myLaohor personal page - To The Moon

myLaohor

myLaohor

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06-12

AI existed in our daily life ages ago and recently AI usage in our daily software and daily activity increased. however AI had not just going to take off in our personal daily life it already started take parts in business and organisation activities and processes rapidly. Eg human resource processes and some other labour intensive processes in the business operation. For older generation of software engineer and architecture that follow the forefront of tech changes actually have no surprise at all to the word AI, OpenAI etc etc all this existed it all just recent yr put under magnifying glass as a topic in share market. Ride the train while still on full steam. It will eventually slowdown back to norm

05-24

$Tiger Brokers(TIGR)$ kopi o

02-01

nice

Royal Caribbean Sees Upbeat 2024 Profit on Strong Booking Trends

2023-12-21

This likely one of the best game tiger developed

2023-11-29

Thank you for sharing all your most valuable lifelong-experience with us. you a legend and will beremembered 🥲

2023-10-30

One of the fun game so far [Cool]

2023-10-30

One of the fun game so far

2023-05-08

Nice

Microsoft: The Rally Still Has Legs And We Are All Too Late

2023-04-13

Nice

Top Calls on Wall Street: Chevron, Exxon Mobil, JD.com and More

2023-04-03

Nice

Sorry, the original content has been removed

2023-03-02

ms no doubt will win in long run. Look forward into future

Microsoft: Profitability Powerhouse Set For Long-Term Gains

2023-02-21

Nice

3 Breakout Growth Stocks You Can Buy and Hold for the Next Decade

2023-01-26

Bad bad bad

Microsoft Probes Teams, Outlook Outage As Thousands of Users Report Disruption

2023-01-19

Let wait n see... Ms is no doubt a good company

Hold Up! Don't Rush to Buy MSFT Stock on AI Bot Buzz

2023-01-17

Excellent

Microsoft Isn't Immune to a Recession but It Should Gain Share in Key Areas

2023-01-11

Should ask what the best price to buy during the dip... lol😁

Is Apple Stock A Buy During The Dip?

