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2022-07-04

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2022-07-15

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2022-06-09

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2022-08-04

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3 Cryptos to Buy and Hold During a Crypto Winter

2022-07-01

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Shopify: Stock Split Gimmick Didn't Work

2022-07-04

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2022-06-24

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Netflix Layoffs June 2022: What to Know About Netflix’s Latest Job Cuts

2022-07-01

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Airbnb: Could a Recession Take Air Out of the Stock?

2022-06-26

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2022-06-24

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2022-06-09

$Netflix(NFLX)$good buy?

2022-06-09

How is this going to help Netflix?

ROKU Stock News: 10 Things to Know About the Netflix Deal Rumors Pushing Roku Shares Higher

2022-06-09

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Will Netflix Buy Roku? What 2 Pros Say

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The historical chip cycles lasted about 3.5 to 4 years, and I foresee the current downturn stage to last into late 2022 or early 2023.</li><li>However, valuation always reacts more hastily and seems already raced to the bottom ahead of fundamentals.</li></ul><p><b>The investment thesis</b></p><p>The chip business is notoriously cyclical, more so than the overall economy at least. And by this time, it is kind of public information that the last chip cycle has already passed its peak. You can see that either from the stock prices (chart 1 below) or the sales (chart 2 below). Chart 1 shows the YTD price decline of the sector&#39;s two leading stocks, NVIDIA (NASDAQ:NVDA) and Micron (NASDAQ:MU). NVDA suffered a total loss of more than 48% YTD and MU more than 36% (which requires a 92% and 56% rally to break even, respectively). In contrast, the overall tech sector (represented by the QQQ fund) suffered a relatively milder correction of 28% loss.</p><p>Chart 2, taken from this Reuters report, shows the cyclicality of the sector more vividly. The report calls the current stage the toilet paper hoarding moment for the chip business, for good ideas. Due to the chip shortage earlier in the year, companies started to hoard chips &#34;just in case&#34; they need them and cannot get them (just like people hoarding toilet paper when COVID first broke out). And quickly the shortage turns into a glut, taking chip companies such as NVDA and MU and also Wall Street by surprise in the same way the toilet paper hoarding surprised Kimberly-Clark (KMB) and Clorox (CLX).</p><p>You can see the cyclical dynamics pretty clearly in the chart. Sales growth (the orange bars) went through almost a perfect sine wave, with about a 3.5 to 4 years cycle. The growth peaked in early 2018 and then again in 2021 September. The growth (or negative growth to be more precise) bottomed for the last time in June 2019. If it follows the same 3.5 to 4 years cycle, then one would expect the next bottom to occur in the second half of 2022 or early 2023.</p><p>In investing, trying to perfectly time the entry at the bottom is a fool&#39;s errand, both practically and emotionally. However, investors can develop a pretty good sense of where the pendulum currently is through study and research, especially similar historical events. And such a general idea is already sufficient to drive good investment returns. It is always better to be approximately right (or directionally right) than precisely wrong.</p><p>In the remainder of this article, I will share my experiences and outlook for the chip cycle with a focus on NVDA and MU. You will see that my view is that the business fundamental cycle has not bottomed yet (again, I expect that to happen in the second half of 2022 or early 2023), but the valuation cycle has gotten there already (valuation always leads fundamentals). And this is the reason we started a position in MU recently. I will also share some thoughts on why I prefer MU over NVDA toward the end.</p><p><img src=\"https://static.tigerbbs.com/a4fedf37b7fcc8538bb1b23a701e0d79\" tg-width=\"640\" tg-height=\"444\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p><img src=\"https://static.tigerbbs.com/9929fef87391830d4ba8f993b382902e\" tg-width=\"640\" tg-height=\"325\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Techinsights Inc and Reuters</p><p><b>Where are we in the cycle?</b></p><p>The Reuters chart above showed the cyclicality of the general chip sector in the past 5 years (which is about one cycle). And the chart below broadens the view a bit to the past 10 years, showing the last two cycles for NVDA and MU. You see the same sine wave behavior. At a deeper level, nothing &#34;new&#34; really happens in investing. Things may take on new names (AI, cryptocurrency, et al), but the fundamental governing laws never change as long as human nature does not change.</p><p>Philosophies aside, we see that the previous chip expansion cycle peaked in 2014 and peaked again toward 2018, resulting in a cycle of about 4 years ago (in the 3.5 to 4 years range). Similarly, the contracting cycle reached its worst in 2016 and again toward 2020, showing the 3.5 to 4 years cyclicality once again.</p><p><img src=\"https://static.tigerbbs.com/7fe00777c85fe9898934d093206b5d8a\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>Looking forward, I foresee the next steps will be like the following. Again, I won&#39;t pretend that I can predict the details and specific timing precisely. But I&#39;ve seen the movie and read the script multiple times before both in the chip sector and other sectors. Hence, I am quite confident about the general direction, which has been sufficient to guide my investment decisions (e.g., to stay away from the chip sector no matter how hyped they are during 2021). On the demand side, the market will first have to digest the chips that they have hoarded. On the supply side, MU and NVDA will have to sell their own accumulated inventory first, which will take some time as the demand will be low. You can see the signs from the chart below, which shows that days of inventory standing. MU&#39;s inventory fluctuated in a range between about 80 days to 128 days with an average of 104 days in the past 10 years.</p><p>NVDA&#39;s inventory fluctuated in a range between about 67 days to 112 days with an average of 86 days in the past 10 years. Both their inventories reached a 10-year peak around 2020 and 2021, which to me is a clear sign of overexpansion and overconfidence (that their products will sell as fast as they can make them). Then in a wicked way, the COVID and global supply chain disruptions actually helped them and provided data to support their overconfidence (at least temporarily). The demand side turned from a &#34;just in time&#34; mode to a &#34;just in case&#34; mode by hoarding chips and driving down their inventory.</p><p>Now the hoarding has come to an end, and their inventory is standing at a relatively high level (above historical average). So the next logical step is either to reduce the price (there are signs of this already as detailed in the risk section) and also scale back production if price reduction itself is not sufficient. In late June, MU Chief Business OfficerSumit Sadanaalready mentioned that MU would reduce production.</p><p>When both price and production have been reduced sufficiently, then the contraction cycle will end and the expansion cycle restarts. Inventory is an important metric that I suggest investors monitor closely in the next few months, and it&#39;s something I will pay special attention to during their upcoming earnings reports.</p><p><img src=\"https://static.tigerbbs.com/bd9955555e7d5ccab1a54f6c4c5ef6c1\" tg-width=\"640\" tg-height=\"448\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p><b>The forever forward-looking nature of P/E</b></p><p>Investors are always forward-looking (like what I am doing here). And the current valuation always tries to price in future developments. Again, just like what I&#39;m doing here - since I am predicting the contraction cycle to end in early 2023, the price I am willing to pay today is based on the condition that I predict for early 2023, not the current conditions.</p><p>For this reason, valuation always leads business fundamentals as you can clearly see from the following charts. Even though the fundamentals have not bottomed yet (actually the chip sector is still reporting positive growth if you recall from the early charts), their P/E ratios already reached a multi-year bottom.</p><p>To be more specific, the FW P/E for MU has fluctuated between about 6.3x and 16x with an average of 10.7x. And you see can that its current FW P/E of 6.9x is already close to the multi-year bottom. The picture is very similar for NVDA. Its FW P/E has fluctuated between about 26.7x and 77x with an average of 44.4x. And its current FW P/E of 28x is already close to the multi-year bottom.</p><p><img src=\"https://static.tigerbbs.com/9f8e19309f4e4ed181c688887e19e840\" tg-width=\"640\" tg-height=\"449\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>The following chart probably illustrates the dynamics more clearly here. The chart shows the YoY quarterly revenue growth of MU overlaid with its P/E ratio during the last cycle. As you can see, in its last contraction cycle, its P/E bottomed in early 2019, about 10 months ahead of its fundamentals (its contraction did not end till late 2019). Then in its last expansion cycle, its P/E peaked in early 2021, leading its fundamentals by about five months.</p><p>Now back to my projection that the current contraction cycle will reach its worst in the next 6 to 12 months, if history is of any guidance, the valuation has already contracted enough by this time.</p><p>Let me emphasize once again that I&#39;m not pretending that I have a crystal ball and know all the specifics. A friend of mine, specializing in technical analysis, once told me that A) if you can predict EITHER one of the two things, the target price OR the target timing, you can already become rich, and B) if anyone tells you that he can predict BOTH, then he&#39;s simply lying. The same wisdom applies here. Prices of both MU and NVDA could certainly fall more from here and/or their contraction cycle last longer. But as mentioned before, an overall sense of the stage is good enough to generate market-beating performance already (i.e., staying away from NVDA when it has already been expanding for 3 years in a row and P/E climbed to 70+).</p><p><img src=\"https://static.tigerbbs.com/b005c32bad6fdc51ca3585ed1ec619aa\" tg-width=\"640\" tg-height=\"446\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p><b>Expected return</b></p><p>The reason that I hold MU but not NVDA is twofold: expected returns as shown in the roadmap below and also risks (as detailed in the next section). The mechanics of the roadmap has been detailed our earlier article. The underpinning idea is that:</p><blockquote><ul><li><i>The long-term ROI for a business owner is simply determined by two things: A) the price paid to buy the business and B) the quality of the business. More specifically, part A is determined by the owner&#39;s earning yield (&#34;OEY&#34;) when we purchased the business. And that is why PE is the first dimension in our roadmap. Part B is determined by the quality of the business and that is why ROCE (return on capital employed), the most important metric for profitability, is the second dimension in our roadmap.</i></li><li><i>Now, the long-term growth rate is governed by ROCE and the Reinvestment Rate. These are the two most important growth engines, and they mutually enhance each other. High ROCE means every $1 reinvested can lead to a higher growth rate, which leads to more future profits and more flexible capital allocation to fuel further growth, and so on. So to summarize:</i></li><li><i>Longer-Term ROI = valuation + quality = OEY + Growth Rate = OEY + ROCE*Reinvestment Rate</i></li></ul></blockquote><p>Under this framework, we like the projected long-term return of MU better. Its profitability measured by ROCE is undoubtedly lower than NVDA (about 30% compared to NVDA&#39;s 60% to 70%), but the total return is higher when valuation and quality are holistically considered. And note both NVDA and MU enjoy far superb profitability over the general economy (whose ROCE is around 20%), and both offer favorable odds to outperform the market under their current conditions.</p><p><img src=\"https://static.tigerbbs.com/2cf17d24302513d7fa2a521c2efaa2ba\" tg-width=\"640\" tg-height=\"348\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author</p><p><b>Final thoughts and risks</b></p><p>The silicon shortage has turned into a glut. And it will take a while (my estimate is about 6 to 12 months) for the glut to clean up. In the meantime, chip producers such as MU and NVDA will have to reduce prices and/or reduction production. MU Chief Business Officer Sumit Sadana already mentioned a plan to reduce production. And analysts have already noted pricing forgraphics cards fell by about 20% in the June quarter from the March quarter due to rising inventories.</p><p>The historical chip cycles lasted about 3.5 to 4 years. As such, I foresee the current downturn stage to last into late 2022 or early 2023. Although valuation is forever forward-looking and always reacts more hastily. Historically, valuation has led businesses fundamentals by about 5 to 10 months and seems already raced to the bottom for both MU and NVDA in this current downturn cycle.</p><p>Finally, other risks. History rhymes, but no two cycles are identical. This round is caught in a perfect storm, and interactions among high inflation, COVID, and war in Ukraine could prolong the downturn cycle for the general chip sector. Specific to MU and NVDA, NVDA still features an evaluated valuation risk as aforementioned. A 28x PE is not only higher than MU by comparison but also in absolute terms, especially amid recession uncertainties.</p><p>Besides the valuation consideration, another reason I like MU more than NVDA is the correlation of high-end GPUs to crypto mining, which is completely random and unpredictable to me (as detailed in our earlier article). This Barron&#39;s report seems to have made the same observation and attributed the recent large price fall in graphics cards to:</p><blockquote>Rising inventories, lower cryptocurrency prices, and concerns about Ethereum&#39;s upcoming migration from a &#34;proof-of-work&#34; model to &#34;proof-of-stake,&#34; which will negate the need for graphics cards for mining.</blockquote></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia And Micron Face Toilet Paper Hoarding Moment</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\">\nNvidia And Micron Face Toilet Paper Hoarding Moment\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-15 17:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4523485-nvidia-micron-face-toilet-paper-hoarding-moment?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A3><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe chip business is notoriously cyclical, and you will see leading stocks such as Nvidia and Micron are archetype examples.To paraphrase Ben Graham, perfectly timing the cycle is a practical ...</p>\n\n<a href=\"https://seekingalpha.com/article/4523485-nvidia-micron-face-toilet-paper-hoarding-moment?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","MU":"美光科技"},"source_url":"https://seekingalpha.com/article/4523485-nvidia-micron-face-toilet-paper-hoarding-moment?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143400421","content_text":"SummaryThe chip business is notoriously cyclical, and you will see leading stocks such as Nvidia and Micron are archetype examples.To paraphrase Ben Graham, perfectly timing the cycle is a practical and emotional impossibility.Although having an overall sense of which stage we are in the cycle is not only possible but also sufficient to guide sound investment decisions already.The chip shortage has turned into a glut. The historical chip cycles lasted about 3.5 to 4 years, and I foresee the current downturn stage to last into late 2022 or early 2023.However, valuation always reacts more hastily and seems already raced to the bottom ahead of fundamentals.The investment thesisThe chip business is notoriously cyclical, more so than the overall economy at least. And by this time, it is kind of public information that the last chip cycle has already passed its peak. You can see that either from the stock prices (chart 1 below) or the sales (chart 2 below). Chart 1 shows the YTD price decline of the sector's two leading stocks, NVIDIA (NASDAQ:NVDA) and Micron (NASDAQ:MU). NVDA suffered a total loss of more than 48% YTD and MU more than 36% (which requires a 92% and 56% rally to break even, respectively). In contrast, the overall tech sector (represented by the QQQ fund) suffered a relatively milder correction of 28% loss.Chart 2, taken from this Reuters report, shows the cyclicality of the sector more vividly. The report calls the current stage the toilet paper hoarding moment for the chip business, for good ideas. Due to the chip shortage earlier in the year, companies started to hoard chips \"just in case\" they need them and cannot get them (just like people hoarding toilet paper when COVID first broke out). And quickly the shortage turns into a glut, taking chip companies such as NVDA and MU and also Wall Street by surprise in the same way the toilet paper hoarding surprised Kimberly-Clark (KMB) and Clorox (CLX).You can see the cyclical dynamics pretty clearly in the chart. Sales growth (the orange bars) went through almost a perfect sine wave, with about a 3.5 to 4 years cycle. The growth peaked in early 2018 and then again in 2021 September. The growth (or negative growth to be more precise) bottomed for the last time in June 2019. If it follows the same 3.5 to 4 years cycle, then one would expect the next bottom to occur in the second half of 2022 or early 2023.In investing, trying to perfectly time the entry at the bottom is a fool's errand, both practically and emotionally. However, investors can develop a pretty good sense of where the pendulum currently is through study and research, especially similar historical events. And such a general idea is already sufficient to drive good investment returns. It is always better to be approximately right (or directionally right) than precisely wrong.In the remainder of this article, I will share my experiences and outlook for the chip cycle with a focus on NVDA and MU. You will see that my view is that the business fundamental cycle has not bottomed yet (again, I expect that to happen in the second half of 2022 or early 2023), but the valuation cycle has gotten there already (valuation always leads fundamentals). And this is the reason we started a position in MU recently. I will also share some thoughts on why I prefer MU over NVDA toward the end.Seeking AlphaSource: Techinsights Inc and ReutersWhere are we in the cycle?The Reuters chart above showed the cyclicality of the general chip sector in the past 5 years (which is about one cycle). And the chart