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HearMeRoar

HearMeRoar

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2022-04-21

Hold for long term for innovation magic? Don't trade ?

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2022-04-21

Hopefully the solar side can grow too. All engines growing to make it more hyper and less dependant on EV

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2022-04-20

Holding for long term. Have faith in it

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2022-04-20

Nice sharing

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2022-04-17

Medical for the defensive win!

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2022-04-16

Nice sharing

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2022-04-12

Great ariticle, would you like to share it?

@TigerEvents:🏆【GAME】Hunting Eggs for Extra Saving!

2022-02-05

To the moon!

Here Are the Tech Stocks to Buy After a Crazy Week of Earnings

2022-01-22

Wouldn't opposing views be buying these now at a discount if u believe in the companies ?

Why I Sold These 3 High-Growth Tech Stocks

2022-01-20

To the moon!

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2022-01-17

I am with Palantir and hope to have more drops within these 6-7 months, so I can buy more with my bonus. Hahha. Then from Aug onwards, show the world the power of their revenue and then to the moon all way to the end of 2022

Palantir: The Myth Of Overvaluation

2022-01-15

can get more Sea at a deeper discount ?

@Alvin Chow:Tencent dumps Sea, PDD is next

2022-01-03

I am sad. No more discount price.

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2022-01-02

Gogogo

XPeng Says 16,000 Vehicles Were Delivered In Dec, A 181% Increase Y-O-Y

2021-06-26

Awesome

S&P 500 climbs to another record led by bank shares, notches its best week since February

2021-06-22

Latest

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2021-06-21

Wow

Nike, FedEx, Johnson & Johnson, Darden, and Other Stocks for Investors to Watch This Week

2021-06-17

Latest

Fed Sees Two Rate Hikes by End of 2023, Inches Towards Taper

2021-06-12

All in for small market!