2023-01-10

nice but not surprise 😄

Sorry, the original content has been removed

2023-01-04

Still a good company

Sorry, the original content has been removed

2023-01-03

Nice. Let see

Sorry, the original content has been removed

2022-12-30

Will see Next year

The Biggest Reason Nvidia Stock Is a Screaming Buy for 2023

Go to Tiger App to see more news

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o","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/309357903491080","isVote":1,"tweetType":1,"viewCount":635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":269400873742416,"gmtCreate":1706788538541,"gmtModify":1706788543262,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/269400873742416","repostId":"2408768374","repostType":2,"repost":{"id":"2408768374","weMediaInfo":{"introduction":"Reuters.com brings you the latest news 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prices.</p><p>With travelers opting for cruises instead of more expensive land-based vacation options, operators are experiencing record levels of bookings compared to pre-pandemic levels, giving them enough room to mark up ticket prices.</p><p>&#34;2023 was an exceptional year, propelled by unmatched demand for our brands from new and loyal guests,&#34; said CEO Jason Liberty. &#34;With the wind in our sails and record-breaking bookings, 2024 is poised to be another robust year.&#34;</p><p>The cruise operator&#39;s fourth quarter revenue rose nearly 28% to $3.33 billion, falling slightly short of analysts&#39; forecast of $3.36 billion, according to LSEG data.</p><p>Shares of the Miami, Florida-based company, which recently launched the largest cruise ship in the world, were up 2.4% before the bell.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8ee1e8f56a345ff126a88590a1b3c10\" tg-width=\"840\" tg-height=\"622\"/></p><p>The cruise company said occupancy in the fourth quarter was higher than that of the same period in 2022.</p><p>Rival Carnival on Tuesday said that the first half of 2024 was almost fully booked and that it had seen an &#34;early and robust&#34; start to the wave season, a period that stretches from January through March where cruise operators offer great deals to travelers.</p><p>Royal Caribbean also said on Thursday that the wave season was off to a record start.</p><p>The company forecast 2024 adjusted profit between $9.50 and $9.70 per share, compared with analysts&#39; average estimate of $9.19 per share.</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>Royal Caribbean Sees Upbeat 2024 Profit on Strong Booking 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}\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\">\nRoyal Caribbean Sees Upbeat 2024 Profit on Strong Booking Trends\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-02-01 19:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Feb 1 (Reuters) - Royal Caribbean Group projected annual profit above Wall Street expectations on Thursday on strong demand for cruise vacations and steeper itinerary prices.</p><p>With travelers opting for cruises instead of more expensive land-based vacation options, operators are experiencing record levels of bookings compared to pre-pandemic levels, giving them enough room to mark up ticket prices.</p><p>&#34;2023 was an exceptional year, propelled by unmatched demand for our brands from new and loyal guests,&#34; said CEO Jason Liberty. &#34;With the wind in our sails and record-breaking bookings, 2024 is poised to be another robust year.&#34;</p><p>The cruise operator&#39;s fourth quarter revenue rose nearly 28% to $3.33 billion, falling slightly short of analysts&#39; forecast of $3.36 billion, according to LSEG data.</p><p>Shares of the Miami, Florida-based company, which recently launched the largest cruise ship in the world, were up 2.4% before the bell.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8ee1e8f56a345ff126a88590a1b3c10\" tg-width=\"840\" tg-height=\"622\"/></p><p>The cruise company said occupancy in the fourth quarter was higher than that of the same period in 2022.</p><p>Rival Carnival on Tuesday said that the first half of 2024 was almost fully booked and that it had seen an &#34;early and robust&#34; start to the wave season, a period that stretches from January through March where cruise operators offer great deals to travelers.</p><p>Royal Caribbean also said on Thursday that the wave season was off to a record start.</p><p>The company forecast 2024 adjusted profit between $9.50 and $9.70 per share, compared with analysts&#39; average estimate of $9.19 per share.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4561":"索罗斯持仓","RCL":"皇家加勒比邮轮","BK4505":"高瓴资本持仓","BK4585":"ETF&股票定投概念","BK4588":"碎股","BK4517":"邮轮概念","BK4566":"资本集团","BK4142":"酒店、度假村与豪华游轮","BK4535":"淡马锡持仓","BK4017":"黄金"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2408768374","content_text":"Feb 1 (Reuters) - Royal Caribbean Group projected annual profit above Wall Street expectations on Thursday on strong demand for cruise vacations and steeper itinerary prices.With travelers opting for cruises instead of more expensive land-based vacation options, operators are experiencing record levels of bookings compared to pre-pandemic levels, giving them enough room to mark up ticket prices.\"2023 was an exceptional year, propelled by unmatched demand for our brands from new 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average estimate of $9.19 per share.","news_type":1},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":254455830175936,"gmtCreate":1703159834165,"gmtModify":1703159838176,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"htmlText":"This likely one of the best game tiger developed&nbsp;","listText":"This likely one of the best game tiger developed&nbsp;","text":"This likely one of the best game tiger developed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/254455830175936","isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":246754861633648,"gmtCreate":1701264190592,"gmtModify":1701264194154,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"htmlText":"Thank you for sharing all&nbsp;your most valuable lifelong-experience with us. you a legend and will beremembered 🥲","listText":"Thank you for sharing all&nbsp;your most valuable lifelong-experience with us. you a legend and will beremembered 🥲","text":"Thank you for sharing all your most valuable lifelong-experience with us. you a legend and will beremembered 🥲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/246754861633648","isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236079647457504,"gmtCreate":1698669444969,"gmtModify":1698669447431,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"htmlText":"One of the fun game so far&nbsp;[Cool]&nbsp;&nbsp;","listText":"One of the fun game so far&nbsp;[Cool]&nbsp;&nbsp;","text":"One of the fun game so far [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236079647457504","isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236079990472752,"gmtCreate":1698669406671,"gmtModify":1698669410864,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"htmlText":"One of the fun game so far","listText":"One of the fun game so far","text":"One of the fun game so far","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236079990472752","isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947454767,"gmtCreate":1683535885060,"gmtModify":1683535889315,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947454767","repostId":"2333440365","repostType":4,"repost":{"id":"2333440365","pubTimestamp":1683513521,"share":"https://ttm.financial/m/news/2333440365?lang=&edition=fundamental","pubTime":"2023-05-08 10:38","market":"us","language":"en","title":"Microsoft: The Rally Still Has Legs And We Are All Too Late","url":"https://stock-news.laohu8.com/highlight/detail?id=2333440365","media":"Seekingalpha","summary":"SummaryMSFT has been well-supported by the AI boom, while further boosted by the stellar FQ3'23 resu","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>MSFT has been well-supported by the AI boom, while further boosted by the stellar FQ3&#39;23 results and optimistic FQ4&#39;23 forward guidance.</p></li><li><p>With FY2023 potentially bringing forth a top and bottom-line expansion of +6.7% and +5.4%, respectively, it is not surprising that the rally has been this aggressive.</p></li><li><p>With $10B pledged to OpenAI and a new partnership with AMD, Nadella has envisioned the company&#39;s (likely) successful transition toward the next generational platform, AI.</p></li><li><p>However, this is where we prefer to exercise prudence, due to the minimal margin of safety to our price target of $321.13.</p></li><li><p>Due to the uncertain macroeconomic outlook and increased likelihood of recession by H2&#39;23, investors may want to avoid joining the rally now.</p></li></ul><p>We had previously covered <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> in April 2023 here, with the software company going on the offensive, integrating GPT-4 capabilities in most of its product offerings. As such, it was unsurprising that Mr. Market had awarded MSFT&#39;s stock with an AI premium, widening the gap between its valuations/stock prices to GOOG&#39;s, prompting &#34;the 800-pound gorilla,&#34; and Mr. Market to &#34;dance.&#34;</p><p>In this article, we will be covering MSFT&#39;s FQ3&#39;23 results, one that has further boosted its stock prices, despite the potentially blocked ATVI deal. Perhaps the optimism has to do with the bottoming PC demand destruction, with H2&#39;23 bringing forth further tailwinds in its top and bottom-line expansion. We shall discuss this further.</p><h2>The Tech Giant Continues To Deliver And Expand Aggressively - Deserving The Rally</h2><p>MSFT has had a smashing FQ3&#39;23 earnings call, with a double beat in its top and bottom lines. Notably, it records revenues of $52.85B (inline QoQ/ +7.1% YoY) and EPS of $2.45 (+5.6% QoQ/ +10.3% YoY).</p><p>Much of the success is attributed to the growth in MSFT&#39;s Intelligent Cloud/ Azure segment, contributing revenues of $22.08B (+2.6% QoQ/ +16.3% YoY) in the latest quarter, comprising 41.7% of its total revenues (+1 points QoQ/ +3.3 YoY).</p><p>With Azure delivering operating margins of 42.8% (+1.5 points QoQ/ -1.4 YoY) in FQ3&#39;23, it appears that the company&#39;s cloud segment remains unaffected by the uncertain macroeconomic outlook.</p><p>While Q1&#39;23 numbers may not be reported yet, MSFT has also been eating Amazon&#39;s (AMZN) share in the global cloud market, growing to 23% by Q4&#39;22 (+2 points QoQ/ +5 YoY), with the latter declining to 33% (-1 point QoQ/ inline YoY), while Alphabet&#39;s (GOOG) remains stable.</p><p>In addition, it appears that the software company&#39;s headwinds from the PC demand destruction have lifted moderately, attributed to the highly promising profitability in More Personal Computing by the latest quarter. The segment reported operating incomes of $4.23B (+27.4% QoQ/ -11.5% YoY) and operating margins of 31.9% (+8.6 points QoQ/ -0.8 YoY), despite the stagnant revenues of $13.26B (-6.8% QoQ/ -9% YoY).</p><p>If we are to dig further, MSFT&#39;s More Personal Computing segment&#39;s performance has been significantly lifted by the Windows Commercial products/ cloud services in FQ3&#39;23, expanding by +14% YoY, as with Xbox content/ services at 3% YoY and Search/ news advertising revenue at +10% YoY.</p><p>Furthermore, the Window segment is showing signs of recovery, with revenues of $5.32B by the latest quarter (+10.8% QoQ/ -12.2% YoY), naturally being much improved from pre-pandemic levels of $4.94B in FQ3&#39;20 and $5.22B in FQ3&#39;21. This cadence further underscores its winning strategy of offering a &#34;consolidated playbook&#34; to corporate/ retail consumers, across Azure, Dynamics, Teams, Security, Edge, and Bing.</p><p>While the integrated strategy may have forced MSFT to &#34;unbundle&#34; Microsoft Teams with Office products in the EU, to avoid a &#34;formal antitrust investigation by regulators,&#34; we believe that market demand may be more than healthy. By the end of 2022, over 1.4B (+7.6% YoY) of people /businesses use its offerings globally.</p><p>With Intel (INTC) similarly suggesting the bottoming of the PC downturn by Q2&#39;23, we suppose MSFT may have further tailwinds for top and bottom-line expansion by H2&#39;23, significantly aided by the aggressive AI strategy.</p><p>The software company has integrated AI across its first-party product offerings, most notably in Azure, driving performance while improving efficiency in resource usage. Particularly, it records optimized &#34;cost footprint&#34; QoQ, driving COGS down while expanding cloud margins, as witnessed in FQ3&#39;23 results.</p><p>As a result, it is unsurprising that MSFT&#39;s Research &amp; Development has also drastically expanded to $6.98B in FQ3&#39;23 (+2% QoQ/ +10.7% YoY), comprising 13.2% of its revenues, compared to FY2022 cadence of 12%.</p><p>This is on top of the supposed $10B pledged to OpenAI and a new partnership with Advanced Micro Devices (AMD) for the development of next-gen AI chips, as Satya Nadella, the CEO of MSFT, envisions the company&#39;s (likely) successful transition toward the next generational platform, AI:</p><blockquote>As we look towards a future where chat becomes a new way for people to seek information, consumers have real choice in business model and modalities with Azure-powered chat entry points across Bing, Edge, Windows, and OpenAI’s ChatGPT. We look forward to continuing this journey in what is a generational shift in the largest software category, search. (Seeking Alpha)</blockquote><h2>So, Is MSFT Stock A Buy, Sell, or Hold?</h2><p><strong>MSFT YTD Stock Price</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62f048cfd8cac7dce021e0cff006f714\" alt=\"Trading View\" title=\"Trading View\" tg-width=\"640\" tg-height=\"368\"/><span>Trading View</span></p><p>While we have scooped up more MSFT shares at the previous January 2023 bottom of $220, it appears that the rally has come relatively fast and furious, with the stock gaining +39.30% since then, compared to AMZN at +22.74%, GOOG at +20.48%, and SPY at +6.33%.</p><p>Its forward guidance demonstrated its highly optimistic outlook as well, with FQ4&#39;23 revenues of up to $55.85B (+5.6% QoQ/ +7.6% YoY) and an operating income of up to $23.65B (+5.8% QoQ/ +15.1% YoY), suggesting improved operating margins of up to 42.3% (+0.1 points QoQ/ +2.8 YoY).</p><p>Therefore, it is unsurprising that the MSFT stock is highly buoyant, potentially retesting its March 2022 resistance levels of $315 ahead.</p><p><strong>MSFT, GOOG, and AMZN 10Y EV/Revenue</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0f9ed47100b65458315588a9a3b4390\" tg-width=\"640\" tg-height=\"384\"/></p><p>S&amp;P Capital IQ</p><p>However, this is where we have turned cautious, since the MSFT stock seems richly valued at the moment, trading at NTM EV/Revenue of 9.86x, compared to its 5Y mean of 8.66x and 1Y mean of 8.65x.</p><p>In addition, the stock is also trading way above its cloud provider peers, such as GOOG at NTM EV/Revenue of 4.08x and AMZN of 2.06x, with the two latter similarly trading below their 5Y mean of 4.87x/ 3.13x while in line with their 1Y mean of 4.14x/ 2.17x, respectively.</p><p>MSFT&#39;s premium may not be warranted, since it is only expected to record a top-line CAGR of 10.1% through FY2025, compared to GOOG at 9.8% and AMZN at 10.9%. While the former may benefit from the AI boom, it is uncertain how things may develop ahead, due to the potential regulatory headwinds.</p><p>Then again, Palantir Technologies (PLTR) has been using AI as its data processing platform in multiple use cases, such as the military, tech companies, healthcare, and oil/gas industries, amongst others. Particularly, the US government comprised 71.2% (-5.9 points YoY) or $826M (+22% YoY) of its FY2022 revenues of $1.16B (+32% YoY).</p><p>With PLTR&#39;s offerings also achieving the highest possible DoD Impact Level 6 (IL6) PA from the Defense Information Systems Agency in October 2022, along with MSFT and AMZN, we suppose regulatory approvals and widespread adoptions may come sooner than expected.</p><p><strong>MSFT 2Y Stock Price</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dfbfe28672768baebcae2fd41819c1a9\" tg-width=\"640\" tg-height=\"335\"/></p><p>Trading View</p><p>It appears that the &#34;rally still has legs,&#34; with MSFT likely to retest its next resistance level at March 2022 of $315 over the next few days. Nonetheless, with the peak recessionary fears painting an uncertain macroeconomic outlook, we prefer to prudently rate the stock as a Hold here, due to the minimal upside potential to our price target of $321.64. This is based on its 1Y P/E mean of 25.67 and the market analyst&#39;s projected FY2025 EPS of $12.53.</p><p>Interested investors may want to wait for moderate retracements ahead, for an improved margin of safety. Do not chase the rally here.</p><p>Furthermore, the software company faces further uncertainty from the Activision Blizzard (ATVI) deal, with the UK regulators blocking the acquisition. We are personally happy with the decision, attributed to the slight premium that the former planned to pay at $69B.</p><p>Given the Fed&#39;s pessimistic outlook, it may be more prudent for MSFT to retain excess liquidity on the balance sheet, with it reporting FQ3&#39;23 cash/ short-term investments of $104.41B (+4.9% QoQ/ inline YoY), while similarly paying down its long-term debts to $41.96B (-4.8% QoQ/ -12.8% YoY).</p><p>With the growing hype surrounding ChatGPT and AI-enabled technologies, we believe there are more than sufficient growth drivers for the company, implying the reduced need to rely on ATVI at these elevated valuations.</p><p>Then again, assuming that the appeal is successful, it will not be surprising to see the MSFT stock further rally, due to the massively accretive effect on its gaming ambitions, significantly boosted by ATVI&#39;s $49.73B in Enterprise Value at the time of writing.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nMicrosoft: The Rally Still Has Legs And We Are All Too Late\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-08 10:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4601150-microsoft-the-rally-still-has-legs-and-we-are-all-too-late><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMSFT has been well-supported by the AI boom, while further boosted by the stellar FQ3'23 results and optimistic FQ4'23 forward guidance.With FY2023 potentially bringing forth a top and bottom-...</p>\n\n<a href=\"https://seekingalpha.com/article/4601150-microsoft-the-rally-still-has-legs-and-we-are-all-too-late\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4601150-microsoft-the-rally-still-has-legs-and-we-are-all-too-late","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2333440365","content_text":"SummaryMSFT has been well-supported by the AI boom, while further boosted by the stellar FQ3'23 results and optimistic FQ4'23 forward guidance.With FY2023 potentially bringing forth a top and bottom-line expansion of +6.7% and +5.4%, respectively, it is not surprising that the rally has been this aggressive.With $10B pledged to OpenAI and a new partnership with AMD, Nadella has envisioned the company's (likely) successful transition toward the next generational platform, AI.However, this is where we prefer to exercise prudence, due to the minimal margin of safety to our price target of $321.13.Due to the uncertain macroeconomic outlook and increased likelihood of recession by H2'23, investors may want to avoid joining the rally now.We had previously covered Microsoft in April 2023 here, with the software company going on the offensive, integrating GPT-4 capabilities in most of its product offerings. As such, it was unsurprising that Mr. Market had awarded MSFT's stock with an AI premium, widening the gap between its valuations/stock prices to GOOG's, prompting \"the 800-pound gorilla,\" and Mr. Market to \"dance.\"In this article, we will be covering MSFT's FQ3'23 results, one that has further boosted its stock prices, despite the potentially blocked ATVI deal. Perhaps the optimism has to do with the bottoming PC demand destruction, with H2'23 bringing forth further tailwinds in its top and bottom-line expansion. We shall discuss this further.The Tech Giant Continues To Deliver And Expand Aggressively - Deserving The RallyMSFT has had a smashing FQ3'23 earnings call, with a double beat in its top and bottom lines. Notably, it records revenues of $52.85B (inline QoQ/ +7.1% YoY) and EPS of $2.45 (+5.6% QoQ/ +10.3% YoY).Much of the success is attributed to the growth in MSFT's Intelligent Cloud/ Azure segment, contributing revenues of $22.08B (+2.6% QoQ/ +16.3% YoY) in the latest quarter, comprising 41.7% of its total revenues (+1 points QoQ/ +3.3 YoY).With Azure delivering operating margins of 42.8% (+1.5 points QoQ/ -1.4 YoY) in FQ3'23, it appears that the company's cloud segment remains unaffected by the uncertain macroeconomic outlook.While Q1'23 numbers may not be reported yet, MSFT has also been eating Amazon's (AMZN) share in the global cloud market, growing to 23% by Q4'22 (+2 points QoQ/ +5 YoY), with the latter declining to 33% (-1 point QoQ/ inline YoY), while Alphabet's (GOOG) remains stable.In addition, it appears that the software company's headwinds from the PC demand destruction have lifted moderately, attributed to the highly promising profitability in More Personal Computing by the latest quarter. The segment reported operating incomes of $4.23B (+27.4% QoQ/ -11.5% YoY) and operating margins of 31.9% (+8.6 points QoQ/ -0.8 YoY), despite the stagnant revenues of $13.26B (-6.8% QoQ/ -9% YoY).If we are to dig further, MSFT's More Personal Computing segment's performance has been significantly lifted by the Windows Commercial products/ cloud services in FQ3'23, expanding by +14% YoY, as with Xbox content/ services at 3% YoY and Search/ news advertising revenue at +10% YoY.Furthermore, the Window segment is showing signs of recovery, with revenues of $5.32B by the latest quarter (+10.8% QoQ/ -12.2% YoY), naturally being much improved from pre-pandemic levels of $4.94B in FQ3'20 and $5.22B in FQ3'21. This cadence further underscores its winning strategy of offering a \"consolidated playbook\" to corporate/ retail consumers, across Azure, Dynamics, Teams, Security, Edge, and Bing.While the integrated strategy may have forced MSFT to \"unbundle\" Microsoft Teams with Office products in the EU, to avoid a \"formal antitrust investigation by regulators,\" we believe that market demand may be more than healthy. By the end of 2022, over 1.4B (+7.6% YoY) of people /businesses use its offerings globally.With Intel (INTC) similarly suggesting the bottoming of the PC downturn by Q2'23, we suppose MSFT may have further tailwinds for top and bottom-line expansion by H2'23, significantly aided by the aggressive AI strategy.The software company has integrated AI across its first-party product offerings, most notably in Azure, driving performance while improving efficiency in resource usage. Particularly, it records optimized \"cost footprint\" QoQ, driving COGS down while expanding cloud margins, as witnessed in FQ3'23 results.As a result, it is unsurprising that MSFT's Research & Development has also drastically expanded to $6.98B in FQ3'23 (+2% QoQ/ +10.7% YoY), comprising 13.2% of its revenues, compared to FY2022 cadence of 12%.This is on top of the supposed $10B pledged to OpenAI and a new partnership with Advanced Micro Devices (AMD) for the development of next-gen AI chips, as Satya Nadella, the CEO of MSFT, envisions the company's (likely) successful transition toward the next generational platform, AI:As we look towards a future where chat becomes a new way for people to seek information, consumers have real choice in business model and modalities with Azure-powered chat entry points across Bing, Edge, Windows, and OpenAI’s ChatGPT. We look forward to continuing this journey in what is a generational shift in the largest software category, search. (Seeking Alpha)So, Is MSFT Stock A Buy, Sell, or Hold?MSFT YTD Stock PriceTrading ViewWhile we have scooped up more MSFT shares at the previous January 2023 bottom of $220, it appears that the rally has come relatively fast and furious, with the stock gaining +39.30% since then, compared to AMZN at +22.74%, GOOG at +20.48%, and SPY at +6.33%.Its forward guidance demonstrated its highly optimistic outlook as well, with FQ4'23 revenues of up to $55.85B (+5.6% QoQ/ +7.6% YoY) and an operating income of up to $23.65B (+5.8% QoQ/ +15.1% YoY), suggesting improved operating margins of up to 42.3% (+0.1 points QoQ/ +2.8 YoY).Therefore, it is unsurprising that the MSFT stock is highly buoyant, potentially retesting its March 2022 resistance levels of $315 ahead.MSFT, GOOG, and AMZN 10Y EV/RevenueS&P Capital IQHowever, this is where we have turned cautious, since the MSFT stock seems richly valued at the moment, trading at NTM EV/Revenue of 9.86x, compared to its 5Y mean of 8.66x and 1Y mean of 8.65x.In addition, the stock is also trading way above its cloud provider peers, such as GOOG at NTM EV/Revenue of 4.08x and AMZN of 2.06x, with the two latter similarly trading below their 5Y mean of 4.87x/ 3.13x while in line with their 1Y mean of 4.14x/ 2.17x, respectively.MSFT's premium may not be warranted, since it is only expected to record a top-line CAGR of 10.1% through FY2025, compared to GOOG at 9.8% and AMZN at 10.9%. While the former may benefit from the AI boom, it is uncertain how things may develop ahead, due to the potential regulatory headwinds.Then again, Palantir Technologies (PLTR) has been using AI as its data processing platform in multiple use cases, such as the military, tech companies, healthcare, and oil/gas industries, amongst others. Particularly, the US government comprised 71.2% (-5.9 points YoY) or $826M (+22% YoY) of its FY2022 revenues of $1.16B (+32% YoY).With PLTR's offerings also achieving the highest possible DoD Impact Level 6 (IL6) PA from the Defense Information Systems Agency in October 2022, along with MSFT and AMZN, we suppose regulatory approvals and widespread adoptions may come sooner than expected.MSFT 2Y Stock PriceTrading ViewIt appears that the \"rally still has legs,\" with MSFT likely to retest its next resistance level at March 2022 of $315 over the next few days. Nonetheless, with the peak recessionary fears painting an uncertain macroeconomic outlook, we prefer to prudently rate the stock as a Hold here, due to the minimal upside potential to our price target of $321.64. This is based on its 1Y P/E mean of 25.67 and the market analyst's projected FY2025 EPS of $12.53.Interested investors may want to wait for moderate retracements ahead, for an improved margin of safety. Do not chase the rally here.Furthermore, the software company faces further uncertainty from the Activision Blizzard (ATVI) deal, with the UK regulators blocking the acquisition. We are personally happy with the decision, attributed to the slight premium that the former planned to pay at $69B.Given the Fed's pessimistic outlook, it may be more prudent for MSFT to retain excess liquidity on the balance sheet, with it reporting FQ3'23 cash/ short-term investments of $104.41B (+4.9% QoQ/ inline YoY), while similarly paying down its long-term debts to $41.96B (-4.8% QoQ/ -12.8% YoY).With the growing hype surrounding ChatGPT and AI-enabled technologies, we believe there are more than sufficient growth drivers for the company, implying the reduced need to rely on ATVI at these elevated valuations.Then again, assuming that the appeal is successful, it will not be surprising to see the MSFT stock further rally, due to the massively accretive effect on its gaming ambitions, significantly boosted by ATVI's $49.73B in Enterprise Value at the time of writing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945110554,"gmtCreate":1681400900878,"gmtModify":1681400904894,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945110554","repostId":"1149609772","repostType":2,"repost":{"id":"1149609772","pubTimestamp":1681395769,"share":"https://ttm.financial/m/news/1149609772?lang=&edition=fundamental","pubTime":"2023-04-13 22:22","market":"us","language":"en","title":"Top Calls on Wall Street: Chevron, Exxon Mobil, JD.com and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1149609772","media":"TheFly","summary":"Top 5 Upgrades:Morgan Stanley upgraded WWE (WWE) to Overweight from Equal Weight with a price target","content":"<html><head></head><body><p><strong>Top 5 Upgrades:</strong></p><ul><li><p>Morgan Stanley upgraded<strong> WWE</strong> (WWE) to Overweight from Equal Weight with a price target of $120, up from $105. The analyst sees TKO, the combined WWE and UFC business, as offering an attractive risk/reward given the &#34;secular tailwinds&#34; behind sports and entertainment media rights revenues, live content, and the &#34;defensive characteristics&#34; of largely contracted revenue growth.</p></li><li><p>Citi upgraded <strong>Steven Madden</strong> (SHOO) to Buy from Neutral with a price target of $42, up from $40. The analyst also opened a &#34;positive catalyst watch&#34; on the shares ahead of the company&#39;s Q1 results on April 26. The firm anticipates a &#34;modest&#34; Q1 beat, but more importantly, expects management to talk &#34;more optimistically&#34; about wholesale trends, suggesting upside in Q2 and fiscal 2023.</p></li><li><p>BofA upgraded <strong>SunPower </strong>(SPWR) to Neutral from Underperform with a price target of $15, up from $14. The analyst sees improved visibility into the company&#39;s 2023 profitability.</p></li><li><p>Scotiabank upgraded <strong>Chevron</strong> (CVX) to Outperform from Sector Perform with a price target of $200, up from $195. The firm sees the risk/reward for Chevron having improved.</p></li><li><p>Citi analyst Andrew Baum upgraded <strong>Merck </strong>(MRK) to Buy from Neutral with a price target of $130, up from $105. The analyst &#34;materially&#34; increased estimates for Merck to reflect its novel antibody drug conjugates for cancer MK-2870/SKB-264 and cardiology agents sotatercept and MK-0616.</p></li></ul><p><strong>Top 5 Downgrades:</strong></p><ul><li><p>Deutsche Bank downgraded <strong>First Solar </strong>(FSLR) to Hold from Buy with a price target of $230, up from $190. Now is an opportune moment for investors to look for better risk/reward elsewhere in the solar space after First Solar&#39;s stock rally of 45% since early November, the analyst tells investors in a research note.</p></li><li><p>Scotiabank downgraded <strong>Exxon Mobil </strong>(XOM) to Sector Perform from Outperform with a price target of $135, down from $140. Citing Chevron&#39;s higher oil beta among the super majors, the firm also notes that Exxon shares have further outperformed those of its peer since mid-January after having outperformed Chevron by 27% in 2022 and 9% in 2021.</p></li><li><p>Jefferies downgraded <strong>LSB Industries</strong> (LXU) to Hold from Buy with a price target of $10, down from $20. The sequential decline in ammonia prices has accelerated, aggravated by delays in pre-planting ammonia applications, and with persistent weakness in natural gas prices in Europe and risks to industrial demand later this year, fly-ups appear unlikely until 2025-2026 at the earliest, the analyst tells investors in a research note.</p></li><li><p>Jefferies downgraded <strong>LyondellBasell</strong> (LYB) to Hold from Buy with a price target of $90, down from $113. With OPEC&#39;s production cut and U.S. natural gas testing $2 per MMBTU, the U.S. shale advantage thesis has played out, the analyst said.</p></li><li><p>UBS downgraded <strong>JD.com</strong> (JD) to Neutral from Buy with a price target of $43, down from $60. JD lacks exposure to the faster growing segments of e-commerce, argues the firm, which believes JD could undergo a longer adjustment period in order to improve its product selection and user experience for value oriented shoppers to better compete in the long-term with Pinduoduo (PDD), Alibaba (BABA) and Douyin.</p></li></ul><p><strong>Top 5 Initiations:</strong></p><ul><li><p>Mizuho initiated coverage of <strong>General Motors </strong>(GM) with a Neutral rating and $39 price target. While noting that GM has a broad consumer-commercial EV portfolio, the firm notes this is currently only about 2% of the mix and while it sees GM being positioned &#34;well for the next decade of EVs,&#34; a transition from a profitable, roughly 98% ICE portfolio to an EV portfolio that currently has a negative 15%-30% gross margin &#34;poses significant challenges.&#34;</p></li><li><p>Cantor Fitzgerald initiated coverage of <strong>Crispr Therapeutics</strong> (CRSP) with an Overweight rating and $72 price target. The analyst says Crispr &#34;stands out&#34; as an &#34;interesting&#34; gene editing play for 2023.</p></li><li><p>Canaccord initiated coverage of<strong> Intellia Therapeutics</strong> (NTLA) with a Buy rating and $66 price target. The company&#39;s focus on in-vivo gene editing in large, rare indications was &#34;perhaps not the fastest path to the clinic&#34; relative to its early CRISPR peer companies, but Intellia&#39;s &#34;methodical approach has paid off,&#34; the analyst tells investors.</p></li><li><p>Benchmark initiated coverage of <strong>Broadcom</strong> (AVGO) with a Buy rating and $770 price target. Broadcom became the second largest market cap company in the chip industry following its 2017 acquisition of Brocade and now it remains number two, trailing only Nvidia (NVDA), following years of organic growth and &#34;dozens of successful acquisitions.&#34;</p></li><li><p>Baird initiated coverage of <strong>Pliant Therapeutics </strong>(PLRX) with an Outperform rating and $44 price target. The analyst contends that bexotegrast is a promising agent for idiopathic pulmonary fibrosis, supported by the 12-week phase 2a data released by Pliant in January 2023.