below broadens the view a bit to the past 10 years, showing the last two cycles for NVDA and MU. You see the same sine wave behavior. At a deeper level, nothing \"new\" really happens in investing. Things may take on new names (AI, cryptocurrency, et al), but the fundamental governing laws never change as long as human nature does not change.Philosophies aside, we see that the previous chip expansion cycle peaked in 2014 and peaked again toward 2018, resulting in a cycle of about 4 years ago (in the 3.5 to 4 years range). Similarly, the contracting cycle reached its worst in 2016 and again toward 2020, showing the 3.5 to 4 years cyclicality once again.Seeking AlphaLooking forward, I foresee the next steps will be like the following. Again, I won't pretend that I can predict the details and specific timing precisely. But I've seen the movie and read the script multiple times before both in the chip sector and other sectors. Hence, I am quite confident about the general direction, which has been sufficient to guide my investment decisions (e.g., to stay away from the chip sector no matter how hyped they are during 2021). On the demand side, the market will first have to digest the chips that they have hoarded. On the supply side, MU and NVDA will have to sell their own accumulated inventory first, which will take some time as the demand will be low. You can see the signs from the chart below, which shows that days of inventory standing. MU's inventory fluctuated in a range between about 80 days to 128 days with an average of 104 days in the past 10 years.NVDA's inventory fluctuated in a range between about 67 days to 112 days with an average of 86 days in the past 10 years. Both their inventories reached a 10-year peak around 2020 and 2021, which to me is a clear sign of overexpansion and overconfidence (that their products will sell as fast as they can make them). Then in a wicked way, the COVID and global supply chain disruptions actually helped them and provided data to support their overconfidence (at least temporarily). The demand side turned from a \"just in time\" mode to a \"just in case\" mode by hoarding chips and driving down their inventory.Now the hoarding has come to an end, and their inventory is standing at a relatively high level (above historical average). So the next logical step is either to reduce the price (there are signs of this already as detailed in the risk section) and also scale back production if price reduction itself is not sufficient. In late June, MU Chief Business OfficerSumit Sadanaalready mentioned that MU would reduce production.When both price and production have been reduced sufficiently, then the contraction cycle will end and the expansion cycle restarts. Inventory is an important metric that I suggest investors monitor closely in the next few months, and it's something I will pay special attention to during their upcoming earnings reports.Seeking AlphaThe forever forward-looking nature of P/EInvestors are always forward-looking (like what I am doing here). And the current valuation always tries to price in future developments. Again, just like what I'm doing here - since I am predicting the contraction cycle to end in early 2023, the price I am willing to pay today is based on the condition that I predict for early 2023, not the current conditions.For this reason, valuation always leads business fundamentals as you can clearly see from the following charts. Even though the fundamentals have not bottomed yet (actually the chip sector is still reporting positive growth if you recall from the early charts), their P/E ratios already reached a multi-year bottom.To be more specific, the FW P/E for MU has fluctuated between about 6.3x and 16x with an average of 10.7x. And you see can that its current FW P/E of 6.9x is already close to the multi-year bottom. The picture is very similar for NVDA. Its FW P/E has fluctuated between about 26.7x and 77x with an average of 44.4x. And its current FW P/E of 28x is already close to the multi-year bottom.Seeking AlphaThe following chart probably illustrates the dynamics more clearly here. The chart shows the YoY quarterly revenue growth of MU overlaid with its P/E ratio during the last cycle. As you can see, in its last contraction cycle, its P/E bottomed in early 2019, about 10 months ahead of its fundamentals (its contraction did not end till late 2019). Then in its last expansion cycle, its P/E peaked in early 2021, leading its fundamentals by about five months.Now back to my projection that the current contraction cycle will reach its worst in the next 6 to 12 months, if history is of any guidance, the valuation has already contracted enough by this time.Let me emphasize once again that I'm not pretending that I have a crystal ball and know all the specifics. A friend of mine, specializing in technical analysis, once told me that A) if you can predict EITHER one of the two things, the target price OR the target timing, you can already become rich, and B) if anyone tells you that he can predict BOTH, then he's simply lying. The same wisdom applies here. Prices of both MU and NVDA could certainly fall more from here and/or their contraction cycle last longer. But as mentioned before, an overall sense of the stage is good enough to generate market-beating performance already (i.e., staying away from NVDA when it has already been expanding for 3 years in a row and P/E climbed to 70+).Seeking AlphaExpected returnThe reason that I hold MU but not NVDA is twofold: expected returns as shown in the roadmap below and also risks (as detailed in the next section). The mechanics of the roadmap has been detailed our earlier article. The underpinning idea is that:The long-term ROI for a business owner is simply determined by two things: A) the price paid to buy the business and B) the quality of the business. More specifically, part A is determined by the owner's earning yield (\"OEY\") when we purchased the business. And that is why PE is the first dimension in our roadmap. Part B is determined by the quality of the business and that is why ROCE (return on capital employed), the most important metric for profitability, is the second dimension in our roadmap.Now, the long-term growth rate is governed by ROCE and the Reinvestment Rate. These are the two most important growth engines, and they mutually enhance each other. High ROCE means every $1 reinvested can lead to a higher growth rate, which leads to more future profits and more flexible capital allocation to fuel further growth, and so on. So to summarize:Longer-Term ROI = valuation + quality = OEY + Growth Rate = OEY + ROCE*Reinvestment RateUnder this framework, we like the projected long-term return of MU better. Its profitability measured by ROCE is undoubtedly lower than NVDA (about 30% compared to NVDA's 60% to 70%), but the total return is higher when valuation and quality are holistically considered. And note both NVDA and MU enjoy far superb profitability over the general economy (whose ROCE is around 20%), and both offer favorable odds to outperform the market under their current conditions.AuthorFinal thoughts and risksThe silicon shortage has turned into a glut. And it will take a while (my estimate is about 6 to 12 months) for the glut to clean up. In the meantime, chip producers such as MU and NVDA will have to reduce prices and/or reduction production. MU Chief Business Officer Sumit Sadana already mentioned a plan to reduce production. And analysts have already noted pricing forgraphics cards fell by about 20% in the June quarter from the March quarter due to rising inventories.The historical chip cycles lasted about 3.5 to 4 years. As such, I foresee the current downturn stage to last into late 2022 or early 2023. Although valuation is forever forward-looking and always reacts more hastily. Historically, valuation has led businesses fundamentals by about 5 to 10 months and seems already raced to the bottom for both MU and NVDA in this current downturn cycle.Finally, other risks. History rhymes, but no two cycles are identical. This round is caught in a perfect storm, and interactions among high inflation, COVID, and war in Ukraine could prolong the downturn cycle for the general chip sector. Specific to MU and NVDA, NVDA still features an evaluated valuation risk as aforementioned. A 28x PE is not only higher than MU by comparison but also in absolute terms, especially amid recession uncertainties.Besides the valuation consideration, another reason I like MU more than NVDA is the correlation of high-end GPUs to crypto mining, which is completely random and unpredictable to me (as detailed in our earlier article). This Barron's report seems to have made the same observation and attributed the recent large price fall in graphics cards to:Rising inventories, lower cryptocurrency prices, and concerns about Ethereum's upcoming migration from a \"proof-of-work\" model to \"proof-of-stake,\" which will negate the need for graphics cards for mining.","news_type":1},"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4113904591642392","authorId":"4113904591642392","name":"LMSunshine","avatar":"https://community-static.tradeup.com/news/0ad636f2490d8428fcee9da6d669e46c","crmLevel":1,"crmLevelSwitch":0,"idStr":"4113904591642392","authorIdStr":"4113904591642392"},"content":"Are you new to Tiger? If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your post too!","text":"Are you new to Tiger? If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your post too!","html":"Are you new to Tiger? If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your post too!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047185484,"gmtCreate":1656891882548,"gmtModify":1676535909256,"author":{"id":"3579403347394929","authorId":"3579403347394929","name":"pilikaseer","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579403347394929","authorIdStr":"3579403347394929"},"themes":[],"htmlText":"Thank you","listText":"Thank you","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047185484","repostId":"1184947522","repostType":2,"repost":{"id":"1184947522","pubTimestamp":1656889883,"share":"https://ttm.financial/m/news/1184947522?lang=&edition=fundamental","pubTime":"2022-07-04 07:11","market":"us","language":"en","title":"Long, Moderate and Painful: What Next US Recession May Look Like","url":"https://stock-news.laohu8.com/highlight/detail?id=1184947522","media":"Bloomberg","summary":"US lacks buildup of leverage that preceded past deep downturnsBut Fed may not ride to rescue, given ","content":"<html><head></head><body><ul><li>US lacks buildup of leverage that preceded past deep downturns</li><li>But Fed may not ride to rescue, given its inflation mission</li></ul><p><img src=\"https://static.tigerbbs.com/021a26498981299d3d83215f432685b8\" tg-width=\"1000\" tg-height=\"667\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Recessions, like unhappy families, are each painful in their own way.</p><p>And the next one -- which economists see as increasingly possible by the end of next year -- will probably bear that out. A US downturn may well be modest, but it might also be long.</p><p>Many observers expect any decline to be a lot less wrenching than the 2007-09 Great Financial Crisis and the back-to-back downturns seen in the 1980s, when inflation was last this high. The economy is simply not as far out of whack as it was in those earlier periods, they say.</p><h2>America&#39;s Post-WWII Recessions</h2><p>Sources: National Bureau of Economic Research, Bureau of Economic Analysis</p><p>Note: Dates denote starts of recessions. BEA lists 2001 as 0.5% rise in GDP.</p><p>While the recession may be moderate, it could end up lasting longer than the abbreviated, eight-month contractions of 1990-91 and 2001. That’s because elevated inflation may hold the Federal Reserve back from rushing to reverse the downturn.</p><p>“The good news is there’s a limit to how severe it’s going to be,” said Nomura Securities senior US economist Robert Dent. “The bad news is it’s going to be prolonged.” The former New York Fed analyst sees a roughly 2% contraction that begins in the fourth quarter and lasts through next year.</p><p>No matter what shape the pullback takes, one thing seems certain: There will be a lot of hurt when it comes. In the dozen recessions since World War II, on average the economy contracted by 2.5%, unemployment rose about 3.8 percentage points and corporate profits fell some 15%. The average length was 10 months.</p><p>Even a downturn on the shallower end of the spectrum would likely see hundreds of thousands of Americans -- at least -- lose their jobs. The batteredstock marketmay suffer a further fall as earnings drop. And President Joe Biden’s already poor pollratingscould take another hit.</p><p>“This would be the sixth or seventh recession, I think, since I started doing this,” private-equity veteran Scott Sperling said. “Every one of them is somewhat different, and every one of them feels equally painful.”</p><p>Signs of economic weakness are multiplying, with personalspendingfalling in May for the first time this year, after accounting for inflation, and a US manufacturing gauge hitting atwo-year lowin June. JPMorgan Chase &amp; Co. chief US economist Michael Feroli responded to the latest data by cutting his mid-year growth forecasts “perilously closeto a recession.”</p><p>The depth and length of the recession will largely be determined by how persistent inflation proves to be, and by how much pain the Fed is willing to inflict on the economy to bring it down to levels it deems acceptable.</p><h2>Inflation Genie</h2><p>Allianz SE chief economic adviser Mohamed El-Erian said he’s worried about a stop-go scenario akin to the 1970s, where the Fed prematurely eases policy in response to economic weakness before it has eradicated inflation from the system.</p><p>Such a strategy would set the stage for a deeper economic decline down the road, and even greater inequality, the Bloomberg Opinion columnist said. El-Erian was out front in warning last year the Fed was making a big blunder by playing down the inflationary threat.</p><blockquote>“The Fed is not going to pause until they see that inflation has convincingly come down. That means that this Fed will be hiking well into economic weakness, likely prolonging the duration of the recession.”</blockquote><blockquote>-- Anna Wong, chief US economist</blockquote><p>For his part, Fed Chair Jerome Powell hasarguedthat while there’s a risk of a recession, the economy is still in good enough shape to withstand the Fed’s interest-rate hikes and dodge a downturn.</p><p>A growing number of private economists aren’t convinced.</p><p>“A faltering economy is all but inevitable,” said Lindsey Piegza, chief economist for Stifel Nicolaus &amp; Co. “The question has moved beyond if we are going to see a recession to what’s the depth and duration of a downturn.”</p><p>Just as happened some 40 years ago, the decline in gross domestic product will be driven by a central bank determined to rein in runaway consumer prices. The Fed’s favorite inflation gauge is more than triple its 2% objective.</p><p>But there are good reasons to expect the outcome won’t be nearly as bad as the early 1980s, or the 2007-09 financial crisis -- episodes when unemployment soared to double-digit levels.</p><p>As Goldman Sachs Group Inc. chief economist Jan Hatzius has noted, inflation isn’t as embedded in the economy or in Americans’ psyche as it was when Paul Volcker took the helm of the Fed in 1979 after a decade of persistently powerful price pressures. So it won’t take nearly as big of a slump for today’s Fed to bring price rises down to more acceptable levels.</p><p>Prominent academic economist Robert Gordonreckonsthe Fed’s task today requires about half the amount of disinflation that Volcker had to put the economy through.</p><p><img src=\"https://static.tigerbbs.com/3898720ca3ef960db90583d02e46e080\" tg-width=\"1000\" tg-height=\"724\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>What’s more, consumers, banks and the housing market are all better placed to weather economic turbulence than they were ahead of the 2007-09 recession.</p><p>“Private-sector balance sheets are in good shape,” said Deutsche Bank Securities Inc. chief US economist Matthew Luzzetti. “We haven’t seen leverage taken out to the extent that we saw” ahead of the financial crisis.</p><p>Thanks in part to hefty government handouts that boosted savings, household debt obligations amounted to just 9.5% of disposable personal income in the first quarter, according to Feddata. That’s well below the 13.2% seen in late 2007.</p><p>Banks, for their part, recentlyacedthe Fed’s latest stress test, proving they have the wherewithal to withstand a nasty combination of surging unemployment, collapsing real-estate prices and a plunge in stocks.</p><h2>Housing Market</h2><p>And while housing has been battered of late by the Fed-engineered surge in mortgage rates, it too is in a better place than 2006-07, when it was awash with supply due to a speculative building boom.</p><p>Today the US is about 2 million housing units “short of what our demographic profile would suggest at this point,” said Doug Duncan, chief economist at Fannie Mae. “That puts a floor to some degree under how big a recession could be.”</p><p>Duncan’s base case is for a sharp depreciation in home-price increases, but not an outright decline.</p><p>In the labor market, an underlying shortage of workers -- thanks to baby boomers retiring and immigration lagging -- is likely to make companies more cautious about shedding staff in a downturn, especially if it’s a mild one.</p><p>“The story of the past two years has been businesses struggling to find workers,” said Jay Bryson, chief economist for Wells Fargo’s Corporate and Investment Bank. “We don’t think you’re going to see mass layoffs.”</p><p>Some economists say the next recession will prove long-lived, however, if the Fed holds back from riding to the economy’s rescue -- as it’s signaled it might if inflation stays stubbornly high.</p><p>Powelltolda central banking conference last week that failing to restore price stability would be a “bigger mistake” than pushing the US into a recession.</p><p>Fiscal policy will also be hamstrung -- and could well turn contractionary -- if Republicans win back power in Congress, as looks likely in November midterm elections. In an echo of what happened after the financial crisis, GOP lawmakers might use debt-limit standoffs to push for cuts in government spending.</p><p>While not predicting a downturn, JPMorgan’s Feroli agreed a recession may be lengthy if one occurred. That would particularly be true if the Fed is again hampered from providing the economy with help by not being able to cut interest rates below zero.