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HENRYCSC

HENRYCSC

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03-28

$Reddit(RDDT)$[Cool]

02-21

$NVIDIA Corp(NVDA)$

02-08

$NVIDIA Corp(NVDA)$ [Cool]

01-25

$Tesla Motors(TSLA)$

01-11

[Cool] [Cool] [Miser] [Miser] [Smile] [Thinking]

2023-12-24

$Tiger Brokers(TIGR)$ Merry Christmas 🎄🎁

2023-12-07

All the way till 2024🚀🚀🍹🍹

2023-09-12

$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$

2023-07-12

$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$

2023-05-05

$Grab Holdings(GRAB)$ 3.3

2023-04-24

[惊讶]

Tesla Files More Details of a Disappointing Quarter. Wall Street Sours on the Stock

2023-04-24

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Tesla: Buy The Fear, Sell The Hype, Rinse And Repeat

2023-04-10

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2023-04-08

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Musk to Visit China This Weekend With Possible Tesla Plant Stop

2023-04-05

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Crypto Stocks Stayed Red in Morning Trading; Ebang International Holdings and Marathon Digital Holdings Fell Over 4%

2023-04-05

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Top Calls on Wall Street: Apple, Amazon, Exxon Mobil, Rivian, Boeing and More

2023-04-03

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2023-04-03

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2023-04-03

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Biden Has Limited Options to Respond to OPEC+’s Oil Cut

