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11-21

"insisting Google sell its Android mobile operating system if other remedies fail to restore competition." Amazing hahaha Just wondering who these prosecutors are? 😆😆 Man.... next will they insist apple to sell their ios? 😎

Alphabet Shares Drop About 5% As US Prosecutors Demand Google Divest Chrome to End Search Monopoly

08-15

My goodness, how to plunged 96% within a year? [Facepalm] [Facepalm] [Facepalm] From $19.7 million to $882k? Not even a million [Spurting] [Spurting]

AEM Holdings sees 1HFY2024 earnings slashed 96% y-o-y to $822,000

08-07

$Walt Disney(DIS)$ sibo, wa gong tio bo, LS stock. When everyone red, disney red. Ok la, can understand. Now everyone green, disney still red... haizz gaolat sia

08-01

$Baidu(BIDU)$ Another pui stock. really LS big time. Lar so much still continues to lar [Spurting] [Spurting] Drop nearly 50% from 52 weeks high already liao... Haizzz

07-24

$Walt Disney(DIS)$ What happened to this Disney? Why LS so jialat? Haizzz

07-04

That's not an investor. An investor would know what they are buying. Hence, selling at break even doesn't sound right. But still, anyone would sell if they no longer interested that any particular stock

07-03

$ThaiBev(Y92.SI)$ Walao eh... simitaiji ah.... keep dropping and dropping... Got so jialat or not... wanna drop till when?

05-04

Fear mongerIng again 🤣

Apple: Growth Issues Masked By Buybacks And Dividends

05-04

Headline poorly phase, kinda confusing

Post-Bell | Nasdaq Adds 2% As Jobs Data Strengthens Rate Cuts Hopes; Apple Rallies 6%

04-02

$Tesla Motors(TSLA)$ Continue going down

02-07

$NVIDIA Corp(NVDA)$ [Strong] [Strong] [Strong] [Strong] [Strong] [Strong] [Strong] [Strong] [Strong] [Strong] [Strong]

2023-12-27

Test and test and test

2023-12-23

Test and tested 👯‍♀️💃

2023-05-28

Of course, it is not possible for every quarter, but now is just the beginning. If you don't ride the wave, then when? [Facepalm] [Facepalm] Writer must have short like many others and is losing big time now [LOL] [LOL] [LOL]

Nvidia: Don't Wait Till Everyone Starts Selling?

2022-12-15

$Tesla Motors(TSLA)$ Don't catch the dropping parang toh especially when u can't see if it is near the bottom. My thought is gonna continue to free fall. Hmm I don't think will go lower than $90 though some said drop till $75. [Happy] Well don't understand what EM has got up in his brain, but he definitely need to tweet less.

2022-12-15

@LuckyPiggie this lagi best... Buy $75[Happy] [LOL] [Happy] Writer must have short Telsa big time [Happy] [Happy]

Tesla: I'd Buy After A 53.4% Drop

2022-12-08

$Tesla Motors(TSLA)$ Should be down a little more

2022-12-01

Manipulator [Happy] [Happy]

Was Wednesday's Stock Market Surge Premature?

2022-11-26

Interesting data

@Optionskiwi:How is November treating you?

2022-11-22

Writer seem to have lots of grudges against Zuckerberg [Happy] [Happy] [Happy]

