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AceWong1114
2021-07-31
$Skillz Inc(SKLZ)$
hold
AceWong1114
2021-07-31
$Jumia Technologies AG(JMIA)$
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AceWong1114
2021-07-29
$Skillz Inc(SKLZ)$
waiting likes
AceWong1114
2021-06-03
?omg
未来六个月美股将面临“痛苦”!大摩为何如此断言?
AceWong1114
2021-06-02
Same
@sehchong:
$Opendoor Technologies Inc(OPEN)$
需要多點耐心?
AceWong1114
2021-06-01
Nice
Alphabet Stock: Cloud Business Is Not Priced In
AceWong1114
2021-06-01
Good
These are Wall Street’s top analysts favorite stocks heading into June
AceWong1114
2021-05-31
Good
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AceWong1114
2021-05-31
Up
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AceWong1114
2021-05-17
$SKLZ 20210521 17.5 PUT(SKLZ)$
Up or down
AceWong1114
2021-05-01
great
@Jeremy920202:
$Skillz Inc(SKLZ)$
[微笑] [微笑]
AceWong1114
2021-04-24
Yes
Tesla Stock Split: Will It Happen Again?
Go to Tiger App to see more news
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13:45","market":"us","language":"zh","title":"未来六个月美股将面临“痛苦”!大摩为何如此断言?","url":"https://stock-news.laohu8.com/highlight/detail?id=2140749092","media":"华尔街见闻","summary":"一周之前,摩根大通刚刚警告称,全球股指可能会在夏季出现10%的回调,并且预计今年下半年美股的投资回报率将低于均值。\n如今,摩根士丹利也加入了警告大军,认为美股未来半年的回调幅度将达到10%或15%左右","content":"<p>一周之前,<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>刚刚警告称,全球股指可能会在夏季出现10%的回调,并且预计今年下半年美股的投资回报率将低于均值。</p>\n<p>如今,<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>也加入了警告大军,认为美股未来半年的回调幅度将达到10%或15%左右,对于做多大宗商品、做空美元等非常拥挤的交易而言,若美国通胀等经济数据有了任何令人失望的风吹草动,就将为投资者们带来痛苦。</p>\n<p>在周一的研报中,摩根士丹利首席股票策略师Michael Wilson指出,去年美股受疫情基本面因素扰动经历了异常的波动,到了今年,企业盈利增速惊人,企业对于年度预估的修正也很夸张。</p>\n<p>现在看来,针对美股市场,顺着上述表现所得出的结论,或许已是过于乐观。</p>\n<p>该行首先看到,<b>在过去的四个季度里,企业盈利超出预期的幅度高达20%,创下一个前所未有的新纪录;企业盈利修正幅度也接近35%,同样是一个非常高的数字,未来的下滑不可避免,且它很容易受到影响。</b></p>\n<p><img src=\"https://static.tigerbbs.com/d4d059695f172aa3dcbbca7f331ff921\" tg-width=\"859\" tg-height=\"442\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/94c3029088da6c84f2cc1ee2ede50c6f\" tg-width=\"632\" tg-height=\"377\" referrerpolicy=\"no-referrer\"></p>\n<p>Wilson表示,目前的问题在于,当这两个数字开始出现下滑,其严重程度是否会到让市场关注的地步。</p>\n<p>他进一步认为,考虑到现在对未来十二个月(NTM)市盈率的预估也已经过高,上述情况确实有可能会发生。</p>\n<p>与此同时,企业净利率正处于历史高位,而不断飙升的生产者投入价格正在打击企业利润。摩根士丹利称,增量营业利润率现在已经超越了极限,很可能在未来十二个月内令市场更为失望。</p>\n<p>为何如此?其原因在于,供应受限和更高的投入成本为利润带来了一定压力,且明年拜登政府可能上调企业税,将对此造成进一步的影响。</p>\n<p>总结来看,<b>受益于全球数万亿美元的财政刺激,企业盈利在过去几个季度当中表现出色,甚至超过了摩根士丹利此前的乐观预期。但由于成本压力上升、企业税上调阴云徘徊,目前的预测似乎都开始不切实际了起来。</b></p>\n<p>但值得注意的是,在一季度企业盈利创纪录过后,美股市场几乎没有什么太大波动,科技龙头FAAMG当中的几只,股价甚至比4月初还低。</p>\n<p>考虑到财报季过后企业盈利的大幅修正,整体市场价格仍旧持平。换句话说,<b>不断下滑的市盈率在很大程度上已经被不断上升的盈利预期给抵消了。</b></p>\n<p>Wilson警告称,到了这个时候,投资者必须扪心自问,是否认为估值会继续走低,以及未来的盈利修正能否抵消这一影响。</p>\n<p>他还提到,尽管与他有过交流的大部分客户均认为美股目前的估值水平较为合理,但他仍旧相信,<b>下调评级的过程尚未结束,盈利修正也无法抵消其影响,美股市场未来6个月可能会出现10-15%的调整。</b></p>","source":"wallstreetcn_api","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\">\n未来六个月美股将面临“痛苦”!大摩为何如此断言?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-02 13:45 北京时间 <a href=https://wallstreetcn.com/articles/3631926><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一周之前,摩根大通刚刚警告称,全球股指可能会在夏季出现10%的回调,并且预计今年下半年美股的投资回报率将低于均值。\n如今,摩根士丹利也加入了警告大军,认为美股未来半年的回调幅度将达到10%或15%左右,对于做多大宗商品、做空美元等非常拥挤的交易而言,若美国通胀等经济数据有了任何令人失望的风吹草动,就将为投资者们带来痛苦。\n在周一的研报中,摩根士丹利首席股票策略师Michael Wilson指出,...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3631926\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d2488184ce4815610e2426c10250da75","relate_stocks":{"MS":"摩根士丹利"},"source_url":"https://wallstreetcn.com/articles/3631926","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2140749092","content_text":"一周之前,摩根大通刚刚警告称,全球股指可能会在夏季出现10%的回调,并且预计今年下半年美股的投资回报率将低于均值。\n如今,摩根士丹利也加入了警告大军,认为美股未来半年的回调幅度将达到10%或15%左右,对于做多大宗商品、做空美元等非常拥挤的交易而言,若美国通胀等经济数据有了任何令人失望的风吹草动,就将为投资者们带来痛苦。\n在周一的研报中,摩根士丹利首席股票策略师Michael Wilson指出,去年美股受疫情基本面因素扰动经历了异常的波动,到了今年,企业盈利增速惊人,企业对于年度预估的修正也很夸张。\n现在看来,针对美股市场,顺着上述表现所得出的结论,或许已是过于乐观。\n该行首先看到,在过去的四个季度里,企业盈利超出预期的幅度高达20%,创下一个前所未有的新纪录;企业盈利修正幅度也接近35%,同样是一个非常高的数字,未来的下滑不可避免,且它很容易受到影响。\n\n\nWilson表示,目前的问题在于,当这两个数字开始出现下滑,其严重程度是否会到让市场关注的地步。\n他进一步认为,考虑到现在对未来十二个月(NTM)市盈率的预估也已经过高,上述情况确实有可能会发生。\n与此同时,企业净利率正处于历史高位,而不断飙升的生产者投入价格正在打击企业利润。摩根士丹利称,增量营业利润率现在已经超越了极限,很可能在未来十二个月内令市场更为失望。\n为何如此?其原因在于,供应受限和更高的投入成本为利润带来了一定压力,且明年拜登政府可能上调企业税,将对此造成进一步的影响。\n总结来看,受益于全球数万亿美元的财政刺激,企业盈利在过去几个季度当中表现出色,甚至超过了摩根士丹利此前的乐观预期。但由于成本压力上升、企业税上调阴云徘徊,目前的预测似乎都开始不切实际了起来。\n但值得注意的是,在一季度企业盈利创纪录过后,美股市场几乎没有什么太大波动,科技龙头FAAMG当中的几只,股价甚至比4月初还低。\n考虑到财报季过后企业盈利的大幅修正,整体市场价格仍旧持平。换句话说,不断下滑的市盈率在很大程度上已经被不断上升的盈利预期给抵消了。\nWilson警告称,到了这个时候,投资者必须扪心自问,是否认为估值会继续走低,以及未来的盈利修正能否抵消这一影响。\n他还提到,尽管与他有过交流的大部分客户均认为美股目前的估值水平较为合理,但他仍旧相信,下调评级的过程尚未结束,盈利修正也无法抵消其影响,美股市场未来6个月可能会出现10-15%的调整。","news_type":1},"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":113072093,"gmtCreate":1622589016012,"gmtModify":1704186700108,"author":{"id":"3575704845309016","authorId":"3575704845309016","name":"AceWong1114","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575704845309016","authorIdStr":"3575704845309016"},"themes":[],"htmlText":"Same","listText":"Same","text":"Same","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/113072093","repostId":"113029776","repostType":1,"repost":{"id":113029776,"gmtCreate":1622587350295,"gmtModify":1704186652826,"author":{"id":"3567674467070106","authorId":"3567674467070106","name":"sehchong","avatar":"https://static.tigerbbs.com/690f1cb829a1d7c63dd0a0ac190b0f8b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674467070106","authorIdStr":"3567674467070106"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a>需要多點耐心?","listText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a>需要多點耐心?","text":"$Opendoor Technologies Inc(OPEN)$需要多點耐心?","images":[{"img":"https://static.tigerbbs.com/0162e790493688f12c5340766979dff5","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/113029776","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119654688,"gmtCreate":1622544797744,"gmtModify":1704185992951,"author":{"id":"3575704845309016","authorId":"3575704845309016","name":"AceWong1114","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575704845309016","authorIdStr":"3575704845309016"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/119654688","repostId":"1149617351","repostType":4,"repost":{"id":"1149617351","pubTimestamp":1622541523,"share":"https://ttm.financial/m/news/1149617351?lang=&edition=fundamental","pubTime":"2021-06-01 17:58","market":"us","language":"en","title":"Alphabet Stock: Cloud Business Is Not Priced In","url":"https://stock-news.laohu8.com/highlight/detail?id=1149617351","media":"seekingalpha","summary":"Summary\n\nAlphabet Q1 2021 results show that it's back on its front foot.\nAlphabet's Cloud opportunit","content":"<p><b>Summary</b></p>\n<ul>\n <li>Alphabet Q1 2021 results show that it's back on its front foot.</li>\n <li>Alphabet's Cloud opportunity is compelling and growing substantially faster than investors realize.</li>\n <li>Alphabet is priced at 32x trailing free cash flow, making it one of the cheapest tech stocks around.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/109234720a359e69ad5ff5a3bf82a35e\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Photo by 400tmax/iStock Unreleased via Getty Images</span></p>\n<p><b>Investment Thesis</b></p>\n<p>Alphabet's(NASDAQ:GOOG)(NASDAQ:GOOGL)Cloud business is growing faster than investors realize. I argue that Alphabet's Cloud business is compelling while at the same time contending that it's growing faster than many appreciate.</p>\n<p>Meanwhile, that Alphabet's stock is probably one of the cheapest investing opportunities in tech right now at just 32x trailing free cash flow. Note: not sales but clean free cash flow.</p>\n<p><b>Digging Into Future Revenue Drivers</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6e955648e7aa69f99752ec4e9b2b869\" tg-width=\"1235\" tg-height=\"559\"><span>Source: author'swork</span></p>\n<p>As we can above, Alphabet's Q1 2021 results were particularly strong. Even if consider that Q1 2020 was delivered lackluster growth as COVID fully disrupted the advertising sector, we can see above that momentum has returned to Alphabet.</p>\n<p>Having said all that, one aspect that I don't believe investors are paying sufficient attention to is Alphabet's Cloud prospects. Google Cloud's business is now roughly 67% the size of Alphabet's YouTube. Moreover, this business is now worth 7% of Alphabet's total business and growing rapidly.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65cb2c889dcde622664e3283d73d1283\" tg-width=\"640\" tg-height=\"251\"><span>Source: InvestorPresentation</span></p>\n<p>The point to emphasize is that Alphabet's Cloud prospects are much bigger than investors are pricing in right now. And equally important, there's<i>no evidence</i>that Alphabet's Cloud prospects had a one-off benefit during COVID that brought about a digital acceleration and that its momentum has now tapered off.</p>\n<p>On the contrary, the number of customers that are expanding their footprint with Google Cloud continues to increase as customers require cloud-native, multi-cloud technology.</p>\n<p>And this is a tailwind that isn't going to fizzle out any time soon. In other words, investors are<i>not falling for an unsubstantiated ''story'' stock</i>. There's tangible momentum that is clearly resonating with customers:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0682924e4f901b4ab3c7d9833df80668\" tg-width=\"640\" tg-height=\"329\"><span>Source: Investor Presentation</span></p>\n<p>Furthermore, despite being a fraction of the size of Amazon's AWS (AMZN) Google Cloud clearly delivers a very high return on investment for enterprises.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02f6af749380679b969336a59dc37c9d\" tg-width=\"640\" tg-height=\"143\"><span>Source: Investor Presentation</span></p>\n<p>Having said all that, investors may be right to question given all the momentum in Google Cloud, why is this segment<i>still incurring heavy losses</i>?</p>\n<p>Alphabet's Q1 2021 results reported approximately $1 billion in losses. On the other hand, let's keep in mind that Amazon's AWS grew approximately 32% y/y during Q1 2021, whereas Alphabet's Cloud segment was up 46% y/y.</p>\n<p>Any time that Alphabet's Cloud can outgrow AWS by 1,400 basis points during a single quarter, it should absolutely do whatever it takes to onboard more customers and gain market share.</p>\n<p>The sole focus of Google Cloud should be to get enterprises to sign up and migrate onto its platform. Firstly, because this customer is going to be incredibly sticky as very few enterprises would churn out from their cloud platform. And secondly, over time, Alphabet can work on selling more products to enterprises and increasing its contract value with customers.</p>\n<p>In essence, the point to impress on readers is that when many investors try to value Alphabet a put lot of energy on Alphabet for its monopoly-like Search business and YouTube, but investors aren't paying sufficient attention to its Cloud business.</p>\n<p><b>Valuation - Still More Upside Potential</b></p>\n<p>Amazon is an amazing company. And many investors agree that a substantial portion of its market cap's value is derived from its cloud business. Hence, keep in mind the following facts. Both of these enterprises are traded at approximately $1.6 trillion.</p>\n<p>Meanwhile, Amazon's free cash flow margins over its trailing twelve months reached 5% versus Alphabet's free cash flow for the same period reaching 26%.</p>\n<p>What's more, Alphabet's Cloud business is evidently growing faster than Amazon's AWS and taking market share as it embraces this growing total addressable market. Furthermore, despite clocking up several billions of revenues during a single quarter, it's evidently<i>notbenefitting</i>from the law of small numbers.</p>\n<p>If we acknowledge that Alphabet's Cloud business was the slowest off the running block amongst all the tech giants, Alphabet Cloud has still managed to come from behind and show that first player advantage means very little in tech.</p>\n<p>Finally, right now in tech, there aren't too many companies still being valued at 32x trailing free cash flow. There are plenty of unprofitable companies being valued at 32x forward sales, but few as free cash flow generative as Alphabet, still being priced as cheaply as Alphabet, while having several diverse monopoly-like businesses.</p>\n<p><b>The Bottom Line</b></p>\n<p>Alphabet continues to steadily climb its revenues and shows no sign of meaningfully slowing down below 20% CAGR any time soon.</p>\n<p>Alphabet is well known for Search and YouTube, however, I make the case that very little weight is afforded towards Alphabet's Cloud business. Accordingly, that's why paying 32x trailing free cash flow this stock is cheaply valued and should be put on anyone's watchlist.</p>\n<p>Readers may question why the author doesn't hold any position here, given his bullish stance. That's because I find better opportunities amidst<i>small-cap stocks.</i></p>","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>Alphabet Stock: Cloud Business Is Not Priced In</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\">\nAlphabet Stock: Cloud Business Is Not Priced In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-01 17:58 GMT+8 <a href=https://seekingalpha.com/article/4432337-alphabet-fast-growing-cloud-business-and-cheap-stock><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlphabet Q1 2021 results show that it's back on its front foot.\nAlphabet's Cloud opportunity is compelling and growing substantially faster than investors realize.\nAlphabet is priced at 32x ...</p>\n\n<a href=\"https://seekingalpha.com/article/4432337-alphabet-fast-growing-cloud-business-and-cheap-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://seekingalpha.com/article/4432337-alphabet-fast-growing-cloud-business-and-cheap-stock","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1149617351","content_text":"Summary\n\nAlphabet Q1 2021 results show that it's back on its front foot.\nAlphabet's Cloud opportunity is compelling and growing substantially faster than investors realize.\nAlphabet is priced at 32x trailing free cash flow, making it one of the cheapest tech stocks around.