2023-04-03

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2024🚀🚀🍹🍹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/249532908712072","isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":219041821393064,"gmtCreate":1694502873544,"gmtModify":1694502876018,"author":{"id":"3575091428590185","authorId":"3575091428590185","name":"HENRYCSC","avatar":"https://static.tigerbbs.com/6d47a6dec25b21dc547a5b982674c499","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091428590185","authorIdStr":"3575091428590185"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/Y92.SI\">$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/Y92.SI\">$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/219041821393064","isVote":1,"tweetType":1,"viewCount":647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197169170440392,"gmtCreate":1689142170905,"gmtModify":1689142174112,"author":{"id":"3575091428590185","authorId":"3575091428590185","name":"HENRYCSC","avatar":"https://static.tigerbbs.com/6d47a6dec25b21dc547a5b982674c499","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091428590185","authorIdStr":"3575091428590185"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/Y92.SI\">$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/Y92.SI\">$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/197169170440392","isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947563967,"gmtCreate":1683298882659,"gmtModify":1683298885007,"author":{"id":"3575091428590185","authorId":"3575091428590185","name":"HENRYCSC","avatar":"https://static.tigerbbs.com/6d47a6dec25b21dc547a5b982674c499","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091428590185","authorIdStr":"3575091428590185"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"1\"></v-v>3.3","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"1\"></v-v>3.3","text":"$Grab Holdings(GRAB)$ 3.3","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947563967","isVote":1,"tweetType":1,"viewCount":520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947016674,"gmtCreate":1682344724798,"gmtModify":1682344729128,"author":{"id":"3575091428590185","authorId":"3575091428590185","name":"HENRYCSC","avatar":"https://static.tigerbbs.com/6d47a6dec25b21dc547a5b982674c499","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091428590185","authorIdStr":"3575091428590185"},"themes":[],"htmlText":"[惊讶]&nbsp;","listText":"[惊讶]&nbsp;","text":"[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947016674","repostId":"2329830054","repostType":4,"repost":{"id":"2329830054","pubTimestamp":1682344384,"share":"https://ttm.financial/m/news/2329830054?lang=&edition=fundamental","pubTime":"2023-04-24 21:53","market":"us","language":"en","title":"Tesla Files More Details of a Disappointing Quarter. Wall Street Sours on the Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2329830054","media":"MarketWatch","summary":"Tesla filed its quarterly report on Friday evening, giving investors one more chance to review a dis","content":"<html><head></head><body><p>Tesla filed its quarterly report on Friday evening, giving investors one more chance to review a disappointing quarter in more detail.</p><p>There aren’t a lot of surprises in the filing, which is good news, but it hasn’t stopped Wall Street from cutting earnings estimates, price targets and ratings since Tesla reported weaker-than-expected automotive gross profit margins this past week.</p><p>Friday evening, <a href=\"https://laohu8.com/S/TSLA\">Tesla </a> filed its so-called 10-Q quarterly report form with the Securities and Exchange Commission. A 10-Q has far more detail than a typical quarterly press release.</p><p>There is, for instance, more detail about warranty expenses. Investors like to see stable warranty expenses as a sign that quality isn’t deteriorating. They also want to see stability to ensure the impact of warranties on reported profit margins isn’t having a large, unseen impact.</p><p>Tesla’s first-quarter warranty expense came in at $532 million, or 2.7% of automotive sales, down from 2.9% of sales in the fourth quarter of 2022.</p><p>Warranty expenses at Tesla ranged between 2% and 3% of automotive sales in 2022. Things aren’t changing much. Warranty expenses at Ford Motor (F), for comparison, have been running between 3% and 4% of automotive sales for the past couple of years.</p><p>Tesla’s capital spending, on manufacturing plants and equipment, rose in the first quarter to $2.1 billion in the first quarter, up from $1.9 billion in the fourth quarter, and up from $1.8 billion in the first quarter of 2022.</p><p>Tesla didn’t have a new plant under construction, but the company is larger—it takes more to support operations as any company grows—and it is expanding capacity at existing plants while preparing to ship its Cybertruck later this year. Capital spending as a percentage of sales has been running at about 9% of total sales over the past 12 months.</p><p>Capital spending at Ford was roughly 4% of sales in 2022, but Ford sales aren’t really growing. The 4% of sales is supporting its existing operations and helping the company transition to selling more electric vehicles. Ford’s capital spending is expected to be about 5% of sales in 2023.</p><p>Regulatory credit sales are reported in Tesla’s earnings release, but investors still like to follow the trend. The company receives credits because it produces more than its fair share of zero-emission vehicles, relative to the amount governments in some countries require. Credit sales came in at $564 million in the first quarter, up from $467 million in the fourth quarter of 2023.</p><p>Over the past five years, Tesla has generated about $6.3 billion in credit sales—about 3% of total auto sales and about 25% of total operating income reported. Over the past year, regulatory credits have accounted for roughly 13% of reported operating income.</p><p>There aren’t many surprises for investors in the quarterly report. That isn’t stopping Wall Street from cutting numbers. Sunday, Daiwa analyst Jairam Nathan, cut his 2023 estimated earnings per share to $2.95 from $3.75 a share. His price target came down to $185 from $218. He kept his Buy rating on Tesla stock.</p><p>Overall, Wall Street expects EPS of about $3.50 in 2023, down from about $3.90 before earnings were reported on April 19 and down from about $5.50 to start the year, before Tesla started to aggressively cut prices.</p><p>The average analyst price target is down to about $191 a share. It was just above $200 before earnings and about $255 a share to start 2023, according to FactSet.</p><p>About 51% of analysts covering the stock now rate shares Buy. That’s down from 53% before earnings and down from about 64% at the start of 2023. The average Buy-rating ratio for stocks in the S&amp;P 500 is about 58%.</p><p>Tesla stock was down about 0.46% in morning trading Monday. Tesla stock dropped almost 10% after earnings were report this past week, but are still up about 34% so far this year.</p></body></html>","source":"mwatch_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>Tesla Files More Details of a Disappointing Quarter. Wall Street Sours on the Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Files More Details of a Disappointing Quarter. Wall Street Sours on the Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-24 21:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/tesla-stock-earnings-10-q-market-elon-musk-fbe45593?mod=newsviewer_click><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla filed its quarterly report on Friday evening, giving investors one more chance to review a disappointing quarter in more detail.There aren’t a lot of surprises in the filing, which is good news,...</p>\n\n<a href=\"https://www.marketwatch.com/articles/tesla-stock-earnings-10-q-market-elon-musk-fbe45593?mod=newsviewer_click\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/articles/tesla-stock-earnings-10-q-market-elon-musk-fbe45593?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2329830054","content_text":"Tesla filed its quarterly report on Friday evening, giving investors one more chance to review a disappointing quarter in more detail.There aren’t a lot of surprises in the filing, which is good news, but it hasn’t stopped Wall Street from cutting earnings estimates, price targets and ratings since Tesla reported weaker-than-expected automotive gross profit margins this past week.Friday evening, Tesla  filed its so-called 10-Q quarterly report form with the Securities and Exchange Commission. A 10-Q has far more detail than a typical quarterly press release.There is, for instance, more detail about warranty expenses. Investors like to see stable warranty expenses as a sign that quality isn’t deteriorating. They also want to see stability to ensure the impact of warranties on reported profit margins isn’t having a large, unseen impact.Tesla’s first-quarter warranty expense came in at $532 million, or 2.7% of automotive sales, down from 2.9% of sales in the fourth quarter of 2022.Warranty expenses at Tesla ranged between 2% and 3% of automotive sales in 2022. Things aren’t changing much. Warranty expenses at Ford Motor (F), for comparison, have been running between 3% and 4% of automotive sales for the past couple of years.Tesla’s capital spending, on manufacturing plants and equipment, rose in the first quarter to $2.1 billion in the first quarter, up from $1.9 billion in the fourth quarter, and up from $1.8 billion in the first quarter of 2022.Tesla didn’t have a new plant under construction, but the company is larger—it takes more to support operations as any company grows—and it is expanding capacity at existing plants while preparing to ship its Cybertruck later this year. Capital spending as a percentage of sales has been running at about 9% of total sales over the past 12 months.Capital spending at Ford was roughly 4% of sales in 2022, but Ford sales aren’t really growing. The 4% of sales is supporting its existing operations and helping the company transition to selling more electric vehicles. Ford’s capital spending is expected to be about 5% of sales in 2023.Regulatory credit sales are reported in Tesla’s earnings release, but investors still like to follow the trend. The company receives credits because it produces more than its fair share of zero-emission vehicles, relative to the amount governments in some countries require. Credit sales came in at $564 million in the first quarter, up from $467 million in the fourth quarter of 2023.Over the past five years, Tesla has generated about $6.3 billion in credit sales—about 3% of total auto sales and about 25% of total operating income reported. Over the past year, regulatory credits have accounted for roughly 13% of reported operating income.There aren’t many surprises for investors in the quarterly report. That isn’t stopping Wall Street from cutting numbers. Sunday, Daiwa analyst Jairam Nathan, cut his 2023 estimated earnings per share to $2.95 from $3.75 a share. His price target came down to $185 from $218. He kept his Buy rating on Tesla stock.Overall, Wall Street expects EPS of about $3.50 in 2023, down from about $3.90 before earnings were reported on April 19 and down from about $5.50 to start the year, before Tesla started to aggressively cut prices.The average analyst price target is down to about $191 a share. It was just above $200 before earnings and about $255 a share to start 2023, according to FactSet.About 51% of analysts covering the stock now rate shares Buy. That’s down from 53% before earnings and down from about 64% at the start of 2023. The average Buy-rating ratio for stocks in the S&P 500 is about 58%.Tesla stock was down about 0.46% in morning trading Monday. Tesla stock dropped almost 10% after earnings were report this past week, but are still up about 34% so far this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947016817,"gmtCreate":1682344513439,"gmtModify":1682344517790,"author":{"id":"3575091428590185","authorId":"3575091428590185","name":"HENRYCSC","avatar":"https://static.tigerbbs.com/6d47a6dec25b21dc547a5b982674c499","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091428590185","authorIdStr":"3575091428590185"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947016817","repostId":"1156592135","repostType":4,"repost":{"id":"1156592135","pubTimestamp":1682349742,"share":"https://ttm.financial/m/news/1156592135?lang=&edition=fundamental","pubTime":"2023-04-24 23:22","market":"us","language":"en","title":"Tesla: Buy The Fear, Sell The Hype, Rinse And Repeat","url":"https://stock-news.laohu8.com/highlight/detail?id=1156592135","media":"Seekingalpha","summary":"SummaryTesla's earnings release for Q1'23 resulted in a 10% share price drop.After selling out of Te","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Tesla&#39;s earnings release for Q1&#39;23 resulted in a 10% share price drop.</p></li><li><p>After selling out of Tesla in February, I am rebuying Tesla at a much more attractive valuation.</p></li><li><p>Tesla is set to continue to dominate the EV market due to its large size and scale, but short-term profitability risks have risen.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e94c2a45c7301b8ea00c807d826e5dd\" alt=\"Tesla Shanghai Gigafactory\" title=\"Tesla Shanghai Gigafactory\" tg-width=\"750\" tg-height=\"563\"/><span>Tesla Shanghai Gigafactory</span></p><p style=\"text-align: left;\">After <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>&#39;s valuation soared more than 100% between January 2023 and February 2023, I recommended investors to sell the EV company&#39;s shares as there was a clear risk of an overheating stock price rally -- Tesla: Take Profits When Others Are Greedy. In recent days, however, Tesla&#39;s shares have seen new selling pressure related to Tesla&#39;s Q1&#39;23 earnings release and Elon Musk&#39;s comments about future EV price cuts. These cuts could lead to long term market share gains, but they also pose a short term risk of resulting in smaller operating income margins... which continued to contract in Q1&#39;23. I believe new market fears about Tesla offer a great new entry into Tesla&#39;s shares, at a much more attractive valuation!</p><h2 style=\"text-align: left;\">Tesla misses on Q1&#39;23 earnings</h2><p style=\"text-align: left;\">Tesla reported $0.85 per-share in adjusted EPS for the first-quarter, meeting expectations, but the EV company missed on the top line. The earnings release resulted in a 10% share price drop, one that I am buying.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c4bde5788aad388971ca850851ea421\" alt=\"Source: Tesla\" title=\"Source: Tesla\" tg-width=\"640\" tg-height=\"252\"/><span>Source: Tesla</span></p><h2 style=\"text-align: left;\">Operating margins may further erode if Tesla continues to lower prices to drive demand and revenue growth</h2><p style=\"text-align: left;\">One major problem that Tesla is currently dealing with is that the EV company is aggressively lowering product prices in order to spur demand which is a risky strategy that may backfire if other EV manufacturers take the bait and also lower EV prices aggressively. Elon Musk recently made comments about Tesla&#39;s pricing strategy, indicating that the company may further lower prices in order to grow revenues.</p><p style=\"text-align: left;\">Revenue growth is extremely important for Tesla because the company is seen chiefly as a growth stock. Tesla&#39;s revenue growth has moderated since reaching a peak during the pandemic: total revenues hit $23.3B in Q1&#39;23, showing just about 24% growth.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5330f8ddfefa09619e74582f829286f\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"417\"/><span>Data by YCharts</span></p><p style=\"text-align: left;\">Tesla is profitable and an industry-leader and can afford to forgo short term profitability. The EV company reported $2.5B in net income in the first-quarter, showing a 24% decline year over year. However, due to Tesla&#39;s aggressive pricing strategy, which saw the 6th round of recent price cuts just before earnings, could potential further weigh on the EV company&#39;s short term profitability outlook. Tesla lowered the prices for the Model Y by 6% and for the Model 3 by 5%. Tesla&#39;s margins are also at risk of further eroding if Tesla follows through with this strategy: the company&#39;s GAAP gross margin slumped from 29.1% in the year-earlier period to 19.3% in Q1&#39;23, showing a decline of nearly 10 PP.</p><p style=\"text-align: left;\">Tesla&#39;s operating margins fell almost 8 PP year over year to 11.4% and I do see elevated margin risks for Tesla if Elon Musk continues to push for price cuts.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a057fc3860276d87e9d988da140350e\" alt=\"Source: Tesla\" title=\"Source: Tesla\" tg-width=\"640\" tg-height=\"201\"/><span>Source: Tesla</span></p><p style=\"text-align: left;\">Tesla&#39;s operating margins are still solid when compared to the broader auto sector. They also trended up sharply, starting in Q1&#39;20, as Tesla reached critical scale and pushed the ramp of its Model 3 and Model Y, two of the company&#39;s most popular EV models on a global basis. The broader auto industry is looking at average operating margins.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4fc0f571ada9aa2b8f23a4485564c472\" alt=\"Source: Tesla\" title=\"Source: Tesla\" tg-width=\"640\" tg-height=\"494\"/><span>Source: Tesla</span></p><h2 style=\"text-align: left;\">Tesla is attractively valued again</h2><p style=\"text-align: left;\">I must confess that I was lucky when I recommended to sell Tesla in February at $204. However, the 10% share price drop on Thursday seems exaggerated to me and I have bought the drop again at ~$165, effectively restarting a new position in the EV company. I believe the valuation is attractively chiefly because of Tesla&#39;s aggressive focus to grow revenues which may grow even faster than what the current consensus indicates.</p><p style=\"text-align: left;\">Analysts currently estimate that Tesla could generate revenues of $100.4B in FY 2023 and $131.0B in FY 2024, implying a year over year growth rate of 30%. In FY 2023, Tesla is expected to grow revenues 23%, so analysts expect an acceleration of growth to occur which relates to the continual scaling of Tesla&#39;s Model 3 and Y production, but also to the beginning ramp of the Cybertruck which is expected to hit the market in the middle of FY 2023. However, with Tesla pursuing an aggressive pricing strategy, revenue may grow even more rapidly than the 30% growth rate implied by analysts&#39; top line estimates.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45267019e1945f4058d269c50e8d760a\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"433\"/><span>Data by YCharts</span></p><p style=\"text-align: left;\">Based off of current top line estimates, Tesla is valued at 4.0X FY 2024 revenues, but investors currently get a 39% discount to the company&#39;s 1-year average P/S ratio. Tesla achieved a P/S ratio as high as 10.4X within the last year, so I believe shares have considerable re-rating potential once investors are prepared to move on from the price cut announcement.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c569afaf180d39d2dad51061e24c0df1\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"417\"/><span>Data by YCharts</span></p><p style=\"text-align: left;\">Compared against other US-based EV companies, Tesla is still the best deal in the industry, in my opinion, despite a slightly higher P/S ratio. This is because the EV company has an unparalleled size and scale and Tesla has already achieved considerable net income profitability. Other companies like Lucid Group (LCID) and Rivian Automotive (RIVN) are still in the start-up phase and are deeply earnings and free cash flow negative.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9542f6d59734b846effcfe01362a716\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"450\"/><span>Data by YCharts</span></p><h2 style=\"text-align: left;\">Risks with Tesla</h2><p style=\"text-align: left;\">The biggest commercial risk for Tesla right now is that the company&#39;s operating margins will continue to erode in order for Tesla to spur revenue growth and gain market share. This could be a risky strategy for the company, especially if other EV manufacturers follow suit and lower their product prices, which, in the worst-case, could lead to an escalating price war in the EV segment where margins are already low. Tesla is the leading global EV brand, but weaker margins are unlikely to win the cheers of investors and may ultimately hurt Tesla&#39;s profitability.</p><h2 style=\"text-align: left;\">Final thoughts</h2><p style=\"text-align: left;\">I believe investors should see last week&#39;s 10% price correction as a strong buying opportunity now that investors have become more fearful again. While it is true that Tesla is going to pay for stronger revenue growth with lower profits in the short term, it could be a successful strategy to drive electric vehicle demand and therefore lead to market share gains. Since Tesla, as opposed to many other start-ups in the EV industry, is already profitable, the company can afford an aggressive pricing strategy. Since shares of Tesla once again dropped and fear has affected the market again, I believe this 10% sell-off is a new opportunity to capitalize on this fear. The time for me to sell shares of Tesla, again, will be when the market turns super bullish on the EV company and investors are euphoric.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Buy The Fear, Sell The Hype, Rinse And Repeat</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Buy The Fear, Sell The Hype, Rinse And Repeat\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-24 23:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4595961-tesla-buy-fear-sell-hype-rinse-repeat><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla's earnings release for Q1'23 resulted in a 10% share price drop.After selling out of Tesla in February, I am rebuying Tesla at a much more attractive valuation.Tesla is set to continue to...</p>\n\n<a href=\"https://seekingalpha.com/article/4595961-tesla-buy-fear-sell-hype-rinse-repeat\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4595961-tesla-buy-fear-sell-hype-rinse-repeat","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1156592135","content_text":"SummaryTesla's earnings release for Q1'23 resulted in a 10% share price drop.After selling out of Tesla in February, I am rebuying Tesla at a much more attractive valuation.Tesla is set to continue to dominate the EV market due to its large size and scale, but short-term profitability risks have risen.Tesla Shanghai GigafactoryAfter Tesla's valuation soared more than 100% between January 2023 and February 2023, I recommended investors to sell the EV company's shares as there was a clear risk of an overheating stock price rally -- Tesla: Take Profits When Others Are Greedy. In recent days, however, Tesla's shares have seen new selling pressure related to Tesla's Q1'23 earnings release and Elon Musk's comments about future EV price cuts. These cuts could lead to long term market share gains, but they also pose a short term risk of resulting in smaller operating income margins... which continued to contract in Q1'23. I believe new market fears about Tesla offer a great new entry into Tesla's shares, at a much more attractive valuation!Tesla misses on Q1'23 earningsTesla reported $0.85 per-share in adjusted EPS for the first-quarter, meeting expectations, but the EV company missed on the top line. The earnings release resulted in a 10% share price drop, one that I am buying.Source: TeslaOperating margins may further erode if Tesla continues to lower prices to drive demand and revenue growthOne major problem that Tesla is currently dealing with is that the EV company is aggressively lowering product prices in order to spur demand which is a risky strategy that may backfire if other EV manufacturers take the bait and also lower EV prices aggressively. Elon Musk recently made comments about Tesla's pricing strategy, indicating that the company may further lower prices in order to grow revenues.Revenue growth is extremely important for Tesla because the company is seen chiefly as a growth stock. Tesla's revenue growth has moderated since reaching a peak during the pandemic: total revenues hit $23.3B in Q1'23, showing just about 24% growth.Data by YChartsTesla is profitable and an industry-leader and can afford to forgo short term profitability. The EV company reported $2.5B in net income in the first-quarter, showing a 24% decline year over year. However, due to Tesla's aggressive pricing strategy, which saw the 6th round of recent price cuts just before earnings, could potential further weigh on the EV company's short term profitability outlook. Tesla lowered the prices for the Model Y by 6% and for the Model 3 by 5%. Tesla's margins are also at risk of further eroding if Tesla follows through with this strategy: the company's GAAP gross margin slumped from 29.1% in the year-earlier period to 19.3% in Q1'23, showing a decline of nearly 10 PP.Tesla's operating margins fell almost 8 PP year over year to 11.4% and I do see elevated margin risks for Tesla if Elon Musk continues to push for price cuts.Source: TeslaTesla's operating margins are still solid when compared to the broader auto sector. They also trended up sharply, starting in Q1'20, as Tesla reached critical scale and pushed the ramp of its Model 3 and Model Y, two of the company's most popular EV models on a global basis. The broader auto industry is looking at average operating margins.Source: TeslaTesla is attractively valued againI must confess that I was lucky when I recommended to sell Tesla in February at $204. However, the 10% share price drop on Thursday seems exaggerated to me and I have bought the drop again at ~$165, effectively restarting a new position in the EV company. I believe the valuation is attractively chiefly because of Tesla's aggressive focus to grow revenues which may grow even faster than what the current consensus indicates.Analysts currently estimate that Tesla could generate revenues of $100.4B in FY 2023 and $131.0B in FY 2024, implying a year over year growth rate of 30%. In FY 2023, Tesla is expected to grow revenues 23%, so analysts expect an acceleration of growth to occur which relates to the continual scaling of Tesla's Model 3 and Y production, but also to the beginning ramp of the Cybertruck which is expected to hit the market in the middle of FY 2023. However, with Tesla pursuing an aggressive pricing strategy, revenue may grow even more rapidly than the 30% growth rate implied by analysts' top line estimates.Data by YChartsBased off of current top line estimates, Tesla is valued at 4.0X FY 2024 revenues, but investors currently get a 39% discount to the company's 1-year average P/S ratio. Tesla achieved a P/S ratio as high as 10.4X within the last year, so I believe shares have considerable re-rating potential once investors are prepared to move on from the price cut announcement.Data by YChartsCompared against other US-based EV companies, Tesla is still the best deal in the industry, in my opinion, despite a slightly higher P/S ratio. This is because the EV company has an unparalleled size and scale and Tesla has already achieved considerable net income profitability. Other companies like Lucid Group (LCID) and Rivian Automotive (RIVN) are still in the start-up phase and are deeply earnings and free cash flow negative.Data by YChartsRisks with TeslaThe biggest commercial risk for Tesla right now is that the company's operating margins will continue to erode in order for Tesla to spur revenue growth and gain market share. This could be a risky strategy for the company, especially if other EV manufacturers follow suit and lower their product prices, which, in the worst-case, could lead to an escalating price war in the EV segment where margins are already low. Tesla is the leading global EV brand, but weaker margins are unlikely to win the cheers of investors and may ultimately hurt Tesla's profitability.Final thoughtsI believe investors should see last week's 10% price correction as a strong buying opportunity now that investors have become more fearful again. While it is true that Tesla is going to pay for stronger revenue growth with lower profits in the short term, it could be a successful strategy to drive electric vehicle demand and therefore lead to market share gains. Since Tesla, as opposed to many other start-ups in the EV industry, is already profitable, the company can afford an aggressive pricing strategy. Since shares of Tesla once again dropped and fear has affected the market again, I believe this 10% sell-off is a new opportunity to capitalize on this fear. The time for me to sell shares of Tesla, again, will be when the market turns super bullish on the EV company and investors are euphoric.","news_type":1},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942945831,"gmtCreate":1681122106823,"gmtModify":1681122110338,"author":{"id":"3575091428590185","authorId":"3575091428590185","name":"HENRYCSC","avatar":"https://static.tigerbbs.com/6d47a6dec25b21dc547a5b982674c499","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091428590185","authorIdStr":"3575091428590185"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942945831","repostId":"1183107927","repostType":2,"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946664453,"gmtCreate":1680946695773,"gmtModify":1680946697566,"author":{"id":"3575091428590185","authorId":"3575091428590185","name":"HENRYCSC","avatar":"https://static.tigerbbs.com/6d47a6dec25b21dc547a5b982674c499","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091428590185","authorIdStr":"3575091428590185"},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946664453","repostId":"1169219759","repostType":4,"repost":{"id":"1169219759","pubTimestamp":1680944804,"share":"https://ttm.financial/m/news/1169219759?lang=&edition=fundamental","pubTime":"2023-04-08 17:06","market":"us","language":"en","title":"Musk to Visit China This Weekend With Possible Tesla Plant Stop","url":"https://stock-news.laohu8.com/highlight/detail?id=1169219759","media":"Bloomberg","summary":"Elon Musk will be in China for a visit from Saturday, with a possible stop at Tesla Inc.’s Shanghai ","content":"<html><head></head><body><p>Elon Musk will be in China for a visit from Saturday, with a possible stop at Tesla Inc.’s Shanghai factory, according to people familiar with the plans.</p><p style=\"text-align: start;\">The billionaire’s schedule is expected to include a meeting with local Shanghai authorities, the people said, declining to be identified because the trip hasn’t been disclosed publicly. The plans are fluid and may still change, they said.</p><p style=\"text-align: start;\">Tesla did not respond to a request for comment on Musk’s visit outside of regular business hours.</p><p style=\"text-align: start;\">Musk is traveling with Tom Zhu, who was named Tesla’s senior vice president of automotive this month.</p><p style=\"text-align: start;\">Zhu joined in 2014 and led the construction and operations of Tesla’s factory in Shanghai, living in the facility during Covid-related lockdowns. He is one of just four named executive officers along with Musk, Chief Financial Officer Zachary Kirkhorn and Drew Baglino, senior vice president of Powertrain and Energy Engineering.</p><p style=\"text-align: start;\">After the US, China is Tesla’s largest market, accounting for 22.3% of revenue in 2022. The company increased shipments from its Shanghai plant in March.</p><p style=\"text-align: start;\">In October, the electric-vehicle maker — a major player in hyper-competitive China — cut prices on models produced at its enormous factory on the outskirts of Shanghai. Matters escalated in January, with another discount that left Tesla’s locally made cars as much as 14% cheaper than last year, and in some cases almost 50% less expensive than in the US and Europe.