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03-06

Jy y

Apple Shares Are Tanking. Here Are Levels Traders Are Watching

01-16

$Meta Platforms, Inc.(META)$

2023-10-26

Wow!

@TechnicalHunter:AAPL, ORCL, V, CRM, CAT, IBM are Testing the 200 DMA, Bet Fail or Succeed?

2023-02-17

[Happy]

@nerdbull1669:Why some stocks(e.g. CYH, CHCI) perform while FAANG stocks are down?

2023-01-17

[Happy]

@JohnMitchell:Last Friday, $Ford(F)$ and $General Motors(GM)$ stocks tanked on news that Tesla is going to compete directly with them$Tesla Motors(TSLA)$ In 48 hours Tesla sold 80% of their inventory. Now a backlog begins.Markets realized towards the end of Friday that this is good news for Tesla and bad for the rest. Now over the weekend they are realizing Tesla should be bought on this news; not sold.

2023-01-05

2023-01-02

2022-12-30

[Cool]

@TechConversations: ANOTHER $102,000 YOLO ON APPLE OPTIONS 😱 | TRADING OPTIONS

2022-12-30

$Walt Disney(DIS)$

2022-12-29

2022-12-27

2022-12-26

2022-12-25

2022-12-23

2022-12-21

2022-12-20

2022-12-19

2022-12-18

2022-12-17

2022-12-16

Go to Tiger App to see more news

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y","listText":"Jy y","text":"Jy y","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281319748845576","repostId":"2417422147","repostType":2,"repost":{"id":"2417422147","pubTimestamp":1709702100,"share":"https://www.laohu8.com/m/news/2417422147?lang=&edition=full","pubTime":"2024-03-06 13:15","market":"us","language":"en","title":"Apple Shares Are Tanking. Here Are Levels Traders Are Watching","url":"https://stock-news.laohu8.com/highlight/detail?id=2417422147","media":"Bloomberg","summary":"Shares have shed more than 10% from their December peakTraders are monitoring support levels at October low near $166An Apple store in New York.Traders are eyeing Apple Inc. after its stock slid below","content":"<html><head></head><body><ul style=\"\"><li><p>Shares have shed more than 10% from their December peak</p></li><li><p>Traders are monitoring support levels at October low near $166</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3667e18d8cc8cdc96de7c85792dc9d7f\" alt=\"An Apple store in New York.\" title=\"An Apple store in New York.\" tg-width=\"2000\" tg-height=\"1333\"/><span>An Apple store in New York.</span></p><p style=\"text-align: start;\">Traders are eyeing Apple Inc. after its stock slid below a critical psychological threshold on Tuesday as shares entered a technical correction for the first time since August this month.</p><p style=\"text-align: start;\">The shares, which failed to hold the $180 support level last week, traded for less than $170 at various points during Tuesday’s session. Breaking through that level and holding there could presage a pullback to its October low of $165.67, according to Todd Sohn, managing director of ETF and technical strategy at Strategas Securities.</p><p style=\"text-align: start;\">“Apple is one of the most influential stocks so it may see a bounce from here in the short-run after being oversold,” Sohn said over the phone. “But traders may still look to fade it at $180 because its trend has deteriorated so much.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b357d8979009f1c2e9ab0ea023faee24\" tg-width=\"1200\" tg-height=\"675\"/></p><p>Shares of the Cupertino, California-based company have shed nearly 12% this year after closing at a record in December, erasing more than $300 billion in market value. That’s cost Apple its crown as the most valuable US company to Microsoft Corp., as some of its Big Tech peers like Nvidia Corp., Meta Platforms Inc. and Amazon.com Inc. keep reallying.</p><p>Apple is facing a slew of issues, including regulatory scrutiny of its App Store, declining sales in China and investor concerns over its growth prospects. Its fourth-quarter outlook also raised worries due to tepid demand for its handsets and other gadgets.</p><p>Naturally, short sellers are pouncing. Apple was the the stock market’s second-most profitable short position in February at $606 million in paper profits, according to data-analytics firm S3 Partners.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/860ef1a05ae0132f31bbd112d2e25291\" tg-width=\"859\" tg-height=\"663\"/></p><p>With Apple faltering, traders are growing concerned that technology shares broadly may face pressure in the coming months, even with Nvidia’s dominance. The iPhone maker continues to set new lows relative to the $252 billion Invesco QQQ Trust Series 1, ticker QQQ, that tracks the Nasdaq 100 Index.</p><p style=\"text-align: start;\">That said, Birinyi Associates found that Apple’s correlation to the S&amp;P 500 isn’t as tight as some may think. On a scale where 1 means a perfect directional relationship and 0 indicates no relationship at all, Apple clocks in at 0.65 compared with 0.69 for Nvidia and 0.36 for the average S&amp;P stock, according to Jeff Rubin, director of research at Birinyi.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8736b025f5f86b657ab7ba13e107e200\" tg-width=\"1200\" tg-height=\"675\"/></p><p style=\"text-align: start;\">From a technical perspective, this means the US stock market can continue to churn higher as long as Apple’s stock doesn’t break its multi-year uptrend from its 2020 lows, according to Mark Newton, head of technical strategy at Fundstrat Global Advisors.</p><p style=\"text-align: start;\">“While this isn’t an intermediate-term concern, and there’s ample evidence that ‘Magnificent 7’ stocks can certainly carry markets higher without the aid of Apple,” Newton wrote in a note to clients. “I view all weakness in Apple over the next month as likely making this stock quite attractive.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Shares Are Tanking. Here Are Levels Traders Are Watching</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 Shares Are Tanking. Here Are Levels Traders Are Watching\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-06 13:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-03-05/apple-shares-are-tanking-here-are-levels-traders-are-watching?srnd=technology-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares have shed more than 10% from their December peakTraders are monitoring support levels at October low near $166An Apple store in New York.Traders are eyeing Apple Inc. after its stock slid below...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-03-05/apple-shares-are-tanking-here-are-levels-traders-are-watching?srnd=technology-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4573":"虚拟现实","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","AAPL":"苹果","BK4170":"电脑硬件、储存设备及电脑周边","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4529":"IDC概念","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0072462426.USD":"贝莱德全球配置 A2","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0444971666.USD":"天利全球科技基金","BK4592":"伊斯兰概念","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4515":"5G概念","LU0056508442.USD":"贝莱德世界科技基金A2","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4585":"ETF&股票定投概念","BK4571":"数字音乐概念","BK4507":"流媒体概念","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4576":"AR","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4566":"资本集团","BK4575":"芯片概念","BK4587":"ChatGPT概念","LU0109392836.USD":"富兰克林科技股A","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4501":"段永平概念","BK4550":"红杉资本持仓","BK4588":"碎股","BK4579":"人工智能","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4141":"半导体产品","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4551":"寇图资本持仓","BK4503":"景林资产持仓","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4574":"无人驾驶","LU0786609619.USD":"高盛全球千禧一代股票组合Acc"},"source_url":"https://www.bloomberg.com/news/articles/2024-03-05/apple-shares-are-tanking-here-are-levels-traders-are-watching?srnd=technology-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2417422147","content_text":"Shares have shed more than 10% from their December peakTraders are monitoring support levels at October low near $166An Apple store in New York.Traders are eyeing Apple Inc. after its stock slid below a critical psychological threshold on Tuesday as shares entered a technical correction for the first time since August this month.The shares, which failed to hold the $180 support level last week, traded for less than $170 at various points during Tuesday’s session. Breaking through that level and holding there could presage a pullback to its October low of $165.67, according to Todd Sohn, managing director of ETF and technical strategy at Strategas Securities.“Apple is one of the most influential stocks so it may see a bounce from here in the short-run after being oversold,” Sohn said over the phone. “But traders may still look to fade it at $180 because its trend has deteriorated so much.”Shares of the Cupertino, California-based company have shed nearly 12% this year after closing at a record in December, erasing more than $300 billion in market value. That’s cost Apple its crown as the most valuable US company to Microsoft Corp., as some of its Big Tech peers like Nvidia Corp., Meta Platforms Inc. and Amazon.com Inc. keep reallying.Apple is facing a slew of issues, including regulatory scrutiny of its App Store, declining sales in China and investor concerns over its growth prospects. Its fourth-quarter outlook also raised worries due to tepid demand for its handsets and other gadgets.Naturally, short sellers are pouncing. Apple was the the stock market’s second-most profitable short position in February at $606 million in paper profits, according to data-analytics firm S3 Partners.With Apple faltering, traders are growing concerned that technology shares broadly may face pressure in the coming months, even with Nvidia’s dominance. The iPhone maker continues to set new lows relative to the $252 billion Invesco QQQ Trust Series 1, ticker QQQ, that tracks the Nasdaq 100 Index.That said, Birinyi Associates found that Apple’s correlation to the S&P 500 isn’t as tight as some may think. On a scale where 1 means a perfect directional relationship and 0 indicates no relationship at all, Apple clocks in at 0.65 compared with 0.69 for Nvidia and 0.36 for the average S&P stock, according to Jeff Rubin, director of research at Birinyi.From a technical perspective, this means the US stock market can continue to churn higher as long as Apple’s stock doesn’t break its multi-year uptrend from its 2020 lows, according to Mark Newton, head of technical strategy at Fundstrat Global Advisors.“While this isn’t an intermediate-term concern, and there’s ample evidence that ‘Magnificent 7’ stocks can certainly carry markets higher without the aid of Apple,” Newton wrote in a note to clients. “I view all weakness in Apple over the next month as likely making this stock quite attractive.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":263389048492208,"gmtCreate":1705338506909,"gmtModify":1705338510397,"author":{"id":"3577084956936337","authorId":"3577084956936337","name":"keegs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$ </a>&nbsp;","text":"$Meta Platforms, Inc.(META)$","images":[{"img":"https://community-static.tradeup.com/news/da25d06f221c7549c32e3b318fee98a7","width":"756","height":"1207"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/263389048492208","isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":234322911592480,"gmtCreate":1698250208141,"gmtModify":1698250212072,"author":{"id":"3577084956936337","authorId":"3577084956936337","name":"keegs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Wow!&nbsp;","listText":"Wow!&nbsp;","text":"Wow!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234322911592480","repostId":"233968082882608","repostType":1,"repost":{"id":233968082882608,"gmtCreate":1698147315963,"gmtModify":1698147338468,"author":{"id":"3448793367875557","authorId":"3448793367875557","name":"TechnicalHunter","avatar":"https://static.tigerbbs.com/20616c062c392e47ee8fc9107f46437d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"AAPL, ORCL, V, CRM, CAT, IBM are Testing the 200 DMA, Bet Fail or Succeed?","htmlText":"These 6 stocks in the Dow are testing support at the 200DMA.The meaning of 200DMA:The 200-day moving average is a main indicator that tells traders and investors the average closing price of a stock which is observed over 200 days.The 200-day simple moving average is considered such a critically important trend indicator that the event of the 50-day SMA crossing to the downside of the 200-day SMA is referred to as a \"death cross,\" signaling an upcoming bear market in a stock, index, or other investment.1. <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> <v-v data-views=\"1\"></v-v><a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> is up 75,000% over the past 20 years after the dotcom bubble burst which means $50,000 invested into $APPL in 2003 is worth $36 million today.Image2.","listText":"These 6 stocks in the Dow are testing support at the 200DMA.The meaning of 200DMA:The 200-day moving average is a main indicator that tells traders and investors the average closing price of a stock which is observed over 200 days.The 200-day simple moving average is considered such a critically important trend indicator that the event of the 50-day SMA crossing to the downside of the 200-day SMA is referred to as a \"death cross,\" signaling an upcoming bear market in a stock, index, or other investment.1. <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> <v-v data-views=\"1\"></v-v><a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> is up 75,000% over the past 20 years after the dotcom bubble burst which means $50,000 invested into $APPL in 2003 is worth $36 million today.Image2.","text":"These 6 stocks in the Dow are testing support at the 200DMA.The meaning of 200DMA:The 200-day moving average is a main indicator that tells traders and investors the average closing price of a stock which is observed over 200 days.The 200-day simple moving average is considered such a critically important trend indicator that the event of the 50-day SMA crossing to the downside of the 200-day SMA is referred to as a \"death cross,\" signaling an upcoming bear market in a stock, index, or other investment.1. $Apple(AAPL)$ $Apple(AAPL)$ is up 75,000% over the past 20 years after the dotcom bubble burst which means $50,000 invested into $APPL in 2003 is worth $36 million today.Image2.","images":[{"img":"https://community-static.tradeup.com/news/9b3f73826510d4cc9f1fe7c9d0468311","width":"1774","height":"844"},{"img":"https://community-static.tradeup.com/news/c59ebeb3b317d00e77b7b6d88c30b2eb","width":"680","height":"373"},{"img":"https://community-static.tradeup.com/news/c901e70eb697a386cff23fd4cf1e6e00","width":"1776","height":"844"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/233968082882608","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954790866,"gmtCreate":1676607463155,"gmtModify":1676607467203,"author":{"id":"3577084956936337","authorId":"3577084956936337","name":"keegs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"[Happy]","listText":"[Happy]","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954790866","repostId":"9954704594","repostType":1,"repost":{"id":9954704594,"gmtCreate":1676606513419,"gmtModify":1676606530233,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":2,"crmLevelSwitch":0},"themes":[],"title":"Why some stocks(e.g. CYH, CHCI) perform while FAANG stocks are down?","htmlText":"Good Afternoon Everyone, I decided to spend some time to examine why do some sectors did well despite FAANG stocks went down with the PPI data released. All 3 indexes lost more than 1%. FAANG stocks performance on 16 Feb FAANGs stocks (Meta, Amazon, Apple, Netflix, Google) are all down, more than 1%. I was wondering which sector stocks are resilient when there is volatility caused by hot inflation data (like last night, PPI data release). This bring me to look at the Sector -&gt; Industry in Tiger App, by sorting the Top 5 highest percentage change. Here is a summary of the Top 5 sector/industry. BK4020 – Communication Equipment +2.36% (16/58 have positive percentage gain) BK4193 – Diversified Real Estate Activities +2.27% (3/5 have positive percentage gain) BK4180 – Housewares and Sp","listText":"Good Afternoon Everyone, I decided to spend some time to examine why do some sectors did well despite FAANG stocks went down with the PPI data released. All 3 indexes lost more than 1%. FAANG stocks performance on 16 Feb FAANGs stocks (Meta, Amazon, Apple, Netflix, Google) are all down, more than 1%. I was wondering which sector stocks are resilient when there is volatility caused by hot inflation data (like last night, PPI data release). This bring me to look at the Sector -&gt; Industry in Tiger App, by sorting the Top 5 highest percentage change. Here is a summary of the Top 5 sector/industry. BK4020 – Communication Equipment +2.36% (16/58 have positive percentage gain) BK4193 – Diversified Real Estate Activities +2.27% (3/5 have positive percentage gain) BK4180 – Housewares and Sp","text":"Good Afternoon Everyone, I decided to spend some time to examine why do some sectors did well despite FAANG stocks went down with the PPI data released. All 3 indexes lost more than 1%. FAANG stocks performance on 16 Feb FAANGs stocks (Meta, Amazon, Apple, Netflix, Google) are all down, more than 1%. I was wondering which sector stocks are resilient when there is volatility caused by hot inflation data (like last night, PPI data release). This bring me to look at the Sector -> Industry in Tiger App, by sorting the Top 5 highest percentage change. Here is a summary of the Top 5 sector/industry. BK4020 – Communication Equipment +2.36% (16/58 have positive percentage gain) BK4193 – Diversified Real Estate Activities +2.27% (3/5 have positive percentage gain) BK4180 – Housewares and Sp","images":[{"img":"https://community-static.tradeup.com/news/305b674eb640b2c4668494e02b0a33ee","width":"650","height":"336"},{"img":"https://community-static.tradeup.com/news/19df043ddb7d4f0e32ee43f3b3878d8e","width":"796","height":"430"},{"img":"https://community-static.tradeup.com/news/6b6f4e423892b38112bad3b9fe7aca55","width":"372","height":"621"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954704594","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":13,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956389323,"gmtCreate":1673911530862,"gmtModify":1676538901271,"author":{"id":"3577084956936337","authorId":"3577084956936337","name":"keegs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"[Happy]","listText":"[Happy]","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956389323","repostId":"9956318245","repostType":1,"repost":{"id":9956318245,"gmtCreate":1673910616788,"gmtModify":1676538901091,"author":{"id":"9000000000000167","authorId":"9000000000000167","name":"JohnMitchell","avatar":"https://static.tigerbbs.com/053dcea75162acc6c407b80e663a5f95","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Last Friday, <a href=\"https://ttm.financial/S/F\">$Ford(F)$</a> and <a href=\"https://ttm.financial/S/GM\">$General Motors(GM)$</a> stocks tanked on news that Tesla is going to compete directly with them<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> In 48 hours Tesla sold 80% of their inventory. Now a backlog begins.Markets realized towards the end of Friday that this is good news for Tesla and bad for the rest. Now over the weekend they are realizing Tesla should be bought on this news; not sold.","listText":"Last Friday, <a href=\"https://ttm.financial/S/F\">$Ford(F)$</a> and <a href=\"https://ttm.financial/S/GM\">$General Motors(GM)$</a> stocks tanked on news that Tesla is going to compete directly with them<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> In 48 hours Tesla sold 80% of their inventory. Now a backlog begins.Markets realized towards the end of Friday that this is good news for Tesla and bad for the rest. Now over the weekend they are realizing Tesla should be bought on this news; not sold.","text":"Last Friday, $Ford(F)$ and $General Motors(GM)$ stocks tanked on news that Tesla is going to compete directly with them$Tesla Motors(TSLA)$ In 48 hours Tesla sold 80% of their inventory. Now a backlog begins.Markets realized towards the end of Friday that this is good news for Tesla and bad for the rest. Now over the weekend they are realizing Tesla should be bought on this news; not sold.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956318245","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959906622,"gmtCreate":1672874984966,"gmtModify":1676538750789,"author":{"id":"3577084956936337","authorId":"3577084956936337","name":"keegs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959906622","isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950308115,"gmtCreate":1672663563138,"gmtModify":1676538716826,"author":{"id":"3577084956936337","authorId":"3577084956936337","name":"keegs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950308115","isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927910862,"gmtCreate":1672367811456,"gmtModify":1676538679929,"author":{"id":"3577084956936337","authorId":"3577084956936337","name":"keegs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"[Cool]","listText":"[Cool]","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927910862","repostId":"9927042863","repostType":1,"repost":{"id":9927042863,"gmtCreate":1672361417240,"gmtModify":1676538678247,"author":{"id":"10000000000010741","authorId":"10000000000010741","name":"TechConversations","avatar":"https://community-static.tradeup.com/news/9d6419d32297855829eef73adf9cd255","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"\n \n \n  ANOTHER $102,000 YOLO ON APPLE OPTIONS 😱 | TRADING OPTIONS\n \n","listText":"ANOTHER $102,000 YOLO ON APPLE OPTIONS 😱 | TRADING OPTIONS","text":"ANOTHER $102,000 YOLO ON APPLE OPTIONS 😱 | TRADING OPTIONS","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927042863","isVote":1,"tweetType":2,"object":{"id":"83ce8411f87b4b859572468c1dc034c1","tweetId":"9927042863","title":"ANOTHER $102,000 YOLO ON APPLE OPTIONS 😱 | TRADING OPTIONS","videoUrl":"http://v.tigerbbs.com/16723614117757f512962d7cbd74849949fe76724e7a8.mp4","poster":"https://static.tigerbbs.com/43ec2a99df2463f0376a8eca997716c7","shareLink":"http://v.tigerbbs.com/16723614117757f512962d7cbd74849949fe76724e7a8.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927937749,"gmtCreate":1672367723682,"gmtModify":1676538679921,"author":{"id":"3577084956936337","authorId":"3577084956936337","name":"keegs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Walt Disney(DIS)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927937749","isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924565039,"gmtCreate":1672285158722,"gmtModify":1676538666062,"author":{"id":"3577084956936337","authorId":"3577084956936337","name":"keegs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9924565039","isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925783605,"gmtCreate":1672108670507,"gmtModify":1676538635442,"author":{"id":"3577084956936337","authorId":"3577084956936337","name":"keegs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925783605","isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925206013,"gmtCreate":1672023742033,"gmtModify":1676538623379,"author":{"id":"3577084956936337","authorId":"3577084956936337","name":"keegs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925206013","isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925379589,"gmtCreate":1671939266741,"gmtModify":1676538613474,"author":{"id":"3577084956936337","authorId":"3577084956936337","name":"keegs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9925379589","isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922675908,"gmtCreate":1671764531004,"gmtModify":1676538589703,"author":{"id":"3577084956936337","authorId":"3577084956936337","name":"keegs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922675908","isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926271310,"gmtCreate":1671577316031,"gmtModify":1676538557471,"author":{"id":"3577084956936337","authorId":"3577084956936337","name":"keegs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926271310","isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926134223,"gmtCreate":1671491788962,"gmtModify":1676538544105,"author":{"id":"3577084956936337","authorId":"3577084956936337","name":"keegs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926134223","isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928736177,"gmtCreate":1671404816600,"gmtModify":1676538529509,"author":{"id":"3577084956936337","authorId":"3577084956936337","name":"keegs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928736177","isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928483182,"gmtCreate":1671366426347,"gmtModify":1676538526918,"author":{"id":"3577084956936337","authorId":"3577084956936337","name":"keegs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928483182","isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928668026,"gmtCreate":1671264770366,"gmtModify":1676538517629,"author":{"id":"3577084956936337","authorId":"3577084956936337","name":"keegs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928668026","isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921745464,"gmtCreate":1671144760659,"gmtModify":1676538497272,"author":{"id":"3577084956936337","authorId":"3577084956936337","name":"keegs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921745464","isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9073607280,"gmtCreate":1657331427240,"gmtModify":1676535992555,"author":{"id":"3577084956936337","authorId":"3577084956936337","name":"keegs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"[Miser]//<a href=\"https://laohu8.com/U/4088639346266630\">@daz88888888</a>:<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a>While every analyst with an Excel spreadsheet was demanding that they pay dividends, cloud czars Amazon (NASDAQ:AMZN) and Alphabet (NASDAQ:GOOGL) held firm.It’s a tech tradition like no other. Tech companies husband cash when times are good so they can keep growing when times are tough. The joke is, “Dividends mean we don’t have anything better to do with the shareholders’ money.”You can see it in Amazon’s first quarter report. Free cash flow was negative $18.1 billion for the 12 months ending in March. Yet Amazon had $15 billion in capital spending during the quarter. This was possible because it had over $66 billion in cash and marketable securities on it","listText":"[Miser]//<a href=\"https://laohu8.com/U/4088639346266630\">@daz88888888</a>:<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a>While every analyst with an Excel spreadsheet was demanding that they pay dividends, cloud czars Amazon (NASDAQ:AMZN) and Alphabet (NASDAQ:GOOGL) held firm.It’s a tech tradition like no other. Tech companies husband cash when times are good so they can keep growing when times are tough. The joke is, “Dividends mean we don’t have anything better to do with the shareholders’ money.”You can see it in Amazon’s first quarter report. Free cash flow was negative $18.1 billion for the 12 months ending in March. Yet Amazon had $15 billion in capital spending during the quarter. This was possible because it had over $66 billion in cash and marketable securities on it","text":"[Miser]//@daz88888888:$Amazon.com(AMZN)$While every analyst with an Excel spreadsheet was demanding that they pay dividends, cloud czars Amazon (NASDAQ:AMZN) and Alphabet (NASDAQ:GOOGL) held firm.It’s a tech tradition like no other. Tech companies husband cash when times are good so they can keep growing when times are tough. The joke is, “Dividends mean we don’t have anything better to do with the shareholders’ money.”You can see it in Amazon’s first quarter report. Free cash flow was negative $18.1 billion for the 12 months ending in March. Yet Amazon had $15 billion in capital spending during the quarter. This was possible because it had over $66 billion in cash and marketable securities on it","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":34,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073607280","repostId":"9079051018","repostType":1,"repost":{"id":9079051018,"gmtCreate":1657124913334,"gmtModify":1676535953912,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz888888888","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":4,"crmLevelSwitch":0},"themes":[],"title":"Thoughts on Amazon ?","htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a>Yahoo Finance Live anchors break down Amazon’s 2% investment in Grubhub.Main Amazon UpdatesAmazon (NASDAQ: AMZN has gone through a volatile stretch over the last few years. The surge in customers and sales at the pandemic's onset has been followed by decelerating growth and rising costs. Amid all of that was a change in CEOs and a stock split.But none of the above are reasons to buy. Instead, the green flag I will discuss is the massive customer commitments it has for its lucrative Amazon Web Services (AWS) segment, the primary driver of Amazon's profitability these days.