</p></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: Chevron, Exxon Mobil, JD.com 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: Chevron, Exxon Mobil, JD.com and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-13 22:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thefly.com/landingPageNews.php?id=3694038&headline=WWE;SHOO;SPWR;GM;CRSP;FSLR;XOM;CVX;LXU;LYB;JD;AVGO;PLRX;MRK-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic><strong>TheFly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Top 5 Upgrades:Morgan Stanley upgraded WWE (WWE) to Overweight from Equal Weight with a price target of $120, up from $105. The analyst sees TKO, the combined WWE and UFC business, as offering an ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3694038&headline=WWE;SHOO;SPWR;GM;CRSP;FSLR;XOM;CVX;LXU;LYB;JD;AVGO;PLRX;MRK-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GM":"通用汽车","JD":"京东","XOM":"埃克森美孚","CVX":"雪佛龙"},"source_url":"https://thefly.com/landingPageNews.php?id=3694038&headline=WWE;SHOO;SPWR;GM;CRSP;FSLR;XOM;CVX;LXU;LYB;JD;AVGO;PLRX;MRK-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149609772","content_text":"Top 5 Upgrades:Morgan Stanley upgraded WWE (WWE) to Overweight from Equal Weight with a price target of $120, up from $105. The analyst sees TKO, the combined WWE and UFC business, as offering an attractive risk/reward given the \"secular tailwinds\" behind sports and entertainment media rights revenues, live content, and the \"defensive characteristics\" of largely contracted revenue growth.Citi upgraded Steven Madden (SHOO) to Buy from Neutral with a price target of $42, up from $40. The analyst also opened a \"positive catalyst watch\" on the shares ahead of the company's Q1 results on April 26. The firm anticipates a \"modest\" Q1 beat, but more importantly, expects management to talk \"more optimistically\" about wholesale trends, suggesting upside in Q2 and fiscal 2023.BofA upgraded SunPower (SPWR) to Neutral from Underperform with a price target of $15, up from $14. The analyst sees improved visibility into the company's 2023 profitability.Scotiabank upgraded Chevron (CVX) to Outperform from Sector Perform with a price target of $200, up from $195. The firm sees the risk/reward for Chevron having improved.Citi analyst Andrew Baum upgraded Merck (MRK) to Buy from Neutral with a price target of $130, up from $105. The analyst \"materially\" increased estimates for Merck to reflect its novel antibody drug conjugates for cancer MK-2870/SKB-264 and cardiology agents sotatercept and MK-0616.Top 5 Downgrades:Deutsche Bank downgraded First Solar (FSLR) to Hold from Buy with a price target of $230, up from $190. Now is an opportune moment for investors to look for better risk/reward elsewhere in the solar space after First Solar's stock rally of 45% since early November, the analyst tells investors in a research note.Scotiabank downgraded Exxon Mobil (XOM) to Sector Perform from Outperform with a price target of $135, down from $140. Citing Chevron's higher oil beta among the super majors, the firm also notes that Exxon shares have further outperformed those of its peer since mid-January after having outperformed Chevron by 27% in 2022 and 9% in 2021.Jefferies downgraded LSB Industries (LXU) to Hold from Buy with a price target of $10, down from $20. The sequential decline in ammonia prices has accelerated, aggravated by delays in pre-planting ammonia applications, and with persistent weakness in natural gas prices in Europe and risks to industrial demand later this year, fly-ups appear unlikely until 2025-2026 at the earliest, the analyst tells investors in a research note.Jefferies downgraded LyondellBasell (LYB) to Hold from Buy with a price target of $90, down from $113. With OPEC's production cut and U.S. natural gas testing $2 per MMBTU, the U.S. shale advantage thesis has played out, the analyst said.UBS downgraded JD.com (JD) to Neutral from Buy with a price target of $43, down from $60. JD lacks exposure to the faster growing segments of e-commerce, argues the firm, which believes JD could undergo a longer adjustment period in order to improve its product selection and user experience for value oriented shoppers to better compete in the long-term with Pinduoduo (PDD), Alibaba (BABA) and Douyin.Top 5 Initiations:Mizuho initiated coverage of General Motors (GM) with a Neutral rating and $39 price target. While noting that GM has a broad consumer-commercial EV portfolio, the firm notes this is currently only about 2% of the mix and while it sees GM being positioned \"well for the next decade of EVs,\" a transition from a profitable, roughly 98% ICE portfolio to an EV portfolio that currently has a negative 15%-30% gross margin \"poses significant challenges.\"Cantor Fitzgerald initiated coverage of Crispr Therapeutics (CRSP) with an Overweight rating and $72 price target. The analyst says Crispr \"stands out\" as an \"interesting\" gene editing play for 2023.Canaccord initiated coverage of Intellia Therapeutics (NTLA) with a Buy rating and $66 price target. The company's focus on in-vivo gene editing in large, rare indications was \"perhaps not the fastest path to the clinic\" relative to its early CRISPR peer companies, but Intellia's \"methodical approach has paid off,\" the analyst tells investors.Benchmark initiated coverage of Broadcom (AVGO) with a Buy rating and $770 price target. Broadcom became the second largest market cap company in the chip industry following its 2017 acquisition of Brocade and now it remains number two, trailing only Nvidia (NVDA), following years of organic growth and \"dozens of successful acquisitions.\"Baird initiated coverage of Pliant Therapeutics (PLRX) with an Outperform rating and $44 price target. The analyst contends that bexotegrast is a promising agent for idiopathic pulmonary fibrosis, supported by the 12-week phase 2a data released by Pliant in January 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941419338,"gmtCreate":1680525171124,"gmtModify":1680525174535,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941419338","repostId":"2324185409","repostType":2,"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940344425,"gmtCreate":1677722990368,"gmtModify":1677722994919,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"htmlText":"&nbsp;ms no doubt will win in&nbsp;long run. Look forward into future","listText":"&nbsp;ms no doubt will win in&nbsp;long run. Look forward into future","text":"ms no doubt will win in long run. Look forward into future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940344425","repostId":"1162077665","repostType":4,"repost":{"id":"1162077665","pubTimestamp":1677669131,"share":"https://ttm.financial/m/news/1162077665?lang=&edition=fundamental","pubTime":"2023-03-01 19:12","market":"us","language":"en","title":"Microsoft: Profitability Powerhouse Set For Long-Term Gains","url":"https://stock-news.laohu8.com/highlight/detail?id=1162077665","media":"Seekingalpha","summary":"SummaryMicrosoft has had an incredible profitable last decade, with strong revenue growth and health","content":"<html><head></head><body><h3>Summary</h3><ul><li>Microsoft has had an incredible profitable last decade, with strong revenue growth and healthy net margins.</li><li>Recent macroeconomic headwinds have resulted in a softer-than-anticipated Q2 of FY23.</li><li>A bullish AI-driven rally has led to recent increases in share prices.</li><li>Long-term fundamentals suggest the company is set for significant revenue and profit growth.</li></ul><h3>Investment Thesis</h3><p>Their unrivalled levels of product integration, significant scale and the subsequent network effect have allowed the company to expand their operations into a multitude of robust and &#34;moaty&#34; business segments.</p><p>Recent macroeconomic headwinds have resulted in weaker than anticipated FY23 Q2 results. However, the company&#39;s robust fundamental revenue streams remain intact leaving Microsoft in a good position for the future.</p><p>Nonetheless, conflicting valuation indicators suggest a deeper understanding of the company&#39;s operations structure is required to deduce how good of an investment case exists in the current market for value-oriented investors.</p><h3>Company Background<img src=\"https://static.tigerbbs.com/0e73a9cbb0fc9245e2d5ecbc7b2e32b3\" tg-width=\"348\" tg-height=\"194\" referrerpolicy=\"no-referrer\"/></h3><p>Microsoft Brand Guidelines</p><p>Microsoft is an American MNC technology corporation headquartered in Redmond,Washington. Known for their operating system Windows, Surface and Xbox line-up of personal electronic devices and their Azure cloud computing service, the company is undoubtably a tech powerhouse in the current market.</p><p>Microsoft is one of the most established technology companies in the world and their level of expertise, scale and market penetration is arguably unrivalled in the sector.</p><p>The company’s primary revenuestreamsarise from their productivity and business services (such as Office and Cloud Storage) as well as from the sale of personal computers, Xbox content and services as well as from the sale of Windows OEM operating system licenses.</p><p>The firm’s recent push into AI</p><p>The immense scale on which Microsoft operates allows the company to exploit significant economies of scale and gives the firm a huge networking effect with their products. Their continued expansion into cloud computing as a service (in particular to rival Amazon (AMZN) and Google’s (GOOG</p><p>While the company continues to innovate and is undeniably popular in Q1/2 of FY23, it is important to conduct a comprehensive fundamental analysis of the company’s value to deduce whether or not an investment opportunity exists at the present time.</p><h3>Economic Moat – In Depth Analysis</h3><p>Microsoft has an incredibly broad economic moat compared to most other technology companies given the immense breadth present in their product portfolio. The primary drivers for their moat are theirProductivityand Business Processes segment, their dominant presence in the PC market and the rapid expansion of their cloud computing service Microsoft Azure.</p><p><img src=\"https://static.tigerbbs.com/f0b2d294fef106edbbe12ea0db61fc1f\" tg-width=\"1280\" tg-height=\"591\" referrerpolicy=\"no-referrer\"/></p><p>Microsoft - Office 365</p><p>The company is an absolutemarket leaderwhen it comes to the provision of Business Processes oriented products. Their extensive portfolio of Office applications such as Word, Excel and Teams are the most used business productivity software solutions in the world.</p><p>Furthermore, a competitive pricing ladder attracts bothsmalland large-scale business into the software ecosystem which further drives increased market share and product penetration metrics.</p><p>Microsoft has also made a crucial pivot over the last decade towards offering their Office suite of applications as asubscriptionservice in the form of Office 365, rather than primarily selling lifetime licenses.</p><p>The switch to a subscription model allows Microsoft to guarantee most users continue to pay for the new and improved versions of Office applications. While lifetime licensed copies of Office are still available for around $150, many prefer to purchase the cheapest Office 365 subscription for$6monthly to ensure they avail of all the newest features and integrations within the ecosystem.</p><p>While Office does have multiple free competitors such as Google’s Docs, Sheets and Slides services, the lack of integration from these complimentary alternatives with the rest of the Microsoft ecosystem places them at a clear disadvantage on Windows-oriented solutions.</p><p><img src=\"https://static.tigerbbs.com/7b3a9327a6d015cef6a41b1648957ccd\" tg-width=\"800\" tg-height=\"426\" referrerpolicy=\"no-referrer\"/></p><p>Microsoft - 365</p><p>Microsoft’s Office solution and it’s tight integration with other Microsoft products such as Windows and Azure have made it a truly invaluable asset to the company. Furthermore, the firm continues to innovate within the sector with constant improvements (most notably in the promised introduction ofAIinto Office products) suggests the firm is not willing to loosen its grip on the productivity market anytime soon.</p><p>The tight integration Microsoft has achieved between Office applications also ensures consumers and businesses alike face significant tangible and psychological switching costs should they choose to switch to an alternative provider.</p><p>Not only would most customers lose out on many proprietary features, but the almost universal utilization of Office would make it more difficult for users of other productivity services to communicate with the majority of others using Office.</p><p><img src=\"https://static.tigerbbs.com/7070e3d1afe122c7ee19de6b44b9748e\" tg-width=\"640\" tg-height=\"318\" referrerpolicy=\"no-referrer\"/></p><p>Statcounter.com</p><p>Another key driver for Microsoft’s historic growth and their significant economic moat is their dominant presence in thePC market. Microsoft’s PC operating system Windows has been the most widely used OS for well over two decades.</p><p>Windows 11 is the most current iteration of the software which Microsoft has made sure is tightly integrated with their Office suite of applications along with their host of other business oriented software solutions.</p><p>While the company does face competition in the PC OS marketplace, particularly from Apple and their Mac line of computers, the network effect derived from having such a huge userbase makes it almost impossible for a new competitor to enter the space. I believe this provides a huge degree of moatiness to the company.</p><p>The firm’s extensiveserverbusiness combined with their new Intelligent Cloud segment comprised primarily of Microsoft Azure have proven to be crucial in the company&#39;s revenue generation strategies.</p><p><img src=\"https://static.tigerbbs.com/2c1b9d6be7ed58fb17079ac2af8b540d\" tg-width=\"500\" tg-height=\"280\" referrerpolicy=\"no-referrer\"/></p><p>Microsoft | Windows Server</p><p>The integral nature ofWindows Serverto most businesses core IT structures has proven to be a key driver of moatiness for the company. Should an organization wish to switch to a different provider, the loss of integration, general switching costs and possibility for significant operational disruptions has only acted to further cement Windows Server’s position as the dominant market player.</p><p>When combined with the once more extensive network effect the company derives from their Windows software adoption and Office utilization, it is no surprise that the Server segment remains such a lucrative and moat generating aspect of their business.</p><p>Furthermore, the willingness of Microsoft to keep their Windows Server solution open to the integration ofAppleMac OS running devices allows the company to further expand the reach of their service.</p><p>This ability for external integration also serves to increase the penetration of their Office and Business applications into devices which otherwise would have required a switch to a different competing software solution.</p><p><img src=\"https://static.tigerbbs.com/3bc6204e8c6ede90c0bf7ed3840f7dd0\" tg-width=\"1280\" tg-height=\"853\" referrerpolicy=\"no-referrer\"/></p><p>Microsoft Azure</p><p>Microsoft’s Intelligent Cloud computing serviceAzureis a direct competitor for Amazon and Google’s IaaS solutions. The platform has become the fastest growing IaaS solution and has provided the company with over70%annual rates of growth.</p><p>While the service at its core is similar to Amazon’s AWS or Google’s Compute products, the high levels of integration with existing Windows Server and Windows running devices increases the attraction for enterprises to adopt Azure thanks to the promised ease of integration the service would provide.</p><p>Microsoft’s Azure provides enterprises with the same benefits as other IaaS products with a primary focus being on allowing businesses to reduce the complexity of their own in-house IT departments. The adoption of an IaaS product for most companies would yield significant cost reductions compared to traditional proprietary solutions.</p><p>Azure has been playing catch-up with AWS for the past decade due to the head start Amazon has in the segment. However, I believe thanks to Azure’s higher levels of integration with most of Microsoft’s other products and services, their IaaS service will prevail in the long run.</p><p>Microsoft also produces a host of consumer-oriented products such as theirXboxline-up of gaming-oriented products and their Surface line of in-house PED hardware. While these segments do provide Microsoft with notable sources of revenue, it is difficult to assign any economic moat to these business segments due to the competitive nature of these markets.</p><p>Nonetheless, these services and devices could play a crucial role in attracting new users to the Microsoft ecosystem of products and services thus acting to further drive revenues in other business segments.</p><p>Overall, it is clear to see the significance of the various business segments Microsoft has built for themselves over the past three decades. Their unrivalled levels of system, software and server integration makes adopting their suite of products easy while switching away becomes prohibitively difficult.</p><p>I believe Microsoft will continue to enjoy a wide economic moat for a significant portion of time moving into the future.</p><h3>Financial Situation<img src=\"https://static.tigerbbs.com/0351ea90842e50f16ff01eee936e98ba\" tg-width=\"640\" tg-height=\"201\" referrerpolicy=\"no-referrer\"/></h3><p>Seeking Alpha | MSFT | Income Statement</p><p>Microsoft has been a hugely profitable firm for the greater part of the last two decades. Their consistentEBITDAmargins of 47.99% combined with a 5Y average ROIC of 25% gives just a small insight into their undeniably profitable history.</p><p>In FY22, Microsoft generated$198Bin revenue. This represents a huge growth of 18% compared to the previous year with the firm’s total revenues having grown a whopping 106% since FY17.</p><p>These strong historical revenue statistics illustrate the consistent rate at which Microsoft has been increasing their cashflows for the past five years.</p><p><img src=\"https://static.tigerbbs.com/25f9afc8ccec9ca01eb45d0a2cb7c0d0\" tg-width=\"640\" tg-height=\"94\" referrerpolicy=\"no-referrer\"/></p><p>MSFT Earnings Release FY23 Q2</p><p>FY23 Q2 results showed a2% increasein revenues compared to the same period last year. Unfortunately, operating income GAAP decreased 8% while net income fell down to $16.4B GAAP; a 12% decrease compared to Q2 FY22.</p><p>The primary drag on earnings was the19%decrease down to $14.2B the company saw in it’s personal computing segment with Windows OEM license revenue falling a massive 39%.</p><p>Operating income was particularly hurt by a difficult macroeconomic environment which has significantly increased the COGS for the firm.</p><p>Nonetheless, Microsoft’s Azure Cloud revenue increased 22% (29% with constant currency) compared to the same period last year illustrating the robust nature of the segments business case.</p><p>The companies constant currency financial metrics for Q2 look significantly better with net income only being -4%. However, while this does illustrate that nothing exceptionally significant has happened with Microsoft’s core business segments popularities, the hard truth for investors is that the company has had a rather weak second quarter of 2023.</p><p>Considering the incredibly difficult environment technology companies have had to navigate over the past year, the ability for Microsoft to generate any form of revenue growth into Q2 is impressive.</p><p>On a longer time-frame, the company has managed to generate 10Y average gross margins of around 65% with average net margins for the same period resting at around 30%. Compared to other companies such as fellow tech giants Apple, Microsoft has managed to achieve a net margin over 10% greater than Apple’s.</p><p>This suggests Microsoft has managed to find the balance innovation and the provision of great services with the elimination of excessive COGS to create an almost unrivalled money-making formula.</p><p><img src=\"https://static.tigerbbs.com/442f19d92661e6ab2aac8b49b7dbd643\" tg-width=\"640\" tg-height=\"477\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha | MSFT | Quant Profitability</p><p>Seeking Alpha’s Quant assigns Microsoft with an “A+” Profitability rating which I am absolutely in agreement with. Their strong profitability metrics are fundamental proof that the company has a robust business model and therefore could be an attractive pick for investors.</p><p>Microsoft’sbalance sheetlooks to be in healthy shape too. Their total current assets for FY22 are $170B while current liabilities for the same period amount to just $82B. This leaves the firm with a fantastic debt/equity ratio of just 0.33.</p><p>Their quick ratio (current assets minus inventory divided by current liabilities) is 1.66.</p><p>These fiscal stability metrics illustrate the healthy nature of Microsoft’s business from a balance sheet perspective. The company has strategically managed their debt situation.</p><p>While cashflows used in financing increased $10.4B in FY22, this was primarily due to a $5.3B increase in the repayments of debt. Overall, the company saw unlevered FCF increase a healthy $7.2B between FY21 and FY22.</p><p><img src=\"https://static.tigerbbs.com/44fd5f79642d14a63d6c05dcda24759f\" tg-width=\"640\" tg-height=\"214\" referrerpolicy=\"no-referrer\"/></p><p>MSFT 10K FY22</p><p>Microsoft’s total long-term debt amounts to just$55.5B. This is welcomed news for investors and illustrates the conservative style the firm&#39;s management has applied in their financial planning. Furthermore, only $2.8B of this debt will be maturing in 2023.</p><p>Overall, it is safe to say that from a long-term perspective, Microsoft has an incredibly solid financial platform to build upon. Their strategic debt management, incredible FCF, and net margins illustrate that the company has managed to create a fantastic profit-generating business model.</p><h3>Valuation<img src=\"https://static.tigerbbs.com/43026843a9b736dbee67bb2085c4a04f\" tg-width=\"640\" tg-height=\"589\" referrerpolicy=\"no-referrer\"/></h3><p>Seeking Alpha | MSFT | Valuation Metric</p><p>Seeking Alpha’s Quant has assigned Microsoft with anFValuation rating. I am largely inclined to disagree with this assessment as it suggests the firm’s shares are materially overvalued, which I do not fully believe to be the case.</p><p>The firm is currently trading at aP/E GAAPratio of 27.80 and a P/CF ratio of 20.80. Their FWD Price/Book ratio is just 9.09 and the companies EV/Sales FWD is 8.81. While these valuation metrics do not suggest that a significant undervaluation is present, it would be difficult to argue a significant overvaluation either.</p><p><img src=\"https://static.tigerbbs.com/3a3b69406cdac3135e0ca9c1fbee9947\" tg-width=\"640\" tg-height=\"227\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha | MSFT | Summary Graph</p><p>From an absolute perspective, Microsoft’s shares have decreased on a one-year basis by around 16%. Over the past five years, the company has returned investors a healthy166%.</p><p>While the past five years leading up to 2021 have been stellar for the company, it is important to remember the slow start the firm had after the2008financial crisis.</p><p>However, even if a downturn in the economy is experienced in 2023, I believe Microsoft’s business relies on a significantly more robust strategy for revenue generation.</p><p>The strength and moatiness of their current main profit drivers suggest the firm is much better equipped to endure even the most difficult of macroeconomic conditions.</p><p>By accomplishing a simple financial valuation based on the calculation below and utilizing anEPSof $9.65, a conservative r value of 0.08 (8%) and the firm’s current P/E FWD GAAP of 27.80, we get an IV for Microsoft of $289.73.</p><p>Even with this ultra conservative CAGR value for r, Microsoft would appear to be intrinsically undervalued by about 13% (given a current share price $250). Furthermore, when considering the absolute profit generating abilities of the company combined with their powerful market dominance, the expectations for future value generation are high.</p><p><img src=\"https://static.tigerbbs.com/faf4f4a4cc0f2894987beaaa93f55057\" tg-width=\"509\" tg-height=\"187\" referrerpolicy=\"no-referrer\"/></p><p>The Value Corner</p><p>In the short term (3-10 months) it is difficult to say exactly what the stock will do. I believe the stock may begin to exhibit some bearish tendencies moving towards the third quarter of FY23. Given the recent bearrallyand AI hype, a drop in valuations in the short-term could absolutely be a possibility.</p><p>Thereafter, much depends on the prevailing macroeconomic conditions and the ability of the US and global economies to achieve a soft landing on inflation to ensure the technology sector avoids a significant gulley.</p><p>In the long term (4-10 years) I fully expect their position as a leader in the industry to become even stronger. Their strong product portfolio combined with the undoubtable network effect places little doubt in my mind over the expected great returns the company should be able to provide to shareholders.</p><p>Therefore, it is absolutely possible to argue that the current share price leaves value oriented investors with some room to become involved with the stock. While a deep intrinsic value proposition is currently not present, the slight undervaluation combined with an expectedly bright future places Microsoft’s shares in a potentially attractive position.</p><h3>Risks Facing Microsoft</h3><p>The primary risk facing Microsoft is the emergence of more innovative and left-field competition which could drastically impact the tech giant’s key revenue streams.</p><p>The company must continue to focus on innovation in the Business and Consumer segments while ensuring profit and operating margins remain intact. Simultaneously, the company must ensure that any new products are suitable for the markets they are intended to serve. Loyalty to key areas such as Windows Server and Azure must not be compromised by the companies continued push into the no-moat consumer hardware market.</p><p>Azure also faces some risks from competing products AWS and Google Compute. These competitor product offerings have very similar characteristics to Microsoft’s IaaS thus making them direct competitors. However, I believe Microsoft’s ability to integrate Azure with the rest of their product and service range creates a tangible competitive advantage for the firm.</p><p>Potentially, a complete move away from IaaS to an alternative or new form of cloud technology could leave Microsoft’s Azure dead in the water. However, such a development would take years to accomplish by a competitor meaning Microsoft would have plenty of time to adapt or launch a competitor.</p><p>The firm also harbors some risk from their investment into AI. While the public sentiment has been fantastic withChatGPT, the firm is yet to face any real competition from chief AI rivals Google.</p><p>Nonetheless, it is important for investors to assess how quickly Microsoft may be able to begin creating real returns on their AI projects. As the technology is still in it’sinfancy– albeit maturing quickly – the time frame required to reach profitability is incredibly difficult to judge.</p><p>The risk for Microsoft is that it’s AI department becomes much like Alexa did forAmazon: a critical drain on resources and profits.</p><p>From an ESG perspective, Microsoft is relatively well protected. They have pledged to be carbon negative by2030. While the company has faced some issues over employee harassment and claims of a toxic company culture.</p><p>Microsoft also faces the risk of a possible cyber-security breach as the firm holds huge amounts of sensitive customer, enterprise, and mission critical information on their servers.</p><h3>Summary</h3><p>Microsoft has had an impressive last five years from an investor standpoint. Their robust, broad business model, excellent operational efficiency and iconic brand reputation have allowed the company to become a true profit generation powerhouse.</p><p>In my opinion, current share prices represent a small undervaluation in the company form an intrinsic value perspective. The promise of strong future cashflows and a truly diverse set of revenue streams suggests significant returns could be on the horizon for Microsoft.</p><p>As a short-term investment, I believe there is some volatility in-store for the stock as tricky macroeconomic conditions continue to dominate the marketplace. However, in the long-term I believe their undeniable position as a market leader places Microsoft firmly in position to generate great shareholder value.</p><p>I therefore believe Microsoft warrants a Buy rating, even after the recent AI boosted rally. However, while I believe the company is a great buy even at its current prices ($250), I will personally wait to see what the second half of 2023 brings along with it with particular regards to the possibility of a recession.</p><p>Ideally for me, an undervaluation of 25% (share prices around $225) would provide a satisfactory margin of safety to begin building a position from a pure value perspective, ignoring all speculative growth estimates.</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>Microsoft: Profitability Powerhouse Set For Long-Term Gains</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft: Profitability Powerhouse Set For Long-Term Gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-01 19:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4583237-microsoft-profitability-powerhouse-set-for-long-term-gains><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMicrosoft has had an incredible profitable last decade, with strong revenue growth and healthy net margins.Recent macroeconomic headwinds have resulted in a softer-than-anticipated Q2 of FY23.A...</p>\n\n<a href=\"https://seekingalpha.com/article/4583237-microsoft-profitability-powerhouse-set-for-long-term-gains\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4583237-microsoft-profitability-powerhouse-set-for-long-term-gains","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1162077665","content_text":"SummaryMicrosoft has had an incredible profitable last decade, with strong revenue growth and healthy net margins.Recent macroeconomic headwinds have resulted in a softer-than-anticipated Q2 of FY23.A bullish AI-driven rally has led to recent increases in share prices.Long-term fundamentals suggest the company is set for significant revenue and profit growth.Investment ThesisTheir unrivalled levels of product integration, significant scale and the subsequent network effect have allowed the company to expand their operations into a multitude of robust and \"moaty\" business segments.Recent macroeconomic headwinds have resulted in weaker than anticipated FY23 Q2 results. However, the company's robust fundamental revenue streams remain intact leaving Microsoft in a good position for the future.Nonetheless, conflicting valuation indicators suggest a deeper understanding of the company's operations structure is required to deduce how good of an investment case exists in the current market for value-oriented investors.Company BackgroundMicrosoft Brand GuidelinesMicrosoft is an American MNC technology corporation headquartered in Redmond,Washington. Known for their operating system Windows, Surface and Xbox line-up of personal electronic devices and their Azure cloud computing service, the company is undoubtably a tech powerhouse in the current market.Microsoft is one of the most established technology companies in the world and their level of expertise, scale and market penetration is arguably unrivalled in the sector.The company’s primary revenuestreamsarise from their productivity and business services (such as Office and Cloud Storage) as well as from the sale of personal computers, Xbox content and services as well as from the sale of Windows OEM operating system licenses.The firm’s recent push into AIThe immense scale on which Microsoft operates allows the company to exploit significant economies of scale and gives the firm a huge networking effect with their products. Their continued expansion into cloud computing as a service (in particular to rival Amazon (AMZN) and Google’s (GOOGWhile the company continues to innovate and is undeniably popular in Q1/2 of FY23, it is important to conduct a comprehensive fundamental analysis of the company’s value to deduce whether or not an investment opportunity exists at the present time.Economic Moat – In Depth AnalysisMicrosoft has an incredibly broad economic moat compared to most other technology companies given the immense breadth present in their product portfolio. The primary drivers for their moat are theirProductivityand Business Processes segment, their dominant presence in the PC market and the rapid expansion of their cloud computing service Microsoft Azure.Microsoft - Office 365The company is an absolutemarket leaderwhen it comes to the provision of Business Processes oriented products. Their extensive portfolio of Office applications such as Word, Excel and Teams are the most used business productivity software solutions in the world.Furthermore, a competitive pricing ladder attracts bothsmalland large-scale business into the software ecosystem which further drives increased market share and product penetration metrics.Microsoft has also made a crucial pivot over the last decade towards offering their Office suite of applications as asubscriptionservice in the form of Office 365, rather than primarily selling lifetime licenses.The switch to a subscription model allows Microsoft to guarantee most users continue to pay for the new and improved versions of Office applications. While lifetime licensed copies of Office are still available for around $150, many prefer to purchase the cheapest Office 365 subscription for$6monthly to ensure they avail of all the newest features and integrations within the ecosystem.While Office does have multiple free competitors such as Google’s Docs, Sheets and Slides services, the lack of integration from these complimentary alternatives with the rest of the Microsoft ecosystem places them at a clear disadvantage on Windows-oriented solutions.Microsoft - 365Microsoft’s Office solution and it’s tight integration with other Microsoft products such as Windows and Azure have made it a truly invaluable asset to the company. Furthermore, the firm continues to innovate within the sector with constant improvements (most notably in the promised introduction ofAIinto Office products) suggests the firm is not willing to loosen its grip on the productivity market anytime soon.The tight integration Microsoft has achieved between Office applications also ensures consumers and businesses alike face significant tangible and psychological switching costs should they choose to switch to an alternative provider.Not only would most customers lose out on many proprietary features, but the almost universal utilization of Office would make it more difficult for users of other productivity services to communicate with the majority of others using Office.Statcounter.comAnother key driver for Microsoft’s historic growth and their significant economic moat is their dominant presence in thePC market. Microsoft’s PC operating system Windows has been the most widely used OS for well over two decades.Windows 11 is the most current iteration of the software which Microsoft has made sure is tightly integrated with their Office suite of applications along with their host of other business oriented software solutions.While the company does face competition in the PC OS marketplace, particularly from Apple and their Mac line of computers, the network effect derived from having such a huge userbase makes it almost impossible for a new competitor to enter the space. I believe this provides a huge degree of moatiness to the company.The firm’s extensiveserverbusiness combined with their new Intelligent Cloud segment comprised primarily of Microsoft Azure have proven to be crucial in the company's revenue generation strategies.Microsoft | Windows ServerThe integral nature ofWindows Serverto most businesses core IT structures has proven to be a key driver of moatiness for the company. Should an organization wish to switch to a different provider, the loss of integration, general switching costs and possibility for significant operational disruptions has only acted to further cement Windows Server’s position as the dominant market player.When combined with the once more extensive network effect the company derives from their Windows software adoption and Office utilization, it is no surprise that the Server segment remains such a lucrative and moat generating aspect of their business.Furthermore, the willingness of Microsoft to keep their Windows Server solution open to the integration ofAppleMac OS running devices allows the company to further expand the reach of their service.This ability for external integration also serves to increase the penetration of their Office and Business applications into devices which otherwise would have required a switch to a different competing software solution.Microsoft AzureMicrosoft’s Intelligent Cloud computing serviceAzureis a direct competitor for Amazon and Google’s IaaS solutions. The platform has become the fastest growing IaaS solution and has provided the company with over70%annual rates of growth.While the service at its core is similar to Amazon’s AWS or Google’s Compute products, the high levels of integration with existing Windows Server and Windows running devices increases the attraction for enterprises to adopt Azure thanks to the promised ease of integration the service would provide.Microsoft’s Azure provides enterprises with the same benefits as other IaaS products with a primary focus being on allowing businesses to