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2022-04-19

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@twinkle5:Disney: Returning To Pre-COVID Days Profitability Will Be Challenging

2022-04-11

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@koolgal:Betashares Gold Miners ETF - Safe Haven ETF

2022-03-29

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Tesla Mulls Stock Split: Why This Analyst Says It's A Smart Strategic Move

2022-03-26

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Goldman Sees Half-Point Fed Hikes in May and June, Higher Yields

2022-02-20

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@KYHBKO:Palantir Q4/2021 Earnings Review

2022-02-19

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Nvidia Earnings: Showing The Market Still Needs To Recalibrate

2022-02-02

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7 Stocks To Watch For February 2, 2022

2022-01-29

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French Court Upholds 100 Million Euro Fine against Google for Breaches Linked to Cookie Policy

2022-01-17

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Moderna: High Upside Potential At Current Prices

2022-01-16

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2021-04-24

Hmn..

Tesla Stock Split: Will It Happen Again?

2021-04-23

No....

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

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Returning To Pre-COVID Days Profitability Will Be Challenging","htmlText":"<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a> Summary Disney's legacy Park assets have continued to benefit from the reopening tailwinds. 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Some analysts/investors even suggested that DIS dese","images":[{"img":"https://community-static.tradeup.com/news/6b71fe69d2e912083f494e09d5fef4bb","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/7c01a8e317f08ff502b747857726ad23","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/8168cd25e5235340619074c4172b6c96","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088254012","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014584883,"gmtCreate":1649684410242,"gmtModify":1676534550480,"author":{"id":"3581645065837836","authorId":"3581645065837836","name":"WEESIN","avatar":"https://static.tigerbbs.com/d73ba96f840e09200092b3cc1f5cc3bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581645065837836","authorIdStr":"3581645065837836"},"themes":[],"htmlText":"😁","listText":"😁","text":"😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014584883","repostId":"9014342893","repostType":1,"repost":{"id":9014342893,"gmtCreate":1649627843052,"gmtModify":1676534537973,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"title":"Betashares Gold Miners ETF - Safe Haven ETF","htmlText":"Gold is regarded as a safe haven in times of volatility, high inflation and war.&nbsp; Recently Gold has been on an upward trend.&nbsp; It was trading at USD1926 per oz as at 4 April 2022.If you have limited funds but would still like to have Gold as a hedge against inflation,&nbsp;<a href=\"https://ttm.financial/S/MNRS.AU\">$BetaShares Glb Gold Miners ETF(MNRS.AU)$</a>&nbsp;would be a good option.&nbsp;MNRS aims to track the performance of an index that comprises of the largest global gold mining companies (ex Australia) hedged into Australian dollars.The last trading price of this ETF was AUD 6.66.Top 10 Holdings include Agnico Eagle Mines, Newmont Corp, Franco-Nevada Corp, Wheaton Precious Metals, Barrick Gold, Gold Fields, Zijin Mining Group, Anglo Gold Ashanti, Royal Gold Inc and Kinros","listText":"Gold is regarded as a safe haven in times of volatility, high inflation and war.&nbsp; Recently Gold has been on an upward trend.&nbsp; It was trading at USD1926 per oz as at 4 April 2022.If you have limited funds but would still like to have Gold as a hedge against inflation,&nbsp;<a href=\"https://ttm.financial/S/MNRS.AU\">$BetaShares Glb Gold Miners ETF(MNRS.AU)$</a>&nbsp;would be a good option.&nbsp;MNRS aims to track the performance of an index that comprises of the largest global gold mining companies (ex Australia) hedged into Australian dollars.The last trading price of this ETF was AUD 6.66.Top 10 Holdings include Agnico Eagle Mines, Newmont Corp, Franco-Nevada Corp, Wheaton Precious Metals, Barrick Gold, Gold Fields, Zijin Mining Group, Anglo Gold Ashanti, Royal Gold Inc and Kinros","text":"Gold is regarded as a safe haven in times of volatility, high inflation and war. Recently Gold has been on an upward trend. It was trading at USD1926 per oz as at 4 April 2022.If you have limited funds but would still like to have Gold as a hedge against inflation, $BetaShares Glb Gold Miners ETF(MNRS.AU)$ would be a good option. MNRS aims to track the performance of an index that comprises of the largest global gold mining companies (ex Australia) hedged into Australian dollars.The last trading price of this ETF was AUD 6.66.Top 10 Holdings include Agnico Eagle Mines, Newmont Corp, Franco-Nevada Corp, Wheaton Precious Metals, Barrick Gold, Gold Fields, Zijin Mining Group, Anglo Gold Ashanti, Royal Gold Inc and Kinros","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014342893","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019073010,"gmtCreate":1648509944165,"gmtModify":1676534346298,"author":{"id":"3581645065837836","authorId":"3581645065837836","name":"WEESIN","avatar":"https://static.tigerbbs.com/d73ba96f840e09200092b3cc1f5cc3bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581645065837836","authorIdStr":"3581645065837836"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019073010","repostId":"1189188741","repostType":4,"repost":{"id":"1189188741","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1648480128,"share":"https://ttm.financial/m/news/1189188741?lang=&edition=fundamental","pubTime":"2022-03-28 23:08","market":"us","language":"en","title":"Tesla Mulls Stock Split: Why This Analyst Says It's A Smart Strategic Move","url":"https://stock-news.laohu8.com/highlight/detail?id=1189188741","media":"Benzinga","summary":"Zinger BriefTesla's previous 5-1 stock split announced in August 2020 led to a meteoric rise in shar","content":"<html><head></head><body><p><b>Zinger Brief</b></p><ul><li>Tesla&#39;s previous 5-1 stock split announced in August 2020 led to a meteoric rise in shares, the analyst noted.</li><li>Tesla shares are trading about 19% off their all-time high of $1,243.49 reached on Nov. 4, 2021.</li></ul><p><b>Tesla, Inc.</b> announced in an 8-K filing Monday it will seek shareholder approval for increasing its authorized share capital to allow a stock split in the form of a stock dividend.</p><p>Tesla&#39;s board has vetted the proposal and shareholders will vote on it at the company&#39;s 2022 annual meeting.</p><p>An analyst at Wedbush sees the potential stock split as a catalyst for the EV stock.</p><p><b>The Tesla Analyst:Daniel Ives</b> maintained an Outperform rating and $1,400 price target for Tesla shares.</p><p><b>The Tesla Takeaways:</b> A second split of Tesla stock in as many years is a &#34;smart strategic move&#34; that will serve as a catalyst for shares going forward, Ives said in a note.</p><p>Tesla&#39;s previous 5-1 stock split announced in August 2020 led to a meteoric rise in shares, the analyst noted. This could be the reason for the proposed move, especially as EV demand remains robust, with the flagship Berlin and Texas Giga factories online.</p><p>Tesla shares are trading about 19% off their all-time high of $1,243.49 reached on Nov. 4, 2021.</p><p>Tesla is moving in the footsteps of tech giants such as <b>Amazon, Inc.</b>, <b>Alphabet, Inc.</b> and <b>Apple, Inc.</b>, Ives said.</p><p>The chip shortage is expected to moderate into the rest of 2022, the analyst said. Yet the impact of the Ukraine conflict on Europe isn&#39;t yet clear, he added.</p><p>&#34;While China will be a key growth driver, we believe demand is rapidly building for Tesla&#39;s Model Y with 2022 so far looking like another &#39;breakout year&#39; for Tesla and the EV industry,&#34; Ives said.</p><p>Tesla, the analyst said, has the potential to further expand its auto gross margin and profitability profile over the next 12 to 18 months, especially with an increasing number of higher-margin cars being sold and produced in China.</p><p><b>TSLA Price Action:</b>Tesla shares were rising 8% to $1,093 Monday morning.</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 Mulls Stock Split: Why This Analyst Says It's A Smart Strategic Move</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\">\nTesla Mulls Stock Split: Why This Analyst Says It's A Smart Strategic Move\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-03-28 23:08</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>Zinger Brief</b></p><ul><li>Tesla&#39;s previous 5-1 stock split announced in August 2020 led to a meteoric rise in shares, the analyst noted.</li><li>Tesla shares are trading about 19% off their all-time high of $1,243.49 reached on Nov. 4, 2021.</li></ul><p><b>Tesla, Inc.</b> announced in an 8-K filing Monday it will seek shareholder approval for increasing its authorized share capital to allow a stock split in the form of a stock dividend.</p><p>Tesla&#39;s board has vetted the proposal and shareholders will vote on it at the company&#39;s 2022 annual meeting.</p><p>An analyst at Wedbush sees the potential stock split as a catalyst for the EV stock.</p><p><b>The Tesla Analyst:Daniel Ives</b> maintained an Outperform rating and $1,400 price target for Tesla shares.</p><p><b>The Tesla Takeaways:</b> A second split of Tesla stock in as many years is a &#34;smart strategic move&#34; that will serve as a catalyst for shares going forward, Ives said in a note.</p><p>Tesla&#39;s previous 5-1 stock split announced in August 2020 led to a meteoric rise in shares, the analyst noted. This could be the reason for the proposed move, especially as EV demand remains robust, with the flagship Berlin and Texas Giga factories online.</p><p>Tesla shares are trading about 19% off their all-time high of $1,243.49 reached on Nov. 4, 2021.</p><p>Tesla is moving in the footsteps of tech giants such as <b>Amazon, Inc.</b>, <b>Alphabet, Inc.</b> and <b>Apple, Inc.</b>, Ives said.</p><p>The chip shortage is expected to moderate into the rest of 2022, the analyst said. Yet the impact of the Ukraine conflict on Europe isn&#39;t yet clear, he added.</p><p>&#34;While China will be a key growth driver, we believe demand is rapidly building for Tesla&#39;s Model Y with 2022 so far looking like another &#39;breakout year&#39; for Tesla and the EV industry,&#34; Ives said.</p><p>Tesla, the analyst said, has the potential to further expand its auto gross margin and profitability profile over the next 12 to 18 months, especially with an increasing number of higher-margin cars being sold and produced in China.</p><p><b>TSLA Price Action:</b>Tesla shares were rising 8% to $1,093 Monday morning.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189188741","content_text":"Zinger BriefTesla's previous 5-1 stock split announced in August 2020 led to a meteoric rise in shares, the analyst noted.Tesla shares are trading about 19% off their all-time high of $1,243.49 reached on Nov. 4, 2021.Tesla, Inc. announced in an 8-K filing Monday it will seek shareholder approval for increasing its authorized share capital to allow a stock split in the form of a stock dividend.Tesla's board has vetted the proposal and shareholders will vote on it at the company's 2022 annual meeting.An analyst at Wedbush sees the potential stock split as a catalyst for the EV stock.The Tesla Analyst:Daniel Ives maintained an Outperform rating and $1,400 price target for Tesla shares.The Tesla Takeaways: A second split of Tesla stock in as many years is a \"smart strategic move\" that will serve as a catalyst for shares going forward, Ives said in a note.Tesla's previous 5-1 stock split announced in August 2020 led to a meteoric rise in shares, the analyst noted. This could be the reason for the proposed move, especially as EV demand remains robust, with the flagship Berlin and Texas Giga factories online.Tesla shares are trading about 19% off their all-time high of $1,243.49 reached on Nov. 4, 2021.Tesla is moving in the footsteps of tech giants such as Amazon, Inc., Alphabet, Inc. and Apple, Inc., Ives said.The chip shortage is expected to moderate into the rest of 2022, the analyst said. Yet the impact of the Ukraine conflict on Europe isn't yet clear, he added.\"While China will be a key growth driver, we believe demand is rapidly building for Tesla's Model Y with 2022 so far looking like another 'breakout year' for Tesla and the EV industry,\" Ives said.Tesla, the analyst said, has the potential to further expand its auto gross margin and profitability profile over the next 12 to 18 months, especially with an increasing number of higher-margin cars being sold and produced in China.TSLA Price Action:Tesla shares were rising 8% to $1,093 Monday morning.","news_type":1},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010958096,"gmtCreate":1648250205996,"gmtModify":1676534320751,"author":{"id":"3581645065837836","authorId":"3581645065837836","name":"WEESIN","avatar":"https://static.tigerbbs.com/d73ba96f840e09200092b3cc1f5cc3bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581645065837836","authorIdStr":"3581645065837836"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010958096","repostId":"1170832075","repostType":4,"repost":{"id":"1170832075","pubTimestamp":1648220236,"share":"https://ttm.financial/m/news/1170832075?lang=&edition=fundamental","pubTime":"2022-03-25 22:57","market":"us","language":"en","title":"Goldman Sees Half-Point Fed Hikes in May and June, Higher Yields","url":"https://stock-news.laohu8.com/highlight/detail?id=1170832075","media":"Bloomberg","summary":"Goldman Sachs Group Inc. said it now expects the Federal Reserve to raise interest rates by a half-p","content":"<html><head></head><body><p>Goldman Sachs Group Inc. said it now expects the Federal Reserve to raise interest rates by a half-percentage point at both its May and June meetings to contend with surging inflation, leading the Wall Street bank to revise up its forecasts for U.S. Treasury yields across the curve.</p><p>The bank now sees shorter-dated yields rising at a faster pace than longer-dated ones, causing the yield curve to invert by around 20 basis points. It predicts that 2-year yields -- now around 2.24% -- will rise to 2.9% at the end of this year and 3.15% at the end of 2023. Its 2022 forecast on 10-year yields was revised to 2.7%, up from 2.25% previously. The 10-year yield was around 2.45% in trading Friday.</p><p>The forecast changes follow a steady drumbeat of comments from Fed officials who have said they would be willing to raise rates by a half-percentage point at a time if needed, a type of move the U.S. central bank hasn’t done since 2000. That has pushed up bond yields and left traders across Wall Street bracing for a more aggressive path from the Fed.</p><p>An inverted yield curve is normally seen as a warning signal of a recession. But Goldman Sachs said that while the risk of an economic slowdown has increased, a modestly inverted curve is a less definitive predictor of a recession, especially in a high-inflation environment like today’s. Inversions were much deeper in the 1970s and early 1980s ahead of a recession, it said.</p><p>“One feature of our forecast is a modest inversion of the 2s10s yield curve by year-end,” the report said. “However, we note that the nominal curve tends to invert more easily in a high inflation environment, and we could see earlier and/or deeper curve inversions this cycle. In such an environment, a deeper nominal curve inversion may be needed to produce the same recession odds in models as seen in more recent business cycles.”</p><p>Goldman Sachs’s forecast is for the Fed to end its hiking cycle with its benchmark rate at 3.00-3.25%, compared with the market pricing of 2.50-2.75%. The rate is now at 0.25%-0.50%.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sees Half-Point Fed Hikes in May and June, Higher Yields</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\">\nGoldman Sees Half-Point Fed Hikes in May and June, Higher Yields\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-25 22:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/goldman-sees-half-point-fed-141144535.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goldman Sachs Group Inc. said it now expects the Federal Reserve to raise interest rates by a half-percentage point at both its May and June meetings to contend with surging inflation, leading the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/goldman-sees-half-point-fed-141144535.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GS":"高盛"},"source_url":"https://finance.yahoo.com/news/goldman-sees-half-point-fed-141144535.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170832075","content_text":"Goldman Sachs Group Inc. said it now expects the Federal Reserve to raise interest rates by a half-percentage point at both its May and June meetings to contend with surging inflation, leading the Wall Street bank to revise up its forecasts for U.S. Treasury yields across the curve.The bank now sees shorter-dated yields rising at a faster pace than longer-dated ones, causing the yield curve to invert by around 20 basis points. It predicts that 2-year yields -- now around 2.24% -- will rise to 2.9% at the end of this year and 3.15% at the end of 2023. Its 2022 forecast on 10-year yields was revised to 2.7%, up from 2.25% previously. The 10-year yield was around 2.45% in trading Friday.The forecast changes follow a steady drumbeat of comments from Fed officials who have said they would be willing to raise rates by a half-percentage point at a time if needed, a type of move the U.S. central bank hasn’t done since 2000. That has pushed up bond yields and left traders across Wall Street bracing for a more aggressive path from the Fed.An inverted yield curve is normally seen as a warning signal of a recession. But Goldman Sachs said that while the risk of an economic slowdown has increased, a modestly inverted curve is a less definitive predictor of a recession, especially in a high-inflation environment like today’s. Inversions were much deeper in the 1970s and early 1980s ahead of a recession, it said.“One feature of our forecast is a modest inversion of the 2s10s yield curve by year-end,” the report said. “However, we note that the nominal curve tends to invert more easily in a high inflation environment, and we could see earlier and/or deeper curve inversions this cycle. In such an environment, a deeper nominal curve inversion may be needed to produce the same recession odds in models as seen in more recent business cycles.”Goldman Sachs’s forecast is for the Fed to end its hiking cycle with its benchmark rate at 3.00-3.25%, compared with the market pricing of 2.50-2.75%. The rate is now at 0.25%-0.50%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097104906,"gmtCreate":1645365624005,"gmtModify":1676534021697,"author":{"id":"3581645065837836","authorId":"3581645065837836","name":"WEESIN","avatar":"https://static.tigerbbs.com/d73ba96f840e09200092b3cc1f5cc3bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581645065837836","authorIdStr":"3581645065837836"},"themes":[],"htmlText":"😃","listText":"😃","text":"😃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097104906","repostId":"9094263699","repostType":1,"repost":{"id":9094263699,"gmtCreate":1645153050274,"gmtModify":1676534004034,"author":{"id":"3574381076586256","authorId":"3574381076586256","name":"KYHBKO","avatar":"https://static.tigerbbs.com/c3bcbc7f9a10836dea92afc94bf39b5b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574381076586256","authorIdStr":"3574381076586256"},"themes":[],"title":"Palantir Q4/2021 Earnings Review","htmlText":"Palantir's earnings report was released on 17 Feb 2022 and the stock fell by 15% following the news.Palantir overview as per 9.45am SGT, 18Feb2022The following is the summary extracted from Palantir's earnings report:Q4 2021 Highlights Total revenue grew 34% year-over-year to $433 million Commercial revenue grew 47% year-over-year US commercial revenue grew 132% year-over-year Government revenue grew 26% year-over-year Added 34 net new customers in Q4 2021 Loss from operations of $(59) million, representing a margin of (14)%, up 3500 basis points year-over-year and 900 basis points sequentially Adjusted income from operations of $124 million, representing a margin of 29% Cash from operations of $93 million, representing a 22% margin Adjusted free cash flow of $104 million, representing a 2","listText":"Palantir's earnings report was released on 17 Feb 2022 and the stock fell by 15% following the news.Palantir overview as per 9.45am SGT, 18Feb2022The following is the summary extracted from Palantir's earnings report:Q4 2021 Highlights Total revenue grew 34% year-over-year to $433 million Commercial revenue grew 47% year-over-year US commercial revenue grew 132% year-over-year Government revenue grew 26% year-over-year Added 34 net new customers in Q4 2021 Loss from operations of $(59) million, representing a margin of (14)%, up 3500 basis points year-over-year and 900 basis points sequentially Adjusted income from operations of $124 million, representing a margin of 29% Cash from operations of $93 million, representing a 22% margin Adjusted free cash flow of $104 million, representing a 2","text":"Palantir's earnings report was released on 17 Feb 2022 and the stock fell by 15% following the news.Palantir overview as per 9.45am SGT, 18Feb2022The following is the summary extracted from Palantir's earnings report:Q4 2021 Highlights Total revenue grew 34% year-over-year to $433 million Commercial revenue grew 47% year-over-year US commercial revenue grew 132% year-over-year Government revenue grew 26% year-over-year Added 34 net new customers in Q4 2021 Loss from operations of $(59) million, representing a margin of (14)%, up 3500 basis points year-over-year and 900 basis points sequentially Adjusted income from operations of $124 million, representing a margin of 29% Cash from operations of $93 million, representing a 22% margin Adjusted free cash flow of $104 million, representing a 2","images":[{"img":"https://static.itradeup.com/news/c41437abb325b32b895181d564b2221b","width":"632","height":"609"},{"img":"https://static.itradeup.com/news/6930dc838de6641c36af10f340c2a244","width":"632","height":"324"},{"img":"https://static.itradeup.com/news/129c61cae8f061d57dcb192b24c1192f","width":"632","height":"209"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094263699","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097090101,"gmtCreate":1645250903597,"gmtModify":1676534013567,"author":{"id":"3581645065837836","authorId":"3581645065837836","name":"WEESIN","avatar":"https://static.tigerbbs.com/d73ba96f840e09200092b3cc1f5cc3bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581645065837836","authorIdStr":"3581645065837836"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097090101","repostId":"1198934487","repostType":4,"repost":{"id":"1198934487","pubTimestamp":1645244274,"share":"https://ttm.financial/m/news/1198934487?lang=&edition=fundamental","pubTime":"2022-02-19 12:17","market":"us","language":"en","title":"Nvidia Earnings: Showing The Market Still Needs To Recalibrate","url":"https://stock-news.laohu8.com/highlight/detail?id=1198934487","media":"Seeking Alpha","summary":"SummaryNvidia's earnings and guidance were nothing short of what investors have come to expect from ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Nvidia&#39;s earnings and guidance were nothing short of what investors have come to expect from it over the last year.