Longmanlee personal page - To The Moon

Longmanlee

Longmanlee

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04-17

Definitely will go below 5000,key support at 4800

04-05

Can I join 😁😁

03-09

Bubble goin to burst, is time to take profit

Nvidia Sheds $128 Billion in Market Cap, Its Largest on Record

03-05

$Apple(AAPL)$ Bearish, NVIDIA will goin to surpass apple market cap in between 90 to 180 days

02-29

Green green green

02-23

NVIDIA is king of wall street

Nvidia Makes Wall Street History As Stock Surge Adds $277 Billion in Market Cap

02-20

$NVIDIA Corp(NVDA)$

02-14

Last round of euphoria or bull trap yet occur and current sell off is just a normal 2 or 3% pullback before the market surge higher

02-12

AI mania

Can Nvidia Hit $1,000 in 2024? The Crazy Answer.

01-02

While everybody is greed but the insiders are fear... Good luck ya to all FOMO investor

Insider Sell: Coinbase Global Inc's Chief Legal Officer Paul Grewal Sells 15,000 Shares

01-02

Jokes of the week

S&P 500 Could Build On 2023's 24% Gain: Analyst Shares Key Data Supporting Continued Broader Market Performance

2023-12-31

Fimally

Hot Chinese ADRs Gained in Morning Trading, With RLX Technology Rising over 5%

2023-12-31

Dump it before get burn.... More and more negative headwinds floating out

Tesla: The 2024 Tsunami

2023-12-29

Gold will be more shine next year

The Blockbuster Year in Stocks No One Saw Coming

2023-11-25

Very obvious tesla demand is decreasing

Tesla Offers 6 Months Free Supercharging in Attempt to Boost Sales

2023-10-31

$Tesla Motors(TSLA)$ dont catch the falling knife

2023-10-31

Yes definitely... Get ride before it fly to the moon

Amazon Is Getting Inexpensive After This Pivotal Quarter

2023-10-18

$NVIDIA Corp(NVDA)$ opportunity......be greed when others are fear, thanks Mr Biden