reduce the complexity of their own in-house IT departments. The adoption of an IaaS product for most companies would yield significant cost reductions compared to traditional proprietary solutions.Azure has been playing catch-up with AWS for the past decade due to the head start Amazon has in the segment. However, I believe thanks to Azure’s higher levels of integration with most of Microsoft’s other products and services, their IaaS service will prevail in the long run.Microsoft also produces a host of consumer-oriented products such as theirXboxline-up of gaming-oriented products and their Surface line of in-house PED hardware. While these segments do provide Microsoft with notable sources of revenue, it is difficult to assign any economic moat to these business segments due to the competitive nature of these markets.Nonetheless, these services and devices could play a crucial role in attracting new users to the Microsoft ecosystem of products and services thus acting to further drive revenues in other business segments.Overall, it is clear to see the significance of the various business segments Microsoft has built for themselves over the past three decades. Their unrivalled levels of system, software and server integration makes adopting their suite of products easy while switching away becomes prohibitively difficult.I believe Microsoft will continue to enjoy a wide economic moat for a significant portion of time moving into the future.Financial SituationSeeking Alpha | MSFT | Income StatementMicrosoft has been a hugely profitable firm for the greater part of the last two decades. Their consistentEBITDAmargins of 47.99% combined with a 5Y average ROIC of 25% gives just a small insight into their undeniably profitable history.In FY22, Microsoft generated$198Bin revenue. This represents a huge growth of 18% compared to the previous year with the firm’s total revenues having grown a whopping 106% since FY17.These strong historical revenue statistics illustrate the consistent rate at which Microsoft has been increasing their cashflows for the past five years.MSFT Earnings Release FY23 Q2FY23 Q2 results showed a2% increasein revenues compared to the same period last year. Unfortunately, operating income GAAP decreased 8% while net income fell down to $16.4B GAAP; a 12% decrease compared to Q2 FY22.The primary drag on earnings was the19%decrease down to $14.2B the company saw in it’s personal computing segment with Windows OEM license revenue falling a massive 39%.Operating income was particularly hurt by a difficult macroeconomic environment which has significantly increased the COGS for the firm.Nonetheless, Microsoft’s Azure Cloud revenue increased 22% (29% with constant currency) compared to the same period last year illustrating the robust nature of the segments business case.The companies constant currency financial metrics for Q2 look significantly better with net income only being -4%. However, while this does illustrate that nothing exceptionally significant has happened with Microsoft’s core business segments popularities, the hard truth for investors is that the company has had a rather weak second quarter of 2023.Considering the incredibly difficult environment technology companies have had to navigate over the past year, the ability for Microsoft to generate any form of revenue growth into Q2 is impressive.On a longer time-frame, the company has managed to generate 10Y average gross margins of around 65% with average net margins for the same period resting at around 30%. Compared to other companies such as fellow tech giants Apple, Microsoft has managed to achieve a net margin over 10% greater than Apple’s.This suggests Microsoft has managed to find the balance innovation and the provision of great services with the elimination of excessive COGS to create an almost unrivalled money-making formula.Seeking Alpha | MSFT | Quant ProfitabilitySeeking Alpha’s Quant assigns Microsoft with an “A+” Profitability rating which I am absolutely in agreement with. Their strong profitability metrics are fundamental proof that the company has a robust business model and therefore could be an attractive pick for investors.Microsoft’sbalance sheetlooks to be in healthy shape too. Their total current assets for FY22 are $170B while current liabilities for the same period amount to just $82B. This leaves the firm with a fantastic debt/equity ratio of just 0.33.Their quick ratio (current assets minus inventory divided by current liabilities) is 1.66.These fiscal stability metrics illustrate the healthy nature of Microsoft’s business from a balance sheet perspective. The company has strategically managed their debt situation.While cashflows used in financing increased $10.4B in FY22, this was primarily due to a $5.3B increase in the repayments of debt. Overall, the company saw unlevered FCF increase a healthy $7.2B between FY21 and FY22.MSFT 10K FY22Microsoft’s total long-term debt amounts to just$55.5B. This is welcomed news for investors and illustrates the conservative style the firm's management has applied in their financial planning. Furthermore, only $2.8B of this debt will be maturing in 2023.Overall, it is safe to say that from a long-term perspective, Microsoft has an incredibly solid financial platform to build upon. Their strategic debt management, incredible FCF, and net margins illustrate that the company has managed to create a fantastic profit-generating business model.ValuationSeeking Alpha | MSFT | Valuation MetricSeeking Alpha’s Quant has assigned Microsoft with anFValuation rating. I am largely inclined to disagree with this assessment as it suggests the firm’s shares are materially overvalued, which I do not fully believe to be the case.The firm is currently trading at aP/E GAAPratio of 27.80 and a P/CF ratio of 20.80. Their FWD Price/Book ratio is just 9.09 and the companies EV/Sales FWD is 8.81. While these valuation metrics do not suggest that a significant undervaluation is present, it would be difficult to argue a significant overvaluation either.Seeking Alpha | MSFT | Summary GraphFrom an absolute perspective, Microsoft’s shares have decreased on a one-year basis by around 16%. Over the past five years, the company has returned investors a healthy166%.While the past five years leading up to 2021 have been stellar for the company, it is important to remember the slow start the firm had after the2008financial crisis.However, even if a downturn in the economy is experienced in 2023, I believe Microsoft’s business relies on a significantly more robust strategy for revenue generation.The strength and moatiness of their current main profit drivers suggest the firm is much better equipped to endure even the most difficult of macroeconomic conditions.By accomplishing a simple financial valuation based on the calculation below and utilizing anEPSof $9.65, a conservative r value of 0.08 (8%) and the firm’s current P/E FWD GAAP of 27.80, we get an IV for Microsoft of $289.73.Even with this ultra conservative CAGR value for r, Microsoft would appear to be intrinsically undervalued by about 13% (given a current share price $250). Furthermore, when considering the absolute profit generating abilities of the company combined with their powerful market dominance, the expectations for future value generation are high.The Value CornerIn the short term (3-10 months) it is difficult to say exactly what the stock will do. I believe the stock may begin to exhibit some bearish tendencies moving towards the third quarter of FY23. Given the recent bearrallyand AI hype, a drop in valuations in the short-term could absolutely be a possibility.Thereafter, much depends on the prevailing macroeconomic conditions and the ability of the US and global economies to achieve a soft landing on inflation to ensure the technology sector avoids a significant gulley.In the long term (4-10 years) I fully expect their position as a leader in the industry to become even stronger. Their strong product portfolio combined with the undoubtable network effect places little doubt in my mind over the expected great returns the company should be able to provide to shareholders.Therefore, it is absolutely possible to argue that the current share price leaves value oriented investors with some room to become involved with the stock. While a deep intrinsic value proposition is currently not present, the slight undervaluation combined with an expectedly bright future places Microsoft’s shares in a potentially attractive position.Risks Facing MicrosoftThe primary risk facing Microsoft is the emergence of more innovative and left-field competition which could drastically impact the tech giant’s key revenue streams.The company must continue to focus on innovation in the Business and Consumer segments while ensuring profit and operating margins remain intact. Simultaneously, the company must ensure that any new products are suitable for the markets they are intended to serve. Loyalty to key areas such as Windows Server and Azure must not be compromised by the companies continued push into the no-moat consumer hardware market.Azure also faces some risks from competing products AWS and Google Compute. These competitor product offerings have very similar characteristics to Microsoft’s IaaS thus making them direct competitors. However, I believe Microsoft’s ability to integrate Azure with the rest of their product and service range creates a tangible competitive advantage for the firm.Potentially, a complete move away from IaaS to an alternative or new form of cloud technology could leave Microsoft’s Azure dead in the water. However, such a development would take years to accomplish by a competitor meaning Microsoft would have plenty of time to adapt or launch a competitor.The firm also harbors some risk from their investment into AI. While the public sentiment has been fantastic withChatGPT, the firm is yet to face any real competition from chief AI rivals Google.Nonetheless, it is important for investors to assess how quickly Microsoft may be able to begin creating real returns on their AI projects. As the technology is still in it’sinfancy– albeit maturing quickly – the time frame required to reach profitability is incredibly difficult to judge.The risk for Microsoft is that it’s AI department becomes much like Alexa did forAmazon: a critical drain on resources and profits.From an ESG perspective, Microsoft is relatively well protected. They have pledged to be carbon negative by2030. While the company has faced some issues over employee harassment and claims of a toxic company culture.Microsoft also faces the risk of a possible cyber-security breach as the firm holds huge amounts of sensitive customer, enterprise, and mission critical information on their servers.SummaryMicrosoft has had an impressive last five years from an investor standpoint. Their robust, broad business model, excellent operational efficiency and iconic brand reputation have allowed the company to become a true profit generation powerhouse.In my opinion, current share prices represent a small undervaluation in the company form an intrinsic value perspective. The promise of strong future cashflows and a truly diverse set of revenue streams suggests significant returns could be on the horizon for Microsoft.As a short-term investment, I believe there is some volatility in-store for the stock as tricky macroeconomic conditions continue to dominate the marketplace. However, in the long-term I believe their undeniable position as a market leader places Microsoft firmly in position to generate great shareholder value.I therefore believe Microsoft warrants a Buy rating, even after the recent AI boosted rally. However, while I believe the company is a great buy even at its current prices ($250), I will personally wait to see what the second half of 2023 brings along with it with particular regards to the possibility of a recession.Ideally for me, an undervaluation of 25% (share prices around $225) would provide a satisfactory margin of safety to begin building a position from a pure value perspective, ignoring all speculative growth estimates.","news_type":1},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957398729,"gmtCreate":1676980995662,"gmtModify":1676980999933,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957398729","repostId":"2312715555","repostType":2,"repost":{"id":"2312715555","pubTimestamp":1676966444,"share":"https://ttm.financial/m/news/2312715555?lang=&edition=fundamental","pubTime":"2023-02-21 16:00","market":"us","language":"en","title":"3 Breakout Growth Stocks You Can Buy and Hold for the Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2312715555","media":"Motley Fool","summary":"Growth stocks are hot again. Here are three worth owning for the next 10 years.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>AMD will benefit from several secular tailwinds over the next decade.</li><li>Pinterest offers a unique twist on social media that should prove mouthwatering to advertisers.</li><li>Amazon will likely surpass Walmart as the largest American company by revenue during the next decade.</li></ul><p>Don&#39;t call it a comeback, but after suffering through a terrible 2022, growth stocks are leading the market higher. Consider the year-to-date performance between the <b><a href=\"https://laohu8.com/S/VTV\">Vanguard Value ETF</a></b> and the <b>Vanguard Growth ETF</b> to see how growth has outperformed.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/43bda1387aa2dd0dac12aa4bc9f5e075\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"/><span>VTV Total Return Level data by YCharts</span></p><p>Of course, it&#39;s not enough to notice that growth stocks have got their mojo back -- you need to know which ones to target for your portfolio. So let&#39;s examine three breakout growth stocks I think are worth owning for the next decade --<i>or longer</i>.</p><h2>1. Advanced Micro Devices</h2><p>The first breakout growth stock worth buying and holding for the next decade is<b>Advanced Micro Devices</b> (AMD -1.97%).</p><p>Why AMD? Well, for starters, the company sits at the nexus of opportunity and execution. Few would argue that one of the key emerging technological innovations of our age is artificial intelligence (AI).</p><p>For instance, consider what AI has done to chess. In the 1980s, human grandmasters regularly beat computers designed to play chess. By the 1990s, computers and top human grandmasters were roughly equal. Today, it&#39;s not even close. The best chess computers -- engines as they&#39;re called -- wipe the floor with human grandmasters.</p><p>This same process will play out over countless fields in the coming decades. Whether it&#39;s driving our cars, curing diseases, or creating silly cat art, computers will likely surpass natural human ability.</p><p>In light of this reality, the companies that design and make the semiconductors that &#34;bring AI to life&#34; stand to make enormous profits --and one of those companies is AMD. The company is already a leader in the field and produces everything from gaming console chips to those used in automotive and aerospace technology.</p><p>Indeed, AMD is benefiting from trends beyond the rise of AI. The company&#39;s data center business is helping to power the cloud revolution, while its acquisition of Xilinx has made it a major player in the field of embedded semiconductors. Analysts expect AMD&#39;s revenue to rise to $23.6 billion in 2023 and $27.6 billion in 2024, as the world&#39;s appetite for chips continues to grow. And with that sort of growth coming, AMD is a name worth considering.</p><h2>2. Pinterest</h2><p>The social media sector is a wild place right now. Politicians want to ban TikTok. Mark Zuckerberg seems fixated on building the metaverse. And Elon Musk is hard at work ruining or saving Twitter -- depending on your point of view. Meanwhile, like the little engine that could, <b>Pinterest</b> keeps chugging away, almost unnoticed.</p><p>The company has a unique and innovative model that links its users not to each other -- but to images, videos, and products. Given the rise of new standards for digital privacy, Pinterest&#39;s business model suddenly seems more lucrative.</p><p>Rather than having to intuit what their users&#39; interests are based on digital trackers (i.e., cookies), Pinterest users simply inform the company based on their Pins, with the result that it may be far easier --<i>and more effective</i> -- for advertisers to place ads on Pinterest than on Facebook, Instagram, or Twitter.</p><p>At any rate, the company continues to show that its model can be effective. In the fourth quarter of 2022, Pinterest&#39;s average revenue per user (ARPU) for its American and Canadian users increased to $7.60, up from $7.17 a year earlier. That&#39;s important, because Pinterest&#39;s North American user base is its most profitable audience.</p><p>With analysts expecting Pinterest to grow revenue 8% in 2023 and 14% in 2024, growth stock investors should keep Pinterest in mind.</p><h2>3. Amazon</h2><p>My third and final growth stock worth owning for the next decade is <b>Amazon</b>.</p><p>It may come as a surprise, but Amazon&#39;s stock has jumped 13% year to date. And it&#39;s no wonder. After falling almost 50% in 2022, the market has noticed something --Amazon is still a behemoth that isn&#39;t going anywhere.</p><p>With trailing-12-month revenue of$513 billion, Amazon is second only to<b>Walmart</b> in terms of total revenue by American companies. What&#39;s more, it&#39;s closing the gap.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5aadd95207315dada9151ba3d86d52b9\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"/><span>AMZN Revenue (TTM) data by YCharts</span></p><p>Of course, Amazon is more than an online retailer. Its high-margin cloud business is massive and holds a higher market share than its chief competitors, <b>Microsoft</b> and <b>Alphabet</b>. Moreover, the company continues to gain market share with its advertising business.</p><p>Still, Amazon needs a strong economy if it is to truly thrive. Obviously, last year was tough, as historic inflation and high energy costs took a toll on the company&#39;s margins. However, I believe that inflation will eventually ease and that energy prices will stabilize. Combined with Amazon&#39;s previously announced workforce reductions, I think Amazon&#39;s stock is well positioned to soar for another decade or more.</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>3 Breakout Growth Stocks You Can Buy and Hold for the Next Decade</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\">\n3 Breakout Growth Stocks You Can Buy and Hold for the Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-21 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/02/20/3-breakout-growth-stocks-you-can-buy-and-hold-for/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSAMD will benefit from several secular tailwinds over the next decade.Pinterest offers a unique twist on social media that should prove mouthwatering to advertisers.Amazon will likely surpass...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/20/3-breakout-growth-stocks-you-can-buy-and-hold-for/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4535":"淡马锡持仓","LU0528227936.USD":"富达环球人口趋势基金A-ACC","BK4524":"宅经济概念","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4527":"明星科技股","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4559":"巴菲特持仓","LU0238689110.USD":"贝莱德环球动力股票基金","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4543":"AI","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4588":"碎股","AMZN":"亚马逊","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4503":"景林资产持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","PINS":"Pinterest, Inc.","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4561":"索罗斯持仓","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4581":"高盛持仓","LU0109392836.USD":"富兰克林科技股A","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BK4529":"IDC概念","AMD":"美国超微公司","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4587":"ChatGPT概念"},"source_url":"https://www.fool.com/investing/2023/02/20/3-breakout-growth-stocks-you-can-buy-and-hold-for/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2312715555","content_text":"KEY POINTSAMD will benefit from several secular tailwinds over the next decade.Pinterest offers a unique twist on social media that should prove mouthwatering to advertisers.Amazon will likely surpass Walmart as the largest American company by revenue during the next decade.Don't call it a comeback, but after suffering through a terrible 2022, growth stocks are leading the market higher. Consider the year-to-date performance between the Vanguard Value ETF and the Vanguard Growth ETF to see how growth has outperformed.VTV Total Return Level data by YChartsOf course, it's not enough to notice that growth stocks have got their mojo back -- you need to know which ones to target for your portfolio. So let's examine three breakout growth stocks I think are worth owning for the next decade --or longer.1. Advanced Micro DevicesThe first breakout growth stock worth buying and holding for the next decade isAdvanced Micro Devices (AMD -1.97%).Why AMD? Well, for starters, the company sits at the nexus of opportunity and execution. Few would argue that one of the key emerging technological innovations of our age is artificial intelligence (AI).For instance, consider what AI has done to chess. In the 1980s, human grandmasters regularly beat computers designed to play chess. By the 1990s, computers and top human grandmasters were roughly equal. Today, it's not even close. The best chess computers -- engines as they're called -- wipe the floor with human grandmasters.This same process will play out over countless fields in the coming decades. Whether it's driving our cars, curing diseases, or creating silly cat art, computers will likely surpass natural human ability.In light of this reality, the companies that design and make the semiconductors that \"bring AI to life\" stand to make enormous profits --and one of those companies is AMD. The company is already a leader in the field and produces everything from gaming console chips to those used in automotive and aerospace technology.Indeed, AMD is benefiting from trends beyond the rise of AI. The company's data center business is helping to power the cloud revolution, while its acquisition of Xilinx has made it a major player in the field of embedded semiconductors. Analysts expect AMD's revenue to rise to $23.6 billion in 2023 and $27.6 billion in 2024, as the world's appetite for chips continues to grow. And with that sort of growth coming, AMD is a name worth considering.2. PinterestThe social media sector is a wild place right now. Politicians want to ban TikTok. Mark Zuckerberg seems fixated on building the metaverse. And Elon Musk is hard at work ruining or saving Twitter -- depending on your point of view. Meanwhile, like the little engine that could, Pinterest keeps chugging away, almost unnoticed.The company has a unique and innovative model that links its users not to each other -- but to images, videos, and products. Given the rise of new standards for digital privacy, Pinterest's business model suddenly seems more lucrative.Rather than having to intuit what their users' interests are based on digital trackers (i.e., cookies), Pinterest users simply inform the company based on their Pins, with the result that it may be far easier --and more effective -- for advertisers to place ads on Pinterest than on Facebook, Instagram, or Twitter.At any rate, the company continues to show that its model can be effective. In the fourth quarter of 2022, Pinterest's average revenue per user (ARPU) for its American and Canadian users increased to $7.60, up from $7.17 a year earlier. That's important, because Pinterest's North American user base is its most profitable audience.With analysts expecting Pinterest to grow revenue 8% in 2023 and 14% in 2024, growth stock investors should keep Pinterest in mind.3. AmazonMy third and final growth stock worth owning for the next decade is Amazon.It may come as a surprise, but Amazon's stock has jumped 13% year to date. And it's no wonder. After falling almost 50% in 2022, the market has noticed something --Amazon is still a behemoth that isn't going anywhere.With trailing-12-month revenue of$513 billion, Amazon is second only toWalmart in terms of total revenue by American companies. What's more, it's closing the gap.AMZN Revenue (TTM) data by YChartsOf course, Amazon is more than an online retailer. Its high-margin cloud business is massive and holds a higher market share than its chief competitors, Microsoft and Alphabet. Moreover, the company continues to gain market share with its advertising business.Still, Amazon needs a strong economy if it is to truly thrive. Obviously, last year was tough, as historic inflation and high energy costs took a toll on the company's margins. However, I believe that inflation will eventually ease and that energy prices will stabilize. Combined with Amazon's previously announced workforce reductions, I think Amazon's stock is well positioned to soar for another decade or more.","news_type":1},"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952696160,"gmtCreate":1674664853851,"gmtModify":1676538951841,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"htmlText":"Bad bad bad","listText":"Bad bad bad","text":"Bad bad bad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952696160","repostId":"2306171606","repostType":4,"repost":{"id":"2306171606","pubTimestamp":1674637846,"share":"https://ttm.financial/m/news/2306171606?lang=&edition=fundamental","pubTime":"2023-01-25 17:10","market":"us","language":"en","title":"Microsoft Probes Teams, Outlook Outage As Thousands of Users Report Disruption","url":"https://stock-news.laohu8.com/highlight/detail?id=2306171606","media":"Reuters","summary":"Microsoft Corp said on Wednesday it was investigating a networking issue that impacted multiple serv","content":"<html><head></head><body><p>Microsoft Corp said on Wednesday it was investigating a networking issue that impacted multiple services including Teams and Outlook, with outage reports saying the platforms were down for thousands of users globally.</p><p>Microsoft did not disclose the number of users affected by the disruption, but data from outage tracking website Downdetector showed more than 3,900 incidents in India and over 900 in Japan. Outage reports also spiked in Australia, Britain and the United Arab Emirates.</p><p>The Downdetector site tracks outages by collating status reports from sources including user-submitted errors on its platform.</p><p>&#34;We&#39;ve identified a potential networking issue and are reviewing telemetry to determine the next troubleshooting steps,&#34; Microsoft said in a tweet.</p><p>Microsoft&#39;s cloud unit Azure also tweeted about the networking issue, and said that a subset of users were experiencing problems with the platform.</p><p>During the outage, most users were unable to exchange messages, join calls or use any features of Teams application. Many users took to Twitter to share updates about the service disruption, with #MicrosoftTeams trending as a hashtag on the social media site.</p><p>Microsoft Teams, used by more than 280 million people globally, forms an integral part of daily operations for businesses and schools, which use the service to make calls, schedule meetings and organize their workflow.</p><p>Among the other services affected were Microsoft Exchange Online, SharePoint Online, OneDrive for Business, according to the company&#39;s status page.</p></body></html>","source":"yahoofinance_sg","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>Microsoft Probes Teams, Outlook Outage As Thousands of Users Report Disruption</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\">\nMicrosoft Probes Teams, Outlook Outage As Thousands of Users Report Disruption\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-25 17:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/1-microsoft-probes-outage-issues-074452200.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft Corp said on Wednesday it was investigating a networking issue that impacted multiple services including Teams and Outlook, with outage reports saying the platforms were down for thousands ...</p>\n\n<a href=\"https://finance.yahoo.com/news/1-microsoft-probes-outage-issues-074452200.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://finance.yahoo.com/news/1-microsoft-probes-outage-issues-074452200.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2306171606","content_text":"Microsoft Corp said on Wednesday it was investigating a networking issue that impacted multiple services including Teams and Outlook, with outage reports saying the platforms were down for thousands of users globally.Microsoft did not disclose the number of users affected by the disruption, but data from outage tracking website Downdetector showed more than 3,900 incidents in India and over 900 in Japan. Outage reports also spiked in Australia, Britain and the United Arab Emirates.The Downdetector site tracks outages by collating status reports from sources including user-submitted errors on its platform.\"We've identified a potential networking issue and are reviewing telemetry to determine the next troubleshooting steps,\" Microsoft said in a tweet.Microsoft's cloud unit Azure also tweeted about the networking issue, and said that a subset of users were experiencing problems with the platform.During the outage, most users were unable to exchange messages, join calls or use any features of Teams application. Many users took to Twitter to share updates about the service disruption, with #MicrosoftTeams trending as a hashtag on the social media site.Microsoft Teams, used by more than 280 million people globally, forms an integral part of daily operations for businesses and schools, which use the service to make calls, schedule meetings and organize their workflow.Among the other services affected were Microsoft Exchange Online, SharePoint Online, OneDrive for Business, according to the company's status page.","news_type":1},"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956460284,"gmtCreate":1674137650449,"gmtModify":1676538926068,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"htmlText":"Let wait n see... Ms is no doubt a good company","listText":"Let wait n see... Ms is no doubt a good company","text":"Let wait n see... Ms is no doubt a good company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956460284","repostId":"1128388243","repostType":2,"repost":{"id":"1128388243","pubTimestamp":1674108572,"share":"https://ttm.financial/m/news/1128388243?lang=&edition=fundamental","pubTime":"2023-01-19 14:09","market":"us","language":"en","title":"Hold Up! Don't Rush to Buy MSFT Stock on AI Bot Buzz","url":"https://stock-news.laohu8.com/highlight/detail?id=1128388243","media":"InvestorPlace","summary":"Microsoft (MSFT) is trending as investors talk about AI chatbot ChatGPT.It could be hasty to make a ","content":"<html><head></head><body><ul><li><b>Microsoft</b> (<b><u>MSFT</u></b>) is trending as investors talk about AI chatbot ChatGPT.</li><li>It could be hasty to make a pre-earnings-report wager on Microsoft.</li><li>Investors should adopt a watch-and-wait policy with MSFT stock.</li></ul><p><b>Microsoft’s</b> (NASDAQ: <b><u>MSFT</u></b>) potential investment in an artificial intelligence (AI) chatbot is a hot topic on Wall Street now. Yet, MSFT stock traders should consider the implications carefully before pressing the “buy” button. There’s also earnings season coming up, and it’s not a sure bet that Microsoft will hit a home run this time.</p><p>During the days of the dot-com bubble, Microsoft was part of a manic, overheated wave of buzz over internet adoption. Sure, internet use became part of the fabric of society over time, but hasty Microsoft investors lost money when the mania faded.</p><p>In other words, prospective tech investors must always remember the importance of timing. It’s fine to be bullish on Microsoft long-term. Yet, this isn’t the ideal time to jump into a trade that could lead to frustrating capital loss.</p><p><b>What’s Happening with MSFT Stock?</b></p><p>Like many other technology stocks, MSFT stock topped out in late 2021 and then performed poorly in 2022. Again, there’s a lesson here about proper timing and what can happen if you buy during peak hype.</p><p>Microsoft pays a small dividend, but a 1.14% annual yield won’t make up for the share-price losses that some investors have sustained. It might be tempting to jump in now since the Microsoft share price is down. However, there’s an earnings event coming up later this month, and the outcome is unpredictable.</p><p>Not long ago, Wedbush analyst Dan Ives articulated Wall Street’s “risk-off” attitude concerning Microsoft. Investors “are staying away from cloud, SaaS, and cyber security names heading into a fearful earnings season for tech over the coming weeks,” Ives warned.</p><p>Furthermore, investors are worried about “how bad” Microsoft’s guidance will be and “what is reflected in the stock.” So, perhaps it’s wise to hold off for a while, and then look at the financial results before reassessing MSFT stock.</p><p><b>Microsoft’s AI Bot Investment Might Not Deliver</b></p><p>Also, there’s a topic that investors (and financial writers, too) are buzzing about: Microsoft’s potential $10 billion investment in <b>OpenAI</b>. That’s the company that developed ChatGPT, an AI chatbot software platform.</p><p>Again, think about the loud chatter surrounding new technologies during the dot-com bubble. Ask yourself: Do I really need to invest in a platform that people are hyping up right now? Is it possible that ChatGPT won’t deliver the anticipated return on investment (ROI) and live up to all the hype?</p><p>It’s highly unlikely that ChatGPT will replace human content creators anytime soon. Moreover, don’t count on Microsoft suddenly becoming the king of search engines just because it may acquire ChatGPT.</p><p>Heck, Microsoft’s investment in OpenAI hasn’t even been confirmed or finalized yet. To buy MSFT stock based on Microsoft being in talks with ChatGPT’s developer is tantamount to jumping on a bandwagon, and it could lead to major disappointment.</p><p><b>What You Can Do Now</b></p><p>Jumping headlong into a trade with MSFT stock now sounds more like an impulse-buy than a viable investment strategy. There’s earnings data coming up, and Microsoft could deliver positive or negative results and guidance.</p><p>Besides, the constant chatter surrounding ChatGPT might cloud some prospective investors’ judgment. So, it’s wise to hold off and wait for further updates. Just be patient, as there may be a better time in the future to invest in Microsoft.</p></body></html>","source":"investorplace","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>Hold Up! Don't Rush to Buy MSFT Stock on AI Bot Buzz</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\">\nHold Up! Don't Rush to Buy MSFT Stock on AI Bot Buzz\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-19 14:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2023/01/hold-up-dont-rush-to-buy-msft-stock-on-ai-bot-buzz/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (MSFT) is trending as investors talk about AI chatbot ChatGPT.It could be hasty to make a pre-earnings-report wager on Microsoft.Investors should adopt a watch-and-wait policy with MSFT ...