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Kennyoscar
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Kennyoscar
2022-03-16
$NIO Inc.(NIO)$
Don't get fomo, the dip is yet to be over
Kennyoscar
2024-08-01
$TSLA 20240809 205.0 PUT$
Stay above
Kennyoscar
2021-03-29
$Bionano Genomics(BNGO)$
Buy now
Kennyoscar
2021-08-11
$AMC 20210813 29.0 PUT(AMC)$
I’m okay to own another 100 shares if it falls to $29
Kennyoscar
2024-04-24
$Tesla Motors(TSLA)$
firing employees before earning shows they are making loses
Kennyoscar
2022-10-22
Ok
Fed's Rate Debate Shifts to How, and When, to Slow Down
Kennyoscar
2021-08-26
$AMC 20210827 29.0 PUT(AMC)$
Moon
Kennyoscar
2021-08-07
Noce
20 cloud stocks expected to increase sales the most over the next two years
Kennyoscar
2022-12-21
Hi k
2 Growth Stocks That Could Help Make You a Fortune
Kennyoscar
2021-08-05
$AMC Entertainment(AMC)$
Hold and succeed
Go to Tiger App to see more news
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href=\"https://ttm.financial/OPT/TSLA 20251114 410.0 PUT\">$TSLA 20251114 410.0 PUT$</a> goo","listText":"<a href=\"https://ttm.financial/OPT/TSLA 20251114 410.0 PUT\">$TSLA 20251114 410.0 PUT$</a> goo","text":"$TSLA 20251114 410.0 PUT$ 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lets go","text":"$TSLA 20250516 320.0 CALL$ lets go","images":[{"img":"https://community-static.tradeup.com/news/adb7f3f8faf93903a3417228ff2cc18e","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/434455471465208","isVote":1,"tweetType":1,"viewCount":1997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":433361731477928,"gmtCreate":1746806659958,"gmtModify":1746806663652,"author":{"id":"3575882730419858","authorId":"3575882730419858","name":"Kennyoscar","avatar":"https://static.tigerbbs.com/7ae5bbd70eee00b69de3be27b8862938","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575882730419858","authorIdStr":"3575882730419858"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/TSLA 20250509 305.0 CALL\">$TSLA 20250509 305.0 CALL$</a> lets go","listText":"<a href=\"https://ttm.financial/OPT/TSLA 20250509 305.0 CALL\">$TSLA 20250509 305.0 CALL$</a> lets go","text":"$TSLA 20250509 305.0 CALL$ lets go","images":[{"img":"https://community-static.tradeup.com/news/2c54014bf537eaa45f9a16571d2e5eb9","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/433361731477928","isVote":1,"tweetType":1,"viewCount":2023,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":432973489373480,"gmtCreate":1746716559927,"gmtModify":1746716568357,"author":{"id":"3575882730419858","authorId":"3575882730419858","name":"Kennyoscar","avatar":"https://static.tigerbbs.com/7ae5bbd70eee00b69de3be27b8862938","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575882730419858","authorIdStr":"3575882730419858"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/TSLA 20250509 285.0 CALL\">$TSLA 20250509 285.0 CALL$</a> 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CALL\">$TSLA 20250509 297.5 CALL$</a> sell call","listText":"<a href=\"https://ttm.financial/OPT/TSLA 20250509 297.5 CALL\">$TSLA 20250509 297.5 CALL$</a> sell call","text":"$TSLA 20250509 297.5 CALL$ sell call","images":[{"img":"https://community-static.tradeup.com/news/baea6454fa902dbc03063f28cf021808","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/432992421290304","isVote":1,"tweetType":1,"viewCount":1995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":431774046151024,"gmtCreate":1746436776008,"gmtModify":1746436780014,"author":{"id":"3575882730419858","authorId":"3575882730419858","name":"Kennyoscar","avatar":"https://static.tigerbbs.com/7ae5bbd70eee00b69de3be27b8862938","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575882730419858","authorIdStr":"3575882730419858"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/TSLA 20250509 297.5 PUT\">$TSLA 20250509 297.5 PUT$</a> lets goo","listText":"<a href=\"https://ttm.financial/OPT/TSLA 20250509 297.5 PUT\">$TSLA 20250509 297.5 PUT$</a> lets goo","text":"$TSLA 20250509 297.5 PUT$ lets 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href=\"https://ttm.financial/S/MSTR\">$MicroStrategy(MSTR)$</a> B̉ Ẻ Ả R̉ Ỉ S̉ H̉ 🚨 MSTR: H&S Setting Up – SELL $424-$427 Before Dec 25-27! 🚨 📊 🇳🇿 NZ time 18Dec24. Overnight trading price: $389.30 ⏳ I’m expecting this move by 25-27 December. 🧩 A Head & Shoulders pattern is forming inside the blue bands, setting the stage for a potential breakdown. 🔑💥 Key Levels to Watch 👀: • Sell Zone – If you see this price, Sell Sell Sell: $424-$427 SELL the rips! • First Support: $393-$381 • Further Target: $300-$325 (Daily Bottom Zone). This setup is taking shape quickly. Trade smart, watch those levels and dates closely! 🔍📉 Happy trading ahead! Cheers, BC 📈🚀🍀🍀🍀 <a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_comments</a>","listText":"<a href=\"https://ttm.financial/S/MSTR\">$MicroStrategy(MSTR)$</a> B̉ Ẻ Ả R̉ Ỉ S̉ H̉ 🚨 MSTR: H&S Setting Up – SELL $424-$427 Before Dec 25-27! 🚨 📊 🇳🇿 NZ time 18Dec24. Overnight trading price: $389.30 ⏳ I’m expecting this move by 25-27 December. 🧩 A Head & Shoulders pattern is forming inside the blue bands, setting the stage for a potential breakdown. 🔑💥 Key Levels to Watch 👀: • Sell Zone – If you see this price, Sell Sell Sell: $424-$427 SELL the rips! • First Support: $393-$381 • Further Target: $300-$325 (Daily Bottom Zone). This setup is taking shape quickly. Trade smart, watch those levels and dates closely! 🔍📉 Happy trading ahead! Cheers, BC 📈🚀🍀🍀🍀 <a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_comments</a>","text":"$MicroStrategy(MSTR)$ B̉ Ẻ Ả R̉ Ỉ S̉ H̉ 🚨 MSTR: H&S Setting Up – SELL $424-$427 Before Dec 25-27! 🚨 📊 🇳🇿 NZ time 18Dec24. Overnight trading price: $389.30 ⏳ I’m expecting this move by 25-27 December. 🧩 A Head & Shoulders pattern is forming inside the blue bands, setting the stage for a potential breakdown. 🔑💥 Key Levels to Watch 👀: • Sell Zone – If you see this price, Sell Sell Sell: $424-$427 SELL the rips! • First Support: $393-$381 • Further Target: $300-$325 (Daily Bottom Zone). This setup is taking shape quickly. Trade smart, watch those levels and dates closely! 🔍📉 Happy trading ahead! Cheers, BC 📈🚀🍀🍀🍀 @Tiger_comments","images":[{"img":"https://community-static.tradeup.com/news/46389049af73233e3b6f04f0e8d9f88f","width":"929","height":"482"},{"img":"https://community-static.tradeup.com/news/a372d99ddcb469445940904451c421ed","width":"750","height":"1912"},{"img":"https://community-static.tradeup.com/news/20af0bfafd1448d55ab8b0c0607160f6","width":"2085","height":"1416"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382774883451400","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333742374817912,"gmtCreate":1722508295868,"gmtModify":1722508299799,"author":{"id":"3575882730419858","authorId":"3575882730419858","name":"Kennyoscar","avatar":"https://static.tigerbbs.com/7ae5bbd70eee00b69de3be27b8862938","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575882730419858","authorIdStr":"3575882730419858"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/TSLA 20240809 205.0 PUT\">$TSLA 20240809 205.0 PUT$</a> Stay above","listText":"<a href=\"https://ttm.financial/OPT/TSLA 20240809 205.0 PUT\">$TSLA 20240809 205.0 PUT$</a> Stay above","text":"$TSLA 20240809 205.0 PUT$ Stay above","images":[{"img":"https://community-static.tradeup.com/news/bc4f9cdbc4179a9ff80be6b7d55e6b99","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333742374817912","isVote":1,"tweetType":1,"viewCount":2828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":331228001865824,"gmtCreate":1721874158194,"gmtModify":1721874161990,"author":{"id":"3575882730419858","authorId":"3575882730419858","name":"Kennyoscar","avatar":"https://static.tigerbbs.com/7ae5bbd70eee00b69de3be27b8862938","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575882730419858","authorIdStr":"3575882730419858"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a><v-v data-views=\"0\"></v-v> Looking