2023-06-22

I don't think so

Tesla: Riding The Wave

2023-06-21

I like u Powell... Time to short again

Fed's Powell Says Higher Interest Rates Needed to Curb Inflation

Go to Tiger App to see more news

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😁😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/291955396092120","isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":282485007306848,"gmtCreate":1709994577743,"gmtModify":1709994581633,"author":{"id":"3577490230864593","authorId":"3577490230864593","name":"Longmanlee","avatar":"https://static.tigerbbs.com/666e2e5ae6ccc9d73e7d020e8b497df5","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"Bubble goin to burst, is time to take profit","listText":"Bubble goin to burst, is time to take profit","text":"Bubble goin to burst, is time to take 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the semiconductor maker fell 5.6% t","content":"<html><head></head><body><p>Nvidia shed $128 billion in market cap on Friday, the largest drop on record for the company.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dcfa9bd913385b8a8f0825b5f437a6c8\" title=\"Nvidia helped push the S&amp;P 500 to a new record close Thursday.\" tg-width=\"922\" tg-height=\"495\"/><span>Nvidia helped push the S&amp;P 500 to a new record close Thursday.</span></p><p style=\"text-align: start;\">Shares of the semiconductor maker fell 5.6% to $875.28 on Friday, erasing gains it had notched earlier in the session. It was the largest percentage decrease for shares since May 31, 2023, when they fell 5.7%. The drop comes a day after Nvidia helped push the S&amp;P 500 to a new closing high.</p><p>Friday’s performance snaps a six-day winning streak for Nvidia stock and pauses a spectacular run that has seen shares quadruple in value over the past 12 months.</p><p>Nvidia’s market value now stands at $2.188 trillion. The company ended Thursday at $2.317 trillion.</p><p>Wedbush Securities analyst Matthew Bryson, who rates Nvidia as a Buy, told <em>Barron’s</em> that Nvidia’s fall came as chip names dropped across the board. “It’s broader than Nvidia,” he said.</p><p>Broadcom managed to beat earnings expectations Thursday, but shares nevertheless fell after investors were disappointed with the outlook. Broadcom closed down 7%. The stock his up 17% this year.</p><p>Marvell Technology also presented a weaker-than-expected outlook on Thursday after fourth-quarter earnings matched Wall Street estimates. Marvell shares fell 11%.</p><p>Advanced Micro Devices declined 1.9%, while Intel dropped 4.7%.</p><p>Nvidia shares have risen 76% this year. That compares with a 7.4% jump in the S&amp;P 500 and an increase of 7.2% for the Nasdaq Composite.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Sheds $128 Billion in Market Cap, Its Largest on Record</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Sheds $128 Billion in Market Cap, Its Largest on Record\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\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\">2024-03-09 07:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia shed $128 billion in market cap on Friday, the largest drop on record for the company.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dcfa9bd913385b8a8f0825b5f437a6c8\" title=\"Nvidia helped push the S&amp;P 500 to a new record close Thursday.\" tg-width=\"922\" tg-height=\"495\"/><span>Nvidia helped push the S&amp;P 500 to a new record close Thursday.</span></p><p style=\"text-align: start;\">Shares of the semiconductor maker fell 5.6% to $875.28 on Friday, erasing gains it had notched earlier in the session. It was the largest percentage decrease for shares since May 31, 2023, when they fell 5.7%. The drop comes a day after Nvidia helped push the S&amp;P 500 to a new closing high.</p><p>Friday’s performance snaps a six-day winning streak for Nvidia stock and pauses a spectacular run that has seen shares quadruple in value over the past 12 months.</p><p>Nvidia’s market value now stands at $2.188 trillion. The company ended Thursday at $2.317 trillion.</p><p>Wedbush Securities analyst Matthew Bryson, who rates Nvidia as a Buy, told <em>Barron’s</em> that Nvidia’s fall came as chip names dropped across the board. “It’s broader than Nvidia,” he said.</p><p>Broadcom managed to beat earnings expectations Thursday, but shares nevertheless fell after investors were disappointed with the outlook. Broadcom closed down 7%. The stock his up 17% this year.</p><p>Marvell Technology also presented a weaker-than-expected outlook on Thursday after fourth-quarter earnings matched Wall Street estimates. Marvell shares fell 11%.</p><p>Advanced Micro Devices declined 1.9%, while Intel dropped 4.7%.</p><p>Nvidia shares have risen 76% this year. That compares with a 7.4% jump in the S&amp;P 500 and an increase of 7.2% for the Nasdaq Composite.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119243614","content_text":"Nvidia shed $128 billion in market cap on Friday, the largest drop on record for the company.Nvidia helped push the S&P 500 to a new record close Thursday.Shares of the semiconductor maker fell 5.6% to $875.28 on Friday, erasing gains it had notched earlier in the session. It was the largest percentage decrease for shares since May 31, 2023, when they fell 5.7%. The drop comes a day after Nvidia helped push the S&P 500 to a new closing high.Friday’s performance snaps a six-day winning streak for Nvidia stock and pauses a spectacular run that has seen shares quadruple in value over the past 12 months.Nvidia’s market value now stands at $2.188 trillion. The company ended Thursday at $2.317 trillion.Wedbush Securities analyst Matthew Bryson, who rates Nvidia as a Buy, told Barron’s that Nvidia’s fall came as chip names dropped across the board. “It’s broader than Nvidia,” he said.Broadcom managed to beat earnings expectations Thursday, but shares nevertheless fell after investors were disappointed with the outlook. Broadcom closed down 7%. The stock his up 17% this year.Marvell Technology also presented a weaker-than-expected outlook on Thursday after fourth-quarter earnings matched Wall Street estimates. Marvell shares fell 11%.Advanced Micro Devices declined 1.9%, while Intel dropped 4.7%.Nvidia shares have risen 76% this year. That compares with a 7.4% jump in the S&P 500 and an increase of 7.2% for the Nasdaq Composite.","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281055805657264,"gmtCreate":1709641688994,"gmtModify":1709641692995,"author":{"id":"3577490230864593","authorId":"3577490230864593","name":"Longmanlee","avatar":"https://static.tigerbbs.com/666e2e5ae6ccc9d73e7d020e8b497df5","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v>Bearish, NVIDIA will goin to surpass apple market cap in between 90 to 180 days","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v>Bearish, NVIDIA will goin to surpass apple market cap in between 90 to 180 days","text":"$Apple(AAPL)$ Bearish, NVIDIA will goin to surpass apple market cap in between 90 to 180 days","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281055805657264","isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":279323335844032,"gmtCreate":1709215635523,"gmtModify":1709215639588,"author":{"id":"3577490230864593","authorId":"3577490230864593","name":"Longmanlee","avatar":"https://static.tigerbbs.com/666e2e5ae6ccc9d73e7d020e8b497df5","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"Green green green","listText":"Green green green","text":"Green green green","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/279323335844032","isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276984241815568,"gmtCreate":1708649102083,"gmtModify":1708649106571,"author":{"id":"3577490230864593","authorId":"3577490230864593","name":"Longmanlee","avatar":"https://static.tigerbbs.com/666e2e5ae6ccc9d73e7d020e8b497df5","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"NVIDIA is king of wall street","listText":"NVIDIA is king of wall street","text":"NVIDIA is king of wall street","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276984241815568","repostId":"2413222726","repostType":2,"repost":{"id":"2413222726","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":1708644600,"share":"https://www.laohu8.com/m/news/2413222726?lang=&edition=full","pubTime":"2024-02-23 07:30","market":"us","language":"en","title":"Nvidia Makes Wall Street History As Stock Surge Adds $277 Billion in Market Cap","url":"https://stock-news.laohu8.com/highlight/detail?id=2413222726","media":"Dow Jones","summary":"Nvidia’s stock pops 16% to spur biggest one-day gain in market capitalization by any U.S. companyNvidia wowed Wall Street with its quarterly results and forward commentary Wednesday.It’s a testament t","content":"<html><head></head><body><p>Nvidia’s stock pops 16% to spur biggest one-day gain in market capitalization by any U.S. company</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8abe06d787548a9cb4c7bdb2feca65fd\" title=\"Nvidia wowed Wall Street with its quarterly results and forward commentary Wednesday.\" tg-width=\"922\" tg-height=\"610\"/><span>Nvidia wowed Wall Street with its quarterly results and forward commentary Wednesday.</span></p><p>It’s a testament to Nvidia Corp.’s blockbuster run over the past year that Wall Street is, in a way, looking past eye-popping metrics like a quintupling of data-center revenue in the latest quarter.</p><p style=\"text-align: start;\">Investors have become so accustomed to that sort of performance from Nvidia that they’ve increasingly been wondering how long the company can keep growing. But as Nvidia’s stock surged 16.4% Thursday, it appeared that Wall Street was satisfied with the company’s long-term message.</p><p>Nvidia’s Thursday stock rally added $277 billion to the company’s market value, making for the biggest one-day haul ever by any U.S. company, according to Dow Jones Market Data. Facebook parent Meta Platforms Inc. added $197 billion to its valuation on Feb. 2.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04f46cbe77bef5f3858f66d81c25de65\" title=\"\" tg-width=\"942\" tg-height=\"609\"/></p><p>Nvidia’s stock secured a new all-time high of $785.38. It also saw its best single-day percentage increase since its 24.4% rally from May 23, 2023.</p><p>In light of talk on Wall Street about growth sustainability, one comment from management stood out to Bernstein analyst Stacy Rasgon.</p><p>“[O]ver the longer term the company not only sees accelerated compute ramping through the current $1 trillion of installed data-center infrastructure but also sees that installed base doubling to $2 trillion over the next five years,” Rasgon wrote in a note to clients.</p><p>That expansion of the installed base “feels almost scary but if true would suggest absolutely mammoth growth potential still to come,” he continued.</p><p>In Rasgon’s view, Nvidia’s stock story “still feels like it has legs,” while the company’s opportunity in the data-center business “is enormous, and still early, with material upside still possible.”</p><p style=\"text-align: start;\">He rates the stock at outperform and lifted his price target to $1,000 from $700.</p><p style=\"text-align: start;\">Adjectives were flying around as analysts digested Nvidia’s report, with TD Cowen’s Matthew Ramsay calling out “seemingly insatiable demand for Nvidia-based AI solutions” that suggests a run rate upwards of $80 billion for Nvidia’s data-center business.</p><p style=\"text-align: start;\">“We continue to believe the industry is in the early innings of two transformational paradigm shifts toward accelerated computing and generative [artificial intelligence] — with Nvidia firmly positioned as the leader in both,” Ramsay wrote.</p><p style=\"text-align: start;\">He was encouraged by management’s commentary that about 40% of data-center revenue came in support of inference applications. Inference in AI is when models make predictions from data.</p><p style=\"text-align: start;\">“That nearly half of Nvidia’s data-center revenues support inference workloads is yet another proof point that [large-language-model] inference will be a major demand driver for Nvidia and others’ accelerators going forward,” he wrote.</p><p style=\"text-align: start;\">Ramsay has an outperform rating on Nvidia shares and boosted his target price to $900 from $700 late Wednesday.</p><p>Cantor Fitzgerald’s C.J. Muse cheered Nvidia’s “Goldilocks” messaging, saying the company’s guidance was “just right” and offered “plenty of room for upside to estimates throughout the year.”</p><p style=\"text-align: start;\">Nvidia’s expectation that demand will outstrip supply this calendar year implies the potential for sequential top-line growth for the duration of the period. Meanwhile, Muse noted that executives “suggested expected shortages for new products launching, including H200, Spectrum-X, and B100, giving confidence that growth will continue well into [calendar 2025].”</p><p style=\"text-align: start;\">Muse lifted his price target to $900 from $775 late Wednesday, with that new target “arguably conservative” and reflective of a 32-times multiple of his $28 estimate for adjusted earnings per share next calendar year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Makes Wall Street History As Stock Surge Adds $277 Billion in Market Cap</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Makes Wall Street History As Stock Surge Adds $277 Billion in Market Cap\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\">2024-02-23 07:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia’s stock pops 16% to spur biggest one-day gain in market capitalization by any U.S. company</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8abe06d787548a9cb4c7bdb2feca65fd\" title=\"Nvidia wowed Wall Street with its quarterly results and forward commentary Wednesday.\" tg-width=\"922\" tg-height=\"610\"/><span>Nvidia wowed Wall Street with its quarterly results and forward commentary Wednesday.</span></p><p>It’s a testament to Nvidia Corp.’s blockbuster run over the past year that Wall Street is, in a way, looking past eye-popping metrics like a quintupling of data-center revenue in the latest quarter.</p><p style=\"text-align: start;\">Investors have become so accustomed to that sort of performance from Nvidia that they’ve increasingly been wondering how long the company can keep growing. But as Nvidia’s stock surged 16.4% Thursday, it appeared that Wall Street was satisfied with the company’s long-term message.</p><p>Nvidia’s Thursday stock rally added $277 billion to the company’s market value, making for the biggest one-day haul ever by any U.S. company, according to Dow Jones Market Data. Facebook parent Meta Platforms Inc. added $197 billion to its valuation on Feb. 2.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04f46cbe77bef5f3858f66d81c25de65\" title=\"\" tg-width=\"942\" tg-height=\"609\"/></p><p>Nvidia’s stock secured a new all-time high of $785.38. It also saw its best single-day percentage increase since its 24.4% rally from May 23, 2023.</p><p>In light of talk on Wall Street about growth sustainability, one comment from management stood out to Bernstein analyst Stacy Rasgon.</p><p>“[O]ver the longer term the company not only sees accelerated compute ramping through the current $1 trillion of installed data-center infrastructure but also sees that installed base doubling to $2 trillion over the next five years,” Rasgon wrote in a note to clients.</p><p>That expansion of the installed base “feels almost scary but if true would suggest absolutely mammoth growth potential still to come,” he continued.</p><p>In Rasgon’s view, Nvidia’s stock story “still feels like it has legs,” while the company’s opportunity in the data-center business “is enormous, and still early, with material upside still possible.”</p><p style=\"text-align: start;\">He rates the stock at outperform and lifted his price target to $1,000 from $700.</p><p style=\"text-align: start;\">Adjectives were flying around as analysts digested Nvidia’s report, with TD Cowen’s Matthew Ramsay calling out “seemingly insatiable demand for Nvidia-based AI solutions” that suggests a run rate upwards of $80 billion for Nvidia’s data-center business.</p><p style=\"text-align: start;\">“We continue to believe the industry is in the early innings of two transformational paradigm shifts toward accelerated computing and generative [artificial intelligence] — with Nvidia firmly positioned as the leader in both,” Ramsay wrote.</p><p style=\"text-align: start;\">He was encouraged by management’s commentary that about 40% of data-center revenue came in support of inference applications. Inference in AI is when models make predictions from data.</p><p style=\"text-align: start;\">“That nearly half of Nvidia’s data-center revenues support inference workloads is yet another proof point that [large-language-model] inference will be a major demand driver for Nvidia and others’ accelerators going forward,” he wrote.</p><p style=\"text-align: start;\">Ramsay has an outperform rating on Nvidia shares and boosted his target price to $900 from $700 late Wednesday.</p><p>Cantor Fitzgerald’s C.J. Muse cheered Nvidia’s “Goldilocks” messaging, saying the company’s guidance was “just right” and offered “plenty of room for upside to estimates throughout the year.”</p><p style=\"text-align: start;\">Nvidia’s expectation that demand will outstrip supply this calendar year implies the potential for sequential top-line growth for the duration of the period. Meanwhile, Muse noted that executives “suggested expected shortages for new products launching, including H200, Spectrum-X, and B100, giving confidence that growth will continue well into [calendar 2025].”</p><p style=\"text-align: start;\">Muse lifted his price target to $900 from $775 late Wednesday, with that new target “arguably conservative” and reflective of a 32-times multiple of his $28 estimate for adjusted earnings per share next calendar year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","NVDA":"英伟达","BK4533":"AQR资本管理(全球第二大对冲基金)","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4587":"ChatGPT概念","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4527":"明星科技股","BK4543":"AI","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4579":"人工智能","BK4588":"碎股","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4503":"景林资产持仓","BK4592":"伊斯兰概念","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4581":"高盛持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4549":"软银资本持仓","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4554":"元宇宙及AR概念","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4529":"IDC概念","LU0079474960.USD":"联博美国增长基金A","BK4532":"文艺复兴科技持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2413222726","content_text":"Nvidia’s stock pops 16% to spur biggest one-day gain in market capitalization by any U.S. companyNvidia wowed Wall Street with its quarterly results and forward commentary Wednesday.It’s a testament to Nvidia Corp.’s blockbuster run over the past year that Wall Street is, in a way, looking past eye-popping metrics like a quintupling of data-center revenue in the latest quarter.Investors have become so accustomed to that sort of performance from Nvidia that they’ve increasingly been wondering how long the company can keep growing. But as Nvidia’s stock surged 16.4% Thursday, it appeared that Wall Street was satisfied with the company’s long-term message.Nvidia’s Thursday stock rally added $277 billion to the company’s market value, making for the biggest one-day haul ever by any U.S. company, according to Dow Jones Market Data. Facebook parent Meta Platforms Inc. added $197 billion to its valuation on Feb. 2.Nvidia’s stock secured a new all-time high of $785.38. It also saw its best single-day percentage increase since its 24.4% rally from May 23, 2023.In light of talk on Wall Street about growth sustainability, one comment from management stood out to Bernstein analyst Stacy Rasgon.“[O]ver the longer term the company not only sees accelerated compute ramping through the current $1 trillion of installed data-center infrastructure but also sees that installed base doubling to $2 trillion over the next five years,” Rasgon wrote in a note to clients.That expansion of the installed base “feels almost scary but if true would suggest absolutely mammoth growth potential still to come,” he continued.In Rasgon’s view, Nvidia’s stock story “still feels like it has legs,” while the company’s opportunity in the data-center business “is enormous, and still early, with material upside still possible.”He rates the stock at outperform and lifted his price target to $1,000 from $700.Adjectives were flying around as analysts digested Nvidia’s report, with TD Cowen’s Matthew Ramsay calling out “seemingly insatiable demand for Nvidia-based AI solutions” that suggests a run rate upwards of $80 billion for Nvidia’s data-center business.“We continue to believe the industry is in the early innings of two transformational paradigm shifts toward accelerated computing and generative [artificial intelligence] — with Nvidia firmly positioned as the leader in both,” Ramsay wrote.He was encouraged by management’s commentary that about 40% of data-center revenue came in support of inference applications. Inference in AI is when models make predictions from data.“That nearly half of Nvidia’s data-center revenues support inference workloads is yet another proof point that [large-language-model] inference will be a major demand driver for Nvidia and others’ accelerators going forward,” he wrote.Ramsay has an outperform rating on Nvidia shares and boosted his target price to $900 from $700 late Wednesday.Cantor Fitzgerald’s C.J. Muse cheered Nvidia’s “Goldilocks” messaging, saying the company’s guidance was “just right” and offered “plenty of room for upside to estimates throughout the year.”Nvidia’s expectation that demand will outstrip supply this calendar year implies the potential for sequential top-line growth for the duration of the period. Meanwhile, Muse noted that executives “suggested expected shortages for new products launching, including H200, Spectrum-X, and B100, giving confidence that growth will continue well into [calendar 2025].”Muse lifted his price target to $900 from $775 late Wednesday, with that new target “arguably conservative” and reflective of a 32-times multiple of his $28 estimate for adjusted earnings per share next calendar year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276112938348664,"gmtCreate":1708440678779,"gmtModify":1708440680579,"author":{"id":"3577490230864593","authorId":"3577490230864593","name":"Longmanlee","avatar":"https://static.tigerbbs.com/666e2e5ae6ccc9d73e7d020e8b497df5","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276112938348664","isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273952804577528,"gmtCreate":1707920803043,"gmtModify":1707920807833,"author":{"id":"3577490230864593","authorId":"3577490230864593","name":"Longmanlee","avatar":"https://static.tigerbbs.com/666e2e5ae6ccc9d73e7d020e8b497df5","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"Last round of euphoria&nbsp; or bull trap&nbsp;yet occur and current sell off is just a normal 2 or 3% pullback before the market surge higher","listText":"Last round of euphoria&nbsp; or bull trap&nbsp;yet occur and current sell off is just a normal 2 or 3% pullback before the market surge higher","text":"Last round of euphoria or bull trap yet occur and current sell off is just a normal 2 or 3% pullback before the market surge higher","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/273952804577528","isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273140071882960,"gmtCreate":1707722497155,"gmtModify":1707722501228,"author":{"id":"3577490230864593","authorId":"3577490230864593","name":"Longmanlee","avatar":"https://static.tigerbbs.com/666e2e5ae6ccc9d73e7d020e8b497df5","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"AI mania","listText":"AI mania","text":"AI mania","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/273140071882960","repostId":"2410185388","repostType":4,"repost":{"id":"2410185388","pubTimestamp":1707706790,"share":"https://www.laohu8.com/m/news/2410185388?lang=&edition=full","pubTime":"2024-02-12 10:59","market":"us","language":"en","title":"Can Nvidia Hit $1,000 in 2024? The Crazy Answer.","url":"https://stock-news.laohu8.com/highlight/detail?id=2410185388","media":"InvestorPlace","summary":"The NVDA stock forecast is very bright. However, having gained 280% since the beginning of 2023, buyers could be pushing their luck at $700.","content":"<html><head></head><body><ul style=\"\"><li><p><strong>Nvidia </strong>(NASDAQ:<strong><u>NVDA</u></strong>) continues to push the NVDA stock forecast higher. </p></li><li><p>It helps that its bull runs have historically been much more robust than its bear corrections.</p></li><li><p>AI continues to be the primary breadwinner in fiscal 2025, but it does have an excellent supporting cast. </p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f06eab28736a4f9612b9426819359e74\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: Poetra.RH / Shutterstock.com</p><p><strong>Nvidia </strong>(NASDAQ:<strong><u>NVDA</u></strong>) was the top-performing <strong>S&amp;P 500 </strong>stock in 2023, up 239%, 45 percentage points higher than <strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> </strong>(NASDAQ:<strong><u>META</u></strong>). The NVDA stock forecast for 2024 looks equally impressive.</p><p>Nvidia’s share price was up 41.55% through Feb. 7, making it the top-performing S&amp;P 500 stock in 2024, 888 basis points ahead of Meta. </p><p>The chip maker continues to get a lot of love from analysts. It doesn’t hurt that the Semiconductor Industry Association predicts 13% sales growth for semiconductors in 2024, which absultely factors into any comprehensive NVDA stock forecast. </p><p>Other than valuation, there doesn’t appear to be anything that could deliver a body blow to Nvidia’s share price in the months ahead. What’s an investor to do? If you bought NVDA stock five years ago, you’re up 1,784%, more than 11x the index’s performance. </p><p>If you bought five years ago and are still holding, I’d advise you to do something—options, futures, etc.—to ensure you protect these unrealized gains. </p><p>Long-term, I’m a big fan of CEO Jensen Huang and the management team he’s assembled. But, as they say, “What goes up must come down, Spinning Wheel got to go round.” </p><p>Here’s what I might do and why I’d do it. </p><h2 id=\"id_1683072740\">NVDA Stock Forecast: Big Corrections?</h2><p>The first significant correction for Nvidia came between September 2018, when it hit a high of $73.19, and December 2018, when it hit a low of $31.11, a 57% correction over three months. </p><p>Its second big correction came in late 2021 after it had been on a nearly three-year run, moving from $31.11 in December 2018 to $346.47 in October 2021, a 1,014% gain. It fell to a low of $108.13 in October 2022, a 68% correction over 12 months. Since mid-October 2022, its shares have risen by 544% over 15 months. </p><p>With AI creating massive free cash flow, it’s not surprising that analysts like Bernstein Managing Director and Senior Analyst Stacy Rasgon believe Nvidia is one of the cheaper AI plays. The NVDA stock forecast calls for the company to generate $100 billion over the next two years, more than 3x what it generated in the preceeding two.