Cramer’s week ahead: Don’t underestimate the market’s small gains

Go to Tiger App to see more news

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Also, invite your frien","images":[{"img":"https://community-static.tradeup.com/news/15b435c0d10e0e89ad3e06b7bbd04830","width":"2251","height":"1334"},{"img":"https://community-static.tradeup.com/news/ff9640a9df2f24446e07b7a9b658cb4b","width":"1200","height":"630"},{"img":"https://community-static.tradeup.com/news/795038848b7c7b1d7dda27d92b580946","width":"1656","height":"948"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016476123","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098176862,"gmtCreate":1644065896484,"gmtModify":1676533887333,"author":{"id":"3580462225146110","authorId":"3580462225146110","name":"HearMeRoar","avatar":"https://static.tigerbbs.com/638362e9a418e7ce5383efbd382a5747","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580462225146110","authorIdStr":"3580462225146110"},"themes":[],"htmlText":"To the moon!","listText":"To the moon!","text":"To the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098176862","repostId":"1105297016","repostType":4,"repost":{"id":"1105297016","pubTimestamp":1644048053,"share":"https://ttm.financial/m/news/1105297016?lang=&edition=fundamental","pubTime":"2022-02-05 16:00","market":"us","language":"en","title":"Here Are the Tech Stocks to Buy After a Crazy Week of Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1105297016","media":"Barrons","summary":"Tech investors just survived what could be the most tumultuous stretch of earnings we’ve ever seen.T","content":"<html><head></head><body><p>Tech investors just survived what could be the most tumultuous stretch of earnings we’ve ever seen.</p><p>The tech megacaps— Alphabet (ticker: GOOGL), Amazon.com (AMZN), Apple (AAPL), Meta Platforms (FB), and Microsoft (MSFT)—are some of the most widely scrutinized institutions on Earth. Investors, analysts, journalists, and legislators poke, prod, test, and study the companies down to a microscopic level. And yet this quarter, each one of them managed to surprise. Facebook parent Meta Platforms tanked the entire market on Thursday after its weak report, only to see stocks rescued a day later by Amazon’s impressive growth.</p><p>Now that we’ve had a few minutes to breathe, here are some thoughts on tech’s crazy week:</p><p><b>Amazon’s strategy of diversification is paying off:</b> This was the quarter that Amazon clearly demonstrated that it’s far more than an e-tailer. Its Amazon Web Services cloud business is on fire—it’s arguably a more valuable (and far less cyclical) business than the company’s legacy e-commerce arm. It is no accident that founder Jeff Bezos chose Andy Jassy—who built and ran AWS—to be his successor as CEO.</p><p>But there’s more to the quarter. Amazon’s advertising business generated $10 billion in sales in the latest period, having doubled in a bit more than a year. It now generates more ad dollars than Google’s YouTube. People come to the Amazon store with intent—no matter what you search for, you will see an assortment of sponsored listings, i.e., advertising. I did a search for “staple gun,” just to prove the point, and the results included more than a dozen sponsored listings.</p><p>Amazon’s third-party services business, meanwhile, now has an annual run rate of more than $120 billion. The business has become an indispensable channel for vendors of every variety, thanks to its warehousing and delivery services.</p><p>Amazon has built one of the most effective logistics networks on Earth—some analyst estimates have Amazon delivering more packages this year than $200 billion market-value United Parcel Service (UPS). Even after Friday’s 14% rally, Amazon shares are still down year to date, following just a minimal gain in 2021. The stock looks like a bargain.</p><p><b>You can’t overstate the importance of cloud computing:</b> One of the most important themes from the last two weeks is that the cloud businesses at Amazon, Microsoft, and Alphabet just continue to get better. All three turned in better-than-expected results. Microsoft reported 46% growth for its Azure business in the December quarter—and projected even faster growth in the March quarter. Google Cloud revenue grew 45% for the second straight quarter. And AWS helped offset softness in Amazon’s core e-commerce business, with revenue growth improving to 40% from 39%, accelerating for the fourth-straight quarter. The cloud arms of these three giants are the best enterprise computing businesses in the market.</p><p><b>Raising the stakes:</b> Amazon last week raised the monthly rate on Amazon Prime by 15% for monthly payers to $15.99; annual subscription will see a 17% increase to $139. The company last increased the Prime subscription rate in 2018, and costs for labor and delivery are rising, so a price bump seems rational.</p><p>The move comes just weeks after Netflix (NFLX) instituted a price increase for its subscribers in the U.S. and Canada. It will be interesting to see the consumer reaction, but my suspicion is that elasticity is high—the services are valuable, and there aren’t easy substitutions.</p><p>The price hikes indicate just how confident Amazon and Netflix are about their subscriptions. Here’s a little perspective: the New York Times (NYT), which in recent weeks announced deals to acquire the sports news site the Athletic and the popular word game Wordle, has set a goal of 15 million total subscribers by 2027. Both Amazon and Netflix have more than 200 million subscribers apiece.</p><p><b>Spend wisely:</b> Alphabet last week declared a 20-for-1 stock split, which will bring the share price down to around the $150 range. But what they aren’t doing is paying actual dividends. They should. The company has $140 billion in cash and equivalents; it generated $18.6 billion in free cash flow in the latest quarter.</p><p>Meta just highlighted the risks of choosing buybacks over dividends. The Facebook parent bought back $33 billion of stock over just the last two quarters. Given the Meta selloff last week, that cash was basically set on fire. Had the company instead declared a special dividend, it could have paid holders close to $14 a share.</p><p><b>The shakeout isn’t over:</b> The underlying issues that have plagued tech stocks for months are still in place. Interest rates are going to head higher still. Chips remain in short supply. Inflation is uncomfortably high. The market’s appetite for speculative names is low. There’s a reason the best performing tech stocks so far this year are cheap—old school names like VMware (VMW), Hewlett Packard Enterprise (HPE), Dell Technologies (DELL), and IBM (IBM).</p><p>In the past two weeks we’ve learned that more than ever the market likes consistency. That’s what made Meta’s earnings and outlook this past week so troubling: Facebook is no longer the reliable performer investors have come to expect. But the rest of Big Tech still fits the bill. Apple and Microsoft consistently beat expectations with products customers want. And you can say the same for Google and Amazon. Once again, Big Tech was the earnings season winner.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Are the Tech Stocks to Buy After a Crazy Week of Earnings </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere Are the Tech Stocks to Buy After a Crazy Week of Earnings \n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tech-stocks-to-buy-after-a-crazy-week-of-earnings-51644019511?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech investors just survived what could be the most tumultuous stretch of earnings we’ve ever seen.The tech megacaps— Alphabet (ticker: GOOGL), Amazon.com (AMZN), Apple (AAPL), Meta Platforms (FB), ...</p>\n\n<a href=\"https://www.barrons.com/articles/tech-stocks-to-buy-after-a-crazy-week-of-earnings-51644019511?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","GOOGL":"谷歌A","NFLX":"奈飞","AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/tech-stocks-to-buy-after-a-crazy-week-of-earnings-51644019511?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105297016","content_text":"Tech investors just survived what could be the most tumultuous stretch of earnings we’ve ever seen.The tech megacaps— Alphabet (ticker: GOOGL), Amazon.com (AMZN), Apple (AAPL), Meta Platforms (FB), and Microsoft (MSFT)—are some of the most widely scrutinized institutions on Earth. Investors, analysts, journalists, and legislators poke, prod, test, and study the companies down to a microscopic level. And yet this quarter, each one of them managed to surprise. Facebook parent Meta Platforms tanked the entire market on Thursday after its weak report, only to see stocks rescued a day later by Amazon’s impressive growth.Now that we’ve had a few minutes to breathe, here are some thoughts on tech’s crazy week:Amazon’s strategy of diversification is paying off: This was the quarter that Amazon clearly demonstrated that it’s far more than an e-tailer. Its Amazon Web Services cloud business is on fire—it’s arguably a more valuable (and far less cyclical) business than the company’s legacy e-commerce arm. It is no accident that founder Jeff Bezos chose Andy Jassy—who built and ran AWS—to be his successor as CEO.But there’s more to the quarter. Amazon’s advertising business generated $10 billion in sales in the latest period, having doubled in a bit more than a year. It now generates more ad dollars than Google’s YouTube. People come to the Amazon store with intent—no matter what you search for, you will see an assortment of sponsored listings, i.e., advertising. I did a search for “staple gun,” just to prove the point, and the results included more than a dozen sponsored listings.Amazon’s third-party services business, meanwhile, now has an annual run rate of more than $120 billion. The business has become an indispensable channel for vendors of every variety, thanks to its warehousing and delivery services.Amazon has built one of the most effective logistics networks on Earth—some analyst estimates have Amazon delivering more packages this year than $200 billion market-value United Parcel Service (UPS). Even after Friday’s 14% rally, Amazon shares are still down year to date, following just a minimal gain in 2021. The stock looks like a bargain.You can’t overstate the importance of cloud computing: One of the most important themes from the last two weeks is that the cloud businesses at Amazon, Microsoft, and Alphabet just continue to get better. All three turned in better-than-expected results. Microsoft reported 46% growth for its Azure business in the December quarter—and projected even faster growth in the March quarter. Google Cloud revenue grew 45% for the second straight quarter. And AWS helped offset softness in Amazon’s core e-commerce business, with revenue growth improving to 40% from 39%, accelerating for the fourth-straight quarter. The cloud arms of these three giants are the best enterprise computing businesses in the market.Raising the stakes: Amazon last week raised the monthly rate on Amazon Prime by 15% for monthly payers to $15.99; annual subscription will see a 17% increase to $139. The company last increased the Prime subscription rate in 2018, and costs for labor and delivery are rising, so a price bump seems rational.The move comes just weeks after Netflix (NFLX) instituted a price increase for its subscribers in the U.S. and Canada. It will be interesting to see the consumer reaction, but my suspicion is that elasticity is high—the services are valuable, and there aren’t easy substitutions.The price hikes indicate just how confident Amazon and Netflix are about their subscriptions. Here’s a little perspective: the New York Times (NYT), which in recent weeks announced deals to acquire the sports news site the Athletic and the popular word game Wordle, has set a goal of 15 million total subscribers by 2027. Both Amazon and Netflix have more than 200 million subscribers apiece.Spend wisely: Alphabet last week declared a 20-for-1 stock split, which will bring the share price down to around the $150 range. But what they aren’t doing is paying actual dividends. They should. The company has $140 billion in cash and equivalents; it generated $18.6 billion in free cash flow in the latest quarter.Meta just highlighted the risks of choosing buybacks over dividends. The Facebook parent bought back $33 billion of stock over just the last two quarters. Given the Meta selloff last week, that cash was basically set on fire. Had the company instead declared a special dividend, it could have paid holders close to $14 a share.The shakeout isn’t over: The underlying issues that have plagued tech stocks for months are still in place. Interest rates are going to head higher still. Chips remain in short supply. Inflation is uncomfortably high. The market’s appetite for speculative names is low. There’s a reason the best performing tech stocks so far this year are cheap—old school names like VMware (VMW), Hewlett Packard Enterprise (HPE), Dell Technologies (DELL), and IBM (IBM).In the past two weeks we’ve learned that more than ever the market likes consistency. That’s what made Meta’s earnings and outlook this past week so troubling: Facebook is no longer the reliable performer investors have come to expect. But the rest of Big Tech still fits the bill. Apple and Microsoft consistently beat expectations with products customers want. And you can say the same for Google and Amazon. Once again, Big Tech was the earnings season winner.","news_type":1},"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007873641,"gmtCreate":1642846611261,"gmtModify":1676533752528,"author":{"id":"3580462225146110","authorId":"3580462225146110","name":"HearMeRoar","avatar":"https://static.tigerbbs.com/638362e9a418e7ce5383efbd382a5747","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580462225146110","authorIdStr":"3580462225146110"},"themes":[],"htmlText":"Wouldn't opposing views be buying these now at a discount if u believe in the companies ?&nbsp;","listText":"Wouldn't opposing views be buying these now at a discount if u believe in the companies ?&nbsp;","text":"Wouldn't opposing views be buying these now at a discount if u believe in the companies ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007873641","repostId":"2205441860","repostType":2,"repost":{"id":"2205441860","pubTimestamp":1642808308,"share":"https://ttm.financial/m/news/2205441860?lang=&edition=fundamental","pubTime":"2022-01-22 07:38","market":"us","language":"en","title":"Why I Sold These 3 High-Growth Tech Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2205441860","media":"Motley Fool","summary":"I recently sold my shares of Snap, Palantir, and Bumble. Let's explore the reasons I pulled the trigger on the sales.","content":"<html><head></head><body><p>Rising inflation and higher interest rates have crushed many high-growth tech stocks over the past few months. The reasons are simple: Inflation reduces the value of a company&#39;s future revenue and earnings, while higher interest rates boost borrowing costs for unprofitable companies.</p><p>Like many investors, I reduced my exposure to that shift by selling some of my higher-growth tech stocks and rotating toward more conservative investments. Specifically, I took profits from my investments in <b>Snap</b> (NYSE:SNAP) and <b>Palantir</b> (NYSE:PLTR), but I took a net loss on <b>Bumble</b> (NASDAQ:BMBL).</p><p>Investors should do their own due diligence instead of following my example, but let me explain my logic for selling these three high-growth tech stocks.</p><p><img src=\"https://static.tigerbbs.com/869992e71713ee11433514b27cb91bce\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>1. Snap</h2><p>Snap was once my favorite social media stock. It generated robust growth in daily active users and revenue, it remained a top app for teen users, and its profitability was gradually improving.</p><p>But over the past year, several red flags appeared. It vastly underestimated the impact of<b> Apple</b>&#39;s privacy update on iOS, set unrealistic growth targets at its investor day last February, and failed to outshine <b>ByteDance</b>&#39;s TikTok with Spotlight&#39;s short videos.</p><p>Snap&#39;s third-quarter numbers and fourth-quarter guidance last October strongly suggested it couldn&#39;t achieve its investor day target for 50% annual revenue growth over the next few years. But Snap didn&#39;t withdraw that guidance -- even after directly being questioned about it during its conference call -- and said it could retool its ads to overcome Apple&#39;s iOS changes.</p><p>Over the past three months, Snap&#39;s insiders still sold 22 times as many shares as they bought -- even as the stock price dropped more than 50%. That lack of confidence indicates its iOS headaches won&#39;t end anytime soon.</p><p>Snap might seem reasonably valued now at 10 times next year&#39;s sales, especially if it meets analysts&#39; estimates for 60% revenue growth in 2021 and 38% growth in 2022. Unfortunately, I think Snap could continue to struggle over the next few quarters and ultimately withdraw its 50% revenue growth guidance. When that happens, the stock will likely plummet to new lows.</p><h2>2. Palantir</h2><p>Palantir, the data analytics firm which serves the U.S. government and large enterprise customers, also has ambitious growth plans. It believes it can generate at least 30% annual revenue growth from 2021 to 2025.</p><p>At first glance, Palantir seems like a solid investment. The U.S. Army reportedly used its Gotham platform to hunt down Osama Bin Laden in 2011. That battle-hardened reputation enables it to promote its enterprise-facing Foundry platform to large companies. Its ability to gather data from disparate sources can help government agencies and companies make better data-driven decisions to streamline their operations.</p><p>But Palantir also has some glaring problems. It&#39;s deeply unprofitable but still trades at 15 times next year&#39;s sales, which leaves it highly exposed to rising inflation and higher interest rates. It&#39;s also constantly diluting its shares with big stock bonuses -- in the first nine months of 2021, its number of weighted-average shares jumped 165% year over year.</p><p>The growth of Gotham is also decelerating as the U.S. government quietly develops in-house alternatives. Enterprise customers could also gravitate toward other analytics services, such as <b>Alteryx</b> or <b>Splunk, </b>instead of its Foundry platform.</p><p>Instead of sticking with this speculative and unprofitable company, it might be smarter for investors to rotate back toward firmly profitable blue-chip tech stocks which will benefit from the same data-mining tailwinds.</p><h2>3. Bumble</h2><p>After defending Bumble for nearly a year, I finally realized that the online dating company&#39;s weaknesses outweighed its strengths. The growth of Bumble&#39;s namesake app, which lets women make the first move, is decelerating. Its secondary app, Badoo, continues to lose paid users.</p><p>Last quarter, Bumble&#39;s total number of paid users across both apps grew 20% year over year to 1.53 million, but that marked a deceleration from its 36% growth in the previous quarter. Meanwhile, <b>Match Group</b>&#39;s (NASDAQ:MTCH) total number of paying users, 64% of whom use Tinder, increased 16% year over year to 16.3 million in its latest quarter. The company actually accelerated from its 15% growth in the previous quarter.</p><p>Bumble also remains unprofitable, and it&#39;s shouldering <i>more than twice</i> as much debt as its total cash and equivalents. At the same time, it&#39;s pursuing scattershot strategies -- including opening a restaurant in New York City, selling branded apparel and products through an online store, and rebooting its BFF feature (for platonic friendships) as a vaguely defined metaverse platform.</p><p>Those plans probably won&#39;t widen Bumble&#39;s moat against Match&#39;s portfolio of over a dozen dating apps. After listening to its latest conference call, it became painfully clear that Bumble overestimated its own brand appeal while underestimating the competition.</p><p>Bumble expects its revenue to grow 31% to 32% this fiscal year, but that&#39;s only a bit faster than Match&#39;s projected revenue growth rate of 25%. Bumble&#39;s stock might seem reasonably valued at six times next year&#39;s sales, but it probably won&#39;t command a higher premium until it stabilizes its user growth and significantly narrows its net losses. Until that happens, Match will probably be the better overall investment.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why I Sold These 3 High-Growth Tech Stocks</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 I Sold These 3 High-Growth Tech Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-22 07:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/21/why-i-sold-these-3-high-growth-tech-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Rising inflation and higher interest rates have crushed many high-growth tech stocks over the past few months. The reasons are simple: Inflation reduces the value of a company's future revenue and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/21/why-i-sold-these-3-high-growth-tech-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4023":"应用软件","BK4515":"5G概念","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","MTCH":"Match Group, Inc.","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","AAPL":"苹果","BK4508":"社交媒体","BK4543":"AI","BK4559":"巴菲特持仓","PLTR":"Palantir Technologies Inc.","BK4501":"段永平概念","BK4077":"互动媒体与服务","BK4527":"明星科技股","BK4550":"红杉资本持仓","SNAP":"Snap Inc","BK4551":"寇图资本持仓","BK4547":"WSB热门概念","BK4505":"高瓴资本持仓","BK4549":"软银资本持仓","BMBL":"Bumble Inc.","BK4170":"电脑硬件、储存设备及电脑周边"},"source_url":"https://www.fool.com/investing/2022/01/21/why-i-sold-these-3-high-growth-tech-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205441860","content_text":"Rising inflation and higher interest rates have crushed many high-growth tech stocks over the past few months. The reasons are simple: Inflation reduces the value of a company's future revenue and earnings, while higher interest rates boost borrowing costs for unprofitable companies.Like many investors, I reduced my exposure to that shift by selling some of my higher-growth tech stocks and rotating toward more conservative investments. Specifically, I took profits from my investments in Snap (NYSE:SNAP) and Palantir (NYSE:PLTR), but I took a net loss on Bumble (NASDAQ:BMBL).Investors should do their own due diligence instead of following my example, but let me explain my logic for selling these three high-growth tech stocks.Image source: Getty Images.1. SnapSnap was once my favorite social media stock. It generated robust growth in daily active users and revenue, it remained a top app for teen users, and its profitability was gradually improving.But over the past year, several red flags appeared. It vastly underestimated the impact of Apple's privacy update on iOS, set unrealistic growth targets at its investor day last February, and failed to outshine ByteDance's TikTok with Spotlight's short videos.Snap's third-quarter numbers and fourth-quarter guidance last October strongly suggested it couldn't achieve its investor day target for 50% annual revenue growth over the next few years. But Snap didn't withdraw that guidance -- even after directly being questioned about it during its conference call -- and said it could retool its ads to overcome Apple's iOS changes.Over the past three months, Snap's insiders still sold 22 times as many shares as they bought -- even as the stock price dropped more than 50%. That lack of confidence indicates its iOS headaches won't end anytime soon.Snap might seem reasonably valued now at 10 times next year's sales, especially if it meets analysts' estimates for 60% revenue growth in 2021 and 38% growth in 2022. Unfortunately, I think Snap could continue to struggle over the next few quarters and ultimately withdraw its 50% revenue growth guidance. When that happens, the stock will likely plummet to new lows.2. PalantirPalantir, the data analytics firm which serves the U.S. government and large enterprise customers, also has ambitious growth plans. It believes it can generate at least 30% annual revenue growth from 2021 to 2025.At first glance, Palantir seems like a solid investment. The U.S. Army reportedly used its Gotham platform to hunt down Osama Bin Laden in 2011. That battle-hardened reputation enables it to promote its enterprise-facing Foundry platform to large companies. Its ability to gather data from disparate sources can help government agencies and companies make better data-driven decisions to streamline their operations.But Palantir also has some glaring problems. It's deeply unprofitable but still trades at 15 times next year's sales, which leaves it highly exposed to rising inflation and higher interest rates. It's also constantly diluting its shares with big stock bonuses -- in the first nine months of 2021, its number of weighted-average shares jumped 165% year over year.The growth of Gotham is also decelerating as the U.S. government quietly develops in-house alternatives. Enterprise customers could also gravitate toward other analytics services, such as Alteryx or Splunk, instead of its Foundry platform.Instead of sticking with this speculative and unprofitable company, it might be smarter for investors to rotate back toward firmly profitable blue-chip tech stocks which will benefit from the same data-mining tailwinds.3. BumbleAfter defending Bumble for nearly a year, I finally realized that the online dating company's weaknesses outweighed its strengths. The growth of Bumble's namesake app, which lets women make the first move, is decelerating. Its secondary app, Badoo, continues to lose paid users.Last quarter, Bumble's total number of paid users across both apps grew 20% year over year to 1.53 million, but that marked a deceleration from its 36% growth in the previous quarter. Meanwhile, Match Group's (NASDAQ:MTCH) total number of paying users, 64% of whom use Tinder, increased 16% year over year to 16.3 million in its latest quarter. The company actually accelerated from its 15% growth in the previous quarter.Bumble also remains unprofitable, and it's shouldering more than twice as much debt as its total cash and equivalents. At the same time, it's pursuing scattershot strategies -- including opening a restaurant in New York City, selling branded apparel and products through an online store, and rebooting its BFF feature (for platonic friendships) as a vaguely defined metaverse platform.Those plans probably won't widen Bumble's moat against Match's portfolio of over a dozen dating apps. After listening to its latest conference call, it became painfully clear that Bumble overestimated its own brand appeal while underestimating the competition.Bumble expects its revenue to grow 31% to 32% this fiscal year, but that's only a bit faster than Match's projected revenue growth rate of 25%. Bumble's stock might seem reasonably valued at six times next year's sales, but it probably won't command a higher premium until it stabilizes its user growth and significantly narrows its net losses. Until that happens, Match will probably be the better overall investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004762407,"gmtCreate":1642693477047,"gmtModify":1676533736574,"author":{"id":"3580462225146110","authorId":"3580462225146110","name":"HearMeRoar","avatar":"https://static.tigerbbs.com/638362e9a418e7ce5383efbd382a5747","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580462225146110","authorIdStr":"3580462225146110"},"themes":[],"htmlText":"To the moon!&nbsp;","listText":"To the moon!&nbsp;","text":"To the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004762407","repostId":"1146072325","repostType":2,"isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005418590,"gmtCreate":1642380628974,"gmtModify":1676533705821,"author":{"id":"3580462225146110","authorId":"3580462225146110","name":"HearMeRoar","avatar":"https://static.tigerbbs.com/638362e9a418e7ce5383efbd382a5747","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580462225146110","authorIdStr":"3580462225146110"},"themes":[],"htmlText":"I am with Palantir and hope to have more drops within these 6-7 months, so I can buy more with my bonus. Hahha. Then from Aug onwards, show the world the power of their revenue and then to the moon all way to the end of 2022","listText":"I am with Palantir and hope to have more drops within these 6-7 months, so I can buy more with my bonus. Hahha. Then from Aug onwards, show the world the power of their revenue and then to the moon all way to the end of 2022","text":"I am with Palantir and hope to have more drops within these 6-7 months, so I can buy more with my bonus. Hahha. Then from Aug onwards, show the world the power of their revenue and then to the moon all way to the end of 2022","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":20,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005418590","repostId":"1169852230","repostType":4,"repost":{"id":"1169852230","pubTimestamp":1642295348,"share":"https://ttm.financial/m/news/1169852230?lang=&edition=fundamental","pubTime":"2022-01-16 09:09","market":"us","language":"en","title":"Palantir: The Myth Of Overvaluation","url":"https://stock-news.laohu8.com/highlight/detail?id=1169852230","media":"Seeking Alpha","summary":"SummaryPalantir went through a large drop in pricing in Q4’21 and in the early days of 2022.Shares o","content":"<html><head></head><body><p>Summary</p><ul><li>Palantir went through a large drop in pricing in Q4’21 and in the early days of 2022.</li><li>Shares of Palantir are not overvalued, they trade at 16X FY 2025 projected free cash flow.</li><li>Commercial revenue acceleration, new product launches, expansion of the free cash flow margin and potential SPAC deal pay-offs support Palantir’s valuation.</li></ul><p>The new year is just fourteen days old and shares of Palantir (PLTR) already fell 12%, continuing a sell-off that started back in November 2021. I don&#39;t see any good reason or justification for the sell-off as Palantir will continue to grow its top line rapidly and new service offerings are set to fuel the firm&#39;s commercial growth. That Palantir is overvalued, is a myth!</p><p><b>Commercial revenue growth could accelerate as new products launch</b></p><p>There are few industries that have as fantastic growth prospects as the big data and analytics industry. Companies are accumulating more and more data from customers and their operations, requiring software solutions and artificial intelligence support to monetize this data most efficiently.</p><p>What am I most excited about, as a Palantir investor, is Palantir&#39;s opening of a new growth frontier in the big data world. Palantir will start to roll out its &#34;Foundry for Crypto&#34; in FY 2022 which offers banks, FinTechs and other companies involved in the crypto economy a way to validate customer information and to implement anti-money laundering tools. Since the crypto universe is still highly unregulated, Palantir&#39;s Foundry for Crypto could make a big difference in legitimizing this industry.</p><p>Blockchain technology and cryptocurrencies are here to stay and Palantir has a huge opportunity at its hands to develop a multi-million-dollar revenue business within a very short period of time. Key customers for Palantir&#39;s Foundry for Crypto are likely going to be financial institutions and crypto trading marketplaces like Coinbase (COIN) which have massive customer bases. Adoption of Palantir&#39;s Foundry for Crypto platform by leading market institutions could materially accelerate Palantir&#39;s commercial revenue growth.</p><p>Because of the opening of a new business segment, I see strong prospects for revenue acceleration for Palantir in the foreseeable future. Palantir&#39;s commercial revenue growth accelerated throughout FY 2021 due to strong customer acquisition and growing adoption of the firm&#39;s products and services. Palantir&#39;s commercial revenue growth accelerated from 19% in Q1&#39;21 to 28% in Q2&#39;21, and then to 37% in Q3&#39;21. Palantir&#39;s revenue acceleration in the commercial business was the reason why Palantir raised its free cash flow and revenue guidance for FY 2021. Because the commercial segment is growing increasingly fast, Palantir already raised its free cash flow outlook twice in FY 2021. The firm now expects free cash flow of $400M+ for FY 2021, after raising the guidance by 33% in Q3&#39;21.</p><p><b>Palantir is not overvalued based on expected free cash flow ramp</b></p><p>Palantir&#39;s business reached a critical point in FY 2021 and the proof is in the company&#39;s growing free cash flow margins. As the firm scales its services and leads more customers through its onboarding process, Palantir should see a significant improvement of its free cash flow margin going forward. Palantir&#39;s Q3&#39;21 free cash flow was $119M which calculates to a free cash flow margin of 30%. I believe Palantir could grow its free cash flow margin to 40% by 2025, meaning the firm is set to become a seriously profitable business within the next four years.<img src=\"https://static.tigerbbs.com/5e54fb7120d0b51650400b5081ae56a9\" tg-width=\"1280\" tg-height=\"413\" width=\"100%\" height=\"auto\"/>I also expect Palantir to grow revenues faster than the 30% that have been mentioned as a long-term growth target. The reason for this is that Palantir is signing on more customers and those customers spend more money on the firm&#39;s products and services over time, meaning monetization is improving. Assuming that Palantir can grow revenues at an annual 35% rate over the next four years, Palantir is looking at $5.0B in revenues and $2.0B in free cash flow by FY 2025. The calculation below is built on the assumption that Palantir&#39;s free cash flow margin will grow from 30% in FY 2021 to 40% by FY 2025. Over the next four years, Palantir should be able to increase its annual free cash flow by at least a factor of 4 X.<img src=\"https://static.tigerbbs.com/48214b624573bdb844c741431b6fac4e\" tg-width=\"599\" tg-height=\"163\" width=\"100%\" height=\"auto\"/>And investors should not forget about this potentially massive income stream…</p><p><b>The &#34;forgotten&#34; SPAC business</b></p><p>Palantir has come up with a clever revenue growth strategy that combines upside in SPAC investments with long-term software servicing contracts. Palantir is committing investing capital to startups that look to finance growth and, in return, the company gets equity and a signed contract for the provision of its software platforms. I rarely see this business discussed, but it presents considerable valuation upside for Palantir. In Q3&#39;21, the firm&#39;s total investments in startups summarized to $226.5M. Palantir only needs one big exit from one of these SPAC investments listed below to generate a massive windfall.<img src=\"https://static.tigerbbs.com/c452699a2b9ef7ab9b9b5f16074fd788\" tg-width=\"935\" tg-height=\"315\" width=\"100%\" height=\"auto\"/><b>Risks with Palantir</b></p><p>The biggest risk for shares of Palantir, as I see it, is continual selling pressure that is the result of a profound misunderstanding related to how the firm&#39;s business model works in practice. Palantir&#39;s business is evolving and progress is measurable and undeniable. The proof is in Palantir&#39;s improving free cash flow margin and accelerating (commercial) revenue growth. Revenues can only accelerate if more companies adopt Palantir&#39;s services. Customers are also growing their platform spend, meaning each customer that signs with Palantir is going to have a higher value for the firm in the future, unless they cancel their relationship of course. Since the business had a net customer add of 34 in Q3&#39;21, there is no evidence that customers are unhappy with the services they receive. Palantir&#39;s total customer base increased at a massive 20% rate quarter over quarter in Q3&#39;21, proving significant momentum in customer sign-ups.</p><p>I am willing to change my opinion on Palantir if the firm&#39;s actual revenue growth rates and free cash flow margins drop below my estimates.</p><p><b>Final thoughts</b></p><p>Based off of free cash flow estimates, which do not include pay-offs from SPAC divestments, shares of Palantir trade at 16 X FY 2025 projected free cash flow, assuming a 10 PP FCF margin improvement in the next four years. This margin improvement could result from the launch of new high-margin products like Foundry for Crypto, the accelerating roll-out of Foundry for Builders and higher product spend on a per-customer basis. It is a myth that Palantir is overvalued and the stock has considerable rebound potential in FY 2022!</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: The Myth Of Overvaluation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: The Myth Of Overvaluation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-16 09:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4479733-palantir-the-myth-of-overvaluation><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir went through a large drop in pricing in Q4’21 and in the early days of 2022.Shares of Palantir are not overvalued, they trade at 16X FY 2025 projected free cash flow.Commercial revenue...