</li><li>But even with stellar guidance, the stock led the way in a red market on Thursday.</li><li>The reason lies in the market&#39;s outlook for relatively slower growth over the year and the inability of Nvidia to maintain mid-double-digit revenue growth.</li><li>I outline a new buy zone and where the stock is fairly valued in a year based on this recalibration of sales expectations.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37b348779acedb3ad22271a188138ee1\" tg-width=\"1536\" tg-height=\"1018\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan/Getty Images News</span></p><p>It&#39;s become a pretty dull firework show with Nvidia (NVDA). Earnings beats and guidance raises are the norm, and the latest earnings report shows that&#39;s not changing anytime soon. But this quarter-after-quarter firework celebration is confusing investors as they watch the stock tumble further after already being sent into beaten-down territory the last several weeks. And to add insult to injury, there&#39;s nothing in the earnings report or the expectations for FQ1 to focus on negatively. In fact, things are coming along better than expected. However, the problem is the market facing down slowing FY23 and FY24 revenue growth and correlating it to a new valuation.</p><p>I&#39;m not saying the party of Nvidia&#39;s shares is over, but<i>I am saying</i>it&#39;s not going to be the lively dance club it once was. Even when management executes a quarter with $7.64B in revenue against a consensus for $7.42B and guides for a face-ripping quarter of $8.1B against estimates for $7.29B, it&#39;s not enough to overcome the ultimately slowing yearly sales growth.</p><p>This is something I mentioned in my last article when I said I&#39;d wait to add to my position due to the inability to achieve the growth the market was expecting at higher valuations. Shares traded just below $280 when I published the article. Some commenters didn&#39;t expect the stock would get to my buy zone at $264 even when I applied a forward price-to-sales multiple of 20 on the stock. But, as we know, the stock reached $264 and even less in the weeks following.</p><p><b>So what&#39;s this have to do with earnings?</b></p><p>Wednesday&#39;s earnings proved Nvidia - while able to crush estimates and guide significantly higher each quarter - cannot achieve the growth necessary to sustain the high valuation it once fetched.</p><p>The market pays for growth. If there isn&#39;t sustainable growth (read: the same level), there isn&#39;t a high(er) valuation awarded. The market also looks six-to-eight months out. This puts the view squarely at the end of the company&#39;s FY23.</p><p>Of course, estimates will rise - how could they not with an 11% guidance raise - but they won&#39;t be able to justify the 61% revenue growth 2021 just reported. Right now, estimates are predicting 28.5% revenue growth ($34.6B). This is higher than the 17% they expected two months ago, but this recalibration is now much closer to the real number after FQ1&#39;s guidance set the stage for the year. To achieve 60% growth, it would have to bring in $43B - about $9B more than the current estimate, basically a fifth quarter of the year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91bfa9f98fc7d44603853c3252fe15de\" tg-width=\"640\" tg-height=\"63\" width=\"100%\" height=\"auto\"/><span>Nvidia&#39;s Revenue Estimates (Seeking Alpha)</span></p><p>Now, my take would be defensible if the stock was trading at the former high of $346. But, surely, the market can&#39;t be pricing in 60% growth for this year with the stock trading at $245.</p><p>And it&#39;s not.</p><p>But, the market perception is now shifting to a new valuation, one for 29% growth ($8.65B quarterly on average this fiscal year). This, however, is still 19 times forward sales. Of course, that&#39;s down from 26 forward sales, but 19 is still relatively high when growth is slowing and lapping high double-digit growth.</p><p>The question becomes, what does the market pay for an Nvidia with no Arm (ARMH) acquisition and slowing revenue growth amid a supply constraint semiconductor market? In a year where the next generation of gaming GPUs are likely to be launched, how will the company supply the demand it can&#39;t even fulfill for its current RTX3000 series? It&#39;s literally tapped out of supply, and incremental revenue will only be found with incremental wafer supply.</p><p>Therefore, the best bet on Nvidia is a bet on semiconductor shortages easing. But this is likely to come slowly and over time, not allowing for a spike in revenue to occur in any one quarter.</p><p>That being said, a historic valuation consistent with 30% revenue growth is more dependable and gives investors a chance to let the market recalibrate. This puts the stock closer to a<i>trailing</i>19 or 20 times sales.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89c37e09b2c7dd424bafab1a80c9c343\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>This also means the market may ease it into the valuation over the next few months, as the hangover of 60, 70, and 80 percent growth rates fade into the rearview mirror. Using the current quarter (FQ1 &#39;23) as a quarter in my calculation gives us $29.35B multiplied by 20 for a market cap of $587B, translating to a share price of $230 - 6% downside from Thursday&#39;s close.</p><p>This isn&#39;t a price target for a year out, but it&#39;s a fantastic risk-reward target to accumulate shares with a much lower level of risk.</p><p>Now, if we&#39;re going to discount the growth over the next two years closer to 20% (FY24 of $42B) and ease the multiple down to 18 or 19 (I&#39;ll use 18.5), the stock price comes out to $305, or 24.5% upside.</p><p>But this is going two years out, and estimating a discount the market may or may not be willing to grant it. But remember, the market will discount FY24 at the beginning of FY23, so while it&#39;s a two-year-out revenue estimate, it&#39;s a year-out price target.</p><p>And, if you&#39;re wondering about earnings and PE ratios, the growth rates are estimated to be nearly the same as revenue growth, implying margins aren&#39;t going to go any higher.</p><p>Add in the company didn&#39;t see &#34;outperformance&#34; on its gross margins, which some have pointed to as the &#34;sole&#34; reason the market sold off the stock on Wednesday&#39;s earnings, and it&#39;s fair to say there may not be anything left in the tank at this time for Nvidia to push the outperformance envelope to the level necessary for a return to all-time highs.</p><p>Nvidia not only has to continue to perform at the level it has (11% guidance raises and a beat on top of it at report time) but has to find an inflection in its business again; a new product or technology breakthrough. This is Nvidia, so this is very possible and even likely. However, any misstep will see the stock cut down in an instant at current valuations.</p><p>This isn&#39;t to say I don&#39;t like Nvidia; I&#39;m happily long the stock and will continue to be. But detach your emotions for a few minutes, study what the market is doing to the stock and why, and you can recalibrate your mindset to be where the market will be in a year and not where it is today. Because today, the market is discounting the relatively slower growth eight months from now, and buying at risk-averse levels - $230 and below according to my calculations - you&#39;ll have a much larger position with a company growing revenues into FY24 and FY25 in the low 20s and high teens, at minimum.</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 Earnings: Showing The Market Still Needs To Recalibrate</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 Earnings: Showing The Market Still Needs To Recalibrate\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-19 12:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4488333-nvidia-earnings-market-needs-to-recalibrate><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia's earnings and guidance were nothing short of what investors have come to expect from it over the last year.But even with stellar guidance, the stock led the way in a red market on ...</p>\n\n<a href=\"https://seekingalpha.com/article/4488333-nvidia-earnings-market-needs-to-recalibrate\">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"},"source_url":"https://seekingalpha.com/article/4488333-nvidia-earnings-market-needs-to-recalibrate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198934487","content_text":"SummaryNvidia's earnings and guidance were nothing short of what investors have come to expect from it over the last year.But even with stellar guidance, the stock led the way in a red market on Thursday.The reason lies in the market's outlook for relatively slower growth over the year and the inability of Nvidia to maintain mid-double-digit revenue growth.I outline a new buy zone and where the stock is fairly valued in a year based on this recalibration of sales expectations.Justin Sullivan/Getty Images NewsIt's become a pretty dull firework show with Nvidia (NVDA). Earnings beats and guidance raises are the norm, and the latest earnings report shows that's not changing anytime soon. But this quarter-after-quarter firework celebration is confusing investors as they watch the stock tumble further after already being sent into beaten-down territory the last several weeks. And to add insult to injury, there's nothing in the earnings report or the expectations for FQ1 to focus on negatively. In fact, things are coming along better than expected. However, the problem is the market facing down slowing FY23 and FY24 revenue growth and correlating it to a new valuation.I'm not saying the party of Nvidia's shares is over, butI am sayingit's not going to be the lively dance club it once was. Even when management executes a quarter with $7.64B in revenue against a consensus for $7.42B and guides for a face-ripping quarter of $8.1B against estimates for $7.29B, it's not enough to overcome the ultimately slowing yearly sales growth.This is something I mentioned in my last article when I said I'd wait to add to my position due to the inability to achieve the growth the market was expecting at higher valuations. Shares traded just below $280 when I published the article. Some commenters didn't expect the stock would get to my buy zone at $264 even when I applied a forward price-to-sales multiple of 20 on the stock. But, as we know, the stock reached $264 and even less in the weeks following.So what's this have to do with earnings?Wednesday's earnings proved Nvidia - while able to crush estimates and guide significantly higher each quarter - cannot achieve the growth necessary to sustain the high valuation it once fetched.The market pays for growth. If there isn't sustainable growth (read: the same level), there isn't a high(er) valuation awarded. The market also looks six-to-eight months out. This puts the view squarely at the end of the company's FY23.Of course, estimates will rise - how could they not with an 11% guidance raise - but they won't be able to justify the 61% revenue growth 2021 just reported. Right now, estimates are predicting 28.5% revenue growth ($34.6B). This is higher than the 17% they expected two months ago, but this recalibration is now much closer to the real number after FQ1's guidance set the stage for the year. To achieve 60% growth, it would have to bring in $43B - about $9B more than the current estimate, basically a fifth quarter of the year.Nvidia's Revenue Estimates (Seeking Alpha)Now, my take would be defensible if the stock was trading at the former high of $346. But, surely, the market can't be pricing in 60% growth for this year with the stock trading at $245.And it's not.But, the market perception is now shifting to a new valuation, one for 29% growth ($8.65B quarterly on average this fiscal year). This, however, is still 19 times forward sales. Of course, that's down from 26 forward sales, but 19 is still relatively high when growth is slowing and lapping high double-digit growth.The question becomes, what does the market pay for an Nvidia with no Arm (ARMH) acquisition and slowing revenue growth amid a supply constraint semiconductor market? In a year where the next generation of gaming GPUs are likely to be launched, how will the company supply the demand it can't even fulfill for its current RTX3000 series? It's literally tapped out of supply, and incremental revenue will only be found with incremental wafer supply.Therefore, the best bet on Nvidia is a bet on semiconductor shortages easing. But this is likely to come slowly and over time, not allowing for a spike in revenue to occur in any one quarter.That being said, a historic valuation consistent with 30% revenue growth is more dependable and gives investors a chance to let the market recalibrate. This puts the stock closer to atrailing19 or 20 times sales.Data by YChartsThis also means the market may ease it into the valuation over the next few months, as the hangover of 60, 70, and 80 percent growth rates fade into the rearview mirror. Using the current quarter (FQ1 '23) as a quarter in my calculation gives us $29.35B multiplied by 20 for a market cap of $587B, translating to a share price of $230 - 6% downside from Thursday's close.This isn't a price target for a year out, but it's a fantastic risk-reward target to accumulate shares with a much lower level of risk.Now, if we're going to discount the growth over the next two years closer to 20% (FY24 of $42B) and ease the multiple down to 18 or 19 (I'll use 18.5), the stock price comes out to $305, or 24.5% upside.But this is going two years out, and estimating a discount the market may or may not be willing to grant it. But remember, the market will discount FY24 at the beginning of FY23, so while it's a two-year-out revenue estimate, it's a year-out price target.And, if you're wondering about earnings and PE ratios, the growth rates are estimated to be nearly the same as revenue growth, implying margins aren't going to go any higher.Add in the company didn't see \"outperformance\" on its gross margins, which some have pointed to as the \"sole\" reason the market sold off the stock on Wednesday's earnings, and it's fair to say there may not be anything left in the tank at this time for Nvidia to push the outperformance envelope to the level necessary for a return to all-time highs.Nvidia not only has to continue to perform at the level it has (11% guidance raises and a beat on top of it at report time) but has to find an inflection in its business again; a new product or technology breakthrough. This is Nvidia, so this is very possible and even likely. However, any misstep will see the stock cut down in an instant at current valuations.This isn't to say I don't like Nvidia; I'm happily long the stock and will continue to be. But detach your emotions for a few minutes, study what the market is doing to the stock and why, and you can recalibrate your mindset to be where the market will be in a year and not where it is today. Because today, the market is discounting the relatively slower growth eight months from now, and buying at risk-averse levels - $230 and below according to my calculations - you'll have a much larger position with a company growing revenues into FY24 and FY25 in the low 20s and high teens, at minimum.","news_type":1},"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091134164,"gmtCreate":1643799235068,"gmtModify":1676533857611,"author":{"id":"3581645065837836","authorId":"3581645065837836","name":"WEESIN","avatar":"https://static.tigerbbs.com/d73ba96f840e09200092b3cc1f5cc3bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581645065837836","authorIdStr":"3581645065837836"},"themes":[],"htmlText":"😁","listText":"😁","text":"😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091134164","repostId":"2208357786","repostType":4,"repost":{"id":"2208357786","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1643795522,"share":"https://ttm.financial/m/news/2208357786?lang=&edition=fundamental","pubTime":"2022-02-02 17:52","market":"us","language":"en","title":"7 Stocks To Watch For February 2, 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2208357786","media":"Benzinga","summary":"Some of the stocks that may grab inve3stor focus today are:\n","content":"<html><head></head><body><p>Some of the stocks that may grab inve3stor focus today are:</p><ul><li>Wall Street expects <b> Thermo Fisher Scientific Inc. </b> (NYSE:TMO) to report quarterly earnings at $5.26 per share on revenue of $9.29 billion before the opening bell. Thermo Fisher Scientific shares fell 1.5% to $585.50 in after-hours trading.</li><li>Analysts expect <b> <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>, Inc. </b> (NASDAQ:FB) to report quarterly earnings at $3.84 per share on revenue of $33.38 billion after the closing bell. Meta Platforms shares rose 3.5% to $330.15 in after-hours trading.</li><li><b>Alphabet Inc. </b> (NASDAQ:GOOGL) reported better-than-expected results for its fourth quarter. The company’s board also approved a 20-for-1 stock split. Alphabet shares jumped 9.2% to $3,005.00 in the after-hours trading session.</li></ul><ul><li>Analysts are expecting <b> Humana Inc. </b> (NYSE:HUM) to have earned $1.16 per share on revenue of $21.23 billion for the latest quarter. The company will release earnings before the markets open. Humana shares rose 2% to $398.66 in after-hours trading.</li><li><b>General Motors Company </b> (NYSE:GM) reported better-than-expected earnings for its first quarter, while sales missed views. The company said it sees FY22 net income of $9.4 billion to $10.8 billion. GM shares gained 1.1% to $54.64 in the after-hours trading session.</li><li>Analysts expect <b> QUALCOMM Incorporated </b> (NASDAQ:QCOM) to post quarterly earnings at $3.01 per share on revenue of $10.42 billion after the closing bell. QUALCOMM shares gained 2.9% to $182.20 in after-hours trading.</li><li><b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings, Inc.</b> (NASDAQ:PYPL) reported downbeat earnings for its fourth quarter and issued weak earnings forecast for FY22. PayPal shares dipped 17.9% to $144.30 in the after-hours trading session.</li></ul></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>7 Stocks To Watch For February 2, 2022</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\">\n7 Stocks To Watch For February 2, 2022\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-02-02 17:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Some of the stocks that may grab inve3stor focus today are:</p><ul><li>Wall Street expects <b> Thermo Fisher Scientific Inc. </b> (NYSE:TMO) to report quarterly earnings at $5.26 per share on revenue of $9.29 billion before the opening bell. Thermo Fisher Scientific shares fell 1.5% to $585.50 in after-hours trading.