Don’t Make the Mega-Mistake of Buying META Stock Now

Go to Tiger App to see more news

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Google sell its Android mobile operating system if other remedies fail to restore competition.\" Amazing hahaha Just wondering who these prosecutors are? 😆😆 Man.... next will they&nbsp;insist apple to sell their ios? 😎","listText":"\"insisting Google sell its Android mobile operating system if other remedies fail to restore competition.\" Amazing hahaha Just wondering who these prosecutors are? 😆😆 Man.... next will they&nbsp;insist apple to sell their ios? 😎","text":"\"insisting Google sell its Android mobile operating system if other remedies fail to restore competition.\" Amazing hahaha Just wondering who these prosecutors are? 😆😆 Man.... next will they insist apple to sell their ios? 😎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/373418599772208","repostId":"1181026263","repostType":4,"repost":{"id":"1181026263","kind":"news","weMediaInfo":{"introduction":"Providing stock market 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on online search.</p><p>The proposals are wide-ranging, including barring Google from re-entering the browser market for five years and insisting Google sell its Android mobile operating system if other remedies fail to restore competition.</p><p>Alphabet shares dropped 5% in morning trading Thursday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a2a663aa5a32acd609c16145c4d01302\" title=\"\" tg-width=\"376\" tg-height=\"139\"/></p><p>Here are some of the demands that the U.S. Justice Department (DOJ) lawyers have made in the case:</p><h2 id=\"id_458641605\" style=\"text-align: start;\">DIVEST CHROME BROWSER</h2><p>Google must promptly and fully divest its Chrome browser to a buyer approved by the U.S. government.</p><p>Google&#39;s ownership of Chrome and the Android operating system poses a significant challenge to entrants and competitors, as they are the &#34;key methods&#34; for the distribution of search engines to consumers.</p><h2 id=\"id_309018470\" style=\"text-align: start;\">ANDROID OPERATING SYSTEM</h2><p>Google may elect to fully divest Android to a buyer approved by the U.S. government. If Google chooses to retain control of Android but fails to comply with presented remedies, the government may petition the court to order the divesture of Android.</p><h2 id=\"id_1645087261\" style=\"text-align: start;\">BROWSER OWNERSHIP</h2><p>Google should be prohibited from owning a browser or having any investment in a search or search text ad rival, search distributor, or rival query-based AI product or ads technology for five years after the divestiture of Chrome.</p><h2 id=\"id_1812649975\" style=\"text-align: start;\">GOOGLE SEARCH CONTRACTS</h2><p>Google should be prohibited from making payments to third parties to make Google the default general search engine in their products, including ending exclusive agreements in which Google pays billions of dollars annually to Apple.</p><h2 id=\"id_3623553753\" style=\"text-align: start;\">AGREEMENTS WITH PUBLISHERS</h2><p>Google should not enter into a contract with a publisher to license data that provides the search engine giant with exclusivity to the publisher&#39;s content.</p><h2 id=\"id_3056606746\" style=\"text-align: start;\">GOOGLE SEARCH PREFERENCE</h2><p>Google should not use any assets it owns or operates to give preference to its own search engine, search text ads, or AI products.</p><h2 id=\"id_903548332\" style=\"text-align: start;\">DATA SHARING</h2><p>Google would be required under the proposals to license search results to competitors at nominal cost and share data it gathers from users with competitors for free. It would be barred from collecting any user data that it cannot share due to privacy concerns.</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>Alphabet Shares Drop About 5% As US Prosecutors Demand Google Divest Chrome to End Search Monopoly</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet Shares Drop About 5% As US Prosecutors Demand Google Divest Chrome to End Search Monopoly\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\">2024-11-21 22:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. prosecutors on Wednesday argued to a judge that Google must sell its Chrome browser, share data, and search results with rivals, and take a range of other measures to end its monopoly on online search.</p><p>The proposals are wide-ranging, including barring Google from re-entering the browser market for five years and insisting Google sell its Android mobile operating system if other remedies fail to restore competition.</p><p>Alphabet shares dropped 5% in morning trading Thursday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a2a663aa5a32acd609c16145c4d01302\" title=\"\" tg-width=\"376\" tg-height=\"139\"/></p><p>Here are some of the demands that the U.S. Justice Department (DOJ) lawyers have made in the case:</p><h2 id=\"id_458641605\" style=\"text-align: start;\">DIVEST CHROME BROWSER</h2><p>Google must promptly and fully divest its Chrome browser to a buyer approved by the U.S. government.</p><p>Google&#39;s ownership of Chrome and the Android operating system poses a significant challenge to entrants and competitors, as they are the &#34;key methods&#34; for the distribution of search engines to consumers.</p><h2 id=\"id_309018470\" style=\"text-align: start;\">ANDROID OPERATING SYSTEM</h2><p>Google may elect to fully divest Android to a buyer approved by the U.S. government. If Google chooses to retain control of Android but fails to comply with presented remedies, the government may petition the court to order the divesture of Android.</p><h2 id=\"id_1645087261\" style=\"text-align: start;\">BROWSER OWNERSHIP</h2><p>Google should be prohibited from owning a browser or having any investment in a search or search text ad rival, search distributor, or rival query-based AI product or ads technology for five years after the divestiture of Chrome.</p><h2 id=\"id_1812649975\" style=\"text-align: start;\">GOOGLE SEARCH CONTRACTS</h2><p>Google should be prohibited from making payments to third parties to make Google the default general search engine in their products, including ending exclusive agreements in which Google pays billions of dollars annually to Apple.</p><h2 id=\"id_3623553753\" style=\"text-align: start;\">AGREEMENTS WITH PUBLISHERS</h2><p>Google should not enter into a contract with a publisher to license data that provides the search engine giant with exclusivity to the publisher&#39;s content.</p><h2 id=\"id_3056606746\" style=\"text-align: start;\">GOOGLE SEARCH PREFERENCE</h2><p>Google should not use any assets it owns or operates to give preference to its own search engine, search text ads, or AI products.</p><h2 id=\"id_903548332\" style=\"text-align: start;\">DATA SHARING</h2><p>Google would be required under the proposals to license search results to competitors at nominal cost and share data it gathers from users with competitors for free. It would be barred from collecting any user data that it cannot share due to privacy concerns.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181026263","content_text":"U.S. prosecutors on Wednesday argued to a judge that Google must sell its Chrome browser, share data, and search results with rivals, and take a range of other measures to end its monopoly on online search.The proposals are wide-ranging, including barring Google from re-entering the browser market for five years and insisting Google sell its Android mobile operating system if other remedies fail to restore competition.Alphabet shares dropped 5% in morning trading Thursday.Here are some of the demands that the U.S. Justice Department (DOJ) lawyers have made in the case:DIVEST CHROME BROWSERGoogle must promptly and fully divest its Chrome browser to a buyer approved by the U.S. government.Google's ownership of Chrome and the Android operating system poses a significant challenge to entrants and competitors, as they are the \"key methods\" for the distribution of search engines to consumers.ANDROID OPERATING SYSTEMGoogle may elect to fully divest Android to a buyer approved by the U.S. government. If Google chooses to retain control of Android but fails to comply with presented remedies, the government may petition the court to order the divesture of Android.BROWSER OWNERSHIPGoogle should be prohibited from owning a browser or having any investment in a search or search text ad rival, search distributor, or rival query-based AI product or ads technology for five years after the divestiture of Chrome.GOOGLE SEARCH CONTRACTSGoogle should be prohibited from making payments to third parties to make Google the default general search engine in their products, including ending exclusive agreements in which Google pays billions of dollars annually to Apple.AGREEMENTS WITH PUBLISHERSGoogle should not enter into a contract with a publisher to license data that provides the search engine giant with exclusivity to the publisher's content.GOOGLE SEARCH PREFERENCEGoogle should not use any assets it owns or operates to give preference to its own search engine, search text ads, or AI products.DATA SHARINGGoogle would be required under the proposals to license search results to competitors at nominal cost and share data it gathers from users with competitors for free. It would be barred from collecting any user data that it cannot share due to privacy concerns.","news_type":1},"isVote":1,"tweetType":1,"viewCount":3402,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4100582765106680","authorId":"4100582765106680","name":"Miss Vee","avatar":"https://community-static.tradeup.com/news/74cac66be1a7433dca26e34067ff1367","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"4100582765106680","idStr":"4100582765106680"},"content":"Even if they proposed to sell Google Chrome, no one can afford it. It is valued at 15-20 billion. Only super rich people like Musk and Bezos, Zuckerberg, etc have the liquid to afford it.","text":"Even if they proposed to sell Google Chrome, no one can afford it. It is valued at 15-20 billion. Only super rich people like Musk and Bezos, Zuckerberg, etc have the liquid to afford it.","html":"Even if they proposed to sell Google Chrome, no one can afford it. It is valued at 15-20 billion. Only super rich people like Musk and Bezos, Zuckerberg, etc have the liquid to afford it."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":338682977018248,"gmtCreate":1723690412932,"gmtModify":1723690418194,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576472032670521","idStr":"3576472032670521"},"themes":[],"htmlText":"My goodness, how to plunged 96% within a year? [Facepalm]&nbsp; [Facepalm]&nbsp; [Facepalm]&nbsp;&nbsp; From $19.7 million to $882k? Not even a million&nbsp; [Spurting]&nbsp; [Spurting]&nbsp;&nbsp;","listText":"My goodness, how to plunged 96% within a year? [Facepalm]&nbsp; [Facepalm]&nbsp; [Facepalm]&nbsp;&nbsp; From $19.7 million to $882k? Not even a million&nbsp; [Spurting]&nbsp; [Spurting]&nbsp;&nbsp;","text":"My goodness, how to plunged 96% within a year? [Facepalm] [Facepalm] [Facepalm] From $19.7 million to $882k? Not even a million [Spurting] [Spurting]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/338682977018248","repostId":"2459432587","repostType":2,"repost":{"id":"2459432587","kind":"highlight","pubTimestamp":1723601723,"share":"https://ttm.financial/m/news/2459432587?lang=&edition=fundamental","pubTime":"2024-08-14 10:15","market":"hk","language":"en","title":"AEM Holdings sees 1HFY2024 earnings slashed 96% y-o-y to $822,000","url":"https://stock-news.laohu8.com/highlight/detail?id=2459432587","media":"Douglas Toh","summary":" AEM Holdings’ sees its 1HFY2024 ended June earnings slashed 96% y-o-y to $822,000.","content":"<html><body><p><img src=\"https://edgemarkets-transferred.s3-ap-southeast-1.amazonaws.com/online+ESS+Pic+2+AEM+-+Copy_0_0_0.jpg\"/>  AEM Holdings’ sees its 1HFY2024 ended June earnings slashed 96% y-o-y to $822,000.</p><p dir=\"ltr\">Semiconductor player AEM Holdings <code>Awx</code>’ 1HFY2024 ended June earnings plunged 96% y-o-y to $822,000 from the 1HFY2023’s $19.7 million.</p>\n<p dir=\"ltr\">Earnings per share (EPS) from the period was similarly slashed 95% y-o-y to 0.29 cents, from 1HFY2023’s 6.33 cents.</p>\n<p dir=\"ltr\">Meanwhile, revenue in the 1HFY2024 dropped to $173.6 million from the previous $275.2 million, a 37% y-o-y decrease.</p>\n<p dir=\"ltr\">Gross profit from the period also fell 48% y-o-y to $43.4 million from 1HFY2023’s $83.0 million.</p>\n<p dir=\"ltr\">No dividend was declared for the period.</p>\n<p dir=\"ltr\">The group attributes its lower revenue primarily due to weaker demand from its key semiconductor customer, as well as the disposal of an associate, recorded under other expenses at $2.3 million.</p>\n<p dir=\"ltr\">For the 2HFY2024, AEM forecasts revenue to be in the range of $160 million to $180 million, while q-o-q revenue growth is anticipated in the 4QFY2024 thanks to business growth from its new customer.</p>\n<p dir=\"ltr\">Shares in AEM closed 4 cents lower or 2.67% down at $1.46 on Aug 14.</p>\n</body></html>","source":"edge_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AEM Holdings sees 1HFY2024 earnings slashed 96% y-o-y to $822,000</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAEM Holdings sees 1HFY2024 earnings slashed 96% y-o-y to $822,000\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-14 10:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.theedgesingapore.com/capital/brokers-calls/aem-holdings-sees-1hfy2024-earnings-slashed-96-y-o-y-822000?utm_source=Blog&utm_medium=RSS&utm_campaign=Tiger_Brokers_app_RSS><strong>Douglas Toh</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AEM Holdings’ sees its 1HFY2024 ended June earnings slashed 96% y-o-y to $822,000.Semiconductor player AEM Holdings Awx’ 1HFY2024 ended June earnings plunged 96% y-o-y to $822,000 from the 1HFY2023’s ...</p>\n\n<a href=\"https://www.theedgesingapore.com/capital/brokers-calls/aem-holdings-sees-1hfy2024-earnings-slashed-96-y-o-y-822000?utm_source=Blog&utm_medium=RSS&utm_campaign=Tiger_Brokers_app_RSS\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AEM":"伊格尔矿业","AWX.SI":"永科"},"source_url":"https://www.theedgesingapore.com/capital/brokers-calls/aem-holdings-sees-1hfy2024-earnings-slashed-96-y-o-y-822000?utm_source=Blog&utm_medium=RSS&utm_campaign=Tiger_Brokers_app_RSS","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2459432587","content_text":"AEM Holdings’ sees its 1HFY2024 ended June earnings slashed 96% y-o-y to $822,000.Semiconductor player AEM Holdings Awx’ 1HFY2024 ended June earnings plunged 96% y-o-y to $822,000 from the 1HFY2023’s $19.7 million.\nEarnings per share (EPS) from the period was similarly slashed 95% y-o-y to 0.29 cents, from 1HFY2023’s 6.33 cents.\nMeanwhile, revenue in the 1HFY2024 dropped to $173.6 million from the previous $275.2 million, a 37% y-o-y decrease.\nGross profit from the period also fell 48% y-o-y to $43.4 million from 1HFY2023’s $83.0 million.\nNo dividend was declared for the period.\nThe group attributes its lower revenue primarily due to weaker demand from its key semiconductor customer, as well as the disposal of an associate, recorded under other expenses at $2.3 million.\nFor the 2HFY2024, AEM forecasts revenue to be in the range of $160 million to $180 million, while q-o-q revenue growth is anticipated in the 4QFY2024 thanks to business growth from its new customer.\nShares in AEM closed 4 cents lower or 2.67% down at $1.46 on Aug 14.","news_type":1},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335895988670832,"gmtCreate":1723044317865,"gmtModify":1723045120655,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576472032670521","idStr":"3576472032670521"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$&nbsp;</a> sibo, wa gong tio bo, LS stock. When everyone red, disney red. Ok la, can understand. Now everyone green, disney still red... haizz gaolat sia","listText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$&nbsp;</a> sibo, wa gong tio bo, LS stock. When everyone red, disney red. Ok la, can understand. Now everyone green, disney still red... haizz gaolat sia","text":"$Walt Disney(DIS)$ sibo, wa gong tio bo, LS stock. When everyone red, disney red. Ok la, can understand. Now everyone green, disney still red... haizz gaolat sia","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335895988670832","isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333780165210280,"gmtCreate":1722522597909,"gmtModify":1722522687366,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576472032670521","idStr":"3576472032670521"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BIDU\">$Baidu(BIDU)$&nbsp;</a> Another pui stock. really LS big time. Lar so much still continues to lar [Spurting]&nbsp; [Spurting]&nbsp;&nbsp; Drop nearly 50% from 52 weeks high already liao... Haizzz","listText":"<a href=\"https://ttm.financial/S/BIDU\">$Baidu(BIDU)$&nbsp;</a> Another pui stock. really LS big time. Lar so much still continues to lar [Spurting]&nbsp; [Spurting]&nbsp;&nbsp; Drop nearly 50% from 52 weeks high already liao... Haizzz","text":"$Baidu(BIDU)$ Another pui stock. really LS big time. Lar so much still continues to lar [Spurting] [Spurting] Drop nearly 50% from 52 weeks high already liao... Haizzz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/333780165210280","isVote":1,"tweetType":1,"viewCount":973,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":330750245163104,"gmtCreate":1721755482899,"gmtModify":1721755486923,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576472032670521","idStr":"3576472032670521"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$&nbsp;</a>&nbsp; What happened to this Disney? Why LS so jialat? Haizzz","listText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$&nbsp;</a>&nbsp; What happened to this Disney? Why LS so jialat? Haizzz","text":"$Walt Disney(DIS)$ What happened to this Disney? Why LS so jialat? Haizzz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/330750245163104","isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324001735770176,"gmtCreate":1720108083028,"gmtModify":1720108087046,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576472032670521","idStr":"3576472032670521"},"themes":[],"htmlText":"That's not an investor. An investor would know what they are buying. Hence, selling at break even doesn't sound right.&nbsp; But still, anyone would sell if&nbsp;they no longer interested that any particular stock","listText":"That's not an investor. An investor would know what they are buying. Hence, selling at break even doesn't sound right.&nbsp; But still, anyone would sell if&nbsp;they no longer interested that any particular stock","text":"That's not an investor. An investor would know what they are buying. Hence, selling at break even doesn't sound right. But still, anyone would sell if they no longer interested that any particular stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324001735770176","isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323352731717680,"gmtCreate":1719974005316,"gmtModify":1720065002129,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576472032670521","idStr":"3576472032670521"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/Y92.SI\">$ThaiBev(Y92.SI)$&nbsp;</a> Walao eh... simitaiji ah.... keep dropping and dropping... Got so jialat or not... wanna drop till when?&nbsp;","listText":"<a href=\"https://ttm.financial/S/Y92.SI\">$ThaiBev(Y92.SI)$&nbsp;</a> Walao eh... simitaiji ah.... keep dropping and dropping... Got so jialat or not... wanna drop till when?&nbsp;","text":"$ThaiBev(Y92.SI)$ Walao eh... simitaiji ah.... keep dropping and dropping... Got so jialat or not... wanna drop till when?","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":36,"commentSize":13,"repostSize":249,"link":"https://ttm.financial/post/323352731717680","isVote":1,"tweetType":1,"viewCount":8000,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583571359572641","authorId":"3583571359572641","name":"KienBoon","avatar":"https://community-static.tradeup.com/news/e7090d1e1d330d9f46f450df88abac91","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3583571359572641","idStr":"3583571359572641"},"content":"what's up with this ThaiBev ? Is there any bad news ? Really lousy counter indeed despite STI positive.","text":"what's up with this ThaiBev ? Is there any bad news ? Really lousy counter indeed despite STI positive.","html":"what's up with this ThaiBev ? Is there any bad news ? Really lousy counter indeed despite STI positive."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":302269198418160,"gmtCreate":1714815707511,"gmtModify":1714815711141,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576472032670521","idStr":"3576472032670521"},"themes":[],"htmlText":"Fear mongerIng again 🤣","listText":"Fear mongerIng again 🤣","text":"Fear mongerIng again 🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/302269198418160","repostId":"2432139575","repostType":2,"repost":{"id":"2432139575","kind":"highlight","pubTimestamp":1714790406,"share":"https://ttm.financial/m/news/2432139575?lang=&edition=fundamental","pubTime":"2024-05-04 10:40","market":"us","language":"en","title":"Apple: Growth Issues Masked By Buybacks And Dividends","url":"https://stock-news.laohu8.com/highlight/detail?id=2432139575","media":"seekingalpha","summary":"Apple's stock rose after reporting positive financial results, increasing dividends, and expanding its buyback program.However, Apple's growth has slowed, and there are limited prospects for significa","content":"<html><head></head><body><ul style=\"\"><li><p>Apple&#39;s stock rose after reporting positive financial results, increasing dividends, and expanding its buyback program.</p></li><li><p>However, Apple&#39;s growth has slowed, and there are limited prospects for significant expansion in the near future in my view.</p></li><li><p>The lack of growth catalysts, struggling iPhone sales, and competition in China pose challenges for Apple&#39;s stock.</p></li><li><p>I believe Apple&#39;s stock could continue moving sideways, making it a poor investment in the next 6-12 months.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4b43563761a551d939f174cec241803a\" alt=\"grinvalds\" title=\"grinvalds\" tg-width=\"750\" tg-height=\"500\"/><span>grinvalds</span></p><p>I&#39;ve covered Apple Inc.&#39;s stock many times, and while I have been an Apple bull in the past, I&#39;ve mostly held a hold rating on Apple lately. My problem with Apple&#39;s stock is that it&#39;s become &#34;dead money&#34; as its valuation remains high for its growth prospects. Apple&#39;s stock increased after reporting &#34;better-than-expected&#34; top and bottom line numbers, increasing its dividend, and expanding its buyback program. However, Apple&#39;s growth has diminished, and there are few prospects for considerable expansion in the near term in my opinion. Yet, Apple&#39;s stock is relatively expensive, trading around 26-28 times this year&#39;s EPS estimates. Despite the company&#39;s efforts to attract investors with buybacks and dividends, I believe Apple&#39;s stock could continue being dead money from here.</p><h2 id=\"id_2755417962\">Technically - Sideways Move Could Continue</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/71d0b25998f4eea3db2a83bd3ade6cc9\" tg-width=\"640\" tg-height=\"676\"/></p><p>AAPL (StockCharts.com)</p><p>While many stocks hit new highs recently, Apple remains in a range. Over the last year, it has been stuck in a relatively tight range of roughly $160-200 and could remain range bound. There is no clear catalyst for Apple&#39;s stock to move substantially higher anytime soon. Also, we&#39;ve seen bearish technical factors like the 50-day MA declining below the 200-day MA recently.</p><h2 id=\"id_2166489332\">Going Through The Earnings</h2><p>While Apple&#39;s introduction of the dividend increase and the additional $110B buyback are pluses, the company&#39;s results were simply okay. Apple reported an EPS of $1.53, a 3-cent beat, and revenues of $90.8B, a $190M beat. The top and bottom line beats were unimpressive, and sales dropped by more than 4% YoY.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/00dbc8786408ca4a09555a1aa324ef59\" tg-width=\"640\" tg-height=\"387\"/></p><p>iPhone sales (seekingalpha.com)</p><p>Apple&#39;s most significant segment of iPhone revenues registered a considerable 10% decline from the same quarter last year. I believe investors should focus on the lack of growth catalysts, slow advances in AI, China problems, and struggling iPhone sales rather than increased dividends and buybacks.</p><p>Apple can afford dividends and buybacks, but the company cannot purchase growth. Unfortunately, Apple does not have significant growth prospects, and its P/E valuation appears high at a 25-30 forward P/E ratio.</p><h2 id=\"id_2303799128\">The Next iPhone Better Be A Hit</h2><p>The iPhone 16 better be a big hit because the iPhone 15 isn&#39;t, judging by the drop in sales. I keep saying this, but the iPhone has become stale. My iPhone 12 Pro Max is very similar to the 13, 14, and 15 Pro Max models. I don&#39;t see a reason to upgrade. Also, nothing screams upgrade louder than boosted exterior features. Expanding upgrade cycles may be one reason for the decline in iPhone sales; another reason is China.</p><p>China, the world&#39;s most competitive smartphone market, poses a significant challenge for Apple. The company is grappling with increased competition from domestic smartphone makers like Huawei and Xiaomi. The smartphone market is buzzing with innovation, and Apple&#39;s stagnant exterior design and other issues may be costing it some sales in this crucial market.</p><p>The iPhone 16 better become a massive hit if Apple intends to claw back any of its lost market share. The iPhone 16 could have new design features, including an upgraded camera and a larger display.</p><p>However, the iPhone 16&#39;s most significant differences may be its fusion with AI. The new iPhone and the increasing AI capabilities should provide an increasingly intuitive and powerful user experience, perhaps helping Apple to get its iPhone sales back on the right track.</p><h2 id=\"id_2096936168\">Examining Apple&#39;s Valuation</h2><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4f7235f56d8fd5ef1d5bdd657554a28d\" tg-width=\"640\" tg-height=\"200\"/></p><p>EPS estimates (seekingalpha.com)</p><p>Given Apple&#39;s low growth scenario, its stock is relatively expensive here. Apple certainly is not cheap, at 26-28 times this/next year&#39;s EPS estimates. Apple is expected to generate about $7 in EPS, and with the stock price around $185, its forward P/E is around 26.5. Therefore, there could be limited upside for earnings growth, multiple expansion, and stock price appreciation in the near term for Apple.</p><h2 id=\"id_2506366144\">Apple&#39;s Dead Money Run Could Continue</h2><p>Apple&#39;s been dead money for years. Its stock still trades around the same level we witnessed in 2021, several years ago. Moreover, the company needs concrete catalysts that may improve the struggling giant&#39;s growth story. Unfortunately, Apple still commands a premium valuation (25-30), but the company likely needs growth to sustain the rich valuation. Otherwise, we could see the stock weaken due to multiple contractions. While dividends and buybacks may prop up Apple&#39;s stock price in the near term, its stock could move sideways while its growth outlook remains cloudy.</p><h2 id=\"id_21695953\">Risks to My Thesis</h2><p>While I am neutral on Apple&#39;s stock in the near-term 6-12 months, Apple&#39;s stock could continue trending higher in the intermediate and long term. Apple&#39;s stock should move higher as it remains a dominant market-leading company. I believe Apple&#39;s stock will likely move higher down the line, but not likely in the near term. Also, its business is cyclical, going through low growth periods where its multiple becomes compressed. Still, we could see better-than-expected growth prospects from Apple as the new iPhone comes out. Additionally, Apple&#39;s business could improve in China, and its services and other segments like VR could do well, unlocking growth and profitability prospects for the sleeping giant.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Growth Issues Masked By Buybacks And Dividends</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Growth Issues Masked By Buybacks And Dividends\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-04 10:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4689261-apple-growth-issues-masked-by-buybacks-and-dividends><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple's stock rose after reporting positive financial results, increasing dividends, and expanding its buyback program.However, Apple's growth has slowed, and there are limited prospects for ...</p>\n\n<a href=\"https://seekingalpha.com/article/4689261-apple-growth-issues-masked-by-buybacks-and-dividends\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4170":"电脑硬件、储存设备及电脑周边","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","AAPL":"苹果","BK4592":"伊斯兰概念","BK4515":"5G概念","LU0444971666.USD":"天利全球科技基金","BK4571":"数字音乐概念","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4585":"ETF&股票定投概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4507":"流媒体概念","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4576":"AR","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0072462426.USD":"贝莱德全球配置 A2","BK4575":"芯片概念","BK4566":"资本集团","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","BK4559":"巴菲特持仓","BK4501":"段永平概念","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4588":"碎股","BK4579":"人工智能","BK4550":"红杉资本持仓","LU0109392836.USD":"富兰克林科技股A","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","BK4574":"无人驾驶","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4573":"虚拟现实","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4505":"高瓴资本持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4512":"苹果概念","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC"},"source_url":"https://seekingalpha.com/article/4689261-apple-growth-issues-masked-by-buybacks-and-dividends","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2432139575","content_text":"Apple's stock rose after reporting positive financial results, increasing dividends, and expanding its buyback program.However, Apple's growth has slowed, and there are limited prospects for significant expansion in the near future in my view.The lack of growth catalysts, struggling iPhone sales, and competition in China pose challenges for Apple's stock.I believe Apple's stock could continue moving sideways, making it a poor investment in the next 6-12 months.grinvaldsI've covered Apple Inc.'s stock many times, and while I have been an Apple bull in the past, I've mostly held a hold rating on Apple lately. My problem with Apple's stock is that it's become \"dead money\" as its valuation remains high for its growth prospects. Apple's stock increased after reporting \"better-than-expected\" top and bottom line numbers, increasing its dividend, and expanding its buyback program. However, Apple's growth has diminished, and there are few prospects for considerable expansion in the near term in my opinion. Yet, Apple's stock is relatively expensive, trading around 26-28 times this year's EPS estimates. Despite the company's efforts to attract investors with buybacks and dividends, I believe Apple's stock could continue being dead money from here.Technically - Sideways Move Could ContinueAAPL (StockCharts.com)While many stocks hit new highs recently, Apple remains in a range. Over the last year, it has been stuck in a relatively tight range of roughly $160-200 and could remain range bound. There is no clear catalyst for Apple's stock to move substantially higher anytime soon. Also, we've seen bearish technical factors like the 50-day MA declining below the 200-day MA recently.Going Through The EarningsWhile Apple's introduction of the dividend increase and the additional $110B buyback are pluses, the company's results were simply okay. Apple reported an EPS of $1.53, a 3-cent beat, and revenues of $90.8B, a $190M beat. The top and bottom line beats were unimpressive, and sales dropped by more than 4% YoY.iPhone sales (seekingalpha.com)Apple's most significant segment of iPhone revenues registered a considerable 10% decline from the same quarter last year. I believe investors should focus on the lack of growth catalysts, slow advances in AI, China problems, and struggling iPhone sales rather than increased dividends and buybacks.Apple can afford dividends and buybacks, but the company cannot purchase growth. Unfortunately, Apple does not have significant growth prospects, and its P/E valuation appears high at a 25-30 forward P/E ratio.The Next iPhone Better Be A HitThe iPhone 16 better be a big hit because the iPhone 15 isn't, judging by the drop in sales. I keep saying this, but the iPhone has become stale. My iPhone 12 Pro Max is very similar to the 13, 14, and 15 Pro Max models. I don't see a reason to upgrade. Also, nothing screams upgrade louder than boosted exterior features. Expanding upgrade cycles may be one reason for the decline in iPhone sales; another reason is China.China, the world's most competitive smartphone market, poses a significant challenge for Apple. The company is grappling with increased competition from domestic smartphone makers like Huawei and Xiaomi. The smartphone market is buzzing with innovation, and Apple's stagnant exterior design and other issues may be costing it some sales in this crucial market.The iPhone 16 better become a massive hit if Apple intends to claw back any of its lost market share. The iPhone 16 could have new design features, including an upgraded camera and a larger display.However, the iPhone 16's most significant differences may be its fusion with AI. The new iPhone and the increasing AI capabilities should provide an increasingly intuitive and powerful user experience, perhaps helping Apple to get its iPhone sales back on the right track.Examining Apple's ValuationEPS estimates (seekingalpha.com)Given Apple's low growth scenario, its stock is relatively expensive here. Apple certainly is not cheap, at 26-28 times this/next year's EPS estimates. Apple is expected to generate about $7 in EPS, and with the stock price around $185, its forward P/E is around 26.5. Therefore, there could be limited upside for earnings growth, multiple expansion, and stock price appreciation in the near term for Apple.Apple's Dead Money Run Could ContinueApple's been dead money for years. Its stock still trades around the same level we witnessed in 2021, several years ago. Moreover, the company needs concrete catalysts that may improve the struggling giant's growth story. Unfortunately, Apple still commands a premium valuation (25-30), but the company likely needs growth to sustain the rich valuation. Otherwise, we could see the stock weaken due to multiple contractions. While dividends and buybacks may prop up Apple's stock price in the near term, its stock could move sideways while its growth outlook remains cloudy.Risks to My ThesisWhile I am neutral on Apple's stock in the near-term 6-12 months, Apple's stock could continue trending higher in the intermediate and long term. Apple's stock should move higher as it remains a dominant market-leading company. I believe Apple's stock will likely move higher down the line, but not likely in the near term. Also, its business is cyclical, going through low growth periods where its multiple becomes compressed. Still, we could see better-than-expected growth prospects from Apple as the new iPhone comes out. Additionally, Apple's business could improve in China, and its services and other segments like VR could do well, unlocking growth and profitability prospects for the sleeping giant.","news_type":1},"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":302268963733568,"gmtCreate":1714815656852,"gmtModify":1714815661126,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576472032670521","idStr":"3576472032670521"},"themes":[],"htmlText":"Headline poorly phase, kinda confusing&nbsp;","listText":"Headline poorly phase, kinda confusing&nbsp;","text":"Headline poorly phase, kinda confusing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/302268963733568","repostId":"1111620438","repostType":2,"repost":{"id":"1111620438","kind":"news","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":1714777639,"share":"https://ttm.financial/m/news/1111620438?lang=&edition=fundamental","pubTime":"2024-05-04 07:07","market":"us","language":"en","title":"Post-Bell | Nasdaq Adds 2% As Jobs Data Strengthens Rate Cuts Hopes; Apple Rallies 6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1111620438","media":"Tiger Newspress","summary":"Wall Street surged to a higher close on Friday as a softer-than-expected employment report bolstered the case for rate cuts from the Federal Reserve while also providing evidence of U.S. economic resi","content":"<html><head></head><body><p>Wall Street surged to a higher close on Friday as a softer-than-expected employment report bolstered the case for rate cuts from the Federal Reserve while also providing evidence of U.S. economic resilience.</p><p>All three major U.S. stock posted robust gains. The tech-heavy Nasdaq led the pack, rising 2% with an assist from Apple shares following the iPhone maker&#39;s record share buyback announcement.</p><h2 id=\"id_966889051\">Market Snapshot</h2><p>The Dow Jones Industrial Average rose 450.02 points, or 1.18%, to 38,675.68. The S&amp;P 500 gained 63.59 points, or 1.26%, at 5,127.79 and the Nasdaq Composite added 315.37 points, or 1.99%, at 16,156.33.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/662454d8f42091773972ed8ead1e25ec\" title=\"\" tg-width=\"946\" tg-height=\"148\"/></p><h2 id=\"id_215835447\">Market Movers</h2><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> — The tech giant jumped around 6% after announcing it would repurchase $110 billion in shares. Apple also posted beats on the top and bottom lines, reporting fiscal second-quarter earnings of $1.53 per share on $90.75 billion in revenue. That topped analysts’ estimates for earnings of $1.50 per share on revenue of $90.01 billion, per LSEG.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/SQ\">Block</a> — The payment services provider slipped more than 1% despite posting first-quarter results that beat analysts’ expectations. Block reported adjusted earnings of 85 cents per share on revenue of $5.96 billion, which exceeded the earnings of 72 cents per share on revenue of $5.82 billion that analysts polled by LSEG had expected.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/LYV\">Live Nation Entertainment</a> — Shares jumped 7.2% on the back of better-than-expected first-quarter revenue. Management said it expects a strong stadium year in 2025 and continued growth in concert attendance. </p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/EXPE\">Expedia</a> — Shares tumbled 15.3% after the online travel booking company lowered its full-year guidance, pointing to weakness in its vacation rentals segment, Vrbo. Wall Street firms, including Piper Sandler and BMO Capital Markets, downgraded Expedia following the report.