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2021-04-03

I think there will be another 2 to 3 market corrections this year. What do u think?

How Likely Is a Stock Market Crash?

2022-04-29

Just buy TSLA!!!

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2022-02-17

Thanks for the bad news. Let it dip so that I can buy more. 🤣

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2021-04-03

Good news for Tesla investors! ?

Tesla Q1 2021 Vehicle Production & Deliveries

2021-07-16

Scam…hold AMC! ?

It's Game Over for AMC, but These Stocks Can Still Go to the Moon

2021-06-21

Nio ???

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2022-04-29

Just buy TSLA!!!

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2021-08-04

Buy at below $140

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2021-06-21

Good alerts

Nike, FedEx, Johnson & Johnson, Darden, and Other Stocks for Investors to Watch This Week

2021-04-03

Another Tesla good news from will boost the investor sentiment.

Strong Tesla sales are a 'drop the mic' moment, analyst says

2021-07-23

Buy the dips $TSLA ???

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2021-06-21

Let’s gooo!

Nvidia Is A Real Threat, But AMD Has Proven Its Mettle

2021-06-20

Is this a scare tactics for the retail investors to sell their meme stocks?

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2021-04-12

These 3 stocks are good for long term hold.

3 Cathie Wood Stocks That Are Better Than Bitcoin

2021-04-06

I’m bullish on Tesla. The new deliveries broke expectations. This is good news for Tesla investors. Ithink Tesla should hit $900 to $1000 by end of 2021.

Can Tesla Stock Drive to $1,000?

2021-03-21

Economy will be better and more people are spending money.

Powell says Fed will keep supporting economy ‘for as long as it takes’

2022-04-11

Buy!!!!! 🔥🔥🔥

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2021-07-22

LetsGooo #Bitcoin ???

Cryptocurrency-related stocks soar in premarket trading

2021-07-15

Diversify your portfolio and u should be fine.

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2021-06-18

What is the target price?

