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2022-02-17

$Palantir Technologies Inc.(PLTR)$Never listen to YouTuber without doing own research. Tom Nash, Chicken Gang, all were preaching PLTR until they didn't. Buy below $10 , small amount and leave it.

2022-05-07

$AMC Entertainment(AMC)$When MOASS? 🤡

2021-08-31

I think can buy. See tipranks rating alot of top investors mention upside.

ZM Stock Alert: 8 Reasons Why Zoom Video Is Tumbling Today

2021-04-27

Tesla disappoint? What you smoking bro..

Tesla fell more than 3% in premarket trading

2022-05-20

$Tesla Motors(TSLA)$$300 fair value. Look at thebloody P/E ratio

2022-04-07

Escape your put trap if you sold one and ITM. Gogogo

Sorry, the original content has been removed

2022-02-17

Must be a fkin moron to sell off Nvdia.. i'm just buying more. Must be selling off to get more AMC andGME hahaha..

Sorry, the original content has been removed

2022-03-25

Worse recommendations. So many people lost money on the above. Zoom has no clear plans and directions. Teams already plan to come out with simpler version.

3 Sell-Off Stocks That Could Help Set You Up for Life

2022-01-28

P/E ratio means little for tech stocks. Easily $350 in next 12 mths

Why This Analyst Thinks That Nvidia Stock Will Jump 50%

2022-01-25

No matter what I will keep buying. This isn't meme stock garbage or pandemic poster boy. Follow my advice, thank me in 2023

Nvidia Stock: Looking for Opportunity Amid the Decline

2022-11-02

Bs scream buy your head. Capitation has not fully occured. catch a falling knife at your own risk

3 Warren Buffett Stocks That Are Screaming Buys in November

2021-09-01

Don’t think so. It’s still here to stay atleast 12 more mths.

Zoom's Pandemic Bonanza Is Over

2023-03-09

Higher jobless is good

Sorry, the original content has been removed

2022-03-08

Don't buy first. Wait... if it dips below $200 .. huat.

Why Did Nvidia's Stock Plummet on Monday

2022-04-08

Came to the comments without reading the article.Wasnt disappointed. This writer obviously wants people to sell so he can buy more

Sorry, the original content has been removed

2022-03-08

No such thing as too expensive for tech. All these losers most of the time writing nonsense. Pick a good company like NVDA, buy and hold for 3-5.

Why Did Nvidia's Stock Plummet on Monday

2022-01-14

Lol who cares about what you think.. no one can time or predict the stocks

Palantir: A Defense Of My $5 Price Target

2022-01-03

EV cut = TSLA win. China ev game over

China to Cut EV Subsidies By 30% In 2022: What That Means For Tesla, Nio, XPeng And Others

2021-12-28

Is the P/E still negative?

