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DaveWLF

DaveWLF

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2023-06-02

I just bought the quest 2.

Why Did Meta Platforms Stock Jump 3% on Thursday

2022-07-23

Evergreen industry.

Is Amazon Stock a Buy After Acquiring One Medical for $3.9 Billion?

2022-07-15

What is inflation people?

Amazon Sells More Than 300 Million Items During Prime Day

2022-07-14

Think nth much will change.

Is Alphabet Stock a Buy Before Its Stock Split on July 15? 4 Analysts Weigh In

2022-07-13

Why would i ever wanna buy twitter?

Elon Musk Doesn't Want to Buy Twitter Anymore, and Neither Should You

2022-07-01

Too dependent on other companies.

TSMC Shares Slipped 4.15% as Major Clients Scale Back Orders

2022-06-29

After many days of rally, time to go down again.

Wall Street Tumbles After Weak U.S. Confidence Data; Oil Gains

2022-06-24

Why not tsla?

2 Crashing Nasdaq Stocks That You Shouldn't Buy on the Dip

2022-06-23

Have not place micron in my viewing list? Isit a good stock?

Nvidia And Micron: Recession Headwinds Are Tailwinds For AI, Buy The Beneficiaries

2022-06-21

Just hope that they can continue to grow AWS.

Sorry, the original content has been removed

2022-06-21

After dominating e-commerce, now to physical stores?

Amazon Fresh Ramps up Expansion With Five New Stores

2022-06-17

Looking at buy some reits. Any recommendations anyone?

Sorry, the original content has been removed

2022-06-16

More 0.75 instead of 0.5

Sorry, the original content has been removed

2022-06-14

The dreaded bear market is here! Down 20%.

US STOCKS-S&P 500 Confirms Bear Market As Recession Worry Grows

2022-06-11

I thought is 5 for 1?

Tesla Files for 3-for-1 Stock Split

2022-06-09

Finally above 100 again!

Chinese E-Commerce ADRs Climbed in Morning Trading

2022-06-08

Power! Finally hope this will change the direction.

Hot Chinese ADRs Jump in Morning Trading

2022-06-04

I like what you said!

@Songa:$Apple(AAPL)$Sometimes it is better to have it a little sour so we can appreciate its sweetness whenit comes

2022-06-02

Amzn stock split confirmed already?

How Are the GameStop and Amazon Stock Splits Different?