to $208 by next week","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a><v-v data-views=\"0\"></v-v> Looking to $208 by next week","text":"$Tesla Motors(TSLA)$ Looking to $208 by next week","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/331228001865824","isVote":1,"tweetType":1,"viewCount":2394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":306496806613032,"gmtCreate":1715863570048,"gmtModify":1715863574095,"author":{"id":"3575882730419858","authorId":"3575882730419858","name":"Kennyoscar","avatar":"https://static.tigerbbs.com/7ae5bbd70eee00b69de3be27b8862938","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575882730419858","authorIdStr":"3575882730419858"},"themes":[],"htmlText":"Support level is around $31. hold on tight","listText":"Support level is around $31. hold on tight","text":"Support level is around $31. hold on tight","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/306496806613032","isVote":1,"tweetType":1,"viewCount":3395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":298429803163688,"gmtCreate":1713891364520,"gmtModify":1713891369309,"author":{"id":"3575882730419858","authorId":"3575882730419858","name":"Kennyoscar","avatar":"https://static.tigerbbs.com/7ae5bbd70eee00b69de3be27b8862938","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575882730419858","authorIdStr":"3575882730419858"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a><v-v data-views=\"0\"></v-v> firing employees before earning shows they are making loses","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a><v-v data-views=\"0\"></v-v> firing employees before earning shows they are making loses","text":"$Tesla Motors(TSLA)$ firing employees before earning shows they are making loses","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/298429803163688","isVote":1,"tweetType":1,"viewCount":3024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":298429636944088,"gmtCreate":1713891325700,"gmtModify":1713891329107,"author":{"id":"3575882730419858","authorId":"3575882730419858","name":"Kennyoscar","avatar":"https://static.tigerbbs.com/7ae5bbd70eee00b69de3be27b8862938","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575882730419858","authorIdStr":"3575882730419858"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a><v-v data-views=\"0\"></v-v> ","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a><v-v data-views=\"0\"></v-v> ","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/298429636944088","isVote":1,"tweetType":1,"viewCount":2035,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":293738223067408,"gmtCreate":1712720323039,"gmtModify":1712720325040,"author":{"id":"3575882730419858","authorId":"3575882730419858","name":"Kennyoscar","avatar":"https://static.tigerbbs.com/7ae5bbd70eee00b69de3be27b8862938","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575882730419858","authorIdStr":"3575882730419858"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/293738223067408","repostId":"293499707887936","repostType":1,"repost":{"id":293499707887936,"gmtCreate":1712681647364,"gmtModify":1712720306374,"author":{"id":"4102740637684170","authorId":"4102740637684170","name":"OptionsDelta","avatar":"https://static.tigerbbs.com/b5ab2017d32f95a165639de659b21cd1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740637684170","authorIdStr":"4102740637684170"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$Nvidia (NVDA)$</a> not breaking down through 870 is one thing, but actually breaking down is another matter. Tuesday's open failing to hold triggered a mini downward chain reaction, with NVDA's decision level reaching 850. The safest put selling level ahead of April 19th over the next two weeks has shifted to 800. The recent sideways trading has also impacted longer-dated option positioning - some June/July far-dated calls, especially those with strikes above 1100, have seen closing sales or new sell openings. As for the $200 million guy's 880 calls, as long as the stock price reaches above 1024 by June 21st, he can break even.Current put option open interest over 10,000 contracts ranked:<a href=\"https://ttm.financial/OPT/NVDA 20250117 130.0 PUT\">$NV</a>","listText":"<a href=\"https://ttm.financial/S/NVDA\">$Nvidia (NVDA)$</a> not breaking down through 870 is one thing, but actually breaking down is another matter. Tuesday's open failing to hold triggered a mini downward chain reaction, with NVDA's decision level reaching 850. The safest put selling level ahead of April 19th over the next two weeks has shifted to 800. The recent sideways trading has also impacted longer-dated option positioning - some June/July far-dated calls, especially those with strikes above 1100, have seen closing sales or new sell openings. As for the $200 million guy's 880 calls, as long as the stock price reaches above 1024 by June 21st, he can break even.Current put option open interest over 10,000 contracts ranked:<a href=\"https://ttm.financial/OPT/NVDA 20250117 130.0 PUT\">$NV</a>","text":"$Nvidia (NVDA)$ not breaking down through 870 is one thing, but actually breaking down is another matter. Tuesday's open failing to hold triggered a mini downward chain reaction, with NVDA's decision level reaching 850. The safest put selling level ahead of April 19th over the next two weeks has shifted to 800. The recent sideways trading has also impacted longer-dated option positioning - some June/July far-dated calls, especially those with strikes above 1100, have seen closing sales or new sell openings. As for the $200 million guy's 880 calls, as long as the stock price reaches above 1024 by June 21st, he can break even.Current put option open interest over 10,000 contracts ranked:$NV","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/293499707887936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":293738158346392,"gmtCreate":1712720314209,"gmtModify":1712720316308,"author":{"id":"3575882730419858","authorId":"3575882730419858","name":"Kennyoscar","avatar":"https://static.tigerbbs.com/7ae5bbd70eee00b69de3be27b8862938","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575882730419858","authorIdStr":"3575882730419858"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/293738158346392","repostId":"293485915283664","repostType":1,"repost":{"id":293485915283664,"gmtCreate":1712671437256,"gmtModify":1712682391259,"author":{"id":"3555034840657324","authorId":"3555034840657324","name":"kenneth77","avatar":"https://static.tigerbbs.com/6e511fed394c093a8175a7f955892996","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555034840657324","authorIdStr":"3555034840657324"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MARA\">$Marathon Digital Holdings Inc(MARA)$ </a> Be fearful when others are greedy and be greedy when others are fearful. Mara is worth 5 billions now. Any fund that purchased half of Mara get access to 1.5billion bitcoin and cash. Halving cause price to rise due to supply and demand. But rising price become too expensive to buy. Next halving is 4 years aways. Companies that servived like Mara tend to benefit with rising price, generating bitcoin without buy from open markets and fund get revenue of more than half a billion yearly for the next 4 years. Thoughts. Why not the big sell down if funds and investors are leaving. ","listText":"<a href=\"https://ttm.financial/S/MARA\">$Marathon Digital Holdings Inc(MARA)$ </a> Be fearful when others are greedy and be greedy when others are fearful. Mara is worth 5 billions now. Any fund that purchased half of Mara get access to 1.5billion bitcoin and cash. Halving cause price to rise due to supply and demand. But rising price become too expensive to buy. Next halving is 4 years aways. Companies that servived like Mara tend to benefit with rising price, generating bitcoin without buy from open markets and fund get revenue of more than half a billion yearly for the next 4 years. Thoughts. Why not the big sell down if funds and investors are leaving. ","text":"$Marathon Digital Holdings Inc(MARA)$ Be fearful when others are greedy and be greedy when others are fearful. Mara is worth 5 billions now. Any fund that purchased half of Mara get access to 1.5billion bitcoin and cash. Halving cause price to rise due to supply and demand. But rising price become too expensive to buy. Next halving is 4 years aways. Companies that servived like Mara tend to benefit with rising price, generating bitcoin without buy from open markets and fund get revenue of more than half a billion yearly for the next 4 years. Thoughts. Why not the big sell down if funds and investors are leaving.