</p><p>“We don’t think it will be a severe one but it could be a long one,” he said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Long, Moderate and Painful: What Next US Recession May Look Like</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\">\nLong, Moderate and Painful: What Next US Recession May Look Like\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-04 07:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-03/long-moderate-and-painful-what-next-us-recession-may-look-like><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>US lacks buildup of leverage that preceded past deep downturnsBut Fed may not ride to rescue, given its inflation missionRecessions, like unhappy families, are each painful in their own way.And the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-03/long-moderate-and-painful-what-next-us-recession-may-look-like\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-03/long-moderate-and-painful-what-next-us-recession-may-look-like","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184947522","content_text":"US lacks buildup of leverage that preceded past deep downturnsBut Fed may not ride to rescue, given its inflation missionRecessions, like unhappy families, are each painful in their own way.And the next one -- which economists see as increasingly possible by the end of next year -- will probably bear that out. A US downturn may well be modest, but it might also be long.Many observers expect any decline to be a lot less wrenching than the 2007-09 Great Financial Crisis and the back-to-back downturns seen in the 1980s, when inflation was last this high. The economy is simply not as far out of whack as it was in those earlier periods, they say.America's Post-WWII RecessionsSources: National Bureau of Economic Research, Bureau of Economic AnalysisNote: Dates denote starts of recessions. BEA lists 2001 as 0.5% rise in GDP.While the recession may be moderate, it could end up lasting longer than the abbreviated, eight-month contractions of 1990-91 and 2001. That’s because elevated inflation may hold the Federal Reserve back from rushing to reverse the downturn.“The good news is there’s a limit to how severe it’s going to be,” said Nomura Securities senior US economist Robert Dent. “The bad news is it’s going to be prolonged.” The former New York Fed analyst sees a roughly 2% contraction that begins in the fourth quarter and lasts through next year.No matter what shape the pullback takes, one thing seems certain: There will be a lot of hurt when it comes. In the dozen recessions since World War II, on average the economy contracted by 2.5%, unemployment rose about 3.8 percentage points and corporate profits fell some 15%. The average length was 10 months.Even a downturn on the shallower end of the spectrum would likely see hundreds of thousands of Americans -- at least -- lose their jobs. The batteredstock marketmay suffer a further fall as earnings drop. And President Joe Biden’s already poor pollratingscould take another hit.“This would be the sixth or seventh recession, I think, since I started doing this,” private-equity veteran Scott Sperling said. “Every one of them is somewhat different, and every one of them feels equally painful.”Signs of economic weakness are multiplying, with personalspendingfalling in May for the first time this year, after accounting for inflation, and a US manufacturing gauge hitting atwo-year lowin June. JPMorgan Chase & Co. chief US economist Michael Feroli responded to the latest data by cutting his mid-year growth forecasts “perilously closeto a recession.”The depth and length of the recession will largely be determined by how persistent inflation proves to be, and by how much pain the Fed is willing to inflict on the economy to bring it down to levels it deems acceptable.Inflation GenieAllianz SE chief economic adviser Mohamed El-Erian said he’s worried about a stop-go scenario akin to the 1970s, where the Fed prematurely eases policy in response to economic weakness before it has eradicated inflation from the system.Such a strategy would set the stage for a deeper economic decline down the road, and even greater inequality, the Bloomberg Opinion columnist said. El-Erian was out front in warning last year the Fed was making a big blunder by playing down the inflationary threat.“The Fed is not going to pause until they see that inflation has convincingly come down. That means that this Fed will be hiking well into economic weakness, likely prolonging the duration of the recession.”-- Anna Wong, chief US economistFor his part, Fed Chair Jerome Powell hasarguedthat while there’s a risk of a recession, the economy is still in good enough shape to withstand the Fed’s interest-rate hikes and dodge a downturn.A growing number of private economists aren’t convinced.“A faltering economy is all but inevitable,” said Lindsey Piegza, chief economist for Stifel Nicolaus & Co. “The question has moved beyond if we are going to see a recession to what’s the depth and duration of a downturn.”Just as happened some 40 years ago, the decline in gross domestic product will be driven by a central bank determined to rein in runaway consumer prices. The Fed’s favorite inflation gauge is more than triple its 2% objective.But there are good reasons to expect the outcome won’t be nearly as bad as the early 1980s, or the 2007-09 financial crisis -- episodes when unemployment soared to double-digit levels.As Goldman Sachs Group Inc. chief economist Jan Hatzius has noted, inflation isn’t as embedded in the economy or in Americans’ psyche as it was when Paul Volcker took the helm of the Fed in 1979 after a decade of persistently powerful price pressures. So it won’t take nearly as big of a slump for today’s Fed to bring price rises down to more acceptable levels.Prominent academic economist Robert Gordonreckonsthe Fed’s task today requires about half the amount of disinflation that Volcker had to put the economy through.What’s more, consumers, banks and the housing market are all better placed to weather economic turbulence than they were ahead of the 2007-09 recession.“Private-sector balance sheets are in good shape,” said Deutsche Bank Securities Inc. chief US economist Matthew Luzzetti. “We haven’t seen leverage taken out to the extent that we saw” ahead of the financial crisis.Thanks in part to hefty government handouts that boosted savings, household debt obligations amounted to just 9.5% of disposable personal income in the first quarter, according to Feddata. That’s well below the 13.2% seen in late 2007.Banks, for their part, recentlyacedthe Fed’s latest stress test, proving they have the wherewithal to withstand a nasty combination of surging unemployment, collapsing real-estate prices and a plunge in stocks.Housing MarketAnd while housing has been battered of late by the Fed-engineered surge in mortgage rates, it too is in a better place than 2006-07, when it was awash with supply due to a speculative building boom.Today the US is about 2 million housing units “short of what our demographic profile would suggest at this point,” said Doug Duncan, chief economist at Fannie Mae. “That puts a floor to some degree under how big a recession could be.”Duncan’s base case is for a sharp depreciation in home-price increases, but not an outright decline.In the labor market, an underlying shortage of workers -- thanks to baby boomers retiring and immigration lagging -- is likely to make companies more cautious about shedding staff in a downturn, especially if it’s a mild one.“The story of the past two years has been businesses struggling to find workers,” said Jay Bryson, chief economist for Wells Fargo’s Corporate and Investment Bank. “We don’t think you’re going to see mass layoffs.”Some economists say the next recession will prove long-lived, however, if the Fed holds back from riding to the economy’s rescue -- as it’s signaled it might if inflation stays stubbornly high.Powelltolda central banking conference last week that failing to restore price stability would be a “bigger mistake” than pushing the US into a recession.Fiscal policy will also be hamstrung -- and could well turn contractionary -- if Republicans win back power in Congress, as looks likely in November midterm elections. In an echo of what happened after the financial crisis, GOP lawmakers might use debt-limit standoffs to push for cuts in government spending.While not predicting a downturn, JPMorgan’s Feroli agreed a recession may be lengthy if one occurred. That would particularly be true if the Fed is again hampered from providing the economy with help by not being able to cut interest rates below zero.“We don’t think it will be a severe one but it could be a long one,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047182757,"gmtCreate":1656891864979,"gmtModify":1676535909226,"author":{"id":"3579403347394929","authorId":"3579403347394929","name":"pilikaseer","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579403347394929","authorIdStr":"3579403347394929"},"themes":[],"htmlText":"Thank you","listText":"Thank you","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047182757","repostId":"2248847330","repostType":2,"repost":{"id":"2248847330","pubTimestamp":1656890906,"share":"https://ttm.financial/m/news/2248847330?lang=&edition=fundamental","pubTime":"2022-07-04 07:28","market":"us","language":"en","title":"Why Sea Limited Declined by 19.1% in June","url":"https://stock-news.laohu8.com/highlight/detail?id=2248847330","media":"Motley Fool","summary":"The e-commerce and gaming company is right-sizing its staff strength as an economic slowdown looms.","content":"<html><head></head><body><h2>What happened</h2><p>Shares of <b>Sea Limited</b> (SE 3.29%) dropped by 19.1% in June, according to data provided by S&amp;P Global Market Intelligence.</p><p>The latest drop means that shares of the e-commerce and gaming company have plunged by 70.1% year to date.</p><p><img src=\"https://static.tigerbbs.com/1f441815b6bbd223c41f61724df4b32d\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Getty Images.</p><h2>So what</h2><p>Sea&#39;s shares had declined in line with the continued fall in the <b>Nasdaq Composite</b> and <b>S&amp;P 500</b> index. Year to date, the Nasdaq has fallen close to 30% while the bellwether S&amp;P 500 has fallen by 20.2%, putting both indices firmly in a bear market. It didn&#39;t help that Sea Limited also released a downbeat set of earnings for its 2022 first quarter.</p><p>Its digital entertainment division, led by Garena, witnessed the continued quarter-over-quarter decline in users for a second straight quarter. Quarterly paying users fell by 20.4% quarter over quarter to 61.4 million and was down 23% year over year from 79.8 million. Both quarterly active and paying users peaked in the third quarter of 2021 and have been on a downtrend since.</p><p>The company&#39;s e-commerce segment, Shopee, also saw gross orders and gross merchandise value (GMV) slip quarter over quarter after enjoying continuous quarterly growth. Gross orders dipped from 2 billion to 1.9 billion in Q1 2022 while GMV declined from $18.2 billion in the fourth quarter of 2022 to $17.4 billion in Q1 2022. Both gross orders and GMV were, however, still up by 71% and 39% year over year, respectively.</p><p>To make matters worse, Shopee announced that it will lay off some employees for its food delivery and online payment teams in Southeast Asia. In addition, the e-commerce division is also reducing its staff count in Mexico, Argentina, Chile, and Spain. Shopee is also closing its pilot in Spain after pulling out from France and India in the past year, leading investors to believe that the company may have expanded too quickly. The layoffs also compounded worries that an economic slowdown is imminent and that the company needs to right-size its staff strength to cope.</p><h2>Now what</h2><p>Investors will be closely scrutinizing Sea Limited&#39;s next quarterly earnings to see if the downtrend continues for both Garena and Shopee. While the company has significant clout in the Southeast Asian region due to its rapid expansion in the last couple of years, it now faces the prospect of a major slowdown in many of the markets in which it operates. It may take a while before the company can reignite growth again, and investors should also adjust their expectations accordingly.</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>Why Sea Limited Declined by 19.1% in June</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Sea Limited Declined by 19.1% in June\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-04 07:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/03/why-sea-limited-declined-by-191-in-june/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedShares of Sea Limited (SE 3.29%) dropped by 19.1% in June, according to data provided by S&P Global Market Intelligence.The latest drop means that shares of the e-commerce and gaming ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/03/why-sea-limited-declined-by-191-in-june/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2022/07/03/why-sea-limited-declined-by-191-in-june/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248847330","content_text":"What happenedShares of Sea Limited (SE 3.29%) dropped by 19.1% in June, according to data provided by S&P Global Market Intelligence.The latest drop means that shares of the e-commerce and gaming company have plunged by 70.1% year to date.Image source: Getty Images.So whatSea's shares had declined in line with the continued fall in the Nasdaq Composite and S&P 500 index. Year to date, the Nasdaq has fallen close to 30% while the bellwether S&P 500 has fallen by 20.2%, putting both indices firmly in a bear market. It didn't help that Sea Limited also released a downbeat set of earnings for its 2022 first quarter.Its digital entertainment division, led by Garena, witnessed the continued quarter-over-quarter decline in users for a second straight quarter. Quarterly paying users fell by 20.4% quarter over quarter to 61.4 million and was down 23% year over year from 79.8 million. Both quarterly active and paying users peaked in the third quarter of 2021 and have been on a downtrend since.The company's e-commerce segment, Shopee, also saw gross orders and gross merchandise value (GMV) slip quarter over quarter after enjoying continuous quarterly growth. Gross orders dipped from 2 billion to 1.9 billion in Q1 2022 while GMV declined from $18.2 billion in the fourth quarter of 2022 to $17.4 billion in Q1 2022. Both gross orders and GMV were, however, still up by 71% and 39% year over year, respectively.To make matters worse, Shopee announced that it will lay off some employees for its food delivery and online payment teams in Southeast Asia. In addition, the e-commerce division is also reducing its staff count in Mexico, Argentina, Chile, and Spain. Shopee is also closing its pilot in Spain after pulling out from France and India in the past year, leading investors to believe that the company may have expanded too quickly. The layoffs also compounded worries that an economic slowdown is imminent and that the company needs to right-size its staff strength to cope.Now whatInvestors will be closely scrutinizing Sea Limited's next quarterly earnings to see if the downtrend continues for both Garena and Shopee. While the company has significant clout in the Southeast Asian region due to its rapid expansion in the last couple of years, it now faces the prospect of a major slowdown in many of the markets in which it operates. It may take a while before the company can reignite growth again, and investors should also adjust their expectations accordingly.","news_type":1},"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045427020,"gmtCreate":1656644962660,"gmtModify":1676535870545,"author":{"id":"3579403347394929","authorId":"3579403347394929","name":"pilikaseer","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579403347394929","authorIdStr":"3579403347394929"},"themes":[],"htmlText":"Thank you","listText":"Thank you","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045427020","repostId":"1138808118","repostType":4,"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045438057,"gmtCreate":1656640261979,"gmtModify":1676535869423,"author":{"id":"3579403347394929","authorId":"3579403347394929","name":"pilikaseer","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579403347394929","authorIdStr":"3579403347394929"},"themes":[],"htmlText":"Thank you","listText":"Thank you","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045438057","repostId":"2248858063","repostType":2,"isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9048221024,"gmtCreate":1656213798468,"gmtModify":1676535786432,"author":{"id":"3579403347394929","authorId":"3579403347394929","name":"pilikaseer","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579403347394929","authorIdStr":"3579403347394929"},"themes":[],"htmlText":"Good sharing 👍","listText":"Good sharing 👍","text":"Good sharing 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048221024","repostId":"1191010488","repostType":4,"repost":{"id":"1191010488","pubTimestamp":1656202469,"share":"https://ttm.financial/m/news/1191010488?lang=&edition=fundamental","pubTime":"2022-06-26 08:14","market":"us","language":"en","title":"Warren Buffett's 4 Rules for Investing in a Bear Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1191010488","media":"Motley Fool","summary":"Warren Buffett began his investing career in a bear market. He bought his first stock in the early 1940s at age 11 as theS&P 500 was on its way to a 35% dipthat bottomed in 1942. Since then, he's managed through 12 more bear markets not including this one.Despite those downturns, Buffett has managed to create billions in value for himself and the shareholders of the company he runs,Berkshire Hathaway. If any investor is qualified to share wisdom on investing in bear markets, it's Buffett.So it m","content":"<html><head></head><body><p>Warren Buffett began his investing career in a bear market. He bought his first stock in the early 1940s at age 11 as the S&amp;P 500 was on its way to a 35% dip that bottomed in 1942. Since then, he&#39;s managed through 12 more bear markets not including this one.</p><p>Despite those downturns, Buffett has managed to create billions in value for himself and the shareholders of the company he runs, Berkshire Hathaway. If any investor is qualified to share wisdom on investing in bear markets, it&#39;s Buffett.</p><p>So it makes sense to lean on his expertise to get through this tough climate with your wealth intact, right? To get you started, here are four of Buffett&#39;s famous rules for investing in a bear market.</p><p>1. Buy quality merchandise on sale</p><blockquote><i>&#34;Whether we&#39;re talking about socks or stocks, I like buying quality merchandise when it is marked down.&#34;</i></blockquote><p>Buffett invests in high-quality businesses -- companies with a proven ability to create shareholder value through all economic climates. In his view, bear markets provide opportunities to buy these quality stocks at lower prices.</p><p>As an example, Buffett&#39;s response earlier this year to the tech stock sell-off was to buy more of his favorite technology company, Apple. Although Apple already comprised more than 40% of Berkshire Hathaway&#39;s portfolio, Buffett bought another 3.78 million shares.</p><p>You can mimic his strategy by identifying stocks you love for their long-term prospects. If your budget allows, increase your investing activity and pad your share counts while prices remain low.</p><p>2. Hold forever</p><blockquote><i>&#34;Our favorite holding period is forever.&#34;</i></blockquote><p>When you buy stocks you&#39;d like to hold forever, bear markets become far less stressful. Since your plan is to hold for the long run, you don&#39;t have to do anything when the market goes sideways. No reshuffling your portfolio and no guessing when share prices will bottom out. Your only job is to wait.