2022-06-01

Are we sure? Dead cat bounce

Grab Surged 13.69% as Upgraded to Outperform

Go to Tiger App to see more news

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just bought the quest 2.&nbsp;","listText":"I just bought the quest 2.&nbsp;","text":"I just bought the quest 2.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182940232572944","repostId":"2340871736","repostType":2,"repost":{"id":"2340871736","pubTimestamp":1685669223,"share":"https://www.laohu8.com/m/news/2340871736?lang=&edition=full","pubTime":"2023-06-02 09:27","market":"us","language":"en","title":"Why Did Meta Platforms Stock Jump 3% on Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=2340871736","media":"Motley Fool","summary":"The Facebook parent unveiled its Quest 3 mixed-reality headset.","content":"<html><head></head><body><h2>What happened</h2><p>Shares of <strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> </strong>were moving higher today as investors responded favorably to the Facebook parent&#39;s launch of its new Quest 3 mixed reality (MR) headset, which comes just days ahead of <strong>Apple&#39;s </strong>expected reveal of its own MR headset.</p><p>As a result, Meta stock jumped 3% on Thursday on the news.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41df78bb90572d314fd3d0e6439490cd\" tg-width=\"829\" tg-height=\"627\"/></p><h2>So what</h2><p>In an Instagram post, CEO Mark Zuckerberg announced the highly anticipated device. Priced at $499, the new headset is 40% thinner than the Quest 2 and is said to be more comfortable and offer better display resolution.</p><p>The new device will be available this fall, and the company said more details would come at its Connect conference on Sept. 27. Meta also plans to lower the prices of its Quest 2 device. </p><p>The announcement seemed to remind investors that VR headsets could finally be ready for prime time, especially as Apple is expected to launch its own device at its Worldwide Developers Conference later this month.</p><p>Apple hasn&#39;t yet publicly commented on its headset, but a report by Bloomberg said it could carry a price tag around $3,000, clearly targeting a different market from Meta.</p><h2>Now what</h2><p>The VR headset market is still small with 8.8 million sold last year, according to IDC, and Meta is the clear leader with nearly 80% of that market. Apple&#39;s headset launch will be the first major test of Meta&#39;s leadership, but Meta has a clear first-mover advantage here.</p><p>Meta stock has soared this year, but shares are starting to look pricey, especially as growth has stalled due to a lull in the advertising market. But if the Quest 3 -- which blends aspects of the physical world with the virtual world -- catches on, the stock could easily have another leg up as investors seem to have been ignoring that emerging business.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Did Meta Platforms Stock Jump 3% on Thursday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Did Meta Platforms Stock Jump 3% on Thursday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-02 09:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/06/01/why-meta-platforms-stock-was-up-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedShares of Meta Platforms were moving higher today as investors responded favorably to the Facebook parent's launch of its new Quest 3 mixed reality (MR) headset, which comes just days ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/06/01/why-meta-platforms-stock-was-up-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4507":"流媒体概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","AAPL":"苹果","BK4571":"数字音乐概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4527":"明星科技股","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4501":"段永平概念","LU0109392836.USD":"富兰克林科技股A","BK4579":"人工智能","BK4550":"红杉资本持仓","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4588":"碎股","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4574":"无人驾驶","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","BK4573":"虚拟现实","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4581":"高盛持仓","BK4512":"苹果概念","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4170":"电脑硬件、储存设备及电脑周边","LU0072462426.USD":"贝莱德全球配置 A2","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4515":"5G概念","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4554":"元宇宙及AR概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4553":"喜马拉雅资本持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4534":"瑞士信贷持仓"},"source_url":"https://www.fool.com/investing/2023/06/01/why-meta-platforms-stock-was-up-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2340871736","content_text":"What happenedShares of Meta Platforms were moving higher today as investors responded favorably to the Facebook parent's launch of its new Quest 3 mixed reality (MR) headset, which comes just days ahead of Apple's expected reveal of its own MR headset.As a result, Meta stock jumped 3% on Thursday on the news.So whatIn an Instagram post, CEO Mark Zuckerberg announced the highly anticipated device. Priced at $499, the new headset is 40% thinner than the Quest 2 and is said to be more comfortable and offer better display resolution.The new device will be available this fall, and the company said more details would come at its Connect conference on Sept. 27. Meta also plans to lower the prices of its Quest 2 device. The announcement seemed to remind investors that VR headsets could finally be ready for prime time, especially as Apple is expected to launch its own device at its Worldwide Developers Conference later this month.Apple hasn't yet publicly commented on its headset, but a report by Bloomberg said it could carry a price tag around $3,000, clearly targeting a different market from Meta.Now whatThe VR headset market is still small with 8.8 million sold last year, according to IDC, and Meta is the clear leader with nearly 80% of that market. Apple's headset launch will be the first major test of Meta's leadership, but Meta has a clear first-mover advantage here.Meta stock has soared this year, but shares are starting to look pricey, especially as growth has stalled due to a lull in the advertising market. But if the Quest 3 -- which blends aspects of the physical world with the virtual world -- catches on, the stock could easily have another leg up as investors seem to have been ignoring that emerging business.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077508361,"gmtCreate":1658538701753,"gmtModify":1676536173199,"author":{"id":"3581484544078459","authorId":"3581484544078459","name":"DaveWLF","avatar":"https://static.tigerbbs.com/ab3019f262c5904b094ef2497a87a00d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Evergreen industry.&nbsp;","listText":"Evergreen industry.&nbsp;","text":"Evergreen industry.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077508361","repostId":"2253034305","repostType":4,"repost":{"id":"2253034305","pubTimestamp":1658501355,"share":"https://www.laohu8.com/m/news/2253034305?lang=&edition=full","pubTime":"2022-07-22 22:49","market":"us","language":"en","title":"Is Amazon Stock a Buy After Acquiring One Medical for $3.9 Billion?","url":"https://stock-news.laohu8.com/highlight/detail?id=2253034305","media":"Motley Fool","summary":"It's Amazon's biggest healthcare deal yet.","content":"<html><head></head><body><p><b>Amazon&#39;s</b> mission has always been to be Earth&#39;s most customer-centric company.</p><p>What&#39;s unique about that approach is that it doesn&#39;t confine the company to any single industry. Though Amazon is best known for its e-commerce operation, the company also owns Amazon Web Services (AWS), a leading cloud infrastructure service; it produces gadgets like e-readers, tablets and voice-activated devices; it runs a video streaming service; it&#39;s become a heavyweight in logistics, and it even owns Whole Foods.</p><p>Amazon seeks to disrupt any industry where it can add value by prioritizing customers and for years, it has eyed the $800 billion healthcare industry. In 2018, it paid nearly $1 billion to acquire online pharmacy PillPack, and since then, it has opened virtual Amazon Care clinics. In 2018, it also formed a joint venture called Haven, with <b>Berkshire Hathaway </b>and <b>JPMorgan Chase </b>to tackle the exorbitant healthcare costs, but the initiative failed and has been closed.</p><p>Now, Amazon is taking its biggest step yet into the healthcare industry with its $3.9 billion (including debt) all-cash takeover of <b>1Life Healthcare</b>, known by consumers as One Medical. On Thursday, Amazon announced its plans to pay $18 a share for the health tech company, a premium of 77% over its closing price yesterday, showing serious interest in getting the deal done. Amazon&#39;s stock did not react much to the development. 1Life shares surged nearly 70%  on the news.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c2e5fd899c74825b7393ecd4e393bdc\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Amazon.</span></p><h2>Amazon gets serious about healthcare</h2><p>One Medical calls itself a &#34;human-centered, technology-powered U.S. primary care organization.&#34; It offers both in-person and virtual care, seeking to make healthcare more affordable, accessible, and enjoyable.</p><p>The company was founded in 2002  and finished its most recent quarter with 767,000 members, a 28% increase from the prior year.  For 2022, it expects revenue of $831 million to $853 million, and an adjusted EBITDA loss of $130 million to $150 million.</p><p>It&#39;s not clear what Amazon intends to do with One Medical -- if it will fold it into the Amazon Care brand, or have it continue to operate separately -- but the press release explained why Amazon finds One Medical attractive.</p><p>Neil Lindsay, SVP of Amazon Health Services said the company believes healthcare is in need of reinvention, saying, &#34;We see lots of opportunity to both improve the quality of the experience <i>and </i>give people back valuable time in their days.&#34; He added, &#34;Together with One Medical&#39;s human-centered and technology-powered approach to healthcare, we believe we can and will help more people get better care, when and how they need it. We look forward to delivering on that long-term mission.&#34; Human-centered and tech-powered sounds a lot like how Amazon would describe its approach to business.</p><p>Amazon did say that Amir Dan Rubin will stay on as CEO of One Medical.</p><h2>Should you buy Amazon stock now?</h2><p>There&#39;s no doubt that the healthcare market presents a mouthwatering opportunity for Amazon. It&#39;s a giant industry, one of the few big enough to move the needle for Amazon, and it&#39;s been highly profitable for established incumbents. The industry is also notorious for opaque pricing and providing terrible patient experiences. In other words, many Americans would be happy to see Amazon step in with its reputation for customer service and willingness to take risks.</p><p>However, the acquisition of One Medical isn&#39;t a guarantee of Amazon&#39;s success in healthcare. Its track record with acquisitions has been mixed. When Amazon bought Whole Foods, supermarket stocks plunged on the news, but in the five years since the acquisition, Amazon has struggled to increase Whole Foods&#39; market share. In healthcare, Amazon still seems far from being a true disruptor. The PillPack acquisition hasn&#39;t made Amazon a force in the pharmacy business, and its telehealth venture has yet to catch fire. Haven, the joint venture, was a notable flop.</p><p>Amazon tends to acquire companies in order to enter a market after it tries and struggles to go it alone. That doesn&#39;t mean the One Medical deal is a bad move. In fact, it shows Amazon is more serious than ever about making a play for the healthcare market, which is good news for Amazon investors hoping for new growth avenues. But it&#39;s too soon to judge whether the acquisition will ultimately pay off, especially as Amazon hasn&#39;t commented on any specific strategic initiatives related to the deal.</p><p>Looking at the big picture, the move is a reminder of why Amazon stock has dominated over the decades. The company is unafraid to tackle new industries and has consistently leveraged its reputation for customer service and its Prime membership program to successfully enter new categories. Amazon Prime gives the company a direct relationship with more than 200 million households globally and it&#39;s easy to see how that advantage can drive its growth in healthcare.</p><p>Today, the best reason to buy Amazon may be its cheap stock price as shares have pulled back sharply this year. Its history of growth and ramping profit margins thanks to AWS doesn&#39;t hurt either. In other words, Amazon doesn&#39;t need to succeed in healthcare for the stock to outperform, but disrupting the massive industry would certainly sweeten the deal.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Amazon Stock a Buy After Acquiring One Medical for $3.9 Billion?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Amazon Stock a Buy After Acquiring One Medical for $3.9 Billion?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-22 22:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/22/is-amazon-stock-a-buy-after-acquiring-one-medical/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon's mission has always been to be Earth's most customer-centric company.What's unique about that approach is that it doesn't confine the company to any single industry. Though Amazon is best ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/22/is-amazon-stock-a-buy-after-acquiring-one-medical/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/07/22/is-amazon-stock-a-buy-after-acquiring-one-medical/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253034305","content_text":"Amazon's mission has always been to be Earth's most customer-centric company.What's unique about that approach is that it doesn't confine the company to any single industry. Though Amazon is best known for its e-commerce operation, the company also owns Amazon Web Services (AWS), a leading cloud infrastructure service; it produces gadgets like e-readers, tablets and voice-activated devices; it runs a video streaming service; it's become a heavyweight in logistics, and it even owns Whole Foods.Amazon seeks to disrupt any industry where it can add value by prioritizing customers and for years, it has eyed the $800 billion healthcare industry. In 2018, it paid nearly $1 billion to acquire online pharmacy PillPack, and since then, it has opened virtual Amazon Care clinics. In 2018, it also formed a joint venture called Haven, with Berkshire Hathaway and JPMorgan Chase to tackle the exorbitant healthcare costs, but the initiative failed and has been closed.Now, Amazon is taking its biggest step yet into the healthcare industry with its $3.9 billion (including debt) all-cash takeover of 1Life Healthcare, known by consumers as One Medical. On Thursday, Amazon announced its plans to pay $18 a share for the health tech company, a premium of 77% over its closing price yesterday, showing serious interest in getting the deal done. Amazon's stock did not react much to the development. 1Life shares surged nearly 70%  on the news.Image source: Amazon.Amazon gets serious about healthcareOne Medical calls itself a \"human-centered, technology-powered U.S. primary care organization.\" It offers both in-person and virtual care, seeking to make healthcare more affordable, accessible, and enjoyable.The company was founded in 2002  and finished its most recent quarter with 767,000 members, a 28% increase from the prior year.  For 2022, it expects revenue of $831 million to $853 million, and an adjusted EBITDA loss of $130 million to $150 million.It's not clear what Amazon intends to do with One Medical -- if it will fold it into the Amazon Care brand, or have it continue to operate separately -- but the press release explained why Amazon finds One Medical attractive.Neil Lindsay, SVP of Amazon Health Services said the company believes healthcare is in need of reinvention, saying, \"We see lots of opportunity to both improve the quality of the experience and give people back valuable time in their days.\" He added, \"Together with One Medical's human-centered and technology-powered approach to healthcare, we believe we can and will help more people get better care, when and how they need it. We look forward to delivering on that long-term mission.\" Human-centered and tech-powered sounds a lot like how Amazon would describe its approach to business.Amazon did say that Amir Dan Rubin will stay on as CEO of One Medical.Should you buy Amazon stock now?There's no doubt that the healthcare market presents a mouthwatering opportunity for Amazon. It's a giant industry, one of the few big enough to move the needle for Amazon, and it's been highly profitable for established incumbents. The industry is also notorious for opaque pricing and providing terrible patient experiences. In other words, many Americans would be happy to see Amazon step in with its reputation for customer service and willingness to take risks.However, the acquisition of One Medical isn't a guarantee of Amazon's success in healthcare. Its track record with acquisitions has been mixed. When Amazon bought Whole Foods, supermarket stocks plunged on the news, but in the five years since the acquisition, Amazon has struggled to increase Whole Foods' market share. In healthcare, Amazon still seems far from being a true disruptor. The PillPack acquisition hasn't made Amazon a force in the pharmacy business, and its telehealth venture has yet to catch fire. Haven, the joint venture, was a notable flop.Amazon tends to acquire companies in order to enter a market after it tries and struggles to go it alone. That doesn't mean the One Medical deal is a bad move. In fact, it shows Amazon is more serious than ever about making a play for the healthcare market, which is good news for Amazon investors hoping for new growth avenues. But it's too soon to judge whether the acquisition will ultimately pay off, especially as Amazon hasn't commented on any specific strategic initiatives related to the deal.Looking at the big picture, the move is a reminder of why Amazon stock has dominated over the decades. The company is unafraid to tackle new industries and has consistently leveraged its reputation for customer service and its Prime membership program to successfully enter new categories. Amazon Prime gives the company a direct relationship with more than 200 million households globally and it's easy to see how that advantage can drive its growth in healthcare.Today, the best reason to buy Amazon may be its cheap stock price as shares have pulled back sharply this year. Its history of growth and ramping profit margins thanks to AWS doesn't hurt either. In other words, Amazon doesn't need to succeed in healthcare for the stock to outperform, but disrupting the massive industry would certainly sweeten the deal.","news_type":1},"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076877892,"gmtCreate":1657842024016,"gmtModify":1676536069120,"author":{"id":"3581484544078459","authorId":"3581484544078459","name":"DaveWLF","avatar":"https://static.tigerbbs.com/ab3019f262c5904b094ef2497a87a00d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"What is inflation people?","listText":"What is inflation people?","text":"What is inflation people?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076877892","repostId":"2251730174","repostType":4,"repost":{"id":"2251730174","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":1657841779,"share":"https://www.laohu8.com/m/news/2251730174?lang=&edition=full","pubTime":"2022-07-15 07:36","market":"us","language":"en","title":"Amazon Sells More Than 300 Million Items During Prime Day","url":"https://stock-news.laohu8.com/highlight/detail?id=2251730174","media":"Dow Jones","summary":"Amazon.com Inc. said this year's Prime Day event, its annual shopping blitz, was its biggest ever, o","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a> said this year&#39;s Prime Day event, its annual shopping blitz, was its biggest ever, offering few specifics in a year when shoppers are being squeezed by inflation.</p><p>Amazon said in a statement Thursday morning that customers purchased more than 300 million items during the event, adding that some of the bestselling items were premium beauty products, Apple Watches, diapers and kitchen items.</p><p>The company said it sold more Amazon devices during this Prime Day than any other and that Prime members saved more than $1.7 billion from shopping the deals.</p><p>An Amazon spokesperson said Thursday that Prime Day sales growth increased from a year ago.</p><p>The e-commerce giant didn&#39;t report its total revenue during the two-day event, which was held Tuesday and Wednesday. It said small and medium-size businesses saw more sales growth on its website during the event than the company&#39;s own retail business.</p><p>Amazon shares fell more than 2% Thursday morning amid a broad market drop. The stock has lost more than one-third of its value so far this year.</p><p>Amazon launched Prime Day in 2015 in hopes that it would boost summer sales during what is often a slow quarter for the company, making it a summer Black Friday of sorts. Experts have said that Prime Day could serve as a bellwether for the consumer shopping industry as inflation strains shoppers.</p><p>The event also drives new subscribers to its Prime membership program because only members can shop the deals. The company on Thursday said that it had more than 200 million Prime members.</p><p>This year&#39;s Prime Day revenue in the U.S. reached $11.9 billion, <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> reported Thursday, up from $11 billion during last year&#39;s event. Toys and electronics were among the most steeply discounted items.</p><p>The research firm Insider Intelligence projected before Prime Day that overall sales from the event would reach about $7.76 billion in the U.S., a 17% increase from last year&#39;s event in June.</p><p>The research firm Numerator, which tracks Prime Day data, reported Thursday morning that the average order price was $52.26, up from $44.75 during last year&#39;s event. It couldn&#39;t be learned if the order size increased because people bought more items or because inflation had driven prices up.</p><p>U.S. consumer inflation jumped in June to a four-decade high of 9.1%, the Labor Department said Wednesday. Some retailers have marked down their prices to get rid of excess inventory as consumers shift their spending from goods to services. Still, the prices for apparel and home goods rose last month.</p><p>About a third of Prime Day customers surveyed by Numerator said that, amid rising prices, they had been waiting for the event to buy certain items at a lower cost.</p><p>Frito-Lay chip variety packs were one of the most popular items sold during the event, Numerator reported, adding that a typical shopper during the event was a high-income suburban female.</p><p>Amazon began shifting its Prime Day advertising strategy last year, when employees noticed that the company appeared to be investing less in the event. The company also focused many of the deals on its own products.</p><p>Amazon has also slowed its investment in delivery operations after years of growth as inflation affects multiple industries.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Sells More Than 300 Million Items During Prime Day</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\">\nAmazon Sells More Than 300 Million Items During Prime Day\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\">2022-07-15 07:36</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a> said this year&#39;s Prime Day event, its annual shopping blitz, was its biggest ever, offering few specifics in a year when shoppers are being squeezed by inflation.</p><p>Amazon said in a statement Thursday morning that customers purchased more than 300 million items during the event, adding that some of the bestselling items were premium beauty products, Apple Watches, diapers and kitchen items.</p><p>The company said it sold more Amazon devices during this Prime Day than any other and that Prime members saved more than $1.7 billion from shopping the deals.</p><p>An Amazon spokesperson said Thursday that Prime Day sales growth increased from a year ago.</p><p>The e-commerce giant didn&#39;t report its total revenue during the two-day event, which was held Tuesday and Wednesday. It said small and medium-size businesses saw more sales growth on its website during the event than the company&#39;s own retail business.</p><p>Amazon shares fell more than 2% Thursday morning amid a broad market drop. The stock has lost more than one-third of its value so far this year.</p><p>Amazon launched Prime Day in 2015 in hopes that it would boost summer sales during what is often a slow quarter for the company, making it a summer Black Friday of sorts. Experts have said that Prime Day could serve as a bellwether for the consumer shopping industry as inflation strains shoppers.</p><p>The event also drives new subscribers to its Prime membership program because only members can shop the deals. The company on Thursday said that it had more than 200 million Prime members.</p><p>This year&#39;s Prime Day revenue in the U.S. reached $11.9 billion, <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> reported Thursday, up from $11 billion during last year&#39;s event. Toys and electronics were among the most steeply discounted items.</p><p>The research firm Insider Intelligence projected before Prime Day that overall sales from the event would reach about $7.76 billion in the U.S., a 17% increase from last year&#39;s event in June.</p><p>The research firm Numerator, which tracks Prime Day data, reported Thursday morning that the average order price was $52.26, up from $44.75 during last year&#39;s event. It couldn&#39;t be learned if the order size increased because people bought more items or because inflation had driven prices up.</p><p>U.S. consumer inflation jumped in June to a four-decade high of 9.1%, the Labor Department said Wednesday. Some retailers have marked down their prices to get rid of excess inventory as consumers shift their spending from goods to services. Still, the prices for apparel and home goods rose last month.</p><p>About a third of Prime Day customers surveyed by Numerator said that, amid rising prices, they had been waiting for the event to buy certain items at a lower cost.</p><p>Frito-Lay chip variety packs were one of the most popular items sold during the event, Numerator reported, adding that a typical shopper during the event was a high-income suburban female.</p><p>Amazon began shifting its Prime Day advertising strategy last year, when employees noticed that the company appeared to be investing less in the event. The company also focused many of the deals on its own products.</p><p>Amazon has also slowed its investment in delivery operations after years of growth as inflation affects multiple industries.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2251730174","content_text":"Amazon.com Inc. said this year's Prime Day event, its annual shopping blitz, was its biggest ever, offering few specifics in a year when shoppers are being squeezed by inflation.Amazon said in a statement Thursday morning that customers purchased more than 300 million items during the event, adding that some of the bestselling items were premium beauty products, Apple Watches, diapers and kitchen items.The company said it sold more Amazon devices during this Prime Day than any other and that Prime members saved more than $1.7 billion from shopping the deals.An Amazon spokesperson said Thursday that Prime Day sales growth increased from a year ago.The e-commerce giant didn't report its total revenue during the two-day event, which was held Tuesday and Wednesday. It said small and medium-size businesses saw more sales growth on its website during the event than the company's own retail business.Amazon shares fell more than 2% Thursday morning amid a broad market drop. The stock has lost more than one-third of its value so far this year.Amazon launched Prime Day in 2015 in hopes that it would boost summer sales during what is often a slow quarter for the company, making it a summer Black Friday of sorts. Experts have said that Prime Day could serve as a bellwether for the consumer shopping industry as inflation strains shoppers.The event also drives new subscribers to its Prime membership program because only members can shop the deals. The company on Thursday said that it had more than 200 million Prime members.This year's Prime Day revenue in the U.S. reached $11.9 billion, Adobe reported Thursday, up from $11 billion during last year's event. Toys and electronics were among the most steeply discounted items.The research firm Insider Intelligence projected before Prime Day that overall sales from the event would reach about $7.76 billion in the U.S., a 17% increase from last year's event in June.The research firm Numerator, which tracks Prime Day data, reported Thursday morning that the average order price was $52.26, up from $44.75 during last year's event. It couldn't be learned if the order size increased because people bought more items or because inflation had driven prices up.U.S. consumer inflation jumped in June to a four-decade high of 9.1%, the Labor Department said Wednesday. Some retailers have marked down their prices to get rid of excess inventory as consumers shift their spending from goods to services. Still, the prices for apparel and home goods rose last month.About a third of Prime Day customers surveyed by Numerator said that, amid rising prices, they had been waiting for the event to buy certain items at a lower cost.Frito-Lay chip variety packs were one of the most popular items sold during the event, Numerator reported, adding that a typical shopper during the event was a high-income suburban female.Amazon began shifting its Prime Day advertising strategy last year, when employees noticed that the company appeared to be investing less in the event. The company also focused many of the deals on its own products.Amazon has also slowed its investment in delivery operations after years of growth as inflation affects multiple industries.","news_type":1},"isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076077882,"gmtCreate":1657765695846,"gmtModify":1676536058904,"author":{"id":"3581484544078459","authorId":"3581484544078459","name":"DaveWLF","avatar":"https://static.tigerbbs.com/ab3019f262c5904b094ef2497a87a00d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Think nth much will change.&nbsp;","listText":"Think nth much will change.&nbsp;","text":"Think nth much will change.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076077882","repostId":"2251163448","repostType":2,"repost":{"id":"2251163448","pubTimestamp":1657759125,"share":"https://www.laohu8.com/m/news/2251163448?lang=&edition=full","pubTime":"2022-07-14 08:38","market":"us","language":"en","title":"Is Alphabet Stock a Buy Before Its Stock Split on July 15? 4 Analysts Weigh In","url":"https://stock-news.laohu8.com/highlight/detail?id=2251163448","media":"InvestorPlace","summary":"Alphabet will enact a 20-for-1 share split on Friday.As a result, the shares will be much more affor","content":"<html><head></head><body><ul><li>Alphabet will enact a 20-for-1 share split on Friday.</li><li>As a result, the shares will be much more affordable for investors.</li><li>At least four prominent analysts have issued &#34;buy&#34; ratings on Alphabet stock during the past month.</li></ul><p>Google parent company <b>Alphabet</b> (NASDAQ:<b><u>GOOG</u></b>, NASDAQ:<b><u>GOOGL</u></b>) is generating a lot of excitement this week. The company will enact a stock split this Friday, July 15. Several Wall Street analysts have issued “buy” ratings and optimistic price targets on Alphabet stock.</p><p>Alphabet’s 20-for-1 share split won’t suddenly make current stockholders poorer. Rather, they’ll have many more shares, and those shares will be much less expensive. So, technically speaking, the split won’t affect the value of the investors’ current holdings.</p><p>Yet, it’s possible that Alphabet stock could get a price bump for other reasons. Imagine if the shares only cost $113 apiece instead of $2,260. This would make the stock much more affordable for retail investors with smaller account sizes.</p><p>Besides, the stock will just seem cheaper, even if the objective value of the shares hasn’t actually changed. Granted, some brokers offer fractional shares, but this isn’t available to everyone. Therefore, Alphabet’s stock split could prove to be a significant event on Wall Street.</p><h2>What Do Analysts Predict for Alphabet Stock?</h2><p>Of course, enacting a stock split doesn’t eliminate Google’s problems. Due to the threat of a possible recession, CEO Sundar Pichai revealed that the company intends to cut back on hiring for the remainder of this year.</p><p>High inflation and supply-chain issues will undoubtedly continue to create problems for Alphabet. Nevertheless, at least four analysts expect Alphabet stock to move higher.</p><p>Cowen’s John Blackledge, Evercore’s Mark Mahaney, JPMorgan’s Doug Anmuth and UBS’s Lloyd Walmsley all reiterated “buy” ratings on Alphabet shares during the past month. The price targets set for the stock were $3,000 for Blackledge, $3,300 for Mahaney, $2,800 for Anmuth and $2,650 for Walmsley.</p><p>Specific analyst commentary on Alphabet remained elusive, but perhaps these Wall Street experts expect investors to jump on Alphabet stock after the split. Bank of America reportedly calculated that companies’ share prices increase 7.8% on average during the three months after they announce stock splits.</p><p>Traders might not want to act too quickly, though, since Alphabet is set to report its second-quarter 2022 earnings on July 26. This event could have a major impact on the GOOG and GOOGL share prices. So, feel free to enjoy this “summer of splits,” but as always, invest carefully.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Alphabet Stock a Buy Before Its Stock Split on July 15? 4 Analysts Weigh In</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Alphabet Stock a Buy Before Its Stock Split on July 15? 4 Analysts Weigh In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-14 08:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/07/is-alphabet-stock-a-buy-before-its-stock-split-on-july-15-4-analysts-weigh-in/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet will enact a 20-for-1 share split on Friday.As a result, the shares will be much more affordable for investors.At least four prominent analysts have issued \"buy\" ratings on Alphabet stock ...</p>\n\n<a href=\"https://investorplace.com/2022/07/is-alphabet-stock-a-buy-before-its-stock-split-on-july-15-4-analysts-weigh-in/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4525":"远程办公概念","BK4566":"资本集团","GOOGL":"谷歌A","BK4527":"明星科技股","BK4538":"云计算","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4503":"景林资产持仓","BK4574":"无人驾驶","BK4554":"元宇宙及AR概念","BK4573":"虚拟现实","BK4561":"索罗斯持仓","BK4581":"高盛持仓","GOOG":"谷歌","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","BK4532":"文艺复兴科技持仓"},"source_url":"https://investorplace.com/2022/07/is-alphabet-stock-a-buy-before-its-stock-split-on-july-15-4-analysts-weigh-in/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2251163448","content_text":"Alphabet will enact a 20-for-1 share split on Friday.As a result, the shares will be much more affordable for investors.At least four prominent analysts have issued \"buy\" ratings on Alphabet stock during the past month.Google parent company Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) is generating a lot of excitement this week. The company will enact a stock split this Friday, July 15. Several Wall Street analysts have issued “buy” ratings and optimistic price targets on Alphabet stock.Alphabet’s 20-for-1 share split won’t suddenly make current stockholders poorer. Rather, they’ll have many more shares, and those shares will be much less expensive. So, technically speaking, the split won’t affect the value of the investors’ current holdings.Yet, it’s possible that Alphabet stock could get a price bump for other reasons. Imagine if the shares only cost $113 apiece instead of $2,260. This would make the stock much more affordable for retail investors with smaller account sizes.Besides, the stock will just seem cheaper, even if the objective value of the shares hasn’t actually changed. Granted, some brokers offer fractional shares, but this isn’t available to everyone. Therefore, Alphabet’s stock split could prove to be a significant event on Wall Street.What Do Analysts Predict for Alphabet Stock?Of course, enacting a stock split doesn’t eliminate Google’s problems. Due to the threat of a possible recession, CEO Sundar Pichai revealed that the company intends to cut back on hiring for the remainder of this year.High inflation and supply-chain issues will undoubtedly continue to create problems for Alphabet. Nevertheless, at least four analysts expect Alphabet stock to move higher.Cowen’s John Blackledge, Evercore’s Mark Mahaney, JPMorgan’s Doug Anmuth and UBS’s Lloyd Walmsley all reiterated “buy” ratings on Alphabet shares during the past month. The price targets set for the stock were $3,000 for Blackledge, $3,300 for Mahaney, $2,800 for Anmuth and $2,650 for Walmsley.Specific analyst commentary on Alphabet remained elusive, but perhaps these Wall Street experts expect investors to jump on Alphabet stock after the split. Bank of America reportedly calculated that companies’ share prices increase 7.8% on average during the three months after they announce stock splits.Traders might not want to act too quickly, though, since Alphabet is set to report its second-quarter 2022 earnings on July 26. This event could have a major impact on the GOOG and GOOGL share prices. So, feel free to enjoy this “summer of splits,” but as always, invest carefully.","news_type":1},"isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078125066,"gmtCreate":1657666376355,"gmtModify":1676536040355,"author":{"id":"3581484544078459","authorId":"3581484544078459","name":"DaveWLF","avatar":"https://static.tigerbbs.com/ab3019f262c5904b094ef2497a87a00d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Why would i ever wanna buy twitter?&nbsp;","listText":"Why would i ever wanna buy twitter?&nbsp;","text":"Why would i ever wanna buy twitter?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078125066","repostId":"2250995758","repostType":4,"repost":{"id":"2250995758","pubTimestamp":1657639759,"share":"https://www.laohu8.com/m/news/2250995758?lang=&edition=full","pubTime":"2022-07-12 23:29","market":"us","language":"en","title":"Elon Musk Doesn't Want to Buy Twitter Anymore, and Neither Should You","url":"https://stock-news.laohu8.com/highlight/detail?id=2250995758","media":"Motley Fool","summary":"The social media company's takeover drama enters a new phase and that means more trouble for an already troubled stock.","content":"<html><head></head><body><p><b>Twitter</b>&#39;s (TWTR -8.83%) stock tumbled to a four-month low on July 8 after Elon Musk formally terminated his $44 billion takeover bid for the company. In a Securities and Exchange Commission (SEC) filing, Musk&#39;s legal team said Twitter had breached the terms of the deal by making &#34;false and misleading representations&#34; regarding the social media platform&#39;s number of &#34;fake or spam accounts.&#34;</p><p>The legal team also said Musk had &#34;reason to believe that the true number of false or spam accounts on Twitter&#39;s platform is substantially higher than the amount of less than 5% represented by Twitter in its SEC filings,&#34; and that an inability to gauge its true monetizable daily active user (mDAU) count obfuscates the growth prospects of its core advertising business.</p><p>Twitter responded by filing a lawsuit against Musk. In a tweet, chairman Bret Taylor said the board remained &#34;committed to closing the transaction on the price and terms agreed upon with Mr. Musk and plans to pursue legal action to enforce the merger agreement.&#34;</p><p>As this legal battle drags on, Twitter&#39;s stock is likely to stagnate and remain far below Musk&#39;s &#34;best and final offer&#34; of $54.20 per share. Is it too late to buy Twitter&#39;s underwhelming stock, which has actually delivered a negative return since its first post-IPO trade in November 2013?</p><h2>Why did Twitter underperform the market?</h2><p>When Twitter went public, then-CEO Dick Costolo claimed the platform could reach 400 million monthly active users (MAUs) by the end of 2013. It broadly missed that target, started losing MAUs instead, and ultimately replaced that metric with its current mDAU metric in 2019.</p><p>Twitter&#39;s mDAUs rose 13% to 217 million in 2021, and it claims it can reach 315 million mDAUs by the end of 2023. That target seems extremely bullish since it would require Twitter&#39;s mDAU growth to accelerate to about 20% in both 2022 and 2023. It also claimed it could generate $7.5 billion in revenue in 2023 -- which would require its revenue to grow at a compound annual growth rate (CAGR) of 21.5% over the next two years.</p><table border=\"1\" width=\"624\"><colgroup></colgroup><tbody><tr valign=\"TOP\"><th width=\"141\"><p>Period</p></th><th width=\"136\"><p>2019</p></th><th width=\"143\"><p>2020</p></th><th width=\"146\"><p>2021</p></th></tr><tr valign=\"TOP\"><td width=\"141\"><p><b>mDAUs</b></p></td><td width=\"136\"><p>152 million</p></td><td width=\"143\"><p>192 million</p></td><td width=\"146\"><p>217 million</p></td></tr><tr valign=\"TOP\"><td width=\"141\"><p><b>Growth (YOY)</b></p></td><td width=\"136\"><p>21%</p></td><td width=\"143\"><p>27%</p></td><td width=\"146\"><p>13%</p></td></tr><tr valign=\"TOP\"><td width=\"141\"><p><b>Revenue</b></p></td><td width=\"136\"><p>$3.46 billion</p></td><td width=\"143\"><p>$3.72 billion</p></td><td width=\"146\"><p>$5.08 billion</p></td></tr><tr valign=\"TOP\"><td width=\"141\"><p><b>Growth (YOY)</b></p></td><td width=\"136\"><p>14%</p></td><td width=\"143\"><p>7%</p></td><td width=\"146\"><p>37%</p></td></tr></tbody></table><p>Data source: Twitter. YOY = Year over year.</p><p>Twitter hasn&#39;t withdrawn that guidance yet, but analysts expect its revenue to only rise 16% this year and then grow just 22% to $7.2 billion in 2023.</p><p>In April, Twitter also admitted that it had miscalculated its mDAUs over the past three years by counting multiple accounts for single users as separate mDAUs. Twitter claims that miscalculation only affected about 2 million mDAUs, but that mistake -- which only surfaced after Musk placed his bid -- raised red flags regarding its spam accounts.</p><p>Twitter&#39;s co-founder Jack Dorsey, who succeeded Costolo in 2015, launched new features like its short-lived &#34;Fleets&#34; feature, organized &#34;topics&#34; for tweets, new tipping services, and &#34;Twitter Blue&#34; verified subscriptions for top accounts -- but it still struggled to expand beyond its niche.</p><p>Dorsey resigned last year and was succeeded by Parag Agrawal, who focused on increasing Twitter&#39;s mix of higher-value ads and rolling out new e-commerce features to become a &#34;social shopping&#34; platform like <b>Pinterest</b> and <b><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></b>&#39; Instagram.</p><h2>Twitter shouldn&#39;t have sued Musk</h2><p>Twitter has continued to grow over the past three years, but its earnings growth has been messy. In 2019, its net income was inflated by a $1.21 billion tax benefit. In 2020, it posted a net loss after incurring a $1.1 billion tax charge and COVID-19 expenses.</p><p>In 2021, it racked up another net loss after paying $766 million in legal fees to resolve a class action lawsuit regarding its MAU growth forecasts back in 2014. The impact of those taxes and legal fees can be seen in the gap between its reported and adjusted earnings, which exclude those charges:</p><table border=\"1\" width=\"624\"><colgroup></colgroup><tbody><tr valign=\"TOP\"><th width=\"141\"><p>Period</p></th><th width=\"136\"><p>2019</p></th><th width=\"143\"><p>2020</p></th><th width=\"146\"><p>2021</p></th></tr><tr valign=\"TOP\"><td width=\"141\"><p><b>Net Income</b></p></td><td width=\"136\"><p>$1.47 billion</p></td><td width=\"143\"><p>($1.14 billion)</p></td><td width=\"146\"><p>($221 million)</p></td></tr><tr valign=\"TOP\"><td width=\"141\"><p><b>Net Margin</b></p></td><td width=\"136\"><p>42%</p></td><td width=\"143\"><p>(31%)</p></td><td width=\"146\"><p>(4%)</p></td></tr><tr valign=\"TOP\"><td width=\"141\"><p><b>Adjusted Net Income</b></p></td><td width=\"136\"><p>$259 million</p></td><td width=\"143\"><p>($34 million)</p></td><td width=\"146\"><p>$165 million</p></td></tr><tr valign=\"TOP\"><td width=\"141\"><p><b>Adjusted Net Margin</b></p></td><td width=\"136\"><p>7%</p></td><td width=\"143\"><p>(1%)</p></td><td width=\"146\"><p>3%</p></td></tr></tbody></table><p>Data source: Twitter.</p><p>This May, Twitter settled a privacy lawsuit with the Department of Justice (DOJ) and Federal Trade Commission (FTC) for $150 million. If Twitter sues Musk, it could rack up even higher legal fees this year.</p><p>Analysts expect Twitter to generate a net profit of $540 million this year, partly due to its recent sale of MoPub to <b>AppLovin</b> (APP -7.21%) for $1.05 billion, but to post a much lower net profit of $130 million in 2023.</p><p>Twitter would net a $1 billion termination fee from Musk if it simply lets him walk away. That seems to be a smarter and more cost-efficient decision that would finally allow Agrawal to reset Twitter&#39;s business.</p><h2>It&#39;s not the right time to buy Twitter stock</h2><p>Twitter&#39;s stock still isn&#39;t cheap at nearly 40 times next year&#39;s adjusted earnings. The macro headwinds will likely force it to abandon its ambitious growth targets for 2023, and its decision to sue Musk instead of accepting the termination fee raises additional red flags. Simply put, it&#39;s still not the right time to buy this volatile social media stock.</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>Elon Musk Doesn't Want to Buy Twitter Anymore, and Neither Should You</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\">\nElon Musk Doesn't Want to Buy Twitter Anymore, and Neither Should You\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-12 23:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/11/elon-musk-doesnt-want-to-buy-twitter-anymore-and-n/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Twitter's (TWTR -8.83%) stock tumbled to a four-month low on July 8 after Elon Musk formally terminated his $44 billion takeover bid for the company. In a Securities and Exchange Commission (SEC) ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/11/elon-musk-doesnt-want-to-buy-twitter-anymore-and-n/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter","TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/07/11/elon-musk-doesnt-want-to-buy-twitter-anymore-and-n/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2250995758","content_text":"Twitter's (TWTR -8.83%) stock tumbled to a four-month low on July 8 after Elon Musk formally terminated his $44 billion takeover bid for the company. In a Securities and Exchange Commission (SEC) filing, Musk's legal team said Twitter had breached the terms of the deal by making \"false and misleading representations\" regarding the social media platform's number of \"fake or spam accounts.\"The legal team also said Musk had \"reason to believe that the true number of false or spam accounts on Twitter's platform is substantially higher than the amount of less than 5% represented by Twitter in its SEC filings,\" and that an inability to gauge its true monetizable daily active user (mDAU) count obfuscates the growth prospects of its core advertising business.Twitter responded by filing a lawsuit against Musk. In a tweet, chairman Bret Taylor said the board remained \"committed to closing the transaction on the price and terms agreed upon with Mr. Musk and plans to pursue legal action to enforce the merger agreement.