cheeyang personal page - To The Moon

cheeyang

cheeyang

No personal profile

6Follow

4Followers

0Topic

0Badge

09-12

$SOXL 20240913 28.0 CALL$ Another case you should use option rather than holding the shares. A healthy bullish trend

08-20

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ When you have limited money available left and interested on booming stocks, option is the best method. Called 1 * 36 for 0.65, and this is the results [Happy]

09-07

$SOXL 20240906 26.0 CALL$ Omg, you can open a 33cents call on high leverage ETF! With 33cents, you gaining of 100 shares profit, or lose a maximum 33 dollar.

09-07

$SOXL 20240906 29.0 PUT$ The option premium is dirt cheap on the last day of option expired, few dollar with massive income!! Option is powerful if you know how to apply :)

09-13

$SOXL 20240913 28.0 CALL$ Sold my call with profit. Reason of selling is because I can't afford to lose my earnings. $SOXL 20240913 33.5 CALL$ Rebuy 2 call with lower premium(40 cents) to prevent possible earning missing on this bull trend. Options tradings are fun :)

2023-06-07

$Direxion Daily Small Cap Bull 3x Shares(TNA)$

2021-04-23

Wait for the dip then. Like and comment?

U.S. stocks drop on news of Biden tax proposals

2021-05-14

Please like and comment :)

Coinbase rose more than 3% in pre-market trading

2021-05-27

Please like and comment :)

President Biden will propose a $6 trillion budget, documents obtained by The Times show.

2021-05-20

Well done $AMD(AMD)$

Advanced Micro Devices sets new $4 bln stock repurchase program

2021-07-22

$Tiger Brokers(TIGR)$ytd buying the dip

2023-06-22

Funny

A Bull Market Is Coming: 2 AI Growth Stocks Down 41% and 51% to Buy Now

2021-05-25

$Tiger Brokers(TIGR)$ well done, keep rising to 20

老虎证券一季度营收净利均创史上新高过半新增入金客户来自海外

2021-05-06

$DraftKings Inc.(DKNG)$rise with the earning report!!!

2021-05-07

$DraftKings Inc.(DKNG)$good earning report, but the price seems not rising... Not yet? Lol

2023-06-19

Bull market? Still too early to say that

The S&P 500 Has Entered a Bull Market, but Will It Last?

2021-07-15

I don't think the price will go up

TSMC’s Second-Quarter Profit Rises 11% on Strong Chip Demand

2021-05-13

Like and comment

These ‘panic events’ could soon spell relief for stock markets, says top strategist Thomas Lee

09-19

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ good luck for the shorters 😏