Alibaba Stock: The Bottoming Process Looks To Be Forming Already

Go to Tiger App to see more news

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buy TSLA!!!","listText":"Just buy TSLA!!!","text":"Just buy TSLA!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069932161","repostId":"1149581659","repostType":2,"repost":{"id":"1149581659","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1651211584,"share":"https://ttm.financial/m/news/1149581659?lang=&edition=fundamental","pubTime":"2022-04-29 13:53","market":"us","language":"en","title":"Cathie Wood Sells $8.8M More Of Tesla Stock On The Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=1149581659","media":"Benzinga","summary":"Cathie Wood-led Ark Investment Management on Thursday sold more shares in $Tesla Inc $.The popular money managing firm sold 10,035 shares, estimated to be worth $8.8 million, in the Musk-led company on Thursday.Tesla shares, which have plunged 20% in the past month, closed 0.45% lower at $877.5 on Thursday. Shares of the company are down about 27% year-to-date.St. Petersburg, Florida-based Ark Invest owns shares in Tesla through three of its six actively traded exchange funds: Ark Innovation ETF","content":"<html><head></head><body><p>Cathie Wood-led Ark Investment Management on Thursday sold more shares in <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc </a>.</p><p>The popular money managing firm sold 10,035 shares, estimated to be worth $8.8 million, in the Musk-led company on Thursday.</p><p>Tesla shares, which have plunged 20% in the past month, closed 0.45% lower at $877.5 on Thursday. 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The EV maker is not involved in the deal.</p><p>Ark has been booking profit in Tesla every time it rises higher, around the $1,000 level or beyond.</p><p>Wood bought Tesla shares in January, breaking Ark&#39;s months-long profit-booking spree when shares had plunged 11% on a single trading day.</p><p>Earlier this month Ark Invest assigned a wilder price target of $4,600 on Tesla by 2026, up from a prior estimate of $3,000 by 2025.</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>Cathie Wood Sells $8.8M More Of Tesla Stock On The Dip</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Sells $8.8M More Of Tesla Stock On The Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-04-29 13:53</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Cathie Wood-led Ark Investment Management on Thursday sold more shares in <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc </a>.</p><p>The popular money managing firm sold 10,035 shares, estimated to be worth $8.8 million, in the Musk-led company on Thursday.</p><p>Tesla shares, which have plunged 20% in the past month, closed 0.45% lower at $877.5 on Thursday. Shares of the company are down about 27% year-to-date.</p><p>St. Petersburg, Florida-based Ark Invest owns shares in Tesla through three of its six actively traded exchange funds: Ark Innovation ETF (NYSE: ARKK), Ark Autonomous Technology &amp; Robotics ETF (BATS: ARKQ), and Ark Next Generation Internet ETF (NYSE: ARKW).</p><p>The three ETFs held 1.31 million shares worth $1.15 billion in Tesla before Thursday’s trade.</p><p>Tesla shares were targeted by speculators earlier this week after Musk declined to disclose the source of funding for his Twitter purchase. The EV maker is not involved in the deal.</p><p>Ark has been booking profit in Tesla every time it rises higher, around the $1,000 level or beyond.</p><p>Wood bought Tesla shares in January, breaking Ark&#39;s months-long profit-booking spree when shares had plunged 11% on a single trading day.</p><p>Earlier this month Ark Invest assigned a wilder price target of $4,600 on Tesla by 2026, up from a prior estimate of $3,000 by 2025.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149581659","content_text":"Cathie Wood-led Ark Investment Management on Thursday sold more shares in Tesla Inc .The popular money managing firm sold 10,035 shares, estimated to be worth $8.8 million, in the Musk-led company on Thursday.Tesla shares, which have plunged 20% in the past month, closed 0.45% lower at $877.5 on Thursday. Shares of the company are down about 27% year-to-date.St. Petersburg, Florida-based Ark Invest owns shares in Tesla through three of its six actively traded exchange funds: Ark Innovation ETF (NYSE: ARKK), Ark Autonomous Technology & Robotics ETF (BATS: ARKQ), and Ark Next Generation Internet ETF (NYSE: ARKW).The three ETFs held 1.31 million shares worth $1.15 billion in Tesla before Thursday’s trade.Tesla shares were targeted by speculators earlier this week after Musk declined to disclose the source of funding for his Twitter purchase. The EV maker is not involved in the deal.Ark has been booking profit in Tesla every time it rises higher, around the $1,000 level or beyond.Wood bought Tesla shares in January, breaking Ark's months-long profit-booking spree when shares had plunged 11% on a single trading day.Earlier this month Ark Invest assigned a wilder price target of $4,600 on Tesla by 2026, up from a prior estimate of $3,000 by 2025.","news_type":1},"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060772498,"gmtCreate":1651197924496,"gmtModify":1676534869178,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"Just buy TSLA!!!&nbsp;","listText":"Just buy TSLA!!!&nbsp;","text":"Just buy TSLA!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060772498","repostId":"2231940479","repostType":2,"repost":{"id":"2231940479","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":1651197162,"share":"https://ttm.financial/m/news/2231940479?lang=&edition=fundamental","pubTime":"2022-04-29 09:52","market":"us","language":"en","title":"Elon Musk Sold Around $4 Billion Worth Of Tesla Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2231940479","media":"Tiger Newspress","summary":"Elon Musk sold about $4 billion worth of Tesla Inc. shares after announcing a blockbuster $44 billio","content":"<html><head></head><body><p>Elon Musk sold about $4 billion worth of <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc.</a> shares after announcing a blockbuster $44 billion deal to buy <a href=\"https://laohu8.com/S/TWTR\">Twitter Inc.</a>.</p><p>Tesla’s chief executive officer offloaded about 4.4 million shares on April 26 and April 27, filings showed late Thursday. Wall Street analysts and investors in the electric carmaker suspected that Musk may need to sell some stock to cover the $21 billion equity portion of the transaction that he’s personally guaranteed.</p><p>Musk tweeted shortly after the filings were made public that he has “no further Tesla sales planned after today.”</p><p>Musk and Twitter reached an agreement on Monday for the world’s richest man to buy the social media company. His quest raises several “key man risk” issues for Tesla, where Musk has been CEO since 2008 and has long been the largest shareholder. Meanwhile, confirmation of his sales may unnerve shareholders, scores of whom are retail investors.</p><p>Tesla shares fell 12% on April 26, the most since September 2020, and were little changed in the following two sessions, with the stock closing Thursday at $877.51. Another $12.5 billion of Musk’s deal for Twitter is secured by his Tesla stake.</p><p>“It’s a brutal cycle for Tesla investors to navigate and casts a shadow on the name with Musk selling more stock,” said Dan Ives of Wedbush. “The Twitter deal is becoming an albatross for Tesla’s stock and this pours gasoline on the raging fire.”</p><p>Twitter shares closed Thursday at $49.11, short of the $54.20 that investors will receive for each share they own under the company’s deal with Musk.</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>Elon Musk Sold Around $4 Billion Worth Of Tesla Shares</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\">\nElon Musk Sold Around $4 Billion Worth Of Tesla Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-29 09:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Elon Musk sold about $4 billion worth of <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc.</a> shares after announcing a blockbuster $44 billion deal to buy <a href=\"https://laohu8.com/S/TWTR\">Twitter Inc.</a>.</p><p>Tesla’s chief executive officer offloaded about 4.4 million shares on April 26 and April 27, filings showed late Thursday. Wall Street analysts and investors in the electric carmaker suspected that Musk may need to sell some stock to cover the $21 billion equity portion of the transaction that he’s personally guaranteed.</p><p>Musk tweeted shortly after the filings were made public that he has “no further Tesla sales planned after today.”</p><p>Musk and Twitter reached an agreement on Monday for the world’s richest man to buy the social media company. His quest raises several “key man risk” issues for Tesla, where Musk has been CEO since 2008 and has long been the largest shareholder. Meanwhile, confirmation of his sales may unnerve shareholders, scores of whom are retail investors.</p><p>Tesla shares fell 12% on April 26, the most since September 2020, and were little changed in the following two sessions, with the stock closing Thursday at $877.51. Another $12.5 billion of Musk’s deal for Twitter is secured by his Tesla stake.</p><p>“It’s a brutal cycle for Tesla investors to navigate and casts a shadow on the name with Musk selling more stock,” said Dan Ives of Wedbush. “The Twitter deal is becoming an albatross for Tesla’s stock and this pours gasoline on the raging fire.”</p><p>Twitter shares closed Thursday at $49.11, short of the $54.20 that investors will receive for each share they own under the company’s deal with Musk.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2231940479","content_text":"Elon Musk sold about $4 billion worth of Tesla Inc. shares after announcing a blockbuster $44 billion deal to buy Twitter Inc..Tesla’s chief executive officer offloaded about 4.4 million shares on April 26 and April 27, filings showed late Thursday. Wall Street analysts and investors in the electric carmaker suspected that Musk may need to sell some stock to cover the $21 billion equity portion of the transaction that he’s personally guaranteed.Musk tweeted shortly after the filings were made public that he has “no further Tesla sales planned after today.”Musk and Twitter reached an agreement on Monday for the world’s richest man to buy the social media company. His quest raises several “key man risk” issues for Tesla, where Musk has been CEO since 2008 and has long been the largest shareholder. Meanwhile, confirmation of his sales may unnerve shareholders, scores of whom are retail investors.Tesla shares fell 12% on April 26, the most since September 2020, and were little changed in the following two sessions, with the stock closing Thursday at $877.51. Another $12.5 billion of Musk’s deal for Twitter is secured by his Tesla stake.“It’s a brutal cycle for Tesla investors to navigate and casts a shadow on the name with Musk selling more stock,” said Dan Ives of Wedbush. “The Twitter deal is becoming an albatross for Tesla’s stock and this pours gasoline on the raging fire.”Twitter shares closed Thursday at $49.11, short of the $54.20 that investors will receive for each share they own under the company’s deal with Musk.","news_type":1},"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014221851,"gmtCreate":1649671349999,"gmtModify":1676534548334,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"Buy!!!!! 🔥🔥🔥","listText":"Buy!!!!! 🔥🔥🔥","text":"Buy!!!!! 🔥🔥🔥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014221851","repostId":"1157417284","repostType":2,"repost":{"id":"1157417284","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":1649665071,"share":"https://ttm.financial/m/news/1157417284?lang=&edition=fundamental","pubTime":"2022-04-11 16:17","market":"us","language":"en","title":"EV Stocks Slipped in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1157417284","media":"Tiger Newspress","summary":"Tesla, Rivian, Lucid, NIO, Xpeng, Li Auto, and Faraday Future fell between 1% and 9%.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, <a href=\"https://laohu8.com/S/RIVN\">Rivian</a>, <a href=\"https://laohu8.com/S/LCID\">Lucid</a>, <a href=\"https://laohu8.com/S/NIO\">NIO</a>, <a href=\"https://laohu8.com/S/XPEV\">Xpeng</a>, <a href=\"https://laohu8.com/S/LI\">Li Auto</a> and Faraday Future fell between 1% and 9%.</p><p><img src=\"https://static.tigerbbs.com/56684459f92d6c5bf7c21fa6bf576e5b\" tg-width=\"480\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks Slipped in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks Slipped in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-11 16:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, <a href=\"https://laohu8.com/S/RIVN\">Rivian</a>, <a href=\"https://laohu8.com/S/LCID\">Lucid</a>, <a href=\"https://laohu8.com/S/NIO\">NIO</a>, <a href=\"https://laohu8.com/S/XPEV\">Xpeng</a>, <a href=\"https://laohu8.com/S/LI\">Li Auto</a> and Faraday Future fell between 1% and 9%.</p><p><img src=\"https://static.tigerbbs.com/56684459f92d6c5bf7c21fa6bf576e5b\" tg-width=\"480\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","LCID":"Lucid Group Inc","TSLA":"特斯拉","RIVN":"Rivian Automotive, Inc.","NKLA":"Nikola Corporation"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157417284","content_text":"Tesla, Rivian, Lucid, NIO, Xpeng, Li Auto and Faraday Future fell between 1% and 9%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094809692,"gmtCreate":1645100513857,"gmtModify":1676533997006,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"Thanks for the bad news. Let it dip so that I can buy more. 🤣","listText":"Thanks for the bad news. Let it dip so that I can buy more. 🤣","text":"Thanks for the bad news. Let it dip so that I can buy more. 🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094809692","repostId":"1156097463","repostType":2,"repost":{"id":"1156097463","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":1645099010,"share":"https://ttm.financial/m/news/1156097463?lang=&edition=fundamental","pubTime":"2022-02-17 19:56","market":"us","language":"en","title":"Tesla Shares Fell 1.29% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1156097463","media":"Tiger Newspress","summary":"Tesla shares fell 1.29% in premarket trading.The National Highway Traffic Safety Administration (NHT","content":"<html><head></head><body><p>Tesla shares fell 1.29% in premarket trading.<img src=\"https://static.tigerbbs.com/c77fc78db8874ae54baa4fb2ac13740f\" tg-width=\"726\" tg-height=\"571\" width=\"100%\" height=\"auto\"/>The National Highway Traffic Safety Administration (NHTSA) said Thursday it is opening a formal investigation into 416,000 Tesla vehicles over reports of unexpected brake activation tied to its driver assistance system Autopilot.</p><p>The preliminary evaluation covers 2021-2022 Tesla Model 3 and Model Y vehicles in the United States after the agency received 354 complaints about the issue over the past nine months. NHTSA said the vehicles under review have a advanced driver assistance system that Tesla calls Autopilot that allows them to brake and steer automatically within its lanes.</p><p>NHTSA said: &#34;Complainants report that the rapid deceleration can occur without warning, at random, and often repeatedly in a single drive cycle.&#34;</p><p>Earlier this month, NHTSA confirmed it was reviewing consumer complaints that Tesla vehicles were activating the brakes unnecessarily. A preliminary evaluation is the first phase before NHTSA could issue a formal recall demand.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Shares Fell 1.29% in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Shares Fell 1.29% in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-17 19:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla shares fell 1.29% in premarket trading.<img src=\"https://static.tigerbbs.com/c77fc78db8874ae54baa4fb2ac13740f\" tg-width=\"726\" tg-height=\"571\" width=\"100%\" height=\"auto\"/>The National Highway Traffic Safety Administration (NHTSA) said Thursday it is opening a formal investigation into 416,000 Tesla vehicles over reports of unexpected brake activation tied to its driver assistance system Autopilot.</p><p>The preliminary evaluation covers 2021-2022 Tesla Model 3 and Model Y vehicles in the United States after the agency received 354 complaints about the issue over the past nine months. NHTSA said the vehicles under review have a advanced driver assistance system that Tesla calls Autopilot that allows them to brake and steer automatically within its lanes.</p><p>NHTSA said: &#34;Complainants report that the rapid deceleration can occur without warning, at random, and often repeatedly in a single drive cycle.&#34;</p><p>Earlier this month, NHTSA confirmed it was reviewing consumer complaints that Tesla vehicles were activating the brakes unnecessarily. A preliminary evaluation is the first phase before NHTSA could issue a formal recall demand.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156097463","content_text":"Tesla shares fell 1.29% in premarket trading.The National Highway Traffic Safety Administration (NHTSA) said Thursday it is opening a formal investigation into 416,000 Tesla vehicles over reports of unexpected brake activation tied to its driver assistance system Autopilot.The preliminary evaluation covers 2021-2022 Tesla Model 3 and Model Y vehicles in the United States after the agency received 354 complaints about the issue over the past nine months. NHTSA said the vehicles under review have a advanced driver assistance system that Tesla calls Autopilot that allows them to brake and steer automatically within its lanes.NHTSA said: \"Complainants report that the rapid deceleration can occur without warning, at random, and often repeatedly in a single drive cycle.\"Earlier this month, NHTSA confirmed it was reviewing consumer complaints that Tesla vehicles were activating the brakes unnecessarily. A preliminary evaluation is the first phase before NHTSA could issue a formal recall demand.","news_type":1},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807557166,"gmtCreate":1628045495455,"gmtModify":1703500199362,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"Buy at below&nbsp;$140&nbsp;","listText":"Buy at below&nbsp;$140&nbsp;","text":"Buy at below $140","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/807557166","repostId":"1175844933","repostType":4,"repost":{"id":"1175844933","pubTimestamp":1628044857,"share":"https://ttm.financial/m/news/1175844933?lang=&edition=fundamental","pubTime":"2021-08-04 10:40","market":"us","language":"en","title":"Apple Stock: Should You Buy It In August?","url":"https://stock-news.laohu8.com/highlight/detail?id=1175844933","media":"TheStreet","summary":"Apple stock climbed in June and followed up with another strong month of performance in July. Will A","content":"<p>Apple stock climbed in June and followed up with another strong month of performance in July. Will August be just as solid for shares of the Cupertino company?</p>\n<p>July has reached its end, and Apple stock&nbsp;climbed for the fourth time in the past five months: up 7% this time. Shares are now solidly in positive territory for the year, after rising an impressive 80%-plus in 2019 and again in 2020.</p>\n<p>However, investors may be feeling a bit uneasy about a slow-to-react share price,following outstanding fiscal Q3 results. Could AAPL continue to move higher in August?</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/661cbd7867b8d51faeb99bbac22e65d3\" tg-width=\"1166\" tg-height=\"680\" width=\"100%\" height=\"auto\"><span>Figure 1: AAPL monthly chart.</span></p>\n<p><b>AAPL: seasonality</b></p>\n<p>It was interesting to see how little Apple moved after delivering one of the best quarters in the company’s history. It seems increasingly obvious that the gains in this stock were front-loaded in June and July, to an extent. This could be a bit concerning for the performance of AAPL in August.</p>\n<p>As the chart below suggests, the current month has historically been one of the best for the stock in the past ten years. This is consistent with the idea that investor sentiment improves 3-6 months ahead of the iPhone launch and holiday season. The harder question to answer, however, is whether the typical optimism in August may have already been priced into shares.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e445a35774320bec1d4ef2c32123d00\" tg-width=\"598\" tg-height=\"147\" width=\"100%\" height=\"auto\"><span>Figure 2: Average monthly return (seasonality).</span></p>\n<p><b>AAPL: thinking longer term</b></p>\n<p>But as I have argued in the past,Apple is probably a better stock to own&nbsp;for the long term, not one to trade. The Cupertino company has managed to shine across all product and geographic segments, both during the pandemic and the early recovery stages. It is hard to build a convincing bear case against the stock that is based on business fundamentals alone.</p>\n<p>The expectations for Apple’s revenues and earnings in 2021 have improved noticeably in the past few weeks, prior to and after fiscal Q3 earnings. What has not is the share price. Better results coupled with stagnant price means that valuations have pulled back.This is good news for those&nbsp;looking for an entry.</p>\n<p>For this reason, I remain on the fence about Apple stock’s performance in August. But regardless of near-term performance, I continue to believe that now is a good time to own shares for the long haul.</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>Apple Stock: Should You Buy It In August?</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 Stock: Should You Buy It In August?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 10:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/apple-stock-should-you-buy-it-in-august><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple stock climbed in June and followed up with another strong month of performance in July. Will August be just as solid for shares of the Cupertino company?\nJuly has reached its end, and Apple ...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/apple-stock-should-you-buy-it-in-august\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/apple-stock-should-you-buy-it-in-august","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175844933","content_text":"Apple stock climbed in June and followed up with another strong month of performance in July. Will August be just as solid for shares of the Cupertino company?\nJuly has reached its end, and Apple stock climbed for the fourth time in the past five months: up 7% this time. Shares are now solidly in positive territory for the year, after rising an impressive 80%-plus in 2019 and again in 2020.\nHowever, investors may be feeling a bit uneasy about a slow-to-react share price,following outstanding fiscal Q3 results. Could AAPL continue to move higher in August?\nFigure 1: AAPL monthly chart.\nAAPL: seasonality\nIt was interesting to see how little Apple moved after delivering one of the best quarters in the company’s history. It seems increasingly obvious that the gains in this stock were front-loaded in June and July, to an extent. This could be a bit concerning for the performance of AAPL in August.\nAs the chart below suggests, the current month has historically been one of the best for the stock in the past ten years. This is consistent with the idea that investor sentiment improves 3-6 months ahead of the iPhone launch and holiday season. The harder question to answer, however, is whether the typical optimism in August may have already been priced into shares.\nFigure 2: Average monthly return (seasonality).\nAAPL: thinking longer term\nBut as I have argued in the past,Apple is probably a better stock to own for the long term, not one to trade. The Cupertino company has managed to shine across all product and geographic segments, both during the pandemic and the early recovery stages. It is hard to build a convincing bear case against the stock that is based on business fundamentals alone.\nThe expectations for Apple’s revenues and earnings in 2021 have improved noticeably in the past few weeks, prior to and after fiscal Q3 earnings. What has not is the share price. Better results coupled with stagnant price means that valuations have pulled back.This is good news for those looking for an entry.\nFor this reason, I remain on the fence about Apple stock’s performance in August. But regardless of near-term performance, I continue to believe that now is a good time to own shares for the long haul.","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809277605,"gmtCreate":1627375620107,"gmtModify":1703488682010,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"Put your&nbsp;Trailing stop loss!&nbsp;","listText":"Put your&nbsp;Trailing stop loss!&nbsp;","text":"Put your Trailing stop loss!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809277605","repostId":"1142907091","repostType":4,"repost":{"id":"1142907091","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":1627373467,"share":"https://ttm.financial/m/news/1142907091?lang=&edition=fundamental","pubTime":"2021-07-27 16:11","market":"us","language":"en","title":"Hot Chinese concept stocks resumed downward in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1142907091","media":"Tiger Newspress","summary":"Hot Chinese concept stocks resumed downward in premarket trading.Bilibili and NetEase fell 7%,DiDi G","content":"<p>Hot Chinese concept stocks resumed downward&nbsp;in premarket trading.Bilibili&nbsp;and&nbsp;NetEase&nbsp;fell&nbsp;7%,DiDi Global,JD.com&nbsp;and&nbsp;Pinduoduo&nbsp;fell&nbsp;6%,Baidu&nbsp;fell&nbsp;5%,Xpeng Motors&nbsp;fell&nbsp;4%,Alibaba,Nio&nbsp;and Li Auto&nbsp;fell&nbsp;3%.</p>\n<p><img src=\"https://static.tigerbbs.com/6d3f423af5595483b1ce34aa42d60cc7\" tg-width=\"355\" tg-height=\"602\" referrerpolicy=\"no-referrer\"></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>Hot Chinese concept stocks resumed downward in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHot Chinese concept stocks resumed downward in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-27 16:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Hot Chinese concept stocks resumed downward&nbsp;in premarket trading.Bilibili&nbsp;and&nbsp;NetEase&nbsp;fell&nbsp;7%,DiDi Global,JD.com&nbsp;and&nbsp;Pinduoduo&nbsp;fell&nbsp;6%,Baidu&nbsp;fell&nbsp;5%,Xpeng Motors&nbsp;fell&nbsp;4%,Alibaba,Nio&nbsp;and Li Auto&nbsp;fell&nbsp;3%.</p>\n<p><img src=\"https://static.tigerbbs.com/6d3f423af5595483b1ce34aa42d60cc7\" tg-width=\"355\" tg-height=\"602\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIDI":"滴滴(已退市)","BABA":"阿里巴巴","XPEV":"小鹏汽车","PDD":"拼多多","LI":"理想汽车","BIDU":"百度","JD":"京东","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142907091","content_text":"Hot Chinese concept stocks resumed downward in premarket trading.Bilibili and NetEase fell 7%,DiDi Global,JD.com and Pinduoduo fell 6%,Baidu fell 5%,Xpeng Motors fell 4%,Alibaba,Nio and Li Auto fell 3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175162491,"gmtCreate":1627014784413,"gmtModify":1703482479818,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"LetsGooo! ???","listText":"LetsGooo! ???","text":"LetsGooo! ???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/175162491","repostId":"1103982181","repostType":2,"repost":{"id":"1103982181","pubTimestamp":1627008412,"share":"https://ttm.financial/m/news/1103982181?lang=&edition=fundamental","pubTime":"2021-07-23 10:46","market":"us","language":"en","title":"Why Investors Who Focus On The Big Picture For This Stock Will 'Fly On Wings'","url":"https://stock-news.laohu8.com/highlight/detail?id=1103982181","media":"Benzinga","summary":"Cleveland-Cliffs Inc (NYSE:CLF) preannounced its quarterly results three times and still beat its pr","content":"<p><b>Cleveland-Cliffs Inc</b>&nbsp;(NYSE:CLF) preannounced its quarterly results three times and still beat its preannouncement.</p>\n<p><b>What Happened:</b>&nbsp;Cleveland-Cliffs reported second-quarter earnings of $1.46&nbsp;per share, which came in below the estimate of $1.55 per share. The company reported quarterly revenue of $5 billion, which came in below the estimate of $5.09 billion.</p>\n<p><b>Lebenthal's Take:</b>Following the company's preannouncements, expectations soared, which led to a worse-than-expected report, Cerity Partners'<b>Jim Lebenthal</b>&nbsp;said Thursday on CNBC's \"Fast Money Halftime Report.\"</p>\n<p>The company expects free cash flow in the coming quarter to total $1.4 billion, which is above the estimate for $1 billion.</p>\n<p>In the next week or two, analysts are going to upgrade their numbers and expectations for the stock, Lebenthal said.</p>\n<p>Next year, the company expects to have zero debt, he said, adding that the company will then be able to return cash back to shareholders.</p>\n<p>Don't get caught up in one quarter and miss the big picture, Lebenthal added: investors who hang around will&nbsp;receive&nbsp;cash and \"fly on wings.\"</p>\n<p>Cleveland-Cliffs is his biggest holding.</p>\n<p><b>CLF Price Action:</b>Cleveland-Cliffs&nbsp;has traded as high as $24.77 and as low as $5.16 over a 52-week period.</p>\n<p>The stock closed at $21.07</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>Why Investors Who Focus On The Big Picture For This Stock Will 'Fly On Wings'</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; 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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\">\nWhy Investors Who Focus On The Big Picture For This Stock Will 'Fly On Wings'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 10:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/long-ideas/21/07/22110706/why-investors-who-focus-on-the-big-picture-for-this-stock-will-fly-on-wings><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cleveland-Cliffs Inc (NYSE:CLF) preannounced its quarterly results three times and still beat its preannouncement.\nWhat Happened: Cleveland-Cliffs reported second-quarter earnings of $1.46 per share, ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/21/07/22110706/why-investors-who-focus-on-the-big-picture-for-this-stock-will-fly-on-wings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CLF":"克利夫兰克里夫"},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/21/07/22110706/why-investors-who-focus-on-the-big-picture-for-this-stock-will-fly-on-wings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103982181","content_text":"Cleveland-Cliffs Inc (NYSE:CLF) preannounced its quarterly results three times and still beat its preannouncement.\nWhat Happened: Cleveland-Cliffs reported second-quarter earnings of $1.46 per share, which came in below the estimate of $1.55 per share. The company reported quarterly revenue of $5 billion, which came in below the estimate of $5.09 billion.\nLebenthal's Take:Following the company's preannouncements, expectations soared, which led to a worse-than-expected report, Cerity Partners'Jim Lebenthal said Thursday on CNBC's \"Fast Money Halftime Report.\"\nThe company expects free cash flow in the coming quarter to total $1.4 billion, which is above the estimate for $1 billion.\nIn the next week or two, analysts are going to upgrade their numbers and expectations for the stock, Lebenthal said.\nNext year, the company expects to have zero debt, he said, adding that the company will then be able to return cash back to shareholders.\nDon't get caught up in one quarter and miss the big picture, Lebenthal added: investors who hang around will receive cash and \"fly on wings.\"\nCleveland-Cliffs is his biggest holding.\nCLF Price Action:Cleveland-Cliffs has traded as high as $24.77 and as low as $5.16 over a 52-week period.\nThe stock closed at $21.07","news_type":1},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175168413,"gmtCreate":1627014616632,"gmtModify":1703482477334,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"Buy the dips $TSLA ???","listText":"Buy the dips $TSLA ???","text":"Buy the dips $TSLA ???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/175168413","repostId":"2153793716","repostType":4,"repost":{"id":"2153793716","pubTimestamp":1627010520,"share":"https://ttm.financial/m/news/2153793716?lang=&edition=fundamental","pubTime":"2021-07-23 11:22","market":"us","language":"en","title":"This Growth Stock Has 365% Upside, According to Cathie Wood","url":"https://stock-news.laohu8.com/highlight/detail?id=2153793716","media":"Motley Fool","summary":"Notable investor Cathie Wood's ARK Invest owns $3 billion in Tesla stock.","content":"<p>Cathie Wood&nbsp;has long been bullish on <b>Tesla</b> (NASDAQ:TSLA). In fact, she made a name for her asset management firm (ARK Invest) in 2019 when she put a $4,000 price target on the stock. Since then, shares have undergone a 5-for-1 split, meaning that her original share price target now corresponds to $800.</p>\n<p>Of course, Tesla stock hit $900 a share earlier this year. And though it's fallen by 27% since then, Wood is more bullish than ever. In fact, ARK Invest recently bumped its price target to $3,000 per share by 2025. That represents 365% upside, or an annualized return of 47% over the next four years.</p>\n<p>So, should you add Tesla to your portfolio? Let's take a look under the hood.</p>\n<h2>Tesla's present</h2>\n<p>Tesla is the market-leading manufacturer of electric vehicles (EVs). Last year, the company sold 499,500 EVs, capturing 16% of the global market. And that momentum has carried into 2021, as Tesla produced 206,400 vehicles&nbsp;in the second quarter, up 150% over the prior year.</p>\n<p>That rapid scaling underscores <a href=\"https://laohu8.com/S/AONE.U\">one</a> of Tesla's key advantages: manufacturing efficiency. In fact, CEO Elon Musk has often said this would be the company's primary long-term advantage,&nbsp;and he now has data to back that claim: Tesla posted an industry-leading operating margin of 6.3% in 2020.</p>\n<p>How did that happen? Last year, Tesla ramped production of the Model 3 and started producing the Model Y at Gigafactory Shanghai. This helped expand and localize its China business, offering a cost-efficient alternative to importing vehicles. At the same time, the company started making the Model Y at its factory in Fremont, California, further boosting capacity.</p>\n<p>In both cases, Tesla's highly automated, scalable approach to manufacturing is paying off. The Model Y was immediately profitable, marking the first time in the company's history that a new product achieved profitability in its first quarter&nbsp;of production. Investors should look for this trend to continue.</p>\n<p>However, while Tesla's performance in 2020 was impressive, the company's future looks even brighter. Tesla recently unveiled its new 4680 battery cell, an innovative&nbsp;design that will slash production costs by 56%, increase EV range by 54%, and cut capital expenditure by 69%.</p>\n<p>During the most recent earnings call, Musk said Tesla is roughly 12 to 18 months away from \"volume production of the 4680.\" But on the bright side, he believes this technology will allow Tesla to build a fully autonomous $25,000 EV in the next three years.</p>\n<h2>Tesla's future</h2>\n<p>If Tesla does indeed build an affordable self-driving EV in the next three years, it would expand the company's market opportunity dramatically. Rather than simply making cars, Tesla could follow through on its plan to launch an autonomous ride-hailing service, a market that ARK Invest values at $1.2 trillion&nbsp;by 2030.</p>\n<p>To add, Tesla could also sell its self-driving software to other automakers. In fact, Musk has already had \"preliminary discussions about licensing autopilot.\" In either case, this would transform Tesla's business, replacing its dependence on cyclical hardware sales (i.e., EVs) with highly recurring revenue in the form of ride fares or software subscription fees.</p>\n<p>Of course, before rushing to buy the stock, investors should consider Tesla's valuation. Shares currently trade at an absurd 19.8 times sales, while automakers like <b>General Motors</b> trade at a much more reasonable 0.7 times sales.</p>\n<p>However, a decade from now, that valuation may not look so crazy if Tesla does disrupt the mobility industry. For what it's worth, I'm a Tesla shareholder and I wouldn't sell this stock if it got cut in half tomorrow. In fact, I'd buy more.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Growth Stock Has 365% Upside, According to Cathie Wood</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\">\nThis Growth Stock Has 365% Upside, According to Cathie Wood\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 11:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/22/growth-stock-has-365-upside-cathie-wood-tesla/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood has long been bullish on Tesla (NASDAQ:TSLA). In fact, she made a name for her asset management firm (ARK Invest) in 2019 when she put a $4,000 price target on the stock. Since then, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/22/growth-stock-has-365-upside-cathie-wood-tesla/\">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.fool.com/investing/2021/07/22/growth-stock-has-365-upside-cathie-wood-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153793716","content_text":"Cathie Wood has long been bullish on Tesla (NASDAQ:TSLA). In fact, she made a name for her asset management firm (ARK Invest) in 2019 when she put a $4,000 price target on the stock. Since then, shares have undergone a 5-for-1 split, meaning that her original share price target now corresponds to $800.\nOf course, Tesla stock hit $900 a share earlier this year. And though it's fallen by 27% since then, Wood is more bullish than ever. In fact, ARK Invest recently bumped its price target to $3,000 per share by 2025. That represents 365% upside, or an annualized return of 47% over the next four years.\nSo, should you add Tesla to your portfolio? Let's take a look under the hood.\nTesla's present\nTesla is the market-leading manufacturer of electric vehicles (EVs). Last year, the company sold 499,500 EVs, capturing 16% of the global market. And that momentum has carried into 2021, as Tesla produced 206,400 vehicles in the second quarter, up 150% over the prior year.\nThat rapid scaling underscores one of Tesla's key advantages: manufacturing efficiency. In fact, CEO Elon Musk has often said this would be the company's primary long-term advantage, and he now has data to back that claim: Tesla posted an industry-leading operating margin of 6.3% in 2020.\nHow did that happen? Last year, Tesla ramped production of the Model 3 and started producing the Model Y at Gigafactory Shanghai. This helped expand and localize its China business, offering a cost-efficient alternative to importing vehicles. At the same time, the company started making the Model Y at its factory in Fremont, California, further boosting capacity.\nIn both cases, Tesla's highly automated, scalable approach to manufacturing is paying off. The Model Y was immediately profitable, marking the first time in the company's history that a new product achieved profitability in its first quarter of production. Investors should look for this trend to continue.\nHowever, while Tesla's performance in 2020 was impressive, the company's future looks even brighter. Tesla recently unveiled its new 4680 battery cell, an innovative design that will slash production costs by 56%, increase EV range by 54%, and cut capital expenditure by 69%.\nDuring the most recent earnings call, Musk said Tesla is roughly 12 to 18 months away from \"volume production of the 4680.\" But on the bright side, he believes this technology will allow Tesla to build a fully autonomous $25,000 EV in the next three years.\nTesla's future\nIf Tesla does indeed build an affordable self-driving EV in the next three years, it would expand the company's market opportunity dramatically. Rather than simply making cars, Tesla could follow through on its plan to launch an autonomous ride-hailing service, a market that ARK Invest values at $1.2 trillion by 2030.\nTo add, Tesla could also sell its self-driving software to other automakers. In fact, Musk has already had \"preliminary discussions about licensing autopilot.\" In either case, this would transform Tesla's business, replacing its dependence on cyclical hardware sales (i.e., EVs) with highly recurring revenue in the form of ride fares or software subscription fees.\nOf course, before rushing to buy the stock, investors should consider Tesla's valuation. Shares currently trade at an absurd 19.8 times sales, while automakers like General Motors trade at a much more reasonable 0.7 times sales.\nHowever, a decade from now, that valuation may not look so crazy if Tesla does disrupt the mobility industry. For what it's worth, I'm a Tesla shareholder and I wouldn't sell this stock if it got cut in half tomorrow. In fact, I'd buy more.","news_type":1},"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172175256,"gmtCreate":1626947244175,"gmtModify":1703481122303,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"LetsGooo #Bitcoin ???","listText":"LetsGooo #Bitcoin ???","text":"LetsGooo #Bitcoin ???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/172175256","repostId":"1137753306","repostType":4,"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170576905,"gmtCreate":1626444229707,"gmtModify":1703760326248,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"Scam…hold AMC! ?","listText":"Scam…hold AMC! ?","text":"Scam…hold AMC! ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/170576905","repostId":"2151450981","repostType":4,"repost":{"id":"2151450981","pubTimestamp":1626442140,"share":"https://ttm.financial/m/news/2151450981?lang=&edition=fundamental","pubTime":"2021-07-16 21:29","market":"us","language":"en","title":"It's Game Over for AMC, but These Stocks Can Still Go to the Moon","url":"https://stock-news.laohu8.com/highlight/detail?id=2151450981","media":"Motley Fool","summary":"Retail investors looking for businesses with tangible growth prospects should consider buying this trio of companies.","content":"<p>When 2021 comes to a close, it'll undoubtedly be remembered for the way retail investors made their presence known on Wall Street. Despite putting their money to work in equities for more than a century, retail investors moved stock prices like never before.</p>\n<p>The handful of companies these retail folks have piled into have come to be known as the \"meme stocks\" -- essentially, companies valued more for the hype they create on social media than their operating performance. At the top of the list for most meme investors is movie theater chain <b>AMC Entertainment</b> (NYSE:AMC), which until this past week was the top-performing stock on a year-to-date basis.</p>\n<h2>Wall Street and investors are wising up to the AMC pump-and-dump scheme</h2>\n<p>Unfortunately, AMC doesn't look as if it'll ever be \"going to the moon.