\"As this legal battle drags on, Twitter's stock is likely to stagnate and remain far below Musk's \"best and final offer\" of $54.20 per share. Is it too late to buy Twitter's underwhelming stock, which has actually delivered a negative return since its first post-IPO trade in November 2013?Why did Twitter underperform the market?When Twitter went public, then-CEO Dick Costolo claimed the platform could reach 400 million monthly active users (MAUs) by the end of 2013. It broadly missed that target, started losing MAUs instead, and ultimately replaced that metric with its current mDAU metric in 2019.Twitter's mDAUs rose 13% to 217 million in 2021, and it claims it can reach 315 million mDAUs by the end of 2023. That target seems extremely bullish since it would require Twitter's mDAU growth to accelerate to about 20% in both 2022 and 2023. It also claimed it could generate $7.5 billion in revenue in 2023 -- which would require its revenue to grow at a compound annual growth rate (CAGR) of 21.5% over the next two years.Period201920202021mDAUs152 million192 million217 millionGrowth (YOY)21%27%13%Revenue$3.46 billion$3.72 billion$5.08 billionGrowth (YOY)14%7%37%Data source: Twitter. YOY = Year over year.Twitter hasn't withdrawn that guidance yet, but analysts expect its revenue to only rise 16% this year and then grow just 22% to $7.2 billion in 2023.In April, Twitter also admitted that it had miscalculated its mDAUs over the past three years by counting multiple accounts for single users as separate mDAUs. Twitter claims that miscalculation only affected about 2 million mDAUs, but that mistake -- which only surfaced after Musk placed his bid -- raised red flags regarding its spam accounts.Twitter's co-founder Jack Dorsey, who succeeded Costolo in 2015, launched new features like its short-lived \"Fleets\" feature, organized \"topics\" for tweets, new tipping services, and \"Twitter Blue\" verified subscriptions for top accounts -- but it still struggled to expand beyond its niche.Dorsey resigned last year and was succeeded by Parag Agrawal, who focused on increasing Twitter's mix of higher-value ads and rolling out new e-commerce features to become a \"social shopping\" platform like Pinterest and Meta Platforms' Instagram.Twitter shouldn't have sued MuskTwitter has continued to grow over the past three years, but its earnings growth has been messy. In 2019, its net income was inflated by a $1.21 billion tax benefit. In 2020, it posted a net loss after incurring a $1.1 billion tax charge and COVID-19 expenses.In 2021, it racked up another net loss after paying $766 million in legal fees to resolve a class action lawsuit regarding its MAU growth forecasts back in 2014. The impact of those taxes and legal fees can be seen in the gap between its reported and adjusted earnings, which exclude those charges:Period201920202021Net Income$1.47 billion($1.14 billion)($221 million)Net Margin42%(31%)(4%)Adjusted Net Income$259 million($34 million)$165 millionAdjusted Net Margin7%(1%)3%Data source: Twitter.This May, Twitter settled a privacy lawsuit with the Department of Justice (DOJ) and Federal Trade Commission (FTC) for $150 million. If Twitter sues Musk, it could rack up even higher legal fees this year.Analysts expect Twitter to generate a net profit of $540 million this year, partly due to its recent sale of MoPub to AppLovin (APP -7.21%) for $1.05 billion, but to post a much lower net profit of $130 million in 2023.Twitter would net a $1 billion termination fee from Musk if it simply lets him walk away. That seems to be a smarter and more cost-efficient decision that would finally allow Agrawal to reset Twitter's business.It's not the right time to buy Twitter stockTwitter's stock still isn't cheap at nearly 40 times next year's adjusted earnings. The macro headwinds will likely force it to abandon its ambitious growth targets for 2023, and its decision to sue Musk instead of accepting the termination fee raises additional red flags. Simply put, it's still not the right time to buy this volatile social media stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044055688,"gmtCreate":1656682144144,"gmtModify":1676535876144,"author":{"id":"3581484544078459","authorId":"3581484544078459","name":"DaveWLF","avatar":"https://static.tigerbbs.com/ab3019f262c5904b094ef2497a87a00d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Too dependent on other companies.&nbsp;","listText":"Too dependent on other companies.&nbsp;","text":"Too dependent on other companies.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044055688","repostId":"1156924062","repostType":2,"repost":{"id":"1156924062","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":1656662908,"share":"https://www.laohu8.com/m/news/1156924062?lang=&edition=full","pubTime":"2022-07-01 16:08","market":"us","language":"en","title":"TSMC Shares Slipped 4.15% as Major Clients Scale Back Orders","url":"https://stock-news.laohu8.com/highlight/detail?id=1156924062","media":"Tiger Newspress","summary":"TSMC shares slipped 4.15% as major clients like Apple, Nvidia and AMD scale back orders.TSMC has see","content":"<html><head></head><body><p>TSMC shares slipped 4.15% as major clients like Apple, Nvidia and AMD scale back orders.<img src=\"https://static.tigerbbs.com/6e13a61955f6c0c71a4e5c6c2ed916a7\" tg-width=\"829\" tg-height=\"822\" width=\"100%\" height=\"auto\"/>TSMC has seen its major clients adjust downward their chip orders for the rest of 2022, which may prompt the pure-play foundry to cut its revenue outlook for 2022, according to industry sources.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSMC Shares Slipped 4.15% as Major Clients Scale Back Orders</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 Shares Slipped 4.15% as Major Clients Scale Back Orders\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-07-01 16:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>TSMC shares slipped 4.15% as major clients like Apple, Nvidia and AMD scale back orders.<img src=\"https://static.tigerbbs.com/6e13a61955f6c0c71a4e5c6c2ed916a7\" tg-width=\"829\" tg-height=\"822\" width=\"100%\" height=\"auto\"/>TSMC has seen its major clients adjust downward their chip orders for the rest of 2022, which may prompt the pure-play foundry to cut its revenue outlook for 2022, according to industry sources.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156924062","content_text":"TSMC shares slipped 4.15% as major clients like Apple, Nvidia and AMD scale back orders.TSMC has seen its major clients adjust downward their chip orders for the rest of 2022, which may prompt the pure-play foundry to cut its revenue outlook for 2022, according to industry sources.","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042156019,"gmtCreate":1656458264831,"gmtModify":1676535830859,"author":{"id":"3581484544078459","authorId":"3581484544078459","name":"DaveWLF","avatar":"https://static.tigerbbs.com/ab3019f262c5904b094ef2497a87a00d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"After many days of rally, time to go down again.&nbsp;","listText":"After many days of rally, time to go down again.&nbsp;","text":"After many days of rally, time to go down again.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042156019","repostId":"2247397037","repostType":4,"repost":{"id":"2247397037","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":1656456270,"share":"https://www.laohu8.com/m/news/2247397037?lang=&edition=full","pubTime":"2022-06-29 06:44","market":"us","language":"en","title":"Wall Street Tumbles After Weak U.S. Confidence Data; Oil Gains","url":"https://stock-news.laohu8.com/highlight/detail?id=2247397037","media":"Reuters","summary":"* U.S. consumer expectations sink to a near-decade low* Nike slips on downbeat quarterly revenue for","content":"<html><head></head><body><p>* U.S. consumer expectations sink to a near-decade low</p><p>* Nike slips on downbeat quarterly revenue forecast</p><p>* Indexes down: Dow 1.56%, S&amp;P 2.01%, Nasdaq 2.98%</p><p>NEW YORK, June 28 (Reuters) - Wall Street closed sharply lower in a broad sell-off on Tuesday as dire consumer confidence data dampened investor optimism and fueled worries over recession and the looming earnings season.</p><p>The S&amp;P and the Nasdaq fell about 2% and 3% respectively, with Apple Inc, Microsoft Corp and Amazon.com weighing the heaviest. The blue-chip Dow shed about 1.6%.</p><p>&#34;Markets were fine today until the consumer confidence number came out,&#34; said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. &#34;It was weak and markets immediately began selling off.&#34;</p><p>With the end of the month and the second quarter two days away, the benchmark S&amp;P 500 is on track for its biggest first-half percentage drop since 1970.</p><p>All three indexes are on course to notch two straight quarterly declines for the first time since 2015.</p><p>&#34;At some point this aggressive selling is going to dissipate but it doesn&#39;t seem like it&#39;s going to be anytime soon,&#34; said Tim Ghriskey, senior portfolio strategist Ingalls &amp; Snyder in New York.</p><p>Data released on Tuesday morning showed the Conference Board&#39;s consumer confidence index dropping to the lowest it has been since February 2021, with near-term expectations reaching its most pessimistic level in nearly a decade.</p><p>The growing gap between the Conference Board&#39;s &#34;current situation&#34; and &#34;expectations&#34; components have widened to levels that often precede recession:</p><p>The Dow Jones Industrial Average fell 491.27 points, or 1.56%, to 30,946.99, the S&amp;P 500 lost 78.56 points, or 2.01%, to 3,821.55 and the Nasdaq Composite dropped 343.01 points, or 2.98%, to 11,181.54.</p><p>Ten of the 11 major sectors in the S&amp;P 500 ended the session in negative territory, with consumer discretionary suffering the largest percentage loss. Energy was the sole gainer, benefiting from rising crude prices   .</p><p>With few market catalysts and market participants gearing up for the July Fourth holiday weekend, the day&#39;s sell-off cannot be blamed entirely on the Consumer Confidence report, said Tom Hainlin, national investment strategist at U.S. Bank Wealth Management in Minneapolis, Minnesota.</p><p>&#34;It’s hard to attribute (market volatility) to one economic data point with so much noise around portfolio rebalancing at quarter-end,&#34; Hainlin said.</p><p>&#34;There’s not a lot of new information out there and yet you see this volatile stock environment,&#34; he said, adding that there will not be much new information until companies start earnings.</p><p>With several weeks to go until second-quarter reporting commences, 130 S&amp;P 500 companies have pre-announced. Of those, 45 have been positive and 77 have been negative, resulting in a negative/positive ratio of 1.7 stronger than the first quarter but weaker than a year ago, according to Refinitiv data.</p><p>Nike Inc slid 7.0% following its lower than expected revenue forecast.</p><p>Shares of Occidental Petroleum Corp advanced 4.8% after Warren Buffett&#39;s Berkshire Hathaway Inc    raised its stake in the company.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.28-to-1 ratio; on Nasdaq, a 2.70-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted one new 52-week high and 29 new lows; the Nasdaq Composite recorded 29 new highs and 131 new lows.</p><p>Volume on U.S. exchanges was 11.54 billion shares, compared with the 12.99 billion average over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Tumbles After Weak U.S. Confidence Data; Oil Gains</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Tumbles After Weak U.S. Confidence Data; Oil Gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-06-29 06:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* U.S. consumer expectations sink to a near-decade low</p><p>* Nike slips on downbeat quarterly revenue forecast</p><p>* Indexes down: Dow 1.56%, S&amp;P 2.01%, Nasdaq 2.98%</p><p>NEW YORK, June 28 (Reuters) - Wall Street closed sharply lower in a broad sell-off on Tuesday as dire consumer confidence data dampened investor optimism and fueled worries over recession and the looming earnings season.</p><p>The S&amp;P and the Nasdaq fell about 2% and 3% respectively, with Apple Inc, Microsoft Corp and Amazon.com weighing the heaviest. The blue-chip Dow shed about 1.6%.</p><p>&#34;Markets were fine today until the consumer confidence number came out,&#34; said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. &#34;It was weak and markets immediately began selling off.&#34;</p><p>With the end of the month and the second quarter two days away, the benchmark S&amp;P 500 is on track for its biggest first-half percentage drop since 1970.</p><p>All three indexes are on course to notch two straight quarterly declines for the first time since 2015.</p><p>&#34;At some point this aggressive selling is going to dissipate but it doesn&#39;t seem like it&#39;s going to be anytime soon,&#34; said Tim Ghriskey, senior portfolio strategist Ingalls &amp; Snyder in New York.</p><p>Data released on Tuesday morning showed the Conference Board&#39;s consumer confidence index dropping to the lowest it has been since February 2021, with near-term expectations reaching its most pessimistic level in nearly a decade.</p><p>The growing gap between the Conference Board&#39;s &#34;current situation&#34; and &#34;expectations&#34; components have widened to levels that often precede recession:</p><p>The Dow Jones Industrial Average fell 491.27 points, or 1.56%, to 30,946.99, the S&amp;P 500 lost 78.56 points, or 2.01%, to 3,821.55 and the Nasdaq Composite dropped 343.01 points, or 2.98%, to 11,181.54.</p><p>Ten of the 11 major sectors in the S&amp;P 500 ended the session in negative territory, with consumer discretionary suffering the largest percentage loss. Energy was the sole gainer, benefiting from rising crude prices   .</p><p>With few market catalysts and market participants gearing up for the July Fourth holiday weekend, the day&#39;s sell-off cannot be blamed entirely on the Consumer Confidence report, said Tom Hainlin, national investment strategist at U.S. Bank Wealth Management in Minneapolis, Minnesota.</p><p>&#34;It’s hard to attribute (market volatility) to one economic data point with so much noise around portfolio rebalancing at quarter-end,&#34; Hainlin said.</p><p>&#34;There’s not a lot of new information out there and yet you see this volatile stock environment,&#34; he said, adding that there will not be much new information until companies start earnings.</p><p>With several weeks to go until second-quarter reporting commences, 130 S&amp;P 500 companies have pre-announced. Of those, 45 have been positive and 77 have been negative, resulting in a negative/positive ratio of 1.7 stronger than the first quarter but weaker than a year ago, according to Refinitiv data.</p><p>Nike Inc slid 7.0% following its lower than expected revenue forecast.</p><p>Shares of Occidental Petroleum Corp advanced 4.8% after Warren Buffett&#39;s Berkshire Hathaway Inc    raised its stake in the company.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.28-to-1 ratio; on Nasdaq, a 2.70-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted one new 52-week high and 29 new lows; the Nasdaq Composite recorded 29 new highs and 131 new lows.</p><p>Volume on U.S. exchanges was 11.54 billion shares, compared with the 12.99 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4176":"多领域控股","LABP":"Landos Biopharma, Inc.","UDOW":"道指三倍做多ETF-ProShares","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4507":"流媒体概念","DJX":"1/100道琼斯","BK4139":"生物科技","BK4533":"AQR资本管理(全球第二大对冲基金)","SANA":"Sana Biotechnology, Inc.","BK4146":"鞋类","BK4007":"制药","BK4566":"资本集团","BK4196":"保健护理服务","NKE":"耐克","BRK.A":"伯克希尔","BK4524":"宅经济概念","BK4535":"淡马锡持仓","DDM":"道指两倍做多ETF","TQQQ":"纳指三倍做多ETF","BK4538":"云计算","BK4579":"人工智能","OXY":"西方石油","BK4574":"无人驾驶","BK4122":"互联网与直销零售","CGEM":"Cullinan Therapeutics","PSQ":"纳指反向ETF","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4561":"索罗斯持仓","LHDX":"Lucira Health, Inc.","QLD":"纳指两倍做多ETF",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247397037","content_text":"* U.S. consumer expectations sink to a near-decade low* Nike slips on downbeat quarterly revenue forecast* Indexes down: Dow 1.56%, S&P 2.01%, Nasdaq 2.98%NEW YORK, June 28 (Reuters) - Wall Street closed sharply lower in a broad sell-off on Tuesday as dire consumer confidence data dampened investor optimism and fueled worries over recession and the looming earnings season.The S&P and the Nasdaq fell about 2% and 3% respectively, with Apple Inc, Microsoft Corp and Amazon.com weighing the heaviest. The blue-chip Dow shed about 1.6%.\"Markets were fine today until the consumer confidence number came out,\" said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. \"It was weak and markets immediately began selling off.\"With the end of the month and the second quarter two days away, the benchmark S&P 500 is on track for its biggest first-half percentage drop since 1970.All three indexes are on course to notch two straight quarterly declines for the first time since 2015.\"At some point this aggressive selling is going to dissipate but it doesn't seem like it's going to be anytime soon,\" said Tim Ghriskey, senior portfolio strategist Ingalls & Snyder in New York.Data released on Tuesday morning showed the Conference Board's consumer confidence index dropping to the lowest it has been since February 2021, with near-term expectations reaching its most pessimistic level in nearly a decade.The growing gap between the Conference Board's \"current situation\" and \"expectations\" components have widened to levels that often precede recession:The Dow Jones Industrial Average fell 491.27 points, or 1.56%, to 30,946.99, the S&P 500 lost 78.56 points, or 2.01%, to 3,821.55 and the Nasdaq Composite dropped 343.01 points, or 2.98%, to 11,181.54.Ten of the 11 major sectors in the S&P 500 ended the session in negative territory, with consumer discretionary suffering the largest percentage loss. Energy was the sole gainer, benefiting from rising crude prices   .With few market catalysts and market participants gearing up for the July Fourth holiday weekend, the day's sell-off cannot be blamed entirely on the Consumer Confidence report, said Tom Hainlin, national investment strategist at U.S. Bank Wealth Management in Minneapolis, Minnesota.\"It’s hard to attribute (market volatility) to one economic data point with so much noise around portfolio rebalancing at quarter-end,\" Hainlin said.\"There’s not a lot of new information out there and yet you see this volatile stock environment,\" he said, adding that there will not be much new information until companies start earnings.With several weeks to go until second-quarter reporting commences, 130 S&P 500 companies have pre-announced. Of those, 45 have been positive and 77 have been negative, resulting in a negative/positive ratio of 1.7 stronger than the first quarter but weaker than a year ago, according to Refinitiv data.Nike Inc slid 7.0% following its lower than expected revenue forecast.Shares of Occidental Petroleum Corp advanced 4.8% after Warren Buffett's Berkshire Hathaway Inc    raised its stake in the company.Declining issues outnumbered advancing ones on the NYSE by a 2.28-to-1 ratio; on Nasdaq, a 2.70-to-1 ratio favored decliners.The S&P 500 posted one new 52-week high and 29 new lows; the Nasdaq Composite recorded 29 new highs and 131 new lows.Volume on U.S. exchanges was 11.54 billion shares, compared with the 12.99 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041384068,"gmtCreate":1656020777254,"gmtModify":1676535749533,"author":{"id":"3581484544078459","authorId":"3581484544078459","name":"DaveWLF","avatar":"https://static.tigerbbs.com/ab3019f262c5904b094ef2497a87a00d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Why not tsla?&nbsp;","listText":"Why not tsla?&nbsp;","text":"Why not tsla?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041384068","repostId":"1179074138","repostType":4,"repost":{"id":"1179074138","pubTimestamp":1655988979,"share":"https://www.laohu8.com/m/news/1179074138?lang=&edition=full","pubTime":"2022-06-23 20:56","market":"us","language":"en","title":"2 Crashing Nasdaq Stocks That You Shouldn't Buy on the Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=1179074138","media":"Motley Fool","summary":"Investors should be careful with these two stocks.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>Tilray&#39;s focus on growth at all costs could set the company up for some serious challenges down the road.</li><li>Tesla&#39;s business is facing challenges amid inflation, which doesn&#39;t make its high-priced stock look too attractive.</li></ul><p>The Nasdaq has fallen more than 30% since the start of 2022. It has been an abysmal year for many once-promising growth stocks. And while the correction has created some attractive buying opportunities, for some stocks, this is a long-overdue adjustment in price.</p><p>A few stocks I wouldn&#39;t consider buying on this dip include cannabis producer <b>Tilray</b> and electric vehicle maker <b>Tesla</b>. Although these are two growth-oriented businesses that may appear to have significant potential, they also come with considerable risks.</p><p><b>1. Tilray</b></p><p>After its deal to acquire low-cost cannabis producer Aphria closed last year, Tilray looked to easily be the top Canadian marijuana company to invest in. But much has changed since then, and the stock has fallen by more than 50% this year.</p><p>In a bid to expand its market share and hit an overly aggressive sales target of $4 billion in revenue by 2024, Tilray has taken on some riskier acquisitions. Last year, it took a stake in convertible notes for multi-state marijuana producer <b>MedMen Enterprises</b>, which it will likely convert once the U.S. government legalizes pot (that could still be years away from happening). MedMen is an unprofitable, cash-burning business that could just saddle Tilray with problems.</p><p>Earlier this year, Tilray also announced a similar move in acquiring the senior notes of <b>HEXO</b> (which include the ability to convert into equity), a Canadian marijuana company that is in just as bad shape as MedMen. HEXO has its own unimpressive track record for making aggressive bad buys. Last year, it acquired pot producer Zenabis in a move that then-CEO Sebastien St-Louis said would &#34;strengthen our domestic brands.&#34; Fast-forward 12 months and Zenabis is now seeking creditor protection.</p><p>Tilray&#39;s business is full of potential headaches for investors. Sales growth has been stagnant in recent quarters, and if Tilray does end up taking equity positions in HEXO and MedMen, that may not be a net positive for investors.</p><p><b>2. Tesla</b></p><p>Automaker Tesla is in a better spot than Tilray in that it doesn&#39;t need to invest in troubled businesses in order to grow. But that doesn&#39;t mean that it won&#39;t face challenges this year. Down 33% year to date, shares of Tesla are inching closer to their 52-week low of $608.88. But even with the drop in price, the stock continues to trade at a whopping 97 times its profits. Car manufacturers <b>Ford Motor Company</b>and <b>General Motors</b> trade at multiples of just four and five, respectively.</p><p>Tesla likely won&#39;t trade at those kinds of multiples anytime soon, given its disruptive nature and the hype surrounding its vehicles. But there&#39;s still significant room for the stock to fall heavily in value to reach a more reasonable valuation; even fast-growing tech stocks in the <b>Technology Select Sector SPDR Fund</b> average an earnings multiple of just 22.</p><p>The positive is that the company has achieved impressive growth of late, with sales of $18.8 billion through the first three months of the year, up 81% from the prior-year period. That has resulted in net income growth of 658%.</p><p>However, the danger that lies ahead is that inflation could hurt demand. And Tesla is raising its prices for all of its models, which won&#39;t make it any easier for consumers to afford its vehicles. The company has also cut staff, which could be a sign of waning demand. Plus it&#39;s facing headwinds in China due to COVID-19 policies that are destroying sales in that part of the world.</p><p>All this has the potential to make for an underwhelming year ahead for Tesla. Although the stock may look like a cheap buy on the dip, there&#39;s still too much risk here to make it a tenable investment right now. This could be the start of a much longer-term correction in the stock&#39;s astronomically high valuation.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Crashing Nasdaq Stocks That You Shouldn't Buy on the Dip</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Crashing Nasdaq Stocks That You Shouldn't Buy on the Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-23 20:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/23/2-crashing-nasdaq-stocks-that-you-shouldnt-buy-on/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSTilray's focus on growth at all costs could set the company up for some serious challenges down the road.Tesla's business is facing challenges amid inflation, which doesn't make its high-...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/23/2-crashing-nasdaq-stocks-that-you-shouldnt-buy-on/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","TLRY":"Tilray Inc."},"source_url":"https://www.fool.com/investing/2022/06/23/2-crashing-nasdaq-stocks-that-you-shouldnt-buy-on/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179074138","content_text":"KEY POINTSTilray's focus on growth at all costs could set the company up for some serious challenges down the road.Tesla's business is facing challenges amid inflation, which doesn't make its high-priced stock look too attractive.The Nasdaq has fallen more than 30% since the start of 2022. It has been an abysmal year for many once-promising growth stocks. And while the correction has created some attractive buying opportunities, for some stocks, this is a long-overdue adjustment in price.A few stocks I wouldn't consider buying on this dip include cannabis producer Tilray and electric vehicle maker Tesla. Although these are two growth-oriented businesses that may appear to have significant potential, they also come with considerable risks.1. TilrayAfter its deal to acquire low-cost cannabis producer Aphria closed last year, Tilray looked to easily be the top Canadian marijuana company to invest in. But much has changed since then, and the stock has fallen by more than 50% this year.In a bid to expand its market share and hit an overly aggressive sales target of $4 billion in revenue by 2024, Tilray has taken on some riskier acquisitions. Last year, it took a stake in convertible notes for multi-state marijuana producer MedMen Enterprises, which it will likely convert once the U.S. government legalizes pot (that could still be years away from happening). MedMen is an unprofitable, cash-burning business that could just saddle Tilray with problems.Earlier this year, Tilray also announced a similar move in acquiring the senior notes of HEXO (which include the ability to convert into equity), a Canadian marijuana company that is in just as bad shape as MedMen. HEXO has its own unimpressive track record for making aggressive bad buys. Last year, it acquired pot producer Zenabis in a move that then-CEO Sebastien St-Louis said would \"strengthen our domestic brands.\" Fast-forward 12 months and Zenabis is now seeking creditor protection.Tilray's business is full of potential headaches for investors. Sales growth has been stagnant in recent quarters, and if Tilray does end up taking equity positions in HEXO and MedMen, that may not be a net positive for investors.2. TeslaAutomaker Tesla is in a better spot than Tilray in that it doesn't need to invest in troubled businesses in order to grow. But that doesn't mean that it won't face challenges this year. Down 33% year to date, shares of Tesla are inching closer to their 52-week low of $608.88. But even with the drop in price, the stock continues to trade at a whopping 97 times its profits. Car manufacturers Ford Motor Companyand General Motors trade at multiples of just four and five, respectively.Tesla likely won't trade at those kinds of multiples anytime soon, given its disruptive nature and the hype surrounding its vehicles. But there's still significant room for the stock to fall heavily in value to reach a more reasonable valuation; even fast-growing tech stocks in the Technology Select Sector SPDR Fund average an earnings multiple of just 22.The positive is that the company has achieved impressive growth of late, with sales of $18.8 billion through the first three months of the year, up 81% from the prior-year period. That has resulted in net income growth of 658%.However, the danger that lies ahead is that inflation could hurt demand. And Tesla is raising its prices for all of its models, which won't make it any easier for consumers to afford its vehicles. The company has also cut staff, which could be a sign of waning demand. Plus it's facing headwinds in China due to COVID-19 policies that are destroying sales in that part of the world.All this has the potential to make for an underwhelming year ahead for Tesla. Although the stock may look like a cheap buy on the dip, there's still too much risk here to make it a tenable investment right now. This could be the start of a much longer-term correction in the stock's astronomically high valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9043434493,"gmtCreate":1655950158212,"gmtModify":1676535738797,"author":{"id":"3581484544078459","authorId":"3581484544078459","name":"DaveWLF","avatar":"https://static.tigerbbs.com/ab3019f262c5904b094ef2497a87a00d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Have not place micron in my viewing list? Isit a good stock?&nbsp;","listText":"Have not place micron in my viewing list? Isit a good stock?&nbsp;","text":"Have not place micron in my viewing list? Isit a good stock?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043434493","repostId":"2245363217","repostType":4,"repost":{"id":"2245363217","pubTimestamp":1655948837,"share":"https://www.laohu8.com/m/news/2245363217?lang=&edition=full","pubTime":"2022-06-23 09:47","market":"us","language":"en","title":"Nvidia And Micron: Recession Headwinds Are Tailwinds For AI, Buy The Beneficiaries","url":"https://stock-news.laohu8.com/highlight/detail?id=2245363217","media":"Seekingalpha","summary":"What do you think of when I mention the word recession? Rising unemployment, perhaps? Demand destruc","content":"<html><head></head><body><p>What do you think of when I mention the word recession? Rising unemployment, perhaps? Demand destruction, maybe? Even layoffs, declining profits, and negative revenue growth as you shift toward thinking about your investments? Likely nothing positive, if I had to guess. But it takes counterintuitive thinking to find the positive in a recession story, so I don&#39;t blame you. Data center and AI (artificial intelligence) names are at the center of my investment screen as the market and world stare down a US recession because of this counterintuitive thinking, however. By the end of this article, it will make a lot more sense how specific tech names will <i>benefit</i> from a recession.</p><p>Let&#39;s take a walk.</p><p>We both know the pandemic pulled in cloud spending as everyone in the world needed to work, learn, and play from home. This pressured the data centers of the world to operate at a capacity never seen before - expansion came quickly. It further fueled an already lit fuse called the digital revolution - anything and everything was being moved to the cloud. Consumers, businesses, enterprises, and governments were all making increased use of this utility, mostly out of necessity at this juncture.</p><p>Then the pandemic began unwinding, and the pull-in of the last year-and-a-half worth of spending needed to be digested. But with the unwinding of the pandemic came with it an odd tug in the other direction: Workers weren&#39;t returning to the workforce at the same rate they left it (forced out) at the start of the pandemic, at least not linearly. As a result, corporations and businesses now struggle to find workers, from convenience store clerks to highly skilled software engineers to data entry specialists to teachers to nurses. Some industries have had higher hire rates than quit rates, but the number of jobs needed remains higher than unemployed workers in many industries.</p><p>This is indeed a problem if the economy is to thrive.</p><p>And, as a quick aside, maybe it&#39;s part of the reason GDP can&#39;t keep up with inflation, putting us further in the kill zone for a recession.</p><p>Some companies are starting to work around the labor shortage, however.</p><p>This is a good time to sit before we continue walking.</p><h2>AI Has Become Necessary</h2><p>Companies in the last decade have been working toward replacing their workers. If AI and ML (machine learning) can do the same job as well or better than humans, why not put that cost in the cloud where it&#39;s scalable and repeatable. Servers are less expensive than human resources in the long run, plus silicon depreciates!</p><p>Just think of McDonald&#39;s (MCD) to start - order your meal yourself on those friendly little kiosks. It&#39;s a simple way to replace the job of a worker, and it&#39;s not a terribly complicated technological hurdle. Now, remember, this was being done years ago.</p><p>Looking at more recent and more complicated technology, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META), for example, would love to replace the massive amount of content moderators it hired over the last several years. Naturally, it would cut down substantially on human resource costs and employee benefits (read: stock-based compensation).</p><blockquote><i>And for the first couple of years working on [AI], we&#39;re still at a relatively low recall rate where our AI systems had 10%, 15% of the content that we were addressing, we were dealing with proactively. But in recent years, the AI progress has been very impressive. We&#39;re now above 90% of the content that we take an action on...</i></blockquote><blockquote>- Mark Zuckerberg, Facebook CEO, Q3 &#39;21 Earnings Call</blockquote><p>To summarize, in the early AI days, only 10%-15% of the content was able to be caught by AI for moderation. This means a lot of manual human intervention had to be called upon to moderate the massive amount of content on Meta&#39;s platforms. But today, over 90% of content moderation is being processed by AI, lessening the burden on humans to do the moderation.</p><p>The effects of these investments have allowed the company to slow content moderation jobs and further transition to machine learning and AI jobs. These highly technical jobs currently comprise just under 13% of all open positions Meta is seeking. But the volume needed for highly specialized jobs is far less than content moderation jobs, which has slowed the company&#39;s headcount growth over the last four years.</p><p><img src=\"https://static.tigerbbs.com/909795c980cb28abc4b9be891db964cd\" tg-width=\"640\" tg-height=\"332\" referrerpolicy=\"no-referrer\"/></p><p>Meta&#39;s headcount growth (Chart mine, data from Meta&#39;s Earnings Releases)</p><p>Beyond content moderation, Meta also is utilizing AI/ML for advertising to serve up better ads in general but also more relevant and better content which can lead to targeting ads to different and, more importantly, better audiences for the advertiser.</p><blockquote><i>...we are </i><i><b>investing significantly in AI</b></i><i> </i><i><b>and machine learning</b></i><i> investments to power ranking and recommendations </i><i><b>for things like Ads</b></i><i>, Reels and Feed. And so that does add to the CapEx intensity of the business. And we do think there is additional capital intensity of the business </i><i><b>as we make significant investments in AI and machine learning</b></i><i> </i><i><b>on top of just additional capacity growth</b></i><i>.</i></blockquote><blockquote>- Dave Wehner, Facebook CFO, Q1 &#39;22 Earnings Call</blockquote><p>Keep that capital intensity commentary in the back of your mind because AI&#39;s &#34;end customer&#34; isn&#39;t the only <a href=\"https://laohu8.com/S/AONE.U\">one</a> taking in the beautiful scenery on the AI train.</p><p>With that, let&#39;s keep walking - we&#39;ll need to stretch our legs to understand this next section.</p><h2>Seeing It From The Other Side</h2><p>As you know, AI and ML don&#39;t just start producing answers, data, what have you - they require infrastructure, hardware, software... accelerators to do it faster. This means it needs fast, efficient, and scalable technology to provide the foundation for AI to do its job. This is where a company like Nvidia (NASDAQ:NVDA) comes in.</p><p>Nvidia is known for its cutting-edge GPUs. In the race for the next advanced graphics or accelerator technology, Nvidia is the leader. This is undisputed as the most recent push into real-time ray-tracing was pioneered by Nvidia, with <a href=\"https://laohu8.com/S/AMD\">AMD</a> (AMD) following it up in a behind-the-leader manner. This is exemplified by AMD&#39;s adherence to the DirectX12 ray tracing API, which Nvidia developed.</p><p>Don&#39;t jump on me here just yet for putting AMD behind Nvidia in the GPU category - AMD will have its time here in a bit.</p><p>I point out Nvidia&#39;s GPUs because they have become some of the best processors for performing AI/ML workloads. Nvidia&#39;s Datacenter division is now its leading money maker in absolute dollars and growth rates. It appears it will be this way for the foreseeable future, at least on a revenue growth basis.</p><p>But the most interesting part is how Nvidia sees right through the revenue into the heart of the matter. It isn&#39;t just selling blindly into the market. On its last conference call, CEO Jensen Huang mentioned the critical point regarding customer needs and led me to the recessionary thinking.</p><blockquote><i>...live customer service being now supported by AI, conversational AI has an opportunity to enhance the customer service on the one hand. On the other hand, </i><i><b>supplement for a lot of labor shortage</b></i><i>.</i></blockquote><blockquote>- Jensen Huang, Nvidia CEO, Q1 &#39;23 Earnings Call</blockquote><p>It was nearly a passing comment, but it was huge as I look around today and see businesses unable to hire to the level they need. fuboTV (FUBO) was one of the more recent ones I&#39;ve come across, unable to meet advertising needs because of unfilled positions in a tight labor market.</p><blockquote><i>Some of those delays were really based off the fact that obviously </i><i><b>hiring right now is not an easy task</b></i><i>. And so resource allocation internally to be able to </i><i><b>develop that capability</b></i><i>, I think it&#39;s been </i><i><b>a little bit slower than we had anticipated</b></i><i>.</i></blockquote><blockquote>- Dave Gandler, fuboTV CEO, Q1 &#39;22 Earnings Call</blockquote><p>And more recently, with conditions expected to worsen in the economy, some companies have already put hiring freezes in place while others are beginning to lay off employees almost preemptively. Companies have gone from being unable to fill their roster to enacting hiring freezes to outright layoffs rather quickly - all within two years.</p><p>Going back to Meta Platforms, the company implemented a hiring freeze a little over a month ago, according to an internal memo from the CFO given to 9to5mac.com. Four factors were involved in the decision, but none more important than the slowdown in revenue growth and macroeconomic uncertainties. However, even with the downbeat message to his employees, the CFO still put in one crucial piece that not everything will be frozen:</p><blockquote><i>...we feel optimistic about the </i><i><b>opportunities to re-accelerate growth</b></i><i>, particularly through unlocking new revenue streams through Reels monetization, [and] </i><i><b>incorporating AI into our ads system to overcome signal loss from iOS changes</b></i><i>...</i></blockquote><p>In other words, even with everything happening macro-wise and its struggle to overcome iOS targeting changes, AI is still on the list of things to <i>continue </i>to invest in, and, in most cases, accelerate investments in. This memo encompasses what any major technology company is trying to do: Reduce expenses while utilizing AI to compensate for a lost workforce. But not just make up for a lost workforce and reduce costs, but chief among the reasons is to produce <i>better and more efficient </i>growth than it would sans AI.</p><p>AI is not just a replacement for an uncooperative workforce environment but the answer to producing better results, even if nothing else was driving it.</p><p>AI is key to a recessionary environment. It can make a company leaner and produce better results. It&#39;s hard to achieve that outcome by simply cutting your workforce. Sure, you&#39;ll reduce expenses, but it&#39;s at the expense of undercutting your product. AI is needed to push your company and product forward, but it becomes <i>necessary </i>when cutting your workforce to avoid being left behind during the worst days.</p><p>A recession will become the &#34;necessity&#34; for AI investments just like the pandemic was for moving to the cloud.</p><p>Alright, that was a lot of walking. Let&#39;s sit down and discuss who benefits here and what stocks to buy for the AI tailwind.</p><h2>AI Tailwind Beneficiaries</h2><h4>Nvidia</h4><p>I&#39;ve already gone into one of the primary beneficiaries of this accelerating AI train: Nvidia. A lot of AI is possible because of Nvidia&#39;s accelerators, such as the A100 and now the H100 using the latest Hopper architecture. Because of this, Nvidia has a greater than 80% market share of the data center for AI workloads. Therefore, it already has a large foundation of customers using its hardware and software stack.</p><p>You might say Nvidia is susceptible to competitors stepping on its turf and taking away customers. This is possible, and if Nvidia slacks on any one front in the AI game, it deserves to lose to its competitors. However, don&#39;t forget what I just mentioned about its CEO&#39;s focus - it knows not only how to produce fast, efficient AI/ML hardware and software but also <i>why </i>it&#39;s doing it and why its customers need it. This kind of leadership allows Nvidia to work with its customers directly to give them what they need. It&#39;s the beauty of owning the hardware and software stack to deliver a complete system - it can tailor the product to the requirements.</p><p>AMD might produce good and perhaps even better hardware, but it lacks in the software department. This is the significant difference between the two companies. Nvidia&#39;s software team is what has given it the market share it has. But its latest secret is its implementation of Mellanox&#39;s networking directly into its systems allowing for six times faster network connectivity and NVLink, which allows up to 256 H100s to be connected at nine times wider bandwidth.</p><p>With H100 now being delivered, customers who already have implemented A100 systems can upgrade to produce near instantaneously faster results and larger workloads without losing their progress in software. Nvidia isn&#39;t slacking on getting its customers the latest and greatest, and just at the right time as AI investments ramp up into the necessity of recession.</p><p>According to electronicsb2b.com, Nvidia claimed $3.2B of the industry&#39;s $4B for the global artificial intelligence processors in the cloud and data center market in 2020. By my calculations, Nvidia is set to grow its AI revenue by 50% in 2022 after growing it by 59% in 2021. Furthermore, Nvidia is working within an industry expected to grow nine times to $37.6B in 2026 from 2020. So even if Nvidia&#39;s 80% market share drops to 60% by 2026, it will generate $22.6B in AI revenue. This would bring its AI revenue to 36.4% of its estimated 2026 total revenue compared to just 22.5% of its expected 2022 (FY23) revenue.</p><p>While many concern themselves with the effects of crypto mining on Nvidia&#39;s revenue growth and performance, AI will be its leading source of growth over the next several years. This is especially true as its overall Data Center division continues to grow at outsized rates compared to the rest of the company.</p><p><img src=\"https://static.tigerbbs.com/befff4c228f4a584f7165456b6e37ede\" tg-width=\"640\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><p>Nvidia&#39;s Data Center Revenue Growth (Green Indicates My Estimates) (Chart mine, data from company quarterly revenue trend PDF)</p><p>After its release in 2020, the A100 contributed significantly to Nvidia&#39;s Data Center growth in calendar 2021 (FY22), &#34;led by hyperscale customers fueled by continued rapid adoption of Ampere Architecture Tensor Core GPUs, for both internal and external workloads,&#34; according to the company&#39;s CFO in last year&#39;s FQ3.</p><p>And, if the company&#39;s CEO couldn&#39;t be prophetic enough, in November of last year, he was well ahead of the curve, calling 2022 an AI year by saying, &#34;...we expect next year the cloud service providers to scale out their chip learning and their AI workload really aggressively.&#34;</p><p>Right on cue for the H100 to take the reins.</p><p>The H100 will start to ramp up Data Center revenue again in FY24 as companies take delivery of the new product. Add in the added build-out for a recession scenario, and Nvidia will likely be tapped out of data center accelerator supply for the next year and a half.</p><p>However, the most important piece to Nvidia&#39;s success is not its hardware but its software. This is where the company has beaten its competition many times over. The latest instance of this is Intel&#39;s (INTC) Arc GPU, where its recent China release is having cold water splashed on it. Initial reports are showing it is less impressive than initially thought, and the driver situation appears to be at the center of it:</p><blockquote><i>At the same time, there are already genuine concerns around Intel’s Arc desktop GPUs, and particularly </i><i><b>reports regarding the graphics driver</b></i><i>, which seemingly can be wonky in some cases (with certain games suffering from serious woes </i><i><b>or not even running at all</b></i><i>). This is the main theory as to the reason for the delay of Arc desktop...</i></blockquote><p>Nvidia&#39;s ability to produce solid software and drivers is how it can take good or great hardware and make it perform exceedingly well. AI is dependent on stable, high-performance drivers and software. If for nothing else, I&#39;m a buyer of Nvidia based on its software engineering team alone, especially as AI becomes a growing need in a recession.</p><h4>Micron</h4><p>Now you might be wondering why I&#39;d go from a fabless software house with hardware to a &#34;commodity&#34; memory player to take advantage of AI <i>in a recession. </i>This is simple, really. Micron (NASDAQ:MU) doesn&#39;t just sell chips into the open market. No, if you are honest about your homework, you&#39;ll know Micron has moved heavily into a complete or nearly complete solutions market where its customers are buying chipsets and not merely DRAM chips.</p><p>Moreover, Micron is the only supplier of X-type graphics memory. It&#39;s the sole supplier of GDDR6X memory and is the memory used in all of Nvidia&#39;s products above the RTX 3070, including the RTX 3070Ti.</p><p>But, moving into a broader sense of how Micron benefits, it comes down to the company&#39;s ability to shift its needs toward the demand and do it quicker than at any time in its history. It did this in early 2020 when mobile demand cratered due to the pandemic while server needs were in extremely high demand to expand cloud capacity. This year&#39;s amount of heads up is significant in terms of being able to remain on a growth trajectory while everyone and their mother talks about PC and mobile weakness in 2022 while server and data center will remain tight.</p><p>I find it interesting the focus has been on PC, consumer, and mobile demand while server and graphics have higher margins, comparatively, and in this AI-driven scenario, will sustain these categories of DRAM prices. Trendforce, which has been wildly inaccurate over the last year while Micron&#39;s revenue and earnings have continued to grow, is expecting a 0%-5% decline in server DRAM for Q3 &#39;22. Those are not concerning numbers! That means it may not even change! A 1%-2% decline won&#39;t even affect Micron as it produces the leading DRAM node in the world, meaning it has the best cost benefits out of its two other competitors.</p><p>The final reason Micron stands to benefit the most is where its stock is in relation to what a typical memory cycle would encounter. When memory is on the slide - actually on a slide, not 0%-5% memory declines - its stock will retreat to one time book value. With the latest dump in the market, Micron has moved to 1.33 times book value.</p><p><img src=\"https://static.tigerbbs.com/afc975cc4f7606378138308c1c32098e\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>The valuation is already within 20% of this one-to-one book value without memory declining (anyone remember the DRAM Winter?). This doesn&#39;t mean when memory prices actually decline Micron will suffer another 50% decline. No, it means the market is so far past its skis that it&#39;ll begin pricing in any upturn in DRAM prices well ahead of when they happen. In short, the downside in Micron is 20%, while the upside is 93% (2.4x book value), as is historically true time and time again.</p><p>Furthermore, the recession fears won&#39;t be nearly as impactful to Micron as they would otherwise because not all end markets will decline. AI will continue to be invested in even as all other line items get cut at major tech companies. Auto manufacturers learned this lesson firsthand and continue to pay for it to this day. The diversification Micron has moved toward over the last decade would not only sustain it comfortably during an economic recession, but an end market that will buck a recession trend won&#39;t cut Micron&#39;s estimates as far as the market thinks.</p><p>Ready to get to our destination? Let&#39;s finish our walk.</p><h2>Not Your Father&#39;s Recession</h2><p>The bottom line is this recession won&#39;t see all markets and all walks of technology impacted equally. Instead, we&#39;re going to see and already seeing an investment <i>in </i>technology to combat the headwinds of an economic slowdown, specifically in AI/ML. The use of AI is more than just a cool gadget or artificial lifeform to improve your lifestyle. Instead, it&#39;s a business advantage to replace a workforce it can&#39;t hire or a workforce needing to be laid off to reduce costs. Not only can AI be depreciated on the income sheet, but it&#39;s also many times more efficient than a single human and will truly bring on the next chapter of workforce creative destruction.</p><p>This AI movement has beneficiaries, including the hardware and software companies developing the backbone. There are more than just Nvidia and Micron, too. In fact, AMD and Arista Networks (ANET) are my next two favorites able to benefit from the increasing move toward AI. While I didn&#39;t get into them in this article, they, too, have a significant role to play in the expansion of the AI cloud and its uses.</p><p>For now, with Nvidia and Micron at valuations not seen except during economic slowdowns, it&#39;ll be an even greater reward when the fallout isn&#39;t as impactful to them as many other parts of the economy. AI will be <i>the </i>investment during this downturn, let alone a crossed-off budget item.</p><p>Hopefully, you enjoyed our walk.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia And Micron: Recession Headwinds Are Tailwinds For AI, Buy The Beneficiaries</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 And Micron: Recession Headwinds Are Tailwinds For AI, Buy The Beneficiaries\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-23 09:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4519606-nvidia-micron-recession-headwinds-are-tailwinds><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What do you think of when I mention the word recession? Rising unemployment, perhaps? Demand destruction, maybe? Even layoffs, declining profits, and negative revenue growth as you shift toward ...