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Musk to Visit China This Weekend With Possible Tesla Plant Stop</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMusk to Visit China This Weekend With Possible Tesla Plant Stop\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-08 17:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-04-08/musk-to-visit-china-this-weekend-with-possible-tesla-plant-stop><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk will be in China for a visit from Saturday, with a possible stop at Tesla Inc.’s Shanghai factory, according to people familiar with the plans.The billionaire’s schedule is expected to ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-04-08/musk-to-visit-china-this-weekend-with-possible-tesla-plant-stop\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2023-04-08/musk-to-visit-china-this-weekend-with-possible-tesla-plant-stop","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169219759","content_text":"Elon Musk will be in China for a visit from Saturday, with a possible stop at Tesla Inc.’s Shanghai factory, according to people familiar with the plans.The billionaire’s schedule is expected to include a meeting with local Shanghai authorities, the people said, declining to be identified because the trip hasn’t been disclosed publicly. The plans are fluid and may still change, they said.Tesla did not respond to a request for comment on Musk’s visit outside of regular business hours.Musk is traveling with Tom Zhu, who was named Tesla’s senior vice president of automotive this month.Zhu joined in 2014 and led the construction and operations of Tesla’s factory in Shanghai, living in the facility during Covid-related lockdowns. He is one of just four named executive officers along with Musk, Chief Financial Officer Zachary Kirkhorn and Drew Baglino, senior vice president of Powertrain and Energy Engineering.After the US, China is Tesla’s largest market, accounting for 22.3% of revenue in 2022. The company increased shipments from its Shanghai plant in March.In October, the electric-vehicle maker — a major player in hyper-competitive China — cut prices on models produced at its enormous factory on the outskirts of Shanghai. Matters escalated in January, with another discount that left Tesla’s locally made cars as much as 14% cheaper than last year, and in some cases almost 50% less expensive than in the US and Europe.","news_type":1},"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948346755,"gmtCreate":1680632239678,"gmtModify":1680632243160,"author":{"id":"3575091428590185","authorId":"3575091428590185","name":"HENRYCSC","avatar":"https://static.tigerbbs.com/6d47a6dec25b21dc547a5b982674c499","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091428590185","authorIdStr":"3575091428590185"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948346755","repostId":"1101253212","repostType":4,"repost":{"id":"1101253212","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1680621191,"share":"https://ttm.financial/m/news/1101253212?lang=&edition=fundamental","pubTime":"2023-04-04 23:13","market":"us","language":"en","title":"Crypto Stocks Stayed Red in Morning Trading;  Ebang International Holdings and Marathon Digital Holdings Fell Over 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1101253212","media":"Tiger Newspress","summary":"Crypto stocks stayed red in morning trading;  Ebang International Holdings Inc. and  Marathon Digita","content":"<html><head></head><body><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d02859727db37ca0692c8d07c179c911\" tg-width=\"262\" tg-height=\"386\"/></p><p>Crypto stocks stayed red in morning trading;  <a href=\"https://laohu8.com/S/EBON\">Ebang International Holdings Inc.</a> and  <a href=\"https://laohu8.com/S/MARA\">Marathon Digital Holdings Inc</a> fell over 4%.</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>Crypto Stocks Stayed Red in Morning Trading;  Ebang International Holdings and Marathon Digital Holdings Fell Over 4%</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\">\nCrypto Stocks Stayed Red in Morning Trading;  Ebang International Holdings and Marathon Digital Holdings Fell Over 4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-04-04 23:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d02859727db37ca0692c8d07c179c911\" tg-width=\"262\" tg-height=\"386\"/></p><p>Crypto stocks stayed red in morning trading;  <a href=\"https://laohu8.com/S/EBON\">Ebang International Holdings Inc.</a> and  <a href=\"https://laohu8.com/S/MARA\">Marathon Digital Holdings Inc</a> fell over 4%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MARA":"Marathon Digital Holdings Inc","EBON":"亿邦国际"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101253212","content_text":"Crypto stocks stayed red in morning trading;  Ebang International Holdings Inc. and  Marathon Digital Holdings Inc fell over 4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948346421,"gmtCreate":1680632223764,"gmtModify":1680632227143,"author":{"id":"3575091428590185","authorId":"3575091428590185","name":"HENRYCSC","avatar":"https://static.tigerbbs.com/6d47a6dec25b21dc547a5b982674c499","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091428590185","authorIdStr":"3575091428590185"},"themes":[],"htmlText":"🙏&nbsp;","listText":"🙏&nbsp;","text":"🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948346421","repostId":"1107597738","repostType":4,"repost":{"id":"1107597738","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1680621820,"share":"https://ttm.financial/m/news/1107597738?lang=&edition=fundamental","pubTime":"2023-04-04 23:23","market":"us","language":"en","title":"Top Calls on Wall Street: Apple, Amazon, Exxon Mobil, Rivian, Boeing and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1107597738","media":"Tiger Newspress","summary":"Here are Tuesday’s biggest calls on Wall Street:Piper Sandler reiterates Apple as overweightPiper sa","content":"<html><head></head><body><p>Here are Tuesday’s biggest calls on Wall Street:</p><h2 style=\"text-align: start;\">Piper Sandler reiterates Apple as overweight</h2><p>Piper said iPhone share remains at near record levels for Apple.</p><p>“Both the 87% iPhone ownership and 88% intention to purchase an iPhone metrics are near record highs for our survey.”</p><h2 style=\"text-align: start;\">Citi initiates Sarepta as buy</h2><p>Citi said it’s bullish on the biotech company’s gene therapy drug getting Food and Drug Administration approval.</p><p>“SRP-9001, SRPT’s gene therapy for DMD, is set to be reviewed by an FDA Advisory Committee (AdCom) in the next few weeks, with an FDA decision expected by May 29th.”</p><h2 style=\"text-align: start;\">Morgan Stanley upgrades Norfolk Southern and CSX to equal weight from underweight</h2><p>Morgan Stanley upgraded several railroad stocks mainly on valuation.</p><p>“However, as relatively high-beta names amongst the Rails and given material underperformance YTD, we believe CSX and NSC could also see the strongest outperformance in any mean reversion trade later in the year.”</p><h2 style=\"text-align: start;\">KeyBanc upgrades Comcast to overweight from sector weight</h2><p>Key said it sees theme park growth and shareholder capital returns for Comcast.</p><p>“Lastly, CMCSA theme park investment in EPIC Universe with completion in 2025 should continue to support strong Theme Park growth, while capital intensity should move lower in 2024 and further in 2025, supporting FCF growth, and allowing CMCSA to return capital to shareholders.”</p><h2 style=\"text-align: start;\">Bank of America reiterates Endeavor as buy</h2><p>Bank of America said it’s bullish on Endeavor’s plan to merge WWE and UFC.</p><p>“On 4/3, EDR and WWE announced plans to merge UFC (Ultimate Fighting Championship) with WWE. As a result of the deal, UFC and WWE will form a new publicly traded company that is expected to list on the NYSE by the end of 2023.”</p><h2 style=\"text-align: start;\">Loop upgrading Burlington to buy from hold</h2><p>Loop said the discount retailer is a beneficiary of inflation.</p><p>“BURL’s value proposition for its lower-income consumers is obviously improved, and the company’s new signage is calling out opening price points across categories.”</p><h2 style=\"text-align: start;\">UBS reiterates Apple as buy</h2><p>UBS said its survey checks show a decline in App Store revenue.</p><p>“Our analysis of Apple’s App store suggests Mar-23 qtr revenue was down ~1.5% YoY with the US up ~3.1% while rest of world (ROW) was down 3.5%”</p><h2 style=\"text-align: start;\">Goldman Sachs reiterates Exxon as buy</h2><p>Goldman said it’s standing by its buy rating on the oil and gas giant.</p><p>“We maintain our constructive XOM view as we look at the balance of the year, where we highlight the company’s differentiated Upstream project queue (Guyana) and solid Downstream projects, including start-ups in Reﬁning/Chemicals.”</p><h2 style=\"text-align: start;\">Baird upgrades ServiceNow to overweight from neutral</h2><p>Baird said it sees a favorable risk/reward balance for the software stock.</p><p>“We are upgrading NOW to Outperform due to end-market resiliency, durable growth trends, reasonable valuation.”</p><h2 style=\"text-align: start;\">JPMorgan upgrades Prudential to overweight from neutral</h2><p>JPMorgan said Prudential has a robust balance sheet.</p><p>“Also, we are upgrading PRU to Overweight due to the company’s superior business mix, healthy balance sheet, negative sentiment, and the stock’s significant underperformance.”</p><h2 style=\"text-align: start;\">Piper Sandler upgrades Etsy to overweight from neutral</h2><p>Piper said it sees “continued share gains” for the e-commerce company.</p><p>“We upgrade Etsy to Overweight as we believe that ETSY’s active buyer growth can reaccelerate over the medium-term, powering continued share gains.”</p><h2 style=\"text-align: start;\">Morgan Stanley reiterates Walmart and Amazon as overweight</h2><p>Morgan Stanley said that Walmart and Amazon are well positioned to “take advantage of retailers’ proprietary customer data to power their ad campaigns.”</p><p>“We see a $130bn opportunity in retail media advertising by ’25, as retailers leverage their customer data to power online ads.”</p><h2 style=\"text-align: start;\">Canaccord reiterates Rivian as buy</h2><p>Canaccord said it’s bullish on the electric vehicle maker continuing to gain market share.</p><p>“We believe Rivian is on its way to capturing its fair share of the EV market via a thoughtful vertically integrated strategy. We see the R1S as the family (electric) SUV of choice and likely to see accelerating growth as more vehicles hit the streets.”</p><h2 style=\"text-align: start;\">Oppenheimer reiterates Chipotle as outperform</h2><p>Oppenheimer said it sees an attractive risk/reward for the Mexican chain restaurant.</p><p>“CMG has been a top restaurant outperformer in 2023, with shares up +24% year-to date vs S&amp;P’s +7%. Despite improving sentiment, we remain attracted to CMG’s risk/ reward following our updated analysis into 1Q23 earnings (4/25).”</p><h2 style=\"text-align: start;\">Northcoast downgrades Boeing to sell from neutral</h2><p>Northcoast said in its downgrade of Boeing that it’s concerned about alterations to the company’s aircraft production schedule.</p><p>“We are downgrading BA to a SELL rating ahead of the expected changes to commercial aircraft production schedules and resetting of consensus forecasts.”</p><h2 style=\"text-align: start;\">Oppenheimer reiterates First Solar and Sunrun as outperform</h2><p>Oppenheimer said Tuesday that it sees a renewables rally coming.</p><p>“We continue to prefer ENPH, SEDG, RUN<u>,</u> CSIQ, HASI, and FSLR as ways to play renewables growth.”</p><h2 style=\"text-align: start;\">Deutsche Bank reiterates Citizens Financial and PNC as buy</h2><p>Deutsche said it’s cautious on bank stocks overall, but that it likes Citizens and PNC as top picks.</p><p>“Our broader view of bank stocks remains cautious/defensive with a bias towards banks that have strong credit quality track records and are in a position to gain share in the current banking turmoil and in an economic downturn.”</p><h2 style=\"text-align: start;\">Bank of America reiterates Analog Devices as buy</h2><p>Bank of America said Analog Devices has “best-in-class” free-cash flow returns.</p><p>“We view valuation as compelling at 21x/19x CY23/24E EV/FCF, about 2x turns below SPX industrial peers that are generating only a third (11-12%) of ADI’s 34% FCF margins.”</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>Top Calls on Wall Street: Apple, Amazon, Exxon Mobil, Rivian, Boeing and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Apple, Amazon, Exxon Mobil, Rivian, Boeing and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-04-04 23:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Tuesday’s biggest calls on Wall Street:</p><h2 style=\"text-align: start;\">Piper Sandler reiterates Apple as overweight</h2><p>Piper said iPhone share remains at near record levels for Apple.</p><p>“Both the 87% iPhone ownership and 88% intention to purchase an iPhone metrics are near record highs for our survey.”</p><h2 style=\"text-align: start;\">Citi initiates Sarepta as buy</h2><p>Citi said it’s bullish on the biotech company’s gene therapy drug getting Food and Drug Administration approval.</p><p>“SRP-9001, SRPT’s gene therapy for DMD, is set to be reviewed by an FDA Advisory Committee (AdCom) in the next few weeks, with an FDA decision expected by May 29th.”</p><h2 style=\"text-align: start;\">Morgan Stanley upgrades Norfolk Southern and CSX to equal weight from underweight</h2><p>Morgan Stanley upgraded several railroad stocks mainly on valuation.</p><p>“However, as relatively high-beta names amongst the Rails and given material underperformance YTD, we believe CSX and NSC could also see the strongest outperformance in any mean reversion trade later in the year.”</p><h2 style=\"text-align: start;\">KeyBanc upgrades Comcast to overweight from sector weight</h2><p>Key said it sees theme park growth and shareholder capital returns for Comcast.</p><p>“Lastly, CMCSA theme park investment in EPIC Universe with completion in 2025 should continue to support strong Theme Park growth, while capital intensity should move lower in 2024 and further in 2025, supporting FCF growth, and allowing CMCSA to return capital to shareholders.”</p><h2 style=\"text-align: start;\">Bank of America reiterates Endeavor as buy</h2><p>Bank of America said it’s bullish on Endeavor’s plan to merge WWE and UFC.</p><p>“On 4/3, EDR and WWE announced plans to merge UFC (Ultimate Fighting Championship) with WWE. As a result of the deal, UFC and WWE will form a new publicly traded company that is expected to list on the NYSE by the end of 2023.”</p><h2 style=\"text-align: start;\">Loop upgrading Burlington to buy from hold</h2><p>Loop said the discount retailer is a beneficiary of inflation.</p><p>“BURL’s value proposition for its lower-income consumers is obviously improved, and the company’s new signage is calling out opening price points across categories.”</p><h2 style=\"text-align: start;\">UBS reiterates Apple as buy</h2><p>UBS said its survey checks show a decline in App Store revenue.</p><p>“Our analysis of Apple’s App store suggests Mar-23 qtr revenue was down ~1.5% YoY with the US up ~3.1% while rest of world (ROW) was down 3.5%”</p><h2 style=\"text-align: start;\">Goldman Sachs reiterates Exxon as buy</h2><p>Goldman said it’s standing by its buy rating on the oil and gas giant.</p><p>“We maintain our constructive XOM view as we look at the balance of the year, where we highlight the company’s differentiated Upstream project queue (Guyana) and solid Downstream projects, including start-ups in Reﬁning/Chemicals.”</p><h2 style=\"text-align: start;\">Baird upgrades ServiceNow to overweight from neutral</h2><p>Baird said it sees a favorable risk/reward balance for the software stock.</p><p>“We are upgrading NOW to Outperform due to end-market resiliency, durable growth trends, reasonable valuation.”</p><h2 style=\"text-align: start;\">JPMorgan upgrades Prudential to overweight from neutral</h2><p>JPMorgan said Prudential has a robust balance sheet.</p><p>“Also, we are upgrading PRU to Overweight due to the company’s superior business mix, healthy balance sheet, negative sentiment, and the stock’s significant underperformance.”</p><h2 style=\"text-align: start;\">Piper Sandler upgrades Etsy to overweight from neutral</h2><p>Piper said it sees “continued share gains” for the e-commerce company.</p><p>“We upgrade Etsy to Overweight as we believe that ETSY’s active buyer growth can reaccelerate over the medium-term, powering continued share gains.”</p><h2 style=\"text-align: start;\">Morgan Stanley reiterates Walmart and Amazon as overweight</h2><p>Morgan Stanley said that Walmart and Amazon are well positioned to “take advantage of retailers’ proprietary customer data to power their ad campaigns.”</p><p>“We see a $130bn opportunity in retail media advertising by ’25, as retailers leverage their customer data to power online ads.”</p><h2 style=\"text-align: start;\">Canaccord reiterates Rivian as buy</h2><p>Canaccord said it’s bullish on the electric vehicle maker continuing to gain market share.</p><p>“We believe Rivian is on its way to capturing its fair share of the EV market via a thoughtful vertically integrated strategy. We see the R1S as the family (electric) SUV of choice and likely to see accelerating growth as more vehicles hit the streets.”</p><h2 style=\"text-align: start;\">Oppenheimer reiterates Chipotle as outperform</h2><p>Oppenheimer said it sees an attractive risk/reward for the Mexican chain restaurant.</p><p>“CMG has been a top restaurant outperformer in 2023, with shares up +24% year-to date vs S&amp;P’s +7%. Despite improving sentiment, we remain attracted to CMG’s risk/ reward following our updated analysis into 1Q23 earnings (4/25).”</p><h2 style=\"text-align: start;\">Northcoast downgrades Boeing to sell from neutral</h2><p>Northcoast said in its downgrade of Boeing that it’s concerned about alterations to the company’s aircraft production schedule.</p><p>“We are downgrading BA to a SELL rating ahead of the expected changes to commercial aircraft production schedules and resetting of consensus forecasts.”</p><h2 style=\"text-align: start;\">Oppenheimer reiterates First Solar and Sunrun as outperform</h2><p>Oppenheimer said Tuesday that it sees a renewables rally coming.</p><p>“We continue to prefer ENPH, SEDG, RUN<u>,</u> CSIQ, HASI, and FSLR as ways to play renewables growth.”</p><h2 style=\"text-align: start;\">Deutsche Bank reiterates Citizens Financial and PNC as buy</h2><p>Deutsche said it’s cautious on bank stocks overall, but that it likes Citizens and PNC as top picks.</p><p>“Our broader view of bank stocks remains cautious/defensive with a bias towards banks that have strong credit quality track records and are in a position to gain share in the current banking turmoil and in an economic downturn.”</p><h2 style=\"text-align: start;\">Bank of America reiterates Analog Devices as buy</h2><p>Bank of America said Analog Devices has “best-in-class” free-cash flow returns.</p><p>“We view valuation as compelling at 21x/19x CY23/24E EV/FCF, about 2x turns below SPX industrial peers that are generating only a third (11-12%) of ADI’s 34% FCF margins.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NSC":"诺福克南方","SRPT":"Sarepta Therapeutics","ADI":"亚德诺","AAPL":"苹果","RIVN":"Rivian Automotive, Inc.","PRU":"保德信金融","FSLR":"第一太阳能","CMCSA":"康卡斯特","CIWV":"Citizens Financial Corp. (WV)","CMG":"墨式烧烤","CSX":"CSX运输","WMT":"沃尔玛","EDR":"奋进集团","AMZN":"亚马逊","BURL":"伯灵顿百货","RUN":"Sunrun Inc.","BA":"波音","ETSY":"Etsy, Inc.","XOM":"埃克森美孚","NOW":"ServiceNow","PNC":"PNC金融"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107597738","content_text":"Here are Tuesday’s biggest calls on Wall Street:Piper Sandler reiterates Apple as overweightPiper said iPhone share remains at near record levels for Apple.“Both the 87% iPhone ownership and 88% intention to purchase an iPhone metrics are near record highs for our survey.”Citi initiates Sarepta as buyCiti said it’s bullish on the biotech company’s gene therapy drug getting Food and Drug Administration approval.“SRP-9001, SRPT’s gene therapy for DMD, is set to be reviewed by an FDA Advisory Committee (AdCom) in the next few weeks, with an FDA decision expected by May 29th.”Morgan Stanley upgrades Norfolk Southern and CSX to equal weight from underweightMorgan Stanley upgraded several railroad stocks mainly on valuation.“However, as relatively high-beta names amongst the Rails and given material underperformance YTD, we believe CSX and NSC could also see the strongest outperformance in any mean reversion trade later in the year.”KeyBanc upgrades Comcast to overweight from sector weightKey said it sees theme park growth and shareholder capital returns for Comcast.“Lastly, CMCSA theme park investment in EPIC Universe with completion in 2025 should continue to support strong Theme Park growth, while capital intensity should move lower in 2024 and further in 2025, supporting FCF growth, and allowing CMCSA to return capital to shareholders.”Bank of America reiterates Endeavor as buyBank of America said it’s bullish on Endeavor’s plan to merge WWE and UFC.“On 4/3, EDR and WWE announced plans to merge UFC (Ultimate Fighting Championship) with WWE. As a result of the deal, UFC and WWE will form a new publicly traded company that is expected to list on the NYSE by the end of 2023.”Loop upgrading Burlington to buy from holdLoop said the discount retailer is a beneficiary of inflation.“BURL’s value proposition for its lower-income consumers is obviously improved, and the company’s new signage is calling out opening price points across categories.”UBS reiterates Apple as buyUBS said its survey checks show a decline in App Store revenue.“Our analysis of Apple’s App store suggests Mar-23 qtr revenue was down ~1.5% YoY with the US up ~3.1% while rest of world (ROW) was down 3.5%”Goldman Sachs reiterates Exxon as buyGoldman said it’s standing by its buy rating on the oil and gas giant.“We maintain our constructive XOM view as we look at the balance of the year, where we highlight the company’s differentiated Upstream project queue (Guyana) and solid Downstream projects, including start-ups in Reﬁning/Chemicals.”Baird upgrades ServiceNow to overweight from neutralBaird said it sees a favorable risk/reward balance for the software stock.“We are upgrading NOW to Outperform due to end-market resiliency, durable growth trends, reasonable valuation.”JPMorgan upgrades Prudential to overweight from neutralJPMorgan said Prudential has a robust balance sheet.“Also, we are upgrading PRU to Overweight due to the company’s superior business mix, healthy balance sheet, negative sentiment, and the stock’s significant underperformance.”Piper Sandler upgrades Etsy to overweight from neutralPiper said it sees “continued share gains” for the e-commerce company.“We upgrade Etsy to Overweight as we believe that ETSY’s active buyer growth can reaccelerate over the medium-term, powering continued share gains.”Morgan Stanley reiterates Walmart and Amazon as overweightMorgan Stanley said that Walmart and Amazon are well positioned to “take advantage of retailers’ proprietary customer data to power their ad campaigns.”“We see a $130bn opportunity in retail media advertising by ’25, as retailers leverage their customer data to power online ads.”Canaccord reiterates Rivian as buyCanaccord said it’s bullish on the electric vehicle maker continuing to gain market share.“We believe Rivian is on its way to capturing its fair share of the EV market via a thoughtful vertically integrated strategy. We see the R1S as the family (electric) SUV of choice and likely to see accelerating growth as more vehicles hit the streets.”Oppenheimer reiterates Chipotle as outperformOppenheimer said it sees an attractive risk/reward for the Mexican chain restaurant.“CMG has been a top restaurant outperformer in 2023, with shares up +24% year-to date vs S&P’s +7%. Despite improving sentiment, we remain attracted to CMG’s risk/ reward following our updated analysis into 1Q23 earnings (4/25).”Northcoast downgrades Boeing to sell from neutralNorthcoast said in its downgrade of Boeing that it’s concerned about alterations to the company’s aircraft production schedule.“We are downgrading BA to a SELL rating ahead of the expected changes to commercial aircraft production schedules and resetting of consensus forecasts.”Oppenheimer reiterates First Solar and Sunrun as outperformOppenheimer said Tuesday that it sees a renewables rally coming.“We continue to prefer ENPH, SEDG, RUN, CSIQ, HASI, and FSLR as ways to play renewables growth.”Deutsche Bank reiterates Citizens Financial and PNC as buyDeutsche said it’s cautious on bank stocks overall, but that it likes Citizens and PNC as top picks.“Our broader view of bank stocks remains cautious/defensive with a bias towards banks that have strong credit quality track records and are in a position to gain share in the current banking turmoil and in an economic downturn.”Bank of America reiterates Analog Devices as buyBank of America said Analog Devices has “best-in-class” free-cash flow returns.“We view valuation as compelling at 21x/19x CY23/24E EV/FCF, about 2x turns below SPX industrial peers that are generating only a third (11-12%) of ADI’s 34% FCF margins.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941488105,"gmtCreate":1680532931508,"gmtModify":1680532935339,"author":{"id":"3575091428590185","authorId":"3575091428590185","name":"HENRYCSC","avatar":"https://static.tigerbbs.com/6d47a6dec25b21dc547a5b982674c499","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091428590185","authorIdStr":"3575091428590185"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941488105","repostId":"1121360458","repostType":4,"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941488994,"gmtCreate":1680532890719,"gmtModify":1680532894459,"author":{"id":"3575091428590185","authorId":"3575091428590185","name":"HENRYCSC","avatar":"https://static.tigerbbs.com/6d47a6dec25b21dc547a5b982674c499","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091428590185","authorIdStr":"3575091428590185"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941488994","repostId":"1136874784","repostType":4,"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941488075,"gmtCreate":1680532872397,"gmtModify":1680532875891,"author":{"id":"3575091428590185","authorId":"3575091428590185","name":"HENRYCSC","avatar":"https://static.tigerbbs.com/6d47a6dec25b21dc547a5b982674c499","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091428590185","authorIdStr":"3575091428590185"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941488075","repostId":"1172231093","repostType":4,"repost":{"id":"1172231093","pubTimestamp":1680535909,"share":"https://ttm.financial/m/news/1172231093?lang=&edition=fundamental","pubTime":"2023-04-03 23:31","market":"us","language":"en","title":"Biden Has Limited Options to Respond to OPEC+’s Oil Cut","url":"https://stock-news.laohu8.com/highlight/detail?id=1172231093","media":"Bloomberg","summary":"OPEC+’s surprise move to cut 1 million barrels a day of oil production is poised to raise US fuel pr","content":"<html><head></head><body><p>OPEC+’s surprise move to cut 1 million barrels a day of oil production is poised to raise US fuel prices just as President Joe Biden is expected to launch his re-election campaign. He has a limited range of options with which to respond.</p><p>1: Tap the Strategic Reserve</p><p style=\"text-align: start;\">Biden may go for another release of oil from the Strategic Petroleum Reserve. The emergency stockpile was created in the 1970s after the Arab oil embargo. It’s holding about 371 million of barrels, according to Energy Department data, around half the SPR’s capacity, largely due to a historic release of 180 million barrels last year to tame surging gasoline prices in the wake of the war in Ukraine.</p><p style=\"text-align: start;\">The administration has made refilling the SPR a priority, but it has been hampered by factors that include maintenance at two of the reserve’s four sites. Energy Secretary Jennifer Granholm has said the government isn’t able to release oil from the cache and refill it at the same time, so an emergency sale would likely further delay any plans for replenishment.</p><p style=\"text-align: start;\">Still, there’s nothing to stop another sale, said Kevin Book, managing director of ClearView Energy Partners, a Washington consulting firm. “President Biden has taken ownership of gasoline prices in ways other president’s before him have not,” Book said. “If he continues that, it creates possibility for more interventions.”</p><p style=\"text-align: start;\">2: Pressure US Producers</p><p style=\"text-align: start;\">Don’t be surprised if there are more political attacks on the US energy sector, which has ignored repeated pleas from Biden over the past year to accelerate production increases, and received tongue-lashings for making record profits. For all the rhetoric, domestic oil output continues to grow slowly, with the industry reluctant to ramp up drilling and risk a repeat of previous boom-and-bust cycles.</p><p style=\"text-align: start;\">“Since the US can’t really force the hand of the OPEC+ members, the proverbial ‘whipping person’ will be the domestic oil and gas industry,” said Timm Schneider, an analyst who runs The Schneider Capital Group LLC.</p><p style=\"text-align: start;\">The Energy Department referred a request for comment to the White House National Security Council. “We will continue to work with all producers and consumers to ensure energy markets support economic growth and lower prices for American consumers,” a spokesman for the council said. “We’re focused on prices for American consumers, not barrels, and prices have come down significantly since last year.”</p><p style=\"text-align: start;\">3: Back ‘NOPEC’</p><p style=\"text-align: start;\">The White House hinted last year, in response to OPEC+’s unexpected decision to cut production by 2 million barrels a day, that it could back legislation that would allow the US to take the dramatic step of suing OPEC nations. Ultimately, the administration backed off from supporting the bill — the “No Oil Producing and Exporting Cartels Act,” or “NOPEC” — amid warnings of the effects it could have on diplomatic relations and the defense industry.</p><p style=\"text-align: start;\">4: Export Curbs</p><p style=\"text-align: start;\">Other levers the Biden administration has at its disposal include limiting the export of gasoline and diesel. The White House considered that option last year as a potential means to tame pump prices, which reached an all-time high in June, but it never pulled the trigger. Analysts said moving ahead with the curbs could backfire and actually lead to higher prices in some parts of the US.</p><p style=\"text-align: start;\">“If we go into the summer with gasoline at $4 a gallon, I would think they would also revive consideration of product export restrictions,” said Bob McNally, president of consultant Rapidan Energy Group and a former White House official. “If this leads to an overtighting of the oil markets — as they say in the Navy, stand by for heavy rolls.”</p><p style=\"text-align: start;\">Requiring oil companies to store more fuel in inside the US — mandatory stockpile requirements that were considered last year in response to previously low fuel inventories — is an option that could return to the table as well if gasoline prices remain high, McNally said.</p><p style=\"text-align: start;\">5: Do Nothing</p><p style=\"text-align: start;\">Standing pat is also very much an option, said David Goldwyn, an energy envoy under former President Barack Obama and now the president of consulting firm Goldwyn Global Strategies.</p><p style=\"text-align: start;\">“This looks like a market-based cut from OPEC, which does not require an administration response,” Goldwyn said. “OPEC is anticipating slow demand growth. This year’s congressionally mandated sale has not hit the market and OPEC’s action is probably designed in part to counteract that.”</p></body></html>","source":"lsy1584095487587","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>Biden Has Limited Options to Respond to OPEC+’s Oil Cut</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\">\nBiden Has Limited Options to Respond to OPEC+’s Oil Cut\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-03 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/biden-limited-options-respond-opec-233609841.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>OPEC+’s surprise move to cut 1 million barrels a day of oil production is poised to raise US fuel prices just as President Joe Biden is expected to launch his re-election campaign. He has a limited ...</p>\n\n<a href=\"https://finance.yahoo.com/news/biden-limited-options-respond-opec-233609841.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/biden-limited-options-respond-opec-233609841.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172231093","content_text":"OPEC+’s surprise move to cut 1 million barrels a day of oil production is poised to raise US fuel prices just as President Joe Biden is expected to launch his re-election campaign. He has a limited range of options with which to respond.1: Tap the Strategic ReserveBiden may go for another release of oil from the Strategic Petroleum Reserve. The emergency stockpile was created in the 1970s after the Arab oil embargo. It’s holding about 371 million of barrels, according to Energy Department data, around half the SPR’s capacity, largely due to a historic release of 180 million barrels last year to tame surging gasoline prices in the wake of the war in Ukraine.The administration has made refilling the SPR a priority, but it has been hampered by factors that include maintenance at two of the reserve’s four sites. Energy Secretary Jennifer Granholm has said the government isn’t able to release oil from the cache and refill it at the same time, so an emergency sale would likely further delay any plans for replenishment.Still, there’s nothing to stop another sale, said Kevin Book, managing director of ClearView Energy Partners, a Washington consulting firm. “President Biden has taken ownership of gasoline prices in ways other president’s before him have not,” Book said. “If he continues that, it creates possibility for more interventions.”2: Pressure US ProducersDon’t be surprised if there are more political attacks on the US energy sector, which has ignored repeated pleas from Biden over the past year to accelerate production increases, and received tongue-lashings for making record profits. For all the rhetoric, domestic oil output continues to grow slowly, with the industry reluctant to ramp up drilling and risk a repeat of previous boom-and-bust cycles.