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2023-03-11

Great ariticle, would you like to share it?

@OptionsTracker:Hot stocks covered call reference [March 10]

2023-03-11

Great ariticle, would you like to share it?

@ZEROHERO:How To Trade The Rising Wedge Pattern: NVDA?

2023-03-11

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@OptionsTutor:Top 10 Stocks for Trading Options in the Financial Report Season

2023-02-27

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Maybank Says CapitaLand Investment Fairly Valued, Downgrades to "Hold"

2023-02-18

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A Bull Market Is Coming: 2 Perfect Growth Stocks Down 60% and 68% to Buy Now and Hold Forever

2023-02-17

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Nvidia Earnings Preview: Data Center Expectations Rise Amid ChatGPT

2023-02-16

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Charlie Munger Still Likes Big Banks and Hates Crypto

2023-02-15

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Berkshire Beefs Up Stakes in Apple, Paramount; Trims Shares in Banks, TSMC

2023-02-14

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These Stocks Are Moving the Most Today: Palantir, Ford, SolarEdge, Avis, and More

2023-02-14

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2023-02-12

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2023-02-11

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Microsoft Co-Founder Bill Gates: ChatGPT “Will Change Our World”

2023-02-10

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Up 68% This Year, Is Tesla Stock a Buy?

2023-02-09

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Alphabet Falls Most in Three Months on Bard Accuracy Concerns

2023-02-08

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Powell Says Further Rate Hikes Needed and Markets Take Heed

2023-02-07

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ETF Flows｜Value Stock, Bond ETFs Flows Jumped After Fed Rate Hike

2023-02-06

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Apple Talks Up High-End iPhones in Sign Ultra Model May Be Coming

2023-02-05

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2023-02-04

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3 Passive Income Stocks to Hold For the Next 20 Years

2023-02-04

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Nasdaq, S&P, and Dow Pare Some Losses; Apple Stock Jumps Over 4%