</p><p>She points out that although semiconductor sales are expected to grow by 13% this year, not all semiconductor companies will benefit from this growth. Those most exposed to AI will see the greatest benefits. </p><p>“But one of the areas that I think should be growing a lot is AI. And they are clearly, like, the most exposed to that space. They’re one of the few that are actually making real money in that space,” Rasgon stated while appearing on <em>Yahoo Finance </em>on Feb. 5.</p><p>So, while significant corrections can even happen to the Nvidia’s of the world, nothing I can think of on the near-term horizon points to black clouds for the company. </p><h2 id=\"id_1475478820\">Nvidia Has Other Revenue Generators Than Just AI</h2><p>As the Bernstein analyst said in her Yahoo Finance appearance, things like PCs, networking, and data center server CPUs should all experience growth in 2024. </p><p>Nvidia’s Q3 2024 revenue was $18.12 billion. Of that, 80% was from its data center division, including its AI-accelerating chips. The company doesn’t break out the numbers for the various parts of data center revenue, AI, and non-AI.</p><p>On pg. 28 of its Q3 2024 10-Q, it said networking revenue was up 155% year-over-year and 52% sequentially. That’s something. However, it also noted that most of the increase was due to its InfiniBand infrastructure to support its HGX platform, which is AI-related. </p><p>I read an article earlier this year that estimated Nvidia’s external networking products generated 30% of data center revenue in the past year. If we use the same number for Q3 2024, the networking revenue would be approximately $4.35 billion [$14.51 billion x 30%], up 155% from $2.81 billion a year earlier [$4.35 billion / 155%].   </p><p>So, if we annualize the $4.35 billion estimated networking revenue, we get $17.4 billion. Multiply that by a similar increase for 2025, and we get $27.0 billion. That’s 28.5% of the analysts’ 2025 revenue estimate of $94.41 billion.   </p><p>The percentage seems a tad high, but it’s only meant to suggest there is revenue growth potential outside AI. The remaining non-AI growth should come from its Gaming business, which grew revenue by nearly 15% in the third quarter to $2.86 billion.</p><h2 id=\"id_1947608206\">The Bottom Line</h2><p>I do like Nvidia’s stock for a long-term hold of forever. However, we know that Nvidia’s stock has been prone to decent-sized corrections, so that’s always a possibility in the months ahead. </p><p>If you want to buy Nvidia stock, consider using options to reduce the capital required to gain a potential entry point. Perhaps in a future article, I’ll get into the specifics of what options to buy to get the job done. </p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can Nvidia Hit $1,000 in 2024? The Crazy Answer.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCan Nvidia Hit $1,000 in 2024? The Crazy Answer.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-12 10:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/02/can-nvidia-hit-1000-in-2024-the-crazy-answer/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia (NASDAQ:NVDA) continues to push the NVDA stock forecast higher. It helps that its bull runs have historically been much more robust than its bear corrections.AI continues to be the primary ...</p>\n\n<a href=\"https://investorplace.com/2024/02/can-nvidia-hit-1000-in-2024-the-crazy-answer/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","NVDA":"英伟达","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4077":"互动媒体与服务","LU0079474960.USD":"联博美国增长基金A","BK4550":"红杉资本持仓","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","BK4141":"半导体产品","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","BK4551":"寇图资本持仓","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4529":"IDC概念","META":"Meta Platforms","BK4567":"ESG概念","BK4585":"ETF&股票定投概念","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","BK4587":"ChatGPT概念","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4507":"流媒体概念","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU0109391861.USD":"富兰克林美国机遇基金A Acc"},"source_url":"https://investorplace.com/2024/02/can-nvidia-hit-1000-in-2024-the-crazy-answer/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2410185388","content_text":"Nvidia (NASDAQ:NVDA) continues to push the NVDA stock forecast higher. It helps that its bull runs have historically been much more robust than its bear corrections.AI continues to be the primary breadwinner in fiscal 2025, but it does have an excellent supporting cast. Source: Poetra.RH / Shutterstock.comNvidia (NASDAQ:NVDA) was the top-performing S&P 500 stock in 2023, up 239%, 45 percentage points higher than Meta Platforms (NASDAQ:META). The NVDA stock forecast for 2024 looks equally impressive.Nvidia’s share price was up 41.55% through Feb. 7, making it the top-performing S&P 500 stock in 2024, 888 basis points ahead of Meta. The chip maker continues to get a lot of love from analysts. It doesn’t hurt that the Semiconductor Industry Association predicts 13% sales growth for semiconductors in 2024, which absultely factors into any comprehensive NVDA stock forecast. Other than valuation, there doesn’t appear to be anything that could deliver a body blow to Nvidia’s share price in the months ahead. What’s an investor to do? If you bought NVDA stock five years ago, you’re up 1,784%, more than 11x the index’s performance. If you bought five years ago and are still holding, I’d advise you to do something—options, futures, etc.—to ensure you protect these unrealized gains. Long-term, I’m a big fan of CEO Jensen Huang and the management team he’s assembled. But, as they say, “What goes up must come down, Spinning Wheel got to go round.” Here’s what I might do and why I’d do it. NVDA Stock Forecast: Big Corrections?The first significant correction for Nvidia came between September 2018, when it hit a high of $73.19, and December 2018, when it hit a low of $31.11, a 57% correction over three months. Its second big correction came in late 2021 after it had been on a nearly three-year run, moving from $31.11 in December 2018 to $346.47 in October 2021, a 1,014% gain. It fell to a low of $108.13 in October 2022, a 68% correction over 12 months. Since mid-October 2022, its shares have risen by 544% over 15 months. With AI creating massive free cash flow, it’s not surprising that analysts like Bernstein Managing Director and Senior Analyst Stacy Rasgon believe Nvidia is one of the cheaper AI plays. The NVDA stock forecast calls for the company to generate $100 billion over the next two years, more than 3x what it generated in the preceeding two.She points out that although semiconductor sales are expected to grow by 13% this year, not all semiconductor companies will benefit from this growth. Those most exposed to AI will see the greatest benefits. “But one of the areas that I think should be growing a lot is AI. And they are clearly, like, the most exposed to that space. They’re one of the few that are actually making real money in that space,” Rasgon stated while appearing on Yahoo Finance on Feb. 5.So, while significant corrections can even happen to the Nvidia’s of the world, nothing I can think of on the near-term horizon points to black clouds for the company. Nvidia Has Other Revenue Generators Than Just AIAs the Bernstein analyst said in her Yahoo Finance appearance, things like PCs, networking, and data center server CPUs should all experience growth in 2024. Nvidia’s Q3 2024 revenue was $18.12 billion. Of that, 80% was from its data center division, including its AI-accelerating chips. The company doesn’t break out the numbers for the various parts of data center revenue, AI, and non-AI.On pg. 28 of its Q3 2024 10-Q, it said networking revenue was up 155% year-over-year and 52% sequentially. That’s something. However, it also noted that most of the increase was due to its InfiniBand infrastructure to support its HGX platform, which is AI-related. I read an article earlier this year that estimated Nvidia’s external networking products generated 30% of data center revenue in the past year. If we use the same number for Q3 2024, the networking revenue would be approximately $4.35 billion [$14.51 billion x 30%], up 155% from $2.81 billion a year earlier [$4.35 billion / 155%].   So, if we annualize the $4.35 billion estimated networking revenue, we get $17.4 billion. Multiply that by a similar increase for 2025, and we get $27.0 billion. That’s 28.5% of the analysts’ 2025 revenue estimate of $94.41 billion.   The percentage seems a tad high, but it’s only meant to suggest there is revenue growth potential outside AI. The remaining non-AI growth should come from its Gaming business, which grew revenue by nearly 15% in the third quarter to $2.86 billion.The Bottom LineI do like Nvidia’s stock for a long-term hold of forever. However, we know that Nvidia’s stock has been prone to decent-sized corrections, so that’s always a possibility in the months ahead. If you want to buy Nvidia stock, consider using options to reduce the capital required to gain a potential entry point. Perhaps in a future article, I’ll get into the specifics of what options to buy to get the job done.","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":258587980550344,"gmtCreate":1704165825847,"gmtModify":1704165831020,"author":{"id":"3577490230864593","authorId":"3577490230864593","name":"Longmanlee","avatar":"https://static.tigerbbs.com/666e2e5ae6ccc9d73e7d020e8b497df5","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"While everybody is&nbsp;greed but the insiders are fear... Good luck ya to all FOMO investor","listText":"While everybody is&nbsp;greed but the insiders are fear... Good luck ya to all FOMO investor","text":"While everybody is greed but the insiders are fear... Good luck ya to all FOMO investor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/258587980550344","repostId":"2395401562","repostType":2,"repost":{"id":"2395401562","pubTimestamp":1704162467,"share":"https://www.laohu8.com/m/news/2395401562?lang=&edition=full","pubTime":"2024-01-02 10:27","market":"us","language":"en","title":"Insider Sell: Coinbase Global Inc's Chief Legal Officer Paul Grewal Sells 15,000 Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2395401562","media":"GuruFocus.com","summary":"GuruFocus has detected 6 Warning Signs with COIN.This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.This article first appeared on","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/COIN\">Coinbase Global Inc</a>, a leading cryptocurrency exchange platform, has reported an insider sell according to a recent SEC filing. Chief Legal Officer Paul Grewal sold 15,000 shares of the company on December 27, 2023. The transaction was executed at a price of $180.07 per share, resulting in a total sale amount of $2,701,050.Over the past year, the insider has sold a total of 122,685 shares and has not made any purchases of the company&#39;s stock. This latest transaction continues the trend of insider sales at Coinbase Global Inc, with a total of 78 insider sells and only 7 insider buys over the same timeframe.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f40d6b6db17f9644cc1b3eae62d79978\" tg-width=\"1242\" tg-height=\"543\"/></p><p>Coinbase Global Inc operates as a platform for buying, selling, transferring, and storing digital currency. It provides financial infrastructure and technology for the cryptoeconomy.Shares of Coinbase Global Inc were trading at $180.07 on the day of the insider&#39;s recent sale, giving the company a market capitalization of $41.61 billion.With the stock price at $180.07 and a GuruFocus Value (GF Value) of $67.22, Coinbase Global Inc&#39;s price-to-GF-Value ratio stands at 2.68, indicating that the stock is significantly overvalued according to GuruFocus&#39;s valuation model.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb03c84df48e03ddb2c59b80d82d2450\" tg-width=\"1242\" tg-height=\"826\"/></p><p>The GF Value is determined by considering historical trading multiples such as the price-earnings ratio, price-sales ratio, price-book ratio, and price-to-free cash flow, along with a GuruFocus adjustment factor based on the company&#39;s historical returns and growth, and future business performance estimates provided by Morningstar analysts.</p></body></html>","source":"yahoofinance_sg","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>Insider Sell: Coinbase Global Inc's Chief Legal Officer Paul Grewal Sells 15,000 Shares</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInsider Sell: Coinbase Global Inc's Chief Legal Officer Paul Grewal Sells 15,000 Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-02 10:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/insider-sell-coinbase-global-incs-021148138.html><strong>GuruFocus.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Coinbase Global Inc, a leading cryptocurrency exchange platform, has reported an insider sell according to a recent SEC filing. Chief Legal Officer Paul Grewal sold 15,000 shares of the company on ...</p>\n\n<a href=\"https://finance.yahoo.com/news/insider-sell-coinbase-global-incs-021148138.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://finance.yahoo.com/news/insider-sell-coinbase-global-incs-021148138.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2395401562","content_text":"Coinbase Global Inc, a leading cryptocurrency exchange platform, has reported an insider sell according to a recent SEC filing. Chief Legal Officer Paul Grewal sold 15,000 shares of the company on December 27, 2023. The transaction was executed at a price of $180.07 per share, resulting in a total sale amount of $2,701,050.Over the past year, the insider has sold a total of 122,685 shares and has not made any purchases of the company's stock. This latest transaction continues the trend of insider sales at Coinbase Global Inc, with a total of 78 insider sells and only 7 insider buys over the same timeframe.Coinbase Global Inc operates as a platform for buying, selling, transferring, and storing digital currency. It provides financial infrastructure and technology for the cryptoeconomy.Shares of Coinbase Global Inc were trading at $180.07 on the day of the insider's recent sale, giving the company a market capitalization of $41.61 billion.With the stock price at $180.07 and a GuruFocus Value (GF Value) of $67.22, Coinbase Global Inc's price-to-GF-Value ratio stands at 2.68, indicating that the stock is significantly overvalued according to GuruFocus's valuation model.The GF Value is determined by considering historical trading multiples such as the price-earnings ratio, price-sales ratio, price-book ratio, and price-to-free cash flow, along with a GuruFocus adjustment factor based on the company's historical returns and growth, and future business performance estimates provided by Morningstar analysts.","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":258580543095056,"gmtCreate":1704163917311,"gmtModify":1704163921681,"author":{"id":"3577490230864593","authorId":"3577490230864593","name":"Longmanlee","avatar":"https://static.tigerbbs.com/666e2e5ae6ccc9d73e7d020e8b497df5","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"Jokes of the week","listText":"Jokes of the week","text":"Jokes of the week","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/258580543095056","repostId":"1176899689","repostType":4,"repost":{"id":"1176899689","pubTimestamp":1704153754,"share":"https://www.laohu8.com/m/news/1176899689?lang=&edition=full","pubTime":"2024-01-02 08:02","market":"us","language":"en","title":"S&P 500 Could Build On 2023's 24% Gain: Analyst Shares Key Data Supporting Continued Broader Market Performance","url":"https://stock-news.laohu8.com/highlight/detail?id=1176899689","media":"Benzinga","summary":"ZINGER KEY POINTSMore than 10% move in the Russell 2000 Index, an index of small-cap stocks, hasn't historically been bearish events, says Carson Group analyst.He sees a probability of 15%+ gains for ","content":"<html><head></head><body><h4 id=\"id_552268222\" style=\"text-align: start;\">ZINGER KEY POINTS</h4><ul style=\"list-style-type: disc;\"><li><p><strong>More than 10% move in the Russell 2000 Index, an index of small-cap stocks, hasn&#39;t historically been bearish events, says Carson Group analyst.</strong></p></li><li><p><strong>He sees a probability of 15%+ gains for the S&amp;P 500 Index one year from now.</strong></p></li></ul><p>Small-cap stocks came back strongly as the broader market rebounded in November following a late summer slump. An analyst sees small-cap stocks’ strong performances as a harbinger of good times for the market.</p><p style=\"text-align: start;\"><strong>What Happened:</strong> Tapping into history, Carson Group’s Ryan Detrick said that moves of more than 10% in the Russell 2000 Index, an index of small-cap stocks, are not historically bearish. The R2K Index added 12.05% during December, taking the gain for the year to 15.1%.</p><p>The index has made more than 10% gains in December 19 other times, Detrick said. Following such strength in December, the S&amp;P 500 Index’s performance six months later was positive 90% of the time, he said.</p><p>A year later, the index was higher 14 out of the 19 times and the average gain was 15.8%, he added.</p><p><strong>Why It’s Important: </strong>The S&amp;P 500, a measure of broader market outperformance, ended 2023 with a gain of 24.23%. Looking ahead, analysts are wary about rich valuations tempering market optimism. Most are of the view the mega-cap tech rally that fueled much of the market upside in 2023 could temper, leaving the burden of supporting the market on the smid-caps.</p><p style=\"text-align: start;\">In his tech predictions for 2024, Deepwater Asset Management’s Gene Munster said the <strong>iShares Russell 2000 Growth ETF </strong>will outperform the <strong>SPDR S&amp;P 500 ETF Trust</strong>, with sub-$20 billion tech companies likely outperforming large-cap companies.</p><p style=\"text-align: start;\">The upward market momentum hinges on the Federal Reserve beginning to reverse its rate hikes and the economy averting a hard landing.</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>S&P 500 Could Build On 2023's 24% Gain: Analyst Shares Key Data Supporting Continued Broader Market Performance</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\">\nS&P 500 Could Build On 2023's 24% Gain: Analyst Shares Key Data Supporting Continued Broader Market Performance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-02 08:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/analyst-color/24/01/36444449/s-p-500-could-build-on-2023s-24-gain-analyst-shares-key-data-supporting-continued-b><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSMore than 10% move in the Russell 2000 Index, an index of small-cap stocks, hasn't historically been bearish events, says Carson Group analyst.He sees a probability of 15%+ gains for ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/24/01/36444449/s-p-500-could-build-on-2023s-24-gain-analyst-shares-key-data-supporting-continued-b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VOO":"Vanguard标普500ETF","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/24/01/36444449/s-p-500-could-build-on-2023s-24-gain-analyst-shares-key-data-supporting-continued-b","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176899689","content_text":"ZINGER KEY POINTSMore than 10% move in the Russell 2000 Index, an index of small-cap stocks, hasn't historically been bearish events, says Carson Group analyst.He sees a probability of 15%+ gains for the S&P 500 Index one year from now.Small-cap stocks came back strongly as the broader market rebounded in November following a late summer slump. An analyst sees small-cap stocks’ strong performances as a harbinger of good times for the market.What Happened: Tapping into history, Carson Group’s Ryan Detrick said that moves of more than 10% in the Russell 2000 Index, an index of small-cap stocks, are not historically bearish. The R2K Index added 12.05% during December, taking the gain for the year to 15.1%.The index has made more than 10% gains in December 19 other times, Detrick said. Following such strength in December, the S&P 500 Index’s performance six months later was positive 90% of the time, he said.A year later, the index was higher 14 out of the 19 times and the average gain was 15.8%, he added.Why It’s Important: The S&P 500, a measure of broader market outperformance, ended 2023 with a gain of 24.23%. Looking ahead, analysts are wary about rich valuations tempering market optimism. Most are of the view the mega-cap tech rally that fueled much of the market upside in 2023 could temper, leaving the burden of supporting the market on the smid-caps.In his tech predictions for 2024, Deepwater Asset Management’s Gene Munster said the iShares Russell 2000 Growth ETF will outperform the SPDR S&P 500 ETF Trust, with sub-$20 billion tech companies likely outperforming large-cap companies.The upward market momentum hinges on the Federal Reserve beginning to reverse its rate hikes and the economy averting a hard landing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257783022252288,"gmtCreate":1703969356439,"gmtModify":1703969360594,"author":{"id":"3577490230864593","authorId":"3577490230864593","name":"Longmanlee","avatar":"https://static.tigerbbs.com/666e2e5ae6ccc9d73e7d020e8b497df5","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"Fimally","listText":"Fimally","text":"Fimally","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257783022252288","repostId":"1161086747","repostType":4,"repost":{"id":"1161086747","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1703860621,"share":"https://www.laohu8.com/m/news/1161086747?lang=&edition=full","pubTime":"2023-12-29 22:37","market":"us","language":"en","title":"Hot Chinese ADRs Gained in Morning Trading, With RLX Technology Rising over 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1161086747","media":"Tiger Newspress","summary":"Hot Chinese ADRs gained in morning trading, with RLX Technology rising over 5%.NetEase, XPeng rose over 4%; Bilibili rose over 3%; iQiyi, JD.com, Li Auto rose over 1%.$RLX Technology$ Friday announced that its board of directors has authorized the extension of its existing share repurchase program established in December 2021 for an additional 24-month period through December 31, 2025.Under the existing share repurchase program, the company may repurchase up to $500 million of its ordinary share","content":"<html><head></head><body><p>Hot Chinese ADRs gained in morning trading, with RLX Technology rising over 5%.</p><p>NetEase, XPeng rose over 4%; Bilibili rose over 3%; iQiyi, JD.com, Li Auto rose over 1%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82a92839f571996dc970c9bd9ca82ac4\" tg-width=\"454\" tg-height=\"639\"/></p><p><a href=\"https://laohu8.com/S/RLX\">RLX Technology</a> Friday announced that its board of directors has authorized the extension of its existing share repurchase program established in December 2021 for an additional 24-month period through December 31, 2025.</p><p>Under the existing share repurchase program, the company may repurchase up to $500 million of its ordinary shares represented by ADSs until December 31, 2023.</p><p>As of December 28, the company had repurchased approximately $193.5 million of its ordinary shares represented by ADSs.</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>Hot Chinese ADRs Gained in Morning Trading, With RLX Technology Rising over 5%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHot Chinese ADRs Gained in Morning Trading, With RLX Technology Rising over 5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-12-29 22:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs gained in morning trading, with RLX Technology rising over 5%.</p><p>NetEase, XPeng rose over 4%; Bilibili rose over 3%; iQiyi, JD.com, Li Auto rose over 1%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82a92839f571996dc970c9bd9ca82ac4\" tg-width=\"454\" tg-height=\"639\"/></p><p><a href=\"https://laohu8.com/S/RLX\">RLX Technology</a> Friday announced that its board of directors has authorized the extension of its existing share repurchase program established in December 2021 for an additional 24-month period through December 31, 2025.</p><p>Under the existing share repurchase program, the company may repurchase up to $500 million of its ordinary shares represented by ADSs until December 31, 2023.</p><p>As of December 28, the company had repurchased approximately $193.5 million of its ordinary shares represented by ADSs.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RLX":"雾芯科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161086747","content_text":"Hot Chinese ADRs gained in morning trading, with RLX Technology rising over 5%.NetEase, XPeng rose over 4%; Bilibili rose over 3%; iQiyi, JD.com, Li Auto rose over 1%.RLX Technology Friday announced that its board of directors has authorized the extension of its existing share repurchase program established in December 2021 for an additional 24-month period through December 31, 2025.Under the existing share repurchase program, the company may repurchase up to $500 million of its ordinary shares represented by ADSs until December 31, 2023.As of December 28, the company had repurchased approximately $193.5 million of its ordinary shares represented by ADSs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257781889769520,"gmtCreate":1703969022651,"gmtModify":1703969029266,"author":{"id":"3577490230864593","authorId":"3577490230864593","name":"Longmanlee","avatar":"https://static.tigerbbs.com/666e2e5ae6ccc9d73e7d020e8b497df5","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"Dump it before get burn.... More and more negative headwinds floating out","listText":"Dump it before get burn.... More and more negative headwinds floating out","text":"Dump it before get burn.... More and more negative headwinds floating out","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257781889769520","repostId":"2395036000","repostType":4,"repost":{"id":"2395036000","pubTimestamp":1703897384,"share":"https://www.laohu8.com/m/news/2395036000?lang=&edition=full","pubTime":"2023-12-30 08:49","market":"us","language":"en","title":"Tesla: The 2024 Tsunami","url":"https://stock-news.laohu8.com/highlight/detail?id=2395036000","media":"seekingalpha","summary":"Tesla, Inc. stock performance has seen fluctuations with gains in 2023, but many investors who bought shares between 2021 and 2022 still face losses.Despite cutting prices and squeezing margins, Tesla","content":"<html><head></head><body><ul style=\"\"><li><p>Tesla, Inc. stock performance has seen fluctuations with gains in 2023, but many investors who bought shares between 2021 and 2022 still face losses.</p></li><li><p>Despite cutting prices and squeezing margins, Tesla still lost market share, at least in China.