$89 billion worth of signed contractsAs of March 31, Amazon's web services segment has contracts with customers for a total value of $88.9 billion. In other word","listText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a>Yahoo Finance Live anchors break down Amazon’s 2% investment in Grubhub.Main Amazon UpdatesAmazon (NASDAQ: AMZN has gone through a volatile stretch over the last few years. The surge in customers and sales at the pandemic's onset has been followed by decelerating growth and rising costs. Amid all of that was a change in CEOs and a stock split.But none of the above are reasons to buy. Instead, the green flag I will discuss is the massive customer commitments it has for its lucrative Amazon Web Services (AWS) segment, the primary driver of Amazon's profitability these days.$89 billion worth of signed contractsAs of March 31, Amazon's web services segment has contracts with customers for a total value of $88.9 billion. In other word","text":"$Amazon.com(AMZN)$Yahoo Finance Live anchors break down Amazon’s 2% investment in Grubhub.Main Amazon UpdatesAmazon (NASDAQ: AMZN has gone through a volatile stretch over the last few years. The surge in customers and sales at the pandemic's onset has been followed by decelerating growth and rising costs. Amid all of that was a change in CEOs and a stock split.But none of the above are reasons to buy. Instead, the green flag I will discuss is the massive customer commitments it has for its lucrative Amazon Web Services (AWS) segment, the primary driver of Amazon's profitability these days.$89 billion worth of signed contractsAs of March 31, Amazon's web services segment has contracts with customers for a total value of $88.9 billion. In other word","images":[{"img":"https://community-static.tradeup.com/news/6ed13ad99aab39b78564160365486541","width":"640","height":"329"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079051018","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914466894,"gmtCreate":1665358311219,"gmtModify":1676537590117,"author":{"id":"3577084956936337","authorId":"3577084956936337","name":"keegs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"[Miser]//<a href=\"https://laohu8.com/U/4089028522442560\">@JLSE</a>:👌👌👌//<a href=\"https://ttm.financial/U/3559581955535845\">@koolgal</a>: 🌟🌟🌟This gaming company made headlines in January 2022 when it was announced that Microsoft is buying it for USD68.7 billion which works out to be USD95 per share.🍀🍀🍀🍀🍀Some of its most popular games include Call of Duty, World of Warcraft, Diablo and Starcraft.&nbsp; Even Warren Buffett has bought this stock too.🌈🌈🌈🌈🌈Can you guess the name of this company?Quick!&nbsp; This is easy!&nbsp; It starts with the Alphabet A. 😍😍😍🎊🎉🎊","listText":"[Miser]//<a href=\"https://laohu8.com/U/4089028522442560\">@JLSE</a>:👌👌👌//<a href=\"https://ttm.financial/U/3559581955535845\">@koolgal</a>: 🌟🌟🌟This gaming company made headlines in January 2022 when it was announced that Microsoft is buying it for USD68.7 billion which works out to be USD95 per share.🍀🍀🍀🍀🍀Some of its most popular games include Call of Duty, World of Warcraft, Diablo and Starcraft.&nbsp; Even Warren Buffett has bought this stock too.🌈🌈🌈🌈🌈Can you guess the name of this company?Quick!&nbsp; This is easy!&nbsp; It starts with the Alphabet A. 😍😍😍🎊🎉🎊","text":"[Miser]//@JLSE:👌👌👌//@koolgal: 🌟🌟🌟This gaming company made headlines in January 2022 when it was announced that Microsoft is buying it for USD68.7 billion which works out to be USD95 per share.🍀🍀🍀🍀🍀Some of its most popular games include Call of Duty, World of Warcraft, Diablo and Starcraft. Even Warren Buffett has bought this stock too.🌈🌈🌈🌈🌈Can you guess the name of this company?Quick! This is easy! It starts with the Alphabet A. 😍😍😍🎊🎉🎊","images":[{"img":"https://community-static.tradeup.com/news/74caafbd69f3d84e5c971fdf351620bc"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":18,"repostSize":0,"link":"https://ttm.financial/post/9914466894","repostId":"9915731796","repostType":1,"repost":{"id":9915731796,"gmtCreate":1665106896116,"gmtModify":1676537558400,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/61ed9b39c6cbcdce6372edc1c0b48a2d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"[Tiger Friday Game] Draw & Guess","htmlText":"Today is Friday, so it's time for Tiger Friday game! 🌴🥥We prepare coins and gifts for you to participate in our Draw &amp; Guess game.🎁How to participate?⭐To create your special painting, you need to: Find a proper stock you want to draw Draw the character that best represents this company by using your imagination Upload it to the comment section, and tag your friends to guess which stock you describe. ❕Note: If the puzzle is difficult, additional text hints are allowed.There are tons of coins awaiting you!💰💰💰Sample：📢Activity Details All Tigers who leave your description in this post will receive 50 Tiger Coins.💰💰💰 5 Tigers will receive 1000 coins for their comments that are the most popular and most discussed. (Invite your friends to take part.) In addition, you get a chance to win a T","listText":"Today is Friday, so it's time for Tiger Friday game! 🌴🥥We prepare coins and gifts for you to participate in our Draw &amp; Guess game.🎁How to participate?⭐To create your special painting, you need to: Find a proper stock you want to draw Draw the character that best represents this company by using your imagination Upload it to the comment section, and tag your friends to guess which stock you describe. ❕Note: If the puzzle is difficult, additional text hints are allowed.There are tons of coins awaiting you!💰💰💰Sample：📢Activity Details All Tigers who leave your description in this post will receive 50 Tiger Coins.💰💰💰 5 Tigers will receive 1000 coins for their comments that are the most popular and most discussed. (Invite your friends to take part.) In addition, you get a chance to win a T","text":"Today is Friday, so it's time for Tiger Friday game! 🌴🥥We prepare coins and gifts for you to participate in our Draw & Guess game.🎁How to participate?⭐To create your special painting, you need to: Find a proper stock you want to draw Draw the character that best represents this company by using your imagination Upload it to the comment section, and tag your friends to guess which stock you describe. ❕Note: If the puzzle is difficult, additional text hints are allowed.There are tons of coins awaiting you!💰💰💰Sample：📢Activity Details All Tigers who leave your description in this post will receive 50 Tiger Coins.💰💰💰 5 Tigers will receive 1000 coins for their comments that are the most popular and most discussed. (Invite your friends to take part.) In addition, you get a chance to win a T","images":[{"img":"https://community-static.tradeup.com/news/5abf6a2487e199d160928320260bd320","width":"1170","height":"877"},{"img":"https://community-static.tradeup.com/news/0befce0477df69e122a48809ed8ac620","width":"1170","height":"877"},{"img":"https://community-static.tradeup.com/news/8f1f9c4ad8e7f7824e5714ab5b5e7e19","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915731796","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9989174779,"gmtCreate":1665964244891,"gmtModify":1676537683233,"author":{"id":"3577084956936337","authorId":"3577084956936337","name":"keegs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"[Cool]//<a href=\"https://laohu8.com/U/3559581955535845\">@koolgal</a>: In the current volatile market, TSMC's share price has been on a downward trajectory in the past year.&nbsp; Its current share price of 63.92 almost reaches its 52 week&nbsp;low of 62.32. While I am bearish on TSMC in the short term, I am bullish in the long term as its growth story is not over by a long shot.&nbsp; With the advent of 5G, Internet of Things, EVs, TSM will continue to grow exponentially in the&nbsp; future. At 50% discount from its peak, TSMC presents a very attractive buying opportunity. Thanks&nbsp;<a href=\"https://ttm.financial/U/4102740236684050\">@MaverickTiger</a>&nbsp;for your excellent insight&nbsp;on the effects of TSMC's 3Q Earnings and the semiconductor industry as a whole.&nbsp;","listText":"[Cool]//<a href=\"https://laohu8.com/U/3559581955535845\">@koolgal</a>: In the current volatile market, TSMC's share price has been on a downward trajectory in the past year.&nbsp; Its current share price of 63.92 almost reaches its 52 week&nbsp;low of 62.32. While I am bearish on TSMC in the short term, I am bullish in the long term as its growth story is not over by a long shot.&nbsp; With the advent of 5G, Internet of Things, EVs, TSM will continue to grow exponentially in the&nbsp; future. At 50% discount from its peak, TSMC presents a very attractive buying opportunity. Thanks&nbsp;<a href=\"https://ttm.financial/U/4102740236684050\">@MaverickTiger</a>&nbsp;for your excellent insight&nbsp;on the effects of TSMC's 3Q Earnings and the semiconductor industry as a whole.&nbsp;","text":"[Cool]//@koolgal: In the current volatile market, TSMC's share price has been on a downward trajectory in the past year. Its current share price of 63.92 almost reaches its 52 week low of 62.32. While I am bearish on TSMC in the short term, I am bullish in the long term as its growth story is not over by a long shot. With the advent of 5G, Internet of Things, EVs, TSM will continue to grow exponentially in the future. At 50% discount from its peak, TSMC presents a very attractive buying opportunity. Thanks @MaverickTiger for your excellent insight on the effects of TSMC's 3Q Earnings and the semiconductor industry as a whole.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":15,"repostSize":0,"link":"https://ttm.financial/post/9989174779","repostId":"9917413051","repostType":1,"repost":{"id":9917413051,"gmtCreate":1665560258573,"gmtModify":1676537627533,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"TSMC's Q3 Earnings, should reflect the whole semiconductor industry?","htmlText":"The semiconductor industry suffered in Q3, and the headwinds of supply&nbsp;chain and demand, and irresponsible&nbsp;policy brought&nbsp;this&nbsp;industry unprecedented challenges. From&nbsp;the financial report released at the end of September which&nbsp;is&nbsp;as of August 31, 2020,&nbsp;<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> has became the first company to warn the decline in global demand for personal computers and smartphone chips in Q3. According to the&nbsp;management, Customers in various industries are cutting orders and reducing the chip inventory accumulated before, and the chip industry is in a difficult pricing situation at present. Yet,&nbsp;MU&nbsp;is not the worst performing in the secondary market.Coincidentally, TSMC (Asia Pacific)&nbsp;hit the","listText":"The semiconductor industry suffered in Q3, and the headwinds of supply&nbsp;chain and demand, and irresponsible&nbsp;policy brought&nbsp;this&nbsp;industry unprecedented challenges. From&nbsp;the financial report released at the end of September which&nbsp;is&nbsp;as of August 31, 2020,&nbsp;<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> has became the first company to warn the decline in global demand for personal computers and smartphone chips in Q3. According to the&nbsp;management, Customers in various industries are cutting orders and reducing the chip inventory accumulated before, and the chip industry is in a difficult pricing situation at present. Yet,&nbsp;MU&nbsp;is not the worst performing in the secondary market.Coincidentally, TSMC (Asia Pacific)&nbsp;hit the","text":"The semiconductor industry suffered in Q3, and the headwinds of supply chain and demand, and irresponsible policy brought this industry unprecedented challenges. From the financial report released at the end of September which is as of August 31, 2020, $Micron Technology(MU)$ has became the first company to warn the decline in global demand for personal computers and smartphone chips in Q3. According to the management, Customers in various industries are cutting orders and reducing the chip inventory accumulated before, and the chip industry is in a difficult pricing situation at present. Yet, MU is not the worst performing in the secondary market.Coincidentally, TSMC (Asia Pacific) hit the","images":[{"img":"https://static.tigerbbs.com/400e418da0f8c55b74bc8f4bad53e8d6","width":"625","height":"57"},{"img":"https://static.tigerbbs.com/79fd5f83c366ed26325379c9a9d7e33c","width":"480","height":"288"},{"img":"https://static.tigerbbs.com/7dae55959f0101347433f1ac0437ad83","width":"839","height":"469"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917413051","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963083708,"gmtCreate":1668554728905,"gmtModify":1676538073880,"author":{"id":"3577084956936337","authorId":"3577084956936337","name":"keegs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9963083708","repostId":"2283294704","repostType":4,"repost":{"id":"2283294704","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":1668553904,"share":"https://www.laohu8.com/m/news/2283294704?lang=&edition=full","pubTime":"2022-11-16 07:11","market":"us","language":"en","title":"Tesla Cuts Delivery Waiting Time for All Model 3, Model Y Cars","url":"https://stock-news.laohu8.com/highlight/detail?id=2283294704","media":"Reuters","summary":"(Reuters) - Tesla has cut the delivery waiting time for all Model 3 and Model Y vehicles to a minimum of one week, it said on its website on Tuesday.The U.S. automaker added to its electric vehicle in","content":"<html><head></head><body><p>(Reuters) - Tesla has cut the delivery waiting time for all Model 3 and Model Y vehicles to a minimum of one week, it said on its website on Tuesday.</p><p>The U.S. automaker added to its electric vehicle inventory in Shanghai at its fastest pace ever in October, data from China Merchants Bank International (CMBI) showed, at a time when automakers and investors are bracing for a downturn in the world’s largest car market.</p><p>Tesla had cut prices for its Model 3 and Model Y cars in China last month to boost sales.</p><p>Last week, the company offered an additional rebate for buyers who take delivery this month and buy insurance from one of Tesla&#39;s partners. (Reporting by Zhang Yan, Twinnie Siu and Ella Cao, Editing by Louise Heavens and Louise Heavens)</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 Cuts Delivery Waiting Time for All Model 3, Model Y Cars</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 Cuts Delivery Waiting Time for All Model 3, Model Y Cars\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-11-16 07:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Tesla has cut the delivery waiting time for all Model 3 and Model Y vehicles to a minimum of one week, it said on its website on Tuesday.</p><p>The U.S. automaker added to its electric vehicle inventory in Shanghai at its fastest pace ever in October, data from China Merchants Bank International (CMBI) showed, at a time when automakers and investors are bracing for a downturn in the world’s largest car market.</p><p>Tesla had cut prices for its Model 3 and Model Y cars in China last month to boost sales.</p><p>Last week, the company offered an additional rebate for buyers who take delivery this month and buy insurance from one of Tesla&#39;s partners. (Reporting by Zhang Yan, Twinnie Siu and Ella Cao, Editing by Louise Heavens and Louise Heavens)</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":"2283294704","content_text":"(Reuters) - Tesla has cut the delivery waiting time for all Model 3 and Model Y vehicles to a minimum of one week, it said on its website on Tuesday.The U.S. automaker added to its electric vehicle inventory in Shanghai at its fastest pace ever in October, data from China Merchants Bank International (CMBI) showed, at a time when automakers and investors are bracing for a downturn in the world’s largest car market.Tesla had cut prices for its Model 3 and Model Y cars in China last month to boost sales.Last week, the company offered an additional rebate for buyers who take delivery this month and buy insurance from one of Tesla's partners. (Reporting by Zhang Yan, Twinnie Siu and Ella Cao, Editing by Louise Heavens and Louise Heavens)","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034939612,"gmtCreate":1647749164164,"gmtModify":1676534262989,"author":{"id":"3577084956936337","authorId":"3577084956936337","name":"keegs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Mighty mouse time&nbsp;","listText":"Mighty mouse time&nbsp;","text":"Mighty mouse time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034939612","repostId":"2220726035","repostType":4,"repost":{"id":"2220726035","pubTimestamp":1647650557,"share":"https://www.laohu8.com/m/news/2220726035?lang=&edition=full","pubTime":"2022-03-19 08:42","market":"us","language":"en","title":"Disney: Awakening The Sleeping Giant","url":"https://stock-news.laohu8.com/highlight/detail?id=2220726035","media":"seekingalpha","summary":"SummaryDisney+ is on track to meeting its FY2024 targets and will be doubling the number of original","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Disney+ is on track to meeting its FY2024 targets and will be doubling the number of original content as well as the number of markets it&#39;s operating in.</li><li>ESPN&#39;s huge scale could bring additional huge growth opportunities in sports betting, which Disney has given the nod of approval for.</li><li>Both domestic and international parks will see strong recovery as pent-up demand for travel brings traffic back to Disney&#39;s parks along with an improvement in margins.</li><li>Based on an SOTP valuation, my target price for Disney is $197, implying 43% upside from current levels.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b25c502149358c089ee67660f6d4830\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>hapabapa/iStock Editorial via Getty Images</span></p><p>Walt Disney (NYSE:DIS) is an attractive investment right now due to its long term growth potential as well as its likely recovery from covid impacts to its parks and attractions.</p><p><b>Investment thesis</b></p><p>The investment theses for Disney are as follows:</p><ol><li>Disney+ will be doubling the number of markets it operates in globally and doubling the amount of original content it is releasing. Furthermore, the market is under-pricing the chance of Disney+ achieving its FY2024 targets, which in my view, is becoming much more achievable with the current roadmap.</li><li>Sports could be an interesting bright spot for Disney as ESPN could leverage on its huge scale to enter sports betting, which is what many of its ESPN consumers want.</li><li>Parks segment will see a strong recovery in FY2022 due to increasing domestic and international guests at its attractions as travel resumes and heads back towards pre-COVID times.</li></ol><p>Overview</p><p>When looking at Disney, it&#39;s important to note the revenue mix of the company. There are two main segments to Disney:</p><ol><li>Disney Media &amp; Entertainment Distribution (DMED) segment which makes up 75% of revenues in 2021. This segment was formed in 2020 as part of Disney&#39;s reorganisation of its media and entertainment business and as it focuses more on the segment. This segment includes streaming services,, linear and syndicated television networks. This includes the direct-to-consumer units like Disney+, Hotstar, ESPN, Hulu</li><li>Disney Parks, Experiences &amp; Products (DPEP) segment which makes up 25% of revenues in 2021. This is Disney&#39;s most iconic travel and leisure business which includes its 6 resort destinations in the United States, Europe and Asia, as well as its cruise line.</li></ol><p>However, the revenue mix in FY2020 and FY2021, in my opinion, is more skewed towards DMED segment due to the huge impact on DPEP segment as the COVID 19 pandemic struck in 2020 and the impacts continued to linger in 2021. Of course, there is also the trend of fast growing DMED segment due to the increasing penetration of Disney&#39;s DTC streaming services like Disney+</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85405b7865b0cfd86dacf33622d3fdb2\" tg-width=\"640\" tg-height=\"184\" width=\"100%\" height=\"auto\"/><span>Revenue mix and growth of Disney (Disney Annual Reports)</span></p><p>When looking at the operating income mix, I think it is quite clear that the DPEP segment has not just seen a decline in revenues, but also margin reduction due to the low volumes in its parks and attractions. That said, at pre-COVID levels, the DPEP segment was one of the more profitable segments at around 27% operating margins. In my opinion, it is a matter of time before Disney&#39;s DPEP segment operating margins will normalise as customers return to its parks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cde9d56416980fbbade8ae8f921bbbd\" tg-width=\"640\" tg-height=\"233\" width=\"100%\" height=\"auto\"/><span>Disney Operating Income Mix and Growth (Disney Annual Reports)</span></p><p><b>Disney+ is well positioned for the future</b></p><p>With net adds to Disney+ subs being 11.8 million in 1QFY22, this beat on consensus shows me that the market may perhaps be underpricing the probability of Disney+ achieving its long term 2024 target of achieving 230 million to 260 million subscribers.</p><p>Furthermore, what makes me more optimistic about Disney+ is the strong slate of marquee content coming in 2QF22 and beyond.</p><p>Overall, Disney is almost doubling the amount or original content from its marquee brands in Disney+ in FY2022, with most of these titles coming online in 2HFY22, particularly between July and September. In 2QF22, Pixar will release <i>Turning Red</i> (11 March) and Marvel releases <i>Moon Knight</i> (30 March).</p><p>More highly anticipated releases in 3QF22 and after will include 2 new Star Wars series <i>Andor</i> (To be announced) and <i>Obi-Wan Kenobi</i> (25 March), new Marvel series <i>Ms. Marvel</i> (To be announced) and <i>She-Hulk</i> (To be announced), a live-action <i>Pinocchio</i>(To be announced) starring Tom Hanks, and <i>Hocus Pocus 2</i> (FY2023).</p><p>Management reiterated that they have more than 340 local original titles in various stages of development and production for their DTC platforms over the next few years. Local content offerings are also increasing in Asia, India, Europe, and LatAm in FY2022, with the majority of those titles releasing in F2H22.</p><p>In my opinion, this will be a pivotal moment for Disney+ as 4QFY22 will be the first time in Disney+ history that the company will be releasing original content throughout the quarter from all of Disney, Marvel, Star Wars, Pixar, and Nat Geo.</p><p>Although there could be some risk of subs deceleration in 2QFY22 due to the back end weighted content in the second half of the year. That said, the focus should really be on 2HFY22 as, in my opinion, there could be meaningfully much higher net adds to subscriber base, partly due to content release schedule in 2HFY22, and also the international launches happening as Disney+ expands its reach globally.</p><p>In the 1QFY22 management call, management emphasised Disney+&#39;s expansion globally. In FY2022, the company plans on bringing Disney+ to more than 50 more countries. This includes countries in Central Eastern Europe, the Middle East, and South Africa.</p><p>In total, management has plans to more than double the number of markets Disney+ is in now from 80 currently to more than 160 markets by FY2023. I would expect that the initial impact of these planned market launches will be most evident in F3Q22. As such, I am of the opinion that we will continue to see quarter over quarter improvements in Disney+ net adds from 8 million net adds in 2QFY22, to 12 million net adds in 3QFY22.</p><p><b>Sports could be a future bright spot</b></p><p>In the November 10 2021 earnings call, Bob Chapek, CEO of Disney, said that the company will expand into sports betting through ESPN. Although this may not sound like anything new, this is the first time ESPN&#39;s parent company, Disney, acknowledged that sports betting will be beneficial to the parent company and will not affect Disney&#39;s brand. This sets a clear signal that the top management in Disney is giving the go ahead to go deeper and bigger into the world of sports betting.