</li><li>Analysts expect <b> <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>, Inc. </b> (NASDAQ:FB) to report quarterly earnings at $3.84 per share on revenue of $33.38 billion after the closing bell. Meta Platforms shares rose 3.5% to $330.15 in after-hours trading.</li><li><b>Alphabet Inc. </b> (NASDAQ:GOOGL) reported better-than-expected results for its fourth quarter. The company’s board also approved a 20-for-1 stock split. Alphabet shares jumped 9.2% to $3,005.00 in the after-hours trading session.</li></ul><ul><li>Analysts are expecting <b> Humana Inc. </b> (NYSE:HUM) to have earned $1.16 per share on revenue of $21.23 billion for the latest quarter. The company will release earnings before the markets open. Humana shares rose 2% to $398.66 in after-hours trading.</li><li><b>General Motors Company </b> (NYSE:GM) reported better-than-expected earnings for its first quarter, while sales missed views. The company said it sees FY22 net income of $9.4 billion to $10.8 billion. GM shares gained 1.1% to $54.64 in the after-hours trading session.</li><li>Analysts expect <b> QUALCOMM Incorporated </b> (NASDAQ:QCOM) to post quarterly earnings at $3.01 per share on revenue of $10.42 billion after the closing bell. QUALCOMM shares gained 2.9% to $182.20 in after-hours trading.</li><li><b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings, Inc.</b> (NASDAQ:PYPL) reported downbeat earnings for its fourth quarter and issued weak earnings forecast for FY22. PayPal shares dipped 17.9% to $144.30 in the after-hours trading session.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4538":"云计算","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4077":"互动媒体与服务","HUM":"哈门那","FWRG":"First Watch Restaurant Group, Inc.","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4154":"管理型保健护理","GOOG":"谷歌","BK4503":"景林资产持仓","GOOGL":"谷歌A","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","TERN":"Terns Pharmaceuticals, Inc.","GM":"通用汽车","BK4512":"苹果概念","HCTI":"Healthcare Triangle, Inc.","BK4099":"汽车制造商","BK4209":"餐馆","BK4183":"个人用品","CRCT":"Cricut, Inc.","BK4514":"搜索引擎","BK4539":"次新股","BK4106":"数据处理与外包服务","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4191":"家用电器","BK4553":"喜马拉雅资本持仓","BOLT":"Bolt Biotherapeutics, Inc.","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4139":"生物科技","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","PYPL":"PayPal","BK4007":"制药","BK4566":"资本集团","OLPX":"Olaplex Holdings, Inc.","BK4525":"远程办公概念","TMO":"赛默飞世尔","BK4167":"医疗保健技术","BK4508":"社交媒体","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4121":"生命科学工具和服务"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208357786","content_text":"Some of the stocks that may grab inve3stor focus today are:Wall Street expects  Thermo Fisher Scientific Inc.  (NYSE:TMO) to report quarterly earnings at $5.26 per share on revenue of $9.29 billion before the opening bell. Thermo Fisher Scientific shares fell 1.5% to $585.50 in after-hours trading.Analysts expect  Meta Platforms, Inc.  (NASDAQ:FB) to report quarterly earnings at $3.84 per share on revenue of $33.38 billion after the closing bell. Meta Platforms shares rose 3.5% to $330.15 in after-hours trading.Alphabet Inc.  (NASDAQ:GOOGL) reported better-than-expected results for its fourth quarter. The company’s board also approved a 20-for-1 stock split. Alphabet shares jumped 9.2% to $3,005.00 in the after-hours trading session.Analysts are expecting  Humana Inc.  (NYSE:HUM) to have earned $1.16 per share on revenue of $21.23 billion for the latest quarter. The company will release earnings before the markets open. Humana shares rose 2% to $398.66 in after-hours trading.General Motors Company  (NYSE:GM) reported better-than-expected earnings for its first quarter, while sales missed views. The company said it sees FY22 net income of $9.4 billion to $10.8 billion. GM shares gained 1.1% to $54.64 in the after-hours trading session.Analysts expect  QUALCOMM Incorporated  (NASDAQ:QCOM) to post quarterly earnings at $3.01 per share on revenue of $10.42 billion after the closing bell. QUALCOMM shares gained 2.9% to $182.20 in after-hours trading.PayPal Holdings, Inc. (NASDAQ:PYPL) reported downbeat earnings for its fourth quarter and issued weak earnings forecast for FY22. PayPal shares dipped 17.9% to $144.30 in the after-hours trading session.","news_type":1},"isVote":1,"tweetType":1,"viewCount":651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093087631,"gmtCreate":1643459446409,"gmtModify":1676533822781,"author":{"id":"3581645065837836","authorId":"3581645065837836","name":"WEESIN","avatar":"https://static.tigerbbs.com/d73ba96f840e09200092b3cc1f5cc3bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581645065837836","authorIdStr":"3581645065837836"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093087631","repostId":"2207709788","repostType":4,"repost":{"id":"2207709788","pubTimestamp":1643433380,"share":"https://ttm.financial/m/news/2207709788?lang=&edition=fundamental","pubTime":"2022-01-29 13:16","market":"us","language":"en","title":"French Court Upholds 100 Million Euro Fine against Google for Breaches Linked to Cookie Policy","url":"https://stock-news.laohu8.com/highlight/detail?id=2207709788","media":"Reuters","summary":"France's Conseil d'Etat, the country's supreme administrative court, on Friday said it upheld a deci","content":"<html><head></head><body><p>France&#39;s Conseil d&#39;Etat, the country&#39;s supreme administrative court, on Friday said it upheld a decision by a watchdog imposing a 100 million euro (US$111.46 million) fine on the US tech giant for breaches linked to its cookies policy.</p><p>The fine imposed by France&#39;s CNIL data protection authority was proportionate, the court said in a statement.</p><p>&#34;The Conseil d&#39;Etat therefore rejects Google&#39;s demand to annul the sanction&#34;, it said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" 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}\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\">\nFrench Court Upholds 100 Million Euro Fine against Google for Breaches Linked to Cookie Policy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-29 13:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.channelnewsasia.com/business/french-court-upholds-100-million-euro-fine-against-google-breaches-linked-cookie-policy-2467276><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>France's Conseil d'Etat, the country's supreme administrative court, on Friday said it upheld a decision by a watchdog imposing a 100 million euro (US$111.46 million) fine on the US tech giant for ...</p>\n\n<a href=\"https://www.channelnewsasia.com/business/french-court-upholds-100-million-euro-fine-against-google-breaches-linked-cookie-policy-2467276\">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","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","BK4527":"明星科技股","BK4566":"资本集团","GOOG":"谷歌","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","GOOGL":"谷歌A","BK4525":"远程办公概念","BK4554":"元宇宙及AR概念"},"source_url":"https://www.channelnewsasia.com/business/french-court-upholds-100-million-euro-fine-against-google-breaches-linked-cookie-policy-2467276","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2207709788","content_text":"France's Conseil d'Etat, the country's supreme administrative court, on Friday said it upheld a decision by a watchdog imposing a 100 million euro (US$111.46 million) fine on the US tech giant for breaches linked to its cookies policy.The fine imposed by France's CNIL data protection authority was proportionate, the court said in a statement.\"The Conseil d'Etat therefore rejects Google's demand to annul the sanction\", it said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005721868,"gmtCreate":1642419634261,"gmtModify":1676533709238,"author":{"id":"3581645065837836","authorId":"3581645065837836","name":"WEESIN","avatar":"https://static.tigerbbs.com/d73ba96f840e09200092b3cc1f5cc3bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581645065837836","authorIdStr":"3581645065837836"},"themes":[],"htmlText":"[smile]&nbsp;[smile]&nbsp;","listText":"[smile]&nbsp;[smile]&nbsp;","text":"[smile] [smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005721868","repostId":"1131862461","repostType":4,"repost":{"id":"1131862461","pubTimestamp":1642412568,"share":"https://ttm.financial/m/news/1131862461?lang=&edition=fundamental","pubTime":"2022-01-17 17:42","market":"us","language":"en","title":"Moderna: High Upside Potential At Current Prices","url":"https://stock-news.laohu8.com/highlight/detail?id=1131862461","media":"Seeking Alpha","summary":"SummaryModerna has a significant first mover competitive advantage by not only developing the COVID-","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Moderna has a significant first mover competitive advantage by not only developing the COVID-19 vaccine but also by scaling the company&#39;s mRNA manufacturing capacity.</li><li>Moderna recently reported the preliminary COVID-19 estimate for product sales in 2021 as being approximately $17.5 billion.</li><li>Recently, Singapore released data showing that COVID-19 deaths were the lowest among Moderna vaccine takers.</li><li>One of the ways that Moderna is keeping ahead of potential mRNA competition is using its $15.3 billion in cash and $3.2 billion in Free Cash Flow to continue building out significant mRNA manufacturing capability across the world.</li><li>The 58% pullback from Moderna&#39;s all-time high of $497.49 gives aggressive growth investors a chance to buy into a company with significant upside potential.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/466434ab0d3291095a83741482c15948\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>Maddie Meyer/Getty Images News</span></p><p>Moderna (NASDAQ:MRNA) has extremely high upside from being a first mover in developing the world&#39;s most advanced mRNA platform. One of the most promising potential solutions for helping prevent or cure some of the most intractable diseases known to man is mRNA technology and Moderna has not only developed the most advanced mRNA platform but has also built out significant mRNA manufacturing capacity worldwide. There are many companies that are in various stages of developing mRNA technology but there are very few that have advanced as far as Moderna has in both developing mRNA technology, as well as having the manufacturing capacity and other commercial infrastructure to produce billions of doses of a vaccine per year. At this time, the only companies that have both the knowledge of advanced mRNA techniques and the manufacturing capacity to compete in the same arena as Moderna is the BioNTech (NASDAQ:BNTX) - Pfizer (NYSE:PFE) partnership.</p><p>Moderna has a significant first mover competitive advantage by not only developing the COVID-19 vaccine but also by scaling the company&#39;s mRNA manufacturing capacity. It is one thing to produce mRNA in a lab setting but quite another to safely mass produce effective vaccines in regulator approved manufacturing sites around the world. Moderna&#39;s first mover advantage has translated into a very large war chest of cash from COVID-19 sales in which the company can use to further its lead by investing in advancing mRNA technology, improving mRNA manufacturing processes, and building out significant manufacturing capability worldwide. Moderna is also well along in developing one of the deepest drug pipelines in the world.</p><p>While a first mover advantage is not exactly a moat, for the next several years at least, Moderna should enjoy a significant lead in developing many different mRNA-based therapies or vaccines to treat numerous difficult to treat diseases. Moderna currently has 40 different drug development programs, which is almost unheard of for such a relatively young biotech company that only two years ago was simply a research outfit. In the end, Moderna&#39;s mRNA platform and manufacturing capacity should result in significant long-term upside for investors buying into Moderna&#39;s stock today.</p><p>Advantages of mRNA Technology</p><p>The reason why Moderna was able to rapidly develop a COVID-19 solution, while at the same time continuing to build out a significant number of drug development programs is because of the nature of mRNA technology.</p><blockquote>The development and manufacturing of mRNA for use as therapeutics<i>and</i>vaccines are comparatively simple, scalable<i>and</i>extremely rapid.</blockquote><blockquote>Source:Millapore Sigma</blockquote><p>There are numerous advantages of a mRNA platform over traditional drug making. The major advantages of a mRNA platform that were demonstrated by the response to the COVID-19 pandemic was the ability to take the sequence of the virus and quickly move from development, to clinical trials, to approval, to mass manufacturing of a vaccine in a very rapid period of time. As Moderna and others get more experience and regulatory bodies get more comfortable with mRNA technology, I can see the day in the future where the response time of discovery of a virulent virus to clinical trials of a vaccine, to vaccine approval, to mass manufacturing of the vaccine could significantly shrink. Right now, it looks like it takes about 9 months to a year to move from virus discovery to eventually making it into people&#39;s arms. Eventually, this response time could shrink to matter of a few months.</p><p>Omnicron was first identified as a variant around November 24, 2021. Moderna CEO Stéphane Bancel said in a CNBC interview that clinical trials for an Omnicron vaccine will start soon and a Omnicron vaccine should be available by fall. This type of rapid response to infectious diseases is unheard of before now and as time goes along, mRNA platform companies could not only become proficient in rapidly producing vaccines against specific viruses but also become proficient at producing vaccines against specific strains of a virus, in specific regions of the world. Among the reason why I think Moderna is building manufacturing capacity in different countries and regions of the world is because vaccines will eventually be less of a one size fits all countries and be more along the lines of regional manufacturing sites creating vaccines specific for the most prevalent viruses and strains of virus in that specific region.</p><p>Another potential huge advantage of a mRNA platform is flexibility. Theoretically, a mRNA manufacturing plant can be relatively rapidly switched to producing any other mRNA-based drug. It is possible that a mRNA plant that makes COVID-19 vaccines could be rapidly switched to making an Ebola vaccine, for instance. This is in contrast to the manufacturing process of many traditional drugs that require a dedicated plant to produce a drug. This could make the CapEx involved for producing multiple different types of drugs, far lower than a traditional drug manufacturer.</p><p>The COVID-19 pandemic has highlighted exactly how easy it is to change the vaccine simply by plugging the genetic sequence of any virus that Moderna wants to target right into its basic mRNA platform. This is not only useful for being able to attack different strains of COVID-19 but also means that Moderna has the ability of using the sequence of any virus whether that be the flu, HIV, CMV, Tuberculosis, Zika, or Rabies and quickly produce a vaccine ready for testing.</p><p><b>COVID-19 Progress</b></p><p>COVID-19 has totally changed the fortunes of Moderna within just two years. Up until 2020, Moderna was only a little-known drug research outfit that had very little revenues but being the second company to bring a viable vaccine to protect against COVID-19 into US markets, has made Moderna very widely known worldwide and the company has built a huge brand that is on the verge of becoming a giant within the drug industry.</p><p>There is real world evidence that up until now, Moderna has produced the most effective COVID-19 vaccine. Data from all over the world supports the very strong efficacy that was shown in phase III data in the USA. Recently, Singapore released data showing that COVID-19 deaths were lowest among Moderna takers. Singapore had 802 deaths out of which 70% were unvaccinated. Between Moderna, Pfizer-BioNTech, Sinopharm and Sinovac vaccines, Moderna had the least death rates:</p><ul><li>11 deaths per 100,000: Sinovac</li><li>7.8 deaths per 100,000: Sinopharm</li><li>6.2 deaths per 100,000: Pfizer/BioNTech</li><li>1 death per 100,000: Moderna</li></ul><p>Over the course of 2021, Moderna shipped 807 million doses of Spikevax, Moderna&#39;s COVID-19 vaccine, to many different locations around the world, with around 25% of those doses going to low-income and middle-income countries. Moderna reported recently during the JPMorgan 40th Annual Healthcare Conference on January 10th, that the preliminary estimate for Spikevax product sales in 2021 is around $17.5 billion.</p><p>Because of the huge demand for Moderna&#39;s vaccine worldwide, for a decent part of 2021, the company was supply constrained but that situation is beginning to turn around now. Moderna CEO Stephane Bancel attributes the reason for supply constraints as Moderna having a higher dose than the Pfizer-BioNTech vaccine. The higher dose was a big drain on manufacturing resources. Moderna has since built out additional manufacturing capacity over the course of 2021 and is now in much better shape to address COVID-19 demand. In Q4, Moderna shipped 300 million doses, which is a run rate of 1.2 billion doses. Moderna believes that they can produce two billion to three billion doses of boosters over the course of 2022, if necessary.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f41315e4b985027121aaf2dfca75dc71\" tg-width=\"640\" tg-height=\"356\" width=\"100%\" height=\"auto\"/><span>Moderna Spikevax advanced purchase agreements</span></p><p>Because COVID-19 vaccine makers have lately been having to play whack-a-mole with new variants, the demand for Spikevax is still rising. As can be seen from the above graphic, from November 4th to January 10th, Moderna has gained and additional $1.5 billion in advanced purchase agreements (&#34;APA&#34;) and $0.5 Billion in options, with those numbers being mostly heavily weighted toward the first half of the year. Moderna is still having ongoing discussions with many countries about whether additional vaccines will need to be added to address the fall moving into winter of &#39;22. I expect that when all is said and done, Moderna could wind up signing additional APAs over the course of the year. So, it looks like 2022 might again be another banner year for Moderna.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e1246421e026d6fd58bec48546a19260\" tg-width=\"640\" tg-height=\"362\" width=\"100%\" height=\"auto\"/><span>How COVID-19 is likely to evolve</span></p><p>Currently, the world is in the midst of variant reinfection waves, which will likely continue throughout 2022 but by 2023 COVID-19 should become more seasonal and endemic. Morbidity waves are expected to become lower and lower over the next several years and there is a good chance that COVID-19 will be seen more like the flu is perceived today within a year or two. Post-pandemic, COVID-19 is expected to mostly only affect people aged 50-plus, health care workers, immunocompromised people and other high-risk populations. These groups will likely need boosters to ensure that they do not get severe disease and hospitalization. As COVID-19 winds down, demand for Spikevax will probably begin dropping in the 2023-to-2024-time frame. This is why some people have been predicting revenue declines for Moderna. Well, what is Moderna&#39;s post pandemic plan to replace the likely COVID-19 vaccine declining revenues?</p><p><b>Moderna&#39;s Plan Moving Forward</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9965c1224ac3e57e5a4c764bbb50975\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"/><span>Moderna Product Strategy in 2022</span></p><p>The initial way that Moderna plans on countering the likely COVID-19 vaccine decline is by bundling different seasonal respiratory vaccines together into just one vaccine. The days of getting COVID-19 specific vaccine seem to be waning and a pan-respiratory vaccine will likely compete extremely effectively with any laggards coming to the market late with only a COVID-19 solution.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4995949c9a253ebe6663e2deeb5ccce3\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"/><span>Moderna vision for pan-respiratory vaccine</span></p><p>Moderna&#39;s vision is that an annual single-dose pan-respiratory booster can be customized to fit different demographics, different geographies, and different respiratory diseases over time. Eventually, Moderna even expects to target specific strains of respiratory diseases in specific regions. I wouldn&#39;t be surprised if a pan-respiratory vaccine starts to appear within two years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb027ec45a0750fdcd8b65307c4008d1\" tg-width=\"640\" tg-height=\"359\" width=\"100%\" height=\"auto\"/><span>Moderna Strategy After COVID-19</span></p><p>Unlike vaccine technology from companies like Novavax (NASDAQ:NVAX), mRNA can be used for many other different purposes besides infectious diseases.Novavax&#39;s pipeline only consists of 9 programs that target 5 other infectious diseases other than COVID-19. Most of Novavax&#39;s pipeline is mostly concerned with respiratory diseases, with only one direct contact latent virus, Ebola, appearing on the list.