Gizmo personal page - To The Moon

Gizmo

Gizmo

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01-14

[What] [Miser] [What] [Miser] [What] [What] [What] [Miser] [Miser]

01-13

[Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser]

01-13

Good game and easy to win

@TigerEvents:🐅🌟 TIGER TYCOON CHALLENGE IS ON! 🌟🐅

01-01

Good start for 2024 with the new game

2022-11-01

Join Tiger's Halloween Adventure Win prizes worth up to USD 900*. T&Cs apply.

2022-04-28

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Meta Shares Surge 18% After Facebook Ekes Out User Growth

2022-04-27

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U.S. Stocks To Watch: Boeing, Alphabet, Microsoft and More

2022-04-29

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2021-05-25

Breaking

2021-05-25

Latest

Tesla Slapped With a Fine in Norway for Reducing Battery Capacities and Charging Speeds

2022-05-11

Omg

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2022-05-04

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2022-04-26

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US STOCKS-Nasdaq Ends Sharply Higher After Twitter Agrees to Be Bought By Musk

2022-03-19

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DocuSign Stock Rises as CEO Buy ~$5M in Company Shares

2022-09-01

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Apple: Buy Now And Think Outside The Box

2022-08-25

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2022-07-17

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Is the New Netflix-Microsoft Partnership a Massive Mistake?

2022-06-25

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Palantir: A Strong Recession Play