09-13

Stop showing your limited knowledge

Nvidia: The Price Is Too High

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3580489378983205","uuid":"3580489378983205","gmtCreate":1617395354988,"gmtModify":1619402281148,"name":"cheeyang","pinyin":"cheeyang","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","hat":"https://static.tigerbbs.com/2b6219675842600ebb42baa43c645832","hatId":"shopping-ade52cc5578c0ab14ae09872a9e5bce2","hatName":"NVDA Frame","vip":1,"status":2,"fanSize":4,"headSize":6,"tweetSize":40,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.12.29","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.19%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.03.23","exceedPercentage":"93.36%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.11%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},"individualDisplayBadges":null,"crmLevel":4,"crmLevelSwitch":1,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":2,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":357777523028176,"gmtCreate":1728357591293,"gmtModify":1728357594934,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/399001\">$SZSE Comp(399001)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; Beware to fall anytime&nbsp;","listText":"<a href=\"https://ttm.financial/S/399001\">$SZSE Comp(399001)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; Beware to fall anytime&nbsp;","text":"$SZSE Comp(399001)$ Beware to fall anytime","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357777523028176","isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355870850900080,"gmtCreate":1727892005838,"gmtModify":1727892009900,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; This delivery report actually is a good, although can't meet expectations and missing out a small number. The deliveries increase which means increase in renevue on coming financial report.&nbsp; And don't forgot, tesla has increased it's battery pack capacity and contribute a big portion of the company renevue on last Financial report.&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; This delivery report actually is a good, although can't meet expectations and missing out a small number. The deliveries increase which means increase in renevue on coming financial report.&nbsp; And don't forgot, tesla has increased it's battery pack capacity and contribute a big portion of the company renevue on last Financial report.&nbsp;","text":"$Tesla Motors(TSLA)$ This delivery report actually is a good, although can't meet expectations and missing out a small number. The deliveries increase which means increase in renevue on coming financial report. And don't forgot, tesla has increased it's battery pack capacity and contribute a big portion of the company renevue on last Financial report.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355870850900080","isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351432487743592,"gmtCreate":1726837606160,"gmtModify":1726837610075,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; as usual, bull again today","listText":"<a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; as usual, bull again today","text":"$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ as usual, bull again today","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351432487743592","isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351216480575696,"gmtCreate":1726768692818,"gmtModify":1726768698045,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Rate cuts always bull and this time 50BP! Another round of pumping on overnight and premarket is expected. <a href=\"https://ttm.financial/OPT/SOXL 20240920 33.0 CALL\">$SOXL 20240920 33.0 CALL$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Rate cuts always bull and this time 50BP! Another round of pumping on overnight and premarket is expected. <a href=\"https://ttm.financial/OPT/SOXL 20240920 33.0 CALL\">$SOXL 20240920 33.0 CALL$ </a>&nbsp;","text":"$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Rate cuts always bull and this time 50BP! Another round of pumping on overnight and premarket is expected. $SOXL 20240920 33.0 CALL$","images":[{"img":"https://community-static.tradeup.com/news/6ce4b48e0eb390de3916e0e257a52ea3","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351216480575696","isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":350868394209544,"gmtCreate":1726686812493,"gmtModify":1726686816071,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v> good luck for the shorters 😏","listText":"<a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v> good luck for the shorters 😏","text":"$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ good luck for the shorters 😏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350868394209544","isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349005138264064,"gmtCreate":1726236500203,"gmtModify":1726236506531,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/SOXL 20240913 28.0 CALL\">$SOXL 20240913 28.0 CALL$ </a>&nbsp; Sold my call with profit. Reason of selling is because I can't afford to lose my earnings.&nbsp; <a href=\"https://ttm.financial/OPT/SOXL 20240913 33.5 CALL\">$SOXL 20240913 33.5 CALL$ </a>&nbsp; Rebuy 2&nbsp;call with lower premium(40 cents)&nbsp;to prevent possible&nbsp;earning missing on this&nbsp;bull trend. Options tradings&nbsp;are&nbsp;fun :)&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/SOXL 20240913 28.0 CALL\">$SOXL 20240913 28.0 CALL$ </a>&nbsp; Sold my call with profit. Reason of selling is because I can't afford to lose my earnings.&nbsp; <a href=\"https://ttm.financial/OPT/SOXL 20240913 33.5 CALL\">$SOXL 20240913 33.5 CALL$ </a>&nbsp; Rebuy 2&nbsp;call with lower premium(40 cents)&nbsp;to prevent possible&nbsp;earning missing on this&nbsp;bull trend. Options tradings&nbsp;are&nbsp;fun :)&nbsp;","text":"$SOXL 20240913 28.0 CALL$ Sold my call with profit. Reason of selling is because I can't afford to lose my earnings. $SOXL 20240913 33.5 CALL$ Rebuy 2 call with lower premium(40 cents) to prevent possible earning missing on this bull trend. Options tradings are fun :)","images":[{"img":"https://community-static.tradeup.com/news/c6ebf276ce58897905db4b886ea0581c","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/349005138264064","isVote":1,"tweetType":1,"viewCount":1381,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010961","authorId":"10000000000010961","name":"Tiger_Contra","avatar":"https://static.tigerbbs.com/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010961","authorIdStr":"10000000000010961"},"content":"🚀🚀Congratulations and trade with Cash Boost Account to give wings to your mutiple strategies. Open a CBA today and Enjoy SGD 20,000 for unlimited and 0 Commision trading on SGX, HK Stocks, US Equities and ETFS. Find out more here. Other helpful links: How to open a CBA: link here. How to link your CDP account: link here. Other FAQs on CBA: link here. Cash Boost Account Website: link here.","text":"🚀🚀Congratulations and trade with Cash Boost Account to give wings to your mutiple strategies. Open a CBA today and Enjoy SGD 20,000 for unlimited and 0 Commision trading on SGX, HK Stocks, US Equities and ETFS. Find out more here. Other helpful links: How to open a CBA: link here. How to link your CDP account: link here. Other FAQs on CBA: link here. Cash Boost Account Website: link here.","html":"🚀🚀Congratulations and trade with Cash Boost Account to give wings to your mutiple strategies. Open a CBA today and Enjoy SGD 20,000 for unlimited and 0 Commision trading on SGX, HK Stocks, US Equities and ETFS. Find out more here. Other helpful links: How to open a CBA: link here. How to link your CDP account: link here. Other FAQs on CBA: link here. Cash Boost Account Website: link here."}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":348943088128312,"gmtCreate":1726231242737,"gmtModify":1726231246554,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"Stop showing your limited knowledge&nbsp;","listText":"Stop showing your limited knowledge&nbsp;","text":"Stop showing your limited knowledge","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348943088128312","repostId":"2466270404","repostType":2,"repost":{"id":"2466270404","kind":"highlight","pubTimestamp":1726229310,"share":"https://ttm.financial/m/news/2466270404?lang=&edition=fundamental","pubTime":"2024-09-13 20:08","market":"sh","language":"en","title":"Nvidia: The Price Is Too High","url":"https://stock-news.laohu8.com/highlight/detail?id=2466270404","media":"seekingalpha","summary":"The market has negatively reacted to Nvidia’s latest earnings report.Nvidia faces several risks that will likely undermine its efforts to grow its sales across the globe.We also believe that Nvidia is","content":"<html><head></head><body><ul style=\"\"><li><p>The market has negatively reacted to Nvidia’s latest earnings report.</p></li><li><p>Nvidia faces several risks that will likely undermine its efforts to grow its sales across the globe.</p></li><li><p>We also believe that Nvidia is overvalued, its upside is limited, and its stock is a SELL for us.</p></li></ul><h2 id=\"id_3486510891\">Nvidia Disappoints The Market</h2><p>Two weeks ago, Nvidia released its Q2’25 earnings report, which showed that the revenues during the quarter were $30.04 billion, up 122.4% Y/Y and above the consensus by $1.29 billion. Despite such results, the company’s shares initially declined after the results were revealed.</p><p>In part, the decline was caused by the expectations that Nvidia’s growth rate is about to normalize in the upcoming quarters, which means that the triple-digit growth rate is likely to be a thing of the past next year and beyond.</p><p>If we look closely at the performance of Nvidia’s stock, we’ll see that it started to gain momentum in May 2023. That is when the Q1’24 report was released, which showed that while the company’s revenues declined Y/Y, major growth was expected in the following quarter thanks to the increased demand for its first generative AI GPUs from the H100 series that started to gain traction back then. As the generative AI revolution began to gather steam, the sales for the company’s AI GPUs were accelerating, which made Nvidia trade at excessive multiples that are mostly far beyond the sector’s median multiples.</p><p>Ever since that report came in, the market’s perception was that the company needed to significantly beat the consensus estimates and meaningfully increase its guidance all the time for the shares to continue to trade at those high multiples. This has been the case in recent quarters so far. In Q3’24, Q4’24, and Q1’25, Nvidia beat the revenue consensus by a wide margin and announced a major guidance increase that was above the street expectations by a significant margin as well. Thanks to this, Nvidia’s shares rallied, and the company was able to become one of the most valuable businesses in the world in less than two years.</p><p>However, after the recent Q2’25 report came in, there’s a sign that the pace of growth appears to be slowing down, and it’s one of the main reasons why the stock has been declining recently. CNN reported that investors were likely disappointed that Nvidia didn’t beat the estimates by a wider margin. Another Seeking Alpha contributor Jonathan Weber also noted that while the revenue estimates were beaten by around 4%, it’s not as great when compared to a year ago when revenue estimates were beaten by around 20%. If we look at Nvidia’s earnings history, we’ll see that the revenue beat in absolute numbers has been shrinking during each consecutive quarter starting from Q2’24. Professor Aswath Damodaran noted that <em>there are clear signs of more slowing to come, as scaling will continue to push revenue growth down.</em></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1e0ecde52260da152c697a1556ad66bb\" tg-width=\"640\" tg-height=\"137\"/></p><p>Earnings History (Seeking Alpha)</p><p>In addition to that, the guidance also was relatively weak and contributed to the decline in share price as well. In Q3, Nvidia expects to generate $32.5 billion in revenues, which is less than a billion dollars from the consensus of $31.71 billion. This was one of the biggest disappointments of the recent earnings report, as the market expected a better guidance. Professor Aswath Damodaran also explained what to make from this guidance and what’s to come next, and we fully share his point of view:</p><blockquote><p>As a company that has played the expectations game well, it should come as no surprise that Nvidia provided guidance for future quarters in its second quarter report, and here too, there were reminders that comparisons would get more challenging in future quarters, as they predicted that revenue growth rates would come back to earth, and that margins would, at best, level off or perhaps even decline.</p></blockquote><h2 id=\"id_3089099913\">Additional Issues To Consider</h2><p>While the guidance has been rather disappointing, there’s also a possibility that it would be more challenging for Nvidia to meet it, and especially exceed it, as it faces some additional challenges right now. Last month, news came in that Nvidia’s upcoming Blackwell GPUs will be delayed, which resulted in a short-term selloff of the company’s shares. Nvidia in the recent conference call hinted that the potential delay was due to the technical change to improve the production yields of Blackwell and the production ramp-up is expected only in Q4. As such, there’s a possibility that the overall performance in Q3 could also disappoint investors when the next earnings report comes out in November.</p><p>There’s also a risk that the guidance in the next earnings report could also disappoint investors, since the company faces some external risks that are outside of its control. In the Q1 earnings call, the management admitted that their data center revenue in China is down significantly due to the American chip export restrictions that were implemented last year. In the recent Q2 earnings call, they repeated that their current sales in China are below the previous levels. Since the China-USA relations are not expected to significantly improve anytime soon and Beijing has recently retaliated by imposing its export restrictions as well, the macro risks will remain and will likely continue to undermine Nvidia’s efforts to grow revenues across the globe.</p><p>As a result of all of that, we believe that Nvidia is not a good investment right now and its shares have a decent chance of continuing to depreciate or trade sideways in the upcoming months.</p><h2 id=\"id_2000837632\">The Intrinsic Value of Nvidia</h2><p>Right now, we believe that Nvidia’s stock is also overvalued, especially since it trades at a forward P/E of 38x, while the sector’s median P/E is only 23x. Seeking Alpha’s Quant system also gives Nvidia a rating of D- for valuation. To figure out Nvidia’s intrinsic value and how big is its downside, we created our valuation model.</p><p>To create a model, we added some initial data that can be seen on the left side of the table below. The tax rate in our model is 21%. This is the current corporate tax rate in the United States. While Nvidia’s effective tax rate was lower in the last year, our model covers a period of the next five years where the tax rate might increase. This is why it makes sense to assume a higher rate in the model. We made this model at a time when Nvidia was trading at $116.91 per share, and the long-term debt and the cash reserves data was added from the latest earnings report. The perpetual growth rate is 3%, which is close to the historical inflation and GDP rate.</p><p>The discount rate in our model is 10.28%. The calculation for the discount rate is presented in the middle and right columns of the table, which can be seen below. First, we calculated the cost of debt and the after-tax cost of debt by using Nvidia’s TTM financial data. Then we calculated the cost of equity by using the risk-free rate of 3.86%, the beta of 1.68, and the inflation-adjusted market-return rate of 7.70%. In the end, we weighted Nvidia’s debt profile with its equity and figured out the discount rate.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4525cc5cfd74d912557f2358499ce023\" tg-width=\"640\" tg-height=\"183\"/></p><p>Nvidia’s Valuation (Bears of Wall Street)</p><p>Once we filled in the entry data, we moved on to forecasting Nvidia’s growth in the upcoming years. The sales growth rate of 106% in the model is similar to the overall expectations for the current fiscal year. While the pace of growth is expected to subside going forward, the company still had strong growth at the beginning of this fiscal year, which is why in FY25 we’ll still see a triple-digit rate for sales. After that, a normalization of the growth rate is expected to happen and is reflected in our model. The EBIT as a percentage of sales is 62% in the model, which is close to the company’s historical performance in recent months. The tax rate is 21%, while the assumptions for the rest of the metrics closely match up with Nvidia’s historical performance.</p><p>Our forecast helped us figure out the present value of Nvidia’s FCF in the upcoming years. We were then able to calculate the cumulative value of Nvidia’s FCF, apply the discount and perpetual growth rates, and figure out the terminal value and the present value of Nvidia’s terminal value. We then added Nvidia’s present value of the terminal value to the cumulative present value of its FCF to calculate the company’s enterprise value, which in our case is $1.94 trillion.</p><p>Once the enterprise value was found, we then added Nvidia’s cash, subtracted the long-term debt from it, and arrived at an equity value of $1.97 trillion. After that, we divided Nvidia’s equity value by the number of its shares and arrived at the intrinsic value of $79.33 per share. This means that Nvidia’s stock is overvalued by around 32%. That’s why we believe that Nvidia is a SELL right now.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c7c5c3fa734baa66f95a87eecfb553f6\" tg-width=\"640\" tg-height=\"228\"/></p><p>Nvidia’s Valuation (Bears of Wall Street)</p><p>It’s also important to note that at a market cap of nearly ~$2. 65 trillion, it’s hard to justify Nvidia’s current price, even after the recent decline caused by the latest earnings report. The whole generative AI market under one of the most optimistic assumptions is expected to be worth $1.3 trillion in 2032. In addition, the overall cloud market could be worth only as much as $1.8 trillion by 2029. Considering this, Nvidia’s current valuation today simply doesn’t make a lot of sense to us.</p><h2 id=\"id_815598079\">Risks To Our Bearish Thesis</h2><p>Despite all the negativity, several risks could undermine our bearish thesis. The most obvious is the potential greater ramp-up of sales in the second half of the year, which would make the market excited again about Nvidia’s growth prospects. The potential delay of Blackwell shipments could be offset by the potential increase of the company’s Hopper series GPUs, especially since their supply and availability have improved. This could ensure that Nvidia performs well in Q3, and makes investors once again excited about investing into its shares if the beat is significant.</p><p>We also know from the latest conference call that the demand for Blackwell is above supply. If no further delays are announced, then when the Q3 report comes out, Nvidia could also announce a far more optimistic guidance for Q4, which could help revive the stock’s momentum later this year.</p><h2 id=\"id_584510153\">Final Thoughts</h2><p>Nvidia’s biggest issue is that its stock is priced for perfection, and any earnings report that includes an earnings beat without an impressive margin and relatively disappointing guidance would likely prevent a further appreciation of shares. This has been the case with the latest earnings report and the subsequent reaction of the market to it.</p><p>The macro challenges are also not going anywhere away, and potential catalysts might not even materialize in the end if the company fails to grow its sales due to potential supply issues or delays. That is why Nvidia’s upside is not guaranteed and until the Q3 numbers come out, its shares could continue to experience weakness. This is why at the current price, Nvidia stock is a SELL for us.</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>Nvidia: The Price Is Too High</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: The Price Is Too High\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-13 20:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4720611-nvidia-the-price-is-too-high><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The market has negatively reacted to Nvidia’s latest earnings report.Nvidia faces several risks that will likely undermine its efforts to grow its sales across the globe.We also believe that Nvidia is...</p>\n\n<a href=\"https://seekingalpha.com/article/4720611-nvidia-the-price-is-too-high\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","BK4581":"高盛持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","NVDA":"英伟达","BK4549":"软银资本持仓","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4548":"巴美列捷福持仓","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4592":"伊斯兰概念","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4587":"ChatGPT概念","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4543":"AI","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","BK4527":"明星科技股","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","BK4579":"人工智能","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4588":"碎股","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD"},"source_url":"https://seekingalpha.com/article/4720611-nvidia-the-price-is-too-high","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2466270404","content_text":"The market has negatively reacted to Nvidia’s latest earnings report.Nvidia faces several risks that will likely undermine its efforts to grow its sales across the globe.We also believe that Nvidia is overvalued, its upside is limited, and its stock is a SELL for us.Nvidia Disappoints The MarketTwo weeks ago, Nvidia released its Q2’25 earnings report, which showed that the revenues during the quarter were $30.04 billion, up 122.4% Y/Y and above the consensus by $1.29 billion. Despite such results, the company’s shares initially declined after the results were revealed.In part, the decline was caused by the expectations that Nvidia’s growth rate is about to normalize in the upcoming quarters, which means that the triple-digit growth rate is likely to be a thing of the past next year and beyond.If we look closely at the performance of Nvidia’s stock, we’ll see that it started to gain momentum in May 2023. That is when the Q1’24 report was released, which showed that while the company’s revenues declined Y/Y, major growth was expected in the following quarter thanks to the increased demand for its first generative AI GPUs from the H100 series that started to gain traction back then. As the generative AI revolution began to gather steam, the sales for the company’s AI GPUs were accelerating, which made Nvidia trade at excessive multiples that are mostly far beyond the sector’s median multiples.Ever since that report came in, the market’s perception was that the company needed to significantly beat the consensus estimates and meaningfully increase its guidance all the time for the shares to continue to trade at those high multiples. This has been the case in recent quarters so far. In Q3’24, Q4’24, and Q1’25, Nvidia beat the revenue consensus by a wide margin and announced a major guidance increase that was above the street expectations by a significant margin as well. Thanks to this, Nvidia’s shares rallied, and the company was able to become one of the most valuable businesses in the world in less than two years.However, after the recent Q2’25 report came in, there’s a sign that the pace of growth appears to be slowing down, and it’s one of the main reasons why the stock has been declining recently. CNN reported that investors were likely disappointed that Nvidia didn’t beat the estimates by a wider margin. Another Seeking Alpha contributor Jonathan Weber also noted that while the revenue estimates were beaten by around 4%, it’s not as great when compared to a year ago when revenue estimates were beaten by around 20%. If we look at Nvidia’s earnings history, we’ll see that the revenue beat in absolute numbers has been shrinking during each consecutive quarter starting from Q2’24. Professor Aswath Damodaran noted that there are clear signs of more slowing to come, as scaling will continue to push revenue growth down.Earnings History (Seeking Alpha)In addition to that, the guidance also was relatively weak and contributed to the decline in share price as well. In Q3, Nvidia expects to generate $32.5 billion in revenues, which is less than a billion dollars from the consensus of $31.71 billion. This was one of the biggest disappointments of the recent earnings report, as the market expected a better guidance. Professor Aswath Damodaran also explained what to make from this guidance and what’s to come next, and we fully share his point of view:As a company that has played the expectations game well, it should come as no surprise that Nvidia provided guidance for future quarters in its second quarter report, and here too, there were reminders that comparisons would get more challenging in future quarters, as they predicted that revenue growth rates would come back to earth, and that margins would, at best, level off or perhaps even decline.Additional Issues To ConsiderWhile the guidance has been rather disappointing, there’s also a possibility that it would be more challenging for Nvidia to meet it, and especially exceed it, as it faces some additional challenges right now. Last month, news came in that Nvidia’s upcoming Blackwell GPUs will be delayed, which resulted in a short-term selloff of the company’s shares. Nvidia in the recent conference call hinted that the potential delay was due to the technical change to improve the production yields of Blackwell and the production ramp-up is expected only in Q4. As such, there’s a possibility that the overall performance in Q3 could also disappoint investors when the next earnings report comes out in November.There’s also a risk that the guidance in the next earnings report could also disappoint investors, since the company faces some external risks that are outside of its control. In the Q1 earnings call, the management admitted that their data center revenue in China is down significantly due to the American chip export restrictions that were implemented last year. In the recent Q2 earnings call, they repeated that their current sales in China are below the previous levels. Since the China-USA relations are not expected to significantly improve anytime soon and Beijing has recently retaliated by imposing its export restrictions as well, the macro risks will remain and will likely continue to undermine Nvidia’s efforts to grow revenues across the globe.As a result of all of that, we believe that Nvidia is not a good investment right now and its shares have a decent chance of continuing to depreciate or trade sideways in the upcoming months.The Intrinsic Value of NvidiaRight now, we believe that Nvidia’s stock is also overvalued, especially since it trades at a forward P/E of 38x, while the sector’s median P/E is only 23x. Seeking Alpha’s Quant system also gives Nvidia a rating of D- for valuation. To figure out Nvidia’s intrinsic value and how big is its downside, we created our valuation model.To create a model, we added some initial data that can be seen on the left side of the table below. The tax rate in our model is 21%. This is the current corporate tax rate in the United States. While Nvidia’s effective tax rate was lower in the last year, our model covers a period of the next five years where the tax rate might increase. This is why it makes sense to assume a higher rate in the model. We made this model at a time when Nvidia was trading at $116.91 per share, and the long-term debt and the cash reserves data was added from the latest earnings report. The perpetual growth rate is 3%, which is close to the historical inflation and GDP rate.The discount rate in our model is 10.28%. The calculation for the discount rate is presented in the middle and right columns of the table, which can be seen below. First, we calculated the cost of debt and the after-tax cost of debt by using Nvidia’s TTM financial data. Then we calculated the cost of equity by using the risk-free rate of 3.86%, the beta of 1.68, and the inflation-adjusted market-return rate of 7.70%. In the end, we weighted Nvidia’s debt profile with its equity and figured out the discount rate.Nvidia’s Valuation (Bears of Wall Street)Once we filled in the entry data, we moved on to forecasting Nvidia’s growth in the upcoming years. The sales growth rate of 106% in the model is similar to the overall expectations for the current fiscal year. While the pace of growth is expected to subside going forward, the company still had strong growth at the beginning of this fiscal year, which is why in FY25 we’ll still see a triple-digit rate for sales. After that, a normalization of the growth rate is expected to happen and is reflected in our model. The EBIT as a percentage of sales is 62% in the model, which is close to the company’s historical performance in recent months. The tax rate is 21%, while the assumptions for the rest of the metrics closely match up with Nvidia’s historical performance.Our forecast helped us figure out the present value of Nvidia’s FCF in the upcoming years. We were then able to calculate the cumulative value of Nvidia’s FCF, apply the discount and perpetual growth rates, and figure out the terminal value and the present value of Nvidia’s terminal value. We then added Nvidia’s present value of the terminal value to the cumulative present value of its FCF to calculate the company’s enterprise value, which in our case is $1.94 trillion.Once the enterprise value was found, we then added Nvidia’s cash, subtracted the long-term debt from it, and arrived at an equity value of $1.97 trillion. After that, we divided Nvidia’s equity value by the number of its shares and arrived at the intrinsic value of $79.33 per share. This means that Nvidia’s stock is overvalued by around 32%. That’s why we believe that Nvidia is a SELL right now.Nvidia’s Valuation (Bears of Wall Street)It’s also important to note that at a market cap of nearly ~$2. 65 trillion, it’s hard to justify Nvidia’s current price, even after the recent decline caused by the latest earnings report. The whole generative AI market under one of the most optimistic assumptions is expected to be worth $1.3 trillion in 2032. In addition, the overall cloud market could be worth only as much as $1.8 trillion by 2029. Considering this, Nvidia’s current valuation today simply doesn’t make a lot of sense to us.Risks To Our Bearish ThesisDespite all the negativity, several risks could undermine our bearish thesis. The most obvious is the potential greater ramp-up of sales in the second half of the year, which would make the market excited again about Nvidia’s growth prospects. The potential delay of Blackwell shipments could be offset by the potential increase of the company’s Hopper series GPUs, especially since their supply and availability have improved. This could ensure that Nvidia performs well in Q3, and makes investors once again excited about investing into its shares if the beat is significant.We also know from the latest conference call that the demand for Blackwell is above supply. If no further delays are announced, then when the Q3 report comes out, Nvidia could also announce a far more optimistic guidance for Q4, which could help revive the stock’s momentum later this year.Final ThoughtsNvidia’s biggest issue is that its stock is priced for perfection, and any earnings report that includes an earnings beat without an impressive margin and relatively disappointing guidance would likely prevent a further appreciation of shares. This has been the case with the latest earnings report and the subsequent reaction of the market to it.The macro challenges are also not going anywhere away, and potential catalysts might not even materialize in the end if the company fails to grow its sales due to potential supply issues or delays. That is why Nvidia’s upside is not guaranteed and until the Q3 numbers come out, its shares could continue to experience weakness. This is why at the current price, Nvidia stock is a SELL for us.","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348485538242824,"gmtCreate":1726085601170,"gmtModify":1726110988422,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/SOXL 20240913 28.0 CALL\">$SOXL 20240913 28.0 CALL$ </a>&nbsp; Another case you should use option rather&nbsp;than holding&nbsp;the shares. A healthy bullish trend","listText":"<a href=\"https://ttm.financial/OPT/SOXL 20240913 28.0 CALL\">$SOXL 20240913 28.0 CALL$ </a>&nbsp; Another case you should use option rather&nbsp;than holding&nbsp;the shares. A healthy bullish trend","text":"$SOXL 20240913 28.0 CALL$ Another case you should use option rather than holding the shares. A healthy bullish trend","images":[{"img":"https://community-static.tradeup.com/news/80a8bc20db3e872eea04d7873f53df5f","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":162,"commentSize":1,"repostSize":10,"link":"https://ttm.financial/post/348485538242824","isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274763284018","authorId":"3479274763284018","name":"MarsBloom","avatar":"https://static.tigerbbs.com/33f31b0657bdd536143132c5bc71f66f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274763284018","authorIdStr":"3479274763284018"},"content":"$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ back to bull and keep up!","text":"$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ back to bull and keep up!","html":"$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ back to bull and keep up!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":346580966744288,"gmtCreate":1725643907132,"gmtModify":1725866800810,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/SOXL 20240906 26.0 CALL\">$SOXL 20240906 26.0 CALL$ </a>&nbsp; Omg, you can open a 33cents call on high leverage ETF!&nbsp; With 33cents, you gaining of 100 shares profit, or lose a maximum&nbsp;33 dollar.","listText":"<a href=\"https://ttm.financial/OPT/SOXL 20240906 26.0 CALL\">$SOXL 20240906 26.0 CALL$ </a>&nbsp; Omg, you can open a 33cents call on high leverage ETF!