</p><p>In contrast, Moderna is much further ahead in developing solutions against multiple latent viruses that are a lot more prevalent than Ebola. The first ones being targeted and are already in clinical trials are CMV and EBV, with HIV soon to begin trials. CMV is Moderna&#39;s most advanced drug in the pipeline and the first patient has already been dosed in phase III trials. Besides CMV, EBV, and HIV, there a many other undisclosed latent viruses being worked on in the labs.</p><p>The next area that Moderna is prioritizing is in developing therapeutics using mRNA technology which allows the company to produce oncology products, cardio products, rare genetic disease products and autoimmune disease products. This is an area that has significant upside for Moderna. Moderna will be using totally new approaches to develop solutions against cancer and develop solutions for diseases that currently have no significant solutions. Recently, Moderna formed a partnership with Carisma Therapeutics. Moderna plans to combine its mRNA technology with Carisma Therapeutics&#39; engineered macrophage technology to develop solutions against solid tumor cancer. The reason why this is important is because while autologous CAR-Ts have really good data in Heme malignancies, which are blood cancers, they have not been very effective in solid tumors and eighty percent of cancer patients die of solid tumors. I won&#39;t go deep into the science behind it but scientist know the reasons why CAR-Ts are not as effective with solid tumors, and both companies think Carisma Therapeutics&#39; CAR-Macrophage&#39;s technology combined with mRNA technology can produce revolutionary new ways to essentially cure the most prevalent and difficult to treat form of cancer deaths which are solid tumors.</p><blockquote>Moderna&#39;s deep expertise in mRNA and LNP technologies opens up a potentially game-changing opportunity for engineered macrophages. In vivo delivery directly to monocytes and macrophages enables an off-the-shelf therapeutic approach that uses the patients&#39; own cells to provide a truly personalized treatment.</blockquote><blockquote>Source: Steven Kelly, President and Chief Executive Officer of Carisma</blockquote><p>Right now, there is no way to factor in the upside of Moderna potentially developing a significantly better solution to attacking and possibly curing solid tumor cancer. The therapies that could come out of partnerships like the one Moderna has with Carisma could potentially produce home runs just as big, if not bigger than the COVID-19 vaccine.</p><p>The fourth area that Moderna is developing solutions using gene-editing enzymes. Moderna has only seriously got into gene editing relatively recently when the company signed a collaboration with Metagenomi. For those unaware,gene-editing is the same strategy that companies like Editas (NASDAQ:EDIT) and CRISPR Therapeutics (NASDAQ:CRSP) are pursuing. The focus for the Metagenomi collaboration will be on serious genetic diseases.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8041f6f8edad22795cbe4a3295d68973\" tg-width=\"640\" tg-height=\"361\" width=\"100%\" height=\"auto\"/><span>Moderna capital allocation priorities</span></p><p>Moderna has already started spending its huge cash flows derived from COVID-19 vaccine sales. I just wanted to include the above slide in this article because it shows that Moderna&#39;s number one capital allocation priority is investing in R&amp;D, manufacturing infrastructure and continuing to build out the company&#39;s commercial infrastructure. The second priority is investing in external investment opportunities, either in the form of collaborations or M&amp;A. The collaborations with Metagenomi and Carisma Therapeutics are examples of this second priority.</p><p><b>Manufacturing Capacity</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36484ebc09cffbacbfa8ce06eea49f22\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"/><span>Moderna In-country vaccine manufacturing</span></p><p>There is a rather large set of existing potential competitors to Moderna and there are also countries like India that are supporting rising home-grown mRNA platform companies. One of the ways that Moderna is keeping ahead of such efforts from competitors is using its $15.3 billion in cash and $3.2 billion in Free Cash Flow at the end of Q3, to build out significant mRNA manufacturing capability across the world. Moderna has announced in principle agreements with Australia and Canadato build out mRNA vaccine manufacturing plants within those countries. These announcements are in addition to the plans to build a factory capable of producing up to 500 million vaccine doses in Africa each year. I believe Moderna is still in the process of choosing which African country the manufacturing site will be located in.</p><p><b>Risks</b></p><p>The major risk that Moderna faces in the short term is revenue from the COVID-19 declining faster than Moderna can get other vaccines or therapies on to market and show superior results. The closest drug to approval is a CMV vaccine. An approval of the CMV vaccine would likely shoot Moderna&#39;s stock higher because it would show that mRNA is viable for addressing other diseases. A CMV rejection would likely drop Moderna&#39;s stock much lower.</p><p>Another major risk for Moderna are patent disputes and lawsuits. Moderna recently had to back down in a dispute with the NIH over COVID-19 patents and Moderna could also soon face a patent infringement lawsuit from Arbutus (NASDAQ:ABUS) over the COVID-19 vaccine. Currently, it is unknown how these disputes will impact Moderna over the longer term.</p><p><b>Analyst Price Targets</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c0e5d79d00e415b16e4141b35eaaad4\" tg-width=\"461\" tg-height=\"416\" width=\"100%\" height=\"auto\"/><span>Moderna Analyst Price Targets</span></p><p>The above is based on 15 Wall Street analysts offering 12-month price targets for Moderna in the last 3 months. The average price target is $289.07 with a high forecast of $506.00 and a low forecast of $86.00. The average price target represents a 38% increase from the last price of $210.17.</p><p><b>Valuation</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19ae061dd4c060bb37f43ff041dc2577\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ff983411a9b9571f66378eddc98653c\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/259a902789541a798fdf388cf46d6b37\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>The comparisons between these three relatively new biotechs with COVID-19 vaccines already shipping, shows Moderna is the most highly valued stock but BioNTech has the best revenue growth and operating margins. Going strictly by value, BioNTech is probably the best buy but in reality, all three companies are biotechs, in which one hit product or one large dismal failure can change the fortunes of the company. I view all three companies as very speculative, even with the success achieved by producing solutions for the COVID-19 pandemic.</p><p>I am not a big fan of trying to use valuation techniques on any biotech company. There is simply no way to value the future potential success or failure of the bets that many biotech companies make. If Moderna is part of curing solid tumor cancer, for instance, Moderna&#39;s current valuation will be viewed in hindsight as being way too low. If most of Moderna&#39;s pipeline fails then the valuation will be viewed in hindsight as being way too high.</p><p><b>Conclusion</b></p><p>Moderna is a high risk, high reward bet on mRNA technology succeeding in either preventing or curing many difficult to treat diseases. This is a stock that is strictly for long-term aggressive growth investors that are interested in speculating on potential home-run type products over a five-to-ten-year time frame. The risk that Moderna is only a one-product company is somewhat mitigated by the fact that the efficacy of the COVID-19 vaccine was so high, that is serves as a kind of proof of concept that a mRNA platform can produce other novel ways of addressing other difficult diseases.</p><p>The 58% pullback from Moderna&#39;s all-time high of $497.49 gives aggressive growth investors a chance to buy into a company with significant potential upside. However, risk averse or investors sensitive to short-term price movements should avoid Moderna&#39;s stock for now because there is significant downside risk if COVID-19 revenue drops off too rapidly before Moderna can show that it can achieve similar success in addressing other diseases.</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>Moderna: High Upside Potential At Current Prices</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\">\nModerna: High Upside Potential At Current Prices\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-17 17:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4479930-moderna-high-upside-potential-at-current-prices><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryModerna has a significant first mover competitive advantage by not only developing the COVID-19 vaccine but also by scaling the company's mRNA manufacturing capacity.Moderna recently reported ...</p>\n\n<a href=\"https://seekingalpha.com/article/4479930-moderna-high-upside-potential-at-current-prices\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc."},"source_url":"https://seekingalpha.com/article/4479930-moderna-high-upside-potential-at-current-prices","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131862461","content_text":"SummaryModerna has a significant first mover competitive advantage by not only developing the COVID-19 vaccine but also by scaling the company's mRNA manufacturing capacity.Moderna recently reported the preliminary COVID-19 estimate for product sales in 2021 as being approximately $17.5 billion.Recently, Singapore released data showing that COVID-19 deaths were the lowest among Moderna vaccine takers.One of the ways that Moderna is keeping ahead of potential mRNA competition is using its $15.3 billion in cash and $3.2 billion in Free Cash Flow to continue building out significant mRNA manufacturing capability across the world.The 58% pullback from Moderna's all-time high of $497.49 gives aggressive growth investors a chance to buy into a company with significant upside potential.Maddie Meyer/Getty Images NewsModerna (NASDAQ:MRNA) has extremely high upside from being a first mover in developing the world's most advanced mRNA platform. One of the most promising potential solutions for helping prevent or cure some of the most intractable diseases known to man is mRNA technology and Moderna has not only developed the most advanced mRNA platform but has also built out significant mRNA manufacturing capacity worldwide. There are many companies that are in various stages of developing mRNA technology but there are very few that have advanced as far as Moderna has in both developing mRNA technology, as well as having the manufacturing capacity and other commercial infrastructure to produce billions of doses of a vaccine per year. At this time, the only companies that have both the knowledge of advanced mRNA techniques and the manufacturing capacity to compete in the same arena as Moderna is the BioNTech (NASDAQ:BNTX) - Pfizer (NYSE:PFE) partnership.Moderna has a significant first mover competitive advantage by not only developing the COVID-19 vaccine but also by scaling the company's mRNA manufacturing capacity. It is one thing to produce mRNA in a lab setting but quite another to safely mass produce effective vaccines in regulator approved manufacturing sites around the world. Moderna's first mover advantage has translated into a very large war chest of cash from COVID-19 sales in which the company can use to further its lead by investing in advancing mRNA technology, improving mRNA manufacturing processes, and building out significant manufacturing capability worldwide. Moderna is also well along in developing one of the deepest drug pipelines in the world.While a first mover advantage is not exactly a moat, for the next several years at least, Moderna should enjoy a significant lead in developing many different mRNA-based therapies or vaccines to treat numerous difficult to treat diseases. Moderna currently has 40 different drug development programs, which is almost unheard of for such a relatively young biotech company that only two years ago was simply a research outfit. In the end, Moderna's mRNA platform and manufacturing capacity should result in significant long-term upside for investors buying into Moderna's stock today.Advantages of mRNA TechnologyThe reason why Moderna was able to rapidly develop a COVID-19 solution, while at the same time continuing to build out a significant number of drug development programs is because of the nature of mRNA technology.The development and manufacturing of mRNA for use as therapeuticsandvaccines are comparatively simple, scalableandextremely rapid.Source:Millapore SigmaThere are numerous advantages of a mRNA platform over traditional drug making. The major advantages of a mRNA platform that were demonstrated by the response to the COVID-19 pandemic was the ability to take the sequence of the virus and quickly move from development, to clinical trials, to approval, to mass manufacturing of a vaccine in a very rapid period of time. As Moderna and others get more experience and regulatory bodies get more comfortable with mRNA technology, I can see the day in the future where the response time of discovery of a virulent virus to clinical trials of a vaccine, to vaccine approval, to mass manufacturing of the vaccine could significantly shrink. Right now, it looks like it takes about 9 months to a year to move from virus discovery to eventually making it into people's arms. Eventually, this response time could shrink to matter of a few months.Omnicron was first identified as a variant around November 24, 2021. Moderna CEO Stéphane Bancel said in a CNBC interview that clinical trials for an Omnicron vaccine will start soon and a Omnicron vaccine should be available by fall. This type of rapid response to infectious diseases is unheard of before now and as time goes along, mRNA platform companies could not only become proficient in rapidly producing vaccines against specific viruses but also become proficient at producing vaccines against specific strains of a virus, in specific regions of the world. Among the reason why I think Moderna is building manufacturing capacity in different countries and regions of the world is because vaccines will eventually be less of a one size fits all countries and be more along the lines of regional manufacturing sites creating vaccines specific for the most prevalent viruses and strains of virus in that specific region.Another potential huge advantage of a mRNA platform is flexibility. Theoretically, a mRNA manufacturing plant can be relatively rapidly switched to producing any other mRNA-based drug. It is possible that a mRNA plant that makes COVID-19 vaccines could be rapidly switched to making an Ebola vaccine, for instance. This is in contrast to the manufacturing process of many traditional drugs that require a dedicated plant to produce a drug. This could make the CapEx involved for producing multiple different types of drugs, far lower than a traditional drug manufacturer.The COVID-19 pandemic has highlighted exactly how easy it is to change the vaccine simply by plugging the genetic sequence of any virus that Moderna wants to target right into its basic mRNA platform. This is not only useful for being able to attack different strains of COVID-19 but also means that Moderna has the ability of using the sequence of any virus whether that be the flu, HIV, CMV, Tuberculosis, Zika, or Rabies and quickly produce a vaccine ready for testing.COVID-19 ProgressCOVID-19 has totally changed the fortunes of Moderna within just two years. Up until 2020, Moderna was only a little-known drug research outfit that had very little revenues but being the second company to bring a viable vaccine to protect against COVID-19 into US markets, has made Moderna very widely known worldwide and the company has built a huge brand that is on the verge of becoming a giant within the drug industry.There is real world evidence that up until now, Moderna has produced the most effective COVID-19 vaccine. Data from all over the world supports the very strong efficacy that was shown in phase III data in the USA. Recently, Singapore released data showing that COVID-19 deaths were lowest among Moderna takers. Singapore had 802 deaths out of which 70% were unvaccinated. Between Moderna, Pfizer-BioNTech, Sinopharm and Sinovac vaccines, Moderna had the least death rates:11 deaths per 100,000: Sinovac7.8 deaths per 100,000: Sinopharm6.2 deaths per 100,000: Pfizer/BioNTech1 death per 100,000: ModernaOver the course of 2021, Moderna shipped 807 million doses of Spikevax, Moderna's COVID-19 vaccine, to many different locations around the world, with around 25% of those doses going to low-income and middle-income countries. Moderna reported recently during the JPMorgan 40th Annual Healthcare Conference on January 10th, that the preliminary estimate for Spikevax product sales in 2021 is around $17.5 billion.Because of the huge demand for Moderna's vaccine worldwide, for a decent part of 2021, the company was supply constrained but that situation is beginning to turn around now. Moderna CEO Stephane Bancel attributes the reason for supply constraints as Moderna having a higher dose than the Pfizer-BioNTech vaccine. The higher dose was a big drain on manufacturing resources. Moderna has since built out additional manufacturing capacity over the course of 2021 and is now in much better shape to address COVID-19 demand. In Q4, Moderna shipped 300 million doses, which is a run rate of 1.2 billion doses. Moderna believes that they can produce two billion to three billion doses of boosters over the course of 2022, if necessary.Moderna Spikevax advanced purchase agreementsBecause COVID-19 vaccine makers have lately been having to play whack-a-mole with new variants, the demand for Spikevax is still rising. As can be seen from the above graphic, from November 4th to January 10th, Moderna has gained and additional $1.5 billion in advanced purchase agreements (\"APA\") and $0.5 Billion in options, with those numbers being mostly heavily weighted toward the first half of the year. Moderna is still having ongoing discussions with many countries about whether additional vaccines will need to be added to address the fall moving into winter of '22. I expect that when all is said and done, Moderna could wind up signing additional APAs over the course of the year. So, it looks like 2022 might again be another banner year for Moderna.How COVID-19 is likely to evolveCurrently, the world is in the midst of variant reinfection waves, which will likely continue throughout 2022 but by 2023 COVID-19 should become more seasonal and endemic. Morbidity waves are expected to become lower and lower over the next several years and there is a good chance that COVID-19 will be seen more like the flu is perceived today within a year or two. Post-pandemic, COVID-19 is expected to mostly only affect people aged 50-plus, health care workers, immunocompromised people and other high-risk populations. These groups will likely need boosters to ensure that they do not get severe disease and hospitalization. As COVID-19 winds down, demand for Spikevax will probably begin dropping in the 2023-to-2024-time frame. This is why some people have been predicting revenue declines for Moderna. Well, what is Moderna's post pandemic plan to replace the likely COVID-19 vaccine declining revenues?Moderna's Plan Moving ForwardModerna Product Strategy in 2022The initial way that Moderna plans on countering the likely COVID-19 vaccine decline is by bundling different seasonal respiratory vaccines together into just one vaccine. The days of getting COVID-19 specific vaccine seem to be waning and a pan-respiratory vaccine will likely compete extremely effectively with any laggards coming to the market late with only a COVID-19 solution.Moderna vision for pan-respiratory vaccineModerna's vision is that an annual single-dose pan-respiratory booster can be customized to fit different demographics, different geographies, and different respiratory diseases over time. Eventually, Moderna even expects to target specific strains of respiratory diseases in specific regions. I wouldn't be surprised if a pan-respiratory vaccine starts to appear within two years.Moderna Strategy After COVID-19Unlike vaccine technology from companies like Novavax (NASDAQ:NVAX), mRNA can be used for many other different purposes besides infectious diseases.Novavax's pipeline only consists of 9 programs that target 5 other infectious diseases other than COVID-19. Most of Novavax's pipeline is mostly concerned with respiratory diseases, with only one direct contact latent virus, Ebola, appearing on the list.In contrast, Moderna is much further ahead in developing solutions against multiple latent viruses that are a lot more prevalent than Ebola. The first ones being targeted and are already in clinical trials are CMV and EBV, with HIV soon to begin trials. CMV is Moderna's most advanced drug