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It can also be used by retail investors in the US stock market.You can get income while holding it. This strategy is very suitable for stocks that have long-term positions, but they have not moved but they are not in a bearish position recently or are in a bearish position recently. It can be a good strategy for mature investors to roll over when holding some targets for a long time. Income comparison Assume that investors hold 200 shares of Amazon from January 1 to December 17, 2021 If there is no operation during the holding period, the final total assets will be USD 675,484 If the covered call strategy is carried out, it will be operated once a week; if 100 shares are sold after the exercise, ano","listText":"Selling covered call options (sell covered call) is a strategy adopted by many large funds. It can also be used by retail investors in the US stock market.You can get income while holding it. This strategy is very suitable for stocks that have long-term positions, but they have not moved but they are not in a bearish position recently or are in a bearish position recently. It can be a good strategy for mature investors to roll over when holding some targets for a long time. Income comparison Assume that investors hold 200 shares of Amazon from January 1 to December 17, 2021 If there is no operation during the holding period, the final total assets will be USD 675,484 If the covered call strategy is carried out, it will be operated once a week; if 100 shares are sold after the exercise, ano","text":"Selling covered call options (sell covered call) is a strategy adopted by many large funds. It can also be used by retail investors in the US stock market.You can get income while holding it. This strategy is very suitable for stocks that have long-term positions, but they have not moved but they are not in a bearish position recently or are in a bearish position recently. It can be a good strategy for mature investors to roll over when holding some targets for a long time. Income comparison Assume that investors hold 200 shares of Amazon from January 1 to December 17, 2021 If there is no operation during the holding period, the final total assets will be USD 675,484 If the covered call strategy is carried out, it will be operated once a week; if 100 shares are sold after the exercise, ano","images":[{"img":"https://static.tigerbbs.com/1be4ad594d709020d91c8496e1f9e7c9"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949128711","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949826995,"gmtCreate":1678504735417,"gmtModify":1678504738785,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579095725705542","idStr":"3579095725705542"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949826995","repostId":"9949337521","repostType":1,"repost":{"id":9949337521,"gmtCreate":1678355122464,"gmtModify":1678355132629,"author":{"id":"3566532164444643","authorId":"3566532164444643","name":"ZEROHERO","avatar":"https://static.tigerbbs.com/62813b6df1c4722e559d112fadd5486a","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3566532164444643","idStr":"3566532164444643"},"themes":[],"title":"How To Trade The Rising Wedge Pattern: NVDA?","htmlText":"NVDA:&nbsp;Two more directors sold shares at around 230 on 1&nbsp;March, according to the latest form-4 filings. They sure thank retail for buying into the AI narrative. What's That? A rising wedge is a technical indicator, suggesting a reversal pattern frequently seen in bear markets. This pattern shows up in charts when the price moves upward with pivot highs and lows converging toward a single point known as the apex. When it is accompanied by declining volume, it can signal a trend reversal and a continuation of the bear market. Declining volume is a giveaway&nbsp; The Breakdown One thing experienced traders love about this pattern is that once the breakdown happens, the target is reached very quickly. Unlike other patterns, where confirmation must be shown before a trade is taken, wed","listText":"NVDA:&nbsp;Two more directors sold shares at around 230 on 1&nbsp;March, according to the latest form-4 filings. They sure thank retail for buying into the AI narrative. What's That? A rising wedge is a technical indicator, suggesting a reversal pattern frequently seen in bear markets. This pattern shows up in charts when the price moves upward with pivot highs and lows converging toward a single point known as the apex. When it is accompanied by declining volume, it can signal a trend reversal and a continuation of the bear market. Declining volume is a giveaway&nbsp; The Breakdown One thing experienced traders love about this pattern is that once the breakdown happens, the target is reached very quickly. Unlike other patterns, where confirmation must be shown before a trade is taken, wed","text":"NVDA: Two more directors sold shares at around 230 on 1 March, according to the latest form-4 filings. They sure thank retail for buying into the AI narrative. What's That? A rising wedge is a technical indicator, suggesting a reversal pattern frequently seen in bear markets. This pattern shows up in charts when the price moves upward with pivot highs and lows converging toward a single point known as the apex. When it is accompanied by declining volume, it can signal a trend reversal and a continuation of the bear market. Declining volume is a giveaway The Breakdown One thing experienced traders love about this pattern is that once the breakdown happens, the target is reached very quickly. Unlike other patterns, where confirmation must be shown before a trade is taken, wed","images":[{"img":"https://community-static.tradeup.com/news/3817a3e271a37081f9e29cd118825544","width":"952","height":"781"},{"img":"https://community-static.tradeup.com/news/6bf10e411d9893114d239d9195bb57db","width":"975","height":"929"},{"img":"https://community-static.tradeup.com/news/492ddeb25058d932cc4717c33d5dde85","width":"1392","height":"779"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949337521","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949826056,"gmtCreate":1678504720276,"gmtModify":1678504723824,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579095725705542","idStr":"3579095725705542"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949826056","repostId":"9940158354","repostType":1,"repost":{"id":9940158354,"gmtCreate":1677766523678,"gmtModify":1678869317579,"author":{"id":"3527667670880462","authorId":"3527667670880462","name":"OptionsTutor","avatar":"https://static.tigerbbs.com/a5496ca83f1c81b8c311afcb3ea30bc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667670880462","idStr":"3527667670880462"},"themes":[],"title":"Top 10 Stocks for Trading Options in the Financial Report Season","htmlText":"The 2022 Q4 earnings season is drawing to a close amid expectations of a soft landing for the US economy. Profit margins for S&amp;P 500 companies have fallen for the sixth straight quarter since peaking at 13% in 2021, and inflation is taking a real bite out of profits across industries.But by the end of February the S&amp;P 500 was up 3%! The stock trend has been positive against pessimistic expectations. Tiger Community compiled a list of the top 10 stocks by options trading volume to see what kind of options trading characteristics they had during earnings season.1.&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Tesla was arguably the hottest stock option trade of Q1 earnings season. Through February, Tesla shares closed at $205.71, up more than 73%","listText":"The 2022 Q4 earnings season is drawing to a close amid expectations of a soft landing for the US economy. Profit margins for S&amp;P 500 companies have fallen for the sixth straight quarter since peaking at 13% in 2021, and inflation is taking a real bite out of profits across industries.But by the end of February the S&amp;P 500 was up 3%! The stock trend has been positive against pessimistic expectations. Tiger Community compiled a list of the top 10 stocks by options trading volume to see what kind of options trading characteristics they had during earnings season.1.&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Tesla was arguably the hottest stock option trade of Q1 earnings season. Through February, Tesla shares closed at $205.71, up more than 73%","text":"The 2022 Q4 earnings season is drawing to a close amid expectations of a soft landing for the US economy. Profit margins for S&P 500 companies have fallen for the sixth straight quarter since peaking at 13% in 2021, and inflation is taking a real bite out of profits across industries.But by the end of February the S&P 500 was up 3%! The stock trend has been positive against pessimistic expectations. Tiger Community compiled a list of the top 10 stocks by options trading volume to see what kind of options trading characteristics they had during earnings season.1. $Tesla Motors(TSLA)$Tesla was arguably the hottest stock option trade of Q1 earnings season. Through February, Tesla shares closed at $205.71, up more than 73%","images":[{"img":"https://static.tigerbbs.com/5478470af48de18f50d582a4ebbb9080","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/ffa99b3ae348cae9cd7f98a26dc6d726","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/21b850de9a330695f09006759c2068ad","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940158354","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":20,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":870,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957438141,"gmtCreate":1677474602083,"gmtModify":1677474605643,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579095725705542","idStr":"3579095725705542"},"themes":[],"htmlText":"Pls like thanks&nbsp;","listText":"Pls like thanks&nbsp;","text":"Pls like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957438141","repostId":"1182501250","repostType":4,"repost":{"id":"1182501250","pubTimestamp":1677468830,"share":"https://ttm.financial/m/news/1182501250?lang=&edition=fundamental","pubTime":"2023-02-27 11:33","market":"sg","language":"en","title":"Maybank Says CapitaLand Investment Fairly Valued, Downgrades to \"Hold\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1182501250","media":"The Business Times","summary":"MAYBANK Securities downgraded its call on CapitaLand Investment (CLI) to “hold” from “buy” with the ","content":"<div>\n<p>MAYBANK Securities downgraded its call on CapitaLand Investment (CLI) to “hold” from “buy” with the view that the stock’s risk-reward profile is now “more balanced” at current valuations.The brokerage...</p>\n\n<a href=\"https://www.businesstimes.com.sg/companies-markets/brokers-take-maybank-says-capitaland-investment-fairly-valued-downgrades-hold\">Web Link</a>\n\n</div>\n","source":"lsy1607307803821","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>Maybank Says CapitaLand Investment Fairly Valued, Downgrades to \"Hold\"</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\">\nMaybank Says CapitaLand Investment Fairly Valued, Downgrades to \"Hold\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-27 11:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/companies-markets/brokers-take-maybank-says-capitaland-investment-fairly-valued-downgrades-hold><strong>The Business Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>MAYBANK Securities downgraded its call on CapitaLand Investment (CLI) to “hold” from “buy” with the view that the stock’s risk-reward profile is now “more balanced” at current valuations.The brokerage...</p>\n\n<a href=\"https://www.businesstimes.com.sg/companies-markets/brokers-take-maybank-says-capitaland-investment-fairly-valued-downgrades-hold\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"9CI.SI":"凯德投资"},"source_url":"https://www.businesstimes.com.sg/companies-markets/brokers-take-maybank-says-capitaland-investment-fairly-valued-downgrades-hold","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182501250","content_text":"MAYBANK Securities downgraded its call on CapitaLand Investment (CLI) to “hold” from “buy” with the view that the stock’s risk-reward profile is now “more balanced” at current valuations.The brokerage cut its price target to S$3.65 from S$4.30 after accounting for a lower market capitalisation of the group’s listed funds, as well as a 10 per cent holding company discount in its sum-of-the-parts valuation for the stock.On Monday (Feb 27), analyst Krishna Guha said he expects the holding company discount to gradually come down as CLI recycles its balance sheet investment properties, and converts its real estate assets under management (AUM) into a fund management AUM.Capital recycling will however be “challenging” and may only pick up in H2 of FY2023, he added.As such, Maybank’s FY2023 profit after taxes and minority interests (Patmi) forecast for CLI is 38 per cent below consensus, to account for lower revaluation and portfolio gains.Guha is also anticipating lower event-driven fees for both CLI’s private and listed funds, impacting the group’s operating Patmi.The analyst said he likes the stock for its restructuring story and the execution so far – along with its steady fee business and improving operations in the lodging business, as evident in the group’s FY2022 financials.“With funds under management and room key count close to stated targets, (CLI’s) focus is likely to shift to quality of growth, improving profitability and better disclosures, especially for lodging,” Guha added.Shares of CLI were trading S$0.12 or 3.1 per cent lower at S$3.76 as at 10.50 am on Monday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957009963,"gmtCreate":1676692350352,"gmtModify":1676692354516,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579095725705542","idStr":"3579095725705542"},"themes":[],"htmlText":"Pls like thanks&nbsp;","listText":"Pls like thanks&nbsp;","text":"Pls like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957009963","repostId":"2312223917","repostType":4,"repost":{"id":"2312223917","pubTimestamp":1676687967,"share":"https://ttm.financial/m/news/2312223917?lang=&edition=fundamental","pubTime":"2023-02-18 10:39","market":"us","language":"en","title":"A Bull Market Is Coming: 2 Perfect Growth Stocks Down 60% and 68% to Buy Now and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2312223917","media":"Motley Fool","summary":"These stocks hold strong competitive positions in quickly growing markets.","content":"<html><head></head><body><p>Investors battled a particularly brutal stock market last year. In fact, the three major U.S. financial indexes delivered their worst annual performances since the Great Recession in 2008. The <b>Dow Jones Industrial Average</b> slipped 9%, the broad-based <b>S&amp;P 500</b> fell 19%, and the tech-heavy <b>Nasdaq Composite </b>nosedived 33%.</p><p>All three indexes have recovered to some degree this year, but the benchmark S&amp;P 500 is still in a bear market, and many growth stocks are still trading well below their highs. For instance, shares of <b>Atlassian</b> and <b>Cloudflare</b> are down around 60% and 68%, respectively.</p><p>Of course, not all beaten-down stocks are worth buying -- but Atlassian and Cloudflare are well positioned to rebound during the next bull market. Here&#39;s why now is a perfect time to buy these growth stocks.</p><h2>Atlassian: A leader in productivity and team collaboration software</h2><p>Australian software company Atlassian disappointed investors with its latest earnings report. In the second quarter of fiscal 2023 (ended Dec. 31, 2022): Revenue rose just 27% to $873 million, a material deceleration from 37% growth in the prior year, and free cash flow fell 24% to $146 million. Unfortunately, management expects the situation to deteriorate further as the company continues to battle economic headwinds. Guidance implies top-line growth of just 22% in the third quarter.</p><p>The near-term picture may not be pretty, but Atlassian can reaccelerate growth when economic conditions improve. Its software products improve business productivity by facilitating collaboration and streamlining workflows across different teams. That value proposition applies to virtually any industry, and it will only become relevant as digital transformation ushers in new technologies and remote work makes collaboration more complicated.</p><p>Atlassian has a somewhat unique go-to-market strategy. It leans heavily on self-service sales channels and word-of-mouth marketing, which keeps its sales and marketing costs low. Ultimately, that means Atlassian can invest more in product development than its peers, and that advantage has helped the company achieve a strong presence in several software verticals. Last year, Atlassian was recognized as a leader in IT service management and enterprise agile planning software by consulting company <b>Gartner</b>. Better yet, it currently ranks 12th on the list of best global software sellers, according to research company G2.</p><p>That success can be attributed to the broad scope of the its platform. Atlassian is the only work management software vendor that addresses the needs of technical teams (development, operations) and non-technical teams (marketing, human resources). Atlassian also brings IT service teams onto the same platform as software teams.</p><p>Those unique qualities give the company a material advantage for two reasons. First, Atlassian&#39;s broad utility means customers can standardize on a single platform, which eliminates the hassle of working with multiple vendors. Second, Atlassian can land new customers through almost any department, then expand across the entire business.</p><p>Management puts its addressable market at $29 billion, and that figure is growing at 14% annually. Atlassian is well positioned to capitalize on that opportunity, and shares currently trade at about 14 times sales, a discount to the three-year average of 28 times sales. At that price, investors should buy a small position in this growth stock today.</p><h2>2. Cloudflare: A leader in content delivery network software</h2><p>Cloud computing company Cloudflare turned in another solid financial report in the fourth quarter. Its customer count climbed 16% to about 162,000, while the average customer spent 22% more over the past year. In turn, fourth-quarter revenue rose 42% to $275 million and cash flow from operating activities soared 92% to $78 million.</p><p>Those results are particularly impressive in the context of a difficult economic climate, and the company could likely accelerate growth under more favorable conditions.</p><p>Looking ahead, the investment thesis is straightforward: Cloudflare provides a broad range of cloud services that improve the performance and security of business-critical applications and IT infrastructure, while eliminating the cost of on-premise network hardware. Despite tough competition from larger vendors like <b>Amazon</b> Web Services, Cloudflare has a strong presence in several cloud verticals, and the company is well positioned to take market share in others.</p><p>Why? Cloudflare benefits from two key advantages: speed and scale. It operates the fastest cloud network and developer platform on the planet. That has led to leadership in content delivery network software and edge development platforms, but speed coupled with freemium pricing has also led to mind-boggling scale. Cloudflare handles nearly 18%  of all internet traffic, and it provides security services to 20% of the web, both of which afford the company unrivaled insight into performance issues and security problems across the internet. Cloudflare can use that data to improve its products, creating a network effect that should help it gain momentum in other cloud verticals, especially zero-trust security.</p><p>On that note, <b>Forrester Research</b> recently recognized Cloudflare as the leader in web application firewalls, and Gartner recognized the company as a leader in web application and API protection. So Cloudflare is making inroads in the security space, but the company has still only scratched the surface of its $125 billion addressable market. With shares trading at around 23 times sales, a bargain compared to the three-year average of 42 times sales, this stock is worth buying today.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Bull Market Is Coming: 2 Perfect Growth Stocks Down 60% and 68% to Buy Now and Hold Forever</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\">\nA Bull Market Is Coming: 2 Perfect Growth Stocks Down 60% and 68% to Buy Now and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-18 10:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/02/17/bull-market-coming-2-growth-stocks-down-68-to-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors battled a particularly brutal stock market last year. In fact, the three major U.S. financial indexes delivered their worst annual performances since the Great Recession in 2008. The Dow ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/17/bull-market-coming-2-growth-stocks-down-68-to-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NET":"Cloudflare, Inc.","TEAM":"Atlassian Corporation PLC"},"source_url":"https://www.fool.com/investing/2023/02/17/bull-market-coming-2-growth-stocks-down-68-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2312223917","content_text":"Investors battled a particularly brutal stock market last year. In fact, the three major U.S. financial indexes delivered their worst annual performances since the Great Recession in 2008. The Dow Jones Industrial Average slipped 9%, the broad-based S&P 500 fell 19%, and the tech-heavy Nasdaq Composite nosedived 33%.All three indexes have recovered to some degree this year, but the benchmark S&P 500 is still in a bear market, and many growth stocks are still trading well below their highs. For instance, shares of Atlassian and Cloudflare are down around 60% and 68%, respectively.Of course, not all beaten-down stocks are worth buying -- but Atlassian and Cloudflare are well positioned to rebound during the next bull market. Here's why now is a perfect time to buy these growth stocks.Atlassian: A leader in productivity and team collaboration softwareAustralian software company Atlassian disappointed investors with its latest earnings report. In the second quarter of fiscal 2023 (ended Dec. 31, 2022): Revenue rose just 27% to $873 million, a material deceleration from 37% growth in the prior year, and free cash flow fell 24% to $146 million. Unfortunately, management expects the situation to deteriorate further as the company continues to battle economic headwinds. Guidance implies top-line growth of just 22% in the third quarter.The near-term picture may not be pretty, but Atlassian can reaccelerate growth when economic conditions improve. Its software products improve business productivity by facilitating collaboration and streamlining workflows across different teams. That value proposition applies to virtually any industry, and it will only become relevant as digital transformation ushers in new technologies and remote work makes collaboration more complicated.Atlassian has a somewhat unique go-to-market strategy. It leans heavily on self-service sales channels and word-of-mouth marketing, which keeps its sales and marketing costs low. Ultimately, that means Atlassian can invest more in product development than its peers, and that advantage has helped the company achieve a strong presence in several software verticals. Last year, Atlassian was recognized as a leader in IT service management and enterprise agile planning software by consulting company Gartner. Better yet, it currently ranks 12th on the list of best global software sellers, according to research company G2.That success can be attributed to the broad scope of the its platform. Atlassian is the only work management software vendor that addresses the needs of technical teams (development, operations) and non-technical teams (marketing, human resources). Atlassian also brings IT service teams onto the same platform as software teams.Those unique qualities give the company a material advantage for two reasons. First, Atlassian's broad utility means customers can standardize on a single platform, which eliminates the hassle of working with multiple vendors. Second, Atlassian can land new customers through almost any department, then expand across the entire business.Management puts its addressable market at $29 billion, and that figure is growing at 14% annually. Atlassian is well positioned to capitalize on that opportunity, and shares currently trade at about 14 times sales, a discount to the three-year average of 28 times sales. At that price, investors should buy a small position in this growth stock today.2. Cloudflare: A leader in content delivery network softwareCloud computing company Cloudflare turned in another solid financial report in the fourth quarter. Its customer count climbed 16% to about 162,000, while the average customer spent 22% more over the past year. In turn, fourth-quarter revenue rose 42% to $275 million and cash flow from operating activities soared 92% to $78 million.Those results are particularly impressive in the context of a difficult economic climate, and the company could likely accelerate growth under more favorable conditions.Looking ahead, the investment thesis is straightforward: Cloudflare provides a broad range of cloud services that improve the performance and security of business-critical applications and IT infrastructure, while eliminating the cost of on-premise network hardware. Despite tough competition from larger vendors like Amazon Web Services, Cloudflare has a strong presence in several cloud verticals, and the company is well positioned to take market share in others.Why? Cloudflare benefits from two key advantages: speed and scale. It operates the fastest cloud network and developer platform on the planet. That has led to leadership in content delivery network software and edge development platforms, but speed coupled with freemium pricing has also led to mind-boggling scale. Cloudflare handles nearly 18%  of all internet traffic, and it provides security services to 20% of the web, both of which afford the company unrivaled insight into performance issues and security problems across the internet. Cloudflare can use that data to improve its products, creating a network effect that should help it gain momentum in other cloud verticals, especially zero-trust security.On that note, Forrester Research recently recognized Cloudflare as the leader in web application firewalls, and Gartner recognized the company as a leader in web application and API protection. So Cloudflare is making inroads in the security space, but the company has still only scratched the surface of its $125 billion addressable market. With shares trading at around 23 times sales, a bargain compared to the three-year average of 42 times sales, this stock is worth buying today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954790127,"gmtCreate":1676607427869,"gmtModify":1676607431623,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579095725705542","idStr":"3579095725705542"},"themes":[],"htmlText":"Pls like my post thanks&nbsp;","listText":"Pls like my post thanks&nbsp;","text":"Pls like my post thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954790127","repostId":"1173809768","repostType":4,"repost":{"id":"1173809768","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":1676679337,"share":"https://ttm.financial/m/news/1173809768?lang=&edition=fundamental","pubTime":"2023-02-18 08:15","market":"us","language":"en","title":"Nvidia Earnings Preview: Data Center Expectations Rise Amid ChatGPT","url":"https://stock-news.laohu8.com/highlight/detail?id=1173809768","media":"Tiger Newspress","summary":"The viral adoption of ChatGPT has raised expectations for Nvidia's sales growth. That could help dri","content":"<html><head></head><body><blockquote>The viral adoption of ChatGPT has raised expectations for Nvidia&#39;s sales growth. That could help drive average selling prices for the data-center segment even if sequential unit growth is below consensus.</blockquote><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> announced that it will release its fourth-quarter, fiscal 2022 earnings report after the market closes on Wednesday, Feb. 22.</p><p>Analysts expect Nvidia to post revenue of $6.02 billion, down 26.9% from the same period of the last year. Adjusted net profit is expected at $2 billion, and adjusted EPS of $0.81 for the quarter, according to Bloomberg consensus.</p><h2>Prior Period Results and Q4 Outlook</h2><p>NVIDIA reported revenue for the third quarter ended October 30, 2022, of $5.93 billion, down 17% from Q3, fiscal 2021. Data-center revenue jumped 31%, also beating projections, compared with a 51% drop for the company’s gaming business.</p><p>Data centers are a bright spot in a computing industry still mired in a slump. Makers of chips for laptops and desktops suffered a steep decline in orders in the year as recession-wary customers put off big-ticket electronics purchases.</p><p>The company expects fourth-quarter revenue to be about $6 billion, plus or minus 2%. That compares with an estimate of $6.02 billion. Third-quarter profit came in at 58 cents a share, excluding some items, short of the 70-cent projection.</p><h2>What to Watch in Q4, Fiscal 2022 Results</h2><h3>Nvidia&#39;s ChatGPT Tailwind</h3><p>AMD’s results suggest that data-center capital spending from hyperscale cloud vendors for accelerators and graphics processing units has been resilient, while the viral adoption of ChatGPT has raised expectations for Nvidia&#39;s sales growth. That could help drive average selling prices for the data-center segment even if sequential unit growth is below consensus.</p><p>Nvidia&#39;s CEO Jensen Huang has previously voiced bullish sentiment regarding the potential AI tailwind for computing. In that context, he termed ChatGPT as a game-changer and an &#34;iPhone moment&#34; of AI--potentially boosting Nvidia&#39;s sales growth.</p><p>The reasoning behind the potential sales boost for Nvidia is relatively simple. Nvidia holds a dominant position in the market for chips designed for intensive computing required for AI applications. As more people utilize ChatGPT, the program OpenAI will require more computing power to generate responses to the numerous queries received.</p><p>According to an estimate from Citigroup, the growth of ChatGPT usage could bring in sales of between $3 billion and $11 billion for Nvidia over the course of a year. Although it is challenging to predict growth for a new service like ChatGPT, analyst Atif Malik arrived at these figures by considering projections for the number of words generated by ChatGPT and the revenue per word for Nvidia. Similar commentary was voiced by analysts at Bank of America and Wells Fargo.</p><h3>Game Faces Sales Headwinds</h3><p>The gaming segment may remain pressured as the inventory correction in consumer PCs limits demand for Nvidia&#39;s graphics chips. A top-line recovery in gaming is unlikely through 1H and possibly 2H amid the chance of a broader economic slowdown.</p><p>Gaming was once Nvidia’s main breadwinner but on the back of lowered demand, it lost its leading spot to Data Center. Nevertheless, Rakesh notes the company’s leadership position in the segment, estimating Nvidia still claims more than a 70% PC share. And after the severe pullback, checking in with the supply chain, there are indications inventory digestion is “potentially normalizing” with the bottom of the cycle now most likely in the rear-view mirror.</p><p>Additionally, new releases of the RTX 40-series GPUs should “provide tailwinds” in the first half of the year. Analyst Rakesh reckons that at present, around 50% of the PC market uses NVDA GPUs that are two or more generations behind, suggesting there is still a “good upgrade opportunity” in Gaming.</p><h2>Analysts Opinions</h2><p>Bank of America is excited about Nvidia’s long-term potential within artificial intelligence.</p><p>Analyst Vivek Arya reiterated his buy rating in Nvidia and upped his price target by $40 to $255. That new target implies the graphic cards maker’s stock could rally 17% from where it closed Monday.</p><p>He said the company could specifically stand to benefit from generative AI, which is focused on creating new outputs based on data already understood by the system. ChatGPT is one of the best-known examples of generative AI.</p><p>“NVDA’s full-stack of accelerated silicon/systems/software/developers positions it uniquely to lead the nascent generative AI arms-race among global cloud and enterprise customers,” he said in a note to clients Tuesday.</p><p>Mizuho analyst Vijay Rakesh thinks the semiconductor giant is set up well to withstand any further bearish developments in 2023.</p><p>“Despite near-term inventory and macro concerns,” said the 5-star analyst, “we believe NVDA remains dominant in Data Center AI, establishing a wide competitive moat in terms of performance and roadmap execution. In Gaming, we see NVDA remaining the performance and market share leader, with demand remaining relatively stable.”</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 Earnings Preview: Data Center Expectations Rise Amid ChatGPT</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 Earnings Preview: Data Center Expectations Rise Amid ChatGPT\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\">2023-02-18 08:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>The viral adoption of ChatGPT has raised expectations for Nvidia&#39;s sales growth. That could help drive average selling prices for the data-center segment even if sequential unit growth is below consensus.</blockquote><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> announced that it will release its fourth-quarter, fiscal 2022 earnings report after the market closes on Wednesday, Feb. 22.</p><p>Analysts expect Nvidia to post revenue of $6.02 billion, down 26.9% from the same period of the last year. Adjusted net profit is expected at $2 billion, and adjusted EPS of $0.81 for the quarter, according to Bloomberg consensus.</p><h2>Prior Period Results and Q4 Outlook</h2><p>NVIDIA reported revenue for the third quarter ended October 30, 2022, of $5.93 billion, down 17% from Q3, fiscal 2021. Data-center revenue jumped 31%, also beating projections, compared with a 51% drop for the company’s gaming business.</p><p>Data centers are a bright spot in a computing industry still mired in a slump. Makers of chips for laptops and desktops suffered a steep decline in orders in the year as recession-wary customers put off big-ticket electronics purchases.</p><p>The company expects fourth-quarter revenue to be about $6 billion, plus or minus 2%. That compares with an estimate of $6.02 billion. Third-quarter profit came in at 58 cents a share, excluding some items, short of the 70-cent projection.</p><h2>What to Watch in Q4, Fiscal 2022 Results</h2><h3>Nvidia&#39;s ChatGPT Tailwind</h3><p>AMD’s results suggest that data-center capital spending from hyperscale cloud vendors for accelerators and graphics processing units has been resilient, while the viral adoption of ChatGPT has raised expectations for Nvidia&#39;s sales growth. That could help drive average selling prices for the data-center segment even if sequential unit growth is below consensus.</p><p>Nvidia&#39;s CEO Jensen Huang has previously voiced bullish sentiment regarding the potential AI tailwind for computing. In that context, he termed ChatGPT as a game-changer and an &#34;iPhone moment&#34; of AI--potentially boosting Nvidia&#39;s sales growth.</p><p>The reasoning behind the potential sales boost for Nvidia is relatively simple. Nvidia holds a dominant position in the market for chips designed for intensive computing required for AI applications. As more people utilize ChatGPT, the program OpenAI will require more computing power to generate responses to the numerous queries received.</p><p>According to an estimate from Citigroup, the growth of ChatGPT usage could bring in sales of between $3 billion and $11 billion for Nvidia over the course of a year. Although it is challenging to predict growth for a new service like ChatGPT, analyst Atif Malik arrived at these figures by considering projections for the number of words generated by ChatGPT and the revenue per word for Nvidia. Similar commentary was voiced by analysts at Bank of America and Wells Fargo.</p><h3>Game Faces Sales Headwinds</h3><p>The gaming segment may remain pressured as the inventory correction in consumer PCs limits demand for Nvidia&#39;s graphics chips. A top-line recovery in gaming is unlikely through 1H and possibly 2H amid the chance of a broader economic slowdown.</p><p>Gaming was once Nvidia’s main breadwinner but on the back of lowered demand, it lost its leading spot to Data Center. Nevertheless, Rakesh notes the company’s leadership position in the segment, estimating Nvidia still claims more than a 70% PC share. And after the severe pullback, checking in with the supply chain, there are indications inventory digestion is “potentially normalizing” with the bottom of the cycle now most likely in the rear-view mirror.</p><p>Additionally, new releases of the RTX 40-series GPUs should “provide tailwinds” in the first half of the year. Analyst Rakesh reckons that at present, around 50% of the PC market uses NVDA GPUs that are two or more generations behind, suggesting there is still a “good upgrade opportunity” in Gaming.</p><h2>Analysts Opinions</h2><p>Bank of America is excited about Nvidia’s long-term potential within artificial intelligence.</p><p>Analyst Vivek Arya reiterated his buy rating in Nvidia and upped his price target by $40 to $255. That new target implies the graphic cards maker’s stock could rally 17% from where it closed Monday.</p><p>He said the company could specifically stand to benefit from generative AI, which is focused on creating new outputs based on data already understood by the system. ChatGPT is one of the best-known examples of generative AI.</p><p>“NVDA’s full-stack of accelerated silicon/systems/software/developers positions it uniquely to lead the nascent generative AI arms-race among global cloud and enterprise customers,” he said in a note to clients Tuesday.</p><p>Mizuho analyst Vijay Rakesh thinks the semiconductor giant is set up well to withstand any further bearish developments in 2023.</p><p>“Despite near-term inventory and macro concerns,” said the 5-star analyst, “we believe NVDA remains dominant in Data Center AI, establishing a wide competitive moat in terms of performance and roadmap execution. In Gaming, we see NVDA remaining the performance and market share leader, with demand remaining relatively stable.”</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":"1173809768","content_text":"The viral adoption of ChatGPT has raised expectations for Nvidia's sales growth. That could help drive average selling prices for the data-center segment even if sequential unit growth is below consensus.Nvidia announced that it will release its fourth-quarter, fiscal 2022 earnings report after the market closes on Wednesday, Feb. 22.Analysts expect Nvidia to post revenue of $6.02 billion, down 26.9% from the same period of the last year. Adjusted net profit is expected at $2 billion, and adjusted EPS of $0.81 for the quarter, according to Bloomberg consensus.Prior Period Results and Q4 OutlookNVIDIA reported revenue for the third quarter ended October 30, 2022, of $5.93 billion, down 17% from Q3, fiscal 2021. Data-center revenue jumped 31%, also beating projections, compared with a 51% drop for the company’s gaming business.Data centers are a bright spot in a computing industry still mired in a slump. Makers of chips for laptops and desktops suffered a steep decline in orders in the year as recession-wary customers put off big-ticket electronics purchases.The company expects fourth-quarter revenue to be about $6 billion, plus or minus 2%. That compares with an estimate of $6.02 billion. Third-quarter profit came in at 58 cents a share, excluding some items, short of the 70-cent projection.What to Watch in Q4, Fiscal 2022 ResultsNvidia's ChatGPT TailwindAMD’s results suggest that data-center capital spending from hyperscale cloud vendors for accelerators and graphics processing units has been resilient, while the viral adoption of ChatGPT has raised expectations for Nvidia's sales growth. That could help drive average selling prices for the data-center segment even if sequential unit growth is below consensus.Nvidia's CEO Jensen Huang has previously voiced bullish sentiment regarding the potential AI tailwind for computing. In that context, he termed ChatGPT as a game-changer and an \"iPhone moment\" of AI--potentially boosting Nvidia's sales growth.The reasoning behind the potential sales boost for Nvidia is relatively simple. Nvidia holds a dominant position in the market for chips designed for intensive computing required for AI applications. As more people utilize ChatGPT, the program OpenAI will require more computing power to generate responses to the numerous queries received.According to an estimate from Citigroup, the growth of ChatGPT usage could bring in sales of between $3 billion and $11 billion for Nvidia over the course of a year. Although it is challenging to predict growth for a new service like ChatGPT, analyst Atif Malik arrived at these figures by considering projections for the number of words generated by ChatGPT and the revenue per word for Nvidia. Similar commentary was voiced by analysts at Bank of America and Wells Fargo.Game Faces Sales HeadwindsThe gaming segment may remain pressured as the inventory correction in consumer PCs limits demand for Nvidia's graphics chips. A top-line recovery in gaming is unlikely through 1H and possibly 2H amid the chance of a broader economic slowdown.Gaming was once Nvidia’s main breadwinner but on the back of lowered demand, it lost its leading spot to Data Center. Nevertheless, Rakesh notes the company’s leadership position in the segment, estimating Nvidia still claims more than a 70% PC share. And after the severe pullback, checking in with the supply chain, there are indications inventory digestion is “potentially normalizing” with the bottom of the cycle now most likely in the rear-view mirror.Additionally, new releases of the RTX 40-series GPUs should “provide tailwinds” in the first half of the year. Analyst Rakesh reckons that at present, around 50% of the PC market uses NVDA GPUs that are two or more generations behind, suggesting there is still a “good upgrade opportunity” in Gaming.Analysts OpinionsBank of America is excited about Nvidia’s long-term potential within artificial intelligence.Analyst Vivek Arya reiterated his buy rating in Nvidia and upped his price target by $40 to $255. That new target implies the graphic cards maker’s stock could rally 17% from where it closed Monday.He said the company could specifically stand to benefit from generative AI, which is focused on creating new outputs based on data already understood by the system. ChatGPT is one of the best-known examples of generative AI.“NVDA’s full-stack of accelerated silicon/systems/software/developers positions it uniquely to lead the nascent generative AI arms-race among global cloud and enterprise customers,” he said in a note to clients Tuesday.Mizuho analyst Vijay Rakesh thinks the semiconductor giant is set up well to withstand any further bearish developments in 2023.“Despite near-term inventory and macro concerns,” said the 5-star analyst, “we believe NVDA remains dominant in Data Center AI, establishing a wide competitive moat in terms of performance and roadmap execution. In Gaming, we see NVDA remaining the performance and market share leader, with demand remaining relatively stable.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954492496,"gmtCreate":1676526983616,"gmtModify":1676526988365,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579095725705542","idStr":"3579095725705542"},"themes":[],"htmlText":"Pls like thanks&nbsp;","listText":"Pls like thanks&nbsp;","text":"Pls like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954492496","repostId":"2311436577","repostType":4,"repost":{"id":"2311436577","pubTimestamp":1676532726,"share":"https://ttm.financial/m/news/2311436577?lang=&edition=fundamental","pubTime":"2023-02-16 15:32","market":"us","language":"en","title":"Charlie Munger Still Likes Big Banks and Hates Crypto","url":"https://stock-news.laohu8.com/highlight/detail?id=2311436577","media":"CNN Business","summary":"Charlie Munger, the 99-year-old vice chairman of Berkshire Hathaway and longtime friend and business","content":"<html><head></head><body><p>Charlie Munger, the 99-year-old vice chairman of Berkshire Hathaway and longtime friend and business associate of Warren Buffett, said that he’s still a fan of many big bank stocks, even as Berkshire Hathaway has trimmed its top financial holdings. He also stepped up his long-time criticism of cryptocurrencies.</p><p>“I might have different ideas [than Buffett],” Munger said about bank stocks at the annual meeting for the Los Angeles-based newspaper publisher Daily Journal, where Munger was chairman until last year. Munger remains a board director at Daily Journal and is one of its top investors. The meeting was livestreamed on CNBC.</p><p>Daily Journal, like <a href=\"https://laohu8.com/S/BRK.B\">Berkshire Hathaway </a>, is a conglomerate that also owns some individual stocks. Daily Journal’s portfolio is much smaller than Berkshire’s. But the company does own stakes in four notable companies: <a href=\"https://laohu8.com/S/BAC\">Bank of America </a>, <a href=\"https://laohu8.com/S/USB\">US Bancorp </a> and <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a> as well as China’s <a href=\"https://laohu8.com/S/BABA\">Alibaba </a>.</p><p>Munger, occasionally sipping on a Diet Coke <a href=\"https://laohu8.com/S/KO\">Coca-Cola</a> is one of Berkshire’s top stock holdings) and chewing on peanut brittle from Berkshire-owned See’s Candies, was also asked about ChatGPT and how it might impact the Daily Journal’s newspaper business.</p><p>“Artificial intelligence is very important but there is a lot of crazy hype on the subject. AI is not going to cure cancer,” he said. “There’s a lot of nonsense in it too. I regard it as a mixed blessing.”</p><h2>Munger on China and crypto</h2><p>Munger was also asked about some of Daily Journal’s investments in China. Munger said he remains optimistic about China’s economy, but conceded that Daily Journal’s investment in Alibaba was “one of the worst mistakes I ever made.”</p><p>“I never stopped to think [Alibaba] was still a retailer. It’s going to be a competitive business,” he said.</p><p>Munger was questioned as well about why he (and Buffett) prefer to own shares of Chinese electric vehicle maker <a href=\"https://laohu8.com/S/BYDDY\">BYD</a> as opposed to Elon Musk’s <a href=\"https://laohu8.com/S/TSLA\">Tesla </a>.</p><p>“BYD is so much ahead of Tesla in China it’s almost ridiculous,” Munger said. But he conceded that it’s an expensive stock. Berkshire has been trimming its stake in BYD over the past year.</p><p>Munger, who has been a significant critic of bitcoin and other cryptocurrencies, continued his attack on digital assets Wednesday, continuously referring to crypto as a four-letter curse word used to describe excrement.</p><p>“I think people who oppose my position are idiots,” he said, adding that investors should avoid people who promote cryptocurrencies, once again saying that cryptocurenecies are “worthless,” “crazy,” “ridiculous” and “unspeakable.”</p><p>Munger also recently wrote an opinion piece for the Wall Street Journal suggesting that the US ban cryptocurrencies.</p><p>Investors may hear more from Munger in just a few months. He is expected to appear with Buffett in Omaha on May 6 at Berkshire’s annual meeting.</p></body></html>","source":"cnn_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>Charlie Munger Still Likes Big Banks and Hates Crypto</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\">\nCharlie Munger Still Likes Big Banks and Hates Crypto\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-16 15:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2023/02/15/investing/charlie-munger-daily-journal-warren-buffett><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Charlie Munger, the 99-year-old vice chairman of Berkshire Hathaway and longtime friend and business associate of Warren Buffett, said that he’s still a fan of many big bank stocks, even as Berkshire ...</p>\n\n<a href=\"https://edition.cnn.com/2023/02/15/investing/charlie-munger-daily-journal-warren-buffett\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行","USB":"美国合众银行","KO":"可口可乐"},"source_url":"https://edition.cnn.com/2023/02/15/investing/charlie-munger-daily-journal-warren-buffett","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2311436577","content_text":"Charlie Munger, the 99-year-old vice chairman of Berkshire Hathaway and longtime friend and business associate of Warren Buffett, said that he’s still a fan of many big bank stocks, even as Berkshire Hathaway has trimmed its top financial holdings. He also stepped up his long-time criticism of cryptocurrencies.“I might have different ideas [than Buffett],” Munger said about bank stocks at the annual meeting for the Los Angeles-based newspaper publisher Daily Journal, where Munger was chairman until last year. Munger remains a board director at Daily Journal and is one of its top investors. The meeting was livestreamed on CNBC.Daily Journal, like Berkshire Hathaway , is a conglomerate that also owns some individual stocks. Daily Journal’s portfolio is much smaller than Berkshire’s. But the company does own stakes in four notable companies: Bank of America , US Bancorp  and Wells Fargo as well as China’s Alibaba .Munger, occasionally sipping on a Diet Coke Coca-Cola is one of Berkshire’s top stock holdings) and chewing on peanut brittle from Berkshire-owned See’s Candies, was also asked about ChatGPT and how it might impact the Daily Journal’s newspaper business.“Artificial intelligence is very important but there is a lot of crazy hype on the subject. AI is not going to cure cancer,” he said. “There’s a lot of nonsense in it too. I regard it as a mixed blessing.”Munger on China and cryptoMunger was also asked about some of Daily Journal’s investments in China. Munger said he remains optimistic about China’s economy, but conceded that Daily Journal’s investment in Alibaba was “one of the worst mistakes I ever made.”“I never stopped to think [Alibaba] was still a retailer. It’s going to be a competitive business,” he said.Munger was questioned as well about why he (and Buffett) prefer to own shares of Chinese electric vehicle maker BYD as opposed to Elon Musk’s Tesla .“BYD is so much ahead of Tesla in China it’s almost ridiculous,” Munger said. But he conceded that it’s an expensive stock. Berkshire has been trimming its stake in BYD over the past year.Munger, who has been a significant critic of bitcoin and other cryptocurrencies, continued his attack on digital assets Wednesday, continuously referring to crypto as a four-letter curse word used to describe excrement.“I think people who oppose my position are idiots,” he said, adding that investors should avoid people who promote cryptocurrencies, once again saying that cryptocurenecies are “worthless,” “crazy,” “ridiculous” and “unspeakable.”Munger also recently wrote an opinion piece for the Wall Street Journal suggesting that the US ban cryptocurrencies.Investors may hear more from Munger in just a few months. He is expected to appear with Buffett in Omaha on May 6 at Berkshire’s annual meeting.","news_type":1},"isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954277262,"gmtCreate":1676437574257,"gmtModify":1676437579208,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579095725705542","idStr":"3579095725705542"},"themes":[],"htmlText":"Pls like thanks&nbsp;","listText":"Pls like thanks&nbsp;","text":"Pls like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954277262","repostId":"1179337149","repostType":4,"repost":{"id":"1179337149","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1676415752,"share":"https://ttm.financial/m/news/1179337149?lang=&edition=fundamental","pubTime":"2023-02-15 07:02","market":"us","language":"en","title":"Berkshire Beefs Up Stakes in Apple, Paramount; Trims Shares in Banks, TSMC","url":"https://stock-news.laohu8.com/highlight/detail?id=1179337149","media":"Reuters","summary":"Warren Buffett's Berkshire Hathaway Inc slashed its stake in Taiwanese contract chipmaker TSMC (2330","content":"<html><head></head><body><p>Warren Buffett&#39;s Berkshire Hathaway Inc slashed its stake in Taiwanese contract chipmaker TSMC (2330.TW), as well as in some banks in the fourth quarter, while bolstering its holdings in <a href=\"https://laohu8.com/S/AAPL\">Apple Inc</a>.</p><p>Berkshire cut its position in <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing Co Ltd </a> by 86.2% to 8.29 million sponsored American depositary shares, according to a regulatory filing.</p><p>This comes roughly three months after Berkshire unveiled it bought more than $4.1 billion worth of TSMC stock, which sent shares of the world&#39;s largest contract chipmaker soaring.</p><p>TSMC depository receipts fell 4% in U.S. after hours trade on Tuesday. In Taiwan, TSMC shares opened down 3.3% as Asian markets started Wednesday trading.</p><p>Depositary shares in TSMC, which did not immediately respond to a request for comment, have surged almost 32% this year, closing at $97.96 on Tuesday.</p><p>&#34;Berkshire made a small profit on TSMC. It was not a huge, huge win for Berkshire,&#34; said Cathy Seifert, a CFRA Research analyst. According to her calculations, Berkshire bought it for roughly $68.5 and sold for $74.5.</p><p>It is rare but not unprecedented for Berkshire to quickly undo a multi-billion dollar investment in a company&#39;s stock. In the first quarter of 2022, Berkshire sold nearly all of what had been an $8.3 billion stake in <a href=\"https://laohu8.com/S/VZ\">Verizon Communications Inc</a> that it amassed in late 2020.</p><p>TSMC last month said revenue in the first quarter is likely to dip 5% as it weathers a global downturn in the chip industry because of softening consumer demand for electronics. TSMC executives have said they do not expect market conditions to improve until the second half of the year.</p><p>Besides TSMC, Buffett also divested 91.4% of its shares in US Bancorp (USB.N), to 6.7 million shares, and shrunk its stake in BNY Mellon by roughly 60%, to 25.1 million shares. Both cuts totaled nearly $5.5 billion at current prices.</p><p>Buffett&#39;s conglomerate also holds shares in <a href=\"https://laohu8.com/S/C\">Citigroup Inc </a>, <a href=\"https://laohu8.com/S/BAC\">Bank of America </a> and <a href=\"https://laohu8.com/S/JEF\">Jefferies </a>.</p><p>Berkshire trimmed some positions across its portfolio of U.S. listed companies, including <a href=\"https://laohu8.com/S/CVX\">Chevron </a>, <a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard </a>, maker of the &#34;Call of Duty&#34; video game, and Kroger (KR.N).</p><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft Corp </a> is making efforts to conclude the acquisition of Activision Blizzard. On Feb. 21, Microsoft will defend the deal in front of European Union and national antitrust officials at a closed hearing.