</p>\n\n<a href=\"https://seekingalpha.com/article/4519606-nvidia-micron-recession-headwinds-are-tailwinds\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4519606-nvidia-micron-recession-headwinds-are-tailwinds","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2245363217","content_text":"What do you think of when I mention the word recession? Rising unemployment, perhaps? Demand destruction, maybe? Even layoffs, declining profits, and negative revenue growth as you shift toward thinking about your investments? Likely nothing positive, if I had to guess. But it takes counterintuitive thinking to find the positive in a recession story, so I don't blame you. Data center and AI (artificial intelligence) names are at the center of my investment screen as the market and world stare down a US recession because of this counterintuitive thinking, however. By the end of this article, it will make a lot more sense how specific tech names will benefit from a recession.Let's take a walk.We both know the pandemic pulled in cloud spending as everyone in the world needed to work, learn, and play from home. This pressured the data centers of the world to operate at a capacity never seen before - expansion came quickly. It further fueled an already lit fuse called the digital revolution - anything and everything was being moved to the cloud. Consumers, businesses, enterprises, and governments were all making increased use of this utility, mostly out of necessity at this juncture.Then the pandemic began unwinding, and the pull-in of the last year-and-a-half worth of spending needed to be digested. But with the unwinding of the pandemic came with it an odd tug in the other direction: Workers weren't returning to the workforce at the same rate they left it (forced out) at the start of the pandemic, at least not linearly. As a result, corporations and businesses now struggle to find workers, from convenience store clerks to highly skilled software engineers to data entry specialists to teachers to nurses. Some industries have had higher hire rates than quit rates, but the number of jobs needed remains higher than unemployed workers in many industries.This is indeed a problem if the economy is to thrive.And, as a quick aside, maybe it's part of the reason GDP can't keep up with inflation, putting us further in the kill zone for a recession.Some companies are starting to work around the labor shortage, however.This is a good time to sit before we continue walking.AI Has Become NecessaryCompanies in the last decade have been working toward replacing their workers. If AI and ML (machine learning) can do the same job as well or better than humans, why not put that cost in the cloud where it's scalable and repeatable. Servers are less expensive than human resources in the long run, plus silicon depreciates!Just think of McDonald's (MCD) to start - order your meal yourself on those friendly little kiosks. It's a simple way to replace the job of a worker, and it's not a terribly complicated technological hurdle. Now, remember, this was being done years ago.Looking at more recent and more complicated technology, Meta Platforms (META), for example, would love to replace the massive amount of content moderators it hired over the last several years. Naturally, it would cut down substantially on human resource costs and employee benefits (read: stock-based compensation).And for the first couple of years working on [AI], we're still at a relatively low recall rate where our AI systems had 10%, 15% of the content that we were addressing, we were dealing with proactively. But in recent years, the AI progress has been very impressive. We're now above 90% of the content that we take an action on...- Mark Zuckerberg, Facebook CEO, Q3 '21 Earnings CallTo summarize, in the early AI days, only 10%-15% of the content was able to be caught by AI for moderation. This means a lot of manual human intervention had to be called upon to moderate the massive amount of content on Meta's platforms. But today, over 90% of content moderation is being processed by AI, lessening the burden on humans to do the moderation.The effects of these investments have allowed the company to slow content moderation jobs and further transition to machine learning and AI jobs. These highly technical jobs currently comprise just under 13% of all open positions Meta is seeking. But the volume needed for highly specialized jobs is far less than content moderation jobs, which has slowed the company's headcount growth over the last four years.Meta's headcount growth (Chart mine, data from Meta's Earnings Releases)Beyond content moderation, Meta also is utilizing AI/ML for advertising to serve up better ads in general but also more relevant and better content which can lead to targeting ads to different and, more importantly, better audiences for the advertiser....we are investing significantly in AI and machine learning investments to power ranking and recommendations for things like Ads, Reels and Feed. And so that does add to the CapEx intensity of the business. And we do think there is additional capital intensity of the business as we make significant investments in AI and machine learning on top of just additional capacity growth.- Dave Wehner, Facebook CFO, Q1 '22 Earnings CallKeep that capital intensity commentary in the back of your mind because AI's \"end customer\" isn't the only one taking in the beautiful scenery on the AI train.With that, let's keep walking - we'll need to stretch our legs to understand this next section.Seeing It From The Other SideAs you know, AI and ML don't just start producing answers, data, what have you - they require infrastructure, hardware, software... accelerators to do it faster. This means it needs fast, efficient, and scalable technology to provide the foundation for AI to do its job. This is where a company like Nvidia (NASDAQ:NVDA) comes in.Nvidia is known for its cutting-edge GPUs. In the race for the next advanced graphics or accelerator technology, Nvidia is the leader. This is undisputed as the most recent push into real-time ray-tracing was pioneered by Nvidia, with AMD (AMD) following it up in a behind-the-leader manner. This is exemplified by AMD's adherence to the DirectX12 ray tracing API, which Nvidia developed.Don't jump on me here just yet for putting AMD behind Nvidia in the GPU category - AMD will have its time here in a bit.I point out Nvidia's GPUs because they have become some of the best processors for performing AI/ML workloads. Nvidia's Datacenter division is now its leading money maker in absolute dollars and growth rates. It appears it will be this way for the foreseeable future, at least on a revenue growth basis.But the most interesting part is how Nvidia sees right through the revenue into the heart of the matter. It isn't just selling blindly into the market. On its last conference call, CEO Jensen Huang mentioned the critical point regarding customer needs and led me to the recessionary thinking....live customer service being now supported by AI, conversational AI has an opportunity to enhance the customer service on the one hand. On the other hand, supplement for a lot of labor shortage.- Jensen Huang, Nvidia CEO, Q1 '23 Earnings CallIt was nearly a passing comment, but it was huge as I look around today and see businesses unable to hire to the level they need. fuboTV (FUBO) was one of the more recent ones I've come across, unable to meet advertising needs because of unfilled positions in a tight labor market.Some of those delays were really based off the fact that obviously hiring right now is not an easy task. And so resource allocation internally to be able to develop that capability, I think it's been a little bit slower than we had anticipated.- Dave Gandler, fuboTV CEO, Q1 '22 Earnings CallAnd more recently, with conditions expected to worsen in the economy, some companies have already put hiring freezes in place while others are beginning to lay off employees almost preemptively. Companies have gone from being unable to fill their roster to enacting hiring freezes to outright layoffs rather quickly - all within two years.Going back to Meta Platforms, the company implemented a hiring freeze a little over a month ago, according to an internal memo from the CFO given to 9to5mac.com. Four factors were involved in the decision, but none more important than the slowdown in revenue growth and macroeconomic uncertainties. However, even with the downbeat message to his employees, the CFO still put in one crucial piece that not everything will be frozen:...we feel optimistic about the opportunities to re-accelerate growth, particularly through unlocking new revenue streams through Reels monetization, [and] incorporating AI into our ads system to overcome signal loss from iOS changes...In other words, even with everything happening macro-wise and its struggle to overcome iOS targeting changes, AI is still on the list of things to continue to invest in, and, in most cases, accelerate investments in. This memo encompasses what any major technology company is trying to do: Reduce expenses while utilizing AI to compensate for a lost workforce. But not just make up for a lost workforce and reduce costs, but chief among the reasons is to produce better and more efficient growth than it would sans AI.AI is not just a replacement for an uncooperative workforce environment but the answer to producing better results, even if nothing else was driving it.AI is key to a recessionary environment. It can make a company leaner and produce better results. It's hard to achieve that outcome by simply cutting your workforce. Sure, you'll reduce expenses, but it's at the expense of undercutting your product. AI is needed to push your company and product forward, but it becomes necessary when cutting your workforce to avoid being left behind during the worst days.A recession will become the \"necessity\" for AI investments just like the pandemic was for moving to the cloud.Alright, that was a lot of walking. Let's sit down and discuss who benefits here and what stocks to buy for the AI tailwind.AI Tailwind BeneficiariesNvidiaI've already gone into one of the primary beneficiaries of this accelerating AI train: Nvidia. A lot of AI is possible because of Nvidia's accelerators, such as the A100 and now the H100 using the latest Hopper architecture. Because of this, Nvidia has a greater than 80% market share of the data center for AI workloads. Therefore, it already has a large foundation of customers using its hardware and software stack.You might say Nvidia is susceptible to competitors stepping on its turf and taking away customers. This is possible, and if Nvidia slacks on any one front in the AI game, it deserves to lose to its competitors. However, don't forget what I just mentioned about its CEO's focus - it knows not only how to produce fast, efficient AI/ML hardware and software but also why it's doing it and why its customers need it. This kind of leadership allows Nvidia to work with its customers directly to give them what they need. It's the beauty of owning the hardware and software stack to deliver a complete system - it can tailor the product to the requirements.AMD might produce good and perhaps even better hardware, but it lacks in the software department. This is the significant difference between the two companies. Nvidia's software team is what has given it the market share it has. But its latest secret is its implementation of Mellanox's networking directly into its systems allowing for six times faster network connectivity and NVLink, which allows up to 256 H100s to be connected at nine times wider bandwidth.With H100 now being delivered, customers who already have implemented A100 systems can upgrade to produce near instantaneously faster results and larger workloads without losing their progress in software. Nvidia isn't slacking on getting its customers the latest and greatest, and just at the right time as AI investments ramp up into the necessity of recession.According to electronicsb2b.com, Nvidia claimed $3.2B of the industry's $4B for the global artificial intelligence processors in the cloud and data center market in 2020. By my calculations, Nvidia is set to grow its AI revenue by 50% in 2022 after growing it by 59% in 2021. Furthermore, Nvidia is working within an industry expected to grow nine times to $37.6B in 2026 from 2020. So even if Nvidia's 80% market share drops to 60% by 2026, it will generate $22.6B in AI revenue. This would bring its AI revenue to 36.4% of its estimated 2026 total revenue compared to just 22.5% of its expected 2022 (FY23) revenue.While many concern themselves with the effects of crypto mining on Nvidia's revenue growth and performance, AI will be its leading source of growth over the next several years. This is especially true as its overall Data Center division continues to grow at outsized rates compared to the rest of the company.Nvidia's Data Center Revenue Growth (Green Indicates My Estimates) (Chart mine, data from company quarterly revenue trend PDF)After its release in 2020, the A100 contributed significantly to Nvidia's Data Center growth in calendar 2021 (FY22), \"led by hyperscale customers fueled by continued rapid adoption of Ampere Architecture Tensor Core GPUs, for both internal and external workloads,\" according to the company's CFO in last year's FQ3.And, if the company's CEO couldn't be prophetic enough, in November of last year, he was well ahead of the curve, calling 2022 an AI year by saying, \"...we expect next year the cloud service providers to scale out their chip learning and their AI workload really aggressively.\"Right on cue for the H100 to take the reins.The H100 will start to ramp up Data Center revenue again in FY24 as companies take delivery of the new product. Add in the added build-out for a recession scenario, and Nvidia will likely be tapped out of data center accelerator supply for the next year and a half.However, the most important piece to Nvidia's success is not its hardware but its software. This is where the company has beaten its competition many times over. The latest instance of this is Intel's (INTC) Arc GPU, where its recent China release is having cold water splashed on it. Initial reports are showing it is less impressive than initially thought, and the driver situation appears to be at the center of it:At the same time, there are already genuine concerns around Intel’s Arc desktop GPUs, and particularly reports regarding the graphics driver, which seemingly can be wonky in some cases (with certain games suffering from serious woes or not even running at all). This is the main theory as to the reason for the delay of Arc desktop...Nvidia's ability to produce solid software and drivers is how it can take good or great hardware and make it perform exceedingly well. AI is dependent on stable, high-performance drivers and software. If for nothing else, I'm a buyer of Nvidia based on its software engineering team alone, especially as AI becomes a growing need in a recession.MicronNow you might be wondering why I'd go from a fabless software house with hardware to a \"commodity\" memory player to take advantage of AI in a recession. This is simple, really. Micron (NASDAQ:MU) doesn't just sell chips into the open market. No, if you are honest about your homework, you'll know Micron has moved heavily into a complete or nearly complete solutions market where its customers are buying chipsets and not merely DRAM chips.Moreover, Micron is the only supplier of X-type graphics memory. It's the sole supplier of GDDR6X memory and is the memory used in all of Nvidia's products above the RTX 3070, including the RTX 3070Ti.But, moving into a broader sense of how Micron benefits, it comes down to the company's ability to shift its needs toward the demand and do it quicker than at any time in its history. It did this in early 2020 when mobile demand cratered due to the pandemic while server needs were in extremely high demand to expand cloud capacity. This year's amount of heads up is significant in terms of being able to remain on a growth trajectory while everyone and their mother talks about PC and mobile weakness in 2022 while server and data center will remain tight.I find it interesting the focus has been on PC, consumer, and mobile demand while server and graphics have higher margins, comparatively, and in this AI-driven scenario, will sustain these categories of DRAM prices. Trendforce, which has been wildly inaccurate over the last year while Micron's revenue and earnings have continued to grow, is expecting a 0%-5% decline in server DRAM for Q3 '22. Those are not concerning numbers! That means it may not even change! A 1%-2% decline won't even affect Micron as it produces the leading DRAM node in the world, meaning it has the best cost benefits out of its two other competitors.The final reason Micron stands to benefit the most is where its stock is in relation to what a typical memory cycle would encounter. When memory is on the slide - actually on a slide, not 0%-5% memory declines - its stock will retreat to one time book value. With the latest dump in the market, Micron has moved to 1.33 times book value.Data by YChartsThe valuation is already within 20% of this one-to-one book value without memory declining (anyone remember the DRAM Winter?). This doesn't mean when memory prices actually decline Micron will suffer another 50% decline. No, it means the market is so far past its skis that it'll begin pricing in any upturn in DRAM prices well ahead of when they happen. In short, the downside in Micron is 20%, while the upside is 93% (2.4x book value), as is historically true time and time again.Furthermore, the recession fears won't be nearly as impactful to Micron as they would otherwise because not all end markets will decline. AI will continue to be invested in even as all other line items get cut at major tech companies. Auto manufacturers learned this lesson firsthand and continue to pay for it to this day. The diversification Micron has moved toward over the last decade would not only sustain it comfortably during an economic recession, but an end market that will buck a recession trend won't cut Micron's estimates as far as the market thinks.Ready to get to our destination? Let's finish our walk.Not Your Father's RecessionThe bottom line is this recession won't see all markets and all walks of technology impacted equally. Instead, we're going to see and already seeing an investment in technology to combat the headwinds of an economic slowdown, specifically in AI/ML. The use of AI is more than just a cool gadget or artificial lifeform to improve your lifestyle. Instead, it's a business advantage to replace a workforce it can't hire or a workforce needing to be laid off to reduce costs. Not only can AI be depreciated on the income sheet, but it's also many times more efficient than a single human and will truly bring on the next chapter of workforce creative destruction.This AI movement has beneficiaries, including the hardware and software companies developing the backbone. There are more than just Nvidia and Micron, too. In fact, AMD and Arista Networks (ANET) are my next two favorites able to benefit from the increasing move toward AI. While I didn't get into them in this article, they, too, have a significant role to play in the expansion of the AI cloud and its uses.For now, with Nvidia and Micron at valuations not seen except during economic slowdowns, it'll be an even greater reward when the fallout isn't as impactful to them as many other parts of the economy. AI will be the investment during this downturn, let alone a crossed-off budget item.Hopefully, you enjoyed our walk.","news_type":1},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049605199,"gmtCreate":1655779808611,"gmtModify":1676535704037,"author":{"id":"3581484544078459","authorId":"3581484544078459","name":"DaveWLF","avatar":"https://static.tigerbbs.com/ab3019f262c5904b094ef2497a87a00d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Just hope that they can continue to grow AWS.&nbsp;","listText":"Just hope that they can continue to grow AWS.&nbsp;","text":"Just hope that they can continue to grow AWS.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049605199","repostId":"1196734275","repostType":2,"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049606331,"gmtCreate":1655779672823,"gmtModify":1676535703974,"author":{"id":"3581484544078459","authorId":"3581484544078459","name":"DaveWLF","avatar":"https://static.tigerbbs.com/ab3019f262c5904b094ef2497a87a00d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"After dominating e-commerce, now to physical stores?&nbsp;","listText":"After dominating e-commerce, now to physical stores?&nbsp;","text":"After dominating e-commerce, now to physical stores?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049606331","repostId":"1144169530","repostType":2,"repost":{"id":"1144169530","pubTimestamp":1655777912,"share":"https://www.laohu8.com/m/news/1144169530?lang=&edition=full","pubTime":"2022-06-21 10:18","market":"us","language":"en","title":"Amazon Fresh Ramps up Expansion With Five New Stores ","url":"https://stock-news.laohu8.com/highlight/detail?id=1144169530","media":"Supermarket News","summary":"Amazon has shifted into high gear with the expansion of its Amazon Fresh supermarket banner, more th","content":"<html><head></head><body><p>Amazon has shifted into high gear with the expansion of its Amazon Fresh supermarket banner, more than doubling the number of stores a year ago.</p><p>This month, Amazon announced five new Amazon Fresh stores, three of which have opened. Those additions come after the e-tail giant last month said it has begun hiring for the first Amazon Fresh locations in New York and New Jersey.</p><p>Most recently, the company unveiled plans for three new Amazon Fresh stores in northern Virginia. A 45,000-square-foot store opened in Manassas on June 9, and a 38,000-square-foot location in Lorton is set to open its doors on June 23. Another Amazon Fresh is slated to open in Arlington “in the coming weeks,” Amazon said. The retailer didn’t give a size for the Arlington store but said all three of the new Virginia locations would offer its Just Walk Out cashierless technology, which enables customers to pay for their items without waiting at the checkout line.</p><p>Also on June 9, Amazon launched a 40,000-square-foot Amazon Fresh in North Riverside, Ill., marking its eighth store in Illinois. The company opened its 15th California location under the banner — the state with the most Amazon Fresh outlets — on June 2, a 35,000-square-foot store in Huntington Beach. Both of those stores also offer Just Walk Out functionality.</p><p>The new locations, save for the Lorton and Arlington sites yet to open, expand the Amazon Fresh banner to 33 stores in six states and the District of Columbia. That’s more than twice the 14 locations Amazon Fresh had in mid-June 2021. Next after California and Illinois in number of Amazon Fresh stores are Washington state (four locations); Virginia (three); and Maryland, Pennsylvania and D.C. at one apiece.</p><p>Seattle-based Amazon opened the first Amazon Fresh store, a 35,000-square-foot location in Woodland Hills, Calif., in late August 2020, and then less than two years later unveiled the banner’s 30th location, a 35,000-square-foot store in Murrieta, Calif., on May 5 of this year. In terms of new stores and added square footage, real estate and investment management firm Jones Lang LaSalle ranked Amazon Fresh as the sixth-fastest-growing grocer in 2021, behind Aldi, Publix, Grocery Outlet, Giant Eagle and Sprouts Farmers Market.</p><p>Jeff Helbling, vice president of Amazon Fresh Stores, told Supermarket News in April that new Amazon Fresh locations this year were planned for California, Illinois, Pennsylvania, Virginia, Washington state and New Jersey, though he didn’t specify the number of units or an opening timetable.</p><p>“We continue to invest in and grow Amazon Fresh, building on our vision to expand our omnichannel offering, and also continue to innovate in the areas we know matter to customers — low prices, broad selection and convenience,” Helbling said.</p><p>In mid-May, Amazon unveiled plans for Amazon Fresh to enter the metropolitan New York market with upcoming stores in Paramus, N.J., and Oceanside, N.Y. The company didn’t specify the number of employees it aims to hire or provide opening dates and further details about the planned Oceanside and Paramus stores but said both locations will offer Just Walk Out service.</p><p>Besides being the first Amazon Fresh in the Empire State, the Oceanside store — which will take the space of a former Waldbaum’s supermarket — marks Amazon Fresh’s debut in the metro New York suburban market of Long Island.According to Newsday, two more Long Island Amazon Fresh stores are upcoming, in Plainview (a former Fairway Market store) and East Setauket (a former Waldbaum’s store). Newsday also reported that Amazon is eyeing a 38,000-square-foot space in Glen Cove, where a King Kullen supermarket slated to close in late July.</p><p>The Amazon Fresh in Paramus, N.J., also will occupy a former Fairway Market site. In March 2020, Amazonacquired leasesfor Fairway’s Paramus and Woodland Park, N.J., stores via auction as part of thelatter chain’s bankruptcy.</p><p>Amazon Fresh’s latest openings also now give Just Walk Out technology — which detects items taken off or removed from shelves while keeping a running total of the purchase — the edge over the multifunction Amazon Dash Cartsmart shopping cart, which allows users to find items, track purchases and skip the checkout line. Currently, 17 Amazon Fresh stores offer Just Walk Out versus 16 locations providing the Dash Cart. Thefirst Amazon Fresh to get Just Walk Out functionalitywas a 25,000-square-foot location in Bellevue, Wash., that opened last June. At the time, Amazon noted that the opening marked the debut of Just Walk Out capability in a full-size grocery store.</p></body></html>","source":"lsy1654066923717","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>Amazon Fresh Ramps up Expansion With Five New Stores </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\">\nAmazon Fresh Ramps up Expansion With Five New Stores \n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-21 10:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.supermarketnews.com/retail-financial/amazon-fresh-ramps-expansion-five-new-stores><strong>Supermarket News</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon has shifted into high gear with the expansion of its Amazon Fresh supermarket banner, more than doubling the number of stores a year ago.This month, Amazon announced five new Amazon Fresh ...</p>\n\n<a href=\"https://www.supermarketnews.com/retail-financial/amazon-fresh-ramps-expansion-five-new-stores\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.supermarketnews.com/retail-financial/amazon-fresh-ramps-expansion-five-new-stores","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144169530","content_text":"Amazon has shifted into high gear with the expansion of its Amazon Fresh supermarket banner, more than doubling the number of stores a year ago.This month, Amazon announced five new Amazon Fresh stores, three of which have opened. Those additions come after the e-tail giant last month said it has begun hiring for the first Amazon Fresh locations in New York and New Jersey.Most recently, the company unveiled plans for three new Amazon Fresh stores in northern Virginia. A 45,000-square-foot store opened in Manassas on June 9, and a 38,000-square-foot location in Lorton is set to open its doors on June 23. Another Amazon Fresh is slated to open in Arlington “in the coming weeks,” Amazon said. The retailer didn’t give a size for the Arlington store but said all three of the new Virginia locations would offer its Just Walk Out cashierless technology, which enables customers to pay for their items without waiting at the checkout line.Also on June 9, Amazon launched a 40,000-square-foot Amazon Fresh in North Riverside, Ill., marking its eighth store in Illinois. The company opened its 15th California location under the banner — the state with the most Amazon Fresh outlets — on June 2, a 35,000-square-foot store in Huntington Beach. Both of those stores also offer Just Walk Out functionality.The new locations, save for the Lorton and Arlington sites yet to open, expand the Amazon Fresh banner to 33 stores in six states and the District of Columbia. That’s more than twice the 14 locations Amazon Fresh had in mid-June 2021. Next after California and Illinois in number of Amazon Fresh stores are Washington state (four locations); Virginia (three); and Maryland, Pennsylvania and D.C. at one apiece.Seattle-based Amazon opened the first Amazon Fresh store, a 35,000-square-foot location in Woodland Hills, Calif., in late August 2020, and then less than two years later unveiled the banner’s 30th location, a 35,000-square-foot store in Murrieta, Calif., on May 5 of this year. In terms of new stores and added square footage, real estate and investment management firm Jones Lang LaSalle ranked Amazon Fresh as the sixth-fastest-growing grocer in 2021, behind Aldi, Publix, Grocery Outlet, Giant Eagle and Sprouts Farmers Market.Jeff Helbling, vice president of Amazon Fresh Stores, told Supermarket News in April that new Amazon Fresh locations this year were planned for California, Illinois, Pennsylvania, Virginia, Washington state and New Jersey, though he didn’t specify the number of units or an opening timetable.“We continue to invest in and grow Amazon Fresh, building on our vision to expand our omnichannel offering, and also continue to innovate in the areas we know matter to customers — low prices, broad selection and convenience,” Helbling said.In mid-May, Amazon unveiled plans for Amazon Fresh to enter the metropolitan New York market with upcoming stores in Paramus, N.J., and Oceanside, N.Y. The company didn’t specify the number of employees it aims to hire or provide opening dates and further details about the planned Oceanside and Paramus stores but said both locations will offer Just Walk Out service.Besides being the first Amazon Fresh in the Empire State, the Oceanside store — which will take the space of a former Waldbaum’s supermarket — marks Amazon Fresh’s debut in the metro New York suburban market of Long Island.According to Newsday, two more Long Island Amazon Fresh stores are upcoming, in Plainview (a former Fairway Market store) and East Setauket (a former Waldbaum’s store). Newsday also reported that Amazon is eyeing a 38,000-square-foot space in Glen Cove, where a King Kullen supermarket slated to close in late July.The Amazon Fresh in Paramus, N.J., also will occupy a former Fairway Market site. In March 2020, Amazonacquired leasesfor Fairway’s Paramus and Woodland Park, N.J., stores via auction as part of thelatter chain’s bankruptcy.Amazon Fresh’s latest openings also now give Just Walk Out technology — which detects items taken off or removed from shelves while keeping a running total of the purchase — the edge over the multifunction Amazon Dash Cartsmart shopping cart, which allows users to find items, track purchases and skip the checkout line. Currently, 17 Amazon Fresh stores offer Just Walk Out versus 16 locations providing the Dash Cart. Thefirst Amazon Fresh to get Just Walk Out functionalitywas a 25,000-square-foot location in Bellevue, Wash., that opened last June. At the time, Amazon noted that the opening marked the debut of Just Walk Out capability in a full-size grocery store.","news_type":1},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9054708992,"gmtCreate":1655426000016,"gmtModify":1676535636027,"author":{"id":"3581484544078459","authorId":"3581484544078459","name":"DaveWLF","avatar":"https://static.tigerbbs.com/ab3019f262c5904b094ef2497a87a00d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Looking at buy some reits. Any recommendations anyone?&nbsp;","listText":"Looking at buy some reits. Any recommendations anyone?&nbsp;","text":"Looking at buy some reits. Any recommendations anyone?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054708992","repostId":"1184789256","repostType":2,"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581840130059040","authorId":"3581840130059040","name":"tungleh","avatar":"https://static.itradeup.com/news/e7cd8f0c265e9dabe49dea7b97ffe6b9","crmLevel":2,"crmLevelSwitch":1},"content":"DYOD. $ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$ $PARKWAYLIFE REIT(C2PU.SI)$ etc...","text":"DYOD. $ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$ $PARKWAYLIFE REIT(C2PU.SI)$ etc...","html":"DYOD. $ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$ $PARKWAYLIFE REIT(C2PU.SI)$ etc..."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9054064954,"gmtCreate":1655333832878,"gmtModify":1676535613632,"author":{"id":"3581484544078459","authorId":"3581484544078459","name":"DaveWLF","avatar":"https://static.tigerbbs.com/ab3019f262c5904b094ef2497a87a00d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"More 0.75 instead of 0.5","listText":"More 0.75 instead of 0.5","text":"More 0.75 instead of 0.5","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054064954","repostId":"1156507730","repostType":4,"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052865041,"gmtCreate":1655163393483,"gmtModify":1676535571642,"author":{"id":"3581484544078459","authorId":"3581484544078459","name":"DaveWLF","avatar":"https://static.tigerbbs.com/ab3019f262c5904b094ef2497a87a00d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"The dreaded bear market is here! Down 20%.","listText":"The dreaded bear market is here! Down 20%.","text":"The dreaded bear market is here! Down 20%.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052865041","repostId":"2243010692","repostType":4,"repost":{"id":"2243010692","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":1655154483,"share":"https://www.laohu8.com/m/news/2243010692?lang=&edition=full","pubTime":"2022-06-14 05:08","market":"us","language":"en","title":"US STOCKS-S&P 500 Confirms Bear Market As Recession Worry Grows","url":"https://stock-news.laohu8.com/highlight/detail?id=2243010692","media":"Reuters","summary":"(Reuters) - U.S. equities tumbled on Monday, with the S&P 500 confirming it is in a bear market, hei","content":"<html><head></head><body><p>(Reuters) - U.S. equities tumbled on Monday, with the S&amp;P 500 confirming it is in a bear market, heightening fears that the expected aggressive interest rate hikes by the Federal Reserve could push the economy into a recession.</p><p>The benchmark S&amp;P index has fallen for four straight days, its longest losing streak in three months, with the index now down 21.8% from its most recent record closing high to confirm a bear market began on Jan. 3, according to a commonly used definition.</p><p>All the major S&amp;P sectors were sharply lower, with only 5 components of the S&amp;P 500 in positive territory on the day. Markets have been under pressure this year as climbing prices, including a jump in oil prices due in part to the war in Ukraine, have put the Fed on track to take strong actions to tighten its monetary policy, such as interest rate hike.</p><p>The Fed is scheduled to make its next policy announcement on Wednesday and investors will be highly focused on any clues for how aggressive the central bank intends to be in raising rates.</p><p>High-growth market heavyweights such as Apple Inc, Microsoft Corp and Amazon.com Inc were the biggest drags on the S&amp;P 500, as the yield on the benchmark 10-year U.S. Treasury note hit 3.44%, its highest level since April 2011. Growth stocks are more likely to see their earnings suffer in a rising rate environment.</p><p>A hotter-than-expected consumer price index (CPI) reading on Friday prompted traders to price in a total of 175 basis point (bps) in interest rate hikes by September, while expectations for a 75 basis point hike at the June meeting have jumped to nearly 30% from 3.1% a week ago, according to CME&#39;s Fedwatch Tool.</p><p>&#34;The market had been trying to rally around the idea that inflation has peaked, and the Fed would not have to be more aggressive,&#34; said Ross Mayfield, investment strategy analyst at Baird in Louisville, Kentucky.</p><p>&#34;That story fell apart on Friday with the CPI report, showing broad inflation being entrenched everywhere you look.&#34;</p><p>The Dow Jones Industrial Average fell 876.05 points, or 2.79%, to 30,516.74, the S&amp;P 500 lost 151.23 points, or 3.88%, to 3,749.63 and the Nasdaq Composite dropped 530.80 points, or 4.68%, to 10,809.23.</p><p>The longest S&amp;P 500 bear market lasted just over five years, starting on March 6, 1937 and ending on April 29, 1942 while the shortest lasted just over a month, beginning on Feb. 19, 2020 and ending on March 23, 2020, according to S&amp;P Dow Jones Indices.</p><p>It has taken a little over a year on average for the index to reach its bottom during bear markets, and then roughly another two years to return to its prior high, according to CFRA Research.</p><p>In addition, the two-year 10-year U.S. Treasury yield curve briefly inverted for the first time since April, which many in the markets see as a reliable signal that a recession could come in the next year or two.</p><p>The Nasdaq Composite index, which suffered its fourth straight drop, confirmed it was in bear market territory on March 7 and has declined roughly 30% this year.</p><p>The CBOE Volatility index, also known as Wall Street&#39;s fear gauge, spiked to its highest level since May 9 at 35.05 before closing at 34.02. Still, many analysts view the level as somewhat subdued and could mean more selling pressure is in store.</p><p>&#34;This is a market that does not look like it is capitulating as much as it is frustrated,&#34; said Rob Haworth, senior investment strategist at U.S. Bank Wealth Management in Seattle.</p><p>&#34;Even with some of the securities being thrown out, it is just not deep enough, violent enough to see that people have taken positions off.&#34;</p><p>Cryptocurrency- and blockchain-related stocks, including Riot Blockchain, Marathon Digital Holdings and Coinbase Global, all plunged as bitcoin slumped more than 10% after major U.S. cryptocurrency lending company Celsius Network froze withdrawals and transfers citing &#34;extreme&#34; conditions.</p><p>Volume on U.S. exchanges was 14.98 billion shares, compared with the 11.95 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 16.62-to-1 ratio; on Nasdaq, a 7.00-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week highs and 76 new lows; the Nasdaq Composite recorded 12 new highs and 743 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-S&P 500 Confirms Bear Market As Recession Worry Grows</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-S&P 500 Confirms Bear Market As Recession Worry Grows\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-06-14 05:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - U.S. equities tumbled on Monday, with the S&amp;P 500 confirming it is in a bear market, heightening fears that the expected aggressive interest rate hikes by the Federal Reserve could push the economy into a recession.</p><p>The benchmark S&amp;P index has fallen for four straight days, its longest losing streak in three months, with the index now down 21.8% from its most recent record closing high to confirm a bear market began on Jan. 3, according to a commonly used definition.</p><p>All the major S&amp;P sectors were sharply lower, with only 5 components of the S&amp;P 500 in positive territory on the day. Markets have been under pressure this year as climbing prices, including a jump in oil prices due in part to the war in Ukraine, have put the Fed on track to take strong actions to tighten its monetary policy, such as interest rate hike.</p><p>The Fed is scheduled to make its next policy announcement on Wednesday and investors will be highly focused on any clues for how aggressive the central bank intends to be in raising rates.</p><p>High-growth market heavyweights such as Apple Inc, Microsoft Corp and Amazon.com Inc were the biggest drags on the S&amp;P 500, as the yield on the benchmark 10-year U.S. Treasury note hit 3.44%, its highest level since April 2011. Growth stocks are more likely to see their earnings suffer in a rising rate environment.</p><p>A hotter-than-expected consumer price index (CPI) reading on Friday prompted traders to price in a total of 175 basis point (bps) in interest rate hikes by September, while expectations for a 75 basis point hike at the June meeting have jumped to nearly 30% from 3.1% a week ago, according to CME&#39;s Fedwatch Tool.</p><p>&#34;The market had been trying to rally around the idea that inflation has peaked, and the Fed would not have to be more aggressive,&#34; said Ross Mayfield, investment strategy analyst at Baird in Louisville, Kentucky.</p><p>&#34;That story fell apart on Friday with the CPI report, showing broad inflation being entrenched everywhere you look.&#34;</p><p>The Dow Jones Industrial Average fell 876.05 points, or 2.79%, to 30,516.74, the S&amp;P 500 lost 151.23 points, or 3.88%, to 3,749.63 and the Nasdaq Composite dropped 530.80 points, or 4.68%, to 10,809.23.</p><p>The longest S&amp;P 500 bear market lasted just over five years, starting on March 6, 1937 and ending on April 29, 1942 while the shortest lasted just over a month, beginning on Feb. 19, 2020 and ending on March 23, 2020, according to S&amp;P Dow Jones Indices.</p><p>It has taken a little over a year on average for the index to reach its bottom during bear markets, and then roughly another two years to return to its prior high, according to CFRA Research.</p><p>In addition, the two-year 10-year U.S. Treasury yield curve briefly inverted for the first time since April, which many in the markets see as a reliable signal that a recession could come in the next year or two.</p><p>The Nasdaq Composite index, which suffered its fourth straight drop, confirmed it was in bear market territory on March 7 and has declined roughly 30% this year.</p><p>The CBOE Volatility index, also known as Wall Street&#39;s fear gauge, spiked to its highest level since May 9 at 35.05 before closing at 34.02. Still, many analysts view the level as somewhat subdued and could mean more selling pressure is in store.</p><p>&#34;This is a market that does not look like it is capitulating as much as it is frustrated,&#34; said Rob Haworth, senior investment strategist at U.S. Bank Wealth Management in Seattle.</p><p>&#34;Even with some of the securities being thrown out, it is just not deep enough, violent enough to see that people have taken positions off.&#34;</p><p>Cryptocurrency- and blockchain-related stocks, including Riot Blockchain, Marathon Digital Holdings and Coinbase Global, all plunged as bitcoin slumped more than 10% after major U.S. cryptocurrency lending company Celsius Network froze withdrawals and transfers citing &#34;extreme&#34; conditions.</p><p>Volume on U.S. exchanges was 14.98 billion shares, compared with the 11.95 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 16.62-to-1 ratio; on Nasdaq, a 7.00-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week highs and 76 new lows; the Nasdaq Composite recorded 12 new highs and 743 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243010692","content_text":"(Reuters) - U.S. equities tumbled on Monday, with the S&P 500 confirming it is in a bear market, heightening fears that the expected aggressive interest rate hikes by the Federal Reserve could push the economy into a recession.The benchmark S&P index has fallen for four straight days, its longest losing streak in three months, with the index now down 21.8% from its most recent record closing high to confirm a bear market began on Jan. 3, according to a commonly used definition.All the major S&P sectors were sharply lower, with only 5 components of the S&P 500 in positive territory on the day. Markets have been under pressure this year as climbing prices, including a jump in oil prices due in part to the war in Ukraine, have put the Fed on track to take strong actions to tighten its monetary policy, such as interest rate hike.The Fed is scheduled to make its next policy announcement on Wednesday and investors will be highly focused on any clues for how aggressive the central bank intends to be in raising rates.High-growth market heavyweights such as Apple Inc, Microsoft Corp and Amazon.com Inc were the biggest drags on the S&P 500, as the yield on the benchmark 10-year U.S. Treasury note hit 3.44%, its highest level since April 2011. Growth stocks are more likely to see their earnings suffer in a rising rate environment.A hotter-than-expected consumer price index (CPI) reading on Friday prompted traders to price in a total of 175 basis point (bps) in interest rate hikes by September, while expectations for a 75 basis point hike at the June meeting have jumped to nearly 30% from 3.1% a week ago, according to CME's Fedwatch Tool.\"The market had been trying to rally around the idea that inflation has peaked, and the Fed would not have to be more aggressive,\" said Ross Mayfield, investment strategy analyst at Baird in Louisville, Kentucky.\"That story fell apart on Friday with the CPI report, showing broad inflation being entrenched everywhere you look.\"The Dow Jones Industrial Average fell 876.05 points, or 2.79%, to 30,516.74, the S&P 500 lost 151.23 points, or 3.88%, to 3,749.63 and the Nasdaq Composite dropped 530.80 points, or 4.68%, to 10,809.23.The longest S&P 500 bear market lasted just over five years, starting on March 6, 1937 and ending on April 29, 1942 while the shortest lasted just over a month, beginning on Feb. 19, 2020 and ending on March 23, 2020, according to S&P Dow Jones Indices.It has taken a little over a year on average for the index to reach its bottom during bear markets, and then roughly another two years to return to its prior high, according to CFRA Research.In addition, the two-year 10-year U.S. Treasury yield curve briefly inverted for the first time since April, which many in the markets see as a reliable signal that a recession could come in the next year or two.The Nasdaq Composite index, which suffered its fourth straight drop, confirmed it was in bear market territory on March 7 and has declined roughly 30% this year.The CBOE Volatility index, also known as Wall Street's fear gauge, spiked to its highest level since May 9 at 35.05 before closing at 34.02. Still, many analysts view the level as somewhat subdued and could mean more selling pressure is in store.\"This is a market that does not look like it is capitulating as much as it is frustrated,\" said Rob Haworth, senior investment strategist at U.S. Bank Wealth Management in Seattle.\"Even with some of the securities being thrown out, it is just not deep enough, violent enough to see that people have taken positions off.\"Cryptocurrency- and blockchain-related stocks, including Riot Blockchain, Marathon Digital Holdings and Coinbase Global, all plunged as bitcoin slumped more than 10% after major U.S. cryptocurrency lending company Celsius Network froze withdrawals and transfers citing \"extreme\" conditions.Volume on U.S. exchanges was 14.98 billion shares, compared with the 11.95 billion average for the full session over the last 20 trading days.Declining issues outnumbered advancing ones on the NYSE by a 16.62-to-1 ratio; on Nasdaq, a 7.00-to-1 ratio favored decliners.The S&P 500 posted 1 new 52-week highs and 76 new lows; the Nasdaq Composite recorded 12 new highs and 743 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058773995,"gmtCreate":1654908055217,"gmtModify":1676535531197,"author":{"id":"3581484544078459","authorId":"3581484544078459","name":"DaveWLF","avatar":"https://static.tigerbbs.com/ab3019f262c5904b094ef2497a87a00d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"I thought is 5 for 1?&nbsp;","listText":"I thought is 5 for 1?&nbsp;","text":"I thought is 5 for 1?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058773995","repostId":"2242306963","repostType":4,"repost":{"id":"2242306963","pubTimestamp":1654904207,"share":"https://www.laohu8.com/m/news/2242306963?lang=&edition=full","pubTime":"2022-06-11 07:36","market":"us","language":"en","title":"Tesla Files for 3-for-1 Stock Split","url":"https://stock-news.laohu8.com/highlight/detail?id=2242306963","media":"Seekingalpha","summary":"Tesla (NASDAQ:TSLA) has filed for a 3-for-1 stock split as part of its SEC filings for an upcoming annual meeting.It's also added that Larry Ellison won't stand for re-election to the board, and the c","content":"<html><head></head><body><p>Tesla (NASDAQ:TSLA) has filed for a 3-for-1 stock split as part of its SEC filings for an upcoming annual meeting.</p><p>It&#39;s also added that Larry Ellison won&#39;t stand for re-election to the board, and the company will therefore reduce the board&#39;s composition to seven seats. Ellison and the board made that determination together in June, the company says.</p><p>In its preliminary proxy filing setting the annual meeting for Aug. 4, Tesla includes among its proposals <a href=\"https://laohu8.com/S/AONE.U\">one</a> to increase the number of authorized shares of common stock by 4 billion.</p><p>That&#39;s primarily to enable a 3-for-1 split via a stock dividend, Tesla says. It currently has 2 billion shares authorized. &#34;Our Board intends to approve the Stock Split, subject to and contingent upon stockholder approval of the Authorized Shares Amendment.&#34;</p><p>Aside from those more prominent moves, Tesla (TSLA) is also looking to elect two Class III directors for three-year terms - Ira Ehrenpreis and Kathleen Wilson-Thompson - and to reduce director terms in general to two years, which would apply to Ehrenpreis and Wilson-Thompson if adopted.</p><p>The company is also looking to eliminate supermajority voting requirements and ratify its auditor.</p><p>The board is urging votes against eight shareholder proposals, linked to topics including proxy access, anti-harassment/discrimination efforts, diversity reports, employee arbitration reports, lobbying, collective bargaining policy, and reporting on child labor and water risk.</p><p>Tesla stock is up 2.1% after hours.