&nbsp; With 33cents, you gaining of 100 shares profit, or lose a maximum&nbsp;33 dollar.","text":"$SOXL 20240906 26.0 CALL$ Omg, you can open a 33cents call on high leverage ETF! With 33cents, you gaining of 100 shares profit, or lose a maximum 33 dollar.","images":[{"img":"https://community-static.tradeup.com/news/2aed2cf5be48fdff1542cebec78c3e6e","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":27,"commentSize":0,"repostSize":12,"link":"https://ttm.financial/post/346580966744288","isVote":1,"tweetType":1,"viewCount":1098,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":346579345363264,"gmtCreate":1725643515487,"gmtModify":1725866822198,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/SOXL 20240906 29.0 PUT\">$SOXL 20240906 29.0 PUT$ </a>&nbsp; The option premium is dirt cheap on the last day of option expired, few dollar with massive income!!&nbsp; Option is powerful if you know how to apply :)","listText":"<a href=\"https://ttm.financial/OPT/SOXL 20240906 29.0 PUT\">$SOXL 20240906 29.0 PUT$ </a>&nbsp; The option premium is dirt cheap on the last day of option expired, few dollar with massive income!!&nbsp; Option is powerful if you know how to apply :)","text":"$SOXL 20240906 29.0 PUT$ The option premium is dirt cheap on the last day of option expired, few dollar with massive income!! Option is powerful if you know how to apply :)","images":[{"img":"https://community-static.tradeup.com/news/7143e05783e51c358213dbba629d3c93","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":23,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/346579345363264","isVote":1,"tweetType":1,"viewCount":682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":343785531928920,"gmtCreate":1724961614006,"gmtModify":1724961618062,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"Panic sell on bull market? 😂","listText":"Panic sell on bull market? 😂","text":"Panic sell on bull market? 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343785531928920","isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340454895685864,"gmtCreate":1724149913999,"gmtModify":1724159154996,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/TSLL 20240823 12.0 CALL\">$TSLL 20240823 12.0 CALL$ </a>&nbsp; Getting big return on option calling Called 3 * 12 for 0.08 each I'll get tied on 12.08 stock price&nbsp; I have a small chances to get 13-14 stock price for reward of around 800usd. But what if I lose? I lose 24usd which is cheap investment. The power of options&nbsp;&nbsp;[Cool]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/TSLL 20240823 12.0 CALL\">$TSLL 20240823 12.0 CALL$ </a>&nbsp; Getting big return on option calling Called 3 * 12 for 0.08 each I'll get tied on 12.08 stock price&nbsp; I have a small chances to get 13-14 stock price for reward of around 800usd. But what if I lose? I lose 24usd which is cheap investment. The power of options&nbsp;&nbsp;[Cool]&nbsp;&nbsp;","text":"$TSLL 20240823 12.0 CALL$ Getting big return on option calling Called 3 * 12 for 0.08 each I'll get tied on 12.08 stock price I have a small chances to get 13-14 stock price for reward of around 800usd. But what if I lose? I lose 24usd which is cheap investment. The power of options [Cool]","images":[{"img":"https://community-static.tradeup.com/news/f22ac51d12d6423c5eaa5a1282a91e2a","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340454895685864","isVote":2,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"vote":{"id":3430,"gmtBegin":1724149913978,"gmtEnd":1724405337000,"type":1,"upper":1,"title":"What do you all think","choices":[{"id":12445,"sort":1,"name":"at least ties","userSize":0,"voted":false},{"id":12446,"sort":2,"name":"win","userSize":1,"voted":false},{"id":12447,"sort":3,"name":"lose","userSize":0,"voted":false}]},"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":340400075755776,"gmtCreate":1724147654237,"gmtModify":1724227747570,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$&nbsp;</a><a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$&nbsp;</a>&nbsp; When you have limited money available left&nbsp;and interested on booming stocks, option is the best method.&nbsp; Called 1 *&nbsp;36 for 0.65, and this is the results&nbsp;[Happy]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$&nbsp;</a><a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$&nbsp;</a>&nbsp; When you have limited money available left&nbsp;and interested on booming stocks, option is the best method.&nbsp; Called 1 *&nbsp;36 for 0.65, and this is the results&nbsp;[Happy]&nbsp;&nbsp;","text":"$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ When you have limited money available left and interested on booming stocks, option is the best method. Called 1 * 36 for 0.65, and this is the results [Happy]","images":[{"img":"https://community-static.tradeup.com/news/e1ce73431fa3b54af218112cc6f307ac","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":106,"commentSize":1,"repostSize":12,"link":"https://ttm.financial/post/340400075755776","isVote":1,"tweetType":1,"viewCount":874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":335699337986424,"gmtCreate":1722996307783,"gmtModify":1722996736788,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"Shit article, nice try","listText":"Shit article, nice try","text":"Shit article, nice try","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335699337986424","repostId":"2457508590","repostType":2,"repost":{"id":"2457508590","kind":"highlight","pubTimestamp":1722957795,"share":"https://ttm.financial/m/news/2457508590?lang=&edition=fundamental","pubTime":"2024-08-06 23:23","market":"fut","language":"en","title":"Tesla: The Worst Is Ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2457508590","media":"seekingalpha","summary":"Tesla, Inc. shares lost momentum after the company delivered a relatively weak earnings report a couple of weeks ago.The declining margins and the rising geopolitical risks make it harder for Tesla to","content":"<html><head></head><body><ul style=\"\"><li><p>Tesla, Inc. shares lost momentum after the company delivered a relatively weak earnings report a couple of weeks ago.</p></li><li><p>The declining margins and the rising geopolitical risks make it harder for Tesla to turn things around at this stage.</p></li><li><p>Considering that Tesla trades at over 85 times its forward earnings and over 6 times its forward sales, it makes sense to assume that its shares are extremely overvalued.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bf7a647133cd34db714a499b8f78522a\" tg-width=\"750\" tg-height=\"387\"/></p><p>AdrianHancu</p><p></p><p>After releasing a relatively poor earnings report two weeks ago, <strong>Tesla, Inc.</strong> (NASDAQ:TSLA) shares lost most of the momentum that was gained at the start of July when the electric vehicle (“EV”) deliveries data came out. While the company certainly has several growth catalysts going for it, which could prevent a further depreciation of its shares, the increased competition within the EV industry along with the rising geopolitical challenges could disrupt Tesla’s business model. This would make its stock a less attractive investment.</p><h2 id=\"id_1569839278\">Tesla’s Challenges Continue To Mount</h2><p>Back in May, I noted that the ongoing price war within the EV industry and the Sino-American trade war could disrupt Tesla’s business model and result in the contraction of the company’s margins. Despite this, I did not give the company’s stock a rating of SELL, since there was always the possibility that its shares could rally in the short term on any positive data.</p><p>That’s precisely what has happened. Since the publication of my latest article on Tesla in May, its shares have appreciated by ~20%. However, after the latest rally, the shares are once again starting to lose their momentum, primarily due to the release of the relatively weak earnings report for Q2 a couple of weeks ago. It indicated that the macro challenges are making it harder for the business to deliver a solid bottom-line performance.</p><p>While Tesla reported that its revenues during the recent quarter increased by 2.3% Y/Y to $25.5 billion and were above expectations by $760 million, its non-GAAP EPS of $0.52 was below the consensus by $0.10. At the same time, the company’s quarterly deliveries fell for the second quarter in a row as it delivered 443,956 vehicles in Q2, down 4.8% Y/Y. What’s more, is that Tesla has once again delayed its robotaxi event and at this point, it could take years before we see an actual robotaxi fleet on the streets. Moreover, there’s a possibility that Tesla will invest in AI startup xAI, which has already been receiving Nvidia (NVDA) chips that were meant for Tesla on Elon Musk’s orders.</p><p>However, what matters the most at this point is that the challenges that Tesla faces continue to mount, and no events or investments in other businesses are likely to help the company quickly improve its state of affairs. The biggest issue that Tesla currently faces is the compression of margins. If we look closely at the latest numbers, we’ll see that gross margins, operating margins, and EBITDA margins, all were down Y/Y in Q2. At the same time, Tesla has experienced a second straight quarterly net income decline and what’s worse is that out of $1.48 billion in net income, $890 million came as regulatory credits. This indicates that even the organic growth is relatively weak at this stage.</p><p>All of this is due to the rising competition within the EV industry and the ongoing price war between EV manufacturers, that has already diminished Tesla’s ability to expand its margins and deliver a solid bottom-line performance. The major problem here is that it’s unlikely that things are about to change for the better anytime soon.</p><p>In a recent conference call, CEO Elon Musk admitted that the discounting in the EV sector has made it difficult for Tesla to thrive. At the same time, the rise of affordable Chinese cars is likely partially responsible for the weaker guidance for the rest of the year. Recently, Tesla’s management noted that the company’s vehicle volume growth rate this year may be notably lower in comparison to the previous fiscal year.</p><p>On top of all of that, the rising geopolitical risks threaten to significantly disrupt Tesla’s business model, which is exposed to the globalized supply chain. The IMF warns that further trade restrictions could wipe out 7% of the global GDP and would likely prevent the recovery of the global economy. Tesla has already put on hold its plan to build a factory in Mexico, due to tariff concerns. Chinese policy analysts don’t believe that Sino-American relations will improve and lead to the end of the ongoing trade war after the Presidential elections in November.</p><p>At the same time, the European Union last month increased tariffs on most Chinese-made electric vehicles. Considering that Tesla produces only Model Y in Europe and imports Model 3 there from China, there’s a risk that its performance in Europe will be negatively affected in the future, as it already raised prices on the old continent. Given that the company is already experiencing a deterioration of margins, the worsening macro environment makes it even harder for Tesla to improve the situation to its favor.</p><h2 id=\"id_57024171\">What’s Next For Tesla’s Shares?</h2><p>With all of that in mind, it makes sense to assume that Tesla, at the very least, would be an extremely volatile investment in the foreseeable future. To figure out whether its shares offer any margin of safety, I’ve updated my DCF model, which can be seen below.</p><p>The model from the previous article from May showed Tesla’s fair value to be $128.49 per share. The major thing that was changed in the updated model below is the revenue growth rate for FY24 and beyond, which was decreased and currently closely correlates with the street expectations. Recently, Tesla has received dozens of revenue downward revisions, which indicates that the street also expects weaker growth in part due to the rise of several challenges described earlier in this article. All the other assumptions in the model remained the same as before, as they&#39;re unlikely to significantly change at this stage.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fbf3fd1f17d570b7f439a3c3d5937535\" tg-width=\"640\" tg-height=\"319\"/></p><p>Tesla&#39;s DCF Model ( Historical Data: Seeking Alpha, Assumptions: Author)</p><p></p><p>The updated model shows that Tesla’s fair value is $119.46 per share, which represents a downside of ~42% from the current market price.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bdc0c77f10c4eea06dff016a92d2f3b9\" tg-width=\"640\" tg-height=\"140\"/></p><p>Tesla&#39;s DCF Model ( Historical Data: Seeking Alpha, Assumptions: Author)</p><p></p><p>Considering that Tesla currently trades at over 85 times its forward earnings and over 6 times its forward sales, while Seeking Alpha’s Quant system gives it a rating of F for valuation, it makes sense to assume that the company is extremely overvalued at the current price.</p><h2 id=\"id_3756004609\">The Growth Opportunities Are Still Out There</h2><p>While Tesla faces major challenges right now, there are nevertheless several positive developments going on that can help the company find a way to improve its performance in the future.</p><p>Considering that the American GDP is growing at a better-than-expected rate while interest rate cuts appear to be around the corner, there’s a possibility that the U.S. economy will accelerate even more in the second half of the year. This would help Tesla and all the other carmakers boost their sales. Even if we see an improvement in deliveries in Q3, then the shares could once again rally, as it could be interpreted as a sign that things are changing for the better.</p><p>At the same time, the potential release of a more affordable vehicle in 2025 could also help Tesla diminish the Chinese threat, outlive its weaker competitors due to its sizable war chest, and gain additional market share in the end. All of this could make investors once again excited about Tesla’s future and propel its shares to higher levels.</p><h2 id=\"id_3978641506\">The Bottom Line</h2><p>Despite facing a significant number of challenges, it would be ignorant not to pay attention to several growth catalysts that could revive the investors’ confidence and once again boost Tesla’s shares in the future.</p><p>However, it also makes no sense to believe that any momentum could be long-lived, given the recent weaker bottom-line performance and the deterioration of margins. That’s why it’s difficult to justify a long position in Tesla right now. This is especially true, since it’s not the same solid investment as it was during the pre-covid and early COVID-19 days. That was when the aggressive increase in sales in a much better environment propelled the shares to exuberant multiples at which they traded for a significant amount of time.</p><p>The environment is much different right now and the rising geopolitical challenges could negatively affect Tesla’s business model, which significantly relies on the undisrupted globalization, which appears to be fading away. The constant delay of its other products along with Elon Musk’s involvement in politics and his other business endeavors also make Tesla a less attractive investment.</p><p>The only reason why I’m not giving Tesla, Inc. a rating of Sell and stick with Hold is because it’s a battleground stock with a major cult following. Such stocks typically trade at an exuberant valuation for a long time and experience a major depreciation, mostly when there’s an overall market selloff or the underlying company reports weak earnings.</p><p>Recently, Tesla’s shares have already depreciated due to the overall selloff and a weak earnings report. However, they nevertheless could find a technical support level around the current market price and trade there until the next earnings report is released a few months from now. That’s why, even though Tesla’s fundamentals are relatively weak, its stock could continue to trade at exuberant multiples for a while.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: The Worst Is Ahead</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: The Worst Is Ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-06 23:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4710554-tesla-the-worst-is-ahead><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla, Inc. shares lost momentum after the company delivered a relatively weak earnings report a couple of weeks ago.The declining margins and the rising geopolitical risks make it harder for Tesla to...</p>\n\n<a href=\"https://seekingalpha.com/article/4710554-tesla-the-worst-is-ahead\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0823414478.USD":"法巴经典能源转换基金","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4550":"红杉资本持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4551":"寇图资本持仓","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","TSLA":"特斯拉","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4548":"巴美列捷福持仓","BK4511":"特斯拉概念","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4099":"汽车制造商","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","TSLL":"Direxion Daily TSLA Bull 2X Shares","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4554":"元宇宙及AR概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4567":"ESG概念","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4534":"瑞士信贷持仓","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4555":"新能源车","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A"},"source_url":"https://seekingalpha.com/article/4710554-tesla-the-worst-is-ahead","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2457508590","content_text":"Tesla, Inc. shares lost momentum after the company delivered a relatively weak earnings report a couple of weeks ago.The declining margins and the rising geopolitical risks make it harder for Tesla to turn things around at this stage.Considering that Tesla trades at over 85 times its forward earnings and over 6 times its forward sales, it makes sense to assume that its shares are extremely overvalued.AdrianHancuAfter releasing a relatively poor earnings report two weeks ago, Tesla, Inc. (NASDAQ:TSLA) shares lost most of the momentum that was gained at the start of July when the electric vehicle (“EV”) deliveries data came out. While the company certainly has several growth catalysts going for it, which could prevent a further depreciation of its shares, the increased competition within the EV industry along with the rising geopolitical challenges could disrupt Tesla’s business model. This would make its stock a less attractive investment.Tesla’s Challenges Continue To MountBack in May, I noted that the ongoing price war within the EV industry and the Sino-American trade war could disrupt Tesla’s business model and result in the contraction of the company’s margins. Despite this, I did not give the company’s stock a rating of SELL, since there was always the possibility that its shares could rally in the short term on any positive data.That’s precisely what has happened. Since the publication of my latest article on Tesla in May, its shares have appreciated by ~20%. However, after the latest rally, the shares are once again starting to lose their momentum, primarily due to the release of the relatively weak earnings report for Q2 a couple of weeks ago. It indicated that the macro challenges are making it harder for the business to deliver a solid bottom-line performance.While Tesla reported that its revenues during the recent quarter increased by 2.3% Y/Y to $25.5 billion and were above expectations by $760 million, its non-GAAP EPS of $0.52 was below the consensus by $0.10. At the same time, the company’s quarterly deliveries fell for the second quarter in a row as it delivered 443,956 vehicles in Q2, down 4.8% Y/Y. What’s more, is that Tesla has once again delayed its robotaxi event and at this point, it could take years before we see an actual robotaxi fleet on the streets. Moreover, there’s a possibility that Tesla will invest in AI startup xAI, which has already been receiving Nvidia (NVDA) chips that were meant for Tesla on Elon Musk’s orders.However, what matters the most at this point is that the challenges that Tesla faces continue to mount, and no events or investments in other businesses are likely to help the company quickly improve its state of affairs. The biggest issue that Tesla currently faces is the compression of margins. If we look closely at the latest numbers, we’ll see that gross margins, operating margins, and EBITDA margins, all were down Y/Y in Q2. At the same time, Tesla has experienced a second straight quarterly net income decline and what’s worse is that out of $1.48 billion in net income, $890 million came as regulatory credits. This indicates that even the organic growth is relatively weak at this stage.All of this is due to the rising competition within the EV industry and the ongoing price war between EV manufacturers, that has already diminished Tesla’s ability to expand its margins and deliver a solid bottom-line performance. The major problem here is that it’s unlikely that things are about to change for the better anytime soon.In a recent conference call, CEO Elon Musk admitted that the discounting in the EV sector has made it difficult for Tesla to thrive. At the same time, the rise of affordable Chinese cars is likely partially responsible for the weaker guidance for the rest of the year. Recently, Tesla’s management noted that the company’s vehicle volume growth rate this year may be notably lower in comparison to the previous fiscal year.On top of all of that, the rising geopolitical risks threaten to significantly disrupt Tesla’s business model, which is exposed to the globalized supply chain. The IMF warns that further trade restrictions could wipe out 7% of the global GDP and would likely prevent the recovery of the global economy. Tesla has already put on hold its plan to build a factory in Mexico, due to tariff concerns. Chinese policy analysts don’t believe that Sino-American relations will improve and lead to the end of the ongoing trade war after the Presidential elections in November.At the same time, the European Union last month increased tariffs on most Chinese-made electric vehicles. Considering that Tesla produces only Model Y in Europe and imports Model 3 there from China, there’s a risk that its performance in Europe will be negatively affected in the future, as it already raised prices on the old continent. Given that the company is already experiencing a deterioration of margins, the worsening macro environment makes it even harder for Tesla to improve the situation to its favor.What’s Next For Tesla’s Shares?With all of that in mind, it makes sense to assume that Tesla, at the very least, would be an extremely volatile investment in the foreseeable future. To figure out whether its shares offer any margin of safety, I’ve updated my DCF model, which can be seen below.The model from the previous article from May showed Tesla’s fair value to be $128.49 per share. The major thing that was changed in the updated model below is the revenue growth rate for FY24 and beyond, which was decreased and currently closely correlates with the street expectations. Recently, Tesla has received dozens of revenue downward revisions, which indicates that the street also expects weaker growth in part due to the rise of several challenges described earlier in this article. All the other assumptions in the model remained the same as before, as they're unlikely to significantly change at this stage.Tesla's DCF Model ( Historical Data: Seeking Alpha, Assumptions: Author)The updated model shows that Tesla’s fair value is $119.46 per share, which represents a downside of ~42% from the current market price.Tesla's DCF Model ( Historical Data: Seeking Alpha, Assumptions: Author)Considering that Tesla currently trades at over 85 times its forward earnings and over 6 times its forward sales, while Seeking Alpha’s Quant system gives it a rating of F for valuation, it makes sense to assume that the company is extremely overvalued at the current price.The Growth Opportunities Are Still Out ThereWhile Tesla faces major challenges right now, there are nevertheless several positive developments going on that can help the company find a way to improve its performance in the future.Considering that the American GDP is growing at a better-than-expected rate while interest rate cuts appear to be around the corner, there’s a possibility that the U.S. economy will accelerate even more in the second half of the year. This would help Tesla and all the other carmakers boost their sales. Even if we see an improvement in deliveries in Q3, then the shares could once again rally, as it could be interpreted as a sign that things are changing for the better.At the same time, the potential release of a more affordable vehicle in 2025 could also help Tesla diminish the Chinese threat, outlive its weaker competitors due to its sizable war chest, and gain additional market share in the end. All of this could make investors once again excited about Tesla’s future and propel its shares to higher levels.The Bottom LineDespite facing a significant number of challenges, it would be ignorant not to pay attention to several growth catalysts that could revive the investors’ confidence and once again boost Tesla’s shares in the future.However, it also makes no sense to believe that any momentum could be long-lived, given the recent weaker bottom-line performance and the deterioration of margins. That’s why it’s difficult to justify a long position in Tesla right now. This is especially true, since it’s not the same solid investment as it was during the pre-covid and early COVID-19 days. That was when the aggressive increase in sales in a much better environment propelled the shares to exuberant multiples at which they traded for a significant amount of time.The environment is much different right now and the rising geopolitical challenges could negatively affect Tesla’s business model, which significantly relies on the undisrupted globalization, which appears to be fading away. The constant delay of its other products along with Elon Musk’s involvement in politics and his other business endeavors also make Tesla a less attractive investment.The only reason why I’m not giving Tesla, Inc. a rating of Sell and stick with Hold is because it’s a battleground stock with a major cult following. Such stocks typically trade at an exuberant valuation for a long time and experience a major depreciation, mostly when there’s an overall market selloff or the underlying company reports weak earnings.Recently, Tesla’s shares have already depreciated due to the overall selloff and a weak earnings report. However, they nevertheless could find a technical support level around the current market price and trade there until the next earnings report is released a few months from now. That’s why, even though Tesla’s fundamentals are relatively weak, its stock could continue to trade at exuberant multiples for a while.","news_type":1},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":225957795344424,"gmtCreate":1696222695097,"gmtModify":1696222699485,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"BS article&nbsp;","listText":"BS article&nbsp;","text":"BS article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/225957795344424","repostId":"2372900802","repostType":2,"repost":{"id":"2372900802","kind":"highlight","pubTimestamp":1696217976,"share":"https://ttm.financial/m/news/2372900802?lang=&edition=fundamental","pubTime":"2023-10-02 11:39","market":"us","language":"en","title":"Why a US Recession Is Still Likely — and Coming Soon","url":"https://stock-news.laohu8.com/highlight/detail?id=2372900802","media":"Bloomberg","summary":"WASHINGTON - When everyone expects a soft landing, brace for impact. That’s the lesson of recent economic history - and it’s an uncomfortable one for the United States right now.A summer in which infl","content":"<html><head></head><body><p>WASHINGTON - When everyone expects a soft landing, brace for impact. That’s the lesson of recent economic history - and it’s an uncomfortable one for the United States right now.</p><p>A summer in which inflation trended lower, jobs remained plentiful and consumers kept spending has bolstered confidence - not least at the Federal Reserve - that the world’s biggest economy will avoid recession.</p><p>A last-minute deal to avoid a government shutdown kicks one immediate risk a little further into the future. But a major auto strike, the resumption of student-loan repayments, and a shutdown that may yet come back after the stop-gap spending deal lapses, could easily shave a percentage point off GDP growth in the fourth quarter.</p><p>Add those shocks to other powerful forces at work on the economy - from dwindling pandemic savings to soaring interest rates and now oil prices too - and the combined impact could be enough to tip the US into a downturn as early as this year.</p><p>The bottom line: history, and data, suggest the consensus has gotten a little too complacent — just as it did before every US downturn of the past four decades.</p><p>Here are six reasons why a recession remains Bloomberg Economics’ base case.</p><h2 id=\"id_2184978695\">Soft landing calls always precede recessions</h2><p>“The most likely outcome is that the economy will move forward toward a soft landing.” So said then-San Francisco Fed President Janet Yellen in October 2007, just two months before the Great Recession began. Ms Yellen wasn’t alone in her optimism. With alarming regularity, soft landing calls peak before hard landings hit.</p><p>Why do economists find it so difficult to anticipate recessions? One reason is simply the way forecasting works. It typically assumes that what happens next in the economy will be some kind of extension of what’s already happened - a linear process, in the jargon. But recessions are non-linear events.</p><h2 id=\"id_1283813340\">Fed hikes about to bite hard</h2><p>Soft-landing optimists point out that stocks have had a good year, manufacturing is bottoming out and housing reaccelerating. The trouble is, those are the areas that have the shortest lag time from rate hikes to real-world impact.</p><p>For the parts of the economy that matter for making the recession call - above all the labour market - lags are longer, typically 18 to 24 months.</p><p>That means the full force of the Fed’s hikes - 525 basis points since early 2022 - won’t be felt until the end of this year or early 2024. When that happens, it will provide a fresh impetus for stocks and housing to turn down. It’s premature to say the economy has weathered that storm.</p><p>And the Fed may not even be done hiking yet. In their latest projections, central bankers penciled in one more rate increase.</p><p>More On This Topic</p><p>Odds stacked against US economy avoiding recession</p><p>Last-gasp drama moves US away from government shutdown</p><h2 id=\"id_3080560369\">Downturn hiding in plain sight in forecasts</h2><p>Against the backdrop of that monetary squeeze, it’s little wonder that some indicators are already flashing warning signs. Bloomberg Economics took a closer look at measures that are especially important for the eminent academics who’ll officially declare whether the US is in recession or not.</p><p>That determination, by the National Bureau of Economic Research (NBER), typically isn’t made until several months after the recession actually began. But the NBER’s slump-dating committee identifies six indicators that weigh heavily in the decision, including measures of income, employment, consumer spending and factory output.</p><p>Using consensus forecasts for those key numbers, Bloomberg Economics built a model to mimic the committee’s decision-making process in real time. It works fairly well to match past calls. What it says about the future: There’s a better-than-even chance that sometime next year, the NBER will declare that a US recession began in the closing months of 2023.</p><h2 id=\"id_2881824929\">New shocks to hit</h2><p>That assessment is mostly based on forecasts delivered over the past few weeks - which might not capture some new threats that are threatening to knock the economy off course. Among them:</p><p><strong>Auto strike: </strong>The United Auto Workers union has called a walkout at America’s Big Three auto firms, the first time they’ve all been targeted at the same time. It expanded the strike on Friday to encompass some 25,000 workers. The industry’s long supply chains means stoppages can have an outsize impact. In 1998, a 54-day strike of 9,200 workers at GM triggered a 150,000 drop in employment.</p><p><strong>Student bills: </strong>Millions of Americans will start getting student-loan bills again this month, after the 3 1/2-year pandemic freeze expired. The resumption of payments could shave off another 0.2-0.3 per cent from annualised growth in the fourth quarter.</p><p><strong>Oil spike: </strong>A surge in crude prices - hitting every household in the wallet - is one of the handful of truly reliable indicators that a downturn is coming. Oil prices have climbed nearly US$25 from their summer lows, pushing above US$95 a barrel.</p><p><strong>Global slump: </strong>The rest of the world could drag the US down. The second-biggest economy, China, is mired in a real-estate crisis. In the euro area, lending is contracting at a faster pace than in the nadir of the sovereign debt crisis - a sign that already-stagnant growth is set to move lower.</p><p><strong>Government shutdown:</strong> A 45-day deal to keep the government open has kicked one risk from October into November - a point where it could end up doing more damage to the fourth quarter GDP numbers. Bloomberg Economics estimates that each week of shutdown takes about 0.2 percentage point off annualised GDP growth, with most but not all of that recouped once the government re-opens.</p><p>At the core of the soft-landing argument is the strength of household spending. Unfortunately, history suggests that’s not a good guide to whether a recession is imminent or not - typically the US consumer keeps buying right up until the brink.</p><p>What’s more, the extra savings that Americans amassed in the pandemic - thanks to stimulus checks and lockdowns - are running out. There’s a debate over how fast, but the San Francisco Fed calculated that they’d all gone by the end of September. Bloomberg calculations show that the poorest 80 per cent of the population now have less cash on hand than they did before Covid-19.</p><p>The past summer saw Americans splurge on a wave of hit entertainment. The Barbie and Oppenheimer movies, and sellout concert tours by Beyonce and Taylor Swift, added a remarkable US$8.5 billion to third quarter GDP. That looks like a last hurrah. With savings exhausted and concerts over, powerful consumption drivers have been replaced by a blank space.</p><p>Revealing about the shape of things to come: Credit-card delinquency rates have surged, notably among younger Americans, and parts of the auto-loan market are turning bad too.</p><p>One indicator that does have a good track record of anticipating downturns is the Fed’s survey of senior loan officers at banks, known as the SLOOS.