</p>\n\n<a href=\"https://seekingalpha.com/article/4479733-palantir-the-myth-of-overvaluation\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4479733-palantir-the-myth-of-overvaluation","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1169852230","content_text":"SummaryPalantir went through a large drop in pricing in Q4’21 and in the early days of 2022.Shares of Palantir are not overvalued, they trade at 16X FY 2025 projected free cash flow.Commercial revenue acceleration, new product launches, expansion of the free cash flow margin and potential SPAC deal pay-offs support Palantir’s valuation.The new year is just fourteen days old and shares of Palantir (PLTR) already fell 12%, continuing a sell-off that started back in November 2021. I don't see any good reason or justification for the sell-off as Palantir will continue to grow its top line rapidly and new service offerings are set to fuel the firm's commercial growth. That Palantir is overvalued, is a myth!Commercial revenue growth could accelerate as new products launchThere are few industries that have as fantastic growth prospects as the big data and analytics industry. Companies are accumulating more and more data from customers and their operations, requiring software solutions and artificial intelligence support to monetize this data most efficiently.What am I most excited about, as a Palantir investor, is Palantir's opening of a new growth frontier in the big data world. Palantir will start to roll out its \"Foundry for Crypto\" in FY 2022 which offers banks, FinTechs and other companies involved in the crypto economy a way to validate customer information and to implement anti-money laundering tools. Since the crypto universe is still highly unregulated, Palantir's Foundry for Crypto could make a big difference in legitimizing this industry.Blockchain technology and cryptocurrencies are here to stay and Palantir has a huge opportunity at its hands to develop a multi-million-dollar revenue business within a very short period of time. Key customers for Palantir's Foundry for Crypto are likely going to be financial institutions and crypto trading marketplaces like Coinbase (COIN) which have massive customer bases. Adoption of Palantir's Foundry for Crypto platform by leading market institutions could materially accelerate Palantir's commercial revenue growth.Because of the opening of a new business segment, I see strong prospects for revenue acceleration for Palantir in the foreseeable future. Palantir's commercial revenue growth accelerated throughout FY 2021 due to strong customer acquisition and growing adoption of the firm's products and services. Palantir's commercial revenue growth accelerated from 19% in Q1'21 to 28% in Q2'21, and then to 37% in Q3'21. Palantir's revenue acceleration in the commercial business was the reason why Palantir raised its free cash flow and revenue guidance for FY 2021. Because the commercial segment is growing increasingly fast, Palantir already raised its free cash flow outlook twice in FY 2021. The firm now expects free cash flow of $400M+ for FY 2021, after raising the guidance by 33% in Q3'21.Palantir is not overvalued based on expected free cash flow rampPalantir's business reached a critical point in FY 2021 and the proof is in the company's growing free cash flow margins. As the firm scales its services and leads more customers through its onboarding process, Palantir should see a significant improvement of its free cash flow margin going forward. Palantir's Q3'21 free cash flow was $119M which calculates to a free cash flow margin of 30%. I believe Palantir could grow its free cash flow margin to 40% by 2025, meaning the firm is set to become a seriously profitable business within the next four years.I also expect Palantir to grow revenues faster than the 30% that have been mentioned as a long-term growth target. The reason for this is that Palantir is signing on more customers and those customers spend more money on the firm's products and services over time, meaning monetization is improving. Assuming that Palantir can grow revenues at an annual 35% rate over the next four years, Palantir is looking at $5.0B in revenues and $2.0B in free cash flow by FY 2025. The calculation below is built on the assumption that Palantir's free cash flow margin will grow from 30% in FY 2021 to 40% by FY 2025. Over the next four years, Palantir should be able to increase its annual free cash flow by at least a factor of 4 X.And investors should not forget about this potentially massive income stream…The \"forgotten\" SPAC businessPalantir has come up with a clever revenue growth strategy that combines upside in SPAC investments with long-term software servicing contracts. Palantir is committing investing capital to startups that look to finance growth and, in return, the company gets equity and a signed contract for the provision of its software platforms. I rarely see this business discussed, but it presents considerable valuation upside for Palantir. In Q3'21, the firm's total investments in startups summarized to $226.5M. Palantir only needs one big exit from one of these SPAC investments listed below to generate a massive windfall.Risks with PalantirThe biggest risk for shares of Palantir, as I see it, is continual selling pressure that is the result of a profound misunderstanding related to how the firm's business model works in practice. Palantir's business is evolving and progress is measurable and undeniable. The proof is in Palantir's improving free cash flow margin and accelerating (commercial) revenue growth. Revenues can only accelerate if more companies adopt Palantir's services. Customers are also growing their platform spend, meaning each customer that signs with Palantir is going to have a higher value for the firm in the future, unless they cancel their relationship of course. Since the business had a net customer add of 34 in Q3'21, there is no evidence that customers are unhappy with the services they receive. Palantir's total customer base increased at a massive 20% rate quarter over quarter in Q3'21, proving significant momentum in customer sign-ups.I am willing to change my opinion on Palantir if the firm's actual revenue growth rates and free cash flow margins drop below my estimates.Final thoughtsBased off of free cash flow estimates, which do not include pay-offs from SPAC divestments, shares of Palantir trade at 16 X FY 2025 projected free cash flow, assuming a 10 PP FCF margin improvement in the next four years. This margin improvement could result from the launch of new high-margin products like Foundry for Crypto, the accelerating roll-out of Foundry for Builders and higher product spend on a per-customer basis. It is a myth that Palantir is overvalued and the stock has considerable rebound potential in FY 2022!","news_type":1},"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000657","authorId":"9000000000000657","name":"CatherineGunter","avatar":"https://static.tigerbbs.com/3776235f8fbc22077e8df03b2522caf3","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000657","authorIdStr":"9000000000000657"},"content":"If PLTR fair value is $5 why are so many different funds buying at these prices? Peter Thiel owns the majority stake in PLTR. Hold Strong! 💪","text":"If PLTR fair value is $5 why are so many different funds buying at these prices? Peter Thiel owns the majority stake in PLTR. Hold Strong! 💪","html":"If PLTR fair value is $5 why are so many different funds buying at these prices? Peter Thiel owns the majority stake in PLTR. Hold Strong! 💪"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005843860,"gmtCreate":1642254191350,"gmtModify":1676533695889,"author":{"id":"3580462225146110","authorId":"3580462225146110","name":"HearMeRoar","avatar":"https://static.tigerbbs.com/638362e9a418e7ce5383efbd382a5747","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580462225146110","authorIdStr":"3580462225146110"},"themes":[],"htmlText":"can get more Sea at a deeper discount ?","listText":"can get more Sea at a deeper discount ?","text":"can get more Sea at a deeper discount ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005843860","repostId":"695371411","repostType":1,"repost":{"id":695371411,"gmtCreate":1641354150591,"gmtModify":1676532529372,"author":{"id":"3558908080415665","authorId":"3558908080415665","name":"Alvin Chow","avatar":"https://static.tigerbbs.com/2abf7014742f3e282e9781e945db75b0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558908080415665","authorIdStr":"3558908080415665"},"themes":[],"title":"Tencent dumps Sea, PDD is next","htmlText":"1. Just not long ago<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$TENCENT(00700)$</a>&nbsp;Tencent announced it was divesting JD and it caused JD share price to tank. Yesterday, Tencent sold $3b worth of<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>&nbsp;Sea shares at $208 each. Sea share price dropped 11.4% to $197.84.2. Tencent's stake in Sea has declined from 21.3% to 18.7% after the sale. Tencent will be restricted to sell Sea shares during the next six months. But I believe the divestment will continue thereafter, adding more selling pressure Sea shares.3. This means that Tencent can raise another US$20.52 billion if it eventually divest everything at today Sea's market cap.4. With the current $3b sale in Sea and $16.4b sale in JD.com, Tencent is sitting o","listText":"1. Just not long ago<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$TENCENT(00700)$</a>&nbsp;Tencent announced it was divesting JD and it caused JD share price to tank. Yesterday, Tencent sold $3b worth of<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>&nbsp;Sea shares at $208 each. Sea share price dropped 11.4% to $197.84.2. Tencent's stake in Sea has declined from 21.3% to 18.7% after the sale. Tencent will be restricted to sell Sea shares during the next six months. But I believe the divestment will continue thereafter, adding more selling pressure Sea shares.3. This means that Tencent can raise another US$20.52 billion if it eventually divest everything at today Sea's market cap.4. With the current $3b sale in Sea and $16.4b sale in JD.com, Tencent is sitting o","text":"1. Just not long ago$TENCENT(00700)$ Tencent announced it was divesting JD and it caused JD share price to tank. Yesterday, Tencent sold $3b worth of$Sea Ltd(SE)$ Sea shares at $208 each. Sea share price dropped 11.4% to $197.84.2. Tencent's stake in Sea has declined from 21.3% to 18.7% after the sale. Tencent will be restricted to sell Sea shares during the next six months. But I believe the divestment will continue thereafter, adding more selling pressure Sea shares.3. This means that Tencent can raise another US$20.52 billion if it eventually divest everything at today Sea's market cap.4. With the current $3b sale in Sea and $16.4b sale in JD.com, Tencent is sitting o","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/695371411","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001807373,"gmtCreate":1641207836116,"gmtModify":1676533582886,"author":{"id":"3580462225146110","authorId":"3580462225146110","name":"HearMeRoar","avatar":"https://static.tigerbbs.com/638362e9a418e7ce5383efbd382a5747","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580462225146110","authorIdStr":"3580462225146110"},"themes":[],"htmlText":"I am sad. No more discount price.&nbsp;","listText":"I am sad. No more discount price.&nbsp;","text":"I am sad. No more discount price.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001807373","repostId":"1180759393","repostType":2,"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001008994,"gmtCreate":1641095077648,"gmtModify":1676533571933,"author":{"id":"3580462225146110","authorId":"3580462225146110","name":"HearMeRoar","avatar":"https://static.tigerbbs.com/638362e9a418e7ce5383efbd382a5747","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580462225146110","authorIdStr":"3580462225146110"},"themes":[],"htmlText":"Gogogo","listText":"Gogogo","text":"Gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001008994","repostId":"2200448674","repostType":2,"repost":{"id":"2200448674","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1641028848,"share":"https://ttm.financial/m/news/2200448674?lang=&edition=fundamental","pubTime":"2022-01-01 17:20","market":"us","language":"en","title":"XPeng Says 16,000 Vehicles Were Delivered In Dec, A 181% Increase Y-O-Y","url":"https://stock-news.laohu8.com/highlight/detail?id=2200448674","media":"Reuters","summary":"Jan 1 (Reuters) - XPeng Inc   :* ANNOUNCES VEHICLE DELIVERY RESULTS FOR DECEMBER AND FOURTH QUARTER ","content":"<html><head></head><body><p>Jan 1 (Reuters) - XPeng Inc   :</p><p>* ANNOUNCES VEHICLE DELIVERY RESULTS FOR DECEMBER AND FOURTH QUARTER 2021</p><p>* 16,000 SMART EVS DELIVERED IN DECEMBER</p><p>* 16,000 VEHICLES DELIVERED IN DECEMBER 2021, A 181% INCREASE YEAR-OVER-YEAR</p><p>* 41,751 VEHICLES DELIVERED IN Q4 2021, A 222% INCREASE YEAR-OVER-YEAR</p><p>* 98,155 TOTAL VEHICLES DELIVERED IN 2021, A 263% INCREASE YEAR-OVER-YEAR</p><p>* CUMULATIVE DELIVERIES REACHED 137,953 AS OF END OF DECEMBER 2021</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>XPeng Says 16,000 Vehicles Were Delivered In Dec, A 181% Increase Y-O-Y</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXPeng Says 16,000 Vehicles Were Delivered In Dec, A 181% Increase Y-O-Y\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-01 17:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Jan 1 (Reuters) - XPeng Inc   :</p><p>* ANNOUNCES VEHICLE DELIVERY RESULTS FOR DECEMBER AND FOURTH QUARTER 2021</p><p>* 16,000 SMART EVS DELIVERED IN DECEMBER</p><p>* 16,000 VEHICLES DELIVERED IN DECEMBER 2021, A 181% INCREASE YEAR-OVER-YEAR</p><p>* 41,751 VEHICLES DELIVERED IN Q4 2021, A 222% INCREASE YEAR-OVER-YEAR</p><p>* 98,155 TOTAL VEHICLES DELIVERED IN 2021, A 263% INCREASE YEAR-OVER-YEAR</p><p>* CUMULATIVE DELIVERIES REACHED 137,953 AS OF END OF DECEMBER 2021</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09868":"小鹏汽车-W","BK1119":"汽车制造商","BK1539":"汽车股","BK1587":"次新股","BK1575":"同股不同权","XPEV":"小鹏汽车","BK1588":"回港中概股"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2200448674","content_text":"Jan 1 (Reuters) - XPeng Inc   :* ANNOUNCES VEHICLE DELIVERY RESULTS FOR DECEMBER AND FOURTH QUARTER 2021* 16,000 SMART EVS DELIVERED IN DECEMBER* 16,000 VEHICLES DELIVERED IN DECEMBER 2021, A 181% INCREASE YEAR-OVER-YEAR* 41,751 VEHICLES DELIVERED IN Q4 2021, A 222% INCREASE YEAR-OVER-YEAR* 98,155 TOTAL VEHICLES DELIVERED IN 2021, A 263% INCREASE YEAR-OVER-YEAR* CUMULATIVE DELIVERIES REACHED 137,953 AS OF END OF DECEMBER 2021","news_type":1},"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125887435,"gmtCreate":1624668013327,"gmtModify":1703843097266,"author":{"id":"3580462225146110","authorId":"3580462225146110","name":"HearMeRoar","avatar":"https://static.tigerbbs.com/638362e9a418e7ce5383efbd382a5747","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580462225146110","authorIdStr":"3580462225146110"},"themes":[],"htmlText":"Awesome","listText":"Awesome","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/125887435","repostId":"1177764085","repostType":4,"repost":{"id":"1177764085","pubTimestamp":1624662146,"share":"https://ttm.financial/m/news/1177764085?lang=&edition=fundamental","pubTime":"2021-06-26 07:02","market":"us","language":"en","title":"S&P 500 climbs to another record led by bank shares, notches its best week since February","url":"https://stock-news.laohu8.com/highlight/detail?id=1177764085","media":"CNBC","summary":"U.S. stocks rose on Friday with the S&P 500 building on its rally to records, as investors bet that ","content":"<div>\n<p>U.S. stocks rose on Friday with the S&P 500 building on its rally to records, as investors bet that higher inflation will be temporary as the economy continues to recover from the pandemic.\nThe broad ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/24/stock-market-futures-open-to-close-.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 climbs to another record led by bank shares, notches its best week since February</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 climbs to another record led by bank shares, notches its best week since February\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 07:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/24/stock-market-futures-open-to-close-.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stocks rose on Friday with the S&P 500 building on its rally to records, as investors bet that higher inflation will be temporary as the economy continues to recover from the pandemic.\nThe broad ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/24/stock-market-futures-open-to-close-.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/06/24/stock-market-futures-open-to-close-.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1177764085","content_text":"U.S. stocks rose on Friday with the S&P 500 building on its rally to records, as investors bet that higher inflation will be temporary as the economy continues to recover from the pandemic.\nThe broad equity benchmark climbed 0.3% to hit another closing record high of 4,280.70. Financials were the best-performing S&P 500 sector with a 1.3% gain. The Dow Jones Industrial Average rose 237.02 points, or 0.7%, to 34,433.84, sitting less than 2% from its record. The Nasdaq Composite erased earlier gains and closed 0.1% lower at 14,360.39 amid a rise in bond yields. The 10-year Treasury yield jumped 4 basis points to 1.52%.\nThe S&P 500 rallied 2.7% for the week, notching its biggest weekly gain since early February. The Dow gained 3.4% this week for its best week since mid-March, while the Nasdaq advanced 2.4%.\nFriday’s rally came after a key inflation indicator that the Federal Reserve uses to set policy rose 3.4% in May, the fastest increase since the early 1990s, the Commerce Department reported Friday. The reading matched the expectation from economists polled by Dow Jones. The core index rose 0.5% for the month, which actually was below the 0.6% estimate.\nThe core personal consumption expenditures price index increase reflects the rapid pace of economic expansion and resulting price pressures, and amplified how far the nation has come since the pandemic-induced shutdown of 2020.\n“This provided support to the Fed’s argument that inflation is transitory and will help allay fears that we are witnessing runaway inflation,” said Anu Gaggar, senior global Investment analyst at Commonwealth Financial Network. “This should continue to provide support to risk assets such as equities.”\nBank shares jumped after the Federal Reserve announced the banking industry could easily withstand a severe recession. The Fed, in releasing the results of its annual stress test, said the 23 institutions in the 2021 exam remained “well above” minimum required capital levels during a hypothetical economic downturn. The decision cleared the way for the banks to raise dividends and buy back more stock, which was suspended during the pandemic.\nWells Fargo climbed 2.6%, while Fifth Third and PNC all gained over 2%. JPMorgan and Bank of America both rose more than 1%.\nNike’s stock surged 15.5%, helping to boost sentiment for the Dow. The company reported earnings and revenue that blew past Wall Street estimates. Digital sales also jumped 41% since last year and 147% from two years ago.\nOn the flipside,FedEx dipped 3.6% despite beating on the top and bottom lines of its earnings. FedEx also gave a strong yearly outlook.\nFriday saw heightened trading volume as FTSE Russell was set to rebalance its U.S. stock indexes at the market close. Bank of America estimated that more than $170 billion worth of shares would be changed hands as a result of 625 changes in total to Russell indexes, including the Russell 1000 and Russell 2000.\nPresident Joe Biden announced Thursday that the White House struck an infrastructure deal with a bipartisan group of senators. The lawmakers have worked for weeks to craft a roughly $1 trillion package that could get through Congress with support from both parties. The framework will include $579 billion in new spending on transportation like roads, bridges and rail, electric vehicle infrastructure and electric transit, among other things.\nThe stock market came back from last week’s swoon induced by worries about a tighter Federal Reserve. Last week, the Dow fell 3.5% and the S&P 500 shed 1.9% as the Fed moved up its timeline for interest-rate increases.","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120210793,"gmtCreate":1624324357712,"gmtModify":1703833442965,"author":{"id":"3580462225146110","authorId":"3580462225146110","name":"HearMeRoar","avatar":"https://static.tigerbbs.com/638362e9a418e7ce5383efbd382a5747","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580462225146110","authorIdStr":"3580462225146110"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120210793","repostId":"2145352630","repostType":4,"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167332987,"gmtCreate":1624246333849,"gmtModify":1703831474722,"author":{"id":"3580462225146110","authorId":"3580462225146110","name":"HearMeRoar","avatar":"https://static.tigerbbs.com/638362e9a418e7ce5383efbd382a5747","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580462225146110","authorIdStr":"3580462225146110"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167332987","repostId":"1154249454","repostType":4,"repost":{"id":"1154249454","pubTimestamp":1624230573,"share":"https://ttm.financial/m/news/1154249454?lang=&edition=fundamental","pubTime":"2021-06-21 07:09","market":"us","language":"en","title":"Nike, FedEx, Johnson & Johnson, Darden, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1154249454","media":"barrons","summary":"A handful of notable companies will release their latest results toward the end of this week.Nike,FedEx,andDarden Restaurantswill report on Thursday, followed by CarMax and Paychex on Friday. Wednesday will also feature analyst days and investor events from Johnson & Johnson, GlaxoSmithKline,and Equinix.Economic data out this week include IHS’ Manufacturing and Services Purchasing Managers’ Indexes for June on Wednesday. Both are expected to hold near their record highs. The Census Bureau will r","content":"<p>A handful of notable companies will release their latest results toward the end of this week.Nike,FedEx,andDarden Restaurantswill report on Thursday, followed by CarMax and Paychex on Friday. Wednesday will also feature analyst days and investor events from&nbsp;Johnson &amp;&nbsp;Johnson,&nbsp;GlaxoSmithKline,and&nbsp;Equinix.</p>\n<p>Economic data out this week include IHS’ Manufacturing and Services Purchasing Managers’ Indexes for June on Wednesday. Both are expected to hold near their record highs. The Census Bureau will release the durable-goods report for May on Thursday. Orders—often seen as a decent proxy for business investment—are expected to rise 3.3% month over month.</p>\n<p>And on Friday, the Bureau of Economic Analysis will report personal income and consumption for May. Spending is forecast to continue rising despite a drop off in income as stimulus checks finished being sent out in April.</p>\n<p>Monday 6/21</p>\n<p><b>The Federal Reserve Bank</b>of Chicago releases its National Activity index, a gauge of overall economic activity, for May. Expectations are for a 0.50 reading, higher than April’s 0.24 figure. A positive reading indicates economic growth that is above historical trends.</p>\n<p>Tuesday 6/22</p>\n<p><b>The National Association</b>of Realtors reports existing-home sales for May. Economists forecast a seasonally adjusted annual rate of 5.7 million homes sold, about 150,000 fewer than the April data. Existing-home sales have fallen for three consecutive months, as supply hasn’t been able to keep up with demand.</p>\n<p>Wednesday 6/23</p>\n<p>Equinix hosts its 2021 analyst day, when the company will update its long-term financial outlook.</p>\n<p>GlaxoSmithKline hosts a conference call, featuring its CEO, Emma Walmsley, to update investors on the company’s strategy for growth and shareholder value creation.</p>\n<p>Johnson &amp; Johnson hosts a webcast to discuss its ESG strategy.</p>\n<p><b>The Census Bureau</b>reports new residential construction data for May. Consensus estimate is for a seasonally adjusted annual rate of 875,000 new single-family homes sold, slightly higher than April’s 863,000. Similar to existing-home sales, new-home sales have fallen from their recent peak of 993,000 in January of this year.</p>\n<p><b>IHS Markitreports</b>both its Manufacturing and Services Purchasing Managers’ indexes for June. Expectations are for a 61.5 reading for the Manufacturing PMI, and a 69.8 figure for the Services PMI. Both projections are comparable to the May data as well as being near record highs for their respective indexes.</p>\n<p>Thursday 6/24</p>\n<p><b>The Bureau of Economic Analysis</b>reports the third and final estimate of first-quarter gross-domestic-product growth. Economists forecast a seasonally adjusted annual growth rate of 6.4%.</p>\n<p>Accenture,Darden Restaurants, FedEx, and Nike hold conference calls to discuss quarterly results.</p>\n<p><b>The Bank of England</b>announces its monetary-policy decision. The central bank is widely expected to keep its key interest rate at 0.1%.</p>\n<p><b>The Census Bureau</b>releases the durable-goods report for May. The consensus call is for new orders of manufactured goods to rise 2.8% month over month to $253 billion. Excluding transportation, new orders are projected at 1%, matching the April data.</p>\n<p>Friday 6/25</p>\n<p>CarMax and Paychex report earnings.</p>\n<p><b>The BEA reports</b>personal income and consumption for May. Income is expected to fall 3% month over month, after plummeting 13.1% in April. This reflects a dropoff in stimulus checks that first were sent out in March. Spending is seen rising 0.5%, comparable to the April data.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nike, FedEx, Johnson & Johnson, Darden, and Other Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNike, FedEx, Johnson & Johnson, Darden, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 07:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nike-fedex-johnson-johnson-darden-and-other-stocks-for-investors-to-watch-this-week-51624215603?mod=hp_LEAD_3><strong>barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A handful of notable companies will release their latest results toward the end of this week.Nike,FedEx,andDarden Restaurantswill report on Thursday, followed by CarMax and Paychex on Friday. ...</p>\n\n<a href=\"https://www.barrons.com/articles/nike-fedex-johnson-johnson-darden-and-other-stocks-for-investors-to-watch-this-week-51624215603?mod=hp_LEAD_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKE":"耐克","JNJ":"强生","FDX":"联邦快递","DRI":"达登饭店"},"source_url":"https://www.barrons.com/articles/nike-fedex-johnson-johnson-darden-and-other-stocks-for-investors-to-watch-this-week-51624215603?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154249454","content_text":"A handful of notable companies will release their latest results toward the end of this week.Nike,FedEx,andDarden Restaurantswill report on Thursday, followed by CarMax and Paychex on Friday. Wednesday will also feature analyst days and investor events from Johnson & Johnson, GlaxoSmithKline,and Equinix.\nEconomic data out this week include IHS’ Manufacturing and Services Purchasing Managers’ Indexes for June on Wednesday. Both are expected to hold near their record highs. The Census Bureau will release the durable-goods report for May on Thursday. Orders—often seen as a decent proxy for business investment—are expected to rise 3.3% month over month.\nAnd on Friday, the Bureau of Economic Analysis will report personal income and consumption for May. Spending is forecast to continue rising despite a drop off in income as stimulus checks finished being sent out in April.\nMonday 6/21\nThe Federal Reserve Bankof Chicago releases its National Activity index, a gauge of overall economic activity, for May. Expectations are for a 0.50 reading, higher than April’s 0.24 figure. A positive reading indicates economic growth that is above historical trends.\nTuesday 6/22\nThe National Associationof Realtors reports existing-home sales for May. Economists forecast a seasonally adjusted annual rate of 5.7 million homes sold, about 150,000 fewer than the April data. Existing-home sales have fallen for three consecutive months, as supply hasn’t been able to keep up with demand.\nWednesday 6/23\nEquinix hosts its 2021 analyst day, when the company will update its long-term financial outlook.\nGlaxoSmithKline hosts a conference call, featuring its CEO, Emma Walmsley, to update investors on the company’s strategy for growth and shareholder value creation.\nJohnson & Johnson hosts a webcast to discuss its ESG strategy.\nThe Census Bureaureports new residential construction data for May. Consensus estimate is for a seasonally adjusted annual rate of 875,000 new single-family homes sold, slightly higher than April’s 863,000. Similar to existing-home sales, new-home sales have fallen from their recent peak of 993,000 in January of this year.\nIHS Markitreportsboth its Manufacturing and Services Purchasing Managers’ indexes for June. Expectations are for a 61.5 reading for the Manufacturing PMI, and a 69.8 figure for the Services PMI. Both projections are comparable to the May data as well as being near record highs for their respective indexes.\nThursday 6/24\nThe Bureau of Economic Analysisreports the third and final estimate of first-quarter gross-domestic-product growth. Economists forecast a seasonally adjusted annual growth rate of 6.4%.\nAccenture,Darden Restaurants, FedEx, and Nike hold conference calls to discuss quarterly results.\nThe Bank of Englandannounces its monetary-policy decision. The central bank is widely expected to keep its key interest rate at 0.1%.\nThe Census Bureaureleases the durable-goods report for May. The consensus call is for new orders of manufactured goods to rise 2.8% month over month to $253 billion. Excluding transportation, new orders are projected at 1%, matching the April data.\nFriday 6/25\nCarMax and Paychex report earnings.\nThe BEA reportspersonal income and consumption for May. Income is expected to fall 3% month over month, after plummeting 13.1% in April. This reflects a dropoff in stimulus checks that first were sent out in March. Spending is seen rising 0.5%, comparable to the April data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163404510,"gmtCreate":1623890551730,"gmtModify":1703822560385,"author":{"id":"3580462225146110","authorId":"3580462225146110","name":"HearMeRoar","avatar":"https://static.tigerbbs.com/638362e9a418e7ce5383efbd382a5747","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580462225146110","authorIdStr":"3580462225146110"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163404510","repostId":"2144270718","repostType":4,"repost":{"id":"2144270718","pubTimestamp":1623879249,"share":"https://ttm.financial/m/news/2144270718?lang=&edition=fundamental","pubTime":"2021-06-17 05:34","market":"us","language":"en","title":"Fed Sees Two Rate Hikes by End of 2023, Inches Towards Taper","url":"https://stock-news.laohu8.com/highlight/detail?id=2144270718","media":"Bloomberg","summary":"Thirteen of 18 officials see at least one rate hike in 2023\nPowell says Fed to begin discussing scal","content":"<ul>\n <li>Thirteen of 18 officials see at least one rate hike in 2023</li>\n <li>Powell says Fed to begin discussing scaling back bond buying</li>\n</ul>\n<p>Federal Reserve officials sped up their expected pace of policy tightening amid optimism about the labor market and heightened concerns for inflation.</p>\n<p>Fed Chair Jerome Powell told a press conference Wednesday that officials would begin a discussion about scaling back bond purchases used to support financial markets and the economy during the pandemic.</p>\n<p>They also released forecasts that show they anticipate two interest-rate increases by the end of 2023 -- sooner than many thought -- and they upgraded estimates for inflation for the next three years.</p>\n<p>“The economy has clearly made progress,” Powell said after a two-day gathering of the Federal Open Market Committee. “You can think of this meeting as the talking-about-talking-about meeting, if you like,” he added, referring to the discussion about tapering purchases.</p>\n<p><img src=\"https://static.tigerbbs.com/b2eca74e7277de2e0f189f2489e9069e\" tg-width=\"1367\" tg-height=\"616\"></p>\n<p>The central bank&nbsp;held the target range&nbsp;for its benchmark policy rate unchanged at zero to 0.25%, where it’s been since March 2020, and maintained the $120 billion pace of its monthly bond purchases. The Federal Open Market Committee vote was unanimous.</p>\n<p>The more aggressive signal from the Fed’s forecasts saw the dollar rise, stocks decline and yields on 10-year Treasuries jump.</p>\n<p>“It’s a hawkish surprise,” said Thomas Costerg, senior U.S. economist at Pictet Wealth Management, referring to the rate projections. “We are looking at a Fed that seems positively surprised by the speed of vaccinations and the ongoing withdrawal of social-distancing measures.”</p>\n<p>The quarterly projections showed 13 of 18 officials favored at least one rate increase by the end of 2023, versus seven in March. Eleven officials saw at least two hikes by the end of that year. In addition, seven of them saw a move as early as 2022, up from four.</p>\n<p>“The dots should be taken with a big grain of salt,” Powell said, referring to the interest-rate forecasts. He cautioned that discussions about raising rates would be “highly premature.”</p>\n<p>The Fed marked up its inflation forecasts through the end of 2023. Officials see their preferred measure of price pressures rising 3.4% in 2021 compared with a March projection of 2.4%. The 2022 forecast rose to 2.1% from 2%, and the 2023 estimate was raised to 2.2% from 2.1%.</p>\n<p>Consumer-price pressures have proven hotter than expected over the last two months. Labor Department figures showed a 0.8% jump in prices in April and a 0.6% rise in May, marking the two biggest monthly increases since 2009.</p>\n<p><img src=\"https://static.tigerbbs.com/b6a86414293205edfd0f505fd64c5ef7\" tg-width=\"1200\" tg-height=\"675\"></p>\n<p>“As the reopening continues, shifts in demand can be large and rapid, and bottlenecks, hiring difficulties and other constraints could continue to limit how quickly supply can adjust -- raising the possibility that inflation could turn out to be higher and more persistent than we expect,” Powell said.</p>\n<p>Labor Department reports on employment published since the last gathering of the FOMC in late April, on the other hand, have disappointed relative to forecasters’ expectations. The U.S. unemployment rate was still elevated at 5.8% in May, with total employment still millions of jobs below pre-pandemic levels.</p>\n<p>Even so, the FOMC median projection for unemployment in the fourth quarter of 2021 was unchanged at 4.5%, and the median estimate for the same quarter a year later was marked down to 3.8% from 3.9%. The 2023 forecast was held at 3.5%.</p>\n<p>“I am confident that we are on a path to a very strong labor market,” Powell told reporters. “We learned during the course of the last very long expansion, the longest in our history, that labor supply during a long expansion can exceed expectations.”</p>\n<p><b>GDP Forecasts</b></p>\n<p>The U.S. economic recovery is gathering strength as business restrictions lift and social activity increases across the country. Robust demand from consumers and businesses alike has outstripped capacity, leading to bottlenecks in the supply chain, longer lead times and higher prices.</p>\n<p>Fed officials have said such “fits and starts” are to be expected given the unprecedented nature of the pandemic and expressed optimism about the outlook for the second half of the year as more Americans get vaccinated.</p>\n<p>The FOMC raised its projections for economic growth. Gross domestic product was seen expanding 7% this year, up from a prior projection of 6.5%. It maintained the 2022 expansion forecast at 3.3% and raised the 2023 estimate to 2.4% from March’s 2.2%.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed Sees Two Rate Hikes by End of 2023, Inches Towards Taper</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\">\nFed Sees Two Rate Hikes by End of 2023, Inches Towards Taper\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 05:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-06-16/fed-holds-rates-at-zero-projects-two-hikes-by-the-end-of-2023?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thirteen of 18 officials see at least one rate hike in 2023\nPowell says Fed to begin discussing scaling back bond buying\n\nFederal Reserve officials sped up their expected pace of policy tightening ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-16/fed-holds-rates-at-zero-projects-two-hikes-by-the-end-of-2023?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2021-06-16/fed-holds-rates-at-zero-projects-two-hikes-by-the-end-of-2023?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144270718","content_text":"Thirteen of 18 officials see at least one rate hike in 2023\nPowell says Fed to begin discussing scaling back bond buying\n\nFederal Reserve officials sped up their expected pace of policy tightening amid optimism about the labor market and heightened concerns for inflation.