\n\nPhoto by 400tmax/iStock Unreleased via Getty Images\nInvestment Thesis\nAlphabet's(NASDAQ:GOOG)(NASDAQ:GOOGL)Cloud business is growing faster than investors realize. I argue that Alphabet's Cloud business is compelling while at the same time contending that it's growing faster than many appreciate.\nMeanwhile, that Alphabet's stock is probably one of the cheapest investing opportunities in tech right now at just 32x trailing free cash flow. Note: not sales but clean free cash flow.\nDigging Into Future Revenue Drivers\nSource: author'swork\nAs we can above, Alphabet's Q1 2021 results were particularly strong. Even if consider that Q1 2020 was delivered lackluster growth as COVID fully disrupted the advertising sector, we can see above that momentum has returned to Alphabet.\nHaving said all that, one aspect that I don't believe investors are paying sufficient attention to is Alphabet's Cloud prospects. Google Cloud's business is now roughly 67% the size of Alphabet's YouTube. Moreover, this business is now worth 7% of Alphabet's total business and growing rapidly.\nSource: InvestorPresentation\nThe point to emphasize is that Alphabet's Cloud prospects are much bigger than investors are pricing in right now. And equally important, there'sno evidencethat Alphabet's Cloud prospects had a one-off benefit during COVID that brought about a digital acceleration and that its momentum has now tapered off.\nOn the contrary, the number of customers that are expanding their footprint with Google Cloud continues to increase as customers require cloud-native, multi-cloud technology.\nAnd this is a tailwind that isn't going to fizzle out any time soon. In other words, investors arenot falling for an unsubstantiated ''story'' stock. There's tangible momentum that is clearly resonating with customers:\nSource: Investor Presentation\nFurthermore, despite being a fraction of the size of Amazon's AWS (AMZN) Google Cloud clearly delivers a very high return on investment for enterprises.\nSource: Investor Presentation\nHaving said all that, investors may be right to question given all the momentum in Google Cloud, why is this segmentstill incurring heavy losses?\nAlphabet's Q1 2021 results reported approximately $1 billion in losses. On the other hand, let's keep in mind that Amazon's AWS grew approximately 32% y/y during Q1 2021, whereas Alphabet's Cloud segment was up 46% y/y.\nAny time that Alphabet's Cloud can outgrow AWS by 1,400 basis points during a single quarter, it should absolutely do whatever it takes to onboard more customers and gain market share.\nThe sole focus of Google Cloud should be to get enterprises to sign up and migrate onto its platform. Firstly, because this customer is going to be incredibly sticky as very few enterprises would churn out from their cloud platform. And secondly, over time, Alphabet can work on selling more products to enterprises and increasing its contract value with customers.\nIn essence, the point to impress on readers is that when many investors try to value Alphabet a put lot of energy on Alphabet for its monopoly-like Search business and YouTube, but investors aren't paying sufficient attention to its Cloud business.\nValuation - Still More Upside Potential\nAmazon is an amazing company. And many investors agree that a substantial portion of its market cap's value is derived from its cloud business. Hence, keep in mind the following facts. Both of these enterprises are traded at approximately $1.6 trillion.\nMeanwhile, Amazon's free cash flow margins over its trailing twelve months reached 5% versus Alphabet's free cash flow for the same period reaching 26%.\nWhat's more, Alphabet's Cloud business is evidently growing faster than Amazon's AWS and taking market share as it embraces this growing total addressable market. Furthermore, despite clocking up several billions of revenues during a single quarter, it's evidentlynotbenefittingfrom the law of small numbers.\nIf we acknowledge that Alphabet's Cloud business was the slowest off the running block amongst all the tech giants, Alphabet Cloud has still managed to come from behind and show that first player advantage means very little in tech.\nFinally, right now in tech, there aren't too many companies still being valued at 32x trailing free cash flow. There are plenty of unprofitable companies being valued at 32x forward sales, but few as free cash flow generative as Alphabet, still being priced as cheaply as Alphabet, while having several diverse monopoly-like businesses.\nThe Bottom Line\nAlphabet continues to steadily climb its revenues and shows no sign of meaningfully slowing down below 20% CAGR any time soon.\nAlphabet is well known for Search and YouTube, however, I make the case that very little weight is afforded towards Alphabet's Cloud business. Accordingly, that's why paying 32x trailing free cash flow this stock is cheaply valued and should be put on anyone's watchlist.\nReaders may question why the author doesn't hold any position here, given his bullish stance. That's because I find better opportunities amidstsmall-cap stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119654040,"gmtCreate":1622544780180,"gmtModify":1704185992136,"author":{"id":"3575704845309016","authorId":"3575704845309016","name":"AceWong1114","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575704845309016","authorIdStr":"3575704845309016"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/119654040","repostId":"1143634909","repostType":4,"repost":{"id":"1143634909","pubTimestamp":1622418963,"share":"https://ttm.financial/m/news/1143634909?lang=&edition=fundamental","pubTime":"2021-05-31 07:56","market":"us","language":"en","title":"These are Wall Street’s top analysts favorite stocks heading into June","url":"https://stock-news.laohu8.com/highlight/detail?id=1143634909","media":"CNBC","summary":"With May coming to a close, Wall Street analysts are fine tuning their recommendations as COVID-19 v","content":"<div>\n<p>With May coming to a close, Wall Street analysts are fine tuning their recommendations as COVID-19 vaccinations pave the way for further economic re-opening this summer.We used TipRanks analyst ...</p>\n\n<a href=\"https://www.cnbc.com/2021/05/30/wall-street-analysts-say-buy-stocks-deere-advanced-micro-devices.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These are Wall Street’s top analysts favorite stocks heading into June</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; 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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\">\nThese are Wall Street’s top analysts favorite stocks heading into June\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-31 07:56 GMT+8 <a href=https://www.cnbc.com/2021/05/30/wall-street-analysts-say-buy-stocks-deere-advanced-micro-devices.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With May coming to a close, Wall Street analysts are fine tuning their recommendations as COVID-19 vaccinations pave the way for further economic re-opening this summer.We used TipRanks analyst ...</p>\n\n<a href=\"https://www.cnbc.com/2021/05/30/wall-street-analysts-say-buy-stocks-deere-advanced-micro-devices.html\">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","ATRC":"AtriCure公司","AEIS":"先进能源工业公司","DE":"迪尔股份有限公司","AMED":"阿米斯医疗"},"source_url":"https://www.cnbc.com/2021/05/30/wall-street-analysts-say-buy-stocks-deere-advanced-micro-devices.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1143634909","content_text":"With May coming to a close, Wall Street analysts are fine tuning their recommendations as COVID-19 vaccinations pave the way for further economic re-opening this summer.We used TipRanks analyst forecasting service to pinpoint stocks earning bullish support from the Street, narrowing our search to only calls made by the best-performing analysts. These are the analysts with the highest success rate and average return per rating, taking into consideration the number of ratings published by each analyst.Here are top Wall Street analysts' five favorite stocks heading into June:Advanced Micro DevicesNorthland Capital analyst Gus Richard says it's to infinity and beyond for Advanced Micro Devices. In line with this optimistic take, the five-star analyst reiterated a Buy rating and $116 price target.Richard believes that the semiconductor name will have a solid Q2, but argues the real question is whether PC demand will slow as the economy re-opens. According to the analyst, the answer is yes, but points out that $AMD(AMD)$’s “better products” are helping it to take market share from Intel.“One of the most difficult markets to penetrate is the corporate client. In CY19 Intel was short on 14nm capacity and late on 10nm and this limited its ability to meet demand opening the door for AMD in the corporate market. We estimate that AMD currently has a 5% to 7% share of the higher-margin corporate client market and expect its share to accelerate as corporations dual source,” Richard explained.Additionally, based on Intel’s recent results and the analyst’s industry checks, Intel has been focused on low-end Chromebooks, and “these dynamics bode well for a strong 2H for AMD in the client market,” in Richard’s opinion.With this in mind, Richard argues that over the next few years, AMD’s revenue share in the PC clients market will reach around 50%, from 20% currently. It also is in the second year of a game console product cycle, which the analyst believes could lead to an improvement in gross margins for this segment.It should also be noted thatAMDhas an advantage in the x86 server space. “We believe leadership in the x86 market is driven primarily by process technology and to a lesser extent design differentiation. INTC is chasing government money to build foundries in the US putting it into competition with TSMC. While INTC has struck a longterm supply agreement with TSMC they are also becoming a competitor to TSMC. It is in TSMC’s best interest to favor AMD over INTC as it will get all of AMD’s lead edge logic business,” Richard commented.Landing a top 40 spot on TipRanks’ list of best-performing analysts, Richard boasts a 71% success rate and 33.8% average return per rating.AmedisysOperating in the healthcare services space,Amedisys offers home healthcare (HH), hospice services and disease management programs.According to Oppenheimer’s Michael Wiederhorn, the company’s “growth story remains on track,” prompting the analyst to maintain a Buy rating. In addition, he left the $325 price target as is.“We hosted meetings with Amedisys and believe the company remains well-positioned for growth in the post-pandemic era, driven by organic opportunities as it bulks up its BD staff and leverages opportunities to further penetrate existing markets with its sizable hospice platform, which included ~$600 million in acquired hospice revenues,” Wiederhorn noted.Across both of its main segments, trends have been bouncing back, with elective procedures moving toward 100% of baseline. As for the hospice business,Amedisys’ primary focus is on admissions, but Wiederhorn points out that LOS issues might have normalized.Some investors have expressed concern about labor inflation, but Wiederhorn doesn’t see this as a significant issue. The analyst tells investors that “despite the ongoing noise in the marketplace,” labor inflation is under control and management is watching the wage environment.“Amedisys has continued to generate low turnover rates (15%) that are well below the market and historical levels (40%) due in large part to its predictive analytics that identify vulnerable employees,” Wiederhorn added.When it comes to M&A, the company is “optimistic on the longer-term upside from home health M&A, as the myriad of pandemic-related benefits, including sequestration, payroll tax, Medicare accelerated payments, CARES Act money and the RAP impact, are set to expire,” says Wiederhorn. He also points out that Amedisys has made a significant effort to establish partnerships which “leverage its high quality scores.”“The company spoke positively regarding its SNF @ Home Partnership with Sound Physicians, which deploys some form of capitation, while its Fresenius dialysis partnership has partial capitation,” Wiederhorn stated.Thanks to his 76% success rate and 23.6% average return per rating, Wiederhorn is ranked #34 out of over 7,000 analysts tracked by TipRanks.DeereEven though Deere bumped up its outlook for 2021, Jefferies analyst Stephen Volkmann thinks these estimates “could prove conservative.” With this in mind, the top analyst reiterated a Buy rating. In addition, he gave the price target a lift, with the figure moving from $400 to $450.When trying to call Deere’s next peak, it is “complicated,” in Volkmann’s opinion. “First, management’s commentary around the cycle – both Large and Small Ag business at roughly 110-115% of mid-cycle – excludes the last supercycle and therefore undercounts the potential. Second, we estimate overall ASPs have increased 40-50% since the 2013 peak through a combination of emissions regulations, increased technology content, and normal inflation,” the analyst explained.So, what’s the bottom line? Volkmann estimates that the total potential revenue is $55 billion, and at 20% EBIT margin, this amounts to $30 in earnings power, not including additional capital employment.According to the management team at Deere, for 2021, consolidated sales are set to rise 23.5%-28.5% (compared to the previous 16%-25% estimate), with this factoring in FX and pricing tailwinds.Volkmann points out that although the company is benefitting from commodity price inflation, management has warned about a $750 million freight/logistics and material costs headwind for the rest of this year. In addition, given that the 2021 order book is filled, it might be hard for Deere to cover additional increases. That being said, the analyst argues “pricing was the standout message of the quarter, adding roughly 6 percentage points to F1H growth and 5-plus points to the full-year outlook.”What’s more, Deere is evaluating additional structural changes, with this potentially including overseas footprint consolidations and closures. Its key priorities are to streamline the organizational structure, make “more focused capital allocation decisions geared toward the higher-growth, higher-margin portion of the portfolio,” expand the aftermarket opportunity and increase Wirtgen synergies.Volkmann lands a top 100 ranking as a result of his 74% success rate and 25.8% average return per rating.ZscalerCalling Zscaler’s latest quarterly performance “another jaw dropper,” Wedbush’s Daniel Ives remains very much with the bulls. To this end, the analyst kept a Buy rating and $240 price target on the cloud-based information security company.Looking at the print, billings gained 71% and surpassed the consensus estimate by 20%-plus, with Ives noting its “clear that the zero trust shift is hitting another gear of growth with ZS leading the charge.”Expounding on this, Ives stated, “While the bears and skeptics on ZS threw the company in the ‘WFH growth tailing off crew’ over the last few months, we continue to view this is a zero trust cloud transformation name that will see massive growth prospects for the foreseeable future as the company is essentially the only game in town on enterprise scale zero trust cyber security deployments.”Arguing that Zscaleris in the “drivers seat” when it comes to the cloud cyber security shift over the next ten years, Ives believes that the current IT landscape has ramped up the company’s ability to capitalize on the opportunity.