</p><p>In fact, sports betting has been something the company has been dipping its toes into. In 2020, ESPN got into an agreement with both Caesars Entertainment and DraftKings to link to their sportsbooks from</p><p>There were talks in August 2021 about ESPN, at that time, was in discussions to potentially explore a brand licensing deal with DraftKings or Caesars Entertainment for $3 billion.</p><p>Bob Chapek mentioned that the company wants to have a greater presence in online sports betting and can leverage on ESPN&#39;s reach and scale to partner with 3rd parties in the sports betting space.</p><p>In my opinion, this could help Disney create brand new revenue streams and bring growth to ESPN, especially as ESPN advertising revenues were flat in the 4th quarter of 2021 when compared to the same quarter a year before. However, its streaming service EPSN+ grew subscribers by 66% over the year and almost 90% of the most watched broadcasts on Disney&#39;s owned TV networks were sports events. Thus, I think that to leverage on this strength that Disney has would make lots of sense not just for ESPN, but for Disney as a whole.</p><p>In addition, the move to sports betting would also attract and retain a younger audience and keep the momentum growing for ESPN. Furthermore, it is noted by Chapel that the consumer wants to have sports betting and to meet the needs of the ESPN customers, Disney needs to move into sports betting or risk missing a great opportunity or even being irrelevant in the future.</p><p><b>Recovery of parks will bring huge revenue and operating income upside</b></p><p>In 1QFY22, the Parks segment saw a material beat in revenues and operating incomes which in my view is a sign that we could be seeing structurally stronger growth rates in revenue as well as operating margins normalisation as international parks and domestic parks fully open and as travel returns to pre-pandemic levels.</p><p>Although there were lower attendance than 2019, Parks revenue and operating income matched pre-pandemic levels due to the higher yield benefits with per cap spending up more than 40% compared to 1QFY19.</p><p>Furthermore, based on the latest results, trends in attendance at Disney&#39;s domestic parks have continued to increase as Walt Disney World and Disneyland 1QFY22 attendance was up double digits compared to that of 4QFY21. This was likely also reflecting the seasonality effects of the holiday season.</p><p>Moving forward, although there is likely to be continued impact from COVID in the form of volatility, Disney&#39;s domestic parks will likely see continued strong demand from domestic guests while international parks will likely see a surge in demand in the latter half of the year. This is due to the increased closures like that of Hong Kong Disneyland currently being temporarily closed.</p><p>For my longer term forecasts, I believe that we could see per caps spending sustain above pre-COVID levels and thus this will drive higher margins for the segment. Driven by huge volume and customer growth both from domestic and international guests, the recovery in Disney&#39;s Parks segment will be significant in FY2022.</p><p><b>Valuation</b></p><p>Based on above points mentioned, I developed a financial model for Disney to come up with a valuation using sum of the parts (SOTP) valuation of the different segments. Due to the currently unprofitable nature of DTC, this was forecasted using longer term DCF model for the DTC segment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/592ec77a3e6703ec77a973ea2f37ec2d\" tg-width=\"640\" tg-height=\"267\" width=\"100%\" height=\"auto\"/><span>SOTP Valuation of Disney (Author generated model)</span></p><p>Based on the SOTP valuation, I derived a target price of $197, and there is a 43% upside potential for Disney based on current price levels.</p><p>Looking to relative valuation, when comparing Disney with Netflix (NFLX), one of Disney&#39;s competitors in the streaming services market, the forward P/E ratios of both companies are somewhat similar at about 31x to 32x 1 year forward P/E.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9bba2de777172d857327f65f1635488c\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>However, as highlighted in earlier sections, Disney&#39;s growth is likely to be higher than that of Netflix due to the higher growth from DPEP segment as travel recovers, and also from DMED segment as Disney+ content releases bring in record numbers of net adds and subscribers. As can be seen below, although Disney&#39;s revenues plunged in 2020, its starting to show faster growth in 2021 as it continues to recover from the COVID situation.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b539d4941a78dc5366d8a9b95abaa13\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><b>Risks</b></p><p><b>Competition</b></p><p>We are seeing increased competition in the streaming space. Although Disney has a strong franchise of brands in Disney+, competitors like Netflix, Apple TV (AAPL) and Amazon Prime Video (AMZN) could significantly increase content and marketing trend, competing for the same eyeballs for streaming services and thereby restricting Disney&#39;s subscriber and margin growth.</p><p><b>COVID related risks</b></p><p>As Disney&#39;s traditional travel and leisure Parks business is very susceptible to global travel and tourism trends, any increase in COVID related measures in any geographies that Disney&#39;s parks are operating in could result in slower than expected recovery.</p><p><b>Conclusion</b></p><p>All in all, there is a good risk reward investment opportunity for Disney at the current levels. With Parks segment set to see margin improvement to above pre-COVID levels as well as see traffic return, this will bring about a huge growth in revenues and profits from the profitable parks business. Furthermore, Disney continues to execute well in its streaming business, with 2HFY22 being a very exciting time for Disney+ as it rolls out to more markets and as it releases much more original marquee content that could reach a wide range of audiences. Based on SOTP valuation, my target price for Disney is $197, implying 43% upside from current levels, which is an attractive investment opportunity in my view.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Disney: Awakening The Sleeping Giant</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney: Awakening The Sleeping Giant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-19 08:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4496356-disney-attractive-investment-long-term-growth><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryDisney+ is on track to meeting its FY2024 targets and will be doubling the number of original content as well as the number of markets it's operating in.ESPN's huge scale could bring additional...</p>\n\n<a href=\"https://seekingalpha.com/article/4496356-disney-attractive-investment-long-term-growth\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","DIS":"迪士尼","BK4524":"宅经济概念","BK4108":"电影和娱乐","BK4561":"索罗斯持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4581":"高盛持仓","BK4550":"红杉资本持仓","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓"},"source_url":"https://seekingalpha.com/article/4496356-disney-attractive-investment-long-term-growth","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2220726035","content_text":"SummaryDisney+ is on track to meeting its FY2024 targets and will be doubling the number of original content as well as the number of markets it's operating in.ESPN's huge scale could bring additional huge growth opportunities in sports betting, which Disney has given the nod of approval for.Both domestic and international parks will see strong recovery as pent-up demand for travel brings traffic back to Disney's parks along with an improvement in margins.Based on an SOTP valuation, my target price for Disney is $197, implying 43% upside from current levels.hapabapa/iStock Editorial via Getty ImagesWalt Disney (NYSE:DIS) is an attractive investment right now due to its long term growth potential as well as its likely recovery from covid impacts to its parks and attractions.Investment thesisThe investment theses for Disney are as follows:Disney+ will be doubling the number of markets it operates in globally and doubling the amount of original content it is releasing. Furthermore, the market is under-pricing the chance of Disney+ achieving its FY2024 targets, which in my view, is becoming much more achievable with the current roadmap.Sports could be an interesting bright spot for Disney as ESPN could leverage on its huge scale to enter sports betting, which is what many of its ESPN consumers want.Parks segment will see a strong recovery in FY2022 due to increasing domestic and international guests at its attractions as travel resumes and heads back towards pre-COVID times.OverviewWhen looking at Disney, it's important to note the revenue mix of the company. There are two main segments to Disney:Disney Media & Entertainment Distribution (DMED) segment which makes up 75% of revenues in 2021. This segment was formed in 2020 as part of Disney's reorganisation of its media and entertainment business and as it focuses more on the segment. This segment includes streaming services,, linear and syndicated television networks. This includes the direct-to-consumer units like Disney+, Hotstar, ESPN, HuluDisney Parks, Experiences & Products (DPEP) segment which makes up 25% of revenues in 2021. This is Disney's most iconic travel and leisure business which includes its 6 resort destinations in the United States, Europe and Asia, as well as its cruise line.However, the revenue mix in FY2020 and FY2021, in my opinion, is more skewed towards DMED segment due to the huge impact on DPEP segment as the COVID 19 pandemic struck in 2020 and the impacts continued to linger in 2021. Of course, there is also the trend of fast growing DMED segment due to the increasing penetration of Disney's DTC streaming services like Disney+Revenue mix and growth of Disney (Disney Annual Reports)When looking at the operating income mix, I think it is quite clear that the DPEP segment has not just seen a decline in revenues, but also margin reduction due to the low volumes in its parks and attractions. That said, at pre-COVID levels, the DPEP segment was one of the more profitable segments at around 27% operating margins. In my opinion, it is a matter of time before Disney's DPEP segment operating margins will normalise as customers return to its parks.Disney Operating Income Mix and Growth (Disney Annual Reports)Disney+ is well positioned for the futureWith net adds to Disney+ subs being 11.8 million in 1QFY22, this beat on consensus shows me that the market may perhaps be underpricing the probability of Disney+ achieving its long term 2024 target of achieving 230 million to 260 million subscribers.Furthermore, what makes me more optimistic about Disney+ is the strong slate of marquee content coming in 2QF22 and beyond.Overall, Disney is almost doubling the amount or original content from its marquee brands in Disney+ in FY2022, with most of these titles coming online in 2HFY22, particularly between July and September. In 2QF22, Pixar will release Turning Red (11 March) and Marvel releases Moon Knight (30 March).More highly anticipated releases in 3QF22 and after will include 2 new Star Wars series Andor (To be announced) and Obi-Wan Kenobi (25 March), new Marvel series Ms. Marvel (To be announced) and She-Hulk (To be announced), a live-action Pinocchio(To be announced) starring Tom Hanks, and Hocus Pocus 2 (FY2023).Management reiterated that they have more than 340 local original titles in various stages of development and production for their DTC platforms over the next few years. Local content offerings are also increasing in Asia, India, Europe, and LatAm in FY2022, with the majority of those titles releasing in F2H22.In my opinion, this will be a pivotal moment for Disney+ as 4QFY22 will be the first time in Disney+ history that the company will be releasing original content throughout the quarter from all of Disney, Marvel, Star Wars, Pixar, and Nat Geo.Although there could be some risk of subs deceleration in 2QFY22 due to the back end weighted content in the second half of the year. That said, the focus should really be on 2HFY22 as, in my opinion, there could be meaningfully much higher net adds to subscriber base, partly due to content release schedule in 2HFY22, and also the international launches happening as Disney+ expands its reach globally.In the 1QFY22 management call, management emphasised Disney+'s expansion globally. In FY2022, the company plans on bringing Disney+ to more than 50 more countries. This includes countries in Central Eastern Europe, the Middle East, and South Africa.In total, management has plans to more than double the number of markets Disney+ is in now from 80 currently to more than 160 markets by FY2023. I would expect that the initial impact of these planned market launches will be most evident in F3Q22. As such, I am of the opinion that we will continue to see quarter over quarter improvements in Disney+ net adds from 8 million net adds in 2QFY22, to 12 million net adds in 3QFY22.Sports could be a future bright spotIn the November 10 2021 earnings call, Bob Chapek, CEO of Disney, said that the company will expand into sports betting through ESPN. Although this may not sound like anything new, this is the first time ESPN's parent company, Disney, acknowledged that sports betting will be beneficial to the parent company and will not affect Disney's brand. This sets a clear signal that the top management in Disney is giving the go ahead to go deeper and bigger into the world of sports betting.In fact, sports betting has been something the company has been dipping its toes into. In 2020, ESPN got into an agreement with both Caesars Entertainment and DraftKings to link to their sportsbooks fromThere were talks in August 2021 about ESPN, at that time, was in discussions to potentially explore a brand licensing deal with DraftKings or Caesars Entertainment for $3 billion.Bob Chapek mentioned that the company wants to have a greater presence in online sports betting and can leverage on ESPN's reach and scale to partner with 3rd parties in the sports betting space.In my opinion, this could help Disney create brand new revenue streams and bring growth to ESPN, especially as ESPN advertising revenues were flat in the 4th quarter of 2021 when compared to the same quarter a year before. However, its streaming service EPSN+ grew subscribers by 66% over the year and almost 90% of the most watched broadcasts on Disney's owned TV networks were sports events. Thus, I think that to leverage on this strength that Disney has would make lots of sense not just for ESPN, but for Disney as a whole.In addition, the move to sports betting would also attract and retain a younger audience and keep the momentum growing for ESPN. Furthermore, it is noted by Chapel that the consumer wants to have sports betting and to meet the needs of the ESPN customers, Disney needs to move into sports betting or risk missing a great opportunity or even being irrelevant in the future.Recovery of parks will bring huge revenue and operating income upsideIn 1QFY22, the Parks segment saw a material beat in revenues and operating incomes which in my view is a sign that we could be seeing structurally stronger growth rates in revenue as well as operating margins normalisation as international parks and domestic parks fully open and as travel returns to pre-pandemic levels.Although there were lower attendance than 2019, Parks revenue and operating income matched pre-pandemic levels due to the higher yield benefits with per cap spending up more than 40% compared to 1QFY19.Furthermore, based on the latest results, trends in attendance at Disney's domestic parks have continued to increase as Walt Disney World and Disneyland 1QFY22 attendance was up double digits compared to that of 4QFY21. This was likely also reflecting the seasonality effects of the holiday season.Moving forward, although there is likely to be continued impact from COVID in the form of volatility, Disney's domestic parks will likely see continued strong demand from domestic guests while international parks will likely see a surge in demand in the latter half of the year. This is due to the increased closures like that of Hong Kong Disneyland currently being temporarily closed.For my longer term forecasts, I believe that we could see per caps spending sustain above pre-COVID levels and thus this will drive higher margins for the segment. Driven by huge volume and customer growth both from domestic and international guests, the recovery in Disney's Parks segment will be significant in FY2022.ValuationBased on above points mentioned, I developed a financial model for Disney to come up with a valuation using sum of the parts (SOTP) valuation of the different segments. Due to the currently unprofitable nature of DTC, this was forecasted using longer term DCF model for the DTC segment.SOTP Valuation of Disney (Author generated model)Based on the SOTP valuation, I derived a target price of $197, and there is a 43% upside potential for Disney based on current price levels.Looking to relative valuation, when comparing Disney with Netflix (NFLX), one of Disney's competitors in the streaming services market, the forward P/E ratios of both companies are somewhat similar at about 31x to 32x 1 year forward P/E.Data by YChartsHowever, as highlighted in earlier sections, Disney's growth is likely to be higher than that of Netflix due to the higher growth from DPEP segment as travel recovers, and also from DMED segment as Disney+ content releases bring in record numbers of net adds and subscribers. As can be seen below, although Disney's revenues plunged in 2020, its starting to show faster growth in 2021 as it continues to recover from the COVID situation.Data by YChartsRisksCompetitionWe are seeing increased competition in the streaming space. Although Disney has a strong franchise of brands in Disney+, competitors like Netflix, Apple TV (AAPL) and Amazon Prime Video (AMZN) could significantly increase content and marketing trend, competing for the same eyeballs for streaming services and thereby restricting Disney's subscriber and margin growth.COVID related risksAs Disney's traditional travel and leisure Parks business is very susceptible to global travel and tourism trends, any increase in COVID related measures in any geographies that Disney's parks are operating in could result in slower than expected recovery.ConclusionAll in all, there is a good risk reward investment opportunity for Disney at the current levels. With Parks segment set to see margin improvement to above pre-COVID levels as well as see traffic return, this will bring about a huge growth in revenues and profits from the profitable parks business. Furthermore, Disney continues to execute well in its streaming business, with 2HFY22 being a very exciting time for Disney+ as it rolls out to more markets and as it releases much more original marquee content that could reach a wide range of audiences. Based on SOTP valuation, my target price for Disney is $197, implying 43% upside from current levels, which is an attractive investment opportunity in my view.","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099693779,"gmtCreate":1643338714470,"gmtModify":1676533807765,"author":{"id":"3577084956936337","authorId":"3577084956936337","name":"keegs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099693779","repostId":"1194553621","repostType":2,"repost":{"id":"1194553621","pubTimestamp":1643337630,"share":"https://www.laohu8.com/m/news/1194553621?lang=&edition=full","pubTime":"2022-01-28 10:40","market":"us","language":"en","title":"Tesla Earnings ‘Disappointed.’ Why Analysts Are Raising Their Price Targets.","url":"https://stock-news.laohu8.com/highlight/detail?id=1194553621","media":"Barrons","summary":"Teslastock tumbled Thursday, a day after reporting better-than-expected fourth-quarter earnings—a sign that the numbers still managed to disappoint investors. Wall Street analysts, however, seemed far","content":"<html><head></head><body><p>Tesla stock tumbled Thursday, a day after reporting better-than-expected fourth-quarter earnings — a sign that the numbers still managed to disappoint investors. Wall Street analysts, however, seemed far from disappointed, as a handful of raised their price targets for Tesla stock.</p><p>Rising target prices, however, might not be good enough to boost shares in the short run.</p><p>Tesla stock dived over 11% on Thursday at roughly $829 a share. The S&amp;P 500 is off about 0.5%. The Dow Jones Industrial Average has fallen 0.02%. The Nasdaq Composite is down 1.4%.</p><p>It’s a severe reaction to the company reporting $2.54 in per-share earnings from $17.7 billion in sales for the fourth quarter. Wall Street was looking for $2.36 a share from $17.1 billion in sales. It’s the company’s fourth consecutive earnings “beat.”</p><p>Piper Sandler analyst Alexander Potter maintained his Buy rating on shares and $1,300 price target despite calling the quarter not “completely flawless.” Supply-chain problems persist, adding cost, and new product rollouts, such as Cybertruck, are happing more slowly than some expect.</p><p>Baird analyst Ben Kallo also noted supply chain headwinds in his Thursday report following earnings, but was encouraged by management’s goal to grow volumes more than 50% in 2022. That implies 2022 deliveries of 1.4 million units. Kallo also maintained his Buy rating and raised an older price target to $1,108 from $888.</p><p>Kallo had his $888 target since October. Not all analysts change estimates and targets at the same rate.</p><p>Wells Fargo analyst Colin Langan also raised his Tesla price target to $910 from $860 a share. He kept his Hold rating on Tesla stock. Tesla CEO Elon Musk said Wednesday he’s confident Tesla will have truly self-driving cars by the end of 2022. Langan is skeptical. He still increased his price target because his 2022 earnings estimates went up following the quarter. Langan sees Tesla earnings $7.85 a share in 2022, up from $6.90 a share.</p><p>That’s a relatively low estimate. Overall, Wall Street expects Tesla to earn $10 a share in 2022. That estimate is up from about $8.40 a share three months ago. Rising estimates is probably the biggest factor in rising target prices. The average analyst target price for Tesla stock has risen to $967 a share from $758 a share over the past three months.</p><p>The average analyst target price is up about $13 a share after analysts digested Wednesday’s fourth-quarter earnings. The 2022 consensus earnings estimate is up about 25 cents a share in response to earnings.</p><p>Interestingly, the most bullish analysts, including Potter, don’t seem to be increasing target prices post earnings. The more bearish analysts, such as Langan, are the ones making larger adjustments.</p><p>New Street Research analyst Pierre Ferragu is a Tesla bull. He maintained his Buy rating and $1,580 price target for the stock calling the quarter a “comfortable” beat. Wedbush analyst Dan Ives, another bull, also maintained his Buy rating and $1,400 price target after the quarter. He called the quarter “stellar.”</p><p>Morgan Stanley analyst Adam Jonas didn’t appear to go as far as stellar, but still heaped praise on the company in his Wednesday report following earnings. He called Tesla an “EV cash machine …with just two cars and two plants.” in a Wednesday report following earnings.</p><p>The cars are the Model 3 and Model Y. Tesla makes Model S and X vehicles, but those are lower volume models. Tesla makes cars in Fremont, California and Shanghai, but is starting up two new plants in Austin, Texas and Germany.</p><p>“Nothing truly narrative changing for Tesla bulls” from the quarter added Jonas. He left his $8.84 per share 2022 earnings estimate unchanged as well as his $1,300 price target. Jonas rates Tesla stock Buy.</p><p>Overall, about 46% of analysts covering Tesla stock rate share Buy. The average Buy rating ratio for stocks in the S&amp;P is about 58%. No one upgraded or downgraded Tesla stock following earnings, according to Bloomberg data.</p></body></html>","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>Tesla Earnings ‘Disappointed.’ Why Analysts Are Raising Their Price Targets.</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 Earnings ‘Disappointed.’ Why Analysts Are Raising Their Price Targets.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-28 10:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-earnings-analysts-51643288684?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla stock tumbled Thursday, a day after reporting better-than-expected fourth-quarter earnings — a sign that the numbers still managed to disappoint investors. Wall Street analysts, however, seemed ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-earnings-analysts-51643288684?mod=hp_LATEST\">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.barrons.com/articles/tesla-stock-earnings-analysts-51643288684?