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/DVA\">DaVita</a> — Shares of the health-care provider dropped 5.5% despite posting a beat on top- and bottom-line estimates and slightly raising its earnings guidance for the year. The stock on Thursday had posted first-quarter adjusted earnings of $2.38 per share on $3.07 billion in revenue, while analysts polled by FactSet had called for earnings of $1.95 per share on revenue of $3.03 billion.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a> — The online travel booking company advanced 1.6% after reporting first-quarter results that topped analysts’ expectations, bolstered by the earlier Easter vacation cycle this year. The company said consumer demand remains strong overall, but noted risks from geopolitical tensions. </p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/RNA\">Avidity Biosciences</a> — Shares popped more than 8% on the back of a bullish Bank of America call. The firm initiated coverage at a buy rating and called for potential upside of 56% from Thursday’s close, citing Avidity’s strong pipeline for rare muscle disorder treatments. </p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/AMGN\">Amgen</a> — The biotech company rallied 11.8% after reporting a beat on both top and bottom lines in the first quarter. The company also announced it would proceed with its injectable obesity drug into a phase 3 trial. Simultaneously, shares of Novo Nordisk and Eli Lilly traded down roughly 1% and 2% each, respectively. </p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/NET\">Cloudflare</a> — The stock plunged 16.4% on the back of issuing weak full-year guidance, despite posting a first-quarter adjusted earnings and revenue beat.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/ANET\">Arista Networks</a> — The cloud networking company rallied more than 3% after Jefferies upgraded the stock to a buy rating from hold. The bank forecasts Arista becoming a “prime AI beneficiary.”</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/FTNT\">Fortinet</a> — The security stock lost more than 8% after the midpoint of its second-quarter billings forecast came in lighter than analysts had expected. However, the company beat analysts’ expectations for the first quarter.</p><h2 id=\"id_3378142872\">Market News</h2><h3 id=\"id_3200659320\">U.S. Job Growth Totaled 175,000 in April, Much Less Than Expected</h3><p>U.S. job growth slowed more than expected in April and annual wage gains cooled, but it is probably too early to expect that the Federal Reserve will start cutting interest rates before September as the labor market remains fairly tight.</p><p>Nonfarm payrolls increased by 175,000 jobs last month, the Labor Department&#39;s Bureau of Statistics said in its closely watched employment report on Friday. Data for March was revised up to show payrolls rising by 315,000 jobs instead of 303,000 as previously reported.</p><p>Economists polled by Reuters had forecast payrolls advancing by 243,000. Estimates ranged from 150,000 to 280,000. The unemployment rate rose to 3.9% from 3.8%, still staying below 4% for the 27th straight month.</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>Post-Bell | Nasdaq Adds 2% As Jobs Data Strengthens Rate Cuts Hopes; Apple Rallies 6%</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\">\nPost-Bell | Nasdaq Adds 2% As Jobs Data Strengthens Rate Cuts Hopes; Apple Rallies 6%\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\">2024-05-04 07:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street surged to a higher close on Friday as a softer-than-expected employment report bolstered the case for rate cuts from the Federal Reserve while also providing evidence of U.S. economic resilience.</p><p>All three major U.S. stock posted robust gains. The tech-heavy Nasdaq led the pack, rising 2% with an assist from Apple shares following the iPhone maker&#39;s record share buyback announcement.</p><h2 id=\"id_966889051\">Market Snapshot</h2><p>The Dow Jones Industrial Average rose 450.02 points, or 1.18%, to 38,675.68. The S&amp;P 500 gained 63.59 points, or 1.26%, at 5,127.79 and the Nasdaq Composite added 315.37 points, or 1.99%, at 16,156.33.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/662454d8f42091773972ed8ead1e25ec\" title=\"\" tg-width=\"946\" tg-height=\"148\"/></p><h2 id=\"id_215835447\">Market Movers</h2><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> — The tech giant jumped around 6% after announcing it would repurchase $110 billion in shares. Apple also posted beats on the top and bottom lines, reporting fiscal second-quarter earnings of $1.53 per share on $90.75 billion in revenue. That topped analysts’ estimates for earnings of $1.50 per share on revenue of $90.01 billion, per LSEG.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/SQ\">Block</a> — The payment services provider slipped more than 1% despite posting first-quarter results that beat analysts’ expectations. Block reported adjusted earnings of 85 cents per share on revenue of $5.96 billion, which exceeded the earnings of 72 cents per share on revenue of $5.82 billion that analysts polled by LSEG had expected.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/LYV\">Live Nation Entertainment</a> — Shares jumped 7.2% on the back of better-than-expected first-quarter revenue. Management said it expects a strong stadium year in 2025 and continued growth in concert attendance. </p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/EXPE\">Expedia</a> — Shares tumbled 15.3% after the online travel booking company lowered its full-year guidance, pointing to weakness in its vacation rentals segment, Vrbo. Wall Street firms, including Piper Sandler and BMO Capital Markets, downgraded Expedia following the report.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/DVA\">DaVita</a> — Shares of the health-care provider dropped 5.5% despite posting a beat on top- and bottom-line estimates and slightly raising its earnings guidance for the year. The stock on Thursday had posted first-quarter adjusted earnings of $2.38 per share on $3.07 billion in revenue, while analysts polled by FactSet had called for earnings of $1.95 per share on revenue of $3.03 billion.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a> — The online travel booking company advanced 1.6% after reporting first-quarter results that topped analysts’ expectations, bolstered by the earlier Easter vacation cycle this year. The company said consumer demand remains strong overall, but noted risks from geopolitical tensions. </p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/RNA\">Avidity Biosciences</a> — Shares popped more than 8% on the back of a bullish Bank of America call. The firm initiated coverage at a buy rating and called for potential upside of 56% from Thursday’s close, citing Avidity’s strong pipeline for rare muscle disorder treatments. </p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/AMGN\">Amgen</a> — The biotech company rallied 11.8% after reporting a beat on both top and bottom lines in the first quarter. The company also announced it would proceed with its injectable obesity drug into a phase 3 trial. Simultaneously, shares of Novo Nordisk and Eli Lilly traded down roughly 1% and 2% each, respectively. </p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/NET\">Cloudflare</a> — The stock plunged 16.4% on the back of issuing weak full-year guidance, despite posting a first-quarter adjusted earnings and revenue beat.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/ANET\">Arista Networks</a> — The cloud networking company rallied more than 3% after Jefferies upgraded the stock to a buy rating from hold. The bank forecasts Arista becoming a “prime AI beneficiary.”</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/FTNT\">Fortinet</a> — The security stock lost more than 8% after the midpoint of its second-quarter billings forecast came in lighter than analysts had expected. However, the company beat analysts’ expectations for the first quarter.</p><h2 id=\"id_3378142872\">Market News</h2><h3 id=\"id_3200659320\">U.S. Job Growth Totaled 175,000 in April, Much Less Than Expected</h3><p>U.S. job growth slowed more than expected in April and annual wage gains cooled, but it is probably too early to expect that the Federal Reserve will start cutting interest rates before September as the labor market remains fairly tight.</p><p>Nonfarm payrolls increased by 175,000 jobs last month, the Labor Department&#39;s Bureau of Statistics said in its closely watched employment report on Friday. Data for March was revised up to show payrolls rising by 315,000 jobs instead of 303,000 as previously reported.</p><p>Economists polled by Reuters had forecast payrolls advancing by 243,000. Estimates ranged from 150,000 to 280,000. The unemployment rate rose to 3.9% from 3.8%, still staying below 4% for the 27th straight month.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111620438","content_text":"Wall Street surged to a higher close on Friday as a softer-than-expected employment report bolstered the case for rate cuts from the Federal Reserve while also providing evidence of U.S. economic resilience.All three major U.S. stock posted robust gains. The tech-heavy Nasdaq led the pack, rising 2% with an assist from Apple shares following the iPhone maker's record share buyback announcement.Market SnapshotThe Dow Jones Industrial Average rose 450.02 points, or 1.18%, to 38,675.68. The S&P 500 gained 63.59 points, or 1.26%, at 5,127.79 and the Nasdaq Composite added 315.37 points, or 1.99%, at 16,156.33.Market MoversApple — The tech giant jumped around 6% after announcing it would repurchase $110 billion in shares. Apple also posted beats on the top and bottom lines, reporting fiscal second-quarter earnings of $1.53 per share on $90.75 billion in revenue. That topped analysts’ estimates for earnings of $1.50 per share on revenue of $90.01 billion, per LSEG.Block — The payment services provider slipped more than 1% despite posting first-quarter results that beat analysts’ expectations. Block reported adjusted earnings of 85 cents per share on revenue of $5.96 billion, which exceeded the earnings of 72 cents per share on revenue of $5.82 billion that analysts polled by LSEG had expected.Live Nation Entertainment — Shares jumped 7.2% on the back of better-than-expected first-quarter revenue. Management said it expects a strong stadium year in 2025 and continued growth in concert attendance. Expedia — Shares tumbled 15.3% after the online travel booking company lowered its full-year guidance, pointing to weakness in its vacation rentals segment, Vrbo. Wall Street firms, including Piper Sandler and BMO Capital Markets, downgraded Expedia following the report.DaVita — Shares of the health-care provider dropped 5.5% despite posting a beat on top- and bottom-line estimates and slightly raising its earnings guidance for the year. The stock on Thursday had posted first-quarter adjusted earnings of $2.38 per share on $3.07 billion in revenue, while analysts polled by FactSet had called for earnings of $1.95 per share on revenue of $3.03 billion.Booking Holdings — The online travel booking company advanced 1.6% after reporting first-quarter results that topped analysts’ expectations, bolstered by the earlier Easter vacation cycle this year. The company said consumer demand remains strong overall, but noted risks from geopolitical tensions. Avidity Biosciences — Shares popped more than 8% on the back of a bullish Bank of America call. The firm initiated coverage at a buy rating and called for potential upside of 56% from Thursday’s close, citing Avidity’s strong pipeline for rare muscle disorder treatments. Amgen — The biotech company rallied 11.8% after reporting a beat on both top and bottom lines in the first quarter. The company also announced it would proceed with its injectable obesity drug into a phase 3 trial. Simultaneously, shares of Novo Nordisk and Eli Lilly traded down roughly 1% and 2% each, respectively. Cloudflare — The stock plunged 16.4% on the back of issuing weak full-year guidance, despite posting a first-quarter adjusted earnings and revenue beat.Arista Networks — The cloud networking company rallied more than 3% after Jefferies upgraded the stock to a buy rating from hold. The bank forecasts Arista becoming a “prime AI beneficiary.”Fortinet — The security stock lost more than 8% after the midpoint of its second-quarter billings forecast came in lighter than analysts had expected. However, the company beat analysts’ expectations for the first quarter.Market NewsU.S. Job Growth Totaled 175,000 in April, Much Less Than ExpectedU.S. job growth slowed more than expected in April and annual wage gains cooled, but it is probably too early to expect that the Federal Reserve will start cutting interest rates before September as the labor market remains fairly tight.Nonfarm payrolls increased by 175,000 jobs last month, the Labor Department's Bureau of Statistics said in its closely watched employment report on Friday. Data for March was revised up to show payrolls rising by 315,000 jobs instead of 303,000 as previously reported.Economists polled by Reuters had forecast payrolls advancing by 243,000. Estimates ranged from 150,000 to 280,000. The unemployment rate rose to 3.9% from 3.8%, still staying below 4% for the 27th straight month.","news_type":1},"isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":290975667609824,"gmtCreate":1712064925902,"gmtModify":1712064929362,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576472032670521","idStr":"3576472032670521"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Continue going down","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Continue going down","text":"$Tesla Motors(TSLA)$ Continue going down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/290975667609824","isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":271303615078512,"gmtCreate":1707274015725,"gmtModify":1707274018239,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576472032670521","idStr":"3576472032670521"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;","text":"$NVIDIA Corp(NVDA)$ [Strong] [Strong] [Strong] [Strong] [Strong] [Strong] [Strong] [Strong] [Strong] [Strong] [Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/271303615078512","isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":256516829733080,"gmtCreate":1703645363862,"gmtModify":1703645368415,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576472032670521","idStr":"3576472032670521"},"themes":[],"htmlText":"Test and test and test&nbsp;","listText":"Test and test and test&nbsp;","text":"Test and test and test","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256516829733080","isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":255101193597120,"gmtCreate":1703294069788,"gmtModify":1703294073915,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576472032670521","idStr":"3576472032670521"},"themes":[],"htmlText":"Test and tested 👯‍♀️💃","listText":"Test and tested 👯‍♀️💃","text":"Test and tested 👯‍♀️💃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/255101193597120","isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979029383,"gmtCreate":1685260645243,"gmtModify":1685260650888,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576472032670521","idStr":"3576472032670521"},"themes":[],"htmlText":"Of course,&nbsp;it is not possible for every quarter, but now is just the beginning. If you don't ride the wave, then when?&nbsp;[Facepalm]&nbsp;[Facepalm]&nbsp; Writer must have short like many others&nbsp;and is losing big time now&nbsp;[LOL]&nbsp;[LOL]&nbsp;[LOL]&nbsp;","listText":"Of course,&nbsp;it is not possible for every quarter, but now is just the beginning. If you don't ride the wave, then when?&nbsp;[Facepalm]&nbsp;[Facepalm]&nbsp; Writer must have short like many others&nbsp;and is losing big time now&nbsp;[LOL]&nbsp;[LOL]&nbsp;[LOL]&nbsp;","text":"Of course, it is not possible for every quarter, but now is just the beginning. If you don't ride the wave, then when? [Facepalm] [Facepalm] Writer must have short like many others and is losing big time now [LOL] [LOL] [LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979029383","repostId":"2338634435","repostType":2,"repost":{"id":"2338634435","kind":"highlight","pubTimestamp":1685230200,"share":"https://ttm.financial/m/news/2338634435?lang=&edition=fundamental","pubTime":"2023-05-28 07:30","market":"us","language":"en","title":"Nvidia: Don't Wait Till Everyone Starts Selling?","url":"https://stock-news.laohu8.com/highlight/detail?id=2338634435","media":"Seeking Alpha","summary":"SummaryNvidia sent bearish investors fleeing for the hills as the stock made a new all-time high.CEO","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Nvidia sent bearish investors fleeing for the hills as the stock made a new all-time high.</p></li><li><p>CEO Jensen Huang and his team played its AI picks-and-shovels card to maximum effect while posting blockbuster guidance, putting numbers to the hype.</p></li><li><p>However, the market quickly priced in the optimism, lowering the risk/reward appeal to investors who missed adding pre-earnings.</p></li><li><p>Can Nvidia continue to post such massive outperformance in guidance every quarter? It&#39;s essential to maintain sanity and don&#39;t keep chasing unsustainable momentum.</p></li><li><p>Taking some profits/exposure off the table with NVDA still overvalued is the right thing to do. Keeping an allocation to continue riding the hype train until the momentum dissipates.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b298b511b485b5e5562841f5ca6aaef8\" alt=\"Justin Sullivan\" title=\"Justin Sullivan\" tg-width=\"750\" tg-height=\"512\"/><span>Justin Sullivan</span></p><p>NVIDIA Corporation (NASDAQ:NVDA) sent bearish investors running for cover as NVDA re-tested its November 2021 highs, following a blowout guidance, putting solid numbers behind the generative AI hype.</p><p>CEO Jensen Huang&#39;s answer to the bears (including me) is that Nvidia is clearly the AI picks and shovels market leader, trusted by &#34;cloud service providers or CSPs, consumer Internet companies and enterprises.&#34;</p><p>With AMD (AMD) and Intel (INTC) nowhere close to disrupting Nvidia&#39;s full-stack ecosystem, the company is well-placed to help the world build its generative AI infrastructure.</p><p>Huang&#39;s stunning guidance suggests that Nvidia is ready to post YoY revenue growth of about 64% in the upcoming quarter, led by its leadership in data center GPUs. In addition, management added that underlying demand by the cloud service providers or CSPs is robust. As such, the company has &#34;visibility right now for [its] data center demand that has probably extended out a few quarters.&#34;</p><p>The company has strengthened its supply chain resilience by making big orders with its suppliers. As a result, Nvidia&#39;s orders have pleasantly surprised the semi-supply chain, as DIGITIMES highlighted that it &#34;has placed rush orders with TSMC (TSM) for its H100 and A100 GPUs, as well as the H800 and A800 designed specifically for China.&#34;</p><p>As such, it has lifted the gloom over Taiwan Semiconductor or TSMC&#39;s FY23 revenue growth projections, which is expected to see a significant boost. Accordingly, the &#34;rush orders&#34; have raised TSMC&#39;s 5nm process utilization rate &#34;close to full capacity.&#34; It has also increased the utilization rates for its 6nm and 7nm process family.</p><p>Therefore, the orders are in, suggesting why the market rewarded Nvidia with a 25% increase to close Thursday&#39;s (May 25) session. In addition, I highlighted in a recent Intel article stressing why Nvidia is ready to take on Intel&#39;s data center CPU leadership by remodeling it with its data center GPUs.</p><p>With an unmatched software ecosystem at the moment, Nvidia is riding the AI hype in full swing while leaving its arch-rivals behind. However, Nvidia is in no mood to rest on its laurels, as Huang cautioned that the competition is highly intense:</p><blockquote>Regarding competition, we have competition from every direction. Start-ups, really, really well funded and innovative start-ups, countless of them all over the world. We have competitions from existing semiconductor companies. We have competition from CSPs with internal projects, and many of you know about most of these. And so we&#39;re mindful of competition all the time, and we get competition all the time. - <em>Nvidia FQ1&#39;24 earnings call</em></blockquote><p>However, what&#39;s important for investors to recognize is that Nvidia is focused on offering its customers the most cost-effective package (hardware and software).</p><p>The high costs of offering high-quality AI solutions and continued cloud optimization by enterprise customers suggest that service providers will likely be very sensitive to costs.</p><p>As such, Nvidia believes it has such a significant lead in this aspect that Huang is confident that the company offers its customers the &#34;lowest-cost solution.&#34;</p><p>With that in mind, Nvidia likely sees significant opportunities to reach into the $1T data center installed base. Moreover, with generative AI demanding more intense computational resources, Nvidia&#39;s solutions would likely see GPU CapEx spending increasing markedly from just &#34;10% historically.&#34;</p><p>However, the critical question is whether Huang and his team can consistently deliver such monstrous guidance, stunning analysts and investors moving ahead.</p><p>While I do not doubt that, Nvidia remains a core holding in my portfolio, I already took the opportunity to unload some exposure at the highs yesterday. Interestingly, given the significantly revised forward estimates following management&#39;s guidance, NVDA&#39;s overvaluation has not &#34;worsened&#34; compared to pre-earnings.</p><p>It&#39;s still overvalued but to a similar extent based on my blended fair value estimates. In addition, its pre-earnings NTM adjusted P/E of 70x is way higher than its post-earnings adjusted P/E of 42.3x.</p><p>Therefore, if we consider NVDA&#39;s relative and intrinsic valuation per se, investors shouldn&#39;t be stunned by the market&#39;s reaction. Instead, market operators quickly priced in the company&#39;s blockbuster guidance appropriately.</p><p>However, NVDA&#39;s price action still suggests significant caution as more FOMO buyers rush in, attempting to buy the potential breakout opportunity. As a result, I assessed that the possibility of another spike or two to force out early short-sellers is possible. If that happens, I would consider closing all my positions in NVDA and wait for a steep pullback that could help level off a significant level of optimism before I return.</p><p>While I reiterate my Sell rating, I urge investors not to close all their positions but take exposure off progressively to hedge against further upside volatility until they see a decisive bull trap.</p><p><em>Important note: Investors are reminded to do their own due diligence and not rely on the information provided as financial advice. The rating is also not intended to time a specific entry/exit at the point of writing unless otherwise specified.</em></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Don't Wait Till Everyone Starts Selling?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Don't Wait Till Everyone Starts Selling?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-28 07:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4607729-nvidia-dont-wait-till-everyone-starts-selling><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia sent bearish investors fleeing for the hills as the stock made a new all-time high.CEO Jensen Huang and his team played its AI picks-and-shovels card to maximum effect while posting ...</p>\n\n<a href=\"https://seekingalpha.com/article/4607729-nvidia-dont-wait-till-everyone-starts-selling\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4532":"文艺复兴科技持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","NVDA":"英伟达","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1548497426.USD":"安联环球人工智能AT Acc","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4587":"ChatGPT概念","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4535":"淡马锡持仓","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1923622614.USD":"Natixis Thematics Meta R/A USD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4588":"碎股","BK4526":"热门中概股","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0109392836.USD":"富兰克林科技股A","BK4141":"半导体产品","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4503":"景林资产持仓","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4551":"寇图资本持仓","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","BK4573":"虚拟现实","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4512":"苹果概念","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4549":"软银资本持仓","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4548":"巴美列捷福持仓","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H"},"source_url":"https://seekingalpha.com/article/4607729-nvidia-dont-wait-till-everyone-starts-selling","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2338634435","content_text":"SummaryNvidia sent bearish investors fleeing for the hills as the stock made a new all-time high.CEO Jensen Huang and his team played its AI picks-and-shovels card to maximum effect while posting blockbuster guidance, putting numbers to the hype.However, the market quickly priced in the optimism, lowering the risk/reward appeal to investors who missed adding pre-earnings.Can Nvidia continue to post such massive outperformance in guidance every quarter? It's essential to maintain sanity and don't keep chasing unsustainable momentum.Taking some profits/exposure off the table with NVDA still overvalued is the right thing to do. Keeping an allocation to continue riding the hype train until the momentum dissipates.Justin SullivanNVIDIA Corporation (NASDAQ:NVDA) sent bearish investors running for cover as NVDA re-tested its November 2021 highs, following a blowout guidance, putting solid numbers behind the generative AI hype.CEO Jensen Huang's answer to the bears (including me) is that Nvidia is clearly the AI picks and shovels market leader, trusted by \"cloud service providers or CSPs, consumer Internet companies and enterprises.\"With AMD (AMD) and Intel (INTC) nowhere close to disrupting Nvidia's full-stack ecosystem, the company is well-placed to help the world build its generative AI infrastructure.Huang's stunning guidance suggests that Nvidia is ready to post YoY revenue growth of about 64% in the upcoming quarter, led by its leadership in data center GPUs. In addition, management added that underlying demand by the cloud service providers or CSPs is robust. As such, the company has \"visibility right now for [its] data center demand that has probably extended out a few quarters.\"The company has strengthened its supply chain resilience by making big orders with its suppliers. As a result, Nvidia's orders have pleasantly surprised the semi-supply chain, as DIGITIMES highlighted that it \"has placed rush orders with TSMC (TSM) for its H100 and A100 GPUs, as well as the H800 and A800 designed specifically for China.\"As such, it has lifted the gloom over Taiwan Semiconductor or TSMC's FY23 revenue growth projections, which is expected to see a significant boost. Accordingly, the \"rush orders\" have raised TSMC's 5nm process utilization rate \"close to full capacity.\" It has also increased the utilization rates for its 6nm and 7nm process family.Therefore, the orders are in, suggesting why the market rewarded Nvidia with a 25% increase to close Thursday's (May 25) session. In addition, I highlighted in a recent Intel article stressing why Nvidia is ready to take on Intel's data center CPU leadership by remodeling it with its data center GPUs.With an unmatched software ecosystem at the moment, Nvidia is riding the AI hype in full swing while leaving its arch-rivals behind. However, Nvidia is in no mood to rest on its laurels, as Huang cautioned that the competition is highly intense:Regarding competition, we have competition from every direction. Start-ups, really, really well funded and innovative start-ups, countless of them all over the world. We have competitions from existing semiconductor companies. We have competition from CSPs with internal projects, and many of you know about most of these. And so we're mindful of competition all the time, and we get competition all the time. - Nvidia FQ1'24 earnings callHowever, what's important for investors to recognize is that Nvidia is focused on offering its customers the most cost-effective package (hardware and software).The high costs of offering high-quality AI solutions and continued cloud optimization by enterprise customers suggest that service providers will likely be very sensitive to costs.As such, Nvidia believes it has such a significant lead in this aspect that Huang is confident that the company offers its customers the \"lowest-cost solution.\"With that in mind, Nvidia likely sees significant opportunities to reach into the $1T data center installed base. Moreover, with generative AI demanding more intense computational resources, Nvidia's solutions would likely see GPU CapEx spending increasing markedly from just \"10% historically.\"However, the critical question is whether Huang and his team can consistently deliver such monstrous guidance, stunning analysts and investors moving ahead.While I do not doubt that, Nvidia remains a core holding in my portfolio, I already took the opportunity to unload some exposure at the highs yesterday. Interestingly, given the significantly revised forward estimates following management's guidance, NVDA's overvaluation has not \"worsened\" compared to pre-earnings.It's still overvalued but to a similar extent based on my blended fair value estimates. In addition, its pre-earnings NTM adjusted P/E of 70x is way higher than its post-earnings adjusted P/E of 42.3x.Therefore, if we consider NVDA's relative and intrinsic valuation per se, investors shouldn't be stunned by the market's reaction. Instead, market operators quickly priced in the company's blockbuster guidance appropriately.However, NVDA's price action still suggests significant caution as more FOMO buyers rush in, attempting to buy the potential breakout opportunity. As a result, I assessed that the possibility of another spike or two to force out early short-sellers is possible. If that happens, I would consider closing all my positions in NVDA and wait for a steep pullback that could help level off a significant level of optimism before I return.While I reiterate my Sell rating, I urge investors not to close all their positions but take exposure off progressively to hedge against further upside volatility until they see a decisive bull trap.Important note: Investors are reminded to do their own due diligence and not rely on the information provided as financial advice. The rating is also not intended to time a specific entry/exit at the point of writing unless otherwise specified.","news_type":1},"isVote":1,"tweetType":1,"viewCount":908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921486655,"gmtCreate":1671112481978,"gmtModify":1676538492261,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576472032670521","idStr":"3576472032670521"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>Don't catch the dropping parang toh especially when u can't see if it is near the bottom. My thought is gonna continue to free fall.&nbsp;Hmm I don't think will go lower than $90 though some said drop till $75.&nbsp;[Happy]&nbsp; Well don't understand what EM has got up in his brain, but he definitely need to tweet less.","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>Don't catch the dropping parang toh especially when u can't see if it is near the bottom. My thought is gonna continue to free fall.&nbsp;Hmm I don't think will go lower than $90 though some said drop till $75.&nbsp;[Happy]&nbsp; Well don't understand what EM has got up in his brain, but he definitely need to tweet less.","text":"$Tesla Motors(TSLA)$ Don't catch the dropping parang toh especially when u can't see if it is near the bottom. My thought is gonna continue to free fall. Hmm I don't think will go lower than $90 though some said drop till $75. [Happy] Well don't understand what EM has got up in his brain, but he definitely need to tweet less.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":46,"commentSize":46,"repostSize":0,"link":"https://ttm.financial/post/9921486655","isVote":1,"tweetType":1,"viewCount":2533,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107063207857540","authorId":"4107063207857540","name":"LuckyPiggie","avatar":"https://community-static.tradeup.com/news/33330ac1fe6d6c956e10045c870d6f46","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"4107063207857540","idStr":"4107063207857540"},"content":"hahha ... maybe he bought twitter just to catch the 19yr old boy that tracking him [LOL] [LOL] expensive game sia [Duh] ...","text":"hahha ... maybe he bought twitter just to catch the 19yr old boy that tracking him [LOL] [LOL] expensive game sia [Duh] ...","html":"hahha ... maybe he bought twitter just to catch the 19yr old boy that tracking him [LOL] [LOL] expensive game sia [Duh] ..."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921536827,"gmtCreate":1671084752570,"gmtModify":1676538487627,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576472032670521","idStr":"3576472032670521"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/U/4107063207857540\">@LuckyPiggie&nbsp;</a>this lagi best...&nbsp;Buy $75[Happy]&nbsp;[LOL]&nbsp;[Happy]&nbsp; Writer must have short Telsa big time&nbsp;[Happy]&nbsp;[Happy]&nbsp;","listText":"<a href=\"https://ttm.financial/U/4107063207857540\">@LuckyPiggie&nbsp;</a>this lagi best...&nbsp;Buy $75[Happy]&nbsp;[LOL]&nbsp;[Happy]&nbsp; Writer must have short Telsa big time&nbsp;[Happy]&nbsp;[Happy]&nbsp;","text":"@LuckyPiggie this lagi best... Buy $75[Happy] [LOL] [Happy] Writer must have short Telsa big time [Happy] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":8,"repostSize":0,"link":"https://ttm.financial/post/9921536827","repostId":"2291571778","repostType":2,"repost":{"id":"2291571778","kind":"news","pubTimestamp":1671084084,"share":"https://ttm.financial/m/news/2291571778?lang=&edition=fundamental","pubTime":"2022-12-15 14:01","market":"us","language":"en","title":"Tesla: I'd Buy After A 53.4% Drop","url":"https://stock-news.laohu8.com/highlight/detail?id=2291571778","media":"Seeking Alpha","summary":"SummaryTesla is a stock I'd be extra cautious about because its founder is involved in ever-more int","content":"<html><head></head><body><h2>Summary</h2><ul><li>Tesla is a stock I&#39;d be extra cautious about because its founder is involved in ever-more intense political controversies.</li><li>I&#39;ve covered it in past articles, getting fair value estimates near $250 on the assumption that the company keeps growing fairly quickly.</li><li>Nevertheless, I always rated it &#39;hold&#39; because I thought that the uncertainty surrounding the company undermined any thesis based on future growth assumptions.</li><li>In this article, I explain why I&#39;d buy Tesla at $75, a 53.4% drop, even though its financials and growth trajectory would seem to suggest it&#39;s worth more than that.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ecebf7dbd139bf94cb13d4dce8d8da49\" tg-width=\"1080\" tg-height=\"704\" referrerpolicy=\"no-referrer\"/><span>Dimitrios Kambouris</span></p><p><b>Tesla</b>(NASDAQ:TSLA) is one of the toughest stocks out there to analyze. On the one hand, it has strong historical growth and adominant position in its market. On the other hand, it is veryexpensive (going by valuation multiples) and its founder is constantly getting in trouble for his provocative statements. In some cases, Musk has faced legal consequences for things he has said; for example, he once had to pay a $20 million fine for claiming that he had secured funding to take Tesla private.</p><p>This time around, Twitter is what’s getting people worried about their Tesla stock holdings. Elon Musk’s acquisition of Twitter was controversial in itself, now Elon musk is raising eyebrows for his posts on the platform. It would be hard to directly quote Musk’s recent posts without running afoul of Seeking Alpha’s political comment guidelines, so I will simply leave links to them off-platform here and here. Suffice it to say, the comments made some people very,<i>very</i> upset.</p><p>Shortly after Elon posted his two notorious Tweets, Tesla stock fell 6.3% in a single trading day. There was little material news about TSLA on the day that crash happened; the most recent big story was a bullish one about a surge in deliveries from Tesla Shanghai. Most likely, Musk’s tweets caused the selloff. Given the lack of other negative news, it’s the default assumption.</p><p>For me personally, nothing Musk is doing makes Tesla an “avoid at any price” stock. Tesla has great brand recognition, strong growth, and just recently got its tax credits back. The stock has a lot of things going for it. However, Musk’s risk taking is a serious enough concern for me to demand some kind of discount.</p><p>In past articles, I got fair value estimates for Tesla well above the current stock price. However, I never rated the stock any higher than a hold; in one article I rated it a sell. The reason for that is the immense uncertainty that Tesla is subject to. Whether it’s Musk’s Tweets or the federal investigation of the Twitter deal, there are many risk factors, some of which could impede the growth that makes the stock appear to have such a great future. For this reason, I’d want to see a price of $75 or lower before I’d buy the stock, even though I get value estimates above $200 when I value it by conventional means.</p><h2>My Past Coverage of Tesla</h2><p>In past articles, I’ve usually found Tesla to be worth something like $200-$300, going by a combination of multiples and discounted cash flows. In some cases, those prices were above the market price, but I never gave the stock a ‘buy’ rating, because I felt there were too many risks to the growth story. Some examples of valuations I arrived at include:</p><ul><li><p>$338 in “Tesla: the $4 Trillion Price Target is a Red Flag.”</p></li><li><p>$879 ($293 in post-split terms) in “Tesla: the EV Tax Credit is a Huge Catalyst.”</p></li><li><p>A sell rating (no specific price target) in “Long BYD, Short Tesla: a Great Tactical Pair Trade.”</p></li></ul><p>Now, you might wonder why I keep rating Tesla ‘hold’ or ‘sell’ when my models always give it upside. The reason has to do with how discounted cash flow models are constructed. You have to estimate future cash flows in order to make the math work, there’s no way around it. Tesla’s historical growth is extremely strong, and even if you cut the future growth estimates to half or a third of the actual historical growth, you still end up with pretty high price targets. In some of my previous articles, I cut Tesla’s future growth estimate down to the projected growth in the EV industry, which is a lot slower than Tesla’s actual growth rate. It still resulted in upside.</p><p>Still, I can’t rate the stock a buy, because I do think the risks here are serious enough to potentially end Tesla’s growth streak.</p><p>The first is demographics. Musk’s recent Twitter posts haven’t been received well by the demographics that tend to buy electric cars. Recently, Musk appeared on stage at a Dave Chapelle performance in San Francisco–the city with the second highest number of EV chargers in the U.S.