</p><p>Among Berkshire&#39;s few additions are Apple, which Buffett views more as a consumer products company. Berkshire bought another 20.8 million Apple shares worth $3.2 billion, raising its stake to 5.8%, according to the filing.</p><p>Shares in Apple have surged nearly 18% this year.</p><p>Berkshire also disclosed a new stake of $84 million in building materials company <a href=\"https://laohu8.com/S/LPX\">Louisiana-Pacific Corp </a>.</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>Berkshire Beefs Up Stakes in Apple, Paramount; Trims Shares in Banks, TSMC</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\">\nBerkshire Beefs Up Stakes in Apple, Paramount; Trims Shares in Banks, TSMC\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-02-15 07:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Warren Buffett&#39;s Berkshire Hathaway Inc slashed its stake in Taiwanese contract chipmaker TSMC (2330.TW), as well as in some banks in the fourth quarter, while bolstering its holdings in <a href=\"https://laohu8.com/S/AAPL\">Apple Inc</a>.</p><p>Berkshire cut its position in <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing Co Ltd </a> by 86.2% to 8.29 million sponsored American depositary shares, according to a regulatory filing.</p><p>This comes roughly three months after Berkshire unveiled it bought more than $4.1 billion worth of TSMC stock, which sent shares of the world&#39;s largest contract chipmaker soaring.</p><p>TSMC depository receipts fell 4% in U.S. after hours trade on Tuesday. In Taiwan, TSMC shares opened down 3.3% as Asian markets started Wednesday trading.</p><p>Depositary shares in TSMC, which did not immediately respond to a request for comment, have surged almost 32% this year, closing at $97.96 on Tuesday.</p><p>&#34;Berkshire made a small profit on TSMC. It was not a huge, huge win for Berkshire,&#34; said Cathy Seifert, a CFRA Research analyst. According to her calculations, Berkshire bought it for roughly $68.5 and sold for $74.5.</p><p>It is rare but not unprecedented for Berkshire to quickly undo a multi-billion dollar investment in a company&#39;s stock. In the first quarter of 2022, Berkshire sold nearly all of what had been an $8.3 billion stake in <a href=\"https://laohu8.com/S/VZ\">Verizon Communications Inc</a> that it amassed in late 2020.</p><p>TSMC last month said revenue in the first quarter is likely to dip 5% as it weathers a global downturn in the chip industry because of softening consumer demand for electronics. TSMC executives have said they do not expect market conditions to improve until the second half of the year.</p><p>Besides TSMC, Buffett also divested 91.4% of its shares in US Bancorp (USB.N), to 6.7 million shares, and shrunk its stake in BNY Mellon by roughly 60%, to 25.1 million shares. Both cuts totaled nearly $5.5 billion at current prices.</p><p>Buffett&#39;s conglomerate also holds shares in <a href=\"https://laohu8.com/S/C\">Citigroup Inc </a>, <a href=\"https://laohu8.com/S/BAC\">Bank of America </a> and <a href=\"https://laohu8.com/S/JEF\">Jefferies </a>.</p><p>Berkshire trimmed some positions across its portfolio of U.S. listed companies, including <a href=\"https://laohu8.com/S/CVX\">Chevron </a>, <a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard </a>, maker of the &#34;Call of Duty&#34; video game, and Kroger (KR.N).</p><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft Corp </a> is making efforts to conclude the acquisition of Activision Blizzard. On Feb. 21, Microsoft will defend the deal in front of European Union and national antitrust officials at a closed hearing.</p><p>Among Berkshire&#39;s few additions are Apple, which Buffett views more as a consumer products company. Berkshire bought another 20.8 million Apple shares worth $3.2 billion, raising its stake to 5.8%, according to the filing.</p><p>Shares in Apple have surged nearly 18% this year.</p><p>Berkshire also disclosed a new stake of $84 million in building materials company <a href=\"https://laohu8.com/S/LPX\">Louisiana-Pacific Corp </a>.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ALLY":"Ally Financial Inc.","LPX":"路易斯安那太平洋","TSM":"台积电","PARA":"Paramount Global","AAPL":"苹果","BK":"纽约梅隆银行"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179337149","content_text":"Warren Buffett's Berkshire Hathaway Inc slashed its stake in Taiwanese contract chipmaker TSMC (2330.TW), as well as in some banks in the fourth quarter, while bolstering its holdings in Apple Inc.Berkshire cut its position in Taiwan Semiconductor Manufacturing Co Ltd  by 86.2% to 8.29 million sponsored American depositary shares, according to a regulatory filing.This comes roughly three months after Berkshire unveiled it bought more than $4.1 billion worth of TSMC stock, which sent shares of the world's largest contract chipmaker soaring.TSMC depository receipts fell 4% in U.S. after hours trade on Tuesday. In Taiwan, TSMC shares opened down 3.3% as Asian markets started Wednesday trading.Depositary shares in TSMC, which did not immediately respond to a request for comment, have surged almost 32% this year, closing at $97.96 on Tuesday.\"Berkshire made a small profit on TSMC. It was not a huge, huge win for Berkshire,\" said Cathy Seifert, a CFRA Research analyst. According to her calculations, Berkshire bought it for roughly $68.5 and sold for $74.5.It is rare but not unprecedented for Berkshire to quickly undo a multi-billion dollar investment in a company's stock. In the first quarter of 2022, Berkshire sold nearly all of what had been an $8.3 billion stake in Verizon Communications Inc that it amassed in late 2020.TSMC last month said revenue in the first quarter is likely to dip 5% as it weathers a global downturn in the chip industry because of softening consumer demand for electronics. TSMC executives have said they do not expect market conditions to improve until the second half of the year.Besides TSMC, Buffett also divested 91.4% of its shares in US Bancorp (USB.N), to 6.7 million shares, and shrunk its stake in BNY Mellon by roughly 60%, to 25.1 million shares. Both cuts totaled nearly $5.5 billion at current prices.Buffett's conglomerate also holds shares in Citigroup Inc , Bank of America  and Jefferies .Berkshire trimmed some positions across its portfolio of U.S. listed companies, including Chevron , Activision Blizzard , maker of the \"Call of Duty\" video game, and Kroger (KR.N).Microsoft Corp  is making efforts to conclude the acquisition of Activision Blizzard. On Feb. 21, Microsoft will defend the deal in front of European Union and national antitrust officials at a closed hearing.Among Berkshire's few additions are Apple, which Buffett views more as a consumer products company. Berkshire bought another 20.8 million Apple shares worth $3.2 billion, raising its stake to 5.8%, according to the filing.Shares in Apple have surged nearly 18% this year.Berkshire also disclosed a new stake of $84 million in building materials company Louisiana-Pacific Corp .","news_type":1},"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954213920,"gmtCreate":1676385290360,"gmtModify":1676385294132,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579095725705542","idStr":"3579095725705542"},"themes":[],"htmlText":"Pls like thanks&nbsp;","listText":"Pls like thanks&nbsp;","text":"Pls like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954213920","repostId":"2311115007","repostType":4,"repost":{"id":"2311115007","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1676370262,"share":"https://ttm.financial/m/news/2311115007?lang=&edition=fundamental","pubTime":"2023-02-14 18:24","market":"us","language":"en","title":"These Stocks Are Moving the Most Today: Palantir, Ford, SolarEdge, Avis, and More","url":"https://stock-news.laohu8.com/highlight/detail?id=2311115007","media":"Dow Jones","summary":"Stock futures edged higher Tuesday ahead of key U.S. consumer inflation data.These stocks were poise","content":"<html><head></head><body><p>Stock futures edged higher Tuesday ahead of key U.S. consumer inflation data.</p><p>These stocks were poised to make moves Tuesday:</p><p>Palantir Technologies <a href=\"https://laohu8.com/S/PLTR\">$(PLTR)$</a> was rising more than 17% in premarket trading after the data-analytics software company reported better-than-expected fourth-quarter profit. It was the company&#39;s first-ever profitable quarter on a GAAP basis. Palantir said it expects it will be profitable on a GAAP basis in 2023.</p><p>Ford <a href=\"https://laohu8.com/S/F\">$(F)$</a> said it would cut 3,800 jobs in Europe over the next three years as the auto maker shifts more toward electric vehicles. The cuts would come primarily from Ford&#39;s European product-development staff. Ford shares were rising slightly in premarket trading.</p><p>SolarEdge Technologies <a href=\"https://laohu8.com/S/SEDG\">$(SEDG)$</a>, the maker of solar components, was down 5.4% even after reporting fourth-quarter earnings and revenue that topped estimates.</p><p>Avis Budget Group <a href=\"https://laohu8.com/S/CAR\">$(CAR)$</a> gained 3.5% after the car-rental chain reported fourth-quarter profit that beat expectations. Revenue in the period rose 8% on strong travel demand.</p><p>Arista Networks <a href=\"https://laohu8.com/S/ANET\">$(ANET)$</a> was up 1.1% after the networking-infrastructure provider posted adjusted fourth-quarter earnings and sales that beat Wall Street estimates.</p><p>Cadence Design Systems <a href=\"https://laohu8.com/S/CDNS\">$(CDNS)$</a> gained 2.3% in premarket trading. The company issued guidance for the first quarter and for fiscal 2023 higher than analysts&#39; estimates.</p><p>iRobot <a href=\"https://laohu8.com/S/IRBT\">$(IRBT)$</a> was falling 1.4% in premarket trading after the maker of Roomba vacuums said it would lay off about 7% of its workforce.</p><p>Coca-Cola <a href=\"https://laohu8.com/S/KO\">$(KO)$</a>, GlobalFoundries <a href=\"https://laohu8.com/S/GFS.UK\">$(GFS.UK)$</a>, Zoetis <a href=\"https://laohu8.com/S/ZTS\">$(ZTS)$</a>, Cleveland-Cliffs <a href=\"https://laohu8.com/S/CLF\">$(CLF)$</a>, and Marriott International <a href=\"https://laohu8.com/S/MAR\">$(MAR)$</a> are scheduled to report quarterly earnings before stocks open for trading Tuesday.</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>These Stocks Are Moving the Most Today: Palantir, Ford, SolarEdge, Avis, and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese Stocks Are Moving the Most Today: Palantir, Ford, SolarEdge, Avis, and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-02-14 18:24</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stock futures edged higher Tuesday ahead of key U.S. consumer inflation data.</p><p>These stocks were poised to make moves Tuesday:</p><p>Palantir Technologies <a href=\"https://laohu8.com/S/PLTR\">$(PLTR)$</a> was rising more than 17% in premarket trading after the data-analytics software company reported better-than-expected fourth-quarter profit. It was the company&#39;s first-ever profitable quarter on a GAAP basis. Palantir said it expects it will be profitable on a GAAP basis in 2023.</p><p>Ford <a href=\"https://laohu8.com/S/F\">$(F)$</a> said it would cut 3,800 jobs in Europe over the next three years as the auto maker shifts more toward electric vehicles. The cuts would come primarily from Ford&#39;s European product-development staff. Ford shares were rising slightly in premarket trading.</p><p>SolarEdge Technologies <a href=\"https://laohu8.com/S/SEDG\">$(SEDG)$</a>, the maker of solar components, was down 5.4% even after reporting fourth-quarter earnings and revenue that topped estimates.</p><p>Avis Budget Group <a href=\"https://laohu8.com/S/CAR\">$(CAR)$</a> gained 3.5% after the car-rental chain reported fourth-quarter profit that beat expectations. Revenue in the period rose 8% on strong travel demand.</p><p>Arista Networks <a href=\"https://laohu8.com/S/ANET\">$(ANET)$</a> was up 1.1% after the networking-infrastructure provider posted adjusted fourth-quarter earnings and sales that beat Wall Street estimates.</p><p>Cadence Design Systems <a href=\"https://laohu8.com/S/CDNS\">$(CDNS)$</a> gained 2.3% in premarket trading. The company issued guidance for the first quarter and for fiscal 2023 higher than analysts&#39; estimates.</p><p>iRobot <a href=\"https://laohu8.com/S/IRBT\">$(IRBT)$</a> was falling 1.4% in premarket trading after the maker of Roomba vacuums said it would lay off about 7% of its workforce.</p><p>Coca-Cola <a href=\"https://laohu8.com/S/KO\">$(KO)$</a>, GlobalFoundries <a href=\"https://laohu8.com/S/GFS.UK\">$(GFS.UK)$</a>, Zoetis <a href=\"https://laohu8.com/S/ZTS\">$(ZTS)$</a>, Cleveland-Cliffs <a href=\"https://laohu8.com/S/CLF\">$(CLF)$</a>, and Marriott International <a href=\"https://laohu8.com/S/MAR\">$(MAR)$</a> are scheduled to report quarterly earnings before stocks open for trading Tuesday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","F":"福特汽车","PLTR":"Palantir Technologies Inc.","SEDG":"SolarEdge Technologies, Inc.","CAR":"安飞士","ANET":"Arista Networks, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2311115007","content_text":"Stock futures edged higher Tuesday ahead of key U.S. consumer inflation data.These stocks were poised to make moves Tuesday:Palantir Technologies $(PLTR)$ was rising more than 17% in premarket trading after the data-analytics software company reported better-than-expected fourth-quarter profit. It was the company's first-ever profitable quarter on a GAAP basis. Palantir said it expects it will be profitable on a GAAP basis in 2023.Ford $(F)$ said it would cut 3,800 jobs in Europe over the next three years as the auto maker shifts more toward electric vehicles. The cuts would come primarily from Ford's European product-development staff. Ford shares were rising slightly in premarket trading.SolarEdge Technologies $(SEDG)$, the maker of solar components, was down 5.4% even after reporting fourth-quarter earnings and revenue that topped estimates.Avis Budget Group $(CAR)$ gained 3.5% after the car-rental chain reported fourth-quarter profit that beat expectations. Revenue in the period rose 8% on strong travel demand.Arista Networks $(ANET)$ was up 1.1% after the networking-infrastructure provider posted adjusted fourth-quarter earnings and sales that beat Wall Street estimates.Cadence Design Systems $(CDNS)$ gained 2.3% in premarket trading. The company issued guidance for the first quarter and for fiscal 2023 higher than analysts' estimates.iRobot $(IRBT)$ was falling 1.4% in premarket trading after the maker of Roomba vacuums said it would lay off about 7% of its workforce.Coca-Cola $(KO)$, GlobalFoundries $(GFS.UK)$, Zoetis $(ZTS)$, Cleveland-Cliffs $(CLF)$, and Marriott International $(MAR)$ are scheduled to report quarterly earnings before stocks open for trading Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954618912,"gmtCreate":1676308665837,"gmtModify":1676308669659,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579095725705542","idStr":"3579095725705542"},"themes":[],"htmlText":"Pls like thanks&nbsp;","listText":"Pls like thanks&nbsp;","text":"Pls like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954618912","repostId":"1193166620","repostType":4,"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954809656,"gmtCreate":1676178130775,"gmtModify":1676178134112,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579095725705542","idStr":"3579095725705542"},"themes":[],"htmlText":"Pls like thanks&nbsp;","listText":"Pls like thanks&nbsp;","text":"Pls like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954809656","repostId":"2310619261","repostType":4,"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954181336,"gmtCreate":1676086005925,"gmtModify":1676086009543,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579095725705542","idStr":"3579095725705542"},"themes":[],"htmlText":"Pls like thanks&nbsp;","listText":"Pls like thanks&nbsp;","text":"Pls like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954181336","repostId":"2310619261","repostType":4,"repost":{"id":"2310619261","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1676079335,"share":"https://ttm.financial/m/news/2310619261?lang=&edition=fundamental","pubTime":"2023-02-11 09:35","market":"us","language":"en","title":"Microsoft Co-Founder Bill Gates: ChatGPT “Will Change Our World”","url":"https://stock-news.laohu8.com/highlight/detail?id=2310619261","media":"Reuters","summary":" - Microsoft co-founder Bill Gates believes ChatGPT, a chatbot that gives strikingly human-like responses to user queries, is as significant as the invention of the internet, he told German business daily Handelsblatt in an interview published on Friday.\"Until now, artificial intelligence could read and write, but could not understand the content. The new programs like ChatGPT will make many office jobs more efficient by helping to write invoices or letters. This will change our world,\" he said,","content":"<html><head></head><body><p>(Reuters) - Microsoft co-founder Bill Gates believes ChatGPT, a chatbot that gives strikingly human-like responses to user queries, is as significant as the invention of the internet, he told German business daily Handelsblatt in an interview published on Friday.</p><p>&#34;Until now, artificial intelligence could read and write, but could not understand the content. The new programs like ChatGPT will make many office jobs more efficient by helping to write invoices or letters. This will change our world,&#34; he said, in comments published in German.</p><p>ChatGPT, developed by U.S. firm OpenAI and backed by Microsoft Corp   , has been rated the fastest-growing consumer app in history.</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>Microsoft Co-Founder Bill Gates: ChatGPT “Will Change Our World”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Co-Founder Bill Gates: ChatGPT “Will Change Our World”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-02-11 09:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Microsoft co-founder Bill Gates believes ChatGPT, a chatbot that gives strikingly human-like responses to user queries, is as significant as the invention of the internet, he told German business daily Handelsblatt in an interview published on Friday.</p><p>&#34;Until now, artificial intelligence could read and write, but could not understand the content. The new programs like ChatGPT will make many office jobs more efficient by helping to write invoices or letters. This will change our world,&#34; he said, in comments published in German.</p><p>ChatGPT, developed by U.S. firm OpenAI and backed by Microsoft Corp   , has been rated the fastest-growing consumer app in history.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2310619261","content_text":"(Reuters) - Microsoft co-founder Bill Gates believes ChatGPT, a chatbot that gives strikingly human-like responses to user queries, is as significant as the invention of the internet, he told German business daily Handelsblatt in an interview published on Friday.\"Until now, artificial intelligence could read and write, but could not understand the content. The new programs like ChatGPT will make many office jobs more efficient by helping to write invoices or letters. This will change our world,\" he said, in comments published in German.ChatGPT, developed by U.S. firm OpenAI and backed by Microsoft Corp   , has been rated the fastest-growing consumer app in history.","news_type":1},"isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954314386,"gmtCreate":1675997742846,"gmtModify":1675997747593,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579095725705542","idStr":"3579095725705542"},"themes":[],"htmlText":"Pls like thanks&nbsp;","listText":"Pls like thanks&nbsp;","text":"Pls like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954314386","repostId":"2310634903","repostType":4,"repost":{"id":"2310634903","pubTimestamp":1675993975,"share":"https://ttm.financial/m/news/2310634903?lang=&edition=fundamental","pubTime":"2023-02-10 09:52","market":"us","language":"en","title":"Up 68% This Year, Is Tesla Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2310634903","media":"Motley Fool","summary":"Shares are still 53% off their all-time high. Is it time to buy?","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>Tesla&#39;s swelling production numbers led to great earnings results in 2022.</li><li>The company continues to bring new factories and models online, helping to grow revenue and profits.</li><li>Tesla&#39;s gross margins are the best in the business, which helps them squeeze the competition.</li></ul><p><b>Tesla</b> shares are on fire this year. After a horrendous 2022, where shares fell more than 65%, the stock has exploded higher this year and is up 68% year to date.</p><p>Is there still time for investors to scoop up shares of Tesla? Let&#39;s have a closer look.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36042e7a8e0b6139c65b59d01a8b8cfd\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>Tesla delivered excellent quarterly results as vehicle production continued to ramp up</h2><p>In the latter half of 2022, there was much concern that Elon Musk&#39;s purchase of Twitter would hurt Tesla&#39;s execution if the mercurial CEO became distracted with his new social media project. However, Tesla&#39;s magnificent fourth-quarter 2022 earnings results have poured cold water on that narrative.</p><p>The company blew away expectations with the following notable highlights:</p><ul><li>Highest-ever vehicle deliveries of 1.31 million in 2022</li><li>Record quarterly highs in revenue, operating income, and net income</li><li>Earnings per share of $1.19, vs. $1.13 consensus estimates</li></ul><p>About 85% of Tesla&#39;s revenue came from automotive sales, so Tesla needs to continue pumping out vehicles -- and it&#39;s doing exactly that. With 1.31 million vehicle deliveries in 2022, the company&#39;s sales surged 40% over 2021.</p><p>Tesla&#39;s total vehicle production capacity now stands at around 1.9 million across its factories in Shanghai, California, Texas, and Germany. Furthermore, the company delivered the first of its Semi vehicles in December, and 2023 should see the first deliveries of its Cybertruck. Those new additions to the lineup will only boost the company&#39;s overall sales figures.</p><p>As a result, Tesla&#39;s long-standing goal of producing and selling 20 million vehicles per year -- which would make it the largest vehicle manufacturer -- seems plausible. The company is closing in on the top 10 in worldwide sales, growing much faster than its competitors.</p><h2>Higher volumes allow Tesla to squeeze the competition</h2><p>Expanding production isn&#39;t Tesla&#39;s only goal. It&#39;s after something far more important: Dominating the competitive landscape. Tesla already has --<i>by far</i> -- the best gross margins in the automotive industry.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e018191ba0b16e1209b9c66eabc521d6\" tg-width=\"720\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>TSLA Gross Profit Margin data by YCharts.</span></p><p>These fat gross margins allow Tesla to lower prices as production levels increase -- something the company has already done in 2023. By contrast, the company&#39;s competitors can&#39;t respond in kind -- at least not without threatening to sell their vehicles at a loss. For instance,<b>General Motors</b>has already cut the price of its Cadillac Lyriq, even though the company only sold 122 of them in 2022.</p><p>High pension costs, aging factories and supply chains, and a complex dealership structure are some of the challenges legacy automakers face in boosting their margins. This makes it difficult to thwart Tesla&#39;s rise.</p><h2>Is Tesla a buy?</h2><p>Tesla is hitting its production targets and crushing the competition, but is that already baked into its share price? Yes and no.</p><p>Shares have skyrocketed in value so far this year as it&#39;s become clear that the company is firing on all cylinders. Even so, shares remain down35% from one year ago. The concerns about Musk&#39;s Twitter purchase -- combined with his personal sales of Tesla stock -- may have given investors a tremendous opportunity.</p><p>Shares trade at a price-to-earnings multiple of 55. That&#39;s expensive -- but historically <i>cheap</i> for Tesla. Besides, with revenue growth of 37% and a return on equity of 32%, you&#39;re paying up for quality. At any rate, Tesla stock still looks attractive, and long-term investors will likely be rewarded for buying now.</p><p>Also Read: <a href=\"https://ttm.financial/NW/1197453840\" target=\"_blank\">Tesla Rally Tops 100% From Low, Supercharged by New Optimism</a></p><p><a href=\"https://ttm.financial/NW/2310402185\" target=\"_blank\">Tesla Stock Tops $200. Here’s What Happens Next</a></p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Up 68% This Year, Is Tesla Stock a Buy?</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\">\nUp 68% This Year, Is Tesla Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-10 09:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/02/09/up-54-this-year-is-tesla-a-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSTesla's swelling production numbers led to great earnings results in 2022.The company continues to bring new factories and models online, helping to grow revenue and profits.Tesla's gross ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/09/up-54-this-year-is-tesla-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4555":"新能源车","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4581":"高盛持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1548497426.USD":"安联环球人工智能AT Acc","LU0097036916.USD":"贝莱德美国增长A2 USD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4548":"巴美列捷福持仓","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4511":"特斯拉概念","BK4574":"无人驾驶","TSLA":"特斯拉","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4527":"明星科技股","LU0823411888.USD":"法巴消费创新基金 Cap","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4099":"汽车制造商","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4534":"瑞士信贷持仓","LU2063271972.USD":"富兰克林创新领域基金","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4551":"寇图资本持仓","BK4585":"ETF&股票定投概念","BK4550":"红杉资本持仓","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD"},"source_url":"https://www.fool.com/investing/2023/02/09/up-54-this-year-is-tesla-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2310634903","content_text":"KEY POINTSTesla's swelling production numbers led to great earnings results in 2022.The company continues to bring new factories and models online, helping to grow revenue and profits.Tesla's gross margins are the best in the business, which helps them squeeze the competition.Tesla shares are on fire this year. After a horrendous 2022, where shares fell more than 65%, the stock has exploded higher this year and is up 68% year to date.Is there still time for investors to scoop up shares of Tesla? Let's have a closer look.Image source: Getty Images.Tesla delivered excellent quarterly results as vehicle production continued to ramp upIn the latter half of 2022, there was much concern that Elon Musk's purchase of Twitter would hurt Tesla's execution if the mercurial CEO became distracted with his new social media project. However, Tesla's magnificent fourth-quarter 2022 earnings results have poured cold water on that narrative.The company blew away expectations with the following notable highlights:Highest-ever vehicle deliveries of 1.31 million in 2022Record quarterly highs in revenue, operating income, and net incomeEarnings per share of $1.19, vs. $1.13 consensus estimatesAbout 85% of Tesla's revenue came from automotive sales, so Tesla needs to continue pumping out vehicles -- and it's doing exactly that. With 1.31 million vehicle deliveries in 2022, the company's sales surged 40% over 2021.Tesla's total vehicle production capacity now stands at around 1.9 million across its factories in Shanghai, California, Texas, and Germany. Furthermore, the company delivered the first of its Semi vehicles in December, and 2023 should see the first deliveries of its Cybertruck. Those new additions to the lineup will only boost the company's overall sales figures.As a result, Tesla's long-standing goal of producing and selling 20 million vehicles per year -- which would make it the largest vehicle manufacturer -- seems plausible. The company is closing in on the top 10 in worldwide sales, growing much faster than its competitors.Higher volumes allow Tesla to squeeze the competitionExpanding production isn't Tesla's only goal. It's after something far more important: Dominating the competitive landscape. Tesla already has --by far -- the best gross margins in the automotive industry.TSLA Gross Profit Margin data by YCharts.These fat gross margins allow Tesla to lower prices as production levels increase -- something the company has already done in 2023. By contrast, the company's competitors can't respond in kind -- at least not without threatening to sell their vehicles at a loss. For instance,General Motorshas already cut the price of its Cadillac Lyriq, even though the company only sold 122 of them in 2022.High pension costs, aging factories and supply chains, and a complex dealership structure are some of the challenges legacy automakers face in boosting their margins. This makes it difficult to thwart Tesla's rise.Is Tesla a buy?Tesla is hitting its production targets and crushing the competition, but is that already baked into its share price? Yes and no.Shares have skyrocketed in value so far this year as it's become clear that the company is firing on all cylinders. Even so, shares remain down35% from one year ago. The concerns about Musk's Twitter purchase -- combined with his personal sales of Tesla stock -- may have given investors a tremendous opportunity.Shares trade at a price-to-earnings multiple of 55. That's expensive -- but historically cheap for Tesla. Besides, with revenue growth of 37% and a return on equity of 32%, you're paying up for quality. At any rate, Tesla stock still looks attractive, and long-term investors will likely be rewarded for buying now.Also Read: Tesla Rally Tops 100% From Low, Supercharged by New OptimismTesla Stock Tops $200. Here’s What Happens Next","news_type":1},"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954938241,"gmtCreate":1675908209783,"gmtModify":1675908213892,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579095725705542","idStr":"3579095725705542"},"themes":[],"htmlText":"Pls like thanks&nbsp;","listText":"Pls like thanks&nbsp;","text":"Pls like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954938241","repostId":"2310354915","repostType":4,"repost":{"id":"2310354915","pubTimestamp":1675895332,"share":"https://ttm.financial/m/news/2310354915?lang=&edition=fundamental","pubTime":"2023-02-09 06:28","market":"us","language":"en","title":"Alphabet Falls Most in Three Months on Bard Accuracy Concerns","url":"https://stock-news.laohu8.com/highlight/detail?id=2310354915","media":"Bloomberg","summary":"Google’s parent is under pressure as Microsoft moves on searchInternet giant says chatbot Bard will ","content":"<html><head></head><body><ul><li>Google’s parent is under pressure as Microsoft moves on search</li><li>Internet giant says chatbot Bard will get ‘rigorous’ testing</li></ul><p>Google owner Alphabet Inc. fell by the most in more than three months after a demonstration of its new artificial intelligence chatbot, Bard, sparked concerns that the tech giant has lost ground in the race for the future of internet search.</p><p>Google has been under pressure since developer OpenAI launched its wildly popular chatbot, ChatGPT, which many in the tech industry tout as the next generation of search. On Tuesday, Microsoft Corp., which is investing billions in OpenAI, unveiled a new version of its Bing search engine and Edge browser incorporating technology from the AI startup. On Wednesday, Google hosted a news conference in Paris where it shared more details about its progress integrating artificial intelligence into search.</p><p>Investors were largely underwhelmed by the demonstration. In one instance, Bard was asked about new discoveries from the James Webb Space Telescope. In one of its responses, Bard said the telescope was used to take the first pictures of a planet outside the Earth’s solar system — but NASA says those were actually takenby a different telescope.</p><p>For now, Bard is available only to a limited number of trusted testers, and OpenAI’s ChatGPT has also been found to deliver inaccurate or outdated responses. Yet investors are keenly attuned to any threat to Google’s search business, which remains its lifeblood.</p><p>“That is why you see such a reaction, because this is the money generator, the cash cow in Alphabet’s portfolio,” said Mandeep Singh, an analyst with Bloomberg Intelligence.</p><p>Google said in a statement that Bard’s response “highlights the importance of a rigorous testing process.” The company said it will combine external feedback with its own internal testing to ensure Bard’s responses “meet a high bar for quality, safety and groundedness in real-world information.”</p><p><img src=\"https://static.tigerbbs.com/5cf1990fc7b8fb54de52c9e40943cec7\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>Alphabet declined 7.7% to $99.37 on Wednesday. Earlier, the shares fell as much as 8.9%, the biggest drop since Oct. 26.</p><p>Last year, Google declared a “code red” in response to ChatGPT’s release — a move akin to pulling a fire alarm internally, which sent the company’s AI engineers scrambling for a response. Bard’s imperfect performance on the public stage suggests the company may have felt pressure to show off the technology before it was ready, Singh said.</p><p>“They did this in haste,” Singh said. “You don’t expect it from a company that is so dominant, and really has always been able to fend off any challenges as far as their core search business.”</p><p>While Microsoft won the narrative this week, Google’s longstanding investments in artificial intelligence will ultimately pay off, said Gene Munster, co-founder and managing partner at Deepwater Asset Management.</p><p>“Right now the snapshot is: advantage Microsoft,” Munster said. “However, we still think the long-term advantage should go to Alphabet given the resources it has put into AI over the past six years.”</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>Alphabet Falls Most in Three Months on Bard Accuracy Concerns</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet Falls Most in Three Months on Bard Accuracy Concerns\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-09 06:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-02-08/alphabet-falls-most-in-three-months-on-bard-accuracy-concerns><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Google’s parent is under pressure as Microsoft moves on searchInternet giant says chatbot Bard will get ‘rigorous’ testingGoogle owner Alphabet Inc. fell by the most in more than three months after a ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-02-08/alphabet-falls-most-in-three-months-on-bard-accuracy-concerns\">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","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","IE00BLSP4452.SGD":"Legg Mason ClearBridge - 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On Tuesday, Microsoft Corp., which is investing billions in OpenAI, unveiled a new version of its Bing search engine and Edge browser incorporating technology from the AI startup. On Wednesday, Google hosted a news conference in Paris where it shared more details about its progress integrating artificial intelligence into search.Investors were largely underwhelmed by the demonstration. In one instance, Bard was asked about new discoveries from the James Webb Space Telescope. In one of its responses, Bard said the telescope was used to take the first pictures of a planet outside the Earth’s solar system — but NASA says those were actually takenby a different telescope.For now, Bard is available only to a limited number of trusted testers, and OpenAI’s ChatGPT has also been found to deliver inaccurate or outdated responses. Yet investors are keenly attuned to any threat to Google’s search business, which remains its lifeblood.“That is why you see such a reaction, because this is the money generator, the cash cow in Alphabet’s portfolio,” said Mandeep Singh, an analyst with Bloomberg Intelligence.Google said in a statement that Bard’s response “highlights the importance of a rigorous testing process.” The company said it will combine external feedback with its own internal testing to ensure Bard’s responses “meet a high bar for quality, safety and groundedness in real-world information.”Alphabet declined 7.7% to $99.37 on Wednesday. Earlier, the shares fell as much as 8.9%, the biggest drop since Oct. 26.Last year, Google declared a “code red” in response to ChatGPT’s release — a move akin to pulling a fire alarm internally, which sent the company’s AI engineers scrambling for a response. Bard’s imperfect performance on the public stage suggests the company may have felt pressure to show off the technology before it was ready, Singh said.“They did this in haste,” Singh said. “You don’t expect it from a company that is so dominant, and really has always been able to fend off any challenges as far as their core search business.”While Microsoft won the narrative this week, Google’s longstanding investments in artificial intelligence will ultimately pay off, said Gene Munster, co-founder and managing partner at Deepwater Asset Management.“Right now the snapshot is: advantage Microsoft,” Munster said. “However, we still think the long-term advantage should go to Alphabet given the resources it has put into AI over the past six years.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954098003,"gmtCreate":1675820986502,"gmtModify":1675820990938,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579095725705542","idStr":"3579095725705542"},"themes":[],"htmlText":"Pls like thanks&nbsp;","listText":"Pls like thanks&nbsp;","text":"Pls like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954098003","repostId":"1187913650","repostType":4,"repost":{"id":"1187913650","pubTimestamp":1675808878,"share":"https://ttm.financial/m/news/1187913650?lang=&edition=fundamental","pubTime":"2023-02-08 06:27","market":"us","language":"en","title":"Powell Says Further Rate Hikes Needed and Markets Take Heed","url":"https://stock-news.laohu8.com/highlight/detail?id=1187913650","media":"Bloomberg","summary":"Federal Reserve Chair Jerome Powell stuck to his message that interest rates need to keep rising to ","content":"<html><head></head><body><p>Federal Reserve Chair Jerome Powell stuck to his message that interest rates need to keep rising to quash inflation and this time, the bond market listened.</p><p>In particular, Powell floated the idea during an event in Washington on Tuesday that borrowing costs may reach a higher peak than traders and policymakers anticipate.</p><p>The talk was Powell’s first since last Wednesday, following the Fed’s decision to raise rates by a quarter point, when markets shook off his warning that rates were headed up and rallied anyway. The chair offered similar words again but, in the aftermath of a red-hot January employment report, they hit home harder.</p><p>“We think we are going to need to do further rate increases,” Powell told David Rubenstein during a question-and-answer session at the Economic Club of Washington. “The labor market is extraordinarily strong.”</p><p>If the job situation remains very hot, “it may well be the case that we have to do more,” he said.</p><p>Much stronger than expected US government data on Friday showed employers added 517,000 new workers in January while unemployment fell to 3.4%, the lowest rate since 1969. Powell said the report “shows you why we think this will be a process that takes a significant period of time.”</p><p>Bonds sold off after an initial rally as the Fed chair opened the door to a higher peak rate in 2023 if the job market doesn’t start cooling. US stocks also backtracked as Powell spoke but closed the session higher.</p><p>His remarks suggest that the 5.1% interest-rate peak forecast by officials in December, according to their median projection, is a soft ceiling. Powell sounded willing to follow the data and move higher if necessary.</p><p>The Federal Open Market Committee lifted its benchmark rate by a quarter percentage point to a range of 4.5% to 4.75% last week. The smaller move followed a half-point increase in December and four jumbo-sized 75 basis-point hikes prior to that.</p><p>A string of milder readings on price pressures has fanned optimism that the Fed was winning the battle against inflation that last year reached the highest level in four decades. But officials say they are determined not to declare victory prematurely.</p><p>January’s consumer price report could cool by less than expected, underscoring the need for the Fed to push ahead with rate hikes in march and May, said Omair Sharif at Inflation Insights in Sacramento.</p><p>“There are still plenty of hurdles on the horizon for inflation,” he said. “You will see some repricing here” as investors adjust to how high they expect the Fed to lift borrowing costs.</p><p>Investors, responding to January’s sizzling employment report, now expect rate to rise to just above 5%, similar to what Fed officials forecast in December.</p><p>Powell has argued that easing pressure in the labor market is part of the answer to cooling off inflation in core services, excluding housing, a measure he has highlighted.</p><p><img src=\"https://community-static.tradeup.com/news/63c4b2e2c2cc020c8103a02f1107db30\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>U.S. central bankers were caught off guard by a rapid rise in prices in the final quarter of 2021. Inflation, by their preferred measure, rose 5% in the 12 months through December, far above their 2% target.</p><p>While some measures of inflation have cooled in recent months, Powell told reporters last week that officials need “substantially more evidence” to be confident that inflation is on a downward path.</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>Powell Says Further Rate Hikes Needed and Markets Take Heed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPowell Says Further Rate Hikes Needed and Markets Take Heed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-08 06:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-02-07/powell-says-further-rate-hikes-needed-amid-strong-labor-market><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Federal Reserve Chair Jerome Powell stuck to his message that interest rates need to keep rising to quash inflation and this time, the bond market listened.In particular, Powell floated the idea ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-02-07/powell-says-further-rate-hikes-needed-amid-strong-labor-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2023-02-07/powell-says-further-rate-hikes-needed-amid-strong-labor-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187913650","content_text":"Federal Reserve Chair Jerome Powell stuck to his message that interest rates need to keep rising to quash inflation and this time, the bond market listened.In particular, Powell floated the idea during an event in Washington on Tuesday that borrowing costs may reach a higher peak than traders and policymakers anticipate.The talk was Powell’s first since last Wednesday, following the Fed’s decision to raise rates by a quarter point, when markets shook off his warning that rates were headed up and rallied anyway. The chair offered similar words again but, in the aftermath of a red-hot January employment report, they hit home harder.“We think we are going to need to do further rate increases,” Powell told David Rubenstein during a question-and-answer session at the Economic Club of Washington. “The labor market is extraordinarily strong.”If the job situation remains very hot, “it may well be the case that we have to do more,” he said.Much stronger than expected US government data on Friday showed employers added 517,000 new workers in January while unemployment fell to 3.4%, the lowest rate since 1969. Powell said the report “shows you why we think this will be a process that takes a significant period of time.”Bonds sold off after an initial rally as the Fed chair opened the door to a higher peak rate in 2023 if the job market doesn’t start cooling. US stocks also backtracked as Powell spoke but closed the session higher.His remarks suggest that the 5.1% interest-rate peak forecast by officials in December, according to their median projection, is a soft ceiling. Powell sounded willing to follow the data and move higher if necessary.The Federal Open Market Committee lifted its benchmark rate by a quarter percentage point to a range of 4.5% to 4.75% last week. The smaller move followed a half-point increase in December and four jumbo-sized 75 basis-point hikes prior to that.A string of milder readings on price pressures has fanned optimism that the Fed was winning the battle against inflation that last year reached the highest level in four decades. But officials say they are determined not to declare victory prematurely.January’s consumer price report could cool by less than expected, underscoring the need for the Fed to push ahead with rate hikes in march and May, said Omair Sharif at Inflation Insights in Sacramento.“There are still plenty of hurdles on the horizon for inflation,” he said. “You will see some repricing here” as investors adjust to how high they expect the Fed to lift borrowing costs.Investors, responding to January’s sizzling employment report, now expect rate to rise to just above 5%, similar to what Fed officials forecast in December.Powell has argued that easing pressure in the labor market is part of the answer to cooling off inflation in core services, excluding housing, a measure he has highlighted.U.S. central bankers were caught off guard by a rapid rise in prices in the final quarter of 2021. Inflation, by their preferred measure, rose 5% in the 12 months through December, far above their 2% target.While some measures of inflation have cooled in recent months, Powell told reporters last week that officials need “substantially more evidence” to be confident that inflation is on a downward path.","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955791647,"gmtCreate":1675737905090,"gmtModify":1675737910974,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579095725705542","idStr":"3579095725705542"},"themes":[],"htmlText":"Pls like thanks&nbsp;","listText":"Pls like thanks&nbsp;","text":"Pls like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955791647","repostId":"1173300731","repostType":4,"repost":{"id":"1173300731","pubTimestamp":1675732536,"share":"https://ttm.financial/m/news/1173300731?lang=&edition=fundamental","pubTime":"2023-02-07 09:15","market":"us","language":"en","title":"ETF Flows｜Value Stock, Bond ETFs Flows Jumped After Fed Rate Hike","url":"https://stock-news.laohu8.com/highlight/detail?id=1173300731","media":"ETF.com","summary":"Investors are hunting for bargains even after the rally that kicked off 2023 has erased part of last","content":"<html><head></head><body><p>Investors are hunting for bargains even after the rally that kicked off 2023 has erased part of last year’s double-digit decline in the S&amp;P 500.</p><p>The <b>Vanguard Value ETF (VTV),</b> which is up only about 1% so far this year, led all funds’ inflows last week when it took in $2.73 billion, according to ETF.com data. The No. 2 spot went to the <b>BNY Mellon US Large Cap Core Equity ETF (BKLC);</b> that fund’s assets under management surged 69% as it took in $1.23 billion.</p><p>Even after last week’s gain in the S&amp;P 500, the world’s biggest ETF, the <b>SPDR S&amp;P 500 ETF Trust (SPY),</b> <b>Shares iBoxx USD Investment Grade Corporate Bond ETF (LQD)</b></p><p>Among asset classes, U.S. equities held the top spot, bringing in $8.24 billion. The top performer was the $1.54 million <b>VanEck Digital Mining ETF (DAM)</b></p><p><i>For a full list of last week’s top inflows and outflows, see the tables below:</i></p><p><img src=\"https://static.tigerbbs.com/9ed05ed820577131a25f10b78d1f6725\" tg-width=\"853\" tg-height=\"4425\" referrerpolicy=\"no-referrer\"/></p></body></html>","source":"lsy1658296283341","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>ETF Flows｜Value Stock, Bond ETFs Flows Jumped After Fed Rate Hike</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\">\nETF Flows｜Value Stock, Bond ETFs Flows Jumped After Fed Rate Hike\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-07 09:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.etf.com/sections/weekly-etf-flows/weekly-etf-flows-2023-02-03-2023-01-30><strong>ETF.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors are hunting for bargains even after the rally that kicked off 2023 has erased part of last year’s double-digit decline in the S&P 500.The Vanguard Value ETF (VTV), which is up only about 1% ...</p>\n\n<a href=\"https://www.etf.com/sections/weekly-etf-flows/weekly-etf-flows-2023-02-03-2023-01-30\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BKLC":"BNY Mellon US Large Cap Core Equity ETF",".SPX":"S&P 500 Index","DAM":"VANECK DIGITAL ASSETS MINING ETF","LQD":"债券指数ETF-iShares iBoxx投资级公司债","VTV":"Vanguard Value ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.etf.com/sections/weekly-etf-flows/weekly-etf-flows-2023-02-03-2023-01-30","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173300731","content_text":"Investors are hunting for bargains even after the rally that kicked off 2023 has erased part of last year’s double-digit decline in the S&P 500.The Vanguard Value ETF (VTV), which is up only about 1% so far this year, led all funds’ inflows last week when it took in $2.73 billion, according to ETF.com data. The No. 2 spot went to the BNY Mellon US Large Cap Core Equity ETF (BKLC); that fund’s assets under management surged 69% as it took in $1.23 billion.Even after last week’s gain in the S&P 500, the world’s biggest ETF, the SPDR S&P 500 ETF Trust (SPY), Shares iBoxx USD Investment Grade Corporate Bond ETF (LQD)Among asset classes, U.S. equities held the top spot, bringing in $8.24 billion. The top performer was the $1.54 million VanEck Digital Mining ETF (DAM)For a full list of last week’s top inflows and outflows, see the tables below:","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955435592,"gmtCreate":1675658597617,"gmtModify":1676539939203,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579095725705542","idStr":"3579095725705542"},"themes":[],"htmlText":"Pls like thanks&nbsp;","listText":"Pls like thanks&nbsp;","text":"Pls like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955435592","repostId":"1134957720","repostType":4,"repost":{"id":"1134957720","pubTimestamp":1675656201,"share":"https://ttm.financial/m/news/1134957720?lang=&edition=fundamental","pubTime":"2023-02-06 12:03","market":"us","language":"en","title":"Apple Talks Up High-End iPhones in Sign Ultra Model May Be Coming","url":"https://stock-news.laohu8.com/highlight/detail?id=1134957720","media":"Bloomberg","summary":"Apple’s Tim Cook told investors that consumers are willing to pay up for the best iPhone they can ge","content":"<html><head></head><body><p>Apple’s Tim Cook told investors that consumers are willing to pay up for the best iPhone they can get, signaling that even more ritzy models may be on the way. Also: The companywon’t replace its outgoing industrial design chief, and Samsung debuts its latest ho-hum phones.</p><p>The Starters</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb85cb478d38ca91e0e4b845da800a11\" tg-width=\"1000\" tg-height=\"662\" width=\"100%\" height=\"auto\"/><span>Tim Cook with the iPhone 14 Pro Max. Photographer: Justin Sullivan/Getty Images North America</span></p><p>Apple Inc. Chief Executive Officer Tim Cook, speaking on an earnings call that was mostly focused on holiday results, made an off-the-cuff remark that could be quite telling about the company’s future.</p><p>Cook was fielding a question about whether the iPhone’s rising average sales price was sustainable. After all, a top-of-the-line model that cost $1,150 in 2017 (the iPhone X with 256 gigabytes of storage) now fetches $1,600 (the iPhone 14 Pro Max with 1 terabyte).</p><p>His response: The price increase is no problem. In fact, consumers could probably be persuaded to spend more.</p><p>“I think people are willing to really stretch to get the best they can afford in that category,” Cook said on the call, noting that the iPhone has become “integral” to people’s lives. Consumers now use the device to make payments, control smart-home appliances, manage their health and store banking data, he said.</p><p>While Cook wouldn’t say if he anticipates further price increases, he made a good argument for why even more upscale iPhones could make sense — especially if they deliver new features.</p><p>Apple has internally discussed adding a higher-end iPhone to the top of its smartphone lineup. And it’s already been doing more to distinguish its Pro models from standard iPhones, giving consumers a reason to pay up.</p><p>When the iPhone 15 arrives later this year, Apple will further differentiate the product’s tiers with a range of materials, processors and cameras. That includes giving the Pro Max model a periscope lens, which will offer improved optical zoom.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bd2af831abd239eb4dd1423136292d6\" tg-width=\"1000\" tg-height=\"667\" width=\"100%\" height=\"auto\"/><span>Samsung’s foldable phones. Photographer: Jutharat Pinyodoonyachet/Bloomberg</span></p><p>Apple’s plan to draw a greater distinction between the Pro and Pro Max has spurred speculation that the company will opt for a new top-end brand: the Ultra. Apple has already used that name for its sporty high-end smartwatch and the top version of the M1 processor.</p><p>But instead of renaming the Pro Max “the Ultra,” Apple could add an even higher-end iPhone above both Pro models. Internally, the company has discussed doing just that — potentially in time for the 2024 iPhone release.</p><p>That could certainly drive up prices, but consumers would need a reason to upgrade. At this point, it’s unclear how that top-of-the-line model would be different, but it will probably offer further camera improvements, a faster chip and perhaps an even larger display. There also may be more future-forward features, such as finally dropping the charging port.</p><p>Samsung Electronics Co. has already embraced this approach with its own Ultra phone — a model that offers more cameras, a bigger battery, a larger screen, stylus support, additional memory and a different design.</p><p>Moreover, Samsung offers two types of foldable phones, which have increasingly become the focal point of its smartphone strategy. Apple has explored a foldable iPhone in the past, but I wouldn’t anticipate one launching in the near future. For now, the company is focused on larger foldable devices — something the size of a laptop.</p><p>If Apple were to sell a foldable iPhone, the price would clearly be higher than that of its current models. Such a device would require far more advanced technology for batteries, displays and chips. Samsung’s priciest foldable — the Z Fold4 — costs as much as $2,160.</p><p>It may be quite a while before Apple customers have a chance to actually purchase an “iPhone Fold.” But if Cook’s comments are any indication, many will happily spend the money.