</p><p>The latest reading shows that about half of large and mid-sized banks are imposing tougher criteria for commercial and industrial loans. Aside from the pandemic period, that’s the highest share since the 2008 financial crisis. The impact is set to be felt in the fourth quarter of this year – and when businesses can’t borrow as easily, it usually leads to weaker investment and hiring.</p><p>More On This Topic</p><p>Fuel that powers global economy is flashing recession signs</p><h2 id=\"id_3006241630\">Arguments for a soft landing</h2><p>Of course, the optimists can also marshal some strong evidence.</p><p><strong>Vacancies: </strong>A key part of the case for a hard landing rests on the view that the labour market is overheated, and cooling it will require a rise in unemployment. But perhaps there’s a less painful path? That’s the argument made by Fed Governor Chris Waller and staff economist Andrew Figura in summer 2022: that a drop in vacancies might take the heat out of wage gains, even as unemployment stayed low. So far, the data is falling in line with their argument.</p><p><strong>Productivity: </strong>In the late 1990s, rapid productivity gains - the result of the IT revolution - allowed the economy to outperform without the Fed having to hit the brakes too hard. Fast forward to 2023, and the creative destruction sparked by the pandemic, plus the potential in artificial intelligence and other new technologies, might mean a fresh surge in productivity - keeping growth on track and inflation in check.</p><p><strong>Bidenomics:</strong> President Joe Biden’s embrace of industrial policy - he’s been doling out subsidies to the electric vehicle and semiconductor industries - hasn’t won him any friends among free market fundamentalists. But it has sparked higher business investment, another factor that could keep the economy growing.</p><p><strong>Damp squibs:</strong> Some of the anticipated shocks could be too small to move the dial. If the auto strike ends quickly, the government stays open, and student loan repayments are at the low end of our estimates - the Biden administration is offering new programs to cushion the impact - then the drag on fourth quarter GDP could end up being a rounding error. Our recession call isn’t dependent on all those shocks hitting, but if none of them do the chances come down.</p><p>A soft landing remains possible. Is it the most likely outcome, though?</p><p>With the US confronting the combined impact of Fed hikes, auto strikes, student loan repayments, higher oil prices, and global slowdown we think not. </p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why a US Recession Is Still Likely — and Coming Soon</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 a US Recession Is Still Likely — and Coming Soon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-02 11:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-10-01/6-reasons-why-a-us-recession-is-likely-and-coming-soon?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>WASHINGTON - When everyone expects a soft landing, brace for impact. That’s the lesson of recent economic history - and it’s an uncomfortable one for the United States right now.A summer in which ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-10-01/6-reasons-why-a-us-recession-is-likely-and-coming-soon?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2023-10-01/6-reasons-why-a-us-recession-is-likely-and-coming-soon?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2372900802","content_text":"WASHINGTON - When everyone expects a soft landing, brace for impact. That’s the lesson of recent economic history - and it’s an uncomfortable one for the United States right now.A summer in which inflation trended lower, jobs remained plentiful and consumers kept spending has bolstered confidence - not least at the Federal Reserve - that the world’s biggest economy will avoid recession.A last-minute deal to avoid a government shutdown kicks one immediate risk a little further into the future. But a major auto strike, the resumption of student-loan repayments, and a shutdown that may yet come back after the stop-gap spending deal lapses, could easily shave a percentage point off GDP growth in the fourth quarter.Add those shocks to other powerful forces at work on the economy - from dwindling pandemic savings to soaring interest rates and now oil prices too - and the combined impact could be enough to tip the US into a downturn as early as this year.The bottom line: history, and data, suggest the consensus has gotten a little too complacent — just as it did before every US downturn of the past four decades.Here are six reasons why a recession remains Bloomberg Economics’ base case.Soft landing calls always precede recessions“The most likely outcome is that the economy will move forward toward a soft landing.” So said then-San Francisco Fed President Janet Yellen in October 2007, just two months before the Great Recession began. Ms Yellen wasn’t alone in her optimism. With alarming regularity, soft landing calls peak before hard landings hit.Why do economists find it so difficult to anticipate recessions? One reason is simply the way forecasting works. It typically assumes that what happens next in the economy will be some kind of extension of what’s already happened - a linear process, in the jargon. But recessions are non-linear events.Fed hikes about to bite hardSoft-landing optimists point out that stocks have had a good year, manufacturing is bottoming out and housing reaccelerating. The trouble is, those are the areas that have the shortest lag time from rate hikes to real-world impact.For the parts of the economy that matter for making the recession call - above all the labour market - lags are longer, typically 18 to 24 months.That means the full force of the Fed’s hikes - 525 basis points since early 2022 - won’t be felt until the end of this year or early 2024. When that happens, it will provide a fresh impetus for stocks and housing to turn down. It’s premature to say the economy has weathered that storm.And the Fed may not even be done hiking yet. In their latest projections, central bankers penciled in one more rate increase.More On This TopicOdds stacked against US economy avoiding recessionLast-gasp drama moves US away from government shutdownDownturn hiding in plain sight in forecastsAgainst the backdrop of that monetary squeeze, it’s little wonder that some indicators are already flashing warning signs. Bloomberg Economics took a closer look at measures that are especially important for the eminent academics who’ll officially declare whether the US is in recession or not.That determination, by the National Bureau of Economic Research (NBER), typically isn’t made until several months after the recession actually began. But the NBER’s slump-dating committee identifies six indicators that weigh heavily in the decision, including measures of income, employment, consumer spending and factory output.Using consensus forecasts for those key numbers, Bloomberg Economics built a model to mimic the committee’s decision-making process in real time. It works fairly well to match past calls. What it says about the future: There’s a better-than-even chance that sometime next year, the NBER will declare that a US recession began in the closing months of 2023.New shocks to hitThat assessment is mostly based on forecasts delivered over the past few weeks - which might not capture some new threats that are threatening to knock the economy off course. Among them:Auto strike: The United Auto Workers union has called a walkout at America’s Big Three auto firms, the first time they’ve all been targeted at the same time. It expanded the strike on Friday to encompass some 25,000 workers. The industry’s long supply chains means stoppages can have an outsize impact. In 1998, a 54-day strike of 9,200 workers at GM triggered a 150,000 drop in employment.Student bills: Millions of Americans will start getting student-loan bills again this month, after the 3 1/2-year pandemic freeze expired. The resumption of payments could shave off another 0.2-0.3 per cent from annualised growth in the fourth quarter.Oil spike: A surge in crude prices - hitting every household in the wallet - is one of the handful of truly reliable indicators that a downturn is coming. Oil prices have climbed nearly US$25 from their summer lows, pushing above US$95 a barrel.Global slump: The rest of the world could drag the US down. The second-biggest economy, China, is mired in a real-estate crisis. In the euro area, lending is contracting at a faster pace than in the nadir of the sovereign debt crisis - a sign that already-stagnant growth is set to move lower.Government shutdown: A 45-day deal to keep the government open has kicked one risk from October into November - a point where it could end up doing more damage to the fourth quarter GDP numbers. Bloomberg Economics estimates that each week of shutdown takes about 0.2 percentage point off annualised GDP growth, with most but not all of that recouped once the government re-opens.At the core of the soft-landing argument is the strength of household spending. Unfortunately, history suggests that’s not a good guide to whether a recession is imminent or not - typically the US consumer keeps buying right up until the brink.What’s more, the extra savings that Americans amassed in the pandemic - thanks to stimulus checks and lockdowns - are running out. There’s a debate over how fast, but the San Francisco Fed calculated that they’d all gone by the end of September. Bloomberg calculations show that the poorest 80 per cent of the population now have less cash on hand than they did before Covid-19.The past summer saw Americans splurge on a wave of hit entertainment. The Barbie and Oppenheimer movies, and sellout concert tours by Beyonce and Taylor Swift, added a remarkable US$8.5 billion to third quarter GDP. That looks like a last hurrah. With savings exhausted and concerts over, powerful consumption drivers have been replaced by a blank space.Revealing about the shape of things to come: Credit-card delinquency rates have surged, notably among younger Americans, and parts of the auto-loan market are turning bad too.One indicator that does have a good track record of anticipating downturns is the Fed’s survey of senior loan officers at banks, known as the SLOOS.The latest reading shows that about half of large and mid-sized banks are imposing tougher criteria for commercial and industrial loans. Aside from the pandemic period, that’s the highest share since the 2008 financial crisis. The impact is set to be felt in the fourth quarter of this year – and when businesses can’t borrow as easily, it usually leads to weaker investment and hiring.More On This TopicFuel that powers global economy is flashing recession signsArguments for a soft landingOf course, the optimists can also marshal some strong evidence.Vacancies: A key part of the case for a hard landing rests on the view that the labour market is overheated, and cooling it will require a rise in unemployment. But perhaps there’s a less painful path? That’s the argument made by Fed Governor Chris Waller and staff economist Andrew Figura in summer 2022: that a drop in vacancies might take the heat out of wage gains, even as unemployment stayed low. So far, the data is falling in line with their argument.Productivity: In the late 1990s, rapid productivity gains - the result of the IT revolution - allowed the economy to outperform without the Fed having to hit the brakes too hard. Fast forward to 2023, and the creative destruction sparked by the pandemic, plus the potential in artificial intelligence and other new technologies, might mean a fresh surge in productivity - keeping growth on track and inflation in check.Bidenomics: President Joe Biden’s embrace of industrial policy - he’s been doling out subsidies to the electric vehicle and semiconductor industries - hasn’t won him any friends among free market fundamentalists. But it has sparked higher business investment, another factor that could keep the economy growing.Damp squibs: Some of the anticipated shocks could be too small to move the dial. If the auto strike ends quickly, the government stays open, and student loan repayments are at the low end of our estimates - the Biden administration is offering new programs to cushion the impact - then the drag on fourth quarter GDP could end up being a rounding error. Our recession call isn’t dependent on all those shocks hitting, but if none of them do the chances come down.A soft landing remains possible. Is it the most likely outcome, though?With the US confronting the combined impact of Fed hikes, auto strikes, student loan repayments, higher oil prices, and global slowdown we think not.","news_type":1},"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214145143787776,"gmtCreate":1693321192421,"gmtModify":1693321675605,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/SOXL 20230922 20.0 CALL\">$SOXL 20230922 20.0 CALL$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/OPT/SOXL 20230922 20.0 CALL\">$SOXL 20230922 20.0 CALL$ &nbsp;</a>","text":"$SOXL 20230922 20.0 CALL$","images":[{"img":"https://community-static.tradeup.com/news/3e44a017e47520fce530513624b893c3","width":"898","height":"1475"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214145143787776","isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":190049864884488,"gmtCreate":1687424625711,"gmtModify":1687424628935,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"Funny&nbsp;","listText":"Funny&nbsp;","text":"Funny","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190049864884488","repostId":"2345410452","repostType":2,"repost":{"id":"2345410452","kind":"highlight","pubTimestamp":1687447562,"share":"https://ttm.financial/m/news/2345410452?lang=&edition=fundamental","pubTime":"2023-06-22 23:26","market":"us","language":"en","title":"A Bull Market Is Coming: 2 AI Growth Stocks Down 41% and 51% to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2345410452","media":"Motley Fool","summary":"These growth stocks are set to rebound when the economy regains its momentum.","content":"<html><head></head><body><p>Recession fears sent the <strong>S&amp;P 500</strong> tumbling into a bear market last year, and the benchmark index is still down 8%. But patient investors have nothing to fear from a recession. History says the economy will regain its momentum in time, and the S&amp;P 500 will find its way back to bull market territory, buoyed by secular trends like artificial intelligence (AI).</p><p>Indeed, consultancy McKinsey estimates that AI could boost global economic output by $13 trillion by 2030, and Ark Invest estimates that AI software sales will increase at 42% annually during that time period. Many companies will benefit as AI becomes more prevalent, but investors should take a close look at <strong><a href=\"https://laohu8.com/S/DDOG\">Datadog</a></strong> and <strong>Cognex</strong> right now.</p><p>Shares of Datadog and Cognex are currently down 51% and 41% since 2020, respectively, but both businesses are bursting with potential. Here&#39;s why these growth stocks are worth buying today.</p><h2>1. Datadog</h2><p>Digital transformation helps enterprises stay relevant and better serve their customers, but it also makes IT environments more complex. Enterprises depend on an ever-growing number of software systems, and they are often spread across private data centers and public clouds. Keeping those systems performant and secure is critical.</p><p>Datadog provides observability and security software that gives clients real-time visibility across their IT infrastructure, helping them identify and resolve performance and security issues. Its platform integrates more than a dozen different software products and it features more than 600 turnkey integrations that simplify deployment. Its software also leans on artificial intelligence (AI) to automate anomaly detection, root cause analysis, and incident alerts, which ultimately helps development, operations, and security teams work more efficiently.</p><p>Datadog reported reasonable financial results in the first quarter, especially in the context of difficult economic environment. Its customer count climbed 29% and the average customer increased spend by more than 30%, evidencing the value created by its platform. In turn, revenue climbed 33% to $482 million and non-GAAP earnings rose 17% to $0.28 per diluted share.</p><p>Looking ahead, Datadog is well positioned to maintain or even accelerate its growth trajectory as economic conditions improve. Industry experts have recognized its leadership in several observability software verticals. For instance, consultancy <strong>Gartner</strong> says Datadog is a leader in application performance monitoring, <strong>Forrester Research</strong> says the company is a leader in AI for IT operations, and G2 says Datadog a leader in cloud infrastructure and server monitoring.</p><p>The company has also displayed a remarkable capacity for innovation throughout its history, adding new products to its portfolio on a regular basis. That quality, coupled with the growing need for observability and security software, is driving its total addressable market (TAM) higher. Datadog believes its TAM will reach $62 billion by 2026, up from $41 billion in 2021.</p><p>Currently, shares trade at 16.9 times sales, a bargain compared to the three-year average of 37.7 times sales. That multiple is far from cheap, but high-quality businesses like Datadog often command premium valuations, so investors should take advantage of the discounted price. Now is a good time to buy a small position in this growth stock.</p><h2>2. Cognex</h2><p>Cognex specializes in industrial machine vision, a technology that uses cameras and AI software to give factory equipment the ability to see, recognize, and analyze objects. Its machine vision systems are most commonly used in automotive, electronics, and logistics end markets, where they identify, measure, and inspect parts and packages to automate the manufacturing, distribution, and quality assurance processes.</p><p>Hardware vendors like Cognex tend to be cyclical businesses, meaning they typically see periods of expansion followed by periods of contraction, simply because customers can go years without refreshing their hardware. The cyclical nature of the machine vision industry was particularly evident over the last year. Many e-commerce businesses invested heavily in logistics infrastructure during the pandemic, but they have since cut spending to absorb excess capacity.</p><p>That cyclicality was further magnified by the uncertain economic environment, which caused businesses to pull back more sharply on spending than they otherwise would have. That translated into disappointing financial results for Cognex in the first quarter. Revenue declined 29% to $201 million and net income dropped 61% to $0.15 per diluted share. But investors have good reason to believe Cognex can reaccelerate growth in the future, and the stock could explode during the next expansionary phase of the business cycle.</p><p>Cognex is the market leader in industrial machine vision systems, software, sensors, and barcode readers. The company currently values its addressable market at $6.5 billion, and it believes that figure will grow at 13% annually over the long term. But management is guiding for long-term revenue growth of 15% annually, meaning Cognex is confident in its ability to take share and reinforce its market leadership.</p><p>With that in mind, shares trade at 10.5 times sales, a discount to the three-year average of 12.1 times sales. That creates a reasonable buying opportunity for patient investors.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Bull Market Is Coming: 2 AI Growth Stocks Down 41% and 51% to Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA Bull Market Is Coming: 2 AI Growth Stocks Down 41% and 51% to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-22 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/06/21/bull-market-coming-2-ai-growth-stocks-to-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recession fears sent the S&P 500 tumbling into a bear market last year, and the benchmark index is still down 8%. But patient investors have nothing to fear from a recession. History says the economy ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/06/21/bull-market-coming-2-ai-growth-stocks-to-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CGNX":"康耐视科技","DDOG":"Datadog"},"source_url":"https://www.fool.com/investing/2023/06/21/bull-market-coming-2-ai-growth-stocks-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2345410452","content_text":"Recession fears sent the S&P 500 tumbling into a bear market last year, and the benchmark index is still down 8%. But patient investors have nothing to fear from a recession. History says the economy will regain its momentum in time, and the S&P 500 will find its way back to bull market territory, buoyed by secular trends like artificial intelligence (AI).Indeed, consultancy McKinsey estimates that AI could boost global economic output by $13 trillion by 2030, and Ark Invest estimates that AI software sales will increase at 42% annually during that time period. Many companies will benefit as AI becomes more prevalent, but investors should take a close look at Datadog and Cognex right now.Shares of Datadog and Cognex are currently down 51% and 41% since 2020, respectively, but both businesses are bursting with potential. Here's why these growth stocks are worth buying today.1. DatadogDigital transformation helps enterprises stay relevant and better serve their customers, but it also makes IT environments more complex. Enterprises depend on an ever-growing number of software systems, and they are often spread across private data centers and public clouds. Keeping those systems performant and secure is critical.Datadog provides observability and security software that gives clients real-time visibility across their IT infrastructure, helping them identify and resolve performance and security issues. Its platform integrates more than a dozen different software products and it features more than 600 turnkey integrations that simplify deployment. Its software also leans on artificial intelligence (AI) to automate anomaly detection, root cause analysis, and incident alerts, which ultimately helps development, operations, and security teams work more efficiently.Datadog reported reasonable financial results in the first quarter, especially in the context of difficult economic environment. Its customer count climbed 29% and the average customer increased spend by more than 30%, evidencing the value created by its platform. In turn, revenue climbed 33% to $482 million and non-GAAP earnings rose 17% to $0.28 per diluted share.Looking ahead, Datadog is well positioned to maintain or even accelerate its growth trajectory as economic conditions improve. Industry experts have recognized its leadership in several observability software verticals. For instance, consultancy Gartner says Datadog is a leader in application performance monitoring, Forrester Research says the company is a leader in AI for IT operations, and G2 says Datadog a leader in cloud infrastructure and server monitoring.The company has also displayed a remarkable capacity for innovation throughout its history, adding new products to its portfolio on a regular basis. That quality, coupled with the growing need for observability and security software, is driving its total addressable market (TAM) higher. Datadog believes its TAM will reach $62 billion by 2026, up from $41 billion in 2021.Currently, shares trade at 16.9 times sales, a bargain compared to the three-year average of 37.7 times sales. That multiple is far from cheap, but high-quality businesses like Datadog often command premium valuations, so investors should take advantage of the discounted price. Now is a good time to buy a small position in this growth stock.2. CognexCognex specializes in industrial machine vision, a technology that uses cameras and AI software to give factory equipment the ability to see, recognize, and analyze objects. Its machine vision systems are most commonly used in automotive, electronics, and logistics end markets, where they identify, measure, and inspect parts and packages to automate the manufacturing, distribution, and quality assurance processes.Hardware vendors like Cognex tend to be cyclical businesses, meaning they typically see periods of expansion followed by periods of contraction, simply because customers can go years without refreshing their hardware. The cyclical nature of the machine vision industry was particularly evident over the last year. Many e-commerce businesses invested heavily in logistics infrastructure during the pandemic, but they have since cut spending to absorb excess capacity.That cyclicality was further magnified by the uncertain economic environment, which caused businesses to pull back more sharply on spending than they otherwise would have. That translated into disappointing financial results for Cognex in the first quarter. Revenue declined 29% to $201 million and net income dropped 61% to $0.15 per diluted share. But investors have good reason to believe Cognex can reaccelerate growth in the future, and the stock could explode during the next expansionary phase of the business cycle.Cognex is the market leader in industrial machine vision systems, software, sensors, and barcode readers. The company currently values its addressable market at $6.5 billion, and it believes that figure will grow at 13% annually over the long term. But management is guiding for long-term revenue growth of 15% annually, meaning Cognex is confident in its ability to take share and reinforce its market leadership.With that in mind, shares trade at 10.5 times sales, a discount to the three-year average of 12.1 times sales. That creates a reasonable buying opportunity for patient investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188910296793136,"gmtCreate":1687146379243,"gmtModify":1687146383047,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"Bull market? Still too early to say that&nbsp;","listText":"Bull market? Still too early to say that&nbsp;","text":"Bull market? Still too early to say that","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188910296793136","repostId":"2344912103","repostType":2,"repost":{"id":"2344912103","kind":"highlight","pubTimestamp":1687142700,"share":"https://ttm.financial/m/news/2344912103?lang=&edition=fundamental","pubTime":"2023-06-19 10:45","market":"us","language":"en","title":"The S&P 500 Has Entered a Bull Market, but Will It Last?","url":"https://stock-news.laohu8.com/highlight/detail?id=2344912103","media":"Markets Insider","summary":"Are we in a bear or bull market?The S&P 500 has pushed its way into a new bull market, but experts are torn over whether the rally can last.AI hype and resilient earnings from US companies have driven the rally in 2023.But that comes as experts warn that the US is close to tipping into a recession.Sign up for our newsletter to get the inside scoop on what traders are talking about — delivered daily to your inbox.David Rosenberg, founder of Rosenberg ResearchThe rally in stocks isn't backed by fundamentals and it won't last long, as the US is practically guaranteed to enter a recession this year, according to top economist David Rosenberg.That's because the S&P 500's strong performance this year is at odds with economic data, Rosenberg said. Unemployment claims, for instance, rose another 1,000 to 262,000 over the past week, sticking to the highest level si","content":"<html><head></head><body><ul><li><p>The S&amp;P 500 has pushed its way into a new bull market, but experts are torn over whether the rally can last.</p></li><li><p>AI hype and resilient earnings from US companies have driven the rally in 2023.</p></li><li><p>But that comes as experts warn that the US is close to tipping into a recession. </p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cbfd04758992779cc5e35d62044371b\" alt=\"Are we in a bear or bull market? Here&#39;s how they compare undefined undefined/ Getty Images\" title=\"Are we in a bear or bull market? Here&#39;s how they compare undefined undefined/ Getty Images\" tg-width=\"700\" tg-height=\"350\"/><span>Are we in a bear or bull market? Here&#39;s how they compare undefined undefined/ Getty Images</span></p><p style=\"text-align: left;\">The S&amp;P 500 is now up over 20% from its low in October, a technical signal that it is officially in a new bull market — but Wall Street remains torn on whether the current rally is truly the start of a new bull run, or a head fake before stocks inevitably crash again. </p><p style=\"text-align: left;\">The benchmark index has largely been boosted by the rally in mega-cap tech stocks, thanks to Wall Street&#39;s enthusiasm for artificial intelligence. Analysts say AI could boost productivity, profits, and take stocks higher in coming years, overlooking concerns for now that a dot-com style bubble is forming in the sector. </p><p style=\"text-align: left;\">Experts remain concerned about a looming recession, with alarms coming from all sorts of economic indicators, from falling cardboard demand to declining RV sales. The US now has a 70% chance of tipping into recession by May 2024, per the latest projections from the New York Fed – an event that could easily throw the rally in stocks to the wayside. </p><p style=\"text-align: left;\">Here&#39;s what Wall Street commentators have to say on whether the current rally in stocks still has room to run. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd1c0cf6fd28cce3db3c453cdfa0c5e\" alt=\"Screenshot via Bloomberg TV\" title=\"Screenshot via Bloomberg TV\" tg-width=\"1000\" tg-height=\"500\"/><span>Screenshot via Bloomberg TV</span></p><h2 style=\"text-align: left;\">David Rosenberg, founder of Rosenberg Research</h2><p style=\"text-align: left;\">The rally in stocks isn&#39;t backed by fundamentals and it won&#39;t last long, as the US is practically guaranteed to enter a recession this year, according to top economist David Rosenberg.</p><p style=\"text-align: left;\">That&#39;s because the S&amp;P 500&#39;s strong performance this year is at odds with economic data, Rosenberg said. Unemployment claims, for instance, rose another 1,000 to 262,000 over the past week, sticking to the highest level since October 2021.</p><p style=\"text-align: left;\">Meanwhile, rising interest rates over the past year are tightening financial conditions, making recession more likely. And though central bankers kept rates steady at their policy meeting on Wednesday, officials suggested more hikes could be in store later this year as inflation remains a threat.</p><p style=\"text-align: left;\">&#34;This market continues to be nothing more than a short-term momentum play,&#34; Rosenberg said in a recent note. &#34;You can believe the press headlines or you can believe the leading indicators — which suggest that we do indeed have a 99.15% chance of an official NBER-defined recession,&#34; he said.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e513ecd2a306c6a5b2bda24c840b16f\" alt=\"Steve Marcus/Reuters\" title=\"Steve Marcus/Reuters\" tg-width=\"1000\" tg-height=\"500\"/><span>Steve Marcus/Reuters</span></p><h2 style=\"text-align: left;\">Jeremy Siegel, economist and Wharton School professor of finance</h2><p style=\"text-align: left;\">Investors can expect the rally in stocks to end as the US enters a mild recession this year, according to top economist Jeremy Siegel. </p><p style=\"text-align: left;\">Siegel has been a loud critic of the Fed policy in the last year, and has urged central bankers to pull back on interest rates increases in order to avoid causing a recession. </p><p style=\"text-align: left;\">Though he previously predicted a 15% increase for the S&amp;P 500, he&#39;s turned more bearish on the market as recession odds increase. Stocks will likely slip as the US is on the path to a shallow recession this year, he predicted, though equities are unlikely to drop back to lows reached in October of last year. </p><p style=\"text-align: left;\">&#34;This recent bull market move is no guarantee we are out of the woods from the downturn,&#34; Siegel said in his weekly commentary piece for WisdomTree on Monday. &#34;I remain cautious and I do not think we have the start of a major up move here,&#34; he added.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17b230be2b24f78156b4d13acdf659cf\" alt=\"Bloomberg\" title=\"Bloomberg\" tg-width=\"1000\" tg-height=\"500\"/><span>Bloomberg</span></p><h2 style=\"text-align: left;\">Mike Wilson, Morgan Stanley CIO and chief equities strategist</h2><p style=\"text-align: left;\">The current rally in stocks is a fluke, and the bear market is still alive. Importantly, corporate earnings are set to drop through the rest of this year, which will spark a sell-0ff, according to Morgan Stanley&#39;s top stock strategist Mike Wilson.</p><p style=\"text-align: left;\">Wilson has warned of a steep earnings recession for months. Corporations are still battling inflation pressures and tighter financial conditions, which could take profits down as much as 16%, he predicted.</p><p style=\"text-align: left;\">&#34;While we believe that AI is for real and will likely lead to some substantial efficiencies that help to fight inflation, it&#39;s unlikely to prevent the earnings recession we forecast for this year,&#34; Wilson said in a recent note.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39a97dbbf16594ad5acd87138e6f2378\" alt=\"Cindy Ord/Getty Images\" title=\"Cindy Ord/Getty Images\" tg-width=\"1000\" tg-height=\"500\"/><span>Cindy Ord/Getty Images</span></p><h2 style=\"text-align: left;\">Tom Lee, Fundstrat head of research</h2><p style=\"text-align: left;\">Fundstrat&#39;s Tom Lee, among the first to call the bull market in stocks, thinks the rally has room to expand beyond the tech sector.</p><p style=\"text-align: left;\">In Lee&#39;s view, the economy is actually on the verge of an expansion, not a recession. Inflation is showing signs of softening, and businesses are actually headed for a boom in profitability. </p><p style=\"text-align: left;\">&#34;Instead of a recession unfolding, it looks like the economy is slipping into an expansion, he said in a recent interview with CNBC. &#34;I don&#39;t think stocks are extended. I think the FAANGS did the heavy lifting and I think if we are slipping into an expansion, a lot of other groups are going to participate,&#34; he later added.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5ecf0aba58e4bc4d5a7377abd0623d4\" alt=\"Brendan McDermid/Reuters\" title=\"Brendan McDermid/Reuters\" tg-width=\"1000\" tg-height=\"500\"/><span>Brendan McDermid/Reuters</span></p><h2 style=\"text-align: left;\">Goldman Sachs</h2><p style=\"text-align: left;\">The hype for AI is real and could lead the S&amp;P 500 to climb higher this year, Goldman Sachs said.