</p>\n\n<a href=\"https://investorplace.com/market360/2023/01/hold-up-dont-rush-to-buy-msft-stock-on-ai-bot-buzz/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://investorplace.com/market360/2023/01/hold-up-dont-rush-to-buy-msft-stock-on-ai-bot-buzz/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128388243","content_text":"Microsoft (MSFT) is trending as investors talk about AI chatbot ChatGPT.It could be hasty to make a pre-earnings-report wager on Microsoft.Investors should adopt a watch-and-wait policy with MSFT stock.Microsoft’s (NASDAQ: MSFT) potential investment in an artificial intelligence (AI) chatbot is a hot topic on Wall Street now. Yet, MSFT stock traders should consider the implications carefully before pressing the “buy” button. There’s also earnings season coming up, and it’s not a sure bet that Microsoft will hit a home run this time.During the days of the dot-com bubble, Microsoft was part of a manic, overheated wave of buzz over internet adoption. Sure, internet use became part of the fabric of society over time, but hasty Microsoft investors lost money when the mania faded.In other words, prospective tech investors must always remember the importance of timing. It’s fine to be bullish on Microsoft long-term. Yet, this isn’t the ideal time to jump into a trade that could lead to frustrating capital loss.What’s Happening with MSFT Stock?Like many other technology stocks, MSFT stock topped out in late 2021 and then performed poorly in 2022. Again, there’s a lesson here about proper timing and what can happen if you buy during peak hype.Microsoft pays a small dividend, but a 1.14% annual yield won’t make up for the share-price losses that some investors have sustained. It might be tempting to jump in now since the Microsoft share price is down. However, there’s an earnings event coming up later this month, and the outcome is unpredictable.Not long ago, Wedbush analyst Dan Ives articulated Wall Street’s “risk-off” attitude concerning Microsoft. Investors “are staying away from cloud, SaaS, and cyber security names heading into a fearful earnings season for tech over the coming weeks,” Ives warned.Furthermore, investors are worried about “how bad” Microsoft’s guidance will be and “what is reflected in the stock.” So, perhaps it’s wise to hold off for a while, and then look at the financial results before reassessing MSFT stock.Microsoft’s AI Bot Investment Might Not DeliverAlso, there’s a topic that investors (and financial writers, too) are buzzing about: Microsoft’s potential $10 billion investment in OpenAI. That’s the company that developed ChatGPT, an AI chatbot software platform.Again, think about the loud chatter surrounding new technologies during the dot-com bubble. Ask yourself: Do I really need to invest in a platform that people are hyping up right now? Is it possible that ChatGPT won’t deliver the anticipated return on investment (ROI) and live up to all the hype?It’s highly unlikely that ChatGPT will replace human content creators anytime soon. Moreover, don’t count on Microsoft suddenly becoming the king of search engines just because it may acquire ChatGPT.Heck, Microsoft’s investment in OpenAI hasn’t even been confirmed or finalized yet. To buy MSFT stock based on Microsoft being in talks with ChatGPT’s developer is tantamount to jumping on a bandwagon, and it could lead to major disappointment.What You Can Do NowJumping headlong into a trade with MSFT stock now sounds more like an impulse-buy than a viable investment strategy. There’s earnings data coming up, and Microsoft could deliver positive or negative results and guidance.Besides, the constant chatter surrounding ChatGPT might cloud some prospective investors’ judgment. So, it’s wise to hold off and wait for further updates. Just be patient, as there may be a better time in the future to invest in Microsoft.","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956115080,"gmtCreate":1673929090240,"gmtModify":1676538904475,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"htmlText":"Excellent","listText":"Excellent","text":"Excellent","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956115080","repostId":"2304532121","repostType":4,"repost":{"id":"2304532121","pubTimestamp":1673912588,"share":"https://ttm.financial/m/news/2304532121?lang=&edition=fundamental","pubTime":"2023-01-17 07:43","market":"us","language":"en","title":"Microsoft Isn't Immune to a Recession but It Should Gain Share in Key Areas","url":"https://stock-news.laohu8.com/highlight/detail?id=2304532121","media":"Seekingalpha","summary":"Like the rest of its tech brethren, Microsoft (NASDAQ: MSFT) had a difficult 2022, as its shares fel","content":"<html><head></head><body><p>Like the rest of its tech brethren, Microsoft (NASDAQ: MSFT) had a difficult 2022, as its shares fell more than 25% on worries over rising interest rates, surging inflation and a slowing global economy.</p><p>While 2023 is not expected to be quite as bad as 2022, sentiments remain strong about the global economy slowing further and potential tip into a recession. However, there are some views on Wall Street that the software giant could still see business improving this year.</p><p>Morgan Stanley analyst Keith Weiss, who has an overweight rating on Microsoft (MSFT), noted the company is likely to benefit from continued IT spending and is thought of higher than where it&#39;s positioned in the investment firm&#39;s survey of chief information officers.</p><p>The survey, which expects software spending to grow 3.3% in 2023, pointed out that Microsoft (MSFT) is &#34;better positioned than most&#34; in a downturn, given that it is still the leader in expected IT budget gains due to the shift to the cloud. Additionally, the survey added that Microsoft (MSFT) is expected to have a net of 40% of expected share gains for IT wallet spending, well ahead of Amazon (AMZN), which is expected to capture 24% of gains.</p><p>Weiss said that Microsoft (MSFT) expanded its lead over Amazon (AMZN), with about 48% of the CIOs surveyed now expecting Microsoft &#34;to see the largest incremental IT budget share gains over the next three years,&#34; compared to 15% for Amazon.</p><p>In addition, Microsoft (MSFT) has continued to make gains in other areas such as security, cloud computing, data warehousing, business intelligence and analytics, digital transformation and artificial intelligence and machine learning.</p><p>The company may make further advances in AI if it integrates OpenAI&#39;s ChatGPT into its products, including Bing and Office, something the company has reportedly discussed.</p><p>Lastly, Microsoft (MSFT) looks poised to benefit as customers slim down the number of vendors in areas such as data management and automation, according to the CIO survey.</p><p>&#34;With CIOs increasingly looking to consolidate vendors in a slowing spending environment, we see Microsoft as best positioned to benefit from consolidation given its breadth of functions and alignment to CIO priority list and defensive IT projects,&#34; Weiss added.</p><p>Despite the expected benefits this year, not everything is coming up roses for Microsoft (MSFT).</p><p>Firstly, it will have to deal with a weaker IT spending environment, though that is something that every company in the space will likely have to face.</p><p>Additionally, there is the potential that the expectations seen in the survey for Microsoft (MSFT) do not come to fruition, including potential downgrades for Microsoft 365, previously known as Office 365, due to its pricing.</p><p>According to the survey, 8% of CIOs said they would downgrade subscription tiers in the next year, while 5% said they would switch to lower-priced versions of Microsoft 365, with fewer options, which would impact Microsoft&#39;s (MSFT) revenue.</p><p>Nonetheless, the expectation is that Microsoft (MSFT) will wind up better than its peers, a thesis that has not yet shown up in its stock, as it trades at roughly 19 times estimated 2024 earnings, compared to roughly 30 times for peers.</p><p>&#34;While there are definitely some indicators Microsoft is not immune from the weaker IT spending environment, the preponderance of evidence in our survey work suggests favorable near-term consolidation trends and further improvement in the longer-term positioning against core secular growth initiatives,&#34; Weiss wrote.</p><p>On Thursday, Citi listed Microsoft (MSFT) among its favorite enterprise application software stocks for 2023.</p></body></html>","source":"seekingalpha_fund","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>Microsoft Isn't Immune to a Recession but It Should Gain Share in Key Areas</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\">\nMicrosoft Isn't Immune to a Recession but It Should Gain Share in Key Areas\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-17 07:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3924552-microsoft-not-immune-recession-should-gain-share><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Like the rest of its tech brethren, Microsoft (NASDAQ: MSFT) had a difficult 2022, as its shares fell more than 25% on worries over rising interest rates, surging inflation and a slowing global ...</p>\n\n<a href=\"https://seekingalpha.com/news/3924552-microsoft-not-immune-recession-should-gain-share\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://seekingalpha.com/news/3924552-microsoft-not-immune-recession-should-gain-share","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2304532121","content_text":"Like the rest of its tech brethren, Microsoft (NASDAQ: MSFT) had a difficult 2022, as its shares fell more than 25% on worries over rising interest rates, surging inflation and a slowing global economy.While 2023 is not expected to be quite as bad as 2022, sentiments remain strong about the global economy slowing further and potential tip into a recession. However, there are some views on Wall Street that the software giant could still see business improving this year.Morgan Stanley analyst Keith Weiss, who has an overweight rating on Microsoft (MSFT), noted the company is likely to benefit from continued IT spending and is thought of higher than where it's positioned in the investment firm's survey of chief information officers.The survey, which expects software spending to grow 3.3% in 2023, pointed out that Microsoft (MSFT) is \"better positioned than most\" in a downturn, given that it is still the leader in expected IT budget gains due to the shift to the cloud. Additionally, the survey added that Microsoft (MSFT) is expected to have a net of 40% of expected share gains for IT wallet spending, well ahead of Amazon (AMZN), which is expected to capture 24% of gains.Weiss said that Microsoft (MSFT) expanded its lead over Amazon (AMZN), with about 48% of the CIOs surveyed now expecting Microsoft \"to see the largest incremental IT budget share gains over the next three years,\" compared to 15% for Amazon.In addition, Microsoft (MSFT) has continued to make gains in other areas such as security, cloud computing, data warehousing, business intelligence and analytics, digital transformation and artificial intelligence and machine learning.The company may make further advances in AI if it integrates OpenAI's ChatGPT into its products, including Bing and Office, something the company has reportedly discussed.Lastly, Microsoft (MSFT) looks poised to benefit as customers slim down the number of vendors in areas such as data management and automation, according to the CIO survey.\"With CIOs increasingly looking to consolidate vendors in a slowing spending environment, we see Microsoft as best positioned to benefit from consolidation given its breadth of functions and alignment to CIO priority list and defensive IT projects,\" Weiss added.Despite the expected benefits this year, not everything is coming up roses for Microsoft (MSFT).Firstly, it will have to deal with a weaker IT spending environment, though that is something that every company in the space will likely have to face.Additionally, there is the potential that the expectations seen in the survey for Microsoft (MSFT) do not come to fruition, including potential downgrades for Microsoft 365, previously known as Office 365, due to its pricing.According to the survey, 8% of CIOs said they would downgrade subscription tiers in the next year, while 5% said they would switch to lower-priced versions of Microsoft 365, with fewer options, which would impact Microsoft's (MSFT) revenue.Nonetheless, the expectation is that Microsoft (MSFT) will wind up better than its peers, a thesis that has not yet shown up in its stock, as it trades at roughly 19 times estimated 2024 earnings, compared to roughly 30 times for peers.\"While there are definitely some indicators Microsoft is not immune from the weaker IT spending environment, the preponderance of evidence in our survey work suggests favorable near-term consolidation trends and further improvement in the longer-term positioning against core secular growth initiatives,\" Weiss wrote.On Thursday, Citi listed Microsoft (MSFT) among its favorite enterprise application software stocks for 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951116242,"gmtCreate":1673420493787,"gmtModify":1676538833973,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"htmlText":"Should ask what the best price to buy during the dip... lol😁","listText":"Should ask what the best price to buy during the dip... lol😁","text":"Should ask what the best price to buy during the dip... lol😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951116242","repostId":"2302019578","repostType":2,"repost":{"id":"2302019578","pubTimestamp":1673420400,"share":"https://ttm.financial/m/news/2302019578?lang=&edition=fundamental","pubTime":"2023-01-11 15:00","market":"us","language":"en","title":"Is Apple Stock A Buy During The Dip?","url":"https://stock-news.laohu8.com/highlight/detail?id=2302019578","media":"Seeking Alpha","summary":"SummaryApple's stock price suffered from a dip due to investors' worries regarding the App Store's performance and iPhone production.AAPL's share price should see a recovery in the near future, as the market's concerns are overdone.I remain bullish on Apple, as I deem AAPL's shares to be a buy during the dip.chris-muellerElevator PitchMy Buy rating for Apple's  stock remains unchanged.In my prior November 9, 2022, write-up for Apple, I discussed how the increase in paid subscriptions will drive ","content":"<html><head></head><body><h2>Summary</h2><ul><li>Apple&#39;s stock price suffered from a dip due to investors&#39; worries regarding the App Store&#39;s performance and iPhone production.</li><li>AAPL&#39;s share price should see a recovery in the near future, as the market&#39;s concerns are overdone.</li><li>I remain bullish on Apple, as I deem AAPL&#39;s shares to be a buy during the dip.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f1fca7442e64a81cfd932604d5925aa\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>chris-mueller</span></p><h2>Elevator Pitch</h2><p>My Buy rating for Apple&#39;s (NASDAQ:AAPL) stock remains unchanged.</p><p>In my prior November 9, 2022, write-up for Apple, I discussed how the increase in paid subscriptions will drive the growth of AAPL&#39;s Services revenue in the future.</p><p>I turn my attention to the topic of why investors should take advantage of the recent dip in Apple&#39;s share price in the current update. AAPL&#39;s forward P/E multiple has fallen to -21% below its three-year mean, and recent worries relating to the company appear to be overblown. In that respect, I view Apple&#39;s shares as deserving of a Buy rating.</p><h2>Why Has Apple&#39;s Share Price Dipped?</h2><p>In the past month, AAPL&#39;s stock price pulled back by -9.3% as compared to a -1.2% marginal decline for the S&amp;P 500. Apple&#39;s last done share price of $129.62 as of January 6, 2023 is also -16.8% below its three-month high of $155.74 registered on October 28, 2022.</p><p>I think that Apple&#39;s share price dip is attributable to the market&#39;s concerns about the App Store and iPhone. In the subsequent section, I highlight specific metrics relating to the two products and services, which explains why they have drawn investor attention.</p><h2>AAPL Stock Key Metrics</h2><p>Investors are worried about the App Store&#39;s recent and future performance, and the risk of lower-than-expected iPhone production, and the metrics outlined below illustrate these issues.</p><p><i>BofA Securities</i> published a research report (not publicly available) titled &#34;App Store Revenue Declines Low Single Digit&#34; on December 1, 2022. As per <i>SensorTower</i> data cited in this report, revenue derived from the App Store decreased by -3.2% YoY for the period between October 1, 2022, and November 29, 2022. Specifically, a +2.6% increase in the number of App Store downloads was more than offset by a -5.7% drop in the App Store&#39;s Average Selling Price. These metrics seemed to confirm fears that consumers will reduce spending on the App Store and other Apple services in a weak economic environment.</p><p>Separately, a December 13, 2022, <i>Seeking Alpha News</i> article cited a <i>Bloomberg</i> report mentioning that AAPL &#34;may soon allow third-party app stores on its iconic iPhones and iPads&#34; so as &#34;to comply with regulations from the European Union.&#34; It is natural for investors to be concerned that the App Store&#39;s future revenue might potentially decline if a significant proportion of app developers choose to bypass the App Store and offer their users the option of downloading their apps on other app stores or websites.</p><p>Another key concern for investors is iPhone production. <i>Seeking Alpha News</i> reported on December 20, 2022, that J.P. Morgan&#39;s (JPM) sell-side analyst covering Apple&#39;s shares has reduced his or her Q1 FY 2023 (YE September 30) iPhone 14 shipment projections by four million units after considering supply chain disruptions in China due to the COVID-zero policy.</p><p>The majority of Wall Street analysts also have a bearish view of Apple&#39;s iPhone sales and overall revenue in the near term judging by the change in consensus financial figures for AAPL. In the last three months, Apple&#39;s consensus Q1 FY 2023 topline was cut by -3.4%. Also, 31 of the 45 sell-side analysts covering Apple&#39;s stock made the decision to lower their respective fiscal 2023 revenue estimates for AAPL in the same time frame. The key risk is that a larger-than-expected number of consumers chose to either give up on buying a new iPhone or switched to competitors, rather than wait for the new iPhone to be made available again when supply normalizes.</p><p>It is easy to understand why Apple&#39;s share price has dipped recently, after a review of the key metrics disclosed in this section of the article.</p><h2>Is It Fairly Valued Now?</h2><p>I am of the view that Apple&#39;s shares are undervalued, instead of being fairly valued, following the recent dip in its stock price.</p><p>AAPL trades at 21.0 times consensus forward next twelve months&#39; normalized P/E now, which is only slightly above its one-year forward P/E trough of 20.2 times as per <i>S&amp;P Capital IQ&#39;s</i> valuation data. Furthermore, Apple&#39;s current P/E valuation multiple is a significant -21% below its three-year average P/E ratio of 26.6 times.</p><p>I touch on the potential of a recovery in Apple&#39;s stock price in the next section.</p><h2>Will Apple Recover?</h2><p>I believe that AAPL&#39;s share price can recover from its recent dip, when investors realize that earlier concerns relating to the stock are overblown.</p><p>With regards to the App Store, its future performance might be better than what the market feared.</p><p>The App Store witnessed its first YoY revenue growth in six months, based on <i>Sensor <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a>&#39;s</i> December 2022 data highlighted in this recent January 3, 2022, <i>Seeking Alpha News</i> article. This could mark an inflection point for App Store revenue, as we might have already seen the worst of App Store performance in 2H 2022 (calendar year). Given the bearish market expectations (as outlined in an earlier section of the article) for Apple&#39;s Q1 FY 2023 and full-year FY 2023 financial results, AAPL&#39;s actual Services revenue and overall top line might beat market expectations.</p><p>Also, fewer iPhone users might either switch to alternative app stores or download apps from developers&#39; websites than what investors anticipate. Based on a December 14, 2022, research report (not publicly available) titled &#34;App Store Competition? Bring It On&#34; published by <i>Morgan Stanley</i> (MS), slightly more than a quarter of iPhone users are &#34;extremely likely&#34; to switch away from the App Store for app downloads as per <i>MS&#39;</i> consumer survey which should translate into a -4% decrease in Apple&#39;s Services revenue (or -1% contraction in overall top line).</p><p>On the issue of supply chain disruptions affecting iPhone production, there are reasons to be optimistic considering short-term trends and long-term plans.</p><p>A January 3, 2023 <i>Seeking Alpha News</i> article highlighted that Apple&#39;s key iPhone production plant in China has recovered to run at &#34;90% capacity&#34; again. Also, an earlier December 27, 2022, report (not publicly available) titled &#34;Improving iPhone Lead Times&#34; issued by <i>Credit Suisse</i> (CS) noted that the lead times for the new iPhone 14 models have already declined from the &#34;20+ days&#34; for the December 19 week to &#34;10-17 days&#34; for the December 26 week. In other words, supply chain headwinds for Apple have already eased to a large extent.</p><p>In the long run, Apple has plans in place to further diversify its production away from China to other markets such as Vietnam and India. This should reduce AAPL&#39;s concentration risks relating to China production over time.</p><p>In a nutshell, there are positive signs which suggest that Apple&#39;s shares are due for a recovery.</p><h2>Is AAPL Stock A Buy During The Dip?</h2><p>Apple is a Buy during the dip, considering recent positive developments such as App Store&#39;s December 2022 data and declining lead times for the iPhone 14 models. Moreover, AAPL&#39;s valuations have become more attractive after the recent correction. As such, I make no changes to my current Buy rating for AAPL.</p><p><i>This article is written by The Value Pendulum for reference only. Please note the risks.</i></p></body></html>","source":"seekingalpha_fund","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>Is Apple Stock A Buy During 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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Apple Stock A Buy During The Dip?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-11 15:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4568979-is-apple-stock-buy-during-dip><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple's stock price suffered from a dip due to investors' worries regarding the App Store's performance and iPhone production.AAPL's share price should see a recovery in the near future, as the...</p>\n\n<a href=\"https://seekingalpha.com/article/4568979-is-apple-stock-buy-during-dip\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4581":"高盛持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4512":"苹果概念","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0238689110.USD":"贝莱德环球动力股票基金","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4515":"5G概念","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4532":"文艺复兴科技持仓","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4571":"数字音乐概念","BK4585":"ETF&股票定投概念","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4566":"资本集团","LU0109392836.USD":"富兰克林科技股A","AAPL":"苹果","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4579":"人工智能","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4527":"明星科技股","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD"},"source_url":"https://seekingalpha.com/article/4568979-is-apple-stock-buy-during-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302019578","content_text":"SummaryApple's stock price suffered from a dip due to investors' worries regarding the App Store's performance and iPhone production.AAPL's share price should see a recovery in the near future, as the market's concerns are overdone.I remain bullish on Apple, as I deem AAPL's shares to be a buy during the dip.chris-muellerElevator PitchMy Buy rating for Apple's (NASDAQ:AAPL) stock remains unchanged.In my prior November 9, 2022, write-up for Apple, I discussed how the increase in paid subscriptions will drive the growth of AAPL's Services revenue in the future.I turn my attention to the topic of why investors should take advantage of the recent dip in Apple's share price in the current update. AAPL's forward P/E multiple has fallen to -21% below its three-year mean, and recent worries relating to the company appear to be overblown. In that respect, I view Apple's shares as deserving of a Buy rating.Why Has Apple's Share Price Dipped?In the past month, AAPL's stock price pulled back by -9.3% as compared to a -1.2% marginal decline for the S&P 500. Apple's last done share price of $129.62 as of January 6, 2023 is also -16.8% below its three-month high of $155.74 registered on October 28, 2022.I think that Apple's share price dip is attributable to the market's concerns about the App Store and iPhone. In the subsequent section, I highlight specific metrics relating to the two products and services, which explains why they have drawn investor attention.AAPL Stock Key MetricsInvestors are worried about the App Store's recent and future performance, and the risk of lower-than-expected iPhone production, and the metrics outlined below illustrate these issues.BofA Securities published a research report (not publicly available) titled \"App Store Revenue Declines Low Single Digit\" on December 1, 2022. As per SensorTower data cited in this report, revenue derived from the App Store decreased by -3.2% YoY for the period between October 1, 2022, and November 29, 2022. Specifically, a +2.6% increase in the number of App Store downloads was more than offset by a -5.7% drop in the App Store's Average Selling Price. These metrics seemed to confirm fears that consumers will reduce spending on the App Store and other Apple services in a weak economic environment.Separately, a December 13, 2022, Seeking Alpha News article cited a Bloomberg report mentioning that AAPL \"may soon allow third-party app stores on its iconic iPhones and iPads\" so as \"to comply with regulations from the European Union.\" It is natural for investors to be concerned that the App Store's future revenue might potentially decline if a significant proportion of app developers choose to bypass the App Store and offer their users the option of downloading their apps on other app stores or websites.Another key concern for investors is iPhone production. Seeking Alpha News reported on December 20, 2022, that J.P. Morgan's (JPM) sell-side analyst covering Apple's shares has reduced his or her Q1 FY 2023 (YE September 30) iPhone 14 shipment projections by four million units after considering supply chain disruptions in China due to the COVID-zero policy.The majority of Wall Street analysts also have a bearish view of Apple's iPhone sales and overall revenue in the near term judging by the change in consensus financial figures for AAPL. In the last three months, Apple's consensus Q1 FY 2023 topline was cut by -3.4%. Also, 31 of the 45 sell-side analysts covering Apple's stock made the decision to lower their respective fiscal 2023 revenue estimates for AAPL in the same time frame. The key risk is that a larger-than-expected number of consumers chose to either give up on buying a new iPhone or switched to competitors, rather than wait for the new iPhone to be made available again when supply normalizes.It is easy to understand why Apple's share price has dipped recently, after a review of the key metrics disclosed in this section of the article.Is It Fairly Valued Now?I am of the view that Apple's shares are undervalued, instead of being fairly valued, following the recent dip in its stock price.AAPL trades at 21.0 times consensus forward next twelve months' normalized P/E now, which is only slightly above its one-year forward P/E trough of 20.2 times as per S&P Capital IQ's valuation data. Furthermore, Apple's current P/E valuation multiple is a significant -21% below its three-year average P/E ratio of 26.6 times.I touch on the potential of a recovery in Apple's stock price in the next section.Will Apple Recover?I believe that AAPL's share price can recover from its recent dip, when investors realize that earlier concerns relating to the stock are overblown.With regards to the App Store, its future performance might be better than what the market feared.The App Store witnessed its first YoY revenue growth in six months, based on Sensor Tower's December 2022 data highlighted in this recent January 3, 2022, Seeking Alpha News article. This could mark an inflection point for App Store revenue, as we might have already seen the worst of App Store performance in 2H 2022 (calendar year). Given the bearish market expectations (as outlined in an earlier section of the article) for Apple's Q1 FY 2023 and full-year FY 2023 financial results, AAPL's actual Services revenue and overall top line might beat market expectations.Also, fewer iPhone users might either switch to alternative app stores or download apps from developers' websites than what investors anticipate. Based on a December 14, 2022, research report (not publicly available) titled \"App Store Competition? Bring It On\" published by Morgan Stanley (MS), slightly more than a quarter of iPhone users are \"extremely likely\" to switch away from the App Store for app downloads as per MS' consumer survey which should translate into a -4% decrease in Apple's Services revenue (or -1% contraction in overall top line).On the issue of supply chain disruptions affecting iPhone production, there are reasons to be optimistic considering short-term trends and long-term plans.A January 3, 2023 Seeking Alpha News article highlighted that Apple's key iPhone production plant in China has recovered to run at \"90% capacity\" again. Also, an earlier December 27, 2022, report (not publicly available) titled \"Improving iPhone Lead Times\" issued by Credit Suisse (CS) noted that the lead times for the new iPhone 14 models have already declined from the \"20+ days\" for the December 19 week to \"10-17 days\" for the December 26 week. In other words, supply chain headwinds for Apple have already eased to a large extent.In the long run, Apple has plans in place to further diversify its production away from China to other markets such as Vietnam and India. This should reduce AAPL's concentration risks relating to China production over time.In a nutshell, there are positive signs which suggest that Apple's shares are due for a recovery.Is AAPL Stock A Buy During The Dip?Apple is a Buy during the dip, considering recent positive developments such as App Store's December 2022 data and declining lead times for the iPhone 14 models. Moreover, AAPL's valuations have become more attractive after the recent correction. As such, I make no changes to my current Buy rating for AAPL.This article is written by The Value Pendulum for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953781141,"gmtCreate":1673329559283,"gmtModify":1676538819109,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"htmlText":"nice but not surprise 😄","listText":"nice but not surprise 😄","text":"nice but not surprise 😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953781141","repostId":"1147757084","repostType":2,"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950775966,"gmtCreate":1672847019855,"gmtModify":1676538747215,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"htmlText":"Still a good company&nbsp;","listText":"Still a good company&nbsp;","text":"Still a good company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950775966","repostId":"2300541539","repostType":4,"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950683944,"gmtCreate":1672747336588,"gmtModify":1676538729571,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"htmlText":"Nice. Let see","listText":"Nice. Let see","text":"Nice. Let see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950683944","repostId":"1193516696","repostType":2,"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927325636,"gmtCreate":1672404622126,"gmtModify":1676538686041,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"htmlText":"Will see Next year&nbsp;","listText":"Will see Next year&nbsp;","text":"Will see Next year","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927325636","repostId":"2295908362","repostType":4,"repost":{"id":"2295908362","pubTimestamp":1672404118,"share":"https://ttm.financial/m/news/2295908362?lang=&edition=fundamental","pubTime":"2022-12-30 20:41","market":"us","language":"en","title":"The Biggest Reason Nvidia Stock Is a Screaming Buy for 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2295908362","media":"Motley Fool","summary":"Nvidia could get a nice shot in the arm from its entry into a new market.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> stock has gained some ground on the stock market of late, gaining more than 15% in the past three months and outpacing the S&amp;P 500&#39;s gains of just 5%, in what may seem like a surprising rally given the terrible situation the company&#39;s gaming business is in right now.</p><p>But it seems like savvy investors are looking past the weakness in the gaming business as there is one potentially huge catalyst that could help Nvidia tide over the troubles it is witnessing in its second-largest segment -- the company&#39;s Arm-based Grace server central processing units (CPUs). Let&#39;s see why this new chip platform could be a big deal for Nvidia when it hits the market in 2023.</p><h2>Arm-based processors are gaining ground in servers</h2><p>The server processor market is currently dominated by processors based on the x86 architecture from <b>Advanced Micro Devices</b> and <b>Intel</b>. Market research company Omdia estimates that Arm-based server processors reportedly commanded just 7.1% of the market in the second quarter of 2022, with the rest dominated by x86 processors.</p><p>However, it is worth noting that the adoption of Arm server CPUs has been growing consistently. Omdia estimates that Arm server processors accounted for less than 1% of the overall market in 2019. The share increased to 2.2% in 2020 and 5.4% in 2021. The demand for Arm-based server processors is expected to take off in the long run thanks to their ability to deliver higher computing power while consuming less energy.</p><p>Moreover, Arm-based chips can be customized to perform specific workloads such as artificial intelligence (AI) and machine learning. Not surprisingly, many cloud service providers are turning to Arm-based servers for their data centers, including the likes of <b>Alphabet</b>, <b>Amazon</b>, and <b>Oracle</b>.</p><p>As a result, the share of Arm processors in data center servers is expected to jump to 22% by 2025, according to market research company TrendForce. According to another estimate from Omdia, Arm chips could be powering half of the cloud servers by 2026. All this explains why the Arm-based server processor market is expected to triple over the next decade, generating close to $17 billion in annual revenue by 2032 as compared to this year&#39;s estimate of $5.2 billion.</p><p>So, Nvidia is making its entry into the Arm server processor market at the right time, and it won&#39;t be surprising to see the Grace chips give its top line a shot in the arm in 2023.</p><h2>Nvidia&#39;s server processors could start moving the needle</h2><p>Nvidia&#39;s upcoming Grace server chips are expected to be based on <b>Taiwan Semiconductor Manufacturing</b>&#39;s latest 5 nanometer (nm) manufacturing process. TSMC&#39;s 5 nm manufacturing node is said to be 80% denser than the preceding 7 nm process. In simpler words, the chips made using this platform pack more transistors into a smaller area, so they can carry out more calculations while consuming less power.</p><p>Nvidia is already claiming that its Grace processors are significantly faster and more efficient as compared to Intel&#39;s Ice Lake server processors. It remains to be seen how Nvidia&#39;s chips stack up against rivals when they hit the market, but it is impressive to see that the chipmaker has already landed some big names that are expected to use the Grace chips.