“Since the US can’t really force the hand of the OPEC+ members, the proverbial ‘whipping person’ will be the domestic oil and gas industry,” said Timm Schneider, an analyst who runs The Schneider Capital Group LLC.The Energy Department referred a request for comment to the White House National Security Council. “We will continue to work with all producers and consumers to ensure energy markets support economic growth and lower prices for American consumers,” a spokesman for the council said. “We’re focused on prices for American consumers, not barrels, and prices have come down significantly since last year.”3: Back ‘NOPEC’The White House hinted last year, in response to OPEC+’s unexpected decision to cut production by 2 million barrels a day, that it could back legislation that would allow the US to take the dramatic step of suing OPEC nations. Ultimately, the administration backed off from supporting the bill — the “No Oil Producing and Exporting Cartels Act,” or “NOPEC” — amid warnings of the effects it could have on diplomatic relations and the defense industry.4: Export CurbsOther levers the Biden administration has at its disposal include limiting the export of gasoline and diesel. The White House considered that option last year as a potential means to tame pump prices, which reached an all-time high in June, but it never pulled the trigger. Analysts said moving ahead with the curbs could backfire and actually lead to higher prices in some parts of the US.“If we go into the summer with gasoline at $4 a gallon, I would think they would also revive consideration of product export restrictions,” said Bob McNally, president of consultant Rapidan Energy Group and a former White House official. “If this leads to an overtighting of the oil markets — as they say in the Navy, stand by for heavy rolls.”Requiring oil companies to store more fuel in inside the US — mandatory stockpile requirements that were considered last year in response to previously low fuel inventories — is an option that could return to the table as well if gasoline prices remain high, McNally said.5: Do NothingStanding pat is also very much an option, said David Goldwyn, an energy envoy under former President Barack Obama and now the president of consulting firm Goldwyn Global Strategies.“This looks like a market-based cut from OPEC, which does not require an administration response,” Goldwyn said. “OPEC is anticipating slow demand growth. This year’s congressionally mandated sale has not hit the market and OPEC’s action is probably designed in part to counteract that.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941407035,"gmtCreate":1680509848028,"gmtModify":1680509852145,"author":{"id":"3575091428590185","authorId":"3575091428590185","name":"HENRYCSC","avatar":"https://static.tigerbbs.com/6d47a6dec25b21dc547a5b982674c499","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091428590185","authorIdStr":"3575091428590185"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941407035","repostId":"1145499771","repostType":4,"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9942945831,"gmtCreate":1681122106823,"gmtModify":1681122110338,"author":{"id":"3575091428590185","authorId":"3575091428590185","name":"HENRYCSC","avatar":"https://static.tigerbbs.com/6d47a6dec25b21dc547a5b982674c499","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091428590185","authorIdStr":"3575091428590185"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942945831","repostId":"1183107927","repostType":2,"repost":{"id":"1183107927","pubTimestamp":1681117877,"share":"https://ttm.financial/m/news/1183107927?lang=&edition=fundamental","pubTime":"2023-04-10 17:11","market":"us","language":"en","title":"Hedge Funds Rushed to Short Treasuries in Time for Payrolls Beat","url":"https://stock-news.laohu8.com/highlight/detail?id=1183107927","media":"Bloomberg","summary":"Net shorts rose by most in a year in week ending TuesdayStill room for more upward repricing in yiel","content":"<html><head></head><body><ul><li><p>Net shorts rose by most in a year in week ending Tuesday</p></li></ul><ul><li><p>Still room for more upward repricing in yields, Goldman says</p></li></ul><p>Speculators timed it just about perfectly before Friday’s strong US payrolls data, adding the most to their bets against benchmark Treasuries in just over a year. </p><p>Net-short leveraged fund positions in 10-year futures climbed by almost 150,000 contracts in the week to last Tuesday, the biggest bearish shift since March 2022, according to the latest report from the Commodity Futures Trading Commission. Treasuries tumbled Friday after the March labor data boosted expectations that the Federal Reserve will hike rates by a quarter point in early May.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4e05e22e4567dfe90505a71d6f6c04d\" alt=\" \" title=\" \" tg-width=\"620\" tg-height=\"348\"/><span> </span></p><p>Fast-money funds look to be tentatively dipping their toes into bets against longer-dated bonds after getting burned in the recent banking crisis volatility when they positioned for higher yields in shorter maturities. Speculators have now largely covered their shorts on front-end bonds, according to data from Citigroup Inc.</p><p>Traders are betting the Fed will hike again in May as the US economy is showing resilience despite the turmoil in the banking sector. The 10-year note yielded around 3.37% Monday, up from Friday’s low of 3.25%.</p><p>“Although US yields bounced following the jobs report, they remain below levels from the prior week, leaving room for more upward repricing,” Goldman Sachs Group analysts including Praveen Korapaty wrote in a note. “The mix of March data thus far should solidify the case for a hike at the upcoming May FOMC meeting.”</p></body></html>","source":"lsy1584095487587","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>Hedge Funds Rushed to Short Treasuries in Time for Payrolls Beat</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\">\nHedge Funds Rushed to Short Treasuries in Time for Payrolls Beat\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-10 17:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-04-10/hedge-funds-rushed-to-short-treasuries-in-time-for-payrolls-beat?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Net shorts rose by most in a year in week ending TuesdayStill room for more upward repricing in yields, Goldman saysSpeculators timed it just about perfectly before Friday’s strong US payrolls data, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-04-10/hedge-funds-rushed-to-short-treasuries-in-time-for-payrolls-beat?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2023-04-10/hedge-funds-rushed-to-short-treasuries-in-time-for-payrolls-beat?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183107927","content_text":"Net shorts rose by most in a year in week ending TuesdayStill room for more upward repricing in yields, Goldman saysSpeculators timed it just about perfectly before Friday’s strong US payrolls data, adding the most to their bets against benchmark Treasuries in just over a year. Net-short leveraged fund positions in 10-year futures climbed by almost 150,000 contracts in the week to last Tuesday, the biggest bearish shift since March 2022, according to the latest report from the Commodity Futures Trading Commission. Treasuries tumbled Friday after the March labor data boosted expectations that the Federal Reserve will hike rates by a quarter point in early May. Fast-money funds look to be tentatively dipping their toes into bets against longer-dated bonds after getting burned in the recent banking crisis volatility when they positioned for higher yields in shorter maturities. Speculators have now largely covered their shorts on front-end bonds, according to data from Citigroup Inc.Traders are betting the Fed will hike again in May as the US economy is showing resilience despite the turmoil in the banking sector. The 10-year note yielded around 3.37% Monday, up from Friday’s low of 3.25%.“Although US yields bounced following the jobs report, they remain below levels from the prior week, leaving room for more upward repricing,” Goldman Sachs Group analysts including Praveen Korapaty wrote in a note. “The mix of March data thus far should solidify the case for a hike at the upcoming May FOMC meeting.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943134877,"gmtCreate":1679269014600,"gmtModify":1679269018548,"author":{"id":"3575091428590185","authorId":"3575091428590185","name":"HENRYCSC","avatar":"https://static.tigerbbs.com/6d47a6dec25b21dc547a5b982674c499","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091428590185","authorIdStr":"3575091428590185"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":25,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943134877","repostId":"2320342540","repostType":4,"repost":{"id":"2320342540","pubTimestamp":1679252400,"share":"https://ttm.financial/m/news/2320342540?lang=&edition=fundamental","pubTime":"2023-03-20 03:00","market":"us","language":"en","title":"Nike, Chevron, Nvidia, and More Stocks to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2320342540","media":"marketwatch","summary":"The Federal Reserve’s interest-rate decision on Wednesday will be the main event during a week with ","content":"<html><head></head><body><p>The Federal Reserve’s interest-rate decision on Wednesday will be the main event during a week with several notable earnings reports and investor days, plus the latest economic data.</p><p>The Federal Open Market Committee concludes a two-day meeting on Wednesday afternoon, with a decision due at 2 p.m. ET. Chairman Jerome Powell will hold a press conference 30 minutes later. Futures markets-implied odds of changes in the federal-funds rate have swung wildly after a series of bank crises. Going into the week, odds were leaning toward a quarter-point hike.</p><p>Central-bank watchers will also be awaiting a decision from the Bank of England on Thursday. Back in Washington, Treasury Secretary Janet Yellen will testify before Congressional subcommittees on Wednesday and Thursday. She’s expected to discuss the recent turmoil in banks, President Joe Biden’s fiscal-2024 budget proposal, and the latest on the U.S. debt ceiling.</p><p>Companies reporting this week will include Nike on Tuesday, Chewy on Wednesday, and Accenture, Darden Restaurants, and General Mills all on Thursday. Investor meetings will be hosted by <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> and Nvidia on Tuesday, Autodesk on Wednesday, and Altria Group and Chevron on Thursday.</p><p>The economic-data highlights of the week will fall on Friday: The Census Bureau releases the durable-goods report for February and S&amp;P Global releases both its Manufacturing and Services Purchasing Managers’ indexes for March. There will also be data on the U.S. housing market published earlier in the week.</p><h6>Tuesday 3/21</h6><p>Nike reports third-quarter fiscal-2023 results.</p><p>Adobe, Nvidia, and Roper Technologies hold investor meetings.</p><p><b>The National Association</b> of Realtors reports existing-home sales for February. Consensus estimate is for a seasonally adjusted annual rate of 4.2 million homes sold, 200,000 more than in January. Existing-home sales have fallen for 12 consecutive months to the lowest level in more than a decade, as sharply rising mortgage rates have sent a chill through the housing market.</p><h6>Wednesday 3/22</h6><p><b>Treasury Secretary Janet Yellen</b> appears before a Senate subcommittee to discuss President Joe Biden’s fiscal-2024 budget proposal. She will testify on Thursday before a House Appropriations subcommittee, with the debt-ceiling battle at the forefront.</p><p>Chewy reports fourth-quarter fiscal-2022 earnings.</p><p>Autodesk and Hershey hold their 2023 investor days.</p><p><b>The Federal Open Market</b> Committee announces its monetary-policy decision. Traders are pricing in a 75% chance that the FOMC will raise the federal-funds rate by a quarter of a percentage point to 4.75%-5.00%. Less than two weeks ago, following Fed Chairman Jerome Powell’s hawkish testimony in front of the Senate, the discussion on Wall Street was whether the central bank would raise interest rates by a quarter or a half percentage point at this meeting. But the collapse of Silicon Valley Bank and <a href=\"https://laohu8.com/S/SBNYP\">Signature Bank</a> has caused historic swings in the bond market, with yields plunging at the swiftest rate in four decades.</p><h6>Thursday 3/23</h6><p>Accenture, Darden Restaurants, FactSet Research Systems, and General Mills hold conference calls to discuss quarterly results.</p><p>Chevron and <a href=\"https://laohu8.com/S/ELV\">Elevance Health</a> host investor meetings.</p><p>Altria Group and Genuine Parts hold their annual investor days.</p><p><b>The Bank of England </b>announces its monetary-policy decision. The market sees it as a coin flip whether the BOE will keep its bank rate unchanged at 4% or raise it by a quarter of a percentage point.</p><p><b>The Census Bureau</b> reports new residential-sales statistics for February. Expectations are for a seasonally adjusted annual rate of 635,000 new homes sold, 35,000 less than previously.</p><h6>Friday 3/24</h6><p><b>The Census Bureau</b> releases the durable-goods report for February. Economists forecast that new orders for manufactured durable goods will increase 0.6% from January, to $274 billion. Excluding transportation, durable goods are seen gaining 0.5%.</p><p><b>S&amp;P Global releases </b>both its Manufacturing and Services Purchasing Managers’ indexes for March. The consensus call is for a 47 reading for the Manufacturing PMI and a 50.2 for the Services PMI. Both figures are roughly even with the February data.</p></body></html>","source":"mwatch_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>Nike, Chevron, Nvidia, and More Stocks to Watch This Week</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\">\nNike, Chevron, Nvidia, and More Stocks to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-20 03:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/nike-chevron-nvidia-altria-adobe-and-more-stocks-to-watch-this-week-b04017fa?mod=newsviewer_click><strong>marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve’s interest-rate decision on Wednesday will be the main event during a week with several notable earnings reports and investor days, plus the latest economic data.The Federal Open ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/nike-chevron-nvidia-altria-adobe-and-more-stocks-to-watch-this-week-b04017fa?mod=newsviewer_click\">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","NKE":"耐克","CVX":"雪佛龙"},"source_url":"https://www.marketwatch.com/articles/nike-chevron-nvidia-altria-adobe-and-more-stocks-to-watch-this-week-b04017fa?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2320342540","content_text":"The Federal Reserve’s interest-rate decision on Wednesday will be the main event during a week with several notable earnings reports and investor days, plus the latest economic data.The Federal Open Market Committee concludes a two-day meeting on Wednesday afternoon, with a decision due at 2 p.m. ET. Chairman Jerome Powell will hold a press conference 30 minutes later. Futures markets-implied odds of changes in the federal-funds rate have swung wildly after a series of bank crises. Going into the week, odds were leaning toward a quarter-point hike.Central-bank watchers will also be awaiting a decision from the Bank of England on Thursday. Back in Washington, Treasury Secretary Janet Yellen will testify before Congressional subcommittees on Wednesday and Thursday. She’s expected to discuss the recent turmoil in banks, President Joe Biden’s fiscal-2024 budget proposal, and the latest on the U.S. debt ceiling.Companies reporting this week will include Nike on Tuesday, Chewy on Wednesday, and Accenture, Darden Restaurants, and General Mills all on Thursday. Investor meetings will be hosted by Adobe and Nvidia on Tuesday, Autodesk on Wednesday, and Altria Group and Chevron on Thursday.The economic-data highlights of the week will fall on Friday: The Census Bureau releases the durable-goods report for February and S&P Global releases both its Manufacturing and Services Purchasing Managers’ indexes for March. There will also be data on the U.S. housing market published earlier in the week.Tuesday 3/21Nike reports third-quarter fiscal-2023 results.Adobe, Nvidia, and Roper Technologies hold investor meetings.The National Association of Realtors reports existing-home sales for February. Consensus estimate is for a seasonally adjusted annual rate of 4.2 million homes sold, 200,000 more than in January. Existing-home sales have fallen for 12 consecutive months to the lowest level in more than a decade, as sharply rising mortgage rates have sent a chill through the housing market.Wednesday 3/22Treasury Secretary Janet Yellen appears before a Senate subcommittee to discuss President Joe Biden’s fiscal-2024 budget proposal. She will testify on Thursday before a House Appropriations subcommittee, with the debt-ceiling battle at the forefront.Chewy reports fourth-quarter fiscal-2022 earnings.Autodesk and Hershey hold their 2023 investor days.The Federal Open Market Committee announces its monetary-policy decision. Traders are pricing in a 75% chance that the FOMC will raise the federal-funds rate by a quarter of a percentage point to 4.75%-5.00%. Less than two weeks ago, following Fed Chairman Jerome Powell’s hawkish testimony in front of the Senate, the discussion on Wall Street was whether the central bank would raise interest rates by a quarter or a half percentage point at this meeting. But the collapse of Silicon Valley Bank and Signature Bank has caused historic swings in the bond market, with yields plunging at the swiftest rate in four decades.Thursday 3/23Accenture, Darden Restaurants, FactSet Research Systems, and General Mills hold conference calls to discuss quarterly results.Chevron and Elevance Health host investor meetings.Altria Group and Genuine Parts hold their annual investor days.The Bank of England announces its monetary-policy decision. The market sees it as a coin flip whether the BOE will keep its bank rate unchanged at 4% or raise it by a quarter of a percentage point.The Census Bureau reports new residential-sales statistics for February. Expectations are for a seasonally adjusted annual rate of 635,000 new homes sold, 35,000 less than previously.Friday 3/24The Census Bureau releases the durable-goods report for February. Economists forecast that new orders for manufactured durable goods will increase 0.6% from January, to $274 billion. Excluding transportation, durable goods are seen gaining 0.5%.S&P Global releases both its Manufacturing and Services Purchasing Managers’ indexes for March. The consensus call is for a 47 reading for the Manufacturing PMI and a 50.2 for the Services PMI. Both figures are roughly even with the February data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947016817,"gmtCreate":1682344513439,"gmtModify":1682344517790,"author":{"id":"3575091428590185","authorId":"3575091428590185","name":"HENRYCSC","avatar":"https://static.tigerbbs.com/6d47a6dec25b21dc547a5b982674c499","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091428590185","authorIdStr":"3575091428590185"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947016817","repostId":"1156592135","repostType":4,"repost":{"id":"1156592135","pubTimestamp":1682349742,"share":"https://ttm.financial/m/news/1156592135?lang=&edition=fundamental","pubTime":"2023-04-24 23:22","market":"us","language":"en","title":"Tesla: Buy The Fear, Sell The Hype, Rinse And Repeat","url":"https://stock-news.laohu8.com/highlight/detail?id=1156592135","media":"Seekingalpha","summary":"SummaryTesla's earnings release for Q1'23 resulted in a 10% share price drop.After selling out of Te","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Tesla&#39;s earnings release for Q1&#39;23 resulted in a 10% share price drop.</p></li><li><p>After selling out of Tesla in February, I am rebuying Tesla at a much more attractive valuation.</p></li><li><p>Tesla is set to continue to dominate the EV market due to its large size and scale, but short-term profitability risks have risen.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e94c2a45c7301b8ea00c807d826e5dd\" alt=\"Tesla Shanghai Gigafactory\" title=\"Tesla Shanghai Gigafactory\" tg-width=\"750\" tg-height=\"563\"/><span>Tesla Shanghai Gigafactory</span></p><p style=\"text-align: left;\">After <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>&#39;s valuation soared more than 100% between January 2023 and February 2023, I recommended investors to sell the EV company&#39;s shares as there was a clear risk of an overheating stock price rally -- Tesla: Take Profits When Others Are Greedy. In recent days, however, Tesla&#39;s shares have seen new selling pressure related to Tesla&#39;s Q1&#39;23 earnings release and Elon Musk&#39;s comments about future EV price cuts. These cuts could lead to long term market share gains, but they also pose a short term risk of resulting in smaller operating income margins... which continued to contract in Q1&#39;23. I believe new market fears about Tesla offer a great new entry into Tesla&#39;s shares, at a much more attractive valuation!</p><h2 style=\"text-align: left;\">Tesla misses on Q1&#39;23 earnings</h2><p style=\"text-align: left;\">Tesla reported $0.85 per-share in adjusted EPS for the first-quarter, meeting expectations, but the EV company missed on the top line. The earnings release resulted in a 10% share price drop, one that I am buying.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c4bde5788aad388971ca850851ea421\" alt=\"Source: Tesla\" title=\"Source: Tesla\" tg-width=\"640\" tg-height=\"252\"/><span>Source: Tesla</span></p><h2 style=\"text-align: left;\">Operating margins may further erode if Tesla continues to lower prices to drive demand and revenue growth</h2><p style=\"text-align: left;\">One major problem that Tesla is currently dealing with is that the EV company is aggressively lowering product prices in order to spur demand which is a risky strategy that may backfire if other EV manufacturers take the bait and also lower EV prices aggressively. Elon Musk recently made comments about Tesla&#39;s pricing strategy, indicating that the company may further lower prices in order to grow revenues.</p><p style=\"text-align: left;\">Revenue growth is extremely important for Tesla because the company is seen chiefly as a growth stock. Tesla&#39;s revenue growth has moderated since reaching a peak during the pandemic: total revenues hit $23.3B in Q1&#39;23, showing just about 24% growth.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5330f8ddfefa09619e74582f829286f\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"417\"/><span>Data by YCharts</span></p><p style=\"text-align: left;\">Tesla is profitable and an industry-leader and can afford to forgo short term profitability. The EV company reported $2.5B in net income in the first-quarter, showing a 24% decline year over year. However, due to Tesla&#39;s aggressive pricing strategy, which saw the 6th round of recent price cuts just before earnings, could potential further weigh on the EV company&#39;s short term profitability outlook. Tesla lowered the prices for the Model Y by 6% and for the Model 3 by 5%. Tesla&#39;s margins are also at risk of further eroding if Tesla follows through with this strategy: the company&#39;s GAAP gross margin slumped from 29.1% in the year-earlier period to 19.3% in Q1&#39;23, showing a decline of nearly 10 PP.</p><p style=\"text-align: left;\">Tesla&#39;s operating margins fell almost 8 PP year over year to 11.4% and I do see elevated margin risks for Tesla if Elon Musk continues to push for price cuts.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a057fc3860276d87e9d988da140350e\" alt=\"Source: Tesla\" title=\"Source: Tesla\" tg-width=\"640\" tg-height=\"201\"/><span>Source: Tesla</span></p><p style=\"text-align: left;\">Tesla&#39;s operating margins are still solid when compared to the broader auto sector. They also trended up sharply, starting in Q1&#39;20, as Tesla reached critical scale and pushed the ramp of its Model 3 and Model Y, two of the company&#39;s most popular EV models on a global basis. The broader auto industry is looking at average operating margins.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4fc0f571ada9aa2b8f23a4485564c472\" alt=\"Source: Tesla\" title=\"Source: Tesla\" tg-width=\"640\" tg-height=\"494\"/><span>Source: Tesla</span></p><h2 style=\"text-align: left;\">Tesla is attractively valued again</h2><p style=\"text-align: left;\">I must confess that I was lucky when I recommended to sell Tesla in February at $204. However, the 10% share price drop on Thursday seems exaggerated to me and I have bought the drop again at ~$165, effectively restarting a new position in the EV company. I believe the valuation is attractively chiefly because of Tesla&#39;s aggressive focus to grow revenues which may grow even faster than what the current consensus indicates.</p><p style=\"text-align: left;\">Analysts currently estimate that Tesla could generate revenues of $100.4B in FY 2023 and $131.0B in FY 2024, implying a year over year growth rate of 30%. In FY 2023, Tesla is expected to grow revenues 23%, so analysts expect an acceleration of growth to occur which relates to the continual scaling of Tesla&#39;s Model 3 and Y production, but also to the beginning ramp of the Cybertruck which is expected to hit the market in the middle of FY 2023. However, with Tesla pursuing an aggressive pricing strategy, revenue may grow even more rapidly than the 30% growth rate implied by analysts&#39; top line estimates.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45267019e1945f4058d269c50e8d760a\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"433\"/><span>Data by YCharts</span></p><p style=\"text-align: left;\">Based off of current top line estimates, Tesla is valued at 4.0X FY 2024 revenues, but investors currently get a 39% discount to the company&#39;s 1-year average P/S ratio. Tesla achieved a P/S ratio as high as 10.4X within the last year, so I believe shares have considerable re-rating potential once investors are prepared to move on from the price cut announcement.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c569afaf180d39d2dad51061e24c0df1\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"417\"/><span>Data by YCharts</span></p><p style=\"text-align: left;\">Compared against other US-based EV companies, Tesla is still the best deal in the industry, in my opinion, despite a slightly higher P/S ratio. This is because the EV company has an unparalleled size and scale and Tesla has already achieved considerable net income profitability. Other companies like Lucid Group (LCID) and Rivian Automotive (RIVN) are still in the start-up phase and are deeply earnings and free cash flow negative.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9542f6d59734b846effcfe01362a716\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"450\"/><span>Data by YCharts</span></p><h2 style=\"text-align: left;\">Risks with Tesla</h2><p style=\"text-align: left;\">The biggest commercial risk for Tesla right now is that the company&#39;s operating margins will continue to erode in order for Tesla to spur revenue growth and gain market share. This could be a risky strategy for the company, especially if other EV manufacturers follow suit and lower their product prices, which, in the worst-case, could lead to an escalating price war in the EV segment where margins are already low. Tesla is the leading global EV brand, but weaker margins are unlikely to win the cheers of investors and may ultimately hurt Tesla&#39;s profitability.</p><h2 style=\"text-align: left;\">Final thoughts</h2><p style=\"text-align: left;\">I believe investors should see last week&#39;s 10% price correction as a strong buying opportunity now that investors have become more fearful again. While it is true that Tesla is going to pay for stronger revenue growth with lower profits in the short term, it could be a successful strategy to drive electric vehicle demand and therefore lead to market share gains. Since Tesla, as opposed to many other start-ups in the EV industry, is already profitable, the company can afford an aggressive pricing strategy. Since shares of Tesla once again dropped and fear has affected the market again, I believe this 10% sell-off is a new opportunity to capitalize on this fear. The time for me to sell shares of Tesla, again, will be when the market turns super bullish on the EV company and investors are euphoric.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Buy The Fear, Sell The Hype, Rinse And Repeat</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Buy The Fear, Sell The Hype, Rinse And Repeat\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-24 23:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4595961-tesla-buy-fear-sell-hype-rinse-repeat><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla's earnings release for Q1'23 resulted in a 10% share price drop.After selling out of Tesla in February, I am rebuying Tesla at a much more attractive valuation.Tesla is set to continue to...</p>\n\n<a href=\"https://seekingalpha.com/article/4595961-tesla-buy-fear-sell-hype-rinse-repeat\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4595961-tesla-buy-fear-sell-hype-rinse-repeat","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1156592135","content_text":"SummaryTesla's earnings release for Q1'23 resulted in a 10% share price drop.After selling out of Tesla in February, I am rebuying Tesla at a much more attractive valuation.Tesla is set to continue to dominate the EV market due to its large size and scale, but short-term profitability risks have risen.Tesla Shanghai GigafactoryAfter Tesla's valuation soared more than 100% between January 2023 and February 2023, I recommended investors to sell the EV company's shares as there was a clear risk of an overheating stock price rally -- Tesla: Take Profits When Others Are Greedy. In recent days, however, Tesla's shares have seen new selling pressure related to Tesla's Q1'23 earnings release and Elon Musk's comments about future EV price cuts. These cuts could lead to long term market share gains, but they also pose a short term risk of resulting in smaller operating income margins... which continued to contract in Q1'23. I believe new market fears about Tesla offer a great new entry into Tesla's shares, at a much more attractive valuation!Tesla misses on Q1'23 earningsTesla reported $0.85 per-share in adjusted EPS for the first-quarter, meeting expectations, but the EV company missed on the top line. The earnings release resulted in a 10% share price drop, one that I am buying.Source: TeslaOperating margins may further erode if Tesla continues to lower prices to drive demand and revenue growthOne major problem that Tesla is currently dealing with is that the EV company is aggressively lowering product prices in order to spur demand which is a risky strategy that may backfire if other EV manufacturers take the bait and also lower EV prices aggressively. Elon Musk recently made comments about Tesla's pricing strategy, indicating that the company may further lower prices in order to grow revenues.Revenue growth is extremely important for Tesla because the company is seen chiefly as a growth stock. Tesla's revenue growth has moderated since reaching a peak during the pandemic: total revenues hit $23.3B in Q1'23, showing just about 24% growth.Data by YChartsTesla is profitable and an industry-leader and can afford to forgo short term profitability. The EV company reported $2.5B in net income in the first-quarter, showing a 24% decline year over year. However, due to Tesla's aggressive pricing strategy, which saw the 6th round of recent price cuts just before earnings, could potential further weigh on the EV company's short term profitability outlook. Tesla lowered the prices for the Model Y by 6% and for the Model 3 by 5%. Tesla's margins are also at risk of further eroding if Tesla follows through with this strategy: the company's GAAP gross margin slumped from 29.1% in the year-earlier period to 19.3% in Q1'23, showing a decline of nearly 10 PP.Tesla's operating margins fell almost 8 PP year over year to 11.4% and I do see elevated margin risks for Tesla if Elon Musk continues to push for price cuts.Source: TeslaTesla's operating margins are still solid when compared to the broader auto sector. They also trended up sharply, starting in Q1'20, as Tesla reached critical scale and pushed the ramp of its Model 3 and Model Y, two of the company's most popular EV models on a global basis. The broader auto industry is looking at average operating margins.Source: TeslaTesla is attractively valued againI must confess that I was lucky when I recommended to sell Tesla in February at $204. However, the 10% share price drop on Thursday seems exaggerated to me and I have bought the drop again at ~$165, effectively restarting a new position in the EV company. I believe the valuation is attractively chiefly because of Tesla's aggressive focus to grow revenues which may grow even faster than what the current consensus indicates.Analysts currently estimate that Tesla could generate revenues of $100.4B in FY 2023 and $131.0B in FY 2024, implying a year over year growth rate of 30%. In FY 2023, Tesla is expected to grow revenues 23%, so analysts expect an acceleration of growth to occur which relates to the continual scaling of Tesla's Model 3 and Y production, but also to the beginning ramp of the Cybertruck which is expected to hit the market in the middle of FY 2023. However, with Tesla pursuing an aggressive pricing strategy, revenue may grow even more rapidly than the 30% growth rate implied by analysts' top line estimates.Data by YChartsBased off of current top line estimates, Tesla is valued at 4.0X FY 2024 revenues, but investors currently get a 39% discount to the company's 1-year average P/S ratio. Tesla achieved a P/S ratio as high as 10.4X within the last year, so I believe shares have considerable re-rating potential once investors are prepared to move on from the price cut announcement.Data by YChartsCompared against other US-based EV companies, Tesla is still the best deal in the industry, in my opinion, despite a slightly higher P/S ratio. This is because the EV company has an unparalleled size and scale and Tesla has already achieved considerable net income profitability. Other companies like Lucid Group (LCID) and Rivian Automotive (RIVN) are still in the start-up phase and are deeply earnings and free cash flow negative.Data by YChartsRisks with TeslaThe biggest commercial risk for Tesla right now is that the company's operating margins will continue to erode in order for Tesla to spur revenue growth and gain market share. This could be a risky strategy for the company, especially if other EV manufacturers follow suit and lower their product prices, which, in the worst-case, could lead to an escalating price war in the EV segment where margins are already low. Tesla is the leading global EV brand, but weaker margins are unlikely to win the cheers of investors and may ultimately hurt Tesla's profitability.Final thoughtsI believe investors should see last week's 10% price correction as a strong buying opportunity now that investors have become more fearful again. While it is true that Tesla is going to pay for stronger revenue growth with lower profits in the short term, it could be a successful strategy to drive electric vehicle demand and therefore lead to market share gains. Since Tesla, as opposed to many other start-ups in the EV industry, is already profitable, the company can afford an aggressive pricing strategy. Since shares of Tesla once again dropped and fear has affected the market again, I believe this 10% sell-off is a new opportunity to capitalize on this fear. The time for me to sell shares of Tesla, again, will be when the market turns super bullish on the EV company and investors are euphoric.","news_type":1},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941488105,"gmtCreate":1680532931508,"gmtModify":1680532935339,"author":{"id":"3575091428590185","authorId":"3575091428590185","name":"HENRYCSC","avatar":"https://static.tigerbbs.com/6d47a6dec25b21dc547a5b982674c499","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091428590185","authorIdStr":"3575091428590185"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941488105","repostId":"1121360458","repostType":4,"repost":{"id":"1121360458","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1680529202,"share":"https://ttm.financial/m/news/1121360458?lang=&edition=fundamental","pubTime":"2023-04-03 21:40","market":"us","language":"en","title":"Tesla Fell Over 3% in Morning Trading After Posting Its Q1 Deliveries Results","url":"https://stock-news.laohu8.com/highlight/detail?id=1121360458","media":"Tiger Newspress","summary":"Tesla Motors fell over 3% in morning trading after posting its Q1 deliveries results.It delivered 42","content":"<html><head></head><body><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d0cfe2f07a0202f16267076f32067c\" tg-width=\"657\" tg-height=\"520\"/></p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> fell over 3% in morning trading after posting its Q1 deliveries results.