“In our opinion, ZS is the best pure play in the cloud security arena, which we believe is still in the very early innings of taking off with overall hybrid cloud workloads poised to meaningfully accelerate over the coming years and in this climate could see some strategic deals moved forward as the shift to cloud outside the firewall is catalyzing a handful of key sales cycles,” Ives commented.According to the Wedbush analyst, the need to secure applications, data and consumers outside the firewall highlight the huge total addressable market.Summing it all up, Ives said, “To this point given last night’s results and our increased confidence in the ZS story, we believe a further re-rating is still in the cards over the next 12 to 18 months.”Ives’ stellar track record speaks for itself. The #73 rated analyst has delivered a 68% success rate and 30.4% average return per rating.AtriCureAtriCure has developed a portfolio of products for the surgical ablation of cardiac tissue to treat persistent atrial fibrillation (AF) in concomitant and stand-alone procedures.For BTIG analyst Marie Thibault, there are multiple reasons to be bullish on AtriCure’s long-term growth prospects. Bearing this in mind, the five-star analyst reiterated a Buy rating and a $76 price target.Recently, Thibault hosted a call with Dr. Michael Panutich, a cardiac electrophysiologist (EP) at the Hoag Heart & Vascular Institute, who has been performing the hybrid Convergent procedure, which involves endocardial catheter ablation and epicardial ablation using AtriCure’s EPi-Sense Coagulation Device, since 2017. Given that the FDA has approved the EPi-Sense device in long-standing persistent AF, Dr. Panutich believes that the number of hospitals adopting and marketing the procedure will grow.On top of this, Thibault points out that the FDA approval could make it easier to secure reimbursement, as “fewer insurers will be able to push back on the treatment as being ‘experimental’ or require a failed ablation first.”“This discussion left us with the impression that ATRC’s minimally invasive franchise is poised for robust growth, that careful training will be key to continued success with the Convergent procedure, and that the AF field will continue to be a source of clinical progress,” Thibault commented.What else is driving Thibault’s confidence? The analyst highlights the ongoing momentum for AtriClip, AtriCure’s product designed for use in the occlusion of the left atrial appendage, one of the most common sources of stroke. She is also expecting to see new verticals like cryoablation contribute to revenue generation.Thibault sports an impressive 65.8% average return per rating, helping her to earn a #127 ranking.","news_type":1},"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110290586,"gmtCreate":1622455593845,"gmtModify":1704184664399,"author":{"id":"3575704845309016","authorId":"3575704845309016","name":"AceWong1114","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575704845309016","authorIdStr":"3575704845309016"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/110290586","repostId":"1172362239","repostType":4,"isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581714447881138","authorId":"3581714447881138","name":"nuxezt","avatar":"https://static.tigerbbs.com/59377d9d4868bc55b936ae5d44ea9d14","crmLevel":1,"crmLevelSwitch":0,"idStr":"3581714447881138","authorIdStr":"3581714447881138"},"content":"Like and comment","text":"Like and comment","html":"Like and 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href=\"https://laohu8.com/S/SKLZ\">$SKLZ 20210521 17.5 PUT(SKLZ)$</a>Up or down","listText":"<a href=\"https://laohu8.com/S/SKLZ\">$SKLZ 20210521 17.5 PUT(SKLZ)$</a>Up or down","text":"$SKLZ 20210521 17.5 PUT(SKLZ)$Up or 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href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>[微笑] [微笑] ","listText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>[微笑] [微笑] ","text":"$Skillz Inc(SKLZ)$[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/103537484","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375936421,"gmtCreate":1619274229563,"gmtModify":1704722029634,"author":{"id":"3575704845309016","authorId":"3575704845309016","name":"AceWong1114","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575704845309016","authorIdStr":"3575704845309016"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/375936421","repostId":"1166519043","repostType":4,"repost":{"id":"1166519043","pubTimestamp":1619192700,"share":"https://ttm.financial/m/news/1166519043?lang=&edition=fundamental","pubTime":"2021-04-23 23:45","market":"us","language":"en","title":"Tesla Stock Split: Will It Happen Again?","url":"https://stock-news.laohu8.com/highlight/detail?id=1166519043","media":"seekingalpha","summary":"Tesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple and Chinese smartphone makers Huawei and Xiaomi.More traditional automakers will also be producing electric vehicles. Even if the demand side is plausible, it would mean Tesla needs to build many more factories.However, if analysts are right that Tesla's true potential lies in a future rollout of an autonomous ride-hailing fleet, its share price has much room to head north based on the consensus ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Tesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple and Chinese smartphone makers Huawei and Xiaomi.</li>\n <li>More traditional automakers will also be producing electric vehicles. Even if the demand side is plausible, it would mean Tesla needs to build many more factories.</li>\n <li>It's a high chance that a great number of new plants would be in China which carries plenty of geopolitical risks. The headwinds from the uncertainties could suppress TSLA stock.</li>\n <li>However, if analysts are right that Tesla's true potential lies in a future rollout of an autonomous ride-hailing fleet, its share price has much room to head north based on the consensus projections.</li>\n <li>Tesla could consider another stock split to get \"more people in the stock.\" Past experiences suggest the EV titan could do one before the share price hit quadruple-digit again.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59edf6c2b70d6c984dc825b7567439bc\" tg-width=\"768\" tg-height=\"512\"><span>Photo by Spencer Platt/Getty Images News via Getty Images</span></p>\n<p><b>TSLA stock is poised to rise in line with its business growth</b></p>\n<p>In a recent article titled <i>Who Will Be The Biggest Competitors By 2025</i>, I questioned certain projections regarding Tesla's (TSLA) car sales. Some estimates implied that Tesla would take a lion's share of the EV market despite the rapid increase in the number of competitors.</p>\n<p>By 2025, Tesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple Inc. (AAPL) as well as Chinese smartphone giants Huawei and Xiaomi Corporation (OTC:XIACF)(OTCPK:XIACY). More traditional automakers will also be producing electric vehicles, even as they continue to churn out internal combustion engine-based cars.</p>\n<p>Even if the demand side is plausible, it would mean Tesla, Inc. needs to build many more factories. Given the effusive praise we have heard from Elon Musk regarding the speed of factory construction and on China in general, we could expect additional new plants to be cited in the populous country. That could add more geopolitical risks to the stock, as SA author John Engle argued.</p>\n<p>Then again, as many readers on Seeking Alpha, analysts, and Cathie Wood have postulated, Tesla's true potential lies in a future rollout of an autonomous ride-hailing fleet. Consequently, Tesla's revenue is projected to rise from $31.54 billion in 2020 to a whopping $388.52 billion on a consensus basis in 2030. That would bring the price-to-sales ratio to a mere 1.84 times on a forward basis.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fac352f9c2ac9bac0412ed076c27c75a\" tg-width=\"640\" tg-height=\"368\"><span>Source: Seeking Alpha Premium</span></p>\n<p>If Tesla did not disappoint the most bullish of the optimists forecasting its revenue to hit $600.7 billion in 2030, its P/S ratio would drop even lower to 1.19 times! You might say, all that sales are wonderful but what does their profitability look like? Well, the analysts believe TSLA would make boatloads of money. The consensus EPS estimate for 2030 is $33.48, a massive jump from the $0.64 it achieved in 2020. If the 2030 EPS estimate is realized, those earnings at today's price would reflect a ratio of 22.2 times, which could be seen as incredibly low.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7650450aa6230d6585a502b571ee3652\" tg-width=\"640\" tg-height=\"278\"><span>Source: Seeking Alpha Premium</span></p>\n<p>With EV sales projected by industry consultancy Canalys to remain below 50 percent of the total car sales by 2030, there remains significant growth potential for Tesla to increase its revenue. As such, assuming the analysts are correct, the share price of TSLA will not stay at the present level for the P/S ratio to be just 1.84 times and the P/E ratio at 22.2 times, the share price of TSLA would rise further than where it stands today.</p>\n<p><img src=\"https://static.tigerbbs.com/0cd810d4171606b50d186b8d9bf10bf5\" tg-width=\"640\" tg-height=\"479\"></p>\n<p>Tesla stock split history: What was Tesla's stock price before the recent split?</p>\n<p>In other words, Tesla's share price would continue to rise over the next five to ten years. With that in mind, the question is, will TSLA split again? Before discussing that, let's review Tesla's previous split.</p>\n<p>On August 11, 2020, Tesla announced, after the market closed, that its board approved a five-for-one split of shares to \"make stock ownership more accessible to employees and investors.\" This marked Tesla's first-ever split announcement. The stock jumped from a pre-split price of $1374.4 to as high as $1585 the next day before closing at $1554.75. TSLA went on to clock further gains the rest of the month, appreciating over 80 percent by the end of August 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/c1b22a860341fe3bf36996d737680ddb\" tg-width=\"640\" tg-height=\"485\"></p>\n<p><b>How did Tesla's most recent stock split affect share prices?</b></p>\n<p>Interestingly, after the split was affected, Tesla stock lost much of the August gains in just a few trading sessions in early September. The share price decline was speculated by some to be due to shareholders paring their holdings since the split had resulted in them holding more TSLA shares. This seems logical as the purpose of the split was to accord shareholders with greater \"liquidity\" over their TSLA holding.</p>\n<p>However, the weakness in Tesla's share price was more likely attributable to a capital-raising exercise announced pre-market on September 1, 2020. Although only up to $5 billion worth of shares representing just over 1 percent of Tesla's market cap were to be sold, investors were probably looking for a trigger to take profit considering that TSLA was running in overbought territory for more than two weeks, according to the relative strength index [RSI] momentum indicator at that time.</p>\n<p>TSLA's strong run upwards had also led to the stock becoming \"overweight\" on many shareholders' portfolios. Ironically, that meant investors, whether individuals or fund managers had to reduce their Tesla holdings to avoid concentration risk. For funds with concentration guidelines or rules, it's not even a choice but a mandatory reduction exercise once the Tesla position became outsized.</p>\n<p>To make matters worse, Tesla stock was subsequently dragged down further into correction territory amid a sell-off by investors of tech favorites and \"all things frothy.\" The share price recovered some grounds quickly but the stock stagnated for a few months thereafter before a powerful wave of EV hypeswept TSLA up again to new heights.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/085a34d7256fb764f0652d6223057202\" tg-width=\"640\" tg-height=\"267\"><span>Source: Yahoo Finance</span></p>\n<p><b>When will Tesla stock split again?</b></p>\n<p>Although Tesla's share price has pulled back from the peak earlier in the year, it remains much higher than the post-split level last year. At $744.12 at the time of writing, TSLA is 49 percent higher than the $498.32 close on August 31, 2020, the day of the stock split.</p>\n<p>If the past is any reference, Tesla executives did the stock split when the share price was in quadruple-digit. TSLA will need to rise more than 34 percent for that to happen again. As I opined earlier, Tesla stock appears to be poised for further upside. I believe it's more of a question of when, not if, will TSLA hit above $1,000 per share.