in the pipeline and the first patient has already been dosed in phase III trials. Besides CMV, EBV, and HIV, there a many other undisclosed latent viruses being worked on in the labs.The next area that Moderna is prioritizing is in developing therapeutics using mRNA technology which allows the company to produce oncology products, cardio products, rare genetic disease products and autoimmune disease products. This is an area that has significant upside for Moderna. Moderna will be using totally new approaches to develop solutions against cancer and develop solutions for diseases that currently have no significant solutions. Recently, Moderna formed a partnership with Carisma Therapeutics. Moderna plans to combine its mRNA technology with Carisma Therapeutics' engineered macrophage technology to develop solutions against solid tumor cancer. The reason why this is important is because while autologous CAR-Ts have really good data in Heme malignancies, which are blood cancers, they have not been very effective in solid tumors and eighty percent of cancer patients die of solid tumors. I won't go deep into the science behind it but scientist know the reasons why CAR-Ts are not as effective with solid tumors, and both companies think Carisma Therapeutics' CAR-Macrophage's technology combined with mRNA technology can produce revolutionary new ways to essentially cure the most prevalent and difficult to treat form of cancer deaths which are solid tumors.Moderna's deep expertise in mRNA and LNP technologies opens up a potentially game-changing opportunity for engineered macrophages. In vivo delivery directly to monocytes and macrophages enables an off-the-shelf therapeutic approach that uses the patients' own cells to provide a truly personalized treatment.Source: Steven Kelly, President and Chief Executive Officer of CarismaRight now, there is no way to factor in the upside of Moderna potentially developing a significantly better solution to attacking and possibly curing solid tumor cancer. The therapies that could come out of partnerships like the one Moderna has with Carisma could potentially produce home runs just as big, if not bigger than the COVID-19 vaccine.The fourth area that Moderna is developing solutions using gene-editing enzymes. Moderna has only seriously got into gene editing relatively recently when the company signed a collaboration with Metagenomi. For those unaware,gene-editing is the same strategy that companies like Editas (NASDAQ:EDIT) and CRISPR Therapeutics (NASDAQ:CRSP) are pursuing. The focus for the Metagenomi collaboration will be on serious genetic diseases.Moderna capital allocation prioritiesModerna has already started spending its huge cash flows derived from COVID-19 vaccine sales. I just wanted to include the above slide in this article because it shows that Moderna's number one capital allocation priority is investing in R&D, manufacturing infrastructure and continuing to build out the company's commercial infrastructure. The second priority is investing in external investment opportunities, either in the form of collaborations or M&A. The collaborations with Metagenomi and Carisma Therapeutics are examples of this second priority.Manufacturing CapacityModerna In-country vaccine manufacturingThere is a rather large set of existing potential competitors to Moderna and there are also countries like India that are supporting rising home-grown mRNA platform companies. One of the ways that Moderna is keeping ahead of such efforts from competitors is using its $15.3 billion in cash and $3.2 billion in Free Cash Flow at the end of Q3, to build out significant mRNA manufacturing capability across the world. Moderna has announced in principle agreements with Australia and Canadato build out mRNA vaccine manufacturing plants within those countries. These announcements are in addition to the plans to build a factory capable of producing up to 500 million vaccine doses in Africa each year. I believe Moderna is still in the process of choosing which African country the manufacturing site will be located in.RisksThe major risk that Moderna faces in the short term is revenue from the COVID-19 declining faster than Moderna can get other vaccines or therapies on to market and show superior results. The closest drug to approval is a CMV vaccine. An approval of the CMV vaccine would likely shoot Moderna's stock higher because it would show that mRNA is viable for addressing other diseases. A CMV rejection would likely drop Moderna's stock much lower.Another major risk for Moderna are patent disputes and lawsuits. Moderna recently had to back down in a dispute with the NIH over COVID-19 patents and Moderna could also soon face a patent infringement lawsuit from Arbutus (NASDAQ:ABUS) over the COVID-19 vaccine. Currently, it is unknown how these disputes will impact Moderna over the longer term.Analyst Price TargetsModerna Analyst Price TargetsThe above is based on 15 Wall Street analysts offering 12-month price targets for Moderna in the last 3 months. The average price target is $289.07 with a high forecast of $506.00 and a low forecast of $86.00. The average price target represents a 38% increase from the last price of $210.17.ValuationData by YChartsData by YChartsData by YChartsThe comparisons between these three relatively new biotechs with COVID-19 vaccines already shipping, shows Moderna is the most highly valued stock but BioNTech has the best revenue growth and operating margins. Going strictly by value, BioNTech is probably the best buy but in reality, all three companies are biotechs, in which one hit product or one large dismal failure can change the fortunes of the company. I view all three companies as very speculative, even with the success achieved by producing solutions for the COVID-19 pandemic.I am not a big fan of trying to use valuation techniques on any biotech company. There is simply no way to value the future potential success or failure of the bets that many biotech companies make. If Moderna is part of curing solid tumor cancer, for instance, Moderna's current valuation will be viewed in hindsight as being way too low. If most of Moderna's pipeline fails then the valuation will be viewed in hindsight as being way too high.ConclusionModerna is a high risk, high reward bet on mRNA technology succeeding in either preventing or curing many difficult to treat diseases. This is a stock that is strictly for long-term aggressive growth investors that are interested in speculating on potential home-run type products over a five-to-ten-year time frame. The risk that Moderna is only a one-product company is somewhat mitigated by the fact that the efficacy of the COVID-19 vaccine was so high, that is serves as a kind of proof of concept that a mRNA platform can produce other novel ways of addressing other difficult diseases.The 58% pullback from Moderna's all-time high of $497.49 gives aggressive growth investors a chance to buy into a company with significant potential upside. However, risk averse or investors sensitive to short-term price movements should avoid Moderna's stock for now because there is significant downside risk if COVID-19 revenue drops off too rapidly before Moderna can show that it can achieve similar success in addressing other diseases.","news_type":1},"isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005661339,"gmtCreate":1642293328640,"gmtModify":1676533697835,"author":{"id":"3581645065837836","authorId":"3581645065837836","name":"WEESIN","avatar":"https://static.tigerbbs.com/d73ba96f840e09200092b3cc1f5cc3bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581645065837836","authorIdStr":"3581645065837836"},"themes":[],"htmlText":"[smile]&nbsp;[smile]&nbsp;","listText":"[smile]&nbsp;[smile]&nbsp;","text":"[smile] [smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005661339","repostId":"2203201745","repostType":4,"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375035635,"gmtCreate":1619255389127,"gmtModify":1704721894099,"author":{"id":"3581645065837836","authorId":"3581645065837836","name":"WEESIN","avatar":"https://static.tigerbbs.com/d73ba96f840e09200092b3cc1f5cc3bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581645065837836","authorIdStr":"3581645065837836"},"themes":[],"htmlText":"Hmn..","listText":"Hmn..","text":"Hmn..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375035635","repostId":"1166519043","repostType":4,"repost":{"id":"1166519043","pubTimestamp":1619192700,"share":"https://ttm.financial/m/news/1166519043?lang=&edition=fundamental","pubTime":"2021-04-23 23:45","market":"us","language":"en","title":"Tesla Stock Split: Will It Happen Again?","url":"https://stock-news.laohu8.com/highlight/detail?id=1166519043","media":"seekingalpha","summary":"Tesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple and Chinese smartphone makers Huawei and Xiaomi.More traditional automakers will also be producing electric vehicles. Even if the demand side is plausible, it would mean Tesla needs to build many more factories.However, if analysts are right that Tesla's true potential lies in a future rollout of an autonomous ride-hailing fleet, its share price has much room to head north based on the consensus ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Tesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple and Chinese smartphone makers Huawei and Xiaomi.</li>\n <li>More traditional automakers will also be producing electric vehicles. Even if the demand side is plausible, it would mean Tesla needs to build many more factories.</li>\n <li>It's a high chance that a great number of new plants would be in China which carries plenty of geopolitical risks. The headwinds from the uncertainties could suppress TSLA stock.</li>\n <li>However, if analysts are right that Tesla's true potential lies in a future rollout of an autonomous ride-hailing fleet, its share price has much room to head north based on the consensus projections.</li>\n <li>Tesla could consider another stock split to get&nbsp;\"more people in the stock.\" Past experiences suggest the EV titan could do one before the share price hit quadruple-digit again.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59edf6c2b70d6c984dc825b7567439bc\" tg-width=\"768\" tg-height=\"512\"><span>Photo by Spencer Platt/Getty Images News via Getty Images</span></p>\n<p><b>TSLA stock is poised to rise in line with its business growth</b></p>\n<p>In a recent article titled&nbsp;<i>Who Will Be The Biggest Competitors By 2025</i>, I questioned certain projections regarding Tesla's (TSLA) car sales. Some estimates implied that Tesla would take a lion's share of the EV market despite the rapid increase in the number of competitors.</p>\n<p>By 2025, Tesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple Inc. (AAPL) as well as Chinese smartphone giants Huawei and Xiaomi Corporation (OTC:XIACF)(OTCPK:XIACY). More traditional automakers will also be producing electric vehicles, even as they continue to churn out internal combustion engine-based cars.</p>\n<p>Even if the demand side is plausible, it would mean Tesla, Inc. needs to build many more factories. Given the effusive praise we have heard from Elon Musk regarding the speed of factory construction and on China in general, we could expect additional new plants to be cited in the populous country. That could add more&nbsp;geopolitical risks&nbsp;to the stock, as SA author John Engle argued.</p>\n<p>Then again, as many readers on Seeking Alpha, analysts, and Cathie Wood have postulated, Tesla's true potential lies in a future rollout of an autonomous ride-hailing fleet. Consequently, Tesla's revenue is projected to rise from $31.54 billion in 2020 to a whopping $388.52 billion on a consensus basis in 2030. That would bring the price-to-sales ratio to a mere 1.84 times on a forward basis.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fac352f9c2ac9bac0412ed076c27c75a\" tg-width=\"640\" tg-height=\"368\"><span>Source: Seeking Alpha Premium</span></p>\n<p>If Tesla did not disappoint the most bullish of the optimists forecasting its revenue to hit $600.7 billion in 2030, its P/S ratio would drop even lower to 1.19 times! You might say, all that sales are wonderful but what does their profitability look like? Well, the analysts believe TSLA would make boatloads of money. The consensus EPS estimate for 2030 is $33.48, a massive jump from the $0.64 it achieved in 2020. If the 2030 EPS estimate is realized, those earnings at today's price would reflect a ratio of 22.2 times, which could be seen as incredibly low.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7650450aa6230d6585a502b571ee3652\" tg-width=\"640\" tg-height=\"278\"><span>Source: Seeking Alpha Premium</span></p>\n<p>With EV sales projected by industry consultancy Canalys to remain below 50 percent of the total car sales by 2030, there remains significant growth potential for Tesla to increase its revenue. As such, assuming the analysts are correct, the share price of TSLA will not stay at the present level for the P/S ratio to be just 1.84 times and the P/E ratio at 22.2 times, the share price of TSLA would rise further than where it stands today.</p>\n<p><img src=\"https://static.tigerbbs.com/0cd810d4171606b50d186b8d9bf10bf5\" tg-width=\"640\" tg-height=\"479\"></p>\n<p>Tesla stock split history: What was Tesla's stock price before the recent split?</p>\n<p>In other words, Tesla's share price would continue to rise over the next five to ten years. With that in mind, the question is, will TSLA split again? Before discussing that, let's review Tesla's previous split.</p>\n<p>On August 11, 2020, Tesla&nbsp;announced, after the market closed, that its board approved a five-for-one split of shares to \"make stock ownership more accessible to employees and investors.\" This marked Tesla's first-ever split announcement. The stock jumped from a pre-split price of $1374.4 to as high as $1585 the next day before closing at $1554.75. TSLA went on to clock further gains the rest of the month, appreciating over 80 percent by the end of August 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/c1b22a860341fe3bf36996d737680ddb\" tg-width=\"640\" tg-height=\"485\"></p>\n<p><b>How did Tesla's most recent stock split affect share prices?</b></p>\n<p>Interestingly, after the split was affected, Tesla stock lost much of the August gains in just a few trading sessions in early September. The share price decline was speculated by some to be due to shareholders paring their holdings since the split had resulted in them holding more TSLA shares. This seems logical as the purpose of the split was to accord shareholders with greater \"liquidity\" over their TSLA holding.</p>\n<p>However, the weakness in Tesla's share price was more likely attributable to a capital-raising exercise&nbsp;announced&nbsp;pre-market on September 1, 2020. Although only up to $5 billion worth of shares representing just over 1 percent of Tesla's market cap were to be sold, investors were probably looking for a trigger to take profit considering that TSLA was running in overbought territory for more than two weeks, according to the relative strength index [RSI] momentum indicator at that time.</p>\n<p>TSLA's strong run upwards had also led to the stock becoming \"overweight\" on many shareholders' portfolios. Ironically, that meant investors, whether individuals or fund managers had to reduce their Tesla holdings to avoid concentration risk. For funds with concentration guidelines or rules, it's not even a choice but a&nbsp;mandatory reduction&nbsp;exercise once the Tesla position became outsized.</p>\n<p>To make matters worse, Tesla stock was subsequently dragged down further into correction territory amid a sell-off by investors of tech favorites and \"all things frothy.\" The share price recovered some grounds quickly but the stock stagnated for a few months thereafter before a&nbsp;powerful wave of EV hypeswept TSLA up again to new heights.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/085a34d7256fb764f0652d6223057202\" tg-width=\"640\" tg-height=\"267\"><span>Source: Yahoo Finance</span></p>\n<p><b>When will Tesla stock split again?</b></p>\n<p>Although Tesla's share price has pulled back from the peak earlier in the year, it remains much higher than the post-split level last year. At $744.12 at the time of writing, TSLA is 49 percent higher than the $498.32 close on August 31, 2020, the day of the stock split.</p>\n<p>If the past is any reference, Tesla executives did the stock split when the share price was in quadruple-digit. TSLA will need to rise more than 34 percent for that to happen again. As I opined earlier, Tesla stock appears to be poised for further upside. I believe it's more of a question of when, not if, will TSLA hit above $1,000 per share.</p>\n<p>Nevertheless, even in the current investing environment where there are platforms allowing the trading of fractional shares, there are still benefits for stocks with smaller prices. One obvious advantage is the impact on psychology, as the mind interprets low prices as \"cheaply valued\" and having room to head north.</p>\n<p>The leadership at Apple must be thinking the same as the folks at Tesla when the company executed its stock split around the same time as the EV giant last August. The share price appreciation from pre-announcement to post-stock split date was less spectacular compared to Tesla but still a hefty 41 percent.</p>\n<p><img src=\"https://static.tigerbbs.com/46bd0bed00b03ba1d738fd84c9dfb0dc\" tg-width=\"640\" tg-height=\"483\"></p>\n<p>Considering that Apple&nbsp;announced&nbsp;a stock split when the share price was much lower at $384.76, it goes to show there's value in considering a split in the stock even without the share price hitting quadruple-digit. Furthermore, AAPL has done this four times before - in 1987, 2000, 2005, and 2014 - when the share prices were all below $1,000. In 1987 and 2005, the stock was even trading at the sub-$100 level when the company did the split.</p>\n<p>Jim Cramer was quoted as saying during an interview last year that Tim Cook explained the 2020 stock split to him, telling him that he wanted \"more people in the stock.\" I suppose that's what Bill Gates and his team thought when the software giant performed eight stock splits from the listing of Microsoft (MSFT) until 1999 as MSFT climbed exponentially during the period. Elon Musk and Tim Cook are the odd couple but I believe the former would agree on having \"more people\" in TSLA stock.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44957db620e86907bb72e9691bc726e6\" tg-width=\"640\" tg-height=\"250\"><span>Source: Yahoo Finance</span></p>\n<p><b>Should you buy Tesla now or wait for a split?</b></p>\n<p>Video-streaming leader Netflix (NFLX) announced a seven-for-one stock split in 2015 when its share was around $700 pre-split. NFLX went on to do very well though it's very much due to its business success than a simple cosmetic stock split exercise. The point of bringing this up is that Tesla's share price is around where Netflix's share price was when the split was completed.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3cbb0c9bd178401bc6cc863a0934af2\" tg-width=\"640\" tg-height=\"271\"><span>Source: Yahoo Finance</span></p>\n<p>Although Amazon.com, Inc. (AMZN) and Alphabet Inc. (GOOGL)(GOOG) are the odd tech companies trading at quadruple-digit levels, most others are trading in the triple-digit or smaller. With the favorable experience from the previous stock split, Tesla might not want to wait for the share price to hit quadruple-digit again before contemplating another split.</p>\n<p>Furthermore, there is&nbsp;existing literature&nbsp;that reveals a strong correlation between stock splits and \"outstanding stock price performance\", giving Tesla the impetus to do so. Another potential trigger point for Elon Musk to announce a stock split could be when TSLA hit $840 per share. He would be able to claim that the company would do a two-for-one split so that the share price becomes $420 post-split.</p>\n<p>Of course, the share price wouldn't stay flat from the announcement date until the effective date. Nonetheless, the media would have gone into overdrive covering the announcement and speculating about the number's link to weed as well as Elon's past brush with the securities law on his previous take-Tesla-private-at-$420 claim. This would generate plenty of free publicity for the company.</p>\n<p>However, investors should not hang around for a stock split if they are intending to own shares in Tesla. It may not happen and the share price could still zoom upwards on speculations, improving sentiment, or due to business fundamentals.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Split: Will It Happen Again?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Split: Will It Happen Again?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-23 23:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4420899-tesla-stock-split-will-it-happen-again><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nTesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple and Chinese smartphone makers Huawei and Xiaomi.\nMore traditional automakers will also be ...