Sea Limited: A Deep Dive To Understand The Recent Selloff

2021-09-07

Sure

Toplines Before US Market Open on Tuesday

Go to Tiger App to see more news

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since the last split it ran up so much. It’s gonna run up again after this split and people will still be whining and sticking to their Meta, Googl and McD","listText":"Actually since the last split it ran up so much. It’s gonna run up again after this split and people will still be whining and sticking to their Meta, Googl and McD","text":"Actually since the last split it ran up so much. It’s gonna run up again after this split and people will still be whining and sticking to their Meta, Googl and McD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310957649166360","isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":247029128359952,"gmtCreate":1701347873255,"gmtModify":1701350068558,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"Fk off tesla shill","listText":"Fk off tesla shill","text":"Fk off tesla shill","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/247029128359952","repostId":"2387453744","repostType":2,"repost":{"id":"2387453744","pubTimestamp":1701407359,"share":"https://ttm.financial/m/news/2387453744?lang=&edition=fundamental","pubTime":"2023-12-01 13:09","market":"us","language":"en","title":"Rivian Is a Clunker. No Need to Test-Drive RIVN Stock Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2387453744","media":"InvestorPlace","summary":"Rivian Automotive is issuing $15 billion worth of debt - or is it? RIVN stock traders should get the full story before making an investment.","content":"<html><head></head><body><ul style=\"\"><li><p><strong>Rivian Automotive</strong> (<strong>RIVN</strong>) has a dwindling cash position and won’t offer a highly affordable vehicle until 2026. </p></li></ul><ul style=\"\"><li><p>Furthermore, Rivian Automotive is reportedly implementing a “phantom bond” sale potentially valued at $15 billion.</p></li><li><p>Investors should be extra cautious with RIVN stock.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d2d1dc9402a08a6c8c8f42f867767f4\" alt=\"Source: Roschetzky Photography / Shutterstock.com\" title=\"Source: Roschetzky Photography / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: Roschetzky Photography / Shutterstock.com</span></p><p>If you’re going to invest in an electric vehicle manufacturer in 2023 and 2024, you need to be selective. EV demand is slowing, and <strong>Rivian Automotive </strong>(NASDAQ:<strong>RIVN</strong>) isn’t necessarily the best pick of the bunch. The best grade we can assign to RIVN stock is a “D” and prospective buyers should spend extra time on their due diligence.</p><p>Doing your research on Rivian Automotive will, unfortunately, involve learning about a highly unusual type of debt. It’s complicated, but we’ll provide the basic facts in a moment. When all is said and done, you may agree that holding Rivian stock for the long term is a risky proposition.</p><h2 id=\"id_1882185177\">RIVN Stock Traders Learn About ‘Phantom Bonds’</h2><p>If you weren’t specifically interested in Rivian Automotive, then you probably would never have to learn about “phantom bonds.” Yet, here you are and if you want to be fully informed about Rivian, then get ready for a strange news item.</p><p>Recently, <em>Bloomberg</em>, <em>Reuters</em> and <em>OilPrice.com</em> reported that Rivian Automotive “structured out” $15 billion worth of debt in what’s known as “phantom bonds.” Evidently, this type of debt is legal and can be used to get a property tax break in Georgia.</p><p>A Form 8-K filing from Rivian specifies that the “minimum annual scheduled” payments “start at $1.5 million and gradually increase to $20.4 million by 2047,” and are “subject to further increases.” Hence, it sounds like there’s real money, not “phantom” money, at stake here.</p><p>Now, we’re not suggesting that issuing “phantom bonds” is shady, or that Rivian Automotive itself is shady. Rivian is reportedly facing a lawsuit alleging that the company defrauded its shareholders, but that’s a different story entirely.</p><p>It’s highly unusual, however, that the issuance of these “phantom bonds” isn’t mentioned anywhere on Rivian’s investor relations main page or news page. Certainly, prospective investors should keep tabs on this story for future updates.</p><h2 id=\"id_3802638508\">Big Red Flags for Rivian Stock</h2><p>Besides learning about “phantom bonds,” Rivian stock traders will also need to consider some red flags. At the end of the day, you might simply decide that the stress of investing in Rivian Automotive just isn’t worth it.</p><p>Rivian Automotive is a consistently unprofitable company. Investors may have been willing to overlook this problem in 2020 and 2021, when credit was cheap and easily available. Nowadays, however, credit conditions are much tighter and that’s a problem for income-negative businesses.</p><p>Prospective investors have to contend with Rivian Automotive’s dwindling capital position. Alarmingly, Rivian’s position of cash and cash equivalents dropped from $11.568 billion as of Dec. 31, 2022, to $7.941 billion as of Sept. 30, 2023.</p><p>Besides, Rivian Automotive seems like a reluctant latecomer to the EV price war. Sure, the company reportedly plans to release a vehicle with a starting price of around $40,000. Don’t get too excited, though. Customers won’t be able to purchase these more affordable Rivian EVs until 2026.</p><h2 id=\"id_1645968864\">RIVN Stock: Don’t Wait Around for Phantom Profits</h2><p>Frankly, it will be challenging for Rivian Automotive to succeed when interest rates are high and the EV market is so competitive. Ask yourself: Do I really want to take the trouble to learn about Rivian’s “phantom bonds”? Plus, am I happy with Rivian Automotive’s balance sheet?</p><p>Perhaps, it’s wise just to monitor Rivian Automotive from the sidelines. For now, the best grade we can assign to RIVN stock is a “D.” We’re not currently recommending it to investors, so feel free to look around for stocks with more favorable risk-to-reward profiles.</p></body></html>","source":"investorplace_stock_picks","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>Rivian Is a Clunker. No Need to Test-Drive RIVN Stock Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRivian Is a Clunker. No Need to Test-Drive RIVN Stock Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-01 13:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2023/11/rivian-is-a-clunker-no-need-to-test-drive-rivn-stock-now/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Rivian Automotive (RIVN) has a dwindling cash position and won’t offer a highly affordable vehicle until 2026. Furthermore, Rivian Automotive is reportedly implementing a “phantom bond” sale ...</p>\n\n<a href=\"https://investorplace.com/market360/2023/11/rivian-is-a-clunker-no-need-to-test-drive-rivn-stock-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","RIVN":"Rivian Automotive, Inc.","BK4585":"ETF&股票定投概念","BK4588":"碎股","BK4555":"新能源车"},"source_url":"https://investorplace.com/market360/2023/11/rivian-is-a-clunker-no-need-to-test-drive-rivn-stock-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2387453744","content_text":"Rivian Automotive (RIVN) has a dwindling cash position and won’t offer a highly affordable vehicle until 2026. Furthermore, Rivian Automotive is reportedly implementing a “phantom bond” sale potentially valued at $15 billion.Investors should be extra cautious with RIVN stock.Source: Roschetzky Photography / Shutterstock.comIf you’re going to invest in an electric vehicle manufacturer in 2023 and 2024, you need to be selective. EV demand is slowing, and Rivian Automotive (NASDAQ:RIVN) isn’t necessarily the best pick of the bunch. The best grade we can assign to RIVN stock is a “D” and prospective buyers should spend extra time on their due diligence.Doing your research on Rivian Automotive will, unfortunately, involve learning about a highly unusual type of debt. It’s complicated, but we’ll provide the basic facts in a moment. When all is said and done, you may agree that holding Rivian stock for the long term is a risky proposition.RIVN Stock Traders Learn About ‘Phantom Bonds’If you weren’t specifically interested in Rivian Automotive, then you probably would never have to learn about “phantom bonds.” Yet, here you are and if you want to be fully informed about Rivian, then get ready for a strange news item.Recently, Bloomberg, Reuters and OilPrice.com reported that Rivian Automotive “structured out” $15 billion worth of debt in what’s known as “phantom bonds.” Evidently, this type of debt is legal and can be used to get a property tax break in Georgia.A Form 8-K filing from Rivian specifies that the “minimum annual scheduled” payments “start at $1.5 million and gradually increase to $20.4 million by 2047,” and are “subject to further increases.” Hence, it sounds like there’s real money, not “phantom” money, at stake here.Now, we’re not suggesting that issuing “phantom bonds” is shady, or that Rivian Automotive itself is shady. Rivian is reportedly facing a lawsuit alleging that the company defrauded its shareholders, but that’s a different story entirely.It’s highly unusual, however, that the issuance of these “phantom bonds” isn’t mentioned anywhere on Rivian’s investor relations main page or news page. Certainly, prospective investors should keep tabs on this story for future updates.Big Red Flags for Rivian StockBesides learning about “phantom bonds,” Rivian stock traders will also need to consider some red flags. At the end of the day, you might simply decide that the stress of investing in Rivian Automotive just isn’t worth it.Rivian Automotive is a consistently unprofitable company. Investors may have been willing to overlook this problem in 2020 and 2021, when credit was cheap and easily available. Nowadays, however, credit conditions are much tighter and that’s a problem for income-negative businesses.Prospective investors have to contend with Rivian Automotive’s dwindling capital position. Alarmingly, Rivian’s position of cash and cash equivalents dropped from $11.568 billion as of Dec. 31, 2022, to $7.941 billion as of Sept. 30, 2023.Besides, Rivian Automotive seems like a reluctant latecomer to the EV price war. Sure, the company reportedly plans to release a vehicle with a starting price of around $40,000. Don’t get too excited, though. Customers won’t be able to purchase these more affordable Rivian EVs until 2026.RIVN Stock: Don’t Wait Around for Phantom ProfitsFrankly, it will be challenging for Rivian Automotive to succeed when interest rates are high and the EV market is so competitive. Ask yourself: Do I really want to take the trouble to learn about Rivian’s “phantom bonds”? Plus, am I happy with Rivian Automotive’s balance sheet?Perhaps, it’s wise just to monitor Rivian Automotive from the sidelines. For now, the best grade we can assign to RIVN stock is a “D.” We’re not currently recommending it to investors, so feel free to look around for stocks with more favorable risk-to-reward profiles.","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":219519467249664,"gmtCreate":1694612843367,"gmtModify":1694615949330,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"How can tesla fold ? What a clown. They are the market leader , others will have to buy their technology.","listText":"How can tesla fold ? What a clown. They are the market leader , others will have to buy their technology.","text":"How can tesla fold ? What a clown. They are the market leader , others will have to buy their technology.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/219519467249664","repostId":"2367300615","repostType":2,"repost":{"id":"2367300615","pubTimestamp":1694567094,"share":"https://ttm.financial/m/news/2367300615?lang=&edition=fundamental","pubTime":"2023-09-13 09:04","market":"us","language":"en","title":"Tesla Got an $80 Billion Boost From Analyst Call. Not Everyone Buys It","url":"https://stock-news.laohu8.com/highlight/detail?id=2367300615","media":"Bloomberg","summary":"Similar aggressive call from analyst in 2015 yet to come trueDojo tech still in early stage for such predictions: InvestorsThis may sound familiar: Morgan Stanley analyst Adam Jonas makes an extraordi","content":"<html><head></head><body><ul style=\"\"><li><p>Similar aggressive call from analyst in 2015 yet to come true</p></li><li><p>Dojo tech still in early stage for such predictions: Investors</p></li></ul><p>This may sound familiar: Morgan Stanley analyst Adam Jonas makes an extraordinarily bullish call on the future of Tesla Inc. and the shares go on a wild binge.</p><p style=\"text-align: start;\">It happened in 2015, and it’s happening again this week. The problem is investors fear we’re seeing a replay — because after eight years Jonas’ last call has yet to be proven correct.</p><p style=\"text-align: start;\">Jonas raised his price target on the electric-vehicle maker by a hefty 60% over the weekend, saying the company’s Dojo supercomputer can add as much as half a trillion dollars to its valuation through faster adoption of so-called robo-taxis and network services. Jonas’ call pushed Tesla shares up 10% Monday, their best performance since January, pushing the stock price over $270 and adding nearly $80 billion to its market capitalization.</p><p style=\"text-align: start;\">“Could Dojo or the full-self-driving technology it empowers be worth $500 billion? Sure, but the key there is ‘if’ it is actually successful,” Jerry Braakman, chief investment officer at First American Trust, said in an interview. “We think that is a big ‘if,’ as replicating the human brain is really complicated.” First American holds about $4.4 million of Tesla stock, according to Braakman.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5796397298017105ce21835b54b19a8\" tg-width=\"1200\" tg-height=\"675\"/></p><p>In 2015, Jonas raised his target on Tesla by 66% based on the company’s potential to develop a “shared mobility” business. At that time he predicted that Tesla would roll-out fully self-driving taxis by around 2025. That hasn’t panned out, leading the analyst to significantly pare down his expectations for the robo-taxi operation over the years.</p><p>Meanwhile, Tesla is still working on developing a software that will make its cars truly self-driving, though experts and analysts see a broad adoption of fully autonomous cars as still years, if not decades, away. Jonas had lowered his estimate for Tesla Mobility, the carmaker’s ride sharing/robo-taxi business, by about 82% by mid-2019.</p><p style=\"text-align: start;\">A Morgan Stanley spokeswoman said Jonas was unavailable to comment for this story.</p><p style=\"text-align: start;\">Tesla itself has high hopes from its Dojo supercomputer as well, and Elon Musk in July said the company was sparing no expense to become a player in supercomputing and planned to invest more than $1 billion on Dojo by the end of 2024.</p><h3 id=\"id_179199412\" style=\"text-align: start;\">‘Outlandish’ Projection</h3><p style=\"text-align: start;\">Regardless of the computer’s potential, some investors find the $500 billion projection from Morgan Stanley “outlandish,” especially given Tesla’s already high valuation.</p><p style=\"text-align: start;\">“There is clearly a significant opportunity around autonomy, but it is years away and it is still unclear who is best positioned to benefit,” said Ivana Delevska, chief investment officer at Spear Invest. “We don’t see this as a winner-takes-all market.”</p><p style=\"text-align: start;\">Delevska and Braakman aren’t alone. Owuraka Koney of Jennison Associates, another long-term believer in Tesla, said in an interview in July that fully self-driving automobiles remain years away, and until then the car business is key to the company’s growth.</p><p style=\"text-align: start;\">That said, Jonas has company, too. RBC Capital Markets analyst Tom Narayan, who has a $305 target and a buy-equivalent rating on the stock, sees most of that value — about $210 per share — coming from the robo-taxi business.</p><p style=\"text-align: start;\">Then there’s Cathie Wood of Ark Investment Management LLC, who earlier this year said Tesla’s plans for self-driving cars were much more important than its EV strategy. Ark’s 2027 price estimate is $2,000, with the prospective robo-taxi business contributing over two-thirds.</p><p>To investors, the question is how soon will all this happen? An analysis by Bloomberg New Energy Finance estimates a global robo-taxi fleet will first surpass 1% of annual kilometers traveled by passenger vehicles in 2039.</p><p style=\"text-align: start;\">But for Jonas’ prediction to come true, Tesla shares will need to rise over 60% from Friday’s close in just the next 12 months. The stock is already up 121% this year, and technical indicators show that it’s approaching overbought levels.</p><p style=\"text-align: start;\">“It is important to note that Tesla’s current market cap already assumes significant value for autonomy,” Spear’s Delevska said. “There are no other automakers trading at about $800 billion.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Got an $80 Billion Boost From Analyst Call. Not Everyone Buys It</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 Got an $80 Billion Boost From Analyst Call. Not Everyone Buys It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-13 09:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-09-12/analyst-call-gave-tesla-an-80b-boost-but-not-everyone-buys-it?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Similar aggressive call from analyst in 2015 yet to come trueDojo tech still in early stage for such predictions: InvestorsThis may sound familiar: Morgan Stanley analyst Adam Jonas makes an ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-09-12/analyst-call-gave-tesla-an-80b-boost-but-not-everyone-buys-it?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4127":"投资银行业与经纪业","TSLA":"特斯拉","LU0109392836.USD":"富兰克林科技股A","LU2063271972.USD":"富兰克林创新领域基金","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4554":"元宇宙及AR概念","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4532":"文艺复兴科技持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4553":"喜马拉雅资本持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4534":"瑞士信贷持仓","LU0444971666.USD":"天利全球科技基金","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4555":"新能源车","LU0971096721.USD":"富达环球金融服务 A","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4566":"资本集团","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4559":"巴菲特持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4550":"红杉资本持仓","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4548":"巴美列捷福持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4512":"苹果概念","BK4511":"特斯拉概念","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC"},"source_url":"https://www.bloomberg.com/news/articles/2023-09-12/analyst-call-gave-tesla-an-80b-boost-but-not-everyone-buys-it?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2367300615","content_text":"Similar aggressive call from analyst in 2015 yet to come trueDojo tech still in early stage for such predictions: InvestorsThis may sound familiar: Morgan Stanley analyst Adam Jonas makes an extraordinarily bullish call on the future of Tesla Inc. and the shares go on a wild binge.It happened in 2015, and it’s happening again this week. The problem is investors fear we’re seeing a replay — because after eight years Jonas’ last call has yet to be proven correct.Jonas raised his price target on the electric-vehicle maker by a hefty 60% over the weekend, saying the company’s Dojo supercomputer can add as much as half a trillion dollars to its valuation through faster adoption of so-called robo-taxis and network services. Jonas’ call pushed Tesla shares up 10% Monday, their best performance since January, pushing the stock price over $270 and adding nearly $80 billion to its market capitalization.“Could Dojo or the full-self-driving technology it empowers be worth $500 billion? Sure, but the key there is ‘if’ it is actually successful,” Jerry Braakman, chief investment officer at First American Trust, said in an interview. “We think that is a big ‘if,’ as replicating the human brain is really complicated.” First American holds about $4.4 million of Tesla stock, according to Braakman.In 2015, Jonas raised his target on Tesla by 66% based on the company’s potential to develop a “shared mobility” business. At that time he predicted that Tesla would roll-out fully self-driving taxis by around 2025. That hasn’t panned out, leading the analyst to significantly pare down his expectations for the robo-taxi operation over the years.Meanwhile, Tesla is still working on developing a software that will make its cars truly self-driving, though experts and analysts see a broad adoption of fully autonomous cars as still years, if not decades, away. Jonas had lowered his estimate for Tesla Mobility, the carmaker’s ride sharing/robo-taxi business, by about 82% by mid-2019.A Morgan Stanley spokeswoman said Jonas was unavailable to comment for this story.Tesla itself has high hopes from its Dojo supercomputer as well, and Elon Musk in July said the company was sparing no expense to become a player in supercomputing and planned to invest more than $1 billion on Dojo by the end of 2024.‘Outlandish’ ProjectionRegardless of the computer’s potential, some investors find the $500 billion projection from Morgan Stanley “outlandish,” especially given Tesla’s already high valuation.“There is clearly a significant opportunity around autonomy, but it is years away and it is still unclear who is best positioned to benefit,” said Ivana Delevska, chief investment officer at Spear Invest. “We don’t see this as a winner-takes-all market.”Delevska and Braakman aren’t alone. Owuraka Koney of Jennison Associates, another long-term believer in Tesla, said in an interview in July that fully self-driving automobiles remain years away, and until then the car business is key to the company’s growth.That said, Jonas has company, too. RBC Capital Markets analyst Tom Narayan, who has a $305 target and a buy-equivalent rating on the stock, sees most of that value — about $210 per share — coming from the robo-taxi business.Then there’s Cathie Wood of Ark Investment Management LLC, who earlier this year said Tesla’s plans for self-driving cars were much more important than its EV strategy. Ark’s 2027 price estimate is $2,000, with the prospective robo-taxi business contributing over two-thirds.To investors, the question is how soon will all this happen? An analysis by Bloomberg New Energy Finance estimates a global robo-taxi fleet will first surpass 1% of annual kilometers traveled by passenger vehicles in 2039.But for Jonas’ prediction to come true, Tesla shares will need to rise over 60% from Friday’s close in just the next 12 months. The stock is already up 121% this year, and technical indicators show that it’s approaching overbought levels.“It is important to note that Tesla’s current market cap already assumes significant value for autonomy,” Spear’s Delevska said. “There are no other automakers trading at about $800 billion.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":200379258261752,"gmtCreate":1689951527623,"gmtModify":1689954902256,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"//<a href=\"https://ttm.financial/U/3575934289940082\">@Questions</a>:No matter what I will keep buying. This isn't meme stock garbage or pandemic poster boy. Follow my advice, thank me in 2023","listText":"//<a href=\"https://ttm.financial/U/3575934289940082\">@Questions</a>:No matter what I will keep buying. This isn't meme stock garbage or pandemic poster boy. Follow my advice, thank me in 2023","text":"//@Questions:No matter what I will keep buying. This isn't meme stock garbage or pandemic poster boy. Follow my advice, thank me in 2023","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/200379258261752","repostId":"1101391860","repostType":4,"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949384532,"gmtCreate":1678369328827,"gmtModify":1678369333337,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"Higher jobless is good","listText":"Higher jobless is good","text":"Higher jobless is good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949384532","repostId":"1196882656","repostType":4,"repost":{"id":"1196882656","pubTimestamp":1678368827,"share":"https://ttm.financial/m/news/1196882656?lang=&edition=fundamental","pubTime":"2023-03-09 21:33","market":"us","language":"en","title":"US Jobless Claims Jump to 211,000, Highest Level Since December","url":"https://stock-news.laohu8.com/highlight/detail?id=1196882656","media":"Bloomberg","summary":"Applications for US unemployment benefits last week rose to the highest since December, driven by sp","content":"<html><head></head><body><p>Applications for US unemployment benefits last week rose to the highest since December, driven by spikes in California and New York and suggesting some softening in what’s still a tight labor market.</p><p>Initial unemployment claims increased by 21,000 to 211,000 in the week ended March 4, Labor Department data showed Thursday. The figure surpassed all economists’ forecasts. The median estimate was for 195,000 applications.</p><p>Continuing claims, which include people who have received unemployment benefits for a week or more and are a good indicator of how hard it is for people to find work after losing their job, surged 69,000 to 1.72 million in the week ended Feb. 25, the biggest jump since November 2021.</p><p>Despite the jump in claims, the labor market remains robust. Reports onprivate payrollsandjobs openingsreleased this week showed solid hiring and demand for workers.</p><p>Federal Reserve Chair Jerome Powell testified before Congress this week that should economic data continue to come in strong, the central bank could hike interest rates at a faster pace, though policymakers haven’t made a decision yet for their upcoming policy meeting.</p><p>Much of that will depend on Friday’s government jobs report, which economists reckon could tilt the balance in favor of bigger interest-rate hikes. Estimates call for 225,000 payrolls in February and for the unemployment rate to hold at a five-decade low.</p><p>The claims data can be choppy from week-to-week and especially around holidays, and the figures came near Presidents’ Day. The four-week moving average in initial claims, which smooths out some of the volatility, edged up to 197,000, the highest since January.</p><p>On an unadjusted basis, claims jumped by more than 35,000 to 237,513. California and New York accounted for three quarters of the increase.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Jobless Claims Jump to 211,000, Highest Level Since December</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\">\nUS Jobless Claims Jump to 211,000, Highest Level Since December\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-09 21:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-09/us-jobless-claims-jump-to-211-000-highest-level-since-december?srnd=economics-v2#xj4y7vzkg&leadSource=uverify%20wall&leadSource=uverify%20wall><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Applications for US unemployment benefits last week rose to the highest since December, driven by spikes in California and New York and suggesting some softening in what’s still a tight labor market....</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-09/us-jobless-claims-jump-to-211-000-highest-level-since-december?srnd=economics-v2#xj4y7vzkg&leadSource=uverify%20wall&leadSource=uverify%20wall\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2023-03-09/us-jobless-claims-jump-to-211-000-highest-level-since-december?srnd=economics-v2#xj4y7vzkg&leadSource=uverify%20wall&leadSource=uverify%20wall","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196882656","content_text":"Applications for US unemployment benefits last week rose to the highest since December, driven by spikes in California and New York and suggesting some softening in what’s still a tight labor market.Initial unemployment claims increased by 21,000 to 211,000 in the week ended March 4, Labor Department data showed Thursday. The figure surpassed all economists’ forecasts. The median estimate was for 195,000 applications.Continuing claims, which include people who have received unemployment benefits for a week or more and are a good indicator of how hard it is for people to find work after losing their job, surged 69,000 to 1.72 million in the week ended Feb. 25, the biggest jump since November 2021.Despite the jump in claims, the labor market remains robust. Reports onprivate payrollsandjobs openingsreleased this week showed solid hiring and demand for workers.Federal Reserve Chair Jerome Powell testified before Congress this week that should economic data continue to come in strong, the central bank could hike interest rates at a faster pace, though policymakers haven’t made a decision yet for their upcoming policy meeting.Much of that will depend on Friday’s government jobs report, which economists reckon could tilt the balance in favor of bigger interest-rate hikes. Estimates call for 225,000 payrolls in February and for the unemployment rate to hold at a five-decade low.The claims data can be choppy from week-to-week and especially around holidays, and the figures came near Presidents’ Day. The four-week moving average in initial claims, which smooths out some of the volatility, edged up to 197,000, the highest since January.On an unadjusted basis, claims jumped by more than 35,000 to 237,513. California and New York accounted for three quarters of the increase.","news_type":1},"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922842173,"gmtCreate":1671749490093,"gmtModify":1676538586217,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"Haha pump and dump, kneading like dough, press here press there. Where are the to the moon #teamAMC ?&nbsp;","listText":"Haha pump and dump, kneading like dough, press here press there. Where are the to the moon #teamAMC ?&nbsp;","text":"Haha pump and dump, kneading like dough, press here press there. Where are the to the moon #teamAMC ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922842173","repostId":"1189390879","repostType":2,"repost":{"id":"1189390879","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":1671716671,"share":"https://ttm.financial/m/news/1189390879?lang=&edition=fundamental","pubTime":"2022-12-22 21:44","market":"us","language":"en","title":"AMC to Raise $110 Million Through Preferred Stock Sale","url":"https://stock-news.laohu8.com/highlight/detail?id=1189390879","media":"Reuters","summary":"Dec 22 (Reuters) - AMC Entertainment Holdings said on Thursday it would raise $110 million in new eq","content":"<html><head></head><body><p>Dec 22 (Reuters) - AMC Entertainment Holdings said on Thursday it would raise $110 million in new equity capital through the sale of its preferred stock, sending the cinema chain&#39;s shares down about 24% before the bell.</p><p><img src=\"https://static.tigerbbs.com/9d9cb280235a91153a72a51a98206c23\" tg-width=\"867\" tg-height=\"623\" referrerpolicy=\"no-referrer\"/></p><p>Antara Capital will buy APE at an average price of 66 cents per share. APE shares surged about 112% to $1.45.</p><p><img src=\"https://static.tigerbbs.com/fc6347d7b21fe5e3b6e88e92ce098245\" tg-width=\"852\" tg-height=\"620\" referrerpolicy=\"no-referrer\"/></p><p>Antara, a current AMC debt holder, will also exchange $100 million in debt for about 91 million APE units, which would reduce AMC&#39;s annual interest expense by about $10 million.</p><p>AMC in August announced APE as a special dividend for shareholders and a means to raise capital in the future. The company in the same month listed the stock in New York under the ticker &#39;APE&#39;.</p><p><b><i>The following is the original announcement of AMC Entertainment:</i></b></p><p><b>AMC Entertainment Holdings, Inc. Announces $110 Million Equity Capital Raise, a $100 Million Debt for Equity Exchange, and a Proposed Vote to Convert AMC Preferred Equity (“APE”) Units Into AMC Common Shares and Implement a Reverse Stock Split</b></p><ul><li><i>Raises $110 million of new equity capital through the sale of APE units to Antara Capital, LP (“Antara”) at a weighted average price of $0.660 per share. The APE closing price on the NYSE on December 21, 2022 was $0.685.</i></li></ul><ul><li><i>Reduces debt by $100 million principal amount of 2nd Lien Notes due 2026 currently held by Antara in exchange for approximately 91.0 million APE units. This $100 million principal debt reduction reduces annual interest expense by approximately $10 million.</i></li></ul><ul><li><i>Seeks a special shareholder meeting to vote on the following AMC Board of Directors proposals:</i></li></ul><p>AMC Entertainment Holdings, Inc. (NYSE: AMC and APE) (“AMC” or “the Company”), today announced it will raise $110 million of new equity capital through the sale of APE units to Antara Capital, LP (“Antara”) in two tranches at a weighted average price of $0.660 per share. The APE unit closing price on the New York Stock Exchange on December 21, 2022 was $0.685.</p><p>Under the terms of the agreement, Antara, a current AMC debt holder, will also exchange $100 million principal amount of 2nd Lien Notes due 2026 for approximately 91.0 million APE units thereby reducing AMC’s outstanding debt by $100 million. As a result of the $100 million principal debt reduction, future annual interest expense will be reduced by approximately $10 million.</p><p>The sale of APE units to Antara will be split into two tranches. The first tranche involves the immediate purchase by Antara of 60 million APE units under the Company’s at-the-market program (“ATM program”). The second tranche, for the purchase of approximately 106.6 million APE units, as well as the $100 million debt exchange, are subject to the completion of the waiting period under Hart-Scott-Rodino (“HSR”).</p><p>In addition, AMC’s Board of Directors is seeking to hold a special meeting for holders of both AMC common shares and APE units (voting together) to vote on the following proposals:</p><ul><li>To increase the authorized number of AMC common shares to permit the conversion of APE units into AMC common shares.</li><li>To affect a reverse-split of AMC common shares at a 1:10 ratio.</li><li>To adjust authorized ordinary share capital such that, after giving effect to the above proposals if adopted, AMC would have the same ability to issue additional common equity as it currently has to issue additional APE units.</li></ul><p>As part of the agreement, Antara has agreed to hold their APE units for up to 90 days and vote them at the special meeting in favor of the proposals. In addition, AMC will limit the amount of additional equity capital it can raise prior to the special meeting.</p><p>Adam Aron, Chairman and CEO of AMC Entertainment commented, “AMC’s ongoing capital raising efforts and balance sheet strengthening continues in earnest. We have agreed with Antara to raise $110 million dollars of fresh equity capital, taking our total equity capital raised through the sale of APE units to $272 million of additional cash over the last 90 days. In addition, with this Antara transaction, we also are improving our balance sheet by reducing the principal balance of our debt by yet another $100 million through a debt for APE unit exchange. This is in addition to the approximate $180 million of debt reduction already accomplished by AMC in 2022.”</p><p>Aron added, “Clearly, the existence of APEs has been achieving exactly their intended purposes. They have let AMC raise much welcomed cash, reduce debt and in so doing deleverage our balance sheet and allow us to explore possible M&amp;A activity. However, given the consistent trading discount that we are routinely seeing in the price of APE units compared to AMC common shares, we believe it is in the best interests of our shareholders for us to simplify our capital structure, thereby eliminating the discount that has been applied to the APE units in the market.”</p><p>Aron concluded, “All should know that our liquidity position is now significantly enhanced, and our balance sheet is strengthened. We look forward to a growing industry box office in 2023 and beyond and also look forward to AMC continuing to benefit from our unique leadership position in the movie theatre industry.”</p><p>The capital raise and debt exchange are subject to customary closing conditions.</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>AMC to Raise $110 Million Through Preferred Stock Sale</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\">\nAMC to Raise $110 Million Through Preferred Stock Sale\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\">2022-12-22 21:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Dec 22 (Reuters) - AMC Entertainment Holdings said on Thursday it would raise $110 million in new equity capital through the sale of its preferred stock, sending the cinema chain&#39;s shares down about 24% before the bell.</p><p><img src=\"https://static.tigerbbs.com/9d9cb280235a91153a72a51a98206c23\" tg-width=\"867\" tg-height=\"623\" referrerpolicy=\"no-referrer\"/></p><p>Antara Capital will buy APE at an average price of 66 cents per share. APE shares surged about 112% to $1.45.</p><p><img src=\"https://static.tigerbbs.com/fc6347d7b21fe5e3b6e88e92ce098245\" tg-width=\"852\" tg-height=\"620\" referrerpolicy=\"no-referrer\"/></p><p>Antara, a current AMC debt holder, will also exchange $100 million in debt for about 91 million APE units, which would reduce AMC&#39;s annual interest expense by about $10 million.</p><p>AMC in August announced APE as a special dividend for shareholders and a means to raise capital in the future. The company in the same month listed the stock in New York under the ticker &#39;APE&#39;.</p><p><b><i>The following is the original announcement of AMC Entertainment:</i></b></p><p><b>AMC Entertainment Holdings, Inc. Announces $110 Million Equity Capital Raise, a $100 Million Debt for Equity Exchange, and a Proposed Vote to Convert AMC Preferred Equity (“APE”) Units Into AMC Common Shares and Implement a Reverse Stock Split</b></p><ul><li><i>Raises $110 million of new equity capital through the sale of APE units to Antara Capital, LP (“Antara”) at a weighted average price of $0.660 per share. The APE closing price on the NYSE on December 21, 2022 was $0.685.</i></li></ul><ul><li><i>Reduces debt by $100 million principal amount of 2nd Lien Notes due 2026 currently held by Antara in exchange for approximately 91.0 million APE units. This $100 million principal debt reduction reduces annual interest expense by approximately $10 million.</i></li></ul><ul><li><i>Seeks a special shareholder meeting to vote on the following AMC Board of Directors proposals:</i></li></ul><p>AMC Entertainment Holdings, Inc. (NYSE: AMC and APE) (“AMC” or “the Company”), today announced it will raise $110 million of new equity capital through the sale of APE units to Antara Capital, LP (“Antara”) in two tranches at a weighted average price of $0.660 per share. The APE unit closing price on the New York Stock Exchange on December 21, 2022 was $0.685.</p><p>Under the terms of the agreement, Antara, a current AMC debt holder, will also exchange $100 million principal amount of 2nd Lien Notes due 2026 for approximately 91.0 million APE units thereby reducing AMC’s outstanding debt by $100 million. As a result of the $100 million principal debt reduction, future annual interest expense will be reduced by approximately $10 million.</p><p>The sale of APE units to Antara will be split into two tranches. The first tranche involves the immediate purchase by Antara of 60 million APE units under the Company’s at-the-market program (“ATM program”). The second tranche, for the purchase of approximately 106.6 million APE units, as well as the $100 million debt exchange, are subject to the completion of the waiting period under Hart-Scott-Rodino (“HSR”).</p><p>In addition, AMC’s Board of Directors is seeking to hold a special meeting for holders of both AMC common shares and APE units (voting together) to vote on the following proposals:</p><ul><li>To increase the authorized number of AMC common shares to permit the conversion of APE units into AMC common shares.</li><li>To affect a reverse-split of AMC common shares at a 1:10 ratio.</li><li>To adjust authorized ordinary share capital such that, after giving effect to the above proposals if adopted, AMC would have the same ability to issue additional common equity as it currently has to issue additional APE units.</li></ul><p>As part of the agreement, Antara has agreed to hold their APE units for up to 90 days and vote them at the special meeting in favor of the proposals. In addition, AMC will limit the amount of additional equity capital it can raise prior to the special meeting.</p><p>Adam Aron, Chairman and CEO of AMC Entertainment commented, “AMC’s ongoing capital raising efforts and balance sheet strengthening continues in earnest. We have agreed with Antara to raise $110 million dollars of fresh equity capital, taking our total equity capital raised through the sale of APE units to $272 million of additional cash over the last 90 days. In addition, with this Antara transaction, we also are improving our balance sheet by reducing the principal balance of our debt by yet another $100 million through a debt for APE unit exchange. This is in addition to the approximate $180 million of debt reduction already accomplished by AMC in 2022.”</p><p>Aron added, “Clearly, the existence of APEs has been achieving exactly their intended purposes. They have let AMC raise much welcomed cash, reduce debt and in so doing deleverage our balance sheet and allow us to explore possible M&amp;A activity. However, given the consistent trading discount that we are routinely seeing in the price of APE units compared to AMC common shares, we believe it is in the best interests of our shareholders for us to simplify our capital structure, thereby eliminating the discount that has been applied to the APE units in the market.”</p><p>Aron concluded, “All should know that our liquidity position is now significantly enhanced, and our balance sheet is strengthened. We look forward to a growing industry box office in 2023 and beyond and also look forward to AMC continuing to benefit from our unique leadership position in the movie theatre industry.”</p><p>The capital raise and debt exchange are subject to customary closing conditions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","APE":"AMC Entertainment Preferred"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189390879","content_text":"Dec 22 (Reuters) - AMC Entertainment Holdings said on Thursday it would raise $110 million in new equity capital through the sale of its preferred stock, sending the cinema chain's shares down about 24% before the bell.Antara Capital will buy APE at an average price of 66 cents per share. APE shares surged about 112% to $1.45.Antara, a current AMC debt holder, will also exchange $100 million in debt for about 91 million APE units, which would reduce AMC's annual interest expense by about $10 million.AMC in August announced APE as a special dividend for shareholders and a means to raise capital in the future. The company in the same month listed the stock in New York under the ticker 'APE'.The following is the original announcement of AMC Entertainment:AMC Entertainment Holdings, Inc. Announces $110 Million Equity Capital Raise, a $100 Million Debt for Equity Exchange, and a Proposed Vote to Convert AMC Preferred Equity (“APE”) Units Into AMC Common Shares and Implement a Reverse Stock SplitRaises $110 million of new equity capital through the sale of APE units to Antara Capital, LP (“Antara”) at a weighted average price of $0.660 per share. The APE closing price on the NYSE on December 21, 2022 was $0.685.Reduces debt by $100 million principal amount of 2nd Lien Notes due 2026 currently held by Antara in exchange for approximately 91.0 million APE units. This $100 million principal debt reduction reduces annual interest expense by approximately $10 million.Seeks a special shareholder meeting to vote on the following AMC Board of Directors proposals:AMC Entertainment Holdings, Inc. (NYSE: AMC and APE) (“AMC” or “the Company”), today announced it will raise $110 million of new equity capital through the sale of APE units to Antara Capital, LP (“Antara”) in two tranches at a weighted average price of $0.660 per share. The APE unit closing price on the New York Stock Exchange on December 21, 2022 was $0.685.Under the terms of the agreement, Antara, a current AMC debt holder, will also exchange $100 million principal amount of 2nd Lien Notes due 2026 for approximately 91.0 million APE units thereby reducing AMC’s outstanding debt by $100 million. As a result of the $100 million principal debt reduction, future annual interest expense will be reduced by approximately $10 million.The sale of APE units to Antara will be split into two tranches. The first tranche involves the immediate purchase by Antara of 60 million APE units under the Company’s at-the-market program (“ATM program”). The second tranche, for the purchase of approximately 106.6 million APE units, as well as the $100 million debt exchange, are subject to the completion of the waiting period under Hart-Scott-Rodino (“HSR”).In addition, AMC’s Board of Directors is seeking to hold a special meeting for holders of both AMC common shares and APE units (voting together) to vote on the following proposals:To increase the authorized number of AMC common shares to permit the conversion of APE units into AMC common shares.To affect a reverse-split of AMC common shares at a 1:10 ratio.To adjust authorized ordinary share capital such that, after giving effect to the above proposals if adopted, AMC would have the same ability to issue additional common equity as it currently has to issue additional APE units.As part of the agreement, Antara has agreed to hold their APE units for up to 90 days and vote them at the special meeting in favor of the proposals. In addition, AMC will limit the amount of additional equity capital it can raise prior to the special meeting.Adam Aron, Chairman and CEO of AMC Entertainment commented, “AMC’s ongoing capital raising efforts and balance sheet strengthening continues in earnest. We have agreed with Antara to raise $110 million dollars of fresh equity capital, taking our total equity capital raised through the sale of APE units to $272 million of additional cash over the last 90 days. In addition, with this Antara transaction, we also are improving our balance sheet by reducing the principal balance of our debt by yet another $100 million through a debt for APE unit exchange. This is in addition to the approximate $180 million of debt reduction already accomplished by AMC in 2022.”Aron added, “Clearly, the existence of APEs has been achieving exactly their intended purposes. They have let AMC raise much welcomed cash, reduce debt and in so doing deleverage our balance sheet and allow us to explore possible M&A activity. However, given the consistent trading discount that we are routinely seeing in the price of APE units compared to AMC common shares, we believe it is in the best interests of our shareholders for us to simplify our capital structure, thereby eliminating the discount that has been applied to the APE units in the market.”Aron concluded, “All should know that our liquidity position is now significantly enhanced, and our balance sheet is strengthened. We look forward to a growing industry box office in 2023 and beyond and also look forward to AMC continuing to benefit from our unique leadership position in the movie theatre industry.”The capital raise and debt exchange are subject to customary closing conditions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985342508,"gmtCreate":1667327333004,"gmtModify":1676537898260,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"Bs scream buy your head. Capitation has not fully occured. catch a falling knife at your own risk","listText":"Bs scream buy your head. Capitation has not fully occured. catch a falling knife at your own risk","text":"Bs scream buy your head. Capitation has not fully occured. catch a falling knife at your own risk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9985342508","repostId":"2280956963","repostType":4,"repost":{"id":"2280956963","pubTimestamp":1667316358,"share":"https://ttm.financial/m/news/2280956963?lang=&edition=fundamental","pubTime":"2022-11-01 23:25","market":"us","language":"en","title":"3 Warren Buffett Stocks That Are Screaming Buys in November","url":"https://stock-news.laohu8.com/highlight/detail?id=2280956963","media":"Motley Fool","summary":"The Oracle of Omaha's investment portfolio has three surefire bargains hiding in plain sight.","content":"<html><head></head><body><p>The investing track record of <b>Berkshire Hathaway</b> (BRK.A) (BRK.B) CEO Warren Buffett suggests he might know a thing or two about the stock market and identifying value. Since taking the helm of Berkshire in 1965, he&#39;s created approximately $660 billion in value for shareholders (himself included) and has delivered a jaw-dropping 20.1% average annual return for his company&#39;s Class A shares (BRK.A).