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Files for 3-for-1 Stock Split</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; 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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 Files for 3-for-1 Stock Split\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-11 07:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3847806-tesla-files-for-3-for-1-stock-split><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla (NASDAQ:TSLA) has filed for a 3-for-1 stock split as part of its SEC filings for an upcoming annual meeting.It's also added that Larry Ellison won't stand for re-election to the board, and the ...</p>\n\n<a href=\"https://seekingalpha.com/news/3847806-tesla-files-for-3-for-1-stock-split\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3847806-tesla-files-for-3-for-1-stock-split","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242306963","content_text":"Tesla (NASDAQ:TSLA) has filed for a 3-for-1 stock split as part of its SEC filings for an upcoming annual meeting.It's also added that Larry Ellison won't stand for re-election to the board, and the company will therefore reduce the board's composition to seven seats. Ellison and the board made that determination together in June, the company says.In its preliminary proxy filing setting the annual meeting for Aug. 4, Tesla includes among its proposals one to increase the number of authorized shares of common stock by 4 billion.That's primarily to enable a 3-for-1 split via a stock dividend, Tesla says. It currently has 2 billion shares authorized. \"Our Board intends to approve the Stock Split, subject to and contingent upon stockholder approval of the Authorized Shares Amendment.\"Aside from those more prominent moves, Tesla (TSLA) is also looking to elect two Class III directors for three-year terms - Ira Ehrenpreis and Kathleen Wilson-Thompson - and to reduce director terms in general to two years, which would apply to Ehrenpreis and Wilson-Thompson if adopted.The company is also looking to eliminate supermajority voting requirements and ratify its auditor.The board is urging votes against eight shareholder proposals, linked to topics including proxy access, anti-harassment/discrimination efforts, diversity reports, employee arbitration reports, lobbying, collective bargaining policy, and reporting on child labor and water risk.Tesla stock is up 2.1% after hours.","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051597345,"gmtCreate":1654724415587,"gmtModify":1676535496459,"author":{"id":"3581484544078459","authorId":"3581484544078459","name":"DaveWLF","avatar":"https://static.tigerbbs.com/ab3019f262c5904b094ef2497a87a00d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Finally above 100 again!","listText":"Finally above 100 again!","text":"Finally above 100 again!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051597345","repostId":"1197874553","repostType":2,"repost":{"id":"1197874553","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":1654697791,"share":"https://www.laohu8.com/m/news/1197874553?lang=&edition=full","pubTime":"2022-06-08 22:16","market":"us","language":"en","title":"Chinese E-Commerce ADRs Climbed in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1197874553","media":"Tiger Newspress","summary":"Chinese e-commerce ADRs climbed in morning trading.Alibaba, JD.com, Vipshop, Baozun, and Pinduoduo r","content":"<html><head></head><body><p>Chinese e-commerce ADRs climbed in morning trading.</p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>, <a href=\"https://laohu8.com/S/JD\">JD.com</a>, <a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>, <a href=\"https://laohu8.com/S/BZUN\">Baozun</a>, and Pinduoduo rose between 4% and 7%.</p><p><img src=\"https://static.tigerbbs.com/5fd35d4e50dea9828e7c9cad9b5f4381\" tg-width=\"435\" tg-height=\"339\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese E-Commerce ADRs Climbed in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChinese E-Commerce ADRs Climbed in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-06-08 22:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese e-commerce ADRs climbed in morning trading.</p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>, <a href=\"https://laohu8.com/S/JD\">JD.com</a>, <a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>, <a href=\"https://laohu8.com/S/BZUN\">Baozun</a>, and Pinduoduo rose between 4% and 7%.</p><p><img src=\"https://static.tigerbbs.com/5fd35d4e50dea9828e7c9cad9b5f4381\" tg-width=\"435\" tg-height=\"339\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09618":"京东集团-SW","PDD":"拼多多","BK4579":"人工智能","JD":"京东","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4122":"互联网与直销零售","BK4502":"阿里概念","BK1521":"挪威政府全球养老基金持仓","BK1586":"云计算","BK4505":"高瓴资本持仓","BZUN":"宝尊电商","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK1142":"互联网与直销零售","BK1591":"就地过年概念","BK1502":"双十一","BABA":"阿里巴巴","BK1608":"元宇宙概念","VIPS":"唯品会","09988":"阿里巴巴-SW"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197874553","content_text":"Chinese e-commerce ADRs climbed in morning trading.Alibaba, JD.com, Vipshop, Baozun, and Pinduoduo rose between 4% and 7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051890446,"gmtCreate":1654658571385,"gmtModify":1676535487562,"author":{"id":"3581484544078459","authorId":"3581484544078459","name":"DaveWLF","avatar":"https://static.tigerbbs.com/ab3019f262c5904b094ef2497a87a00d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Power! Finally hope this will change the direction.","listText":"Power! Finally hope this will change the direction.","text":"Power! Finally hope this will change the direction.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051890446","repostId":"1100684923","repostType":2,"repost":{"id":"1100684923","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":1654615825,"share":"https://www.laohu8.com/m/news/1100684923?lang=&edition=full","pubTime":"2022-06-07 23:30","market":"us","language":"en","title":"Hot Chinese ADRs Jump in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1100684923","media":"Tiger Newspress","summary":"Hot Chinese ADRs jump in morning trading.Alibaba, Pinduoduo, Baidu, Bilibili, Li Auto and Full Truck","content":"<html><head></head><body><p>Hot Chinese ADRs jump in morning trading.</p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>, <a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>, <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, <a href=\"https://laohu8.com/S/BILI\">Bilibili</a>, <a href=\"https://laohu8.com/S/LI\">Li Auto</a> and <a href=\"https://laohu8.com/S/YMM\">Full Truck Alliance</a> rise between 1% and 9%.<img src=\"https://static.tigerbbs.com/72eeeb160102ac9a3608c65b3fca8f26\" tg-width=\"444\" tg-height=\"594\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot Chinese ADRs Jump in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHot Chinese ADRs Jump in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-06-07 23:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs jump in morning trading.</p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>, <a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>, <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, <a href=\"https://laohu8.com/S/BILI\">Bilibili</a>, <a href=\"https://laohu8.com/S/LI\">Li Auto</a> and <a href=\"https://laohu8.com/S/YMM\">Full Truck Alliance</a> rise between 1% and 9%.<img src=\"https://static.tigerbbs.com/72eeeb160102ac9a3608c65b3fca8f26\" tg-width=\"444\" tg-height=\"594\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多","BABA":"阿里巴巴","YMM":"满帮","BILI":"哔哩哔哩"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100684923","content_text":"Hot Chinese ADRs jump in morning trading.Alibaba, Pinduoduo, Baidu, Bilibili, Li Auto and Full Truck Alliance rise between 1% and 9%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059381930,"gmtCreate":1654303539120,"gmtModify":1676535427358,"author":{"id":"3581484544078459","authorId":"3581484544078459","name":"DaveWLF","avatar":"https://static.tigerbbs.com/ab3019f262c5904b094ef2497a87a00d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"I like what you said!&nbsp;","listText":"I like what you said!&nbsp;","text":"I like what you said!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059381930","repostId":"9059314118","repostType":1,"repost":{"id":9059314118,"gmtCreate":1654303063635,"gmtModify":1676535427252,"author":{"id":"4106286535667580","authorId":"4106286535667580","name":"Songa","avatar":"https://community-static.tradeup.com/news/40ab1b04a930f9cf8221e01ba628c70f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>Sometimes it is better to have it a little sour so we can appreciate its sweetness whenit comes","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>Sometimes it is better to have it a little sour so we can appreciate its sweetness whenit comes","text":"$Apple(AAPL)$Sometimes it is better to have it a little sour so we can appreciate its sweetness whenit comes","images":[{"img":"https://community-static.tradeup.com/news/f08b346d52b71f35934679d1b6ac6c1c","width":"1284","height":"2538"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059314118","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050312784,"gmtCreate":1654132112248,"gmtModify":1676535400097,"author":{"id":"3581484544078459","authorId":"3581484544078459","name":"DaveWLF","avatar":"https://static.tigerbbs.com/ab3019f262c5904b094ef2497a87a00d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Amzn stock split confirmed already?&nbsp;","listText":"Amzn stock split confirmed already?&nbsp;","text":"Amzn stock split confirmed already?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050312784","repostId":"1150961641","repostType":2,"repost":{"id":"1150961641","pubTimestamp":1654130914,"share":"https://www.laohu8.com/m/news/1150961641?lang=&edition=full","pubTime":"2022-06-02 08:48","market":"us","language":"en","title":"How Are the GameStop and Amazon Stock Splits Different?","url":"https://stock-news.laohu8.com/highlight/detail?id=1150961641","media":"InvestorPlace","summary":"Tomorrow, GME shareholders will vote on a proposal to increase the share count of GameStop(NYSE:GME)","content":"<html><head></head><body><ul><li>Tomorrow, GME shareholders will vote on a proposal to increase the share count of <b>GameStop</b>(NYSE:<b><u>GME</u></b>) as the company prepares for a potential stock split.</li><li>A day after the vote, <b>Amazon</b>(NASDAQ:<b><u>AMZN</u></b>) will enact its own stock split.</li><li>Although occurring close together, the GME vote and AMZN stock split are distinctly different events.</li></ul><p>Investors are experiencing another exciting week. Tomorrow, GameStop shareholders will vote on some important proposals that may mean a GME stock split in the near future. Amazon will also enact its own stock split one day later. For investors, the AMZN stock split means an opportunity to purchase shares of the tech behemoth at a lower price tag.</p><p>Both of these news items are important. But investors need to know that they are two distinctly different events with different implications.</p><p>Let’s take a closer look at this week’s stock split news.</p><p><b>AMZN Stock Split vs. GME Stock Split News</b></p><p>Amazon and GameStop are two out of seven notable companies planning to split their stocks in the coming months. The list also includes some of the tech sector’s biggest names, such as <b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) and <b>Shopify</b>(NYSE:<b><u>SHOP</u></b>).</p><p>These companies experienced significant growth in the 2021 bull market. They have also realized that splitting their stocks will make them more accessible to retail investors moving forward. For aspiring investors, the AMZN stock split represents a unique buying opportunity in particular.</p><p>Shareholders have already voted on and approved the AMZN stock split. The 20-for-1 split means that every one share of AMZN will be divided into 20 shares. So, investors will own more shares after the split, but the value of their holdings will remain unchanged. However, the split will likely trigger a trading frenzy as more investors scramble to buy in at the lower share price.</p><p>On the other hand, the upcoming GameStop vote is still in its proposal stage. Tomorrow is not an actual split of the stock, but a shareholder meeting where investors will vote on whether to allow for an authorized share count increase. According to GameStop’s2022 Proxy Statement, the increase will allow the company “to implement a stock split of our</p><p>common stock […] and provide flexibility for future corporate needs.”</p><p>While not definite, there is no reason to believe shareholders will shoot down this proposal. After all, investors know that when Tesla enacted a split in August 2020, its stock value more than doubled the following year. Some experts see the potential split as Chairman Ryan Cohenaligning the needs of both investors and management.</p><p><b>What to Expect</b></p><p>Investors can likely expect this GameStop proposal to pass, in part because a potential GME stock split could mean future gains. Back in 2021, GME caught Wall Street’s attention due to its committed investor base. It’s highly unlikely the meme stock crowd will abandon shares; groups like <b>Reddit’s</b>r/WallStreetBets have triggered trading frenzies before and they can do it again. If investors vote in favor of the proposal and the company later enacts a split, it won’t take long for shares to climb.</p><p>AMZN stock is rising today as anticipation mounts for its split. Meanwhile, GME stock is down as it battles broader market forces like high short interest and a looming earnings report.</p><p>This week’s events are different, but they are both positive growth catalysts. The AMZN stock split is poised to rock markets on Friday. GME stock may soon do the same if its proposal passes tomorrow.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How Are the GameStop and Amazon Stock Splits Different?</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\">\nHow Are the GameStop and Amazon Stock Splits Different?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-02 08:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/06/how-are-the-gamestop-and-amazon-stock-splits-different/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tomorrow, GME shareholders will vote on a proposal to increase the share count of GameStop(NYSE:GME) as the company prepares for a potential stock split.A day after the vote, Amazon(NASDAQ:AMZN) will ...</p>\n\n<a href=\"https://investorplace.com/2022/06/how-are-the-gamestop-and-amazon-stock-splits-different/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","GME":"游戏驿站"},"source_url":"https://investorplace.com/2022/06/how-are-the-gamestop-and-amazon-stock-splits-different/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150961641","content_text":"Tomorrow, GME shareholders will vote on a proposal to increase the share count of GameStop(NYSE:GME) as the company prepares for a potential stock split.A day after the vote, Amazon(NASDAQ:AMZN) will enact its own stock split.Although occurring close together, the GME vote and AMZN stock split are distinctly different events.Investors are experiencing another exciting week. Tomorrow, GameStop shareholders will vote on some important proposals that may mean a GME stock split in the near future. Amazon will also enact its own stock split one day later. For investors, the AMZN stock split means an opportunity to purchase shares of the tech behemoth at a lower price tag.Both of these news items are important. But investors need to know that they are two distinctly different events with different implications.Let’s take a closer look at this week’s stock split news.AMZN Stock Split vs. GME Stock Split NewsAmazon and GameStop are two out of seven notable companies planning to split their stocks in the coming months. The list also includes some of the tech sector’s biggest names, such as Tesla(NASDAQ:TSLA) and Shopify(NYSE:SHOP).These companies experienced significant growth in the 2021 bull market. They have also realized that splitting their stocks will make them more accessible to retail investors moving forward. For aspiring investors, the AMZN stock split represents a unique buying opportunity in particular.Shareholders have already voted on and approved the AMZN stock split. The 20-for-1 split means that every one share of AMZN will be divided into 20 shares. So, investors will own more shares after the split, but the value of their holdings will remain unchanged. However, the split will likely trigger a trading frenzy as more investors scramble to buy in at the lower share price.On the other hand, the upcoming GameStop vote is still in its proposal stage. Tomorrow is not an actual split of the stock, but a shareholder meeting where investors will vote on whether to allow for an authorized share count increase. According to GameStop’s2022 Proxy Statement, the increase will allow the company “to implement a stock split of ourcommon stock […] and provide flexibility for future corporate needs.”While not definite, there is no reason to believe shareholders will shoot down this proposal. After all, investors know that when Tesla enacted a split in August 2020, its stock value more than doubled the following year. Some experts see the potential split as Chairman Ryan Cohenaligning the needs of both investors and management.What to ExpectInvestors can likely expect this GameStop proposal to pass, in part because a potential GME stock split could mean future gains. Back in 2021, GME caught Wall Street’s attention due to its committed investor base. It’s highly unlikely the meme stock crowd will abandon shares; groups like Reddit’sr/WallStreetBets have triggered trading frenzies before and they can do it again. If investors vote in favor of the proposal and the company later enacts a split, it won’t take long for shares to climb.AMZN stock is rising today as anticipation mounts for its split. Meanwhile, GME stock is down as it battles broader market forces like high short interest and a looming earnings report.This week’s events are different, but they are both positive growth catalysts. The AMZN stock split is poised to rock markets on Friday. GME stock may soon do the same if its proposal passes tomorrow.","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027683460,"gmtCreate":1654036828350,"gmtModify":1676535380290,"author":{"id":"3581484544078459","authorId":"3581484544078459","name":"DaveWLF","avatar":"https://static.tigerbbs.com/ab3019f262c5904b094ef2497a87a00d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Are we sure? Dead cat bounce","listText":"Are we sure? Dead cat bounce","text":"Are we sure? Dead cat bounce","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027683460","repostId":"2239728861","repostType":4,"repost":{"id":"2239728861","pubTimestamp":1654007908,"share":"https://www.laohu8.com/m/news/2239728861?lang=&edition=full","pubTime":"2022-05-31 22:38","market":"us","language":"en","title":"Grab Surged 13.69% as Upgraded to Outperform","url":"https://stock-news.laohu8.com/highlight/detail?id=2239728861","media":"seekingalpha","summary":"Grab Holdings (NASDAQ:GRAB) shares surged 13.69% in Tuesday morning trading after Bernstein analyst ","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/489b2d62b9e839d534d4b2126a8c2727\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><a href=\"https://laohu8.com/S/GRAB\">Grab Holdings</a> (NASDAQ:GRAB) shares surged 13.69% in Tuesday morning trading after Bernstein analyst Venugopal Garre upgraded the stock to Outperform from Market Perform on improving momentum in its ride-hailing segment.</p><p><img src=\"https://static.tigerbbs.com/6f6c4e64fdb17d86336fb0ca3030f51f\" tg-width=\"830\" tg-height=\"840\" width=\"100%\" height=\"auto\"/></p><p>The expected rebound in ride-hailing should help to offset a moderation in food delivery. The upgrade also reflects potential long-term value from fintech and grocery segments, he said.</p><p>&#34;Ride-hailing will benefit from the reopening, and the scale-up can be non-linear as demand for mobility normalizes and costs reduce with an increase in driver supply,&#34; Garre wrote in a note to clients. &#34;Near term, while driver supply and fuel challenges remain, we see this reflected in valuations. We expect a 35% CAGR in bookings (CY&#39;21-&#39;24), with margins bottoming in 1H22.&#34;</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>Grab Surged 13.69% as Upgraded to Outperform</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\">\nGrab Surged 13.69% as Upgraded to Outperform\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-31 22:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3843893-grab-holdings-upgraded-to-outperform-as-ride-hailing-set-to-rebound><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Grab Holdings (NASDAQ:GRAB) shares surged 13.69% in Tuesday morning trading after Bernstein analyst Venugopal Garre upgraded the stock to Outperform from Market Perform on improving momentum in its ...</p>\n\n<a href=\"https://seekingalpha.com/news/3843893-grab-holdings-upgraded-to-outperform-as-ride-hailing-set-to-rebound\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"https://seekingalpha.com/news/3843893-grab-holdings-upgraded-to-outperform-as-ride-hailing-set-to-rebound","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2239728861","content_text":"Grab Holdings (NASDAQ:GRAB) shares surged 13.69% in Tuesday morning trading after Bernstein analyst Venugopal Garre upgraded the stock to Outperform from Market Perform on improving momentum in its ride-hailing segment.The expected rebound in ride-hailing should help to offset a moderation in food delivery. The upgrade also reflects potential long-term value from fintech and grocery segments, he said.\"Ride-hailing will benefit from the reopening, and the scale-up can be non-linear as demand for mobility normalizes and costs reduce with an increase in driver supply,\" Garre wrote in a note to clients. \"Near term, while driver supply and fuel challenges remain, we see this reflected in valuations. We expect a 35% CAGR in bookings (CY'21-'24), with margins bottoming in 1H22.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9084293401,"gmtCreate":1650866084070,"gmtModify":1676534806114,"author":{"id":"3581484544078459","authorId":"3581484544078459","name":"DaveWLF","avatar":"https://static.tigerbbs.com/ab3019f262c5904b094ef2497a87a00d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"I dont have netflix but i own Disney shares. What i like about Disney is that it is able to create a everlasting loop for both kids and adults in their theme parks, movies and merchandise.&nbsp;Something along the line of Macdonalds. My parents brought me to have Macdonalds, now i am bringing my kids. The cycle dont stop.&nbsp;","listText":"I dont have netflix but i own Disney shares. What i like about Disney is that it is able to create a everlasting loop for both kids and adults in their theme parks, movies and merchandise.&nbsp;Something along the line of Macdonalds. My parents brought me to have Macdonalds, now i am bringing my kids. The cycle dont stop.&nbsp;","text":"I dont have netflix but i own Disney shares. What i like about Disney is that it is able to create a everlasting loop for both kids and adults in their theme parks, movies and merchandise. Something along the line of Macdonalds. My parents brought me to have Macdonalds, now i am bringing my kids. The cycle dont stop.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":43,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084293401","repostId":"2230409190","repostType":2,"repost":{"id":"2230409190","pubTimestamp":1650858705,"share":"https://www.laohu8.com/m/news/2230409190?lang=&edition=full","pubTime":"2022-04-25 11:51","market":"us","language":"en","title":"The Netflix Growth Problem","url":"https://stock-news.laohu8.com/highlight/detail?id=2230409190","media":"Motley Fool","summary":"The streaming giant should have begun thinking differently about growth years ago.","content":"<html><head></head><body><p>Most of the attention on <a href=\"https://laohu8.com/S/NFLX\">Netflix&#39;s</a> earnings report has focused on the fact that the streaming leader lost subscribers for the first time in over a decade. The company&#39;s total membership number contracted by 200,000 in the period, and in the current quarter, management expects a net reduction of 2 million more.</p><p>These results are in stark contrast to the pattern of tremendous growth that Netflix has achieved over more than two decades. But with the company reaching a degree of market saturation at 222 million subscribers, it&#39;s worth asking how it could grow over the long term from here.</p><p>The answer is... Netflix may have a problem.</p><p><img src=\"https://static.tigerbbs.com/18abbdafa051d20e94c678e0bb8048ef\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/>Image source: Getty Images.</p><h2>How Netflix makes money</h2><p>The Netflix business model is simple. It charges monthly subscription fees to users, with tiers based on how many simultaneous streams users want their households to be able to access. There&#39;s no need to decide between a cheaper tier with ads and a more expensive one without them -- there just are no ads. It doesn&#39;t operate any theme parks, and has only minimal box office releases. Total subscriptions and the prices per subscription are the only two meaningful levers of the business.</p><p>This model has been incredibly successful for years, but it may have limits. Once Netflix reaches market saturation -- and it may be nearing that point now -- its only growth lever will be subscription prices. That, too, will have limits because consumers tend to be price sensitive, especially when they have numerous options, as they already do in streaming.</p><p>If Netflix wants to keep growing revenues and earnings substantially from here, its business model may need to change.</p><h2>Netflix simplicity versus Disney&#39;s waterfall</h2><p>Simplicity may have been Netflix&#39;s calling card for the last two decades, but complexity in a content business is actually how media giants make a lot of their money. Contrast Netflix&#39;s simplicity with <b>Disney&#39;s</b> ( DIS -2.79% ) business complexity. Here are just a few tools Disney has in its business toolkit that Netflix doesn&#39;t currently have.</p><ul><li><b>Advertising:</b> Will Netflix look to find new ways to monetize content, including advertising tiers?</li><li><b>Theme parks and toys:</b> Disney has an enormous theme park and merchandising business that it uses to monetize its popular intellectual properties. Netflix could try to expand into these areas, but content could be a challenge.</li><li><b>Franchises:</b> If Netflix wants to expand into theme parks, toys, games, and other areas, will it be willing to start building more of its series into long-running franchises rather than canceling hits after just a few seasons?</li><li><b>Gaming:</b> Will gaming be a significant growth driver, and can it be an incremental revenue driver? Today, Netflix is viewed on other providers&#39; platforms, making gaming a more difficult launch for it than it would be for a console or streaming hardware provider. But it has launched a handful of mobile games.</li><li><b>Sports:</b> Can Netflix expand into sports? It would make its service stickier and could allow it to boost revenue per user if done well, but Netflix hasn&#39;t shown any interest in sports thus far.</li></ul><p>There are growth options for Netflix, but none of them seem like simple or natural moves. And therein lies the core problem.</p><h2>Competitors are here to stay</h2><p>Netflix had the streaming video business largely to itself for about a decade, but now, the big media companies are bringing their A games to it. Disney+ has an exploding user base and a content vault that stretches back for decades, while <b><a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a></b> ( WBD -4.10% ) has its own prestige content and a large library of niche shows. Then there are <a href=\"https://laohu8.com/S/AAPL\">Apple&#39;s</a> Apple TV+, <b>Comcast</b>&#39;s (NASDAQ: CMCSA) Peacock, and <b><a href=\"https://laohu8.com/S/PARA\">Paramount Global</a></b>&#39;s (NASDAQ: PARA) Paramount+. All of these companies are giants with plans to throw billions of dollars at the task of drawing in streaming video viewers. And that doesn&#39;t even consider <b>Alphabet</b>&#39;s (NASDAQ: GOOG) YouTubeTV or <a href=\"https://laohu8.com/S/AMZN\">Amazon&#39;s</a> Prime Video offering.</p><p>I&#39;m afraid that Netflix is now facing a growth problem with deep roots that reach back to when it single-handedly dominated streaming. The company chose at the time not to get into theme parks or sports or gaming, and now those options will be even harder for it to pursue. And investors seem to be realizing that this growth problem is bigger than it previously appeared.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Netflix Growth Problem</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 Netflix Growth Problem\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-25 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/24/the-netflix-growth-problem/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Most of the attention on Netflix's earnings report has focused on the fact that the streaming leader lost subscribers for the first time in over a decade. The company's total membership number ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/24/the-netflix-growth-problem/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","NFLX":"奈飞","QNETCN":"纳斯达克中美互联网老虎指数","BK4532":"文艺复兴科技持仓","BK4566":"资本集团","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4108":"电影和娱乐","BK4507":"流媒体概念"},"source_url":"https://www.fool.com/investing/2022/04/24/the-netflix-growth-problem/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2230409190","content_text":"Most of the attention on Netflix's earnings report has focused on the fact that the streaming leader lost subscribers for the first time in over a decade. The company's total membership number contracted by 200,000 in the period, and in the current quarter, management expects a net reduction of 2 million more.These results are in stark contrast to the pattern of tremendous growth that Netflix has achieved over more than two decades. But with the company reaching a degree of market saturation at 222 million subscribers, it's worth asking how it could grow over the long term from here.The answer is... Netflix may have a problem.Image source: Getty Images.How Netflix makes moneyThe Netflix business model is simple. It charges monthly subscription fees to users, with tiers based on how many simultaneous streams users want their households to be able to access. There's no need to decide between a cheaper tier with ads and a more expensive one without them -- there just are no ads. It doesn't operate any theme parks, and has only minimal box office releases. Total subscriptions and the prices per subscription are the only two meaningful levers of the business.This model has been incredibly successful for years, but it may have limits. Once Netflix reaches market saturation -- and it may be nearing that point now -- its only growth lever will be subscription prices. That, too, will have limits because consumers tend to be price sensitive, especially when they have numerous options, as they already do in streaming.If Netflix wants to keep growing revenues and earnings substantially from here, its business model may need to change.Netflix simplicity versus Disney's waterfallSimplicity may have been Netflix's calling card for the last two decades, but complexity in a content business is actually how media giants make a lot of their money. Contrast Netflix's simplicity with Disney's ( DIS -2.79% ) business complexity. Here are just a few tools Disney has in its business toolkit that Netflix doesn't currently have.Advertising: Will Netflix look to find new ways to monetize content, including advertising tiers?Theme parks and toys: Disney has an enormous theme park and merchandising business that it uses to monetize its popular intellectual properties. Netflix could try to expand into these areas, but content could be a challenge.Franchises: If Netflix wants to expand into theme parks, toys, games, and other areas, will it be willing to start building more of its series into long-running franchises rather than canceling hits after just a few seasons?Gaming: Will gaming be a significant growth driver, and can it be an incremental revenue driver? Today, Netflix is viewed on other providers' platforms, making gaming a more difficult launch for it than it would be for a console or streaming hardware provider. But it has launched a handful of mobile games.Sports: Can Netflix expand into sports? It would make its service stickier and could allow it to boost revenue per user if done well, but Netflix hasn't shown any interest in sports thus far.There are growth options for Netflix, but none of them seem like simple or natural moves. And therein lies the core problem.Competitors are here to stayNetflix had the streaming video business largely to itself for about a decade, but now, the big media companies are bringing their A games to it. Disney+ has an exploding user base and a content vault that stretches back for decades, while Warner Bros. Discovery ( WBD -4.10% ) has its own prestige content and a large library of niche shows. Then there are Apple's Apple TV+, Comcast's (NASDAQ: CMCSA) Peacock, and Paramount Global's (NASDAQ: PARA) Paramount+. All of these companies are giants with plans to throw billions of dollars at the task of drawing in streaming video viewers. And that doesn't even consider Alphabet's (NASDAQ: GOOG) YouTubeTV or Amazon's Prime Video offering.I'm afraid that Netflix is now facing a growth problem with deep roots that reach back to when it single-handedly dominated streaming. The company chose at the time not to get into theme parks or sports or gaming, and now those options will be even harder for it to pursue. And investors seem to be realizing that this growth problem is bigger than it previously appeared.","news_type":1},"isVote":1,"tweetType":1,"viewCount":898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007931285,"gmtCreate":1642731466190,"gmtModify":1676533741477,"author":{"id":"3581484544078459","authorId":"3581484544078459","name":"DaveWLF","avatar":"https://static.tigerbbs.com/ab3019f262c5904b094ef2497a87a00d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Wow! Singtel is going into banks now? Interesting.","listText":"Wow! Singtel is going into banks now? Interesting.","text":"Wow! Singtel is going into banks now? Interesting.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007931285","repostId":"1137884935","repostType":2,"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042156019,"gmtCreate":1656458264831,"gmtModify":1676535830859,"author":{"id":"3581484544078459","authorId":"3581484544078459","name":"DaveWLF","avatar":"https://static.tigerbbs.com/ab3019f262c5904b094ef2497a87a00d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"After many days of rally, time to go down again.&nbsp;","listText":"After many days of rally, time to go down again.&nbsp;","text":"After many days of rally, time to go down again.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042156019","repostId":"2247397037","repostType":4,"repost":{"id":"2247397037","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":1656456270,"share":"https://www.laohu8.com/m/news/2247397037?lang=&edition=full","pubTime":"2022-06-29 06:44","market":"us","language":"en","title":"Wall Street Tumbles After Weak U.S. Confidence Data; Oil Gains","url":"https://stock-news.laohu8.com/highlight/detail?id=2247397037","media":"Reuters","summary":"* U.S. consumer expectations sink to a near-decade low* Nike slips on downbeat quarterly revenue for","content":"<html><head></head><body><p>* U.S. consumer expectations sink to a near-decade low</p><p>* Nike slips on downbeat quarterly revenue forecast</p><p>* Indexes down: Dow 1.56%, S&amp;P 2.01%, Nasdaq 2.98%</p><p>NEW YORK, June 28 (Reuters) - Wall Street closed sharply lower in a broad sell-off on Tuesday as dire consumer confidence data dampened investor optimism and fueled worries over recession and the looming earnings season.</p><p>The S&amp;P and the Nasdaq fell about 2% and 3% respectively, with Apple Inc, Microsoft Corp and Amazon.com weighing the heaviest. The blue-chip Dow shed about 1.6%.</p><p>&#34;Markets were fine today until the consumer confidence number came out,&#34; said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. &#34;It was weak and markets immediately began selling off.&#34;</p><p>With the end of the month and the second quarter two days away, the benchmark S&amp;P 500 is on track for its biggest first-half percentage drop since 1970.</p><p>All three indexes are on course to notch two straight quarterly declines for the first time since 2015.</p><p>&#34;At some point this aggressive selling is going to dissipate but it doesn&#39;t seem like it&#39;s going to be anytime soon,&#34; said Tim Ghriskey, senior portfolio strategist Ingalls &amp; Snyder in New York.</p><p>Data released on Tuesday morning showed the Conference Board&#39;s consumer confidence index dropping to the lowest it has been since February 2021, with near-term expectations reaching its most pessimistic level in nearly a decade.</p><p>The growing gap between the Conference Board&#39;s &#34;current situation&#34; and &#34;expectations&#34; components have widened to levels that often precede recession:</p><p>The Dow Jones Industrial Average fell 491.27 points, or 1.56%, to 30,946.99, the S&amp;P 500 lost 78.56 points, or 2.01%, to 3,821.55 and the Nasdaq Composite dropped 343.01 points, or 2.98%, to 11,181.54.</p><p>Ten of the 11 major sectors in the S&amp;P 500 ended the session in negative territory, with consumer discretionary suffering the largest percentage loss. Energy was the sole gainer, benefiting from rising crude prices   .</p><p>With few market catalysts and market participants gearing up for the July Fourth holiday weekend, the day&#39;s sell-off cannot be blamed entirely on the Consumer Confidence report, said Tom Hainlin, national investment strategist at U.S. Bank Wealth Management in Minneapolis, Minnesota.</p><p>&#34;It’s hard to attribute (market volatility) to one economic data point with so much noise around portfolio rebalancing at quarter-end,&#34; Hainlin said.</p><p>&#34;There’s not a lot of new information out there and yet you see this volatile stock environment,&#34; he said, adding that there will not be much new information until companies start earnings.</p><p>With several weeks to go until second-quarter reporting commences, 130 S&amp;P 500 companies have pre-announced. Of those, 45 have been positive and 77 have been negative, resulting in a negative/positive ratio of 1.7 stronger than the first quarter but weaker than a year ago, according to Refinitiv data.</p><p>Nike Inc slid 7.0% following its lower than expected revenue forecast.</p><p>Shares of Occidental Petroleum Corp advanced 4.8% after Warren Buffett&#39;s Berkshire Hathaway Inc    raised its stake in the company.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.28-to-1 ratio; on Nasdaq, a 2.70-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted one new 52-week high and 29 new lows; the Nasdaq Composite recorded 29 new highs and 131 new lows.</p><p>Volume on U.S. exchanges was 11.54 billion shares, compared with the 12.99 billion average over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Tumbles After Weak U.S. Confidence Data; Oil Gains</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Tumbles After Weak U.S. Confidence Data; Oil Gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-06-29 06:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* U.S. consumer expectations sink to a near-decade low</p><p>* Nike slips on downbeat quarterly revenue forecast</p><p>* Indexes down: Dow 1.56%, S&amp;P 2.01%, Nasdaq 2.98%</p><p>NEW YORK, June 28 (Reuters) - Wall Street closed sharply lower in a broad sell-off on Tuesday as dire consumer confidence data dampened investor optimism and fueled worries over recession and the looming earnings season.</p><p>The S&amp;P and the Nasdaq fell about 2% and 3% respectively, with Apple Inc, Microsoft Corp and Amazon.com weighing the heaviest. The blue-chip Dow shed about 1.6%.</p><p>&#34;Markets were fine today until the consumer confidence number came out,&#34; said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. &#34;It was weak and markets immediately began selling off.&#34;</p><p>With the end of the month and the second quarter two days away, the benchmark S&amp;P 500 is on track for its biggest first-half percentage drop since 1970.</p><p>All three indexes are on course to notch two straight quarterly declines for the first time since 2015.</p><p>&#34;At some point this aggressive selling is going to dissipate but it doesn&#39;t seem like it&#39;s going to be anytime soon,&#34; said Tim Ghriskey, senior portfolio strategist Ingalls &amp; Snyder in New York.</p><p>Data released on Tuesday morning showed the Conference Board&#39;s consumer confidence index dropping to the lowest it has been since February 2021, with near-term expectations reaching its most pessimistic level in nearly a decade.</p><p>The growing gap between the Conference Board&#39;s &#34;current situation&#34; and &#34;expectations&#34; components have widened to levels that often precede recession:</p><p>The Dow Jones Industrial Average fell 491.27 points, or 1.56%, to 30,946.99, the S&amp;P 500 lost 78.56 points, or 2.01%, to 3,821.55 and the Nasdaq Composite dropped 343.01 points, or 2.98%, to 11,181.54.</p><p>Ten of the 11 major sectors in the S&amp;P 500 ended the session in negative territory, with consumer discretionary suffering the largest percentage loss. Energy was the sole gainer, benefiting from rising crude prices   .</p><p>With few market catalysts and market participants gearing up for the July Fourth holiday weekend, the day&#39;s sell-off cannot be blamed entirely on the Consumer Confidence report, said Tom Hainlin, national investment strategist at U.S. Bank Wealth Management in Minneapolis, Minnesota.</p><p>&#34;It’s hard to attribute (market volatility) to one economic data point with so much noise around portfolio rebalancing at quarter-end,&#34; Hainlin said.</p><p>&#34;There’s not a lot of new information out there and yet you see this volatile stock environment,&#34; he said, adding that there will not be much new information until companies start earnings.</p><p>With several weeks to go until second-quarter reporting commences, 130 S&amp;P 500 companies have pre-announced. Of those, 45 have been positive and 77 have been negative, resulting in a negative/positive ratio of 1.7 stronger than the first quarter but weaker than a year ago, according to Refinitiv data.</p><p>Nike Inc slid 7.0% following its lower than expected revenue forecast.</p><p>Shares of Occidental Petroleum Corp advanced 4.8% after Warren Buffett&#39;s Berkshire Hathaway Inc    raised its stake in the company.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.28-to-1 ratio; on Nasdaq, a 2.70-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted one new 52-week high and 29 new lows; the Nasdaq Composite recorded 29 new highs and 131 new lows.</p><p>Volume on U.S. exchanges was 11.54 billion shares, compared with the 12.99 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4176":"多领域控股","LABP":"Landos Biopharma, Inc.","UDOW":"道指三倍做多ETF-ProShares","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4507":"流媒体概念","DJX":"1/100道琼斯","BK4139":"生物科技","BK4533":"AQR资本管理(全球第二大对冲基金)","SANA":"Sana Biotechnology, Inc.","BK4146":"鞋类","BK4007":"制药","BK4566":"资本集团","BK4196":"保健护理服务","NKE":"耐克","BRK.A":"伯克希尔","BK4524":"宅经济概念","BK4535":"淡马锡持仓","DDM":"道指两倍做多ETF","TQQQ":"纳指三倍做多ETF","BK4538":"云计算","BK4579":"人工智能","OXY":"西方石油","BK4574":"无人驾驶","BK4122":"互联网与直销零售","CGEM":"Cullinan Therapeutics","PSQ":"纳指反向ETF","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4561":"索罗斯持仓","LHDX":"Lucira Health, Inc.","QLD":"纳指两倍做多ETF",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247397037","content_text":"* U.S. consumer expectations sink to a near-decade low* Nike slips on downbeat quarterly revenue forecast* Indexes down: Dow 1.56%, S&P 2.01%, Nasdaq 2.98%NEW YORK, June 28 (Reuters) - Wall Street closed sharply lower in a broad sell-off on Tuesday as dire consumer confidence data dampened investor optimism and fueled worries over recession and the looming earnings season.The S&P and the Nasdaq fell about 2% and 3% respectively, with Apple Inc, Microsoft Corp and Amazon.com weighing the heaviest. The blue-chip Dow shed about 1.6%.\"Markets were fine today until the consumer confidence number came out,\" said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. \"It was weak and markets immediately began selling off.\"With the end of the month and the second quarter two days away, the benchmark S&P 500 is on track for its biggest first-half percentage drop since 1970.All three indexes are on course to notch two straight quarterly declines for the first time since 2015.\"At some point this aggressive selling is going to dissipate but it doesn't seem like it's going to be anytime soon,\" said Tim Ghriskey, senior portfolio strategist Ingalls & Snyder in New York.Data released on Tuesday morning showed the Conference Board's consumer confidence index dropping to the lowest it has been since February 2021, with near-term expectations reaching its most pessimistic level in nearly a decade.The growing gap between the Conference Board's \"current situation\" and \"expectations\" components have widened to levels that often precede recession:The Dow Jones Industrial Average fell 491.27 points, or 1.56%, to 30,946.99, the S&P 500 lost 78.56 points, or 2.01%, to 3,821.55 and the Nasdaq Composite dropped 343.01 points, or 2.98%, to 11,181.54.Ten of the 11 major sectors in the S&P 500 ended the session in negative territory, with consumer discretionary suffering the largest percentage loss. Energy was the sole gainer, benefiting from rising crude prices   .With few market catalysts and market participants gearing up for the July Fourth holiday weekend, the day's sell-off cannot be blamed entirely on the Consumer Confidence report, said Tom Hainlin, national investment strategist at U.S. Bank Wealth Management in Minneapolis, Minnesota.\"It’s hard to attribute (market volatility) to one economic data point with so much noise around portfolio rebalancing at quarter-end,\" Hainlin said.\"There’s not a lot of new information out there and yet you see this volatile stock environment,\" he said, adding that there will not be much new information until companies start earnings.With several weeks to go until second-quarter reporting commences, 130 S&P 500 companies have pre-announced. Of those, 45 have been positive and 77 have been negative, resulting in a negative/positive ratio of 1.7 stronger than the first quarter but weaker than a year ago, according to Refinitiv data.Nike Inc slid 7.0% following its lower than expected revenue forecast.Shares of Occidental Petroleum Corp advanced 4.8% after Warren Buffett's Berkshire Hathaway Inc    raised its stake in the company.Declining issues outnumbered advancing ones on the NYSE by a 2.28-to-1 ratio; on Nasdaq, a 2.70-to-1 ratio favored decliners.The S&P 500 posted one new 52-week high and 29 new lows; the Nasdaq Composite recorded 29 new highs and 131 new lows.Volume on U.S. exchanges was 11.54 billion shares, compared with the 12.99 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9054708992,"gmtCreate":1655426000016,"gmtModify":1676535636027,"author":{"id":"3581484544078459","authorId":"3581484544078459","name":"DaveWLF","avatar":"https://static.tigerbbs.com/ab3019f262c5904b094ef2497a87a00d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Looking at buy some reits. Any recommendations anyone?&nbsp;","listText":"Looking at buy some reits. Any recommendations anyone?&nbsp;","text":"Looking at buy some reits. Any recommendations anyone?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054708992","repostId":"1184789256","repostType":2,"repost":{"id":"1184789256","pubTimestamp":1655424281,"share":"https://www.laohu8.com/m/news/1184789256?lang=&edition=full","pubTime":"2022-06-17 08:04","market":"sg","language":"en","title":"Singapore Stock Market Expected To Extend Losing Streak","url":"https://stock-news.laohu8.com/highlight/detail?id=1184789256","media":"RTTNews","summary":"The Singapore stock market has finished lower in seven straight sessions, sinking more than 135 poin","content":"<html><head></head><body><p>The Singapore stock market has finished lower in seven straight sessions, sinking more than 135 points or 4.4 percent along the way. The Straits Times Index now rests just beneath the 3,100-point plateau and it&#39;s predicted to open in the red again on Friday.</p><p>The global forecast for the Asian markets suggests further consolidation on worldwide recession fears. The European and U.S. markets finished with deep losses and the Asian bourse are also tipped to open in the red.</p><p>The STI finished slightly lower on Thursday following mixed performances from the financial shares, property stocks and industrial issues.</p><p>For the day, the index slipped 8.42 points or 0.27 percent to finish at 3,097.43 after trading between 3,094.57 and 3,150.11. Volume was 1.74 billion shares worth 1.37 billion Singapore dollars. There were 314 decliners and 202 gainers.</p><p>Among the actives, Ascendas REIT shed 0.36 percent, while CapitaLand Investment added 0.28 percent, City Developments improved 0.37 percent, Comfort DelGro tumbled 1.43 percent, DBS Group eased 0.10 percent, Genting Singapore skidded 0.67 percent, Hongkong Land slumped 1.05 percent, Keppel Corp tanked 1.95 percent, Mapletree Commercial Trust advanced 0.56 percent, Mapletree Industrial Trust gained 0.41 percent, Oversea-Chinese Banking Corporation rose 0.17 percent, SATS and Wilmar International both lost 0.25 percent, SembCorp Industries retreated 1.07 percent, Singapore Exchange plunged 2.47 percent, Singapore Technologies Engineering stumbled 1.26 percent, SingTel declined 1.20 percent, Thai Beverage surged 1.56 percent, United Overseas Bank collected 0.11 percent, Yangzijiang Financial plummeted 4.17 percent, Yangzijiang Shipbuilding spiked 1.55 percent and CapitaLand Integrated Commercial Trust and Mapletree Logistics Trust were unchanged.