</p><p>It delivered 422,875 vehicles and produced 440,808 units in the first quarter, both quarterly records.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Fell Over 3% in Morning Trading After Posting Its Q1 Deliveries Results</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Fell Over 3% in Morning Trading After Posting Its Q1 Deliveries Results\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-04-03 21:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d0cfe2f07a0202f16267076f32067c\" tg-width=\"657\" tg-height=\"520\"/></p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> fell over 3% in morning trading after posting its Q1 deliveries results.</p><p>It delivered 422,875 vehicles and produced 440,808 units in the first quarter, both quarterly records.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121360458","content_text":"Tesla Motors fell over 3% in morning trading after posting its Q1 deliveries results.It delivered 422,875 vehicles and produced 440,808 units in the first quarter, both quarterly records.","news_type":1},"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947016674,"gmtCreate":1682344724798,"gmtModify":1682344729128,"author":{"id":"3575091428590185","authorId":"3575091428590185","name":"HENRYCSC","avatar":"https://static.tigerbbs.com/6d47a6dec25b21dc547a5b982674c499","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091428590185","authorIdStr":"3575091428590185"},"themes":[],"htmlText":"[惊讶]&nbsp;","listText":"[惊讶]&nbsp;","text":"[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947016674","repostId":"2329830054","repostType":4,"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941404747,"gmtCreate":1680509818389,"gmtModify":1680509822417,"author":{"id":"3575091428590185","authorId":"3575091428590185","name":"HENRYCSC","avatar":"https://static.tigerbbs.com/6d47a6dec25b21dc547a5b982674c499","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091428590185","authorIdStr":"3575091428590185"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941404747","repostId":"2324008859","repostType":4,"repost":{"id":"2324008859","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1680507817,"share":"https://ttm.financial/m/news/2324008859?lang=&edition=fundamental","pubTime":"2023-04-03 15:43","market":"us","language":"en","title":"This Signal for U.S. Stocks Bodes Well for a Rally As Some Stability Returns to the Banking Sector","url":"https://stock-news.laohu8.com/highlight/detail?id=2324008859","media":"Dow Jones","summary":"No guarantees of smooth sailing ahead for stocks, market strategists warnStocks rally as stress in t","content":"<html><head></head><body><p>No guarantees of smooth sailing ahead for stocks, market strategists warn</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00fee7bda0ffdc9d8957dc043378c90b\" alt=\"Stocks rally as stress in the U.S. bank system subsides. Here’s what to keep an eye out for in the coming months.\" title=\"Stocks rally as stress in the U.S. bank system subsides. Here’s what to keep an eye out for in the coming months.\" tg-width=\"700\" tg-height=\"487\"/><span>Stocks rally as stress in the U.S. bank system subsides. Here’s what to keep an eye out for in the coming months.</span></p><p>The U.S. stock market has been flashing an important signal that suggests concerns about the banking sector have dissipated after the sudden collapse of Silicon Valley Bank earlier in March.</p><p style=\"text-align: start;\">The Cboe Volatility Index, a gauge of expected volatility in the S&amp;P 500 index, dropped below the 20 level last week for the first time since March 8, suggesting a return to a lower risk environment that prevailed before Silicon Valley Bank first announced it had to sell securities to strengthen its deteriorating financial position.</p><p>The index, often referred to as Wall Street’s “fear gauge,” was down 1.7% at 18.70 on Friday after rising above 30 on March 13, the first trading day after regulators announced emergency measures to stem fallout from Silicon Valley Bank’s failure.</p><p>“It’s not a normal volatility environment,” said Johan Grahn, head ETF market strategist at AllianzIM. “We’ve spent 95% of trading days in the past 12 months above 20, while we were above 20 only 15% of the time in the 8-year period before the pandemic-driven volatility started in February of 2020.”</p><p>He also noted the VIX topped 30 in one of five days over the past 12 months on average, but only one in 100 days over the same 8-year period before the pandemic. </p><p>“Now we’re living in those periods as if it’s normal, but it’s not normal based on that history,” Grahn said. </p><p>Other market analysts also said investors should beware of what comes next.</p><h2 style=\"text-align: start;\">Interest rate cuts in 2023 could signal a tanking economy</h2><p style=\"text-align: start;\">The three major U.S. stock indexes ended the month on a positive note with the S&amp;P 500 gaining 3.5% and the Dow Jones Industrial Average up 1.9%, according to Dow Jones Market Data. The Nasdaq Composite advanced 6.7% as volatility in banking-sector stocks ignited a rush into the technology sector.</p><p>For the quarter, the Nasdaq Composite rose 16.8%, its best quarterly gain since at least the fourth quarter of 2020, according to Dow Jones Market Data. The S&amp;P 500, meanwhile, rose 7%, and the Dow advanced 0.4% in the first three months of 2023.</p><p style=\"text-align: start;\">“Those worst fears have been taken off the table, at least for the time being. I think you’re just seeing a reflection in the markets of that fact,” Grahn told MarketWatch via phone.</p><p style=\"text-align: start;\">“Fed Chairman Jerome Powell came out and started flexing his dovish wings a little bit by taking the banking issues into consideration and now leading the market to believe that maybe he will slow down what previously was communicated as more aggressive rate increases,” he said.</p><p style=\"text-align: start;\">Stress in the banking sector and a possible credit squeeze has led markets to reprice expectations of future monetary tightening by the Federal Reserve. Traders’ bets are tilted toward a pause in interest rate increases in May, with odds of a 25-basis-point increase at 49%, according to CME FedWatch tool.</p><p style=\"text-align: start;\">However, Grahn thinks if investors expect rate cuts will happen later this year, that could suggest the economy will tank “very soon” and in a “very painful way.”</p><p style=\"text-align: start;\">Investors are effectively saying “there will be so much pain coming through the system so that the Fed cannot make an argument that holds water for why they want to keep the rates high,” said Grahn. “The risk sensitivity between what the market is pricing in terms of rate increases and where the Fed is telling the market that they’re going to be is way too wide. And the way that the market can be right is if we have a disastrous couple of months ahead of us.”</p><h2 style=\"text-align: start;\">Liquidity spigot, back on</h2><p style=\"text-align: start;\">David Waddell, CEO and chief investment strategist at Waddell &amp; Associates, said<strong> </strong>it has been past bailout reassurances that have stabilized financial markets, because they neutralize the threat of banking stress.</p><p style=\"text-align: start;\">“Once the Fed turned on the ‘liquidity spigot’ and softened their rhetoric, the market took off, because while crises may destroy investor capital, bailouts create even more,” Waddell told MarketWatch in a phone interview.</p><p style=\"text-align: start;\">It also bolsters the case for a shallow recession, he said, because the Fed has shown a tendency to over medicate. “The ‘patient’ will be fine,” Waddell said.</p><p style=\"text-align: start;\">After Silicon Valley Bank failed earlier this month, U.S. Treasury Secretary Janet Yellen ruled out a return to broadscale federal bailouts for banks and emphasized the situation was very different from the 2008 financial crisis, which resulted in unprecedented measures to rescue the nation’s biggest banks. </p><h2 style=\"text-align: start;\">Big moves in Treasurys</h2><p style=\"text-align: start;\">U.S. Treasury yields tumbled in March with two-year rates posting their biggest monthly yield drop since January 2008. The yield on the two-year Treasury note traded at 4.06% on Friday, down 73.5<strong> </strong>basis points in March, according to Dow Jones Market Data.</p><p style=\"text-align: start;\">“So far, equities are holding up and economic data has not materially faltered, but I can say with confidence that moves of this magnitude in the Treasury market are not typically signals of smooth sailing ahead,” said Liz Young, head of investment strategy at SoFi.</p><p style=\"text-align: start;\">The ICE BofA MOVE Index, which measures the implied volatility of the U.S. Treasury markets rallied to 198.71 in mid-March, its highest level since 2008, according to FactSet data. </p><p style=\"text-align: start;\">“At the very least, they’re indicating that the uncertainty around Fed policy has risen. Not only due to the recent fears in the banking system — but to the unclear end to the Fed’s hiking cycle.” </p><h2 style=\"text-align: start;\">Earnings reports, March jobs data ahead</h2><p style=\"text-align: start;\">Waddell said investors shouldn’t rely too heavily on a few week’s gains in U.S. stocks, but thinks market sentiment could improve in April due to surprise in the “resilience of earnings and the robustness of them in the recovery.” </p><p style=\"text-align: start;\">However, John Butters, senior earnings analyst at FactSet, said there has been larger cuts than average to EPS estimates for S&amp;P 500 companies for the first quarter of 2023, given the continuing concerns in the market about bank liquidity and a possible broader economic recession.</p><p style=\"text-align: start;\">The estimated earnings decline for the index is 6.6% for the quarter. If that is the actual decline, it will mark the largest earnings decline reported by the index since the second quarter of 2020, Butters said in a Friday note. </p><p style=\"text-align: start;\">Several Federal Reserve speakers are on deck for next week, but the other big thing to watch will be the monthly jobs report for March from the U.S. Labor Department on Friday.</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>This Signal for U.S. Stocks Bodes Well for a Rally As Some Stability Returns to the Banking Sector</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\">\nThis Signal for U.S. Stocks Bodes Well for a Rally As Some Stability Returns to the Banking Sector\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-04-03 15:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>No guarantees of smooth sailing ahead for stocks, market strategists warn</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00fee7bda0ffdc9d8957dc043378c90b\" alt=\"Stocks rally as stress in the U.S. bank system subsides. Here’s what to keep an eye out for in the coming months.\" title=\"Stocks rally as stress in the U.S. bank system subsides. Here’s what to keep an eye out for in the coming months.\" tg-width=\"700\" tg-height=\"487\"/><span>Stocks rally as stress in the U.S. bank system subsides. Here’s what to keep an eye out for in the coming months.</span></p><p>The U.S. stock market has been flashing an important signal that suggests concerns about the banking sector have dissipated after the sudden collapse of Silicon Valley Bank earlier in March.</p><p style=\"text-align: start;\">The Cboe Volatility Index, a gauge of expected volatility in the S&amp;P 500 index, dropped below the 20 level last week for the first time since March 8, suggesting a return to a lower risk environment that prevailed before Silicon Valley Bank first announced it had to sell securities to strengthen its deteriorating financial position.</p><p>The index, often referred to as Wall Street’s “fear gauge,” was down 1.7% at 18.70 on Friday after rising above 30 on March 13, the first trading day after regulators announced emergency measures to stem fallout from Silicon Valley Bank’s failure.</p><p>“It’s not a normal volatility environment,” said Johan Grahn, head ETF market strategist at AllianzIM. “We’ve spent 95% of trading days in the past 12 months above 20, while we were above 20 only 15% of the time in the 8-year period before the pandemic-driven volatility started in February of 2020.”</p><p>He also noted the VIX topped 30 in one of five days over the past 12 months on average, but only one in 100 days over the same 8-year period before the pandemic. </p><p>“Now we’re living in those periods as if it’s normal, but it’s not normal based on that history,” Grahn said. </p><p>Other market analysts also said investors should beware of what comes next.</p><h2 style=\"text-align: start;\">Interest rate cuts in 2023 could signal a tanking economy</h2><p style=\"text-align: start;\">The three major U.S. stock indexes ended the month on a positive note with the S&amp;P 500 gaining 3.5% and the Dow Jones Industrial Average up 1.9%, according to Dow Jones Market Data. The Nasdaq Composite advanced 6.7% as volatility in banking-sector stocks ignited a rush into the technology sector.</p><p>For the quarter, the Nasdaq Composite rose 16.8%, its best quarterly gain since at least the fourth quarter of 2020, according to Dow Jones Market Data. The S&amp;P 500, meanwhile, rose 7%, and the Dow advanced 0.4% in the first three months of 2023.</p><p style=\"text-align: start;\">“Those worst fears have been taken off the table, at least for the time being. I think you’re just seeing a reflection in the markets of that fact,” Grahn told MarketWatch via phone.</p><p style=\"text-align: start;\">“Fed Chairman Jerome Powell came out and started flexing his dovish wings a little bit by taking the banking issues into consideration and now leading the market to believe that maybe he will slow down what previously was communicated as more aggressive rate increases,” he said.</p><p style=\"text-align: start;\">Stress in the banking sector and a possible credit squeeze has led markets to reprice expectations of future monetary tightening by the Federal Reserve. Traders’ bets are tilted toward a pause in interest rate increases in May, with odds of a 25-basis-point increase at 49%, according to CME FedWatch tool.</p><p style=\"text-align: start;\">However, Grahn thinks if investors expect rate cuts will happen later this year, that could suggest the economy will tank “very soon” and in a “very painful way.”</p><p style=\"text-align: start;\">Investors are effectively saying “there will be so much pain coming through the system so that the Fed cannot make an argument that holds water for why they want to keep the rates high,” said Grahn. “The risk sensitivity between what the market is pricing in terms of rate increases and where the Fed is telling the market that they’re going to be is way too wide. And the way that the market can be right is if we have a disastrous couple of months ahead of us.”</p><h2 style=\"text-align: start;\">Liquidity spigot, back on</h2><p style=\"text-align: start;\">David Waddell, CEO and chief investment strategist at Waddell &amp; Associates, said<strong> </strong>it has been past bailout reassurances that have stabilized financial markets, because they neutralize the threat of banking stress.</p><p style=\"text-align: start;\">“Once the Fed turned on the ‘liquidity spigot’ and softened their rhetoric, the market took off, because while crises may destroy investor capital, bailouts create even more,” Waddell told MarketWatch in a phone interview.</p><p style=\"text-align: start;\">It also bolsters the case for a shallow recession, he said, because the Fed has shown a tendency to over medicate. “The ‘patient’ will be fine,” Waddell said.</p><p style=\"text-align: start;\">After Silicon Valley Bank failed earlier this month, U.S. Treasury Secretary Janet Yellen ruled out a return to broadscale federal bailouts for banks and emphasized the situation was very different from the 2008 financial crisis, which resulted in unprecedented measures to rescue the nation’s biggest banks. </p><h2 style=\"text-align: start;\">Big moves in Treasurys</h2><p style=\"text-align: start;\">U.S. Treasury yields tumbled in March with two-year rates posting their biggest monthly yield drop since January 2008. The yield on the two-year Treasury note traded at 4.06% on Friday, down 73.5<strong> </strong>basis points in March, according to Dow Jones Market Data.</p><p style=\"text-align: start;\">“So far, equities are holding up and economic data has not materially faltered, but I can say with confidence that moves of this magnitude in the Treasury market are not typically signals of smooth sailing ahead,” said Liz Young, head of investment strategy at SoFi.</p><p style=\"text-align: start;\">The ICE BofA MOVE Index, which measures the implied volatility of the U.S. Treasury markets rallied to 198.71 in mid-March, its highest level since 2008, according to FactSet data. </p><p style=\"text-align: start;\">“At the very least, they’re indicating that the uncertainty around Fed policy has risen. Not only due to the recent fears in the banking system — but to the unclear end to the Fed’s hiking cycle.” </p><h2 style=\"text-align: start;\">Earnings reports, March jobs data ahead</h2><p style=\"text-align: start;\">Waddell said investors shouldn’t rely too heavily on a few week’s gains in U.S. stocks, but thinks market sentiment could improve in April due to surprise in the “resilience of earnings and the robustness of them in the recovery.” </p><p style=\"text-align: start;\">However, John Butters, senior earnings analyst at FactSet, said there has been larger cuts than average to EPS estimates for S&amp;P 500 companies for the first quarter of 2023, given the continuing concerns in the market about bank liquidity and a possible broader economic recession.</p><p style=\"text-align: start;\">The estimated earnings decline for the index is 6.6% for the quarter. If that is the actual decline, it will mark the largest earnings decline reported by the index since the second quarter of 2020, Butters said in a Friday note. </p><p style=\"text-align: start;\">Several Federal Reserve speakers are on deck for next week, but the other big thing to watch will be the monthly jobs report for March from the U.S. Labor Department on Friday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓",".DJI":"道琼斯","BK4504":"桥水持仓",".IXIC":"NASDAQ Composite","OEX":"标普100",".SPX":"S&P 500 Index","UPRO":"三倍做多标普500ETF","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","SPXU":"三倍做空标普500ETF","IVV":"标普500指数ETF","OEF":"标普100指数ETF-iShares","BK4559":"巴菲特持仓","SPY":"标普500ETF","BK4588":"碎股","BK4550":"红杉资本持仓","SDS":"两倍做空标普500ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2324008859","content_text":"No guarantees of smooth sailing ahead for stocks, market strategists warnStocks rally as stress in the U.S. bank system subsides. Here’s what to keep an eye out for in the coming months.The U.S. stock market has been flashing an important signal that suggests concerns about the banking sector have dissipated after the sudden collapse of Silicon Valley Bank earlier in March.The Cboe Volatility Index, a gauge of expected volatility in the S&P 500 index, dropped below the 20 level last week for the first time since March 8, suggesting a return to a lower risk environment that prevailed before Silicon Valley Bank first announced it had to sell securities to strengthen its deteriorating financial position.The index, often referred to as Wall Street’s “fear gauge,” was down 1.7% at 18.70 on Friday after rising above 30 on March 13, the first trading day after regulators announced emergency measures to stem fallout from Silicon Valley Bank’s failure.“It’s not a normal volatility environment,” said Johan Grahn, head ETF market strategist at AllianzIM. “We’ve spent 95% of trading days in the past 12 months above 20, while we were above 20 only 15% of the time in the 8-year period before the pandemic-driven volatility started in February of 2020.”He also noted the VIX topped 30 in one of five days over the past 12 months on average, but only one in 100 days over the same 8-year period before the pandemic. “Now we’re living in those periods as if it’s normal, but it’s not normal based on that history,” Grahn said. Other market analysts also said investors should beware of what comes next.Interest rate cuts in 2023 could signal a tanking economyThe three major U.S. stock indexes ended the month on a positive note with the S&P 500 gaining 3.5% and the Dow Jones Industrial Average up 1.9%, according to Dow Jones Market Data. The Nasdaq Composite advanced 6.7% as volatility in banking-sector stocks ignited a rush into the technology sector.For the quarter, the Nasdaq Composite rose 16.8%, its best quarterly gain since at least the fourth quarter of 2020, according to Dow Jones Market Data. The S&P 500, meanwhile, rose 7%, and the Dow advanced 0.4% in the first three months of 2023.“Those worst fears have been taken off the table, at least for the time being. I think you’re just seeing a reflection in the markets of that fact,” Grahn told MarketWatch via phone.“Fed Chairman Jerome Powell came out and started flexing his dovish wings a little bit by taking the banking issues into consideration and now leading the market to believe that maybe he will slow down what previously was communicated as more aggressive rate increases,” he said.Stress in the banking sector and a possible credit squeeze has led markets to reprice expectations of future monetary tightening by the Federal Reserve. Traders’ bets are tilted toward a pause in interest rate increases in May, with odds of a 25-basis-point increase at 49%, according to CME FedWatch tool.However, Grahn thinks if investors expect rate cuts will happen later this year, that could suggest the economy will tank “very soon” and in a “very painful way.”Investors are effectively saying “there will be so much pain coming through the system so that the Fed cannot make an argument that holds water for why they want to keep the rates high,” said Grahn. “The risk sensitivity between what the market is pricing in terms of rate increases and where the Fed is telling the market that they’re going to be is way too wide. And the way that the market can be right is if we have a disastrous couple of months ahead of us.”Liquidity spigot, back onDavid Waddell, CEO and chief investment strategist at Waddell & Associates, said it has been past bailout reassurances that have stabilized financial markets, because they neutralize the threat of banking stress.“Once the Fed turned on the ‘liquidity spigot’ and softened their rhetoric, the market took off, because while crises may destroy investor capital, bailouts create even more,” Waddell told MarketWatch in a phone interview.It also bolsters the case for a shallow recession, he said, because the Fed has shown a tendency to over medicate. “The ‘patient’ will be fine,” Waddell said.After Silicon Valley Bank failed earlier this month, U.S. Treasury Secretary Janet Yellen ruled out a return to broadscale federal bailouts for banks and emphasized the situation was very different from the 2008 financial crisis, which resulted in unprecedented measures to rescue the nation’s biggest banks. Big moves in TreasurysU.S. Treasury yields tumbled in March with two-year rates posting their biggest monthly yield drop since January 2008. The yield on the two-year Treasury note traded at 4.06% on Friday, down 73.5 basis points in March, according to Dow Jones Market Data.“So far, equities are holding up and economic data has not materially faltered, but I can say with confidence that moves of this magnitude in the Treasury market are not typically signals of smooth sailing ahead,” said Liz Young, head of investment strategy at SoFi.The ICE BofA MOVE Index, which measures the implied volatility of the U.S. Treasury markets rallied to 198.71 in mid-March, its highest level since 2008, according to FactSet data. “At the very least, they’re indicating that the uncertainty around Fed policy has risen. Not only due to the recent fears in the banking system — but to the unclear end to the Fed’s hiking cycle.” Earnings reports, March jobs data aheadWaddell said investors shouldn’t rely too heavily on a few week’s gains in U.S. stocks, but thinks market sentiment could improve in April due to surprise in the “resilience of earnings and the robustness of them in the recovery.” However, John Butters, senior earnings analyst at FactSet, said there has been larger cuts than average to EPS estimates for S&P 500 companies for the first quarter of 2023, given the continuing concerns in the market about bank liquidity and a possible broader economic recession.The estimated earnings decline for the index is 6.6% for the quarter. If that is the actual decline, it will mark the largest earnings decline reported by the index since the second quarter of 2020, Butters said in a Friday note. Several Federal Reserve speakers are on deck for next week, but the other big thing to watch will be the monthly jobs report for March from the U.S. Labor Department on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941488994,"gmtCreate":1680532890719,"gmtModify":1680532894459,"author":{"id":"3575091428590185","authorId":"3575091428590185","name":"HENRYCSC","avatar":"https://static.tigerbbs.com/6d47a6dec25b21dc547a5b982674c499","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091428590185","authorIdStr":"3575091428590185"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941488994","repostId":"1136874784","repostType":4,"repost":{"id":"1136874784","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1680528752,"share":"https://ttm.financial/m/news/1136874784?lang=&edition=fundamental","pubTime":"2023-04-03 21:32","market":"us","language":"en","title":"S&P 500, Nasdaq Open Lower to Start the Second Quarter of Trading As Oil Spikes Higher","url":"https://stock-news.laohu8.com/highlight/detail?id=1136874784","media":"Tiger Newspress","summary":"The S&P 500 and Nasdaq Composite dipped Monday as a spike in oil prices added another threat to an e","content":"<html><head></head><body><p>The S&amp;P 500 and Nasdaq Composite dipped Monday as a spike in oil prices added another threat to an economy already struggling from Federal Reserve rate hikes and recent turmoil in the banking sector.</p><p style=\"text-align: start;\">The output cut from OPEC+, which is slashing 1.16 million barrels per day, sent oil prices soaring. West Texas Intermediate crude was 6.6% higher, while international benchmark Brent crude climbed 6%.</p><p style=\"text-align: start;\">Traders are shedding optimism from recent market strength with the prospect of higher oil prices adding to fears of higher inflation and a looming recession.</p><p style=\"text-align: start;\">The Energy Select Sector SPDR fund (XLE), which tracks the S&amp;P 500 energy sector, also popped more than 3% in the premarket. Marathon Oil and Halliburton were the fund’s best performers, rising more than 6% each.</p><p style=\"text-align: start;\">All three major averages were positive in the first quarter, despite turmoil in the banking sector highlighted by the collapse of Silicon Valley Bank in March. The Nasdaq Composite led the way in the quarter with a gain of 16.8% while the S&amp;P 500 rose 7% in the first three months of the year for its second-straight positive quarter. The Dow industrials lagged but still managed to grind out an advance of 0.4%.</p><p style=\"text-align: start;\">“For now at least, tech is seen as a safe haven of all things, immune to the news in banking. The S&amp;P 500, in turn, seems held together by its own heavy weighting in tech, names like Microsoft, Apple and the like,” Wellington Shields technical analyst Frank Gretz said in a note to clients.</p><p style=\"text-align: start;\">The first week of the new quarter is a shortened one for Wall Street, as trading will be closed for Good Friday. However, there will be several key pieces of economic data for investors, including job openings data on Tuesday, ADP private payrolls report on Wednesday and the closely watched monthly jobs report on Friday.</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>S&P 500, Nasdaq Open Lower to Start the Second Quarter of Trading As Oil Spikes Higher</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\">\nS&P 500, Nasdaq Open Lower to Start the Second Quarter of Trading As Oil Spikes Higher\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-04-03 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The S&amp;P 500 and Nasdaq Composite dipped Monday as a spike in oil prices added another threat to an economy already struggling from Federal Reserve rate hikes and recent turmoil in the banking sector.</p><p style=\"text-align: start;\">The output cut from OPEC+, which is slashing 1.16 million barrels per day, sent oil prices soaring. West Texas Intermediate crude was 6.6% higher, while international benchmark Brent crude climbed 6%.</p><p style=\"text-align: start;\">Traders are shedding optimism from recent market strength with the prospect of higher oil prices adding to fears of higher inflation and a looming recession.</p><p style=\"text-align: start;\">The Energy Select Sector SPDR fund (XLE), which tracks the S&amp;P 500 energy sector, also popped more than 3% in the premarket. Marathon Oil and Halliburton were the fund’s best performers, rising more than 6% each.