</p>\n<p>Nevertheless, even in the current investing environment where there are platforms allowing the trading of fractional shares, there are still benefits for stocks with smaller prices. One obvious advantage is the impact on psychology, as the mind interprets low prices as \"cheaply valued\" and having room to head north.</p>\n<p>The leadership at Apple must be thinking the same as the folks at Tesla when the company executed its stock split around the same time as the EV giant last August. The share price appreciation from pre-announcement to post-stock split date was less spectacular compared to Tesla but still a hefty 41 percent.</p>\n<p><img src=\"https://static.tigerbbs.com/46bd0bed00b03ba1d738fd84c9dfb0dc\" tg-width=\"640\" tg-height=\"483\"></p>\n<p>Considering that Apple announced a stock split when the share price was much lower at $384.76, it goes to show there's value in considering a split in the stock even without the share price hitting quadruple-digit. Furthermore, AAPL has done this four times before - in 1987, 2000, 2005, and 2014 - when the share prices were all below $1,000. In 1987 and 2005, the stock was even trading at the sub-$100 level when the company did the split.</p>\n<p>Jim Cramer was quoted as saying during an interview last year that Tim Cook explained the 2020 stock split to him, telling him that he wanted \"more people in the stock.\" I suppose that's what Bill Gates and his team thought when the software giant performed eight stock splits from the listing of Microsoft (MSFT) until 1999 as MSFT climbed exponentially during the period. Elon Musk and Tim Cook are the odd couple but I believe the former would agree on having \"more people\" in TSLA stock.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44957db620e86907bb72e9691bc726e6\" tg-width=\"640\" tg-height=\"250\"><span>Source: Yahoo Finance</span></p>\n<p><b>Should you buy Tesla now or wait for a split?</b></p>\n<p>Video-streaming leader Netflix (NFLX) announced a seven-for-one stock split in 2015 when its share was around $700 pre-split. NFLX went on to do very well though it's very much due to its business success than a simple cosmetic stock split exercise. The point of bringing this up is that Tesla's share price is around where Netflix's share price was when the split was completed.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3cbb0c9bd178401bc6cc863a0934af2\" tg-width=\"640\" tg-height=\"271\"><span>Source: Yahoo Finance</span></p>\n<p>Although Amazon.com, Inc. (AMZN) and Alphabet Inc. (GOOGL)(GOOG) are the odd tech companies trading at quadruple-digit levels, most others are trading in the triple-digit or smaller. With the favorable experience from the previous stock split, Tesla might not want to wait for the share price to hit quadruple-digit again before contemplating another split.</p>\n<p>Furthermore, there is existing literature that reveals a strong correlation between stock splits and \"outstanding stock price performance\", giving Tesla the impetus to do so. Another potential trigger point for Elon Musk to announce a stock split could be when TSLA hit $840 per share. He would be able to claim that the company would do a two-for-one split so that the share price becomes $420 post-split.</p>\n<p>Of course, the share price wouldn't stay flat from the announcement date until the effective date. Nonetheless, the media would have gone into overdrive covering the announcement and speculating about the number's link to weed as well as Elon's past brush with the securities law on his previous take-Tesla-private-at-$420 claim. This would generate plenty of free publicity for the company.</p>\n<p>However, investors should not hang around for a stock split if they are intending to own shares in Tesla. It may not happen and the share price could still zoom upwards on speculations, improving sentiment, or due to business fundamentals.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Split: Will It Happen Again?</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 Split: Will It Happen Again?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-23 23:45 GMT+8 <a href=https://seekingalpha.com/article/4420899-tesla-stock-split-will-it-happen-again><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nTesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple and Chinese smartphone makers Huawei and Xiaomi.\nMore traditional automakers will also be ...</p>\n\n<a href=\"https://seekingalpha.com/article/4420899-tesla-stock-split-will-it-happen-again\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4420899-tesla-stock-split-will-it-happen-again","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1166519043","content_text":"Summary\n\nTesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple and Chinese smartphone makers Huawei and Xiaomi.\nMore traditional automakers will also be producing electric vehicles. Even if the demand side is plausible, it would mean Tesla needs to build many more factories.\nIt's a high chance that a great number of new plants would be in China which carries plenty of geopolitical risks. The headwinds from the uncertainties could suppress TSLA stock.\nHowever, if analysts are right that Tesla's true potential lies in a future rollout of an autonomous ride-hailing fleet, its share price has much room to head north based on the consensus projections.\nTesla could consider another stock split to get \"more people in the stock.\" Past experiences suggest the EV titan could do one before the share price hit quadruple-digit again.\n\nPhoto by Spencer Platt/Getty Images News via Getty Images\nTSLA stock is poised to rise in line with its business growth\nIn a recent article titled Who Will Be The Biggest Competitors By 2025, I questioned certain projections regarding Tesla's (TSLA) car sales. Some estimates implied that Tesla would take a lion's share of the EV market despite the rapid increase in the number of competitors.\nBy 2025, Tesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple Inc. (AAPL) as well as Chinese smartphone giants Huawei and Xiaomi Corporation (OTC:XIACF)(OTCPK:XIACY). More traditional automakers will also be producing electric vehicles, even as they continue to churn out internal combustion engine-based cars.\nEven if the demand side is plausible, it would mean Tesla, Inc. needs to build many more factories. Given the effusive praise we have heard from Elon Musk regarding the speed of factory construction and on China in general, we could expect additional new plants to be cited in the populous country. That could add more geopolitical risks to the stock, as SA author John Engle argued.\nThen again, as many readers on Seeking Alpha, analysts, and Cathie Wood have postulated, Tesla's true potential lies in a future rollout of an autonomous ride-hailing fleet. Consequently, Tesla's revenue is projected to rise from $31.54 billion in 2020 to a whopping $388.52 billion on a consensus basis in 2030. That would bring the price-to-sales ratio to a mere 1.84 times on a forward basis.\nSource: Seeking Alpha Premium\nIf Tesla did not disappoint the most bullish of the optimists forecasting its revenue to hit $600.7 billion in 2030, its P/S ratio would drop even lower to 1.19 times! You might say, all that sales are wonderful but what does their profitability look like? Well, the analysts believe TSLA would make boatloads of money. The consensus EPS estimate for 2030 is $33.48, a massive jump from the $0.64 it achieved in 2020. If the 2030 EPS estimate is realized, those earnings at today's price would reflect a ratio of 22.2 times, which could be seen as incredibly low.\nSource: Seeking Alpha Premium\nWith EV sales projected by industry consultancy Canalys to remain below 50 percent of the total car sales by 2030, there remains significant growth potential for Tesla to increase its revenue. As such, assuming the analysts are correct, the share price of TSLA will not stay at the present level for the P/S ratio to be just 1.84 times and the P/E ratio at 22.2 times, the share price of TSLA would rise further than where it stands today.\n\nTesla stock split history: What was Tesla's stock price before the recent split?\nIn other words, Tesla's share price would continue to rise over the next five to ten years. With that in mind, the question is, will TSLA split again? Before discussing that, let's review Tesla's previous split.\nOn August 11, 2020, Tesla announced, after the market closed, that its board approved a five-for-one split of shares to \"make stock ownership more accessible to employees and investors.\" This marked Tesla's first-ever split announcement. The stock jumped from a pre-split price of $1374.4 to as high as $1585 the next day before closing at $1554.75. TSLA went on to clock further gains the rest of the month, appreciating over 80 percent by the end of August 2020.\n\nHow did Tesla's most recent stock split affect share prices?\nInterestingly, after the split was affected, Tesla stock lost much of the August gains in just a few trading sessions in early September. The share price decline was speculated by some to be due to shareholders paring their holdings since the split had resulted in them holding more TSLA shares. This seems logical as the purpose of the split was to accord shareholders with greater \"liquidity\" over their TSLA holding.\nHowever, the weakness in Tesla's share price was more likely attributable to a capital-raising exercise announced pre-market on September 1, 2020. Although only up to $5 billion worth of shares representing just over 1 percent of Tesla's market cap were to be sold, investors were probably looking for a trigger to take profit considering that TSLA was running in overbought territory for more than two weeks, according to the relative strength index [RSI] momentum indicator at that time.\nTSLA's strong run upwards had also led to the stock becoming \"overweight\" on many shareholders' portfolios. Ironically, that meant investors, whether individuals or fund managers had to reduce their Tesla holdings to avoid concentration risk. For funds with concentration guidelines or rules, it's not even a choice but a mandatory reduction exercise once the Tesla position became outsized.\nTo make matters worse, Tesla stock was subsequently dragged down further into correction territory amid a sell-off by investors of tech favorites and \"all things frothy.\" The share price recovered some grounds quickly but the stock stagnated for a few months thereafter before a powerful wave of EV hypeswept TSLA up again to new heights.\nSource: Yahoo Finance\nWhen will Tesla stock split again?\nAlthough Tesla's share price has pulled back from the peak earlier in the year, it remains much higher than the post-split level last year. At $744.12 at the time of writing, TSLA is 49 percent higher than the $498.32 close on August 31, 2020, the day of the stock split.\nIf the past is any reference, Tesla executives did the stock split when the share price was in quadruple-digit. TSLA will need to rise more than 34 percent for that to happen again. As I opined earlier, Tesla stock appears to be poised for further upside. I believe it's more of a question of when, not if, will TSLA hit above $1,000 per share.\nNevertheless, even in the current investing environment where there are platforms allowing the trading of fractional shares, there are still benefits for stocks with smaller prices. One obvious advantage is the impact on psychology, as the mind interprets low prices as \"cheaply valued\" and having room to head north.\nThe leadership at Apple must be thinking the same as the folks at Tesla when the company executed its stock split around the same time as the EV giant last August. The share price appreciation from pre-announcement to post-stock split date was less spectacular compared to Tesla but still a hefty 41 percent.\n\nConsidering that Apple announced a stock split when the share price was much lower at $384.76, it goes to show there's value in considering a split in the stock even without the share price hitting quadruple-digit. Furthermore, AAPL has done this four times before - in 1987, 2000, 2005, and 2014 - when the share prices were all below $1,000. In 1987 and 2005, the stock was even trading at the sub-$100 level when the company did the split.\nJim Cramer was quoted as saying during an interview last year that Tim Cook explained the 2020 stock split to him, telling him that he wanted \"more people in the stock.\" I suppose that's what Bill Gates and his team thought when the software giant performed eight stock splits from the listing of Microsoft (MSFT) until 1999 as MSFT climbed exponentially during the period. Elon Musk and Tim Cook are the odd couple but I believe the former would agree on having \"more people\" in TSLA stock.\nSource: Yahoo Finance\nShould you buy Tesla now or wait for a split?\nVideo-streaming leader Netflix (NFLX) announced a seven-for-one stock split in 2015 when its share was around $700 pre-split. NFLX went on to do very well though it's very much due to its business success than a simple cosmetic stock split exercise. The point of bringing this up is that Tesla's share price is around where Netflix's share price was when the split was completed.\nSource: Yahoo Finance\nAlthough Amazon.com, Inc. (AMZN) and Alphabet Inc. (GOOGL)(GOOG) are the odd tech companies trading at quadruple-digit levels, most others are trading in the triple-digit or smaller. With the favorable experience from the previous stock split, Tesla might not want to wait for the share price to hit quadruple-digit again before contemplating another split.\nFurthermore, there is existing literature that reveals a strong correlation between stock splits and \"outstanding stock price performance\", giving Tesla the impetus to do so. Another potential trigger point for Elon Musk to announce a stock split could be when TSLA hit $840 per share. He would be able to claim that the company would do a two-for-one split so that the share price becomes $420 post-split.\nOf course, the share price wouldn't stay flat from the announcement date until the effective date. Nonetheless, the media would have gone into overdrive covering the announcement and speculating about the number's link to weed as well as Elon's past brush with the securities law on his previous take-Tesla-private-at-$420 claim. This would generate plenty of free publicity for the company.