\nFed Chair Jerome Powell told a press conference Wednesday that officials would begin a discussion about scaling back bond purchases used to support financial markets and the economy during the pandemic.\nThey also released forecasts that show they anticipate two interest-rate increases by the end of 2023 -- sooner than many thought -- and they upgraded estimates for inflation for the next three years.\n“The economy has clearly made progress,” Powell said after a two-day gathering of the Federal Open Market Committee. “You can think of this meeting as the talking-about-talking-about meeting, if you like,” he added, referring to the discussion about tapering purchases.\n\nThe central bank held the target range for its benchmark policy rate unchanged at zero to 0.25%, where it’s been since March 2020, and maintained the $120 billion pace of its monthly bond purchases. The Federal Open Market Committee vote was unanimous.\nThe more aggressive signal from the Fed’s forecasts saw the dollar rise, stocks decline and yields on 10-year Treasuries jump.\n“It’s a hawkish surprise,” said Thomas Costerg, senior U.S. economist at Pictet Wealth Management, referring to the rate projections. “We are looking at a Fed that seems positively surprised by the speed of vaccinations and the ongoing withdrawal of social-distancing measures.”\nThe quarterly projections showed 13 of 18 officials favored at least one rate increase by the end of 2023, versus seven in March. Eleven officials saw at least two hikes by the end of that year. In addition, seven of them saw a move as early as 2022, up from four.\n“The dots should be taken with a big grain of salt,” Powell said, referring to the interest-rate forecasts. He cautioned that discussions about raising rates would be “highly premature.”\nThe Fed marked up its inflation forecasts through the end of 2023. Officials see their preferred measure of price pressures rising 3.4% in 2021 compared with a March projection of 2.4%. The 2022 forecast rose to 2.1% from 2%, and the 2023 estimate was raised to 2.2% from 2.1%.\nConsumer-price pressures have proven hotter than expected over the last two months. Labor Department figures showed a 0.8% jump in prices in April and a 0.6% rise in May, marking the two biggest monthly increases since 2009.\n\n“As the reopening continues, shifts in demand can be large and rapid, and bottlenecks, hiring difficulties and other constraints could continue to limit how quickly supply can adjust -- raising the possibility that inflation could turn out to be higher and more persistent than we expect,” Powell said.\nLabor Department reports on employment published since the last gathering of the FOMC in late April, on the other hand, have disappointed relative to forecasters’ expectations. The U.S. unemployment rate was still elevated at 5.8% in May, with total employment still millions of jobs below pre-pandemic levels.\nEven so, the FOMC median projection for unemployment in the fourth quarter of 2021 was unchanged at 4.5%, and the median estimate for the same quarter a year later was marked down to 3.8% from 3.9%. The 2023 forecast was held at 3.5%.\n“I am confident that we are on a path to a very strong labor market,” Powell told reporters. “We learned during the course of the last very long expansion, the longest in our history, that labor supply during a long expansion can exceed expectations.”\nGDP Forecasts\nThe U.S. economic recovery is gathering strength as business restrictions lift and social activity increases across the country. Robust demand from consumers and businesses alike has outstripped capacity, leading to bottlenecks in the supply chain, longer lead times and higher prices.\nFed officials have said such “fits and starts” are to be expected given the unprecedented nature of the pandemic and expressed optimism about the outlook for the second half of the year as more Americans get vaccinated.\nThe FOMC raised its projections for economic growth. Gross domestic product was seen expanding 7% this year, up from a prior projection of 6.5%. It maintained the 2022 expansion forecast at 3.3% and raised the 2023 estimate to 2.4% from March’s 2.2%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186909944,"gmtCreate":1623467581888,"gmtModify":1704204459598,"author":{"id":"3580462225146110","authorId":"3580462225146110","name":"HearMeRoar","avatar":"https://static.tigerbbs.com/638362e9a418e7ce5383efbd382a5747","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580462225146110","authorIdStr":"3580462225146110"},"themes":[],"htmlText":"All in for small market!","listText":"All in for small market!","text":"All in for small market!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186909944","repostId":"1117150461","repostType":4,"repost":{"id":"1117150461","pubTimestamp":1623461758,"share":"https://ttm.financial/m/news/1117150461?lang=&edition=fundamental","pubTime":"2021-06-12 09:35","market":"us","language":"en","title":"Cramer’s week ahead: Don’t underestimate the market’s small gains","url":"https://stock-news.laohu8.com/highlight/detail?id=1117150461","media":"cnbc","summary":"KEY POINTS\n\nCNBC’s Jim Cramer said not to underestimate the small gains stocks have put up in recent","content":"<div>\n<p>KEY POINTS\n\nCNBC’s Jim Cramer said not to underestimate the small gains stocks have put up in recent days.\n“Some would say it’s the calm before the storm ... I learned a long time ago that you never ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/11/cramers-week-ahead-dont-underestimate-the-markets-small-gains.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cramer’s week ahead: Don’t underestimate the market’s small gains</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\">\nCramer’s week ahead: Don’t underestimate the market’s small gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-12 09:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/11/cramers-week-ahead-dont-underestimate-the-markets-small-gains.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nCNBC’s Jim Cramer said not to underestimate the small gains stocks have put up in recent days.\n“Some would say it’s the calm before the storm ... I learned a long time ago that you never ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/11/cramers-week-ahead-dont-underestimate-the-markets-small-gains.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/06/11/cramers-week-ahead-dont-underestimate-the-markets-small-gains.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1117150461","content_text":"KEY POINTS\n\nCNBC’s Jim Cramer said not to underestimate the small gains stocks have put up in recent days.\n“Some would say it’s the calm before the storm ... I learned a long time ago that you never short a dull market,” the “Mad Money” host said.\n“I want you to find relatively inexpensive stocks of good companies and then you can buy them on the cheap because of this genuine Wall Street gibberish that drives down some stocks unfairly,” he said.\n\nAfter stocks muscled their way slightly higher on Friday, CNBC’s Jim Cramer advised investors not to underestimate a market that’s putting up small gains.\nTheS&P 500crawled 0.19% higher to 4,247.44, a record close.\n“Some would say it’s the calm before the storm ... I learned a long time ago that you never short a dull market,” the “Mad Money” host said. “It’s good news that we’re being lulled to record highs and the market keeps shrugging off negatives, including yesterday’s scorching hot inflation numbers.”\nElsewhere, theDow Jones Industrial Indexinched up 0.04% to 34,479.60. TheNasdaq Compositeincreased 0.35% to settle at 14,069.42.\nIn the week ahead, Wall Street will turn its attentions to producer price index data on Tuesday and a readout from the Federal Reserve’s meeting on Wednesday. The producer price index, which measures how much companies pay producers for goods, could also be hot, Cramer said.\nEither way, investors may be able to find opportunities in the market, he said.\n“I want you to find relatively inexpensive stocks of good companies, and then you can buy them on the cheap because of this genuine Wall Street gibberish that drives down some stocks unfairly,” he said. “Whether they’re value or growth names makes no difference to me or to Cramerica.”\nCramer gave viewers a preview of the upcoming corporate earnings reports he has circled on his calendar. Projections for revenue and earnings per share are based on FactSet estimates:\nTuesday: Oracle\nOracle\n\nQ4 2021 earnings release: after market; conference call: 5 p.m.\nProjected EPS: $1.31\nProjected revenue: $11.02 billion\n\n“This boring, old-school enterprise software company has seen its stock surge 28% year-to-date, thanks to a remarkable acceleration in its core businesses,” Cramer said. “I bet it reports a fine quarter.”\nWednesday: Lennar\nLennar\n\nQ2 2021 earnings release: after market; conference call: Thursday, 10:30 a.m.\nProjected EPS: $2.37\nProjected revenue: $6.10 billion\n\n“Stuart Miller, the former CEO and current executive chairman, likes to give you the state of the state on housing on that conference call,” he said. “We know there’s been an immense amount of inflation in the raw materials that go into a house, although lumber’s come down. But the final cost barely creeps up and that’s thanks to the ingenuity of these excellent builders.”\nThursday: Kroger, Jabil, Adobe\nKroger\n\nQ1 2021 earnings release: before market; conference call: 10 a.m.\nProjected EPS: 98 cents\nProjected revenue: $39.56 billion\n\n“Kroger’s stock has become a standout performer, and that’s because it’s a major beneficiary from inflation,” Cramer said. “I actually do expect a terrific number from Kroger, not many people are thinking that.”\nJabil\n\nQ3 2021 earnings release: before market; conference call: 8:30 a.m.\nProjected EPS: $1.04\nProjected revenue: $6.95 billion\n\n“Jabil does a lot of business with Apple, and Wall Street loves playing silly guessing games by trying to extrapolate from Jabil’s results to Apple’s,” he said. “I wish they’d just focus on Jabil itself, which has been an amazing stock, up 36% for the year. Another unsung stock of an unsung company in an unsung bull market.”\nAdobe\n\nQ2 2021 earnings release: after market; conference call: 5 p.m.\nProjected EPS: $2.81\nProjected revenue: $3.73 billion\n\n“Lately [this] stock’s been meandering and that has usually been the best time to buy it,” the host said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9005418590,"gmtCreate":1642380628974,"gmtModify":1676533705821,"author":{"id":"3580462225146110","authorId":"3580462225146110","name":"HearMeRoar","avatar":"https://static.tigerbbs.com/638362e9a418e7ce5383efbd382a5747","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580462225146110","authorIdStr":"3580462225146110"},"themes":[],"htmlText":"I am with Palantir and hope to have more drops within these 6-7 months, so I can buy more with my bonus. Hahha. Then from Aug onwards, show the world the power of their revenue and then to the moon all way to the end of 2022","listText":"I am with Palantir and hope to have more drops within these 6-7 months, so I can buy more with my bonus. Hahha. Then from Aug onwards, show the world the power of their revenue and then to the moon all way to the end of 2022","text":"I am with Palantir and hope to have more drops within these 6-7 months, so I can buy more with my bonus. Hahha. Then from Aug onwards, show the world the power of their revenue and then to the moon all way to the end of 2022","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":20,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005418590","repostId":"1169852230","repostType":4,"repost":{"id":"1169852230","pubTimestamp":1642295348,"share":"https://ttm.financial/m/news/1169852230?lang=&edition=fundamental","pubTime":"2022-01-16 09:09","market":"us","language":"en","title":"Palantir: The Myth Of Overvaluation","url":"https://stock-news.laohu8.com/highlight/detail?id=1169852230","media":"Seeking Alpha","summary":"SummaryPalantir went through a large drop in pricing in Q4’21 and in the early days of 2022.Shares o","content":"<html><head></head><body><p>Summary</p><ul><li>Palantir went through a large drop in pricing in Q4’21 and in the early days of 2022.</li><li>Shares of Palantir are not overvalued, they trade at 16X FY 2025 projected free cash flow.</li><li>Commercial revenue acceleration, new product launches, expansion of the free cash flow margin and potential SPAC deal pay-offs support Palantir’s valuation.</li></ul><p>The new year is just fourteen days old and shares of Palantir (PLTR) already fell 12%, continuing a sell-off that started back in November 2021. I don&#39;t see any good reason or justification for the sell-off as Palantir will continue to grow its top line rapidly and new service offerings are set to fuel the firm&#39;s commercial growth. That Palantir is overvalued, is a myth!</p><p><b>Commercial revenue growth could accelerate as new products launch</b></p><p>There are few industries that have as fantastic growth prospects as the big data and analytics industry. Companies are accumulating more and more data from customers and their operations, requiring software solutions and artificial intelligence support to monetize this data most efficiently.</p><p>What am I most excited about, as a Palantir investor, is Palantir&#39;s opening of a new growth frontier in the big data world. Palantir will start to roll out its &#34;Foundry for Crypto&#34; in FY 2022 which offers banks, FinTechs and other companies involved in the crypto economy a way to validate customer information and to implement anti-money laundering tools. Since the crypto universe is still highly unregulated, Palantir&#39;s Foundry for Crypto could make a big difference in legitimizing this industry.</p><p>Blockchain technology and cryptocurrencies are here to stay and Palantir has a huge opportunity at its hands to develop a multi-million-dollar revenue business within a very short period of time. Key customers for Palantir&#39;s Foundry for Crypto are likely going to be financial institutions and crypto trading marketplaces like Coinbase (COIN) which have massive customer bases. Adoption of Palantir&#39;s Foundry for Crypto platform by leading market institutions could materially accelerate Palantir&#39;s commercial revenue growth.</p><p>Because of the opening of a new business segment, I see strong prospects for revenue acceleration for Palantir in the foreseeable future. Palantir&#39;s commercial revenue growth accelerated throughout FY 2021 due to strong customer acquisition and growing adoption of the firm&#39;s products and services. Palantir&#39;s commercial revenue growth accelerated from 19% in Q1&#39;21 to 28% in Q2&#39;21, and then to 37% in Q3&#39;21. Palantir&#39;s revenue acceleration in the commercial business was the reason why Palantir raised its free cash flow and revenue guidance for FY 2021. Because the commercial segment is growing increasingly fast, Palantir already raised its free cash flow outlook twice in FY 2021. The firm now expects free cash flow of $400M+ for FY 2021, after raising the guidance by 33% in Q3&#39;21.</p><p><b>Palantir is not overvalued based on expected free cash flow ramp</b></p><p>Palantir&#39;s business reached a critical point in FY 2021 and the proof is in the company&#39;s growing free cash flow margins. As the firm scales its services and leads more customers through its onboarding process, Palantir should see a significant improvement of its free cash flow margin going forward. Palantir&#39;s Q3&#39;21 free cash flow was $119M which calculates to a free cash flow margin of 30%. I believe Palantir could grow its free cash flow margin to 40% by 2025, meaning the firm is set to become a seriously profitable business within the next four years.<img src=\"https://static.tigerbbs.com/5e54fb7120d0b51650400b5081ae56a9\" tg-width=\"1280\" tg-height=\"413\" width=\"100%\" height=\"auto\"/>I also expect Palantir to grow revenues faster than the 30% that have been mentioned as a long-term growth target. The reason for this is that Palantir is signing on more customers and those customers spend more money on the firm&#39;s products and services over time, meaning monetization is improving. Assuming that Palantir can grow revenues at an annual 35% rate over the next four years, Palantir is looking at $5.0B in revenues and $2.0B in free cash flow by FY 2025. The calculation below is built on the assumption that Palantir&#39;s free cash flow margin will grow from 30% in FY 2021 to 40% by FY 2025. Over the next four years, Palantir should be able to increase its annual free cash flow by at least a factor of 4 X.<img src=\"https://static.tigerbbs.com/48214b624573bdb844c741431b6fac4e\" tg-width=\"599\" tg-height=\"163\" width=\"100%\" height=\"auto\"/>And investors should not forget about this potentially massive income stream…</p><p><b>The &#34;forgotten&#34; SPAC business</b></p><p>Palantir has come up with a clever revenue growth strategy that combines upside in SPAC investments with long-term software servicing contracts. Palantir is committing investing capital to startups that look to finance growth and, in return, the company gets equity and a signed contract for the provision of its software platforms. I rarely see this business discussed, but it presents considerable valuation upside for Palantir. In Q3&#39;21, the firm&#39;s total investments in startups summarized to $226.5M. Palantir only needs one big exit from one of these SPAC investments listed below to generate a massive windfall.<img src=\"https://static.tigerbbs.com/c452699a2b9ef7ab9b9b5f16074fd788\" tg-width=\"935\" tg-height=\"315\" width=\"100%\" height=\"auto\"/><b>Risks with Palantir</b></p><p>The biggest risk for shares of Palantir, as I see it, is continual selling pressure that is the result of a profound misunderstanding related to how the firm&#39;s business model works in practice. Palantir&#39;s business is evolving and progress is measurable and undeniable. The proof is in Palantir&#39;s improving free cash flow margin and accelerating (commercial) revenue growth. Revenues can only accelerate if more companies adopt Palantir&#39;s services. Customers are also growing their platform spend, meaning each customer that signs with Palantir is going to have a higher value for the firm in the future, unless they cancel their relationship of course. Since the business had a net customer add of 34 in Q3&#39;21, there is no evidence that customers are unhappy with the services they receive. Palantir&#39;s total customer base increased at a massive 20% rate quarter over quarter in Q3&#39;21, proving significant momentum in customer sign-ups.</p><p>I am willing to change my opinion on Palantir if the firm&#39;s actual revenue growth rates and free cash flow margins drop below my estimates.</p><p><b>Final thoughts</b></p><p>Based off of free cash flow estimates, which do not include pay-offs from SPAC divestments, shares of Palantir trade at 16 X FY 2025 projected free cash flow, assuming a 10 PP FCF margin improvement in the next four years. This margin improvement could result from the launch of new high-margin products like Foundry for Crypto, the accelerating roll-out of Foundry for Builders and higher product spend on a per-customer basis. It is a myth that Palantir is overvalued and the stock has considerable rebound potential in FY 2022!</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: The Myth Of Overvaluation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: The Myth Of Overvaluation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-16 09:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4479733-palantir-the-myth-of-overvaluation><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir went through a large drop in pricing in Q4’21 and in the early days of 2022.Shares of Palantir are not overvalued, they trade at 16X FY 2025 projected free cash flow.Commercial revenue...</p>\n\n<a href=\"https://seekingalpha.com/article/4479733-palantir-the-myth-of-overvaluation\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4479733-palantir-the-myth-of-overvaluation","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1169852230","content_text":"SummaryPalantir went through a large drop in pricing in Q4’21 and in the early days of 2022.Shares of Palantir are not overvalued, they trade at 16X FY 2025 projected free cash flow.Commercial revenue acceleration, new product launches, expansion of the free cash flow margin and potential SPAC deal pay-offs support Palantir’s valuation.The new year is just fourteen days old and shares of Palantir (PLTR) already fell 12%, continuing a sell-off that started back in November 2021. I don't see any good reason or justification for the sell-off as Palantir will continue to grow its top line rapidly and new service offerings are set to fuel the firm's commercial growth. That Palantir is overvalued, is a myth!Commercial revenue growth could accelerate as new products launchThere are few industries that have as fantastic growth prospects as the big data and analytics industry. Companies are accumulating more and more data from customers and their operations, requiring software solutions and artificial intelligence support to monetize this data most efficiently.What am I most excited about, as a Palantir investor, is Palantir's opening of a new growth frontier in the big data world. Palantir will start to roll out its \"Foundry for Crypto\" in FY 2022 which offers banks, FinTechs and other companies involved in the crypto economy a way to validate customer information and to implement anti-money laundering tools. Since the crypto universe is still highly unregulated, Palantir's Foundry for Crypto could make a big difference in legitimizing this industry.Blockchain technology and cryptocurrencies are here to stay and Palantir has a huge opportunity at its hands to develop a multi-million-dollar revenue business within a very short period of time. Key customers for Palantir's Foundry for Crypto are likely going to be financial institutions and crypto trading marketplaces like Coinbase (COIN) which have massive customer bases. Adoption of Palantir's Foundry for Crypto platform by leading market institutions could materially accelerate Palantir's commercial revenue growth.Because of the opening of a new business segment, I see strong prospects for revenue acceleration for Palantir in the foreseeable future. Palantir's commercial revenue growth accelerated throughout FY 2021 due to strong customer acquisition and growing adoption of the firm's products and services. Palantir's commercial revenue growth accelerated from 19% in Q1'21 to 28% in Q2'21, and then to 37% in Q3'21. Palantir's revenue acceleration in the commercial business was the reason why Palantir raised its free cash flow and revenue guidance for FY 2021. Because the commercial segment is growing increasingly fast, Palantir already raised its free cash flow outlook twice in FY 2021. The firm now expects free cash flow of $400M+ for FY 2021, after raising the guidance by 33% in Q3'21.Palantir is not overvalued based on expected free cash flow rampPalantir's business reached a critical point in FY 2021 and the proof is in the company's growing free cash flow margins. As the firm scales its services and leads more customers through its onboarding process, Palantir should see a significant improvement of its free cash flow margin going forward. Palantir's Q3'21 free cash flow was $119M which calculates to a free cash flow margin of 30%. I believe Palantir could grow its free cash flow margin to 40% by 2025, meaning the firm is set to become a seriously profitable business within the next four years.I also expect Palantir to grow revenues faster than the 30% that have been mentioned as a long-term growth target. The reason for this is that Palantir is signing on more customers and those customers spend more money on the firm's products and services over time, meaning monetization is improving. Assuming that Palantir can grow revenues at an annual 35% rate over the next four years, Palantir is looking at $5.0B in revenues and $2.0B in free cash flow by FY 2025. The calculation below is built on the assumption that Palantir's free cash flow margin will grow from 30% in FY 2021 to 40% by FY 2025. Over the next four years, Palantir should be able to increase its annual free cash flow by at least a factor of 4 X.And investors should not forget about this potentially massive income stream…The \"forgotten\" SPAC businessPalantir has come up with a clever revenue growth strategy that combines upside in SPAC investments with long-term software servicing contracts. Palantir is committing investing capital to startups that look to finance growth and, in return, the company gets equity and a signed contract for the provision of its software platforms. I rarely see this business discussed, but it presents considerable valuation upside for Palantir. In Q3'21, the firm's total investments in startups summarized to $226.5M. Palantir only needs one big exit from one of these SPAC investments listed below to generate a massive windfall.Risks with PalantirThe biggest risk for shares of Palantir, as I see it, is continual selling pressure that is the result of a profound misunderstanding related to how the firm's business model works in practice. Palantir's business is evolving and progress is measurable and undeniable. The proof is in Palantir's improving free cash flow margin and accelerating (commercial) revenue growth. Revenues can only accelerate if more companies adopt Palantir's services. Customers are also growing their platform spend, meaning each customer that signs with Palantir is going to have a higher value for the firm in the future, unless they cancel their relationship of course. Since the business had a net customer add of 34 in Q3'21, there is no evidence that customers are unhappy with the services they receive. Palantir's total customer base increased at a massive 20% rate quarter over quarter in Q3'21, proving significant momentum in customer sign-ups.I am willing to change my opinion on Palantir if the firm's actual revenue growth rates and free cash flow margins drop below my estimates.Final thoughtsBased off of free cash flow estimates, which do not include pay-offs from SPAC divestments, shares of Palantir trade at 16 X FY 2025 projected free cash flow, assuming a 10 PP FCF margin improvement in the next four years. This margin improvement could result from the launch of new high-margin products like Foundry for Crypto, the accelerating roll-out of Foundry for Builders and higher product spend on a per-customer basis. It is a myth that Palantir is overvalued and the stock has considerable rebound potential in FY 2022!","news_type":1},"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000657","authorId":"9000000000000657","name":"CatherineGunter","avatar":"https://static.tigerbbs.com/3776235f8fbc22077e8df03b2522caf3","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000657","authorIdStr":"9000000000000657"},"content":"If PLTR fair value is $5 why are so many different funds buying at these prices? Peter Thiel owns the majority stake in PLTR. Hold Strong! 💪","text":"If PLTR fair value is $5 why are so many different funds buying at these prices? Peter Thiel owns the majority stake in PLTR. Hold Strong! 💪","html":"If PLTR fair value is $5 why are so many different funds buying at these prices? Peter Thiel owns the majority stake in PLTR. Hold Strong! 💪"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007873641,"gmtCreate":1642846611261,"gmtModify":1676533752528,"author":{"id":"3580462225146110","authorId":"3580462225146110","name":"HearMeRoar","avatar":"https://static.tigerbbs.com/638362e9a418e7ce5383efbd382a5747","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580462225146110","authorIdStr":"3580462225146110"},"themes":[],"htmlText":"Wouldn't opposing views be buying these now at a discount if u believe in the companies ?&nbsp;","listText":"Wouldn't opposing views be buying these now at a discount if u believe in the companies ?&nbsp;","text":"Wouldn't opposing views be buying these now at a discount if u believe in the companies ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007873641","repostId":"2205441860","repostType":2,"repost":{"id":"2205441860","pubTimestamp":1642808308,"share":"https://ttm.financial/m/news/2205441860?lang=&edition=fundamental","pubTime":"2022-01-22 07:38","market":"us","language":"en","title":"Why I Sold These 3 High-Growth Tech Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2205441860","media":"Motley Fool","summary":"I recently sold my shares of Snap, Palantir, and Bumble. Let's explore the reasons I pulled the trigger on the sales.","content":"<html><head></head><body><p>Rising inflation and higher interest rates have crushed many high-growth tech stocks over the past few months. The reasons are simple: Inflation reduces the value of a company&#39;s future revenue and earnings, while higher interest rates boost borrowing costs for unprofitable companies.</p><p>Like many investors, I reduced my exposure to that shift by selling some of my higher-growth tech stocks and rotating toward more conservative investments. Specifically, I took profits from my investments in <b>Snap</b> (NYSE:SNAP) and <b>Palantir</b> (NYSE:PLTR), but I took a net loss on <b>Bumble</b> (NASDAQ:BMBL).</p><p>Investors should do their own due diligence instead of following my example, but let me explain my logic for selling these three high-growth tech stocks.</p><p><img src=\"https://static.tigerbbs.com/869992e71713ee11433514b27cb91bce\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>1. Snap</h2><p>Snap was once my favorite social media stock. It generated robust growth in daily active users and revenue, it remained a top app for teen users, and its profitability was gradually improving.</p><p>But over the past year, several red flags appeared. It vastly underestimated the impact of<b> Apple</b>&#39;s privacy update on iOS, set unrealistic growth targets at its investor day last February, and failed to outshine <b>ByteDance</b>&#39;s TikTok with Spotlight&#39;s short videos.</p><p>Snap&#39;s third-quarter numbers and fourth-quarter guidance last October strongly suggested it couldn&#39;t achieve its investor day target for 50% annual revenue growth over the next few years. But Snap didn&#39;t withdraw that guidance -- even after directly being questioned about it during its conference call -- and said it could retool its ads to overcome Apple&#39;s iOS changes.</p><p>Over the past three months, Snap&#39;s insiders still sold 22 times as many shares as they bought -- even as the stock price dropped more than 50%. That lack of confidence indicates its iOS headaches won&#39;t end anytime soon.</p><p>Snap might seem reasonably valued now at 10 times next year&#39;s sales, especially if it meets analysts&#39; estimates for 60% revenue growth in 2021 and 38% growth in 2022. Unfortunately, I think Snap could continue to struggle over the next few quarters and ultimately withdraw its 50% revenue growth guidance. When that happens, the stock will likely plummet to new lows.</p><h2>2. Palantir</h2><p>Palantir, the data analytics firm which serves the U.S. government and large enterprise customers, also has ambitious growth plans. It believes it can generate at least 30% annual revenue growth from 2021 to 2025.</p><p>At first glance, Palantir seems like a solid investment. The U.S. Army reportedly used its Gotham platform to hunt down Osama Bin Laden in 2011. That battle-hardened reputation enables it to promote its enterprise-facing Foundry platform to large companies. Its ability to gather data from disparate sources can help government agencies and companies make better data-driven decisions to streamline their operations.</p><p>But Palantir also has some glaring problems. It&#39;s deeply unprofitable but still trades at 15 times next year&#39;s sales, which leaves it highly exposed to rising inflation and higher interest rates. It&#39;s also constantly diluting its shares with big stock bonuses -- in the first nine months of 2021, its number of weighted-average shares jumped 165% year over year.</p><p>The growth of Gotham is also decelerating as the U.S. government quietly develops in-house alternatives. Enterprise customers could also gravitate toward other analytics services, such as <b>Alteryx</b> or <b>Splunk, </b>instead of its Foundry platform.</p><p>Instead of sticking with this speculative and unprofitable company, it might be smarter for investors to rotate back toward firmly profitable blue-chip tech stocks which will benefit from the same data-mining tailwinds.</p><h2>3. Bumble</h2><p>After defending Bumble for nearly a year, I finally realized that the online dating company&#39;s weaknesses outweighed its strengths. The growth of Bumble&#39;s namesake app, which lets women make the first move, is decelerating. Its secondary app, Badoo, continues to lose paid users.</p><p>Last quarter, Bumble&#39;s total number of paid users across both apps grew 20% year over year to 1.53 million, but that marked a deceleration from its 36% growth in the previous quarter. Meanwhile, <b>Match Group</b>&#39;s (NASDAQ:MTCH) total number of paying users, 64% of whom use Tinder, increased 16% year over year to 16.3 million in its latest quarter. The company actually accelerated from its 15% growth in the previous quarter.</p><p>Bumble also remains unprofitable, and it&#39;s shouldering <i>more than twice</i> as much debt as its total cash and equivalents. At the same time, it&#39;s pursuing scattershot strategies -- including opening a restaurant in New York City, selling branded apparel and products through an online store, and rebooting its BFF feature (for platonic friendships) as a vaguely defined metaverse platform.</p><p>Those plans probably won&#39;t widen Bumble&#39;s moat against Match&#39;s portfolio of over a dozen dating apps. After listening to its latest conference call, it became painfully clear that Bumble overestimated its own brand appeal while underestimating the competition.</p><p>Bumble expects its revenue to grow 31% to 32% this fiscal year, but that&#39;s only a bit faster than Match&#39;s projected revenue growth rate of 25%. Bumble&#39;s stock might seem reasonably valued at six times next year&#39;s sales, but it probably won&#39;t command a higher premium until it stabilizes its user growth and significantly narrows its net losses. Until that happens, Match will probably be the better overall investment.