</p></li><li><p>We see limited immediate catalysts for significant upward share price movement in 2024, with Tesla expected to trade within its historical range.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0db39c9b04b4ac9bd76801fc0c29a79b\" tg-width=\"750\" tg-height=\"500\"/></p><h2 id=\"id_3252898102\">Investment Thesis</h2><p>Since its impressive rally during the pandemic in 2020, <strong>Tesla, Inc.&#39;s</strong> (NASDAQ:TSLA) stock price has experienced significant fluctuations, yet it has largely maintained a flat trajectory overall. As the year ends and investors scrutinize their holdings, much attention is given to Tesla&#39;s 110% jump this year. However, this narrative often omits a crucial detail: many investors who purchased shares between 2021 and 2022 are still experiencing double-digit losses. This mixed performance presents a mixed picture, with recent buyers celebrating gains while earlier investors hope for a recovery to past highs.</p><p>Our analysis suggests <strong>few immediate catalysts</strong> are likely to significantly drive the share price upwards going into 2024. We anticipate that Tesla&#39;s stock will continue to trade <strong>within its historical range</strong> for the foreseeable future.</p><p>While some industry peers have pointed to potential upside catalysts such as the launch of the Cybertruck, AI/robotics breakthroughs, and continued growth in its core markets, we assess these factors as having limited immediate impact on the stock&#39;s value. Cybertruck&#39;s market influence, for instance, might be more gradual than transformative. While Tesla&#39;s AI advancements are noteworthy, they are not yet mature enough to be considered a decisive factor in stock valuation going into 2024.</p><p>On the downside, factors such as Tesla&#39;s lofty valuation, rising competition in the electric vehicle (&#34;EV&#34;) sector, and potential slowing of growth rates are valid concerns. However, these do not appear sufficiently potent to drive a significant downturn in Tesla&#39;s stock either. This resilience can be attributed partly to Tesla&#39;s strong shareholder loyalty and consumer base that appears optimistic about the company&#39;s long-term prospects, often viewing any price dips as opportunities for investment rather than indicators of long-term decline.</p><h2 id=\"id_2850193894\">Volumes vs. Profits Amid Rising Competition</h2><p>In the third quarter, Tesla recorded a Year-over-Year &#39;YoY&#39; sales increase of 9%, which stands as one of its most restrained growth rates, second only to the sluggish performance of 2019, a period marred by significant manufacturing hurdles. A similar slowdown was seen in Q3 2015, following the Model X launch, as Tesla grappled with the complexities of producing multiple models for the first time, a daunting task for the then-smaller company.</p><p>This year, Tesla is grappling with other challenges beyond manufacturing, namely an increasingly crowded and competitive EV market and declining consumer purchasing power, pushing Tesla to cut prices aggressively to sustain volumes, thus impacting revenue and margins.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86e7e949b34a9cfeca09c330f3b92565\" tg-width=\"640\" tg-height=\"281\"/></p><p>Tesla. Graph Created by the Author</p><p></p><p>We believe that the sales trends observed in Q3 2023 will persist, if not intensify, in 2024. Tesla has a narrow product portfolio focused on the high-end of the market, leaving few options for budget-constrained customers who are now grappling with a higher cost of living.</p><p>Tesla&#39;s 2022 launch of the Berlin and Texas Gigafactories, currently in their ramp-up stages and undergoing further expansion, adds substantially to the company&#39;s production capacity, now totaling north of 2 million vehicles annually. This increase in capacity necessitates a strategic shift towards maintaining high-volume sales, likely through price adjustments in this current environment. These dynamics reinforce our belief that current pricing trends will continue going into 2024.</p><p>On the competition front in China, which represents between 20%-25% of Tesla sales, the market is saturated, with more than 200 registered EV companies. In 2020, capacity was 26.7 million EVs, four times the 2022 production rate, putting pressure on prices. The price war in China, initiated by Tesla earlier this year, is still raging on. Fast-growing EV manufacturer XPeng (XPEV) cut the selling price of its best-selling SUV, the G6, by $1400 this month. This year, Tesla cut the prices of Model Y and 3 more than industry giant BYD (OTCPK:BYDDF). Despite that, Chinese manufacturers have proven formidable challengers to Tesla&#39;s operations in Asia, with Tesla&#39;s market share declining to 10%, down from 13% a year ago.</p><p>At the same time, we see 2024 being transformative for the EV sector in the U.S., marked by an unprecedented product launch wave. The U.S. constitutes roughly half of Tesla&#39;s sales. Nearly 50 new BEV models are expected to debut (or fully launch), bringing the total to around 90 models in the U.S. This represents a more than twofold increase from the number of available models at the beginning of 2023, signaling a significant and unprecedented expansion in the EV market. These unprecedented market dynamics will make the competitive pressures that pushed TSLA to cut prices and squeeze margins by 45% this year seem like a walk in the park. Additionally, this intensified competition casts doubt on the optimistic views predicated on Ford&#39;s (F) and General Motors (GM) decisions to scale back their EV production and sales targets last month.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/681a64164b9b41b652266fd1c635d10e\" tg-width=\"635\" tg-height=\"450\"/></p><p>Data by YCharts</p><p></p><p>Many of the new BEV models set to debut in 2024 come from well-known brands that already have a strong and dedicated customer base, entering the EV market for the first time. These include popular models like the Range Rover by Tata Motors (NSE: TATAMOTORS), Hummer by GM, and Ram Truck by Stellantis (STLA). These launches mark a significant step for these brands, known for reputation and customer loyalty, bringing the competitive dynamics for TSLA to a new level.</p><p>The Range Rover, for example, is as good as it gets in comfort compared to any passenger vehicle class. Meanwhile, Tesla customers are going online to complain about noise and back pain when driving for extended periods.</p><p>Tesla&#39;s notable customer satisfaction and loyalty can be attributed in part to its emphasis on delivering an exhilarating acceleration experience, a characteristic rooted in the company&#39;s initial focus on sports and performance vehicles. However, as more EV brands come to market with differentiated features and interior comfort, Tesla may find it harder to compete.</p><p>Volvo (OTCPK:VLVLY) is introducing the EX30 and EX90, doubling its BEV all-electric product portfolio with exemplary specs. Mercedes (OTCPK:MBGAF) and Audi (part of the Volkswagen Group (OTCPK:VWAGY)), which have been hemorrhaging customers to Tesla, are introducing six new models (3 each), potentially reversing a trend that has helped Tesla&#39;s growth in prior years.</p><h2 id=\"id_2437259249\">Dual Setbacks? Open-Access and Closed Launches</h2><p>Tesla&#39;s move to open-source its charging network is a bold strategy that undermines its competitive edge. This decision grants non-Tesla EV owners access to the extensive Supercharger network, previously a major Tesla exclusive. While this approach allows Tesla access to some of the $5 billion budget for charging network subsidies and is moral, one could argue that it strips Tesla of its unique first-mover advantage in charging infrastructure.</p><p>On the other hand, the delay in the Cybertruck full commercial rollout marks a significant setback for Tesla, particularly as it was anticipated to be a major catalyst for growth in 2024, especially now that the competitive dynamics are intensifying. This postponement, now extending into another year, deprives Tesla of a critical growth driver it had been counting on for the upcoming year. Currently, the Cybertruck is Tesla&#39;s sole new model in active development. This delay represents a considerable blow to the company&#39;s growth strategy.</p><p>In October, Elon Musk estimated 250,000 vehicles by 2025. However, historically, Tesla has experienced challenges and delays in ramping up production of new models, and estimates for 2024 vary among Wall Street analysts, ranging from 78,000 units (Morgan Stanley&#39;s (MS) conservative estimate) to 230,000 units (Wedbush&#39;s more optimistic forecast). We expect incremental ramp-up in production, with the impact of the Cybertruck rollout being gradual instead of transformative. Consequently, Tesla&#39;s growth will heavily rely on its existing product line-up going into 2024.</p><p>The Cybertruck and Cyberbeast involve unique features (paywall) that come with unique engineering problems, further complicating their development process and potential adoption, but more importantly, has led to a significant increase in the selling price. Many news reports highlight the lower price of the Rear-Wheel Drive model set for 2025 delivery instead of the more expensive All-Wheel Drive model set for the 2024 line-up. The starting price of the 2024 model is $70,000, 40% higher than the starting price of F-150 Lighting. These model rollout dynamics reinforce our belief that the impact of the Tesla Cybertruck rollout will be incremental going into 2024.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32499117822ef48e6e8bc346a6258a36\" tg-width=\"640\" tg-height=\"331\"/></p><p>Tesla</p><p></p><p>Tesla&#39;s most recent addition, the Model Y, was introduced in 2019. It remains to be seen how the new revamped Model Y will impact the competitive dynamics, but given that it is produced in China, it will be excluded from the government subsidies in the US starting next month. Moreover, beyond the Model Y revamp, Tesla announced that Model Y Long-Range and Model 3 will no longer be eligible for tax credits, further supporting our cautious outlook on Tesla going into 2024.</p><p>The state of Tesla&#39;s current portfolio, with the absence of new models since 2019, also touches on its CEO&#39;s busy schedule, being the head of 5-6 companies, at least three of them with multi-billion dollar operations, including X (Twitter), Space X, and Tesla. The question that comes to mind is whether Tesla&#39;s unimpressive revenue performance reflects an increasingly distracted CEO.</p><h2 id=\"id_4011377070\">Beyond 2024</h2><p>The impact of Tesla&#39;s recent price reductions on its brand image is an important consideration. A key component of Tesla&#39;s appeal has been its customers&#39; sense of community and camaraderie, bolstered by a degree of exclusivity associated with owning a Tesla vehicle. However, these price cuts potentially erode this sense of exclusivity that comes with owning a high-end product.</p><p>This also touches on Elon Musk&#39;s goal of growing sales from 1.7 million to 20 million in the next five to six years. Such an ambitious (perhaps too ambitious) goal necessitates expanding the company&#39;s product portfolio into the lower end of the market, which could impact the brand image that fuels its current growth. It would be interesting to see how the company balances market penetration ambitions with brand image. These strategic issues become more pressing as the company grows.</p><p>Marketing considerations also come to mind. Tesla&#39;s direct-to-consumer model is often praised for enhancing customer experience and bypassing the traditional dealership model. However, considering the goal of selling 20 million vehicles, the value added by dealerships can&#39;t be overlooked. They offer broader reach, financial flexibility, and risk-sharing benefits. A recent Reuters report revealed unorthodox customer service practices to divert traffic away from Tesla&#39;s service centers, highlighting operational challenges in its current model that dealerships could potentially mitigate.</p><p>Shifting gears, the impact of the recent product recalls also could impact the brand&#39;s reputation. Although such recalls are not uncommon, and in Tesla&#39;s case, have limited financial impact due to their digital nature that can be addressed remotely via over-the-air updates, these recalls are significant for two reasons. First is the magnitude, covering more than 2 million vehicles. Second, they relate to flaws in the Autopilot and FSD features. Tesla is fighting allegations of overstating the capabilities of its self-driving features. This is highlighted in court filings from victims of crashes involving Tesla&#39;s Autopilot and FSD systems.</p><p>It is also essential to acknowledge that many of the features touted by Tesla Autopilot and Advanced Autopilot have been on the market for years, such as self-parking, assisted driving, lane maneuvering, and automated speed controls that incorporate traffic. The crux of the issue with Tesla seems to be how much it encourages customers to rely on these technologies. We believe that Tesla is pushing the boundaries of existing technology more aggressively than its peers with access to similar full self-driving (&#34;FSD&#34;) capabilities, but who are adopting a more cautious and responsible approach to rolling out similar features. While innovative, this aggressive stance by Tesla increases the risks for its customers and, by extension, the public trust in the brand&#39;s commitment to safety.</p><h2 id=\"id_2990656407\">Is Growth Rate A Catalyst In 2024?</h2><p>The relationship between Tesla&#39;s revenue growth and stock performance has shown consistent inconsistency, challenging the conventional wisdom of associating revenue trends with stock price movements. It is clear that factors beyond mere revenue figures significantly influence its share price.</p><p>In 2022, Tesla&#39;s revenue climbed by an impressive 53%, yet its stock price plunged by 70%. This contrasts sharply with the 100% surge in the stock value this year against a modest 2% rise in revenue on a trailing twelve-month (&#34;TTM&#34;) basis. Back in 2021, the shares remained relatively stable for most of the year despite a substantial 70% increase in sales. Similarly, in 2018, Tesla witnessed a robust 82% growth in sales, but this did not translate into any significant movement in the stock price.</p><p>Looking ahead to 2024, we expect modest revenue growth, supported by an expanding EV market, weighed against increasing competition. However, predicting the stock&#39;s performance based solely on these estimates would be unwise. Tesla&#39;s stock price trajectory seems more closely tied to the market&#39;s long-term perceptions and speculative views regarding the company&#39;s standing in its core automotive business and advancements in Artificial Intelligence.</p><p>Tesla&#39;s Dojo microchip designs and the Optimus humanoid robot, while capturing significant public interest recently, are unlikely to present near-term breakthroughs going into 2024. Tesla&#39;s partnership with Taiwan Semiconductor (TSM) to produce the Dojo supercomputer chip highlights Tesla&#39;s efforts in AI machine learning, particularly for video training from its vehicle fleet. While the Dojo microchip is poised to enhance Tesla&#39;s neural net training capabilities and make it cheaper for Tesla to train its FSD models, the crashes, accidents, and recent recalls point that the road to FSD is marred with challenges.</p><p>The Tesla Optimus Gen 2, the company&#39;s next-generation humanoid robot revealed earlier this month, has been built in a notably short span of eight months. The first prototype, bumblebee, was revealed in September 2022. This rapid development contrasts Boston Dynamics&#39; years of refinement on its Atlas robot, a fact that quickly becomes apparent when watching the demo videos of the two.</p><p>In any case, Tesla&#39;s venture into AI, microchip design, and robotics is exciting, but these are rapidly changing fields with significant risks, which raises the question of whether outsourcing these technologies might be a better value to investors. The challenges of Intel (INTC) in the semiconductor market serve as a reminder of the risks awaiting Tesla&#39;s new AI ventures.</p><h2 id=\"id_3647789319\">Summary</h2><p>In November, Elon Musk blamed high interest rates for Tesla&#39;s mediocre sales growth, but we believe that the company&#39;s challenges are far more complex. The rising interest rates do play a role, impacting consumer spending power and auto loan affordability. However, Tesla&#39;s issues extend beyond macroeconomic factors. The company is navigating a maturing EV market, where increasing competition, evolving consumer expectations, and technological advancements are reshaping the landscape.</p><p>Given the high valuation and the lack of clear and immediate catalysts, we expect the Tesla, Inc. ticker to oscillate between a defined wide range in line with the post-pandemic rally range. Investors might want to consider adopting a range-trading strategy as a short-term hedge.</p><p>We would consider Tesla for a rating upgrade, provided the company achieves certain milestones. Key to this is Tesla&#39;s ability to effectively navigate the competitive dynamics in its current market. This would be reflected in a substantial increase in revenue and a noteworthy improvement in profit margins in 2024. Additionally, the success in production and better-than-expected reception of the Cybertruck, especially considering the large scale of the U.S. truck market, could be decisive factors in upgrading Tesla&#39;s rating. Additionally, a crucial factor would be Tesla&#39;s strategic shift from a premium car brand to a mass-market vehicle producer. Success here would be indicated by sustained growth in unit sales, most likely via new product launches and an increased market share, particularly in developing and emerging markets.</p><p>A potential downgrade in Tesla&#39;s rating could be driven by several factors. First, significant harm to the brand&#39;s reputation could be a critical trigger. This includes an increase in product recalls, particularly related to essential systems beyond auxiliary Autopilot services, such as suspension and steering components. Key metrics of such reputational damage would include a surge in negative media coverage, political scrutiny, and public statements questioning Tesla&#39;s product safety and quality beyond auxiliary services such as FSD and Autopilot.</p><p>Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</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>Tesla: The 2024 Tsunami</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\">\nTesla: The 2024 Tsunami\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-30 08:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4660327-tesla-the-2024-tsunami><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla, Inc. stock performance has seen fluctuations with gains in 2023, but many investors who bought shares between 2021 and 2022 still face losses.Despite cutting prices and squeezing margins, Tesla...</p>\n\n<a href=\"https://seekingalpha.com/article/4660327-tesla-the-2024-tsunami\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","03145":"华夏亚洲高息股","MBGAF":"Mercedes Benz Group AG","BK4535":"淡马锡持仓","XPEV":"小鹏汽车","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0106831901.USD":"贝莱德世界金融基金A2","F":"福特汽车","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BYDDF":"BYD Co., Ltd.","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","VWAGY":"大众汽车ADR","TSM":"台积电","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4512":"苹果概念","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","BK4127":"投资银行业与经纪业","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","VLVLY":"Volvo AB","MS":"摩根士丹利","TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLA":"特斯拉","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","GM":"通用汽车","BK4554":"元宇宙及AR概念","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","BK4532":"文艺复兴科技持仓","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","STLA":"Stellantis NV","BK4534":"瑞士信贷持仓","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","BK4555":"新能源车"},"source_url":"https://seekingalpha.com/article/4660327-tesla-the-2024-tsunami","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2395036000","content_text":"Tesla, Inc. stock performance has seen fluctuations with gains in 2023, but many investors who bought shares between 2021 and 2022 still face losses.Despite cutting prices and squeezing margins, Tesla still lost market share, at least in China.We see limited immediate catalysts for significant upward share price movement in 2024, with Tesla expected to trade within its historical range.Investment ThesisSince its impressive rally during the pandemic in 2020, Tesla, Inc.'s (NASDAQ:TSLA) stock price has experienced significant fluctuations, yet it has largely maintained a flat trajectory overall. As the year ends and investors scrutinize their holdings, much attention is given to Tesla's 110% jump this year. However, this narrative often omits a crucial detail: many investors who purchased shares between 2021 and 2022 are still experiencing double-digit losses. This mixed performance presents a mixed picture, with recent buyers celebrating gains while earlier investors hope for a recovery to past highs.Our analysis suggests few immediate catalysts are likely to significantly drive the share price upwards going into 2024. We anticipate that Tesla's stock will continue to trade within its historical range for the foreseeable future.While some industry peers have pointed to potential upside catalysts such as the launch of the Cybertruck, AI/robotics breakthroughs, and continued growth in its core markets, we assess these factors as having limited immediate impact on the stock's value. Cybertruck's market influence, for instance, might be more gradual than transformative. While Tesla's AI advancements are noteworthy, they are not yet mature enough to be considered a decisive factor in stock valuation going into 2024.On the downside, factors such as Tesla's lofty valuation, rising competition in the electric vehicle (\"EV\") sector, and potential slowing of growth rates are valid concerns. However, these do not appear sufficiently potent to drive a significant downturn in Tesla's stock either. This resilience can be attributed partly to Tesla's strong shareholder loyalty and consumer base that appears optimistic about the company's long-term prospects, often viewing any price dips as opportunities for investment rather than indicators of long-term decline.Volumes vs. Profits Amid Rising CompetitionIn the third quarter, Tesla recorded a Year-over-Year 'YoY' sales increase of 9%, which stands as one of its most restrained growth rates, second only to the sluggish performance of 2019, a period marred by significant manufacturing hurdles. A similar slowdown was seen in Q3 2015, following the Model X launch, as Tesla grappled with the complexities of producing multiple models for the first time, a daunting task for the then-smaller company.This year, Tesla is grappling with other challenges beyond manufacturing, namely an increasingly crowded and competitive EV market and declining consumer purchasing power, pushing Tesla to cut prices aggressively to sustain volumes, thus impacting revenue and margins.Tesla. Graph Created by the AuthorWe believe that the sales trends observed in Q3 2023 will persist, if not intensify, in 2024. Tesla has a narrow product portfolio focused on the high-end of the market, leaving few options for budget-constrained customers who are now grappling with a higher cost of living.Tesla's 2022 launch of the Berlin and Texas Gigafactories, currently in their ramp-up stages and undergoing further expansion, adds substantially to the company's production capacity, now totaling north of 2 million vehicles annually. This increase in capacity necessitates a strategic shift towards maintaining high-volume sales, likely through price adjustments in this current environment. These dynamics reinforce our belief that current pricing trends will continue going into 2024.On the competition front in China, which represents between 20%-25% of Tesla sales, the market is saturated, with more than 200 registered EV companies. In 2020, capacity was 26.7 million EVs, four times the 2022 production rate, putting pressure on prices. The price war in China, initiated by Tesla earlier this year, is still raging on. Fast-growing EV manufacturer XPeng (XPEV) cut the selling price of its best-selling SUV, the G6, by $1400 this month. This year, Tesla cut the prices of Model Y and 3 more than industry giant BYD (OTCPK:BYDDF). Despite that, Chinese manufacturers have proven formidable challengers to Tesla's operations in Asia, with Tesla's market share declining to 10%, down from 13% a year ago.At the same time, we see 2024 being transformative for the EV sector in the U.S., marked by an unprecedented product launch wave. The U.S. constitutes roughly half of Tesla's sales. Nearly 50 new BEV models are expected to debut (or fully launch), bringing the total to around 90 models in the U.S. This represents a more than twofold increase from the number of available models at the beginning of 2023, signaling a significant and unprecedented expansion in the EV market. These unprecedented market dynamics will make the competitive pressures that pushed TSLA to cut prices and squeeze margins by 45% this year seem like a walk in the park. Additionally, this intensified competition casts doubt on the optimistic views predicated on Ford's (F) and General Motors (GM) decisions to scale back their EV production and sales targets last month.Data by YChartsMany of the new BEV models set to debut in 2024 come from well-known brands that already have a strong and dedicated customer base, entering the EV market for the first time. These include popular models like the Range Rover by Tata Motors (NSE: TATAMOTORS), Hummer by GM, and Ram Truck by Stellantis (STLA). These launches mark a significant step for these brands, known for reputation and customer loyalty, bringing the competitive dynamics for TSLA to a new level.The Range Rover, for example, is as good as it gets in comfort compared to any passenger vehicle class. Meanwhile, Tesla customers are going online to complain about noise and back pain when driving for extended periods.Tesla's notable customer satisfaction and loyalty can be attributed in part to its emphasis on delivering an exhilarating acceleration experience, a characteristic rooted in the company's initial focus on sports and performance vehicles. However, as more EV brands come to market with differentiated features and interior comfort, Tesla may find it harder to compete.Volvo (OTCPK:VLVLY) is introducing the EX30 and EX90, doubling its BEV all-electric product portfolio with exemplary specs. Mercedes (OTCPK:MBGAF) and Audi (part of the Volkswagen Group (OTCPK:VWAGY)), which have been hemorrhaging customers to Tesla, are introducing six new models (3 each), potentially reversing a trend that has helped Tesla's growth in prior years.Dual Setbacks? Open-Access and Closed LaunchesTesla's move to open-source its charging network is a bold strategy that undermines its competitive edge. This decision grants non-Tesla EV owners access to the extensive Supercharger network, previously a major Tesla exclusive. While this approach allows Tesla access to some of the $5 billion budget for charging network subsidies and is moral, one could argue that it strips Tesla of its unique first-mover advantage in charging infrastructure.On the other hand, the delay in the Cybertruck full commercial rollout marks a significant setback for Tesla, particularly as it was anticipated to be a major catalyst for growth in 2024, especially now that the competitive dynamics are intensifying. This postponement, now extending into another year, deprives Tesla of a critical growth driver it had been counting on for the upcoming year. Currently, the Cybertruck is Tesla's sole new model in active development. This delay represents a considerable blow to the company's growth strategy.In October, Elon Musk estimated 250,000 vehicles by 2025. However, historically, Tesla has experienced challenges and delays in ramping up production of new models, and estimates for 2024 vary among Wall Street analysts, ranging from 78,000 units (Morgan Stanley's (MS) conservative estimate) to 230,000 units (Wedbush's more optimistic forecast). We expect incremental ramp-up in production, with the impact of the Cybertruck rollout being gradual instead of transformative. Consequently, Tesla's growth will heavily rely on its existing product line-up going into 2024.The Cybertruck and Cyberbeast involve unique features (paywall) that come with unique engineering problems, further complicating their development process and potential adoption, but more importantly, has led to a significant increase in the selling price. Many news reports highlight the lower price of the Rear-Wheel Drive model set for 2025 delivery instead of the more expensive All-Wheel Drive model set for the 2024 line-up. The starting price of the 2024 model is $70,000, 40% higher than the starting price of F-150 Lighting. These model rollout dynamics reinforce our belief that the impact of the Tesla Cybertruck rollout will be incremental going into 2024.TeslaTesla's most recent addition, the Model Y, was introduced in 2019. It remains to be seen how the new revamped Model Y will impact the competitive dynamics, but given that it is produced in China, it will be excluded from the government subsidies in the US starting next month. Moreover, beyond the Model Y revamp, Tesla announced that Model Y Long-Range and Model 3 will no longer be eligible for tax credits, further supporting our cautious outlook on Tesla going into 2024.The state of Tesla's current portfolio, with the absence of new models since 2019, also touches on its CEO's busy schedule, being the head of 5-6 companies, at least three of them with multi-billion dollar operations, including X (Twitter), Space X, and Tesla. The question that comes to mind is whether Tesla's unimpressive revenue performance reflects an increasingly distracted CEO.Beyond 2024The impact of Tesla's recent price reductions on its brand image is an important consideration. A key component of Tesla's appeal has been its customers' sense of community and camaraderie, bolstered by a degree of exclusivity associated with owning a Tesla vehicle. However, these price cuts potentially erode this sense of exclusivity that comes with owning a high-end product.This also touches on Elon Musk's goal of growing sales from 1.7 million to 20 million in the next five to six years. Such an ambitious (perhaps too ambitious) goal necessitates expanding the company's product portfolio into the lower end of the market, which could impact the brand image that fuels its current growth. It would be interesting to see how the company balances market penetration ambitions with brand image. These strategic issues become more pressing as the company grows.Marketing considerations also come to mind. Tesla's direct-to-consumer model is often praised for enhancing customer experience and bypassing the traditional dealership model. However, considering the goal of selling 20 million vehicles, the value added by dealerships can't be overlooked. They offer broader reach, financial flexibility, and risk-sharing benefits. A recent Reuters report revealed unorthodox customer service practices to divert traffic away from Tesla's service centers, highlighting operational challenges in its current model that dealerships could potentially mitigate.Shifting gears, the impact of the recent product recalls also could impact the brand's reputation. Although such recalls are not uncommon, and in Tesla's case, have limited financial impact due to their digital nature that can be addressed remotely via over-the-air updates, these recalls are significant for two reasons. First is the magnitude, covering more than 2 million vehicles. Second, they relate to flaws in the Autopilot and FSD features. Tesla is fighting allegations of overstating the capabilities of its self-driving features. This is highlighted in court filings from victims of crashes involving Tesla's Autopilot and FSD systems.It is also essential to acknowledge that many of the features touted by Tesla Autopilot and Advanced Autopilot have been on the market for years, such as self-parking, assisted driving, lane maneuvering, and automated speed controls that incorporate traffic. The crux of the issue with Tesla seems to be how much it encourages customers to rely on these technologies. We believe that Tesla is pushing the boundaries of existing technology more aggressively than its peers with access to similar full self-driving (\"FSD\") capabilities, but who are adopting a more cautious and responsible approach to rolling out similar features. While innovative, this aggressive stance by Tesla increases the risks for its customers and, by extension, the public trust in the brand's commitment to safety.Is Growth Rate A Catalyst In 2024?The relationship between Tesla's revenue growth and stock performance has shown consistent inconsistency, challenging the conventional wisdom of associating revenue trends with stock price movements. It is clear that factors beyond mere revenue figures significantly influence its share price.In 2022, Tesla's revenue climbed by an impressive 53%, yet its stock price plunged by 70%. This contrasts sharply with the 100% surge in the stock value this year against a modest 2% rise in revenue on a trailing twelve-month (\"TTM\") basis. Back in 2021, the shares remained relatively stable for most of the year despite a substantial 70% increase in sales. Similarly, in 2018, Tesla witnessed a robust 82% growth in sales, but this did not translate into any significant movement in the stock price.Looking ahead to 2024, we expect modest revenue growth, supported by an expanding EV market, weighed against increasing competition. However, predicting the stock's performance based solely on these estimates would be unwise. Tesla's stock price trajectory seems more closely tied to the market's long-term perceptions and speculative views regarding the company's standing in its core automotive business and advancements in Artificial Intelligence.Tesla's Dojo microchip designs and the Optimus humanoid robot, while capturing significant public interest recently, are unlikely to present near-term breakthroughs going into 2024. Tesla's partnership with Taiwan Semiconductor (TSM) to produce the Dojo supercomputer chip highlights Tesla's efforts in AI machine learning, particularly for video training from its vehicle fleet. While the Dojo microchip is poised to enhance Tesla's neural net training capabilities and make it cheaper for Tesla to train its FSD models, the crashes, accidents, and recent recalls point that the road to FSD is marred with challenges.The Tesla Optimus Gen 2, the company's next-generation humanoid robot revealed earlier this month, has been built in a notably short span of eight months. The first prototype, bumblebee, was revealed in September 2022. This rapid development contrasts Boston Dynamics' years of refinement on its Atlas robot, a fact that quickly becomes apparent when watching the demo videos of the two.In any case, Tesla's venture into AI, microchip design, and robotics is exciting, but these are rapidly changing fields with significant risks, which raises the question of whether outsourcing these technologies might be a better value to investors. The challenges of Intel (INTC) in the semiconductor market serve as a reminder of the risks awaiting Tesla's new AI ventures.SummaryIn November, Elon Musk blamed high interest rates for Tesla's mediocre sales growth, but we believe that the company's challenges are far more complex. The rising interest rates do play a role, impacting consumer spending power and auto loan affordability. However, Tesla's issues extend beyond macroeconomic factors. The company is navigating a maturing EV market, where increasing competition, evolving consumer expectations, and technological advancements are reshaping the landscape.Given the high valuation and the lack of clear and immediate catalysts, we expect the Tesla, Inc. ticker to oscillate between a defined wide range in line with the post-pandemic rally range. Investors might want to consider adopting a range-trading strategy as a short-term hedge.We would consider Tesla for a rating upgrade, provided the company achieves certain milestones. Key to this is Tesla's ability to effectively navigate the competitive dynamics in its current market. This would be reflected in a substantial increase in revenue and a noteworthy improvement in profit margins in 2024. Additionally, the success in production and better-than-expected reception of the Cybertruck, especially considering the large scale of the U.S. truck market, could be decisive factors in upgrading Tesla's rating. Additionally, a crucial factor would be Tesla's strategic shift from a premium car brand to a mass-market vehicle producer. Success here would be indicated by sustained growth in unit sales, most likely via new product launches and an increased market share, particularly in developing and emerging markets.A potential downgrade in Tesla's rating could be driven by several factors. First, significant harm to the brand's reputation could be a critical trigger. This includes an increase in product recalls, particularly related to essential systems beyond auxiliary Autopilot services, such as suspension and steering components. Key metrics of such reputational damage would include a surge in negative media coverage, political scrutiny, and public statements questioning Tesla's product safety and quality beyond auxiliary services such as FSD and Autopilot.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257240614170680,"gmtCreate":1703836918226,"gmtModify":1703836922722,"author":{"id":"3577490230864593","authorId":"3577490230864593","name":"Longmanlee","avatar":"https://static.tigerbbs.com/666e2e5ae6ccc9d73e7d020e8b497df5","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"Gold will be more shine next year","listText":"Gold will be more shine next year","text":"Gold will be more shine next year","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257240614170680","repostId":"2395629772","repostType":4,"repost":{"id":"2395629772","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":1703826393,"share":"https://www.laohu8.com/m/news/2395629772?lang=&edition=full","pubTime":"2023-12-29 13:06","market":"fut","language":"en","title":"The Blockbuster Year in Stocks No One Saw Coming","url":"https://stock-news.laohu8.com/highlight/detail?id=2395629772","media":"Dow Jones","summary":"Almost no one thought 2023 would be a blockbuster year for stocks. They could hardly have been more wrong.The Federal Reserve raised interest rates at the fastest clip since the 1980s, a regional banking crisis felled Silicon Valley Bank, and war broke out in the Middle East. Yet stocks kept climbing.The S&P 500 is poised to finish the year up 25%, just 0.3% from its January 2022 record. The Dow Jones Industrial Average advanced 14% to top 37000 for the first time and set seven record closes in the final days of 2023. A mania surrounding artificial intelligence and big technology stocks sent the Nasdaq Composite soaring 44%.A year ago, everyone from the strategists at Wall Street banks to rap artist Cardi B was calling for a recession. Instead, inflation continued falling, consumers kept spending and the unemployment rate fell to 3.4%, the lowest level since 1969.The crisis left investors on edge that something else was sure to break in the financial system. The Fed, however, quickly s","content":"<html><head></head><body><p>Almost no one thought 2023 would be a blockbuster year for stocks. They could hardly have been more wrong.</p><p>The Federal Reserve raised interest rates at the fastest clip since the 1980s, a regional banking crisis felled Silicon Valley Bank, and war broke out in the Middle East. Yet stocks kept climbing.</p><p>The S&amp;P 500 is poised to finish the year up 25%, just 0.3% from its January 2022 record. The Dow Jones Industrial Average advanced 14% to top 37000 for the first time and set seven record closes in the final days of 2023. A mania surrounding artificial intelligence and big technology stocks sent the Nasdaq Composite soaring 44%.</p><p>It is a far cry from the doom and gloom many were bracing for at the start of 2023.</p><p>A year ago, everyone from the strategists at Wall Street banks to rap artist Cardi B was calling for a recession. Instead, inflation continued falling, consumers kept spending and the unemployment rate fell to 3.4%, the lowest level since 1969.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/516bee38823ac91b2541de6fe11c6a90\" tg-width=\"654\" tg-height=\"518\"/></p><p>In one of the biggest surprises of all, higher bond yields didn&#39;t turn out to be the boogeyman that many money managers feared. A historic bond rout -- which drove 10-year Treasury yields to 5% in October for the first time in 16 years -- sparked a stretch of stock volatility, but didn&#39;t stymie the rally for long.</p><p>Wall Street finally conceded that TINA, or the notion that &#34;there is no alternative to stocks,&#34; was over when a record torrent of cash flooded into money-market funds, the hottest investment of the year. Stocks found a second wind when bond yields pulled back: The 10-year Treasury yield sits at 3.849%.</p><p>&#34;When everybody&#39;s on the same side of the boat, it is time to look to the other side,&#34; said veteran investor Leon Cooperman, founder of Omega Advisors. Cooperman said he didn&#39;t anticipate the big gains in stocks, particularly among the technology behemoths that drove much of the S&amp;P 500&#39;s advance.</p><p>&#34;I&#39;ll be the first to admit, the stock market exceeded my expectations,&#34; Cooperman said.</p><p>Some investors say the strength shows that market moves often don&#39;t align with scary situations around the globe.</p><p>The war between Russia and Ukraine entered its second year and an attack on Israel by Hamas launched a war in the Middle East. The impact on markets was limited, and Brent crude futures fell 8.8% to $78.39 a barrel this year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c3adc3f4cf1f32bfea30d91cf4f8b73\" tg-width=\"643\" tg-height=\"523\"/></p><p>Of course, 2023 wasn&#39;t without turmoil. Soaring interest rates caught a number of regional banks flat-footed. At Silicon Valley Bank, deposits and the value of its bond portfolio fell sharply, eventually triggering a bank run and evoking memories of the global financial crisis more than a decade ago. First Republic Bank and other lenders also collapsed. Bank stocks swung wildly.</p><p>The crisis left investors on edge that something else was sure to break in the financial system. The Fed, however, quickly shored up confidence when it said depositors wouldn&#39;t lose the money they had stashed away at the lenders, stemming bank runs and averting the risk of a deeper catastrophe.</p><p>&#34;When the Fed tightens policy that quickly, something will break,&#34; said Steve Brown, a chief investment officer at Guggenheim Investments. &#34;Something did break, but they fixed it really quickly.&#34;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9f6d16c719c0f9451bc4ebfaa8dcff5\" tg-width=\"632\" tg-height=\"527\"/></p><p>Brown says he, too, expected a recession going into 2023 and was surprised by how many Americans weren&#39;t especially sensitive to the bruising pace of interest-rate increases. They opened their wallets for everything from Taylor Swift tickets ( Taylornomics, anyone?) to flights and restaurants. And profits started growing again at the biggest U.S. companies after three quarters of declines.</p><p>To be sure, many investors say it is premature to declare the Fed has pulled off a soft landing. Some investors are predicting a downturn next year, cautioning that it takes time for rate increases to ripple through the economy. In the past 11 Fed rate-hiking cycles, recessions have typically started about two years after the central bank begins raising interest rates, according to Deutsche Bank. This hiking cycle started in March 2022.</p><p>Others remain on edge, feeling it is too early to declare victory over inflation. Interest-rate futures suggest rates will fall more than a percentage point by the end of 2024. Whether the central bank will have to slash rates because of a recession, or whether it will be able to avert a downturn, remains a point of debate.</p><p>Some strategists warn that investors&#39; extreme optimism about the economy and markets is a cause of concern in and of itself. About two-thirds of investors recently polled by Bank of America are expecting a soft landing, a sharp about-face from the start of the year.</p><p>Goldman Sachs Group analysts, who correctly predicted that the economy wouldn&#39;t enter a recession in 2023, said they expect the S&amp;P 500 to end 2024 at 5100, a 6.6% jump from current levels.</p><p>But if investors have learned anything from 2023, it is the difficulty of making accurate predictions about the market&#39;s next turn.</p><p>Few anticipated that a mania over artificial intelligence would help power stocks to new heights. A blockbuster earnings report from Nvidia in May crowned the graphics-chip maker as the stock market&#39;s next star and launched a frenzy around AI that persisted for much of 2023.</p><p>The enthusiasm propelled tech shares higher, helping mask poor performance in other corners of the market. Nvidia more than tripled to lead the S&amp;P 500. The Magnificent Seven replaced FANG (or FAANG) as the favored nickname for the market&#39;s leaders. Nvidia, Apple, Microsoft, Alphabet, Amazon.com, Tesla and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> swelled to represent about 30% of the S&amp;P 500&#39;s market value and were responsible for much of its 2023 gains.</p><p>That left some strategists concerned about the narrow rally and the valuations commanded by those stocks. Nvidia, for example, trades at about 25 times its projected earnings over the next 12 months, while the S&amp;P 500 trades at around 20 times future earnings, above its historic averages.</p><p>Yet in the final weeks of the year, euphoria set in when the Fed indicated it would likely shift to trimming interest rates, rather than raising them.</p><p>An &#34;everything rally&#34; pushed up prices of assets -- from gold to bitcoin to risky corporate bonds and investments in far-reaching corners of the stock market. The S&amp;P 500 is poised to end the year on a nine-week winning streak, its longest such rally in nearly 20 years. Bitcoin prices more than doubled.</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>The Blockbuster Year in Stocks No One Saw Coming</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Blockbuster Year in Stocks No One Saw Coming\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\">2023-12-29 13:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Almost no one thought 2023 would be a blockbuster year for stocks. They could hardly have been more wrong.</p><p>The Federal Reserve raised interest rates at the fastest clip since the 1980s, a regional banking crisis felled Silicon Valley Bank, and war broke out in the Middle East. Yet stocks kept climbing.</p><p>The S&amp;P 500 is poised to finish the year up 25%, just 0.3% from its January 2022 record. The Dow Jones Industrial Average advanced 14% to top 37000 for the first time and set seven record closes in the final days of 2023. A mania surrounding artificial intelligence and big technology stocks sent the Nasdaq Composite soaring 44%.</p><p>It is a far cry from the doom and gloom many were bracing for at the start of 2023.</p><p>A year ago, everyone from the strategists at Wall Street banks to rap artist Cardi B was calling for a recession. Instead, inflation continued falling, consumers kept spending and the unemployment rate fell to 3.4%, the lowest level since 1969.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/516bee38823ac91b2541de6fe11c6a90\" tg-width=\"654\" tg-height=\"518\"/></p><p>In one of the biggest surprises of all, higher bond yields didn&#39;t turn out to be the boogeyman that many money managers feared. A historic bond rout -- which drove 10-year Treasury yields to 5% in October for the first time in 16 years -- sparked a stretch of stock volatility, but didn&#39;t stymie the rally for long.</p><p>Wall Street finally conceded that TINA, or the notion that &#34;there is no alternative to stocks,&#34; was over when a record torrent of cash flooded into money-market funds, the hottest investment of the year. Stocks found a second wind when bond yields pulled back: The 10-year Treasury yield sits at 3.849%.</p><p>&#34;When everybody&#39;s on the same side of the boat, it is time to look to the other side,&#34; said veteran investor Leon Cooperman, founder of Omega Advisors. Cooperman said he didn&#39;t anticipate the big gains in stocks, particularly among the technology behemoths that drove much of the S&amp;P 500&#39;s advance.</p><p>&#34;I&#39;ll be the first to admit, the stock market exceeded my expectations,&#34; Cooperman said.</p><p>Some investors say the strength shows that market moves often don&#39;t align with scary situations around the globe.</p><p>The war between Russia and Ukraine entered its second year and an attack on Israel by Hamas launched a war in the Middle East. The impact on markets was limited, and Brent crude futures fell 8.8% to $78.39 a barrel this year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c3adc3f4cf1f32bfea30d91cf4f8b73\" tg-width=\"643\" tg-height=\"523\"/></p><p>Of course, 2023 wasn&#39;t without turmoil. Soaring interest rates caught a number of regional banks flat-footed. At Silicon Valley Bank, deposits and the value of its bond portfolio fell sharply, eventually triggering a bank run and evoking memories of the global financial crisis more than a decade ago. First Republic Bank and other lenders also collapsed. Bank stocks swung wildly.</p><p>The crisis left investors on edge that something else was sure to break in the financial system. The Fed, however, quickly shored up confidence when it said depositors wouldn&#39;t lose the money they had stashed away at the lenders, stemming bank runs and averting the risk of a deeper catastrophe.</p><p>&#34;When the Fed tightens policy that quickly, something will break,&#34; said Steve Brown, a chief investment officer at Guggenheim Investments. &#34;Something did break, but they fixed it really quickly.&#34;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9f6d16c719c0f9451bc4ebfaa8dcff5\" tg-width=\"632\" tg-height=\"527\"/></p><p>Brown says he, too, expected a recession going into 2023 and was surprised by how many Americans weren&#39;t especially sensitive to the bruising pace of interest-rate increases. They opened their wallets for everything from Taylor Swift tickets ( Taylornomics, anyone?) to flights and restaurants. And profits started growing again at the biggest U.S. companies after three quarters of declines.</p><p>To be sure, many investors say it is premature to declare the Fed has pulled off a soft landing. Some investors are predicting a downturn next year, cautioning that it takes time for rate increases to ripple through the economy. In the past 11 Fed rate-hiking cycles, recessions have typically started about two years after the central bank begins raising interest rates, according to Deutsche Bank. This hiking cycle started in March 2022.</p><p>Others remain on edge, feeling it is too early to declare victory over inflation. Interest-rate futures suggest rates will fall more than a percentage point by the end of 2024. Whether the central bank will have to slash rates because of a recession, or whether it will be able to avert a downturn, remains a point of debate.</p><p>Some strategists warn that investors&#39; extreme optimism about the economy and markets is a cause of concern in and of itself. About two-thirds of investors recently polled by Bank of America are expecting a soft landing, a sharp about-face from the start of the year.</p><p>Goldman Sachs Group analysts, who correctly predicted that the economy wouldn&#39;t enter a recession in 2023, said they expect the S&amp;P 500 to end 2024 at 5100, a 6.6% jump from current levels.</p><p>But if investors have learned anything from 2023, it is the difficulty of making accurate predictions about the market&#39;s next turn.</p><p>Few anticipated that a mania over artificial intelligence would help power stocks to new heights. A blockbuster earnings report from Nvidia in May crowned the graphics-chip maker as the stock market&#39;s next star and launched a frenzy around AI that persisted for much of 2023.</p><p>The enthusiasm propelled tech shares higher, helping mask poor performance in other corners of the market. Nvidia more than tripled to lead the S&amp;P 500. The Magnificent Seven replaced FANG (or FAANG) as the favored nickname for the market&#39;s leaders. Nvidia, Apple, Microsoft, Alphabet, Amazon.com, Tesla and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> swelled to represent about 30% of the S&amp;P 500&#39;s market value and were responsible for much of its 2023 gains.</p><p>That left some strategists concerned about the narrow rally and the valuations commanded by those stocks. Nvidia, for example, trades at about 25 times its projected earnings over the next 12 months, while the S&amp;P 500 trades at around 20 times future earnings, above its historic averages.</p><p>Yet in the final weeks of the year, euphoria set in when the Fed indicated it would likely shift to trimming interest rates, rather than raising them.