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/293485915283664","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":293738109640808,"gmtCreate":1712720304465,"gmtModify":1712720307122,"author":{"id":"3575882730419858","authorId":"3575882730419858","name":"Kennyoscar","avatar":"https://static.tigerbbs.com/7ae5bbd70eee00b69de3be27b8862938","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575882730419858","authorIdStr":"3575882730419858"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/293738109640808","repostId":"293019516690752","repostType":1,"repost":{"id":293019516690752,"gmtCreate":1712564413185,"gmtModify":1712603150357,"author":{"id":"9000000000000174","authorId":"9000000000000174","name":"KevinKelly","avatar":"https://static.tigerbbs.com/0965d3709fcccd732467fba87aa4ea6e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000174","authorIdStr":"9000000000000174"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> I really hate to say it, but “this time is different” and I expect MU to have a super cycle this time around. Why? As you know, I always look at memories as a commodity and even HBM is no different. As a commodity, the key driver for price, and hence gross margin and operating margin is supply/demand balance. Because of the 3-1 trade in HBM vs DDR, the industry abruptly transitioned from over supply to severe under supply in one year while HBM demand continues to ramp rapidly and DDR demand is recovering. You add to this supply demand imbalance by WFE capex discipline as the suppliers are forced to invest in packaging driven again by HBM requirements. So we are in the beginning of a perfect storm of severe supply demand imbal","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> I really hate to say it, but “this time is different” and I expect MU to have a super cycle this time around. Why? As you know, I always look at memories as a commodity and even HBM is no different. As a commodity, the key driver for price, and hence gross margin and operating margin is supply/demand balance. Because of the 3-1 trade in HBM vs DDR, the industry abruptly transitioned from over supply to severe under supply in one year while HBM demand continues to ramp rapidly and DDR demand is recovering. You add to this supply demand imbalance by WFE capex discipline as the suppliers are forced to invest in packaging driven again by HBM requirements. So we are in the beginning of a perfect storm of severe supply demand imbal","text":"$Micron Technology(MU)$ I really hate to say it, but “this time is different” and I expect MU to have a super cycle this time around. Why? As you know, I always look at memories as a commodity and even HBM is no different. As a commodity, the key driver for price, and hence gross margin and operating margin is supply/demand balance. Because of the 3-1 trade in HBM vs DDR, the industry abruptly transitioned from over supply to severe under supply in one year while HBM demand continues to ramp rapidly and DDR demand is recovering. You add to this supply demand imbalance by WFE capex discipline as the suppliers are forced to invest in packaging driven again by HBM requirements. So we are in the beginning of a perfect storm of severe supply demand imbal","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/293019516690752","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":293738118131904,"gmtCreate":1712720294607,"gmtModify":1712720298274,"author":{"id":"3575882730419858","authorId":"3575882730419858","name":"Kennyoscar","avatar":"https://static.tigerbbs.com/7ae5bbd70eee00b69de3be27b8862938","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575882730419858","authorIdStr":"3575882730419858"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/293738118131904","repostId":"293180173570376","repostType":1,"repost":{"id":293180173570376,"gmtCreate":1712603548145,"gmtModify":1712603617136,"author":{"id":"4102740637684170","authorId":"4102740637684170","name":"OptionsDelta","avatar":"https://static.tigerbbs.com/b5ab2017d32f95a165639de659b21cd1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740637684170","authorIdStr":"4102740637684170"},"themes":[],"title":"Small short close, this week Nvidia battle 870","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$Nvidia (NVDA)$</a> In fact, it's not just me following the big orders in the market. Other institutions are also watching and acting in line with their peers. When their peers sell, they sell too. Last week, I shared a large sell order for the <a href=\"https://ttm.financial/OPT/NVDA 20240426 950.0 CALL\">$NVDA 20240426 950.0 CALL$ </a> that was executed on April 1st. Today, upon checking the closing positions, I found that the 10,000 contract <a href=\"https://ttm.financial/OPT/NVDA 20240621 1200.0 CALL\">$NVDA 20240621 1200.0 CALL$ </a> long position was also closed out later that day. Subsequently, on April 3rd, there was a large sell order for the <a href=\"https://ttm.financial/OPT/NVDA 20240621 1180.0 CALL\">$NVDA 20240621 1180.0 CALL$ </a>","listText":"<a href=\"https://ttm.financial/S/NVDA\">$Nvidia (NVDA)$</a> In fact, it's not just me following the big orders in the market. Other institutions are also watching and acting in line with their peers. When their peers sell, they sell too. Last week, I shared a large sell order for the <a href=\"https://ttm.financial/OPT/NVDA 20240426 950.0 CALL\">$NVDA 20240426 950.0 CALL$ </a> that was executed on April 1st. Today, upon checking the closing positions, I found that the 10,000 contract <a href=\"https://ttm.financial/OPT/NVDA 20240621 1200.0 CALL\">$NVDA 20240621 1200.0 CALL$ </a> long position was also closed out later that day. Subsequently, on April 3rd, there was a large sell order for the <a href=\"https://ttm.financial/OPT/NVDA 20240621 1180.0 CALL\">$NVDA 20240621 1180.0 CALL$ </a>","text":"$Nvidia (NVDA)$ In fact, it's not just me following the big orders in the market. Other institutions are also watching and acting in line with their peers. When their peers sell, they sell too. Last week, I shared a large sell order for the $NVDA 20240426 950.0 CALL$ that was executed on April 1st. Today, upon checking the closing positions, I found that the 10,000 contract $NVDA 20240621 1200.0 CALL$ long position was also closed out later that day. Subsequently, on April 3rd, there was a large sell order for the $NVDA 20240621 1180.0 CALL$","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/293180173570376","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9032469395,"gmtCreate":1647426119233,"gmtModify":1676534228275,"author":{"id":"3575882730419858","authorId":"3575882730419858","name":"Kennyoscar","avatar":"https://static.tigerbbs.com/7ae5bbd70eee00b69de3be27b8862938","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575882730419858","authorIdStr":"3575882730419858"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>Don't get fomo, the dip is yet to be over ","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>Don't get fomo, the dip is yet to be over ","text":"$NIO Inc.