\nHowever, investors should not hang around for a stock split if they are intending to own shares in Tesla. It may not happen and the share price could still zoom upwards on speculations, improving sentiment, or due to business fundamentals.","news_type":1},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":195397376,"gmtCreate":1621256177295,"gmtModify":1704354697332,"author":{"id":"3575704845309016","authorId":"3575704845309016","name":"AceWong1114","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575704845309016","authorIdStr":"3575704845309016"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SKLZ\">$SKLZ 20210521 17.5 PUT(SKLZ)$</a>Up or down","listText":"<a href=\"https://laohu8.com/S/SKLZ\">$SKLZ 20210521 17.5 PUT(SKLZ)$</a>Up or down","text":"$SKLZ 20210521 17.5 PUT(SKLZ)$Up or down","images":[{"img":"https://static.tigerbbs.com/b86ab9110d6e18e6c5cc4d6526ea7838","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/195397376","isVote":1,"tweetType":1,"viewCount":1082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":375936421,"gmtCreate":1619274229563,"gmtModify":1704722029634,"author":{"id":"3575704845309016","authorId":"3575704845309016","name":"AceWong1114","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575704845309016","authorIdStr":"3575704845309016"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/375936421","repostId":"1166519043","repostType":4,"repost":{"id":"1166519043","pubTimestamp":1619192700,"share":"https://ttm.financial/m/news/1166519043?lang=&edition=fundamental","pubTime":"2021-04-23 23:45","market":"us","language":"en","title":"Tesla Stock Split: Will It Happen Again?","url":"https://stock-news.laohu8.com/highlight/detail?id=1166519043","media":"seekingalpha","summary":"Tesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple and Chinese smartphone makers Huawei and Xiaomi.More traditional automakers will also be producing electric vehicles. Even if the demand side is plausible, it would mean Tesla needs to build many more factories.However, if analysts are right that Tesla's true potential lies in a future rollout of an autonomous ride-hailing fleet, its share price has much room to head north based on the consensus ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Tesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple and Chinese smartphone makers Huawei and Xiaomi.</li>\n <li>More traditional automakers will also be producing electric vehicles. Even if the demand side is plausible, it would mean Tesla needs to build many more factories.</li>\n <li>It's a high chance that a great number of new plants would be in China which carries plenty of geopolitical risks. The headwinds from the uncertainties could suppress TSLA stock.</li>\n <li>However, if analysts are right that Tesla's true potential lies in a future rollout of an autonomous ride-hailing fleet, its share price has much room to head north based on the consensus projections.</li>\n <li>Tesla could consider another stock split to get \"more people in the stock.\" Past experiences suggest the EV titan could do one before the share price hit quadruple-digit again.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59edf6c2b70d6c984dc825b7567439bc\" tg-width=\"768\" tg-height=\"512\"><span>Photo by Spencer Platt/Getty Images News via Getty Images</span></p>\n<p><b>TSLA stock is poised to rise in line with its business growth</b></p>\n<p>In a recent article titled <i>Who Will Be The Biggest Competitors By 2025</i>, I questioned certain projections regarding Tesla's (TSLA) car sales. Some estimates implied that Tesla would take a lion's share of the EV market despite the rapid increase in the number of competitors.</p>\n<p>By 2025, Tesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple Inc. (AAPL) as well as Chinese smartphone giants Huawei and Xiaomi Corporation (OTC:XIACF)(OTCPK:XIACY). More traditional automakers will also be producing electric vehicles, even as they continue to churn out internal combustion engine-based cars.</p>\n<p>Even if the demand side is plausible, it would mean Tesla, Inc. needs to build many more factories. Given the effusive praise we have heard from Elon Musk regarding the speed of factory construction and on China in general, we could expect additional new plants to be cited in the populous country. That could add more geopolitical risks to the stock, as SA author John Engle argued.</p>\n<p>Then again, as many readers on Seeking Alpha, analysts, and Cathie Wood have postulated, Tesla's true potential lies in a future rollout of an autonomous ride-hailing fleet. Consequently, Tesla's revenue is projected to rise from $31.54 billion in 2020 to a whopping $388.52 billion on a consensus basis in 2030. That would bring the price-to-sales ratio to a mere 1.84 times on a forward basis.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fac352f9c2ac9bac0412ed076c27c75a\" tg-width=\"640\" tg-height=\"368\"><span>Source: Seeking Alpha Premium</span></p>\n<p>If Tesla did not disappoint the most bullish of the optimists forecasting its revenue to hit $600.7 billion in 2030, its P/S ratio would drop even lower to 1.19 times! You might say, all that sales are wonderful but what does their profitability look like? Well, the analysts believe TSLA would make boatloads of money. The consensus EPS estimate for 2030 is $33.48, a massive jump from the $0.64 it achieved in 2020. If the 2030 EPS estimate is realized, those earnings at today's price would reflect a ratio of 22.2 times, which could be seen as incredibly low.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7650450aa6230d6585a502b571ee3652\" tg-width=\"640\" tg-height=\"278\"><span>Source: Seeking Alpha Premium</span></p>\n<p>With EV sales projected by industry consultancy Canalys to remain below 50 percent of the total car sales by 2030, there remains significant growth potential for Tesla to increase its revenue. As such, assuming the analysts are correct, the share price of TSLA will not stay at the present level for the P/S ratio to be just 1.84 times and the P/E ratio at 22.2 times, the share price of TSLA would rise further than where it stands today.</p>\n<p><img src=\"https://static.tigerbbs.com/0cd810d4171606b50d186b8d9bf10bf5\" tg-width=\"640\" tg-height=\"479\"></p>\n<p>Tesla stock split history: What was Tesla's stock price before the recent split?</p>\n<p>In other words, Tesla's share price would continue to rise over the next five to ten years. With that in mind, the question is, will TSLA split again? Before discussing that, let's review Tesla's previous split.</p>\n<p>On August 11, 2020, Tesla announced, after the market closed, that its board approved a five-for-one split of shares to \"make stock ownership more accessible to employees and investors.\" This marked Tesla's first-ever split announcement. The stock jumped from a pre-split price of $1374.4 to as high as $1585 the next day before closing at $1554.75. TSLA went on to clock further gains the rest of the month, appreciating over 80 percent by the end of August 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/c1b22a860341fe3bf36996d737680ddb\" tg-width=\"640\" tg-height=\"485\"></p>\n<p><b>How did Tesla's most recent stock split affect share prices?</b></p>\n<p>Interestingly, after the split was affected, Tesla stock lost much of the August gains in just a few trading sessions in early September. The share price decline was speculated by some to be due to shareholders paring their holdings since the split had resulted in them holding more TSLA shares. This seems logical as the purpose of the split was to accord shareholders with greater \"liquidity\" over their TSLA holding.</p>\n<p>However, the weakness in Tesla's share price was more likely attributable to a capital-raising exercise announced pre-market on September 1, 2020. Although only up to $5 billion worth of shares representing just over 1 percent of Tesla's market cap were to be sold, investors were probably looking for a trigger to take profit considering that TSLA was running in overbought territory for more than two weeks, according to the relative strength index [RSI] momentum indicator at that time.</p>\n<p>TSLA's strong run upwards had also led to the stock becoming \"overweight\" on many shareholders' portfolios. Ironically, that meant investors, whether individuals or fund managers had to reduce their Tesla holdings to avoid concentration risk. For funds with concentration guidelines or rules, it's not even a choice but a mandatory reduction exercise once the Tesla position became outsized.</p>\n<p>To make matters worse, Tesla stock was subsequently dragged down further into correction territory amid a sell-off by investors of tech favorites and \"all things frothy.\" The share price recovered some grounds quickly but the stock stagnated for a few months thereafter before a powerful wave of EV hypeswept TSLA up again to new heights.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/085a34d7256fb764f0652d6223057202\" tg-width=\"640\" tg-height=\"267\"><span>Source: Yahoo Finance</span></p>\n<p><b>When will Tesla stock split again?</b></p>\n<p>Although Tesla's share price has pulled back from the peak earlier in the year, it remains much higher than the post-split level last year. At $744.12 at the time of writing, TSLA is 49 percent higher than the $498.32 close on August 31, 2020, the day of the stock split.</p>\n<p>If the past is any reference, Tesla executives did the stock split when the share price was in quadruple-digit. TSLA will need to rise more than 34 percent for that to happen again. As I opined earlier, Tesla stock appears to be poised for further upside. I believe it's more of a question of when, not if, will TSLA hit above $1,000 per share.</p>\n<p>Nevertheless, even in the current investing environment where there are platforms allowing the trading of fractional shares, there are still benefits for stocks with smaller prices. One obvious advantage is the impact on psychology, as the mind interprets low prices as \"cheaply valued\" and having room to head north.</p>\n<p>The leadership at Apple must be thinking the same as the folks at Tesla when the company executed its stock split around the same time as the EV giant last August. The share price appreciation from pre-announcement to post-stock split date was less spectacular compared to Tesla but still a hefty 41 percent.</p>\n<p><img src=\"https://static.tigerbbs.com/46bd0bed00b03ba1d738fd84c9dfb0dc\" tg-width=\"640\" tg-height=\"483\"></p>\n<p>Considering that Apple announced a stock split when the share price was much lower at $384.76, it goes to show there's value in considering a split in the stock even without the share price hitting quadruple-digit. Furthermore, AAPL has done this four times before - in 1987, 2000, 2005, and 2014 - when the share prices were all below $1,000. In 1987 and 2005, the stock was even trading at the sub-$100 level when the company did the split.</p>\n<p>Jim Cramer was quoted as saying during an interview last year that Tim Cook explained the 2020 stock split to him, telling him that he wanted \"more people in the stock.\" I suppose that's what Bill Gates and his team thought when the software giant performed eight stock splits from the listing of Microsoft (MSFT) until 1999 as MSFT climbed exponentially during the period. Elon Musk and Tim Cook are the odd couple but I believe the former would agree on having \"more people\" in TSLA stock.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44957db620e86907bb72e9691bc726e6\" tg-width=\"640\" tg-height=\"250\"><span>Source: Yahoo Finance</span></p>\n<p><b>Should you buy Tesla now or wait for a split?</b></p>\n<p>Video-streaming leader Netflix (NFLX) announced a seven-for-one stock split in 2015 when its share was around $700 pre-split. NFLX went on to do very well though it's very much due to its business success than a simple cosmetic stock split exercise. The point of bringing this up is that Tesla's share price is around where Netflix's share price was when the split was completed.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3cbb0c9bd178401bc6cc863a0934af2\" tg-width=\"640\" tg-height=\"271\"><span>Source: Yahoo Finance</span></p>\n<p>Although Amazon.com, Inc. (AMZN) and Alphabet Inc. (GOOGL)(GOOG) are the odd tech companies trading at quadruple-digit levels, most others are trading in the triple-digit or smaller. With the favorable experience from the previous stock split, Tesla might not want to wait for the share price to hit quadruple-digit again before contemplating another split.</p>\n<p>Furthermore, there is existing literature that reveals a strong correlation between stock splits and \"outstanding stock price performance\", giving Tesla the impetus to do so. Another potential trigger point for Elon Musk to announce a stock split could be when TSLA hit $840 per share. He would be able to claim that the company would do a two-for-one split so that the share price becomes $420 post-split.</p>\n<p>Of course, the share price wouldn't stay flat from the announcement date until the effective date. Nonetheless, the media would have gone into overdrive covering the announcement and speculating about the number's link to weed as well as Elon's past brush with the securities law on his previous take-Tesla-private-at-$420 claim. This would generate plenty of free publicity for the company.</p>\n<p>However, investors should not hang around for a stock split if they are intending to own shares in Tesla. It may not happen and the share price could still zoom upwards on speculations, improving sentiment, or due to business fundamentals.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Split: Will It Happen Again?</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 Split: Will It Happen Again?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-23 23:45 GMT+8 <a href=https://seekingalpha.com/article/4420899-tesla-stock-split-will-it-happen-again><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nTesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple and Chinese smartphone makers Huawei and Xiaomi.\nMore traditional automakers will also be ...