</p><p>3. Stay calm</p><blockquote><i>&#34;The most important quality for an investor is temperament, not intellect.&#34;</i></blockquote><p>It&#39;s normal and useful to second-guess your &#34;hold forever&#34; plan when circumstances change. Certainly, there will be times when you should drop a stock you thought was a keeper.</p><p>The distinction you must make is whether circumstances have changed permanently or temporarily. And that&#39;s easier to do when you can analyze what&#39;s happening calmly and rationally. If you let your emotions take over, they can convince you to scrap your plan, cut your losses, or take some other dramatic action that&#39;s sure to dampen your long-term returns.</p><p>4. Keep your distance</p><p>Buffett said this when asked what advice he had for investors in tough markets:<i>&#34;I would tell them: Don&#39;t watch the market too closely.&#34;</i></p><p>Let&#39;s say you&#39;re confident that your &#34;hold forever&#34; stocks can withstand a temporary bear market. And for that reason, you&#39;re not going to react to falling share prices. In that scenario, what&#39;s the benefit of tracking every bump along the way? There isn&#39;t one.</p><p>It&#39;s OK to keep some distance from financial headlines when the market is going crazy. Consider it a survival strategy that helps you stay calm and stick to your investing plan.</p><p>Buy or do nothing</p><p>When a bear market sets in, you&#39;ll see Buffett mostly buy or hold. If you&#39;re questioning whether those are the right moves for your portfolio, remember this: Buffett is worth about $95 billion, and he has invested through more bear markets than almost anyone. His tactics can help you emerge from this bear market stronger and wealthier than ever.</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>Warren Buffett's 4 Rules for Investing in a Bear Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWarren Buffett's 4 Rules for Investing in a Bear Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-26 08:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zacks.com/stock/news/1943735/how-to-pick-great-value-stocks-like-warren-buffett?art_rec=home-home-top_stories-ID01-txt-1943735><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett began his investing career in a bear market. He bought his first stock in the early 1940s at age 11 as the S&P 500 was on its way to a 35% dip that bottomed in 1942. Since then, he's ...</p>\n\n<a href=\"https://www.zacks.com/stock/news/1943735/how-to-pick-great-value-stocks-like-warren-buffett?art_rec=home-home-top_stories-ID01-txt-1943735\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://www.zacks.com/stock/news/1943735/how-to-pick-great-value-stocks-like-warren-buffett?art_rec=home-home-top_stories-ID01-txt-1943735","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191010488","content_text":"Warren Buffett began his investing career in a bear market. He bought his first stock in the early 1940s at age 11 as the S&P 500 was on its way to a 35% dip that bottomed in 1942. Since then, he's managed through 12 more bear markets not including this one.Despite those downturns, Buffett has managed to create billions in value for himself and the shareholders of the company he runs, Berkshire Hathaway. If any investor is qualified to share wisdom on investing in bear markets, it's Buffett.So it makes sense to lean on his expertise to get through this tough climate with your wealth intact, right? To get you started, here are four of Buffett's famous rules for investing in a bear market.1. Buy quality merchandise on sale\"Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down.\"Buffett invests in high-quality businesses -- companies with a proven ability to create shareholder value through all economic climates. In his view, bear markets provide opportunities to buy these quality stocks at lower prices.As an example, Buffett's response earlier this year to the tech stock sell-off was to buy more of his favorite technology company, Apple. Although Apple already comprised more than 40% of Berkshire Hathaway's portfolio, Buffett bought another 3.78 million shares.You can mimic his strategy by identifying stocks you love for their long-term prospects. If your budget allows, increase your investing activity and pad your share counts while prices remain low.2. Hold forever\"Our favorite holding period is forever.\"When you buy stocks you'd like to hold forever, bear markets become far less stressful. Since your plan is to hold for the long run, you don't have to do anything when the market goes sideways. No reshuffling your portfolio and no guessing when share prices will bottom out. Your only job is to wait.3. Stay calm\"The most important quality for an investor is temperament, not intellect.\"It's normal and useful to second-guess your \"hold forever\" plan when circumstances change. Certainly, there will be times when you should drop a stock you thought was a keeper.The distinction you must make is whether circumstances have changed permanently or temporarily. And that's easier to do when you can analyze what's happening calmly and rationally. If you let your emotions take over, they can convince you to scrap your plan, cut your losses, or take some other dramatic action that's sure to dampen your long-term returns.4. Keep your distanceBuffett said this when asked what advice he had for investors in tough markets:\"I would tell them: Don't watch the market too closely.\"Let's say you're confident that your \"hold forever\" stocks can withstand a temporary bear market. And for that reason, you're not going to react to falling share prices. In that scenario, what's the benefit of tracking every bump along the way? There isn't one.It's OK to keep some distance from financial headlines when the market is going crazy. Consider it a survival strategy that helps you stay calm and stick to your investing plan.Buy or do nothingWhen a bear market sets in, you'll see Buffett mostly buy or hold. If you're questioning whether those are the right moves for your portfolio, remember this: Buffett is worth about $95 billion, and he has invested through more bear markets than almost anyone. His tactics can help you emerge from this bear market stronger and wealthier than ever.","news_type":1},"isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041806598,"gmtCreate":1656030703114,"gmtModify":1676535753857,"author":{"id":"3579403347394929","authorId":"3579403347394929","name":"pilikaseer","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579403347394929","authorIdStr":"3579403347394929"},"themes":[],"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041806598","repostId":"1106575902","repostType":2,"isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041165003,"gmtCreate":1656028002103,"gmtModify":1676535752383,"author":{"id":"3579403347394929","authorId":"3579403347394929","name":"pilikaseer","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579403347394929","authorIdStr":"3579403347394929"},"themes":[],"htmlText":"Thank you","listText":"Thank you","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041165003","repostId":"1165697120","repostType":4,"repost":{"id":"1165697120","pubTimestamp":1656027157,"share":"https://ttm.financial/m/news/1165697120?lang=&edition=fundamental","pubTime":"2022-06-24 07:32","market":"us","language":"en","title":"TSLA Stock News: Get Ready for the Cybertruck in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1165697120","media":"InvestorPlace","summary":"Tesla(TSLA) CEO Elon Musk said that the firm's Cybertruck would be produced beginning in mid-2023.Th","content":"<html><head></head><body><ul><li><b>Tesla</b>(<b><u>TSLA</u></b>) CEO Elon Musk said that the firm&#39;s Cybertruck would be produced beginning in mid-2023.</li><li>The Cybertruck&#39;s timeline has been reportedly delayed previously.</li><li>Tesla was facing major supply problems at the end of May, Musk reported.</li></ul><p><b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) stock is on many investors’ minds today after the automaker’s very well-known CEO, Elon Musk, said that it had chosen a final design for its upcoming Cybertruck. Moreover, according to Musk, the truck will be produced starting in the middle of next year.</p><p>On a negative note, however, the CEO warned that two of the company’s major factories were burning billions of dollars due to supply-chain issues.</p><p><b>TSLA Stock: The Cybertruck’s Latest Timeline</b></p><p>The electric vehicle’s (EV) timeline has been postponed at least four times since Tesla introduced the concept in 2019. According to<i>Elektrek:</i>“A significant part of the delay has been attributed to Tesla updating the design of the Cybertruck on several occasions.” As a result, Musk’s statement about the truck’s design being “locked” should be viewed as good news for TSLA stock owners.</p><p>Importantly, however, the Cybertruck, even if it’s released next year, will face a significant amount of competition. Among the automakers that have already launched electric trucks are<b>Ford</b>(NYSE:<b><u>F</u></b>), <b>General Motors</b>(NYSE:<b><u>GM</u></b>), and <b>Nikola</b>(NASDAQ:<b><u>NKLA</u></b>).</p><p><b>Tesla’s Factories Are Hemorrhaging Money</b></p><p>On the other hand, Musk said, in a segment of an interview conducted in late May but released yesterday, that supply-chain issues, not competition, are the automaker’s major concern. He explained that two of the automaker’s recently launched factories  are “losing billions of dollars.”</p><p>The company’s plant in Texas was only manufacturing a small “number of cars… partly because some components for its batteries were ‘stuck’ at a Chinese port,” Musk stated. The German plant was also being hurt by supply-chain bottlenecks. The CEO added that Tesla was having a very difficult time coping with anti-coronavirus measures that were implemented in Shanghai.</p><p>On the positive side, however, Musk said he expected the problems to be resolved very quickly.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSLA Stock News: Get Ready for the Cybertruck in 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTSLA Stock News: Get Ready for the Cybertruck in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-24 07:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/06/tsla-stock-news-get-ready-for-the-cybertruck-in-2023/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla(TSLA) CEO Elon Musk said that the firm's Cybertruck would be produced beginning in mid-2023.The Cybertruck's timeline has been reportedly delayed previously.Tesla was facing major supply ...</p>\n\n<a href=\"https://investorplace.com/2022/06/tsla-stock-news-get-ready-for-the-cybertruck-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2022/06/tsla-stock-news-get-ready-for-the-cybertruck-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165697120","content_text":"Tesla(TSLA) CEO Elon Musk said that the firm's Cybertruck would be produced beginning in mid-2023.The Cybertruck's timeline has been reportedly delayed previously.Tesla was facing major supply problems at the end of May, Musk reported.Tesla(NASDAQ:TSLA) stock is on many investors’ minds today after the automaker’s very well-known CEO, Elon Musk, said that it had chosen a final design for its upcoming Cybertruck. Moreover, according to Musk, the truck will be produced starting in the middle of next year.On a negative note, however, the CEO warned that two of the company’s major factories were burning billions of dollars due to supply-chain issues.TSLA Stock: The Cybertruck’s Latest TimelineThe electric vehicle’s (EV) timeline has been postponed at least four times since Tesla introduced the concept in 2019. According toElektrek:“A significant part of the delay has been attributed to Tesla updating the design of the Cybertruck on several occasions.” As a result, Musk’s statement about the truck’s design being “locked” should be viewed as good news for TSLA stock owners.Importantly, however, the Cybertruck, even if it’s released next year, will face a significant amount of competition. Among the automakers that have already launched electric trucks areFord(NYSE:F), General Motors(NYSE:GM), and Nikola(NASDAQ:NKLA).Tesla’s Factories Are Hemorrhaging MoneyOn the other hand, Musk said, in a segment of an interview conducted in late May but released yesterday, that supply-chain issues, not competition, are the automaker’s major concern. He explained that two of the automaker’s recently launched factories  are “losing billions of dollars.”The company’s plant in Texas was only manufacturing a small “number of cars… partly because some components for its batteries were ‘stuck’ at a Chinese port,” Musk stated. The German plant was also being hurt by supply-chain bottlenecks. The CEO added that Tesla was having a very difficult time coping with anti-coronavirus measures that were implemented in Shanghai.On the positive side, however, Musk said he expected the problems to be resolved very quickly.","news_type":1},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058925199,"gmtCreate":1654777273911,"gmtModify":1676535508956,"author":{"id":"3579403347394929","authorId":"3579403347394929","name":"pilikaseer","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579403347394929","authorIdStr":"3579403347394929"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a>good buy?","listText":"<a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a>good buy?","text":"$Netflix(NFLX)$good buy?","images":[{"img":"https://community-static.tradeup.com/news/16eac2d16ceab110d058ab555780c635","width":"1080","height":"2249"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058925199","isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9058967838,"gmtCreate":1654775391824,"gmtModify":1676535508778,"author":{"id":"3579403347394929","authorId":"3579403347394929","name":"pilikaseer","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579403347394929","authorIdStr":"3579403347394929"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058967838","repostId":"2241896546","repostType":2,"repost":{"id":"2241896546","pubTimestamp":1654786818,"share":"https://ttm.financial/m/news/2241896546?lang=&edition=fundamental","pubTime":"2022-06-09 23:00","market":"us","language":"en","title":"Got $5,000? 2 Tech Stocks to Buy and Hold for the Long Term","url":"https://stock-news.laohu8.com/highlight/detail?id=2241896546","media":"Motley Fool","summary":"Investing for the long term allows the power of compounding to work wonders for your savings.","content":"<html><head></head><body><p>If you&#39;ve got $5,000 you&#39;re looking to put away for the long term, consider technology companies. They can deliver handsome returns to investors with a long-term mindset. That&#39;s because they typically grow revenue more robustly than, for example, brick-and-mortar retail businesses.</p><p><b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></b> and <b>Alphabet</b> (GOOGL) (GOOG), specifically, are excellent tech stocks to buy and hold for the long term. Each has a dominant position with its services and coincidentally operates in the advertising industry with its massive total addressable market. Let&#39;s take a closer look at these two buy-and-hold potentials.</p><h2>1. Meta&#39;s stock price has cratered</h2><p>With the headwinds Meta Platforms faces in the near term, it can be easy to forget its dominance. The company, formerly known as Facebook, boasts 2.8 billion daily active users across its family of social media apps, including Facebook, Instagram, Messenger, and WhatsApp. That figure was 8% higher year over year, so despite its size, the company is finding new individuals to attract.</p><p>The key word in the metric mentioned above is <i>daily. </i>There are <i>billions</i> of people opening <a href=\"https://laohu8.com/S/AONE.U\">one</a> of Meta&#39;s family of apps every day. Meta&#39;s apps have been around for several years, and it&#39;s hard to break a habit you&#39;ve been doing daily for years. Daily habits may be bad news if you&#39;re trying to quit smoking, but it&#39;s great news if you&#39;re an investor considering Meta Platforms&#39; stock.</p><p>Meta Platforms&#39; apps are free to join and use, so its revenue model is instead centered around showing targeted ads to users. Judging by Meta&#39;s revenue growth from $5 billion to $118 billion in the last decade, you can reasonably infer that marketers are getting an excellent return from the ads they place on a Meta app. Similarly, Meta&#39;s operating profit margin increased from 10.6% to 39.6% during that time. That suggests Meta is getting much better at efficiently monetizing its users.</p><p><img src=\"https://static.tigerbbs.com/fc623dd246a8bbef238aa0dd73bc5882\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/></p><p>FB Revenue (Annual) data by YCharts</p><p>Meta has seen some near-term headwinds that have led to a 49% drop in its stock price since last September. Those headwinds relate to increased competition for users&#39; time, smartphone operating system privacy changes, and some short-term macroeconomic factors. With revenue growing as robustly as it has in the last decade and operating profit margins so high, Meta offers investors wiggle room even if these headwinds persist and will give the company time to manage the situation as well as develop new revenue streams (especially as it relates to the metaverse).</p><h2>2. Alphabet is home to Google, the world&#39;s top search engine</h2><p>Google&#39;s share of worldwide search engine queries hovers steadily around 80% and has done so for years. Since so many purchase decisions start with an internet search, that&#39;s a valuable asset to own. Businesses covet the opportunity for their website to appear amid customer search queries.</p><p>That desire has driven Alphabet&#39;s annual revenue from $46 billion a decade ago to its current $258 billion. Appearing in search engine results brings highly qualified customers to businesses, likely to remain valid for several decades more. People won&#39;t take the time to search for something they are not interested in; that&#39;s human nature.</p><p><img src=\"https://static.tigerbbs.com/1e102379109e49d18ea5156fc3dc054a\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/></p><p>GOOG Revenue (Annual) data by YCharts</p><p>Alphabet&#39;s overall revenue is substantial but it also raises questions about whether growth can continue at its current pace. The answer is that continued growth is likely. Marketers spent $763 billion on ads last year, a total that was 22.5% higher than the previous year. The advertising industry is massive but its also still growing at a significant rate, suggesting that Alphabet has plenty of potential new addressable markets to go after for years to come. It also has its alternate revenue streams to continue growing, including cloud computing, Google Services, and Other Bets (like Waymo driverless vehicles).</p><p>Meta Platforms and Alphabet have captured leadership positions in the industries they serve. Their chosen businesses benefit from consumer habits that are unlikely to change. For those reasons, Meta Platforms and Alphabet are two tech stocks you can buy and hold for the long term.</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>Got $5,000? 2 Tech Stocks to Buy and Hold for the Long Term</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\">\nGot $5,000? 