</p><p style=\"text-align: start;\">All three major averages were positive in the first quarter, despite turmoil in the banking sector highlighted by the collapse of Silicon Valley Bank in March. The Nasdaq Composite led the way in the quarter with a gain of 16.8% while the S&amp;P 500 rose 7% in the first three months of the year for its second-straight positive quarter. The Dow industrials lagged but still managed to grind out an advance of 0.4%.</p><p style=\"text-align: start;\">“For now at least, tech is seen as a safe haven of all things, immune to the news in banking. The S&amp;P 500, in turn, seems held together by its own heavy weighting in tech, names like Microsoft, Apple and the like,” Wellington Shields technical analyst Frank Gretz said in a note to clients.</p><p style=\"text-align: start;\">The first week of the new quarter is a shortened one for Wall Street, as trading will be closed for Good Friday. However, there will be several key pieces of economic data for investors, including job openings data on Tuesday, ADP private payrolls report on Wednesday and the closely watched monthly jobs report on Friday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136874784","content_text":"The S&P 500 and Nasdaq Composite dipped Monday as a spike in oil prices added another threat to an economy already struggling from Federal Reserve rate hikes and recent turmoil in the banking sector.The output cut from OPEC+, which is slashing 1.16 million barrels per day, sent oil prices soaring. West Texas Intermediate crude was 6.6% higher, while international benchmark Brent crude climbed 6%.Traders are shedding optimism from recent market strength with the prospect of higher oil prices adding to fears of higher inflation and a looming recession.The Energy Select Sector SPDR fund (XLE), which tracks the S&P 500 energy sector, also popped more than 3% in the premarket. Marathon Oil and Halliburton were the fund’s best performers, rising more than 6% each.All three major averages were positive in the first quarter, despite turmoil in the banking sector highlighted by the collapse of Silicon Valley Bank in March. The Nasdaq Composite led the way in the quarter with a gain of 16.8% while the S&P 500 rose 7% in the first three months of the year for its second-straight positive quarter. The Dow industrials lagged but still managed to grind out an advance of 0.4%.“For now at least, tech is seen as a safe haven of all things, immune to the news in banking. The S&P 500, in turn, seems held together by its own heavy weighting in tech, names like Microsoft, Apple and the like,” Wellington Shields technical analyst Frank Gretz said in a note to clients.The first week of the new quarter is a shortened one for Wall Street, as trading will be closed for Good Friday. However, there will be several key pieces of economic data for investors, including job openings data on Tuesday, ADP private payrolls report on Wednesday and the closely watched monthly jobs report on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941404439,"gmtCreate":1680509789321,"gmtModify":1680509793147,"author":{"id":"3575091428590185","authorId":"3575091428590185","name":"HENRYCSC","avatar":"https://static.tigerbbs.com/6d47a6dec25b21dc547a5b982674c499","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091428590185","authorIdStr":"3575091428590185"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941404439","repostId":"2324160350","repostType":4,"repost":{"id":"2324160350","pubTimestamp":1680488354,"share":"https://ttm.financial/m/news/2324160350?lang=&edition=fundamental","pubTime":"2023-04-03 10:19","market":"us","language":"en","title":"Nasdaq Bear Market: 5 Amazing Growth Stocks You'll Regret Not Buying on the Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2324160350","media":"Motley Fool","summary":"A 33% plunge in the growth-focused Nasdaq Composite is the perfect excuse for patient investors to pounce.","content":"<html><head></head><body><p>If there&#39;s a reminder that new and tenured investors need from time to time, it&#39;s that the bear eventually wakes up from hibernation. We may not like double-digit percentage declines in the broader market, but they&#39;re a natural part of the long-term investing cycle.</p><p>Last year, all three major U.S. stock indexes plummeted into a bear market, with the innovation-driven <strong>Nasdaq Composite</strong> (^IXIC 1.74%) taking the brunt of the pain. When the curtain closed on 2022, the Nasdaq had lost 33% of its value.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aec427077bb169d93d78d5d2d9d5d294\" alt=\"Image source: Getty Images.\" title=\"Image source: Getty Images.\" tg-width=\"700\" tg-height=\"466\"/><span>Image source: Getty Images.</span></p><p>Despite the short-term pain and emotional angst that can accompany bear markets, they&#39;re also known for providing patient investors with once-in-a-decade, or perhaps once-in-a-lifetime, opportunities to buy stakes in incredible businesses at a discount. After all, every bear market prior to the current one has eventually been erased from investors&#39; memories by a bull market.</p><p>Bear markets can be a particularly smart time to invest in growth stocks ahead of the next bull market. What follows are five growth stocks you&#39;ll regret not buying during the Nasdaq bear market dip.</p><h2>Alphabet</h2><p>The first surefire growth stock to buy during the current Nasdaq bear market decline is FAANG stock <strong>Alphabet</strong>. This is the parent of well-known internet search engine Google, autonomous vehicle company Waymo, and streaming platform YouTube.</p><p>The primary reason shares of Alphabet have come under pressure has to do with ad weakness tied to the growing likelihood of a U.S. or global recession. Advertising tends to be among the first industries to weaken when an economic downturn arises, and is typically one of the first industries to bounce back when a new bull market emerges. Considering that bull markets last disproportionately longer than bear markets, it makes the current downturn in Alphabet shares an incredible buying opportunity.</p><p>Internet search engine Google should continue to be Alphabet&#39;s cash cow for the foreseeable future. Google accounts for more than 93% of global internet search engine market share, which makes it the go-to source for merchants wanting to target their message(s).  More importantly, it means Alphabet should possess strong ad-pricing power more often than not.</p><p>Equally intriguing is seeing what Alphabet is doing with all of the cash flow being generated. Some of it is being directed to Google Cloud, which now accounts for 10% of worldwide cloud infrastructure spending. Cloud margins are usually leaps and bounds higher than ad margins, and enterprise cloud spending is still in its infancy. This makes Google Cloud an important operating segment for the second half of this decade.</p><p>Likewise, YouTube has become the second-most-visited social platform on the planet. With over 50 billion YouTube Shorts viewed daily, ad revenue should be pointing significantly higher over the long run. </p><h2>Lovesac</h2><p>A second awe-inspiring growth stock you&#39;ll be kicking for not buying during the Nasdaq bear market dip is furniture stock <strong>Lovesac</strong>. Despite the furniture industry being slow-growing and cyclical, Lovesac is challenging these expectations in a variety of ways.</p><p>Most furniture retailers buy their products wholesale from a small group of suppliers. Meanwhile, Lovesac&#39;s furniture is unique. Approximately 90% of net sales derive from &#34;sactionals,&#34; which are modular couches buyers can rearrange dozens of ways to fit most living spaces.  Sactionals come with an assortment of upgrade options, have over 200 different cover choices to ensure they&#39;ll match any color or theme of a room, and the yarn used in these products is made entirely from recycled plastic water bottles.</p><p>To build on this point, Lovesac&#39;s target audience tends to be a middle- to upper-income clientele. Consumers with higher incomes and net worth are less likely to alter their buying habits if and when a recession arrives. This distinction should allow Lovesac to weather economic downturns better than its peers.</p><p>Another key difference between Lovesac and traditional furniture retailers is its omnichannel sales platform. Whereas most furniture retailers are almost entirely reliant on foot traffic coming into brick-and-mortar stores, Lovesac is fully capable of pivoting to online sales, popup showrooms, and brand-name partnerships to move its products. This omnichannel approach has helped keep its inventory levels in check and reduced overhead expenses.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68d879ee3c5a149ca151c0d31514ca1e\" alt=\"Image source: Getty Images.\" title=\"Image source: Getty Images.\" tg-width=\"700\" tg-height=\"393\"/><span>Image source: Getty Images.</span></p><h2>Broadcom</h2><p>The third amazing growth stock you&#39;ll regret not picking up during the Nasdaq bear market plunge is semiconductor giant <strong>Broadcom</strong>. Although chip stocks are highly cyclical, and therefore prone to weakness if a recession materializes, Broadcom is well positioned to navigate short-term turbulence.</p><p>The clearest catalyst working in Broadcom&#39;s favor is the 5G revolution. It took in the neighborhood of 10 years for telecom companies to upgrade wireless download speeds, which should lead to a healthy device replacement cycle. Broadcom generates a sizable percentage of its revenue from the wireless chips and accessories it manufactures for smartphones.</p><p>Additionally, Broadcom is a prime beneficiary of enterprise cloud migration and adoption. Broadcom supplies the access and connectivity chips used in data centers that are at the heart of cloud computing. As more businesses shift their data and/or presence into the cloud, Broadcom&#39;s organic growth rate from this ancillary segment can climb.</p><p>Something else to consider about Broadcom is that it tends to book a significant percentage of its orders in advance. It entered fiscal 2022 with close to $15 billion in its backlog.  While CEO Hock Tan didn&#39;t divulge how much of a backlog Broadcom ended the year with, the company&#39;s backlog is typically large enough to sustain predictable operating cash flow during an economic downturn.</p><p>The cherry on top is that Broadcom has grown its quarterly dividend by more than 6,400% since 2010 and is currently doling out a nearly 3% yield.</p><h2>NextEra Energy</h2><p>A fourth phenomenal growth stock that&#39;s begging to be bought during the Nasdaq bear market drop is electric utility <strong>NextEra Energy</strong>. Though electric utilities are almost always slow-growing businesses that investors seek out for their income potential, NextEra is expected to average 10% earnings growth over the next five years, according to Wall Street estimates. That makes it a growth stock among its peers.</p><p>What differentiates NextEra Energy from its peers is the company&#39;s clean-energy portfolio. Out of the 65 gigawatts (GW) of capacity NextEra currently has, 30 GW are coming from renewables. This includes 22 GW from wind and 5 GW from solar, which are both tops in the world.  Even though investing in renewable energy has been pricey for the company, it&#39;s resulted in a substantial reduction in electricity generation costs and has boosted both the company&#39;s adjusted earnings growth and dividend growth rate.</p><p>Despite interest rates rising from historic lows, NextEra isn&#39;t anywhere close to finished building out its renewable-energy portfolio. Based on company estimates, anywhere from 33 GW to 42 GW of clean-energy projects will be built between the beginning of 2023 and the end of 2026.  This should help NextEra sustain an adjusted earnings growth rate near 10% (give or take a bit in each direction), as well as stay ahead of any clean-energy legislation that may come out of Washington, D.C.</p><p>The remainder of NextEra Energy&#39;s capacity comes from its regulated utility. Regulated utilities are overseen by state public utility commissions. Although this means NextEra can&#39;t increase rates on its customers whenever it wants, it also ensures that the company isn&#39;t exposed to uncertain wholesale electricity or natural gas pricing. There&#39;s a high level of predictability and transparency to NextEra&#39;s future operating results, which is why it&#39;s such a smart buy.</p><h2>Pinterest</h2><p>The fifth amazing growth stock you&#39;ll regret not buying on the Nasdaq bear market dip is social media company <strong>Pinterest</strong>. Despite struggling with many of the same advertising concerns that are affecting Alphabet, Pinterest has clear-cut competitive advantages in place that&#39;ll allow it to thrive.</p><p>There&#39;s no denying that an economic downturn can slow ad spending. However, Pinterest&#39;s key performance metrics have continually moved in the right direction over long periods. The company&#39;s monthly active user (MAU) count has steadily climbed when examined over many years.</p><p>Perhaps more importantly, Pinterest has managed to increase its average revenue per user (ARPU) no matter what the U.S. and global economy has thrown its way. In spite of last year&#39;s economic challenges, ARPU grew by 10% globally, which is a clear indication that advertisers are willing to pay a premium to get their message in front of Pinterest&#39;s 450 million MAUs. </p><p>Arguably the best aspect of Pinterest is its operating model. While most social media companies are reliant on likes or other data-tracking tools to help merchants target users with ads, Pinterest&#39;s entire premise is built on its users freely and willingly sharing what interests them. This data affords Pinterest substantial pricing power when dealing with advertisers.</p><p>If you need one more reason to trust in Pinterest, look at the company&#39;s balance sheet. It ended 2022 with $2.7 billion in cash, cash equivalents, and marketable securities. This treasure trove gave Pinterest&#39;s board the confidence to approve an up to $500 million share repurchase program.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nasdaq Bear Market: 5 Amazing Growth Stocks You'll Regret Not Buying on the Dip</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNasdaq Bear Market: 5 Amazing Growth Stocks You'll Regret Not Buying on the Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-03 10:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/01/nasdaq-bear-market-5-growth-stocks-regret-not-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If there's a reminder that new and tenured investors need from time to time, it's that the bear eventually wakes up from hibernation. We may not like double-digit percentage declines in the broader ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/01/nasdaq-bear-market-5-growth-stocks-regret-not-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999001077.SGD":"United International Growth Fund SGD","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","AVGO":"博通","PINS":"Pinterest, Inc.","BK4566":"资本集团","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0109392836.USD":"富兰克林科技股A","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4527":"明星科技股","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4077":"互动媒体与服务","BK4579":"人工智能","BK4588":"碎股","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LOVE":"Lovesac Co.","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1046421795.USD":"富达环球科技A-ACC","GOOG":"谷歌","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4532":"文艺复兴科技持仓","GOOGL":"谷歌A","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0238689110.USD":"贝莱德环球动力股票基金","BK4548":"巴美列捷福持仓","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4514":"搜索引擎","LU0557290698.USD":"施罗德环球可持续增长基金","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","NEE":"新纪元能源","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4554":"元宇宙及AR概念"},"source_url":"https://www.fool.com/investing/2023/04/01/nasdaq-bear-market-5-growth-stocks-regret-not-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2324160350","content_text":"If there's a reminder that new and tenured investors need from time to time, it's that the bear eventually wakes up from hibernation. We may not like double-digit percentage declines in the broader market, but they're a natural part of the long-term investing cycle.Last year, all three major U.S. stock indexes plummeted into a bear market, with the innovation-driven Nasdaq Composite (^IXIC 1.74%) taking the brunt of the pain. When the curtain closed on 2022, the Nasdaq had lost 33% of its value.Image source: Getty Images.Despite the short-term pain and emotional angst that can accompany bear markets, they're also known for providing patient investors with once-in-a-decade, or perhaps once-in-a-lifetime, opportunities to buy stakes in incredible businesses at a discount. After all, every bear market prior to the current one has eventually been erased from investors' memories by a bull market.Bear markets can be a particularly smart time to invest in growth stocks ahead of the next bull market. What follows are five growth stocks you'll regret not buying during the Nasdaq bear market dip.AlphabetThe first surefire growth stock to buy during the current Nasdaq bear market decline is FAANG stock Alphabet. This is the parent of well-known internet search engine Google, autonomous vehicle company Waymo, and streaming platform YouTube.The primary reason shares of Alphabet have come under pressure has to do with ad weakness tied to the growing likelihood of a U.S. or global recession. Advertising tends to be among the first industries to weaken when an economic downturn arises, and is typically one of the first industries to bounce back when a new bull market emerges. Considering that bull markets last disproportionately longer than bear markets, it makes the current downturn in Alphabet shares an incredible buying opportunity.Internet search engine Google should continue to be Alphabet's cash cow for the foreseeable future. Google accounts for more than 93% of global internet search engine market share, which makes it the go-to source for merchants wanting to target their message(s).  More importantly, it means Alphabet should possess strong ad-pricing power more often than not.Equally intriguing is seeing what Alphabet is doing with all of the cash flow being generated. Some of it is being directed to Google Cloud, which now accounts for 10% of worldwide cloud infrastructure spending. Cloud margins are usually leaps and bounds higher than ad margins, and enterprise cloud spending is still in its infancy. This makes Google Cloud an important operating segment for the second half of this decade.Likewise, YouTube has become the second-most-visited social platform on the planet. With over 50 billion YouTube Shorts viewed daily, ad revenue should be pointing significantly higher over the long run. LovesacA second awe-inspiring growth stock you'll be kicking for not buying during the Nasdaq bear market dip is furniture stock Lovesac. Despite the furniture industry being slow-growing and cyclical, Lovesac is challenging these expectations in a variety of ways.Most furniture retailers buy their products wholesale from a small group of suppliers. Meanwhile, Lovesac's furniture is unique. Approximately 90% of net sales derive from \"sactionals,\" which are modular couches buyers can rearrange dozens of ways to fit most living spaces.  Sactionals come with an assortment of upgrade options, have over 200 different cover choices to ensure they'll match any color or theme of a room, and the yarn used in these products is made entirely from recycled plastic water bottles.To build on this point, Lovesac's target audience tends to be a middle- to upper-income clientele. Consumers with higher incomes and net worth are less likely to alter their buying habits if and when a recession arrives. This distinction should allow Lovesac to weather economic downturns better than its peers.Another key difference between Lovesac and traditional furniture retailers is its omnichannel sales platform. Whereas most furniture retailers are almost entirely reliant on foot traffic coming into brick-and-mortar stores, Lovesac is fully capable of pivoting to online sales, popup showrooms, and brand-name partnerships to move its products. This omnichannel approach has helped keep its inventory levels in check and reduced overhead expenses.Image source: Getty Images.BroadcomThe third amazing growth stock you'll regret not picking up during the Nasdaq bear market plunge is semiconductor giant Broadcom. Although chip stocks are highly cyclical, and therefore prone to weakness if a recession materializes, Broadcom is well positioned to navigate short-term turbulence.The clearest catalyst working in Broadcom's favor is the 5G revolution. It took in the neighborhood of 10 years for telecom companies to upgrade wireless download speeds, which should lead to a healthy device replacement cycle. Broadcom generates a sizable percentage of its revenue from the wireless chips and accessories it manufactures for smartphones.Additionally, Broadcom is a prime beneficiary of enterprise cloud migration and adoption. Broadcom supplies the access and connectivity chips used in data centers that are at the heart of cloud computing. As more businesses shift their data and/or presence into the cloud, Broadcom's organic growth rate from this ancillary segment can climb.Something else to consider about Broadcom is that it tends to book a significant percentage of its orders in advance. It entered fiscal 2022 with close to $15 billion in its backlog.  While CEO Hock Tan didn't divulge how much of a backlog Broadcom ended the year with, the company's backlog is typically large enough to sustain predictable operating cash flow during an economic downturn.The cherry on top is that Broadcom has grown its quarterly dividend by more than 6,400% since 2010 and is currently doling out a nearly 3% yield.NextEra EnergyA fourth phenomenal growth stock that's begging to be bought during the Nasdaq bear market drop is electric utility NextEra Energy. Though electric utilities are almost always slow-growing businesses that investors seek out for their income potential, NextEra is expected to average 10% earnings growth over the next five years, according to Wall Street estimates. That makes it a growth stock among its peers.What differentiates NextEra Energy from its peers is the company's clean-energy portfolio. Out of the 65 gigawatts (GW) of capacity NextEra currently has, 30 GW are coming from renewables. This includes 22 GW from wind and 5 GW from solar, which are both tops in the world.  Even though investing in renewable energy has been pricey for the company, it's resulted in a substantial reduction in electricity generation costs and has boosted both the company's adjusted earnings growth and dividend growth rate.Despite interest rates rising from historic lows, NextEra isn't anywhere close to finished building out its renewable-energy portfolio. Based on company estimates, anywhere from 33 GW to 42 GW of clean-energy projects will be built between the beginning of 2023 and the end of 2026.  This should help NextEra sustain an adjusted earnings growth rate near 10% (give or take a bit in each direction), as well as stay ahead of any clean-energy legislation that may come out of Washington, D.C.The remainder of NextEra Energy's capacity comes from its regulated utility. Regulated utilities are overseen by state public utility commissions. Although this means NextEra can't increase rates on its customers whenever it wants, it also ensures that the company isn't exposed to uncertain wholesale electricity or natural gas pricing. There's a high level of predictability and transparency to NextEra's future operating results, which is why it's such a smart buy.PinterestThe fifth amazing growth stock you'll regret not buying on the Nasdaq bear market dip is social media company Pinterest. Despite struggling with many of the same advertising concerns that are affecting Alphabet, Pinterest has clear-cut competitive advantages in place that'll allow it to thrive.There's no denying that an economic downturn can slow ad spending. However, Pinterest's key performance metrics have continually moved in the right direction over long periods. The company's monthly active user (MAU) count has steadily climbed when examined over many years.Perhaps more importantly, Pinterest has managed to increase its average revenue per user (ARPU) no matter what the U.S. and global economy has thrown its way. In spite of last year's economic challenges, ARPU grew by 10% globally, which is a clear indication that advertisers are willing to pay a premium to get their message in front of Pinterest's 450 million MAUs. Arguably the best aspect of Pinterest is its operating model. While most social media companies are reliant on likes or other data-tracking tools to help merchants target users with ads, Pinterest's entire premise is built on its users freely and willingly sharing what interests them. This data affords Pinterest substantial pricing power when dealing with advertisers.If you need one more reason to trust in Pinterest, look at the company's balance sheet. It ended 2022 with $2.7 billion in cash, cash equivalents, and marketable securities. This treasure trove gave Pinterest's board the confidence to approve an up to $500 million share repurchase program.","news_type":1},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197169170440392,"gmtCreate":1689142170905,"gmtModify":1689142174112,"author":{"id":"3575091428590185","authorId":"3575091428590185","name":"HENRYCSC","avatar":"https://static.tigerbbs.com/6d47a6dec25b21dc547a5b982674c499","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091428590185","authorIdStr":"3575091428590185"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/Y92.SI\">$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/Y92.SI\">$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/197169170440392","isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947563967,"gmtCreate":1683298882659,"gmtModify":1683298885007,"author":{"id":"3575091428590185","authorId":"3575091428590185","name":"HENRYCSC","avatar":"https://static.tigerbbs.com/6d47a6dec25b21dc547a5b982674c499","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091428590185","authorIdStr":"3575091428590185"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"1\"></v-v>3.3","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"1\"></v-v>3.3","text":"$Grab Holdings(GRAB)$ 3.3","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947563967","isVote":1,"tweetType":1,"viewCount":520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941407035,"gmtCreate":1680509848028,"gmtModify":1680509852145,"author":{"id":"3575091428590185","authorId":"3575091428590185","name":"HENRYCSC","avatar":"https://static.tigerbbs.com/6d47a6dec25b21dc547a5b982674c499","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091428590185","authorIdStr":"3575091428590185"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941407035","repostId":"1145499771","repostType":4,"repost":{"id":"1145499771","pubTimestamp":1680493500,"share":"https://ttm.financial/m/news/1145499771?lang=&edition=fundamental","pubTime":"2023-04-03 11:45","market":"fut","language":"en","title":"OPEC Cuts Nearly 1.2 Million Barrels Per Day, WTI Oil Surges Higher: Winners And Losers","url":"https://stock-news.laohu8.com/highlight/detail?id=1145499771","media":"Seeking Alpha","summary":"SummaryOPEC+ shocked markets by announcing a surprise cut of nearly 1.2 million barrels per day.The ","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>OPEC+ shocked markets by announcing a surprise cut of nearly 1.2 million barrels per day.</p></li><li><p>The motive? Profit. While paying lip service to recession risk, the move is designed to restrict the supply of oil before the busy summer travel season.</p></li><li><p>This comes amidst an ongoing chess match between the Biden administration and the Kingdom of Saudi Arabia.</p></li><li><p>A Financial Times report suggests that the Biden administration angered Saudi Arabia by declining to refill the Strategic Petroleum Reserve when crude oil prices were low, so the Saudis decided to get some payback.</p></li><li><p>Oil prices are up 7% in the Asian session as of my writing this. We break down the winners and losers from the surprise move.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3f2b3a8896a09d4b0dd0a2c5b816c49\" title=\"graphmaster/E+ via Getty Images\" tg-width=\"750\" tg-height=\"563\"/><span>graphmaster/E+ via Getty Images</span></p><p>Over the weekend, OPEC+ roiled markets with production cuts of over 1 million barrels per day. Led by Saudi Arabia, the move is designed to take roughly 1% of global oil production offline before the busy summer travel season. This follows a Goldman Sachs report last month that oil could top $107 per barrel by year-end. After the failure of Silicon Valley Bank, oil markets had plunged on widespread recession fears. But after a week of no new bad news in banking, the move sends a message to traders that if the US somehow escapes recession, a new inflation surge could be on the horizon with the Saudis signaling an attempt at cornering a large part of the oil market. WTI Crude oil is up about 7% to $81 as of my writing this on Sunday night.</p><h2 style=\"text-align: left;\">Winner: Warren Buffett</h2><p style=\"text-align: left;\">Warren Buffett made headlines for a series of purchases in shares of Occidental Petroleum (OXY) during the March panic. These now look extraordinarily well timed. <em>Bloomberg</em> reported that Buffett bought over $800 million in OXY shares during the March panic. With oil prices set to rocket higher again, Buffett is now looking at a paper profit in the nine-figure range. Not bad work if you can get it! Other big oil companies like Exxon Mobil (XOM), Chevron (CVX), ConocoPhillips (COP), and EOG Resources (EOG) are likely to rally off the news.</p><h2 style=\"text-align: left;\">Winner: Saudi Arabia</h2><p style=\"text-align: left;\">The surprise move to cut production comes after OPEC+ delegates this week signaled that they weren&#39;t likely to cut production. Of course, they then followed this up with big cuts to production less than 72 hours later. <em>Financial Times</em> reported that the Biden administration had previously promised the Saudis that they would refill the US Strategic Petroleum Reserve if prices fell into the 60s, but reneged on the promise. This apparently ticked the Saudis off quite a bit.</p><p style=\"text-align: left;\">From a purely game theory perspective, the Biden admin&#39;s gambit might have worked if the Saudis were unable to rally OPEC+ members to cut production in a short period of time. However, everyone on their end seems aligned and they were able to jam through the production cuts they wanted.</p><p style=\"text-align: left;\">This comes after a series of diplomatic incidents between the United States and the Kingdom of Saudi Arabia. For better or worse, gas prices serve as a report card on whoever is in office in the US for millions of voters. High gas prices stoke discontent, while low gas prices tend to favor the status quo. Historically, Saudi Arabia has shown a strong tendency to exploit voter tendencies in the US by raising and lowering production. That&#39;s why there&#39;s a long history of apparent deals to raise or lower oil prices before US elections. Politics led to the OPEC oil embargos in the 1970s that caused gas shortages in the US. This time around, an NYT report stated that the Saudis reportedly duped the Biden admin, cutting production right before the 2022 midterms after supposedly promising not to in a July 2022 presidential visit to Saudi Arabia.</p><p style=\"text-align: left;\">In contrast to most of continental Europe, Japan, and a few other first-world countries that lack oil significant resources of their own, the US economy at large is more or less neutral on oil. Higher oil prices mean more profits for producers but less money in consumers&#39; pockets. But for the Biden admin&#39;s perception among voters, higher gas prices are an unmitigated negative. The US economy could still come out OK with this if domestic production increases and takes market share from OPEC. But then there&#39;s always the threat that the Saudis turn around and flood the market with oil later, as they have repeatedly done in the past. The US called the most recent move by the Saudis and OPEC &#34;inadvisable.&#34; Messy stuff.</p><p style=\"text-align: left;\">Saudi Arabia looks like the winner here, and implicitly, for them to win means the Biden admin loses.</p><h2 style=\"text-align: left;\">Winner: EV Manufacturers</h2><p style=\"text-align: left;\">If gas prices face a continued spike, Tesla (TSLA) and other manufacturers are likely to see increased consumer interest in their products. In contrast, manufacturers that sell a lot of luxury SUVs and pickups are likely to see softer sales, especially in the face of a double whammy of higher rates and higher gas prices. Legacy manufacturers that produce both EV cars and ICE cars are likely to see fewer effects.