</p><p style=\"text-align: left;\">The investment bank touted the potential benefits of AI, as firms adopting the technology could see a boost in productivity and therefore, a boost to earnings. That could take the S&amp;P 500 as much as 14% higher in the coming years, strategists said.</p><p style=\"text-align: left;\">And though the AI excitement has primarily boosted tech stocks, the rally could spill over into other sectors, as previous episodes of narrow market breadth have translated into a larger percentage of winning stocks in the S&amp;P 500 overall. </p><p style=\"text-align: left;\">The bank has also lowered its estimate of recession hitting the economy this year to 25%, down from a 35% chance predicted earlier this year. </p><p style=\"text-align: left;\">The S&amp;P 500 could end the year at 4,500, strategists predicted, implying around a 5% upside from current levels and a gain of about 17% for the full year. <br/></p></body></html>","source":"marketsinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The S&P 500 Has Entered a Bull Market, but Will It Last?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe S&P 500 Has Entered a Bull Market, but Will It Last?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-19 10:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://markets.businessinsider.com/news/stocks/stock-market-outlook-bull-rally-sp500-recession-ai-tech-investing-2023-06><strong>Markets Insider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 has pushed its way into a new bull market, but experts are torn over whether the rally can last.AI hype and resilient earnings from US companies have driven the rally in 2023.But that ...</p>\n\n<a href=\"https://markets.businessinsider.com/news/stocks/stock-market-outlook-bull-rally-sp500-recession-ai-tech-investing-2023-06\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4552":"Archegos爆仓风波概念","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4588":"碎股","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","BK4127":"投资银行业与经纪业","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0106831901.USD":"贝莱德世界金融基金A2","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念",".DJI":"道琼斯","BK4533":"AQR资本管理(全球第二大对冲基金)",".IXIC":"NASDAQ Composite","LU0971096721.USD":"富达环球金融服务 A",".SPX":"S&P 500 Index","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4559":"巴菲特持仓","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4550":"红杉资本持仓"},"source_url":"https://markets.businessinsider.com/news/stocks/stock-market-outlook-bull-rally-sp500-recession-ai-tech-investing-2023-06","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2344912103","content_text":"The S&P 500 has pushed its way into a new bull market, but experts are torn over whether the rally can last.AI hype and resilient earnings from US companies have driven the rally in 2023.But that comes as experts warn that the US is close to tipping into a recession. Are we in a bear or bull market? Here's how they compare undefined undefined/ Getty ImagesThe S&P 500 is now up over 20% from its low in October, a technical signal that it is officially in a new bull market — but Wall Street remains torn on whether the current rally is truly the start of a new bull run, or a head fake before stocks inevitably crash again. The benchmark index has largely been boosted by the rally in mega-cap tech stocks, thanks to Wall Street's enthusiasm for artificial intelligence. Analysts say AI could boost productivity, profits, and take stocks higher in coming years, overlooking concerns for now that a dot-com style bubble is forming in the sector. Experts remain concerned about a looming recession, with alarms coming from all sorts of economic indicators, from falling cardboard demand to declining RV sales. The US now has a 70% chance of tipping into recession by May 2024, per the latest projections from the New York Fed – an event that could easily throw the rally in stocks to the wayside. Here's what Wall Street commentators have to say on whether the current rally in stocks still has room to run. Screenshot via Bloomberg TVDavid Rosenberg, founder of Rosenberg ResearchThe rally in stocks isn't backed by fundamentals and it won't last long, as the US is practically guaranteed to enter a recession this year, according to top economist David Rosenberg.That's because the S&P 500's strong performance this year is at odds with economic data, Rosenberg said. Unemployment claims, for instance, rose another 1,000 to 262,000 over the past week, sticking to the highest level since October 2021.Meanwhile, rising interest rates over the past year are tightening financial conditions, making recession more likely. And though central bankers kept rates steady at their policy meeting on Wednesday, officials suggested more hikes could be in store later this year as inflation remains a threat.\"This market continues to be nothing more than a short-term momentum play,\" Rosenberg said in a recent note. \"You can believe the press headlines or you can believe the leading indicators — which suggest that we do indeed have a 99.15% chance of an official NBER-defined recession,\" he said.Steve Marcus/ReutersJeremy Siegel, economist and Wharton School professor of financeInvestors can expect the rally in stocks to end as the US enters a mild recession this year, according to top economist Jeremy Siegel. Siegel has been a loud critic of the Fed policy in the last year, and has urged central bankers to pull back on interest rates increases in order to avoid causing a recession. Though he previously predicted a 15% increase for the S&P 500, he's turned more bearish on the market as recession odds increase. Stocks will likely slip as the US is on the path to a shallow recession this year, he predicted, though equities are unlikely to drop back to lows reached in October of last year. \"This recent bull market move is no guarantee we are out of the woods from the downturn,\" Siegel said in his weekly commentary piece for WisdomTree on Monday. \"I remain cautious and I do not think we have the start of a major up move here,\" he added.BloombergMike Wilson, Morgan Stanley CIO and chief equities strategistThe current rally in stocks is a fluke, and the bear market is still alive. Importantly, corporate earnings are set to drop through the rest of this year, which will spark a sell-0ff, according to Morgan Stanley's top stock strategist Mike Wilson.Wilson has warned of a steep earnings recession for months. Corporations are still battling inflation pressures and tighter financial conditions, which could take profits down as much as 16%, he predicted.\"While we believe that AI is for real and will likely lead to some substantial efficiencies that help to fight inflation, it's unlikely to prevent the earnings recession we forecast for this year,\" Wilson said in a recent note.Cindy Ord/Getty ImagesTom Lee, Fundstrat head of researchFundstrat's Tom Lee, among the first to call the bull market in stocks, thinks the rally has room to expand beyond the tech sector.In Lee's view, the economy is actually on the verge of an expansion, not a recession. Inflation is showing signs of softening, and businesses are actually headed for a boom in profitability. \"Instead of a recession unfolding, it looks like the economy is slipping into an expansion, he said in a recent interview with CNBC. \"I don't think stocks are extended. I think the FAANGS did the heavy lifting and I think if we are slipping into an expansion, a lot of other groups are going to participate,\" he later added.Brendan McDermid/ReutersGoldman SachsThe hype for AI is real and could lead the S&P 500 to climb higher this year, Goldman Sachs said.The investment bank touted the potential benefits of AI, as firms adopting the technology could see a boost in productivity and therefore, a boost to earnings. That could take the S&P 500 as much as 14% higher in the coming years, strategists said.And though the AI excitement has primarily boosted tech stocks, the rally could spill over into other sectors, as previous episodes of narrow market breadth have translated into a larger percentage of winning stocks in the S&P 500 overall. The bank has also lowered its estimate of recession hitting the economy this year to 25%, down from a 35% chance predicted earlier this year. The S&P 500 could end the year at 4,500, strategists predicted, implying around a 5% upside from current levels and a gain of about 17% for the full year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184631900360808,"gmtCreate":1686100779867,"gmtModify":1686100783789,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TNA\">$Direxion Daily Small Cap Bull 3x Shares(TNA)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/TNA\">$Direxion Daily Small Cap Bull 3x Shares(TNA)$ &nbsp;</a>","text":"$Direxion Daily Small Cap Bull 3x Shares(TNA)$","images":[{"img":"https://community-static.tradeup.com/news/0c7b0b1662c02a472a5755ffab23a6af","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184631900360808","isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9944504596,"gmtCreate":1681902256915,"gmtModify":1681902260774,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944504596","isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":348485538242824,"gmtCreate":1726085601170,"gmtModify":1726110988422,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/SOXL 20240913 28.0 CALL\">$SOXL 20240913 28.0 CALL$ </a>&nbsp; Another case you should use option rather&nbsp;than holding&nbsp;the shares. A healthy bullish trend","listText":"<a href=\"https://ttm.financial/OPT/SOXL 20240913 28.0 CALL\">$SOXL 20240913 28.0 CALL$ </a>&nbsp; Another case you should use option rather&nbsp;than holding&nbsp;the shares. A healthy bullish trend","text":"$SOXL 20240913 28.0 CALL$ Another case you should use option rather than holding the shares. A healthy bullish trend","images":[{"img":"https://community-static.tradeup.com/news/80a8bc20db3e872eea04d7873f53df5f","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":162,"commentSize":1,"repostSize":10,"link":"https://ttm.financial/post/348485538242824","isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274763284018","authorId":"3479274763284018","name":"MarsBloom","avatar":"https://static.tigerbbs.com/33f31b0657bdd536143132c5bc71f66f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274763284018","authorIdStr":"3479274763284018"},"content":"$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ back to bull and keep up!","text":"$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ back to bull and keep up!","html":"$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ back to bull and keep up!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":340400075755776,"gmtCreate":1724147654237,"gmtModify":1724227747570,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$&nbsp;</a><a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$&nbsp;</a>&nbsp; When you have limited money available left&nbsp;and interested on booming stocks, option is the best method.&nbsp; Called 1 *&nbsp;36 for 0.65, and this is the results&nbsp;[Happy]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$&nbsp;</a><a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$&nbsp;</a>&nbsp; When you have limited money available left&nbsp;and interested on booming stocks, option is the best method.&nbsp; Called 1 *&nbsp;36 for 0.65, and this is the results&nbsp;[Happy]&nbsp;&nbsp;","text":"$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ When you have limited money available left and interested on booming stocks, option is the best method. Called 1 * 36 for 0.65, and this is the results [Happy]","images":[{"img":"https://community-static.tradeup.com/news/e1ce73431fa3b54af218112cc6f307ac","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":106,"commentSize":1,"repostSize":12,"link":"https://ttm.financial/post/340400075755776","isVote":1,"tweetType":1,"viewCount":874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":346580966744288,"gmtCreate":1725643907132,"gmtModify":1725866800810,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/SOXL 20240906 26.0 CALL\">$SOXL 20240906 26.0 CALL$ </a>&nbsp; Omg, you can open a 33cents call on high leverage ETF!&nbsp; With 33cents, you gaining of 100 shares profit, or lose a maximum&nbsp;33 dollar.","listText":"<a href=\"https://ttm.financial/OPT/SOXL 20240906 26.0 CALL\">$SOXL 20240906 26.0 CALL$ </a>&nbsp; Omg, you can open a 33cents call on high leverage ETF!&nbsp; With 33cents, you gaining of 100 shares profit, or lose a maximum&nbsp;33 dollar.","text":"$SOXL 20240906 26.0 CALL$ Omg, you can open a 33cents call on high leverage ETF! With 33cents, you gaining of 100 shares profit, or lose a maximum 33 dollar.","images":[{"img":"https://community-static.tradeup.com/news/2aed2cf5be48fdff1542cebec78c3e6e","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":27,"commentSize":0,"repostSize":12,"link":"https://ttm.financial/post/346580966744288","isVote":1,"tweetType":1,"viewCount":1098,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":346579345363264,"gmtCreate":1725643515487,"gmtModify":1725866822198,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/SOXL 20240906 29.0 PUT\">$SOXL 20240906 29.0 PUT$ </a>&nbsp; The option premium is dirt cheap on the last day of option expired, few dollar with massive income!!&nbsp; Option is powerful if you know how to apply :)","listText":"<a href=\"https://ttm.financial/OPT/SOXL 20240906 29.0 PUT\">$SOXL 20240906 29.0 PUT$ </a>&nbsp; The option premium is dirt cheap on the last day of option expired, few dollar with massive income!!&nbsp; Option is powerful if you know how to apply :)","text":"$SOXL 20240906 29.0 PUT$ The option premium is dirt cheap on the last day of option expired, few dollar with massive income!! Option is powerful if you know how to apply :)","images":[{"img":"https://community-static.tradeup.com/news/7143e05783e51c358213dbba629d3c93","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":23,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/346579345363264","isVote":1,"tweetType":1,"viewCount":682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":349005138264064,"gmtCreate":1726236500203,"gmtModify":1726236506531,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/SOXL 20240913 28.0 CALL\">$SOXL 20240913 28.0 CALL$ </a>&nbsp; Sold my call with profit. Reason of selling is because I can't afford to lose my earnings.&nbsp; <a href=\"https://ttm.financial/OPT/SOXL 20240913 33.5 CALL\">$SOXL 20240913 33.5 CALL$ </a>&nbsp; Rebuy 2&nbsp;call with lower premium(40 cents)&nbsp;to prevent possible&nbsp;earning missing on this&nbsp;bull trend. Options tradings&nbsp;are&nbsp;fun :)&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/SOXL 20240913 28.0 CALL\">$SOXL 20240913 28.0 CALL$ </a>&nbsp; Sold my call with profit. Reason of selling is because I can't afford to lose my earnings.&nbsp; <a href=\"https://ttm.financial/OPT/SOXL 20240913 33.5 CALL\">$SOXL 20240913 33.5 CALL$ </a>&nbsp; Rebuy 2&nbsp;call with lower premium(40 cents)&nbsp;to prevent possible&nbsp;earning missing on this&nbsp;bull trend. Options tradings&nbsp;are&nbsp;fun :)&nbsp;","text":"$SOXL 20240913 28.0 CALL$ Sold my call with profit. Reason of selling is because I can't afford to lose my earnings. $SOXL 20240913 33.5 CALL$ Rebuy 2 call with lower premium(40 cents) to prevent possible earning missing on this bull trend. Options tradings are fun :)","images":[{"img":"https://community-static.tradeup.com/news/c6ebf276ce58897905db4b886ea0581c","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/349005138264064","isVote":1,"tweetType":1,"viewCount":1381,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010961","authorId":"10000000000010961","name":"Tiger_Contra","avatar":"https://static.tigerbbs.com/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010961","authorIdStr":"10000000000010961"},"content":"🚀🚀Congratulations and trade with Cash Boost Account to give wings to your mutiple strategies. Open a CBA today and Enjoy SGD 20,000 for unlimited and 0 Commision trading on SGX, HK Stocks, US Equities and ETFS. Find out more here. Other helpful links: How to open a CBA: link here. How to link your CDP account: link here. Other FAQs on CBA: link here. Cash Boost Account Website: link here.","text":"🚀🚀Congratulations and trade with Cash Boost Account to give wings to your mutiple strategies. Open a CBA today and Enjoy SGD 20,000 for unlimited and 0 Commision trading on SGX, HK Stocks, US Equities and ETFS. Find out more here. Other helpful links: How to open a CBA: link here. How to link your CDP account: link here. Other FAQs on CBA: link here. Cash Boost Account Website: link here.","html":"🚀🚀Congratulations and trade with Cash Boost Account to give wings to your mutiple strategies. Open a CBA today and Enjoy SGD 20,000 for unlimited and 0 Commision trading on SGX, HK Stocks, US Equities and ETFS. Find out more here. Other helpful links: How to open a CBA: link here. How to link your CDP account: link here. Other FAQs on CBA: link here. Cash Boost Account Website: link here."}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":184631900360808,"gmtCreate":1686100779867,"gmtModify":1686100783789,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TNA\">$Direxion Daily Small Cap Bull 3x Shares(TNA)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/TNA\">$Direxion Daily Small Cap Bull 3x Shares(TNA)$ &nbsp;</a>","text":"$Direxion Daily Small Cap Bull 3x Shares(TNA)$","images":[{"img":"https://community-static.tradeup.com/news/0c7b0b1662c02a472a5755ffab23a6af","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184631900360808","isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":372002659,"gmtCreate":1619154471171,"gmtModify":1704720493730,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"Wait for the dip then. Like and comment?","listText":"Wait for the dip then. Like and comment?","text":"Wait for the dip then. Like and comment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/372002659","repostId":"2129336573","repostType":4,"repost":{"id":"2129336573","kind":"highlight","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":1619121680,"share":"https://ttm.financial/m/news/2129336573?lang=&edition=fundamental","pubTime":"2021-04-23 04:01","market":"us","language":"en","title":"U.S. stocks drop on news of Biden tax proposals","url":"https://stock-news.laohu8.com/highlight/detail?id=2129336573","media":"Reuters","summary":"AT&T rises on strong quarterly resultsU.S. weekly jobless claims decline furtherIndexes down: Dow 0.","content":"<ul><li>AT&amp;T rises on strong quarterly results</li><li>U.S. weekly jobless claims decline further</li><li>Indexes down: Dow 0.94%, S&amp;P 500 0.92%, Nasdaq 0.94%</li></ul><p>By Herbert Lash</p><p>NEW YORK, April 22 (Reuters) - U.S. stocks dived on Thursday on reports President Joe Biden planned to almost double the capital gains tax, news analysts said provided an excuse to take profits in a directionless market ahead of big tech's earnings next week.</p><p>The three main indexes on Wall Street also fell on reports that Biden planned to raise income taxes on the wealthy, a proposal some said would be hard to pass in Congress.</p><p>\"If it had a chance of passing, we'd be down 2,000 points,\" said Thomas Hayes, chairman and managing member at hedge fund Great Hill Capital LLC.</p><p>Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago, said when a proposal is floated about raising taxes or capital gains, everybody gets excited, sells first and asks questions later.</p><p>\"It is more of a short-term, knee-jerk reaction,\" he said.</p><p>Biden will propose raising the marginal income tax rate to 39.6% from 37% and nearly double capital gains taxes to 39.6% for people earning more than $1 million, sources told Reuters.</p><p>The proposal targets about $1 trillion for child care, universal pre-kindergarten education and paid leave for workers, the sources said.</p><p>Markets have been listless after the Dow    and S&amp;P 500&nbsp;scaled all-time peaks last week as investors await guidance from Microsoft Corp   , Google parent Alphabet Inc    and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc    when they report earnings next week.</p><p>\"Until we get out of this information vacuum the market is going to be generally directionless,\" he said. \"All that really matters moving forward is what are those big tech earnings next week?\"</p><p>During the session, the S&amp;P 500 healthcare sector hit a fresh record high while industrials were the biggest gainers.</p><p>American Airlines Group Inc and Southwest Airlines Co    reported smaller-than-expected quarterly losses, signaling a revival in travel demand. Both shares fell.</p><p>Investors welcomed data showing the number of Americans filing new claims for unemployment benefits last week dropped to a fresh <a href=\"https://laohu8.com/S/AONE\">one</a>-year low. The Labor Department report suggested layoffs were subsiding and expectations were rising for another month of blockbuster job growth in April.</p><p>The speedy U.S. vaccination rollout has improved the economic outlook as people plan summer vacations and leisure spending, but a surge in COVID-19 cases in India and elsewhere in Asia has kept investors anxious, Hayes said.</p><p>Equities have likely reached a near-term top as expectations are too high, said Randy Frederick, vice president of trading and derivatives at Charles Schwab.</p><p>\"There's going to be continued positive moves throughout the remainder of the year but we are due for some sort of a pullback in the very short term,\" he said. \"Then the dip buyers will step back in.\"</p><p>First-quarter earnings are expected to increase 31.9% from a year ago, the highest rate since the fourth quarter, according to IBES Refinitiv data.</p><p>All 11 S&amp;P 500 sectors closed lower as Microsoft, Apple Inc , Amazon.com Inc and Tesla Inc weighted the most on the downdraft.</p><p>The Dow Jones Industrial Average fell 0.94% to 33,815.9, the S&amp;P 500 lost 0.92% at 4,134.98, and the Nasdaq Composite dropped 0.94% to 13,818.41.</p><p>Volume on U.S. exchanges was 10.35 billion shares, compared with the 10.32 billion full-session average over the last 20 trading days.</p><p>Chipmaker Intel Corp forecast second-quarter revenue above Wall Street targets, betting its next generation of processors for data centers and PCs will meet growing demand for cloud-based services. Shares slipped about 1% in after-hours trade.</p><p>AT&amp;T Inc beat Wall Street revenue targets as the U.S. economic reopening following pandemic-linked restrictions boosted smartphone sales and the media business. AT&amp;T shares rose 4.2%.</p><p>Biogen Inc beat quarterly profit estimates on stronger-than-expected sales for its muscle wasting disorder drug, though concerns over its reliance on its yet-to-be approved Alzheimer's therapy, aducanumab, weighed on shares. Biogen shares fell 4.0%.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.57-to-1 ratio; on Nasdaq, a 1.04-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 84 new 52-week highs and no new lows; the Nasdaq Composite recorded 86 new highs and 20 new lows. (Reporting by Herbert Lash, additional reporting by Lewis Krauskopf in New York, Shivani Kumaresan and Shreyashi Sanyal in Bengaluru; Editing by Anil D'Silva and Richard Chang)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks drop on news of Biden tax proposals</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stocks drop on news of Biden tax proposals\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\">2021-04-23 04:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul><li>AT&amp;T rises on strong quarterly results</li><li>U.S. weekly jobless claims decline further</li><li>Indexes down: Dow 0.94%, S&amp;P 500 0.92%, Nasdaq 0.94%</li></ul><p>By Herbert Lash</p><p>NEW YORK, April 22 (Reuters) - U.S. stocks dived on Thursday on reports President Joe Biden planned to almost double the capital gains tax, news analysts said provided an excuse to take profits in a directionless market ahead of big tech's earnings next week.</p><p>The three main indexes on Wall Street also fell on reports that Biden planned to raise income taxes on the wealthy, a proposal some said would be hard to pass in Congress.</p><p>\"If it had a chance of passing, we'd be down 2,000 points,\" said Thomas Hayes, chairman and managing member at hedge fund Great Hill Capital LLC.</p><p>Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago, said when a proposal is floated about raising taxes or capital gains, everybody gets excited, sells first and asks questions later.</p><p>\"It is more of a short-term, knee-jerk reaction,\" he said.</p><p>Biden will propose raising the marginal income tax rate to 39.6% from 37% and nearly double capital gains taxes to 39.6% for people earning more than $1 million, sources told Reuters.</p><p>The proposal targets about $1 trillion for child care, universal pre-kindergarten education and paid leave for workers, the sources said.</p><p>Markets have been listless after the Dow    and S&amp;P 500&nbsp;scaled all-time peaks last week as investors await guidance from Microsoft Corp   , Google parent Alphabet Inc    and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc    when they report earnings next week.</p><p>\"Until we get out of this information vacuum the market is going to be generally directionless,\" he said. \"All that really matters moving forward is what are those big tech earnings next week?\"</p><p>During the session, the S&amp;P 500 healthcare sector hit a fresh record high while industrials were the biggest gainers.</p><p>American Airlines Group Inc and Southwest Airlines Co    reported smaller-than-expected quarterly losses, signaling a revival in travel demand. Both shares fell.</p><p>Investors welcomed data showing the number of Americans filing new claims for unemployment benefits last week dropped to a fresh <a href=\"https://laohu8.com/S/AONE\">one</a>-year low. The Labor Department report suggested layoffs were subsiding and expectations were rising for another month of blockbuster job growth in April.</p><p>The speedy U.S. vaccination rollout has improved the economic outlook as people plan summer vacations and leisure spending, but a surge in COVID-19 cases in India and elsewhere in Asia has kept investors anxious, Hayes said.</p><p>Equities have likely reached a near-term top as expectations are too high, said Randy Frederick, vice president of trading and derivatives at Charles Schwab.</p><p>\"There's going to be continued positive moves throughout the remainder of the year but we are due for some sort of a pullback in the very short term,\" he said. \"Then the dip buyers will step back in.\"</p><p>First-quarter earnings are expected to increase 31.9% from a year ago, the highest rate since the fourth quarter, according to IBES Refinitiv data.</p><p>All 11 S&amp;P 500 sectors closed lower as Microsoft, Apple Inc , Amazon.com Inc and Tesla Inc weighted the most on the downdraft.</p><p>The Dow Jones Industrial Average fell 0.94% to 33,815.9, the S&amp;P 500 lost 0.92% at 4,134.98, and the Nasdaq Composite dropped 0.94% to 13,818.41.</p><p>Volume on U.S. exchanges was 10.35 billion shares, compared with the 10.32 billion full-session average over the last 20 trading days.</p><p>Chipmaker Intel Corp forecast second-quarter revenue above Wall Street targets, betting its next generation of processors for data centers and PCs will meet growing demand for cloud-based services. Shares slipped about 1% in after-hours trade.</p><p>AT&amp;T Inc beat Wall Street revenue targets as the U.S. economic reopening following pandemic-linked restrictions boosted smartphone sales and the media business. AT&amp;T shares rose 4.2%.</p><p>Biogen Inc beat quarterly profit estimates on stronger-than-expected sales for its muscle wasting disorder drug, though concerns over its reliance on its yet-to-be approved Alzheimer's therapy, aducanumab, weighed on shares. Biogen shares fell 4.0%.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.57-to-1 ratio; on Nasdaq, a 1.04-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 84 new 52-week highs and no new lows; the Nasdaq Composite recorded 86 new highs and 20 new lows. (Reporting by Herbert Lash, additional reporting by Lewis Krauskopf in New York, Shivani Kumaresan and Shreyashi Sanyal in Bengaluru; Editing by Anil D'Silva and Richard Chang)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BIIB":"渤健公司","QQQ":"纳指100ETF","LHDX":"Lucira Health, Inc.","03086":"华夏纳指","DOG":"道指反向ETF","APR":"Apria, Inc.","UDOW":"道指三倍做多ETF-ProShares","OEF":"标普100指数ETF-iShares","AMZN":"亚马逊","SH":"标普500反向ETF","LUV":"西南航空","QID":"纳指两倍做空ETF","IVV":"标普500指数ETF","DXD":"道指两倍做空ETF",".DJI":"道琼斯","SANA":"Sana Biotechnology, Inc.","MSFT":"微软","SSO":"两倍做多标普500ETF","TQQQ":"纳指三倍做多ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPXU":"三倍做空标普500ETF","OEX":"标普100","TSLA":"特斯拉","SQQQ":"纳指三倍做空ETF","QNETCN":"纳斯达克中美互联网老虎指数","QLD":"纳指两倍做多ETF","LABP":"Landos Biopharma, Inc.","PSQ":"纳指反向ETF","SDS":"两倍做空标普500ETF","DDM":"道指两倍做多ETF","09086":"华夏纳指-U","SDOW":"道指三倍做空ETF-ProShares","UPRO":"三倍做多标普500ETF","DJX":"1/100道琼斯","AAPL":"苹果","SCHW":"嘉信理财","CGEM":"Cullinan Therapeutics","AAL":"美国航空","T":"美国电话电报"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129336573","content_text":"AT&T rises on strong quarterly resultsU.S. weekly jobless claims decline furtherIndexes down: Dow 0.94%, S&P 500 0.92%, Nasdaq 0.94%By Herbert LashNEW YORK, April 22 (Reuters) - U.S. stocks dived on Thursday on reports President Joe Biden planned to almost double the capital gains tax, news analysts said provided an excuse to take profits in a directionless market ahead of big tech's earnings next week.The three main indexes on Wall Street also fell on reports that Biden planned to raise income taxes on the wealthy, a proposal some said would be hard to pass in Congress.\"If it had a chance of passing, we'd be down 2,000 points,\" said Thomas Hayes, chairman and managing member at hedge fund Great Hill Capital LLC.Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago, said when a proposal is floated about raising taxes or capital gains, everybody gets excited, sells first and asks questions later.\"It is more of a short-term, knee-jerk reaction,\" he said.Biden will propose raising the marginal income tax rate to 39.6% from 37% and nearly double capital gains taxes to 39.6% for people earning more than $1 million, sources told Reuters.The proposal targets about $1 trillion for child care, universal pre-kindergarten education and paid leave for workers, the sources said.Markets have been listless after the Dow    and S&P 500 scaled all-time peaks last week as investors await guidance from Microsoft Corp   , Google parent Alphabet Inc    and Facebook Inc    when they report earnings next week.\"Until we get out of this information vacuum the market is going to be generally directionless,\" he said. \"All that really matters moving forward is what are those big tech earnings next week?\"During the session, the S&P 500 healthcare sector hit a fresh record high while industrials were the biggest gainers.American Airlines Group Inc and Southwest Airlines Co    reported smaller-than-expected quarterly losses, signaling a revival in travel demand. Both shares fell.Investors welcomed data showing the number of Americans filing new claims for unemployment benefits last week dropped to a fresh one-year low. The Labor Department report suggested layoffs were subsiding and expectations were rising for another month of blockbuster job growth in April.The speedy U.S. vaccination rollout has improved the economic outlook as people plan summer vacations and leisure spending, but a surge in COVID-19 cases in India and elsewhere in Asia has kept investors anxious, Hayes said.Equities have likely reached a near-term top as expectations are too high, said Randy Frederick, vice president of trading and derivatives at Charles Schwab.\"There's going to be continued positive moves throughout the remainder of the year but we are due for some sort of a pullback in the very short term,\" he said. \"Then the dip buyers will step back in.\"First-quarter earnings are expected to increase 31.9% from a year ago, the highest rate since the fourth quarter, according to IBES Refinitiv data.All 11 S&P 500 sectors closed lower as Microsoft, Apple Inc , Amazon.com Inc and Tesla Inc weighted the most on the downdraft.The Dow Jones Industrial Average fell 0.94% to 33,815.9, the S&P 500 lost 0.92% at 4,134.98, and the Nasdaq Composite dropped 0.94% to 13,818.41.Volume on U.S. exchanges was 10.35 billion shares, compared with the 10.32 billion full-session average over the last 20 trading days.Chipmaker Intel Corp forecast second-quarter revenue above Wall Street targets, betting its next generation of processors for data centers and PCs will meet growing demand for cloud-based services. Shares slipped about 1% in after-hours trade.AT&T Inc beat Wall Street revenue targets as the U.S. economic reopening following pandemic-linked restrictions boosted smartphone sales and the media business. AT&T shares rose 4.2%.Biogen Inc beat quarterly profit estimates on stronger-than-expected sales for its muscle wasting disorder drug, though concerns over its reliance on its yet-to-be approved Alzheimer's therapy, aducanumab, weighed on shares. Biogen shares fell 4.0%.Declining issues outnumbered advancing ones on the NYSE by a 1.57-to-1 ratio; on Nasdaq, a 1.04-to-1 ratio favored decliners.The S&P 500 posted 84 new 52-week highs and no new lows; the Nasdaq Composite recorded 86 new highs and 20 new lows. (Reporting by Herbert Lash, additional reporting by Lewis Krauskopf in New York, Shivani Kumaresan and Shreyashi Sanyal in Bengaluru; Editing by Anil D'Silva and Richard Chang)","news_type":1},"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578111596572453","authorId":"3578111596572453","name":"grrrr_nt","avatar":"https://static.tigerbbs.com/6a2c25086cfc9041f98ee91fb15859a4","crmLevel":5,"crmLevelSwitch":1,"idStr":"3578111596572453","authorIdStr":"3578111596572453"},"content":"done. pls do the same for me!","text":"done. pls do the same for me!","html":"done. pls do the same for me!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198447435,"gmtCreate":1620985772727,"gmtModify":1704351542000,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"Please like and comment :)","listText":"Please like and comment :)","text":"Please like and comment :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/198447435","repostId":"1138443656","repostType":4,"repost":{"id":"1138443656","kind":"news","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":1620985436,"share":"https://ttm.financial/m/news/1138443656?lang=&edition=fundamental","pubTime":"2021-05-14 17:43","market":"us","language":"en","title":"Coinbase rose more than 3% in pre-market trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1138443656","media":"Tiger Newspress","summary":"(May 14) Coinbase rose more than 3% in pre-market trading. Earlier, Coinbase posted earnings, showin","content":"<p>(May 14)&nbsp;Coinbase rose more than 3% in pre-market trading.