(NIO)$Don't get fomo, the dip is yet to be over","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032469395","isVote":1,"tweetType":1,"viewCount":1504,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572747697402535","authorId":"3572747697402535","name":"gds","avatar":"https://static.tigerbbs.com/9c1ec4ecfd12e3cbd9f804ac71942358","crmLevel":13,"crmLevelSwitch":0,"idStr":"3572747697402535","authorIdStr":"3572747697402535"},"content":"suibian ni la. miss alr say la lol","text":"suibian ni la. miss alr say la lol","html":"suibian ni la. miss alr say la lol"},{"author":{"id":"3575882730419858","authorId":"3575882730419858","name":"Kennyoscar","avatar":"https://static.tigerbbs.com/7ae5bbd70eee00b69de3be27b8862938","crmLevel":12,"crmLevelSwitch":1,"idStr":"3575882730419858","authorIdStr":"3575882730419858"},"content":"Wow congrat! Really nio is on crazy run this week! 😱","text":"Wow congrat! Really nio is on crazy run this week! 😱","html":"Wow congrat! Really nio is on crazy run this week! 😱"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333742374817912,"gmtCreate":1722508295868,"gmtModify":1722508299799,"author":{"id":"3575882730419858","authorId":"3575882730419858","name":"Kennyoscar","avatar":"https://static.tigerbbs.com/7ae5bbd70eee00b69de3be27b8862938","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575882730419858","authorIdStr":"3575882730419858"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/TSLA 20240809 205.0 PUT\">$TSLA 20240809 205.0 PUT$</a> Stay above","listText":"<a href=\"https://ttm.financial/OPT/TSLA 20240809 205.0 PUT\">$TSLA 20240809 205.0 PUT$</a> Stay above","text":"$TSLA 20240809 205.0 PUT$ Stay above","images":[{"img":"https://community-static.tradeup.com/news/bc4f9cdbc4179a9ff80be6b7d55e6b99","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333742374817912","isVote":1,"tweetType":1,"viewCount":2828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":352614219,"gmtCreate":1616947462231,"gmtModify":1704800149199,"author":{"id":"3575882730419858","authorId":"3575882730419858","name":"Kennyoscar","avatar":"https://static.tigerbbs.com/7ae5bbd70eee00b69de3be27b8862938","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575882730419858","authorIdStr":"3575882730419858"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>Buy now","listText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>Buy now","text":"$Bionano Genomics(BNGO)$Buy now","images":[{"img":"https://static.tigerbbs.com/c36dd47c88ba715656efa1b3ff06dcf1","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/352614219","isVote":1,"tweetType":1,"viewCount":1517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":892659427,"gmtCreate":1628657469669,"gmtModify":1676529811782,"author":{"id":"3575882730419858","authorId":"3575882730419858","name":"Kennyoscar","avatar":"https://static.tigerbbs.com/7ae5bbd70eee00b69de3be27b8862938","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575882730419858","authorIdStr":"3575882730419858"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC 20210813 29.0 PUT(AMC)$</a>I’m okay to own another 100 shares if it falls to $29","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC 20210813 29.0 PUT(AMC)$</a>I’m okay to own another 100 shares if it falls to $29","text":"$AMC 20210813 29.0 PUT(AMC)$I’m okay to own another 100 shares if it falls to $29","images":[{"img":"https://static.tigerbbs.com/b1fd4a81fd5d83ad0a9ff565d161fe68","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/892659427","isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":298429803163688,"gmtCreate":1713891364520,"gmtModify":1713891369309,"author":{"id":"3575882730419858","authorId":"3575882730419858","name":"Kennyoscar","avatar":"https://static.tigerbbs.com/7ae5bbd70eee00b69de3be27b8862938","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575882730419858","authorIdStr":"3575882730419858"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a><v-v data-views=\"0\"></v-v> firing employees before earning shows they are making loses","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a><v-v data-views=\"0\"></v-v> firing employees before earning shows they are making loses","text":"$Tesla Motors(TSLA)$ firing employees before earning shows they are making loses","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/298429803163688","isVote":1,"tweetType":1,"viewCount":3024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981132553,"gmtCreate":1666413247973,"gmtModify":1676537754427,"author":{"id":"3575882730419858","authorId":"3575882730419858","name":"Kennyoscar","avatar":"https://static.tigerbbs.com/7ae5bbd70eee00b69de3be27b8862938","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575882730419858","authorIdStr":"3575882730419858"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9981132553","repostId":"2277025934","repostType":4,"repost":{"id":"2277025934","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1666400250,"share":"https://ttm.financial/m/news/2277025934?lang=en_US&edition=fundamental","pubTime":"2022-10-22 08:57","market":"us","language":"en","title":"Fed's Rate Debate Shifts to How, and When, to Slow Down","url":"https://stock-news.laohu8.com/highlight/detail?id=2277025934","media":"Reuters","summary":"(Reuters) - The Federal Reserve, set to approve another large interest rate increase early next mont","content":"<html><head></head><body><p>(Reuters) - The Federal Reserve, set to approve another large interest rate increase early next month, is shifting to a debate over how much higher it can safely push borrowing costs and how and when to slow the pace of future increases.</p><p>The U.S. central bank is likely to provide a signal at its Nov. 1-2 policy meeting as officials weigh what some see as growing risks to economic growth against a lack of obvious progress in lowering inflation from its pandemic-related surge.</p><p>"This debate about exactly where we should go, and then become more data-dependent, is going to heat up in the last part of the year here," St. Louis Fed President James Bullard said in a Reuters interview last week.</p><p>San Francisco Fed President Mary Daly added her voice to that debate on Friday during an event in Monterey, California. While acknowledging that high inflation made it "really challenging" for the central bank to step down from its rate hikes, Daly said "the time is now to start talking about stepping down. The time is now to start planning for stepping down."</p><p>Investors widely expect the Fed next month to raise its benchmark overnight interest rate by three-quarters of a percentage point for a fourth consecutive time, lifting it to a range of 3.75% to 4.00%.</p><p>Yet even as markets point to another large increase at the final policy meeting of the year in December, sentiment is building within the Fed to take a breather. While the process of raising interest rates is not yet finished, policymakers feel they may be at the point where further increases can be smaller in size, and are close to where they can pause altogether in order to take stock as the economy adjusts to the rapid change in credit conditions the central bank has set in motion.</p><p>That advice has been subtle: In a speech earlier this month, Fed Vice Chair Lael Brainard offered a list of reasons to be cautious about further tightening without overtly calling for a slowdown or pause.</p><p>It also has been blunt: In comments this week in Virginia, Chicago Fed President Charles Evans warned of outsized "nonlinear" risks to the economy if the federal funds rate is lifted much beyond the 4.6% level officials projected in September that they would reach next year.</p><p>"It really does begin to weigh on the economy," Evans said. Even with the existing rate outlook, it was a "closer call than normal" whether recession can be avoided.</p><p>With that view becoming more full-throated, and more economists saying a U.S. recession is likely next year, the November meeting may well be when the Fed signals it is time to slow down - a moment Fed Chair Jerome Powell said in a Sept. 21 news conference would be approaching "at some point."