</p><h2>The Bench</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7930485fd76de5d0b729dc744e127d39\" tg-width=\"1000\" tg-height=\"714\" width=\"100%\" height=\"auto\"/><span>Tim Cook and Jony Ive in 2019. Photographer: Brittany Hosea-Small/AFP</span></p><p><b>Apple drops role of industrial design chief after struggling to find a long-term replacement for Jony Ive.</b> Evans Hankey, Apple’s head of industrial design, took that job when Jony Ive left the company in 2019. But she only lasted about three years in the role, sending Apple scrambling to find a successor. As I reported in November, it’s been a difficult task.</p><p>Sure enough, Apple has now decided that it simply won’t replace her. Instead, the company’s team of about 20 senior industrial designers will report to Chief Operating Officer Jeff Williams.</p><p>Given the brain drain suffered by Apple’s design team in recent years — about 15 designers from the Ive era have left — I’m not surprised that the company ended up punting on choosing a successor. But the lack of long-term succession planning that led to this point is still striking. Design is one of the most critical departments at Apple. Having no one to take up the mantle is a cause for concern.</p><p>Every other major Apple department — from services to hardware engineering to silicon to operations — has at least one or two executives that could capably take over for that group’s leader. Perhaps a similarly capable person could one day emerge at the design group, but it doesn’t appear that person currently works at Apple.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec228eea30f9833f40ed330efa057a60\" tg-width=\"2000\" tg-height=\"1334\" width=\"100%\" height=\"auto\"/><span>The Samsung Galaxy S23 Ultra, S23+ and S23. Photographer: Lanna Apisukh/Bloomberg</span></p><p><b>Samsung launches minimal smartphone updates in a big iPhone year for Apple.</b> Samsung’s latest slate of non-foldable models — the S23, S23+ and S23 Ultra — represent very modest year-over-year upgrades. The enhancements revolve around minor battery bumps, some front-facing camera tweaks (some people think the Ultra is a downgrade in that area) and a jump from 108 megapixels to 200 megapixels on the Ultra’s back camera. All three models also get ever-so-slight changes to their curvature.</p><p>I think these upgrades are about as exciting as jumping from a iPhone 12 to the iPhone 13. In other words, not that exciting. I get that Samsung is more focused on its foldable lineup at this point, but the company missed a chance to generate more buzz — at a time when smartphone sales are already sluggish.</p><p>The timing also may not be great for Samsung. Apple has finally resolved its supply-chain problems, letting it fill orders for the iPhone 14 Pro. And the iPhone 15 launch isn’t too far away. Unlike the S23 models, the iPhone 15 lineup is in for some major changes, including a titanium frame on the Pro models and the addition of the Dynamic Island to the cheaper variants.</p><h2>The Schedule</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/636e412cdc7ebc804ff2e0b8e748a11b\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>Steve Jobs Theater at the Apple Park campus. Photographer: Nic Coury/Bloomberg</span></p><p><b>March 10: Apple’s annual shareholder meeting.</b> Cook and his lieutenants, such as General Counsel Kate Adams, will take the virtual stage to field carefully selected questions from shareholders and give some company updates. Major news rarely breaks at these conferences, but there will be shareholder votes on Apple’s board, executive pay, labor and other matters.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Talks Up High-End iPhones in Sign Ultra Model May Be 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\">\nApple Talks Up High-End iPhones in Sign Ultra Model May Be Coming\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-06 12:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/newsletters/2023-02-05/is-an-iphone-ultra-or-iphone-fold-coming-from-apple-ceo-remarks-offer-clues-ldrhx53a?srnd=technology-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple’s Tim Cook told investors that consumers are willing to pay up for the best iPhone they can get, signaling that even more ritzy models may be on the way. Also: The companywon’t replace its ...</p>\n\n<a href=\"https://www.bloomberg.com/news/newsletters/2023-02-05/is-an-iphone-ultra-or-iphone-fold-coming-from-apple-ceo-remarks-offer-clues-ldrhx53a?srnd=technology-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.bloomberg.com/news/newsletters/2023-02-05/is-an-iphone-ultra-or-iphone-fold-coming-from-apple-ceo-remarks-offer-clues-ldrhx53a?srnd=technology-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134957720","content_text":"Apple’s Tim Cook told investors that consumers are willing to pay up for the best iPhone they can get, signaling that even more ritzy models may be on the way. Also: The companywon’t replace its outgoing industrial design chief, and Samsung debuts its latest ho-hum phones.The StartersTim Cook with the iPhone 14 Pro Max. Photographer: Justin Sullivan/Getty Images North AmericaApple Inc. Chief Executive Officer Tim Cook, speaking on an earnings call that was mostly focused on holiday results, made an off-the-cuff remark that could be quite telling about the company’s future.Cook was fielding a question about whether the iPhone’s rising average sales price was sustainable. After all, a top-of-the-line model that cost $1,150 in 2017 (the iPhone X with 256 gigabytes of storage) now fetches $1,600 (the iPhone 14 Pro Max with 1 terabyte).His response: The price increase is no problem. In fact, consumers could probably be persuaded to spend more.“I think people are willing to really stretch to get the best they can afford in that category,” Cook said on the call, noting that the iPhone has become “integral” to people’s lives. Consumers now use the device to make payments, control smart-home appliances, manage their health and store banking data, he said.While Cook wouldn’t say if he anticipates further price increases, he made a good argument for why even more upscale iPhones could make sense — especially if they deliver new features.Apple has internally discussed adding a higher-end iPhone to the top of its smartphone lineup. And it’s already been doing more to distinguish its Pro models from standard iPhones, giving consumers a reason to pay up.When the iPhone 15 arrives later this year, Apple will further differentiate the product’s tiers with a range of materials, processors and cameras. That includes giving the Pro Max model a periscope lens, which will offer improved optical zoom.Samsung’s foldable phones. Photographer: Jutharat Pinyodoonyachet/BloombergApple’s plan to draw a greater distinction between the Pro and Pro Max has spurred speculation that the company will opt for a new top-end brand: the Ultra. Apple has already used that name for its sporty high-end smartwatch and the top version of the M1 processor.But instead of renaming the Pro Max “the Ultra,” Apple could add an even higher-end iPhone above both Pro models. Internally, the company has discussed doing just that — potentially in time for the 2024 iPhone release.That could certainly drive up prices, but consumers would need a reason to upgrade. At this point, it’s unclear how that top-of-the-line model would be different, but it will probably offer further camera improvements, a faster chip and perhaps an even larger display. There also may be more future-forward features, such as finally dropping the charging port.Samsung Electronics Co. has already embraced this approach with its own Ultra phone — a model that offers more cameras, a bigger battery, a larger screen, stylus support, additional memory and a different design.Moreover, Samsung offers two types of foldable phones, which have increasingly become the focal point of its smartphone strategy. Apple has explored a foldable iPhone in the past, but I wouldn’t anticipate one launching in the near future. For now, the company is focused on larger foldable devices — something the size of a laptop.If Apple were to sell a foldable iPhone, the price would clearly be higher than that of its current models. Such a device would require far more advanced technology for batteries, displays and chips. Samsung’s priciest foldable — the Z Fold4 — costs as much as $2,160.It may be quite a while before Apple customers have a chance to actually purchase an “iPhone Fold.” But if Cook’s comments are any indication, many will happily spend the money.The BenchTim Cook and Jony Ive in 2019. Photographer: Brittany Hosea-Small/AFPApple drops role of industrial design chief after struggling to find a long-term replacement for Jony Ive. Evans Hankey, Apple’s head of industrial design, took that job when Jony Ive left the company in 2019. But she only lasted about three years in the role, sending Apple scrambling to find a successor. As I reported in November, it’s been a difficult task.Sure enough, Apple has now decided that it simply won’t replace her. Instead, the company’s team of about 20 senior industrial designers will report to Chief Operating Officer Jeff Williams.Given the brain drain suffered by Apple’s design team in recent years — about 15 designers from the Ive era have left — I’m not surprised that the company ended up punting on choosing a successor. But the lack of long-term succession planning that led to this point is still striking. Design is one of the most critical departments at Apple. Having no one to take up the mantle is a cause for concern.Every other major Apple department — from services to hardware engineering to silicon to operations — has at least one or two executives that could capably take over for that group’s leader. Perhaps a similarly capable person could one day emerge at the design group, but it doesn’t appear that person currently works at Apple.The Samsung Galaxy S23 Ultra, S23+ and S23. Photographer: Lanna Apisukh/BloombergSamsung launches minimal smartphone updates in a big iPhone year for Apple. Samsung’s latest slate of non-foldable models — the S23, S23+ and S23 Ultra — represent very modest year-over-year upgrades. The enhancements revolve around minor battery bumps, some front-facing camera tweaks (some people think the Ultra is a downgrade in that area) and a jump from 108 megapixels to 200 megapixels on the Ultra’s back camera. All three models also get ever-so-slight changes to their curvature.I think these upgrades are about as exciting as jumping from a iPhone 12 to the iPhone 13. In other words, not that exciting. I get that Samsung is more focused on its foldable lineup at this point, but the company missed a chance to generate more buzz — at a time when smartphone sales are already sluggish.The timing also may not be great for Samsung. Apple has finally resolved its supply-chain problems, letting it fill orders for the iPhone 14 Pro. And the iPhone 15 launch isn’t too far away. Unlike the S23 models, the iPhone 15 lineup is in for some major changes, including a titanium frame on the Pro models and the addition of the Dynamic Island to the cheaper variants.The ScheduleSteve Jobs Theater at the Apple Park campus. Photographer: Nic Coury/BloombergMarch 10: Apple’s annual shareholder meeting. Cook and his lieutenants, such as General Counsel Kate Adams, will take the virtual stage to field carefully selected questions from shareholders and give some company updates. Major news rarely breaks at these conferences, but there will be shareholder votes on Apple’s board, executive pay, labor and other matters.","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955568204,"gmtCreate":1675572406709,"gmtModify":1676539008098,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579095725705542","idStr":"3579095725705542"},"themes":[],"htmlText":"Pls like thanks&nbsp;","listText":"Pls like thanks&nbsp;","text":"Pls like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955568204","repostId":"2309827922","repostType":4,"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955244870,"gmtCreate":1675481638291,"gmtModify":1676539005474,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579095725705542","idStr":"3579095725705542"},"themes":[],"htmlText":"Pls like thanks&nbsp;","listText":"Pls like thanks&nbsp;","text":"Pls like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955244870","repostId":"2308620866","repostType":4,"repost":{"id":"2308620866","pubTimestamp":1675473494,"share":"https://ttm.financial/m/news/2308620866?lang=&edition=fundamental","pubTime":"2023-02-04 09:18","market":"us","language":"en","title":"3 Passive Income Stocks to Hold For the Next 20 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=2308620866","media":"Motley Fool","summary":"If you buy these top stocks today, you can set it and forget it, enjoying the benefits of passive income","content":"<html><head></head><body><p>Last year&#39;s market performance underscores the importance of holding safer, less volatile stocks in a well-diversified portfolio. Investors moved their money into such shares throughout the year as growth stocks plummeted.</p><p>But plan A is really having a mix of safe stocks <i>already</i> in your portfolio to shield it during rough times. The right balance of stocks -- each providing a different benefit -- gives you the potential for growth as well as security. This allows you to relax instead of sweating, or worse, panic selling.</p><p>Plus, passive income is a perk in any market, but you can see its value more clearly when stock prices are dropping and you still receive your check in the mail. Three stocks that are excellent choices now are <b>Coca-Cola</b>, <b>Williams-Sonoma</b>, and <b>Costco Wholesale</b>.</p><h2>1. Coca-Cola: The obvious choice</h2><p>Coca-Cola is renowned for its dividend, and there&#39;s a good reason. The company itself rakes in hoards of cash and has a high payout ratio, retaining enough to spearhead new projects while richly rewarding investors. The payout ratio is typically around 75%, although it exceeded 100% when sales declined at the beginning of the pandemic. Today it&#39;s back below 60% in the current cost-saving environment.</p><p>What&#39;s more, Coca-Cola a Dividend King that has raised its dividend for 60 consecutive years, one of the longest streaks on the market. The shares currently yield 2.9%. It&#39;s usually closer to 3%, but the stock has performed very well recently, and yield moves inversely with stock price.</p><p>As ubiquitous as its red can might seem, Coca-Cola still sees a large addressable market to conquer. The company says it has 14% of the market in developed countries, which represent 20% of the world&#39;s population, and only 6% of the market in developing countries, or the rest of the world.</p><p>Coca-Cola has been posting some of its best performance in a long time since it rebounded from the pandemic. Sales growth had been sagging for a while. Management restructured in 2020, cutting half of its brand portfolio and redesigning its divisions, and sales are picking up momentum. Net revenue increased 10% in the 2022 third quarter, and the company managed to eke out a 14% rise in earnings per share (EPS), although margins were squeezed a little tighter.</p><p>There might be short-term headwinds as the company continues to experience the effect of inflation. But Coca-Cola should continue to grow and generate lots of cash over the next 20 years, and investors could benefit from buying the stock today.</p><h2>2. Williams-Sonoma: The under-the-radar pick</h2><p>Williams-Sonoma has developed from a California-based home goods store to a powerhouse conglomerate encompassing several high-end home brands. It&#39;s not an exciting growth stock, but it&#39;s a resilient one that has soundly outperformed the market over time. It&#39;s a great case of how slow and steady winning the race.</p><p>Investors may not know that Williams-Sonoma is a rare housewares retailer that did not post a single quarter of sales declines since the pandemic began. That continued with the 2022 third quarter, when comparable brand sales increased 8.1%. It also posted an increase in EPS, although operating margin was slightly down compared with last year.</p><p>Management sees an $830 billion addressable market in what it says is a fragmented industry. That piece is important because it&#39;s easier to capture that kind of market share. It has high brand recognition, and its own growth outpaces the overall industry. Although near-term inflation headwinds affect it, it&#39;s also benefiting from tailwinds of a shift to e-commerce that trails other industries. Since it offers a wide omnichannel program, it has a head start in bringing more customers to its digital presence.</p><p>The stock yields 2.2% at the current price, and like Coca-Cola, the payout ratio has decreased in this environment.</p><p>Williams-Sonoma stock doesn&#39;t always get the recognition it deserves, but it&#39;s a great choice for both stock growth and passive income. It&#39;s down 13% over the past year, and now is an excellent time to buy.</p><h2>3. Costco: A (surprising) passive income superstar</h2><p>Costco is a great stock to own for its reliable growth in any kind of economy, but it also offers a compelling dividend. The dividend yields what seems like a paltry 0.5% at the current price, but Costco&#39;s dividend magic is in its special dividend.</p><p>Management has issued this special dividend four times over the past 10 years, and it has ranged in amount from $5 to $10, the latter of which it gave investors in 2020. Management has made many references to issuing it again when the time is right. If the average time of issue is about every two and a half years, that&#39;s coming up in a few months.</p><p>Costco has an enviable cash position fueled by the fees it charges its members, and when that cash adds up, management distributes some extra back to shareholders. Since the beginning of the pandemic straight through the 2022 fiscal fourth quarter, sales growth has been higher than usual, resulting in elevated cash on Costco&#39;s balance sheet.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2b7ffbaccdf5293dc8fffb165da1887\" tg-width=\"720\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>COST Cash and Equivalents (Quarterly) data by YCharts</span></p><p>Although cash isn&#39;t quite as high as when management issued the last special dividend in 2020, it&#39;s still much higher than the historical average, and it looks like another one could be coming down the pipeline. That makes now a great time to buy, before the next special dividend arrives. Investors can be confident in Costco&#39;s ability to provide passive income for a long time to come.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Passive Income Stocks to Hold For the Next 20 Years</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Passive Income Stocks to Hold For the Next 20 Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-04 09:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/02/03/3-passive-income-stocks-to-hold-for-next-20-years/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last year's market performance underscores the importance of holding safer, less volatile stocks in a well-diversified portfolio. Investors moved their money into such shares throughout the year as ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/03/3-passive-income-stocks-to-hold-for-next-20-years/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","COST":"好市多","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0079474960.USD":"联博美国增长基金A","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","BK4532":"文艺复兴科技持仓","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0061474960.USD":"天利环球焦点基金AU Acc","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4177":"软饮料","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","BK4585":"ETF&股票定投概念","SG9999002232.USD":"Allianz Global High Payout USD","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","SG9999002224.SGD":"Allianz Global High Payout SGD","KO":"可口可乐","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","SG9999014559.SGD":"United Income Focus Trust Dis SGD","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","WSM":"Williams-Sonoma Inc","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4155":"大卖场与超市","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC"},"source_url":"https://www.fool.com/investing/2023/02/03/3-passive-income-stocks-to-hold-for-next-20-years/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2308620866","content_text":"Last year's market performance underscores the importance of holding safer, less volatile stocks in a well-diversified portfolio. Investors moved their money into such shares throughout the year as growth stocks plummeted.But plan A is really having a mix of safe stocks already in your portfolio to shield it during rough times. The right balance of stocks -- each providing a different benefit -- gives you the potential for growth as well as security. This allows you to relax instead of sweating, or worse, panic selling.Plus, passive income is a perk in any market, but you can see its value more clearly when stock prices are dropping and you still receive your check in the mail. Three stocks that are excellent choices now are Coca-Cola, Williams-Sonoma, and Costco Wholesale.1. Coca-Cola: The obvious choiceCoca-Cola is renowned for its dividend, and there's a good reason. The company itself rakes in hoards of cash and has a high payout ratio, retaining enough to spearhead new projects while richly rewarding investors. The payout ratio is typically around 75%, although it exceeded 100% when sales declined at the beginning of the pandemic. Today it's back below 60% in the current cost-saving environment.What's more, Coca-Cola a Dividend King that has raised its dividend for 60 consecutive years, one of the longest streaks on the market. The shares currently yield 2.9%. It's usually closer to 3%, but the stock has performed very well recently, and yield moves inversely with stock price.As ubiquitous as its red can might seem, Coca-Cola still sees a large addressable market to conquer. The company says it has 14% of the market in developed countries, which represent 20% of the world's population, and only 6% of the market in developing countries, or the rest of the world.Coca-Cola has been posting some of its best performance in a long time since it rebounded from the pandemic. Sales growth had been sagging for a while. Management restructured in 2020, cutting half of its brand portfolio and redesigning its divisions, and sales are picking up momentum. Net revenue increased 10% in the 2022 third quarter, and the company managed to eke out a 14% rise in earnings per share (EPS), although margins were squeezed a little tighter.There might be short-term headwinds as the company continues to experience the effect of inflation. But Coca-Cola should continue to grow and generate lots of cash over the next 20 years, and investors could benefit from buying the stock today.2. Williams-Sonoma: The under-the-radar pickWilliams-Sonoma has developed from a California-based home goods store to a powerhouse conglomerate encompassing several high-end home brands. It's not an exciting growth stock, but it's a resilient one that has soundly outperformed the market over time. It's a great case of how slow and steady winning the race.Investors may not know that Williams-Sonoma is a rare housewares retailer that did not post a single quarter of sales declines since the pandemic began. That continued with the 2022 third quarter, when comparable brand sales increased 8.1%. It also posted an increase in EPS, although operating margin was slightly down compared with last year.Management sees an $830 billion addressable market in what it says is a fragmented industry. That piece is important because it's easier to capture that kind of market share. It has high brand recognition, and its own growth outpaces the overall industry. Although near-term inflation headwinds affect it, it's also benefiting from tailwinds of a shift to e-commerce that trails other industries. Since it offers a wide omnichannel program, it has a head start in bringing more customers to its digital presence.The stock yields 2.2% at the current price, and like Coca-Cola, the payout ratio has decreased in this environment.Williams-Sonoma stock doesn't always get the recognition it deserves, but it's a great choice for both stock growth and passive income. It's down 13% over the past year, and now is an excellent time to buy.3. Costco: A (surprising) passive income superstarCostco is a great stock to own for its reliable growth in any kind of economy, but it also offers a compelling dividend. The dividend yields what seems like a paltry 0.5% at the current price, but Costco's dividend magic is in its special dividend.Management has issued this special dividend four times over the past 10 years, and it has ranged in amount from $5 to $10, the latter of which it gave investors in 2020. Management has made many references to issuing it again when the time is right. If the average time of issue is about every two and a half years, that's coming up in a few months.Costco has an enviable cash position fueled by the fees it charges its members, and when that cash adds up, management distributes some extra back to shareholders. Since the beginning of the pandemic straight through the 2022 fiscal fourth quarter, sales growth has been higher than usual, resulting in elevated cash on Costco's balance sheet.COST Cash and Equivalents (Quarterly) data by YChartsAlthough cash isn't quite as high as when management issued the last special dividend in 2020, it's still much higher than the historical average, and it looks like another one could be coming down the pipeline. That makes now a great time to buy, before the next special dividend arrives. Investors can be confident in Costco's ability to provide passive income for a long time to come.","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955217510,"gmtCreate":1675445602530,"gmtModify":1676539003835,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579095725705542","idStr":"3579095725705542"},"themes":[],"htmlText":"Pls like thanks&nbsp;","listText":"Pls like thanks&nbsp;","text":"Pls like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955217510","repostId":"1191090588","repostType":4,"repost":{"id":"1191090588","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":1675438761,"share":"https://ttm.financial/m/news/1191090588?lang=&edition=fundamental","pubTime":"2023-02-03 23:39","market":"us","language":"en","title":"Nasdaq, S&P, and Dow Pare Some Losses; Apple Stock Jumps Over 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1191090588","media":"Tiger Newspress","summary":"Major market averages opened to the downside but have since pared back some losses.Early on and the ","content":"<html><head></head><body><p>Major market averages opened to the downside but have since pared back some losses.</p><p>Early on and the Nasdaq Composite gained 0.02% as it gave back some of the previous session&#39;s big gains after Apple (AAPL), Amazon (AMZN) and Alphabet (GOOG) (GOOGL) saw post-earnings declines.</p><p>At the same time the S&amp;P 500 dropped 0.04% and the Dow rose by 0.23%.</p><p><img src=\"https://static.tigerbbs.com/692a3bd8f36a1df97a907f779acf2ee2\" tg-width=\"1080\" tg-height=\"501\" width=\"100%\" height=\"auto\"/></p><p>Nonfarm payrolls rose by to 517K well above the 185K consensus figure and 260K previous reading. At the same time the unemployment rate declined to 3.4% from 3.5% and the 3.6% forecasted figure.</p><p>&#34;So rightfully, people are clearly feeling suspicious about this payroll #. Otherwise bonds would be down (yields up) way more,&#34; Tom Graff, head of research at Facet, tweeted. &#34;Bear in mind that January is usually a HUGE seasonal adjustment month, so that could be part of what&#39;s going on here.&#34;</p><p>&#34;Regardless, ain&#39;t no recession.&#34;</p><p>Unemployment rate is at its lowest level since 1969.</p><p>&#34;A stunning US jobs highlighting the strength of the labor market and its complexities,&#34; Allianz adviser Mohamed El-Erian tweeted. &#34;The puzzle: Wage growth came in as expected (0.3%).&#34;</p><p>Yields are up. The 10-year Treasury yield (US10Y) was higher by 15 basis points to 3.54% and the 2-year yield (US2Y) was higher by 20 basis points to 4.29%. Additionally, the U.S. dollar index (DXY) gained 0.6%.</p><p>Yesterday, Bloomberg’s financial conditions index for the U.S. eased intraday &#34;to its most accommodative level since last February before tightening into the close as rates sold off,&#34; Deutsche Bank&#39;s Jim Reid said. &#34;Regardless financial conditions remain nearly as loose as we have seen in nearly a year.&#34;</p><p>Additionally, the ISM service index for January arose more than anticipated after a contraction in the prior month. January ISM Services PMI Index data came in at 55.2 compared to the 50.4 consensus point and 49.6 previous reading.</p><p>Among other active stocks, Nordstrom (JWN) soared on a report that Ryan Cohen had taken a stake.</p><p>Apple stock jumps over 4% in morning trading.</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>Nasdaq, S&P, and Dow Pare Some Losses; Apple Stock Jumps Over 4%</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\">\nNasdaq, S&P, and Dow Pare Some Losses; Apple Stock Jumps Over 4%\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\">2023-02-03 23:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Major market averages opened to the downside but have since pared back some losses.</p><p>Early on and the Nasdaq Composite gained 0.02% as it gave back some of the previous session&#39;s big gains after Apple (AAPL), Amazon (AMZN) and Alphabet (GOOG) (GOOGL) saw post-earnings declines.</p><p>At the same time the S&amp;P 500 dropped 0.04% and the Dow rose by 0.23%.</p><p><img src=\"https://static.tigerbbs.com/692a3bd8f36a1df97a907f779acf2ee2\" tg-width=\"1080\" tg-height=\"501\" width=\"100%\" height=\"auto\"/></p><p>Nonfarm payrolls rose by to 517K well above the 185K consensus figure and 260K previous reading. At the same time the unemployment rate declined to 3.4% from 3.5% and the 3.6% forecasted figure.</p><p>&#34;So rightfully, people are clearly feeling suspicious about this payroll #. Otherwise bonds would be down (yields up) way more,&#34; Tom Graff, head of research at Facet, tweeted. &#34;Bear in mind that January is usually a HUGE seasonal adjustment month, so that could be part of what&#39;s going on here.&#34;</p><p>&#34;Regardless, ain&#39;t no recession.&#34;</p><p>Unemployment rate is at its lowest level since 1969.</p><p>&#34;A stunning US jobs highlighting the strength of the labor market and its complexities,&#34; Allianz adviser Mohamed El-Erian tweeted. &#34;The puzzle: Wage growth came in as expected (0.3%).&#34;</p><p>Yields are up. The 10-year Treasury yield (US10Y) was higher by 15 basis points to 3.54% and the 2-year yield (US2Y) was higher by 20 basis points to 4.29%. Additionally, the U.S. dollar index (DXY) gained 0.6%.</p><p>Yesterday, Bloomberg’s financial conditions index for the U.S. eased intraday &#34;to its most accommodative level since last February before tightening into the close as rates sold off,&#34; Deutsche Bank&#39;s Jim Reid said. &#34;Regardless financial conditions remain nearly as loose as we have seen in nearly a year.&#34;</p><p>Additionally, the ISM service index for January arose more than anticipated after a contraction in the prior month. January ISM Services PMI Index data came in at 55.2 compared to the 50.4 consensus point and 49.6 previous reading.</p><p>Among other active stocks, Nordstrom (JWN) soared on a report that Ryan Cohen had taken a stake.</p><p>Apple stock jumps over 4% in morning trading.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","AAPL":"苹果",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191090588","content_text":"Major market averages opened to the downside but have since pared back some losses.Early on and the Nasdaq Composite gained 0.02% as it gave back some of the previous session's big gains after Apple (AAPL), Amazon (AMZN) and Alphabet (GOOG) (GOOGL) saw post-earnings declines.At the same time the S&P 500 dropped 0.04% and the Dow rose by 0.23%.Nonfarm payrolls rose by to 517K well above the 185K consensus figure and 260K previous reading. At the same time the unemployment rate declined to 3.4% from 3.5% and the 3.6% forecasted figure.\"So rightfully, people are clearly feeling suspicious about this payroll #. Otherwise bonds would be down (yields up) way more,\" Tom Graff, head of research at Facet, tweeted. \"Bear in mind that January is usually a HUGE seasonal adjustment month, so that could be part of what's going on here.\"\"Regardless, ain't no recession.\"Unemployment rate is at its lowest level since 1969.\"A stunning US jobs highlighting the strength of the labor market and its complexities,\" Allianz adviser Mohamed El-Erian tweeted. \"The puzzle: Wage growth came in as expected (0.3%).\"Yields are up. The 10-year Treasury yield (US10Y) was higher by 15 basis points to 3.54% and the 2-year yield (US2Y) was higher by 20 basis points to 4.29%. Additionally, the U.S. dollar index (DXY) gained 0.6%.Yesterday, Bloomberg’s financial conditions index for the U.S. eased intraday \"to its most accommodative level since last February before tightening into the close as rates sold off,\" Deutsche Bank's Jim Reid said. \"Regardless financial conditions remain nearly as loose as we have seen in nearly a year.\"Additionally, the ISM service index for January arose more than anticipated after a contraction in the prior month. January ISM Services PMI Index data came in at 55.2 compared to the 50.4 consensus point and 49.6 previous reading.Among other active stocks, Nordstrom (JWN) soared on a report that Ryan Cohen had taken a stake.Apple stock jumps over 4% in morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":119340372,"gmtCreate":1622522772396,"gmtModify":1704185580673,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579095725705542","authorIdStr":"3579095725705542"},"themes":[],"htmlText":"wow&nbsp;","listText":"wow&nbsp;","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/119340372","repostId":"1105273964","repostType":4,"repost":{"id":"1105273964","pubTimestamp":1622511256,"share":"https://ttm.financial/m/news/1105273964?lang=&edition=fundamental","pubTime":"2021-06-01 09:34","market":"us","language":"en","title":"Here Are the 11 Best Performing IPOs of the Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1105273964","media":"Barron's","summary":"The market for initial public offerings has recently delivered some great first-day gains for investors who were able to get shares before the companies went public.That left us with 11 names. First up:CureVac, which was the screen’s best-performing IPO and had a total return of 596.75%. CureVac specializes in the messenger RNA, or mRNA, technology that is the basis of several leading Covid-19 vaccine programs. The German biotech company went public inAugust at $16 a shareand soared 249% in its ","content":"<p>The market for initial public offerings has recently delivered some great first-day gains for investors who were able to get shares before the companies went public.</p><p>But not everyone receives these types of opportunities. Most retail investors have to wait until companies start publicly trading to buy stock.<i>Barron’s</i>looked at businesses that have gone public in the past 12 months to find some strong performers.</p><p>First, we searched for companies that listed via a traditional initial public offering: This meant we filtered out businesses that merged withspecial purpose acquisition companies, or SPACs. Then, we searched for companies that went public on either the New York Stock Exchange or the Nasdaq. We also focused on entities that had at least a $1 billion market capitalization. We narrowed our search to companies with the highesttotal returns from their stock offering prices..</p><p>That left us with 11 names. First up:CureVac(ticker: CVAC), which was the screen’s best-performing IPO and had a total return of 596.75%. CureVac specializes in the messenger RNA, or mRNA, technology that is the basis of several leading Covid-19 vaccine programs. The German biotech company went public inAugust at $16 a shareand soared 249% in its first day, with the stock closing at $55.90. In January, CureVacstruck a deal with Bayerto accelerate the development and supply of its Covid-19 vaccine candidate. The company’s mRNA-based Covid-19 vaccine is now in clinical trials, and Phase2b/3 data is expected this summer. Since its IPO, the stock has nearly doubled, closingFriday at $111.48 .</p><p>Strong performances need not be dictated by success on the first day of trading. Four of the companies that made our list were busted deals—meaning that their shares fell below their IPO prices on the first day of trading.</p><p>Case in point:ZIM Integrated Shipping(ZIM). The asset-light shipping company went public in January with a $15 offering price,but closed that day at $11.50. Yet by May 19, ZIM’s stockhad gained 295%after itreported first-quarter earnings of $589.6 million, or $5.35 a share. The companyalso declared a special cash dividend of $2 a share. ZIM is the second-best-performing IPO in the past 12 months, based on a total return of 209.33%, according to FactSet. It closed on Friday at $46.40.</p><p>Another example isAcademy Sports &amp; Outdoors(ASO): The companywent public in Octoberwith a $13 offering price, with the stock closing at $12.99 during its first day of public trading<b>.</b>Academy was profitable when it went public, a rarity in the IPO market. InMarch, the company reported that its net incomesoared 416%, to $91.5 million, or 97 cents a share, for its fourth fiscal quarter ended Jan. 30. Its shares have nearly tripled since the IPO, and were trading at $36.53 on Friday. Academy Sports ranks third with a total return from the offering price of 181%, FactSet said.</p><p>Strong GainersThese companies all went public in the last year and produced high total returns compared to their IPO prices.<img src=\"https://static.tigerbbs.com/9dedc209ede147958c015d3a586bb587\" tg-width=\"630\" tg-height=\"606\">Rounding out this category areCorsair Gaming(CRSR), a California companythat makes performance gear for gamers, and the Dubai-basedYalla Group(YALA), whichmakes a voice-chat app usedin the Middle East and North Africa called Yalla. Both stocks have rebounded strongly after less-than-stellar September IPOs.</p><p>Some companies that made our list soared during their debuts, but have since seen their shares retreat. Still, these companies are producing gains.</p><p>ConsiderBigCommerce(BIGC), which provides a cloud e-commerce platform that is used by such customers as SkullCandy, Savannah Bee Co, and the Cleveland Cavaliers.BigCommerce&nbsp;went public in Augustwith a $24 offering price—and the stock soared 201% that day,closing at $72.27. Since the IPO, the shares have fallen nearly 25%, amid a broader technology selloff.</p><p>The company, however, has reported some positive developments, like a deal in February that wouldgive BigCommerce customersthe ability to sell directly on Walmart Marketplace. It also reported better-than-expected fourth-quarter results. BigCommerce has produced a total return of nearly 127%, according to FactSet.</p><p>Other companies have seen their shares jump since going public.Dream Finders Homes (DFH), which designs, builds, and sells homes in high-growth markets, was already profitable when it made its trading debut in January at $13 a share. Shares soared 61%, $20.95 on its first day.Prices for houses in Marchgrew at the fastest rate since 2005, which has helped real estate stocks. Dream Finders stock has gained nearly 52% since its IPO, trading Friday at $31.77. Dream Finders notched a total return from offering price of 144.38%.</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Are the 11 Best Performing IPOs of the Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere Are the 11 Best Performing IPOs of the Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-01 09:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/here-are-the-11-best-performing-ipos-of-the-year-51622472529?mod=hp_DAY_0><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The market for initial public offerings has recently delivered some great first-day gains for investors who were able to get shares before the companies went public.But not everyone receives these ...</p>\n\n<a href=\"https://www.barrons.com/articles/here-are-the-11-best-performing-ipos-of-the-year-51622472529?mod=hp_DAY_0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/here-are-the-11-best-performing-ipos-of-the-year-51622472529?mod=hp_DAY_0","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105273964","content_text":"The market for initial public offerings has recently delivered some great first-day gains for investors who were able to get shares before the companies went public.But not everyone receives these types of opportunities. Most retail investors have to wait until companies start publicly trading to buy stock.Barron’slooked at businesses that have gone public in the past 12 months to find some strong performers.First, we searched for companies that listed via a traditional initial public offering: This meant we filtered out businesses that merged withspecial purpose acquisition companies, or SPACs. Then, we searched for companies that went public on either the New York Stock Exchange or the Nasdaq. We also focused on entities that had at least a $1 billion market capitalization. We narrowed our search to companies with the highesttotal returns from their stock offering prices..That left us with 11 names. First up:CureVac(ticker: CVAC), which was the screen’s best-performing IPO and had a total return of 596.75%. CureVac specializes in the messenger RNA, or mRNA, technology that is the basis of several leading Covid-19 vaccine programs. The German biotech company went public inAugust at $16 a shareand soared 249% in its first day, with the stock closing at $55.90. In January, CureVacstruck a deal with Bayerto accelerate the development and supply of its Covid-19 vaccine candidate. The company’s mRNA-based Covid-19 vaccine is now in clinical trials, and Phase2b/3 data is expected this summer. Since its IPO, the stock has nearly doubled, closingFriday at $111.48 .Strong performances need not be dictated by success on the first day of trading. Four of the companies that made our list were busted deals—meaning that their shares fell below their IPO prices on the first day of trading.Case in point:ZIM Integrated Shipping(ZIM). The asset-light shipping company went public in January with a $15 offering price,but closed that day at $11.50. Yet by May 19, ZIM’s stockhad gained 295%after itreported first-quarter earnings of $589.6 million, or $5.35 a share. The companyalso declared a special cash dividend of $2 a share. ZIM is the second-best-performing IPO in the past 12 months, based on a total return of 209.33%, according to FactSet. It closed on Friday at $46.40.Another example isAcademy Sports & Outdoors(ASO): The companywent public in Octoberwith a $13 offering price, with the stock closing at $12.99 during its first day of public trading.Academy was profitable when it went public, a rarity in the IPO market. InMarch, the company reported that its net incomesoared 416%, to $91.5 million, or 97 cents a share, for its fourth fiscal quarter ended Jan. 30. Its shares have nearly tripled since the IPO, and were trading at $36.53 on Friday. Academy Sports ranks third with a total return from the offering price of 181%, FactSet said.Strong GainersThese companies all went public in the last year and produced high total returns compared to their IPO prices.Rounding out this category areCorsair Gaming(CRSR), a California companythat makes performance gear for gamers, and the Dubai-basedYalla Group(YALA), whichmakes a voice-chat app usedin the Middle East and North Africa called Yalla. Both stocks have rebounded strongly after less-than-stellar September IPOs.Some companies that made our list soared during their debuts, but have since seen their shares retreat. Still, these companies are producing gains.ConsiderBigCommerce(BIGC), which provides a cloud e-commerce platform that is used by such customers as SkullCandy, Savannah Bee Co, and the Cleveland Cavaliers.BigCommerce went public in Augustwith a $24 offering price—and the stock soared 201% that day,closing at $72.27. Since the IPO, the shares have fallen nearly 25%, amid a broader technology selloff.The company, however, has reported some positive developments, like a deal in February that wouldgive BigCommerce customersthe ability to sell directly on Walmart Marketplace. It also reported better-than-expected fourth-quarter results. BigCommerce has produced a total return of nearly 127%, according to FactSet.Other companies have seen their shares jump since going public.Dream Finders Homes (DFH), which designs, builds, and sells homes in high-growth markets, was already profitable when it made its trading debut in January at $13 a share. Shares soared 61%, $20.95 on its first day.Prices for houses in Marchgrew at the fastest rate since 2005, which has helped real estate stocks. Dream Finders stock has gained nearly 52% since its IPO, trading Friday at $31.77. Dream Finders notched a total return from offering price of 144.38%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117614691,"gmtCreate":1623137529313,"gmtModify":1704196823976,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579095725705542","authorIdStr":"3579095725705542"},"themes":[],"htmlText":"wow&nbsp;","listText":"wow&nbsp;","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/117614691","repostId":"1102244737","repostType":4,"repost":{"id":"1102244737","pubTimestamp":1623136747,"share":"https://ttm.financial/m/news/1102244737?lang=&edition=fundamental","pubTime":"2021-06-08 15:19","market":"hk","language":"en","title":"Warren Buffett-Backed BYD Records 126% YoY Jump In May EV Sales; Outdoes Nio, Xpeng, Li Auto Sales Combined","url":"https://stock-news.laohu8.com/highlight/detail?id=1102244737","media":"benzinga","summary":"Chinese automaker BYD Co Ltd’s all-electric vehicle sales more than doubled in May and the company s","content":"<p>Chinese automaker&nbsp;<b>BYD Co Ltd’s</b>&nbsp;all-electric vehicle sales more than doubled in May and the company sold nearly thrice as many electric vehicles as its closest rival<b>Nio Inc</b>&nbsp;during the month amid chip supply chain constraints that have roiled global auto production.</p><p><b>What Happened:</b>BYD, backed by&nbsp;<b>Berkshire Hathaway Inc</b>(NYSE:BRK-A) (NYSE:BRK-B) Chairman Warren Buffett, sold 18,711 battery-powered electric vehicles in May, a 126% jump year-on-year, compared with Nio’s delivery of 6,711 electric vehicles during the month.</p><p>On a year-to-date basis, BYD’s battery-powered electric vehicle sales more than doubled YoY to 73,424 vehicles, a jump of about 102%.</p><p>In comparison, Nio has delivered 33,873 vehicles this year, as of May.</p><p>In the New Energy Vehicle (NEV) category, which includes hybrids, BYD scored 32,800 vehicle sales in May, a jump of nearly 190%.</p><p>The Chinese government uses the term NEV to define plug-in electric vehicles eligible for public subsidies, and also includes plug-in hybrid electric vehicles and fuel cell electric vehicles besides the battery electric vehicles (BEVs). These could be cars, buses, trucks, or two-wheelers.</p><p>BYD’s NEV portfolio consists of cars, buses, and trucks.</p><p><b>Why It Matters:</b>The BYD EV sales beat the combined&nbsp;delivery numbers posted by three of China's&nbsp;most popular EV-centric startups — Nio,&nbsp;<b>Li Auto Inc</b>&nbsp;and&nbsp;<b>XPeng Inc</b>&nbsp;.</p><p>Li reported deliveries of 4,323 in May, a climb of 101% from last year. Xpeng said its May deliveries totaled 5,686, which represented 483% year-over-year growth.</p><p><b>Tesla Inc</b>&nbsp;is yet to report its May delivery numbers, although&nbsp;it doesn't give a country-wise breakdown. According to a report byThe Informationlast week, the electric vehicle’s orders in China nearly halved in May from April.</p><p>However, orders placed may not immediately reflect actual sales numbers or deliveries.</p><p><b>Price Action:</b>&nbsp;OTC shares of BYD closed 1.16% lower at $49.44 on Monday. Those of Nio closed 4.15% higher at $43.68, Li Auto closed 4.06% higher at $26.68 and Xpeng closed 3.37% higher at $38.36.</p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Warren Buffett-Backed BYD Records 126% YoY Jump In May EV Sales; Outdoes Nio, Xpeng, Li Auto Sales Combined</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\">\nWarren Buffett-Backed BYD Records 126% YoY Jump In May EV Sales; Outdoes Nio, Xpeng, Li Auto Sales Combined\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-08 15:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/21/06/21464012/warren-buffett-backed-byd-records-126-yoy-jump-in-may-ev-sales-outdoes-nio-xpeng-li-auto-sales-combi><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chinese automaker BYD Co Ltd’s all-electric vehicle sales more than doubled in May and the company sold nearly thrice as many electric vehicles as its closest rivalNio Inc during the month amid chip ...</p>\n\n<a href=\"https://www.benzinga.com/news/21/06/21464012/warren-buffett-backed-byd-records-126-yoy-jump-in-may-ev-sales-outdoes-nio-xpeng-li-auto-sales-combi\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01211":"比亚迪股份","NIO":"蔚来"},"source_url":"https://www.benzinga.com/news/21/06/21464012/warren-buffett-backed-byd-records-126-yoy-jump-in-may-ev-sales-outdoes-nio-xpeng-li-auto-sales-combi","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102244737","content_text":"Chinese automaker BYD Co Ltd’s all-electric vehicle sales more than doubled in May and the company sold nearly thrice as many electric vehicles as its closest rivalNio Inc during the month amid chip supply chain constraints that have roiled global auto production.What Happened:BYD, backed by Berkshire Hathaway Inc(NYSE:BRK-A) (NYSE:BRK-B) Chairman Warren Buffett, sold 18,711 battery-powered electric vehicles in May, a 126% jump year-on-year, compared with Nio’s delivery of 6,711 electric vehicles during the month.On a year-to-date basis, BYD’s battery-powered electric vehicle sales more than doubled YoY to 73,424 vehicles, a jump of about 102%.In comparison, Nio has delivered 33,873 vehicles this year, as of May.In the New Energy Vehicle (NEV) category, which includes hybrids, BYD scored 32,800 vehicle sales in May, a jump of nearly 190%.The Chinese government uses the term NEV to define plug-in electric vehicles eligible for public subsidies, and also includes plug-in hybrid electric vehicles and fuel cell electric vehicles besides the battery electric vehicles (BEVs). These could be cars, buses, trucks, or two-wheelers.BYD’s NEV portfolio consists of cars, buses, and trucks.Why It Matters:The BYD EV sales beat the combined delivery numbers posted by three of China's most popular EV-centric startups — Nio, Li Auto Inc and XPeng Inc .Li reported deliveries of 4,323 in May, a climb of 101% from last year. Xpeng said its May deliveries totaled 5,686, which represented 483% year-over-year growth.Tesla Inc is yet to report its May delivery numbers, although it doesn't give a country-wise breakdown. According to a report byThe Informationlast week, the electric vehicle’s orders in China nearly halved in May from April.However, orders placed may not immediately reflect actual sales numbers or deliveries.Price Action: OTC shares of BYD closed 1.16% lower at $49.44 on Monday. Those of Nio closed 4.15% higher at $43.68, Li Auto closed 4.06% higher at $26.68 and Xpeng closed 3.37% higher at $38.36.","news_type":1},"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908407272,"gmtCreate":1659410137096,"gmtModify":1705980085155,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579095725705542","authorIdStr":"3579095725705542"},"themes":[],"htmlText":"Pls like thanks&nbsp;","listText":"Pls like thanks&nbsp;","text":"Pls like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908407272","repostId":"1118307808","repostType":4,"repost":{"id":"1118307808","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1659408261,"share":"https://ttm.financial/m/news/1118307808?lang=&edition=fundamental","pubTime":"2022-08-02 10:44","market":"hk","language":"en","title":"Alibaba, JD, Nio Slide In Hong Kong; Hang Seng Index Falls 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1118307808","media":"Benzinga","summary":"Hong Kong’s benchmark Hang Seng Index falls over 3% in early trading hours.Alibaba, Nio shares lose ","content":"<html><head></head><body><p>Hong Kong’s benchmark Hang Seng Index falls over 3% in early trading hours.</p><p><a href=\"https://laohu8.com/S/09988\">Alibaba</a>, <a href=\"https://laohu8.com/S/09866\">Nio</a> shares lose over 3%; <a href=\"https://laohu8.com/S/09868\">XPeng</a> slides more than 5%.</p><p><b>Company News</b>: Autonomous electric vehicle start-up Jidu, backed by <a href=\"https://laohu8.com/S/09888\">Baidu</a>, is seeking $400 million in funding, Bloomberg reported, citing sources.</p><p><a href=\"https://laohu8.com/S/09866\">Nio</a> reported delivering 10,052 vehicles in July, up 26.7% year-over-year and down 22% sequentially. The electric vehicle maker is set to launch a third electric vehicle brand in the price range of RMB 100,000-200,000, with an independent chief and an R&amp;D system, reported CnEVPost.</p><p><a href=\"https://laohu8.com/S/09868\">Xpeng</a> delivered 11,524 vehicles in July, up 43.33% from a year earlier but down 24.66% from June.</p><p><a href=\"https://laohu8.com/S/02015\">Li Auto</a> delivered 10,422 vehicles in July, up 21.34% compared to the same month last year, but down 19.98% from June.</p><p><a href=\"https://laohu8.com/S/01211\">BYD</a> announced its entry into the German and Swedish markets, just days after it announced its entry into the Japanese market, reported CnEVPost.</p><p><b>Global Markets</b>: The rally in U.S. shares cooled on Monday, with the Nasdaq shedding 0.18% and the Dow losing 0.14%, while the S&amp;P 500 shed 0.28%.</p><p>Elsewhere in Asia on Tuesday, Australia’s ASX 200 traded 0.28% lower. Japan’s Nikkei 225 was down 1.35%, while the South Korean Kospi fell 0.38%. China’s Shanghai Composite index was down 1.44%.</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>Alibaba, JD, Nio Slide In Hong Kong; Hang Seng Index Falls 3%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba, JD, Nio Slide In Hong Kong; Hang Seng Index Falls 3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-08-02 10:44</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hong Kong’s benchmark Hang Seng Index falls over 3% in early trading hours.</p><p><a href=\"https://laohu8.com/S/09988\">Alibaba</a>, <a href=\"https://laohu8.com/S/09866\">Nio</a> shares lose over 3%; <a href=\"https://laohu8.com/S/09868\">XPeng</a> slides more than 5%.</p><p><b>Company News</b>: Autonomous electric vehicle start-up Jidu, backed by <a href=\"https://laohu8.com/S/09888\">Baidu</a>, is seeking $400 million in funding, Bloomberg reported, citing sources.</p><p><a href=\"https://laohu8.com/S/09866\">Nio</a> reported delivering 10,052 vehicles in July, up 26.7% year-over-year and down 22% sequentially. The electric vehicle maker is set to launch a third electric vehicle brand in the price range of RMB 100,000-200,000, with an independent chief and an R&amp;D system, reported CnEVPost.