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why I Sold These 3 High-Growth Tech Stocks</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 I Sold These 3 High-Growth Tech Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-22 07:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/21/why-i-sold-these-3-high-growth-tech-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Rising inflation and higher interest rates have crushed many high-growth tech stocks over the past few months. The reasons are simple: Inflation reduces the value of a company's future revenue and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/21/why-i-sold-these-3-high-growth-tech-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4023":"应用软件","BK4515":"5G概念","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","MTCH":"Match Group, Inc.","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","AAPL":"苹果","BK4508":"社交媒体","BK4543":"AI","BK4559":"巴菲特持仓","PLTR":"Palantir Technologies Inc.","BK4501":"段永平概念","BK4077":"互动媒体与服务","BK4527":"明星科技股","BK4550":"红杉资本持仓","SNAP":"Snap Inc","BK4551":"寇图资本持仓","BK4547":"WSB热门概念","BK4505":"高瓴资本持仓","BK4549":"软银资本持仓","BMBL":"Bumble Inc.","BK4170":"电脑硬件、储存设备及电脑周边"},"source_url":"https://www.fool.com/investing/2022/01/21/why-i-sold-these-3-high-growth-tech-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205441860","content_text":"Rising inflation and higher interest rates have crushed many high-growth tech stocks over the past few months. The reasons are simple: Inflation reduces the value of a company's future revenue and earnings, while higher interest rates boost borrowing costs for unprofitable companies.Like many investors, I reduced my exposure to that shift by selling some of my higher-growth tech stocks and rotating toward more conservative investments. Specifically, I took profits from my investments in Snap (NYSE:SNAP) and Palantir (NYSE:PLTR), but I took a net loss on Bumble (NASDAQ:BMBL).Investors should do their own due diligence instead of following my example, but let me explain my logic for selling these three high-growth tech stocks.Image source: Getty Images.1. SnapSnap was once my favorite social media stock. It generated robust growth in daily active users and revenue, it remained a top app for teen users, and its profitability was gradually improving.But over the past year, several red flags appeared. It vastly underestimated the impact of Apple's privacy update on iOS, set unrealistic growth targets at its investor day last February, and failed to outshine ByteDance's TikTok with Spotlight's short videos.Snap's third-quarter numbers and fourth-quarter guidance last October strongly suggested it couldn't achieve its investor day target for 50% annual revenue growth over the next few years. But Snap didn't withdraw that guidance -- even after directly being questioned about it during its conference call -- and said it could retool its ads to overcome Apple's iOS changes.Over the past three months, Snap's insiders still sold 22 times as many shares as they bought -- even as the stock price dropped more than 50%. That lack of confidence indicates its iOS headaches won't end anytime soon.Snap might seem reasonably valued now at 10 times next year's sales, especially if it meets analysts' estimates for 60% revenue growth in 2021 and 38% growth in 2022. Unfortunately, I think Snap could continue to struggle over the next few quarters and ultimately withdraw its 50% revenue growth guidance. When that happens, the stock will likely plummet to new lows.2. PalantirPalantir, the data analytics firm which serves the U.S. government and large enterprise customers, also has ambitious growth plans. It believes it can generate at least 30% annual revenue growth from 2021 to 2025.At first glance, Palantir seems like a solid investment. The U.S. Army reportedly used its Gotham platform to hunt down Osama Bin Laden in 2011. That battle-hardened reputation enables it to promote its enterprise-facing Foundry platform to large companies. Its ability to gather data from disparate sources can help government agencies and companies make better data-driven decisions to streamline their operations.But Palantir also has some glaring problems. It's deeply unprofitable but still trades at 15 times next year's sales, which leaves it highly exposed to rising inflation and higher interest rates. It's also constantly diluting its shares with big stock bonuses -- in the first nine months of 2021, its number of weighted-average shares jumped 165% year over year.The growth of Gotham is also decelerating as the U.S. government quietly develops in-house alternatives. Enterprise customers could also gravitate toward other analytics services, such as Alteryx or Splunk, instead of its Foundry platform.Instead of sticking with this speculative and unprofitable company, it might be smarter for investors to rotate back toward firmly profitable blue-chip tech stocks which will benefit from the same data-mining tailwinds.3. BumbleAfter defending Bumble for nearly a year, I finally realized that the online dating company's weaknesses outweighed its strengths. The growth of Bumble's namesake app, which lets women make the first move, is decelerating. Its secondary app, Badoo, continues to lose paid users.Last quarter, Bumble's total number of paid users across both apps grew 20% year over year to 1.53 million, but that marked a deceleration from its 36% growth in the previous quarter. Meanwhile, Match Group's (NASDAQ:MTCH) total number of paying users, 64% of whom use Tinder, increased 16% year over year to 16.3 million in its latest quarter. The company actually accelerated from its 15% growth in the previous quarter.Bumble also remains unprofitable, and it's shouldering more than twice as much debt as its total cash and equivalents. At the same time, it's pursuing scattershot strategies -- including opening a restaurant in New York City, selling branded apparel and products through an online store, and rebooting its BFF feature (for platonic friendships) as a vaguely defined metaverse platform.Those plans probably won't widen Bumble's moat against Match's portfolio of over a dozen dating apps. After listening to its latest conference call, it became painfully clear that Bumble overestimated its own brand appeal while underestimating the competition.Bumble expects its revenue to grow 31% to 32% this fiscal year, but that's only a bit faster than Match's projected revenue growth rate of 25%. Bumble's stock might seem reasonably valued at six times next year's sales, but it probably won't command a higher premium until it stabilizes its user growth and significantly narrows its net losses. Until that happens, Match will probably be the better overall investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098176862,"gmtCreate":1644065896484,"gmtModify":1676533887333,"author":{"id":"3580462225146110","authorId":"3580462225146110","name":"HearMeRoar","avatar":"https://static.tigerbbs.com/638362e9a418e7ce5383efbd382a5747","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580462225146110","authorIdStr":"3580462225146110"},"themes":[],"htmlText":"To the moon!","listText":"To the moon!","text":"To the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098176862","repostId":"1105297016","repostType":4,"repost":{"id":"1105297016","pubTimestamp":1644048053,"share":"https://ttm.financial/m/news/1105297016?lang=&edition=fundamental","pubTime":"2022-02-05 16:00","market":"us","language":"en","title":"Here Are the Tech Stocks to Buy After a Crazy Week of Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1105297016","media":"Barrons","summary":"Tech investors just survived what could be the most tumultuous stretch of earnings we’ve ever seen.T","content":"<html><head></head><body><p>Tech investors just survived what could be the most tumultuous stretch of earnings we’ve ever seen.</p><p>The tech megacaps— Alphabet (ticker: GOOGL), Amazon.com (AMZN), Apple (AAPL), Meta Platforms (FB), and Microsoft (MSFT)—are some of the most widely scrutinized institutions on Earth. Investors, analysts, journalists, and legislators poke, prod, test, and study the companies down to a microscopic level. And yet this quarter, each one of them managed to surprise. Facebook parent Meta Platforms tanked the entire market on Thursday after its weak report, only to see stocks rescued a day later by Amazon’s impressive growth.</p><p>Now that we’ve had a few minutes to breathe, here are some thoughts on tech’s crazy week:</p><p><b>Amazon’s strategy of diversification is paying off:</b> This was the quarter that Amazon clearly demonstrated that it’s far more than an e-tailer. Its Amazon Web Services cloud business is on fire—it’s arguably a more valuable (and far less cyclical) business than the company’s legacy e-commerce arm. It is no accident that founder Jeff Bezos chose Andy Jassy—who built and ran AWS—to be his successor as CEO.</p><p>But there’s more to the quarter. Amazon’s advertising business generated $10 billion in sales in the latest period, having doubled in a bit more than a year. It now generates more ad dollars than Google’s YouTube. People come to the Amazon store with intent—no matter what you search for, you will see an assortment of sponsored listings, i.e., advertising. I did a search for “staple gun,” just to prove the point, and the results included more than a dozen sponsored listings.</p><p>Amazon’s third-party services business, meanwhile, now has an annual run rate of more than $120 billion. The business has become an indispensable channel for vendors of every variety, thanks to its warehousing and delivery services.</p><p>Amazon has built one of the most effective logistics networks on Earth—some analyst estimates have Amazon delivering more packages this year than $200 billion market-value United Parcel Service (UPS). Even after Friday’s 14% rally, Amazon shares are still down year to date, following just a minimal gain in 2021. The stock looks like a bargain.</p><p><b>You can’t overstate the importance of cloud computing:</b> One of the most important themes from the last two weeks is that the cloud businesses at Amazon, Microsoft, and Alphabet just continue to get better. All three turned in better-than-expected results. Microsoft reported 46% growth for its Azure business in the December quarter—and projected even faster growth in the March quarter. Google Cloud revenue grew 45% for the second straight quarter. And AWS helped offset softness in Amazon’s core e-commerce business, with revenue growth improving to 40% from 39%, accelerating for the fourth-straight quarter. The cloud arms of these three giants are the best enterprise computing businesses in the market.</p><p><b>Raising the stakes:</b> Amazon last week raised the monthly rate on Amazon Prime by 15% for monthly payers to $15.99; annual subscription will see a 17% increase to $139. The company last increased the Prime subscription rate in 2018, and costs for labor and delivery are rising, so a price bump seems rational.</p><p>The move comes just weeks after Netflix (NFLX) instituted a price increase for its subscribers in the U.S. and Canada. It will be interesting to see the consumer reaction, but my suspicion is that elasticity is high—the services are valuable, and there aren’t easy substitutions.</p><p>The price hikes indicate just how confident Amazon and Netflix are about their subscriptions. Here’s a little perspective: the New York Times (NYT), which in recent weeks announced deals to acquire the sports news site the Athletic and the popular word game Wordle, has set a goal of 15 million total subscribers by 2027. Both Amazon and Netflix have more than 200 million subscribers apiece.</p><p><b>Spend wisely:</b> Alphabet last week declared a 20-for-1 stock split, which will bring the share price down to around the $150 range. But what they aren’t doing is paying actual dividends. They should. The company has $140 billion in cash and equivalents; it generated $18.6 billion in free cash flow in the latest quarter.</p><p>Meta just highlighted the risks of choosing buybacks over dividends. The Facebook parent bought back $33 billion of stock over just the last two quarters. Given the Meta selloff last week, that cash was basically set on fire. Had the company instead declared a special dividend, it could have paid holders close to $14 a share.</p><p><b>The shakeout isn’t over:</b> The underlying issues that have plagued tech stocks for months are still in place. Interest rates are going to head higher still. Chips remain in short supply. Inflation is uncomfortably high. The market’s appetite for speculative names is low. There’s a reason the best performing tech stocks so far this year are cheap—old school names like VMware (VMW), Hewlett Packard Enterprise (HPE), Dell Technologies (DELL), and IBM (IBM).</p><p>In the past two weeks we’ve learned that more than ever the market likes consistency. That’s what made Meta’s earnings and outlook this past week so troubling: Facebook is no longer the reliable performer investors have come to expect. But the rest of Big Tech still fits the bill. Apple and Microsoft consistently beat expectations with products customers want. And you can say the same for Google and Amazon. Once again, Big Tech was the earnings season winner.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Are the Tech Stocks to Buy After a Crazy Week of Earnings </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere Are the Tech Stocks to Buy After a Crazy Week of Earnings \n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tech-stocks-to-buy-after-a-crazy-week-of-earnings-51644019511?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech investors just survived what could be the most tumultuous stretch of earnings we’ve ever seen.The tech megacaps— Alphabet (ticker: GOOGL), Amazon.com (AMZN), Apple (AAPL), Meta Platforms (FB), ...</p>\n\n<a href=\"https://www.barrons.com/articles/tech-stocks-to-buy-after-a-crazy-week-of-earnings-51644019511?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","GOOGL":"谷歌A","NFLX":"奈飞","AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/tech-stocks-to-buy-after-a-crazy-week-of-earnings-51644019511?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105297016","content_text":"Tech investors just survived what could be the most tumultuous stretch of earnings we’ve ever seen.The tech megacaps— Alphabet (ticker: GOOGL), Amazon.com (AMZN), Apple (AAPL), Meta Platforms (FB), and Microsoft (MSFT)—are some of the most widely scrutinized institutions on Earth. Investors, analysts, journalists, and legislators poke, prod, test, and study the companies down to a microscopic level. And yet this quarter, each one of them managed to surprise. Facebook parent Meta Platforms tanked the entire market on Thursday after its weak report, only to see stocks rescued a day later by Amazon’s impressive growth.Now that we’ve had a few minutes to breathe, here are some thoughts on tech’s crazy week:Amazon’s strategy of diversification is paying off: This was the quarter that Amazon clearly demonstrated that it’s far more than an e-tailer. Its Amazon Web Services cloud business is on fire—it’s arguably a more valuable (and far less cyclical) business than the company’s legacy e-commerce arm. It is no accident that founder Jeff Bezos chose Andy Jassy—who built and ran AWS—to be his successor as CEO.But there’s more to the quarter. Amazon’s advertising business generated $10 billion in sales in the latest period, having doubled in a bit more than a year. It now generates more ad dollars than Google’s YouTube. People come to the Amazon store with intent—no matter what you search for, you will see an assortment of sponsored listings, i.e., advertising. I did a search for “staple gun,” just to prove the point, and the results included more than a dozen sponsored listings.Amazon’s third-party services business, meanwhile, now has an annual run rate of more than $120 billion. The business has become an indispensable channel for vendors of every variety, thanks to its warehousing and delivery services.Amazon has built one of the most effective logistics networks on Earth—some analyst estimates have Amazon delivering more packages this year than $200 billion market-value United Parcel Service (UPS). Even after Friday’s 14% rally, Amazon shares are still down year to date, following just a minimal gain in 2021. The stock looks like a bargain.You can’t overstate the importance of cloud computing: One of the most important themes from the last two weeks is that the cloud businesses at Amazon, Microsoft, and Alphabet just continue to get better. All three turned in better-than-expected results. Microsoft reported 46% growth for its Azure business in the December quarter—and projected even faster growth in the March quarter. Google Cloud revenue grew 45% for the second straight quarter. And AWS helped offset softness in Amazon’s core e-commerce business, with revenue growth improving to 40% from 39%, accelerating for the fourth-straight quarter. The cloud arms of these three giants are the best enterprise computing businesses in the market.Raising the stakes: Amazon last week raised the monthly rate on Amazon Prime by 15% for monthly payers to $15.99; annual subscription will see a 17% increase to $139. The company last increased the Prime subscription rate in 2018, and costs for labor and delivery are rising, so a price bump seems rational.The move comes just weeks after Netflix (NFLX) instituted a price increase for its subscribers in the U.S. and Canada. It will be interesting to see the consumer reaction, but my suspicion is that elasticity is high—the services are valuable, and there aren’t easy substitutions.The price hikes indicate just how confident Amazon and Netflix are about their subscriptions. Here’s a little perspective: the New York Times (NYT), which in recent weeks announced deals to acquire the sports news site the Athletic and the popular word game Wordle, has set a goal of 15 million total subscribers by 2027. Both Amazon and Netflix have more than 200 million subscribers apiece.Spend wisely: Alphabet last week declared a 20-for-1 stock split, which will bring the share price down to around the $150 range. But what they aren’t doing is paying actual dividends. They should. The company has $140 billion in cash and equivalents; it generated $18.6 billion in free cash flow in the latest quarter.Meta just highlighted the risks of choosing buybacks over dividends. The Facebook parent bought back $33 billion of stock over just the last two quarters. Given the Meta selloff last week, that cash was basically set on fire. Had the company instead declared a special dividend, it could have paid holders close to $14 a share.The shakeout isn’t over: The underlying issues that have plagued tech stocks for months are still in place. Interest rates are going to head higher still. Chips remain in short supply. Inflation is uncomfortably high. The market’s appetite for speculative names is low. There’s a reason the best performing tech stocks so far this year are cheap—old school names like VMware (VMW), Hewlett Packard Enterprise (HPE), Dell Technologies (DELL), and IBM (IBM).In the past two weeks we’ve learned that more than ever the market likes consistency. That’s what made Meta’s earnings and outlook this past week so troubling: Facebook is no longer the reliable performer investors have come to expect. But the rest of Big Tech still fits the bill. Apple and Microsoft consistently beat expectations with products customers want. And you can say the same for Google and Amazon. Once again, Big Tech was the earnings season winner.","news_type":1},"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081036646,"gmtCreate":1650166853938,"gmtModify":1676534661618,"author":{"id":"3580462225146110","authorId":"3580462225146110","name":"HearMeRoar","avatar":"https://static.tigerbbs.com/638362e9a418e7ce5383efbd382a5747","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580462225146110","authorIdStr":"3580462225146110"},"themes":[],"htmlText":"Medical for the defensive win!","listText":"Medical for the defensive win!","text":"Medical for the defensive win!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081036646","repostId":"2227989820","repostType":2,"repost":{"id":"2227989820","pubTimestamp":1650153085,"share":"https://ttm.financial/m/news/2227989820?lang=&edition=fundamental","pubTime":"2022-04-17 07:51","market":"us","language":"en","title":"2 Top Stocks to Buy in April and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2227989820","media":"Motley Fool","summary":"It is arguably more important than ever to implement the buy-and-hold approach to investing.","content":"<html><head></head><body><p>In the three and a half months since the year started, investors have already seen quite a bit of volatility. Geopolitical tensions, economic issues, and interest rate hikes in the U.S. have contributed to the market&#39;s rather poor performance since January. Indeed, all three major U.S. market indexes are down as of this writing.</p><p>But none of these issues warrant staying away from the stock market. Despite near-term headwinds, shares of robust companies will make it through -- and continue rewarding shareholders for many years. On that note, let&#39;s look at two excellent stocks that are worth buying and holding onto forever: <b>Intuitive Surgical</b> ( ISRG -1.93% ) and <b>Johnson &amp; Johnson</b> ( JNJ -0.42% ).</p><p><img src=\"https://static.tigerbbs.com/32e152e7ddf8d1b511b26278de316acc\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>ISRG Total Return Level data by YCharts</p><h2>1. Intuitive Surgical</h2><p>Intuitive Surgical is a medical devices specialist best-known for the da Vinci system, a robotic surgical system that allows physicians to perform minimally invasive surgeries. There is a host of reasons why Intuitive Surgical has a bright future.</p><p>First, the healthcare industry is arguably on an upward path. Long-term aging trends will make the services companies in this sector provide even more invaluable in the coming decade. By 2060, roughly 25% of the U.S. population will consist of adults aged 65 and older. In 2019, this demographic made up just 16% of the U.S. population. The consumption of healthcare services tends to increase with age.</p><p>Second, Intuitive Surgical is an undisputed leader in the robotic-assisted surgery (RAS) market. The company held an almost 80% share of this space in 2020.</p><p><img src=\"https://static.tigerbbs.com/72100c02b4e7595033f5f6e858623798\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><p>Minimally invasive surgeries confer health benefits to patients, including less bleeding, shorter hospital stays, and faster recovery times. That&#39;s why the RAS market will continue to expand, and Intuitive Surgical is well-positioned to benefit despite increased competition from other medical devices giants such as <b>Medtronic</b>.</p><p>One major reason Intuitive Surgical can remain atop this market for many years to come is that it boasts a solid, competitive edge. Healthcare facilities have to spend between half a million dollars and $2.5 million to acquire a da Vinci system. It also takes time to train medical staff on the machine. After spending all these resources on the da Vinci RAS system, switching to a competitor&#39;s system would be a costly proposition.</p><p>Furthermore, developing these machines is a complicated matter, not to mention the myriad regulatory hoops <a href=\"https://laohu8.com/S/AONE.U\">one</a> needs to jump through. These barriers to entry ensure that newcomers have some serious catching up to do, and that&#39;s why Intuitive Surgical will continue to be dominant. The healthcare company has soundly outperformed the market in the past couple of decades. Expect that trend to continue for many years to come.</p><h2>2. Johnson &amp; Johnson</h2><p>As one of the largest pharmaceutical companies in the world, Johnson &amp; Johnson will also benefit from the world&#39;s aging population, since prescription drug use increases with age. The company has a robust lineup of medicines that boasts multiple blockbuster products. Some of the top-selling ones of the bunch include cancer drugs Darzalex and Erleada as well as  immunosuppressants Stelara and Tremfya.</p><p>Last year, sales of Tremfya grew by 57.9% to $2.1 billion, while revenue from Stelara increased by 18.5% to $9.1 billion. Meanwhile, Darzalex reported sales of $6.02 billion, 43.8% higher than the year-ago period, and Erleada&#39;s sales of $1.3 billion soared by 70%. Johnson &amp; Johnson&#39;s total sales for 2021 increased by 13.6% to $93.8 billion.</p><p>The company also has a rich pipeline with dozens of clinical programs. Investors can expect label expansions and brand-new products to bolster the company&#39;s lineup every year. Besides its pharmaceutical segments, Johnson &amp; Johnson operates two other divisions: medical devices and consumer health. However, the company is currently spinning off its consumer health units -- home to famous and popular brands such as Neutrogena, Tylenol, Aveeno, and others -- into a stand-alone entity. The transaction should complete by the end of 2022.</p><p>Once it is done, Johnson &amp; Johnson will be more focused on its pharmaceutical and medical devices businesses -- which typically record faster top-line growth rates than its consumer health units -- and the company will decrease exposure to hundreds of lawsuits related to some of its consumer health products.</p><p>In my view, this separation will work wonders for the company and its shareholders and constitute one more reason to add shares of the pharma giant to your portfolio. Last but not least, Johnson &amp; Johnson is a Dividend King, having raised its payouts for 59 consecutive years. The company currently offers a yield of 2.35%, well above the average <b>S&amp;P 500</b> yield of 1.37%.</p><p>A strong position in a promising industry, a robust business, and an excellent dividend history make Johnson &amp; Johnson worth parking in your portfolio for decades.</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>2 Top Stocks to Buy in April and Hold Forever</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Top Stocks to Buy in April and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-17 07:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/16/2-top-stocks-to-buy-in-april-and-hold-forever/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the three and a half months since the year started, investors have already seen quite a bit of volatility. Geopolitical tensions, economic issues, and interest rate hikes in the U.S. have ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/16/2-top-stocks-to-buy-in-april-and-hold-forever/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4082":"医疗保健设备","BK4532":"文艺复兴科技持仓","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","JNJ":"强生","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4568":"美国抗疫概念","BK4504":"桥水持仓","BK4581":"高盛持仓","BK4007":"制药","BK4550":"红杉资本持仓","ISRG":"直觉外科公司"},"source_url":"https://www.fool.com/investing/2022/04/16/2-top-stocks-to-buy-in-april-and-hold-forever/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227989820","content_text":"In the three and a half months since the year started, investors have already seen quite a bit of volatility. Geopolitical tensions, economic issues, and interest rate hikes in the U.S. have contributed to the market's rather poor performance since January. Indeed, all three major U.S. market indexes are down as of this writing.But none of these issues warrant staying away from the stock market. Despite near-term headwinds, shares of robust companies will make it through -- and continue rewarding shareholders for many years. On that note, let's look at two excellent stocks that are worth buying and holding onto forever: Intuitive Surgical ( ISRG -1.93% ) and Johnson & Johnson ( JNJ -0.42% ).ISRG Total Return Level data by YCharts1. Intuitive SurgicalIntuitive Surgical is a medical devices specialist best-known for the da Vinci system, a robotic surgical system that allows physicians to perform minimally invasive surgeries. There is a host of reasons why Intuitive Surgical has a bright future.First, the healthcare industry is arguably on an upward path. Long-term aging trends will make the services companies in this sector provide even more invaluable in the coming decade. By 2060, roughly 25% of the U.S. population will consist of adults aged 65 and older. In 2019, this demographic made up just 16% of the U.S. population. The consumption of healthcare services tends to increase with age.Second, Intuitive Surgical is an undisputed leader in the robotic-assisted surgery (RAS) market. The company held an almost 80% share of this space in 2020.Image source: Getty Images.Minimally invasive surgeries confer health benefits to patients, including less bleeding, shorter hospital stays, and faster recovery times. That's why the RAS market will continue to expand, and Intuitive Surgical is well-positioned to benefit despite increased competition from other medical devices giants such as Medtronic.One major reason Intuitive Surgical can remain atop this market for many years to come is that it boasts a solid, competitive edge. Healthcare facilities have to spend between half a million dollars and $2.5 million to acquire a da Vinci system. It also takes time to train medical staff on the machine. After spending all these resources on the da Vinci RAS system, switching to a competitor's system would be a costly proposition.Furthermore, developing these machines is a complicated matter, not to mention the myriad regulatory hoops one needs to jump through. These barriers to entry ensure that newcomers have some serious catching up to do, and that's why Intuitive Surgical will continue to be dominant. The healthcare company has soundly outperformed the market in the past couple of decades. Expect that trend to continue for many years to come.2. Johnson & JohnsonAs one of the largest pharmaceutical companies in the world, Johnson & Johnson will also benefit from the world's aging population, since prescription drug use increases with age. The company has a robust lineup of medicines that boasts multiple blockbuster products. Some of the top-selling ones of the bunch include cancer drugs Darzalex and Erleada as well as  immunosuppressants Stelara and Tremfya.Last year, sales of Tremfya grew by 57.9% to $2.1 billion, while revenue from Stelara increased by 18.5% to $9.1 billion. Meanwhile, Darzalex reported sales of $6.02 billion, 43.8% higher than the year-ago period, and Erleada's sales of $1.3 billion soared by 70%. Johnson & Johnson's total sales for 2021 increased by 13.6% to $93.8 billion.The company also has a rich pipeline with dozens of clinical programs. Investors can expect label expansions and brand-new products to bolster the company's lineup every year. Besides its pharmaceutical segments, Johnson & Johnson operates two other divisions: medical devices and consumer health. However, the company is currently spinning off its consumer health units -- home to famous and popular brands such as Neutrogena, Tylenol, Aveeno, and others -- into a stand-alone entity. The transaction should complete by the end of 2022.Once it is done, Johnson & Johnson will be more focused on its pharmaceutical and medical devices businesses -- which typically record faster top-line growth rates than its consumer health units -- and the company will decrease exposure to hundreds of lawsuits related to some of its consumer health products.In my view, this separation will work wonders for the company and its shareholders and constitute one more reason to add shares of the pharma giant to your portfolio. Last but not least, Johnson & Johnson is a Dividend King, having raised its payouts for 59 consecutive years. The company currently offers a yield of 2.35%, well above the average S&P 500 yield of 1.37%.A strong position in a promising industry, a robust business, and an excellent dividend history make Johnson & Johnson worth parking in your portfolio for decades.","news_type":1},"isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001008994,"gmtCreate":1641095077648,"gmtModify":1676533571933,"author":{"id":"3580462225146110","authorId":"3580462225146110","name":"HearMeRoar","avatar":"https://static.tigerbbs.com/638362e9a418e7ce5383efbd382a5747","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580462225146110","authorIdStr":"3580462225146110"},"themes":[],"htmlText":"Gogogo","listText":"Gogogo","text":"Gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001008994","repostId":"2200448674","repostType":2,"repost":{"id":"2200448674","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1641028848,"share":"https://ttm.financial/m/news/2200448674?lang=&edition=fundamental","pubTime":"2022-01-01 17:20","market":"us","language":"en","title":"XPeng Says 16,000 Vehicles Were Delivered In Dec, A 181% Increase Y-O-Y","url":"https://stock-news.laohu8.com/highlight/detail?id=2200448674","media":"Reuters","summary":"Jan 1 (Reuters) - XPeng Inc   :* ANNOUNCES VEHICLE DELIVERY RESULTS FOR DECEMBER AND FOURTH QUARTER ","content":"<html><head></head><body><p>Jan 1 (Reuters) - XPeng Inc   :</p><p>* ANNOUNCES VEHICLE DELIVERY RESULTS FOR DECEMBER AND FOURTH QUARTER 2021</p><p>* 16,000 SMART EVS DELIVERED IN DECEMBER</p><p>* 16,000 VEHICLES DELIVERED IN DECEMBER 2021, A 181% INCREASE YEAR-OVER-YEAR</p><p>* 41,751 VEHICLES DELIVERED IN Q4 2021, A 222% INCREASE YEAR-OVER-YEAR</p><p>* 98,155 TOTAL VEHICLES DELIVERED IN 2021, A 263% INCREASE YEAR-OVER-YEAR</p><p>* CUMULATIVE DELIVERIES REACHED 137,953 AS OF END OF DECEMBER 2021</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>XPeng Says 16,000 Vehicles Were Delivered In Dec, A 181% Increase Y-O-Y</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\">\nXPeng Says 16,000 Vehicles Were Delivered In Dec, A 181% Increase Y-O-Y\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-01 17:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Jan 1 (Reuters) - XPeng Inc   :</p><p>* ANNOUNCES VEHICLE DELIVERY RESULTS FOR DECEMBER AND FOURTH QUARTER 2021</p><p>* 16,000 SMART EVS DELIVERED IN DECEMBER</p><p>* 16,000 VEHICLES DELIVERED IN DECEMBER 2021, A 181% INCREASE YEAR-OVER-YEAR</p><p>* 41,751 VEHICLES DELIVERED IN Q4 2021, A 222% INCREASE YEAR-OVER-YEAR</p><p>* 98,155 TOTAL VEHICLES DELIVERED IN 2021, A 263% INCREASE YEAR-OVER-YEAR</p><p>* CUMULATIVE DELIVERIES REACHED 137,953 AS OF END OF DECEMBER 2021</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09868":"小鹏汽车-W","BK1119":"汽车制造商","BK1539":"汽车股","BK1587":"次新股","BK1575":"同股不同权","XPEV":"小鹏汽车","BK1588":"回港中概股"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2200448674","content_text":"Jan 1 (Reuters) - XPeng Inc   :* ANNOUNCES VEHICLE DELIVERY RESULTS FOR DECEMBER AND FOURTH QUARTER 2021* 16,000 SMART EVS DELIVERED IN DECEMBER* 16,000 VEHICLES DELIVERED IN DECEMBER 2021, A 181% INCREASE YEAR-OVER-YEAR* 41,751 VEHICLES DELIVERED IN Q4 2021, A 222% INCREASE YEAR-OVER-YEAR* 98,155 TOTAL VEHICLES DELIVERED IN 2021, A 263% INCREASE YEAR-OVER-YEAR* CUMULATIVE DELIVERIES REACHED 137,953 AS OF END OF DECEMBER 2021","news_type":1},"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167332987,"gmtCreate":1624246333849,"gmtModify":1703831474722,"author":{"id":"3580462225146110","authorId":"3580462225146110","name":"HearMeRoar","avatar":"https://static.tigerbbs.com/638362e9a418e7ce5383efbd382a5747","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580462225146110","authorIdStr":"3580462225146110"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167332987","repostId":"1154249454","repostType":4,"repost":{"id":"1154249454","pubTimestamp":1624230573,"share":"https://ttm.financial/m/news/1154249454?lang=&edition=fundamental","pubTime":"2021-06-21 07:09","market":"us","language":"en","title":"Nike, FedEx, Johnson & Johnson, Darden, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1154249454","media":"barrons","summary":"A handful of notable companies will release their latest results toward the end of this week.Nike,FedEx,andDarden Restaurantswill report on Thursday, followed by CarMax and Paychex on Friday. Wednesday will also feature analyst days and investor events from Johnson & Johnson, GlaxoSmithKline,and Equinix.Economic data out this week include IHS’ Manufacturing and Services Purchasing Managers’ Indexes for June on Wednesday. Both are expected to hold near their record highs. The Census Bureau will r","content":"<p>A handful of notable companies will release their latest results toward the end of this week.Nike,FedEx,andDarden Restaurantswill report on Thursday, followed by CarMax and Paychex on Friday. Wednesday will also feature analyst days and investor events from&nbsp;Johnson &amp;&nbsp;Johnson,&nbsp;GlaxoSmithKline,and&nbsp;Equinix.</p>\n<p>Economic data out this week include IHS’ Manufacturing and Services Purchasing Managers’ Indexes for June on Wednesday. Both are expected to hold near their record highs. The Census Bureau will release the durable-goods report for May on Thursday. Orders—often seen as a decent proxy for business investment—are expected to rise 3.3% month over month.</p>\n<p>And on Friday, the Bureau of Economic Analysis will report personal income and consumption for May. Spending is forecast to continue rising despite a drop off in income as stimulus checks finished being sent out in April.</p>\n<p>Monday 6/21</p>\n<p><b>The Federal Reserve Bank</b>of Chicago releases its National Activity index, a gauge of overall economic activity, for May. Expectations are for a 0.50 reading, higher than April’s 0.24 figure. A positive reading indicates economic growth that is above historical trends.</p>\n<p>Tuesday 6/22</p>\n<p><b>The National Association</b>of Realtors reports existing-home sales for May. Economists forecast a seasonally adjusted annual rate of 5.7 million homes sold, about 150,000 fewer than the April data. Existing-home sales have fallen for three consecutive months, as supply hasn’t been able to keep up with demand.</p>\n<p>Wednesday 6/23</p>\n<p>Equinix hosts its 2021 analyst day, when the company will update its long-term financial outlook.</p>\n<p>GlaxoSmithKline hosts a conference call, featuring its CEO, Emma Walmsley, to update investors on the company’s strategy for growth and shareholder value creation.</p>\n<p>Johnson &amp; Johnson hosts a webcast to discuss its ESG strategy.</p>\n<p><b>The Census Bureau</b>reports new residential construction data for May. Consensus estimate is for a seasonally adjusted annual rate of 875,000 new single-family homes sold, slightly higher than April’s 863,000. Similar to existing-home sales, new-home sales have fallen from their recent peak of 993,000 in January of this year.</p>\n<p><b>IHS Markitreports</b>both its Manufacturing and Services Purchasing Managers’ indexes for June. Expectations are for a 61.5 reading for the Manufacturing PMI, and a 69.8 figure for the Services PMI. Both projections are comparable to the May data as well as being near record highs for their respective indexes.</p>\n<p>Thursday 6/24</p>\n<p><b>The Bureau of Economic Analysis</b>reports the third and final estimate of first-quarter gross-domestic-product growth. Economists forecast a seasonally adjusted annual growth rate of 6.4%.</p>\n<p>Accenture,Darden Restaurants, FedEx, and Nike hold conference calls to discuss quarterly results.</p>\n<p><b>The Bank of England</b>announces its monetary-policy decision. The central bank is widely expected to keep its key interest rate at 0.1%.</p>\n<p><b>The Census Bureau</b>releases the durable-goods report for May. The consensus call is for new orders of manufactured goods to rise 2.8% month over month to $253 billion. Excluding transportation, new orders are projected at 1%, matching the April data.</p>\n<p>Friday 6/25</p>\n<p>CarMax and Paychex report earnings.</p>\n<p><b>The BEA reports</b>personal income and consumption for May. Income is expected to fall 3% month over month, after plummeting 13.1% in April. This reflects a dropoff in stimulus checks that first were sent out in March. Spending is seen rising 0.5%, comparable to the April data.