2 Tech Stocks to Buy and Hold for the Long Term\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-09 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/08/got-5000-tech-stocks-to-buy-and-hold-for-long-term/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you've got $5,000 you're looking to put away for the long term, consider technology companies. They can deliver handsome returns to investors with a long-term mindset. That's because they typically...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/08/got-5000-tech-stocks-to-buy-and-hold-for-long-term/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4525":"远程办公概念","BK4566":"资本集团","BK4524":"宅经济概念","BK4508":"社交媒体","BK4527":"明星科技股","BK4538":"云计算","BK4077":"互动媒体与服务","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4573":"虚拟现实","BK4561":"索罗斯持仓","BK4581":"高盛持仓","META":"Meta Platforms, Inc.","BK4514":"搜索引擎","BK4548":"巴美列捷福持仓","GOOG":"谷歌","GOOGL":"谷歌A","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.fool.com/investing/2022/06/08/got-5000-tech-stocks-to-buy-and-hold-for-long-term/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2241896546","content_text":"If you've got $5,000 you're looking to put away for the long term, consider technology companies. They can deliver handsome returns to investors with a long-term mindset. That's because they typically grow revenue more robustly than, for example, brick-and-mortar retail businesses.Meta Platforms and Alphabet (GOOGL) (GOOG), specifically, are excellent tech stocks to buy and hold for the long term. Each has a dominant position with its services and coincidentally operates in the advertising industry with its massive total addressable market. Let's take a closer look at these two buy-and-hold potentials.1. Meta's stock price has crateredWith the headwinds Meta Platforms faces in the near term, it can be easy to forget its dominance. The company, formerly known as Facebook, boasts 2.8 billion daily active users across its family of social media apps, including Facebook, Instagram, Messenger, and WhatsApp. That figure was 8% higher year over year, so despite its size, the company is finding new individuals to attract.The key word in the metric mentioned above is daily. There are billions of people opening one of Meta's family of apps every day. Meta's apps have been around for several years, and it's hard to break a habit you've been doing daily for years. Daily habits may be bad news if you're trying to quit smoking, but it's great news if you're an investor considering Meta Platforms' stock.Meta Platforms' apps are free to join and use, so its revenue model is instead centered around showing targeted ads to users. Judging by Meta's revenue growth from $5 billion to $118 billion in the last decade, you can reasonably infer that marketers are getting an excellent return from the ads they place on a Meta app. Similarly, Meta's operating profit margin increased from 10.6% to 39.6% during that time. That suggests Meta is getting much better at efficiently monetizing its users.FB Revenue (Annual) data by YChartsMeta has seen some near-term headwinds that have led to a 49% drop in its stock price since last September. Those headwinds relate to increased competition for users' time, smartphone operating system privacy changes, and some short-term macroeconomic factors. With revenue growing as robustly as it has in the last decade and operating profit margins so high, Meta offers investors wiggle room even if these headwinds persist and will give the company time to manage the situation as well as develop new revenue streams (especially as it relates to the metaverse).2. Alphabet is home to Google, the world's top search engineGoogle's share of worldwide search engine queries hovers steadily around 80% and has done so for years. Since so many purchase decisions start with an internet search, that's a valuable asset to own. Businesses covet the opportunity for their website to appear amid customer search queries.That desire has driven Alphabet's annual revenue from $46 billion a decade ago to its current $258 billion. Appearing in search engine results brings highly qualified customers to businesses, likely to remain valid for several decades more. People won't take the time to search for something they are not interested in; that's human nature.GOOG Revenue (Annual) data by YChartsAlphabet's overall revenue is substantial but it also raises questions about whether growth can continue at its current pace. The answer is that continued growth is likely. Marketers spent $763 billion on ads last year, a total that was 22.5% higher than the previous year. The advertising industry is massive but its also still growing at a significant rate, suggesting that Alphabet has plenty of potential new addressable markets to go after for years to come. It also has its alternate revenue streams to continue growing, including cloud computing, Google Services, and Other Bets (like Waymo driverless vehicles).Meta Platforms and Alphabet have captured leadership positions in the industries they serve. Their chosen businesses benefit from consumer habits that are unlikely to change. For those reasons, Meta Platforms and Alphabet are two tech stocks you can buy and hold for the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058965644,"gmtCreate":1654775047188,"gmtModify":1676535508737,"author":{"id":"3579403347394929","authorId":"3579403347394929","name":"pilikaseer","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579403347394929","authorIdStr":"3579403347394929"},"themes":[],"htmlText":"How is this going to help Netflix?&nbsp;","listText":"How is this going to help Netflix?&nbsp;","text":"How is this going to help Netflix?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058965644","repostId":"1101820478","repostType":4,"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058919712,"gmtCreate":1654770487536,"gmtModify":1676535507973,"author":{"id":"3579403347394929","authorId":"3579403347394929","name":"pilikaseer","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579403347394929","authorIdStr":"3579403347394929"},"themes":[],"htmlText":"[What]&nbsp;","listText":"[What]&nbsp;","text":"[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058919712","repostId":"1117757400","repostType":4,"repost":{"id":"1117757400","pubTimestamp":1654752757,"share":"https://ttm.financial/m/news/1117757400?lang=&edition=fundamental","pubTime":"2022-06-09 13:32","market":"us","language":"en","title":"Will Netflix Buy Roku? What 2 Pros Say","url":"https://stock-news.laohu8.com/highlight/detail?id=1117757400","media":"InvestorPlace","summary":"Chatter is picking up around the potential for Netflix(NFLX) to buy Roku(ROKU).While this discussion","content":"<html><head></head><body><ul><li>Chatter is picking up around the potential for <b>Netflix</b>(<b><u>NFLX</u></b>) to buy <b>Roku</b>(<b><u>ROKU</u></b>).</li><li>While this discussion appears to be the rumor mill at work, ROKU stock has soared 9.06% today.</li><li>Two analysts aren&#39;t buying what the pundits are suggesting today.</li></ul><p>For streaming giants <b>Netflix</b>(NASDAQ:<b><u>NFLX</u></b>) and <b>Roku</b>(NASDAQ:<b><u>ROKU</u></b>), it’s been a rough year — and that’s perhaps putting it lightly. However, today some are asking the question: will Netflix buy Roku?</p><p>Merger talk is always fun, and speculation certainly provides for some volatile swings. Currently, ROKU stock is up approximately 10% on these rumors. Netflix, on the other hand, has also seen its shares rise a modest 2.12% today.</p><p>So, what gives? Typically, on rumors of an acquisition, the acquiring company’s share price sinks. That’s due to the premium investors are pricing in for a potential deal.</p><p>Perhaps the market doesn’t think this deal will materialize. After all, we’re only hearing rumors right now. Let’s dive into what two experts think about this subject.</p><p><b>Will Netflix Buy Roku? Analysts Chime In</b></p><p>This potential business combination is one that’s certainly intriguing the Street. After all, both Netflix and Roku are streaming companies with somewhat differing business models. Perhaps Netflix could gain from Roku’s unique focus on niche streaming markets as well as its hardware business.</p><p>However, Rich Greenfield of LightShed Partners doesn’t think so. In a recent interview, GreenfieldsuggestedNetflix is unlikely to wade into the hardware waters. It’s been a long time since the company offered its DVD rental business. Accordingly, taking a step back into the past doesn’t seem like a smart or strategic move — at least, according to this analyst.</p><p>JPMorgan analyst Cory Carpenter agrees. This deal would be massive in scope, probably requiring a significant premium to Roku’s current valuation around $14 billion to get the deal done. For that kind of money, both analysts agree that better and more “sticky” content could be produced to bolster Netflix’s user metrics.</p><p>I have to agree, as well. This deal is one that fundamentally doesn’t make sense, based on each individual company’s business. Sure, Roku has a streaming business that may be enticing to an acquirer. However, the extent to which Netflix will pay a premium for a clientele that likely has significant overlap with its existing base remains unclear.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will Netflix Buy Roku? 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What 2 Pros Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-09 13:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/06/will-netflix-buy-roku-what-2-pros-say/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chatter is picking up around the potential for Netflix(NFLX) to buy Roku(ROKU).While this discussion appears to be the rumor mill at work, ROKU stock has soared 9.06% today.Two analysts aren't buying ...</p>\n\n<a href=\"https://investorplace.com/2022/06/will-netflix-buy-roku-what-2-pros-say/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","ROKU":"Roku Inc"},"source_url":"https://investorplace.com/2022/06/will-netflix-buy-roku-what-2-pros-say/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117757400","content_text":"Chatter is picking up around the potential for Netflix(NFLX) to buy Roku(ROKU).While this discussion appears to be the rumor mill at work, ROKU stock has soared 9.06% today.Two analysts aren't buying what the pundits are suggesting today.For streaming giants Netflix(NASDAQ:NFLX) and Roku(NASDAQ:ROKU), it’s been a rough year — and that’s perhaps putting it lightly. However, today some are asking the question: will Netflix buy Roku?Merger talk is always fun, and speculation certainly provides for some volatile swings. Currently, ROKU stock is up approximately 10% on these rumors. Netflix, on the other hand, has also seen its shares rise a modest 2.12% today.So, what gives? Typically, on rumors of an acquisition, the acquiring company’s share price sinks. That’s due to the premium investors are pricing in for a potential deal.Perhaps the market doesn’t think this deal will materialize. After all, we’re only hearing rumors right now. Let’s dive into what two experts think about this subject.Will Netflix Buy Roku? Analysts Chime InThis potential business combination is one that’s certainly intriguing the Street. After all, both Netflix and Roku are streaming companies with somewhat differing business models. Perhaps Netflix could gain from Roku’s unique focus on niche streaming markets as well as its hardware business.However, Rich Greenfield of LightShed Partners doesn’t think so. In a recent interview, GreenfieldsuggestedNetflix is unlikely to wade into the hardware waters. It’s been a long time since the company offered its DVD rental business. Accordingly, taking a step back into the past doesn’t seem like a smart or strategic move — at least, according to this analyst.JPMorgan analyst Cory Carpenter agrees. This deal would be massive in scope, probably requiring a significant premium to Roku’s current valuation around $14 billion to get the deal done. For that kind of money, both analysts agree that better and more “sticky” content could be produced to bolster Netflix’s user metrics.I have to agree, as well. This deal is one that fundamentally doesn’t make sense, based on each individual company’s business. Sure, Roku has a streaming business that may be enticing to an acquirer. However, the extent to which Netflix will pay a premium for a clientele that likely has significant overlap with its existing base remains unclear.","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9047185484,"gmtCreate":1656891882548,"gmtModify":1676535909256,"author":{"id":"3579403347394929","authorId":"3579403347394929","name":"pilikaseer","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579403347394929","authorIdStr":"3579403347394929"},"themes":[],"htmlText":"Thank you","listText":"Thank you","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047185484","repostId":"1184947522","repostType":2,"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076543741,"gmtCreate":1657878380883,"gmtModify":1676536076311,"author":{"id":"3579403347394929","authorId":"3579403347394929","name":"pilikaseer","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579403347394929","authorIdStr":"3579403347394929"},"themes":[],"htmlText":"Thank you","listText":"Thank you","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9076543741","repostId":"1143400421","repostType":4,"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4113904591642392","authorId":"4113904591642392","name":"LMSunshine","avatar":"https://community-static.tradeup.com/news/0ad636f2490d8428fcee9da6d669e46c","crmLevel":1,"crmLevelSwitch":0,"idStr":"4113904591642392","authorIdStr":"4113904591642392"},"content":"Are you new to Tiger? If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your post too!","text":"Are you new to Tiger? If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your post too!","html":"Are you new to Tiger? If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your post too!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058967838,"gmtCreate":1654775391824,"gmtModify":1676535508778,"author":{"id":"3579403347394929","authorId":"3579403347394929","name":"pilikaseer","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579403347394929","authorIdStr":"3579403347394929"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058967838","repostId":"2241896546","repostType":2,"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902091711,"gmtCreate":1659606874236,"gmtModify":1705982107413,"author":{"id":"3579403347394929","authorId":"3579403347394929","name":"pilikaseer","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579403347394929","authorIdStr":"3579403347394929"},"themes":[],"htmlText":"Thank you","listText":"Thank you","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902091711","repostId":"2256953658","repostType":2,"repost":{"id":"2256953658","pubTimestamp":1659604635,"share":"https://ttm.financial/m/news/2256953658?lang=&edition=fundamental","pubTime":"2022-08-04 17:17","market":"other","language":"en","title":"3 Cryptos to Buy and Hold During a Crypto Winter","url":"https://stock-news.laohu8.com/highlight/detail?id=2256953658","media":"Motley Fool","summary":"These valuable networks possess characteristics that should help them weather the storm.","content":"<html><head></head><body><p>The Federal Reserve&#39;s intention to hike interest rates to tame inflation has investors fleeing risky assets. And as a result, the cryptocurrency market has taken a beating over the past several months, going from a value of nearly $3 trillion to under $1 trillion as of this writing. If the market for digital assets stays depressed for an extended period of time, what&#39;s known as a crypto winter, it affords long-term investors the opportunity to buy top tokens at discounted prices. </p><p>According to a team of Motley Fool contributors, <b>Bitcoin</b>, <b>Ethereum</b>, and <b>Solana</b> are three cryptocurrencies to buy and hold during a crypto winter. </p><h2>1. Bitcoin</h2><p><b>RJ Fulton (Bitcoin):</b> There aren&#39;t many cryptocurrencies that can say they have made it through multiple crypto winters. For that reason alone, Bitcoin is deserving to be a part of any portfolio during extended downturns in the crypto market.</p><p>In addition to Bitcoin&#39;s proven track record through crypto winters, of more importance is how it performs once market conditions are more ideal. Let&#39;s take a look back at the last crypto winter. Most people agree that the previous crypto winter occurred during 2018. Despite hitting an all-time high of just under $20,000 in December 2017, for almost all of 2018 Bitcoin and many other cryptocurrencies continuously recorded lower lows. Eventually Bitcoin bottomed out in late 2018 around $3,000.</p><p>It&#39;s at the bottom when there is the most to gain. Now, you shouldn&#39;t try to time a market, but investors who consistently invested in Bitcoin throughout 2018 would&#39;ve been positioned extremely well to make astounding returns when the bull market returned. Just for a little reference, if you had invested $1,000 in Bitcoin when the bottom occurred in December 2018, that same investment would have eventually been worth nearly $20,000 assuming you held on until it hit a new all-time high in November 2021 just under $70,000.</p><p>If you look back at other crypto winters like the one in 2014, a similar pattern emerges. After hitting a previous all-time high just shy of $1,000 in December 2013, Bitcoin went on a dry spell for all of 2014 and most of 2015. From that $1,000 mark, Bitcoin slid all the way to just a few hundred dollars in 2015. If you had enough conviction to invest $1,000 at that bottom in 2015 and held until the next all-time high, which hit nearly $20,000 in December 2017, your investment would&#39;ve turned into around $75,000.</p><p>Of course, hindsight is always 20/20, but the objective here is to show that Bitcoin is no stranger to crypto winters and consistently produces returns once downturns have passed. Conditions are roughly the same today as they were in previous crypto winters. Those who add Bitcoin to their portfolio when sentiment in the market is down in the dumps have the most to gain when conditions improve. It should almost be considered a necessity that crypto investors add more Bitcoin to their portfolio during crypto winters for this reason alone.