</p><p><a href=\"https://laohu8.com/S/09868\">Xpeng</a> delivered 11,524 vehicles in July, up 43.33% from a year earlier but down 24.66% from June.</p><p><a href=\"https://laohu8.com/S/02015\">Li Auto</a> delivered 10,422 vehicles in July, up 21.34% compared to the same month last year, but down 19.98% from June.</p><p><a href=\"https://laohu8.com/S/01211\">BYD</a> announced its entry into the German and Swedish markets, just days after it announced its entry into the Japanese market, reported CnEVPost.</p><p><b>Global Markets</b>: The rally in U.S. shares cooled on Monday, with the Nasdaq shedding 0.18% and the Dow losing 0.14%, while the S&amp;P 500 shed 0.28%.</p><p>Elsewhere in Asia on Tuesday, Australia’s ASX 200 traded 0.28% lower. Japan’s Nikkei 225 was down 1.35%, while the South Korean Kospi fell 0.38%. China’s Shanghai Composite index was down 1.44%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","HSI":"恒生指数","09866":"蔚来-SW","09868":"小鹏汽车-W"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118307808","content_text":"Hong Kong’s benchmark Hang Seng Index falls over 3% in early trading hours.Alibaba, Nio shares lose over 3%; XPeng slides more than 5%.Company News: Autonomous electric vehicle start-up Jidu, backed by Baidu, is seeking $400 million in funding, Bloomberg reported, citing sources.Nio reported delivering 10,052 vehicles in July, up 26.7% year-over-year and down 22% sequentially. The electric vehicle maker is set to launch a third electric vehicle brand in the price range of RMB 100,000-200,000, with an independent chief and an R&D system, reported CnEVPost.Xpeng delivered 11,524 vehicles in July, up 43.33% from a year earlier but down 24.66% from June.Li Auto delivered 10,422 vehicles in July, up 21.34% compared to the same month last year, but down 19.98% from June.BYD announced its entry into the German and Swedish markets, just days after it announced its entry into the Japanese market, reported CnEVPost.Global Markets: The rally in U.S. shares cooled on Monday, with the Nasdaq shedding 0.18% and the Dow losing 0.14%, while the S&P 500 shed 0.28%.Elsewhere in Asia on Tuesday, Australia’s ASX 200 traded 0.28% lower. Japan’s Nikkei 225 was down 1.35%, while the South Korean Kospi fell 0.38%. China’s Shanghai Composite index was down 1.44%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996809041,"gmtCreate":1661137912386,"gmtModify":1676536460166,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579095725705542","authorIdStr":"3579095725705542"},"themes":[],"htmlText":"Pls like thanks&nbsp;","listText":"Pls like thanks&nbsp;","text":"Pls like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996809041","repostId":"1137992204","repostType":4,"repost":{"id":"1137992204","pubTimestamp":1661140750,"share":"https://ttm.financial/m/news/1137992204?lang=&edition=fundamental","pubTime":"2022-08-22 11:59","market":"hk","language":"en","title":"Alibaba: Fortunes Will Be Made","url":"https://stock-news.laohu8.com/highlight/detail?id=1137992204","media":"Seeking Alpha","summary":"SummaryAlibaba is the ecommerce market leader in China and is investing strongly into new markets an","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba is the ecommerce market leader in China and is investing strongly into new markets and territories.</li><li>With Alibaba’s operating businesses currently trading at around 9 times at a time when margins are depressed, 30%+ annual compound returns over the next decade are possible.</li><li>The decision to invest or not ultimately depends on where investors land on the perceived risks of investing in China.</li><li>Whilst there are realistic risks, we think they are overblown and that long-term investors will do well by remaining rationally optimistic.</li><li>At the current price, we rate the stock as a “Buy.” Should the current risks reduce or be resolved, we would consider it a “Strong Buy” at the current level.</li></ul><p><b>Our view</b></p><p>Alibaba Group Holding Limited (NYSE:BABA,BABAF) is one of the most controversial companies when it comes to investor opinion. Many believe it is a great business at a bargain price, whilst others believe the risks mean it is untouchable, even at a significant discount.</p><p>Putting the risks aside for a moment, there is a lot to love about Alibaba:</p><ul><li>the world&#39;s largest global e-commerce platform, bigger than Amazon (AMZN) and JD.com (JD) combined based on GMV;</li><li>a Cloud computing business in China which is a leader in a market which is expected to grow rapidly in the coming years;</li><li>a dominant position in China and an increasing presence across Southeast Asia meaning it is well placed to benefit from economic progress in the region; and</li><li>strong free cash flow and a solid balance sheet providing ample resources to continue to make strategic acquisitions and/or returns to shareholders.</li></ul><p>Alibaba&#39;s operating businesses currently trade at a multiple of around 9x owner earnings. And this is at a time when the company is in an investment phase, meaning margins are depressed and the true underlying earnings potential is underrepresented. Modest earnings growth combined with recovery in the valuation multiple could provide investors 30%+ annual returns over the next decade.</p><p>Based on these metrics, it is difficult to disagree that the current price represents an attractive valuation. However, the investment decision ultimately relies on the conclusion investors reach on the likelihood and impact of the various potential risks materializing.</p><p>When it comes to risks generally, investors can be guilty of ignoring them completely or assuming the worst-case scenario. In the case of Alibaba, we think the latter is true. Whilst there will inevitably be ongoing friction as the US learns to live in a world with a rising China, our view is that the world will ultimately continue to make progress and prosper over the long-term. We believe investors would do well by remaining rationally optimistic.</p><p>Even if we put our optimistic worldview aside, we feel that some of the risks are overblown. Only 10% of the company&#39;s external revenue is generated through the regulated businesses held within the VIE structures, and this will only reduce as the company continues to diversify and expand internationally.</p><p>As for the potential de-listing from the NYSE, we would hope that agreement can be reached to avert this eventually. However, in absence of cooperation on that issue, the company is pursuing a dual primary listing in Hong Kong which will provide investors with an alternative market in an internationally recognized financial center.</p><p>Overall, we feel that the strength of its businesses combined with the significantly discounted valuation compensate for the actual severity and likelihood of the risks materializing. We think it is a clear &#34;Buy&#34; at the current valuation. Should these risks reduce or a long-term resolution be reached, we see reason to upgrade our rating to &#34;Strong Buy.&#34;</p><p>With that being said, each investor must consider this in the context of their own investment objectives, risk tolerance and psychological resilience. Bargains are never found in times of comfort and stability. As value investors with a long-term horizon and a deeply contrarian nature, we believe will be handsomely rewarded for the long and potentially rocky journey ahead.</p><p><b>An overview of Alibaba</b></p><p><i>Note from author: This section provides a description of the major services and businesses which are within the Alibaba ecosystem. For those who are already familiar with the operations of Alibaba, we suggest that you skip to the following section.</i></p><p>Alibaba is an e-commerce giant which serves 1.31 billion annual active consumers across the many platforms and businesses in the Alibaba Ecosystem. Total Gross Merchandise Value (&#34;GMV&#34;) transacted in the Alibaba Ecosystem in FY22 was RMB 8.3 trillion ($1.3 trillion), making it the largest retail commerce business in the world, according to Analysys.</p><p>Alibaba reports its business across a number of segments: China commerce, International commerce; Local consumer services; Cainiao; Cloud; Digital media and entertainment; and Innovation initiatives and others. We provide an overview of each below.</p><p>China Commerce<img src=\"https://static.tigerbbs.com/aa56696fb04eb3546dc824af059ae17a\" tg-width=\"559\" tg-height=\"511\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba Annual Report FY22</p><p>Alibaba&#39;s China Commerce segment is primarily Taobao and Tmall. Together, these constitute the world&#39;s largest digital retail business in terms of GMV for the twelve months ended 31 March 2022, according to Analysys.</p><p>Taobao</p><p>Taobao is the company&#39;s main commerce platform and is both the starting point and destination portal for many users&#39; shopping journey. It allows individuals and small businesses to create online storefronts and product listings for free. Alibaba generates revenue through add-ons sold to sellers, such as analytics and marketing. As well as being a shopping platform itself, it acts as a funnel for other platforms in the Alibaba ecosystem.</p><p>Tmall</p><p>Tmall is the partner of choice for both domestic and International brands. The platform is essentially a virtual mall, allowing brands and retailers to operate their own unique storefronts. The platform has a wide range of brands, with 320,000 brands and merchants on Tmall, including over 80% of the consumer brands ranked in the Forbes Top 100 World&#39;s Most Valuable Brands for 2021. It is the largest third-party online and mobile commerce platform for brands and retailers in the world in terms of GMV, according to Analysys. The platform differs from Taobao in that it charges retailers and merchants fees for setting up stores and a share of ongoing GMV, in addition to offering value-add services.</p><p>Other</p><p>There are a host of other platforms and businesses which cater to various markets. These include</p><ul><li>Taobao Deals - like Taoboao, but with a focus on value-for-money products;</li><li>Taocaicai - a community marketplace that offers consumers next-day pick-up services for a wide range of groceries and fresh goods at neighborhood pick-up points;</li><li>Tmall Supermarket - offers daily necessities, FMCG and general merchandise through Taobao app with same-or-next-day delivery services;</li><li>Freshippo - a retail chain for groceries and fresh goods with over 200 stores offering 30-minute delivery to customers living within a three kilometer radius of the store; and</li><li>Sun Art - an online and physical hypermarket.</li></ul><p>Alimama</p><p>The company monetizes its broad user base and insights into customer behaviors through its Alimama platform. Alimama offers paid marketing services to merchants, retailers and promoters allowing them to advertise across its many platforms. This marketing is not confined to the Alibaba ecosystem, with affiliate programs allowing its users to directly market to consumers on other platforms outside of Alibaba&#39;s.</p><p>In addition to ads within the Alibaba ecosystem, the company offers wider distribution through the Taobao Ad Network and Exchange (&#34;TANX&#34;), one of the largest real-time online bidding marketing exchanges in China. TANX helps publishers to monetize their media inventories both on mobile apps and web properties, automating the buying and selling of tens of billions of marketing impressions on a daily basis.</p><p>1688.com</p><p>Alibaba&#39;s domestic wholesale business, 1688.com, is China&#39;s largest integrated domestic wholesale marketplace in 2021 by net revenue, according to Analysys. Wholesalers pay a fixed annual subscription to sell with no additional fees, but can pay for additional premium features such as data analytics and marketing etc. These additional services account for the vast majority of income from wholesaling.</p><p>International Commerce<img src=\"https://static.tigerbbs.com/47677213623961a5cdaf220a0b03d11d\" tg-width=\"555\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba Annual Report FY22</p><p>Lazada</p><p>Lazada is a leading and fast-growing e-commerce platform in Southeast Asia and serves one of the largest user bases among the global e-commerce platforms. It caters to merchants of all sizes, from individuals to regional and global brands. Lazada also operates one of the leading e-commerce logistics networks in Southeast Asia, with the vast majority of Lazada&#39;s parcels going through its own facilities or first- and last-mile fleet.</p><p>AliExpress</p><p>AliExpress enables global consumers to buy directly from manufacturers and distributors in China and around the world. It is available in 18 languages and services consumers across many countries including the US and Europe.</p><p>Trendyol</p><p>Trendyol is a leading e-commerce platform in Turkey in terms of both GMV and order volume in 2021. It offers a large selection of products through e-commerce business as well as instant delivery services for food and groceries, as well as having its own fulfillment and logistics networks.</p><p>Alibaba.com</p><p>Alibaba.com is China&#39;s largest integrated international online wholesale marketplace in 2021 by revenue, according to Analysys, serving over 40 million buyers from over 190 countries in FY22. Like its domestic wholesaling counterpart, Alibaba generates the majority of the revenue through this platform for the additional value-add services it offers to merchants.</p><p>Local Consumer Services<img src=\"https://static.tigerbbs.com/3d186cd91743f67a748c9adfae3285f8\" tg-width=\"228\" tg-height=\"282\" referrerpolicy=\"no-referrer\"/></p><p>Company Annual Report FY22</p><p>The company&#39;s local consumer services business is looking to expand its reach beyond products into consumer services, whether that is at home through its &#34;To Home&#34; businesses or on the go through its &#34;To Destination&#34; businesses.</p><p>To Home</p><ul><li><p>Ele.me- a leading local services and on-demand delivery platform which enables consumers to order food and beverages, groceries, FMCG, flowers and pharmaceutical products anytime and anywhere.</p></li><li><p>Fengniao Logistics - an on-demand delivery network which provides last-mile logistics services to orders placed through Ele.me as well as to other businesses in the Alibaba ecosystem including Freshippo, Sun Art, and Alibaba Health.</p></li><li><p>Taoxianda - an online-offline integration service solution for FMCG brands and third-party grocery retail partners, facilitates the digitalization of retailers&#39; operations.</p></li></ul><p>To-Destination</p><ul><li><p>Amap - a leading provider of mobile digital map navigation and one-stop access point to services such as navigation, local services and ride-hailing. Amap technology underlies a range of apps both inside and outside of the Alibaba ecosystem, and the company provides map data and navigation software to international and domestic automotive companies.</p></li><li><p>Fliggy - a leading online travel platform which provides comprehensive services to meet consumers&#39; travel needs for airline and train tickets, accommodation, car rental, package tours and local attractions.</p></li><li><p>Koubei - a restaurant and local services guide platform for in-store consumption, provides merchants with targeted marketing solutions, digital operation capabilities and analytics tools and allows consumers to discover local services content on the platform.</p></li></ul><p>Cainiao</p><p>Cainiao is a domestic and international one-stop shop for logistics services and supply chain management solutions, data insights and technology to digitalize the entire logistics process and enhance the capabilities of its logistics partners.</p><p>It offers parcel pick-up services through a neighborhood logistics solution that operates a network of neighborhood, campus and rural village stations and residential self pick-up lockers. Consumers can also enjoy parcel pick-up at the doorstep and time-guaranteed delivery service through Cainiao.</p><p>For merchants, Cainiao has built a full-fledged fulfillment network at provincial, city, and county levels in China, which offers customized fulfillment solutions to merchants across the Alibaba ecosystem. It has a network of assets and partners to support merchants on cross-border and international commerce retail platforms such as AliExpress and Lazada.</p><p>Cloud</p><p>Alibaba Group is the world&#39;s third largest and Asia Pacific&#39;s largest Infrastructure-as-a-service (&#34;IaaS&#34;) provider by revenue in 2021, according to Gartner&#39;s April 2022 report. It is also China&#39;s largest provider of public cloud services by revenue in 2021, including PaaS and IaaS services, according to IDC.</p><p>Alibaba Cloud</p><p>Alibaba Cloud offers a complete suite of cloud services, including proprietary servers, elastic computing, storage, network, security, database and big data, and IoT services, serving our ecosystem and beyond. Alibaba Cloud offers computing services in 27 regions globally and served more than 60% of A-share listed companies in China in FY22. As digital transformation accelerates, customers from non-Internet industries have increased their usage of cloud services, with such revenue accounting for half of cloud computing revenue in FY22.</p><p>DingTalk</p><p>DingTalk is a digital collaboration workplace and application development platform that offers new ways of working, sharing and collaboration for modern enterprises and organizations and is the largest business efficiency mobile app in China by monthly active users in March 2022, according to QuestMobile.</p><p>DingTalk provides a comprehensive suite of solutions for enterprise collaboration, including real-time communication, organizational management and various network collaboration tools such as data storage, calendars, workflow management and shared documents. Enterprises can also enjoy convenient access to a broad range of applications, including those offered by third-party service providers, that are seamlessly integrated with DingTalk&#39;s platform.</p><p>Digital Media and Entertainment<img src=\"https://static.tigerbbs.com/82c37c15470e609250e5e55f2ed8f181\" tg-width=\"229\" tg-height=\"291\" referrerpolicy=\"no-referrer\"/></p><p>Company Annual Report FY22</p><p>In line with the continued expansion into areas beyond product consumption, the group is looking to benefit from media consumption through its delivery platforms as well as through the production and distribution of its own and third-party content.</p><p>The first of these platforms is Youku, the third largest online long-form video platform in China in terms of monthly active users in March 2022, according to QuestMobile. The second is Quark which helps young users gain access to a variety of digital content and information for learning and work purposes.</p><p>The company also produces, promotes and distributes content through Alibaba Pictures. In 2022, eight movies released by Alibaba Pictures were among the top ten domestic movies in terms of ticket sales. The company also provides ticketing services for live events - concerts, plays, and sporting events - through Damai, and develops and distributes mobile games through Lingxi Games.</p><p><b>Innovation</b></p><p>In 2019, Alibaba established the DAMO Academy, a global research program in cutting-edge technologies that aims to integrate and speed up knowledge exchange between science and industry. An example of the innovation is the proprietary L4 self-driving vehicle Xiaomanlv used by Cainiao, which has delivered over 10 million parcels within gated communities and university campuses.</p><p>Its Tmall Genie product range provides a selection of internet-enabled smart home appliances, including smart speakers, lights and remote controls. The Tmall Genie smart speaker is a leading smart speaker in China in terms of sales units, and provides an interactive interface for our customers to easily access services offered by the company.</p><p><b>Investments</b></p><p>In addition to its operating businesses, Alibaba has a portfolio of equity (listed and private) and debt investments with a total value of RMB 239 billion as of 30 June 2022. The company also has a number of investments in which it holds a minority stake (&#34;equity investees&#34;). The most significant of these is the group&#39;s 33% stake in the Ant Group, the parent company of Alipay which provides substantially all of the payment processing and all of the escrow services on Alibaba marketplaces.</p><p><b>Business review</b></p><p>The Alibaba Group<img src=\"https://static.tigerbbs.com/3cf32e154e25cf9ca79847d923cd50e2\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by author. Data from company annual reports.</p><p>Despite its many operating businesses and international expansion, Alibaba is still predominantly a domestic e-commerce business in China. In FY22, China commerce - which include the company&#39;s domestic retail and wholesale businesses - accounted for almost 80% of the group&#39;s revenue. The next largest segments are Cloud (8% of revenue) and International Commerce (7% of revenue). We consider the performance of these three key segments below.</p><p>China Commerce<img src=\"https://static.tigerbbs.com/f01712c02388c2274d21a037b77e306e\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by author. Data from company annual reports.</p><p>The e-commerce businesses in China continue to grow albeit at a slower rate, with growth slowing from 45% in FY21 to 18% in FY22. The company&#39;s main ecommerce platforms in China - Taobao and Tmall - have seen their revenue growth slow to low-single digits in FY22, with the majority of revenue growth now being driven by the growth of the company&#39;s direct sales businesses - Tmall Supermarket and SunArt.</p><p>This expansion into direct sales (i.e. traditional retailing) is unlocking new areas for growth, but at the cost of significantly lower margins. The company has also increased investment in its platforms and increased spending for user growth and on merchant support, further depressing margins.</p><p>As a result, EBITA margin has declined from 50% in FY20 to around 30% in FY22, offsetting the impact of the growth in revenue. The company expects margins to continue to be affected by this trend as direct sales account for an increasing share of revenue.</p><p><i>Please note: The</i> <i>EBITA reported by management excludes share-based compensation expenses. While we understand that it can be a useful metric on this basis, we have adjusted it to include the share-based compensation expense as this is a true cost to the company. Any reference to EBITA throughout this article is on that basis.</i></p><p>Cloud<img src=\"https://static.tigerbbs.com/d1405b6c4f1226c547e7b52fbc28864e\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by author. Data from company annual reports.</p><p>The trend of slowing growth is not confined to ecommerce, with the Cloud segment also seeing growth slow to 25% in FY22. The slowing growth was due to the loss of a significant customer as well as slowing demand from customers in China&#39;s internet industry.</p><p>The slowdown in FY22 follows a year where revenue grew by a little over 50% and has grown by 85% since in the past 2 years. In addition, excluding the impact of the customer loss, the underlying business actually grew by 29%.</p><p>The continued top-line growth is contributing to improving operating margins, albeit the Cloud business remains loss making. If share awards are excluded, however, Cloud has actually grown beyond its break-even point generating an EBITA margin of 2% in FY22. Due to the operational leverage of these types of businesses, further top line growth should start to result in improving margins.</p><p>International Commerce<img src=\"https://static.tigerbbs.com/dfec3544f8ac5498ceeeb239868cd84b\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by author. Data from Company Annual Report.</p><p>The theme in International commerce is similar. Revenue growth slowed to 25% in FY22, following a strong FY21 which saw revenue grow by 44%. The slowdown has in part been due to various headwinds faced by AliExpress and Trendyol, which have been key growth drivers of growth in recent years.</p><p>Trendyol has been affected by high inflation in Turkey and the weakened Turkish Lira, whilst AliExpress sales have been affected by the removal of the EU VAT exemption for low value foreign imports. The Russia-Ukraine conflict has also resulted in supply chain and logistics disruptions.</p><p>The International commerce segment as a whole continues to be loss making, with the profits from the wholesaling business not enough to outweigh the losses from the retail side. The loss actually increased in FY22 due to increased promotional spend and user acquisition costs in respect of Lazada and the cost of investments in Trendyol at a time when it is suffering from the economic situation.</p><p>The &#34;ecosystem&#34;<img src=\"https://static.tigerbbs.com/b2fdfe85079b26520b0b049772b90c81\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by author. Data from company annual reports.</p><p>Whilst Alibaba operates numerous individual platforms, they all combine to create the &#34;Alibaba ecosystem.&#34; At first glance, Alibaba operates a profitable e-commerce business in China which it uses to subsidize a host of other unprofitable ventures. However, it is too simplistic to look at Alibaba in this way.</p><p>Businesses which are currently loss-making, may still contribute positively to the overall strength and profitability of the wider ecosystem. The more services and platforms the company has, the greater the network effects and switching costs become for consumers and merchants.</p><p>Not providing such services could result in a loss of consumers and merchants to competitors, where the long-term impact would be greater than the cost of offering the service at a loss. On the other hand, if any loss-making business is not beneficial to the rest of the ecosystem, we would expect that it ultimately be wound down or disposed of.</p><p>Many of the loss-making businesses were also only acquired or started in recent years and have yet to reach a critical mass. Take the Cloud business, for example. This is a business which requires a lot of investment and has a largely fixed cost base, meaning it needs to reach a certain size to break-even. Any growth beyond that should be rewarded with very high margins.</p><p><img src=\"https://static.tigerbbs.com/04bf0a8cfb2214f758e87dce71528968\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by author. Data from company annual reports.</p><p>Looking at the Alibaba group as a whole, the theme of strong but slowing growth holds true. Again, it is important to view this in the context of the group growing its top line more than 5 times since 2017 - equivalent to a compound annual growth rate of 32%.</p><p>Since 2017, growth has come at the expense of profitability, with EBITA margins falling from almost 40% to less than 15% in FY22. If this decline in profitability had occurred whilst the operations of the group had remained constant, then we would see it as reason to be concerned. However, the key reason for the declining margins is the company&#39;s expansion which will form the basis for the company&#39;s future growth.</p><p>Whilst some of the decline in margin is structural as a result of expansion into lower margin business such as traditional retail and logistics, we do expect margins to improve as the company continues to grow and its businesses benefit from advantages of scale.</p><p>Any management team which is willing to put long-term success ahead of short-term profitability should be commended. The culture at Alibaba appears to be geared towards this. The legal structure - which essentially gives shareholders zero control over the management of the company - also means management is less likely to be concerned by the short-term demands of the market or shareholders.</p><p>The overall profitability of Alibaba is not solely dependent on its operating businesses. Significant fluctuations in the company&#39;s investment portfolio can also have a significant impact on net income. In both FY20 and FY21, the company recognized gains of over RMB 70 billion, equivalent to more than 90% of the company&#39;s operating income in each of those years. However, in FY22, the value of the company&#39;s listed portfolio declined by over RMB 15 billion - wiping out almost 25% of the company&#39;s operating income.</p><p>The performance of equity method investees - particularly Ant Group - can also materially impact overall profitability. Alibaba&#39;s share of profits from equity investees has improved from a loss of RMB 5 billion in FY20 to a gain of RMB 14 billion in FY22. Performance in FY22 was boosted by gains in investments recognized by Ant Group rather than improvements in the underlying business, meaning future profits may not be so high.</p><p>Overall, adjusted net income - which excludes changes in the value of investments described above, as well as certain one-off or non-cash costs - has been broadly flat in the three years through FY22 in the range of RMB 100 billion to RMB 120 billion.</p><p>Cash flow<img src=\"https://static.tigerbbs.com/65d77c5942124c46a9eacf378c77ef67\" tg-width=\"1200\" tg-height=\"726\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by author. Data from company annual reports.</p><p>Essentially all of the company&#39;s net income translates into free cash which can be used to fund acquisitions or returns to shareholders.</p><p>In the three years through FY22, the company has generated over RMB 400 million in free cash flows. The main use for this cash flow has been acquisitions, with the company investing around 50% of its cumulative free cash flow on new or additional investment in equities, business combinations or non-wholly owned subsidiaries.</p><p>The company does not and has never paid any dividend, but does have a share repurchase program of up to $25 billion (RMB 103 billion). As of 30 June 2022, there is a further $12 billion (RMB 81 billion) still to be completed by 2024, equivalent to around 5% of outstanding shares at the current price.</p><p>The strong cash generation of the business is reflected on its balance sheet, with a net cash position of RMB 378 billion as of 30 June 2022.</p><p><i>Note: TheFCF metric reported by management</i> <i>excludes the acquisition of land use rights and construction in progress relating to office campuses. Whilst these do not relate directly to the revenue-generating segments, they are still a true cash outflow from an investor&#39;s perspective. As such, we have adjusted management&#39;s FCF metric to include these outflows.</i></p><p>Q1 FY23 Trading Update<img src=\"https://static.tigerbbs.com/6159fb931608db1e29590a5bf712b2d3\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by author. Data from Q1 FY23 trading update.</p><p>On 4 August 2022, the company released their results for the first quarter of FY23. A further slowdown with revenue flat on the same period in the prior, albeit management reported that a slow April and May had been offset but a recovery in June.</p><p>China commerce revenue fell by 1% as GMV fell by a single-digit percentage and order cancellations increased as a result of the Covid-19 resurgence. This was partially offset by modest single digit growth in International commerce, Local consumer services and Cainiao. Cloud was the stand-out performer with revenue up 10% on the prior year. Despite stable revenues, earnings of the operating business were down by almost 20% as EBITA margins fell from 17% to 11%.</p><p><b>Risks</b></p><p>Regulation</p><p>The company operates a number of businesses in which foreign ownership or investment is restricted or prohibited. To ensure the company remains compliant, the businesses which are subject to these restrictions are carved out in separate legal entities which are not owned directly or indirectly by Alibaba, with control and economic benefit provided by way of contracts. Should the law (or interpretation thereof) change, there is a risk that Alibaba could be required to sell or cease operations in some of its businesses in China.</p><p>De-listing</p><p>There is a conflict between what the PCAOB in the US requires of auditors of US-listed companies and what auditors in China are allowed to disclose under Chinese law. Without cooperation on this issue, Alibaba may be prohibited from trading on the NYSE or other U.S. stock exchange by 2024 under current laws.</p><p>SEC investigation</p><p>In early 2016, the SEC initiated an investigation into whether the company has violated any federal securities laws in relation to its accounting practices. The investigation is ongoing and it is unclear what, if any, consequences the company could face.</p><p>Outlook</p><p>Management does not provide any medium-term guidance or targets in respect of the company&#39;s financial performance. However, its growth strategy revolves around the following three key trends.</p><p>Consumption</p><p>Consumption is a key driver of company performance. With the 1 billion active users on its e-commerce platforms in China, the company already has deep penetration of the domestic market. However, there is scope to grow through further penetration of less developed regions and capturing a larger proportion of existing users&#39; spending.</p><p>Digitalization</p><p>Digitalization of the economy, particularly through cloud computing, represents a huge area of new business opportunity. China&#39;s cloud computing industry is still at a nascent stage of development and is forecast to increase by 400% by 2025.</p><p>Globalization</p><p>The company also hopes to capitalize on globalization. The initial focus is on expansion in Southeast Asia, through localized and cross-border offerings. Alibaba is already the largest IaaS service provider in Asia Pacific, and it continues to expand its international cloud infrastructure, with data centers in 27 regions globally, including Singapore, Indonesia, Malaysia, the Philippines and Thailand.</p><p><b>Valuation</b></p><p>Alibaba has two major components to it: its operating businesses (including its subsidiaries, VIEs and equity method investees) and its investment portfolio.</p><p>As of 16 August 2022, the company&#39;s ADRs (equivalent to 8 ordinary shares) trade at around $92, giving a total market capitalization of c.$244 billion (RMB 1,653 billion). Excluding the company&#39;s significant net cash position (including short-term investments) of RMB 453 billion and its investment portfolio with a value of RMB 234 billion, this implies a valuation of RMB 966 billion for the operating business alone.</p><p>Our approach to valuing the operating businesses centers around determining the true underlying earnings power of the business or &#34;owner earnings.&#34; In the case of Alibaba, we will use Non-GAAP net income - which excludes amortization of intangibles, gains/losses in respect of investments and one-off non-recurring items such as fines - as our basis. Owner earnings in FY22 were around RMB 112 billion, equivalent to a price-to-earnings ratio of 9x for the operating businesses.</p><p>Due to the number of operating businesses and the limited information available in respect of each, we have not attempted to value each individually. Rather, we have applied high level assumptions at the group level to consider the implied potential returns under various hypothetical scenarios in reaching a conclusion on the attractiveness of the current valuation.</p><table><tbody><tr><td><b>Assumptions</b></td><td><b>Lower</b></td><td><b>Mid</b></td><td><b>Upper</b></td></tr><tr><td>Net income growth</td><td>5%</td><td>7%</td><td>9%</td></tr><tr><td>Price-to-earnings multiple</td><td>12x</td><td>15x</td><td>18x</td></tr></tbody></table><p>The assumed growth in earnings of 3% at the lower end and 7% at the upper end are low by historical standards, with historical growth in adjusted net income of 18% in the period FY17-FY22. We also assume that the company has to retain and reinvest 75% of its earnings to achieve this modest growth in net earnings, which is high by historical standards and may well be a lot lower in practice. We also make no allowance for any growth in the value of the company&#39;s investment portfolio.</p><p>Even under these scenarios, which we feel provide for a significant margin of safety, the implied 10-year compound annual return ranges from 22% on the lower end to 34% on the higher end - a total return of between 5x and 16x in 10 years.</p><p><b>Conclusion</b></p><p>There are two equally string but conflicting components when it comes to Alibaba as a prospective investment: the strength and prospects of the company&#39;s operating businesses versus the inherent uncertainty of investing in businesses with significant operations in China.</p><p>Where you come out on the balance between those two will ultimately determine whether you see it as an absolute bargain or a complete no-go. As long-term contrarian value investors, we feel the business strengths, discounted value, and prospective returns on offer are too attractive to ignore. For that reason, we consider it a &#34;buy&#34; and have allocated a significant proportion of our portfolio to it at the current price.</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>Alibaba: Fortunes Will Be Made</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Fortunes Will Be Made\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-22 11:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4535761-alibaba-fortunes-will-be-made><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba is the ecommerce market leader in China and is investing strongly into new markets and territories.With Alibaba’s operating businesses currently trading at around 9 times at a time when...</p>\n\n<a href=\"https://seekingalpha.com/article/4535761-alibaba-fortunes-will-be-made\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4535761-alibaba-fortunes-will-be-made","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137992204","content_text":"SummaryAlibaba is the ecommerce market leader in China and is investing strongly into new markets and territories.With Alibaba’s operating businesses currently trading at around 9 times at a time when margins are depressed, 30%+ annual compound returns over the next decade are possible.The decision to invest or not ultimately depends on where investors land on the perceived risks of investing in China.Whilst there are realistic risks, we think they are overblown and that long-term investors will do well by remaining rationally optimistic.At the current price, we rate the stock as a “Buy.” Should the current risks reduce or be resolved, we would consider it a “Strong Buy” at the current level.Our viewAlibaba Group Holding Limited (NYSE:BABA,BABAF) is one of the most controversial companies when it comes to investor opinion. Many believe it is a great business at a bargain price, whilst others believe the risks mean it is untouchable, even at a significant discount.Putting the risks aside for a moment, there is a lot to love about Alibaba:the world's largest global e-commerce platform, bigger than Amazon (AMZN) and JD.com (JD) combined based on GMV;a Cloud computing business in China which is a leader in a market which is expected to grow rapidly in the coming years;a dominant position in China and an increasing presence across Southeast Asia meaning it is well placed to benefit from economic progress in the region; andstrong free cash flow and a solid balance sheet providing ample resources to continue to make strategic acquisitions and/or returns to shareholders.Alibaba's operating businesses currently trade at a multiple of around 9x owner earnings. And this is at a time when the company is in an investment phase, meaning margins are depressed and the true underlying earnings potential is underrepresented. Modest earnings growth combined with recovery in the valuation multiple could provide investors 30%+ annual returns over the next decade.Based on these metrics, it is difficult to disagree that the current price represents an attractive valuation. However, the investment decision ultimately relies on the conclusion investors reach on the likelihood and impact of the various potential risks materializing.When it comes to risks generally, investors can be guilty of ignoring them completely or assuming the worst-case scenario. In the case of Alibaba, we think the latter is true. Whilst there will inevitably be ongoing friction as the US learns to live in a world with a rising China, our view is that the world will ultimately continue to make progress and prosper over the long-term. We believe investors would do well by remaining rationally optimistic.Even if we put our optimistic worldview aside, we feel that some of the risks are overblown. Only 10% of the company's external revenue is generated through the regulated businesses held within the VIE structures, and this will only reduce as the company continues to diversify and expand internationally.As for the potential de-listing from the NYSE, we would hope that agreement can be reached to avert this eventually. However, in absence of cooperation on that issue, the company is pursuing a dual primary listing in Hong Kong which will provide investors with an alternative market in an internationally recognized financial center.Overall, we feel that the strength of its businesses combined with the significantly discounted valuation compensate for the actual severity and likelihood of the risks materializing. We think it is a clear \"Buy\" at the current valuation. Should these risks reduce or a long-term resolution be reached, we see reason to upgrade our rating to \"Strong Buy.\"With that being said, each investor must consider this in the context of their own investment objectives, risk tolerance and psychological resilience. Bargains are never found in times of comfort and stability. As value investors with a long-term horizon and a deeply contrarian nature, we believe will be handsomely rewarded for the long and potentially rocky journey ahead.An overview of AlibabaNote from author: This section provides a description of the major services and businesses which are within the Alibaba ecosystem. For those who are already familiar with the operations of Alibaba, we suggest that you skip to the following section.Alibaba is an e-commerce giant which serves 1.31 billion annual active consumers across the many platforms and businesses in the Alibaba Ecosystem. Total Gross Merchandise Value (\"GMV\") transacted in the Alibaba Ecosystem in FY22 was RMB 8.3 trillion ($1.3 trillion), making it the largest retail commerce business in the world, according to Analysys.Alibaba reports its business across a number of segments: China commerce, International commerce; Local consumer services; Cainiao; Cloud; Digital media and entertainment; and Innovation initiatives and others. We provide an overview of each below.China CommerceAlibaba Annual Report FY22Alibaba's China Commerce segment is primarily Taobao and Tmall. Together, these constitute the world's largest digital retail business in terms of GMV for the twelve months ended 31 March 2022, according to Analysys.TaobaoTaobao is the company's main commerce platform and is both the starting point and destination portal for many users' shopping journey. It allows individuals and small businesses to create online storefronts and product listings for free. Alibaba generates revenue through add-ons sold to sellers, such as analytics and marketing. As well as being a shopping platform itself, it acts as a funnel for other platforms in the Alibaba ecosystem.TmallTmall is the partner of choice for both domestic and International brands. The platform is essentially a virtual mall, allowing brands and retailers to operate their own unique storefronts. The platform has a wide range of brands, with 320,000 brands and merchants on Tmall, including over 80% of the consumer brands ranked in the Forbes Top 100 World's Most Valuable Brands for 2021. It is the largest third-party online and mobile commerce platform for brands and retailers in the world in terms of GMV, according to Analysys. The platform differs from Taobao in that it charges retailers and merchants fees for setting up stores and a share of ongoing GMV, in addition to offering value-add services.OtherThere are a host of other platforms and businesses which cater to various markets. These includeTaobao Deals - like Taoboao, but with a focus on value-for-money products;Taocaicai - a community marketplace that offers consumers next-day pick-up services for a wide range of groceries and fresh goods at neighborhood pick-up points;Tmall Supermarket - offers daily necessities, FMCG and general merchandise through Taobao app with same-or-next-day delivery services;Freshippo - a retail chain for groceries and fresh goods with over 200 stores offering 30-minute delivery to customers living within a three kilometer radius of the store; andSun Art - an online and physical hypermarket.AlimamaThe company monetizes its broad user base and insights into customer behaviors through its Alimama platform. Alimama offers paid marketing services to merchants, retailers and promoters allowing them to advertise across its many platforms. This marketing is not confined to the Alibaba ecosystem, with affiliate programs allowing its users to directly market to consumers on other platforms outside of Alibaba's.In addition to ads within the Alibaba ecosystem, the company offers wider distribution through the Taobao Ad Network and Exchange (\"TANX\"), one of the largest real-time online bidding marketing exchanges in China. TANX helps publishers to monetize their media inventories both on mobile apps and web properties, automating the buying and selling of tens of billions of marketing impressions on a daily basis.1688.comAlibaba's domestic wholesale business, 1688.com, is China's largest integrated domestic wholesale marketplace in 2021 by net revenue, according to Analysys. Wholesalers pay a fixed annual subscription to sell with no additional fees, but can pay for additional premium features such as data analytics and marketing etc. These additional services account for the vast majority of income from wholesaling.International CommerceAlibaba Annual Report FY22LazadaLazada is a leading and fast-growing e-commerce platform in Southeast Asia and serves one of the largest user bases among the global e-commerce platforms. It caters to merchants of all sizes, from individuals to regional and global brands. Lazada also operates one of the leading e-commerce logistics networks in Southeast Asia, with the vast majority of Lazada's parcels going through its own facilities or first- and last-mile fleet.AliExpressAliExpress enables global consumers to buy directly from manufacturers and distributors in China and around the world. It is available in 18 languages and services consumers across many countries including the US and Europe.TrendyolTrendyol is a leading e-commerce platform in Turkey in terms of both GMV and order volume in 2021. It offers a large selection of products through e-commerce business as well as instant delivery services for food and groceries, as well as having its own fulfillment and logistics networks.Alibaba.comAlibaba.com is China's largest integrated international online wholesale marketplace in 2021 by revenue, according to Analysys, serving over 40 million buyers from over 190 countries in FY22. Like its domestic wholesaling counterpart, Alibaba generates the majority of the revenue through this platform for the additional value-add services it offers to merchants.Local Consumer ServicesCompany Annual Report FY22The company's local consumer services business is looking to expand its reach beyond products into consumer services, whether that is at home through its \"To Home\" businesses or on the go through its \"To Destination\" businesses.To HomeEle.me- a leading local services and on-demand delivery platform which enables consumers to order food and beverages, groceries, FMCG, flowers and pharmaceutical products anytime and anywhere.Fengniao Logistics - an on-demand delivery network which provides last-mile logistics services to orders placed through Ele.me as well as to other businesses in the Alibaba ecosystem including Freshippo, Sun Art, and Alibaba Health.Taoxianda - an online-offline integration service solution for FMCG brands and third-party grocery retail partners, facilitates the digitalization of retailers' operations.To-DestinationAmap - a leading provider of mobile digital map navigation and one-stop access point to services such as navigation, local services and ride-hailing. Amap technology underlies a range of apps both inside and outside of the Alibaba ecosystem, and the company provides map data and navigation software to international and domestic automotive companies.Fliggy - a leading online travel platform which provides comprehensive services to meet consumers' travel needs for airline and train tickets, accommodation, car rental, package tours and local attractions.Koubei - a restaurant and local services guide platform for in-store consumption, provides merchants with targeted marketing solutions, digital operation capabilities and analytics tools and allows consumers to discover local services content on the platform.CainiaoCainiao is a domestic and international one-stop shop for logistics services and supply chain management solutions, data insights and technology to digitalize the entire logistics process and enhance the capabilities of its logistics partners.It offers parcel pick-up services through a neighborhood logistics solution that operates a network of neighborhood, campus and rural village stations and residential self pick-up lockers. Consumers can also enjoy parcel pick-up at the doorstep and time-guaranteed delivery service through Cainiao.For merchants, Cainiao has built a full-fledged fulfillment network at provincial, city, and county levels in China, which offers customized fulfillment solutions to merchants across the Alibaba ecosystem. It has a network of assets and partners to support merchants on cross-border and international commerce retail platforms such as AliExpress and Lazada.CloudAlibaba Group is the world's third largest and Asia Pacific's largest Infrastructure-as-a-service (\"IaaS\") provider by revenue in 2021, according to Gartner's April 2022 report. It is also China's largest provider of public cloud services by revenue in 2021, including PaaS and IaaS services, according to IDC.Alibaba CloudAlibaba Cloud offers a complete suite of cloud services, including proprietary servers, elastic computing, storage, network, security, database and big data, and IoT services, serving our ecosystem and beyond. Alibaba Cloud offers computing services in 27 regions globally and served more than 60% of A-share listed companies in China in FY22. As digital transformation accelerates, customers from non-Internet industries have increased their usage of cloud services, with such revenue accounting for half of cloud computing revenue in FY22.DingTalkDingTalk is a digital collaboration workplace and application development platform that offers new ways of working, sharing and collaboration for modern enterprises and organizations and is the largest business efficiency mobile app in China by monthly active users in March 2022, according to QuestMobile.DingTalk provides a comprehensive suite of solutions for enterprise collaboration, including real-time communication, organizational management and various network collaboration tools such as data storage, calendars, workflow management and shared documents. Enterprises can also enjoy convenient access to a broad range of applications, including those offered by third-party service providers, that are seamlessly integrated with DingTalk's platform.Digital Media and EntertainmentCompany Annual Report FY22In line with the continued expansion into areas beyond product consumption, the group is looking to benefit from media consumption through its delivery platforms as well as through the production and distribution of its own and third-party content.The first of these platforms is Youku, the third largest online long-form video platform in China in terms of monthly active users in March 2022, according to QuestMobile. The second is Quark which helps young users gain access to a variety of digital content and information for learning and work purposes.The company also produces, promotes and distributes content through Alibaba Pictures. In 2022, eight movies released by Alibaba Pictures were among the top ten domestic movies in terms of ticket sales. The company also provides ticketing services for live events - concerts, plays, and sporting events - through Damai, and develops and distributes mobile games through Lingxi Games.InnovationIn 2019, Alibaba established the DAMO Academy, a global research program in cutting-edge technologies that aims to integrate and speed up knowledge exchange between science and industry. An example of the innovation is the proprietary L4 self-driving vehicle Xiaomanlv used by Cainiao, which has delivered over 10 million parcels within gated communities and university campuses.Its Tmall Genie product range provides a selection of internet-enabled smart home appliances, including smart speakers, lights and remote controls. The Tmall Genie smart speaker is a leading smart speaker in China in terms of sales units, and provides an interactive interface for our customers to easily access services offered by the company.InvestmentsIn addition to its operating businesses, Alibaba has a portfolio of equity (listed and private) and debt investments with a total value of RMB 239 billion as of 30 June 2022. The company also has a number of investments in which it holds a minority stake (\"equity investees\"). The most significant of these is the group's 33% stake in the Ant Group, the parent company of Alipay which provides substantially all of the payment processing and all of the escrow services on Alibaba marketplaces.Business reviewThe Alibaba GroupPrepared by author. Data from company annual reports.Despite its many operating businesses and international expansion, Alibaba is still predominantly a domestic e-commerce business in China. In FY22, China commerce - which include the company's domestic retail and wholesale businesses - accounted for almost 80% of the group's revenue. The next largest segments are Cloud (8% of revenue) and International Commerce (7% of revenue). We consider the performance of these three key segments below.China CommercePrepared by author. Data from company annual reports.The e-commerce businesses in China continue to grow albeit at a slower rate, with growth slowing from 45% in FY21 to 18% in FY22. The company's main ecommerce platforms in China - Taobao and Tmall - have seen their revenue growth slow to low-single digits in FY22, with the majority of revenue growth now being driven by the growth of the company's direct sales businesses - Tmall Supermarket and SunArt.This expansion into direct sales (i.e. traditional retailing) is unlocking new areas for growth, but at the cost of significantly lower margins. The company has also increased investment in its platforms and increased spending for user growth and on merchant support, further depressing margins.As a result, EBITA margin has declined from 50% in FY20 to around 30% in FY22, offsetting the impact of the growth in revenue. The company expects margins to continue to be affected by this trend as direct sales account for an increasing share of revenue.Please note: The EBITA reported by management excludes share-based compensation expenses. While we understand that it can be a useful metric on this basis, we have adjusted it to include the share-based compensation expense as this is a true cost to the company. Any reference to EBITA throughout this article is on that basis.CloudPrepared by author. Data from company annual reports.The trend of slowing growth is not confined to ecommerce, with the Cloud segment also seeing growth slow to 25% in FY22. The slowing growth was due to the loss of a significant customer as well as slowing demand from customers in China's internet industry.The slowdown in FY22 follows a year where revenue grew by a little over 50% and has grown by 85% since in the past 2 years. In addition, excluding the impact of the customer loss, the underlying business actually grew by 29%.The continued top-line growth is contributing to improving operating margins, albeit the Cloud business remains loss making. If share awards are excluded, however, Cloud has actually grown beyond its break-even point generating an EBITA margin of 2% in FY22. Due to the operational leverage of these types of businesses, further top line growth should start to result in improving margins.International CommercePrepared by author. Data from Company Annual Report.The theme in International commerce is similar. Revenue growth slowed to 25% in FY22, following a strong FY21 which saw revenue grow by 44%. The slowdown has in part been due to various headwinds faced by AliExpress and Trendyol, which have been key growth drivers of growth in recent years.Trendyol has been affected by high inflation in Turkey and the weakened Turkish Lira, whilst AliExpress sales have been affected by the removal of the EU VAT exemption for low value foreign imports. The Russia-Ukraine conflict has also resulted in supply chain and logistics disruptions.The International commerce segment as a whole continues to be loss making, with the profits from the wholesaling business not enough to outweigh the losses from the retail side. The loss actually increased in FY22 due to increased promotional spend and user acquisition costs in respect of Lazada and the cost of investments in Trendyol at a time when it is suffering from the economic situation.The \"ecosystem\"Prepared by author. Data from company annual reports.Whilst Alibaba operates numerous individual platforms, they all combine to create the \"Alibaba ecosystem.