--and was ‘booed’ by some audience members. This evidence might seem anecdotal, but it is known that Musk has low approval ratings in EV-friendly states like Oregon. Combining hard data with news reports, one gets the sense that Elon Musk isn’t being received well in States that are pushing green energy.</p><p>EV ownership in the U.S. skews toward affluent, educated, progressive-leaning individuals. Tesla has more conservative customers than other EV companies do, but it still has more democrat than republican owners. Many commentators believe that Musk’s recent Twitter posts have been designed to court conservative support. It is known that Musk is popular among conservatives, and he seems to be trying to shore up that support, but the problem is that Tesla’s customers come from other groups.</p><p>It’s not clear that Musk has angered enough people to get large numbers of them abandoning Tesla. A few people have said that they would buy Chevy Bolts in retaliation for Musk’s Twitter posts, but sales forecasts suggest there aren’t that many of them. By all accounts, Tesla’s sales are growing, not declining. Still, there is a possibility of Elon Musk alienating his core customer base; if he does so, we’d expect Tesla’s sales to take a hit.</p><p>There’s no shortage of companies selling electric cars. We’ve got European companies like <b>Volkswagen</b> (OTCPK:VWAGY), American companies like <b>General Motors</b> (GM) and Chinese companies like <b>NIO</b> (NIO) building EVs now. If the people who are upset about Musk’s job at Twitter wanted to ditch Tesla, they could do so. So a loss of sales is in principle a potential risk factor.</p><p>There’s also Musk’s selling of Twitter stock. As a long-term value investor, this does not really count as a risk to me, but it is a risk to those taking short term positions. Musk had to sell Tesla stock to put up collateral for the Twitter loans. He has sold at least $16.4 billion worth of TSLA, or 3.15% of the float. Insider selling of that magnitude can push a stock’s price downward, as stock prices are a function of supply and demand. If you don’t own Tesla stock now, and want to take a long-term position in the future, this is only good news, but for somebody who already owns Tesla stock, with no plans to average down, it’s very bad. If you already own Tesla and are hoping to get back to purchase prices well above $200, you might be waiting a while. Musk is rattling investor confidence and he may have more sales planned. If you don’t own Tesla stock, or own a little and plan on averaging down, then read on, because in the next section I explain why Tesla stock would be genuinely interesting at $75.</p><h2>Why Tesla Would Be Interesting at $75</h2><p>In previous sections, I explained why Tesla, with moderate growth assumptions, appeared to be worth $200 or more. In a DCF model it only takes about 20% growth in free cash flow for TSLA to come out with a fair value estimate well above $200. However, two things have to be kept in mind:</p><ol><li><p>Interest rates are rising.</p></li><li><p>There are genuine risks to Tesla’s operating performance.</p></li></ol><p>Interest rates going up takes a bite out of the value of cash flows from any company, and Elon Musk’s political commentary puts Tesla’s U.S. revenue at risk. So, a new Tesla model is needed to account for the risks. In past models, I discounted TSLA stock at just 8%. That’s a discount rate that includes a risk premium, but not a very large one. Today, Tesla is in the political crosshairs to an extent not seen when I wrote my last Tesla article, so more risk needs to be accounted for.</p><p>There are two ways to do this:</p><ol><li><p>Simply run one of my previous models at a far higher discount rate.</p></li><li><p>Lower the growth assumption.</p></li></ol><p>The first method is pretty straightforward. If you take my previous model that got a $338 FV estimate, and up the discount rate to 15%, you get a $111 price target. I think buying Tesla at that level would be basically sensible, but it helps to go even stricter still. Remember: when you buy TSLA shares, you’re paying for a lot of future growth. The nature of a ‘financial risk’ is that it can cause growth to disappear, and profits to turn into losses, so we need to account for those scenarios.</p><p>I do not think we need to model for a scenario where Tesla’s growth becomes negative. Tesla sells a lot of cars in China, a country that is not plugged into U.S. social media discourse, and where Elon Musk’s private behavior probably isn’t a concern for very many people. The U.S. market position does seem to be at risk, so we can model for a scenario where growth declines to 0%, based on current trends continuing in China while U.S. sales decline. Note that I don’t think this scenario will actually occur, it just helps to model worst case scenarios.</p><p>Under zero growth assumptions, we can simply value TSLA in terms of terminal value. This is where you discount free cash flow at a chosen discount rate. The range we get for Tesla, using 3.5% (no risk premium) and 15% (extremely large risk premium) is shown below.</p><p><img src=\"https://static.tigerbbs.com/e0f7a6ae9f247b5aac92b75634596020\" tg-width=\"735\" tg-height=\"138\" referrerpolicy=\"no-referrer\"/></p><p>So, to sum up, our total range of values under, when we account for immense risk, goes from:</p><ul><li><p>$19.33 (high discount rate, no growth).</p></li><li><p>$111 (high discount rate, high growth).</p></li></ul><p>The mean of the high and low values is $65. If you want to be extremely conservative, aim for $65 before buying Tesla. Personally, I’d probably buy at $75, because the worst-case scenarios I’m modelling for here are rather extreme. Most likely Tesla will do better than 0% growth. But in an environment of rising rates, it pays to play it safe. For the most risk averse investors, Tesla does not appear to be a buy.</p><p>This article is written by Growth at a Good Price for reference only. Please note the risks.</p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: I'd Buy After A 53.4% Drop</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: I'd Buy After A 53.4% Drop\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-15 14:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4564344-tesla-stock-buy-post-53-4-percent-drop><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla is a stock I'd be extra cautious about because its founder is involved in ever-more intense political controversies.I've covered it in past articles, getting fair value estimates near $...</p>\n\n<a href=\"https://seekingalpha.com/article/4564344-tesla-stock-buy-post-53-4-percent-drop\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4511":"特斯拉概念","BK4099":"汽车制造商","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4548":"巴美列捷福持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2063271972.USD":"富兰克林创新领域基金","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4585":"ETF&股票定投概念","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4534":"瑞士信贷持仓","TSLA":"特斯拉","LU0056508442.USD":"贝莱德世界科技基金A2","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4527":"明星科技股","BK4581":"高盛持仓","BK4550":"红杉资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4574":"无人驾驶","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4551":"寇图资本持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc"},"source_url":"https://seekingalpha.com/article/4564344-tesla-stock-buy-post-53-4-percent-drop","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291571778","content_text":"SummaryTesla is a stock I'd be extra cautious about because its founder is involved in ever-more intense political controversies.I've covered it in past articles, getting fair value estimates near $250 on the assumption that the company keeps growing fairly quickly.Nevertheless, I always rated it 'hold' because I thought that the uncertainty surrounding the company undermined any thesis based on future growth assumptions.In this article, I explain why I'd buy Tesla at $75, a 53.4% drop, even though its financials and growth trajectory would seem to suggest it's worth more than that.Dimitrios KambourisTesla(NASDAQ:TSLA) is one of the toughest stocks out there to analyze. On the one hand, it has strong historical growth and adominant position in its market. On the other hand, it is veryexpensive (going by valuation multiples) and its founder is constantly getting in trouble for his provocative statements. In some cases, Musk has faced legal consequences for things he has said; for example, he once had to pay a $20 million fine for claiming that he had secured funding to take Tesla private.This time around, Twitter is what’s getting people worried about their Tesla stock holdings. Elon Musk’s acquisition of Twitter was controversial in itself, now Elon musk is raising eyebrows for his posts on the platform. It would be hard to directly quote Musk’s recent posts without running afoul of Seeking Alpha’s political comment guidelines, so I will simply leave links to them off-platform here and here. Suffice it to say, the comments made some people very,very upset.Shortly after Elon posted his two notorious Tweets, Tesla stock fell 6.3% in a single trading day. There was little material news about TSLA on the day that crash happened; the most recent big story was a bullish one about a surge in deliveries from Tesla Shanghai. Most likely, Musk’s tweets caused the selloff. Given the lack of other negative news, it’s the default assumption.For me personally, nothing Musk is doing makes Tesla an “avoid at any price” stock. Tesla has great brand recognition, strong growth, and just recently got its tax credits back. The stock has a lot of things going for it. However, Musk’s risk taking is a serious enough concern for me to demand some kind of discount.In past articles, I got fair value estimates for Tesla well above the current stock price. However, I never rated the stock any higher than a hold; in one article I rated it a sell. The reason for that is the immense uncertainty that Tesla is subject to. Whether it’s Musk’s Tweets or the federal investigation of the Twitter deal, there are many risk factors, some of which could impede the growth that makes the stock appear to have such a great future. For this reason, I’d want to see a price of $75 or lower before I’d buy the stock, even though I get value estimates above $200 when I value it by conventional means.My Past Coverage of TeslaIn past articles, I’ve usually found Tesla to be worth something like $200-$300, going by a combination of multiples and discounted cash flows. In some cases, those prices were above the market price, but I never gave the stock a ‘buy’ rating, because I felt there were too many risks to the growth story. Some examples of valuations I arrived at include:$338 in “Tesla: the $4 Trillion Price Target is a Red Flag.”$879 ($293 in post-split terms) in “Tesla: the EV Tax Credit is a Huge Catalyst.”A sell rating (no specific price target) in “Long BYD, Short Tesla: a Great Tactical Pair Trade.”Now, you might wonder why I keep rating Tesla ‘hold’ or ‘sell’ when my models always give it upside. The reason has to do with how discounted cash flow models are constructed. You have to estimate future cash flows in order to make the math work, there’s no way around it. Tesla’s historical growth is extremely strong, and even if you cut the future growth estimates to half or a third of the actual historical growth, you still end up with pretty high price targets. In some of my previous articles, I cut Tesla’s future growth estimate down to the projected growth in the EV industry, which is a lot slower than Tesla’s actual growth rate. It still resulted in upside.Still, I can’t rate the stock a buy, because I do think the risks here are serious enough to potentially end Tesla’s growth streak.The first is demographics. Musk’s recent Twitter posts haven’t been received well by the demographics that tend to buy electric cars. Recently, Musk appeared on stage at a Dave Chapelle performance in San Francisco–the city with the second highest number of EV chargers in the U.S.--and was ‘booed’ by some audience members. This evidence might seem anecdotal, but it is known that Musk has low approval ratings in EV-friendly states like Oregon. Combining hard data with news reports, one gets the sense that Elon Musk isn’t being received well in States that are pushing green energy.EV ownership in the U.S. skews toward affluent, educated, progressive-leaning individuals. Tesla has more conservative customers than other EV companies do, but it still has more democrat than republican owners. Many commentators believe that Musk’s recent Twitter posts have been designed to court conservative support. It is known that Musk is popular among conservatives, and he seems to be trying to shore up that support, but the problem is that Tesla’s customers come from other groups.It’s not clear that Musk has angered enough people to get large numbers of them abandoning Tesla. A few people have said that they would buy Chevy Bolts in retaliation for Musk’s Twitter posts, but sales forecasts suggest there aren’t that many of them. By all accounts, Tesla’s sales are growing, not declining. Still, there is a possibility of Elon Musk alienating his core customer base; if he does so, we’d expect Tesla’s sales to take a hit.There’s no shortage of companies selling electric cars. We’ve got European companies like Volkswagen (OTCPK:VWAGY), American companies like General Motors (GM) and Chinese companies like NIO (NIO) building EVs now. If the people who are upset about Musk’s job at Twitter wanted to ditch Tesla, they could do so. So a loss of sales is in principle a potential risk factor.There’s also Musk’s selling of Twitter stock. As a long-term value investor, this does not really count as a risk to me, but it is a risk to those taking short term positions. Musk had to sell Tesla stock to put up collateral for the Twitter loans. He has sold at least $16.4 billion worth of TSLA, or 3.15% of the float. Insider selling of that magnitude can push a stock’s price downward, as stock prices are a function of supply and demand. If you don’t own Tesla stock now, and want to take a long-term position in the future, this is only good news, but for somebody who already owns Tesla stock, with no plans to average down, it’s very bad. If you already own Tesla and are hoping to get back to purchase prices well above $200, you might be waiting a while. Musk is rattling investor confidence and he may have more sales planned. If you don’t own Tesla stock, or own a little and plan on averaging down, then read on, because in the next section I explain why Tesla stock would be genuinely interesting at $75.Why Tesla Would Be Interesting at $75In previous sections, I explained why Tesla, with moderate growth assumptions, appeared to be worth $200 or more. In a DCF model it only takes about 20% growth in free cash flow for TSLA to come out with a fair value estimate well above $200. However, two things have to be kept in mind:Interest rates are rising.There are genuine risks to Tesla’s operating performance.Interest rates going up takes a bite out of the value of cash flows from any company, and Elon Musk’s political commentary puts Tesla’s U.S. revenue at risk. So, a new Tesla model is needed to account for the risks. In past models, I discounted TSLA stock at just 8%. That’s a discount rate that includes a risk premium, but not a very large one. Today, Tesla is in the political crosshairs to an extent not seen when I wrote my last Tesla article, so more risk needs to be accounted for.There are two ways to do this:Simply run one of my previous models at a far higher discount rate.Lower the growth assumption.The first method is pretty straightforward. If you take my previous model that got a $338 FV estimate, and up the discount rate to 15%, you get a $111 price target. I think buying Tesla at that level would be basically sensible, but it helps to go even stricter still. Remember: when you buy TSLA shares, you’re paying for a lot of future growth. The nature of a ‘financial risk’ is that it can cause growth to disappear, and profits to turn into losses, so we need to account for those scenarios.I do not think we need to model for a scenario where Tesla’s growth becomes negative. Tesla sells a lot of cars in China, a country that is not plugged into U.S. social media discourse, and where Elon Musk’s private behavior probably isn’t a concern for very many people. The U.S. market position does seem to be at risk, so we can model for a scenario where growth declines to 0%, based on current trends continuing in China while U.S. sales decline. Note that I don’t think this scenario will actually occur, it just helps to model worst case scenarios.Under zero growth assumptions, we can simply value TSLA in terms of terminal value. This is where you discount free cash flow at a chosen discount rate. The range we get for Tesla, using 3.5% (no risk premium) and 15% (extremely large risk premium) is shown below.So, to sum up, our total range of values under, when we account for immense risk, goes from:$19.33 (high discount rate, no growth).$111 (high discount rate, high growth).The mean of the high and low values is $65. If you want to be extremely conservative, aim for $65 before buying Tesla. Personally, I’d probably buy at $75, because the worst-case scenarios I’m modelling for here are rather extreme. Most likely Tesla will do better than 0% growth. But in an environment of rising rates, it pays to play it safe. For the most risk averse investors, Tesla does not appear to be a buy.This article is written by Growth at a Good Price for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":841,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107063207857540","authorId":"4107063207857540","name":"LuckyPiggie","avatar":"https://community-static.tradeup.com/news/33330ac1fe6d6c956e10045c870d6f46","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"4107063207857540","idStr":"4107063207857540"},"content":"haha 75 was back 2 yrs ago .. if he bought at that time , of course can talk big . [LOL] .. so another 50% down is quite possible as some said.","text":"haha 75 was back 2 yrs ago .. if he bought at that time , of course can talk big . [LOL] .. so another 50% down is quite possible as some said.","html":"haha 75 was back 2 yrs ago .. if he bought at that time , of course can talk big . [LOL] .. so another 50% down is quite possible as some said."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920843094,"gmtCreate":1670468431619,"gmtModify":1676538374924,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576472032670521","idStr":"3576472032670521"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>Should be down a little more","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>Should be down a little more","text":"$Tesla Motors(TSLA)$ Should be down a little more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9920843094","isVote":1,"tweetType":1,"viewCount":777,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107063207857540","authorId":"4107063207857540","name":"LuckyPiggie","avatar":"https://community-static.tradeup.com/news/33330ac1fe6d6c956e10045c870d6f46","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"4107063207857540","idStr":"4107063207857540"},"content":"130 ok ? [Tongue] maybe in jan or feb 🤔","text":"130 ok ? [Tongue] maybe in jan or feb 🤔","html":"130 ok ? [Tongue] maybe in jan or feb 🤔"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965915538,"gmtCreate":1669870811125,"gmtModify":1676538260834,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576472032670521","idStr":"3576472032670521"},"themes":[],"htmlText":"Manipulator&nbsp;[Happy]&nbsp;[Happy]&nbsp;","listText":"Manipulator&nbsp;[Happy]&nbsp;[Happy]&nbsp;","text":"Manipulator [Happy] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":8,"repostSize":0,"link":"https://ttm.financial/post/9965915538","repostId":"2288612530","repostType":4,"repost":{"id":"2288612530","kind":"highlight","pubTimestamp":1669861884,"share":"https://ttm.financial/m/news/2288612530?lang=&edition=fundamental","pubTime":"2022-12-01 10:31","market":"us","language":"en","title":"Was Wednesday's Stock Market Surge Premature?","url":"https://stock-news.laohu8.com/highlight/detail?id=2288612530","media":"Motley Fool","summary":"What the Federal Reserve chair said wasn't any big surprise, but Wall Street heard what it wanted to hear.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>Markets surged after Fed chair Jerome Powell gave a speech on monetary policy.</li><li>Investors focused on the idea that the Fed will moderate the pace of future rate increases.</li><li>That, however, doesn&#39;t mean that the central bank won&#39;t keep monetary policy at restrictive levels for an extended period.</li></ul><p>Stock market participants had been looking forward to Wednesday for quite a while, as they anticipated getting valuable insight when Federal Reserve chair Jerome Powell gave a speech about his views on monetary policy. As it turned out, Powell&#39;s comments were well-received by investors, and that resulted in solid gains of more than 2% for the <b>Dow Jones Industrial Average</b> and even bigger advances for the <b>Nasdaq Composite</b> and <b>S&amp;P 500</b>.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a315992249cfa713089395a7fa48663d\" tg-width=\"1216\" tg-height=\"290\" width=\"100%\" height=\"auto\"/><span>Data source: Yahoo! Finance.</span></p><p>Until Powell began speaking in the afternoon, major market indexes were flat to slightly lower on the day. Yet even though what Powell said didn&#39;t really come as any big surprise to those who followed the relevant financial markets, it nevertheless seemed to give investors more confidence that their reading on the situation facing stock markets was correct.</p><p>That doesn&#39;t necessarily mean that the immediate future won&#39;t remain volatile, but it nevertheless led some to conclude that eventual victory over inflation and recessionary pressures was inevitable.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0a9308e7ec2ef77edad00c41db7fc50\" tg-width=\"700\" tg-height=\"367\" width=\"100%\" height=\"auto\"/><span>Federal Reserve building. Image source: Getty Images.</span></p><h2>What Powell said</h2><p>Powell continued to emphasize that there are two key components to Federal Reserve policy that some will find contradictory but that nevertheless apply. First and most important, the Fed is still concerned about the uncomfortably high level of inflation in the market.</p><p>That came at the beginning of Powell&#39;s speech, and the Fed chair emphasized that higher prices are causing substantial hardship for tens of millions of people across the nation. Such levels of price instability are fundamentally incompatible with a working economy, and current estimates of inflation, as measured by the Fed&#39;s preferred personal consumption expenditure metric, is coming in at 6%.</p><p>That left Powell to conclude that there&#39;s still a lot of work to do before inflation comes under control, let alone before it gets back to the 2% long-term target that the Fed prefers to see. Indeed, Powell warned that he believes the eventual level at which interest rates will rise sufficiently to get inflation under control will likely be higher than he thought at the time of the Federal Open Market Committee&#39;s meeting in September.</p><p>Yet at the same time, Powell acknowledged that using interest-rate increases to moderate inflationary pressures is an imprecise science. He also said there are definite lags between the time the central bank boosts rates and when the effects of tighter monetary policy actually show up in economic data, particularly concerning inflation.</p><p>Therefore, Powell said, &#34;It makes sense to moderate the pace of our rate increases as we approach the level of restraint that will be sufficient to bring inflation down.&#34; In addressing the timing of such moderation, the Fed chair said that a slowing of rate increases could come as soon as its December meeting.</p><p>Market watchers immediately took that comment to mean that the Fed would likely raise interest rates by just half a percentage point in December, slowing from the 0.75 percentage-point boosts that the central bank has made at its last four consecutive meetings. That, in turn, ignited the massive stock market rally, and longer-term interest rates also moved lower on the news, as bond investors foresaw a shorter period of time to fight inflation.</p><h2>Not a shocker</h2><p>Those watching the credit markets shouldn&#39;t have been surprised by what Powell said because it was already largely reflected in certain securities prices. As early as four weeks ago, federal funds rate futures showed that investors thought it more likely than not that the Fed would do a December increase of only half a percentage point.</p><p>Moreover, the short-term jump in stocks seemingly ignored the rest of Powell&#39;s monetary-policy comments. The chair repeated that restrictively high interest rates could be necessary for a significant period of time, and the central bank remains extremely wary of being premature in reversing course. Indeed, Powell pointed to several data points that remain worrisome, including above-normal wage growth, rising prices for housing services, and continued disruptions in labor markets that began with the COVID-19 pandemic.</p><p>Of course, it&#39;s possible that stock markets have overreacted in falling so far from their record levels in late 2021, so a reversal -- in light of things going mostly as expected -- is actually warranted. Regardless, investors need to be prepared for it to take more time than they might think for the Fed&#39;s inflation-fighting saga to play out to the bitter end.</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>Was Wednesday's Stock Market Surge Premature?</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\">\nWas Wednesday's Stock Market Surge Premature?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-01 10:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/30/was-wednesdays-stock-market-surge-premature/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSMarkets surged after Fed chair Jerome Powell gave a speech on monetary policy.Investors focused on the idea that the Fed will moderate the pace of future rate increases.That, however, doesn'...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/30/was-wednesdays-stock-market-surge-premature/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.fool.com/investing/2022/11/30/was-wednesdays-stock-market-surge-premature/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2288612530","content_text":"KEY POINTSMarkets surged after Fed chair Jerome Powell gave a speech on monetary policy.Investors focused on the idea that the Fed will moderate the pace of future rate increases.That, however, doesn't mean that the central bank won't keep monetary policy at restrictive levels for an extended period.Stock market participants had been looking forward to Wednesday for quite a while, as they anticipated getting valuable insight when Federal Reserve chair Jerome Powell gave a speech about his views on monetary policy. As it turned out, Powell's comments were well-received by investors, and that resulted in solid gains of more than 2% for the Dow Jones Industrial Average and even bigger advances for the Nasdaq Composite and S&P 500.Data source: Yahoo! Finance.Until Powell began speaking in the afternoon, major market indexes were flat to slightly lower on the day. Yet even though what Powell said didn't really come as any big surprise to those who followed the relevant financial markets, it nevertheless seemed to give investors more confidence that their reading on the situation facing stock markets was correct.That doesn't necessarily mean that the immediate future won't remain volatile, but it nevertheless led some to conclude that eventual victory over inflation and recessionary pressures was inevitable.Federal Reserve building. Image source: Getty Images.What Powell saidPowell continued to emphasize that there are two key components to Federal Reserve policy that some will find contradictory but that nevertheless apply. First and most important, the Fed is still concerned about the uncomfortably high level of inflation in the market.That came at the beginning of Powell's speech, and the Fed chair emphasized that higher prices are causing substantial hardship for tens of millions of people across the nation. Such levels of price instability are fundamentally incompatible with a working economy, and current estimates of inflation, as measured by the Fed's preferred personal consumption expenditure metric, is coming in at 6%.That left Powell to conclude that there's still a lot of work to do before inflation comes under control, let alone before it gets back to the 2% long-term target that the Fed prefers to see. Indeed, Powell warned that he believes the eventual level at which interest rates will rise sufficiently to get inflation under control will likely be higher than he thought at the time of the Federal Open Market Committee's meeting in September.Yet at the same time, Powell acknowledged that using interest-rate increases to moderate inflationary pressures is an imprecise science. He also said there are definite lags between the time the central bank boosts rates and when the effects of tighter monetary policy actually show up in economic data, particularly concerning inflation.Therefore, Powell said, \"It makes sense to moderate the pace of our rate increases as we approach the level of restraint that will be sufficient to bring inflation down.\" In addressing the timing of such moderation, the Fed chair said that a slowing of rate increases could come as soon as its December meeting.Market watchers immediately took that comment to mean that the Fed would likely raise interest rates by just half a percentage point in December, slowing from the 0.75 percentage-point boosts that the central bank has made at its last four consecutive meetings. That, in turn, ignited the massive stock market rally, and longer-term interest rates also moved lower on the news, as bond investors foresaw a shorter period of time to fight inflation.Not a shockerThose watching the credit markets shouldn't have been surprised by what Powell said because it was already largely reflected in certain securities prices. As early as four weeks ago, federal funds rate futures showed that investors thought it more likely than not that the Fed would do a December increase of only half a percentage point.Moreover, the short-term jump in stocks seemingly ignored the rest of Powell's monetary-policy comments. The chair repeated that restrictively high interest rates could be necessary for a significant period of time, and the central bank remains extremely wary of being premature in reversing course. Indeed, Powell pointed to several data points that remain worrisome, including above-normal wage growth, rising prices for housing services, and continued disruptions in labor markets that began with the COVID-19 pandemic.Of course, it's possible that stock markets have overreacted in falling so far from their record levels in late 2021, so a reversal -- in light of things going mostly as expected -- is actually warranted. Regardless, investors need to be prepared for it to take more time than they might think for the Fed's inflation-fighting saga to play out to the bitter end.","news_type":1},"isVote":1,"tweetType":1,"viewCount":597,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107063207857540","authorId":"4107063207857540","name":"LuckyPiggie","avatar":"https://community-static.tradeup.com/news/33330ac1fe6d6c956e10045c870d6f46","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"4107063207857540","idStr":"4107063207857540"},"content":"look at xpeng.. shot to Pluto . [LOL] alth result wasnt good.","text":"look at xpeng.. shot to Pluto . [LOL] alth result wasnt good.","html":"look at xpeng.. shot to Pluto . [LOL] alth result wasnt good."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966163029,"gmtCreate":1669442609261,"gmtModify":1676538197888,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576472032670521","idStr":"3576472032670521"},"themes":[],"htmlText":"Interesting data","listText":"Interesting data","text":"Interesting data","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966163029","repostId":"9966085104","repostType":1,"repost":{"id":9966085104,"gmtCreate":1669347714009,"gmtModify":1676538187056,"author":{"id":"4098923898631570","authorId":"4098923898631570","name":"Optionskiwi","avatar":"https://community-static.tradeup.com/news/ba8b1a5fea08b02c9b059887b1227fcd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098923898631570","idStr":"4098923898631570"},"themes":[],"title":"How is November treating you? ","htmlText":"With the US share market closed for Thanksgiving it is a good opportunity to reflect on the returns of the <a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$ </a>month and year to date and exam what may lie ahead. 2022 has been a difficult year for stocks with the <a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$ </a>falling 27.5% from its January intraday high of 4,818 to an intraday low of 3,491 in mid-October.From this October low the market has rallied 15.6% to 4,034 on Wednesday.So, will this bear market rally succeed where others (January, March, May and June) have failed this year? &nbsp;Time will tell!Mid Term Election EffectWhat we do know is that historically stocks tend to sell off in the two quarters ahead of midterm elections an","listText":"With the US share market closed for Thanksgiving it is a good opportunity to reflect on the returns of the <a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$ </a>month and year to date and exam what may lie ahead. 2022 has been a difficult year for stocks with the <a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$ </a>falling 27.5% from its January intraday high of 4,818 to an intraday low of 3,491 in mid-October.From this October low the market has rallied 15.6% to 4,034 on Wednesday.So, will this bear market rally succeed where others (January, March, May and June) have failed this year? &nbsp;Time will tell!Mid Term Election EffectWhat we do know is that historically stocks tend to sell off in the two quarters ahead of midterm elections an","text":"With the US share market closed for Thanksgiving it is a good opportunity to reflect on the returns of the $S&P 500(.SPX)$ month and year to date and exam what may lie ahead. 2022 has been a difficult year for stocks with the $S&P 500(.SPX)$ falling 27.5% from its January intraday high of 4,818 to an intraday low of 3,491 in mid-October.From this October low the market has rallied 15.6% to 4,034 on Wednesday.So, will this bear market rally succeed where others (January, March, May and June) have failed this year? Time will tell!Mid Term Election EffectWhat we do know is that historically stocks tend to sell off in the two quarters ahead of midterm elections an","images":[{"img":"https://community-static.tradeup.com/news/fb553fc6f643b81362aa8bf938fff613","width":"389","height":"349"},{"img":"https://community-static.tradeup.com/news/0997ec0ac508e958ab4efe9fc58e92e4","width":"753","height":"583"},{"img":"https://community-static.tradeup.com/news/70402eae820a937070f30fb2257b5bf0","width":"487","height":"1164"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966085104","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968997746,"gmtCreate":1669090437786,"gmtModify":1676538150554,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576472032670521","idStr":"3576472032670521"},"themes":[],"htmlText":"Writer seem to have lots of grudges against Zuckerberg&nbsp;[Happy]&nbsp;[Happy]&nbsp;[Happy]&nbsp;","listText":"Writer seem to have lots of grudges against Zuckerberg&nbsp;[Happy]&nbsp;[Happy]&nbsp;[Happy]&nbsp;","text":"Writer seem to have lots of grudges against Zuckerberg [Happy] [Happy] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/9968997746","repostId":"1146987521","repostType":4,"repost":{"id":"1146987521","kind":"news","pubTimestamp":1668987993,"share":"https://ttm.financial/m/news/1146987521?lang=&edition=fundamental","pubTime":"2022-11-21 07:46","market":"us","language":"en","title":"Don’t Make the Mega-Mistake of Buying META Stock Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1146987521","media":"InvestorPlace","summary":"Meta Platforms (META) CEO Mark Zuckerberg released an apology to the company’s employees.This doesn’","content":"<html><head></head><body><ul><li><b>Meta Platforms</b> (<b>META</b>) CEO Mark Zuckerberg released an apology to the company’s employees.</li><li>This doesn’t mean that Zuckerberg will back off of his stubborn wager on the metaverse.</li><li>Investors should stay cautious on META stock.</li></ul><p>Without a doubt, the fate of <b>Meta Platforms</b> (NASDAQ: <b>META</b>) stock rests in the hands of its founder and CEO, Mark Zuckerberg. Going forward, META will have to be on board with Zuckerberg’s insistence on morphing Meta into a metaverse business.</p><p>Before taking a position, however, financial traders should carefully read the CEO’s seemingly apologetic message to Meta’s employees. After some consideration, you might doubt young Zuck’s sincerity, and his willingness to reassess his business strategy.</p><p>When one person controls a company completely, the result can be a huge success or a dismal failure. It’s too soon to know how Meta Platforms will end up in five or 10 years. If 2022 is any indication, however, then the outlook doesn’t look bright.</p><p>This isn’t to suggest that Zuckerberg is deliberately trying to run his business into the ground. Yet, a stubborn leader can cause significant damage, and the last thing you need now is to invest in a metaverse-obsessed Titanic.</p><p><b>META Stock Is on a Collision Course</b></p><p>The Meta Platforms perma-bulls might point out that META stock had a rally recently. During this time, however, practically the entire stock market moved up due to a lower-than-expected inflation print.</p><p>Thus, a rising tide lifted all boats, including Meta Platforms. Even with that quick bump, though, Meta shares were far below their early-January price of around $338.</p><p>In other words, stubborn shareholders have been wrong for most of 2022, and just maybe a stubborn CEO is to blame. Quite frankly, the metaverse simply hasn’t been the huge hit that Zuckerberg probably expected it to be.</p><p>Sure, Millennials and Zoomers are open-minded about technology, but they don’t necessarily want to spend a lot of money on a special headset during this time of high inflation.</p><p><b>Zuckerberg’s Apology Just Isn’t Enough</b></p><p>It’s one thing to apologize; making meaningful changes is another matter entirely. Prospective investors should ask themselves: What specifically is Meta Platforms’ CEO doing to return the company to its former status and prosperity?</p><p>Yes, Zuckerberg is laying off over 11,000 employees, or roughly 11% of Meta’s workforce. However, this is likely to decrease morale at the company and could reduce the quality of Meta Platforms’ customer service. Besides, some analysts doubt that the job cuts will have a substantial positive impact on Meta’s bottom line.</p><p>Moreover, even while Meta Platforms is laying off so many workers, the company is still guiding for a whopping $34 billion to $37 billion in 2023capital expenditures.