</p>\n\n<a href=\"https://seekingalpha.com/article/4420899-tesla-stock-split-will-it-happen-again\">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/article/4420899-tesla-stock-split-will-it-happen-again","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1166519043","content_text":"Summary\n\nTesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple and Chinese smartphone makers Huawei and Xiaomi.\nMore traditional automakers will also be producing electric vehicles. Even if the demand side is plausible, it would mean Tesla needs to build many more factories.\nIt's a high chance that a great number of new plants would be in China which carries plenty of geopolitical risks. The headwinds from the uncertainties could suppress TSLA stock.\nHowever, if analysts are right that Tesla's true potential lies in a future rollout of an autonomous ride-hailing fleet, its share price has much room to head north based on the consensus projections.\nTesla could consider another stock split to get \"more people in the stock.\" Past experiences suggest the EV titan could do one before the share price hit quadruple-digit again.\n\nPhoto by Spencer Platt/Getty Images News via Getty Images\nTSLA stock is poised to rise in line with its business growth\nIn a recent article titled Who Will Be The Biggest Competitors By 2025, I questioned certain projections regarding Tesla's (TSLA) car sales. Some estimates implied that Tesla would take a lion's share of the EV market despite the rapid increase in the number of competitors.\nBy 2025, Tesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple Inc. (AAPL) as well as Chinese smartphone giants Huawei and Xiaomi Corporation (OTC:XIACF)(OTCPK:XIACY). More traditional automakers will also be producing electric vehicles, even as they continue to churn out internal combustion engine-based cars.\nEven if the demand side is plausible, it would mean Tesla, Inc. needs to build many more factories. Given the effusive praise we have heard from Elon Musk regarding the speed of factory construction and on China in general, we could expect additional new plants to be cited in the populous country. That could add more geopolitical risks to the stock, as SA author John Engle argued.\nThen again, as many readers on Seeking Alpha, analysts, and Cathie Wood have postulated, Tesla's true potential lies in a future rollout of an autonomous ride-hailing fleet. Consequently, Tesla's revenue is projected to rise from $31.54 billion in 2020 to a whopping $388.52 billion on a consensus basis in 2030. That would bring the price-to-sales ratio to a mere 1.84 times on a forward basis.\nSource: Seeking Alpha Premium\nIf Tesla did not disappoint the most bullish of the optimists forecasting its revenue to hit $600.7 billion in 2030, its P/S ratio would drop even lower to 1.19 times! You might say, all that sales are wonderful but what does their profitability look like? Well, the analysts believe TSLA would make boatloads of money. The consensus EPS estimate for 2030 is $33.48, a massive jump from the $0.64 it achieved in 2020. If the 2030 EPS estimate is realized, those earnings at today's price would reflect a ratio of 22.2 times, which could be seen as incredibly low.\nSource: Seeking Alpha Premium\nWith EV sales projected by industry consultancy Canalys to remain below 50 percent of the total car sales by 2030, there remains significant growth potential for Tesla to increase its revenue. As such, assuming the analysts are correct, the share price of TSLA will not stay at the present level for the P/S ratio to be just 1.84 times and the P/E ratio at 22.2 times, the share price of TSLA would rise further than where it stands today.\n\nTesla stock split history: What was Tesla's stock price before the recent split?\nIn other words, Tesla's share price would continue to rise over the next five to ten years. With that in mind, the question is, will TSLA split again? Before discussing that, let's review Tesla's previous split.\nOn August 11, 2020, Tesla announced, after the market closed, that its board approved a five-for-one split of shares to \"make stock ownership more accessible to employees and investors.\" This marked Tesla's first-ever split announcement. The stock jumped from a pre-split price of $1374.4 to as high as $1585 the next day before closing at $1554.75. TSLA went on to clock further gains the rest of the month, appreciating over 80 percent by the end of August 2020.\n\nHow did Tesla's most recent stock split affect share prices?\nInterestingly, after the split was affected, Tesla stock lost much of the August gains in just a few trading sessions in early September. The share price decline was speculated by some to be due to shareholders paring their holdings since the split had resulted in them holding more TSLA shares. This seems logical as the purpose of the split was to accord shareholders with greater \"liquidity\" over their TSLA holding.\nHowever, the weakness in Tesla's share price was more likely attributable to a capital-raising exercise announced pre-market on September 1, 2020. Although only up to $5 billion worth of shares representing just over 1 percent of Tesla's market cap were to be sold, investors were probably looking for a trigger to take profit considering that TSLA was running in overbought territory for more than two weeks, according to the relative strength index [RSI] momentum indicator at that time.\nTSLA's strong run upwards had also led to the stock becoming \"overweight\" on many shareholders' portfolios. Ironically, that meant investors, whether individuals or fund managers had to reduce their Tesla holdings to avoid concentration risk. For funds with concentration guidelines or rules, it's not even a choice but a mandatory reduction exercise once the Tesla position became outsized.\nTo make matters worse, Tesla stock was subsequently dragged down further into correction territory amid a sell-off by investors of tech favorites and \"all things frothy.\" The share price recovered some grounds quickly but the stock stagnated for a few months thereafter before a powerful wave of EV hypeswept TSLA up again to new heights.\nSource: Yahoo Finance\nWhen will Tesla stock split again?\nAlthough Tesla's share price has pulled back from the peak earlier in the year, it remains much higher than the post-split level last year. At $744.12 at the time of writing, TSLA is 49 percent higher than the $498.32 close on August 31, 2020, the day of the stock split.\nIf the past is any reference, Tesla executives did the stock split when the share price was in quadruple-digit. TSLA will need to rise more than 34 percent for that to happen again. As I opined earlier, Tesla stock appears to be poised for further upside. I believe it's more of a question of when, not if, will TSLA hit above $1,000 per share.\nNevertheless, even in the current investing environment where there are platforms allowing the trading of fractional shares, there are still benefits for stocks with smaller prices. One obvious advantage is the impact on psychology, as the mind interprets low prices as \"cheaply valued\" and having room to head north.\nThe leadership at Apple must be thinking the same as the folks at Tesla when the company executed its stock split around the same time as the EV giant last August. The share price appreciation from pre-announcement to post-stock split date was less spectacular compared to Tesla but still a hefty 41 percent.\n\nConsidering that Apple announced a stock split when the share price was much lower at $384.76, it goes to show there's value in considering a split in the stock even without the share price hitting quadruple-digit. Furthermore, AAPL has done this four times before - in 1987, 2000, 2005, and 2014 - when the share prices were all below $1,000. In 1987 and 2005, the stock was even trading at the sub-$100 level when the company did the split.\nJim Cramer was quoted as saying during an interview last year that Tim Cook explained the 2020 stock split to him, telling him that he wanted \"more people in the stock.\" I suppose that's what Bill Gates and his team thought when the software giant performed eight stock splits from the listing of Microsoft (MSFT) until 1999 as MSFT climbed exponentially during the period. Elon Musk and Tim Cook are the odd couple but I believe the former would agree on having \"more people\" in TSLA stock.\nSource: Yahoo Finance\nShould you buy Tesla now or wait for a split?\nVideo-streaming leader Netflix (NFLX) announced a seven-for-one stock split in 2015 when its share was around $700 pre-split. NFLX went on to do very well though it's very much due to its business success than a simple cosmetic stock split exercise. The point of bringing this up is that Tesla's share price is around where Netflix's share price was when the split was completed.\nSource: Yahoo Finance\nAlthough Amazon.com, Inc. (AMZN) and Alphabet Inc. (GOOGL)(GOOG) are the odd tech companies trading at quadruple-digit levels, most others are trading in the triple-digit or smaller. With the favorable experience from the previous stock split, Tesla might not want to wait for the share price to hit quadruple-digit again before contemplating another split.\nFurthermore, there is existing literature that reveals a strong correlation between stock splits and \"outstanding stock price performance\", giving Tesla the impetus to do so. Another potential trigger point for Elon Musk to announce a stock split could be when TSLA hit $840 per share. He would be able to claim that the company would do a two-for-one split so that the share price becomes $420 post-split.\nOf course, the share price wouldn't stay flat from the announcement date until the effective date. Nonetheless, the media would have gone into overdrive covering the announcement and speculating about the number's link to weed as well as Elon's past brush with the securities law on his previous take-Tesla-private-at-$420 claim. This would generate plenty of free publicity for the company.\nHowever, investors should not hang around for a stock split if they are intending to own shares in Tesla. It may not happen and the share price could still zoom upwards on speculations, improving sentiment, or due to business fundamentals.","news_type":1},"isVote":1,"tweetType":1,"viewCount":827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376579764,"gmtCreate":1619139135858,"gmtModify":1704720197604,"author":{"id":"3581645065837836","authorId":"3581645065837836","name":"WEESIN","avatar":"https://static.tigerbbs.com/d73ba96f840e09200092b3cc1f5cc3bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581645065837836","authorIdStr":"3581645065837836"},"themes":[],"htmlText":"No....","listText":"No....","text":"No....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/376579764","repostId":"2129336573","repostType":4,"repost":{"id":"2129336573","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1619121680,"share":"https://ttm.financial/m/news/2129336573?lang=&edition=fundamental","pubTime":"2021-04-23 04:01","market":"us","language":"en","title":"U.S. stocks drop on news of Biden tax proposals","url":"https://stock-news.laohu8.com/highlight/detail?id=2129336573","media":"Reuters","summary":"AT&T rises on strong quarterly resultsU.S. weekly jobless claims decline furtherIndexes down: Dow 0.","content":"<ul><li>AT&amp;T rises on strong quarterly results</li><li>U.S. weekly jobless claims decline further</li><li>Indexes down: Dow 0.94%, S&amp;P 500 0.92%, Nasdaq 0.94%</li></ul><p>By Herbert Lash</p><p>NEW YORK, April 22 (Reuters) - U.S. stocks dived on Thursday on reports President Joe Biden planned to almost double the capital gains tax, news analysts said provided an excuse to take profits in a directionless market ahead of big tech's earnings next week.</p><p>The three main indexes on Wall Street also fell on reports that Biden planned to raise income taxes on the wealthy, a proposal some said would be hard to pass in Congress.</p><p>\"If it had a chance of passing, we'd be down 2,000 points,\" said Thomas Hayes, chairman and managing member at hedge fund Great Hill Capital LLC.</p><p>Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago, said when a proposal is floated about raising taxes or capital gains, everybody gets excited, sells first and asks questions later.</p><p>\"It is more of a short-term, knee-jerk reaction,\" he said.</p><p>Biden will propose raising the marginal income tax rate to 39.6% from 37% and nearly double capital gains taxes to 39.6% for people earning more than $1 million, sources told Reuters.</p><p>The proposal targets about $1 trillion for child care, universal pre-kindergarten education and paid leave for workers, the sources said.</p><p>Markets have been listless after the Dow    and S&amp;P 500&nbsp;scaled all-time peaks last week as investors await guidance from Microsoft Corp   , Google parent Alphabet Inc    and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc    when they report earnings next week.</p><p>\"Until we get out of this information vacuum the market is going to be generally directionless,\" he said. \"All that really matters moving forward is what are those big tech earnings next week?\"</p><p>During the session, the S&amp;P 500 healthcare sector hit a fresh record high while industrials were the biggest gainers.</p><p>American Airlines Group Inc and Southwest Airlines Co    reported smaller-than-expected quarterly losses, signaling a revival in travel demand. Both shares fell.</p><p>Investors welcomed data showing the number of Americans filing new claims for unemployment benefits last week dropped to a fresh <a href=\"https://laohu8.com/S/AONE\">one</a>-year low. The Labor Department report suggested layoffs were subsiding and expectations were rising for another month of blockbuster job growth in April.</p><p>The speedy U.S. vaccination rollout has improved the economic outlook as people plan summer vacations and leisure spending, but a surge in COVID-19 cases in India and elsewhere in Asia has kept investors anxious, Hayes said.</p><p>Equities have likely reached a near-term top as expectations are too high, said Randy Frederick, vice president of trading and derivatives at Charles Schwab.</p><p>\"There's going to be continued positive moves throughout the remainder of the year but we are due for some sort of a pullback in the very short term,\" he said. \"Then the dip buyers will step back in.\"</p><p>First-quarter earnings are expected to increase 31.9% from a year ago, the highest rate since the fourth quarter, according to IBES Refinitiv data.</p><p>All 11 S&amp;P 500 sectors closed lower as Microsoft, Apple Inc , Amazon.com Inc and Tesla Inc weighted the most on the downdraft.</p><p>The Dow Jones Industrial Average fell 0.94% to 33,815.9, the S&amp;P 500 lost 0.92% at 4,134.98, and the Nasdaq Composite dropped 0.94% to 13,818.41.</p><p>Volume on U.S. exchanges was 10.35 billion shares, compared with the 10.32 billion full-session average over the last 20 trading days.</p><p>Chipmaker Intel Corp forecast second-quarter revenue above Wall Street targets, betting its next generation of processors for data centers and PCs will meet growing demand for cloud-based services. Shares slipped about 1% in after-hours trade.</p><p>AT&amp;T Inc beat Wall Street revenue targets as the U.S. economic reopening following pandemic-linked restrictions boosted smartphone sales and the media business. AT&amp;T shares rose 4.2%.</p><p>Biogen Inc beat quarterly profit estimates on stronger-than-expected sales for its muscle wasting disorder drug, though concerns over its reliance on its yet-to-be approved Alzheimer's therapy, aducanumab, weighed on shares. Biogen shares fell 4.0%.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.57-to-1 ratio; on Nasdaq, a 1.04-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 84 new 52-week highs and no new lows; the Nasdaq Composite recorded 86 new highs and 20 new lows. (Reporting by Herbert Lash, additional reporting by Lewis Krauskopf in New York, Shivani Kumaresan and Shreyashi Sanyal in Bengaluru; Editing by Anil D'Silva and Richard Chang)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks drop on news of Biden tax proposals</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stocks drop on news of Biden tax proposals\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-23 04:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul><li>AT&amp;T rises on strong quarterly results</li><li>U.S. weekly jobless claims decline further</li><li>Indexes down: Dow 0.94%, S&amp;P 500 0.92%, Nasdaq 0.94%</li></ul><p>By Herbert Lash</p><p>NEW YORK, April 22 (Reuters) - U.S. stocks dived on Thursday on reports President Joe Biden planned to almost double the capital gains tax, news analysts said provided an excuse to take profits in a directionless market ahead of big tech's earnings next week.</p><p>The three main indexes on Wall Street also fell on reports that Biden planned to raise income taxes on the wealthy, a proposal some said would be hard to pass in Congress.</p><p>\"If it had a chance of passing, we'd be down 2,000 points,\" said Thomas Hayes, chairman and managing member at hedge fund Great Hill Capital LLC.</p><p>Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago, said when a proposal is floated about raising taxes or capital gains, everybody gets excited, sells first and asks questions later.</p><p>\"It is more of a short-term, knee-jerk reaction,\" he said.</p><p>Biden will propose raising the marginal income tax rate to 39.6% from 37% and nearly double capital gains taxes to 39.6% for people earning more than $1 million, sources told Reuters.</p><p>The proposal targets about $1 trillion for child care, universal pre-kindergarten education and paid leave for workers, the sources said.</p><p>Markets have been listless after the Dow    and S&amp;P 500&nbsp;scaled all-time peaks last week as investors await guidance from Microsoft Corp   , Google parent Alphabet Inc    and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc    when they report earnings next week.</p><p>\"Until we get out of this information vacuum the market is going to be generally directionless,\" he said. \"All that really matters moving forward is what are those big tech earnings next week?\"</p><p>During the session, the S&amp;P 500 healthcare sector hit a fresh record high while industrials were the biggest gainers.</p><p>American Airlines Group Inc and Southwest Airlines Co    reported smaller-than-expected quarterly losses, signaling a revival in travel demand. Both shares fell.</p><p>Investors welcomed data showing the number of Americans filing new claims for unemployment benefits last week dropped to a fresh <a href=\"https://laohu8.com/S/AONE\">one</a>-year low. The Labor Department report suggested layoffs were subsiding and expectations were rising for another month of blockbuster job growth in April.</p><p>The speedy U.S. vaccination rollout has improved the economic outlook as people plan summer vacations and leisure spending, but a surge in COVID-19 cases in India and elsewhere in Asia has kept investors anxious, Hayes said.</p><p>Equities have likely reached a near-term top as expectations are too high, said Randy Frederick, vice president of trading and derivatives at Charles Schwab.</p><p>\"There's going to be continued positive moves throughout the remainder of the year but we are due for some sort of a pullback in the very short term,\" he said. \"Then the dip buyers will step back in.\"</p><p>First-quarter earnings are expected to increase 31.9% from a year ago, the highest rate since the fourth quarter, according to IBES Refinitiv data.</p><p>All 11 S&amp;P 500 sectors closed lower as Microsoft, Apple Inc , Amazon.com Inc and Tesla Inc weighted the most on the downdraft.</p><p>The Dow Jones Industrial Average fell 0.94% to 33,815.9, the S&amp;P 500 lost 0.92% at 4,134.98, and the Nasdaq Composite dropped 0.94% to 13,818.41.</p><p>Volume on U.S. exchanges was 10.35 billion shares, compared with the 10.32 billion full-session average over the last 20 trading days.</p><p>Chipmaker Intel Corp forecast second-quarter revenue above Wall Street targets, betting its next generation of processors for data centers and PCs will meet growing demand for cloud-based services. Shares slipped about 1% in after-hours trade.</p><p>AT&amp;T Inc beat Wall Street revenue targets as the U.S. economic reopening following pandemic-linked restrictions boosted smartphone sales and the media business. AT&amp;T shares rose 4.2%.</p><p>Biogen Inc beat quarterly profit estimates on stronger-than-expected sales for its muscle wasting disorder drug, though concerns over its reliance on its yet-to-be approved Alzheimer's therapy, aducanumab, weighed on shares. Biogen shares fell 4.0%.