</p><h2>2. Ethereum </h2><p><b>Neil Patel (Ethereum): </b>I&#39;ll get no style points for originality here, but that&#39;s completely fine when you&#39;re talking about an industry and asset class as nascent and volatile as cryptocurrencies. With that being said, I believe investors should take a look at Ethereum to weather a potential crypto winter. </p><p>Ethereum was launched to the public in 2015, and since then it has produced a remarkable return of almost 48,000%, easily crushing the <b>S&amp;P 500</b>&#39;s performance during the same time. While Bitcoin was created to strictly be a global, peer-to-peer payments network, Ethereum took what a blockchain could do to the next level by introducing smart contracts. These are software programs that self-execute when two parties satisfy the necessary conditions of the contract. It&#39;s an innovation that could pave the way for Ethereum to be the world&#39;s decentralized computer, allowing two unknown individuals to engage and transact with each other in a way that wasn&#39;t possible before. </p><p>Examples of some popular decentralized applications (dApps) that run on Ethereum&#39;s network include decentralized finance (DeFi) protocols and non-fungible token (NFT) marketplaces. As of July 27, the total value locked on Ethereum&#39;s blockchain was $55.8 billion, the most of any cryptocurrency. Other dApps range in use from governance and identity to gaming and social. The platform&#39;s deep developer network is a bullish signal for its ultimate success. </p><p>For its entire history, Ethereum has operated a proof-of-work (PoW) consensus mechanism. This means that so-called miners must use lots of computing power to validate transactions on the blockchain. It&#39;s known to be slow, expensive, and energy-intensive. With the upcoming Merge, planned for September, Ethereum is set to transition to a proof-of-stake model, which allows token-holders to lock up their holdings to earn the right to validate transactions. It&#39;s supposed to be faster and cheaper, and if implemented without any major hiccups, could be a massive catalyst for the price of Ether, Ethereum&#39;s native token. </p><p>If, in a decade from now, we live in a world where cryptocurrencies actually possess valuable utility and are a bigger part of our daily lives, then it&#39;s hard to see Ethereum not being one of the top cryptos out there.   </p><h2>3. Solana</h2><p><b>Michael Byrne (Solana):</b> When you&#39;re bundling up and hunkering down to endure the elements and survive through a crypto winter, it&#39;s not the time to take a punt on the most speculative cryptos with flimsy use cases. In this environment, I&#39;m looking to add to my positions in some of the most stable projects across asset classes that have what it takes to survive the bear market and thrive when it is over. I want to invest in cryptos that people are actually using and that have ample funding in their war chests. A prime example is Solana: When a project with the utility and user base of Solana is down nearly 80% year to date, there is no need to speculate further down the risk curve when you can buy this top crypto at a discount.</p><p>Solana now has over 1,800 validators, showing that many people are participating in the Solana network -- a good sign for the health of the Solana ecosystem. This total trumps those of other popular blockchains like <b>Avalanche</b>, <b>Polkadot</b>, and <b>Cosmos</b> and trails only Ethereum in terms of proof-of-stake blockchains. According to crypto analytics firm Messari, average active unique fee payers (unique accounts that pay for one or more transactions per day) averaged about 320,000 during the second quarter of 2022.</p><p>The fact that Solana Labs is developing its own mobile phone is a testament to the strength and depth of the development team that Solana has at its disposal. Few other cryptos have the resources to undertake a project of this scale. And because several of Solana&#39;s leaders, including co-founder Anatoly Yakovenko, come from <b>Qualcomm</b>, which makes chips for cellphones, there is reason to believe that they are uniquely positioned to pull this off. Solana Mobile says the phone, dubbed Saga, will ship in early 2023.</p><p>With substantial venture capital backing, Solana has plenty of capital to get it through the winter and to deploy new projects. In June, when much of the crypto market was melting down, Solana Ventures and the Solana Foundation launched a new $100 million fund to deploy capital in Web3 start-ups in South Korea, with a focus on gaming, DeFi and non-fungible tokens.</p><p>Solana has the funding, the talented team behind it, and the substantial user base to not only survive, but thrive through a crypto winter.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Cryptos to Buy and Hold During a Crypto Winter</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Cryptos to Buy and Hold During a Crypto Winter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-04 17:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/03/3-cryptos-to-buy-and-hold-during-a-crypto-winter/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve's intention to hike interest rates to tame inflation has investors fleeing risky assets. And as a result, the cryptocurrency market has taken a beating over the past several months...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/03/3-cryptos-to-buy-and-hold-during-a-crypto-winter/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2022/08/03/3-cryptos-to-buy-and-hold-during-a-crypto-winter/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2256953658","content_text":"The Federal Reserve's intention to hike interest rates to tame inflation has investors fleeing risky assets. And as a result, the cryptocurrency market has taken a beating over the past several months, going from a value of nearly $3 trillion to under $1 trillion as of this writing. If the market for digital assets stays depressed for an extended period of time, what's known as a crypto winter, it affords long-term investors the opportunity to buy top tokens at discounted prices. According to a team of Motley Fool contributors, Bitcoin, Ethereum, and Solana are three cryptocurrencies to buy and hold during a crypto winter. 1. BitcoinRJ Fulton (Bitcoin): There aren't many cryptocurrencies that can say they have made it through multiple crypto winters. For that reason alone, Bitcoin is deserving to be a part of any portfolio during extended downturns in the crypto market.In addition to Bitcoin's proven track record through crypto winters, of more importance is how it performs once market conditions are more ideal. Let's take a look back at the last crypto winter. Most people agree that the previous crypto winter occurred during 2018. Despite hitting an all-time high of just under $20,000 in December 2017, for almost all of 2018 Bitcoin and many other cryptocurrencies continuously recorded lower lows. Eventually Bitcoin bottomed out in late 2018 around $3,000.It's at the bottom when there is the most to gain. Now, you shouldn't try to time a market, but investors who consistently invested in Bitcoin throughout 2018 would've been positioned extremely well to make astounding returns when the bull market returned. Just for a little reference, if you had invested $1,000 in Bitcoin when the bottom occurred in December 2018, that same investment would have eventually been worth nearly $20,000 assuming you held on until it hit a new all-time high in November 2021 just under $70,000.If you look back at other crypto winters like the one in 2014, a similar pattern emerges. After hitting a previous all-time high just shy of $1,000 in December 2013, Bitcoin went on a dry spell for all of 2014 and most of 2015. From that $1,000 mark, Bitcoin slid all the way to just a few hundred dollars in 2015. If you had enough conviction to invest $1,000 at that bottom in 2015 and held until the next all-time high, which hit nearly $20,000 in December 2017, your investment would've turned into around $75,000.Of course, hindsight is always 20/20, but the objective here is to show that Bitcoin is no stranger to crypto winters and consistently produces returns once downturns have passed. Conditions are roughly the same today as they were in previous crypto winters. Those who add Bitcoin to their portfolio when sentiment in the market is down in the dumps have the most to gain when conditions improve. It should almost be considered a necessity that crypto investors add more Bitcoin to their portfolio during crypto winters for this reason alone.2. Ethereum Neil Patel (Ethereum): I'll get no style points for originality here, but that's completely fine when you're talking about an industry and asset class as nascent and volatile as cryptocurrencies. With that being said, I believe investors should take a look at Ethereum to weather a potential crypto winter. Ethereum was launched to the public in 2015, and since then it has produced a remarkable return of almost 48,000%, easily crushing the S&P 500's performance during the same time. While Bitcoin was created to strictly be a global, peer-to-peer payments network, Ethereum took what a blockchain could do to the next level by introducing smart contracts. These are software programs that self-execute when two parties satisfy the necessary conditions of the contract. It's an innovation that could pave the way for Ethereum to be the world's decentralized computer, allowing two unknown individuals to engage and transact with each other in a way that wasn't possible before. Examples of some popular decentralized applications (dApps) that run on Ethereum's network include decentralized finance (DeFi) protocols and non-fungible token (NFT) marketplaces. As of July 27, the total value locked on Ethereum's blockchain was $55.8 billion, the most of any cryptocurrency. Other dApps range in use from governance and identity to gaming and social. The platform's deep developer network is a bullish signal for its ultimate success. For its entire history, Ethereum has operated a proof-of-work (PoW) consensus mechanism. This means that so-called miners must use lots of computing power to validate transactions on the blockchain. It's known to be slow, expensive, and energy-intensive. With the upcoming Merge, planned for September, Ethereum is set to transition to a proof-of-stake model, which allows token-holders to lock up their holdings to earn the right to validate transactions. It's supposed to be faster and cheaper, and if implemented without any major hiccups, could be a massive catalyst for the price of Ether, Ethereum's native token. If, in a decade from now, we live in a world where cryptocurrencies actually possess valuable utility and are a bigger part of our daily lives, then it's hard to see Ethereum not being one of the top cryptos out there.   3. SolanaMichael Byrne (Solana): When you're bundling up and hunkering down to endure the elements and survive through a crypto winter, it's not the time to take a punt on the most speculative cryptos with flimsy use cases. In this environment, I'm looking to add to my positions in some of the most stable projects across asset classes that have what it takes to survive the bear market and thrive when it is over. I want to invest in cryptos that people are actually using and that have ample funding in their war chests. A prime example is Solana: When a project with the utility and user base of Solana is down nearly 80% year to date, there is no need to speculate further down the risk curve when you can buy this top crypto at a discount.Solana now has over 1,800 validators, showing that many people are participating in the Solana network -- a good sign for the health of the Solana ecosystem. This total trumps those of other popular blockchains like Avalanche, Polkadot, and Cosmos and trails only Ethereum in terms of proof-of-stake blockchains. According to crypto analytics firm Messari, average active unique fee payers (unique accounts that pay for one or more transactions per day) averaged about 320,000 during the second quarter of 2022.The fact that Solana Labs is developing its own mobile phone is a testament to the strength and depth of the development team that Solana has at its disposal. Few other cryptos have the resources to undertake a project of this scale. And because several of Solana's leaders, including co-founder Anatoly Yakovenko, come from Qualcomm, which makes chips for cellphones, there is reason to believe that they are uniquely positioned to pull this off. Solana Mobile says the phone, dubbed Saga, will ship in early 2023.With substantial venture capital backing, Solana has plenty of capital to get it through the winter and to deploy new projects. In June, when much of the crypto market was melting down, Solana Ventures and the Solana Foundation launched a new $100 million fund to deploy capital in Web3 start-ups in South Korea, with a focus on gaming, DeFi and non-fungible tokens.Solana has the funding, the talented team behind it, and the substantial user base to not only survive, but thrive through a crypto winter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045438057,"gmtCreate":1656640261979,"gmtModify":1676535869423,"author":{"id":"3579403347394929","authorId":"3579403347394929","name":"pilikaseer","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579403347394929","authorIdStr":"3579403347394929"},"themes":[],"htmlText":"Thank you","listText":"Thank you","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045438057","repostId":"2248858063","repostType":2,"repost":{"id":"2248858063","pubTimestamp":1656638946,"share":"https://ttm.financial/m/news/2248858063?lang=&edition=fundamental","pubTime":"2022-07-01 09:29","market":"us","language":"en","title":"Shopify: Stock Split Gimmick Didn't Work","url":"https://stock-news.laohu8.com/highlight/detail?id=2248858063","media":"seekingalpha","summary":"SummaryShopify completed a 10-for-1 stock split this week.The e-commerce platform finds the stock tr","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Shopify completed a 10-for-1 stock split this week.</li><li>The e-commerce platform finds the stock trading at 52-week lows despite forecasts for 20% to 30% growth rates going forward.</li><li>The stock valuation is far more reasonable at 4x EV/S, but the retail shakeout needs to end before investing here.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c807376d756380fb93d5b7a9860d8c5\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>JHVEPhoto/iStock Editorial via Getty Images</span></p><p>Shopify (NYSE:SHOP) shareholders found out the hard way this week that stock splits aren&#39;t much more than financial gimmicks. After several large cap tech companies successfully split shares in the last year, the e-commerce platformexecuted a large share split and the stock has continued on to recent lows. My investment thesis is more Neutral on Shopify until the retail shakeout ends, but the stock valuation is definitely more appealing here with the stock down over 80% from the highs.</p><p><b>Stock Split</b></p><p>Just about anyone with basic investment knowledge knows a stock split provides no economic benefit to shareholders. A stock split can cause further momentum higher in a bullish trending stock just as a reverse split can create more downside from a bearish trending stock. Either way, an investor still has the same ownership position in the company as before the stock split just more shares in this case.</p><p>Shopify completed a 10-for-1 split on June 29. During the COVID e-commerce surge, the stock traded to a high of $1,763 where a split was probably warranted to make trading by retail investors and options more accessible. The stock though has collapsed prior to the split and now the company finds shares trading down at $31 and possibly heading into the $20s.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94e7d9475d51d037e7293388d881a6c4\" tg-width=\"990\" tg-height=\"422\" width=\"100%\" height=\"auto\"/><span>Source: FinViz</span></p><p>Considering stock price levels are considered a matter of strength, Shopify trading back down into the $20s doesn&#39;t throw off the best vibes. If the stock was to head much lower, Shopify might regret such a large split that once appeared logical when a 10-for-1 split would&#39;ve left the stock still trading above $100.</p><p><b>Not Done Growing</b></p><p>The e-commerce infrastructure platform providing retailers with the solutions to operate online still expects to report strong growth in the years ahead. The retail sector is struggling right now evidenced by the weak numbers from Bed, Bath and Beyond (BBBY), yet the market is extrapolating these results far into the future. A lot the current weakness is due to COVID pull forward making the comps difficult despite retailers still reporting solid numbers compared to 2019.</p><p>Shopify saw explosive growth during 2020 and early 2021 as retailers flocked to the platform looking for any solution to conduct sales online. With the company providing an alternative to selling goods on Amazon (AMZN), Shopify was in hot demand. The company saw the growth rate peak at 110% in Q1&#39;21 making the recently reported quarterly results impressive to generate additional 22% sales growth on top of those growth rates. Shopify only reported Q1&#39;19 revenues of $320 million and hit $1.2 billion in Q1&#39;22 for 275% growth over the period.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83e921a7e29b3b22ee0dcad2d791d3e0\" tg-width=\"635\" tg-height=\"449\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>As the company discussed with investors, GMV growth was supercharged over the COVID shutdown period. Shopify reporting any growth in 2022 is actually very impressive.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/314a015d40bc1512351f5a6477f04595\" tg-width=\"640\" tg-height=\"363\" width=\"100%\" height=\"auto\"/><span>Source: Shopify Q1&#39;22 presentation</span></p><p>The market doesn&#39;t really care due to either investors losing interest when growth stories struggle or algos running wild with decelerating growth. Either way, the stock now trades at the lowest trailing P/S ratio since Shopify went public at 8.7x sales. The stock valuation got carried away at the peak along with most tech stocks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d61edac069c39ce077dce14a1e314ad9\" tg-width=\"635\" tg-height=\"449\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>The stock trades at ~5x 2023 sales targets of $7.7 billion. With a cash balance of $7.25 billion with net cash of ~$6.34 billion, Shopify has an impressive balance sheet to fund future growth initiatives.</p><p>The Deliverr deal will require Shopify spend $1.7 billion in cash to pay for the deal to acquire the fulfillment technology provider. Prior to the Deliverr deal, the Shopify enterprise value is only 4x sales estimates providing one of the better prices to own the stock since going public while the prospects for growth remain strong. A lot of the analyst estimates have the company returning to 30% growth rates once the normalization period ends in 2023.</p><p>Shopify was profitable in Q1&#39;22, though the company is scraping the bottom of profitability during the current period. The e-commerce platform has continued to invest in building out the platform despite the reduced growth rates. Regardless, Shopify has the cash balance and income to survive and thrive the current downturn in the retail sector.</p><p><b>Takeaway</b></p><p>The key investor takeaway is that the stock split gimmick definitely didn&#39;t work for Shopify. The stock had no momentum heading into the split and the lack of economic value for shareholders just provided more shares to sell. As the stock bottoms out over the next quarter, investors should look into acquiring shares of the e-commerce platform leader at a far more reasonable valuation now.</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>Shopify: Stock Split Gimmick Didn't Work</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\">\nShopify: Stock Split Gimmick Didn't Work\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-01 09:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4521209-shopify-stock-split-gimmick-didnt-work><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryShopify completed a 10-for-1 stock split this week.The e-commerce platform finds the stock trading at 52-week lows despite forecasts for 20% to 30% growth rates going forward.The stock ...