\"</p>\n<p>The bull thesis for AMC, which disregards virtually all concrete fundamental data, relies on social media hype, constant misinformation, and outright lies to fuel an artificially higher share price. The problem is that Wall Street and investors are wising up to the misinformation and deceptive tactics being employed by AMC's emotionally driven retail investors, known as apes, which has resulted in AMC's shares losing 42% since June 28, with a lot more downside to go.</p>\n<p>Prior to the pandemic, AMC was never worth more than $3.8 billion. Today, with vaccination rates on the rise, AMC is worth $17 billion and it's:</p>\n<ul>\n <li>Nowhere near the peak sales produced before the pandemic.</li>\n <li>Losing money hand over fist, compared to being profitable prior to the pandemic.</li>\n <li>Contending with billions of dollars in additional debt.</li>\n <li>Carrying around $473 million in deferred rental obligations, as of the end of March.</li>\n <li>Clearly losing revenue to streaming competitors (e.g., <b>Walt Disney</b>'s Disney+ garnering $60 million in debut weekend revenue for <i>Black Widow</i>).</li>\n</ul>\n<p>To boot, virtually all claims made by apes to ignite a rally in AMC's share price can be easily proved as false or misleading. Consider the following as two good examples of ongoing mistruths designed to artificially inflate AMC's share price:</p>\n<ul>\n <li>Shares sold short have declined from around 102 million at the end of May to about 75.5 million as of the end of June, according to official (not estimated) data. Apes claiming short interest is climbing or \"shorts haven't covered\" are flat out wrong. This also severely dents the idea that \"a short squeeze is coming,\" which you'll hear echoed daily on social media without any proof or basis.</li>\n <li>Buying and short-selling stock has no impact whatsoever on the performance of an underlying business. This disproves the idea that short-selling bankrupts companies (a core and blatantly incorrect thesis of apes), and it also demonstrates that apes didn't save AMC. The capital that saved AMC from immediate bankruptcy came from share sales and debt issuances in 2020 and early January. Operating performance, not buying and selling activity from investors, determines if a company is successful or fails.</li>\n</ul>\n<p>It may be a choppy road lower, but make no mistake about it, the jig is up and we've entered the dump phase of the cycle.</p>\n<h2>This trio of stocks can go to the moon</h2>\n<p>The good news is that there <i>are</i> companies out there with tangible growth potential that really could go to the moon. If you allow your investment thesis to play out, all three of the following stocks can blast off.</p>\n<h2>Sea Limited</h2>\n<p>Don't let anyone tell you large-cap stocks can't go to the moon. Despite its seemingly lofty $144 billion market cap, Singapore-based <b>Sea Limited</b> (NYSE:SE) has three rapidly growing operating segments that could make investors rich.</p>\n<p>For the moment, Sea is generating all of its positive earnings before interest, taxes, depreciation, and amortization (EBITDA) from its gaming division. The popularity of Sea's mobile games, coupled with the pandemic keeping more people in their homes, pushed the company's quarterly active users higher by 61% in the first quarter to 649 million. More importantly, 12.3% of these users were paying to play, which is considerably higher than the industry average.</p>\n<p>Over the long run, e-commerce platform Shopee is what'll generate the most buzz. For example, the $12.6 billion in gross merchandise value (GMV) that was purchased on Shopee in Q1 2021 handily surpasses total GMV from all of 2018. Shopee is the most downloaded shopping app in Southeast Asia, and it's quickly gaining traction in Brazil.</p>\n<p>Thirdly, Sea has a relatively nascent but fast-growing digital financial services segment. When the first quarter came to a close, it had more than 26 million paying mobile wallet customers. Since many of the emerging markets Sea operates in are somewhat underbanked, this digital financial services division could be a sneaky long-term growth driver.</p>\n<h2>Skillz</h2>\n<p>Another high-growth stock that could eventually go to the moon is esports and gaming company <b>Skillz</b> (NYSE:SKLZ).</p>\n<p>Admittedly, gaming is a highly competitive industry. Developing new games is a time-consuming and costly process, and there's no guarantee that a new game will be well-received. It's for all of these reasons that Skillz didn't go the traditional development route. Rather, it operates a gaming platform that allows players to compete against each other for cash prizes. Maintaining this platform doesn't cost an arm and a leg (gross margin has consistently been 95%), and both Skillz and gaming developers get to keep a cut of the cash prizes.</p>\n<p>When the first quarter came to a close, Skillz had approximately 467,000 monthly active users (MAUs) that were paying to pay on its platform. That's 17% of its MAU base. According to Wappier Gaming Apps, the conversion rate for paying gamers ranged from 1.6% to 2% in 2020. In other words, Skillz is converting casual gamers to paying members at a considerably higher rate than other gaming companies.</p>\n<p>Skillz also has an incredibly lucrative partnership in its back pocket. In February, it signed a multiyear agreement with the National Football League (NFL). Football is the most popular sport by a long shot in the U.S. The expectation is that we'll see NFL-themed games and competitions hitting the platform by no later than 2022.</p>\n<p>Though Skillz is likely to lose money through 2022 as it beefs up marketing, its insane growth potential and potentially lucrative margins can't be overlooked.</p>\n<h2>Trulieve Cannabis</h2>\n<p>A final stock that can go to the moon is U.S. marijuana stock <b>Trulieve Cannabis</b> (OTC:TCNNF). According to <a href=\"https://laohu8.com/S/NFC.U\">New Frontier</a> Data, the U.S. pot industry could be generating north of $41 billion in annual sales by 2025.</p>\n<p>Whereas most U.S. multistate operators are angling to have a presence in as many legalized markets as possible, Trulieve has taken on a strategy that looked odd at first, but has paid off incredibly well. Of the 91 dispensaries it had open in early July, 85 of them were located in medical marijuana-legal Florida. By absolutely saturating the Sunshine State, Trulieve has effectively gobbled up around half of all dried cannabis flower and oils market share. At the same time, its marketing costs have been kept low, pushing the company to 13 consecutive quarters of profitability.</p>\n<p>But make no mistake about it, Trulieve does have aspirations of moving beyond Florida. For instance, it recently announced the largest U.S. cannabis acquisition in history -- a $2.1 billion all-stock deal to acquire multistate operator <b>Harvest Health &amp; Recreation</b> (OTC:HRVSF). Harvest has a focus on five states, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of which is Florida. This means Trulieve's presence in the Sunshine State will soon get even bigger.</p>\n<p>However, the real lure of this deal is the 15 dispensaries Harvest Health operates in its home market of Arizona, a state that legalized recreational weed in November. Trulieve shouldn't have any problem taking its Florida blueprint and applying it in other key markets. This gives it a good chance to go to the moon in the future.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>It's Game Over for AMC, but These Stocks Can Still Go to the Moon</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\">\nIt's Game Over for AMC, but These Stocks Can Still Go to the Moon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-16 21:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/16/its-game-over-for-amc-these-stocks-can-go-to-moon/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When 2021 comes to a close, it'll undoubtedly be remembered for the way retail investors made their presence known on Wall Street. Despite putting their money to work in equities for more than a ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/16/its-game-over-for-amc-these-stocks-can-go-to-moon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TCNNF":"Trulieve Cannabis Corporation","SKLZ":"Skillz Inc","AMC":"AMC院线","SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2021/07/16/its-game-over-for-amc-these-stocks-can-go-to-moon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151450981","content_text":"When 2021 comes to a close, it'll undoubtedly be remembered for the way retail investors made their presence known on Wall Street. Despite putting their money to work in equities for more than a century, retail investors moved stock prices like never before.\nThe handful of companies these retail folks have piled into have come to be known as the \"meme stocks\" -- essentially, companies valued more for the hype they create on social media than their operating performance. At the top of the list for most meme investors is movie theater chain AMC Entertainment (NYSE:AMC), which until this past week was the top-performing stock on a year-to-date basis.\nWall Street and investors are wising up to the AMC pump-and-dump scheme\nUnfortunately, AMC doesn't look as if it'll ever be \"going to the moon.\"\nThe bull thesis for AMC, which disregards virtually all concrete fundamental data, relies on social media hype, constant misinformation, and outright lies to fuel an artificially higher share price. The problem is that Wall Street and investors are wising up to the misinformation and deceptive tactics being employed by AMC's emotionally driven retail investors, known as apes, which has resulted in AMC's shares losing 42% since June 28, with a lot more downside to go.\nPrior to the pandemic, AMC was never worth more than $3.8 billion. Today, with vaccination rates on the rise, AMC is worth $17 billion and it's:\n\nNowhere near the peak sales produced before the pandemic.\nLosing money hand over fist, compared to being profitable prior to the pandemic.\nContending with billions of dollars in additional debt.\nCarrying around $473 million in deferred rental obligations, as of the end of March.\nClearly losing revenue to streaming competitors (e.g., Walt Disney's Disney+ garnering $60 million in debut weekend revenue for Black Widow).\n\nTo boot, virtually all claims made by apes to ignite a rally in AMC's share price can be easily proved as false or misleading. Consider the following as two good examples of ongoing mistruths designed to artificially inflate AMC's share price:\n\nShares sold short have declined from around 102 million at the end of May to about 75.5 million as of the end of June, according to official (not estimated) data. Apes claiming short interest is climbing or \"shorts haven't covered\" are flat out wrong. This also severely dents the idea that \"a short squeeze is coming,\" which you'll hear echoed daily on social media without any proof or basis.\nBuying and short-selling stock has no impact whatsoever on the performance of an underlying business. This disproves the idea that short-selling bankrupts companies (a core and blatantly incorrect thesis of apes), and it also demonstrates that apes didn't save AMC. The capital that saved AMC from immediate bankruptcy came from share sales and debt issuances in 2020 and early January. Operating performance, not buying and selling activity from investors, determines if a company is successful or fails.\n\nIt may be a choppy road lower, but make no mistake about it, the jig is up and we've entered the dump phase of the cycle.\nThis trio of stocks can go to the moon\nThe good news is that there are companies out there with tangible growth potential that really could go to the moon. If you allow your investment thesis to play out, all three of the following stocks can blast off.\nSea Limited\nDon't let anyone tell you large-cap stocks can't go to the moon. Despite its seemingly lofty $144 billion market cap, Singapore-based Sea Limited (NYSE:SE) has three rapidly growing operating segments that could make investors rich.\nFor the moment, Sea is generating all of its positive earnings before interest, taxes, depreciation, and amortization (EBITDA) from its gaming division. The popularity of Sea's mobile games, coupled with the pandemic keeping more people in their homes, pushed the company's quarterly active users higher by 61% in the first quarter to 649 million. More importantly, 12.3% of these users were paying to play, which is considerably higher than the industry average.\nOver the long run, e-commerce platform Shopee is what'll generate the most buzz. For example, the $12.6 billion in gross merchandise value (GMV) that was purchased on Shopee in Q1 2021 handily surpasses total GMV from all of 2018. Shopee is the most downloaded shopping app in Southeast Asia, and it's quickly gaining traction in Brazil.\nThirdly, Sea has a relatively nascent but fast-growing digital financial services segment. When the first quarter came to a close, it had more than 26 million paying mobile wallet customers. Since many of the emerging markets Sea operates in are somewhat underbanked, this digital financial services division could be a sneaky long-term growth driver.\nSkillz\nAnother high-growth stock that could eventually go to the moon is esports and gaming company Skillz (NYSE:SKLZ).\nAdmittedly, gaming is a highly competitive industry. Developing new games is a time-consuming and costly process, and there's no guarantee that a new game will be well-received. It's for all of these reasons that Skillz didn't go the traditional development route. Rather, it operates a gaming platform that allows players to compete against each other for cash prizes. Maintaining this platform doesn't cost an arm and a leg (gross margin has consistently been 95%), and both Skillz and gaming developers get to keep a cut of the cash prizes.\nWhen the first quarter came to a close, Skillz had approximately 467,000 monthly active users (MAUs) that were paying to pay on its platform. That's 17% of its MAU base. According to Wappier Gaming Apps, the conversion rate for paying gamers ranged from 1.6% to 2% in 2020. In other words, Skillz is converting casual gamers to paying members at a considerably higher rate than other gaming companies.\nSkillz also has an incredibly lucrative partnership in its back pocket. In February, it signed a multiyear agreement with the National Football League (NFL). Football is the most popular sport by a long shot in the U.S. The expectation is that we'll see NFL-themed games and competitions hitting the platform by no later than 2022.\nThough Skillz is likely to lose money through 2022 as it beefs up marketing, its insane growth potential and potentially lucrative margins can't be overlooked.\nTrulieve Cannabis\nA final stock that can go to the moon is U.S. marijuana stock Trulieve Cannabis (OTC:TCNNF). According to New Frontier Data, the U.S. pot industry could be generating north of $41 billion in annual sales by 2025.\nWhereas most U.S. multistate operators are angling to have a presence in as many legalized markets as possible, Trulieve has taken on a strategy that looked odd at first, but has paid off incredibly well. Of the 91 dispensaries it had open in early July, 85 of them were located in medical marijuana-legal Florida. By absolutely saturating the Sunshine State, Trulieve has effectively gobbled up around half of all dried cannabis flower and oils market share. At the same time, its marketing costs have been kept low, pushing the company to 13 consecutive quarters of profitability.\nBut make no mistake about it, Trulieve does have aspirations of moving beyond Florida. For instance, it recently announced the largest U.S. cannabis acquisition in history -- a $2.1 billion all-stock deal to acquire multistate operator Harvest Health & Recreation (OTC:HRVSF). Harvest has a focus on five states, one of which is Florida. This means Trulieve's presence in the Sunshine State will soon get even bigger.\nHowever, the real lure of this deal is the 15 dispensaries Harvest Health operates in its home market of Arizona, a state that legalized recreational weed in November. Trulieve shouldn't have any problem taking its Florida blueprint and applying it in other key markets. This gives it a good chance to go to the moon in the future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147278762,"gmtCreate":1626361455856,"gmtModify":1703758751136,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"Diversify your portfolio and u should be fine.&nbsp;","listText":"Diversify your portfolio and u should be fine.&nbsp;","text":"Diversify your portfolio and u should be fine.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/147278762","repostId":"1155093230","repostType":4,"repost":{"id":"1155093230","pubTimestamp":1626359281,"share":"https://ttm.financial/m/news/1155093230?lang=&edition=fundamental","pubTime":"2021-07-15 22:28","market":"us","language":"en","title":"The Big Crash Is Imminent","url":"https://stock-news.laohu8.com/highlight/detail?id=1155093230","media":"seekingalpha","summary":"Summary\n\nThe continuous easing of monetary policy inflated various stocks to levels last seen during","content":"<p><b>Summary</b></p>\n<ul>\n <li>The continuous easing of monetary policy inflated various stocks to levels last seen during the dot.com bubble in 2000.</li>\n <li>The bubble is relatively concentrated and doesn't necessarily pose threats to the market as a whole.</li>\n <li>While it is clear that there is a strong deviation from historical valuation norms, valuations could continue to rise (at least in the short term).</li>\n <li>This article is not meant as fear-mongering, and I may very possibly be wrong about my hypothesis.</li>\n</ul>\n<p>It seems that the talk about whether we are in another Tech bubble has been going on for many years. Articles and news calling for the 'crash of the decade' have been condemned as fear-mongering with little substance to them. After all, technology stocks kept on rising, and those who listened missed out on impressive gains. Now, generally speaking, neither have I been too worried about valuations in the best, as fundamentals towards Technology in our society are simply too strong.</p>\n<p>However, a lot has changed over the course of the pandemic, which has led me to rethink my perspective. As the global pandemic shut down economies around the world and caused substantial economic contraction, federal banks counteracted by injecting trillions of dollars into the economy in the form of stimulus checks, grants, loans, etc. As a result, fresh liquidity immediately reflected itself in stocks and other market instruments.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c688f97bd5e513daa2e0c76d5ace6a1c\" tg-width=\"1845\" tg-height=\"651\" referrerpolicy=\"no-referrer\"><span>Source: Bloomberg</span></p>\n<p>Throughout this article, I want to demonstrate a few graphs to strengthen my argument, with the chart above being the first one. The Nasdaq 100 is perhaps the most common index to track the technology market, although it only includes profitable and large-cap Tech stocks. On average, the index currently holds a Price to Sales ratio of 5.7x, levels that the Index last saw in early 2001 after the dot.com bubble began to bust.</p>\n<p>It is important to note that at the height of the bubble, the ratio stood at 7.5x, around 30% higher than it is right now. Still, the median valuation has been trailing significantly lower, at around 3.5x over the last 20 years. Of course, it can be argued that Technology deserves a higher valuation these days due to the increased use of Technology and perhaps higher growth rates. However, should Technology valuations be nearly 100% higher than just 5 years ago, in 2016, where Technology integration was pretty much at the same level as today?</p>\n<p>Profitability</p>\n<p>In recent years, unprofitable but growing companies have been favored over mature and profitable companies. Usually, rotations from Growth to Value or the other way around occur every 2-5 years, which is totally unsurprising. Historically, in terms of performance, there has been no significant difference in terms of returns on a risk-adjusted basis - it really does depend on the time period of investing. That said, in the last 5 years, growth outperformed value by a wide margin - by 105% to be exact. I derived this from the 5-year performance chart of Vanguard's Growth ETF vs. Vanguard's Value ETF. This compares with an expected anomaly of 5% annually or a 28% expected anomaly for a 5-year time period.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02ae7e7ebc11fdc907d363cb5da38576\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\"><span>Source: Leuthold Group</span></p>\n<p>Unsurprisingly, the number and market value of unprofitable companies has skyrocketed throughout the last couple of years. Here, the total number of unprofitable firms has skyrocketed to over 200, while their combined value handily beats 2000 levels, reaching nearly $2.5 trillion (3 times higher than in 2000). Of course, there is more money in circulation today, so when accounting for the dollar's real value, they are at comparable levels. Again, either way you twist it, there is a significant anomaly in the value of unprofitable companies in the stock market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5804bc535329d20e013417a7e3f95614\" tg-width=\"500\" tg-height=\"357\" referrerpolicy=\"no-referrer\"><span>Source: FT</span></p>\n<p>As a result, startups have utilized the opportunity to raise as much money as possible by going public. In total, nearly 900 companies in the U.S. have gone public in 2021, raising over $202 billion collectively. Before, the previous record was set in 2000, when around 600 companies rang the bell. What's even more frightening is the fact that a large portion of IPOs went public through special-purpose acquisition companies (SPACs). Many of these companies were acquired early on, with the only objective to go public as soon as possible. Here, various blank-check companies generate little or no revenues and face a rockier path to raising money through traditional IPOs.</p>\n<p>Today's Bubble</p>\n<p>Frankly, today's bubble is fundamentally different from the 2000 bubble, although there are striking similarities. Arguably, the dot.com bubble revolved purely around Internet stocks. Today, the bubble is much broader, ranging from old written-off industries to Consumer Tech, being concentrated on Cybersecurity. This makes sense, considering Cybersecurity is a quickly evolving industry with potentially billions of earnings for future winners in the space. The same applies to E-commerce, Fintech, Cloud Computing, Gene Editing, and other major future industries.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68b42d04a15d16c506a4abf4feb58df0\" tg-width=\"635\" tg-height=\"518\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>This brings me to my next chart: High-flying stars of the early Internet era traded at similar multiples to cloud computing stars of today (when adjusted for monetary changes). However, early market leaders tend to lose competitive advantages in rising industries, in what someresearchersrefer to as \"First to Market First to Fail.\" Here, early entrants typically bury the greatest market and technological uncertainties.</p>\n<p>In other words, no one knows yet how our new industries will look like and how consumer trends will evolve. For instance, Facebook(NASDAQ:FB)was the 10th social networking company, Google(NASDAQ:GOOG)(NASDAQ:GOOGL)the 12th search engine, etc. Thus, today's most promising companies are unlikely to be the most promising companies 10 years from now. It is therefore questionable if current valuations can be supported in the long term.</p>\n<p>This is where I want to introduce Cisco's(NASDAQ:CSCO)example from 1999. At the time, the dominating Internet company briefly became the world's mostvaluablecompany, boasting a market cap of $569 billion. Certainly, the market wasn't being crazy at the time, considering Cisco's impressive growth rates and a trillion dollars industry ahead that was changing the world. An extract from Cisco's annual report in 1999:</p>\n<blockquote>\n \"Cisco predicted that the Internet would change the way we work, live, play, and learn. For the fiscal year ending July 31, 1999, Cisco reported revenue of $12.15 billion, a 43 percent increase compared with revenue of $8.49 billion in fiscal 1998. Net income for the year was $2.10 billion or $0.62 per common share, compared with fiscal 1998 net income of $1.35 billion or $0.42 per common share. - CiscoAnnual Report1999\"\n</blockquote>\n<p>Now, at the height of Cisco's valuation, the stock was trading at around 35 times Price to Sales, which is comparable to today's valuations, considering gross margins and growth rates. As with every new industry, competition eventually took market share from Cisco and crushed growth rates, leading to a sequential 87% drop in its share price. Although shares somewhat recovered, Cisco is still trading some 33% below all-time highs 22 years later.</p>\n<p><b>\"Cisco Could Be Safest Net Play Around\" -Bloomberg 1999</b></p>\n<p>Again, that does not necessarily mean that the same will happen to today's stars. After all, early winners like Amazon(NASDAQ:AMZN)and Microsoft(NASDAQ:MSFT)eventually recovered and are now trading well above dot.com levels. However, it is quite unlikely that all of today's stars will also be tomorrow's stars.</p>\n<p>Inflation...</p>\n<p>Arguably, inflation serves as one of the biggest investment risks in today's market. It was somewhat expected that inflation would tick up once the economy starts to recover with consumer spending skyrocketing. In this regard, the consumer price index rose by 5.4% in June, the highest since August 2008. That is well above the 5% rise reported in May and higher than the 4.9% increase that economists initially forecast. This challenges the Federal Reserve's hopes that the burst of inflationary pressures accompanying the economic reopening will be of temporary nature. Earlier, investors and economists have scrutinized the Federal Reserve's aggressive fiscal and monetary policy.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f507c5687771a8a8de99a914be11665\" tg-width=\"640\" tg-height=\"411\" referrerpolicy=\"no-referrer\"><span>Source: Twitter</span></p>\n<p>Fiscal and monetary policy usually serve as driving factors for the creation of bubbles and are simultaneously responsible for their destruction. For instance, in 2000, the Federal Reserve raised interest rates several times; these actions are believed to have caused the bursting of the dot-com bubble. Interestingly, after the Federal Reserve raised interest rates, stocks initially rallied. If we draw comparisons, a similar price movement can be observed today in Tech stocks, particularly growth stocks. Here, prominent names have been rising by 50% or more since May, despite the Fedwarningof higher interest rates and the potential for 'significant declines' in asset prices as valuations continue to climb.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a305d90c1f4751d0267c01347a54a33\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>That said, Fed President Jim Bullard expects the first interest rate hike coming as soon as 2022, which would be even faster than the consensusexpectationfor the first increase to happen in 2023. Earlier in March, officials initially indicated that they see no increase happening until at least 2024. In other words, in a matter of months, the timeline for a rate hike has shifted forward by 2 years. Thus, the next few months will be crucial to determine which way the timeline will shift; for now, it appears that the prior date is more likely.</p>\n<p>What about Big Tech?</p>\n<p>The question remains whether Big Tech stocks will be as severely affected during a notable pullback. Interestingly, except Apple(NASDAQ:AAPL)and Microsoft, FAANG members, including Facebook, Amazon, and Netflix(NASDAQ:NFLX), have been trailing behind in terms of performance, being reflected in the given valuations. Only Apple and Microsoft saw a notable valuation expansion in every significant metric out of the prominent Big Tech names. Here, Apple's P/E and P/S ratio nearly tripled over the last 5 years from 10x to 32x and 2.5x to 7.5x, respectively. These are historical valuation levels and dwarf the valuation expansions of Microsoft and Alphabet, which are supported by growing profitability over the years. However, it should be noticed that Apple's Price to Book Value disproportionately increased as a result of share buybacks.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/596471096e40e42abea97e9ed5a0a6d6\" tg-width=\"635\" tg-height=\"501\"><span>Data by YCharts</span></p>\n<p>On the other hand, Facebook and Amazon observed no significant valuation expansion, which can be tied back to regulatory scrutiny and an overall rotation towards high-growth stocks. Thus, since their market betas are lower than other Tech stocks mentioned earlier, these stocks can serve as a safe haven, at least to some extent. However, an overall drop in the market will lead to short-term weakness in every Technology stock, undervalued or not. Nevertheless, stocks that have underperformed in the rally over the last five years are more likely to outperform during a downturn. Moreover, large Tech companies are less sensitive to higher inflation as they will earn higher interest on their cash reserves.</p>\n<p>So What?</p>\n<p>The stock market is always driven by two contradicting emotions: Fear and Optimism. Over the last couple of years, optimism has clearly dominated the Growth/Technology market, yielding impressive returns and widely outperforming stable but profitable companies. However, valuation growth exceeded business growth for many high-growth companies, making various stocks appear increasingly overvalued. While higher valuations can be supported by the acceleration of Technology in the future, striking similarities of the Tech bubble in 2000 make me increasingly cautious of today's market environment.</p>\n<p>Bubble or not, many graphs point to a significant anomaly in valuations, and it will be difficult for companies to justify these sorts of valuations in the long term. More importantly, a heating economy with rising inflation will pressure the Federal Reserve to raise interest rates to prevent an economic contraction.</p>\n<p>Nonetheless, investors can protect themselves by rotating back into stable value stocks or Big Tech companies that have underperformed on a relative basis. The issue with every insurance is that you are only being paid in the case of a crash, quite literally. After all, valuations of high-growth stocks could continue rising and those not invested miss out on potential gains. Another viable option could be to rotate back into cash, but the same prior issue applies here. Even those who decide to short stocks have to be careful since an upside ceiling doesn't exist in the market.</p>\n<p>This is the point where I would like to address the risks of my thesis: First, inflation may stabilize quicker than expected, which would push a potential interest rate hike back to 2024 or later. In this case, money will continue to be cheap, which will support higher valuations and the growth market in general. Secondly, companies can scale somewhat faster today, making a historical valuation comparison to early years less relevant. Lastly, I could be underappreciating given growth rates and the ability of management to shake off competition in the long run. Still, given the various uncertainties around valuations, I am more fearful than optimistic at the moment.</p>\n<p>In either way, if you have a different opinion or any counterarguments to my thesis, I'm happy to hear about it in the comment section!</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Big Crash Is Imminent</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Big Crash Is Imminent\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-15 22:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4439223-the-big-crash-is-imminent><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe continuous easing of monetary policy inflated various stocks to levels last seen during the dot.com bubble in 2000.\nThe bubble is relatively concentrated and doesn't necessarily pose ...</p>\n\n<a href=\"https://seekingalpha.com/article/4439223-the-big-crash-is-imminent\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4439223-the-big-crash-is-imminent","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1155093230","content_text":"Summary\n\nThe continuous easing of monetary policy inflated various stocks to levels last seen during the dot.com bubble in 2000.\nThe bubble is relatively concentrated and doesn't necessarily pose threats to the market as a whole.\nWhile it is clear that there is a strong deviation from historical valuation norms, valuations could continue to rise (at least in the short term).\nThis article is not meant as fear-mongering, and I may very possibly be wrong about my hypothesis.\n\nIt seems that the talk about whether we are in another Tech bubble has been going on for many years. Articles and news calling for the 'crash of the decade' have been condemned as fear-mongering with little substance to them. After all, technology stocks kept on rising, and those who listened missed out on impressive gains. Now, generally speaking, neither have I been too worried about valuations in the best, as fundamentals towards Technology in our society are simply too strong.\nHowever, a lot has changed over the course of the pandemic, which has led me to rethink my perspective. As the global pandemic shut down economies around the world and caused substantial economic contraction, federal banks counteracted by injecting trillions of dollars into the economy in the form of stimulus checks, grants, loans, etc. As a result, fresh liquidity immediately reflected itself in stocks and other market instruments.\nSource: Bloomberg\nThroughout this article, I want to demonstrate a few graphs to strengthen my argument, with the chart above being the first one. The Nasdaq 100 is perhaps the most common index to track the technology market, although it only includes profitable and large-cap Tech stocks. On average, the index currently holds a Price to Sales ratio of 5.7x, levels that the Index last saw in early 2001 after the dot.com bubble began to bust.\nIt is important to note that at the height of the bubble, the ratio stood at 7.5x, around 30% higher than it is right now. Still, the median valuation has been trailing significantly lower, at around 3.5x over the last 20 years. Of course, it can be argued that Technology deserves a higher valuation these days due to the increased use of Technology and perhaps higher growth rates. However, should Technology valuations be nearly 100% higher than just 5 years ago, in 2016, where Technology integration was pretty much at the same level as today?\nProfitability\nIn recent years, unprofitable but growing companies have been favored over mature and profitable companies. Usually, rotations from Growth to Value or the other way around occur every 2-5 years, which is totally unsurprising. Historically, in terms of performance, there has been no significant difference in terms of returns on a risk-adjusted basis - it really does depend on the time period of investing. That said, in the last 5 years, growth outperformed value by a wide margin - by 105% to be exact. I derived this from the 5-year performance chart of Vanguard's Growth ETF vs. Vanguard's Value ETF. This compares with an expected anomaly of 5% annually or a 28% expected anomaly for a 5-year time period.\nSource: Leuthold Group\nUnsurprisingly, the number and market value of unprofitable companies has skyrocketed throughout the last couple of years. Here, the total number of unprofitable firms has skyrocketed to over 200, while their combined value handily beats 2000 levels, reaching nearly $2.5 trillion (3 times higher than in 2000). Of course, there is more money in circulation today, so when accounting for the dollar's real value, they are at comparable levels. Again, either way you twist it, there is a significant anomaly in the value of unprofitable companies in the stock market.\nSource: FT\nAs a result, startups have utilized the opportunity to raise as much money as possible by going public. In total, nearly 900 companies in the U.S. have gone public in 2021, raising over $202 billion collectively. Before, the previous record was set in 2000, when around 600 companies rang the bell. What's even more frightening is the fact that a large portion of IPOs went public through special-purpose acquisition companies (SPACs). Many of these companies were acquired early on, with the only objective to go public as soon as possible. Here, various blank-check companies generate little or no revenues and face a rockier path to raising money through traditional IPOs.\nToday's Bubble\nFrankly, today's bubble is fundamentally different from the 2000 bubble, although there are striking similarities. Arguably, the dot.com bubble revolved purely around Internet stocks. Today, the bubble is much broader, ranging from old written-off industries to Consumer Tech, being concentrated on Cybersecurity. This makes sense, considering Cybersecurity is a quickly evolving industry with potentially billions of earnings for future winners in the space. The same applies to E-commerce, Fintech, Cloud Computing, Gene Editing, and other major future industries.\nData by YCharts\nThis brings me to my next chart: High-flying stars of the early Internet era traded at similar multiples to cloud computing stars of today (when adjusted for monetary changes). However, early market leaders tend to lose competitive advantages in rising industries, in what someresearchersrefer to as \"First to Market First to Fail.\" Here, early entrants typically bury the greatest market and technological uncertainties.\nIn other words, no one knows yet how our new industries will look like and how consumer trends will evolve. For instance, Facebook(NASDAQ:FB)was the 10th social networking company, Google(NASDAQ:GOOG)(NASDAQ:GOOGL)the 12th search engine, etc. Thus, today's most promising companies are unlikely to be the most promising companies 10 years from now. It is therefore questionable if current valuations can be supported in the long term.\nThis is where I want to introduce Cisco's(NASDAQ:CSCO)example from 1999. At the time, the dominating Internet company briefly became the world's mostvaluablecompany, boasting a market cap of $569 billion. Certainly, the market wasn't being crazy at the time, considering Cisco's impressive growth rates and a trillion dollars industry ahead that was changing the world. An extract from Cisco's annual report in 1999:\n\n \"Cisco predicted that the Internet would change the way we work, live, play, and learn. For the fiscal year ending July 31, 1999, Cisco reported revenue of $12.15 billion, a 43 percent increase compared with revenue of $8.49 billion in fiscal 1998. Net income for the year was $2.10 billion or $0.62 per common share, compared with fiscal 1998 net income of $1.35 billion or $0.42 per common share. - CiscoAnnual Report1999\"\n\nNow, at the height of Cisco's valuation, the stock was trading at around 35 times Price to Sales, which is comparable to today's valuations, considering gross margins and growth rates. As with every new industry, competition eventually took market share from Cisco and crushed growth rates, leading to a sequential 87% drop in its share price. Although shares somewhat recovered, Cisco is still trading some 33% below all-time highs 22 years later.\n\"Cisco Could Be Safest Net Play Around\" -Bloomberg 1999\nAgain, that does not necessarily mean that the same will happen to today's stars. After all, early winners like Amazon(NASDAQ:AMZN)and Microsoft(NASDAQ:MSFT)eventually recovered and are now trading well above dot.com levels. However, it is quite unlikely that all of today's stars will also be tomorrow's stars.\nInflation...\nArguably, inflation serves as one of the biggest investment risks in today's market. It was somewhat expected that inflation would tick up once the economy starts to recover with consumer spending skyrocketing. In this regard, the consumer price index rose by 5.4% in June, the highest since August 2008. That is well above the 5% rise reported in May and higher than the 4.9% increase that economists initially forecast. This challenges the Federal Reserve's hopes that the burst of inflationary pressures accompanying the economic reopening will be of temporary nature. Earlier, investors and economists have scrutinized the Federal Reserve's aggressive fiscal and monetary policy.\nSource: Twitter\nFiscal and monetary policy usually serve as driving factors for the creation of bubbles and are simultaneously responsible for their destruction. For instance, in 2000, the Federal Reserve raised interest rates several times; these actions are believed to have caused the bursting of the dot-com bubble. Interestingly, after the Federal Reserve raised interest rates, stocks initially rallied. If we draw comparisons, a similar price movement can be observed today in Tech stocks, particularly growth stocks. Here, prominent names have been rising by 50% or more since May, despite the Fedwarningof higher interest rates and the potential for 'significant declines' in asset prices as valuations continue to climb.\nData by YCharts\nThat said, Fed President Jim Bullard expects the first interest rate hike coming as soon as 2022, which would be even faster than the consensusexpectationfor the first increase to happen in 2023. Earlier in March, officials initially indicated that they see no increase happening until at least 2024. In other words, in a matter of months, the timeline for a rate hike has shifted forward by 2 years. Thus, the next few months will be crucial to determine which way the timeline will shift; for now, it appears that the prior date is more likely.\nWhat about Big Tech?\nThe question remains whether Big Tech stocks will be as severely affected during a notable pullback. Interestingly, except Apple(NASDAQ:AAPL)and Microsoft, FAANG members, including Facebook, Amazon, and Netflix(NASDAQ:NFLX), have been trailing behind in terms of performance, being reflected in the given valuations. Only Apple and Microsoft saw a notable valuation expansion in every significant metric out of the prominent Big Tech names. Here, Apple's P/E and P/S ratio nearly tripled over the last 5 years from 10x to 32x and 2.5x to 7.5x, respectively. These are historical valuation levels and dwarf the valuation expansions of Microsoft and Alphabet, which are supported by growing profitability over the years. However, it should be noticed that Apple's Price to Book Value disproportionately increased as a result of share buybacks.