</p><p>The lead from Wall Street is broadly negative as the major averages opened sharply lower on Thursday and remained deep in the red throughout the day, finishing near session lows.</p><p>The Dow plummeted 741.46 points or 2.42 percent to finish at 29,927.07, while the NASDAQ plunged 453.06 points or 4.08 percent to close at 10,646.10 and the S&amp;P 500 dropped 123.22 points or 3.25 percent to end at 3,666.77.</p><p>The sell-off on Wall Street reflected concerns aggressive monetary policy action by central banks around the world may trigger a global recession.</p><p>Following the Federal Reserve&#39;s widely expected 75 basis point interest rate hike on Wednesday, central banks in Switzerland, England and Taiwan, among others, also decided to hike rates.</p><p>In economic news, the Labor Department noted a modest decrease in first-time claims for U.S. jobless benefits last week. Also, the Commerce Department said new residential construction in the U.S. plunged more than expected May.</p><p>Oil futures settled higher on Thursday after prices rebounded as tight supply levels outweighed concerns about the outlook for energy demand. West Texas Intermediate Crude oil futures for July ended higher by $2.27 or 2 percent at $117.58 a barrel.</p><p>Closer to home, Singapore will provide May numbers for non-oil domestic exports, which are expected to rise 1.4 percent on month and 7.6 percent on year after sinking 3.3 percent on month and gaining 6.4 percent on year in April. The trade surplus in April was SGD4.280 billion.</p></body></html>","source":"lsy1626938412129","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>Singapore Stock Market Expected To Extend Losing Streak</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\">\nSingapore Stock Market Expected To Extend Losing Streak\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-17 08:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3291230/singapore-stock-market-expected-to-extend-losing-streak.aspx?type=acom><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market has finished lower in seven straight sessions, sinking more than 135 points or 4.4 percent along the way. The Straits Times Index now rests just beneath the 3,100-point ...</p>\n\n<a href=\"https://www.rttnews.com/3291230/singapore-stock-market-expected-to-extend-losing-streak.aspx?type=acom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3291230/singapore-stock-market-expected-to-extend-losing-streak.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184789256","content_text":"The Singapore stock market has finished lower in seven straight sessions, sinking more than 135 points or 4.4 percent along the way. The Straits Times Index now rests just beneath the 3,100-point plateau and it's predicted to open in the red again on Friday.The global forecast for the Asian markets suggests further consolidation on worldwide recession fears. The European and U.S. markets finished with deep losses and the Asian bourse are also tipped to open in the red.The STI finished slightly lower on Thursday following mixed performances from the financial shares, property stocks and industrial issues.For the day, the index slipped 8.42 points or 0.27 percent to finish at 3,097.43 after trading between 3,094.57 and 3,150.11. Volume was 1.74 billion shares worth 1.37 billion Singapore dollars. There were 314 decliners and 202 gainers.Among the actives, Ascendas REIT shed 0.36 percent, while CapitaLand Investment added 0.28 percent, City Developments improved 0.37 percent, Comfort DelGro tumbled 1.43 percent, DBS Group eased 0.10 percent, Genting Singapore skidded 0.67 percent, Hongkong Land slumped 1.05 percent, Keppel Corp tanked 1.95 percent, Mapletree Commercial Trust advanced 0.56 percent, Mapletree Industrial Trust gained 0.41 percent, Oversea-Chinese Banking Corporation rose 0.17 percent, SATS and Wilmar International both lost 0.25 percent, SembCorp Industries retreated 1.07 percent, Singapore Exchange plunged 2.47 percent, Singapore Technologies Engineering stumbled 1.26 percent, SingTel declined 1.20 percent, Thai Beverage surged 1.56 percent, United Overseas Bank collected 0.11 percent, Yangzijiang Financial plummeted 4.17 percent, Yangzijiang Shipbuilding spiked 1.55 percent and CapitaLand Integrated Commercial Trust and Mapletree Logistics Trust were unchanged.The lead from Wall Street is broadly negative as the major averages opened sharply lower on Thursday and remained deep in the red throughout the day, finishing near session lows.The Dow plummeted 741.46 points or 2.42 percent to finish at 29,927.07, while the NASDAQ plunged 453.06 points or 4.08 percent to close at 10,646.10 and the S&P 500 dropped 123.22 points or 3.25 percent to end at 3,666.77.The sell-off on Wall Street reflected concerns aggressive monetary policy action by central banks around the world may trigger a global recession.Following the Federal Reserve's widely expected 75 basis point interest rate hike on Wednesday, central banks in Switzerland, England and Taiwan, among others, also decided to hike rates.In economic news, the Labor Department noted a modest decrease in first-time claims for U.S. jobless benefits last week. Also, the Commerce Department said new residential construction in the U.S. plunged more than expected May.Oil futures settled higher on Thursday after prices rebounded as tight supply levels outweighed concerns about the outlook for energy demand. West Texas Intermediate Crude oil futures for July ended higher by $2.27 or 2 percent at $117.58 a barrel.Closer to home, Singapore will provide May numbers for non-oil domestic exports, which are expected to rise 1.4 percent on month and 7.6 percent on year after sinking 3.3 percent on month and gaining 6.4 percent on year in April. The trade surplus in April was SGD4.280 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581840130059040","authorId":"3581840130059040","name":"tungleh","avatar":"https://static.itradeup.com/news/e7cd8f0c265e9dabe49dea7b97ffe6b9","crmLevel":2,"crmLevelSwitch":1},"content":"DYOD. $ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$ $PARKWAYLIFE REIT(C2PU.SI)$ etc...","text":"DYOD. $ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$ $PARKWAYLIFE REIT(C2PU.SI)$ etc...","html":"DYOD. $ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$ $PARKWAYLIFE REIT(C2PU.SI)$ etc..."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9054064954,"gmtCreate":1655333832878,"gmtModify":1676535613632,"author":{"id":"3581484544078459","authorId":"3581484544078459","name":"DaveWLF","avatar":"https://static.tigerbbs.com/ab3019f262c5904b094ef2497a87a00d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"More 0.75 instead of 0.5","listText":"More 0.75 instead of 0.5","text":"More 0.75 instead of 0.5","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054064954","repostId":"1156507730","repostType":4,"repost":{"id":"1156507730","pubTimestamp":1655322036,"share":"https://www.laohu8.com/m/news/1156507730?lang=&edition=full","pubTime":"2022-06-16 03:40","market":"us","language":"en","title":"Nasdaq, S&P 500, Dow Jones Race Higher As Fed's Powell Touts Front-Loading Hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=1156507730","media":"Seeking Alpha","summary":"Stocks are bouncing back Wednesday, rallying as Fed Chairman Jay Powell said another hike of75 basis","content":"<html><head></head><body><p>Stocks are bouncing back Wednesday, rallying as Fed Chairman Jay Powell said another hike of75 basis pointsis possible in July.</p><p>The Nasdaq (COMP.IND)+3.12%, S&amp;P 500 (SP500)+2.15%and Dow (DJI),+1.51%, are solidly higher after struggling to hold gains going into Powell&#39;spress conference.</p><p>Rates are moving back around lows. The 10-year Treasury yield is down 10 basis points to 3.38% and the 2-year is down 11 basis points to 3.33%. Both had been down more than 10 basis points before the decision.</p><p>Powell said that hikes of 75 basis points would not be &#34;common,&#34; but that the FOMC was looking at a choice between 75 and 50 in July, which would bring rates to a &#34;more normal range&#34; and give the Fed more flexibility.</p><p>Fed watchers also took notice when he said the Fed was &#34;determined&#34; to keep inflation expectations around 2%.</p><p>The ramp up in the Fed&#39;s dot plot of economic expectations may have worried equity investors. The year-end median expecation for the fed funds rate shot up to 3.4% and 3.8% in 2023.</p><p>That would require hikes of 50 basis points through the rest of the year.</p><p>Projections also have inflation coming down to 5.2% by the end of 2022.</p><p>&#34;We have never had a period where inflation has come down by more than 2% without having a recession,&#34; Guggenheim&#39;s Scott Minderd said on Bloomberg TV. &#34;So if those numbers are real and that&#39;s what&#39;s going to happen, we are destined for a recession.&#34;</p><p>Earlier, stock rose after major European indexes popped as the ECB called an emergency policy meeting where the central bank instructed staff to create a new tool to address yield fragmentation.</p><p>&#34;Not exactly a bazooka,&#34; economics lecturer Daniel McLaughlin tweeted. &#34;The ECB called an emergency meeting this AM, so explicitly acknowledging that fragmentation is already there in the EA, and said it would reinvest the PEPP flexibly (as it said it could last week) and has set up committees to come up with something else.&#34;</p><p>Before the bell the market digested weak May retail sales numbers. Sales fell 0.3%, compared with forecasts for a rise of 0.1%, while April&#39;s figure was revised down.</p><p>The retail control group, which goes into GDP calculations, was flat.</p><p>The &#34;factors that have sustained spending thus far are getting near the end of their rope, and we are increasingly concerned that goods spending will slow sharply and that will be particularly evident in retail sales which is mostly a measure of goods spending,&#34; Wells Fargo said.</p><p>Among active stocks, Netflix is the biggest S&amp;P gainer after betting a vote of confidence on ad revenue from Cowen.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nasdaq, S&P 500, Dow Jones Race Higher As Fed's Powell Touts Front-Loading Hikes</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNasdaq, S&P 500, Dow Jones Race Higher As Fed's Powell Touts Front-Loading Hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-16 03:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3848706-dow-jones-sp-500-nasdaq-stock-market-fed-ecb><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks are bouncing back Wednesday, rallying as Fed Chairman Jay Powell said another hike of75 basis pointsis possible in July.The Nasdaq (COMP.IND)+3.12%, S&P 500 (SP500)+2.15%and Dow (DJI),+1.51%, ...</p>\n\n<a href=\"https://seekingalpha.com/news/3848706-dow-jones-sp-500-nasdaq-stock-market-fed-ecb\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/news/3848706-dow-jones-sp-500-nasdaq-stock-market-fed-ecb","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156507730","content_text":"Stocks are bouncing back Wednesday, rallying as Fed Chairman Jay Powell said another hike of75 basis pointsis possible in July.The Nasdaq (COMP.IND)+3.12%, S&P 500 (SP500)+2.15%and Dow (DJI),+1.51%, are solidly higher after struggling to hold gains going into Powell'spress conference.Rates are moving back around lows. The 10-year Treasury yield is down 10 basis points to 3.38% and the 2-year is down 11 basis points to 3.33%. Both had been down more than 10 basis points before the decision.Powell said that hikes of 75 basis points would not be \"common,\" but that the FOMC was looking at a choice between 75 and 50 in July, which would bring rates to a \"more normal range\" and give the Fed more flexibility.Fed watchers also took notice when he said the Fed was \"determined\" to keep inflation expectations around 2%.The ramp up in the Fed's dot plot of economic expectations may have worried equity investors. The year-end median expecation for the fed funds rate shot up to 3.4% and 3.8% in 2023.That would require hikes of 50 basis points through the rest of the year.Projections also have inflation coming down to 5.2% by the end of 2022.\"We have never had a period where inflation has come down by more than 2% without having a recession,\" Guggenheim's Scott Minderd said on Bloomberg TV. \"So if those numbers are real and that's what's going to happen, we are destined for a recession.\"Earlier, stock rose after major European indexes popped as the ECB called an emergency policy meeting where the central bank instructed staff to create a new tool to address yield fragmentation.\"Not exactly a bazooka,\" economics lecturer Daniel McLaughlin tweeted. \"The ECB called an emergency meeting this AM, so explicitly acknowledging that fragmentation is already there in the EA, and said it would reinvest the PEPP flexibly (as it said it could last week) and has set up committees to come up with something else.\"Before the bell the market digested weak May retail sales numbers. Sales fell 0.3%, compared with forecasts for a rise of 0.1%, while April's figure was revised down.The retail control group, which goes into GDP calculations, was flat.The \"factors that have sustained spending thus far are getting near the end of their rope, and we are increasingly concerned that goods spending will slow sharply and that will be particularly evident in retail sales which is mostly a measure of goods spending,\" Wells Fargo said.Among active stocks, Netflix is the biggest S&P gainer after betting a vote of confidence on ad revenue from Cowen.","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9043434493,"gmtCreate":1655950158212,"gmtModify":1676535738797,"author":{"id":"3581484544078459","authorId":"3581484544078459","name":"DaveWLF","avatar":"https://static.tigerbbs.com/ab3019f262c5904b094ef2497a87a00d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Have not place micron in my viewing list? Isit a good stock?&nbsp;","listText":"Have not place micron in my viewing list? Isit a good stock?&nbsp;","text":"Have not place micron in my viewing list? Isit a good stock?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043434493","repostId":"2245363217","repostType":4,"repost":{"id":"2245363217","pubTimestamp":1655948837,"share":"https://www.laohu8.com/m/news/2245363217?lang=&edition=full","pubTime":"2022-06-23 09:47","market":"us","language":"en","title":"Nvidia And Micron: Recession Headwinds Are Tailwinds For AI, Buy The Beneficiaries","url":"https://stock-news.laohu8.com/highlight/detail?id=2245363217","media":"Seekingalpha","summary":"What do you think of when I mention the word recession? Rising unemployment, perhaps? Demand destruc","content":"<html><head></head><body><p>What do you think of when I mention the word recession? Rising unemployment, perhaps? Demand destruction, maybe? Even layoffs, declining profits, and negative revenue growth as you shift toward thinking about your investments? Likely nothing positive, if I had to guess. But it takes counterintuitive thinking to find the positive in a recession story, so I don&#39;t blame you. Data center and AI (artificial intelligence) names are at the center of my investment screen as the market and world stare down a US recession because of this counterintuitive thinking, however. By the end of this article, it will make a lot more sense how specific tech names will <i>benefit</i> from a recession.</p><p>Let&#39;s take a walk.</p><p>We both know the pandemic pulled in cloud spending as everyone in the world needed to work, learn, and play from home. This pressured the data centers of the world to operate at a capacity never seen before - expansion came quickly. It further fueled an already lit fuse called the digital revolution - anything and everything was being moved to the cloud. Consumers, businesses, enterprises, and governments were all making increased use of this utility, mostly out of necessity at this juncture.</p><p>Then the pandemic began unwinding, and the pull-in of the last year-and-a-half worth of spending needed to be digested. But with the unwinding of the pandemic came with it an odd tug in the other direction: Workers weren&#39;t returning to the workforce at the same rate they left it (forced out) at the start of the pandemic, at least not linearly. As a result, corporations and businesses now struggle to find workers, from convenience store clerks to highly skilled software engineers to data entry specialists to teachers to nurses. Some industries have had higher hire rates than quit rates, but the number of jobs needed remains higher than unemployed workers in many industries.</p><p>This is indeed a problem if the economy is to thrive.</p><p>And, as a quick aside, maybe it&#39;s part of the reason GDP can&#39;t keep up with inflation, putting us further in the kill zone for a recession.</p><p>Some companies are starting to work around the labor shortage, however.</p><p>This is a good time to sit before we continue walking.</p><h2>AI Has Become Necessary</h2><p>Companies in the last decade have been working toward replacing their workers. If AI and ML (machine learning) can do the same job as well or better than humans, why not put that cost in the cloud where it&#39;s scalable and repeatable. Servers are less expensive than human resources in the long run, plus silicon depreciates!</p><p>Just think of McDonald&#39;s (MCD) to start - order your meal yourself on those friendly little kiosks. It&#39;s a simple way to replace the job of a worker, and it&#39;s not a terribly complicated technological hurdle. Now, remember, this was being done years ago.</p><p>Looking at more recent and more complicated technology, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META), for example, would love to replace the massive amount of content moderators it hired over the last several years. Naturally, it would cut down substantially on human resource costs and employee benefits (read: stock-based compensation).</p><blockquote><i>And for the first couple of years working on [AI], we&#39;re still at a relatively low recall rate where our AI systems had 10%, 15% of the content that we were addressing, we were dealing with proactively. But in recent years, the AI progress has been very impressive. We&#39;re now above 90% of the content that we take an action on...</i></blockquote><blockquote>- Mark Zuckerberg, Facebook CEO, Q3 &#39;21 Earnings Call</blockquote><p>To summarize, in the early AI days, only 10%-15% of the content was able to be caught by AI for moderation. This means a lot of manual human intervention had to be called upon to moderate the massive amount of content on Meta&#39;s platforms. But today, over 90% of content moderation is being processed by AI, lessening the burden on humans to do the moderation.</p><p>The effects of these investments have allowed the company to slow content moderation jobs and further transition to machine learning and AI jobs. These highly technical jobs currently comprise just under 13% of all open positions Meta is seeking. But the volume needed for highly specialized jobs is far less than content moderation jobs, which has slowed the company&#39;s headcount growth over the last four years.</p><p><img src=\"https://static.tigerbbs.com/909795c980cb28abc4b9be891db964cd\" tg-width=\"640\" tg-height=\"332\" referrerpolicy=\"no-referrer\"/></p><p>Meta&#39;s headcount growth (Chart mine, data from Meta&#39;s Earnings Releases)</p><p>Beyond content moderation, Meta also is utilizing AI/ML for advertising to serve up better ads in general but also more relevant and better content which can lead to targeting ads to different and, more importantly, better audiences for the advertiser.</p><blockquote><i>...we are </i><i><b>investing significantly in AI</b></i><i> </i><i><b>and machine learning</b></i><i> investments to power ranking and recommendations </i><i><b>for things like Ads</b></i><i>, Reels and Feed. And so that does add to the CapEx intensity of the business. And we do think there is additional capital intensity of the business </i><i><b>as we make significant investments in AI and machine learning</b></i><i> </i><i><b>on top of just additional capacity growth</b></i><i>.</i></blockquote><blockquote>- Dave Wehner, Facebook CFO, Q1 &#39;22 Earnings Call</blockquote><p>Keep that capital intensity commentary in the back of your mind because AI&#39;s &#34;end customer&#34; isn&#39;t the only <a href=\"https://laohu8.com/S/AONE.U\">one</a> taking in the beautiful scenery on the AI train.</p><p>With that, let&#39;s keep walking - we&#39;ll need to stretch our legs to understand this next section.</p><h2>Seeing It From The Other Side</h2><p>As you know, AI and ML don&#39;t just start producing answers, data, what have you - they require infrastructure, hardware, software... accelerators to do it faster. This means it needs fast, efficient, and scalable technology to provide the foundation for AI to do its job. This is where a company like Nvidia (NASDAQ:NVDA) comes in.</p><p>Nvidia is known for its cutting-edge GPUs. In the race for the next advanced graphics or accelerator technology, Nvidia is the leader. This is undisputed as the most recent push into real-time ray-tracing was pioneered by Nvidia, with <a href=\"https://laohu8.com/S/AMD\">AMD</a> (AMD) following it up in a behind-the-leader manner. This is exemplified by AMD&#39;s adherence to the DirectX12 ray tracing API, which Nvidia developed.</p><p>Don&#39;t jump on me here just yet for putting AMD behind Nvidia in the GPU category - AMD will have its time here in a bit.</p><p>I point out Nvidia&#39;s GPUs because they have become some of the best processors for performing AI/ML workloads. Nvidia&#39;s Datacenter division is now its leading money maker in absolute dollars and growth rates. It appears it will be this way for the foreseeable future, at least on a revenue growth basis.</p><p>But the most interesting part is how Nvidia sees right through the revenue into the heart of the matter. It isn&#39;t just selling blindly into the market. On its last conference call, CEO Jensen Huang mentioned the critical point regarding customer needs and led me to the recessionary thinking.</p><blockquote><i>...live customer service being now supported by AI, conversational AI has an opportunity to enhance the customer service on the one hand. On the other hand, </i><i><b>supplement for a lot of labor shortage</b></i><i>.</i></blockquote><blockquote>- Jensen Huang, Nvidia CEO, Q1 &#39;23 Earnings Call</blockquote><p>It was nearly a passing comment, but it was huge as I look around today and see businesses unable to hire to the level they need. fuboTV (FUBO) was one of the more recent ones I&#39;ve come across, unable to meet advertising needs because of unfilled positions in a tight labor market.</p><blockquote><i>Some of those delays were really based off the fact that obviously </i><i><b>hiring right now is not an easy task</b></i><i>. And so resource allocation internally to be able to </i><i><b>develop that capability</b></i><i>, I think it&#39;s been </i><i><b>a little bit slower than we had anticipated</b></i><i>.</i></blockquote><blockquote>- Dave Gandler, fuboTV CEO, Q1 &#39;22 Earnings Call</blockquote><p>And more recently, with conditions expected to worsen in the economy, some companies have already put hiring freezes in place while others are beginning to lay off employees almost preemptively. Companies have gone from being unable to fill their roster to enacting hiring freezes to outright layoffs rather quickly - all within two years.</p><p>Going back to Meta Platforms, the company implemented a hiring freeze a little over a month ago, according to an internal memo from the CFO given to 9to5mac.com. Four factors were involved in the decision, but none more important than the slowdown in revenue growth and macroeconomic uncertainties. However, even with the downbeat message to his employees, the CFO still put in one crucial piece that not everything will be frozen:</p><blockquote><i>...we feel optimistic about the </i><i><b>opportunities to re-accelerate growth</b></i><i>, particularly through unlocking new revenue streams through Reels monetization, [and] </i><i><b>incorporating AI into our ads system to overcome signal loss from iOS changes</b></i><i>...</i></blockquote><p>In other words, even with everything happening macro-wise and its struggle to overcome iOS targeting changes, AI is still on the list of things to <i>continue </i>to invest in, and, in most cases, accelerate investments in. This memo encompasses what any major technology company is trying to do: Reduce expenses while utilizing AI to compensate for a lost workforce. But not just make up for a lost workforce and reduce costs, but chief among the reasons is to produce <i>better and more efficient </i>growth than it would sans AI.</p><p>AI is not just a replacement for an uncooperative workforce environment but the answer to producing better results, even if nothing else was driving it.</p><p>AI is key to a recessionary environment. It can make a company leaner and produce better results. It&#39;s hard to achieve that outcome by simply cutting your workforce. Sure, you&#39;ll reduce expenses, but it&#39;s at the expense of undercutting your product. AI is needed to push your company and product forward, but it becomes <i>necessary </i>when cutting your workforce to avoid being left behind during the worst days.</p><p>A recession will become the &#34;necessity&#34; for AI investments just like the pandemic was for moving to the cloud.</p><p>Alright, that was a lot of walking. Let&#39;s sit down and discuss who benefits here and what stocks to buy for the AI tailwind.</p><h2>AI Tailwind Beneficiaries</h2><h4>Nvidia</h4><p>I&#39;ve already gone into one of the primary beneficiaries of this accelerating AI train: Nvidia. A lot of AI is possible because of Nvidia&#39;s accelerators, such as the A100 and now the H100 using the latest Hopper architecture. Because of this, Nvidia has a greater than 80% market share of the data center for AI workloads. Therefore, it already has a large foundation of customers using its hardware and software stack.</p><p>You might say Nvidia is susceptible to competitors stepping on its turf and taking away customers. This is possible, and if Nvidia slacks on any one front in the AI game, it deserves to lose to its competitors. However, don&#39;t forget what I just mentioned about its CEO&#39;s focus - it knows not only how to produce fast, efficient AI/ML hardware and software but also <i>why </i>it&#39;s doing it and why its customers need it. This kind of leadership allows Nvidia to work with its customers directly to give them what they need. It&#39;s the beauty of owning the hardware and software stack to deliver a complete system - it can tailor the product to the requirements.</p><p>AMD might produce good and perhaps even better hardware, but it lacks in the software department. This is the significant difference between the two companies. Nvidia&#39;s software team is what has given it the market share it has. But its latest secret is its implementation of Mellanox&#39;s networking directly into its systems allowing for six times faster network connectivity and NVLink, which allows up to 256 H100s to be connected at nine times wider bandwidth.</p><p>With H100 now being delivered, customers who already have implemented A100 systems can upgrade to produce near instantaneously faster results and larger workloads without losing their progress in software. Nvidia isn&#39;t slacking on getting its customers the latest and greatest, and just at the right time as AI investments ramp up into the necessity of recession.</p><p>According to electronicsb2b.com, Nvidia claimed $3.2B of the industry&#39;s $4B for the global artificial intelligence processors in the cloud and data center market in 2020. By my calculations, Nvidia is set to grow its AI revenue by 50% in 2022 after growing it by 59% in 2021. Furthermore, Nvidia is working within an industry expected to grow nine times to $37.6B in 2026 from 2020. So even if Nvidia&#39;s 80% market share drops to 60% by 2026, it will generate $22.6B in AI revenue. This would bring its AI revenue to 36.4% of its estimated 2026 total revenue compared to just 22.5% of its expected 2022 (FY23) revenue.</p><p>While many concern themselves with the effects of crypto mining on Nvidia&#39;s revenue growth and performance, AI will be its leading source of growth over the next several years. This is especially true as its overall Data Center division continues to grow at outsized rates compared to the rest of the company.</p><p><img src=\"https://static.tigerbbs.com/befff4c228f4a584f7165456b6e37ede\" tg-width=\"640\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><p>Nvidia&#39;s Data Center Revenue Growth (Green Indicates My Estimates) (Chart mine, data from company quarterly revenue trend PDF)</p><p>After its release in 2020, the A100 contributed significantly to Nvidia&#39;s Data Center growth in calendar 2021 (FY22), &#34;led by hyperscale customers fueled by continued rapid adoption of Ampere Architecture Tensor Core GPUs, for both internal and external workloads,&#34; according to the company&#39;s CFO in last year&#39;s FQ3.</p><p>And, if the company&#39;s CEO couldn&#39;t be prophetic enough, in November of last year, he was well ahead of the curve, calling 2022 an AI year by saying, &#34;...we expect next year the cloud service providers to scale out their chip learning and their AI workload really aggressively.&#34;</p><p>Right on cue for the H100 to take the reins.</p><p>The H100 will start to ramp up Data Center revenue again in FY24 as companies take delivery of the new product. Add in the added build-out for a recession scenario, and Nvidia will likely be tapped out of data center accelerator supply for the next year and a half.</p><p>However, the most important piece to Nvidia&#39;s success is not its hardware but its software. This is where the company has beaten its competition many times over. The latest instance of this is Intel&#39;s (INTC) Arc GPU, where its recent China release is having cold water splashed on it. Initial reports are showing it is less impressive than initially thought, and the driver situation appears to be at the center of it:</p><blockquote><i>At the same time, there are already genuine concerns around Intel’s Arc desktop GPUs, and particularly </i><i><b>reports regarding the graphics driver</b></i><i>, which seemingly can be wonky in some cases (with certain games suffering from serious woes </i><i><b>or not even running at all</b></i><i>). This is the main theory as to the reason for the delay of Arc desktop...</i></blockquote><p>Nvidia&#39;s ability to produce solid software and drivers is how it can take good or great hardware and make it perform exceedingly well. AI is dependent on stable, high-performance drivers and software. If for nothing else, I&#39;m a buyer of Nvidia based on its software engineering team alone, especially as AI becomes a growing need in a recession.</p><h4>Micron</h4><p>Now you might be wondering why I&#39;d go from a fabless software house with hardware to a &#34;commodity&#34; memory player to take advantage of AI <i>in a recession. </i>This is simple, really. Micron (NASDAQ:MU) doesn&#39;t just sell chips into the open market. No, if you are honest about your homework, you&#39;ll know Micron has moved heavily into a complete or nearly complete solutions market where its customers are buying chipsets and not merely DRAM chips.</p><p>Moreover, Micron is the only supplier of X-type graphics memory. It&#39;s the sole supplier of GDDR6X memory and is the memory used in all of Nvidia&#39;s products above the RTX 3070, including the RTX 3070Ti.</p><p>But, moving into a broader sense of how Micron benefits, it comes down to the company&#39;s ability to shift its needs toward the demand and do it quicker than at any time in its history. It did this in early 2020 when mobile demand cratered due to the pandemic while server needs were in extremely high demand to expand cloud capacity. This year&#39;s amount of heads up is significant in terms of being able to remain on a growth trajectory while everyone and their mother talks about PC and mobile weakness in 2022 while server and data center will remain tight.</p><p>I find it interesting the focus has been on PC, consumer, and mobile demand while server and graphics have higher margins, comparatively, and in this AI-driven scenario, will sustain these categories of DRAM prices. Trendforce, which has been wildly inaccurate over the last year while Micron&#39;s revenue and earnings have continued to grow, is expecting a 0%-5% decline in server DRAM for Q3 &#39;22. Those are not concerning numbers! That means it may not even change! A 1%-2% decline won&#39;t even affect Micron as it produces the leading DRAM node in the world, meaning it has the best cost benefits out of its two other competitors.</p><p>The final reason Micron stands to benefit the most is where its stock is in relation to what a typical memory cycle would encounter. When memory is on the slide - actually on a slide, not 0%-5% memory declines - its stock will retreat to one time book value. With the latest dump in the market, Micron has moved to 1.33 times book value.</p><p><img src=\"https://static.tigerbbs.com/afc975cc4f7606378138308c1c32098e\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>The valuation is already within 20% of this one-to-one book value without memory declining (anyone remember the DRAM Winter?). This doesn&#39;t mean when memory prices actually decline Micron will suffer another 50% decline. No, it means the market is so far past its skis that it&#39;ll begin pricing in any upturn in DRAM prices well ahead of when they happen. In short, the downside in Micron is 20%, while the upside is 93% (2.4x book value), as is historically true time and time again.</p><p>Furthermore, the recession fears won&#39;t be nearly as impactful to Micron as they would otherwise because not all end markets will decline. AI will continue to be invested in even as all other line items get cut at major tech companies. Auto manufacturers learned this lesson firsthand and continue to pay for it to this day. The diversification Micron has moved toward over the last decade would not only sustain it comfortably during an economic recession, but an end market that will buck a recession trend won&#39;t cut Micron&#39;s estimates as far as the market thinks.</p><p>Ready to get to our destination? Let&#39;s finish our walk.</p><h2>Not Your Father&#39;s Recession</h2><p>The bottom line is this recession won&#39;t see all markets and all walks of technology impacted equally. Instead, we&#39;re going to see and already seeing an investment <i>in </i>technology to combat the headwinds of an economic slowdown, specifically in AI/ML. The use of AI is more than just a cool gadget or artificial lifeform to improve your lifestyle. Instead, it&#39;s a business advantage to replace a workforce it can&#39;t hire or a workforce needing to be laid off to reduce costs. Not only can AI be depreciated on the income sheet, but it&#39;s also many times more efficient than a single human and will truly bring on the next chapter of workforce creative destruction.</p><p>This AI movement has beneficiaries, including the hardware and software companies developing the backbone. There are more than just Nvidia and Micron, too. In fact, AMD and Arista Networks (ANET) are my next two favorites able to benefit from the increasing move toward AI. While I didn&#39;t get into them in this article, they, too, have a significant role to play in the expansion of the AI cloud and its uses.</p><p>For now, with Nvidia and Micron at valuations not seen except during economic slowdowns, it&#39;ll be an even greater reward when the fallout isn&#39;t as impactful to them as many other parts of the economy. AI will be <i>the </i>investment during this downturn, let alone a crossed-off budget item.</p><p>Hopefully, you enjoyed our walk.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia And Micron: Recession Headwinds Are Tailwinds For AI, Buy The Beneficiaries</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 And Micron: Recession Headwinds Are Tailwinds For AI, Buy The Beneficiaries\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-23 09:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4519606-nvidia-micron-recession-headwinds-are-tailwinds><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What do you think of when I mention the word recession? Rising unemployment, perhaps? Demand destruction, maybe? Even layoffs, declining profits, and negative revenue growth as you shift toward ...</p>\n\n<a href=\"https://seekingalpha.com/article/4519606-nvidia-micron-recession-headwinds-are-tailwinds\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","MU":"美光科技"},"source_url":"https://seekingalpha.com/article/4519606-nvidia-micron-recession-headwinds-are-tailwinds","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2245363217","content_text":"What do you think of when I mention the word recession? Rising unemployment, perhaps? Demand destruction, maybe? Even layoffs, declining profits, and negative revenue growth as you shift toward thinking about your investments? Likely nothing positive, if I had to guess. But it takes counterintuitive thinking to find the positive in a recession story, so I don't blame you. Data center and AI (artificial intelligence) names are at the center of my investment screen as the market and world stare down a US recession because of this counterintuitive thinking, however. By the end of this article, it will make a lot more sense how specific tech names will benefit from a recession.Let's take a walk.We both know the pandemic pulled in cloud spending as everyone in the world needed to work, learn, and play from home. This pressured the data centers of the world to operate at a capacity never seen before - expansion came quickly. It further fueled an already lit fuse called the digital revolution - anything and everything was being moved to the cloud. Consumers, businesses, enterprises, and governments were all making increased use of this utility, mostly out of necessity at this juncture.Then the pandemic began unwinding, and the pull-in of the last year-and-a-half worth of spending needed to be digested. But with the unwinding of the pandemic came with it an odd tug in the other direction: Workers weren't returning to the workforce at the same rate they left it (forced out) at the start of the pandemic, at least not linearly. As a result, corporations and businesses now struggle to find workers, from convenience store clerks to highly skilled software engineers to data entry specialists to teachers to nurses. Some industries have had higher hire rates than quit rates, but the number of jobs needed remains higher than unemployed workers in many industries.This is indeed a problem if the economy is to thrive.And, as a quick aside, maybe it's part of the reason GDP can't keep up with inflation, putting us further in the kill zone for a recession.Some companies are starting to work around the labor shortage, however.This is a good time to sit before we continue walking.AI Has Become NecessaryCompanies in the last decade have been working toward replacing their workers. If AI and ML (machine learning) can do the same job as well or better than humans, why not put that cost in the cloud where it's scalable and repeatable. Servers are less expensive than human resources in the long run, plus silicon depreciates!Just think of McDonald's (MCD) to start - order your meal yourself on those friendly little kiosks. It's a simple way to replace the job of a worker, and it's not a terribly complicated technological hurdle. Now, remember, this was being done years ago.Looking at more recent and more complicated technology, Meta Platforms (META), for example, would love to replace the massive amount of content moderators it hired over the last several years. Naturally, it would cut down substantially on human resource costs and employee benefits (read: stock-based compensation).And for the first couple of years working on [AI], we're still at a relatively low recall rate where our AI systems had 10%, 15% of the content that we were addressing, we were dealing with proactively. But in recent years, the AI progress has been very impressive. We're now above 90% of the content that we take an action on...- Mark Zuckerberg, Facebook CEO, Q3 '21 Earnings CallTo summarize, in the early AI days, only 10%-15% of the content was able to be caught by AI for moderation. This means a lot of manual human intervention had to be called upon to moderate the massive amount of content on Meta's platforms. But today, over 90% of content moderation is being processed by AI, lessening the burden on humans to do the moderation.The effects of these investments have allowed the company to slow content moderation jobs and further transition to machine learning and AI jobs. These highly technical jobs currently comprise just under 13% of all open positions Meta is seeking. But the volume needed for highly specialized jobs is far less than content moderation jobs, which has slowed the company's headcount growth over the last four years.Meta's headcount growth (Chart mine, data from Meta's Earnings Releases)Beyond content moderation, Meta also is utilizing AI/ML for advertising to serve up better ads in general but also more relevant and better content which can lead to targeting ads to different and, more importantly, better audiences for the advertiser....we are investing significantly in AI and machine learning investments to power ranking and recommendations for things like Ads, Reels and Feed. And so that does add to the CapEx intensity of the business. And we do think there is additional capital intensity of the business as we make significant investments in AI and machine learning on top of just additional capacity growth.- Dave Wehner, Facebook CFO, Q1 '22 Earnings CallKeep that capital intensity commentary in the back of your mind because AI's \"end customer\" isn't the only one taking in the beautiful scenery on the AI train.With that, let's keep walking - we'll need to stretch our legs to understand this next section.Seeing It From The Other SideAs you know, AI and ML don't just start producing answers, data, what have you - they require infrastructure, hardware, software... accelerators to do it faster. This means it needs fast, efficient, and scalable technology to provide the foundation for AI to do its job. This is where a company like Nvidia (NASDAQ:NVDA) comes in.Nvidia is known for its cutting-edge GPUs. In the race for the next advanced graphics or accelerator technology, Nvidia is the leader. This is undisputed as the most recent push into real-time ray-tracing was pioneered by Nvidia, with AMD (AMD) following it up in a behind-the-leader manner. This is exemplified by AMD's adherence to the DirectX12 ray tracing API, which Nvidia developed.Don't jump on me here just yet for putting AMD behind Nvidia in the GPU category - AMD will have its time here in a bit.I point out Nvidia's GPUs because they have become some of the best processors for performing AI/ML workloads. Nvidia's Datacenter division is now its leading money maker in absolute dollars and growth rates. It appears it will be this way for the foreseeable future, at least on a revenue growth basis.But the most interesting part is how Nvidia sees right through the revenue into the heart of the matter. It isn't just selling blindly into the market. On its last conference call, CEO Jensen Huang mentioned the critical point regarding customer needs and led me to the recessionary thinking....live customer service being now supported by AI, conversational AI has an opportunity to enhance the customer service on the one hand. On the other hand, supplement for a lot of labor shortage.- Jensen Huang, Nvidia CEO, Q1 '23 Earnings CallIt was nearly a passing comment, but it was huge as I look around today and see businesses unable to hire to the level they need. fuboTV (FUBO) was one of the more recent ones I've come across, unable to meet advertising needs because of unfilled positions in a tight labor market.Some of those delays were really based off the fact that obviously hiring right now is not an easy task. And so resource allocation internally to be able to develop that capability, I think it's been a little bit slower than we had anticipated.- Dave Gandler, fuboTV CEO, Q1 '22 Earnings CallAnd more recently, with conditions expected to worsen in the economy, some companies have already put hiring freezes in place while others are beginning to lay off employees almost preemptively. Companies have gone from being unable to fill their roster to enacting hiring freezes to outright layoffs rather quickly - all within two years.Going back to Meta Platforms, the company implemented a hiring freeze a little over a month ago, according to an internal memo from the CFO given to 9to5mac.com. Four factors were involved in the decision, but none more important than the slowdown in revenue growth and macroeconomic uncertainties. However, even with the downbeat message to his employees, the CFO still put in one crucial piece that not everything will be frozen:...we feel optimistic about the opportunities to re-accelerate growth, particularly through unlocking new revenue streams through Reels monetization, [and] incorporating AI into our ads system to overcome signal loss from iOS changes...In other words, even with everything happening macro-wise and its struggle to overcome iOS targeting changes, AI is still on the list of things to continue to invest in, and, in most cases, accelerate investments in. This memo encompasses what any major technology company is trying to do: Reduce expenses while utilizing AI to compensate for a lost workforce. But not just make up for a lost workforce and reduce costs, but chief among the reasons is to produce better and more efficient growth than it would sans AI.AI is not just a replacement for an uncooperative workforce environment but the answer to producing better results, even if nothing else was driving it.AI is key to a recessionary environment. It can make a company leaner and produce better results. It's hard to achieve that outcome by simply cutting your workforce. Sure, you'll reduce expenses, but it's at the expense of undercutting your product. AI is needed to push your company and product forward, but it becomes necessary when cutting your workforce to avoid being left behind during the worst days.A recession will become the \"necessity\" for AI investments just like the pandemic was for moving to the cloud.Alright, that was a lot of walking. Let's sit down and discuss who benefits here and what stocks to buy for the AI tailwind.AI Tailwind BeneficiariesNvidiaI've already gone into one of the primary beneficiaries of this accelerating AI train: Nvidia. A lot of AI is possible because of Nvidia's accelerators, such as the A100 and now the H100 using the latest Hopper architecture. Because of this, Nvidia has a greater than 80% market share of the data center for AI workloads. Therefore, it already has a large foundation of customers using its hardware and software stack.You might say Nvidia is susceptible to competitors stepping on its turf and taking away customers. This is possible, and if Nvidia slacks on any one front in the AI game, it deserves to lose to its competitors. However, don't forget what I just mentioned about its CEO's focus - it knows not only how to produce fast, efficient AI/ML hardware and software but also why it's doing it and why its customers need it. This kind of leadership allows Nvidia to work with its customers directly to give them what they need. It's the beauty of owning the hardware and software stack to deliver a complete system - it can tailor the product to the requirements.AMD might produce good and perhaps even better hardware, but it lacks in the software department. This is the significant difference between the two companies. Nvidia's software team is what has given it the market share it has. But its latest secret is its implementation of Mellanox's networking directly into its systems allowing for six times faster network connectivity and NVLink, which allows up to 256 H100s to be connected at nine times wider bandwidth.With H100 now being delivered, customers who already have implemented A100 systems can upgrade to produce near instantaneously faster results and larger workloads without losing their progress in software. Nvidia isn't slacking on getting its customers the latest and greatest, and just at the right time as AI investments ramp up into the necessity of recession.According to electronicsb2b.com, Nvidia claimed $3.2B of the industry's $4B for the global artificial intelligence processors in the cloud and data center market in 2020. By my calculations, Nvidia is set to grow its AI revenue by 50% in 2022 after growing it by 59% in 2021. Furthermore, Nvidia is working within an industry expected to grow nine times to $37.6B in 2026 from 2020. So even if Nvidia's 80% market share drops to 60% by 2026, it will generate $22.6B in AI revenue. This would bring its AI revenue to 36.4% of its estimated 2026 total revenue compared to just 22.5% of its expected 2022 (FY23) revenue.While many concern themselves with the effects of crypto mining on Nvidia's revenue growth and performance, AI will be its leading source of growth over the next several years. This is especially true as its overall Data Center division continues to grow at outsized rates compared to the rest of the company.Nvidia's Data Center Revenue Growth (Green Indicates My Estimates) (Chart mine, data from company quarterly revenue trend PDF)After its release in 2020, the A100 contributed significantly to Nvidia's Data Center growth in calendar 2021 (FY22), \"led by hyperscale customers fueled by continued rapid adoption of Ampere Architecture Tensor Core GPUs, for both internal and external workloads,\" according to the company's CFO in last year's FQ3.And, if the company's CEO couldn't be prophetic enough, in November of last year, he was well ahead of the curve, calling 2022 an AI year by saying, \"...we expect next year the cloud service providers to scale out their chip learning and their AI workload really aggressively.