&nbsp;Earlier,&nbsp;Coinbase posted&nbsp;earnings,&nbsp;showing&nbsp;that,&nbsp;EPS misses by $0.23, misses on revenue.</p><p><img src=\"https://static.tigerbbs.com/89f433623c51096b591108ee52df2989\" tg-width=\"769\" tg-height=\"564\" referrerpolicy=\"no-referrer\"></p><p>In its first quarterly earnings results since its IPO, Coinbase Global(NASDAQ:COIN)deliversQ1 earnings and revenue that trail theaverage analyst estimates.</p><p>Q1 EPS of $3.05 vs. consensus estimate of $3.20.</p><p>Q1 revenue of $1.60B misses the average analyst estimate of $1.82B; increases from $497M in Q4 2020 and $179M in Q1 2020.</p><p>Total operating expenses of $813.4M increased from $358.5M in Q4 and $151.8M in Q1 2020; as a percentage of revenue, operating expenses fell to 51% from 72% the prior quarter and 85% in the year-ago quarter.</p><p>Adjusted EBITDA of $1.12M matches the Visible Alpha consensus of $1.12B and increased from $288M in Q4 2020.</p><p>Monthly transacting users of 6.1M vs. Visible Alpha consensus of 6.1M and up from 2.8M in Q4.</p><p>Total trading volume of $335B jumped from $89B in the prior quarter; in the most recent quarter, trading $120B of trading volume was retail and $215B was institutional; 39% of the total was bitcoin and 21% was ethereum.</p><p>Coinbase had released somepreliminary Q1 metricson April 6.</p><p><b>Guidance:</b>&nbsp;COIN&nbsp;expects Q2 trading volume meeting or slightly exceeding Q1's results and expects monthly transacting users to exceed Q1 levels.</p><p>For the year, the company expects annual average net revenue per user to exceed its historical range of $34-$45 per month.</p>","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>Coinbase rose more than 3% in pre-market 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\">\nCoinbase rose more than 3% in pre-market 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\">2021-05-14 17:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(May 14)&nbsp;Coinbase rose more than 3% in pre-market trading.&nbsp;Earlier,&nbsp;Coinbase posted&nbsp;earnings,&nbsp;showing&nbsp;that,&nbsp;EPS misses by $0.23, misses on revenue.</p><p><img src=\"https://static.tigerbbs.com/89f433623c51096b591108ee52df2989\" tg-width=\"769\" tg-height=\"564\" referrerpolicy=\"no-referrer\"></p><p>In its first quarterly earnings results since its IPO, Coinbase Global(NASDAQ:COIN)deliversQ1 earnings and revenue that trail theaverage analyst estimates.</p><p>Q1 EPS of $3.05 vs. consensus estimate of $3.20.</p><p>Q1 revenue of $1.60B misses the average analyst estimate of $1.82B; increases from $497M in Q4 2020 and $179M in Q1 2020.</p><p>Total operating expenses of $813.4M increased from $358.5M in Q4 and $151.8M in Q1 2020; as a percentage of revenue, operating expenses fell to 51% from 72% the prior quarter and 85% in the year-ago quarter.</p><p>Adjusted EBITDA of $1.12M matches the Visible Alpha consensus of $1.12B and increased from $288M in Q4 2020.</p><p>Monthly transacting users of 6.1M vs. Visible Alpha consensus of 6.1M and up from 2.8M in Q4.</p><p>Total trading volume of $335B jumped from $89B in the prior quarter; in the most recent quarter, trading $120B of trading volume was retail and $215B was institutional; 39% of the total was bitcoin and 21% was ethereum.</p><p>Coinbase had released somepreliminary Q1 metricson April 6.</p><p><b>Guidance:</b>&nbsp;COIN&nbsp;expects Q2 trading volume meeting or slightly exceeding Q1's results and expects monthly transacting users to exceed Q1 levels.</p><p>For the year, the company expects annual average net revenue per user to exceed its historical range of $34-$45 per month.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138443656","content_text":"(May 14) Coinbase rose more than 3% in pre-market trading. Earlier, Coinbase posted earnings, showing that, EPS misses by $0.23, misses on revenue.In its first quarterly earnings results since its IPO, Coinbase Global(NASDAQ:COIN)deliversQ1 earnings and revenue that trail theaverage analyst estimates.Q1 EPS of $3.05 vs. consensus estimate of $3.20.Q1 revenue of $1.60B misses the average analyst estimate of $1.82B; increases from $497M in Q4 2020 and $179M in Q1 2020.Total operating expenses of $813.4M increased from $358.5M in Q4 and $151.8M in Q1 2020; as a percentage of revenue, operating expenses fell to 51% from 72% the prior quarter and 85% in the year-ago quarter.Adjusted EBITDA of $1.12M matches the Visible Alpha consensus of $1.12B and increased from $288M in Q4 2020.Monthly transacting users of 6.1M vs. Visible Alpha consensus of 6.1M and up from 2.8M in Q4.Total trading volume of $335B jumped from $89B in the prior quarter; in the most recent quarter, trading $120B of trading volume was retail and $215B was institutional; 39% of the total was bitcoin and 21% was ethereum.Coinbase had released somepreliminary Q1 metricson April 6.Guidance: COIN expects Q2 trading volume meeting or slightly exceeding Q1's results and expects monthly transacting users to exceed Q1 levels.For the year, the company expects annual average net revenue per user to exceed its historical range of $34-$45 per month.","news_type":1},"isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":132754967,"gmtCreate":1622118346159,"gmtModify":1704179767408,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"Please like and comment :)","listText":"Please like and comment :)","text":"Please like and comment :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/132754967","repostId":"1188205901","repostType":4,"repost":{"id":"1188205901","kind":"news","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":1622117079,"share":"https://ttm.financial/m/news/1188205901?lang=&edition=fundamental","pubTime":"2021-05-27 20:04","market":"us","language":"en","title":"President Biden will propose a $6 trillion budget, documents obtained by The Times show.","url":"https://stock-news.laohu8.com/highlight/detail?id=1188205901","media":"Tiger Newspress","summary":"President Joe Biden will seek $6 trillion in U.S. federal spending for the 2022 fiscal year, rising ","content":"<p>President Joe Biden will seek $6 trillion in U.S. federal spending for the 2022 fiscal year, rising to $8.2 trillion by 2031, the New York Times reported on Thursday, a day before the White House is expected to unveil its budget proposal.</p><p>Citing documents it had obtained, the Times said the Democratic president planned to pay for his agenda through increased taxes on corporations and high earners, and that the budget deficits would start to decrease in the 2030s.</p><p>On Friday, Biden is set to release his first full budget since taking office in January as he seeks to push his priorities of investing in infrastructure, childcare and other public works in a national rebuilding effort.</p><p>Republicans have criticized the president for seeking trillions in new spending, setting the stage for pitched battles over his priorities.</p>","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>President Biden will propose a $6 trillion budget, documents obtained by The Times show.</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\">\nPresident Biden will propose a $6 trillion budget, documents obtained by The Times show.\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\">2021-05-27 20:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>President Joe Biden will seek $6 trillion in U.S. federal spending for the 2022 fiscal year, rising to $8.2 trillion by 2031, the New York Times reported on Thursday, a day before the White House is expected to unveil its budget proposal.</p><p>Citing documents it had obtained, the Times said the Democratic president planned to pay for his agenda through increased taxes on corporations and high earners, and that the budget deficits would start to decrease in the 2030s.</p><p>On Friday, Biden is set to release his first full budget since taking office in January as he seeks to push his priorities of investing in infrastructure, childcare and other public works in a national rebuilding effort.</p><p>Republicans have criticized the president for seeking trillions in new spending, setting the stage for pitched battles over his priorities.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188205901","content_text":"President Joe Biden will seek $6 trillion in U.S. federal spending for the 2022 fiscal year, rising to $8.2 trillion by 2031, the New York Times reported on Thursday, a day before the White House is expected to unveil its budget proposal.Citing documents it had obtained, the Times said the Democratic president planned to pay for his agenda through increased taxes on corporations and high earners, and that the budget deficits would start to decrease in the 2030s.On Friday, Biden is set to release his first full budget since taking office in January as he seeks to push his priorities of investing in infrastructure, childcare and other public works in a national rebuilding effort.Republicans have criticized the president for seeking trillions in new spending, setting the stage for pitched battles over his priorities.","news_type":1},"isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582709211377801","authorId":"3582709211377801","name":"LameDude","avatar":"https://static.tigerbbs.com/1fad169ba882e7ecc17ccafb3bf4ecaf","crmLevel":2,"crmLevelSwitch":0,"idStr":"3582709211377801","authorIdStr":"3582709211377801"},"content":"reply back pls!","text":"reply back pls!","html":"reply back pls!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197856473,"gmtCreate":1621443618192,"gmtModify":1704357778375,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"Well done&nbsp;<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>","listText":"Well done&nbsp;<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>","text":"Well done $AMD(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/197856473","repostId":"2136943303","repostType":2,"repost":{"id":"2136943303","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1621441980,"share":"https://ttm.financial/m/news/2136943303?lang=&edition=fundamental","pubTime":"2021-05-20 00:33","market":"us","language":"en","title":"Advanced Micro Devices sets new $4 bln stock repurchase program","url":"https://stock-news.laohu8.com/highlight/detail?id=2136943303","media":"Dow Jones","summary":"MW Advanced Micro Devices sets new $4 bln stock repurchase program\n\n\n \n\n\n$(END)$ Dow Jones Newswires","content":"<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Advanced Micro Devices sets new $4 bln stock repurchase program\n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  May 19, 2021 12:33 ET (16:33 GMT)\n</p>\n<p>\n  Copyright (c) 2021 Dow Jones &amp; Company, Inc.\n</p>\n</font></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>Advanced Micro Devices sets new $4 bln stock repurchase program</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\">\nAdvanced Micro Devices sets new $4 bln stock repurchase program\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-05-20 00:33</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Advanced Micro Devices sets new $4 bln stock repurchase program\n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  May 19, 2021 12:33 ET (16:33 GMT)\n</p>\n<p>\n  Copyright (c) 2021 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AEIS":"先进能源工业公司","AMD":"美国超微公司"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2136943303","content_text":"MW Advanced Micro Devices sets new $4 bln stock repurchase program\n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n  May 19, 2021 12:33 ET (16:33 GMT)\n\n\n  Copyright (c) 2021 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176237645,"gmtCreate":1626886076187,"gmtModify":1703480022751,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>ytd buying the dip","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>ytd buying the dip","text":"$Tiger Brokers(TIGR)$ytd buying the dip","images":[{"img":"https://static.tigerbbs.com/ca132e4d0cb26d255df42fc57f32552b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176237645","isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":190049864884488,"gmtCreate":1687424625711,"gmtModify":1687424628935,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"Funny&nbsp;","listText":"Funny&nbsp;","text":"Funny","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190049864884488","repostId":"2345410452","repostType":2,"repost":{"id":"2345410452","kind":"highlight","pubTimestamp":1687447562,"share":"https://ttm.financial/m/news/2345410452?lang=&edition=fundamental","pubTime":"2023-06-22 23:26","market":"us","language":"en","title":"A Bull Market Is Coming: 2 AI Growth Stocks Down 41% and 51% to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2345410452","media":"Motley Fool","summary":"These growth stocks are set to rebound when the economy regains its momentum.","content":"<html><head></head><body><p>Recession fears sent the <strong>S&amp;P 500</strong> tumbling into a bear market last year, and the benchmark index is still down 8%. But patient investors have nothing to fear from a recession. History says the economy will regain its momentum in time, and the S&amp;P 500 will find its way back to bull market territory, buoyed by secular trends like artificial intelligence (AI).</p><p>Indeed, consultancy McKinsey estimates that AI could boost global economic output by $13 trillion by 2030, and Ark Invest estimates that AI software sales will increase at 42% annually during that time period. Many companies will benefit as AI becomes more prevalent, but investors should take a close look at <strong><a href=\"https://laohu8.com/S/DDOG\">Datadog</a></strong> and <strong>Cognex</strong> right now.</p><p>Shares of Datadog and Cognex are currently down 51% and 41% since 2020, respectively, but both businesses are bursting with potential. Here&#39;s why these growth stocks are worth buying today.</p><h2>1. Datadog</h2><p>Digital transformation helps enterprises stay relevant and better serve their customers, but it also makes IT environments more complex. Enterprises depend on an ever-growing number of software systems, and they are often spread across private data centers and public clouds. Keeping those systems performant and secure is critical.</p><p>Datadog provides observability and security software that gives clients real-time visibility across their IT infrastructure, helping them identify and resolve performance and security issues. Its platform integrates more than a dozen different software products and it features more than 600 turnkey integrations that simplify deployment. Its software also leans on artificial intelligence (AI) to automate anomaly detection, root cause analysis, and incident alerts, which ultimately helps development, operations, and security teams work more efficiently.</p><p>Datadog reported reasonable financial results in the first quarter, especially in the context of difficult economic environment. Its customer count climbed 29% and the average customer increased spend by more than 30%, evidencing the value created by its platform. In turn, revenue climbed 33% to $482 million and non-GAAP earnings rose 17% to $0.28 per diluted share.</p><p>Looking ahead, Datadog is well positioned to maintain or even accelerate its growth trajectory as economic conditions improve. Industry experts have recognized its leadership in several observability software verticals. For instance, consultancy <strong>Gartner</strong> says Datadog is a leader in application performance monitoring, <strong>Forrester Research</strong> says the company is a leader in AI for IT operations, and G2 says Datadog a leader in cloud infrastructure and server monitoring.</p><p>The company has also displayed a remarkable capacity for innovation throughout its history, adding new products to its portfolio on a regular basis. That quality, coupled with the growing need for observability and security software, is driving its total addressable market (TAM) higher. Datadog believes its TAM will reach $62 billion by 2026, up from $41 billion in 2021.</p><p>Currently, shares trade at 16.9 times sales, a bargain compared to the three-year average of 37.7 times sales. That multiple is far from cheap, but high-quality businesses like Datadog often command premium valuations, so investors should take advantage of the discounted price. Now is a good time to buy a small position in this growth stock.</p><h2>2. Cognex</h2><p>Cognex specializes in industrial machine vision, a technology that uses cameras and AI software to give factory equipment the ability to see, recognize, and analyze objects. Its machine vision systems are most commonly used in automotive, electronics, and logistics end markets, where they identify, measure, and inspect parts and packages to automate the manufacturing, distribution, and quality assurance processes.</p><p>Hardware vendors like Cognex tend to be cyclical businesses, meaning they typically see periods of expansion followed by periods of contraction, simply because customers can go years without refreshing their hardware. The cyclical nature of the machine vision industry was particularly evident over the last year. Many e-commerce businesses invested heavily in logistics infrastructure during the pandemic, but they have since cut spending to absorb excess capacity.</p><p>That cyclicality was further magnified by the uncertain economic environment, which caused businesses to pull back more sharply on spending than they otherwise would have. That translated into disappointing financial results for Cognex in the first quarter. Revenue declined 29% to $201 million and net income dropped 61% to $0.15 per diluted share. But investors have good reason to believe Cognex can reaccelerate growth in the future, and the stock could explode during the next expansionary phase of the business cycle.</p><p>Cognex is the market leader in industrial machine vision systems, software, sensors, and barcode readers. The company currently values its addressable market at $6.5 billion, and it believes that figure will grow at 13% annually over the long term. But management is guiding for long-term revenue growth of 15% annually, meaning Cognex is confident in its ability to take share and reinforce its market leadership.</p><p>With that in mind, shares trade at 10.5 times sales, a discount to the three-year average of 12.1 times sales. That creates a reasonable buying opportunity for patient investors.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Bull Market Is Coming: 2 AI Growth Stocks Down 41% and 51% to Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA Bull Market Is Coming: 2 AI Growth Stocks Down 41% and 51% to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-22 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/06/21/bull-market-coming-2-ai-growth-stocks-to-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recession fears sent the S&P 500 tumbling into a bear market last year, and the benchmark index is still down 8%. But patient investors have nothing to fear from a recession. History says the economy ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/06/21/bull-market-coming-2-ai-growth-stocks-to-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CGNX":"康耐视科技","DDOG":"Datadog"},"source_url":"https://www.fool.com/investing/2023/06/21/bull-market-coming-2-ai-growth-stocks-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2345410452","content_text":"Recession fears sent the S&P 500 tumbling into a bear market last year, and the benchmark index is still down 8%. But patient investors have nothing to fear from a recession. History says the economy will regain its momentum in time, and the S&P 500 will find its way back to bull market territory, buoyed by secular trends like artificial intelligence (AI).Indeed, consultancy McKinsey estimates that AI could boost global economic output by $13 trillion by 2030, and Ark Invest estimates that AI software sales will increase at 42% annually during that time period. Many companies will benefit as AI becomes more prevalent, but investors should take a close look at Datadog and Cognex right now.Shares of Datadog and Cognex are currently down 51% and 41% since 2020, respectively, but both businesses are bursting with potential. Here's why these growth stocks are worth buying today.1. DatadogDigital transformation helps enterprises stay relevant and better serve their customers, but it also makes IT environments more complex. Enterprises depend on an ever-growing number of software systems, and they are often spread across private data centers and public clouds. Keeping those systems performant and secure is critical.Datadog provides observability and security software that gives clients real-time visibility across their IT infrastructure, helping them identify and resolve performance and security issues. Its platform integrates more than a dozen different software products and it features more than 600 turnkey integrations that simplify deployment. Its software also leans on artificial intelligence (AI) to automate anomaly detection, root cause analysis, and incident alerts, which ultimately helps development, operations, and security teams work more efficiently.Datadog reported reasonable financial results in the first quarter, especially in the context of difficult economic environment. Its customer count climbed 29% and the average customer increased spend by more than 30%, evidencing the value created by its platform. In turn, revenue climbed 33% to $482 million and non-GAAP earnings rose 17% to $0.28 per diluted share.Looking ahead, Datadog is well positioned to maintain or even accelerate its growth trajectory as economic conditions improve. Industry experts have recognized its leadership in several observability software verticals. For instance, consultancy Gartner says Datadog is a leader in application performance monitoring, Forrester Research says the company is a leader in AI for IT operations, and G2 says Datadog a leader in cloud infrastructure and server monitoring.The company has also displayed a remarkable capacity for innovation throughout its history, adding new products to its portfolio on a regular basis. That quality, coupled with the growing need for observability and security software, is driving its total addressable market (TAM) higher. Datadog believes its TAM will reach $62 billion by 2026, up from $41 billion in 2021.Currently, shares trade at 16.9 times sales, a bargain compared to the three-year average of 37.7 times sales. That multiple is far from cheap, but high-quality businesses like Datadog often command premium valuations, so investors should take advantage of the discounted price. Now is a good time to buy a small position in this growth stock.2. CognexCognex specializes in industrial machine vision, a technology that uses cameras and AI software to give factory equipment the ability to see, recognize, and analyze objects. Its machine vision systems are most commonly used in automotive, electronics, and logistics end markets, where they identify, measure, and inspect parts and packages to automate the manufacturing, distribution, and quality assurance processes.Hardware vendors like Cognex tend to be cyclical businesses, meaning they typically see periods of expansion followed by periods of contraction, simply because customers can go years without refreshing their hardware. The cyclical nature of the machine vision industry was particularly evident over the last year. Many e-commerce businesses invested heavily in logistics infrastructure during the pandemic, but they have since cut spending to absorb excess capacity.That cyclicality was further magnified by the uncertain economic environment, which caused businesses to pull back more sharply on spending than they otherwise would have. That translated into disappointing financial results for Cognex in the first quarter. Revenue declined 29% to $201 million and net income dropped 61% to $0.15 per diluted share. But investors have good reason to believe Cognex can reaccelerate growth in the future, and the stock could explode during the next expansionary phase of the business cycle.Cognex is the market leader in industrial machine vision systems, software, sensors, and barcode readers. The company currently values its addressable market at $6.5 billion, and it believes that figure will grow at 13% annually over the long term. But management is guiding for long-term revenue growth of 15% annually, meaning Cognex is confident in its ability to take share and reinforce its market leadership.With that in mind, shares trade at 10.5 times sales, a discount to the three-year average of 12.1 times sales. That creates a reasonable buying opportunity for patient investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":138854709,"gmtCreate":1621929996201,"gmtModify":1704364610093,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a> well done, keep rising to 20","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a> well done, keep rising to 20","text":"$Tiger Brokers(TIGR)$ well done, keep rising to 20","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/138854709","repostId":"1180636694","repostType":2,"repost":{"id":"1180636694","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1621929756,"share":"https://ttm.financial/m/news/1180636694?lang=&edition=fundamental","pubTime":"2021-05-25 16:02","market":"us","language":"zh","title":"老虎证券一季度营收净利均创史上新高 过半新增入金客户来自海外","url":"https://stock-news.laohu8.com/highlight/detail?id=1180636694","media":"老虎资讯综合","summary":"美东时间5月25日盘前，老虎证券公布了截至2021年3月31日的第一季度未经审计财报。财报显示，老虎证券第一季度总营收为8128万美元，同比增长255.5%；Non-GAAP净利润同比大增21倍达23","content":"<p>美东时间5月25日盘前，<a href=\"https://laohu8.com/S/TIGR\">老虎证券</a>公布了截至2021年3月31日的第一季度未经审计财报。财报显示，老虎证券第一季度总营收为8128万美元，同比增长255.5%；Non-GAAP净利润同比大增21倍达2349万美元，已超去年全年。</p><p>截至一季度末，老虎证券开户客户数达140万，季度新增29.6万，为去年同期逾3倍。入金客户数达37.6万，季度新增11.7万，为去年同期的近6倍，再创季度净增新高。值得注意的是，公司正式开启国际化战略仅一年，海外客户即已占到本季新增入金客户的50%以上。与此同时，客户资产增速刷新历史记录增至214.1亿美元，季度内净增54.6亿美元，为去年同期的12倍多。交易规模达1238亿美元，是去年同期近3倍。</p><p>老虎证券创始人及CEO巫天华表示：“一季度全球个人投资者崛起，移动互联网时代信息流通更快，个人投资者线上交易需求与日俱增。在此大背景下，公司不断迭代技术，凭借良好的一站式全球交易体验维持强劲增长势头，单季新增客户数、客户资产和交易规模均达到上市以来最高水平。公司国际化战略取得重要进展，本季度有超过一半新增入金客户来自海外。展望未来，在深耕新加坡外，我们将陆续提升美国、澳大利亚等国家及地区的产品和服务。随着公司国际化展业版图持续扩大，我们相信海外市场将成为公司业绩持续高速增长的核心驱动力。”</p><p><b>一季度净利润超去年全年 新增客户资产为去年12倍多</b></p><p>一季度，受益于全球投资者对于科技股等标的关注度提升，市场交投情绪活跃。财报显示，老虎证券经纪业务增长强劲。期内佣金及利息相关收入7077万美元，同比增长246.5%。交易规模达1238亿美元，同比增长180.7%。</p><p>美港股打新持续火热。一季度，公司推出11个美股打新项目，参与人数较去年同期大增36倍，较去年四季度再度翻倍。项目数量之外，老虎证券在新股额度及分配体验上也持续领跑行业。在知乎、涂鸦智能等大热项目中，老虎证券获配份额位列互联网券商第一，在RLX科技、天演药业等多个项目中老虎证券实现申购用户100%中签，“美股打新之王”地位进一步夯实。港股侧，老虎证券对医渡云、快手、诺辉健康、百度、哔哩哔哩等热门标的提供了最高20倍杠杆打新，参与人数同比增长高达847.1%，申购金额是去年同期的11倍。</p><p>凭借丰富的全球可交易品种和卓越的用户体验，一季度老虎证券开户客户新增29.6万达到140万，为历史最快增速；季度内入金客户净增11.7万达到37.6万，已完成年度指引即35万新增入金客户的三分之一。客户资产达214.1亿美元，季度内净增为去年同期的12倍多。</p><p>本季度，老虎证券实现营收8128万美元，是去年同期的3.6倍，创单季新高；Non-GAAP全年净利润2349万美元，是去年同期的22倍，且已超过去年全年净利润总额。</p><p><b>过半新增入金客户来自海外 新加坡Q1新增客户超去年总和</b></p><p>2020年是老虎证券国际化的元年，公司完成从0到1海外布局。本季度，老虎证券海外入金客户已占到新增入金客户数的50%以上，国际化战略在布局短短一年内即取得重要突破。</p><p>作为公司国际化战略的“桥头堡”，新加坡市场持续表现出色。前三月新加坡新增开户、入金客户数较去年Q4分别增长257.9%、300.8%，数量均超过2020年全年总和。同时，交易规模和交易笔数环比增长248.0%和343.4%，当地客户交易活跃度显著提升。</p><p>期内，公司在当地上线基金超市、港股期权、美股OTC市场、每日杠杆证书(DLCs)，成为新加坡当地覆盖市场最广、交易品种最多的互联网券商。其资讯、行情、交易、社交集于一体的产品体验，有效解决了当地投资者需切换不同平台、操作繁琐的痛点，深受当地年轻投资者欢迎和认可。此外，公司持续加大对交易基础设施的投入，以应对当地用户量快速增长后高并发的数据访问需求，响应速度领先业内。</p><p><b>首个担任主承销商的互联网投行165家ESOP客户保持迅猛增长</b></p><p>一季度，以投行、ESOP(员工股权激励计划)等企业服务为主的其他收入达1051万美元，同比增长330.5%。</p><p>投行一侧，本季度老虎证券参与14宗美港股IPO。具体来看，公司参与9宗中概美股IPO发行，其中知乎、涂鸦智能、容联云等5宗为承销项目，再次位列美股中概股承销数量榜首。截至目前，老虎证券已作为分销或承销商参与超百家美港股IPO。值得注意的是，一季度老虎证券（美国）以牵头行的身份与德银共同助力库客音乐赴美IPO，是首个担任该角色的互联网科技投行。港股侧，老虎证券（美国）同样作为国际配售承销商参与哔哩哔哩、汽车之家、稻草熊3家港股IPO，继续发力投行国际化。</p><p>ESOP业务（员工股权激励计划）方面，老虎证券本季度新增41家企业客户，累计服务客户数量增至165家，增速持续领先。期内，公司自研ESOP系统持续迭代性能，备受企业客户认可。比如，SBC(Share-based compensation)财务模块所支持的IFRS和US GAAP两套会计准则计算已可全方位满足不同客户的复杂需求，帮助企业降本增效。</p><p>此外，凭借产品和技术的先进性与突破性，老虎证券ESOP获得由北京市科委公示的2020年第二批（总第十三批）北京市新技术新产品（服务）认定证书。同期，其还获得国际权威认证机构DNV颁发的ISO27701:2019 隐私信息管理体系和ISO29151:2017个人身份信息保护认证，用户隐私保护能力达到国际先进水平。</p><p>企业服务侧，老虎企业号已成为众多美港股公司进行投资者关系沟通的重要平台。截至一季度末，新增包括纳斯达克、欧洲期货交易所、中通快递、逸仙电商等35家优质明星企业入驻老虎企业号。</p><p>此外，老虎企业号推出一站式财报推广服务，包括财报预告、业绩会直播曝光、财报亮点传播等。本季度，其已助力近百家企业进行财报季传播，其中与百度、特斯拉、小米、理想汽车等38家美港股上市公司深度合作，相关直播观看量屡破十万，活动曝光量近百万。</p><p><b>自清算30%以上客户的美股订单 更快响应客户本地化需求</b></p><p>作为华人券商中率先迈入美股自清算时代的科技券商，老虎证券在三个季度内实现30%以上的客户由旗下Marsco自清算美股交易，展现出强大的中后台金融技术壁垒。</p><p>目前，老虎证券在包括簿记、交收、合规、风控等美股自清算全流程积累了丰富经验，业务自主性和灵活性更高。一季度部分券商对GME、AMC、KOSS等波动剧烈的标的作出临时交易限制，老虎证券则通过自清算尽可能满足客户交易需求。</p><p>巫天华表示，自清算可让老虎证券针对不同国际市场的投资者提供更个性化的交易服务，支持更多交易品种，进一步提高本地化运营效率。</p><p>截至目前，老虎证券在美国、新加坡、澳大利亚、新西兰等全球主流金融市场总计持有33张牌照和资质，有助于加速国际化扩张。</p>","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>老虎证券一季度营收净利均创史上新高 过半新增入金客户来自海外 </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\">\n老虎证券一季度营收净利均创史上新高 过半新增入金客户来自海外 \n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-25 16:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美东时间5月25日盘前，<a href=\"https://laohu8.com/S/TIGR\">老虎证券</a>公布了截至2021年3月31日的第一季度未经审计财报。财报显示，老虎证券第一季度总营收为8128万美元，同比增长255.5%；Non-GAAP净利润同比大增21倍达2349万美元，已超去年全年。</p><p>截至一季度末，老虎证券开户客户数达140万，季度新增29.6万，为去年同期逾3倍。入金客户数达37.6万，季度新增11.7万，为去年同期的近6倍，再创季度净增新高。值得注意的是，公司正式开启国际化战略仅一年，海外客户即已占到本季新增入金客户的50%以上。与此同时，客户资产增速刷新历史记录增至214.1亿美元，季度内净增54.6亿美元，为去年同期的12倍多。交易规模达1238亿美元，是去年同期近3倍。</p><p>老虎证券创始人及CEO巫天华表示：“一季度全球个人投资者崛起，移动互联网时代信息流通更快，个人投资者线上交易需求与日俱增。在此大背景下，公司不断迭代技术，凭借良好的一站式全球交易体验维持强劲增长势头，单季新增客户数、客户资产和交易规模均达到上市以来最高水平。公司国际化战略取得重要进展，本季度有超过一半新增入金客户来自海外。展望未来，在深耕新加坡外，我们将陆续提升美国、澳大利亚等国家及地区的产品和服务。随着公司国际化展业版图持续扩大，我们相信海外市场将成为公司业绩持续高速增长的核心驱动力。”</p><p><b>一季度净利润超去年全年 新增客户资产为去年12倍多</b></p><p>一季度，受益于全球投资者对于科技股等标的关注度提升，市场交投情绪活跃。财报显示，老虎证券经纪业务增长强劲。期内佣金及利息相关收入7077万美元，同比增长246.5%。交易规模达1238亿美元，同比增长180.7%。</p><p>美港股打新持续火热。一季度，公司推出11个美股打新项目，参与人数较去年同期大增36倍，较去年四季度再度翻倍。项目数量之外，老虎证券在新股额度及分配体验上也持续领跑行业。在知乎、涂鸦智能等大热项目中，老虎证券获配份额位列互联网券商第一，在RLX科技、天演药业等多个项目中老虎证券实现申购用户100%中签，“美股打新之王”地位进一步夯实。港股侧，老虎证券对医渡云、快手、诺辉健康、百度、哔哩哔哩等热门标的提供了最高20倍杠杆打新，参与人数同比增长高达847.1%，申购金额是去年同期的11倍。</p><p>凭借丰富的全球可交易品种和卓越的用户体验，一季度老虎证券开户客户新增29.6万达到140万，为历史最快增速；季度内入金客户净增11.7万达到37.6万，已完成年度指引即35万新增入金客户的三分之一。客户资产达214.1亿美元，季度内净增为去年同期的12倍多。</p><p>本季度，老虎证券实现营收8128万美元，是去年同期的3.6倍，创单季新高；Non-GAAP全年净利润2349万美元，是去年同期的22倍，且已超过去年全年净利润总额。</p><p><b>过半新增入金客户来自海外 新加坡Q1新增客户超去年总和</b></p><p>2020年是老虎证券国际化的元年，公司完成从0到1海外布局。本季度，老虎证券海外入金客户已占到新增入金客户数的50%以上，国际化战略在布局短短一年内即取得重要突破。</p><p>作为公司国际化战略的“桥头堡”，新加坡市场持续表现出色。前三月新加坡新增开户、入金客户数较去年Q4分别增长257.9%、300.8%，数量均超过2020年全年总和。同时，交易规模和交易笔数环比增长248.0%和343.4%，当地客户交易活跃度显著提升。</p><p>期内，公司在当地上线基金超市、港股期权、美股OTC市场、每日杠杆证书(DLCs)，成为新加坡当地覆盖市场最广、交易品种最多的互联网券商。其资讯、行情、交易、社交集于一体的产品体验，有效解决了当地投资者需切换不同平台、操作繁琐的痛点，深受当地年轻投资者欢迎和认可。此外，公司持续加大对交易基础设施的投入，以应对当地用户量快速增长后高并发的数据访问需求，响应速度领先业内。</p><p><b>首个担任主承销商的互联网投行165家ESOP客户保持迅猛增长</b></p><p>一季度，以投行、ESOP(员工股权激励计划)等企业服务为主的其他收入达1051万美元，同比增长330.5%。</p><p>投行一侧，本季度老虎证券参与14宗美港股IPO。具体来看，公司参与9宗中概美股IPO发行，其中知乎、涂鸦智能、容联云等5宗为承销项目，再次位列美股中概股承销数量榜首。截至目前，老虎证券已作为分销或承销商参与超百家美港股IPO。值得注意的是，一季度老虎证券（美国）以牵头行的身份与德银共同助力库客音乐赴美IPO，是首个担任该角色的互联网科技投行。港股侧，老虎证券（美国）同样作为国际配售承销商参与哔哩哔哩、汽车之家、稻草熊3家港股IPO，继续发力投行国际化。</p><p>ESOP业务（员工股权激励计划）方面，老虎证券本季度新增41家企业客户，累计服务客户数量增至165家，增速持续领先。期内，公司自研ESOP系统持续迭代性能，备受企业客户认可。比如，SBC(Share-based compensation)财务模块所支持的IFRS和US GAAP两套会计准则计算已可全方位满足不同客户的复杂需求，帮助企业降本增效。</p><p>此外，凭借产品和技术的先进性与突破性，老虎证券ESOP获得由北京市科委公示的2020年第二批（总第十三批）北京市新技术新产品（服务）认定证书。同期，其还获得国际权威认证机构DNV颁发的ISO27701:2019 隐私信息管理体系和ISO29151:2017个人身份信息保护认证，用户隐私保护能力达到国际先进水平。</p><p>企业服务侧，老虎企业号已成为众多美港股公司进行投资者关系沟通的重要平台。截至一季度末，新增包括纳斯达克、欧洲期货交易所、中通快递、逸仙电商等35家优质明星企业入驻老虎企业号。</p><p>此外，老虎企业号推出一站式财报推广服务，包括财报预告、业绩会直播曝光、财报亮点传播等。本季度，其已助力近百家企业进行财报季传播，其中与百度、特斯拉、小米、理想汽车等38家美港股上市公司深度合作，相关直播观看量屡破十万，活动曝光量近百万。</p><p><b>自清算30%以上客户的美股订单 更快响应客户本地化需求</b></p><p>作为华人券商中率先迈入美股自清算时代的科技券商，老虎证券在三个季度内实现30%以上的客户由旗下Marsco自清算美股交易，展现出强大的中后台金融技术壁垒。</p><p>目前，老虎证券在包括簿记、交收、合规、风控等美股自清算全流程积累了丰富经验，业务自主性和灵活性更高。一季度部分券商对GME、AMC、KOSS等波动剧烈的标的作出临时交易限制，老虎证券则通过自清算尽可能满足客户交易需求。</p><p>巫天华表示，自清算可让老虎证券针对不同国际市场的投资者提供更个性化的交易服务，支持更多交易品种，进一步提高本地化运营效率。</p><p>截至目前，老虎证券在美国、新加坡、澳大利亚、新西兰等全球主流金融市场总计持有33张牌照和资质，有助于加速国际化扩张。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ede228345a888e45db951c65291e329c","relate_stocks":{"TIGR":"老虎证券"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180636694","content_text":"美东时间5月25日盘前，老虎证券公布了截至2021年3月31日的第一季度未经审计财报。财报显示，老虎证券第一季度总营收为8128万美元，同比增长255.5%；Non-GAAP净利润同比大增21倍达2349万美元，已超去年全年。截至一季度末，老虎证券开户客户数达140万，季度新增29.6万，为去年同期逾3倍。入金客户数达37.6万，季度新增11.7万，为去年同期的近6倍，再创季度净增新高。值得注意的是，公司正式开启国际化战略仅一年，海外客户即已占到本季新增入金客户的50%以上。与此同时，客户资产增速刷新历史记录增至214.1亿美元，季度内净增54.6亿美元，为去年同期的12倍多。交易规模达1238亿美元，是去年同期近3倍。老虎证券创始人及CEO巫天华表示：“一季度全球个人投资者崛起，移动互联网时代信息流通更快，个人投资者线上交易需求与日俱增。在此大背景下，公司不断迭代技术，凭借良好的一站式全球交易体验维持强劲增长势头，单季新增客户数、客户资产和交易规模均达到上市以来最高水平。公司国际化战略取得重要进展，本季度有超过一半新增入金客户来自海外。展望未来，在深耕新加坡外，我们将陆续提升美国、澳大利亚等国家及地区的产品和服务。随着公司国际化展业版图持续扩大，我们相信海外市场将成为公司业绩持续高速增长的核心驱动力。”一季度净利润超去年全年 新增客户资产为去年12倍多一季度，受益于全球投资者对于科技股等标的关注度提升，市场交投情绪活跃。财报显示，老虎证券经纪业务增长强劲。期内佣金及利息相关收入7077万美元，同比增长246.5%。交易规模达1238亿美元，同比增长180.7%。美港股打新持续火热。一季度，公司推出11个美股打新项目，参与人数较去年同期大增36倍，较去年四季度再度翻倍。项目数量之外，老虎证券在新股额度及分配体验上也持续领跑行业。在知乎、涂鸦智能等大热项目中，老虎证券获配份额位列互联网券商第一，在RLX科技、天演药业等多个项目中老虎证券实现申购用户100%中签，“美股打新之王”地位进一步夯实。港股侧，老虎证券对医渡云、快手、诺辉健康、百度、哔哩哔哩等热门标的提供了最高20倍杠杆打新，参与人数同比增长高达847.1%，申购金额是去年同期的11倍。凭借丰富的全球可交易品种和卓越的用户体验，一季度老虎证券开户客户新增29.6万达到140万，为历史最快增速；季度内入金客户净增11.7万达到37.6万，已完成年度指引即35万新增入金客户的三分之一。客户资产达214.1亿美元，季度内净增为去年同期的12倍多。本季度，老虎证券实现营收8128万美元，是去年同期的3.6倍，创单季新高；Non-GAAP全年净利润2349万美元，是去年同期的22倍，且已超过去年全年净利润总额。过半新增入金客户来自海外 新加坡Q1新增客户超去年总和2020年是老虎证券国际化的元年，公司完成从0到1海外布局。本季度，老虎证券海外入金客户已占到新增入金客户数的50%以上，国际化战略在布局短短一年内即取得重要突破。作为公司国际化战略的“桥头堡”，新加坡市场持续表现出色。前三月新加坡新增开户、入金客户数较去年Q4分别增长257.9%、300.8%，数量均超过2020年全年总和。同时，交易规模和交易笔数环比增长248.0%和343.4%，当地客户交易活跃度显著提升。期内，公司在当地上线基金超市、港股期权、美股OTC市场、每日杠杆证书(DLCs)，成为新加坡当地覆盖市场最广、交易品种最多的互联网券商。其资讯、行情、交易、社交集于一体的产品体验，有效解决了当地投资者需切换不同平台、操作繁琐的痛点，深受当地年轻投资者欢迎和认可。此外，公司持续加大对交易基础设施的投入，以应对当地用户量快速增长后高并发的数据访问需求，响应速度领先业内。首个担任主承销商的互联网投行165家ESOP客户保持迅猛增长一季度，以投行、ESOP(员工股权激励计划)等企业服务为主的其他收入达1051万美元，同比增长330.5%。投行一侧，本季度老虎证券参与14宗美港股IPO。具体来看，公司参与9宗中概美股IPO发行，其中知乎、涂鸦智能、容联云等5宗为承销项目，再次位列美股中概股承销数量榜首。截至目前，老虎证券已作为分销或承销商参与超百家美港股IPO。值得注意的是，一季度老虎证券（美国）以牵头行的身份与德银共同助力库客音乐赴美IPO，是首个担任该角色的互联网科技投行。港股侧，老虎证券（美国）同样作为国际配售承销商参与哔哩哔哩、汽车之家、稻草熊3家港股IPO，继续发力投行国际化。ESOP业务（员工股权激励计划）方面，老虎证券本季度新增41家企业客户，累计服务客户数量增至165家，增速持续领先。期内，公司自研ESOP系统持续迭代性能，备受企业客户认可。比如，SBC(Share-based compensation)财务模块所支持的IFRS和US GAAP两套会计准则计算已可全方位满足不同客户的复杂需求，帮助企业降本增效。此外，凭借产品和技术的先进性与突破性，老虎证券ESOP获得由北京市科委公示的2020年第二批（总第十三批）北京市新技术新产品（服务）认定证书。同期，其还获得国际权威认证机构DNV颁发的ISO27701:2019 隐私信息管理体系和ISO29151:2017个人身份信息保护认证，用户隐私保护能力达到国际先进水平。企业服务侧，老虎企业号已成为众多美港股公司进行投资者关系沟通的重要平台。截至一季度末，新增包括纳斯达克、欧洲期货交易所、中通快递、逸仙电商等35家优质明星企业入驻老虎企业号。此外，老虎企业号推出一站式财报推广服务，包括财报预告、业绩会直播曝光、财报亮点传播等。本季度，其已助力近百家企业进行财报季传播，其中与百度、特斯拉、小米、理想汽车等38家美港股上市公司深度合作，相关直播观看量屡破十万，活动曝光量近百万。自清算30%以上客户的美股订单 更快响应客户本地化需求作为华人券商中率先迈入美股自清算时代的科技券商，老虎证券在三个季度内实现30%以上的客户由旗下Marsco自清算美股交易，展现出强大的中后台金融技术壁垒。目前，老虎证券在包括簿记、交收、合规、风控等美股自清算全流程积累了丰富经验，业务自主性和灵活性更高。一季度部分券商对GME、AMC、KOSS等波动剧烈的标的作出临时交易限制，老虎证券则通过自清算尽可能满足客户交易需求。巫天华表示，自清算可让老虎证券针对不同国际市场的投资者提供更个性化的交易服务，支持更多交易品种，进一步提高本地化运营效率。