</p><p>Powell has not spoken publicly about monetary policy since then.</p><p><b>INFLATION SURPRISES</b></p><p>Data on inflation has offered little relief to the Fed. Headline consumer prices rose in September at an 8.2% annual rate. The U.S. central bank uses a different inflation measure for its 2% inflation target, but that remains roughly three times the target.</p><p>Job growth continues to be strong, with a still-outsized number of vacancies compared to the number of jobseekers. Employers say it remains difficult to find workers.</p><p>Yet even some of the Fed's most hawkish voices appear ready to let the economy have time to catch up with the monetary tightening already underway.</p><p>Bullard told Reuters he also sees a federal funds rate of around 4.6% as a point to pause and take stock, though he'd prefer to get there by the end of this year with two more 75-basis-point increases and then let policy evolve in 2023 based on how inflation behaves.</p><p>Expectations at the Fed about inflation have begun to settle around three key points that both buttress the calls for caution on further rate hikes, but also leave policymakers wanting to keep their options open.</p><p>Inflation, officials acknowledge, has become broader and more persistent than anticipated, and may be slow to decline. Consumer prices are weighted towards rents, which are slow to change, and much of the current inflation is coming from service industries where price changes are harder to influence.</p><p>In economic projections released by the Fed in September, a version of policymakers' preferred measure of inflation was seen ending 2023 above 3%. Recent staff estimates, recounted in the minutes of the last Fed meeting, indicated the economy may be much "tighter" than anticipated as high demand strains against potential output that may be more limited than thought.</p><p>But policymakers also agree the full impact of their rate hikes may not become clear for months, even as data is starting to show the seeds of an inflation slowdown taking root. Vehicle prices that drove the inflation surge in the early part of the pandemic are falling, and industry executives expect more; month-to-month data show rents are coming down and the housing industry, a barometer of other household spending, is slowing rapidly as the average rate on a 30-year fixed mortgage nears 7%.</p><p>Yet, in another point of agreement, risk sentiment among Fed officials is almost uniformly tilted towards the likelihood of more inflation surprises to come, putting the group on what some have described as a hope-for-the-best-prepare-for-the-worst footing. In September, 17 of 19 officials saw inflation risks as "weighted to the upside."</p><p>In that situation, even if policymakers are ready to be done with the 75-basis-point rate increases, they won't want the public to equate smaller future hikes with a true policy "pivot" or a softened stance on inflation - a tricky point to communicate.</p><p>Even more dovish officials like Evans agree monetary policy needs to hit a more restrictive level and stay there until the back of inflation is broken. Others agree even if the Fed slows to half-percentage-point increases after next month's meeting, that remains fast by recent standards and could quickly push the federal funds rate to a level of 5% or higher, more in line with rate-hiking cycles since the 1990s and a level some economists see as needed before the Fed's work is done.</p><p>"How do you step down without giving external observers, financial markets, the wrong impression?" Evans said. "I think that puts a premium on explaining where we think we are, what we're expecting inflation to be doing, and when you're going to be willing to say 'I think I've got the level of the funds rate that is adequately restrictive in order to be consistent with inflation coming down.' It's hard. That's a hard discussion."</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed's Rate Debate Shifts to How, and When, to Slow Down</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\">\nFed's Rate Debate Shifts to How, and When, to Slow Down\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-10-22 08:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - The Federal Reserve, set to approve another large interest rate increase early next month, is shifting to a debate over how much higher it can safely push borrowing costs and how and when to slow the pace of future increases.</p><p>The U.S. central bank is likely to provide a signal at its Nov. 1-2 policy meeting as officials weigh what some see as growing risks to economic growth against a lack of obvious progress in lowering inflation from its pandemic-related surge.</p><p>"This debate about exactly where we should go, and then become more data-dependent, is going to heat up in the last part of the year here," St. Louis Fed President James Bullard said in a Reuters interview last week.</p><p>San Francisco Fed President Mary Daly added her voice to that debate on Friday during an event in Monterey, California. While acknowledging that high inflation made it "really challenging" for the central bank to step down from its rate hikes, Daly said "the time is now to start talking about stepping down. The time is now to start planning for stepping down."</p><p>Investors widely expect the Fed next month to raise its benchmark overnight interest rate by three-quarters of a percentage point for a fourth consecutive time, lifting it to a range of 3.75% to 4.00%.</p><p>Yet even as markets point to another large increase at the final policy meeting of the year in December, sentiment is building within the Fed to take a breather. While the process of raising interest rates is not yet finished, policymakers feel they may be at the point where further increases can be smaller in size, and are close to where they can pause altogether in order to take stock as the economy adjusts to the rapid change in credit conditions the central bank has set in motion.</p><p>That advice has been subtle: In a speech earlier this month, Fed Vice Chair Lael Brainard offered a list of reasons to be cautious about further tightening without overtly calling for a slowdown or pause.</p><p>It also has been blunt: In comments this week in Virginia, Chicago Fed President Charles Evans warned of outsized "nonlinear" risks to the economy if the federal funds rate is lifted much beyond the 4.6% level officials projected in September that they would reach next year.</p><p>"It really does begin to weigh on the economy," Evans said. Even with the existing rate outlook, it was a "closer call than normal" whether recession can be avoided.</p><p>With that view becoming more full-throated, and more economists saying a U.S. recession is likely next year, the November meeting may well be when the Fed signals it is time to slow down - a moment Fed Chair Jerome Powell said in a Sept. 21 news conference would be approaching "at some point."</p><p>Powell has not spoken publicly about monetary policy since then.</p><p><b>INFLATION SURPRISES</b></p><p>Data on inflation has offered little relief to the Fed. Headline consumer prices rose in September at an 8.2% annual rate. The U.S. central bank uses a different inflation measure for its 2% inflation target, but that remains roughly three times the target.</p><p>Job growth continues to be strong, with a still-outsized number of vacancies compared to the number of jobseekers. Employers say it remains difficult to find workers.</p><p>Yet even some of the Fed's most hawkish voices appear ready to let the economy have time to catch up with the monetary tightening already underway.</p><p>Bullard told Reuters he also sees a federal funds rate of around 4.6% as a point to pause and take stock, though he'd prefer to get there by the end of this year with two more 75-basis-point increases and then let policy evolve in 2023 based on how inflation behaves.