</p><p>So, while Zuckerberg can say he’s “especially sorry” in a letter to Meta’s employees, this shouldn’t provide much comfort or confidence to the company’s laid-off workers – or to the shareholders, for that matter.</p><p><b>What You Can Do Now</b></p><p>It’s been suggested, and rightly so, that Meta Platformshired too many people and is only now seriously considering retrenchment. While Zuckerberg’s job cuts are well-publicized, they may be a case of “too little, too late.”</p><p>An apology letter simply won’t be enough to convince skeptical prospective investors. The question remains: Is Zuckerberg really prepared to cut back on his headlong foray into the metaverse?</p><p>So far, there’s scant evidence that this is the case. Therefore, it’s just not the right time to invest in META stock.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Don’t Make the Mega-Mistake of Buying META 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\">\nDon’t Make the Mega-Mistake of Buying META Stock Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-21 07:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2022/11/dont-make-the-mega-mistake-of-buying-meta-stock-now/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meta Platforms (META) CEO Mark Zuckerberg released an apology to the company’s employees.This doesn’t mean that Zuckerberg will back off of his stubborn wager on the metaverse.Investors should stay ...</p>\n\n<a href=\"https://investorplace.com/market360/2022/11/dont-make-the-mega-mistake-of-buying-meta-stock-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://investorplace.com/market360/2022/11/dont-make-the-mega-mistake-of-buying-meta-stock-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146987521","content_text":"Meta Platforms (META) CEO Mark Zuckerberg released an apology to the company’s employees.This doesn’t mean that Zuckerberg will back off of his stubborn wager on the metaverse.Investors should stay cautious on META stock.Without a doubt, the fate of Meta Platforms (NASDAQ: META) stock rests in the hands of its founder and CEO, Mark Zuckerberg. Going forward, META will have to be on board with Zuckerberg’s insistence on morphing Meta into a metaverse business.Before taking a position, however, financial traders should carefully read the CEO’s seemingly apologetic message to Meta’s employees. After some consideration, you might doubt young Zuck’s sincerity, and his willingness to reassess his business strategy.When one person controls a company completely, the result can be a huge success or a dismal failure. It’s too soon to know how Meta Platforms will end up in five or 10 years. If 2022 is any indication, however, then the outlook doesn’t look bright.This isn’t to suggest that Zuckerberg is deliberately trying to run his business into the ground. Yet, a stubborn leader can cause significant damage, and the last thing you need now is to invest in a metaverse-obsessed Titanic.META Stock Is on a Collision CourseThe Meta Platforms perma-bulls might point out that META stock had a rally recently. During this time, however, practically the entire stock market moved up due to a lower-than-expected inflation print.Thus, a rising tide lifted all boats, including Meta Platforms. Even with that quick bump, though, Meta shares were far below their early-January price of around $338.In other words, stubborn shareholders have been wrong for most of 2022, and just maybe a stubborn CEO is to blame. Quite frankly, the metaverse simply hasn’t been the huge hit that Zuckerberg probably expected it to be.Sure, Millennials and Zoomers are open-minded about technology, but they don’t necessarily want to spend a lot of money on a special headset during this time of high inflation.Zuckerberg’s Apology Just Isn’t EnoughIt’s one thing to apologize; making meaningful changes is another matter entirely. Prospective investors should ask themselves: What specifically is Meta Platforms’ CEO doing to return the company to its former status and prosperity?Yes, Zuckerberg is laying off over 11,000 employees, or roughly 11% of Meta’s workforce. However, this is likely to decrease morale at the company and could reduce the quality of Meta Platforms’ customer service. Besides, some analysts doubt that the job cuts will have a substantial positive impact on Meta’s bottom line.Moreover, even while Meta Platforms is laying off so many workers, the company is still guiding for a whopping $34 billion to $37 billion in 2023capital expenditures.So, while Zuckerberg can say he’s “especially sorry” in a letter to Meta’s employees, this shouldn’t provide much comfort or confidence to the company’s laid-off workers – or to the shareholders, for that matter.What You Can Do NowIt’s been suggested, and rightly so, that Meta Platformshired too many people and is only now seriously considering retrenchment. While Zuckerberg’s job cuts are well-publicized, they may be a case of “too little, too late.”An apology letter simply won’t be enough to convince skeptical prospective investors. The question remains: Is Zuckerberg really prepared to cut back on his headlong foray into the metaverse?So far, there’s scant evidence that this is the case. Therefore, it’s just not the right time to invest in META stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":695,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107063207857540","authorId":"4107063207857540","name":"LuckyPiggie","avatar":"https://community-static.tradeup.com/news/33330ac1fe6d6c956e10045c870d6f46","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"4107063207857540","idStr":"4107063207857540"},"content":"or you work for Meta [LOL] [Chuckle]","text":"or you work for Meta [LOL] [Chuckle]","html":"or you work for Meta [LOL] [Chuckle]"}],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":323352731717680,"gmtCreate":1719974005316,"gmtModify":1720065002129,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576472032670521","authorIdStr":"3576472032670521"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/Y92.SI\">$ThaiBev(Y92.SI)$&nbsp;</a> Walao eh... simitaiji ah.... keep dropping and dropping... Got so jialat or not... wanna drop till when?&nbsp;","listText":"<a href=\"https://ttm.financial/S/Y92.SI\">$ThaiBev(Y92.SI)$&nbsp;</a> Walao eh... simitaiji ah.... keep dropping and dropping... Got so jialat or not... wanna drop till when?&nbsp;","text":"$ThaiBev(Y92.SI)$ Walao eh... simitaiji ah.... keep dropping and dropping... Got so jialat or not... wanna drop till when?","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":36,"commentSize":13,"repostSize":249,"link":"https://ttm.financial/post/323352731717680","isVote":1,"tweetType":1,"viewCount":8000,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583571359572641","authorId":"3583571359572641","name":"KienBoon","avatar":"https://community-static.tradeup.com/news/e7090d1e1d330d9f46f450df88abac91","crmLevel":7,"crmLevelSwitch":0,"idStr":"3583571359572641","authorIdStr":"3583571359572641"},"content":"what's up with this ThaiBev ? Is there any bad news ? Really lousy counter indeed despite STI positive.","text":"what's up with this ThaiBev ? Is there any bad news ? Really lousy counter indeed despite STI positive.","html":"what's up with this ThaiBev ? Is there any bad news ? Really lousy counter indeed despite STI positive."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921486655,"gmtCreate":1671112481978,"gmtModify":1676538492261,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576472032670521","authorIdStr":"3576472032670521"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>Don't catch the dropping parang toh especially when u can't see if it is near the bottom. My thought is gonna continue to free fall.&nbsp;Hmm I don't think will go lower than $90 though some said drop till $75.&nbsp;[Happy]&nbsp; Well don't understand what EM has got up in his brain, but he definitely need to tweet less.","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>Don't catch the dropping parang toh especially when u can't see if it is near the bottom. My thought is gonna continue to free fall.&nbsp;Hmm I don't think will go lower than $90 though some said drop till $75.&nbsp;[Happy]&nbsp; Well don't understand what EM has got up in his brain, but he definitely need to tweet less.","text":"$Tesla Motors(TSLA)$ Don't catch the dropping parang toh especially when u can't see if it is near the bottom. My thought is gonna continue to free fall. Hmm I don't think will go lower than $90 though some said drop till $75. [Happy] Well don't understand what EM has got up in his brain, but he definitely need to tweet less.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":46,"commentSize":46,"repostSize":0,"link":"https://ttm.financial/post/9921486655","isVote":1,"tweetType":1,"viewCount":2533,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107063207857540","authorId":"4107063207857540","name":"LuckyPiggie","avatar":"https://community-static.tradeup.com/news/33330ac1fe6d6c956e10045c870d6f46","crmLevel":6,"crmLevelSwitch":1,"idStr":"4107063207857540","authorIdStr":"4107063207857540"},"content":"hahha ... maybe he bought twitter just to catch the 19yr old boy that tracking him [LOL] [LOL] expensive game sia [Duh] ...","text":"hahha ... maybe he bought twitter just to catch the 19yr old boy that tracking him [LOL] [LOL] expensive game sia [Duh] ...","html":"hahha ... maybe he bought twitter just to catch the 19yr old boy that tracking him [LOL] [LOL] expensive game sia [Duh] ..."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351022842,"gmtCreate":1616547228986,"gmtModify":1704795469238,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576472032670521","authorIdStr":"3576472032670521"},"themes":[],"htmlText":"who needs like and comment today? ?","listText":"who needs like and comment today? ?","text":"who needs like and comment today? ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":16,"repostSize":0,"link":"https://ttm.financial/post/351022842","repostId":"1101903714","repostType":4,"isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568042901804000","authorId":"3568042901804000","name":"beankim","avatar":"https://static.tigerbbs.com/7e86bf0ae7dd84473464d6af842304eb","crmLevel":8,"crmLevelSwitch":1,"idStr":"3568042901804000","authorIdStr":"3568042901804000"},"content":"do u need anything?","text":"do u need anything?","html":"do u need anything?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350238703,"gmtCreate":1616209519502,"gmtModify":1704792203395,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576472032670521","authorIdStr":"3576472032670521"},"themes":[],"htmlText":"who needs like and comment today? ?","listText":"who needs like and comment today? ?","text":"who needs like and comment today? ?","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":16,"commentSize":13,"repostSize":0,"link":"https://ttm.financial/post/350238703","repostId":"1106180509","repostType":4,"repost":{"id":"1106180509","kind":"news","pubTimestamp":1616161534,"share":"https://ttm.financial/m/news/1106180509?lang=&edition=fundamental","pubTime":"2021-03-19 21:45","market":"us","language":"en","title":"Here Are The Stocks To Watch Ahead Of Today's Quad-Witch Gamma 'Unclenching'","url":"https://stock-news.laohu8.com/highlight/detail?id=1106180509","media":"zerohedge","summary":"Today's quad-witching options expirations are likely to remove even more potential stabilizing flows","content":"<p>Today's quad-witching options expirations are likely to remove even more potential stabilizing flows from US equity markets as roughly<b>25% of S&amp;P gamma rolls off, with 40% of QQQ and 50% of single stocks</b>. AsSpotGamma reminds us, the bulk of SPX gamma expires at 9:30AM EST, but that position is heavily outsized by SPY/QQQ which expires&nbsp; at the 4pm EST close. This gamma unclench and delta de-risk lower could<b>accelerate any downside moves in the markets</b>.</p><p><img src=\"https://static.tigerbbs.com/23bc9b6e77ee042a748f9e649cdbd3f1\" tg-width=\"500\" tg-height=\"375\" referrerpolicy=\"no-referrer\">SpotGammasays that the<b>S&amp;P must hold the 390/3900 critical flip line,</b>even though we see little in the way of S&amp;P put positions (and therefore negative S&amp;P500 gamma) below</p><p><img src=\"https://static.tigerbbs.com/cf6f304619aa55a563018f59085453b4\" tg-width=\"500\" tg-height=\"344\" referrerpolicy=\"no-referrer\">AsSpotGammaconcludes, said another way,<b>“buying the dip” is not advised if SPX breaks 3900.</b>However, the post-quad-witch picture is more optimistic because while the QQQ puts expiring today provide downside fuel, they will also be very sensitive to implied volatility and decay, and so<b>if there is a bounce at the open it could setup a decent QQQ rally into the 315-320 area as dealers quickly cover</b>their corresponding short hedges.</p><p>Into Monday these tech puts could provide a decent dealer short hedge (and therefore market tailwind) and reduce QQQ volatility next week. The lower QQQ closes the larger the dealer short will be that is tied to todays close. Therefore a lower close provides more “bounce fuel” into the start of next week.</p><p>Also brace for higher single stock volatility today due to the large amount of single stock options expiring today. As Goldman notes,<b>$655bn of options set to expire today, a record for non-January expiries and the third largest overall.</b>Today’s expiry could be important for stocks with large open interest in at-the-money (ATM) options; market makers delta-hedging their unusually large options portfolios will be active.</p><p><b>Here are the stocks where option activity could have big impact</b></p><p><img src=\"https://static.tigerbbs.com/2dd4934592756abdb35473d2ffcf21fb\" tg-width=\"500\" tg-height=\"718\" referrerpolicy=\"no-referrer\">Stocks where a large percentage of contracts, relative to their average daily volume traded, expire on Friday, potentially leading to “pinning”. However, if delta-hedgers are net short ATM options (have a “negative gamma” position), their hedging activity could exacerbate stock price moves. This ﬂow is likely to dampen volatility in some names while exacerbating stock price moves in others.</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>Here Are The Stocks To Watch Ahead Of Today's Quad-Witch Gamma 'Unclenching'</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\">\nHere Are The Stocks To Watch Ahead Of Today's Quad-Witch Gamma 'Unclenching'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 21:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/here-are-stocks-watch-ahead-todays-quad-witch-gamma-unclenching?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Today's quad-witching options expirations are likely to remove even more potential stabilizing flows from US equity markets as roughly25% of S&P gamma rolls off, with 40% of QQQ and 50% of single ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-are-stocks-watch-ahead-todays-quad-witch-gamma-unclenching?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.zerohedge.com/markets/here-are-stocks-watch-ahead-todays-quad-witch-gamma-unclenching?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106180509","content_text":"Today's quad-witching options expirations are likely to remove even more potential stabilizing flows from US equity markets as roughly25% of S&P gamma rolls off, with 40% of QQQ and 50% of single stocks. AsSpotGamma reminds us, the bulk of SPX gamma expires at 9:30AM EST, but that position is heavily outsized by SPY/QQQ which expires  at the 4pm EST close. This gamma unclench and delta de-risk lower couldaccelerate any downside moves in the markets.SpotGammasays that theS&P must hold the 390/3900 critical flip line,even though we see little in the way of S&P put positions (and therefore negative S&P500 gamma) belowAsSpotGammaconcludes, said another way,“buying the dip” is not advised if SPX breaks 3900.However, the post-quad-witch picture is more optimistic because while the QQQ puts expiring today provide downside fuel, they will also be very sensitive to implied volatility and decay, and soif there is a bounce at the open it could setup a decent QQQ rally into the 315-320 area as dealers quickly covertheir corresponding short hedges.Into Monday these tech puts could provide a decent dealer short hedge (and therefore market tailwind) and reduce QQQ volatility next week. The lower QQQ closes the larger the dealer short will be that is tied to todays close. Therefore a lower close provides more “bounce fuel” into the start of next week.Also brace for higher single stock volatility today due to the large amount of single stock options expiring today. As Goldman notes,$655bn of options set to expire today, a record for non-January expiries and the third largest overall.Today’s expiry could be important for stocks with large open interest in at-the-money (ATM) options; market makers delta-hedging their unusually large options portfolios will be active.Here are the stocks where option activity could have big impactStocks where a large percentage of contracts, relative to their average daily volume traded, expire on Friday, potentially leading to “pinning”. However, if delta-hedgers are net short ATM options (have a “negative gamma” position), their hedging activity could exacerbate stock price moves. This ﬂow is likely to dampen volatility in some names while exacerbating stock price moves in others.","news_type":1},"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574371072881465","authorId":"3574371072881465","name":"KarHingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3574371072881465","authorIdStr":"3574371072881465"},"content":"Need help on Reply This comment hAha ?","text":"Need help on Reply This comment hAha ?","html":"Need help on Reply This comment hAha ?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979029383,"gmtCreate":1685260645243,"gmtModify":1685260650888,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576472032670521","authorIdStr":"3576472032670521"},"themes":[],"htmlText":"Of course,&nbsp;it is not possible for every quarter, but now is just the beginning. If you don't ride the wave, then when?&nbsp;[Facepalm]&nbsp;[Facepalm]&nbsp; Writer must have short like many others&nbsp;and is losing big time now&nbsp;[LOL]&nbsp;[LOL]&nbsp;[LOL]&nbsp;","listText":"Of course,&nbsp;it is not possible for every quarter, but now is just the beginning. If you don't ride the wave, then when?&nbsp;[Facepalm]&nbsp;[Facepalm]&nbsp; Writer must have short like many others&nbsp;and is losing big time now&nbsp;[LOL]&nbsp;[LOL]&nbsp;[LOL]&nbsp;","text":"Of course, it is not possible for every quarter, but now is just the beginning. If you don't ride the wave, then when? [Facepalm] [Facepalm] Writer must have short like many others and is losing big time now [LOL] [LOL] [LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979029383","repostId":"2338634435","repostType":2,"isVote":1,"tweetType":1,"viewCount":908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153673492,"gmtCreate":1625024461516,"gmtModify":1703850393408,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576472032670521","authorIdStr":"3576472032670521"},"themes":[],"htmlText":"Important is it&nbsp;sustainable?&nbsp;Well,&nbsp;looks like it is","listText":"Important is it&nbsp;sustainable?&nbsp;Well,&nbsp;looks like it is","text":"Important is it sustainable? Well, looks like it is","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":10,"repostSize":0,"link":"https://ttm.financial/post/153673492","repostId":"1122418477","repostType":4,"repost":{"id":"1122418477","kind":"news","pubTimestamp":1625008161,"share":"https://ttm.financial/m/news/1122418477?lang=&edition=fundamental","pubTime":"2021-06-30 07:09","market":"us","language":"en","title":"Tech stocks propel S&P 500, Nasdaq to fresh highs","url":"https://stock-news.laohu8.com/highlight/detail?id=1122418477","media":"CNBC","summary":"The S&P 500 notched another record high on Tuesday amid bullish economic data but retreated toward the flat line later in the session as Wall Street continued its recent period of low volatility.The broad market index ticked up less than 0.1% to 4,291.80, good enough for its fourth-straight record close. The Dow Jones Industrial Average finished with a gain of about 9 points after being up more than 100 points earlier in the session, closing at 34,292.29. The tech-heavy Nasdaq Composite added ab","content":"<div>\n<p>The S&P 500 notched another record high on Tuesday amid bullish economic data but retreated toward the flat line later in the session as Wall Street continued its recent period of low volatility.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tech stocks propel S&P 500, Nasdaq to fresh highs</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\">\nTech stocks propel S&P 500, Nasdaq to fresh highs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 07:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/28/stock-market-futures-open-to-close-news.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 notched another record high on Tuesday amid bullish economic data but retreated toward the flat line later in the session as Wall Street continued its recent period of low volatility.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","AMD":"美国超微公司","SWKS":"思佳讯",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.cnbc.com/2021/06/28/stock-market-futures-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1122418477","content_text":"The S&P 500 notched another record high on Tuesday amid bullish economic data but retreated toward the flat line later in the session as Wall Street continued its recent period of low volatility.\nThe broad market index ticked up less than 0.1% to 4,291.80, good enough for its fourth-straight record close. The Dow Jones Industrial Average finished with a gain of about 9 points after being up more than 100 points earlier in the session, closing at 34,292.29. The tech-heavy Nasdaq Composite added about 0.2% for its own record of 14,528.33.\nHomebuilder stocks moved higher after S&P Case-Shiller saidhome prices rose more than 14% in Aprilcompared to the prior year. Five U.S. cities, including Seattle, saw their largest annual increase on record. Shares of PulteGroup rose 2%.\nSemiconductor stocks gained strength later in the session, with Skyworks and Advanced Micro Devices climbing 4.5% and 2.8%, respectively. General Electric boosted the industrials sector, rising over 1% afterGoldman Sachs named the stock a top idea.\nThe market has churned out a series of record highs in recent weeks, but the gains have been relatively modest and some strategists have pointed to weak market breadth, measured by the performance of the average stock and the number of individual names making new highs, as a potential area of concern.\nOn Tuesday, there were slightly more declining stocks in the S&P 500 than those that rose during the session.\nHowever, the diminished breadth and volatility could simply be a natural pause during the summer months ahead of the busy earnings season in July, said Bill McMahon, the chief investment officer for active equity strategies at Charles Schwab Investment Management.\n\"I think people are in a little bit of a wait-and-see mode, so it's not surprising to see volatility decline and breadth worsen a tad,\" McMahon said, adding that concern about the spreading Delta variant of Covid-19 could also be weighing on stocks.\nShares of Morgan Stanley jumped more than 3% after the bank said it willdouble its quarterly dividend. The bank also announced a $12 billion stock buyback program. The announcement follows last week's stress tests by the Federal Reserve, which all 23 major banks passed. However, some other bank stocks gave up early gains and weighed on the broader indexes despite increasing their own payout plans.\nThe Conference Board's consumer confidence reading for June came in higher than expected, adding to the bullish readings about the economic recovery.\nWith the market entering the final trading days of June and the second quarter, the S&P 500 is on track to register its fifth straight month of gains. The Nasdaq is pacing for its seventh positive month in the last eight. The Dow, however, is in the red for the month, and on track to snap a four-month winning streak.\nSo far in 2021, the S&P 500 has added 14%, while the Nasdaq has added more than 12% with the Dow close behind.\nJPMorgan quantitative strategist Dubravkos Lakos-Bujas said on CNBC's \"Squawk Box\" that the market appeared to have near-term upside.\n\"The growth policy backdrop in our opinion still remains supportive for risk assets in general, certainly including equities. At the same time, the positioning is not really stretched to where we are in a problematic territory. So we do think there is still a runway. ... The summer period, the next two months, is where I think the market continues to break out,\" the strategist said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"idStr":"3576472032670521","authorIdStr":"3576472032670521"},"content":"There are still rooms to go up in my opinion ?","text":"There are still rooms to go up in my opinion ?","html":"There are still rooms to go up in my opinion ?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":330750245163104,"gmtCreate":1721755482899,"gmtModify":1721755486923,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576472032670521","authorIdStr":"3576472032670521"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$&nbsp;</a>&nbsp; What happened to this Disney? Why LS so jialat? Haizzz","listText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$&nbsp;</a>&nbsp; What happened to this Disney? Why LS so jialat? Haizzz","text":"$Walt Disney(DIS)$ What happened to this Disney? Why LS so jialat? Haizzz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/330750245163104","isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897649354,"gmtCreate":1628916023878,"gmtModify":1676529893260,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576472032670521","authorIdStr":"3576472032670521"},"themes":[],"htmlText":"A transaction consist of sell and buy.&nbsp;When&nbsp;you are the one&nbsp;selling out of fear, think…. Who are those accumulating?So before you let your&nbsp;fear run over you, think again… will <a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>continue tostay profitable?","listText":"A transaction consist of sell and buy.&nbsp;When&nbsp;you are the one&nbsp;selling out of fear, think…. Who are those accumulating?So before you let your&nbsp;fear run over you, think again… will <a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>continue tostay profitable?","text":"A transaction consist of sell and buy. When you are the one selling out of fear, think…. Who are those accumulating?So before you let your fear run over you, think again… will $Alibaba(BABA)$continue tostay profitable?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":9,"repostSize":0,"link":"https://ttm.financial/post/897649354","repostId":"1173847412","repostType":4,"repost":{"id":"1173847412","kind":"news","pubTimestamp":1628905097,"share":"https://ttm.financial/m/news/1173847412?lang=&edition=fundamental","pubTime":"2021-08-14 09:38","market":"us","language":"en","title":"If you’re nervous about the stock market at record highs, consider these five companies that are loved by the smart money","url":"https://stock-news.laohu8.com/highlight/detail?id=1173847412","media":"MarketWatch","summary":"Company insiders and professional investors are buying shares of Alibaba, Chegg and Activision Blizzard, among others. The stock market is near all-time highs, but train-wreck season lies just around the corner.I say hold on, and indeed consider any of the five companies below because they are “smart money” favorites. But first, big picture, here are three reasons to stay the course.The smart money signal: Director Peter Nolan just bought $2 million worth at $80-$82.28 a share. He’s a good insid","content":"<p>Company insiders and professional investors are buying shares of Alibaba, Chegg and Activision Blizzard, among others</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a750143fbfb2e7d732bb3dcc80114d61\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"><span>(Photo by Chung Sung-Jun/Getty Images)</span></p>\n<p>The stock market is near all-time highs, but train-wreck season lies just around the corner.</p>\n<p>Should you sell? After all, the S&amp;P 500,Nasdaq&nbsp;and Dow Jones Industrial Average&nbsp;often hit a rough patch in September and October.</p>\n<p>I say hold on, and indeed consider any of the five companies below because they are “smart money” favorites. But first, big picture, here are three reasons to stay the course.</p>\n<p>1. There’s no guarantee that the seasonal weakness will repeat. Besides, the ability to time market turns is tough.</p>\n<p>2. Fears about the delta variant of Covid are overblown. More people are getting vaccinated, and most of them won’t suffer severe symptoms if infected, say market strategists at T. Rowe Price.</p>\n<p>3. There’s a lot of embedded demand in the economy and it will sustain growth, says Leuthold Group strategist Jim Paulsen.</p>\n<p>On the consumer front (most of the economy): Personal savings at a record high, durable goods purchases are near a 50-year low, and new household formation is at a record high. People buy stuff to fill new homes. Next, the economy has plenty of room to grow given the elevated jobless rate and big excess lending capacity at banks.</p>\n<p><b>Five smart money stocks</b></p>\n<p>At my stock letter Brush Up on Stocks, I favor stocks that corporate insiders like. But not just&nbsp;<i>any</i>&nbsp;insiders. I go for stocks picked up by insiders with&nbsp;<i>great</i>&nbsp;records. Here are two, trading near where insiders just bought.</p>\n<p><b>Activision Blizzard</b></p>\n<p>This is the company behind the most popular and addictive online games — like Call of Duty, World of Warcraft, Diablo, Overwatch and Candy Crush.<b>Activision Blizzard</b>&nbsp;makes money via game sales and subscriptions, by selling in-game content and ads. It has around 408 million regular users.</p>\n<p>Besides winning over new fans, the company regularly launches new games and expands existing franchises — most recently with World of Warcraft: The Burning Crusade, in June. This addition marks “the start of what is intended to be a very significant 18-month period for content releases,” says the company. Sales grew 19% to $2.30 billion in the second quarter, and operating margins are rich at 42%.</p>\n<p>One risk is that fallout from allegations of sexual misconduct and&nbsp;a related lawsuit by the California Department of Fair Employment and Housing will “make it difficult for the firm to attract and retain top talent in a very competitive industry,” says&nbsp;Morningstar analyst Neil Macker.</p>\n<p><b>The smart money signal</b>: Director Peter Nolan just bought $2 million worth at $80-$82.28 a share. He’s a good insider to follow because he bought $4.3 million in March 2019 at $43 and the stock is now almost a double. Also, in my system of insider analysis, repeat buying on strength (as opposed to profit taking) is bullish. He also bought at $3.70 back in 2004.</p>\n<p><b>B. Riley Financial</b></p>\n<p>I introduced this name in my stock letter in March 2018 at $20 and reiterated it over a dozen times into strength after that. It now trades for over $65. Despite the hefty gains, I think&nbsp;<b>B. Riley Financia</b>&nbsp;is still a hold, and a buy for anyone who does not own.</p>\n<p>This is a Los Angeles-based investment bank that also manages money and does stock research. It specializes in small- and mid-cap stocks. B. Riley Financial is a good proxy for the overall market and the U.S. economy, given its banking and market-related businesses. This will be a plus, as economic growth holds up. It also continues to expand via acquisitions.&nbsp;Revenue grew 26% in the second quarter to $336.8 million, in part because of an acquisition. It pays a 2.9% dividend yield.</p>\n<p><b>The smart money signal</b>: CEO Bryant Riley purchased $3.4 million worth of stock at $63 to $68 in early June and August. He has a long record of buying over $22 million worth of stock in the $8 to $48 range since 2014, including $6.6 million in purchases near the start of this year at $46 to $48.71 (already up over 40%).</p>\n<p><b>Alibaba Group</b></p>\n<p>If you like to buy quality companies whose stocks are beaten down by a host of problems, then Chinese consumer platform&nbsp;<b>Alibaba Group</b>&nbsp;may be for you.</p>\n<p>Its shares are down 40% since October because of rising U.S.-China tensions, some weakness in its core consumer business, the possible loss of tax breaks in China, and allegations of sexual assault inside the company.</p>\n<p>These are serious issues, but this is also a company with serious potential. Over one billion consumers use its marketplaces, including 891 million in China and 240 million abroad. Organic sales growth is 32%. It’s in the early stages of rolling out its AliCloud cloud computing business, which could be the next big growth driver.</p>\n<p><b>The smart money signal</b>: This company is singled out by Albert Meyer of Bastiat Capital, which has posted 22% annualized growth over the past five years compared to 17.7% for the S&amp;P 500.</p>\n<p><b>An attractive spinoff</b></p>\n<p>One tactic that works fairly consistently in investing is buying spinoffs. Companies don’t like to burn shareholders, so they tend to do spinoffs at a discount, as a kind of “gift.” Money managers who get spun-off shares often dump them anyway, because the new company does not fit their mandate.</p>\n<p>A good spinoff to consider right now is&nbsp;<b>Organon</b>,a mid-size pharma company. It was jettisoned from Merck&nbsp;in May. Organon just bounced 12% on Aug. 12 after it posted a solid quarter, but it still trades below the spinoff price of around $38. At this level, the stock looks attractively cheap, trading near five times 2021 earnings.</p>\n<p>Of course, Organon is cheap because it has issues. The chief one is the looming patent cliff on many of its products. Its Nexplanon birth control rolls off patent during 2025-2027, and that’s 11% of sales.</p>\n<p>But this might not be such a threat. “There is a strong possibility that it can extend its patent to as late as 2030,” says Bruce Kaser, a value investor who is the editor of the Cabot Turnaround Letter. Nexplanon is a rod implanted under the skin, so women may be reluctant to go with a discount version. Another problem: Organon sells into China, where the government is cutting the prices of its products. But the worst of the damage may be over.</p>\n<p>On the upside, Organon plans to regularly launch new products. And the company has $1.3 billion in annual free cash flow supporting a dividend yield of 3.3%.</p>\n<p><b>The smart money signal</b>: Organon was recently suggested in the Cabot Turnaround Letter, which has a good record. Its portfolio is up 135.8% in the past 12 months, compared with 36.5% for S&amp;P 500.</p>\n<p><b>An education play</b></p>\n<p>If universities have allowed their participation in the culture wars to distract them from the core mission of basic education,<b>Chegg</b>&nbsp;is there to pick up the slack.</p>\n<p>This online education company helps college and high school students master their math and writing skills. The company also helps students save on expensive text books by offering rentals and e-textbook versions.</p>\n<p>While online education has a black eye, Chegg is the exception. Last year student subscriptions jumped 67% to 6.6 million from a year earlier. Sales grew 30% in the quarter, and the company guided to 28% sales growth for this year, to $805 million to $815 million.</p>\n<p>“Online learning had a bad reputation for overcharging, while success rates were minimal,” says money manager Kevin Landis. “But Chegg is different.”</p>\n<p>He likes the robust growth in the U.S. and the big potential for international growth, particularly in Asia.</p>\n<p><b>The smart money signal</b>: Landis’ Firsthand Technology Opportunities&nbsp;beats its Morningstar technology fund category by eight percentage points annualized over the past five years. Chegg is the second-largest position, at 8% of the portfolio. Chegg is the sixth-biggest holding of the Alger Weatherbie Specialized Growth Fund,which beats its mid-cap growth category by 5.7 percentage points annualized over the past five years.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If you’re nervous about the stock market at record highs, consider these five companies that are loved by the smart money</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIf you’re nervous about the stock market at record highs, consider these five companies that are loved by the smart money\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-14 09:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/if-youre-nervous-about-the-stock-market-at-record-highs-consider-these-five-companies-that-are-loved-by-the-smart-money-11628865442?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Company insiders and professional investors are buying shares of Alibaba, Chegg and Activision Blizzard, among others\n(Photo by Chung Sung-Jun/Getty Images)\nThe stock market is near all-time highs, ...</p>\n\n<a href=\"https://www.marketwatch.com/story/if-youre-nervous-about-the-stock-market-at-record-highs-consider-these-five-companies-that-are-loved-by-the-smart-money-11628865442?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","OGN":"Organon & Co","CHGG":"Chegg Inc","ATVI":"动视暴雪","RILY":"B. Riley Financial, Inc."},"source_url":"https://www.marketwatch.com/story/if-youre-nervous-about-the-stock-market-at-record-highs-consider-these-five-companies-that-are-loved-by-the-smart-money-11628865442?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173847412","content_text":"Company insiders and professional investors are buying shares of Alibaba, Chegg and Activision Blizzard, among others\n(Photo by Chung Sung-Jun/Getty Images)\nThe stock market is near all-time highs, but train-wreck season lies just around the corner.\nShould you sell? After all, the S&P 500,Nasdaq and Dow Jones Industrial Average often hit a rough patch in September and October.\nI say hold on, and indeed consider any of the five companies below because they are “smart money” favorites. But first, big picture, here are three reasons to stay the course.\n1. There’s no guarantee that the seasonal weakness will repeat. Besides, the ability to time market turns is tough.\n2. Fears about the delta variant of Covid are overblown. More people are getting vaccinated, and most of them won’t suffer severe symptoms if infected, say market strategists at T. Rowe Price.\n3. There’s a lot of embedded demand in the economy and it will sustain growth, says Leuthold Group strategist Jim Paulsen.\nOn the consumer front (most of the economy): Personal savings at a record high, durable goods purchases are near a 50-year low, and new household formation is at a record high. People buy stuff to fill new homes. Next, the economy has plenty of room to grow given the elevated jobless rate and big excess lending capacity at banks.\nFive smart money stocks\nAt my stock letter Brush Up on Stocks, I favor stocks that corporate insiders like. But not just any insiders. I go for stocks picked up by insiders with great records. Here are two, trading near where insiders just bought.