\"Right on cue for the H100 to take the reins.The H100 will start to ramp up Data Center revenue again in FY24 as companies take delivery of the new product. Add in the added build-out for a recession scenario, and Nvidia will likely be tapped out of data center accelerator supply for the next year and a half.However, the most important piece to Nvidia's success is not its hardware but its software. This is where the company has beaten its competition many times over. The latest instance of this is Intel's (INTC) Arc GPU, where its recent China release is having cold water splashed on it. Initial reports are showing it is less impressive than initially thought, and the driver situation appears to be at the center of it:At the same time, there are already genuine concerns around Intel’s Arc desktop GPUs, and particularly reports regarding the graphics driver, which seemingly can be wonky in some cases (with certain games suffering from serious woes or not even running at all). This is the main theory as to the reason for the delay of Arc desktop...Nvidia's ability to produce solid software and drivers is how it can take good or great hardware and make it perform exceedingly well. AI is dependent on stable, high-performance drivers and software. If for nothing else, I'm a buyer of Nvidia based on its software engineering team alone, especially as AI becomes a growing need in a recession.MicronNow you might be wondering why I'd go from a fabless software house with hardware to a \"commodity\" memory player to take advantage of AI in a recession. This is simple, really. Micron (NASDAQ:MU) doesn't just sell chips into the open market. No, if you are honest about your homework, you'll know Micron has moved heavily into a complete or nearly complete solutions market where its customers are buying chipsets and not merely DRAM chips.Moreover, Micron is the only supplier of X-type graphics memory. It's the sole supplier of GDDR6X memory and is the memory used in all of Nvidia's products above the RTX 3070, including the RTX 3070Ti.But, moving into a broader sense of how Micron benefits, it comes down to the company's ability to shift its needs toward the demand and do it quicker than at any time in its history. It did this in early 2020 when mobile demand cratered due to the pandemic while server needs were in extremely high demand to expand cloud capacity. This year's amount of heads up is significant in terms of being able to remain on a growth trajectory while everyone and their mother talks about PC and mobile weakness in 2022 while server and data center will remain tight.I find it interesting the focus has been on PC, consumer, and mobile demand while server and graphics have higher margins, comparatively, and in this AI-driven scenario, will sustain these categories of DRAM prices. Trendforce, which has been wildly inaccurate over the last year while Micron's revenue and earnings have continued to grow, is expecting a 0%-5% decline in server DRAM for Q3 '22. Those are not concerning numbers! That means it may not even change! A 1%-2% decline won't even affect Micron as it produces the leading DRAM node in the world, meaning it has the best cost benefits out of its two other competitors.The final reason Micron stands to benefit the most is where its stock is in relation to what a typical memory cycle would encounter. When memory is on the slide - actually on a slide, not 0%-5% memory declines - its stock will retreat to one time book value. With the latest dump in the market, Micron has moved to 1.33 times book value.Data by YChartsThe valuation is already within 20% of this one-to-one book value without memory declining (anyone remember the DRAM Winter?). This doesn't mean when memory prices actually decline Micron will suffer another 50% decline. No, it means the market is so far past its skis that it'll begin pricing in any upturn in DRAM prices well ahead of when they happen. In short, the downside in Micron is 20%, while the upside is 93% (2.4x book value), as is historically true time and time again.Furthermore, the recession fears won't be nearly as impactful to Micron as they would otherwise because not all end markets will decline. AI will continue to be invested in even as all other line items get cut at major tech companies. Auto manufacturers learned this lesson firsthand and continue to pay for it to this day. The diversification Micron has moved toward over the last decade would not only sustain it comfortably during an economic recession, but an end market that will buck a recession trend won't cut Micron's estimates as far as the market thinks.Ready to get to our destination? Let's finish our walk.Not Your Father's RecessionThe bottom line is this recession won't see all markets and all walks of technology impacted equally. Instead, we're going to see and already seeing an investment in technology to combat the headwinds of an economic slowdown, specifically in AI/ML. The use of AI is more than just a cool gadget or artificial lifeform to improve your lifestyle. Instead, it's a business advantage to replace a workforce it can't hire or a workforce needing to be laid off to reduce costs. Not only can AI be depreciated on the income sheet, but it's also many times more efficient than a single human and will truly bring on the next chapter of workforce creative destruction.This AI movement has beneficiaries, including the hardware and software companies developing the backbone. There are more than just Nvidia and Micron, too. In fact, AMD and Arista Networks (ANET) are my next two favorites able to benefit from the increasing move toward AI. While I didn't get into them in this article, they, too, have a significant role to play in the expansion of the AI cloud and its uses.For now, with Nvidia and Micron at valuations not seen except during economic slowdowns, it'll be an even greater reward when the fallout isn't as impactful to them as many other parts of the economy. AI will be the investment during this downturn, let alone a crossed-off budget item.Hopefully, you enjoyed our walk.","news_type":1},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024292852,"gmtCreate":1653872084676,"gmtModify":1676535354279,"author":{"id":"3581484544078459","authorId":"3581484544078459","name":"DaveWLF","avatar":"https://static.tigerbbs.com/ab3019f262c5904b094ef2497a87a00d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Thats what they say for every mega cap&nbsp;stocks.","listText":"Thats what they say for every mega cap&nbsp;stocks.","text":"Thats what they say for every mega cap stocks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024292852","repostId":"1161270604","repostType":4,"repost":{"id":"1161270604","pubTimestamp":1653870865,"share":"https://www.laohu8.com/m/news/1161270604?lang=&edition=full","pubTime":"2022-05-30 08:34","market":"us","language":"en","title":"Loop Capital Says AMZN Stock Could Hit $4,000 in 2025","url":"https://stock-news.laohu8.com/highlight/detail?id=1161270604","media":"InvestorPlace","summary":"Loop Capital Markets has issued a bullish prediction for Amazon(NASDAQ:AMZN)Analyst Rob Sanderson re","content":"<html><head></head><body><ul><li><b>Loop Capital Markets</b> has issued a bullish prediction for <b>Amazon</b>(NASDAQ:<b><u>AMZN</u></b>)</li><li>Analyst Rob Sanderson reduced his price target on AMZN stock but still sees it rising by 2025</li><li>AMZN has rallied this week as anticipation mounts ahead of its stock split</li></ul><p>One Wall Street analyst is seeing significant potential in Amazon. Rob Sanderson of Loop Capital Markets recently reiterated a “buy” rating for AMZN stock. While he did reduce his price target short-term — from $3,750 t0 $2,825 — Sander emphasized that shares could still double in price if unit economics recover as expected by 2025.</p><p>Investors should examine this analysis in context. AMZN stock has been rallying this week after a recent market selloff pushed the tech sector down.</p><p>June 3 will mark the historicAmazon stock split and a strong trading frenzy is to be expected. Anticipation is high as the split nears, keeping shares elevated. For that reason, Sanderson’s price target reduction isn’t likely to effect AMZN.</p><p>AMZN Stock: Two Key Predictions</p><p>Given Sanderson’s new price target, it’s tempting to assume he’s bearish on AMZN stock. It is important to note, though, that the new target is a reflection of “lower multiple for the retail sector” and should not be seen as a damning prediction about Amazon alone. “We misjudged the magnitude of inflationary pressure and excess capacity in the near-term but continue to think that unit economics will return to historic levels over time,” Sanderson said in a client note.</p><p>If unit economics do return to normal, this analyst thinks AMZN stock will ride the wave to historic highs. As he sees it, the stock could double in two years, reaching a new high of around $4,000 per share. Sanderson laid out the logic behind this predication:</p><blockquote>“With what we consider reasonably conservative assumptions for improvement on unit economics, our framework points to retail operating margin of +7.5% by 2025 with about $40B in segment net profit. In this scenario, a 20x forward P/E on retail profits with 30x for AWS and Amazon could be a +$4,000 stock on recovery.”</blockquote><p>Even if unit economics do not reach levels that high, they should still climb. AMZN stock will rise as they do.</p><p>The Bottom Line on Amazon</p><p>The future may be uncertain, but investors shouldn’t ignore Sanderson’s argument. If the analyst’s longer-term predictions are even close to being correct, the future of AMZN stock is very bright. Plus, with the stock split nearing, investors are about to hold even more shares. Their value will be temporarily diluted. But as long as unit economics recover — as Sanderson thinks they will — shares will regain plenty.</p><p>Amazon has no intentions of slowing down either. The e-commerce giant is potentially considering an acquisition of video-game giant <b>Electronic Arts</b>(NASDAQ:<b><u>EA</u></b>), for example. That kind of deal would be an excellent catalyst to boost shares after the split.</p><p>Looking forward, investors should be excited about AMZN stock — even if its price dips in the short term.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Loop Capital Says AMZN Stock Could Hit $4,000 in 2025</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\">\nLoop Capital Says AMZN Stock Could Hit $4,000 in 2025\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-30 08:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/05/loop-capital-says-amzn-stock-could-hit-4000-in-2025/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Loop Capital Markets has issued a bullish prediction for Amazon(NASDAQ:AMZN)Analyst Rob Sanderson reduced his price target on AMZN stock but still sees it rising by 2025AMZN has rallied this week as ...</p>\n\n<a href=\"https://investorplace.com/2022/05/loop-capital-says-amzn-stock-could-hit-4000-in-2025/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://investorplace.com/2022/05/loop-capital-says-amzn-stock-could-hit-4000-in-2025/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161270604","content_text":"Loop Capital Markets has issued a bullish prediction for Amazon(NASDAQ:AMZN)Analyst Rob Sanderson reduced his price target on AMZN stock but still sees it rising by 2025AMZN has rallied this week as anticipation mounts ahead of its stock splitOne Wall Street analyst is seeing significant potential in Amazon. Rob Sanderson of Loop Capital Markets recently reiterated a “buy” rating for AMZN stock. While he did reduce his price target short-term — from $3,750 t0 $2,825 — Sander emphasized that shares could still double in price if unit economics recover as expected by 2025.Investors should examine this analysis in context. AMZN stock has been rallying this week after a recent market selloff pushed the tech sector down.June 3 will mark the historicAmazon stock split and a strong trading frenzy is to be expected. Anticipation is high as the split nears, keeping shares elevated. For that reason, Sanderson’s price target reduction isn’t likely to effect AMZN.AMZN Stock: Two Key PredictionsGiven Sanderson’s new price target, it’s tempting to assume he’s bearish on AMZN stock. It is important to note, though, that the new target is a reflection of “lower multiple for the retail sector” and should not be seen as a damning prediction about Amazon alone. “We misjudged the magnitude of inflationary pressure and excess capacity in the near-term but continue to think that unit economics will return to historic levels over time,” Sanderson said in a client note.If unit economics do return to normal, this analyst thinks AMZN stock will ride the wave to historic highs. As he sees it, the stock could double in two years, reaching a new high of around $4,000 per share. Sanderson laid out the logic behind this predication:“With what we consider reasonably conservative assumptions for improvement on unit economics, our framework points to retail operating margin of +7.5% by 2025 with about $40B in segment net profit. In this scenario, a 20x forward P/E on retail profits with 30x for AWS and Amazon could be a +$4,000 stock on recovery.”Even if unit economics do not reach levels that high, they should still climb. AMZN stock will rise as they do.The Bottom Line on AmazonThe future may be uncertain, but investors shouldn’t ignore Sanderson’s argument. If the analyst’s longer-term predictions are even close to being correct, the future of AMZN stock is very bright. Plus, with the stock split nearing, investors are about to hold even more shares. Their value will be temporarily diluted. But as long as unit economics recover — as Sanderson thinks they will — shares will regain plenty.Amazon has no intentions of slowing down either. The e-commerce giant is potentially considering an acquisition of video-game giant Electronic Arts(NASDAQ:EA), for example. That kind of deal would be an excellent catalyst to boost shares after the split.Looking forward, investors should be excited about AMZN stock — even if its price dips in the short term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3586752204475642","authorId":"3586752204475642","name":"Kelvink73","avatar":"https://static.tigerbbs.com/8c719c2e9dfb696800beef6e2afa018a","crmLevel":2,"crmLevelSwitch":0},"content":"ya, it's known to everyone","text":"ya, it's known to everyone","html":"ya, it's known to everyone"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092156293,"gmtCreate":1644562603835,"gmtModify":1676533941628,"author":{"id":"3581484544078459","authorId":"3581484544078459","name":"DaveWLF","avatar":"https://static.tigerbbs.com/ab3019f262c5904b094ef2497a87a00d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Think will need more time.&nbsp;","listText":"Think will need more time.&nbsp;","text":"Think will need more time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092156293","repostId":"1113677136","repostType":2,"repost":{"id":"1113677136","pubTimestamp":1644543742,"share":"https://www.laohu8.com/m/news/1113677136?lang=&edition=full","pubTime":"2022-02-11 09:42","market":"us","language":"en","title":"Could Meta Platforms Stock Double Over the Next 12 Months?","url":"https://stock-news.laohu8.com/highlight/detail?id=1113677136","media":"Motley Fool","summary":"One analyst thinks so.","content":"<html><head></head><body><p><b>Key Points</b></p><ul><li>This analyst has a $466 price target on Meta Platforms stock.</li><li>The stock&#39;s post-earnings sell-off may be overdone.</li><li>Meta Platforms stock now has a price-to-earnings ratio of just 17.</li></ul><p>Shares of Facebook-parent <b>Meta Platforms</b>(NASDAQ:FB) have been absolutely clobbered this year. The stock is down about 30% so far in 2022. Most of this decline, of course, was caused by the company&#39;s disappointing third-quarter update and management&#39;s dismal guidance for Q1.</p><p>The question on many investors&#39; minds is whether this pullback in the tech-stock price represents a buying opportunity. At least one analyst thinks this is not just a buying opportunity -- but a <i>compelling</i> one. On Wednesday, Tigress Financial analyst Ivan Feinseth called the stock a &#34;strong buy,&#34; reiterating a $466 12-month price target.</p><p>Given where Meta Platforms stock is trading as of this writing, this represents just over 100% upside for shares. Is this analyst onto something?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1a3029769a20941e96ddc71b5548019\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><b>Meta Platforms has a history of conservative guidance</b></p><p>The main thing that spooked investors when Meta Platforms reported its fourth-quarter results was CFO David Wehner&#39;s guidance for revenue to grow just 3%-11% year over year in Q1. This would mark a big slowdown from the company&#39;s 20% revenue growth in Q4. Further, management said in Meta Platforms&#39; fourth-quarter earnings call that it&#39;s a &#34;multiyear development journey&#34; for the company to rebuild its advertising measurement and targeting systems to fully address new challenges presented on these fronts by <b>Apple</b>&#39;s recent iOS updates.</p><p>But investors should note that Wehner has a long history of being overly conservative. Consider Wehner&#39;s repeated calls in 2017 for advertising-revenue growth to &#34;come down meaningfully&#34; in the second half of the year, relative to the 50% growth levels it was averaging previously. Yet revenue increased 49% year over year in both the third and fourth quarter of 2017. This compared to 51% and 47% respective growth in advertising revenue in the first and second quarters of 2017.</p><p>While past results are certainly no indication of future results, it&#39;s a fair statement to say that Meta&#39;s guidance typically errs on the side of conservatism.</p><p>The fact that Meta may be guiding conservatively is one reason Feinseth is likely reiterating a buy rating for the stock after its post-earnings crash. The Street&#39;s sell-off of an already attractively valued stock may have just created an outstanding buying opportunity for investors willing to see through to the other side of this storm.</p><p><b>A compelling valuation</b></p><p>Today, Meta has a price-to-earnings ratio of just 17. For a company as profitable as Facebook and with a bigger network effect than any other social network in the world, this valuation is compelling. A buying opportunity in a market leader like this may not last.</p><p>Sure, investors should keep an eye on how growth fares in the coming quarters. If revenue in Q1 really does grow 11% or less year over year, and if quarterly guidance is bleak once again, this may be cause for concern. But it may be worth starting a position in the stock at this lower valuation, as the cheap valuation arguably prices in a lot of the risks for the company.</p><p>While a doubling of the stock in just 12 months is unlikely, it&#39;s certainly possible. Even if the company&#39;s earnings per share don&#39;t grow over the next 12 months (an unlikely outcome), all that would need to happen for the stock to double is a price-to-earnings multiple expansion from 17 to 34. If Meta proves that current headwinds are only temporary, an outcome like this isn&#39;t out of the question.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Could Meta Platforms Stock Double Over the Next 12 Months?</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\">\nCould Meta Platforms Stock Double Over the Next 12 Months?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-11 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/10/could-meta-platforms-stock-double-over-the-next-12/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key PointsThis analyst has a $466 price target on Meta Platforms stock.The stock's post-earnings sell-off may be overdone.Meta Platforms stock now has a price-to-earnings ratio of just 17.Shares of ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/10/could-meta-platforms-stock-double-over-the-next-12/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2022/02/10/could-meta-platforms-stock-double-over-the-next-12/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113677136","content_text":"Key PointsThis analyst has a $466 price target on Meta Platforms stock.The stock's post-earnings sell-off may be overdone.Meta Platforms stock now has a price-to-earnings ratio of just 17.Shares of Facebook-parent Meta Platforms(NASDAQ:FB) have been absolutely clobbered this year. The stock is down about 30% so far in 2022. Most of this decline, of course, was caused by the company's disappointing third-quarter update and management's dismal guidance for Q1.The question on many investors' minds is whether this pullback in the tech-stock price represents a buying opportunity. At least one analyst thinks this is not just a buying opportunity -- but a compelling one. On Wednesday, Tigress Financial analyst Ivan Feinseth called the stock a \"strong buy,\" reiterating a $466 12-month price target.Given where Meta Platforms stock is trading as of this writing, this represents just over 100% upside for shares. Is this analyst onto something?IMAGE SOURCE: GETTY IMAGES.Meta Platforms has a history of conservative guidanceThe main thing that spooked investors when Meta Platforms reported its fourth-quarter results was CFO David Wehner's guidance for revenue to grow just 3%-11% year over year in Q1. This would mark a big slowdown from the company's 20% revenue growth in Q4. Further, management said in Meta Platforms' fourth-quarter earnings call that it's a \"multiyear development journey\" for the company to rebuild its advertising measurement and targeting systems to fully address new challenges presented on these fronts by Apple's recent iOS updates.But investors should note that Wehner has a long history of being overly conservative. Consider Wehner's repeated calls in 2017 for advertising-revenue growth to \"come down meaningfully\" in the second half of the year, relative to the 50% growth levels it was averaging previously. Yet revenue increased 49% year over year in both the third and fourth quarter of 2017. This compared to 51% and 47% respective growth in advertising revenue in the first and second quarters of 2017.While past results are certainly no indication of future results, it's a fair statement to say that Meta's guidance typically errs on the side of conservatism.The fact that Meta may be guiding conservatively is one reason Feinseth is likely reiterating a buy rating for the stock after its post-earnings crash. The Street's sell-off of an already attractively valued stock may have just created an outstanding buying opportunity for investors willing to see through to the other side of this storm.A compelling valuationToday, Meta has a price-to-earnings ratio of just 17. For a company as profitable as Facebook and with a bigger network effect than any other social network in the world, this valuation is compelling. A buying opportunity in a market leader like this may not last.Sure, investors should keep an eye on how growth fares in the coming quarters. If revenue in Q1 really does grow 11% or less year over year, and if quarterly guidance is bleak once again, this may be cause for concern. But it may be worth starting a position in the stock at this lower valuation, as the cheap valuation arguably prices in a lot of the risks for the company.While a doubling of the stock in just 12 months is unlikely, it's certainly possible. Even if the company's earnings per share don't grow over the next 12 months (an unlikely outcome), all that would need to happen for the stock to double is a price-to-earnings multiple expansion from 17 to 34. If Meta proves that current headwinds are only temporary, an outcome like this isn't out of the question.","news_type":1},"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083473857,"gmtCreate":1650158512797,"gmtModify":1676534658095,"author":{"id":"3581484544078459","authorId":"3581484544078459","name":"DaveWLF","avatar":"https://static.tigerbbs.com/ab3019f262c5904b094ef2497a87a00d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Happy holidays all. Enjoy the long weekend.&nbsp;","listText":"Happy holidays all. Enjoy the long weekend.&nbsp;","text":"Happy holidays all. Enjoy the long weekend.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083473857","repostId":"1133070824","repostType":4,"repost":{"id":"1133070824","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":1649399100,"share":"https://www.laohu8.com/m/news/1133070824?lang=&edition=full","pubTime":"2022-04-08 14:25","market":"us","language":"en","title":"Reminder: Holiday Trading Hours during Good Friday and Easter","url":"https://stock-news.laohu8.com/highlight/detail?id=1133070824","media":"Tiger Newspress","summary":"U.S. stock markets will be closed Friday, April 15in observance of Good Friday.The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.The Securities Industry and Financi","content":"<html><head></head><body><p>U.S. stock markets will be closed Friday, April 15 in observance of Good Friday.</p><p>The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.</p><p>The Securities Industry and Financial Markets Association recommended the U.S. bond market close Friday. It also advised that the bond market shutter early on Thursday, April14 at 2 p.m. Eastern.</p><p>U.S. commodities markets including gold and oil futures also won&#39;t be open for trading Friday.</p><p>Singapore stock markets will also close on Good Friday.</p><p>Stock markets in Europe, Hong Kong and Australia will close on Good Friday and on Monday in observance of Easter.</p><p>A-shares (Northbound) will be closed to April 18 from April 14.</p><p><img src=\"https://static.tigerbbs.com/8d9bbb655e7216a0c27a0cb94e0d0875\" tg-width=\"1482\" tg-height=\"1328\" width=\"100%\" height=\"auto\"/></p><p>Good Friday commemorates the crucifixion of Jesus Christ. It isn’t a federal holiday, which means businesses often stay open. Good Friday is the only time U.S. markets close for the day outside of federal holidays.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: Holiday Trading Hours during Good Friday and Easter</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\">\nReminder: Holiday Trading Hours during Good Friday and Easter\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-08 14:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock markets will be closed Friday, April 15 in observance of Good Friday.</p><p>The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.</p><p>The Securities Industry and Financial Markets Association recommended the U.S. bond market close Friday. It also advised that the bond market shutter early on Thursday, April14 at 2 p.m. Eastern.</p><p>U.S. commodities markets including gold and oil futures also won&#39;t be open for trading Friday.</p><p>Singapore stock markets will also close on Good Friday.</p><p>Stock markets in Europe, Hong Kong and Australia will close on Good Friday and on Monday in observance of Easter.</p><p>A-shares (Northbound) will be closed to April 18 from April 14.</p><p><img src=\"https://static.tigerbbs.com/8d9bbb655e7216a0c27a0cb94e0d0875\" tg-width=\"1482\" tg-height=\"1328\" width=\"100%\" height=\"auto\"/></p><p>Good Friday commemorates the crucifixion of Jesus Christ. It isn’t a federal holiday, which means businesses often stay open. Good Friday is the only time U.S. markets close for the day outside of federal holidays.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133070824","content_text":"U.S. stock markets will be closed Friday, April 15 in observance of Good Friday.The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.The Securities Industry and Financial Markets Association recommended the U.S. bond market close Friday. It also advised that the bond market shutter early on Thursday, April14 at 2 p.m. Eastern.U.S. commodities markets including gold and oil futures also won't be open for trading Friday.Singapore stock markets will also close on Good Friday.Stock markets in Europe, Hong Kong and Australia will close on Good Friday and on Monday in observance of Easter.A-shares (Northbound) will be closed to April 18 from April 14.Good Friday commemorates the crucifixion of Jesus Christ. It isn’t a federal holiday, which means businesses often stay open. Good Friday is the only time U.S. markets close for the day outside of federal holidays.","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007213268,"gmtCreate":1642904262561,"gmtModify":1676533756284,"author":{"id":"3581484544078459","authorId":"3581484544078459","name":"DaveWLF","avatar":"https://static.tigerbbs.com/ab3019f262c5904b094ef2497a87a00d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Is PLTR a buy?&nbsp;","listText":"Is PLTR a buy?&nbsp;","text":"Is PLTR a buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007213268","repostId":"2205217480","repostType":4,"repost":{"id":"2205217480","pubTimestamp":1642897603,"share":"https://www.laohu8.com/m/news/2205217480?lang=&edition=full","pubTime":"2022-01-23 08:26","market":"us","language":"en","title":"Is Palantir Stock Built on Hype?","url":"https://stock-news.laohu8.com/highlight/detail?id=2205217480","media":"Motley Fool","summary":"As one of the most popular stocks with individual investors, is it product of hype, or is there something more?","content":"<html><head></head><body><p>We will remember 2021 for many things, such as the continuation of COVID-19, 7% inflation, and markets that touched all-time highs. It was also the year of the meme stock, in which companies like <b>GameStop</b> (NYSE:GME) and <b>AMC Entertainment Holdings</b> (NYSE:AMC) skyrocketed while being pushed by message boards like WallStreetBets of Reddit.</p><p><b> Palantir Technologies</b> (NYSE:PLTR) also routinely appears  among the 10 most-popular stocks on WallStreetBets. But despite its popularity, it underperformed the market in 2021. Is this a sign of what&#39;s to come?</p><p><img src=\"https://static.tigerbbs.com/8544e115d71a574d4efe0ad032e06867\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Getty Images</p><p>Palantir is a software data management company. Specifically, the company creates platforms for integrating, managing, and securing data for their clients. Using the platform, the client is able to quickly answer complicated queries using huge amounts of data. Palantir offers clients three main products; Gotham, Foundry, and Apollo.</p><p>Gotham is an Artificial Intelligence(AI)-ready operating system. This system enables faster decision making by analyzing complex data for insights. It has been used for disaster relief and by defense agencies and is also available commercially. Foundry is described by Palantir as the &#34;operating system for the modern enterprise.&#34; It is an integrated platform that provides analytics, model-building, visualization, and other functions. The Apollo product is the delivery system that powers Palantir&#39;s software platforms. It also enables customers to operate away from the public cloud which is often necessary for military organizations. Palantir services both the public and private sectors.</p><p>Palantir stock reached highs of $45 in early 2021 after debuting just a few months prior at only $10. This was during the height of the short-squeezes fueled by individual investors and message boards. The stock quickly retreated from these highs, and the share price has underperformed ever since. However, there are reasons for optimism along with reasons for continued concern.</p><p><img src=\"https://static.tigerbbs.com/2d3b7745d75f56a43331615f01068ea4\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>PLTR data by YCharts</p><h2>Prolific revenue growth</h2><p>Palantir has not had any issues growing its revenue recently. In the third quarter of 2021, the company reported top-line sales of $392 million. This came in 36% higher than the $289 million posted in the year-ago quarter. It also grew its customer base, with commercial customers increasing 46% quarter over quarter. The company also gained large customers with deep pockets. In the third quarter, it reported deals with the U.S. Air Force, National Institutes of Health, and U.S. Department of Health and Human Services. In total, the company reported 54 deals that were worth more than $1 million.</p><p>Palantir also has an excellent gross margin and adjusted operating margin. For the third quarter, the gross margin under generally accepted accounting principles (GAAP) was an impressive 78%. This is an excellent sign that the company could scale successfully to GAAP net profits.</p><p>Palantir also reported an adjusted operating income of $349 million. On <a href=\"https://laohu8.com/S/AONE.U\">one</a> hand, this is very impressive as it represents a margin of 32%. On the other hand, it highlights an issue that should give shareholders pause: the stock-based compensation (SBC) expense.</p><h2>Stock-based compensation</h2><p>As mentioned, Palantir reports a non-GAAP operating margin that is very impressive but continues to post GAAP operating losses. This is because the company removes SBC from the GAAP figures to arrive at the adjusted figures. Palantir uses a tremendous amount of SBC to reward executives and other employees. For the nine months ended Sept. 30, 2021, the company expensed over $611 million in SBC.</p><p>This generally causes the share count to increase and dilutes existing investors. However, it is not entirely negative. SBC also can preserve cash at a time when the company is spending heavily to grow the business. Because of the SBC, Palantir was able to post positive cash from operations through the third quarter 2021.</p><p>It also helps to attract and keep the best talent. It is no secret that the labor market is very tight. Attracting the best people can make a world of difference in the success of an enterprise. Finally, when insiders own shares of the business, their interests are aligned with those of shareholders.</p><h2>The valuation looks more attractive</h2><p>Growth stocks have been hit hard so far in 2022. Inflation has breached 7%, and the Federal Reserve is set to raise rates, likely several times this year. This hurts growth stocks in particular, since Wall Street values them on future cash flows.</p><p>There also appears to be a general concern that valuations had gotten a bit ahead of fundamentals in 2021. This revaluation has caused Palantir to look much more attractive lately, especially compared to some other fast-growing tech stocks, as shown below.</p><p><img src=\"https://static.tigerbbs.com/fbfd985307491e2da365f96f9a40d86e\" tg-width=\"720\" tg-height=\"565\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>PLTR data by YCharts</p><h2>The bottom line</h2><p>Palantir remains one of the most popular stocks with individual investors, even after its underperformance in 2021 and so far in 2022. But it is not a stock built solely on hype. In fact, there is much to like in the recent results. Revenue continues to grow, and margins have expanded nicely. The company is now generating positive cash from operations, with a nice assist from its SBC program. The valuation has come down significantly, making Palantir more attractive than many other growth names. Even so, the swoon in tech stocks may not be over just yet, and investors should be cautious here.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Palantir Stock Built on Hype?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Palantir Stock Built on Hype?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-23 08:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/22/is-palantir-stock-built-on-hype/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We will remember 2021 for many things, such as the continuation of COVID-19, 7% inflation, and markets that touched all-time highs. It was also the year of the meme stock, in which companies like ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/22/is-palantir-stock-built-on-hype/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4076":"电脑与电子产品零售","BK4551":"寇图资本持仓","AI":"C3.ai, Inc.","PLTR":"Palantir Technologies Inc.","GME":"游戏驿站","BK4108":"电影和娱乐","BK4547":"WSB热门概念","BK4543":"AI","AMC":"AMC院线","BK4528":"SaaS概念","BK4023":"应用软件"},"source_url":"https://www.fool.com/investing/2022/01/22/is-palantir-stock-built-on-hype/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205217480","content_text":"We will remember 2021 for many things, such as the continuation of COVID-19, 7% inflation, and markets that touched all-time highs. It was also the year of the meme stock, in which companies like GameStop (NYSE:GME) and AMC Entertainment Holdings (NYSE:AMC) skyrocketed while being pushed by message boards like WallStreetBets of Reddit. Palantir Technologies (NYSE:PLTR) also routinely appears  among the 10 most-popular stocks on WallStreetBets. But despite its popularity, it underperformed the market in 2021. Is this a sign of what's to come?Source: Getty ImagesPalantir is a software data management company. Specifically, the company creates platforms for integrating, managing, and securing data for their clients. Using the platform, the client is able to quickly answer complicated queries using huge amounts of data. Palantir offers clients three main products; Gotham, Foundry, and Apollo.Gotham is an Artificial Intelligence(AI)-ready operating system. This system enables faster decision making by analyzing complex data for insights. It has been used for disaster relief and by defense agencies and is also available commercially. Foundry is described by Palantir as the \"operating system for the modern enterprise.\" It is an integrated platform that provides analytics, model-building, visualization, and other functions. The Apollo product is the delivery system that powers Palantir's software platforms. It also enables customers to operate away from the public cloud which is often necessary for military organizations. Palantir services both the public and private sectors.Palantir stock reached highs of $45 in early 2021 after debuting just a few months prior at only $10. This was during the height of the short-squeezes fueled by individual investors and message boards. The stock quickly retreated from these highs, and the share price has underperformed ever since. However, there are reasons for optimism along with reasons for continued concern.PLTR data by YChartsProlific revenue growthPalantir has not had any issues growing its revenue recently. In the third quarter of 2021, the company reported top-line sales of $392 million. This came in 36% higher than the $289 million posted in the year-ago quarter. It also grew its customer base, with commercial customers increasing 46% quarter over quarter. The company also gained large customers with deep pockets. In the third quarter, it reported deals with the U.S. Air Force, National Institutes of Health, and U.S. Department of Health and Human Services. In total, the company reported 54 deals that were worth more than $1 million.Palantir also has an excellent gross margin and adjusted operating margin. For the third quarter, the gross margin under generally accepted accounting principles (GAAP) was an impressive 78%. This is an excellent sign that the company could scale successfully to GAAP net profits.Palantir also reported an adjusted operating income of $349 million. On one hand, this is very impressive as it represents a margin of 32%. On the other hand, it highlights an issue that should give shareholders pause: the stock-based compensation (SBC) expense.Stock-based compensationAs mentioned, Palantir reports a non-GAAP operating margin that is very impressive but continues to post GAAP operating losses. This is because the company removes SBC from the GAAP figures to arrive at the adjusted figures. Palantir uses a tremendous amount of SBC to reward executives and other employees. For the nine months ended Sept. 30, 2021, the company expensed over $611 million in SBC.This generally causes the share count to increase and dilutes existing investors. However, it is not entirely negative. SBC also can preserve cash at a time when the company is spending heavily to grow the business. Because of the SBC, Palantir was able to post positive cash from operations through the third quarter 2021.It also helps to attract and keep the best talent. It is no secret that the labor market is very tight. Attracting the best people can make a world of difference in the success of an enterprise. Finally, when insiders own shares of the business, their interests are aligned with those of shareholders.The valuation looks more attractiveGrowth stocks have been hit hard so far in 2022. Inflation has breached 7%, and the Federal Reserve is set to raise rates, likely several times this year. This hurts growth stocks in particular, since Wall Street values them on future cash flows.There also appears to be a general concern that valuations had gotten a bit ahead of fundamentals in 2021. This revaluation has caused Palantir to look much more attractive lately, especially compared to some other fast-growing tech stocks, as shown below.PLTR data by YChartsThe bottom linePalantir remains one of the most popular stocks with individual investors, even after its underperformance in 2021 and so far in 2022. But it is not a stock built solely on hype. In fact, there is much to like in the recent results. Revenue continues to grow, and margins have expanded nicely. The company is now generating positive cash from operations, with a nice assist from its SBC program. The valuation has come down significantly, making Palantir more attractive than many other growth names. Even so, the swoon in tech stocks may not be over just yet, and investors should be cautious here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005270430,"gmtCreate":1642328622124,"gmtModify":1676533701616,"author":{"id":"3581484544078459","authorId":"3581484544078459","name":"DaveWLF","avatar":"https://static.tigerbbs.com/ab3019f262c5904b094ef2497a87a00d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"As noted vested but am looking at it. My take is PLTR must be profitable otherwise it will contd to take a hit in 2022.&nbsp;","listText":"As noted vested but am looking at it. My take is PLTR must be profitable otherwise it will contd to take a hit in 2022.&nbsp;","text":"As noted vested but am looking at it. My take is PLTR must be profitable otherwise it will contd to take a hit in 2022.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005270430","repostId":"1169852230","repostType":4,"repost":{"id":"1169852230","pubTimestamp":1642295348,"share":"https://www.laohu8.com/m/news/1169852230?lang=&edition=full","pubTime":"2022-01-16 09:09","market":"us","language":"en","title":"Palantir: The Myth Of Overvaluation","url":"https://stock-news.laohu8.com/highlight/detail?id=1169852230","media":"Seeking Alpha","summary":"SummaryPalantir went through a large drop in pricing in Q4’21 and in the early days of 2022.Shares o","content":"<html><head></head><body><p>Summary</p><ul><li>Palantir went through a large drop in pricing in Q4’21 and in the early days of 2022.</li><li>Shares of Palantir are not overvalued, they trade at 16X FY 2025 projected free cash flow.</li><li>Commercial revenue acceleration, new product launches, expansion of the free cash flow margin and potential SPAC deal pay-offs support Palantir’s valuation.</li></ul><p>The new year is just fourteen days old and shares of Palantir (PLTR) already fell 12%, continuing a sell-off that started back in November 2021. I don&#39;t see any good reason or justification for the sell-off as Palantir will continue to grow its top line rapidly and new service offerings are set to fuel the firm&#39;s commercial growth. That Palantir is overvalued, is a myth!</p><p><b>Commercial revenue growth could accelerate as new products launch</b></p><p>There are few industries that have as fantastic growth prospects as the big data and analytics industry. Companies are accumulating more and more data from customers and their operations, requiring software solutions and artificial intelligence support to monetize this data most efficiently.</p><p>What am I most excited about, as a Palantir investor, is Palantir&#39;s opening of a new growth frontier in the big data world. Palantir will start to roll out its &#34;Foundry for Crypto&#34; in FY 2022 which offers banks, FinTechs and other companies involved in the crypto economy a way to validate customer information and to implement anti-money laundering tools. Since the crypto universe is still highly unregulated, Palantir&#39;s Foundry for Crypto could make a big difference in legitimizing this industry.</p><p>Blockchain technology and cryptocurrencies are here to stay and Palantir has a huge opportunity at its hands to develop a multi-million-dollar revenue business within a very short period of time. Key customers for Palantir&#39;s Foundry for Crypto are likely going to be financial institutions and crypto trading marketplaces like Coinbase (COIN) which have massive customer bases. Adoption of Palantir&#39;s Foundry for Crypto platform by leading market institutions could materially accelerate Palantir&#39;s commercial revenue growth.</p><p>Because of the opening of a new business segment, I see strong prospects for revenue acceleration for Palantir in the foreseeable future. Palantir&#39;s commercial revenue growth accelerated throughout FY 2021 due to strong customer acquisition and growing adoption of the firm&#39;s products and services. Palantir&#39;s commercial revenue growth accelerated from 19% in Q1&#39;21 to 28% in Q2&#39;21, and then to 37% in Q3&#39;21. Palantir&#39;s revenue acceleration in the commercial business was the reason why Palantir raised its free cash flow and revenue guidance for FY 2021. Because the commercial segment is growing increasingly fast, Palantir already raised its free cash flow outlook twice in FY 2021. The firm now expects free cash flow of $400M+ for FY 2021, after raising the guidance by 33% in Q3&#39;21.</p><p><b>Palantir is not overvalued based on expected free cash flow ramp</b></p><p>Palantir&#39;s business reached a critical point in FY 2021 and the proof is in the company&#39;s growing free cash flow margins. As the firm scales its services and leads more customers through its onboarding process, Palantir should see a significant improvement of its free cash flow margin going forward. Palantir&#39;s Q3&#39;21 free cash flow was $119M which calculates to a free cash flow margin of 30%. I believe Palantir could grow its free cash flow margin to 40% by 2025, meaning the firm is set to become a seriously profitable business within the next four years.<img src=\"https://static.tigerbbs.com/5e54fb7120d0b51650400b5081ae56a9\" tg-width=\"1280\" tg-height=\"413\" width=\"100%\" height=\"auto\"/>I also expect Palantir to grow revenues faster than the 30% that have been mentioned as a long-term growth target. The reason for this is that Palantir is signing on more customers and those customers spend more money on the firm&#39;s products and services over time, meaning monetization is improving. Assuming that Palantir can grow revenues at an annual 35% rate over the next four years, Palantir is looking at $5.0B in revenues and $2.0B in free cash flow by FY 2025. The calculation below is built on the assumption that Palantir&#39;s free cash flow margin will grow from 30% in FY 2021 to 40% by FY 2025. Over the next four years, Palantir should be able to increase its annual free cash flow by at least a factor of 4 X.<img src=\"https://static.tigerbbs.com/48214b624573bdb844c741431b6fac4e\" tg-width=\"599\" tg-height=\"163\" width=\"100%\" height=\"auto\"/>And investors should not forget about this potentially massive income stream…</p><p><b>The &#34;forgotten&#34; SPAC business</b></p><p>Palantir has come up with a clever revenue growth strategy that combines upside in SPAC investments with long-term software servicing contracts. Palantir is committing investing capital to startups that look to finance growth and, in return, the company gets equity and a signed contract for the provision of its software platforms. I rarely see this business discussed, but it presents considerable valuation upside for Palantir. In Q3&#39;21, the firm&#39;s total investments in startups summarized to $226.5M. Palantir only needs one big exit from one of these SPAC investments listed below to generate a massive windfall.<img src=\"https://static.tigerbbs.com/c452699a2b9ef7ab9b9b5f16074fd788\" tg-width=\"935\" tg-height=\"315\" width=\"100%\" height=\"auto\"/><b>Risks with Palantir</b></p><p>The biggest risk for shares of Palantir, as I see it, is continual selling pressure that is the result of a profound misunderstanding related to how the firm&#39;s business model works in practice. Palantir&#39;s business is evolving and progress is measurable and undeniable. The proof is in Palantir&#39;s improving free cash flow margin and accelerating (commercial) revenue growth. Revenues can only accelerate if more companies adopt Palantir&#39;s services. Customers are also growing their platform spend, meaning each customer that signs with Palantir is going to have a higher value for the firm in the future, unless they cancel their relationship of course. Since the business had a net customer add of 34 in Q3&#39;21, there is no evidence that customers are unhappy with the services they receive. Palantir&#39;s total customer base increased at a massive 20% rate quarter over quarter in Q3&#39;21, proving significant momentum in customer sign-ups.</p><p>I am willing to change my opinion on Palantir if the firm&#39;s actual revenue growth rates and free cash flow margins drop below my estimates.</p><p><b>Final thoughts</b></p><p>Based off of free cash flow estimates, which do not include pay-offs from SPAC divestments, shares of Palantir trade at 16 X FY 2025 projected free cash flow, assuming a 10 PP FCF margin improvement in the next four years. This margin improvement could result from the launch of new high-margin products like Foundry for Crypto, the accelerating roll-out of Foundry for Builders and higher product spend on a per-customer basis. It is a myth that Palantir is overvalued and the stock has considerable rebound potential in FY 2022!