</p><p>Expectations at the Fed about inflation have begun to settle around three key points that both buttress the calls for caution on further rate hikes, but also leave policymakers wanting to keep their options open.</p><p>Inflation, officials acknowledge, has become broader and more persistent than anticipated, and may be slow to decline. Consumer prices are weighted towards rents, which are slow to change, and much of the current inflation is coming from service industries where price changes are harder to influence.</p><p>In economic projections released by the Fed in September, a version of policymakers' preferred measure of inflation was seen ending 2023 above 3%. Recent staff estimates, recounted in the minutes of the last Fed meeting, indicated the economy may be much "tighter" than anticipated as high demand strains against potential output that may be more limited than thought.</p><p>But policymakers also agree the full impact of their rate hikes may not become clear for months, even as data is starting to show the seeds of an inflation slowdown taking root. Vehicle prices that drove the inflation surge in the early part of the pandemic are falling, and industry executives expect more; month-to-month data show rents are coming down and the housing industry, a barometer of other household spending, is slowing rapidly as the average rate on a 30-year fixed mortgage nears 7%.</p><p>Yet, in another point of agreement, risk sentiment among Fed officials is almost uniformly tilted towards the likelihood of more inflation surprises to come, putting the group on what some have described as a hope-for-the-best-prepare-for-the-worst footing. In September, 17 of 19 officials saw inflation risks as "weighted to the upside."</p><p>In that situation, even if policymakers are ready to be done with the 75-basis-point rate increases, they won't want the public to equate smaller future hikes with a true policy "pivot" or a softened stance on inflation - a tricky point to communicate.</p><p>Even more dovish officials like Evans agree monetary policy needs to hit a more restrictive level and stay there until the back of inflation is broken. Others agree even if the Fed slows to half-percentage-point increases after next month's meeting, that remains fast by recent standards and could quickly push the federal funds rate to a level of 5% or higher, more in line with rate-hiking cycles since the 1990s and a level some economists see as needed before the Fed's work is done.</p><p>"How do you step down without giving external observers, financial markets, the wrong impression?" Evans said. "I think that puts a premium on explaining where we think we are, what we're expecting inflation to be doing, and when you're going to be willing to say 'I think I've got the level of the funds rate that is adequately restrictive in order to be consistent with inflation coming down.' It's hard. That's a hard discussion."</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2277025934","content_text":"(Reuters) - The Federal Reserve, set to approve another large interest rate increase early next month, is shifting to a debate over how much higher it can safely push borrowing costs and how and when to slow the pace of future increases.The U.S. central bank is likely to provide a signal at its Nov. 1-2 policy meeting as officials weigh what some see as growing risks to economic growth against a lack of obvious progress in lowering inflation from its pandemic-related surge.\"This debate about exactly where we should go, and then become more data-dependent, is going to heat up in the last part of the year here,\" St. Louis Fed President James Bullard said in a Reuters interview last week.San Francisco Fed President Mary Daly added her voice to that debate on Friday during an event in Monterey, California. While acknowledging that high inflation made it \"really challenging\" for the central bank to step down from its rate hikes, Daly said \"the time is now to start talking about stepping down. The time is now to start planning for stepping down.\"Investors widely expect the Fed next month to raise its benchmark overnight interest rate by three-quarters of a percentage point for a fourth consecutive time, lifting it to a range of 3.75% to 4.00%.Yet even as markets point to another large increase at the final policy meeting of the year in December, sentiment is building within the Fed to take a breather. While the process of raising interest rates is not yet finished, policymakers feel they may be at the point where further increases can be smaller in size, and are close to where they can pause altogether in order to take stock as the economy adjusts to the rapid change in credit conditions the central bank has set in motion.That advice has been subtle: In a speech earlier this month, Fed Vice Chair Lael Brainard offered a list of reasons to be cautious about further tightening without overtly calling for a slowdown or pause.It also has been blunt: In comments this week in Virginia, Chicago Fed President Charles Evans warned of outsized \"nonlinear\" risks to the economy if the federal funds rate is lifted much beyond the 4.6% level officials projected in September that they would reach next year.\"It really does begin to weigh on the economy,\" Evans said. Even with the existing rate outlook, it was a \"closer call than normal\" whether recession can be avoided.With that view becoming more full-throated, and more economists saying a U.S. recession is likely next year, the November meeting may well be when the Fed signals it is time to slow down - a moment Fed Chair Jerome Powell said in a Sept. 21 news conference would be approaching \"at some point.\"Powell has not spoken publicly about monetary policy since then.INFLATION SURPRISESData on inflation has offered little relief to the Fed. Headline consumer prices rose in September at an 8.2% annual rate. The U.S. central bank uses a different inflation measure for its 2% inflation target, but that remains roughly three times the target.Job growth continues to be strong, with a still-outsized number of vacancies compared to the number of jobseekers. Employers say it remains difficult to find workers.Yet even some of the Fed's most hawkish voices appear ready to let the economy have time to catch up with the monetary tightening already underway.Bullard told Reuters he also sees a federal funds rate of around 4.6% as a point to pause and take stock, though he'd prefer to get there by the end of this year with two more 75-basis-point increases and then let policy evolve in 2023 based on how inflation behaves.Expectations at the Fed about inflation have begun to settle around three key points that both buttress the calls for caution on further rate hikes, but also leave policymakers wanting to keep their options open.Inflation, officials acknowledge, has become broader and more persistent than anticipated, and may be slow to decline. Consumer prices are weighted towards rents, which are slow to change, and much of the current inflation is coming from service industries where price changes are harder to influence.In economic projections released by the Fed in September, a version of policymakers' preferred measure of inflation was seen ending 2023 above 3%. Recent staff estimates, recounted in the minutes of the last Fed meeting, indicated the economy may be much \"tighter\" than anticipated as high demand strains against potential output that may be more limited than thought.But policymakers also agree the full impact of their rate hikes may not become clear for months, even as data is starting to show the seeds of an inflation slowdown taking root. Vehicle prices that drove the inflation surge in the early part of the pandemic are falling, and industry executives expect more; month-to-month data show rents are coming down and the housing industry, a barometer of other household spending, is slowing rapidly as the average rate on a 30-year fixed mortgage nears 7%.Yet, in another point of agreement, risk sentiment among Fed officials is almost uniformly tilted towards the likelihood of more inflation surprises to come, putting the group on what some have described as a hope-for-the-best-prepare-for-the-worst footing. In September, 17 of 19 officials saw inflation risks as \"weighted to the upside.