</p><p>In a press release in May 2022, Nvidia pointed out that &#34;dozens of server models from ASUS, Foxconn Industrial Internet, GIGABYTE, QCT, Supermicro and Wiwynn are expected starting in the first half of 2023.&#34; Nvidia is already a dominant force in data center graphics cards, and the company could quickly corner a nice share of the Arm-based server processor market as well given its existing relationships with cloud service providers.</p><p>If Nvidia manages to capture even 10% of the Arm server processor market by the end of 2023, it could see an additional $500 million in revenue based on the market&#39;s estimated size as discussed above. Of course, a bigger share means that Nvidia could generate more revenue out of this space, and the company could very well corner a larger chunk of this space given that it is going to launch a wide range of Arm-based server systems to tackle different kinds of workloads ranging from artificial-intelligence training and inference, to high-performance computing, to digital twins, to cloud gaming.</p><p>As such, the introduction of server processors by Nvidia could give its fast-growing data center business a big boost and mitigate the weakness in the gaming market. The company has generated $11.4 billion in data center revenue in the first nine months of fiscal 2023, up 55% over the prior-year period. The addition of a new catalyst should help the company sustain its terrific data center growth, which may be one of the reasons why analysts are expecting an uptick in the company&#39;s financial performance in fiscal 2024 (which will begin in February 2023).</p><p>The tech giant is expected to post a 9% increase in revenue and a 32% jump in earnings per share next fiscal year following a woeful performance in the current one, and the shot in the arm from the server market could play a key role in helping Nvidia live up to Wall Street&#39;s expectations.</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>The Biggest Reason Nvidia Stock Is a Screaming Buy for 2023</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 Biggest Reason Nvidia Stock Is a Screaming Buy for 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-30 20:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/30/the-biggest-reason-nvidia-stock-is-a-screaming-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia stock has gained some ground on the stock market of late, gaining more than 15% in the past three months and outpacing the S&P 500's gains of just 5%, in what may seem like a surprising rally ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/30/the-biggest-reason-nvidia-stock-is-a-screaming-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2022/12/30/the-biggest-reason-nvidia-stock-is-a-screaming-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2295908362","content_text":"Nvidia stock has gained some ground on the stock market of late, gaining more than 15% in the past three months and outpacing the S&P 500's gains of just 5%, in what may seem like a surprising rally given the terrible situation the company's gaming business is in right now.But it seems like savvy investors are looking past the weakness in the gaming business as there is one potentially huge catalyst that could help Nvidia tide over the troubles it is witnessing in its second-largest segment -- the company's Arm-based Grace server central processing units (CPUs). Let's see why this new chip platform could be a big deal for Nvidia when it hits the market in 2023.Arm-based processors are gaining ground in serversThe server processor market is currently dominated by processors based on the x86 architecture from Advanced Micro Devices and Intel. Market research company Omdia estimates that Arm-based server processors reportedly commanded just 7.1% of the market in the second quarter of 2022, with the rest dominated by x86 processors.However, it is worth noting that the adoption of Arm server CPUs has been growing consistently. Omdia estimates that Arm server processors accounted for less than 1% of the overall market in 2019. The share increased to 2.2% in 2020 and 5.4% in 2021. The demand for Arm-based server processors is expected to take off in the long run thanks to their ability to deliver higher computing power while consuming less energy.Moreover, Arm-based chips can be customized to perform specific workloads such as artificial intelligence (AI) and machine learning. Not surprisingly, many cloud service providers are turning to Arm-based servers for their data centers, including the likes of Alphabet, Amazon, and Oracle.As a result, the share of Arm processors in data center servers is expected to jump to 22% by 2025, according to market research company TrendForce. According to another estimate from Omdia, Arm chips could be powering half of the cloud servers by 2026. All this explains why the Arm-based server processor market is expected to triple over the next decade, generating close to $17 billion in annual revenue by 2032 as compared to this year's estimate of $5.2 billion.So, Nvidia is making its entry into the Arm server processor market at the right time, and it won't be surprising to see the Grace chips give its top line a shot in the arm in 2023.Nvidia's server processors could start moving the needleNvidia's upcoming Grace server chips are expected to be based on Taiwan Semiconductor Manufacturing's latest 5 nanometer (nm) manufacturing process. TSMC's 5 nm manufacturing node is said to be 80% denser than the preceding 7 nm process. In simpler words, the chips made using this platform pack more transistors into a smaller area, so they can carry out more calculations while consuming less power.Nvidia is already claiming that its Grace processors are significantly faster and more efficient as compared to Intel's Ice Lake server processors. It remains to be seen how Nvidia's chips stack up against rivals when they hit the market, but it is impressive to see that the chipmaker has already landed some big names that are expected to use the Grace chips.In a press release in May 2022, Nvidia pointed out that \"dozens of server models from ASUS, Foxconn Industrial Internet, GIGABYTE, QCT, Supermicro and Wiwynn are expected starting in the first half of 2023.\" Nvidia is already a dominant force in data center graphics cards, and the company could quickly corner a nice share of the Arm-based server processor market as well given its existing relationships with cloud service providers.If Nvidia manages to capture even 10% of the Arm server processor market by the end of 2023, it could see an additional $500 million in revenue based on the market's estimated size as discussed above. Of course, a bigger share means that Nvidia could generate more revenue out of this space, and the company could very well corner a larger chunk of this space given that it is going to launch a wide range of Arm-based server systems to tackle different kinds of workloads ranging from artificial-intelligence training and inference, to high-performance computing, to digital twins, to cloud gaming.As such, the introduction of server processors by Nvidia could give its fast-growing data center business a big boost and mitigate the weakness in the gaming market. The company has generated $11.4 billion in data center revenue in the first nine months of fiscal 2023, up 55% over the prior-year period. The addition of a new catalyst should help the company sustain its terrific data center growth, which may be one of the reasons why analysts are expecting an uptick in the company's financial performance in fiscal 2024 (which will begin in February 2023).The tech giant is expected to post a 9% increase in revenue and a 32% jump in earnings per share next fiscal year following a woeful performance in the current one, and the shot in the arm from the server market could play a key role in helping Nvidia live up to Wall Street's expectations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9023958708,"gmtCreate":1652853656004,"gmtModify":1676535175531,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"htmlText":"Even with lot of coming competition. We cannot just ignore PayPal payment gateway and it other services already a mature system that lots of ppl been using everyday. In my opinion if want to buyshare that expose to fintech and little bit of cryptcurt and still a business fundamentally good. PayPal is top pick.","listText":"Even with lot of coming competition. We cannot just ignore PayPal payment gateway and it other services already a mature system that lots of ppl been using everyday. In my opinion if want to buyshare that expose to fintech and little bit of cryptcurt and still a business fundamentally good. PayPal is top pick.","text":"Even with lot of coming competition. We cannot just ignore PayPal payment gateway and it other services already a mature system that lots of ppl been using everyday. In my opinion if want to buyshare that expose to fintech and little bit of cryptcurt and still a business fundamentally good. PayPal is top pick.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023958708","repostId":"2236293572","repostType":4,"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9067386590,"gmtCreate":1652408712210,"gmtModify":1676535095292,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"htmlText":"Patients waiting for more opportunity... very close now... very excited","listText":"Patients waiting for more opportunity... very close now... very excited","text":"Patients waiting for more opportunity... very close now... very excited","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067386590","repostId":"1119190100","repostType":4,"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9064967731,"gmtCreate":1652270683223,"gmtModify":1676535065296,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"htmlText":"Watever happen if Apple drop below 140 I just keep buying","listText":"Watever happen if Apple drop below 140 I just keep buying","text":"Watever happen if Apple drop below 140 I just keep buying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9064967731","repostId":"2234662717","repostType":4,"repost":{"id":"2234662717","pubTimestamp":1652281819,"share":"https://ttm.financial/m/news/2234662717?lang=&edition=fundamental","pubTime":"2022-05-11 23:10","market":"us","language":"en","title":"Can Apple Stock Weather This Storm In The Markets?","url":"https://stock-news.laohu8.com/highlight/detail?id=2234662717","media":"TheStreet","summary":"The S&P 500 is approaching bear market territory. Is Apple stock a good place to hide, should the br","content":"<html><head></head><body><p>The S&amp;P 500 is approaching bear market territory. Is Apple stock a good place to hide, should the broad market dip further from here?</p><p>The stock markets have decisively turned south. As of the writing of this sentence, both the S&amp;P 500 and Apple stock have corrected around 15% from their respective peaks reached early in January 2022.</p><p>As the S&amp;P 500 approaches bear territory (i.e., a 20%-plus decline, something that has happened only once in the past decade), I ask the question: can AAPL endure the upcoming selloff better than other stocks?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4797cf9c26621e8daaab0233dd55a0fe\" tg-width=\"1240\" tg-height=\"827\" referrerpolicy=\"no-referrer\"/><span>Figure 1: Can Apple Stock Weather This Storm In The Markets?</span></p><p><b>AAPL: outperformer in distressed times?</b></p><p>From a business perspective, Apple seems to be performing well, regardless of unfavorable macroeconomic forces and despite supply chain issues.</p><p>Some even argue that the Cupertino company can do better than the average company in times like these. This is because of world-class supply chain management, along with peak demand and brand appreciation that should help to protect Apple’s pricing power.</p><p>This may help to explain why Apple has not lost too much of its market value since reaching a January 2022 peak — at least compared to other stocks. While Amazon, Alphabet and Microsoft have been down at least 20% so far this year, Apple has declined “only” 15%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/716135f2470f0f70634dbdf0c87cef35\" tg-width=\"1103\" tg-height=\"572\" referrerpolicy=\"no-referrer\"/><span>Figure 2: FAAMG performance year-to-date.</span></p><p><b>The apple does not fall far from the tree</b></p><p>The above is the more qualitative, bullish take on Apple stock. But there is also the more quantitative and less upbeat perspective.</p><p>First, Apple’s valuations remain fairly rich. The current-year P/E of nearly 26 times is quite high compared to the S&amp;P 500’s multiple of 17.5 times — historically, Apple’s earnings ratio has been consistently lower than the broad market’s.</p><p>Most high-valuation stocks have fallen off a cliff lately. Many of the uber-growth, richly valued names that would be natural candidates for one of Cathie Wood’s ARK portfolio, for example, have already lost at least half of their peak market values. Could AAPL be next?</p><p>Second, Apple stock has historically been pretty sensitive to broad market movements. AAPL’s beta is +1.2,which means that the share price should be reasonably expected to move 20% (or 0.2 times) more than the S&amp;P 500 in either direction.</p><p>Therefore, should the broad index tank, history suggests that Apple may also sell off, except even more sharply — that is, the apple does not usually fall far from the tree. Take the four bear and quasi-bear markets since 2000:</p><ul><li>Early 2000s: the S&amp;P 500 dipped as much as 47%, while AAPL sank 82%.</li><li>2008-09 financial crisis: the S&amp;P 500 dipped 55%, while AAPL dropped 61%.</li><li>Quasi-bear of Q4’18: the S&amp;P 500 dipped 19.8%, while AAPL shrunk 38%.</li><li>2020 COVID bear: the S&amp;P 500 dipped 34%, and AAPL did better at 31%.</li></ul></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>Can Apple Stock Weather This Storm In The Markets?</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\">\nCan Apple Stock Weather This Storm In The Markets?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-11 23:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/can-apple-stock-weather-this-storm-in-the-markets><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 is approaching bear market territory. Is Apple stock a good place to hide, should the broad market dip further from here?The stock markets have decisively turned south. As of the writing ...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/can-apple-stock-weather-this-storm-in-the-markets\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/can-apple-stock-weather-this-storm-in-the-markets","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2234662717","content_text":"The S&P 500 is approaching bear market territory. Is Apple stock a good place to hide, should the broad market dip further from here?The stock markets have decisively turned south. As of the writing of this sentence, both the S&P 500 and Apple stock have corrected around 15% from their respective peaks reached early in January 2022.As the S&P 500 approaches bear territory (i.e., a 20%-plus decline, something that has happened only once in the past decade), I ask the question: can AAPL endure the upcoming selloff better than other stocks?Figure 1: Can Apple Stock Weather This Storm In The Markets?AAPL: outperformer in distressed times?From a business perspective, Apple seems to be performing well, regardless of unfavorable macroeconomic forces and despite supply chain issues.Some even argue that the Cupertino company can do better than the average company in times like these. This is because of world-class supply chain management, along with peak demand and brand appreciation that should help to protect Apple’s pricing power.This may help to explain why Apple has not lost too much of its market value since reaching a January 2022 peak — at least compared to other stocks. While Amazon, Alphabet and Microsoft have been down at least 20% so far this year, Apple has declined “only” 15%.Figure 2: FAAMG performance year-to-date.The apple does not fall far from the treeThe above is the more qualitative, bullish take on Apple stock. But there is also the more quantitative and less upbeat perspective.First, Apple’s valuations remain fairly rich. The current-year P/E of nearly 26 times is quite high compared to the S&P 500’s multiple of 17.5 times — historically, Apple’s earnings ratio has been consistently lower than the broad market’s.Most high-valuation stocks have fallen off a cliff lately. Many of the uber-growth, richly valued names that would be natural candidates for one of Cathie Wood’s ARK portfolio, for example, have already lost at least half of their peak market values. Could AAPL be next?Second, Apple stock has historically been pretty sensitive to broad market movements. AAPL’s beta is +1.2,which means that the share price should be reasonably expected to move 20% (or 0.2 times) more than the S&P 500 in either direction.Therefore, should the broad index tank, history suggests that Apple may also sell off, except even more sharply — that is, the apple does not usually fall far from the tree. Take the four bear and quasi-bear markets since 2000:Early 2000s: the S&P 500 dipped as much as 47%, while AAPL sank 82%.2008-09 financial crisis: the S&P 500 dipped 55%, while AAPL dropped 61%.Quasi-bear of Q4’18: the S&P 500 dipped 19.8%, while AAPL shrunk 38%.2020 COVID bear: the S&P 500 dipped 34%, and AAPL did better at 31%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032799612,"gmtCreate":1647438533398,"gmtModify":1676534229936,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"htmlText":"As long as US and China partnership improve else any speculation will just short live.&nbsp;this hike can easily wipe off tomorrow.&nbsp;","listText":"As long as US and China partnership improve else any speculation will just short live.&nbsp;this hike can easily wipe off tomorrow.&nbsp;","text":"As long as US and China partnership improve else any speculation will just short live. this hike can easily wipe off tomorrow.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032799612","repostId":"1149772623","repostType":4,"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581566731796468","authorId":"3581566731796468","name":"Mylo","avatar":"https://static.itradeup.com/news/affe05041ddcf5778611f79e37451735","crmLevel":2,"crmLevelSwitch":0,"idStr":"3581566731796468","authorIdStr":"3581566731796468"},"content":"Hopefully all good n move up fast","text":"Hopefully all good n move up fast","html":"Hopefully all good n move up fast"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860831584,"gmtCreate":1632150630348,"gmtModify":1676530712604,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"htmlText":"Follow in to see what pans out","listText":"Follow in to see what pans out","text":"Follow in to see what pans out","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/860831584","repostId":"1194891884","repostType":4,"repost":{"id":"1194891884","pubTimestamp":1632091615,"share":"https://ttm.financial/m/news/1194891884?lang=&edition=fundamental","pubTime":"2021-09-20 06:46","market":"us","language":"en","title":"Nike, Costco, FedEx, Salesforce, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1194891884","media":"Barrons","summary":"The main event this week will be the Federal Reserve’s September policy meeting. Investors will also","content":"<p>The main event this week will be the Federal Reserve’s September policy meeting. Investors will also be watching for several corporate earnings releases, investor days, and the latest economic data.</p>\n<p>Lennar reports quarterly earnings on Monday, followed by results from Adobe, AutoZone, and FedEx on Tuesday. General Mills goes on Wednesday, then Nike, Accenture, Costco Wholesale, and Darden Restaurants report&nbsp;on Thursday. Investor days this week include&nbsp;Biogen on Tuesday,&nbsp;Weyerhaeuser on Wednesday, and&nbsp;Salesforce.com on Thursday.</p>\n<p>The Federal Reserve’s monetary policy committee meets on Tuesday and Wednesday this week. The central bank is unlikely&nbsp;to change its target interest rate range, but could give an update on its plans to begin reducing its monthly asset purchases. Wednesday afternoon’s&nbsp;press conference with Fed chair Jerome Powell will be closely&nbsp;watched.</p>\n<p>Economic data out this week include the Conference Board’s Leading Economic Index for August on Thursday. There will also be several updates on the U.S. housing market including the National Association of Home Builders’ Housing Market Index for September on Monday, the Census Bureau’s new residential construction data for August on Tuesday, and the National Association of Realtors’&nbsp;existing-home sales for August on Wednesday.</p>\n<p><b>Monday 9/20</b></p>\n<p>Lennar reports third-quarter fiscal-2021 results.</p>\n<p>Merck presents data on its portfolio of cancer drugs, in conjunction with the European Society for Medical Oncology’s 2021 Congress.</p>\n<p><b>The National Association</b>&nbsp;of Home Builders releases its Housing Market Index for September. Economists forecast a 73 reading, two points below August’s figure, which was the lowest in more than a year.</p>\n<p><b>Tuesday 9/21</b></p>\n<p>Adobe, AutoZone, and FedEx release earnings.</p>\n<p>Biogen hosts an investor day to discuss its pipeline of neuroscience therapeutics.</p>\n<p><b>The Census Bureau</b>&nbsp;reports on new residential construction for August. Consensus estimate is for a seasonally adjusted annual rate of 1.55 million housing starts, 1% higher than the July level. Housing starts are down from their post–financial crisis peak of 1.725 million, reached in March of this year.</p>\n<p><b>Wednesday 9/22</b></p>\n<p><b>The FOMC announces</b>&nbsp;its monetary-policy decision. The Federal Reserve is likely to keep the federal-funds rate unchanged at near zero, but might signal that it will pare its asset purchases later this year.</p>\n<p>General Mills reports first-quarter fiscal-2022 results.</p>\n<p>Boston Scientific,Weyerhaeuser, and&nbsp;Yum China Holdings&nbsp;host their 2021 investor days.</p>\n<p><b>TheBank of Japan</b>&nbsp;announces its monetary-policy decision. The BOJ is widely expected to keep its key short-term interest rate unchanged at minus 0.1%, as Tokyo and other regions remain in a state of emergency through the end of September due to the Covid-19 Delta variant.</p>\n<p><b>The National Association</b>&nbsp;of Realtors reports existing-home sales for August. Expectations are for a seasonally adjusted annual rate of 578,000 homes sold, down 3.5%&nbsp;from July’s 599,000.</p>\n<p><b>Thursday 9/23</b></p>\n<p>Accenture, Costco Wholesale, Darden Restaurants, and Nike hold conference calls to discuss their quarterly results.</p>\n<p>Salesforce.com holds its 2021 investor day. CEO Marc Benioff and Slack CEO Stewart Butterfield will be among the participants. Salesforce completed its $28 billion acquisition of Slack this summer.</p>\n<p><b>The Conference Board</b>&nbsp;releases its Leading Economic Index for August. Economists forecast a 0.5% month-over-month rise, after a 0.9% increase in July. The Conference Board currently projects 6% gross-domestic-product growth for 2021, and 4% for 2022.</p>\n<p><b>Friday 9/24</b></p>\n<p>Kansas City Southernhosts a special shareholder meeting to vote on a proposed merger withCanadian Pacific Railway.</p>","source":"lsy1601382232898","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, Costco, FedEx, Salesforce, and Other Stocks for Investors 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, Costco, FedEx, Salesforce, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-20 06:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nike-costco-fedex-salesforce-and-other-stocks-for-investors-to-watch-this-week-51632078208?mod=hp_LEAD_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The main event this week will be the Federal Reserve’s September policy meeting. Investors will also be watching for several corporate earnings releases, investor days, and the latest economic data.\n...</p>\n\n<a href=\"https://www.barrons.com/articles/nike-costco-fedex-salesforce-and-other-stocks-for-investors-to-watch-this-week-51632078208?mod=hp_LEAD_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FDX":"联邦快递","COST":"好市多","ADBE":"Adobe",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","CRM":"赛富时",".DJI":"道琼斯","NKE":"耐克"},"source_url":"https://www.barrons.com/articles/nike-costco-fedex-salesforce-and-other-stocks-for-investors-to-watch-this-week-51632078208?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194891884","content_text":"The main event this week will be the Federal Reserve’s September policy meeting. Investors will also be watching for several corporate earnings releases, investor days, and the latest economic data.\nLennar reports quarterly earnings on Monday, followed by results from Adobe, AutoZone, and FedEx on Tuesday. General Mills goes on Wednesday, then Nike, Accenture, Costco Wholesale, and Darden Restaurants report on Thursday. Investor days this week include Biogen on Tuesday, Weyerhaeuser on Wednesday, and Salesforce.com on Thursday.\nThe Federal Reserve’s monetary policy committee meets on Tuesday and Wednesday this week. The central bank is unlikely to change its target interest rate range, but could give an update on its plans to begin reducing its monthly asset purchases. Wednesday afternoon’s press conference with Fed chair Jerome Powell will be closely watched.\nEconomic data out this week include the Conference Board’s Leading Economic Index for August on Thursday. There will also be several updates on the U.S. housing market including the National Association of Home Builders’ Housing Market Index for September on Monday, the Census Bureau’s new residential construction data for August on Tuesday, and the National Association of Realtors’ existing-home sales for August on Wednesday.\nMonday 9/20\nLennar reports third-quarter fiscal-2021 results.\nMerck presents data on its portfolio of cancer drugs, in conjunction with the European Society for Medical Oncology’s 2021 Congress.\nThe National Association of Home Builders releases its Housing Market Index for September. Economists forecast a 73 reading, two points below August’s figure, which was the lowest in more than a year.\nTuesday 9/21\nAdobe, AutoZone, and FedEx release earnings.\nBiogen hosts an investor day to discuss its pipeline of neuroscience therapeutics.\nThe Census Bureau reports on new residential construction for August. Consensus estimate is for a seasonally adjusted annual rate of 1.55 million housing starts, 1% higher than the July level. Housing starts are down from their post–financial crisis peak of 1.725 million, reached in March of this year.\nWednesday 9/22\nThe FOMC announces its monetary-policy decision. The Federal Reserve is likely to keep the federal-funds rate unchanged at near zero, but might signal that it will pare its asset purchases later this year.\nGeneral Mills reports first-quarter fiscal-2022 results.\nBoston Scientific,Weyerhaeuser, and Yum China Holdings host their 2021 investor days.\nTheBank of Japan announces its monetary-policy decision. The BOJ is widely expected to keep its key short-term interest rate unchanged at minus 0.1%, as Tokyo and other regions remain in a state of emergency through the end of September due to the Covid-19 Delta variant.\nThe National Association of Realtors reports existing-home sales for August. Expectations are for a seasonally adjusted annual rate of 578,000 homes sold, down 3.5% from July’s 599,000.\nThursday 9/23\nAccenture, Costco Wholesale, Darden Restaurants, and Nike hold conference calls to discuss their quarterly results.\nSalesforce.com holds its 2021 investor day. CEO Marc Benioff and Slack CEO Stewart Butterfield will be among the participants. Salesforce completed its $28 billion acquisition of Slack this summer.\nThe Conference Board releases its Leading Economic Index for August. Economists forecast a 0.5% month-over-month rise, after a 0.9% increase in July. The Conference Board currently projects 6% gross-domestic-product growth for 2021, and 4% for 2022.\nFriday 9/24\nKansas City Southernhosts a special shareholder meeting to vote on a proposed merger withCanadian Pacific Railway.","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":315870521815320,"gmtCreate":1718148164586,"gmtModify":1718148169136,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"htmlText":"AI existed in our daily life ages ago and recently AI usage in our daily software and daily activity increased. however AI had not just going to take off in our personal daily life it already started take parts in business and organisation activities and processes rapidly. Eg human resource processes and some other labour intensive processes in the business operation. For older generation of software engineer and architecture that follow the forefront of tech changes actually have no surprise at all to the word AI, OpenAI etc etc all this existed it all just recent yr put under magnifying glass as a topic in share market. Ride the train while still on full steam. It will eventually slowdown back to norm","listText":"AI existed in our daily life ages ago and recently AI usage in our daily software and daily activity increased. however AI had not just going to take off in our personal daily life it already started take parts in business and organisation activities and processes rapidly. Eg human resource processes and some other labour intensive processes in the business operation. For older generation of software engineer and architecture that follow the forefront of tech changes actually have no surprise at all to the word AI, OpenAI etc etc all this existed it all just recent yr put under magnifying glass as a topic in share market. Ride the train while still on full steam. It will eventually slowdown back to norm","text":"AI existed in our daily life ages ago and recently AI usage in our daily software and daily activity increased. however AI had not just going to take off in our personal daily life it already started take parts in business and organisation activities and processes rapidly. Eg human resource processes and some other labour intensive processes in the business operation. For older generation of software engineer and architecture that follow the forefront of tech changes actually have no surprise at all to the word AI, OpenAI etc etc all this existed it all just recent yr put under magnifying glass as a topic in share market. Ride the train while still on full steam. It will eventually slowdown back to norm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/315870521815320","isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945110554,"gmtCreate":1681400900878,"gmtModify":1681400904894,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945110554","repostId":"1149609772","repostType":2,"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053151701,"gmtCreate":1654503235603,"gmtModify":1676535458750,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"htmlText":"Lol Elon now like to play god.","listText":"Lol Elon now like to play god.","text":"Lol Elon now like to play god.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053151701","repostId":"1164055587","repostType":2,"repost":{"id":"1164055587","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":1654502981,"share":"https://ttm.financial/m/news/1164055587?lang=&edition=fundamental","pubTime":"2022-06-06 16:09","market":"us","language":"en","title":"Tesla Stock Rises 4% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1164055587","media":"Tiger Newspress","summary":"Musk says EV maker’s total headcount to rise despite cuts","content":"<html><head></head><body><p>Tesla Stock Rises 4% in Premarket Trading.</p><p>Musk on Saturday tweeted that Tesla’s total workforce would grow, even as the number of salaried workers remains broadly the same.</p><p><img src=\"https://static.tigerbbs.com/a6aab03e9c734790d30abf4b6bebd6c5\" tg-width=\"899\" tg-height=\"669\" width=\"100%\" height=\"auto\"/></p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Inc.</a> Chief Executive Officer Elon Musk sent staff, investors and electric-car watchers on a three-day rollercoaster with conflicting messages about potential job cuts, underlining the sometimes erratic nature of his leadership and muddying the automaker’s outlook.</p><p>Musk on Saturday tweeted that Tesla’s total workforce would grow, even as the number of salaried workers remains broadly the same. That followed his Friday message to employees that 10% of salaried workers would lose their jobs. According to people who received the memo, Musk said Tesla is overstaffed in some areas, though the cuts won’t apply to people who assemble cars or battery packs.</p><p>His apparent attempt to soften the blow for Tesla’s some 100,000-strong workforce added to confusion for shareholders and observers looking for signs of an electric-car slowdown. The automaker’s stock slumped 9.2% on Friday as news of the job cuts emerged. Reuters earlier reported that Musk told some Tesla executives he was reducing staff because he had a “super bad feeling” about the economy.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Rises 4% in Premarket 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\">\nTesla Stock Rises 4% in Premarket 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\">2022-06-06 16:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla Stock Rises 4% in Premarket Trading.</p><p>Musk on Saturday tweeted that Tesla’s total workforce would grow, even as the number of salaried workers remains broadly the same.</p><p><img src=\"https://static.tigerbbs.com/a6aab03e9c734790d30abf4b6bebd6c5\" tg-width=\"899\" tg-height=\"669\" width=\"100%\" height=\"auto\"/></p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Inc.</a> Chief Executive Officer Elon Musk sent staff, investors and electric-car watchers on a three-day rollercoaster with conflicting messages about potential job cuts, underlining the sometimes erratic nature of his leadership and muddying the automaker’s outlook.</p><p>Musk on Saturday tweeted that Tesla’s total workforce would grow, even as the number of salaried workers remains broadly the same. That followed his Friday message to employees that 10% of salaried workers would lose their jobs. According to people who received the memo, Musk said Tesla is overstaffed in some areas, though the cuts won’t apply to people who assemble cars or battery packs.</p><p>His apparent attempt to soften the blow for Tesla’s some 100,000-strong workforce added to confusion for shareholders and observers looking for signs of an electric-car slowdown. The automaker’s stock slumped 9.2% on Friday as news of the job cuts emerged. Reuters earlier reported that Musk told some Tesla executives he was reducing staff because he had a “super bad feeling” about the economy.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164055587","content_text":"Tesla Stock Rises 4% in Premarket Trading.Musk on Saturday tweeted that Tesla’s total workforce would grow, even as the number of salaried workers remains broadly the same.Tesla Inc. Chief Executive Officer Elon Musk sent staff, investors and electric-car watchers on a three-day rollercoaster with conflicting messages about potential job cuts, underlining the sometimes erratic nature of his leadership and muddying the automaker’s outlook.Musk on Saturday tweeted that Tesla’s total workforce would grow, even as the number of salaried workers remains broadly the same. That followed his Friday message to employees that 10% of salaried workers would lose their jobs. According to people who received the memo, Musk said Tesla is overstaffed in some areas, though the cuts won’t apply to people who assemble cars or battery packs.His apparent attempt to soften the blow for Tesla’s some 100,000-strong workforce added to confusion for shareholders and observers looking for signs of an electric-car slowdown. The automaker’s stock slumped 9.2% on Friday as news of the job cuts emerged. Reuters earlier reported that Musk told some Tesla executives he was reducing staff because he had a “super bad feeling” about the economy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000250498,"gmtCreate":1640217792637,"gmtModify":1676533507795,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"htmlText":"That not good. But apple can always sell throughonline.