</p><p>Given how successful the Oracle of Omaha has been for more than a half-century, everyone from professional to everyday investors pays close attention to what he&#39;s buying and selling in Berkshire Hathaway&#39;s investment portfolio.</p><p>Buffett&#39;s portfolio is also a great place to start when you&#39;re looking for stock-buying ideas during a bear market pullback. Though Berkshire Hathaway holds around four dozen securities in its investment portfolio, three Warren Buffett stocks stand out as plain-as-day screaming buys in November.</p><h2><a href=\"https://laohu8.com/S/JNJ\">Johnson &amp; Johnson</a></h2><p>The first Warren Buffett stock just begging to be bought as we near the home stretch of 2022 is healthcare juggernaut <a href=\"https://laohu8.com/S/JNJ\">Johnson &amp; Johnson</a>, or J&amp;J for short. Although J&amp;J is contending with poor investor sentiment, it&#39;s a company that continues to fire on all cylinders.</p><p>Healthcare stocks are one of the smartest places to put your money to work during a bear market. No matter how poorly the U.S. economy performs or how negative investor sentiment turns, we don&#39;t have the ability to control when we get sick or what ailment(s) we develop. There will always be demand for prescription drugs, medical devices, and healthcare services, which means J&amp;J is predominantly inflation-and-recession-proof.</p><p>Though a stronger U.S. dollar is hurting sales for multinational companies like Johnson &amp; Johnson, a deeper dive reveals that everything is fine from an operating standpoint. Excluding currency movements, pharmaceutical and medical technology (MedTech) segment sales are respectively higher by 10.2% and 6.6% through the first nine months of 2022.</p><p>One of the primary reasons J&amp;J has been able to deliver adjusted sales growth and earnings growth in the high single digits for such a long time is its diverse operating segments. For instance, the company has shifted its focus to higher-margin drug sales over the past decade. But since brand-name drugs have relatively short periods of sales exclusivity, the company can rely on its MedTech segment to pick up the slack when certain therapies are exposed to biosimilar or generic competition.</p><p>Another reason J&amp;J is such a rock-solid investment is its capital-return program and balance sheet. Johnson &amp; Johnson has raised its base annual dividend for 60 consecutive years, and is one of only two publicly traded companies that sports the highest credit rating (AAA) issued by Standard &amp; Poor&#39;s, a division of <b>S&amp;P Global</b>. J&amp;J&#39;s credit rating is higher than that of the U.S. federal government.</p><p>At a time when investors are looking for safety and value, Johnson &amp; Johnson&#39;s sub-17 forward price-to-earnings ratio and 2.6% dividend yield stand out like a beacon.</p><h2><a href=\"https://laohu8.com/S/USB\">U.S. Bancorp</a></h2><p>A second Warren Buffett stock that&#39;s a screaming buy in November is <b>U.S. Bancorp</b> (USB), the parent company of U.S. Bank. Despite recessionary fears weighing on cyclical sectors, such as financials, U.S. Bancorp is one of a handful of financial stocks positioned to thrive, even in a challenging economic environment.</p><p>One of the biggest tailwinds for bank stocks at the moment is Federal Reserve monetary policy. Normally, a weaker economy and/or plunging stock market would encourage the nation&#39;s central bank to ease interest rates or offer some form of quantitative easing measures. But with inflation hitting four-decade highs in June, the Fed has had no choice but to aggressively raise rates into a bear market.</p><p>Banks with outstanding variable-rate loans are benefiting via widening net interest margin and higher net interest income. In U.S. Bancorp&#39;s case, its net interest income jumped nearly 21% year over year in the August-ended quarter.</p><p>Another important factor working in U.S. Bancorp&#39;s favor is the fiscal prudence of its management team. During the financial crisis between 2007 and 2009, most money-center banks were clobbered by riskier derivative investments they&#39;d made that ultimately backfired.</p><p>U.S. Bancorp largely avoided this mess thanks to its focus on what I call the bread and butter of banking: growing loans and deposits. While growing loans and deposits isn&#39;t necessarily an exciting operating model, it&#39;s a profitable one for U.S. Bancorp that&#39;s led to superior return on assets when compared to other big banks.</p><p>U.S. Bancorp is also setting the standard when it comes to digital engagement. By the end of August, 82% of the company&#39;s total active customers were banking online or via mobile app. Equally important, 62% of loan sales were completed digitally. For banks, digital sales cost a fraction of what in-person or phone-based interactions run. This sizable digital presence has allowed the company to consolidate some of its branches and minimize increases in noninterest expenses.</p><p>Investors have an opportunity to buy one of the best-run banks on the planet for less than 9 times forward earnings, and they&#39;ll receive a 4.5% annual dividend yield for their patience. That&#39;s a steal of a deal.</p><h2><a href=\"https://laohu8.com/S/AMZN\">Amazon</a></h2><p>The third Warren Buffett stock that&#39;s a screaming buy in November is FAANG stock <b>Amazon</b> (AMZN). Although the company&#39;s third-quarter operating results signaled some near-term struggles, Wall Street and investors seem to be overlooking the key performance indicators that matter most.</p><p>For most investors and consumers, Amazon&#39;s dominant online marketplace is what comes to mind when the &#34;Amazon&#34; name is brought up. This year, Amazon should account for more U.S. online retail sales revenue than its next 14-closest competitors, <i>combined</i>. However, retail demand is slowing as high inflation bites into the pocketbooks of low-earning workers, which is why the company&#39;s fourth-quarter sales forecast badly missed the mark.</p><p>But even though Amazon&#39;s online marketplace is its top revenue producer, it&#39;s not a particularly important segment when it comes to operating cash flow. Online retail sales margins are usually very low. Rather, it&#39;s the company&#39;s higher-margin trio of Amazon Web Services (AWS), advertising services, and subscription services that are key to operating cash flow growth.</p><p>Cloud infrastructure segment AWS commands nearly a third of global cloud-service spending, according to Canalys. Cloud growth is still in its early stages, and the high margins associated with the cloud lead to significant operating income for Amazon. Through the first nine months of 2022, AWS has accounted for 16% of the company&#39;s net sales, as well as all of its operating income (since the retail segments have produced operating losses).</p><p>Likewise, subscription services (e.g., Prime) and advertising services are growing by double-digit percentages. Excluding currency movements, subscription service and advertising service sales grew by 14% and 30%, respectively, in the recently ended quarter. The segments that really matter to Amazon&#39;s cash flow are doing just fine.</p><p>That brings me to the final point: Amazon&#39;s cash flow. Though earnings per share is a common tool used by investors to value publicly traded companies, it works poorly with Amazon, given that the company reinvests most of its operating cash flow back into the business. During the 2010s, investors willingly paid a median end-year multiple of 30 times cash flow to own Amazon stock. You can buy shares today for about 9 times Wall Street&#39;s forecast cash flow for the company in 2025. That&#39;s incredibly cheap for a winner like Amazon.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Warren Buffett Stocks That Are Screaming Buys in November</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Warren Buffett Stocks That Are Screaming Buys in November\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-01 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/01/3-warren-buffett-stocks-screaming-buys-in-november/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The investing track record of Berkshire Hathaway (BRK.A) (BRK.B) CEO Warren Buffett suggests he might know a thing or two about the stock market and identifying value. Since taking the helm of ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/01/3-warren-buffett-stocks-screaming-buys-in-november/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"USB":"美国合众银行","AMZN":"亚马逊","JNJ":"强生"},"source_url":"https://www.fool.com/investing/2022/11/01/3-warren-buffett-stocks-screaming-buys-in-november/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2280956963","content_text":"The investing track record of Berkshire Hathaway (BRK.A) (BRK.B) CEO Warren Buffett suggests he might know a thing or two about the stock market and identifying value. Since taking the helm of Berkshire in 1965, he's created approximately $660 billion in value for shareholders (himself included) and has delivered a jaw-dropping 20.1% average annual return for his company's Class A shares (BRK.A).Given how successful the Oracle of Omaha has been for more than a half-century, everyone from professional to everyday investors pays close attention to what he's buying and selling in Berkshire Hathaway's investment portfolio.Buffett's portfolio is also a great place to start when you're looking for stock-buying ideas during a bear market pullback. Though Berkshire Hathaway holds around four dozen securities in its investment portfolio, three Warren Buffett stocks stand out as plain-as-day screaming buys in November.Johnson & JohnsonThe first Warren Buffett stock just begging to be bought as we near the home stretch of 2022 is healthcare juggernaut Johnson & Johnson, or J&J for short. Although J&J is contending with poor investor sentiment, it's a company that continues to fire on all cylinders.Healthcare stocks are one of the smartest places to put your money to work during a bear market. No matter how poorly the U.S. economy performs or how negative investor sentiment turns, we don't have the ability to control when we get sick or what ailment(s) we develop. There will always be demand for prescription drugs, medical devices, and healthcare services, which means J&J is predominantly inflation-and-recession-proof.Though a stronger U.S. dollar is hurting sales for multinational companies like Johnson & Johnson, a deeper dive reveals that everything is fine from an operating standpoint. Excluding currency movements, pharmaceutical and medical technology (MedTech) segment sales are respectively higher by 10.2% and 6.6% through the first nine months of 2022.One of the primary reasons J&J has been able to deliver adjusted sales growth and earnings growth in the high single digits for such a long time is its diverse operating segments. For instance, the company has shifted its focus to higher-margin drug sales over the past decade. But since brand-name drugs have relatively short periods of sales exclusivity, the company can rely on its MedTech segment to pick up the slack when certain therapies are exposed to biosimilar or generic competition.Another reason J&J is such a rock-solid investment is its capital-return program and balance sheet. Johnson & Johnson has raised its base annual dividend for 60 consecutive years, and is one of only two publicly traded companies that sports the highest credit rating (AAA) issued by Standard & Poor's, a division of S&P Global. J&J's credit rating is higher than that of the U.S. federal government.At a time when investors are looking for safety and value, Johnson & Johnson's sub-17 forward price-to-earnings ratio and 2.6% dividend yield stand out like a beacon.U.S. BancorpA second Warren Buffett stock that's a screaming buy in November is U.S. Bancorp (USB), the parent company of U.S. Bank. Despite recessionary fears weighing on cyclical sectors, such as financials, U.S. Bancorp is one of a handful of financial stocks positioned to thrive, even in a challenging economic environment.One of the biggest tailwinds for bank stocks at the moment is Federal Reserve monetary policy. Normally, a weaker economy and/or plunging stock market would encourage the nation's central bank to ease interest rates or offer some form of quantitative easing measures. But with inflation hitting four-decade highs in June, the Fed has had no choice but to aggressively raise rates into a bear market.Banks with outstanding variable-rate loans are benefiting via widening net interest margin and higher net interest income. In U.S. Bancorp's case, its net interest income jumped nearly 21% year over year in the August-ended quarter.Another important factor working in U.S. Bancorp's favor is the fiscal prudence of its management team. During the financial crisis between 2007 and 2009, most money-center banks were clobbered by riskier derivative investments they'd made that ultimately backfired.U.S. Bancorp largely avoided this mess thanks to its focus on what I call the bread and butter of banking: growing loans and deposits. While growing loans and deposits isn't necessarily an exciting operating model, it's a profitable one for U.S. Bancorp that's led to superior return on assets when compared to other big banks.U.S. Bancorp is also setting the standard when it comes to digital engagement. By the end of August, 82% of the company's total active customers were banking online or via mobile app. Equally important, 62% of loan sales were completed digitally. For banks, digital sales cost a fraction of what in-person or phone-based interactions run. This sizable digital presence has allowed the company to consolidate some of its branches and minimize increases in noninterest expenses.Investors have an opportunity to buy one of the best-run banks on the planet for less than 9 times forward earnings, and they'll receive a 4.5% annual dividend yield for their patience. That's a steal of a deal.AmazonThe third Warren Buffett stock that's a screaming buy in November is FAANG stock Amazon (AMZN). Although the company's third-quarter operating results signaled some near-term struggles, Wall Street and investors seem to be overlooking the key performance indicators that matter most.For most investors and consumers, Amazon's dominant online marketplace is what comes to mind when the \"Amazon\" name is brought up. This year, Amazon should account for more U.S. online retail sales revenue than its next 14-closest competitors, combined. However, retail demand is slowing as high inflation bites into the pocketbooks of low-earning workers, which is why the company's fourth-quarter sales forecast badly missed the mark.But even though Amazon's online marketplace is its top revenue producer, it's not a particularly important segment when it comes to operating cash flow. Online retail sales margins are usually very low. Rather, it's the company's higher-margin trio of Amazon Web Services (AWS), advertising services, and subscription services that are key to operating cash flow growth.Cloud infrastructure segment AWS commands nearly a third of global cloud-service spending, according to Canalys. Cloud growth is still in its early stages, and the high margins associated with the cloud lead to significant operating income for Amazon. Through the first nine months of 2022, AWS has accounted for 16% of the company's net sales, as well as all of its operating income (since the retail segments have produced operating losses).Likewise, subscription services (e.g., Prime) and advertising services are growing by double-digit percentages. Excluding currency movements, subscription service and advertising service sales grew by 14% and 30%, respectively, in the recently ended quarter. The segments that really matter to Amazon's cash flow are doing just fine.That brings me to the final point: Amazon's cash flow. Though earnings per share is a common tool used by investors to value publicly traded companies, it works poorly with Amazon, given that the company reinvests most of its operating cash flow back into the business. During the 2010s, investors willingly paid a median end-year multiple of 30 times cash flow to own Amazon stock. You can buy shares today for about 9 times Wall Street's forecast cash flow for the company in 2025. That's incredibly cheap for a winner like Amazon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021281321,"gmtCreate":1653059552563,"gmtModify":1676535216529,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>$300 fair value. Look at thebloody P/E ratio","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>$300 fair value. Look at thebloody P/E ratio","text":"$Tesla Motors(TSLA)$$300 fair value. Look at thebloody P/E ratio","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021281321","isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9066377538,"gmtCreate":1651867257124,"gmtModify":1676534985975,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>When MOASS? 🤡","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>When MOASS? 🤡","text":"$AMC Entertainment(AMC)$When MOASS? 🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9066377538","isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015939723,"gmtCreate":1649405523654,"gmtModify":1676534506989,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"Came to the comments without reading the article.Wasnt disappointed. This writer&nbsp;obviously wants people to sell so he can buy more","listText":"Came to the comments without reading the article.Wasnt disappointed. This writer&nbsp;obviously wants people to sell so he can buy more","text":"Came to the comments without reading the article.Wasnt disappointed. This writer obviously wants people to sell so he can buy more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015939723","repostId":"1116986575","repostType":2,"repost":{"id":"1116986575","pubTimestamp":1649379607,"share":"https://ttm.financial/m/news/1116986575?lang=&edition=fundamental","pubTime":"2022-04-08 09:00","market":"us","language":"en","title":"Nvidia's Stock May Soon Take A Very Profound Turn For The Worse","url":"https://stock-news.laohu8.com/highlight/detail?id=1116986575","media":"eeking Alpha","summary":"SummaryNvidia's stock is mirroring the patterns last seen in Cisco at the beginning of the century.T","content":"<html><head></head><body><p>Summary</p><ul><li>Nvidia&#39;s stock is mirroring the patterns last seen in Cisco at the beginning of the century.</li><li>The exercise tells us this isn&#39;t about a business and its fundamentals, but human psychology.</li><li>Where Nvidia goes from here may already be pre-determined.</li></ul><p>Patterns appear all over the marketplace, and while they don&#39;t always play out exactly as expected, they can give clues as to what <i>might</i> happen next. They are worth considering and investigating with an open mind. For example, in December, I asked what if Nvidia Of Today Is The Cisco Of 2000?</p><p>The story was mocked by many and called crazy. After all, what does stoggy old Cisco (CSCO) have to do with a high-growth company like Nvidia (NASDAQ:NVDA), which makes all these wonderful GPUs helping to expand the data center and improve gaming? The visionary CEO Jensen Huang leads Nvidia today. Cisco had this guy John Chambers, a fantastic visionary in his own right.</p><p>In reality, Nvidia today and its growth rates can&#39;t compare to Cisco. But at one point, Cisco was a blistering growth stock. Cisco&#39;s prospects were so significant that it was deemed on Feb. 13, 2000, in an LA Times story to be the first $1 trillion company. By some estimates, a dollar in 2000 is around $1.65 today. That would have made Cisco worth $1.65 trillion in today&#39;s dollar, or $1 trillion more than Nvidia today.</p><p>There&#39;s a story here, and that story tells us that when optimism is high, expectations are massive. Human psychology plays an enormous part in stocks and how much investors are willing to pay for those future earnings potential. The psychological aspect of the relationship between Cisco and Nvidia is so interesting. In December, I pointed out the Nvidia of today was very much tracking the path of Cisco from 1998 through 2002.</p><p><img src=\"https://static.tigerbbs.com/50af596bc3ad71eb3ee83bb8995e2e8a\" tg-width=\"647\" tg-height=\"484\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Refinitiv</p><p>I still track this relationship, and much to my surprise, the pattern has continued over the past four months. Not only has it continued, but it has been able to make nearly all the same twists and turns along the way.</p><p><img src=\"https://static.tigerbbs.com/7ea73733328ca602c763ed7ce4a0377d\" tg-width=\"640\" tg-height=\"345\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Bloomberg</p><p>This relationship comes to an inflection point very soon, where it will either continue to work or not. By my estimates, that inflection point is about 20 to 25 days away, where either Nvidia continues to be a stock that follows its own destiny or follows Cisco&#39;s steep decline into the middle of 2001.</p><p>The relationship has nothing to do with either of these companies&#39; fundamentals. Cisco doubled its revenue over the past 20 years, climbing to more than $50 billion per year. Meanwhile, the stock has never been able to climb back to those early century highs.</p><p><img src=\"https://static.tigerbbs.com/a3ec049b6daf4dea447c4296b904621f\" tg-width=\"640\" tg-height=\"345\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Bloomberg</p><p>How much investors are willing to pay for Cisco&#39;s revenue stream has changed, going from an insanely high 60 times its trailing twelve-month sales to just four today. For Nvidia, its price to sales multiple has expanded too, rising to almost 34 at its peak and has fallen back to 23. It&#39;s where that ratio goes from here that will determine if Nvidia continues on the same path as Cisco or goes its own way.</p><p><img src=\"https://static.tigerbbs.com/cbe9bc73a4d73819bc479bb762d94cb8\" tg-width=\"640\" tg-height=\"345\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Bloomberg</p><p>Nvidia may double its revenue just like Cisco, and the stock price never rises back to all-time highs. It isn&#39;t to say that the stock won&#39;t go to new all-time highs either. The exercise tells us that it isn&#39;t always about the long-term fundamental outlook. It&#39;s more about the psychology of how much investors are willing to pay for a stock&#39;s future earnings or sales stream.</p><p>Consider that Nvidia traded for a peak price to sales ratio on a TTM basis of 15 in 2017 and in the January-February time frame of 2020, just before the pandemic. But with the help of the Fed and its easy monetary policy, multiples for <b><i>all</i></b> stocks expanded. At its current 22.8, Nvidia&#39;s P/S ratio would need to fall 35% to get back to 15, which would knock the stock down to $160. For the stock to rise back to $245 or its current market cap of $615.4 billion, at a P/S ratio of 15, sales would need to climb $41.0 billion from the current fiscal year 2023 estimates of $34.9 billion and actual $26.9 billion in fiscal 2022. $41 billion is certainly an achievable number for Nvidia, but it could also suggest that Nvidia does a lot of nothing over the next couple of years as sales catch up with the stock price.</p><p>The big question is where multiples will stand over the next year or two - will they rise and fall? It seems reasonable to think that if easy money ushers in multiple expansion, tighter monetary policy ushers in a period of multiple contraction. It could even send the stock&#39;s P/S ratio well below 15.</p><p>What&#39;s clear is that Nvidia&#39;s current multiple is very elevated because optimism among investors still is high, maybe too high, and the path of the stock is likely to be more challenging from here than over the past two years.</p><p>Which direction Nvidia ends up taking may or may not already be pre-determined. Only time will tell.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Stock May Soon Take A Very Profound Turn For The Worse</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's Stock May Soon Take A Very Profound Turn For The Worse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-08 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4500283-nvidia-stock-sentiment-high><strong>eeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia's stock is mirroring the patterns last seen in Cisco at the beginning of the century.The exercise tells us this isn't about a business and its fundamentals, but human psychology.Where ...</p>\n\n<a href=\"https://seekingalpha.com/article/4500283-nvidia-stock-sentiment-high\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4500283-nvidia-stock-sentiment-high","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116986575","content_text":"SummaryNvidia's stock is mirroring the patterns last seen in Cisco at the beginning of the century.The exercise tells us this isn't about a business and its fundamentals, but human psychology.Where Nvidia goes from here may already be pre-determined.Patterns appear all over the marketplace, and while they don't always play out exactly as expected, they can give clues as to what might happen next. They are worth considering and investigating with an open mind. For example, in December, I asked what if Nvidia Of Today Is The Cisco Of 2000?The story was mocked by many and called crazy. After all, what does stoggy old Cisco (CSCO) have to do with a high-growth company like Nvidia (NASDAQ:NVDA), which makes all these wonderful GPUs helping to expand the data center and improve gaming? The visionary CEO Jensen Huang leads Nvidia today. Cisco had this guy John Chambers, a fantastic visionary in his own right.In reality, Nvidia today and its growth rates can't compare to Cisco. But at one point, Cisco was a blistering growth stock. Cisco's prospects were so significant that it was deemed on Feb. 13, 2000, in an LA Times story to be the first $1 trillion company. By some estimates, a dollar in 2000 is around $1.65 today. That would have made Cisco worth $1.65 trillion in today's dollar, or $1 trillion more than Nvidia today.There's a story here, and that story tells us that when optimism is high, expectations are massive. Human psychology plays an enormous part in stocks and how much investors are willing to pay for those future earnings potential. The psychological aspect of the relationship between Cisco and Nvidia is so interesting. In December, I pointed out the Nvidia of today was very much tracking the path of Cisco from 1998 through 2002.RefinitivI still track this relationship, and much to my surprise, the pattern has continued over the past four months. Not only has it continued, but it has been able to make nearly all the same twists and turns along the way.BloombergThis relationship comes to an inflection point very soon, where it will either continue to work or not. By my estimates, that inflection point is about 20 to 25 days away, where either Nvidia continues to be a stock that follows its own destiny or follows Cisco's steep decline into the middle of 2001.The relationship has nothing to do with either of these companies' fundamentals. Cisco doubled its revenue over the past 20 years, climbing to more than $50 billion per year. Meanwhile, the stock has never been able to climb back to those early century highs.BloombergHow much investors are willing to pay for Cisco's revenue stream has changed, going from an insanely high 60 times its trailing twelve-month sales to just four today. For Nvidia, its price to sales multiple has expanded too, rising to almost 34 at its peak and has fallen back to 23. It's where that ratio goes from here that will determine if Nvidia continues on the same path as Cisco or goes its own way.BloombergNvidia may double its revenue just like Cisco, and the stock price never rises back to all-time highs. It isn't to say that the stock won't go to new all-time highs either. The exercise tells us that it isn't always about the long-term fundamental outlook. It's more about the psychology of how much investors are willing to pay for a stock's future earnings or sales stream.Consider that Nvidia traded for a peak price to sales ratio on a TTM basis of 15 in 2017 and in the January-February time frame of 2020, just before the pandemic. But with the help of the Fed and its easy monetary policy, multiples for all stocks expanded. At its current 22.8, Nvidia's P/S ratio would need to fall 35% to get back to 15, which would knock the stock down to $160. For the stock to rise back to $245 or its current market cap of $615.4 billion, at a P/S ratio of 15, sales would need to climb $41.0 billion from the current fiscal year 2023 estimates of $34.9 billion and actual $26.9 billion in fiscal 2022. $41 billion is certainly an achievable number for Nvidia, but it could also suggest that Nvidia does a lot of nothing over the next couple of years as sales catch up with the stock price.The big question is where multiples will stand over the next year or two - will they rise and fall? It seems reasonable to think that if easy money ushers in multiple expansion, tighter monetary policy ushers in a period of multiple contraction. It could even send the stock's P/S ratio well below 15.What's clear is that Nvidia's current multiple is very elevated because optimism among investors still is high, maybe too high, and the path of the stock is likely to be more challenging from here than over the past two years.Which direction Nvidia ends up taking may or may not already be pre-determined. Only time will tell.","news_type":1},"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012629339,"gmtCreate":1649328148574,"gmtModify":1676534492100,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"Escape your put trap if you sold one and ITM. Gogogo","listText":"Escape your put trap if you sold one and ITM. Gogogo","text":"Escape your put trap if you sold one and ITM. Gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012629339","repostId":"1125321745","repostType":2,"repost":{"id":"1125321745","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1649325277,"share":"https://ttm.financial/m/news/1125321745?lang=&edition=fundamental","pubTime":"2022-04-07 17:54","market":"us","language":"en","title":"Semiconductor Stocks Gained in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1125321745","media":"Tiger Newspress","summary":"Semiconductor Stocks Gained in Premarket Trading. Nvidia, AMD, STM, Micron and AMAT jumped over 1%.","content":"<html><head></head><body><p>Semiconductor Stocks Gained in Premarket Trading. <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, STM, Micron and AMAT jumped over 1%.<img src=\"https://static.tigerbbs.com/b433fe3103e8d4609127e8397325633e\" tg-width=\"390\" tg-height=\"342\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Semiconductor Stocks Gained in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor Stocks Gained in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-07 17:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Semiconductor Stocks Gained in Premarket Trading. <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, STM, Micron and AMAT jumped over 1%.<img src=\"https://static.tigerbbs.com/b433fe3103e8d4609127e8397325633e\" tg-width=\"390\" tg-height=\"342\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4566":"资本集团","BK4573":"虚拟现实","BK4543":"AI","BK4529":"IDC概念","BK4527":"明星科技股","NVDA":"英伟达","AMD":"美国超微公司","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4579":"人工智能","BK4512":"苹果概念","BK4141":"半导体产品","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125321745","content_text":"Semiconductor Stocks Gained in Premarket Trading. Nvidia, AMD, STM, Micron and AMAT jumped over 1%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9016741027,"gmtCreate":1649246337155,"gmtModify":1676534476597,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"The article just shows the lack of understanding ofNVidia's business. Yak yak yak. Nvda upcoming train is DATA CENTERS and OMNIVERSE! Not GPUs","listText":"The article just shows the lack of understanding ofNVidia's business. Yak yak yak. Nvda upcoming train is DATA CENTERS and OMNIVERSE! Not GPUs","text":"The article just shows the lack of understanding ofNVidia's business. Yak yak yak. Nvda upcoming train is DATA CENTERS and OMNIVERSE! Not GPUs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016741027","repostId":"1125625332","repostType":2,"repost":{"id":"1125625332","pubTimestamp":1649210461,"share":"https://ttm.financial/m/news/1125625332?lang=&edition=fundamental","pubTime":"2022-04-06 10:01","market":"us","language":"en","title":"Nvidia Stock Forecast: What To Watch For After GTC 2022 Event","url":"https://stock-news.laohu8.com/highlight/detail?id=1125625332","media":"Seeking Alpha","summary":"SummaryNvidia is a terrific company and continues to execute well as can be seen from the Company's ","content":"<html><head></head><body><p>Summary</p><ul><li>Nvidia is a terrific company and continues to execute well as can be seen from the Company&#39;s recent GTC and Investor Day events.</li><li>However, the company&#39;s TAM narrative, which investors may be hoping supports the high valuation, is not credible.</li><li>This article discusses the positives and negatives out of the investor day event.</li></ul><p>Nvidia (NASDAQ:NVDA) had very successful GTC and Investor Day events recently. The stock has run up significantly as investors found the events and the company narrative exciting. As such, there is little doubt that Nvidia is a terrific company and continues to execute well on the technology front and continues to raise the bar.</p><p>The highlights for the day were its two key chip announcements – Hopper datacenter GPU and Grace ARM-based CPU. The company also made several very nice system-level announcements. This article will not get into depth on technology, but instead focus on the investor and the management narrative – especially about the TAM.</p><p>Hopper Is A Strong GPU</p><p>The biggest highlight was Hopper, a much anticipated next-generation data center GPU.</p><p>Hopper uses the cutting-edge TSMC (TSM) N4 process (widely referred to as 4nm). This is a surprise as the previous expectations were for Nvidia to use TSMC N5 (or 5nm) process. Note that Nvidia has traditionally not pushed the process technology and mostly released products using older processes. Nvidia of the past would not even have used N5 but a cheaper process. It is clear that the Company is starting to feel the heat from competitors including Advanced Micro Devices (AMD) and in-house solutions from Google (GOOG) (GOOGL) and Amazon (AMZN). In particular, AMD continues to come from behind and close the GPU technology gap with Nvidia. Note that AMD’s Aldebaran GPUs last year bested Nvidia Ampere specifications in several aspects. In this aspect, we have to give credit to Nvidia for moving quickly and not falling asleep at the wheel like Intel (INTC). Remember that when AMD accelerated its CPU roadmap, Intel stuck with its inferior internal process and did not move to the most advanced TSMC process thus yielding ground to AMD that it should not have.</p><p>Even using the N4 process, Nvidia maximized the die size. At 800+ mm2, it is close to reticle size. What this large die size means is that this GPU, while performing well, will be expensive to manufacture. If AMD can deliver comparable performance with CDNA3, then Nvidia is likely to be under tremendous cost pressure. On the upside, it is possible that Nvidia surprised AMD with the N4 process. Time will tell how the Nvidia and AMD competition will play out in the Hopper versus CDNA3 generation.</p><p>Grace is More Hype Than Substance</p><p>Nvidia also unveiled some details about its upcoming Grace CPU.</p><p>This CPU, set for H1 2023 release, has 72 functional cores per chip and 144 cores for the “super chip” which consists of packaging two dies or chips together. At 72 cores, Grace is not much of an improvement over AMD’s Rome and Milan generations which have 64 cores per chip. The performance data from the image also suggests that, surprisingly, even the 144 core Grace is in a class similar to Milan. Note that AMD is expected to have its 128 core Bergamo chip by the time Grace launches. Nvidia may have some surprises ahead, but, unless Grace’s performance data is off by almost 100%, it seems unlikely that Nvidia’s solution will be competitive with Bergamo in 2023.</p><p>Nvidia also announced that it will be creating a chip that combines Grace with Hopper (see image below). AMD is also rumored to have a similar CPU plus GPU solution for the HPC and data center spaces in 2023. While Nvidia’s chips use NV Link interconnect, AMD’s chips will likely use its next-generation Infinity Fabric interconnect.</p><p>Grace will allow Nvidia to bundle its own CPU and GPUs together for several niche applications in the HPC space. Given that several CSPs are developing their own ARM CPUs, it is unclear what role Grace will have to play outside of niche applications. Volume deployment seems unlikely.</p><p>Nvidia Is Also Going The Semi-custom Route</p><p>A strong recent trend has been that semiconductor vendors are starting to go after semi-custom business to accommodate CSPs who are starting to develop their own solutions. The idea behind the semi-custom path is to create solutions that blend chip company IP with customer IP to develop solutions that these high-volume CSPs desire.</p><p>Semi-custom business tends to be a lower-margin business and is not something that Nvidia’s CEO Jensen Huang likes. Nvidia has, for the first time we can remember, announced that it too is going down this path.</p><p>There are a few headwinds for Nvidia on this path. The first is that Nvidia is historically not set up for this type of business. Secondly, NV Link is seen as a proprietary interconnect and many CSPs will be reluctant to go down that path. Thirdly, Nvidia could be a bit handicapped here due to the lack of FPGA IP – something that AMD believes data center customers want and something which AMD and Intel own.</p><p>TAM Hype Is Not Credible</p><p>Beyond what is discussed above, management also talked about the new Spectrum 4 400G Ethernet Switch from the Mellanox division, an improved NV Link switch, and updated system and software solutions. All things considered; it is safe to say that Nvidia had a terrific technology presentation.</p><p>The problem with Nvidia’s pitch was mostly regarding management hype about the $1T TAM that Nvidia now addresses.</p><p>While there is no denying that Nvidia’s prospects in the space are good, the growth rates shown here are unsustainable. The frothy $10B number from the last year that was fueled by COVID dynamics, crypto bubble, and FED-driven liquidity is a long way from a $300B TAM that management claims. In the near term, there is even a tangible risk that the TAM may shrink as the current spending bubble bursts. Longer-term, while the data center business will continue to grow, management projected TAM appears hugely overstated.</p><p>The enterprise future also is based on unrealistic expectations. While there is no doubt that many companies will increase their cloud spending over time, the reality is that in enterprises, the IT spend is, and will continue to be, dominated by the client-side. This is simply a matter of deployment economics. For a single server, there are many clients. The sheer ratio of clients to servers tips the IT budgets in clients’ favor.</p><p>On the gaming front, market researchers have not found any meaningful uptick in gaming PC AIB business over the last decade. If anything, the unit growth has been slightly negative. Nvidia disclosed that ASPs increased at a rate of 13% per year for the last five years while the units have increased by 11% per year. In other words, the primary growth driver was ASP growth. The ASP growth and unit growth numbers are almost entirely driven by crypto which the Company fails to mention as the growth driver. With Ethereum Proof Of Stake likely imminent, with the world entering a post-COVID economy, with AMD gaming GPUs becoming stronger, and with Intel entering the GPU space, the growth narrative for this segment is entirely dubious.</p><p>The narrative on professional visualization is also questionable as that business too seems to have been driven more by crypto than Omniverse or any other emerging areas.</p><p>As far as software goes, Nvidia wants to expand its business model into its partner’s space. But, if the software partners have strong chip-level solutions from competitors like AMD, will they continue to push Nvidia solutions?</p><p>The point is that Nvidia is projecting a massive TAM and big growth based on questionable moat while annoying its software partners. This may not play out so well for Nvidia.</p><p>The growth on the automotive front is also very much in doubt. While there is no doubt that Nvidia has done very well in this segment so far, note that these are all early-stage design wins when the market is small. As always happens with technology, mass adoption does not occur until the prices of the new technologies drop significantly. The reality is that autonomous technologies have yet to be proven at scale. By the time these technologies are proven, the value of the semiconductors involved in these applications will be much smaller than what Nvidia dreams.</p><p>The problem with Nvidia’s narrative continues to be that its revenue growth and more importantly its cash flow growth (image below) are being driven by transient COVID and crypto mining dynamics.</p><p><img src=\"https://static.tigerbbs.com/1c072e15c41aca454ee9b6c02eff61c8\" tg-width=\"419\" tg-height=\"376\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The Company is selling an entire TAM and growth narrative based on this bubble. Investors need to beware. We are as little as two quarters from Nvidia growth bubble bursting. Investors are likely to do well steering clear of the impending growth crunch.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Forecast: What To Watch For After GTC 2022 Event</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Forecast: What To Watch For After GTC 2022 Event\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-06 10:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4499733-nvidia-stock-forecast-after-gtc-2022-event><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia is a terrific company and continues to execute well as can be seen from the Company's recent GTC and Investor Day events.However, the company's TAM narrative, which investors may be ...</p>\n\n<a href=\"https://seekingalpha.com/article/4499733-nvidia-stock-forecast-after-gtc-2022-event\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4499733-nvidia-stock-forecast-after-gtc-2022-event","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125625332","content_text":"SummaryNvidia is a terrific company and continues to execute well as can be seen from the Company's recent GTC and Investor Day events.However, the company's TAM narrative, which investors may be hoping supports the high valuation, is not credible.This article discusses the positives and negatives out of the investor day event.Nvidia (NASDAQ:NVDA) had very successful GTC and Investor Day events recently. The stock has run up significantly as investors found the events and the company narrative exciting. As such, there is little doubt that Nvidia is a terrific company and continues to execute well on the technology front and continues to raise the bar.The highlights for the day were its two key chip announcements – Hopper datacenter GPU and Grace ARM-based CPU. The company also made several very nice system-level announcements. This article will not get into depth on technology, but instead focus on the investor and the management narrative – especially about the TAM.Hopper Is A Strong GPUThe biggest highlight was Hopper, a much anticipated next-generation data center GPU.Hopper uses the cutting-edge TSMC (TSM) N4 process (widely referred to as 4nm). This is a surprise as the previous expectations were for Nvidia to use TSMC N5 (or 5nm) process. Note that Nvidia has traditionally not pushed the process technology and mostly released products using older processes. Nvidia of the past would not even have used N5 but a cheaper process. It is clear that the Company is starting to feel the heat from competitors including Advanced Micro Devices (AMD) and in-house solutions from Google (GOOG) (GOOGL) and Amazon (AMZN). In particular, AMD continues to come from behind and close the GPU technology gap with Nvidia. Note that AMD’s Aldebaran GPUs last year bested Nvidia Ampere specifications in several aspects. In this aspect, we have to give credit to Nvidia for moving quickly and not falling asleep at the wheel like Intel (INTC). Remember that when AMD accelerated its CPU roadmap, Intel stuck with its inferior internal process and did not move to the most advanced TSMC process thus yielding ground to AMD that it should not have.Even using the N4 process, Nvidia maximized the die size. At 800+ mm2, it is close to reticle size. What this large die size means is that this GPU, while performing well, will be expensive to manufacture. If AMD can deliver comparable performance with CDNA3, then Nvidia is likely to be under tremendous cost pressure. On the upside, it is possible that Nvidia surprised AMD with the N4 process. Time will tell how the Nvidia and AMD competition will play out in the Hopper versus CDNA3 generation.Grace is More Hype Than SubstanceNvidia also unveiled some details about its upcoming Grace CPU.This CPU, set for H1 2023 release, has 72 functional cores per chip and 144 cores for the “super chip” which consists of packaging two dies or chips together. At 72 cores, Grace is not much of an improvement over AMD’s Rome and Milan generations which have 64 cores per chip. The performance data from the image also suggests that, surprisingly, even the 144 core Grace is in a class similar to Milan. Note that AMD is expected to have its 128 core Bergamo chip by the time Grace launches. Nvidia may have some surprises ahead, but, unless Grace’s performance data is off by almost 100%, it seems unlikely that Nvidia’s solution will be competitive with Bergamo in 2023.Nvidia also announced that it will be creating a chip that combines Grace with Hopper (see image below). AMD is also rumored to have a similar CPU plus GPU solution for the HPC and data center spaces in 2023. While Nvidia’s chips use NV Link interconnect, AMD’s chips will likely use its next-generation Infinity Fabric interconnect.Grace will allow Nvidia to bundle its own CPU and GPUs together for several niche applications in the HPC space. Given that several CSPs are developing their own ARM CPUs, it is unclear what role Grace will have to play outside of niche applications. Volume deployment seems unlikely.Nvidia Is Also Going The Semi-custom RouteA strong recent trend has been that semiconductor vendors are starting to go after semi-custom business to accommodate CSPs who are starting to develop their own solutions. The idea behind the semi-custom path is to create solutions that blend chip company IP with customer IP to develop solutions that these high-volume CSPs desire.Semi-custom business tends to be a lower-margin business and is not something that Nvidia’s CEO Jensen Huang likes. Nvidia has, for the first time we can remember, announced that it too is going down this path.There are a few headwinds for Nvidia on this path. The first is that Nvidia is historically not set up for this type of business. Secondly, NV Link is seen as a proprietary interconnect and many CSPs will be reluctant to go down that path. Thirdly, Nvidia could be a bit handicapped here due to the lack of FPGA IP – something that AMD believes data center customers want and something which AMD and Intel own.TAM Hype Is Not CredibleBeyond what is discussed above, management also talked about the new Spectrum 4 400G Ethernet Switch from the Mellanox division, an improved NV Link switch, and updated system and software solutions. All things considered; it is safe to say that Nvidia had a terrific technology presentation.The problem with Nvidia’s pitch was mostly regarding management hype about the $1T TAM that Nvidia now addresses.While there is no denying that Nvidia’s prospects in the space are good, the growth rates shown here are unsustainable. The frothy $10B number from the last year that was fueled by COVID dynamics, crypto bubble, and FED-driven liquidity is a long way from a $300B TAM that management claims. In the near term, there is even a tangible risk that the TAM may shrink as the current spending bubble bursts. Longer-term, while the data center business will continue to grow, management projected TAM appears hugely overstated.The enterprise future also is based on unrealistic expectations. While there is no doubt that many companies will increase their cloud spending over time, the reality is that in enterprises, the IT spend is, and will continue to be, dominated by the client-side. This is simply a matter of deployment economics. For a single server, there are many clients. The sheer ratio of clients to servers tips the IT budgets in clients’ favor.On the gaming front, market researchers have not found any meaningful uptick in gaming PC AIB business over the last decade. If anything, the unit growth has been slightly negative. Nvidia disclosed that ASPs increased at a rate of 13% per year for the last five years while the units have increased by 11% per year. In other words, the primary growth driver was ASP growth. The ASP growth and unit growth numbers are almost entirely driven by crypto which the Company fails to mention as the growth driver. With Ethereum Proof Of Stake likely imminent, with the world entering a post-COVID economy, with AMD gaming GPUs becoming stronger, and with Intel entering the GPU space, the growth narrative for this segment is entirely dubious.The narrative on professional visualization is also questionable as that business too seems to have been driven more by crypto than Omniverse or any other emerging areas.As far as software goes, Nvidia wants to expand its business model into its partner’s space. But, if the software partners have strong chip-level solutions from competitors like AMD, will they continue to push Nvidia solutions?The point is that Nvidia is projecting a massive TAM and big growth based on questionable moat while annoying its software partners. This may not play out so well for Nvidia.The growth on the automotive front is also very much in doubt. While there is no doubt that Nvidia has done very well in this segment so far, note that these are all early-stage design wins when the market is small. As always happens with technology, mass adoption does not occur until the prices of the new technologies drop significantly. The reality is that autonomous technologies have yet to be proven at scale. By the time these technologies are proven, the value of the semiconductors involved in these applications will be much smaller than what Nvidia dreams.The problem with Nvidia’s narrative continues to be that its revenue growth and more importantly its cash flow growth (image below) are being driven by transient COVID and crypto mining dynamics.The Company is selling an entire TAM and growth narrative based on this bubble. Investors need to beware. We are as little as two quarters from Nvidia growth bubble bursting. Investors are likely to do well steering clear of the impending growth crunch.","news_type":1},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010061151,"gmtCreate":1648209362019,"gmtModify":1676534317295,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"Worse recommendations. So many people lost money on the above. Zoom has no clear plans and directions. Teams already plan to come out with simpler version.