</p><p style=\"text-align: left;\">The EV stock picture is more complicated because so many EV stocks carry absurd valuations– i.e. Tesla going up nearly 100% this year against declining earnings estimates. For their underlying businesses, however, high oil prices will be good.</p><h2 style=\"text-align: left;\">Loser: Airlines</h2><p style=\"text-align: left;\">Higher oil prices are toxic to airlines, which are counting on a big summer travel season to recoup losses from the pandemic and re-establish their financial position. The exact impact will depend on how long oil prices stay high, and whether the airline in question is partially or fully hedged for fuel. Airlines disclose fuel hedges in their public 10-Q filings, so that&#39;s the place to look for updated news. Recent headlines have shown that at least a few airlines have pared back hedging fuel in hopes that prices would fall further. It&#39;s worth monitoring trading American Airlines (AAL), JetBlue (JBLU), and Southwest Airlines (LUV) early this week to gauge the market reaction.</p><h2 style=\"text-align: left;\">Loser: Soft Landing Hopes</h2><p style=\"text-align: left;\">With heightened uncertainty over both growth and inflation, higher oil prices are the last thing the US and global economy need now. In the US, the most severe economic weakness so far is being seen in California, as evidenced by bank failures, rapidly falling property prices, and population outflows. Californians have long commutes, typically face the second-highest gas prices in the country behind Hawaii, and are seeing more pressure due to rising interest rates than less indebted peers. Higher gas prices are going to put a lot of pressure on the middle class there, and on the West Coast more broadly.</p><p style=\"text-align: left;\">The US is a bit of an outlier globally in terms of sensitivity to gas prices. Salaries are generally high, while fuel is cheap. Emerging markets are the worst in terms of sensitivity to higher energy prices, while Europe also is likely to be sharply affected due to the supply issues they were already having with energy due to the war. In general, higher oil prices are bad for hopes of lower inflation and higher growth.</p><h2 style=\"text-align: left;\">Bottom Line</h2><p style=\"text-align: left;\">While I get that bulls are excited stocks have rallied sharply, there&#39;s a lack of breadth in the market, with obnoxious speculative stocks up 50% to 100% this year, while the average stock is flat to down. The surprise cuts from OPEC+ are a reminder that inflation is far from conquered, while growth issues remain. The market likely will not be able to have it both ways. While we could see inflation fall sharply in a recession, the OPEC+ cuts virtually guarantee that if we don&#39;t get a recession in the near future, inflation is going to continue to be a significant problem.</p><p style=\"text-align: left;\">Editor&#39;s Note: This article covers one or more microcap stocks. Please be aware of the risks associated with these stocks.</p><p><a href=\"https://ttm.financial/NW/1126208396\" title=\"Also Read: Oil Prices Surge In Asia Trade Following Surprise OPEC+ Production Cut: These ETFs Could Draw Interest\" target=\"_blank\">Also Read: Oil Prices Surge In Asia Trade Following Surprise OPEC+ Production Cut: These ETFs Could Draw Interest</a></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>OPEC Cuts Nearly 1.2 Million Barrels Per Day, WTI Oil Surges Higher: Winners And Losers</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\">\nOPEC Cuts Nearly 1.2 Million Barrels Per Day, WTI Oil Surges Higher: Winners And Losers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-03 11:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4591790-opec-cuts-wti-oil-surges-higher-winners-losers><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryOPEC+ shocked markets by announcing a surprise cut of nearly 1.2 million barrels per day.The motive? Profit. While paying lip service to recession risk, the move is designed to restrict the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4591790-opec-cuts-wti-oil-surges-higher-winners-losers\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4591790-opec-cuts-wti-oil-surges-higher-winners-losers","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1145499771","content_text":"SummaryOPEC+ shocked markets by announcing a surprise cut of nearly 1.2 million barrels per day.The motive? Profit. While paying lip service to recession risk, the move is designed to restrict the supply of oil before the busy summer travel season.This comes amidst an ongoing chess match between the Biden administration and the Kingdom of Saudi Arabia.A Financial Times report suggests that the Biden administration angered Saudi Arabia by declining to refill the Strategic Petroleum Reserve when crude oil prices were low, so the Saudis decided to get some payback.Oil prices are up 7% in the Asian session as of my writing this. We break down the winners and losers from the surprise move.graphmaster/E+ via Getty ImagesOver the weekend, OPEC+ roiled markets with production cuts of over 1 million barrels per day. Led by Saudi Arabia, the move is designed to take roughly 1% of global oil production offline before the busy summer travel season. This follows a Goldman Sachs report last month that oil could top $107 per barrel by year-end. After the failure of Silicon Valley Bank, oil markets had plunged on widespread recession fears. But after a week of no new bad news in banking, the move sends a message to traders that if the US somehow escapes recession, a new inflation surge could be on the horizon with the Saudis signaling an attempt at cornering a large part of the oil market. WTI Crude oil is up about 7% to $81 as of my writing this on Sunday night.Winner: Warren BuffettWarren Buffett made headlines for a series of purchases in shares of Occidental Petroleum (OXY) during the March panic. These now look extraordinarily well timed. Bloomberg reported that Buffett bought over $800 million in OXY shares during the March panic. With oil prices set to rocket higher again, Buffett is now looking at a paper profit in the nine-figure range. Not bad work if you can get it! Other big oil companies like Exxon Mobil (XOM), Chevron (CVX), ConocoPhillips (COP), and EOG Resources (EOG) are likely to rally off the news.Winner: Saudi ArabiaThe surprise move to cut production comes after OPEC+ delegates this week signaled that they weren't likely to cut production. Of course, they then followed this up with big cuts to production less than 72 hours later. Financial Times reported that the Biden administration had previously promised the Saudis that they would refill the US Strategic Petroleum Reserve if prices fell into the 60s, but reneged on the promise. This apparently ticked the Saudis off quite a bit.From a purely game theory perspective, the Biden admin's gambit might have worked if the Saudis were unable to rally OPEC+ members to cut production in a short period of time. However, everyone on their end seems aligned and they were able to jam through the production cuts they wanted.This comes after a series of diplomatic incidents between the United States and the Kingdom of Saudi Arabia. For better or worse, gas prices serve as a report card on whoever is in office in the US for millions of voters. High gas prices stoke discontent, while low gas prices tend to favor the status quo. Historically, Saudi Arabia has shown a strong tendency to exploit voter tendencies in the US by raising and lowering production. That's why there's a long history of apparent deals to raise or lower oil prices before US elections. Politics led to the OPEC oil embargos in the 1970s that caused gas shortages in the US. This time around, an NYT report stated that the Saudis reportedly duped the Biden admin, cutting production right before the 2022 midterms after supposedly promising not to in a July 2022 presidential visit to Saudi Arabia.In contrast to most of continental Europe, Japan, and a few other first-world countries that lack oil significant resources of their own, the US economy at large is more or less neutral on oil. Higher oil prices mean more profits for producers but less money in consumers' pockets. But for the Biden admin's perception among voters, higher gas prices are an unmitigated negative. The US economy could still come out OK with this if domestic production increases and takes market share from OPEC. But then there's always the threat that the Saudis turn around and flood the market with oil later, as they have repeatedly done in the past. The US called the most recent move by the Saudis and OPEC \"inadvisable.\" Messy stuff.Saudi Arabia looks like the winner here, and implicitly, for them to win means the Biden admin loses.Winner: EV ManufacturersIf gas prices face a continued spike, Tesla (TSLA) and other manufacturers are likely to see increased consumer interest in their products. In contrast, manufacturers that sell a lot of luxury SUVs and pickups are likely to see softer sales, especially in the face of a double whammy of higher rates and higher gas prices. Legacy manufacturers that produce both EV cars and ICE cars are likely to see fewer effects.The EV stock picture is more complicated because so many EV stocks carry absurd valuations– i.e. Tesla going up nearly 100% this year against declining earnings estimates. For their underlying businesses, however, high oil prices will be good.Loser: AirlinesHigher oil prices are toxic to airlines, which are counting on a big summer travel season to recoup losses from the pandemic and re-establish their financial position. The exact impact will depend on how long oil prices stay high, and whether the airline in question is partially or fully hedged for fuel. Airlines disclose fuel hedges in their public 10-Q filings, so that's the place to look for updated news. Recent headlines have shown that at least a few airlines have pared back hedging fuel in hopes that prices would fall further. It's worth monitoring trading American Airlines (AAL), JetBlue (JBLU), and Southwest Airlines (LUV) early this week to gauge the market reaction.Loser: Soft Landing HopesWith heightened uncertainty over both growth and inflation, higher oil prices are the last thing the US and global economy need now. In the US, the most severe economic weakness so far is being seen in California, as evidenced by bank failures, rapidly falling property prices, and population outflows. Californians have long commutes, typically face the second-highest gas prices in the country behind Hawaii, and are seeing more pressure due to rising interest rates than less indebted peers. Higher gas prices are going to put a lot of pressure on the middle class there, and on the West Coast more broadly.The US is a bit of an outlier globally in terms of sensitivity to gas prices. Salaries are generally high, while fuel is cheap. Emerging markets are the worst in terms of sensitivity to higher energy prices, while Europe also is likely to be sharply affected due to the supply issues they were already having with energy due to the war. In general, higher oil prices are bad for hopes of lower inflation and higher growth.Bottom LineWhile I get that bulls are excited stocks have rallied sharply, there's a lack of breadth in the market, with obnoxious speculative stocks up 50% to 100% this year, while the average stock is flat to down. The surprise cuts from OPEC+ are a reminder that inflation is far from conquered, while growth issues remain. The market likely will not be able to have it both ways. While we could see inflation fall sharply in a recession, the OPEC+ cuts virtually guarantee that if we don't get a recession in the near future, inflation is going to continue to be a significant problem.Editor's Note: This article covers one or more microcap stocks. Please be aware of the risks associated with these stocks.Also Read: Oil Prices Surge In Asia Trade Following Surprise OPEC+ Production Cut: These ETFs Could Draw Interest","news_type":1},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940507277,"gmtCreate":1678001581600,"gmtModify":1678001585527,"author":{"id":"3575091428590185","authorId":"3575091428590185","name":"HENRYCSC","avatar":"https://static.tigerbbs.com/6d47a6dec25b21dc547a5b982674c499","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091428590185","authorIdStr":"3575091428590185"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":20,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940507277","repostId":"2316113551","repostType":4,"repost":{"id":"2316113551","pubTimestamp":1678116820,"share":"https://ttm.financial/m/news/2316113551?lang=&edition=fundamental","pubTime":"2023-03-06 23:33","market":"us","language":"en","title":"Prediction: These 3 S&P 500 Stocks Will at Least Double in 7 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=2316113551","media":"Motley Fool","summary":"These large-cap stocks should grow much larger.","content":"<html><head></head><body><p>There&#39;s an old joke about a person being asked, &#34;How many people work in your office?&#34; The person responds, &#34;About half of them.&#34;</p><p>This punchline comes to mind when I look at the <b>S&amp;P 500</b>. Many of the stocks in the index don&#39;t perform all that well over time. But as the more-successful stocks outperform, they earn an increased weighting in the S&amp;P 500 because of their larger market caps.</p><p>Which stocks in the S&amp;P 500 will work the most for investors throughout this decade? It&#39;s impossible to know for sure. However, I&#39;ll make a prediction: The following three S&amp;P 500 stocks will at least double in seven years.</p><h2>1. Amazon</h2><p>The larger a company grows, the harder it can be to deliver the same rate of expansion. But that doesn&#39;t mean really big companies can&#39;t grow significantly. I think <b>Amazon</b> has proved this point in the past and will continue to do so.</p><p>When asked about Amazon, the first thoughts of many individuals would probably be about the company&#39;s online shopping platform or its Prime Video streaming service. My view is that both could be solid growth drivers over the coming years. But they won&#39;t be the most important factors in enabling the stock to double.</p><p>Instead, that honor belongs to Amazon Web Services (AWS). As much as 95% of worldwide IT spending goes toward on-premises hosting rather than in the cloud. CEO Andy Jassy expects &#34;the equation is going to shift and flip&#34; over the next 10 to 15 years with a lot more spending on cloud hosting versus on-premises hosting. If he&#39;s right (and I think he is), Amazon is a no-brainer stock to buy right now.</p><p>AWS already ranks as the biggest cloud-hosting provider. It&#39;s also Amazon&#39;s most profitable segment. The company&#39;s profits should explode by the end of the decade with the transition to the cloud. My confidence level is pretty high that Amazon&#39;s share price will at least double within seven years or less.</p><h2>2. Digital Realty Trust</h2><p><b>Digital Realty Trust</b> isn&#39;t the household name that Amazon is. However, the company should benefit from the same trend that Amazon will.</p><p>Digital Realty Trust owns more than 300 data centers. The transition to the cloud should be a key growth driver for the company.</p><p>A quick glance at Digital Realty Trust&#39;s top customers reveals a Who&#39;s Who in the technology world. A long list of major cloud providers, software specialists, social media companies, and telecommunications giants use Digital Realty Trust&#39;s data centers.</p><p>If you only look at Digital Realty&#39;s stock performance over the last 10 years, you might doubt that it could double by 2030. But it&#39;s important to consider total returns rather than share-price appreciation alone.</p><p>Digital Realty Trust is a real estate investment trust (REIT) and must return at least 90% of its income to shareholders to avoid paying federal taxes. Its dividend yield tops 4.8%. With that high yield, the stock won&#39;t have to deliver huge gains for Digital Realty Trust to generate total returns of 100% or more over the next seven years.</p><h2>3. Vertex Pharmaceuticals</h2><p>I think that <b>Vertex Pharmaceuticals</b> is another S&amp;P 500 stock with a clear path to doubling or more by 2030. The company already enjoys a monopoly in treating the underlying cause of cystic fibrosis (CF).</p><p>Vertex could increase its market by roughly 50% by securing additional approvals and reimbursement deals for its existing CF drugs and by achieving success with its experimental messenger RNA CF therapy VX-522.</p><p>But Vertex has even greater growth opportunities beyond CF. It hopes to win regulatory approvals for exa-cel, a gene-editing therapy developed with <b>CRISPR Therapeutics</b>, as soon as later this year. Exa-cel could generate peak annual sales of at least $2 billion in treating sickle cell disease and transfusion-dependent beta-thalassemia.</p><p>Non-opioid pain drug VX-548 could also make it to market within the next couple of years. Vertex believes that this therapy has multibillion-dollar potential.</p><p>The big biotech is also making good progress in its clinical testing of inaxaplin in treating APOL1-mediated kidney disease (AMKD). There are more patients with AMKD than there are CF patients.</p><p>Vertex could have other major catalysts over the next few years as well, notably from progress with its clinical programs that could hold a cure for type 1 diabetes.</p><p>Biotech stocks face the risk that their pipeline programs could flop in clinical studies or fail to win regulatory approvals. But my view is that Vertex has enough arrows in its quiver that it will be able to double investors&#39; money within the next seven years.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Prediction: These 3 S&P 500 Stocks Will at Least Double in 7 Years</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 3 S&P 500 Stocks Will at Least Double in 7 Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-06 23:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/04/prediction-these-3-sp-500-stocks-will-double/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There's an old joke about a person being asked, \"How many people work in your office?\" The person responds, \"About half of them.\"This punchline comes to mind when I look at the S&P 500. Many of the ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/04/prediction-these-3-sp-500-stocks-will-double/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VRTX":"福泰制药","AMZN":"亚马逊","DLR":"数字房地产信托公司"},"source_url":"https://www.fool.com/investing/2023/03/04/prediction-these-3-sp-500-stocks-will-double/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316113551","content_text":"There's an old joke about a person being asked, \"How many people work in your office?\" The person responds, \"About half of them.\"This punchline comes to mind when I look at the S&P 500. Many of the stocks in the index don't perform all that well over time. But as the more-successful stocks outperform, they earn an increased weighting in the S&P 500 because of their larger market caps.Which stocks in the S&P 500 will work the most for investors throughout this decade? It's impossible to know for sure. However, I'll make a prediction: The following three S&P 500 stocks will at least double in seven years.1. AmazonThe larger a company grows, the harder it can be to deliver the same rate of expansion. But that doesn't mean really big companies can't grow significantly. I think Amazon has proved this point in the past and will continue to do so.When asked about Amazon, the first thoughts of many individuals would probably be about the company's online shopping platform or its Prime Video streaming service. My view is that both could be solid growth drivers over the coming years. But they won't be the most important factors in enabling the stock to double.Instead, that honor belongs to Amazon Web Services (AWS). As much as 95% of worldwide IT spending goes toward on-premises hosting rather than in the cloud. CEO Andy Jassy expects \"the equation is going to shift and flip\" over the next 10 to 15 years with a lot more spending on cloud hosting versus on-premises hosting. If he's right (and I think he is), Amazon is a no-brainer stock to buy right now.AWS already ranks as the biggest cloud-hosting provider. It's also Amazon's most profitable segment. The company's profits should explode by the end of the decade with the transition to the cloud. My confidence level is pretty high that Amazon's share price will at least double within seven years or less.2. Digital Realty TrustDigital Realty Trust isn't the household name that Amazon is. However, the company should benefit from the same trend that Amazon will.Digital Realty Trust owns more than 300 data centers. The transition to the cloud should be a key growth driver for the company.A quick glance at Digital Realty Trust's top customers reveals a Who's Who in the technology world. A long list of major cloud providers, software specialists, social media companies, and telecommunications giants use Digital Realty Trust's data centers.If you only look at Digital Realty's stock performance over the last 10 years, you might doubt that it could double by 2030. But it's important to consider total returns rather than share-price appreciation alone.Digital Realty Trust is a real estate investment trust (REIT) and must return at least 90% of its income to shareholders to avoid paying federal taxes. Its dividend yield tops 4.8%. With that high yield, the stock won't have to deliver huge gains for Digital Realty Trust to generate total returns of 100% or more over the next seven years.3. Vertex PharmaceuticalsI think that Vertex Pharmaceuticals is another S&P 500 stock with a clear path to doubling or more by 2030. The company already enjoys a monopoly in treating the underlying cause of cystic fibrosis (CF).Vertex could increase its market by roughly 50% by securing additional approvals and reimbursement deals for its existing CF drugs and by achieving success with its experimental messenger RNA CF therapy VX-522.But Vertex has even greater growth opportunities beyond CF. It hopes to win regulatory approvals for exa-cel, a gene-editing therapy developed with CRISPR Therapeutics, as soon as later this year. Exa-cel could generate peak annual sales of at least $2 billion in treating sickle cell disease and transfusion-dependent beta-thalassemia.Non-opioid pain drug VX-548 could also make it to market within the next couple of years. Vertex believes that this therapy has multibillion-dollar potential.The big biotech is also making good progress in its clinical testing of inaxaplin in treating APOL1-mediated kidney disease (AMKD). There are more patients with AMKD than there are CF patients.Vertex could have other major catalysts over the next few years as well, notably from progress with its clinical programs that could hold a cure for type 1 diabetes.Biotech stocks face the risk that their pipeline programs could flop in clinical studies or fail to win regulatory approvals. But my view is that Vertex has enough arrows in its quiver that it will be able to double investors' money within the next seven years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078386351,"gmtCreate":1657635904874,"gmtModify":1676536037300,"author":{"id":"3575091428590185","authorId":"3575091428590185","name":"HENRYCSC","avatar":"https://static.tigerbbs.com/6d47a6dec25b21dc547a5b982674c499","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091428590185","authorIdStr":"3575091428590185"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>View on Taiwan Semiconductor Manufacturing(TSM)BullishBearish[Spurting]&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>View on Taiwan Semiconductor Manufacturing(TSM)BullishBearish[Spurting]&nbsp;","text":"$Taiwan Semiconductor Manufacturing(TSM)$View on Taiwan Semiconductor Manufacturing(TSM)BullishBearish[Spurting]","images":[{"img":"https://community-static.tradeup.com/news/cffc19e8d8fbf10ba73bfb3cb1b0aa40","width":"1242","height":"2448"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078386351","isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9958300647,"gmtCreate":1673623633989,"gmtModify":1676538866772,"author":{"id":"3575091428590185","authorId":"3575091428590185","name":"HENRYCSC","avatar":"https://static.tigerbbs.com/6d47a6dec25b21dc547a5b982674c499","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091428590185","authorIdStr":"3575091428590185"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9958300647","repostId":"1167317624","repostType":2,"repost":{"id":"1167317624","pubTimestamp":1673622237,"share":"https://ttm.financial/m/news/1167317624?lang=&edition=fundamental","pubTime":"2023-01-13 23:03","market":"us","language":"en","title":"Top Calls on Wall Street: Tesla, Credit Suisse, Lockheed Martin and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1167317624","media":"TheFly","summary":"Top 5 Upgrades:BofA analyst Michael Feniger upgraded Caterpillar(CAT) to Buy from Neutral with a pri","content":"<html><head></head><body><h2><b>Top 5 Upgrades:</b></h2><ul><li>BofA analyst Michael Feniger upgraded <b>Caterpillar</b>(CAT) to Buy from Neutral with a price target of $295, up from $217. Rising prices versus costs can provide a tailwind that &#34;provides cover in the near-term&#34; at a time of heightened uncertainty, Feniger argues.</li><li>RBC Capital analyst Mike Dahl upgraded <b>Vulcan Materials</b>(VMC) to Outperform from Sector Perform with a price target of $191, up from $170. Ramping infrastructure tailwinds and &#34;lagged&#34; non-residential strength should largely offset &#34;sharp headwinds&#34; from new residential construction in 2023, Dahl tells investors in a research note.</li><li>Wells Fargo analyst Seth Weber upgraded <b>TransUnion</b>(TRU) to Overweight from Equal Weight with a price target of $88, up from $70. The stock&#39;s significant underperformance provides an attractive entry point for a company with valuable data/info assets and decisioning tools, Weber tells investors in a research note.</li><li>JPMorgan analyst Guilherme Mendes upgraded <b>Copa Holdings</b>(CPA) to Overweight from Neutral with a price target of $132, up from $105. The analyst says Copa offers an &#34;interesting combination&#34; of a discounted valuation to its historical average and a &#34;relatively comfortable balance sheet situation.&#34;</li><li>Stifel analyst Andrew Partheniou upgraded <b>Organigram</b>(OGI) to Buy from Hold with an unchanged price target of C$1.50 after the company reported &#34;strong&#34; Q1 results. Profitability beat expectations with meaningful cash generation, noted Partheniou, who is raising his profitability estimates to reflect Q1 performance, management&#39;s gross margin guidance and the company&#39;s production expansions and innovation &#34;bearing fruit.&#34;</li></ul><h2><b>Top 5 Downgrades:</b></h2><ul><li>Goldman Sachs analyst Noah Poponak downgraded <b>Lockheed Martin</b>(LMT) to Sell from Neutral with a price target of $332, down from $388. The U.S. defense budget has grown significantly to an all-time high level, and with a large level of cumulative government debt, focus on slowing spending growth or reducing it outright could return in 2023, Poponak tells investors in a research note.</li><li>BTIG analyst Gray Powell downgraded <b>Fortinet</b>(FTNT) to Neutral from Buy without a price target. The analyst has increased appliance refresh concerns following channel checks. He has consistently heard increased concerns on firewall refresh delays in 2023 from contacts who have a view on large enterprise spending and Fortinet is most exposed to this risk, Powell tells investors in a research note.</li><li>Guggenheim analyst Michael Morris downgraded <b>Warner Music</b>(WMG) to Neutral from Buy with a price target of $35, down from $38, after updating his fiscal Q1 model to better reflect weaker-than-previously forecast Recorded Music streaming revenue. While he is still confident in the company&#39;s ability to monetize unique intellectual property, Morris is taking &#34;a modestly more conservative view&#34; of a sustained growth trajectory in streaming revenue and recorded music margin expansion.</li><li>Deutsche Bank analyst George Brown downgraded <b>Logitech</b>(LOGI) to Hold from Buy with a price target of CHF 54, down from CHF 68. The current downturn in the PC market is more severe than anticipated and the stock&#39;s risk/reward is more balanced given the extended replacement cycles, Brown tells investors in a research note.</li><li>Guggenheim analyst Ronald Jewsikow downgraded <b>Tesla</b>(TSLA) to Sell from Neutral.  Jewsikow forecasts a &#34;sizable&#34; gross margin miss in Q4 to be driven mainly by price reductions and incentive actions taken during the quarter.</li></ul><h2><b>Top 5 Initiations:</b></h2><ul><li>Deutsche Bank analyst Benjamin Goy reinstated coverage of <b>Credit Suisse</b>(CS) with a Hold rating and CHF 3.40 price target. The bank is taking the right steps but lowering costs, regaining operational momentum, and reducing the complexity of funding costs will take time, Goy tells investors in a research note.</li><li>Jefferies analyst Vedvati Shrote initiated coverage of <b>Teradyne</b>(TER) with a Buy rating and $115 price target as the analyst launched coverage on a pair of Back-End Test Equipment stocks. The industry has transformed into a high-single- to low-double-digit growth segment after &#34;a decade uninspiring growth,&#34; said Shrote, who calls out view Teradyne as a test equipment beneficiary as the market leader with 50% share.</li><li>Truist analyst Keith Hughes initiated coverage of <b>Summit Materials</b>(SUM) with a Buy rating and $40 price target. The analyst believes that the strong pricing in aggregates and cement will continue and offset cost, leading to EBITDA growth this year.</li><li>UBS analyst Rayna Kumar initiated coverage of <b>Pagaya</b>(PGY) with a Neutral rating and $1.25 price target. While Kumar estimates that from 2022E-2025E, Pagaya&#39;s AI-powered network could fuel a 26% network volume and 23% top-line CAGR, the analyst expects mounting macro headwinds from rising interest rates and consumer credit deterioration to continue to pressure Pagaya&#39;s loan approval rate in 2023, making it unlikely the company will achieve its 3-5 year medium-term network volume ambition of $25B, Kumar tells investors in a research note.</li><li>Capital One analyst Connor Murphy initiated coverage of <b>Workday</b>(WDAY) with an Overweight rating and $200 price target.</li></ul></body></html>","source":"lsy1666364704704","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>Top Calls on Wall Street: Tesla, Credit Suisse, Lockheed Martin and More</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\">\nTop Calls on Wall Street: Tesla, Credit Suisse, Lockheed Martin and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-13 23:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thefly.com/landingPageNews.php?id=3645251&headline=FTNT;WMG;CAT;VMC;TRU;LMT;TSLA;LOGI;CPA;OGI;CS;TER;SUM;WDAY;PGY-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations><strong>TheFly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Top 5 Upgrades:BofA analyst Michael Feniger upgraded Caterpillar(CAT) to Buy from Neutral with a price target of $295, up from $217. Rising prices versus costs can provide a tailwind that \"provides ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3645251&headline=FTNT;WMG;CAT;VMC;TRU;LMT;TSLA;LOGI;CPA;OGI;CS;TER;SUM;WDAY;PGY-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LMT":"洛克希德马丁","TSLA":"特斯拉"},"source_url":"https://thefly.com/landingPageNews.php?id=3645251&headline=FTNT;WMG;CAT;VMC;TRU;LMT;TSLA;LOGI;CPA;OGI;CS;TER;SUM;WDAY;PGY-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167317624","content_text":"Top 5 Upgrades:BofA analyst Michael Feniger upgraded Caterpillar(CAT) to Buy from Neutral with a price target of $295, up from $217. Rising prices versus costs can provide a tailwind that \"provides cover in the near-term\" at a time of heightened uncertainty, Feniger argues.RBC Capital analyst Mike Dahl upgraded Vulcan Materials(VMC) to Outperform from Sector Perform with a price target of $191, up from $170. Ramping infrastructure tailwinds and \"lagged\" non-residential strength should largely offset \"sharp headwinds\" from new residential construction in 2023, Dahl tells investors in a research note.Wells Fargo analyst Seth Weber upgraded TransUnion(TRU) to Overweight from Equal Weight with a price target of $88, up from $70. The stock's significant underperformance provides an attractive entry point for a company with valuable data/info assets and decisioning tools, Weber tells investors in a research note.JPMorgan analyst Guilherme Mendes upgraded Copa Holdings(CPA) to Overweight from Neutral with a price target of $132, up from $105. The analyst says Copa offers an \"interesting combination\" of a discounted valuation to its historical average and a \"relatively comfortable balance sheet situation.\"Stifel analyst Andrew Partheniou upgraded Organigram(OGI) to Buy from Hold with an unchanged price target of C$1.50 after the company reported \"strong\" Q1 results. Profitability beat expectations with meaningful cash generation, noted Partheniou, who is raising his profitability estimates to reflect Q1 performance, management's gross margin guidance and the company's production expansions and innovation \"bearing fruit.