2022-04-25

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[Miser] [Miser] [Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/262516303839344","isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":262515895451784,"gmtCreate":1705124989800,"gmtModify":1705124994043,"author":{"id":"3579312487183817","authorId":"3579312487183817","name":"Gizmo","avatar":"https://static.tigerbbs.com/887bf6c39b0597e6a9fe6d01520d254e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good game and easy to win","listText":"Good game and easy to win","text":"Good game and easy to win","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/262515895451784","repostId":"248312805347464","repostType":1,"repost":{"id":248312805347464,"gmtCreate":1701660745864,"gmtModify":1703059991513,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"🐅🌟 TIGER TYCOON CHALLENGE IS ON! 🌟🐅","htmlText":"Hey Tycoons! 🎩💼 Ready to embark on the adventure of a lifetime? Introducing the Tiger Tycoon Challenge – where fortunes are made, and USD 888 worth of prizes await the boldest players! 🏰🌈🎯 Objective: Build your empire, score big points, and unlock fabulous rewards!💰 Gold Rush: Grab those shiny gold coins every time you pass by it! Cha-ching! 💰💵🏠 Construct &amp; Conquer: Step on an empty tile to construct a building to gain points! 🏰🏆 Prizes Galore: Hit the prize tile to claim your treasure – it could be anything! 🎁✨🔄 Lucky Draw: Land on the draw tile and brace yourself! You might move forward, backward, or even unlock a secret power! 🔄🔮🚀 Airdrop Alert: Keep your eyes on the sky! Periodically, the Tiger Tycoon map will rain down special rewards like stocks, vouchers, and more. Fastest finge","listText":"Hey Tycoons! 🎩💼 Ready to embark on the adventure of a lifetime? Introducing the Tiger Tycoon Challenge – where fortunes are made, and USD 888 worth of prizes await the boldest players! 🏰🌈🎯 Objective: Build your empire, score big points, and unlock fabulous rewards!💰 Gold Rush: Grab those shiny gold coins every time you pass by it! Cha-ching! 💰💵🏠 Construct &amp; Conquer: Step on an empty tile to construct a building to gain points! 🏰🏆 Prizes Galore: Hit the prize tile to claim your treasure – it could be anything! 🎁✨🔄 Lucky Draw: Land on the draw tile and brace yourself! You might move forward, backward, or even unlock a secret power! 🔄🔮🚀 Airdrop Alert: Keep your eyes on the sky! Periodically, the Tiger Tycoon map will rain down special rewards like stocks, vouchers, and more. Fastest finge","text":"Hey Tycoons! 🎩💼 Ready to embark on the adventure of a lifetime? 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Fastest finge","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248312805347464","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":258141955989768,"gmtCreate":1704056839776,"gmtModify":1704056849883,"author":{"id":"3579312487183817","authorId":"3579312487183817","name":"Gizmo","avatar":"https://static.tigerbbs.com/887bf6c39b0597e6a9fe6d01520d254e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good start for 2024 with the new game","listText":"Good start for 2024 with the new game","text":"Good start for 2024 with the new game","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/258141955989768","isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985396409,"gmtCreate":1667310118002,"gmtModify":1676537895644,"author":{"id":"3579312487183817","authorId":"3579312487183817","name":"Gizmo","avatar":"https://static.tigerbbs.com/887bf6c39b0597e6a9fe6d01520d254e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Join Tiger's Halloween Adventure Win prizes worth up to USD 900*. T&amp;Cs apply.","listText":"Join Tiger's Halloween Adventure Win prizes worth up to USD 900*. T&amp;Cs apply.","text":"Join Tiger's Halloween Adventure Win prizes worth up to USD 900*. T&Cs apply.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985396409","isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982163185,"gmtCreate":1667118373548,"gmtModify":1676537863874,"author":{"id":"3579312487183817","authorId":"3579312487183817","name":"Gizmo","avatar":"https://static.tigerbbs.com/887bf6c39b0597e6a9fe6d01520d254e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Join Tiger's Halloween Adventure Win prizes worth up to USD 900*. T&amp;Cs apply.","listText":"Join Tiger's Halloween Adventure Win prizes worth up to USD 900*. T&amp;Cs apply.","text":"Join Tiger's Halloween Adventure Win prizes worth up to USD 900*. T&Cs apply.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982163185","isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986546547,"gmtCreate":1666999105489,"gmtModify":1676537845611,"author":{"id":"3579312487183817","authorId":"3579312487183817","name":"Gizmo","avatar":"https://static.tigerbbs.com/887bf6c39b0597e6a9fe6d01520d254e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Join Tiger's Halloween Adventure Win prizes worth up to USD 900*. T&amp;Cs apply.","listText":"Join Tiger's Halloween Adventure Win prizes worth up to USD 900*. T&amp;Cs apply.","text":"Join Tiger's Halloween Adventure Win prizes worth up to USD 900*. T&Cs apply.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986546547","isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930562636,"gmtCreate":1661989048828,"gmtModify":1676536617008,"author":{"id":"3579312487183817","authorId":"3579312487183817","name":"Gizmo","avatar":"https://static.tigerbbs.com/887bf6c39b0597e6a9fe6d01520d254e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930562636","repostId":"1175758634","repostType":4,"repost":{"id":"1175758634","pubTimestamp":1661959764,"share":"https://www.laohu8.com/m/news/1175758634?lang=&edition=full","pubTime":"2022-08-31 23:29","market":"us","language":"en","title":"Apple: Buy Now And Think Outside The Box","url":"https://stock-news.laohu8.com/highlight/detail?id=1175758634","media":"Seeking Alpha","summary":"SummaryApple’s iPhone event was announced Sept. 7 amid concerns of growing macroeconomic headwinds.T","content":"<html><head></head><body><p>Summary</p><ul><li>Apple’s iPhone event was announced Sept. 7 amid concerns of growing macroeconomic headwinds.</li><li>The earlier than usual timing of Apple’s iPhone event signifies its supply chain problems from 2021 have been eliminated, a tailwind for a strong iPhone 14 introduction.</li><li>Although smartphone sales have slowed in 2022, Apple’s shipments and market share have actually increased.</li><li>Apple&#39;s lack of quantitative guidance for the quarter adds to speculation and complicates investment strategy.</li><li>I see strong growth potential for Apple from microeconomic factors limited by macroeconomic uncertainties.</li></ul><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> stock has been under pressure since the end July 2022 when research companies started publishing disappointing Q2 smartphone shipments and when Micron (MU) presented dire guidance on memory sales following a slowdown in consumer electronicsproducts like smartphone and PCs.</p><p>In this article, I present my thesis that suggests Apple’s flagship smartphone sales will be better than anticipated by a deep dive into 1H2022 results, as will its other products, in light of Apple’s lack of empirical guidance for F4Q.</p><p><b>Apple&#39;s September 7 Event - Earlier Than Usual A Positive With No Supply Chain Problems</b></p><p>Apple recently sent out invitations to its “Far Out” event slated to be held at the Steve Jobs Theater in Cupertino, California on Sept. 7. As seen in Table 1, all iPhone events since the iPhone 4S in 2011 were introduced later than the Sept. 7, 2022, date of the iPhone 14 event.</p><p><img src=\"https://static.tigerbbs.com/451e6dca9b021a86a3b3e6149c2fc333\" tg-width=\"640\" tg-height=\"406\" referrerpolicy=\"no-referrer\"/>Apple</p><p><i>This suggests that Apple’s supply chain is under control and can deliver on time.</i> In previous years, several iPhones were introduced later than planned, primarily due to supply chain issues. The iPhone 12 was delayed because of 5G parts shortages.</p><p>Last year&#39;s iPhone 13 production ultimately fell 20% short of the initial plan in September and October. The root cause of delays revolved around the need for a supplier ramp of sensor-shift optical image stabilization to all four iPhone 13 models when Apple had only used sensor-shift stabilization on the iPhone 12 Pro Max, while the other models relied on OIS (optical image stabilization).</p><p>Even with the iPhone 14 development, there have been glitches in the camera coating. Rear cameras that Taiwan’s Genius Electronic Optical Co. supplied experienced coating-crack quality issues. As a result, Apple had to move 10 million lens orders to Largan Precision to prevent iPhone 14 shipment delays.</p><p><b>Smartphone Shipments May Be Down, But Apple is Up – A Positive</b></p><p>Much of the negative news surrounding the consumer electronics market is a headline that&#39;s not well thought out. Indeed, smartphone shipments decreased on a YoY basis, but Apple shipments increased.</p><p>Research firm Counterpoint Researchsaidthat Apple saw 147% year-over-year growth in the $1,000 and above portion of the smartphone market, accounting for 46% of the total market.</p><p>On aglobal basis, overall smartphone shipments fell -7% YoY to 291 million units in Q2 2022. But Apple shipped 48 million iPhones worldwide, up +3% YoY, for 16% global market share in Q2 2022, as shown in Chart 1. This is the highest second quarter market share for Apple over the past 10 years, at the expense of leading Chinese brands who were hampered by the sluggish performance in both home and overseas market. Apple had a good quarter, led by iPhone 13 series which continued to ramp up volumes in US, China and other key markets, according to the company.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35ce09c08e448a2b3f6e63ee6c14e875\" tg-width=\"296\" tg-height=\"352\" referrerpolicy=\"no-referrer\"/><span>Strategy Analytics</span></p><p>Chart 1</p><h3>Will Dour Economy Influence iPhone 14 Sales?</h3><p>Macroeconomic headwinds have been a challenge for investors, particularly inflation. In the past month since Apple’s F3Q earnings call, these headwinds have abated somewhat. But the reasoning for moving up the Apple event Sept. 7 has raised speculation that it was done in light of the economic malaise impacting consumers prior to further negative news.</p><p>I see the move as an opportunity for Apple to<i>jump start</i>its supply chain economically since its delivery schedule appears to be stable with no glitches. This strategy will financially help suppliers of components as concerns of layoffs and redundancies are on the horizon. It&#39;s also geared to app developers, many of which are small businesses.</p><p>In the past two weeks on thepositive economic side:</p><ul><li>Consumer confidence reached 103.2 in August, an increase of 7.9 from the final reading of 95.3 for July.</li><li>Producer prices fell 0.5% in July from the month before.</li><li>Home prices jumped to a record high in the second quarter</li><li>U.S. consumer sentiment rose in early August to 55.1, continuing its climb from a record low earlier this summer as inflation expectations improved.</li><li>U.S. retail spending held steady in July, and excluding autos and gasoline, spending rose 0.7%.</li><li>Initial jobless claims inched down to a seasonally adjusted 250,000 last week, a sign the labor market is holding up.</li><li>Employers in the U.S. added about 462,000 more jobs in the year through March than the Labor Department originally estimated.</li><li>U.S. GDP fell less than previously thought in second quarter, contracting at a 0.6% annual rate from April to June, down from an initial 0.9% rate earlier.</li></ul><p>On the not-so-positive side:</p><ul><li>Durable-goods orders unchanged in July, as businesses pulled back on orders for long-lasting goods, reflecting a cooling in demand amid other signs of a slowing U.S. economy.</li><li>Consumer spending inched up 0.1% in July as inflation remained near a four-decade high.</li><li>New applications for unemployment benefits, which edged higher to 262,000 last week, have been on an upward trend since reaching a 50-year low in March.</li><li>Housing starts in the U.S. declined 9.6% in July from the month before as high inflation and higher mortgage rates make it more expensive to build and buy property.</li><li>U.S. existing home sales fell in July for the sixth straight month, the longest streak of declines in more than eight years, as higher mortgage rates and a shortage of homes for sale are cooling the market.</li><li>Businesses pulled back on orders for long-lasting goods, reflecting a cooling in demand amid other signs of a slowing U.S. economy.</li></ul><p>Keep in mind that the above issues are for the U.S. economy, and globally they could be very different. TheConference Boardforecasts global GDP growth of 2.7 percent for 2022 and 1.7 percent for 2023.</p><p>Given stronger-than-expected Q2 data and upward revisions to Q1, forecasts for the full year 2022 are revised upward for the Euro Area. But as headwinds are intensifying, the Conference Board lowered its 2023 GDP growth estimates.</p><p>The full-year 2022 GDP growth projection for China was downgraded by 0.3 percentage points to account for a weaker-than-expected services recovery in the second half of the year.</p><h3><b>Investor Takeaway</b></h3><p>Apple reported F3Q revenue of $63.4 billion with a June quarter revenue record for iPhone.</p><p>At itsF3Q earnings call, according to Luca Maestri - SVP &amp; CFO:</p><blockquote>“iPhone revenue grew 3% year-over-year to a June quarter record of $40.7 billion despite foreign exchange headwinds as customer response to our iPhone 13 family continue to be strong. We set June quarter records in both developed and emerging markets. And the iPhone active installed base reached a new all-time high across all geographies as a result of this level of sales performance combined with unmatched customer loyalty.”</blockquote><p>Table 2 shows Apple&#39;s revenues for FY2020 and FY2021 and my estimates for FY2022 to FY2024. I forecast that for FY2022 only the iPad will be impacted by the slowing demand for consumer electronics products. Other than that data metric, revenue for each product line will increase yearly.</p><p>Apple’s services revenue reaching $112 billion in FY 2024. Importantly, services will grow to 25.6% of total revenues in FY2024, up from 18.7% in FY2021.</p><p>Gross margin was guided sequentially lower (41.5-42.5% versus 43.3% in F3Q). Chart 2 shows Apple’s meteoric rise in gross margins over the past five-year period. In my opinion, the possibility of a guided drop holds less significance given it rose from 38% over the previous four years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cb1c84c3fdbe6c680c06f4b5ddd9064\" tg-width=\"634\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/><span>Chart 2</span></p><p>My main concern is that despite a positive scenario I presented in this article, technology stock performance continues to be strongly correlated with the 10-year Treasury Rate. I discussed this in detail in my July 1, 2022, Seeking Alpha article entitled “Why Are Tech Stocks Selling Off And What Is The Outlook?”</p><p>Chart 3 shows this correlation with Apple shares. U.S. Treasury yields rose again after Fed Chair Powell signaled further interest rate hikes last week. Uncertainty remains high over the course of inflation, energy prices, the war in Ukraine, and economic policy in China. That has resulted in a corresponding drop in Apple shares.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/687b5eefc5a181794d19e62d3abe4c8f\" tg-width=\"634\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Chart 3</span></p><p>While the 10-year Treasury Rate is increasing and responsible for technology shares decreasing, the two-year Treasury Rate is increasing faster. As shown in Chart 4, this has resulted in an inverted yield curve, with the 10-2 year spread at -0.30%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2eab5a850395d356059c7c5ab760570b\" tg-width=\"634\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/><span>Chart 4</span></p><p>An inverted yield curve occurs when near-term risks increase. Investors demand relatively greater compensation from shorter-term Treasuries, and long-term expectations for the economy sour.</p><p>There have been six major US recessions, defined byat least two consecutive quarters of negative GDP growth, since 1976. Represented by gray panels in the below chart, all six recessions were preceded by the 10-2 spread going negative, and each recession occurred less than two years after the 10-2 spread first inverted.</p><p>Apple’s Sept. 7 iPhone 14 event will provide the press with information on increments of performance improvements beyond the iPhone 13. That seems to be standard operating procedure for Apple with each iteration of iPhone announced. However, it&#39;s the backdrop of this event that provides details about the health of the company amid macroeconomic concerns.</p><p>My attempts to “think outside the box” suggest to readers that the “bright spots” in Apple’s timing of the event (a positive) and its ancillary performance in iPhone shipments and market shares (a positive) are a buying opportunity for investors.</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>Apple: Buy Now And Think Outside The Box</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Buy Now And Think Outside The Box\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-31 23:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4538019-apple-buy-now-think-outside-the-box><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple’s iPhone event was announced Sept. 7 amid concerns of growing macroeconomic headwinds.The earlier than usual timing of Apple’s iPhone event signifies its supply chain problems from 2021 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4538019-apple-buy-now-think-outside-the-box\">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://seekingalpha.com/article/4538019-apple-buy-now-think-outside-the-box","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175758634","content_text":"SummaryApple’s iPhone event was announced Sept. 7 amid concerns of growing macroeconomic headwinds.The earlier than usual timing of Apple’s iPhone event signifies its supply chain problems from 2021 have been eliminated, a tailwind for a strong iPhone 14 introduction.Although smartphone sales have slowed in 2022, Apple’s shipments and market share have actually increased.Apple's lack of quantitative guidance for the quarter adds to speculation and complicates investment strategy.I see strong growth potential for Apple from microeconomic factors limited by macroeconomic uncertainties.Apple stock has been under pressure since the end July 2022 when research companies started publishing disappointing Q2 smartphone shipments and when Micron (MU) presented dire guidance on memory sales following a slowdown in consumer electronicsproducts like smartphone and PCs.In this article, I present my thesis that suggests Apple’s flagship smartphone sales will be better than anticipated by a deep dive into 1H2022 results, as will its other products, in light of Apple’s lack of empirical guidance for F4Q.Apple's September 7 Event - Earlier Than Usual A Positive With No Supply Chain ProblemsApple recently sent out invitations to its “Far Out” event slated to be held at the Steve Jobs Theater in Cupertino, California on Sept. 7. As seen in Table 1, all iPhone events since the iPhone 4S in 2011 were introduced later than the Sept. 7, 2022, date of the iPhone 14 event.AppleThis suggests that Apple’s supply chain is under control and can deliver on time. In previous years, several iPhones were introduced later than planned, primarily due to supply chain issues. The iPhone 12 was delayed because of 5G parts shortages.Last year's iPhone 13 production ultimately fell 20% short of the initial plan in September and October. The root cause of delays revolved around the need for a supplier ramp of sensor-shift optical image stabilization to all four iPhone 13 models when Apple had only used sensor-shift stabilization on the iPhone 12 Pro Max, while the other models relied on OIS (optical image stabilization).Even with the iPhone 14 development, there have been glitches in the camera coating. Rear cameras that Taiwan’s Genius Electronic Optical Co. supplied experienced coating-crack quality issues. As a result, Apple had to move 10 million lens orders to Largan Precision to prevent iPhone 14 shipment delays.Smartphone Shipments May Be Down, But Apple is Up – A PositiveMuch of the negative news surrounding the consumer electronics market is a headline that's not well thought out. Indeed, smartphone shipments decreased on a YoY basis, but Apple shipments increased.Research firm Counterpoint Researchsaidthat Apple saw 147% year-over-year growth in the $1,000 and above portion of the smartphone market, accounting for 46% of the total market.On aglobal basis, overall smartphone shipments fell -7% YoY to 291 million units in Q2 2022. But Apple shipped 48 million iPhones worldwide, up +3% YoY, for 16% global market share in Q2 2022, as shown in Chart 1. This is the highest second quarter market share for Apple over the past 10 years, at the expense of leading Chinese brands who were hampered by the sluggish performance in both home and overseas market. Apple had a good quarter, led by iPhone 13 series which continued to ramp up volumes in US, China and other key markets, according to the company.Strategy AnalyticsChart 1Will Dour Economy Influence iPhone 14 Sales?Macroeconomic headwinds have been a challenge for investors, particularly inflation. In the past month since Apple’s F3Q earnings call, these headwinds have abated somewhat. But the reasoning for moving up the Apple event Sept. 7 has raised speculation that it was done in light of the economic malaise impacting consumers prior to further negative news.I see the move as an opportunity for Apple tojump startits supply chain economically since its delivery schedule appears to be stable with no glitches. This strategy will financially help suppliers of components as concerns of layoffs and redundancies are on the horizon. It's also geared to app developers, many of which are small businesses.In the past two weeks on thepositive economic side:Consumer confidence reached 103.2 in August, an increase of 7.9 from the final reading of 95.3 for July.Producer prices fell 0.5% in July from the month before.Home prices jumped to a record high in the second quarterU.S. consumer sentiment rose in early August to 55.1, continuing its climb from a record low earlier this summer as inflation expectations improved.U.S. retail spending held steady in July, and excluding autos and gasoline, spending rose 0.7%.Initial jobless claims inched down to a seasonally adjusted 250,000 last week, a sign the labor market is holding up.Employers in the U.S. added about 462,000 more jobs in the year through March than the Labor Department originally estimated.U.S. GDP fell less than previously thought in second quarter, contracting at a 0.6% annual rate from April to June, down from an initial 0.9% rate earlier.On the not-so-positive side:Durable-goods orders unchanged in July, as businesses pulled back on orders for long-lasting goods, reflecting a cooling in demand amid other signs of a slowing U.S. economy.Consumer spending inched up 0.1% in July as inflation remained near a four-decade high.New applications for unemployment benefits, which edged higher to 262,000 last week, have been on an upward trend since reaching a 50-year low in March.Housing starts in the U.S. declined 9.6% in July from the month before as high inflation and higher mortgage rates make it more expensive to build and buy property.U.S. existing home sales fell in July for the sixth straight month, the longest streak of declines in more than eight years, as higher mortgage rates and a shortage of homes for sale are cooling the market.Businesses pulled back on orders for long-lasting goods, reflecting a cooling in demand amid other signs of a slowing U.S. economy.Keep in mind that the above issues are for the U.S. economy, and globally they could be very different. TheConference Boardforecasts global GDP growth of 2.7 percent for 2022 and 1.7 percent for 2023.Given stronger-than-expected Q2 data and upward revisions to Q1, forecasts for the full year 2022 are revised upward for the Euro Area. But as headwinds are intensifying, the Conference Board lowered its 2023 GDP growth estimates.The full-year 2022 GDP growth projection for China was downgraded by 0.3 percentage points to account for a weaker-than-expected services recovery in the second half of the year.Investor TakeawayApple reported F3Q revenue of $63.4 billion with a June quarter revenue record for iPhone.At itsF3Q earnings call, according to Luca Maestri - SVP & CFO:“iPhone revenue grew 3% year-over-year to a June quarter record of $40.7 billion despite foreign exchange headwinds as customer response to our iPhone 13 family continue to be strong. We set June quarter records in both developed and emerging markets. And the iPhone active installed base reached a new all-time high across all geographies as a result of this level of sales performance combined with unmatched customer loyalty.”Table 2 shows Apple's revenues for FY2020 and FY2021 and my estimates for FY2022 to FY2024. I forecast that for FY2022 only the iPad will be impacted by the slowing demand for consumer electronics products. Other than that data metric, revenue for each product line will increase yearly.Apple’s services revenue reaching $112 billion in FY 2024. Importantly, services will grow to 25.6% of total revenues in FY2024, up from 18.7% in FY2021.Gross margin was guided sequentially lower (41.5-42.5% versus 43.3% in F3Q). Chart 2 shows Apple’s meteoric rise in gross margins over the past five-year period. In my opinion, the possibility of a guided drop holds less significance given it rose from 38% over the previous four years.Chart 2My main concern is that despite a positive scenario I presented in this article, technology stock performance continues to be strongly correlated with the 10-year Treasury Rate. I discussed this in detail in my July 1, 2022, Seeking Alpha article entitled “Why Are Tech Stocks Selling Off And What Is The Outlook?”Chart 3 shows this correlation with Apple shares. U.S. Treasury yields rose again after Fed Chair Powell signaled further interest rate hikes last week. Uncertainty remains high over the course of inflation, energy prices, the war in Ukraine, and economic policy in China. That has resulted in a corresponding drop in Apple shares.Chart 3While the 10-year Treasury Rate is increasing and responsible for technology shares decreasing, the two-year Treasury Rate is increasing faster. As shown in Chart 4, this has resulted in an inverted yield curve, with the 10-2 year spread at -0.30%.Chart 4An inverted yield curve occurs when near-term risks increase. Investors demand relatively greater compensation from shorter-term Treasuries, and long-term expectations for the economy sour.There have been six major US recessions, defined byat least two consecutive quarters of negative GDP growth, since 1976. Represented by gray panels in the below chart, all six recessions were preceded by the 10-2 spread going negative, and each recession occurred less than two years after the 10-2 spread first inverted.Apple’s Sept. 7 iPhone 14 event will provide the press with information on increments of performance improvements beyond the iPhone 13. That seems to be standard operating procedure for Apple with each iteration of iPhone announced. However, it's the backdrop of this event that provides details about the health of the company amid macroeconomic concerns.My attempts to “think outside the box” suggest to readers that the “bright spots” in Apple’s timing of the event (a positive) and its ancillary performance in iPhone shipments and market shares (a positive) are a buying opportunity for investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992799497,"gmtCreate":1661378567822,"gmtModify":1676536504273,"author":{"id":"3579312487183817","authorId":"3579312487183817","name":"Gizmo","avatar":"https://static.tigerbbs.com/887bf6c39b0597e6a9fe6d01520d254e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992799497","repostId":"2261680754","repostType":4,"repost":{"id":"2261680754","pubTimestamp":1661330971,"share":"https://www.laohu8.com/m/news/2261680754?lang=&edition=full","pubTime":"2022-08-24 16:49","market":"us","language":"en","title":"4 Remarkable Growth Stocks Billionaires Can't Stop Buying","url":"https://stock-news.laohu8.com/highlight/detail?id=2261680754","media":"Motley Fool","summary":"A poorly performing market hasn't stopped select billionaires from putting their money to work in four phenomenal growth stocks.","content":"<html><head></head><body><p>This year has served as a clear reminder that the stock market doesn&#39;t move up in a straight line. Since hitting their respective all-time highs between November and January, the broad-based <b>S&amp;P 500</b> and tech-centric <b>Nasdaq Composite</b> both entered a bear market with peak declines of 24% and 34%. The S&amp;P 500&#39;s year-to-date performance through June 2022 was its worst first-half return since 1970!</p><p>Yet in spite of this turmoil, successful money managers haven&#39;t been fazed one bit. We know this thanks to required quarterly 13F filings with the Securities and Exchange Commission (SEC). A 13F allows investors an under-the-hood look at what fund managers with at least $100 million in assets under management (AUM) were buying, selling, and holding in the recently ended quarter.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86a2726b9174984dc74f2cbd11eb01a0\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><p>It was a particularly active quarter for billionaires who chose to pile into a number of highly innovative (and generally beaten-down) growth stocks. What follows are four remarkable growth stocks that billionaires simply can&#39;t stop buying.</p><h2>Upstart Holdings</h2><p>The first phenomenal growth stock that&#39;s attracted the attention of at least one billionaire money manager is cloud-based lending platform <b>Upstart Holdings</b>. Billionaire Philippe Laffont of Coatue Management gobbled up more than 2.36 million shares of Upstart during the second quarter, making it a top-30 position for the hedge fund giant.</p><p>What makes Upstart such an intriguing company is its artificial intelligence (AI)-driven platform. Relying on machine learning for loan vetting has resulted in nearly three-quarters of all loan applications being approved digitally. This saves time and considerable cost for the company&#39;s nearly six dozen lending partners.</p><p>Equally important is the fact that Upstart&#39;s approvals have led to a broader swath of consumers being approved. In general, Upstart-vetted applicants have lower credit scores but have generated similar credit profiles (i.e., delinquency rates) as traditionally vetted applicants with higher average credit scores. The takeaway? Upstart can bring a larger pool of applicants to lenders without increasing their credit risk.</p><p>The big question mark for Upstart is how it&#39;ll fare during an economic downturn with interest rates skyrocketing. Since it hasn&#39;t exactly weathered a true recession or lasting downturn, and lending institutions are clearly becoming pickier about the loans they&#39;ll take on, Upstart&#39;s share price has taken a big hit.</p><p>However, with Upstart demonstrating that it can be quite profitable during long-winded periods of expansion, and the company moving its AI-driven loan-vetting solutions into larger markets, such as auto and small business loans, the sky could be the limit for patient investors.</p><h2>Meta Platforms</h2><p>The second remarkable growth stock that billionaires piled into during Q2 is social media company <b>Meta Platforms</b>. In particular, billionaire Ken Griffin&#39;s Citadel Advisors was a big buyer. All told, Citadel purchased more than 4 million shares, which increased its stake to approximately 4.58 million shares.</p><p>One of the biggest reasons to believe in Meta is the company&#39;s leading social media assets. Facebook, WhatsApp, Instagram, and Facebook Messenger have consistently been among the world&#39;s most downloaded apps. What&#39;s more, these sites collectively drew in 3.65 billion monthly active users during Q2. That&#39;s more than half the world&#39;s adult population. It&#39;s easy to see Meta commanding substantial ad-pricing power during long periods of economic expansion.</p><p>But the future for Meta lies with the metaverse -- the next iteration of the internet which&#39;ll allow connected users to interact with each other and their environment in a 3D virtual world. The infrastructure for the metaverse is going to take years to build out. However, the thinking is that Meta could be a key on-ramp to this $30 trillion opportunity.</p><p>Although ad spending is challenged at the moment, Meta is cheaper than it&#39;s ever been as a publicly traded company. Taking into account its storied history of double-digit annual growth, a forward price-to-earnings ratio of 15, and its more than $40 billion in cash, cash equivalents, and marketable securities, a strong case can be made that Ken Griffin is a genius.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53d9279e3083be7083f486995c017630\" tg-width=\"700\" tg-height=\"450\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>CrowdStrike Holdings</h2><p>A third supercharged growth stock that billionaires clearly can&#39;t stop buying is cybersecurity company <b>CrowdStrike Holdings</b>. Billionaire Steven Cohen of Point72 Asset Management oversaw the purchase of more than 819,000 shares of CrowdStrike during Q2. This increased Point72&#39;s position to around 955,000 shares and made CrowdStrike its 14th largest holding.</p><p>Cohen&#39;s attraction to CrowdStrike might be as simple as the defensive nature of the cybersecurity industry. No matter how well or poorly the U.S. economy and stock market perform, hackers and robots don&#39;t take time off from trying to steal enterprise and consumer data. This creates a rock-solid demand base for cybersecurity providers like CrowdStrike.</p><p>Then again, Cohen might prefer CrowdStrike for its best-of-breed end-user protection. Falcon, as the company&#39;s security platform is known, is driven by AI. Overseeing approximately 1 trillion events daily allows Falcon to grow exponentially better at identifying and responding to potential threats, compared to on-premises security solutions.</p><p>But the most impressive aspect of CrowdStrike might just be what happens when it lands a customer. In a little over five years, the percentage of clients who&#39;ve purchased four or more cloud-module subscriptions has catapulted from 9% to 71%. Furthermore, even though CrowdStrike isn&#39;t the cheapest option, its gross retention rate has hovered near 98% for the past four years. While adding new customers is great -- and is something CrowdStrike doesn&#39;t struggle to do -- the company&#39;s subscription gross margin is benefiting most from existing customers spending more.