</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: The Myth Of Overvaluation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: The Myth Of Overvaluation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-16 09:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4479733-palantir-the-myth-of-overvaluation><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir went through a large drop in pricing in Q4’21 and in the early days of 2022.Shares of Palantir are not overvalued, they trade at 16X FY 2025 projected free cash flow.Commercial revenue...</p>\n\n<a href=\"https://seekingalpha.com/article/4479733-palantir-the-myth-of-overvaluation\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4479733-palantir-the-myth-of-overvaluation","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1169852230","content_text":"SummaryPalantir went through a large drop in pricing in Q4’21 and in the early days of 2022.Shares of Palantir are not overvalued, they trade at 16X FY 2025 projected free cash flow.Commercial revenue acceleration, new product launches, expansion of the free cash flow margin and potential SPAC deal pay-offs support Palantir’s valuation.The new year is just fourteen days old and shares of Palantir (PLTR) already fell 12%, continuing a sell-off that started back in November 2021. I don't see any good reason or justification for the sell-off as Palantir will continue to grow its top line rapidly and new service offerings are set to fuel the firm's commercial growth. That Palantir is overvalued, is a myth!Commercial revenue growth could accelerate as new products launchThere are few industries that have as fantastic growth prospects as the big data and analytics industry. Companies are accumulating more and more data from customers and their operations, requiring software solutions and artificial intelligence support to monetize this data most efficiently.What am I most excited about, as a Palantir investor, is Palantir's opening of a new growth frontier in the big data world. Palantir will start to roll out its \"Foundry for Crypto\" in FY 2022 which offers banks, FinTechs and other companies involved in the crypto economy a way to validate customer information and to implement anti-money laundering tools. Since the crypto universe is still highly unregulated, Palantir's Foundry for Crypto could make a big difference in legitimizing this industry.Blockchain technology and cryptocurrencies are here to stay and Palantir has a huge opportunity at its hands to develop a multi-million-dollar revenue business within a very short period of time. Key customers for Palantir's Foundry for Crypto are likely going to be financial institutions and crypto trading marketplaces like Coinbase (COIN) which have massive customer bases. Adoption of Palantir's Foundry for Crypto platform by leading market institutions could materially accelerate Palantir's commercial revenue growth.Because of the opening of a new business segment, I see strong prospects for revenue acceleration for Palantir in the foreseeable future. Palantir's commercial revenue growth accelerated throughout FY 2021 due to strong customer acquisition and growing adoption of the firm's products and services. Palantir's commercial revenue growth accelerated from 19% in Q1'21 to 28% in Q2'21, and then to 37% in Q3'21. Palantir's revenue acceleration in the commercial business was the reason why Palantir raised its free cash flow and revenue guidance for FY 2021. Because the commercial segment is growing increasingly fast, Palantir already raised its free cash flow outlook twice in FY 2021. The firm now expects free cash flow of $400M+ for FY 2021, after raising the guidance by 33% in Q3'21.Palantir is not overvalued based on expected free cash flow rampPalantir's business reached a critical point in FY 2021 and the proof is in the company's growing free cash flow margins. As the firm scales its services and leads more customers through its onboarding process, Palantir should see a significant improvement of its free cash flow margin going forward. Palantir's Q3'21 free cash flow was $119M which calculates to a free cash flow margin of 30%. I believe Palantir could grow its free cash flow margin to 40% by 2025, meaning the firm is set to become a seriously profitable business within the next four years.I also expect Palantir to grow revenues faster than the 30% that have been mentioned as a long-term growth target. The reason for this is that Palantir is signing on more customers and those customers spend more money on the firm's products and services over time, meaning monetization is improving. Assuming that Palantir can grow revenues at an annual 35% rate over the next four years, Palantir is looking at $5.0B in revenues and $2.0B in free cash flow by FY 2025. The calculation below is built on the assumption that Palantir's free cash flow margin will grow from 30% in FY 2021 to 40% by FY 2025. Over the next four years, Palantir should be able to increase its annual free cash flow by at least a factor of 4 X.And investors should not forget about this potentially massive income stream…The \"forgotten\" SPAC businessPalantir has come up with a clever revenue growth strategy that combines upside in SPAC investments with long-term software servicing contracts. Palantir is committing investing capital to startups that look to finance growth and, in return, the company gets equity and a signed contract for the provision of its software platforms. I rarely see this business discussed, but it presents considerable valuation upside for Palantir. In Q3'21, the firm's total investments in startups summarized to $226.5M. Palantir only needs one big exit from one of these SPAC investments listed below to generate a massive windfall.Risks with PalantirThe biggest risk for shares of Palantir, as I see it, is continual selling pressure that is the result of a profound misunderstanding related to how the firm's business model works in practice. Palantir's business is evolving and progress is measurable and undeniable. The proof is in Palantir's improving free cash flow margin and accelerating (commercial) revenue growth. Revenues can only accelerate if more companies adopt Palantir's services. Customers are also growing their platform spend, meaning each customer that signs with Palantir is going to have a higher value for the firm in the future, unless they cancel their relationship of course. Since the business had a net customer add of 34 in Q3'21, there is no evidence that customers are unhappy with the services they receive. Palantir's total customer base increased at a massive 20% rate quarter over quarter in Q3'21, proving significant momentum in customer sign-ups.I am willing to change my opinion on Palantir if the firm's actual revenue growth rates and free cash flow margins drop below my estimates.Final thoughtsBased off of free cash flow estimates, which do not include pay-offs from SPAC divestments, shares of Palantir trade at 16 X FY 2025 projected free cash flow, assuming a 10 PP FCF margin improvement in the next four years. This margin improvement could result from the launch of new high-margin products like Foundry for Crypto, the accelerating roll-out of Foundry for Builders and higher product spend on a per-customer basis. It is a myth that Palantir is overvalued and the stock has considerable rebound potential in FY 2022!","news_type":1},"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008715447,"gmtCreate":1641523012474,"gmtModify":1676533625378,"author":{"id":"3581484544078459","authorId":"3581484544078459","name":"DaveWLF","avatar":"https://static.tigerbbs.com/ab3019f262c5904b094ef2497a87a00d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Will the selling continue?&nbsp;","listText":"Will the selling continue?&nbsp;","text":"Will the selling continue?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008715447","repostId":"2201295996","repostType":2,"repost":{"id":"2201295996","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":1641510309,"share":"https://www.laohu8.com/m/news/2201295996?lang=&edition=full","pubTime":"2022-01-07 07:05","market":"us","language":"en","title":"S&P 500 ends choppy session nearly flat, a day after sell-off","url":"https://stock-news.laohu8.com/highlight/detail?id=2201295996","media":"Reuters","summary":"* Financials, energy among top gaining sectors; tech falls* Meta Platforms shares rise* Monthly U.S.","content":"<html><head></head><body><p>* Financials, energy among top gaining sectors; tech falls</p><p>* <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> shares rise</p><p>* Monthly U.S. jobs report due Friday</p><p>* Indexes: Dow down 0.5%, S&amp;P 500 down 0.1%, Nasdaq down 0.1%</p><p>NEW YORK Jan 6 (Reuters) - The S&amp;P 500 ended a volatile session close to unchanged on Thursday, as technology shares fell but financials lent support a day after the market sold off on a hawkish slant in Federal Reserve minutes.</p><p>The S&amp;P 500 financials index rose 1.6%, extending this week&#39;s strong gains. Other economically sensitive sectors also advanced. Energy    gained 2.3% and is up more than 9% since Dec. 31.</p><p>Banks were among top performers among financials, with the S&amp;P 500 bank index up 2.6% following a rise in the benchmark U.S. 10-year Treasury yield, which touched its highest level since April 2021.Higher interest rates can increase profit margins for banks and financial firms.</p><p>Shares of Meta Platforms jumped 2.6%, the biggest boost to the S&amp;P 500 and Nasdaq.</p><p>The Dow ended down 0.5% and the heavily weighted S&amp;P 500 technology sector also eased 0.5%. The tech sector was biggest drag on the S&amp;P 500 on Wednesday when minutes from the Fed&#39;s December meeting signaled the possibility of sooner-than-expected interest rate hikes.</p><p>The Fed minutes cited a &#34;very tight&#34; job market and unabated inflation, increasing investor unease ahead of Friday&#39;s monthly jobs report from the U.S. Labor Department.</p><p>&#34;We have a jobs report tomorrow, which continues to be a focal area for the market in terms of the progression of the labor market,&#34; said Bill Northey, senior investment director at U.S. Bank Wealth Management.</p><p>A private payrolls report on Wednesday was stronger than expected.</p><p>The Dow Jones Industrial Average fell 170.64 points, or 0.47%, to 36,236.47, the S&amp;P 500 lost 4.53 points, or 0.10%, to 4,696.05 and the Nasdaq Composite dropped 19.31 points, or 0.13%, to 15,080.87.</p><p>Investors this week have mostly rotated out of technology-heavy growth shares and into more value-oriented stocks that tend to do better in a high interest-rate environment.</p><p>The S&amp;P 500 value index was up 0.1% on Thursday compared with a 0.3% decline in its growth counterpart.</p><p>Netflix Inc ended down 2.5% after J.P. Morgan cut its price target on the movie streaming platform&#39;s stock.</p><p>Data on Thursday showed the number of Americans filing new claims for unemployment benefits rose last week. Separately, U.S. services industry activity slowed more than expected in December, but supply bottlenecks appeared to be easing.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.07-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 32 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 78 new highs and 492 new lows.</p><p>Volume on U.S. exchanges was 11.10 billion shares, compared with the 10.4 billion average for the full session over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 ends choppy session nearly flat, a day after sell-off</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 ends choppy session nearly flat, a day after sell-off\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-07 07:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Financials, energy among top gaining sectors; tech falls</p><p>* <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> shares rise</p><p>* Monthly U.S. jobs report due Friday</p><p>* Indexes: Dow down 0.5%, S&amp;P 500 down 0.1%, Nasdaq down 0.1%</p><p>NEW YORK Jan 6 (Reuters) - The S&amp;P 500 ended a volatile session close to unchanged on Thursday, as technology shares fell but financials lent support a day after the market sold off on a hawkish slant in Federal Reserve minutes.</p><p>The S&amp;P 500 financials index rose 1.6%, extending this week&#39;s strong gains. Other economically sensitive sectors also advanced. Energy    gained 2.3% and is up more than 9% since Dec. 31.</p><p>Banks were among top performers among financials, with the S&amp;P 500 bank index up 2.6% following a rise in the benchmark U.S. 10-year Treasury yield, which touched its highest level since April 2021.Higher interest rates can increase profit margins for banks and financial firms.</p><p>Shares of Meta Platforms jumped 2.6%, the biggest boost to the S&amp;P 500 and Nasdaq.</p><p>The Dow ended down 0.5% and the heavily weighted S&amp;P 500 technology sector also eased 0.5%. The tech sector was biggest drag on the S&amp;P 500 on Wednesday when minutes from the Fed&#39;s December meeting signaled the possibility of sooner-than-expected interest rate hikes.</p><p>The Fed minutes cited a &#34;very tight&#34; job market and unabated inflation, increasing investor unease ahead of Friday&#39;s monthly jobs report from the U.S. Labor Department.</p><p>&#34;We have a jobs report tomorrow, which continues to be a focal area for the market in terms of the progression of the labor market,&#34; said Bill Northey, senior investment director at U.S. Bank Wealth Management.</p><p>A private payrolls report on Wednesday was stronger than expected.</p><p>The Dow Jones Industrial Average fell 170.64 points, or 0.47%, to 36,236.47, the S&amp;P 500 lost 4.53 points, or 0.10%, to 4,696.05 and the Nasdaq Composite dropped 19.31 points, or 0.13%, to 15,080.87.</p><p>Investors this week have mostly rotated out of technology-heavy growth shares and into more value-oriented stocks that tend to do better in a high interest-rate environment.</p><p>The S&amp;P 500 value index was up 0.1% on Thursday compared with a 0.3% decline in its growth counterpart.</p><p>Netflix Inc ended down 2.5% after J.P. Morgan cut its price target on the movie streaming platform&#39;s stock.</p><p>Data on Thursday showed the number of Americans filing new claims for unemployment benefits rose last week. Separately, U.S. services industry activity slowed more than expected in December, but supply bottlenecks appeared to be easing.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.07-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 32 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 78 new highs and 492 new lows.</p><p>Volume on U.S. exchanges was 11.10 billion shares, compared with the 10.4 billion average for the full session over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓",".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index","BK4559":"巴菲特持仓","BK4534":"瑞士信贷持仓",".DJI":"道琼斯","BK4504":"桥水持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201295996","content_text":"* Financials, energy among top gaining sectors; tech falls* Meta Platforms shares rise* Monthly U.S. jobs report due Friday* Indexes: Dow down 0.5%, S&P 500 down 0.1%, Nasdaq down 0.1%NEW YORK Jan 6 (Reuters) - The S&P 500 ended a volatile session close to unchanged on Thursday, as technology shares fell but financials lent support a day after the market sold off on a hawkish slant in Federal Reserve minutes.The S&P 500 financials index rose 1.6%, extending this week's strong gains. Other economically sensitive sectors also advanced. Energy    gained 2.3% and is up more than 9% since Dec. 31.Banks were among top performers among financials, with the S&P 500 bank index up 2.6% following a rise in the benchmark U.S. 10-year Treasury yield, which touched its highest level since April 2021.Higher interest rates can increase profit margins for banks and financial firms.Shares of Meta Platforms jumped 2.6%, the biggest boost to the S&P 500 and Nasdaq.The Dow ended down 0.5% and the heavily weighted S&P 500 technology sector also eased 0.5%. The tech sector was biggest drag on the S&P 500 on Wednesday when minutes from the Fed's December meeting signaled the possibility of sooner-than-expected interest rate hikes.The Fed minutes cited a \"very tight\" job market and unabated inflation, increasing investor unease ahead of Friday's monthly jobs report from the U.S. Labor Department.\"We have a jobs report tomorrow, which continues to be a focal area for the market in terms of the progression of the labor market,\" said Bill Northey, senior investment director at U.S. Bank Wealth Management.A private payrolls report on Wednesday was stronger than expected.The Dow Jones Industrial Average fell 170.64 points, or 0.47%, to 36,236.47, the S&P 500 lost 4.53 points, or 0.10%, to 4,696.05 and the Nasdaq Composite dropped 19.31 points, or 0.13%, to 15,080.87.Investors this week have mostly rotated out of technology-heavy growth shares and into more value-oriented stocks that tend to do better in a high interest-rate environment.The S&P 500 value index was up 0.1% on Thursday compared with a 0.3% decline in its growth counterpart.Netflix Inc ended down 2.5% after J.P. Morgan cut its price target on the movie streaming platform's stock.Data on Thursday showed the number of Americans filing new claims for unemployment benefits rose last week. Separately, U.S. services industry activity slowed more than expected in December, but supply bottlenecks appeared to be easing.Advancing issues outnumbered declining ones on the NYSE by a 1.07-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored decliners.The S&P 500 posted 32 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 78 new highs and 492 new lows.Volume on U.S. exchanges was 11.10 billion shares, compared with the 10.4 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027952689,"gmtCreate":1653962042541,"gmtModify":1676535370154,"author":{"id":"3581484544078459","authorId":"3581484544078459","name":"DaveWLF","avatar":"https://static.tigerbbs.com/ab3019f262c5904b094ef2497a87a00d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Have SATS resumed their dividends already?&nbsp;","listText":"Have SATS resumed their dividends already?&nbsp;","text":"Have SATS resumed their dividends already?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027952689","repostId":"1115554571","repostType":4,"repost":{"id":"1115554571","pubTimestamp":1653957544,"share":"https://www.laohu8.com/m/news/1115554571?lang=&edition=full","pubTime":"2022-05-31 08:39","market":"sg","language":"en","title":"Singapore Stocks to Watch: SATS, Yangzijiang Financial, Singtel","url":"https://stock-news.laohu8.com/highlight/detail?id=1115554571","media":"The Business Times","summary":"THE following companies saw new developments that may affect trading of their securities on Tuesday ","content":"<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Tuesday (May 31):</p><p>Food solutions and gateway services provider SATS on Monday (May 30) reported earnings of S$7.2 million for the second half of FY21-22 ended March, compared to a net loss of S$2 million in the corresponding period a year ago.</p><p>Yangzijiang Financial (YZJFH), the Yangzijiang Shipbuilding spin-off, announced May 30 that it is upping its dividend payout policy. The board said it intends to increase the amount of dividends paid to shareholders – either as an annual dividend or interim dividend – to at least 40 percent of the group’s net profit after tax, excluding non-recurring, one-off and exceptional items.</p><p>Semiconductor manufacturer Micron Technology has appointed Singtel to deploy its 5G millimetre wave (mmWave) solutions with localised edge core at its 3D NAND flash memory fabrication plant in Singapore.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stocks to Watch: SATS, Yangzijiang Financial, Singtel</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\">\nSingapore Stocks to Watch: SATS, Yangzijiang Financial, Singtel\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-31 08:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/stocks/stocks-to-watch-sats-yangzijiang-financial-singtel><strong>The Business Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>THE following companies saw new developments that may affect trading of their securities on Tuesday (May 31):Food solutions and gateway services provider SATS on Monday (May 30) reported earnings of S...</p>\n\n<a href=\"https://www.businesstimes.com.sg/stocks/stocks-to-watch-sats-yangzijiang-financial-singtel\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"Z74.SI":"新电信","S58.SI":"新翔集团有限公司","SO7.SI":"YZJ Shipbldg CNY"},"source_url":"https://www.businesstimes.com.sg/stocks/stocks-to-watch-sats-yangzijiang-financial-singtel","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115554571","content_text":"THE following companies saw new developments that may affect trading of their securities on Tuesday (May 31):Food solutions and gateway services provider SATS on Monday (May 30) reported earnings of S$7.2 million for the second half of FY21-22 ended March, compared to a net loss of S$2 million in the corresponding period a year ago.Yangzijiang Financial (YZJFH), the Yangzijiang Shipbuilding spin-off, announced May 30 that it is upping its dividend payout policy. The board said it intends to increase the amount of dividends paid to shareholders – either as an annual dividend or interim dividend – to at least 40 percent of the group’s net profit after tax, excluding non-recurring, one-off and exceptional items.Semiconductor manufacturer Micron Technology has appointed Singtel to deploy its 5G millimetre wave (mmWave) solutions with localised edge core at its 3D NAND flash memory fabrication plant in Singapore.","news_type":1},"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037331157,"gmtCreate":1648024260579,"gmtModify":1676534294163,"author":{"id":"3581484544078459","authorId":"3581484544078459","name":"DaveWLF","avatar":"https://static.tigerbbs.com/ab3019f262c5904b094ef2497a87a00d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Vested! Great to see it is climbing again. Hope that this momentum can continue.&nbsp;","listText":"Vested! Great to see it is climbing again. Hope that this momentum can continue.&nbsp;","text":"Vested! Great to see it is climbing again. Hope that this momentum can continue.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037331157","repostId":"1160437838","repostType":2,"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098648956,"gmtCreate":1644121666301,"gmtModify":1676533892590,"author":{"id":"3581484544078459","authorId":"3581484544078459","name":"DaveWLF","avatar":"https://static.tigerbbs.com/ab3019f262c5904b094ef2497a87a00d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Dollar cost avg into it?&nbsp;","listText":"Dollar cost avg into it?&nbsp;","text":"Dollar cost avg into it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098648956","repostId":"2209434036","repostType":4,"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021134255,"gmtCreate":1653011491477,"gmtModify":1676535207824,"author":{"id":"3581484544078459","authorId":"3581484544078459","name":"DaveWLF","avatar":"https://static.tigerbbs.com/ab3019f262c5904b094ef2497a87a00d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"So buy before may 25th?&nbsp;","listText":"So buy before may 25th?&nbsp;","text":"So buy before may 25th?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021134255","repostId":"1181397517","repostType":2,"repost":{"id":"1181397517","pubTimestamp":1653009955,"share":"https://www.laohu8.com/m/news/1181397517?lang=&edition=full","pubTime":"2022-05-20 09:25","market":"us","language":"en","title":"Dear Amazon Stock Fans, Mark Your Calendars for May 25","url":"https://stock-news.laohu8.com/highlight/detail?id=1181397517","media":"InvestorPlace","summary":"The Amazon stock split may come as a buy sign for investors interested in the hard-hit company","content":"<html><head></head><body><ul><li><b>Amazon</b> (NASDAQ:<b><u>AMZN</u></b>) investors will have the chance to vote on a stock split on May 25</li><li>Its board of directors approved a 20-for-1 stock split earlier this month</li><li>AMZN stock has been falling since the company’s unfortunate earnings report last month</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56a691fc6108cda2e6fed16515d38f8d\" tg-width=\"1600\" tg-height=\"900\" width=\"100%\" height=\"auto\"/><span>Source: Mike Mareen / Shutterstock.com</span></p><p><b>Amazon</b> (NASDAQ:<b><u>AMZN</u></b>) stock is trading in the red today despite its anticipated stock split coming later this month. Shares closed down more than 7% as investors consider jumping back into the discounted stock ahead of its split.</p><p>On May 25, Amazon shareholders will have the chance to vote on the proposed 20-for-1 stock split. The split doesn’t have any direct affect on the stock’s value, or Amazon’s market capitalization, but rather divides each share of the company into 20 pieces. As such, using today’s price of $2,142.25 per share, each investor would hold 20 shares priced at $107.11.</p><p>The split may come as a benefit to the company by offering investors a cheaper price point to invest in the business. Rather than needing to shell out the full $2,000 for one share, traders can buy in at a smaller price point.</p><p>Should Amazon investors feel the move is prudent, the stock split will occur on June 3 of this year.</p><p>Stock splits have been increasingly popular among large-cap tech companies. <b>Alphabet</b> (NASDAQ:<b><u>GOOG</u></b>, NASDAQ:<b><u>GOOGL</u></b>) also recently announced a split this past February.</p><p>Given the company’s decline in share price recently, the chance to make Amazon stock a bit more appealing to traders seems like a strong opportunity for the company.</p><p><b>AMZN Stock Falls Near 2-Year Low as Market Declines</b></p><p>Amazon stock has seen better days in the market. Shares have plummeted in value since the company disclosed an apparent e-commerce slowdown in its recent earnings call on April 28.</p><p>Indeed in its fiscal first quarter, the company saw its operating cash flow drop more than 40%, alongside decreased operating income. Amazon also reported a net loss of $3.8 billion in the March quarter, its first quarterly loss since 2015. Like most companies falling at the moment, Amazon cited inflation, the pandemic, and war in Ukraine as the primary culprits behind the online retailer’s slowed growth.</p><p>Amazon investors will surely be waiting for May 25 to voice their thoughts on the proposed stock split.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dear Amazon Stock Fans, Mark Your Calendars for May 25</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\">\nDear Amazon Stock Fans, Mark Your Calendars for May 25\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-20 09:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/05/dear-amzn-stock-fans-mark-your-calendars-for-may-25/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon (NASDAQ:AMZN) investors will have the chance to vote on a stock split on May 25Its board of directors approved a 20-for-1 stock split earlier this monthAMZN stock has been falling since the ...</p>\n\n<a href=\"https://investorplace.com/2022/05/dear-amzn-stock-fans-mark-your-calendars-for-may-25/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://investorplace.com/2022/05/dear-amzn-stock-fans-mark-your-calendars-for-may-25/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181397517","content_text":"Amazon (NASDAQ:AMZN) investors will have the chance to vote on a stock split on May 25Its board of directors approved a 20-for-1 stock split earlier this monthAMZN stock has been falling since the company’s unfortunate earnings report last monthSource: Mike Mareen / Shutterstock.comAmazon (NASDAQ:AMZN) stock is trading in the red today despite its anticipated stock split coming later this month. Shares closed down more than 7% as investors consider jumping back into the discounted stock ahead of its split.On May 25, Amazon shareholders will have the chance to vote on the proposed 20-for-1 stock split. The split doesn’t have any direct affect on the stock’s value, or Amazon’s market capitalization, but rather divides each share of the company into 20 pieces. As such, using today’s price of $2,142.25 per share, each investor would hold 20 shares priced at $107.11.The split may come as a benefit to the company by offering investors a cheaper price point to invest in the business. Rather than needing to shell out the full $2,000 for one share, traders can buy in at a smaller price point.Should Amazon investors feel the move is prudent, the stock split will occur on June 3 of this year.Stock splits have been increasingly popular among large-cap tech companies. Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) also recently announced a split this past February.Given the company’s decline in share price recently, the chance to make Amazon stock a bit more appealing to traders seems like a strong opportunity for the company.AMZN Stock Falls Near 2-Year Low as Market DeclinesAmazon stock has seen better days in the market. Shares have plummeted in value since the company disclosed an apparent e-commerce slowdown in its recent earnings call on April 28.Indeed in its fiscal first quarter, the company saw its operating cash flow drop more than 40%, alongside decreased operating income. Amazon also reported a net loss of $3.8 billion in the March quarter, its first quarterly loss since 2015. Like most companies falling at the moment, Amazon cited inflation, the pandemic, and war in Ukraine as the primary culprits behind the online retailer’s slowed growth.Amazon investors will surely be waiting for May 25 to voice their thoughts on the proposed stock split.","news_type":1},"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062032381,"gmtCreate":1651976118243,"gmtModify":1676535006550,"author":{"id":"3581484544078459","authorId":"3581484544078459","name":"DaveWLF","avatar":"https://static.tigerbbs.com/ab3019f262c5904b094ef2497a87a00d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Low can go lower?&nbsp;","listText":"Low can go lower?&nbsp;","text":"Low can go lower?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062032381","repostId":"2233352789","repostType":4,"repost":{"id":"2233352789","pubTimestamp":1651894148,"share":"https://www.laohu8.com/m/news/2233352789?lang=&edition=full","pubTime":"2022-05-07 11:29","market":"us","language":"en","title":"Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2233352789","media":"Motley Fool","summary":"There are always stocks to buy when you're ARK Invest's ace stock picker.","content":"<html><head></head><body><p>Cathie Wood isn&#39;t afraid to go fishing in the rain. The CEO and co-founder of ARK Invest was buying stocks on Thursday during the market deluge. She&#39;s had a rough run since a highly rewarding 2020 for her family of exchange-traded funds (<a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a>s). You have to respect someone that&#39;s still looking to buy falling growth stocks when the market is at its worst.</p><p>What was she buying this time? Wood added to her existing stakes in <b>Shopify</b>, <b>Roku</b>, and <b>Sea Limited</b> on Thursday. Let&#39;s see what she may be seeing in these former market darlings that have fallen on hard times.</p><h2>Shopify</h2><p>Announcing a stock split doesn&#39;t guarantee that a stock will pop. Shares of Shopify plummeted 37% last month, despite announcing plans for a 10-for-1 split. Like many high-profile growth stocks, shares of the popular e-commerce platform provider have had a rough run in the market.</p><p>April was bad, and May isn&#39;t shaping up to be any better. The stock plummeted 15% on Thursday after a disappointing financial report. Revenue decelerated through the first three months of this year, clocking in with a mere 22% year-over-year advance. Rising costs obliterated the bottom line; earnings came in 71% below what analysts were targeting.</p><p>The tailwinds that helped Shopify deliver jaw-dropping growth until recently weren&#39;t going to last forever. However, this week&#39;s surprising shortfall on both ends of the income statement is both problematic and opportunistic. The financial update wasn&#39;t encouraging, but the stock now finds itself 77% below where it was at its November peak. The forward-thinking e-commerce solution that lets merchants of all sizes easily sell their wares across emerging social media platforms and their own digital storefront hasn&#39;t lost its relevancy. Shopify should recover from this setback.</p><h2>Roku</h2><p>Another company that has shed nearly 80% of its peak value but is still growing is Roku. The pioneer of video streaming on TV is a leading in an expanding niche. There were 61.3 million homes leaning on Roku by the end of March, and these are <i>active</i> accounts in every sense of the term. The average account is streaming nearly 3.8 hours a day on the platform.</p><p>We&#39;ve seen Roku&#39;s audience and total hours streamed grow 14% over the past year, silencing bearish arguments that folks will turn off their TVs and enjoy the great outdoors as the COVID-19 landscape improves following the vaccinations introduced last year. Advertisers also know that Roku consumers are worth reaching. Average revenue per user is up 34% over the past year.</p><p>Supply chain issues have slowed the production of its dongles, but Roku has enough deals in place with smart TV manufacturers to be the factory installed operating system of choice for many leading brands. After breaking through with a profit last year, analysts don&#39;t see a return to positive net income until 2024. It&#39;s not an ideal situation, but as long as Roku&#39;s audience keeps growing -- and those cradling the Roku remote controls keep watching -- the stock should eventually get back on track.</p><h2>Sea Limited</h2><p>Some companies are lucky to dominate <a href=\"https://laohu8.com/S/AONE.U\">one</a> niche, but Sea Limited is a giant in three important industries. The Singapore-based speedster is a major player in e-commerce, online gaming, and fintech.</p><p>It&#39;s not firing on all cylinders right now. It sees direct entertainment bookings -- basically its gaming arm -- declining sharply this year. It&#39;s been a challenging year for the online gaming market, particularly in Asia. However, its now larger e-commerce segment is expected to see its revenue soar 76%. Its smaller fintech division is expected to see its top line climb 155% this year.</p><p>Growth will slow at Sea Limited this year from the 106% year-over-year burst it posted the last time it reported quarterly results. Sea Limited will have a financial update in two weeks. Analysts see revenue growth slowing to a 37% clip this year and a 35% pace in 2023, but that&#39;s still respectable for a company of Sea Limited&#39;s size.</p><p>Shopify, Roku, and Sea Limited have all seen their shares fall by at least 77% since peaking last year. Yet they continue to be strong growth stocks, delivering healthy year-over-year growth right now. Cathie Wood may be on to something here.</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>Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-07 11:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/06/cathie-wood-goes-bargain-hunting-3-stocks-she-just/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood isn't afraid to go fishing in the rain. The CEO and co-founder of ARK Invest was buying stocks on Thursday during the market deluge. She's had a rough run since a highly rewarding 2020 for...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/06/cathie-wood-goes-bargain-hunting-3-stocks-she-just/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","SHOP":"Shopify Inc","SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2022/05/06/cathie-wood-goes-bargain-hunting-3-stocks-she-just/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2233352789","content_text":"Cathie Wood isn't afraid to go fishing in the rain. The CEO and co-founder of ARK Invest was buying stocks on Thursday during the market deluge. She's had a rough run since a highly rewarding 2020 for her family of exchange-traded funds (Pacer Swan SOS Fund of Funds ETF|ETFs). You have to respect someone that's still looking to buy falling growth stocks when the market is at its worst.What was she buying this time? Wood added to her existing stakes in Shopify, Roku, and Sea Limited on Thursday. Let's see what she may be seeing in these former market darlings that have fallen on hard times.ShopifyAnnouncing a stock split doesn't guarantee that a stock will pop. Shares of Shopify plummeted 37% last month, despite announcing plans for a 10-for-1 split. Like many high-profile growth stocks, shares of the popular e-commerce platform provider have had a rough run in the market.April was bad, and May isn't shaping up to be any better. The stock plummeted 15% on Thursday after a disappointing financial report. Revenue decelerated through the first three months of this year, clocking in with a mere 22% year-over-year advance. Rising costs obliterated the bottom line; earnings came in 71% below what analysts were targeting.The tailwinds that helped Shopify deliver jaw-dropping growth until recently weren't going to last forever. However, this week's surprising shortfall on both ends of the income statement is both problematic and opportunistic. The financial update wasn't encouraging, but the stock now finds itself 77% below where it was at its November peak. The forward-thinking e-commerce solution that lets merchants of all sizes easily sell their wares across emerging social media platforms and their own digital storefront hasn't lost its relevancy. Shopify should recover from this setback.RokuAnother company that has shed nearly 80% of its peak value but is still growing is Roku. The pioneer of video streaming on TV is a leading in an expanding niche. There were 61.3 million homes leaning on Roku by the end of March, and these are active accounts in every sense of the term. The average account is streaming nearly 3.8 hours a day on the platform.We've seen Roku's audience and total hours streamed grow 14% over the past year, silencing bearish arguments that folks will turn off their TVs and enjoy the great outdoors as the COVID-19 landscape improves following the vaccinations introduced last year. Advertisers also know that Roku consumers are worth reaching. Average revenue per user is up 34% over the past year.Supply chain issues have slowed the production of its dongles, but Roku has enough deals in place with smart TV manufacturers to be the factory installed operating system of choice for many leading brands. After breaking through with a profit last year, analysts don't see a return to positive net income until 2024. It's not an ideal situation, but as long as Roku's audience keeps growing -- and those cradling the Roku remote controls keep watching -- the stock should eventually get back on track.Sea LimitedSome companies are lucky to dominate one niche, but Sea Limited is a giant in three important industries. The Singapore-based speedster is a major player in e-commerce, online gaming, and fintech.It's not firing on all cylinders right now. It sees direct entertainment bookings -- basically its gaming arm -- declining sharply this year. It's been a challenging year for the online gaming market, particularly in Asia. However, its now larger e-commerce segment is expected to see its revenue soar 76%. Its smaller fintech division is expected to see its top line climb 155% this year.Growth will slow at Sea Limited this year from the 106% year-over-year burst it posted the last time it reported quarterly results. Sea Limited will have a financial update in two weeks. Analysts see revenue growth slowing to a 37% clip this year and a 35% pace in 2023, but that's still respectable for a company of Sea Limited's size.Shopify, Roku, and Sea Limited have all seen their shares fall by at least 77% since peaking last year. Yet they continue to be strong growth stocks, delivering healthy year-over-year growth right now. Cathie Wood may be on to something here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002859069,"gmtCreate":1641971141411,"gmtModify":1676533667810,"author":{"id":"3581484544078459","authorId":"3581484544078459","name":"DaveWLF","avatar":"https://static.tigerbbs.com/ab3019f262c5904b094ef2497a87a00d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Personally, i also hold BABA. I think as a company, it is doing well fundamentally. Esp, double digit growth at this size. It's incredible.&nbsp;","listText":"Personally, i also hold BABA. I think as a company, it is doing well fundamentally. Esp, double digit growth at this size. It's incredible.&nbsp;","text":"Personally, i also hold BABA. I think as a company, it is doing well fundamentally. Esp, double digit growth at this size. It's incredible.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002859069","repostId":"1151213799","repostType":2,"repost":{"id":"1151213799","pubTimestamp":1641953313,"share":"https://www.laohu8.com/m/news/1151213799?lang=&edition=full","pubTime":"2022-01-12 10:08","market":"us","language":"en","title":"What Charlie Munger Sees in Alibaba to Make Him Buy More","url":"https://stock-news.laohu8.com/highlight/detail?id=1151213799","media":"InvestorPlace","summary":"Recently a number of reports emerged, including a Jan. 5 article inBarron’smagazine, that Charlie Mu","content":"<html><head></head><body><p>Recently a number of reports emerged, including a Jan. 5 article in<i>Barron’s</i>magazine, that Charlie Munger has“doubled down”into shares of <b>Alibaba</b> <b>Group Holding</b>(NYSE:<b><u>BABA</u></b>). In the past, I have written why BABA stock looks cheap. But I wanted to write about why he might see Alibaba as a worthwhile investment to buy more shares.</p><p>Charlie Munger is 98 years old and is the Vice Chairman of <b>Berkshire Hathaway</b>(NYSE:<b><u>BRK.A</u></b>, NYSE:<b><u>BRK.B</u></b>). He has worked with Warren Buffett for a long time.</p><p>But Munger also runs his own public company, <b>Daily Journal Corporation</b>(NASDAQ:<b><u>DJCO</u></b>). Munger has been buying more BABA shares for the securities portfolio of DJCO.</p><p>The Stock Has Been Falling</p><p>People love it when they can identify a particular stock that either Buffett or Munger seems to focus on, especially when they increase their position. That is what is going on with BABA stock, especially since it has been falling.</p><p>For example, in the past three months, Alibaba basically peaked in late Oct. 2020 and has been sliding ever since then. It hit $317.14 per ADR (American Depository Receipt) on Oct. 27, 2020, and also had an interim peak of $217.83 on Feb. 17, 2021.</p><p>However, by Jan. 10, 2022, it was down to $127.65. It even had a trough price of $112.09 on Dec. 29, 2021. This means that the stock is now down almost 60% from its peak in Oct. 2020. From its mini-peak of $217.82 in early Feb. 2021, BABA stock is still down just over 41% at $127.65.</p><p>But for some reason, this hasn’t deterred Charlie Munger as Chairman of DJCO. His company is still buying more BABA stock.</p><p>Munger Loves Alibaba</p><p>A recent filing by DJCO showed that it ended 2021 with 602,060 Alibaba ADRs. According to<i>Barron’s</i>magazine, this means it bought a net 300,000 ADRs during Q4 of the Chinese company. It had owned 302,060 Alibaba ADRs at Q3 end. Moreover, according to Barron’s, it had bought 136,740 more ADRs during Q3. So, in effect, DJCO has been averaging down in its cost.</p><p>Moreover, Daily Journal didn’t make changes in other investments during Q4. So, it’s clear that Munger et al really like Alibaba stock, even though it has been falling.</p><p>What could be the reason for this? Well, as Munger is known as a long-term value buyer, BABA shares trade at a historical low in terms of its valuation metrics.</p><p>BABA Stock Is Cheap Historically</p><p>For example, right now analysts estimate that the company will earn $8.39 in earnings per share (EPS) in 2022 and $9.51 for 2023. These estimates are from Refinitiv’s analyst surveys, as shown on the<i>Yahoo! Finance</i>analysis page.</p><p>S0, at Jan. 10’s price, BABA stock is at 15.2 times 2022 earnings (i.e., $127.65/$8.39) and 13.4 times (i.e., $127.65/9.51). This is a cheap valuation situation on an absolute basis.</p><p>But on a historical basis, these metrics are also cheap relative to past P/E ratios. For example, <i>Morningstar</i> shows that the average forward P/E for the past 5 years has been 25.7 times. That is well over the 15x and 13x.</p><p>In fact, even if you average the past 4 years, including 2021 when Alibaba was cheap all year, the average forward P/E ratio is 18.6x. This implies that even this year’s 15.2 times metric is too cheap. The potential upside is 22.3% (i.e., 18.6/15.2-1). Compared to 2023 forward earnings, the stock is 38.8% too cheap (i.e., 18.6/13.4 – 1).</p><p>What to Do With BABA Stock</p><p>The stock is cheap for a reason. There is a lot of fear out there that all Chinese stocks will get delisted. In fact,<i>Barron’</i> magazine has written that investors should <i>not</i> buy BABA stock.</p><p>My attitude about this is very simple. There are always good reasons for a stock to be cheap. If the company is not going out of business, has lots of free cash flow and little debt, which is the case here, there is usually not too much to worry about. Even the delisting issue is not much of an issue, since it would likely trade on a foreign exchange. That should never deter you from buying a stock that is cheap.</p><p>So my take is that, if you can afford to copy Munger, you will probably do well in the long term.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Charlie Munger Sees in Alibaba to Make Him Buy More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat Charlie Munger Sees in Alibaba to Make Him Buy More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-12 10:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/01/this-is-what-charlie-munger-sees-in-baba-stock-after-a-double-down/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recently a number of reports emerged, including a Jan. 5 article inBarron’smagazine, that Charlie Munger has“doubled down”into shares of Alibaba Group Holding(NYSE:BABA). In the past, I have written ...</p>\n\n<a href=\"https://investorplace.com/2022/01/this-is-what-charlie-munger-sees-in-baba-stock-after-a-double-down/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://investorplace.com/2022/01/this-is-what-charlie-munger-sees-in-baba-stock-after-a-double-down/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151213799","content_text":"Recently a number of reports emerged, including a Jan. 5 article inBarron’smagazine, that Charlie Munger has“doubled down”into shares of Alibaba Group Holding(NYSE:BABA). In the past, I have written why BABA stock looks cheap. But I wanted to write about why he might see Alibaba as a worthwhile investment to buy more shares.Charlie Munger is 98 years old and is the Vice Chairman of Berkshire Hathaway(NYSE:BRK.A, NYSE:BRK.B). He has worked with Warren Buffett for a long time.But Munger also runs his own public company, Daily Journal Corporation(NASDAQ:DJCO). Munger has been buying more BABA shares for the securities portfolio of DJCO.The Stock Has Been FallingPeople love it when they can identify a particular stock that either Buffett or Munger seems to focus on, especially when they increase their position. That is what is going on with BABA stock, especially since it has been falling.For example, in the past three months, Alibaba basically peaked in late Oct. 2020 and has been sliding ever since then. It hit $317.14 per ADR (American Depository Receipt) on Oct. 27, 2020, and also had an interim peak of $217.83 on Feb. 17, 2021.However, by Jan. 10, 2022, it was down to $127.65. It even had a trough price of $112.09 on Dec. 29, 2021. This means that the stock is now down almost 60% from its peak in Oct. 2020. From its mini-peak of $217.82 in early Feb. 2021, BABA stock is still down just over 41% at $127.65.But for some reason, this hasn’t deterred Charlie Munger as Chairman of DJCO. His company is still buying more BABA stock.Munger Loves AlibabaA recent filing by DJCO showed that it ended 2021 with 602,060 Alibaba ADRs. According toBarron’smagazine, this means it bought a net 300,000 ADRs during Q4 of the Chinese company. It had owned 302,060 Alibaba ADRs at Q3 end. Moreover, according to Barron’s, it had bought 136,740 more ADRs during Q3. So, in effect, DJCO has been averaging down in its cost.Moreover, Daily Journal didn’t make changes in other investments during Q4. So, it’s clear that Munger et al really like Alibaba stock, even though it has been falling.What could be the reason for this? Well, as Munger is known as a long-term value buyer, BABA shares trade at a historical low in terms of its valuation metrics.BABA Stock Is Cheap HistoricallyFor example, right now analysts estimate that the company will earn $8.39 in earnings per share (EPS) in 2022 and $9.51 for 2023. These estimates are from Refinitiv’s analyst surveys, as shown on theYahoo! Financeanalysis page.S0, at Jan. 10’s price, BABA stock is at 15.2 times 2022 earnings (i.e., $127.65/$8.39) and 13.4 times (i.e., $127.65/9.51). This is a cheap valuation situation on an absolute basis.But on a historical basis, these metrics are also cheap relative to past P/E ratios. For example, Morningstar shows that the average forward P/E for the past 5 years has been 25.7 times. That is well over the 15x and 13x.In fact, even if you average the past 4 years, including 2021 when Alibaba was cheap all year, the average forward P/E ratio is 18.6x. This implies that even this year’s 15.2 times metric is too cheap. The potential upside is 22.3% (i.e., 18.6/15.2-1). Compared to 2023 forward earnings, the stock is 38.8% too cheap (i.e., 18.6/13.4 – 1).What to Do With BABA StockThe stock is cheap for a reason. There is a lot of fear out there that all Chinese stocks will get delisted. In fact,Barron’ magazine has written that investors should not buy BABA stock.My attitude about this is very simple. There are always good reasons for a stock to be cheap. If the company is not going out of business, has lots of free cash flow and little debt, which is the case here, there is usually not too much to worry about. Even the delisting issue is not much of an issue, since it would likely trade on a foreign exchange. That should never deter you from buying a stock that is cheap.So my take is that, if you can afford to copy Munger, you will probably do well in the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}