\nActivision Blizzard\nThis is the company behind the most popular and addictive online games — like Call of Duty, World of Warcraft, Diablo, Overwatch and Candy Crush.Activision Blizzard makes money via game sales and subscriptions, by selling in-game content and ads. It has around 408 million regular users.\nBesides winning over new fans, the company regularly launches new games and expands existing franchises — most recently with World of Warcraft: The Burning Crusade, in June. This addition marks “the start of what is intended to be a very significant 18-month period for content releases,” says the company. Sales grew 19% to $2.30 billion in the second quarter, and operating margins are rich at 42%.\nOne risk is that fallout from allegations of sexual misconduct and a related lawsuit by the California Department of Fair Employment and Housing will “make it difficult for the firm to attract and retain top talent in a very competitive industry,” says Morningstar analyst Neil Macker.\nThe smart money signal: Director Peter Nolan just bought $2 million worth at $80-$82.28 a share. He’s a good insider to follow because he bought $4.3 million in March 2019 at $43 and the stock is now almost a double. Also, in my system of insider analysis, repeat buying on strength (as opposed to profit taking) is bullish. He also bought at $3.70 back in 2004.\nB. Riley Financial\nI introduced this name in my stock letter in March 2018 at $20 and reiterated it over a dozen times into strength after that. It now trades for over $65. Despite the hefty gains, I think B. Riley Financia is still a hold, and a buy for anyone who does not own.\nThis is a Los Angeles-based investment bank that also manages money and does stock research. It specializes in small- and mid-cap stocks. B. Riley Financial is a good proxy for the overall market and the U.S. economy, given its banking and market-related businesses. This will be a plus, as economic growth holds up. It also continues to expand via acquisitions. Revenue grew 26% in the second quarter to $336.8 million, in part because of an acquisition. It pays a 2.9% dividend yield.\nThe smart money signal: CEO Bryant Riley purchased $3.4 million worth of stock at $63 to $68 in early June and August. He has a long record of buying over $22 million worth of stock in the $8 to $48 range since 2014, including $6.6 million in purchases near the start of this year at $46 to $48.71 (already up over 40%).\nAlibaba Group\nIf you like to buy quality companies whose stocks are beaten down by a host of problems, then Chinese consumer platform Alibaba Group may be for you.\nIts shares are down 40% since October because of rising U.S.-China tensions, some weakness in its core consumer business, the possible loss of tax breaks in China, and allegations of sexual assault inside the company.\nThese are serious issues, but this is also a company with serious potential. Over one billion consumers use its marketplaces, including 891 million in China and 240 million abroad. Organic sales growth is 32%. It’s in the early stages of rolling out its AliCloud cloud computing business, which could be the next big growth driver.\nThe smart money signal: This company is singled out by Albert Meyer of Bastiat Capital, which has posted 22% annualized growth over the past five years compared to 17.7% for the S&P 500.\nAn attractive spinoff\nOne tactic that works fairly consistently in investing is buying spinoffs. Companies don’t like to burn shareholders, so they tend to do spinoffs at a discount, as a kind of “gift.” Money managers who get spun-off shares often dump them anyway, because the new company does not fit their mandate.\nA good spinoff to consider right now is Organon,a mid-size pharma company. It was jettisoned from Merck in May. Organon just bounced 12% on Aug. 12 after it posted a solid quarter, but it still trades below the spinoff price of around $38. At this level, the stock looks attractively cheap, trading near five times 2021 earnings.\nOf course, Organon is cheap because it has issues. The chief one is the looming patent cliff on many of its products. Its Nexplanon birth control rolls off patent during 2025-2027, and that’s 11% of sales.\nBut this might not be such a threat. “There is a strong possibility that it can extend its patent to as late as 2030,” says Bruce Kaser, a value investor who is the editor of the Cabot Turnaround Letter. Nexplanon is a rod implanted under the skin, so women may be reluctant to go with a discount version. Another problem: Organon sells into China, where the government is cutting the prices of its products. But the worst of the damage may be over.\nOn the upside, Organon plans to regularly launch new products. And the company has $1.3 billion in annual free cash flow supporting a dividend yield of 3.3%.\nThe smart money signal: Organon was recently suggested in the Cabot Turnaround Letter, which has a good record. Its portfolio is up 135.8% in the past 12 months, compared with 36.5% for S&P 500.\nAn education play\nIf universities have allowed their participation in the culture wars to distract them from the core mission of basic education,Chegg is there to pick up the slack.\nThis online education company helps college and high school students master their math and writing skills. The company also helps students save on expensive text books by offering rentals and e-textbook versions.\nWhile online education has a black eye, Chegg is the exception. Last year student subscriptions jumped 67% to 6.6 million from a year earlier. Sales grew 30% in the quarter, and the company guided to 28% sales growth for this year, to $805 million to $815 million.\n“Online learning had a bad reputation for overcharging, while success rates were minimal,” says money manager Kevin Landis. “But Chegg is different.”\nHe likes the robust growth in the U.S. and the big potential for international growth, particularly in Asia.\nThe smart money signal: Landis’ Firsthand Technology Opportunities beats its Morningstar technology fund category by eight percentage points annualized over the past five years. Chegg is the second-largest position, at 8% of the portfolio. Chegg is the sixth-biggest holding of the Alger Weatherbie Specialized Growth Fund,which beats its mid-cap growth category by 5.7 percentage points annualized over the past five years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":679,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000211","authorId":"9000000000000211","name":"咪咕蜡","avatar":"https://static.tigerbbs.com/075bc3e15bde527a282c42a96ff35a51","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000211","authorIdStr":"9000000000000211"},"content":"Rational people will not reduce their holdings of Ali unless they are short-term players","text":"Rational people will not reduce their holdings of Ali unless they are short-term players","html":"Rational people will not reduce their holdings of Ali unless they are short-term players"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345585789,"gmtCreate":1618323785141,"gmtModify":1704709195891,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576472032670521","authorIdStr":"3576472032670521"},"themes":[],"htmlText":"anyone needs like and comment today? ?","listText":"anyone needs like and comment today? ?","text":"anyone needs like and comment today? ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":8,"repostSize":0,"link":"https://ttm.financial/post/345585789","repostId":"1182178880","repostType":4,"repost":{"id":"1182178880","kind":"news","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":1618322441,"share":"https://ttm.financial/m/news/1182178880?lang=&edition=fundamental","pubTime":"2021-04-13 22:00","market":"us","language":"en","title":"Nvidia rose to $624.88, reached record high","url":"https://stock-news.laohu8.com/highlight/detail?id=1182178880","media":"Tiger Newspress","summary":"(April 13) Nvidia rose to $624.88, reached record high.Graphics-chip giant Nvidia Corp. is increasin","content":"<p>(April 13)&nbsp;Nvidia rose to $624.88, reached record high.</p><p><img src=\"https://static.tigerbbs.com/58cdb5564725e7ef7bbad787f20a4caf\" tg-width=\"659\" tg-height=\"564\" referrerpolicy=\"no-referrer\"></p><p>Graphics-chip giant&nbsp;Nvidia&nbsp;Corp.&nbsp;is increasing the competitive pressure on&nbsp;Intel&nbsp;Corp.with plans to start selling central-processing units to serve the booming data-center market.</p><p>Nvidia said Monday its first processor for data centers would operate 10 times faster than existing chips. Dubbed Grace, after the famed computer scientist Grace Hopper, the chip is based on technology developed by Arm Ltd., a U.K. chip designer that Nvidia is in the process of&nbsp;buying for around $40 billion.</p><p>The new chip puts Santa Clara, Calif.-based Nvidia, known for its speedy processors that power videogaming hardware, squarely in competition with Intel, which dominates the global market in supplying chips to data centers, according to Mercury Research. Advanced Micro Devices Inc. is a distant second in chips for data centers.</p><p>Nvidia last year overtook Intel as the&nbsp;largest chip maker by market value. Its stock has soared in part because of Chief Executive Jensen Huang’s bet on some of the hottest fields in tech, videogaming and artificial intelligence.</p><p>The company said that the Grace chip aims to be able to handle a targeted segment of computing where processors need to analyze vast sets of data quickly, a process that requires fast computing performance and massive memory. It can be used for such tasks as language processing and artificial intelligence.</p><p>Intel last week launched its latest generation data-center chip that the company said provides faster processing and provides improved features for AI calculations.</p><p></p><p><img src=\"https://static.tigerbbs.com/711e4e75c34bd7570d90abb680b8068c\" tg-width=\"973\" tg-height=\"698\" referrerpolicy=\"no-referrer\"></p><p></p><p></p><p>“Leading-edge AI and data science are pushing today’s computer architecture beyond its limits—processing unthinkable amounts of data,” Mr. Huang said in a statement.</p><p>Nvidia and AMD in recent years&nbsp;have been chipping awayat Intel’s dominance and building up through major acquisitions, which can help with rising development costs and desires by customers for a more diverse set of chips. Intel’s new CEO Pat Gelsinger last month&nbsp;unveiled a far-reaching plan&nbsp;to revive the company’s fortunes, including $20 billion in chip-plant investments and a move into becoming a bigger contract chip maker serving others.</p><p>AMD is&nbsp;in the process of buying&nbsp;San Diego, Calif.-based chip makerXilinxInc.for $35 billion.</p><p>Meanwhile, Nvidia is&nbsp;working to get regulators to sign off&nbsp;on the deal reached to acquire Arm from&nbsp;SoftBank Group&nbsp;Corp.The company has said it has engaged regulators in the U.S., U.K. European Union and China among other jurisdictions, and that it expects the deal to close in the first quarter of 2022.</p><p>Mr. Huang said Monday that Nvidia was also looking to bring Arm-based products into new markets such as cloud-computing and autonomous systems. Grace, which Nvidia said would be available in early 2023, was among a series of announcements made as part of a company event.</p><p>It also said that Grace would power supercomputers that the Swiss National Supercomputing Centre and U.S. Department of Energy’s Los Alamos National Laboratory have committed to build.</p><p>Nvidia stock rose $32.36, or 5.6% to $608.36 in Monday trading, as the company also said that first-quarter revenue was tracking above its prior guidance of $5.3 billion. Meanwhile Intel shares fell $2.86, or 4.2% to $65.41 and AMD retreated $4,18, or 5.1%, to $78.58.</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>Nvidia rose to $624.88, reached record high</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 rose to $624.88, reached record high\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\">2021-04-13 22:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(April 13)&nbsp;Nvidia rose to $624.88, reached record high.</p><p><img src=\"https://static.tigerbbs.com/58cdb5564725e7ef7bbad787f20a4caf\" tg-width=\"659\" tg-height=\"564\" referrerpolicy=\"no-referrer\"></p><p>Graphics-chip giant&nbsp;Nvidia&nbsp;Corp.&nbsp;is increasing the competitive pressure on&nbsp;Intel&nbsp;Corp.with plans to start selling central-processing units to serve the booming data-center market.</p><p>Nvidia said Monday its first processor for data centers would operate 10 times faster than existing chips. Dubbed Grace, after the famed computer scientist Grace Hopper, the chip is based on technology developed by Arm Ltd., a U.K. chip designer that Nvidia is in the process of&nbsp;buying for around $40 billion.</p><p>The new chip puts Santa Clara, Calif.-based Nvidia, known for its speedy processors that power videogaming hardware, squarely in competition with Intel, which dominates the global market in supplying chips to data centers, according to Mercury Research. Advanced Micro Devices Inc. is a distant second in chips for data centers.</p><p>Nvidia last year overtook Intel as the&nbsp;largest chip maker by market value. Its stock has soared in part because of Chief Executive Jensen Huang’s bet on some of the hottest fields in tech, videogaming and artificial intelligence.</p><p>The company said that the Grace chip aims to be able to handle a targeted segment of computing where processors need to analyze vast sets of data quickly, a process that requires fast computing performance and massive memory. It can be used for such tasks as language processing and artificial intelligence.</p><p>Intel last week launched its latest generation data-center chip that the company said provides faster processing and provides improved features for AI calculations.</p><p></p><p><img src=\"https://static.tigerbbs.com/711e4e75c34bd7570d90abb680b8068c\" tg-width=\"973\" tg-height=\"698\" referrerpolicy=\"no-referrer\"></p><p></p><p></p><p>“Leading-edge AI and data science are pushing today’s computer architecture beyond its limits—processing unthinkable amounts of data,” Mr. Huang said in a statement.</p><p>Nvidia and AMD in recent years&nbsp;have been chipping awayat Intel’s dominance and building up through major acquisitions, which can help with rising development costs and desires by customers for a more diverse set of chips. Intel’s new CEO Pat Gelsinger last month&nbsp;unveiled a far-reaching plan&nbsp;to revive the company’s fortunes, including $20 billion in chip-plant investments and a move into becoming a bigger contract chip maker serving others.</p><p>AMD is&nbsp;in the process of buying&nbsp;San Diego, Calif.-based chip makerXilinxInc.for $35 billion.</p><p>Meanwhile, Nvidia is&nbsp;working to get regulators to sign off&nbsp;on the deal reached to acquire Arm from&nbsp;SoftBank Group&nbsp;Corp.The company has said it has engaged regulators in the U.S., U.K. European Union and China among other jurisdictions, and that it expects the deal to close in the first quarter of 2022.</p><p>Mr. Huang said Monday that Nvidia was also looking to bring Arm-based products into new markets such as cloud-computing and autonomous systems. Grace, which Nvidia said would be available in early 2023, was among a series of announcements made as part of a company event.</p><p>It also said that Grace would power supercomputers that the Swiss National Supercomputing Centre and U.S. Department of Energy’s Los Alamos National Laboratory have committed to build.</p><p>Nvidia stock rose $32.36, or 5.6% to $608.36 in Monday trading, as the company also said that first-quarter revenue was tracking above its prior guidance of $5.3 billion. Meanwhile Intel shares fell $2.86, or 4.2% to $65.41 and AMD retreated $4,18, or 5.1%, to $78.58.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182178880","content_text":"(April 13) Nvidia rose to $624.88, reached record high.Graphics-chip giant Nvidia Corp. is increasing the competitive pressure on Intel Corp.with plans to start selling central-processing units to serve the booming data-center market.Nvidia said Monday its first processor for data centers would operate 10 times faster than existing chips. Dubbed Grace, after the famed computer scientist Grace Hopper, the chip is based on technology developed by Arm Ltd., a U.K. chip designer that Nvidia is in the process of buying for around $40 billion.The new chip puts Santa Clara, Calif.-based Nvidia, known for its speedy processors that power videogaming hardware, squarely in competition with Intel, which dominates the global market in supplying chips to data centers, according to Mercury Research. Advanced Micro Devices Inc. is a distant second in chips for data centers.Nvidia last year overtook Intel as the largest chip maker by market value. Its stock has soared in part because of Chief Executive Jensen Huang’s bet on some of the hottest fields in tech, videogaming and artificial intelligence.The company said that the Grace chip aims to be able to handle a targeted segment of computing where processors need to analyze vast sets of data quickly, a process that requires fast computing performance and massive memory. It can be used for such tasks as language processing and artificial intelligence.Intel last week launched its latest generation data-center chip that the company said provides faster processing and provides improved features for AI calculations.“Leading-edge AI and data science are pushing today’s computer architecture beyond its limits—processing unthinkable amounts of data,” Mr. Huang said in a statement.Nvidia and AMD in recent years have been chipping awayat Intel’s dominance and building up through major acquisitions, which can help with rising development costs and desires by customers for a more diverse set of chips. Intel’s new CEO Pat Gelsinger last month unveiled a far-reaching plan to revive the company’s fortunes, including $20 billion in chip-plant investments and a move into becoming a bigger contract chip maker serving others.AMD is in the process of buying San Diego, Calif.-based chip makerXilinxInc.for $35 billion.Meanwhile, Nvidia is working to get regulators to sign off on the deal reached to acquire Arm from SoftBank Group Corp.The company has said it has engaged regulators in the U.S., U.K. European Union and China among other jurisdictions, and that it expects the deal to close in the first quarter of 2022.Mr. Huang said Monday that Nvidia was also looking to bring Arm-based products into new markets such as cloud-computing and autonomous systems. Grace, which Nvidia said would be available in early 2023, was among a series of announcements made as part of a company event.It also said that Grace would power supercomputers that the Swiss National Supercomputing Centre and U.S. Department of Energy’s Los Alamos National Laboratory have committed to build.Nvidia stock rose $32.36, or 5.6% to $608.36 in Monday trading, as the company also said that first-quarter revenue was tracking above its prior guidance of $5.3 billion. Meanwhile Intel shares fell $2.86, or 4.2% to $65.41 and AMD retreated $4,18, or 5.1%, to $78.58.","news_type":1},"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980397237,"gmtCreate":1665645351829,"gmtModify":1676537641917,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576472032670521","authorIdStr":"3576472032670521"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a><v-v data-views=\"1\"></v-v>About time to rebound a little&nbsp;","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a><v-v data-views=\"1\"></v-v>About time to rebound a little&nbsp;","text":"$SPDR S&P 500 ETF Trust(SPY)$About time to rebound a little","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":11,"repostSize":0,"link":"https://ttm.financial/post/9980397237","isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107063207857540","authorId":"4107063207857540","name":"LuckyPiggie","avatar":"https://community-static.tradeup.com/news/33330ac1fe6d6c956e10045c870d6f46","crmLevel":6,"crmLevelSwitch":1,"idStr":"4107063207857540","authorIdStr":"4107063207857540"},"content":"sadly i no buy last nite [Cry]","text":"sadly i no buy last nite [Cry]","html":"sadly i no buy last nite [Cry]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912021551,"gmtCreate":1664711609774,"gmtModify":1676537497223,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576472032670521","authorIdStr":"3576472032670521"},"themes":[],"htmlText":"Price too attractive, already bought some. Hope to see it goes up these 2 weeks","listText":"Price too attractive, already bought some. Hope to see it goes up these 2 weeks","text":"Price too attractive, already bought some. Hope to see it goes up these 2 weeks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9912021551","repostId":"1157459217","repostType":4,"repost":{"id":"1157459217","kind":"news","pubTimestamp":1664676789,"share":"https://ttm.financial/m/news/1157459217?lang=&edition=fundamental","pubTime":"2022-10-02 10:13","market":"hk","language":"en","title":"Alibaba Stock: Attractive Valuation Despite Mid-Term Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=1157459217","media":"TipRanks","summary":"Over the mid term,Alibaba’s share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s forecast for adj EPS in FY2024 has been cut by 4%, yet the share price has dropped by 34%.Moving forward, how can this be corrected?","content":"<div>\n<p>Over the mid term, Alibaba’s (BABA)share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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 Stock: Attractive Valuation Despite Mid-Term Headwinds</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 Stock: Attractive Valuation Despite Mid-Term Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-02 10:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Over the mid term, Alibaba’s (BABA)share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157459217","content_text":"Over the mid term, Alibaba’s (BABA)share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s forecast for adj EPS in FY2024 has been cut by 4%, yet the share price has dropped by 34%.Moving forward, how can this be corrected? J.P. Morgan’sAlex Yao has an idea. The analyst believes “sentiment-driven fund flow is the current key share price driver and revenue recovery is the key determinant of market sentiment.”That is a bit of problem, then. Because Yao expects weak China consumption in the September quarter (F2Q23) to impact the revenue outlook.Since late August, Covid has once again been a disruptive force in a host of cities across China, and as such, Yao expects “limited improvement” in Alibaba’s core-core CMR (customer-management revenue) compared to the June quarter.The analyst sees the September quarter’s CMR falling by 4% from the same period last year, hardly any better than the June quarter’s 5% drop. On account of “low visibility of consumer sentiment improvement” or any relaxion of the Covid policies, the decline will continue in the December quarter, albeit at a slower pace (Yao expects a 2% year-over-year decline vs. anticipation of a positive turn previously).In contrast, given Alibaba’s firm commitment to cost-cutting and efficiency-improving measures, Yao sees “potential upside to consensus bottom-line projections.”However, that might not have enough of a positive effect right now. “Alibaba’s weakening revenue outlook in the near term could continue to weigh on the share price despite an unchanged, or even potentially better, profit outlook,” the analyst said, before summing up, “Nonetheless, we believe Alibaba’s share price is attractive on a 12-month view on 1) profit growth recovery to 20%+ in FY2024, 2) current consensus FY2024 PE of only 9x.”To this end, Yao rates BABA shares an Overweight (i.e., Buy) along with a $135 price target. This figure leaves room for 12-month share appreciation of ~69%. Yao’s rating stays an Overweight (i.e., Buy).Overall, Wall Street takes a bullish stance on Alibaba shares. 17 Buys and 1 Sell issued over the previous three months, making the stock a Strong Buy. Meanwhile, the $149.06 average price target suggests ~86% upside from current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987443985,"gmtCreate":1667973056948,"gmtModify":1676537992966,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576472032670521","authorIdStr":"3576472032670521"},"themes":[],"htmlText":"Whether or not it hit 1 trillion in 2025, price will almost certain be higher than now. Do u agree?","listText":"Whether or not it hit 1 trillion in 2025, price will almost certain be higher than now. Do u agree?","text":"Whether or not it hit 1 trillion in 2025, price will almost certain be higher than now. Do u agree?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":10,"repostSize":0,"link":"https://ttm.financial/post/9987443985","repostId":"2281997054","repostType":4,"repost":{"id":"2281997054","kind":"highlight","pubTimestamp":1667971668,"share":"https://ttm.financial/m/news/2281997054?lang=&edition=fundamental","pubTime":"2022-11-09 13:27","market":"us","language":"en","title":"Will Meta Platforms Be a Trillion-Dollar Stock by 2025?","url":"https://stock-news.laohu8.com/highlight/detail?id=2281997054","media":"Motley Fool","summary":"The comeback story could be glorious.","content":"<html><head></head><body><p>Investors often look for the next big thing, and wonder which stock will become the next trillion-dollar company. But social media conglomerate <b><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></b> has already reached that mountaintop. Unfortunately, the stock&#39;s staggering downfall has valued the company at roughly $240 billion today.</p><p>So can Meta Platforms regain its mojo and bounce back to a trillion-dollar market valuation by 2025? It&#39;s hard seeing any stock rising four-fold any time soon in this market, but Meta&#39;s potential recovery isn&#39;t as farfetched as it sounds once you dig into the numbers. Here is what investors need to know.</p><h2>Falling from grace</h2><p>Sometimes you need to look backward before moving forward. Investors should understand Meta&#39;s sharp decline, because it goes beyond today&#39;s bear market. Meta&#39;s struggles come primarily from Wall Street&#39;s worries over Meta&#39;s aggressive investments in Reality Labs. CEO Mark Zuckerberg believes in the metaverse, and sees a big opportunity for Meta when (or if) it becomes mainstream.</p><p>You can see below just how much Meta&#39;s spending has increased. The money spent on Reality Labs hasn&#39;t yet produced any returns for shareholders -- in fact, the business segment has lost $9.4 billion year-to-date. Zuckerberg signaled during the company&#39;s earnings call that spending would <i>increase</i> in 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5c8041532b647327c035660ff678287\" tg-width=\"720\" tg-height=\"449\" width=\"100%\" height=\"auto\"/><span>META Capital Expenditures (TTM) data by YCharts</span></p><p>Add in a downcycle in advertising spending spurred by recession fears, and Wall Street is seemingly more negative on Meta Platforms than possibly at any time in the company&#39;s history. That sentiment is reflected in Meta&#39;s valuation, which at a price-to-earnings ratio (P/E) of 8.6 is its lowest ever.</p><h2>The journey to $1 trillion</h2><p>So how do you go from a beaten-down stock that nobody likes to a trillion-dollar company by 2025? First, remember that a company&#39;s share price doesn&#39;t necessarily reflect the quality of the business. Yes, Meta&#39;s dealing with challenges right now, but Wall Street believes that Meta&#39;s profits will still grow over time. A consensus of analyst estimates calls for Meta&#39;s earnings-per-share (EPS) to increase a total of 33% over the next several years and hit $12 by 2025.</p><p>One would hope that Meta&#39;s business will right itself by then; the advertising industry is cyclical, and should rebound with the economy. Reality Labs could look a lot different by then versus today, and perhaps Wall Street will again love Meta Platforms.</p><p>Meta needs a share price of approximately $379 to hit a $1 trillion market capitalization using the current number of outstanding shares. The company routinely repurchases shares, but let&#39;s assume that analysts factored that into their EPS estimates. Hypothetically, if Meta did earn $12 per share and traded at its median P/E over the past decade of 34 P/E, the resulting share price would be $408, enough to reach the target $1 trillion market value.</p><h2>Remember this</h2><p>Successfully achieving this would mean investors got a four-fold return on their investment if they bought shares today. That&#39;s an excellent return, probably beating the market over those years.</p><p>But this exercise isn&#39;t necessarily to split hairs about whether Meta will or won&#39;t be worth a certain amount by a specific year. Instead, it&#39;s a thought exercise that shows you just how attractive Meta&#39;s stock has become. If it hits analyst EPS estimates, the stock could maintain its current bottom-of-the-barrel P/E and still return 33% over three years. I would argue that a lot has gone wrong if sentiment (reflected by P/E) doesn&#39;t budge an inch higher over the next three years.</p><p>The most likely outcome seems that Meta&#39;s ad business eventually picks back up, and Zuckerberg extracts <i>at least some</i> value out of Reality Labs. The bar is pretty low here, which is why Meta&#39;s stock is so compelling at these prices. You don&#39;t need a home run; hitting a single to first base can still be a very successful investment, and anything beyond that is icing on the cake.</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>Will Meta Platforms Be a Trillion-Dollar Stock by 2025?</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\">\nWill Meta Platforms Be a Trillion-Dollar Stock by 2025?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-09 13:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/08/will-meta-platforms-be-a-trillion-dollar-stock-by/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors often look for the next big thing, and wonder which stock will become the next trillion-dollar company. But social media conglomerate Meta Platforms has already reached that mountaintop. ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/08/will-meta-platforms-be-a-trillion-dollar-stock-by/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://www.fool.com/investing/2022/11/08/will-meta-platforms-be-a-trillion-dollar-stock-by/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2281997054","content_text":"Investors often look for the next big thing, and wonder which stock will become the next trillion-dollar company. But social media conglomerate Meta Platforms has already reached that mountaintop. Unfortunately, the stock's staggering downfall has valued the company at roughly $240 billion today.So can Meta Platforms regain its mojo and bounce back to a trillion-dollar market valuation by 2025? It's hard seeing any stock rising four-fold any time soon in this market, but Meta's potential recovery isn't as farfetched as it sounds once you dig into the numbers. Here is what investors need to know.Falling from graceSometimes you need to look backward before moving forward. Investors should understand Meta's sharp decline, because it goes beyond today's bear market. Meta's struggles come primarily from Wall Street's worries over Meta's aggressive investments in Reality Labs. CEO Mark Zuckerberg believes in the metaverse, and sees a big opportunity for Meta when (or if) it becomes mainstream.You can see below just how much Meta's spending has increased. The money spent on Reality Labs hasn't yet produced any returns for shareholders -- in fact, the business segment has lost $9.4 billion year-to-date. Zuckerberg signaled during the company's earnings call that spending would increase in 2023.META Capital Expenditures (TTM) data by YChartsAdd in a downcycle in advertising spending spurred by recession fears, and Wall Street is seemingly more negative on Meta Platforms than possibly at any time in the company's history. That sentiment is reflected in Meta's valuation, which at a price-to-earnings ratio (P/E) of 8.6 is its lowest ever.The journey to $1 trillionSo how do you go from a beaten-down stock that nobody likes to a trillion-dollar company by 2025? First, remember that a company's share price doesn't necessarily reflect the quality of the business. Yes, Meta's dealing with challenges right now, but Wall Street believes that Meta's profits will still grow over time. A consensus of analyst estimates calls for Meta's earnings-per-share (EPS) to increase a total of 33% over the next several years and hit $12 by 2025.One would hope that Meta's business will right itself by then; the advertising industry is cyclical, and should rebound with the economy. Reality Labs could look a lot different by then versus today, and perhaps Wall Street will again love Meta Platforms.Meta needs a share price of approximately $379 to hit a $1 trillion market capitalization using the current number of outstanding shares. The company routinely repurchases shares, but let's assume that analysts factored that into their EPS estimates. Hypothetically, if Meta did earn $12 per share and traded at its median P/E over the past decade of 34 P/E, the resulting share price would be $408, enough to reach the target $1 trillion market value.Remember thisSuccessfully achieving this would mean investors got a four-fold return on their investment if they bought shares today. That's an excellent return, probably beating the market over those years.But this exercise isn't necessarily to split hairs about whether Meta will or won't be worth a certain amount by a specific year. Instead, it's a thought exercise that shows you just how attractive Meta's stock has become. If it hits analyst EPS estimates, the stock could maintain its current bottom-of-the-barrel P/E and still return 33% over three years. I would argue that a lot has gone wrong if sentiment (reflected by P/E) doesn't budge an inch higher over the next three years.The most likely outcome seems that Meta's ad business eventually picks back up, and Zuckerberg extracts at least some value out of Reality Labs. The bar is pretty low here, which is why Meta's stock is so compelling at these prices. You don't need a home run; hitting a single to first base can still be a very successful investment, and anything beyond that is icing on the cake.","news_type":1},"isVote":1,"tweetType":1,"viewCount":665,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107063207857540","authorId":"4107063207857540","name":"LuckyPiggie","avatar":"https://community-static.tradeup.com/news/33330ac1fe6d6c956e10045c870d6f46","crmLevel":6,"crmLevelSwitch":1,"idStr":"4107063207857540","authorIdStr":"4107063207857540"},"content":"hello hello .. u got hook into Metaverse vitual world ? Come back to reality [Tongue]","text":"hello hello .. u got hook into Metaverse vitual world ? Come back to reality [Tongue]","html":"hello hello .. u got hook into Metaverse vitual world ? Come back to reality [Tongue]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320704001,"gmtCreate":1615173938903,"gmtModify":1704779102730,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576472032670521","authorIdStr":"3576472032670521"},"themes":[],"htmlText":"who needs like and comment today? ?","listText":"who needs like and comment today? ?","text":"who needs like and comment today? ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/320704001","repostId":"1171938400","repostType":4,"repost":{"id":"1171938400","kind":"news","pubTimestamp":1615173896,"share":"https://ttm.financial/m/news/1171938400?lang=&edition=fundamental","pubTime":"2021-03-08 11:24","market":"us","language":"en","title":"Tesla To Unveil Updated Cybertruck In Coming Quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=1171938400","media":"Benzinga","summary":"Tesla Inc CEO Elon Musk said over the weekend that an updated version of the upcoming Cybertruck wil","content":"<p><b>Tesla Inc</b>&nbsp;CEO Elon Musk said over the weekend that an updated version of the upcoming Cybertruck will be unveiled in the next quarter.</p>\n<p><b>What Happened:</b>&nbsp;The entrepreneur teased the reveal of the electric pickup in a tweet.</p>\n<p><img src=\"https://static.tigerbbs.com/cdc67547cd3e89af17d86fdf9dde6010\" tg-width=\"682\" tg-height=\"127\"></p>\n<p>Musk said the present focus has to be on building the Gigafactory in Texas where the vehicle will be built.</p>\n<p><b>Why It Matters:</b>&nbsp;In October last year, Musk had said that theCybertruckwas going to be “better than what we showed.”</p>\n<p>The highly anticipated vehicle wasfirst unveiledin November 2019 and was put up for sale on the Tesla website for $39,900 without added incentives.</p>\n<p>In May last year, Musk went on adrive with comedian Jay Lenoand at the time Musk had said about the vehicle they drove that it was “pretty close” to the final version, but the proportions needed to be 5% smaller to fit in a standard garage.</p>\n<p><b>Price Action:</b>&nbsp;Tesla shares closed nearly 3.8% lower at $597.95 on Friday and fell 0.28% in the after-hours trading.</p>","source":"lsy1606299360108","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 To Unveil Updated Cybertruck In Coming Quarter</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 To Unveil Updated Cybertruck In Coming Quarter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-08 11:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/21/03/20048242/tesla-to-unveil-updated-cybertruck-in-the-next-quarter><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Inc CEO Elon Musk said over the weekend that an updated version of the upcoming Cybertruck will be unveiled in the next quarter.\nWhat Happened: The entrepreneur teased the reveal of the electric...</p>\n\n<a href=\"https://www.benzinga.com/news/21/03/20048242/tesla-to-unveil-updated-cybertruck-in-the-next-quarter\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/news/21/03/20048242/tesla-to-unveil-updated-cybertruck-in-the-next-quarter","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171938400","content_text":"Tesla Inc CEO Elon Musk said over the weekend that an updated version of the upcoming Cybertruck will be unveiled in the next quarter.\nWhat Happened: The entrepreneur teased the reveal of the electric pickup in a tweet.\n\nMusk said the present focus has to be on building the Gigafactory in Texas where the vehicle will be built.\nWhy It Matters: In October last year, Musk had said that theCybertruckwas going to be “better than what we showed.”\nThe highly anticipated vehicle wasfirst unveiledin November 2019 and was put up for sale on the Tesla website for $39,900 without added incentives.\nIn May last year, Musk went on adrive with comedian Jay Lenoand at the time Musk had said about the vehicle they drove that it was “pretty close” to the final version, but the proportions needed to be 5% smaller to fit in a standard garage.\nPrice Action: Tesla shares closed nearly 3.8% lower at $597.95 on Friday and fell 0.28% in the after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921536827,"gmtCreate":1671084752570,"gmtModify":1676538487627,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576472032670521","authorIdStr":"3576472032670521"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/U/4107063207857540\">@LuckyPiggie&nbsp;</a>this lagi best...