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194553621","content_text":"Tesla stock tumbled Thursday, a day after reporting better-than-expected fourth-quarter earnings — a sign that the numbers still managed to disappoint investors. Wall Street analysts, however, seemed far from disappointed, as a handful of raised their price targets for Tesla stock.Rising target prices, however, might not be good enough to boost shares in the short run.Tesla stock dived over 11% on Thursday at roughly $829 a share. The S&P 500 is off about 0.5%. The Dow Jones Industrial Average has fallen 0.02%. The Nasdaq Composite is down 1.4%.It’s a severe reaction to the company reporting $2.54 in per-share earnings from $17.7 billion in sales for the fourth quarter. Wall Street was looking for $2.36 a share from $17.1 billion in sales. It’s the company’s fourth consecutive earnings “beat.”Piper Sandler analyst Alexander Potter maintained his Buy rating on shares and $1,300 price target despite calling the quarter not “completely flawless.” Supply-chain problems persist, adding cost, and new product rollouts, such as Cybertruck, are happing more slowly than some expect.Baird analyst Ben Kallo also noted supply chain headwinds in his Thursday report following earnings, but was encouraged by management’s goal to grow volumes more than 50% in 2022. That implies 2022 deliveries of 1.4 million units. Kallo also maintained his Buy rating and raised an older price target to $1,108 from $888.Kallo had his $888 target since October. Not all analysts change estimates and targets at the same rate.Wells Fargo analyst Colin Langan also raised his Tesla price target to $910 from $860 a share. He kept his Hold rating on Tesla stock. Tesla CEO Elon Musk said Wednesday he’s confident Tesla will have truly self-driving cars by the end of 2022. Langan is skeptical. He still increased his price target because his 2022 earnings estimates went up following the quarter. Langan sees Tesla earnings $7.85 a share in 2022, up from $6.90 a share.That’s a relatively low estimate. Overall, Wall Street expects Tesla to earn $10 a share in 2022. That estimate is up from about $8.40 a share three months ago. Rising estimates is probably the biggest factor in rising target prices. The average analyst target price for Tesla stock has risen to $967 a share from $758 a share over the past three months.The average analyst target price is up about $13 a share after analysts digested Wednesday’s fourth-quarter earnings. The 2022 consensus earnings estimate is up about 25 cents a share in response to earnings.Interestingly, the most bullish analysts, including Potter, don’t seem to be increasing target prices post earnings. The more bearish analysts, such as Langan, are the ones making larger adjustments.New Street Research analyst Pierre Ferragu is a Tesla bull. He maintained his Buy rating and $1,580 price target for the stock calling the quarter a “comfortable” beat. Wedbush analyst Dan Ives, another bull, also maintained his Buy rating and $1,400 price target after the quarter. He called the quarter “stellar.”Morgan Stanley analyst Adam Jonas didn’t appear to go as far as stellar, but still heaped praise on the company in his Wednesday report following earnings. He called Tesla an “EV cash machine …with just two cars and two plants.” in a Wednesday report following earnings.The cars are the Model 3 and Model Y. Tesla makes Model S and X vehicles, but those are lower volume models. Tesla makes cars in Fremont, California and Shanghai, but is starting up two new plants in Austin, Texas and Germany.“Nothing truly narrative changing for Tesla bulls” from the quarter added Jonas. He left his $8.84 per share 2022 earnings estimate unchanged as well as his $1,300 price target. Jonas rates Tesla stock Buy.Overall, about 46% of analysts covering Tesla stock rate share Buy. The average Buy rating ratio for stocks in the S&P is about 58%. No one upgraded or downgraded Tesla stock following earnings, according to Bloomberg data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902362775,"gmtCreate":1659655220899,"gmtModify":1705406226504,"author":{"id":"3577084956936337","authorId":"3577084956936337","name":"keegs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Rocket to&nbsp;[Miser]&nbsp;becoming more&nbsp;accessible!&nbsp;","listText":"Rocket to&nbsp;[Miser]&nbsp;becoming more&nbsp;accessible!&nbsp;","text":"Rocket to [Miser] becoming more accessible!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902362775","repostId":"2257013357","repostType":4,"repost":{"id":"2257013357","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1659654049,"share":"https://www.laohu8.com/m/news/2257013357?lang=&edition=full","pubTime":"2022-08-05 07:00","market":"us","language":"en","title":"Tesla Shareholders Clear Path for 3-for-1 Stock Split","url":"https://stock-news.laohu8.com/highlight/detail?id=2257013357","media":"Dow Jones","summary":"Tesla Inc. shareholders cleared the way Thursday for the company to complete its second stock split ","content":"<html><head></head><body><p>Tesla Inc. shareholders cleared the way Thursday for the company to complete its second stock split in about two years, based on a preliminary vote count.</p><p>Elon Musk&#39;s electric-vehicle maker, whose stock price has roughly tripled in the past two years, is planning a 3-for-1 stock split that the company has said is designed to make ownership more accessible to employees and individual investors. Tesla needed shareholders to sign off on issuing the new shares to complete the split. The move wouldn&#39;t affect the company&#39;s market value, which topped $960 billion as of Thursday.</p><p>That proposal was among more than a dozen facing investor consideration at Tesla&#39;s annual shareholder meeting, held at the company&#39;s Austin, Texas-area factory.</p><p>The gathering followed a recent rally in Tesla&#39;s stock price after the company reported second-quarter earnings that were better than expected. Tesla generated $2.3 billion in profit for the period, ahead of Wall Street&#39;s expectations but below its record quarterly profit of $3.3 billion in the first three months of the year.</p><p>An extended shutdown at Tesla&#39;s Shanghai assembly plant, paired with global supply-chain disruptions and labor shortages weighed on results.</p><p>Chief Financial Officer Zach Kirkhorn said on the company&#39;s July earnings call that Tesla was still aiming for 50% vehicle-delivery growth this year over 2021, though he acknowledged that reaching that target had become more difficult.</p><p>The investor gathering spotlighted concerns that some shareholders have expressed about Tesla&#39;s corporate governance. Several of the nonbinding proposals dealt with employment issues, from corporate efforts to prevent harassment and discrimination to how mandatory arbitration affects Tesla&#39;s employees and workplace culture. A preliminary tally indicated those measures didn&#39;t receive the requisite votes.</p><p>The company is facing scrutiny from state and federal employment authorities over issues including alleged racial discrimination and harassment at its Fremont, Calif., assembly plant. The California Department of Fair Employment and Housing sued Tesla in February, saying that Black workers routinely heard supervisors using racial slurs and were confronted with racist graffiti in the factory. Tesla has alleged misconduct by the California agency and said it is seeking dismissal of the case.</p><p>In June, the U.S. Equal Employment Opportunity Commission reached conclusions similar to those of the California employment agency, Tesla said in a securities filing, adding that it planned to begin settlement talks with federal officials.</p><p>Shareholders also backed the proposed re-election of the Tesla directors Ira Ehrenpreis and Kathleen Wilson-Thompson, who have served on the board since 2007 and 2018, respectively.</p><p>The proxy advisory firm Institutional Shareholder Services had urged investors to vote against their re-election, citing concern about the board&#39;s risk oversight and Tesla&#39;s response to a measure that shareholders approved last year. That nonbinding proposal called on Tesla to cut board members&#39; terms to one year, from three.</p><p>Instead, Tesla asked shareholders to reduce directors&#39; terms to two years. Such a proposal failed to gain the requisite votes last year or in 2019 and failed again this year.</p><p>Oracle Corp. co-founder Larry Ellison, who joined the board in 2018, didn&#39;t stand for re-election, meaning Tesla&#39;s board is poised to shrink to seven members, from eight.</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 Shareholders Clear Path for 3-for-1 Stock Split</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 Shareholders Clear Path for 3-for-1 Stock Split\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/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-08-05 07:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla Inc. shareholders cleared the way Thursday for the company to complete its second stock split in about two years, based on a preliminary vote count.</p><p>Elon Musk&#39;s electric-vehicle maker, whose stock price has roughly tripled in the past two years, is planning a 3-for-1 stock split that the company has said is designed to make ownership more accessible to employees and individual investors. Tesla needed shareholders to sign off on issuing the new shares to complete the split. The move wouldn&#39;t affect the company&#39;s market value, which topped $960 billion as of Thursday.</p><p>That proposal was among more than a dozen facing investor consideration at Tesla&#39;s annual shareholder meeting, held at the company&#39;s Austin, Texas-area factory.</p><p>The gathering followed a recent rally in Tesla&#39;s stock price after the company reported second-quarter earnings that were better than expected. Tesla generated $2.3 billion in profit for the period, ahead of Wall Street&#39;s expectations but below its record quarterly profit of $3.3 billion in the first three months of the year.</p><p>An extended shutdown at Tesla&#39;s Shanghai assembly plant, paired with global supply-chain disruptions and labor shortages weighed on results.</p><p>Chief Financial Officer Zach Kirkhorn said on the company&#39;s July earnings call that Tesla was still aiming for 50% vehicle-delivery growth this year over 2021, though he acknowledged that reaching that target had become more difficult.</p><p>The investor gathering spotlighted concerns that some shareholders have expressed about Tesla&#39;s corporate governance. Several of the nonbinding proposals dealt with employment issues, from corporate efforts to prevent harassment and discrimination to how mandatory arbitration affects Tesla&#39;s employees and workplace culture. A preliminary tally indicated those measures didn&#39;t receive the requisite votes.</p><p>The company is facing scrutiny from state and federal employment authorities over issues including alleged racial discrimination and harassment at its Fremont, Calif., assembly plant. The California Department of Fair Employment and Housing sued Tesla in February, saying that Black workers routinely heard supervisors using racial slurs and were confronted with racist graffiti in the factory. Tesla has alleged misconduct by the California agency and said it is seeking dismissal of the case.</p><p>In June, the U.S. Equal Employment Opportunity Commission reached conclusions similar to those of the California employment agency, Tesla said in a securities filing, adding that it planned to begin settlement talks with federal officials.</p><p>Shareholders also backed the proposed re-election of the Tesla directors Ira Ehrenpreis and Kathleen Wilson-Thompson, who have served on the board since 2007 and 2018, respectively.</p><p>The proxy advisory firm Institutional Shareholder Services had urged investors to vote against their re-election, citing concern about the board&#39;s risk oversight and Tesla&#39;s response to a measure that shareholders approved last year. That nonbinding proposal called on Tesla to cut board members&#39; terms to one year, from three.</p><p>Instead, Tesla asked shareholders to reduce directors&#39; terms to two years. Such a proposal failed to gain the requisite votes last year or in 2019 and failed again this year.</p><p>Oracle Corp. co-founder Larry Ellison, who joined the board in 2018, didn&#39;t stand for re-election, meaning Tesla&#39;s board is poised to shrink to seven members, from eight.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4555":"新能源车","BK4550":"红杉资本持仓","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4574":"无人驾驶","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2257013357","content_text":"Tesla Inc. shareholders cleared the way Thursday for the company to complete its second stock split in about two years, based on a preliminary vote count.Elon Musk's electric-vehicle maker, whose stock price has roughly tripled in the past two years, is planning a 3-for-1 stock split that the company has said is designed to make ownership more accessible to employees and individual investors. Tesla needed shareholders to sign off on issuing the new shares to complete the split. The move wouldn't affect the company's market value, which topped $960 billion as of Thursday.That proposal was among more than a dozen facing investor consideration at Tesla's annual shareholder meeting, held at the company's Austin, Texas-area factory.The gathering followed a recent rally in Tesla's stock price after the company reported second-quarter earnings that were better than expected. Tesla generated $2.3 billion in profit for the period, ahead of Wall Street's expectations but below its record quarterly profit of $3.3 billion in the first three months of the year.An extended shutdown at Tesla's Shanghai assembly plant, paired with global supply-chain disruptions and labor shortages weighed on results.Chief Financial Officer Zach Kirkhorn said on the company's July earnings call that Tesla was still aiming for 50% vehicle-delivery growth this year over 2021, though he acknowledged that reaching that target had become more difficult.The investor gathering spotlighted concerns that some shareholders have expressed about Tesla's corporate governance. Several of the nonbinding proposals dealt with employment issues, from corporate efforts to prevent harassment and discrimination to how mandatory arbitration affects Tesla's employees and workplace culture. A preliminary tally indicated those measures didn't receive the requisite votes.The company is facing scrutiny from state and federal employment authorities over issues including alleged racial discrimination and harassment at its Fremont, Calif., assembly plant. The California Department of Fair Employment and Housing sued Tesla in February, saying that Black workers routinely heard supervisors using racial slurs and were confronted with racist graffiti in the factory. Tesla has alleged misconduct by the California agency and said it is seeking dismissal of the case.In June, the U.S. Equal Employment Opportunity Commission reached conclusions similar to those of the California employment agency, Tesla said in a securities filing, adding that it planned to begin settlement talks with federal officials.Shareholders also backed the proposed re-election of the Tesla directors Ira Ehrenpreis and Kathleen Wilson-Thompson, who have served on the board since 2007 and 2018, respectively.The proxy advisory firm Institutional Shareholder Services had urged investors to vote against their re-election, citing concern about the board's risk oversight and Tesla's response to a measure that shareholders approved last year. That nonbinding proposal called on Tesla to cut board members' terms to one year, from three.Instead, Tesla asked shareholders to reduce directors' terms to two years. Such a proposal failed to gain the requisite votes last year or in 2019 and failed again this year.Oracle Corp. co-founder Larry Ellison, who joined the board in 2018, didn't stand for re-election, meaning Tesla's board is poised to shrink to seven members, from eight.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090706559,"gmtCreate":1643256362272,"gmtModify":1676533791415,"author":{"id":"3577084956936337","authorId":"3577084956936337","name":"keegs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Buy the dip indeed","listText":"Buy the dip indeed","text":"Buy the dip indeed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090706559","repostId":"1100976963","repostType":4,"repost":{"id":"1100976963","pubTimestamp":1643256062,"share":"https://www.laohu8.com/m/news/1100976963?lang=&edition=full","pubTime":"2022-01-27 12:01","market":"us","language":"en","title":"It's Time to Buy the Dip, Goldman Sachs Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1100976963","media":"Markets Insider","summary":"After stunning stock market volatility earlier this week, Goldman Sachs has this advice: Buy the dip","content":"<html><head></head><body><ul><li>After stunning stock market volatility earlier this week, Goldman Sachs has this advice: Buy the dip.</li><li>&#34;Any further significant weakness at the index level should be seen as a buying opportunity,&#34; strategists said.</li><li>The bank does not think the correction will deepen and turn into a bear market.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17495a86f91e71f38697c4ed918972b1\" tg-width=\"1300\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/><span>Timothy A. Clary/AFP via Getty Images</span></p><p>After a volatile start to the week that caused the benchmark index to swing more than 1,000 points in one session, Goldman Sachs has this advice: Buy the dip.</p><p>While the Federal Reserve is looking to raise rates in 2022 to tame surging inflation that&#39;s near a 40-year high, Goldman Sachs strategists said the central bank will likely hike rates to relatively low levels.</p><p>&#34;Any further significant weakness at the index level should be seen as a buying opportunity, in our view, albeit with moderate upside through the year as a whole,&#34; strategists led by Peter Oppenheimer, said in a note Wednesday.</p><p>The whiplash in US equities began with jitters that a Fed determined to tame inflation will turn aggressively hawkish. That included investor concerns the central bank may start to shrink its nearly $9 trillion balance sheet — more commonly known as quantitative tightening.</p><p>What investors are most concerned about is the pace at which the central bank will hike rates. Last summer, the consensus was that there would be no interest rate rises in 2022 and only one at the end of 2023, the strategists pointed out. Now, four rate hikes are priced in.</p><p>That triggered a sell-off, and US equities are currently seeing a correction. But that&#39;s within a bull market cycle that should continue and remain in a growth phase, Goldman said.</p><p>Given this, the bank does not think the correction will deepen and turn into a bear market. The key is growth. Higher rates typically aren&#39;t negative for stocks as long as economic activity is still expanding, Goldman said. Rate hikes even during times of decelerating growth still sees positive, albeit weak, stock returns.</p><p>&#34;Historically, a Fed tightening cycle that is accompanied by accelerating growth tends to be associated with strong returns and relatively low volatility,&#34; they said. &#34;Meanwhile, a tightening cycle into slowing growth is associated with very low, but positive, equity returns alongside high volatility. It is this second combination that the markets seem to be pricing.&#34;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5530ced9df70f5134e6687e481afa13b\" tg-width=\"1000\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>Equities tend to digest Fed tightening much better with a rising ISM; Average monthly S&amp;P 500 returns and volatility with different growth/policy mix Bloomberg, Goldman Sachs Global Investment Research</span></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>It's Time to Buy the Dip, Goldman Sachs 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\">\nIt's Time to Buy the Dip, Goldman Sachs Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-27 12:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://markets.businessinsider.com/news/stocks/stock-market-outlook-buy-the-dip-goldman-sachs-correction-fed-2022-1><strong>Markets Insider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After stunning stock market volatility earlier this week, Goldman Sachs has this advice: Buy the dip.\"Any further significant weakness at the index level should be seen as a buying opportunity,\" ...</p>\n\n<a href=\"https://markets.businessinsider.com/news/stocks/stock-market-outlook-buy-the-dip-goldman-sachs-correction-fed-2022-1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://markets.businessinsider.com/news/stocks/stock-market-outlook-buy-the-dip-goldman-sachs-correction-fed-2022-1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100976963","content_text":"After stunning stock market volatility earlier this week, Goldman Sachs has this advice: Buy the dip.\"Any further significant weakness at the index level should be seen as a buying opportunity,\" strategists said.The bank does not think the correction will deepen and turn into a bear market.Timothy A. Clary/AFP via Getty ImagesAfter a volatile start to the week that caused the benchmark index to swing more than 1,000 points in one session, Goldman Sachs has this advice: Buy the dip.While the Federal Reserve is looking to raise rates in 2022 to tame surging inflation that's near a 40-year high, Goldman Sachs strategists said the central bank will likely hike rates to relatively low levels.\"Any further significant weakness at the index level should be seen as a buying opportunity, in our view, albeit with moderate upside through the year as a whole,\" strategists led by Peter Oppenheimer, said in a note Wednesday.The whiplash in US equities began with jitters that a Fed determined to tame inflation will turn aggressively hawkish. That included investor concerns the central bank may start to shrink its nearly $9 trillion balance sheet — more commonly known as quantitative tightening.What investors are most concerned about is the pace at which the central bank will hike rates. Last summer, the consensus was that there would be no interest rate rises in 2022 and only one at the end of 2023, the strategists pointed out. Now, four rate hikes are priced in.That triggered a sell-off, and US equities are currently seeing a correction. But that's within a bull market cycle that should continue and remain in a growth phase, Goldman said.Given this, the bank does not think the correction will deepen and turn into a bear market. The key is growth. Higher rates typically aren't negative for stocks as long as economic activity is still expanding, Goldman said. Rate hikes even during times of decelerating growth still sees positive, albeit weak, stock returns.\"Historically, a Fed tightening cycle that is accompanied by accelerating growth tends to be associated with strong returns and relatively low volatility,\" they said. \"Meanwhile, a tightening cycle into slowing growth is associated with very low, but positive, equity returns alongside high volatility. It is this second combination that the markets seem to be pricing.\"Equities tend to digest Fed tightening much better with a rising ISM; Average monthly S&P 500 returns and volatility with different growth/policy mix Bloomberg, Goldman Sachs Global Investment Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051403834,"gmtCreate":1654731324728,"gmtModify":1676535498443,"author":{"id":"3577084956936337","authorId":"3577084956936337","name":"keegs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Meta?&nbsp;","listText":"Meta?&nbsp;","text":"Meta?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051403834","repostId":"2241862183","repostType":4,"repost":{"id":"2241862183","pubTimestamp":1654701606,"share":"https://www.laohu8.com/m/news/2241862183?lang=&edition=full","pubTime":"2022-06-08 23:20","market":"us","language":"en","title":"4 Supercharged Growth Stocks Billionaires Can't Stop Buying","url":"https://stock-news.laohu8.com/highlight/detail?id=2241862183","media":"Motley Fool","summary":"Successful money managers piled into these fast-growing companies in the first quarter.","content":"<html><head></head><body><p>You may not realize it, but what&#39;s arguably the most important data release of the entire second quarter occurred just a few weeks ago -- and it has nothing to do with inflation or economic growth.</p><p>May 16 represented the Form 13F filing deadline for money managers with at least $100 million in assets under management. Put simply, a 13F is a once-quarterly look under the hood at what the brightest minds on Wall Street have been buying, selling, and holding. Even though there are drawbacks to 13Fs (e.g., they&#39;re 45 days old when filed), they can provide valuable insight into what stocks and trends are captivating successful money managers.</p><p>If there was one trend that clearly stood out during the first quarter, it&#39;s that growth stocks were on the menu for many billionaire money managers. After perusing a veritable sea of 13Fs, it&#39;s clear that billionaires can&#39;t stop buying these four supercharged growth stocks.</p><h3><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></h3><p>First up is electric vehicle (EV) manufacturer <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, which was an especially popular buy for Jim Simons&#39; Renaissance Technologies. In the three months between the end of 2021 and March 31, 2022, Simons increased his fund&#39;s stake in Tesla by 109%, or 811,900 shares.</p><p>The primary lure for Tesla bulls is the company&#39;s competitive edge. For years, Tesla batteries have possessed superior power, capacity, and range. Tesla also sports a clear-cut production edge, with the company appearing to be on pace for more than 1 million EVs produced this year. This boost in output coincides with the company&#39;s Austin, Texas, and German gigafactories coming online.</p><p>Simons may also be encouraged by Tesla&#39;s bottom-line improvements. Even though regulatory credits continue to provide a boost to profits -- regulatory emissions credits are viewed as an unsustainable source of long-term profits -- Tesla was able to generate a record $3.74 billion in adjusted income during the first quarter on a nearly 33% automotive gross margin.</p><p>But Tesla&#39;s success is far from a guarantee. The company&#39;s battery advantages have narrowed considerably, and CEO Elon Musk has turned into a distraction as he attempts to acquire social media platform <b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a></b>.</p><p>Furthermore, auto stocks are traditionally valued at low earnings multiples to account for the cyclical nature of the industry. Tesla&#39;s multiple of 58 to Wall Street&#39;s forecast earnings for 2022 is worrisome.</p><h3><a href=\"https://laohu8.com/S/SKLZ\">Skillz</a></h3><p>Another rapidly growing stock that found itself in the shopping cart of a highly successful billionaire fund manager is gaming company <a href=\"https://laohu8.com/S/SKLZ\">Skillz</a>. Israel Englander of Millennium Management gobbled up more than 3.1 million shares during the first quarter, which increased his fund&#39;s stake by 376% from three months prior.</p><p>What makes Skillz such an intriguing company is its role within the fast-growing mobile-gaming industry. Rather than developing mobile games in a highly competitive and capital-intensive space, Skillz operates a platform that allows gamers to compete against each other for cash prizes. Portions of this cash are kept by Skillz and the developer of the game being played. It&#39;s a relatively low-cost way to take advantage of growth in esports and casual gaming.