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nike, FedEx, Johnson & Johnson, Darden, and Other Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNike, FedEx, Johnson & Johnson, Darden, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 07:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nike-fedex-johnson-johnson-darden-and-other-stocks-for-investors-to-watch-this-week-51624215603?mod=hp_LEAD_3><strong>barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A handful of notable companies will release their latest results toward the end of this week.Nike,FedEx,andDarden Restaurantswill report on Thursday, followed by CarMax and Paychex on Friday. ...</p>\n\n<a href=\"https://www.barrons.com/articles/nike-fedex-johnson-johnson-darden-and-other-stocks-for-investors-to-watch-this-week-51624215603?mod=hp_LEAD_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKE":"耐克","JNJ":"强生","FDX":"联邦快递","DRI":"达登饭店"},"source_url":"https://www.barrons.com/articles/nike-fedex-johnson-johnson-darden-and-other-stocks-for-investors-to-watch-this-week-51624215603?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154249454","content_text":"A handful of notable companies will release their latest results toward the end of this week.Nike,FedEx,andDarden Restaurantswill report on Thursday, followed by CarMax and Paychex on Friday. Wednesday will also feature analyst days and investor events from Johnson & Johnson, GlaxoSmithKline,and Equinix.\nEconomic data out this week include IHS’ Manufacturing and Services Purchasing Managers’ Indexes for June on Wednesday. Both are expected to hold near their record highs. The Census Bureau will release the durable-goods report for May on Thursday. Orders—often seen as a decent proxy for business investment—are expected to rise 3.3% month over month.\nAnd on Friday, the Bureau of Economic Analysis will report personal income and consumption for May. Spending is forecast to continue rising despite a drop off in income as stimulus checks finished being sent out in April.\nMonday 6/21\nThe Federal Reserve Bankof Chicago releases its National Activity index, a gauge of overall economic activity, for May. Expectations are for a 0.50 reading, higher than April’s 0.24 figure. A positive reading indicates economic growth that is above historical trends.\nTuesday 6/22\nThe National Associationof Realtors reports existing-home sales for May. Economists forecast a seasonally adjusted annual rate of 5.7 million homes sold, about 150,000 fewer than the April data. Existing-home sales have fallen for three consecutive months, as supply hasn’t been able to keep up with demand.\nWednesday 6/23\nEquinix hosts its 2021 analyst day, when the company will update its long-term financial outlook.\nGlaxoSmithKline hosts a conference call, featuring its CEO, Emma Walmsley, to update investors on the company’s strategy for growth and shareholder value creation.\nJohnson & Johnson hosts a webcast to discuss its ESG strategy.\nThe Census Bureaureports new residential construction data for May. Consensus estimate is for a seasonally adjusted annual rate of 875,000 new single-family homes sold, slightly higher than April’s 863,000. Similar to existing-home sales, new-home sales have fallen from their recent peak of 993,000 in January of this year.\nIHS Markitreportsboth its Manufacturing and Services Purchasing Managers’ indexes for June. Expectations are for a 61.5 reading for the Manufacturing PMI, and a 69.8 figure for the Services PMI. Both projections are comparable to the May data as well as being near record highs for their respective indexes.\nThursday 6/24\nThe Bureau of Economic Analysisreports the third and final estimate of first-quarter gross-domestic-product growth. Economists forecast a seasonally adjusted annual growth rate of 6.4%.\nAccenture,Darden Restaurants, FedEx, and Nike hold conference calls to discuss quarterly results.\nThe Bank of Englandannounces its monetary-policy decision. The central bank is widely expected to keep its key interest rate at 0.1%.\nThe Census Bureaureleases the durable-goods report for May. The consensus call is for new orders of manufactured goods to rise 2.8% month over month to $253 billion. Excluding transportation, new orders are projected at 1%, matching the April data.\nFriday 6/25\nCarMax and Paychex report earnings.\nThe BEA reportspersonal income and consumption for May. Income is expected to fall 3% month over month, after plummeting 13.1% in April. This reflects a dropoff in stimulus checks that first were sent out in March. Spending is seen rising 0.5%, comparable to the April data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086882561,"gmtCreate":1650433540393,"gmtModify":1676534723606,"author":{"id":"3580462225146110","authorId":"3580462225146110","name":"HearMeRoar","avatar":"https://static.tigerbbs.com/638362e9a418e7ce5383efbd382a5747","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580462225146110","authorIdStr":"3580462225146110"},"themes":[],"htmlText":"Nice sharing","listText":"Nice sharing","text":"Nice sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086882561","repostId":"2228891661","repostType":2,"repost":{"id":"2228891661","pubTimestamp":1650420802,"share":"https://ttm.financial/m/news/2228891661?lang=&edition=fundamental","pubTime":"2022-04-20 10:13","market":"us","language":"en","title":"TSMC: 5 Key Questions For 2022 And Beyond","url":"https://stock-news.laohu8.com/highlight/detail?id=2228891661","media":"seekingalpha","summary":"PhonlamaiPhoto/iStock via Getty Images1Q22 Results & OutlookTaiwan Semiconductor Manufacturing Compa","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/1268845941bf74d1bc5480a03087df8e\" tg-width=\"750\" tg-height=\"563\" referrerpolicy=\"no-referrer\"/></p><p>PhonlamaiPhoto/iStock via Getty Images</p><p></p><h2>1Q22 Results &amp; Outlook</h2><p>Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) (&#34;TSMC&#34;) reported solid 1Q22 results, with record revenue and margins. On the top line, revenue of $17.6 billion (+36% YOY / vs. $16.3 billion consensus) was driven by strong demand for HPC (high-performance computing) and automotive, while gross margin saw a record +56% thanks to a 5%-20% price hike in 4Q21. On the bottom line, operating margin of 46% and net margin of 41% both compare favorably to 43% and 39% in 1Q21. Finally, EPS of $1.40 beat street consensus by $0.09.</p><p>For 2Q22, TSMC expects revenue of $17.9 billion at midpoint (+35% YOY) vs. $16.3 billion consensus; gross margin between 56% and 58% (vs. 50% in 2Q21); and operating margin between 45% and 47% (vs. 39% in 2Q21). Further, management noted that gross margin of 57% at midpoint includes a 100 bp tailwind from a better USD/NTD exchange rate assumption of TWD 28.8/USD vs. TWD 28/USD last year.</p><p>For full year 2022, TSMC sees revenue growing at 25% to 29% or higher (vs. 21-26 CAGR of 15%-20%), as capacity is to remain tight throughout the year while volume and pricing will both contribute. Despite a softer outlook for PCs, smartphones, and tablets, HPC will be a key top-line driver for 2022 and beyond due to structural demand for greater computing power. Note that in 1Q22, revenue from the HPC platform exceeded smartphones for the first time by growing at 59% YOY and 48% in 4Q21.</p><p></p><p><img src=\"https://static.tigerbbs.com/96a2be100c9e128747f322bbfa95b271\" tg-width=\"640\" tg-height=\"413\" referrerpolicy=\"no-referrer\"/></p><p>Company data</p><p><img src=\"https://static.tigerbbs.com/fce1d4e2cb9e212909bedb1e14a8d58c\" tg-width=\"640\" tg-height=\"410\" referrerpolicy=\"no-referrer\"/></p><p>Company data</p><p></p><h2>How&#39;s N3 (and N2) Going?</h2><p>As previously confirmed by management, the advanced chip N3 will be entering volume production in 2H22, with revenue contribution starting in 2023. Apple (AAPL) will be amongst the first customers alongside Intel (INTC) to use the latest technology for its M3 and A17 chips set to debut for iPhone, iPad and Macs in 2023.</p><p>In addition, N3E development is ahead of schedule. Though TSMC may consider early release, the exact timeline is yet to be confirmed. Qualcomm (QCOM) and MediaTek (OTCPK:MDTKF) are expected to first adopt N3E for 5G flagship SoCs.</p><p>N2 will be TSMC&#39;s first process node to use GAA transistors instead of FinFET (vs. Samsung already using GAA for N3). Management expects risk production at the end of 2024 and volume production in 2H25, representing a roughly 3-year cadence from N3.</p><p>It&#39;s worth noting that TSMC usually takes a cautious approach in developing new technology. This explains why the foundry giant is sticking with the more tried-and-true FinFET transistor structure until N2. By 2025, TSMC will have 6 years of experience with ASML&#39;s EUV tools with projection optics with numerical aperture (NA) of 0.33 (used for 7nm and below). This should help reduce the risk of adopting a new transistor architecture.</p><h2><b>Is Neon Supply a Problem?</b></h2><p>It&#39;s been widely reported that roughly 50% of the world&#39;s semiconductor-grade neon is made by two Ukrainian companies, Ingas and Cryoin. Both manufacturers have paused operations as Russian troops continue to make advances in Ukraine, causing concerns around further constraints in chip production.</p><p>However, TMSC sources special chemicals and gases (including neon) from multiple suppliers across different regions, and the company has a certain level of inventories on hand. Overall, management does not expect the Russia/Ukraine crisis to have a material impact on the supply of neon.</p><h2>Any Changes to the Capex Roadmap?</h2><p>TSMC reiterates 2022 Capex of $40-$44 billion, where 70%-80% of the investment will be in advanced technology. On the call, management highlighted that since Capex is usually based on long-term client demand profiles and future capacity already discounts IDM insourcing (e.g., Intel), Capex plan will remain intact even if there&#39;s a short-term slowdown. TSMC currently does not have issues with equipment availability but expects to see some impact on all nodes in 2023, a problem that is already being worked on.</p><h2>PCs and Smartphones Are Slowing. Is That Bad For TSMC?</h2><p>It shouldn&#39;t come as a surprise that the pandemic has pulled in peak demand for PCs, smartphones and tablets. In March, TSMC warned of slowing PC and smartphone demand, and famous tech analyst Ming-Chi Kuo said Chinese Android smartphone brands have cut shipment plans by 20% thus far in 2022. In April, Baird downgraded Nvidia (NVDA) on excess GPU inventories, and Truist slashed price targets of both Nvidia and <a href=\"https://laohu8.com/S/AMD\">AMD</a> on evidence of order cuts for 2Q22.</p><p>While the market is understandably concerned about a down cycle, demand in other end markets such as HPC may prove to be more structural than short-lived for TSMC. For instance, Nvidia&#39;s new GPUs (the Hopper architecture) will be using TSMC&#39;s 4nm process, migrating from Samsung&#39;s 8nm for the prior generation. Marvell (MRVL) is moving its infrastructure products to TSMC&#39;s N5 in 2022 and is developing new IPs for N3. Apple, besides ramping its M1 chips, is testing the new M2 chip on at least 9 Mac models and developing its own RF chips as well. Aiming to advance 5 nodes in 4 years, Intel is relying on TSMC for its next-generation GPUs.</p><p>Bottom line, while consumer electronics may be slowing, TSMC is seeing strong acceleration in HPC given its technology leadership. I believe this is the driver behind the company&#39;s 2022 revenue guide of 25%-29% YOY growth vs. 20% in the overall foundry industry.</p><h2>Why Hasn&#39;t the Stock Gone Anywhere?</h2><p>TSMC stock has been challenged by: (1) a relative underperformance of the Philadelphia Semiconductor Index (SOX) triggered by fears of an industry downturn; and (2) a tightening cycle in the US that typically encourages foreign outflows from Taiwan stocks. Additionally, there&#39;s a tendency amongst some investors to give up on TSMC stock given the dividend yield of 2% is not enough to compensate them for the risk, since the US 10-yr treasury currently yields 2.8% (I disagree with this view, as TSMC is a growth stock vs. a dividend stock).</p><p>From a relative valuation standpoint (see below), it&#39;s clear TSMC trades at a discount with geopolitical risks being a major factor. But it&#39;s important to recognize that the most advanced CPUs and GPUs in Apple&#39;s smartphones and Amazon&#39;s data centers cannot happen without TSMC&#39;s leading-edge technology.</p><p>As a result, I see a strong case for TSMC stock to revert back to its 1-year average forward P/E of 25x based on 2022 EPS of $5.7, leading to a price target of $143 (44% upside) vs. my previous estimate of $160 at a 30x multiple. While a lower P/E target reflects cycle concerns, a new interest rate paradigm, and lingering geopolitical overhangs, TSMC remains the undisputed leader in the foundry space with an 80% market share in N5 and N7 and possibly a monopoly in N3. Bottom line, I believe long-term investors will be handsomely rewarded.</p><p></p><p><img src=\"https://static.tigerbbs.com/5b5c1cddb765cca824afbd0da8e4c1f0\" tg-width=\"635\" tg-height=\"484\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p></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>TSMC: 5 Key Questions For 2022 And Beyond</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\">\nTSMC: 5 Key Questions For 2022 And Beyond\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-20 10:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4502216-taiwan-semiconductor-5-key-questions-for-2022-and-beyond><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>PhonlamaiPhoto/iStock via Getty Images1Q22 Results & OutlookTaiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) (\"TSMC\") reported solid 1Q22 results, with record revenue and margins. On the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4502216-taiwan-semiconductor-5-key-questions-for-2022-and-beyond\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4574":"无人驾驶","BK4561":"索罗斯持仓","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4549":"软银资本持仓","BK4503":"景林资产持仓","03145":"华夏亚洲高息股","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4529":"IDC概念","NVDA":"英伟达","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","AAPL":"苹果","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4567":"ESG概念","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)","BK4575":"芯片概念","BK4566":"资本集团","BK4535":"淡马锡持仓","TSM":"台积电","BK4559":"巴菲特持仓","BK4543":"AI","BK4501":"段永平概念","BK4527":"明星科技股","BK4579":"人工智能","BK4526":"热门中概股","BK4550":"红杉资本持仓","BK4141":"半导体产品","INTC":"英特尔","MRVL":"迈威尔科技","QCOM":"高通"},"source_url":"https://seekingalpha.com/article/4502216-taiwan-semiconductor-5-key-questions-for-2022-and-beyond","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2228891661","content_text":"PhonlamaiPhoto/iStock via Getty Images1Q22 Results & OutlookTaiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) (\"TSMC\") reported solid 1Q22 results, with record revenue and margins. On the top line, revenue of $17.6 billion (+36% YOY / vs. $16.3 billion consensus) was driven by strong demand for HPC (high-performance computing) and automotive, while gross margin saw a record +56% thanks to a 5%-20% price hike in 4Q21. On the bottom line, operating margin of 46% and net margin of 41% both compare favorably to 43% and 39% in 1Q21. Finally, EPS of $1.40 beat street consensus by $0.09.For 2Q22, TSMC expects revenue of $17.9 billion at midpoint (+35% YOY) vs. $16.3 billion consensus; gross margin between 56% and 58% (vs. 50% in 2Q21); and operating margin between 45% and 47% (vs. 39% in 2Q21). Further, management noted that gross margin of 57% at midpoint includes a 100 bp tailwind from a better USD/NTD exchange rate assumption of TWD 28.8/USD vs. TWD 28/USD last year.For full year 2022, TSMC sees revenue growing at 25% to 29% or higher (vs. 21-26 CAGR of 15%-20%), as capacity is to remain tight throughout the year while volume and pricing will both contribute. Despite a softer outlook for PCs, smartphones, and tablets, HPC will be a key top-line driver for 2022 and beyond due to structural demand for greater computing power. Note that in 1Q22, revenue from the HPC platform exceeded smartphones for the first time by growing at 59% YOY and 48% in 4Q21.Company dataCompany dataHow's N3 (and N2) Going?As previously confirmed by management, the advanced chip N3 will be entering volume production in 2H22, with revenue contribution starting in 2023. Apple (AAPL) will be amongst the first customers alongside Intel (INTC) to use the latest technology for its M3 and A17 chips set to debut for iPhone, iPad and Macs in 2023.In addition, N3E development is ahead of schedule. Though TSMC may consider early release, the exact timeline is yet to be confirmed. Qualcomm (QCOM) and MediaTek (OTCPK:MDTKF) are expected to first adopt N3E for 5G flagship SoCs.N2 will be TSMC's first process node to use GAA transistors instead of FinFET (vs. Samsung already using GAA for N3). Management expects risk production at the end of 2024 and volume production in 2H25, representing a roughly 3-year cadence from N3.It's worth noting that TSMC usually takes a cautious approach in developing new technology. This explains why the foundry giant is sticking with the more tried-and-true FinFET transistor structure until N2. By 2025, TSMC will have 6 years of experience with ASML's EUV tools with projection optics with numerical aperture (NA) of 0.33 (used for 7nm and below). This should help reduce the risk of adopting a new transistor architecture.Is Neon Supply a Problem?It's been widely reported that roughly 50% of the world's semiconductor-grade neon is made by two Ukrainian companies, Ingas and Cryoin. Both manufacturers have paused operations as Russian troops continue to make advances in Ukraine, causing concerns around further constraints in chip production.However, TMSC sources special chemicals and gases (including neon) from multiple suppliers across different regions, and the company has a certain level of inventories on hand. Overall, management does not expect the Russia/Ukraine crisis to have a material impact on the supply of neon.Any Changes to the Capex Roadmap?TSMC reiterates 2022 Capex of $40-$44 billion, where 70%-80% of the investment will be in advanced technology. On the call, management highlighted that since Capex is usually based on long-term client demand profiles and future capacity already discounts IDM insourcing (e.g., Intel), Capex plan will remain intact even if there's a short-term slowdown. TSMC currently does not have issues with equipment availability but expects to see some impact on all nodes in 2023, a problem that is already being worked on.PCs and Smartphones Are Slowing. Is That Bad For TSMC?It shouldn't come as a surprise that the pandemic has pulled in peak demand for PCs, smartphones and tablets. In March, TSMC warned of slowing PC and smartphone demand, and famous tech analyst Ming-Chi Kuo said Chinese Android smartphone brands have cut shipment plans by 20% thus far in 2022. In April, Baird downgraded Nvidia (NVDA) on excess GPU inventories, and Truist slashed price targets of both Nvidia and AMD on evidence of order cuts for 2Q22.While the market is understandably concerned about a down cycle, demand in other end markets such as HPC may prove to be more structural than short-lived for TSMC. For instance, Nvidia's new GPUs (the Hopper architecture) will be using TSMC's 4nm process, migrating from Samsung's 8nm for the prior generation. Marvell (MRVL) is moving its infrastructure products to TSMC's N5 in 2022 and is developing new IPs for N3. Apple, besides ramping its M1 chips, is testing the new M2 chip on at least 9 Mac models and developing its own RF chips as well. Aiming to advance 5 nodes in 4 years, Intel is relying on TSMC for its next-generation GPUs.Bottom line, while consumer electronics may be slowing, TSMC is seeing strong acceleration in HPC given its technology leadership. I believe this is the driver behind the company's 2022 revenue guide of 25%-29% YOY growth vs. 20% in the overall foundry industry.Why Hasn't the Stock Gone Anywhere?TSMC stock has been challenged by: (1) a relative underperformance of the Philadelphia Semiconductor Index (SOX) triggered by fears of an industry downturn; and (2) a tightening cycle in the US that typically encourages foreign outflows from Taiwan stocks. Additionally, there's a tendency amongst some investors to give up on TSMC stock given the dividend yield of 2% is not enough to compensate them for the risk, since the US 10-yr treasury currently yields 2.8% (I disagree with this view, as TSMC is a growth stock vs. a dividend stock).From a relative valuation standpoint (see below), it's clear TSMC trades at a discount with geopolitical risks being a major factor. But it's important to recognize that the most advanced CPUs and GPUs in Apple's smartphones and Amazon's data centers cannot happen without TSMC's leading-edge technology.As a result, I see a strong case for TSMC stock to revert back to its 1-year average forward P/E of 25x based on 2022 EPS of $5.7, leading to a price target of $143 (44% upside) vs. my previous estimate of $160 at a 30x multiple. While a lower P/E target reflects cycle concerns, a new interest rate paradigm, and lingering geopolitical overhangs, TSMC remains the undisputed leader in the foundry space with an 80% market share in N5 and N7 and possibly a monopoly in N3. Bottom line, I believe long-term investors will be handsomely rewarded.Data by YCharts","news_type":1},"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083843521,"gmtCreate":1650096764371,"gmtModify":1676534647268,"author":{"id":"3580462225146110","authorId":"3580462225146110","name":"HearMeRoar","avatar":"https://static.tigerbbs.com/638362e9a418e7ce5383efbd382a5747","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580462225146110","authorIdStr":"3580462225146110"},"themes":[],"htmlText":"Nice sharing","listText":"Nice sharing","text":"Nice sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083843521","repostId":"2227560720","repostType":2,"repost":{"id":"2227560720","pubTimestamp":1650066327,"share":"https://ttm.financial/m/news/2227560720?lang=&edition=fundamental","pubTime":"2022-04-16 07:45","market":"us","language":"en","title":"3 Questions Procter & Gamble Will Answer for Investors on Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=2227560720","media":"Motley Fool","summary":"The dividend giant will refresh expectations about its short-term growth potential in just a few days.","content":"<html><head></head><body><p>True to form, <b>Procter &amp; Gamble</b> ( PG -0.56% ) announced a raise to its quarterly dividend payment this week, just a few days before it is scheduled to report its latest earnings results. That payout hike marks the 66th consecutive year of income increases, keeping the consumer products giant near the top of the entire market on that score.</p><p>Yet while investors know they&#39;ll receive more cash from P&amp;G this year, they have some other big questions around growth and profitability that might be answered in the upcoming report.</p><p>So let&#39;s see what the owner of dozens of massive global brands -- including Tide, Pampers, and Bounty -- might have to say in its announcement on Wednesday, April 20.</p><p><img src=\"https://static.tigerbbs.com/3f6bc160d373e45b80b6c5f5f38190ac\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>1. Is market share still rising?</h2><p>P&amp;G&#39;s stock has outperformed the market so far in 2022, a contrast to many tech- and growth-focused investments. It&#39;s easy to see why investors might want to hold a steady dividend payer like this during inflation and slowing economic growth. But its market-share gains are an important part of the bullish thesis, too.</p><p>Management said back in late January that these gains were accelerating through late 2021 thanks to a mix of innovative product releases, pricing power, and supply-chain strength. A key worry heading into this report is whether those factors are still working in P&amp;G&#39;s favor.</p><p>Inflation spiked in the weeks following its fiscal Q2 report, and it&#39;s possible that more consumers are turning to generic or store brands to satisfy demand for essentials like paper towels and diapers. If that happens, P&amp;G might report underwhelming sales growth for Q3.</p><h2>2. How far does pricing power stretch?</h2><p>P&amp;G raised prices across many of its products to reflect higher input costs. And the same is true for peers like <b>Kimberly-Clark</b> ( KMB 0.02% ). Investors generally like to see prices rise since that boosts sales and profits, and it also suggests that a company is providing plenty of value to its customers.</p><p>Higher prices aren&#39;t as impressive if they produce declining sales volumes. Kimberly-Clark&#39;s organic sales growth in recent quarters, for example, has come entirely from higher prices that have offset slight declines in volume. P&amp;G has so far avoided this fate and posted positive prices and volumes. Watch that balance on Wednesday for signs of stress on the business.</p><p><img src=\"https://static.tigerbbs.com/3e65f9833dcd6f1eb6cfab2674d3b017\" tg-width=\"720\" tg-height=\"482\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>PG Operating Margin (TTM) data by YCharts</p><p>Operating margin will be another useful metric to follow for evidence that P&amp;G is finding enough efficiency in the business to protect its industry-leading profitability.</p><h2>3. What about the rest of 2022?</h2><p>Heading into the report, P&amp;G is calling for organic sales gains to land between 4% and 5% on top of strong growth over the previous two years. Management upgraded that outlook slightly back in January while keeping its earnings forecast steady despite accelerating inflation.</p><p>The cost trends have only worsened since then, so it will be interesting to see what the company has to say about the outlook for the final quarter of fiscal 2022, which ends in June. P&amp;G might venture a general forecast about the new fiscal year ahead, too.</p><p>But whatever the growth trends, investors are likely to see rising cash returns from dividend payments and stock buybacks thanks to the company&#39;s ability to convert nearly all its earnings into free cash flow each year.</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 Questions Procter & Gamble Will Answer for Investors on Wednesday</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 Questions Procter & Gamble Will Answer for Investors on Wednesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-16 07:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/15/time-sensitive-2-questions-procter-gamble-will-ans/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>True to form, Procter & Gamble ( PG -0.56% ) announced a raise to its quarterly dividend payment this week, just a few days before it is scheduled to report its latest earnings results. That payout ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/15/time-sensitive-2-questions-procter-gamble-will-ans/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4567":"ESG概念","BK4018":"居家用品","BK4559":"巴菲特持仓","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","ISBC":"投资者银行","BK4211":"区域性银行","PG":"宝洁","BK4558":"双十一"},"source_url":"https://www.fool.com/investing/2022/04/15/time-sensitive-2-questions-procter-gamble-will-ans/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227560720","content_text":"True to form, Procter & Gamble ( PG -0.56% ) announced a raise to its quarterly dividend payment this week, just a few days before it is scheduled to report its latest earnings results. That payout hike marks the 66th consecutive year of income increases, keeping the consumer products giant near the top of the entire market on that score.Yet while investors know they'll receive more cash from P&G this year, they have some other big questions around growth and profitability that might be answered in the upcoming report.So let's see what the owner of dozens of massive global brands -- including Tide, Pampers, and Bounty -- might have to say in its announcement on Wednesday, April 20.Image source: Getty Images.1. Is market share still rising?P&G's stock has outperformed the market so far in 2022, a contrast to many tech- and growth-focused investments. It's easy to see why investors might want to hold a steady dividend payer like this during inflation and slowing economic growth. But its market-share gains are an important part of the bullish thesis, too.Management said back in late January that these gains were accelerating through late 2021 thanks to a mix of innovative product releases, pricing power, and supply-chain strength. A key worry heading into this report is whether those factors are still working in P&G's favor.Inflation spiked in the weeks following its fiscal Q2 report, and it's possible that more consumers are turning to generic or store brands to satisfy demand for essentials like paper towels and diapers. If that happens, P&G might report underwhelming sales growth for Q3.2. How far does pricing power stretch?P&G raised prices across many of its products to reflect higher input costs. And the same is true for peers like Kimberly-Clark ( KMB 0.02% ). Investors generally like to see prices rise since that boosts sales and profits, and it also suggests that a company is providing plenty of value to its customers.Higher prices aren't as impressive if they produce declining sales volumes. Kimberly-Clark's organic sales growth in recent quarters, for example, has come entirely from higher prices that have offset slight declines in volume. P&G has so far avoided this fate and posted positive prices and volumes. Watch that balance on Wednesday for signs of stress on the business.PG Operating Margin (TTM) data by YChartsOperating margin will be another useful metric to follow for evidence that P&G is finding enough efficiency in the business to protect its industry-leading profitability.3. What about the rest of 2022?Heading into the report, P&G is calling for organic sales gains to land between 4% and 5% on top of strong growth over the previous two years. Management upgraded that outlook slightly back in January while keeping its earnings forecast steady despite accelerating inflation.The cost trends have only worsened since then, so it will be interesting to see what the company has to say about the outlook for the final quarter of fiscal 2022, which ends in June. P&G might venture a general forecast about the new fiscal year ahead, too.But whatever the growth trends, investors are likely to see rising cash returns from dividend payments and stock buybacks thanks to the company's ability to convert nearly all its earnings into free cash flow each year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004762407,"gmtCreate":1642693477047,"gmtModify":1676533736574,"author":{"id":"3580462225146110","authorId":"3580462225146110","name":"HearMeRoar","avatar":"https://static.tigerbbs.com/638362e9a418e7ce5383efbd382a5747","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580462225146110","authorIdStr":"3580462225146110"},"themes":[],"htmlText":"To the moon!&nbsp;","listText":"To the moon!&nbsp;","text":"To the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004762407","repostId":"1146072325","repostType":2,"repost":{"id":"1146072325","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1642689621,"share":"https://ttm.financial/m/news/1146072325?lang=&edition=fundamental","pubTime":"2022-01-20 22:40","market":"us","language":"en","title":"EV Stocks Climbed in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1146072325","media":"Tiger Newspress","summary":"EV stocks climbed in morning trading.Tesla, Rivian, Lucid, Nio, Xpeng Motors, Li Auto, Arrival, Fisk","content":"<html><head></head><body><p>EV stocks climbed in morning trading.Tesla, Rivian, Lucid, Nio, Xpeng Motors, Li Auto, Arrival, Fisker, Nikola, Canoo and Faraday Future rose between 1% and 5%.</p><p><img src=\"https://static.tigerbbs.com/3c281af1370da45ad8b860421afc7f41\" tg-width=\"413\" tg-height=\"722\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/13eb258bf860c17c872db47c7ba31641\" tg-width=\"421\" tg-height=\"187\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks Climbed in Morning Trading</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\">\nEV Stocks Climbed in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-20 22:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks climbed in morning trading.Tesla, Rivian, Lucid, Nio, Xpeng Motors, Li Auto, Arrival, Fisker, Nikola, Canoo and Faraday Future rose between 1% and 5%.</p><p><img src=\"https://static.tigerbbs.com/3c281af1370da45ad8b860421afc7f41\" tg-width=\"413\" tg-height=\"722\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/13eb258bf860c17c872db47c7ba31641\" tg-width=\"421\" tg-height=\"187\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKLA":"Nikola Corporation","LCID":"Lucid Group Inc","GOEV":"Canoo Inc.","RIVN":"Rivian Automotive, Inc.","FFIE":"Faraday Future","WKHS":"Workhorse Group, Inc.","NIU":"小牛电动","XPEV":"小鹏汽车","LI":"理想汽车","NIO":"蔚来","TSLA":"特斯拉","FSR":"菲斯克"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146072325","content_text":"EV stocks climbed in morning trading.Tesla, Rivian, Lucid, Nio, Xpeng Motors, Li Auto, Arrival, Fisker, Nikola, Canoo and Faraday Future rose between 1% and 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125887435,"gmtCreate":1624668013327,"gmtModify":1703843097266,"author":{"id":"3580462225146110","authorId":"3580462225146110","name":"HearMeRoar","avatar":"https://static.tigerbbs.com/638362e9a418e7ce5383efbd382a5747","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580462225146110","authorIdStr":"3580462225146110"},"themes":[],"htmlText":"Awesome","listText":"Awesome","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/125887435","repostId":"1177764085","repostType":4,"repost":{"id":"1177764085","pubTimestamp":1624662146,"share":"https://ttm.financial/m/news/1177764085?lang=&edition=fundamental","pubTime":"2021-06-26 07:02","market":"us","language":"en","title":"S&P 500 climbs to another record led by bank shares, notches its best week since February","url":"https://stock-news.laohu8.com/highlight/detail?id=1177764085","media":"CNBC","summary":"U.S. stocks rose on Friday with the S&P 500 building on its rally to records, as investors bet that ","content":"<div>\n<p>U.S. stocks rose on Friday with the S&P 500 building on its rally to records, as investors bet that higher inflation will be temporary as the economy continues to recover from the pandemic.\nThe broad ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/24/stock-market-futures-open-to-close-.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 climbs to another record led by bank shares, notches its best week since February</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 climbs to another record led by bank shares, notches its best week since February\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 07:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/24/stock-market-futures-open-to-close-.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stocks rose on Friday with the S&P 500 building on its rally to records, as investors bet that higher inflation will be temporary as the economy continues to recover from the pandemic.\nThe broad ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/24/stock-market-futures-open-to-close-.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/06/24/stock-market-futures-open-to-close-.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1177764085","content_text":"U.S. stocks rose on Friday with the S&P 500 building on its rally to records, as investors bet that higher inflation will be temporary as the economy continues to recover from the pandemic.\nThe broad equity benchmark climbed 0.3% to hit another closing record high of 4,280.70. Financials were the best-performing S&P 500 sector with a 1.3% gain. The Dow Jones Industrial Average rose 237.02 points, or 0.7%, to 34,433.84, sitting less than 2% from its record. The Nasdaq Composite erased earlier gains and closed 0.1% lower at 14,360.39 amid a rise in bond yields. The 10-year Treasury yield jumped 4 basis points to 1.52%.\nThe S&P 500 rallied 2.7% for the week, notching its biggest weekly gain since early February. The Dow gained 3.4% this week for its best week since mid-March, while the Nasdaq advanced 2.4%.\nFriday’s rally came after a key inflation indicator that the Federal Reserve uses to set policy rose 3.4% in May, the fastest increase since the early 1990s, the Commerce Department reported Friday. The reading matched the expectation from economists polled by Dow Jones. The core index rose 0.5% for the month, which actually was below the 0.6% estimate.\nThe core personal consumption expenditures price index increase reflects the rapid pace of economic expansion and resulting price pressures, and amplified how far the nation has come since the pandemic-induced shutdown of 2020.\n“This provided support to the Fed’s argument that inflation is transitory and will help allay fears that we are witnessing runaway inflation,” said Anu Gaggar, senior global Investment analyst at Commonwealth Financial Network. “This should continue to provide support to risk assets such as equities.”