\"In that situation, even if policymakers are ready to be done with the 75-basis-point rate increases, they won't want the public to equate smaller future hikes with a true policy \"pivot\" or a softened stance on inflation - a tricky point to communicate.Even more dovish officials like Evans agree monetary policy needs to hit a more restrictive level and stay there until the back of inflation is broken. Others agree even if the Fed slows to half-percentage-point increases after next month's meeting, that remains fast by recent standards and could quickly push the federal funds rate to a level of 5% or higher, more in line with rate-hiking cycles since the 1990s and a level some economists see as needed before the Fed's work is done.\"How do you step down without giving external observers, financial markets, the wrong impression?\" Evans said. \"I think that puts a premium on explaining where we think we are, what we're expecting inflation to be doing, and when you're going to be willing to say 'I think I've got the level of the funds rate that is adequately restrictive in order to be consistent with inflation coming down.' It's hard. That's a hard discussion.\"","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810338205,"gmtCreate":1629943418407,"gmtModify":1676530179444,"author":{"id":"3575882730419858","authorId":"3575882730419858","name":"Kennyoscar","avatar":"https://static.tigerbbs.com/7ae5bbd70eee00b69de3be27b8862938","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575882730419858","authorIdStr":"3575882730419858"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC 20210827 29.0 PUT(AMC)$</a>Moon","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC 20210827 29.0 PUT(AMC)$</a>Moon","text":"$AMC 20210827 29.0 PUT(AMC)$Moon","images":[{"img":"https://static.tigerbbs.com/07803d5e4aafe33543e7626a8dd95883","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/810338205","isVote":1,"tweetType":1,"viewCount":1096,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":893511213,"gmtCreate":1628286130632,"gmtModify":1703504443457,"author":{"id":"3575882730419858","authorId":"3575882730419858","name":"Kennyoscar","avatar":"https://static.tigerbbs.com/7ae5bbd70eee00b69de3be27b8862938","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575882730419858","authorIdStr":"3575882730419858"},"themes":[],"htmlText":"Noce","listText":"Noce","text":"Noce","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/893511213","repostId":"1155656235","repostType":4,"repost":{"id":"1155656235","kind":"news","pubTimestamp":1628227304,"share":"https://ttm.financial/m/news/1155656235?lang=en_US&edition=fundamental","pubTime":"2021-08-06 13:21","market":"us","language":"en","title":"20 cloud stocks expected to increase sales the most over the next two years","url":"https://stock-news.laohu8.com/highlight/detail?id=1155656235","media":"MarketWatch","summary":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales ","content":"<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p>\n<p>U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p>\n<p>Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p>\n<p>Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p>\n<p>To begin the screen, we looked at the five largest cloud ETFs:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p>\n<p>Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&P 500 ETF and the Invesco QQQ Trust (which tracks the Nasdaq-100 Index) for comparison:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p>\n<p>Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p>\n<p>As part of its description of ARKW, FactSet says the following:</p>\n<p><i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p>\n<p><b>Cloud-stock screen</b></p>\n<p>Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p>\n<p>To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p>\n<p>Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p>\n<p><img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>There are actually 21 stocks listed, including Zillow Group Inc.’s Class A and Class C shares.</p>\n<p>It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p>\n<p>Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p>\n<p><img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p>","source":"lsy1603348471595","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>20 cloud stocks expected to increase sales the most over the next two years</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n20 cloud stocks expected to increase sales the most over the next two years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-06 13:21 GMT+8 <a href=https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors ...</p>\n\n<a href=\"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DKNG":"DraftKings Inc.","COIN":"Coinbase Global, Inc.","SE":"Sea Ltd","TSLA":"特斯拉","LC":"LendingClub","SHOP":"Shopify Inc","ROKU":"Roku Inc","VCYT":"Veracyte Inc","PINS":"Pinterest, Inc.","ZG":"Zillow Class A","KC":"金山云","PDD":"拼多多","TDOC":"Teladoc Health Inc.","Z":"Zillow","CRWD":"CrowdStrike Holdings, Inc.","SKLZ":"Skillz Inc","OKTA":"Okta Inc.","SNAP":"Snap Inc","ADYEY":"Adyen N.V.","MELI":"MercadoLibre"},"source_url":"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155656235","content_text":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.\nCloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.\nBelow is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.\nTo begin the screen, we looked at the five largest cloud ETFs:\nSource: FactSet\nETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.\nHere’s a comparison of total returns through Aug. 4, along with those for the SPDR S&P 500 ETF and the Invesco QQQ Trust (which tracks the Nasdaq-100 Index) for comparison:\nSource: FactSet\nThe ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.\nAnother holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.\nAs part of its description of ARKW, FactSet says the following:\n“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”\nCloud-stock screen\nTogether, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)\nTo make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.\nHere are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:\n\nSource: FactSet\nThere are actually 21 stocks listed, including Zillow Group Inc.’s Class A and Class C shares.\nIt is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.\nHere are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.