\nData by YCharts\nOn the other hand, Facebook and Amazon observed no significant valuation expansion, which can be tied back to regulatory scrutiny and an overall rotation towards high-growth stocks. Thus, since their market betas are lower than other Tech stocks mentioned earlier, these stocks can serve as a safe haven, at least to some extent. However, an overall drop in the market will lead to short-term weakness in every Technology stock, undervalued or not. Nevertheless, stocks that have underperformed in the rally over the last five years are more likely to outperform during a downturn. Moreover, large Tech companies are less sensitive to higher inflation as they will earn higher interest on their cash reserves.\nSo What?\nThe stock market is always driven by two contradicting emotions: Fear and Optimism. Over the last couple of years, optimism has clearly dominated the Growth/Technology market, yielding impressive returns and widely outperforming stable but profitable companies. However, valuation growth exceeded business growth for many high-growth companies, making various stocks appear increasingly overvalued. While higher valuations can be supported by the acceleration of Technology in the future, striking similarities of the Tech bubble in 2000 make me increasingly cautious of today's market environment.\nBubble or not, many graphs point to a significant anomaly in valuations, and it will be difficult for companies to justify these sorts of valuations in the long term. More importantly, a heating economy with rising inflation will pressure the Federal Reserve to raise interest rates to prevent an economic contraction.\nNonetheless, investors can protect themselves by rotating back into stable value stocks or Big Tech companies that have underperformed on a relative basis. The issue with every insurance is that you are only being paid in the case of a crash, quite literally. After all, valuations of high-growth stocks could continue rising and those not invested miss out on potential gains. Another viable option could be to rotate back into cash, but the same prior issue applies here. Even those who decide to short stocks have to be careful since an upside ceiling doesn't exist in the market.\nThis is the point where I would like to address the risks of my thesis: First, inflation may stabilize quicker than expected, which would push a potential interest rate hike back to 2024 or later. In this case, money will continue to be cheap, which will support higher valuations and the growth market in general. Secondly, companies can scale somewhat faster today, making a historical valuation comparison to early years less relevant. Lastly, I could be underappreciating given growth rates and the ability of management to shake off competition in the long run. Still, given the various uncertainties around valuations, I am more fearful than optimistic at the moment.\nIn either way, if you have a different opinion or any counterarguments to my thesis, I'm happy to hear about it in the comment section!","news_type":1},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156692928,"gmtCreate":1625215985664,"gmtModify":1703738535828,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"Avoid at all cost!&nbsp;","listText":"Avoid at all cost!&nbsp;","text":"Avoid at all cost!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156692928","repostId":"1117047278","repostType":4,"repost":{"id":"1117047278","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":1625215673,"share":"https://ttm.financial/m/news/1117047278?lang=&edition=fundamental","pubTime":"2021-07-02 16:47","market":"us","language":"en","title":"Pop Culture Group stock surged 44% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1117047278","media":"Tiger Newspress","summary":"Pop Culture Group stock surged 44% in premarket trading.\n\nPop culture group shares Popped nearly 900","content":"<p>Pop Culture Group stock surged 44% in premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/a1d38cc2f2a15e60a65c07229ea3c32b\" tg-width=\"1302\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p>\n<p>Pop culture group shares Popped nearly 900% this week.</p>\n<p><img src=\"https://static.tigerbbs.com/9619ec40dc747046c87454d5489def91\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n<ul>\n <li>Pop Culture is a Chinese company based out of Xiamendedicated to promoting hip-pop culture.</li>\n <li>Its goal is to “promote hip-hop culture and its values of love, peace, unity, respect, and having fun, and to promote cultural exchange with respect to hip-hop between the United States and China.”</li>\n <li>This has it offering up entertainment events, online programs, and other services with the younger generation as its primary target.</li>\n <li>Pop Culture launched its IPO Wednesday that put shares of CPOP stock on the&nbsp;<b>Nasdaq Exchange</b>.</li>\n <li>This saw it offering 6.2 million shares of CPOP stock at a price of $6 each.</li>\n</ul>\n<ul>\n <li>That includes using it to “develop and operate online content, develop a street dance training business, create derivative works of hip-hop intellectual properties, and develop hip-hop events, and for working capital and other general corporate purposes.”</li>\n <li>While CPOP is currently trading well above the penny stock range, investors may still want to be careful when investing considering its low price before the massive surge yesterday and today.</li>\n</ul>\n<p>CPOP stock was up 97.7% as of Thursday.</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>Pop Culture Group stock surged 44% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPop Culture Group stock surged 44% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-02 16:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Pop Culture Group stock surged 44% in premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/a1d38cc2f2a15e60a65c07229ea3c32b\" tg-width=\"1302\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p>\n<p>Pop culture group shares Popped nearly 900% this week.</p>\n<p><img src=\"https://static.tigerbbs.com/9619ec40dc747046c87454d5489def91\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n<ul>\n <li>Pop Culture is a Chinese company based out of Xiamendedicated to promoting hip-pop culture.</li>\n <li>Its goal is to “promote hip-hop culture and its values of love, peace, unity, respect, and having fun, and to promote cultural exchange with respect to hip-hop between the United States and China.”</li>\n <li>This has it offering up entertainment events, online programs, and other services with the younger generation as its primary target.</li>\n <li>Pop Culture launched its IPO Wednesday that put shares of CPOP stock on the&nbsp;<b>Nasdaq Exchange</b>.</li>\n <li>This saw it offering 6.2 million shares of CPOP stock at a price of $6 each.</li>\n</ul>\n<ul>\n <li>That includes using it to “develop and operate online content, develop a street dance training business, create derivative works of hip-hop intellectual properties, and develop hip-hop events, and for working capital and other general corporate purposes.”</li>\n <li>While CPOP is currently trading well above the penny stock range, investors may still want to be careful when investing considering its low price before the massive surge yesterday and today.</li>\n</ul>\n<p>CPOP stock was up 97.7% as of Thursday.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CPOP":"普普文化"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117047278","content_text":"Pop Culture Group stock surged 44% in premarket trading.\n\nPop culture group shares Popped nearly 900% this week.\n\n\n\nPop Culture is a Chinese company based out of Xiamendedicated to promoting hip-pop culture.\nIts goal is to “promote hip-hop culture and its values of love, peace, unity, respect, and having fun, and to promote cultural exchange with respect to hip-hop between the United States and China.”\nThis has it offering up entertainment events, online programs, and other services with the younger generation as its primary target.\nPop Culture launched its IPO Wednesday that put shares of CPOP stock on the Nasdaq Exchange.\nThis saw it offering 6.2 million shares of CPOP stock at a price of $6 each.\n\n\nThat includes using it to “develop and operate online content, develop a street dance training business, create derivative works of hip-hop intellectual properties, and develop hip-hop events, and for working capital and other general corporate purposes.”\nWhile CPOP is currently trading well above the penny stock range, investors may still want to be careful when investing considering its low price before the massive surge yesterday and today.\n\nCPOP stock was up 97.7% as of Thursday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167238662,"gmtCreate":1624269386156,"gmtModify":1703832026834,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"Nio ???","listText":"Nio ???","text":"Nio ???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/167238662","repostId":"1172678753","repostType":4,"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167231226,"gmtCreate":1624269362365,"gmtModify":1703832025850,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"I’m bullish on nio","listText":"I’m bullish on nio","text":"I’m bullish on nio","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167231226","repostId":"1172678753","repostType":4,"repost":{"id":"1172678753","pubTimestamp":1624268694,"share":"https://ttm.financial/m/news/1172678753?lang=&edition=fundamental","pubTime":"2021-06-21 17:44","market":"us","language":"en","title":"NIO Takes On The World","url":"https://stock-news.laohu8.com/highlight/detail?id=1172678753","media":"seekingalpha","summary":"NIO has been winning in China. Now it is going global.NIO is high-risk, high-reward. Valuation seems reasonable, short interest low, and sentiment has been improving.NIO Inc.stands out for its strong market position and innovation in the rapidly growing and highly competitive electric vehicle industry. Now, the company has plans to expand outside of China, with a brilliant strategy of first winning Norway.NIO has been winning in China, the single largest and most competitive EV market in the wor","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO has been winning in China. Now it is going global.</li>\n <li>First stop: Norway; a brilliant strategic move.</li>\n <li>NIO is high-risk, high-reward. Valuation seems reasonable, short interest low, and sentiment has been improving.</li>\n</ul>\n<p>NIO Inc.(NYSE:NIO)stands out for its strong market position and innovation in the rapidly growing and highly competitive electric vehicle industry. Now, the company has plans to expand outside of China, with a brilliant strategy of first winning Norway.</p>\n<p>In this article, we will analyze NIO's global expansion plans, as well as an updated analysis of the stock's trading, valuation, financials, and risks. Please also read my recent article<i>NIO Is Winning</i>for a broader analysis of the company's competitive advantages.</p>\n<p><b>The Plan</b></p>\n<p>NIO has been winning in China, the single largest and most competitive EV market in the world. Now, the company is set to take on the world. First stop: Norway.</p>\n<p>In May of this year, NIOannouncedthat it plans to sell the NIO ES8, the company's flagship seven-seater SUV, in its first overseas store in Oslo starting in September this year. By 2022, the company aims to expand its store network to other Norwegian cities and deliver the ET7.</p>\n<p>Norway is an excellent starting point given its affluent citizens, supportive attitude towards EVs, and relatively high global prestige. For example, in 2020,Norway'sper-capita GDP is over $75,000, well above theUK's$43,000.</p>\n<p>Another important reason for starting in Norway is the lack of domestic competitors. In Germany, you have Volkswagen (OTCPK:VWAGY). In France, you have Stellantis (STLA). In other words, it should be easier to win in Norway, and winning Norway will give the company credibility and momentum to win the rest of Europe and the rest of the world.</p>\n<p>This is a very smart move indeed.</p>\n<p><img src=\"https://static.tigerbbs.com/bd4ee92152d74d6051bcdf874b7a9b5a\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\"></p>\n<p>Source: Company</p>\n<p>Unlike SAIC, BYD (OTCPK:BYDDF), and XPeng (XPEV) - which are also exporting to Europe - NIO is taking a different approach. The company plans to localize its entire ecosystem to create a unique premium EV ownership experience that parallels the Chineseecosystem strategy.</p>\n<p>Like in China, NIO will build both digital and physical infrastructure to support the brand. A dedicated mobile app will be available in Norway, supported by a lifestyle brand campaign in collaboration with local artists and a user advisory board. The firstNIO Houseoutside China will officially open in the third quarter in Oslo. In 2022, four NIO Spaces will open in Bergen, Stavanger, Trondheim, and Kristiansand.</p>\n<p>In addition, the company will also open an 18,000 square meter service center, charging stations, and battery swapping stations.</p>\n<p><img src=\"https://static.tigerbbs.com/aa22e0e80d298cc13c2d3dac50d93d12\" tg-width=\"640\" tg-height=\"356\" referrerpolicy=\"no-referrer\">Source: Company</p>\n<p>All of this will cost a lot of money, but it is important to establish a successful beachhead in Europe, and the company has plenty of cash (see<i>Financial</i>section).</p>\n<p><b>The Opportunity: Europe</b></p>\n<p>It might come as a surprise to readers that EVs already dominate the Norwegian carmarketwith a 54% market share in 2020 and a 66.7% market share in December 2020. Adoption of EVs is driven by the country's aggressive target of ending the sale of petrol and diesel cars by 2025.</p>\n<p>In 2020, 76,804 electric vehicles weresoldin Norway. That is a lot of EVs, but just a small fraction of the 1.4 million electric vehiclessoldin Europe that year.</p>\n<p>Europe offers massive growth opportunities for NIO, and management has repeatedly expressed interest in going after all of Europe. In 2020, the combined EV markets of this economic blocksurpassedChina for the first time. The combination of regulation, incentives, and public acceptance sent purchases of new EVs in Europe last year to 1.4 million from 595,000 the year before. Sales of EVs in China came in at 1.3 million, up from 1.2 million the yearbefore.</p>\n<p>According to JATO Dynamics, plug-in EVs accounted for 12% of all new car sales in the EU last year, and Europe has a global market share of 43% in EVs. China and the EU together account for nearly the entire global market for EVs (mid-80% range).</p>\n<p>In other words, NIO's serviceable addressable market (\"SAM\") doubles once it establishes a successful beachhead in Oslo. Stay tuned for September!</p>\n<p><b>Trading &amp; Valuation</b></p>\n<p>Sentiment on the stock has been improving significantly since May 2021. Since the beginning of June, the stock has been trading above its 200-day moving average after spending the previous month below this important technical indicator.</p>\n<p>Although the stock has been on a tear recently, short interest remains stable and low at around 5.2% of shares outstanding. This suggests little skepticism from professional skeptics - an assuring sign.</p>\n<p>Since NIO is not yet profitable, we will look at the forward EV/Sales multiple as is typical for hyper-growth companies not yet generating a profit. The company went public in September 2018, trading at around 7 to 8 times EV/Sales, before bottoming out at around 0.7 times sales in May 2019. The market, however, caught the EV fever in April 2020 and sent NIO's valuation soaring to a peak of 14.6x by January 2021.</p>\n<p>After the growth sell-off we recently experienced, NIO is currently sitting at a much more reasonable 8 times forward sales. This is a significant discount to Tesla's(NASDAQ:TSLA)10.2 times forward EV/Sales despite growing twice as fast (TSLA is expected to grow revenues by 57% in 2021 compared to NIO's 117%).</p>\n<p><b>Financials</b></p>\n<p>NIO is in hyper-growth mode. In 2020, the company generated $2.5 billion in revenue, up 126% y/y. In 2021, the company is expected to grow 117% y/y to $5.4 billion.</p>\n<p>The company is not yet profitable but is expected to be by 2022. Gross margin only turned positive in 2020 and is expected to be 19.3% in 2021. EBITDA is expected to be negative $258 million in 2021 and a positive $206 million in 2022. Free cash flow is expected to be negative $42 million in 2021 before turning to a positive $354 million in 2022.</p>\n<p>However, despite the cash burn expected in 2021, investors should feel at ease since the company exited2020with $5.9 billion of cash and cash equivalents. Including $600 million in short-term investments and subtracting ~$2.1 billion in debt and operating leases and the expected negative free cash flow in 2021, NIO should exit 2021 with over $4 billion in net cash and investments. That is plenty of buffers since NIO is expected to generate positive free cash flow in 2022.</p>\n<p><b>Risks</b></p>\n<p>There are many risks associated with owning NIO.</p>\n<p>Expanding outside of China comes will take a lot of capital and come with plenty of uncertainty. The company will need to establish credibility in mature automotive markets with consumers accustomed to buying from legacy OEMs.</p>\n<p>NIO's business model is innovative and new. Unfortunately, the flip side of that is that it is untested, and NIO remains unprofitable. For many investors, NIO will remain a \"show me\" story until the profitability of its business model improves.</p>\n<p>Although its battery swapping strategy is highly differentiated and seems to be growing rapidly, the jury is still out on the ultimate market share of battery swapping or fast-charging infrastructure. If fast charging technology continues to advance significantly, it will likely erode a key advantage of battery swapping: speed.</p>\n<p>NIO's ability to expand globally may be limited by the rising geopolitical tension between China and the US, and to a lesser extent, with Japan and Europe. The geopolitical situation remains highly opaque and uncertain and is a risk factor for all auto OEMs.</p>\n<p>Auto OEMs are currently facing a severe chipshortage. In addition, the chip density in automobiles is increasing, making the OEMs increasingly reliant on semiconductor suppliers and foundries.</p>\n<p>NIO's competitive advantages may not overcome the massive scale advantage of ICE OEMs and much bigger EV players like Tesla and China's BYD.</p>\n<p><b>Takeaway</b></p>\n<p>The more I learn about NIO, the more impressed I am by the company'sinnovation, competitive advantages, and ambition. Entering the European market through Norway, backed up by a sound and comprehensive execution plan, strikes me as a brilliant move. The company has billions on the balance sheet to support its global vision and currently trades at a reasonable valuation.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Takes On The World</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\">\nNIO Takes On The World\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 17:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435772-nio-takes-on-world><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO has been winning in China. Now it is going global.\nFirst stop: Norway; a brilliant strategic move.\nNIO is high-risk, high-reward. Valuation seems reasonable, short interest low, and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4435772-nio-takes-on-world\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4435772-nio-takes-on-world","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1172678753","content_text":"Summary\n\nNIO has been winning in China. Now it is going global.\nFirst stop: Norway; a brilliant strategic move.\nNIO is high-risk, high-reward. Valuation seems reasonable, short interest low, and sentiment has been improving.\n\nNIO Inc.(NYSE:NIO)stands out for its strong market position and innovation in the rapidly growing and highly competitive electric vehicle industry. Now, the company has plans to expand outside of China, with a brilliant strategy of first winning Norway.\nIn this article, we will analyze NIO's global expansion plans, as well as an updated analysis of the stock's trading, valuation, financials, and risks. Please also read my recent articleNIO Is Winningfor a broader analysis of the company's competitive advantages.\nThe Plan\nNIO has been winning in China, the single largest and most competitive EV market in the world. Now, the company is set to take on the world. First stop: Norway.\nIn May of this year, NIOannouncedthat it plans to sell the NIO ES8, the company's flagship seven-seater SUV, in its first overseas store in Oslo starting in September this year. By 2022, the company aims to expand its store network to other Norwegian cities and deliver the ET7.\nNorway is an excellent starting point given its affluent citizens, supportive attitude towards EVs, and relatively high global prestige. For example, in 2020,Norway'sper-capita GDP is over $75,000, well above theUK's$43,000.\nAnother important reason for starting in Norway is the lack of domestic competitors. In Germany, you have Volkswagen (OTCPK:VWAGY). In France, you have Stellantis (STLA). In other words, it should be easier to win in Norway, and winning Norway will give the company credibility and momentum to win the rest of Europe and the rest of the world.\nThis is a very smart move indeed.\n\nSource: Company\nUnlike SAIC, BYD (OTCPK:BYDDF), and XPeng (XPEV) - which are also exporting to Europe - NIO is taking a different approach. The company plans to localize its entire ecosystem to create a unique premium EV ownership experience that parallels the Chineseecosystem strategy.\nLike in China, NIO will build both digital and physical infrastructure to support the brand. A dedicated mobile app will be available in Norway, supported by a lifestyle brand campaign in collaboration with local artists and a user advisory board. The firstNIO Houseoutside China will officially open in the third quarter in Oslo. In 2022, four NIO Spaces will open in Bergen, Stavanger, Trondheim, and Kristiansand.\nIn addition, the company will also open an 18,000 square meter service center, charging stations, and battery swapping stations.\nSource: Company\nAll of this will cost a lot of money, but it is important to establish a successful beachhead in Europe, and the company has plenty of cash (seeFinancialsection).\nThe Opportunity: Europe\nIt might come as a surprise to readers that EVs already dominate the Norwegian carmarketwith a 54% market share in 2020 and a 66.7% market share in December 2020. Adoption of EVs is driven by the country's aggressive target of ending the sale of petrol and diesel cars by 2025.\nIn 2020, 76,804 electric vehicles weresoldin Norway. That is a lot of EVs, but just a small fraction of the 1.4 million electric vehiclessoldin Europe that year.\nEurope offers massive growth opportunities for NIO, and management has repeatedly expressed interest in going after all of Europe. In 2020, the combined EV markets of this economic blocksurpassedChina for the first time. The combination of regulation, incentives, and public acceptance sent purchases of new EVs in Europe last year to 1.4 million from 595,000 the year before. Sales of EVs in China came in at 1.3 million, up from 1.2 million the yearbefore.\nAccording to JATO Dynamics, plug-in EVs accounted for 12% of all new car sales in the EU last year, and Europe has a global market share of 43% in EVs. China and the EU together account for nearly the entire global market for EVs (mid-80% range).\nIn other words, NIO's serviceable addressable market (\"SAM\") doubles once it establishes a successful beachhead in Oslo. Stay tuned for September!\nTrading & Valuation\nSentiment on the stock has been improving significantly since May 2021. Since the beginning of June, the stock has been trading above its 200-day moving average after spending the previous month below this important technical indicator.\nAlthough the stock has been on a tear recently, short interest remains stable and low at around 5.2% of shares outstanding. This suggests little skepticism from professional skeptics - an assuring sign.\nSince NIO is not yet profitable, we will look at the forward EV/Sales multiple as is typical for hyper-growth companies not yet generating a profit. The company went public in September 2018, trading at around 7 to 8 times EV/Sales, before bottoming out at around 0.7 times sales in May 2019. The market, however, caught the EV fever in April 2020 and sent NIO's valuation soaring to a peak of 14.6x by January 2021.\nAfter the growth sell-off we recently experienced, NIO is currently sitting at a much more reasonable 8 times forward sales. This is a significant discount to Tesla's(NASDAQ:TSLA)10.2 times forward EV/Sales despite growing twice as fast (TSLA is expected to grow revenues by 57% in 2021 compared to NIO's 117%).\nFinancials\nNIO is in hyper-growth mode. In 2020, the company generated $2.5 billion in revenue, up 126% y/y. In 2021, the company is expected to grow 117% y/y to $5.4 billion.\nThe company is not yet profitable but is expected to be by 2022. Gross margin only turned positive in 2020 and is expected to be 19.3% in 2021. EBITDA is expected to be negative $258 million in 2021 and a positive $206 million in 2022. Free cash flow is expected to be negative $42 million in 2021 before turning to a positive $354 million in 2022.\nHowever, despite the cash burn expected in 2021, investors should feel at ease since the company exited2020with $5.9 billion of cash and cash equivalents. Including $600 million in short-term investments and subtracting ~$2.1 billion in debt and operating leases and the expected negative free cash flow in 2021, NIO should exit 2021 with over $4 billion in net cash and investments. That is plenty of buffers since NIO is expected to generate positive free cash flow in 2022.\nRisks\nThere are many risks associated with owning NIO.\nExpanding outside of China comes will take a lot of capital and come with plenty of uncertainty. The company will need to establish credibility in mature automotive markets with consumers accustomed to buying from legacy OEMs.\nNIO's business model is innovative and new. Unfortunately, the flip side of that is that it is untested, and NIO remains unprofitable. For many investors, NIO will remain a \"show me\" story until the profitability of its business model improves.\nAlthough its battery swapping strategy is highly differentiated and seems to be growing rapidly, the jury is still out on the ultimate market share of battery swapping or fast-charging infrastructure. If fast charging technology continues to advance significantly, it will likely erode a key advantage of battery swapping: speed.\nNIO's ability to expand globally may be limited by the rising geopolitical tension between China and the US, and to a lesser extent, with Japan and Europe. The geopolitical situation remains highly opaque and uncertain and is a risk factor for all auto OEMs.\nAuto OEMs are currently facing a severe chipshortage. In addition, the chip density in automobiles is increasing, making the OEMs increasingly reliant on semiconductor suppliers and foundries.\nNIO's competitive advantages may not overcome the massive scale advantage of ICE OEMs and much bigger EV players like Tesla and China's BYD.\nTakeaway\nThe more I learn about NIO, the more impressed I am by the company'sinnovation, competitive advantages, and ambition. Entering the European market through Norway, backed up by a sound and comprehensive execution plan, strikes me as a brilliant move. The company has billions on the balance sheet to support its global vision and currently trades at a reasonable valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167233147,"gmtCreate":1624269286389,"gmtModify":1703832024047,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"Let’s gooo!&nbsp;","listText":"Let’s gooo!&nbsp;","text":"Let’s gooo!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167233147","repostId":"1135743520","repostType":4,"repost":{"id":"1135743520","pubTimestamp":1624268918,"share":"https://ttm.financial/m/news/1135743520?lang=&edition=fundamental","pubTime":"2021-06-21 17:48","market":"us","language":"en","title":"Nvidia Is A Real Threat, But AMD Has Proven Its Mettle","url":"https://stock-news.laohu8.com/highlight/detail?id=1135743520","media":"seekingalpha","summary":"Summary\n\nAMD has outmaneuvered Intel despite having a much smaller R&D budget and looks to continue ","content":"<p><b>Summary</b></p>\n<ul>\n <li>AMD has outmaneuvered Intel despite having a much smaller R&amp;D budget and looks to continue its superiority.</li>\n <li>NVDA is AMD’s true challenger with its foray into Arm-based architecture CPU that’s expected to provide huge revenue growth in the enterprise server market.</li>\n <li>With NVDA’s dominance in data center GPU and its impending CPU’s entry, the Xilinx acquisition through its FPGA’s leadership may prove to be the silver lining.</li>\n</ul>\n<p><b>Shrugging off Intel Yet Again</b></p>\n<p>This excellent recent technical piece byTom's Hardwaresummed up Advanced Micro Devices' (AMD) superior technological edge over Intel (INTC) in numerous key areas such that INTC investors may be left wondering whether the company will ever resume the lead again? AMD clearly outperformed INTC in multiple categories and offers its users the best \"performance-per-dollar\" experience that investors may be forgiven to think that AMD is actually the outright market share leader right now.</p>\n<p>In addition, INTC's comfort zone in integrated graphics card in the retail market will be facing competition from AMD soon when it launches theCezanne Ryzen 5000 APUs in Augustthat will mark the company's first integrated APU foray targeting the retail Desktop PC market to further extend AMD's lead in the categories that it has been dominating lately below:</p>\n<ul>\n <li>Gaming performance: Tie in mass market. AMD's lead in the high end segment.</li>\n <li>Productivity and Content Creation Performance (Non-gaming): AMD is the clear winner.</li>\n <li>Processor specifications and features: AMD is the clear winner.</li>\n <li>Overclocking potential: INTC is the clear winner.</li>\n <li>Power consumption and heat: AMD is the clear winner.</li>\n <li>Lithography: AMD is the clear winner.</li>\n <li>CPU drivers and software: INTC is the clear winner.</li>\n <li>CPU Architecture: AMD is the clear winner.</li>\n <li>CPU Security: AMD is the clear winner.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/f047f08c397e194e78cab2a740fc0d21\" tg-width=\"600\" tg-height=\"371\" referrerpolicy=\"no-referrer\">Market share of AMD x86 CPUs worldwide. Data source:Tom's Hardware, Mercury Research</p>\n<p>Therefore, it should not be surprising that INTC owned 79.3% of the x86 CPU market in Q1'21, down from a high of 89.4% in Q3'18. INTC has lost over 10% points of its market share in less than 3 years as AMD's technical superiority over INTC and its astute R&amp;D focus is likely to push AMD forward to further slice up INTC's CPU dominance.</p>\n<p><img src=\"https://static.tigerbbs.com/414a266ab3ac4d1464ea991496ec45eb\" tg-width=\"1280\" tg-height=\"747\" referrerpolicy=\"no-referrer\"></p>\n<p>INTC and AMD R&amp;D. Data source: S&amp;P Capital IQ</p>\n<p>What's even more surprising for INTC's technological blunders is that the company spent a huge amount of its revenue on R&amp;D (INTC LTM R&amp;D: $15.12B), with a budget that is 7x of what AMD (AMD LTM R&amp;D: $2.15B) spent. Moreover, AMD has been\"very disciplined\"with its R&amp;D spending as we could see LTM R&amp;D margin going down as a percentage of revenue from 24% in Q1'19 to 18.8% in Q1'21, and all this while gaining market share against INTC.</p>\n<p>Against this backdrop, INTC's R&amp;D margin has remained consistent as it continued to spend between 19.5% and 20.7% of its revenue over the same period. This goes to show that the folks over at AMD have really attained a very high level of R&amp;D proficiency, coupled with the much smaller R&amp;D budget as compared to what INTC had. AMD has demonstrated that the size of R&amp;D budgets alone may not necessarily win the game in this highly competitive industry. It's where and how you invest the budget that counted the most, and AMD surely had their R&amp;D investments all in the right areas.</p>\n<p><b>The Real Challenger is Nvidia</b></p>\n<p><img src=\"https://static.tigerbbs.com/09d511b3edfc99061c935f9269fbfc99\" tg-width=\"600\" tg-height=\"371\" referrerpolicy=\"no-referrer\"></p>\n<p>AMD and Nvidia (NVDA) discrete GPU [dGPU] shipment share. Data source: Jon Peddie Research</p>\n<p>While AMD seemed to have a relatively easy time in the CPU market against INTC, the same cannot be said in the dGPU accelerator market against the clear leader: NVDA. In fact, NVDA has further consolidated its lead in this market from its 72% shipment share in Q1'19 to 81% in Q1'21, further weakening AMD's grip in this segment.</p>\n<p>In addition, with NVDA's pending ARM acquisition (the company is expecting to close the deal in early 2022) and itsGrace Arm-based data center CPUfor AI and high-performance computing [HPC] in early 2023, NVDA has made it clear that it intended to further extend its TAM by also crossing over to INTC's and AMD's customary stronghold.</p>\n<p><img src=\"https://static.tigerbbs.com/2dd02b6f4c410982840bf2fa3a4eae39\" tg-width=\"932\" tg-height=\"576\" referrerpolicy=\"no-referrer\"></p>\n<p>Revenue from AI-driven hardware market. Data source: Tractica</p>\n<p>By referring to the chart above, investors should be able to observe clearly how crossing over to the CPU market would further extend its TAM for NVDA as that market (CPU, ASIC, FPGA, SoC) is expected to drive the largest sources of revenue which is expected to be more than 3x the data center GPU accelerator market that NVDA already owns a90% share in.</p>\n<p>AMD has also consolidated its position in this market on the pending closure of its Xilinx (XLNX) acquisition by the end of 2021. As this acquisition would provide the company the market leadership in FPGA, which have been discussedwidelyin thetech communityon whether it's better than GPU accelerators for AI. I find that the FPGA leadership would add another important element to defend AMD against NVDA's impending entry into the CPU segment, which if executed well could still represent a formidable challenge against NVDA in the growing AI-driven hardware market which is expected to grow rapidly.</p>\n<p>Therefore, the jury is still out on whether NVDA's foray into the data center CPU market would take significant market share away from AMD. However, one thing for sure, NVDA is going to likely be using its own Arm-based Grace CPUs in the future, and AMD may thus lose this share of revenue from NVDA. It's still too early to determine the likely revenue impact as AMD may likely offset it from other revenue streams, even if it does not partake in NVDA's GPU-driven growth in the future by supplying them with its CPUs.</p>\n<p>What's more of a concern though is whether NVDA's Arm-based CPU would become the future leader that may render AMD's and INTC's x86-based CPUs less relevant. In addition, the competition does not just come from the processor itself as NVDA has the CUDA X SDK that offers a clear competitiveadvantage over AMD's Rocmthrough its strong and growing community of developers.</p>\n<p><img src=\"https://static.tigerbbs.com/2225e1fd5cb9b8edef925d2c35634a7a\" tg-width=\"600\" tg-height=\"371\" referrerpolicy=\"no-referrer\"></p>\n<p>Performance of Armed-based processors vs x86. Data source: Wikibon</p>\n<p>In the above study, we could see clearly that for matrix workloads that typically require large amounts of data to be processed, the performance of Arm-based processors was found to be 50x better than x86 architecture, while for traditional workloads, x86 had the slight edge. Therefore, for deep-learning, machine learning and AI-driven workloads, it seems that NVDA's Grace CPU may have a strong fighting chance of taking away market share from AMD and INTC, if we assume that both companies do not assimilate Arm architecture into its future design.</p>\n<p>This may also be further complicated if NVDA is able to successfully complete the Arm acquisition, ramifications of which are currently unknown, even though the tech behemoths have already made their objections to NVDA's acquisition, in the view that theymay not be grantedthe same level of access after the acquisition.</p>\n<p><img src=\"https://static.tigerbbs.com/ba5c29e58a9f0b09f93028057773e2b9\" tg-width=\"600\" tg-height=\"371\" referrerpolicy=\"no-referrer\"></p>\n<p>Arm-based enterprise server processor revenue projections. Data source: Wikibon</p>\n<p>Furthermore, the revenue for Arm-based enterprise server is expected to grow rapidly from just $4.1B in 2019 to $82B by 2030, which would represent a phenomenal CAGR of 31.3%.</p>\n<p>A silver lining here is that AMD has clarified multiple times that it has the right capability to work with Arm's architecture if necessary:</p>\n<blockquote>\n So look, we know the ARM architecture well. Certainly, our engineers know it well. And we consider ARM a partner in many respects. We use ARM IP in various aspects of our devices. In terms of that specific custom ARM design, we don't have that in plans right now. In terms of whether we would do custom ARM designs, I think the answer is yes. That's the whole idea of the semi-custom business. And so I think it's less about ARM versus x86 and much more about having the right IP in the right sort of combination to satisfy sort of the customer solutions.\n</blockquote>\n<p>One key aspect here is that AMD currently doesn't have any Arm-based design while NVDA will be launching its Grace CPUs in a little less than two years. While NVDA's entry with its Arm-based CPU is beginning soon, I believe AMD will be watching the developments very closely, and I expect the company to act decisively if it deems that an Arm-based product is absolutely necessary. The company has demonstrated the size of the R&amp;D budget doesn't really matter, and taking on a much bigger rival like INTC is not something that it's new to. Therefore, investors shouldn't think AMD will be out of the game so early on.</p>\n<p>Therefore, I believe that AMD and NVDA both represent great opportunities for investors to consider, and they should both act as a hedge against the other. As a result, owning both of these stocks should allow investors to participate in two marvelous companies that should be able to provide superior long term returns from their growth drivers.</p>\n<p><b>Price Action and Technical Analysis</b></p>\n<p><img src=\"https://static.tigerbbs.com/49cdf4023521b868dfd7acfd937eff64\" tg-width=\"1280\" tg-height=\"784\" referrerpolicy=\"no-referrer\"></p>\n<p>Source: TradingView</p>\n<p>AMD's strong long-term uptrend bias should offer investors a lot of confidence in what the market thinks of the company. The 50W MA has often acted as a strong support for a while now and offers investors an amazing opportunity to add more positions whenever the price retraced to the 50W, as recently as May, along the support level of $71.6. Therefore investors should find a possible entry point if the price retraces to that level in future.</p>\n<p>One caveat though is the flush-up in price that we observed in July 20 where in price action parlance, we usually refer to such a flush-up as bearish in nature (signifying possible bull trap price action). Therefore, the support level at $49 remains in play if this bull trap bearish signal should play out in the future. However, investors should use the $49 level as a point where they should add even more positions to this long term leader.</p>\n<p><b>Wrapping It All Up</b></p>\n<p>AMD has demonstrated clearly that it could maintain a superior technological edge over its much larger CPU rival: INTC despite having a much smaller R&amp;D budget, which is indicative of its superior technological know-how and its high R&amp;D efficiencies. Investors in AMD should be assured of the company's bright prospects ahead.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Is A Real Threat, But AMD Has Proven Its Mettle</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 Is A Real Threat, But AMD Has Proven Its Mettle\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 17:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435634-nvidia-real-threat-amd-proven-mettle><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAMD has outmaneuvered Intel despite having a much smaller R&D budget and looks to continue its superiority.\nNVDA is AMD’s true challenger with its foray into Arm-based architecture CPU that’s...</p>\n\n<a href=\"https://seekingalpha.com/article/4435634-nvidia-real-threat-amd-proven-mettle\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4435634-nvidia-real-threat-amd-proven-mettle","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1135743520","content_text":"Summary\n\nAMD has outmaneuvered Intel despite having a much smaller R&D budget and looks to continue its superiority.\nNVDA is AMD’s true challenger with its foray into Arm-based architecture CPU that’s expected to provide huge revenue growth in the enterprise server market.\nWith NVDA’s dominance in data center GPU and its impending CPU’s entry, the Xilinx acquisition through its FPGA’s leadership may prove to be the silver lining.\n\nShrugging off Intel Yet Again\nThis excellent recent technical piece byTom's Hardwaresummed up Advanced Micro Devices' (AMD) superior technological edge over Intel (INTC) in numerous key areas such that INTC investors may be left wondering whether the company will ever resume the lead again? AMD clearly outperformed INTC in multiple categories and offers its users the best \"performance-per-dollar\" experience that investors may be forgiven to think that AMD is actually the outright market share leader right now.\nIn addition, INTC's comfort zone in integrated graphics card in the retail market will be facing competition from AMD soon when it launches theCezanne Ryzen 5000 APUs in Augustthat will mark the company's first integrated APU foray targeting the retail Desktop PC market to further extend AMD's lead in the categories that it has been dominating lately below:\n\nGaming performance: Tie in mass market. AMD's lead in the high end segment.\nProductivity and Content Creation Performance (Non-gaming): AMD is the clear winner.\nProcessor specifications and features: AMD is the clear winner.\nOverclocking potential: INTC is the clear winner.\nPower consumption and heat: AMD is the clear winner.\nLithography: AMD is the clear winner.\nCPU drivers and software: INTC is the clear winner.\nCPU Architecture: AMD is the clear winner.\nCPU Security: AMD is the clear winner.