\nBank shares jumped after the Federal Reserve announced the banking industry could easily withstand a severe recession. The Fed, in releasing the results of its annual stress test, said the 23 institutions in the 2021 exam remained “well above” minimum required capital levels during a hypothetical economic downturn. The decision cleared the way for the banks to raise dividends and buy back more stock, which was suspended during the pandemic.\nWells Fargo climbed 2.6%, while Fifth Third and PNC all gained over 2%. JPMorgan and Bank of America both rose more than 1%.\nNike’s stock surged 15.5%, helping to boost sentiment for the Dow. The company reported earnings and revenue that blew past Wall Street estimates. Digital sales also jumped 41% since last year and 147% from two years ago.\nOn the flipside,FedEx dipped 3.6% despite beating on the top and bottom lines of its earnings. FedEx also gave a strong yearly outlook.\nFriday saw heightened trading volume as FTSE Russell was set to rebalance its U.S. stock indexes at the market close. Bank of America estimated that more than $170 billion worth of shares would be changed hands as a result of 625 changes in total to Russell indexes, including the Russell 1000 and Russell 2000.\nPresident Joe Biden announced Thursday that the White House struck an infrastructure deal with a bipartisan group of senators. The lawmakers have worked for weeks to craft a roughly $1 trillion package that could get through Congress with support from both parties. The framework will include $579 billion in new spending on transportation like roads, bridges and rail, electric vehicle infrastructure and electric transit, among other things.\nThe stock market came back from last week’s swoon induced by worries about a tighter Federal Reserve. Last week, the Dow fell 3.5% and the S&P 500 shed 1.9% as the Fed moved up its timeline for interest-rate increases.","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163404510,"gmtCreate":1623890551730,"gmtModify":1703822560385,"author":{"id":"3580462225146110","authorId":"3580462225146110","name":"HearMeRoar","avatar":"https://static.tigerbbs.com/638362e9a418e7ce5383efbd382a5747","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580462225146110","authorIdStr":"3580462225146110"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163404510","repostId":"2144270718","repostType":4,"repost":{"id":"2144270718","pubTimestamp":1623879249,"share":"https://ttm.financial/m/news/2144270718?lang=&edition=fundamental","pubTime":"2021-06-17 05:34","market":"us","language":"en","title":"Fed Sees Two Rate Hikes by End of 2023, Inches Towards Taper","url":"https://stock-news.laohu8.com/highlight/detail?id=2144270718","media":"Bloomberg","summary":"Thirteen of 18 officials see at least one rate hike in 2023\nPowell says Fed to begin discussing scal","content":"<ul>\n <li>Thirteen of 18 officials see at least one rate hike in 2023</li>\n <li>Powell says Fed to begin discussing scaling back bond buying</li>\n</ul>\n<p>Federal Reserve officials sped up their expected pace of policy tightening amid optimism about the labor market and heightened concerns for inflation.</p>\n<p>Fed Chair Jerome Powell told a press conference Wednesday that officials would begin a discussion about scaling back bond purchases used to support financial markets and the economy during the pandemic.</p>\n<p>They also released forecasts that show they anticipate two interest-rate increases by the end of 2023 -- sooner than many thought -- and they upgraded estimates for inflation for the next three years.</p>\n<p>“The economy has clearly made progress,” Powell said after a two-day gathering of the Federal Open Market Committee. “You can think of this meeting as the talking-about-talking-about meeting, if you like,” he added, referring to the discussion about tapering purchases.</p>\n<p><img src=\"https://static.tigerbbs.com/b2eca74e7277de2e0f189f2489e9069e\" tg-width=\"1367\" tg-height=\"616\"></p>\n<p>The central bank&nbsp;held the target range&nbsp;for its benchmark policy rate unchanged at zero to 0.25%, where it’s been since March 2020, and maintained the $120 billion pace of its monthly bond purchases. The Federal Open Market Committee vote was unanimous.</p>\n<p>The more aggressive signal from the Fed’s forecasts saw the dollar rise, stocks decline and yields on 10-year Treasuries jump.</p>\n<p>“It’s a hawkish surprise,” said Thomas Costerg, senior U.S. economist at Pictet Wealth Management, referring to the rate projections. “We are looking at a Fed that seems positively surprised by the speed of vaccinations and the ongoing withdrawal of social-distancing measures.”</p>\n<p>The quarterly projections showed 13 of 18 officials favored at least one rate increase by the end of 2023, versus seven in March. Eleven officials saw at least two hikes by the end of that year. In addition, seven of them saw a move as early as 2022, up from four.</p>\n<p>“The dots should be taken with a big grain of salt,” Powell said, referring to the interest-rate forecasts. He cautioned that discussions about raising rates would be “highly premature.”</p>\n<p>The Fed marked up its inflation forecasts through the end of 2023. Officials see their preferred measure of price pressures rising 3.4% in 2021 compared with a March projection of 2.4%. The 2022 forecast rose to 2.1% from 2%, and the 2023 estimate was raised to 2.2% from 2.1%.</p>\n<p>Consumer-price pressures have proven hotter than expected over the last two months. Labor Department figures showed a 0.8% jump in prices in April and a 0.6% rise in May, marking the two biggest monthly increases since 2009.</p>\n<p><img src=\"https://static.tigerbbs.com/b6a86414293205edfd0f505fd64c5ef7\" tg-width=\"1200\" tg-height=\"675\"></p>\n<p>“As the reopening continues, shifts in demand can be large and rapid, and bottlenecks, hiring difficulties and other constraints could continue to limit how quickly supply can adjust -- raising the possibility that inflation could turn out to be higher and more persistent than we expect,” Powell said.</p>\n<p>Labor Department reports on employment published since the last gathering of the FOMC in late April, on the other hand, have disappointed relative to forecasters’ expectations. The U.S. unemployment rate was still elevated at 5.8% in May, with total employment still millions of jobs below pre-pandemic levels.</p>\n<p>Even so, the FOMC median projection for unemployment in the fourth quarter of 2021 was unchanged at 4.5%, and the median estimate for the same quarter a year later was marked down to 3.8% from 3.9%. The 2023 forecast was held at 3.5%.</p>\n<p>“I am confident that we are on a path to a very strong labor market,” Powell told reporters. “We learned during the course of the last very long expansion, the longest in our history, that labor supply during a long expansion can exceed expectations.”</p>\n<p><b>GDP Forecasts</b></p>\n<p>The U.S. economic recovery is gathering strength as business restrictions lift and social activity increases across the country. Robust demand from consumers and businesses alike has outstripped capacity, leading to bottlenecks in the supply chain, longer lead times and higher prices.</p>\n<p>Fed officials have said such “fits and starts” are to be expected given the unprecedented nature of the pandemic and expressed optimism about the outlook for the second half of the year as more Americans get vaccinated.</p>\n<p>The FOMC raised its projections for economic growth. Gross domestic product was seen expanding 7% this year, up from a prior projection of 6.5%. It maintained the 2022 expansion forecast at 3.3% and raised the 2023 estimate to 2.4% from March’s 2.2%.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed Sees Two Rate Hikes by End of 2023, Inches Towards Taper</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\">\nFed Sees Two Rate Hikes by End of 2023, Inches Towards Taper\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 05:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-06-16/fed-holds-rates-at-zero-projects-two-hikes-by-the-end-of-2023?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thirteen of 18 officials see at least one rate hike in 2023\nPowell says Fed to begin discussing scaling back bond buying\n\nFederal Reserve officials sped up their expected pace of policy tightening ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-16/fed-holds-rates-at-zero-projects-two-hikes-by-the-end-of-2023?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2021-06-16/fed-holds-rates-at-zero-projects-two-hikes-by-the-end-of-2023?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144270718","content_text":"Thirteen of 18 officials see at least one rate hike in 2023\nPowell says Fed to begin discussing scaling back bond buying\n\nFederal Reserve officials sped up their expected pace of policy tightening amid optimism about the labor market and heightened concerns for inflation.\nFed Chair Jerome Powell told a press conference Wednesday that officials would begin a discussion about scaling back bond purchases used to support financial markets and the economy during the pandemic.\nThey also released forecasts that show they anticipate two interest-rate increases by the end of 2023 -- sooner than many thought -- and they upgraded estimates for inflation for the next three years.\n“The economy has clearly made progress,” Powell said after a two-day gathering of the Federal Open Market Committee. “You can think of this meeting as the talking-about-talking-about meeting, if you like,” he added, referring to the discussion about tapering purchases.\n\nThe central bank held the target range for its benchmark policy rate unchanged at zero to 0.25%, where it’s been since March 2020, and maintained the $120 billion pace of its monthly bond purchases. The Federal Open Market Committee vote was unanimous.\nThe more aggressive signal from the Fed’s forecasts saw the dollar rise, stocks decline and yields on 10-year Treasuries jump.\n“It’s a hawkish surprise,” said Thomas Costerg, senior U.S. economist at Pictet Wealth Management, referring to the rate projections. “We are looking at a Fed that seems positively surprised by the speed of vaccinations and the ongoing withdrawal of social-distancing measures.”\nThe quarterly projections showed 13 of 18 officials favored at least one rate increase by the end of 2023, versus seven in March. Eleven officials saw at least two hikes by the end of that year. In addition, seven of them saw a move as early as 2022, up from four.\n“The dots should be taken with a big grain of salt,” Powell said, referring to the interest-rate forecasts. He cautioned that discussions about raising rates would be “highly premature.”\nThe Fed marked up its inflation forecasts through the end of 2023. Officials see their preferred measure of price pressures rising 3.4% in 2021 compared with a March projection of 2.4%. The 2022 forecast rose to 2.1% from 2%, and the 2023 estimate was raised to 2.2% from 2.1%.\nConsumer-price pressures have proven hotter than expected over the last two months. Labor Department figures showed a 0.8% jump in prices in April and a 0.6% rise in May, marking the two biggest monthly increases since 2009.\n\n“As the reopening continues, shifts in demand can be large and rapid, and bottlenecks, hiring difficulties and other constraints could continue to limit how quickly supply can adjust -- raising the possibility that inflation could turn out to be higher and more persistent than we expect,” Powell said.\nLabor Department reports on employment published since the last gathering of the FOMC in late April, on the other hand, have disappointed relative to forecasters’ expectations. The U.S. unemployment rate was still elevated at 5.8% in May, with total employment still millions of jobs below pre-pandemic levels.\nEven so, the FOMC median projection for unemployment in the fourth quarter of 2021 was unchanged at 4.5%, and the median estimate for the same quarter a year later was marked down to 3.8% from 3.9%. The 2023 forecast was held at 3.5%.\n“I am confident that we are on a path to a very strong labor market,” Powell told reporters. “We learned during the course of the last very long expansion, the longest in our history, that labor supply during a long expansion can exceed expectations.”\nGDP Forecasts\nThe U.S. economic recovery is gathering strength as business restrictions lift and social activity increases across the country. Robust demand from consumers and businesses alike has outstripped capacity, leading to bottlenecks in the supply chain, longer lead times and higher prices.\nFed officials have said such “fits and starts” are to be expected given the unprecedented nature of the pandemic and expressed optimism about the outlook for the second half of the year as more Americans get vaccinated.\nThe FOMC raised its projections for economic growth. Gross domestic product was seen expanding 7% this year, up from a prior projection of 6.5%. It maintained the 2022 expansion forecast at 3.3% and raised the 2023 estimate to 2.4% from March’s 2.2%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086882783,"gmtCreate":1650433610316,"gmtModify":1676534723608,"author":{"id":"3580462225146110","authorId":"3580462225146110","name":"HearMeRoar","avatar":"https://static.tigerbbs.com/638362e9a418e7ce5383efbd382a5747","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580462225146110","authorIdStr":"3580462225146110"},"themes":[],"htmlText":"Holding for long term.&nbsp; Have faith in it","listText":"Holding for long term.&nbsp; Have faith in it","text":"Holding for long term. Have faith in it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086882783","repostId":"1176489698","repostType":2,"repost":{"id":"1176489698","pubTimestamp":1650424283,"share":"https://ttm.financial/m/news/1176489698?lang=&edition=fundamental","pubTime":"2022-04-20 11:11","market":"us","language":"en","title":"Sea Limited: Still A Buyer Here, Despite A Few Concerns","url":"https://stock-news.laohu8.com/highlight/detail?id=1176489698","media":"seekingalpha","summary":"SummarySea Limited has been a major casualty of the pullback in growth stocks, with the share price ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Sea Limited has been a major casualty of the pullback in growth stocks, with the share price falling nearly 70% from recent highs.</li><li>Problems in its Garena business and troubles with international expansion have not helped market sentiment.</li><li>Still, the Shopee and Sea Money divisions have seen excellent execution.</li><li>Sea&#39;s stated intent to achieve operating profitability in most SE Asian markets in &#39;22, and positive cash flow in Sea Money in &#39;23, may eventually help turn sentiment.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/90f2419ac56e74b5a0d4f0cf3318f5ce\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"/><span>ipopba/iStock via Getty Images</span></p><p>In the high-growth selloff that has accelerated over the last six months, there have been few businesses that have been ravaged quite as severely as Sea Limited (NYSE:SE).</p><p>Sea declined from a high of over $370in October last year to a current price of $110, losing 70% of its value from all-time highs, and was down nearly 80% at recent lows.</p><p>This decline is far more than other emerging market e-commerce and fintech peers such as MercadoLibre, Inc. (MELI), which is only down 50% from recent highs. While there are concerns around the Sea investment case, there is still quite a lot going well for the business.</p><p><b>Leadership in Southeast Asian Markets Continues</b></p><p>Sea Limited continues to post impressive top-line numbers, and market leadership remains strong in key markets across Southeast Asia. The business recently announced revenue growth of 106% year over year, with the businesses e-commerce and fintech segments, in particular, doing very well.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8fa36c7aa42cb6ed66c6361955f6f0f\" tg-width=\"640\" tg-height=\"286\" width=\"100%\" height=\"auto\"/><span>SE Q4&#39;21 Earnings</span></p><p>While Garena revenues from Sea&#39;s Free Fire franchise continue to prop up the business, Sea&#39;s e-commerce platform Shopee is driving much of the recent growth that Sea has seen. Shopee is seeing a solid expansion of order volume and gross merchandise volume expansion. Order volume grew 90% year over year, with gross merchandise increasing 50% yearly.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09aa755f62ed34bf4c944c52e0543022\" tg-width=\"640\" tg-height=\"333\" width=\"100%\" height=\"auto\"/><span>SE Q4&#39;21 Earnings Report</span></p><p>Beyond just revenue growth, Shopee continues to deliver market leadership in key markets in Southeast Asia. Sea highlighted in its most recent earnings call that the business continues to dominate App Store Rankings across each of its South East Asian markets. Sea&#39;s metrics in both average Monthly Active Users and time spent in-app continue to dominate competitors.</p><p>The business remains the e-commerce market leader in markets including Taiwan, Malaysia, Philippines and Singapore. Sea has even pulled ahead in Indonesia, after a close battle with Tokopedia in this market. Sea maintains dominant numbers in critical metrics such as user engagement and transaction frequency, both keys to cementing a network effect and keeping merchants interested in the Shopee platform.</p><p>Shopee users transact on the platform nearly 6x a month, a rate that has been steadily increasing over the last few years, with engagement and time on the platform also higher than its competitors in the region. Users spend nearly 30 minutes per day on its app across its markets.</p><p><b>Profitability Looks Close At Hand</b></p><p>It&#39;s no secret that Sea has been aggressively subsidizing both merchandise pricing on the platform and shipping costs through a combination of low merchant commissions and user promotions.</p><p>This market investment has resulted in relatively low take rates and heavy shipping subsidies, which mask the business&#39;s actual cost of service delivery. The strategy here makes sense. Building initial market share should be a pathway to repeat user visits to the platform.</p><p>Once a user establishes Shopee as their preferred platform, SE can slowly withdraw the level of the subsidy and increase its take rate. It also creates the pathway for additional service monetization. Sea is driving the Shopee e-commerce business to achieve operating profit throughout Southeast Asia and Taiwan by year-end.</p><p>Profitability appears to be a realistic outcome. Sea will likely benefit from increasing order frequency and reduced promotions and incentives with time.</p><p><b>Sea Money Is Starting To Scale</b></p><p>Sea Money is turning into a bright spot for Sea. The business grew revenue in this segment more than 8X year-over-year to deliver $195M. Quarterly users increased 90% to 46M, while mobile wallet payment volume reached $5B, up 70% year over year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f661de9f988fe9f2e7efe575f926e29\" tg-width=\"625\" tg-height=\"359\" width=\"100%\" height=\"auto\"/><span>SE Q4&#39;21 Earnings Deck</span></p><p>Sea Money is at an inflection point. The business forecasts revenue growth of 155%, which will deliver ~$1.1B in revenue in 2022. Sea&#39;s strong user base has attracted the attention of large merchants such as 7-11 and Subway, who are now accepting Sea Money in-store in several markets.</p><p>The business has capitalized on the successful platform traction of Sea Money to extend the value proposition for in-store point of sale payments. I expect more product innovation to come with Sea Money. Sea now has banking licenses in Singapore and Indonesia which should mean additional future use cases that SE can deliver.</p><p>The economics of Sea Money should be highly favorable to Sea. Through targeted promotions, user acquisition is very efficient to acquire users via Sea&#39;s existing platforms.</p><p>Sea management expects the business to be cash flow break-even in 2023. While Sea&#39;s progress has been positive in certain areas, SE has received some knocks that have raised questions about the investment case.</p><p><b>Sea&#39;s Cash Cow Is Facing Setbacks</b></p><p>The biggest knock on the Sea investment case is the dramatic slowdown in Garena quarterly active users, which declined 10% quarter over quarter. Quarterly paying users were also down nearly 17%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85f2548b9e15bd56a63a932004be5fcb\" tg-width=\"630\" tg-height=\"326\" width=\"100%\" height=\"auto\"/><span>SE Q4&#39;21 Earnings Report</span></p><p>The reasons for the decline need to be put into context. Sea&#39;s Free Fire franchise was released in 2017 and became the most downloaded mobile game globally by 2019.</p><p>After several years of strong user growth, it is natural that new users would peak, and user growth would start to level off. Still, Sea is looking at ways to extend Free Fire&#39;s engagement with innovative off-line campaigns to build user engagement and extend Free Fire&#39;s utility.</p><p>However, the Free Fire declines more specifically hurt Sea because Sea has successfully used the heavy profitability from the Free Fire gaming franchise to drive Shopee penetration in existing markets and help SE expand into new markets.</p><p>The profits of the Garena business help enable the subsidization of promotional discounts for new users and aggressive discounts on shipping that Sea also provides its customers. With the Garena user declines, there are questions now as to what extent Sea will be able to continue with such expansion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f7371b75954008dc61041cee7308939\" tg-width=\"640\" tg-height=\"314\" width=\"100%\" height=\"auto\"/><span>SE Q4&#39;21 Earnings Report</span></p><p>Garena&#39;s slowdown will also hit SE&#39;s near term revenue. While Shopee and Sea Money will record strong revenue growth in &#39;22, Garena will actually see a <i>decline in revenue</i> based on SE&#39;s forecast, which will slow overall group revenue to consensus growth of just 35%, from over 100% in 2021.</p><p><b>Sea Is Pulling Back From Global Expansion</b></p><p>Sea aggressively expanded into new markets over the last couple of years. These new markets have included Brazil and Mexico in Latin America and a host of other markets in Asia and Europe, notably India, France, and Spain.</p><p>This aggressive expansion raised many eyebrows and questions that Sea may have expanded too quickly, particularly in markets where it didn&#39;t appear to have any unique value proposition or sustainable competitive advantage.</p><p>There were fears that dynamics it had successfully exploited in Southeast Asia, with diverse product selection, low prices, and gamification of the user experience, may not win the day in some of these new markets.</p><p>With the Garena cash cow experiencing some issues, Sea has increasingly had to make hard choices concerning capital allocation. India has been a recent casualty here, although Sea may have partially had its hand forced due to a ban imposed on Free Fire by the Indian government.</p><p>The reasons for SE&#39;s Free Fire ban in India have been opaque, though the involvement of Tencent on SE&#39;s share registry is suspected. Similarly, Sea also announced its recent exit from France, another market it had entered within the last six months. Sea&#39;s exit from these markets may appear to blow long-term global growth ambitions.</p><p>I take a contrary view: both markets were not ones where I believe there was a clear advantage and a long-term path to profitability for Sea, in the way that core markets in Southeast Asia or even Latin America may offer. Sea still has a market presence in several other global markets, such as Poland and Spain, which offer avenues for expansion, and its SE Asia markets still offer the potential for significant, long term growth.</p><p>Being forced to be more disciplined with capital and quickly exiting non-performing markets should enhance Sea&#39;s path to profitability and ultimately help the business achieve this objective faster.</p><p><b>Thoughts On Relative Valuation</b></p><p>Through much of 2021, Sea displayed a massive valuation premium to other emerging market peers, particularly MercadoLibre. This premium made little sense because MercadoLibre has a much higher take rate and better profitability than Sea.</p><p>MELI also has a proven and sustainable model for growth and market leadership that has been battle-tested in key markets such as Brazil and Mexico against global giants such as Amazon and Alibaba, for much of the last decade. I found it curious that the market thought to award Sea with such a high premium.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db47bb71e651e05c9d23e5e64b1b3511\" tg-width=\"640\" tg-height=\"330\" width=\"100%\" height=\"auto\"/><span>SE 04&#39;21 Earnings Report</span></p><p>Nevertheless, this premium has now fizzled out, such that Sea trades at a more appropriate discount on valuation relative to MercadoLibre. This discount is fair in light of Sea&#39;s recent stumbles, yet Sea is still underpriced relative to the business&#39;s historical valuation and improved market leadership in key markets.</p><p><b>Concluding Thoughts</b></p><p>While MercadoLibre is my preferred emerging market e-commerce and fintech platform, Sea represents a still worthy yet slightly higher risk option for Southeast Asian commerce and digital financial services. The risk of the investment case has undoubtedly risen over the last couple of months.</p><p>Yet, core engagement and market leadership suggest that Sea continues to execute well and is on a path to market dominance in SE Asia. Valuation also remains more compelling than any time over the last 18 months.</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>Sea Limited: Still A Buyer Here, Despite A Few Concerns</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Limited: Still A Buyer Here, Despite A Few Concerns\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-20 11:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4502113-sea-i-am-still-a-buyer-here-despite-a-few-concerns><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySea Limited has been a major casualty of the pullback in growth stocks, with the share price falling nearly 70% from recent highs.Problems in its Garena business and troubles with international...</p>\n\n<a href=\"https://seekingalpha.com/article/4502113-sea-i-am-still-a-buyer-here-despite-a-few-concerns\">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://seekingalpha.com/article/4502113-sea-i-am-still-a-buyer-here-despite-a-few-concerns","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1176489698","content_text":"SummarySea Limited has been a major casualty of the pullback in growth stocks, with the share price falling nearly 70% from recent highs.Problems in its Garena business and troubles with international expansion have not helped market sentiment.Still, the Shopee and Sea Money divisions have seen excellent execution.Sea's stated intent to achieve operating profitability in most SE Asian markets in '22, and positive cash flow in Sea Money in '23, may eventually help turn sentiment.ipopba/iStock via Getty ImagesIn the high-growth selloff that has accelerated over the last six months, there have been few businesses that have been ravaged quite as severely as Sea Limited (NYSE:SE).Sea declined from a high of over $370in October last year to a current price of $110, losing 70% of its value from all-time highs, and was down nearly 80% at recent lows.This decline is far more than other emerging market e-commerce and fintech peers such as MercadoLibre, Inc. (MELI), which is only down 50% from recent highs. While there are concerns around the Sea investment case, there is still quite a lot going well for the business.Leadership in Southeast Asian Markets ContinuesSea Limited continues to post impressive top-line numbers, and market leadership remains strong in key markets across Southeast Asia. The business recently announced revenue growth of 106% year over year, with the businesses e-commerce and fintech segments, in particular, doing very well.SE Q4'21 EarningsWhile Garena revenues from Sea's Free Fire franchise continue to prop up the business, Sea's e-commerce platform Shopee is driving much of the recent growth that Sea has seen. Shopee is seeing a solid expansion of order volume and gross merchandise volume expansion. Order volume grew 90% year over year, with gross merchandise increasing 50% yearly.SE Q4'21 Earnings ReportBeyond just revenue growth, Shopee continues to deliver market leadership in key markets in Southeast Asia. Sea highlighted in its most recent earnings call that the business continues to dominate App Store Rankings across each of its South East Asian markets. Sea's metrics in both average Monthly Active Users and time spent in-app continue to dominate competitors.The business remains the e-commerce market leader in markets including Taiwan, Malaysia, Philippines and Singapore. Sea has even pulled ahead in Indonesia, after a close battle with Tokopedia in this market. Sea maintains dominant numbers in critical metrics such as user engagement and transaction frequency, both keys to cementing a network effect and keeping merchants interested in the Shopee platform.Shopee users transact on the platform nearly 6x a month, a rate that has been steadily increasing over the last few years, with engagement and time on the platform also higher than its competitors in the region. Users spend nearly 30 minutes per day on its app across its markets.Profitability Looks Close At HandIt's no secret that Sea has been aggressively subsidizing both merchandise pricing on the platform and shipping costs through a combination of low merchant commissions and user promotions.This market investment has resulted in relatively low take rates and heavy shipping subsidies, which mask the business's actual cost of service delivery. The strategy here makes sense. Building initial market share should be a pathway to repeat user visits to the platform.Once a user establishes Shopee as their preferred platform, SE can slowly withdraw the level of the subsidy and increase its take rate. It also creates the pathway for additional service monetization. Sea is driving the Shopee e-commerce business to achieve operating profit throughout Southeast Asia and Taiwan by year-end.Profitability appears to be a realistic outcome. Sea will likely benefit from increasing order frequency and reduced promotions and incentives with time.Sea Money Is Starting To ScaleSea Money is turning into a bright spot for Sea. The business grew revenue in this segment more than 8X year-over-year to deliver $195M. Quarterly users increased 90% to 46M, while mobile wallet payment volume reached $5B, up 70% year over year.SE Q4'21 Earnings DeckSea Money is at an inflection point. The business forecasts revenue growth of 155%, which will deliver ~$1.1B in revenue in 2022. Sea's strong user base has attracted the attention of large merchants such as 7-11 and Subway, who are now accepting Sea Money in-store in several markets.The business has capitalized on the successful platform traction of Sea Money to extend the value proposition for in-store point of sale payments. I expect more product innovation to come with Sea Money. Sea now has banking licenses in Singapore and Indonesia which should mean additional future use cases that SE can deliver.The economics of Sea Money should be highly favorable to Sea. Through targeted promotions, user acquisition is very efficient to acquire users via Sea's existing platforms.Sea management expects the business to be cash flow break-even in 2023. While Sea's progress has been positive in certain areas, SE has received some knocks that have raised questions about the investment case.Sea's Cash Cow Is Facing SetbacksThe biggest knock on the Sea investment case is the dramatic slowdown in Garena quarterly active users, which declined 10% quarter over quarter. Quarterly paying users were also down nearly 17%.SE Q4'21 Earnings ReportThe reasons for the decline need to be put into context. Sea's Free Fire franchise was released in 2017 and became the most downloaded mobile game globally by 2019.After several years of strong user growth, it is natural that new users would peak, and user growth would start to level off. Still, Sea is looking at ways to extend Free Fire's engagement with innovative off-line campaigns to build user engagement and extend Free Fire's utility.However, the Free Fire declines more specifically hurt Sea because Sea has successfully used the heavy profitability from the Free Fire gaming franchise to drive Shopee penetration in existing markets and help SE expand into new markets.The profits of the Garena business help enable the subsidization of promotional discounts for new users and aggressive discounts on shipping that Sea also provides its customers. With the Garena user declines, there are questions now as to what extent Sea will be able to continue with such expansion.SE Q4'21 Earnings ReportGarena's slowdown will also hit SE's near term revenue. While Shopee and Sea Money will record strong revenue growth in '22, Garena will actually see a decline in revenue based on SE's forecast, which will slow overall group revenue to consensus growth of just 35%, from over 100% in 2021.Sea Is Pulling Back From Global ExpansionSea aggressively expanded into new markets over the last couple of years. These new markets have included Brazil and Mexico in Latin America and a host of other markets in Asia and Europe, notably India, France, and Spain.This aggressive expansion raised many eyebrows and questions that Sea may have expanded too quickly, particularly in markets where it didn't appear to have any unique value proposition or sustainable competitive advantage.There were fears that dynamics it had successfully exploited in Southeast Asia, with diverse product selection, low prices, and gamification of the user experience, may not win the day in some of these new markets.With the Garena cash cow experiencing some issues, Sea has increasingly had to make hard choices concerning capital allocation. India has been a recent casualty here, although Sea may have partially had its hand forced due to a ban imposed on Free Fire by the Indian government.The reasons for SE's Free Fire ban in India have been opaque, though the involvement of Tencent on SE's share registry is suspected. Similarly, Sea also announced its recent exit from France, another market it had entered within the last six months. Sea's exit from these markets may appear to blow long-term global growth ambitions.I take a contrary view: both markets were not ones where I believe there was a clear advantage and a long-term path to profitability for Sea, in the way that core markets in Southeast Asia or even Latin America may offer. Sea still has a market presence in several other global markets, such as Poland and Spain, which offer avenues for expansion, and its SE Asia markets still offer the potential for significant, long term growth.Being forced to be more disciplined with capital and quickly exiting non-performing markets should enhance Sea's path to profitability and ultimately help the business achieve this objective faster.Thoughts On Relative ValuationThrough much of 2021, Sea displayed a massive valuation premium to other emerging market peers, particularly MercadoLibre. This premium made little sense because MercadoLibre has a much higher take rate and better profitability than Sea.MELI also has a proven and sustainable model for growth and market leadership that has been battle-tested in key markets such as Brazil and Mexico against global giants such as Amazon and Alibaba, for much of the last decade. I found it curious that the market thought to award Sea with such a high premium.SE 04'21 Earnings ReportNevertheless, this premium has now fizzled out, such that Sea trades at a more appropriate discount on valuation relative to MercadoLibre. This discount is fair in light of Sea's recent stumbles, yet Sea is still underpriced relative to the business's historical valuation and improved market leadership in key markets.Concluding ThoughtsWhile MercadoLibre is my preferred emerging market e-commerce and fintech platform, Sea represents a still worthy yet slightly higher risk option for Southeast Asian commerce and digital financial services. The risk of the investment case has undoubtedly risen over the last couple of months.Yet, core engagement and market leadership suggest that Sea continues to execute well and is on a path to market dominance in SE Asia. Valuation also remains more compelling than any time over the last 18 months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120210793,"gmtCreate":1624324357712,"gmtModify":1703833442965,"author":{"id":"3580462225146110","authorId":"3580462225146110","name":"HearMeRoar","avatar":"https://static.tigerbbs.com/638362e9a418e7ce5383efbd382a5747","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580462225146110","authorIdStr":"3580462225146110"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120210793","repostId":"2145352630","repostType":4,"repost":{"id":"2145352630","pubTimestamp":1624322559,"share":"https://ttm.financial/m/news/2145352630?lang=&edition=fundamental","pubTime":"2021-06-22 08:42","market":"us","language":"en","title":"HSBC Revamps U.S. Investment Bank as Four Senior Executives Exit","url":"https://stock-news.laohu8.com/highlight/detail?id=2145352630","media":"Bloomberg","summary":"(Bloomberg) -- Four of HSBC Holdings Plc’s most senior bankers in the U.S. are leaving the investmen","content":"<p>(Bloomberg) -- Four of HSBC Holdings Plc’s most senior bankers in the U.S. are leaving the investment bank as part of an overhaul of its New York operations.