\" At first glance, Alibaba operates a profitable e-commerce business in China which it uses to subsidize a host of other unprofitable ventures. However, it is too simplistic to look at Alibaba in this way.Businesses which are currently loss-making, may still contribute positively to the overall strength and profitability of the wider ecosystem. The more services and platforms the company has, the greater the network effects and switching costs become for consumers and merchants.Not providing such services could result in a loss of consumers and merchants to competitors, where the long-term impact would be greater than the cost of offering the service at a loss. On the other hand, if any loss-making business is not beneficial to the rest of the ecosystem, we would expect that it ultimately be wound down or disposed of.Many of the loss-making businesses were also only acquired or started in recent years and have yet to reach a critical mass. Take the Cloud business, for example. This is a business which requires a lot of investment and has a largely fixed cost base, meaning it needs to reach a certain size to break-even. Any growth beyond that should be rewarded with very high margins.Prepared by author. Data from company annual reports.Looking at the Alibaba group as a whole, the theme of strong but slowing growth holds true. Again, it is important to view this in the context of the group growing its top line more than 5 times since 2017 - equivalent to a compound annual growth rate of 32%.Since 2017, growth has come at the expense of profitability, with EBITA margins falling from almost 40% to less than 15% in FY22. If this decline in profitability had occurred whilst the operations of the group had remained constant, then we would see it as reason to be concerned. However, the key reason for the declining margins is the company's expansion which will form the basis for the company's future growth.Whilst some of the decline in margin is structural as a result of expansion into lower margin business such as traditional retail and logistics, we do expect margins to improve as the company continues to grow and its businesses benefit from advantages of scale.Any management team which is willing to put long-term success ahead of short-term profitability should be commended. The culture at Alibaba appears to be geared towards this. The legal structure - which essentially gives shareholders zero control over the management of the company - also means management is less likely to be concerned by the short-term demands of the market or shareholders.The overall profitability of Alibaba is not solely dependent on its operating businesses. Significant fluctuations in the company's investment portfolio can also have a significant impact on net income. In both FY20 and FY21, the company recognized gains of over RMB 70 billion, equivalent to more than 90% of the company's operating income in each of those years. However, in FY22, the value of the company's listed portfolio declined by over RMB 15 billion - wiping out almost 25% of the company's operating income.The performance of equity method investees - particularly Ant Group - can also materially impact overall profitability. Alibaba's share of profits from equity investees has improved from a loss of RMB 5 billion in FY20 to a gain of RMB 14 billion in FY22. Performance in FY22 was boosted by gains in investments recognized by Ant Group rather than improvements in the underlying business, meaning future profits may not be so high.Overall, adjusted net income - which excludes changes in the value of investments described above, as well as certain one-off or non-cash costs - has been broadly flat in the three years through FY22 in the range of RMB 100 billion to RMB 120 billion.Cash flowPrepared by author. Data from company annual reports.Essentially all of the company's net income translates into free cash which can be used to fund acquisitions or returns to shareholders.In the three years through FY22, the company has generated over RMB 400 million in free cash flows. The main use for this cash flow has been acquisitions, with the company investing around 50% of its cumulative free cash flow on new or additional investment in equities, business combinations or non-wholly owned subsidiaries.The company does not and has never paid any dividend, but does have a share repurchase program of up to $25 billion (RMB 103 billion). As of 30 June 2022, there is a further $12 billion (RMB 81 billion) still to be completed by 2024, equivalent to around 5% of outstanding shares at the current price.The strong cash generation of the business is reflected on its balance sheet, with a net cash position of RMB 378 billion as of 30 June 2022.Note: TheFCF metric reported by management excludes the acquisition of land use rights and construction in progress relating to office campuses. Whilst these do not relate directly to the revenue-generating segments, they are still a true cash outflow from an investor's perspective. As such, we have adjusted management's FCF metric to include these outflows.Q1 FY23 Trading UpdatePrepared by author. Data from Q1 FY23 trading update.On 4 August 2022, the company released their results for the first quarter of FY23. A further slowdown with revenue flat on the same period in the prior, albeit management reported that a slow April and May had been offset but a recovery in June.China commerce revenue fell by 1% as GMV fell by a single-digit percentage and order cancellations increased as a result of the Covid-19 resurgence. This was partially offset by modest single digit growth in International commerce, Local consumer services and Cainiao. Cloud was the stand-out performer with revenue up 10% on the prior year. Despite stable revenues, earnings of the operating business were down by almost 20% as EBITA margins fell from 17% to 11%.RisksRegulationThe company operates a number of businesses in which foreign ownership or investment is restricted or prohibited. To ensure the company remains compliant, the businesses which are subject to these restrictions are carved out in separate legal entities which are not owned directly or indirectly by Alibaba, with control and economic benefit provided by way of contracts. Should the law (or interpretation thereof) change, there is a risk that Alibaba could be required to sell or cease operations in some of its businesses in China.De-listingThere is a conflict between what the PCAOB in the US requires of auditors of US-listed companies and what auditors in China are allowed to disclose under Chinese law. Without cooperation on this issue, Alibaba may be prohibited from trading on the NYSE or other U.S. stock exchange by 2024 under current laws.SEC investigationIn early 2016, the SEC initiated an investigation into whether the company has violated any federal securities laws in relation to its accounting practices. The investigation is ongoing and it is unclear what, if any, consequences the company could face.OutlookManagement does not provide any medium-term guidance or targets in respect of the company's financial performance. However, its growth strategy revolves around the following three key trends.ConsumptionConsumption is a key driver of company performance. With the 1 billion active users on its e-commerce platforms in China, the company already has deep penetration of the domestic market. However, there is scope to grow through further penetration of less developed regions and capturing a larger proportion of existing users' spending.DigitalizationDigitalization of the economy, particularly through cloud computing, represents a huge area of new business opportunity. China's cloud computing industry is still at a nascent stage of development and is forecast to increase by 400% by 2025.GlobalizationThe company also hopes to capitalize on globalization. The initial focus is on expansion in Southeast Asia, through localized and cross-border offerings. Alibaba is already the largest IaaS service provider in Asia Pacific, and it continues to expand its international cloud infrastructure, with data centers in 27 regions globally, including Singapore, Indonesia, Malaysia, the Philippines and Thailand.ValuationAlibaba has two major components to it: its operating businesses (including its subsidiaries, VIEs and equity method investees) and its investment portfolio.As of 16 August 2022, the company's ADRs (equivalent to 8 ordinary shares) trade at around $92, giving a total market capitalization of c.$244 billion (RMB 1,653 billion). Excluding the company's significant net cash position (including short-term investments) of RMB 453 billion and its investment portfolio with a value of RMB 234 billion, this implies a valuation of RMB 966 billion for the operating business alone.Our approach to valuing the operating businesses centers around determining the true underlying earnings power of the business or \"owner earnings.\" In the case of Alibaba, we will use Non-GAAP net income - which excludes amortization of intangibles, gains/losses in respect of investments and one-off non-recurring items such as fines - as our basis. Owner earnings in FY22 were around RMB 112 billion, equivalent to a price-to-earnings ratio of 9x for the operating businesses.Due to the number of operating businesses and the limited information available in respect of each, we have not attempted to value each individually. Rather, we have applied high level assumptions at the group level to consider the implied potential returns under various hypothetical scenarios in reaching a conclusion on the attractiveness of the current valuation.AssumptionsLowerMidUpperNet income growth5%7%9%Price-to-earnings multiple12x15x18xThe assumed growth in earnings of 3% at the lower end and 7% at the upper end are low by historical standards, with historical growth in adjusted net income of 18% in the period FY17-FY22. We also assume that the company has to retain and reinvest 75% of its earnings to achieve this modest growth in net earnings, which is high by historical standards and may well be a lot lower in practice. We also make no allowance for any growth in the value of the company's investment portfolio.Even under these scenarios, which we feel provide for a significant margin of safety, the implied 10-year compound annual return ranges from 22% on the lower end to 34% on the higher end - a total return of between 5x and 16x in 10 years.ConclusionThere are two equally string but conflicting components when it comes to Alibaba as a prospective investment: the strength and prospects of the company's operating businesses versus the inherent uncertainty of investing in businesses with significant operations in China.Where you come out on the balance between those two will ultimately determine whether you see it as an absolute bargain or a complete no-go. As long-term contrarian value investors, we feel the business strengths, discounted value, and prospective returns on offer are too attractive to ignore. For that reason, we consider it a \"buy\" and have allocated a significant proportion of our portfolio to it at the current price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996059285,"gmtCreate":1661086496650,"gmtModify":1676536450706,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579095725705542","authorIdStr":"3579095725705542"},"themes":[],"htmlText":"Pls like thanks&nbsp;","listText":"Pls like thanks&nbsp;","text":"Pls like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996059285","repostId":"2260230425","repostType":4,"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999536795,"gmtCreate":1660548742320,"gmtModify":1676534054468,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579095725705542","authorIdStr":"3579095725705542"},"themes":[],"htmlText":"Pls like thanks&nbsp;","listText":"Pls like thanks&nbsp;","text":"Pls like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999536795","repostId":"2259301500","repostType":4,"repost":{"id":"2259301500","pubTimestamp":1660544528,"share":"https://ttm.financial/m/news/2259301500?lang=&edition=fundamental","pubTime":"2022-08-15 14:22","market":"us","language":"en","title":"3 Semiconductor Stocks to Buy Now, Including Nvidia","url":"https://stock-news.laohu8.com/highlight/detail?id=2259301500","media":"Motley Fool","summary":"The market already called this current chip industry slowdown, and it might now be calling a bottom.","content":"<html><head></head><body><p>This week, a number of high-profile semiconductor companies confirmed that consumer electronics spending is hitting a rough patch. <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> said that PC and laptop demand is hurting its video game segment, and <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> said PC and smartphone sales are going to be sharply lower in the second half of 2022 as device manufacturers work through built-up inventory of some components.</p><p>The market already knew trouble was brewing. Semiconductor stocks have declined 25% so far in 2022, as measured by the <a href=\"https://laohu8.com/S/SOXX\">iShares Semiconductor ETF</a>. However, in spite of a deafening chorus lamenting the onset of a cyclical downturn in the chip industry, this ETF has rallied sharply off highs. The reason? Though consumer spending is hitting the skids, enterprise spending on chips for the cloud, data centers, artificial intelligence (AI), and the like is still going strong.</p><p>Three Fool.com contributors think chip stocks are a buy right now for the long haul. Here&#39;s why Nvidia, Micron Technology, and <a href=\"https://laohu8.com/S/KLIC\">Kulicke and Soffa Industries </a> top their buy lists right now.</p><h2>Familiar territory for Nvidia shareholders</h2><p><b>Nicholas Rossolillo (Nvidia): </b>For longtime owners of Nvidia, this week&#39;s announcement by CEO Jensen Huang and company feels like 2018 redux. The chip industry overall is slowing after a run of strong growth. There are demand issues in China. The cryptocurrency market (parts of which use GPUs like what Nvidia designs to &#34;mine&#34; crypto) has just taken a brutal beating. And Nvidia is preparing to announce a new generation of gaming GPUs later this autumn (which means some gamers might be delaying purchases until the new hardware comes out). As a result, Nvidia said its preliminary gaming segment sales declined 33% year over year in Q2 fiscal 2023.</p><p>The high-end video gaming graphics company has always been pretty cyclical. Nvidia releases new GPUs that can handle more powerful video games, gamers upgrade laptops and PCs, sales boom then ebb, Nvidia announces another GPU refresh, and the cycle repeats. While the 2022 downturn has its unique challenges, this is familiar territory for longtime shareholders.</p><p><img src=\"https://static.tigerbbs.com/0282299b60e0c304031ea42a40d5ba24\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Data by YCharts.</p><p>One key difference this time, though, is that Nvidia is now a diversified business. In fact, based on its preliminary Q2 numbers, Nvidia&#39;s data center business (where it&#39;s powering AI and other high-performance computing for enterprises) grew 61% year over year. With sales of $3.81 billion, data centers are now Nvidia&#39;s largest segment at an implied 57% of total revenue.</p><p>At some point, the data center end-market will also go through a slowdown or cyclical downturn. But Nvidia now has lots of irons in the fire (a cloud software licensing business, automotive and industrial equipment chips, new gaming chips). When Nvidia and the chip industry hit these bumps in the road, I start buying through the downturn while awaiting the next cycle higher. At this juncture, I see no reason to treat this top semiconductor stock any differently from times past.</p><h2><b>This advanced packaging leader is incredibly cheap </b></h2><p><b>Billy Duberstein (Kulicke and Soffa)</b>: One way to play the chip sector is semiconductor equipment stocks, the &#34;picks and shovels&#34; to the industry. When people think of semi-cap equipment, they usually turn to front-end equipment-makers, which print massive numbers of tiny transistors onto silicon chips. However, investors shouldn&#39;t overlook advanced packaging companies.</p><p>That&#39;s because front-end scaling is now bumping up against the laws of physics. In response, the chip industry is applying more advanced packaging techniques to continue generating more power with less energy. By bringing chips, memory, and accelerators closer together and connecting them more efficiently within devices, packaging can continue improving total system performance.</p><p>Many leading chipmakers have even begun designing &#34;chiplets,&#34; or smaller semiconductor units that perform specific functions, which can be rearranged with other chiplets to make customized &#34;super-chips.&#34;</p><p>Kulicke and Soffa stands to benefit handsomely from this trend, as a leader in traditional wire bonding, and in more modern advanced packaging techniques for general semiconductors, automobiles, and advanced displays.</p><p>K&amp;S&#39; workhorse product is the wire bonder, a legacy bonding product for which it has more than 60% market share, according to VLSI Research. However, since CEO Fusen Chen took over the top job in 2016, K&amp;S has done an excellent job of developing new products in advanced packaging, such as thermocompression bonding, and a new product line in mini/microLED assembly, both through internal R&amp;D and tuck-in acquisitions.</p><p>On the recent conference call, Chen noted its newer advanced packaging technology products were tracking 35% ahead of expectations given at the company&#39;s Investor Day one year ago.</p><p>The advanced display segment also offers lots of potential. MiniLED is a cutting-edge display technology, offering deeper blacks and richer colors, and is replacing OLED in many products such as high-end TVs. <b>Apple</b> (AAPL) is beginning to incorporate miniLED into more of its products. The new Pro versions of MacBooks and iPads will feature miniLEDs.</p><p>K&amp;S is a notoriously cyclical stock, and we are definitely entering a near-term downturn. Widespread pullbacks in industry expansions caused management to guide for a sequential 25% decline in revenues next quarter, and for earnings per share to fall more than 50%, from $1.99 last quarter to $0.93 in the upcoming quarter.</p><p>So why is the stock a buy? Because it&#39;s really cheap! K&amp;S now trades in the mid-$40 range, and also has a strong net cash position of about $12.50 per share.  Even taking next quarter&#39;s earnings per share as a baseline, that would equate to $3.60 per share in a downturn. If that marks a cycle&#39;s bottom, that means the stock trades at less than 10 times trough earnings, stripping out its excess cash. Meanwhile, over the past 12-month &#34;boom,&#34; K&amp;S earned $8.06 per share.</p><p>Even if near-term revenue and earnings fall lower, the growth in packaging intensity should allow for bigger highs and lows over time. Meanwhile, Chen noted that by 2024, many new advanced packaging and miniLED products just being qualified today will be hitting the markets. I&#39;d suspect K&amp;S will still be profitable through a downcycle, and eventually make higher highs than even the 2021 &#34;boom year&#34; at some point. Then today&#39;s stock price will look like even more of a bargain.</p><h2>Temporary sales slowdown, temporary stock discounts, audacious long-term plans</h2><p><b>Anders Bylund (Micron Technology):</b> Memory chip specialist Micron Technology almost always seems to be on fire sale. The stock rarely trades above 10 times trailing earnings, apart from a two-year surge above that line in 2020 and 2021.</p><p>2022&#39;s inflation concerns ended that hot streak, pushing Micron&#39;s price-to-earnings ratio below 7 again. The latest twist in that chart was a 3.5% haircut on Tuesday, inspired by Micron&#39;s lowered fourth-quarter guidance. Customer demand for memory chips has cooled due to supply chain challenges and macroeconomic issues. Many companies that build devices containing digital memory chips are digging into their warehouse inventories rather than ordering new stock at the moment.</p><p>Micron is managing its expected near-term revenue slowdown by holding back on chip-making equipment installations over the next couple of quarters. However, I think it&#39;s a mistake to focus too much on this temporary issue, which undoubtedly will leave Micron with an explosive amount of pent-up demand and another sharp revenue spike in 2023 or 2024.</p><p>On the same day as that chilling guidance cut, Micron also committed to investing $40 billion in U.S. memory-chip manufacturing facilities before 2030. This plan is supported by the freshly signed Chips and Science Act, a government bill that includes $52 billion of funding for U.S. chip designers and semiconductor manufacturers.</p><p>So Micron will more than double its chip-making assets over the next seven years, creating roughly 40,000 jobs for Americans and a massive source of memory chip supplies. Today, most memory chips are made in Taiwan, China, or Japan. In light of the economywide supply chain problems that started with semiconductor shortages in Asia, Micron&#39;s domestic investment might be considered a matter of national security.</p><p>You can invest in Micron&#39;s sensible and patriotic long-term plans for the bargain-bin price of just seven times the company&#39;s trailing earnings. I&#39;m not concerned about the short-term revenue downturn, because Micron has a robust balance sheet and fantastic long-term plans.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Semiconductor Stocks to Buy Now, Including Nvidia</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Semiconductor Stocks to Buy Now, Including Nvidia\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-15 14:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/14/3-semiconductor-stocks-to-buy-now-including-nvidia/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This week, a number of high-profile semiconductor companies confirmed that consumer electronics spending is hitting a rough patch. Nvidia said that PC and laptop demand is hurting its video game ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/14/3-semiconductor-stocks-to-buy-now-including-nvidia/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","KLIC":"库力索法半导体","MU":"美光科技"},"source_url":"https://www.fool.com/investing/2022/08/14/3-semiconductor-stocks-to-buy-now-including-nvidia/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259301500","content_text":"This week, a number of high-profile semiconductor companies confirmed that consumer electronics spending is hitting a rough patch. Nvidia said that PC and laptop demand is hurting its video game segment, and Micron Technology said PC and smartphone sales are going to be sharply lower in the second half of 2022 as device manufacturers work through built-up inventory of some components.The market already knew trouble was brewing. Semiconductor stocks have declined 25% so far in 2022, as measured by the iShares Semiconductor ETF. However, in spite of a deafening chorus lamenting the onset of a cyclical downturn in the chip industry, this ETF has rallied sharply off highs. The reason? Though consumer spending is hitting the skids, enterprise spending on chips for the cloud, data centers, artificial intelligence (AI), and the like is still going strong.Three Fool.com contributors think chip stocks are a buy right now for the long haul. Here's why Nvidia, Micron Technology, and Kulicke and Soffa Industries  top their buy lists right now.Familiar territory for Nvidia shareholdersNicholas Rossolillo (Nvidia): For longtime owners of Nvidia, this week's announcement by CEO Jensen Huang and company feels like 2018 redux. The chip industry overall is slowing after a run of strong growth. There are demand issues in China. The cryptocurrency market (parts of which use GPUs like what Nvidia designs to \"mine\" crypto) has just taken a brutal beating. And Nvidia is preparing to announce a new generation of gaming GPUs later this autumn (which means some gamers might be delaying purchases until the new hardware comes out). As a result, Nvidia said its preliminary gaming segment sales declined 33% year over year in Q2 fiscal 2023.The high-end video gaming graphics company has always been pretty cyclical. Nvidia releases new GPUs that can handle more powerful video games, gamers upgrade laptops and PCs, sales boom then ebb, Nvidia announces another GPU refresh, and the cycle repeats. While the 2022 downturn has its unique challenges, this is familiar territory for longtime shareholders.Data by YCharts.One key difference this time, though, is that Nvidia is now a diversified business. In fact, based on its preliminary Q2 numbers, Nvidia's data center business (where it's powering AI and other high-performance computing for enterprises) grew 61% year over year. With sales of $3.81 billion, data centers are now Nvidia's largest segment at an implied 57% of total revenue.At some point, the data center end-market will also go through a slowdown or cyclical downturn. But Nvidia now has lots of irons in the fire (a cloud software licensing business, automotive and industrial equipment chips, new gaming chips). When Nvidia and the chip industry hit these bumps in the road, I start buying through the downturn while awaiting the next cycle higher. At this juncture, I see no reason to treat this top semiconductor stock any differently from times past.This advanced packaging leader is incredibly cheap Billy Duberstein (Kulicke and Soffa): One way to play the chip sector is semiconductor equipment stocks, the \"picks and shovels\" to the industry. When people think of semi-cap equipment, they usually turn to front-end equipment-makers, which print massive numbers of tiny transistors onto silicon chips. However, investors shouldn't overlook advanced packaging companies.That's because front-end scaling is now bumping up against the laws of physics. In response, the chip industry is applying more advanced packaging techniques to continue generating more power with less energy. By bringing chips, memory, and accelerators closer together and connecting them more efficiently within devices, packaging can continue improving total system performance.Many leading chipmakers have even begun designing \"chiplets,\" or smaller semiconductor units that perform specific functions, which can be rearranged with other chiplets to make customized \"super-chips.\"Kulicke and Soffa stands to benefit handsomely from this trend, as a leader in traditional wire bonding, and in more modern advanced packaging techniques for general semiconductors, automobiles, and advanced displays.K&S' workhorse product is the wire bonder, a legacy bonding product for which it has more than 60% market share, according to VLSI Research. However, since CEO Fusen Chen took over the top job in 2016, K&S has done an excellent job of developing new products in advanced packaging, such as thermocompression bonding, and a new product line in mini/microLED assembly, both through internal R&D and tuck-in acquisitions.On the recent conference call, Chen noted its newer advanced packaging technology products were tracking 35% ahead of expectations given at the company's Investor Day one year ago.The advanced display segment also offers lots of potential. MiniLED is a cutting-edge display technology, offering deeper blacks and richer colors, and is replacing OLED in many products such as high-end TVs. Apple (AAPL) is beginning to incorporate miniLED into more of its products. The new Pro versions of MacBooks and iPads will feature miniLEDs.K&S is a notoriously cyclical stock, and we are definitely entering a near-term downturn. Widespread pullbacks in industry expansions caused management to guide for a sequential 25% decline in revenues next quarter, and for earnings per share to fall more than 50%, from $1.99 last quarter to $0.93 in the upcoming quarter.So why is the stock a buy? Because it's really cheap! K&S now trades in the mid-$40 range, and also has a strong net cash position of about $12.50 per share.  Even taking next quarter's earnings per share as a baseline, that would equate to $3.60 per share in a downturn. If that marks a cycle's bottom, that means the stock trades at less than 10 times trough earnings, stripping out its excess cash. Meanwhile, over the past 12-month \"boom,\" K&S earned $8.06 per share.Even if near-term revenue and earnings fall lower, the growth in packaging intensity should allow for bigger highs and lows over time. Meanwhile, Chen noted that by 2024, many new advanced packaging and miniLED products just being qualified today will be hitting the markets. I'd suspect K&S will still be profitable through a downcycle, and eventually make higher highs than even the 2021 \"boom year\" at some point. Then today's stock price will look like even more of a bargain.Temporary sales slowdown, temporary stock discounts, audacious long-term plansAnders Bylund (Micron Technology): Memory chip specialist Micron Technology almost always seems to be on fire sale. The stock rarely trades above 10 times trailing earnings, apart from a two-year surge above that line in 2020 and 2021.2022's inflation concerns ended that hot streak, pushing Micron's price-to-earnings ratio below 7 again. The latest twist in that chart was a 3.5% haircut on Tuesday, inspired by Micron's lowered fourth-quarter guidance. Customer demand for memory chips has cooled due to supply chain challenges and macroeconomic issues. Many companies that build devices containing digital memory chips are digging into their warehouse inventories rather than ordering new stock at the moment.Micron is managing its expected near-term revenue slowdown by holding back on chip-making equipment installations over the next couple of quarters. However, I think it's a mistake to focus too much on this temporary issue, which undoubtedly will leave Micron with an explosive amount of pent-up demand and another sharp revenue spike in 2023 or 2024.On the same day as that chilling guidance cut, Micron also committed to investing $40 billion in U.S. memory-chip manufacturing facilities before 2030. This plan is supported by the freshly signed Chips and Science Act, a government bill that includes $52 billion of funding for U.S. chip designers and semiconductor manufacturers.So Micron will more than double its chip-making assets over the next seven years, creating roughly 40,000 jobs for Americans and a massive source of memory chip supplies. Today, most memory chips are made in Taiwan, China, or Japan. In light of the economywide supply chain problems that started with semiconductor shortages in Asia, Micron's domestic investment might be considered a matter of national security.You can invest in Micron's sensible and patriotic long-term plans for the bargain-bin price of just seven times the company's trailing earnings. I'm not concerned about the short-term revenue downturn, because Micron has a robust balance sheet and fantastic long-term plans.","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909427585,"gmtCreate":1658911034247,"gmtModify":1676536227818,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579095725705542","authorIdStr":"3579095725705542"},"themes":[],"htmlText":"Pls like thanks&nbsp;","listText":"Pls like thanks&nbsp;","text":"Pls like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9909427585","repostId":"1106005822","repostType":4,"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987986518,"gmtCreate":1667792724334,"gmtModify":1676537964422,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579095725705542","authorIdStr":"3579095725705542"},"themes":[],"htmlText":"Pls like thanks&nbsp;","listText":"Pls like thanks&nbsp;","text":"Pls like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9987986518","repostId":"1187333009","repostType":4,"repost":{"id":"1187333009","pubTimestamp":1667778659,"share":"https://ttm.financial/m/news/1187333009?lang=&edition=fundamental","pubTime":"2022-11-07 07:50","market":"us","language":"en","title":"Twitter Is Elon Musk’s Biggest Test—and Tesla’s Biggest Challenge","url":"https://stock-news.laohu8.com/highlight/detail?id=1187333009","media":"Barron's","summary":"Elon Musk officially owns Twitter—and now the hand-wringing about his ability to oversee the rest of","content":"<html><head></head><body><p>Elon Musk officially owns Twitter—and now the hand-wringing about his ability to oversee the rest of his empire has begun again. Of all the concerns around Tesla,however, Musk’s ability to manage his time is probably furthest down the list.</p><p>Musk likes to think of himself as a problem solver, and he has a big one to solve in Twitter. The social-media company is far from profitable, and Musk loaded it up with debt to make the acquisition. Finding a way to cut costs while generating new revenue from the largest tech leveraged buyout ever is a challenge that will test his problem-solving skills and pull his attention away from Tesla (ticker: TSLA), SpaceX, The Boring Co., and Neuralink, the four other companies he controls.</p><p>But the days of any one of these companies needing Musk’s full attention are slowly fading. Tesla is now a very profitable auto maker, with less demand for a visionary leader and more for managers who have an operator’s touch. SpaceX has become a dominant, if not the dominant, player in the new space race, while Neuralink and Boring are the rounding errors in Musk’s massive portfolio. What’s more, Musk is a better manager than he has been given credit for, and the culture he has built at his companies should be strong enough to stay the course, even if he’s distracted.</p><p>“This is a tricky tight-wire balancing act for Musk, given how large and diverse his empire has become,” says Wedbush Securities analyst Dan Ives, adding that it “is a near-term storm that will pass.”</p><p>Musk’s empire is huge. There’s Tesla, of course, which is worth some $700 billion based on a stock price of about $220, three times more than the next most-valuable auto maker. SpaceX, which pioneered reusable rockets and space-based high-speed internet, is worth another $125 billion based on its August capital raise, making it one of the five most valuable aerospace companies on the planet. The Boring Co., which is worth $6 billion, aims to solve the problem of urban traffic congestion by digging tunnels faster and cheaper than in the past. Neuralink, meanwhile, is investigating machine-brain interfaces and is worth about $1 billion.</p><p>Add it all up and the companies were worth $832 billion before Musk decided to add Twitter to his domain.</p><p>The market value of Musk’s companies isn’t the only thing that’s large. Tesla employs some 110,000 people, while SpaceX has a payroll of about 12,000. Neuralink and The Boring Co. each have 200 workers on staff. Twitter, even after layoffs that could total half of its pre-Musk employees, would still have almost 4,000 on the payroll. That’s 125,000-plus who work for Musk, nearly as many as the roughly 157,000 General Motors (GM) employs or Boeing’s (BA) 142,000 workers. Tesla’s employees work in places as far-flung as Fremont, Calif.; Nevada; Austin, Texas; Buffalo, N.Y.; Berlin; and Shanghai.</p><p><img src=\"https://static.tigerbbs.com/dcd497bc22ebaa4ea8770a4017305f63\" tg-width=\"893\" tg-height=\"647\" width=\"100%\" height=\"auto\"/></p><p>It’s nearly unprecedented for one person to manage such a large and valuable group of companies. Steve Jobs tackled Pixar and Apple at the same time, though Pixar was relatively small and was bought by Walt Disney (DIS) for $7 billion in 2006.</p><p>Liberty Media’sJohn Malonecontrols more than a few companies via tracking stocks, including Formula One (FWONK), the Atlanta Braves Maj or League Baseballteam (BATRA), satellite-radio company SiriusXM (LSXMA), and home-shopping leader QVC, as well as Liberty’s other media companies. Together, though, they employ roughly 45,000 people and have a combined market capitalization of an estimated $27 billion.</p><p>Warren Buffett’s Berkshire Hathaway (BRK.A) might be a better comparison. Berkshire owns more than 60 companies, employs 370,000 people, and is worth $625 billion. But there is a key difference between Musk and Buffett. Buffett is an investor and a delegator. He buys companies with strong management teams and then lets the managers run the businesses. He also has long had Charlie Munger to help him, and a deep bench of talent to call on—deep enough that investors have spent years speculating about who will run Berkshire once Buffett steps down.</p><p>Musk, on the other hand, doesn’t delegate like Buffett or Malone. When Tesla was smaller, his desk was on the factory floor in Fremont, and he still wades into Tesla technical and engineering decisions. Outside of SpaceX, which is run day-to-day by Gwynne Shotwell, most observers would be hard-pressed to name the executives and managers that are essential to Tesla, Neuralink, and The Boring Co. That makes sense for the smaller, privately held Boring and Neuralink, but Tesla has only three executives listed in its proxy filing—Musk, Chief Financial Officer Zachary Kirkhorn, and engineering chief Drew Baglino.</p><p>The Twitter distraction comes at what looks to be a critical time for Tesla, which is ramping up production at two new assembly plants, in Berlin and Austin. Tesla wants to deliver 50% more vehicles a year on average, which would mean it has to ship some five million cars in 2025.</p><p>Hitting those numbers will probably require a new plant, more company-owned battery capacity, and, very likely, a new low-price model, as well. There’s also the risk that Tesla can deliver those volumes but that demand for its cars just isn’t there as EV alternatives from Ford Motor (F), GM, and just about every other auto maker become available.</p><p>Musk’s full attention, however, might not be as important as it once was. At SpaceX, Shotwell isn’t afraid of making hard decisions and has a reputation for persuasiveness—she sold SpaceX launch services to customers such as NASA before the company had successfully launched a rocket—and for optimism. The Boring Co. and Neuralink are overseen by Jared Birchall, who worked at Merrill Lynch, Morgan Stanley, and Goldman Sachs before taking over Musk’s investments in 2016. He’s someone Musk trusts with everything from managing his considerable pile of money to managing his life.</p><p>And at Tesla, Musk has built a bench—and a culture—that should be able to handle his absences. Musk likes to create cross-functional teams, populated with engineers, to solve problems. It’s a collaborative environment, but Musk also has very high expectations and little patience for excuses. Musk is also an intensely logical person, says an executive at a large industrial firm who once worked with him in an executive capacity at SpaceX. When Musk attacks problems, “there is no guessing; there is no subjectivity. [He] always tries to get to the objective root of [problems].”</p><p>Musk also requires people to work on problems outside their immediate expertise. Many of the engineers hired at SpaceX, for instance, came from outside the aerospace industry. That decision turned out to be a boon for SpaceX, which completely upended the then-current space industry by doing things in a way existing players couldn’t imagine. Likewise, Konstantinos Laskaris, Tesla’s principal motor designer, was the one tapped to explain actuator design for the joints on Tesla’s humanoid robot at the company’s second annual Artificial Intelligence Day.</p><p>In fact, Tesla’s bench may be deeper than it’s given credit for. Kirkhorn, the CFO, is “super competent” and “so smart” as a manager, says Gerber Kawasaki Wealth Management President Ross Gerber. Baglino, whose official title is senior vice president of powertrain and energy engineering, took over for co-founder and former Chief Technology Officer J.B. Straubel in 2019 and has played a prominent role in earnings calls and at Tesla’s 2020 Battery Technology Day, though he remains something of a mystery to investors. Investors and analysts mostly deal with investor-relations head Martin Viecha, who Gerber describes as “almost like a chief of staff.”</p><p>Others who could be tasked with doing more as Musk’s attention turns to Twitter include Franz von Holzhausen, Tesla’s design chief; Ashok Elluswamy, who oversees driver-assistance software; and Lars Moravy, vice president of vehicle engineering, who has been taking apart cars since he was a teenager. They should be able to handle it. “Tesla is now a very big company with a lot of capable talents, executing very autonomously,” says New Street Research analyst Pierre Ferragu. “This makes the Twitter distraction a limited risk to Tesla.”</p><p>Damage to Tesla’s brand from the Twitter acquisition, however, might be a problem. Tesla has become the world’s most valuable car company without spending on traditional advertising. That was possible thanks to Musk’s personal brand as a someone working to save the environment. Now, Musk’s reputation is at risk as he wades into social-media management—and occasionally tweets conspiracy theories. To counteract that, Tesla may need to start considering how to separate its brand from that of its CEO.</p><p>“The best thing Tesla can do right now is to focus on branding Tesla as Tesla,” says Gerber. “Tesla should not just be Elon.”</p><p>Doing so could be expensive if it relies on advertising. GM and Ford spent more than $6 billion on marketing in 2021 combined, while earning roughly $24 billion in operating profit from $253 billion in combined sales. At a similar ratio of sales and earnings, Tesla could spend $3 billion to $4 billion on ads annually, or about 15% of expected 2023 operating profit of $22 billion.</p><p>If investors become convinced that Tesla is just another car company, it could trade at valuations closer to Porsche (P911.Germany) shares, which go for almost 18 times estimated 2023 earnings, or Toyota Motor (TM), at about nine times, rather than the 37 times it currently fetches.</p><p>Of all the risks Tesla faces, maintaining brand strength may be the one to worry about the most.</p></body></html>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Twitter Is Elon Musk’s Biggest Test—and Tesla’s Biggest Challenge</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\">\nTwitter Is Elon Musk’s Biggest Test—and Tesla’s Biggest Challenge\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-07 07:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/elon-musk-twitter-tesla-stock-threat-51667599781?mod=hp_LATEST><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk officially owns Twitter—and now the hand-wringing about his ability to oversee the rest of his empire has begun again. Of all the concerns around Tesla,however, Musk’s ability to manage his ...</p>\n\n<a href=\"https://www.barrons.com/articles/elon-musk-twitter-tesla-stock-threat-51667599781?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","TWTR":"Twitter"},"source_url":"https://www.barrons.com/articles/elon-musk-twitter-tesla-stock-threat-51667599781?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187333009","content_text":"Elon Musk officially owns Twitter—and now the hand-wringing about his ability to oversee the rest of his empire has begun again. Of all the concerns around Tesla,however, Musk’s ability to manage his time is probably furthest down the list.Musk likes to think of himself as a problem solver, and he has a big one to solve in Twitter. The social-media company is far from profitable, and Musk loaded it up with debt to make the acquisition. Finding a way to cut costs while generating new revenue from the largest tech leveraged buyout ever is a challenge that will test his problem-solving skills and pull his attention away from Tesla (ticker: TSLA), SpaceX, The Boring Co., and Neuralink, the four other companies he controls.But the days of any one of these companies needing Musk’s full attention are slowly fading. Tesla is now a very profitable auto maker, with less demand for a visionary leader and more for managers who have an operator’s touch. SpaceX has become a dominant, if not the dominant, player in the new space race, while Neuralink and Boring are the rounding errors in Musk’s massive portfolio. What’s more, Musk is a better manager than he has been given credit for, and the culture he has built at his companies should be strong enough to stay the course, even if he’s distracted.“This is a tricky tight-wire balancing act for Musk, given how large and diverse his empire has become,” says Wedbush Securities analyst Dan Ives, adding that it “is a near-term storm that will pass.”Musk’s empire is huge. There’s Tesla, of course, which is worth some $700 billion based on a stock price of about $220, three times more than the next most-valuable auto maker. SpaceX, which pioneered reusable rockets and space-based high-speed internet, is worth another $125 billion based on its August capital raise, making it one of the five most valuable aerospace companies on the planet. The Boring Co., which is worth $6 billion, aims to solve the problem of urban traffic congestion by digging tunnels faster and cheaper than in the past. Neuralink, meanwhile, is investigating machine-brain interfaces and is worth about $1 billion.Add it all up and the companies were worth $832 billion before Musk decided to add Twitter to his domain.The market value of Musk’s companies isn’t the only thing that’s large. Tesla employs some 110,000 people, while SpaceX has a payroll of about 12,000. Neuralink and The Boring Co. each have 200 workers on staff. Twitter, even after layoffs that could total half of its pre-Musk employees, would still have almost 4,000 on the payroll. That’s 125,000-plus who work for Musk, nearly as many as the roughly 157,000 General Motors (GM) employs or Boeing’s (BA) 142,000 workers. Tesla’s employees work in places as far-flung as Fremont, Calif.; Nevada; Austin, Texas; Buffalo, N.Y.; Berlin; and Shanghai.It’s nearly unprecedented for one person to manage such a large and valuable group of companies. Steve Jobs tackled Pixar and Apple at the same time, though Pixar was relatively small and was bought by Walt Disney (DIS) for $7 billion in 2006.Liberty Media’sJohn Malonecontrols more than a few companies via tracking stocks, including Formula One (FWONK), the Atlanta Braves Maj or League Baseballteam (BATRA), satellite-radio company SiriusXM (LSXMA), and home-shopping leader QVC, as well as Liberty’s other media companies. Together, though, they employ roughly 45,000 people and have a combined market capitalization of an estimated $27 billion.Warren Buffett’s Berkshire Hathaway (BRK.A) might be a better comparison. Berkshire owns more than 60 companies, employs 370,000 people, and is worth $625 billion. But there is a key difference between Musk and Buffett. Buffett is an investor and a delegator. He buys companies with strong management teams and then lets the managers run the businesses. He also has long had Charlie Munger to help him, and a deep bench of talent to call on—deep enough that investors have spent years speculating about who will run Berkshire once Buffett steps down.Musk, on the other hand, doesn’t delegate like Buffett or Malone. When Tesla was smaller, his desk was on the factory floor in Fremont, and he still wades into Tesla technical and engineering decisions. Outside of SpaceX, which is run day-to-day by Gwynne Shotwell, most observers would be hard-pressed to name the executives and managers that are essential to Tesla, Neuralink, and The Boring Co. That makes sense for the smaller, privately held Boring and Neuralink, but Tesla has only three executives listed in its proxy filing—Musk, Chief Financial Officer Zachary Kirkhorn, and engineering chief Drew Baglino.The Twitter distraction comes at what looks to be a critical time for Tesla, which is ramping up production at two new assembly plants, in Berlin and Austin. Tesla wants to deliver 50% more vehicles a year on average, which would mean it has to ship some five million cars in 2025.Hitting those numbers will probably require a new plant, more company-owned battery capacity, and, very likely, a new low-price model, as well. There’s also the risk that Tesla can deliver those volumes but that demand for its cars just isn’t there as EV alternatives from Ford Motor (F), GM, and just about every other auto maker become available.Musk’s full attention, however, might not be as important as it once was. At SpaceX, Shotwell isn’t afraid of making hard decisions and has a reputation for persuasiveness—she sold SpaceX launch services to customers such as NASA before the company had successfully launched a rocket—and for optimism. The Boring Co. and Neuralink are overseen by Jared Birchall, who worked at Merrill Lynch, Morgan Stanley, and Goldman Sachs before taking over Musk’s investments in 2016. He’s someone Musk trusts with everything from managing his considerable pile of money to managing his life.And at Tesla, Musk has built a bench—and a culture—that should be able to handle his absences. Musk likes to create cross-functional teams, populated with engineers, to solve problems. It’s a collaborative environment, but Musk also has very high expectations and little patience for excuses. Musk is also an intensely logical person, says an executive at a large industrial firm who once worked with him in an executive capacity at SpaceX. When Musk attacks problems, “there is no guessing; there is no subjectivity. [He] always tries to get to the objective root of [problems].”Musk also requires people to work on problems outside their immediate expertise. Many of the engineers hired at SpaceX, for instance, came from outside the aerospace industry. That decision turned out to be a boon for SpaceX, which completely upended the then-current space industry by doing things in a way existing players couldn’t imagine. Likewise, Konstantinos Laskaris, Tesla’s principal motor designer, was the one tapped to explain actuator design for the joints on Tesla’s humanoid robot at the company’s second annual Artificial Intelligence Day.In fact, Tesla’s bench may be deeper than it’s given credit for. Kirkhorn, the CFO, is “super competent” and “so smart” as a manager, says Gerber Kawasaki Wealth Management President Ross Gerber. Baglino, whose official title is senior vice president of powertrain and energy engineering, took over for co-founder and former Chief Technology Officer J.B. Straubel in 2019 and has played a prominent role in earnings calls and at Tesla’s 2020 Battery Technology Day, though he remains something of a mystery to investors. Investors and analysts mostly deal with investor-relations head Martin Viecha, who Gerber describes as “almost like a chief of staff.”Others who could be tasked with doing more as Musk’s attention turns to Twitter include Franz von Holzhausen, Tesla’s design chief; Ashok Elluswamy, who oversees driver-assistance software; and Lars Moravy, vice president of vehicle engineering, who has been taking apart cars since he was a teenager. They should be able to handle it. “Tesla is now a very big company with a lot of capable talents, executing very autonomously,” says New Street Research analyst Pierre Ferragu. “This makes the Twitter distraction a limited risk to Tesla.”Damage to Tesla’s brand from the Twitter acquisition, however, might be a problem. Tesla has become the world’s most valuable car company without spending on traditional advertising. That was possible thanks to Musk’s personal brand as a someone working to save the environment. Now, Musk’s reputation is at risk as he wades into social-media management—and occasionally tweets conspiracy theories. To counteract that, Tesla may need to start considering how to separate its brand from that of its CEO.“The best thing Tesla can do right now is to focus on branding Tesla as Tesla,” says Gerber. “Tesla should not just be Elon.”Doing so could be expensive if it relies on advertising. GM and Ford spent more than $6 billion on marketing in 2021 combined, while earning roughly $24 billion in operating profit from $253 billion in combined sales. At a similar ratio of sales and earnings, Tesla could spend $3 billion to $4 billion on ads annually, or about 15% of expected 2023 operating profit of $22 billion.If investors become convinced that Tesla is just another car company, it could trade at valuations closer to Porsche (P911.Germany) shares, which go for almost 18 times estimated 2023 earnings, or Toyota Motor (TM), at about nine times, rather than the 37 times it currently fetches.Of all the risks Tesla faces, maintaining brand strength may be the one to worry about the most.