\n\nMarket share of AMD x86 CPUs worldwide. Data source:Tom's Hardware, Mercury Research\nTherefore, it should not be surprising that INTC owned 79.3% of the x86 CPU market in Q1'21, down from a high of 89.4% in Q3'18. INTC has lost over 10% points of its market share in less than 3 years as AMD's technical superiority over INTC and its astute R&D focus is likely to push AMD forward to further slice up INTC's CPU dominance.\n\nINTC and AMD R&D. Data source: S&P Capital IQ\nWhat's even more surprising for INTC's technological blunders is that the company spent a huge amount of its revenue on R&D (INTC LTM R&D: $15.12B), with a budget that is 7x of what AMD (AMD LTM R&D: $2.15B) spent. Moreover, AMD has been\"very disciplined\"with its R&D spending as we could see LTM R&D margin going down as a percentage of revenue from 24% in Q1'19 to 18.8% in Q1'21, and all this while gaining market share against INTC.\nAgainst this backdrop, INTC's R&D margin has remained consistent as it continued to spend between 19.5% and 20.7% of its revenue over the same period. This goes to show that the folks over at AMD have really attained a very high level of R&D proficiency, coupled with the much smaller R&D budget as compared to what INTC had. AMD has demonstrated that the size of R&D budgets alone may not necessarily win the game in this highly competitive industry. It's where and how you invest the budget that counted the most, and AMD surely had their R&D investments all in the right areas.\nThe Real Challenger is Nvidia\n\nAMD and Nvidia (NVDA) discrete GPU [dGPU] shipment share. Data source: Jon Peddie Research\nWhile AMD seemed to have a relatively easy time in the CPU market against INTC, the same cannot be said in the dGPU accelerator market against the clear leader: NVDA. In fact, NVDA has further consolidated its lead in this market from its 72% shipment share in Q1'19 to 81% in Q1'21, further weakening AMD's grip in this segment.\nIn addition, with NVDA's pending ARM acquisition (the company is expecting to close the deal in early 2022) and itsGrace Arm-based data center CPUfor AI and high-performance computing [HPC] in early 2023, NVDA has made it clear that it intended to further extend its TAM by also crossing over to INTC's and AMD's customary stronghold.\n\nRevenue from AI-driven hardware market. Data source: Tractica\nBy referring to the chart above, investors should be able to observe clearly how crossing over to the CPU market would further extend its TAM for NVDA as that market (CPU, ASIC, FPGA, SoC) is expected to drive the largest sources of revenue which is expected to be more than 3x the data center GPU accelerator market that NVDA already owns a90% share in.\nAMD has also consolidated its position in this market on the pending closure of its Xilinx (XLNX) acquisition by the end of 2021. As this acquisition would provide the company the market leadership in FPGA, which have been discussedwidelyin thetech communityon whether it's better than GPU accelerators for AI. I find that the FPGA leadership would add another important element to defend AMD against NVDA's impending entry into the CPU segment, which if executed well could still represent a formidable challenge against NVDA in the growing AI-driven hardware market which is expected to grow rapidly.\nTherefore, the jury is still out on whether NVDA's foray into the data center CPU market would take significant market share away from AMD. However, one thing for sure, NVDA is going to likely be using its own Arm-based Grace CPUs in the future, and AMD may thus lose this share of revenue from NVDA. It's still too early to determine the likely revenue impact as AMD may likely offset it from other revenue streams, even if it does not partake in NVDA's GPU-driven growth in the future by supplying them with its CPUs.\nWhat's more of a concern though is whether NVDA's Arm-based CPU would become the future leader that may render AMD's and INTC's x86-based CPUs less relevant. In addition, the competition does not just come from the processor itself as NVDA has the CUDA X SDK that offers a clear competitiveadvantage over AMD's Rocmthrough its strong and growing community of developers.\n\nPerformance of Armed-based processors vs x86. Data source: Wikibon\nIn the above study, we could see clearly that for matrix workloads that typically require large amounts of data to be processed, the performance of Arm-based processors was found to be 50x better than x86 architecture, while for traditional workloads, x86 had the slight edge. Therefore, for deep-learning, machine learning and AI-driven workloads, it seems that NVDA's Grace CPU may have a strong fighting chance of taking away market share from AMD and INTC, if we assume that both companies do not assimilate Arm architecture into its future design.\nThis may also be further complicated if NVDA is able to successfully complete the Arm acquisition, ramifications of which are currently unknown, even though the tech behemoths have already made their objections to NVDA's acquisition, in the view that theymay not be grantedthe same level of access after the acquisition.\n\nArm-based enterprise server processor revenue projections. Data source: Wikibon\nFurthermore, the revenue for Arm-based enterprise server is expected to grow rapidly from just $4.1B in 2019 to $82B by 2030, which would represent a phenomenal CAGR of 31.3%.\nA silver lining here is that AMD has clarified multiple times that it has the right capability to work with Arm's architecture if necessary:\n\n So look, we know the ARM architecture well. Certainly, our engineers know it well. And we consider ARM a partner in many respects. We use ARM IP in various aspects of our devices. In terms of that specific custom ARM design, we don't have that in plans right now. In terms of whether we would do custom ARM designs, I think the answer is yes. That's the whole idea of the semi-custom business. And so I think it's less about ARM versus x86 and much more about having the right IP in the right sort of combination to satisfy sort of the customer solutions.\n\nOne key aspect here is that AMD currently doesn't have any Arm-based design while NVDA will be launching its Grace CPUs in a little less than two years. While NVDA's entry with its Arm-based CPU is beginning soon, I believe AMD will be watching the developments very closely, and I expect the company to act decisively if it deems that an Arm-based product is absolutely necessary. The company has demonstrated the size of the R&D budget doesn't really matter, and taking on a much bigger rival like INTC is not something that it's new to. Therefore, investors shouldn't think AMD will be out of the game so early on.\nTherefore, I believe that AMD and NVDA both represent great opportunities for investors to consider, and they should both act as a hedge against the other. As a result, owning both of these stocks should allow investors to participate in two marvelous companies that should be able to provide superior long term returns from their growth drivers.\nPrice Action and Technical Analysis\n\nSource: TradingView\nAMD's strong long-term uptrend bias should offer investors a lot of confidence in what the market thinks of the company. The 50W MA has often acted as a strong support for a while now and offers investors an amazing opportunity to add more positions whenever the price retraced to the 50W, as recently as May, along the support level of $71.6. Therefore investors should find a possible entry point if the price retraces to that level in future.\nOne caveat though is the flush-up in price that we observed in July 20 where in price action parlance, we usually refer to such a flush-up as bearish in nature (signifying possible bull trap price action). Therefore, the support level at $49 remains in play if this bull trap bearish signal should play out in the future. However, investors should use the $49 level as a point where they should add even more positions to this long term leader.\nWrapping It All Up\nAMD has demonstrated clearly that it could maintain a superior technological edge over its much larger CPU rival: INTC despite having a much smaller R&D budget, which is indicative of its superior technological know-how and its high R&D efficiencies. Investors in AMD should be assured of the company's bright prospects ahead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167239379,"gmtCreate":1624269215091,"gmtModify":1703832022075,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"Good alerts","listText":"Good alerts","text":"Good alerts","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/167239379","repostId":"1154249454","repostType":4,"repost":{"id":"1154249454","pubTimestamp":1624230573,"share":"https://ttm.financial/m/news/1154249454?lang=&edition=fundamental","pubTime":"2021-06-21 07:09","market":"us","language":"en","title":"Nike, FedEx, Johnson & Johnson, Darden, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1154249454","media":"barrons","summary":"A handful of notable companies will release their latest results toward the end of this week.Nike,FedEx,andDarden Restaurantswill report on Thursday, followed by CarMax and Paychex on Friday. Wednesday will also feature analyst days and investor events from Johnson & Johnson, GlaxoSmithKline,and Equinix.Economic data out this week include IHS’ Manufacturing and Services Purchasing Managers’ Indexes for June on Wednesday. Both are expected to hold near their record highs. The Census Bureau will r","content":"<p>A handful of notable companies will release their latest results toward the end of this week.Nike,FedEx,andDarden Restaurantswill report on Thursday, followed by CarMax and Paychex on Friday. Wednesday will also feature analyst days and investor events from&nbsp;Johnson &amp;&nbsp;Johnson,&nbsp;GlaxoSmithKline,and&nbsp;Equinix.</p>\n<p>Economic data out this week include IHS’ Manufacturing and Services Purchasing Managers’ Indexes for June on Wednesday. Both are expected to hold near their record highs. The Census Bureau will release the durable-goods report for May on Thursday. Orders—often seen as a decent proxy for business investment—are expected to rise 3.3% month over month.</p>\n<p>And on Friday, the Bureau of Economic Analysis will report personal income and consumption for May. Spending is forecast to continue rising despite a drop off in income as stimulus checks finished being sent out in April.</p>\n<p>Monday 6/21</p>\n<p><b>The Federal Reserve Bank</b>of Chicago releases its National Activity index, a gauge of overall economic activity, for May. Expectations are for a 0.50 reading, higher than April’s 0.24 figure. A positive reading indicates economic growth that is above historical trends.</p>\n<p>Tuesday 6/22</p>\n<p><b>The National Association</b>of Realtors reports existing-home sales for May. Economists forecast a seasonally adjusted annual rate of 5.7 million homes sold, about 150,000 fewer than the April data. Existing-home sales have fallen for three consecutive months, as supply hasn’t been able to keep up with demand.</p>\n<p>Wednesday 6/23</p>\n<p>Equinix hosts its 2021 analyst day, when the company will update its long-term financial outlook.</p>\n<p>GlaxoSmithKline hosts a conference call, featuring its CEO, Emma Walmsley, to update investors on the company’s strategy for growth and shareholder value creation.</p>\n<p>Johnson &amp; Johnson hosts a webcast to discuss its ESG strategy.</p>\n<p><b>The Census Bureau</b>reports new residential construction data for May. Consensus estimate is for a seasonally adjusted annual rate of 875,000 new single-family homes sold, slightly higher than April’s 863,000. Similar to existing-home sales, new-home sales have fallen from their recent peak of 993,000 in January of this year.</p>\n<p><b>IHS Markitreports</b>both its Manufacturing and Services Purchasing Managers’ indexes for June. Expectations are for a 61.5 reading for the Manufacturing PMI, and a 69.8 figure for the Services PMI. Both projections are comparable to the May data as well as being near record highs for their respective indexes.</p>\n<p>Thursday 6/24</p>\n<p><b>The Bureau of Economic Analysis</b>reports the third and final estimate of first-quarter gross-domestic-product growth. Economists forecast a seasonally adjusted annual growth rate of 6.4%.</p>\n<p>Accenture,Darden Restaurants, FedEx, and Nike hold conference calls to discuss quarterly results.</p>\n<p><b>The Bank of England</b>announces its monetary-policy decision. The central bank is widely expected to keep its key interest rate at 0.1%.</p>\n<p><b>The Census Bureau</b>releases the durable-goods report for May. The consensus call is for new orders of manufactured goods to rise 2.8% month over month to $253 billion. Excluding transportation, new orders are projected at 1%, matching the April data.</p>\n<p>Friday 6/25</p>\n<p>CarMax and Paychex report earnings.</p>\n<p><b>The BEA reports</b>personal income and consumption for May. Income is expected to fall 3% month over month, after plummeting 13.1% in April. This reflects a dropoff in stimulus checks that first were sent out in March. Spending is seen rising 0.5%, comparable to the April data.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nike, FedEx, Johnson & Johnson, Darden, and Other Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNike, FedEx, Johnson & Johnson, Darden, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 07:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nike-fedex-johnson-johnson-darden-and-other-stocks-for-investors-to-watch-this-week-51624215603?mod=hp_LEAD_3><strong>barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A handful of notable companies will release their latest results toward the end of this week.Nike,FedEx,andDarden Restaurantswill report on Thursday, followed by CarMax and Paychex on Friday. ...</p>\n\n<a href=\"https://www.barrons.com/articles/nike-fedex-johnson-johnson-darden-and-other-stocks-for-investors-to-watch-this-week-51624215603?mod=hp_LEAD_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKE":"耐克","JNJ":"强生","DRI":"达登饭店","FDX":"联邦快递"},"source_url":"https://www.barrons.com/articles/nike-fedex-johnson-johnson-darden-and-other-stocks-for-investors-to-watch-this-week-51624215603?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154249454","content_text":"A handful of notable companies will release their latest results toward the end of this week.Nike,FedEx,andDarden Restaurantswill report on Thursday, followed by CarMax and Paychex on Friday. Wednesday will also feature analyst days and investor events from Johnson & Johnson, GlaxoSmithKline,and Equinix.\nEconomic data out this week include IHS’ Manufacturing and Services Purchasing Managers’ Indexes for June on Wednesday. Both are expected to hold near their record highs. The Census Bureau will release the durable-goods report for May on Thursday. Orders—often seen as a decent proxy for business investment—are expected to rise 3.3% month over month.\nAnd on Friday, the Bureau of Economic Analysis will report personal income and consumption for May. Spending is forecast to continue rising despite a drop off in income as stimulus checks finished being sent out in April.\nMonday 6/21\nThe Federal Reserve Bankof Chicago releases its National Activity index, a gauge of overall economic activity, for May. Expectations are for a 0.50 reading, higher than April’s 0.24 figure. A positive reading indicates economic growth that is above historical trends.\nTuesday 6/22\nThe National Associationof Realtors reports existing-home sales for May. Economists forecast a seasonally adjusted annual rate of 5.7 million homes sold, about 150,000 fewer than the April data. Existing-home sales have fallen for three consecutive months, as supply hasn’t been able to keep up with demand.\nWednesday 6/23\nEquinix hosts its 2021 analyst day, when the company will update its long-term financial outlook.\nGlaxoSmithKline hosts a conference call, featuring its CEO, Emma Walmsley, to update investors on the company’s strategy for growth and shareholder value creation.\nJohnson & Johnson hosts a webcast to discuss its ESG strategy.\nThe Census Bureaureports new residential construction data for May. Consensus estimate is for a seasonally adjusted annual rate of 875,000 new single-family homes sold, slightly higher than April’s 863,000. Similar to existing-home sales, new-home sales have fallen from their recent peak of 993,000 in January of this year.\nIHS Markitreportsboth its Manufacturing and Services Purchasing Managers’ indexes for June. Expectations are for a 61.5 reading for the Manufacturing PMI, and a 69.8 figure for the Services PMI. Both projections are comparable to the May data as well as being near record highs for their respective indexes.\nThursday 6/24\nThe Bureau of Economic Analysisreports the third and final estimate of first-quarter gross-domestic-product growth. Economists forecast a seasonally adjusted annual growth rate of 6.4%.\nAccenture,Darden Restaurants, FedEx, and Nike hold conference calls to discuss quarterly results.\nThe Bank of Englandannounces its monetary-policy decision. The central bank is widely expected to keep its key interest rate at 0.1%.\nThe Census Bureaureleases the durable-goods report for May. The consensus call is for new orders of manufactured goods to rise 2.8% month over month to $253 billion. Excluding transportation, new orders are projected at 1%, matching the April data.\nFriday 6/25\nCarMax and Paychex report earnings.\nThe BEA reportspersonal income and consumption for May. Income is expected to fall 3% month over month, after plummeting 13.1% in April. This reflects a dropoff in stimulus checks that first were sent out in March. Spending is seen rising 0.5%, comparable to the April data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165870534,"gmtCreate":1624119840028,"gmtModify":1703829085107,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"Is this a scare tactics for the retail investors to sell their meme stocks?&nbsp;","listText":"Is this a scare tactics for the retail investors to sell their meme stocks?&nbsp;","text":"Is this a scare tactics for the retail investors to sell their meme stocks?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/165870534","repostId":"1166679093","repostType":4,"repost":{"id":"1166679093","pubTimestamp":1624065234,"share":"https://ttm.financial/m/news/1166679093?lang=&edition=fundamental","pubTime":"2021-06-19 09:13","market":"us","language":"en","title":"3 Meme Stocks Wall Street Predicts Will Plunge More Than 20%","url":"https://stock-news.laohu8.com/highlight/detail?id=1166679093","media":"fool","summary":"Meme stocks have been all the rage so far this year. That's understandable, with several of them del","content":"<p>Meme stocks have been all the rage so far this year. That's understandable, with several of them delivering triple-digit and even four-digit percentage gains.</p>\n<p>However, what goes up can come down. Analysts don't expect the online frenzy fueling the ginormous jumps for some of the most popular stocks will be sustainable. Here are three meme stocks that Wall Street thinks will plunge by more than 20% within the next 12 months.</p>\n<p>AMC Entertainment</p>\n<p><b>AMC Entertainment</b>(NYSE:AMC)ranks as the best-performing meme stock of all. Shares of the movie theater operator have skyrocketed close to 2,500% year to date.</p>\n<p>The consensus among analysts, though, is that the stock could lose 90% of its current value. Even the most optimistic analyst surveyed by Refinitiv has a price target for AMC that's more than 70% below the current share price.</p>\n<p>But isn't AMC's business picking up? Yep. The easing of restrictions has enabled the company to reopen 99% of its U.S. theaters. AMC could benefit as seating capacity limitations imposed by state and local governments are raised. Thereleases of multiple movies this summerand later this year that are likely to be hits should also help.</p>\n<p>However, Wall Street clearly believes that AMC's share price has gotten way ahead of its business prospects. The stock is trading at nearly eight times higher than it was before the COVID-19 pandemic.</p>\n<p>Clover Health Investments</p>\n<p>Only a few days ago, it looked like&nbsp;<b>Clover Health Investments</b>(NASDAQ:CLOV)might push AMC to the side as the hottest meme stock. Retail investors viewed Clover as a primeshort squeezecandidate.</p>\n<p>Since the beginning of June, shares of Clover Health have jumped more than 65%. Analysts, however, don't expect those gains to last. The average price target for the stock is 25% below the current share price.</p>\n<p>Clover Health's valuation does seem to have gotten out of hand. The healthcare stock currently trades at more than 170 times trailing-12-month sales. That's a nosebleed level, especially considering that the company is the subject of investigations by the U.S. Department of Justice and the Securities and Exchange Commission.</p>\n<p>Still, Clover Health could deliver improving financial results this year. The company hopes to significantly increase its membership by targeting the original Medicare program. This represents a major new market opportunity in addition to its current Medicare Advantage business.</p>\n<p>Sundial Growers</p>\n<p>At one point earlier this year,&nbsp;<b>Sundial Growers</b>(NASDAQ:SNDL)appeared to be a legitimate contender to become the biggest winner among meme stocks. The Canadian marijuana stock vaulted more than 520% higher year to date before giving up much of its gains. However, Sundial's share price has still more than doubled in 2021.</p>\n<p>Analysts anticipate that the pot stock could fall even further. The consensus price target for Sundial reflects a 23% discount to its current share price. One analyst even thinks the stock could sink 55%.</p>\n<p>There certainly are reasons to be pessimistic about Sundial's core cannabis business. The company's net cannabis revenue fell year over year in the first quarter of 2021. Although Sundial is taking steps that it hopes will turn things around, it remains to be seen if those efforts will succeed.</p>\n<p>Sundial's business deals could give investors reasons for optimism. After all, the company posted positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) in Q1 due to its investments.</p>\n<p>However, the cash that Sundial is using to make these investments has come at the cost of increased dilution of its stock. The company can't afford any additional dilution without having to resort to desperate measures to keep its listing on the&nbsp;<b>Nasdaq</b>&nbsp;stock exchange.</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>3 Meme Stocks Wall Street Predicts Will Plunge More Than 20%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Meme Stocks Wall Street Predicts Will Plunge More Than 20%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-19 09:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/18/3-meme-stocks-wall-street-predicts-will-plunge-mor/><strong>fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meme stocks have been all the rage so far this year. That's understandable, with several of them delivering triple-digit and even four-digit percentage gains.\nHowever, what goes up can come down. ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/18/3-meme-stocks-wall-street-predicts-will-plunge-mor/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CLOV":"Clover Health Corp","AMC":"AMC院线","SNDL":"SNDL Inc."},"source_url":"https://www.fool.com/investing/2021/06/18/3-meme-stocks-wall-street-predicts-will-plunge-mor/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166679093","content_text":"Meme stocks have been all the rage so far this year. That's understandable, with several of them delivering triple-digit and even four-digit percentage gains.\nHowever, what goes up can come down. Analysts don't expect the online frenzy fueling the ginormous jumps for some of the most popular stocks will be sustainable. Here are three meme stocks that Wall Street thinks will plunge by more than 20% within the next 12 months.\nAMC Entertainment\nAMC Entertainment(NYSE:AMC)ranks as the best-performing meme stock of all. Shares of the movie theater operator have skyrocketed close to 2,500% year to date.\nThe consensus among analysts, though, is that the stock could lose 90% of its current value. Even the most optimistic analyst surveyed by Refinitiv has a price target for AMC that's more than 70% below the current share price.\nBut isn't AMC's business picking up? Yep. The easing of restrictions has enabled the company to reopen 99% of its U.S. theaters. AMC could benefit as seating capacity limitations imposed by state and local governments are raised. Thereleases of multiple movies this summerand later this year that are likely to be hits should also help.\nHowever, Wall Street clearly believes that AMC's share price has gotten way ahead of its business prospects. The stock is trading at nearly eight times higher than it was before the COVID-19 pandemic.\nClover Health Investments\nOnly a few days ago, it looked like Clover Health Investments(NASDAQ:CLOV)might push AMC to the side as the hottest meme stock. Retail investors viewed Clover as a primeshort squeezecandidate.\nSince the beginning of June, shares of Clover Health have jumped more than 65%. Analysts, however, don't expect those gains to last. The average price target for the stock is 25% below the current share price.\nClover Health's valuation does seem to have gotten out of hand. The healthcare stock currently trades at more than 170 times trailing-12-month sales. That's a nosebleed level, especially considering that the company is the subject of investigations by the U.S. Department of Justice and the Securities and Exchange Commission.\nStill, Clover Health could deliver improving financial results this year. The company hopes to significantly increase its membership by targeting the original Medicare program. This represents a major new market opportunity in addition to its current Medicare Advantage business.\nSundial Growers\nAt one point earlier this year, Sundial Growers(NASDAQ:SNDL)appeared to be a legitimate contender to become the biggest winner among meme stocks. The Canadian marijuana stock vaulted more than 520% higher year to date before giving up much of its gains. However, Sundial's share price has still more than doubled in 2021.\nAnalysts anticipate that the pot stock could fall even further. The consensus price target for Sundial reflects a 23% discount to its current share price. One analyst even thinks the stock could sink 55%.\nThere certainly are reasons to be pessimistic about Sundial's core cannabis business. The company's net cannabis revenue fell year over year in the first quarter of 2021. Although Sundial is taking steps that it hopes will turn things around, it remains to be seen if those efforts will succeed.\nSundial's business deals could give investors reasons for optimism. After all, the company posted positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) in Q1 due to its investments.\nHowever, the cash that Sundial is using to make these investments has come at the cost of increased dilution of its stock. The company can't afford any additional dilution without having to resort to desperate measures to keep its listing on the Nasdaq stock exchange.","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166389546,"gmtCreate":1623991722485,"gmtModify":1703825949498,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"What is the target price?&nbsp;","listText":"What is the target price?&nbsp;","text":"What is the target price?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166389546","repostId":"1175693382","repostType":4,"repost":{"id":"1175693382","pubTimestamp":1623978463,"share":"https://ttm.financial/m/news/1175693382?lang=&edition=fundamental","pubTime":"2021-06-18 09:07","market":"hk","language":"en","title":"Alibaba Stock: The Bottoming Process Looks To Be Forming Already","url":"https://stock-news.laohu8.com/highlight/detail?id=1175693382","media":"seekingalpha","summary":"Alibaba is probably the most undervalued growth stock right now.The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.The short term technical picture may be turning bullish with a potential double bottom price action signal.When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Alibaba is probably the most undervalued growth stock right now.</li>\n <li>The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.</li>\n <li>The short term technical picture may be turning bullish with a potential double bottom price action signal.</li>\n <li>We discuss the company’s multiple growth drivers and let investors judge for themselves.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05e63c77d4f3f3dc3d618e43044638bb\" tg-width=\"768\" tg-height=\"512\"><span>Yongyuan Dai/iStock Unreleased via Getty Images</span></p>\n<p><b>The Technical Thesis</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7febf6ed056b0e3bc038321cdaad9b1c\" tg-width=\"1280\" tg-height=\"782\"><span>Source: TradingView</span></p>\n<p>Alibaba’s&nbsp;stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.</p>\n<p><b>BABA's Fundamental Thesis: Rapidly Expanding Growth Drivers</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eba49f5881708929949c30628eedc5d4\" tg-width=\"934\" tg-height=\"578\"><span>Annual GMV. Data source: Company filings</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d6c4ed3e2402f5af52b2dea8bab411\" tg-width=\"836\" tg-height=\"517\"><span>Annual e-commerce revenue. Data source: Company filings</span></p>\n<p>BABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.</p>\n<p>Even though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffe2dee43f267e1d1399c68e3ca60f36\" tg-width=\"600\" tg-height=\"371\"><span>E-commerce revenue in the U.S. Data source: Statista</span></p>\n<p>When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d5a8d0d8a6a2dcdf667a6f33c6c9771\" tg-width=\"1280\" tg-height=\"702\"><span>Peers EBIT Margin and Projected EBIT Margin. Data source: S&amp;P Capital IQ</span></p>\n<p>Even though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&amp;A, and therefore skewed its EBIT margin to the downside.</p>\n<p>One important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of&nbsp;823M AAC&nbsp;in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only&nbsp;100M AAC in Q2’C17&nbsp;as compared to BABA’s 466M AAC in the same period.</p>\n<p>Therefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b83b69b08b1f4b11a26393c8e6eead5\" tg-width=\"600\" tg-height=\"371\"><span>Market size of community group buying in China. Data source: iiMedia Research</span></p>\n<p>Even though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b97b2b4a8a182dc9846d8fb7e4039877\" tg-width=\"1280\" tg-height=\"770\"><span>PDD profitability metrics &amp; revenue growth forecast. Data source: S&amp;P Capital IQ</span></p>\n<p>We could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aadc32155b4108426a1a982e3b5b1c2\" tg-width=\"640\" tg-height=\"360\"><span>China public cloud spending. Source:China Internet Watch; Canalys</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c1538b9f7bdc8d6d35a72d9acf8ecbc\" tg-width=\"600\" tg-height=\"371\"><span>Size of China public cloud market. Data source: CAICT; Sina.com.cn</span></p>\n<p>BABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06198c569504bc303c34563041dfb294\" tg-width=\"600\" tg-height=\"371\"><span>Worldwide public cloud spending. Data source: Gartner</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8482037f60575f964053ab732496bee3\" tg-width=\"1176\" tg-height=\"700\"><span>Worldwide public cloud market share. Source:CnTechPost; Gartner</span></p>\n<p>Therefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.</p>\n<p><b>BABA's Valuations Look Highly Compelling</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62a087c4b3ef7efc2c5dde813e3b959d\" tg-width=\"1000\" tg-height=\"600\"><span>NTM TEV / EBIT 3Y range.</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2605c0e5ad364a7a43929fef204595c\" tg-width=\"1280\" tg-height=\"687\"><span>EV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&amp;P Capital IQ</span></p>\n<p>When we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27873e676dfb23c98d4a69aa5861e02\" tg-width=\"1280\" tg-height=\"1117\"><span>Peers EV / EBIT Valuations. Data source: S&amp;P Capital IQ</span></p>\n<p>By using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.</p>\n<p><b>Risks to Assumptions</b></p>\n<p>Now, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.</p>\n<p><b>Wrapping It All Up</b></p>\n<p>Alibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.</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>Alibaba Stock: The Bottoming Process Looks To Be Forming Already</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: The Bottoming Process Looks To Be Forming Already\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 09:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short...</p>\n\n<a href=\"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now\">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://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175693382","content_text":"Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short term technical picture may be turning bullish with a potential double bottom price action signal.\nWe discuss the company’s multiple growth drivers and let investors judge for themselves.\n\nYongyuan Dai/iStock Unreleased via Getty Images\nThe Technical Thesis\nSource: TradingView\nAlibaba’s stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.\nBABA's Fundamental Thesis: Rapidly Expanding Growth Drivers\nAnnual GMV. Data source: Company filings\nAnnual e-commerce revenue. Data source: Company filings\nBABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.\nEven though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.\nE-commerce revenue in the U.S. Data source: Statista\nWhen we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.\nPeers EBIT Margin and Projected EBIT Margin. Data source: S&P Capital IQ\nEven though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&A, and therefore skewed its EBIT margin to the downside.\nOne important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of 823M AAC in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only 100M AAC in Q2’C17 as compared to BABA’s 466M AAC in the same period.\nTherefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.\nMarket size of community group buying in China. Data source: iiMedia Research\nEven though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.\nPDD profitability metrics & revenue growth forecast. Data source: S&P Capital IQ\nWe could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.\nChina public cloud spending. Source:China Internet Watch; Canalys\nSize of China public cloud market. Data source: CAICT; Sina.com.cn\nBABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.\nWorldwide public cloud spending. Data source: Gartner\nWorldwide public cloud market share. Source:CnTechPost; Gartner\nTherefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.\nBABA's Valuations Look Highly Compelling\nNTM TEV / EBIT 3Y range.\nEV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&P Capital IQ\nWhen we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.\nPeers EV / EBIT Valuations. Data source: S&P Capital IQ\nBy using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.\nRisks to Assumptions\nNow, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.\nWrapping It All Up\nAlibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378314134,"gmtCreate":1619000624628,"gmtModify":1704718093339,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"Value stocks vs speculative stocks. Which one dou think will prevail in 2021?&nbsp;","listText":"Value stocks vs speculative stocks. Which one dou think will prevail in 2021?&nbsp;","text":"Value stocks vs speculative stocks. Which one dou think will prevail in 2021?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378314134","repostId":"1148637565","repostType":4,"repost":{"id":"1148637565","pubTimestamp":1618977720,"share":"https://ttm.financial/m/news/1148637565?lang=&edition=fundamental","pubTime":"2021-04-21 12:02","market":"us","language":"en","title":"Why Growth Stocks’ Rebound Doesn’t Mean Value’s Comeback Is Over","url":"https://stock-news.laohu8.com/highlight/detail?id=1148637565","media":"Barron's","summary":"Stocks like Apple and Tesla are again leading the market, raising questions about whether a short re","content":"<p>Stocks like Apple and Tesla are again leading the market, raising questions about whether a short reprieve for shares of companies closely linked to the economy—overlooked for close to a decade—may already be over. But the market’s latest moves may indicate only a pause, rather than a reversal in value’s comeback.</p><p>Value stocks, or those that typically trade at a low multiples versus their cash flow or other metrics, had started to perk up late last year. News of a vaccine for Covid-19 raised hope for a strong global recovery and bolstered the outlooks for financials, manufacturers, energy, and other commodity-oriented companies.</p><p>But a recent decline in interest rates and inflation expectations has led to another reversal. TheiShares S&amp;P 500 ValueETF (ticker: IVE) has gained 3.7% in the past month while theiShares S&amp;P 500 GrowthETF (IVW) is up 7.7%. In a note to clients on Tuesday, Nicholas Colas, co-founder of DataTrek Research, attributed growth’s recent outperformance to five companies:Apple(AAPL);Microsoft(MSFT);Amazon.com(AMZN); Google’s owner, Alphabet (GOOG); andTesla(TSLA)<b>.</b></p><p>“A sudden rotation into brand-name growth stocks isn’t typically a good sign for markets over the near term,” Colas wrote. Investors took cover in big-cap tech stocks as markets swooned last year, and the fact that money has been flowing back into them lately could suggest people are hitting pause on their reopening plays, before adding to their holdings of more cyclical stocks. Investors may be waiting to see more proof that the recovery will come through, he said.</p><p>Morgan Stanley Wealth Management’sLisa Shalett is also skeptical of the recent resurgence in growth stocks and the likelihood that the economic rebound this cycle will be narrow, forcing the Federal Reserve to keep interest rates ultralow. Low rates tend to benefit growth stocks more than value.</p><p>In a note to clients, Shalett said she expects growth this business cycle to be much broader and stronger than in the past one, with credit growth likely to resume. Instead of monetary policy, fiscal policy, whether through infrastructure spending or other stimulus measures, will loom large over the market—potentially contributing to higher inflation.</p><p>Inflation could bring higher interest rates, benefiting banks. Commodity producers would gain as well.</p><p>As a result, she recommends investors tilt toward cyclical stocks, foreign, value, and quality factors.</p><p>Indeed, people putting money into passive investment funds still seem to prefer value. As of last week, value exchange-traded funds had recorded 12 consecutive weeks of net inflows, while growth ETFs saw the biggest outflows in six weeks, according to equity and quantitative strategists atBank of America.</p><p>The BofA strategists see more room for value to recover, based on signs they track. For example, value has only outperformed growth by about 20% versus 60% on average, and its outperformance is only in its seventh month, while periods when value beats growth average 33 months. Profit growth also has yet to peak, and money managers are still light on value-oriented stocks, with active funds roughly 30% underweight value.</p><p>Abhay Deshpande, a veteran value manager and chief investment officer at Centerstone Investors, is fully invested even though markets look expensive.</p><p>Many of the opportunities Centerstone has found are popping up in small to midsize companies abroad, including in smaller emerging markets that have been ignored as investors have flocked to big technology stocks and large markets like China. One area Desphande finds attractive: travel and casino companies in emerging Asia as vaccine distribution picks up and a global recovery takes hold.</p><p>Larry Pitkowsky, manager of theGoodHaven(GOODX) fund, also thinks markets are pricey, but he is finding the quality value stocks he tends to favor amid financials. The market hasn’t fully priced in the benefit to financial companies as interest rates rise, Pitkowsky believes, so he is adding to his holdings of stocks likeProgressive(PGR). The insurer offers a high return on capital, growing revenue, and a strong management, but the stock is trading relatively cheaply, at multiples in the midteens, he said.</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Growth Stocks’ Rebound Doesn’t Mean Value’s Comeback Is Over</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Growth Stocks’ Rebound Doesn’t Mean Value’s Comeback Is Over\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-21 12:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/growth-stocks-rebound-doesnt-mean-values-comeback-is-over-51618948792?mod=hp_LEADSUPP_1><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks like Apple and Tesla are again leading the market, raising questions about whether a short reprieve for shares of companies closely linked to the economy—overlooked for close to a decade—may ...</p>\n\n<a href=\"https://www.barrons.com/articles/growth-stocks-rebound-doesnt-mean-values-comeback-is-over-51618948792?mod=hp_LEADSUPP_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/growth-stocks-rebound-doesnt-mean-values-comeback-is-over-51618948792?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148637565","content_text":"Stocks like Apple and Tesla are again leading the market, raising questions about whether a short reprieve for shares of companies closely linked to the economy—overlooked for close to a decade—may already be over. But the market’s latest moves may indicate only a pause, rather than a reversal in value’s comeback.Value stocks, or those that typically trade at a low multiples versus their cash flow or other metrics, had started to perk up late last year. News of a vaccine for Covid-19 raised hope for a strong global recovery and bolstered the outlooks for financials, manufacturers, energy, and other commodity-oriented companies.But a recent decline in interest rates and inflation expectations has led to another reversal. TheiShares S&P 500 ValueETF (ticker: IVE) has gained 3.7% in the past month while theiShares S&P 500 GrowthETF (IVW) is up 7.7%. In a note to clients on Tuesday, Nicholas Colas, co-founder of DataTrek Research, attributed growth’s recent outperformance to five companies:Apple(AAPL);Microsoft(MSFT);Amazon.com(AMZN); Google’s owner, Alphabet (GOOG); andTesla(TSLA).