</p><p>An &#34;everything rally&#34; pushed up prices of assets -- from gold to bitcoin to risky corporate bonds and investments in far-reaching corners of the stock market. The S&amp;P 500 is poised to end the year on a nine-week winning streak, its longest such rally in nearly 20 years. Bitcoin prices more than doubled.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","SSO":"两倍做多标普500ETF","LU0082616367.USD":"摩根大通美国科技A（dist）","IVV":"标普500指数ETF","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","META":"Meta Platforms","BK4532":"文艺复兴科技持仓","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","SDS":"两倍做空标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","SH":"标普500反向ETF","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","SPXU":"三倍做空标普500ETF","BK4543":"AI","UPRO":"三倍做多标普500ETF","NVDA":"英伟达","SPY":"标普500ETF","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4549":"软银资本持仓","OEF":"标普100指数ETF-iShares","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","BK4548":"巴美列捷福持仓"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2395629772","content_text":"Almost no one thought 2023 would be a blockbuster year for stocks. They could hardly have been more wrong.The Federal Reserve raised interest rates at the fastest clip since the 1980s, a regional banking crisis felled Silicon Valley Bank, and war broke out in the Middle East. Yet stocks kept climbing.The S&P 500 is poised to finish the year up 25%, just 0.3% from its January 2022 record. The Dow Jones Industrial Average advanced 14% to top 37000 for the first time and set seven record closes in the final days of 2023. A mania surrounding artificial intelligence and big technology stocks sent the Nasdaq Composite soaring 44%.It is a far cry from the doom and gloom many were bracing for at the start of 2023.A year ago, everyone from the strategists at Wall Street banks to rap artist Cardi B was calling for a recession. Instead, inflation continued falling, consumers kept spending and the unemployment rate fell to 3.4%, the lowest level since 1969.In one of the biggest surprises of all, higher bond yields didn't turn out to be the boogeyman that many money managers feared. A historic bond rout -- which drove 10-year Treasury yields to 5% in October for the first time in 16 years -- sparked a stretch of stock volatility, but didn't stymie the rally for long.Wall Street finally conceded that TINA, or the notion that \"there is no alternative to stocks,\" was over when a record torrent of cash flooded into money-market funds, the hottest investment of the year. Stocks found a second wind when bond yields pulled back: The 10-year Treasury yield sits at 3.849%.\"When everybody's on the same side of the boat, it is time to look to the other side,\" said veteran investor Leon Cooperman, founder of Omega Advisors. Cooperman said he didn't anticipate the big gains in stocks, particularly among the technology behemoths that drove much of the S&P 500's advance.\"I'll be the first to admit, the stock market exceeded my expectations,\" Cooperman said.Some investors say the strength shows that market moves often don't align with scary situations around the globe.The war between Russia and Ukraine entered its second year and an attack on Israel by Hamas launched a war in the Middle East. The impact on markets was limited, and Brent crude futures fell 8.8% to $78.39 a barrel this year.Of course, 2023 wasn't without turmoil. Soaring interest rates caught a number of regional banks flat-footed. At Silicon Valley Bank, deposits and the value of its bond portfolio fell sharply, eventually triggering a bank run and evoking memories of the global financial crisis more than a decade ago. First Republic Bank and other lenders also collapsed. Bank stocks swung wildly.The crisis left investors on edge that something else was sure to break in the financial system. The Fed, however, quickly shored up confidence when it said depositors wouldn't lose the money they had stashed away at the lenders, stemming bank runs and averting the risk of a deeper catastrophe.\"When the Fed tightens policy that quickly, something will break,\" said Steve Brown, a chief investment officer at Guggenheim Investments. \"Something did break, but they fixed it really quickly.\"Brown says he, too, expected a recession going into 2023 and was surprised by how many Americans weren't especially sensitive to the bruising pace of interest-rate increases. They opened their wallets for everything from Taylor Swift tickets ( Taylornomics, anyone?) to flights and restaurants. And profits started growing again at the biggest U.S. companies after three quarters of declines.To be sure, many investors say it is premature to declare the Fed has pulled off a soft landing. Some investors are predicting a downturn next year, cautioning that it takes time for rate increases to ripple through the economy. In the past 11 Fed rate-hiking cycles, recessions have typically started about two years after the central bank begins raising interest rates, according to Deutsche Bank. This hiking cycle started in March 2022.Others remain on edge, feeling it is too early to declare victory over inflation. Interest-rate futures suggest rates will fall more than a percentage point by the end of 2024. Whether the central bank will have to slash rates because of a recession, or whether it will be able to avert a downturn, remains a point of debate.Some strategists warn that investors' extreme optimism about the economy and markets is a cause of concern in and of itself. About two-thirds of investors recently polled by Bank of America are expecting a soft landing, a sharp about-face from the start of the year.Goldman Sachs Group analysts, who correctly predicted that the economy wouldn't enter a recession in 2023, said they expect the S&P 500 to end 2024 at 5100, a 6.6% jump from current levels.But if investors have learned anything from 2023, it is the difficulty of making accurate predictions about the market's next turn.Few anticipated that a mania over artificial intelligence would help power stocks to new heights. A blockbuster earnings report from Nvidia in May crowned the graphics-chip maker as the stock market's next star and launched a frenzy around AI that persisted for much of 2023.The enthusiasm propelled tech shares higher, helping mask poor performance in other corners of the market. Nvidia more than tripled to lead the S&P 500. The Magnificent Seven replaced FANG (or FAANG) as the favored nickname for the market's leaders. Nvidia, Apple, Microsoft, Alphabet, Amazon.com, Tesla and Meta Platforms swelled to represent about 30% of the S&P 500's market value and were responsible for much of its 2023 gains.That left some strategists concerned about the narrow rally and the valuations commanded by those stocks. Nvidia, for example, trades at about 25 times its projected earnings over the next 12 months, while the S&P 500 trades at around 20 times future earnings, above its historic averages.Yet in the final weeks of the year, euphoria set in when the Fed indicated it would likely shift to trimming interest rates, rather than raising them.An \"everything rally\" pushed up prices of assets -- from gold to bitcoin to risky corporate bonds and investments in far-reaching corners of the stock market. The S&P 500 is poised to end the year on a nine-week winning streak, its longest such rally in nearly 20 years. Bitcoin prices more than doubled.","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":245347206156336,"gmtCreate":1700923117529,"gmtModify":1700923122735,"author":{"id":"3577490230864593","authorId":"3577490230864593","name":"Longmanlee","avatar":"https://static.tigerbbs.com/666e2e5ae6ccc9d73e7d020e8b497df5","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"Very obvious tesla demand is decreasing&nbsp;","listText":"Very obvious tesla demand is decreasing&nbsp;","text":"Very obvious tesla demand is decreasing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/245347206156336","repostId":"2386950976","repostType":4,"repost":{"id":"2386950976","pubTimestamp":1700882079,"share":"https://www.laohu8.com/m/news/2386950976?lang=&edition=full","pubTime":"2023-11-25 11:14","market":"us","language":"en","title":"Tesla Offers 6 Months Free Supercharging in Attempt to Boost Sales","url":"https://stock-news.laohu8.com/highlight/detail?id=2386950976","media":"Electrek","summary":"After a tough quarter, Tesla is now offering 6 months of free supercharging for all new Model 3 and Model Y orders that get delivered by the end of the year in North America.","content":"<html><head></head><body><p>After a tough quarter, Tesla is now offering 6 months of free supercharging for all new Model 3 and Model Y orders that get delivered by the end of the year in North America.</p><p>Tesla is gearing up for another “end of quarter push,” attempting to boost sales before the quarter and year close out.</p><p>It has already discounted new vehicle inventory by up to $3,000, but now it’s offering another incentive for new buyers: free supercharging.</p><p>According to Tesla’s website, you can now get 6 months of free supercharging if you buy and take delivery of a Model 3 or Model Y by December 31, 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f153d41ef3830ea1d80d4cfef90548d1\" tg-width=\"1024\" tg-height=\"486\"/></p><p>There are some restrictions here, though the most interesting one is that Tesla says it can remove your benefit “in the event of excessive charging.” We’ve seen Tesla be a little capricious before about benefits like these, so any wiggle room it gives itself should be taken with some skepticism.</p><p>This is a relatively common incentive for Tesla to offer, and has been a standard “demand lever” in Tesla’s quiver for previous end of quarter pushes. It’s also currently offering a transfer of free unlimited supercharging from vehicles who still have that legacy benefit as long as they purchase a new vehicle by the end of this year.</p><p>Last quarter, Tesla had a tough one, missing on both revenue and earnings. So it’s looking for incentives to boost sales and finish out the year strong.</p><p>At the beginning of this quarter, Tesla slashed lease pricing for the 3 and Y, and also announced that it expects to lose half of the US federal EV tax credit on the 3 by the end of the year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03215ab6922c5a09a8ba8b4a49a79c3a\" tg-width=\"1024\" tg-height=\"422\"/></p><p>These are all good reasons to take delivery soon – but then there’s the competing incentive that the much-improved Model 3 Highland should be coming to North America at the beginning of next year, so some buyers might want to wait for the latest and greatest. Though that doesn’t apply to the Model Y, which isn’t getting a refresh anytime soon.</p><h2 id=\"id_4164503827\">Electrek’s Take</h2><p>Free supercharging incentives work well, because new EV buyers can compare it to their current monthly cost of gas and imagine rather large savings – even though most EV charging is much cheaper than gas and happens at home. But for those who can’t charge at home, or who might not have their charging situation figured out right when they get their EV, a few months of free supercharging can be a great bonus to start off the ownership experience right.</p><p>And it’s an easy, low-cost way for Tesla to get people in the door, so that’s nice.</p><p>But as for other things that are easy, low-cost ways to incent people to buy your cars, perhaps Tesla should attempt the tried-and-true method of not having your CEO loudly spread Nazi conspiracy theories. I know it sounds crazy, but maybe it’s worth a go.</p></body></html>","source":"electrek_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Offers 6 Months Free Supercharging in Attempt to Boost Sales</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 Offers 6 Months Free Supercharging in Attempt to Boost Sales\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-25 11:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://electrek.co/2023/11/24/tesla-offers-6-months-free-supercharging-in-attempt-to-boost-sales/><strong>Electrek</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a tough quarter, Tesla is now offering 6 months of free supercharging for all new Model 3 and Model Y orders that get delivered by the end of the year in North America.Tesla is gearing up for ...</p>\n\n<a href=\"https://electrek.co/2023/11/24/tesla-offers-6-months-free-supercharging-in-attempt-to-boost-sales/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLA":"特斯拉"},"source_url":"https://electrek.co/2023/11/24/tesla-offers-6-months-free-supercharging-in-attempt-to-boost-sales/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2386950976","content_text":"After a tough quarter, Tesla is now offering 6 months of free supercharging for all new Model 3 and Model Y orders that get delivered by the end of the year in North America.Tesla is gearing up for another “end of quarter push,” attempting to boost sales before the quarter and year close out.It has already discounted new vehicle inventory by up to $3,000, but now it’s offering another incentive for new buyers: free supercharging.According to Tesla’s website, you can now get 6 months of free supercharging if you buy and take delivery of a Model 3 or Model Y by December 31, 2023.There are some restrictions here, though the most interesting one is that Tesla says it can remove your benefit “in the event of excessive charging.” We’ve seen Tesla be a little capricious before about benefits like these, so any wiggle room it gives itself should be taken with some skepticism.This is a relatively common incentive for Tesla to offer, and has been a standard “demand lever” in Tesla’s quiver for previous end of quarter pushes. It’s also currently offering a transfer of free unlimited supercharging from vehicles who still have that legacy benefit as long as they purchase a new vehicle by the end of this year.Last quarter, Tesla had a tough one, missing on both revenue and earnings. So it’s looking for incentives to boost sales and finish out the year strong.At the beginning of this quarter, Tesla slashed lease pricing for the 3 and Y, and also announced that it expects to lose half of the US federal EV tax credit on the 3 by the end of the year.These are all good reasons to take delivery soon – but then there’s the competing incentive that the much-improved Model 3 Highland should be coming to North America at the beginning of next year, so some buyers might want to wait for the latest and greatest. Though that doesn’t apply to the Model Y, which isn’t getting a refresh anytime soon.Electrek’s TakeFree supercharging incentives work well, because new EV buyers can compare it to their current monthly cost of gas and imagine rather large savings – even though most EV charging is much cheaper than gas and happens at home. But for those who can’t charge at home, or who might not have their charging situation figured out right when they get their EV, a few months of free supercharging can be a great bonus to start off the ownership experience right.And it’s an easy, low-cost way for Tesla to get people in the door, so that’s nice.But as for other things that are easy, low-cost ways to incent people to buy your cars, perhaps Tesla should attempt the tried-and-true method of not having your CEO loudly spread Nazi conspiracy theories. I know it sounds crazy, but maybe it’s worth a go.","news_type":1},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236370629165064,"gmtCreate":1698740486849,"gmtModify":1698741654293,"author":{"id":"3577490230864593","authorId":"3577490230864593","name":"Longmanlee","avatar":"https://static.tigerbbs.com/666e2e5ae6ccc9d73e7d020e8b497df5","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>&nbsp;dont catch the falling knife&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>&nbsp;dont catch the falling knife&nbsp;","text":"$Tesla Motors(TSLA)$ dont catch the falling knife","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/236370629165064","isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236370342989856,"gmtCreate":1698740281824,"gmtModify":1698740286973,"author":{"id":"3577490230864593","authorId":"3577490230864593","name":"Longmanlee","avatar":"https://static.tigerbbs.com/666e2e5ae6ccc9d73e7d020e8b497df5","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"Yes definitely... Get ride before it fly to the moon","listText":"Yes definitely... Get ride before it fly to the moon","text":"Yes definitely... Get ride before it fly to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236370342989856","repostId":"2379758931","repostType":2,"repost":{"id":"2379758931","pubTimestamp":1698741130,"share":"https://www.laohu8.com/m/news/2379758931?lang=&edition=full","pubTime":"2023-10-31 16:32","market":"us","language":"en","title":"Amazon Is Getting Inexpensive After This Pivotal Quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=2379758931","media":"Seekingalpha","summary":"Amazon's Q3 2023 earnings exceeded expectations, with $0.94 EPS and $143.1 billion in revenue.The company has addressed previous concerns about generating cash flow and increasing margins.Amazon's foc","content":"<html><head></head><body><ul style=\"\"><li><p>Amazon&#39;s Q3 2023 earnings exceeded expectations, with $0.94 EPS and $143.1 billion in revenue.</p></li><li><p>The company has addressed previous concerns about generating cash flow and increasing margins.</p></li><li><p>Amazon&#39;s focus on artificial intelligence and its strong performance in AWS make it a promising long-term investment.</p></li></ul><p>Through increasing geopolitical tensions and a tightening macroeconomic environment, Andy Jassy earned his stripes as Amazon crushed Q3 2023 earnings. I have been a long-term AMZN shareholder and was extremely critical of their operational results during previous periods. On Thursday, 10/26, AMZN delivered a top and bottom line beat as they posted $0.94 in EPS and $143.1 billion in revenue for the Q3 earnings after the bell. Q3 was a cumulation of everything working as AMZN delivered on operational excellence. As we come closer to a Fed pivot, I feel AMZN is positioned to make new highs during the easing cycle as the cost of capital becomes cheaper and we enter a period of expansion. Things could be choppy going into 2024, but I think AMZN is a long-term buy, as this was the quarter that illustrated their long-term potential.</p><h2 id=\"id_1925514144\">Amazon came out swinging in Q3, and this is what I have been waiting for</h2><p>If you have read my previous articles on AMZN (can be found here), I was neutral in the spring and summer of 2022 and again in February of 2023. My investment case started to change as I became less convinced that AMZN could control costs, increase margins, and get away from AWS representing most or all of its operating income. I was also concerned about AMZN&#39;s ability to generate cash from its operations, as its free cash flow (FCF) was negative for a period of time. Things started to improve in Q1 of 2023, then AMZN built on the momentum in Q2, and in Q3, they knocked it out of the park. Some investors may not realize how strong of a quarter this is based on what the macroeconomic environment looks like, and if AMZN is able to do this with rates where they are, I can&#39;t wait to see what they deliver when the Fed actually pivots.</p><p>To sum up the quarter before diving into what is making me super bullish again, AMZN saw its net sales increase 13% to $143.1 billion in Q3. The North American segment grew 11% YoY while the International increased 16% YoY. In cloud, AWS remained strong as it saw 12% YoY growth, which helped drive AMZN&#39;s operating income to $11.2 billion. In addition to the numbers, AMZN is turning into an Artificial Intelligence (AI) play. AMZN launched an AI–powered feature that lets shoppers determine what other customers say about a product before reading through reviews. AMZN introduced generative AI capabilities to help sellers create product listings and incorporated conversational AI capabilities into Alexia. AMZN also announced AI-driven commitments and expansions from AWS customers, including BMW Group, Occidental Petroleum (OXY), and PWC, as AMZN entered into a strategic collaboration to advance generative AI with Anthropic. AI isn&#39;t going away, and AMZN is finding ways to leverage AI into their AWS cloud infrastructure and to benefit both buyers and sellers on the Amazon Marketplace. AMZN is going to make its products better and more powerful through AI, and if AI becomes the next technological revolution the way the cloud was, shares of AMZN could ultimately benefit.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a74f0a2f89ccd31bd54bd87188581a7\" title=\"\" tg-width=\"640\" tg-height=\"396\"/></p><p>Steven Fiorillo, Amazon</p><p>From a numbers standpoint, AMZN is eradicating my concerns, and I am excited for the future. What were once my two largest concerns have turned into operational strengths for AMZN. My first concern was AMZN&#39;s ability to generate FCF. There was a period from Q4 2021 through Q1 2023 where AMZN&#39;s FCF on a trailing twelve-month (TTM) basis was negative. Above, I have mapped out AMZN&#39;s operating cash flow, CapEx, and FCF on a TTM basis since Q1 of 2020. From Q1 of 2021 to Q2 of 2022, AMZN&#39;s cash from operations declined by $31.64 billion, while CapEx increased by $18.26 billion on a TTM basis. In Q2 of 2022, AMZN&#39;s FCF was -$23.49 billion as they were allocating a tremendous amount of capital toward CapEx without the results to show from it. Ultimately, their capital-intensive investments paid off, and AMZN has grown its cash from operations and FCF QoQ on a TTM basis since Q2 2022. Over the past 5 quarters, AMZN&#39;s cash from operations on a TTM basis has increased by 101% or $36.08 billion, while its FCF grew from -$23.49 billion to $21.43 billion. The other positive aspect is that during a rising rate environment and a still inflationary period, AMZN has seen its CapEx decline over the past 4 quarters on a TTM basis while its cash from operations grows. AMZN may have put itself in a position where CapEx will continue to decline, and the FCF will continue to increase.</p><p>The other aspect that I was concerned about was how the operational income was cannibalized by AWS. There was a period from Q4 2021 through Q4 2022 where the North American segment lost money each quarter. After a string of 5 quarters of losses, the North American segment has put together 3 consecutive quarters of YoY top-line growth and QoQ profitability. In Q4 2022, North America lost $240 million and has been profitable since then, with the segment producing $4.31 billion in operating income in Q3 2023.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7db1078c23f5a428ccb866a877466572\" title=\"\" tg-width=\"640\" tg-height=\"391\"/></p><p>Steven Fiorillo, Amazon</p><p>The International Segment is becoming less of a problem. Losses amounted to -$2.47 billion in Q3 of 2022, and there were 6 consecutive quarters where the International Segment lost more than -$1 billion. Since Q3 2022, the losses have improved QoQ, and the International segment almost broke even in Q3 2023 after only losing -$95,000,000.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aec7e92d8803164d8a01a1e2c39f77ba\" title=\"\" tg-width=\"640\" tg-height=\"396\"/></p><p>Steven Fiorillo, Amazon</p><p>AWS continues to be AMZN&#39;s crown jewel, as Q3 was its largest quarter from a revenue and profitability standpoint. AWS grew by 4.15% ($919 million) QoQ while generating an additional 30.03% ($1.61 billion) in operating income. In the TTM AWS has produced $87.93 billion in revenue and operated at a 25.78% margin, generating $22.67 billion in operating income. AWS continues to grow on the top and bottom line, and it&#39;s even more impactful as AWS is no longer the only profit center for AMZN.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/925054f5c1323b007ce265a1467fecf5\" title=\"\" tg-width=\"640\" tg-height=\"396\"/></p><p>Steven Fiorillo, Amazon</p><p>AMZN answered my questions, and I am thrilled with the direction in which their finances are moving. AMZN operated at a 10.93% operating income margin in Q3, and while the majority of their business is a low-margin business, there is still tremendous growth on the horizon. According to the St. Louis Fed E-Commerce sales were only 15.4% of total retail sales in Q2 of 2023 and have yet to exceed 16.5% since Q2 2020. At the end of 2022, McKinsey Digital estimated that roughly $3 trillion of EBITDA value would be up for grabs by 2030 after expanding its methodology throughout the Forbes Global 2000 companies from the US Fortune 500 companies. As the year&#39;s progress, AMZN could significantly capture additional business in both retail and cloud, which would drive its top and bottom lines higher. Based on the amount of CapEx they have allocated, I think AMZN has positioned itself uniquely and could have tailwinds that boost their top and bottom lines for years to come.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16c18f65423bd839e5f608d8cdab2598\" title=\"\" tg-width=\"640\" tg-height=\"396\"/></p><p>Steven Fiorillo, Amazon</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f39fd7d0c3eccb2d0fcb790639d65f31\" title=\"\" tg-width=\"640\" tg-height=\"212\"/></p><p>ST. Louis Fed</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e954b80bf528e37b4fd6ec350ca641f\" title=\"\" tg-width=\"640\" tg-height=\"598\"/></p><p>McKinsey &amp; Company</p><h2 id=\"id_3161187371\">Amazon is looking very interesting based on the macroeconomic environment and its valuation going into 2024</h2><p>The Fed has pushed rates to the highest they have been since the early 80s. The risk-free rate of return has become more appealing week by week as the current 12-month treasury yields 5.42%, and the 10-year treasury yields 4.85% while the cost of capital continues to increase. Mortgages are at 10-year highs over 7%, while mortgage applications are at 10-year lows. We continue to experience tighter financial conditions, additional geopolitical risks, and diverging growth cycles. Core CPI continues to fall, and it has now reached its lowest level since September 2021. The CME Group Fed Watch Tool is now forecasting an 11.8% chance of a .25 bps increase in rates in November and a 31.4% chance for a .25 bps increase in December. Looking out to the end of 2024, CME Group has the highest conviction that rates will be between 450 - 475 bps and a 63.3% chance rates will be between 4 - 4.75 bps.</p><p>Nobody knows what the Fed is going to do, and maybe they increase 25 bps before the year is over. We&#39;re headed into an election year, Core CPI continues to fall, and there are signs that price stability is occurring. While Jerome Powell has remained hawkish, there are many indications that the Fed will pivot in 2023. As the Fed pivots, the cost of capital will become reduced, and we could enter into a period of expansion. As rates decline, both businesses and individuals will see lower carrying costs on debt, and this sets up well for AMZN. AMZN has been able to turn its business around with rates at the highest they have been in decades, and we could see a strong continuation of this trend as a pivot occurs. If the Fed does take rates to the mid-4s in 2024 and into the 3s in 2023, the EPS estimates for AMZN could turn out to be conservative.