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907515958,"gmtCreate":1660216764577,"gmtModify":1703479169652,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579095725705542","authorIdStr":"3579095725705542"},"themes":[],"htmlText":"Pls like thanks&nbsp;","listText":"Pls like thanks&nbsp;","text":"Pls like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907515958","repostId":"1108398706","repostType":4,"repost":{"id":"1108398706","pubTimestamp":1660216220,"share":"https://ttm.financial/m/news/1108398706?lang=&edition=fundamental","pubTime":"2022-08-11 19:10","market":"us","language":"en","title":"Palantir: Best to Stay on the Sidelines for Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1108398706","media":"TipRanks","summary":"The week got off to a bad start for Palantir (PLTR)investors; Shares hit the down button in Monday’s","content":"<div>\n<p>The week got off to a bad start for Palantir (PLTR)investors; Shares hit the down button in Monday’s trading after the big data specialist delivered a disappointing Q2 report.It wasn’t all bad, though...</p>\n\n<a href=\"https://www.tipranks.com/news/article/palantir-best-to-stay-on-the-sidelines-for-now/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Best to Stay on the Sidelines for Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Best to Stay on the Sidelines for Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-11 19:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/palantir-best-to-stay-on-the-sidelines-for-now/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The week got off to a bad start for Palantir (PLTR)investors; Shares hit the down button in Monday’s trading after the big data specialist delivered a disappointing Q2 report.It wasn’t all bad, though...</p>\n\n<a href=\"https://www.tipranks.com/news/article/palantir-best-to-stay-on-the-sidelines-for-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.tipranks.com/news/article/palantir-best-to-stay-on-the-sidelines-for-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108398706","content_text":"The week got off to a bad start for Palantir (PLTR)investors; Shares hit the down button in Monday’s trading after the big data specialist delivered a disappointing Q2 report.It wasn’t all bad, though. In the second quarter, Palantir generated revenue of $473.0 million, amounting to a 26% year-over-year increase and beating the Street’s $471.3 million forecast. The beat driven by a strong showing from the commercial segment where revenue increased by 46%. The commercial customer count rose by 250% from the same period last year – from 34 customers to 119. The company has been heavily reliant on government work so these are promising developments.However, other metrics weren’t quite as pleasing. The company delivered adj. EPS of -$0.01, falling short of the $0.03 anticipated on Wall Street.And the outlook missed expectations too; for Q3, revenue is expected to come in between $474 million to $475 million, some distance below the consensus estimate of $505.56 million. Revenue for the full-year is expected be in the range between $1.9 billion and $1.902 billion. Wall Street was looking for $1.98 billion.Tuning into the earnings call, Monness analyst Brian White noted the downbeat mood.“The tone of the call was muted with Palantir frustrated with the push out of large U.S. government programs and the negative impact this delay is expected to have on the company’s financial performance in the second half of the year,” the 5-star analyst said. “In our view, Palantir is well positioned to benefit from strong secular trends around digital transformation, Big Data, the cloud, and artificial intelligence; however, the economy appears to be in a recession, equity markets are in turmoil, and the geopolitical landscape is unpredictable.”Accordingly, White remains on the sidelines with a Neutral rating and no fixed price target in mind.Most analysts agree with White’s stance; the stock garners 3 Buys and Sells, each, but with 6 Holds, the consensus view is that this name is a Hold. However, going by the $10.75 average price target, shares have room for 12% upside in the year ahead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904746875,"gmtCreate":1660099913298,"gmtModify":1703477925932,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579095725705542","authorIdStr":"3579095725705542"},"themes":[],"htmlText":"Pls like thanks&nbsp;","listText":"Pls like thanks&nbsp;","text":"Pls like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904746875","repostId":"1102832681","repostType":4,"repost":{"id":"1102832681","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1660098895,"share":"https://ttm.financial/m/news/1102832681?lang=&edition=fundamental","pubTime":"2022-08-10 10:34","market":"hk","language":"en","title":"Nio, XPeng Fall Over 6%, Alibaba Edges Down: Hang Seng Slips As Investors Brace For US Inflation Data","url":"https://stock-news.laohu8.com/highlight/detail?id=1102832681","media":"Benzinga","summary":"Hong Kong shares opened in the red on Wednesday, with the benchmark Hang Seng Index losing 1.96% as ","content":"<html><head></head><body><p>Hong Kong shares opened in the red on Wednesday, with the benchmark <b>Hang Seng Index</b> losing 1.96% as investors turned their eyes toward inflation data from the U.S.</p><p>EV shares took a hit, with <a href=\"https://laohu8.com/S/09866\">Nio</a> and <a href=\"https://laohu8.com/S/02015\">Li Auto</a> falling more than 6% in opening trade. Shares of <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc</a> rival <a href=\"https://laohu8.com/S/09868\">XPeng</a> fell over 6%.</p><p><b>Company News</b>: <a href=\"https://laohu8.com/S/NIO\">Nio</a> has started allowing its customers to test drive its new SUV ES7 post locking in orders beginning Aug. 2, according to a report.</p><p><b>Global Markets</b>: U.S. markets ended in the red on Tuesday, with the Nasdaq losing 1.19% on the back of weaker chip stocks. The S&amp;P 500 lost 0.42%, while the Dow Jones Industrial Average shed 0.18%.</p><p>On Wednesday, Australia’s ASX 200 lost 0.18%, Japan’s Nikkei 225 fell 0.54%, and the South Korean Kospi shed 0.62%. China’s Shanghai Composite index was down 0.16%.</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>Nio, XPeng Fall Over 6%, Alibaba Edges Down: Hang Seng Slips As Investors Brace For US Inflation Data</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio, XPeng Fall Over 6%, Alibaba Edges Down: Hang Seng Slips As Investors Brace For US Inflation Data\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-08-10 10:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hong Kong shares opened in the red on Wednesday, with the benchmark <b>Hang Seng Index</b> losing 1.96% as investors turned their eyes toward inflation data from the U.S.</p><p>EV shares took a hit, with <a href=\"https://laohu8.com/S/09866\">Nio</a> and <a href=\"https://laohu8.com/S/02015\">Li Auto</a> falling more than 6% in opening trade. Shares of <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc</a> rival <a href=\"https://laohu8.com/S/09868\">XPeng</a> fell over 6%.</p><p><b>Company News</b>: <a href=\"https://laohu8.com/S/NIO\">Nio</a> has started allowing its customers to test drive its new SUV ES7 post locking in orders beginning Aug. 2, according to a report.</p><p><b>Global Markets</b>: U.S. markets ended in the red on Tuesday, with the Nasdaq losing 1.19% on the back of weaker chip stocks. The S&amp;P 500 lost 0.42%, while the Dow Jones Industrial Average shed 0.18%.</p><p>On Wednesday, Australia’s ASX 200 lost 0.18%, Japan’s Nikkei 225 fell 0.54%, and the South Korean Kospi shed 0.62%. China’s Shanghai Composite index was down 0.16%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","02015":"理想汽车-W","09868":"小鹏汽车-W","09866":"蔚来-SW"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102832681","content_text":"Hong Kong shares opened in the red on Wednesday, with the benchmark Hang Seng Index losing 1.96% as investors turned their eyes toward inflation data from the U.S.EV shares took a hit, with Nio and Li Auto falling more than 6% in opening trade. Shares of Tesla Inc rival XPeng fell over 6%.Company News: Nio has started allowing its customers to test drive its new SUV ES7 post locking in orders beginning Aug. 2, according to a report.Global Markets: U.S. markets ended in the red on Tuesday, with the Nasdaq losing 1.19% on the back of weaker chip stocks. The S&P 500 lost 0.42%, while the Dow Jones Industrial Average shed 0.18%.On Wednesday, Australia’s ASX 200 lost 0.18%, Japan’s Nikkei 225 fell 0.54%, and the South Korean Kospi shed 0.62%. China’s Shanghai Composite index was down 0.16%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905422581,"gmtCreate":1659927320145,"gmtModify":1703476081095,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579095725705542","authorIdStr":"3579095725705542"},"themes":[],"htmlText":"Pls like thanks&nbsp;","listText":"Pls like thanks&nbsp;","text":"Pls like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905422581","repostId":"2257743302","repostType":4,"repost":{"id":"2257743302","pubTimestamp":1659913279,"share":"https://ttm.financial/m/news/2257743302?lang=&edition=fundamental","pubTime":"2022-08-08 07:01","market":"us","language":"en","title":"Palantir, Disney, Coinbase, BioNTech, Rivian, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2257743302","media":"barrons","summary":"Second-quarter earnings season continues this week, while a pair of July inflation figures and consu","content":"<html><head></head><body><p>Second-quarter earnings season continues this week, while a pair of July inflation figures and consumer sentiment surveys will be the highlights on the economic-data calendar.</p><p>On Monday, Palantir, Tyson Foods, BioNTech, AIG, and <a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> will report. Coinbase Global, Norwegian Cruise Line Holdings, Sysco, and Ralph Lauren go on Tuesday, followed by Walt Disney and Fox Corp on Wednesday. Cardinal Health, Rivian Automotive, and <a href=\"https://laohu8.com/S/ILMN\">Illumina</a> report on Thursday, then Broadridge Financial Solutions closes the week on Friday.</p><p><img src=\"https://static.tigerbbs.com/d7365de7079bf0cabc8bf5ebaba40021\" tg-width=\"2044\" tg-height=\"1448\" referrerpolicy=\"no-referrer\"/></p><p>Economic data out this week will include the Bureau of Labor Statistics&#39; Consumer Price Index for July on Wednesday. Economists are expecting a 0.2% rise in the headline index and a 0.5% increase in the core CPI last month. On Thursday, the BLS will report the Producer Price Index for July. That&#39;s forecasted to have risen 0.3% at the index level and 0.4% for the core.</p><p>On Tuesday, the National Federation of Independent Business will release the Small Business Optimism Index for July, then the University of Michigan reports the August Consumer Sentiment Index on Friday. Both surveys have shown declining optimism in recent months.</p><p><b>Monday 8/8</b></p><p>Palantir, American International Group, Barrick Gold, BioNTech, Dominion Energy, International Flavors &amp; Fragrances, Take-<a href=\"https://laohu8.com/S/TWOA.U\">Two</a> Interactive Software, and Tyson Foods report earnings.</p><p><b>Tuesday 8/9</b></p><p>Coinbase Global, Emerson Electric, Norwegian Cruise Line Holdings, Ralph Lauren, Sysco, <a href=\"https://laohu8.com/S/TDG\">TransDigm</a> Group, and <a href=\"https://laohu8.com/S/WELL\">Welltower</a> announce quarterly results.</p><p>Nielsen Holdings convenes a special shareholder meeting to seek approval to be acquired by a private-equity consortium led by Elliott Investment Management. The proposed deal values the TV-ratings firm at $16 billion, including debt.</p><p>The National Federation of Independent Business releases its Small Business Optimism Index for July. Consensus estimate is for a 89 reading, slightly less than June&#39;s 89.5, which is the lowest reading since early 2013. Small-business owners expecting better business conditions over the next six months were at a net negative 61% in June, the lowest level recorded in the 48-year history of the survey.</p><p>The Bureau of Labor Statistics reports preliminary employee compensation and productivity data for the second quarter. Unit labor costs are expected to increase at a seasonally adjusted annual rate of 6.7%, while productivity is seen declining 4.1%. This compares with a 12.6% jump and 7.3% decrease, respectively, in the first quarter.</p><p><b>Wednesday 8/10</b></p><p>Walt Disney releases fiscal-third quarter 2022 results.</p><p>The BLS releases the consumer price index for July. Economists forecast a 8.7% year-over-year rise, compared with a 9.1% jump in June. The core CPI, which excludes volatile food and energy prices, is seen increasing 6.1%, versus a 5.9% gain previously. The 9.1% reading was the highest since 1981, while the core CPI is off slightly from the recent peak of 6.5% in March. The S&amp;P 500 index jumped 9.1% in July, its best month since November 2020, in anticipation of a less hawkish Federal Reserve on the assumption that inflation has peaked.</p><p><b>Thursday 8/11</b></p><p>The BLS releases the producer price index for July. Consensus estimate is for a 10.4% year-over-year increase, less than June&#39;s 11.3%. The core PPI, which excludes food and energy prices, is expected to rise 7.7%, down from 8.2%.</p><p>Brookfield Asset Management, Cardinal Health, Illumina, ResMed, and Rivian Automotive hold conference calls to discuss quarterly results.</p><p><b>Friday 8/12</b></p><p>Broadridge Financial Solutions reports earnings.</p><p>The University of Michigan releases its Consumer Sentiment Index for August. The consensus call is for a 53 reading, slightly more than July&#39;s 51.5. The index is near its record low, as inflation remains top of mind for consumers.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir, Disney, Coinbase, BioNTech, Rivian, and Other Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir, Disney, Coinbase, BioNTech, Rivian, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-08 07:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/disney-coinbase-biontech-rivian-and-other-stocks-for-investors-to-watch-this-week-51659898822?mod=hp_LATEST><strong>barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Second-quarter earnings season continues this week, while a pair of July inflation figures and consumer sentiment surveys will be the highlights on the economic-data calendar.On Monday, Palantir, ...</p>\n\n<a href=\"https://www.barrons.com/articles/disney-coinbase-biontech-rivian-and-other-stocks-for-investors-to-watch-this-week-51659898822?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SAVE":"Spirit Airlines","NCLH":"挪威邮轮",".SPX":"S&P 500 Index","CAH":"卡地纳健康","FOXA":"福克斯-A","BNTX":"BioNTech SE","PLTR":"Palantir Technologies Inc.","RBLX":"Roblox Corporation","TSN":"泰森食品","COIN":"Coinbase Global, Inc.","APP":"AppLovin Corporation","DIS":"迪士尼","RIVN":"Rivian Automotive, Inc.","NVAX":"诺瓦瓦克斯医药","U":"Unity Software Inc.","CPNG":"Coupang, Inc.","GOOS":"加拿大鹅","ISBC":"投资者银行","BR":"Broadridge金融解决方案","TTWO":"Take-Two Interactive Software","SYY":"西思科公司","UPST":"Upstart Holdings, Inc.","JMIA":"Jumia Technologies AG","ILMN":"Illumina","INO":"伊诺维奥制药"},"source_url":"https://www.barrons.com/articles/disney-coinbase-biontech-rivian-and-other-stocks-for-investors-to-watch-this-week-51659898822?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2257743302","content_text":"Second-quarter earnings season continues this week, while a pair of July inflation figures and consumer sentiment surveys will be the highlights on the economic-data calendar.On Monday, Palantir, Tyson Foods, BioNTech, AIG, and Take-Two Interactive Software will report. Coinbase Global, Norwegian Cruise Line Holdings, Sysco, and Ralph Lauren go on Tuesday, followed by Walt Disney and Fox Corp on Wednesday. Cardinal Health, Rivian Automotive, and Illumina report on Thursday, then Broadridge Financial Solutions closes the week on Friday.Economic data out this week will include the Bureau of Labor Statistics' Consumer Price Index for July on Wednesday. Economists are expecting a 0.2% rise in the headline index and a 0.5% increase in the core CPI last month. On Thursday, the BLS will report the Producer Price Index for July. That's forecasted to have risen 0.3% at the index level and 0.4% for the core.On Tuesday, the National Federation of Independent Business will release the Small Business Optimism Index for July, then the University of Michigan reports the August Consumer Sentiment Index on Friday. Both surveys have shown declining optimism in recent months.Monday 8/8Palantir, American International Group, Barrick Gold, BioNTech, Dominion Energy, International Flavors & Fragrances, Take-Two Interactive Software, and Tyson Foods report earnings.Tuesday 8/9Coinbase Global, Emerson Electric, Norwegian Cruise Line Holdings, Ralph Lauren, Sysco, TransDigm Group, and Welltower announce quarterly results.Nielsen Holdings convenes a special shareholder meeting to seek approval to be acquired by a private-equity consortium led by Elliott Investment Management. The proposed deal values the TV-ratings firm at $16 billion, including debt.The National Federation of Independent Business releases its Small Business Optimism Index for July. Consensus estimate is for a 89 reading, slightly less than June's 89.5, which is the lowest reading since early 2013. Small-business owners expecting better business conditions over the next six months were at a net negative 61% in June, the lowest level recorded in the 48-year history of the survey.The Bureau of Labor Statistics reports preliminary employee compensation and productivity data for the second quarter. Unit labor costs are expected to increase at a seasonally adjusted annual rate of 6.7%, while productivity is seen declining 4.1%. This compares with a 12.6% jump and 7.3% decrease, respectively, in the first quarter.Wednesday 8/10Walt Disney releases fiscal-third quarter 2022 results.The BLS releases the consumer price index for July. Economists forecast a 8.7% year-over-year rise, compared with a 9.1% jump in June. The core CPI, which excludes volatile food and energy prices, is seen increasing 6.1%, versus a 5.9% gain previously. The 9.1% reading was the highest since 1981, while the core CPI is off slightly from the recent peak of 6.5% in March. The S&P 500 index jumped 9.1% in July, its best month since November 2020, in anticipation of a less hawkish Federal Reserve on the assumption that inflation has peaked.Thursday 8/11The BLS releases the producer price index for July. Consensus estimate is for a 10.4% year-over-year increase, less than June's 11.3%. The core PPI, which excludes food and energy prices, is expected to rise 7.7%, down from 8.2%.Brookfield Asset Management, Cardinal Health, Illumina, ResMed, and Rivian Automotive hold conference calls to discuss quarterly results.Friday 8/12Broadridge Financial Solutions reports earnings.The University of Michigan releases its Consumer Sentiment Index for August. The consensus call is for a 53 reading, slightly more than July's 51.5. The index is near its record low, as inflation remains top of mind for consumers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996059689,"gmtCreate":1661086485944,"gmtModify":1676536450706,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579095725705542","authorIdStr":"3579095725705542"},"themes":[],"htmlText":"Pls like thanks&nbsp;","listText":"Pls like thanks&nbsp;","text":"Pls like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996059689","repostId":"2260230425","repostType":4,"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998817384,"gmtCreate":1660964370550,"gmtModify":1676536431851,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579095725705542","authorIdStr":"3579095725705542"},"themes":[],"htmlText":"Pls like thanks&nbsp;","listText":"Pls like thanks&nbsp;","text":"Pls like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998817384","repostId":"2260373492","repostType":4,"repost":{"id":"2260373492","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1660953025,"share":"https://ttm.financial/m/news/2260373492?lang=&edition=fundamental","pubTime":"2022-08-20 07:50","market":"us","language":"en","title":"US STOCKS-Wall Street Ends Down As Yields Rise; Indexes Post Weekly Losses","url":"https://stock-news.laohu8.com/highlight/detail?id=2260373492","media":"Reuters","summary":"* Investors await Jackson Hole conference next week* 10-year U.S. Treasury yield nears 3%* Indexes: ","content":"<html><head></head><body><p>* Investors await Jackson Hole conference next week</p><p>* 10-year U.S. Treasury yield nears 3%</p><p>* Indexes: Dow down 0.9%, S&amp;P 500 down 1.3%, Nasdaq down 2%</p><p>NEW YORK, Aug 19 (Reuters) - U.S. stocks fell on Friday in a broad selloff led by megacaps as U.S. bond yields rose, with the S&amp;P 500 posting losses for the week after four straight weeks of gains.</p><p>Amazon.com, Apple and Microsoft all fell and were the biggest drags on the S&amp;P 500 and Nasdaq. Higher rates tend to be a negative for tech and growth stocks, whose valuations rely more heavily on future cash flows.</p><p>U.S. Treasury yields rose, with the benchmark 10-year note nearly hitting 3%, after Germany reported record-high increases in monthly producer prices.</p><p>Investors have been weighing how aggressive the Federal Reserve may need to be as it raises interest rates to battle inflation.</p><p>Richmond Federal Reserve President Thomas Barkin said on Friday that U.S. central bank officials have &#34;a lot of time still&#34; before they need to decide how large an interest rate increase to approve at their Sept. 20-21 policy meeting.</p><p>&#34;The rise in rates around the globe and tough talk from central bankers are being used as an excuse to push stocks lower in very light volume on an August Friday session,&#34; said Peter Cardillo, chief market economist at Spartan Capital Securities in New York.</p><p>The Dow Jones Industrial Average fell 292.3 points, or 0.86%, to 33,706.74, the S&amp;P 500 lost 55.26 points, or 1.29%, to 4,228.48 and the Nasdaq Composite dropped 260.13 points, or 2.01%, to 12,705.22.</p><p>All three major indexes registered losses for the week. The S&amp;P 500 fell about 1.2% and the Nasdaq slid 2.6% in their first weekly declines after four weeks of gains. The Dow lost about 0.2% for the week.</p><p>After notching its worst first half since 1970, the S&amp;P 500 has bounced some 16% from its mid-June low, fueled by stronger-than-expected corporate earnings and hopes the economy can avoid a recession even as the Fed hikes rates.</p><p>Friday&#39;s monthly options expiration should also make way for greater near-term stock market moves as options positions expire, said Brent Kochuba, founder of options-focused financial insights company SpotGamma.</p><p>The U.S. central bank needs to keep raising borrowing costs to tame decades-high inflation, a string of U.S. central bank officials said on Thursday, even as they debated how fast and how high to lift them.</p><p>The Fed has raised its benchmark overnight interest rate by 225 basis points since March to fight inflation at a four decade-high.</p><p>Focus next week may be on Fed Chair Jerome Powell&#39;s speech on the economic outlook at the annual global central bankers&#39; conference in Jackson Hole, Wyoming.</p><p>Meme stock Bed Bath &amp; Beyond Inc plunged 40.5% as billionaire investor Ryan Cohen exited the struggling home goods retailer by selling his stake.</p><p>The S&amp;P banking index fell 2.1% after recent gains.</p><p>Shares of Deere &amp; Co ended slightly higher, even after it lowered its full-year profit outlook and said it has sold out of large tractors as it grapples with parts shortages and high costs.</p><p>Volume on U.S. exchanges was last at 10.01 billion shares in one of the lowest volume days of the year.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 6.06-to-1 ratio; on Nasdaq, a 3.59-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week highs and 29 new lows; the Nasdaq Composite recorded 43 new highs and 93 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Ends Down As Yields Rise; Indexes Post Weekly Losses</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Ends Down As Yields Rise; Indexes Post Weekly Losses\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-08-20 07:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Investors await Jackson Hole conference next week</p><p>* 10-year U.S. Treasury yield nears 3%</p><p>* Indexes: Dow down 0.9%, S&amp;P 500 down 1.3%, Nasdaq down 2%</p><p>NEW YORK, Aug 19 (Reuters) - U.S. stocks fell on Friday in a broad selloff led by megacaps as U.S. bond yields rose, with the S&amp;P 500 posting losses for the week after four straight weeks of gains.</p><p>Amazon.com, Apple and Microsoft all fell and were the biggest drags on the S&amp;P 500 and Nasdaq. Higher rates tend to be a negative for tech and growth stocks, whose valuations rely more heavily on future cash flows.</p><p>U.S. Treasury yields rose, with the benchmark 10-year note nearly hitting 3%, after Germany reported record-high increases in monthly producer prices.</p><p>Investors have been weighing how aggressive the Federal Reserve may need to be as it raises interest rates to battle inflation.</p><p>Richmond Federal Reserve President Thomas Barkin said on Friday that U.S. central bank officials have &#34;a lot of time still&#34; before they need to decide how large an interest rate increase to approve at their Sept. 20-21 policy meeting.</p><p>&#34;The rise in rates around the globe and tough talk from central bankers are being used as an excuse to push stocks lower in very light volume on an August Friday session,&#34; said Peter Cardillo, chief market economist at Spartan Capital Securities in New York.</p><p>The Dow Jones Industrial Average fell 292.3 points, or 0.86%, to 33,706.74, the S&amp;P 500 lost 55.26 points, or 1.29%, to 4,228.48 and the Nasdaq Composite dropped 260.13 points, or 2.01%, to 12,705.22.</p><p>All three major indexes registered losses for the week. The S&amp;P 500 fell about 1.2% and the Nasdaq slid 2.6% in their first weekly declines after four weeks of gains. The Dow lost about 0.2% for the week.</p><p>After notching its worst first half since 1970, the S&amp;P 500 has bounced some 16% from its mid-June low, fueled by stronger-than-expected corporate earnings and hopes the economy can avoid a recession even as the Fed hikes rates.</p><p>Friday&#39;s monthly options expiration should also make way for greater near-term stock market moves as options positions expire, said Brent Kochuba, founder of options-focused financial insights company SpotGamma.</p><p>The U.S. central bank needs to keep raising borrowing costs to tame decades-high inflation, a string of U.S. central bank officials said on Thursday, even as they debated how fast and how high to lift them.</p><p>The Fed has raised its benchmark overnight interest rate by 225 basis points since March to fight inflation at a four decade-high.</p><p>Focus next week may be on Fed Chair Jerome Powell&#39;s speech on the economic outlook at the annual global central bankers&#39; conference in Jackson Hole, Wyoming.</p><p>Meme stock Bed Bath &amp; Beyond Inc plunged 40.5% as billionaire investor Ryan Cohen exited the struggling home goods retailer by selling his stake.</p><p>The S&amp;P banking index fell 2.1% after recent gains.</p><p>Shares of Deere &amp; Co ended slightly higher, even after it lowered its full-year profit outlook and said it has sold out of large tractors as it grapples with parts shortages and high costs.</p><p>Volume on U.S. exchanges was last at 10.01 billion shares in one of the lowest volume days of the year.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 6.06-to-1 ratio; on Nasdaq, a 3.59-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week highs and 29 new lows; the Nasdaq Composite recorded 43 new highs and 93 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SDS":"两倍做空标普500ETF","UPRO":"三倍做多标普500ETF","OEF":"标普100指数ETF-iShares","QQQ":"纳指100ETF","BK4559":"巴菲特持仓","SH":"标普500反向ETF","BK4550":"红杉资本持仓","DE":"迪尔股份有限公司","QID":"纳指两倍做空ETF","SSO":"两倍做多标普500ETF","BK4581":"高盛持仓","SPXU":"三倍做空标普500ETF","AAPL":"苹果","SQQQ":"纳指三倍做空ETF","SPY":"标普500ETF","MSFT":"微软",".DJI":"道琼斯","BK4539":"次新股","IVV":"标普500指数ETF","QLD":"纳指两倍做多ETF","BBBY":"3B家居",".IXIC":"NASDAQ Composite","TQQQ":"纳指三倍做多ETF",".SPX":"S&P 500 Index","OEX":"标普100","COMP":"Compass, Inc.","PSQ":"纳指反向ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260373492","content_text":"* Investors await Jackson Hole conference next week* 10-year U.S. Treasury yield nears 3%* Indexes: Dow down 0.9%, S&P 500 down 1.3%, Nasdaq down 2%NEW YORK, Aug 19 (Reuters) - U.S. stocks fell on Friday in a broad selloff led by megacaps as U.S. bond yields rose, with the S&P 500 posting losses for the week after four straight weeks of gains.Amazon.com, Apple and Microsoft all fell and were the biggest drags on the S&P 500 and Nasdaq. Higher rates tend to be a negative for tech and growth stocks, whose valuations rely more heavily on future cash flows.U.S. Treasury yields rose, with the benchmark 10-year note nearly hitting 3%, after Germany reported record-high increases in monthly producer prices.Investors have been weighing how aggressive the Federal Reserve may need to be as it raises interest rates to battle inflation.Richmond Federal Reserve President Thomas Barkin said on Friday that U.S. central bank officials have \"a lot of time still\" before they need to decide how large an interest rate increase to approve at their Sept. 20-21 policy meeting.\"The rise in rates around the globe and tough talk from central bankers are being used as an excuse to push stocks lower in very light volume on an August Friday session,\" said Peter Cardillo, chief market economist at Spartan Capital Securities in New York.The Dow Jones Industrial Average fell 292.3 points, or 0.86%, to 33,706.74, the S&P 500 lost 55.26 points, or 1.29%, to 4,228.48 and the Nasdaq Composite dropped 260.13 points, or 2.01%, to 12,705.22.All three major indexes registered losses for the week. The S&P 500 fell about 1.2% and the Nasdaq slid 2.6% in their first weekly declines after four weeks of gains. The Dow lost about 0.2% for the week.After notching its worst first half since 1970, the S&P 500 has bounced some 16% from its mid-June low, fueled by stronger-than-expected corporate earnings and hopes the economy can avoid a recession even as the Fed hikes rates.Friday's monthly options expiration should also make way for greater near-term stock market moves as options positions expire, said Brent Kochuba, founder of options-focused financial insights company SpotGamma.The U.S. central bank needs to keep raising borrowing costs to tame decades-high inflation, a string of U.S. central bank officials said on Thursday, even as they debated how fast and how high to lift them.The Fed has raised its benchmark overnight interest rate by 225 basis points since March to fight inflation at a four decade-high.Focus next week may be on Fed Chair Jerome Powell's speech on the economic outlook at the annual global central bankers' conference in Jackson Hole, Wyoming.Meme stock Bed Bath & Beyond Inc plunged 40.5% as billionaire investor Ryan Cohen exited the struggling home goods retailer by selling his stake.The S&P banking index fell 2.1% after recent gains.Shares of Deere & Co ended slightly higher, even after it lowered its full-year profit outlook and said it has sold out of large tractors as it grapples with parts shortages and high costs.Volume on U.S. exchanges was last at 10.01 billion shares in one of the lowest volume days of the year.Declining issues outnumbered advancing ones on the NYSE by a 6.06-to-1 ratio; on Nasdaq, a 3.59-to-1 ratio favored decliners.The S&P 500 posted 1 new 52-week highs and 29 new lows; the Nasdaq Composite recorded 43 new highs and 93 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909427208,"gmtCreate":1658911025904,"gmtModify":1676536227834,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579095725705542","authorIdStr":"3579095725705542"},"themes":[],"htmlText":"Pls like thanks&nbsp;","listText":"Pls like thanks&nbsp;","text":"Pls like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909427208","repostId":"1106005822","repostType":4,"repost":{"id":"1106005822","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":1658909101,"share":"https://ttm.financial/m/news/1106005822?lang=&edition=fundamental","pubTime":"2022-07-27 16:05","market":"us","language":"en","title":"Microsoft Shares Gained 3.78% on Forecast for Double-Digit Revenue Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=1106005822","media":"Tiger Newspress","summary":"Microsoft shares gained 3.78% in premarket trading. Microsoft forecast revenue this fiscal year woul","content":"<html><head></head><body><p>Microsoft shares gained 3.78% in premarket trading. Microsoft forecast revenue this fiscal year would grow by double digits, driven by demand for cloud computing services.<img src=\"https://static.tigerbbs.com/3d079f7e66387cfb1567ef9195093356\" tg-width=\"828\" tg-height=\"824\" width=\"100%\" height=\"auto\"/>Microsoft reported Q4 EPS of $2.23, $0.06 worse than the analyst estimate of $2.29. </p><p>Revenue for the quarter came in at $51.9 billion versus the consensus estimate of $52.43 billion.</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>Microsoft Shares Gained 3.78% on Forecast for Double-Digit Revenue Growth</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\">\nMicrosoft Shares Gained 3.78% on Forecast for Double-Digit Revenue Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-07-27 16:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Microsoft shares gained 3.78% in premarket trading. Microsoft forecast revenue this fiscal year would grow by double digits, driven by demand for cloud computing services.<img src=\"https://static.tigerbbs.com/3d079f7e66387cfb1567ef9195093356\" tg-width=\"828\" tg-height=\"824\" width=\"100%\" height=\"auto\"/>Microsoft reported Q4 EPS of $2.23, $0.06 worse than the analyst estimate of $2.29. </p><p>Revenue for the quarter came in at $51.9 billion versus the consensus estimate of $52.43 billion.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106005822","content_text":"Microsoft shares gained 3.78% in premarket trading. Microsoft forecast revenue this fiscal year would grow by double digits, driven by demand for cloud computing services.Microsoft reported Q4 EPS of $2.23, $0.06 worse than the analyst estimate of $2.29. Revenue for the quarter came in at $51.9 billion versus the consensus estimate of $52.43 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085368248,"gmtCreate":1650645944508,"gmtModify":1676534770440,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579095725705542","authorIdStr":"3579095725705542"},"themes":[],"htmlText":"Pls like thanks&nbsp;","listText":"Pls like thanks&nbsp;","text":"Pls like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085368248","repostId":"1159065078","repostType":4,"repost":{"id":"1159065078","pubTimestamp":1650637953,"share":"https://ttm.financial/m/news/1159065078?lang=&edition=fundamental","pubTime":"2022-04-22 22:32","market":"us","language":"en","title":"Is NVDA Stock a Buy Right Now? 3 Analysts Weigh In on Nvidia Prices","url":"https://stock-news.laohu8.com/highlight/detail?id=1159065078","media":"InvestorPlace","summary":"Nvidia(NASDAQ:NVDA) stock is trending today after the chipmaker’s shares tumbled 6% yesterday. Nvidi","content":"<html><head></head><body><p><b>Nvidia</b>(NASDAQ:<b><u>NVDA</u></b>) stock is trending today after the chipmaker’s shares tumbled 6% yesterday. Nvidia’s decline yesterday came amid a selloff in tech stocks that was triggered by hawkish statements from Federal Reserve Chair Jerome Powell and an increase in Treasury yields.</p><p>So what else do you need to know?</p><p>Yesterday afternoon, Powell said that the central bank would consider increasing its key interest rate by 50 basis points, or 0.5 percentage points, at its next meeting. The Fed will convene on May 3 and May 4.</p><p>Typically the Fed only raises its short-term benchmark rate by 25 basis points at a time. Nevertheless, in recent weeks, a number of Fed members have indicated that a 50-basis-point hike in May could be warranted.</p><p>Following Powell’s comments, Treasury yields climbed. Today the increase continued, with the yield on 10-year Treasurysreaching its highest levelsince the end of 2018. Higher Treasury rates make the potential, longer-term gains of tech stocks less enticing.</p><p>3 Analysts Weigh In on NVDA Stock</p><p>In separate notes to investors, three analysts recently discussed the outlook of NVDA stock with this backdrop in mind. Stating that “Nvidia remains on track to hit supply/demand equilibrium in the second half of 2022,” Piper Sandler analyst Harsh Kumar expects the company to buy back a significant amount of its shares, according to<i>The Fly</i>. Kumar maintained a $350 price target and a “buy” rating on the shares.</p><p>Taking a more bearish view was Deutsche Bank’s Ross Seymore. Although the demand for semiconductors is likely to remain strong, investors will probably continue to be worried about a “cyclical slowdown/correction,” the analyst stated. He trimmed his price target to $255 from $285 and kept a “hold” rating on the chipmaker.</p><p>And finally, on April 13, New Street analyst Pierre Ferraguchanged his rating onNVDA stock to “buy” from “neutral.” The analyst expects the company to benefit from strong demand for its chips by the “gaming, visualization, and data center” sectors. Given the recent decline in NVDA stock, Ferragu thinks that the shares may already reflect a reduction in the company’s revenue from cryptocurrency miners. He raised his price target on the name to $280 from $250.</p><p>Analysts’ average rating on NVDA stock is “strong buy,” while their mean price target on the name is $339.19, according to <i>TipRanks</i>.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is NVDA Stock a Buy Right Now? 3 Analysts Weigh In on Nvidia Prices</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs NVDA Stock a Buy Right Now? 3 Analysts Weigh In on Nvidia Prices\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-22 22:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/is-nvda-stock-a-buy-right-now-3-analysts-weigh-in-on-nvidia-prices/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia(NASDAQ:NVDA) stock is trending today after the chipmaker’s shares tumbled 6% yesterday. Nvidia’s decline yesterday came amid a selloff in tech stocks that was triggered by hawkish statements ...</p>\n\n<a href=\"https://investorplace.com/2022/04/is-nvda-stock-a-buy-right-now-3-analysts-weigh-in-on-nvidia-prices/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://investorplace.com/2022/04/is-nvda-stock-a-buy-right-now-3-analysts-weigh-in-on-nvidia-prices/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159065078","content_text":"Nvidia(NASDAQ:NVDA) stock is trending today after the chipmaker’s shares tumbled 6% yesterday. Nvidia’s decline yesterday came amid a selloff in tech stocks that was triggered by hawkish statements from Federal Reserve Chair Jerome Powell and an increase in Treasury yields.So what else do you need to know?Yesterday afternoon, Powell said that the central bank would consider increasing its key interest rate by 50 basis points, or 0.5 percentage points, at its next meeting. The Fed will convene on May 3 and May 4.Typically the Fed only raises its short-term benchmark rate by 25 basis points at a time. Nevertheless, in recent weeks, a number of Fed members have indicated that a 50-basis-point hike in May could be warranted.Following Powell’s comments, Treasury yields climbed. Today the increase continued, with the yield on 10-year Treasurysreaching its highest levelsince the end of 2018. Higher Treasury rates make the potential, longer-term gains of tech stocks less enticing.3 Analysts Weigh In on NVDA StockIn separate notes to investors, three analysts recently discussed the outlook of NVDA stock with this backdrop in mind. Stating that “Nvidia remains on track to hit supply/demand equilibrium in the second half of 2022,” Piper Sandler analyst Harsh Kumar expects the company to buy back a significant amount of its shares, according toThe Fly. Kumar maintained a $350 price target and a “buy” rating on the shares.Taking a more bearish view was Deutsche Bank’s Ross Seymore. Although the demand for semiconductors is likely to remain strong, investors will probably continue to be worried about a “cyclical slowdown/correction,” the analyst stated. He trimmed his price target to $255 from $285 and kept a “hold” rating on the chipmaker.And finally, on April 13, New Street analyst Pierre Ferraguchanged his rating onNVDA stock to “buy” from “neutral.” The analyst expects the company to benefit from strong demand for its chips by the “gaming, visualization, and data center” sectors. Given the recent decline in NVDA stock, Ferragu thinks that the shares may already reflect a reduction in the company’s revenue from cryptocurrency miners. He raised his price target on the name to $280 from $250.Analysts’ average rating on NVDA stock is “strong buy,” while their mean price target on the name is $339.19, according to TipRanks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094505528,"gmtCreate":1645169737254,"gmtModify":1676534005460,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579095725705542","authorIdStr":"3579095725705542"},"themes":[],"htmlText":"Pls like, thanks&nbsp;","listText":"Pls like, thanks&nbsp;","text":"Pls like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094505528","repostId":"1195946210","repostType":4,"repost":{"id":"1195946210","pubTimestamp":1645151754,"share":"https://ttm.financial/m/news/1195946210?lang=&edition=fundamental","pubTime":"2022-02-18 10:35","market":"us","language":"en","title":"Palantir: The Great Reset","url":"https://stock-news.laohu8.com/highlight/detail?id=1195946210","media":"Seeking Alpha","summary":"SummaryAfter its direct listing shares skyrocketed to nearly $40, and have now returned to sub-$12 a","content":"<html><head></head><body><p>Summary</p><ul><li>After its direct listing shares skyrocketed to nearly $40, and have now returned to sub-$12 at the time of this writing.</li><li>There is a host of reasons why the stock is still expensive.</li><li>Revenue growth at 30% per year through 2025.</li><li>There is some residual value in contracts booked with Palantir that are yet to be delivered that will lead to future revenue.</li><li>Free cash flow positive, and scratching the surface of profitability.</li></ul><p>There is no doubt about it, technology stocks, especially those that are potential game-changing names, are often extremely expensive. For years many of these stocks will lose money but invest heavily in their growth while seeing revenues increase dramatically. Sometimes that growth fades and the company never really transforms the world like it set out to do. Then there are times where for years the company loses money, but the internal metrics improve year after year and growth eventually is so strong profits roll in. Every great tech giant you know started out losing money. Picking winners and losers is easier said than done in the long term, but the key in our opinion is to look at what problems they solve, who their customers are, the growth, and to a lesser degree, valuation. One of the most controversial stocks in the market is Palantir Technologies (PLTR). The stock direct listed in 2020 and took off during the major tech rally into 2021. But in 2021, the stock began to fade, and today is back under $12. Has it come down enough? We think so, for the long-term investor. Even for traders, the potential of a dead cat bounce near-term is highly likely, but in the near-term, the stock is still expensive, even for high growth tech, but is much more reasonable compared to a few months ago. Thecompany just reported earnings, and the growth remains on track. The company is scratching the surface of profitability and is free cash flow positive. Customer count is growing and retention is strong. In short, we believe you can finally start buying here again.</p><p>What goes up doesn&#39;t always come down, but Palantir stock sure did</p><p>Take a look at the chart of Palantir since going live on the stock market in 2020:</p><p><img src=\"https://static.tigerbbs.com/46ca7504520c5dc53ff23d8f5a8d3a83\" tg-width=\"640\" tg-height=\"289\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BAD BEAT Investing</p><p>As you can see, the stock rocketed to all-time highs in February of 2021 and traded a bit sideways in the 20s for a few months before cratering in the fall and of 2021 into 2022 with the threat of rate hikes decimating the high revenue growth, little to no earnings tech. Palantir fits this bill pretty well. But you can look at the chart of many innovation names that are seeing massive revenue growth but make no money. They all have gotten crushed in the last few months. While Palantir stock has a number of risks, we think you can finally start to buy.</p><p>The play</p><p>Target entry 1: $11.95-$12.15 40% of position</p><p>Target entry 2: $10.80-$11.00 60% of position</p><p>Stop loss: $9</p><p>Target exit: $15</p><p>Options recommendations: With premiums high in this volatile name selling puts is a strong strategy for income and/or defining entry. Consider the March 18th, 2022 $12 puts for $0.80-$0.85 in premium. Call option buying is pricey, but you can consider the August 19th, 2022 $14 strike for $1.60, then $1.20.</p><p>Discussion</p><p>Palantir brings in its revenue under two reporting segments. These are the government and commercial segments. Its commercial revenue stream has grown at a rapid rate over the last year, while government results and the outlook have been a bit mixed. To improve sales, Palantir has expanded its sales team and they have been working to secure new orders. In our opinion, this paid off.</p><p>Performance was strong andahead of consensus estimates. Total revenue grew 34% year-over-year to $433 million, beating estimates by almost $15 million. The commercial revenue continues to grow at a great pace, rising 132% in 2021, and up 47% in Q4 vs last year. While the Government revenues have slowed their growth somewhat, they still rose 26% from last year, and the company added a total of 34 net new customers in the quarter across both segments.</p><p>Now, here is the thing. The company is just barely starting to make money. That means the stock is expensive, like so many other growth tech names. More on that in a moment. While the company lost $59 million, adjusted income from operations was $124 million, while the company is free cash flow positive, seeing $104 million in the quarter. That is a big positive. For the year, adjusted free cash flow was $424 million. We love free cash flow. This is a very big positive. The company squeaked out a $0.02 adjusted EPS result. It is something.</p><p>Now, as for the valuation, it is often best to look at price to sales ratios for high-growth tech. Take a look at Seeking Alpha&#39;sgradeson these measures:</p><p><img src=\"https://static.tigerbbs.com/8f7343d2292c60fa673f2cfd23e2ea66\" tg-width=\"640\" tg-height=\"574\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>A bit laughable really, as all high-growth tech seemingly have &#39;failing&#39; grades, but the metrics are what matters. At 18X sales, the stock is still expensive, factoring in the drop in shares to under $12, and we are still pricey at 15X-16X, but this is much more reasonable compared to when the stock was in the $30s. 90X FWD EPS, well, the company is working to get to being profitable, but we do like the hidden positive of a 1.0X PEG ratio. In terms ofgrowth,these measures look a lot better with 38% FWD revenue growth expected, and 350% levered free cash flow growth going forward. These fundamentals continue to improve for the company.</p><p>Of course, the stock is still not without risk. First, even after the precipitous drop, shares are pricey as we mentioned. The company also could see government slash spending in tough times, though, some would argue that their technology saves the government money. We see the commercials sales growing though a recession could lead to reduced spend on tech companies like Palantir that try and help solve problems for companies.</p><p>Perhaps one of the biggest issues many people have with this company is the unrelenting dilution that has been occurring. Alex Karp addressed this on the conference call:</p><blockquote><i>Thank you. And I really appreciate you, investors. Thanks for investing and the faith you have in us. Okay. So there&#39;s like the simple version, which I think it&#39;s like - so there&#39;s really - there&#39;s stock-based comp and there&#39;s dilution. Dilution thing, that&#39;s a red herring. We&#39;re not issuing a lot of new shares, I think it&#39;s like in the $9 million range. And so it would be a little coy of me to say that&#39;s like no issue, move on.</i></blockquote><blockquote><i>The thing to understand about Palantir and then I want to just take this like, it&#39;s actually not the result of the DPO, it&#39;s the result of the fact that we were completely focused on building product. We had no earthly idea we were going to DPO like right before we did it. And so most companies are quite frankly built so that the - when analysts look at it, the primary customer of most software companies is not the client, it&#39;s the software analyst.</i></blockquote><blockquote><i>So it&#39;s like we, obviously, our primary clients are our clients. which doesn&#39;t mean - and then now we&#39;re thinking about how do we expose the data in a way that people on the outside like you and professional analysts and others can look at the data and get a better sense of what&#39;s tracking, what&#39;s not tracking. But the primary source of a lot of these like questions really comes down to look, we built the company to support the U.S. warfighter primarily and then do - take dual, use it for the glory of humanity, particular humanity in the West. That was our idea. And because our primary client was not what someone had a hedge fund would think, we didn&#39;t actually think of these things from inception. And so now there&#39;s a process of normalization.</i></blockquote><blockquote><i>You&#39;re just going to see that in going forward on these calls just like how do you normalize, how do you provide data that people are going to look at, how do you provide data that people can understand that they&#39;re used to seeing, while simultaneously staying true to what our mission is. It&#39;s like our primary clients are the people we&#39;re serving. We&#39;re in full align with them. And that&#39;s why we survive even with the nascent sales force. You can get things to double, which is in sync.</i></blockquote><blockquote><i>So then you get to stock-based comp, which is like, okay, so - and there&#39;s 2 parts of it. Of course, IRI people kind of don&#39;t want me to do any kind of forward-looking math, but if you&#39;re smart enough to invest in talent, you&#39;re smart enough to figure out. There&#39;s essentially - there&#39;s the - how are we comping people, and there will be a normalization that will get us into a range where you would see in a software company within the next 18 months, latest 2 years. But there&#39;s essentially - and that&#39;s going to take a little time. It is going to happen, because it&#39;s also very much linked to another question, which is how do you actually run the company so it&#39;s profitable someday on a GAAP basis, not stripping out comp. And that was also within eyesight.</i></blockquote><blockquote><i>And those are our goals for Palantir because same reason we have no debt. The same reason we have $2.3 billion on our balance sheet. This is a company built for bad times. Bad times means strong finances internally. And that means at some point, you have to be GAAP profitable. You can&#39;t be GAAP profitable if you&#39;re diluting people or - correctly your stock based comp is totally - is not in conformity with other companies.</i></blockquote><blockquote><i>So you&#39;re seeing a normalization. This will change. It will change in the relatively near future. It will be linked to other things that we believe are important for Palantir like having a company that thrives in bad times. And we are - bad times are very good for Palantir because we build products that are robust, that are built for danger. And then the finances internally are actually built for bad times. And bad times means you have free cash flow, the free cash flow turns into GAAP profit.</i></blockquote><blockquote><i>That means the stock-based comp has to be one that&#39;s aligned with our investors also because that&#39;s basically - it&#39;s part of a little bit longer philosophical narrative, but like if software is the only moat, then value and gross shares have to be re-evaluated in terms of their value, value only exists if you can actually get a tech node, call it, maybe something besides. And growth only exist if you build a company that is where the technology is strong enough, the business fundamentals are strong enough that the free cash flow actually turns into GAAP profitability, and that&#39;s linked to stock return. So this is a priority, both because you care, but also quite frankly, because it is the health of our company, which we care a lot about.&#34;</i></blockquote><p>As you can see, they acknowledge that this is an issue. We also like the mention of getting to GAAP profitability. However, we do encourage you to actually read the full transcript. The call was a bit interesting. There was not a lot of talk about financials and quite a bit of conjecture on the call. A lot of words, and not a lot of substance. This gives us a little bit more risk in addition to what was mentioned above.</p><p>Take home</p><p>Shares have been crushed. But the company operates with no debt and free cash flow. The dilution issue is a major annoyance for shareholders and is a risk factor for valuation. Despite falling to levels not seen since 2020, the stock remains expensive, but nowhere near where it was valued a year ago. With the growth the company is displaying and what appears to be a recognition of the need to get to profitability, we like scaling in here.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: The Great Reset</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: The Great Reset\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-18 10:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4487929-palantir-the-great-reset><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAfter its direct listing shares skyrocketed to nearly $40, and have now returned to sub-$12 at the time of this writing.There is a host of reasons why the stock is still expensive.Revenue ...