“A sudden rotation into brand-name growth stocks isn’t typically a good sign for markets over the near term,” Colas wrote. Investors took cover in big-cap tech stocks as markets swooned last year, and the fact that money has been flowing back into them lately could suggest people are hitting pause on their reopening plays, before adding to their holdings of more cyclical stocks. Investors may be waiting to see more proof that the recovery will come through, he said.Morgan Stanley Wealth Management’sLisa Shalett is also skeptical of the recent resurgence in growth stocks and the likelihood that the economic rebound this cycle will be narrow, forcing the Federal Reserve to keep interest rates ultralow. Low rates tend to benefit growth stocks more than value.In a note to clients, Shalett said she expects growth this business cycle to be much broader and stronger than in the past one, with credit growth likely to resume. Instead of monetary policy, fiscal policy, whether through infrastructure spending or other stimulus measures, will loom large over the market—potentially contributing to higher inflation.Inflation could bring higher interest rates, benefiting banks. Commodity producers would gain as well.As a result, she recommends investors tilt toward cyclical stocks, foreign, value, and quality factors.Indeed, people putting money into passive investment funds still seem to prefer value. As of last week, value exchange-traded funds had recorded 12 consecutive weeks of net inflows, while growth ETFs saw the biggest outflows in six weeks, according to equity and quantitative strategists atBank of America.The BofA strategists see more room for value to recover, based on signs they track. For example, value has only outperformed growth by about 20% versus 60% on average, and its outperformance is only in its seventh month, while periods when value beats growth average 33 months. Profit growth also has yet to peak, and money managers are still light on value-oriented stocks, with active funds roughly 30% underweight value.Abhay Deshpande, a veteran value manager and chief investment officer at Centerstone Investors, is fully invested even though markets look expensive.Many of the opportunities Centerstone has found are popping up in small to midsize companies abroad, including in smaller emerging markets that have been ignored as investors have flocked to big technology stocks and large markets like China. One area Desphande finds attractive: travel and casino companies in emerging Asia as vaccine distribution picks up and a global recovery takes hold.Larry Pitkowsky, manager of theGoodHaven(GOODX) fund, also thinks markets are pricey, but he is finding the quality value stocks he tends to favor amid financials. The market hasn’t fully priced in the benefit to financial companies as interest rates rise, Pitkowsky believes, so he is adding to his holdings of stocks likeProgressive(PGR). The insurer offers a high return on capital, growing revenue, and a strong management, but the stock is trading relatively cheaply, at multiples in the midteens, he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379909148,"gmtCreate":1618646793184,"gmtModify":1704713799395,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"Strategic move by Cathie Woods. The future is Crypto currency.&nbsp;","listText":"Strategic move by Cathie Woods. The future is Crypto currency.&nbsp;","text":"Strategic move by Cathie Woods. The future is Crypto currency.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/379909148","repostId":"2128985135","repostType":2,"repost":{"id":"2128985135","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1618620886,"share":"https://ttm.financial/m/news/2128985135?lang=&edition=fundamental","pubTime":"2021-04-17 08:54","market":"fut","language":"en","title":"ARK buys another $64 mln in Coinbase shares, sells $99.5 mln of Tesla shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2128985135","media":"Reuters","summary":"April 16 (Reuters) - Cathie Wood’s ARK funds bought more shares of cryptocurrency exchange Coinbase Global Inc    on Friday while selling shares of electric carmaker Tesla , according to the firm's da","content":"<html><body><p>April 16 (Reuters) - Cathie Wood’s ARK funds bought more shares of cryptocurrency exchange Coinbase Global Inc    on Friday while selling shares of electric carmaker Tesla</p><p> , according to the firm's daily trade summary.</p><p>   ARK on Friday bought 187,078 shares of Coinbase, which debuted on the Nasdaq earlier this week, in a purchase worth nearly $64 million at the day’s closing price of $342.</p><p>   It sold 134,541 shares of Tesla, valued at $99.5 million at Friday's close. Tesla is still by far the firm's biggest position by value on its major funds.</p><p>   The funds added to were the flagship ARK Innovation fund</p><p> , the Next Generation Internet ETF    and the Fintech Innovation ETF   .</p><p>   The Coinbase purchases add to the 341,186 shares purchased on Thursday and 749,205 purchased on Wednesday.</p><p>   ARK sold the Tesla shares from its flagship fund and its Next Generation Internet ETF.</p><p>   The bet on Coinbase gives ARK more indirect exposure to cryptocurrencies on top of its big bets on the likes of Tesla, which recently invested in bitcoin and said it would accept the cryptocurrency as payment for its cars.</p><p>   Celebrity fund manager Wood gained prominence last year among retail investors and managed to attract a steady pile of cash into her red-hot funds.</p><p> (Reporting by Ira Iosebashvili; Editing by Leslie Adler)</p><p>((Ira.Iosebashvili@thomsonreuters.com;))</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>ARK buys another $64 mln in Coinbase shares, sells $99.5 mln of Tesla shares</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\">\nARK buys another $64 mln in Coinbase shares, sells $99.5 mln of Tesla shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-17 08:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>April 16 (Reuters) - Cathie Wood’s ARK funds bought more shares of cryptocurrency exchange Coinbase Global Inc    on Friday while selling shares of electric carmaker Tesla</p><p> , according to the firm's daily trade summary.</p><p>   ARK on Friday bought 187,078 shares of Coinbase, which debuted on the Nasdaq earlier this week, in a purchase worth nearly $64 million at the day’s closing price of $342.</p><p>   It sold 134,541 shares of Tesla, valued at $99.5 million at Friday's close. Tesla is still by far the firm's biggest position by value on its major funds.</p><p>   The funds added to were the flagship ARK Innovation fund</p><p> , the Next Generation Internet ETF    and the Fintech Innovation ETF   .</p><p>   The Coinbase purchases add to the 341,186 shares purchased on Thursday and 749,205 purchased on Wednesday.</p><p>   ARK sold the Tesla shares from its flagship fund and its Next Generation Internet ETF.</p><p>   The bet on Coinbase gives ARK more indirect exposure to cryptocurrencies on top of its big bets on the likes of Tesla, which recently invested in bitcoin and said it would accept the cryptocurrency as payment for its cars.</p><p>   Celebrity fund manager Wood gained prominence last year among retail investors and managed to attract a steady pile of cash into her red-hot funds.</p><p> (Reporting by Ira Iosebashvili; Editing by Leslie Adler)</p><p>((Ira.Iosebashvili@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","COIN":"Coinbase Global, Inc.","TSLA":"特斯拉"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2128985135","content_text":"April 16 (Reuters) - Cathie Wood’s ARK funds bought more shares of cryptocurrency exchange Coinbase Global Inc    on Friday while selling shares of electric carmaker Tesla , according to the firm's daily trade summary.   ARK on Friday bought 187,078 shares of Coinbase, which debuted on the Nasdaq earlier this week, in a purchase worth nearly $64 million at the day’s closing price of $342.   It sold 134,541 shares of Tesla, valued at $99.5 million at Friday's close. Tesla is still by far the firm's biggest position by value on its major funds.   The funds added to were the flagship ARK Innovation fund , the Next Generation Internet ETF    and the Fintech Innovation ETF   .   The Coinbase purchases add to the 341,186 shares purchased on Thursday and 749,205 purchased on Wednesday.   ARK sold the Tesla shares from its flagship fund and its Next Generation Internet ETF.   The bet on Coinbase gives ARK more indirect exposure to cryptocurrencies on top of its big bets on the likes of Tesla, which recently invested in bitcoin and said it would accept the cryptocurrency as payment for its cars.   Celebrity fund manager Wood gained prominence last year among retail investors and managed to attract a steady pile of cash into her red-hot funds. (Reporting by Ira Iosebashvili; Editing by Leslie Adler)((Ira.Iosebashvili@thomsonreuters.com;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":340874793,"gmtCreate":1617381088112,"gmtModify":1704699342266,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"I think there will be another 2 to 3 market corrections this year. What do u think?&nbsp;","listText":"I think there will be another 2 to 3 market corrections this year. What do u think?&nbsp;","text":"I think there will be another 2 to 3 market corrections this year. What do u think?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/340874793","repostId":"1191998262","repostType":4,"repost":{"id":"1191998262","pubTimestamp":1617366158,"share":"https://ttm.financial/m/news/1191998262?lang=&edition=fundamental","pubTime":"2021-04-02 20:22","market":"us","language":"en","title":"How Likely Is a Stock Market Crash?","url":"https://stock-news.laohu8.com/highlight/detail?id=1191998262","media":"Motley Fool","summary":"You may not like the answer.\n\nFor the past year, investors have enjoyed one of the greatest bounce-b","content":"<blockquote>\n You may not like the answer.\n</blockquote>\n<p>For the past year, investors have enjoyed one of the greatest bounce-back rallies of all time. After the benchmark<b>S&amp;P 500</b>(SNPINDEX:^GSPC)lost a third of its value in mere weeks due to unprecedented uncertainties surrounding the coronavirus pandemic, it bounced back to gain in the neighborhood of 75% off its lows. You could rightly say that patience has paid off.</p>\n<p>But there's another reality that investors -- especially long-term investors -- are keenly aware of: the propensity of the stock market to crash or correct. Things might look great now, but the next big nosedive is always waiting in the wings.</p>\n<p>It begs the question: How likely is astock market crash? Let's take a closer look.</p>\n<p><b>Double-digit declines occur every 1.87 years, on average</b></p>\n<p>To begin with the basics, stock market corrections (i.e., declines of at least 10%) are quite common in the S&amp;P 500. According to data from market analytics firm Yardeni Research, there have been 38 corrections in the S&amp;P 500 since the beginning of 1950. This works out to an average double-digit decline in the benchmark indexevery 1.87 years. Since it's now been more than a year since the market hit its bear-market bottom, the averages are certainly not in investors' favor.</p>\n<p>However, averages are nothing more than that... averages. The market doesn't adhere to averages, even if some folks base their investments off of what's happened historically.</p>\n<p>We could enter a period similar to 1991 through 1996 where there were zero corrections. Or we could continue the theme since the beginning of 2010, where corrections occur, on average, every 19 months.</p>\n<p><b>Corrections have been an historical given within three years of a bear market bottom</b></p>\n<p>Another interesting piece of evidence to examine is the frequency by which the S&amp;P 500 corrects after hitting a bear-market bottom.</p>\n<p>Since the beginning of 1960 (an arbitrary year I chose for the sake of simplicity), the widely followed index has navigated its way through nine bear markets, including the coronavirus crash. In rebounding from each of the previous eight bear market lows, there was at least one double-digit percentage decline within three years100% of the time. In aggregate, 13 corrections have occurred within three years following the last eight bear market bottoms (i.e., either one or two following each bottom).</p>\n<p>Put another way, rebounding from a bear-market bottom is rarely a straight-line move higher. Yet up, up, and away has pretty much been the theme for investors since March 23, 2020. History would suggest that there's a very good chance of a move lower in equities within the next two years.</p>\n<p><b>Crashes frequently occur when this valuation metric is hit</b></p>\n<p>But the most damning bit of evidence might just be the S&amp;P 500's Shiller price-to-earnings (P/E) ratio. This is a valuation metric that examines the average inflation-adjusted earnings from the previous 10 years. You might also know it as the cyclically adjusted P/E ratio, or CAPE.</p>\n<p>As of the close of business on March 30, the S&amp;P 500's Shiller P/E ratio hit 35.61. That's well over double its 150-year average of 16.8. Using continuous bull market moves as a parameter, it's the second-highest reading in its history.</p>\n<p>To some extent, itmakes sensethat equity valuations should be higher now than they've been historically. That's because interest rates are near an all-time low and access to the internet has effectively broken down barriers between Wall Street and Main Street that may have, in the past, kept P/E multiples at bay.</p>\n<p>However, previous instances of the S&amp;P 500's Shiller P/E ratio crossing above and sustaining the 30 levelhaven't ended well. In the prior four instances where the Shiller P/E surpassed and held above 30, the benchmark index tumbled anywhere from 20% to as much as 89%. Although an 89% plunge, which was experienced during the Great Depression, is very unlikely these days, a big drop has historically been in the cards when valuations get extended, as they are now.</p>\n<p><b>Keep that cash handy in the event that opportunity knocks</b></p>\n<p>To circle back to the original question at hand, the data is pretty clear that the likelihood of a stock market crash or correction has grown considerably. It's impossible to precisely predict when a crash might occur, how long the decline will last, or how steep the drop could be. But the data strongly suggests that downside is in the offing.</p>\n<p>While this might be a disappointing revelation to some investors, it shouldn't be. Crashes and corrections are a normal part of the investing cycle. More importantly, theyprovide an opportunityfor investors to buy into great companies at a discount. Just think about all the great companies you're probably kicking yourself over for not buying last March.</p>\n<p>The reason to be excited about crashes and corrections is also found in the data. You see, of those 38 previous corrections in the S&amp;P 500 since the beginning of 1950, each and every one has eventually been put into the rearview mirror by a bull market rally. Plus,at no point over the past centuryhave rolling 20-year total returns (including dividends) for the S&amp;P 500 been negative.</p>\n<p>If you need further encouragement to buy during a correction, keep in mind that 24 of the 38 double-digit declines in the S&amp;P 500 havefound their bottom in 104 or fewer calendar days(3.5 months or less). Crashes and corrections may be steep at times but tend to resolve quickly. That's your cue to have cash at the ready in the event that opportunity knocks.</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>How Likely Is a Stock Market Crash?</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\">\nHow Likely Is a Stock Market Crash?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-02 20:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/02/how-likely-is-a-stock-market-crash/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>You may not like the answer.\n\nFor the past year, investors have enjoyed one of the greatest bounce-back rallies of all time. After the benchmarkS&P 500(SNPINDEX:^GSPC)lost a third of its value in mere...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/02/how-likely-is-a-stock-market-crash/\">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","SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.fool.com/investing/2021/04/02/how-likely-is-a-stock-market-crash/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191998262","content_text":"You may not like the answer.\n\nFor the past year, investors have enjoyed one of the greatest bounce-back rallies of all time. After the benchmarkS&P 500(SNPINDEX:^GSPC)lost a third of its value in mere weeks due to unprecedented uncertainties surrounding the coronavirus pandemic, it bounced back to gain in the neighborhood of 75% off its lows. You could rightly say that patience has paid off.\nBut there's another reality that investors -- especially long-term investors -- are keenly aware of: the propensity of the stock market to crash or correct. Things might look great now, but the next big nosedive is always waiting in the wings.\nIt begs the question: How likely is astock market crash? Let's take a closer look.\nDouble-digit declines occur every 1.87 years, on average\nTo begin with the basics, stock market corrections (i.e., declines of at least 10%) are quite common in the S&P 500. According to data from market analytics firm Yardeni Research, there have been 38 corrections in the S&P 500 since the beginning of 1950. This works out to an average double-digit decline in the benchmark indexevery 1.87 years. Since it's now been more than a year since the market hit its bear-market bottom, the averages are certainly not in investors' favor.\nHowever, averages are nothing more than that... averages. The market doesn't adhere to averages, even if some folks base their investments off of what's happened historically.\nWe could enter a period similar to 1991 through 1996 where there were zero corrections. Or we could continue the theme since the beginning of 2010, where corrections occur, on average, every 19 months.\nCorrections have been an historical given within three years of a bear market bottom\nAnother interesting piece of evidence to examine is the frequency by which the S&P 500 corrects after hitting a bear-market bottom.\nSince the beginning of 1960 (an arbitrary year I chose for the sake of simplicity), the widely followed index has navigated its way through nine bear markets, including the coronavirus crash. In rebounding from each of the previous eight bear market lows, there was at least one double-digit percentage decline within three years100% of the time. In aggregate, 13 corrections have occurred within three years following the last eight bear market bottoms (i.e., either one or two following each bottom).\nPut another way, rebounding from a bear-market bottom is rarely a straight-line move higher. Yet up, up, and away has pretty much been the theme for investors since March 23, 2020. History would suggest that there's a very good chance of a move lower in equities within the next two years.\nCrashes frequently occur when this valuation metric is hit\nBut the most damning bit of evidence might just be the S&P 500's Shiller price-to-earnings (P/E) ratio. This is a valuation metric that examines the average inflation-adjusted earnings from the previous 10 years. You might also know it as the cyclically adjusted P/E ratio, or CAPE.\nAs of the close of business on March 30, the S&P 500's Shiller P/E ratio hit 35.61. That's well over double its 150-year average of 16.8. Using continuous bull market moves as a parameter, it's the second-highest reading in its history.\nTo some extent, itmakes sensethat equity valuations should be higher now than they've been historically. That's because interest rates are near an all-time low and access to the internet has effectively broken down barriers between Wall Street and Main Street that may have, in the past, kept P/E multiples at bay.\nHowever, previous instances of the S&P 500's Shiller P/E ratio crossing above and sustaining the 30 levelhaven't ended well. In the prior four instances where the Shiller P/E surpassed and held above 30, the benchmark index tumbled anywhere from 20% to as much as 89%. Although an 89% plunge, which was experienced during the Great Depression, is very unlikely these days, a big drop has historically been in the cards when valuations get extended, as they are now.\nKeep that cash handy in the event that opportunity knocks\nTo circle back to the original question at hand, the data is pretty clear that the likelihood of a stock market crash or correction has grown considerably. It's impossible to precisely predict when a crash might occur, how long the decline will last, or how steep the drop could be. But the data strongly suggests that downside is in the offing.\nWhile this might be a disappointing revelation to some investors, it shouldn't be. Crashes and corrections are a normal part of the investing cycle. More importantly, theyprovide an opportunityfor investors to buy into great companies at a discount. Just think about all the great companies you're probably kicking yourself over for not buying last March.\nThe reason to be excited about crashes and corrections is also found in the data. You see, of those 38 previous corrections in the S&P 500 since the beginning of 1950, each and every one has eventually been put into the rearview mirror by a bull market rally. Plus,at no point over the past centuryhave rolling 20-year total returns (including dividends) for the S&P 500 been negative.\nIf you need further encouragement to buy during a correction, keep in mind that 24 of the 38 double-digit declines in the S&P 500 havefound their bottom in 104 or fewer calendar days(3.5 months or less). Crashes and corrections may be steep at times but tend to resolve quickly. That's your cue to have cash at the ready in the event that opportunity knocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060772498,"gmtCreate":1651197924496,"gmtModify":1676534869178,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"Just buy TSLA!!!&nbsp;","listText":"Just buy TSLA!!!&nbsp;","text":"Just buy TSLA!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060772498","repostId":"2231940479","repostType":2,"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094809692,"gmtCreate":1645100513857,"gmtModify":1676533997006,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"Thanks for the bad news. Let it dip so that I can buy more. 🤣","listText":"Thanks for the bad news. Let it dip so that I can buy more. 🤣","text":"Thanks for the bad news. Let it dip so that I can buy more. 🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094809692","repostId":"1156097463","repostType":2,"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340874177,"gmtCreate":1617380777999,"gmtModify":1704699340954,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"Good news for Tesla investors! ?","listText":"Good news for Tesla investors! ?","text":"Good news for Tesla investors! ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340874177","repostId":"2124875875","repostType":4,"repost":{"id":"2124875875","pubTimestamp":1617366960,"share":"https://ttm.financial/m/news/2124875875?lang=&edition=fundamental","pubTime":"2021-04-02 20:36","market":"us","language":"en","title":"Tesla Q1 2021 Vehicle Production & Deliveries","url":"https://stock-news.laohu8.com/highlight/detail?id=2124875875","media":"StreetInsider","summary":"PALO ALTO, Calif., April 02, 2021  -- In the first quarter, we produced just over 180,000 vehicles and delivered nearly 185,000 vehicles. We are encouraged by the strong reception of the Model Y in China and are quickly progressing to full production capacity. The new Model S and Model X have also been exceptionally well received, with the new equipment installed and tested in Q1 and we are in the early stages of ramping production.Forward-Looking Statements Statements herein regarding the timin","content":"<p>PALO ALTO, Calif., April 02, 2021 (GLOBE NEWSWIRE) -- In the first quarter, we produced just over 180,000 vehicles and delivered nearly 185,000 vehicles. We are encouraged by the strong reception of the Model Y in China and are quickly progressing to full production capacity. The new Model S and Model X have also been exceptionally well received, with the new equipment installed and tested in Q1 and we are in the early stages of ramping production.</p>\n<table>\n <tbody>\n  <tr>\n   <td></td>\n   <td><b>Production</b></td>\n   <td><b>Deliveries</b></td>\n   <td><b>Subject to operating lease accounting</b></td>\n  </tr>\n  <tr>\n   <td>Model S/X</td>\n   <td>-</td>\n   <td>2,020</td>\n   <td>6%</td>\n  </tr>\n  <tr>\n   <td>Model 3/Y</td>\n   <td>180,338</td>\n   <td>182,780</td>\n   <td>7%</td>\n  </tr>\n  <tr>\n   <td><b>Total</b></td>\n   <td><b>180,338</b></td>\n   <td><b>184,800</b></td>\n   <td><b>7%</b></td>\n  </tr>\n </tbody>\n</table>\n<p>***************</p>\n<p>Our net income and cash flow results will be announced along with the rest of our financial performance when we announce Q1 earnings. Our delivery count should be viewed as slightly conservative, as we only count a car as delivered if it is transferred to the customer and all paperwork is correct. Final numbers could vary by up to 0.5% or more. Tesla vehicle deliveries represent only <a href=\"https://laohu8.com/S/AONE\">one</a> measure of the company’s financial performance and should not be relied on as an indicator of quarterly financial results, which depend on a variety of factors, including the cost of sales, foreign exchange movements and mix of directly leased vehicles.</p>\n<p><b>Forward-Looking Statements</b>&nbsp;Statements herein regarding the timing and future progress of our vehicle production ramp are “forward-looking statements” based on management’s current expectations and that are subject to risks and uncertainties. Various important factors could cause actual results to differ materially, including the risks identified in our SEC filings. Tesla disclaims any obligation to update this information.</p>\n<p><img src=\"https://static.tigerbbs.com/db04c7b378cb2db912c3ba8a5a774ee3\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/c2196de8ba412c60c22ab491af7b1409\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\"></p>","source":"highlight_streetinsider","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 Q1 2021 Vehicle Production & Deliveries</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 Q1 2021 Vehicle Production & Deliveries\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-02 20:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=18215929><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>PALO ALTO, Calif., April 02, 2021 (GLOBE NEWSWIRE) -- In the first quarter, we produced just over 180,000 vehicles and delivered nearly 185,000 vehicles. We are encouraged by the strong reception of ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18215929\">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.streetinsider.com/dr/news.php?id=18215929","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2124875875","content_text":"PALO ALTO, Calif., April 02, 2021 (GLOBE NEWSWIRE) -- In the first quarter, we produced just over 180,000 vehicles and delivered nearly 185,000 vehicles. We are encouraged by the strong reception of the Model Y in China and are quickly progressing to full production capacity. The new Model S and Model X have also been exceptionally well received, with the new equipment installed and tested in Q1 and we are in the early stages of ramping production.\n\n\n\n\nProduction\nDeliveries\nSubject to operating lease accounting\n\n\nModel S/X\n-\n2,020\n6%\n\n\nModel 3/Y\n180,338\n182,780\n7%\n\n\nTotal\n180,338\n184,800\n7%\n\n\n\n***************\nOur net income and cash flow results will be announced along with the rest of our financial performance when we announce Q1 earnings. Our delivery count should be viewed as slightly conservative, as we only count a car as delivered if it is transferred to the customer and all paperwork is correct. Final numbers could vary by up to 0.5% or more. Tesla vehicle deliveries represent only one measure of the company’s financial performance and should not be relied on as an indicator of quarterly financial results, which depend on a variety of factors, including the cost of sales, foreign exchange movements and mix of directly leased vehicles.\nForward-Looking Statements Statements herein regarding the timing and future progress of our vehicle production ramp are “forward-looking statements” based on management’s current expectations and that are subject to risks and uncertainties. Various important factors could cause actual results to differ materially, including the risks identified in our SEC filings. Tesla disclaims any obligation to update this information.","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170576905,"gmtCreate":1626444229707,"gmtModify":1703760326248,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"Scam…hold AMC! ?","listText":"Scam…hold AMC! ?","text":"Scam…hold AMC! ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/170576905","repostId":"2151450981","repostType":4,"repost":{"id":"2151450981","pubTimestamp":1626442140,"share":"https://ttm.financial/m/news/2151450981?lang=&edition=fundamental","pubTime":"2021-07-16 21:29","market":"us","language":"en","title":"It's Game Over for AMC, but These Stocks Can Still Go to the Moon","url":"https://stock-news.laohu8.com/highlight/detail?id=2151450981","media":"Motley Fool","summary":"Retail investors looking for businesses with tangible growth prospects should consider buying this trio of companies.","content":"<p>When 2021 comes to a close, it'll undoubtedly be remembered for the way retail investors made their presence known on Wall Street. Despite putting their money to work in equities for more than a century, retail investors moved stock prices like never before.</p>\n<p>The handful of companies these retail folks have piled into have come to be known as the \"meme stocks\" -- essentially, companies valued more for the hype they create on social media than their operating performance. At the top of the list for most meme investors is movie theater chain <b>AMC Entertainment</b> (NYSE:AMC), which until this past week was the top-performing stock on a year-to-date basis.</p>\n<h2>Wall Street and investors are wising up to the AMC pump-and-dump scheme</h2>\n<p>Unfortunately, AMC doesn't look as if it'll ever be \"going to the moon.\"</p>\n<p>The bull thesis for AMC, which disregards virtually all concrete fundamental data, relies on social media hype, constant misinformation, and outright lies to fuel an artificially higher share price. The problem is that Wall Street and investors are wising up to the misinformation and deceptive tactics being employed by AMC's emotionally driven retail investors, known as apes, which has resulted in AMC's shares losing 42% since June 28, with a lot more downside to go.</p>\n<p>Prior to the pandemic, AMC was never worth more than $3.8 billion. Today, with vaccination rates on the rise, AMC is worth $17 billion and it's:</p>\n<ul>\n <li>Nowhere near the peak sales produced before the pandemic.</li>\n <li>Losing money hand over fist, compared to being profitable prior to the pandemic.</li>\n <li>Contending with billions of dollars in additional debt.</li>\n <li>Carrying around $473 million in deferred rental obligations, as of the end of March.</li>\n <li>Clearly losing revenue to streaming competitors (e.g., <b>Walt Disney</b>'s Disney+ garnering $60 million in debut weekend revenue for <i>Black Widow</i>).</li>\n</ul>\n<p>To boot, virtually all claims made by apes to ignite a rally in AMC's share price can be easily proved as false or misleading. Consider the following as two good examples of ongoing mistruths designed to artificially inflate AMC's share price:</p>\n<ul>\n <li>Shares sold short have declined from around 102 million at the end of May to about 75.5 million as of the end of June, according to official (not estimated) data. Apes claiming short interest is climbing or \"shorts haven't covered\" are flat out wrong. This also severely dents the idea that \"a short squeeze is coming,\" which you'll hear echoed daily on social media without any proof or basis.</li>\n <li>Buying and short-selling stock has no impact whatsoever on the performance of an underlying business. This disproves the idea that short-selling bankrupts companies (a core and blatantly incorrect thesis of apes), and it also demonstrates that apes didn't save AMC. The capital that saved AMC from immediate bankruptcy came from share sales and debt issuances in 2020 and early January. Operating performance, not buying and selling activity from investors, determines if a company is successful or fails.</li>\n</ul>\n<p>It may be a choppy road lower, but make no mistake about it, the jig is up and we've entered the dump phase of the cycle.</p>\n<h2>This trio of stocks can go to the moon</h2>\n<p>The good news is that there <i>are</i> companies out there with tangible growth potential that really could go to the moon. If you allow your investment thesis to play out, all three of the following stocks can blast off.</p>\n<h2>Sea Limited</h2>\n<p>Don't let anyone tell you large-cap stocks can't go to the moon. Despite its seemingly lofty $144 billion market cap, Singapore-based <b>Sea Limited</b> (NYSE:SE) has three rapidly growing operating segments that could make investors rich.</p>\n<p>For the moment, Sea is generating all of its positive earnings before interest, taxes, depreciation, and amortization (EBITDA) from its gaming division. The popularity of Sea's mobile games, coupled with the pandemic keeping more people in their homes, pushed the company's quarterly active users higher by 61% in the first quarter to 649 million. More importantly, 12.3% of these users were paying to play, which is considerably higher than the industry average.</p>\n<p>Over the long run, e-commerce platform Shopee is what'll generate the most buzz. For example, the $12.6 billion in gross merchandise value (GMV) that was purchased on Shopee in Q1 2021 handily surpasses total GMV from all of 2018. Shopee is the most downloaded shopping app in Southeast Asia, and it's quickly gaining traction in Brazil.</p>\n<p>Thirdly, Sea has a relatively nascent but fast-growing digital financial services segment. When the first quarter came to a close, it had more than 26 million paying mobile wallet customers. Since many of the emerging markets Sea operates in are somewhat underbanked, this digital financial services division could be a sneaky long-term growth driver.</p>\n<h2>Skillz</h2>\n<p>Another high-growth stock that could eventually go to the moon is esports and gaming company <b>Skillz</b> (NYSE:SKLZ).</p>\n<p>Admittedly, gaming is a highly competitive industry. Developing new games is a time-consuming and costly process, and there's no guarantee that a new game will be well-received. It's for all of these reasons that Skillz didn't go the traditional development route. Rather, it operates a gaming platform that allows players to compete against each other for cash prizes. Maintaining this platform doesn't cost an arm and a leg (gross margin has consistently been 95%), and both Skillz and gaming developers get to keep a cut of the cash prizes.</p>\n<p>When the first quarter came to a close, Skillz had approximately 467,000 monthly active users (MAUs) that were paying to pay on its platform. That's 17% of its MAU base. According to Wappier Gaming Apps, the conversion rate for paying gamers ranged from 1.6% to 2% in 2020. In other words, Skillz is converting casual gamers to paying members at a considerably higher rate than other gaming companies.</p>\n<p>Skillz also has an incredibly lucrative partnership in its back pocket. In February, it signed a multiyear agreement with the National Football League (NFL). Football is the most popular sport by a long shot in the U.S. The expectation is that we'll see NFL-themed games and competitions hitting the platform by no later than 2022.</p>\n<p>Though Skillz is likely to lose money through 2022 as it beefs up marketing, its insane growth potential and potentially lucrative margins can't be overlooked.</p>\n<h2>Trulieve Cannabis</h2>\n<p>A final stock that can go to the moon is U.S. marijuana stock <b>Trulieve Cannabis</b> (OTC:TCNNF). According to <a href=\"https://laohu8.com/S/NFC.U\">New Frontier</a> Data, the U.S. pot industry could be generating north of $41 billion in annual sales by 2025.</p>\n<p>Whereas most U.S. multistate operators are angling to have a presence in as many legalized markets as possible, Trulieve has taken on a strategy that looked odd at first, but has paid off incredibly well. Of the 91 dispensaries it had open in early July, 85 of them were located in medical marijuana-legal Florida. By absolutely saturating the Sunshine State, Trulieve has effectively gobbled up around half of all dried cannabis flower and oils market share. At the same time, its marketing costs have been kept low, pushing the company to 13 consecutive quarters of profitability.</p>\n<p>But make no mistake about it, Trulieve does have aspirations of moving beyond Florida. For instance, it recently announced the largest U.S. cannabis acquisition in history -- a $2.1 billion all-stock deal to acquire multistate operator <b>Harvest Health &amp; Recreation</b> (OTC:HRVSF). Harvest has a focus on five states, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of which is Florida. This means Trulieve's presence in the Sunshine State will soon get even bigger.</p>\n<p>However, the real lure of this deal is the 15 dispensaries Harvest Health operates in its home market of Arizona, a state that legalized recreational weed in November. Trulieve shouldn't have any problem taking its Florida blueprint and applying it in other key markets. This gives it a good chance to go to the moon in the future.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>It's Game Over for AMC, but These Stocks Can Still Go to the Moon</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\">\nIt's Game Over for AMC, but These Stocks Can Still Go to the Moon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-16 21:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/16/its-game-over-for-amc-these-stocks-can-go-to-moon/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When 2021 comes to a close, it'll undoubtedly be remembered for the way retail investors made their presence known on Wall Street. Despite putting their money to work in equities for more than a ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/16/its-game-over-for-amc-these-stocks-can-go-to-moon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TCNNF":"Trulieve Cannabis Corporation","SKLZ":"Skillz Inc","AMC":"AMC院线","SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2021/07/16/its-game-over-for-amc-these-stocks-can-go-to-moon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151450981","content_text":"When 2021 comes to a close, it'll undoubtedly be remembered for the way retail investors made their presence known on Wall Street. Despite putting their money to work in equities for more than a century, retail investors moved stock prices like never before.\nThe handful of companies these retail folks have piled into have come to be known as the \"meme stocks\" -- essentially, companies valued more for the hype they create on social media than their operating performance. At the top of the list for most meme investors is movie theater chain AMC Entertainment (NYSE:AMC), which until this past week was the top-performing stock on a year-to-date basis.\nWall Street and investors are wising up to the AMC pump-and-dump scheme\nUnfortunately, AMC doesn't look as if it'll ever be \"going to the moon.\"\nThe bull thesis for AMC, which disregards virtually all concrete fundamental data, relies on social media hype, constant misinformation, and outright lies to fuel an artificially higher share price. The problem is that Wall Street and investors are wising up to the misinformation and deceptive tactics being employed by AMC's emotionally driven retail investors, known as apes, which has resulted in AMC's shares losing 42% since June 28, with a lot more downside to go.\nPrior to the pandemic, AMC was never worth more than $3.8 billion. Today, with vaccination rates on the rise, AMC is worth $17 billion and it's:\n\nNowhere near the peak sales produced before the pandemic.\nLosing money hand over fist, compared to being profitable prior to the pandemic.\nContending with billions of dollars in additional debt.\nCarrying around $473 million in deferred rental obligations, as of the end of March.\nClearly losing revenue to streaming competitors (e.g., Walt Disney's Disney+ garnering $60 million in debut weekend revenue for Black Widow).\n\nTo boot, virtually all claims made by apes to ignite a rally in AMC's share price can be easily proved as false or misleading. Consider the following as two good examples of ongoing mistruths designed to artificially inflate AMC's share price:\n\nShares sold short have declined from around 102 million at the end of May to about 75.5 million as of the end of June, according to official (not estimated) data. Apes claiming short interest is climbing or \"shorts haven't covered\" are flat out wrong. This also severely dents the idea that \"a short squeeze is coming,\" which you'll hear echoed daily on social media without any proof or basis.\nBuying and short-selling stock has no impact whatsoever on the performance of an underlying business. This disproves the idea that short-selling bankrupts companies (a core and blatantly incorrect thesis of apes), and it also demonstrates that apes didn't save AMC. The capital that saved AMC from immediate bankruptcy came from share sales and debt issuances in 2020 and early January. Operating performance, not buying and selling activity from investors, determines if a company is successful or fails.\n\nIt may be a choppy road lower, but make no mistake about it, the jig is up and we've entered the dump phase of the cycle.\nThis trio of stocks can go to the moon\nThe good news is that there are companies out there with tangible growth potential that really could go to the moon. If you allow your investment thesis to play out, all three of the following stocks can blast off.\nSea Limited\nDon't let anyone tell you large-cap stocks can't go to the moon. Despite its seemingly lofty $144 billion market cap, Singapore-based Sea Limited (NYSE:SE) has three rapidly growing operating segments that could make investors rich.\nFor the moment, Sea is generating all of its positive earnings before interest, taxes, depreciation, and amortization (EBITDA) from its gaming division. The popularity of Sea's mobile games, coupled with the pandemic keeping more people in their homes, pushed the company's quarterly active users higher by 61% in the first quarter to 649 million. More importantly, 12.3% of these users were paying to play, which is considerably higher than the industry average.