</p><p>Something else to note is that Skillz forged a multiyear agreement with the National Football League (NFL) in February 2021. Football is the undisputed most popular sport in the U.S. This agreement will see NFL-themed games developed, with participants competing on Skillz&#39;s mobile-gaming platform.</p><p>Yet, there are also concerns about the company&#39;s longevity. Losses have come in substantially higher than anticipated, which has caused the company&#39;s cash pile to shrink. Even with a reduced marketing budget, it&#39;s not clear if or when Skillz will turn the corner to profitability.</p><h3><a href=\"https://laohu8.com/S/SQ\">Block</a></h3><p>Digital payments company <a href=\"https://laohu8.com/S/SQ\">Block</a>, formerly known as Square, was also a popular billionaire buy. Philippe Laffont of Coatue Management added close to 3.2 million shares of fintech stock Block in the first quarter, which more than doubled the fund&#39;s prior stake.</p><p>For years, Block&#39;s bread and butter has been its seller ecosystem, also known as the &#34;Square ecosystem.&#34; This is the segment that provides point-of-sale devices, loans, and analytics to small businesses. In the entirety of 2012, gross payment volume (GPV) tallied $6.5 billion. In the first quarter of 2022, Block saw $39.5 billion in GPV traverse its platform.</p><p>Best of all, larger merchants have grown into a sizable percentage of GPV on Square&#39;s ecosystem. Since this segment is predominantly fee-based, bigger merchants should yield beefier gross profits for Block.</p><p>The other key driver is digital peer-to-peer payment platform Cash App. In a roughly four-year stretch beginning at the end of 2017, Cash App&#39;s monthly active user count catapulted from 7 million to over 44 million. The acquisition of buy now, pay later company Afterpay allows Block to create a closed-loop payment ecosystem that connects Cash App with its Square ecosystem.</p><p>Arguably the biggest knock against Block is the vast amount of low-margin revenue tied to <b>Bitcoin</b> trading. With the world&#39;s largest cryptocurrency hitting the skids in recent months, some of the luster that&#39;s made Block shine could begin to wear off. Then again, Block&#39;s future is about far more than just cryptocurrency trading.</p><p><a href=\"https://laohu8.com/S/EXEL\">Exelixis</a></p><p>The fourth supercharged growth stock that billionaires can&#39;t stop buying is cancer-drug developer <a href=\"https://laohu8.com/S/EXEL\">Exelixis</a>. Steven Cohen of Point72 Asset Management purchased more than 2.6 million shares of Exelixis last quarter, which represents a 62% increase from Point72&#39;s holdings at the end of 2021.</p><p>If you&#39;re wondering &#34;Why Exelixis?&#34; the answer has both macro and company-specific implications.</p><p>On a macro level, buying profitable healthcare stocks is a smart move to make during stock market corrections and bear markets. Since we can&#39;t control when we get sick or what ailment(s) we develop, there&#39;s always going to be demand for prescription drugs, medical devices, and healthcare services. In other words, just because the stock market is struggling, it doesn&#39;t mean cancer patients suddenly don&#39;t need Exelixis&#39; therapies.</p><p>On a more company-specific basis, lead drug Cabometyx has been quite the success story. Cabometyx is approved to treat first- and second-line renal cell carcinoma, as well as advanced, previously treated hepatocellular carcinoma. These indications alone have helped push Cabometyx above $1 billion in annual sales. The thing is, Cabometyx is being studied in dozens of additional clinical trials. This suggests label expansion opportunities, coupled with drug-pricing power, should help Exelixis sustain a double-digit growth rate.</p><p>This is also a company swimming in capital. Exelixis ended March with approximately $2 billion in cash, cash equivalents, and restricted cash equivalents and investments. Being so well capitalized has allowed Exelixis to reignite its internal growth engine and conduct dozens of trials with the hope of expanding Cabometyx&#39;s label.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Supercharged Growth Stocks Billionaires Can't Stop Buying</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\">\n4 Supercharged Growth Stocks Billionaires Can't Stop Buying\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-08 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/08/4-growth-stocks-billionaires-cant-stop-buying/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>You may not realize it, but what's arguably the most important data release of the entire second quarter occurred just a few weeks ago -- and it has nothing to do with inflation or economic growth.May...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/08/4-growth-stocks-billionaires-cant-stop-buying/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","BK4511":"特斯拉概念","BK4527":"明星科技股","BK4548":"巴美列捷福持仓","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4581":"高盛持仓","BK4528":"SaaS概念","SQ":"Block","BK4106":"数据处理与外包服务","BK4099":"汽车制造商","BK4554":"元宇宙及AR概念","BK4574":"无人驾驶","TSLA":"特斯拉","BK4551":"寇图资本持仓"},"source_url":"https://www.fool.com/investing/2022/06/08/4-growth-stocks-billionaires-cant-stop-buying/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2241862183","content_text":"You may not realize it, but what's arguably the most important data release of the entire second quarter occurred just a few weeks ago -- and it has nothing to do with inflation or economic growth.May 16 represented the Form 13F filing deadline for money managers with at least $100 million in assets under management. Put simply, a 13F is a once-quarterly look under the hood at what the brightest minds on Wall Street have been buying, selling, and holding. Even though there are drawbacks to 13Fs (e.g., they're 45 days old when filed), they can provide valuable insight into what stocks and trends are captivating successful money managers.If there was one trend that clearly stood out during the first quarter, it's that growth stocks were on the menu for many billionaire money managers. After perusing a veritable sea of 13Fs, it's clear that billionaires can't stop buying these four supercharged growth stocks.TeslaFirst up is electric vehicle (EV) manufacturer Tesla, which was an especially popular buy for Jim Simons' Renaissance Technologies. In the three months between the end of 2021 and March 31, 2022, Simons increased his fund's stake in Tesla by 109%, or 811,900 shares.The primary lure for Tesla bulls is the company's competitive edge. For years, Tesla batteries have possessed superior power, capacity, and range. Tesla also sports a clear-cut production edge, with the company appearing to be on pace for more than 1 million EVs produced this year. This boost in output coincides with the company's Austin, Texas, and German gigafactories coming online.Simons may also be encouraged by Tesla's bottom-line improvements. Even though regulatory credits continue to provide a boost to profits -- regulatory emissions credits are viewed as an unsustainable source of long-term profits -- Tesla was able to generate a record $3.74 billion in adjusted income during the first quarter on a nearly 33% automotive gross margin.But Tesla's success is far from a guarantee. The company's battery advantages have narrowed considerably, and CEO Elon Musk has turned into a distraction as he attempts to acquire social media platform Twitter.Furthermore, auto stocks are traditionally valued at low earnings multiples to account for the cyclical nature of the industry. Tesla's multiple of 58 to Wall Street's forecast earnings for 2022 is worrisome.SkillzAnother rapidly growing stock that found itself in the shopping cart of a highly successful billionaire fund manager is gaming company Skillz. Israel Englander of Millennium Management gobbled up more than 3.1 million shares during the first quarter, which increased his fund's stake by 376% from three months prior.What makes Skillz such an intriguing company is its role within the fast-growing mobile-gaming industry. Rather than developing mobile games in a highly competitive and capital-intensive space, Skillz operates a platform that allows gamers to compete against each other for cash prizes. Portions of this cash are kept by Skillz and the developer of the game being played. It's a relatively low-cost way to take advantage of growth in esports and casual gaming.Something else to note is that Skillz forged a multiyear agreement with the National Football League (NFL) in February 2021. Football is the undisputed most popular sport in the U.S. This agreement will see NFL-themed games developed, with participants competing on Skillz's mobile-gaming platform.Yet, there are also concerns about the company's longevity. Losses have come in substantially higher than anticipated, which has caused the company's cash pile to shrink. Even with a reduced marketing budget, it's not clear if or when Skillz will turn the corner to profitability.BlockDigital payments company Block, formerly known as Square, was also a popular billionaire buy. Philippe Laffont of Coatue Management added close to 3.2 million shares of fintech stock Block in the first quarter, which more than doubled the fund's prior stake.For years, Block's bread and butter has been its seller ecosystem, also known as the \"Square ecosystem.\" This is the segment that provides point-of-sale devices, loans, and analytics to small businesses. In the entirety of 2012, gross payment volume (GPV) tallied $6.5 billion. In the first quarter of 2022, Block saw $39.5 billion in GPV traverse its platform.Best of all, larger merchants have grown into a sizable percentage of GPV on Square's ecosystem. Since this segment is predominantly fee-based, bigger merchants should yield beefier gross profits for Block.The other key driver is digital peer-to-peer payment platform Cash App. In a roughly four-year stretch beginning at the end of 2017, Cash App's monthly active user count catapulted from 7 million to over 44 million. The acquisition of buy now, pay later company Afterpay allows Block to create a closed-loop payment ecosystem that connects Cash App with its Square ecosystem.Arguably the biggest knock against Block is the vast amount of low-margin revenue tied to Bitcoin trading. With the world's largest cryptocurrency hitting the skids in recent months, some of the luster that's made Block shine could begin to wear off. Then again, Block's future is about far more than just cryptocurrency trading.ExelixisThe fourth supercharged growth stock that billionaires can't stop buying is cancer-drug developer Exelixis. Steven Cohen of Point72 Asset Management purchased more than 2.6 million shares of Exelixis last quarter, which represents a 62% increase from Point72's holdings at the end of 2021.If you're wondering \"Why Exelixis?\" the answer has both macro and company-specific implications.On a macro level, buying profitable healthcare stocks is a smart move to make during stock market corrections and bear markets. Since we can't control when we get sick or what ailment(s) we develop, there's always going to be demand for prescription drugs, medical devices, and healthcare services. In other words, just because the stock market is struggling, it doesn't mean cancer patients suddenly don't need Exelixis' therapies.On a more company-specific basis, lead drug Cabometyx has been quite the success story. Cabometyx is approved to treat first- and second-line renal cell carcinoma, as well as advanced, previously treated hepatocellular carcinoma. These indications alone have helped push Cabometyx above $1 billion in annual sales. The thing is, Cabometyx is being studied in dozens of additional clinical trials. This suggests label expansion opportunities, coupled with drug-pricing power, should help Exelixis sustain a double-digit growth rate.This is also a company swimming in capital. Exelixis ended March with approximately $2 billion in cash, cash equivalents, and restricted cash equivalents and investments. Being so well capitalized has allowed Exelixis to reignite its internal growth engine and conduct dozens of trials with the hope of expanding Cabometyx's label.","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027983787,"gmtCreate":1653959161149,"gmtModify":1676535369334,"author":{"id":"3577084956936337","authorId":"3577084956936337","name":"keegs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Mighty mouse letsgo","listText":"Mighty mouse letsgo","text":"Mighty mouse letsgo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027983787","repostId":"1111934747","repostType":4,"repost":{"id":"1111934747","pubTimestamp":1653958131,"share":"https://www.laohu8.com/m/news/1111934747?lang=&edition=full","pubTime":"2022-05-31 08:48","market":"us","language":"en","title":"Why This Analyst Thinks Disney And This Company Are Uniquely Positioned In The Media Space","url":"https://stock-news.laohu8.com/highlight/detail?id=1111934747","media":"Benzinga","summary":"Traditional media companies are under pressure as ad dollars shift from linear TV to streaming, but ","content":"<html><head></head><body><p>Traditional media companies are under pressure as ad dollars shift from linear TV to streaming, but <b>Walt Disney Company</b> and <b>Comcast Corporation</b> are relatively better positioned, an analyst at <b>KeyBanc Capital Markets</b> said.</p><p><b>The Media Analyst:</b> <b>Brandon Nispel</b> has an Overweight rating and a $151 price target for Disney shares. The analyst rates Comcast at a Sector Weight, with a fair value of $42.</p><p><b>The Media Thesis:</b> Disney and Comcast&#39;s Universal Theme Park attendance are continuing to see improvement in attendance in April, analyst Nispel said, citing KeyBanc&#39;s domestic geolocation data. The year-over-year growth relative to 2019, however, is decelerating, particularly for Disney, he added.</p><p>The analyst noted that California is tracking better than Florida, apparently reflecting the weather and international visitation.</p><p>Investors have flagged a potential pullback in domestic consumer spending and deceleration in per capita spending, the analyst noted. This risk, according to the analyst, will likely materialize in 2023. At that juncture, international visitation, which is still less than two-thirds of pre-COVID levels, could serve as an offsetting factor, he added.</p><p>KeyBanc maintained its second-quarter estimates remain unchanged at a 3% decline for Disney&#39;s domestic park revenues but a 7% increase for Comcast&#39;s theme park revenue.</p><p>&#34;We see DIS and CMCSA as unique in media as theme parks are a highly profitable business that provides traditional media businesses the resources to transition from linear TV to streaming,&#34; the firm said.</p><p><b>Media Stock Price Action:</b> On Friday, Disney shares closed up by 3.52% at $109.33, and Comcast stock closed 0.07% higher at $44.16.</p></body></html>","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 This Analyst Thinks Disney And This Company Are Uniquely Positioned In The Media Space</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy This Analyst Thinks Disney And This Company Are Uniquely Positioned In The Media Space\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-31 08:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/analyst-color/22/05/27435600/why-this-analyst-thinks-disney-and-this-company-are-uniquely-positioned-in-the-medi><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Traditional media companies are under pressure as ad dollars shift from linear TV to streaming, but Walt Disney Company and Comcast Corporation are relatively better positioned, an analyst at KeyBanc ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/22/05/27435600/why-this-analyst-thinks-disney-and-this-company-are-uniquely-positioned-in-the-medi\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CMCSA":"康卡斯特","DIS":"迪士尼"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/22/05/27435600/why-this-analyst-thinks-disney-and-this-company-are-uniquely-positioned-in-the-medi","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111934747","content_text":"Traditional media companies are under pressure as ad dollars shift from linear TV to streaming, but Walt Disney Company and Comcast Corporation are relatively better positioned, an analyst at KeyBanc Capital Markets said.The Media Analyst: Brandon Nispel has an Overweight rating and a $151 price target for Disney shares. The analyst rates Comcast at a Sector Weight, with a fair value of $42.The Media Thesis: Disney and Comcast's Universal Theme Park attendance are continuing to see improvement in attendance in April, analyst Nispel said, citing KeyBanc's domestic geolocation data. The year-over-year growth relative to 2019, however, is decelerating, particularly for Disney, he added.The analyst noted that California is tracking better than Florida, apparently reflecting the weather and international visitation.Investors have flagged a potential pullback in domestic consumer spending and deceleration in per capita spending, the analyst noted. This risk, according to the analyst, will likely materialize in 2023. At that juncture, international visitation, which is still less than two-thirds of pre-COVID levels, could serve as an offsetting factor, he added.KeyBanc maintained its second-quarter estimates remain unchanged at a 3% decline for Disney's domestic park revenues but a 7% increase for Comcast's theme park revenue.\"We see DIS and CMCSA as unique in media as theme parks are a highly profitable business that provides traditional media businesses the resources to transition from linear TV to streaming,\" the firm said.Media Stock Price Action: On Friday, Disney shares closed up by 3.52% at $109.33, and Comcast stock closed 0.07% higher at $44.16.","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098246302,"gmtCreate":1644160083755,"gmtModify":1676533895250,"author":{"id":"3577084956936337","authorId":"3577084956936337","name":"keegs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Meta time","listText":"Meta time","text":"Meta time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098246302","repostId":"1123525144","repostType":4,"repost":{"id":"1123525144","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":1644126442,"share":"https://www.laohu8.com/m/news/1123525144?lang=&edition=full","pubTime":"2022-02-06 13:47","market":"us","language":"en","title":"Top 10 Stock Market Moving Headlines From Last Week: Alphabet, Amazon, Meta, Snap, Spotify Earnings And More","url":"https://stock-news.laohu8.com/highlight/detail?id=1123525144","media":"Benzinga","summary":"Here are the top 10 stock market moving headlines of the past week.10. Alphabet Earnings And Stock S","content":"<html><head></head><body><p><b>Here are the top 10 stock market moving headlines of the past week.</b></p><p><b>10. Alphabet Earnings And Stock Split:</b>Technology giant <b>Alphabet Inc</b>(NASDAQ:GOOG)(NASDAQ:GOOGL) reported fourth quarter revenue of $75.3 billion, up 32% year-over-year. The company reported fourth quarter earnings per share of $30.69. Both totals came in ahead of street consensus estimates. Along with the earnings, the company announced a 20-for-1 stock split for all classes of shares that will happen in July 2022.</p><p><b>9. AMD Earnings: Advanced Micro Devices Inc</b>(NASDAQ:AMD) reported fourth quarter revenue of $4.8 billion Tuesday. The total came in ahead of the company’s guidance and the street estimate. The company’s computing and graphics segment saw revenue hit $2.6 billion, up 32% year-over-year. AMD expects fiscal 2022 revenue to hit $21.5 billion.</p><p><b>8. Facebook Earnings:</b>Now known as <b>Meta Platforms Inc</b>, the Facebook parent company saw its stock fall after reporting fourth quarter financial results Wednesday. The company reported fourth quarter revenue of $33.67 billion, which beat a street estimate of $33.38 billion. Meta reported 2.91 billion monthly active users for Facebook and daily active users of 1.93 billion. While daily active users rose 5% on a year-over-year basis, they came in lower than the previous quarter. A drop in DAU along with the company expecting a continued negative impact from iOS app changes by <b>Apple Inc</b> spooked investors.</p><p><b>7. Amazon Earnings:</b>Ecommerce giant <b>Amazon.com Inc</b> reported fourth quarter revenue of $137.4 billion on Thursday. The total was up 9% year-over-year and came in just shy of a street consensus estimate of $137.6 billion. The company’s Amazon Web Services segment had growth of 40% in the fourth quarter and is now recognized as a $71 billion segment based on an annual run rate. Amazon announced Thursday that it would raise the cost of its Amazon Prime membership, with costs going from $12.99 to $14.99 a month for monthly subscribers and going from $119 to $139 for annual subscribers. The updated prices will go into effect on Feb 18, 2022 for new members and beginning on Mar 25, 2022 for existing customers at the time of their next renewal.</p><p><b>6. Spotify Earnings:</b>Streaming platform <b>Spotify Technology</b> reported fourth quarter revenue of $2.69 billion Wednesday, a total that was up 24% year-over-year. The company saw monthly active users grow 18% year-over-year to 406 million. The company said it no longer plans to issue annual guidance for financials. Guidance was given for the first quarter with Spotify expecting to hit revenue of 2.6 billion Euros and 418 million monthly active users.</p><p><b>5. Snap Earnings: Snap Inc</b> saw shares soar after reporting fourth quarter revenue of $1.3 billion, beating a street estimate of $1.2 billion. The company reported a profit of 22 cents per share in the fourth quarter. Global daily active users were up 20% year-over-year to 319 million. This marked the fifth consecutive quarter of DAUs rising 20% or more on a year-over-year basis.</p><p><b>4. Ford Earnings:</b>Automotive giant <b>Ford Motor Company</b> reported fourth quarter revenue of $35.26 billion, which came in short of a street estimate of $35.52 billion. Earnings per share of 26 cents per share in the fourth quarter also came in shy of a street estimate of 45 cents per share. The company highlighted that it has over 275,000 orders for the Mustang Mach-E, F-150 Lightning and E-Transit commercial vehicles as it grows its electric vehicle offerings.</p><p><b>3. Marijuana Banking Bill:</b>The U.S. House of Representatives approved an amendment to an innovation and manufacturing bill that includes marijuana banking reform. The amendment was preliminarily approved on Wednesday and then approved by the House with a vote of 262-168. The Secure and Fair Enforcement Banking Act (SAFE) is the latest in a push to help support marijuana legalization.</p><p><b>2. Cryptocurrency Falls:</b>Major cryptocurrencies fell or traded flat for the week, with <b>Bitcoin</b> going below $40,000 before rallying late Friday. Yields of short-term U.S. government bonds have risen on fears of inflation and potential rate hikes from the Federal Reserve. Cryptocurrencies tend to trade with more volatility when inflation fears are continuing.</p><p><b>1. U.S. Adds 467,000 Jobs:</b>The Labor Department reported 467,000 jobs were added in the month of January. The total came in ahead of estimates of 150,000 jobs. Unemployment in the U.S. was reported at 4% with the labor participation rate of 62.2% unchanged from the last report. The leisure and hospitality industry had 151,000 jobs added in January.</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>Top 10 Stock Market Moving Headlines From Last Week: Alphabet, Amazon, Meta, Snap, Spotify Earnings And More</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\">\nTop 10 Stock Market Moving Headlines From Last Week: Alphabet, Amazon, Meta, Snap, Spotify Earnings And More\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\">2022-02-06 13:47</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>Here are the top 10 stock market moving headlines of the past week.</b></p><p><b>10. Alphabet Earnings And Stock Split:</b>Technology giant <b>Alphabet Inc</b>(NASDAQ:GOOG)(NASDAQ:GOOGL) reported fourth quarter revenue of $75.3 billion, up 32% year-over-year. The company reported fourth quarter earnings per share of $30.69. Both totals came in ahead of street consensus estimates. Along with the earnings, the company announced a 20-for-1 stock split for all classes of shares that will happen in July 2022.</p><p><b>9. AMD Earnings: Advanced Micro Devices Inc</b>(NASDAQ:AMD) reported fourth quarter revenue of $4.8 billion Tuesday. The total came in ahead of the company’s guidance and the street estimate. The company’s computing and graphics segment saw revenue hit $2.6 billion, up 32% year-over-year. AMD expects fiscal 2022 revenue to hit $21.5 billion.</p><p><b>8. Facebook Earnings:</b>Now known as <b>Meta Platforms Inc</b>, the Facebook parent company saw its stock fall after reporting fourth quarter financial results Wednesday. The company reported fourth quarter revenue of $33.67 billion, which beat a street estimate of $33.38 billion. Meta reported 2.91 billion monthly active users for Facebook and daily active users of 1.93 billion. While daily active users rose 5% on a year-over-year basis, they came in lower than the previous quarter. A drop in DAU along with the company expecting a continued negative impact from iOS app changes by <b>Apple Inc</b> spooked investors.</p><p><b>7. Amazon Earnings:</b>Ecommerce giant <b>Amazon.com Inc</b> reported fourth quarter revenue of $137.4 billion on Thursday. The total was up 9% year-over-year and came in just shy of a street consensus estimate of $137.6 billion. The company’s Amazon Web Services segment had growth of 40% in the fourth quarter and is now recognized as a $71 billion segment based on an annual run rate. Amazon announced Thursday that it would raise the cost of its Amazon Prime membership, with costs going from $12.99 to $14.99 a month for monthly subscribers and going from $119 to $139 for annual subscribers. The updated prices will go into effect on Feb 18, 2022 for new members and beginning on Mar 25, 2022 for existing customers at the time of their next renewal.</p><p><b>6. Spotify Earnings:</b>Streaming platform <b>Spotify Technology</b> reported fourth quarter revenue of $2.69 billion Wednesday, a total that was up 24% year-over-year. The company saw monthly active users grow 18% year-over-year to 406 million. The company said it no longer plans to issue annual guidance for financials. Guidance was given for the first quarter with Spotify expecting to hit revenue of 2.6 billion Euros and 418 million monthly active users.