&nbsp;","listText":"Worse recommendations. So many people lost money on the above. Zoom has no clear plans and directions. Teams already plan to come out with simpler version.&nbsp;","text":"Worse recommendations. So many people lost money on the above. Zoom has no clear plans and directions. Teams already plan to come out with simpler version.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010061151","repostId":"2221907148","repostType":4,"repost":{"id":"2221907148","pubTimestamp":1648222340,"share":"https://ttm.financial/m/news/2221907148?lang=&edition=fundamental","pubTime":"2022-03-25 23:32","market":"us","language":"en","title":"3 Sell-Off Stocks That Could Help Set You Up for Life","url":"https://stock-news.laohu8.com/highlight/detail?id=2221907148","media":"Motley Fool","summary":"Short-term headwinds have crushed these stocks, but my investment thesis for each remains strong.","content":"<html><head></head><body><p>Short-term drops in the market can feel brutal -- even for those keeping a long-term focus.</p><p>Owning a tech-heavy portfolio that has dropped over 25%, I am no exception. However, by dollar-cost averaging, holding for the long term, and reframing sell-offs as opportunities, it is possible to remain optimistic when facing a correction.</p><p>Speaking to this third point, let us look at three heavily sold-off stocks that offer the potential to set you up for life.</p><h2>Pinterest</h2><p>Driven by its mission &#34;to help people discover the things they love, and inspire them to do those things in their daily lives,&#34; idea-incubator <b>Pinterest</b> ( PINS 1.01% ) puts a twist on social media.</p><p>In a world facing mental health concerns related to social media usage, Pinterest flips the script by providing hope and inspiration -- even if it&#39;s only on an aspirational level.</p><p>Perhaps thanks to this unique connection to its user base, the company saw its share price reach a high of almost $89 in 2021.</p><p>However, after reaching that high mark, Pinterest saw its monthly active users (MAUs) drop from 478 million in the first quarter of 2021 to 431 million at the end of the year. This drop, paired with <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b>&#39;s abandoned acquisition for around $70 per share, has sent the stock down 70% from its peak.</p><p>So what makes Pinterest interesting now?</p><p>First, the fears around this MAU decline seem overstated, considering it grew from 367 million in 2019 to 459 million the following year thanks to a pandemic-aided surge. Its subsequent decline in 2021 was far from surprising in hindsight as most of the world reopened, temporarily setting apps like Pinterest on the back burner.</p><p>Second, despite this pullback in MAUs, its global average revenue per user (ARPU) of $1.93 continues to shine. Up 23% year over year in the fourth quarter, this metric strengthened with a growing ARPU of $7.43 domestically and an international ARPU that was up 62% to $0.57. As Pinterest continues to roll out its shoppable content and advertising base internationally, look for its massive user base to become increasingly profitable to the company.</p><p>Finally, according to Comparably, Pinterest has a Net Promoter Score (NPS) of +50. NPS is rated on a scale of -100 to +100 and captures whether a company&#39;s customers would recommend the product. Generally, a positive score is good, while anything above +30 is excellent, making Pinterest&#39;s score stand out.</p><p>Best yet for investors, businesses with excellent NPS scores tend to outperform the market thanks to happier customers. As a result of this NPS score, its remaining international growth runway, and a meager price to free cash flow ratio of just 23, buying and holding Pinterest at these prices could move your retirement years ahead of schedule.</p><h2><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications</h2><p>Like Pinterest, <b>Zoom Video Communications</b> ( ZM -0.46% ) boasts an excellent NPS of +53 thanks to its suite of hybrid work-enabling products. Famous for its video conferencing software that has become a verb, Zoom is creating new products, its most recent being the Zoom Contact Center.</p><p>This new offering will act as a customer engagement solution for Zoom&#39;s clients and highlights the somewhat quiet growth optionality hidden behind the company&#39;s core video product. Whether it&#39;s the Zoom phone, events, meetings, or rooms, and now its contact center, the company&#39;s unified communications platform is poised to evolve to meet the needs of its ever-expanding customer base.</p><p>However, with decelerating growth rates that saw revenue increase only 21% in the fiscal 2022 fourth quarter -- compared to growth of 369% the same time last year -- Zoom has seen its stock punished.</p><p>Now 70% below its 52-week highs, the market is pricing Zoom like it faces an existential crisis, but that couldn&#39;t be further from the truth. After generating $1.5 billion in free cash flow (FCF) over the last year, Zoom now trades at just 25 times FCF.</p><p><img src=\"https://static.tigerbbs.com/63772091fb610dbbf6b87ec55751eb2e\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><p>Data by YCharts.</p><p>Any time a company&#39;s price to free cash flow ratio approaches its sales growth rate as is the case here, it catches my attention as reasonably priced growth.</p><p>Zoom&#39;s promising NPS, product optionality, and cheap FCF generation make it a prime sell-off stock to consider holding forever.</p><h2>DocuSign</h2><p>Rounding out our trio of high NPS stocks is <b>DocuSign</b> ( DOCU 1.84% ) and its excellent score of +53. Led by its popular e-signature product, the company now has its eyes on expanding its broader Agreement Cloud offering.</p><p>This Agreement Cloud consists of four key pillars: prepare, sign, act, and manage. As e-signature is by far DocuSign&#39;s most prominent product, it intends to use a land-and-expand business model to grow its sales.</p><p>After getting its foot in the door with nearly 1.2 million customers thanks to its e-signature product, it now aims to build upon these relationships by offering anything and everything related to the agreement space.</p><p>However, with DocuSign seeing its billings growth drop from 56% in fiscal 2021 to 37% in fiscal 2022, the market has sent the stock&#39;s price downward.</p><p>It has also declined nearly 70% from its 52-week high, but this reaction from the market is starting to look overdone. Despite this slowdown in billings growth, DocuSign still posted 45% revenue growth last year and a good net dollar retention rate of 119% in the latest quarter.</p><p>Net dollar retention measures how much DocuSign&#39;s existing customers grew their spending with anything above 100% showing expansion. As time passes, this metric will be vital to investors as it will highlight how the Agreement Cloud&#39;s growth is faring.</p><p>Trading at 44 times free cash flow, DocuSign is the most expensive stock of this trio -- and the fastest growing. However, with its growth rate above its price to free cash flow, the stock still looks attractively priced after its sell-off and could be an excellent holding for long-term investors.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Sell-Off Stocks That Could Help Set You Up for Life</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Sell-Off Stocks That Could Help Set You Up for Life\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-25 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/24/3-sell-off-stocks-that-could-set-you-up-for-life/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Short-term drops in the market can feel brutal -- even for those keeping a long-term focus.Owning a tech-heavy portfolio that has dropped over 25%, I am no exception. However, by dollar-cost averaging...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/24/3-sell-off-stocks-that-could-set-you-up-for-life/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","BK4211":"区域性银行","BK4554":"元宇宙及AR概念","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4525":"远程办公概念","ZM":"Zoom","PINS":"Pinterest, Inc.","BK4505":"高瓴资本持仓","DOCU":"Docusign","BK4528":"SaaS概念","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2022/03/24/3-sell-off-stocks-that-could-set-you-up-for-life/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221907148","content_text":"Short-term drops in the market can feel brutal -- even for those keeping a long-term focus.Owning a tech-heavy portfolio that has dropped over 25%, I am no exception. However, by dollar-cost averaging, holding for the long term, and reframing sell-offs as opportunities, it is possible to remain optimistic when facing a correction.Speaking to this third point, let us look at three heavily sold-off stocks that offer the potential to set you up for life.PinterestDriven by its mission \"to help people discover the things they love, and inspire them to do those things in their daily lives,\" idea-incubator Pinterest ( PINS 1.01% ) puts a twist on social media.In a world facing mental health concerns related to social media usage, Pinterest flips the script by providing hope and inspiration -- even if it's only on an aspirational level.Perhaps thanks to this unique connection to its user base, the company saw its share price reach a high of almost $89 in 2021.However, after reaching that high mark, Pinterest saw its monthly active users (MAUs) drop from 478 million in the first quarter of 2021 to 431 million at the end of the year. This drop, paired with PayPal's abandoned acquisition for around $70 per share, has sent the stock down 70% from its peak.So what makes Pinterest interesting now?First, the fears around this MAU decline seem overstated, considering it grew from 367 million in 2019 to 459 million the following year thanks to a pandemic-aided surge. Its subsequent decline in 2021 was far from surprising in hindsight as most of the world reopened, temporarily setting apps like Pinterest on the back burner.Second, despite this pullback in MAUs, its global average revenue per user (ARPU) of $1.93 continues to shine. Up 23% year over year in the fourth quarter, this metric strengthened with a growing ARPU of $7.43 domestically and an international ARPU that was up 62% to $0.57. As Pinterest continues to roll out its shoppable content and advertising base internationally, look for its massive user base to become increasingly profitable to the company.Finally, according to Comparably, Pinterest has a Net Promoter Score (NPS) of +50. NPS is rated on a scale of -100 to +100 and captures whether a company's customers would recommend the product. Generally, a positive score is good, while anything above +30 is excellent, making Pinterest's score stand out.Best yet for investors, businesses with excellent NPS scores tend to outperform the market thanks to happier customers. As a result of this NPS score, its remaining international growth runway, and a meager price to free cash flow ratio of just 23, buying and holding Pinterest at these prices could move your retirement years ahead of schedule.Zoom Video CommunicationsLike Pinterest, Zoom Video Communications ( ZM -0.46% ) boasts an excellent NPS of +53 thanks to its suite of hybrid work-enabling products. Famous for its video conferencing software that has become a verb, Zoom is creating new products, its most recent being the Zoom Contact Center.This new offering will act as a customer engagement solution for Zoom's clients and highlights the somewhat quiet growth optionality hidden behind the company's core video product. Whether it's the Zoom phone, events, meetings, or rooms, and now its contact center, the company's unified communications platform is poised to evolve to meet the needs of its ever-expanding customer base.However, with decelerating growth rates that saw revenue increase only 21% in the fiscal 2022 fourth quarter -- compared to growth of 369% the same time last year -- Zoom has seen its stock punished.Now 70% below its 52-week highs, the market is pricing Zoom like it faces an existential crisis, but that couldn't be further from the truth. After generating $1.5 billion in free cash flow (FCF) over the last year, Zoom now trades at just 25 times FCF.Data by YCharts.Any time a company's price to free cash flow ratio approaches its sales growth rate as is the case here, it catches my attention as reasonably priced growth.Zoom's promising NPS, product optionality, and cheap FCF generation make it a prime sell-off stock to consider holding forever.DocuSignRounding out our trio of high NPS stocks is DocuSign ( DOCU 1.84% ) and its excellent score of +53. Led by its popular e-signature product, the company now has its eyes on expanding its broader Agreement Cloud offering.This Agreement Cloud consists of four key pillars: prepare, sign, act, and manage. As e-signature is by far DocuSign's most prominent product, it intends to use a land-and-expand business model to grow its sales.After getting its foot in the door with nearly 1.2 million customers thanks to its e-signature product, it now aims to build upon these relationships by offering anything and everything related to the agreement space.However, with DocuSign seeing its billings growth drop from 56% in fiscal 2021 to 37% in fiscal 2022, the market has sent the stock's price downward.It has also declined nearly 70% from its 52-week high, but this reaction from the market is starting to look overdone. Despite this slowdown in billings growth, DocuSign still posted 45% revenue growth last year and a good net dollar retention rate of 119% in the latest quarter.Net dollar retention measures how much DocuSign's existing customers grew their spending with anything above 100% showing expansion. As time passes, this metric will be vital to investors as it will highlight how the Agreement Cloud's growth is faring.Trading at 44 times free cash flow, DocuSign is the most expensive stock of this trio -- and the fastest growing. However, with its growth rate above its price to free cash flow, the stock still looks attractively priced after its sell-off and could be an excellent holding for long-term investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038331502,"gmtCreate":1646736726130,"gmtModify":1676534156475,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"Don't buy first. Wait... if it dips below $200 .. huat.&nbsp;","listText":"Don't buy first. Wait... if it dips below $200 .. huat.&nbsp;","text":"Don't buy first. Wait... if it dips below $200 .. huat.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038331502","repostId":"1101694670","repostType":2,"repost":{"id":"1101694670","pubTimestamp":1646705337,"share":"https://ttm.financial/m/news/1101694670?lang=&edition=fundamental","pubTime":"2022-03-08 10:08","market":"us","language":"en","title":"Why Did Nvidia's Stock Plummet on Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1101694670","media":"Motley Fool","summary":"Goldman Sachs kind of likes Nvidia -- but can't recommend buying it.","content":"<html><head></head><body><p><b>What happened</b></p><p>Shares of <b>Nvidia</b> stock fell off a cliff Monday morning, tumbling 6.9% by closed. That&#39;s actually a bit surprising though, given the news today:</p><p><b>Goldman Sachs</b> just reinitiated coverage of Nvidia.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c759aee336113c9ba1fe6119f13159fb\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><p><b>So what</b></p><p>What&#39;s more, Goldman Sachs didn&#39;t even diss the stock -- to the contrary, Goldman kind of likes Nvidia.</p><p>&#34;We continue to view Nvidia as an industry leader in accelerated computing,&#34; said the analyst, &#34;and expect the proliferation of [artificial intelligence and machine learning] to drive earnings growth and a valuation multiple that exceeds the industry average over the long-run.&#34;</p><p>Furthermore, Goldman sees a possible &#34;positive catalyst for the stock&#34; in Nvidia&#39;s upcoming annual Graphics Technology Conference (GTC 2022) to be held from March 21 to March 24. &#34;We expect management to unveil new products and provide more detail on its expanding SAM,&#34; said Goldman in a note covered by StreetInsider.com.</p><p><b>Now what</b></p><p>All that being said, Goldman Sachs warned that that at its current share price of $219 and change, &#34;risk/reward on the stock is fairly balanced on a 12-month basis.&#34;</p><p>For this reason, Goldman declined to recommend the semiconductors star, assigning Nvidia only a $245 price target and a neutral rating. Moreover, the company didn&#39;t give even a hint of being interested in changing its mind (or its rating) on Nvidia in the near future, saying instead, &#34;We await normalization in consumer GPU demand and/or a better entry point before turning more constructive on the stock.&#34;</p><p>And sad to say, I have to agree with Goldman Sachs on this one. Although it&#39;s true that Nvidia stock has gotten a lot cheaper -- losing about a third of its value over the last three months -- at a stock price currently 63 times trailing earnings, Nvidia still looks too expensive based on its projected 21% long-term annual earnings growth rate.</p><p>Simply put: A price-to-earnings growth ratio of 3 is too high a price to pay -- even for Nvidia.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Did Nvidia's Stock Plummet on Monday</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\">\nWhy Did Nvidia's Stock Plummet on Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-08 10:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/07/why-nvidia-stock-tanked-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedShares of Nvidia stock fell off a cliff Monday morning, tumbling 6.9% by closed. That's actually a bit surprising though, given the news today:Goldman Sachs just reinitiated coverage of ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/07/why-nvidia-stock-tanked-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2022/03/07/why-nvidia-stock-tanked-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101694670","content_text":"What happenedShares of Nvidia stock fell off a cliff Monday morning, tumbling 6.9% by closed. That's actually a bit surprising though, given the news today:Goldman Sachs just reinitiated coverage of Nvidia.Image source: Getty Images.So whatWhat's more, Goldman Sachs didn't even diss the stock -- to the contrary, Goldman kind of likes Nvidia.\"We continue to view Nvidia as an industry leader in accelerated computing,\" said the analyst, \"and expect the proliferation of [artificial intelligence and machine learning] to drive earnings growth and a valuation multiple that exceeds the industry average over the long-run.\"Furthermore, Goldman sees a possible \"positive catalyst for the stock\" in Nvidia's upcoming annual Graphics Technology Conference (GTC 2022) to be held from March 21 to March 24. \"We expect management to unveil new products and provide more detail on its expanding SAM,\" said Goldman in a note covered by StreetInsider.com.Now whatAll that being said, Goldman Sachs warned that that at its current share price of $219 and change, \"risk/reward on the stock is fairly balanced on a 12-month basis.\"For this reason, Goldman declined to recommend the semiconductors star, assigning Nvidia only a $245 price target and a neutral rating. Moreover, the company didn't give even a hint of being interested in changing its mind (or its rating) on Nvidia in the near future, saying instead, \"We await normalization in consumer GPU demand and/or a better entry point before turning more constructive on the stock.\"And sad to say, I have to agree with Goldman Sachs on this one. Although it's true that Nvidia stock has gotten a lot cheaper -- losing about a third of its value over the last three months -- at a stock price currently 63 times trailing earnings, Nvidia still looks too expensive based on its projected 21% long-term annual earnings growth rate.Simply put: A price-to-earnings growth ratio of 3 is too high a price to pay -- even for Nvidia.","news_type":1},"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038333711,"gmtCreate":1646736474970,"gmtModify":1676534156457,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"No such thing as too expensive for tech. All these losers most of the time writing nonsense. Pick a good company like NVDA, buy and hold for 3-5.","listText":"No such thing as too expensive for tech. All these losers most of the time writing nonsense. Pick a good company like NVDA, buy and hold for 3-5.","text":"No such thing as too expensive for tech. All these losers most of the time writing nonsense. Pick a good company like NVDA, buy and hold for 3-5.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038333711","repostId":"1101694670","repostType":2,"repost":{"id":"1101694670","pubTimestamp":1646705337,"share":"https://ttm.financial/m/news/1101694670?lang=&edition=fundamental","pubTime":"2022-03-08 10:08","market":"us","language":"en","title":"Why Did Nvidia's Stock Plummet on Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1101694670","media":"Motley Fool","summary":"Goldman Sachs kind of likes Nvidia -- but can't recommend buying it.","content":"<html><head></head><body><p><b>What happened</b></p><p>Shares of <b>Nvidia</b> stock fell off a cliff Monday morning, tumbling 6.9% by closed. That&#39;s actually a bit surprising though, given the news today:</p><p><b>Goldman Sachs</b> just reinitiated coverage of Nvidia.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c759aee336113c9ba1fe6119f13159fb\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><p><b>So what</b></p><p>What&#39;s more, Goldman Sachs didn&#39;t even diss the stock -- to the contrary, Goldman kind of likes Nvidia.</p><p>&#34;We continue to view Nvidia as an industry leader in accelerated computing,&#34; said the analyst, &#34;and expect the proliferation of [artificial intelligence and machine learning] to drive earnings growth and a valuation multiple that exceeds the industry average over the long-run.&#34;</p><p>Furthermore, Goldman sees a possible &#34;positive catalyst for the stock&#34; in Nvidia&#39;s upcoming annual Graphics Technology Conference (GTC 2022) to be held from March 21 to March 24. &#34;We expect management to unveil new products and provide more detail on its expanding SAM,&#34; said Goldman in a note covered by StreetInsider.com.</p><p><b>Now what</b></p><p>All that being said, Goldman Sachs warned that that at its current share price of $219 and change, &#34;risk/reward on the stock is fairly balanced on a 12-month basis.&#34;</p><p>For this reason, Goldman declined to recommend the semiconductors star, assigning Nvidia only a $245 price target and a neutral rating. Moreover, the company didn&#39;t give even a hint of being interested in changing its mind (or its rating) on Nvidia in the near future, saying instead, &#34;We await normalization in consumer GPU demand and/or a better entry point before turning more constructive on the stock.&#34;</p><p>And sad to say, I have to agree with Goldman Sachs on this one. Although it&#39;s true that Nvidia stock has gotten a lot cheaper -- losing about a third of its value over the last three months -- at a stock price currently 63 times trailing earnings, Nvidia still looks too expensive based on its projected 21% long-term annual earnings growth rate.</p><p>Simply put: A price-to-earnings growth ratio of 3 is too high a price to pay -- even for Nvidia.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Did Nvidia's Stock Plummet on Monday</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\">\nWhy Did Nvidia's Stock Plummet on Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-08 10:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/07/why-nvidia-stock-tanked-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedShares of Nvidia stock fell off a cliff Monday morning, tumbling 6.9% by closed. That's actually a bit surprising though, given the news today:Goldman Sachs just reinitiated coverage of ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/07/why-nvidia-stock-tanked-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2022/03/07/why-nvidia-stock-tanked-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101694670","content_text":"What happenedShares of Nvidia stock fell off a cliff Monday morning, tumbling 6.9% by closed. That's actually a bit surprising though, given the news today:Goldman Sachs just reinitiated coverage of Nvidia.Image source: Getty Images.So whatWhat's more, Goldman Sachs didn't even diss the stock -- to the contrary, Goldman kind of likes Nvidia.\"We continue to view Nvidia as an industry leader in accelerated computing,\" said the analyst, \"and expect the proliferation of [artificial intelligence and machine learning] to drive earnings growth and a valuation multiple that exceeds the industry average over the long-run.\"Furthermore, Goldman sees a possible \"positive catalyst for the stock\" in Nvidia's upcoming annual Graphics Technology Conference (GTC 2022) to be held from March 21 to March 24. \"We expect management to unveil new products and provide more detail on its expanding SAM,\" said Goldman in a note covered by StreetInsider.com.Now whatAll that being said, Goldman Sachs warned that that at its current share price of $219 and change, \"risk/reward on the stock is fairly balanced on a 12-month basis.\"For this reason, Goldman declined to recommend the semiconductors star, assigning Nvidia only a $245 price target and a neutral rating. Moreover, the company didn't give even a hint of being interested in changing its mind (or its rating) on Nvidia in the near future, saying instead, \"We await normalization in consumer GPU demand and/or a better entry point before turning more constructive on the stock.\"And sad to say, I have to agree with Goldman Sachs on this one. Although it's true that Nvidia stock has gotten a lot cheaper -- losing about a third of its value over the last three months -- at a stock price currently 63 times trailing earnings, Nvidia still looks too expensive based on its projected 21% long-term annual earnings growth rate.Simply put: A price-to-earnings growth ratio of 3 is too high a price to pay -- even for Nvidia.","news_type":1},"isVote":1,"tweetType":1,"viewCount":479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094866112,"gmtCreate":1645110728915,"gmtModify":1676533998513,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"Must be a fkin moron to sell off Nvdia.. i'm just buying more. Must be selling off to get more AMC andGME hahaha..","listText":"Must be a fkin moron to sell off Nvdia.. i'm just buying more. Must be selling off to get more AMC andGME hahaha..","text":"Must be a fkin moron to sell off Nvdia.. i'm just buying more. Must be selling off to get more AMC andGME hahaha..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094866112","repostId":"1154478372","repostType":4,"repost":{"id":"1154478372","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1645109247,"share":"https://ttm.financial/m/news/1154478372?lang=&edition=fundamental","pubTime":"2022-02-17 22:47","market":"us","language":"en","title":"Nvidia Shares Fell 6% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1154478372","media":"Tiger Newspress","summary":"Nvidia shares fell 6% in morning trading.In the “weird world” of Nvidia, investors’ expectations are","content":"<html><head></head><body><p>Nvidia shares fell 6% in morning trading.<img src=\"https://static.tigerbbs.com/90547422f5394190dca3cc70b2b764c8\" tg-width=\"717\" tg-height=\"610\" referrerpolicy=\"no-referrer\"/>In the “weird world” of Nvidia, investors’ expectations are always different than the consensus estimate, Vital Knowledge analyst Adam Crisafulli said in a note. Investors may have been looking for more upside, but within the next day or so, they’ll probably come back to the realization that Nvidia has “some of the best fundamental prospects in tech,” he said.</p><p>There were some weak spots last quarter. Sales of Nvidia’s auto chips were lower than projected. And its adjusted gross margin came in at 67% -- shy of the 67.1% analysts estimated and below what some chipmakers have reported recently. Analog Devices Inc. had a margin of 72% when it delivered its quarterly results earlier Wednesday.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Shares Fell 6% in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Shares Fell 6% in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-17 22:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia shares fell 6% in morning trading.<img src=\"https://static.tigerbbs.com/90547422f5394190dca3cc70b2b764c8\" tg-width=\"717\" tg-height=\"610\" referrerpolicy=\"no-referrer\"/>In the “weird world” of Nvidia, investors’ expectations are always different than the consensus estimate, Vital Knowledge analyst Adam Crisafulli said in a note. Investors may have been looking for more upside, but within the next day or so, they’ll probably come back to the realization that Nvidia has “some of the best fundamental prospects in tech,” he said.</p><p>There were some weak spots last quarter. Sales of Nvidia’s auto chips were lower than projected. And its adjusted gross margin came in at 67% -- shy of the 67.1% analysts estimated and below what some chipmakers have reported recently. Analog Devices Inc. had a margin of 72% when it delivered its quarterly results earlier Wednesday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154478372","content_text":"Nvidia shares fell 6% in morning trading.In the “weird world” of Nvidia, investors’ expectations are always different than the consensus estimate, Vital Knowledge analyst Adam Crisafulli said in a note. Investors may have been looking for more upside, but within the next day or so, they’ll probably come back to the realization that Nvidia has “some of the best fundamental prospects in tech,” he said.There were some weak spots last quarter. Sales of Nvidia’s auto chips were lower than projected. And its adjusted gross margin came in at 67% -- shy of the 67.1% analysts estimated and below what some chipmakers have reported recently. Analog Devices Inc. had a margin of 72% when it delivered its quarterly results earlier Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583044537429562","authorId":"3583044537429562","name":"Mr Mooney","avatar":"https://community-static.tradeup.com/news/6836340f20d36afa666f6d8d4b0a929d","crmLevel":5,"crmLevelSwitch":0,"idStr":"3583044537429562","authorIdStr":"3583044537429562"},"content":"me too keep buying. but price is keep dropping.....don't know why?","text":"me too keep buying. but price is keep dropping.....don't know why?","html":"me too keep buying. but price is keep dropping.....don't know why?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094149770,"gmtCreate":1645096305745,"gmtModify":1676533996359,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Never listen to YouTuber without doing own research. Tom Nash, Chicken Gang, all were preaching PLTR until they didn't. Buy below $10 , small amount and leave it.&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Never listen to YouTuber without doing own research. Tom Nash, Chicken Gang, all were preaching PLTR until they didn't. Buy below $10 , small amount and leave it.&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$Never listen to YouTuber without doing own research. Tom Nash, Chicken Gang, all were preaching PLTR until they didn't. Buy below $10 , small amount and leave it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094149770","isVote":1,"tweetType":1,"viewCount":2503,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4099438771799910","authorId":"4099438771799910","name":"Alfe","avatar":"https://static.tigerbbs.com/cff5afa7fc47ab8ab42f494d53639e71","crmLevel":3,"crmLevelSwitch":0,"idStr":"4099438771799910","authorIdStr":"4099438771799910"},"content":"I never think listening blindly is good. But I can say in long term they might be right and as investors we have to do the due dilligence ourselves or face the consequences","text":"I never think listening blindly is good. But I can say in long term they might be right and as investors we have to do the due dilligence ourselves or face the consequences","html":"I never think listening blindly is good. But I can say in long term they might be right and as investors we have to do the due dilligence ourselves or face the consequences"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098711352,"gmtCreate":1644229705181,"gmtModify":1676533901729,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"Lol.. still wanna invest in China stock.","listText":"Lol.. still wanna invest in China stock.","text":"Lol.. still wanna invest in China stock.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098711352","repostId":"2209329037","repostType":2,"repost":{"id":"2209329037","pubTimestamp":1644202772,"share":"https://ttm.financial/m/news/2209329037?lang=&edition=fundamental","pubTime":"2022-02-07 10:59","market":"us","language":"en","title":"Alibaba SEC Filing May Signal SoftBank Plans to Sell, Citi Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2209329037","media":"Bloomberg","summary":"Alibaba Group Holding Ltd. registered one billion American depositary shares that hadn’t been regist","content":"<html><head></head><body><p>Alibaba Group Holding Ltd. registered one billion American depositary shares that hadn’t been registered before, suggesting SoftBank Group Corp. may intend to sell some of its shares.</p><p>Japan’s SoftBank backed Alibaba before its initial public offering so a large portion of its holdings in the company are not registered as ADSs, Citigroup Inc. analysts including Alicia Yap wrote in a note. SoftBank owns 5.39 billion ordinary shares of Alibaba, equivalent to 673.76 million ADSs, or a 24.8% stake, according to Citi’s calculations.</p><p>Alibaba’s Hong Kong shares dropped as much as 4.6%, leading declines of the Hang Seng Index. SoftBank’s stock rose as much as 5.4% in Tokyo.</p><p>Masayoshi Son’s SoftBank has been under pressure in recent months as the value of many portfolio companies have slid with the technology downturn. SoftBank’s shares have tumbled about 50% from their peak last year with the decline in the value of holdings, including Didi Global Inc., One 97 Communications Ltd. and DoorDash Inc.</p><p>SoftBank, which reports earnings Tuesday, has used buybacks in the past to bolster its own stock. Alibaba is by far its most valuable holding.</p><p>A representative for SoftBank wasn’t immediately available for comment.</p><p>The Alibaba filing with the U.S. Securities and Exchange Commission will allow the company’s stockholders whose shares have never been registered with the SEC to have the flexibility to sell their shares, Citi said. The registration could also cover the company’s need to issue new shares for the employee equity incentive plan.</p><p>Alibaba registered about 2 billion ADSs when the company conducted its IPO in the U.S. in 2014.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba SEC Filing May Signal SoftBank Plans to Sell, Citi Says</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\">\nAlibaba SEC Filing May Signal SoftBank Plans to Sell, Citi Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-07 10:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-02-07/alibaba-sec-filing-may-signal-softbank-plans-to-sell-citi-says?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba Group Holding Ltd. registered one billion American depositary shares that hadn’t been registered before, suggesting SoftBank Group Corp. may intend to sell some of its shares.Japan’s SoftBank ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-02-07/alibaba-sec-filing-may-signal-softbank-plans-to-sell-citi-says?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4207":"综合性银行","09988":"阿里巴巴-W","BK4132":"无线电信业务","BK4534":"瑞士信贷持仓","BABA":"阿里巴巴","BK4504":"桥水持仓","DASH":"DoorDash, Inc.","C":"花旗","BK4566":"资本集团","SFTBY":"软银集团"},"source_url":"https://www.bloomberg.com/news/articles/2022-02-07/alibaba-sec-filing-may-signal-softbank-plans-to-sell-citi-says?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2209329037","content_text":"Alibaba Group Holding Ltd. registered one billion American depositary shares that hadn’t been registered before, suggesting SoftBank Group Corp. may intend to sell some of its shares.Japan’s SoftBank backed Alibaba before its initial public offering so a large portion of its holdings in the company are not registered as ADSs, Citigroup Inc. analysts including Alicia Yap wrote in a note. SoftBank owns 5.39 billion ordinary shares of Alibaba, equivalent to 673.76 million ADSs, or a 24.8% stake, according to Citi’s calculations.Alibaba’s Hong Kong shares dropped as much as 4.6%, leading declines of the Hang Seng Index. SoftBank’s stock rose as much as 5.4% in Tokyo.Masayoshi Son’s SoftBank has been under pressure in recent months as the value of many portfolio companies have slid with the technology downturn. SoftBank’s shares have tumbled about 50% from their peak last year with the decline in the value of holdings, including Didi Global Inc., One 97 Communications Ltd. and DoorDash Inc.SoftBank, which reports earnings Tuesday, has used buybacks in the past to bolster its own stock. Alibaba is by far its most valuable holding.A representative for SoftBank wasn’t immediately available for comment.The Alibaba filing with the U.S. Securities and Exchange Commission will allow the company’s stockholders whose shares have never been registered with the SEC to have the flexibility to sell their shares, Citi said. The registration could also cover the company’s need to issue new shares for the employee equity incentive plan.Alibaba registered about 2 billion ADSs when the company conducted its IPO in the U.S. in 2014.","news_type":1},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099210591,"gmtCreate":1643364023271,"gmtModify":1676533811290,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"P/E ratio means little for tech stocks. Easily $350 in next 12 mths&nbsp;","listText":"P/E ratio means little for tech stocks. Easily $350 in next 12 mths&nbsp;","text":"P/E ratio means little for tech stocks. Easily $350 in next 12 mths","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099210591","repostId":"1143068589","repostType":2,"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090373423,"gmtCreate":1643101361810,"gmtModify":1676533774047,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"No matter what I will keep buying. This isn't meme stock garbage or pandemic poster boy. Follow my advice, thank me in 2023","listText":"No matter what I will keep buying. This isn't meme stock garbage or pandemic poster boy. Follow my advice, thank me in 2023","text":"No matter what I will keep buying. This isn't meme stock garbage or pandemic poster boy. Follow my advice, thank me in 2023","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090373423","repostId":"1101391860","repostType":4,"repost":{"id":"1101391860","pubTimestamp":1643070481,"share":"https://ttm.financial/m/news/1101391860?lang=&edition=fundamental","pubTime":"2022-01-25 08:28","market":"us","language":"en","title":"Nvidia Stock: Looking for Opportunity Amid the Decline","url":"https://stock-news.laohu8.com/highlight/detail?id=1101391860","media":"TheStreet","summary":"Nvidia stock is getting into potential bargain territory, down almost 40% from the highs. Here's whe","content":"<html><head></head><body><p>Nvidia stock is getting into potential bargain territory, down almost 40% from the highs. Here&#39;s where support may be.</p><p>It’s been an ugly stretch for the stock market, but it may be time to start looking for some opportunities in high-quality holdings.</p><p>One such holding may be Nvidia.</p><p>Of course, there’s nothing wrong with Advanced Micro Devices either, but it’s hard to deny the long-term potential that’s still present in Nvidia.</p><p>It’s a high-quality, high-margin, high-growth company that caters to multiple end-markets that boast secular growth.</p><p>In this type of climate — where the S&amp;P 500 is in correction territory and the Nasdaq is down 18.6% from the high — it can be hard to be a buyer. It may very well prove to be too early to buy, too.</p><p>Last week alone, the S&amp;P 500’s best session was a 0.97% <i>loss</i>. I think that helps put things in perspective a bit.</p><p>When we look at Nvidia though, we’re talking about a stock that was hitting new all-time highs in November, but is now down almost 40% from the highs.</p><p><b>Trading Nvidia Stock</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc41d13b7d0ab5bcdde023d6141e46cc\" tg-width=\"1139\" tg-height=\"811\" width=\"100%\" height=\"auto\"/><span>Daily chart of Nvidia stock.</span></p><p>Nvidia stock is working on its fifth straight down week and its ninth weekly loss in the last 10 weeks.</p><p>Granted, it’s only Monday and it’s a long week. So Nvidia could close the week higher, but that doesn’t change the fact that this high-quality holding is down considerably over the last few months.</p><p>At today’s low, Nvidia shares were down 38.5% from the highs and giving bulls the first test of the 200-day moving average since March 2021.</p><p>If Nvidia can’t find its footing around the 200-day moving average (having already cut below the weekly VWAP measure), there is another layer of support just below current levels.</p><p>Specifically, I am watching the 50-week moving average currently near $208, followed by the fourth-quarter low at $195.55.</p><p>The $200 area was also notable, in that it was resistance in the second and third quarters, but support in the fourth quarter.</p><p>Is it possible for Nvidia stock to fully break down and trade significantly lower?</p><p>Of course! If the stock market goes into a full-blown roaring bear market, then Nvidia is going lower. There’s no other way to look at it.</p><p>However, for those that have been itching for a position in this name and felt like they missed Nvidia stock a few months ago, here’s an opportunity. Shares are down between 38% and 44% and into some notable areas of potential support, offering longer-term bulls a chance to nibble.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock: Looking for Opportunity Amid the Decline</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock: Looking for Opportunity Amid the Decline\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-25 08:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/buy-the-dip-in-nvidia-nvda-stock-bargain-hunting><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia stock is getting into potential bargain territory, down almost 40% from the highs. Here's where support may be.It’s been an ugly stretch for the stock market, but it may be time to start ...</p>\n\n<a href=\"https://www.thestreet.com/investing/buy-the-dip-in-nvidia-nvda-stock-bargain-hunting\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.thestreet.com/investing/buy-the-dip-in-nvidia-nvda-stock-bargain-hunting","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101391860","content_text":"Nvidia stock is getting into potential bargain territory, down almost 40% from the highs. Here's where support may be.It’s been an ugly stretch for the stock market, but it may be time to start looking for some opportunities in high-quality holdings.One such holding may be Nvidia.Of course, there’s nothing wrong with Advanced Micro Devices either, but it’s hard to deny the long-term potential that’s still present in Nvidia.It’s a high-quality, high-margin, high-growth company that caters to multiple end-markets that boast secular growth.In this type of climate — where the S&P 500 is in correction territory and the Nasdaq is down 18.6% from the high — it can be hard to be a buyer. It may very well prove to be too early to buy, too.Last week alone, the S&P 500’s best session was a 0.97% loss. I think that helps put things in perspective a bit.When we look at Nvidia though, we’re talking about a stock that was hitting new all-time highs in November, but is now down almost 40% from the highs.Trading Nvidia StockDaily chart of Nvidia stock.Nvidia stock is working on its fifth straight down week and its ninth weekly loss in the last 10 weeks.Granted, it’s only Monday and it’s a long week. So Nvidia could close the week higher, but that doesn’t change the fact that this high-quality holding is down considerably over the last few months.At today’s low, Nvidia shares were down 38.5% from the highs and giving bulls the first test of the 200-day moving average since March 2021.If Nvidia can’t find its footing around the 200-day moving average (having already cut below the weekly VWAP measure), there is another layer of support just below current levels.Specifically, I am watching the 50-week moving average currently near $208, followed by the fourth-quarter low at $195.55.The $200 area was also notable, in that it was resistance in the second and third quarters, but support in the fourth quarter.Is it possible for Nvidia stock to fully break down and trade significantly lower?Of course! If the stock market goes into a full-blown roaring bear market, then Nvidia is going lower. There’s no other way to look at it.However, for those that have been itching for a position in this name and felt like they missed Nvidia stock a few months ago, here’s an opportunity. Shares are down between 38% and 44% and into some notable areas of potential support, offering longer-term bulls a chance to nibble.","news_type":1},"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9094149770,"gmtCreate":1645096305745,"gmtModify":1676533996359,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Never listen to YouTuber without doing own research. Tom Nash, Chicken Gang, all were preaching PLTR until they didn't. Buy below $10 , small amount and leave it.&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Never listen to YouTuber without doing own research. Tom Nash, Chicken Gang, all were preaching PLTR until they didn't. Buy below $10 , small amount and leave it.