</p>\n\n<a href=\"https://seekingalpha.com/article/4487929-palantir-the-great-reset\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4487929-palantir-the-great-reset","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195946210","content_text":"SummaryAfter its direct listing shares skyrocketed to nearly $40, and have now returned to sub-$12 at the time of this writing.There is a host of reasons why the stock is still expensive.Revenue growth at 30% per year through 2025.There is some residual value in contracts booked with Palantir that are yet to be delivered that will lead to future revenue.Free cash flow positive, and scratching the surface of profitability.There is no doubt about it, technology stocks, especially those that are potential game-changing names, are often extremely expensive. For years many of these stocks will lose money but invest heavily in their growth while seeing revenues increase dramatically. Sometimes that growth fades and the company never really transforms the world like it set out to do. Then there are times where for years the company loses money, but the internal metrics improve year after year and growth eventually is so strong profits roll in. Every great tech giant you know started out losing money. Picking winners and losers is easier said than done in the long term, but the key in our opinion is to look at what problems they solve, who their customers are, the growth, and to a lesser degree, valuation. One of the most controversial stocks in the market is Palantir Technologies (PLTR). The stock direct listed in 2020 and took off during the major tech rally into 2021. But in 2021, the stock began to fade, and today is back under $12. Has it come down enough? We think so, for the long-term investor. Even for traders, the potential of a dead cat bounce near-term is highly likely, but in the near-term, the stock is still expensive, even for high growth tech, but is much more reasonable compared to a few months ago. Thecompany just reported earnings, and the growth remains on track. The company is scratching the surface of profitability and is free cash flow positive. Customer count is growing and retention is strong. In short, we believe you can finally start buying here again.What goes up doesn't always come down, but Palantir stock sure didTake a look at the chart of Palantir since going live on the stock market in 2020:BAD BEAT InvestingAs you can see, the stock rocketed to all-time highs in February of 2021 and traded a bit sideways in the 20s for a few months before cratering in the fall and of 2021 into 2022 with the threat of rate hikes decimating the high revenue growth, little to no earnings tech. Palantir fits this bill pretty well. But you can look at the chart of many innovation names that are seeing massive revenue growth but make no money. They all have gotten crushed in the last few months. While Palantir stock has a number of risks, we think you can finally start to buy.The playTarget entry 1: $11.95-$12.15 40% of positionTarget entry 2: $10.80-$11.00 60% of positionStop loss: $9Target exit: $15Options recommendations: With premiums high in this volatile name selling puts is a strong strategy for income and/or defining entry. Consider the March 18th, 2022 $12 puts for $0.80-$0.85 in premium. Call option buying is pricey, but you can consider the August 19th, 2022 $14 strike for $1.60, then $1.20.DiscussionPalantir brings in its revenue under two reporting segments. These are the government and commercial segments. Its commercial revenue stream has grown at a rapid rate over the last year, while government results and the outlook have been a bit mixed. To improve sales, Palantir has expanded its sales team and they have been working to secure new orders. In our opinion, this paid off.Performance was strong andahead of consensus estimates. Total revenue grew 34% year-over-year to $433 million, beating estimates by almost $15 million. The commercial revenue continues to grow at a great pace, rising 132% in 2021, and up 47% in Q4 vs last year. While the Government revenues have slowed their growth somewhat, they still rose 26% from last year, and the company added a total of 34 net new customers in the quarter across both segments.Now, here is the thing. The company is just barely starting to make money. That means the stock is expensive, like so many other growth tech names. More on that in a moment. While the company lost $59 million, adjusted income from operations was $124 million, while the company is free cash flow positive, seeing $104 million in the quarter. That is a big positive. For the year, adjusted free cash flow was $424 million. We love free cash flow. This is a very big positive. The company squeaked out a $0.02 adjusted EPS result. It is something.Now, as for the valuation, it is often best to look at price to sales ratios for high-growth tech. Take a look at Seeking Alpha'sgradeson these measures:Seeking AlphaA bit laughable really, as all high-growth tech seemingly have 'failing' grades, but the metrics are what matters. At 18X sales, the stock is still expensive, factoring in the drop in shares to under $12, and we are still pricey at 15X-16X, but this is much more reasonable compared to when the stock was in the $30s. 90X FWD EPS, well, the company is working to get to being profitable, but we do like the hidden positive of a 1.0X PEG ratio. In terms ofgrowth,these measures look a lot better with 38% FWD revenue growth expected, and 350% levered free cash flow growth going forward. These fundamentals continue to improve for the company.Of course, the stock is still not without risk. First, even after the precipitous drop, shares are pricey as we mentioned. The company also could see government slash spending in tough times, though, some would argue that their technology saves the government money. We see the commercials sales growing though a recession could lead to reduced spend on tech companies like Palantir that try and help solve problems for companies.Perhaps one of the biggest issues many people have with this company is the unrelenting dilution that has been occurring. Alex Karp addressed this on the conference call:Thank you. And I really appreciate you, investors. Thanks for investing and the faith you have in us. Okay. So there's like the simple version, which I think it's like - so there's really - there's stock-based comp and there's dilution. Dilution thing, that's a red herring. We're not issuing a lot of new shares, I think it's like in the $9 million range. And so it would be a little coy of me to say that's like no issue, move on.The thing to understand about Palantir and then I want to just take this like, it's actually not the result of the DPO, it's the result of the fact that we were completely focused on building product. We had no earthly idea we were going to DPO like right before we did it. And so most companies are quite frankly built so that the - when analysts look at it, the primary customer of most software companies is not the client, it's the software analyst.So it's like we, obviously, our primary clients are our clients. which doesn't mean - and then now we're thinking about how do we expose the data in a way that people on the outside like you and professional analysts and others can look at the data and get a better sense of what's tracking, what's not tracking. But the primary source of a lot of these like questions really comes down to look, we built the company to support the U.S. warfighter primarily and then do - take dual, use it for the glory of humanity, particular humanity in the West. That was our idea. And because our primary client was not what someone had a hedge fund would think, we didn't actually think of these things from inception. And so now there's a process of normalization.You're just going to see that in going forward on these calls just like how do you normalize, how do you provide data that people are going to look at, how do you provide data that people can understand that they're used to seeing, while simultaneously staying true to what our mission is. It's like our primary clients are the people we're serving. We're in full align with them. And that's why we survive even with the nascent sales force. You can get things to double, which is in sync.So then you get to stock-based comp, which is like, okay, so - and there's 2 parts of it. Of course, IRI people kind of don't want me to do any kind of forward-looking math, but if you're smart enough to invest in talent, you're smart enough to figure out. There's essentially - there's the - how are we comping people, and there will be a normalization that will get us into a range where you would see in a software company within the next 18 months, latest 2 years. But there's essentially - and that's going to take a little time. It is going to happen, because it's also very much linked to another question, which is how do you actually run the company so it's profitable someday on a GAAP basis, not stripping out comp. And that was also within eyesight.And those are our goals for Palantir because same reason we have no debt. The same reason we have $2.3 billion on our balance sheet. This is a company built for bad times. Bad times means strong finances internally. And that means at some point, you have to be GAAP profitable. You can't be GAAP profitable if you're diluting people or - correctly your stock based comp is totally - is not in conformity with other companies.So you're seeing a normalization. This will change. It will change in the relatively near future. It will be linked to other things that we believe are important for Palantir like having a company that thrives in bad times. And we are - bad times are very good for Palantir because we build products that are robust, that are built for danger. And then the finances internally are actually built for bad times. And bad times means you have free cash flow, the free cash flow turns into GAAP profit.That means the stock-based comp has to be one that's aligned with our investors also because that's basically - it's part of a little bit longer philosophical narrative, but like if software is the only moat, then value and gross shares have to be re-evaluated in terms of their value, value only exists if you can actually get a tech node, call it, maybe something besides. And growth only exist if you build a company that is where the technology is strong enough, the business fundamentals are strong enough that the free cash flow actually turns into GAAP profitability, and that's linked to stock return. So this is a priority, both because you care, but also quite frankly, because it is the health of our company, which we care a lot about.\"As you can see, they acknowledge that this is an issue. We also like the mention of getting to GAAP profitability. However, we do encourage you to actually read the full transcript. The call was a bit interesting. There was not a lot of talk about financials and quite a bit of conjecture on the call. A lot of words, and not a lot of substance. This gives us a little bit more risk in addition to what was mentioned above.Take homeShares have been crushed. But the company operates with no debt and free cash flow. The dilution issue is a major annoyance for shareholders and is a risk factor for valuation. Despite falling to levels not seen since 2020, the stock remains expensive, but nowhere near where it was valued a year ago. With the growth the company is displaying and what appears to be a recognition of the need to get to profitability, we like scaling in here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095148796,"gmtCreate":1644860818562,"gmtModify":1676533969029,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579095725705542","authorIdStr":"3579095725705542"},"themes":[],"htmlText":"Pls like thanks&nbsp;","listText":"Pls like thanks&nbsp;","text":"Pls like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095148796","repostId":"2211527443","repostType":4,"repost":{"id":"2211527443","pubTimestamp":1644852728,"share":"https://ttm.financial/m/news/2211527443?lang=&edition=fundamental","pubTime":"2022-02-14 23:32","market":"us","language":"en","title":"3 Bargain Growth Stocks That Are Screaming Buys in February","url":"https://stock-news.laohu8.com/highlight/detail?id=2211527443","media":"Motley Fool","summary":"With big pullbacks for these companies, you might want to look to buy while their valuations are more favorable.","content":"<html><head></head><body><p>2022 has been nothing short of volatile. Almost all stocks got crushed in January, and now February is a mixed bag of returns. Some high-growth stocks that have previously been hammered are starting to recover, but many are continuing their downtrend. This volatility is magnified during earnings season -- where companies can rise or fall 20% on an earnings report.</p><p>Long-term investors in this volatile period have the edge, however. They are not bound to the next month or even year, and they can focus on using this volatility to buy stocks at cheap prices that have not been seen in a long time. For investors looking to capitalize on market volatility and buy high-quality businesses at a cheap price, you might want to consider adding <a href=\"https://laohu8.com/S/PINS\">Pinterest </a>, <a href=\"https://laohu8.com/S/PUBM\">PubMatic </a>, and <a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> to your portfolio. Here&#39;s why.</p><p><b><a href=\"https://laohu8.com/S/PINS\">Pinterest </a></b></p><p>Shares of Pinterest are still down 70% off their all-time high and trade at just 28 times forward earnings -- even cheaper than other social media stocks like <b>Match Group</b> (NASDAQ:MTCH) -- but the business is executing well. It reported fourth-quarter earnings, and the company&#39;s growth in its average revenue per user (ARPU) took the spotlight. The company saw 23% year-over-year growth across the world, driven by 62% growth in its international markets.</p><p>Pinterest has over 426 million users on its platform, and considering that social media giants like <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></b> (NASDAQ:FB) have topped out at 2.9 billion users, the real opportunity comes from its ARPU growth. Yes, if Pinterest reached 2.9 billion users, that would represent a growth of 580% from here, but if the company can successfully expand its ARPU, this growth could be so much more. The company&#39;s international ARPU was just $0.57 in Q4, compared to Meta&#39;s $27.91.  So the room to grow, even if the company won&#39;t reach Meta&#39;s levels of monetization, is immense.</p><p>While the company&#39;s user count should be monitored, it should not be the greatest concern. Pinterest has only been losing a small fraction of its users over the past year, and this quarter it lost just 6% year over year. Not ideal, but as long as its user count doesn&#39;t get cut in half over the next two years, the ability to capitalize on monetization success will still be prevalent. With shares now reaching &#34;value stock&#34; prices, picking up shares should at least be on long-term investors&#39; radar.</p><p><b><a href=\"https://laohu8.com/S/PUBM\">PubMatic </a></b></p><p>When investors think of advertising technology, <b>The Trade Desk</b> (NASDAQ:TTD) likely springs to mind. However, investors should not count out the other side of adtech -- the supply side. After all, ad space suppliers also need help finding the best value for their ad space, and PubMatic helps them do that. Pubmatic is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the fastest-growing sell-side platforms in terms of organic growth, but if you look at the share price -- which is down 62% from its all-time high -- you might not have assumed that.</p><p>PubMatic grew its revenue by 54% year over year to $58 million in third-quarter 2021, which marked the fourth consecutive quarter of 50% or more revenue growth. This is expected to continue when it reports full-year results on Feb. 28 -- and likely for the next several years as well. The digital advertising space is expected to be worth $526 billion by 2024, meaning PubMatic has a runway to expand multiples from here.</p><p>PubMatic is only worth $1.4 billion, yet it is profitable and has net income margins of 19%. This financial maturity for such a small business could mean positive things about its financial picture in a decade. It trades for 31 times earnings -- a cheap multiple compared to its major competitor <b>Magnite</b> (NASDAQ:MGNI) -- making this stock a huge bargain right now.</p><p><b><a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a></b></p><p>MercadoLibre has become a dominant player in Latin American e-commerce, payments, and logistics, but with an all-time low valuation of eight times sales, you might have assumed something fundamentally changed with the business. MercadoLibre has only traded at eight times sales two other times in the past decade, so this valuation is quite literally a rock-bottom price.</p><p>However, the business is stronger than ever. Third-quarter revenue popped 73% year over year, hitting almost $2 billion -- $125 million of which fell to the bottom line in net income. The company has 79 million users, and while that would be a lot in the U.S., it is just a fraction of the Latin American population. There are over 635 million citizens in Latin America, meaning that MercadoLibre has plenty of room to continue adding users. As the leading platform in the space, it might be a mistake to not take advantage of this discounted company today.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Bargain Growth Stocks That Are Screaming Buys in February</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Bargain Growth Stocks That Are Screaming Buys in February\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-14 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/13/3-bargain-growth-stocks-that-are-screaming-buys-in/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2022 has been nothing short of volatile. Almost all stocks got crushed in January, and now February is a mixed bag of returns. Some high-growth stocks that have previously been hammered are starting ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/13/3-bargain-growth-stocks-that-are-screaming-buys-in/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","BK4527":"明星科技股","MELI":"MercadoLibre","BK4023":"应用软件","BK4528":"SaaS概念","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","PINS":"Pinterest, Inc.","BK4507":"流媒体概念","PUBM":"PubMatic, Inc.","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4009":"广告","BK4524":"宅经济概念","BK4508":"社交媒体","BK4077":"互动媒体与服务"},"source_url":"https://www.fool.com/investing/2022/02/13/3-bargain-growth-stocks-that-are-screaming-buys-in/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2211527443","content_text":"2022 has been nothing short of volatile. Almost all stocks got crushed in January, and now February is a mixed bag of returns. Some high-growth stocks that have previously been hammered are starting to recover, but many are continuing their downtrend. This volatility is magnified during earnings season -- where companies can rise or fall 20% on an earnings report.Long-term investors in this volatile period have the edge, however. They are not bound to the next month or even year, and they can focus on using this volatility to buy stocks at cheap prices that have not been seen in a long time. For investors looking to capitalize on market volatility and buy high-quality businesses at a cheap price, you might want to consider adding Pinterest , PubMatic , and MercadoLibre to your portfolio. Here's why.Pinterest Shares of Pinterest are still down 70% off their all-time high and trade at just 28 times forward earnings -- even cheaper than other social media stocks like Match Group (NASDAQ:MTCH) -- but the business is executing well. It reported fourth-quarter earnings, and the company's growth in its average revenue per user (ARPU) took the spotlight. The company saw 23% year-over-year growth across the world, driven by 62% growth in its international markets.Pinterest has over 426 million users on its platform, and considering that social media giants like Meta Platforms (NASDAQ:FB) have topped out at 2.9 billion users, the real opportunity comes from its ARPU growth. Yes, if Pinterest reached 2.9 billion users, that would represent a growth of 580% from here, but if the company can successfully expand its ARPU, this growth could be so much more. The company's international ARPU was just $0.57 in Q4, compared to Meta's $27.91.  So the room to grow, even if the company won't reach Meta's levels of monetization, is immense.While the company's user count should be monitored, it should not be the greatest concern. Pinterest has only been losing a small fraction of its users over the past year, and this quarter it lost just 6% year over year. Not ideal, but as long as its user count doesn't get cut in half over the next two years, the ability to capitalize on monetization success will still be prevalent. With shares now reaching \"value stock\" prices, picking up shares should at least be on long-term investors' radar.PubMatic When investors think of advertising technology, The Trade Desk (NASDAQ:TTD) likely springs to mind. However, investors should not count out the other side of adtech -- the supply side. After all, ad space suppliers also need help finding the best value for their ad space, and PubMatic helps them do that. Pubmatic is one of the fastest-growing sell-side platforms in terms of organic growth, but if you look at the share price -- which is down 62% from its all-time high -- you might not have assumed that.PubMatic grew its revenue by 54% year over year to $58 million in third-quarter 2021, which marked the fourth consecutive quarter of 50% or more revenue growth. This is expected to continue when it reports full-year results on Feb. 28 -- and likely for the next several years as well. The digital advertising space is expected to be worth $526 billion by 2024, meaning PubMatic has a runway to expand multiples from here.PubMatic is only worth $1.4 billion, yet it is profitable and has net income margins of 19%. This financial maturity for such a small business could mean positive things about its financial picture in a decade. It trades for 31 times earnings -- a cheap multiple compared to its major competitor Magnite (NASDAQ:MGNI) -- making this stock a huge bargain right now.MercadoLibreMercadoLibre has become a dominant player in Latin American e-commerce, payments, and logistics, but with an all-time low valuation of eight times sales, you might have assumed something fundamentally changed with the business. MercadoLibre has only traded at eight times sales two other times in the past decade, so this valuation is quite literally a rock-bottom price.However, the business is stronger than ever. Third-quarter revenue popped 73% year over year, hitting almost $2 billion -- $125 million of which fell to the bottom line in net income. The company has 79 million users, and while that would be a lot in the U.S., it is just a fraction of the Latin American population. There are over 635 million citizens in Latin America, meaning that MercadoLibre has plenty of room to continue adding users. As the leading platform in the space, it might be a mistake to not take advantage of this discounted company today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092596144,"gmtCreate":1644650966464,"gmtModify":1676533951046,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579095725705542","authorIdStr":"3579095725705542"},"themes":[],"htmlText":"Pls like, thanks&nbsp;","listText":"Pls like, thanks&nbsp;","text":"Pls like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092596144","repostId":"2210695545","repostType":4,"repost":{"id":"2210695545","pubTimestamp":1644580660,"share":"https://ttm.financial/m/news/2210695545?lang=&edition=fundamental","pubTime":"2022-02-11 19:57","market":"us","language":"en","title":"The Smartest Stocks to Buy With $1,000 as the Market Corrects Lower","url":"https://stock-news.laohu8.com/highlight/detail?id=2210695545","media":"Motley Fool","summary":"When fear and anxiety rear their heads on Wall Street, so does opportunity.","content":"<html><head></head><body><p>Ready or not, Wall Street is in correction mode. The peak double-digit percentage slide that the benchmark <b>S&amp;P 500</b> and technology-dependent <b>Nasdaq Composite</b> endured in January marked the biggest correction in both indexes since the coronavirus crash of March 2020.</p><p>But where there&#39;s fear and anxiety, there&#39;s often opportunity. Long-term investors who put their money to work in high-quality stocks during market corrections are usually rewarded handsomely over time.</p><p>Best of all, with most online brokerages eliminating commission fees and minimum deposit requirements, any amount of money -- even $1,000 -- becomes the perfect amount to put to work during a correction.</p><p>If you have $1,000 ready to invest, which won&#39;t be needed to pay bills or cover emergencies, these are some of the smartest stocks you can buy as the market corrects lower.</p><h2><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike Holdings</a></h2><p>One of the smartest moves investors can make during a correction is to buy best-of-breed stocks in high-growth trends. That&#39;s why cybersecurity stock <a href=\"https://laohu8.com/S/CRWD\"><b>CrowdStrike Holdings</b> </a> is such a no-brainer buy as the market corrects lower.</p><p>Regardless of the size of the business or the state of the U.S. or global economy, cybersecurity has evolved into a basic necessity for companies with an online/cloud presence. It&#39;s been especially important in the wake of the pandemic, which has businesses increasingly shifting their data into the cloud.</p><p>The cloud-native Falcon platform is what makes CrowdStrike tick. Being built in the cloud, and reliant on artificial intelligence, Falcon is often more effective at protecting end users than on-premises solutions. Even though CrowdStrike&#39;s cybersecurity solutions aren&#39;t the cheapest, they can be the most cost-effective considering the superior level of data protection provided by Falcon.</p><p>What really stands out about this company is just how successfully it&#39;s grown its subscriber count and built up its relationships with existing clients. In less than five years, CrowdStrike&#39;s total subscriber count has grown from 450 to 14,687, with the percentage of clients purchasing four or more cloud-module subscriptions skyrocketing from 9% to 68%.  Because cybersecurity subscription services boast high margins, the company has already achieved its long-term adjusted subscription gross margin despite being in the early innings of its growth.</p><h2><a href=\"https://laohu8.com/S/IIPR\">Innovative Industrial Properties</a></h2><p>Another smart buy is cannabis-focused real estate investment trust (REIT) <a href=\"https://laohu8.com/S/IIPR\"><b>Innovative Industrial Properties</b> </a>. <i>Yes</i>, marijuana stocks can pay dividends!</p><p>IIP, as the company is more commonly known, has a very straightforward operating model. It seeks to acquire medical marijuana cultivating and processing facilities in U.S. states where it&#39;s legal, and leases these assets out for long periods of time. While the bulk of the company&#39;s growth does come from acquisitions, it has built-in annual rental hikes and management fees that do provide a modest revenue boost each year.</p><p>The company ended 2021 with 103 properties spanning 19 states in its portfolio. Most impressively, 100% of its 7.7 million square feet of rentable space (some of which is still under development) is fully leased. Although IIP didn&#39;t provide its weighted-average lease-length metric following a 27-property purchase in December, the previous 76 properties had a weighted-average lease length of 16.7 years.  Put another way, IIP is sitting on a gold mine of consistent cash flow.</p><p>Innovative Industrial Properties has also done an excellent job of funneling new business in with its sale-leaseback program. With cannabis being illegal at the U.S. federal level, access to basic financial services can be hit-and-miss for pot companies. IIP has stepped in to purchase facilities for cash, then immediately leased these properties back to the seller. It&#39;s a mutually beneficial arrangement in that cannabis companies receive the cash they need, and IIP lands long-term tenants.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F665081%2Fproto-labs-3d-printing-prototype.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Proto Labs.</p><h2><a href=\"https://laohu8.com/S/PRLB\">Proto Labs</a></h2><p>Beaten-down digital manufacturer <a href=\"https://laohu8.com/S/PRLB\"><b>Proto Labs</b> </a> is yet another smart stock investors can scoop up as the broader market moves lower.</p><p>Proto Labs, which provides custom prototypes and on-demand production to a variety of industries and sectors, was swept up in the 3D printing craze last decade. Investors expected 3D printing to become the next great investing trend, but it soon fizzled out when it became apparent that these machines required constant innovation and development.</p><p>However, Proto Labs isn&#39;t quite like most 3D printing companies. Instead of continuously innovating and selling its machines to businesses, it offers its technology as a service. Enterprise customers tell Proto Labs what they need, be it a prototype or a certain number of parts produced, and Proto Labs quickly fulfills the order with the aid of 3D printing, CNC machining, or injection molding. Without the high overhead costs of constant innovation, Proto Labs should be able to generate consistently higher margins than companies just angling to sell 3D printers.</p><p>What&#39;s more, Proto Labs is in far better shape now than it was in 2013, when it was also trading at $50 a share. In 2013, Proto Labs generated $126 million in sales and $0.98 in earnings per share. This year, it&#39;s expected to bring in $521 million in sales and $1.64 in estimated per-share earnings. In other words, it&#39;s a bargain now with sustained low double-digit growth potential.</p><h2><a href=\"https://laohu8.com/S/ORVO\">Qorvo</a></h2><p>A final smart stock to buy with $1,000 as the market corrects lower is radio-frequency (RF) systems supplier <a href=\"https://laohu8.com/S/QRVO\"><b>Qorvo</b> </a>.</p><p>It&#39;s no secret that the main growth thesis for Qorvo is the ongoing rollout of 5G wireless infrastructure in the U.S. and globally. It&#39;s been a decade since wireless download speeds were meaningfully improved, which means consumers and businesses are going to be eager to upgrade their devices, including smartphones, to take advantage of these faster download speeds. Since Qorvo supplies many of the top smartphone producers with components, this product replacement cycle can deliver sustained growth in the company&#39;s core revenue-producing segment through at least mid-decade.</p><p>However, there are intriguing opportunities for Qorvo beyond smartphones. For example, next-gen vehicles and light-electric vehicles are an enormous long-term opportunity for the company. Qorvo currently supplies wireless connectivity solutions via advanced antennas in next-gen vehicles, and can even help connect vehicles to the cloud. It offers intelligent motor controllers for battery-powered bicycles and scooters as well.</p><p>Of the four smart buys mentioned on this list, Qorvo is unquestionably the value stock of the bunch. With a forward-year price-to-earnings ratio below 10 and a sales growth rate hovering around the double digits, it has the appearance of a no-brainer buy.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Smartest Stocks to Buy With $1,000 as the Market Corrects Lower</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 Smartest Stocks to Buy With $1,000 as the Market Corrects Lower\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-11 19:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/11/smartest-stocks-buy-1000-as-market-corrects-lower/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ready or not, Wall Street is in correction mode. The peak double-digit percentage slide that the benchmark S&P 500 and technology-dependent Nasdaq Composite endured in January marked the biggest ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/11/smartest-stocks-buy-1000-as-market-corrects-lower/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc.","BK4551":"寇图资本持仓","BK4211":"区域性银行","IIPR":"Innovative Industrial Properties Inc","PRLB":"Proto Labs Inc","BK4097":"系统软件","REIT":"ALPS Active REIT ETF","BK4528":"SaaS概念","BK4512":"苹果概念","BK4560":"网络安全概念","BK4161":"工业机械","BK4141":"半导体产品","QRVO":"Qorvo, Inc.","BK4171":"工业房地产投资信托","BK4546":"3D打印","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","RF":"地区金融"},"source_url":"https://www.fool.com/investing/2022/02/11/smartest-stocks-buy-1000-as-market-corrects-lower/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210695545","content_text":"Ready or not, Wall Street is in correction mode. The peak double-digit percentage slide that the benchmark S&P 500 and technology-dependent Nasdaq Composite endured in January marked the biggest correction in both indexes since the coronavirus crash of March 2020.But where there's fear and anxiety, there's often opportunity. Long-term investors who put their money to work in high-quality stocks during market corrections are usually rewarded handsomely over time.Best of all, with most online brokerages eliminating commission fees and minimum deposit requirements, any amount of money -- even $1,000 -- becomes the perfect amount to put to work during a correction.If you have $1,000 ready to invest, which won't be needed to pay bills or cover emergencies, these are some of the smartest stocks you can buy as the market corrects lower.CrowdStrike HoldingsOne of the smartest moves investors can make during a correction is to buy best-of-breed stocks in high-growth trends. That's why cybersecurity stock CrowdStrike Holdings  is such a no-brainer buy as the market corrects lower.Regardless of the size of the business or the state of the U.S. or global economy, cybersecurity has evolved into a basic necessity for companies with an online/cloud presence. It's been especially important in the wake of the pandemic, which has businesses increasingly shifting their data into the cloud.The cloud-native Falcon platform is what makes CrowdStrike tick. Being built in the cloud, and reliant on artificial intelligence, Falcon is often more effective at protecting end users than on-premises solutions. Even though CrowdStrike's cybersecurity solutions aren't the cheapest, they can be the most cost-effective considering the superior level of data protection provided by Falcon.What really stands out about this company is just how successfully it's grown its subscriber count and built up its relationships with existing clients. In less than five years, CrowdStrike's total subscriber count has grown from 450 to 14,687, with the percentage of clients purchasing four or more cloud-module subscriptions skyrocketing from 9% to 68%.  Because cybersecurity subscription services boast high margins, the company has already achieved its long-term adjusted subscription gross margin despite being in the early innings of its growth.Innovative Industrial PropertiesAnother smart buy is cannabis-focused real estate investment trust (REIT) Innovative Industrial Properties . Yes, marijuana stocks can pay dividends!IIP, as the company is more commonly known, has a very straightforward operating model. It seeks to acquire medical marijuana cultivating and processing facilities in U.S. states where it's legal, and leases these assets out for long periods of time. While the bulk of the company's growth does come from acquisitions, it has built-in annual rental hikes and management fees that do provide a modest revenue boost each year.The company ended 2021 with 103 properties spanning 19 states in its portfolio. Most impressively, 100% of its 7.7 million square feet of rentable space (some of which is still under development) is fully leased. Although IIP didn't provide its weighted-average lease-length metric following a 27-property purchase in December, the previous 76 properties had a weighted-average lease length of 16.7 years.  Put another way, IIP is sitting on a gold mine of consistent cash flow.Innovative Industrial Properties has also done an excellent job of funneling new business in with its sale-leaseback program. With cannabis being illegal at the U.S. federal level, access to basic financial services can be hit-and-miss for pot companies. IIP has stepped in to purchase facilities for cash, then immediately leased these properties back to the seller. It's a mutually beneficial arrangement in that cannabis companies receive the cash they need, and IIP lands long-term tenants.Image source: Proto Labs.Proto LabsBeaten-down digital manufacturer Proto Labs  is yet another smart stock investors can scoop up as the broader market moves lower.Proto Labs, which provides custom prototypes and on-demand production to a variety of industries and sectors, was swept up in the 3D printing craze last decade. Investors expected 3D printing to become the next great investing trend, but it soon fizzled out when it became apparent that these machines required constant innovation and development.However, Proto Labs isn't quite like most 3D printing companies. Instead of continuously innovating and selling its machines to businesses, it offers its technology as a service. Enterprise customers tell Proto Labs what they need, be it a prototype or a certain number of parts produced, and Proto Labs quickly fulfills the order with the aid of 3D printing, CNC machining, or injection molding. Without the high overhead costs of constant innovation, Proto Labs should be able to generate consistently higher margins than companies just angling to sell 3D printers.What's more, Proto Labs is in far better shape now than it was in 2013, when it was also trading at $50 a share. In 2013, Proto Labs generated $126 million in sales and $0.98 in earnings per share. This year, it's expected to bring in $521 million in sales and $1.64 in estimated per-share earnings. In other words, it's a bargain now with sustained low double-digit growth potential.QorvoA final smart stock to buy with $1,000 as the market corrects lower is radio-frequency (RF) systems supplier Qorvo .It's no secret that the main growth thesis for Qorvo is the ongoing rollout of 5G wireless infrastructure in the U.S. and globally. It's been a decade since wireless download speeds were meaningfully improved, which means consumers and businesses are going to be eager to upgrade their devices, including smartphones, to take advantage of these faster download speeds. Since Qorvo supplies many of the top smartphone producers with components, this product replacement cycle can deliver sustained growth in the company's core revenue-producing segment through at least mid-decade.However, there are intriguing opportunities for Qorvo beyond smartphones. For example, next-gen vehicles and light-electric vehicles are an enormous long-term opportunity for the company. Qorvo currently supplies wireless connectivity solutions via advanced antennas in next-gen vehicles, and can even help connect vehicles to the cloud. It offers intelligent motor controllers for battery-powered bicycles and scooters as well.Of the four smart buys mentioned on this list, Qorvo is unquestionably the value stock of the bunch. With a forward-year price-to-earnings ratio below 10 and a sales growth rate hovering around the double digits, it has the appearance of a no-brainer buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955015035,"gmtCreate":1675070791028,"gmtModify":1676538973911,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579095725705542","authorIdStr":"3579095725705542"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a> pls like thanks&nbsp;","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a> pls like thanks&nbsp;","text":"$Alibaba(BABA)$ pls like thanks","images":[{"img":"https://community-static.tradeup.com/news/50be8fd0c4d1248a34c4dee468e3ad78","width":"1170","height":"2280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9955015035","isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9987868161,"gmtCreate":1667870133153,"gmtModify":1676537976674,"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579095725705542","authorIdStr":"3579095725705542"},"themes":[],"htmlText":"Pls like thanks&nbsp;","listText":"Pls like thanks&nbsp;","text":"Pls like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9987868161","repostId":"2281018610","repostType":4,"repost":{"id":"2281018610","pubTimestamp":1667894060,"share":"https://ttm.financial/m/news/2281018610?lang=&edition=fundamental","pubTime":"2022-11-08 15:54","market":"us","language":"en","title":"3 Stocks You'll Regret Not Buying Ahead of a Rally in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2281018610","media":"Motley Fool","summary":"Brighter days are likely coming, even if it feels hopeless today.","content":"<html><head></head><body><p>The stock market can play tricks on your mind. You feel invincible in a bull market, but in a bear market you feel like you&#39;ll never make money again. It&#39;s been a long fall for many growth stocks in 2022, but keep your head up. Historically, Wall Street has always recovered, and there isn&#39;t a reason why this would be any different.</p><p>The market will probably rebound at some point, so now is a great time to start thinking about your top investment ideas for 2023. Stocks like <b>Shopify</b>, <b><a href=\"https://laohu8.com/S/WDAY\">Workday</a></b>, and <b>Sea Limited</b> were losers in 2022, but here&#39;s why they could be big winners in 2023 and beyond.</p><h2>Stock up on this e-commerce stock</h2><p><b>Will Healy</b> <b>(Shopify): </b>Most long-term Shopify investors probably want to forget 2022. This time last year, it had flirted with all-time highs. However, the bear market hit this one-time high-flyer hard. Since reaching its high, Shopify has lost almost 80% of its value.</p><p>Admittedly, the stock price had probably moved ahead of its growth rate. Also, e-commerce growth slowed as consumers emerged from lockdowns, making its price unsustainable. However, the case for Shopify stock may have <i>improved </i>during that time from a competitive standpoint. It has built an ecosystem to address the direct needs (and many of the indirect needs) of e-commerce businesses.</p><p>Shopify Plus, its software package designed to attract large and high-growth businesses, continues to gain traction. On the Q3 2022 earnings call, Shopify President Harley Finkelstein revealed that Plus claimed 35% of all point-of-sale pro sales in Q3, up from 14% in the year-ago quarter.</p><p>Additionally, the Shopify Fulfillment Network (SFN) facilitates order fulfillment and returns for customers. With Shopify&#39;s purchase of Deliverr complete, it can now serve as a one-stop shop for all logistics needs. The fact that <b>Amazon</b> is its only competitor in this area will help Shopify stand out above software-oriented peers.</p><p>Still, Shopify has returned to losses as the cost of building the fulfillment network weighs on the bottom line. Also, while Q3 revenue of $1.4 billion rose 22%, that lagged the three-year compound annual growth rate for revenue of 52%.</p><p>Nonetheless, for the remainder of 2022, the company predicted slowing operating expense growth and a higher percentage of merchant solutions revenue. Merchant solutions, the segment that includes SFN and other business management services, accounted for 72% of company revenue in Q3. Shopify&#39;s revenue also rose 26% year over year, beating the overall average.</p><p>Moreover, its stock sells for just 9 times sales, a massive reduction from the 45 P/S ratio it reached one year ago. With the company positioned for increased growth, Shopify stock should experience a recovery in 2023.</p><h2>Shares of this workforce management company could bounce back in 2023</h2><p><b>Jake Lerch (Workday):</b> If you think 2023 can be a bounce-back year for the stock market (and I do), it&#39;s worth pondering: Which stocks would benefit the most? For me, Workday is a name that jumps off the page.</p><p>The company is a leading provider of cloud-based workplace solutions. It serves over 50% of Fortune 500 companies, supplying cloud enterprise solutions for human resources, financial planning, and analytics.</p><p>Like many tech stocks, Workday has been hit hard in 2022, with its share price falling 48% year to date. However, the company&#39;s fundamentals remain solid. Workday reported strong second-quarter earnings back in August and is due to report third-quarter earnings in mid-November.</p><p>Revenue continues to grow over 20% on a year-over-year basis and now stands at $5.7 billion over the last 12 months. Of that $5.7 billion, $5 billion comes from subscription revenue. What&#39;s more, back in August, management reiterated its long-term goal to reach $10 billion in annual sales.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c36b8762b254d6758a2888391be91dc4\" tg-width=\"2000\" tg-height=\"1291\" referrerpolicy=\"no-referrer\"/><span>WDAY data by YCharts</span></p><p>Workday continues to grow its customer base and has recently achieved FedRAMP-authorized status, meaning the company can now sell its products to U.S. government agencies.</p><p>It all adds up to a great environment for Workday in 2023 -- if the broader economy can get its act together. Next year the Federal Reserve is likely to pivot away from the massive interest rate hikes that have become the norm in 2022. Meanwhile, double-digit inflation will eventually moderate, relieving some pressure that has held back tech stocks this year.</p><p>And that&#39;s why I think Workday is poised to benefit. It&#39;s a name investors should get to know now -- before next year&#39;s catalysts take its stock significantly higher.</p><h2>This internet company is cutting costs and gearing up for a big 2023</h2><p><b>Justin Pope (Sea Limited):</b> E-commerce, payments, and gaming company Sea Limited was among the big winners during the pandemic, soaring to a peak of roughly 1,000% from its pre-pandemic share price. But as they say, easy come, easy go. The stock has given up virtually all of those gains throughout 2022. Wall Street can be irrational sometimes, which means it can overshoot to both the upside and downside.</p><p>You saw the example of the upside when the stock ballooned to a price-to-sales ratio (P/S) of 30, a valuation showing how much the share price outran the business&#39;s growth during the pandemic. But today, you&#39;re seeing the opposite: The stock is trading at its lowest valuation ever, which might give someone the impression that Sea Limited is a struggling company.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea9b66ac94a2b84e81cfb7c6b8837e45\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"/><span>SE PS Ratio data by YCharts</span></p><p>However, the data primarily disputes that. Sea Limited is generating more revenue than ever. The business saw a surge of growth during the pandemic, including 158% year-over-year revenue growth in Q2 of last year. But instead of declining after such a big leap, revenue increased another 29% in the second quarter of this year. Some may frown at what&#39;s technically a slower growth rate, but it signals that the COVID-19 boost was no fluke. One might even see growth pick back up next year as those tough growth comparables from 2021 pass.</p><p>The company isn&#39;t profitable, but invests heavily to fund growth. Fortunately, management has recognized the need to cut back some and did pull back on some of its expansion efforts in Latin America. Sea Limited is well funded, with $7.8 billion in cash, so the company is on solid financial footing.</p><p>Sea&#39;s seen some bumps in the road, but the car is still on the tracks. Investors can revisit this thought if the company burns through its cash reserves without making considerable progress toward turning a profit. It burned $1.4 billion over the past year, so that $7.4 billion should buy it time. Assuming Sea Limited can continue growing while it reduces its cash burn, the dire valuation leaves room for an upside move once market sentiment improves.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks You'll Regret Not Buying Ahead of a Rally in 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks You'll Regret Not Buying Ahead of a Rally in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-08 15:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/06/3-stocks-youll-regret-not-buying-ahead-of-a-rally/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market can play tricks on your mind. You feel invincible in a bull market, but in a bear market you feel like you'll never make money again. It's been a long fall for many growth stocks in ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/06/3-stocks-youll-regret-not-buying-ahead-of-a-rally/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","SE":"Sea Ltd","WDAY":"Workday"},"source_url":"https://www.fool.com/investing/2022/11/06/3-stocks-youll-regret-not-buying-ahead-of-a-rally/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2281018610","content_text":"The stock market can play tricks on your mind. You feel invincible in a bull market, but in a bear market you feel like you'll never make money again. It's been a long fall for many growth stocks in 2022, but keep your head up. Historically, Wall Street has always recovered, and there isn't a reason why this would be any different.The market will probably rebound at some point, so now is a great time to start thinking about your top investment ideas for 2023. Stocks like Shopify, Workday, and Sea Limited were losers in 2022, but here's why they could be big winners in 2023 and beyond.Stock up on this e-commerce stockWill Healy (Shopify): Most long-term Shopify investors probably want to forget 2022. This time last year, it had flirted with all-time highs. However, the bear market hit this one-time high-flyer hard. Since reaching its high, Shopify has lost almost 80% of its value.Admittedly, the stock price had probably moved ahead of its growth rate. Also, e-commerce growth slowed as consumers emerged from lockdowns, making its price unsustainable. However, the case for Shopify stock may have improved during that time from a competitive standpoint. It has built an ecosystem to address the direct needs (and many of the indirect needs) of e-commerce businesses.Shopify Plus, its software package designed to attract large and high-growth businesses, continues to gain traction. On the Q3 2022 earnings call, Shopify President Harley Finkelstein revealed that Plus claimed 35% of all point-of-sale pro sales in Q3, up from 14% in the year-ago quarter.Additionally, the Shopify Fulfillment Network (SFN) facilitates order fulfillment and returns for customers. With Shopify's purchase of Deliverr complete, it can now serve as a one-stop shop for all logistics needs. The fact that Amazon is its only competitor in this area will help Shopify stand out above software-oriented peers.Still, Shopify has returned to losses as the cost of building the fulfillment network weighs on the bottom line. Also, while Q3 revenue of $1.4 billion rose 22%, that lagged the three-year compound annual growth rate for revenue of 52%.Nonetheless, for the remainder of 2022, the company predicted slowing operating expense growth and a higher percentage of merchant solutions revenue. Merchant solutions, the segment that includes SFN and other business management services, accounted for 72% of company revenue in Q3. Shopify's revenue also rose 26% year over year, beating the overall average.Moreover, its stock sells for just 9 times sales, a massive reduction from the 45 P/S ratio it reached one year ago. With the company positioned for increased growth, Shopify stock should experience a recovery in 2023.Shares of this workforce management company could bounce back in 2023Jake Lerch (Workday): If you think 2023 can be a bounce-back year for the stock market (and I do), it's worth pondering: Which stocks would benefit the most? For me, Workday is a name that jumps off the page.The company is a leading provider of cloud-based workplace solutions. It serves over 50% of Fortune 500 companies, supplying cloud enterprise solutions for human resources, financial planning, and analytics.Like many tech stocks, Workday has been hit hard in 2022, with its share price falling 48% year to date. However, the company's fundamentals remain solid. Workday reported strong second-quarter earnings back in August and is due to report third-quarter earnings in mid-November.Revenue continues to grow over 20% on a year-over-year basis and now stands at $5.7 billion over the last 12 months. Of that $5.7 billion, $5 billion comes from subscription revenue. What's more, back in August, management reiterated its long-term goal to reach $10 billion in annual sales.WDAY data by YChartsWorkday continues to grow its customer base and has recently achieved FedRAMP-authorized status, meaning the company can now sell its products to U.S. government agencies.It all adds up to a great environment for Workday in 2023 -- if the broader economy can get its act together. Next year the Federal Reserve is likely to pivot away from the massive interest rate hikes that have become the norm in 2022. Meanwhile, double-digit inflation will eventually moderate, relieving some pressure that has held back tech stocks this year.And that's why I think Workday is poised to benefit. It's a name investors should get to know now -- before next year's catalysts take its stock significantly higher.This internet company is cutting costs and gearing up for a big 2023Justin Pope (Sea Limited): E-commerce, payments, and gaming company Sea Limited was among the big winners during the pandemic, soaring to a peak of roughly 1,000% from its pre-pandemic share price. But as they say, easy come, easy go. The stock has given up virtually all of those gains throughout 2022. Wall Street can be irrational sometimes, which means it can overshoot to both the upside and downside.You saw the example of the upside when the stock ballooned to a price-to-sales ratio (P/S) of 30, a valuation showing how much the share price outran the business's growth during the pandemic. But today, you're seeing the opposite: The stock is trading at its lowest valuation ever, which might give someone the impression that Sea Limited is a struggling company.SE PS Ratio data by YChartsHowever, the data primarily disputes that. Sea Limited is generating more revenue than ever. The business saw a surge of growth during the pandemic, including 158% year-over-year revenue growth in Q2 of last year. But instead of declining after such a big leap, revenue increased another 29% in the second quarter of this year. Some may frown at what's technically a slower growth rate, but it signals that the COVID-19 boost was no fluke. One might even see growth pick back up next year as those tough growth comparables from 2021 pass.The company isn't profitable, but invests heavily to fund growth. Fortunately, management has recognized the need to cut back some and did pull back on some of its expansion efforts in Latin America. Sea Limited is well funded, with $7.8 billion in cash, so the company is on solid financial footing.Sea's seen some bumps in the road, but the car is still on the tracks. Investors can revisit this thought if the company burns through its cash reserves without making considerable progress toward turning a profit. It burned $1.4 billion over the past year, so that $7.4 billion should buy it time. Assuming Sea Limited can continue growing while it reduces its cash burn, the dire valuation leaves room for an upside move once market sentiment improves.","news_type":1},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}