</p><p><b>5. Snap Earnings: Snap Inc</b> saw shares soar after reporting fourth quarter revenue of $1.3 billion, beating a street estimate of $1.2 billion. The company reported a profit of 22 cents per share in the fourth quarter. Global daily active users were up 20% year-over-year to 319 million. This marked the fifth consecutive quarter of DAUs rising 20% or more on a year-over-year basis.</p><p><b>4. Ford Earnings:</b>Automotive giant <b>Ford Motor Company</b> reported fourth quarter revenue of $35.26 billion, which came in short of a street estimate of $35.52 billion. Earnings per share of 26 cents per share in the fourth quarter also came in shy of a street estimate of 45 cents per share. The company highlighted that it has over 275,000 orders for the Mustang Mach-E, F-150 Lightning and E-Transit commercial vehicles as it grows its electric vehicle offerings.</p><p><b>3. Marijuana Banking Bill:</b>The U.S. House of Representatives approved an amendment to an innovation and manufacturing bill that includes marijuana banking reform. The amendment was preliminarily approved on Wednesday and then approved by the House with a vote of 262-168. The Secure and Fair Enforcement Banking Act (SAFE) is the latest in a push to help support marijuana legalization.</p><p><b>2. Cryptocurrency Falls:</b>Major cryptocurrencies fell or traded flat for the week, with <b>Bitcoin</b> going below $40,000 before rallying late Friday. Yields of short-term U.S. government bonds have risen on fears of inflation and potential rate hikes from the Federal Reserve. Cryptocurrencies tend to trade with more volatility when inflation fears are continuing.</p><p><b>1. U.S. Adds 467,000 Jobs:</b>The Labor Department reported 467,000 jobs were added in the month of January. The total came in ahead of estimates of 150,000 jobs. Unemployment in the U.S. was reported at 4% with the labor participation rate of 62.2% unchanged from the last report. The leisure and hospitality industry had 151,000 jobs added in January.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","GOOG":"谷歌","SPOT":"Spotify Technology S.A.","AMD":"美国超微公司","AMZN":"亚马逊","GOOGL":"谷歌A","SNAP":"Snap Inc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123525144","content_text":"Here are the top 10 stock market moving headlines of the past week.10. Alphabet Earnings And Stock Split:Technology giant Alphabet Inc(NASDAQ:GOOG)(NASDAQ:GOOGL) reported fourth quarter revenue of $75.3 billion, up 32% year-over-year. The company reported fourth quarter earnings per share of $30.69. Both totals came in ahead of street consensus estimates. Along with the earnings, the company announced a 20-for-1 stock split for all classes of shares that will happen in July 2022.9. AMD Earnings: Advanced Micro Devices Inc(NASDAQ:AMD) reported fourth quarter revenue of $4.8 billion Tuesday. The total came in ahead of the company’s guidance and the street estimate. The company’s computing and graphics segment saw revenue hit $2.6 billion, up 32% year-over-year. AMD expects fiscal 2022 revenue to hit $21.5 billion.8. Facebook Earnings:Now known as Meta Platforms Inc, the Facebook parent company saw its stock fall after reporting fourth quarter financial results Wednesday. The company reported fourth quarter revenue of $33.67 billion, which beat a street estimate of $33.38 billion. Meta reported 2.91 billion monthly active users for Facebook and daily active users of 1.93 billion. While daily active users rose 5% on a year-over-year basis, they came in lower than the previous quarter. A drop in DAU along with the company expecting a continued negative impact from iOS app changes by Apple Inc spooked investors.7. Amazon Earnings:Ecommerce giant Amazon.com Inc reported fourth quarter revenue of $137.4 billion on Thursday. The total was up 9% year-over-year and came in just shy of a street consensus estimate of $137.6 billion. The company’s Amazon Web Services segment had growth of 40% in the fourth quarter and is now recognized as a $71 billion segment based on an annual run rate. Amazon announced Thursday that it would raise the cost of its Amazon Prime membership, with costs going from $12.99 to $14.99 a month for monthly subscribers and going from $119 to $139 for annual subscribers. The updated prices will go into effect on Feb 18, 2022 for new members and beginning on Mar 25, 2022 for existing customers at the time of their next renewal.6. Spotify Earnings:Streaming platform Spotify Technology reported fourth quarter revenue of $2.69 billion Wednesday, a total that was up 24% year-over-year. The company saw monthly active users grow 18% year-over-year to 406 million. The company said it no longer plans to issue annual guidance for financials. Guidance was given for the first quarter with Spotify expecting to hit revenue of 2.6 billion Euros and 418 million monthly active users.5. Snap Earnings: Snap Inc saw shares soar after reporting fourth quarter revenue of $1.3 billion, beating a street estimate of $1.2 billion. The company reported a profit of 22 cents per share in the fourth quarter. Global daily active users were up 20% year-over-year to 319 million. This marked the fifth consecutive quarter of DAUs rising 20% or more on a year-over-year basis.4. Ford Earnings:Automotive giant Ford Motor Company reported fourth quarter revenue of $35.26 billion, which came in short of a street estimate of $35.52 billion. Earnings per share of 26 cents per share in the fourth quarter also came in shy of a street estimate of 45 cents per share. The company highlighted that it has over 275,000 orders for the Mustang Mach-E, F-150 Lightning and E-Transit commercial vehicles as it grows its electric vehicle offerings.3. Marijuana Banking Bill:The U.S. House of Representatives approved an amendment to an innovation and manufacturing bill that includes marijuana banking reform. The amendment was preliminarily approved on Wednesday and then approved by the House with a vote of 262-168. The Secure and Fair Enforcement Banking Act (SAFE) is the latest in a push to help support marijuana legalization.2. Cryptocurrency Falls:Major cryptocurrencies fell or traded flat for the week, with Bitcoin going below $40,000 before rallying late Friday. Yields of short-term U.S. government bonds have risen on fears of inflation and potential rate hikes from the Federal Reserve. Cryptocurrencies tend to trade with more volatility when inflation fears are continuing.1. U.S. Adds 467,000 Jobs:The Labor Department reported 467,000 jobs were added in the month of January. The total came in ahead of estimates of 150,000 jobs. Unemployment in the U.S. was reported at 4% with the labor participation rate of 62.2% unchanged from the last report. The leisure and hospitality industry had 151,000 jobs added in January.","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925379589,"gmtCreate":1671939266741,"gmtModify":1676538613474,"author":{"id":"3577084956936337","authorId":"3577084956936337","name":"keegs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9925379589","isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937755161,"gmtCreate":1663513404153,"gmtModify":1676537281630,"author":{"id":"3577084956936337","authorId":"3577084956936337","name":"keegs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9937755161","repostId":"1179022137","repostType":4,"repost":{"id":"1179022137","pubTimestamp":1663457531,"share":"https://www.laohu8.com/m/news/1179022137?lang=&edition=full","pubTime":"2022-09-18 07:32","market":"us","language":"en","title":"3 Stock-Split Stocks Set to Soar by as Much as 101% From Their 52-Week Lows, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=1179022137","media":"Motley Fool","summary":"Watching Wall Street might be a good way to find returns in this difficult market.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>Palo Alto Networks leads the cybersecurity industry in 11 different categories, and services in that space are in high demand.</li><li>Shares of e-commerce giant Shopify could be the top performer of this bunch, with a potential upside of 101% over the next year.</li><li>Tesla is positioning itself to become more than just an electric vehicle producer.</li></ul><p>If just two themes have defined the stock market in 2022, those themes would be stock splits and the bear market. Both have disproportionately affected the technology sector, with some of the largest tech companies in the U.S. opting for stock splits to reduce their high share prices, and the <b>Nasdaq-100</b> tech index bearing the brunt of the broader market losses.</p><p><b>Palo Alto Networks</b>, <b>Shopify</b>, and <b>Tesla</b> have all conducted stock splits this year, and each stock has touched its 52-week low within the last four months. Still, Wall Street analysts are quite bullish on all three, which begs the question: Should you follow Wall Street&#39;s lead and buy the dip on these stock split stocks?</p><h2>Palo Alto Networks is a global leader in cybersecurity</h2><p><b>Anthony Di Pizio</b> <b>(Palo Alto Networks):</b> Palo Alto Networks&#39; stock price hit a 52-week low of $140.52 in May, and while it has since bounced to $184.37, Wall Street investment bank <b>Morgan Stanley</b> is betting it could soar to $274.33. That represents an upside of 49% from where it trades today. If it gets there, that would also be a tidy gain of 95% from its 52-week low.</p><p>Why is Morgan Stanley so bullish? Well, Palo Alto recently reported an incredibly strong financial performance for its fiscal 2022, which ended July 31, even in the face of the economic slowdown. Its $5.5 billion in revenue was a 29% jump compared to its fiscal 2021. What&#39;s more, Palo Alto&#39;s remaining performance obligations soared by 40% to $8.2 billion, which suggests a revenue growth acceleration might be on the horizon.</p><p>This is all because cybersecurity isn&#39;t something companies want -- it&#39;s something they absolutely need. As businesses shift more of their operations online using cloud technology, their attack surface continues to grow, which means they need more intuitive forms of protection for their valuable digital assets. In fact, a recent survey of company leaders conducted by Morgan Stanley suggested that organizations would have almost no appetite for cutting back on cybersecurity spending, even during a recession.</p><p>Since Palo Alto is an industry leader in 11 cybersecurity categories, it&#39;s no surprise it has a huge roster of large customers. At the end of its fiscal 2022, 1,240 of its clients were spending $1 million or more annually on its products and services.</p><p>Management&#39;s guidance for fiscal 2023 points to more strength, with revenue expected to rise by as much as 25% to $6.9 billion. While that would be a marginal slowdown compared to fiscal 2022&#39;s growth rate, it&#39;s still significantly faster than the cybersecurity industry&#39;s growth rate of 14%.</p><h2>Shopify could lead the e-commerce recovery</h2><p><b>Jamie Louko</b> <b>(Shopify):</b> RBC Capital&#39;s Paul Treiber has put a 12-month price target of $60 on Shopify, implying 101% growth from Shopify&#39;s 52-week low of $29.84. This is undoubtedly optimistic, and it would constitute a stellar performance.</p><p>There are a few reasons Treiber might be so bullish. First, Shopify has plummeted, bringing what was once a highly valued stock down to a relatively low valuation. It trades at 8.3 times sales -- nearly its lowest valuation since going public in 2015. Right now, shares of Shopify are also trading closer to its all-time low valuation than to its average multiple over its life as a public company.</p><p>Shopify has experienced some short-term pain, but its long-term future still looks bright. Recession fears have spooked investors about the e-commerce space, and that makes sense: As consumer budgets tighten, shoppers will likely spend less on discretionary goods like those sold by many e-commerce merchants. That said, the long-term future of e-commerce adoption looks good. By 2024, e-commerce is expected to represent 22% of global retail sales. That&#39;s an increase from 18% in 2020.</p><p>Considering that Shopify is one of the leading platforms for small businesses to create and grow their online operations, the company is well-placed to capitalize on that expected expansion. Millions of businesses worldwide use its platform, and Shopify merchants accounted for more than 10% of all U.S. retail e-commerce sales in 2021. Shopify facilitated almost $47 billion in gross merchandise volume in the second quarter of 2022 alone.</p><p>Treiber also might like Shopify because of its high switching costs. The company offers nearly everything a merchant might need, from point-of-sale solutions to payment processing to capital loans. It has even started offering fulfillment services, where Shopify handles all the shipping and returns logistics for its merchants. Once a client begins to rely on all these tools, it can be tough to leave the ecosystem. Therefore, there&#39;s a good chance Shopify&#39;s merchant count will continue to grow, even during this precarious time for e-commerce businesses.</p><h2>Self-driving cars and autonomous robots</h2><p><b>Trevor Jennewine (Tesla):</b> Emmanuel Rosner of <b>Deutsche Bank</b> recently reiterated his buy rating on Tesla stock, and his split-adjusted price target of $375 per share implies an upside of 81% from its 52-week low and an upside of 29% from its current price.</p><p>Tesla is not a typical automaker. It&#39;s not even a typical electric car company. Instead, CEO Elon Musk sees it as an artificial intelligence and robotics company that makes electric cars. So, while the global electric car market is on pace to hit $802 billion by 2027, Tesla sits in front of a much larger opportunity. That said, electric cars are still a critical part of the equation, and Tesla has evolved from pioneer to market leader.</p><p>In the second quarter, Tesla accounted for 19% of battery electric car sales worldwide, easily topping the 11% market share held by runner-up <b>BYD</b>. That dominance naturally fueled strong top-line growth -- Tesla&#39;s trailing-12-month revenue skyrocketed by 60% over the past year to $67.2 billion -- but the company has also become a paragon of manufacturing efficiency. In fact, Tesla achieved an industry-leading operating margin of 16.2% over the past year, which sent its free cash flow soaring by 165% to $6.9 billion.</p><p>However, Musk believes that full self-driving software will eventually be the primary source of profitability for Tesla&#39;s car business, and the company arguably has an edge over other automakers when it comes to autonomous cars. Specifically, its fleet of autopilot-enabled cars has collected more than 35 million miles worth of autonomous driving data -- more than any other automaker -- and data is the cornerstone of artificial intelligence projects. With that in mind, Musk believes Tesla will &#34;solve&#34; full self-driving this year, and he plans for the company to start building robotaxis in 2024.</p><p>Assuming all goes according to plan, Tesla could launch an autonomous ride-hailing service shortly thereafter, and that would fundamentally change its business. <b>UBS Group</b> analysts believe the robotaxi market will be worth north of $2 trillion by 2030, and an Ark Invest white paper predicts autonomous ride-hailing platforms could earn $2 trillion in profits by 2030. Those estimates may be ambitious, but the big picture is clear: Tesla&#39;s market opportunity is set to expand dramatically, and its transition into software and services could turbocharge its margins.</p><p>Despite a valuation of 14.9 times sales that would traditionally be viewed as pricey, patient investors should seriously consider buying a few shares of this growth stock.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stock-Split Stocks Set to Soar by as Much as 101% From Their 52-Week Lows, According to Wall Street</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 Stock-Split Stocks Set to Soar by as Much as 101% From Their 52-Week Lows, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-18 07:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/17/3-stock-split-stocks-soar-101-52-week-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSPalo Alto Networks leads the cybersecurity industry in 11 different categories, and services in that space are in high demand.Shares of e-commerce giant Shopify could be the top performer of...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/17/3-stock-split-stocks-soar-101-52-week-wall-street/\">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","PANW":"Palo Alto Networks","SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2022/09/17/3-stock-split-stocks-soar-101-52-week-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179022137","content_text":"KEY POINTSPalo Alto Networks leads the cybersecurity industry in 11 different categories, and services in that space are in high demand.Shares of e-commerce giant Shopify could be the top performer of this bunch, with a potential upside of 101% over the next year.Tesla is positioning itself to become more than just an electric vehicle producer.If just two themes have defined the stock market in 2022, those themes would be stock splits and the bear market. Both have disproportionately affected the technology sector, with some of the largest tech companies in the U.S. opting for stock splits to reduce their high share prices, and the Nasdaq-100 tech index bearing the brunt of the broader market losses.Palo Alto Networks, Shopify, and Tesla have all conducted stock splits this year, and each stock has touched its 52-week low within the last four months. Still, Wall Street analysts are quite bullish on all three, which begs the question: Should you follow Wall Street's lead and buy the dip on these stock split stocks?Palo Alto Networks is a global leader in cybersecurityAnthony Di Pizio (Palo Alto Networks): Palo Alto Networks' stock price hit a 52-week low of $140.52 in May, and while it has since bounced to $184.37, Wall Street investment bank Morgan Stanley is betting it could soar to $274.33. That represents an upside of 49% from where it trades today. If it gets there, that would also be a tidy gain of 95% from its 52-week low.Why is Morgan Stanley so bullish? Well, Palo Alto recently reported an incredibly strong financial performance for its fiscal 2022, which ended July 31, even in the face of the economic slowdown. Its $5.5 billion in revenue was a 29% jump compared to its fiscal 2021. What's more, Palo Alto's remaining performance obligations soared by 40% to $8.2 billion, which suggests a revenue growth acceleration might be on the horizon.This is all because cybersecurity isn't something companies want -- it's something they absolutely need. As businesses shift more of their operations online using cloud technology, their attack surface continues to grow, which means they need more intuitive forms of protection for their valuable digital assets. In fact, a recent survey of company leaders conducted by Morgan Stanley suggested that organizations would have almost no appetite for cutting back on cybersecurity spending, even during a recession.Since Palo Alto is an industry leader in 11 cybersecurity categories, it's no surprise it has a huge roster of large customers. At the end of its fiscal 2022, 1,240 of its clients were spending $1 million or more annually on its products and services.Management's guidance for fiscal 2023 points to more strength, with revenue expected to rise by as much as 25% to $6.9 billion. While that would be a marginal slowdown compared to fiscal 2022's growth rate, it's still significantly faster than the cybersecurity industry's growth rate of 14%.Shopify could lead the e-commerce recoveryJamie Louko (Shopify): RBC Capital's Paul Treiber has put a 12-month price target of $60 on Shopify, implying 101% growth from Shopify's 52-week low of $29.84. This is undoubtedly optimistic, and it would constitute a stellar performance.There are a few reasons Treiber might be so bullish. First, Shopify has plummeted, bringing what was once a highly valued stock down to a relatively low valuation. It trades at 8.3 times sales -- nearly its lowest valuation since going public in 2015. Right now, shares of Shopify are also trading closer to its all-time low valuation than to its average multiple over its life as a public company.Shopify has experienced some short-term pain, but its long-term future still looks bright. Recession fears have spooked investors about the e-commerce space, and that makes sense: As consumer budgets tighten, shoppers will likely spend less on discretionary goods like those sold by many e-commerce merchants. That said, the long-term future of e-commerce adoption looks good. By 2024, e-commerce is expected to represent 22% of global retail sales. That's an increase from 18% in 2020.Considering that Shopify is one of the leading platforms for small businesses to create and grow their online operations, the company is well-placed to capitalize on that expected expansion. Millions of businesses worldwide use its platform, and Shopify merchants accounted for more than 10% of all U.S. retail e-commerce sales in 2021. Shopify facilitated almost $47 billion in gross merchandise volume in the second quarter of 2022 alone.Treiber also might like Shopify because of its high switching costs. The company offers nearly everything a merchant might need, from point-of-sale solutions to payment processing to capital loans. It has even started offering fulfillment services, where Shopify handles all the shipping and returns logistics for its merchants. Once a client begins to rely on all these tools, it can be tough to leave the ecosystem. Therefore, there's a good chance Shopify's merchant count will continue to grow, even during this precarious time for e-commerce businesses.Self-driving cars and autonomous robotsTrevor Jennewine (Tesla): Emmanuel Rosner of Deutsche Bank recently reiterated his buy rating on Tesla stock, and his split-adjusted price target of $375 per share implies an upside of 81% from its 52-week low and an upside of 29% from its current price.Tesla is not a typical automaker. It's not even a typical electric car company. Instead, CEO Elon Musk sees it as an artificial intelligence and robotics company that makes electric cars. So, while the global electric car market is on pace to hit $802 billion by 2027, Tesla sits in front of a much larger opportunity. That said, electric cars are still a critical part of the equation, and Tesla has evolved from pioneer to market leader.In the second quarter, Tesla accounted for 19% of battery electric car sales worldwide, easily topping the 11% market share held by runner-up BYD. That dominance naturally fueled strong top-line growth -- Tesla's trailing-12-month revenue skyrocketed by 60% over the past year to $67.2 billion -- but the company has also become a paragon of manufacturing efficiency. In fact, Tesla achieved an industry-leading operating margin of 16.2% over the past year, which sent its free cash flow soaring by 165% to $6.9 billion.However, Musk believes that full self-driving software will eventually be the primary source of profitability for Tesla's car business, and the company arguably has an edge over other automakers when it comes to autonomous cars. Specifically, its fleet of autopilot-enabled cars has collected more than 35 million miles worth of autonomous driving data -- more than any other automaker -- and data is the cornerstone of artificial intelligence projects. With that in mind, Musk believes Tesla will \"solve\" full self-driving this year, and he plans for the company to start building robotaxis in 2024.Assuming all goes according to plan, Tesla could launch an autonomous ride-hailing service shortly thereafter, and that would fundamentally change its business. UBS Group analysts believe the robotaxi market will be worth north of $2 trillion by 2030, and an Ark Invest white paper predicts autonomous ride-hailing platforms could earn $2 trillion in profits by 2030. Those estimates may be ambitious, but the big picture is clear: Tesla's market opportunity is set to expand dramatically, and its transition into software and services could turbocharge its margins.Despite a valuation of 14.9 times sales that would traditionally be viewed as pricey, patient investors should seriously consider buying a few shares of this growth stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993904912,"gmtCreate":1660610914739,"gmtModify":1676536364595,"author":{"id":"3577084956936337","authorId":"3577084956936337","name":"keegs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993904912","repostId":"2259261017","repostType":4,"repost":{"id":"2259261017","pubTimestamp":1660621623,"share":"https://www.laohu8.com/m/news/2259261017?lang=&edition=full","pubTime":"2022-08-16 11:47","market":"us","language":"en","title":"This Stock Rally Has More Legs, Could Extend Until Year End - JPMorgan","url":"https://stock-news.laohu8.com/highlight/detail?id=2259261017","media":"StreetInsider","summary":"JPMorgan strategist Mislav Matejka doesn’t believe the ongoing rebound in the stock market is overdo","content":"<html><head></head><body><p>JPMorgan strategist Mislav Matejka doesn’t believe the ongoing rebound in the stock market is overdone.</p><p>The Growth sector is up about 14% since June lows compared to Value. Some stocks have rebounded by over 50% in the past 2 months, Matejka notes in a memo sent to clients.</p><p>Discussing when the relief rally may peak, Matejka explained:</p><p>“The key is the direction of long yields, where the peaking at mid-year was one of the big catalysts for the rebound in Growth style. Having initially decelerated by 100bp, from 3.5% to 2.5% in the US and from 1.8% to 0.8% in Germany, bond yields are recently trying to firm up again, especially post the strong July payrolls. However, we think that the broad stalling could continue until activity momentum troughs, sometime in Q4. M1, a good lead indicator of economic activity, is pointing to still lower PMIs ahead.”</p><p>More importantly, the shape of the yield curve needs to “start re-steepening” before investors start returning to Value from Growth.</p><p>“The Fed needs to pivot, in our view, but this is unlikely before the September meeting, where they could announce another outsized move, of 50-75bp – JPM call is for 75bp,” Matejka added.