截至目前，老虎证券在美国、新加坡、澳大利亚、新西兰等全球主流金融市场总计持有33张牌照和资质，有助于加速国际化扩张。","news_type":1},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102446138,"gmtCreate":1620238086824,"gmtModify":1704340628028,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DKNG\">$DraftKings Inc.(DKNG)$</a>rise with the earning report!!!","listText":"<a href=\"https://laohu8.com/S/DKNG\">$DraftKings Inc.(DKNG)$</a>rise with the earning report!!!","text":"$DraftKings Inc.(DKNG)$rise with the earning report!!!","images":[{"img":"https://static.tigerbbs.com/288facaf04f9337079b79f86c6f3965c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/102446138","isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":104629916,"gmtCreate":1620386663235,"gmtModify":1704342914680,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DKNG\">$DraftKings Inc.(DKNG)$</a>good earning report, but the price seems not rising... Not yet? Lol","listText":"<a href=\"https://laohu8.com/S/DKNG\">$DraftKings Inc.(DKNG)$</a>good earning report, but the price seems not rising... Not yet? Lol","text":"$DraftKings Inc.(DKNG)$good earning report, but the price seems not rising... Not yet? Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/104629916","isVote":1,"tweetType":1,"viewCount":656,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569799068046543","authorId":"3569799068046543","name":"5福临门","avatar":"https://static.tigerbbs.com/cd3cf8b50e19e24d3335ed7948b40f5d","crmLevel":3,"crmLevelSwitch":1,"idStr":"3569799068046543","authorIdStr":"3569799068046543"},"content":"DraftKings posted a loss of 87 cents a share, worse than analysts’ estimate of 44 cents, driven by sales and marketing expenses","text":"DraftKings posted a loss of 87 cents a share, worse than analysts’ estimate of 44 cents, driven by sales and marketing expenses","html":"DraftKings posted a loss of 87 cents a share, worse than analysts’ estimate of 44 cents, driven by sales and marketing expenses"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188910296793136,"gmtCreate":1687146379243,"gmtModify":1687146383047,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"Bull market? Still too early to say that&nbsp;","listText":"Bull market? Still too early to say that&nbsp;","text":"Bull market? Still too early to say that","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188910296793136","repostId":"2344912103","repostType":2,"repost":{"id":"2344912103","kind":"highlight","pubTimestamp":1687142700,"share":"https://ttm.financial/m/news/2344912103?lang=&edition=fundamental","pubTime":"2023-06-19 10:45","market":"us","language":"en","title":"The S&P 500 Has Entered a Bull Market, but Will It Last?","url":"https://stock-news.laohu8.com/highlight/detail?id=2344912103","media":"Markets Insider","summary":"Are we in a bear or bull market?The S&P 500 has pushed its way into a new bull market, but experts are torn over whether the rally can last.AI hype and resilient earnings from US companies have driven the rally in 2023.But that comes as experts warn that the US is close to tipping into a recession.Sign up for our newsletter to get the inside scoop on what traders are talking about — delivered daily to your inbox.David Rosenberg, founder of Rosenberg ResearchThe rally in stocks isn't backed by fundamentals and it won't last long, as the US is practically guaranteed to enter a recession this year, according to top economist David Rosenberg.That's because the S&P 500's strong performance this year is at odds with economic data, Rosenberg said. Unemployment claims, for instance, rose another 1,000 to 262,000 over the past week, sticking to the highest level si","content":"<html><head></head><body><ul><li><p>The S&amp;P 500 has pushed its way into a new bull market, but experts are torn over whether the rally can last.</p></li><li><p>AI hype and resilient earnings from US companies have driven the rally in 2023.</p></li><li><p>But that comes as experts warn that the US is close to tipping into a recession. </p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cbfd04758992779cc5e35d62044371b\" alt=\"Are we in a bear or bull market? Here&#39;s how they compare undefined undefined/ Getty Images\" title=\"Are we in a bear or bull market? Here&#39;s how they compare undefined undefined/ Getty Images\" tg-width=\"700\" tg-height=\"350\"/><span>Are we in a bear or bull market? Here&#39;s how they compare undefined undefined/ Getty Images</span></p><p style=\"text-align: left;\">The S&amp;P 500 is now up over 20% from its low in October, a technical signal that it is officially in a new bull market — but Wall Street remains torn on whether the current rally is truly the start of a new bull run, or a head fake before stocks inevitably crash again. </p><p style=\"text-align: left;\">The benchmark index has largely been boosted by the rally in mega-cap tech stocks, thanks to Wall Street&#39;s enthusiasm for artificial intelligence. Analysts say AI could boost productivity, profits, and take stocks higher in coming years, overlooking concerns for now that a dot-com style bubble is forming in the sector. </p><p style=\"text-align: left;\">Experts remain concerned about a looming recession, with alarms coming from all sorts of economic indicators, from falling cardboard demand to declining RV sales. The US now has a 70% chance of tipping into recession by May 2024, per the latest projections from the New York Fed – an event that could easily throw the rally in stocks to the wayside. </p><p style=\"text-align: left;\">Here&#39;s what Wall Street commentators have to say on whether the current rally in stocks still has room to run. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd1c0cf6fd28cce3db3c453cdfa0c5e\" alt=\"Screenshot via Bloomberg TV\" title=\"Screenshot via Bloomberg TV\" tg-width=\"1000\" tg-height=\"500\"/><span>Screenshot via Bloomberg TV</span></p><h2 style=\"text-align: left;\">David Rosenberg, founder of Rosenberg Research</h2><p style=\"text-align: left;\">The rally in stocks isn&#39;t backed by fundamentals and it won&#39;t last long, as the US is practically guaranteed to enter a recession this year, according to top economist David Rosenberg.</p><p style=\"text-align: left;\">That&#39;s because the S&amp;P 500&#39;s strong performance this year is at odds with economic data, Rosenberg said. Unemployment claims, for instance, rose another 1,000 to 262,000 over the past week, sticking to the highest level since October 2021.</p><p style=\"text-align: left;\">Meanwhile, rising interest rates over the past year are tightening financial conditions, making recession more likely. And though central bankers kept rates steady at their policy meeting on Wednesday, officials suggested more hikes could be in store later this year as inflation remains a threat.</p><p style=\"text-align: left;\">&#34;This market continues to be nothing more than a short-term momentum play,&#34; Rosenberg said in a recent note. &#34;You can believe the press headlines or you can believe the leading indicators — which suggest that we do indeed have a 99.15% chance of an official NBER-defined recession,&#34; he said.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e513ecd2a306c6a5b2bda24c840b16f\" alt=\"Steve Marcus/Reuters\" title=\"Steve Marcus/Reuters\" tg-width=\"1000\" tg-height=\"500\"/><span>Steve Marcus/Reuters</span></p><h2 style=\"text-align: left;\">Jeremy Siegel, economist and Wharton School professor of finance</h2><p style=\"text-align: left;\">Investors can expect the rally in stocks to end as the US enters a mild recession this year, according to top economist Jeremy Siegel. </p><p style=\"text-align: left;\">Siegel has been a loud critic of the Fed policy in the last year, and has urged central bankers to pull back on interest rates increases in order to avoid causing a recession. </p><p style=\"text-align: left;\">Though he previously predicted a 15% increase for the S&amp;P 500, he&#39;s turned more bearish on the market as recession odds increase. Stocks will likely slip as the US is on the path to a shallow recession this year, he predicted, though equities are unlikely to drop back to lows reached in October of last year. </p><p style=\"text-align: left;\">&#34;This recent bull market move is no guarantee we are out of the woods from the downturn,&#34; Siegel said in his weekly commentary piece for WisdomTree on Monday. &#34;I remain cautious and I do not think we have the start of a major up move here,&#34; he added.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17b230be2b24f78156b4d13acdf659cf\" alt=\"Bloomberg\" title=\"Bloomberg\" tg-width=\"1000\" tg-height=\"500\"/><span>Bloomberg</span></p><h2 style=\"text-align: left;\">Mike Wilson, Morgan Stanley CIO and chief equities strategist</h2><p style=\"text-align: left;\">The current rally in stocks is a fluke, and the bear market is still alive. Importantly, corporate earnings are set to drop through the rest of this year, which will spark a sell-0ff, according to Morgan Stanley&#39;s top stock strategist Mike Wilson.</p><p style=\"text-align: left;\">Wilson has warned of a steep earnings recession for months. Corporations are still battling inflation pressures and tighter financial conditions, which could take profits down as much as 16%, he predicted.</p><p style=\"text-align: left;\">&#34;While we believe that AI is for real and will likely lead to some substantial efficiencies that help to fight inflation, it&#39;s unlikely to prevent the earnings recession we forecast for this year,&#34; Wilson said in a recent note.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39a97dbbf16594ad5acd87138e6f2378\" alt=\"Cindy Ord/Getty Images\" title=\"Cindy Ord/Getty Images\" tg-width=\"1000\" tg-height=\"500\"/><span>Cindy Ord/Getty Images</span></p><h2 style=\"text-align: left;\">Tom Lee, Fundstrat head of research</h2><p style=\"text-align: left;\">Fundstrat&#39;s Tom Lee, among the first to call the bull market in stocks, thinks the rally has room to expand beyond the tech sector.</p><p style=\"text-align: left;\">In Lee&#39;s view, the economy is actually on the verge of an expansion, not a recession. Inflation is showing signs of softening, and businesses are actually headed for a boom in profitability. </p><p style=\"text-align: left;\">&#34;Instead of a recession unfolding, it looks like the economy is slipping into an expansion, he said in a recent interview with CNBC. &#34;I don&#39;t think stocks are extended. I think the FAANGS did the heavy lifting and I think if we are slipping into an expansion, a lot of other groups are going to participate,&#34; he later added.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5ecf0aba58e4bc4d5a7377abd0623d4\" alt=\"Brendan McDermid/Reuters\" title=\"Brendan McDermid/Reuters\" tg-width=\"1000\" tg-height=\"500\"/><span>Brendan McDermid/Reuters</span></p><h2 style=\"text-align: left;\">Goldman Sachs</h2><p style=\"text-align: left;\">The hype for AI is real and could lead the S&amp;P 500 to climb higher this year, Goldman Sachs said.</p><p style=\"text-align: left;\">The investment bank touted the potential benefits of AI, as firms adopting the technology could see a boost in productivity and therefore, a boost to earnings. That could take the S&amp;P 500 as much as 14% higher in the coming years, strategists said.</p><p style=\"text-align: left;\">And though the AI excitement has primarily boosted tech stocks, the rally could spill over into other sectors, as previous episodes of narrow market breadth have translated into a larger percentage of winning stocks in the S&amp;P 500 overall. </p><p style=\"text-align: left;\">The bank has also lowered its estimate of recession hitting the economy this year to 25%, down from a 35% chance predicted earlier this year. </p><p style=\"text-align: left;\">The S&amp;P 500 could end the year at 4,500, strategists predicted, implying around a 5% upside from current levels and a gain of about 17% for the full year. <br/></p></body></html>","source":"marketsinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The S&P 500 Has Entered a Bull Market, but Will It Last?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe S&P 500 Has Entered a Bull Market, but Will It Last?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-19 10:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://markets.businessinsider.com/news/stocks/stock-market-outlook-bull-rally-sp500-recession-ai-tech-investing-2023-06><strong>Markets Insider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 has pushed its way into a new bull market, but experts are torn over whether the rally can last.AI hype and resilient earnings from US companies have driven the rally in 2023.But that ...</p>\n\n<a href=\"https://markets.businessinsider.com/news/stocks/stock-market-outlook-bull-rally-sp500-recession-ai-tech-investing-2023-06\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4552":"Archegos爆仓风波概念","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4588":"碎股","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","BK4127":"投资银行业与经纪业","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0106831901.USD":"贝莱德世界金融基金A2","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念",".DJI":"道琼斯","BK4533":"AQR资本管理(全球第二大对冲基金)",".IXIC":"NASDAQ Composite","LU0971096721.USD":"富达环球金融服务 A",".SPX":"S&P 500 Index","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4559":"巴菲特持仓","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4550":"红杉资本持仓"},"source_url":"https://markets.businessinsider.com/news/stocks/stock-market-outlook-bull-rally-sp500-recession-ai-tech-investing-2023-06","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2344912103","content_text":"The S&P 500 has pushed its way into a new bull market, but experts are torn over whether the rally can last.AI hype and resilient earnings from US companies have driven the rally in 2023.But that comes as experts warn that the US is close to tipping into a recession. Are we in a bear or bull market? Here's how they compare undefined undefined/ Getty ImagesThe S&P 500 is now up over 20% from its low in October, a technical signal that it is officially in a new bull market — but Wall Street remains torn on whether the current rally is truly the start of a new bull run, or a head fake before stocks inevitably crash again. The benchmark index has largely been boosted by the rally in mega-cap tech stocks, thanks to Wall Street's enthusiasm for artificial intelligence. Analysts say AI could boost productivity, profits, and take stocks higher in coming years, overlooking concerns for now that a dot-com style bubble is forming in the sector. Experts remain concerned about a looming recession, with alarms coming from all sorts of economic indicators, from falling cardboard demand to declining RV sales. The US now has a 70% chance of tipping into recession by May 2024, per the latest projections from the New York Fed – an event that could easily throw the rally in stocks to the wayside. Here's what Wall Street commentators have to say on whether the current rally in stocks still has room to run. Screenshot via Bloomberg TVDavid Rosenberg, founder of Rosenberg ResearchThe rally in stocks isn't backed by fundamentals and it won't last long, as the US is practically guaranteed to enter a recession this year, according to top economist David Rosenberg.That's because the S&P 500's strong performance this year is at odds with economic data, Rosenberg said. Unemployment claims, for instance, rose another 1,000 to 262,000 over the past week, sticking to the highest level since October 2021.Meanwhile, rising interest rates over the past year are tightening financial conditions, making recession more likely. And though central bankers kept rates steady at their policy meeting on Wednesday, officials suggested more hikes could be in store later this year as inflation remains a threat.\"This market continues to be nothing more than a short-term momentum play,\" Rosenberg said in a recent note. \"You can believe the press headlines or you can believe the leading indicators — which suggest that we do indeed have a 99.15% chance of an official NBER-defined recession,\" he said.Steve Marcus/ReutersJeremy Siegel, economist and Wharton School professor of financeInvestors can expect the rally in stocks to end as the US enters a mild recession this year, according to top economist Jeremy Siegel. Siegel has been a loud critic of the Fed policy in the last year, and has urged central bankers to pull back on interest rates increases in order to avoid causing a recession. Though he previously predicted a 15% increase for the S&P 500, he's turned more bearish on the market as recession odds increase. Stocks will likely slip as the US is on the path to a shallow recession this year, he predicted, though equities are unlikely to drop back to lows reached in October of last year. \"This recent bull market move is no guarantee we are out of the woods from the downturn,\" Siegel said in his weekly commentary piece for WisdomTree on Monday. \"I remain cautious and I do not think we have the start of a major up move here,\" he added.BloombergMike Wilson, Morgan Stanley CIO and chief equities strategistThe current rally in stocks is a fluke, and the bear market is still alive. Importantly, corporate earnings are set to drop through the rest of this year, which will spark a sell-0ff, according to Morgan Stanley's top stock strategist Mike Wilson.Wilson has warned of a steep earnings recession for months. Corporations are still battling inflation pressures and tighter financial conditions, which could take profits down as much as 16%, he predicted.\"While we believe that AI is for real and will likely lead to some substantial efficiencies that help to fight inflation, it's unlikely to prevent the earnings recession we forecast for this year,\" Wilson said in a recent note.Cindy Ord/Getty ImagesTom Lee, Fundstrat head of researchFundstrat's Tom Lee, among the first to call the bull market in stocks, thinks the rally has room to expand beyond the tech sector.In Lee's view, the economy is actually on the verge of an expansion, not a recession. Inflation is showing signs of softening, and businesses are actually headed for a boom in profitability. \"Instead of a recession unfolding, it looks like the economy is slipping into an expansion, he said in a recent interview with CNBC. \"I don't think stocks are extended. I think the FAANGS did the heavy lifting and I think if we are slipping into an expansion, a lot of other groups are going to participate,\" he later added.Brendan McDermid/ReutersGoldman SachsThe hype for AI is real and could lead the S&P 500 to climb higher this year, Goldman Sachs said.The investment bank touted the potential benefits of AI, as firms adopting the technology could see a boost in productivity and therefore, a boost to earnings. That could take the S&P 500 as much as 14% higher in the coming years, strategists said.And though the AI excitement has primarily boosted tech stocks, the rally could spill over into other sectors, as previous episodes of narrow market breadth have translated into a larger percentage of winning stocks in the S&P 500 overall. The bank has also lowered its estimate of recession hitting the economy this year to 25%, down from a 35% chance predicted earlier this year. The S&P 500 could end the year at 4,500, strategists predicted, implying around a 5% upside from current levels and a gain of about 17% for the full year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147953004,"gmtCreate":1626329337608,"gmtModify":1703758008204,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"I don't think the price will go up&nbsp;","listText":"I don't think the price will go up&nbsp;","text":"I don't think the price will go up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/147953004","repostId":"1113252389","repostType":2,"repost":{"id":"1113252389","kind":"news","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":1626327337,"share":"https://ttm.financial/m/news/1113252389?lang=&edition=fundamental","pubTime":"2021-07-15 13:35","market":"us","language":"en","title":"TSMC’s Second-Quarter Profit Rises 11% on Strong Chip Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=1113252389","media":"Tiger Newspress","summary":"Taiwan Semiconductor Manufacturing Co. reported an 11% increase in quarterly profit, underscoring ho","content":"<p><a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a> Co. reported an 11% increase in quarterly profit, underscoring how the company has benefited from a global chip shortage that’s driven up orders from the automotive and other industries.</p>\n<p>Net income for the quarter ended in June rose to NT$134.4 billion ($4.8 billion), slightly below the average analyst estimate of NT$136.15 billion. Revenue came in at NT$372.15 billion based on previously released monthly sales figures.</p>\n<p>While an ongoing semiconductor shortage has hampered the global economic recovery from Covid-19, suppliers like TSMC, the world’s largest contract chipmaker, are among beneficiaries as they race to fulfill orders. The Taiwanese company is also likely to get a lift from plans by <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc., its largest customer, to ready 90 million units of upgraded iPhones for the second half of this year.</p>\n<p>“As TSMC will likely keep loading its capacity at extremely high utilization in upcoming quarters, we expect the strong revenue momentum to continue through end of 2021,” <a href=\"https://laohu8.com/S/C\">Citigroup</a> analyst Roland Shu wrote in a note last week. “Strong demand but limited capacity increases in the supply chain will continue to allow TSMC to best utilize its capacities and further strengthen its pricing power.”</p>\n<p>In early July, Daimler AG and Jaguar Land Rover warned that sales will be further curtailed by the persistent chip shortage, with the latter saying deliveries in the second quarter will be 50% worse than initially thought. The U.K. economy’s growth slowed to 0.8% in May, partly due to a 16.4% slump in the production of transport equipment triggered by a lack of semiconductors.</p>\n<p><a href=\"https://laohu8.com/S/UMC\">United Microelectronics</a> Corp., a smaller rival to TSMC, said last week that chip demand could continue to outpace supply until 2023.</p>\n<p>In response to the demand from carmakers, TSMC has said it will increase shipments to the sector. Revenue from automotive clients increased 12% from the first quarter, while high-performance computing climbed by a similar magnitude. Sales to smartphone clients, the biggest chunk of its revenue, eased 3% in the seasonally slower second quarter.</p>\n<p>Gross margin was 50%, below the roughly 51% average predicted by analysts. In early June, a cluster of Covid-19 infections at a factory in central Taiwan forced King Yuan Electronics Co., <a href=\"https://laohu8.com/S/AONE\">one</a> of the world’s leading chip-testing service providers, to shut operations temporarily. That led to minor disruptions in the Taiwanese semiconductor supply chain which many around the world rely on. TSMC said on Monday three of its employees were confirmed to have been infected, though it doesn’t see any impact on operations.</p>\n<p><img src=\"https://static.tigerbbs.com/8972f21d044da7c44c189d05e553355d\" tg-width=\"663\" tg-height=\"440\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li>TSMC today announced consolidated <b>revenue of &nbsp;NT$372.15 billion, net income of NT$134.36 billion, and diluted earnings per share of NT$5.18(US$0.93 per ADR unit)</b> for the second quarter ended June 30, 2021.</li>\n <li>Year-over-year, second quarter <b>revenue increased 19.8% while net income and diluted EPS both increased 11.2%.</b> Compared to first quarter 2021, second quarter results represented a 2.7% increase in revenue and a 3.8% decrease in net income. All figures were prepared in accordance with TIFRS on a consolidated basis.</li>\n <li>In US dollars, second quarter revenue was $13.29 billion, which increased 28.0% year-over-year and increased 2.9% from the previous quarter.</li>\n <li><b>Gross margin for the quarter was 50.0%,</b> operating margin was 39.1%, and net profit margin was 36.1%.</li>\n <li>In the second quarter, <b>shipments of 5-nanometer accounted for 18% of total wafer revenue; 7- nanometer accounted for 31%.</b> <a href=\"https://laohu8.com/S/AEIS\">Advanced</a> technologies, defined as 7-nanometer and more advanced technologies, accounted for 49% of total wafer revenue.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/3f1042154c2034c25d54d740e91d9a2e\" tg-width=\"658\" tg-height=\"434\" referrerpolicy=\"no-referrer\"></p>","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’s Second-Quarter Profit Rises 11% on Strong Chip Demand</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’s Second-Quarter Profit Rises 11% on Strong Chip Demand\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\">2021-07-15 13:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a> Co. reported an 11% increase in quarterly profit, underscoring how the company has benefited from a global chip shortage that’s driven up orders from the automotive and other industries.</p>\n<p>Net income for the quarter ended in June rose to NT$134.4 billion ($4.8 billion), slightly below the average analyst estimate of NT$136.15 billion. Revenue came in at NT$372.15 billion based on previously released monthly sales figures.</p>\n<p>While an ongoing semiconductor shortage has hampered the global economic recovery from Covid-19, suppliers like TSMC, the world’s largest contract chipmaker, are among beneficiaries as they race to fulfill orders. The Taiwanese company is also likely to get a lift from plans by <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc., its largest customer, to ready 90 million units of upgraded iPhones for the second half of this year.</p>\n<p>“As TSMC will likely keep loading its capacity at extremely high utilization in upcoming quarters, we expect the strong revenue momentum to continue through end of 2021,” <a href=\"https://laohu8.com/S/C\">Citigroup</a> analyst Roland Shu wrote in a note last week. “Strong demand but limited capacity increases in the supply chain will continue to allow TSMC to best utilize its capacities and further strengthen its pricing power.”</p>\n<p>In early July, Daimler AG and Jaguar Land Rover warned that sales will be further curtailed by the persistent chip shortage, with the latter saying deliveries in the second quarter will be 50% worse than initially thought. The U.K. economy’s growth slowed to 0.8% in May, partly due to a 16.4% slump in the production of transport equipment triggered by a lack of semiconductors.</p>\n<p><a href=\"https://laohu8.com/S/UMC\">United Microelectronics</a> Corp., a smaller rival to TSMC, said last week that chip demand could continue to outpace supply until 2023.</p>\n<p>In response to the demand from carmakers, TSMC has said it will increase shipments to the sector. Revenue from automotive clients increased 12% from the first quarter, while high-performance computing climbed by a similar magnitude. Sales to smartphone clients, the biggest chunk of its revenue, eased 3% in the seasonally slower second quarter.</p>\n<p>Gross margin was 50%, below the roughly 51% average predicted by analysts. In early June, a cluster of Covid-19 infections at a factory in central Taiwan forced King Yuan Electronics Co., <a href=\"https://laohu8.com/S/AONE\">one</a> of the world’s leading chip-testing service providers, to shut operations temporarily. That led to minor disruptions in the Taiwanese semiconductor supply chain which many around the world rely on. TSMC said on Monday three of its employees were confirmed to have been infected, though it doesn’t see any impact on operations.</p>\n<p><img src=\"https://static.tigerbbs.com/8972f21d044da7c44c189d05e553355d\" tg-width=\"663\" tg-height=\"440\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li>TSMC today announced consolidated <b>revenue of &nbsp;NT$372.15 billion, net income of NT$134.36 billion, and diluted earnings per share of NT$5.18(US$0.93 per ADR unit)</b> for the second quarter ended June 30, 2021.</li>\n <li>Year-over-year, second quarter <b>revenue increased 19.8% while net income and diluted EPS both increased 11.2%.</b> Compared to first quarter 2021, second quarter results represented a 2.7% increase in revenue and a 3.8% decrease in net income. All figures were prepared in accordance with TIFRS on a consolidated basis.</li>\n <li>In US dollars, second quarter revenue was $13.29 billion, which increased 28.0% year-over-year and increased 2.9% from the previous quarter.</li>\n <li><b>Gross margin for the quarter was 50.0%,</b> operating margin was 39.1%, and net profit margin was 36.1%.</li>\n <li>In the second quarter, <b>shipments of 5-nanometer accounted for 18% of total wafer revenue; 7- nanometer accounted for 31%.</b> <a href=\"https://laohu8.com/S/AEIS\">Advanced</a> technologies, defined as 7-nanometer and more advanced technologies, accounted for 49% of total wafer revenue.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/3f1042154c2034c25d54d740e91d9a2e\" tg-width=\"658\" tg-height=\"434\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113252389","content_text":"Taiwan Semiconductor Manufacturing Co. reported an 11% increase in quarterly profit, underscoring how the company has benefited from a global chip shortage that’s driven up orders from the automotive and other industries.\nNet income for the quarter ended in June rose to NT$134.4 billion ($4.8 billion), slightly below the average analyst estimate of NT$136.15 billion. Revenue came in at NT$372.15 billion based on previously released monthly sales figures.\nWhile an ongoing semiconductor shortage has hampered the global economic recovery from Covid-19, suppliers like TSMC, the world’s largest contract chipmaker, are among beneficiaries as they race to fulfill orders. The Taiwanese company is also likely to get a lift from plans by Apple Inc., its largest customer, to ready 90 million units of upgraded iPhones for the second half of this year.\n“As TSMC will likely keep loading its capacity at extremely high utilization in upcoming quarters, we expect the strong revenue momentum to continue through end of 2021,” Citigroup analyst Roland Shu wrote in a note last week. “Strong demand but limited capacity increases in the supply chain will continue to allow TSMC to best utilize its capacities and further strengthen its pricing power.”\nIn early July, Daimler AG and Jaguar Land Rover warned that sales will be further curtailed by the persistent chip shortage, with the latter saying deliveries in the second quarter will be 50% worse than initially thought. The U.K. economy’s growth slowed to 0.8% in May, partly due to a 16.4% slump in the production of transport equipment triggered by a lack of semiconductors.\nUnited Microelectronics Corp., a smaller rival to TSMC, said last week that chip demand could continue to outpace supply until 2023.\nIn response to the demand from carmakers, TSMC has said it will increase shipments to the sector. Revenue from automotive clients increased 12% from the first quarter, while high-performance computing climbed by a similar magnitude. Sales to smartphone clients, the biggest chunk of its revenue, eased 3% in the seasonally slower second quarter.\nGross margin was 50%, below the roughly 51% average predicted by analysts. In early June, a cluster of Covid-19 infections at a factory in central Taiwan forced King Yuan Electronics Co., one of the world’s leading chip-testing service providers, to shut operations temporarily. That led to minor disruptions in the Taiwanese semiconductor supply chain which many around the world rely on. TSMC said on Monday three of its employees were confirmed to have been infected, though it doesn’t see any impact on operations.\n\n\nTSMC today announced consolidated revenue of  NT$372.15 billion, net income of NT$134.36 billion, and diluted earnings per share of NT$5.18(US$0.93 per ADR unit) for the second quarter ended June 30, 2021.\nYear-over-year, second quarter revenue increased 19.8% while net income and diluted EPS both increased 11.2%. Compared to first quarter 2021, second quarter results represented a 2.7% increase in revenue and a 3.8% decrease in net income. All figures were prepared in accordance with TIFRS on a consolidated basis.\nIn US dollars, second quarter revenue was $13.29 billion, which increased 28.0% year-over-year and increased 2.9% from the previous quarter.\nGross margin for the quarter was 50.0%, operating margin was 39.1%, and net profit margin was 36.1%.\nIn the second quarter, shipments of 5-nanometer accounted for 18% of total wafer revenue; 7- nanometer accounted for 31%. Advanced technologies, defined as 7-nanometer and more advanced technologies, accounted for 49% of total wafer revenue.","news_type":1},"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191577673,"gmtCreate":1620895006892,"gmtModify":1704350039908,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"Like and comment&nbsp;","listText":"Like and comment&nbsp;","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/191577673","repostId":"1106026658","repostType":2,"repost":{"id":"1106026658","kind":"news","pubTimestamp":1620820023,"share":"https://ttm.financial/m/news/1106026658?lang=&edition=fundamental","pubTime":"2021-05-12 19:47","market":"us","language":"en","title":"These ‘panic events’ could soon spell relief for stock markets, says top strategist Thomas Lee","url":"https://stock-news.laohu8.com/highlight/detail?id=1106026658","media":"MarketWatch","summary":"Critical information for the U.S. trading day.\n\nThe clock is ticking down to a big reading on U.S. i","content":"<blockquote>\n <b>Critical information for the U.S. trading day.</b>\n</blockquote>\n<p>The clock is ticking down to a big reading on U.S. inflation, a red-hot topic for markets. Ahead of that, stock futures are pointing south, but by a less hefty amount than seen as of late.</p>\n<p>Perhaps helping out were the dip buyers who picked off beaten-down technology stocks on Tuesday, helping the Nasdaq erase a nearly 2% drop. The Dow Jones Industrial Average DJIA had its biggest one-day drop since the February rout.</p>\n<p>But could the worst be over?</p>\n<p>Providing our call of the day, Fundstrat Global Advisors’ founder Thomas Lee zeroes in on a couple of “panic events” that he believes could signal market capitulation. That occurs when investors dump their holdings, often driven by a correction, leading to a potential bottom for stocks.</p>\n<p>In a note to clients that published on Wednesday, Lee explained those events, starting with a 40% surge over two days for the Cboe Volatility Index, or the VIX VIX. Such action, he noted, has only been seen 20 times since 1990.</p>\n<p><img src=\"https://static.tigerbbs.com/14820ddbd819195b21350c67454b7a2e\" tg-width=\"1242\" tg-height=\"918\"></p>\n<p>\"Based on similar instances of VIX spikes since 1990, “unless we are entering a recession, the VIX spike is simply a panic/reset. And this washes out investor sentiment,” said Lee.