\"Top 5 Downgrades:Goldman Sachs analyst Noah Poponak downgraded Lockheed Martin(LMT) to Sell from Neutral with a price target of $332, down from $388. The U.S. defense budget has grown significantly to an all-time high level, and with a large level of cumulative government debt, focus on slowing spending growth or reducing it outright could return in 2023, Poponak tells investors in a research note.BTIG analyst Gray Powell downgraded Fortinet(FTNT) to Neutral from Buy without a price target. The analyst has increased appliance refresh concerns following channel checks. He has consistently heard increased concerns on firewall refresh delays in 2023 from contacts who have a view on large enterprise spending and Fortinet is most exposed to this risk, Powell tells investors in a research note.Guggenheim analyst Michael Morris downgraded Warner Music(WMG) to Neutral from Buy with a price target of $35, down from $38, after updating his fiscal Q1 model to better reflect weaker-than-previously forecast Recorded Music streaming revenue. While he is still confident in the company's ability to monetize unique intellectual property, Morris is taking \"a modestly more conservative view\" of a sustained growth trajectory in streaming revenue and recorded music margin expansion.Deutsche Bank analyst George Brown downgraded Logitech(LOGI) to Hold from Buy with a price target of CHF 54, down from CHF 68. The current downturn in the PC market is more severe than anticipated and the stock's risk/reward is more balanced given the extended replacement cycles, Brown tells investors in a research note.Guggenheim analyst Ronald Jewsikow downgraded Tesla(TSLA) to Sell from Neutral.  Jewsikow forecasts a \"sizable\" gross margin miss in Q4 to be driven mainly by price reductions and incentive actions taken during the quarter.Top 5 Initiations:Deutsche Bank analyst Benjamin Goy reinstated coverage of Credit Suisse(CS) with a Hold rating and CHF 3.40 price target. The bank is taking the right steps but lowering costs, regaining operational momentum, and reducing the complexity of funding costs will take time, Goy tells investors in a research note.Jefferies analyst Vedvati Shrote initiated coverage of Teradyne(TER) with a Buy rating and $115 price target as the analyst launched coverage on a pair of Back-End Test Equipment stocks. The industry has transformed into a high-single- to low-double-digit growth segment after \"a decade uninspiring growth,\" said Shrote, who calls out view Teradyne as a test equipment beneficiary as the market leader with 50% share.Truist analyst Keith Hughes initiated coverage of Summit Materials(SUM) with a Buy rating and $40 price target. The analyst believes that the strong pricing in aggregates and cement will continue and offset cost, leading to EBITDA growth this year.UBS analyst Rayna Kumar initiated coverage of Pagaya(PGY) with a Neutral rating and $1.25 price target. While Kumar estimates that from 2022E-2025E, Pagaya's AI-powered network could fuel a 26% network volume and 23% top-line CAGR, the analyst expects mounting macro headwinds from rising interest rates and consumer credit deterioration to continue to pressure Pagaya's loan approval rate in 2023, making it unlikely the company will achieve its 3-5 year medium-term network volume ambition of $25B, Kumar tells investors in a research note.Capital One analyst Connor Murphy initiated coverage of Workday(WDAY) with an Overweight rating and $200 price target.","news_type":1},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941205528,"gmtCreate":1680253365164,"gmtModify":1680253368930,"author":{"id":"3575091428590185","authorId":"3575091428590185","name":"HENRYCSC","avatar":"https://static.tigerbbs.com/6d47a6dec25b21dc547a5b982674c499","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091428590185","authorIdStr":"3575091428590185"},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941205528","repostId":"2323711625","repostType":4,"repost":{"id":"2323711625","pubTimestamp":1680275946,"share":"https://ttm.financial/m/news/2323711625?lang=&edition=fundamental","pubTime":"2023-03-31 23:19","market":"us","language":"en","title":"Tesla Stock: One Chart That Shows Why This is the Top EV Stock to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2323711625","media":"Motley Fool","summary":"There's one massive difference between Tesla and the rest.","content":"<html><head></head><body><p>The shift to electric is coming. The International Energy Agency (IEA) estimates that roughly 60% of new vehicles sold will be electric in 2030. <strong>Tesla</strong> (TSLA) was a first-mover. Investors have fiercely debated the company&#39;s stock, which trades at a hefty premium to those of competitors like <strong>Ford</strong> and <strong>General Motors</strong>.</p><p>One could argue that Tesla is a car company with money-sucking capital requirements like any other automotive maker. Others might say Tesla is a technology company that goes beyond vehicles. But there&#39;s something about Tesla that matters <em>way more </em>than this argument.</p><p>Here is the chart that matters, and why it makes Tesla a superior stock to its electric vehicle (EV) competitors.</p><h2>What is the return on capital employed?</h2><p>In a way, Tesla is both an automotive and a technology company. Its unique factories, product plans, and eccentric CEO make it almost as fascinating a story as it is an investment. But you can look at the company&#39;s return on capital employed to get down to brass tacks and illustrate how the business is performing.</p><p>The return on capital employed is a ratio (displayed as a percentage) that shows the return generated on a company&#39;s financial assets. It&#39;s calculated by dividing a company&#39;s earnings before interest and taxes (EBIT) by its capital employed. You can think of a business as a machine -- and when you put a dollar of capital into it, how much are you getting out?</p><p>You can compare the return on capital employed between similar companies to get a sense of how efficient each business is.</p><h2>Where Tesla stands out</h2><p>Let&#39;s do that with Tesla, legacy competitors like Ford and General Motors, and start-up <strong>Rivian</strong>. Below, you&#39;ll see that Tesla has a significantly higher ROCE than all of the others -- Rivian&#39;s is profoundly negative at this point:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62185667b2a880322017497736ec46ad\" tg-width=\"720\" tg-height=\"483\"/></p><p>TSLA Return on Capital Employed data by YCharts</p><p>What explains these numbers? It&#39;s undoubtedly a combination of things, but it could boil down to some observations. First, a company must be profitable to generate a positive ROCE; Rivian is still unprofitable, because it doesn&#39;t manufacture enough vehicles to offset the costs of running its factories.</p><p>Ford and General Motors are profitable, but they are straddling two businesses -- the new and old, electric vehicles and legacy combustion engine cars and trucks. Ford recently split its financials for the two sides of the company apart, disclosing that it lost around $3 billion in the past two years in the EV business and will lose $3 billion more in 2023.</p><h2>Why it makes Tesla a buy</h2><p>Tesla stands out as the most established pure-EV company on the market. Rivian is playing catch-up, and will probably burn billions more in cash as it ramps up production. Meanwhile, Ford and General Motors could see their return on capital employed decrease as they invest in building their EV businesses. They must also continue balancing two types of vehicles that use different technology -- and that added cost burden may make it difficult to operate as efficiently as Tesla.</p><p>This efficiency stands out when it comes to earnings growth. Analysts expect nearly 25% annual earnings growth from Tesla over the long term, and negative growth for Ford and General Motors. That arguably justifies the gulf between Tesla&#39;s price-to-earnings ratio (P/E) and the rest of the field.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8764a082a14c0f19a3fa7279814b27f7\" tg-width=\"720\" tg-height=\"531\"/></p><p>TSLA PE Ratio (Forward) data by YCharts</p><p>Notably, Tesla&#39;s potential earnings growth could burn off any conceived premium in the stock over the next several years. Even at a market cap of $600 billion, Tesla has a case for a growth stock label. The company&#39;s long-term production goals still dwarf the 1.37 million units it produced in 2022.</p><p>Tesla&#39;s superior return on capital employed positions it for strong earnings growth (and investment returns as a result) as EVs take center stage over the next decade and beyond.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock: One Chart That Shows Why This is the Top EV Stock to Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock: One Chart That Shows Why This is the Top EV Stock to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-31 23:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/30/tesla-one-chart-shows-why-this-is-top-ev-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The shift to electric is coming. The International Energy Agency (IEA) estimates that roughly 60% of new vehicles sold will be electric in 2030. Tesla (TSLA) was a first-mover. Investors have fiercely...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/30/tesla-one-chart-shows-why-this-is-top-ev-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2023/03/30/tesla-one-chart-shows-why-this-is-top-ev-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323711625","content_text":"The shift to electric is coming. The International Energy Agency (IEA) estimates that roughly 60% of new vehicles sold will be electric in 2030. Tesla (TSLA) was a first-mover. Investors have fiercely debated the company's stock, which trades at a hefty premium to those of competitors like Ford and General Motors.One could argue that Tesla is a car company with money-sucking capital requirements like any other automotive maker. Others might say Tesla is a technology company that goes beyond vehicles. But there's something about Tesla that matters way more than this argument.Here is the chart that matters, and why it makes Tesla a superior stock to its electric vehicle (EV) competitors.What is the return on capital employed?In a way, Tesla is both an automotive and a technology company. Its unique factories, product plans, and eccentric CEO make it almost as fascinating a story as it is an investment. But you can look at the company's return on capital employed to get down to brass tacks and illustrate how the business is performing.The return on capital employed is a ratio (displayed as a percentage) that shows the return generated on a company's financial assets. It's calculated by dividing a company's earnings before interest and taxes (EBIT) by its capital employed. You can think of a business as a machine -- and when you put a dollar of capital into it, how much are you getting out?You can compare the return on capital employed between similar companies to get a sense of how efficient each business is.Where Tesla stands outLet's do that with Tesla, legacy competitors like Ford and General Motors, and start-up Rivian. Below, you'll see that Tesla has a significantly higher ROCE than all of the others -- Rivian's is profoundly negative at this point:TSLA Return on Capital Employed data by YChartsWhat explains these numbers? It's undoubtedly a combination of things, but it could boil down to some observations. First, a company must be profitable to generate a positive ROCE; Rivian is still unprofitable, because it doesn't manufacture enough vehicles to offset the costs of running its factories.Ford and General Motors are profitable, but they are straddling two businesses -- the new and old, electric vehicles and legacy combustion engine cars and trucks. Ford recently split its financials for the two sides of the company apart, disclosing that it lost around $3 billion in the past two years in the EV business and will lose $3 billion more in 2023.Why it makes Tesla a buyTesla stands out as the most established pure-EV company on the market. Rivian is playing catch-up, and will probably burn billions more in cash as it ramps up production. Meanwhile, Ford and General Motors could see their return on capital employed decrease as they invest in building their EV businesses. They must also continue balancing two types of vehicles that use different technology -- and that added cost burden may make it difficult to operate as efficiently as Tesla.This efficiency stands out when it comes to earnings growth. Analysts expect nearly 25% annual earnings growth from Tesla over the long term, and negative growth for Ford and General Motors. That arguably justifies the gulf between Tesla's price-to-earnings ratio (P/E) and the rest of the field.TSLA PE Ratio (Forward) data by YChartsNotably, Tesla's potential earnings growth could burn off any conceived premium in the stock over the next several years. Even at a market cap of $600 billion, Tesla has a case for a growth stock label. The company's long-term production goals still dwarf the 1.37 million units it produced in 2022.Tesla's superior return on capital employed positions it for strong earnings growth (and investment returns as a result) as EVs take center stage over the next decade and beyond.","news_type":1},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002584004,"gmtCreate":1642041182691,"gmtModify":1676533675190,"author":{"id":"3575091428590185","authorId":"3575091428590185","name":"HENRYCSC","avatar":"https://static.tigerbbs.com/6d47a6dec25b21dc547a5b982674c499","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091428590185","authorIdStr":"3575091428590185"},"themes":[],"htmlText":"Like pls pls&nbsp;","listText":"Like pls pls&nbsp;","text":"Like pls pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002584004","repostId":"1171285812","repostType":4,"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884649676,"gmtCreate":1631889226295,"gmtModify":1676530663344,"author":{"id":"3575091428590185","authorId":"3575091428590185","name":"HENRYCSC","avatar":"https://static.tigerbbs.com/6d47a6dec25b21dc547a5b982674c499","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091428590185","authorIdStr":"3575091428590185"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/884649676","repostId":"1172069384","repostType":4,"repost":{"id":"1172069384","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631888749,"share":"https://ttm.financial/m/news/1172069384?lang=&edition=fundamental","pubTime":"2021-09-17 22:25","market":"us","language":"en","title":"Zoom Video Stock rose 2% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1172069384","media":"Tiger Newspress","summary":"Zoom Video Stock rose 2% in morning trading on report ISS urged Five9 holders to reject takeover bid","content":"<p>Zoom Video Stock rose 2% in morning trading&nbsp;on report ISS urged Five9 holders to reject takeover bid.</p>\n<p><img src=\"https://static.tigerbbs.com/0848666fe26a30e300c95e7d49279fb1\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>Proxy advisory firm Institutional Shareholder Services on Friday recommended a vote by shareholders against&nbsp;Zoom&nbsp;Video Communications Inc's $14.7 billion deal for cloud-based call center operator&nbsp;Five9 Inc, citing growth concerns.</p>\n<p>Though the combined company will have access to a larger market,ISS&nbsp;said, \"The all-stock deal exposes Five9 shareholders to a more volatile stock whose growth prospects have become less compelling as society inches towards a post-pandemic environment.\"</p>\n<p>Since the deal was announced on July 18, Zoom shares have lost more than 20% of their value, while Five9 has dipped about 5%.</p>\n<p>A pandemic winner whose shares had surged nearly 396% last year, Zoom struck its largest-ever acquisition for Five9 in a bid to expand beyond its core video-conferencing services.</p>\n<p>The company earlier this month announced improvements and expansions to its services that included event lobbies, chat, networking in the hope that consumers will continue to use its platform for remote-working.</p>\n<p>However, ISS said the new additions failed to assuage shareholder concerns of continued business churn, while Five9's prospects have improved since the acquisition was announced and could attract more bidders if the deal falls apart.</p>\n<p>Zoom and Five9 were not immediately available for a comment.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zoom Video Stock rose 2% in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZoom Video Stock rose 2% in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-09-17 22:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Zoom Video Stock rose 2% in morning trading&nbsp;on report ISS urged Five9 holders to reject takeover bid.</p>\n<p><img src=\"https://static.tigerbbs.com/0848666fe26a30e300c95e7d49279fb1\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>Proxy advisory firm Institutional Shareholder Services on Friday recommended a vote by shareholders against&nbsp;Zoom&nbsp;Video Communications Inc's $14.7 billion deal for cloud-based call center operator&nbsp;Five9 Inc, citing growth concerns.</p>\n<p>Though the combined company will have access to a larger market,ISS&nbsp;said, \"The all-stock deal exposes Five9 shareholders to a more volatile stock whose growth prospects have become less compelling as society inches towards a post-pandemic environment.\"</p>\n<p>Since the deal was announced on July 18, Zoom shares have lost more than 20% of their value, while Five9 has dipped about 5%.</p>\n<p>A pandemic winner whose shares had surged nearly 396% last year, Zoom struck its largest-ever acquisition for Five9 in a bid to expand beyond its core video-conferencing services.</p>\n<p>The company earlier this month announced improvements and expansions to its services that included event lobbies, chat, networking in the hope that consumers will continue to use its platform for remote-working.</p>\n<p>However, ISS said the new additions failed to assuage shareholder concerns of continued business churn, while Five9's prospects have improved since the acquisition was announced and could attract more bidders if the deal falls apart.</p>\n<p>Zoom and Five9 were not immediately available for a comment.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172069384","content_text":"Zoom Video Stock rose 2% in morning trading on report ISS urged Five9 holders to reject takeover bid.\n\nProxy advisory firm Institutional Shareholder Services on Friday recommended a vote by shareholders against Zoom Video Communications Inc's $14.7 billion deal for cloud-based call center operator Five9 Inc, citing growth concerns.\nThough the combined company will have access to a larger market,ISS said, \"The all-stock deal exposes Five9 shareholders to a more volatile stock whose growth prospects have become less compelling as society inches towards a post-pandemic environment.\"\nSince the deal was announced on July 18, Zoom shares have lost more than 20% of their value, while Five9 has dipped about 5%.\nA pandemic winner whose shares had surged nearly 396% last year, Zoom struck its largest-ever acquisition for Five9 in a bid to expand beyond its core video-conferencing services.\nThe company earlier this month announced improvements and expansions to its services that included event lobbies, chat, networking in the hope that consumers will continue to use its platform for remote-working.\nHowever, ISS said the new additions failed to assuage shareholder concerns of continued business churn, while Five9's prospects have improved since the acquisition was announced and could attract more bidders if the deal falls apart.\nZoom and Five9 were not immediately available for a comment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943826560,"gmtCreate":1679362998650,"gmtModify":1679363003524,"author":{"id":"3575091428590185","authorId":"3575091428590185","name":"HENRYCSC","avatar":"https://static.tigerbbs.com/6d47a6dec25b21dc547a5b982674c499","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091428590185","authorIdStr":"3575091428590185"},"themes":[],"htmlText":"🙏&nbsp;","listText":"🙏&nbsp;","text":"🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943826560","repostId":"2320879546","repostType":4,"repost":{"id":"2320879546","pubTimestamp":1679360539,"share":"https://ttm.financial/m/news/2320879546?lang=&edition=fundamental","pubTime":"2023-03-21 09:02","market":"us","language":"en","title":"The End of the Everything Bubble Has Finally Hit the  Banking System. Credit Suisse and SVB Might Be Just the First of Many Shocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2320879546","media":"marketwatch","summary":"Major financial market regime changes typically take place in stages. The crypto meltdown in 2022, f","content":"<html><head></head><body><p>Major financial market regime changes typically take place in stages. The crypto meltdown in 2022, for example, incurred about $2 trillion of losses. The technology meltdown followed, with losses of about $5 trillion, the U.K. government bond (gilt) crisis ($500 billion in losses), plus an ongoing emerging market debt crisis.</p><p>These problems have now reached the world’s financial system, with U.S., European and Japanese banks losing around $460 billion in market value so far in March alone.</p><p>The immediate cause is the rapid increase in official interest rates in the U.S. and other major global economies. The true cause is the unwinding of an economic and financial structure built upon an artificially low cost of money, which gave rise to the “everything bubble” and its leveraged speculation.</p><p>“ Higher rates and losses on securities have significantly weakened the global banking system.  ”</p><p>The banking system’s problems may not be over. The collapse of Silicon Valley Bank highlighted the interest-rate risk of purchasing long-term securities financed with short-term deposits and the susceptibility to a liquidity run. Banks globally face falling customer deposits (projected to decline in the U.S. by up to 6%) and losses on holding of securities ( (unrealized losses at FDIC insured U.S. banks exceed $600 billion at end of 2022). A 10% loss on bank bond holdings would, if realized, decrease bank shareholder capital by around 25%.</p><p>When other interest-sensitive assets are included, one estimate puts the loss for U.S. banks alone at $2 trillion. Globally, the total unrealized loss might be two to three times that. The fact is that higher rates and losses on securities have significantly weakened the global banking system.</p><p>This is before loan losses. Higher rates will affect interest sensitive sectors such as real estate, non-essential consumer industries, and highly leveraged companies. Default rates are projected to rise globally, further reducing earnings and capital buffers.</p><p>There are several other areas of concern.</p><p>First, over recent years, investment has flowed into venture capital and early/ late stage start-ups. The driver was that abundant capital was itself a strategy. Many unprofitable start-ups require near-continuous investment. The problem is that new inflows into private equity have declined by around two-thirds from the 2021 level of around $600 billion as a result of large losses. While some of these companis have sufficient funds to continue operations, many will be forced to close.</p><p>Second, since the global financial crisis in 2008, regulatory restrictions on traditional banks have shifted higher risk or more complex lending or trading into the shadow banking system — non-bank financial institutions including insurance companies, pension funds, mutual funds, hedge funds, family offices and specialty financiers. The Bank of International Settlements estimates that $227 trillion was held in these accounts in 2021, almost half the size of the global financial sector and an increase from 42% in 2008.</p><p>The trouble is that information about and regulation of these entities is limited. The September 2022 crisis in U.K. government bonds, triggered by liability-driven investing strategies of the British-defined benefit pension plan, highlights the potential risk here.</p><p>Rapidly growing private markets, part of the shadow banking complex, invest in unlisted equity and debt, infrastructure and real estate assets. There now is a significant gap between private investment values and equivalent public equivalents. Termed “volatility laundering,” this is achieved by generous assumptions, internal sales or funding (raising concerns about conflicts of interest), and reliance on opaque models. Unpleasant revaluation shocks are not impossible.</p><p>“Mortgage backed securities, as well as commercial real estate and auto-loan securitizations, will be affected by declines in asset values and defaults.  ”</p><p>Third, structured products represent another area of risk.</p><p>Collateralized Loan Obligations (CLO), for example, are exposed to defaulted on low-rated debt used in private equity. Non-agency mortgage backed securities, as well as commercial real estate and auto-loan securitizations, will be affected by declines in asset values and defaults. While higher-rated securitization tranches may not suffer cash losses, downgrades and mark-to-market losses are likely. Where used as collateral for borrowing, margin calls may require sales which would realize losses.</p><p>Investors own large volumes of bank hybrid capital securities, which regulators can force to be written down or converted into equity at their option. Potential losses could be significant.</p><p>Finally, derivatives may prove another familiar source of instability. These instruments provide exposure to prices and leverage (especially via the ubiquitous carry trade). High volatility across equity, currencies and interest rates will create higher margin requirements, triggering cash needs. The risk of unexpected trading losses and disorderly and uncontrolled liquidation cannot be discounted.</p><p>Financial weaknesses will inevitably feed back into the real economy. Defaults, lack of investment and slowdown in the supply of credit will lead to an economic slowdown, which will drive new legs of this financial-market reset.</p><p>All of which leaves the Federal Reserve and other central banks trapped between the need to keep rates high to control inflation and the pressure to loosen monetary policy to prevent financial instability.</p></body></html>","source":"mwatch_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>The End of the Everything Bubble Has Finally Hit the  Banking System. Credit Suisse and SVB Might Be Just the First of Many Shocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe End of the Everything Bubble Has Finally Hit the  Banking System. Credit Suisse and SVB Might Be Just the First of Many Shocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-21 09:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-end-of-the-everything-bubble-has-finally-hit-the-banking-system-credit-suisse-and-svb-might-be-just-the-first-of-many-shocks-148ebd83?mod=newsviewer_click><strong>marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Major financial market regime changes typically take place in stages. The crypto meltdown in 2022, for example, incurred about $2 trillion of losses. The technology meltdown followed, with losses of ...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-end-of-the-everything-bubble-has-finally-hit-the-banking-system-credit-suisse-and-svb-might-be-just-the-first-of-many-shocks-148ebd83?mod=newsviewer_click\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SIVBQ":"硅谷银行"},"source_url":"https://www.marketwatch.com/story/the-end-of-the-everything-bubble-has-finally-hit-the-banking-system-credit-suisse-and-svb-might-be-just-the-first-of-many-shocks-148ebd83?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2320879546","content_text":"Major financial market regime changes typically take place in stages. The crypto meltdown in 2022, for example, incurred about $2 trillion of losses. The technology meltdown followed, with losses of about $5 trillion, the U.K. government bond (gilt) crisis ($500 billion in losses), plus an ongoing emerging market debt crisis.These problems have now reached the world’s financial system, with U.S., European and Japanese banks losing around $460 billion in market value so far in March alone.The immediate cause is the rapid increase in official interest rates in the U.S. and other major global economies. The true cause is the unwinding of an economic and financial structure built upon an artificially low cost of money, which gave rise to the “everything bubble” and its leveraged speculation.“ Higher rates and losses on securities have significantly weakened the global banking system.  ”The banking system’s problems may not be over. The collapse of Silicon Valley Bank highlighted the interest-rate risk of purchasing long-term securities financed with short-term deposits and the susceptibility to a liquidity run. Banks globally face falling customer deposits (projected to decline in the U.S. by up to 6%) and losses on holding of securities ( (unrealized losses at FDIC insured U.S. banks exceed $600 billion at end of 2022). A 10% loss on bank bond holdings would, if realized, decrease bank shareholder capital by around 25%.When other interest-sensitive assets are included, one estimate puts the loss for U.S. banks alone at $2 trillion. Globally, the total unrealized loss might be two to three times that. The fact is that higher rates and losses on securities have significantly weakened the global banking system.This is before loan losses. Higher rates will affect interest sensitive sectors such as real estate, non-essential consumer industries, and highly leveraged companies. Default rates are projected to rise globally, further reducing earnings and capital buffers.There are several other areas of concern.First, over recent years, investment has flowed into venture capital and early/ late stage start-ups. The driver was that abundant capital was itself a strategy. Many unprofitable start-ups require near-continuous investment. The problem is that new inflows into private equity have declined by around two-thirds from the 2021 level of around $600 billion as a result of large losses. While some of these companis have sufficient funds to continue operations, many will be forced to close.Second, since the global financial crisis in 2008, regulatory restrictions on traditional banks have shifted higher risk or more complex lending or trading into the shadow banking system — non-bank financial institutions including insurance companies, pension funds, mutual funds, hedge funds, family offices and specialty financiers. The Bank of International Settlements estimates that $227 trillion was held in these accounts in 2021, almost half the size of the global financial sector and an increase from 42% in 2008.The trouble is that information about and regulation of these entities is limited. The September 2022 crisis in U.K. government bonds, triggered by liability-driven investing strategies of the British-defined benefit pension plan, highlights the potential risk here.Rapidly growing private markets, part of the shadow banking complex, invest in unlisted equity and debt, infrastructure and real estate assets. There now is a significant gap between private investment values and equivalent public equivalents. Termed “volatility laundering,” this is achieved by generous assumptions, internal sales or funding (raising concerns about conflicts of interest), and reliance on opaque models. Unpleasant revaluation shocks are not impossible.“Mortgage backed securities, as well as commercial real estate and auto-loan securitizations, will be affected by declines in asset values and defaults.  ”Third, structured products represent another area of risk.Collateralized Loan Obligations (CLO), for example, are exposed to defaulted on low-rated debt used in private equity. Non-agency mortgage backed securities, as well as commercial real estate and auto-loan securitizations, will be affected by declines in asset values and defaults. While higher-rated securitization tranches may not suffer cash losses, downgrades and mark-to-market losses are likely. Where used as collateral for borrowing, margin calls may require sales which would realize losses.Investors own large volumes of bank hybrid capital securities, which regulators can force to be written down or converted into equity at their option. Potential losses could be significant.Finally, derivatives may prove another familiar source of instability. These instruments provide exposure to prices and leverage (especially via the ubiquitous carry trade). High volatility across equity, currencies and interest rates will create higher margin requirements, triggering cash needs. The risk of unexpected trading losses and disorderly and uncontrolled liquidation cannot be discounted.Financial weaknesses will inevitably feed back into the real economy. Defaults, lack of investment and slowdown in the supply of credit will lead to an economic slowdown, which will drive new legs of this financial-market reset.All of which leaves the Federal Reserve and other central banks trapped between the need to keep rates high to control inflation and the pressure to loosen monetary policy to prevent financial instability.","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}