</p><h2>Shopify</h2><p>The fourth and final remarkable growth stock that billionaires can&#39;t stop buying is cloud-based e-commerce platform <b>Shopify</b>. Billionaire Jim Simons of Renaissance Technologies oversaw the purchase of a whopping 14.04 million shares of Shopify during Q2. This vaulted the company all the way to Renaissance&#39;s No. 26 holding, as of the end of June.</p><p>For Simons, Shopify&#39;s e-commerce potential is probably the biggest draw. Last year, Shopify announced that it had a $153 billion addressable market solely from small businesses. This doesn&#39;t even account for the larger businesses that have begun latching onto Shopify via subscription. With Shopify generating $6 billion in sales last year, it&#39;s still just scratching the tip of the iceberg with regard to its e-commerce potential.</p><p>Another reason for Simons to be excited about Shopify is the company&#39;s innovative capacity. For instance, in 2021 it introduced Shop Pay -- a buy-now, pay-later (BNPL) solution that should help the company&#39;s merchants grow. Ultimately, Shopify does better when its merchants do well. As small businesses grow, they&#39;re more likely to upgrade to a higher-margin (i.e., pricier) subscription service.</p><p>The biggest hurdle for Shopify to overcome is going to be its valuation. Shopify is a retail-dependent company. Back-to-back quarters of gross domestic-product declines for the U.S. economy -- as well as historically high inflation adversely impacting the lowest-earning decile -- spell potential trouble for enterprise and consumer spending. While the future does look bright for e-commerce spending, the next six months to a year could prove quite bumpy for Renaissance&#39;s new investment.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Remarkable Growth Stocks Billionaires Can't Stop Buying</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 Remarkable Growth Stocks Billionaires Can't Stop Buying\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-24 16:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/23/4-growth-stocks-billionaires-cant-stop-buying/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This year has served as a clear reminder that the stock market doesn't move up in a straight line. Since hitting their respective all-time highs between November and January, the broad-based S&P 500 ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/23/4-growth-stocks-billionaires-cant-stop-buying/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","UPST":"Upstart Holdings, Inc.","META":"Meta Platforms","CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://www.fool.com/investing/2022/08/23/4-growth-stocks-billionaires-cant-stop-buying/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261680754","content_text":"This year has served as a clear reminder that the stock market doesn't move up in a straight line. Since hitting their respective all-time highs between November and January, the broad-based S&P 500 and tech-centric Nasdaq Composite both entered a bear market with peak declines of 24% and 34%. The S&P 500's year-to-date performance through June 2022 was its worst first-half return since 1970!Yet in spite of this turmoil, successful money managers haven't been fazed one bit. We know this thanks to required quarterly 13F filings with the Securities and Exchange Commission (SEC). A 13F allows investors an under-the-hood look at what fund managers with at least $100 million in assets under management (AUM) were buying, selling, and holding in the recently ended quarter.Image source: Getty Images.It was a particularly active quarter for billionaires who chose to pile into a number of highly innovative (and generally beaten-down) growth stocks. What follows are four remarkable growth stocks that billionaires simply can't stop buying.Upstart HoldingsThe first phenomenal growth stock that's attracted the attention of at least one billionaire money manager is cloud-based lending platform Upstart Holdings. Billionaire Philippe Laffont of Coatue Management gobbled up more than 2.36 million shares of Upstart during the second quarter, making it a top-30 position for the hedge fund giant.What makes Upstart such an intriguing company is its artificial intelligence (AI)-driven platform. Relying on machine learning for loan vetting has resulted in nearly three-quarters of all loan applications being approved digitally. This saves time and considerable cost for the company's nearly six dozen lending partners.Equally important is the fact that Upstart's approvals have led to a broader swath of consumers being approved. In general, Upstart-vetted applicants have lower credit scores but have generated similar credit profiles (i.e., delinquency rates) as traditionally vetted applicants with higher average credit scores. The takeaway? Upstart can bring a larger pool of applicants to lenders without increasing their credit risk.The big question mark for Upstart is how it'll fare during an economic downturn with interest rates skyrocketing. Since it hasn't exactly weathered a true recession or lasting downturn, and lending institutions are clearly becoming pickier about the loans they'll take on, Upstart's share price has taken a big hit.However, with Upstart demonstrating that it can be quite profitable during long-winded periods of expansion, and the company moving its AI-driven loan-vetting solutions into larger markets, such as auto and small business loans, the sky could be the limit for patient investors.Meta PlatformsThe second remarkable growth stock that billionaires piled into during Q2 is social media company Meta Platforms. In particular, billionaire Ken Griffin's Citadel Advisors was a big buyer. All told, Citadel purchased more than 4 million shares, which increased its stake to approximately 4.58 million shares.One of the biggest reasons to believe in Meta is the company's leading social media assets. Facebook, WhatsApp, Instagram, and Facebook Messenger have consistently been among the world's most downloaded apps. What's more, these sites collectively drew in 3.65 billion monthly active users during Q2. That's more than half the world's adult population. It's easy to see Meta commanding substantial ad-pricing power during long periods of economic expansion.But the future for Meta lies with the metaverse -- the next iteration of the internet which'll allow connected users to interact with each other and their environment in a 3D virtual world. The infrastructure for the metaverse is going to take years to build out. However, the thinking is that Meta could be a key on-ramp to this $30 trillion opportunity.Although ad spending is challenged at the moment, Meta is cheaper than it's ever been as a publicly traded company. Taking into account its storied history of double-digit annual growth, a forward price-to-earnings ratio of 15, and its more than $40 billion in cash, cash equivalents, and marketable securities, a strong case can be made that Ken Griffin is a genius.Image source: Getty Images.CrowdStrike HoldingsA third supercharged growth stock that billionaires clearly can't stop buying is cybersecurity company CrowdStrike Holdings. Billionaire Steven Cohen of Point72 Asset Management oversaw the purchase of more than 819,000 shares of CrowdStrike during Q2. This increased Point72's position to around 955,000 shares and made CrowdStrike its 14th largest holding.Cohen's attraction to CrowdStrike might be as simple as the defensive nature of the cybersecurity industry. No matter how well or poorly the U.S. economy and stock market perform, hackers and robots don't take time off from trying to steal enterprise and consumer data. This creates a rock-solid demand base for cybersecurity providers like CrowdStrike.Then again, Cohen might prefer CrowdStrike for its best-of-breed end-user protection. Falcon, as the company's security platform is known, is driven by AI. Overseeing approximately 1 trillion events daily allows Falcon to grow exponentially better at identifying and responding to potential threats, compared to on-premises security solutions.But the most impressive aspect of CrowdStrike might just be what happens when it lands a customer. In a little over five years, the percentage of clients who've purchased four or more cloud-module subscriptions has catapulted from 9% to 71%. Furthermore, even though CrowdStrike isn't the cheapest option, its gross retention rate has hovered near 98% for the past four years. While adding new customers is great -- and is something CrowdStrike doesn't struggle to do -- the company's subscription gross margin is benefiting most from existing customers spending more.ShopifyThe fourth and final remarkable growth stock that billionaires can't stop buying is cloud-based e-commerce platform Shopify. Billionaire Jim Simons of Renaissance Technologies oversaw the purchase of a whopping 14.04 million shares of Shopify during Q2. This vaulted the company all the way to Renaissance's No. 26 holding, as of the end of June.For Simons, Shopify's e-commerce potential is probably the biggest draw. Last year, Shopify announced that it had a $153 billion addressable market solely from small businesses. This doesn't even account for the larger businesses that have begun latching onto Shopify via subscription. With Shopify generating $6 billion in sales last year, it's still just scratching the tip of the iceberg with regard to its e-commerce potential.Another reason for Simons to be excited about Shopify is the company's innovative capacity. For instance, in 2021 it introduced Shop Pay -- a buy-now, pay-later (BNPL) solution that should help the company's merchants grow. Ultimately, Shopify does better when its merchants do well. As small businesses grow, they're more likely to upgrade to a higher-margin (i.e., pricier) subscription service.The biggest hurdle for Shopify to overcome is going to be its valuation. Shopify is a retail-dependent company. Back-to-back quarters of gross domestic-product declines for the U.S. economy -- as well as historically high inflation adversely impacting the lowest-earning decile -- spell potential trouble for enterprise and consumer spending. While the future does look bright for e-commerce spending, the next six months to a year could prove quite bumpy for Renaissance's new investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9072226500,"gmtCreate":1658042923100,"gmtModify":1676536098124,"author":{"id":"3579312487183817","authorId":"3579312487183817","name":"Gizmo","avatar":"https://static.tigerbbs.com/887bf6c39b0597e6a9fe6d01520d254e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072226500","repostId":"2251841965","repostType":4,"repost":{"id":"2251841965","pubTimestamp":1658022733,"share":"https://www.laohu8.com/m/news/2251841965?lang=&edition=full","pubTime":"2022-07-17 09:52","market":"us","language":"en","title":"Is the New Netflix-Microsoft Partnership a Massive Mistake?","url":"https://stock-news.laohu8.com/highlight/detail?id=2251841965","media":"Motley Fool","summary":"Microsoft will power Netflix's ads, but the competition will be stiff.","content":"<html><head></head><body><p><b>Microsoft</b> (MSFT 1.04%) has signed a deal with <b>Netflix</b> (NFLX 8.20%) to provide the technology and sales expertise that will underpin the streamer&#39;s upcoming ad-supported tier. For Netflix, working with one of the biggest tech firms in the world on one of its most important projects in recent years is somewhat of a boon. And for Microsoft, overseeing the nascent ad product for the most popular streaming service on the planet only serves to boost its suite of marketing services.</p><p>Still, for both companies, the risks of failure can&#39;t be overstated. Netflix has positioned a lower-cost ad-supported offering as a strategy to combat falling subscriber numbers. Meanwhile, Microsoft no longer operates a streaming platform upon which to sell video ads (R.I.P. Mixer). Fundamentally, this is an enormous opportunity for the two companies, but there&#39;s a chance they both might have bitten off more than they can chew.</p><p><img src=\"https://static.tigerbbs.com/cbf031077a10148043ed57861a913572\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>Why not Google or Meta?</h2><p>When talking about advertising in the internet age, <b>Alphabet</b>&#39;s Google and <b>Meta</b> are always part of the conversation. Google generated almost $210 billion from ads last year, while Meta pulled in close to $115 billion. By contrast, Microsoft drew just $10 billion in ad revenue in 2021.</p><p>Of course, Microsoft has never presented itself as an advertising-driven operation -- it&#39;s always been a software and services business. Conversely, Google and Meta built their fortunes by creating successful ad platforms, and their successes have been borne out by the fact that marketers want to use their tools.</p><p>Needless to say, as video has become a major part of the modern web experience, Google and Meta have been there to exploit the advertising opportunities: Google&#39;s YouTube serves 1 billion hours of content each day, while Meta&#39;s Instagram Reels can reach as many as 675.3 million users each month. With those achievements in mind, why didn&#39;t Netflix choose to partner with Google or Meta?</p><h2>The need for control</h2><p>Neither Microsoft nor Netflix have provided specifics about the tie-up, so it&#39;s unwise to speculate whether there were any financial incentives or other favorable terms that helped seal the deal. However, in Netflix&#39;s press release discussing the arrangement, there may be a clue: Netflix wants control.</p><p>&#34;Microsoft has the proven ability to support all our advertising needs as we work together to build a new ad-supported offering,&#34; Netflix stated. &#34;More importantly, Microsoft offered the flexibility to innovate over time on both the technology and sales side, as well as strong privacy protections for our members.&#34;</p><p>Reading between the lines, Netflix seems to suggest it doesn&#39;t yet know how advertising will work on its platform -- if at all. By working with the seventh-most-popular global ad network, it will almost certainly have more say over the frequency and quality of the ads it offers. It&#39;s also possible Microsoft could give them more performance insight than they might get from bigger players. Plus, privacy protections are a bonus because Google and Meta both have muddy histories on that front.</p><h2>Are the trade-offs worth it?</h2><p>Despite all the reasons for Netflix opting to work with Microsoft, there are a host of reasons it could ultimately prove to be a misstep. Notably, it&#39;s not just the money Microsoft has (or has not) previously generated in the ad-network space that matters, it&#39;s also the relationships associated with that revenue. It&#39;s almost inevitable that the larger the ad network, the more connections it has with marketers.</p><p>For Netflix -- a company that&#39;s literally creating a whole new pricing tier subsidized by advertisers -- access to the biggest available pool of marketers will be important. That need will be even greater when you consider the user experience -- subscribers will quickly become irritated if they&#39;re shown the same carousel of ads over and again while binging <i>Stranger Thing</i>s. Does Microsoft have a deep-enough pool of connections to really satisfy Netflix&#39;s needs?</p><p>As things stand, many details of Netflix&#39;s ad-supported plan are still vague, so it&#39;s possible a lot of these concerns may be addressed in the company&#39;s upcoming Q2 earnings call. Investors should see what Netflix says about how its ad-based tier will operate, as well as any details about how long they&#39;re tied to Microsoft. After all, if the streamer wants &#34;flexibility,&#34; part of that idea might be eventually moving to an ad network that has more stature in the advertising industry.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is the New Netflix-Microsoft Partnership a Massive Mistake?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs the New Netflix-Microsoft Partnership a Massive Mistake?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-17 09:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/16/is-the-new-netflix-microsoft-partnership-a-mistake/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (MSFT 1.04%) has signed a deal with Netflix (NFLX 8.20%) to provide the technology and sales expertise that will underpin the streamer's upcoming ad-supported tier. For Netflix, working with...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/16/is-the-new-netflix-microsoft-partnership-a-mistake/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4528":"SaaS概念","BK4516":"特朗普概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4570":"地缘局势概念股","BK4108":"电影和娱乐","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4567":"ESG概念","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","QNETCN":"纳斯达克中美互联网老虎指数","BK4525":"远程办公概念","NFLX":"奈飞","BK4566":"资本集团","MSFT":"微软","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4577":"网络游戏","NGD":"New Gold","BK4527":"明星科技股","BK4538":"云计算","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4097":"系统软件","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4017":"黄金"},"source_url":"https://www.fool.com/investing/2022/07/16/is-the-new-netflix-microsoft-partnership-a-mistake/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2251841965","content_text":"Microsoft (MSFT 1.04%) has signed a deal with Netflix (NFLX 8.20%) to provide the technology and sales expertise that will underpin the streamer's upcoming ad-supported tier. For Netflix, working with one of the biggest tech firms in the world on one of its most important projects in recent years is somewhat of a boon. And for Microsoft, overseeing the nascent ad product for the most popular streaming service on the planet only serves to boost its suite of marketing services.Still, for both companies, the risks of failure can't be overstated. Netflix has positioned a lower-cost ad-supported offering as a strategy to combat falling subscriber numbers. Meanwhile, Microsoft no longer operates a streaming platform upon which to sell video ads (R.I.P. Mixer). Fundamentally, this is an enormous opportunity for the two companies, but there's a chance they both might have bitten off more than they can chew.Image source: Getty Images.Why not Google or Meta?When talking about advertising in the internet age, Alphabet's Google and Meta are always part of the conversation. Google generated almost $210 billion from ads last year, while Meta pulled in close to $115 billion. By contrast, Microsoft drew just $10 billion in ad revenue in 2021.Of course, Microsoft has never presented itself as an advertising-driven operation -- it's always been a software and services business. Conversely, Google and Meta built their fortunes by creating successful ad platforms, and their successes have been borne out by the fact that marketers want to use their tools.Needless to say, as video has become a major part of the modern web experience, Google and Meta have been there to exploit the advertising opportunities: Google's YouTube serves 1 billion hours of content each day, while Meta's Instagram Reels can reach as many as 675.3 million users each month. With those achievements in mind, why didn't Netflix choose to partner with Google or Meta?The need for controlNeither Microsoft nor Netflix have provided specifics about the tie-up, so it's unwise to speculate whether there were any financial incentives or other favorable terms that helped seal the deal. However, in Netflix's press release discussing the arrangement, there may be a clue: Netflix wants control.\"Microsoft has the proven ability to support all our advertising needs as we work together to build a new ad-supported offering,\" Netflix stated. \"More importantly, Microsoft offered the flexibility to innovate over time on both the technology and sales side, as well as strong privacy protections for our members.\"Reading between the lines, Netflix seems to suggest it doesn't yet know how advertising will work on its platform -- if at all. By working with the seventh-most-popular global ad network, it will almost certainly have more say over the frequency and quality of the ads it offers. It's also possible Microsoft could give them more performance insight than they might get from bigger players. Plus, privacy protections are a bonus because Google and Meta both have muddy histories on that front.Are the trade-offs worth it?Despite all the reasons for Netflix opting to work with Microsoft, there are a host of reasons it could ultimately prove to be a misstep. Notably, it's not just the money Microsoft has (or has not) previously generated in the ad-network space that matters, it's also the relationships associated with that revenue. It's almost inevitable that the larger the ad network, the more connections it has with marketers.For Netflix -- a company that's literally creating a whole new pricing tier subsidized by advertisers -- access to the biggest available pool of marketers will be important. That need will be even greater when you consider the user experience -- subscribers will quickly become irritated if they're shown the same carousel of ads over and again while binging Stranger Things. Does Microsoft have a deep-enough pool of connections to really satisfy Netflix's needs?As things stand, many details of Netflix's ad-supported plan are still vague, so it's possible a lot of these concerns may be addressed in the company's upcoming Q2 earnings call. Investors should see what Netflix says about how its ad-based tier will operate, as well as any details about how long they're tied to Microsoft. After all, if the streamer wants \"flexibility,\" part of that idea might be eventually moving to an ad network that has more stature in the advertising industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041712816,"gmtCreate":1656111098636,"gmtModify":1676535767777,"author":{"id":"3579312487183817","authorId":"3579312487183817","name":"Gizmo","avatar":"https://static.tigerbbs.com/887bf6c39b0597e6a9fe6d01520d254e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041712816","repostId":"2245227500","repostType":4,"repost":{"id":"2245227500","pubTimestamp":1656062886,"share":"https://www.laohu8.com/m/news/2245227500?lang=&edition=full","pubTime":"2022-06-24 17:28","market":"us","language":"en","title":"Palantir: A Strong Recession Play","url":"https://stock-news.laohu8.com/highlight/detail?id=2245227500","media":"seekingalpha","summary":"SummaryPalantir’s shares have been trampled upon this year.The firm's government segment and recent ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir’s shares have been trampled upon this year.</li><li>The firm&#39;s government segment and recent contract win should stabilize Palantir as the economy likely heads into a recession.</li><li>Palantir is cashed up and has no financial debt.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/23d0f121f38325521c0b8ebbb42b26b3\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Michael Vi/iStock Editorial via Getty Images</span></p><p>Shares of software analytics company <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> (NYSE:PLTR) have so far lost 50% of their value year to date. This is despite Palantir making significant progress regarding customer acquisition and improving monetization. The market may currently not favor Palantir, but the company represents compelling value for investors in a recession: Palantir has a stable government business with predictable revenues and a very promising commercial business that is seeing accelerating momentum. I believe shares are too cheap given the firm’s potential in the big data niche, and the risk profile around $9 is highly favorable!</p><p><b>Palantir: Down But Not Out</b></p><p>Shares of Palantir have cratered this year as investors swapped growth stocks for value stocks. Inflation is soaring, higher interest rates are starting to create headwinds for stocks, and the Ukraine-Russia conflict has amplified supply chain disruptions. However, I believe Palantir’s government business offers stability and predictable revenue growth during more uncertain and volatile times, while the commercial business provides upside potential.</p><p><img src=\"https://static.tigerbbs.com/980790d9b734c82ef3a21d3baba26516\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Its Government Business Stabilizes Palantir In A Recession</b></p><p>Palantir’s reliance on government contracts is a key asset for the software analytics company, especially if a recession makes it harder for companies to earn a dollar. Palantir’s government business generated $241.8M in revenues in the first-quarter, showing an increase of 16% year over year. Commercial revenues increased at a rate three times faster, as more companies adopt Palantir&#39;s Foundry platforms. Government revenues accounted for 54% of Palantir’s revenues in Q1’22. Going forward, the U.S. government is going to remain Palantir&#39;s largest and most important client.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a46c00ed600f7a80926b31087eb09124\" tg-width=\"724\" tg-height=\"145\" width=\"100%\" height=\"auto\"/><span>Palantir</span></p><p>In the first week of June, Palantir announced that the U.S. Space Systems Command awarded the company a $53.8M contract increase related to deployment of Palantir’s Data-as-a-Service platform. The total deal value has since risen to $175.4M.</p><p>The deal with the U.S. Space Systems Command is only one deal the company has struck lately, and Palantir has been exceptionally successful in growing its combined deal value over time. Palantir ended the first-quarter with a total remaining deal value of $3.5B, showing 26% year-over-year growth. The number of new deals closed soared 157% in Q1’22 to 208, while billings increased 35% year over year to $490M.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d1f3ce19dccc864789948657271d33\" tg-width=\"1280\" tg-height=\"553\" width=\"100%\" height=\"auto\"/><span>Palantir</span></p><p>As the company onboards more clients this year, especially in the commercial business -- which is where Palantir’s acquisition momentum is -- the firm has a real chance of growing its operating margins and achieve profitability. Palantir generates adjusted operating margins of around 30% right now, but could achieve margins between 35-40% longer term as customer monetization improves.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f50d239dc63888e8345c1929345de3d0\" tg-width=\"1280\" tg-height=\"368\" width=\"100%\" height=\"auto\"/><span>Palantir</span></p><p><b>Recession-Proof Balance Sheet</b></p><p>Besides a strong government business, Palantir has a fortress balance sheet that protects the firm against recession-induced downside. The big data company had $2.3B in cash on its balance sheet at the end of the first-quarter, and the company did not have any financial liabilities.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fc937ac14192176064c185ca124af26\" tg-width=\"909\" tg-height=\"692\" width=\"100%\" height=\"auto\"/><span>Palantir</span></p><p><b>Palantir’s Growth Is Discounted</b></p><p>There is no denying it: the market doesn’t value growth stocks very much right now… and this is why shares of Palantir have revalued to just $9. However, I believe Palantir represents deep value at this price and valuation level, in large part because the firm will continue to grow its top line at impressive rates. Management recently reaffirmed its outlook for 30% annual revenue growth until FY 2025, and I believe this is a very achievable goal.</p><p>Palantir is just on the cusp of being profitable, too. Estimates call for $0.16 per-share in profits in FY 2022 and $0.24 per-share in FY 2023. Based off of FY 2023 estimates, Palantir has a price-to-earnings ratio of 38X... which is not a high ratio for a company that expects 30% annual revenue growth.</p><p><img src=\"https://static.tigerbbs.com/a023e3bc055503b924109cea29812007\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Risks With Palantir</b></p><p>A major risk for Palantir would be if the U.S. government, which is responsible for the majority of Palantir’s revenues, decided to reduce its spending on the firm’s products and services during a recession. Another risk is that the company is diluting shareholders... for which Palantir’s management has been rightfully criticized. I would change my mind about Palantir if the company were to scrap its long term guidance of 30% annual revenue growth or if customer acquisition rates deteriorated.</p><p><b>Final Thoughts</b></p><p>Palantir may be down big at the moment, but the long term outlook for revenue growth is unchanged. Palantir has a very profitable government segment that should help stabilize the firm in a recession, and the balance sheet looks very robust as well.</p><p>At the same time, the commercial segment has upside potential through incremental customer acquisition and stronger monetization. Recent contracts wins and Palantir’s massive order backlog all but guarantee steady cash flow for Palantir in the coming years. Shares of Palantir have become way too cheap, and the risk profile remains heavily skewed to the upside!</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: A Strong Recession Play</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: A Strong Recession Play\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-24 17:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4519977-palantir-a-strong-recession-play><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir’s shares have been trampled upon this year.The firm's government segment and recent contract win should stabilize Palantir as the economy likely heads into a recession.Palantir is ...</p>\n\n<a href=\"https://seekingalpha.com/article/4519977-palantir-a-strong-recession-play\">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/4519977-palantir-a-strong-recession-play","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2245227500","content_text":"SummaryPalantir’s shares have been trampled upon this year.The firm's government segment and recent contract win should stabilize Palantir as the economy likely heads into a recession.Palantir is cashed up and has no financial debt.Michael Vi/iStock Editorial via Getty ImagesShares of software analytics company Palantir Technologies Inc. (NYSE:PLTR) have so far lost 50% of their value year to date. This is despite Palantir making significant progress regarding customer acquisition and improving monetization. The market may currently not favor Palantir, but the company represents compelling value for investors in a recession: Palantir has a stable government business with predictable revenues and a very promising commercial business that is seeing accelerating momentum. I believe shares are too cheap given the firm’s potential in the big data niche, and the risk profile around $9 is highly favorable!Palantir: Down But Not OutShares of Palantir have cratered this year as investors swapped growth stocks for value stocks. Inflation is soaring, higher interest rates are starting to create headwinds for stocks, and the Ukraine-Russia conflict has amplified supply chain disruptions. However, I believe Palantir’s government business offers stability and predictable revenue growth during more uncertain and volatile times, while the commercial business provides upside potential.Its Government Business Stabilizes Palantir In A RecessionPalantir’s reliance on government contracts is a key asset for the software analytics company, especially if a recession makes it harder for companies to earn a dollar. Palantir’s government business generated $241.8M in revenues in the first-quarter, showing an increase of 16% year over year. Commercial revenues increased at a rate three times faster, as more companies adopt Palantir's Foundry platforms. Government revenues accounted for 54% of Palantir’s revenues in Q1’22. Going forward, the U.S. government is going to remain Palantir's largest and most important client.PalantirIn the first week of June, Palantir announced that the U.S. Space Systems Command awarded the company a $53.8M contract increase related to deployment of Palantir’s Data-as-a-Service platform. The total deal value has since risen to $175.4M.The deal with the U.S. Space Systems Command is only one deal the company has struck lately, and Palantir has been exceptionally successful in growing its combined deal value over time. Palantir ended the first-quarter with a total remaining deal value of $3.5B, showing 26% year-over-year growth. The number of new deals closed soared 157% in Q1’22 to 208, while billings increased 35% year over year to $490M.PalantirAs the company onboards more clients this year, especially in the commercial business -- which is where Palantir’s acquisition momentum is -- the firm has a real chance of growing its operating margins and achieve profitability. Palantir generates adjusted operating margins of around 30% right now, but could achieve margins between 35-40% longer term as customer monetization improves.PalantirRecession-Proof Balance SheetBesides a strong government business, Palantir has a fortress balance sheet that protects the firm against recession-induced downside. The big data company had $2.3B in cash on its balance sheet at the end of the first-quarter, and the company did not have any financial liabilities.PalantirPalantir’s Growth Is DiscountedThere is no denying it: the market doesn’t value growth stocks very much right now… and this is why shares of Palantir have revalued to just $9. However, I believe Palantir represents deep value at this price and valuation level, in large part because the firm will continue to grow its top line at impressive rates. Management recently reaffirmed its outlook for 30% annual revenue growth until FY 2025, and I believe this is a very achievable goal.Palantir is just on the cusp of being profitable, too. Estimates call for $0.16 per-share in profits in FY 2022 and $0.24 per-share in FY 2023. Based off of FY 2023 estimates, Palantir has a price-to-earnings ratio of 38X... which is not a high ratio for a company that expects 30% annual revenue growth.Risks With PalantirA major risk for Palantir would be if the U.S. government, which is responsible for the majority of Palantir’s revenues, decided to reduce its spending on the firm’s products and services during a recession. Another risk is that the company is diluting shareholders... for which Palantir’s management has been rightfully criticized. I would change my mind about Palantir if the company were to scrap its long term guidance of 30% annual revenue growth or if customer acquisition rates deteriorated.Final ThoughtsPalantir may be down big at the moment, but the long term outlook for revenue growth is unchanged. Palantir has a very profitable government segment that should help stabilize the firm in a recession, and the balance sheet looks very robust as well.At the same time, the commercial segment has upside potential through incremental customer acquisition and stronger monetization. Recent contracts wins and Palantir’s massive order backlog all but guarantee steady cash flow for Palantir in the coming years. Shares of Palantir have become way too cheap, and the risk profile remains heavily skewed to the upside!","news_type":1},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022897801,"gmtCreate":1653516664903,"gmtModify":1676535293680,"author":{"id":"3579312487183817","authorId":"3579312487183817","name":"Gizmo","avatar":"https://static.tigerbbs.com/887bf6c39b0597e6a9fe6d01520d254e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022897801","repostId":"9022976178","repostType":1,"repost":{"id":9022976178,"gmtCreate":1653465782759,"gmtModify":1676535287504,"author":{"id":"3479274730958210","authorId":"3479274730958210","name":"historyiong","avatar":"https://static.laohu8.com/picture65","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"Here Are Warren Buffett's 10 Best Dividend Stocks","htmlText":"By&nbsp;Sean Williams KEY POINTS The Oracle of Omaha's success can be at least partially attributed to his love of dividend stocks. These 10 holdings are on pace to generate over $100 million in annual dividend income for Buffett's company. These passive income powerhouses will bring in between $101 million and $904 million annually for Berkshire Hathaway. You could say&nbsp;Berkshire Hathaway(<a href=\"https://laohu8.com/S/BRK.B\">$Berkshire Hathaway(BRK.B)$</a> )(<a href=\"https://laohu8.com/S/BRK.A\">$Berkshire Hathaway(BRK.A)$</a> )CEO Warren Buffett knows a thing or two about making money. Of the more than four dozen holdings in Berkshire Hathaway's portfolio, 10 are set to provide at least $100 million in passive income over the next year. 1. Chevron The passive income kingpin in Buf","listText":"By&nbsp;Sean Williams KEY POINTS The Oracle of Omaha's success can be at least partially attributed to his love of dividend stocks. These 10 holdings are on pace to generate over $100 million in annual dividend income for Buffett's company. These passive income powerhouses will bring in between $101 million and $904 million annually for Berkshire Hathaway. You could say&nbsp;Berkshire Hathaway(<a href=\"https://laohu8.com/S/BRK.B\">$Berkshire Hathaway(BRK.B)$</a> )(<a href=\"https://laohu8.com/S/BRK.A\">$Berkshire Hathaway(BRK.A)$</a> )CEO Warren Buffett knows a thing or two about making money. Of the more than four dozen holdings in Berkshire Hathaway's portfolio, 10 are set to provide at least $100 million in passive income over the next year. 1. Chevron The passive income kingpin in Buf","text":"By Sean Williams KEY POINTS The Oracle of Omaha's success can be at least partially attributed to his love of dividend stocks. These 10 holdings are on pace to generate over $100 million in annual dividend income for Buffett's company. These passive income powerhouses will bring in between $101 million and $904 million annually for Berkshire Hathaway. You could say Berkshire Hathaway($Berkshire Hathaway(BRK.B)$ )($Berkshire Hathaway(BRK.A)$ )CEO Warren Buffett knows a thing or two about making money. Of the more than four dozen holdings in Berkshire Hathaway's portfolio, 10 are set to provide at least $100 million in passive income over the next year. 1. Chevron The passive income kingpin in Buf","images":[{"img":"https://community-static.tradeup.com/news/e92116e97f06291ec28eda85974acb1b","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/9f04de1bc8a338016804e26ba1c95c78","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/cc21d6aabfd53f63ded95ae16cbd64e1","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022976178","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029382059,"gmtCreate":1652741313271,"gmtModify":1676535149866,"author":{"id":"3579312487183817","authorId":"3579312487183817","name":"Gizmo","avatar":"https://static.tigerbbs.com/887bf6c39b0597e6a9fe6d01520d254e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029382059","repostId":"2235798704","repostType":4,"repost":{"id":"2235798704","pubTimestamp":1652714308,"share":"https://www.laohu8.com/m/news/2235798704?lang=&edition=full","pubTime":"2022-05-16 23:18","market":"us","language":"en","title":"Apple: One Big Time Sale","url":"https://stock-news.laohu8.com/highlight/detail?id=2235798704","media":"Seeking Alpha","summary":"Investment ThesisApple (NASDAQ:AAPL) designs, manufactures, and distributes smartphones, personal co","content":"<html><head></head><body><h2>Investment Thesis</h2><p>Apple (NASDAQ:AAPL) designs, manufactures, and distributes smartphones, personal computers, wearables, and related services. Apple has been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most valuable companies in the world for a while and has leadership positions in numerous fields. Its massive installed device base (1.8B active devices) is pushing Apple&#39;s service revenue upwards at a rapid pace, and the overall company&#39;s profit margin is also improving. Furthermore, Apple is moving to become self-sufficient to reduce costs and mitigate supply chain disruptions, and the effort has been paying off. I expect Apple to continue its success well into the future, and the current volatility in the tech sector is presenting a huge opportunity to grab Apple shares at a discount because:</p><ul><li>Apple&#39;s high margin businesses (Mac and Service segments) are growing at a rapid pace, contributing to great revenue growth and margin expansion.