&nbsp;","listText":"That not good. But apple can always sell throughonline.&nbsp;","text":"That not good. But apple can always sell throughonline.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000250498","repostId":"1179452486","repostType":4,"repost":{"id":"1179452486","pubTimestamp":1640217685,"share":"https://ttm.financial/m/news/1179452486?lang=&edition=fundamental","pubTime":"2021-12-23 08:01","market":"us","language":"en","title":"Apple Shuts at Least Seven Stores Since Tuesday Amid Covid Surge","url":"https://stock-news.laohu8.com/highlight/detail?id=1179452486","media":"Bloomberg","summary":"At least eight other stores have recently shut and reopened\nCompany offering free same-day delivery ","content":"<ul>\n <li>At least eight other stores have recently shut and reopened</li>\n <li>Company offering free same-day delivery until Christmas Eve</li>\n</ul>\n<p>Apple Inc.&nbsp;temporarily shuttered at least seven retail stores in the U.S. and Canada over the past day as Covid-19 cases among employees surge.</p>\n<p>Since Tuesday, Apple has closed the following locations:</p>\n<ul>\n <li>Dadeland in Miami</li>\n <li>The Gardens Mall in Palm Beach</li>\n <li>Lenox Square in Atlanta</li>\n <li>Highland Village in Houston</li>\n <li>Summit Mall in Ohio</li>\n <li>Pheasant Lane in New Hampshire</li>\n <li>Sainte-Catherine in Montreal</li>\n</ul>\n<p>Apple, based in Cupertino, California, typically shuts down a retail store when around 10% of staff members test positive for Covid-19.</p>\n<p>Such closures have become increasingly routine in recent weeks. Before the latest round, Apple&nbsp;shut and reopened&nbsp;eight additional locations, including stores in Texas, Maryland, Hawaii, Ohio and Ottawa. The closures typically lasted a few days each. A ninth closed store -- Lincoln Road in Miami Beach -- remains shut. In August, Apple also temporarily closed a location in Charleston, South Carolina.</p>\n<p>“We regularly monitor conditions, and we will adjust our health measures to support the well-being of customers and employees,” Apple said in a statement. “We remain committed to a comprehensive approach for our teams that combines regular testing with daily health checks, employee and customer masking, deep cleaning and paid sick leave.”</p>\n<p>Apple has previously said that all its workers are tested regularly and that it only reopens stores once each employee is tested again.</p>\n<p>As Covid-19 case numbers and the omicron variant surge across the world, Apple has started to limit occupancy inside of its retail stores to promote social distancing. It has&nbsp;also restored its mask mandate&nbsp;across all U.S. stores and has once again put in plexiglass dividers to protect employees.</p>\n<p>At the same time, Apple added an incentive to order online. On Wednesday, the company rolled out free two-hour delivery for its products in “most metro areas.” The deal runs through Dec. 24. That shipping option normally costs $9.</p>","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>Apple Shuts at Least Seven Stores Since Tuesday Amid Covid Surge</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\">\nApple Shuts at Least Seven Stores Since Tuesday Amid Covid Surge\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-23 08:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-12-22/apple-shuts-at-least-seven-stores-since-tuesday-amid-covid-surge?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>At least eight other stores have recently shut and reopened\nCompany offering free same-day delivery until Christmas Eve\n\nApple Inc. temporarily shuttered at least seven retail stores in the U.S. and ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-12-22/apple-shuts-at-least-seven-stores-since-tuesday-amid-covid-surge?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.bloomberg.com/news/articles/2021-12-22/apple-shuts-at-least-seven-stores-since-tuesday-amid-covid-surge?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179452486","content_text":"At least eight other stores have recently shut and reopened\nCompany offering free same-day delivery until Christmas Eve\n\nApple Inc. temporarily shuttered at least seven retail stores in the U.S. and Canada over the past day as Covid-19 cases among employees surge.\nSince Tuesday, Apple has closed the following locations:\n\nDadeland in Miami\nThe Gardens Mall in Palm Beach\nLenox Square in Atlanta\nHighland Village in Houston\nSummit Mall in Ohio\nPheasant Lane in New Hampshire\nSainte-Catherine in Montreal\n\nApple, based in Cupertino, California, typically shuts down a retail store when around 10% of staff members test positive for Covid-19.\nSuch closures have become increasingly routine in recent weeks. Before the latest round, Apple shut and reopened eight additional locations, including stores in Texas, Maryland, Hawaii, Ohio and Ottawa. The closures typically lasted a few days each. A ninth closed store -- Lincoln Road in Miami Beach -- remains shut. In August, Apple also temporarily closed a location in Charleston, South Carolina.\n“We regularly monitor conditions, and we will adjust our health measures to support the well-being of customers and employees,” Apple said in a statement. “We remain committed to a comprehensive approach for our teams that combines regular testing with daily health checks, employee and customer masking, deep cleaning and paid sick leave.”\nApple has previously said that all its workers are tested regularly and that it only reopens stores once each employee is tested again.\nAs Covid-19 case numbers and the omicron variant surge across the world, Apple has started to limit occupancy inside of its retail stores to promote social distancing. It has also restored its mask mandate across all U.S. stores and has once again put in plexiglass dividers to protect employees.\nAt the same time, Apple added an incentive to order online. On Wednesday, the company rolled out free two-hour delivery for its products in “most metro areas.” The deal runs through Dec. 24. That shipping option normally costs $9.","news_type":1},"isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963957600,"gmtCreate":1668573988401,"gmtModify":1676538078748,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963957600","repostId":"2283242141","repostType":2,"repost":{"id":"2283242141","pubTimestamp":1668569026,"share":"https://ttm.financial/m/news/2283242141?lang=&edition=fundamental","pubTime":"2022-11-16 11:23","market":"us","language":"en","title":"Taiwan Semiconductor: Warren Buffett Is Right On The Money","url":"https://stock-news.laohu8.com/highlight/detail?id=2283242141","media":"Seeking Alpha","summary":"Warren Buffett's Berkshire Hathaway Inc. (BRK.A, BRK.B) recently purchased $4.1 billion worth of sha","content":"<html><head></head><body><p>Warren Buffett&#39;s Berkshire Hathaway Inc. (BRK.A, BRK.B) recently purchased $4.1 billion worth of shares of $Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) (&#34;TSMC&#34;), as shown in its Q3 13F filing. While Buffett is not exactly the most tech-savvy investor, and the decision could&#39;ve been made by his top lieutenants Todd Combs and Ted Weschler, Buffett is very well known as a value investor who knows how to spot companies with favorable long-term prospects, strong financials, and an attractive valuation. Let&#39;s go through each of these qualities to understand why TSMC made Berkshire&#39;s buy list.</p><h2>1. Favorable long-term prospects</h2><p>TSMC is the world&#39;s largest contract chip manufacturer and commands over 55% of the foundry market. At the leading edge, TSMC is the undisputed leader (competitive analysis here), with an 85% market share in the 7nm process node and 90% in the 5nm process. The most advanced 3nm process is already in volume production in the current quarter, with revenue contribution expected in 2023 (3Q22 earnings analysis here). Should its closest competitor Samsung (OTCPK:SSNLF) continue to struggle with yield issues at the most leading edge, TSMC could virtually have a monopoly in the 3nm process node, where Apple (AAPL) is expected to be the first major customer.</p><p>While the industry is currently going through an inventory correction phase where smartphone and PC customers have been cutting orders, TSMC&#39;s technology leadership puts the company in a favorable spot to benefit from the secular trend towards higher silicon content in almost all digital devices, from laptops to server network processors. In 2022, the HPC platform as a percentage of total revenue exceeded the Smartphone platform for the first time in Q1.</p><p>Despite Gartner forecasts that the semiconductor industry will contract by 2.5% in 2023, TSMC sees 2023 as a growth year given that HPC is expected to be the major growth driver thanks to applications in AI, 5G, datacenters, smart cars, VR/AR, and connected devices. While the Automotive platform is still early at 5% of TSMC&#39;s revenue, this could potentially become a meaningful growth contributor as automakers embrace more semiconductor chips in the transition towards electric vehicles (&#34;EVs&#34;). All told, digital transformation is here to stay post-Covid, and the demand for higher silicon content and faster computing power remains a structural vs. cyclical tailwind for TSMC.</p><h2>2. Strong financials</h2><p>TSMC is an extremely well-managed business with a strong margin profile and a solid balance sheet. As an industry-leader in semiconductor manufacturing, TSMC boasts an average gross margin of 50% over the last 5 years and is expected to deliver GM of 55% in 2022. While management&#39;s longer-term GM target of 53%+ may face some downward pressure in 2023 due to higher N3 depreciation (2-3% impact) and lower N7 capacity utilization amidst inventory adjustments in the consumer electronics market, anywhere above 50% in the current down cycle is highly respectable.</p><p>During the 2008 financial crisis, TSMC was able to maintain a very strong margin profile where GM fell just 1.5 points from 44% in 2007 to 42.5% in 2008 and subsequently recovered to 43.7% in 2009 and 49.4% in 2010. On the bottom line, net margin fell from 33.8% in 2007 to 30% in 2008/09, but saw a strong recovery to 38.5% in 2010. While history does not guarantee future results, it should give investors a sense of how TSMC will manage through the next recession.</p><p>Turning to the balance sheet, TSMC is by no means an asset-light business considering hard assets (net property, plant &amp; equipment) make up 55% of total assets. While chip manufacturing is a capital-intensive activity where tens of billions must be spent on developing new technology and building new capacity, TSMC has historically maintained a highly liquid balance sheet where cash easily represents over 25% of total asset. The company also exited Q3 with $47 billion in cash and short-term investments against $27 billion in total debt. Needless to say, TSMC is in an extremely strong financial position as the industry enters a downturn.</p><h2>3. Attractive valuation</h2><p>Let me start this section by asking how many companies can be the absolute leaders in their respective space, command a 50%+/35%+ gross/net margin, own a fortress balance sheet, yet still trade at a significant discount to peers? The answer is not many, and TSMC certainly belongs to the list. Prior to Berkshire&#39;s disclosure, TSMC was trading at 12x 2023 consensus EPS of $6.00, which is a massive discount to Western semiconductor names like ASML (ASML)/Nvidia (NVDA)/AMD (AMD)/Intel (INTC) at 30x/37x/20x/15x.</p><h2>Conclusion</h2><p>Warren Buffett is famously known for buying companies with favorable long-term prospects, strong profitability, a healthy balance sheet, and an attractive valuation. TSMC deservedly passed all the tests when shares suffered a massive selloff in Q3, and it&#39;s my view that Berkshire Hathaway will be handsomely rewarded once the market gets through the current industry downturn and fears over the geopolitical side of the story.</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>Taiwan Semiconductor: Warren Buffett Is Right On The Money</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTaiwan Semiconductor: Warren Buffett Is Right On The Money\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-16 11:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4558091-taiwan-semiconductor-warren-buffett-is-right-on-the-money><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett's Berkshire Hathaway Inc. (BRK.A, BRK.B) recently purchased $4.1 billion worth of shares of $Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) (\"TSMC\"), as shown in its Q3 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4558091-taiwan-semiconductor-warren-buffett-is-right-on-the-money\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","TSM":"台积电"},"source_url":"https://seekingalpha.com/article/4558091-taiwan-semiconductor-warren-buffett-is-right-on-the-money","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2283242141","content_text":"Warren Buffett's Berkshire Hathaway Inc. (BRK.A, BRK.B) recently purchased $4.1 billion worth of shares of $Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) (\"TSMC\"), as shown in its Q3 13F filing. While Buffett is not exactly the most tech-savvy investor, and the decision could've been made by his top lieutenants Todd Combs and Ted Weschler, Buffett is very well known as a value investor who knows how to spot companies with favorable long-term prospects, strong financials, and an attractive valuation. Let's go through each of these qualities to understand why TSMC made Berkshire's buy list.1. Favorable long-term prospectsTSMC is the world's largest contract chip manufacturer and commands over 55% of the foundry market. At the leading edge, TSMC is the undisputed leader (competitive analysis here), with an 85% market share in the 7nm process node and 90% in the 5nm process. The most advanced 3nm process is already in volume production in the current quarter, with revenue contribution expected in 2023 (3Q22 earnings analysis here). Should its closest competitor Samsung (OTCPK:SSNLF) continue to struggle with yield issues at the most leading edge, TSMC could virtually have a monopoly in the 3nm process node, where Apple (AAPL) is expected to be the first major customer.While the industry is currently going through an inventory correction phase where smartphone and PC customers have been cutting orders, TSMC's technology leadership puts the company in a favorable spot to benefit from the secular trend towards higher silicon content in almost all digital devices, from laptops to server network processors. In 2022, the HPC platform as a percentage of total revenue exceeded the Smartphone platform for the first time in Q1.Despite Gartner forecasts that the semiconductor industry will contract by 2.5% in 2023, TSMC sees 2023 as a growth year given that HPC is expected to be the major growth driver thanks to applications in AI, 5G, datacenters, smart cars, VR/AR, and connected devices. While the Automotive platform is still early at 5% of TSMC's revenue, this could potentially become a meaningful growth contributor as automakers embrace more semiconductor chips in the transition towards electric vehicles (\"EVs\"). All told, digital transformation is here to stay post-Covid, and the demand for higher silicon content and faster computing power remains a structural vs. cyclical tailwind for TSMC.2. Strong financialsTSMC is an extremely well-managed business with a strong margin profile and a solid balance sheet. As an industry-leader in semiconductor manufacturing, TSMC boasts an average gross margin of 50% over the last 5 years and is expected to deliver GM of 55% in 2022. While management's longer-term GM target of 53%+ may face some downward pressure in 2023 due to higher N3 depreciation (2-3% impact) and lower N7 capacity utilization amidst inventory adjustments in the consumer electronics market, anywhere above 50% in the current down cycle is highly respectable.During the 2008 financial crisis, TSMC was able to maintain a very strong margin profile where GM fell just 1.5 points from 44% in 2007 to 42.5% in 2008 and subsequently recovered to 43.7% in 2009 and 49.4% in 2010. On the bottom line, net margin fell from 33.8% in 2007 to 30% in 2008/09, but saw a strong recovery to 38.5% in 2010. While history does not guarantee future results, it should give investors a sense of how TSMC will manage through the next recession.Turning to the balance sheet, TSMC is by no means an asset-light business considering hard assets (net property, plant & equipment) make up 55% of total assets. While chip manufacturing is a capital-intensive activity where tens of billions must be spent on developing new technology and building new capacity, TSMC has historically maintained a highly liquid balance sheet where cash easily represents over 25% of total asset. The company also exited Q3 with $47 billion in cash and short-term investments against $27 billion in total debt. Needless to say, TSMC is in an extremely strong financial position as the industry enters a downturn.3. Attractive valuationLet me start this section by asking how many companies can be the absolute leaders in their respective space, command a 50%+/35%+ gross/net margin, own a fortress balance sheet, yet still trade at a significant discount to peers? The answer is not many, and TSMC certainly belongs to the list. Prior to Berkshire's disclosure, TSMC was trading at 12x 2023 consensus EPS of $6.00, which is a massive discount to Western semiconductor names like ASML (ASML)/Nvidia (NVDA)/AMD (AMD)/Intel (INTC) at 30x/37x/20x/15x.ConclusionWarren Buffett is famously known for buying companies with favorable long-term prospects, strong profitability, a healthy balance sheet, and an attractive valuation. TSMC deservedly passed all the tests when shares suffered a massive selloff in Q3, and it's my view that Berkshire Hathaway will be handsomely rewarded once the market gets through the current industry downturn and fears over the geopolitical side of the story.","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035397552,"gmtCreate":1647504597246,"gmtModify":1676534238529,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"htmlText":"Only one day&nbsp;[LOL]&nbsp; then out of puff?","listText":"Only one day&nbsp;[LOL]&nbsp; then out of puff?","text":"Only one day [LOL] then out of puff?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035397552","repostId":"1110565349","repostType":2,"repost":{"id":"1110565349","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":1647504187,"share":"https://ttm.financial/m/news/1110565349?lang=&edition=fundamental","pubTime":"2022-03-17 16:03","market":"us","language":"en","title":"Some Chinese ADRs Slipped in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1110565349","media":"Tiger Newspress","summary":"Alibaba, Nio, Li Auto, Baidu, Bilibili, Douyu and iQiyi fell between 1% and 7%.","content":"<html><head></head><body><p>Alibaba, Nio, Li Auto, Baidu, Bilibili, Douyu and iQiyi fell between 1% and 7%.<img src=\"https://static.tigerbbs.com/a7556c27b1ff227965d95ce725a71d06\" tg-width=\"583\" tg-height=\"710\" width=\"100%\" height=\"auto\"/></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>Some Chinese ADRs Slipped in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSome Chinese ADRs Slipped in Premarket 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\">2022-03-17 16:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Alibaba, Nio, Li Auto, Baidu, Bilibili, Douyu and iQiyi fell between 1% and 7%.<img src=\"https://static.tigerbbs.com/a7556c27b1ff227965d95ce725a71d06\" tg-width=\"583\" tg-height=\"710\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110565349","content_text":"Alibaba, Nio, Li Auto, Baidu, Bilibili, Douyu and iQiyi fell between 1% and 7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953781141,"gmtCreate":1673329559283,"gmtModify":1676538819109,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"htmlText":"nice but not surprise 😄","listText":"nice but not surprise 😄","text":"nice but not surprise 😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953781141","repostId":"1147757084","repostType":2,"repost":{"id":"1147757084","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":1673329178,"share":"https://ttm.financial/m/news/1147757084?lang=&edition=fundamental","pubTime":"2023-01-10 13:39","market":"us","language":"en","title":"TSMC Says Dec Sales At T$192.56B, an Increase of 23.9% YoY","url":"https://stock-news.laohu8.com/highlight/detail?id=1147757084","media":"Tiger Newspress","summary":"TSMC (NYSE: TSM) today announced its net revenue for December 2022: On a consolidated basis, revenue","content":"<html><head></head><body><p>TSMC (NYSE: TSM) today announced its net revenue for December 2022: On a consolidated basis, revenue for December 2022 was approximately NT$192.56 billion, a decrease of 13.5 percent from November 2022 and an increase of 23.9 percent from December 2021. Revenue for January through December 2022 totaled NT$2,263.89 billion, an increase of 42.6 percent compared to the same period in 2021.</p><p><img src=\"https://static.tigerbbs.com/19740142bdb90bc8591e17a80414a0bc\" tg-width=\"676\" tg-height=\"154\" referrerpolicy=\"no-referrer\"/></p><p></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSMC Says Dec Sales At T$192.56B, an Increase of 23.9% YoY</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\">\nTSMC Says Dec Sales At T$192.56B, an Increase of 23.9% YoY\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\">2023-01-10 13:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>TSMC (NYSE: TSM) today announced its net revenue for December 2022: On a consolidated basis, revenue for December 2022 was approximately NT$192.56 billion, a decrease of 13.5 percent from November 2022 and an increase of 23.9 percent from December 2021. Revenue for January through December 2022 totaled NT$2,263.89 billion, an increase of 42.6 percent compared to the same period in 2021.</p><p><img src=\"https://static.tigerbbs.com/19740142bdb90bc8591e17a80414a0bc\" tg-width=\"676\" tg-height=\"154\" referrerpolicy=\"no-referrer\"/></p><p></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147757084","content_text":"TSMC (NYSE: TSM) today announced its net revenue for December 2022: On a consolidated basis, revenue for December 2022 was approximately NT$192.56 billion, a decrease of 13.5 percent from November 2022 and an increase of 23.9 percent from December 2021. Revenue for January through December 2022 totaled NT$2,263.89 billion, an increase of 42.6 percent compared to the same period in 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9054770274,"gmtCreate":1655430342098,"gmtModify":1676535638276,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"htmlText":"I am 200% sure of this. As I am working my ass off everyday now. Covid had triggered a wake upcall to sml company to have thier critical system host in cloud. Buy buy buy","listText":"I am 200% sure of this. As I am working my ass off everyday now. Covid had triggered a wake upcall to sml company to have thier critical system host in cloud. Buy buy buy","text":"I am 200% sure of this. As I am working my ass off everyday now. Covid had triggered a wake upcall to sml company to have thier critical system host in cloud. Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054770274","repostId":"2244511601","repostType":4,"repost":{"id":"2244511601","pubTimestamp":1655429432,"share":"https://ttm.financial/m/news/2244511601?lang=&edition=fundamental","pubTime":"2022-06-17 09:30","market":"us","language":"en","title":"Microsoft Azure Will Grow Faster and Bigger Than Expected, Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2244511601","media":"Barron's","summary":"Microsoft Azure, the software giant's public cloud business, continues to generate outsized growth, ","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Azure, the software giant&#39;s public cloud business, continues to generate outsized growth, gradually eating into the big market share edge held by market leader Amazon Web Services. And at least <a href=\"https://laohu8.com/S/AONE.U\">one</a> Wall Street analyst thinks his peers are under-estimating Azure&#39;s potential.</p><p>In a 67-page research report published on Thursday, Credit Suisse analyst Phil Winslow laid out in detail why he thinks Microsoft (ticker: MSFT) can grow Azure &#34;faster and bigger&#34; than what Wall Street expects. Winslow sees a shift unfolding in the way businesses are using the cloud that plays to Microsoft&#39;s strengths.</p><p>In the March quarter, AWS had revenue of $18.4 billion, up 37% from a year ago, while Microsoft had $11.3 billion in revenue, up 46%. Amazon.com <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> is bigger, but Azure is growing faster. Winslow thinks the trend will continue.</p><p>Following the Great Recession more than a decade ago, the analyst noted, the focus among IT buyers was on shifting applications to the cloud, with the widespread adoption of subscription-based software-as-a-service models, often hosted on AWS.</p><p>Now, Winslow said, companies are &#34;moving forward on multi-year strategic cloud-first transformation,&#34; a jargony way of saying they are making wholesale changes in the way they structure their IT infrastructure, not just shifting specific applications to the cloud.</p><p>He added that the pandemic &#34;exposed the shortcomings&#34; of relying on legacy on-premises applications and IT operations, strengthening the case for cloud computing. Winslow thinks overall public cloud spending will surpass on-premises IT spending by 2024, excluding PCs, tablets, printers and IT services.</p><p>The analyst believes Azure will disproportionately benefit from this shift, and will &#34;continue to narrow the revenue gap&#34; with AWS, while widening the gap ahead of Alphabet&#39;s <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> Google Cloud, the distant No. 3 player in terms of market share.</p><p>Winslow said he thinks Azure will &#34;drive sustained growth for Microsoft and meaningful upside to consensus estimates.&#34; His view is that enterprise customers that already have large investments in Microsoft technology in their own data centers are likely to choose Azure as a strategic cloud provider.</p><p>The Credit Suisse analyst conceded that Wall Street already is &#34;largely positive&#34; about the outlook for Microsoft, but contends that the full-year impact of Azure&#39;s growth opportunity is not properly reflected in Wall Street models. He noted that Azure has been faster than AWS to reach major revenue run-rate milestones -- faster to $500 million, to $1 billion, to $5 billion, and so on. But he said that consensus forecasts from here -- with Azure now on an estimated $10.5 billion run-rate -- look overly conservative.</p><p>Wall Street, he said, sees Azure&#39;s growth rate gradually slowing from the 46% rate reported in the March quarter, to under 30% by the fiscal fourth quarter ending in June 2025. But Winslow sees much more robust growth, with a compounded rate of nearly 41% through 2025.</p><p>Winslow&#39;s bullish view on Azure supports his thesis that Microsoft can post mid-to-high teens revenue growth for at least the next five years, with earnings and free cash flow per share growing in the high-teens to 20% range, aided by increasing scale and continued share repurchases.</p><p>Concluded Winslow: &#34;We believe these levels of sustained growth and profitability are still not properly reflected in consensus estimates or valuation.&#34;</p></body></html>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Azure Will Grow Faster and Bigger Than Expected, Says Analyst</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\">\nMicrosoft Azure Will Grow Faster and Bigger Than Expected, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-17 09:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/microsoft-azure-amazon-aws-51655391068?mod=hp_DAY_Theme_1_1><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft Azure, the software giant's public cloud business, continues to generate outsized growth, gradually eating into the big market share edge held by market leader Amazon Web Services. And at ...</p>\n\n<a href=\"https://www.barrons.com/articles/microsoft-azure-amazon-aws-51655391068?mod=hp_DAY_Theme_1_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A","AMZN":"亚马逊","MSFT":"微软","BABA":"阿里巴巴"},"source_url":"https://www.barrons.com/articles/microsoft-azure-amazon-aws-51655391068?mod=hp_DAY_Theme_1_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2244511601","content_text":"Microsoft Azure, the software giant's public cloud business, continues to generate outsized growth, gradually eating into the big market share edge held by market leader Amazon Web Services. And at least one Wall Street analyst thinks his peers are under-estimating Azure's potential.In a 67-page research report published on Thursday, Credit Suisse analyst Phil Winslow laid out in detail why he thinks Microsoft (ticker: MSFT) can grow Azure \"faster and bigger\" than what Wall Street expects. Winslow sees a shift unfolding in the way businesses are using the cloud that plays to Microsoft's strengths.In the March quarter, AWS had revenue of $18.4 billion, up 37% from a year ago, while Microsoft had $11.3 billion in revenue, up 46%. Amazon.com $(AMZN)$ is bigger, but Azure is growing faster. Winslow thinks the trend will continue.Following the Great Recession more than a decade ago, the analyst noted, the focus among IT buyers was on shifting applications to the cloud, with the widespread adoption of subscription-based software-as-a-service models, often hosted on AWS.Now, Winslow said, companies are \"moving forward on multi-year strategic cloud-first transformation,\" a jargony way of saying they are making wholesale changes in the way they structure their IT infrastructure, not just shifting specific applications to the cloud.He added that the pandemic \"exposed the shortcomings\" of relying on legacy on-premises applications and IT operations, strengthening the case for cloud computing. Winslow thinks overall public cloud spending will surpass on-premises IT spending by 2024, excluding PCs, tablets, printers and IT services.The analyst believes Azure will disproportionately benefit from this shift, and will \"continue to narrow the revenue gap\" with AWS, while widening the gap ahead of Alphabet's $(GOOGL)$ Google Cloud, the distant No. 3 player in terms of market share.Winslow said he thinks Azure will \"drive sustained growth for Microsoft and meaningful upside to consensus estimates.\" His view is that enterprise customers that already have large investments in Microsoft technology in their own data centers are likely to choose Azure as a strategic cloud provider.The Credit Suisse analyst conceded that Wall Street already is \"largely positive\" about the outlook for Microsoft, but contends that the full-year impact of Azure's growth opportunity is not properly reflected in Wall Street models. He noted that Azure has been faster than AWS to reach major revenue run-rate milestones -- faster to $500 million, to $1 billion, to $5 billion, and so on. But he said that consensus forecasts from here -- with Azure now on an estimated $10.5 billion run-rate -- look overly conservative.Wall Street, he said, sees Azure's growth rate gradually slowing from the 46% rate reported in the March quarter, to under 30% by the fiscal fourth quarter ending in June 2025. But Winslow sees much more robust growth, with a compounded rate of nearly 41% through 2025.Winslow's bullish view on Azure supports his thesis that Microsoft can post mid-to-high teens revenue growth for at least the next five years, with earnings and free cash flow per share growing in the high-teens to 20% range, aided by increasing scale and continued share repurchases.Concluded Winslow: \"We believe these levels of sustained growth and profitability are still not properly reflected in consensus estimates or valuation.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951116242,"gmtCreate":1673420493787,"gmtModify":1676538833973,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"htmlText":"Should ask what the best price to buy during the dip... lol😁","listText":"Should ask what the best price to buy during the dip... lol😁","text":"Should ask what the best price to buy during the dip... lol😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951116242","repostId":"2302019578","repostType":2,"repost":{"id":"2302019578","pubTimestamp":1673420400,"share":"https://ttm.financial/m/news/2302019578?lang=&edition=fundamental","pubTime":"2023-01-11 15:00","market":"us","language":"en","title":"Is Apple Stock A Buy During The Dip?","url":"https://stock-news.laohu8.com/highlight/detail?id=2302019578","media":"Seeking Alpha","summary":"SummaryApple's stock price suffered from a dip due to investors' worries regarding the App Store's performance and iPhone production.AAPL's share price should see a recovery in the near future, as the market's concerns are overdone.I remain bullish on Apple, as I deem AAPL's shares to be a buy during the dip.chris-muellerElevator PitchMy Buy rating for Apple's  stock remains unchanged.In my prior November 9, 2022, write-up for Apple, I discussed how the increase in paid subscriptions will drive ","content":"<html><head></head><body><h2>Summary</h2><ul><li>Apple&#39;s stock price suffered from a dip due to investors&#39; worries regarding the App Store&#39;s performance and iPhone production.</li><li>AAPL&#39;s share price should see a recovery in the near future, as the market&#39;s concerns are overdone.</li><li>I remain bullish on Apple, as I deem AAPL&#39;s shares to be a buy during the dip.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f1fca7442e64a81cfd932604d5925aa\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>chris-mueller</span></p><h2>Elevator Pitch</h2><p>My Buy rating for Apple&#39;s (NASDAQ:AAPL) stock remains unchanged.</p><p>In my prior November 9, 2022, write-up for Apple, I discussed how the increase in paid subscriptions will drive the growth of AAPL&#39;s Services revenue in the future.</p><p>I turn my attention to the topic of why investors should take advantage of the recent dip in Apple&#39;s share price in the current update. AAPL&#39;s forward P/E multiple has fallen to -21% below its three-year mean, and recent worries relating to the company appear to be overblown. In that respect, I view Apple&#39;s shares as deserving of a Buy rating.</p><h2>Why Has Apple&#39;s Share Price Dipped?</h2><p>In the past month, AAPL&#39;s stock price pulled back by -9.3% as compared to a -1.2% marginal decline for the S&amp;P 500. Apple&#39;s last done share price of $129.62 as of January 6, 2023 is also -16.8% below its three-month high of $155.74 registered on October 28, 2022.</p><p>I think that Apple&#39;s share price dip is attributable to the market&#39;s concerns about the App Store and iPhone. In the subsequent section, I highlight specific metrics relating to the two products and services, which explains why they have drawn investor attention.</p><h2>AAPL Stock Key Metrics</h2><p>Investors are worried about the App Store&#39;s recent and future performance, and the risk of lower-than-expected iPhone production, and the metrics outlined below illustrate these issues.