</p>\n<p>Robert Gelnaw, head of debt capital markets for North America, Lex Malas, head of advisory and investment banking coverage for the Americas, Jim Kelly, head of corporate banking in North America, and Duncan Caird, co-head of real assets and structured finance Americas, are departing, according to people familiar with the matter, who asked not to be identified discussing a private matter.</p>\n<p>Gelnaw and Kelly didn’t respond to requests for comment. Malas couldn’t be reached. Caird declined to comment.</p>\n<p>HSBC is planning to revamp its Americas Global Banking business to better serve Asian clients and those who want to invest in Asia, a person familiar with the plans said. Plans include hiring four managing directors and another 50 bankers over this year and next.</p>\n<p>“We are continuing to invest and hire senior bankers who can be strategic advisors to the C-Suite of our clients, especially in terms of sector bankers, financial sponsor coverage and in the financing teams,” said Gerry Keefe, head of global banking Americas.</p>\n<p>HSBC is in the midst of a global reorganization intended to focus its resources on growing its core Asian markets, which generate most of its profits and are seen as providing the lender with the best growth opportunities.</p>\n<p>The strategy has seen HSBC scale back some of its retail operations outside of Asia. Last month, the bank announced the sale of much of its U.S. domestic mass market business to <a href=\"https://laohu8.com/S/CFG\">Citizens Financial Group</a> Inc., a Providence, Rhode Island-based regional lender. It has also agreed to transfer its French retail bank to private equity firm Cerberus.</p>","source":"yahoofinance","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>HSBC Revamps U.S. Investment Bank as Four Senior Executives Exit</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\">\nHSBC Revamps U.S. Investment Bank as Four Senior Executives Exit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 08:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/hsbc-revamps-u-investment-bank-142439164.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Four of HSBC Holdings Plc’s most senior bankers in the U.S. are leaving the investment bank as part of an overhaul of its New York operations.\nRobert Gelnaw, head of debt capital ...</p>\n\n<a href=\"https://finance.yahoo.com/news/hsbc-revamps-u-investment-bank-142439164.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00005":"汇丰控股","HSBC":"汇丰","03143":"华夏香港银行股"},"source_url":"https://finance.yahoo.com/news/hsbc-revamps-u-investment-bank-142439164.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2145352630","content_text":"(Bloomberg) -- Four of HSBC Holdings Plc’s most senior bankers in the U.S. are leaving the investment bank as part of an overhaul of its New York operations.\nRobert Gelnaw, head of debt capital markets for North America, Lex Malas, head of advisory and investment banking coverage for the Americas, Jim Kelly, head of corporate banking in North America, and Duncan Caird, co-head of real assets and structured finance Americas, are departing, according to people familiar with the matter, who asked not to be identified discussing a private matter.\nGelnaw and Kelly didn’t respond to requests for comment. Malas couldn’t be reached. Caird declined to comment.\nHSBC is planning to revamp its Americas Global Banking business to better serve Asian clients and those who want to invest in Asia, a person familiar with the plans said. Plans include hiring four managing directors and another 50 bankers over this year and next.\n“We are continuing to invest and hire senior bankers who can be strategic advisors to the C-Suite of our clients, especially in terms of sector bankers, financial sponsor coverage and in the financing teams,” said Gerry Keefe, head of global banking Americas.\nHSBC is in the midst of a global reorganization intended to focus its resources on growing its core Asian markets, which generate most of its profits and are seen as providing the lender with the best growth opportunities.\nThe strategy has seen HSBC scale back some of its retail operations outside of Asia. Last month, the bank announced the sale of much of its U.S. domestic mass market business to Citizens Financial Group Inc., a Providence, Rhode Island-based regional lender. It has also agreed to transfer its French retail bank to private equity firm Cerberus.","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082806693,"gmtCreate":1650547190665,"gmtModify":1676534748660,"author":{"id":"3580462225146110","authorId":"3580462225146110","name":"HearMeRoar","avatar":"https://static.tigerbbs.com/638362e9a418e7ce5383efbd382a5747","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580462225146110","authorIdStr":"3580462225146110"},"themes":[],"htmlText":"Hold for long term for innovation magic? Don't trade ?","listText":"Hold for long term for innovation magic? Don't trade ?","text":"Hold for long term for innovation magic? Don't trade ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082806693","repostId":"1184146736","repostType":2,"repost":{"id":"1184146736","pubTimestamp":1650503802,"share":"https://ttm.financial/m/news/1184146736?lang=&edition=fundamental","pubTime":"2022-04-21 09:16","market":"us","language":"en","title":"Cathie Wood's ARK Invest Trades for 4/20: Sell 67,884 Shares of Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1184146736","media":"24/7 wall street","summary":"Markets were tumultuous on Wednesday in the wake of a devastating earnings report from Netflix. ARK Funds saw losses across the board in the session. ARKX performed the best out of the group, with a 1","content":"<html><head></head><body><p>Markets were tumultuous on Wednesday in the wake of a devastating earnings report from Netflix. ARK Funds saw losses across the board in the session. ARKX performed the best out of the group, with a 1.1% loss on the day, while ARKK did the worst, down 5.9%.</p><p>Here is a quick look at some of the major purchases and sales that ARK Invest executed on April 20, 2022.</p><p>The ARK Fintech Innovation ETF (NYSEARCA: ARKF) deals mainly with up-and-coming fintech stocks, as the name suggests. Some of its biggest holdings include Square, Zillow, Pinterest, PayPal and Alibaba. Net assets for the fund are currently $2.2 billion. Here are some notable purchases in this fund: <b>Buy</b> <b>41,446 shares of Global-E Online &amp; 125,162 shares of Nu Holdings.</b></p><p>ARK Genomic Revolution ETF (NYSEARCA: ARKG) looks at companies across multiple industries, but the general focus is on health care and companies that are changing the game technologically in this field. The biggest holdings are Pacific Biosciences, Teladoc Health, CRISPR and Fate Therapeutics. Net assets for the fund are currently $5.1 billion. Here are some notable trades in this fund: <b>Sell</b> <b>266,598 shares of Castle Biosciences,</b> <b>Buy</b> <b>50,598 shares of Quantum-Si, Buy</b> <b>40,049 shares of Personalis, Buy</b> <b>357,872 shares of Ginkgo Bioworks, &amp; Buy23,849 shares of 908 Devices.</b></p><p>ARK Innovation ETF (NYSEARCA: ARKK) has a particular focus on disruptive innovation across multiple industries, but primarily tech. Some of the biggest names are in this fund, including Tesla, Roku, Square, Zillow and Spotify. Net assets for this fund are currently $16.2 billion. Here are some notable trades in this fund: <b>Sell</b> <b>67,884 shares of Tesla,</b> <b>Sell 326,376 shares of Spotify,</b> <b>Buy</b> <b>523,281 shares of Ginkgo Bioworks, Buy</b> <b>139,475 shares of Coinbase, Buy</b> <b>440,419 shares of Roblox, Buy</b> <b>335,947 shares of Roku, Buy</b> <b>38,590 shares of Shopify, &amp; Buy</b> <b>153,239 shares of Zoom Video.</b></p><p>ARK Autonomous Technology &amp; Robotics ETF (NYSEARCA: ARKQ) is focused, unsurprisingly, on companies that are in the field of autonomous technology and robotics, specifically ones that are disruptively innovating. Big names in this fund include Tesla, Alphabet, JD.com, Baidu and Iridium. Net assets for this fund are currently $2.2 billion. Here are some notable trades in this fund: <b>Sell</b> <b>8,824 shares of Aerovironment,</b> <b>Sell</b><b> 3,166 shares of Elbit Systems,</b> <b>Buy</b> <b>27,471 shares of NIU Technologies &amp;</b> <b>Buy 103,500 shares of Vuzix.</b> </p><p>ARK Next Generation Internet ETF (NYSEARCA: ARKW) is focused on companies that are disruptively innovating within the theme of the next generation of the internet. Some names in this fund are similar to the others, including Tesla, Square, Grayscale Bitcoin Trust, Facebook and Snap. Net assets for this fund are currently $3.8 billion. Here are some notable trades in this fund: <b>Sell</b> <b>65,556 shares of Spotify,</b> <b>Buy18,695 shares of Twilio, Buy</b> <b>39,577 shares of Roku, &amp; Buy</b> <b>28,335 shares of Coinbase.</b></p><p>Ark Space Exploration &amp; Innovation ETF (NYSEARCA: ARKX) is focused primarily on companies developing technology around spaceflight. Big names in this fund include Trimble, Kratos, Nvidia, Amazon and Iridium. Net assets for this fund are currently $468.9 million. Here are some notable trades in this fund: <b>Sell</b> <b>2,276 shares of Aerovironment,</b> <b>Sell</b> <b>534 shares of Elbit Systems</b> <b>&amp; Buy</b> <b>221 shares of Alphabet.</b></p><h2>Check out all the buys &amp; sells here:</h2><h2><img src=\"https://static.tigerbbs.com/c90abf5c110716774a288910a583497a\" tg-width=\"830\" tg-height=\"551\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/905aa49d5dfb59af84445bad8808a9cd\" tg-width=\"640\" tg-height=\"752\" width=\"100%\" height=\"auto\"/></h2></body></html>","source":"lsy1620372341666","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>Cathie Wood's ARK Invest Trades for 4/20: Sell 67,884 Shares of Tesla</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\">\nCathie Wood's ARK Invest Trades for 4/20: Sell 67,884 Shares of Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-21 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://247wallst.com/investing/2022/04/20/cathie-woods-ark-invest-sells-for-4-20/><strong>24/7 wall street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Markets were tumultuous on Wednesday in the wake of a devastating earnings report from Netflix. ARK Funds saw losses across the board in the session. ARKX performed the best out of the group, with a ...</p>\n\n<a href=\"https://247wallst.com/investing/2022/04/20/cathie-woods-ark-invest-sells-for-4-20/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKX":"ARK Space Exploration & Innovation ETF","ARKG":"ARK Genomic Revolution ETF","ARKK":"ARK Innovation ETF","ARKF":"ARK Fintech Innovation ETF","ARKW":"ARK Next Generation Internation ETF"},"source_url":"https://247wallst.com/investing/2022/04/20/cathie-woods-ark-invest-sells-for-4-20/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184146736","content_text":"Markets were tumultuous on Wednesday in the wake of a devastating earnings report from Netflix. ARK Funds saw losses across the board in the session. ARKX performed the best out of the group, with a 1.1% loss on the day, while ARKK did the worst, down 5.9%.Here is a quick look at some of the major purchases and sales that ARK Invest executed on April 20, 2022.The ARK Fintech Innovation ETF (NYSEARCA: ARKF) deals mainly with up-and-coming fintech stocks, as the name suggests. Some of its biggest holdings include Square, Zillow, Pinterest, PayPal and Alibaba. Net assets for the fund are currently $2.2 billion. Here are some notable purchases in this fund: Buy 41,446 shares of Global-E Online & 125,162 shares of Nu Holdings.ARK Genomic Revolution ETF (NYSEARCA: ARKG) looks at companies across multiple industries, but the general focus is on health care and companies that are changing the game technologically in this field. The biggest holdings are Pacific Biosciences, Teladoc Health, CRISPR and Fate Therapeutics. Net assets for the fund are currently $5.1 billion. Here are some notable trades in this fund: Sell 266,598 shares of Castle Biosciences, Buy 50,598 shares of Quantum-Si, Buy 40,049 shares of Personalis, Buy 357,872 shares of Ginkgo Bioworks, & Buy23,849 shares of 908 Devices.ARK Innovation ETF (NYSEARCA: ARKK) has a particular focus on disruptive innovation across multiple industries, but primarily tech. Some of the biggest names are in this fund, including Tesla, Roku, Square, Zillow and Spotify. Net assets for this fund are currently $16.2 billion. Here are some notable trades in this fund: Sell 67,884 shares of Tesla, Sell 326,376 shares of Spotify, Buy 523,281 shares of Ginkgo Bioworks, Buy 139,475 shares of Coinbase, Buy 440,419 shares of Roblox, Buy 335,947 shares of Roku, Buy 38,590 shares of Shopify, & Buy 153,239 shares of Zoom Video.ARK Autonomous Technology & Robotics ETF (NYSEARCA: ARKQ) is focused, unsurprisingly, on companies that are in the field of autonomous technology and robotics, specifically ones that are disruptively innovating. Big names in this fund include Tesla, Alphabet, JD.com, Baidu and Iridium. Net assets for this fund are currently $2.2 billion. Here are some notable trades in this fund: Sell 8,824 shares of Aerovironment, Sell 3,166 shares of Elbit Systems, Buy 27,471 shares of NIU Technologies & Buy 103,500 shares of Vuzix. ARK Next Generation Internet ETF (NYSEARCA: ARKW) is focused on companies that are disruptively innovating within the theme of the next generation of the internet. Some names in this fund are similar to the others, including Tesla, Square, Grayscale Bitcoin Trust, Facebook and Snap. Net assets for this fund are currently $3.8 billion. Here are some notable trades in this fund: Sell 65,556 shares of Spotify, Buy18,695 shares of Twilio, Buy 39,577 shares of Roku, & Buy 28,335 shares of Coinbase.Ark Space Exploration & Innovation ETF (NYSEARCA: ARKX) is focused primarily on companies developing technology around spaceflight. Big names in this fund include Trimble, Kratos, Nvidia, Amazon and Iridium. Net assets for this fund are currently $468.9 million. Here are some notable trades in this fund: Sell 2,276 shares of Aerovironment, Sell 534 shares of Elbit Systems & Buy 221 shares of Alphabet.Check out all the buys & sells here:","news_type":1},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082808564,"gmtCreate":1650547111945,"gmtModify":1676534748630,"author":{"id":"3580462225146110","authorId":"3580462225146110","name":"HearMeRoar","avatar":"https://static.tigerbbs.com/638362e9a418e7ce5383efbd382a5747","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580462225146110","authorIdStr":"3580462225146110"},"themes":[],"htmlText":"Hopefully the solar side can grow too. All engines growing to make it more hyper and less dependant on EV","listText":"Hopefully the solar side can grow too. All engines growing to make it more hyper and less dependant on EV","text":"Hopefully the solar side can grow too. All engines growing to make it more hyper and less dependant on EV","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082808564","repostId":"1182506631","repostType":2,"repost":{"id":"1182506631","pubTimestamp":1650506111,"share":"https://ttm.financial/m/news/1182506631?lang=&edition=fundamental","pubTime":"2022-04-21 09:55","market":"us","language":"en","title":"TSLA Stock Earnings: 3 Key Takeaways From Tesla’s Q1","url":"https://stock-news.laohu8.com/highlight/detail?id=1182506631","media":"InvestorPlace","summary":"The numbers are in and Tesla's earnings report is good news for investors","content":"<html><head></head><body><p>It has been a tense week for investors, but <b>Tesla</b> (NASDAQ:<b><u>TSLA</u></b>) stock fans can finally breathe a sigh of relief because its first-quarter earnings are in. The numbers are not perfect, but they speak favorably about what matters most. TSLA stock is reacting well, up 5.6% in after-hours trading.</p><p><img src=\"https://static.tigerbbs.com/a8e48770d043c835fb98300204411330\" tg-width=\"841\" tg-height=\"618\" width=\"100%\" height=\"auto\"/></p><p>Tesla had already delighted investors by reporting a sales record for the first quarter. And while some feared that it was the only good news Tesla fans would see this quarter, today’s earnings call should serve as reassurance.</p><p>Let’s take a closer look at the Tesla earnings report and what it means for investors.</p><p><b>Takeaway No. 1: TSLA Stock Can Rally on Revenue Growth</b></p><p>The most important takeaway from the report is that Tesla managed to beat analyst expectations on both the top and bottom lines this quarter. It reported adjusted earnings per share at $3.22 versus the expected $2.26. Revenue reached $18.76 billion, better than the $17.8 billion Wall Street had projected. Its reported automotive revenue of $16.86 billion represents a gain of roughly 87% from one year ago. Automotive gross margins increased by almost 33%, with Tesla’s reported gross profit reaching $5.54 billion.</p><p>As<i>CNBC</i>reported, “Revenue growth was driven in part by an increase in the number of cars Tesla delivered, and an increase in average sales prices, the company said in its shareholder deck.”</p><p>Given the constraints Tesla has faced over the past quarter, these numbers are encouraging. With factories in Shanghai temporarily closed, some experts speculated that Tesla’s production would suffer. This earnings report proves one thing: Even in daunting circumstances, Tesla is able to rise above.</p><p><b>Takeaway No. 2: Tesla Faced Declines in Energy Segment</b></p><p>The news wasn’t so good for Tesla’s energy holdings.</p><p>The company’s solar deployments have decreased by almost 50%, coming in at 48 megawatts (MW). Its energy storage deployment of 846 megawatt hours represented a 90% increase year over year but fell sequentially.</p><p>Tesla’s energy update was certainly less than ideal. However, investors should take some comfort in the fact that these declines were not from the automotive segment, from which Tesla generates most of its revenue.</p><p><b>Takeaway No. 3: Musk Drives Speculation</b></p><p>Elon Musk hasn’t been present for every Tesla earnings call. However, he confirmed on social media earlier on Wednesday that he would speak in the after-hours discussion. Investors have been particularly excited because they are hoping for an update on his bid to acquire <b>Twitter</b> (NYSE:<b><u>TWTR</u></b>). His recent tweets have fueled plenty of speculation that big news is coming soon regarding a tender offer. His tactic of keeping investors guessing has so far worked well.</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 Earnings: 3 Key Takeaways From Tesla’s Q1</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 Earnings: 3 Key Takeaways From Tesla’s Q1\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-21 09:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/tsla-stock-earnings-3-key-takeaways-from-teslas-q1/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It has been a tense week for investors, but Tesla (NASDAQ:TSLA) stock fans can finally breathe a sigh of relief because its first-quarter earnings are in. The numbers are not perfect, but they speak ...</p>\n\n<a href=\"https://investorplace.com/2022/04/tsla-stock-earnings-3-key-takeaways-from-teslas-q1/\">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/2022/04/tsla-stock-earnings-3-key-takeaways-from-teslas-q1/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182506631","content_text":"It has been a tense week for investors, but Tesla (NASDAQ:TSLA) stock fans can finally breathe a sigh of relief because its first-quarter earnings are in. The numbers are not perfect, but they speak favorably about what matters most. TSLA stock is reacting well, up 5.6% in after-hours trading.Tesla had already delighted investors by reporting a sales record for the first quarter. And while some feared that it was the only good news Tesla fans would see this quarter, today’s earnings call should serve as reassurance.Let’s take a closer look at the Tesla earnings report and what it means for investors.Takeaway No. 1: TSLA Stock Can Rally on Revenue GrowthThe most important takeaway from the report is that Tesla managed to beat analyst expectations on both the top and bottom lines this quarter. It reported adjusted earnings per share at $3.22 versus the expected $2.26. Revenue reached $18.76 billion, better than the $17.8 billion Wall Street had projected. Its reported automotive revenue of $16.86 billion represents a gain of roughly 87% from one year ago. Automotive gross margins increased by almost 33%, with Tesla’s reported gross profit reaching $5.54 billion.AsCNBCreported, “Revenue growth was driven in part by an increase in the number of cars Tesla delivered, and an increase in average sales prices, the company said in its shareholder deck.”Given the constraints Tesla has faced over the past quarter, these numbers are encouraging. With factories in Shanghai temporarily closed, some experts speculated that Tesla’s production would suffer. This earnings report proves one thing: Even in daunting circumstances, Tesla is able to rise above.Takeaway No. 2: Tesla Faced Declines in Energy SegmentThe news wasn’t so good for Tesla’s energy holdings.The company’s solar deployments have decreased by almost 50%, coming in at 48 megawatts (MW). Its energy storage deployment of 846 megawatt hours represented a 90% increase year over year but fell sequentially.Tesla’s energy update was certainly less than ideal. However, investors should take some comfort in the fact that these declines were not from the automotive segment, from which Tesla generates most of its revenue.Takeaway No. 3: Musk Drives SpeculationElon Musk hasn’t been present for every Tesla earnings call. However, he confirmed on social media earlier on Wednesday that he would speak in the after-hours discussion. Investors have been particularly excited because they are hoping for an update on his bid to acquire Twitter (NYSE:TWTR). His recent tweets have fueled plenty of speculation that big news is coming soon regarding a tender offer. His tactic of keeping investors guessing has so far worked well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017121455,"gmtCreate":1649757531205,"gmtModify":1676534566445,"author":{"id":"3580462225146110","authorId":"3580462225146110","name":"HearMeRoar","avatar":"https://static.tigerbbs.com/638362e9a418e7ce5383efbd382a5747","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580462225146110","authorIdStr":"3580462225146110"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017121455","repostId":"9016476123","repostType":1,"repost":{"id":9016476123,"gmtCreate":1649229403658,"gmtModify":1676534474180,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"🏆【GAME】Hunting Eggs for Extra Saving!","htmlText":"Tiger has prepared some Easter gifts for you, please&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/easter/\" target=\"_blank\">click&nbsp;here</a>&nbsp;to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","listText":"Tiger has prepared some Easter gifts for you, please&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/easter/\" target=\"_blank\">click&nbsp;here</a>&nbsp;to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","text":"Tiger has prepared some Easter gifts for you, please click here to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","images":[{"img":"https://community-static.tradeup.com/news/15b435c0d10e0e89ad3e06b7bbd04830","width":"2251","height":"1334"},{"img":"https://community-static.tradeup.com/news/ff9640a9df2f24446e07b7a9b658cb4b","width":"1200","height":"630"},{"img":"https://community-static.tradeup.com/news/795038848b7c7b1d7dda27d92b580946","width":"1656","height":"948"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016476123","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005843860,"gmtCreate":1642254191350,"gmtModify":1676533695889,"author":{"id":"3580462225146110","authorId":"3580462225146110","name":"HearMeRoar","avatar":"https://static.tigerbbs.com/638362e9a418e7ce5383efbd382a5747","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580462225146110","authorIdStr":"3580462225146110"},"themes":[],"htmlText":"can get more Sea at a deeper discount ?","listText":"can get more Sea at a deeper discount ?","text":"can get more Sea at a deeper discount ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005843860","repostId":"695371411","repostType":1,"repost":{"id":695371411,"gmtCreate":1641354150591,"gmtModify":1676532529372,"author":{"id":"3558908080415665","authorId":"3558908080415665","name":"Alvin Chow","avatar":"https://static.tigerbbs.com/2abf7014742f3e282e9781e945db75b0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558908080415665","authorIdStr":"3558908080415665"},"themes":[],"title":"Tencent dumps Sea, PDD is next","htmlText":"1. Just not long ago<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$TENCENT(00700)$</a>&nbsp;Tencent announced it was divesting JD and it caused JD share price to tank. Yesterday, Tencent sold $3b worth of<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>&nbsp;Sea shares at $208 each. Sea share price dropped 11.4% to $197.84.2. Tencent's stake in Sea has declined from 21.3% to 18.7% after the sale. Tencent will be restricted to sell Sea shares during the next six months. But I believe the divestment will continue thereafter, adding more selling pressure Sea shares.3. This means that Tencent can raise another US$20.52 billion if it eventually divest everything at today Sea's market cap.4. With the current $3b sale in Sea and $16.4b sale in JD.com, Tencent is sitting o","listText":"1. Just not long ago<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$TENCENT(00700)$</a>&nbsp;Tencent announced it was divesting JD and it caused JD share price to tank. Yesterday, Tencent sold $3b worth of<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>&nbsp;Sea shares at $208 each. Sea share price dropped 11.4% to $197.84.2. Tencent's stake in Sea has declined from 21.3% to 18.7% after the sale. Tencent will be restricted to sell Sea shares during the next six months. But I believe the divestment will continue thereafter, adding more selling pressure Sea shares.3. This means that Tencent can raise another US$20.52 billion if it eventually divest everything at today Sea's market cap.4. With the current $3b sale in Sea and $16.4b sale in JD.com, Tencent is sitting o","text":"1. Just not long ago$TENCENT(00700)$ Tencent announced it was divesting JD and it caused JD share price to tank. Yesterday, Tencent sold $3b worth of$Sea Ltd(SE)$ Sea shares at $208 each. Sea share price dropped 11.4% to $197.84.2. Tencent's stake in Sea has declined from 21.3% to 18.7% after the sale. Tencent will be restricted to sell Sea shares during the next six months. But I believe the divestment will continue thereafter, adding more selling pressure Sea shares.3. This means that Tencent can raise another US$20.52 billion if it eventually divest everything at today Sea's market cap.4. With the current $3b sale in Sea and $16.4b sale in JD.com, Tencent is sitting o","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/695371411","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001807373,"gmtCreate":1641207836116,"gmtModify":1676533582886,"author":{"id":"3580462225146110","authorId":"3580462225146110","name":"HearMeRoar","avatar":"https://static.tigerbbs.com/638362e9a418e7ce5383efbd382a5747","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580462225146110","authorIdStr":"3580462225146110"},"themes":[],"htmlText":"I am sad. No more discount price.&nbsp;","listText":"I am sad. No more discount price.&nbsp;","text":"I am sad. No more discount price.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001807373","repostId":"1180759393","repostType":2,"repost":{"id":"1180759393","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1641200679,"share":"https://ttm.financial/m/news/1180759393?lang=&edition=fundamental","pubTime":"2022-01-03 17:04","market":"us","language":"en","title":"Tesla jumped over 5% in premarket trading as it reported record deliveries for the fourth quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=1180759393","media":"Tiger Newspress","summary":"Tesla jumped over 5% in premarket trading as it reported record deliveries for the fourth quarter.Te","content":"<html><head></head><body><p>Tesla jumped over 5% in premarket trading as it reported record deliveries for the fourth quarter.<img src=\"https://static.tigerbbs.com/9de20216cc285bc77e110068ae82ac72\" tg-width=\"780\" tg-height=\"568\" width=\"100%\" height=\"auto\"/>Tesla Inc on Sunday reported record quarterly deliveries that far exceeded Wall Street estimates, riding out global chip shortages as it ramped up China production.</p><p>It was the sixth consecutive quarter that the world&#39;s most valuable automaker posted record deliveries.</p><p>Tesla, led by billionaire CEO Elon Musk, delivered 308,600 vehicles in the fourth quarter, far higher than analysts&#39; forecasts of 263,026 vehicles.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla jumped over 5% in premarket trading as it reported record deliveries for the fourth quarter</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla jumped over 5% in premarket trading as it reported record deliveries for the fourth quarter\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-03 17:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla jumped over 5% in premarket trading as it reported record deliveries for the fourth quarter.<img src=\"https://static.tigerbbs.com/9de20216cc285bc77e110068ae82ac72\" tg-width=\"780\" tg-height=\"568\" width=\"100%\" height=\"auto\"/>Tesla Inc on Sunday reported record quarterly deliveries that far exceeded Wall Street estimates, riding out global chip shortages as it ramped up China production.</p><p>It was the sixth consecutive quarter that the world&#39;s most valuable automaker posted record deliveries.</p><p>Tesla, led by billionaire CEO Elon Musk, delivered 308,600 vehicles in the fourth quarter, far higher than analysts&#39; forecasts of 263,026 vehicles.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180759393","content_text":"Tesla jumped over 5% in premarket trading as it reported record deliveries for the fourth quarter.Tesla Inc on Sunday reported record quarterly deliveries that far exceeded Wall Street estimates, riding out global chip shortages as it ramped up China production.It was the sixth consecutive quarter that the world's most valuable automaker posted record deliveries.Tesla, led by billionaire CEO Elon Musk, delivered 308,600 vehicles in the fourth quarter, far higher than analysts' forecasts of 263,026 vehicles.","news_type":1},"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186909944,"gmtCreate":1623467581888,"gmtModify":1704204459598,"author":{"id":"3580462225146110","authorId":"3580462225146110","name":"HearMeRoar","avatar":"https://static.tigerbbs.com/638362e9a418e7ce5383efbd382a5747","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580462225146110","authorIdStr":"3580462225146110"},"themes":[],"htmlText":"All in for small market!","listText":"All in for small market!","text":"All in for small market!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186909944","repostId":"1117150461","repostType":4,"repost":{"id":"1117150461","pubTimestamp":1623461758,"share":"https://ttm.financial/m/news/1117150461?lang=&edition=fundamental","pubTime":"2021-06-12 09:35","market":"us","language":"en","title":"Cramer’s week ahead: Don’t underestimate the market’s small gains","url":"https://stock-news.laohu8.com/highlight/detail?id=1117150461","media":"cnbc","summary":"KEY POINTS\n\nCNBC’s Jim Cramer said not to underestimate the small gains stocks have put up in recent","content":"<div>\n<p>KEY POINTS\n\nCNBC’s Jim Cramer said not to underestimate the small gains stocks have put up in recent days.\n“Some would say it’s the calm before the storm ... I learned a long time ago that you never ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/11/cramers-week-ahead-dont-underestimate-the-markets-small-gains.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cramer’s week ahead: Don’t underestimate the market’s small gains</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\">\nCramer’s week ahead: Don’t underestimate the market’s small gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-12 09:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/11/cramers-week-ahead-dont-underestimate-the-markets-small-gains.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nCNBC’s Jim Cramer said not to underestimate the small gains stocks have put up in recent days.\n“Some would say it’s the calm before the storm ... I learned a long time ago that you never ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/11/cramers-week-ahead-dont-underestimate-the-markets-small-gains.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/06/11/cramers-week-ahead-dont-underestimate-the-markets-small-gains.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1117150461","content_text":"KEY POINTS\n\nCNBC’s Jim Cramer said not to underestimate the small gains stocks have put up in recent days.\n“Some would say it’s the calm before the storm ... I learned a long time ago that you never short a dull market,” the “Mad Money” host said.\n“I want you to find relatively inexpensive stocks of good companies and then you can buy them on the cheap because of this genuine Wall Street gibberish that drives down some stocks unfairly,” he said.\n\nAfter stocks muscled their way slightly higher on Friday, CNBC’s Jim Cramer advised investors not to underestimate a market that’s putting up small gains.\nTheS&P 500crawled 0.19% higher to 4,247.44, a record close.\n“Some would say it’s the calm before the storm ... I learned a long time ago that you never short a dull market,” the “Mad Money” host said. “It’s good news that we’re being lulled to record highs and the market keeps shrugging off negatives, including yesterday’s scorching hot inflation numbers.”\nElsewhere, theDow Jones Industrial Indexinched up 0.04% to 34,479.60. TheNasdaq Compositeincreased 0.35% to settle at 14,069.42.\nIn the week ahead, Wall Street will turn its attentions to producer price index data on Tuesday and a readout from the Federal Reserve’s meeting on Wednesday. The producer price index, which measures how much companies pay producers for goods, could also be hot, Cramer said.\nEither way, investors may be able to find opportunities in the market, he said.\n“I want you to find relatively inexpensive stocks of good companies, and then you can buy them on the cheap because of this genuine Wall Street gibberish that drives down some stocks unfairly,” he said. “Whether they’re value or growth names makes no difference to me or to Cramerica.”\nCramer gave viewers a preview of the upcoming corporate earnings reports he has circled on his calendar. Projections for revenue and earnings per share are based on FactSet estimates:\nTuesday: Oracle\nOracle\n\nQ4 2021 earnings release: after market; conference call: 5 p.m.\nProjected EPS: $1.31\nProjected revenue: $11.02 billion\n\n“This boring, old-school enterprise software company has seen its stock surge 28% year-to-date, thanks to a remarkable acceleration in its core businesses,” Cramer said. “I bet it reports a fine quarter.”\nWednesday: Lennar\nLennar\n\nQ2 2021 earnings release: after market; conference call: Thursday, 10:30 a.m.\nProjected EPS: $2.37\nProjected revenue: $6.10 billion\n\n“Stuart Miller, the former CEO and current executive chairman, likes to give you the state of the state on housing on that conference call,” he said. “We know there’s been an immense amount of inflation in the raw materials that go into a house, although lumber’s come down. But the final cost barely creeps up and that’s thanks to the ingenuity of these excellent builders.”\nThursday: Kroger, Jabil, Adobe\nKroger\n\nQ1 2021 earnings release: before market; conference call: 10 a.m.\nProjected EPS: 98 cents\nProjected revenue: $39.56 billion\n\n“Kroger’s stock has become a standout performer, and that’s because it’s a major beneficiary from inflation,” Cramer said. “I actually do expect a terrific number from Kroger, not many people are thinking that.”\nJabil\n\nQ3 2021 earnings release: before market; conference call: 8:30 a.m.\nProjected EPS: $1.04\nProjected revenue: $6.95 billion\n\n“Jabil does a lot of business with Apple, and Wall Street loves playing silly guessing games by trying to extrapolate from Jabil’s results to Apple’s,” he said. “I wish they’d just focus on Jabil itself, which has been an amazing stock, up 36% for the year. Another unsung stock of an unsung company in an unsung bull market.”\nAdobe\n\nQ2 2021 earnings release: after market; conference call: 5 p.m.\nProjected EPS: $2.81\nProjected revenue: $3.73 billion\n\n“Lately [this] stock’s been meandering and that has usually been the best time to buy it,” the host said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}