</li><li>Revenue growth trajectory remains solid with an increasing subscription base and new product releases (iPad Air, iPhone SE, and etc.).</li><li>The market volatility and tech sector sell-off dragged Apple&#39;s stock down, and it is now being sold under its pre-pandemic level. This presents a great opportunity.</li></ul><h3>Growing in Right Segments</h3><p>Since I wrote my last article, Apple reported quarterly earnings in late April, and the results continue to demonstrate that Apple is focusing on the correct segments for growth and profitability. Overall revenue grew 9% YoY to $97.3 B, and they generated a whopping $28 B operating cash flow. Particularly, their Mac segment and services segment led the charge.</p><p>Apple has been working on becoming self-sufficient and manufacturing key product components internally. A couple of years ago Apple took the noteworthy action of severing ties with Intel and making their own computer chips. The effort has been paying a great dividend. The Apple M1 (their own chip) has been performing very well against Intel and other chips on the market, and Mac sales have been very strong. Additionally, producing their own chips boosted the profit margins on Mac products.</p><p>Strong performance by Apple Services segment (advertising, AppleCare, Cloud, Digital Content, Payment) is also welcome news for investors. The services segment is a 2x higher gross margin business (72.6%) than the products segment (36.4%), and it has higher growth potential from cloud and digital content. Assisted by its massive installed device base (1.8 B active devices), AppleCare has great potential for increasing revenue as well. Overall, the strong performance from Mac and Services shows that there are good days ahead.</p><p><img src=\"https://static.tigerbbs.com/141d5a91e5df23365dae251e9bab5e0b\" tg-width=\"640\" tg-height=\"187\" referrerpolicy=\"no-referrer\"/></p><p>Performance by Segments (SEC Filings)</p><p><img src=\"https://static.tigerbbs.com/121762b45f7dec13cf921113a187da10\" tg-width=\"640\" tg-height=\"184\" referrerpolicy=\"no-referrer\"/></p><p>Gross Margins of Apple by Segments (SEC Filings)</p><h4>Strong Revenue Growth Trajectory</h4><p>Apple has been growing at a solid pace (10% per year, 5-year average) in the past several years, and the revenue growth is accelerating. This acceleration is due to multiple factors. The first one is the continuing strong performance from new products, and there is no sign that this trend is going to end. During the last quarter, Apple released iPhone SE with 5 G technology, iPad Air with M1 chip, all-new Mac Studio, and all-new Apple Studio Display.</p><p>As mentioned before, Apple currently has 1.8 B active device bases, and the number is expected to grow with the release of new products. The active base has been growing at about 100-150 million per year (1.4 B, 1.5 B, 1.65 B, and 1.8 B in 2019, 2020, 2021, and 2022, respectively). Also, this larger installed base will translate into greater revenue growth from AppleCare, advertising, and cloud services. Currently, Apple has about 785 M subscribers to these services.</p><p><img src=\"https://static.tigerbbs.com/ac35dc5d8146da0ab3d88270dbc0b6db\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><h4>Favorable Valuation Thanks to Volatility</h4><p>Ongoing volatility caused by supply chain disruption, inflation, war, and Federal Reserve&#39;s changing policies dragged the whole tech sector severely down. Nasdaq index is down from 16,000 in November 2021 to below 12,000. This volatility dragged great companies like Apple along, and now Apple stock is trading below its pre-pandemic level (current P/E ratio of 23.8x vs. pre-pandemic P/E around 25.5x). This presents a great opportunity for investors to grab Apple shares at a bargain.</p><p><img src=\"https://static.tigerbbs.com/60f28dab37b8c21b885a326a9994c721\" tg-width=\"640\" tg-height=\"386\" referrerpolicy=\"no-referrer\"/></p><p>Nasdaq Index (CNBC)</p><h2>Intrinsic Value Estimation</h2><p>I used DCF model to estimate the intrinsic value of Apple. For the estimation, I utilized current EBITDA ($130 B) as a proxy for cash flow and WACC of 9.0% as the discount rate. For the base case, I assumed EBITDA growth of 20% (Sector median) for the next 5 years and zero growth afterwards (zero terminal growth). For the bullish and very bullish case, I assumed EBITDA growth of 22% and 24%, respectively, for the next 5 years and zero growth afterwards.</p><p>The estimation revealed that the current stock price presents 20-30% upside. Given their technological superiority, organic/inorganic growth, and market dominance, I expect them to achieve this upside with ease.</p><table><tbody><tr><td></td><td><p>Price Target</p></td><td><p>Upside</p></td></tr><tr><td><p>Base Case</p></td><td><p>$170.23</p></td><td><p>16%</p></td></tr><tr><td><p>Bullish Case</p></td><td><p>$182.92</p></td><td><p>24%</p></td></tr><tr><td><p>Very Bullish Case</p></td><td><p>$196.41</p></td><td><p>34%</p></td></tr></tbody></table><p>The assumptions and data used for the price target estimation are summarized below:</p><ul><li>WACC: 9.0%</li><li>EBITDA Growth Rate: 20% (Base Case), 22% (Bullish Case), 24% (Very Bullish Case)</li><li>Current EBITDA: $130 B</li><li>Current Stock Price: $147.11 (05/14/2022)</li><li>Tax rate: 20%</li></ul><h2>Cappuccino Stock Rating</h2><p>The details of the metric is explained in this article.</p><table><colgroup></colgroup><tbody><tr><td></td><td>Weighting</td><td>AAPL</td></tr><tr><td>Economic Moat Strength</td><td>30%</td><td>5</td></tr><tr><td>Financial Strength</td><td>30%</td><td>4</td></tr><tr><td>Growth Rate vs. Sector</td><td>15%</td><td>3</td></tr><tr><td>Margin of Safety</td><td>15%</td><td>5</td></tr><tr><td>Sector Outlook</td><td>10%</td><td>4</td></tr><tr><td><b>Overall</b></td><td></td><td><b>4.3</b></td></tr></tbody></table><h4><b>Economic Moat Strength - 5/5</b></h4><p>Apple gets 5 out of 5. Apple is a clear leader with exceptional competitive edge. Their competitive edge stems from technological superiority, switching costs, and network effects.</p><h4><b>Financial Strength - 4/5</b></h4><p>Apple has $51.5 B in cash and a high covered ratio (45.13x), but their liquidity (current ratio at 0.93x and quick ratio of 0.76x) is in line with the sector.</p><h4><b>Growth Rate - 3/5</b></h4><p>Apple is growing at a pace consistent with their overall industry. Apple’s most recent annual revenue growth was 18.63% (vs. sector median of 19.98%). Given their leadership position and strong revenue, these revenue growth numbers are great. However, compared to hyper growth companies in the start-up or ramping-up phase with 50-60% growth rates, it’s hard to give out 4 or 5 stars.</p><h4><b>Margin of Safety - 5/5</b></h4><p>Apple is trading ~25% under intrinsic value at this point. The ongoing market volatility and tech sector struggles are providing a great opportunity to grab Apple’s shares under intrinsic value. Their P/E ratio is below pre-pandemic level, which just doesn&#39;t make sense.</p><h4><b>Sector Outlook - 4/5</b></h4><p>The tech sector will keep on growing at a rapid pace with new technology and markets, but the smartphone and laptop segments won’t be the fastest growing segment in tech. There will be adequate, but not exceptional, growth.</p><h2>Risk</h2><p>Apple&#39;s main segment is still the iPhone, and competition within the smartphone market is only increasing and getting complex. Also, consumer preference is diversifying in terms of preferred features (camera quality, computing/memory performance, weight/size, etc.). The iPhone family still commands a leadership position based on technological superiority, switching cost, and brand image, so I don&#39;t expect Apple to struggle. However, I wouldn&#39;t expect large growth from the iPhone segment in the future.</p><p><img src=\"https://static.tigerbbs.com/5030495bf9b76a7a51f6dd535431666c\" tg-width=\"640\" tg-height=\"370\" referrerpolicy=\"no-referrer\"/></p><p>Global Smartphone Market Share (Counterpoint)</p><p>As mentioned before, Apple has been moving towards self-sufficiency by manufacturing their own parts. So far, the effort has impacted the business in a positive way by improving margins and mitigating supply chain disruption. However, relying on their own parts can result in isolation, lower technological development, and less market penetration. One example is the Japanese cellphone makers (Panasonic, Sharp, or NEC). They were way ahead in terms of innovation, but they failed to achieve global success. This is an extreme case, and I don&#39;t expect this will be the problem for Apple. However, investors should monitor whether Apple is maintaining its cutting-edge technology as they transition towards being more self-sufficient.</p><h2>Conclusion</h2><p>Apple has been an outstanding investment for a couple of decades at this point. Their technological superiority, brand image, and switching cost provide a great economic moat, and new products and services will keep their growth engine running. Based on their strong financials and market leading position, I expect Apple to excel in the foreseeable future. I expect 20-30% upside.</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>Apple: One Big Time Sale</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: One Big Time Sale\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-16 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4511930-apple-one-big-time-sale><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment ThesisApple (NASDAQ:AAPL) designs, manufactures, and distributes smartphones, personal computers, wearables, and related services. Apple has been one of the most valuable companies in the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4511930-apple-one-big-time-sale\">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://seekingalpha.com/article/4511930-apple-one-big-time-sale","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2235798704","content_text":"Investment ThesisApple (NASDAQ:AAPL) designs, manufactures, and distributes smartphones, personal computers, wearables, and related services. Apple has been one of the most valuable companies in the world for a while and has leadership positions in numerous fields. Its massive installed device base (1.8B active devices) is pushing Apple's service revenue upwards at a rapid pace, and the overall company's profit margin is also improving. Furthermore, Apple is moving to become self-sufficient to reduce costs and mitigate supply chain disruptions, and the effort has been paying off. I expect Apple to continue its success well into the future, and the current volatility in the tech sector is presenting a huge opportunity to grab Apple shares at a discount because:Apple's high margin businesses (Mac and Service segments) are growing at a rapid pace, contributing to great revenue growth and margin expansion.Revenue growth trajectory remains solid with an increasing subscription base and new product releases (iPad Air, iPhone SE, and etc.).The market volatility and tech sector sell-off dragged Apple's stock down, and it is now being sold under its pre-pandemic level. This presents a great opportunity.Growing in Right SegmentsSince I wrote my last article, Apple reported quarterly earnings in late April, and the results continue to demonstrate that Apple is focusing on the correct segments for growth and profitability. Overall revenue grew 9% YoY to $97.3 B, and they generated a whopping $28 B operating cash flow. Particularly, their Mac segment and services segment led the charge.Apple has been working on becoming self-sufficient and manufacturing key product components internally. A couple of years ago Apple took the noteworthy action of severing ties with Intel and making their own computer chips. The effort has been paying a great dividend. The Apple M1 (their own chip) has been performing very well against Intel and other chips on the market, and Mac sales have been very strong. Additionally, producing their own chips boosted the profit margins on Mac products.Strong performance by Apple Services segment (advertising, AppleCare, Cloud, Digital Content, Payment) is also welcome news for investors. The services segment is a 2x higher gross margin business (72.6%) than the products segment (36.4%), and it has higher growth potential from cloud and digital content. Assisted by its massive installed device base (1.8 B active devices), AppleCare has great potential for increasing revenue as well. Overall, the strong performance from Mac and Services shows that there are good days ahead.Performance by Segments (SEC Filings)Gross Margins of Apple by Segments (SEC Filings)Strong Revenue Growth TrajectoryApple has been growing at a solid pace (10% per year, 5-year average) in the past several years, and the revenue growth is accelerating. This acceleration is due to multiple factors. The first one is the continuing strong performance from new products, and there is no sign that this trend is going to end. During the last quarter, Apple released iPhone SE with 5 G technology, iPad Air with M1 chip, all-new Mac Studio, and all-new Apple Studio Display.As mentioned before, Apple currently has 1.8 B active device bases, and the number is expected to grow with the release of new products. The active base has been growing at about 100-150 million per year (1.4 B, 1.5 B, 1.65 B, and 1.8 B in 2019, 2020, 2021, and 2022, respectively). Also, this larger installed base will translate into greater revenue growth from AppleCare, advertising, and cloud services. Currently, Apple has about 785 M subscribers to these services.Data by YChartsFavorable Valuation Thanks to VolatilityOngoing volatility caused by supply chain disruption, inflation, war, and Federal Reserve's changing policies dragged the whole tech sector severely down. Nasdaq index is down from 16,000 in November 2021 to below 12,000. This volatility dragged great companies like Apple along, and now Apple stock is trading below its pre-pandemic level (current P/E ratio of 23.8x vs. pre-pandemic P/E around 25.5x). This presents a great opportunity for investors to grab Apple shares at a bargain.Nasdaq Index (CNBC)Intrinsic Value EstimationI used DCF model to estimate the intrinsic value of Apple. For the estimation, I utilized current EBITDA ($130 B) as a proxy for cash flow and WACC of 9.0% as the discount rate. For the base case, I assumed EBITDA growth of 20% (Sector median) for the next 5 years and zero growth afterwards (zero terminal growth). For the bullish and very bullish case, I assumed EBITDA growth of 22% and 24%, respectively, for the next 5 years and zero growth afterwards.The estimation revealed that the current stock price presents 20-30% upside. Given their technological superiority, organic/inorganic growth, and market dominance, I expect them to achieve this upside with ease.Price TargetUpsideBase Case$170.2316%Bullish Case$182.9224%Very Bullish Case$196.4134%The assumptions and data used for the price target estimation are summarized below:WACC: 9.0%EBITDA Growth Rate: 20% (Base Case), 22% (Bullish Case), 24% (Very Bullish Case)Current EBITDA: $130 BCurrent Stock Price: $147.11 (05/14/2022)Tax rate: 20%Cappuccino Stock RatingThe details of the metric is explained in this article.WeightingAAPLEconomic Moat Strength30%5Financial Strength30%4Growth Rate vs. Sector15%3Margin of Safety15%5Sector Outlook10%4Overall4.3Economic Moat Strength - 5/5Apple gets 5 out of 5. Apple is a clear leader with exceptional competitive edge. Their competitive edge stems from technological superiority, switching costs, and network effects.Financial Strength - 4/5Apple has $51.5 B in cash and a high covered ratio (45.13x), but their liquidity (current ratio at 0.93x and quick ratio of 0.76x) is in line with the sector.Growth Rate - 3/5Apple is growing at a pace consistent with their overall industry. Apple’s most recent annual revenue growth was 18.63% (vs. sector median of 19.98%). Given their leadership position and strong revenue, these revenue growth numbers are great. However, compared to hyper growth companies in the start-up or ramping-up phase with 50-60% growth rates, it’s hard to give out 4 or 5 stars.Margin of Safety - 5/5Apple is trading ~25% under intrinsic value at this point. The ongoing market volatility and tech sector struggles are providing a great opportunity to grab Apple’s shares under intrinsic value. Their P/E ratio is below pre-pandemic level, which just doesn't make sense.Sector Outlook - 4/5The tech sector will keep on growing at a rapid pace with new technology and markets, but the smartphone and laptop segments won’t be the fastest growing segment in tech. There will be adequate, but not exceptional, growth.RiskApple's main segment is still the iPhone, and competition within the smartphone market is only increasing and getting complex. Also, consumer preference is diversifying in terms of preferred features (camera quality, computing/memory performance, weight/size, etc.). The iPhone family still commands a leadership position based on technological superiority, switching cost, and brand image, so I don't expect Apple to struggle. However, I wouldn't expect large growth from the iPhone segment in the future.Global Smartphone Market Share (Counterpoint)As mentioned before, Apple has been moving towards self-sufficiency by manufacturing their own parts. So far, the effort has impacted the business in a positive way by improving margins and mitigating supply chain disruption. However, relying on their own parts can result in isolation, lower technological development, and less market penetration. One example is the Japanese cellphone makers (Panasonic, Sharp, or NEC). They were way ahead in terms of innovation, but they failed to achieve global success. This is an extreme case, and I don't expect this will be the problem for Apple. However, investors should monitor whether Apple is maintaining its cutting-edge technology as they transition towards being more self-sufficient.ConclusionApple has been an outstanding investment for a couple of decades at this point. Their technological superiority, brand image, and switching cost provide a great economic moat, and new products and services will keep their growth engine running. Based on their strong financials and market leading position, I expect Apple to excel in the foreseeable future. I expect 20-30% upside.","news_type":1},"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9064346334,"gmtCreate":1652282829728,"gmtModify":1676535068769,"author":{"id":"3579312487183817","authorId":"3579312487183817","name":"Gizmo","avatar":"https://static.tigerbbs.com/887bf6c39b0597e6a9fe6d01520d254e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9064346334","repostId":"1117455809","repostType":4,"repost":{"id":"1117455809","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":1652276520,"share":"https://www.laohu8.com/m/news/1117455809?lang=&edition=full","pubTime":"2022-05-11 21:42","market":"us","language":"en","title":"Unity Software Stock Plunged 36% in Morning Trading on Weak Revenue Guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=1117455809","media":"Tiger Newspress","summary":"Unity Software Inc. shares plummeted 36% in morning trading after the company issued second-quarter ","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/U\">Unity Software Inc.</a> shares plummeted 36% in morning trading after the company issued second-quarter revenue guidance below analysts&#39; expectations in conjunction with its first-quarter results.<img src=\"https://static.tigerbbs.com/52ac30f05f6355836762a5b2dbd3c667\" tg-width=\"830\" tg-height=\"662\" referrerpolicy=\"no-referrer\"/>The video gaming software developer widened its loss to $177.6 million, or 60 cents a share, for the quarter ended March 31, compared to a loss of $107.5 million, or 39 cents a share, in the year-ago period. Adjusted loss was 8 cents a share, matching analysts&#39; expectations.</p><p>Revenue rose to $320.1 million from $234.8 million. Analysts polled by FactSet expected $320.8 million.</p><p>The company issued guidance for the second quarter and said it is lowering guidance for 2022 due to expected challenges with monetization products.</p><p>For the second quarter, Unity Software guided for revenue between $290 million and $295 million. Analysts polled by FactSet expect $360 million in the second quarter. The company guided for revenue in 2022 between $1.35 billion and $1.43 billion, below analysts&#39; expectations of $1.5 billion for the year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Unity Software Stock Plunged 36% in Morning Trading on Weak Revenue Guidance</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\">\nUnity Software Stock Plunged 36% in Morning Trading on Weak Revenue Guidance\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\">2022-05-11 21:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/U\">Unity Software Inc.</a> shares plummeted 36% in morning trading after the company issued second-quarter revenue guidance below analysts&#39; expectations in conjunction with its first-quarter results.<img src=\"https://static.tigerbbs.com/52ac30f05f6355836762a5b2dbd3c667\" tg-width=\"830\" tg-height=\"662\" referrerpolicy=\"no-referrer\"/>The video gaming software developer widened its loss to $177.6 million, or 60 cents a share, for the quarter ended March 31, compared to a loss of $107.5 million, or 39 cents a share, in the year-ago period. Adjusted loss was 8 cents a share, matching analysts&#39; expectations.</p><p>Revenue rose to $320.1 million from $234.8 million. Analysts polled by FactSet expected $320.8 million.</p><p>The company issued guidance for the second quarter and said it is lowering guidance for 2022 due to expected challenges with monetization products.</p><p>For the second quarter, Unity Software guided for revenue between $290 million and $295 million. Analysts polled by FactSet expect $360 million in the second quarter. The company guided for revenue in 2022 between $1.35 billion and $1.43 billion, below analysts&#39; expectations of $1.5 billion for the year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U":"Unity Software Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117455809","content_text":"Unity Software Inc. shares plummeted 36% in morning trading after the company issued second-quarter revenue guidance below analysts' expectations in conjunction with its first-quarter results.The video gaming software developer widened its loss to $177.6 million, or 60 cents a share, for the quarter ended March 31, compared to a loss of $107.5 million, or 39 cents a share, in the year-ago period. Adjusted loss was 8 cents a share, matching analysts' expectations.Revenue rose to $320.1 million from $234.8 million. Analysts polled by FactSet expected $320.8 million.The company issued guidance for the second quarter and said it is lowering guidance for 2022 due to expected challenges with monetization products.For the second quarter, Unity Software guided for revenue between $290 million and $295 million. Analysts polled by FactSet expect $360 million in the second quarter. The company guided for revenue in 2022 between $1.35 billion and $1.43 billion, below analysts' expectations of $1.5 billion for the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061429672,"gmtCreate":1651669272029,"gmtModify":1676534945119,"author":{"id":"3579312487183817","authorId":"3579312487183817","name":"Gizmo","avatar":"https://static.tigerbbs.com/887bf6c39b0597e6a9fe6d01520d254e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061429672","repostId":"1193489057","repostType":4,"repost":{"id":"1193489057","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":1651666395,"share":"https://www.laohu8.com/m/news/1193489057?lang=&edition=full","pubTime":"2022-05-04 20:13","market":"us","language":"en","title":"Pre-Bell｜US Stock Futures Higher; Moderna Rallied 8.1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1193489057","media":"Tiger Newspress","summary":"U.S. stock futures traded higher in early pre-market trade ahead of the much-awaited interest rate d","content":"<html><head></head><body><p>U.S. stock futures traded higher in early pre-market trade ahead of the much-awaited interest rate decision from the Federal Reserve.</p><h2><b>Market Snapshot</b></h2><p>At 08:05 a.m. ET, Dow e-minis were up 121 points, or 0.37%, S&amp;P 500 e-minis were up 17.25 points, or 0.41%, and Nasdaq 100 e-minis were up 46 points, or 0.35%.</p><p><img src=\"https://static.tigerbbs.com/8776b50d125202272c05eaa8c27fc3a8\" tg-width=\"416\" tg-height=\"191\" referrerpolicy=\"no-referrer\"/></p><h2><b>Pre-Market Movers</b></h2><p>Uber(UBER) – Uber fell 1% in premarket trading after it reported a quarterly loss and revenue that beat estimates. Uber saw ride volumes increase during the quarter while food deliveries also continued to grow.</p><p>Brinker International(EAT) – The parent of Chili’s and other restaurant chains fell 10 cents shy of estimates with adjusted quarterly earnings of 92 cents per share, and issued a weaker-than-expected earnings outlook. Brinker pointed to challenging commodity and labor costs, and shares tumbled 10.3% in the premarket.</p><p>Generac(GNRC) – The maker of backup generators and other power equipment jumped 5.3% in the premarket after beating top and bottom-line estimates for its latest quarter. Generac earned an adjusted $2.09 per share, beating the $1.94 consensus estimate.</p><p>Moderna(MRNA) – Moderna shares rallied 8.1% in premarket trading, as the vaccine maker’s quarterly results came in well above estimates. Moderna earned $8.58 per share for the quarter, compared with a consensus estimate of $5.21.</p><p>Tupperware(TUP) – The storage products maker saw shares slump 19.9% in the premarket after it missed top and bottom-line estimates for its latest quarter and withdrew its full-year forecast. the company cited uncertainty related to the Russia/Ukraine conflict as well as fundamental changes being made to its business.</p><p>Lyft(LYFT) – Lyft plummeted 25.4% in premarket trading after the ride-hailing company said it would increase spending to attract more drivers, leading to an earnings forecast that fell short of Wall Street predictions.</p><p>Starbucks(SBUX) – Starbucks matched estimates with an adjusted quarterly profit of 59 cents per share, and revenue slightly above estimates. CEO Howard Schultz detailed improved wages and benefits for the coffee chain’s employees, although he added that unionized locations would need to negotiate their own deals. Starbucks jumped 6.4% in the premarket.</p><p>Advanced Micro Devices(AMD) – AMD shares surged 6.1% in the premarket after the chipmaker reported a top and bottom-line beat for its latest quarter. AMD earned an adjusted $1.13 per share, compared with a consensus estimate of 91 cents. It also issued a stronger-than-expected outlook amid increased demand from data centers for its chips.</p><p>Airbnb(ABNB) - Airbnb posted a quarterly loss of 3 cents per share, narrower than the 29-cent loss analysts were anticipating. Revenue also beat forecasts, as travelers continued to book rentals even in the face of rising prices by hosts. Airbnb jumped 5.2% in premarket action.</p><p>Match Group(MTCH) – Match Group shares slid 6.1% in premarket trading, following the news that the dating service’s CEO Shar Dubey will resign at the end of May. She’ll be replaced byZynga(ZNGA) president Bernard Kim. Separately, Match Group reported better-than-expected profit and revenue for its latest quarter.</p><p>Livent(LTHM) – The lithium producer’s shares soared 19.8% in premarket action after it posted better-than-expected quarterly earnings and raised its 2022 revenue forecast. Livent is benefiting from strong demand for lithium used in electric vehicle batteries.</p><p>Akamai Technologies(AKAM) – The cybersecurity company’s shares plunged 13.9% in the premarket after Akamai missed bottom-line estimates for its latest quarter, although revenue was in line. CEO Tom Leighton noted the company faced a challenging global environment as well as headwinds related to a strong U.S. dollar.</p><h2><b>Market News</b></h2><h3>Federal Reserve Poised for First 50bp Rate Hike in 22 Years: FOMC Preview</h3><p>Federal Reserve policymakers have explained what they plan to do on Wednesday in their comments up through April 23. They&#39;re set to hike rates by 50 basis points at this meeting and likely subsequent ones, and they&#39;ll start shrinking the central bank&#39;s balance sheet in June.</p><p>The federal funds rate target range currently stands at 0.25%-0.50% after the Federal Open Market Committee hiked the benchmark rate range by 25bps at the March meeting, its first increase since 2018.</p><h3>Elon Musk Floats Idea of &#34;Slight Cost&#34; for Commercial Twitter Users</h3><p>Elon Musk has floated the idea of introducing a fee for some users of <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> once he completes his $44 billion buyout of the social media platform.</p><p>&#34;Twitter will always be free for casual users, but maybe a slight cost for commercial/government users,&#34; Musk said in a tweet on Tuesday.</p><p>&#34;Some revenue is better than none!&#34; he added in another tweet.</p><h3>Barrick Gold Non-GAAP EPS of $0.26 Beats by $0.02, Revenue of $2.85B Beats by $100M</h3><p>Barrick Gold (NYSE:GOLD): Q1  Non-GAAP EPS of $0.26  beats by $0.02. Barrick Gold shares rose 0.4% in premarket trading.</p><p>Revenue of $2.85B (-3.7% Y/Y)  beats by $100M. Operating cash flow of $1,004 million and free cash flow1 of $393 million for the quarter. Net cash of $743 million results in a $0.20 per share dividend for Q1 2022, inclusive of a $0.10 per share performance dividend.</p><h3>CVS Health Posts an Earnings Beat and Lifts Fiscal-Year Guidance</h3><p>CVS Health reported first-quarter adjusted earnings that topped analysts’ forecasts and the company raised its earnings range outlook for the fiscal year.</p><p>CVS posted first-quarter adjusted earnings of $2.22 a share. Revenue rose 11.2% to $76.83 billion.