&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$Never listen to YouTuber without doing own research. Tom Nash, Chicken Gang, all were preaching PLTR until they didn't. Buy below $10 , small amount and leave it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094149770","isVote":1,"tweetType":1,"viewCount":2503,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4099438771799910","authorId":"4099438771799910","name":"Alfe","avatar":"https://static.tigerbbs.com/cff5afa7fc47ab8ab42f494d53639e71","crmLevel":3,"crmLevelSwitch":0,"idStr":"4099438771799910","authorIdStr":"4099438771799910"},"content":"I never think listening blindly is good. But I can say in long term they might be right and as investors we have to do the due dilligence ourselves or face the consequences","text":"I never think listening blindly is good. But I can say in long term they might be right and as investors we have to do the due dilligence ourselves or face the consequences","html":"I never think listening blindly is good. But I can say in long term they might be right and as investors we have to do the due dilligence ourselves or face the consequences"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9066377538,"gmtCreate":1651867257124,"gmtModify":1676534985975,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>When MOASS? 🤡","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>When MOASS? 🤡","text":"$AMC Entertainment(AMC)$When MOASS? 🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9066377538","isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818572817,"gmtCreate":1630422480439,"gmtModify":1676530300302,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"I think can buy. See tipranks rating alot of top investors mention upside.","listText":"I think can buy. See tipranks rating alot of top investors mention upside.","text":"I think can buy. See tipranks rating alot of top investors mention upside.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/818572817","repostId":"1155259610","repostType":4,"repost":{"id":"1155259610","pubTimestamp":1630421174,"share":"https://ttm.financial/m/news/1155259610?lang=&edition=fundamental","pubTime":"2021-08-31 22:46","market":"us","language":"en","title":"ZM Stock Alert: 8 Reasons Why Zoom Video Is Tumbling Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1155259610","media":"investorplace","summary":"Zoom Video Communications(NASDAQ:ZM) stock is taking a beating on Tuesday following the release of t","content":"<p><b>Zoom Video Communications</b>(NASDAQ:<b><u>ZM</u></b>) stock is taking a beating on Tuesday following the release of the company’s earnings report for the second quarter of fiscal 2022.</p>\n<p>Let’s dive into that earnings report below to see what has ZM stock falling today.</p>\n<ul>\n <li>The biggest problem facing Zoom Video this morning is its guidance for the upcoming quarter.</li>\n <li>That begins with an outlook for Q3 that includes&nbsp;adjusted earnings per share of $1.07 to $1.08.</li>\n <li>This would have it missing Wall Street’s estimate of $1.09 for the quarter.</li>\n <li>There’s also the fact that Zoom Video is seeing slower growth now that lockdowns are coming to an end.</li>\n <li>That’s a result of schools and businesses using the company’s services less and less to hold virtual meetings.</li>\n <li>These are pulling down an otherwise solid earnings report for the company.</li>\n <li>Its adjusted earnings per share for the current quarter was $1.36, which beat out Wall Street’s estimate of $1.16.</li>\n <li>Revenue of $1.02 billion was also better than the $990.96 million that analysts were expecting.</li>\n</ul>\n<p>Eric Yuan, founder and CEO of Zoom Video, said the following in the earnings report affecting ZM stock today.</p>\n<blockquote>\n “In Q2, we achieved our first billion dollar revenue quarter while delivering strong profitability and cash flow. Q2 also marked several milestones on our expansion beyond the UC platform. We launched Zoom Apps, bringing over 50 apps directly into the Zoom experience, and Zoom Events, an all-in-one digital events service.”\n</blockquote>\n<p>It’s also worth pointing out that ZM stock is seeing heavy trading alongside this news. As of this writing, more than 15 million shares of the stock have changed hands. That’s a significant increase over its daily average trading volume of about 3.2 million shares.</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>ZM Stock Alert: 8 Reasons Why Zoom Video Is Tumbling Today</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\">\nZM Stock Alert: 8 Reasons Why Zoom Video Is Tumbling Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-31 22:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/08/zm-stock-alert-8-reasons-why-zoom-video-is-tumbling-today/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Zoom Video Communications(NASDAQ:ZM) stock is taking a beating on Tuesday following the release of the company’s earnings report for the second quarter of fiscal 2022.\nLet’s dive into that earnings ...</p>\n\n<a href=\"https://investorplace.com/2021/08/zm-stock-alert-8-reasons-why-zoom-video-is-tumbling-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://investorplace.com/2021/08/zm-stock-alert-8-reasons-why-zoom-video-is-tumbling-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155259610","content_text":"Zoom Video Communications(NASDAQ:ZM) stock is taking a beating on Tuesday following the release of the company’s earnings report for the second quarter of fiscal 2022.\nLet’s dive into that earnings report below to see what has ZM stock falling today.\n\nThe biggest problem facing Zoom Video this morning is its guidance for the upcoming quarter.\nThat begins with an outlook for Q3 that includes adjusted earnings per share of $1.07 to $1.08.\nThis would have it missing Wall Street’s estimate of $1.09 for the quarter.\nThere’s also the fact that Zoom Video is seeing slower growth now that lockdowns are coming to an end.\nThat’s a result of schools and businesses using the company’s services less and less to hold virtual meetings.\nThese are pulling down an otherwise solid earnings report for the company.\nIts adjusted earnings per share for the current quarter was $1.36, which beat out Wall Street’s estimate of $1.16.\nRevenue of $1.02 billion was also better than the $990.96 million that analysts were expecting.\n\nEric Yuan, founder and CEO of Zoom Video, said the following in the earnings report affecting ZM stock today.\n\n “In Q2, we achieved our first billion dollar revenue quarter while delivering strong profitability and cash flow. Q2 also marked several milestones on our expansion beyond the UC platform. We launched Zoom Apps, bringing over 50 apps directly into the Zoom experience, and Zoom Events, an all-in-one digital events service.”\n\nIt’s also worth pointing out that ZM stock is seeing heavy trading alongside this news. As of this writing, more than 15 million shares of the stock have changed hands. That’s a significant increase over its daily average trading volume of about 3.2 million shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377875880,"gmtCreate":1619519479940,"gmtModify":1704725289462,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"Tesla disappoint? What you smoking bro..","listText":"Tesla disappoint? What you smoking bro..","text":"Tesla disappoint? What you smoking bro..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377875880","repostId":"1152045902","repostType":4,"repost":{"id":"1152045902","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619514900,"share":"https://ttm.financial/m/news/1152045902?lang=&edition=fundamental","pubTime":"2021-04-27 17:15","market":"us","language":"en","title":"Tesla fell more than 3% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1152045902","media":"Tiger Newspress","summary":"5:15 EST,Tesla fell more than 3% in premarket trading.Tesla Disappoints With Q1 Results.After the be","content":"<p>5:15 EST,Tesla fell more than 3%&nbsp;in premarket trading.Tesla Disappoints With Q1 Results.</p><p><img src=\"https://static.tigerbbs.com/80954e920941d820b31d99e675cba192\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p>After the bell on Monday, we received first quarter results from electric vehicle maker Tesla (TSLA), seen inthis investor letter. With the stock having traded sideways this year after a massive rally in 2020, the street was looking for solid results and a major production update to get shares going again. Unfortunately, it was another quarter where the overall results were rather lackluster, which sent shares lower.</p><p>Tesla reported revenues of about $10.39 billion, which some sites are going to report as a headline beat. If you use a site like Bloomberg, it will bea miss comparedto a street average of $10.42 billion. As you can see in the graphic below, a number of sites also had a \"low\" estimate of $8.20 billion, which is either an analyst that hasn't updated in a while or a number that was put there to bring the overall average down by about $100 million.</p><p><img src=\"https://static.tigerbbs.com/25199bcab2e73e09054f82c43f083f59\" tg-width=\"640\" tg-height=\"62\" referrerpolicy=\"no-referrer\"></p><p>(<i>Source: Seeking Alpha Tesla estimates page,seen here)</i></p><p>As I mentioned inmy earnings preview article, I wouldn't be concerned with the revenue number unless there was a major outlier. Well, that turned out to be the case, because regulatory credit sales soared to $518 million, whereas most expectations called for them to be down from Q4 levels. Excluding these credit sales, Tesla's average selling price per vehicle delivered declined by $3,444, primarily as there were no deliveries of the new S/X vehicles. Tesla's energy revenues also dropped significantly over Q4 levels, which also resulted in that division reporting terrible margins.</p><p>Tesla's automotive margins rose by 240 basis points quarter over quarter, although almost half of that was due to the increase in credit sales. The company did, however, report a lot more operating expenses than most were expecting, primarily due to another CEO award milestone becoming probable. Management also took advantage of the rise in bitcoin to pad the bottom line, reporting a $101 million gain from Bitcoin sales (reported in the other opex line below). The table below shows Tesla's overall results compared to my three cases as well as Q4 results.</p><p><img src=\"https://static.tigerbbs.com/316d4a8918cede4aafd50bce8a3c2941\" tg-width=\"640\" tg-height=\"576\" referrerpolicy=\"no-referrer\"></p><p>If you take out the regulatory credit revenue and Bitcoin gains, Tesla's pre-tax result was an $86 million loss. It turned out that my GAAP EPS estimate was just a penny off, where I had too much product costs but not enough operating costs. The second half of that flowed through to non-GAAP results thanks to that CEO award resulting in a lot more stock-based compensation. Overall, these results were not as strong as many were looking for, which is part of the reason why the stock dipped about 2% in initial after-hours trading.</p><p>The second key I talked about in my earnings preview was Tesla's production and its yearly forecast. There had been a lot of talk recently about thecompany potentially talking abouta million units of production this year. However, management did not really update its forecast in the investor letter, only talking about its plan to exceed 50% growth in deliveries this year. In the table below, you can see how the company's installed capacity has trended, but I will note that there was no unit increase from the Q4 report.</p><p>(The \"actual / 4-qtr production\" figure is based on the latest quarter's production divided by the 4-qtr rolling average, so Q1 2021's 88.24% figure comes from the 180,338 units divided by the 204,375 rolling average.<i>Source: Tesla quarterly reports on IR site,seen here)</i></p><p>New Model S vehicle deliveries should start shortly, as opposed to Elon Musk's previous comments for them starting in February of this year. The first model Y units from Texas and Berlin should be delivered by the end of the year, along with the Semi. However, I should note that up until this weekend, Tesla's European sites showed Model Y production starting \"mid-year\", so this is a bit of a push back from that forecast.</p><p>When we look at the balance sheet, Tesla reported a $2.2 billion decrease in its cash and cash equivalents in Q1 to $17.1 billion. This was mainly due to $1.2 billion net outflows in both debt as well as Bitcoin. This was partially offset by $293 million in free cash flow. However, just as we've seen in the past, accounts payable and accrued liabilities rose by $815 million, so Tesla would have not been free cash flow positive if it had paid some more of its bills during the quarter. Usually, this is function of rising production, but that barely happened in Q1 plus we had much lower costing vehicles accounting for a larger percentage of production with no new Model S/X units produced. Accounts receivable also increased very slightly over Q4 levels despite the sequential decline in revenues of more than $350 million.</p><p>It will be interesting to see the reaction to this report, more than just an hour or so of after-hours trading where shares are down about $16 to $722. As the chart below shows, the stock has recently regained the 50-day moving average, which could provide some support. However, that key technical level is still declining, which could set up the dreaded death cross in a month or so if the current trend continues.</p><p>In the end, Tesla's Q1 results were a bit disappointing. Revenues were basically in line with most expectations, but that was as a result of the largest quarter ever of regulatory credit sales. Excluding those highly profitable sales as well as some Bitcoin gains, Tesla would have lost money for the quarter. Also, management did not provide the big guidance boost many were hoping for, and the stock dipped about 2% in the after-hours session. Once we get the 10-Q filing and can fully digest all of the numbers, I'll be back with some thoughts on what to do with shares moving forward.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla fell more than 3% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla fell more than 3% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-04-27 17:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5:15 EST,Tesla fell more than 3%&nbsp;in premarket trading.Tesla Disappoints With Q1 Results.</p><p><img src=\"https://static.tigerbbs.com/80954e920941d820b31d99e675cba192\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p>After the bell on Monday, we received first quarter results from electric vehicle maker Tesla (TSLA), seen inthis investor letter. With the stock having traded sideways this year after a massive rally in 2020, the street was looking for solid results and a major production update to get shares going again. Unfortunately, it was another quarter where the overall results were rather lackluster, which sent shares lower.</p><p>Tesla reported revenues of about $10.39 billion, which some sites are going to report as a headline beat. If you use a site like Bloomberg, it will bea miss comparedto a street average of $10.42 billion. As you can see in the graphic below, a number of sites also had a \"low\" estimate of $8.20 billion, which is either an analyst that hasn't updated in a while or a number that was put there to bring the overall average down by about $100 million.</p><p><img src=\"https://static.tigerbbs.com/25199bcab2e73e09054f82c43f083f59\" tg-width=\"640\" tg-height=\"62\" referrerpolicy=\"no-referrer\"></p><p>(<i>Source: Seeking Alpha Tesla estimates page,seen here)</i></p><p>As I mentioned inmy earnings preview article, I wouldn't be concerned with the revenue number unless there was a major outlier. Well, that turned out to be the case, because regulatory credit sales soared to $518 million, whereas most expectations called for them to be down from Q4 levels. Excluding these credit sales, Tesla's average selling price per vehicle delivered declined by $3,444, primarily as there were no deliveries of the new S/X vehicles. Tesla's energy revenues also dropped significantly over Q4 levels, which also resulted in that division reporting terrible margins.</p><p>Tesla's automotive margins rose by 240 basis points quarter over quarter, although almost half of that was due to the increase in credit sales. The company did, however, report a lot more operating expenses than most were expecting, primarily due to another CEO award milestone becoming probable. Management also took advantage of the rise in bitcoin to pad the bottom line, reporting a $101 million gain from Bitcoin sales (reported in the other opex line below). The table below shows Tesla's overall results compared to my three cases as well as Q4 results.</p><p><img src=\"https://static.tigerbbs.com/316d4a8918cede4aafd50bce8a3c2941\" tg-width=\"640\" tg-height=\"576\" referrerpolicy=\"no-referrer\"></p><p>If you take out the regulatory credit revenue and Bitcoin gains, Tesla's pre-tax result was an $86 million loss. It turned out that my GAAP EPS estimate was just a penny off, where I had too much product costs but not enough operating costs. The second half of that flowed through to non-GAAP results thanks to that CEO award resulting in a lot more stock-based compensation. Overall, these results were not as strong as many were looking for, which is part of the reason why the stock dipped about 2% in initial after-hours trading.</p><p>The second key I talked about in my earnings preview was Tesla's production and its yearly forecast. There had been a lot of talk recently about thecompany potentially talking abouta million units of production this year. However, management did not really update its forecast in the investor letter, only talking about its plan to exceed 50% growth in deliveries this year. In the table below, you can see how the company's installed capacity has trended, but I will note that there was no unit increase from the Q4 report.</p><p>(The \"actual / 4-qtr production\" figure is based on the latest quarter's production divided by the 4-qtr rolling average, so Q1 2021's 88.24% figure comes from the 180,338 units divided by the 204,375 rolling average.<i>Source: Tesla quarterly reports on IR site,seen here)</i></p><p>New Model S vehicle deliveries should start shortly, as opposed to Elon Musk's previous comments for them starting in February of this year. The first model Y units from Texas and Berlin should be delivered by the end of the year, along with the Semi. However, I should note that up until this weekend, Tesla's European sites showed Model Y production starting \"mid-year\", so this is a bit of a push back from that forecast.</p><p>When we look at the balance sheet, Tesla reported a $2.2 billion decrease in its cash and cash equivalents in Q1 to $17.1 billion. This was mainly due to $1.2 billion net outflows in both debt as well as Bitcoin. This was partially offset by $293 million in free cash flow. However, just as we've seen in the past, accounts payable and accrued liabilities rose by $815 million, so Tesla would have not been free cash flow positive if it had paid some more of its bills during the quarter. Usually, this is function of rising production, but that barely happened in Q1 plus we had much lower costing vehicles accounting for a larger percentage of production with no new Model S/X units produced. Accounts receivable also increased very slightly over Q4 levels despite the sequential decline in revenues of more than $350 million.</p><p>It will be interesting to see the reaction to this report, more than just an hour or so of after-hours trading where shares are down about $16 to $722. As the chart below shows, the stock has recently regained the 50-day moving average, which could provide some support. However, that key technical level is still declining, which could set up the dreaded death cross in a month or so if the current trend continues.</p><p>In the end, Tesla's Q1 results were a bit disappointing. Revenues were basically in line with most expectations, but that was as a result of the largest quarter ever of regulatory credit sales. Excluding those highly profitable sales as well as some Bitcoin gains, Tesla would have lost money for the quarter. Also, management did not provide the big guidance boost many were hoping for, and the stock dipped about 2% in the after-hours session. Once we get the 10-Q filing and can fully digest all of the numbers, I'll be back with some thoughts on what to do with shares moving forward.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152045902","content_text":"5:15 EST,Tesla fell more than 3% in premarket trading.Tesla Disappoints With Q1 Results.After the bell on Monday, we received first quarter results from electric vehicle maker Tesla (TSLA), seen inthis investor letter. With the stock having traded sideways this year after a massive rally in 2020, the street was looking for solid results and a major production update to get shares going again. Unfortunately, it was another quarter where the overall results were rather lackluster, which sent shares lower.Tesla reported revenues of about $10.39 billion, which some sites are going to report as a headline beat. If you use a site like Bloomberg, it will bea miss comparedto a street average of $10.42 billion. As you can see in the graphic below, a number of sites also had a \"low\" estimate of $8.20 billion, which is either an analyst that hasn't updated in a while or a number that was put there to bring the overall average down by about $100 million.(Source: Seeking Alpha Tesla estimates page,seen here)As I mentioned inmy earnings preview article, I wouldn't be concerned with the revenue number unless there was a major outlier. Well, that turned out to be the case, because regulatory credit sales soared to $518 million, whereas most expectations called for them to be down from Q4 levels. Excluding these credit sales, Tesla's average selling price per vehicle delivered declined by $3,444, primarily as there were no deliveries of the new S/X vehicles. Tesla's energy revenues also dropped significantly over Q4 levels, which also resulted in that division reporting terrible margins.Tesla's automotive margins rose by 240 basis points quarter over quarter, although almost half of that was due to the increase in credit sales. The company did, however, report a lot more operating expenses than most were expecting, primarily due to another CEO award milestone becoming probable. Management also took advantage of the rise in bitcoin to pad the bottom line, reporting a $101 million gain from Bitcoin sales (reported in the other opex line below). The table below shows Tesla's overall results compared to my three cases as well as Q4 results.If you take out the regulatory credit revenue and Bitcoin gains, Tesla's pre-tax result was an $86 million loss. It turned out that my GAAP EPS estimate was just a penny off, where I had too much product costs but not enough operating costs. The second half of that flowed through to non-GAAP results thanks to that CEO award resulting in a lot more stock-based compensation. Overall, these results were not as strong as many were looking for, which is part of the reason why the stock dipped about 2% in initial after-hours trading.The second key I talked about in my earnings preview was Tesla's production and its yearly forecast. There had been a lot of talk recently about thecompany potentially talking abouta million units of production this year. However, management did not really update its forecast in the investor letter, only talking about its plan to exceed 50% growth in deliveries this year. In the table below, you can see how the company's installed capacity has trended, but I will note that there was no unit increase from the Q4 report.(The \"actual / 4-qtr production\" figure is based on the latest quarter's production divided by the 4-qtr rolling average, so Q1 2021's 88.24% figure comes from the 180,338 units divided by the 204,375 rolling average.Source: Tesla quarterly reports on IR site,seen here)New Model S vehicle deliveries should start shortly, as opposed to Elon Musk's previous comments for them starting in February of this year. The first model Y units from Texas and Berlin should be delivered by the end of the year, along with the Semi. However, I should note that up until this weekend, Tesla's European sites showed Model Y production starting \"mid-year\", so this is a bit of a push back from that forecast.When we look at the balance sheet, Tesla reported a $2.2 billion decrease in its cash and cash equivalents in Q1 to $17.1 billion. This was mainly due to $1.2 billion net outflows in both debt as well as Bitcoin. This was partially offset by $293 million in free cash flow. However, just as we've seen in the past, accounts payable and accrued liabilities rose by $815 million, so Tesla would have not been free cash flow positive if it had paid some more of its bills during the quarter. Usually, this is function of rising production, but that barely happened in Q1 plus we had much lower costing vehicles accounting for a larger percentage of production with no new Model S/X units produced. Accounts receivable also increased very slightly over Q4 levels despite the sequential decline in revenues of more than $350 million.It will be interesting to see the reaction to this report, more than just an hour or so of after-hours trading where shares are down about $16 to $722. As the chart below shows, the stock has recently regained the 50-day moving average, which could provide some support. However, that key technical level is still declining, which could set up the dreaded death cross in a month or so if the current trend continues.In the end, Tesla's Q1 results were a bit disappointing. Revenues were basically in line with most expectations, but that was as a result of the largest quarter ever of regulatory credit sales. Excluding those highly profitable sales as well as some Bitcoin gains, Tesla would have lost money for the quarter. Also, management did not provide the big guidance boost many were hoping for, and the stock dipped about 2% in the after-hours session. Once we get the 10-Q filing and can fully digest all of the numbers, I'll be back with some thoughts on what to do with shares moving forward.","news_type":1},"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021281321,"gmtCreate":1653059552563,"gmtModify":1676535216529,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>$300 fair value. Look at thebloody P/E ratio","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>$300 fair value. Look at thebloody P/E ratio","text":"$Tesla Motors(TSLA)$$300 fair value. Look at thebloody P/E ratio","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021281321","isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012629339,"gmtCreate":1649328148574,"gmtModify":1676534492100,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"Escape your put trap if you sold one and ITM. Gogogo","listText":"Escape your put trap if you sold one and ITM. Gogogo","text":"Escape your put trap if you sold one and ITM. Gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012629339","repostId":"1125321745","repostType":2,"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094866112,"gmtCreate":1645110728915,"gmtModify":1676533998513,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"Must be a fkin moron to sell off Nvdia.. i'm just buying more. Must be selling off to get more AMC andGME hahaha..","listText":"Must be a fkin moron to sell off Nvdia.. i'm just buying more. Must be selling off to get more AMC andGME hahaha..","text":"Must be a fkin moron to sell off Nvdia.. i'm just buying more. Must be selling off to get more AMC andGME hahaha..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094866112","repostId":"1154478372","repostType":4,"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583044537429562","authorId":"3583044537429562","name":"Mr Mooney","avatar":"https://community-static.tradeup.com/news/6836340f20d36afa666f6d8d4b0a929d","crmLevel":5,"crmLevelSwitch":0,"idStr":"3583044537429562","authorIdStr":"3583044537429562"},"content":"me too keep buying. but price is keep dropping.....don't know why?","text":"me too keep buying. but price is keep dropping.....don't know why?","html":"me too keep buying. but price is keep dropping.....don't know why?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010061151,"gmtCreate":1648209362019,"gmtModify":1676534317295,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"Worse recommendations. So many people lost money on the above. Zoom has no clear plans and directions. Teams already plan to come out with simpler version.&nbsp;","listText":"Worse recommendations. So many people lost money on the above. Zoom has no clear plans and directions. Teams already plan to come out with simpler version.&nbsp;","text":"Worse recommendations. So many people lost money on the above. Zoom has no clear plans and directions. Teams already plan to come out with simpler version.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010061151","repostId":"2221907148","repostType":4,"repost":{"id":"2221907148","pubTimestamp":1648222340,"share":"https://ttm.financial/m/news/2221907148?lang=&edition=fundamental","pubTime":"2022-03-25 23:32","market":"us","language":"en","title":"3 Sell-Off Stocks That Could Help Set You Up for Life","url":"https://stock-news.laohu8.com/highlight/detail?id=2221907148","media":"Motley Fool","summary":"Short-term headwinds have crushed these stocks, but my investment thesis for each remains strong.","content":"<html><head></head><body><p>Short-term drops in the market can feel brutal -- even for those keeping a long-term focus.</p><p>Owning a tech-heavy portfolio that has dropped over 25%, I am no exception. However, by dollar-cost averaging, holding for the long term, and reframing sell-offs as opportunities, it is possible to remain optimistic when facing a correction.</p><p>Speaking to this third point, let us look at three heavily sold-off stocks that offer the potential to set you up for life.</p><h2>Pinterest</h2><p>Driven by its mission &#34;to help people discover the things they love, and inspire them to do those things in their daily lives,&#34; idea-incubator <b>Pinterest</b> ( PINS 1.01% ) puts a twist on social media.</p><p>In a world facing mental health concerns related to social media usage, Pinterest flips the script by providing hope and inspiration -- even if it&#39;s only on an aspirational level.</p><p>Perhaps thanks to this unique connection to its user base, the company saw its share price reach a high of almost $89 in 2021.</p><p>However, after reaching that high mark, Pinterest saw its monthly active users (MAUs) drop from 478 million in the first quarter of 2021 to 431 million at the end of the year. This drop, paired with <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b>&#39;s abandoned acquisition for around $70 per share, has sent the stock down 70% from its peak.</p><p>So what makes Pinterest interesting now?</p><p>First, the fears around this MAU decline seem overstated, considering it grew from 367 million in 2019 to 459 million the following year thanks to a pandemic-aided surge. Its subsequent decline in 2021 was far from surprising in hindsight as most of the world reopened, temporarily setting apps like Pinterest on the back burner.</p><p>Second, despite this pullback in MAUs, its global average revenue per user (ARPU) of $1.93 continues to shine. Up 23% year over year in the fourth quarter, this metric strengthened with a growing ARPU of $7.43 domestically and an international ARPU that was up 62% to $0.57. As Pinterest continues to roll out its shoppable content and advertising base internationally, look for its massive user base to become increasingly profitable to the company.</p><p>Finally, according to Comparably, Pinterest has a Net Promoter Score (NPS) of +50. NPS is rated on a scale of -100 to +100 and captures whether a company&#39;s customers would recommend the product. Generally, a positive score is good, while anything above +30 is excellent, making Pinterest&#39;s score stand out.</p><p>Best yet for investors, businesses with excellent NPS scores tend to outperform the market thanks to happier customers. As a result of this NPS score, its remaining international growth runway, and a meager price to free cash flow ratio of just 23, buying and holding Pinterest at these prices could move your retirement years ahead of schedule.</p><h2><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications</h2><p>Like Pinterest, <b>Zoom Video Communications</b> ( ZM -0.46% ) boasts an excellent NPS of +53 thanks to its suite of hybrid work-enabling products. Famous for its video conferencing software that has become a verb, Zoom is creating new products, its most recent being the Zoom Contact Center.</p><p>This new offering will act as a customer engagement solution for Zoom&#39;s clients and highlights the somewhat quiet growth optionality hidden behind the company&#39;s core video product. Whether it&#39;s the Zoom phone, events, meetings, or rooms, and now its contact center, the company&#39;s unified communications platform is poised to evolve to meet the needs of its ever-expanding customer base.</p><p>However, with decelerating growth rates that saw revenue increase only 21% in the fiscal 2022 fourth quarter -- compared to growth of 369% the same time last year -- Zoom has seen its stock punished.</p><p>Now 70% below its 52-week highs, the market is pricing Zoom like it faces an existential crisis, but that couldn&#39;t be further from the truth. After generating $1.5 billion in free cash flow (FCF) over the last year, Zoom now trades at just 25 times FCF.</p><p><img src=\"https://static.tigerbbs.com/63772091fb610dbbf6b87ec55751eb2e\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><p>Data by YCharts.</p><p>Any time a company&#39;s price to free cash flow ratio approaches its sales growth rate as is the case here, it catches my attention as reasonably priced growth.</p><p>Zoom&#39;s promising NPS, product optionality, and cheap FCF generation make it a prime sell-off stock to consider holding forever.</p><h2>DocuSign</h2><p>Rounding out our trio of high NPS stocks is <b>DocuSign</b> ( DOCU 1.84% ) and its excellent score of +53. Led by its popular e-signature product, the company now has its eyes on expanding its broader Agreement Cloud offering.</p><p>This Agreement Cloud consists of four key pillars: prepare, sign, act, and manage. As e-signature is by far DocuSign&#39;s most prominent product, it intends to use a land-and-expand business model to grow its sales.</p><p>After getting its foot in the door with nearly 1.2 million customers thanks to its e-signature product, it now aims to build upon these relationships by offering anything and everything related to the agreement space.</p><p>However, with DocuSign seeing its billings growth drop from 56% in fiscal 2021 to 37% in fiscal 2022, the market has sent the stock&#39;s price downward.</p><p>It has also declined nearly 70% from its 52-week high, but this reaction from the market is starting to look overdone. Despite this slowdown in billings growth, DocuSign still posted 45% revenue growth last year and a good net dollar retention rate of 119% in the latest quarter.</p><p>Net dollar retention measures how much DocuSign&#39;s existing customers grew their spending with anything above 100% showing expansion. As time passes, this metric will be vital to investors as it will highlight how the Agreement Cloud&#39;s growth is faring.</p><p>Trading at 44 times free cash flow, DocuSign is the most expensive stock of this trio -- and the fastest growing. However, with its growth rate above its price to free cash flow, the stock still looks attractively priced after its sell-off and could be an excellent holding for long-term investors.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Sell-Off Stocks That Could Help Set You Up for Life</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Sell-Off Stocks That Could Help Set You Up for Life\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-25 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/24/3-sell-off-stocks-that-could-set-you-up-for-life/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Short-term drops in the market can feel brutal -- even for those keeping a long-term focus.Owning a tech-heavy portfolio that has dropped over 25%, I am no exception. However, by dollar-cost averaging...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/24/3-sell-off-stocks-that-could-set-you-up-for-life/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","BK4211":"区域性银行","BK4554":"元宇宙及AR概念","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4525":"远程办公概念","ZM":"Zoom","PINS":"Pinterest, Inc.","BK4505":"高瓴资本持仓","DOCU":"Docusign","BK4528":"SaaS概念","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2022/03/24/3-sell-off-stocks-that-could-set-you-up-for-life/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221907148","content_text":"Short-term drops in the market can feel brutal -- even for those keeping a long-term focus.Owning a tech-heavy portfolio that has dropped over 25%, I am no exception. However, by dollar-cost averaging, holding for the long term, and reframing sell-offs as opportunities, it is possible to remain optimistic when facing a correction.Speaking to this third point, let us look at three heavily sold-off stocks that offer the potential to set you up for life.PinterestDriven by its mission \"to help people discover the things they love, and inspire them to do those things in their daily lives,\" idea-incubator Pinterest ( PINS 1.01% ) puts a twist on social media.In a world facing mental health concerns related to social media usage, Pinterest flips the script by providing hope and inspiration -- even if it's only on an aspirational level.Perhaps thanks to this unique connection to its user base, the company saw its share price reach a high of almost $89 in 2021.However, after reaching that high mark, Pinterest saw its monthly active users (MAUs) drop from 478 million in the first quarter of 2021 to 431 million at the end of the year. This drop, paired with PayPal's abandoned acquisition for around $70 per share, has sent the stock down 70% from its peak.So what makes Pinterest interesting now?First, the fears around this MAU decline seem overstated, considering it grew from 367 million in 2019 to 459 million the following year thanks to a pandemic-aided surge. Its subsequent decline in 2021 was far from surprising in hindsight as most of the world reopened, temporarily setting apps like Pinterest on the back burner.Second, despite this pullback in MAUs, its global average revenue per user (ARPU) of $1.93 continues to shine. Up 23% year over year in the fourth quarter, this metric strengthened with a growing ARPU of $7.43 domestically and an international ARPU that was up 62% to $0.57. As Pinterest continues to roll out its shoppable content and advertising base internationally, look for its massive user base to become increasingly profitable to the company.Finally, according to Comparably, Pinterest has a Net Promoter Score (NPS) of +50. NPS is rated on a scale of -100 to +100 and captures whether a company's customers would recommend the product. Generally, a positive score is good, while anything above +30 is excellent, making Pinterest's score stand out.Best yet for investors, businesses with excellent NPS scores tend to outperform the market thanks to happier customers. As a result of this NPS score, its remaining international growth runway, and a meager price to free cash flow ratio of just 23, buying and holding Pinterest at these prices could move your retirement years ahead of schedule.Zoom Video CommunicationsLike Pinterest, Zoom Video Communications ( ZM -0.46% ) boasts an excellent NPS of +53 thanks to its suite of hybrid work-enabling products. Famous for its video conferencing software that has become a verb, Zoom is creating new products, its most recent being the Zoom Contact Center.This new offering will act as a customer engagement solution for Zoom's clients and highlights the somewhat quiet growth optionality hidden behind the company's core video product. Whether it's the Zoom phone, events, meetings, or rooms, and now its contact center, the company's unified communications platform is poised to evolve to meet the needs of its ever-expanding customer base.However, with decelerating growth rates that saw revenue increase only 21% in the fiscal 2022 fourth quarter -- compared to growth of 369% the same time last year -- Zoom has seen its stock punished.Now 70% below its 52-week highs, the market is pricing Zoom like it faces an existential crisis, but that couldn't be further from the truth. After generating $1.5 billion in free cash flow (FCF) over the last year, Zoom now trades at just 25 times FCF.Data by YCharts.Any time a company's price to free cash flow ratio approaches its sales growth rate as is the case here, it catches my attention as reasonably priced growth.Zoom's promising NPS, product optionality, and cheap FCF generation make it a prime sell-off stock to consider holding forever.DocuSignRounding out our trio of high NPS stocks is DocuSign ( DOCU 1.84% ) and its excellent score of +53. Led by its popular e-signature product, the company now has its eyes on expanding its broader Agreement Cloud offering.This Agreement Cloud consists of four key pillars: prepare, sign, act, and manage. As e-signature is by far DocuSign's most prominent product, it intends to use a land-and-expand business model to grow its sales.After getting its foot in the door with nearly 1.2 million customers thanks to its e-signature product, it now aims to build upon these relationships by offering anything and everything related to the agreement space.However, with DocuSign seeing its billings growth drop from 56% in fiscal 2021 to 37% in fiscal 2022, the market has sent the stock's price downward.It has also declined nearly 70% from its 52-week high, but this reaction from the market is starting to look overdone. Despite this slowdown in billings growth, DocuSign still posted 45% revenue growth last year and a good net dollar retention rate of 119% in the latest quarter.Net dollar retention measures how much DocuSign's existing customers grew their spending with anything above 100% showing expansion. As time passes, this metric will be vital to investors as it will highlight how the Agreement Cloud's growth is faring.Trading at 44 times free cash flow, DocuSign is the most expensive stock of this trio -- and the fastest growing. However, with its growth rate above its price to free cash flow, the stock still looks attractively priced after its sell-off and could be an excellent holding for long-term investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099210591,"gmtCreate":1643364023271,"gmtModify":1676533811290,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"P/E ratio means little for tech stocks. Easily $350 in next 12 mths&nbsp;","listText":"P/E ratio means little for tech stocks. Easily $350 in next 12 mths&nbsp;","text":"P/E ratio means little for tech stocks. Easily $350 in next 12 mths","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099210591","repostId":"1143068589","repostType":2,"repost":{"id":"1143068589","pubTimestamp":1643329662,"share":"https://ttm.financial/m/news/1143068589?lang=&edition=fundamental","pubTime":"2022-01-28 08:27","market":"us","language":"en","title":"Why This Analyst Thinks That Nvidia Stock Will Jump 50%","url":"https://stock-news.laohu8.com/highlight/detail?id=1143068589","media":"TheStreet","summary":"UBS analyst Timothy Arcuri believes that NVDA will hit $350 per share in the next twelve months. Her","content":"<html><head></head><body><p>UBS analyst Timothy Arcuri believes that NVDA will hit $350 per share in the next twelve months. Here is why.</p><p>With its shares down nearly 30% since reaching their all-time high in late-November last year, Nvidia had been suffering from bearishness towards tech and growth stocks, which has in turn been prompted by macroeconomic fears, increasing interest rates, and high inflation.</p><p>At its all-time high, Nvidia achieved a market cap that exceeded $800 billion. It seemed poised to join the elite group companies sporting $1T+ market caps. While it’s market cap fallen since then, it may be given another bite at the apple soon.</p><p>Indeed, despite NVDA’s dreary performance to start the year, Wall Street remains optimistic on Nvidia for 2022. Soon after Nvidia wrapped up its participation in CES 2022 (often considered to be the most influential tech event in the world), the Swiss bank UBS recently reiterated its “buy” recommendation on the company.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/799499267308bc46b2a625d950dd6f11\" tg-width=\"1240\" tg-height=\"698\" width=\"100%\" height=\"auto\"/><span>Figure 1: NVIDIA Omniverse™ Platform</span></p><p><b>Nvidia stock is a top UBS pick for 2022</b></p><p>In late December of 2021, UBS named Nvidia as its top pick for the year 2022. According to the Swiss bank, Nvidia had achieved the status of “semiconductor titan” and was quickly establishing itself as a powerful force within the rapidly-growing GPU market.</p><p>With Nvidia poised to benefit from the rise of markets such as gaming and data centers, the company is likely to continue growing at an impressive clip, at least in the near future. UBS has a $350 price target for NVDA, which implies a 50% upside over current levels and a 23% upside above NVDA&#39;s historical peak.</p><p>The market reacted positively to UBS&#39;s nomination of Nvidia as its top pick for 2022 - NVDA shares rose almost 5% the day after the announcement was made.</p><p><b>Omniverse opportunities in the Metaverse</b></p><p>The latest and most recent rating from UBS comes from analyst Timothy Arcuri. He reiterated his bullishness on Nvidia shares, citing the monetization potentials and value opportunities of the company’s Omniverse platform. His opinion was informed by discussions with some of Nvidia’s customers and channel partners as well as industry experts in the emerging 3D/VR/AR content market.</p><p>While stating that it may take a while for momentum to build, Arcuri estimates that, &#34;ultimately,&#34; Omniverse has $100 billion in total available market potential for Nvidia. It is worth pointing out that,according to third-party research firms, the Metaverse’s market size reached $44.69 billion in 2020 and is predicted to reach $596.47 billion by 2027 at an impressive CAGR of 44%.</p><p>During CES 2022, NVIDIA Enterprise Division Director for Latin America, Marcio Aguiar, reinforced the company’s commitment to joining the new era of simulation designs.</p><blockquote><i>&#34;In recent years, NVIDIA has been expanding the applicabilities of the Omniverse and bringing a number of benefits to different areas that need the technology for their demands. By 2022 we will enter a new era of collaboration and simulation designs, and these new features are just a sample of what&#39;s to come,&#34;</i></blockquote><p><b>Consensus is also bullish on NVDA</b></p><p>Despite its shares dropping more than 30% since their peak at the end of November, Wall Street experts continue to forecast a generous upside in the near future for NVDA. The consensus rating on the stock is a “strong buy,” and the average price target is $359.17, implying 52% upside over the next twelve months.</p><p>Below, we list the most recent ratings provided by Wall Street firms:</p><p>Citigroup added the chipmaker to the firm&#39;s “catalyst watch list” on January 6, having been encouraged by management&#39;s virtual address at CES 2022. The bank also expects an upside within 90 days and has a $350 price target on NVDA.</p><p>Truist Financial has also a $350 price target on Nvidia, which itreiteratedrecently after the company’s announcement of new products and partnerships across the gaming, professional visualization, and automotive markets. Truist sees all of these developments as reinforcing Nvidia’s long-term upside potential.</p><p>Finally, Bank of America, with a $375 price target – implying a 60% upside – is optimistic about NVDA’s sales growth for 2022. The bank sees 25 to 30% year-over-year growth as possible - that’s against a consensus estimate of 19% and Nvidia’s own estimate of 21%.</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>Why This Analyst Thinks That Nvidia Stock Will Jump 50%</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\">\nWhy This Analyst Thinks That Nvidia Stock Will Jump 50%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-28 08:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/memestocks/reddit-trends/why-this-analyst-thinks-that-nvidia-stock-will-jump-50><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>UBS analyst Timothy Arcuri believes that NVDA will hit $350 per share in the next twelve months. Here is why.With its shares down nearly 30% since reaching their all-time high in late-November last ...