</p><p>Finally, the strategist also added that the U.S. dollar will need to start weakening.</p><p>“We have in early July argued for a tactical rebound in Growth style, and in the Tech sector in particular. We believed this would lend support to the broad market levels. We continue to think the rebound in Growth style is only tactical, but it likely has some further to go, perhaps even until year end,” Matejka concluded.</p><p>Berenberg analysts Jonathan Stubbs and Edward Abbott also weighed in on the cyclical/defensive debate.</p><p>“Our analysis suggests risks with owning just cyclicals or defensives in a “VOLcano theory” world… It is too early, we think, to commit to cyclicals here,” analysts wrote in a client note.</p></body></html>","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>This Stock Rally Has More Legs, Could Extend Until Year End - JPMorgan</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 Stock Rally Has More Legs, Could Extend Until Year End - JPMorgan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-16 11:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20461692><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>JPMorgan strategist Mislav Matejka doesn’t believe the ongoing rebound in the stock market is overdone.The Growth sector is up about 14% since June lows compared to Value. Some stocks have rebounded ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20461692\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20461692","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259261017","content_text":"JPMorgan strategist Mislav Matejka doesn’t believe the ongoing rebound in the stock market is overdone.The Growth sector is up about 14% since June lows compared to Value. Some stocks have rebounded by over 50% in the past 2 months, Matejka notes in a memo sent to clients.Discussing when the relief rally may peak, Matejka explained:“The key is the direction of long yields, where the peaking at mid-year was one of the big catalysts for the rebound in Growth style. Having initially decelerated by 100bp, from 3.5% to 2.5% in the US and from 1.8% to 0.8% in Germany, bond yields are recently trying to firm up again, especially post the strong July payrolls. However, we think that the broad stalling could continue until activity momentum troughs, sometime in Q4. M1, a good lead indicator of economic activity, is pointing to still lower PMIs ahead.”More importantly, the shape of the yield curve needs to “start re-steepening” before investors start returning to Value from Growth.“The Fed needs to pivot, in our view, but this is unlikely before the September meeting, where they could announce another outsized move, of 50-75bp – JPM call is for 75bp,” Matejka added.Finally, the strategist also added that the U.S. dollar will need to start weakening.“We have in early July argued for a tactical rebound in Growth style, and in the Tech sector in particular. We believed this would lend support to the broad market levels. We continue to think the rebound in Growth style is only tactical, but it likely has some further to go, perhaps even until year end,” Matejka concluded.Berenberg analysts Jonathan Stubbs and Edward Abbott also weighed in on the cyclical/defensive debate.“Our analysis suggests risks with owning just cyclicals or defensives in a “VOLcano theory” world… It is too early, we think, to commit to cyclicals here,” analysts wrote in a client note.","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9072453204,"gmtCreate":1658099171308,"gmtModify":1676536103047,"author":{"id":"3577084956936337","authorId":"3577084956936337","name":"keegs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Only time will tell.&nbsp;","listText":"Only time will tell.&nbsp;","text":"Only time will tell.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072453204","repostId":"2251841965","repostType":4,"repost":{"id":"2251841965","pubTimestamp":1658022733,"share":"https://www.laohu8.com/m/news/2251841965?lang=&edition=full","pubTime":"2022-07-17 09:52","market":"us","language":"en","title":"Is the New Netflix-Microsoft Partnership a Massive Mistake?","url":"https://stock-news.laohu8.com/highlight/detail?id=2251841965","media":"Motley Fool","summary":"Microsoft will power Netflix's ads, but the competition will be stiff.","content":"<html><head></head><body><p><b>Microsoft</b> (MSFT 1.04%) has signed a deal with <b>Netflix</b> (NFLX 8.20%) to provide the technology and sales expertise that will underpin the streamer&#39;s upcoming ad-supported tier. For Netflix, working with one of the biggest tech firms in the world on one of its most important projects in recent years is somewhat of a boon. And for Microsoft, overseeing the nascent ad product for the most popular streaming service on the planet only serves to boost its suite of marketing services.</p><p>Still, for both companies, the risks of failure can&#39;t be overstated. Netflix has positioned a lower-cost ad-supported offering as a strategy to combat falling subscriber numbers. Meanwhile, Microsoft no longer operates a streaming platform upon which to sell video ads (R.I.P. Mixer). Fundamentally, this is an enormous opportunity for the two companies, but there&#39;s a chance they both might have bitten off more than they can chew.</p><p><img src=\"https://static.tigerbbs.com/cbf031077a10148043ed57861a913572\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>Why not Google or Meta?</h2><p>When talking about advertising in the internet age, <b>Alphabet</b>&#39;s Google and <b>Meta</b> are always part of the conversation. Google generated almost $210 billion from ads last year, while Meta pulled in close to $115 billion. By contrast, Microsoft drew just $10 billion in ad revenue in 2021.</p><p>Of course, Microsoft has never presented itself as an advertising-driven operation -- it&#39;s always been a software and services business. Conversely, Google and Meta built their fortunes by creating successful ad platforms, and their successes have been borne out by the fact that marketers want to use their tools.</p><p>Needless to say, as video has become a major part of the modern web experience, Google and Meta have been there to exploit the advertising opportunities: Google&#39;s YouTube serves 1 billion hours of content each day, while Meta&#39;s Instagram Reels can reach as many as 675.3 million users each month. With those achievements in mind, why didn&#39;t Netflix choose to partner with Google or Meta?</p><h2>The need for control</h2><p>Neither Microsoft nor Netflix have provided specifics about the tie-up, so it&#39;s unwise to speculate whether there were any financial incentives or other favorable terms that helped seal the deal. However, in Netflix&#39;s press release discussing the arrangement, there may be a clue: Netflix wants control.</p><p>&#34;Microsoft has the proven ability to support all our advertising needs as we work together to build a new ad-supported offering,&#34; Netflix stated. &#34;More importantly, Microsoft offered the flexibility to innovate over time on both the technology and sales side, as well as strong privacy protections for our members.&#34;</p><p>Reading between the lines, Netflix seems to suggest it doesn&#39;t yet know how advertising will work on its platform -- if at all. By working with the seventh-most-popular global ad network, it will almost certainly have more say over the frequency and quality of the ads it offers. It&#39;s also possible Microsoft could give them more performance insight than they might get from bigger players. Plus, privacy protections are a bonus because Google and Meta both have muddy histories on that front.</p><h2>Are the trade-offs worth it?</h2><p>Despite all the reasons for Netflix opting to work with Microsoft, there are a host of reasons it could ultimately prove to be a misstep. Notably, it&#39;s not just the money Microsoft has (or has not) previously generated in the ad-network space that matters, it&#39;s also the relationships associated with that revenue. It&#39;s almost inevitable that the larger the ad network, the more connections it has with marketers.</p><p>For Netflix -- a company that&#39;s literally creating a whole new pricing tier subsidized by advertisers -- access to the biggest available pool of marketers will be important. That need will be even greater when you consider the user experience -- subscribers will quickly become irritated if they&#39;re shown the same carousel of ads over and again while binging <i>Stranger Thing</i>s. Does Microsoft have a deep-enough pool of connections to really satisfy Netflix&#39;s needs?</p><p>As things stand, many details of Netflix&#39;s ad-supported plan are still vague, so it&#39;s possible a lot of these concerns may be addressed in the company&#39;s upcoming Q2 earnings call. Investors should see what Netflix says about how its ad-based tier will operate, as well as any details about how long they&#39;re tied to Microsoft. After all, if the streamer wants &#34;flexibility,&#34; part of that idea might be eventually moving to an ad network that has more stature in the advertising industry.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is the New Netflix-Microsoft Partnership a Massive Mistake?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs the New Netflix-Microsoft Partnership a Massive Mistake?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-17 09:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/16/is-the-new-netflix-microsoft-partnership-a-mistake/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (MSFT 1.04%) has signed a deal with Netflix (NFLX 8.20%) to provide the technology and sales expertise that will underpin the streamer's upcoming ad-supported tier. For Netflix, working with...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/16/is-the-new-netflix-microsoft-partnership-a-mistake/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4097":"系统软件","BK4581":"高盛持仓","BK4504":"桥水持仓","NFLX":"奈飞","BK4548":"巴美列捷福持仓","BK4017":"黄金","QNETCN":"纳斯达克中美互联网老虎指数","BK4516":"特朗普概念","BK4528":"SaaS概念","MSFT":"微软","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4570":"地缘局势概念股","BK4567":"ESG概念","BK4108":"电影和娱乐","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4577":"网络游戏","NGD":"New Gold","BK4527":"明星科技股","BK4538":"云计算","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓"},"source_url":"https://www.fool.com/investing/2022/07/16/is-the-new-netflix-microsoft-partnership-a-mistake/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2251841965","content_text":"Microsoft (MSFT 1.04%) has signed a deal with Netflix (NFLX 8.20%) to provide the technology and sales expertise that will underpin the streamer's upcoming ad-supported tier. For Netflix, working with one of the biggest tech firms in the world on one of its most important projects in recent years is somewhat of a boon. And for Microsoft, overseeing the nascent ad product for the most popular streaming service on the planet only serves to boost its suite of marketing services.Still, for both companies, the risks of failure can't be overstated. Netflix has positioned a lower-cost ad-supported offering as a strategy to combat falling subscriber numbers. Meanwhile, Microsoft no longer operates a streaming platform upon which to sell video ads (R.I.P. Mixer). Fundamentally, this is an enormous opportunity for the two companies, but there's a chance they both might have bitten off more than they can chew.Image source: Getty Images.Why not Google or Meta?When talking about advertising in the internet age, Alphabet's Google and Meta are always part of the conversation. Google generated almost $210 billion from ads last year, while Meta pulled in close to $115 billion. By contrast, Microsoft drew just $10 billion in ad revenue in 2021.Of course, Microsoft has never presented itself as an advertising-driven operation -- it's always been a software and services business. Conversely, Google and Meta built their fortunes by creating successful ad platforms, and their successes have been borne out by the fact that marketers want to use their tools.Needless to say, as video has become a major part of the modern web experience, Google and Meta have been there to exploit the advertising opportunities: Google's YouTube serves 1 billion hours of content each day, while Meta's Instagram Reels can reach as many as 675.3 million users each month. With those achievements in mind, why didn't Netflix choose to partner with Google or Meta?The need for controlNeither Microsoft nor Netflix have provided specifics about the tie-up, so it's unwise to speculate whether there were any financial incentives or other favorable terms that helped seal the deal. However, in Netflix's press release discussing the arrangement, there may be a clue: Netflix wants control.\"Microsoft has the proven ability to support all our advertising needs as we work together to build a new ad-supported offering,\" Netflix stated. \"More importantly, Microsoft offered the flexibility to innovate over time on both the technology and sales side, as well as strong privacy protections for our members.\"Reading between the lines, Netflix seems to suggest it doesn't yet know how advertising will work on its platform -- if at all. By working with the seventh-most-popular global ad network, it will almost certainly have more say over the frequency and quality of the ads it offers. It's also possible Microsoft could give them more performance insight than they might get from bigger players. Plus, privacy protections are a bonus because Google and Meta both have muddy histories on that front.Are the trade-offs worth it?Despite all the reasons for Netflix opting to work with Microsoft, there are a host of reasons it could ultimately prove to be a misstep. Notably, it's not just the money Microsoft has (or has not) previously generated in the ad-network space that matters, it's also the relationships associated with that revenue. It's almost inevitable that the larger the ad network, the more connections it has with marketers.For Netflix -- a company that's literally creating a whole new pricing tier subsidized by advertisers -- access to the biggest available pool of marketers will be important. That need will be even greater when you consider the user experience -- subscribers will quickly become irritated if they're shown the same carousel of ads over and again while binging Stranger Things. Does Microsoft have a deep-enough pool of connections to really satisfy Netflix's needs?As things stand, many details of Netflix's ad-supported plan are still vague, so it's possible a lot of these concerns may be addressed in the company's upcoming Q2 earnings call. Investors should see what Netflix says about how its ad-based tier will operate, as well as any details about how long they're tied to Microsoft. After all, if the streamer wants \"flexibility,\" part of that idea might be eventually moving to an ad network that has more stature in the advertising industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050940135,"gmtCreate":1654128529027,"gmtModify":1676535398522,"author":{"id":"3577084956936337","authorId":"3577084956936337","name":"keegs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Waiting game&nbsp;","listText":"Waiting game&nbsp;","text":"Waiting game","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050940135","repostId":"2240447767","repostType":4,"repost":{"id":"2240447767","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":1654125021,"share":"https://www.laohu8.com/m/news/2240447767?lang=&edition=full","pubTime":"2022-06-02 07:10","market":"us","language":"en","title":"US STOCKS-Wall Street Ends Lower As Economic Data Fails to Ease Rate Hike Angst","url":"https://stock-news.laohu8.com/highlight/detail?id=2240447767","media":"Reuters","summary":"Wall Street closed lower on Wednesday as investors bet that the latest economic data would do nothin","content":"<html><head></head><body><p>Wall Street closed lower on Wednesday as investors bet that the latest economic data would do nothing to push the Federal Reserve off track from its aggressive interest rate hiking cycle aimed at taming run-away inflation.</p><p>Data showed that while U.S. job openings fell in April, they remained at high levels, suggesting continued wage contributing to uncomfortably high inflation as companies scramble for workers. Also U.S. manufacturing activity picked up pace faster than expected in May as demand for goods remained strong, easing concerns about an imminent recession.</p><p>Along with the data, investors were also monitoring public comments from several Fed officials on Wednesday. And a Fed report showed the economy in most U.S. regions expanding at a modest or moderate pace from April through late May with signs the Fed&#39;s efforts to cool demand were being felt.</p><p>But strategists said they expect the market to trade roughly sideways until inflation slows to the extent that investors could realistically bet on a pause in rate hikes.</p><p>&#34;Unless and until we get the sustained move lower in inflation, we can&#39;t put that notion of a pause on the table,&#34; said Mona Mahajan, senior investment strategist at Edward Jones, who will closely monitor the May jobs report due out Friday and inflation readings due next week.</p><p>Investors have been watching economic data closely for clues as to what it might mean for interest rates.</p><p>&#34;There wasn&#39;t any information to be found in today&#39;s releases that&#39;s likely to lead the Federal Reserve to become any less aggressive or to tone down its hawkishness in its rate hike campaign,&#34; said Mark Luschini, chief investment strategist, Janney Montgomery Scott.</p><p>Also on Wednesday, San Francisco Fed President Mary Daly said she sees half-point interest rate hikes in the next couple of meetings as the central bank battles high inflation, lifting rates to 2.5% as quickly as possible. This was in line with comments from Fed Governor Christopher Waller on Monday.</p><p>Jamie Dimon, chief executive of JPMorgan Chase &amp; Co</p><p>, described the challenges facing the U.S. economy akin to an &#34;hurricane&#34; down the road and urged the Fed to take forceful measures to avoid tipping the world&#39;s biggest economy into a recession.</p><p>According to preliminary data, the S&amp;P 500 lost 31.06 points, or 0.75%, to end at 4,101.09 points, while the Nasdaq Composite lost 88.36 points, or 0.73%, to 11,993.03. The Dow Jones Industrial Average fell 179.00 points, or 0.54%, to 32,811.12.</p><p>Uncertainty about the Fed&#39;s policy move, the war in Ukraine, prolonged supply chain snarls due to COVID-19 lockdowns in China and higher Treasury yields have rocked stock markets, with the benchmark S&amp;P 500 index falling roughly 13% year-to-date.</p><p>Stocks may trade sideways until the market has more clarity on inflation, the consumer&#39;s ability to keep absorbing higher prices and resulting Fed actions, said Luschini at Janney Montgomery Scott.</p><p>&#34;There&#39;s nothing imminent, that seems likely to catalyze shedding all the worries that have driven the market down to the levels that we&#39;re at right now,&#34; he said.</p><p>The benchmark U.S. 10-year Treasury yield had climbed to 2.92%, its highest in two weeks.</p><p>Late in the session <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> tumbled sharply after Chief Operating Officer Sheryl Sandberg said in a Facebook post that she would be leaving the company.</p><p><a href=\"https://laohu8.com/S/CRM\">Salesforce</a>    jumped after the enterprise software firm raised its full-year adjusted profit outlook and said it did not see any material impact from the uncertain broader economic environment.</p><p><a href=\"https://laohu8.com/S/VCCTF\">Victoria</a>&#39;s Secret climbed after the lingerie brand topped first-quarter profit estimates as costs fell.</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>US STOCKS-Wall Street Ends Lower As Economic Data Fails to Ease Rate Hike Angst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Ends Lower As Economic Data Fails to Ease Rate Hike Angst\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-06-02 07:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street closed lower on Wednesday as investors bet that the latest economic data would do nothing to push the Federal Reserve off track from its aggressive interest rate hiking cycle aimed at taming run-away inflation.</p><p>Data showed that while U.S. job openings fell in April, they remained at high levels, suggesting continued wage contributing to uncomfortably high inflation as companies scramble for workers. Also U.S. manufacturing activity picked up pace faster than expected in May as demand for goods remained strong, easing concerns about an imminent recession.</p><p>Along with the data, investors were also monitoring public comments from several Fed officials on Wednesday. And a Fed report showed the economy in most U.S. regions expanding at a modest or moderate pace from April through late May with signs the Fed&#39;s efforts to cool demand were being felt.</p><p>But strategists said they expect the market to trade roughly sideways until inflation slows to the extent that investors could realistically bet on a pause in rate hikes.</p><p>&#34;Unless and until we get the sustained move lower in inflation, we can&#39;t put that notion of a pause on the table,&#34; said Mona Mahajan, senior investment strategist at Edward Jones, who will closely monitor the May jobs report due out Friday and inflation readings due next week.</p><p>Investors have been watching economic data closely for clues as to what it might mean for interest rates.</p><p>&#34;There wasn&#39;t any information to be found in today&#39;s releases that&#39;s likely to lead the Federal Reserve to become any less aggressive or to tone down its hawkishness in its rate hike campaign,&#34; said Mark Luschini, chief investment strategist, Janney Montgomery Scott.</p><p>Also on Wednesday, San Francisco Fed President Mary Daly said she sees half-point interest rate hikes in the next couple of meetings as the central bank battles high inflation, lifting rates to 2.5% as quickly as possible. This was in line with comments from Fed Governor Christopher Waller on Monday.</p><p>Jamie Dimon, chief executive of JPMorgan Chase &amp; Co</p><p>, described the challenges facing the U.S. economy akin to an &#34;hurricane&#34; down the road and urged the Fed to take forceful measures to avoid tipping the world&#39;s biggest economy into a recession.</p><p>According to preliminary data, the S&amp;P 500 lost 31.06 points, or 0.75%, to end at 4,101.09 points, while the Nasdaq Composite lost 88.36 points, or 0.73%, to 11,993.03. The Dow Jones Industrial Average fell 179.00 points, or 0.54%, to 32,811.12.</p><p>Uncertainty about the Fed&#39;s policy move, the war in Ukraine, prolonged supply chain snarls due to COVID-19 lockdowns in China and higher Treasury yields have rocked stock markets, with the benchmark S&amp;P 500 index falling roughly 13% year-to-date.</p><p>Stocks may trade sideways until the market has more clarity on inflation, the consumer&#39;s ability to keep absorbing higher prices and resulting Fed actions, said Luschini at Janney Montgomery Scott.</p><p>&#34;There&#39;s nothing imminent, that seems likely to catalyze shedding all the worries that have driven the market down to the levels that we&#39;re at right now,&#34; he said.</p><p>The benchmark U.S. 10-year Treasury yield had climbed to 2.92%, its highest in two weeks.</p><p>Late in the session <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> tumbled sharply after Chief Operating Officer Sheryl Sandberg said in a Facebook post that she would be leaving the company.</p><p><a href=\"https://laohu8.com/S/CRM\">Salesforce</a>    jumped after the enterprise software firm raised its full-year adjusted profit outlook and said it did not see any material impact from the uncertain broader economic environment.</p><p><a href=\"https://laohu8.com/S/VCCTF\">Victoria</a>&#39;s Secret climbed after the lingerie brand topped first-quarter profit estimates as costs fell.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2240447767","content_text":"Wall Street closed lower on Wednesday as investors bet that the latest economic data would do nothing to push the Federal Reserve off track from its aggressive interest rate hiking cycle aimed at taming run-away inflation.Data showed that while U.S. job openings fell in April, they remained at high levels, suggesting continued wage contributing to uncomfortably high inflation as companies scramble for workers. Also U.S. manufacturing activity picked up pace faster than expected in May as demand for goods remained strong, easing concerns about an imminent recession.Along with the data, investors were also monitoring public comments from several Fed officials on Wednesday. And a Fed report showed the economy in most U.S. regions expanding at a modest or moderate pace from April through late May with signs the Fed's efforts to cool demand were being felt.But strategists said they expect the market to trade roughly sideways until inflation slows to the extent that investors could realistically bet on a pause in rate hikes.\"Unless and until we get the sustained move lower in inflation, we can't put that notion of a pause on the table,\" said Mona Mahajan, senior investment strategist at Edward Jones, who will closely monitor the May jobs report due out Friday and inflation readings due next week.Investors have been watching economic data closely for clues as to what it might mean for interest rates.\"There wasn't any information to be found in today's releases that's likely to lead the Federal Reserve to become any less aggressive or to tone down its hawkishness in its rate hike campaign,\" said Mark Luschini, chief investment strategist, Janney Montgomery Scott.Also on Wednesday, San Francisco Fed President Mary Daly said she sees half-point interest rate hikes in the next couple of meetings as the central bank battles high inflation, lifting rates to 2.5% as quickly as possible. This was in line with comments from Fed Governor Christopher Waller on Monday.Jamie Dimon, chief executive of JPMorgan Chase & Co, described the challenges facing the U.S. economy akin to an \"hurricane\" down the road and urged the Fed to take forceful measures to avoid tipping the world's biggest economy into a recession.According to preliminary data, the S&P 500 lost 31.06 points, or 0.75%, to end at 4,101.09 points, while the Nasdaq Composite lost 88.36 points, or 0.73%, to 11,993.03. The Dow Jones Industrial Average fell 179.00 points, or 0.54%, to 32,811.12.Uncertainty about the Fed's policy move, the war in Ukraine, prolonged supply chain snarls due to COVID-19 lockdowns in China and higher Treasury yields have rocked stock markets, with the benchmark S&P 500 index falling roughly 13% year-to-date.Stocks may trade sideways until the market has more clarity on inflation, the consumer's ability to keep absorbing higher prices and resulting Fed actions, said Luschini at Janney Montgomery Scott.