</p>\n\n<a href=\"https://seekingalpha.com/article/4420899-tesla-stock-split-will-it-happen-again\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4420899-tesla-stock-split-will-it-happen-again","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1166519043","content_text":"Summary\n\nTesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple and Chinese smartphone makers Huawei and Xiaomi.\nMore traditional automakers will also be producing electric vehicles. Even if the demand side is plausible, it would mean Tesla needs to build many more factories.\nIt's a high chance that a great number of new plants would be in China which carries plenty of geopolitical risks. The headwinds from the uncertainties could suppress TSLA stock.\nHowever, if analysts are right that Tesla's true potential lies in a future rollout of an autonomous ride-hailing fleet, its share price has much room to head north based on the consensus projections.\nTesla could consider another stock split to get \"more people in the stock.\" Past experiences suggest the EV titan could do one before the share price hit quadruple-digit again.\n\nPhoto by Spencer Platt/Getty Images News via Getty Images\nTSLA stock is poised to rise in line with its business growth\nIn a recent article titled Who Will Be The Biggest Competitors By 2025, I questioned certain projections regarding Tesla's (TSLA) car sales. Some estimates implied that Tesla would take a lion's share of the EV market despite the rapid increase in the number of competitors.\nBy 2025, Tesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple Inc. (AAPL) as well as Chinese smartphone giants Huawei and Xiaomi Corporation (OTC:XIACF)(OTCPK:XIACY). More traditional automakers will also be producing electric vehicles, even as they continue to churn out internal combustion engine-based cars.\nEven if the demand side is plausible, it would mean Tesla, Inc. needs to build many more factories. Given the effusive praise we have heard from Elon Musk regarding the speed of factory construction and on China in general, we could expect additional new plants to be cited in the populous country. That could add more geopolitical risks to the stock, as SA author John Engle argued.\nThen again, as many readers on Seeking Alpha, analysts, and Cathie Wood have postulated, Tesla's true potential lies in a future rollout of an autonomous ride-hailing fleet. Consequently, Tesla's revenue is projected to rise from $31.54 billion in 2020 to a whopping $388.52 billion on a consensus basis in 2030. That would bring the price-to-sales ratio to a mere 1.84 times on a forward basis.\nSource: Seeking Alpha Premium\nIf Tesla did not disappoint the most bullish of the optimists forecasting its revenue to hit $600.7 billion in 2030, its P/S ratio would drop even lower to 1.19 times! You might say, all that sales are wonderful but what does their profitability look like? Well, the analysts believe TSLA would make boatloads of money. The consensus EPS estimate for 2030 is $33.48, a massive jump from the $0.64 it achieved in 2020. If the 2030 EPS estimate is realized, those earnings at today's price would reflect a ratio of 22.2 times, which could be seen as incredibly low.\nSource: Seeking Alpha Premium\nWith EV sales projected by industry consultancy Canalys to remain below 50 percent of the total car sales by 2030, there remains significant growth potential for Tesla to increase its revenue. As such, assuming the analysts are correct, the share price of TSLA will not stay at the present level for the P/S ratio to be just 1.84 times and the P/E ratio at 22.2 times, the share price of TSLA would rise further than where it stands today.\n\nTesla stock split history: What was Tesla's stock price before the recent split?\nIn other words, Tesla's share price would continue to rise over the next five to ten years. With that in mind, the question is, will TSLA split again? Before discussing that, let's review Tesla's previous split.\nOn August 11, 2020, Tesla announced, after the market closed, that its board approved a five-for-one split of shares to \"make stock ownership more accessible to employees and investors.\" This marked Tesla's first-ever split announcement. The stock jumped from a pre-split price of $1374.4 to as high as $1585 the next day before closing at $1554.75. TSLA went on to clock further gains the rest of the month, appreciating over 80 percent by the end of August 2020.\n\nHow did Tesla's most recent stock split affect share prices?\nInterestingly, after the split was affected, Tesla stock lost much of the August gains in just a few trading sessions in early September. The share price decline was speculated by some to be due to shareholders paring their holdings since the split had resulted in them holding more TSLA shares. This seems logical as the purpose of the split was to accord shareholders with greater \"liquidity\" over their TSLA holding.\nHowever, the weakness in Tesla's share price was more likely attributable to a capital-raising exercise announced pre-market on September 1, 2020. Although only up to $5 billion worth of shares representing just over 1 percent of Tesla's market cap were to be sold, investors were probably looking for a trigger to take profit considering that TSLA was running in overbought territory for more than two weeks, according to the relative strength index [RSI] momentum indicator at that time.\nTSLA's strong run upwards had also led to the stock becoming \"overweight\" on many shareholders' portfolios. Ironically, that meant investors, whether individuals or fund managers had to reduce their Tesla holdings to avoid concentration risk. For funds with concentration guidelines or rules, it's not even a choice but a mandatory reduction exercise once the Tesla position became outsized.\nTo make matters worse, Tesla stock was subsequently dragged down further into correction territory amid a sell-off by investors of tech favorites and \"all things frothy.\" The share price recovered some grounds quickly but the stock stagnated for a few months thereafter before a powerful wave of EV hypeswept TSLA up again to new heights.\nSource: Yahoo Finance\nWhen will Tesla stock split again?\nAlthough Tesla's share price has pulled back from the peak earlier in the year, it remains much higher than the post-split level last year. At $744.12 at the time of writing, TSLA is 49 percent higher than the $498.32 close on August 31, 2020, the day of the stock split.\nIf the past is any reference, Tesla executives did the stock split when the share price was in quadruple-digit. TSLA will need to rise more than 34 percent for that to happen again. As I opined earlier, Tesla stock appears to be poised for further upside. I believe it's more of a question of when, not if, will TSLA hit above $1,000 per share.\nNevertheless, even in the current investing environment where there are platforms allowing the trading of fractional shares, there are still benefits for stocks with smaller prices. One obvious advantage is the impact on psychology, as the mind interprets low prices as \"cheaply valued\" and having room to head north.\nThe leadership at Apple must be thinking the same as the folks at Tesla when the company executed its stock split around the same time as the EV giant last August. The share price appreciation from pre-announcement to post-stock split date was less spectacular compared to Tesla but still a hefty 41 percent.\n\nConsidering that Apple announced a stock split when the share price was much lower at $384.76, it goes to show there's value in considering a split in the stock even without the share price hitting quadruple-digit. Furthermore, AAPL has done this four times before - in 1987, 2000, 2005, and 2014 - when the share prices were all below $1,000. In 1987 and 2005, the stock was even trading at the sub-$100 level when the company did the split.\nJim Cramer was quoted as saying during an interview last year that Tim Cook explained the 2020 stock split to him, telling him that he wanted \"more people in the stock.\" I suppose that's what Bill Gates and his team thought when the software giant performed eight stock splits from the listing of Microsoft (MSFT) until 1999 as MSFT climbed exponentially during the period. Elon Musk and Tim Cook are the odd couple but I believe the former would agree on having \"more people\" in TSLA stock.\nSource: Yahoo Finance\nShould you buy Tesla now or wait for a split?\nVideo-streaming leader Netflix (NFLX) announced a seven-for-one stock split in 2015 when its share was around $700 pre-split. NFLX went on to do very well though it's very much due to its business success than a simple cosmetic stock split exercise. The point of bringing this up is that Tesla's share price is around where Netflix's share price was when the split was completed.\nSource: Yahoo Finance\nAlthough Amazon.com, Inc. (AMZN) and Alphabet Inc. (GOOGL)(GOOG) are the odd tech companies trading at quadruple-digit levels, most others are trading in the triple-digit or smaller. With the favorable experience from the previous stock split, Tesla might not want to wait for the share price to hit quadruple-digit again before contemplating another split.\nFurthermore, there is existing literature that reveals a strong correlation between stock splits and \"outstanding stock price performance\", giving Tesla the impetus to do so. Another potential trigger point for Elon Musk to announce a stock split could be when TSLA hit $840 per share. He would be able to claim that the company would do a two-for-one split so that the share price becomes $420 post-split.\nOf course, the share price wouldn't stay flat from the announcement date until the effective date. Nonetheless, the media would have gone into overdrive covering the announcement and speculating about the number's link to weed as well as Elon's past brush with the securities law on his previous take-Tesla-private-at-$420 claim. This would generate plenty of free publicity for the company.\nHowever, investors should not hang around for a stock split if they are intending to own shares in Tesla. It may not happen and the share price could still zoom upwards on speculations, improving sentiment, or due to business fundamentals.","news_type":1},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110290586,"gmtCreate":1622455593845,"gmtModify":1704184664399,"author":{"id":"3575704845309016","authorId":"3575704845309016","name":"AceWong1114","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575704845309016","authorIdStr":"3575704845309016"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/110290586","repostId":"1172362239","repostType":4,"repost":{"id":"1172362239","pubTimestamp":1622454952,"share":"https://ttm.financial/m/news/1172362239?lang=&edition=fundamental","pubTime":"2021-05-31 17:55","market":"us","language":"en","title":"7 A-Rated Tech Stocks to Future-Proof Your Portfolio","url":"https://stock-news.laohu8.com/highlight/detail?id=1172362239","media":"InvestorPlace","summary":"Big tech stocks may get the headlines, but these are worth your attention too\nSource: Shutterstock\n\n","content":"<p>Big tech stocks may get the headlines, but these are worth your attention too</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57ad00d35f7efce0406fd35f2febb7e1\" tg-width=\"1024\" tg-height=\"576\"><span>Source: Shutterstock</span></p>\n<p></p>\n<p>Big tech has been on a tear for a while. These tech stocks were the companies that best represented the significant shift toward e-commerce and other digital services during the coronavirus pandemic.</p>\n<p>But there are other companies that lie below the surface of big tech that are doing well now and will also be beneficiaries of current tech trends that will play out for many quarters to come.</p>\n<p>Some of these are familiar names in niche sectors and others are global powerhouses that are at the core of the tech industry. Regardless, they all have big futures ahead of them.</p>\n<p>These seven A-rated tech stocks are top-rated performers in my<i>Portfolio Grader.</i>They are great choices now, as the market begins a period of consolidation. Once that’s over, it’s another leg up for these top performers.</p>\n<ul>\n <li><b>Infosys</b>(NYSE:<u><b>INFY</b></u>)</li>\n <li><b>Logitech</b>(NASDAQ:<b><u>LOGI</u></b>)</li>\n <li><b>Dell Computer</b>(NYSE:<b><u>DELL</u></b>)</li>\n <li><b>Seagate Technology</b>(NASDAQ:<b><u>STX</u></b>)</li>\n <li><b>Taiwan Semiconductor</b>(NYSE:<b><u>TSM</u></b>)</li>\n <li><b>Textron</b>(NYSE:<b><u>TXT</u></b>)</li>\n <li><b>Wipro</b>(NYSE:<b><u>WIT</u></b>)</li>\n</ul>\n<p><b>Infosys (INFY)</b></p>\n<p>This India-based tech outsourcing company has been around for more than four decades and it has been through several incarnations of its core mission, which is to help companies in their digital transformations and transitions.</p>\n<p>In the old days that meant developing high-tech call centers to allow global enterprises to operate 24/7 customer services with access to the customers’ relevant data.</p>\n<p>Today, it means helping companies build in AI-driven platforms to allow enterprises to take their companies into the new digital age and train workers to engage with internal systems and customers effectively.</p>\n<p>INFY is currently operating in 46 countries, with 250,000 employees and has built a reputation for reliable, forward-thinking solutions.</p>\n<p>INFY stock is up over 110% in the past 12 months, and 12% year to date. Yet it still delivers a 1.3% dividend and is still priced well.</p>\n<p><b>Logitech (LOGI)</b></p>\n<p>This Switzerland-based firm has been making peripherals for telecom and computer equipment since 1981.</p>\n<p>It seems like one of those markets that other tech stocks have covered. And in this era of mobility, peripherals can seem a bit retro. But on the other hand, the shift to work at home employees and the fact that most things in the house and office are now connected to one another, peripherals — especially quality ones — are more popular than ever.</p>\n<p>Smart TVs can now cast laptops and play music off a phone or laptop. Home theaters, headsets for remote customer service workers, gaming products — the list goes on. This sector is far from saturated and LOGI is one of the leading tech stocks in the sector.