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.57-to-1 ratio; on Nasdaq, a 1.04-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 84 new 52-week highs and no new lows; the Nasdaq Composite recorded 86 new highs and 20 new lows. (Reporting by Herbert Lash, additional reporting by Lewis Krauskopf in New York, Shivani Kumaresan and Shreyashi Sanyal in Bengaluru; Editing by Anil D'Silva and Richard Chang)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","QID":"纳指两倍做空ETF","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","LABP":"Landos Biopharma, Inc.","PSQ":"纳指反向ETF","QNETCN":"纳斯达克中美互联网老虎指数","APR":"Apria, Inc.","DDM":"道指两倍做多ETF","SPXU":"三倍做空标普500ETF","LHDX":"Lucira Health, Inc.","SQQQ":"纳指三倍做空ETF","DJX":"1/100道琼斯","DOG":"道指反向ETF","QLD":"纳指两倍做多ETF","T":"美国电话电报","09086":"华夏纳指-U","OEF":"标普100指数ETF-iShares","TQQQ":"纳指三倍做多ETF","SDOW":"道指三倍做空ETF-ProShares","TSLA":"特斯拉","SCHW":"嘉信理财","AMZN":"亚马逊","AAL":"美国航空","AAPL":"苹果","SDS":"两倍做空标普500ETF","UDOW":"道指三倍做多ETF-ProShares","MSFT":"微软","UPRO":"三倍做多标普500ETF","CGEM":"Cullinan Therapeutics","QQQ":"纳指100ETF","LUV":"西南航空","03086":"华夏纳指",".DJI":"道琼斯","IVV":"标普500指数ETF","SANA":"Sana Biotechnology, Inc.",".IXIC":"NASDAQ Composite","DXD":"道指两倍做空ETF",".SPX":"S&P 500 Index","OEX":"标普100","BIIB":"渤健公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129336573","content_text":"AT&T rises on strong quarterly resultsU.S. weekly jobless claims decline furtherIndexes down: Dow 0.94%, S&P 500 0.92%, Nasdaq 0.94%By Herbert LashNEW YORK, April 22 (Reuters) - U.S. stocks dived on Thursday on reports President Joe Biden planned to almost double the capital gains tax, news analysts said provided an excuse to take profits in a directionless market ahead of big tech's earnings next week.The three main indexes on Wall Street also fell on reports that Biden planned to raise income taxes on the wealthy, a proposal some said would be hard to pass in Congress.\"If it had a chance of passing, we'd be down 2,000 points,\" said Thomas Hayes, chairman and managing member at hedge fund Great Hill Capital LLC.Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago, said when a proposal is floated about raising taxes or capital gains, everybody gets excited, sells first and asks questions later.\"It is more of a short-term, knee-jerk reaction,\" he said.Biden will propose raising the marginal income tax rate to 39.6% from 37% and nearly double capital gains taxes to 39.6% for people earning more than $1 million, sources told Reuters.The proposal targets about $1 trillion for child care, universal pre-kindergarten education and paid leave for workers, the sources said.Markets have been listless after the Dow    and S&P 500 scaled all-time peaks last week as investors await guidance from Microsoft Corp   , Google parent Alphabet Inc    and Facebook Inc    when they report earnings next week.\"Until we get out of this information vacuum the market is going to be generally directionless,\" he said. \"All that really matters moving forward is what are those big tech earnings next week?\"During the session, the S&P 500 healthcare sector hit a fresh record high while industrials were the biggest gainers.American Airlines Group Inc and Southwest Airlines Co    reported smaller-than-expected quarterly losses, signaling a revival in travel demand. Both shares fell.Investors welcomed data showing the number of Americans filing new claims for unemployment benefits last week dropped to a fresh one-year low. The Labor Department report suggested layoffs were subsiding and expectations were rising for another month of blockbuster job growth in April.The speedy U.S. vaccination rollout has improved the economic outlook as people plan summer vacations and leisure spending, but a surge in COVID-19 cases in India and elsewhere in Asia has kept investors anxious, Hayes said.Equities have likely reached a near-term top as expectations are too high, said Randy Frederick, vice president of trading and derivatives at Charles Schwab.\"There's going to be continued positive moves throughout the remainder of the year but we are due for some sort of a pullback in the very short term,\" he said. \"Then the dip buyers will step back in.\"First-quarter earnings are expected to increase 31.9% from a year ago, the highest rate since the fourth quarter, according to IBES Refinitiv data.All 11 S&P 500 sectors closed lower as Microsoft, Apple Inc , Amazon.com Inc and Tesla Inc weighted the most on the downdraft.The Dow Jones Industrial Average fell 0.94% to 33,815.9, the S&P 500 lost 0.92% at 4,134.98, and the Nasdaq Composite dropped 0.94% to 13,818.41.Volume on U.S. exchanges was 10.35 billion shares, compared with the 10.32 billion full-session average over the last 20 trading days.Chipmaker Intel Corp forecast second-quarter revenue above Wall Street targets, betting its next generation of processors for data centers and PCs will meet growing demand for cloud-based services. Shares slipped about 1% in after-hours trade.AT&T Inc beat Wall Street revenue targets as the U.S. economic reopening following pandemic-linked restrictions boosted smartphone sales and the media business. AT&T shares rose 4.2%.Biogen Inc beat quarterly profit estimates on stronger-than-expected sales for its muscle wasting disorder drug, though concerns over its reliance on its yet-to-be approved Alzheimer's therapy, aducanumab, weighed on shares. Biogen shares fell 4.0%.Declining issues outnumbered advancing ones on the NYSE by a 1.57-to-1 ratio; on Nasdaq, a 1.04-to-1 ratio favored decliners.The S&P 500 posted 84 new 52-week highs and no new lows; the Nasdaq Composite recorded 86 new highs and 20 new lows. (Reporting by Herbert Lash, additional reporting by Lewis Krauskopf in New York, Shivani Kumaresan and Shreyashi Sanyal in Bengaluru; Editing by Anil D'Silva and Richard Chang)","news_type":1},"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9097090101,"gmtCreate":1645250903597,"gmtModify":1676534013567,"author":{"id":"3581645065837836","authorId":"3581645065837836","name":"WEESIN","avatar":"https://static.tigerbbs.com/d73ba96f840e09200092b3cc1f5cc3bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581645065837836","idStr":"3581645065837836"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097090101","repostId":"1198934487","repostType":4,"repost":{"id":"1198934487","pubTimestamp":1645244274,"share":"https://ttm.financial/m/news/1198934487?lang=&edition=fundamental","pubTime":"2022-02-19 12:17","market":"us","language":"en","title":"Nvidia Earnings: Showing The Market Still Needs To Recalibrate","url":"https://stock-news.laohu8.com/highlight/detail?id=1198934487","media":"Seeking Alpha","summary":"SummaryNvidia's earnings and guidance were nothing short of what investors have come to expect from ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Nvidia&#39;s earnings and guidance were nothing short of what investors have come to expect from it over the last year.</li><li>But even with stellar guidance, the stock led the way in a red market on Thursday.</li><li>The reason lies in the market&#39;s outlook for relatively slower growth over the year and the inability of Nvidia to maintain mid-double-digit revenue growth.</li><li>I outline a new buy zone and where the stock is fairly valued in a year based on this recalibration of sales expectations.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37b348779acedb3ad22271a188138ee1\" tg-width=\"1536\" tg-height=\"1018\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan/Getty Images News</span></p><p>It&#39;s become a pretty dull firework show with Nvidia (NVDA). Earnings beats and guidance raises are the norm, and the latest earnings report shows that&#39;s not changing anytime soon. But this quarter-after-quarter firework celebration is confusing investors as they watch the stock tumble further after already being sent into beaten-down territory the last several weeks. And to add insult to injury, there&#39;s nothing in the earnings report or the expectations for FQ1 to focus on negatively. In fact, things are coming along better than expected. However, the problem is the market facing down slowing FY23 and FY24 revenue growth and correlating it to a new valuation.</p><p>I&#39;m not saying the party of Nvidia&#39;s shares is over, but<i>I am saying</i>it&#39;s not going to be the lively dance club it once was. Even when management executes a quarter with $7.64B in revenue against a consensus for $7.42B and guides for a face-ripping quarter of $8.1B against estimates for $7.29B, it&#39;s not enough to overcome the ultimately slowing yearly sales growth.</p><p>This is something I mentioned in my last article when I said I&#39;d wait to add to my position due to the inability to achieve the growth the market was expecting at higher valuations. Shares traded just below $280 when I published the article. Some commenters didn&#39;t expect the stock would get to my buy zone at $264 even when I applied a forward price-to-sales multiple of 20 on the stock. But, as we know, the stock reached $264 and even less in the weeks following.</p><p><b>So what&#39;s this have to do with earnings?</b></p><p>Wednesday&#39;s earnings proved Nvidia - while able to crush estimates and guide significantly higher each quarter - cannot achieve the growth necessary to sustain the high valuation it once fetched.</p><p>The market pays for growth. If there isn&#39;t sustainable growth (read: the same level), there isn&#39;t a high(er) valuation awarded. The market also looks six-to-eight months out. This puts the view squarely at the end of the company&#39;s FY23.</p><p>Of course, estimates will rise - how could they not with an 11% guidance raise - but they won&#39;t be able to justify the 61% revenue growth 2021 just reported. Right now, estimates are predicting 28.5% revenue growth ($34.6B). This is higher than the 17% they expected two months ago, but this recalibration is now much closer to the real number after FQ1&#39;s guidance set the stage for the year. To achieve 60% growth, it would have to bring in $43B - about $9B more than the current estimate, basically a fifth quarter of the year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91bfa9f98fc7d44603853c3252fe15de\" tg-width=\"640\" tg-height=\"63\" width=\"100%\" height=\"auto\"/><span>Nvidia&#39;s Revenue Estimates (Seeking Alpha)</span></p><p>Now, my take would be defensible if the stock was trading at the former high of $346. But, surely, the market can&#39;t be pricing in 60% growth for this year with the stock trading at $245.</p><p>And it&#39;s not.</p><p>But, the market perception is now shifting to a new valuation, one for 29% growth ($8.65B quarterly on average this fiscal year). This, however, is still 19 times forward sales. Of course, that&#39;s down from 26 forward sales, but 19 is still relatively high when growth is slowing and lapping high double-digit growth.</p><p>The question becomes, what does the market pay for an Nvidia with no Arm (ARMH) acquisition and slowing revenue growth amid a supply constraint semiconductor market? In a year where the next generation of gaming GPUs are likely to be launched, how will the company supply the demand it can&#39;t even fulfill for its current RTX3000 series? It&#39;s literally tapped out of supply, and incremental revenue will only be found with incremental wafer supply.</p><p>Therefore, the best bet on Nvidia is a bet on semiconductor shortages easing. But this is likely to come slowly and over time, not allowing for a spike in revenue to occur in any one quarter.</p><p>That being said, a historic valuation consistent with 30% revenue growth is more dependable and gives investors a chance to let the market recalibrate. This puts the stock closer to a<i>trailing</i>19 or 20 times sales.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89c37e09b2c7dd424bafab1a80c9c343\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>This also means the market may ease it into the valuation over the next few months, as the hangover of 60, 70, and 80 percent growth rates fade into the rearview mirror. Using the current quarter (FQ1 &#39;23) as a quarter in my calculation gives us $29.35B multiplied by 20 for a market cap of $587B, translating to a share price of $230 - 6% downside from Thursday&#39;s close.</p><p>This isn&#39;t a price target for a year out, but it&#39;s a fantastic risk-reward target to accumulate shares with a much lower level of risk.</p><p>Now, if we&#39;re going to discount the growth over the next two years closer to 20% (FY24 of $42B) and ease the multiple down to 18 or 19 (I&#39;ll use 18.5), the stock price comes out to $305, or 24.5% upside.</p><p>But this is going two years out, and estimating a discount the market may or may not be willing to grant it. But remember, the market will discount FY24 at the beginning of FY23, so while it&#39;s a two-year-out revenue estimate, it&#39;s a year-out price target.</p><p>And, if you&#39;re wondering about earnings and PE ratios, the growth rates are estimated to be nearly the same as revenue growth, implying margins aren&#39;t going to go any higher.</p><p>Add in the company didn&#39;t see &#34;outperformance&#34; on its gross margins, which some have pointed to as the &#34;sole&#34; reason the market sold off the stock on Wednesday&#39;s earnings, and it&#39;s fair to say there may not be anything left in the tank at this time for Nvidia to push the outperformance envelope to the level necessary for a return to all-time highs.</p><p>Nvidia not only has to continue to perform at the level it has (11% guidance raises and a beat on top of it at report time) but has to find an inflection in its business again; a new product or technology breakthrough. This is Nvidia, so this is very possible and even likely. However, any misstep will see the stock cut down in an instant at current valuations.</p><p>This isn&#39;t to say I don&#39;t like Nvidia; I&#39;m happily long the stock and will continue to be. But detach your emotions for a few minutes, study what the market is doing to the stock and why, and you can recalibrate your mindset to be where the market will be in a year and not where it is today. Because today, the market is discounting the relatively slower growth eight months from now, and buying at risk-averse levels - $230 and below according to my calculations - you&#39;ll have a much larger position with a company growing revenues into FY24 and FY25 in the low 20s and high teens, at minimum.</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 Earnings: Showing The Market Still Needs To Recalibrate</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 Earnings: Showing The Market Still Needs To Recalibrate\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-19 12:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4488333-nvidia-earnings-market-needs-to-recalibrate><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia's earnings and guidance were nothing short of what investors have come to expect from it over the last year.But even with stellar guidance, the stock led the way in a red market on ...</p>\n\n<a href=\"https://seekingalpha.com/article/4488333-nvidia-earnings-market-needs-to-recalibrate\">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"},"source_url":"https://seekingalpha.com/article/4488333-nvidia-earnings-market-needs-to-recalibrate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198934487","content_text":"SummaryNvidia's earnings and guidance were nothing short of what investors have come to expect from it over the last year.But even with stellar guidance, the stock led the way in a red market on Thursday.The reason lies in the market's outlook for relatively slower growth over the year and the inability of Nvidia to maintain mid-double-digit revenue growth.I outline a new buy zone and where the stock is fairly valued in a year based on this recalibration of sales expectations.Justin Sullivan/Getty Images NewsIt's become a pretty dull firework show with Nvidia (NVDA). Earnings beats and guidance raises are the norm, and the latest earnings report shows that's not changing anytime soon. But this quarter-after-quarter firework celebration is confusing investors as they watch the stock tumble further after already being sent into beaten-down territory the last several weeks. And to add insult to injury, there's nothing in the earnings report or the expectations for FQ1 to focus on negatively. In fact, things are coming along better than expected. However, the problem is the market facing down slowing FY23 and FY24 revenue growth and correlating it to a new valuation.I'm not saying the party of Nvidia's shares is over, butI am sayingit's not going to be the lively dance club it once was. Even when management executes a quarter with $7.64B in revenue against a consensus for $7.42B and guides for a face-ripping quarter of $8.1B against estimates for $7.29B, it's not enough to overcome the ultimately slowing yearly sales growth.This is something I mentioned in my last article when I said I'd wait to add to my position due to the inability to achieve the growth the market was expecting at higher valuations. Shares traded just below $280 when I published the article. Some commenters didn't expect the stock would get to my buy zone at $264 even when I applied a forward price-to-sales multiple of 20 on the stock. But, as we know, the stock reached $264 and even less in the weeks following.So what's this have to do with earnings?Wednesday's earnings proved Nvidia - while able to crush estimates and guide significantly higher each quarter - cannot achieve the growth necessary to sustain the high valuation it once fetched.The market pays for growth. If there isn't sustainable growth (read: the same level), there isn't a high(er) valuation awarded. The market also looks six-to-eight months out. This puts the view squarely at the end of the company's FY23.Of course, estimates will rise - how could they not with an 11% guidance raise - but they won't be able to justify the 61% revenue growth 2021 just reported. Right now, estimates are predicting 28.5% revenue growth ($34.6B). This is higher than the 17% they expected two months ago, but this recalibration is now much closer to the real number after FQ1's guidance set the stage for the year. To achieve 60% growth, it would have to bring in $43B - about $9B more than the current estimate, basically a fifth quarter of the year.Nvidia's Revenue Estimates (Seeking Alpha)Now, my take would be defensible if the stock was trading at the former high of $346. But, surely, the market can't be pricing in 60% growth for this year with the stock trading at $245.And it's not.But, the market perception is now shifting to a new valuation, one for 29% growth ($8.65B quarterly on average this fiscal year). This, however, is still 19 times forward sales. Of course, that's down from 26 forward sales, but 19 is still relatively high when growth is slowing and lapping high double-digit growth.The question becomes, what does the market pay for an Nvidia with no Arm (ARMH) acquisition and slowing revenue growth amid a supply constraint semiconductor market? In a year where the next generation of gaming GPUs are likely to be launched, how will the company supply the demand it can't even fulfill for its current RTX3000 series? It's literally tapped out of supply, and incremental revenue will only be found with incremental wafer supply.Therefore, the best bet on Nvidia is a bet on semiconductor shortages easing. But this is likely to come slowly and over time, not allowing for a spike in revenue to occur in any one quarter.That being said, a historic valuation consistent with 30% revenue growth is more dependable and gives investors a chance to let the market recalibrate. This puts the stock closer to atrailing19 or 20 times sales.Data by YChartsThis also means the market may ease it into the valuation over the next few months, as the hangover of 60, 70, and 80 percent growth rates fade into the rearview mirror. Using the current quarter (FQ1 '23) as a quarter in my calculation gives us $29.35B multiplied by 20 for a market cap of $587B, translating to a share price of $230 - 6% downside from Thursday's close.This isn't a price target for a year out, but it's a fantastic risk-reward target to accumulate shares with a much lower level of risk.Now, if we're going to discount the growth over the next two years closer to 20% (FY24 of $42B) and ease the multiple down to 18 or 19 (I'll use 18.5), the stock price comes out to $305, or 24.5% upside.But this is going two years out, and estimating a discount the market may or may not be willing to grant it. But remember, the market will discount FY24 at the beginning of FY23, so while it's a two-year-out revenue estimate, it's a year-out price target.And, if you're wondering about earnings and PE ratios, the growth rates are estimated to be nearly the same as revenue growth, implying margins aren't going to go any higher.Add in the company didn't see \"outperformance\" on its gross margins, which some have pointed to as the \"sole\" reason the market sold off the stock on Wednesday's earnings, and it's fair to say there may not be anything left in the tank at this time for Nvidia to push the outperformance envelope to the level necessary for a return to all-time highs.Nvidia not only has to continue to perform at the level it has (11% guidance raises and a beat on top of it at report time) but has to find an inflection in its business again; a new product or technology breakthrough. This is Nvidia, so this is very possible and even likely. However, any misstep will see the stock cut down in an instant at current valuations.This isn't to say I don't like Nvidia; I'm happily long the stock and will continue to be. But detach your emotions for a few minutes, study what the market is doing to the stock and why, and you can recalibrate your mindset to be where the market will be in a year and not where it is today. Because today, the market is discounting the relatively slower growth eight months from now, and buying at risk-averse levels - $230 and below according to my calculations - you'll have a much larger position with a company growing revenues into FY24 and FY25 in the low 20s and high teens, at minimum.","news_type":1},"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091134164,"gmtCreate":1643799235068,"gmtModify":1676533857611,"author":{"id":"3581645065837836","authorId":"3581645065837836","name":"WEESIN","avatar":"https://static.tigerbbs.com/d73ba96f840e09200092b3cc1f5cc3bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581645065837836","idStr":"3581645065837836"},"themes":[],"htmlText":"😁","listText":"😁","text":"😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091134164","repostId":"2208357786","repostType":4,"repost":{"id":"2208357786","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1643795522,"share":"https://ttm.financial/m/news/2208357786?lang=&edition=fundamental","pubTime":"2022-02-02 17:52","market":"us","language":"en","title":"7 Stocks To Watch For February 2, 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2208357786","media":"Benzinga","summary":"Some of the stocks that may grab inve3stor focus today are:\n","content":"<html><head></head><body><p>Some of the stocks that may grab inve3stor focus today are:</p><ul><li>Wall Street expects <b> Thermo Fisher Scientific Inc. </b> (NYSE:TMO) to report quarterly earnings at $5.26 per share on revenue of $9.29 billion before the opening bell. Thermo Fisher Scientific shares fell 1.5% to $585.50 in after-hours trading.