</p>\n\n<a href=\"https://seekingalpha.com/article/4521209-shopify-stock-split-gimmick-didnt-work\">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"},"source_url":"https://seekingalpha.com/article/4521209-shopify-stock-split-gimmick-didnt-work","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2248858063","content_text":"SummaryShopify completed a 10-for-1 stock split this week.The e-commerce platform finds the stock trading at 52-week lows despite forecasts for 20% to 30% growth rates going forward.The stock valuation is far more reasonable at 4x EV/S, but the retail shakeout needs to end before investing here.JHVEPhoto/iStock Editorial via Getty ImagesShopify (NYSE:SHOP) shareholders found out the hard way this week that stock splits aren't much more than financial gimmicks. After several large cap tech companies successfully split shares in the last year, the e-commerce platformexecuted a large share split and the stock has continued on to recent lows. My investment thesis is more Neutral on Shopify until the retail shakeout ends, but the stock valuation is definitely more appealing here with the stock down over 80% from the highs.Stock SplitJust about anyone with basic investment knowledge knows a stock split provides no economic benefit to shareholders. A stock split can cause further momentum higher in a bullish trending stock just as a reverse split can create more downside from a bearish trending stock. Either way, an investor still has the same ownership position in the company as before the stock split just more shares in this case.Shopify completed a 10-for-1 split on June 29. During the COVID e-commerce surge, the stock traded to a high of $1,763 where a split was probably warranted to make trading by retail investors and options more accessible. The stock though has collapsed prior to the split and now the company finds shares trading down at $31 and possibly heading into the $20s.Source: FinVizConsidering stock price levels are considered a matter of strength, Shopify trading back down into the $20s doesn't throw off the best vibes. If the stock was to head much lower, Shopify might regret such a large split that once appeared logical when a 10-for-1 split would've left the stock still trading above $100.Not Done GrowingThe e-commerce infrastructure platform providing retailers with the solutions to operate online still expects to report strong growth in the years ahead. The retail sector is struggling right now evidenced by the weak numbers from Bed, Bath and Beyond (BBBY), yet the market is extrapolating these results far into the future. A lot the current weakness is due to COVID pull forward making the comps difficult despite retailers still reporting solid numbers compared to 2019.Shopify saw explosive growth during 2020 and early 2021 as retailers flocked to the platform looking for any solution to conduct sales online. With the company providing an alternative to selling goods on Amazon (AMZN), Shopify was in hot demand. The company saw the growth rate peak at 110% in Q1'21 making the recently reported quarterly results impressive to generate additional 22% sales growth on top of those growth rates. Shopify only reported Q1'19 revenues of $320 million and hit $1.2 billion in Q1'22 for 275% growth over the period.Data by YChartsAs the company discussed with investors, GMV growth was supercharged over the COVID shutdown period. Shopify reporting any growth in 2022 is actually very impressive.Source: Shopify Q1'22 presentationThe market doesn't really care due to either investors losing interest when growth stories struggle or algos running wild with decelerating growth. Either way, the stock now trades at the lowest trailing P/S ratio since Shopify went public at 8.7x sales. The stock valuation got carried away at the peak along with most tech stocks.Data by YChartsThe stock trades at ~5x 2023 sales targets of $7.7 billion. With a cash balance of $7.25 billion with net cash of ~$6.34 billion, Shopify has an impressive balance sheet to fund future growth initiatives.The Deliverr deal will require Shopify spend $1.7 billion in cash to pay for the deal to acquire the fulfillment technology provider. Prior to the Deliverr deal, the Shopify enterprise value is only 4x sales estimates providing one of the better prices to own the stock since going public while the prospects for growth remain strong. A lot of the analyst estimates have the company returning to 30% growth rates once the normalization period ends in 2023.Shopify was profitable in Q1'22, though the company is scraping the bottom of profitability during the current period. The e-commerce platform has continued to invest in building out the platform despite the reduced growth rates. Regardless, Shopify has the cash balance and income to survive and thrive the current downturn in the retail sector.TakeawayThe key investor takeaway is that the stock split gimmick definitely didn't work for Shopify. The stock had no momentum heading into the split and the lack of economic value for shareholders just provided more shares to sell. As the stock bottoms out over the next quarter, investors should look into acquiring shares of the e-commerce platform leader at a far more reasonable valuation now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047182757,"gmtCreate":1656891864979,"gmtModify":1676535909226,"author":{"id":"3579403347394929","authorId":"3579403347394929","name":"pilikaseer","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579403347394929","authorIdStr":"3579403347394929"},"themes":[],"htmlText":"Thank you","listText":"Thank you","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047182757","repostId":"2248847330","repostType":2,"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041806598,"gmtCreate":1656030703114,"gmtModify":1676535753857,"author":{"id":"3579403347394929","authorId":"3579403347394929","name":"pilikaseer","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579403347394929","authorIdStr":"3579403347394929"},"themes":[],"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041806598","repostId":"1106575902","repostType":2,"repost":{"id":"1106575902","pubTimestamp":1656029394,"share":"https://ttm.financial/m/news/1106575902?lang=&edition=fundamental","pubTime":"2022-06-24 08:09","market":"us","language":"en","title":"Netflix Layoffs June 2022: What to Know About Netflix’s Latest Job Cuts","url":"https://stock-news.laohu8.com/highlight/detail?id=1106575902","media":"InvestorPlace","summary":"Netflix(NASDAQ:NFLX) announced it would be laying off 300 employees today.This is the second round o","content":"<html><head></head><body><ul><li><b>Netflix</b>(NASDAQ:<b><u>NFLX</u></b>) announced it would be laying off 300 employees today.</li><li>This is the second round of layoffs for the streaming giant, with most positions eliminated located in the U.S. market.</li><li>Investors are split on whether this move is positive or negative for the stock.</li></ul><p>Today has been rather volatile for shares of <b>Netflix</b>(NASDAQ:<b><u>NFLX</u></b>), as well as the overall market. Initially opening higher this morning, reports of Netflix layoffs have sent NFLX stock into the red in this afternoon’s session and rose again at last.</p><p>The digital streaming giant reportedly cut 300 employees today, with most of these jobs taking place in the U.S. This move was in an attempt to bring Netflix’s costs in line with its revenue growth. Given the company’s rather disappointing subscriber numbers in 2022, many in the industry have expected such moves.</p><p>Indeed, in this market, profitability and cash flow are king. For Netflix, a company that has invested heavily in content in recent years, that has meant a significant amount of debt and equity financing. Investors concerned about the need for future financing have seemingly looked to other areas of the market for growth.</p><p>With these austerity measures taking hold across the broader tech sector, let’s dive into what investors should make of this news.</p><p><b>Do Netflix Layoffs Make NFLX Stock a Buy?</b></p><p>Given Netflix’s rather conflicted price action today, it appears the market hasn’t yet made sense of whether this news is positive or negative.</p><p>On the one hand, this move appears to be largely symbolic. With a workforce of approximately 11,000 individuals, Netflix’s layoffs of 300 employees aren’t likely to move the dial much.</p><p>On the other hand, this is the second round of such layoffs at the streaming giant. Accordingly, some may suggest this is only the beginning of what could be a daunting “trimming down” by Netflix as we head into uncertain economic waters.</p><p>Many companies grew headcount in anticipation of extremely high growth heading into 2022. Thus, my view is that, in general, these moves are likely to be a positive for tech companies right now. Investors want to see returns on capital, and a leaner workforce will push companies to be more creative with how they utilize resources.</p><p>Of course, slower growth will likely continue to be priced in. And unless Netflix can show some subscriber gains in the coming quarters, more layoffs may be on the horizon. On the whole, the picture for the market is rather grim right now. Investors need to ask whether these headwinds are largely priced in right now.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix Layoffs June 2022: What to Know About Netflix’s Latest Job Cuts</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\">\nNetflix Layoffs June 2022: What to Know About Netflix’s Latest Job Cuts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-24 08:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/06/netflix-layoffs-june-2022-what-to-know-about-netflixs-latest-job-cuts/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix(NASDAQ:NFLX) announced it would be laying off 300 employees today.This is the second round of layoffs for the streaming giant, with most positions eliminated located in the U.S. market....</p>\n\n<a href=\"https://investorplace.com/2022/06/netflix-layoffs-june-2022-what-to-know-about-netflixs-latest-job-cuts/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://investorplace.com/2022/06/netflix-layoffs-june-2022-what-to-know-about-netflixs-latest-job-cuts/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106575902","content_text":"Netflix(NASDAQ:NFLX) announced it would be laying off 300 employees today.This is the second round of layoffs for the streaming giant, with most positions eliminated located in the U.S. market.Investors are split on whether this move is positive or negative for the stock.Today has been rather volatile for shares of Netflix(NASDAQ:NFLX), as well as the overall market. Initially opening higher this morning, reports of Netflix layoffs have sent NFLX stock into the red in this afternoon’s session and rose again at last.The digital streaming giant reportedly cut 300 employees today, with most of these jobs taking place in the U.S. This move was in an attempt to bring Netflix’s costs in line with its revenue growth. Given the company’s rather disappointing subscriber numbers in 2022, many in the industry have expected such moves.Indeed, in this market, profitability and cash flow are king. For Netflix, a company that has invested heavily in content in recent years, that has meant a significant amount of debt and equity financing. Investors concerned about the need for future financing have seemingly looked to other areas of the market for growth.With these austerity measures taking hold across the broader tech sector, let’s dive into what investors should make of this news.Do Netflix Layoffs Make NFLX Stock a Buy?Given Netflix’s rather conflicted price action today, it appears the market hasn’t yet made sense of whether this news is positive or negative.On the one hand, this move appears to be largely symbolic. With a workforce of approximately 11,000 individuals, Netflix’s layoffs of 300 employees aren’t likely to move the dial much.On the other hand, this is the second round of such layoffs at the streaming giant. Accordingly, some may suggest this is only the beginning of what could be a daunting “trimming down” by Netflix as we head into uncertain economic waters.Many companies grew headcount in anticipation of extremely high growth heading into 2022. Thus, my view is that, in general, these moves are likely to be a positive for tech companies right now. Investors want to see returns on capital, and a leaner workforce will push companies to be more creative with how they utilize resources.Of course, slower growth will likely continue to be priced in. And unless Netflix can show some subscriber gains in the coming quarters, more layoffs may be on the horizon. On the whole, the picture for the market is rather grim right now. Investors need to ask whether these headwinds are largely priced in right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045427020,"gmtCreate":1656644962660,"gmtModify":1676535870545,"author":{"id":"3579403347394929","authorId":"3579403347394929","name":"pilikaseer","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579403347394929","authorIdStr":"3579403347394929"},"themes":[],"htmlText":"Thank you","listText":"Thank you","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045427020","repostId":"1138808118","repostType":4,"repost":{"id":"1138808118","pubTimestamp":1656644736,"share":"https://ttm.financial/m/news/1138808118?lang=&edition=fundamental","pubTime":"2022-07-01 11:05","market":"us","language":"en","title":"Airbnb: Could a Recession Take Air Out of the Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1138808118","media":"TipRanks","summary":"Story HighlightsAirbnb is a high-tech stays and experiences platform that’s been in free fall for qu","content":"<div>\n<p>Story HighlightsAirbnb is a high-tech stays and experiences platform that’s been in free fall for quite some time. Though demand could recover into summer, a slow and steady tumble into a winter ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/airbnb-could-a-recession-take-air-out-of-the-stock/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Airbnb: Could a Recession Take Air Out of the Stock?</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\">\nAirbnb: Could a Recession Take Air Out of the Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-01 11:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/airbnb-could-a-recession-take-air-out-of-the-stock/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsAirbnb is a high-tech stays and experiences platform that’s been in free fall for quite some time. Though demand could recover into summer, a slow and steady tumble into a winter ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/airbnb-could-a-recession-take-air-out-of-the-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎"},"source_url":"https://www.tipranks.com/news/article/airbnb-could-a-recession-take-air-out-of-the-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138808118","content_text":"Story HighlightsAirbnb is a high-tech stays and experiences platform that’s been in free fall for quite some time. Though demand could recover into summer, a slow and steady tumble into a winter recession could weigh heavily on discretionary firms like Airbnb.Shares of popular alternative accommodations platform Airbnb (ABNB) have already seen its stock deflate in price, plunging around 55% from its peak hit just last year. From COVID pandemic headwinds to fears of an economic downturn, the travel industry cannot seem to catch any break.With a Federal Reserve raising rates to curb inflation, prospective travelers may find they’re short of discretionary income in the second half of 2022. Inflation has already weighed heavily on consumer wallets. As prices continue to rise while employment takes a few steps back, travel demand could be in for a milder repeat of the downturn experienced in 2020.Further, the pandemic is still ongoing, with new variants that could strike as soon as autumn. Though booster shots and oral treatments could prevent another horrific lockdown in America, investors should be ready for anything. Indeed, the last two and a half years have been incredibly humbling for investors and analysts.Though Airbnb stock seems cheap, COVID risks, I believe, are still discounted as the economy opens its doors even wider for the summer travel season. The summertime could be prosperous for travelers who have not met their pent-up travel demand since the pandemic began. Prices for a wide range of travel hotspots have been soaring, thanks in part to higher inflation, but mainly due to demand which could stay hot.Looking ahead, Airbnb may enjoy a nice boost from robust demand for homestays and vacation rentals. That said, the winter that follows could weigh heavily, especially if evidence of a recession were to grow.Now, Airbnb is a great company with an enviable lead in alternative accommodations. That said, the stock still trades at a lofty multiple, leaving it vulnerable as the market seeks to punish high-multiple tech stocks and economically-sensitive firms.For Airbnb stock, such a punishment could act as a one-two punch to the chin. For now, I am bearish on ABNB stock, given rising recession risks.On TipRanks, ABNB scores a 3 out of 10 on the Smart Score spectrum. This indicates a potential for the stock to underperform the broader market.Travel Demand Stays Robust, But Storm Clouds are ApproachingMany think a recession is inevitable at this juncture, but it isn’t. An economic slowdown could be in the cards if the Fed can accomplish its mission. In any case, Airbnb may have to brace itself as consumers become less willing to splurge.In the latest quarter, gross bookings of $17.2 billion were in line with analyst estimates. There was evidence of broadening recovery in travel. And although the summer could bring forth even more relief for Airbnb, it’s worth noting that recent upbeat trends could reverse very quickly if consumer resilience fades, paving the way for a potential negative surprise in the second half.Despite the gloomy recession talk, we’ve heard a lot of upbeat chatter about the state of the consumer. They’re still sitting on considerable savings, and job postings are surging. Indeed, it seems like the consumer is ready to spend, with employment staying robust.However, as inflation creeps higher, savings accounts could erode quicker. Further, there have been many layoffs and hiring pauses in the tech sector. The second-half road certainly seems bumpier for the consumer. And it will be interesting to see how discretionary firms’ earnings hold up, as their shares sell off in anticipation of a waning economy.Airbnb Stock: How Will it Fare as the Economy Slows?Airbnb may be a discretionary firm, but with a wider range of stay options, it may have what it takes to hold its own compared to the big hotels. The company offers a greater number of value-conscious options that may be in greater demand as budget-constrained travelers look to meet up pent-up demand for travel despite fading economic conditions. In that regard, I view Airbnb as a better play than traditional hotel firms, which aren’t as price flexible.Now, that doesn’t mean Airbnb is immune to further downside