</p>\n\n<a href=\"https://www.thestreet.com/memestocks/reddit-trends/why-this-analyst-thinks-that-nvidia-stock-will-jump-50\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/why-this-analyst-thinks-that-nvidia-stock-will-jump-50","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143068589","content_text":"UBS analyst Timothy Arcuri believes that NVDA will hit $350 per share in the next twelve months. Here is why.With its shares down nearly 30% since reaching their all-time high in late-November last year, Nvidia had been suffering from bearishness towards tech and growth stocks, which has in turn been prompted by macroeconomic fears, increasing interest rates, and high inflation.At its all-time high, Nvidia achieved a market cap that exceeded $800 billion. It seemed poised to join the elite group companies sporting $1T+ market caps. While it’s market cap fallen since then, it may be given another bite at the apple soon.Indeed, despite NVDA’s dreary performance to start the year, Wall Street remains optimistic on Nvidia for 2022. Soon after Nvidia wrapped up its participation in CES 2022 (often considered to be the most influential tech event in the world), the Swiss bank UBS recently reiterated its “buy” recommendation on the company.Figure 1: NVIDIA Omniverse™ PlatformNvidia stock is a top UBS pick for 2022In late December of 2021, UBS named Nvidia as its top pick for the year 2022. According to the Swiss bank, Nvidia had achieved the status of “semiconductor titan” and was quickly establishing itself as a powerful force within the rapidly-growing GPU market.With Nvidia poised to benefit from the rise of markets such as gaming and data centers, the company is likely to continue growing at an impressive clip, at least in the near future. UBS has a $350 price target for NVDA, which implies a 50% upside over current levels and a 23% upside above NVDA's historical peak.The market reacted positively to UBS's nomination of Nvidia as its top pick for 2022 - NVDA shares rose almost 5% the day after the announcement was made.Omniverse opportunities in the MetaverseThe latest and most recent rating from UBS comes from analyst Timothy Arcuri. He reiterated his bullishness on Nvidia shares, citing the monetization potentials and value opportunities of the company’s Omniverse platform. His opinion was informed by discussions with some of Nvidia’s customers and channel partners as well as industry experts in the emerging 3D/VR/AR content market.While stating that it may take a while for momentum to build, Arcuri estimates that, \"ultimately,\" Omniverse has $100 billion in total available market potential for Nvidia. It is worth pointing out that,according to third-party research firms, the Metaverse’s market size reached $44.69 billion in 2020 and is predicted to reach $596.47 billion by 2027 at an impressive CAGR of 44%.During CES 2022, NVIDIA Enterprise Division Director for Latin America, Marcio Aguiar, reinforced the company’s commitment to joining the new era of simulation designs.\"In recent years, NVIDIA has been expanding the applicabilities of the Omniverse and bringing a number of benefits to different areas that need the technology for their demands. By 2022 we will enter a new era of collaboration and simulation designs, and these new features are just a sample of what's to come,\"Consensus is also bullish on NVDADespite its shares dropping more than 30% since their peak at the end of November, Wall Street experts continue to forecast a generous upside in the near future for NVDA. The consensus rating on the stock is a “strong buy,” and the average price target is $359.17, implying 52% upside over the next twelve months.Below, we list the most recent ratings provided by Wall Street firms:Citigroup added the chipmaker to the firm's “catalyst watch list” on January 6, having been encouraged by management's virtual address at CES 2022. The bank also expects an upside within 90 days and has a $350 price target on NVDA.Truist Financial has also a $350 price target on Nvidia, which itreiteratedrecently after the company’s announcement of new products and partnerships across the gaming, professional visualization, and automotive markets. Truist sees all of these developments as reinforcing Nvidia’s long-term upside potential.Finally, Bank of America, with a $375 price target – implying a 60% upside – is optimistic about NVDA’s sales growth for 2022. The bank sees 25 to 30% year-over-year growth as possible - that’s against a consensus estimate of 19% and Nvidia’s own estimate of 21%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090373423,"gmtCreate":1643101361810,"gmtModify":1676533774047,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"No matter what I will keep buying. This isn't meme stock garbage or pandemic poster boy. Follow my advice, thank me in 2023","listText":"No matter what I will keep buying. This isn't meme stock garbage or pandemic poster boy. Follow my advice, thank me in 2023","text":"No matter what I will keep buying. This isn't meme stock garbage or pandemic poster boy. Follow my advice, thank me in 2023","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090373423","repostId":"1101391860","repostType":4,"repost":{"id":"1101391860","pubTimestamp":1643070481,"share":"https://ttm.financial/m/news/1101391860?lang=&edition=fundamental","pubTime":"2022-01-25 08:28","market":"us","language":"en","title":"Nvidia Stock: Looking for Opportunity Amid the Decline","url":"https://stock-news.laohu8.com/highlight/detail?id=1101391860","media":"TheStreet","summary":"Nvidia stock is getting into potential bargain territory, down almost 40% from the highs. Here's whe","content":"<html><head></head><body><p>Nvidia stock is getting into potential bargain territory, down almost 40% from the highs. Here&#39;s where support may be.</p><p>It’s been an ugly stretch for the stock market, but it may be time to start looking for some opportunities in high-quality holdings.</p><p>One such holding may be Nvidia.</p><p>Of course, there’s nothing wrong with Advanced Micro Devices either, but it’s hard to deny the long-term potential that’s still present in Nvidia.</p><p>It’s a high-quality, high-margin, high-growth company that caters to multiple end-markets that boast secular growth.</p><p>In this type of climate — where the S&amp;P 500 is in correction territory and the Nasdaq is down 18.6% from the high — it can be hard to be a buyer. It may very well prove to be too early to buy, too.</p><p>Last week alone, the S&amp;P 500’s best session was a 0.97% <i>loss</i>. I think that helps put things in perspective a bit.</p><p>When we look at Nvidia though, we’re talking about a stock that was hitting new all-time highs in November, but is now down almost 40% from the highs.</p><p><b>Trading Nvidia Stock</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc41d13b7d0ab5bcdde023d6141e46cc\" tg-width=\"1139\" tg-height=\"811\" width=\"100%\" height=\"auto\"/><span>Daily chart of Nvidia stock.</span></p><p>Nvidia stock is working on its fifth straight down week and its ninth weekly loss in the last 10 weeks.</p><p>Granted, it’s only Monday and it’s a long week. So Nvidia could close the week higher, but that doesn’t change the fact that this high-quality holding is down considerably over the last few months.</p><p>At today’s low, Nvidia shares were down 38.5% from the highs and giving bulls the first test of the 200-day moving average since March 2021.</p><p>If Nvidia can’t find its footing around the 200-day moving average (having already cut below the weekly VWAP measure), there is another layer of support just below current levels.</p><p>Specifically, I am watching the 50-week moving average currently near $208, followed by the fourth-quarter low at $195.55.</p><p>The $200 area was also notable, in that it was resistance in the second and third quarters, but support in the fourth quarter.</p><p>Is it possible for Nvidia stock to fully break down and trade significantly lower?</p><p>Of course! If the stock market goes into a full-blown roaring bear market, then Nvidia is going lower. There’s no other way to look at it.</p><p>However, for those that have been itching for a position in this name and felt like they missed Nvidia stock a few months ago, here’s an opportunity. Shares are down between 38% and 44% and into some notable areas of potential support, offering longer-term bulls a chance to nibble.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock: Looking for Opportunity Amid the Decline</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock: Looking for Opportunity Amid the Decline\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-25 08:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/buy-the-dip-in-nvidia-nvda-stock-bargain-hunting><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia stock is getting into potential bargain territory, down almost 40% from the highs. Here's where support may be.It’s been an ugly stretch for the stock market, but it may be time to start ...</p>\n\n<a href=\"https://www.thestreet.com/investing/buy-the-dip-in-nvidia-nvda-stock-bargain-hunting\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.thestreet.com/investing/buy-the-dip-in-nvidia-nvda-stock-bargain-hunting","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101391860","content_text":"Nvidia stock is getting into potential bargain territory, down almost 40% from the highs. Here's where support may be.It’s been an ugly stretch for the stock market, but it may be time to start looking for some opportunities in high-quality holdings.One such holding may be Nvidia.Of course, there’s nothing wrong with Advanced Micro Devices either, but it’s hard to deny the long-term potential that’s still present in Nvidia.It’s a high-quality, high-margin, high-growth company that caters to multiple end-markets that boast secular growth.In this type of climate — where the S&P 500 is in correction territory and the Nasdaq is down 18.6% from the high — it can be hard to be a buyer. It may very well prove to be too early to buy, too.Last week alone, the S&P 500’s best session was a 0.97% loss. I think that helps put things in perspective a bit.When we look at Nvidia though, we’re talking about a stock that was hitting new all-time highs in November, but is now down almost 40% from the highs.Trading Nvidia StockDaily chart of Nvidia stock.Nvidia stock is working on its fifth straight down week and its ninth weekly loss in the last 10 weeks.Granted, it’s only Monday and it’s a long week. So Nvidia could close the week higher, but that doesn’t change the fact that this high-quality holding is down considerably over the last few months.At today’s low, Nvidia shares were down 38.5% from the highs and giving bulls the first test of the 200-day moving average since March 2021.If Nvidia can’t find its footing around the 200-day moving average (having already cut below the weekly VWAP measure), there is another layer of support just below current levels.Specifically, I am watching the 50-week moving average currently near $208, followed by the fourth-quarter low at $195.55.The $200 area was also notable, in that it was resistance in the second and third quarters, but support in the fourth quarter.Is it possible for Nvidia stock to fully break down and trade significantly lower?Of course! If the stock market goes into a full-blown roaring bear market, then Nvidia is going lower. There’s no other way to look at it.However, for those that have been itching for a position in this name and felt like they missed Nvidia stock a few months ago, here’s an opportunity. Shares are down between 38% and 44% and into some notable areas of potential support, offering longer-term bulls a chance to nibble.","news_type":1},"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985342508,"gmtCreate":1667327333004,"gmtModify":1676537898260,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"Bs scream buy your head. Capitation has not fully occured. catch a falling knife at your own risk","listText":"Bs scream buy your head. Capitation has not fully occured. catch a falling knife at your own risk","text":"Bs scream buy your head. Capitation has not fully occured. catch a falling knife at your own risk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9985342508","repostId":"2280956963","repostType":4,"repost":{"id":"2280956963","pubTimestamp":1667316358,"share":"https://ttm.financial/m/news/2280956963?lang=&edition=fundamental","pubTime":"2022-11-01 23:25","market":"us","language":"en","title":"3 Warren Buffett Stocks That Are Screaming Buys in November","url":"https://stock-news.laohu8.com/highlight/detail?id=2280956963","media":"Motley Fool","summary":"The Oracle of Omaha's investment portfolio has three surefire bargains hiding in plain sight.","content":"<html><head></head><body><p>The investing track record of <b>Berkshire Hathaway</b> (BRK.A) (BRK.B) CEO Warren Buffett suggests he might know a thing or two about the stock market and identifying value. Since taking the helm of Berkshire in 1965, he&#39;s created approximately $660 billion in value for shareholders (himself included) and has delivered a jaw-dropping 20.1% average annual return for his company&#39;s Class A shares (BRK.A).</p><p>Given how successful the Oracle of Omaha has been for more than a half-century, everyone from professional to everyday investors pays close attention to what he&#39;s buying and selling in Berkshire Hathaway&#39;s investment portfolio.</p><p>Buffett&#39;s portfolio is also a great place to start when you&#39;re looking for stock-buying ideas during a bear market pullback. Though Berkshire Hathaway holds around four dozen securities in its investment portfolio, three Warren Buffett stocks stand out as plain-as-day screaming buys in November.</p><h2><a href=\"https://laohu8.com/S/JNJ\">Johnson &amp; Johnson</a></h2><p>The first Warren Buffett stock just begging to be bought as we near the home stretch of 2022 is healthcare juggernaut <a href=\"https://laohu8.com/S/JNJ\">Johnson &amp; Johnson</a>, or J&amp;J for short. Although J&amp;J is contending with poor investor sentiment, it&#39;s a company that continues to fire on all cylinders.</p><p>Healthcare stocks are one of the smartest places to put your money to work during a bear market. No matter how poorly the U.S. economy performs or how negative investor sentiment turns, we don&#39;t have the ability to control when we get sick or what ailment(s) we develop. There will always be demand for prescription drugs, medical devices, and healthcare services, which means J&amp;J is predominantly inflation-and-recession-proof.</p><p>Though a stronger U.S. dollar is hurting sales for multinational companies like Johnson &amp; Johnson, a deeper dive reveals that everything is fine from an operating standpoint. Excluding currency movements, pharmaceutical and medical technology (MedTech) segment sales are respectively higher by 10.2% and 6.6% through the first nine months of 2022.</p><p>One of the primary reasons J&amp;J has been able to deliver adjusted sales growth and earnings growth in the high single digits for such a long time is its diverse operating segments. For instance, the company has shifted its focus to higher-margin drug sales over the past decade. But since brand-name drugs have relatively short periods of sales exclusivity, the company can rely on its MedTech segment to pick up the slack when certain therapies are exposed to biosimilar or generic competition.</p><p>Another reason J&amp;J is such a rock-solid investment is its capital-return program and balance sheet. Johnson &amp; Johnson has raised its base annual dividend for 60 consecutive years, and is one of only two publicly traded companies that sports the highest credit rating (AAA) issued by Standard &amp; Poor&#39;s, a division of <b>S&amp;P Global</b>. J&amp;J&#39;s credit rating is higher than that of the U.S. federal government.</p><p>At a time when investors are looking for safety and value, Johnson &amp; Johnson&#39;s sub-17 forward price-to-earnings ratio and 2.6% dividend yield stand out like a beacon.</p><h2><a href=\"https://laohu8.com/S/USB\">U.S. Bancorp</a></h2><p>A second Warren Buffett stock that&#39;s a screaming buy in November is <b>U.S. Bancorp</b> (USB), the parent company of U.S. Bank. Despite recessionary fears weighing on cyclical sectors, such as financials, U.S. Bancorp is one of a handful of financial stocks positioned to thrive, even in a challenging economic environment.</p><p>One of the biggest tailwinds for bank stocks at the moment is Federal Reserve monetary policy. Normally, a weaker economy and/or plunging stock market would encourage the nation&#39;s central bank to ease interest rates or offer some form of quantitative easing measures. But with inflation hitting four-decade highs in June, the Fed has had no choice but to aggressively raise rates into a bear market.</p><p>Banks with outstanding variable-rate loans are benefiting via widening net interest margin and higher net interest income. In U.S. Bancorp&#39;s case, its net interest income jumped nearly 21% year over year in the August-ended quarter.</p><p>Another important factor working in U.S. Bancorp&#39;s favor is the fiscal prudence of its management team. During the financial crisis between 2007 and 2009, most money-center banks were clobbered by riskier derivative investments they&#39;d made that ultimately backfired.</p><p>U.S. Bancorp largely avoided this mess thanks to its focus on what I call the bread and butter of banking: growing loans and deposits. While growing loans and deposits isn&#39;t necessarily an exciting operating model, it&#39;s a profitable one for U.S. Bancorp that&#39;s led to superior return on assets when compared to other big banks.</p><p>U.S. Bancorp is also setting the standard when it comes to digital engagement. By the end of August, 82% of the company&#39;s total active customers were banking online or via mobile app. Equally important, 62% of loan sales were completed digitally. For banks, digital sales cost a fraction of what in-person or phone-based interactions run. This sizable digital presence has allowed the company to consolidate some of its branches and minimize increases in noninterest expenses.</p><p>Investors have an opportunity to buy one of the best-run banks on the planet for less than 9 times forward earnings, and they&#39;ll receive a 4.5% annual dividend yield for their patience. That&#39;s a steal of a deal.</p><h2><a href=\"https://laohu8.com/S/AMZN\">Amazon</a></h2><p>The third Warren Buffett stock that&#39;s a screaming buy in November is FAANG stock <b>Amazon</b> (AMZN). Although the company&#39;s third-quarter operating results signaled some near-term struggles, Wall Street and investors seem to be overlooking the key performance indicators that matter most.</p><p>For most investors and consumers, Amazon&#39;s dominant online marketplace is what comes to mind when the &#34;Amazon&#34; name is brought up. This year, Amazon should account for more U.S. online retail sales revenue than its next 14-closest competitors, <i>combined</i>. However, retail demand is slowing as high inflation bites into the pocketbooks of low-earning workers, which is why the company&#39;s fourth-quarter sales forecast badly missed the mark.</p><p>But even though Amazon&#39;s online marketplace is its top revenue producer, it&#39;s not a particularly important segment when it comes to operating cash flow. Online retail sales margins are usually very low. Rather, it&#39;s the company&#39;s higher-margin trio of Amazon Web Services (AWS), advertising services, and subscription services that are key to operating cash flow growth.</p><p>Cloud infrastructure segment AWS commands nearly a third of global cloud-service spending, according to Canalys. Cloud growth is still in its early stages, and the high margins associated with the cloud lead to significant operating income for Amazon. Through the first nine months of 2022, AWS has accounted for 16% of the company&#39;s net sales, as well as all of its operating income (since the retail segments have produced operating losses).</p><p>Likewise, subscription services (e.g., Prime) and advertising services are growing by double-digit percentages. Excluding currency movements, subscription service and advertising service sales grew by 14% and 30%, respectively, in the recently ended quarter. The segments that really matter to Amazon&#39;s cash flow are doing just fine.</p><p>That brings me to the final point: Amazon&#39;s cash flow. Though earnings per share is a common tool used by investors to value publicly traded companies, it works poorly with Amazon, given that the company reinvests most of its operating cash flow back into the business. During the 2010s, investors willingly paid a median end-year multiple of 30 times cash flow to own Amazon stock. You can buy shares today for about 9 times Wall Street&#39;s forecast cash flow for the company in 2025. That&#39;s incredibly cheap for a winner like Amazon.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Warren Buffett Stocks That Are Screaming Buys in November</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Warren Buffett Stocks That Are Screaming Buys in November\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-01 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/01/3-warren-buffett-stocks-screaming-buys-in-november/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The investing track record of Berkshire Hathaway (BRK.A) (BRK.B) CEO Warren Buffett suggests he might know a thing or two about the stock market and identifying value. Since taking the helm of ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/01/3-warren-buffett-stocks-screaming-buys-in-november/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"USB":"美国合众银行","AMZN":"亚马逊","JNJ":"强生"},"source_url":"https://www.fool.com/investing/2022/11/01/3-warren-buffett-stocks-screaming-buys-in-november/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2280956963","content_text":"The investing track record of Berkshire Hathaway (BRK.A) (BRK.B) CEO Warren Buffett suggests he might know a thing or two about the stock market and identifying value. Since taking the helm of Berkshire in 1965, he's created approximately $660 billion in value for shareholders (himself included) and has delivered a jaw-dropping 20.1% average annual return for his company's Class A shares (BRK.A).Given how successful the Oracle of Omaha has been for more than a half-century, everyone from professional to everyday investors pays close attention to what he's buying and selling in Berkshire Hathaway's investment portfolio.Buffett's portfolio is also a great place to start when you're looking for stock-buying ideas during a bear market pullback. Though Berkshire Hathaway holds around four dozen securities in its investment portfolio, three Warren Buffett stocks stand out as plain-as-day screaming buys in November.Johnson & JohnsonThe first Warren Buffett stock just begging to be bought as we near the home stretch of 2022 is healthcare juggernaut Johnson & Johnson, or J&J for short. Although J&J is contending with poor investor sentiment, it's a company that continues to fire on all cylinders.Healthcare stocks are one of the smartest places to put your money to work during a bear market. No matter how poorly the U.S. economy performs or how negative investor sentiment turns, we don't have the ability to control when we get sick or what ailment(s) we develop. There will always be demand for prescription drugs, medical devices, and healthcare services, which means J&J is predominantly inflation-and-recession-proof.Though a stronger U.S. dollar is hurting sales for multinational companies like Johnson & Johnson, a deeper dive reveals that everything is fine from an operating standpoint. Excluding currency movements, pharmaceutical and medical technology (MedTech) segment sales are respectively higher by 10.2% and 6.6% through the first nine months of 2022.One of the primary reasons J&J has been able to deliver adjusted sales growth and earnings growth in the high single digits for such a long time is its diverse operating segments. For instance, the company has shifted its focus to higher-margin drug sales over the past decade. But since brand-name drugs have relatively short periods of sales exclusivity, the company can rely on its MedTech segment to pick up the slack when certain therapies are exposed to biosimilar or generic competition.Another reason J&J is such a rock-solid investment is its capital-return program and balance sheet. Johnson & Johnson has raised its base annual dividend for 60 consecutive years, and is one of only two publicly traded companies that sports the highest credit rating (AAA) issued by Standard & Poor's, a division of S&P Global. J&J's credit rating is higher than that of the U.S. federal government.At a time when investors are looking for safety and value, Johnson & Johnson's sub-17 forward price-to-earnings ratio and 2.6% dividend yield stand out like a beacon.U.S. BancorpA second Warren Buffett stock that's a screaming buy in November is U.S. Bancorp (USB), the parent company of U.S. Bank. Despite recessionary fears weighing on cyclical sectors, such as financials, U.S. Bancorp is one of a handful of financial stocks positioned to thrive, even in a challenging economic environment.One of the biggest tailwinds for bank stocks at the moment is Federal Reserve monetary policy. Normally, a weaker economy and/or plunging stock market would encourage the nation's central bank to ease interest rates or offer some form of quantitative easing measures. But with inflation hitting four-decade highs in June, the Fed has had no choice but to aggressively raise rates into a bear market.Banks with outstanding variable-rate loans are benefiting via widening net interest margin and higher net interest income. In U.S. Bancorp's case, its net interest income jumped nearly 21% year over year in the August-ended quarter.Another important factor working in U.S. Bancorp's favor is the fiscal prudence of its management team. During the financial crisis between 2007 and 2009, most money-center banks were clobbered by riskier derivative investments they'd made that ultimately backfired.U.S. Bancorp largely avoided this mess thanks to its focus on what I call the bread and butter of banking: growing loans and deposits. While growing loans and deposits isn't necessarily an exciting operating model, it's a profitable one for U.S. Bancorp that's led to superior return on assets when compared to other big banks.U.S. Bancorp is also setting the standard when it comes to digital engagement. By the end of August, 82% of the company's total active customers were banking online or via mobile app. Equally important, 62% of loan sales were completed digitally. For banks, digital sales cost a fraction of what in-person or phone-based interactions run. This sizable digital presence has allowed the company to consolidate some of its branches and minimize increases in noninterest expenses.Investors have an opportunity to buy one of the best-run banks on the planet for less than 9 times forward earnings, and they'll receive a 4.5% annual dividend yield for their patience. That's a steal of a deal.AmazonThe third Warren Buffett stock that's a screaming buy in November is FAANG stock Amazon (AMZN). Although the company's third-quarter operating results signaled some near-term struggles, Wall Street and investors seem to be overlooking the key performance indicators that matter most.For most investors and consumers, Amazon's dominant online marketplace is what comes to mind when the \"Amazon\" name is brought up. This year, Amazon should account for more U.S. online retail sales revenue than its next 14-closest competitors, combined. However, retail demand is slowing as high inflation bites into the pocketbooks of low-earning workers, which is why the company's fourth-quarter sales forecast badly missed the mark.But even though Amazon's online marketplace is its top revenue producer, it's not a particularly important segment when it comes to operating cash flow. Online retail sales margins are usually very low. Rather, it's the company's higher-margin trio of Amazon Web Services (AWS), advertising services, and subscription services that are key to operating cash flow growth.Cloud infrastructure segment AWS commands nearly a third of global cloud-service spending, according to Canalys. Cloud growth is still in its early stages, and the high margins associated with the cloud lead to significant operating income for Amazon. Through the first nine months of 2022, AWS has accounted for 16% of the company's net sales, as well as all of its operating income (since the retail segments have produced operating losses).Likewise, subscription services (e.g., Prime) and advertising services are growing by double-digit percentages. Excluding currency movements, subscription service and advertising service sales grew by 14% and 30%, respectively, in the recently ended quarter. The segments that really matter to Amazon's cash flow are doing just fine.That brings me to the final point: Amazon's cash flow. Though earnings per share is a common tool used by investors to value publicly traded companies, it works poorly with Amazon, given that the company reinvests most of its operating cash flow back into the business. During the 2010s, investors willingly paid a median end-year multiple of 30 times cash flow to own Amazon stock. You can buy shares today for about 9 times Wall Street's forecast cash flow for the company in 2025. That's incredibly cheap for a winner like Amazon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816211014,"gmtCreate":1630503493938,"gmtModify":1676530322276,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"Don’t think so. It’s still here to stay atleast 12 more mths.","listText":"Don’t think so. It’s still here to stay atleast 12 more mths.","text":"Don’t think so. It’s still here to stay atleast 12 more mths.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/816211014","repostId":"2164894025","repostType":2,"repost":{"id":"2164894025","pubTimestamp":1630495800,"share":"https://ttm.financial/m/news/2164894025?lang=&edition=fundamental","pubTime":"2021-09-01 19:30","market":"us","language":"en","title":"Zoom's Pandemic Bonanza Is Over","url":"https://stock-news.laohu8.com/highlight/detail?id=2164894025","media":"Motley Fool","summary":"Revenue is topping out as small customers drop the platform.","content":"<p><b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications</b> (NASDAQ:ZM) was <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the biggest beneficiaries of the pandemic-driven lockdowns and restrictions that drove millions out of the office. There's plenty of competition in the videoconferencing market, but Zoom's ease of use helped it stand out. For companies urgently going remote last year, Zoom was the path of least resistance.</p>\n<p>With Zoom becoming a necessity for many companies during the pandemic, revenue has soared. Zoom just booked its first quarter with over $1 billion of . <a href=\"https://laohu8.com/S/TWOA.U\">Two</a> years ago, quarterly revenue was below $200 million. Zoom now has over half a million customers with more than 10 employees, and over 2,000 customers spending more than $100,000 on Zoom's products.</p>\n<p>Zoom is still reporting solid growth on a year-over-year basis. Revenue was up 54% in the latest quarter, and the company's guidance represents year-over-year growth of about 31%. But the company is reaching an inflection point. Sequential growth has been slowing for a while, and it's about to turn negative for the first time if Zoom hits its guidance.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b06263d13caed734e0903faf754d7ca\" tg-width=\"700\" tg-height=\"524\" width=\"100%\" height=\"auto\"><span>*Q3 2022 figure is the midpoint of Zoom's revenue guidance. Chart by author. Data source: Zoom.</span></p>\n<h2>Small customers are jumping ship</h2>\n<p>Zoom is still seeing solid demand among large enterprise customers. The number of enterprise customers spending more than $1 million annually soared 77% in the latest quarter, and the number of customers spending more than $100,000 annually more than tripled. Additional products like Zoom Phone are helping to drive revenue higher among large customers.</p>\n<p>It's a different story for customers with fewer than 10 employees. Zoom attributed its lackluster guidance, which called for revenue between $1.015 billion and $1.020 billion in the fiscal third quarter, on small customers. Even at the high end of that range, revenue will be down compared to the second quarter.</p>\n<p>Small customers account for 36% of Zoom's revenue, and the company expects this part of its business to be volatile as the pandemic ends. \"[O]ur outlook assumes that our direct and channel business will continue to experience robust growth, while our online business will be a headwind in the coming quarters as smaller customers and consumers adjust to the evolving environment,\" said CFO Kelly Steckelberg during the second-quarter earnings call.</p>\n<p>Large customers are also changing their behavior. While enterprises were quick to adopt Zoom last year, they're starting to take their time. \"They're doing more complete like proof of concepts, for example, versus if you think about a year ago, they were in this sort of stage of trying to keep the lights on almost and buying very quickly,\" said Steckelberg.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F641412%2Fgallery-view.png&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Image source: Zoom.</span></p>\n<h2>A tough road ahead for Zoom stock</h2>\n<p>Videoconferencing software isn't going away, but it's not going to be an absolute necessity once the pandemic is over. Small customers are starting to drop Zoom, and large customers are no longer adopting Zoom with the same urgency. Enterprises are taking their time and probably considering alternatives, something that probably wasn't happening much last year.</p>\n<p>The worst-case scenario for Zoom is a period of declining revenue as some of its pandemic-era growth is unwound. Within a few quarters, revenue could start declining on a year-over-year basis. Acquisitions can help, but the core business is facing some tough headwinds.</p>\n<p>Zoom expects to produce around $4 billion of revenue this fiscal year. Revenue could very well decline next fiscal year if enterprise growth can't overcome the loss of revenue from small customers.</p>\n<p>Zoom is still worth about $90 billion after its post-earnings slump. The price-to-sales ratio based on the full-year guidance is around 22. If Zoom starts reporting revenue declines, that premium valuation may come under some serious pressure.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zoom's Pandemic Bonanza Is Over</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZoom's Pandemic Bonanza Is Over\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-01 19:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/01/zooms-pandemic-bonanza-is-over/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Zoom Video Communications (NASDAQ:ZM) was one of the biggest beneficiaries of the pandemic-driven lockdowns and restrictions that drove millions out of the office. There's plenty of competition in the...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/01/zooms-pandemic-bonanza-is-over/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://www.fool.com/investing/2021/09/01/zooms-pandemic-bonanza-is-over/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2164894025","content_text":"Zoom Video Communications (NASDAQ:ZM) was one of the biggest beneficiaries of the pandemic-driven lockdowns and restrictions that drove millions out of the office. There's plenty of competition in the videoconferencing market, but Zoom's ease of use helped it stand out. For companies urgently going remote last year, Zoom was the path of least resistance.\nWith Zoom becoming a necessity for many companies during the pandemic, revenue has soared. Zoom just booked its first quarter with over $1 billion of . Two years ago, quarterly revenue was below $200 million. Zoom now has over half a million customers with more than 10 employees, and over 2,000 customers spending more than $100,000 on Zoom's products.\nZoom is still reporting solid growth on a year-over-year basis. Revenue was up 54% in the latest quarter, and the company's guidance represents year-over-year growth of about 31%. But the company is reaching an inflection point. Sequential growth has been slowing for a while, and it's about to turn negative for the first time if Zoom hits its guidance.\n*Q3 2022 figure is the midpoint of Zoom's revenue guidance. Chart by author. Data source: Zoom.\nSmall customers are jumping ship\nZoom is still seeing solid demand among large enterprise customers. The number of enterprise customers spending more than $1 million annually soared 77% in the latest quarter, and the number of customers spending more than $100,000 annually more than tripled. Additional products like Zoom Phone are helping to drive revenue higher among large customers.\nIt's a different story for customers with fewer than 10 employees. Zoom attributed its lackluster guidance, which called for revenue between $1.015 billion and $1.020 billion in the fiscal third quarter, on small customers. Even at the high end of that range, revenue will be down compared to the second quarter.\nSmall customers account for 36% of Zoom's revenue, and the company expects this part of its business to be volatile as the pandemic ends. \"[O]ur outlook assumes that our direct and channel business will continue to experience robust growth, while our online business will be a headwind in the coming quarters as smaller customers and consumers adjust to the evolving environment,\" said CFO Kelly Steckelberg during the second-quarter earnings call.\nLarge customers are also changing their behavior. While enterprises were quick to adopt Zoom last year, they're starting to take their time. \"They're doing more complete like proof of concepts, for example, versus if you think about a year ago, they were in this sort of stage of trying to keep the lights on almost and buying very quickly,\" said Steckelberg.\nImage source: Zoom.\nA tough road ahead for Zoom stock\nVideoconferencing software isn't going away, but it's not going to be an absolute necessity once the pandemic is over. Small customers are starting to drop Zoom, and large customers are no longer adopting Zoom with the same urgency. Enterprises are taking their time and probably considering alternatives, something that probably wasn't happening much last year.\nThe worst-case scenario for Zoom is a period of declining revenue as some of its pandemic-era growth is unwound. Within a few quarters, revenue could start declining on a year-over-year basis. Acquisitions can help, but the core business is facing some tough headwinds.\nZoom expects to produce around $4 billion of revenue this fiscal year. Revenue could very well decline next fiscal year if enterprise growth can't overcome the loss of revenue from small customers.\nZoom is still worth about $90 billion after its post-earnings slump. The price-to-sales ratio based on the full-year guidance is around 22. If Zoom starts reporting revenue declines, that premium valuation may come under some serious pressure.","news_type":1},"isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949384532,"gmtCreate":1678369328827,"gmtModify":1678369333337,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"Higher jobless is good","listText":"Higher jobless is good","text":"Higher jobless is good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949384532","repostId":"1196882656","repostType":4,"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038331502,"gmtCreate":1646736726130,"gmtModify":1676534156475,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"Don't buy first. Wait... if it dips below $200 .. huat.&nbsp;","listText":"Don't buy first. Wait... if it dips below $200 .. huat.&nbsp;","text":"Don't buy first. Wait... if it dips below $200 .. huat.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038331502","repostId":"1101694670","repostType":2,"repost":{"id":"1101694670","pubTimestamp":1646705337,"share":"https://ttm.financial/m/news/1101694670?lang=&edition=fundamental","pubTime":"2022-03-08 10:08","market":"us","language":"en","title":"Why Did Nvidia's Stock Plummet on Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1101694670","media":"Motley Fool","summary":"Goldman Sachs kind of likes Nvidia -- but can't recommend buying it.","content":"<html><head></head><body><p><b>What happened</b></p><p>Shares of <b>Nvidia</b> stock fell off a cliff Monday morning, tumbling 6.9% by closed. That&#39;s actually a bit surprising though, given the news today:</p><p><b>Goldman Sachs</b> just reinitiated coverage of Nvidia.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c759aee336113c9ba1fe6119f13159fb\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><p><b>So what</b></p><p>What&#39;s more, Goldman Sachs didn&#39;t even diss the stock -- to the contrary, Goldman kind of likes Nvidia.</p><p>&#34;We continue to view Nvidia as an industry leader in accelerated computing,&#34; said the analyst, &#34;and expect the proliferation of [artificial intelligence and machine learning] to drive earnings growth and a valuation multiple that exceeds the industry average over the long-run.&#34;</p><p>Furthermore, Goldman sees a possible &#34;positive catalyst for the stock&#34; in Nvidia&#39;s upcoming annual Graphics Technology Conference (GTC 2022) to be held from March 21 to March 24. &#34;We expect management to unveil new products and provide more detail on its expanding SAM,&#34; said Goldman in a note covered by StreetInsider.com.</p><p><b>Now what</b></p><p>All that being said, Goldman Sachs warned that that at its current share price of $219 and change, &#34;risk/reward on the stock is fairly balanced on a 12-month basis.&#34;</p><p>For this reason, Goldman declined to recommend the semiconductors star, assigning Nvidia only a $245 price target and a neutral rating. Moreover, the company didn&#39;t give even a hint of being interested in changing its mind (or its rating) on Nvidia in the near future, saying instead, &#34;We await normalization in consumer GPU demand and/or a better entry point before turning more constructive on the stock.&#34;</p><p>And sad to say, I have to agree with Goldman Sachs on this one. Although it&#39;s true that Nvidia stock has gotten a lot cheaper -- losing about a third of its value over the last three months -- at a stock price currently 63 times trailing earnings, Nvidia still looks too expensive based on its projected 21% long-term annual earnings growth rate.</p><p>Simply put: A price-to-earnings growth ratio of 3 is too high a price to pay -- even for Nvidia.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Did Nvidia's Stock Plummet on Monday</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\">\nWhy Did Nvidia's Stock Plummet on Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-08 10:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/07/why-nvidia-stock-tanked-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedShares of Nvidia stock fell off a cliff Monday morning, tumbling 6.9% by closed. That's actually a bit surprising though, given the news today:Goldman Sachs just reinitiated coverage of ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/07/why-nvidia-stock-tanked-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2022/03/07/why-nvidia-stock-tanked-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101694670","content_text":"What happenedShares of Nvidia stock fell off a cliff Monday morning, tumbling 6.9% by closed. That's actually a bit surprising though, given the news today:Goldman Sachs just reinitiated coverage of Nvidia.Image source: Getty Images.So whatWhat's more, Goldman Sachs didn't even diss the stock -- to the contrary, Goldman kind of likes Nvidia.\"We continue to view Nvidia as an industry leader in accelerated computing,\" said the analyst, \"and expect the proliferation of [artificial intelligence and machine learning] to drive earnings growth and a valuation multiple that exceeds the industry average over the long-run.\"Furthermore, Goldman sees a possible \"positive catalyst for the stock\" in Nvidia's upcoming annual Graphics Technology Conference (GTC 2022) to be held from March 21 to March 24. \"We expect management to unveil new products and provide more detail on its expanding SAM,\" said Goldman in a note covered by StreetInsider.com.Now whatAll that being said, Goldman Sachs warned that that at its current share price of $219 and change, \"risk/reward on the stock is fairly balanced on a 12-month basis.\"For this reason, Goldman declined to recommend the semiconductors star, assigning Nvidia only a $245 price target and a neutral rating. Moreover, the company didn't give even a hint of being interested in changing its mind (or its rating) on Nvidia in the near future, saying instead, \"We await normalization in consumer GPU demand and/or a better entry point before turning more constructive on the stock.\"And sad to say, I have to agree with Goldman Sachs on this one. Although it's true that Nvidia stock has gotten a lot cheaper -- losing about a third of its value over the last three months -- at a stock price currently 63 times trailing earnings, Nvidia still looks too expensive based on its projected 21% long-term annual earnings growth rate.Simply put: A price-to-earnings growth ratio of 3 is too high a price to pay -- even for Nvidia.","news_type":1},"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015939723,"gmtCreate":1649405523654,"gmtModify":1676534506989,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"Came to the comments without reading the article.Wasnt disappointed. This writer&nbsp;obviously wants people to sell so he can buy more","listText":"Came to the comments without reading the article.Wasnt disappointed. This writer&nbsp;obviously wants people to sell so he can buy more","text":"Came to the comments without reading the article.Wasnt disappointed. This writer obviously wants people to sell so he can buy more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015939723","repostId":"1116986575","repostType":2,"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038333711,"gmtCreate":1646736474970,"gmtModify":1676534156457,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"No such thing as too expensive for tech. All these losers most of the time writing nonsense. Pick a good company like NVDA, buy and hold for 3-5.","listText":"No such thing as too expensive for tech. All these losers most of the time writing nonsense. Pick a good company like NVDA, buy and hold for 3-5.","text":"No such thing as too expensive for tech. All these losers most of the time writing nonsense. Pick a good company like NVDA, buy and hold for 3-5.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038333711","repostId":"1101694670","repostType":2,"repost":{"id":"1101694670","pubTimestamp":1646705337,"share":"https://ttm.financial/m/news/1101694670?lang=&edition=fundamental","pubTime":"2022-03-08 10:08","market":"us","language":"en","title":"Why Did Nvidia's Stock Plummet on Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1101694670","media":"Motley Fool","summary":"Goldman Sachs kind of likes Nvidia -- but can't recommend buying it.","content":"<html><head></head><body><p><b>What happened</b></p><p>Shares of <b>Nvidia</b> stock fell off a cliff Monday morning, tumbling 6.9% by closed. That&#39;s actually a bit surprising though, given the news today:</p><p><b>Goldman Sachs</b> just reinitiated coverage of Nvidia.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c759aee336113c9ba1fe6119f13159fb\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><p><b>So what</b></p><p>What&#39;s more, Goldman Sachs didn&#39;t even diss the stock -- to the contrary, Goldman kind of likes Nvidia.</p><p>&#34;We continue to view Nvidia as an industry leader in accelerated computing,&#34; said the analyst, &#34;and expect the proliferation of [artificial intelligence and machine learning] to drive earnings growth and a valuation multiple that exceeds the industry average over the long-run.&#34;</p><p>Furthermore, Goldman sees a possible &#34;positive catalyst for the stock&#34; in Nvidia&#39;s upcoming annual Graphics Technology Conference (GTC 2022) to be held from March 21 to March 24. &#34;We expect management to unveil new products and provide more detail on its expanding SAM,&#34; said Goldman in a note covered by StreetInsider.com.</p><p><b>Now what</b></p><p>All that being said, Goldman Sachs warned that that at its current share price of $219 and change, &#34;risk/reward on the stock is fairly balanced on a 12-month basis.&#34;</p><p>For this reason, Goldman declined to recommend the semiconductors star, assigning Nvidia only a $245 price target and a neutral rating. Moreover, the company didn&#39;t give even a hint of being interested in changing its mind (or its rating) on Nvidia in the near future, saying instead, &#34;We await normalization in consumer GPU demand and/or a better entry point before turning more constructive on the stock.&#34;</p><p>And sad to say, I have to agree with Goldman Sachs on this one. Although it&#39;s true that Nvidia stock has gotten a lot cheaper -- losing about a third of its value over the last three months -- at a stock price currently 63 times trailing earnings, Nvidia still looks too expensive based on its projected 21% long-term annual earnings growth rate.