</p><p>Analysts surveyed by FactSet expected CVS (ticker: CVS) to earn an adjusted $2.17 a share on sales of $75.5 billion. A year earlier, the company reported a profit of $2.04 a share on sales of $69.1 billion.</p><h3>Taco Bell Parent Yum Brands Misses Quarterly Sales Estimates</h3><p>Taco Bell parent Yum Brands Inc missed Wall Street estimates for quarterly comparable sales on Wednesday, as industry-wide supply chain shortfalls and staffing pressures bit into the company&#39;s business.</p><p>The company, which also owns KFC and Pizza Hut chains, said comparable sales rose 3% in the first quarter, compared with analysts&#39; average estimate for a 3.8% increase.</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>Pre-Bell｜US Stock Futures Higher; Moderna Rallied 8.1%</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\">\nPre-Bell｜US Stock Futures Higher; Moderna Rallied 8.1%\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\">2022-05-04 20:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock futures traded higher in early pre-market trade ahead of the much-awaited interest rate decision from the Federal Reserve.</p><h2><b>Market Snapshot</b></h2><p>At 08:05 a.m. ET, Dow e-minis were up 121 points, or 0.37%, S&amp;P 500 e-minis were up 17.25 points, or 0.41%, and Nasdaq 100 e-minis were up 46 points, or 0.35%.</p><p><img src=\"https://static.tigerbbs.com/8776b50d125202272c05eaa8c27fc3a8\" tg-width=\"416\" tg-height=\"191\" referrerpolicy=\"no-referrer\"/></p><h2><b>Pre-Market Movers</b></h2><p>Uber(UBER) – Uber fell 1% in premarket trading after it reported a quarterly loss and revenue that beat estimates. Uber saw ride volumes increase during the quarter while food deliveries also continued to grow.</p><p>Brinker International(EAT) – The parent of Chili’s and other restaurant chains fell 10 cents shy of estimates with adjusted quarterly earnings of 92 cents per share, and issued a weaker-than-expected earnings outlook. Brinker pointed to challenging commodity and labor costs, and shares tumbled 10.3% in the premarket.</p><p>Generac(GNRC) – The maker of backup generators and other power equipment jumped 5.3% in the premarket after beating top and bottom-line estimates for its latest quarter. Generac earned an adjusted $2.09 per share, beating the $1.94 consensus estimate.</p><p>Moderna(MRNA) – Moderna shares rallied 8.1% in premarket trading, as the vaccine maker’s quarterly results came in well above estimates. Moderna earned $8.58 per share for the quarter, compared with a consensus estimate of $5.21.</p><p>Tupperware(TUP) – The storage products maker saw shares slump 19.9% in the premarket after it missed top and bottom-line estimates for its latest quarter and withdrew its full-year forecast. the company cited uncertainty related to the Russia/Ukraine conflict as well as fundamental changes being made to its business.</p><p>Lyft(LYFT) – Lyft plummeted 25.4% in premarket trading after the ride-hailing company said it would increase spending to attract more drivers, leading to an earnings forecast that fell short of Wall Street predictions.</p><p>Starbucks(SBUX) – Starbucks matched estimates with an adjusted quarterly profit of 59 cents per share, and revenue slightly above estimates. CEO Howard Schultz detailed improved wages and benefits for the coffee chain’s employees, although he added that unionized locations would need to negotiate their own deals. Starbucks jumped 6.4% in the premarket.</p><p>Advanced Micro Devices(AMD) – AMD shares surged 6.1% in the premarket after the chipmaker reported a top and bottom-line beat for its latest quarter. AMD earned an adjusted $1.13 per share, compared with a consensus estimate of 91 cents. It also issued a stronger-than-expected outlook amid increased demand from data centers for its chips.</p><p>Airbnb(ABNB) - Airbnb posted a quarterly loss of 3 cents per share, narrower than the 29-cent loss analysts were anticipating. Revenue also beat forecasts, as travelers continued to book rentals even in the face of rising prices by hosts. Airbnb jumped 5.2% in premarket action.</p><p>Match Group(MTCH) – Match Group shares slid 6.1% in premarket trading, following the news that the dating service’s CEO Shar Dubey will resign at the end of May. She’ll be replaced byZynga(ZNGA) president Bernard Kim. Separately, Match Group reported better-than-expected profit and revenue for its latest quarter.</p><p>Livent(LTHM) – The lithium producer’s shares soared 19.8% in premarket action after it posted better-than-expected quarterly earnings and raised its 2022 revenue forecast. Livent is benefiting from strong demand for lithium used in electric vehicle batteries.</p><p>Akamai Technologies(AKAM) – The cybersecurity company’s shares plunged 13.9% in the premarket after Akamai missed bottom-line estimates for its latest quarter, although revenue was in line. CEO Tom Leighton noted the company faced a challenging global environment as well as headwinds related to a strong U.S. dollar.</p><h2><b>Market News</b></h2><h3>Federal Reserve Poised for First 50bp Rate Hike in 22 Years: FOMC Preview</h3><p>Federal Reserve policymakers have explained what they plan to do on Wednesday in their comments up through April 23. They&#39;re set to hike rates by 50 basis points at this meeting and likely subsequent ones, and they&#39;ll start shrinking the central bank&#39;s balance sheet in June.</p><p>The federal funds rate target range currently stands at 0.25%-0.50% after the Federal Open Market Committee hiked the benchmark rate range by 25bps at the March meeting, its first increase since 2018.</p><h3>Elon Musk Floats Idea of &#34;Slight Cost&#34; for Commercial Twitter Users</h3><p>Elon Musk has floated the idea of introducing a fee for some users of <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> once he completes his $44 billion buyout of the social media platform.</p><p>&#34;Twitter will always be free for casual users, but maybe a slight cost for commercial/government users,&#34; Musk said in a tweet on Tuesday.</p><p>&#34;Some revenue is better than none!&#34; he added in another tweet.</p><h3>Barrick Gold Non-GAAP EPS of $0.26 Beats by $0.02, Revenue of $2.85B Beats by $100M</h3><p>Barrick Gold (NYSE:GOLD): Q1  Non-GAAP EPS of $0.26  beats by $0.02. Barrick Gold shares rose 0.4% in premarket trading.</p><p>Revenue of $2.85B (-3.7% Y/Y)  beats by $100M. Operating cash flow of $1,004 million and free cash flow1 of $393 million for the quarter. Net cash of $743 million results in a $0.20 per share dividend for Q1 2022, inclusive of a $0.10 per share performance dividend.</p><h3>CVS Health Posts an Earnings Beat and Lifts Fiscal-Year Guidance</h3><p>CVS Health reported first-quarter adjusted earnings that topped analysts’ forecasts and the company raised its earnings range outlook for the fiscal year.</p><p>CVS posted first-quarter adjusted earnings of $2.22 a share. Revenue rose 11.2% to $76.83 billion.</p><p>Analysts surveyed by FactSet expected CVS (ticker: CVS) to earn an adjusted $2.17 a share on sales of $75.5 billion. A year earlier, the company reported a profit of $2.04 a share on sales of $69.1 billion.</p><h3>Taco Bell Parent Yum Brands Misses Quarterly Sales Estimates</h3><p>Taco Bell parent Yum Brands Inc missed Wall Street estimates for quarterly comparable sales on Wednesday, as industry-wide supply chain shortfalls and staffing pressures bit into the company&#39;s business.</p><p>The company, which also owns KFC and Pizza Hut chains, said comparable sales rose 3% in the first quarter, compared with analysts&#39; average estimate for a 3.8% increase.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193489057","content_text":"U.S. stock futures traded higher in early pre-market trade ahead of the much-awaited interest rate decision from the Federal Reserve.Market SnapshotAt 08:05 a.m. ET, Dow e-minis were up 121 points, or 0.37%, S&P 500 e-minis were up 17.25 points, or 0.41%, and Nasdaq 100 e-minis were up 46 points, or 0.35%.Pre-Market MoversUber(UBER) – Uber fell 1% in premarket trading after it reported a quarterly loss and revenue that beat estimates. Uber saw ride volumes increase during the quarter while food deliveries also continued to grow.Brinker International(EAT) – The parent of Chili’s and other restaurant chains fell 10 cents shy of estimates with adjusted quarterly earnings of 92 cents per share, and issued a weaker-than-expected earnings outlook. Brinker pointed to challenging commodity and labor costs, and shares tumbled 10.3% in the premarket.Generac(GNRC) – The maker of backup generators and other power equipment jumped 5.3% in the premarket after beating top and bottom-line estimates for its latest quarter. Generac earned an adjusted $2.09 per share, beating the $1.94 consensus estimate.Moderna(MRNA) – Moderna shares rallied 8.1% in premarket trading, as the vaccine maker’s quarterly results came in well above estimates. Moderna earned $8.58 per share for the quarter, compared with a consensus estimate of $5.21.Tupperware(TUP) – The storage products maker saw shares slump 19.9% in the premarket after it missed top and bottom-line estimates for its latest quarter and withdrew its full-year forecast. the company cited uncertainty related to the Russia/Ukraine conflict as well as fundamental changes being made to its business.Lyft(LYFT) – Lyft plummeted 25.4% in premarket trading after the ride-hailing company said it would increase spending to attract more drivers, leading to an earnings forecast that fell short of Wall Street predictions.Starbucks(SBUX) – Starbucks matched estimates with an adjusted quarterly profit of 59 cents per share, and revenue slightly above estimates. CEO Howard Schultz detailed improved wages and benefits for the coffee chain’s employees, although he added that unionized locations would need to negotiate their own deals. Starbucks jumped 6.4% in the premarket.Advanced Micro Devices(AMD) – AMD shares surged 6.1% in the premarket after the chipmaker reported a top and bottom-line beat for its latest quarter. AMD earned an adjusted $1.13 per share, compared with a consensus estimate of 91 cents. It also issued a stronger-than-expected outlook amid increased demand from data centers for its chips.Airbnb(ABNB) - Airbnb posted a quarterly loss of 3 cents per share, narrower than the 29-cent loss analysts were anticipating. Revenue also beat forecasts, as travelers continued to book rentals even in the face of rising prices by hosts. Airbnb jumped 5.2% in premarket action.Match Group(MTCH) – Match Group shares slid 6.1% in premarket trading, following the news that the dating service’s CEO Shar Dubey will resign at the end of May. She’ll be replaced byZynga(ZNGA) president Bernard Kim. Separately, Match Group reported better-than-expected profit and revenue for its latest quarter.Livent(LTHM) – The lithium producer’s shares soared 19.8% in premarket action after it posted better-than-expected quarterly earnings and raised its 2022 revenue forecast. Livent is benefiting from strong demand for lithium used in electric vehicle batteries.Akamai Technologies(AKAM) – The cybersecurity company’s shares plunged 13.9% in the premarket after Akamai missed bottom-line estimates for its latest quarter, although revenue was in line. CEO Tom Leighton noted the company faced a challenging global environment as well as headwinds related to a strong U.S. dollar.Market NewsFederal Reserve Poised for First 50bp Rate Hike in 22 Years: FOMC PreviewFederal Reserve policymakers have explained what they plan to do on Wednesday in their comments up through April 23. They're set to hike rates by 50 basis points at this meeting and likely subsequent ones, and they'll start shrinking the central bank's balance sheet in June.The federal funds rate target range currently stands at 0.25%-0.50% after the Federal Open Market Committee hiked the benchmark rate range by 25bps at the March meeting, its first increase since 2018.Elon Musk Floats Idea of \"Slight Cost\" for Commercial Twitter UsersElon Musk has floated the idea of introducing a fee for some users of Twitter once he completes his $44 billion buyout of the social media platform.\"Twitter will always be free for casual users, but maybe a slight cost for commercial/government users,\" Musk said in a tweet on Tuesday.\"Some revenue is better than none!\" he added in another tweet.Barrick Gold Non-GAAP EPS of $0.26 Beats by $0.02, Revenue of $2.85B Beats by $100MBarrick Gold (NYSE:GOLD): Q1  Non-GAAP EPS of $0.26  beats by $0.02. Barrick Gold shares rose 0.4% in premarket trading.Revenue of $2.85B (-3.7% Y/Y)  beats by $100M. Operating cash flow of $1,004 million and free cash flow1 of $393 million for the quarter. Net cash of $743 million results in a $0.20 per share dividend for Q1 2022, inclusive of a $0.10 per share performance dividend.CVS Health Posts an Earnings Beat and Lifts Fiscal-Year GuidanceCVS Health reported first-quarter adjusted earnings that topped analysts’ forecasts and the company raised its earnings range outlook for the fiscal year.CVS posted first-quarter adjusted earnings of $2.22 a share. Revenue rose 11.2% to $76.83 billion.Analysts surveyed by FactSet expected CVS (ticker: CVS) to earn an adjusted $2.17 a share on sales of $75.5 billion. A year earlier, the company reported a profit of $2.04 a share on sales of $69.1 billion.Taco Bell Parent Yum Brands Misses Quarterly Sales EstimatesTaco Bell parent Yum Brands Inc missed Wall Street estimates for quarterly comparable sales on Wednesday, as industry-wide supply chain shortfalls and staffing pressures bit into the company's business.The company, which also owns KFC and Pizza Hut chains, said comparable sales rose 3% in the first quarter, compared with analysts' average estimate for a 3.8% increase.","news_type":1},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060408055,"gmtCreate":1651186578185,"gmtModify":1676534864351,"author":{"id":"3579312487183817","authorId":"3579312487183817","name":"Gizmo","avatar":"https://static.tigerbbs.com/887bf6c39b0597e6a9fe6d01520d254e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060408055","repostId":"2230454741","repostType":4,"repost":{"id":"2230454741","pubTimestamp":1651132673,"share":"https://www.laohu8.com/m/news/2230454741?lang=&edition=full","pubTime":"2022-04-28 15:57","market":"us","language":"en","title":"Palantir Technologies Stock: Bear vs. Bull","url":"https://stock-news.laohu8.com/highlight/detail?id=2230454741","media":"Motley Fool","summary":"The data-mining firm is still a polarizing investment.","content":"<html><head></head><body><p><b>Palantir Technologies&#39;</b> stock took investors on a wild ride after it went public via a direct listing on Sept. 30, 2020. The data-mining firm&#39;s shares started trading at $10, closed at an all-time high of $39 last January, but subsequently tumbled all the way back to about $12 a share.</p><p>Does that pullback represent a good buying opportunity for patient investors? Let&#39;s review the bull and bear cases to decide.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a745be90180fb00049b4e1dd3a5ed89\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>What does Palantir do?</h2><p>Palantir operates two main software platforms: Gotham, which serves government clients; and Foundry, which serves large enterprises and private organizations. A third platform, Apollo, provides automatic software updates for both platforms as a cloud-based service.</p><p>Palantir&#39;s software aggregates data from disparate sources and then analyzes it with artificial intelligence algorithms to help organizations make informed decisions. For example, the U.S. Army uses Gotham to collect intel from various government agencies and local sources to plan missions. Large companies can also use its algorithms to streamline their operations.</p><h2>Why do the bulls love Palantir?</h2><p>The bulls love Palantir because it has firm ties to the U.S. government, it generates robust growth, and its gross margins are expanding.</p><p>Palantir&#39;s revenue rose 47% in 2020, then grew 41% to $1.54 billion in 2021. It ended 2021 with a high dollar-based net retention rate of 131%, and it expects its revenue to grow by at least 30% annually through 2025.</p><p>Its government revenue in 2021 rose 34% to $645 million, but it still decelerated from its 77% growth in 2020. However, its commercial revenue in 2021 increased 47% to $897 million, which accelerated from its 22% growth in 2020.</p><p>The acceleration of its commercial business silenced the bears who initially claimed Palantir would struggle against similar data-mining companies like <b>C3.ai</b>, <b>Alteryx</b>, and <b><a href=\"https://laohu8.com/S/CRM\">Salesforce</a></b> in the crowded enterprise analytics market.</p><p>The bulls also believe its government slowdown is temporary since it still secured plenty of new deals over the past year. In addition, Ukraine war could generate fresh tailwinds for Gotham as more government agencies upgrade their analytics systems to counter the threat of new cyberattacks and military aggression across Europe.</p><p>Palantir&#39;s adjusted gross margin rose from 71% in 2019 to 81% in 2020, then increased to 82% in 2021. That ongoing expansion indicates it still has plenty of pricing power in the data mining and analytics market.</p><h2>Why do the bears hate Palantir?</h2><p>The bears dislike Palantir because it faces a hidden competitor within the U.S. government, it&#39;s unprofitable, and its stock still isn&#39;t cheap.</p><p>Palantir has a controversial reputation because its co-founder Peter Thiel was a vocal supporter of former President Donald Trump. Immigration and Customs Enforcement&#39;s (ICE) usage of Gotham to deport undocumented immigrants also sparked internal protests and resignations across the company.</p><p>Those controversies, along with long-term cost concerns, have reportedly driven ICE to develop its own internal replacement for Gotham called RAVEn. If other U.S. government agencies follow ICE&#39;s lead, Palantir&#39;s dream of becoming the &#34;default operating system for data across the U.S. government&#34; (which it boldly set in its S-1 filing) could quickly end.</p><p>Palantir&#39;s net loss widened from $580 million in 2019 to $1.17 billion in 2020, partly due to the costs of its direct listing, and narrowed to $520 million in 2021. That red ink makes Palantir a risky stock to own as interest rates rise.</p><p>Palantir&#39;s stock has nearly taken a round trip back to its initial opening price, but it still isn&#39;t undervalued at 12 times this year&#39;s sales. By comparison, <b>Twilio </b>(TWLO -6.26%) -- the cloud-based communications company which expects to generate at least 30% organic revenue growth over the next few years -- trades at just six times this year&#39;s sales.</p><p>To make matter worse, Palantir continues to dilute its shares with its generous stock-based compensation (50% of its revenue in 2021) as its insiders cash out. On a weighted-average basis, Palantir&#39;s outstanding shares nearly doubled in 2021. Yet over the past three months, its insiders sold more than twice as many shares as they purchased.</p><h2>The bears still have the upper hand</h2><p>Palantir&#39;s business should continue to grow at an impressive clip this year, but its ongoing losses, dilution, and insider sales indicate its stock could still drop even further in this challenging market. Therefore, I believe investors should avoid Palantir until its price-to-sales ratio drops to the single digits.</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>Palantir Technologies Stock: Bear vs. Bull</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 Technologies Stock: Bear vs. Bull\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-28 15:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/27/palantir-technologies-stock-bear-vs-bull/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies' stock took investors on a wild ride after it went public via a direct listing on Sept. 30, 2020. The data-mining firm's shares started trading at $10, closed at an all-time high...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/27/palantir-technologies-stock-bear-vs-bull/\">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.fool.com/investing/2022/04/27/palantir-technologies-stock-bear-vs-bull/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2230454741","content_text":"Palantir Technologies' stock took investors on a wild ride after it went public via a direct listing on Sept. 30, 2020. The data-mining firm's shares started trading at $10, closed at an all-time high of $39 last January, but subsequently tumbled all the way back to about $12 a share.Does that pullback represent a good buying opportunity for patient investors? Let's review the bull and bear cases to decide.Image source: Getty Images.What does Palantir do?Palantir operates two main software platforms: Gotham, which serves government clients; and Foundry, which serves large enterprises and private organizations. A third platform, Apollo, provides automatic software updates for both platforms as a cloud-based service.Palantir's software aggregates data from disparate sources and then analyzes it with artificial intelligence algorithms to help organizations make informed decisions. For example, the U.S. Army uses Gotham to collect intel from various government agencies and local sources to plan missions. Large companies can also use its algorithms to streamline their operations.Why do the bulls love Palantir?The bulls love Palantir because it has firm ties to the U.S. government, it generates robust growth, and its gross margins are expanding.Palantir's revenue rose 47% in 2020, then grew 41% to $1.54 billion in 2021. It ended 2021 with a high dollar-based net retention rate of 131%, and it expects its revenue to grow by at least 30% annually through 2025.Its government revenue in 2021 rose 34% to $645 million, but it still decelerated from its 77% growth in 2020. However, its commercial revenue in 2021 increased 47% to $897 million, which accelerated from its 22% growth in 2020.The acceleration of its commercial business silenced the bears who initially claimed Palantir would struggle against similar data-mining companies like C3.ai, Alteryx, and Salesforce in the crowded enterprise analytics market.The bulls also believe its government slowdown is temporary since it still secured plenty of new deals over the past year. In addition, Ukraine war could generate fresh tailwinds for Gotham as more government agencies upgrade their analytics systems to counter the threat of new cyberattacks and military aggression across Europe.Palantir's adjusted gross margin rose from 71% in 2019 to 81% in 2020, then increased to 82% in 2021. That ongoing expansion indicates it still has plenty of pricing power in the data mining and analytics market.Why do the bears hate Palantir?The bears dislike Palantir because it faces a hidden competitor within the U.S. government, it's unprofitable, and its stock still isn't cheap.Palantir has a controversial reputation because its co-founder Peter Thiel was a vocal supporter of former President Donald Trump. Immigration and Customs Enforcement's (ICE) usage of Gotham to deport undocumented immigrants also sparked internal protests and resignations across the company.Those controversies, along with long-term cost concerns, have reportedly driven ICE to develop its own internal replacement for Gotham called RAVEn. If other U.S. government agencies follow ICE's lead, Palantir's dream of becoming the \"default operating system for data across the U.S. government\" (which it boldly set in its S-1 filing) could quickly end.Palantir's net loss widened from $580 million in 2019 to $1.17 billion in 2020, partly due to the costs of its direct listing, and narrowed to $520 million in 2021. That red ink makes Palantir a risky stock to own as interest rates rise.Palantir's stock has nearly taken a round trip back to its initial opening price, but it still isn't undervalued at 12 times this year's sales. By comparison, Twilio (TWLO -6.26%) -- the cloud-based communications company which expects to generate at least 30% organic revenue growth over the next few years -- trades at just six times this year's sales.To make matter worse, Palantir continues to dilute its shares with its generous stock-based compensation (50% of its revenue in 2021) as its insiders cash out. On a weighted-average basis, Palantir's outstanding shares nearly doubled in 2021. Yet over the past three months, its insiders sold more than twice as many shares as they purchased.The bears still have the upper handPalantir's business should continue to grow at an impressive clip this year, but its ongoing losses, dilution, and insider sales indicate its stock could still drop even further in this challenging market. Therefore, I believe investors should avoid Palantir until its price-to-sales ratio drops to the single digits.","news_type":1},"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060381110,"gmtCreate":1651103123192,"gmtModify":1676534849204,"author":{"id":"3579312487183817","authorId":"3579312487183817","name":"Gizmo","avatar":"https://static.tigerbbs.com/887bf6c39b0597e6a9fe6d01520d254e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060381110","repostId":"1164859165","repostType":4,"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087785234,"gmtCreate":1651058359508,"gmtModify":1676534841684,"author":{"id":"3579312487183817","authorId":"3579312487183817","name":"Gizmo","avatar":"https://static.tigerbbs.com/887bf6c39b0597e6a9fe6d01520d254e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087785234","repostId":"1140483126","repostType":4,"repost":{"id":"1140483126","pubTimestamp":1651049568,"share":"https://www.laohu8.com/m/news/1140483126?lang=&edition=full","pubTime":"2022-04-27 16:52","market":"us","language":"en","title":"U.S. Stocks To Watch: Boeing, Alphabet, Microsoft and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1140483126","media":"benzinga","summary":"Some of the stocks that may grab investor focus today are:Wall Street expects The Boeing Company BA ","content":"<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><p>Wall Street expects <b>The Boeing Company</b> BA to report a quarterly loss at $0.12 per share on revenue of $15.83 billion before the opening bell. Boeing shares fell 0.1% to $166.95 in after-hours trading.</p><p><b>Alphabet Inc</b> GOOGL reported weaker-than-expected earnings for its first quarter on Tuesday. The company’s board also authorized a huge stock buyback program of $70.0 billion of its Class A and Class C shares, representing about 4% of its market cap based on the last closing price. Alphabet shares dropped 3.2% to $2,314.62 in the after-hours trading session.</p><p><b>Microsoft Corporation</b> MSFT reported better-than-expected results for its third quarter. Microsoft shares jumped 4.5% to $282.40 in the after-hours trading session.</p><p>Analysts are expecting <b>T-Mobile US, Inc.</b> TMUS to have earned $0.32 per share on revenue of $20.11 billion for the latest quarter. The company will release earnings before the markets open. T-Mobile shares gained 2.3% to $127.77 in after-hours trading.</p><p><b>Visa Inc.</b> V reported better-than-expected earnings and sales results for its second quarter on Tuesday. Visa shares climbed 4.1% to $209.36 in the after-hours trading session.</p><p>Analysts expect <b>Meta Platforms, Inc.</b> FB to report quarterly earnings at $2.56 per share on revenue of $28.21 billion after the closing bell. Meta Platforms shares fell 2.4% to $176.64 in after-hours trading.</p><p>After the markets close, <b>Ford Motor Company</b> F is projected to post quarterly earnings at $0.37 per share on revenue of $31.24 billion. Ford shares fell 0.3% to $14.66 in after-hours trading.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks To Watch: Boeing, Alphabet, Microsoft 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\">\nU.S. Stocks To Watch: Boeing, Alphabet, Microsoft and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-27 16:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/22/04/26831483/7-stocks-to-watch-for-april-27-2022><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some of the stocks that may grab investor focus today are:Wall Street expects The Boeing Company BA to report a quarterly loss at $0.12 per share on revenue of $15.83 billion before the opening bell. ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/04/26831483/7-stocks-to-watch-for-april-27-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","V":"Visa","TMUS":"T-Mobile US Inc","BA":"波音","GOOGL":"谷歌A","F":"福特汽车"},"source_url":"https://www.benzinga.com/news/earnings/22/04/26831483/7-stocks-to-watch-for-april-27-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140483126","content_text":"Some of the stocks that may grab investor focus today are:Wall Street expects The Boeing Company BA to report a quarterly loss at $0.12 per share on revenue of $15.83 billion before the opening bell. Boeing shares fell 0.1% to $166.95 in after-hours trading.Alphabet Inc GOOGL reported weaker-than-expected earnings for its first quarter on Tuesday. The company’s board also authorized a huge stock buyback program of $70.0 billion of its Class A and Class C shares, representing about 4% of its market cap based on the last closing price. Alphabet shares dropped 3.2% to $2,314.62 in the after-hours trading session.Microsoft Corporation MSFT reported better-than-expected results for its third quarter. Microsoft shares jumped 4.5% to $282.40 in the after-hours trading session.Analysts are expecting T-Mobile US, Inc. TMUS to have earned $0.32 per share on revenue of $20.11 billion for the latest quarter. The company will release earnings before the markets open. T-Mobile shares gained 2.3% to $127.77 in after-hours trading.Visa Inc. V reported better-than-expected earnings and sales results for its second quarter on Tuesday. Visa shares climbed 4.1% to $209.36 in the after-hours trading session.Analysts expect Meta Platforms, Inc. FB to report quarterly earnings at $2.56 per share on revenue of $28.21 billion after the closing bell. Meta Platforms shares fell 2.4% to $176.64 in after-hours trading.After the markets close, Ford Motor Company F is projected to post quarterly earnings at $0.37 per share on revenue of $31.24 billion. Ford shares fell 0.3% to $14.66 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087026721,"gmtCreate":1650933554819,"gmtModify":1676534818106,"author":{"id":"3579312487183817","authorId":"3579312487183817","name":"Gizmo","avatar":"https://static.tigerbbs.com/887bf6c39b0597e6a9fe6d01520d254e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087026721","repostId":"2230121904","repostType":4,"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084805443,"gmtCreate":1650845133991,"gmtModify":1676534801100,"author":{"id":"3579312487183817","authorId":"3579312487183817","name":"Gizmo","avatar":"https://static.tigerbbs.com/887bf6c39b0597e6a9fe6d01520d254e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084805443","repostId":"2230872118","repostType":4,"repost":{"id":"2230872118","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":1650844443,"share":"https://www.laohu8.com/m/news/2230872118?lang=&edition=full","pubTime":"2022-04-25 07:54","market":"us","language":"en","title":"Twitter Under Shareholder Pressure to Seek Deal With Musk","url":"https://stock-news.laohu8.com/highlight/detail?id=2230872118","media":"Reuters","summary":"(Reuters) - $Twitter(TWTR)$ Inc is coming under increasing pressure from its shareholders to negotiate with Elon Musk even though the world's richest person has called his $43 billion bid for the soci","content":"<html><head></head><body><p>(Reuters) - <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc is coming under increasing pressure from its shareholders to negotiate with Elon Musk even though the world&#39;s richest person has called his $43 billion bid for the social media platform his best and final offer, people familiar with the matter said on Sunday.</p><p>While the views of Twitter shareholders vary over what a fair price for a deal would be, many reached out to the company after Musk outlined his acquisition financing plan on Thursday and urged it not to let the opportunity for a deal slip away, the sources said, speaking on condition of anonymity.</p><p>Twitter&#39;s board is expected to find that Musk&#39;s all-cash $54.20 per share offer for the company is too low by the time it reports quarterly earnings on Thursday. Nonetheless, some shareholders who agree with that stance still want Twitter to seek a better offer from Musk, whose net worth is pegged by Forbes at $270 billion, the sources told Reuters.</p><p>One option available to Twitter&#39;s board is to open its books to Musk to try to coax him to sweeten his bid. Another would be to solicit offers from other potential bidders. While it is not yet clear which path Twitter will take, it is increasingly likely that its board will attempt to solicit a better offer from Musk even as it rebuffs the current <a href=\"https://laohu8.com/S/AONE.U\">one</a>, the sources said.</p><p>&#34;I wouldn&#39;t be surprised to wake up next week and see Musk raise what he called his best and final offer to possibly $64.20 per share,&#34; one of the fund managers who is invested in Twitter said on condition of anonymity to discuss private conversations with the company.</p><p>&#34;He could also drop the whole thing entirely. Anything is possible,&#34; the fund manager said about Musk&#39;s offer.</p><p>Twitter shares closed at $48.93 on Friday, a significant discount to Musk&#39;s offer that reflects the uncertainty over his bid&#39;s fate.</p><p>Twitter adopted a poison pill after Musk made his offer to prevent him from raising his more than 9% stake in the company above 15% without negotiating a deal with its board. In response, Musk has threatened to launch a tender offer that he could use to register Twitter shareholder support for his bid.</p><p>A concern that Twitter&#39;s board is weighing is that unless it seeks to negotiate a deal with Musk, many shareholders could back him in a tender offer, the sources said. While the poison pill would prevent Twitter shareholders from tendering their shares, the company is worried that its negotiating hand would weaken considerably if it was shown to be going against the will of many of its investors, the sources added.</p><p>Musk, the chief executive of electric car maker Tesla Inc, has been meeting with Twitter shareholders since he unveiled his offer on April 14, seeking support for his bid. Musk has said Twitter needs to be taken private to grow and become a genuine platform for free speech.</p><p>Representatives for Twitter and Musk did not immediately respond to requests for comment.</p><p>The Wall Street Journal reported earlier on Sunday on some of Musk&#39;s meetings with Twitter shareholders.</p><p>The price expectations among Twitter shareholders for the deal diverge largely based on their investment strategy, the sources said. Active long-term shareholders, who together with index funds hold the biggest chunk of Twitter shares, have higher price expectations, some in the $60s-per-share, the sources said. They are also more inclined to give Parag Agrawal, who became Twitter&#39;s chief executive in November, more time to boost the value of the company&#39;s stock, the sources added.