</p><p><i>BofA Securities</i> published a research report (not publicly available) titled &#34;App Store Revenue Declines Low Single Digit&#34; on December 1, 2022. As per <i>SensorTower</i> data cited in this report, revenue derived from the App Store decreased by -3.2% YoY for the period between October 1, 2022, and November 29, 2022. Specifically, a +2.6% increase in the number of App Store downloads was more than offset by a -5.7% drop in the App Store&#39;s Average Selling Price. These metrics seemed to confirm fears that consumers will reduce spending on the App Store and other Apple services in a weak economic environment.</p><p>Separately, a December 13, 2022, <i>Seeking Alpha News</i> article cited a <i>Bloomberg</i> report mentioning that AAPL &#34;may soon allow third-party app stores on its iconic iPhones and iPads&#34; so as &#34;to comply with regulations from the European Union.&#34; It is natural for investors to be concerned that the App Store&#39;s future revenue might potentially decline if a significant proportion of app developers choose to bypass the App Store and offer their users the option of downloading their apps on other app stores or websites.</p><p>Another key concern for investors is iPhone production. <i>Seeking Alpha News</i> reported on December 20, 2022, that J.P. Morgan&#39;s (JPM) sell-side analyst covering Apple&#39;s shares has reduced his or her Q1 FY 2023 (YE September 30) iPhone 14 shipment projections by four million units after considering supply chain disruptions in China due to the COVID-zero policy.</p><p>The majority of Wall Street analysts also have a bearish view of Apple&#39;s iPhone sales and overall revenue in the near term judging by the change in consensus financial figures for AAPL. In the last three months, Apple&#39;s consensus Q1 FY 2023 topline was cut by -3.4%. Also, 31 of the 45 sell-side analysts covering Apple&#39;s stock made the decision to lower their respective fiscal 2023 revenue estimates for AAPL in the same time frame. The key risk is that a larger-than-expected number of consumers chose to either give up on buying a new iPhone or switched to competitors, rather than wait for the new iPhone to be made available again when supply normalizes.</p><p>It is easy to understand why Apple&#39;s share price has dipped recently, after a review of the key metrics disclosed in this section of the article.</p><h2>Is It Fairly Valued Now?</h2><p>I am of the view that Apple&#39;s shares are undervalued, instead of being fairly valued, following the recent dip in its stock price.</p><p>AAPL trades at 21.0 times consensus forward next twelve months&#39; normalized P/E now, which is only slightly above its one-year forward P/E trough of 20.2 times as per <i>S&amp;P Capital IQ&#39;s</i> valuation data. Furthermore, Apple&#39;s current P/E valuation multiple is a significant -21% below its three-year average P/E ratio of 26.6 times.</p><p>I touch on the potential of a recovery in Apple&#39;s stock price in the next section.</p><h2>Will Apple Recover?</h2><p>I believe that AAPL&#39;s share price can recover from its recent dip, when investors realize that earlier concerns relating to the stock are overblown.</p><p>With regards to the App Store, its future performance might be better than what the market feared.</p><p>The App Store witnessed its first YoY revenue growth in six months, based on <i>Sensor <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a>&#39;s</i> December 2022 data highlighted in this recent January 3, 2022, <i>Seeking Alpha News</i> article. This could mark an inflection point for App Store revenue, as we might have already seen the worst of App Store performance in 2H 2022 (calendar year). Given the bearish market expectations (as outlined in an earlier section of the article) for Apple&#39;s Q1 FY 2023 and full-year FY 2023 financial results, AAPL&#39;s actual Services revenue and overall top line might beat market expectations.</p><p>Also, fewer iPhone users might either switch to alternative app stores or download apps from developers&#39; websites than what investors anticipate. Based on a December 14, 2022, research report (not publicly available) titled &#34;App Store Competition? Bring It On&#34; published by <i>Morgan Stanley</i> (MS), slightly more than a quarter of iPhone users are &#34;extremely likely&#34; to switch away from the App Store for app downloads as per <i>MS&#39;</i> consumer survey which should translate into a -4% decrease in Apple&#39;s Services revenue (or -1% contraction in overall top line).</p><p>On the issue of supply chain disruptions affecting iPhone production, there are reasons to be optimistic considering short-term trends and long-term plans.</p><p>A January 3, 2023 <i>Seeking Alpha News</i> article highlighted that Apple&#39;s key iPhone production plant in China has recovered to run at &#34;90% capacity&#34; again. Also, an earlier December 27, 2022, report (not publicly available) titled &#34;Improving iPhone Lead Times&#34; issued by <i>Credit Suisse</i> (CS) noted that the lead times for the new iPhone 14 models have already declined from the &#34;20+ days&#34; for the December 19 week to &#34;10-17 days&#34; for the December 26 week. In other words, supply chain headwinds for Apple have already eased to a large extent.</p><p>In the long run, Apple has plans in place to further diversify its production away from China to other markets such as Vietnam and India. This should reduce AAPL&#39;s concentration risks relating to China production over time.</p><p>In a nutshell, there are positive signs which suggest that Apple&#39;s shares are due for a recovery.</p><h2>Is AAPL Stock A Buy During The Dip?</h2><p>Apple is a Buy during the dip, considering recent positive developments such as App Store&#39;s December 2022 data and declining lead times for the iPhone 14 models. Moreover, AAPL&#39;s valuations have become more attractive after the recent correction. As such, I make no changes to my current Buy rating for AAPL.</p><p><i>This article is written by The Value Pendulum for reference only. Please note the risks.</i></p></body></html>","source":"seekingalpha_fund","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>Is Apple Stock A Buy During 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\">\nIs Apple Stock A Buy During The Dip?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-11 15:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4568979-is-apple-stock-buy-during-dip><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple's stock price suffered from a dip due to investors' worries regarding the App Store's performance and iPhone production.AAPL's share price should see a recovery in the near future, as the...</p>\n\n<a href=\"https://seekingalpha.com/article/4568979-is-apple-stock-buy-during-dip\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4581":"高盛持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4512":"苹果概念","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0238689110.USD":"贝莱德环球动力股票基金","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4515":"5G概念","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4532":"文艺复兴科技持仓","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4571":"数字音乐概念","BK4585":"ETF&股票定投概念","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4566":"资本集团","LU0109392836.USD":"富兰克林科技股A","AAPL":"苹果","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4579":"人工智能","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4527":"明星科技股","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD"},"source_url":"https://seekingalpha.com/article/4568979-is-apple-stock-buy-during-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302019578","content_text":"SummaryApple's stock price suffered from a dip due to investors' worries regarding the App Store's performance and iPhone production.AAPL's share price should see a recovery in the near future, as the market's concerns are overdone.I remain bullish on Apple, as I deem AAPL's shares to be a buy during the dip.chris-muellerElevator PitchMy Buy rating for Apple's (NASDAQ:AAPL) stock remains unchanged.In my prior November 9, 2022, write-up for Apple, I discussed how the increase in paid subscriptions will drive the growth of AAPL's Services revenue in the future.I turn my attention to the topic of why investors should take advantage of the recent dip in Apple's share price in the current update. AAPL's forward P/E multiple has fallen to -21% below its three-year mean, and recent worries relating to the company appear to be overblown. In that respect, I view Apple's shares as deserving of a Buy rating.Why Has Apple's Share Price Dipped?In the past month, AAPL's stock price pulled back by -9.3% as compared to a -1.2% marginal decline for the S&P 500. Apple's last done share price of $129.62 as of January 6, 2023 is also -16.8% below its three-month high of $155.74 registered on October 28, 2022.I think that Apple's share price dip is attributable to the market's concerns about the App Store and iPhone. In the subsequent section, I highlight specific metrics relating to the two products and services, which explains why they have drawn investor attention.AAPL Stock Key MetricsInvestors are worried about the App Store's recent and future performance, and the risk of lower-than-expected iPhone production, and the metrics outlined below illustrate these issues.BofA Securities published a research report (not publicly available) titled \"App Store Revenue Declines Low Single Digit\" on December 1, 2022. As per SensorTower data cited in this report, revenue derived from the App Store decreased by -3.2% YoY for the period between October 1, 2022, and November 29, 2022. Specifically, a +2.6% increase in the number of App Store downloads was more than offset by a -5.7% drop in the App Store's Average Selling Price. These metrics seemed to confirm fears that consumers will reduce spending on the App Store and other Apple services in a weak economic environment.Separately, a December 13, 2022, Seeking Alpha News article cited a Bloomberg report mentioning that AAPL \"may soon allow third-party app stores on its iconic iPhones and iPads\" so as \"to comply with regulations from the European Union.\" It is natural for investors to be concerned that the App Store's future revenue might potentially decline if a significant proportion of app developers choose to bypass the App Store and offer their users the option of downloading their apps on other app stores or websites.Another key concern for investors is iPhone production. Seeking Alpha News reported on December 20, 2022, that J.P. Morgan's (JPM) sell-side analyst covering Apple's shares has reduced his or her Q1 FY 2023 (YE September 30) iPhone 14 shipment projections by four million units after considering supply chain disruptions in China due to the COVID-zero policy.The majority of Wall Street analysts also have a bearish view of Apple's iPhone sales and overall revenue in the near term judging by the change in consensus financial figures for AAPL. In the last three months, Apple's consensus Q1 FY 2023 topline was cut by -3.4%. Also, 31 of the 45 sell-side analysts covering Apple's stock made the decision to lower their respective fiscal 2023 revenue estimates for AAPL in the same time frame. The key risk is that a larger-than-expected number of consumers chose to either give up on buying a new iPhone or switched to competitors, rather than wait for the new iPhone to be made available again when supply normalizes.It is easy to understand why Apple's share price has dipped recently, after a review of the key metrics disclosed in this section of the article.Is It Fairly Valued Now?I am of the view that Apple's shares are undervalued, instead of being fairly valued, following the recent dip in its stock price.AAPL trades at 21.0 times consensus forward next twelve months' normalized P/E now, which is only slightly above its one-year forward P/E trough of 20.2 times as per S&P Capital IQ's valuation data. Furthermore, Apple's current P/E valuation multiple is a significant -21% below its three-year average P/E ratio of 26.6 times.I touch on the potential of a recovery in Apple's stock price in the next section.Will Apple Recover?I believe that AAPL's share price can recover from its recent dip, when investors realize that earlier concerns relating to the stock are overblown.With regards to the App Store, its future performance might be better than what the market feared.The App Store witnessed its first YoY revenue growth in six months, based on Sensor Tower's December 2022 data highlighted in this recent January 3, 2022, Seeking Alpha News article. This could mark an inflection point for App Store revenue, as we might have already seen the worst of App Store performance in 2H 2022 (calendar year). Given the bearish market expectations (as outlined in an earlier section of the article) for Apple's Q1 FY 2023 and full-year FY 2023 financial results, AAPL's actual Services revenue and overall top line might beat market expectations.Also, fewer iPhone users might either switch to alternative app stores or download apps from developers' websites than what investors anticipate. Based on a December 14, 2022, research report (not publicly available) titled \"App Store Competition? Bring It On\" published by Morgan Stanley (MS), slightly more than a quarter of iPhone users are \"extremely likely\" to switch away from the App Store for app downloads as per MS' consumer survey which should translate into a -4% decrease in Apple's Services revenue (or -1% contraction in overall top line).On the issue of supply chain disruptions affecting iPhone production, there are reasons to be optimistic considering short-term trends and long-term plans.A January 3, 2023 Seeking Alpha News article highlighted that Apple's key iPhone production plant in China has recovered to run at \"90% capacity\" again. Also, an earlier December 27, 2022, report (not publicly available) titled \"Improving iPhone Lead Times\" issued by Credit Suisse (CS) noted that the lead times for the new iPhone 14 models have already declined from the \"20+ days\" for the December 19 week to \"10-17 days\" for the December 26 week. In other words, supply chain headwinds for Apple have already eased to a large extent.In the long run, Apple has plans in place to further diversify its production away from China to other markets such as Vietnam and India. This should reduce AAPL's concentration risks relating to China production over time.In a nutshell, there are positive signs which suggest that Apple's shares are due for a recovery.Is AAPL Stock A Buy During The Dip?Apple is a Buy during the dip, considering recent positive developments such as App Store's December 2022 data and declining lead times for the iPhone 14 models. Moreover, AAPL's valuations have become more attractive after the recent correction. As such, I make no changes to my current Buy rating for AAPL.This article is written by The Value Pendulum for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097419201,"gmtCreate":1645527652615,"gmtModify":1676534036025,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"htmlText":"Best time of the year to harvest the retail invester&nbsp;crops. 😊","listText":"Best time of the year to harvest the retail invester&nbsp;crops. 😊","text":"Best time of the year to harvest the retail invester crops. 😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097419201","repostId":"1103070840","repostType":4,"repost":{"id":"1103070840","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":1645526355,"share":"https://ttm.financial/m/news/1103070840?lang=&edition=fundamental","pubTime":"2022-02-22 18:39","market":"us","language":"en","title":"U.S. Stock Futures Rebounded","url":"https://stock-news.laohu8.com/highlight/detail?id=1103070840","media":"Tiger Newspress","summary":"U.S. stock futures rebounded.Futures on the S&P 500 changed from decline to rise, and the decline of","content":"<html><head></head><body><p>U.S. stock futures rebounded.Futures on the S&amp;P 500 changed from decline to rise, and the decline of Nasdaq-100 futures narrowed to less than 0.4%.</p><p><img src=\"https://static.tigerbbs.com/b60df025ff457931d5545fe1b375edc1\" tg-width=\"419\" tg-height=\"177\" referrerpolicy=\"no-referrer\"/></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>U.S. Stock Futures Rebounded</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; 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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\">\nU.S. Stock Futures Rebounded\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\">2022-02-22 18:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock futures rebounded.Futures on the S&amp;P 500 changed from decline to rise, and the decline of Nasdaq-100 futures narrowed to less than 0.4%.</p><p><img src=\"https://static.tigerbbs.com/b60df025ff457931d5545fe1b375edc1\" tg-width=\"419\" tg-height=\"177\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103070840","content_text":"U.S. stock futures rebounded.Futures on the S&P 500 changed from decline to rise, and the decline of Nasdaq-100 futures narrowed to less than 0.4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914075150,"gmtCreate":1665149776070,"gmtModify":1676537564410,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"htmlText":"Yummy yummy oh boy oh boy","listText":"Yummy yummy oh boy oh boy","text":"Yummy yummy oh boy oh boy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9914075150","repostId":"1177490519","repostType":4,"repost":{"id":"1177490519","pubTimestamp":1665144901,"share":"https://ttm.financial/m/news/1177490519?lang=&edition=fundamental","pubTime":"2022-10-07 20:15","market":"us","language":"en","title":"AMD's Q3 Sales Warning Seen As \"Not Surprising\" By Analysts, but Some Wonder If Gets Worse","url":"https://stock-news.laohu8.com/highlight/detail?id=1177490519","media":"Seeking Alpha","summary":"Advanced Micro Devices (NASDAQ:AMD) tumbled more than 5% on Friday as the semiconductor company prel","content":"<html><head></head><body><p>Advanced Micro Devices (NASDAQ:AMD) tumbled more than 5% on Friday as the semiconductor company preliminarily announced third-quarter figures, with sales missing by a wide margin. Most analysts were not surprised by the miss, but others wondered if the weaknessin the semiconductor market will get worse.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e522b19e2baf38ffcf9a23445bfd5c13\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>JHVEPhoto</span></p><p>Bank of America analyst Vivek Arya, who has a buy rating and a $90 price target on AMD (AMD), pointed out that the shortfall was &#34;almost entirely&#34; due to the PC segment, but a &#34;barely inline&#34; data center segment suggested frailty in the enterprise.</p><p>&#34;AMD did not update its Q4 outlook but we expect trends to remain sluggish and model sales to decline further [quarter-over-quarter] on Client weakness,&#34; Arya wrote in a note to clients.</p><p>The analyst lowered 2022 and 2023 earnings per share estimates to $3.32 and $4.02, respectively, but reiterated the firm&#39;s buy rating on continued share gains from Intel (INTC) and an attractive valuation, trading at 16 times 2023 earnings estimates, near the low end of its historical range.</p><p>Truist analyst William Stein, who rates AMD (AMD) hold with a $70 price target, noted that he is more concerned with competitive challenges.</p><p>&#34;We recognize AMD&#39;s impressive share gains but see a reinvigorated Intel and emerging DPU/CPU products from Nvidia as intensifying competitive challenges,&#34; Stein wrote in a note to clients. Stein also lowered 2023 earnings estimates to $3.88 per share, down from $4.45 per share.</p><p>The analyst added that AMD&#39;s (AMD) weakness in the PC market is also likely to keep hitting Intel (INTC), given it is 50% exposed to PCs, as well as Nvidia (NVDA), Diodes (DIOD) and Monolithic Power Systems (MPWR), each of which have 45%, 18% and 15% exposure to the PC industry, respectively.</p><p>Benchmark analyst Cody Acree, who has a buy rating on AMD (AMD), along with a $95 price target, noted the pre-announce &#34;not surprisingly&#34; blamed the PC space, but added that with the stock having declined more than 54% this year, it&#39;s largely baked in.</p><p>&#34;With the firm’s share price already suffering to an outsized degree this year, we believe this pre-announcement is already largely priced into the company’s stock and therefore reiterate our Buy rating but are reducing our price target to $95 from $135 on our lowered estimates,&#34; Acree wrote in a note to clients.</p><p>On Wednesday, Wells Fargo cut estimates on Advanced Micro Devices (AMD) due to PC market weakness and emerging concerns in the data center business.</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>AMD's Q3 Sales Warning Seen As \"Not Surprising\" By Analysts, but Some Wonder If Gets Worse</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\">\nAMD's Q3 Sales Warning Seen As \"Not Surprising\" By Analysts, but Some Wonder If Gets Worse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-07 20:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3889593-amds-q3-sales-warning-seen-as-not-surprising-by-analysts-but-some-wonder-if-gets-worse><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices (NASDAQ:AMD) tumbled more than 5% on Friday as the semiconductor company preliminarily announced third-quarter figures, with sales missing by a wide margin. Most analysts were ...</p>\n\n<a href=\"https://seekingalpha.com/news/3889593-amds-q3-sales-warning-seen-as-not-surprising-by-analysts-but-some-wonder-if-gets-worse\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/news/3889593-amds-q3-sales-warning-seen-as-not-surprising-by-analysts-but-some-wonder-if-gets-worse","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177490519","content_text":"Advanced Micro Devices (NASDAQ:AMD) tumbled more than 5% on Friday as the semiconductor company preliminarily announced third-quarter figures, with sales missing by a wide margin. Most analysts were not surprised by the miss, but others wondered if the weaknessin the semiconductor market will get worse.JHVEPhotoBank of America analyst Vivek Arya, who has a buy rating and a $90 price target on AMD (AMD), pointed out that the shortfall was \"almost entirely\" due to the PC segment, but a \"barely inline\" data center segment suggested frailty in the enterprise.\"AMD did not update its Q4 outlook but we expect trends to remain sluggish and model sales to decline further [quarter-over-quarter] on Client weakness,\" Arya wrote in a note to clients.The analyst lowered 2022 and 2023 earnings per share estimates to $3.32 and $4.02, respectively, but reiterated the firm's buy rating on continued share gains from Intel (INTC) and an attractive valuation, trading at 16 times 2023 earnings estimates, near the low end of its historical range.Truist analyst William Stein, who rates AMD (AMD) hold with a $70 price target, noted that he is more concerned with competitive challenges.\"We recognize AMD's impressive share gains but see a reinvigorated Intel and emerging DPU/CPU products from Nvidia as intensifying competitive challenges,\" Stein wrote in a note to clients. Stein also lowered 2023 earnings estimates to $3.88 per share, down from $4.45 per share.The analyst added that AMD's (AMD) weakness in the PC market is also likely to keep hitting Intel (INTC), given it is 50% exposed to PCs, as well as Nvidia (NVDA), Diodes (DIOD) and Monolithic Power Systems (MPWR), each of which have 45%, 18% and 15% exposure to the PC industry, respectively.Benchmark analyst Cody Acree, who has a buy rating on AMD (AMD), along with a $95 price target, noted the pre-announce \"not surprisingly\" blamed the PC space, but added that with the stock having declined more than 54% this year, it's largely baked in.\"With the firm’s share price already suffering to an outsized degree this year, we believe this pre-announcement is already largely priced into the company’s stock and therefore reiterate our Buy rating but are reducing our price target to $95 from $135 on our lowered estimates,\" Acree wrote in a note to clients.On Wednesday, Wells Fargo cut estimates on Advanced Micro Devices (AMD) due to PC market weakness and emerging concerns in the data center business.","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4117336023184202","authorId":"4117336023184202","name":"runningjames","avatar":"https://community-static.tradeup.com/news/3467c93ce8ec8c583f28f405e68f0c00","crmLevel":2,"crmLevelSwitch":1,"idStr":"4117336023184202","authorIdStr":"4117336023184202"},"content":"yes, target buy on dip dip","text":"yes, target buy on dip dip","html":"yes, target buy on dip dip"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930566524,"gmtCreate":1661989001271,"gmtModify":1676536616991,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9930566524","repostId":"2264234656","repostType":4,"repost":{"id":"2264234656","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":1661988372,"share":"https://ttm.financial/m/news/2264234656?lang=&edition=fundamental","pubTime":"2022-09-01 07:26","market":"us","language":"en","title":"Nvidia Stock Drops 6% as U.S. Limits Exports to China","url":"https://stock-news.laohu8.com/highlight/detail?id=2264234656","media":"Dow Jones","summary":"Nvidia can't catch a break.Late Wednesday, the chip maker said in a filing the U.S. government has i","content":"<html><head></head><body><p>Nvidia can&#39;t catch a break.</p><p>Late Wednesday, the chip maker said in a filing the U.S. government has informed the company it has imposed a new licensing requirement, effective immediately, covering any exports of Nvidia&#39;s A100 and upcoming H100 products to China, including Hong Kong, and Russia.</p><p>Nvidia&#39;s A100 are used in data centers for artificial intelligence, data analytics and high-performance computing applications, according to the company&#39;s website.</p><p>Nvidia (ticker: NVDA) shares fell by 6.33% to $141.38 in after hours trading.</p><p><img src=\"https://static.tigerbbs.com/da8d6857a45733ddff304ef2eae0ef49\" tg-width=\"822\" tg-height=\"828\" width=\"100%\" height=\"auto\"/></p><p>Nvidia said it doesn&#39;t sell any products to Russia, but noted its current outlook for the third fiscal quarter had included about $400 million in potential sales to China that could be affected by the new license requirement. The company also said the new restrictions may affect its ability to develop its H100 product on time and could potentially force it to move some operations out of China.</p><p>The latest development comes after a series of weak financial results from Nvidia. Last week, the company gave a revenue forecast for the October quarter that was significantly below expectations, citing a difficult macroeconomic environment and a rapid slowdown of demand.</p><p>Last Friday, Barron&#39;s said more trouble lies ahead for the chip maker and that investors looking for a quick turnaround may be disappointed.</p><p>Nvidia&#39;s stock has declined by about 49% this year, versus the 32% drop in the <a href=\"https://laohu8.com/S/EMDI\">iShares</a> Semiconductor ETF <a href=\"https://laohu8.com/S/SOXX\">$(SOXX)$</a>, which tracks the performance of the ICE Semiconductor Index.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Drops 6% as U.S. Limits Exports to China</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Drops 6% as U.S. Limits Exports to China\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\">2022-09-01 07:26</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia can&#39;t catch a break.</p><p>Late Wednesday, the chip maker said in a filing the U.S. government has informed the company it has imposed a new licensing requirement, effective immediately, covering any exports of Nvidia&#39;s A100 and upcoming H100 products to China, including Hong Kong, and Russia.</p><p>Nvidia&#39;s A100 are used in data centers for artificial intelligence, data analytics and high-performance computing applications, according to the company&#39;s website.</p><p>Nvidia (ticker: NVDA) shares fell by 6.33% to $141.38 in after hours trading.</p><p><img src=\"https://static.tigerbbs.com/da8d6857a45733ddff304ef2eae0ef49\" tg-width=\"822\" tg-height=\"828\" width=\"100%\" height=\"auto\"/></p><p>Nvidia said it doesn&#39;t sell any products to Russia, but noted its current outlook for the third fiscal quarter had included about $400 million in potential sales to China that could be affected by the new license requirement. The company also said the new restrictions may affect its ability to develop its H100 product on time and could potentially force it to move some operations out of China.</p><p>The latest development comes after a series of weak financial results from Nvidia. Last week, the company gave a revenue forecast for the October quarter that was significantly below expectations, citing a difficult macroeconomic environment and a rapid slowdown of demand.</p><p>Last Friday, Barron&#39;s said more trouble lies ahead for the chip maker and that investors looking for a quick turnaround may be disappointed.</p><p>Nvidia&#39;s stock has declined by about 49% this year, versus the 32% drop in the <a href=\"https://laohu8.com/S/EMDI\">iShares</a> Semiconductor ETF <a href=\"https://laohu8.com/S/SOXX\">$(SOXX)$</a>, which tracks the performance of the ICE Semiconductor Index.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4549":"软银资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4554":"元宇宙及AR概念","BK4567":"ESG概念","BK4527":"明星科技股","BK4529":"IDC概念","BK4534":"瑞士信贷持仓","BK4548":"巴美列捷福持仓","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4581":"高盛持仓","BK4543":"AI","BK4503":"景林资产持仓","CAAS":"中汽系统","BK4551":"寇图资本持仓","BK4141":"半导体产品","BK4532":"文艺复兴科技持仓","BK4124":"机动车零配件与设备"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2264234656","content_text":"Nvidia can't catch a break.Late Wednesday, the chip maker said in a filing the U.S. government has informed the company it has imposed a new licensing requirement, effective immediately, covering any exports of Nvidia's A100 and upcoming H100 products to China, including Hong Kong, and Russia.Nvidia's A100 are used in data centers for artificial intelligence, data analytics and high-performance computing applications, according to the company's website.Nvidia (ticker: NVDA) shares fell by 6.33% to $141.38 in after hours trading.Nvidia said it doesn't sell any products to Russia, but noted its current outlook for the third fiscal quarter had included about $400 million in potential sales to China that could be affected by the new license requirement. The company also said the new restrictions may affect its ability to develop its H100 product on time and could potentially force it to move some operations out of China.The latest development comes after a series of weak financial results from Nvidia. Last week, the company gave a revenue forecast for the October quarter that was significantly below expectations, citing a difficult macroeconomic environment and a rapid slowdown of demand.Last Friday, Barron's said more trouble lies ahead for the chip maker and that investors looking for a quick turnaround may be disappointed.Nvidia's stock has declined by about 49% this year, versus the 32% drop in the iShares Semiconductor ETF $(SOXX)$, which tracks the performance of the ICE Semiconductor Index.","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085032633,"gmtCreate":1650615658927,"gmtModify":1676534764331,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"htmlText":"Well nothing we can do 🤷🏻‍♂️","listText":"Well nothing we can do 🤷🏻‍♂️","text":"Well nothing we can do 🤷🏻‍♂️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085032633","repostId":"1165997370","repostType":4,"repost":{"id":"1165997370","pubTimestamp":1650608701,"share":"https://ttm.financial/m/news/1165997370?lang=&edition=fundamental","pubTime":"2022-04-22 14:25","market":"other","language":"en","title":"ASX Had the Worst Day in Two Months, Led By Miners and Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=1165997370","media":"Australian Financial Review","summary":"The S&P/ASX 200 tumbled 1.6 per cent in the biggest daily retreat since February, after the US Feder","content":"<html><head></head><body><p>The S&amp;P/ASX 200 tumbled 1.6 per cent in the biggest daily retreat since February, after the US Federal Reserve indicated a more aggressive stance on rate increases and spooked investor sentiment. The index ended the four-day week 0.7 per cent lower, in a sharp turnaround after flirting with record highs.</p><p>Health care was the only sector out of 11 to show gains, led by CSL, up 1.4 per cent to $270.86 and Ramsay, 1.7 per cent higher to $84.37.</p><p>Ramsay is the target of an unsolicited $20 billion indicative offer from a KKR &amp; Co-led consortium. If successful, the takeover would rank as the biggest private equity-backed buyout of an Australian company.</p><p>Materials sector was the biggest laggard with a 3.3 per cent loss, followed by tech and energy stocks.</p><p>Data centre connectivity group Megaport was the worst index performer. Its shares hit a two-year trough of $8.57 and closed the session 9.7 per cent lower at $9.04. It posted a record weekly loss of 28.3 per cent. Square was among the index’s biggest losers, down 6.5 per cent to $146.</p><p>The major banks and mining companies came under heavy pressure. BHP Group tumbled 4.4 per cent to $4849, Rio Tinto dropped 2.4 per cent to $113.6 and Fortescue retreated 1.2 per cent to $21.22.</p><p>JB Hi-Fi and Transurban were among the few outperformers, up 1.1 per cent and 0.2 per cent respectively.</p></body></html>","source":"lsy1647818771712","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>ASX Had the Worst Day in Two Months, Led By Miners and Tech</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\">\nASX Had the Worst Day in Two Months, Led By Miners and Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-22 14:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.afr.com/markets/equity-markets/asx-to-drop-as-us-rate-clouds-sink-growth-stocks-20220422-p5af9z><strong>Australian Financial Review</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P/ASX 200 tumbled 1.6 per cent in the biggest daily retreat since February, after the US Federal Reserve indicated a more aggressive stance on rate increases and spooked investor sentiment. The ...</p>\n\n<a href=\"https://www.afr.com/markets/equity-markets/asx-to-drop-as-us-rate-clouds-sink-growth-stocks-20220422-p5af9z\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XKO.AU":"标普/澳交所 300指数","XAO.AU":"标普/澳交所 普通股指数","XJO.AU":"标普/澳交所 200指数"},"source_url":"https://www.afr.com/markets/equity-markets/asx-to-drop-as-us-rate-clouds-sink-growth-stocks-20220422-p5af9z","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165997370","content_text":"The S&P/ASX 200 tumbled 1.6 per cent in the biggest daily retreat since February, after the US Federal Reserve indicated a more aggressive stance on rate increases and spooked investor sentiment. The index ended the four-day week 0.7 per cent lower, in a sharp turnaround after flirting with record highs.Health care was the only sector out of 11 to show gains, led by CSL, up 1.4 per cent to $270.86 and Ramsay, 1.7 per cent higher to $84.37.Ramsay is the target of an unsolicited $20 billion indicative offer from a KKR & Co-led consortium. If successful, the takeover would rank as the biggest private equity-backed buyout of an Australian company.Materials sector was the biggest laggard with a 3.3 per cent loss, followed by tech and energy stocks.Data centre connectivity group Megaport was the worst index performer. Its shares hit a two-year trough of $8.57 and closed the session 9.7 per cent lower at $9.04. It posted a record weekly loss of 28.3 per cent. Square was among the index’s biggest losers, down 6.5 per cent to $146.The major banks and mining companies came under heavy pressure. BHP Group tumbled 4.4 per cent to $4849, Rio Tinto dropped 2.4 per cent to $113.6 and Fortescue retreated 1.2 per cent to $21.22.JB Hi-Fi and Transurban were among the few outperformers, up 1.1 per cent and 0.2 per cent respectively.","news_type":1},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}