</p><p>Simply put: A price-to-earnings growth ratio of 3 is too high a price to pay -- even for Nvidia.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Did Nvidia's Stock Plummet on Monday</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\">\nWhy Did Nvidia's Stock Plummet on Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-08 10:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/07/why-nvidia-stock-tanked-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedShares of Nvidia stock fell off a cliff Monday morning, tumbling 6.9% by closed. That's actually a bit surprising though, given the news today:Goldman Sachs just reinitiated coverage of ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/07/why-nvidia-stock-tanked-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2022/03/07/why-nvidia-stock-tanked-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101694670","content_text":"What happenedShares of Nvidia stock fell off a cliff Monday morning, tumbling 6.9% by closed. That's actually a bit surprising though, given the news today:Goldman Sachs just reinitiated coverage of Nvidia.Image source: Getty Images.So whatWhat's more, Goldman Sachs didn't even diss the stock -- to the contrary, Goldman kind of likes Nvidia.\"We continue to view Nvidia as an industry leader in accelerated computing,\" said the analyst, \"and expect the proliferation of [artificial intelligence and machine learning] to drive earnings growth and a valuation multiple that exceeds the industry average over the long-run.\"Furthermore, Goldman sees a possible \"positive catalyst for the stock\" in Nvidia's upcoming annual Graphics Technology Conference (GTC 2022) to be held from March 21 to March 24. \"We expect management to unveil new products and provide more detail on its expanding SAM,\" said Goldman in a note covered by StreetInsider.com.Now whatAll that being said, Goldman Sachs warned that that at its current share price of $219 and change, \"risk/reward on the stock is fairly balanced on a 12-month basis.\"For this reason, Goldman declined to recommend the semiconductors star, assigning Nvidia only a $245 price target and a neutral rating. Moreover, the company didn't give even a hint of being interested in changing its mind (or its rating) on Nvidia in the near future, saying instead, \"We await normalization in consumer GPU demand and/or a better entry point before turning more constructive on the stock.\"And sad to say, I have to agree with Goldman Sachs on this one. Although it's true that Nvidia stock has gotten a lot cheaper -- losing about a third of its value over the last three months -- at a stock price currently 63 times trailing earnings, Nvidia still looks too expensive based on its projected 21% long-term annual earnings growth rate.Simply put: A price-to-earnings growth ratio of 3 is too high a price to pay -- even for Nvidia.","news_type":1},"isVote":1,"tweetType":1,"viewCount":479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005925708,"gmtCreate":1642151931421,"gmtModify":1676533686883,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"Lol who cares about what you think.. no one can time or predict the stocks","listText":"Lol who cares about what you think.. no one can time or predict the stocks","text":"Lol who cares about what you think.. no one can time or predict the stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005925708","repostId":"1189278661","repostType":4,"repost":{"id":"1189278661","pubTimestamp":1642127310,"share":"https://ttm.financial/m/news/1189278661?lang=&edition=fundamental","pubTime":"2022-01-14 10:28","market":"us","language":"en","title":"Palantir: A Defense Of My $5 Price Target","url":"https://stock-news.laohu8.com/highlight/detail?id=1189278661","media":"Seeking Alpha","summary":"SummaryI respond to reader feedback on my most recent Palantir article.Reader feedback is divided in","content":"<html><head></head><body><p>Summary</p><ul><li>I respond to reader feedback on my most recent Palantir article.</li><li>Reader feedback is divided into four categories: valuation, company losses, moat, and scalability.</li><li>I stand by my assertion that Palantir is highly overvalued.</li></ul><p>My previous article on the big-data company <b>Palantir (PLTR)</b>created quite a stir. With over 700 comments and a significant amount of (negative) feedback, I believe it is appropriate to share my thoughts on some of the most important questions I have received in this article. In terms of disclosure, I do not have a short position in Palantir and do not intend to open one. I simply believe that the company&#39;s stock is difficult, if not impossible, to justify based on the company&#39;s financials.</p><p><b>My $5 Price Target For Palantir</b></p><p>In my previous article, &#34;Palantir: Fair Value Of $5,&#34; I claimed that the big-data company was fundamentally and unjustifiably overvalued. My reasoning was that a company that has been in business for as long as Palantir should have much better financials in place that look significantly better than what we see in the 10Q quarterly reports.</p><p>My main concern was Palantir&#39;s valuation, which requires buyers to pay a sales multiple of twenty. A P/E ratio of 20 would be considered high in normal and more sober times. Even allowing for Palantir&#39;s annual growth rate of 30%+, paying 20 times (expected) sales is still a bit of a stretch and requires a lot of faith that the sales growth will actually materialize. Even if it does, Palantir&#39;s valuation appears indefensible.</p><p>I&#39;d like to take this opportunity to address some of the feedback I received regarding the four areas where I received the most questions (valuation, company losses, moat and scalability).</p><p><b>Valuation</b></p><p>Many readers strongly disagreed with my assessment. The most common question I received centered on the idea that Palantir achieves significant revenue growth and that, as a result of this rapid growth, Palantir deserves a market capitalization of at least $10 billion.</p><p>This argument ignores the fact that, for valuation purposes, the size of the revenue base is just as important as the rate of sales growth. I also don&#39;t deny that Palantir&#39;s revenue is rapidly increasing. According to the company&#39;s long-term sales forecast, the company is aiming for a 30% annual growth rate. Palantir&#39;s outlook was confirmed in the company&#39;s most recent quarterly earnings report, and the company expects 40% growth this year.</p><p>Palantir is rapidly expanding, but the revenue base must be considered alongside the sales growth rate for any sense to be made. If I run a business with $1 million in annual sales and double my sales every year, that doesn&#39;t mean the company &#34;should be worth $10 billion.&#34; This conclusion cannot be reached without taking into account the dollar revenue base. While Palantir&#39;s revenue growth rate of 30% should not be overlooked, it is not 100%.</p><p>Palantir has a market capitalization of $34 billion, and the market expects revenue of $1.53 billion in 2021 and $1.99 billion in 2022. Here, the implied sales multiples are 22 (2021e) and 17 (2022e). Palantir&#39;s growth multiples are excessive and are at risk of further contraction. Paying around 20 times sales for a business, even if it is perfect, is more than a stretch; it may be a suicide mission.</p><p><b>IPO And Losses</b></p><p>In response to my previous article, I received a lot of feedback along the lines of &#34;Palantir is investing money, and this money will come back later in terms of free cash flow,&#34; or &#34;Palantir just had its IPO, and profits are not expected.&#34;</p><p>Both arguments, in my opinion, are flawed.</p><p>Palantir is not a young company that recently went public and is looking for capital to invest. Palantir has been in business since 2003 and has yet to make a profit. In fact, company insiders have taken advantage of the market&#39;s opportunity this year to sell a large number of Class A shares in 2021.This article, which is a must-read for any Palantir investor, delves deeper into the insider sales situation that has emerged this year.</p><p>In other words, insiders with equity stakes are cashing out by dumping shares on unsuspecting retail investors willing to pay 20 times sales for a loss-making company. That story has been told to me several times in my life.</p><p>Palantir is not only losing money this year, as I explained in my previous article. Throughout its existence, the big-data company has suffered losses and accumulated losses at an alarming rate. Palantir&#39;s losses in 2021 are &#34;only&#34; $364 million. The loss may be much lower than last year by the end of September, but it is still a loss.</p><p>And, in business valuation, profits/losses should be just as important as sales forecast, which, in most cases, is positive. The point that I believe was overlooked in my previous Palantir article is that the company has $5.3 billion in accumulated losses. Accounting rules require an accumulated deficit to appear on a company&#39;s balance sheet and is deducted from stockholders&#39; equity. It displays the total of a company&#39;s losses accumulated during its active period of operation. Palantir&#39;s accumulated deficits total $5.3 billion, compared to $7.6 billion in total paid-in capital. In layman&#39;s terms, Palantir has depleted 70% of its investor capital. That&#39;s a frightening figure.</p><p>Concerning the statement &#34;Palantir is investing in its growth and will recoup its investment later&#34;: Palantir has been stuck in this phase for nearly two decades, and the company is still not profitable. Shouldn&#39;t some of the money invested 10 or more years ago have already returned?</p><p>The magnitude of the company&#39;s accumulated deficit, as well as the incredibly long period of time, two decades, during which losses have accumulated, raise serious concerns about Palantir&#39;s capital allocation. How much credit would you or I qualify for if we went to a bank with a 20-year history of making business losses?</p><p><b>Moat</b></p><p>Questions have been raised about why I believe Palantir lacks a significant moat in its business, despite the fact that the company&#39;s clients include numerous government agencies. The implication here appears to be that Palantir&#39;s relationship network serves as a moat.</p><p>Palantir works with a number of cash-rich government agencies that use the company&#39;s technology platforms across the board. I don&#39;t deny that Palantir&#39;s platforms, or &#34;foundries,&#34; as the company refers to them, perform critical data management and analytics functions. Palantir was recently awarded contracts worth millions of dollars by the United States Army and the Space Systems Command. The Army contract is worth more than $800 million, while the Space Systems Command contract is worth $43 million.</p><p>That being said, I do not deny that Palantir has been successful in obtaining contract awards. What I mean is that Palantir must go through competitive processes in order to win bids. Contracts are not awarded based on Palantir&#39;s &#34;relationships&#34; with the government. To be honest, this would be illegal. As a result, the notion that the company&#39;s relationships aid Palantir in the construction of a moat is false.</p><p><b>Scalability</b></p><p>Some of the comments I received focused on Palantir&#39;s ability to capitalize on the big data revolution, as well as Palantir&#39;s scalability.</p><p>But where is this scalability, which is frequently mentioned as a reason to buy the stock?</p><p>Palantir has stated that it requires personnel to walk customers through the functionality of its foundries. Software that necessitates customer pilots is both time consuming and costly in terms of human resources. That is the inverse of &#34;scale.&#34;<img src=\"https://static.tigerbbs.com/64df144337f177af7f37125517af8d56\" tg-width=\"640\" tg-height=\"143\" width=\"100%\" height=\"auto\"/>The ability to have decreasing marginal costs is a key feature of scalability. With a large enough customer base, marginal costs can be reduced to zero. This is not the case for Palantir, which must be available to clients to teach them the intricacies of the deployed platforms or walk them through new functionalities. Palantir, in my opinion, is more akin to an IT consulting firm that also sells software products. But I don&#39;t see real scalability with Palantir.</p><p><b>Risks</b></p><p>Palantir is not a profitable company. Palantir is heavily diluted. Insiders at Palantir are selling. Even with 30% annual revenue growth, Palantir&#39;s stock remains wildly overpriced.</p><p>High-multiple stocks, particularly in the technology sector, have recently begun to consolidate, and more downside is on the way as investors become less willing to pay top dollar for businesses that have flown high but failed to meet high expectations.</p><p>Palantir&#39;s valuation is a huge issue, and despite the fact that the big-data company operates in a sexy industry with a lot of hype, the business fundamentals simply do not justify Palantir&#39;s market price.</p><p><b>My Conclusion</b></p><p>I&#39;m not saying Palantir doesn&#39;t have significant annual sales growth. I&#39;m not saying Palantir&#39;s products are useless to the government. What I am saying is that Palantir&#39;s loss-making business does not merit a sales multiple of 20. Even if it was profitable, it wouldn&#39;t deserve this kind of sales multiple.</p><p>That&#39;s why I&#39;m sticking to my $5 price target for Palantir. A $5 price target implies a $10 billion market valuation and a sales multiple of 5, which is still more than generous. Due to the persistence of business losses, an earnings multiple is unfortunately inapplicable here. I believe that the majority of the feedback was well-intentioned, but the bull case still has some serious flaws.</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>Palantir: A Defense Of My $5 Price Target</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\">\nPalantir: A Defense Of My $5 Price Target\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-14 10:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4479466-palantir-a-defense-of-my-5-price-target><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryI respond to reader feedback on my most recent Palantir article.Reader feedback is divided into four categories: valuation, company losses, moat, and scalability.I stand by my assertion that ...</p>\n\n<a href=\"https://seekingalpha.com/article/4479466-palantir-a-defense-of-my-5-price-target\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4479466-palantir-a-defense-of-my-5-price-target","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189278661","content_text":"SummaryI respond to reader feedback on my most recent Palantir article.Reader feedback is divided into four categories: valuation, company losses, moat, and scalability.I stand by my assertion that Palantir is highly overvalued.My previous article on the big-data company Palantir (PLTR)created quite a stir. With over 700 comments and a significant amount of (negative) feedback, I believe it is appropriate to share my thoughts on some of the most important questions I have received in this article. In terms of disclosure, I do not have a short position in Palantir and do not intend to open one. I simply believe that the company's stock is difficult, if not impossible, to justify based on the company's financials.My $5 Price Target For PalantirIn my previous article, \"Palantir: Fair Value Of $5,\" I claimed that the big-data company was fundamentally and unjustifiably overvalued. My reasoning was that a company that has been in business for as long as Palantir should have much better financials in place that look significantly better than what we see in the 10Q quarterly reports.My main concern was Palantir's valuation, which requires buyers to pay a sales multiple of twenty. A P/E ratio of 20 would be considered high in normal and more sober times. Even allowing for Palantir's annual growth rate of 30%+, paying 20 times (expected) sales is still a bit of a stretch and requires a lot of faith that the sales growth will actually materialize. Even if it does, Palantir's valuation appears indefensible.I'd like to take this opportunity to address some of the feedback I received regarding the four areas where I received the most questions (valuation, company losses, moat and scalability).ValuationMany readers strongly disagreed with my assessment. The most common question I received centered on the idea that Palantir achieves significant revenue growth and that, as a result of this rapid growth, Palantir deserves a market capitalization of at least $10 billion.This argument ignores the fact that, for valuation purposes, the size of the revenue base is just as important as the rate of sales growth. I also don't deny that Palantir's revenue is rapidly increasing. According to the company's long-term sales forecast, the company is aiming for a 30% annual growth rate. Palantir's outlook was confirmed in the company's most recent quarterly earnings report, and the company expects 40% growth this year.Palantir is rapidly expanding, but the revenue base must be considered alongside the sales growth rate for any sense to be made. If I run a business with $1 million in annual sales and double my sales every year, that doesn't mean the company \"should be worth $10 billion.\" This conclusion cannot be reached without taking into account the dollar revenue base. While Palantir's revenue growth rate of 30% should not be overlooked, it is not 100%.Palantir has a market capitalization of $34 billion, and the market expects revenue of $1.53 billion in 2021 and $1.99 billion in 2022. Here, the implied sales multiples are 22 (2021e) and 17 (2022e). Palantir's growth multiples are excessive and are at risk of further contraction. Paying around 20 times sales for a business, even if it is perfect, is more than a stretch; it may be a suicide mission.IPO And LossesIn response to my previous article, I received a lot of feedback along the lines of \"Palantir is investing money, and this money will come back later in terms of free cash flow,\" or \"Palantir just had its IPO, and profits are not expected.\"Both arguments, in my opinion, are flawed.Palantir is not a young company that recently went public and is looking for capital to invest. Palantir has been in business since 2003 and has yet to make a profit. In fact, company insiders have taken advantage of the market's opportunity this year to sell a large number of Class A shares in 2021.This article, which is a must-read for any Palantir investor, delves deeper into the insider sales situation that has emerged this year.In other words, insiders with equity stakes are cashing out by dumping shares on unsuspecting retail investors willing to pay 20 times sales for a loss-making company. That story has been told to me several times in my life.Palantir is not only losing money this year, as I explained in my previous article. Throughout its existence, the big-data company has suffered losses and accumulated losses at an alarming rate. Palantir's losses in 2021 are \"only\" $364 million. The loss may be much lower than last year by the end of September, but it is still a loss.And, in business valuation, profits/losses should be just as important as sales forecast, which, in most cases, is positive. The point that I believe was overlooked in my previous Palantir article is that the company has $5.3 billion in accumulated losses. Accounting rules require an accumulated deficit to appear on a company's balance sheet and is deducted from stockholders' equity. It displays the total of a company's losses accumulated during its active period of operation. Palantir's accumulated deficits total $5.3 billion, compared to $7.6 billion in total paid-in capital. In layman's terms, Palantir has depleted 70% of its investor capital. That's a frightening figure.Concerning the statement \"Palantir is investing in its growth and will recoup its investment later\": Palantir has been stuck in this phase for nearly two decades, and the company is still not profitable. Shouldn't some of the money invested 10 or more years ago have already returned?The magnitude of the company's accumulated deficit, as well as the incredibly long period of time, two decades, during which losses have accumulated, raise serious concerns about Palantir's capital allocation. How much credit would you or I qualify for if we went to a bank with a 20-year history of making business losses?MoatQuestions have been raised about why I believe Palantir lacks a significant moat in its business, despite the fact that the company's clients include numerous government agencies. The implication here appears to be that Palantir's relationship network serves as a moat.Palantir works with a number of cash-rich government agencies that use the company's technology platforms across the board. I don't deny that Palantir's platforms, or \"foundries,\" as the company refers to them, perform critical data management and analytics functions. Palantir was recently awarded contracts worth millions of dollars by the United States Army and the Space Systems Command. The Army contract is worth more than $800 million, while the Space Systems Command contract is worth $43 million.That being said, I do not deny that Palantir has been successful in obtaining contract awards. What I mean is that Palantir must go through competitive processes in order to win bids. Contracts are not awarded based on Palantir's \"relationships\" with the government. To be honest, this would be illegal. As a result, the notion that the company's relationships aid Palantir in the construction of a moat is false.ScalabilitySome of the comments I received focused on Palantir's ability to capitalize on the big data revolution, as well as Palantir's scalability.But where is this scalability, which is frequently mentioned as a reason to buy the stock?Palantir has stated that it requires personnel to walk customers through the functionality of its foundries. Software that necessitates customer pilots is both time consuming and costly in terms of human resources. That is the inverse of \"scale.\"The ability to have decreasing marginal costs is a key feature of scalability. With a large enough customer base, marginal costs can be reduced to zero. This is not the case for Palantir, which must be available to clients to teach them the intricacies of the deployed platforms or walk them through new functionalities. Palantir, in my opinion, is more akin to an IT consulting firm that also sells software products. But I don't see real scalability with Palantir.RisksPalantir is not a profitable company. Palantir is heavily diluted. Insiders at Palantir are selling. Even with 30% annual revenue growth, Palantir's stock remains wildly overpriced.High-multiple stocks, particularly in the technology sector, have recently begun to consolidate, and more downside is on the way as investors become less willing to pay top dollar for businesses that have flown high but failed to meet high expectations.Palantir's valuation is a huge issue, and despite the fact that the big-data company operates in a sexy industry with a lot of hype, the business fundamentals simply do not justify Palantir's market price.My ConclusionI'm not saying Palantir doesn't have significant annual sales growth. I'm not saying Palantir's products are useless to the government. What I am saying is that Palantir's loss-making business does not merit a sales multiple of 20. Even if it was profitable, it wouldn't deserve this kind of sales multiple.That's why I'm sticking to my $5 price target for Palantir. A $5 price target implies a $10 billion market valuation and a sales multiple of 5, which is still more than generous. Due to the persistence of business losses, an earnings multiple is unfortunately inapplicable here. I believe that the majority of the feedback was well-intentioned, but the bull case still has some serious flaws.","news_type":1},"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001340185,"gmtCreate":1641176160828,"gmtModify":1676533579367,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"EV cut = TSLA win. China ev game over&nbsp;","listText":"EV cut = TSLA win. China ev game over&nbsp;","text":"EV cut = TSLA win. China ev game over","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001340185","repostId":"1154309326","repostType":2,"repost":{"id":"1154309326","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1641170534,"share":"https://ttm.financial/m/news/1154309326?lang=&edition=fundamental","pubTime":"2022-01-03 08:42","market":"us","language":"en","title":"China to Cut EV Subsidies By 30% In 2022: What That Means For Tesla, Nio, XPeng And Others","url":"https://stock-news.laohu8.com/highlight/detail?id=1154309326","media":"Benzinga","summary":"China has confirmed subsidy reduction for new energy vehicles (NEV), beginning in 2022, and it is ea","content":"<html><head></head><body><p>China has confirmed subsidy reduction for new energy vehicles (NEV), beginning in 2022, and it is early to assess whether it will impact EV adoption in the hot-and-happening Chinese economy. NEVs include EVs, plug-in hybrids and hydrogen fuel-cell energy vehicles.</p><p><img src=\"https://static.tigerbbs.com/c7c6c88cc98e5c683282b444ec94922f\" tg-width=\"685\" tg-height=\"375\" width=\"100%\" height=\"auto\"/></p><p><b>What Happened:</b>China will slash NEV subsidies by 30% in the new year, the country&#39;s Ministry of Finance confirmed in a statement on its website. Subsidies will be withdrawn completely at the end of the year, the ministry added.</p><p>Subsidies for NEVs meant for public transport will be lowered by 20%. China has set a target of NEVs accounting for 20% of new vehicles sold by 2025.</p><p><b>Why It&#39;s Important:</b>In an anticipatory move,<b>Nio, Inc.</b> announced in early December if a customer preorders a vehicle with a deposit before midnight on Dec. 31, 2021 and takes delivery before March 31, 2022, it will absorb the difference between the old subsidy and the new subsidy, according to CnEVPost.</p><p>Nio can also benefit from another provision laid out by the government. China&#39;s NEV subsidy policy dictates that models with a pre-subsidy price of over 300,000 yuan ($47,200) are not eligible for subsidies, except those that support battery swapping, CnEVPost said in another report.</p><p>All of Nio&#39;s current models are priced above 300,000 yuan before subsidies, although the EV maker is speculated to be working on a mass market model under a different brand name.The company reportedly does not set different subsidies for different models, but rather base them on the model&#39;s battery pack.</p><p>Individual consumers are eligible to receive a subsidy of 11,340 yuan for a model with a standard 75 kilowatt-hour battery pack, and 12,600 yuan for a 100 kWh battery pack, the report said, citing the company&#39;s latest subsidy package. Companies purchasing a Nio vehicle get 70% of the amount available to individual consumers, according to the report.</p><p>Nio&#39;s domestic rival <b>XPeng, Inc.</b> is also looking to scale back purchase benefits to customers by about half, keeping in mind the subsidy cut, CnEVPost reported, citing local media outlet Auto-time. This is applicable to all theXPeng&#39;sthree models currently on the market, namely the G3i, P5 and P7.</p><p><b>Tesla, Inc.</b>, meanwhile, is continuing with a price hike spree amid the subsidy cut taking effect in China.</p><p>Tesla announced Friday it is raising prices of its made-in-China, or MIC, Model 3 vehicles to 265,652 yuan after subsidy, up 10,000 yuan or 3.9%, according to South China Morning Post. As A As recently as late November, the company instituted a price increase of 4,752 yuan.</p><p>The price of the Model Y SUV was also hiked by 7.5% to 301,840 yuan, the report added. The SUV will no longer qualify for subsidies.</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>China to Cut EV Subsidies By 30% In 2022: What That Means For Tesla, Nio, XPeng And Others</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\">\nChina to Cut EV Subsidies By 30% In 2022: What That Means For Tesla, Nio, XPeng And Others\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-01-03 08:42</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>China has confirmed subsidy reduction for new energy vehicles (NEV), beginning in 2022, and it is early to assess whether it will impact EV adoption in the hot-and-happening Chinese economy. NEVs include EVs, plug-in hybrids and hydrogen fuel-cell energy vehicles.</p><p><img src=\"https://static.tigerbbs.com/c7c6c88cc98e5c683282b444ec94922f\" tg-width=\"685\" tg-height=\"375\" width=\"100%\" height=\"auto\"/></p><p><b>What Happened:</b>China will slash NEV subsidies by 30% in the new year, the country&#39;s Ministry of Finance confirmed in a statement on its website. Subsidies will be withdrawn completely at the end of the year, the ministry added.</p><p>Subsidies for NEVs meant for public transport will be lowered by 20%. China has set a target of NEVs accounting for 20% of new vehicles sold by 2025.</p><p><b>Why It&#39;s Important:</b>In an anticipatory move,<b>Nio, Inc.</b> announced in early December if a customer preorders a vehicle with a deposit before midnight on Dec. 31, 2021 and takes delivery before March 31, 2022, it will absorb the difference between the old subsidy and the new subsidy, according to CnEVPost.</p><p>Nio can also benefit from another provision laid out by the government. China&#39;s NEV subsidy policy dictates that models with a pre-subsidy price of over 300,000 yuan ($47,200) are not eligible for subsidies, except those that support battery swapping, CnEVPost said in another report.</p><p>All of Nio&#39;s current models are priced above 300,000 yuan before subsidies, although the EV maker is speculated to be working on a mass market model under a different brand name.The company reportedly does not set different subsidies for different models, but rather base them on the model&#39;s battery pack.</p><p>Individual consumers are eligible to receive a subsidy of 11,340 yuan for a model with a standard 75 kilowatt-hour battery pack, and 12,600 yuan for a 100 kWh battery pack, the report said, citing the company&#39;s latest subsidy package. Companies purchasing a Nio vehicle get 70% of the amount available to individual consumers, according to the report.</p><p>Nio&#39;s domestic rival <b>XPeng, Inc.</b> is also looking to scale back purchase benefits to customers by about half, keeping in mind the subsidy cut, CnEVPost reported, citing local media outlet Auto-time. This is applicable to all theXPeng&#39;sthree models currently on the market, namely the G3i, P5 and P7.</p><p><b>Tesla, Inc.</b>, meanwhile, is continuing with a price hike spree amid the subsidy cut taking effect in China.</p><p>Tesla announced Friday it is raising prices of its made-in-China, or MIC, Model 3 vehicles to 265,652 yuan after subsidy, up 10,000 yuan or 3.9%, according to South China Morning Post. As A As recently as late November, the company instituted a price increase of 4,752 yuan.</p><p>The price of the Model Y SUV was also hiked by 7.5% to 301,840 yuan, the report added. The SUV will no longer qualify for subsidies.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","XPEV":"小鹏汽车","NIO":"蔚来","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154309326","content_text":"China has confirmed subsidy reduction for new energy vehicles (NEV), beginning in 2022, and it is early to assess whether it will impact EV adoption in the hot-and-happening Chinese economy. NEVs include EVs, plug-in hybrids and hydrogen fuel-cell energy vehicles.What Happened:China will slash NEV subsidies by 30% in the new year, the country's Ministry of Finance confirmed in a statement on its website. Subsidies will be withdrawn completely at the end of the year, the ministry added.Subsidies for NEVs meant for public transport will be lowered by 20%. China has set a target of NEVs accounting for 20% of new vehicles sold by 2025.Why It's Important:In an anticipatory move,Nio, Inc. announced in early December if a customer preorders a vehicle with a deposit before midnight on Dec. 31, 2021 and takes delivery before March 31, 2022, it will absorb the difference between the old subsidy and the new subsidy, according to CnEVPost.Nio can also benefit from another provision laid out by the government. China's NEV subsidy policy dictates that models with a pre-subsidy price of over 300,000 yuan ($47,200) are not eligible for subsidies, except those that support battery swapping, CnEVPost said in another report.All of Nio's current models are priced above 300,000 yuan before subsidies, although the EV maker is speculated to be working on a mass market model under a different brand name.The company reportedly does not set different subsidies for different models, but rather base them on the model's battery pack.Individual consumers are eligible to receive a subsidy of 11,340 yuan for a model with a standard 75 kilowatt-hour battery pack, and 12,600 yuan for a 100 kWh battery pack, the report said, citing the company's latest subsidy package. Companies purchasing a Nio vehicle get 70% of the amount available to individual consumers, according to the report.Nio's domestic rival XPeng, Inc. is also looking to scale back purchase benefits to customers by about half, keeping in mind the subsidy cut, CnEVPost reported, citing local media outlet Auto-time. This is applicable to all theXPeng'sthree models currently on the market, namely the G3i, P5 and P7.Tesla, Inc., meanwhile, is continuing with a price hike spree amid the subsidy cut taking effect in China.Tesla announced Friday it is raising prices of its made-in-China, or MIC, Model 3 vehicles to 265,652 yuan after subsidy, up 10,000 yuan or 3.9%, according to South China Morning Post. As A As recently as late November, the company instituted a price increase of 4,752 yuan.The price of the Model Y SUV was also hiked by 7.5% to 301,840 yuan, the report added. The SUV will no longer qualify for subsidies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009281698,"gmtCreate":1640690787669,"gmtModify":1676533534343,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"Is the P/E still negative?&nbsp;","listText":"Is the P/E still negative?&nbsp;","text":"Is the P/E still negative?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009281698","repostId":"1102262158","repostType":4,"repost":{"id":"1102262158","pubTimestamp":1640670598,"share":"https://ttm.financial/m/news/1102262158?lang=&edition=fundamental","pubTime":"2021-12-28 13:49","market":"us","language":"en","title":"Sea Limited: A Deep Dive To Understand The Recent Selloff","url":"https://stock-news.laohu8.com/highlight/detail?id=1102262158","media":"Seeking Alpha","summary":"Summary\n\nSea Limited is a highly diversified business firing on all cylinders in some of the fastest","content":"<p><b>Summary</b></p>\n<ul>\n <li>Sea Limited is a highly diversified business firing on all cylinders in some of the fastest-growing economies in the world.</li>\n <li>I dive into each of its segments to understand the recent selloff and justify the current valuation.</li>\n <li>I consider Sea one of my ten highest conviction investments.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa5cbe0a30acc723a2c6f62300024002\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>kokkai/iStock Unreleased via Getty Images</span></p>\n<p><b>Thesis</b></p>\n<p>A by-parts analysis of Sea Limited's (NYSE:SE) segments shows that its current valuation is roughly fair, but there are many long-term growth drivers that could surprise to the upside and drive very strong returns for years to come.</p>\n<p><b>Introduction</b></p>\n<p>I recently wrote an&nbsp;article&nbsp;highlighting my top 10 stock picks for 2022. I'd already done an in-depth analysis of my other nine picks in other Seeking Alpha articles, so I thought it would be good to close out the year with an article about Sea.</p>\n<p>Furthermore, with shares down significantly over the past couple of months (but still slightly up for the year), I believe this article may prove timely. I don't speculate on short-term market movements, but I personally added to my Sea shares recently. It's one of my only losing positions that I didn't sell out of temporarily for tax-loss harvesting, and in this article, I will explain why Sea is such a high conviction holding for me.</p>\n<p>It's also worth noting that many professional investors seem to share this opinion. Sea is the 121st largest company in the world, but it's the16thmost popular holding among hedge funds. This implies that big money is overweight Sea, with 71% of shares held by institutions.</p>\n<p>Because Sea operates in many different areas, I will do a separate analysis of each of its operating segments to justify its current valuation and explain how that valuation could drive unexpectedly strong returns for years.</p>\n<p><b>Gaming</b></p>\n<p>Sea Limited's gaming segment Garena is best known for Free Fire, a mobile battle royale game that was developed in-house.</p>\n<p>The game was released in 2017 and has been very popular ever since. It currently has the second most monthly active users among all Android games globally. The game is available worldwide, but it's particularly popular in emerging markets like SEA, LATAM, and India, where it's been the highest-grossing mobile game for over two years.</p>\n<p>With the game having been popular for a long time already, there's some concern that gamers will move on to the next big thing. Although there are some mobile games that are older than Free Fire and still very popular - like Roblox, Clash of Clans, and Pokemon Go - there are many more that have been forgotten. Until Garena releases more games and proves that it can be successful with them too, there will always be questions about whether its studio is a one-hit wonder.</p>\n<p>Regardless, Garena is a critical part of Sea because it's the only profitable segment and it doubles a social platform that provides free advertising for Sea's non-gaming products. Cross-promotion is a huge competitive advantage for Sea.</p>\n<p>Thus, one reason for Sea's recent selloff could be the Q4 guidance implied for Garena.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e299727cc28a887a36d88831aec8f53\" tg-width=\"640\" tg-height=\"334\" width=\"100%\" height=\"auto\"><span>Source: Earnings Call Presentation</span></p>\n<p>In Q2 this year, Garena raised its guidance to $4.5B-$4.7B for 2021 bookings (up from $4.3B-$4.5B). With the first three quarters already totaling $3.5B, this implies that Q4 bookings will come in at $1.0B-$1.2B, up between 0% and 20% year over year, and likely down sequentially. This is compared to 29% growth in the most recent quarter and 44% projected growth for the full year.</p>\n<p>While 20% isn't a terrible deceleration, 0% certainly is. Even 20% growth isn't spectacular compared to the historic levels. At the 10% midpoint, Garena's growth looks more similar to that of a mature company like Activision (NASDAQ:ATVI) or Zynga (NASDAQ:ZNGA) than a fast-growing company like Roblox (NYSE:RBLX).</p>\n<p>Garena's implied valuation should - and did - suffer as a result. While a fast-growing company like Roblox can command a high double-digit P/S multiple, Activision and Zynga trade at an average P/S multiple of just 4. Garena is slightly more profitable than them and probably has more risk to the upside, so I'll use a P/S multiple of 5 for my implied valuation. This implies a P/E of about 10 for a business growing at around 10%, which is very reasonable in today's market.</p>\n<p>This means Garena is worth $23.5B based on the high end of management's guidance.</p>\n<p>I believe this valuation is actually conservative for a few reasons:</p>\n<ul>\n <li>Next year has tough comps and growth could re-accelerate in the following years or even next year, especially if Garena releases a new hit game. The growth rate past next quarter is not based on explicit guidance from the company, only industry forecasts.</li>\n <li>The peer valuations I used are from companies also trading at the lower end of their valuation range for the past year.</li>\n <li>Garena has a good track record and is continuing to invest in Free Fire. One example of this is the recently released Free Fire MAX, which improves the experience for users with higher-end phones and even adds a metaverse-like customizable map called Craftland. To me, this implies that Garena believes Free Fire is still in the earlier part of its lifecycle.</li>\n <li>Although I'd obviously prefer that Garena develops more games in house, in the meantime it's still not a one-trick pony. In addition to Free Fire, Garena distributes games from third-party developers like Tencent (OTCMKTS:OTCPK:TCEHY). These are popular titles like League of Legends and Call of Duty, which meaningfully diversify Garena's revenue.</li>\n</ul>\n<p><b>E-Commerce</b></p>\n<p>Sea's e-commerce platform Shopee is currently its big growth driver. This platform is often considered the Amazon (NASDAQ:AMZN) of Southeast Asia, and it recently expanded into more markets including Brazil.</p>\n<p>There's always some debate about who is really the Amazon of a region. Shopee certainly has competition, including from Alibaba's (NYSE:BABA) Lazada, Tokopedia in Indonesia, MercadoLibre (MELI) in Brazil, and even Amazon itself. With most of the competition being private or tucked away into a larger company, many of the competitors don't publish exact revenue numbers, which makes it difficult to measure the competition. Even Sea hasn't published explicit revenue numbers for some countries like Brazil.</p>\n<p>One neutral source that can be assessed is the Alexa site rank, which as its name suggests ranks sites by their popularity. Keep in mind that these are ranks, so a lower score is better.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/180367a2b64bccebf243c5b6d8fb776a\" tg-width=\"455\" tg-height=\"353\" width=\"100%\" height=\"auto\"><span>Source: The Author, compiled from Alexa</span></p>\n<p>Shopee is very mobile-focused, but the above table only considers the website. To check App Store app ranks for the shopping category, we can use App Annie.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6544f014a5d70d13ee14dab0ac8b6782\" tg-width=\"422\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: The Author, compiled from AppAnnie</span></p>\n<p>On the mobile side, there's no need to look at the competition because Shopee is consistently the number one shopping app in every country listed. In a mobile-first world, this bodes very well. Even on the web side, Shopee wins out except in a few specific regions like LATAM and (barely) Indonesia, which have more local competitors.</p>\n<p>Of course, traffic doesn't always translate to GMV. But for a shopping app where most people will use the app to buy something, it's a decent proxy. A third party estimates that Shopee accounts for57%of all e-commerce in Southeast Asia. It's Shopee's dominance in the mobile app ranks and market share that make me consider it the Amazon of Southeast Asia.</p>\n<p>So why would a company with so much potential sell off?</p>\n<p>After the recent earnings report, some analysts expressed concern that Shopee is branching out into other countries like Poland and Mexico before validating its business model in the current markets. In these countries, Shopee has less of a presence; it's bounced between the 3-5 spots on the Mexico App Store for shopping apps, and between spots 1 and 3 in Poland. Although analysts hate uncertainty - and the CEO's comments that they don't have a concrete measure of success in these earlier stage countries won't help with that - Shopee has a history of entering new countries successfully and I am willing to give management some time to try expanding more. After all, if they're successful, then it could drive even more unexpected growth in the future.</p>\n<p>Another complaint from analysts was that the basket size (average purchase size) is trending down. While that could also have contributed to the recent selloff, it's hard to complain when the overall sales increased a lot despite a decrease in basket size.</p>\n<p>The company raised its guidance for e-commerce again in Q3, now guiding for $5.0B-$5.2B in 2021 e-commerce revenue. That's 75%-100% growth in Q4 and about 135% growth for the year. These are much more exciting numbers than the gaming side, although the guidance still implies a slight deceleration in Q4. But compared to Amazon's $340B in 2020 e-commerce sales, Shopee looks like it's just scratched the surface. E-commerce is at only11%penetration in Southeast Asia compared to18.7%in the USA, and Southeast Asia economies are generally growing faster than the USA's.</p>\n<p>Despite being in a blue skies industry, it's more difficult to value the e-commerce segment because it operates at a loss (whereas the gaming segment is highly profitable). Shopee's success is not guaranteed because it's not clear at this point whether the platform can become profitable while retaining its market share. Stocks like this tend to experience more volatility, which could partially explain the recent selloff.</p>\n<p>For unprofitable software companies, I like to use the Rule of 40 to assess the business. But it's difficult to apply this rule to a more cyclical e-commerce company with naturally lower margins. Even so, it's worth noting that despite being unprofitable, Sea's Rule of 40 score of 104 is better than most SaaS companies', and also better than e-commerce peers Amazon (21), MercadoLibre (73), and Alibaba (43).</p>\n<p>To understand Shopee's terminal valuation once it becomes profitable, we can look at industry peers. Amazon is one profitable and slower-growing peer, and it trades at 4x P/S. AWS pushes this number up, but Amazon's high exposure to first-party sales offsets that. Other e-commerce marketplace peers trade at similar valuations: Alibaba at 3x P/S, MercadoLibre at 9x P/S. All of these valuations are basically all-time lows.</p>\n<p>If Shopee keeps doubling revenue over the next couple of years (which it's easily done every year since 2016), becomes profitable (which scaling up tends to help with), and will have Amazon's P/S multiple in two years, then at 16 P/S today it would trade flat for two years. But if it keeps growing much faster than Amazon over a longer period like a decade, and/or if the overall industry multiples expand to more normal historical levels, then even at 16x P/S this segment has potential upside. On the other hand, if it stops growing or never becomes profitable then investors will be very disappointed at any P/S.</p>\n<p>Given this wide range of outcomes, each person is going to have their own way of valuing this segment. For me, when I look at Shopee's mobile dominance, relatively small current size, the funding coming in from Garena, and the precedent set by Amazon, Alibaba, and MercadoLibre for the sustainable long-term success of this business model, I am optimistic about this segment's future. I recognize that it's currently an unprofitable and thus risky segment, but I also see the massive potential.</p>\n<p>So I am happy paying a 16x P/S multiple, which values the e-commerce segment at $83.2B. Some people will call that way too high, and those people will probably never get a chance to invest in this company, for better or for worse.</p>\n<p>Thus, with just Garena and Shopee, I have Sea being worth $106.7B. Its current market cap is $123.1B. To account for the difference, let's look at the other parts of Sea.</p>\n<p><b>FinTech &amp; Investments</b></p>\n<p>The easiest addition to my computed valuation is Sea's $12B cash pile, partially offset by $4B in debt. This adds some nice optionality to the company and ensures that it won't be bankrupt any time soon despite losing money with Shopee. Adding in the $8B cash difference puts my computed valuation at $114.7B, just $8.4B short of the actual valuation.</p>\n<p>Then there is Sea's FinTech arm, SeaMoney. The main product here is a mobile wallet, which was responsible for $4.6B in payment volume in the last quarter (~$20B over a year). This segment accounted for $132 million in Q3 revenue, up a whopping 818% year over year. This implies a \"take rate\" of 2.9%, which is even better than established FinTech companies like Visa (V). Because of this high take rate, I'm not worried about SeaMoney losing money while it scales.</p>\n<p>Despite SeaMoney being a small segment, it's now reaching a point where it can be factored into the valuation. Maybe it's only worth a couple of billion, but this is just the start. Five years ago, nobody would have expected that an e-commerce platform accounting for 5% of Sea's sales would today be worth more than the gaming segment. But Sea's management - combined with Garena's ability to fund new segments and drive their viral adoption - made it happen. It's certainly not guaranteed that Sea will have the same success with FinTech, but there is precedent for it.