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d27acd51826fd693a76a0d494fe9ab8\" title=\"\" tg-width=\"640\" tg-height=\"322\"/></p><p>CME Group</p><p>I have updated the EPS and FCF tables with AMZN&#39;s latest results and we’re waiting for Apple (AAPL) to report. This is the cheapest AMZN has looked in a long time, as shares are trading at 48.57x 2023 earnings and 27.71x 2025 earnings. AMZN is expected to grow its EPS by 75.29% from the end of 2023 through 2025 from $2.63 to $4.61. However, if we get a Fed that becomes dovish and inflation that goes from sticky back to acceptable in 2024, these projections could be understated. The question for me becomes, is AMZN worth buying at 27.71x 2025 earnings knowing that there is a lot of growth on the horizon and the possibility that additional growth isn&#39;t factored in based on where cloud and E-Commerce are and what could occur with rates? AMZN is also trading at 77.89x its FCF, which is a huge step in the right direction, as it was previously trading at a negative figure. As CapEx continues to decline and AMZN grows, its FCF metric could get even more attractive and push the valuation higher.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc671b5c95708f02dd55ade90a19ccdc\" title=\"\" tg-width=\"640\" tg-height=\"105\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2d4234be9a35613a270d2c8790aed39\" title=\"\" tg-width=\"640\" tg-height=\"117\"/></p><p>Steven Fiorillo, Seeking Alpha</p><h2 id=\"id_600633306\">Conclusion</h2><p>I believe that Q3 2023 solidified the bull case for AMZN going into the holiday season and 2024. AMZN is controlling costs, generating a profit outside of AWS, increasing its margins, and growing its profitability. AMZN delivered operational efficiency and results in a restrictive environment as their business continues to withstand macro and geopolitical headwinds. This could be the cheapest AMZN has looked based on a valuation level in some time, and I am planning on adding to my position. AMZN has a lot of tailwinds at its back and is positioned to benefit when the Fed pivots and the cost of capital becomes less restrictive. Unless the geopolitical landscape escalates, I think we will see a bull market in 2024, AMZN could retest its all-time highs and maybe exceed them.</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>Amazon Is Getting Inexpensive After This Pivotal Quarter</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Is Getting Inexpensive After This Pivotal Quarter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-31 16:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4644833-amazon-is-getting-inexpensive-after-this-pivotal-quarter><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon's Q3 2023 earnings exceeded expectations, with $0.94 EPS and $143.1 billion in revenue.The company has addressed previous concerns about generating cash flow and increasing margins.Amazon's ...</p>\n\n<a href=\"https://seekingalpha.com/article/4644833-amazon-is-getting-inexpensive-after-this-pivotal-quarter\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4644833-amazon-is-getting-inexpensive-after-this-pivotal-quarter","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2379758931","content_text":"Amazon's Q3 2023 earnings exceeded expectations, with $0.94 EPS and $143.1 billion in revenue.The company has addressed previous concerns about generating cash flow and increasing margins.Amazon's focus on artificial intelligence and its strong performance in AWS make it a promising long-term investment.Through increasing geopolitical tensions and a tightening macroeconomic environment, Andy Jassy earned his stripes as Amazon crushed Q3 2023 earnings. I have been a long-term AMZN shareholder and was extremely critical of their operational results during previous periods. On Thursday, 10/26, AMZN delivered a top and bottom line beat as they posted $0.94 in EPS and $143.1 billion in revenue for the Q3 earnings after the bell. Q3 was a cumulation of everything working as AMZN delivered on operational excellence. As we come closer to a Fed pivot, I feel AMZN is positioned to make new highs during the easing cycle as the cost of capital becomes cheaper and we enter a period of expansion. Things could be choppy going into 2024, but I think AMZN is a long-term buy, as this was the quarter that illustrated their long-term potential.Amazon came out swinging in Q3, and this is what I have been waiting forIf you have read my previous articles on AMZN (can be found here), I was neutral in the spring and summer of 2022 and again in February of 2023. My investment case started to change as I became less convinced that AMZN could control costs, increase margins, and get away from AWS representing most or all of its operating income. I was also concerned about AMZN's ability to generate cash from its operations, as its free cash flow (FCF) was negative for a period of time. Things started to improve in Q1 of 2023, then AMZN built on the momentum in Q2, and in Q3, they knocked it out of the park. Some investors may not realize how strong of a quarter this is based on what the macroeconomic environment looks like, and if AMZN is able to do this with rates where they are, I can't wait to see what they deliver when the Fed actually pivots.To sum up the quarter before diving into what is making me super bullish again, AMZN saw its net sales increase 13% to $143.1 billion in Q3. The North American segment grew 11% YoY while the International increased 16% YoY. In cloud, AWS remained strong as it saw 12% YoY growth, which helped drive AMZN's operating income to $11.2 billion. In addition to the numbers, AMZN is turning into an Artificial Intelligence (AI) play. AMZN launched an AI–powered feature that lets shoppers determine what other customers say about a product before reading through reviews. AMZN introduced generative AI capabilities to help sellers create product listings and incorporated conversational AI capabilities into Alexia. AMZN also announced AI-driven commitments and expansions from AWS customers, including BMW Group, Occidental Petroleum (OXY), and PWC, as AMZN entered into a strategic collaboration to advance generative AI with Anthropic. AI isn't going away, and AMZN is finding ways to leverage AI into their AWS cloud infrastructure and to benefit both buyers and sellers on the Amazon Marketplace. AMZN is going to make its products better and more powerful through AI, and if AI becomes the next technological revolution the way the cloud was, shares of AMZN could ultimately benefit.Steven Fiorillo, AmazonFrom a numbers standpoint, AMZN is eradicating my concerns, and I am excited for the future. What were once my two largest concerns have turned into operational strengths for AMZN. My first concern was AMZN's ability to generate FCF. There was a period from Q4 2021 through Q1 2023 where AMZN's FCF on a trailing twelve-month (TTM) basis was negative. Above, I have mapped out AMZN's operating cash flow, CapEx, and FCF on a TTM basis since Q1 of 2020. From Q1 of 2021 to Q2 of 2022, AMZN's cash from operations declined by $31.64 billion, while CapEx increased by $18.26 billion on a TTM basis. In Q2 of 2022, AMZN's FCF was -$23.49 billion as they were allocating a tremendous amount of capital toward CapEx without the results to show from it. Ultimately, their capital-intensive investments paid off, and AMZN has grown its cash from operations and FCF QoQ on a TTM basis since Q2 2022. Over the past 5 quarters, AMZN's cash from operations on a TTM basis has increased by 101% or $36.08 billion, while its FCF grew from -$23.49 billion to $21.43 billion. The other positive aspect is that during a rising rate environment and a still inflationary period, AMZN has seen its CapEx decline over the past 4 quarters on a TTM basis while its cash from operations grows. AMZN may have put itself in a position where CapEx will continue to decline, and the FCF will continue to increase.The other aspect that I was concerned about was how the operational income was cannibalized by AWS. There was a period from Q4 2021 through Q4 2022 where the North American segment lost money each quarter. After a string of 5 quarters of losses, the North American segment has put together 3 consecutive quarters of YoY top-line growth and QoQ profitability. In Q4 2022, North America lost $240 million and has been profitable since then, with the segment producing $4.31 billion in operating income in Q3 2023.Steven Fiorillo, AmazonThe International Segment is becoming less of a problem. Losses amounted to -$2.47 billion in Q3 of 2022, and there were 6 consecutive quarters where the International Segment lost more than -$1 billion. Since Q3 2022, the losses have improved QoQ, and the International segment almost broke even in Q3 2023 after only losing -$95,000,000.Steven Fiorillo, AmazonAWS continues to be AMZN's crown jewel, as Q3 was its largest quarter from a revenue and profitability standpoint. AWS grew by 4.15% ($919 million) QoQ while generating an additional 30.03% ($1.61 billion) in operating income. In the TTM AWS has produced $87.93 billion in revenue and operated at a 25.78% margin, generating $22.67 billion in operating income. AWS continues to grow on the top and bottom line, and it's even more impactful as AWS is no longer the only profit center for AMZN.Steven Fiorillo, AmazonAMZN answered my questions, and I am thrilled with the direction in which their finances are moving. AMZN operated at a 10.93% operating income margin in Q3, and while the majority of their business is a low-margin business, there is still tremendous growth on the horizon. According to the St. Louis Fed E-Commerce sales were only 15.4% of total retail sales in Q2 of 2023 and have yet to exceed 16.5% since Q2 2020. At the end of 2022, McKinsey Digital estimated that roughly $3 trillion of EBITDA value would be up for grabs by 2030 after expanding its methodology throughout the Forbes Global 2000 companies from the US Fortune 500 companies. As the year's progress, AMZN could significantly capture additional business in both retail and cloud, which would drive its top and bottom lines higher. Based on the amount of CapEx they have allocated, I think AMZN has positioned itself uniquely and could have tailwinds that boost their top and bottom lines for years to come.Steven Fiorillo, AmazonST. Louis FedMcKinsey & CompanyAmazon is looking very interesting based on the macroeconomic environment and its valuation going into 2024The Fed has pushed rates to the highest they have been since the early 80s. The risk-free rate of return has become more appealing week by week as the current 12-month treasury yields 5.42%, and the 10-year treasury yields 4.85% while the cost of capital continues to increase. Mortgages are at 10-year highs over 7%, while mortgage applications are at 10-year lows. We continue to experience tighter financial conditions, additional geopolitical risks, and diverging growth cycles. Core CPI continues to fall, and it has now reached its lowest level since September 2021. The CME Group Fed Watch Tool is now forecasting an 11.8% chance of a .25 bps increase in rates in November and a 31.4% chance for a .25 bps increase in December. Looking out to the end of 2024, CME Group has the highest conviction that rates will be between 450 - 475 bps and a 63.3% chance rates will be between 4 - 4.75 bps.Nobody knows what the Fed is going to do, and maybe they increase 25 bps before the year is over. We're headed into an election year, Core CPI continues to fall, and there are signs that price stability is occurring. While Jerome Powell has remained hawkish, there are many indications that the Fed will pivot in 2023. As the Fed pivots, the cost of capital will become reduced, and we could enter into a period of expansion. As rates decline, both businesses and individuals will see lower carrying costs on debt, and this sets up well for AMZN. AMZN has been able to turn its business around with rates at the highest they have been in decades, and we could see a strong continuation of this trend as a pivot occurs. If the Fed does take rates to the mid-4s in 2024 and into the 3s in 2023, the EPS estimates for AMZN could turn out to be conservative.CME GroupI have updated the EPS and FCF tables with AMZN's latest results and we’re waiting for Apple (AAPL) to report. This is the cheapest AMZN has looked in a long time, as shares are trading at 48.57x 2023 earnings and 27.71x 2025 earnings. AMZN is expected to grow its EPS by 75.29% from the end of 2023 through 2025 from $2.63 to $4.61. However, if we get a Fed that becomes dovish and inflation that goes from sticky back to acceptable in 2024, these projections could be understated. The question for me becomes, is AMZN worth buying at 27.71x 2025 earnings knowing that there is a lot of growth on the horizon and the possibility that additional growth isn't factored in based on where cloud and E-Commerce are and what could occur with rates? AMZN is also trading at 77.89x its FCF, which is a huge step in the right direction, as it was previously trading at a negative figure. As CapEx continues to decline and AMZN grows, its FCF metric could get even more attractive and push the valuation higher.Steven Fiorillo, Seeking AlphaSteven Fiorillo, Seeking AlphaConclusionI believe that Q3 2023 solidified the bull case for AMZN going into the holiday season and 2024. AMZN is controlling costs, generating a profit outside of AWS, increasing its margins, and growing its profitability. AMZN delivered operational efficiency and results in a restrictive environment as their business continues to withstand macro and geopolitical headwinds. This could be the cheapest AMZN has looked based on a valuation level in some time, and I am planning on adding to my position. AMZN has a lot of tailwinds at its back and is positioned to benefit when the Fed pivots and the cost of capital becomes less restrictive. Unless the geopolitical landscape escalates, I think we will see a bull market in 2024, AMZN could retest its all-time highs and maybe exceed them.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":231835876179976,"gmtCreate":1697630654103,"gmtModify":1697630657696,"author":{"id":"3577490230864593","authorId":"3577490230864593","name":"Longmanlee","avatar":"https://static.tigerbbs.com/666e2e5ae6ccc9d73e7d020e8b497df5","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>opportunity......be greed when others are fear, thanks Mr Biden&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>opportunity......be greed when others are fear, thanks Mr Biden&nbsp;","text":"$NVIDIA Corp(NVDA)$ opportunity......be greed when others are fear, thanks Mr Biden","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/231835876179976","isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":759571104252080,"gmtCreate":1687366984273,"gmtModify":1687366987495,"author":{"id":"3577490230864593","authorId":"3577490230864593","name":"Longmanlee","avatar":"https://static.tigerbbs.com/666e2e5ae6ccc9d73e7d020e8b497df5","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"I don't think so","listText":"I don't think so","text":"I don't think so","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/759571104252080","repostId":"2345267956","repostType":2,"repost":{"id":"2345267956","pubTimestamp":1687361078,"share":"https://www.laohu8.com/m/news/2345267956?lang=&edition=full","pubTime":"2023-06-21 23:24","market":"us","language":"en","title":"Tesla: Riding The Wave","url":"https://stock-news.laohu8.com/highlight/detail?id=2345267956","media":"Seekingalpha","summary":"SummaryTesla, Inc. stock seems primed for further gains.Our view is that risks arising from Tesla's ","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Tesla, Inc. stock seems primed for further gains.</p></li><li><p>Our view is that risks arising from Tesla&#39;s price cuts might be phased out by softening material costs.</p></li><li><p>Entry into new business markets provides potential for financial benefits and synergies such as cross-sales.</p></li><li><p>Risks such as potential asset impairments, the stock&#39;s volatility, and industry fragmentation persist.</p></li><li><p>However, key valuation metrics coupled with our analysis leaves us with the conclusion that Tesla&#39;s stock remains grossly undervalued.</p></li></ul><p>As <a href=\"https://laohu8.com/S/TSLA\">Tesla, Inc.</a> stock has gained more than 50% since our previous article, we thought it would be prudent to provide our readers with an update on our outlook on the stock.</p><p>Today&#39;s article, titled: &#34;Riding the Wave,&#34; replaces our previous thesis, &#34;The Show Goes On,&#34; which echoes our belief that Tesla is now well and truly a momentum play. A few months ago, we still deemed the stock a contrarian pick; however, in today&#39;s article, we argue that the structural changes needed to boost the stock have been realized and will likely sustain in the coming quarters.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b55206ca3d5c1f00a779521b840e68c0\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"584\" tg-height=\"250\"/><span>Seeking Alpha</span></p><p>Without further delay, let&#39;s delve into a deeper discussion about our latest findings on Tesla&#39;s stock.</p><h2>Operational Update</h2><h3>Current Value Drivers</h3><p>Based on anecdotes, most analysts and market commentators seem focused on Tesla&#39;s product price cuts, suggesting that it might derail the company&#39;s profit margins. However, a few factors are overlooked.</p><p>Firstly, yes, aspects like more stringent electric vehicle (&#34;EV&#34;) tax credits and waning demand has asserted pressure on the company to lower its prices. Nevertheless, everyone seems to be ignoring variables such as lower material costs, a softer labor market, a potential market share increase (due to price cutting), and demand elasticity.</p><p>Moreover, many analysts are looking backward instead of examining the prospects for future demand. For instance, won&#39;t consumer confidence be reinvigorated with an interest rate pivot likely to realize in 2024? The theory of consumer utility certainly suggests so.</p><p>I am not implying that softer product prices will not diminish profitability. Instead, we argue that it is very easy to jump on the bandwagon of a shared narrative instead of looking at an opposing argument.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e7e4c3ff14ca85819a48d627afc1954\" alt=\"Figure 1 (Author&#39;s Work with Data from Gurufocus)\" title=\"Figure 1 (Author&#39;s Work with Data from Gurufocus)\" tg-width=\"640\" tg-height=\"380\"/><span>Figure 1 (Author&#39;s Work with Data from Gurufocus)</span></p><p>Illustrated in Figure 1 are Tesla&#39;s broad-based vehicle production and sales numbers, starting in March 2019 and ending in March 2023. As per its latest reporting quarter, Tesla experienced another surge in automotive sales, as the segment&#39;s revenue increased by approximately 21.68% year-over-year. In our view, considering exogenous and endogenous factors, Tesla&#39;s revenue growth will likely keep expanding over the coming quarters amid a nearing interest rate pivot and the firm&#39;s history of successfully executing product differentiation strategies.</p><p>Lastly, a critical consideration for Tesla&#39;s primary segment is the pending launch of its new Model S. This might provide structural support. And in addition, this once again shows that Tesla constantly refreshes and updates its product line, always keeping complacency from entering the building.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53cbc2f6203ce21dccf2eb6660b69403\" alt=\"Author&#39;s Work With Data From Gurufocus\" title=\"Author&#39;s Work With Data From Gurufocus\" tg-width=\"640\" tg-height=\"386\"/><span>Author&#39;s Work With Data From Gurufocus</span></p><p>Another influencing variable is the progress of Tesla&#39;s energy generation and storage segment. In our view, the value add here stems from Tesla&#39;s venture into new markets that still provide synergies to its main business. In essence, the segment phases out the risk of concentrated revenue while still providing cross-sales opportunities to Tesla&#39;s main business.</p><p>Although the segment&#39;s solar deployment endeavors remain at an early stage, an 18% CAGR is forecasted for the solar industry until 2030, which supports the division very well. Moreover, Tesla is a cash-rich firm, allowing it to enter the market as a serious competitor as opposed to a participant faced with arduous barriers to entry. Therefore, we see this aspect of Tesla&#39;s business as a potential hidden asset that could yield material gains in the coming years.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/442976aa21109b4925cc5c321a818a7f\" alt=\"Solar Deployment (Inside EVs)\" title=\"Solar Deployment (Inside EVs)\" tg-width=\"640\" tg-height=\"297\"/><span>Solar Deployment (Inside EVs)</span></p><h3>Efficiency Remeasured</h3><p>As mentioned earlier, a trade-off exists between Tesla&#39;s product price cuts and its input costs. In our opinion, the industrial commodity price index&#39;s 7.71% year-over-year slump shows that material costs are on a downward trajectory, which could allow Tesla to curb its variable costs and sustain respectable profit margins until demand-side factors start realigning within the durable goods space.</p><p>Of course, it has to be conceded that the risk of depleted prices enforced to sustain government credits will remain a risk factor for the foreseeable future.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b3df6ff50058113f2c384e336bceb23\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"417\"/><span>Data by YCharts</span></p><p>Tesla&#39;s days sales outstanding ratio has ticked up a tad since our latest engagement. The company&#39;s 10-Q claims that its payments schedule depends on bank settlements and monthly sales dispersion. However, in our view, any extended payment schedule should be considered a risk in today&#39;s economy, as exogenous factors like bank liquidity and an uptick in automotive delinquencies suggest that settlements might be less sure than before.</p><p>Furthermore, Tesla&#39;s recently weakened receivables turnover ratio plays into our DSO argument. Companies often ramp up receivables as credit sales wane in trying economic circumstances.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c570ca7af4c37aa10f6e6e72521cfd45\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"447\"/><span>Data by YCharts</span></p><p>Cash flow and revenue to CapEx ratios are a sound way of judging a firm&#39;s growth trajectory and how sustainable its growth trajectory is.</p><p>Firstly, it must be emphasized that Tesla&#39;s maintenance CapEx might settle lower in succeeding quarters as inflation has started tapering, which we consider a positive for the firm. In contrast, as the financial markets have discovered renewed support and an interest rate pivot nears, M&amp;A activity, re-investment rates, and acquisition completions will likely proliferate, resulting in higher expansionary CapEx for Tesla.</p><p>Although there is a trade-off within Tesla&#39;s CapEx sphere, we consider it a healthy scenario as lower maintenance CapEx requires less of a drag on liquidity, and higher expansionary CapEx is not too much of a hassle.</p><p>Tesla&#39;s high product turnover and expansion into other domains like energy storage and generation show that the company is seeking to occupy its entire value chain, which means its CapEx will likely remain high for years to come. However, key ratios illustrate that its cash flow and revenue allow for heavy spending, making sustained internal growth possible.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f1a50358a2ed33aea7c822da75253163\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"447\"/><span>Data by YCharts</span></p><h2>Beta Sensitivity Analysis and Valuation</h2><p>Understanding a stock&#39;s beta support is critical for any financial market participant. In a nutshell, a stock&#39;s beta sensitivity measures how it performs relative to different segments of the market, i.e., certain stocks outperform the market when value stocks are preferred by investors, and vice versa.</p><p>Furthermore, due to the sensitivity involved in pricing Tesla&#39;s risk, we decided to keep our valuation analysis simple and stock with a relative valuation.</p><p>Let&#39;s delve into a few of our findings about Tesla stock&#39;s valuation.</p><h3>Smart Beta</h3><p>A regression analysis shows that Tesla&#39;s realized returns are highly correlated with the <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Core S&amp;P U.S. Growth ETF (IUSG) and the Direxion Daily S&amp;P 500® High Beta Bull 3X Shares ETF (HIBL), illustrating the stock&#39;s proclivity to outperform the market when investors are risk-seeking.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c38af6e08f27c680319f35d0e9cb7f5e\" alt=\"TSLA correlation with investment styles (Author in Portfolio Visualizer)\" title=\"TSLA correlation with investment styles (Author in Portfolio Visualizer)\" tg-width=\"640\" tg-height=\"265\"/><span>TSLA correlation with investment styles (Author in Portfolio Visualizer)</span></p><p>The question now becomes: will growth and high-risk stocks continue to rise, and will that result in support for Tesla&#39;s stock?</p><p>In our view, growth and high-beta stocks might continue to rise in the coming quarters. We base our premise on factors such as diminishing CDS values (credit risk), leveling in inflation volatility, and more clarity from the Federal Reserve on interest rate policy. Therefore, we think the outlook is bright for higher-risk assets such as high-beta growth plays like Tesla.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b73597d0d3c4c5eeb52ddc897a6741b\" alt=\"U.S. CDS Values (worldgovernmentbonds.com)\" title=\"U.S. CDS Values (worldgovernmentbonds.com)\" tg-width=\"640\" tg-height=\"300\"/><span>U.S. CDS Values (worldgovernmentbonds.com)</span></p><h2>Relative Valuation and Technical Price Level</h2><p>The reality is that Tesla possesses elevated price multiples, leaving it exposed should a growth stock reversion occur. However, on the other end of the playing field, an inward look suggests the stock is probably not overvalued.</p><p>Yes, Tesla&#39;s salient price multiples are at sector-relative premiums, but we argue that it is justified due to the company&#39;s robust market position. In addition, most of Tesla&#39;s headline multiples are at normalized discounts, communicating the possibility that the stock is at a cyclical discount.