\nOver the long run, e-commerce platform Shopee is what'll generate the most buzz. For example, the $12.6 billion in gross merchandise value (GMV) that was purchased on Shopee in Q1 2021 handily surpasses total GMV from all of 2018. Shopee is the most downloaded shopping app in Southeast Asia, and it's quickly gaining traction in Brazil.\nThirdly, Sea has a relatively nascent but fast-growing digital financial services segment. When the first quarter came to a close, it had more than 26 million paying mobile wallet customers. Since many of the emerging markets Sea operates in are somewhat underbanked, this digital financial services division could be a sneaky long-term growth driver.\nSkillz\nAnother high-growth stock that could eventually go to the moon is esports and gaming company Skillz (NYSE:SKLZ).\nAdmittedly, gaming is a highly competitive industry. Developing new games is a time-consuming and costly process, and there's no guarantee that a new game will be well-received. It's for all of these reasons that Skillz didn't go the traditional development route. Rather, it operates a gaming platform that allows players to compete against each other for cash prizes. Maintaining this platform doesn't cost an arm and a leg (gross margin has consistently been 95%), and both Skillz and gaming developers get to keep a cut of the cash prizes.\nWhen the first quarter came to a close, Skillz had approximately 467,000 monthly active users (MAUs) that were paying to pay on its platform. That's 17% of its MAU base. According to Wappier Gaming Apps, the conversion rate for paying gamers ranged from 1.6% to 2% in 2020. In other words, Skillz is converting casual gamers to paying members at a considerably higher rate than other gaming companies.\nSkillz also has an incredibly lucrative partnership in its back pocket. In February, it signed a multiyear agreement with the National Football League (NFL). Football is the most popular sport by a long shot in the U.S. The expectation is that we'll see NFL-themed games and competitions hitting the platform by no later than 2022.\nThough Skillz is likely to lose money through 2022 as it beefs up marketing, its insane growth potential and potentially lucrative margins can't be overlooked.\nTrulieve Cannabis\nA final stock that can go to the moon is U.S. marijuana stock Trulieve Cannabis (OTC:TCNNF). According to New Frontier Data, the U.S. pot industry could be generating north of $41 billion in annual sales by 2025.\nWhereas most U.S. multistate operators are angling to have a presence in as many legalized markets as possible, Trulieve has taken on a strategy that looked odd at first, but has paid off incredibly well. Of the 91 dispensaries it had open in early July, 85 of them were located in medical marijuana-legal Florida. By absolutely saturating the Sunshine State, Trulieve has effectively gobbled up around half of all dried cannabis flower and oils market share. At the same time, its marketing costs have been kept low, pushing the company to 13 consecutive quarters of profitability.\nBut make no mistake about it, Trulieve does have aspirations of moving beyond Florida. For instance, it recently announced the largest U.S. cannabis acquisition in history -- a $2.1 billion all-stock deal to acquire multistate operator Harvest Health & Recreation (OTC:HRVSF). Harvest has a focus on five states, one of which is Florida. This means Trulieve's presence in the Sunshine State will soon get even bigger.\nHowever, the real lure of this deal is the 15 dispensaries Harvest Health operates in its home market of Arizona, a state that legalized recreational weed in November. Trulieve shouldn't have any problem taking its Florida blueprint and applying it in other key markets. This gives it a good chance to go to the moon in the future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167238662,"gmtCreate":1624269386156,"gmtModify":1703832026834,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"Nio ???","listText":"Nio ???","text":"Nio ???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/167238662","repostId":"1172678753","repostType":4,"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9069932161,"gmtCreate":1651215783628,"gmtModify":1676534872360,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"Just buy TSLA!!!","listText":"Just buy TSLA!!!","text":"Just buy TSLA!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069932161","repostId":"1149581659","repostType":2,"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807557166,"gmtCreate":1628045495455,"gmtModify":1703500199362,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"Buy at below&nbsp;$140&nbsp;","listText":"Buy at below&nbsp;$140&nbsp;","text":"Buy at below $140","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/807557166","repostId":"1175844933","repostType":4,"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167239379,"gmtCreate":1624269215091,"gmtModify":1703832022075,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"Good alerts","listText":"Good alerts","text":"Good alerts","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/167239379","repostId":"1154249454","repostType":4,"repost":{"id":"1154249454","pubTimestamp":1624230573,"share":"https://ttm.financial/m/news/1154249454?lang=&edition=fundamental","pubTime":"2021-06-21 07:09","market":"us","language":"en","title":"Nike, FedEx, Johnson & Johnson, Darden, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1154249454","media":"barrons","summary":"A handful of notable companies will release their latest results toward the end of this week.Nike,FedEx,andDarden Restaurantswill report on Thursday, followed by CarMax and Paychex on Friday. Wednesday will also feature analyst days and investor events from Johnson & Johnson, GlaxoSmithKline,and Equinix.Economic data out this week include IHS’ Manufacturing and Services Purchasing Managers’ Indexes for June on Wednesday. Both are expected to hold near their record highs. The Census Bureau will r","content":"<p>A handful of notable companies will release their latest results toward the end of this week.Nike,FedEx,andDarden Restaurantswill report on Thursday, followed by CarMax and Paychex on Friday. Wednesday will also feature analyst days and investor events from&nbsp;Johnson &amp;&nbsp;Johnson,&nbsp;GlaxoSmithKline,and&nbsp;Equinix.</p>\n<p>Economic data out this week include IHS’ Manufacturing and Services Purchasing Managers’ Indexes for June on Wednesday. Both are expected to hold near their record highs. The Census Bureau will release the durable-goods report for May on Thursday. Orders—often seen as a decent proxy for business investment—are expected to rise 3.3% month over month.</p>\n<p>And on Friday, the Bureau of Economic Analysis will report personal income and consumption for May. Spending is forecast to continue rising despite a drop off in income as stimulus checks finished being sent out in April.</p>\n<p>Monday 6/21</p>\n<p><b>The Federal Reserve Bank</b>of Chicago releases its National Activity index, a gauge of overall economic activity, for May. Expectations are for a 0.50 reading, higher than April’s 0.24 figure. A positive reading indicates economic growth that is above historical trends.</p>\n<p>Tuesday 6/22</p>\n<p><b>The National Association</b>of Realtors reports existing-home sales for May. Economists forecast a seasonally adjusted annual rate of 5.7 million homes sold, about 150,000 fewer than the April data. Existing-home sales have fallen for three consecutive months, as supply hasn’t been able to keep up with demand.</p>\n<p>Wednesday 6/23</p>\n<p>Equinix hosts its 2021 analyst day, when the company will update its long-term financial outlook.</p>\n<p>GlaxoSmithKline hosts a conference call, featuring its CEO, Emma Walmsley, to update investors on the company’s strategy for growth and shareholder value creation.</p>\n<p>Johnson &amp; Johnson hosts a webcast to discuss its ESG strategy.</p>\n<p><b>The Census Bureau</b>reports new residential construction data for May. Consensus estimate is for a seasonally adjusted annual rate of 875,000 new single-family homes sold, slightly higher than April’s 863,000. Similar to existing-home sales, new-home sales have fallen from their recent peak of 993,000 in January of this year.</p>\n<p><b>IHS Markitreports</b>both its Manufacturing and Services Purchasing Managers’ indexes for June. Expectations are for a 61.5 reading for the Manufacturing PMI, and a 69.8 figure for the Services PMI. Both projections are comparable to the May data as well as being near record highs for their respective indexes.</p>\n<p>Thursday 6/24</p>\n<p><b>The Bureau of Economic Analysis</b>reports the third and final estimate of first-quarter gross-domestic-product growth. Economists forecast a seasonally adjusted annual growth rate of 6.4%.</p>\n<p>Accenture,Darden Restaurants, FedEx, and Nike hold conference calls to discuss quarterly results.</p>\n<p><b>The Bank of England</b>announces its monetary-policy decision. The central bank is widely expected to keep its key interest rate at 0.1%.</p>\n<p><b>The Census Bureau</b>releases the durable-goods report for May. The consensus call is for new orders of manufactured goods to rise 2.8% month over month to $253 billion. Excluding transportation, new orders are projected at 1%, matching the April data.</p>\n<p>Friday 6/25</p>\n<p>CarMax and Paychex report earnings.</p>\n<p><b>The BEA reports</b>personal income and consumption for May. Income is expected to fall 3% month over month, after plummeting 13.1% in April. This reflects a dropoff in stimulus checks that first were sent out in March. Spending is seen rising 0.5%, comparable to the April data.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nike, FedEx, Johnson & Johnson, Darden, and Other Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNike, FedEx, Johnson & Johnson, Darden, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 07:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nike-fedex-johnson-johnson-darden-and-other-stocks-for-investors-to-watch-this-week-51624215603?mod=hp_LEAD_3><strong>barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A handful of notable companies will release their latest results toward the end of this week.Nike,FedEx,andDarden Restaurantswill report on Thursday, followed by CarMax and Paychex on Friday. ...</p>\n\n<a href=\"https://www.barrons.com/articles/nike-fedex-johnson-johnson-darden-and-other-stocks-for-investors-to-watch-this-week-51624215603?mod=hp_LEAD_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKE":"耐克","JNJ":"强生","DRI":"达登饭店","FDX":"联邦快递"},"source_url":"https://www.barrons.com/articles/nike-fedex-johnson-johnson-darden-and-other-stocks-for-investors-to-watch-this-week-51624215603?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154249454","content_text":"A handful of notable companies will release their latest results toward the end of this week.Nike,FedEx,andDarden Restaurantswill report on Thursday, followed by CarMax and Paychex on Friday. Wednesday will also feature analyst days and investor events from Johnson & Johnson, GlaxoSmithKline,and Equinix.\nEconomic data out this week include IHS’ Manufacturing and Services Purchasing Managers’ Indexes for June on Wednesday. Both are expected to hold near their record highs. The Census Bureau will release the durable-goods report for May on Thursday. Orders—often seen as a decent proxy for business investment—are expected to rise 3.3% month over month.\nAnd on Friday, the Bureau of Economic Analysis will report personal income and consumption for May. Spending is forecast to continue rising despite a drop off in income as stimulus checks finished being sent out in April.\nMonday 6/21\nThe Federal Reserve Bankof Chicago releases its National Activity index, a gauge of overall economic activity, for May. Expectations are for a 0.50 reading, higher than April’s 0.24 figure. A positive reading indicates economic growth that is above historical trends.\nTuesday 6/22\nThe National Associationof Realtors reports existing-home sales for May. Economists forecast a seasonally adjusted annual rate of 5.7 million homes sold, about 150,000 fewer than the April data. Existing-home sales have fallen for three consecutive months, as supply hasn’t been able to keep up with demand.\nWednesday 6/23\nEquinix hosts its 2021 analyst day, when the company will update its long-term financial outlook.\nGlaxoSmithKline hosts a conference call, featuring its CEO, Emma Walmsley, to update investors on the company’s strategy for growth and shareholder value creation.\nJohnson & Johnson hosts a webcast to discuss its ESG strategy.\nThe Census Bureaureports new residential construction data for May. Consensus estimate is for a seasonally adjusted annual rate of 875,000 new single-family homes sold, slightly higher than April’s 863,000. Similar to existing-home sales, new-home sales have fallen from their recent peak of 993,000 in January of this year.\nIHS Markitreportsboth its Manufacturing and Services Purchasing Managers’ indexes for June. Expectations are for a 61.5 reading for the Manufacturing PMI, and a 69.8 figure for the Services PMI. Both projections are comparable to the May data as well as being near record highs for their respective indexes.\nThursday 6/24\nThe Bureau of Economic Analysisreports the third and final estimate of first-quarter gross-domestic-product growth. Economists forecast a seasonally adjusted annual growth rate of 6.4%.\nAccenture,Darden Restaurants, FedEx, and Nike hold conference calls to discuss quarterly results.\nThe Bank of Englandannounces its monetary-policy decision. The central bank is widely expected to keep its key interest rate at 0.1%.\nThe Census Bureaureleases the durable-goods report for May. The consensus call is for new orders of manufactured goods to rise 2.8% month over month to $253 billion. Excluding transportation, new orders are projected at 1%, matching the April data.\nFriday 6/25\nCarMax and Paychex report earnings.\nThe BEA reportspersonal income and consumption for May. Income is expected to fall 3% month over month, after plummeting 13.1% in April. This reflects a dropoff in stimulus checks that first were sent out in March. Spending is seen rising 0.5%, comparable to the April data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340875523,"gmtCreate":1617380700162,"gmtModify":1704699340301,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"Another Tesla&nbsp;good news from will boost the investor sentiment.&nbsp;","listText":"Another Tesla&nbsp;good news from will boost the investor sentiment.&nbsp;","text":"Another Tesla good news from will boost the investor sentiment.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/340875523","repostId":"2124980755","repostType":2,"repost":{"id":"2124980755","pubTimestamp":1617621349,"share":"https://ttm.financial/m/news/2124980755?lang=&edition=fundamental","pubTime":"2021-04-05 19:15","market":"us","language":"en","title":"Strong Tesla sales are a 'drop the mic' moment, analyst says","url":"https://stock-news.laohu8.com/highlight/detail?id=2124980755","media":"MarketWatch","summary":"Tesla Inc.'s quarterly sales zoomed past expectations, leading one analyst to call them a \"drop the ","content":"<p>Tesla Inc.'s quarterly sales zoomed past expectations, leading one analyst to call them a \"drop the mic\" number despite earlier Wall Street worries about chip and parts shortages that have plagued the auto industry.</p><p>Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> \"yet again defied the skeptics and bears,\" Dan Ives with Wedbush said in a note Friday.</p><p>The strength in the quarter was driven by Model 3 and Model Y sales, he said. Wall Street had braced for the impact of shortages on Tesla sales, making the above-expectations sales \"a massive homerun in the eyes of the bulls,\" Ives said.</p><p>Tesla earlier Friday reported that first-quarter deliveries, its proxy for sales, totaled 184,800 vehicles, blowing past the FactSet consensus of 168,000. The Silicon Valley electric-car maker said it produced just over 180,000 vehicles in the period.</p><p>Tesla sold 182,780 of its Model 3 sedan and Model Y compact SUV. The FactSet consensus was for 122,600 Model 3s and about 10,000 Model Ys.</p><p>The company said in a statement that it was \"encouraged by the strong reception of the Model Y in China and are quickly progressing to full production capacity.\" Tesla sold 88,000 vehicles in the first quarter of 2020, a period marred by pandemic-related factory shutdowns.</p><p>General Motors Co.<a href=\"https://laohu8.com/S/GM\">$(GM)$</a> earlier this week reported that its total U.S. sales were up 4% amid a sharp rise in demand.</p><p>The stock market is closed Friday , but Tesla shares are down 6.2% in the year to date, while the S&amp;P 500 has gained 7%. The stock is up 628% in the last 12 months.</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>Strong Tesla sales are a 'drop the mic' moment, analyst says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStrong Tesla sales are a 'drop the mic' moment, analyst says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-05 19:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/strong-tesla-sales-are-a-drop-the-mic-moment-analyst-says-11617378970?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Inc.'s quarterly sales zoomed past expectations, leading one analyst to call them a \"drop the mic\" number despite earlier Wall Street worries about chip and parts shortages that have plagued the...</p>\n\n<a href=\"https://www.marketwatch.com/story/strong-tesla-sales-are-a-drop-the-mic-moment-analyst-says-11617378970?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":{"TSLA":"特斯拉","GM":"通用汽车"},"source_url":"https://www.marketwatch.com/story/strong-tesla-sales-are-a-drop-the-mic-moment-analyst-says-11617378970?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2124980755","content_text":"Tesla Inc.'s quarterly sales zoomed past expectations, leading one analyst to call them a \"drop the mic\" number despite earlier Wall Street worries about chip and parts shortages that have plagued the auto industry.Tesla $(TSLA)$ \"yet again defied the skeptics and bears,\" Dan Ives with Wedbush said in a note Friday.The strength in the quarter was driven by Model 3 and Model Y sales, he said. Wall Street had braced for the impact of shortages on Tesla sales, making the above-expectations sales \"a massive homerun in the eyes of the bulls,\" Ives said.Tesla earlier Friday reported that first-quarter deliveries, its proxy for sales, totaled 184,800 vehicles, blowing past the FactSet consensus of 168,000. The Silicon Valley electric-car maker said it produced just over 180,000 vehicles in the period.Tesla sold 182,780 of its Model 3 sedan and Model Y compact SUV. The FactSet consensus was for 122,600 Model 3s and about 10,000 Model Ys.The company said in a statement that it was \"encouraged by the strong reception of the Model Y in China and are quickly progressing to full production capacity.\" Tesla sold 88,000 vehicles in the first quarter of 2020, a period marred by pandemic-related factory shutdowns.General Motors Co.$(GM)$ earlier this week reported that its total U.S. sales were up 4% amid a sharp rise in demand.The stock market is closed Friday , but Tesla shares are down 6.2% in the year to date, while the S&P 500 has gained 7%. The stock is up 628% in the last 12 months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175168413,"gmtCreate":1627014616632,"gmtModify":1703482477334,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"Buy the dips $TSLA ???","listText":"Buy the dips $TSLA ???","text":"Buy the dips $TSLA ???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/175168413","repostId":"2153793716","repostType":4,"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167233147,"gmtCreate":1624269286389,"gmtModify":1703832024047,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"Let’s gooo!&nbsp;","listText":"Let’s gooo!&nbsp;","text":"Let’s gooo!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167233147","repostId":"1135743520","repostType":4,"repost":{"id":"1135743520","pubTimestamp":1624268918,"share":"https://ttm.financial/m/news/1135743520?lang=&edition=fundamental","pubTime":"2021-06-21 17:48","market":"us","language":"en","title":"Nvidia Is A Real Threat, But AMD Has Proven Its Mettle","url":"https://stock-news.laohu8.com/highlight/detail?id=1135743520","media":"seekingalpha","summary":"Summary\n\nAMD has outmaneuvered Intel despite having a much smaller R&D budget and looks to continue ","content":"<p><b>Summary</b></p>\n<ul>\n <li>AMD has outmaneuvered Intel despite having a much smaller R&amp;D budget and looks to continue its superiority.</li>\n <li>NVDA is AMD’s true challenger with its foray into Arm-based architecture CPU that’s expected to provide huge revenue growth in the enterprise server market.</li>\n <li>With NVDA’s dominance in data center GPU and its impending CPU’s entry, the Xilinx acquisition through its FPGA’s leadership may prove to be the silver lining.</li>\n</ul>\n<p><b>Shrugging off Intel Yet Again</b></p>\n<p>This excellent recent technical piece byTom's Hardwaresummed up Advanced Micro Devices' (AMD) superior technological edge over Intel (INTC) in numerous key areas such that INTC investors may be left wondering whether the company will ever resume the lead again? AMD clearly outperformed INTC in multiple categories and offers its users the best \"performance-per-dollar\" experience that investors may be forgiven to think that AMD is actually the outright market share leader right now.</p>\n<p>In addition, INTC's comfort zone in integrated graphics card in the retail market will be facing competition from AMD soon when it launches theCezanne Ryzen 5000 APUs in Augustthat will mark the company's first integrated APU foray targeting the retail Desktop PC market to further extend AMD's lead in the categories that it has been dominating lately below:</p>\n<ul>\n <li>Gaming performance: Tie in mass market. AMD's lead in the high end segment.</li>\n <li>Productivity and Content Creation Performance (Non-gaming): AMD is the clear winner.</li>\n <li>Processor specifications and features: AMD is the clear winner.</li>\n <li>Overclocking potential: INTC is the clear winner.</li>\n <li>Power consumption and heat: AMD is the clear winner.</li>\n <li>Lithography: AMD is the clear winner.</li>\n <li>CPU drivers and software: INTC is the clear winner.</li>\n <li>CPU Architecture: AMD is the clear winner.</li>\n <li>CPU Security: AMD is the clear winner.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/f047f08c397e194e78cab2a740fc0d21\" tg-width=\"600\" tg-height=\"371\" referrerpolicy=\"no-referrer\">Market share of AMD x86 CPUs worldwide. Data source:Tom's Hardware, Mercury Research</p>\n<p>Therefore, it should not be surprising that INTC owned 79.3% of the x86 CPU market in Q1'21, down from a high of 89.4% in Q3'18. INTC has lost over 10% points of its market share in less than 3 years as AMD's technical superiority over INTC and its astute R&amp;D focus is likely to push AMD forward to further slice up INTC's CPU dominance.</p>\n<p><img src=\"https://static.tigerbbs.com/414a266ab3ac4d1464ea991496ec45eb\" tg-width=\"1280\" tg-height=\"747\" referrerpolicy=\"no-referrer\"></p>\n<p>INTC and AMD R&amp;D. Data source: S&amp;P Capital IQ</p>\n<p>What's even more surprising for INTC's technological blunders is that the company spent a huge amount of its revenue on R&amp;D (INTC LTM R&amp;D: $15.12B), with a budget that is 7x of what AMD (AMD LTM R&amp;D: $2.15B) spent. Moreover, AMD has been\"very disciplined\"with its R&amp;D spending as we could see LTM R&amp;D margin going down as a percentage of revenue from 24% in Q1'19 to 18.8% in Q1'21, and all this while gaining market share against INTC.</p>\n<p>Against this backdrop, INTC's R&amp;D margin has remained consistent as it continued to spend between 19.5% and 20.7% of its revenue over the same period. This goes to show that the folks over at AMD have really attained a very high level of R&amp;D proficiency, coupled with the much smaller R&amp;D budget as compared to what INTC had. AMD has demonstrated that the size of R&amp;D budgets alone may not necessarily win the game in this highly competitive industry. It's where and how you invest the budget that counted the most, and AMD surely had their R&amp;D investments all in the right areas.</p>\n<p><b>The Real Challenger is Nvidia</b></p>\n<p><img src=\"https://static.tigerbbs.com/09d511b3edfc99061c935f9269fbfc99\" tg-width=\"600\" tg-height=\"371\" referrerpolicy=\"no-referrer\"></p>\n<p>AMD and Nvidia (NVDA) discrete GPU [dGPU] shipment share. Data source: Jon Peddie Research</p>\n<p>While AMD seemed to have a relatively easy time in the CPU market against INTC, the same cannot be said in the dGPU accelerator market against the clear leader: NVDA. In fact, NVDA has further consolidated its lead in this market from its 72% shipment share in Q1'19 to 81% in Q1'21, further weakening AMD's grip in this segment.</p>\n<p>In addition, with NVDA's pending ARM acquisition (the company is expecting to close the deal in early 2022) and itsGrace Arm-based data center CPUfor AI and high-performance computing [HPC] in early 2023, NVDA has made it clear that it intended to further extend its TAM by also crossing over to INTC's and AMD's customary stronghold.</p>\n<p><img src=\"https://static.tigerbbs.com/2dd02b6f4c410982840bf2fa3a4eae39\" tg-width=\"932\" tg-height=\"576\" referrerpolicy=\"no-referrer\"></p>\n<p>Revenue from AI-driven hardware market. Data source: Tractica</p>\n<p>By referring to the chart above, investors should be able to observe clearly how crossing over to the CPU market would further extend its TAM for NVDA as that market (CPU, ASIC, FPGA, SoC) is expected to drive the largest sources of revenue which is expected to be more than 3x the data center GPU accelerator market that NVDA already owns a90% share in.</p>\n<p>AMD has also consolidated its position in this market on the pending closure of its Xilinx (XLNX) acquisition by the end of 2021. As this acquisition would provide the company the market leadership in FPGA, which have been discussedwidelyin thetech communityon whether it's better than GPU accelerators for AI. I find that the FPGA leadership would add another important element to defend AMD against NVDA's impending entry into the CPU segment, which if executed well could still represent a formidable challenge against NVDA in the growing AI-driven hardware market which is expected to grow rapidly.</p>\n<p>Therefore, the jury is still out on whether NVDA's foray into the data center CPU market would take significant market share away from AMD. However, one thing for sure, NVDA is going to likely be using its own Arm-based Grace CPUs in the future, and AMD may thus lose this share of revenue from NVDA. It's still too early to determine the likely revenue impact as AMD may likely offset it from other revenue streams, even if it does not partake in NVDA's GPU-driven growth in the future by supplying them with its CPUs.</p>\n<p>What's more of a concern though is whether NVDA's Arm-based CPU would become the future leader that may render AMD's and INTC's x86-based CPUs less relevant. In addition, the competition does not just come from the processor itself as NVDA has the CUDA X SDK that offers a clear competitiveadvantage over AMD's Rocmthrough its strong and growing community of developers.</p>\n<p><img src=\"https://static.tigerbbs.com/2225e1fd5cb9b8edef925d2c35634a7a\" tg-width=\"600\" tg-height=\"371\" referrerpolicy=\"no-referrer\"></p>\n<p>Performance of Armed-based processors vs x86. Data source: Wikibon</p>\n<p>In the above study, we could see clearly that for matrix workloads that typically require large amounts of data to be processed, the performance of Arm-based processors was found to be 50x better than x86 architecture, while for traditional workloads, x86 had the slight edge. Therefore, for deep-learning, machine learning and AI-driven workloads, it seems that NVDA's Grace CPU may have a strong fighting chance of taking away market share from AMD and INTC, if we assume that both companies do not assimilate Arm architecture into its future design.</p>\n<p>This may also be further complicated if NVDA is able to successfully complete the Arm acquisition, ramifications of which are currently unknown, even though the tech behemoths have already made their objections to NVDA's acquisition, in the view that theymay not be grantedthe same level of access after the acquisition.</p>\n<p><img src=\"https://static.tigerbbs.com/ba5c29e58a9f0b09f93028057773e2b9\" tg-width=\"600\" tg-height=\"371\" referrerpolicy=\"no-referrer\"></p>\n<p>Arm-based enterprise server processor revenue projections. Data source: Wikibon</p>\n<p>Furthermore, the revenue for Arm-based enterprise server is expected to grow rapidly from just $4.1B in 2019 to $82B by 2030, which would represent a phenomenal CAGR of 31.3%.</p>\n<p>A silver lining here is that AMD has clarified multiple times that it has the right capability to work with Arm's architecture if necessary:</p>\n<blockquote>\n So look, we know the ARM architecture well. Certainly, our engineers know it well. And we consider ARM a partner in many respects. We use ARM IP in various aspects of our devices. In terms of that specific custom ARM design, we don't have that in plans right now. In terms of whether we would do custom ARM designs, I think the answer is yes. That's the whole idea of the semi-custom business. And so I think it's less about ARM versus x86 and much more about having the right IP in the right sort of combination to satisfy sort of the customer solutions.\n</blockquote>\n<p>One key aspect here is that AMD currently doesn't have any Arm-based design while NVDA will be launching its Grace CPUs in a little less than two years. While NVDA's entry with its Arm-based CPU is beginning soon, I believe AMD will be watching the developments very closely, and I expect the company to act decisively if it deems that an Arm-based product is absolutely necessary. The company has demonstrated the size of the R&amp;D budget doesn't really matter, and taking on a much bigger rival like INTC is not something that it's new to. Therefore, investors shouldn't think AMD will be out of the game so early on.</p>\n<p>Therefore, I believe that AMD and NVDA both represent great opportunities for investors to consider, and they should both act as a hedge against the other. As a result, owning both of these stocks should allow investors to participate in two marvelous companies that should be able to provide superior long term returns from their growth drivers.</p>\n<p><b>Price Action and Technical Analysis</b></p>\n<p><img src=\"https://static.tigerbbs.com/49cdf4023521b868dfd7acfd937eff64\" tg-width=\"1280\" tg-height=\"784\" referrerpolicy=\"no-referrer\"></p>\n<p>Source: TradingView</p>\n<p>AMD's strong long-term uptrend bias should offer investors a lot of confidence in what the market thinks of the company. The 50W MA has often acted as a strong support for a while now and offers investors an amazing opportunity to add more positions whenever the price retraced to the 50W, as recently as May, along the support level of $71.6. Therefore investors should find a possible entry point if the price retraces to that level in future.</p>\n<p>One caveat though is the flush-up in price that we observed in July 20 where in price action parlance, we usually refer to such a flush-up as bearish in nature (signifying possible bull trap price action). Therefore, the support level at $49 remains in play if this bull trap bearish signal should play out in the future. However, investors should use the $49 level as a point where they should add even more positions to this long term leader.</p>\n<p><b>Wrapping It All Up</b></p>\n<p>AMD has demonstrated clearly that it could maintain a superior technological edge over its much larger CPU rival: INTC despite having a much smaller R&amp;D budget, which is indicative of its superior technological know-how and its high R&amp;D efficiencies. Investors in AMD should be assured of the company's bright prospects ahead.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Is A Real Threat, But AMD Has Proven Its Mettle</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 Is A Real Threat, But AMD Has Proven Its Mettle\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 17:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435634-nvidia-real-threat-amd-proven-mettle><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAMD has outmaneuvered Intel despite having a much smaller R&D budget and looks to continue its superiority.\nNVDA is AMD’s true challenger with its foray into Arm-based architecture CPU that’s...</p>\n\n<a href=\"https://seekingalpha.com/article/4435634-nvidia-real-threat-amd-proven-mettle\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4435634-nvidia-real-threat-amd-proven-mettle","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1135743520","content_text":"Summary\n\nAMD has outmaneuvered Intel despite having a much smaller R&D budget and looks to continue its superiority.\nNVDA is AMD’s true challenger with its foray into Arm-based architecture CPU that’s expected to provide huge revenue growth in the enterprise server market.\nWith NVDA’s dominance in data center GPU and its impending CPU’s entry, the Xilinx acquisition through its FPGA’s leadership may prove to be the silver lining.\n\nShrugging off Intel Yet Again\nThis excellent recent technical piece byTom's Hardwaresummed up Advanced Micro Devices' (AMD) superior technological edge over Intel (INTC) in numerous key areas such that INTC investors may be left wondering whether the company will ever resume the lead again? AMD clearly outperformed INTC in multiple categories and offers its users the best \"performance-per-dollar\" experience that investors may be forgiven to think that AMD is actually the outright market share leader right now.\nIn addition, INTC's comfort zone in integrated graphics card in the retail market will be facing competition from AMD soon when it launches theCezanne Ryzen 5000 APUs in Augustthat will mark the company's first integrated APU foray targeting the retail Desktop PC market to further extend AMD's lead in the categories that it has been dominating lately below:\n\nGaming performance: Tie in mass market. AMD's lead in the high end segment.\nProductivity and Content Creation Performance (Non-gaming): AMD is the clear winner.\nProcessor specifications and features: AMD is the clear winner.\nOverclocking potential: INTC is the clear winner.\nPower consumption and heat: AMD is the clear winner.\nLithography: AMD is the clear winner.\nCPU drivers and software: INTC is the clear winner.\nCPU Architecture: AMD is the clear winner.\nCPU Security: AMD is the clear winner.\n\nMarket share of AMD x86 CPUs worldwide. Data source:Tom's Hardware, Mercury Research\nTherefore, it should not be surprising that INTC owned 79.3% of the x86 CPU market in Q1'21, down from a high of 89.4% in Q3'18. INTC has lost over 10% points of its market share in less than 3 years as AMD's technical superiority over INTC and its astute R&D focus is likely to push AMD forward to further slice up INTC's CPU dominance.\n\nINTC and AMD R&D. Data source: S&P Capital IQ\nWhat's even more surprising for INTC's technological blunders is that the company spent a huge amount of its revenue on R&D (INTC LTM R&D: $15.12B), with a budget that is 7x of what AMD (AMD LTM R&D: $2.15B) spent. Moreover, AMD has been\"very disciplined\"with its R&D spending as we could see LTM R&D margin going down as a percentage of revenue from 24% in Q1'19 to 18.8% in Q1'21, and all this while gaining market share against INTC.\nAgainst this backdrop, INTC's R&D margin has remained consistent as it continued to spend between 19.5% and 20.7% of its revenue over the same period. This goes to show that the folks over at AMD have really attained a very high level of R&D proficiency, coupled with the much smaller R&D budget as compared to what INTC had. AMD has demonstrated that the size of R&D budgets alone may not necessarily win the game in this highly competitive industry. It's where and how you invest the budget that counted the most, and AMD surely had their R&D investments all in the right areas.\nThe Real Challenger is Nvidia\n\nAMD and Nvidia (NVDA) discrete GPU [dGPU] shipment share. Data source: Jon Peddie Research\nWhile AMD seemed to have a relatively easy time in the CPU market against INTC, the same cannot be said in the dGPU accelerator market against the clear leader: NVDA. In fact, NVDA has further consolidated its lead in this market from its 72% shipment share in Q1'19 to 81% in Q1'21, further weakening AMD's grip in this segment.\nIn addition, with NVDA's pending ARM acquisition (the company is expecting to close the deal in early 2022) and itsGrace Arm-based data center CPUfor AI and high-performance computing [HPC] in early 2023, NVDA has made it clear that it intended to further extend its TAM by also crossing over to INTC's and AMD's customary stronghold.\n\nRevenue from AI-driven hardware market. Data source: Tractica\nBy referring to the chart above, investors should be able to observe clearly how crossing over to the CPU market would further extend its TAM for NVDA as that market (CPU, ASIC, FPGA, SoC) is expected to drive the largest sources of revenue which is expected to be more than 3x the data center GPU accelerator market that NVDA already owns a90% share in.\nAMD has also consolidated its position in this market on the pending closure of its Xilinx (XLNX) acquisition by the end of 2021. As this acquisition would provide the company the market leadership in FPGA, which have been discussedwidelyin thetech communityon whether it's better than GPU accelerators for AI. I find that the FPGA leadership would add another important element to defend AMD against NVDA's impending entry into the CPU segment, which if executed well could still represent a formidable challenge against NVDA in the growing AI-driven hardware market which is expected to grow rapidly.\nTherefore, the jury is still out on whether NVDA's foray into the data center CPU market would take significant market share away from AMD. However, one thing for sure, NVDA is going to likely be using its own Arm-based Grace CPUs in the future, and AMD may thus lose this share of revenue from NVDA. It's still too early to determine the likely revenue impact as AMD may likely offset it from other revenue streams, even if it does not partake in NVDA's GPU-driven growth in the future by supplying them with its CPUs.\nWhat's more of a concern though is whether NVDA's Arm-based CPU would become the future leader that may render AMD's and INTC's x86-based CPUs less relevant. In addition, the competition does not just come from the processor itself as NVDA has the CUDA X SDK that offers a clear competitiveadvantage over AMD's Rocmthrough its strong and growing community of developers.\n\nPerformance of Armed-based processors vs x86. Data source: Wikibon\nIn the above study, we could see clearly that for matrix workloads that typically require large amounts of data to be processed, the performance of Arm-based processors was found to be 50x better than x86 architecture, while for traditional workloads, x86 had the slight edge. Therefore, for deep-learning, machine learning and AI-driven workloads, it seems that NVDA's Grace CPU may have a strong fighting chance of taking away market share from AMD and INTC, if we assume that both companies do not assimilate Arm architecture into its future design.\nThis may also be further complicated if NVDA is able to successfully complete the Arm acquisition, ramifications of which are currently unknown, even though the tech behemoths have already made their objections to NVDA's acquisition, in the view that theymay not be grantedthe same level of access after the acquisition.\n\nArm-based enterprise server processor revenue projections. Data source: Wikibon\nFurthermore, the revenue for Arm-based enterprise server is expected to grow rapidly from just $4.1B in 2019 to $82B by 2030, which would represent a phenomenal CAGR of 31.3%.\nA silver lining here is that AMD has clarified multiple times that it has the right capability to work with Arm's architecture if necessary:\n\n So look, we know the ARM architecture well. Certainly, our engineers know it well. And we consider ARM a partner in many respects. We use ARM IP in various aspects of our devices. In terms of that specific custom ARM design, we don't have that in plans right now. In terms of whether we would do custom ARM designs, I think the answer is yes. That's the whole idea of the semi-custom business. And so I think it's less about ARM versus x86 and much more about having the right IP in the right sort of combination to satisfy sort of the customer solutions.\n\nOne key aspect here is that AMD currently doesn't have any Arm-based design while NVDA will be launching its Grace CPUs in a little less than two years. While NVDA's entry with its Arm-based CPU is beginning soon, I believe AMD will be watching the developments very closely, and I expect the company to act decisively if it deems that an Arm-based product is absolutely necessary. The company has demonstrated the size of the R&D budget doesn't really matter, and taking on a much bigger rival like INTC is not something that it's new to. Therefore, investors shouldn't think AMD will be out of the game so early on.\nTherefore, I believe that AMD and NVDA both represent great opportunities for investors to consider, and they should both act as a hedge against the other. As a result, owning both of these stocks should allow investors to participate in two marvelous companies that should be able to provide superior long term returns from their growth drivers.\nPrice Action and Technical Analysis\n\nSource: TradingView\nAMD's strong long-term uptrend bias should offer investors a lot of confidence in what the market thinks of the company. The 50W MA has often acted as a strong support for a while now and offers investors an amazing opportunity to add more positions whenever the price retraced to the 50W, as recently as May, along the support level of $71.6. Therefore investors should find a possible entry point if the price retraces to that level in future.\nOne caveat though is the flush-up in price that we observed in July 20 where in price action parlance, we usually refer to such a flush-up as bearish in nature (signifying possible bull trap price action). Therefore, the support level at $49 remains in play if this bull trap bearish signal should play out in the future. However, investors should use the $49 level as a point where they should add even more positions to this long term leader.