\"There's nothing imminent, that seems likely to catalyze shedding all the worries that have driven the market down to the levels that we're at right now,\" he said.The benchmark U.S. 10-year Treasury yield had climbed to 2.92%, its highest in two weeks.Late in the session Meta Platforms tumbled sharply after Chief Operating Officer Sheryl Sandberg said in a Facebook post that she would be leaving the company.Salesforce    jumped after the enterprise software firm raised its full-year adjusted profit outlook and said it did not see any material impact from the uncertain broader economic environment.Victoria's Secret climbed after the lingerie brand topped first-quarter profit estimates as costs fell.","news_type":1},"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034599478,"gmtCreate":1647914104055,"gmtModify":1676534279265,"author":{"id":"3577084956936337","authorId":"3577084956936337","name":"keegs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Vroom vroom","listText":"Vroom vroom","text":"Vroom vroom","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034599478","repostId":"1128813590","repostType":4,"repost":{"id":"1128813590","pubTimestamp":1647914029,"share":"https://www.laohu8.com/m/news/1128813590?lang=&edition=full","pubTime":"2022-03-22 09:53","market":"us","language":"en","title":"TSLA Stock Alert: 8 Things to Know About the Giga Berlin Opening","url":"https://stock-news.laohu8.com/highlight/detail?id=1128813590","media":"InvestorPlace","summary":"TSLA stock is up as the Berlin Gigafactory prepares to open its doors","content":"<html><head></head><body><p>It has been a busy year so far for <b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) and TSLA stock. In 2022, the electric vehicle (EV) innovator is working to conquer Europe. With demand booming across the continent, Tesla has been establishing itself as an EV leader in markets outside China and the United States.</p><p>March began with some excellent news on that front. Specifically, Tesla announced it had received approval to begin production at its Berlin Gigafactory. TSLA stock rose on the news. Now, it’s up again today as the company prepares for the factory’s first Model Y delivery event.</p><p>Tomorrow is the big day for Tesla and the world is watching keenly. This morning brought reports that Elon Musk was heading to Berlin for the grand opening in his private jet. Yesterday, the factory also tweeted it was preparing for the opening and delivery day. That has investors watching TSLA stock’s progress closely as the important day draws near.</p><p>Let’s take a closer look at what the Berlin Gigafactory opening means for TSLA stock.</p><p><b>What to Know About TSLA Stock and the Berlin Opening</b></p><ol><li>Located in the German state of Brandenburg, the Berlin Gigafactory is Tesla’s first Europe-based manufacturing facility. The company describes it as its “most advanced, sustainable and efficient facility yet.”</li><li>The company initially planned the Berlin factory opening for the summer of 2021. This was delayed by environmental challenges that barred it from receiving a commercial operation permit.</li><li>Early reports indicated that the factory’s official opening would take place on March 22. Although some critics expressed skepticism, the company has kept this promise.</li><li>The event is expected to play host to some 500 guests, “including German chancellor Olaf Scholz.”</li><li>The opening will allow Tesla to begin producing and delivering cars on European soil. Until now, most European deliveries were manufactured in Shanghai. The new factory makes for an export strategy with better long-term prospects.</li><li>Notably, the Berlin Gigafactory is host to “Giga Press” machines, giant casting machines designed to reduce vehicle assembly costs and streamline production.</li><li>In addition to the EV production facility, the Berlin Gigafactory also includes an adjacent battery production plant.</li><li>Some report the gigafactory opening will mark “largest industrial development in Eastern Germany since reunification.” Sources indicate it will bring as many as 12,000 new jobs to the area.</li></ol></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSLA Stock Alert: 8 Things to Know About the Giga Berlin Opening</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\">\nTSLA Stock Alert: 8 Things to Know About the Giga Berlin Opening\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-22 09:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/tsla-stock-alert-8-things-to-know-about-the-giga-berlin-opening/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It has been a busy year so far for Tesla(NASDAQ:TSLA) and TSLA stock. In 2022, the electric vehicle (EV) innovator is working to conquer Europe. With demand booming across the continent, Tesla has ...</p>\n\n<a href=\"https://investorplace.com/2022/03/tsla-stock-alert-8-things-to-know-about-the-giga-berlin-opening/\">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://investorplace.com/2022/03/tsla-stock-alert-8-things-to-know-about-the-giga-berlin-opening/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128813590","content_text":"It has been a busy year so far for Tesla(NASDAQ:TSLA) and TSLA stock. In 2022, the electric vehicle (EV) innovator is working to conquer Europe. With demand booming across the continent, Tesla has been establishing itself as an EV leader in markets outside China and the United States.March began with some excellent news on that front. Specifically, Tesla announced it had received approval to begin production at its Berlin Gigafactory. TSLA stock rose on the news. Now, it’s up again today as the company prepares for the factory’s first Model Y delivery event.Tomorrow is the big day for Tesla and the world is watching keenly. This morning brought reports that Elon Musk was heading to Berlin for the grand opening in his private jet. Yesterday, the factory also tweeted it was preparing for the opening and delivery day. That has investors watching TSLA stock’s progress closely as the important day draws near.Let’s take a closer look at what the Berlin Gigafactory opening means for TSLA stock.What to Know About TSLA Stock and the Berlin OpeningLocated in the German state of Brandenburg, the Berlin Gigafactory is Tesla’s first Europe-based manufacturing facility. The company describes it as its “most advanced, sustainable and efficient facility yet.”The company initially planned the Berlin factory opening for the summer of 2021. This was delayed by environmental challenges that barred it from receiving a commercial operation permit.Early reports indicated that the factory’s official opening would take place on March 22. Although some critics expressed skepticism, the company has kept this promise.The event is expected to play host to some 500 guests, “including German chancellor Olaf Scholz.”The opening will allow Tesla to begin producing and delivering cars on European soil. Until now, most European deliveries were manufactured in Shanghai. The new factory makes for an export strategy with better long-term prospects.Notably, the Berlin Gigafactory is host to “Giga Press” machines, giant casting machines designed to reduce vehicle assembly costs and streamline production.In addition to the EV production facility, the Berlin Gigafactory also includes an adjacent battery production plant.Some report the gigafactory opening will mark “largest industrial development in Eastern Germany since reunification.” Sources indicate it will bring as many as 12,000 new jobs to the area.","news_type":1},"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096640954,"gmtCreate":1644380250015,"gmtModify":1676533919548,"author":{"id":"3577084956936337","authorId":"3577084956936337","name":"keegs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Let's go PLTR","listText":"Let's go PLTR","text":"Let's go PLTR","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096640954","repostId":"1148039551","repostType":4,"repost":{"id":"1148039551","pubTimestamp":1644377758,"share":"https://www.laohu8.com/m/news/1148039551?lang=&edition=full","pubTime":"2022-02-09 11:35","market":"us","language":"en","title":"3 Reasons Why We Believe Palantir Stock Will Rebound","url":"https://stock-news.laohu8.com/highlight/detail?id=1148039551","media":"Seeking Alpha","summary":"SummaryPalantir, since its debut in 2020, has attracted the attention of many investors - both bulls","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir, since its debut in 2020, has attracted the attention of many investors - both bulls and bears.</li><li>The market performance of the company, however, has not lived up to expectations due to several negative developments.</li><li>We believe growth investors should consider Palantir at this attractive entry point because of three main reasons.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/adc13a4a2dd245fa8a6e989ea1b29263\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><i>This article was written by Nirasha Senanayake, CFA in collaboration with Dilantha De Silva.</i></p><p>Palantir Technologies, Inc. (PLTR), a big data and analytics company, can be best defined by its use cases such as capturing terrorists as well as building mission-critical customized solutions for the public and private sectors, and its stock has been having a rollercoaster ride over the past year. Following its IPO in September 2020 at a price of $10 per share, the stock reached a high of over $39 in February 2021, only to shed most of these gains over the last 12 months. In what was a remarkable year for all major U.S. market indexes, Palantir stock struggled in 2021 and is down more than 28% this year as well. This lackluster market performance prompted us to initiate coverage of Palantir to determine whether Mr. Market is missing something.</p><p>Palantir’s complex business structure together with the stock price action as a meme stock attracted the attention of many retail investors in its early days as a public company. While the company has been portraying impressive revenue growth as well as introducing many initiatives to promote future growth, we believe a few negative developments are overshadowing the fundamentals and the potential of the company.</p><p>On that note, we believe now is a good time to invest in Palantir stock, and our investment thesis is based on three reasons.</p><ol><li>High-value public and private sector opportunities.</li><li>The changing shareholder composition.</li><li>The attractive price point to initiate an investment in the company.</li></ol><p>We will briefly discuss these three reasons below.</p><p><b>The opportunity</b></p><p>The first reason is the opportunity that prevails in the current market for the services provided by the company. Palantir’s software integrates organizations’ data from diverse sources and allows users to run analytics, identify trends, and make informed decisions using Artificial Intelligence. The two main platforms used by Palantir are Foundry and Gotham. Gotham is mostly used for government applications, whereas Foundry is for the private sector that allows businesses to interpret information feeds. The global big data market is expected to grow from $138.9 billion in 2020 to $229.4 billion by 2025, at a compounded annual growth rate of 10.6%. The major growth factors of the big data market include the increasing awareness of the Internet of Things (IoT) devices among organizations, increasing availability of data across organizations to gain deeper insights to remain competitive, and increasing government investments in various regions for enhancing digital technologies. This is a fast-growing market, as evident by these projections, and we believe Palantir is well-positioned to make the most of this favorable macroeconomic outlook.</p><p><b>Exhibit 1: The global big data market</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84945b1b0bdbc59a77953a19abde0e7c\" tg-width=\"640\" tg-height=\"408\" width=\"100%\" height=\"auto\"/><span>Source: Markets and Markets</span></p><p>Looking at the recent deals secured by Palantir with Dewpoint Therapeutics and Hyundai Heavy Industries, there seems to be strong commercial potential for Palantir’s technologies. On the government front, off-the-shelf software solutions are given preference over bespoke solutions given the high costs involved in developing bespoke solutions. Gartner, in its worldwide government IT spending report released in February 2021, highlighted that spending will reach $483 billion in 2021, an increase of 5.1% from 2020. The software segment was expected to have the highest growth (9.2%) compared to 2020, which confirms the strong momentum behind government software spending.</p><p><b>Exhibit 2: Government IT spending forecast by segment</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/072e5cf87b7c79b701358cad558d92d5\" tg-width=\"640\" tg-height=\"353\" width=\"100%\" height=\"auto\"/><span>Source: Gartner</span></p><p>Second, the changing shareholder composition. The strong revenue growth portrayed by the company in the recent past did not receive due recognition in the market, in our opinion. The third quarter of 2021 is widely seen as a disappointing quarter for Palantir despite the company reporting year-over-year revenue growth of 35.5%, and this is mainly because of the decelerating growth of the government sector revenue. Palantir reported 34% YoY growth in the governmental segment revenue compared to 66% in the previous quarter, and this deceleration of growth did not impress the market. The commercial segment, excluding related party revenue, grew 23% YoY, and we believe this segment holds the key to the expected success of the company. Even though Q3 2021 revenue growth decelerated, Palantir continues to grow its topline every quarter, and given the favorable industry outlook as well as market opportunities, we believe the management guidance for 30%+ annual growth through 2025 is easily attainable. After looking at the recent price action in the market, we conclude that the market has always been pricing in higher revenue growth for Palantir in each of the last few quarters, and the otherwise impressive financial performance was overshadowed by these unrealistic growth expectations. Now that the hype is finally fading, we believe Palantir will attract the attention of investors who are in it for the long run, which in return could lead to reduced volatility in the stock while creating a platform for Palantir stock to drive on improving fundamentals.</p><p><b>Exhibit 3: Palantir institutional ownership</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a55021b056f006a1f192ff8fda5f8404\" tg-width=\"640\" tg-height=\"327\" width=\"100%\" height=\"auto\"/><span>Source: Fintel</span></p><p>Third, the improving margin of safety resulting from the comparatively cheaper valuation. Although the company is making losses, the business is generating positive free cash flow with $320 million in FCF reported for the first three quarters of 2021, a massive year-over-year improvement from a loss of $285 million in the prior-year period. Palantir is currently trading at a P/S multiple of close to 17, which certainly does not make it the most cheaply valued tech company today, but in comparison to Snowflake, Inc. (SNOW) which is valued at a P/S multiple of more than 80, we believe Palantir’s expected growth justifies the current valuation. In any case, the company is more cheaply valued than it used to be just a few months ago – yes, it can get cheaper – and we strongly believe tech companies with competitive advantages will continue to be valued at better-than-average valuation multiples in the long run.</p><p><b>Two risks to monitor</b></p><p>The main red flag we see in Palantir is its excessive stock-based compensation. For a company that has been making losses every quarter and is only reporting profits on an adjusted basis, we feel the company is making life difficult for itself with this compensation structure as it negatively impacts the numbers reported by the company.</p><p>Second, we are keeping an eye on Palantir’s concentrated customer base. Already, the intense sensitivity of Palantir’s projects has resulted in investors being unable to forecast and assess the performance of Palantir’s software and its future operational performance. Palantir has only 203 customers in total, of which the top 20 customers account for over 50% of its revenue. This concentrated customer base makes it difficult to project future revenue and also poses a threat to the continued success of the company. Palantir, however, is adding new customers every quarter, and we will monitor these numbers closely to assess whether the company is on the right track to building a diversified pool of customers.</p><p><b>Takeaway</b></p><p>The road to recovery for Palantir is going to be a bumpy ride and investors will have to accept some volatility in the short run. With several government deals in the cards and the commercial segment gaining traction, we believe Palantir is on the cusp of entering a growth phase that would push the company into profitability. Palantir has not been this cheap for quite some time, and as growth investors, we are intrigued by what we are seeing today.</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>3 Reasons Why We Believe Palantir Stock Will Rebound</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 Reasons Why We Believe Palantir Stock Will Rebound\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-09 11:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4485111-palantir-pltr-stock-rebound-reasons><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir, since its debut in 2020, has attracted the attention of many investors - both bulls and bears.The market performance of the company, however, has not lived up to expectations due to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4485111-palantir-pltr-stock-rebound-reasons\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4485111-palantir-pltr-stock-rebound-reasons","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148039551","content_text":"SummaryPalantir, since its debut in 2020, has attracted the attention of many investors - both bulls and bears.The market performance of the company, however, has not lived up to expectations due to several negative developments.We believe growth investors should consider Palantir at this attractive entry point because of three main reasons.Michael Vi/iStock Editorial via Getty ImagesThis article was written by Nirasha Senanayake, CFA in collaboration with Dilantha De Silva.Palantir Technologies, Inc. (PLTR), a big data and analytics company, can be best defined by its use cases such as capturing terrorists as well as building mission-critical customized solutions for the public and private sectors, and its stock has been having a rollercoaster ride over the past year. Following its IPO in September 2020 at a price of $10 per share, the stock reached a high of over $39 in February 2021, only to shed most of these gains over the last 12 months. In what was a remarkable year for all major U.S. market indexes, Palantir stock struggled in 2021 and is down more than 28% this year as well. This lackluster market performance prompted us to initiate coverage of Palantir to determine whether Mr. Market is missing something.Palantir’s complex business structure together with the stock price action as a meme stock attracted the attention of many retail investors in its early days as a public company. While the company has been portraying impressive revenue growth as well as introducing many initiatives to promote future growth, we believe a few negative developments are overshadowing the fundamentals and the potential of the company.On that note, we believe now is a good time to invest in Palantir stock, and our investment thesis is based on three reasons.High-value public and private sector opportunities.The changing shareholder composition.The attractive price point to initiate an investment in the company.We will briefly discuss these three reasons below.The opportunityThe first reason is the opportunity that prevails in the current market for the services provided by the company. Palantir’s software integrates organizations’ data from diverse sources and allows users to run analytics, identify trends, and make informed decisions using Artificial Intelligence. The two main platforms used by Palantir are Foundry and Gotham. Gotham is mostly used for government applications, whereas Foundry is for the private sector that allows businesses to interpret information feeds. The global big data market is expected to grow from $138.9 billion in 2020 to $229.4 billion by 2025, at a compounded annual growth rate of 10.6%. The major growth factors of the big data market include the increasing awareness of the Internet of Things (IoT) devices among organizations, increasing availability of data across organizations to gain deeper insights to remain competitive, and increasing government investments in various regions for enhancing digital technologies. This is a fast-growing market, as evident by these projections, and we believe Palantir is well-positioned to make the most of this favorable macroeconomic outlook.Exhibit 1: The global big data marketSource: Markets and MarketsLooking at the recent deals secured by Palantir with Dewpoint Therapeutics and Hyundai Heavy Industries, there seems to be strong commercial potential for Palantir’s technologies. On the government front, off-the-shelf software solutions are given preference over bespoke solutions given the high costs involved in developing bespoke solutions. Gartner, in its worldwide government IT spending report released in February 2021, highlighted that spending will reach $483 billion in 2021, an increase of 5.1% from 2020. The software segment was expected to have the highest growth (9.2%) compared to 2020, which confirms the strong momentum behind government software spending.Exhibit 2: Government IT spending forecast by segmentSource: GartnerSecond, the changing shareholder composition. The strong revenue growth portrayed by the company in the recent past did not receive due recognition in the market, in our opinion. The third quarter of 2021 is widely seen as a disappointing quarter for Palantir despite the company reporting year-over-year revenue growth of 35.5%, and this is mainly because of the decelerating growth of the government sector revenue. Palantir reported 34% YoY growth in the governmental segment revenue compared to 66% in the previous quarter, and this deceleration of growth did not impress the market. The commercial segment, excluding related party revenue, grew 23% YoY, and we believe this segment holds the key to the expected success of the company. Even though Q3 2021 revenue growth decelerated, Palantir continues to grow its topline every quarter, and given the favorable industry outlook as well as market opportunities, we believe the management guidance for 30%+ annual growth through 2025 is easily attainable. After looking at the recent price action in the market, we conclude that the market has always been pricing in higher revenue growth for Palantir in each of the last few quarters, and the otherwise impressive financial performance was overshadowed by these unrealistic growth expectations. Now that the hype is finally fading, we believe Palantir will attract the attention of investors who are in it for the long run, which in return could lead to reduced volatility in the stock while creating a platform for Palantir stock to drive on improving fundamentals.Exhibit 3: Palantir institutional ownershipSource: FintelThird, the improving margin of safety resulting from the comparatively cheaper valuation. Although the company is making losses, the business is generating positive free cash flow with $320 million in FCF reported for the first three quarters of 2021, a massive year-over-year improvement from a loss of $285 million in the prior-year period. Palantir is currently trading at a P/S multiple of close to 17, which certainly does not make it the most cheaply valued tech company today, but in comparison to Snowflake, Inc. (SNOW) which is valued at a P/S multiple of more than 80, we believe Palantir’s expected growth justifies the current valuation. In any case, the company is more cheaply valued than it used to be just a few months ago – yes, it can get cheaper – and we strongly believe tech companies with competitive advantages will continue to be valued at better-than-average valuation multiples in the long run.Two risks to monitorThe main red flag we see in Palantir is its excessive stock-based compensation. For a company that has been making losses every quarter and is only reporting profits on an adjusted basis, we feel the company is making life difficult for itself with this compensation structure as it negatively impacts the numbers reported by the company.Second, we are keeping an eye on Palantir’s concentrated customer base. Already, the intense sensitivity of Palantir’s projects has resulted in investors being unable to forecast and assess the performance of Palantir’s software and its future operational performance. Palantir has only 203 customers in total, of which the top 20 customers account for over 50% of its revenue. This concentrated customer base makes it difficult to project future revenue and also poses a threat to the continued success of the company. Palantir, however, is adding new customers every quarter, and we will monitor these numbers closely to assess whether the company is on the right track to building a diversified pool of customers.TakeawayThe road to recovery for Palantir is going to be a bumpy ride and investors will have to accept some volatility in the short run. With several government deals in the cards and the commercial segment gaining traction, we believe Palantir is on the cusp of entering a growth phase that would push the company into profitability. Palantir has not been this cheap for quite some time, and as growth investors, we are intrigued by what we are seeing today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}