</p><table style=\"border-collapse:collapse;\"><tbody><tr><td style=\"text-align:left;\"><p><strong>Metric</strong></p></td><td style=\"text-align:left;\"><p><strong>Value</strong></p></td><td style=\"text-align:left;\"><p><strong>5y Discount</strong></p></td></tr><tr><td style=\"text-align:left;\"><p>price-sales (forward)</p></td><td style=\"text-align:left;\"><p>8.24</p></td><td style=\"text-align:left;\"><p>-0.80%</p></td></tr><tr><td style=\"text-align:left;\"><p>price-earnings (forward)</p></td><td style=\"text-align:left;\"><p>74.17</p></td><td style=\"text-align:left;\"><p>-39.66%</p></td></tr><tr><td style=\"text-align:left;\"><p>EV/EBITDA</p></td><td style=\"text-align:left;\"><p>48.61</p></td><td style=\"text-align:left;\"><p>-3.76%</p></td></tr><tr><td style=\"text-align:left;\"><p>price-book (forward)</p></td><td style=\"text-align:left;\"><p>15.42</p></td><td style=\"text-align:left;\"><p>-12.44%</p></td></tr></tbody></table><p><em>Source: Seeking Alpha.</em></p><p>Lastly, based on its moving averages, Tesla&#39;s stock is at odds to benefit from the momentum anomaly, which is a theory stating that in an up-market, previous winners are likely to outperform previous losers. In our view, the momentum anomaly could come into play, as no recent structural breaks have occurred within the market that suggests a change in trajectory is in store (measured year-to-date).</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c6a8ac1ab32e84cc51886c433836554f\" alt=\"SMAs (Seeking Alpha)\" title=\"SMAs (Seeking Alpha)\" tg-width=\"640\" tg-height=\"397\"/><span>SMAs (Seeking Alpha)</span></p><h2>Additional Risks To Consider</h2><p>Even though various risks were mentioned throughout the article, additional risk factors must be accounted for before considering an investment in Tesla&#39;s stock.</p><p>Firstly, Tesla&#39;s stock possesses a lot of price risk, illustrated by its VaR, meaning that investors run the risk of losing a significant amount of their invested capital if the stock enters another dip.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db928f6b89e5b4330f79b73cdd22eefe\" alt=\"Seeking Alpha; YCHARTS\" title=\"Seeking Alpha; YCHARTS\" tg-width=\"640\" tg-height=\"420\"/><span>Seeking Alpha; YCHARTS</span></p><p>Furthermore, investors must understand that the electronic vehicles market is heating up, and although Tesla was early-to-market, a more fragmented landscape is likely to occur in the coming years. If market fragmentation realizes, Tesla will likely need to spend a significant amount of its cash to sustain its market position, raising the risk of diminishing shareholder value.</p><p>Another factor that investors should consider is Tesla&#39;s substantial operating asset base driven by ownership of various Gigafactories. We outline this as a risk due to potential year-end impairments on the firm&#39;s long-lived assets driven by higher interest rates and lower industry cash flow growth amid a trying economic period. Impairment risk is uniform across most industries at the moment, and Tesla is no exception in our view.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ecb62a6b1097ad926166c1ea66d5de5\" alt=\"PP&amp;E - $ in Millions (Tesla)\" title=\"PP&amp;E - $ in Millions (Tesla)\" tg-width=\"640\" tg-height=\"382\"/><span>PP&amp;E - $ in Millions (Tesla)</span></p><h2>Final Word</h2><p>Our outlook on Tesla, Inc. stock remains positive. Sure, various challenges, such as price cuts and industry fragmentation, should not be overlooked. However, the company&#39;s emphasis on product differentiation and its expansion into new markets provide substance to a bullish argument. Moreover, few have considered the benefits that might accrue from lower material costs and a softened maintenance CapEx landscape.</p><p>Lastly, a stock market-based analysis indicates that high-beta stocks like Tesla are at good odds to achieve further gains. Thus, we affirm our strong buy rating.</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>Tesla: Riding The Wave</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: Riding The Wave\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-21 23:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4612609-tesla-riding-the-wave-update><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla, Inc. stock seems primed for further gains.Our view is that risks arising from Tesla's price cuts might be phased out by softening material costs.Entry into new business markets provides ...</p>\n\n<a href=\"https://seekingalpha.com/article/4612609-tesla-riding-the-wave-update\">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://seekingalpha.com/article/4612609-tesla-riding-the-wave-update","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2345267956","content_text":"SummaryTesla, Inc. stock seems primed for further gains.Our view is that risks arising from Tesla's price cuts might be phased out by softening material costs.Entry into new business markets provides potential for financial benefits and synergies such as cross-sales.Risks such as potential asset impairments, the stock's volatility, and industry fragmentation persist.However, key valuation metrics coupled with our analysis leaves us with the conclusion that Tesla's stock remains grossly undervalued.As Tesla, Inc. stock has gained more than 50% since our previous article, we thought it would be prudent to provide our readers with an update on our outlook on the stock.Today's article, titled: \"Riding the Wave,\" replaces our previous thesis, \"The Show Goes On,\" which echoes our belief that Tesla is now well and truly a momentum play. A few months ago, we still deemed the stock a contrarian pick; however, in today's article, we argue that the structural changes needed to boost the stock have been realized and will likely sustain in the coming quarters.Seeking AlphaWithout further delay, let's delve into a deeper discussion about our latest findings on Tesla's stock.Operational UpdateCurrent Value DriversBased on anecdotes, most analysts and market commentators seem focused on Tesla's product price cuts, suggesting that it might derail the company's profit margins. However, a few factors are overlooked.Firstly, yes, aspects like more stringent electric vehicle (\"EV\") tax credits and waning demand has asserted pressure on the company to lower its prices. Nevertheless, everyone seems to be ignoring variables such as lower material costs, a softer labor market, a potential market share increase (due to price cutting), and demand elasticity.Moreover, many analysts are looking backward instead of examining the prospects for future demand. For instance, won't consumer confidence be reinvigorated with an interest rate pivot likely to realize in 2024? The theory of consumer utility certainly suggests so.I am not implying that softer product prices will not diminish profitability. Instead, we argue that it is very easy to jump on the bandwagon of a shared narrative instead of looking at an opposing argument.Figure 1 (Author's Work with Data from Gurufocus)Illustrated in Figure 1 are Tesla's broad-based vehicle production and sales numbers, starting in March 2019 and ending in March 2023. As per its latest reporting quarter, Tesla experienced another surge in automotive sales, as the segment's revenue increased by approximately 21.68% year-over-year. In our view, considering exogenous and endogenous factors, Tesla's revenue growth will likely keep expanding over the coming quarters amid a nearing interest rate pivot and the firm's history of successfully executing product differentiation strategies.Lastly, a critical consideration for Tesla's primary segment is the pending launch of its new Model S. This might provide structural support. And in addition, this once again shows that Tesla constantly refreshes and updates its product line, always keeping complacency from entering the building.Author's Work With Data From GurufocusAnother influencing variable is the progress of Tesla's energy generation and storage segment. In our view, the value add here stems from Tesla's venture into new markets that still provide synergies to its main business. In essence, the segment phases out the risk of concentrated revenue while still providing cross-sales opportunities to Tesla's main business.Although the segment's solar deployment endeavors remain at an early stage, an 18% CAGR is forecasted for the solar industry until 2030, which supports the division very well. Moreover, Tesla is a cash-rich firm, allowing it to enter the market as a serious competitor as opposed to a participant faced with arduous barriers to entry. Therefore, we see this aspect of Tesla's business as a potential hidden asset that could yield material gains in the coming years.Solar Deployment (Inside EVs)Efficiency RemeasuredAs mentioned earlier, a trade-off exists between Tesla's product price cuts and its input costs. In our opinion, the industrial commodity price index's 7.71% year-over-year slump shows that material costs are on a downward trajectory, which could allow Tesla to curb its variable costs and sustain respectable profit margins until demand-side factors start realigning within the durable goods space.Of course, it has to be conceded that the risk of depleted prices enforced to sustain government credits will remain a risk factor for the foreseeable future.Data by YChartsTesla's days sales outstanding ratio has ticked up a tad since our latest engagement. The company's 10-Q claims that its payments schedule depends on bank settlements and monthly sales dispersion. However, in our view, any extended payment schedule should be considered a risk in today's economy, as exogenous factors like bank liquidity and an uptick in automotive delinquencies suggest that settlements might be less sure than before.Furthermore, Tesla's recently weakened receivables turnover ratio plays into our DSO argument. Companies often ramp up receivables as credit sales wane in trying economic circumstances.Data by YChartsCash flow and revenue to CapEx ratios are a sound way of judging a firm's growth trajectory and how sustainable its growth trajectory is.Firstly, it must be emphasized that Tesla's maintenance CapEx might settle lower in succeeding quarters as inflation has started tapering, which we consider a positive for the firm. In contrast, as the financial markets have discovered renewed support and an interest rate pivot nears, M&A activity, re-investment rates, and acquisition completions will likely proliferate, resulting in higher expansionary CapEx for Tesla.Although there is a trade-off within Tesla's CapEx sphere, we consider it a healthy scenario as lower maintenance CapEx requires less of a drag on liquidity, and higher expansionary CapEx is not too much of a hassle.Tesla's high product turnover and expansion into other domains like energy storage and generation show that the company is seeking to occupy its entire value chain, which means its CapEx will likely remain high for years to come. However, key ratios illustrate that its cash flow and revenue allow for heavy spending, making sustained internal growth possible.Data by YChartsBeta Sensitivity Analysis and ValuationUnderstanding a stock's beta support is critical for any financial market participant. In a nutshell, a stock's beta sensitivity measures how it performs relative to different segments of the market, i.e., certain stocks outperform the market when value stocks are preferred by investors, and vice versa.Furthermore, due to the sensitivity involved in pricing Tesla's risk, we decided to keep our valuation analysis simple and stock with a relative valuation.Let's delve into a few of our findings about Tesla stock's valuation.Smart BetaA regression analysis shows that Tesla's realized returns are highly correlated with the iShares Core S&P U.S. Growth ETF (IUSG) and the Direxion Daily S&P 500® High Beta Bull 3X Shares ETF (HIBL), illustrating the stock's proclivity to outperform the market when investors are risk-seeking.TSLA correlation with investment styles (Author in Portfolio Visualizer)The question now becomes: will growth and high-risk stocks continue to rise, and will that result in support for Tesla's stock?In our view, growth and high-beta stocks might continue to rise in the coming quarters. We base our premise on factors such as diminishing CDS values (credit risk), leveling in inflation volatility, and more clarity from the Federal Reserve on interest rate policy. Therefore, we think the outlook is bright for higher-risk assets such as high-beta growth plays like Tesla.U.S. CDS Values (worldgovernmentbonds.com)Relative Valuation and Technical Price LevelThe reality is that Tesla possesses elevated price multiples, leaving it exposed should a growth stock reversion occur. However, on the other end of the playing field, an inward look suggests the stock is probably not overvalued.Yes, Tesla's salient price multiples are at sector-relative premiums, but we argue that it is justified due to the company's robust market position. In addition, most of Tesla's headline multiples are at normalized discounts, communicating the possibility that the stock is at a cyclical discount.MetricValue5y Discountprice-sales (forward)8.24-0.80%price-earnings (forward)74.17-39.66%EV/EBITDA48.61-3.76%price-book (forward)15.42-12.44%Source: Seeking Alpha.Lastly, based on its moving averages, Tesla's stock is at odds to benefit from the momentum anomaly, which is a theory stating that in an up-market, previous winners are likely to outperform previous losers. In our view, the momentum anomaly could come into play, as no recent structural breaks have occurred within the market that suggests a change in trajectory is in store (measured year-to-date).SMAs (Seeking Alpha)Additional Risks To ConsiderEven though various risks were mentioned throughout the article, additional risk factors must be accounted for before considering an investment in Tesla's stock.Firstly, Tesla's stock possesses a lot of price risk, illustrated by its VaR, meaning that investors run the risk of losing a significant amount of their invested capital if the stock enters another dip.Seeking Alpha; YCHARTSFurthermore, investors must understand that the electronic vehicles market is heating up, and although Tesla was early-to-market, a more fragmented landscape is likely to occur in the coming years. If market fragmentation realizes, Tesla will likely need to spend a significant amount of its cash to sustain its market position, raising the risk of diminishing shareholder value.Another factor that investors should consider is Tesla's substantial operating asset base driven by ownership of various Gigafactories. We outline this as a risk due to potential year-end impairments on the firm's long-lived assets driven by higher interest rates and lower industry cash flow growth amid a trying economic period. Impairment risk is uniform across most industries at the moment, and Tesla is no exception in our view.PP&E - $ in Millions (Tesla)Final WordOur outlook on Tesla, Inc. stock remains positive. Sure, various challenges, such as price cuts and industry fragmentation, should not be overlooked. However, the company's emphasis on product differentiation and its expansion into new markets provide substance to a bullish argument. Moreover, few have considered the benefits that might accrue from lower material costs and a softened maintenance CapEx landscape.Lastly, a stock market-based analysis indicates that high-beta stocks like Tesla are at good odds to achieve further gains. Thus, we affirm our strong buy rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189783728054320,"gmtCreate":1687359619297,"gmtModify":1687359622895,"author":{"id":"3577490230864593","authorId":"3577490230864593","name":"Longmanlee","avatar":"https://static.tigerbbs.com/666e2e5ae6ccc9d73e7d020e8b497df5","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"I like u Powell... Time to short again","listText":"I like u Powell... Time to short again","text":"I like u Powell... Time to short again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189783728054320","repostId":"1189351896","repostType":4,"repost":{"id":"1189351896","pubTimestamp":1687361165,"share":"https://www.laohu8.com/m/news/1189351896?lang=&edition=full","pubTime":"2023-06-21 23:26","market":"us","language":"en","title":"Fed's Powell Says Higher Interest Rates Needed to Curb Inflation","url":"https://stock-news.laohu8.com/highlight/detail?id=1189351896","media":"Bloomberg","summary":"Says the timing of rate moves will be decided at each meetingPowell fields questions on Fed’s respon","content":"<html><head></head><body><ul><li><p>Says the timing of rate moves will be decided at each meeting</p></li><li><p>Powell fields questions on Fed’s response to bank failures</p></li></ul><p>Federal Reserve Chair Jerome Powell said policymakers expect interest rates will need to move higher to reduce US growth and contain price pressures, even though they held rates steady at their meeting last week.</p><p style=\"text-align: start;\">“Earlier in the process, speed was very important,” Powell said Wednesday in testimony before the House Financial Services Committee, referring to the pace at which officials lifted rates over the past year. “It is not very important now.”</p><p style=\"text-align: start;\">It may make sense to continue moving rates higher in the coming months, but at a more moderate pace, Powell said in response to lawmakers’ questions about the Fed’s plans. The timing of additional hikes will be based on incoming data, he said in his opening statement.</p><p style=\"text-align: start;\">US stocks fell as Powell warned that higher rates would be needed to combat inflation, thwarting bets that the US central bank was nearing the end of its tightening cycle. </p><p>The Federal Open Market Committee paused its series of interest-rate hikes last week for the first time in 15 months, leaving rates in a range of 5% to 5.25%. But Fed officials estimated rates would rise to 5.6% by the end of the year, according to their median projection, implying two additional quarter-point hikes following surprisingly persistent inflation and labor-market strength.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/511376524a868b60e66e774f87d968d8\" alt=\"The Fed&#39;s New Dot Plot\" title=\"The Fed&#39;s New Dot Plot\" tg-width=\"698\" tg-height=\"343\"/><span>The Fed&#39;s New Dot Plot</span></p><h3 style=\"text-align: start;\">Bank Oversight</h3><p style=\"text-align: start;\">Lawmakers also pressed Powell on the Fed’s plans to strengthen supervision and regulation for regional and big banks in the wake of several bank failures earlier this year. </p><p style=\"text-align: start;\">Powell said that the Fed board hadn’t yet voted on changes to bank rules, but staff had been briefed on some tweaks that are under consideration. He added that the biggest US lenders were “very well capitalized” and that the central bank must be careful not to harm the business model of smaller lenders.</p><p style=\"text-align: start;\">The Fed chief is appearing on Capitol Hill this week for his semi-annual monetary policy testimony, the first time he has answered questions from Congress in public since early March. He will also testify before the Senate Banking committee on Thursday.</p><h3 style=\"text-align: start;\">Moderating Pace</h3><p style=\"text-align: start;\">In his prepared remarks, Powell said Fed officials “understand the hardship that high inflation is causing, and we remain strongly committed to bringing inflation back down to our 2% goal.”</p><p style=\"text-align: start;\">“Nearly all FOMC participants expect that it will be appropriate to raise interest rates somewhat further by the end of the year,” he added. “Reducing inflation is likely to require a period of below-trend growth and some softening of labor market conditions.”</p><p style=\"text-align: start;\">His prepared comments largely echoed his remarks at his post-meeting press conference last week, where he said the committee felt it was appropriate to moderate the pace of rate increases following the most aggressive hiking in four decades as well as recent bank failures that might tighten credit conditions. At the same time, he said that the vast majority of the committee projected higher rates will be needed to tame inflation.</p><p style=\"text-align: start;\">“We’re moderating that pace much as you might do if you were to be driving 75 miles an hour on a highway, then 50 miles an hour on a local highway,” Powell told lawmakers. “And then as you get closer to your destination, as you try to find that destination, you slow down further.”</p><p>Fed officials have been disappointed in how slowly inflation has fallen in recent months and are targeting a period of below-trend growth to reduce price pressures. The FOMC last week upgraded its view of economic growth and the labor market for 2023, but now is anticipating a rise in unemployment to 4.5% next year.</p><h3 style=\"text-align: start;\">Labor Market</h3><p style=\"text-align: start;\">The Fed chair has faced criticism from some Democrats for his aggressive interest-rate hikes, with Senator Elizabeth Warren, for example, warning that his policies risk putting millions of people out of work.</p><p>Powell described the labor market as “very tight” in his prepared remarks, though the unemployment rate rose in May to 3.7%. “There are some signs that supply and demand in the labor market are coming into better balance,” he said.</p><p style=\"text-align: start;\">Powell cited the Fed’s characterization in its semi-annual report to Congress released Friday of tighter US credit conditions following bank failures in March.</p><p style=\"text-align: start;\">“The economy is facing headwinds from tighter credit conditions for households and businesses, which are likely to weigh on economic activity, hiring, and inflation,” he said. “The extent of these effects remains uncertain.”</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>Fed's Powell Says Higher Interest Rates Needed to Curb Inflation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed's Powell Says Higher Interest Rates Needed to Curb Inflation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-21 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-06-21/fed-s-powell-says-higher-interest-rates-needed-to-curb-inflation?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Says the timing of rate moves will be decided at each meetingPowell fields questions on Fed’s response to bank failuresFederal Reserve Chair Jerome Powell said policymakers expect interest rates will ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-06-21/fed-s-powell-says-higher-interest-rates-needed-to-curb-inflation?srnd=premium\">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",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2023-06-21/fed-s-powell-says-higher-interest-rates-needed-to-curb-inflation?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189351896","content_text":"Says the timing of rate moves will be decided at each meetingPowell fields questions on Fed’s response to bank failuresFederal Reserve Chair Jerome Powell said policymakers expect interest rates will need to move higher to reduce US growth and contain price pressures, even though they held rates steady at their meeting last week.“Earlier in the process, speed was very important,” Powell said Wednesday in testimony before the House Financial Services Committee, referring to the pace at which officials lifted rates over the past year. “It is not very important now.”It may make sense to continue moving rates higher in the coming months, but at a more moderate pace, Powell said in response to lawmakers’ questions about the Fed’s plans. The timing of additional hikes will be based on incoming data, he said in his opening statement.US stocks fell as Powell warned that higher rates would be needed to combat inflation, thwarting bets that the US central bank was nearing the end of its tightening cycle. The Federal Open Market Committee paused its series of interest-rate hikes last week for the first time in 15 months, leaving rates in a range of 5% to 5.25%. But Fed officials estimated rates would rise to 5.6% by the end of the year, according to their median projection, implying two additional quarter-point hikes following surprisingly persistent inflation and labor-market strength.The Fed's New Dot PlotBank OversightLawmakers also pressed Powell on the Fed’s plans to strengthen supervision and regulation for regional and big banks in the wake of several bank failures earlier this year. Powell said that the Fed board hadn’t yet voted on changes to bank rules, but staff had been briefed on some tweaks that are under consideration. He added that the biggest US lenders were “very well capitalized” and that the central bank must be careful not to harm the business model of smaller lenders.The Fed chief is appearing on Capitol Hill this week for his semi-annual monetary policy testimony, the first time he has answered questions from Congress in public since early March. He will also testify before the Senate Banking committee on Thursday.Moderating PaceIn his prepared remarks, Powell said Fed officials “understand the hardship that high inflation is causing, and we remain strongly committed to bringing inflation back down to our 2% goal.”“Nearly all FOMC participants expect that it will be appropriate to raise interest rates somewhat further by the end of the year,” he added. “Reducing inflation is likely to require a period of below-trend growth and some softening of labor market conditions.”His prepared comments largely echoed his remarks at his post-meeting press conference last week, where he said the committee felt it was appropriate to moderate the pace of rate increases following the most aggressive hiking in four decades as well as recent bank failures that might tighten credit conditions. At the same time, he said that the vast majority of the committee projected higher rates will be needed to tame inflation.“We’re moderating that pace much as you might do if you were to be driving 75 miles an hour on a highway, then 50 miles an hour on a local highway,” Powell told lawmakers. “And then as you get closer to your destination, as you try to find that destination, you slow down further.”Fed officials have been disappointed in how slowly inflation has fallen in recent months and are targeting a period of below-trend growth to reduce price pressures. The FOMC last week upgraded its view of economic growth and the labor market for 2023, but now is anticipating a rise in unemployment to 4.5% next year.Labor MarketThe Fed chair has faced criticism from some Democrats for his aggressive interest-rate hikes, with Senator Elizabeth Warren, for example, warning that his policies risk putting millions of people out of work.Powell described the labor market as “very tight” in his prepared remarks, though the unemployment rate rose in May to 3.7%. “There are some signs that supply and demand in the labor market are coming into better balance,” he said.Powell cited the Fed’s characterization in its semi-annual report to Congress released Friday of tighter US credit conditions following bank failures in March.“The economy is facing headwinds from tighter credit conditions for households and businesses, which are likely to weigh on economic activity, hiring, and inflation,” he said. “The extent of these effects remains uncertain.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[],"lives":[]}