</p><p>&#34;I don&#39;t believe that the proposed offer by Elon Musk ($54.20 per share) comes close to the intrinsic value of Twitter given its growth prospects,&#34; Saudi Arabia&#39;s Prince Alwaleed bin Talal, a Twitter shareholder, tweeted on April 14.</p><p>Short term-minded investors such as hedge funds want Twitter to accept Musk&#39;s offer or ask for only a small increase, the sources said. Some of these are fretting that a recent plunge in the value of technology stocks amid concerns over inflation and an economic slowdown makes it unlikely Twitter will be able to deliver more value for itself anytime soon, the sources added.</p><p>&#34;I would say, take the $54.20 a share and be done with it,&#34; said Sahm Adrangi, portfolio manager at Kerrisdale Capital Management, a hedge fund that owns 1.13 million shares in Twitter, or 0.15% of the company, and has been an investor since early 2020.</p><p>One silver lining for Twitter&#39;s board is that Musk&#39;s offer did not appear to convert his army of Twitter followers into new shareholders in the San Francisco-based company who could back his bid, the sources said. Twitter&#39;s retail investor base has increased from about 20% before Musk unveiled his stake on April 4 to some 22%, according to the sources.</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>Twitter Under Shareholder Pressure to Seek Deal With Musk</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 Under Shareholder Pressure to Seek Deal With Musk\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\">2022-04-25 07:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc is coming under increasing pressure from its shareholders to negotiate with Elon Musk even though the world&#39;s richest person has called his $43 billion bid for the social media platform his best and final offer, people familiar with the matter said on Sunday.</p><p>While the views of Twitter shareholders vary over what a fair price for a deal would be, many reached out to the company after Musk outlined his acquisition financing plan on Thursday and urged it not to let the opportunity for a deal slip away, the sources said, speaking on condition of anonymity.</p><p>Twitter&#39;s board is expected to find that Musk&#39;s all-cash $54.20 per share offer for the company is too low by the time it reports quarterly earnings on Thursday. Nonetheless, some shareholders who agree with that stance still want Twitter to seek a better offer from Musk, whose net worth is pegged by Forbes at $270 billion, the sources told Reuters.</p><p>One option available to Twitter&#39;s board is to open its books to Musk to try to coax him to sweeten his bid. Another would be to solicit offers from other potential bidders. While it is not yet clear which path Twitter will take, it is increasingly likely that its board will attempt to solicit a better offer from Musk even as it rebuffs the current <a href=\"https://laohu8.com/S/AONE.U\">one</a>, the sources said.</p><p>&#34;I wouldn&#39;t be surprised to wake up next week and see Musk raise what he called his best and final offer to possibly $64.20 per share,&#34; one of the fund managers who is invested in Twitter said on condition of anonymity to discuss private conversations with the company.</p><p>&#34;He could also drop the whole thing entirely. Anything is possible,&#34; the fund manager said about Musk&#39;s offer.</p><p>Twitter shares closed at $48.93 on Friday, a significant discount to Musk&#39;s offer that reflects the uncertainty over his bid&#39;s fate.</p><p>Twitter adopted a poison pill after Musk made his offer to prevent him from raising his more than 9% stake in the company above 15% without negotiating a deal with its board. In response, Musk has threatened to launch a tender offer that he could use to register Twitter shareholder support for his bid.</p><p>A concern that Twitter&#39;s board is weighing is that unless it seeks to negotiate a deal with Musk, many shareholders could back him in a tender offer, the sources said. While the poison pill would prevent Twitter shareholders from tendering their shares, the company is worried that its negotiating hand would weaken considerably if it was shown to be going against the will of many of its investors, the sources added.</p><p>Musk, the chief executive of electric car maker Tesla Inc, has been meeting with Twitter shareholders since he unveiled his offer on April 14, seeking support for his bid. Musk has said Twitter needs to be taken private to grow and become a genuine platform for free speech.</p><p>Representatives for Twitter and Musk did not immediately respond to requests for comment.</p><p>The Wall Street Journal reported earlier on Sunday on some of Musk&#39;s meetings with Twitter shareholders.</p><p>The price expectations among Twitter shareholders for the deal diverge largely based on their investment strategy, the sources said. Active long-term shareholders, who together with index funds hold the biggest chunk of Twitter shares, have higher price expectations, some in the $60s-per-share, the sources said. They are also more inclined to give Parag Agrawal, who became Twitter&#39;s chief executive in November, more time to boost the value of the company&#39;s stock, the sources added.</p><p>&#34;I don&#39;t believe that the proposed offer by Elon Musk ($54.20 per share) comes close to the intrinsic value of Twitter given its growth prospects,&#34; Saudi Arabia&#39;s Prince Alwaleed bin Talal, a Twitter shareholder, tweeted on April 14.</p><p>Short term-minded investors such as hedge funds want Twitter to accept Musk&#39;s offer or ask for only a small increase, the sources said. Some of these are fretting that a recent plunge in the value of technology stocks amid concerns over inflation and an economic slowdown makes it unlikely Twitter will be able to deliver more value for itself anytime soon, the sources added.</p><p>&#34;I would say, take the $54.20 a share and be done with it,&#34; said Sahm Adrangi, portfolio manager at Kerrisdale Capital Management, a hedge fund that owns 1.13 million shares in Twitter, or 0.15% of the company, and has been an investor since early 2020.</p><p>One silver lining for Twitter&#39;s board is that Musk&#39;s offer did not appear to convert his army of Twitter followers into new shareholders in the San Francisco-based company who could back his bid, the sources said. Twitter&#39;s retail investor base has increased from about 20% before Musk unveiled his stake on April 4 to some 22%, according to the sources.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4511":"特斯拉概念","BK4551":"寇图资本持仓","BK4574":"无人驾驶","BK4548":"巴美列捷福持仓","TWTR":"Twitter","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4581":"高盛持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2230872118","content_text":"(Reuters) - Twitter Inc is coming under increasing pressure from its shareholders to negotiate with Elon Musk even though the world's richest person has called his $43 billion bid for the social media platform his best and final offer, people familiar with the matter said on Sunday.While the views of Twitter shareholders vary over what a fair price for a deal would be, many reached out to the company after Musk outlined his acquisition financing plan on Thursday and urged it not to let the opportunity for a deal slip away, the sources said, speaking on condition of anonymity.Twitter's board is expected to find that Musk's all-cash $54.20 per share offer for the company is too low by the time it reports quarterly earnings on Thursday. Nonetheless, some shareholders who agree with that stance still want Twitter to seek a better offer from Musk, whose net worth is pegged by Forbes at $270 billion, the sources told Reuters.One option available to Twitter's board is to open its books to Musk to try to coax him to sweeten his bid. Another would be to solicit offers from other potential bidders. While it is not yet clear which path Twitter will take, it is increasingly likely that its board will attempt to solicit a better offer from Musk even as it rebuffs the current one, the sources said.\"I wouldn't be surprised to wake up next week and see Musk raise what he called his best and final offer to possibly $64.20 per share,\" one of the fund managers who is invested in Twitter said on condition of anonymity to discuss private conversations with the company.\"He could also drop the whole thing entirely. Anything is possible,\" the fund manager said about Musk's offer.Twitter shares closed at $48.93 on Friday, a significant discount to Musk's offer that reflects the uncertainty over his bid's fate.Twitter adopted a poison pill after Musk made his offer to prevent him from raising his more than 9% stake in the company above 15% without negotiating a deal with its board. In response, Musk has threatened to launch a tender offer that he could use to register Twitter shareholder support for his bid.A concern that Twitter's board is weighing is that unless it seeks to negotiate a deal with Musk, many shareholders could back him in a tender offer, the sources said. While the poison pill would prevent Twitter shareholders from tendering their shares, the company is worried that its negotiating hand would weaken considerably if it was shown to be going against the will of many of its investors, the sources added.Musk, the chief executive of electric car maker Tesla Inc, has been meeting with Twitter shareholders since he unveiled his offer on April 14, seeking support for his bid. Musk has said Twitter needs to be taken private to grow and become a genuine platform for free speech.Representatives for Twitter and Musk did not immediately respond to requests for comment.The Wall Street Journal reported earlier on Sunday on some of Musk's meetings with Twitter shareholders.The price expectations among Twitter shareholders for the deal diverge largely based on their investment strategy, the sources said. Active long-term shareholders, who together with index funds hold the biggest chunk of Twitter shares, have higher price expectations, some in the $60s-per-share, the sources said. They are also more inclined to give Parag Agrawal, who became Twitter's chief executive in November, more time to boost the value of the company's stock, the sources added.\"I don't believe that the proposed offer by Elon Musk ($54.20 per share) comes close to the intrinsic value of Twitter given its growth prospects,\" Saudi Arabia's Prince Alwaleed bin Talal, a Twitter shareholder, tweeted on April 14.Short term-minded investors such as hedge funds want Twitter to accept Musk's offer or ask for only a small increase, the sources said. Some of these are fretting that a recent plunge in the value of technology stocks amid concerns over inflation and an economic slowdown makes it unlikely Twitter will be able to deliver more value for itself anytime soon, the sources added.\"I would say, take the $54.20 a share and be done with it,\" said Sahm Adrangi, portfolio manager at Kerrisdale Capital Management, a hedge fund that owns 1.13 million shares in Twitter, or 0.15% of the company, and has been an investor since early 2020.One silver lining for Twitter's board is that Musk's offer did not appear to convert his army of Twitter followers into new shareholders in the San Francisco-based company who could back his bid, the sources said. Twitter's retail investor base has increased from about 20% before Musk unveiled his stake on April 4 to some 22%, according to the sources.","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":262776925827208,"gmtCreate":1705188717919,"gmtModify":1705188721950,"author":{"id":"3579312487183817","authorId":"3579312487183817","name":"Gizmo","avatar":"https://static.tigerbbs.com/887bf6c39b0597e6a9fe6d01520d254e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[What]&nbsp;[Miser]&nbsp;[What]&nbsp;[Miser]&nbsp;[What]&nbsp;[What]&nbsp;[What]&nbsp;[Miser]&nbsp;[Miser]&nbsp;&nbsp;","listText":"[What]&nbsp;[Miser]&nbsp;[What]&nbsp;[Miser]&nbsp;[What]&nbsp;[What]&nbsp;[What]&nbsp;[Miser]&nbsp;[Miser]&nbsp;&nbsp;","text":"[What] [Miser] [What] [Miser] [What] [What] [What] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/262776925827208","isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":262516303839344,"gmtCreate":1705125065877,"gmtModify":1705125070298,"author":{"id":"3579312487183817","authorId":"3579312487183817","name":"Gizmo","avatar":"https://static.tigerbbs.com/887bf6c39b0597e6a9fe6d01520d254e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;&nbsp;","text":"[Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/262516303839344","isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":262515895451784,"gmtCreate":1705124989800,"gmtModify":1705124994043,"author":{"id":"3579312487183817","authorId":"3579312487183817","name":"Gizmo","avatar":"https://static.tigerbbs.com/887bf6c39b0597e6a9fe6d01520d254e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good game and easy to win","listText":"Good game and easy to win","text":"Good game and easy to win","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/262515895451784","repostId":"248312805347464","repostType":1,"repost":{"id":248312805347464,"gmtCreate":1701660745864,"gmtModify":1703059991513,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"🐅🌟 TIGER TYCOON CHALLENGE IS ON! 🌟🐅","htmlText":"Hey Tycoons! 🎩💼 Ready to embark on the adventure of a lifetime? Introducing the Tiger Tycoon Challenge – where fortunes are made, and USD 888 worth of prizes await the boldest players! 🏰🌈🎯 Objective: Build your empire, score big points, and unlock fabulous rewards!💰 Gold Rush: Grab those shiny gold coins every time you pass by it! Cha-ching! 💰💵🏠 Construct &amp; Conquer: Step on an empty tile to construct a building to gain points! 🏰🏆 Prizes Galore: Hit the prize tile to claim your treasure – it could be anything! 🎁✨🔄 Lucky Draw: Land on the draw tile and brace yourself! You might move forward, backward, or even unlock a secret power! 🔄🔮🚀 Airdrop Alert: Keep your eyes on the sky! Periodically, the Tiger Tycoon map will rain down special rewards like stocks, vouchers, and more. Fastest finge","listText":"Hey Tycoons! 🎩💼 Ready to embark on the adventure of a lifetime? Introducing the Tiger Tycoon Challenge – where fortunes are made, and USD 888 worth of prizes await the boldest players! 🏰🌈🎯 Objective: Build your empire, score big points, and unlock fabulous rewards!💰 Gold Rush: Grab those shiny gold coins every time you pass by it! Cha-ching! 💰💵🏠 Construct &amp; Conquer: Step on an empty tile to construct a building to gain points! 🏰🏆 Prizes Galore: Hit the prize tile to claim your treasure – it could be anything! 🎁✨🔄 Lucky Draw: Land on the draw tile and brace yourself! You might move forward, backward, or even unlock a secret power! 🔄🔮🚀 Airdrop Alert: Keep your eyes on the sky! Periodically, the Tiger Tycoon map will rain down special rewards like stocks, vouchers, and more. Fastest finge","text":"Hey Tycoons! 🎩💼 Ready to embark on the adventure of a lifetime? Introducing the Tiger Tycoon Challenge – where fortunes are made, and USD 888 worth of prizes await the boldest players! 🏰🌈🎯 Objective: Build your empire, score big points, and unlock fabulous rewards!💰 Gold Rush: Grab those shiny gold coins every time you pass by it! Cha-ching! 💰💵🏠 Construct & Conquer: Step on an empty tile to construct a building to gain points! 🏰🏆 Prizes Galore: Hit the prize tile to claim your treasure – it could be anything! 🎁✨🔄 Lucky Draw: Land on the draw tile and brace yourself! You might move forward, backward, or even unlock a secret power! 🔄🔮🚀 Airdrop Alert: Keep your eyes on the sky! Periodically, the Tiger Tycoon map will rain down special rewards like stocks, vouchers, and more. Fastest finge","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248312805347464","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":258141955989768,"gmtCreate":1704056839776,"gmtModify":1704056849883,"author":{"id":"3579312487183817","authorId":"3579312487183817","name":"Gizmo","avatar":"https://static.tigerbbs.com/887bf6c39b0597e6a9fe6d01520d254e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good start for 2024 with the new game","listText":"Good start for 2024 with the new game","text":"Good start for 2024 with the new game","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/258141955989768","isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985396409,"gmtCreate":1667310118002,"gmtModify":1676537895644,"author":{"id":"3579312487183817","authorId":"3579312487183817","name":"Gizmo","avatar":"https://static.tigerbbs.com/887bf6c39b0597e6a9fe6d01520d254e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Join Tiger's Halloween Adventure Win prizes worth up to USD 900*. T&amp;Cs apply.","listText":"Join Tiger's Halloween Adventure Win prizes worth up to USD 900*. T&amp;Cs apply.","text":"Join Tiger's Halloween Adventure Win prizes worth up to USD 900*. T&Cs apply.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985396409","isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060381110,"gmtCreate":1651103123192,"gmtModify":1676534849204,"author":{"id":"3579312487183817","authorId":"3579312487183817","name":"Gizmo","avatar":"https://static.tigerbbs.com/887bf6c39b0597e6a9fe6d01520d254e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060381110","repostId":"1164859165","repostType":4,"repost":{"id":"1164859165","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":1651100840,"share":"https://www.laohu8.com/m/news/1164859165?lang=&edition=full","pubTime":"2022-04-28 07:07","market":"us","language":"en","title":"Meta Shares Surge 18% After Facebook Ekes Out User Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=1164859165","media":"Reuters","summary":"(Reuters) - Facebook rebounded from a drop in users early this year and its parent Meta  posted a pr","content":"<html><head></head><body><p>(Reuters) - Facebook rebounded from a drop in users early this year and its parent <a href=\"https://laohu8.com/S/FB\">Meta </a> posted a profit ahead of Wall Street targets, defying low investor expectations with a quarterly report that sent shares up 18%.</p><p>Meta CEO Mark Zuckerberg also said that the company would scale back costs and was investing in artificial intelligence tools to improve recommendations and ads, a sign Meta is buckling down to make money while working on its long-term ambitions to build the metaverse.</p><p>Its stock rose over 18% in after-hours trade on Wednesday.</p><p><img src=\"https://static.tigerbbs.com/0712bddf11838c263ab421e4fb49c365\" tg-width=\"933\" tg-height=\"671\" referrerpolicy=\"no-referrer\"/></p><p>Meta&#39;s profit soundly beat Wall Street targets at $2.72 per share, compared with an average analyst estimate of $2.56, according to IBES data from Refinitiv. The earning beats were tempered by Meta recording its slowest revenue growth in a decade.</p><p>Facebook daily active users (DAU), a key metric for advertisers, were 1.96 billion, slightly higher than the estimate of 1.95 billion, according to IBES data from Refinitiv. Monthly active users came in at 2.94 billion, missing Wall Street estimates by 30 million.</p><p>Meta has lost about half of its value since the start of the year, after a dismal February earnings report when Facebook&#39;s daily active users declined for the first time and it forecast a gloomy quarter, blaming ongoing factors including <a href=\"https://laohu8.com/S/AAPL\">Apple</a>&#39;s privacy changes and increased competition from platforms like ByteDance&#39;s TikTok.</p><p>&#34;It&#39;s good news that Meta somehow managed to eke out growth in DAU. It needed to show some sort of turnaround from last quarter&#39;s performance,&#34; Insider Intelligence analyst Debra Williamson said.</p><p>&#34;However, growth in monthly active users is slowing quickly. A few quarters ago it could count on developing markets to keep the growth engine going but it&#39;s likely that even these high-growth opportunities are starting to dry up,&#34; she said.</p><p>Total revenue, the bulk of which comes from ad sales, rose 7% to $27.91 billion in the first quarter, but missed analysts&#39; estimates of $28.20 billion, according to IBES data from Refinitiv.</p><p>In a conference call with analysts on Wednesday, Chief Financial Officer Dave Wehner cited factors including a slowdown in ecommerce after rapid growth during the COVID-19 pandemic, as well as a loss of revenue in Russia and reduced ad demand amid global economic uncertainty.</p><p>Russia banned Facebook and Instagram in March, finding Meta guilty of &#34;extremist activity&#34; amid Moscow&#39;s crackdown on social media during its invasion of Ukraine. Meta&#39;s messaging service WhatsApp is not affected by the ban. Meta has also barred advertisers in Russia from creating and running ads anywhere in the world.</p><p>Meta forecast second-quarter revenue between $28 billion and $30 billion. Analysts on average were expecting current-quarter revenue of $30.63 billion. The company said its outlook reflected factors including the war in Ukraine and said it was monitoring the potential impact of regulatory moves in Europe.</p><p>Recent earnings reports from Google parent <a href=\"https://laohu8.com/S/GOOGL\">Alphabet Inc </a> and <a href=\"https://laohu8.com/S/SNAP\">Snap Inc </a> have signaled the impact of the global economic turmoil on digital ads spending, amid rising inflation and geopolitical uncertainty.</p><p>&#34;I think following Google, expectations were just for the absolute worst,&#34; said Rick Meckler, partner at Cherry Lane Investments, a family investment office in New Vernon, New Jersey. &#34;When they came in with EPS above estimates, I think people who had shorted the stock and those that had...given up on it decided to come back in.&#34;</p><p>Meta lowered its expected 2022 total expenses to between $87 billion and $92 billion, down from its prior outlook of $90 billion to $95 billion.</p><p>Meta saw quarterly revenue of $695 million for its Reality Labs hardware division, which is home to its augmented and virtual reality efforts. It reported $3 billion in losses from operations from these metaverse ambitions.</p><p>The company has warned it will take billions of dollars and multiple years to realize its aims around building the metaverse, a futuristic idea of virtual environments where users can work, socialize and play.</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>Meta Shares Surge 18% After Facebook Ekes Out User 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\">\nMeta Shares Surge 18% After Facebook Ekes Out User Growth\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\">2022-04-28 07:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Facebook rebounded from a drop in users early this year and its parent <a href=\"https://laohu8.com/S/FB\">Meta </a> posted a profit ahead of Wall Street targets, defying low investor expectations with a quarterly report that sent shares up 18%.</p><p>Meta CEO Mark Zuckerberg also said that the company would scale back costs and was investing in artificial intelligence tools to improve recommendations and ads, a sign Meta is buckling down to make money while working on its long-term ambitions to build the metaverse.</p><p>Its stock rose over 18% in after-hours trade on Wednesday.</p><p><img src=\"https://static.tigerbbs.com/0712bddf11838c263ab421e4fb49c365\" tg-width=\"933\" tg-height=\"671\" referrerpolicy=\"no-referrer\"/></p><p>Meta&#39;s profit soundly beat Wall Street targets at $2.72 per share, compared with an average analyst estimate of $2.56, according to IBES data from Refinitiv. The earning beats were tempered by Meta recording its slowest revenue growth in a decade.</p><p>Facebook daily active users (DAU), a key metric for advertisers, were 1.96 billion, slightly higher than the estimate of 1.95 billion, according to IBES data from Refinitiv. Monthly active users came in at 2.94 billion, missing Wall Street estimates by 30 million.</p><p>Meta has lost about half of its value since the start of the year, after a dismal February earnings report when Facebook&#39;s daily active users declined for the first time and it forecast a gloomy quarter, blaming ongoing factors including <a href=\"https://laohu8.com/S/AAPL\">Apple</a>&#39;s privacy changes and increased competition from platforms like ByteDance&#39;s TikTok.</p><p>&#34;It&#39;s good news that Meta somehow managed to eke out growth in DAU. It needed to show some sort of turnaround from last quarter&#39;s performance,&#34; Insider Intelligence analyst Debra Williamson said.</p><p>&#34;However, growth in monthly active users is slowing quickly. A few quarters ago it could count on developing markets to keep the growth engine going but it&#39;s likely that even these high-growth opportunities are starting to dry up,&#34; she said.</p><p>Total revenue, the bulk of which comes from ad sales, rose 7% to $27.91 billion in the first quarter, but missed analysts&#39; estimates of $28.20 billion, according to IBES data from Refinitiv.</p><p>In a conference call with analysts on Wednesday, Chief Financial Officer Dave Wehner cited factors including a slowdown in ecommerce after rapid growth during the COVID-19 pandemic, as well as a loss of revenue in Russia and reduced ad demand amid global economic uncertainty.</p><p>Russia banned Facebook and Instagram in March, finding Meta guilty of &#34;extremist activity&#34; amid Moscow&#39;s crackdown on social media during its invasion of Ukraine. Meta&#39;s messaging service WhatsApp is not affected by the ban. Meta has also barred advertisers in Russia from creating and running ads anywhere in the world.</p><p>Meta forecast second-quarter revenue between $28 billion and $30 billion. Analysts on average were expecting current-quarter revenue of $30.63 billion. The company said its outlook reflected factors including the war in Ukraine and said it was monitoring the potential impact of regulatory moves in Europe.</p><p>Recent earnings reports from Google parent <a href=\"https://laohu8.com/S/GOOGL\">Alphabet Inc </a> and <a href=\"https://laohu8.com/S/SNAP\">Snap Inc </a> have signaled the impact of the global economic turmoil on digital ads spending, amid rising inflation and geopolitical uncertainty.</p><p>&#34;I think following Google, expectations were just for the absolute worst,&#34; said Rick Meckler, partner at Cherry Lane Investments, a family investment office in New Vernon, New Jersey. &#34;When they came in with EPS above estimates, I think people who had shorted the stock and those that had...given up on it decided to come back in.&#34;</p><p>Meta lowered its expected 2022 total expenses to between $87 billion and $92 billion, down from its prior outlook of $90 billion to $95 billion.</p><p>Meta saw quarterly revenue of $695 million for its Reality Labs hardware division, which is home to its augmented and virtual reality efforts. It reported $3 billion in losses from operations from these metaverse ambitions.</p><p>The company has warned it will take billions of dollars and multiple years to realize its aims around building the metaverse, a futuristic idea of virtual environments where users can work, socialize and play.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164859165","content_text":"(Reuters) - Facebook rebounded from a drop in users early this year and its parent Meta  posted a profit ahead of Wall Street targets, defying low investor expectations with a quarterly report that sent shares up 18%.Meta CEO Mark Zuckerberg also said that the company would scale back costs and was investing in artificial intelligence tools to improve recommendations and ads, a sign Meta is buckling down to make money while working on its long-term ambitions to build the metaverse.Its stock rose over 18% in after-hours trade on Wednesday.Meta's profit soundly beat Wall Street targets at $2.72 per share, compared with an average analyst estimate of $2.56, according to IBES data from Refinitiv. The earning beats were tempered by Meta recording its slowest revenue growth in a decade.Facebook daily active users (DAU), a key metric for advertisers, were 1.96 billion, slightly higher than the estimate of 1.95 billion, according to IBES data from Refinitiv. Monthly active users came in at 2.94 billion, missing Wall Street estimates by 30 million.Meta has lost about half of its value since the start of the year, after a dismal February earnings report when Facebook's daily active users declined for the first time and it forecast a gloomy quarter, blaming ongoing factors including Apple's privacy changes and increased competition from platforms like ByteDance's TikTok.\"It's good news that Meta somehow managed to eke out growth in DAU. It needed to show some sort of turnaround from last quarter's performance,\" Insider Intelligence analyst Debra Williamson said.\"However, growth in monthly active users is slowing quickly. A few quarters ago it could count on developing markets to keep the growth engine going but it's likely that even these high-growth opportunities are starting to dry up,\" she said.Total revenue, the bulk of which comes from ad sales, rose 7% to $27.91 billion in the first quarter, but missed analysts' estimates of $28.20 billion, according to IBES data from Refinitiv.In a conference call with analysts on Wednesday, Chief Financial Officer Dave Wehner cited factors including a slowdown in ecommerce after rapid growth during the COVID-19 pandemic, as well as a loss of revenue in Russia and reduced ad demand amid global economic uncertainty.Russia banned Facebook and Instagram in March, finding Meta guilty of \"extremist activity\" amid Moscow's crackdown on social media during its invasion of Ukraine. Meta's messaging service WhatsApp is not affected by the ban. Meta has also barred advertisers in Russia from creating and running ads anywhere in the world.Meta forecast second-quarter revenue between $28 billion and $30 billion. Analysts on average were expecting current-quarter revenue of $30.63 billion. The company said its outlook reflected factors including the war in Ukraine and said it was monitoring the potential impact of regulatory moves in Europe.Recent earnings reports from Google parent Alphabet Inc  and Snap Inc  have signaled the impact of the global economic turmoil on digital ads spending, amid rising inflation and geopolitical uncertainty.\"I think following Google, expectations were just for the absolute worst,\" said Rick Meckler, partner at Cherry Lane Investments, a family investment office in New Vernon, New Jersey. \"When they came in with EPS above estimates, I think people who had shorted the stock and those that had...given up on it decided to come back in.\"Meta lowered its expected 2022 total expenses to between $87 billion and $92 billion, down from its prior outlook of $90 billion to $95 billion.Meta saw quarterly revenue of $695 million for its Reality Labs hardware division, which is home to its augmented and virtual reality efforts. It reported $3 billion in losses from operations from these metaverse ambitions.The company has warned it will take billions of dollars and multiple years to realize its aims around building the metaverse, a futuristic idea of virtual environments where users can work, socialize and play.","news_type":1},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087785234,"gmtCreate":1651058359508,"gmtModify":1676534841684,"author":{"id":"3579312487183817","authorId":"3579312487183817","name":"Gizmo","avatar":"https://static.tigerbbs.com/887bf6c39b0597e6a9fe6d01520d254e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087785234","repostId":"1140483126","repostType":4,"repost":{"id":"1140483126","pubTimestamp":1651049568,"share":"https://www.laohu8.com/m/news/1140483126?lang=&edition=full","pubTime":"2022-04-27 16:52","market":"us","language":"en","title":"U.S. Stocks To Watch: Boeing, Alphabet, Microsoft and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1140483126","media":"benzinga","summary":"Some of the stocks that may grab investor focus today are:Wall Street expects The Boeing Company BA ","content":"<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><p>Wall Street expects <b>The Boeing Company</b> BA to report a quarterly loss at $0.12 per share on revenue of $15.83 billion before the opening bell. Boeing shares fell 0.1% to $166.95 in after-hours trading.</p><p><b>Alphabet Inc</b> GOOGL reported weaker-than-expected earnings for its first quarter on Tuesday. The company’s board also authorized a huge stock buyback program of $70.0 billion of its Class A and Class C shares, representing about 4% of its market cap based on the last closing price. Alphabet shares dropped 3.2% to $2,314.62 in the after-hours trading session.</p><p><b>Microsoft Corporation</b> MSFT reported better-than-expected results for its third quarter. Microsoft shares jumped 4.5% to $282.40 in the after-hours trading session.</p><p>Analysts are expecting <b>T-Mobile US, Inc.</b> TMUS to have earned $0.32 per share on revenue of $20.11 billion for the latest quarter. The company will release earnings before the markets open. T-Mobile shares gained 2.3% to $127.77 in after-hours trading.</p><p><b>Visa Inc.</b> V reported better-than-expected earnings and sales results for its second quarter on Tuesday. Visa shares climbed 4.1% to $209.36 in the after-hours trading session.</p><p>Analysts expect <b>Meta Platforms, Inc.</b> FB to report quarterly earnings at $2.56 per share on revenue of $28.21 billion after the closing bell. Meta Platforms shares fell 2.4% to $176.64 in after-hours trading.</p><p>After the markets close, <b>Ford Motor Company</b> F is projected to post quarterly earnings at $0.37 per share on revenue of $31.24 billion. Ford shares fell 0.3% to $14.66 in after-hours trading.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks To Watch: Boeing, Alphabet, Microsoft 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\">\nU.S. Stocks To Watch: Boeing, Alphabet, Microsoft and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-27 16:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/22/04/26831483/7-stocks-to-watch-for-april-27-2022><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some of the stocks that may grab investor focus today are:Wall Street expects The Boeing Company BA to report a quarterly loss at $0.12 per share on revenue of $15.83 billion before the opening bell. ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/04/26831483/7-stocks-to-watch-for-april-27-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","V":"Visa","TMUS":"T-Mobile US Inc","BA":"波音","GOOGL":"谷歌A","F":"福特汽车"},"source_url":"https://www.benzinga.com/news/earnings/22/04/26831483/7-stocks-to-watch-for-april-27-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140483126","content_text":"Some of the stocks that may grab investor focus today are:Wall Street expects The Boeing Company BA to report a quarterly loss at $0.12 per share on revenue of $15.83 billion before the opening bell. Boeing shares fell 0.1% to $166.95 in after-hours trading.Alphabet Inc GOOGL reported weaker-than-expected earnings for its first quarter on Tuesday. The company’s board also authorized a huge stock buyback program of $70.0 billion of its Class A and Class C shares, representing about 4% of its market cap based on the last closing price. Alphabet shares dropped 3.2% to $2,314.62 in the after-hours trading session.Microsoft Corporation MSFT reported better-than-expected results for its third quarter. Microsoft shares jumped 4.5% to $282.40 in the after-hours trading session.Analysts are expecting T-Mobile US, Inc. TMUS to have earned $0.32 per share on revenue of $20.11 billion for the latest quarter. The company will release earnings before the markets open. T-Mobile shares gained 2.3% to $127.77 in after-hours trading.Visa Inc. V reported better-than-expected earnings and sales results for its second quarter on Tuesday. Visa shares climbed 4.1% to $209.36 in the after-hours trading session.Analysts expect Meta Platforms, Inc. FB to report quarterly earnings at $2.56 per share on revenue of $28.21 billion after the closing bell. Meta Platforms shares fell 2.4% to $176.64 in after-hours trading.After the markets close, Ford Motor Company F is projected to post quarterly earnings at $0.37 per share on revenue of $31.24 billion. Ford shares fell 0.3% to $14.66 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060408055,"gmtCreate":1651186578185,"gmtModify":1676534864351,"author":{"id":"3579312487183817","authorId":"3579312487183817","name":"Gizmo","avatar":"https://static.tigerbbs.com/887bf6c39b0597e6a9fe6d01520d254e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060408055","repostId":"2230454741","repostType":4,"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":131769533,"gmtCreate":1621897286122,"gmtModify":1704363879542,"author":{"id":"3579312487183817","authorId":"3579312487183817","name":"Gizmo","avatar":"https://static.tigerbbs.com/887bf6c39b0597e6a9fe6d01520d254e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Breaking","listText":"Breaking","text":"Breaking","images":[{"img":"https://static.tigerbbs.com/ebec067c188dd0eb9e9ccecf96c45e98","width":"1080","height":"2037"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/131769533","isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":131786902,"gmtCreate":1621896787706,"gmtModify":1704363868905,"author":{"id":"3579312487183817","authorId":"3579312487183817","name":"Gizmo","avatar":"https://static.tigerbbs.com/887bf6c39b0597e6a9fe6d01520d254e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/131786902","repostId":"2137155484","repostType":4,"repost":{"id":"2137155484","pubTimestamp":1621869900,"share":"https://www.laohu8.com/m/news/2137155484?lang=&edition=full","pubTime":"2021-05-24 23:25","market":"us","language":"en","title":"Tesla Slapped With a Fine in Norway for Reducing Battery Capacities and Charging Speeds","url":"https://stock-news.laohu8.com/highlight/detail?id=2137155484","media":"StreetInsider","summary":"Norway has ordered Tesla  to pay 136,000 kroner  each to thousands of customers in the country for issuing a software update that slowed down charging speeds, according to the local online newspaper Nettavisen.In 2019, the U.S. electric carmaker launched a software update for Tesla Model S cars produced between 2013 and 2015, resulting in dozens of complaints among Tesla owners in Norway. More specifically, the owners of these vehicles were reported to have reduced range and slower charging spee","content":"<p>Norway has ordered Tesla (NASDAQ: TSLA) to pay 136,000 kroner ($16,000) each to thousands of customers in the country for issuing a software update that slowed down charging speeds, according to the local online newspaper Nettavisen.</p>\n<p>In 2019, the U.S. electric carmaker launched a software update for Tesla Model S cars produced between 2013 and 2015, resulting in dozens of complaints among Tesla owners in Norway. More specifically, the owners of these vehicles were reported to have reduced range and slower charging speeds at Tesla’s Supercharger network.</p>\n<p>The automaker is now ordered to pay about $16,000 to each customer to resolve the case. According to Nettavisen, around 10,000 Model S vehicles have been sold during that period, which would result in a hefty fine for Tesla.</p>\n<p>The order was issued on May 17th and Tesla was instructed to pay the fine until May 30th. Else, the carmaker can file an appeal with the Oslo council.</p>\n<p>But this is not the first time Tesla customers have reported this kind of issue. The carmaker is also facing similar complaints in the United States where consumers have filed a class-action lawsuit against the carmaker for affecting charging speeds in older Tesla cars. The lawsuit alleges that Tesla has reduced range among older vehicles by as much as 40 miles, in some cases.</p>\n<p>Despite this news, shares of Tesla are up 3% on the day to trade around the $600.00 mark again.</p>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Slapped With a Fine in Norway for Reducing Battery Capacities and Charging Speeds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Slapped With a Fine in Norway for Reducing Battery Capacities and Charging Speeds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-24 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=18463881><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Norway has ordered Tesla (NASDAQ: TSLA) to pay 136,000 kroner ($16,000) each to thousands of customers in the country for issuing a software update that slowed down charging speeds, according to the ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18463881\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.streetinsider.com/dr/news.php?id=18463881","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2137155484","content_text":"Norway has ordered Tesla (NASDAQ: TSLA) to pay 136,000 kroner ($16,000) each to thousands of customers in the country for issuing a software update that slowed down charging speeds, according to the local online newspaper Nettavisen.\nIn 2019, the U.S. electric carmaker launched a software update for Tesla Model S cars produced between 2013 and 2015, resulting in dozens of complaints among Tesla owners in Norway. More specifically, the owners of these vehicles were reported to have reduced range and slower charging speeds at Tesla’s Supercharger network.\nThe automaker is now ordered to pay about $16,000 to each customer to resolve the case. According to Nettavisen, around 10,000 Model S vehicles have been sold during that period, which would result in a hefty fine for Tesla.\nThe order was issued on May 17th and Tesla was instructed to pay the fine until May 30th. Else, the carmaker can file an appeal with the Oslo council.\nBut this is not the first time Tesla customers have reported this kind of issue. The carmaker is also facing similar complaints in the United States where consumers have filed a class-action lawsuit against the carmaker for affecting charging speeds in older Tesla cars. The lawsuit alleges that Tesla has reduced range among older vehicles by as much as 40 miles, in some cases.\nDespite this news, shares of Tesla are up 3% on the day to trade around the $600.00 mark again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9064346334,"gmtCreate":1652282829728,"gmtModify":1676535068769,"author":{"id":"3579312487183817","authorId":"3579312487183817","name":"Gizmo","avatar":"https://static.tigerbbs.com/887bf6c39b0597e6a9fe6d01520d254e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9064346334","repostId":"1117455809","repostType":4,"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061429672,"gmtCreate":1651669272029,"gmtModify":1676534945119,"author":{"id":"3579312487183817","authorId":"3579312487183817","name":"Gizmo","avatar":"https://static.tigerbbs.com/887bf6c39b0597e6a9fe6d01520d254e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061429672","repostId":"1193489057","repostType":4,"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087026721,"gmtCreate":1650933554819,"gmtModify":1676534818106,"author":{"id":"3579312487183817","authorId":"3579312487183817","name":"Gizmo","avatar":"https://static.tigerbbs.com/887bf6c39b0597e6a9fe6d01520d254e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087026721","repostId":"2230121904","repostType":4,"repost":{"id":"2230121904","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":1650918632,"share":"https://www.laohu8.com/m/news/2230121904?lang=&edition=full","pubTime":"2022-04-26 04:30","market":"us","language":"en","title":"US STOCKS-Nasdaq Ends Sharply Higher After Twitter Agrees to Be Bought By Musk","url":"https://stock-news.laohu8.com/highlight/detail?id=2230121904","media":"Reuters","summary":"\"The Dow Jones Industrial Average  rose 0.7% to end at 34,049.46 points, while the S&P 500  gained 0.57% to 4,296.12.The Nasdaq Composite  climbed 1.29% to 13,004.85.The CBOE Volatility index , known as Wall Street's fear gauge, hit as high as 31.6 points, its highest level since mid-March.Bleak results from pandemic darling $Netflix $ along with surging bond yields pummeled high-growth stocks last week, bringing year-to-date losses in the tech-heavy Nasdaq  to about 18%.Traders are pricing in b","content":"<html><head></head><body><p>(Reuters) - Wall Street rose on Monday, with the Nasdaq ending sharply higher after Twitter agreed to be bought by billionaire Elon Musk, sparking a late day rally in growth stocks.</p><p><a href=\"https://laohu8.com/S/TWTR\">Twitter </a> ended up 5.6% after announcing it would be bought by Musk in a deal that will shift control of the social media giant to the world&#39;s richest person. read more</p><p>The S&amp;P 500 traded in negative territory for much of the session but extended gains after Twitter&#39;s announcement. The S&amp;P 500 growth index (.IGX) ended up over 1%, also bouncing back from an earlier decline.</p><p>&#34;You can tell growth wanted to rally all day but the market was holding it down. The Twitter news came and that was just a green light to start buying some of the growth names. They have been oversold for a while,&#34; said Dennis Dick, a trader at Bright Trading LLC.</p><p>Earlier, uncertainty reverberated across world markets, with Chinese shares marking their biggest slump since a pandemic-led selling in February 2020 and European stocks falling to their lowest in over a month on fears of strict restrictions in China.</p><p>The S&amp;P energy index (.SPNY) dropped 3.3% as Brent crude prices dropped almost 5% toward $100 a barrel.</p><p>Oil majors <a href=\"https://laohu8.com/S/CVX\">Chevron Corp</a> and <a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a> declined more than 2%, and oilfield services companies <a href=\"https://laohu8.com/S/SLB\">Schlumberger NV </a> and Halliburton Co (HAL.N) also fell more than 6%.</p><p>Google-owner <a href=\"https://laohu8.com/S/GOOGL\">Alphabet </a> rallied 2.9% ahead of its quarterly report after the bell on Tuesday. <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a> and Facebook owner <a href=\"https://laohu8.com/S/FB\">Meta Platforms </a> also gained.</p><p>Nearly a third of S&amp;P 500 index firms are due to report this week. Of the 102 companies in the S&amp;P 500 that posted earnings so far, 77.5% reported above analysts&#39; expectations, according to Refinitiv data.</p><p>&#34;Earnings are going to be crucial to the mindset of the of the average investor. The playbook was buy Apple, buy Netflix, buy Google and throw away the key, but that playbook is no longer working,&#34; said Jake Dollarhide, chief executive officer at Longbow Asset Management. &#34;What is the outlook for these companies going to be?&#34;</p><p>The Dow Jones Industrial Average (.DJI) rose 0.7% to end at 34,049.46 points, while the S&amp;P 500 (.SPX) gained 0.57% to 4,296.12.</p><p>The Nasdaq Composite (.IXIC) climbed 1.29% to 13,004.85.</p><p>The CBOE Volatility index (.VIX), known as Wall Street&#39;s fear gauge, hit as high as 31.6 points, its highest level since mid-March.</p><p>Bleak results from pandemic darling <a href=\"https://laohu8.com/S/NFLX\">Netflix </a> along with surging bond yields pummeled high-growth stocks last week, bringing year-to-date losses in the tech-heavy Nasdaq (.IXIC) to about 18%.</p><p>Traders are pricing in big moves by the Fed this year to control inflation after a series of hawkish remarks from policymakers. Fed Chair Jerome Powell last week gave a &#34;go&#34; sign to a half-point rate hike in May and signaled he would be open to &#34;front-end loading&#34; the U.S. central bank&#39;s retreat from super-easy monetary policy. read more</p><p>Silicon Motion Technology Corp jumped almost 13%after a report that the chipmaker is exploring a sale.</p><p>Volume on U.S. exchanges was 12.8 billion shares, compared with the 12.7 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.19-to-1 ratio; on Nasdaq, a 1.21-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 2 new 52-week highs and 50 new lows; the Nasdaq Composite recorded 26 new highs and 493 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-Nasdaq Ends Sharply Higher After Twitter Agrees to Be Bought By Musk</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-Nasdaq Ends Sharply Higher After Twitter Agrees to Be Bought By Musk\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\">2022-04-26 04:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Wall Street rose on Monday, with the Nasdaq ending sharply higher after Twitter agreed to be bought by billionaire Elon Musk, sparking a late day rally in growth stocks.</p><p><a href=\"https://laohu8.com/S/TWTR\">Twitter </a> ended up 5.6% after announcing it would be bought by Musk in a deal that will shift control of the social media giant to the world&#39;s richest person. read more</p><p>The S&amp;P 500 traded in negative territory for much of the session but extended gains after Twitter&#39;s announcement. The S&amp;P 500 growth index (.IGX) ended up over 1%, also bouncing back from an earlier decline.</p><p>&#34;You can tell growth wanted to rally all day but the market was holding it down. The Twitter news came and that was just a green light to start buying some of the growth names. They have been oversold for a while,&#34; said Dennis Dick, a trader at Bright Trading LLC.</p><p>Earlier, uncertainty reverberated across world markets, with Chinese shares marking their biggest slump since a pandemic-led selling in February 2020 and European stocks falling to their lowest in over a month on fears of strict restrictions in China.</p><p>The S&amp;P energy index (.SPNY) dropped 3.3% as Brent crude prices dropped almost 5% toward $100 a barrel.</p><p>Oil majors <a href=\"https://laohu8.com/S/CVX\">Chevron Corp</a> and <a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a> declined more than 2%, and oilfield services companies <a href=\"https://laohu8.com/S/SLB\">Schlumberger NV </a> and Halliburton Co (HAL.N) also fell more than 6%.</p><p>Google-owner <a href=\"https://laohu8.com/S/GOOGL\">Alphabet </a> rallied 2.9% ahead of its quarterly report after the bell on Tuesday. <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a> and Facebook owner <a href=\"https://laohu8.com/S/FB\">Meta Platforms </a> also gained.</p><p>Nearly a third of S&amp;P 500 index firms are due to report this week. Of the 102 companies in the S&amp;P 500 that posted earnings so far, 77.5% reported above analysts&#39; expectations, according to Refinitiv data.</p><p>&#34;Earnings are going to be crucial to the mindset of the of the average investor. The playbook was buy Apple, buy Netflix, buy Google and throw away the key, but that playbook is no longer working,&#34; said Jake Dollarhide, chief executive officer at Longbow Asset Management. &#34;What is the outlook for these companies going to be?&#34;</p><p>The Dow Jones Industrial Average (.DJI) rose 0.7% to end at 34,049.46 points, while the S&amp;P 500 (.SPX) gained 0.57% to 4,296.12.</p><p>The Nasdaq Composite (.IXIC) climbed 1.29% to 13,004.85.</p><p>The CBOE Volatility index (.VIX), known as Wall Street&#39;s fear gauge, hit as high as 31.6 points, its highest level since mid-March.</p><p>Bleak results from pandemic darling <a href=\"https://laohu8.com/S/NFLX\">Netflix </a> along with surging bond yields pummeled high-growth stocks last week, bringing year-to-date losses in the tech-heavy Nasdaq (.IXIC) to about 18%.</p><p>Traders are pricing in big moves by the Fed this year to control inflation after a series of hawkish remarks from policymakers. Fed Chair Jerome Powell last week gave a &#34;go&#34; sign to a half-point rate hike in May and signaled he would be open to &#34;front-end loading&#34; the U.S. central bank&#39;s retreat from super-easy monetary policy. read more</p><p>Silicon Motion Technology Corp jumped almost 13%after a report that the chipmaker is exploring a sale.</p><p>Volume on U.S. exchanges was 12.8 billion shares, compared with the 12.7 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.19-to-1 ratio; on Nasdaq, a 1.21-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 2 new 52-week highs and 50 new lows; the Nasdaq Composite recorded 26 new highs and 493 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","TWTR":"Twitter","BK4574":"无人驾驶","BK4551":"寇图资本持仓","XOM":"埃克森美孚","MSFT":"微软","BK4581":"高盛持仓","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","AAPL":"苹果","NFLX":"奈飞","CVX":"雪佛龙","GOOGL":"谷歌A",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","BK4534":"瑞士信贷持仓",".SPX":"S&P 500 Index","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","HAL":"哈里伯顿","TSLA":"特斯拉","SLB":"斯伦贝谢","BK4527":"明星科技股"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2230121904","content_text":"(Reuters) - Wall Street rose on Monday, with the Nasdaq ending sharply higher after Twitter agreed to be bought by billionaire Elon Musk, sparking a late day rally in growth stocks.Twitter  ended up 5.6% after announcing it would be bought by Musk in a deal that will shift control of the social media giant to the world's richest person. read moreThe S&P 500 traded in negative territory for much of the session but extended gains after Twitter's announcement. The S&P 500 growth index (.IGX) ended up over 1%, also bouncing back from an earlier decline.\"You can tell growth wanted to rally all day but the market was holding it down. The Twitter news came and that was just a green light to start buying some of the growth names. They have been oversold for a while,\" said Dennis Dick, a trader at Bright Trading LLC.Earlier, uncertainty reverberated across world markets, with Chinese shares marking their biggest slump since a pandemic-led selling in February 2020 and European stocks falling to their lowest in over a month on fears of strict restrictions in China.The S&P energy index (.SPNY) dropped 3.3% as Brent crude prices dropped almost 5% toward $100 a barrel.Oil majors Chevron Corp and ExxonMobil declined more than 2%, and oilfield services companies Schlumberger NV  and Halliburton Co (HAL.N) also fell more than 6%.Google-owner Alphabet  rallied 2.9% ahead of its quarterly report after the bell on Tuesday. Microsoft  and Facebook owner Meta Platforms  also gained.Nearly a third of S&P 500 index firms are due to report this week. Of the 102 companies in the S&P 500 that posted earnings so far, 77.5% reported above analysts' expectations, according to Refinitiv data.\"Earnings are going to be crucial to the mindset of the of the average investor. The playbook was buy Apple, buy Netflix, buy Google and throw away the key, but that playbook is no longer working,\" said Jake Dollarhide, chief executive officer at Longbow Asset Management. \"What is the outlook for these companies going to be?\"The Dow Jones Industrial Average (.DJI) rose 0.7% to end at 34,049.46 points, while the S&P 500 (.SPX) gained 0.57% to 4,296.12.The Nasdaq Composite (.IXIC) climbed 1.29% to 13,004.85.The CBOE Volatility index (.VIX), known as Wall Street's fear gauge, hit as high as 31.6 points, its highest level since mid-March.Bleak results from pandemic darling Netflix  along with surging bond yields pummeled high-growth stocks last week, bringing year-to-date losses in the tech-heavy Nasdaq (.IXIC) to about 18%.Traders are pricing in big moves by the Fed this year to control inflation after a series of hawkish remarks from policymakers. Fed Chair Jerome Powell last week gave a \"go\" sign to a half-point rate hike in May and signaled he would be open to \"front-end loading\" the U.S. central bank's retreat from super-easy monetary policy. read moreSilicon Motion Technology Corp jumped almost 13%after a report that the chipmaker is exploring a sale.Volume on U.S. exchanges was 12.8 billion shares, compared with the 12.7 billion average for the full session over the last 20 trading days.Declining issues outnumbered advancing ones on the NYSE by a 1.19-to-1 ratio; on Nasdaq, a 1.21-to-1 ratio favored advancers.The S&P 500 posted 2 new 52-week highs and 50 new lows; the Nasdaq Composite recorded 26 new highs and 493 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035437035,"gmtCreate":1647652888995,"gmtModify":1676534255509,"author":{"id":"3579312487183817","authorId":"3579312487183817","name":"Gizmo","avatar":"https://static.tigerbbs.com/887bf6c39b0597e6a9fe6d01520d254e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035437035","repostId":"2220772010","repostType":4,"repost":{"id":"2220772010","pubTimestamp":1647648841,"share":"https://www.laohu8.com/m/news/2220772010?lang=&edition=full","pubTime":"2022-03-19 08:14","market":"us","language":"en","title":"DocuSign Stock Rises as CEO Buy ~$5M in Company Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2220772010","media":"seekingalpha","summary":"DocuSign shares have popped 9.5% on disclosure that CEO Daniel Springer purchased  66,882 shares of ","content":"<html><head></head><body><p>DocuSign shares have popped 9.5% on disclosure that CEO Daniel Springer purchased  66,882 shares of the common&#39;s stock, worth ~$5M.</p><p>The shares were purchased at $73.20 - $77.07 price range in a transaction dated Mar. 15, 2022.</p><p>A look at DOCU&#39;s ownership composition:</p><p><img src=\"https://static.tigerbbs.com/7e6c475214f80f88ffba8b89faecf16b\" tg-width=\"1096\" tg-height=\"272\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>DocuSign plunged 20% on Mar. 11, 2022, after the electronic signature company posted fourth-quarter results that topped estimates, but provided guidance for slower growth, a concern for investors.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>DocuSign Stock Rises as CEO Buy ~$5M in Company Shares</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDocuSign Stock Rises as CEO Buy ~$5M in Company Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-19 08:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3815051-docusign-stock-rises-as-ceo-buy-5m-in-company-shares><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>DocuSign shares have popped 9.5% on disclosure that CEO Daniel Springer purchased  66,882 shares of the common's stock, worth ~$5M.The shares were purchased at $73.20 - $77.07 price range in a ...</p>\n\n<a href=\"https://seekingalpha.com/news/3815051-docusign-stock-rises-as-ceo-buy-5m-in-company-shares\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4528":"SaaS概念","DOCU":"Docusign","BK4023":"应用软件"},"source_url":"https://seekingalpha.com/news/3815051-docusign-stock-rises-as-ceo-buy-5m-in-company-shares","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2220772010","content_text":"DocuSign shares have popped 9.5% on disclosure that CEO Daniel Springer purchased  66,882 shares of the common's stock, worth ~$5M.The shares were purchased at $73.20 - $77.07 price range in a transaction dated Mar. 15, 2022.A look at DOCU's ownership composition:DocuSign plunged 20% on Mar. 11, 2022, after the electronic signature company posted fourth-quarter results that topped estimates, but provided guidance for slower growth, a concern for investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930562636,"gmtCreate":1661989048828,"gmtModify":1676536617008,"author":{"id":"3579312487183817","authorId":"3579312487183817","name":"Gizmo","avatar":"https://static.tigerbbs.com/887bf6c39b0597e6a9fe6d01520d254e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930562636","repostId":"1175758634","repostType":4,"repost":{"id":"1175758634","pubTimestamp":1661959764,"share":"https://www.laohu8.com/m/news/1175758634?lang=&edition=full","pubTime":"2022-08-31 23:29","market":"us","language":"en","title":"Apple: Buy Now And Think Outside The Box","url":"https://stock-news.laohu8.com/highlight/detail?id=1175758634","media":"Seeking Alpha","summary":"SummaryApple’s iPhone event was announced Sept. 7 amid concerns of growing macroeconomic headwinds.T","content":"<html><head></head><body><p>Summary</p><ul><li>Apple’s iPhone event was announced Sept. 7 amid concerns of growing macroeconomic headwinds.</li><li>The earlier than usual timing of Apple’s iPhone event signifies its supply chain problems from 2021 have been eliminated, a tailwind for a strong iPhone 14 introduction.</li><li>Although smartphone sales have slowed in 2022, Apple’s shipments and market share have actually increased.</li><li>Apple&#39;s lack of quantitative guidance for the quarter adds to speculation and complicates investment strategy.</li><li>I see strong growth potential for Apple from microeconomic factors limited by macroeconomic uncertainties.</li></ul><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> stock has been under pressure since the end July 2022 when research companies started publishing disappointing Q2 smartphone shipments and when Micron (MU) presented dire guidance on memory sales following a slowdown in consumer electronicsproducts like smartphone and PCs.</p><p>In this article, I present my thesis that suggests Apple’s flagship smartphone sales will be better than anticipated by a deep dive into 1H2022 results, as will its other products, in light of Apple’s lack of empirical guidance for F4Q.</p><p><b>Apple&#39;s September 7 Event - Earlier Than Usual A Positive With No Supply Chain Problems</b></p><p>Apple recently sent out invitations to its “Far Out” event slated to be held at the Steve Jobs Theater in Cupertino, California on Sept. 7. As seen in Table 1, all iPhone events since the iPhone 4S in 2011 were introduced later than the Sept. 7, 2022, date of the iPhone 14 event.</p><p><img src=\"https://static.tigerbbs.com/451e6dca9b021a86a3b3e6149c2fc333\" tg-width=\"640\" tg-height=\"406\" referrerpolicy=\"no-referrer\"/>Apple</p><p><i>This suggests that Apple’s supply chain is under control and can deliver on time.</i> In previous years, several iPhones were introduced later than planned, primarily due to supply chain issues. The iPhone 12 was delayed because of 5G parts shortages.</p><p>Last year&#39;s iPhone 13 production ultimately fell 20% short of the initial plan in September and October. The root cause of delays revolved around the need for a supplier ramp of sensor-shift optical image stabilization to all four iPhone 13 models when Apple had only used sensor-shift stabilization on the iPhone 12 Pro Max, while the other models relied on OIS (optical image stabilization).</p><p>Even with the iPhone 14 development, there have been glitches in the camera coating. Rear cameras that Taiwan’s Genius Electronic Optical Co. supplied experienced coating-crack quality issues. As a result, Apple had to move 10 million lens orders to Largan Precision to prevent iPhone 14 shipment delays.</p><p><b>Smartphone Shipments May Be Down, But Apple is Up – A Positive</b></p><p>Much of the negative news surrounding the consumer electronics market is a headline that&#39;s not well thought out. Indeed, smartphone shipments decreased on a YoY basis, but Apple shipments increased.</p><p>Research firm Counterpoint Researchsaidthat Apple saw 147% year-over-year growth in the $1,000 and above portion of the smartphone market, accounting for 46% of the total market.</p><p>On aglobal basis, overall smartphone shipments fell -7% YoY to 291 million units in Q2 2022. But Apple shipped 48 million iPhones worldwide, up +3% YoY, for 16% global market share in Q2 2022, as shown in Chart 1. This is the highest second quarter market share for Apple over the past 10 years, at the expense of leading Chinese brands who were hampered by the sluggish performance in both home and overseas market. Apple had a good quarter, led by iPhone 13 series which continued to ramp up volumes in US, China and other key markets, according to the company.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35ce09c08e448a2b3f6e63ee6c14e875\" tg-width=\"296\" tg-height=\"352\" referrerpolicy=\"no-referrer\"/><span>Strategy Analytics</span></p><p>Chart 1</p><h3>Will Dour Economy Influence iPhone 14 Sales?</h3><p>Macroeconomic headwinds have been a challenge for investors, particularly inflation. In the past month since Apple’s F3Q earnings call, these headwinds have abated somewhat. But the reasoning for moving up the Apple event Sept. 7 has raised speculation that it was done in light of the economic malaise impacting consumers prior to further negative news.</p><p>I see the move as an opportunity for Apple to<i>jump start</i>its supply chain economically since its delivery schedule appears to be stable with no glitches. This strategy will financially help suppliers of components as concerns of layoffs and redundancies are on the horizon. It&#39;s also geared to app developers, many of which are small businesses.</p><p>In the past two weeks on thepositive economic side:</p><ul><li>Consumer confidence reached 103.2 in August, an increase of 7.9 from the final reading of 95.3 for July.</li><li>Producer prices fell 0.5% in July from the month before.</li><li>Home prices jumped to a record high in the second quarter</li><li>U.S. consumer sentiment rose in early August to 55.1, continuing its climb from a record low earlier this summer as inflation expectations improved.</li><li>U.S. retail spending held steady in July, and excluding autos and gasoline, spending rose 0.7%.</li><li>Initial jobless claims inched down to a seasonally adjusted 250,000 last week, a sign the labor market is holding up.</li><li>Employers in the U.S. added about 462,000 more jobs in the year through March than the Labor Department originally estimated.</li><li>U.S. GDP fell less than previously thought in second quarter, contracting at a 0.6% annual rate from April to June, down from an initial 0.9% rate earlier.</li></ul><p>On the not-so-positive side:</p><ul><li>Durable-goods orders unchanged in July, as businesses pulled back on orders for long-lasting goods, reflecting a cooling in demand amid other signs of a slowing U.S. economy.</li><li>Consumer spending inched up 0.1% in July as inflation remained near a four-decade high.</li><li>New applications for unemployment benefits, which edged higher to 262,000 last week, have been on an upward trend since reaching a 50-year low in March.</li><li>Housing starts in the U.S. declined 9.6% in July from the month before as high inflation and higher mortgage rates make it more expensive to build and buy property.</li><li>U.S. existing home sales fell in July for the sixth straight month, the longest streak of declines in more than eight years, as higher mortgage rates and a shortage of homes for sale are cooling the market.</li><li>Businesses pulled back on orders for long-lasting goods, reflecting a cooling in demand amid other signs of a slowing U.S. economy.</li></ul><p>Keep in mind that the above issues are for the U.S. economy, and globally they could be very different. TheConference Boardforecasts global GDP growth of 2.7 percent for 2022 and 1.7 percent for 2023.</p><p>Given stronger-than-expected Q2 data and upward revisions to Q1, forecasts for the full year 2022 are revised upward for the Euro Area. But as headwinds are intensifying, the Conference Board lowered its 2023 GDP growth estimates.</p><p>The full-year 2022 GDP growth projection for China was downgraded by 0.3 percentage points to account for a weaker-than-expected services recovery in the second half of the year.</p><h3><b>Investor Takeaway</b></h3><p>Apple reported F3Q revenue of $63.4 billion with a June quarter revenue record for iPhone.</p><p>At itsF3Q earnings call, according to Luca Maestri - SVP &amp; CFO:</p><blockquote>“iPhone revenue grew 3% year-over-year to a June quarter record of $40.7 billion despite foreign exchange headwinds as customer response to our iPhone 13 family continue to be strong. We set June quarter records in both developed and emerging markets. And the iPhone active installed base reached a new all-time high across all geographies as a result of this level of sales performance combined with unmatched customer loyalty.”</blockquote><p>Table 2 shows Apple&#39;s revenues for FY2020 and FY2021 and my estimates for FY2022 to FY2024. I forecast that for FY2022 only the iPad will be impacted by the slowing demand for consumer electronics products. Other than that data metric, revenue for each product line will increase yearly.</p><p>Apple’s services revenue reaching $112 billion in FY 2024. Importantly, services will grow to 25.6% of total revenues in FY2024, up from 18.7% in FY2021.</p><p>Gross margin was guided sequentially lower (41.5-42.5% versus 43.3% in F3Q). Chart 2 shows Apple’s meteoric rise in gross margins over the past five-year period. In my opinion, the possibility of a guided drop holds less significance given it rose from 38% over the previous four years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cb1c84c3fdbe6c680c06f4b5ddd9064\" tg-width=\"634\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/><span>Chart 2</span></p><p>My main concern is that despite a positive scenario I presented in this article, technology stock performance continues to be strongly correlated with the 10-year Treasury Rate. I discussed this in detail in my July 1, 2022, Seeking Alpha article entitled “Why Are Tech Stocks Selling Off And What Is The Outlook?”</p><p>Chart 3 shows this correlation with Apple shares. U.S. Treasury yields rose again after Fed Chair Powell signaled further interest rate hikes last week. Uncertainty remains high over the course of inflation, energy prices, the war in Ukraine, and economic policy in China. That has resulted in a corresponding drop in Apple shares.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/687b5eefc5a181794d19e62d3abe4c8f\" tg-width=\"634\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Chart 3</span></p><p>While the 10-year Treasury Rate is increasing and responsible for technology shares decreasing, the two-year Treasury Rate is increasing faster. As shown in Chart 4, this has resulted in an inverted yield curve, with the 10-2 year spread at -0.30%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2eab5a850395d356059c7c5ab760570b\" tg-width=\"634\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/><span>Chart 4</span></p><p>An inverted yield curve occurs when near-term risks increase. Investors demand relatively greater compensation from shorter-term Treasuries, and long-term expectations for the economy sour.</p><p>There have been six major US recessions, defined byat least two consecutive quarters of negative GDP growth, since 1976. Represented by gray panels in the below chart, all six recessions were preceded by the 10-2 spread going negative, and each recession occurred less than two years after the 10-2 spread first inverted.