</p>\n<p>If one day this segment is worth a third or more of Sea (in 2020, FinTech accounted for 36% of MercadoLibre's revenue) then getting it for just 7% of the business today will be well worth it, even if that implies a somewhat high 16x P/S multiple for the segment today. Actually, this multiple is already lower than Visa's,&nbsp;Mastercard's (NYSE:MA), and Affirm's (NASDAQ:AFRM). Realistically, a segment growing at 818% year over year should probably get a higher multiple than these slower-growing companies', but we don't even need to speculate about what a fair multiple is, since we can reach Sea's current valuation by using 16x P/S in my model valuation.</p>\n<p>One way this segment could grow even more is through the introduction of more products besides the mobile wallet. Sea noted in their recent earnings that they have started \"early initiatives in other digital financial services such as buy now pay later, digital bank, and insurtech.\" These guys sure know how to hop on the latest high growth trend.</p>\n<p>Finally, there's the investments arm. Sea is investing in early-stage tech companies, especially in Southeast Asia. There's strong precedent for companies like Tencent (which is itself an investor in Sea) and Shopify (NYSE:SHOP) managing successful investment portfolios that ultimately factor meaningfully into their valuation. Right now Sea's investment arm is very early stage, so I don't include it in my valuation model. But it doesn't have to be factored in to justify the current share price. It's just one more area that might be worth a large part of Sea one day.</p>\n<p><b>Conclusion</b></p>\n<p>Looking at each of Sea's segments, my valuation model indicates that Sea is fairly valued today. However, my model doesn't account for the significant optionality of the newer segments. Just like e-commerce did over the last five years, FinTech (and/or investments) could grow to become a very large part of Sea's business. With the FinTech segment currently growing at 818% year over year, it doesn't take much imagination to see how this happens. Just another year or two of growth at something close to that rate will make the FinTech arm impossible for investors to ignore.</p>\n<p>This optionality combined general strength in each business has allowed Sea to post an average revenue beat of 7% over the past year. Earnings haven't been as strong, and I expect that to be the main point of contention with my valuation model, as is the case for most unprofitable companies. In particular, I expect some readers will disagree with my valuation of the e-commerce segment. But even if you drop e-commerce all the way down to 5x P/S (a multiple seen today by much slower growing e-commerce companies) that implies 54% downside from today's prices. It's a steep drop for sure, but most companies in today's market would be looking at such a decline if one were to use the most conservative valuation standards possible.</p>\n<p>Only fast-growing companies like Sea can quickly offset such a decline with revenue growth. As a result, the businesses with the most long-term potential will hardly ever trade at the most conservative valuation possible. And Sea certainly has long-term potential. It's one of the few high-growth companies I own that I could see reaching a trillion-dollar market cap this decade.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited: A Deep Dive To Understand The Recent Selloff</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\">\nSea Limited: A Deep Dive To Understand The Recent Selloff\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-28 13:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4476940-sea-limited-understand-the-recent-selloff><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nSea Limited is a highly diversified business firing on all cylinders in some of the fastest-growing economies in the world.\nI dive into each of its segments to understand the recent selloff ...</p>\n\n<a href=\"https://seekingalpha.com/article/4476940-sea-limited-understand-the-recent-selloff\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4476940-sea-limited-understand-the-recent-selloff","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102262158","content_text":"Summary\n\nSea Limited is a highly diversified business firing on all cylinders in some of the fastest-growing economies in the world.\nI dive into each of its segments to understand the recent selloff and justify the current valuation.\nI consider Sea one of my ten highest conviction investments.\n\nkokkai/iStock Unreleased via Getty Images\nThesis\nA by-parts analysis of Sea Limited's (NYSE:SE) segments shows that its current valuation is roughly fair, but there are many long-term growth drivers that could surprise to the upside and drive very strong returns for years to come.\nIntroduction\nI recently wrote an article highlighting my top 10 stock picks for 2022. I'd already done an in-depth analysis of my other nine picks in other Seeking Alpha articles, so I thought it would be good to close out the year with an article about Sea.\nFurthermore, with shares down significantly over the past couple of months (but still slightly up for the year), I believe this article may prove timely. I don't speculate on short-term market movements, but I personally added to my Sea shares recently. It's one of my only losing positions that I didn't sell out of temporarily for tax-loss harvesting, and in this article, I will explain why Sea is such a high conviction holding for me.\nIt's also worth noting that many professional investors seem to share this opinion. Sea is the 121st largest company in the world, but it's the16thmost popular holding among hedge funds. This implies that big money is overweight Sea, with 71% of shares held by institutions.\nBecause Sea operates in many different areas, I will do a separate analysis of each of its operating segments to justify its current valuation and explain how that valuation could drive unexpectedly strong returns for years.\nGaming\nSea Limited's gaming segment Garena is best known for Free Fire, a mobile battle royale game that was developed in-house.\nThe game was released in 2017 and has been very popular ever since. It currently has the second most monthly active users among all Android games globally. The game is available worldwide, but it's particularly popular in emerging markets like SEA, LATAM, and India, where it's been the highest-grossing mobile game for over two years.\nWith the game having been popular for a long time already, there's some concern that gamers will move on to the next big thing. Although there are some mobile games that are older than Free Fire and still very popular - like Roblox, Clash of Clans, and Pokemon Go - there are many more that have been forgotten. Until Garena releases more games and proves that it can be successful with them too, there will always be questions about whether its studio is a one-hit wonder.\nRegardless, Garena is a critical part of Sea because it's the only profitable segment and it doubles a social platform that provides free advertising for Sea's non-gaming products. Cross-promotion is a huge competitive advantage for Sea.\nThus, one reason for Sea's recent selloff could be the Q4 guidance implied for Garena.\nSource: Earnings Call Presentation\nIn Q2 this year, Garena raised its guidance to $4.5B-$4.7B for 2021 bookings (up from $4.3B-$4.5B). With the first three quarters already totaling $3.5B, this implies that Q4 bookings will come in at $1.0B-$1.2B, up between 0% and 20% year over year, and likely down sequentially. This is compared to 29% growth in the most recent quarter and 44% projected growth for the full year.\nWhile 20% isn't a terrible deceleration, 0% certainly is. Even 20% growth isn't spectacular compared to the historic levels. At the 10% midpoint, Garena's growth looks more similar to that of a mature company like Activision (NASDAQ:ATVI) or Zynga (NASDAQ:ZNGA) than a fast-growing company like Roblox (NYSE:RBLX).\nGarena's implied valuation should - and did - suffer as a result. While a fast-growing company like Roblox can command a high double-digit P/S multiple, Activision and Zynga trade at an average P/S multiple of just 4. Garena is slightly more profitable than them and probably has more risk to the upside, so I'll use a P/S multiple of 5 for my implied valuation. This implies a P/E of about 10 for a business growing at around 10%, which is very reasonable in today's market.\nThis means Garena is worth $23.5B based on the high end of management's guidance.\nI believe this valuation is actually conservative for a few reasons:\n\nNext year has tough comps and growth could re-accelerate in the following years or even next year, especially if Garena releases a new hit game. The growth rate past next quarter is not based on explicit guidance from the company, only industry forecasts.\nThe peer valuations I used are from companies also trading at the lower end of their valuation range for the past year.\nGarena has a good track record and is continuing to invest in Free Fire. One example of this is the recently released Free Fire MAX, which improves the experience for users with higher-end phones and even adds a metaverse-like customizable map called Craftland. To me, this implies that Garena believes Free Fire is still in the earlier part of its lifecycle.\nAlthough I'd obviously prefer that Garena develops more games in house, in the meantime it's still not a one-trick pony. In addition to Free Fire, Garena distributes games from third-party developers like Tencent (OTCMKTS:OTCPK:TCEHY). These are popular titles like League of Legends and Call of Duty, which meaningfully diversify Garena's revenue.\n\nE-Commerce\nSea's e-commerce platform Shopee is currently its big growth driver. This platform is often considered the Amazon (NASDAQ:AMZN) of Southeast Asia, and it recently expanded into more markets including Brazil.\nThere's always some debate about who is really the Amazon of a region. Shopee certainly has competition, including from Alibaba's (NYSE:BABA) Lazada, Tokopedia in Indonesia, MercadoLibre (MELI) in Brazil, and even Amazon itself. With most of the competition being private or tucked away into a larger company, many of the competitors don't publish exact revenue numbers, which makes it difficult to measure the competition. Even Sea hasn't published explicit revenue numbers for some countries like Brazil.\nOne neutral source that can be assessed is the Alexa site rank, which as its name suggests ranks sites by their popularity. Keep in mind that these are ranks, so a lower score is better.\nSource: The Author, compiled from Alexa\nShopee is very mobile-focused, but the above table only considers the website. To check App Store app ranks for the shopping category, we can use App Annie.\nSource: The Author, compiled from AppAnnie\nOn the mobile side, there's no need to look at the competition because Shopee is consistently the number one shopping app in every country listed. In a mobile-first world, this bodes very well. Even on the web side, Shopee wins out except in a few specific regions like LATAM and (barely) Indonesia, which have more local competitors.\nOf course, traffic doesn't always translate to GMV. But for a shopping app where most people will use the app to buy something, it's a decent proxy. A third party estimates that Shopee accounts for57%of all e-commerce in Southeast Asia. It's Shopee's dominance in the mobile app ranks and market share that make me consider it the Amazon of Southeast Asia.\nSo why would a company with so much potential sell off?\nAfter the recent earnings report, some analysts expressed concern that Shopee is branching out into other countries like Poland and Mexico before validating its business model in the current markets. In these countries, Shopee has less of a presence; it's bounced between the 3-5 spots on the Mexico App Store for shopping apps, and between spots 1 and 3 in Poland. Although analysts hate uncertainty - and the CEO's comments that they don't have a concrete measure of success in these earlier stage countries won't help with that - Shopee has a history of entering new countries successfully and I am willing to give management some time to try expanding more. After all, if they're successful, then it could drive even more unexpected growth in the future.\nAnother complaint from analysts was that the basket size (average purchase size) is trending down. While that could also have contributed to the recent selloff, it's hard to complain when the overall sales increased a lot despite a decrease in basket size.\nThe company raised its guidance for e-commerce again in Q3, now guiding for $5.0B-$5.2B in 2021 e-commerce revenue. That's 75%-100% growth in Q4 and about 135% growth for the year. These are much more exciting numbers than the gaming side, although the guidance still implies a slight deceleration in Q4. But compared to Amazon's $340B in 2020 e-commerce sales, Shopee looks like it's just scratched the surface. E-commerce is at only11%penetration in Southeast Asia compared to18.7%in the USA, and Southeast Asia economies are generally growing faster than the USA's.\nDespite being in a blue skies industry, it's more difficult to value the e-commerce segment because it operates at a loss (whereas the gaming segment is highly profitable). Shopee's success is not guaranteed because it's not clear at this point whether the platform can become profitable while retaining its market share. Stocks like this tend to experience more volatility, which could partially explain the recent selloff.\nFor unprofitable software companies, I like to use the Rule of 40 to assess the business. But it's difficult to apply this rule to a more cyclical e-commerce company with naturally lower margins. Even so, it's worth noting that despite being unprofitable, Sea's Rule of 40 score of 104 is better than most SaaS companies', and also better than e-commerce peers Amazon (21), MercadoLibre (73), and Alibaba (43).\nTo understand Shopee's terminal valuation once it becomes profitable, we can look at industry peers. Amazon is one profitable and slower-growing peer, and it trades at 4x P/S. AWS pushes this number up, but Amazon's high exposure to first-party sales offsets that. Other e-commerce marketplace peers trade at similar valuations: Alibaba at 3x P/S, MercadoLibre at 9x P/S. All of these valuations are basically all-time lows.\nIf Shopee keeps doubling revenue over the next couple of years (which it's easily done every year since 2016), becomes profitable (which scaling up tends to help with), and will have Amazon's P/S multiple in two years, then at 16 P/S today it would trade flat for two years. But if it keeps growing much faster than Amazon over a longer period like a decade, and/or if the overall industry multiples expand to more normal historical levels, then even at 16x P/S this segment has potential upside. On the other hand, if it stops growing or never becomes profitable then investors will be very disappointed at any P/S.\nGiven this wide range of outcomes, each person is going to have their own way of valuing this segment. For me, when I look at Shopee's mobile dominance, relatively small current size, the funding coming in from Garena, and the precedent set by Amazon, Alibaba, and MercadoLibre for the sustainable long-term success of this business model, I am optimistic about this segment's future. I recognize that it's currently an unprofitable and thus risky segment, but I also see the massive potential.\nSo I am happy paying a 16x P/S multiple, which values the e-commerce segment at $83.2B. Some people will call that way too high, and those people will probably never get a chance to invest in this company, for better or for worse.\nThus, with just Garena and Shopee, I have Sea being worth $106.7B. Its current market cap is $123.1B. To account for the difference, let's look at the other parts of Sea.\nFinTech & Investments\nThe easiest addition to my computed valuation is Sea's $12B cash pile, partially offset by $4B in debt. This adds some nice optionality to the company and ensures that it won't be bankrupt any time soon despite losing money with Shopee. Adding in the $8B cash difference puts my computed valuation at $114.7B, just $8.4B short of the actual valuation.\nThen there is Sea's FinTech arm, SeaMoney. The main product here is a mobile wallet, which was responsible for $4.6B in payment volume in the last quarter (~$20B over a year). This segment accounted for $132 million in Q3 revenue, up a whopping 818% year over year. This implies a \"take rate\" of 2.9%, which is even better than established FinTech companies like Visa (V). Because of this high take rate, I'm not worried about SeaMoney losing money while it scales.\nDespite SeaMoney being a small segment, it's now reaching a point where it can be factored into the valuation. Maybe it's only worth a couple of billion, but this is just the start. Five years ago, nobody would have expected that an e-commerce platform accounting for 5% of Sea's sales would today be worth more than the gaming segment. But Sea's management - combined with Garena's ability to fund new segments and drive their viral adoption - made it happen. It's certainly not guaranteed that Sea will have the same success with FinTech, but there is precedent for it.\nIf one day this segment is worth a third or more of Sea (in 2020, FinTech accounted for 36% of MercadoLibre's revenue) then getting it for just 7% of the business today will be well worth it, even if that implies a somewhat high 16x P/S multiple for the segment today. Actually, this multiple is already lower than Visa's, Mastercard's (NYSE:MA), and Affirm's (NASDAQ:AFRM). Realistically, a segment growing at 818% year over year should probably get a higher multiple than these slower-growing companies', but we don't even need to speculate about what a fair multiple is, since we can reach Sea's current valuation by using 16x P/S in my model valuation.\nOne way this segment could grow even more is through the introduction of more products besides the mobile wallet. Sea noted in their recent earnings that they have started \"early initiatives in other digital financial services such as buy now pay later, digital bank, and insurtech.\" These guys sure know how to hop on the latest high growth trend.\nFinally, there's the investments arm. Sea is investing in early-stage tech companies, especially in Southeast Asia. There's strong precedent for companies like Tencent (which is itself an investor in Sea) and Shopify (NYSE:SHOP) managing successful investment portfolios that ultimately factor meaningfully into their valuation. Right now Sea's investment arm is very early stage, so I don't include it in my valuation model. But it doesn't have to be factored in to justify the current share price. It's just one more area that might be worth a large part of Sea one day.\nConclusion\nLooking at each of Sea's segments, my valuation model indicates that Sea is fairly valued today. However, my model doesn't account for the significant optionality of the newer segments. Just like e-commerce did over the last five years, FinTech (and/or investments) could grow to become a very large part of Sea's business. With the FinTech segment currently growing at 818% year over year, it doesn't take much imagination to see how this happens. Just another year or two of growth at something close to that rate will make the FinTech arm impossible for investors to ignore.\nThis optionality combined general strength in each business has allowed Sea to post an average revenue beat of 7% over the past year. Earnings haven't been as strong, and I expect that to be the main point of contention with my valuation model, as is the case for most unprofitable companies. In particular, I expect some readers will disagree with my valuation of the e-commerce segment. But even if you drop e-commerce all the way down to 5x P/S (a multiple seen today by much slower growing e-commerce companies) that implies 54% downside from today's prices. It's a steep drop for sure, but most companies in today's market would be looking at such a decline if one were to use the most conservative valuation standards possible.\nOnly fast-growing companies like Sea can quickly offset such a decline with revenue growth. As a result, the businesses with the most long-term potential will hardly ever trade at the most conservative valuation possible. And Sea certainly has long-term potential. It's one of the few high-growth companies I own that I could see reaching a trillion-dollar market cap this decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880359194,"gmtCreate":1631022082218,"gmtModify":1676530444681,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934289940082","authorIdStr":"3575934289940082"},"themes":[],"htmlText":"Sure","listText":"Sure","text":"Sure","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/880359194","repostId":"1169993498","repostType":4,"repost":{"id":"1169993498","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631015740,"share":"https://ttm.financial/m/news/1169993498?lang=&edition=fundamental","pubTime":"2021-09-07 19:55","market":"us","language":"en","title":"Toplines Before US Market Open on Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1169993498","media":"Tiger Newspress","summary":"U.S. stock futureswere flat Tuesday.\nOn Wall Street, cyclical stocks are the best performers, led by","content":"<ul>\n <li>U.S. stock futureswere flat Tuesday.</li>\n <li>On Wall Street, cyclical stocks are the best performers, led by Financials. Info Tech,&nbsp;Communication Services and Energy are slightly lower.</li>\n <li>The dollar and Treasuries yields rose, gold and cryptos dropped.</li>\n <li>Bitcoin could be active today asit becomes legal tender in El Salvador and has gained the attention of the Reddit crowd.</li>\n</ul>\n<p>(Sept 7)&nbsp;European bourses dipped in the red and a rally in US equity futures which traded near all-time highs after the Labor Day holiday fizzled, as&nbsp; investors weighed China’s better-than-forecast&nbsp;trade data against the growing likelihood of fading central-bank support. S&amp;P500 futures traded fractionally in the green and Nasdaq 100 indexes slipped and equity gains in China and Japan were followed by losses in Europe as investors speculated the ECB may get ready to roll back stimulus. The dollar and Treasuries yields rose, gold and cryptos dropped.</p>\n<p>At 8:00 a.m. ET, Dow E-minis were up 33 points, or 0.09%, S&amp;P 500 E-minis were up 2.5 points, or 0.06% and Nasdaq 100 E-minis were up 2.75 points, or 0.02%.</p>\n<p><img src=\"https://static.tigerbbs.com/774e551b2ebb39de9eaeec90e5af95c9\" tg-width=\"1242\" tg-height=\"518\" referrerpolicy=\"no-referrer\"></p>\n<p>Tech gigacaps such as Microsoft, Amazon.com and Facebook eased about 0.2% each, while Apple and Google were slightly higher.</p>\n<p>Tracking benchmark bond yields higher, banks including Wells Fargo, Goldman Sachs, Citigroup and JP Morgan rose between 0.4% and 0.5%.</p>\n<p>Among meme stocks, IronNet more than doubled in value in premarket trading after the cybersecurity company was touted on Reddit and StockTwits.&nbsp;</p>\n<p>Chinese technology stocks listed in the U.S. rose premarket, amid surprisingly strong trade data (see below), renewed demand for technology shares, the lack of new regulatory announcements and Tencent’s plans to buy back more shares. Alibaba (BABA) was up 2.35% and Didi (DIDI) gained 2.55%, while Baidu (BIDU) gains 3.33%.</p>\n<p><img src=\"https://static.tigerbbs.com/f7d4a60cfccf02d72f36227e0e14cd3e\" tg-width=\"274\" tg-height=\"716\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Stocks making the biggest moves premarket:</b></p>\n<ul>\n <li>Alcoa (AA) shares rise 2.9%&nbsp;premarket, catching up with the jump in aluminum prices seen on Monday when U.S. markets were closed.</li>\n <li>Farfetch (FTCH) drops 0.7% after Arete downgraded the stock to sell, citing China risks along with a drag to gross margin from Tmall fees.</li>\n <li>Columbia Property Trust Inc (CXP) jumped 15.8% after Pacific Investment Management Company said it would buy the company for $2.2 billion.</li>\n <li>InflaRx (IFRX) shares rally 23% after it was among the companies awarded grants in Germany for Covid-19 drug development.</li>\n <li>IronNet (IRNT) shares soar 106% with the stock being touted on Reddit and StockTwits.</li>\n <li>Match Group (MTCH) surges 14% on being named to the S&amp;P 500 Index.</li>\n <li>Moderna (MRNA) declines 1.6% after report that Japan’s health ministry said that a man in his 40s died after receiving the biotech’s Covid-19 vaccine from production lots that are being recalled due to possible contamination</li>\n <li>Vertex Pharmaceuticals fell 1.8% in early New York trading after Morgan Stanley cut its stock recommendation to underweight.</li>\n</ul>\n<p>The world’s biggest economy remains “in good health” despite a recent increase in Covid-19 infections, according to Mark Haefele, chief investment officer at UBS Global Wealth. “This will support stocks, in our view, especially in cyclical industries like energy and financials,” Haefele said. “We continue to advise investors to position for reopening and recovery.”</p>\n<p>Another thing that supports stocks is that the market is no longer expecting a Fed announcement about tapering in September, Esty Dwek, a global market strategist at Natixis Investment Managers, told Bloomberg Television. “Tapering doesn’t matter that much for markets. It’s priced in, it’s expected. But the reality is that interest rate hikes matter.” Justifying this view wasGoldman's latest GDP forecast cuton Monday, its third in the past month, which saw the bank trim its full-year 2021 GDP forecast to 5.7% from 6.0%.</p>\n<p><img src=\"https://static.tigerbbs.com/858faccbc6f7fdcbcba5f727c38900c2\" tg-width=\"952\" tg-height=\"625\" width=\"100%\" height=\"auto\">The S&amp;P 500 and the Nasdaq have gained around 1.5% each since Aug. 27 following dovish commentary from Fed Chair Jerome Powell at the Jackson Hole Symposium where he again said that a stable job market was an essential goal for the central bank to start pulling back monetary support.</p>\n<p>Optimism that the Fed will delay tapering was offset by concerns that the ECB could turn hawkish at its meeting this week: “There is a growing expectation that the European Central Bank could start talking about tapering its bond purchases sooner rather than later,”&nbsp;Ipek Ozkardeskaya, a senior analyst at Swissquote Group Holdings, wrote in a note. “The ECB hawks who have been in a retreat for the past year won’t stay quiet for longer facing the rising inflation threat.”</p>\n<p>Asian stocks climbed, driven by Japanese shares<b>that extended a rally after the prime minister’s resignation announcement and a surge in Hong Kong-traded tech names.</b>The MSCI Asia Pacific Index advanced as much as 0.5%, led by the communication-services and consumer-discretionary sectors. Japan’s Nikkei 225 Stock Average briefly broke above the 30,000 level for the first time since April as a reshuffle of the blue-chip gauge added to optimism stoked by potential policy changes that could come under a new national leader. Japanese Finance Minister Aso said<b>they will consider compiling a budget with focus on digital, environmental policies, regional economies and ageing population.</b>Furthermore, he doubts if Japan's finances would risk a weaker JPY and inflation, while he suggested it would be good for the next PM to boost government revenue and restrain spending (yes, he really said that).</p>\n<p>Adding to the good news was the report that Chinese export growth unexpectedly surged in August, allaying concerns the pandemic is delaying economic reopening and creating supply-chain bottlenecks. China's exports accelerated to 25.6% yoy in August, a sequential rebound of 3.3% in August vs. -0.3% in July. Imports rose 33.1% yoy in August, and grew 2.1% mom sa non-annualized in August (vs. -6.4% in July). Both exports and imports surprised to the upside despite the disruptions to operations at Ningbo port in August due to the local outbreak. Monthly trade surplus rose to $58.3bn in August.</p>\n<p><img src=\"https://static.tigerbbs.com/eaa2b6673ab863a92d8ad2a5cbb10328\" tg-width=\"575\" tg-height=\"369\" width=\"100%\" height=\"auto\"><b>In FX,</b> the Bloomberg Dollar Spot Index erased losses as a rally in regional equities stalled and the greenback traded mixed versus its Group-of-10 peers, though most moves were relatively small.<b>Australia’s dollar was the worst G-10 performer as it reversed an earlier gain after the central bank said it will maintain its debt purchases until at least-mid February,</b>instead of an earlier target of November this year. Ten of 16 economists surveyed by Bloomberg had expected the RBA to defer scaling back quantitative easing. The central bank held its cash rate at 0.1% at the meeting. The euro was little changed, shrugging off data that showed investor confidence in the German economy declining for a fourth month amid worsening infection rates and global supply disruptions. The pound hovered ahead of U.K. Prime Minister Boris Johnson announcing a long-awaited plan to reform social care. If the “key interest rate does rise in the next year or so, it’s likely that any rise would be relatively limited,” Bank of England policy maker Michael Saunders said in a speech on Tuesday. Japanese government bond futures rose after a smooth auction of 30-year debt soothed sentiment toward the nation’s debt market. The yen traded in a narrow range.<b>Emerging-market currencies weakened for the first time in three days as the dollar climbed along with U.S. yields.</b>Higher-yielding currencies, including the South African rand and Russian ruble, led declines after outperforming peers last week on expectations for continuing monetary support from the Federal Reserve.</p>\n<p><b>In rates, </b>Treasury yields were cheaper by up to 4bp across 7- to 20-year sectors,<b>with 10-year yields sit around 1.36%, mildly outperforming bunds while gilts trade slightly richer.</b>Treasuries were pressured lower with losses led by intermediates out to long-end ahead of this week’s supply, which kicks off Tuesday with $58b 3-year note sale.&nbsp; Mild risk-on in Asia spurred by China trade data beat saw stocks close higher and Treasuries trade heavy, adding to auction concessions. U.S. auction cycle includes 10- and 30-year offerings Wednesday and Thursday. Peripheral spreads have a marginal tightening bias to core; Spain underperformed slightly with focus today on issuance of the sovereign’s inaugural green bond.</p>\n<p>In commodities, crude futures drift within Monday’s trading range. WTI hovers near $69. Brent near $72.50. Spot gold drops ~$10 to trade near $1,813/oz. LME copper underperforms peers with a 1% decline.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Tuesday</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\">\nToplines Before US Market Open on Tuesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-09-07 19:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>U.S. stock futureswere flat Tuesday.</li>\n <li>On Wall Street, cyclical stocks are the best performers, led by Financials. Info Tech,&nbsp;Communication Services and Energy are slightly lower.</li>\n <li>The dollar and Treasuries yields rose, gold and cryptos dropped.</li>\n <li>Bitcoin could be active today asit becomes legal tender in El Salvador and has gained the attention of the Reddit crowd.</li>\n</ul>\n<p>(Sept 7)&nbsp;European bourses dipped in the red and a rally in US equity futures which traded near all-time highs after the Labor Day holiday fizzled, as&nbsp; investors weighed China’s better-than-forecast&nbsp;trade data against the growing likelihood of fading central-bank support. S&amp;P500 futures traded fractionally in the green and Nasdaq 100 indexes slipped and equity gains in China and Japan were followed by losses in Europe as investors speculated the ECB may get ready to roll back stimulus. The dollar and Treasuries yields rose, gold and cryptos dropped.</p>\n<p>At 8:00 a.m. ET, Dow E-minis were up 33 points, or 0.09%, S&amp;P 500 E-minis were up 2.5 points, or 0.06% and Nasdaq 100 E-minis were up 2.75 points, or 0.02%.</p>\n<p><img src=\"https://static.tigerbbs.com/774e551b2ebb39de9eaeec90e5af95c9\" tg-width=\"1242\" tg-height=\"518\" referrerpolicy=\"no-referrer\"></p>\n<p>Tech gigacaps such as Microsoft, Amazon.com and Facebook eased about 0.2% each, while Apple and Google were slightly higher.</p>\n<p>Tracking benchmark bond yields higher, banks including Wells Fargo, Goldman Sachs, Citigroup and JP Morgan rose between 0.4% and 0.5%.</p>\n<p>Among meme stocks, IronNet more than doubled in value in premarket trading after the cybersecurity company was touted on Reddit and StockTwits.&nbsp;</p>\n<p>Chinese technology stocks listed in the U.S. rose premarket, amid surprisingly strong trade data (see below), renewed demand for technology shares, the lack of new regulatory announcements and Tencent’s plans to buy back more shares. Alibaba (BABA) was up 2.35% and Didi (DIDI) gained 2.55%, while Baidu (BIDU) gains 3.33%.</p>\n<p><img src=\"https://static.tigerbbs.com/f7d4a60cfccf02d72f36227e0e14cd3e\" tg-width=\"274\" tg-height=\"716\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Stocks making the biggest moves premarket:</b></p>\n<ul>\n <li>Alcoa (AA) shares rise 2.9%&nbsp;premarket, catching up with the jump in aluminum prices seen on Monday when U.S. markets were closed.</li>\n <li>Farfetch (FTCH) drops 0.7% after Arete downgraded the stock to sell, citing China risks along with a drag to gross margin from Tmall fees.</li>\n <li>Columbia Property Trust Inc (CXP) jumped 15.8% after Pacific Investment Management Company said it would buy the company for $2.2 billion.</li>\n <li>InflaRx (IFRX) shares rally 23% after it was among the companies awarded grants in Germany for Covid-19 drug development.</li>\n <li>IronNet (IRNT) shares soar 106% with the stock being touted on Reddit and StockTwits.</li>\n <li>Match Group (MTCH) surges 14% on being named to the S&amp;P 500 Index.</li>\n <li>Moderna (MRNA) declines 1.6% after report that Japan’s health ministry said that a man in his 40s died after receiving the biotech’s Covid-19 vaccine from production lots that are being recalled due to possible contamination</li>\n <li>Vertex Pharmaceuticals fell 1.8% in early New York trading after Morgan Stanley cut its stock recommendation to underweight.</li>\n</ul>\n<p>The world’s biggest economy remains “in good health” despite a recent increase in Covid-19 infections, according to Mark Haefele, chief investment officer at UBS Global Wealth. “This will support stocks, in our view, especially in cyclical industries like energy and financials,” Haefele said. “We continue to advise investors to position for reopening and recovery.”</p>\n<p>Another thing that supports stocks is that the market is no longer expecting a Fed announcement about tapering in September, Esty Dwek, a global market strategist at Natixis Investment Managers, told Bloomberg Television. “Tapering doesn’t matter that much for markets. It’s priced in, it’s expected. But the reality is that interest rate hikes matter.” Justifying this view wasGoldman's latest GDP forecast cuton Monday, its third in the past month, which saw the bank trim its full-year 2021 GDP forecast to 5.7% from 6.0%.</p>\n<p><img src=\"https://static.tigerbbs.com/858faccbc6f7fdcbcba5f727c38900c2\" tg-width=\"952\" tg-height=\"625\" width=\"100%\" height=\"auto\">The S&amp;P 500 and the Nasdaq have gained around 1.5% each since Aug. 27 following dovish commentary from Fed Chair Jerome Powell at the Jackson Hole Symposium where he again said that a stable job market was an essential goal for the central bank to start pulling back monetary support.</p>\n<p>Optimism that the Fed will delay tapering was offset by concerns that the ECB could turn hawkish at its meeting this week: “There is a growing expectation that the European Central Bank could start talking about tapering its bond purchases sooner rather than later,”&nbsp;Ipek Ozkardeskaya, a senior analyst at Swissquote Group Holdings, wrote in a note. “The ECB hawks who have been in a retreat for the past year won’t stay quiet for longer facing the rising inflation threat.”</p>\n<p>Asian stocks climbed, driven by Japanese shares<b>that extended a rally after the prime minister’s resignation announcement and a surge in Hong Kong-traded tech names.</b>The MSCI Asia Pacific Index advanced as much as 0.5%, led by the communication-services and consumer-discretionary sectors. Japan’s Nikkei 225 Stock Average briefly broke above the 30,000 level for the first time since April as a reshuffle of the blue-chip gauge added to optimism stoked by potential policy changes that could come under a new national leader. Japanese Finance Minister Aso said<b>they will consider compiling a budget with focus on digital, environmental policies, regional economies and ageing population.</b>Furthermore, he doubts if Japan's finances would risk a weaker JPY and inflation, while he suggested it would be good for the next PM to boost government revenue and restrain spending (yes, he really said that).</p>\n<p>Adding to the good news was the report that Chinese export growth unexpectedly surged in August, allaying concerns the pandemic is delaying economic reopening and creating supply-chain bottlenecks. China's exports accelerated to 25.6% yoy in August, a sequential rebound of 3.3% in August vs. -0.3% in July. Imports rose 33.1% yoy in August, and grew 2.1% mom sa non-annualized in August (vs. -6.4% in July). Both exports and imports surprised to the upside despite the disruptions to operations at Ningbo port in August due to the local outbreak. Monthly trade surplus rose to $58.3bn in August.</p>\n<p><img src=\"https://static.tigerbbs.com/eaa2b6673ab863a92d8ad2a5cbb10328\" tg-width=\"575\" tg-height=\"369\" width=\"100%\" height=\"auto\"><b>In FX,</b> the Bloomberg Dollar Spot Index erased losses as a rally in regional equities stalled and the greenback traded mixed versus its Group-of-10 peers, though most moves were relatively small.<b>Australia’s dollar was the worst G-10 performer as it reversed an earlier gain after the central bank said it will maintain its debt purchases until at least-mid February,</b>instead of an earlier target of November this year. Ten of 16 economists surveyed by Bloomberg had expected the RBA to defer scaling back quantitative easing. The central bank held its cash rate at 0.1% at the meeting. The euro was little changed, shrugging off data that showed investor confidence in the German economy declining for a fourth month amid worsening infection rates and global supply disruptions. The pound hovered ahead of U.K. Prime Minister Boris Johnson announcing a long-awaited plan to reform social care. If the “key interest rate does rise in the next year or so, it’s likely that any rise would be relatively limited,” Bank of England policy maker Michael Saunders said in a speech on Tuesday. Japanese government bond futures rose after a smooth auction of 30-year debt soothed sentiment toward the nation’s debt market. The yen traded in a narrow range.<b>Emerging-market currencies weakened for the first time in three days as the dollar climbed along with U.S. yields.</b>Higher-yielding currencies, including the South African rand and Russian ruble, led declines after outperforming peers last week on expectations for continuing monetary support from the Federal Reserve.</p>\n<p><b>In rates, </b>Treasury yields were cheaper by up to 4bp across 7- to 20-year sectors,<b>with 10-year yields sit around 1.36%, mildly outperforming bunds while gilts trade slightly richer.</b>Treasuries were pressured lower with losses led by intermediates out to long-end ahead of this week’s supply, which kicks off Tuesday with $58b 3-year note sale.&nbsp; Mild risk-on in Asia spurred by China trade data beat saw stocks close higher and Treasuries trade heavy, adding to auction concessions. U.S. auction cycle includes 10- and 30-year offerings Wednesday and Thursday. Peripheral spreads have a marginal tightening bias to core; Spain underperformed slightly with focus today on issuance of the sovereign’s inaugural green bond.</p>\n<p>In commodities, crude futures drift within Monday’s trading range. WTI hovers near $69. Brent near $72.50. Spot gold drops ~$10 to trade near $1,813/oz. LME copper underperforms peers with a 1% decline.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169993498","content_text":"U.S. stock futureswere flat Tuesday.\nOn Wall Street, cyclical stocks are the best performers, led by Financials. Info Tech, Communication Services and Energy are slightly lower.\nThe dollar and Treasuries yields rose, gold and cryptos dropped.\nBitcoin could be active today asit becomes legal tender in El Salvador and has gained the attention of the Reddit crowd.\n\n(Sept 7) European bourses dipped in the red and a rally in US equity futures which traded near all-time highs after the Labor Day holiday fizzled, as  investors weighed China’s better-than-forecast trade data against the growing likelihood of fading central-bank support. S&P500 futures traded fractionally in the green and Nasdaq 100 indexes slipped and equity gains in China and Japan were followed by losses in Europe as investors speculated the ECB may get ready to roll back stimulus. The dollar and Treasuries yields rose, gold and cryptos dropped.\nAt 8:00 a.m. ET, Dow E-minis were up 33 points, or 0.09%, S&P 500 E-minis were up 2.5 points, or 0.06% and Nasdaq 100 E-minis were up 2.75 points, or 0.02%.\n\nTech gigacaps such as Microsoft, Amazon.com and Facebook eased about 0.2% each, while Apple and Google were slightly higher.\nTracking benchmark bond yields higher, banks including Wells Fargo, Goldman Sachs, Citigroup and JP Morgan rose between 0.4% and 0.5%.\nAmong meme stocks, IronNet more than doubled in value in premarket trading after the cybersecurity company was touted on Reddit and StockTwits. \nChinese technology stocks listed in the U.S. rose premarket, amid surprisingly strong trade data (see below), renewed demand for technology shares, the lack of new regulatory announcements and Tencent’s plans to buy back more shares. Alibaba (BABA) was up 2.35% and Didi (DIDI) gained 2.55%, while Baidu (BIDU) gains 3.33%.\n\nStocks making the biggest moves premarket:\n\nAlcoa (AA) shares rise 2.9% premarket, catching up with the jump in aluminum prices seen on Monday when U.S. markets were closed.\nFarfetch (FTCH) drops 0.7% after Arete downgraded the stock to sell, citing China risks along with a drag to gross margin from Tmall fees.\nColumbia Property Trust Inc (CXP) jumped 15.8% after Pacific Investment Management Company said it would buy the company for $2.2 billion.\nInflaRx (IFRX) shares rally 23% after it was among the companies awarded grants in Germany for Covid-19 drug development.\nIronNet (IRNT) shares soar 106% with the stock being touted on Reddit and StockTwits.\nMatch Group (MTCH) surges 14% on being named to the S&P 500 Index.\nModerna (MRNA) declines 1.6% after report that Japan’s health ministry said that a man in his 40s died after receiving the biotech’s Covid-19 vaccine from production lots that are being recalled due to possible contamination\nVertex Pharmaceuticals fell 1.8% in early New York trading after Morgan Stanley cut its stock recommendation to underweight.\n\nThe world’s biggest economy remains “in good health” despite a recent increase in Covid-19 infections, according to Mark Haefele, chief investment officer at UBS Global Wealth. “This will support stocks, in our view, especially in cyclical industries like energy and financials,” Haefele said. “We continue to advise investors to position for reopening and recovery.”\nAnother thing that supports stocks is that the market is no longer expecting a Fed announcement about tapering in September, Esty Dwek, a global market strategist at Natixis Investment Managers, told Bloomberg Television. “Tapering doesn’t matter that much for markets. It’s priced in, it’s expected. But the reality is that interest rate hikes matter.” Justifying this view wasGoldman's latest GDP forecast cuton Monday, its third in the past month, which saw the bank trim its full-year 2021 GDP forecast to 5.7% from 6.0%.\nThe S&P 500 and the Nasdaq have gained around 1.5% each since Aug. 27 following dovish commentary from Fed Chair Jerome Powell at the Jackson Hole Symposium where he again said that a stable job market was an essential goal for the central bank to start pulling back monetary support.\nOptimism that the Fed will delay tapering was offset by concerns that the ECB could turn hawkish at its meeting this week: “There is a growing expectation that the European Central Bank could start talking about tapering its bond purchases sooner rather than later,” Ipek Ozkardeskaya, a senior analyst at Swissquote Group Holdings, wrote in a note. “The ECB hawks who have been in a retreat for the past year won’t stay quiet for longer facing the rising inflation threat.”\nAsian stocks climbed, driven by Japanese sharesthat extended a rally after the prime minister’s resignation announcement and a surge in Hong Kong-traded tech names.The MSCI Asia Pacific Index advanced as much as 0.5%, led by the communication-services and consumer-discretionary sectors. Japan’s Nikkei 225 Stock Average briefly broke above the 30,000 level for the first time since April as a reshuffle of the blue-chip gauge added to optimism stoked by potential policy changes that could come under a new national leader. Japanese Finance Minister Aso saidthey will consider compiling a budget with focus on digital, environmental policies, regional economies and ageing population.Furthermore, he doubts if Japan's finances would risk a weaker JPY and inflation, while he suggested it would be good for the next PM to boost government revenue and restrain spending (yes, he really said that).\nAdding to the good news was the report that Chinese export growth unexpectedly surged in August, allaying concerns the pandemic is delaying economic reopening and creating supply-chain bottlenecks. China's exports accelerated to 25.6% yoy in August, a sequential rebound of 3.3% in August vs. -0.3% in July. Imports rose 33.1% yoy in August, and grew 2.1% mom sa non-annualized in August (vs. -6.4% in July). Both exports and imports surprised to the upside despite the disruptions to operations at Ningbo port in August due to the local outbreak. Monthly trade surplus rose to $58.3bn in August.\nIn FX, the Bloomberg Dollar Spot Index erased losses as a rally in regional equities stalled and the greenback traded mixed versus its Group-of-10 peers, though most moves were relatively small.Australia’s dollar was the worst G-10 performer as it reversed an earlier gain after the central bank said it will maintain its debt purchases until at least-mid February,instead of an earlier target of November this year. Ten of 16 economists surveyed by Bloomberg had expected the RBA to defer scaling back quantitative easing. The central bank held its cash rate at 0.1% at the meeting. The euro was little changed, shrugging off data that showed investor confidence in the German economy declining for a fourth month amid worsening infection rates and global supply disruptions. The pound hovered ahead of U.K. Prime Minister Boris Johnson announcing a long-awaited plan to reform social care. If the “key interest rate does rise in the next year or so, it’s likely that any rise would be relatively limited,” Bank of England policy maker Michael Saunders said in a speech on Tuesday. Japanese government bond futures rose after a smooth auction of 30-year debt soothed sentiment toward the nation’s debt market. The yen traded in a narrow range.Emerging-market currencies weakened for the first time in three days as the dollar climbed along with U.S. yields.Higher-yielding currencies, including the South African rand and Russian ruble, led declines after outperforming peers last week on expectations for continuing monetary support from the Federal Reserve.\nIn rates, Treasury yields were cheaper by up to 4bp across 7- to 20-year sectors,with 10-year yields sit around 1.36%, mildly outperforming bunds while gilts trade slightly richer.Treasuries were pressured lower with losses led by intermediates out to long-end ahead of this week’s supply, which kicks off Tuesday with $58b 3-year note sale.  Mild risk-on in Asia spurred by China trade data beat saw stocks close higher and Treasuries trade heavy, adding to auction concessions. U.S. auction cycle includes 10- and 30-year offerings Wednesday and Thursday. Peripheral spreads have a marginal tightening bias to core; Spain underperformed slightly with focus today on issuance of the sovereign’s inaugural green bond.\nIn commodities, crude futures drift within Monday’s trading range. WTI hovers near $69. Brent near $72.50. Spot gold drops ~$10 to trade near $1,813/oz. LME copper underperforms peers with a 1% decline.","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}