&nbsp;Buy $75[Happy]&nbsp;[LOL]&nbsp;[Happy]&nbsp; Writer must have short Telsa big time&nbsp;[Happy]&nbsp;[Happy]&nbsp;","listText":"<a href=\"https://ttm.financial/U/4107063207857540\">@LuckyPiggie&nbsp;</a>this lagi best...&nbsp;Buy $75[Happy]&nbsp;[LOL]&nbsp;[Happy]&nbsp; Writer must have short Telsa big time&nbsp;[Happy]&nbsp;[Happy]&nbsp;","text":"@LuckyPiggie this lagi best... Buy $75[Happy] [LOL] [Happy] Writer must have short Telsa big time [Happy] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":8,"repostSize":0,"link":"https://ttm.financial/post/9921536827","repostId":"2291571778","repostType":2,"repost":{"id":"2291571778","kind":"news","pubTimestamp":1671084084,"share":"https://ttm.financial/m/news/2291571778?lang=&edition=fundamental","pubTime":"2022-12-15 14:01","market":"us","language":"en","title":"Tesla: I'd Buy After A 53.4% Drop","url":"https://stock-news.laohu8.com/highlight/detail?id=2291571778","media":"Seeking Alpha","summary":"SummaryTesla is a stock I'd be extra cautious about because its founder is involved in ever-more int","content":"<html><head></head><body><h2>Summary</h2><ul><li>Tesla is a stock I&#39;d be extra cautious about because its founder is involved in ever-more intense political controversies.</li><li>I&#39;ve covered it in past articles, getting fair value estimates near $250 on the assumption that the company keeps growing fairly quickly.</li><li>Nevertheless, I always rated it &#39;hold&#39; because I thought that the uncertainty surrounding the company undermined any thesis based on future growth assumptions.</li><li>In this article, I explain why I&#39;d buy Tesla at $75, a 53.4% drop, even though its financials and growth trajectory would seem to suggest it&#39;s worth more than that.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ecebf7dbd139bf94cb13d4dce8d8da49\" tg-width=\"1080\" tg-height=\"704\" referrerpolicy=\"no-referrer\"/><span>Dimitrios Kambouris</span></p><p><b>Tesla</b>(NASDAQ:TSLA) is one of the toughest stocks out there to analyze. On the one hand, it has strong historical growth and adominant position in its market. On the other hand, it is veryexpensive (going by valuation multiples) and its founder is constantly getting in trouble for his provocative statements. In some cases, Musk has faced legal consequences for things he has said; for example, he once had to pay a $20 million fine for claiming that he had secured funding to take Tesla private.</p><p>This time around, Twitter is what’s getting people worried about their Tesla stock holdings. Elon Musk’s acquisition of Twitter was controversial in itself, now Elon musk is raising eyebrows for his posts on the platform. It would be hard to directly quote Musk’s recent posts without running afoul of Seeking Alpha’s political comment guidelines, so I will simply leave links to them off-platform here and here. Suffice it to say, the comments made some people very,<i>very</i> upset.</p><p>Shortly after Elon posted his two notorious Tweets, Tesla stock fell 6.3% in a single trading day. There was little material news about TSLA on the day that crash happened; the most recent big story was a bullish one about a surge in deliveries from Tesla Shanghai. Most likely, Musk’s tweets caused the selloff. Given the lack of other negative news, it’s the default assumption.</p><p>For me personally, nothing Musk is doing makes Tesla an “avoid at any price” stock. Tesla has great brand recognition, strong growth, and just recently got its tax credits back. The stock has a lot of things going for it. However, Musk’s risk taking is a serious enough concern for me to demand some kind of discount.</p><p>In past articles, I got fair value estimates for Tesla well above the current stock price. However, I never rated the stock any higher than a hold; in one article I rated it a sell. The reason for that is the immense uncertainty that Tesla is subject to. Whether it’s Musk’s Tweets or the federal investigation of the Twitter deal, there are many risk factors, some of which could impede the growth that makes the stock appear to have such a great future. For this reason, I’d want to see a price of $75 or lower before I’d buy the stock, even though I get value estimates above $200 when I value it by conventional means.</p><h2>My Past Coverage of Tesla</h2><p>In past articles, I’ve usually found Tesla to be worth something like $200-$300, going by a combination of multiples and discounted cash flows. In some cases, those prices were above the market price, but I never gave the stock a ‘buy’ rating, because I felt there were too many risks to the growth story. Some examples of valuations I arrived at include:</p><ul><li><p>$338 in “Tesla: the $4 Trillion Price Target is a Red Flag.”</p></li><li><p>$879 ($293 in post-split terms) in “Tesla: the EV Tax Credit is a Huge Catalyst.”</p></li><li><p>A sell rating (no specific price target) in “Long BYD, Short Tesla: a Great Tactical Pair Trade.”</p></li></ul><p>Now, you might wonder why I keep rating Tesla ‘hold’ or ‘sell’ when my models always give it upside. The reason has to do with how discounted cash flow models are constructed. You have to estimate future cash flows in order to make the math work, there’s no way around it. Tesla’s historical growth is extremely strong, and even if you cut the future growth estimates to half or a third of the actual historical growth, you still end up with pretty high price targets. In some of my previous articles, I cut Tesla’s future growth estimate down to the projected growth in the EV industry, which is a lot slower than Tesla’s actual growth rate. It still resulted in upside.</p><p>Still, I can’t rate the stock a buy, because I do think the risks here are serious enough to potentially end Tesla’s growth streak.</p><p>The first is demographics. Musk’s recent Twitter posts haven’t been received well by the demographics that tend to buy electric cars. Recently, Musk appeared on stage at a Dave Chapelle performance in San Francisco–the city with the second highest number of EV chargers in the U.S.--and was ‘booed’ by some audience members. This evidence might seem anecdotal, but it is known that Musk has low approval ratings in EV-friendly states like Oregon. Combining hard data with news reports, one gets the sense that Elon Musk isn’t being received well in States that are pushing green energy.</p><p>EV ownership in the U.S. skews toward affluent, educated, progressive-leaning individuals. Tesla has more conservative customers than other EV companies do, but it still has more democrat than republican owners. Many commentators believe that Musk’s recent Twitter posts have been designed to court conservative support. It is known that Musk is popular among conservatives, and he seems to be trying to shore up that support, but the problem is that Tesla’s customers come from other groups.</p><p>It’s not clear that Musk has angered enough people to get large numbers of them abandoning Tesla. A few people have said that they would buy Chevy Bolts in retaliation for Musk’s Twitter posts, but sales forecasts suggest there aren’t that many of them. By all accounts, Tesla’s sales are growing, not declining. Still, there is a possibility of Elon Musk alienating his core customer base; if he does so, we’d expect Tesla’s sales to take a hit.</p><p>There’s no shortage of companies selling electric cars. We’ve got European companies like <b>Volkswagen</b> (OTCPK:VWAGY), American companies like <b>General Motors</b> (GM) and Chinese companies like <b>NIO</b> (NIO) building EVs now. If the people who are upset about Musk’s job at Twitter wanted to ditch Tesla, they could do so. So a loss of sales is in principle a potential risk factor.</p><p>There’s also Musk’s selling of Twitter stock. As a long-term value investor, this does not really count as a risk to me, but it is a risk to those taking short term positions. Musk had to sell Tesla stock to put up collateral for the Twitter loans. He has sold at least $16.4 billion worth of TSLA, or 3.15% of the float. Insider selling of that magnitude can push a stock’s price downward, as stock prices are a function of supply and demand. If you don’t own Tesla stock now, and want to take a long-term position in the future, this is only good news, but for somebody who already owns Tesla stock, with no plans to average down, it’s very bad. If you already own Tesla and are hoping to get back to purchase prices well above $200, you might be waiting a while. Musk is rattling investor confidence and he may have more sales planned. If you don’t own Tesla stock, or own a little and plan on averaging down, then read on, because in the next section I explain why Tesla stock would be genuinely interesting at $75.</p><h2>Why Tesla Would Be Interesting at $75</h2><p>In previous sections, I explained why Tesla, with moderate growth assumptions, appeared to be worth $200 or more. In a DCF model it only takes about 20% growth in free cash flow for TSLA to come out with a fair value estimate well above $200. However, two things have to be kept in mind:</p><ol><li><p>Interest rates are rising.</p></li><li><p>There are genuine risks to Tesla’s operating performance.</p></li></ol><p>Interest rates going up takes a bite out of the value of cash flows from any company, and Elon Musk’s political commentary puts Tesla’s U.S. revenue at risk. So, a new Tesla model is needed to account for the risks. In past models, I discounted TSLA stock at just 8%. That’s a discount rate that includes a risk premium, but not a very large one. Today, Tesla is in the political crosshairs to an extent not seen when I wrote my last Tesla article, so more risk needs to be accounted for.</p><p>There are two ways to do this:</p><ol><li><p>Simply run one of my previous models at a far higher discount rate.</p></li><li><p>Lower the growth assumption.</p></li></ol><p>The first method is pretty straightforward. If you take my previous model that got a $338 FV estimate, and up the discount rate to 15%, you get a $111 price target. I think buying Tesla at that level would be basically sensible, but it helps to go even stricter still. Remember: when you buy TSLA shares, you’re paying for a lot of future growth. The nature of a ‘financial risk’ is that it can cause growth to disappear, and profits to turn into losses, so we need to account for those scenarios.</p><p>I do not think we need to model for a scenario where Tesla’s growth becomes negative. Tesla sells a lot of cars in China, a country that is not plugged into U.S. social media discourse, and where Elon Musk’s private behavior probably isn’t a concern for very many people. The U.S. market position does seem to be at risk, so we can model for a scenario where growth declines to 0%, based on current trends continuing in China while U.S. sales decline. Note that I don’t think this scenario will actually occur, it just helps to model worst case scenarios.</p><p>Under zero growth assumptions, we can simply value TSLA in terms of terminal value. This is where you discount free cash flow at a chosen discount rate. The range we get for Tesla, using 3.5% (no risk premium) and 15% (extremely large risk premium) is shown below.</p><p><img src=\"https://static.tigerbbs.com/e0f7a6ae9f247b5aac92b75634596020\" tg-width=\"735\" tg-height=\"138\" referrerpolicy=\"no-referrer\"/></p><p>So, to sum up, our total range of values under, when we account for immense risk, goes from:</p><ul><li><p>$19.33 (high discount rate, no growth).</p></li><li><p>$111 (high discount rate, high growth).</p></li></ul><p>The mean of the high and low values is $65. If you want to be extremely conservative, aim for $65 before buying Tesla. Personally, I’d probably buy at $75, because the worst-case scenarios I’m modelling for here are rather extreme. Most likely Tesla will do better than 0% growth. But in an environment of rising rates, it pays to play it safe. For the most risk averse investors, Tesla does not appear to be a buy.</p><p>This article is written by Growth at a Good Price for reference only. Please note the risks.</p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: I'd Buy After A 53.4% Drop</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: I'd Buy After A 53.4% Drop\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-15 14:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4564344-tesla-stock-buy-post-53-4-percent-drop><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla is a stock I'd be extra cautious about because its founder is involved in ever-more intense political controversies.I've covered it in past articles, getting fair value estimates near $...</p>\n\n<a href=\"https://seekingalpha.com/article/4564344-tesla-stock-buy-post-53-4-percent-drop\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4511":"特斯拉概念","BK4099":"汽车制造商","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4548":"巴美列捷福持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2063271972.USD":"富兰克林创新领域基金","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4585":"ETF&股票定投概念","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4534":"瑞士信贷持仓","TSLA":"特斯拉","LU0056508442.USD":"贝莱德世界科技基金A2","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4527":"明星科技股","BK4581":"高盛持仓","BK4550":"红杉资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4574":"无人驾驶","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4551":"寇图资本持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc"},"source_url":"https://seekingalpha.com/article/4564344-tesla-stock-buy-post-53-4-percent-drop","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291571778","content_text":"SummaryTesla is a stock I'd be extra cautious about because its founder is involved in ever-more intense political controversies.I've covered it in past articles, getting fair value estimates near $250 on the assumption that the company keeps growing fairly quickly.Nevertheless, I always rated it 'hold' because I thought that the uncertainty surrounding the company undermined any thesis based on future growth assumptions.In this article, I explain why I'd buy Tesla at $75, a 53.4% drop, even though its financials and growth trajectory would seem to suggest it's worth more than that.Dimitrios KambourisTesla(NASDAQ:TSLA) is one of the toughest stocks out there to analyze. On the one hand, it has strong historical growth and adominant position in its market. On the other hand, it is veryexpensive (going by valuation multiples) and its founder is constantly getting in trouble for his provocative statements. In some cases, Musk has faced legal consequences for things he has said; for example, he once had to pay a $20 million fine for claiming that he had secured funding to take Tesla private.This time around, Twitter is what’s getting people worried about their Tesla stock holdings. Elon Musk’s acquisition of Twitter was controversial in itself, now Elon musk is raising eyebrows for his posts on the platform. It would be hard to directly quote Musk’s recent posts without running afoul of Seeking Alpha’s political comment guidelines, so I will simply leave links to them off-platform here and here. Suffice it to say, the comments made some people very,very upset.Shortly after Elon posted his two notorious Tweets, Tesla stock fell 6.3% in a single trading day. There was little material news about TSLA on the day that crash happened; the most recent big story was a bullish one about a surge in deliveries from Tesla Shanghai. Most likely, Musk’s tweets caused the selloff. Given the lack of other negative news, it’s the default assumption.For me personally, nothing Musk is doing makes Tesla an “avoid at any price” stock. Tesla has great brand recognition, strong growth, and just recently got its tax credits back. The stock has a lot of things going for it. However, Musk’s risk taking is a serious enough concern for me to demand some kind of discount.In past articles, I got fair value estimates for Tesla well above the current stock price. However, I never rated the stock any higher than a hold; in one article I rated it a sell. The reason for that is the immense uncertainty that Tesla is subject to. Whether it’s Musk’s Tweets or the federal investigation of the Twitter deal, there are many risk factors, some of which could impede the growth that makes the stock appear to have such a great future. For this reason, I’d want to see a price of $75 or lower before I’d buy the stock, even though I get value estimates above $200 when I value it by conventional means.My Past Coverage of TeslaIn past articles, I’ve usually found Tesla to be worth something like $200-$300, going by a combination of multiples and discounted cash flows. In some cases, those prices were above the market price, but I never gave the stock a ‘buy’ rating, because I felt there were too many risks to the growth story. Some examples of valuations I arrived at include:$338 in “Tesla: the $4 Trillion Price Target is a Red Flag.”$879 ($293 in post-split terms) in “Tesla: the EV Tax Credit is a Huge Catalyst.”A sell rating (no specific price target) in “Long BYD, Short Tesla: a Great Tactical Pair Trade.”Now, you might wonder why I keep rating Tesla ‘hold’ or ‘sell’ when my models always give it upside. The reason has to do with how discounted cash flow models are constructed. You have to estimate future cash flows in order to make the math work, there’s no way around it. Tesla’s historical growth is extremely strong, and even if you cut the future growth estimates to half or a third of the actual historical growth, you still end up with pretty high price targets. In some of my previous articles, I cut Tesla’s future growth estimate down to the projected growth in the EV industry, which is a lot slower than Tesla’s actual growth rate. It still resulted in upside.Still, I can’t rate the stock a buy, because I do think the risks here are serious enough to potentially end Tesla’s growth streak.The first is demographics. Musk’s recent Twitter posts haven’t been received well by the demographics that tend to buy electric cars. Recently, Musk appeared on stage at a Dave Chapelle performance in San Francisco–the city with the second highest number of EV chargers in the U.S.--and was ‘booed’ by some audience members. This evidence might seem anecdotal, but it is known that Musk has low approval ratings in EV-friendly states like Oregon. Combining hard data with news reports, one gets the sense that Elon Musk isn’t being received well in States that are pushing green energy.EV ownership in the U.S. skews toward affluent, educated, progressive-leaning individuals. Tesla has more conservative customers than other EV companies do, but it still has more democrat than republican owners. Many commentators believe that Musk’s recent Twitter posts have been designed to court conservative support. It is known that Musk is popular among conservatives, and he seems to be trying to shore up that support, but the problem is that Tesla’s customers come from other groups.It’s not clear that Musk has angered enough people to get large numbers of them abandoning Tesla. A few people have said that they would buy Chevy Bolts in retaliation for Musk’s Twitter posts, but sales forecasts suggest there aren’t that many of them. By all accounts, Tesla’s sales are growing, not declining. Still, there is a possibility of Elon Musk alienating his core customer base; if he does so, we’d expect Tesla’s sales to take a hit.There’s no shortage of companies selling electric cars. We’ve got European companies like Volkswagen (OTCPK:VWAGY), American companies like General Motors (GM) and Chinese companies like NIO (NIO) building EVs now. If the people who are upset about Musk’s job at Twitter wanted to ditch Tesla, they could do so. So a loss of sales is in principle a potential risk factor.There’s also Musk’s selling of Twitter stock. As a long-term value investor, this does not really count as a risk to me, but it is a risk to those taking short term positions. Musk had to sell Tesla stock to put up collateral for the Twitter loans. He has sold at least $16.4 billion worth of TSLA, or 3.15% of the float. Insider selling of that magnitude can push a stock’s price downward, as stock prices are a function of supply and demand. If you don’t own Tesla stock now, and want to take a long-term position in the future, this is only good news, but for somebody who already owns Tesla stock, with no plans to average down, it’s very bad. If you already own Tesla and are hoping to get back to purchase prices well above $200, you might be waiting a while. Musk is rattling investor confidence and he may have more sales planned. If you don’t own Tesla stock, or own a little and plan on averaging down, then read on, because in the next section I explain why Tesla stock would be genuinely interesting at $75.Why Tesla Would Be Interesting at $75In previous sections, I explained why Tesla, with moderate growth assumptions, appeared to be worth $200 or more. In a DCF model it only takes about 20% growth in free cash flow for TSLA to come out with a fair value estimate well above $200. However, two things have to be kept in mind:Interest rates are rising.There are genuine risks to Tesla’s operating performance.Interest rates going up takes a bite out of the value of cash flows from any company, and Elon Musk’s political commentary puts Tesla’s U.S. revenue at risk. So, a new Tesla model is needed to account for the risks. In past models, I discounted TSLA stock at just 8%. That’s a discount rate that includes a risk premium, but not a very large one. Today, Tesla is in the political crosshairs to an extent not seen when I wrote my last Tesla article, so more risk needs to be accounted for.There are two ways to do this:Simply run one of my previous models at a far higher discount rate.Lower the growth assumption.The first method is pretty straightforward. If you take my previous model that got a $338 FV estimate, and up the discount rate to 15%, you get a $111 price target. I think buying Tesla at that level would be basically sensible, but it helps to go even stricter still. Remember: when you buy TSLA shares, you’re paying for a lot of future growth. The nature of a ‘financial risk’ is that it can cause growth to disappear, and profits to turn into losses, so we need to account for those scenarios.I do not think we need to model for a scenario where Tesla’s growth becomes negative. Tesla sells a lot of cars in China, a country that is not plugged into U.S. social media discourse, and where Elon Musk’s private behavior probably isn’t a concern for very many people. The U.S. market position does seem to be at risk, so we can model for a scenario where growth declines to 0%, based on current trends continuing in China while U.S. sales decline. Note that I don’t think this scenario will actually occur, it just helps to model worst case scenarios.Under zero growth assumptions, we can simply value TSLA in terms of terminal value. This is where you discount free cash flow at a chosen discount rate. The range we get for Tesla, using 3.5% (no risk premium) and 15% (extremely large risk premium) is shown below.So, to sum up, our total range of values under, when we account for immense risk, goes from:$19.33 (high discount rate, no growth).$111 (high discount rate, high growth).The mean of the high and low values is $65. If you want to be extremely conservative, aim for $65 before buying Tesla. Personally, I’d probably buy at $75, because the worst-case scenarios I’m modelling for here are rather extreme. Most likely Tesla will do better than 0% growth. But in an environment of rising rates, it pays to play it safe. For the most risk averse investors, Tesla does not appear to be a buy.This article is written by Growth at a Good Price for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":841,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107063207857540","authorId":"4107063207857540","name":"LuckyPiggie","avatar":"https://community-static.tradeup.com/news/33330ac1fe6d6c956e10045c870d6f46","crmLevel":6,"crmLevelSwitch":1,"idStr":"4107063207857540","authorIdStr":"4107063207857540"},"content":"haha 75 was back 2 yrs ago .. if he bought at that time , of course can talk big . [LOL] .. so another 50% down is quite possible as some said.","text":"haha 75 was back 2 yrs ago .. if he bought at that time , of course can talk big . [LOL] .. so another 50% down is quite possible as some said.","html":"haha 75 was back 2 yrs ago .. if he bought at that time , of course can talk big . [LOL] .. so another 50% down is quite possible as some said."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104627908,"gmtCreate":1620387353704,"gmtModify":1704342926517,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576472032670521","authorIdStr":"3576472032670521"},"themes":[],"htmlText":"just another weirdly written summary ??","listText":"just another weirdly written summary ??","text":"just another weirdly written summary ??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/104627908","repostId":"1157328258","repostType":4,"repost":{"id":"1157328258","kind":"news","pubTimestamp":1620360165,"share":"https://ttm.financial/m/news/1157328258?lang=&edition=fundamental","pubTime":"2021-05-07 12:02","market":"us","language":"en","title":"Amazon: The Most Clearly Undervalued Company","url":"https://stock-news.laohu8.com/highlight/detail?id=1157328258","media":"Seeking alpha","summary":"SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entere","content":"<p>Summary</p><ul><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.</li><li>In terms of comparative valuation, AMZN is undervalued against the market.</li><li>DCF-based Amazon stock price target suggests 30% upside potential. But I think this is not even a basic scenario, but a pessimistic scenario.</li></ul><p>I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.</p><p>#1 Price vs. Growth</p><p>First of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.</p><p>The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:</p><p><img src=\"https://static.tigerbbs.com/bac49a9df0e5b978dc15e20bedfce3da\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>The 'Third-Party Seller Services' segment - the exponential growth continues:</p><p><img src=\"https://static.tigerbbs.com/6b58df42726bc01c8a5e5c2940d0476d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>The 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:</p><p><i>Source: VisualizedAnalytics.com</i></p><p>The 'Other' (advertising services) segment has also showed a significant acceleration:<img src=\"https://static.tigerbbs.com/a58095394bdd79d561166a74942a9e55\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>The growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:</p><p><img src=\"https://static.tigerbbs.com/07069ccaab37c32eed56da69881e7bce\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p>Geographically, Amazon's revenue was also significantly better than the trend:</p><p><img src=\"https://static.tigerbbs.com/a1d9246e5c01aac6c62e49ad7cd73e2c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0e7276161a3d2b2159ab3d727d3cb7d9\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><i>So, statistically, not subjectively, we should recognize the acceleration of the company's growth</i><i><b>in all key segments</b></i><i>. In my opinion, this is exactly what is expected from Amazon.</i></p><p>Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:</p><p><img src=\"https://static.tigerbbs.com/f105c314902d29dae4d0f0e400aa2245\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>There is also a certain influence of the company's revenue growth rate on its multiples:</p><p><img src=\"https://static.tigerbbs.com/8beca01b5624a15aab79465c580ded6b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>Based on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:</p><p><img src=\"https://static.tigerbbs.com/083fa1dc350e5e54cc7d3145744c9e4c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d63f0cff5e0dd83343d26ee90552a033\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p><i>As you can see, firstly, this model indicates that the company's current price is already</i><i><b>below the balanced level</b></i><i>. And secondly, it assumes a</i><i><b>25% growth</b></i><i>in capitalization in the next four quarters.</i></p><p>#2 Comparative Valuation</p><p>In the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:</p><p><img src=\"https://static.tigerbbs.com/97ac0310bcef622e12c8c21d46979f7e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8d7573ff8a7fc00719a51042f09fc989\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><i>As you can see, judging by this multiple, Amazon is significantly undervalued.</i></p><p>#3 Discounted Cash Flow Model</p><p>When predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:</p><p><img src=\"https://static.tigerbbs.com/9f41298db73dbcd92469026cc4e767c4\" tg-width=\"640\" tg-height=\"323\" referrerpolicy=\"no-referrer\"><i>Source: Seeking Alpha Pro</i></p><p>When predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.</p><p>Here is the calculation of the Weighted Average Cost of Capital:</p><p><img src=\"https://static.tigerbbs.com/759163398701e54efd7cfabd11a0867d\" tg-width=\"480\" tg-height=\"374\" referrerpolicy=\"no-referrer\"><i>Source: Author</i></p><p>Some explanations:</p><ul><li>In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).</li><li>I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.</li><li>To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.</li></ul><p>Here is the model itself:</p><p><img src=\"https://static.tigerbbs.com/0df02bca01b3ef74d3b640d95eb00590\" tg-width=\"640\" tg-height=\"528\" referrerpolicy=\"no-referrer\">(In high resolution)</p><p><i>Source: Author</i></p><p><i>The DCF-based target price of Amazon's shares is $4,280, offering 29% upside.</i></p><p>Final thoughts</p><ol><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.</li><li>The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company is<b>undervalued</b>.</li><li>Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company is<b>much cheaper</b>than the market.</li><li>DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.</li><li>When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,<i>it is better to invest in a company facing growth problems than aging problems</i>.</li></ol>","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>Amazon: The Most Clearly Undervalued Company</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\">\nAmazon: The Most Clearly Undervalued Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-07 12:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company><strong>Seeking alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.In terms of comparative valuation, AMZN is undervalued against the market.DCF-...</p>\n\n<a href=\"https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157328258","content_text":"SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.In terms of comparative valuation, AMZN is undervalued against the market.DCF-based Amazon stock price target suggests 30% upside potential. But I think this is not even a basic scenario, but a pessimistic scenario.I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.#1 Price vs. GrowthFirst of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:Source: VisualizedAnalytics.comThe 'Third-Party Seller Services' segment - the exponential growth continues:Source: VisualizedAnalytics.comThe 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:Source: VisualizedAnalytics.comThe 'Other' (advertising services) segment has also showed a significant acceleration:Source: VisualizedAnalytics.comThe growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:Source: VisualizedAnalytics.comGeographically, Amazon's revenue was also significantly better than the trend:Source: VisualizedAnalytics.comSo, statistically, not subjectively, we should recognize the acceleration of the company's growthin all key segments. In my opinion, this is exactly what is expected from Amazon.Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:Source: VisualizedAnalytics.comThere is also a certain influence of the company's revenue growth rate on its multiples:Source: VisualizedAnalytics.comBased on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:Source: VisualizedAnalytics.comAs you can see, firstly, this model indicates that the company's current price is alreadybelow the balanced level. And secondly, it assumes a25% growthin capitalization in the next four quarters.#2 Comparative ValuationIn the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:Source: VisualizedAnalytics.comAs you can see, judging by this multiple, Amazon is significantly undervalued.#3 Discounted Cash Flow ModelWhen predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:Source: Seeking Alpha ProWhen predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.Here is the calculation of the Weighted Average Cost of Capital:Source: AuthorSome explanations:In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.Here is the model itself:(In high resolution)Source: AuthorThe DCF-based target price of Amazon's shares is $4,280, offering 29% upside.Final thoughtsAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company isundervalued.Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company ismuch cheaperthan the market.DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,it is better to invest in a company facing growth problems than aging problems.","news_type":1},"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578446470950082","authorId":"3578446470950082","name":"DukeAlan","avatar":"https://static.tigerbbs.com/5d8e6962022e3365333d669221455dd6","crmLevel":3,"crmLevelSwitch":0,"idStr":"3578446470950082","authorIdStr":"3578446470950082"},"content":"have not seen you posting stuff for awhile.","text":"have not seen you posting stuff for awhile.","html":"have not seen you posting stuff for awhile."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373418599772208,"gmtCreate":1732202463679,"gmtModify":1732241485526,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576472032670521","authorIdStr":"3576472032670521"},"themes":[],"htmlText":"\"insisting Google sell its Android mobile operating system if other remedies fail to restore competition.\" Amazing hahaha Just wondering who these prosecutors are? 😆😆 Man.... next will they&nbsp;insist apple to sell their ios? 😎","listText":"\"insisting Google sell its Android mobile operating system if other remedies fail to restore competition.\" Amazing hahaha Just wondering who these prosecutors are? 😆😆 Man.... next will they&nbsp;insist apple to sell their ios? 😎","text":"\"insisting Google sell its Android mobile operating system if other remedies fail to restore competition.\" Amazing hahaha Just wondering who these prosecutors are? 😆😆 Man.... next will they insist apple to sell their ios? 😎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/373418599772208","repostId":"1181026263","repostType":4,"repost":{"id":"1181026263","kind":"news","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":1732200323,"share":"https://ttm.financial/m/news/1181026263?lang=&edition=fundamental","pubTime":"2024-11-21 22:45","market":"us","language":"en","title":"Alphabet Shares Drop About 5% As US Prosecutors Demand Google Divest Chrome to End Search Monopoly","url":"https://stock-news.laohu8.com/highlight/detail?id=1181026263","media":"Tiger Newspress","summary":"U.S. prosecutors on Wednesday argued to a judge that Google must sell its Chrome browser, share data, and search results with rivals, and take a range of other measures to end its monopoly on online s","content":"<html><head></head><body><p>U.S. prosecutors on Wednesday argued to a judge that Google must sell its Chrome browser, share data, and search results with rivals, and take a range of other measures to end its monopoly on online search.</p><p>The proposals are wide-ranging, including barring Google from re-entering the browser market for five years and insisting Google sell its Android mobile operating system if other remedies fail to restore competition.</p><p>Alphabet shares dropped 5% in morning trading Thursday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a2a663aa5a32acd609c16145c4d01302\" title=\"\" tg-width=\"376\" tg-height=\"139\"/></p><p>Here are some of the demands that the U.S. Justice Department (DOJ) lawyers have made in the case:</p><h2 id=\"id_458641605\" style=\"text-align: start;\">DIVEST CHROME BROWSER</h2><p>Google must promptly and fully divest its Chrome browser to a buyer approved by the U.S. government.</p><p>Google&#39;s ownership of Chrome and the Android operating system poses a significant challenge to entrants and competitors, as they are the &#34;key methods&#34; for the distribution of search engines to consumers.</p><h2 id=\"id_309018470\" style=\"text-align: start;\">ANDROID OPERATING SYSTEM</h2><p>Google may elect to fully divest Android to a buyer approved by the U.S. government. If Google chooses to retain control of Android but fails to comply with presented remedies, the government may petition the court to order the divesture of Android.</p><h2 id=\"id_1645087261\" style=\"text-align: start;\">BROWSER OWNERSHIP</h2><p>Google should be prohibited from owning a browser or having any investment in a search or search text ad rival, search distributor, or rival query-based AI product or ads technology for five years after the divestiture of Chrome.</p><h2 id=\"id_1812649975\" style=\"text-align: start;\">GOOGLE SEARCH CONTRACTS</h2><p>Google should be prohibited from making payments to third parties to make Google the default general search engine in their products, including ending exclusive agreements in which Google pays billions of dollars annually to Apple.</p><h2 id=\"id_3623553753\" style=\"text-align: start;\">AGREEMENTS WITH PUBLISHERS</h2><p>Google should not enter into a contract with a publisher to license data that provides the search engine giant with exclusivity to the publisher&#39;s content.</p><h2 id=\"id_3056606746\" style=\"text-align: start;\">GOOGLE SEARCH PREFERENCE</h2><p>Google should not use any assets it owns or operates to give preference to its own search engine, search text ads, or AI products.</p><h2 id=\"id_903548332\" style=\"text-align: start;\">DATA SHARING</h2><p>Google would be required under the proposals to license search results to competitors at nominal cost and share data it gathers from users with competitors for free. It would be barred from collecting any user data that it cannot share due to privacy concerns.</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>Alphabet Shares Drop About 5% As US Prosecutors Demand Google Divest Chrome to End Search Monopoly</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet Shares Drop About 5% As US Prosecutors Demand Google Divest Chrome to End Search Monopoly\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\">2024-11-21 22:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. prosecutors on Wednesday argued to a judge that Google must sell its Chrome browser, share data, and search results with rivals, and take a range of other measures to end its monopoly on online search.</p><p>The proposals are wide-ranging, including barring Google from re-entering the browser market for five years and insisting Google sell its Android mobile operating system if other remedies fail to restore competition.