</p><p>Apple’s Sept. 7 iPhone 14 event will provide the press with information on increments of performance improvements beyond the iPhone 13. That seems to be standard operating procedure for Apple with each iteration of iPhone announced. However, it&#39;s the backdrop of this event that provides details about the health of the company amid macroeconomic concerns.</p><p>My attempts to “think outside the box” suggest to readers that the “bright spots” in Apple’s timing of the event (a positive) and its ancillary performance in iPhone shipments and market shares (a positive) are a buying opportunity for investors.</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>Apple: Buy Now And Think Outside The Box</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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As seen in Table 1, all iPhone events since the iPhone 4S in 2011 were introduced later than the Sept. 7, 2022, date of the iPhone 14 event.AppleThis suggests that Apple’s supply chain is under control and can deliver on time. In previous years, several iPhones were introduced later than planned, primarily due to supply chain issues. The iPhone 12 was delayed because of 5G parts shortages.Last year's iPhone 13 production ultimately fell 20% short of the initial plan in September and October. The root cause of delays revolved around the need for a supplier ramp of sensor-shift optical image stabilization to all four iPhone 13 models when Apple had only used sensor-shift stabilization on the iPhone 12 Pro Max, while the other models relied on OIS (optical image stabilization).Even with the iPhone 14 development, there have been glitches in the camera coating. Rear cameras that Taiwan’s Genius Electronic Optical Co. supplied experienced coating-crack quality issues. As a result, Apple had to move 10 million lens orders to Largan Precision to prevent iPhone 14 shipment delays.Smartphone Shipments May Be Down, But Apple is Up – A PositiveMuch of the negative news surrounding the consumer electronics market is a headline that's not well thought out. Indeed, smartphone shipments decreased on a YoY basis, but Apple shipments increased.Research firm Counterpoint Researchsaidthat Apple saw 147% year-over-year growth in the $1,000 and above portion of the smartphone market, accounting for 46% of the total market.On aglobal basis, overall smartphone shipments fell -7% YoY to 291 million units in Q2 2022. But Apple shipped 48 million iPhones worldwide, up +3% YoY, for 16% global market share in Q2 2022, as shown in Chart 1. This is the highest second quarter market share for Apple over the past 10 years, at the expense of leading Chinese brands who were hampered by the sluggish performance in both home and overseas market. Apple had a good quarter, led by iPhone 13 series which continued to ramp up volumes in US, China and other key markets, according to the company.Strategy AnalyticsChart 1Will Dour Economy Influence iPhone 14 Sales?Macroeconomic headwinds have been a challenge for investors, particularly inflation. In the past month since Apple’s F3Q earnings call, these headwinds have abated somewhat. But the reasoning for moving up the Apple event Sept. 7 has raised speculation that it was done in light of the economic malaise impacting consumers prior to further negative news.I see the move as an opportunity for Apple tojump startits supply chain economically since its delivery schedule appears to be stable with no glitches. This strategy will financially help suppliers of components as concerns of layoffs and redundancies are on the horizon. It's also geared to app developers, many of which are small businesses.In the past two weeks on thepositive economic side:Consumer confidence reached 103.2 in August, an increase of 7.9 from the final reading of 95.3 for July.Producer prices fell 0.5% in July from the month before.Home prices jumped to a record high in the second quarterU.S. consumer sentiment rose in early August to 55.1, continuing its climb from a record low earlier this summer as inflation expectations improved.U.S. retail spending held steady in July, and excluding autos and gasoline, spending rose 0.7%.Initial jobless claims inched down to a seasonally adjusted 250,000 last week, a sign the labor market is holding up.Employers in the U.S. added about 462,000 more jobs in the year through March than the Labor Department originally estimated.U.S. GDP fell less than previously thought in second quarter, contracting at a 0.6% annual rate from April to June, down from an initial 0.9% rate earlier.On the not-so-positive side:Durable-goods orders unchanged in July, as businesses pulled back on orders for long-lasting goods, reflecting a cooling in demand amid other signs of a slowing U.S. economy.Consumer spending inched up 0.1% in July as inflation remained near a four-decade high.New applications for unemployment benefits, which edged higher to 262,000 last week, have been on an upward trend since reaching a 50-year low in March.Housing starts in the U.S. declined 9.6% in July from the month before as high inflation and higher mortgage rates make it more expensive to build and buy property.U.S. existing home sales fell in July for the sixth straight month, the longest streak of declines in more than eight years, as higher mortgage rates and a shortage of homes for sale are cooling the market.Businesses pulled back on orders for long-lasting goods, reflecting a cooling in demand amid other signs of a slowing U.S. economy.Keep in mind that the above issues are for the U.S. economy, and globally they could be very different. TheConference Boardforecasts global GDP growth of 2.7 percent for 2022 and 1.7 percent for 2023.Given stronger-than-expected Q2 data and upward revisions to Q1, forecasts for the full year 2022 are revised upward for the Euro Area. But as headwinds are intensifying, the Conference Board lowered its 2023 GDP growth estimates.The full-year 2022 GDP growth projection for China was downgraded by 0.3 percentage points to account for a weaker-than-expected services recovery in the second half of the year.Investor TakeawayApple reported F3Q revenue of $63.4 billion with a June quarter revenue record for iPhone.At itsF3Q earnings call, according to Luca Maestri - SVP & CFO:“iPhone revenue grew 3% year-over-year to a June quarter record of $40.7 billion despite foreign exchange headwinds as customer response to our iPhone 13 family continue to be strong. We set June quarter records in both developed and emerging markets. And the iPhone active installed base reached a new all-time high across all geographies as a result of this level of sales performance combined with unmatched customer loyalty.”Table 2 shows Apple's revenues for FY2020 and FY2021 and my estimates for FY2022 to FY2024. I forecast that for FY2022 only the iPad will be impacted by the slowing demand for consumer electronics products. Other than that data metric, revenue for each product line will increase yearly.Apple’s services revenue reaching $112 billion in FY 2024. Importantly, services will grow to 25.6% of total revenues in FY2024, up from 18.7% in FY2021.Gross margin was guided sequentially lower (41.5-42.5% versus 43.3% in F3Q). Chart 2 shows Apple’s meteoric rise in gross margins over the past five-year period. In my opinion, the possibility of a guided drop holds less significance given it rose from 38% over the previous four years.Chart 2My main concern is that despite a positive scenario I presented in this article, technology stock performance continues to be strongly correlated with the 10-year Treasury Rate. I discussed this in detail in my July 1, 2022, Seeking Alpha article entitled “Why Are Tech Stocks Selling Off And What Is The Outlook?”Chart 3 shows this correlation with Apple shares. U.S. Treasury yields rose again after Fed Chair Powell signaled further interest rate hikes last week. Uncertainty remains high over the course of inflation, energy prices, the war in Ukraine, and economic policy in China. That has resulted in a corresponding drop in Apple shares.Chart 3While the 10-year Treasury Rate is increasing and responsible for technology shares decreasing, the two-year Treasury Rate is increasing faster. As shown in Chart 4, this has resulted in an inverted yield curve, with the 10-2 year spread at -0.30%.Chart 4An inverted yield curve occurs when near-term risks increase. Investors demand relatively greater compensation from shorter-term Treasuries, and long-term expectations for the economy sour.There have been six major US recessions, defined byat least two consecutive quarters of negative GDP growth, since 1976. Represented by gray panels in the below chart, all six recessions were preceded by the 10-2 spread going negative, and each recession occurred less than two years after the 10-2 spread first inverted.Apple’s Sept. 7 iPhone 14 event will provide the press with information on increments of performance improvements beyond the iPhone 13. That seems to be standard operating procedure for Apple with each iteration of iPhone announced. However, it's the backdrop of this event that provides details about the health of the company amid macroeconomic concerns.My attempts to “think outside the box” suggest to readers that the “bright spots” in Apple’s timing of the event (a positive) and its ancillary performance in iPhone shipments and market shares (a positive) are a buying opportunity for investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992799497,"gmtCreate":1661378567822,"gmtModify":1676536504273,"author":{"id":"3579312487183817","authorId":"3579312487183817","name":"Gizmo","avatar":"https://static.tigerbbs.com/887bf6c39b0597e6a9fe6d01520d254e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992799497","repostId":"2261680754","repostType":4,"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9072226500,"gmtCreate":1658042923100,"gmtModify":1676536098124,"author":{"id":"3579312487183817","authorId":"3579312487183817","name":"Gizmo","avatar":"https://static.tigerbbs.com/887bf6c39b0597e6a9fe6d01520d254e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072226500","repostId":"2251841965","repostType":4,"repost":{"id":"2251841965","pubTimestamp":1658022733,"share":"https://www.laohu8.com/m/news/2251841965?lang=&edition=full","pubTime":"2022-07-17 09:52","market":"us","language":"en","title":"Is the New Netflix-Microsoft Partnership a Massive Mistake?","url":"https://stock-news.laohu8.com/highlight/detail?id=2251841965","media":"Motley Fool","summary":"Microsoft will power Netflix's ads, but the competition will be stiff.","content":"<html><head></head><body><p><b>Microsoft</b> (MSFT 1.04%) has signed a deal with <b>Netflix</b> (NFLX 8.20%) to provide the technology and sales expertise that will underpin the streamer&#39;s upcoming ad-supported tier. For Netflix, working with one of the biggest tech firms in the world on one of its most important projects in recent years is somewhat of a boon. And for Microsoft, overseeing the nascent ad product for the most popular streaming service on the planet only serves to boost its suite of marketing services.</p><p>Still, for both companies, the risks of failure can&#39;t be overstated. Netflix has positioned a lower-cost ad-supported offering as a strategy to combat falling subscriber numbers. Meanwhile, Microsoft no longer operates a streaming platform upon which to sell video ads (R.I.P. Mixer). Fundamentally, this is an enormous opportunity for the two companies, but there&#39;s a chance they both might have bitten off more than they can chew.</p><p><img src=\"https://static.tigerbbs.com/cbf031077a10148043ed57861a913572\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>Why not Google or Meta?</h2><p>When talking about advertising in the internet age, <b>Alphabet</b>&#39;s Google and <b>Meta</b> are always part of the conversation. Google generated almost $210 billion from ads last year, while Meta pulled in close to $115 billion. By contrast, Microsoft drew just $10 billion in ad revenue in 2021.</p><p>Of course, Microsoft has never presented itself as an advertising-driven operation -- it&#39;s always been a software and services business. Conversely, Google and Meta built their fortunes by creating successful ad platforms, and their successes have been borne out by the fact that marketers want to use their tools.</p><p>Needless to say, as video has become a major part of the modern web experience, Google and Meta have been there to exploit the advertising opportunities: Google&#39;s YouTube serves 1 billion hours of content each day, while Meta&#39;s Instagram Reels can reach as many as 675.3 million users each month. With those achievements in mind, why didn&#39;t Netflix choose to partner with Google or Meta?</p><h2>The need for control</h2><p>Neither Microsoft nor Netflix have provided specifics about the tie-up, so it&#39;s unwise to speculate whether there were any financial incentives or other favorable terms that helped seal the deal. However, in Netflix&#39;s press release discussing the arrangement, there may be a clue: Netflix wants control.</p><p>&#34;Microsoft has the proven ability to support all our advertising needs as we work together to build a new ad-supported offering,&#34; Netflix stated. &#34;More importantly, Microsoft offered the flexibility to innovate over time on both the technology and sales side, as well as strong privacy protections for our members.&#34;</p><p>Reading between the lines, Netflix seems to suggest it doesn&#39;t yet know how advertising will work on its platform -- if at all. By working with the seventh-most-popular global ad network, it will almost certainly have more say over the frequency and quality of the ads it offers. It&#39;s also possible Microsoft could give them more performance insight than they might get from bigger players. Plus, privacy protections are a bonus because Google and Meta both have muddy histories on that front.</p><h2>Are the trade-offs worth it?</h2><p>Despite all the reasons for Netflix opting to work with Microsoft, there are a host of reasons it could ultimately prove to be a misstep. Notably, it&#39;s not just the money Microsoft has (or has not) previously generated in the ad-network space that matters, it&#39;s also the relationships associated with that revenue. It&#39;s almost inevitable that the larger the ad network, the more connections it has with marketers.</p><p>For Netflix -- a company that&#39;s literally creating a whole new pricing tier subsidized by advertisers -- access to the biggest available pool of marketers will be important. That need will be even greater when you consider the user experience -- subscribers will quickly become irritated if they&#39;re shown the same carousel of ads over and again while binging <i>Stranger Thing</i>s. Does Microsoft have a deep-enough pool of connections to really satisfy Netflix&#39;s needs?</p><p>As things stand, many details of Netflix&#39;s ad-supported plan are still vague, so it&#39;s possible a lot of these concerns may be addressed in the company&#39;s upcoming Q2 earnings call. Investors should see what Netflix says about how its ad-based tier will operate, as well as any details about how long they&#39;re tied to Microsoft. After all, if the streamer wants &#34;flexibility,&#34; part of that idea might be eventually moving to an ad network that has more stature in the advertising industry.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is the New Netflix-Microsoft Partnership a Massive Mistake?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs the New Netflix-Microsoft Partnership a Massive Mistake?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-17 09:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/16/is-the-new-netflix-microsoft-partnership-a-mistake/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (MSFT 1.04%) has signed a deal with Netflix (NFLX 8.20%) to provide the technology and sales expertise that will underpin the streamer's upcoming ad-supported tier. For Netflix, working with...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/16/is-the-new-netflix-microsoft-partnership-a-mistake/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4528":"SaaS概念","BK4516":"特朗普概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4570":"地缘局势概念股","BK4108":"电影和娱乐","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4567":"ESG概念","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","QNETCN":"纳斯达克中美互联网老虎指数","BK4525":"远程办公概念","NFLX":"奈飞","BK4566":"资本集团","MSFT":"微软","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4577":"网络游戏","NGD":"New Gold","BK4527":"明星科技股","BK4538":"云计算","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4097":"系统软件","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4017":"黄金"},"source_url":"https://www.fool.com/investing/2022/07/16/is-the-new-netflix-microsoft-partnership-a-mistake/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2251841965","content_text":"Microsoft (MSFT 1.04%) has signed a deal with Netflix (NFLX 8.20%) to provide the technology and sales expertise that will underpin the streamer's upcoming ad-supported tier. For Netflix, working with one of the biggest tech firms in the world on one of its most important projects in recent years is somewhat of a boon. And for Microsoft, overseeing the nascent ad product for the most popular streaming service on the planet only serves to boost its suite of marketing services.Still, for both companies, the risks of failure can't be overstated. Netflix has positioned a lower-cost ad-supported offering as a strategy to combat falling subscriber numbers. Meanwhile, Microsoft no longer operates a streaming platform upon which to sell video ads (R.I.P. Mixer). Fundamentally, this is an enormous opportunity for the two companies, but there's a chance they both might have bitten off more than they can chew.Image source: Getty Images.Why not Google or Meta?When talking about advertising in the internet age, Alphabet's Google and Meta are always part of the conversation. Google generated almost $210 billion from ads last year, while Meta pulled in close to $115 billion. By contrast, Microsoft drew just $10 billion in ad revenue in 2021.Of course, Microsoft has never presented itself as an advertising-driven operation -- it's always been a software and services business. Conversely, Google and Meta built their fortunes by creating successful ad platforms, and their successes have been borne out by the fact that marketers want to use their tools.Needless to say, as video has become a major part of the modern web experience, Google and Meta have been there to exploit the advertising opportunities: Google's YouTube serves 1 billion hours of content each day, while Meta's Instagram Reels can reach as many as 675.3 million users each month. With those achievements in mind, why didn't Netflix choose to partner with Google or Meta?The need for controlNeither Microsoft nor Netflix have provided specifics about the tie-up, so it's unwise to speculate whether there were any financial incentives or other favorable terms that helped seal the deal. However, in Netflix's press release discussing the arrangement, there may be a clue: Netflix wants control.\"Microsoft has the proven ability to support all our advertising needs as we work together to build a new ad-supported offering,\" Netflix stated. \"More importantly, Microsoft offered the flexibility to innovate over time on both the technology and sales side, as well as strong privacy protections for our members.\"Reading between the lines, Netflix seems to suggest it doesn't yet know how advertising will work on its platform -- if at all. By working with the seventh-most-popular global ad network, it will almost certainly have more say over the frequency and quality of the ads it offers. It's also possible Microsoft could give them more performance insight than they might get from bigger players. Plus, privacy protections are a bonus because Google and Meta both have muddy histories on that front.Are the trade-offs worth it?Despite all the reasons for Netflix opting to work with Microsoft, there are a host of reasons it could ultimately prove to be a misstep. Notably, it's not just the money Microsoft has (or has not) previously generated in the ad-network space that matters, it's also the relationships associated with that revenue. It's almost inevitable that the larger the ad network, the more connections it has with marketers.For Netflix -- a company that's literally creating a whole new pricing tier subsidized by advertisers -- access to the biggest available pool of marketers will be important. That need will be even greater when you consider the user experience -- subscribers will quickly become irritated if they're shown the same carousel of ads over and again while binging Stranger Things. Does Microsoft have a deep-enough pool of connections to really satisfy Netflix's needs?As things stand, many details of Netflix's ad-supported plan are still vague, so it's possible a lot of these concerns may be addressed in the company's upcoming Q2 earnings call. Investors should see what Netflix says about how its ad-based tier will operate, as well as any details about how long they're tied to Microsoft. After all, if the streamer wants \"flexibility,\" part of that idea might be eventually moving to an ad network that has more stature in the advertising industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041712816,"gmtCreate":1656111098636,"gmtModify":1676535767777,"author":{"id":"3579312487183817","authorId":"3579312487183817","name":"Gizmo","avatar":"https://static.tigerbbs.com/887bf6c39b0597e6a9fe6d01520d254e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041712816","repostId":"2245227500","repostType":4,"repost":{"id":"2245227500","pubTimestamp":1656062886,"share":"https://www.laohu8.com/m/news/2245227500?lang=&edition=full","pubTime":"2022-06-24 17:28","market":"us","language":"en","title":"Palantir: A Strong Recession Play","url":"https://stock-news.laohu8.com/highlight/detail?id=2245227500","media":"seekingalpha","summary":"SummaryPalantir’s shares have been trampled upon this year.The firm's government segment and recent ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir’s shares have been trampled upon this year.</li><li>The firm&#39;s government segment and recent contract win should stabilize Palantir as the economy likely heads into a recession.</li><li>Palantir is cashed up and has no financial debt.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/23d0f121f38325521c0b8ebbb42b26b3\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Michael Vi/iStock Editorial via Getty Images</span></p><p>Shares of software analytics company <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> (NYSE:PLTR) have so far lost 50% of their value year to date. This is despite Palantir making significant progress regarding customer acquisition and improving monetization. The market may currently not favor Palantir, but the company represents compelling value for investors in a recession: Palantir has a stable government business with predictable revenues and a very promising commercial business that is seeing accelerating momentum. I believe shares are too cheap given the firm’s potential in the big data niche, and the risk profile around $9 is highly favorable!</p><p><b>Palantir: Down But Not Out</b></p><p>Shares of Palantir have cratered this year as investors swapped growth stocks for value stocks. Inflation is soaring, higher interest rates are starting to create headwinds for stocks, and the Ukraine-Russia conflict has amplified supply chain disruptions. However, I believe Palantir’s government business offers stability and predictable revenue growth during more uncertain and volatile times, while the commercial business provides upside potential.</p><p><img src=\"https://static.tigerbbs.com/980790d9b734c82ef3a21d3baba26516\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Its Government Business Stabilizes Palantir In A Recession</b></p><p>Palantir’s reliance on government contracts is a key asset for the software analytics company, especially if a recession makes it harder for companies to earn a dollar. Palantir’s government business generated $241.8M in revenues in the first-quarter, showing an increase of 16% year over year. Commercial revenues increased at a rate three times faster, as more companies adopt Palantir&#39;s Foundry platforms. Government revenues accounted for 54% of Palantir’s revenues in Q1’22. Going forward, the U.S. government is going to remain Palantir&#39;s largest and most important client.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a46c00ed600f7a80926b31087eb09124\" tg-width=\"724\" tg-height=\"145\" width=\"100%\" height=\"auto\"/><span>Palantir</span></p><p>In the first week of June, Palantir announced that the U.S. Space Systems Command awarded the company a $53.8M contract increase related to deployment of Palantir’s Data-as-a-Service platform. The total deal value has since risen to $175.4M.</p><p>The deal with the U.S. Space Systems Command is only one deal the company has struck lately, and Palantir has been exceptionally successful in growing its combined deal value over time. Palantir ended the first-quarter with a total remaining deal value of $3.5B, showing 26% year-over-year growth. The number of new deals closed soared 157% in Q1’22 to 208, while billings increased 35% year over year to $490M.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d1f3ce19dccc864789948657271d33\" tg-width=\"1280\" tg-height=\"553\" width=\"100%\" height=\"auto\"/><span>Palantir</span></p><p>As the company onboards more clients this year, especially in the commercial business -- which is where Palantir’s acquisition momentum is -- the firm has a real chance of growing its operating margins and achieve profitability. Palantir generates adjusted operating margins of around 30% right now, but could achieve margins between 35-40% longer term as customer monetization improves.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f50d239dc63888e8345c1929345de3d0\" tg-width=\"1280\" tg-height=\"368\" width=\"100%\" height=\"auto\"/><span>Palantir</span></p><p><b>Recession-Proof Balance Sheet</b></p><p>Besides a strong government business, Palantir has a fortress balance sheet that protects the firm against recession-induced downside. The big data company had $2.3B in cash on its balance sheet at the end of the first-quarter, and the company did not have any financial liabilities.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fc937ac14192176064c185ca124af26\" tg-width=\"909\" tg-height=\"692\" width=\"100%\" height=\"auto\"/><span>Palantir</span></p><p><b>Palantir’s Growth Is Discounted</b></p><p>There is no denying it: the market doesn’t value growth stocks very much right now… and this is why shares of Palantir have revalued to just $9. However, I believe Palantir represents deep value at this price and valuation level, in large part because the firm will continue to grow its top line at impressive rates. Management recently reaffirmed its outlook for 30% annual revenue growth until FY 2025, and I believe this is a very achievable goal.</p><p>Palantir is just on the cusp of being profitable, too. Estimates call for $0.16 per-share in profits in FY 2022 and $0.24 per-share in FY 2023. Based off of FY 2023 estimates, Palantir has a price-to-earnings ratio of 38X... which is not a high ratio for a company that expects 30% annual revenue growth.</p><p><img src=\"https://static.tigerbbs.com/a023e3bc055503b924109cea29812007\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Risks With Palantir</b></p><p>A major risk for Palantir would be if the U.S. government, which is responsible for the majority of Palantir’s revenues, decided to reduce its spending on the firm’s products and services during a recession. Another risk is that the company is diluting shareholders... for which Palantir’s management has been rightfully criticized. I would change my mind about Palantir if the company were to scrap its long term guidance of 30% annual revenue growth or if customer acquisition rates deteriorated.</p><p><b>Final Thoughts</b></p><p>Palantir may be down big at the moment, but the long term outlook for revenue growth is unchanged. Palantir has a very profitable government segment that should help stabilize the firm in a recession, and the balance sheet looks very robust as well.</p><p>At the same time, the commercial segment has upside potential through incremental customer acquisition and stronger monetization. Recent contracts wins and Palantir’s massive order backlog all but guarantee steady cash flow for Palantir in the coming years. Shares of Palantir have become way too cheap, and the risk profile remains heavily skewed to the upside!</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: A Strong Recession Play</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: A Strong Recession Play\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-24 17:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4519977-palantir-a-strong-recession-play><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir’s shares have been trampled upon this year.The firm's government segment and recent contract win should stabilize Palantir as the economy likely heads into a recession.Palantir is ...</p>\n\n<a href=\"https://seekingalpha.com/article/4519977-palantir-a-strong-recession-play\">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/4519977-palantir-a-strong-recession-play","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2245227500","content_text":"SummaryPalantir’s shares have been trampled upon this year.The firm's government segment and recent contract win should stabilize Palantir as the economy likely heads into a recession.Palantir is cashed up and has no financial debt.Michael Vi/iStock Editorial via Getty ImagesShares of software analytics company Palantir Technologies Inc. (NYSE:PLTR) have so far lost 50% of their value year to date. This is despite Palantir making significant progress regarding customer acquisition and improving monetization. The market may currently not favor Palantir, but the company represents compelling value for investors in a recession: Palantir has a stable government business with predictable revenues and a very promising commercial business that is seeing accelerating momentum. I believe shares are too cheap given the firm’s potential in the big data niche, and the risk profile around $9 is highly favorable!Palantir: Down But Not OutShares of Palantir have cratered this year as investors swapped growth stocks for value stocks. Inflation is soaring, higher interest rates are starting to create headwinds for stocks, and the Ukraine-Russia conflict has amplified supply chain disruptions. However, I believe Palantir’s government business offers stability and predictable revenue growth during more uncertain and volatile times, while the commercial business provides upside potential.Its Government Business Stabilizes Palantir In A RecessionPalantir’s reliance on government contracts is a key asset for the software analytics company, especially if a recession makes it harder for companies to earn a dollar. Palantir’s government business generated $241.8M in revenues in the first-quarter, showing an increase of 16% year over year. Commercial revenues increased at a rate three times faster, as more companies adopt Palantir's Foundry platforms. Government revenues accounted for 54% of Palantir’s revenues in Q1’22. Going forward, the U.S. government is going to remain Palantir's largest and most important client.PalantirIn the first week of June, Palantir announced that the U.S. Space Systems Command awarded the company a $53.8M contract increase related to deployment of Palantir’s Data-as-a-Service platform. The total deal value has since risen to $175.4M.The deal with the U.S. Space Systems Command is only one deal the company has struck lately, and Palantir has been exceptionally successful in growing its combined deal value over time. Palantir ended the first-quarter with a total remaining deal value of $3.5B, showing 26% year-over-year growth. The number of new deals closed soared 157% in Q1’22 to 208, while billings increased 35% year over year to $490M.PalantirAs the company onboards more clients this year, especially in the commercial business -- which is where Palantir’s acquisition momentum is -- the firm has a real chance of growing its operating margins and achieve profitability. Palantir generates adjusted operating margins of around 30% right now, but could achieve margins between 35-40% longer term as customer monetization improves.PalantirRecession-Proof Balance SheetBesides a strong government business, Palantir has a fortress balance sheet that protects the firm against recession-induced downside. The big data company had $2.3B in cash on its balance sheet at the end of the first-quarter, and the company did not have any financial liabilities.PalantirPalantir’s Growth Is DiscountedThere is no denying it: the market doesn’t value growth stocks very much right now… and this is why shares of Palantir have revalued to just $9. However, I believe Palantir represents deep value at this price and valuation level, in large part because the firm will continue to grow its top line at impressive rates. Management recently reaffirmed its outlook for 30% annual revenue growth until FY 2025, and I believe this is a very achievable goal.Palantir is just on the cusp of being profitable, too. Estimates call for $0.16 per-share in profits in FY 2022 and $0.24 per-share in FY 2023. Based off of FY 2023 estimates, Palantir has a price-to-earnings ratio of 38X... which is not a high ratio for a company that expects 30% annual revenue growth.Risks With PalantirA major risk for Palantir would be if the U.S. government, which is responsible for the majority of Palantir’s revenues, decided to reduce its spending on the firm’s products and services during a recession. Another risk is that the company is diluting shareholders... for which Palantir’s management has been rightfully criticized. I would change my mind about Palantir if the company were to scrap its long term guidance of 30% annual revenue growth or if customer acquisition rates deteriorated.Final ThoughtsPalantir may be down big at the moment, but the long term outlook for revenue growth is unchanged. Palantir has a very profitable government segment that should help stabilize the firm in a recession, and the balance sheet looks very robust as well.At the same time, the commercial segment has upside potential through incremental customer acquisition and stronger monetization. Recent contracts wins and Palantir’s massive order backlog all but guarantee steady cash flow for Palantir in the coming years. Shares of Palantir have become way too cheap, and the risk profile remains heavily skewed to the upside!","news_type":1},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084805443,"gmtCreate":1650845133991,"gmtModify":1676534801100,"author":{"id":"3579312487183817","authorId":"3579312487183817","name":"Gizmo","avatar":"https://static.tigerbbs.com/887bf6c39b0597e6a9fe6d01520d254e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084805443","repostId":"2230872118","repostType":4,"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}