</p>\n<p>LOGI stock is up 115% in the past 12 months and 24% year to date. Yet it still trades at a current price-to-earnings ratio of 21x, which is well below the market average.</p>\n<p><b>Dell Computer (DELL)</b></p>\n<p>Texas-based DELL has been around since 1984 and was one of the first companies outside of the big tech stocks to get into the personal computer game. Over the decades it has seen its share of good times and tough times.</p>\n<p>But its 2016 merger with EMC Corp gave it the stability it needed as competition rose and margins fell in the consumer space. Now, about half its revenue comes from its computers and similar devices and more than 40% comes from its servers, storage and networking division.</p>\n<p>Nearly half of its revenue is derived from the U.S. market, which is a good thing at this point, since the pandemic is waning and there’s plenty of money moving through the economy.</p>\n<p>You can certainly see that in its numbers. DELL stock is up 33% year to date and is trading at a P/E of 24x. There’s plenty of upside in the current cloud-based, crypto-mining world.</p>\n<p><b>Seagate Technology (STX)</b></p>\n<p>Data storage. It has been one of the key components that has transformed computing since the early days. It’s good to have a machine that can run functions, but unless it can store things, each time you use it, it’s like starting from scratch again.</p>\n<p>STX has been one of foundational data storage tech stocks in the business. And while new storage devices continue to drive current trends in mobility, networking and cloud computing forward, it can also quickly become a commoditized product where margins are low.</p>\n<p>But the top storage makers are always on the front foot, looking for the next big thing. And STX has been doing that for decades.</p>\n<p>STX stock is up 61% year to date yet maintains a healthy 2.8% dividend. It also trades at a current P/E of just 24x.</p>\n<p><b>Taiwan Semiconductor (TSM)</b></p>\n<p>If storage has gone through some changes, so has chipmaking in general. And TSM is one of the largest chipmakers in the world.</p>\n<p>In the old days, most chipmakers fabricated their own chips. But more recently, the chipmaking has contracted out foundries and architecture, and engineering is what the chip company does. This is called “fabless” chip production. Most major chip companies are fabless.</p>\n<p>TSM is the company these tech stocks turn to when they want new chips for phones, televisions, networks, gaming consoles or server farms. And it’s a very good business.</p>\n<p>TSM stock has a strong run last year but is only up 5% year to date. It’s consolidating here and will be ready to charge forward in the next quarter or two.</p>\n<p><b>Textron (TXT)</b></p>\n<p>TXT is unlike most of the tech stocks feature here. It isn’t a computer or software company; it’s an industrial technology company that has roots back to 1923.</p>\n<p>It’s best known for its aircraft companies Cessna and Beechcraft. But it also builds helicopters and tilt-rotor aircraft for the defense community. And it has another division that builds light transportation vehicles like golf carts, as well as fuel systems and measurement equipment.</p>\n<p>While its product lines don’t put it in the traditional tech stocks box, there’s little doubt that it requires a lot of tech to make products it does. And to incorporate them all into one system is no easy task.</p>\n<p>Its diversified business model will get a big boost from an expanding economy. TXT stock is up 48% year to date.</p>\n<p><b>Wipro (WIT)</b></p>\n<p>Ending where we started, WIT is another India-based outsourcing and IT company. One thing that WIT did quickly last March was shift its entire workforce to a work-from-anywhere platform in anticipation of the pandemic that was spreading. That was a sharp move given where India finds itself today. And it has over 190,000 employees across six continents, so its quick actions are evidence of WIT’s ability to change and adapt quickly.</p>\n<p>It also made a deal a couple of months ago to buy London-based technology services firm Capco for $1.45 billion. That will further cement its position in the financial services sector.</p>\n<p>WIT stock is up 38% year to date yet is trading about even with its tech stock peers.</p>","source":"lsy1606302653667","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>7 A-Rated Tech Stocks to Future-Proof Your Portfolio</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 A-Rated Tech Stocks to Future-Proof Your Portfolio\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-31 17:55 GMT+8 <a href=https://investorplace.com/2021/05/7-a-rated-tech-stocks-to-future-proof-your-portfolio/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Big tech stocks may get the headlines, but these are worth your attention too\nSource: Shutterstock\n\nBig tech has been on a tear for a while. These tech stocks were the companies that best represented ...</p>\n\n<a href=\"https://investorplace.com/2021/05/7-a-rated-tech-stocks-to-future-proof-your-portfolio/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STX":"希捷科技","INFY":"印孚瑟斯","TXT":"德事隆","WIT":"Wipro Limited","TSM":"台积电","DELL":"戴尔","LOGI":"罗技"},"source_url":"https://investorplace.com/2021/05/7-a-rated-tech-stocks-to-future-proof-your-portfolio/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172362239","content_text":"Big tech stocks may get the headlines, but these are worth your attention too\nSource: Shutterstock\n\nBig tech has been on a tear for a while. These tech stocks were the companies that best represented the significant shift toward e-commerce and other digital services during the coronavirus pandemic.\nBut there are other companies that lie below the surface of big tech that are doing well now and will also be beneficiaries of current tech trends that will play out for many quarters to come.\nSome of these are familiar names in niche sectors and others are global powerhouses that are at the core of the tech industry. Regardless, they all have big futures ahead of them.\nThese seven A-rated tech stocks are top-rated performers in myPortfolio Grader.They are great choices now, as the market begins a period of consolidation. Once that’s over, it’s another leg up for these top performers.\n\nInfosys(NYSE:INFY)\nLogitech(NASDAQ:LOGI)\nDell Computer(NYSE:DELL)\nSeagate Technology(NASDAQ:STX)\nTaiwan Semiconductor(NYSE:TSM)\nTextron(NYSE:TXT)\nWipro(NYSE:WIT)\n\nInfosys (INFY)\nThis India-based tech outsourcing company has been around for more than four decades and it has been through several incarnations of its core mission, which is to help companies in their digital transformations and transitions.\nIn the old days that meant developing high-tech call centers to allow global enterprises to operate 24/7 customer services with access to the customers’ relevant data.\nToday, it means helping companies build in AI-driven platforms to allow enterprises to take their companies into the new digital age and train workers to engage with internal systems and customers effectively.\nINFY is currently operating in 46 countries, with 250,000 employees and has built a reputation for reliable, forward-thinking solutions.\nINFY stock is up over 110% in the past 12 months, and 12% year to date. Yet it still delivers a 1.3% dividend and is still priced well.\nLogitech (LOGI)\nThis Switzerland-based firm has been making peripherals for telecom and computer equipment since 1981.\nIt seems like one of those markets that other tech stocks have covered. And in this era of mobility, peripherals can seem a bit retro. But on the other hand, the shift to work at home employees and the fact that most things in the house and office are now connected to one another, peripherals — especially quality ones — are more popular than ever.\nSmart TVs can now cast laptops and play music off a phone or laptop. Home theaters, headsets for remote customer service workers, gaming products — the list goes on. This sector is far from saturated and LOGI is one of the leading tech stocks in the sector.\nLOGI stock is up 115% in the past 12 months and 24% year to date. Yet it still trades at a current price-to-earnings ratio of 21x, which is well below the market average.\nDell Computer (DELL)\nTexas-based DELL has been around since 1984 and was one of the first companies outside of the big tech stocks to get into the personal computer game. Over the decades it has seen its share of good times and tough times.\nBut its 2016 merger with EMC Corp gave it the stability it needed as competition rose and margins fell in the consumer space. Now, about half its revenue comes from its computers and similar devices and more than 40% comes from its servers, storage and networking division.\nNearly half of its revenue is derived from the U.S. market, which is a good thing at this point, since the pandemic is waning and there’s plenty of money moving through the economy.\nYou can certainly see that in its numbers. DELL stock is up 33% year to date and is trading at a P/E of 24x. There’s plenty of upside in the current cloud-based, crypto-mining world.\nSeagate Technology (STX)\nData storage. It has been one of the key components that has transformed computing since the early days. It’s good to have a machine that can run functions, but unless it can store things, each time you use it, it’s like starting from scratch again.\nSTX has been one of foundational data storage tech stocks in the business. And while new storage devices continue to drive current trends in mobility, networking and cloud computing forward, it can also quickly become a commoditized product where margins are low.\nBut the top storage makers are always on the front foot, looking for the next big thing. And STX has been doing that for decades.\nSTX stock is up 61% year to date yet maintains a healthy 2.8% dividend. It also trades at a current P/E of just 24x.\nTaiwan Semiconductor (TSM)\nIf storage has gone through some changes, so has chipmaking in general. And TSM is one of the largest chipmakers in the world.\nIn the old days, most chipmakers fabricated their own chips. But more recently, the chipmaking has contracted out foundries and architecture, and engineering is what the chip company does. This is called “fabless” chip production. Most major chip companies are fabless.\nTSM is the company these tech stocks turn to when they want new chips for phones, televisions, networks, gaming consoles or server farms. And it’s a very good business.\nTSM stock has a strong run last year but is only up 5% year to date. It’s consolidating here and will be ready to charge forward in the next quarter or two.\nTextron (TXT)\nTXT is unlike most of the tech stocks feature here. It isn’t a computer or software company; it’s an industrial technology company that has roots back to 1923.\nIt’s best known for its aircraft companies Cessna and Beechcraft. But it also builds helicopters and tilt-rotor aircraft for the defense community. And it has another division that builds light transportation vehicles like golf carts, as well as fuel systems and measurement equipment.\nWhile its product lines don’t put it in the traditional tech stocks box, there’s little doubt that it requires a lot of tech to make products it does. And to incorporate them all into one system is no easy task.\nIts diversified business model will get a big boost from an expanding economy. TXT stock is up 48% year to date.\nWipro (WIT)\nEnding where we started, WIT is another India-based outsourcing and IT company. One thing that WIT did quickly last March was shift its entire workforce to a work-from-anywhere platform in anticipation of the pandemic that was spreading. That was a sharp move given where India finds itself today. And it has over 190,000 employees across six continents, so its quick actions are evidence of WIT’s ability to change and adapt quickly.\nIt also made a deal a couple of months ago to buy London-based technology services firm Capco for $1.45 billion. That will further cement its position in the financial services sector.\nWIT stock is up 38% year to date yet is trading about even with its tech stock peers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581714447881138","authorId":"3581714447881138","name":"nuxezt","avatar":"https://static.tigerbbs.com/59377d9d4868bc55b936ae5d44ea9d14","crmLevel":1,"crmLevelSwitch":0,"idStr":"3581714447881138","authorIdStr":"3581714447881138"},"content":"Like and comment","text":"Like and comment","html":"Like and 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href=\"https://laohu8.com/S/JMIA\">$Jumia Technologies AG(JMIA)$</a>hold","listText":"<a href=\"https://laohu8.com/S/JMIA\">$Jumia Technologies AG(JMIA)$</a>hold","text":"$Jumia Technologies AG(JMIA)$hold","images":[{"img":"https://static.tigerbbs.com/0e9037ac72de54d75a42f3d0a255c804","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806404606","isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":801694207,"gmtCreate":1627513954309,"gmtModify":1703491282942,"author":{"id":"3575704845309016","authorId":"3575704845309016","name":"AceWong1114","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575704845309016","authorIdStr":"3575704845309016"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>waiting likes","listText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>waiting likes","text":"$Skillz Inc(SKLZ)$waiting 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Inc(SKLZ)$hold","images":[{"img":"https://static.tigerbbs.com/25b8ce880407e2781c151c51e698cb72","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806404539","isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":113072093,"gmtCreate":1622589016012,"gmtModify":1704186700108,"author":{"id":"3575704845309016","authorId":"3575704845309016","name":"AceWong1114","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575704845309016","authorIdStr":"3575704845309016"},"themes":[],"htmlText":"Same","listText":"Same","text":"Same","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/113072093","repostId":"113029776","repostType":1,"repost":{"id":113029776,"gmtCreate":1622587350295,"gmtModify":1704186652826,"author":{"id":"3567674467070106","authorId":"3567674467070106","name":"sehchong","avatar":"https://static.tigerbbs.com/690f1cb829a1d7c63dd0a0ac190b0f8b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567674467070106","authorIdStr":"3567674467070106"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a>需要多點耐心?","listText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a>需要多點耐心?","text":"$Opendoor Technologies 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07:56","market":"us","language":"en","title":"These are Wall Street’s top analysts favorite stocks heading into June","url":"https://stock-news.laohu8.com/highlight/detail?id=1143634909","media":"CNBC","summary":"With May coming to a close, Wall Street analysts are fine tuning their recommendations as COVID-19 v","content":"<div>\n<p>With May coming to a close, Wall Street analysts are fine tuning their recommendations as COVID-19 vaccinations pave the way for further economic re-opening this summer.We used TipRanks analyst ...