in the face of a recession. Rather, I think Airbnb could be quicker to rebound than its more traditional rivals come the next expansionary cycle.Though I view the alternative accommodation industry as more favorable than hotels in the face of a recession, the valuation of Airbnb stock doesn’t seem to offer much of a margin of safety.At writing, ABNB stock trades at 9.4 times sales and 80.4 times trailing earnings. That’s cheap historically speaking, but given recession storm clouds approaching, I’d argue the stock has a lot of room to fall before it’s considered a great value.Wall Street’s TakeAccording to TipRanks’ analyst rating consensus, ABNB stock comes in as a Moderate Buy. Out of 30 analyst ratings, there are 12 Buy recommendations, 17 Hold recommendations, and one Sell recommendation.The average Airbnb price target is $168.07, implying an upside of 78.93%. Analyst price targets range from a low of $95 per share to a high of $250 per share.The Bottom Line on Airbnb StockFor Airbnb, many exciting long-term tailwinds are still in play. Most notably, millennial demand for experiences over materialistic goods.As strong as consumers are today, it’s hard to imagine their purchasing power will hold up after another few quarters of this rampant inflation. Add the economic slowdown into the equation, and Airbnb stock still seems a tad pricy compared to the risks one will have to bear.","news_type":1},"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9048221024,"gmtCreate":1656213798468,"gmtModify":1676535786432,"author":{"id":"3579403347394929","authorId":"3579403347394929","name":"pilikaseer","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579403347394929","authorIdStr":"3579403347394929"},"themes":[],"htmlText":"Good sharing 👍","listText":"Good sharing 👍","text":"Good sharing 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048221024","repostId":"1191010488","repostType":4,"isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041165003,"gmtCreate":1656028002103,"gmtModify":1676535752383,"author":{"id":"3579403347394929","authorId":"3579403347394929","name":"pilikaseer","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579403347394929","authorIdStr":"3579403347394929"},"themes":[],"htmlText":"Thank you","listText":"Thank you","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041165003","repostId":"1165697120","repostType":4,"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058925199,"gmtCreate":1654777273911,"gmtModify":1676535508956,"author":{"id":"3579403347394929","authorId":"3579403347394929","name":"pilikaseer","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579403347394929","authorIdStr":"3579403347394929"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a>good buy?","listText":"<a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a>good buy?","text":"$Netflix(NFLX)$good buy?","images":[{"img":"https://community-static.tradeup.com/news/16eac2d16ceab110d058ab555780c635","width":"1080","height":"2249"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058925199","isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9058965644,"gmtCreate":1654775047188,"gmtModify":1676535508737,"author":{"id":"3579403347394929","authorId":"3579403347394929","name":"pilikaseer","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579403347394929","authorIdStr":"3579403347394929"},"themes":[],"htmlText":"How is this going to help Netflix?&nbsp;","listText":"How is this going to help Netflix?&nbsp;","text":"How is this going to help Netflix?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058965644","repostId":"1101820478","repostType":4,"repost":{"id":"1101820478","pubTimestamp":1654740823,"share":"https://ttm.financial/m/news/1101820478?lang=&edition=fundamental","pubTime":"2022-06-09 10:13","market":"us","language":"en","title":"ROKU Stock News: 10 Things to Know About the Netflix Deal Rumors Pushing Roku Shares Higher","url":"https://stock-news.laohu8.com/highlight/detail?id=1101820478","media":"InvestorPlace","summary":"Roku(ROKU) is up today on news that Netflix(NFLX) is looking to buy the connected device company.Buy","content":"<html><head></head><body><ul><li><b>Roku</b>(<b><u>ROKU</u></b>) is up today on news that <b>Netflix</b>(<b><u>NFLX</u></b>) is looking to buy the connected device company.</li><li>Buying Roku would give Netflix access to its online advertising platform as it moves away from a subscription-only business model.</li><li>The market capitalization of ROKU stock has plummeted this year, making it an easier pill to swallow for Netflix.</li></ul><p>Shares of <b>Roku</b>(NASDAQ:<b><u>ROKU</u></b>) are up 10% today on speculation that <b>Netflix</b>(NASDAQ:<b><u>NFLX</u></b>) is considering buying the company. No deal has been officially announced, and these could just be rumors that amount to nothing. But this is welcome news for shareholders, who have had to watch the share price fall 60% year-to-date (YTD) to $93.42 as of June 7.</p><p>Multiple reports say Roku, which manufactures streaming devices, has closed the window during which employees can sell their vested stock grants. The move was spurred by internal chatter that the San Jose, California-based company is going to sell itself to streaming giant Netflix.</p><p>ROKU stock is nearly 80% below its 52-week high of $490.76. Here are 10 things investors should know about a potential deal that would see Netflix acquire Roku.</p><p><b>10 Things Investors Should Know</b></p><p>1. An acquisition makes sense, as the purchase would give Netflix access to Roku’s advertising sales platform as it moves to transition away from its subscription-only business model.</p><p>2. Any deal would likely be an all-stock transaction. Netflix’s balance sheet is currently under stress due to the $33 billion it has allocated for content development this year. Also, the company currently has a “junk grade” credit rating.</p><p>3. Several analysts have said in recent months that Netflix buying Roku would make sense. A deal would enable the streaming giant to run targeted advertising on Roku’s platform and get consumers to re-engage with its content.</p><p>4. NFLX stock has been hammered this year, falling 65% YTD following news that it lost 200,000 subscribers over the the first three months of the year. It also forecast that it will lose another 2 million by the end of the current second quarter.</p><p>5. The decline in the share price has wiped $175 billion off Netflix’s market cap and forced the company to consider adding advertising to its streaming platform — something it previously said it would never do.</p><p>6. Roku’s video-advertising platform generated $647 million in revenue during this year’s first quarter. It competes with the likes of <b>Apple</b>(NASDASQ:<b><u>AAPL</u></b>) and <b>Amazon</b>(NASDAQ:<b><u>AMZN</u></b>) in the market for internet-connected TVs and other devices.</p><p>7. Sales of Roku’s physical streaming devices have slowed to the point where the company’s advertising revenue is its main income generator today.</p><p>8. The downturn in ROKU stock has brought its market capitalization down from a peak of $60 billion to about $13 billion, making it an easier acquisition for Netflix.</p><p>9. Ironically, Netflix would be returning to its roots if it purchased Roku. The streaming giant initially developed the company, then spun it off back in 2008.</p><p>10. Roku founder and chief executive Anthony Woods was working on a set-top box for Netflix. However, the company didn’t follow through with the idea over concerns the device would prevent it from launching its streaming platform elsewhere.</p><p><b>What’s Next for ROKU Stock</b></p><p>We’ll have to wait to see if the rumors that Netflix will buy Roku are true. Right now, there are no guarantees that a deal will happen. However, mere talk of a deal is helping to lift ROKU stock, which is good news for the company’s shareholders in the near-term. Stay tuned.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ROKU Stock News: 10 Things to Know About the Netflix Deal Rumors Pushing Roku Shares Higher</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\">\nROKU Stock News: 10 Things to Know About the Netflix Deal Rumors Pushing Roku Shares Higher\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-09 10:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/06/roku-stock-news-10-things-to-know-about-the-netflix-deal-rumors-pushing-roku-shares-higher/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Roku(ROKU) is up today on news that Netflix(NFLX) is looking to buy the connected device company.Buying Roku would give Netflix access to its online advertising platform as it moves away from a ...</p>\n\n<a href=\"https://investorplace.com/2022/06/roku-stock-news-10-things-to-know-about-the-netflix-deal-rumors-pushing-roku-shares-higher/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","ROKU":"Roku Inc"},"source_url":"https://investorplace.com/2022/06/roku-stock-news-10-things-to-know-about-the-netflix-deal-rumors-pushing-roku-shares-higher/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101820478","content_text":"Roku(ROKU) is up today on news that Netflix(NFLX) is looking to buy the connected device company.Buying Roku would give Netflix access to its online advertising platform as it moves away from a subscription-only business model.The market capitalization of ROKU stock has plummeted this year, making it an easier pill to swallow for Netflix.Shares of Roku(NASDAQ:ROKU) are up 10% today on speculation that Netflix(NASDAQ:NFLX) is considering buying the company. No deal has been officially announced, and these could just be rumors that amount to nothing. But this is welcome news for shareholders, who have had to watch the share price fall 60% year-to-date (YTD) to $93.42 as of June 7.Multiple reports say Roku, which manufactures streaming devices, has closed the window during which employees can sell their vested stock grants. The move was spurred by internal chatter that the San Jose, California-based company is going to sell itself to streaming giant Netflix.ROKU stock is nearly 80% below its 52-week high of $490.76. Here are 10 things investors should know about a potential deal that would see Netflix acquire Roku.10 Things Investors Should Know1. An acquisition makes sense, as the purchase would give Netflix access to Roku’s advertising sales platform as it moves to transition away from its subscription-only business model.2. Any deal would likely be an all-stock transaction. Netflix’s balance sheet is currently under stress due to the $33 billion it has allocated for content development this year. Also, the company currently has a “junk grade” credit rating.3. Several analysts have said in recent months that Netflix buying Roku would make sense. A deal would enable the streaming giant to run targeted advertising on Roku’s platform and get consumers to re-engage with its content.4. NFLX stock has been hammered this year, falling 65% YTD following news that it lost 200,000 subscribers over the the first three months of the year. It also forecast that it will lose another 2 million by the end of the current second quarter.5. The decline in the share price has wiped $175 billion off Netflix’s market cap and forced the company to consider adding advertising to its streaming platform — something it previously said it would never do.6. Roku’s video-advertising platform generated $647 million in revenue during this year’s first quarter. It competes with the likes of Apple(NASDASQ:AAPL) and Amazon(NASDAQ:AMZN) in the market for internet-connected TVs and other devices.7. Sales of Roku’s physical streaming devices have slowed to the point where the company’s advertising revenue is its main income generator today.8. The downturn in ROKU stock has brought its market capitalization down from a peak of $60 billion to about $13 billion, making it an easier acquisition for Netflix.9. Ironically, Netflix would be returning to its roots if it purchased Roku. The streaming giant initially developed the company, then spun it off back in 2008.10. Roku founder and chief executive Anthony Woods was working on a set-top box for Netflix. However, the company didn’t follow through with the idea over concerns the device would prevent it from launching its streaming platform elsewhere.What’s Next for ROKU StockWe’ll have to wait to see if the rumors that Netflix will buy Roku are true. Right now, there are no guarantees that a deal will happen. However, mere talk of a deal is helping to lift ROKU stock, which is good news for the company’s shareholders in the near-term. Stay tuned.","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058919712,"gmtCreate":1654770487536,"gmtModify":1676535507973,"author":{"id":"3579403347394929","authorId":"3579403347394929","name":"pilikaseer","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579403347394929","authorIdStr":"3579403347394929"},"themes":[],"htmlText":"[What]&nbsp;","listText":"[What]&nbsp;","text":"[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058919712","repostId":"1117757400","repostType":4,"repost":{"id":"1117757400","pubTimestamp":1654752757,"share":"https://ttm.financial/m/news/1117757400?lang=&edition=fundamental","pubTime":"2022-06-09 13:32","market":"us","language":"en","title":"Will Netflix Buy Roku? What 2 Pros Say","url":"https://stock-news.laohu8.com/highlight/detail?id=1117757400","media":"InvestorPlace","summary":"Chatter is picking up around the potential for Netflix(NFLX) to buy Roku(ROKU).While this discussion","content":"<html><head></head><body><ul><li>Chatter is picking up around the potential for <b>Netflix</b>(<b><u>NFLX</u></b>) to buy <b>Roku</b>(<b><u>ROKU</u></b>).</li><li>While this discussion appears to be the rumor mill at work, ROKU stock has soared 9.06% today.</li><li>Two analysts aren&#39;t buying what the pundits are suggesting today.</li></ul><p>For streaming giants <b>Netflix</b>(NASDAQ:<b><u>NFLX</u></b>) and <b>Roku</b>(NASDAQ:<b><u>ROKU</u></b>), it’s been a rough year — and that’s perhaps putting it lightly. However, today some are asking the question: will Netflix buy Roku?</p><p>Merger talk is always fun, and speculation certainly provides for some volatile swings. Currently, ROKU stock is up approximately 10% on these rumors. Netflix, on the other hand, has also seen its shares rise a modest 2.12% today.</p><p>So, what gives? Typically, on rumors of an acquisition, the acquiring company’s share price sinks. That’s due to the premium investors are pricing in for a potential deal.</p><p>Perhaps the market doesn’t think this deal will materialize. After all, we’re only hearing rumors right now. Let’s dive into what two experts think about this subject.</p><p><b>Will Netflix Buy Roku? Analysts Chime In</b></p><p>This potential business combination is one that’s certainly intriguing the Street. After all, both Netflix and Roku are streaming companies with somewhat differing business models. Perhaps Netflix could gain from Roku’s unique focus on niche streaming markets as well as its hardware business.</p><p>However, Rich Greenfield of LightShed Partners doesn’t think so. In a recent interview, GreenfieldsuggestedNetflix is unlikely to wade into the hardware waters. It’s been a long time since the company offered its DVD rental business. Accordingly, taking a step back into the past doesn’t seem like a smart or strategic move — at least, according to this analyst.</p><p>JPMorgan analyst Cory Carpenter agrees. This deal would be massive in scope, probably requiring a significant premium to Roku’s current valuation around $14 billion to get the deal done. For that kind of money, both analysts agree that better and more “sticky” content could be produced to bolster Netflix’s user metrics.</p><p>I have to agree, as well. This deal is one that fundamentally doesn’t make sense, based on each individual company’s business. Sure, Roku has a streaming business that may be enticing to an acquirer. However, the extent to which Netflix will pay a premium for a clientele that likely has significant overlap with its existing base remains unclear.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will Netflix Buy Roku? What 2 Pros Say</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\">\nWill Netflix Buy Roku? What 2 Pros Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-09 13:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/06/will-netflix-buy-roku-what-2-pros-say/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chatter is picking up around the potential for Netflix(NFLX) to buy Roku(ROKU).While this discussion appears to be the rumor mill at work, ROKU stock has soared 9.06% today.Two analysts aren't buying ...</p>\n\n<a href=\"https://investorplace.com/2022/06/will-netflix-buy-roku-what-2-pros-say/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","ROKU":"Roku Inc"},"source_url":"https://investorplace.com/2022/06/will-netflix-buy-roku-what-2-pros-say/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117757400","content_text":"Chatter is picking up around the potential for Netflix(NFLX) to buy Roku(ROKU).While this discussion appears to be the rumor mill at work, ROKU stock has soared 9.06% today.Two analysts aren't buying what the pundits are suggesting today.For streaming giants Netflix(NASDAQ:NFLX) and Roku(NASDAQ:ROKU), it’s been a rough year — and that’s perhaps putting it lightly. However, today some are asking the question: will Netflix buy Roku?Merger talk is always fun, and speculation certainly provides for some volatile swings. Currently, ROKU stock is up approximately 10% on these rumors. Netflix, on the other hand, has also seen its shares rise a modest 2.12% today.So, what gives? Typically, on rumors of an acquisition, the acquiring company’s share price sinks. That’s due to the premium investors are pricing in for a potential deal.Perhaps the market doesn’t think this deal will materialize. After all, we’re only hearing rumors right now. Let’s dive into what two experts think about this subject.Will Netflix Buy Roku? Analysts Chime InThis potential business combination is one that’s certainly intriguing the Street. After all, both Netflix and Roku are streaming companies with somewhat differing business models. Perhaps Netflix could gain from Roku’s unique focus on niche streaming markets as well as its hardware business.However, Rich Greenfield of LightShed Partners doesn’t think so. In a recent interview, GreenfieldsuggestedNetflix is unlikely to wade into the hardware waters. It’s been a long time since the company offered its DVD rental business. Accordingly, taking a step back into the past doesn’t seem like a smart or strategic move — at least, according to this analyst.JPMorgan analyst Cory Carpenter agrees. This deal would be massive in scope, probably requiring a significant premium to Roku’s current valuation around $14 billion to get the deal done. For that kind of money, both analysts agree that better and more “sticky” content could be produced to bolster Netflix’s user metrics.I have to agree, as well. This deal is one that fundamentally doesn’t make sense, based on each individual company’s business. Sure, Roku has a streaming business that may be enticing to an acquirer. However, the extent to which Netflix will pay a premium for a clientele that likely has significant overlap with its existing base remains unclear.","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}