\nWrapping It All Up\nAMD has demonstrated clearly that it could maintain a superior technological edge over its much larger CPU rival: INTC despite having a much smaller R&D budget, which is indicative of its superior technological know-how and its high R&D efficiencies. Investors in AMD should be assured of the company's bright prospects ahead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165870534,"gmtCreate":1624119840028,"gmtModify":1703829085107,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"Is this a scare tactics for the retail investors to sell their meme stocks?&nbsp;","listText":"Is this a scare tactics for the retail investors to sell their meme stocks?&nbsp;","text":"Is this a scare tactics for the retail investors to sell their meme stocks?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/165870534","repostId":"1166679093","repostType":4,"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342609387,"gmtCreate":1618204876449,"gmtModify":1704707482145,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"These 3 stocks are good for long term hold.&nbsp;","listText":"These 3 stocks are good for long term hold.&nbsp;","text":"These 3 stocks are good for long term hold.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342609387","repostId":"2126269058","repostType":2,"repost":{"id":"2126269058","pubTimestamp":1618193746,"share":"https://ttm.financial/m/news/2126269058?lang=&edition=fundamental","pubTime":"2021-04-12 10:15","market":"us","language":"en","title":"3 Cathie Wood Stocks That Are Better Than Bitcoin","url":"https://stock-news.laohu8.com/highlight/detail?id=2126269058","media":"Motley Fool","summary":"The cryptocurrency's performance has been incredible, but these stocks could deliver better returns.","content":"<p>The last year has been a wild one for growth investors. Two of the financial world's biggest stories over the last 12 months have been Bitcoin's incredible rally and the success of Cathie Wood's ARK Invest company and its growth-focused exchange-traded funds&nbsp;(ETFs). The value of a single Bitcoin has risen roughly 800% over the last year and is currently at $58,600. Meanwhile the value of the <b><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a></b> has risen roughly 170% across the same stretch, a highly impressive performance in its own right.</p><p>Bitcoin has crushed it over the last year. However, three Motley Fool contributors have identified some stocks held within Wood's premier ETF that look primed to outperform Bitcoin. Read on to see why they think that <b>Sea Limited</b> (NYSE:SE), <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b> (NASDAQ:PYPL), and <b>Square</b> (NYSE:SQ) have what it takes to outperform the market's leading cryptocurrency.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/623c11178ea70f1b4f7f5fb4855f424f\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p><h2><b>Tapping into big growth trends</b></h2><p><b>Keith Noonan&nbsp;(Sea Limited): </b>Bitcoin's run over the last year has been nothing short of incredible, and Wood's ARK Invest has taken bullish positions in the crypto space that have come to look prescient with hindsight. It's possible that Bitcoin has more huge gains ahead, and the coin has certainly far outperformed where I thought it would be over the last year. However, I generally stick to the Peter Lynch \"invest in what you know\" approach, and the difficulty I have mapping out why Bitcoin should go up or down means there are growth stocks held in ARK funds that I find more appealing.</p><p>It's not that I haven't looked into Bitcoin. I've read and heard about its 21 million hard coin supply cap, hash rates, the Lightning Network, and the related critiques of fiat currency that underpin many arguments for new digital assets. My investing focus skews toward growth stocks that are riskier than the market at large, but at the end of the day, I just don't have a great case for why Bitcoin should be worth more <a href=\"https://laohu8.com/S/AONE.U\">one</a> year from now -- particularly when there are other cryptocurrencies that offer superior functionality in many respects.</p><p>While I'm not super bullish on Bitcoin or the ARK-favored <b>Grayscale Bitcoin Trust</b> (OTC:GBTC), there are stocks in the company's actively managed ETFs that are right up my ally. Sea Limited, for example, is the fifth-largest holding in the ARK Innovation ETF, and I plan on adding the stock to my portfolio in the near future. The Singapore-based tech company has posted stellar gains over the last year, and it appears to be on track to deliver more big wins.</p><p>Sea operates at the intersection of two industries with huge long-term growth potential: e-commerce and interactive entertainment. Its Shopee platform has established a leadership position in Southeast Asia's fast-growing online retail industry, and its&nbsp;<i>Garena Free Fire</i> is one of the world's top-grossing video games.</p><p>Southeast Asia is a geographic market that looks poised for rapid development over the next decade, and Sea has established e-commerce and entertainment offerings that are primed to benefit from macroeconomic and category growth. I wouldn't place bets against Bitcoin, but strong players in the e-commerce and gaming markets currently look like better buys to me.</p><h2>\"Actively managed\" leaves a lot of doors open</h2><p><b>James Brumley</b> <b>(PayPal):</b> Look, I know Wood's<b> <a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a></b> (NYSEMKT:ARKW) has a huge stake in Grayscale Bitcoin Trust, which is an easier way to trade the cryptocurrency than buying and selling Bitcoin itself. A few other ARK funds hold a stake in the same trust.</p><p>For a lot of investors, though, ARK's position in so much Bitcoin is a bit misleading.</p><p>See, ARK funds are actively managed exchange-traded funds, which by definition means Wood and her fund managers will sell them when it looks like there's no upside left. As such, these stakes are more of a speculative trade and less of an actual commitment to the premise of cryptocurrency. They only have value to any ARK fund as long as they're growing at an arbitrary price, but instability is one of the last things you want in any currency.</p><p>That's not to suggest there's something wrong with a little speculating. But if you're going to make serious investment bets, it just makes so much more sense to start -- and maybe even finish -- with names you can make at least some sort of earnings-based and growth-based assessment of.</p><p>Take PayPal&nbsp;as an example, and an alternative. Wood's <b><a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a></b> (NYSEMKT:ARKF) as well as the ARK Next Generation Internet ETF sold off a bunch of PayPal shares recently. It's still the fintech fund's fourth-biggest holding, though, making it clear that Wood and her management team see something in it. I suspect this year's and next year's projected revenue growth of 20% is a key factor. It's a growth outlook that simply doesn't exist for Bitcoin.</p><h2>This fintech has multiple ways to win</h2><p><b>David Butler</b> <b>(Square):</b> Wood focuses heavily on tech. Investing in her strategy definitely provides the speculation and big potential returns that those interested in cryptocurrencies covet so dearly. Overall, the heavy focus on tech is a bit too concentrated for my tastes, as a shift in sector trends could be significantly troublesome. That being said, Wood has created some great gains in her ARK Innovation ETF, and there are lessons to be learned from it.</p><p>Among Wood's largest holdings, I like Square because of its strategic positioning within e-commerce. Because its services allow businesses to create online stores easily, and link it all with their inventory and marketing, Square serves as a middle man for all kinds of different industries. The company's suite of mobile payment software offers a great deal of utility to the customer. Annual revenue growth has been strong, but 2020 was certainly the biggest year for the company. Sales doubled to $9.48 billion, with earnings more than doubling to $0.84 per diluted share.</p><p>The one catch, of course, is valuation. As with most of these rapidly growing tech names, Square is not cheap, trading at over 300 times last year's earnings. This one is all about the future, and the big premiums are no different than investing in something as unbelievably speculative as Bitcoin. Square offers utility. What does Bitcoin currently offer outside of serving as an artificial digital commodity?</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Cathie Wood Stocks That Are Better Than Bitcoin</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Cathie Wood Stocks That Are Better Than Bitcoin\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-12 10:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/11/3-cathie-wood-stocks-that-are-better-than-bitcoin/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The last year has been a wild one for growth investors. Two of the financial world's biggest stories over the last 12 months have been Bitcoin's incredible rally and the success of Cathie Wood's ARK ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/11/3-cathie-wood-stocks-that-are-better-than-bitcoin/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQ":"Block","PYPL":"PayPal","ARKK":"ARK Innovation ETF","SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2021/04/11/3-cathie-wood-stocks-that-are-better-than-bitcoin/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2126269058","content_text":"The last year has been a wild one for growth investors. Two of the financial world's biggest stories over the last 12 months have been Bitcoin's incredible rally and the success of Cathie Wood's ARK Invest company and its growth-focused exchange-traded funds (ETFs). The value of a single Bitcoin has risen roughly 800% over the last year and is currently at $58,600. Meanwhile the value of the ARK Innovation ETF has risen roughly 170% across the same stretch, a highly impressive performance in its own right.Bitcoin has crushed it over the last year. However, three Motley Fool contributors have identified some stocks held within Wood's premier ETF that look primed to outperform Bitcoin. Read on to see why they think that Sea Limited (NYSE:SE), PayPal (NASDAQ:PYPL), and Square (NYSE:SQ) have what it takes to outperform the market's leading cryptocurrency.Image source: Getty Images.Tapping into big growth trendsKeith Noonan (Sea Limited): Bitcoin's run over the last year has been nothing short of incredible, and Wood's ARK Invest has taken bullish positions in the crypto space that have come to look prescient with hindsight. It's possible that Bitcoin has more huge gains ahead, and the coin has certainly far outperformed where I thought it would be over the last year. However, I generally stick to the Peter Lynch \"invest in what you know\" approach, and the difficulty I have mapping out why Bitcoin should go up or down means there are growth stocks held in ARK funds that I find more appealing.It's not that I haven't looked into Bitcoin. I've read and heard about its 21 million hard coin supply cap, hash rates, the Lightning Network, and the related critiques of fiat currency that underpin many arguments for new digital assets. My investing focus skews toward growth stocks that are riskier than the market at large, but at the end of the day, I just don't have a great case for why Bitcoin should be worth more one year from now -- particularly when there are other cryptocurrencies that offer superior functionality in many respects.While I'm not super bullish on Bitcoin or the ARK-favored Grayscale Bitcoin Trust (OTC:GBTC), there are stocks in the company's actively managed ETFs that are right up my ally. Sea Limited, for example, is the fifth-largest holding in the ARK Innovation ETF, and I plan on adding the stock to my portfolio in the near future. The Singapore-based tech company has posted stellar gains over the last year, and it appears to be on track to deliver more big wins.Sea operates at the intersection of two industries with huge long-term growth potential: e-commerce and interactive entertainment. Its Shopee platform has established a leadership position in Southeast Asia's fast-growing online retail industry, and its Garena Free Fire is one of the world's top-grossing video games.Southeast Asia is a geographic market that looks poised for rapid development over the next decade, and Sea has established e-commerce and entertainment offerings that are primed to benefit from macroeconomic and category growth. I wouldn't place bets against Bitcoin, but strong players in the e-commerce and gaming markets currently look like better buys to me.\"Actively managed\" leaves a lot of doors openJames Brumley (PayPal): Look, I know Wood's ARK Next Generation Internet ETF (NYSEMKT:ARKW) has a huge stake in Grayscale Bitcoin Trust, which is an easier way to trade the cryptocurrency than buying and selling Bitcoin itself. A few other ARK funds hold a stake in the same trust.For a lot of investors, though, ARK's position in so much Bitcoin is a bit misleading.See, ARK funds are actively managed exchange-traded funds, which by definition means Wood and her fund managers will sell them when it looks like there's no upside left. As such, these stakes are more of a speculative trade and less of an actual commitment to the premise of cryptocurrency. They only have value to any ARK fund as long as they're growing at an arbitrary price, but instability is one of the last things you want in any currency.That's not to suggest there's something wrong with a little speculating. But if you're going to make serious investment bets, it just makes so much more sense to start -- and maybe even finish -- with names you can make at least some sort of earnings-based and growth-based assessment of.Take PayPal as an example, and an alternative. Wood's ARK Fintech Innovation ETF (NYSEMKT:ARKF) as well as the ARK Next Generation Internet ETF sold off a bunch of PayPal shares recently. It's still the fintech fund's fourth-biggest holding, though, making it clear that Wood and her management team see something in it. I suspect this year's and next year's projected revenue growth of 20% is a key factor. It's a growth outlook that simply doesn't exist for Bitcoin.This fintech has multiple ways to winDavid Butler (Square): Wood focuses heavily on tech. Investing in her strategy definitely provides the speculation and big potential returns that those interested in cryptocurrencies covet so dearly. Overall, the heavy focus on tech is a bit too concentrated for my tastes, as a shift in sector trends could be significantly troublesome. That being said, Wood has created some great gains in her ARK Innovation ETF, and there are lessons to be learned from it.Among Wood's largest holdings, I like Square because of its strategic positioning within e-commerce. Because its services allow businesses to create online stores easily, and link it all with their inventory and marketing, Square serves as a middle man for all kinds of different industries. The company's suite of mobile payment software offers a great deal of utility to the customer. Annual revenue growth has been strong, but 2020 was certainly the biggest year for the company. Sales doubled to $9.48 billion, with earnings more than doubling to $0.84 per diluted share.The one catch, of course, is valuation. As with most of these rapidly growing tech names, Square is not cheap, trading at over 300 times last year's earnings. This one is all about the future, and the big premiums are no different than investing in something as unbelievably speculative as Bitcoin. Square offers utility. What does Bitcoin currently offer outside of serving as an artificial digital commodity?","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343265124,"gmtCreate":1617719519668,"gmtModify":1704702250264,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"I’m bullish on Tesla. The new deliveries broke expectations. This is good news for Tesla investors. Ithink Tesla should hit $900 to $1000 by end of 2021.&nbsp;","listText":"I’m bullish on Tesla. The new deliveries broke expectations. This is good news for Tesla investors. Ithink Tesla should hit $900 to $1000 by end of 2021.&nbsp;","text":"I’m bullish on Tesla. The new deliveries broke expectations. This is good news for Tesla investors. Ithink Tesla should hit $900 to $1000 by end of 2021.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343265124","repostId":"2125973857","repostType":4,"repost":{"id":"2125973857","pubTimestamp":1617718069,"share":"https://ttm.financial/m/news/2125973857?lang=&edition=fundamental","pubTime":"2021-04-06 22:07","market":"us","language":"en","title":"Can Tesla Stock Drive to $1,000?","url":"https://stock-news.laohu8.com/highlight/detail?id=2125973857","media":"Motley Fool","summary":"Wedbush upgrades shares of the electric-car maker following blowout deliveries.","content":"<p>When <b>Tesla </b>(NASDAQ:TSLA) reported first-quarter deliveries last Friday, the U.S. market was unable to react since it was closed in observance of Good Friday. The figures easily crushed analyst expectations, despite the fact that production of the company's flagship Model S and Model X vehicles has been halted, as Tesla is retooling those production lines for the refreshed versions that were announced earlier this year.</p>\n<p>In the wake of the news, Wedbush analyst Dan Ives upgraded his rating on Tesla shares from neutral to outperform while boosting his price target from $950 to $1,000. Here's what investors need to know.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/700d98f67bae48f2254f9c9183ba3c36\" tg-width=\"700\" tg-height=\"466\"><span>The new Model S interior. Image source: Tesla.</span></p>\n<h2>Tesla will ride the \"Green Tidal Wave\"</h2>\n<p>In terms of the production and delivery numbers, the electric vehicle (EV) leader delivered nearly 185,000 vehicles in the first quarter, while analysts were expecting just 168,000 deliveries.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Vehicle Family</p></th>\n   <th><p>Q1 2021 Production</p></th>\n   <th><p>Q1 2021 Deliveries</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td width=\"208\"><p>Model S/X</p></td>\n   <td width=\"208\"><p>0</p></td>\n   <td width=\"208\"><p>2,020</p></td>\n  </tr>\n  <tr>\n   <td width=\"208\"><p>Model 3/Y</p></td>\n   <td width=\"208\"><p>180,338</p></td>\n   <td width=\"208\"><p>182,780</p></td>\n  </tr>\n  <tr>\n   <td width=\"208\"><p><b>Total</b></p></td>\n   <td width=\"208\"><p><b>180,338</b></p></td>\n   <td width=\"208\"><p><b>184,800</b></p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Tesla.</p>\n<p>Tesla noted that the Model Y, which recently commenced production at the company's factory in Shanghai, is enjoying a strong reception in China. Meanwhile, early reactions to the updated Model S and Model X interior are also encouraging. The interior refresh is the most meaningful update to the more expensive vehicles to date, although some aspects such as having the cars predict which gear the driver wants to be in are controversial.</p>\n<p>Wedbush was particularly impressed with the results, suggesting that Tesla could be a long-term beneficiary of what Ives dubs a \"Green Tidal Wave\" thesis. There are high expectations that the Biden administration will enact policies that are supportive of EVs and the broader fight against climate change, including the possibility of reinstating the EV federal tax credit for Tesla and <b>General Motors</b>.</p>\n<p>\"In our opinion the 1Q delivery numbers released on Friday was a paradigm changer and shows that the pent-up demand globally for Tesla's Model 3/Y is hitting its next stage of growth as part of a global green tidal wave under way,\" the analyst wrote in a research note to investors. \"We now believe Tesla could exceed 850k deliveries for the year with 900k a stretch goal, despite the chip shortage and various supply chain issues lingering across the auto sector.\"</p>\n<p>Topping 850,000 in 2021 deliveries would represent significant growth from the roughly 500,000 cars that Tesla delivered in 2020. Tesla provided ambiguous guidance when it reported fourth-quarter earnings in January, merely saying that it expects to grow deliveries by 50% annually on average over a \"multi-year horizon.\" Some years may see deliveries growth in excess of 50%, and Tesla expects 2021 to be <a href=\"https://laohu8.com/S/AONE\">one</a> of them.</p>\n<p>EV stocks, many of which have merged with special-purpose acquisition companies (SPACs), have been crushed so far in early 2021 as investors rotated out of speculative growth companies. But there are still fundamental catalysts on the horizon, as President Biden recently unveiled a $2 trillion infrastructure plan that includes funding for EV charging stations.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can Tesla Stock Drive to $1,000?</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; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCan Tesla Stock Drive to $1,000?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-06 22:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/06/can-tesla-stock-drive-to-1000/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When Tesla (NASDAQ:TSLA) reported first-quarter deliveries last Friday, the U.S. market was unable to react since it was closed in observance of Good Friday. The figures easily crushed analyst ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/06/can-tesla-stock-drive-to-1000/\">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.fool.com/investing/2021/04/06/can-tesla-stock-drive-to-1000/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2125973857","content_text":"When Tesla (NASDAQ:TSLA) reported first-quarter deliveries last Friday, the U.S. market was unable to react since it was closed in observance of Good Friday. The figures easily crushed analyst expectations, despite the fact that production of the company's flagship Model S and Model X vehicles has been halted, as Tesla is retooling those production lines for the refreshed versions that were announced earlier this year.\nIn the wake of the news, Wedbush analyst Dan Ives upgraded his rating on Tesla shares from neutral to outperform while boosting his price target from $950 to $1,000. Here's what investors need to know.\nThe new Model S interior. Image source: Tesla.\nTesla will ride the \"Green Tidal Wave\"\nIn terms of the production and delivery numbers, the electric vehicle (EV) leader delivered nearly 185,000 vehicles in the first quarter, while analysts were expecting just 168,000 deliveries.\n\n\n\nVehicle Family\nQ1 2021 Production\nQ1 2021 Deliveries\n\n\n\n\nModel S/X\n0\n2,020\n\n\nModel 3/Y\n180,338\n182,780\n\n\nTotal\n180,338\n184,800\n\n\n\nData source: Tesla.\nTesla noted that the Model Y, which recently commenced production at the company's factory in Shanghai, is enjoying a strong reception in China. Meanwhile, early reactions to the updated Model S and Model X interior are also encouraging. The interior refresh is the most meaningful update to the more expensive vehicles to date, although some aspects such as having the cars predict which gear the driver wants to be in are controversial.\nWedbush was particularly impressed with the results, suggesting that Tesla could be a long-term beneficiary of what Ives dubs a \"Green Tidal Wave\" thesis. There are high expectations that the Biden administration will enact policies that are supportive of EVs and the broader fight against climate change, including the possibility of reinstating the EV federal tax credit for Tesla and General Motors.\n\"In our opinion the 1Q delivery numbers released on Friday was a paradigm changer and shows that the pent-up demand globally for Tesla's Model 3/Y is hitting its next stage of growth as part of a global green tidal wave under way,\" the analyst wrote in a research note to investors. \"We now believe Tesla could exceed 850k deliveries for the year with 900k a stretch goal, despite the chip shortage and various supply chain issues lingering across the auto sector.\"\nTopping 850,000 in 2021 deliveries would represent significant growth from the roughly 500,000 cars that Tesla delivered in 2020. Tesla provided ambiguous guidance when it reported fourth-quarter earnings in January, merely saying that it expects to grow deliveries by 50% annually on average over a \"multi-year horizon.\" Some years may see deliveries growth in excess of 50%, and Tesla expects 2021 to be one of them.\nEV stocks, many of which have merged with special-purpose acquisition companies (SPACs), have been crushed so far in early 2021 as investors rotated out of speculative growth companies. But there are still fundamental catalysts on the horizon, as President Biden recently unveiled a $2 trillion infrastructure plan that includes funding for EV charging stations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350459545,"gmtCreate":1616262331687,"gmtModify":1704792530857,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"Economy will be better and more people are spending money.&nbsp;","listText":"Economy will be better and more people are spending money.&nbsp;","text":"Economy will be better and more people are spending money.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350459545","repostId":"1117450855","repostType":4,"repost":{"id":"1117450855","pubTimestamp":1616166767,"share":"https://ttm.financial/m/news/1117450855?lang=&edition=fundamental","pubTime":"2021-03-19 23:12","market":"us","language":"en","title":"Powell says Fed will keep supporting economy ‘for as long as it takes’","url":"https://stock-news.laohu8.com/highlight/detail?id=1117450855","media":"marketwatch","summary":"Outlook is brightening, but recovery ‘far from complete,’ Fed chairman says in WSJ op-ed.Federal Reserve Chairman Jerome Powell on Friday said that while the U.S. economic outlook is “brightening,” the recovery is “far from complete.”In an op-ed published in the Wall Street Journal,Powell recounted the moment last February when he realized that the coronavirus pandemic would sweep across the country.“The danger to the U.S. economy was grave. The challenge was to limit the severity and duration o","content":"<blockquote>\n <b>Outlook is brightening, but recovery ‘far from complete,’ Fed chairman says in WSJ op-ed.</b>\n</blockquote>\n<p>Federal Reserve Chairman Jerome Powell on Friday said that while the U.S. economic outlook is “brightening,” the recovery is “far from complete.”</p>\n<p>In an op-ed published in the Wall Street Journal,Powell recounted the moment last February when he realized that the coronavirus pandemic would sweep across the country.</p>\n<p>“The danger to the U.S. economy was grave. The challenge was to limit the severity and duration of the fallout to avoid longer-run damage,” he said.</p>\n<p>Powell and his colleagues engineered a rapid response to the crisis, based on the lesson learned from slow recovery to the Great Recession of 2008-2009 that swift action might have been better.</p>\n<p>The central bank quickly slashed its policy interest rate to zero and launched an open-ended asset purchase program known as quantitative easing.</p>\n<p>With economists penciling in strong growth for 2021 and more Americans getting vaccinated every day, financial markets are wondering how long Fed support will last.</p>\n<p>In the op-ed, Powell said the situation “is much improved.”</p>\n<p>“But the recovery is far from complete, so at the Fed we will continue to provide the economy with the support that it needs for as long as it takes,” Powell said.</p>\n<p>“I truly believe that we will emerge from this crisis stronger and better, as we have done so often before,” he said.</p>\n<p>On Wednesday, the Fed recommitted to its easy money policy stance at its latest policy meeting despite a forecast for stronger economic growth and higher inflation this year.</p>\n<p>The Fed chairman did not mention the outlook for inflation in his Friday article . Many on Wall Street are worried that the economy will overheat before the Fed pulls back its easy policy stance.</p>\n<p>Yields on the 10-year Treasury noteTMUBMUSD10Y,1.734%have risen to 1.73% this week after starting the year below 1%.</p>\n<p>Stocks were trading lower on Friday, with the Dow Jones Industrial AverageDJIA,-0.71%down 187 points in mid-morning trading.</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>Powell says Fed will keep supporting economy ‘for as long as it takes’</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\">\nPowell says Fed will keep supporting economy ‘for as long as it takes’\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 23:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/powell-says-fed-will-keep-supporting-economy-for-as-long-as-it-takes-11616165178?mod=home-page><strong>marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Outlook is brightening, but recovery ‘far from complete,’ Fed chairman says in WSJ op-ed.\n\nFederal Reserve Chairman Jerome Powell on Friday said that while the U.S. economic outlook is “brightening,” ...</p>\n\n<a href=\"https://www.marketwatch.com/story/powell-says-fed-will-keep-supporting-economy-for-as-long-as-it-takes-11616165178?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":{},"source_url":"https://www.marketwatch.com/story/powell-says-fed-will-keep-supporting-economy-for-as-long-as-it-takes-11616165178?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1117450855","content_text":"Outlook is brightening, but recovery ‘far from complete,’ Fed chairman says in WSJ op-ed.\n\nFederal Reserve Chairman Jerome Powell on Friday said that while the U.S. economic outlook is “brightening,” the recovery is “far from complete.”\nIn an op-ed published in the Wall Street Journal,Powell recounted the moment last February when he realized that the coronavirus pandemic would sweep across the country.\n“The danger to the U.S. economy was grave. The challenge was to limit the severity and duration of the fallout to avoid longer-run damage,” he said.\nPowell and his colleagues engineered a rapid response to the crisis, based on the lesson learned from slow recovery to the Great Recession of 2008-2009 that swift action might have been better.\nThe central bank quickly slashed its policy interest rate to zero and launched an open-ended asset purchase program known as quantitative easing.\nWith economists penciling in strong growth for 2021 and more Americans getting vaccinated every day, financial markets are wondering how long Fed support will last.\nIn the op-ed, Powell said the situation “is much improved.”\n“But the recovery is far from complete, so at the Fed we will continue to provide the economy with the support that it needs for as long as it takes,” Powell said.\n“I truly believe that we will emerge from this crisis stronger and better, as we have done so often before,” he said.\nOn Wednesday, the Fed recommitted to its easy money policy stance at its latest policy meeting despite a forecast for stronger economic growth and higher inflation this year.\nThe Fed chairman did not mention the outlook for inflation in his Friday article . Many on Wall Street are worried that the economy will overheat before the Fed pulls back its easy policy stance.\nYields on the 10-year Treasury noteTMUBMUSD10Y,1.734%have risen to 1.73% this week after starting the year below 1%.\nStocks were trading lower on Friday, with the Dow Jones Industrial AverageDJIA,-0.71%down 187 points in mid-morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014221851,"gmtCreate":1649671349999,"gmtModify":1676534548334,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"Buy!!!!! 🔥🔥🔥","listText":"Buy!!!!! 🔥🔥🔥","text":"Buy!!!!! 🔥🔥🔥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014221851","repostId":"1157417284","repostType":2,"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172175256,"gmtCreate":1626947244175,"gmtModify":1703481122303,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"LetsGooo #Bitcoin ???","listText":"LetsGooo #Bitcoin ???","text":"LetsGooo #Bitcoin ???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/172175256","repostId":"1137753306","repostType":4,"repost":{"id":"1137753306","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":1626944539,"share":"https://ttm.financial/m/news/1137753306?lang=&edition=fundamental","pubTime":"2021-07-22 17:02","market":"us","language":"en","title":"Cryptocurrency-related stocks soar in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1137753306","media":"Tiger Newspress","summary":"(July 22) Cryptocurrency-related stocks soar in premarket trading.\nBitcoin rose 1% from its 5 p.m. E","content":"<p>(July 22)&nbsp;Cryptocurrency-related stocks soar in premarket trading.</p>\n<p>Bitcoin rose 1% from its 5 p.m. ET level, trading around $32,200 and extending gains into a second day. The cryptocurrency rallied Wednesday after Tesla Chief ExecutiveElon Musksaid bothhe and his rocket company SpaceX hold bitcoin.</p>\n<p><img src=\"https://static.tigerbbs.com/72881d44f1f43108ff16826114112776\" tg-width=\"301\" tg-height=\"324\" referrerpolicy=\"no-referrer\"></p>\n<p></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>Cryptocurrency-related stocks soar in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCryptocurrency-related stocks soar in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-22 17:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(July 22)&nbsp;Cryptocurrency-related stocks soar in premarket trading.</p>\n<p>Bitcoin rose 1% from its 5 p.m. ET level, trading around $32,200 and extending gains into a second day. The cryptocurrency rallied Wednesday after Tesla Chief ExecutiveElon Musksaid bothhe and his rocket company SpaceX hold bitcoin.</p>\n<p><img src=\"https://static.tigerbbs.com/72881d44f1f43108ff16826114112776\" tg-width=\"301\" tg-height=\"324\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137753306","content_text":"(July 22) Cryptocurrency-related stocks soar in premarket trading.\nBitcoin rose 1% from its 5 p.m. ET level, trading around $32,200 and extending gains into a second day. The cryptocurrency rallied Wednesday after Tesla Chief ExecutiveElon Musksaid bothhe and his rocket company SpaceX hold bitcoin.","news_type":1},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147278762,"gmtCreate":1626361455856,"gmtModify":1703758751136,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"Diversify your portfolio and u should be fine.&nbsp;","listText":"Diversify your portfolio and u should be fine.&nbsp;","text":"Diversify your portfolio and u should be fine.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/147278762","repostId":"1155093230","repostType":4,"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166389546,"gmtCreate":1623991722485,"gmtModify":1703825949498,"author":{"id":"3576927448277788","authorId":"3576927448277788","authorIdStr":"3576927448277788","name":"Samsong","avatar":"https://static.tigerbbs.com/552151775265f43dab7f80689fa9d3fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576927448277788"},"themes":[],"htmlText":"What is the target price?&nbsp;","listText":"What is the target price?&nbsp;","text":"What is the target price?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166389546","repostId":"1175693382","repostType":4,"repost":{"id":"1175693382","pubTimestamp":1623978463,"share":"https://ttm.financial/m/news/1175693382?lang=&edition=fundamental","pubTime":"2021-06-18 09:07","market":"hk","language":"en","title":"Alibaba Stock: The Bottoming Process Looks To Be Forming Already","url":"https://stock-news.laohu8.com/highlight/detail?id=1175693382","media":"seekingalpha","summary":"Alibaba is probably the most undervalued growth stock right now.The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.The short term technical picture may be turning bullish with a potential double bottom price action signal.When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Alibaba is probably the most undervalued growth stock right now.</li>\n <li>The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.</li>\n <li>The short term technical picture may be turning bullish with a potential double bottom price action signal.</li>\n <li>We discuss the company’s multiple growth drivers and let investors judge for themselves.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05e63c77d4f3f3dc3d618e43044638bb\" tg-width=\"768\" tg-height=\"512\"><span>Yongyuan Dai/iStock Unreleased via Getty Images</span></p>\n<p><b>The Technical Thesis</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7febf6ed056b0e3bc038321cdaad9b1c\" tg-width=\"1280\" tg-height=\"782\"><span>Source: TradingView</span></p>\n<p>Alibaba’s&nbsp;stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.</p>\n<p><b>BABA's Fundamental Thesis: Rapidly Expanding Growth Drivers</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eba49f5881708929949c30628eedc5d4\" tg-width=\"934\" tg-height=\"578\"><span>Annual GMV. Data source: Company filings</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d6c4ed3e2402f5af52b2dea8bab411\" tg-width=\"836\" tg-height=\"517\"><span>Annual e-commerce revenue. Data source: Company filings</span></p>\n<p>BABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.</p>\n<p>Even though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffe2dee43f267e1d1399c68e3ca60f36\" tg-width=\"600\" tg-height=\"371\"><span>E-commerce revenue in the U.S. Data source: Statista</span></p>\n<p>When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d5a8d0d8a6a2dcdf667a6f33c6c9771\" tg-width=\"1280\" tg-height=\"702\"><span>Peers EBIT Margin and Projected EBIT Margin. Data source: S&amp;P Capital IQ</span></p>\n<p>Even though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&amp;A, and therefore skewed its EBIT margin to the downside.</p>\n<p>One important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of&nbsp;823M AAC&nbsp;in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only&nbsp;100M AAC in Q2’C17&nbsp;as compared to BABA’s 466M AAC in the same period.</p>\n<p>Therefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b83b69b08b1f4b11a26393c8e6eead5\" tg-width=\"600\" tg-height=\"371\"><span>Market size of community group buying in China. Data source: iiMedia Research</span></p>\n<p>Even though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b97b2b4a8a182dc9846d8fb7e4039877\" tg-width=\"1280\" tg-height=\"770\"><span>PDD profitability metrics &amp; revenue growth forecast. Data source: S&amp;P Capital IQ</span></p>\n<p>We could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aadc32155b4108426a1a982e3b5b1c2\" tg-width=\"640\" tg-height=\"360\"><span>China public cloud spending. Source:China Internet Watch; Canalys</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c1538b9f7bdc8d6d35a72d9acf8ecbc\" tg-width=\"600\" tg-height=\"371\"><span>Size of China public cloud market. Data source: CAICT; Sina.com.cn</span></p>\n<p>BABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06198c569504bc303c34563041dfb294\" tg-width=\"600\" tg-height=\"371\"><span>Worldwide public cloud spending. Data source: Gartner</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8482037f60575f964053ab732496bee3\" tg-width=\"1176\" tg-height=\"700\"><span>Worldwide public cloud market share. Source:CnTechPost; Gartner</span></p>\n<p>Therefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.</p>\n<p><b>BABA's Valuations Look Highly Compelling</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62a087c4b3ef7efc2c5dde813e3b959d\" tg-width=\"1000\" tg-height=\"600\"><span>NTM TEV / EBIT 3Y range.</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2605c0e5ad364a7a43929fef204595c\" tg-width=\"1280\" tg-height=\"687\"><span>EV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&amp;P Capital IQ</span></p>\n<p>When we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27873e676dfb23c98d4a69aa5861e02\" tg-width=\"1280\" tg-height=\"1117\"><span>Peers EV / EBIT Valuations. Data source: S&amp;P Capital IQ</span></p>\n<p>By using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.</p>\n<p><b>Risks to Assumptions</b></p>\n<p>Now, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.</p>\n<p><b>Wrapping It All Up</b></p>\n<p>Alibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.</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>Alibaba Stock: The Bottoming Process Looks To Be Forming Already</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: The Bottoming Process Looks To Be Forming Already\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 09:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short...</p>\n\n<a href=\"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now\">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://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175693382","content_text":"Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short term technical picture may be turning bullish with a potential double bottom price action signal.\nWe discuss the company’s multiple growth drivers and let investors judge for themselves.\n\nYongyuan Dai/iStock Unreleased via Getty Images\nThe Technical Thesis\nSource: TradingView\nAlibaba’s stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.\nBABA's Fundamental Thesis: Rapidly Expanding Growth Drivers\nAnnual GMV. Data source: Company filings\nAnnual e-commerce revenue. Data source: Company filings\nBABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.\nEven though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.\nE-commerce revenue in the U.S. Data source: Statista\nWhen we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.\nPeers EBIT Margin and Projected EBIT Margin. Data source: S&P Capital IQ\nEven though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&A, and therefore skewed its EBIT margin to the downside.\nOne important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of 823M AAC in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only 100M AAC in Q2’C17 as compared to BABA’s 466M AAC in the same period.\nTherefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.\nMarket size of community group buying in China. Data source: iiMedia Research\nEven though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.\nPDD profitability metrics & revenue growth forecast. Data source: S&P Capital IQ\nWe could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.\nChina public cloud spending. Source:China Internet Watch; Canalys\nSize of China public cloud market. Data source: CAICT; Sina.com.cn\nBABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.\nWorldwide public cloud spending. Data source: Gartner\nWorldwide public cloud market share. Source:CnTechPost; Gartner\nTherefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.\nBABA's Valuations Look Highly Compelling\nNTM TEV / EBIT 3Y range.\nEV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&P Capital IQ\nWhen we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.\nPeers EV / EBIT Valuations. Data source: S&P Capital IQ\nBy using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.\nRisks to Assumptions\nNow, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.\nWrapping It All Up\nAlibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}