</p>\n\n<a href=\"https://www.cnbc.com/2021/05/30/wall-street-analysts-say-buy-stocks-deere-advanced-micro-devices.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These are Wall Street’s top analysts favorite stocks heading into June</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; 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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\">\nThese are Wall Street’s top analysts favorite stocks heading into June\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-31 07:56 GMT+8 <a href=https://www.cnbc.com/2021/05/30/wall-street-analysts-say-buy-stocks-deere-advanced-micro-devices.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With May coming to a close, Wall Street analysts are fine tuning their recommendations as COVID-19 vaccinations pave the way for further economic re-opening this summer.We used TipRanks analyst ...</p>\n\n<a href=\"https://www.cnbc.com/2021/05/30/wall-street-analysts-say-buy-stocks-deere-advanced-micro-devices.html\">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","ATRC":"AtriCure公司","AEIS":"先进能源工业公司","DE":"迪尔股份有限公司","AMED":"阿米斯医疗"},"source_url":"https://www.cnbc.com/2021/05/30/wall-street-analysts-say-buy-stocks-deere-advanced-micro-devices.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1143634909","content_text":"With May coming to a close, Wall Street analysts are fine tuning their recommendations as COVID-19 vaccinations pave the way for further economic re-opening this summer.We used TipRanks analyst forecasting service to pinpoint stocks earning bullish support from the Street, narrowing our search to only calls made by the best-performing analysts. These are the analysts with the highest success rate and average return per rating, taking into consideration the number of ratings published by each analyst.Here are top Wall Street analysts' five favorite stocks heading into June:Advanced Micro DevicesNorthland Capital analyst Gus Richard says it's to infinity and beyond for Advanced Micro Devices. In line with this optimistic take, the five-star analyst reiterated a Buy rating and $116 price target.Richard believes that the semiconductor name will have a solid Q2, but argues the real question is whether PC demand will slow as the economy re-opens. According to the analyst, the answer is yes, but points out that $AMD(AMD)$’s “better products” are helping it to take market share from Intel.“One of the most difficult markets to penetrate is the corporate client. In CY19 Intel was short on 14nm capacity and late on 10nm and this limited its ability to meet demand opening the door for AMD in the corporate market. We estimate that AMD currently has a 5% to 7% share of the higher-margin corporate client market and expect its share to accelerate as corporations dual source,” Richard explained.Additionally, based on Intel’s recent results and the analyst’s industry checks, Intel has been focused on low-end Chromebooks, and “these dynamics bode well for a strong 2H for AMD in the client market,” in Richard’s opinion.With this in mind, Richard argues that over the next few years, AMD’s revenue share in the PC clients market will reach around 50%, from 20% currently. It also is in the second year of a game console product cycle, which the analyst believes could lead to an improvement in gross margins for this segment.It should also be noted thatAMDhas an advantage in the x86 server space. “We believe leadership in the x86 market is driven primarily by process technology and to a lesser extent design differentiation. INTC is chasing government money to build foundries in the US putting it into competition with TSMC. While INTC has struck a longterm supply agreement with TSMC they are also becoming a competitor to TSMC. It is in TSMC’s best interest to favor AMD over INTC as it will get all of AMD’s lead edge logic business,” Richard commented.Landing a top 40 spot on TipRanks’ list of best-performing analysts, Richard boasts a 71% success rate and 33.8% average return per rating.AmedisysOperating in the healthcare services space,Amedisys offers home healthcare (HH), hospice services and disease management programs.According to Oppenheimer’s Michael Wiederhorn, the company’s “growth story remains on track,” prompting the analyst to maintain a Buy rating. In addition, he left the $325 price target as is.“We hosted meetings with Amedisys and believe the company remains well-positioned for growth in the post-pandemic era, driven by organic opportunities as it bulks up its BD staff and leverages opportunities to further penetrate existing markets with its sizable hospice platform, which included ~$600 million in acquired hospice revenues,” Wiederhorn noted.Across both of its main segments, trends have been bouncing back, with elective procedures moving toward 100% of baseline. As for the hospice business,Amedisys’ primary focus is on admissions, but Wiederhorn points out that LOS issues might have normalized.Some investors have expressed concern about labor inflation, but Wiederhorn doesn’t see this as a significant issue. The analyst tells investors that “despite the ongoing noise in the marketplace,” labor inflation is under control and management is watching the wage environment.“Amedisys has continued to generate low turnover rates (15%) that are well below the market and historical levels (40%) due in large part to its predictive analytics that identify vulnerable employees,” Wiederhorn added.When it comes to M&A, the company is “optimistic on the longer-term upside from home health M&A, as the myriad of pandemic-related benefits, including sequestration, payroll tax, Medicare accelerated payments, CARES Act money and the RAP impact, are set to expire,” says Wiederhorn. He also points out that Amedisys has made a significant effort to establish partnerships which “leverage its high quality scores.”“The company spoke positively regarding its SNF @ Home Partnership with Sound Physicians, which deploys some form of capitation, while its Fresenius dialysis partnership has partial capitation,” Wiederhorn stated.Thanks to his 76% success rate and 23.6% average return per rating, Wiederhorn is ranked #34 out of over 7,000 analysts tracked by TipRanks.DeereEven though Deere bumped up its outlook for 2021, Jefferies analyst Stephen Volkmann thinks these estimates “could prove conservative.” With this in mind, the top analyst reiterated a Buy rating. In addition, he gave the price target a lift, with the figure moving from $400 to $450.When trying to call Deere’s next peak, it is “complicated,” in Volkmann’s opinion. “First, management’s commentary around the cycle – both Large and Small Ag business at roughly 110-115% of mid-cycle – excludes the last supercycle and therefore undercounts the potential. Second, we estimate overall ASPs have increased 40-50% since the 2013 peak through a combination of emissions regulations, increased technology content, and normal inflation,” the analyst explained.So, what’s the bottom line? Volkmann estimates that the total potential revenue is $55 billion, and at 20% EBIT margin, this amounts to $30 in earnings power, not including additional capital employment.According to the management team at Deere, for 2021, consolidated sales are set to rise 23.5%-28.5% (compared to the previous 16%-25% estimate), with this factoring in FX and pricing tailwinds.Volkmann points out that although the company is benefitting from commodity price inflation, management has warned about a $750 million freight/logistics and material costs headwind for the rest of this year. In addition, given that the 2021 order book is filled, it might be hard for Deere to cover additional increases. That being said, the analyst argues “pricing was the standout message of the quarter, adding roughly 6 percentage points to F1H growth and 5-plus points to the full-year outlook.”What’s more, Deere is evaluating additional structural changes, with this potentially including overseas footprint consolidations and closures. Its key priorities are to streamline the organizational structure, make “more focused capital allocation decisions geared toward the higher-growth, higher-margin portion of the portfolio,” expand the aftermarket opportunity and increase Wirtgen synergies.Volkmann lands a top 100 ranking as a result of his 74% success rate and 25.8% average return per rating.ZscalerCalling Zscaler’s latest quarterly performance “another jaw dropper,” Wedbush’s Daniel Ives remains very much with the bulls. To this end, the analyst kept a Buy rating and $240 price target on the cloud-based information security company.Looking at the print, billings gained 71% and surpassed the consensus estimate by 20%-plus, with Ives noting its “clear that the zero trust shift is hitting another gear of growth with ZS leading the charge.”Expounding on this, Ives stated, “While the bears and skeptics on ZS threw the company in the ‘WFH growth tailing off crew’ over the last few months, we continue to view this is a zero trust cloud transformation name that will see massive growth prospects for the foreseeable future as the company is essentially the only game in town on enterprise scale zero trust cyber security deployments.”Arguing that Zscaleris in the “drivers seat” when it comes to the cloud cyber security shift over the next ten years, Ives believes that the current IT landscape has ramped up the company’s ability to capitalize on the opportunity.“In our opinion, ZS is the best pure play in the cloud security arena, which we believe is still in the very early innings of taking off with overall hybrid cloud workloads poised to meaningfully accelerate over the coming years and in this climate could see some strategic deals moved forward as the shift to cloud outside the firewall is catalyzing a handful of key sales cycles,” Ives commented.According to the Wedbush analyst, the need to secure applications, data and consumers outside the firewall highlight the huge total addressable market.Summing it all up, Ives said, “To this point given last night’s results and our increased confidence in the ZS story, we believe a further re-rating is still in the cards over the next 12 to 18 months.”Ives’ stellar track record speaks for itself. The #73 rated analyst has delivered a 68% success rate and 30.4% average return per rating.AtriCureAtriCure has developed a portfolio of products for the surgical ablation of cardiac tissue to treat persistent atrial fibrillation (AF) in concomitant and stand-alone procedures.For BTIG analyst Marie Thibault, there are multiple reasons to be bullish on AtriCure’s long-term growth prospects. Bearing this in mind, the five-star analyst reiterated a Buy rating and a $76 price target.Recently, Thibault hosted a call with Dr. Michael Panutich, a cardiac electrophysiologist (EP) at the Hoag Heart & Vascular Institute, who has been performing the hybrid Convergent procedure, which involves endocardial catheter ablation and epicardial ablation using AtriCure’s EPi-Sense Coagulation Device, since 2017. Given that the FDA has approved the EPi-Sense device in long-standing persistent AF, Dr. Panutich believes that the number of hospitals adopting and marketing the procedure will grow.On top of this, Thibault points out that the FDA approval could make it easier to secure reimbursement, as “fewer insurers will be able to push back on the treatment as being ‘experimental’ or require a failed ablation first.”“This discussion left us with the impression that ATRC’s minimally invasive franchise is poised for robust growth, that careful training will be key to continued success with the Convergent procedure, and that the AF field will continue to be a source of clinical progress,” Thibault commented.What else is driving Thibault’s confidence? The analyst highlights the ongoing momentum for AtriClip, AtriCure’s product designed for use in the occlusion of the left atrial appendage, one of the most common sources of stroke. She is also expecting to see new verticals like cryoablation contribute to revenue generation.Thibault sports an impressive 65.8% average return per rating, helping her to earn a #127 ranking.","news_type":1},"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101093877,"gmtCreate":1619828869299,"gmtModify":1704335389649,"author":{"id":"3575704845309016","authorId":"3575704845309016","name":"AceWong1114","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575704845309016","authorIdStr":"3575704845309016"},"themes":[],"htmlText":"great","listText":"great","text":"great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/101093877","repostId":"103537484","repostType":1,"repost":{"id":103537484,"gmtCreate":1619792805648,"gmtModify":1704272475290,"author":{"id":"3572914316774547","authorId":"3572914316774547","name":"Jeremy920202","avatar":"https://static.tigerbbs.com/d848b1ed95dc01a84b47c014e51fb56d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3572914316774547","authorIdStr":"3572914316774547"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>[微笑] [微笑] ","listText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>[微笑] [微笑] ","text":"$Skillz Inc(SKLZ)$[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/103537484","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}