</p>\n<p>His data show that since 1990, the S&amp;P 500 has experienced four bear-market instances and 16 bull-market instances when the VIX has seen a similar two-day surge. The median forward return in those bullish follow-ups has been 1.6%, 6% and 8.7% on a one, three and six-month basis.</p>\n<p>The second “panic event” also happened on Tuesday, when the NYSE Tick index, which compares the number of stocks moving up versus down, collapsed to its worst reading since 1999, dropping 2,069 points, said Lee.</p>\n<p><img src=\"https://static.tigerbbs.com/8afdff00cbdd8181cc225ab731064469\" tg-width=\"1242\" tg-height=\"811\"></p>\n<p>He said all nine other worst TICK readings took place during bull-market periods, with the exception of 2001, though he doesn’t think markets are repeating that year, given stocks were already in a downtrend two years before that.</p>\n<p>Here, he highlights (circled in blue) what happens after those low TICK readings:</p>\n<p><img src=\"https://static.tigerbbs.com/e3e98a1a5c98e360e52e050f314c74ec\" tg-width=\"1242\" tg-height=\"856\"></p>\n<p>While many investors might view [Tuesday’s] plunge and the surge in the VIX as a negative sign, it might surprise you but these are actually bullish signals. Foremost, keep in mind that bull markets ‘ride an escalator, and fall down an elevator,’ meaning, in a bull market, stocks rise steadily and then plunge suddenly. Thus, a VIX surge and massive negative NYSE tick reading is positive,” said Lee.</p>\n<p>If a capitulation is en route, he said, investors should rotate out of tech and into so-called “epicenter recommended areas,” referring to economically sensitive companies.</p>\n<p>Here are 10 from his list of dozens such stocks: Advance Auto Parts AAP, motorcycle maker Harley-Davidson HOG, Wyndham Hotels WH, Prosperity Bancshares PB, Bank of New York Mellon BK, amusement-park company Six Flags SIX, energy companies Exxon Mobil XOM and GE GE, airline JetBlue JBLU and department store Kohl’s KSS.</p>\n<p><b>Inflation day and ether surges</b></p>\n<p>Economists expect consumer prices, due ahead of the open, to climb in April for the 11th straight month, and the annual rate could reach above 3.5% for the first time since 2011. Ahead of those data, U.S. stock futures ES00 YM00 NQ00 are pointing south. Selling in Asia sent Taiwan’s TAIEX TW:Y9999 down more than 8% at one point, while European stocks XX:SXXP have rebounded after the worst session of the year.</p>\n<p>Days after a cyberattack, the Colonial Pipeline fuel outage continues to cause misery for U.S. drivers. The U.S. Energy Department says it is trying to help:</p>\n<p><img src=\"https://static.tigerbbs.com/e6569ec0c0e4ab354b6b2a990fbd9a57\" tg-width=\"1080\" tg-height=\"1378\"></p>\n<p>Digital currency ether ETHUSD has resumed its run higher after a brief pullback, with most digital currencies moving up. As some on Twitter TWTR are pointing out, the market cap of the cryptocurrency that runs on the ethereum blockchain is now bigger than that of JPMorgan JPM. And while meme cryptocurrency Dogecoin DOGEUSD is down, one Goldman Sachs GS worker reportedly made enough to quit his job.</p>\n<p><img src=\"https://static.tigerbbs.com/e01a37a645a13794eeaeeb26c11b0224\" tg-width=\"1080\" tg-height=\"1456\"></p>\n<p>Despite poor results in western trials, China’s Sinovac COVID-19 vaccine has eliminated the coronavirus that causes the disease among more than 25,000 Indonesian health workers.</p>\n<p>There has been no let up in the attacks on the Gaza Strip, which is turning into the worst outbreak of violence since 2014.</p>\n<p>Rep. Liz Cheney warned former President Donald Trump and his Republican supporters are trying to “undermine our democracy,” ahead of a vote that may strip her of a leadership post.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These ‘panic events’ could soon spell relief for stock markets, says top strategist Thomas Lee</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese ‘panic events’ could soon spell relief for stock markets, says top strategist Thomas Lee\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-12 19:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/these-panic-events-could-soon-spell-relief-for-stock-markets-says-top-strategist-thomas-lee-11620818511><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Critical information for the U.S. trading day.\n\nThe clock is ticking down to a big reading on U.S. inflation, a red-hot topic for markets. Ahead of that, stock futures are pointing south, but by a ...</p>\n\n<a href=\"https://www.marketwatch.com/story/these-panic-events-could-soon-spell-relief-for-stock-markets-says-top-strategist-thomas-lee-11620818511\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/these-panic-events-could-soon-spell-relief-for-stock-markets-says-top-strategist-thomas-lee-11620818511","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106026658","content_text":"Critical information for the U.S. trading day.\n\nThe clock is ticking down to a big reading on U.S. inflation, a red-hot topic for markets. Ahead of that, stock futures are pointing south, but by a less hefty amount than seen as of late.\nPerhaps helping out were the dip buyers who picked off beaten-down technology stocks on Tuesday, helping the Nasdaq erase a nearly 2% drop. The Dow Jones Industrial Average DJIA had its biggest one-day drop since the February rout.\nBut could the worst be over?\nProviding our call of the day, Fundstrat Global Advisors’ founder Thomas Lee zeroes in on a couple of “panic events” that he believes could signal market capitulation. That occurs when investors dump their holdings, often driven by a correction, leading to a potential bottom for stocks.\nIn a note to clients that published on Wednesday, Lee explained those events, starting with a 40% surge over two days for the Cboe Volatility Index, or the VIX VIX. Such action, he noted, has only been seen 20 times since 1990.\n\n\"Based on similar instances of VIX spikes since 1990, “unless we are entering a recession, the VIX spike is simply a panic/reset. And this washes out investor sentiment,” said Lee.\nHis data show that since 1990, the S&P 500 has experienced four bear-market instances and 16 bull-market instances when the VIX has seen a similar two-day surge. The median forward return in those bullish follow-ups has been 1.6%, 6% and 8.7% on a one, three and six-month basis.\nThe second “panic event” also happened on Tuesday, when the NYSE Tick index, which compares the number of stocks moving up versus down, collapsed to its worst reading since 1999, dropping 2,069 points, said Lee.\n\nHe said all nine other worst TICK readings took place during bull-market periods, with the exception of 2001, though he doesn’t think markets are repeating that year, given stocks were already in a downtrend two years before that.\nHere, he highlights (circled in blue) what happens after those low TICK readings:\n\nWhile many investors might view [Tuesday’s] plunge and the surge in the VIX as a negative sign, it might surprise you but these are actually bullish signals. Foremost, keep in mind that bull markets ‘ride an escalator, and fall down an elevator,’ meaning, in a bull market, stocks rise steadily and then plunge suddenly. Thus, a VIX surge and massive negative NYSE tick reading is positive,” said Lee.\nIf a capitulation is en route, he said, investors should rotate out of tech and into so-called “epicenter recommended areas,” referring to economically sensitive companies.\nHere are 10 from his list of dozens such stocks: Advance Auto Parts AAP, motorcycle maker Harley-Davidson HOG, Wyndham Hotels WH, Prosperity Bancshares PB, Bank of New York Mellon BK, amusement-park company Six Flags SIX, energy companies Exxon Mobil XOM and GE GE, airline JetBlue JBLU and department store Kohl’s KSS.\nInflation day and ether surges\nEconomists expect consumer prices, due ahead of the open, to climb in April for the 11th straight month, and the annual rate could reach above 3.5% for the first time since 2011. Ahead of those data, U.S. stock futures ES00 YM00 NQ00 are pointing south. Selling in Asia sent Taiwan’s TAIEX TW:Y9999 down more than 8% at one point, while European stocks XX:SXXP have rebounded after the worst session of the year.\nDays after a cyberattack, the Colonial Pipeline fuel outage continues to cause misery for U.S. drivers. The U.S. Energy Department says it is trying to help:\n\nDigital currency ether ETHUSD has resumed its run higher after a brief pullback, with most digital currencies moving up. As some on Twitter TWTR are pointing out, the market cap of the cryptocurrency that runs on the ethereum blockchain is now bigger than that of JPMorgan JPM. And while meme cryptocurrency Dogecoin DOGEUSD is down, one Goldman Sachs GS worker reportedly made enough to quit his job.\n\nDespite poor results in western trials, China’s Sinovac COVID-19 vaccine has eliminated the coronavirus that causes the disease among more than 25,000 Indonesian health workers.\nThere has been no let up in the attacks on the Gaza Strip, which is turning into the worst outbreak of violence since 2014.\nRep. Liz Cheney warned former President Donald Trump and his Republican supporters are trying to “undermine our democracy,” ahead of a vote that may strip her of a leadership post.","news_type":1},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350868394209544,"gmtCreate":1726686812493,"gmtModify":1726686816071,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v> good luck for the shorters 😏","listText":"<a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v> good luck for the shorters 😏","text":"$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ good luck for the shorters 😏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350868394209544","isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348943088128312,"gmtCreate":1726231242737,"gmtModify":1726231246554,"author":{"id":"3580489378983205","authorId":"3580489378983205","name":"cheeyang","avatar":"https://static.tigerbbs.com/08fa982f605ab633c4bdab795e3394fc","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580489378983205","authorIdStr":"3580489378983205"},"themes":[],"htmlText":"Stop showing your limited knowledge&nbsp;","listText":"Stop showing your limited knowledge&nbsp;","text":"Stop showing your limited knowledge","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348943088128312","repostId":"2466270404","repostType":2,"repost":{"id":"2466270404","kind":"highlight","pubTimestamp":1726229310,"share":"https://ttm.financial/m/news/2466270404?lang=&edition=fundamental","pubTime":"2024-09-13 20:08","market":"sh","language":"en","title":"Nvidia: The Price Is Too High","url":"https://stock-news.laohu8.com/highlight/detail?id=2466270404","media":"seekingalpha","summary":"The market has negatively reacted to Nvidia’s latest earnings report.Nvidia faces several risks that will likely undermine its efforts to grow its sales across the globe.We also believe that Nvidia is","content":"<html><head></head><body><ul style=\"\"><li><p>The market has negatively reacted to Nvidia’s latest earnings report.</p></li><li><p>Nvidia faces several risks that will likely undermine its efforts to grow its sales across the globe.</p></li><li><p>We also believe that Nvidia is overvalued, its upside is limited, and its stock is a SELL for us.</p></li></ul><h2 id=\"id_3486510891\">Nvidia Disappoints The Market</h2><p>Two weeks ago, Nvidia released its Q2’25 earnings report, which showed that the revenues during the quarter were $30.04 billion, up 122.4% Y/Y and above the consensus by $1.29 billion. Despite such results, the company’s shares initially declined after the results were revealed.</p><p>In part, the decline was caused by the expectations that Nvidia’s growth rate is about to normalize in the upcoming quarters, which means that the triple-digit growth rate is likely to be a thing of the past next year and beyond.</p><p>If we look closely at the performance of Nvidia’s stock, we’ll see that it started to gain momentum in May 2023. That is when the Q1’24 report was released, which showed that while the company’s revenues declined Y/Y, major growth was expected in the following quarter thanks to the increased demand for its first generative AI GPUs from the H100 series that started to gain traction back then. As the generative AI revolution began to gather steam, the sales for the company’s AI GPUs were accelerating, which made Nvidia trade at excessive multiples that are mostly far beyond the sector’s median multiples.</p><p>Ever since that report came in, the market’s perception was that the company needed to significantly beat the consensus estimates and meaningfully increase its guidance all the time for the shares to continue to trade at those high multiples. This has been the case in recent quarters so far. In Q3’24, Q4’24, and Q1’25, Nvidia beat the revenue consensus by a wide margin and announced a major guidance increase that was above the street expectations by a significant margin as well. Thanks to this, Nvidia’s shares rallied, and the company was able to become one of the most valuable businesses in the world in less than two years.</p><p>However, after the recent Q2’25 report came in, there’s a sign that the pace of growth appears to be slowing down, and it’s one of the main reasons why the stock has been declining recently. CNN reported that investors were likely disappointed that Nvidia didn’t beat the estimates by a wider margin. Another Seeking Alpha contributor Jonathan Weber also noted that while the revenue estimates were beaten by around 4%, it’s not as great when compared to a year ago when revenue estimates were beaten by around 20%. If we look at Nvidia’s earnings history, we’ll see that the revenue beat in absolute numbers has been shrinking during each consecutive quarter starting from Q2’24. Professor Aswath Damodaran noted that <em>there are clear signs of more slowing to come, as scaling will continue to push revenue growth down.</em></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1e0ecde52260da152c697a1556ad66bb\" tg-width=\"640\" tg-height=\"137\"/></p><p>Earnings History (Seeking Alpha)</p><p>In addition to that, the guidance also was relatively weak and contributed to the decline in share price as well. In Q3, Nvidia expects to generate $32.5 billion in revenues, which is less than a billion dollars from the consensus of $31.71 billion. This was one of the biggest disappointments of the recent earnings report, as the market expected a better guidance. Professor Aswath Damodaran also explained what to make from this guidance and what’s to come next, and we fully share his point of view:</p><blockquote><p>As a company that has played the expectations game well, it should come as no surprise that Nvidia provided guidance for future quarters in its second quarter report, and here too, there were reminders that comparisons would get more challenging in future quarters, as they predicted that revenue growth rates would come back to earth, and that margins would, at best, level off or perhaps even decline.</p></blockquote><h2 id=\"id_3089099913\">Additional Issues To Consider</h2><p>While the guidance has been rather disappointing, there’s also a possibility that it would be more challenging for Nvidia to meet it, and especially exceed it, as it faces some additional challenges right now. Last month, news came in that Nvidia’s upcoming Blackwell GPUs will be delayed, which resulted in a short-term selloff of the company’s shares. Nvidia in the recent conference call hinted that the potential delay was due to the technical change to improve the production yields of Blackwell and the production ramp-up is expected only in Q4. As such, there’s a possibility that the overall performance in Q3 could also disappoint investors when the next earnings report comes out in November.</p><p>There’s also a risk that the guidance in the next earnings report could also disappoint investors, since the company faces some external risks that are outside of its control. In the Q1 earnings call, the management admitted that their data center revenue in China is down significantly due to the American chip export restrictions that were implemented last year. In the recent Q2 earnings call, they repeated that their current sales in China are below the previous levels. Since the China-USA relations are not expected to significantly improve anytime soon and Beijing has recently retaliated by imposing its export restrictions as well, the macro risks will remain and will likely continue to undermine Nvidia’s efforts to grow revenues across the globe.</p><p>As a result of all of that, we believe that Nvidia is not a good investment right now and its shares have a decent chance of continuing to depreciate or trade sideways in the upcoming months.</p><h2 id=\"id_2000837632\">The Intrinsic Value of Nvidia</h2><p>Right now, we believe that Nvidia’s stock is also overvalued, especially since it trades at a forward P/E of 38x, while the sector’s median P/E is only 23x. Seeking Alpha’s Quant system also gives Nvidia a rating of D- for valuation. To figure out Nvidia’s intrinsic value and how big is its downside, we created our valuation model.</p><p>To create a model, we added some initial data that can be seen on the left side of the table below. The tax rate in our model is 21%. This is the current corporate tax rate in the United States. While Nvidia’s effective tax rate was lower in the last year, our model covers a period of the next five years where the tax rate might increase. This is why it makes sense to assume a higher rate in the model. We made this model at a time when Nvidia was trading at $116.91 per share, and the long-term debt and the cash reserves data was added from the latest earnings report. The perpetual growth rate is 3%, which is close to the historical inflation and GDP rate.</p><p>The discount rate in our model is 10.28%. The calculation for the discount rate is presented in the middle and right columns of the table, which can be seen below. First, we calculated the cost of debt and the after-tax cost of debt by using Nvidia’s TTM financial data. Then we calculated the cost of equity by using the risk-free rate of 3.86%, the beta of 1.68, and the inflation-adjusted market-return rate of 7.70%. In the end, we weighted Nvidia’s debt profile with its equity and figured out the discount rate.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4525cc5cfd74d912557f2358499ce023\" tg-width=\"640\" tg-height=\"183\"/></p><p>Nvidia’s Valuation (Bears of Wall Street)</p><p>Once we filled in the entry data, we moved on to forecasting Nvidia’s growth in the upcoming years. The sales growth rate of 106% in the model is similar to the overall expectations for the current fiscal year. While the pace of growth is expected to subside going forward, the company still had strong growth at the beginning of this fiscal year, which is why in FY25 we’ll still see a triple-digit rate for sales. After that, a normalization of the growth rate is expected to happen and is reflected in our model. The EBIT as a percentage of sales is 62% in the model, which is close to the company’s historical performance in recent months. The tax rate is 21%, while the assumptions for the rest of the metrics closely match up with Nvidia’s historical performance.</p><p>Our forecast helped us figure out the present value of Nvidia’s FCF in the upcoming years. We were then able to calculate the cumulative value of Nvidia’s FCF, apply the discount and perpetual growth rates, and figure out the terminal value and the present value of Nvidia’s terminal value. We then added Nvidia’s present value of the terminal value to the cumulative present value of its FCF to calculate the company’s enterprise value, which in our case is $1.94 trillion.</p><p>Once the enterprise value was found, we then added Nvidia’s cash, subtracted the long-term debt from it, and arrived at an equity value of $1.97 trillion. After that, we divided Nvidia’s equity value by the number of its shares and arrived at the intrinsic value of $79.33 per share. This means that Nvidia’s stock is overvalued by around 32%. That’s why we believe that Nvidia is a SELL right now.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c7c5c3fa734baa66f95a87eecfb553f6\" tg-width=\"640\" tg-height=\"228\"/></p><p>Nvidia’s Valuation (Bears of Wall Street)</p><p>It’s also important to note that at a market cap of nearly ~$2. 65 trillion, it’s hard to justify Nvidia’s current price, even after the recent decline caused by the latest earnings report. The whole generative AI market under one of the most optimistic assumptions is expected to be worth $1.3 trillion in 2032. In addition, the overall cloud market could be worth only as much as $1.8 trillion by 2029. Considering this, Nvidia’s current valuation today simply doesn’t make a lot of sense to us.</p><h2 id=\"id_815598079\">Risks To Our Bearish Thesis</h2><p>Despite all the negativity, several risks could undermine our bearish thesis. The most obvious is the potential greater ramp-up of sales in the second half of the year, which would make the market excited again about Nvidia’s growth prospects. The potential delay of Blackwell shipments could be offset by the potential increase of the company’s Hopper series GPUs, especially since their supply and availability have improved. This could ensure that Nvidia performs well in Q3, and makes investors once again excited about investing into its shares if the beat is significant.</p><p>We also know from the latest conference call that the demand for Blackwell is above supply. If no further delays are announced, then when the Q3 report comes out, Nvidia could also announce a far more optimistic guidance for Q4, which could help revive the stock’s momentum later this year.</p><h2 id=\"id_584510153\">Final Thoughts</h2><p>Nvidia’s biggest issue is that its stock is priced for perfection, and any earnings report that includes an earnings beat without an impressive margin and relatively disappointing guidance would likely prevent a further appreciation of shares. This has been the case with the latest earnings report and the subsequent reaction of the market to it.</p><p>The macro challenges are also not going anywhere away, and potential catalysts might not even materialize in the end if the company fails to grow its sales due to potential supply issues or delays. That is why Nvidia’s upside is not guaranteed and until the Q3 numbers come out, its shares could continue to experience weakness. This is why at the current price, Nvidia stock is a SELL for us.</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>Nvidia: The Price Is Too High</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: The Price Is Too High\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-13 20:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4720611-nvidia-the-price-is-too-high><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The market has negatively reacted to Nvidia’s latest earnings report.Nvidia faces several risks that will likely undermine its efforts to grow its sales across the globe.We also believe that Nvidia is...</p>\n\n<a href=\"https://seekingalpha.com/article/4720611-nvidia-the-price-is-too-high\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","BK4581":"高盛持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","NVDA":"英伟达","BK4549":"软银资本持仓","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4548":"巴美列捷福持仓","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4592":"伊斯兰概念","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4587":"ChatGPT概念","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4543":"AI","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","BK4527":"明星科技股","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","BK4579":"人工智能","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4588":"碎股","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD"},"source_url":"https://seekingalpha.com/article/4720611-nvidia-the-price-is-too-high","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2466270404","content_text":"The market has negatively reacted to Nvidia’s latest earnings report.Nvidia faces several risks that will likely undermine its efforts to grow its sales across the globe.We also believe that Nvidia is overvalued, its upside is limited, and its stock is a SELL for us.Nvidia Disappoints The MarketTwo weeks ago, Nvidia released its Q2’25 earnings report, which showed that the revenues during the quarter were $30.04 billion, up 122.4% Y/Y and above the consensus by $1.29 billion. Despite such results, the company’s shares initially declined after the results were revealed.In part, the decline was caused by the expectations that Nvidia’s growth rate is about to normalize in the upcoming quarters, which means that the triple-digit growth rate is likely to be a thing of the past next year and beyond.If we look closely at the performance of Nvidia’s stock, we’ll see that it started to gain momentum in May 2023. That is when the Q1’24 report was released, which showed that while the company’s revenues declined Y/Y, major growth was expected in the following quarter thanks to the increased demand for its first generative AI GPUs from the H100 series that started to gain traction back then. As the generative AI revolution began to gather steam, the sales for the company’s AI GPUs were accelerating, which made Nvidia trade at excessive multiples that are mostly far beyond the sector’s median multiples.Ever since that report came in, the market’s perception was that the company needed to significantly beat the consensus estimates and meaningfully increase its guidance all the time for the shares to continue to trade at those high multiples. This has been the case in recent quarters so far. In Q3’24, Q4’24, and Q1’25, Nvidia beat the revenue consensus by a wide margin and announced a major guidance increase that was above the street expectations by a significant margin as well. Thanks to this, Nvidia’s shares rallied, and the company was able to become one of the most valuable businesses in the world in less than two years.However, after the recent Q2’25 report came in, there’s a sign that the pace of growth appears to be slowing down, and it’s one of the main reasons why the stock has been declining recently. CNN reported that investors were likely disappointed that Nvidia didn’t beat the estimates by a wider margin. Another Seeking Alpha contributor Jonathan Weber also noted that while the revenue estimates were beaten by around 4%, it’s not as great when compared to a year ago when revenue estimates were beaten by around 20%. If we look at Nvidia’s earnings history, we’ll see that the revenue beat in absolute numbers has been shrinking during each consecutive quarter starting from Q2’24. Professor Aswath Damodaran noted that there are clear signs of more slowing to come, as scaling will continue to push revenue growth down.Earnings History (Seeking Alpha)In addition to that, the guidance also was relatively weak and contributed to the decline in share price as well. In Q3, Nvidia expects to generate $32.5 billion in revenues, which is less than a billion dollars from the consensus of $31.71 billion. This was one of the biggest disappointments of the recent earnings report, as the market expected a better guidance. Professor Aswath Damodaran also explained what to make from this guidance and what’s to come next, and we fully share his point of view:As a company that has played the expectations game well, it should come as no surprise that Nvidia provided guidance for future quarters in its second quarter report, and here too, there were reminders that comparisons would get more challenging in future quarters, as they predicted that revenue growth rates would come back to earth, and that margins would, at best, level off or perhaps even decline.Additional Issues To ConsiderWhile the guidance has been rather disappointing, there’s also a possibility that it would be more challenging for Nvidia to meet it, and especially exceed it, as it faces some additional challenges right now. Last month, news came in that Nvidia’s upcoming Blackwell GPUs will be delayed, which resulted in a short-term selloff of the company’s shares. Nvidia in the recent conference call hinted that the potential delay was due to the technical change to improve the production yields of Blackwell and the production ramp-up is expected only in Q4. As such, there’s a possibility that the overall performance in Q3 could also disappoint investors when the next earnings report comes out in November.There’s also a risk that the guidance in the next earnings report could also disappoint investors, since the company faces some external risks that are outside of its control. In the Q1 earnings call, the management admitted that their data center revenue in China is down significantly due to the American chip export restrictions that were implemented last year. In the recent Q2 earnings call, they repeated that their current sales in China are below the previous levels. Since the China-USA relations are not expected to significantly improve anytime soon and Beijing has recently retaliated by imposing its export restrictions as well, the macro risks will remain and will likely continue to undermine Nvidia’s efforts to grow revenues across the globe.As a result of all of that, we believe that Nvidia is not a good investment right now and its shares have a decent chance of continuing to depreciate or trade sideways in the upcoming months.The Intrinsic Value of NvidiaRight now, we believe that Nvidia’s stock is also overvalued, especially since it trades at a forward P/E of 38x, while the sector’s median P/E is only 23x. Seeking Alpha’s Quant system also gives Nvidia a rating of D- for valuation. To figure out Nvidia’s intrinsic value and how big is its downside, we created our valuation model.To create a model, we added some initial data that can be seen on the left side of the table below. The tax rate in our model is 21%. This is the current corporate tax rate in the United States. While Nvidia’s effective tax rate was lower in the last year, our model covers a period of the next five years where the tax rate might increase. This is why it makes sense to assume a higher rate in the model. We made this model at a time when Nvidia was trading at $116.91 per share, and the long-term debt and the cash reserves data was added from the latest earnings report. The perpetual growth rate is 3%, which is close to the historical inflation and GDP rate.The discount rate in our model is 10.28%. The calculation for the discount rate is presented in the middle and right columns of the table, which can be seen below. First, we calculated the cost of debt and the after-tax cost of debt by using Nvidia’s TTM financial data. Then we calculated the cost of equity by using the risk-free rate of 3.86%, the beta of 1.68, and the inflation-adjusted market-return rate of 7.70%. In the end, we weighted Nvidia’s debt profile with its equity and figured out the discount rate.Nvidia’s Valuation (Bears of Wall Street)Once we filled in the entry data, we moved on to forecasting Nvidia’s growth in the upcoming years. The sales growth rate of 106% in the model is similar to the overall expectations for the current fiscal year. While the pace of growth is expected to subside going forward, the company still had strong growth at the beginning of this fiscal year, which is why in FY25 we’ll still see a triple-digit rate for sales. After that, a normalization of the growth rate is expected to happen and is reflected in our model. The EBIT as a percentage of sales is 62% in the model, which is close to the company’s historical performance in recent months. The tax rate is 21%, while the assumptions for the rest of the metrics closely match up with Nvidia’s historical performance.Our forecast helped us figure out the present value of Nvidia’s FCF in the upcoming years. We were then able to calculate the cumulative value of Nvidia’s FCF, apply the discount and perpetual growth rates, and figure out the terminal value and the present value of Nvidia’s terminal value. We then added Nvidia’s present value of the terminal value to the cumulative present value of its FCF to calculate the company’s enterprise value, which in our case is $1.94 trillion.Once the enterprise value was found, we then added Nvidia’s cash, subtracted the long-term debt from it, and arrived at an equity value of $1.97 trillion. After that, we divided Nvidia’s equity value by the number of its shares and arrived at the intrinsic value of $79.33 per share. This means that Nvidia’s stock is overvalued by around 32%. That’s why we believe that Nvidia is a SELL right now.Nvidia’s Valuation (Bears of Wall Street)It’s also important to note that at a market cap of nearly ~$2. 65 trillion, it’s hard to justify Nvidia’s current price, even after the recent decline caused by the latest earnings report. The whole generative AI market under one of the most optimistic assumptions is expected to be worth $1.3 trillion in 2032. In addition, the overall cloud market could be worth only as much as $1.8 trillion by 2029. Considering this, Nvidia’s current valuation today simply doesn’t make a lot of sense to us.Risks To Our Bearish ThesisDespite all the negativity, several risks could undermine our bearish thesis. The most obvious is the potential greater ramp-up of sales in the second half of the year, which would make the market excited again about Nvidia’s growth prospects. The potential delay of Blackwell shipments could be offset by the potential increase of the company’s Hopper series GPUs, especially since their supply and availability have improved. This could ensure that Nvidia performs well in Q3, and makes investors once again excited about investing into its shares if the beat is significant.We also know from the latest conference call that the demand for Blackwell is above supply. If no further delays are announced, then when the Q3 report comes out, Nvidia could also announce a far more optimistic guidance for Q4, which could help revive the stock’s momentum later this year.Final ThoughtsNvidia’s biggest issue is that its stock is priced for perfection, and any earnings report that includes an earnings beat without an impressive margin and relatively disappointing guidance would likely prevent a further appreciation of shares. This has been the case with the latest earnings report and the subsequent reaction of the market to it.The macro challenges are also not going anywhere away, and potential catalysts might not even materialize in the end if the company fails to grow its sales due to potential supply issues or delays. That is why Nvidia’s upside is not guaranteed and until the Q3 numbers come out, its shares could continue to experience weakness. This is why at the current price, Nvidia stock is a SELL for us.","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}