</p><p>Alphabet shares dropped 5% in morning trading Thursday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a2a663aa5a32acd609c16145c4d01302\" title=\"\" tg-width=\"376\" tg-height=\"139\"/></p><p>Here are some of the demands that the U.S. Justice Department (DOJ) lawyers have made in the case:</p><h2 id=\"id_458641605\" style=\"text-align: start;\">DIVEST CHROME BROWSER</h2><p>Google must promptly and fully divest its Chrome browser to a buyer approved by the U.S. government.</p><p>Google&#39;s ownership of Chrome and the Android operating system poses a significant challenge to entrants and competitors, as they are the &#34;key methods&#34; for the distribution of search engines to consumers.</p><h2 id=\"id_309018470\" style=\"text-align: start;\">ANDROID OPERATING SYSTEM</h2><p>Google may elect to fully divest Android to a buyer approved by the U.S. government. If Google chooses to retain control of Android but fails to comply with presented remedies, the government may petition the court to order the divesture of Android.</p><h2 id=\"id_1645087261\" style=\"text-align: start;\">BROWSER OWNERSHIP</h2><p>Google should be prohibited from owning a browser or having any investment in a search or search text ad rival, search distributor, or rival query-based AI product or ads technology for five years after the divestiture of Chrome.</p><h2 id=\"id_1812649975\" style=\"text-align: start;\">GOOGLE SEARCH CONTRACTS</h2><p>Google should be prohibited from making payments to third parties to make Google the default general search engine in their products, including ending exclusive agreements in which Google pays billions of dollars annually to Apple.</p><h2 id=\"id_3623553753\" style=\"text-align: start;\">AGREEMENTS WITH PUBLISHERS</h2><p>Google should not enter into a contract with a publisher to license data that provides the search engine giant with exclusivity to the publisher&#39;s content.</p><h2 id=\"id_3056606746\" style=\"text-align: start;\">GOOGLE SEARCH PREFERENCE</h2><p>Google should not use any assets it owns or operates to give preference to its own search engine, search text ads, or AI products.</p><h2 id=\"id_903548332\" style=\"text-align: start;\">DATA SHARING</h2><p>Google would be required under the proposals to license search results to competitors at nominal cost and share data it gathers from users with competitors for free. It would be barred from collecting any user data that it cannot share due to privacy concerns.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181026263","content_text":"U.S. prosecutors on Wednesday argued to a judge that Google must sell its Chrome browser, share data, and search results with rivals, and take a range of other measures to end its monopoly on online search.The proposals are wide-ranging, including barring Google from re-entering the browser market for five years and insisting Google sell its Android mobile operating system if other remedies fail to restore competition.Alphabet shares dropped 5% in morning trading Thursday.Here are some of the demands that the U.S. Justice Department (DOJ) lawyers have made in the case:DIVEST CHROME BROWSERGoogle must promptly and fully divest its Chrome browser to a buyer approved by the U.S. government.Google's ownership of Chrome and the Android operating system poses a significant challenge to entrants and competitors, as they are the \"key methods\" for the distribution of search engines to consumers.ANDROID OPERATING SYSTEMGoogle may elect to fully divest Android to a buyer approved by the U.S. government. If Google chooses to retain control of Android but fails to comply with presented remedies, the government may petition the court to order the divesture of Android.BROWSER OWNERSHIPGoogle should be prohibited from owning a browser or having any investment in a search or search text ad rival, search distributor, or rival query-based AI product or ads technology for five years after the divestiture of Chrome.GOOGLE SEARCH CONTRACTSGoogle should be prohibited from making payments to third parties to make Google the default general search engine in their products, including ending exclusive agreements in which Google pays billions of dollars annually to Apple.AGREEMENTS WITH PUBLISHERSGoogle should not enter into a contract with a publisher to license data that provides the search engine giant with exclusivity to the publisher's content.GOOGLE SEARCH PREFERENCEGoogle should not use any assets it owns or operates to give preference to its own search engine, search text ads, or AI products.DATA SHARINGGoogle would be required under the proposals to license search results to competitors at nominal cost and share data it gathers from users with competitors for free. It would be barred from collecting any user data that it cannot share due to privacy concerns.","news_type":1},"isVote":1,"tweetType":1,"viewCount":3402,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4100582765106680","authorId":"4100582765106680","name":"Miss Vee","avatar":"https://community-static.tradeup.com/news/74cac66be1a7433dca26e34067ff1367","crmLevel":8,"crmLevelSwitch":1,"idStr":"4100582765106680","authorIdStr":"4100582765106680"},"content":"Even if they proposed to sell Google Chrome, no one can afford it. It is valued at 15-20 billion. Only super rich people like Musk and Bezos, Zuckerberg, etc have the liquid to afford it.","text":"Even if they proposed to sell Google Chrome, no one can afford it. It is valued at 15-20 billion. Only super rich people like Musk and Bezos, Zuckerberg, etc have the liquid to afford it.","html":"Even if they proposed to sell Google Chrome, no one can afford it. It is valued at 15-20 billion. Only super rich people like Musk and Bezos, Zuckerberg, etc have the liquid to afford it."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980239801,"gmtCreate":1665733231503,"gmtModify":1676537657331,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576472032670521","authorIdStr":"3576472032670521"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a><v-v data-views=\"1\"></v-v>Let end the week with bull","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a><v-v data-views=\"1\"></v-v>Let end the week with bull","text":"$SPDR S&P 500 ETF Trust(SPY)$Let end the week with bull","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":8,"repostSize":0,"link":"https://ttm.financial/post/9980239801","isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107063207857540","authorId":"4107063207857540","name":"LuckyPiggie","avatar":"https://community-static.tradeup.com/news/33330ac1fe6d6c956e10045c870d6f46","crmLevel":6,"crmLevelSwitch":1,"idStr":"4107063207857540","authorIdStr":"4107063207857540"},"content":"unfortunately red ... it tried to move above resistance but failed. Back to the same spot","text":"unfortunately red ... it tried to move above resistance but failed. Back to the same spot","html":"unfortunately red ... it tried to move above resistance but failed. Back to the same spot"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915760931,"gmtCreate":1665110152723,"gmtModify":1676537559243,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576472032670521","authorIdStr":"3576472032670521"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a><v-v data-views=\"1\"></v-v>Last day of the week, u can do it","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a><v-v data-views=\"1\"></v-v>Last day of the week, u can do it","text":"$Alibaba(BABA)$Last day of the week, u can do it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":8,"repostSize":0,"link":"https://ttm.financial/post/9915760931","isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107063207857540","authorId":"4107063207857540","name":"LuckyPiggie","avatar":"https://community-static.tradeup.com/news/33330ac1fe6d6c956e10045c870d6f46","crmLevel":6,"crmLevelSwitch":1,"idStr":"4107063207857540","authorIdStr":"4107063207857540"},"content":"catch the economic data later at 830pm. remember bad news is good news [Grin] .. if good news , 🏃‍♂️ 🏃‍♂️ 🏃‍♂️","text":"catch the economic data later at 830pm. remember bad news is good news [Grin] .. if good news , 🏃‍♂️ 🏃‍♂️ 🏃‍♂️","html":"catch the economic data later at 830pm. remember bad news is good news [Grin] .. if good news , 🏃‍♂️ 🏃‍♂️ 🏃‍♂️"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995558698,"gmtCreate":1661485617316,"gmtModify":1676536528940,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576472032670521","authorIdStr":"3576472032670521"},"themes":[],"htmlText":"Let me know if you need help to like and comment cheers&nbsp;","listText":"Let me know if you need help to like and comment cheers&nbsp;","text":"Let me know if you need help to like and comment cheers","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/9995558698","repostId":"2262012959","repostType":4,"repost":{"id":"2262012959","kind":"highlight","pubTimestamp":1661482172,"share":"https://ttm.financial/m/news/2262012959?lang=&edition=fundamental","pubTime":"2022-08-26 10:49","market":"us","language":"en","title":"Is Amazon Stock Still a Buy After Shutting Down Its Healthcare Service?","url":"https://stock-news.laohu8.com/highlight/detail?id=2262012959","media":"Motley Fool","summary":"Amazon Care's days are numbered.","content":"<html><head></head><body><p>In his 2018 letter to shareholders, <b>Amazon</b> founder and then CEO Jeff Bezos explained why taking bold risks would remain a vital component of the e-commerce titan&#39;s growth strategy.</p><p>&#34;If the size of your failures isn&#39;t growing, you&#39;re not going to be inventing at a size that can actually move the needle,&#34; Bezos said. &#34;Amazon will be experimenting at the right scale for a company of our size if we occasionally have multibillion-dollar failures.&#34;</p><p>Bezos&#39; hand-picked successor, Andy Jassy, has embraced this spirit of risk-taking. But Jassy and his lieutenants have also been quick to recognize failure.</p><p>Amazon Health Services senior vice president Neil Lindsay acknowledged Amazon&#39;s latest misstep in a memo to the division&#39;s employees on Wednesday.  Lindsay said the company will shutter Amazon Care, its urgent and primary care service, on Dec. 31.</p><p>It&#39;s not clear if Amazon&#39;s losses on its latest healthcare experiment will reach into the billions of dollars, but Amazon Care was certainly a major initiative for the company. Amazon Care debuted in 2019 as a service for Amazon&#39;s own employees. Its telehealth offerings and in-home care options from traveling nurses became popular, prompting Amazon to offer the service to other companies.</p><p>The initiative appeared to be progressing. Amazon landed some marquee customers, such as upscale hotel chain <b>Hilton Worldwide Holdings</b>. In February, Amazon announced its plans to roll out Amazon Care nationwide.</p><p>Yet cracks began to surface. Earlier this month, the <i>Washington Post</i> reported that Amazon&#39;s obsession with customer satisfaction and efficiency was making it difficult for it to follow medical best practices proposed by healthcare professionals. <i>The</i> <i>Washington Post </i>also noted that a shortage of nurses was further crimping Amazon&#39;s expansion plans.</p><p>Still, Lindsay&#39;s memo came as a surprise. Jassy highlighted Amazon Care as an example of &#34;iterative innovation&#34; in his letter to shareholders in April. In July, Amazon struck a deal to acquire primary care chain <b>One Medical</b> for roughly $3.9 billion, further signaling the company&#39;s growing healthcare ambitions. Amazon is also reportedly attempting to acquire home health services provider <b>Signify Health</b>, according to <i>The</i> <i>Wall Street Journal</i>.</p><p>It now appears that Amazon is planning to use acquisitions to alter course, rather than beef up its Amazon Care offerings.</p><p>&#34;We&#39;ve gathered and listened to extensive feedback from our enterprise customers and their employees, and evolved the service to continuously improve the experience for customers,&#34; Lindsay said. &#34;However, despite these efforts, we&#39;ve determined that Amazon Care isn&#39;t the right long-term solution for our enterprise customers.&#34;</p><p>Yet Amazon Care&#39;s setbacks will not result in a total loss. Like it&#39;s done many times in the past, Amazon will apply the lessons from its Amazon Care experiment to its future healthcare endeavors.</p><p>&#34;As we take our learnings from Amazon Care, we will continue to invent, learn from our customers and industry partners, and hold ourselves to the highest standards as we further help reimagine the future of healthcare,&#34; Lindsay said.</p><h2>So, is Amazon stock still a buy?</h2><p>Although Amazon Care&#39;s failure is disappointing, there&#39;s no reason to panic. Amazon derives most of its sales from its e-commerce operations and most of its profits from its cloud computing division. Healthcare is an intriguing opportunity, but it&#39;s not central to Amazon&#39;s business.</p><p>Thus, there&#39;s no need for investors to rush to sell Amazon&#39;s stock. If you thought Amazon&#39;s stock was a buy before this Amazon Care news broke, there&#39;s little reason to alter your bullish view of the e-commerce and cloud computing titan.</p><p>Moreover, shutting down Amazon Care could make it easier for Amazon to gain regulatory approval for its pending acquisition of One Medical. Amazon likely views One Medical&#39;s convenient primary care model as a superior approach with a greater likelihood of long-term success. Amazon could thus be taking one step backward to take two steps forward with its healthcare ambitions.</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>Is Amazon Stock Still a Buy After Shutting Down Its Healthcare Service?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Amazon Stock Still a Buy After Shutting Down Its Healthcare Service?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-26 10:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/25/is-amazon-stock-a-buy-shutting-down-amazon-care/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In his 2018 letter to shareholders, Amazon founder and then CEO Jeff Bezos explained why taking bold risks would remain a vital component of the e-commerce titan's growth strategy.\"If the size of your...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/25/is-amazon-stock-a-buy-shutting-down-amazon-care/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/08/25/is-amazon-stock-a-buy-shutting-down-amazon-care/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2262012959","content_text":"In his 2018 letter to shareholders, Amazon founder and then CEO Jeff Bezos explained why taking bold risks would remain a vital component of the e-commerce titan's growth strategy.\"If the size of your failures isn't growing, you're not going to be inventing at a size that can actually move the needle,\" Bezos said. \"Amazon will be experimenting at the right scale for a company of our size if we occasionally have multibillion-dollar failures.\"Bezos' hand-picked successor, Andy Jassy, has embraced this spirit of risk-taking. But Jassy and his lieutenants have also been quick to recognize failure.Amazon Health Services senior vice president Neil Lindsay acknowledged Amazon's latest misstep in a memo to the division's employees on Wednesday.  Lindsay said the company will shutter Amazon Care, its urgent and primary care service, on Dec. 31.It's not clear if Amazon's losses on its latest healthcare experiment will reach into the billions of dollars, but Amazon Care was certainly a major initiative for the company. Amazon Care debuted in 2019 as a service for Amazon's own employees. Its telehealth offerings and in-home care options from traveling nurses became popular, prompting Amazon to offer the service to other companies.The initiative appeared to be progressing. Amazon landed some marquee customers, such as upscale hotel chain Hilton Worldwide Holdings. In February, Amazon announced its plans to roll out Amazon Care nationwide.Yet cracks began to surface. Earlier this month, the Washington Post reported that Amazon's obsession with customer satisfaction and efficiency was making it difficult for it to follow medical best practices proposed by healthcare professionals. The Washington Post also noted that a shortage of nurses was further crimping Amazon's expansion plans.Still, Lindsay's memo came as a surprise. Jassy highlighted Amazon Care as an example of \"iterative innovation\" in his letter to shareholders in April. In July, Amazon struck a deal to acquire primary care chain One Medical for roughly $3.9 billion, further signaling the company's growing healthcare ambitions. Amazon is also reportedly attempting to acquire home health services provider Signify Health, according to The Wall Street Journal.It now appears that Amazon is planning to use acquisitions to alter course, rather than beef up its Amazon Care offerings.\"We've gathered and listened to extensive feedback from our enterprise customers and their employees, and evolved the service to continuously improve the experience for customers,\" Lindsay said. \"However, despite these efforts, we've determined that Amazon Care isn't the right long-term solution for our enterprise customers.\"Yet Amazon Care's setbacks will not result in a total loss. Like it's done many times in the past, Amazon will apply the lessons from its Amazon Care experiment to its future healthcare endeavors.\"As we take our learnings from Amazon Care, we will continue to invent, learn from our customers and industry partners, and hold ourselves to the highest standards as we further help reimagine the future of healthcare,\" Lindsay said.So, is Amazon stock still a buy?Although Amazon Care's failure is disappointing, there's no reason to panic. Amazon derives most of its sales from its e-commerce operations and most of its profits from its cloud computing division. Healthcare is an intriguing opportunity, but it's not central to Amazon's business.Thus, there's no need for investors to rush to sell Amazon's stock. If you thought Amazon's stock was a buy before this Amazon Care news broke, there's little reason to alter your bullish view of the e-commerce and cloud computing titan.Moreover, shutting down Amazon Care could make it easier for Amazon to gain regulatory approval for its pending acquisition of One Medical. Amazon likely views One Medical's convenient primary care model as a superior approach with a greater likelihood of long-term success. Amazon could thus be taking one step backward to take two steps forward with its healthcare ambitions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107063207857540","authorId":"4107063207857540","name":"LuckyPiggie","avatar":"https://community-static.tradeup.com/news/33330ac1fe6d6c956e10045c870d6f46","crmLevel":6,"crmLevelSwitch":1,"idStr":"4107063207857540","authorIdStr":"4107063207857540"},"content":"post some new comments [Grin]","text":"post some new comments [Grin]","html":"post some new comments [Grin]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324943035,"gmtCreate":1615956338627,"gmtModify":1704788911381,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576472032670521","authorIdStr":"3576472032670521"},"themes":[],"htmlText":"who needs like and comment today? ?","listText":"who needs like and comment today? ?","text":"who needs like and comment today? ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/324943035","repostId":"1107740379","repostType":4,"repost":{"id":"1107740379","kind":"news","pubTimestamp":1615949781,"share":"https://ttm.financial/m/news/1107740379?lang=&edition=fundamental","pubTime":"2021-03-17 10:56","market":"us","language":"en","title":"5 sturdy value stocks to protect your portfolio from rising interest rates","url":"https://stock-news.laohu8.com/highlight/detail?id=1107740379","media":"MarketWatch","summary":"Johnson & Johnson, General Motors and three other companies have high intrinsic value and catalysts that bode well for a post-pandemic world.It’s hard to imagine that the benchmark Treasury bond yielding halfway between 1% and 2% would cause panic in the stock market, but that’s exactly what’s happened.U.S. Treasurys, which are used as a reference rate for all kinds of loans, stood at over 13% some 40 years ago and almost 5% in 2001.But considering where Treasurys have been lately, it’s importan","content":"<p>Johnson &amp; Johnson, General Motors and three other companies have high intrinsic value and catalysts that bode well for a post-pandemic world.</p>\n<p>It’s hard to imagine that the benchmark Treasury bond yielding halfway between 1% and 2% would cause panic in the stock market, but that’s exactly what’s happened.</p>\n<p>U.S. Treasurys, which are used as a reference rate for all kinds of loans, stood at over 13% some 40 years ago and almost 5% in 2001.</p>\n<p>But considering where Treasurys have been lately, it’s important to remember that low and high are relative terms. As recently as last summer, 10-year Treasurys&nbsp;commanded a 0.5% rate. That means interest rates have tripled in less than a year.</p>\n<p>Rapid changes like that can have a real impact on your portfolio. Consider that the massive iShares Core U.S. Aggregate Bond ETF,which has $85 billion under management, has dipped 4% already this year even as the S&amp;P 500 Index&nbsp;of the largest U.S. stocks has powered 5% higher.</p>\n<p>Some analysts predict&nbsp;rates are only getting started, thanks to stimulus checks, government spending and the long-shot chance of tighter policies from the Federal Reserve later this year.</p>\n<p>If you want to insulate your portfolio from rising rates, here are five low-risk value stocks that could see you through any choppiness in the months ahead.</p>\n<p><b>Bank of America</b></p>\n<p>Historically, increases in interest rates mean expanding profit margins for the financial sector. And Bank of America,&nbsp;the second-largest U.S. bank by assets, has a massive scale that is sure to pay off as rates rise.</p>\n<p>The stock isn’t just seeing momentum recently because of the prospect of higher rates. The shares are up almost 60% in the past 12 months since the COVID-19 lows of 2020, outperforming the S&amp;P 500 in the same period.&nbsp; It’s also riding an impressive streak of earnings reports, topping Wall Street expectations in 15 of the last 16 quarters.</p>\n<p>Adding to the appeal is that at the end of 2020 iconic investor Warren Buffett and his Berkshire Hathaway&nbsp;investment company pumped more than&nbsp;$2 billioninto Bank of America’s stock to push the stake up to nearly 12% of the entire company. That puts BofA as the No. 2 position in Berkshire’s portfolio, behind&nbsp;only tech giant Apple,and giving the stock a huge vote of confidence. What’s more, Buffett &amp; Co. sought approval from the Federal Reserve to double that already massive investment, up to a total of&nbsp;24.9%&nbsp;of Bank of America’s outstanding shares.</p>\n<p>Adjusted for splits, BofA stock is back to levels not seen since 2008, before the financial crisis sent shares to low single digits and resulted in a dividend reduction to just a penny per share. The combination of a rising rate environment, strong institutional buying pressure and massive scale make this stock a stable investment that investors may want to look into.</p>\n<p><b>Johnson &amp; Johnson</b></p>\n<p>Another mega-cap stock that should be a familiar favorite of value investors, Johnson &amp; Johnson&nbsp;stands out because of a combination of intrinsic value and specific factors that should help it thrive despite the challenges of 2021.</p>\n<p>J&amp;J is one of only&nbsp;two&nbsp;S&amp;P&nbsp;500 companies (tech giant Microsoft&nbsp;is the other) with a perfect&nbsp;AAA credit rating.&nbsp;It’s also among the 10 largest U.S. companies by market cap, boasts $25 billion in cash and tallies more than $20 billion in annual operating cash flow. When it comes to stability and tangible value on the balance sheet, it’s hard to top this health-care giant.</p>\n<p>In 2021, there are also a few factors that should help J&amp;J power even higher. While it is too big and stable to get quite the short-term momentum of a stock like Moderna&nbsp;or Novavax,J&amp;J is set to benefit from a nice tailwind thanks to the fact its own single-dose coronavirus vaccine received&nbsp;Emergency Use Authorization&nbsp;from the U.S. Food and Drug Administration in late February.</p>\n<p>Johnson &amp; Johnson has a tremendous portfolio of health-care products to fall back on beyond the vaccine, including over-the-counter medication like Tylenol and its eponymous baby-care products, prescription drugs and medical devices. If you want a “sure thing” stock in an uncertain market environment, it could be hard to find a better candidate than JNJ.</p>\n<p><b>Walmart</b></p>\n<p>Keeping with the theme of tremendous scale, big box retailer Walmart&nbsp;is a $380 billion powerhouse that recorded more than $36 billion in operating cash flow last fiscal year. It’s up nearly 50% from its 2020 lows, outperforming the major stock market indexes in the same period, thanks in part to selling groceries and household goods that have remained in strong demand despite disruptions to other spending categories.</p>\n<p>This bodes well for the stability of Walmart going forward, as these categories should remain strong for the foreseeable future. Furthermore, the pandemic forced WMT to increase its already impressive digital penetration with customers and accelerated its membership platform Walmart+. This service, at $12 a month or $98 a year, allows for free next-day shipping with no minimum orders and free-from-store delivery for orders of at least $35. There’s even a 5-cent saving on gasoline for members, making this program seem like as good of a value as WMT stock itself.</p>\n<p>The icing on the cake is an impressive track record of 48 years of consecutive dividend increase that proves Walmart isn’t just a reliable source of income but also a stock that’s committed to its shareholders. Dividends are a tangible sign of real value in a stock, as you have to have regular and material profits to back them up, and a long history of increase shows long-term value investors can depend on WMT regardless of short-term ups and downs for the U.S. economy.</p>\n<p><b>CVS</b></p>\n<p>Though you may think of CVS&nbsp;as simply a retailer of a different sort, the reality is that CVS has become much more than a drugstore in 2021. Over the past few years, an investment in acute care and vaccination services in-store has paid off big time as CVS is now a critical part of the vaccine rollout in the U.S. In fact, a recent Wall Street Journal report noted the company has delivered over&nbsp;3 million vaccines.</p>\n<p>That’s a short-term opportunity, to be sure. But more importantly, it has brought all those customers into its store and signed many of them up for marketing updates or its ExtraCare rewards program to keep them coming back over the long haul.</p>\n<p>Speaking of the long haul, investors should not be fooled into thinking this is just a vaccine play. CVS has been shrewd in recent years, growing into a dominant provider of pharmacy benefit management solutions&nbsp; and even acquiring primary care insurance provider&nbsp;Aetna in 2018. These operations ensure CVS thrives whether individual patients come in to their brick-and-mortar stores with a prescription or not. In fact, under the Global Industry Classification Standard the stock is grouped into “health-care plans” with other stocks like Cigna&nbsp;and UnitedHealthGroup&nbsp;and not with retailers.</p>\n<p>The kicker is that CVS has a forward price-to-earnings ratio of about 9 right now, less than half that of the S&amp;P 500’s 22, and well below peers like UNH in its industry group that are around 20. With a health-care focus that insulates it from rates and an attractive valuation, CVS is worth a look.</p>\n<p><b>General Motors</b></p>\n<p>I made the case for General Motors&nbsp;earlier this year in a&nbsp;MarketWatch column. And with shares up about 40% year-to-date, it’s worth repeating that call here as GM has a lot of intrinsic value and remains at an attractive price even after this run.</p>\n<p>Case in point: GM is sitting on a forward P/E of less than 7, compared with 11 for Toyota&nbsp;and about 22 for the market at large.</p>\n<p>You might say that’s because the market is discounting GM’s stock for a lack of innovation in the age of electric vehicles. But the truth is that GM is actually running with the pack of EV manfucaturers quite well. Its new&nbsp;Ultium battery power system&nbsp;is modular, allowing it to grow quickly into the many vehicle lines offered by this legacy automaker, and its BrightDrop subsidiary continues to innovate with developments include a&nbsp;250-mile range delivery van. GM has publicly pledged to have a 100% electric portfolio by 2035, and is well on its way to that long-term goal.</p>\n<p>Now, you may write off this promise as the desperate public relations campaign of a company that has already been eclipsed by Tesla.But GM has one big thing Tesla doesn’t — a mature manufacturing operation that cranks out 7.7 million vehicles a year, and property and equipment valued at almost $80 billion, according to SEC filings.</p>\n<p>Yes, the pandemic has created short-term disruptions for the automaker. And yes, there is long-term risk of missing out on the EV revolution. But GM has a ton of intrinsic value right now. And if rates are rising thanks to an economic recovery, you can expect folks to eagerly spend on GM vehicles rather than pay more in financing costs or sticker price later.</p>","source":"market_watch","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>5 sturdy value stocks to protect your portfolio from rising interest rates</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\">\n5 sturdy value stocks to protect your portfolio from rising interest rates\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-17 10:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/five-sturdy-value-stocks-to-protect-your-portfolio-from-rising-interest-rates-11615897033?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Johnson & Johnson, General Motors and three other companies have high intrinsic value and catalysts that bode well for a post-pandemic world.\nIt’s hard to imagine that the benchmark Treasury bond ...</p>\n\n<a href=\"https://www.marketwatch.com/story/five-sturdy-value-stocks-to-protect-your-portfolio-from-rising-interest-rates-11615897033?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JNJ":"强生","BAC":"美国银行","CVS":"西维斯健康","GM":"通用汽车","WMT":"沃尔玛"},"source_url":"https://www.marketwatch.com/story/five-sturdy-value-stocks-to-protect-your-portfolio-from-rising-interest-rates-11615897033?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1107740379","content_text":"Johnson & Johnson, General Motors and three other companies have high intrinsic value and catalysts that bode well for a post-pandemic world.\nIt’s hard to imagine that the benchmark Treasury bond yielding halfway between 1% and 2% would cause panic in the stock market, but that’s exactly what’s happened.\nU.S. Treasurys, which are used as a reference rate for all kinds of loans, stood at over 13% some 40 years ago and almost 5% in 2001.\nBut considering where Treasurys have been lately, it’s important to remember that low and high are relative terms. As recently as last summer, 10-year Treasurys commanded a 0.5% rate. That means interest rates have tripled in less than a year.\nRapid changes like that can have a real impact on your portfolio. Consider that the massive iShares Core U.S. Aggregate Bond ETF,which has $85 billion under management, has dipped 4% already this year even as the S&P 500 Index of the largest U.S. stocks has powered 5% higher.\nSome analysts predict rates are only getting started, thanks to stimulus checks, government spending and the long-shot chance of tighter policies from the Federal Reserve later this year.\nIf you want to insulate your portfolio from rising rates, here are five low-risk value stocks that could see you through any choppiness in the months ahead.\nBank of America\nHistorically, increases in interest rates mean expanding profit margins for the financial sector. And Bank of America, the second-largest U.S. bank by assets, has a massive scale that is sure to pay off as rates rise.\nThe stock isn’t just seeing momentum recently because of the prospect of higher rates. The shares are up almost 60% in the past 12 months since the COVID-19 lows of 2020, outperforming the S&P 500 in the same period.  It’s also riding an impressive streak of earnings reports, topping Wall Street expectations in 15 of the last 16 quarters.\nAdding to the appeal is that at the end of 2020 iconic investor Warren Buffett and his Berkshire Hathaway investment company pumped more than $2 billioninto Bank of America’s stock to push the stake up to nearly 12% of the entire company. That puts BofA as the No. 2 position in Berkshire’s portfolio, behind only tech giant Apple,and giving the stock a huge vote of confidence. What’s more, Buffett & Co. sought approval from the Federal Reserve to double that already massive investment, up to a total of 24.9% of Bank of America’s outstanding shares.\nAdjusted for splits, BofA stock is back to levels not seen since 2008, before the financial crisis sent shares to low single digits and resulted in a dividend reduction to just a penny per share. The combination of a rising rate environment, strong institutional buying pressure and massive scale make this stock a stable investment that investors may want to look into.\nJohnson & Johnson\nAnother mega-cap stock that should be a familiar favorite of value investors, Johnson & Johnson stands out because of a combination of intrinsic value and specific factors that should help it thrive despite the challenges of 2021.\nJ&J is one of only two S&P 500 companies (tech giant Microsoft is the other) with a perfect AAA credit rating. It’s also among the 10 largest U.S. companies by market cap, boasts $25 billion in cash and tallies more than $20 billion in annual operating cash flow. When it comes to stability and tangible value on the balance sheet, it’s hard to top this health-care giant.\nIn 2021, there are also a few factors that should help J&J power even higher. While it is too big and stable to get quite the short-term momentum of a stock like Moderna or Novavax,J&J is set to benefit from a nice tailwind thanks to the fact its own single-dose coronavirus vaccine received Emergency Use Authorization from the U.S. Food and Drug Administration in late February.\nJohnson & Johnson has a tremendous portfolio of health-care products to fall back on beyond the vaccine, including over-the-counter medication like Tylenol and its eponymous baby-care products, prescription drugs and medical devices. If you want a “sure thing” stock in an uncertain market environment, it could be hard to find a better candidate than JNJ.\nWalmart\nKeeping with the theme of tremendous scale, big box retailer Walmart is a $380 billion powerhouse that recorded more than $36 billion in operating cash flow last fiscal year. It’s up nearly 50% from its 2020 lows, outperforming the major stock market indexes in the same period, thanks in part to selling groceries and household goods that have remained in strong demand despite disruptions to other spending categories.\nThis bodes well for the stability of Walmart going forward, as these categories should remain strong for the foreseeable future. Furthermore, the pandemic forced WMT to increase its already impressive digital penetration with customers and accelerated its membership platform Walmart+. This service, at $12 a month or $98 a year, allows for free next-day shipping with no minimum orders and free-from-store delivery for orders of at least $35. There’s even a 5-cent saving on gasoline for members, making this program seem like as good of a value as WMT stock itself.\nThe icing on the cake is an impressive track record of 48 years of consecutive dividend increase that proves Walmart isn’t just a reliable source of income but also a stock that’s committed to its shareholders. Dividends are a tangible sign of real value in a stock, as you have to have regular and material profits to back them up, and a long history of increase shows long-term value investors can depend on WMT regardless of short-term ups and downs for the U.S. economy.\nCVS\nThough you may think of CVS as simply a retailer of a different sort, the reality is that CVS has become much more than a drugstore in 2021. Over the past few years, an investment in acute care and vaccination services in-store has paid off big time as CVS is now a critical part of the vaccine rollout in the U.S. In fact, a recent Wall Street Journal report noted the company has delivered over 3 million vaccines.\nThat’s a short-term opportunity, to be sure. But more importantly, it has brought all those customers into its store and signed many of them up for marketing updates or its ExtraCare rewards program to keep them coming back over the long haul.\nSpeaking of the long haul, investors should not be fooled into thinking this is just a vaccine play. CVS has been shrewd in recent years, growing into a dominant provider of pharmacy benefit management solutions  and even acquiring primary care insurance provider Aetna in 2018. These operations ensure CVS thrives whether individual patients come in to their brick-and-mortar stores with a prescription or not. In fact, under the Global Industry Classification Standard the stock is grouped into “health-care plans” with other stocks like Cigna and UnitedHealthGroup and not with retailers.\nThe kicker is that CVS has a forward price-to-earnings ratio of about 9 right now, less than half that of the S&P 500’s 22, and well below peers like UNH in its industry group that are around 20. With a health-care focus that insulates it from rates and an attractive valuation, CVS is worth a look.\nGeneral Motors\nI made the case for General Motors earlier this year in a MarketWatch column. And with shares up about 40% year-to-date, it’s worth repeating that call here as GM has a lot of intrinsic value and remains at an attractive price even after this run.\nCase in point: GM is sitting on a forward P/E of less than 7, compared with 11 for Toyota and about 22 for the market at large.\nYou might say that’s because the market is discounting GM’s stock for a lack of innovation in the age of electric vehicles. But the truth is that GM is actually running with the pack of EV manfucaturers quite well. Its new Ultium battery power system is modular, allowing it to grow quickly into the many vehicle lines offered by this legacy automaker, and its BrightDrop subsidiary continues to innovate with developments include a 250-mile range delivery van. GM has publicly pledged to have a 100% electric portfolio by 2035, and is well on its way to that long-term goal.\nNow, you may write off this promise as the desperate public relations campaign of a company that has already been eclipsed by Tesla.But GM has one big thing Tesla doesn’t — a mature manufacturing operation that cranks out 7.7 million vehicles a year, and property and equipment valued at almost $80 billion, according to SEC filings.\nYes, the pandemic has created short-term disruptions for the automaker. And yes, there is long-term risk of missing out on the EV revolution. But GM has a ton of intrinsic value right now. And if rates are rising thanks to an economic recovery, you can expect folks to eagerly spend on GM vehicles rather than pay more in financing costs or sticker price later.","news_type":1},"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}