\n\nSource: FactSet\nIn comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.","news_type":1,"symbols_score_info":{"TSLA":0.9,"OKTA":0.9,"ROKU":0.9,"DKNG":0.9,"MELI":0.9,"TDOC":0.9,"VCYT":0.9,"Z":0.9,"COIN":0.9,"CRWD":0.9,"SKLZ":0.9,"PINS":0.9,"PDD":0.9,"SNAP":0.9,"ZG":0.9,"LC":0.9,"SHOP":0.9,"SE":0.9,"SQ":0.9,"ADYEY":0.9,"KC":0.9}},"isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926257190,"gmtCreate":1671575013311,"gmtModify":1676538557086,"author":{"id":"3575882730419858","authorId":"3575882730419858","name":"Kennyoscar","avatar":"https://static.tigerbbs.com/7ae5bbd70eee00b69de3be27b8862938","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575882730419858","authorIdStr":"3575882730419858"},"themes":[],"htmlText":"Hi k","listText":"Hi k","text":"Hi k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9926257190","repostId":"2292433763","repostType":4,"repost":{"id":"2292433763","kind":"highlight","pubTimestamp":1671610356,"share":"https://ttm.financial/m/news/2292433763?lang=en_US&edition=fundamental","pubTime":"2022-12-21 16:12","market":"us","language":"en","title":"2 Growth Stocks That Could Help Make You a Fortune","url":"https://stock-news.laohu8.com/highlight/detail?id=2292433763","media":"Motley Fool","summary":"These companies are booking wins even in the current environment.","content":"<div>\n<p>Most investors won't get rich in the stock market overnight. The good news is, as a long-term investor, you don't need to implement complicated strategies or investing games to build a portfolio that ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/20/2-growth-stocks-that-could-help-make-you-a-fortune/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Growth Stocks That Could Help Make You a Fortune</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\">\n2 Growth Stocks That Could Help Make You a Fortune\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-21 16:12 GMT+8 <a href=https://www.fool.com/investing/2022/12/20/2-growth-stocks-that-could-help-make-you-a-fortune/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Most investors won't get rich in the stock market overnight. The good news is, as a long-term investor, you don't need to implement complicated strategies or investing games to build a portfolio that ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/20/2-growth-stocks-that-could-help-make-you-a-fortune/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4142":"酒店、度假村与豪华游轮","BK4561":"索罗斯持仓","BK4528":"SaaS概念","BK4505":"高瓴资本持仓","BK4548":"巴美列捷福持仓","BK4535":"淡马锡持仓","BK4524":"宅经济概念","ABNB":"爱彼迎","BK4532":"文艺复兴科技持仓","BK4116":"互联网服务与基础架构","BK4551":"寇图资本持仓","BK4566":"资本集团","SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2022/12/20/2-growth-stocks-that-could-help-make-you-a-fortune/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2292433763","content_text":"Most investors won't get rich in the stock market overnight. The good news is, as a long-term investor, you don't need to implement complicated strategies or investing games to build a portfolio that stands the test of time.By letting a pattern of regularly buying and adding to wonderful companies become your habit in both bear and bull environments, you participate in both the peaks and valleys of market cycles without undermining your long-term investing strategy.On that note, let's take a look at two fantastic buy-and-hold growth stocks that can enrich your portfolio returns many times over in the years to come.1. AirbnbThe travel industry has dealt with its fair share of hurdles over the last few years, and it could be in for more challenges ahead, particularly if the macro environment officially veers into a recession. Airbnb has managed to buck many of the trends impacting the broader travel industry. Despite the fact shares are still down roughly 45% over the past 12 months, this sell-off traces its roots back to broad investor sentiment around growth stocks rather than specific issues with the company itself.If anything, Airbnb's recovery has left most of the wider travel industry in the dust. As many growth businesses are struggling to retain headway in the current environment, the company continues to report quarter after quarter of strong growth. Even if this was to slow down in the near term in the event of a recession, Airbnb has built a solid foundation upon which it can launch itself into future, sustained business returns.While global travel spending is slowing as consumers fear more economic pitfalls ahead, a huge catalyst behind Airbnb's continued expansion is tied to the fact the platform caters to a wide variety of consumers and travelers. Certainly, people use Airbnb to book short-term or vacation rentals, but more and more customers are turning to the platform to locate homes they can stay in for a much longer duration. In fact, approximately one-fifth of all gross bookings processed on Airbnb's platform are derived from long-term stays, which are bookings of 28 days or longer.Airbnb's revenue jumped 29% year over year to $2.9 billion in the most recent quarter, while its net income rose 46% from the year-ago period to $1.2 billion. The third quarter was its most profitable to date. The company has proven time and again its platform remains well positioned to grow.From business travelers and tourists to digital nomads, Airbnb's platform has something for everyone. It's this versatility, not to mention the vital stream of income that Airbnb provides to its more than four million hosts globally, that can fuel the consistent demand the company needs to grow in the near term and for many years to come.2. Shopify Shopify isn't the the investor favorite that it was in the earlier days of the pandemic, but overlooking the stock due to its near-term challenges could be a mistake in the long run. Shares of Shopify are trading down by about 74% from the beginning of this year, and this has occurred for a few different reasons.Investors have understandably been concerned about the company's turn into GAAP unprofitability in recent quarters. And as investors shy away from growth-oriented businesses with less capital flowing into the markets and macroeconomic conditions presenting elevated risk, this has also put severe downward pressure on the stock.As always, it's important to look at the reason behind a stock's movements before you determine whether or not it's a wise addition to your portfolio. As for Shopify's recent losses, this goes back broadly to its continual pattern of aggressively investing in its business growth and the heavy use of stock-based compensation. In the first nine months of 2022 alone, Shopify spent $932 million on sales and marketing, compared to $626 million in the same period last year.It's also worth noting that Shopify's results have been affected by its portfolio of equity investments. The company has large stakes in heavily beaten-down tech stocks Affirm and Global-e Online, both of which it also has long-standing partnerships with. And just like individual investors have seen many equity investments decline over the last year, the same can be said of Shopify. Still, the company is making progress on a multitude of fronts. Shopify's addition of Deliverr to its fulfillment network earlier this year is key to enable its long-term growth, retain and expand its merchant network, and reduce exposure to the impact of future supply chain disruptions.The platform remains a go-to for business owners around the world to do everything from launch a brand from scratch to seamlessly integrate an online store with a brick-and-mortar presence. In the first nine months of 2022, Shopify's top line jumped 20% year over year to $3.9 billion. Meanwhile, Shopify had $4.9 billion in cash and investments on its balance sheet at the end of the period.While Shopify's spending to build out its business will weigh on its bottom line in the near term, this can also position it for continued growth and enable it to retain its competitiveness over the long term. This ultimately bodes well for investors who take a buy-and-hold approach to the stock.","news_type":1,"symbols_score_info":{"SHOP":0.9,"ABNB":0.9}},"isVote":1,"tweetType":1,"viewCount":732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890711920,"gmtCreate":1628133435960,"gmtModify":1703501856557,"author":{"id":"3575882730419858","authorId":"3575882730419858","name":"Kennyoscar","avatar":"https://static.tigerbbs.com/7ae5bbd70eee00b69de3be27b8862938","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575882730419858","authorIdStr":"3575882730419858"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Hold and succeed ","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Hold and succeed ","text":"$AMC Entertainment(AMC)$Hold and succeed","images":[{"img":"https://static.tigerbbs.com/d60d19ffe54418a7f4685d0ad840a779","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/890711920","isVote":1,"tweetType":1,"viewCount":797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}