</li><li>Analysts expect <b> <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>, Inc. </b> (NASDAQ:FB) to report quarterly earnings at $3.84 per share on revenue of $33.38 billion after the closing bell. Meta Platforms shares rose 3.5% to $330.15 in after-hours trading.</li><li><b>Alphabet Inc. </b> (NASDAQ:GOOGL) reported better-than-expected results for its fourth quarter. The company’s board also approved a 20-for-1 stock split. Alphabet shares jumped 9.2% to $3,005.00 in the after-hours trading session.</li></ul><ul><li>Analysts are expecting <b> Humana Inc. </b> (NYSE:HUM) to have earned $1.16 per share on revenue of $21.23 billion for the latest quarter. The company will release earnings before the markets open. Humana shares rose 2% to $398.66 in after-hours trading.</li><li><b>General Motors Company </b> (NYSE:GM) reported better-than-expected earnings for its first quarter, while sales missed views. The company said it sees FY22 net income of $9.4 billion to $10.8 billion. GM shares gained 1.1% to $54.64 in the after-hours trading session.</li><li>Analysts expect <b> QUALCOMM Incorporated </b> (NASDAQ:QCOM) to post quarterly earnings at $3.01 per share on revenue of $10.42 billion after the closing bell. QUALCOMM shares gained 2.9% to $182.20 in after-hours trading.</li><li><b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings, Inc.</b> (NASDAQ:PYPL) reported downbeat earnings for its fourth quarter and issued weak earnings forecast for FY22. PayPal shares dipped 17.9% to $144.30 in the after-hours trading session.</li></ul></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>7 Stocks To Watch For February 2, 2022</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\">\n7 Stocks To Watch For February 2, 2022\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-02-02 17:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Some of the stocks that may grab inve3stor focus today are:</p><ul><li>Wall Street expects <b> Thermo Fisher Scientific Inc. </b> (NYSE:TMO) to report quarterly earnings at $5.26 per share on revenue of $9.29 billion before the opening bell. Thermo Fisher Scientific shares fell 1.5% to $585.50 in after-hours trading.</li><li>Analysts expect <b> <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>, Inc. </b> (NASDAQ:FB) to report quarterly earnings at $3.84 per share on revenue of $33.38 billion after the closing bell. Meta Platforms shares rose 3.5% to $330.15 in after-hours trading.</li><li><b>Alphabet Inc. </b> (NASDAQ:GOOGL) reported better-than-expected results for its fourth quarter. The company’s board also approved a 20-for-1 stock split. Alphabet shares jumped 9.2% to $3,005.00 in the after-hours trading session.</li></ul><ul><li>Analysts are expecting <b> Humana Inc. </b> (NYSE:HUM) to have earned $1.16 per share on revenue of $21.23 billion for the latest quarter. The company will release earnings before the markets open. Humana shares rose 2% to $398.66 in after-hours trading.</li><li><b>General Motors Company </b> (NYSE:GM) reported better-than-expected earnings for its first quarter, while sales missed views. The company said it sees FY22 net income of $9.4 billion to $10.8 billion. GM shares gained 1.1% to $54.64 in the after-hours trading session.</li><li>Analysts expect <b> QUALCOMM Incorporated </b> (NASDAQ:QCOM) to post quarterly earnings at $3.01 per share on revenue of $10.42 billion after the closing bell. QUALCOMM shares gained 2.9% to $182.20 in after-hours trading.</li><li><b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings, Inc.</b> (NASDAQ:PYPL) reported downbeat earnings for its fourth quarter and issued weak earnings forecast for FY22. PayPal shares dipped 17.9% to $144.30 in the after-hours trading session.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4538":"云计算","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4077":"互动媒体与服务","HUM":"哈门那","FWRG":"First Watch Restaurant Group, Inc.","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4154":"管理型保健护理","GOOG":"谷歌","BK4503":"景林资产持仓","GOOGL":"谷歌A","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","TERN":"Terns Pharmaceuticals, Inc.","GM":"通用汽车","BK4512":"苹果概念","HCTI":"Healthcare Triangle, Inc.","BK4099":"汽车制造商","BK4209":"餐馆","BK4183":"个人用品","CRCT":"Cricut, Inc.","BK4514":"搜索引擎","BK4539":"次新股","BK4106":"数据处理与外包服务","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4191":"家用电器","BK4553":"喜马拉雅资本持仓","BOLT":"Bolt Biotherapeutics, Inc.","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4139":"生物科技","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","PYPL":"PayPal","BK4007":"制药","BK4566":"资本集团","OLPX":"Olaplex Holdings, Inc.","BK4525":"远程办公概念","TMO":"赛默飞世尔","BK4167":"医疗保健技术","BK4508":"社交媒体","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4121":"生命科学工具和服务"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208357786","content_text":"Some of the stocks that may grab inve3stor focus today are:Wall Street expects  Thermo Fisher Scientific Inc.  (NYSE:TMO) to report quarterly earnings at $5.26 per share on revenue of $9.29 billion before the opening bell. Thermo Fisher Scientific shares fell 1.5% to $585.50 in after-hours trading.Analysts expect  Meta Platforms, Inc.  (NASDAQ:FB) to report quarterly earnings at $3.84 per share on revenue of $33.38 billion after the closing bell. Meta Platforms shares rose 3.5% to $330.15 in after-hours trading.Alphabet Inc.  (NASDAQ:GOOGL) reported better-than-expected results for its fourth quarter. The company’s board also approved a 20-for-1 stock split. Alphabet shares jumped 9.2% to $3,005.00 in the after-hours trading session.Analysts are expecting  Humana Inc.  (NYSE:HUM) to have earned $1.16 per share on revenue of $21.23 billion for the latest quarter. The company will release earnings before the markets open. Humana shares rose 2% to $398.66 in after-hours trading.General Motors Company  (NYSE:GM) reported better-than-expected earnings for its first quarter, while sales missed views. The company said it sees FY22 net income of $9.4 billion to $10.8 billion. GM shares gained 1.1% to $54.64 in the after-hours trading session.Analysts expect  QUALCOMM Incorporated  (NASDAQ:QCOM) to post quarterly earnings at $3.01 per share on revenue of $10.42 billion after the closing bell. QUALCOMM shares gained 2.9% to $182.20 in after-hours trading.PayPal Holdings, Inc. (NASDAQ:PYPL) reported downbeat earnings for its fourth quarter and issued weak earnings forecast for FY22. PayPal shares dipped 17.9% to $144.30 in the after-hours trading session.","news_type":1},"isVote":1,"tweetType":1,"viewCount":651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093087631,"gmtCreate":1643459446409,"gmtModify":1676533822781,"author":{"id":"3581645065837836","authorId":"3581645065837836","name":"WEESIN","avatar":"https://static.tigerbbs.com/d73ba96f840e09200092b3cc1f5cc3bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581645065837836","idStr":"3581645065837836"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093087631","repostId":"2207709788","repostType":4,"repost":{"id":"2207709788","pubTimestamp":1643433380,"share":"https://ttm.financial/m/news/2207709788?lang=&edition=fundamental","pubTime":"2022-01-29 13:16","market":"us","language":"en","title":"French Court Upholds 100 Million Euro Fine against Google for Breaches Linked to Cookie Policy","url":"https://stock-news.laohu8.com/highlight/detail?id=2207709788","media":"Reuters","summary":"France's Conseil d'Etat, the country's supreme administrative court, on Friday said it upheld a deci","content":"<html><head></head><body><p>France&#39;s Conseil d&#39;Etat, the country&#39;s supreme administrative court, on Friday said it upheld a decision by a watchdog imposing a 100 million euro (US$111.46 million) fine on the US tech giant for breaches linked to its cookies policy.</p><p>The fine imposed by France&#39;s CNIL data protection authority was proportionate, the court said in a statement.</p><p>&#34;The Conseil d&#39;Etat therefore rejects Google&#39;s demand to annul the sanction&#34;, it said.</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>French Court Upholds 100 Million Euro Fine against Google for Breaches Linked to Cookie Policy</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\">\nFrench Court Upholds 100 Million Euro Fine against Google for Breaches Linked to Cookie Policy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-29 13:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.channelnewsasia.com/business/french-court-upholds-100-million-euro-fine-against-google-breaches-linked-cookie-policy-2467276><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>France's Conseil d'Etat, the country's supreme administrative court, on Friday said it upheld a decision by a watchdog imposing a 100 million euro (US$111.46 million) fine on the US tech giant for ...</p>\n\n<a href=\"https://www.channelnewsasia.com/business/french-court-upholds-100-million-euro-fine-against-google-breaches-linked-cookie-policy-2467276\">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","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","BK4527":"明星科技股","BK4566":"资本集团","GOOG":"谷歌","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","GOOGL":"谷歌A","BK4525":"远程办公概念","BK4554":"元宇宙及AR概念"},"source_url":"https://www.channelnewsasia.com/business/french-court-upholds-100-million-euro-fine-against-google-breaches-linked-cookie-policy-2467276","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2207709788","content_text":"France's Conseil d'Etat, the country's supreme administrative court, on Friday said it upheld a decision by a watchdog imposing a 100 million euro (US$111.46 million) fine on the US tech giant for breaches linked to its cookies policy.The fine imposed by France's CNIL data protection authority was proportionate, the court said in a statement.\"The Conseil d'Etat therefore rejects Google's demand to annul the sanction\", it said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375035635,"gmtCreate":1619255389127,"gmtModify":1704721894099,"author":{"id":"3581645065837836","authorId":"3581645065837836","name":"WEESIN","avatar":"https://static.tigerbbs.com/d73ba96f840e09200092b3cc1f5cc3bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581645065837836","idStr":"3581645065837836"},"themes":[],"htmlText":"Hmn..","listText":"Hmn..","text":"Hmn..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375035635","repostId":"1166519043","repostType":4,"repost":{"id":"1166519043","pubTimestamp":1619192700,"share":"https://ttm.financial/m/news/1166519043?lang=&edition=fundamental","pubTime":"2021-04-23 23:45","market":"us","language":"en","title":"Tesla Stock Split: Will It Happen Again?","url":"https://stock-news.laohu8.com/highlight/detail?id=1166519043","media":"seekingalpha","summary":"Tesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple and Chinese smartphone makers Huawei and Xiaomi.More traditional automakers will also be producing electric vehicles. Even if the demand side is plausible, it would mean Tesla needs to build many more factories.However, if analysts are right that Tesla's true potential lies in a future rollout of an autonomous ride-hailing fleet, its share price has much room to head north based on the consensus ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Tesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple and Chinese smartphone makers Huawei and Xiaomi.</li>\n <li>More traditional automakers will also be producing electric vehicles. Even if the demand side is plausible, it would mean Tesla needs to build many more factories.</li>\n <li>It's a high chance that a great number of new plants would be in China which carries plenty of geopolitical risks. The headwinds from the uncertainties could suppress TSLA stock.</li>\n <li>However, if analysts are right that Tesla's true potential lies in a future rollout of an autonomous ride-hailing fleet, its share price has much room to head north based on the consensus projections.</li>\n <li>Tesla could consider another stock split to get&nbsp;\"more people in the stock.\" Past experiences suggest the EV titan could do one before the share price hit quadruple-digit again.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59edf6c2b70d6c984dc825b7567439bc\" tg-width=\"768\" tg-height=\"512\"><span>Photo by Spencer Platt/Getty Images News via Getty Images</span></p>\n<p><b>TSLA stock is poised to rise in line with its business growth</b></p>\n<p>In a recent article titled&nbsp;<i>Who Will Be The Biggest Competitors By 2025</i>, I questioned certain projections regarding Tesla's (TSLA) car sales. Some estimates implied that Tesla would take a lion's share of the EV market despite the rapid increase in the number of competitors.</p>\n<p>By 2025, Tesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple Inc. (AAPL) as well as Chinese smartphone giants Huawei and Xiaomi Corporation (OTC:XIACF)(OTCPK:XIACY). More traditional automakers will also be producing electric vehicles, even as they continue to churn out internal combustion engine-based cars.</p>\n<p>Even if the demand side is plausible, it would mean Tesla, Inc. needs to build many more factories. Given the effusive praise we have heard from Elon Musk regarding the speed of factory construction and on China in general, we could expect additional new plants to be cited in the populous country. That could add more&nbsp;geopolitical risks&nbsp;to the stock, as SA author John Engle argued.</p>\n<p>Then again, as many readers on Seeking Alpha, analysts, and Cathie Wood have postulated, Tesla's true potential lies in a future rollout of an autonomous ride-hailing fleet. Consequently, Tesla's revenue is projected to rise from $31.54 billion in 2020 to a whopping $388.52 billion on a consensus basis in 2030. That would bring the price-to-sales ratio to a mere 1.84 times on a forward basis.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fac352f9c2ac9bac0412ed076c27c75a\" tg-width=\"640\" tg-height=\"368\"><span>Source: Seeking Alpha Premium</span></p>\n<p>If Tesla did not disappoint the most bullish of the optimists forecasting its revenue to hit $600.7 billion in 2030, its P/S ratio would drop even lower to 1.19 times! You might say, all that sales are wonderful but what does their profitability look like? Well, the analysts believe TSLA would make boatloads of money. The consensus EPS estimate for 2030 is $33.48, a massive jump from the $0.64 it achieved in 2020. If the 2030 EPS estimate is realized, those earnings at today's price would reflect a ratio of 22.2 times, which could be seen as incredibly low.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7650450aa6230d6585a502b571ee3652\" tg-width=\"640\" tg-height=\"278\"><span>Source: Seeking Alpha Premium</span></p>\n<p>With EV sales projected by industry consultancy Canalys to remain below 50 percent of the total car sales by 2030, there remains significant growth potential for Tesla to increase its revenue. As such, assuming the analysts are correct, the share price of TSLA will not stay at the present level for the P/S ratio to be just 1.84 times and the P/E ratio at 22.2 times, the share price of TSLA would rise further than where it stands today.</p>\n<p><img src=\"https://static.tigerbbs.com/0cd810d4171606b50d186b8d9bf10bf5\" tg-width=\"640\" tg-height=\"479\"></p>\n<p>Tesla stock split history: What was Tesla's stock price before the recent split?</p>\n<p>In other words, Tesla's share price would continue to rise over the next five to ten years. With that in mind, the question is, will TSLA split again? Before discussing that, let's review Tesla's previous split.</p>\n<p>On August 11, 2020, Tesla&nbsp;announced, after the market closed, that its board approved a five-for-one split of shares to \"make stock ownership more accessible to employees and investors.\" This marked Tesla's first-ever split announcement. The stock jumped from a pre-split price of $1374.4 to as high as $1585 the next day before closing at $1554.75. TSLA went on to clock further gains the rest of the month, appreciating over 80 percent by the end of August 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/c1b22a860341fe3bf36996d737680ddb\" tg-width=\"640\" tg-height=\"485\"></p>\n<p><b>How did Tesla's most recent stock split affect share prices?</b></p>\n<p>Interestingly, after the split was affected, Tesla stock lost much of the August gains in just a few trading sessions in early September. The share price decline was speculated by some to be due to shareholders paring their holdings since the split had resulted in them holding more TSLA shares. This seems logical as the purpose of the split was to accord shareholders with greater \"liquidity\" over their TSLA holding.</p>\n<p>However, the weakness in Tesla's share price was more likely attributable to a capital-raising exercise&nbsp;announced&nbsp;pre-market on September 1, 2020. Although only up to $5 billion worth of shares representing just over 1 percent of Tesla's market cap were to be sold, investors were probably looking for a trigger to take profit considering that TSLA was running in overbought territory for more than two weeks, according to the relative strength index [RSI] momentum indicator at that time.</p>\n<p>TSLA's strong run upwards had also led to the stock becoming \"overweight\" on many shareholders' portfolios. Ironically, that meant investors, whether individuals or fund managers had to reduce their Tesla holdings to avoid concentration risk. For funds with concentration guidelines or rules, it's not even a choice but a&nbsp;mandatory reduction&nbsp;exercise once the Tesla position became outsized.</p>\n<p>To make matters worse, Tesla stock was subsequently dragged down further into correction territory amid a sell-off by investors of tech favorites and \"all things frothy.\" The share price recovered some grounds quickly but the stock stagnated for a few months thereafter before a&nbsp;powerful wave of EV hypeswept TSLA up again to new heights.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/085a34d7256fb764f0652d6223057202\" tg-width=\"640\" tg-height=\"267\"><span>Source: Yahoo Finance</span></p>\n<p><b>When will Tesla stock split again?</b></p>\n<p>Although Tesla's share price has pulled back from the peak earlier in the year, it remains much higher than the post-split level last year. At $744.12 at the time of writing, TSLA is 49 percent higher than the $498.32 close on August 31, 2020, the day of the stock split.</p>\n<p>If the past is any reference, Tesla executives did the stock split when the share price was in quadruple-digit. TSLA will need to rise more than 34 percent for that to happen again. As I opined earlier, Tesla stock appears to be poised for further upside. I believe it's more of a question of when, not if, will TSLA hit above $1,000 per share.</p>\n<p>Nevertheless, even in the current investing environment where there are platforms allowing the trading of fractional shares, there are still benefits for stocks with smaller prices. One obvious advantage is the impact on psychology, as the mind interprets low prices as \"cheaply valued\" and having room to head north.</p>\n<p>The leadership at Apple must be thinking the same as the folks at Tesla when the company executed its stock split around the same time as the EV giant last August. The share price appreciation from pre-announcement to post-stock split date was less spectacular compared to Tesla but still a hefty 41 percent.</p>\n<p><img src=\"https://static.tigerbbs.com/46bd0bed00b03ba1d738fd84c9dfb0dc\" tg-width=\"640\" tg-height=\"483\"></p>\n<p>Considering that Apple&nbsp;announced&nbsp;a stock split when the share price was much lower at $384.76, it goes to show there's value in considering a split in the stock even without the share price hitting quadruple-digit. Furthermore, AAPL has done this four times before - in 1987, 2000, 2005, and 2014 - when the share prices were all below $1,000. In 1987 and 2005, the stock was even trading at the sub-$100 level when the company did the split.</p>\n<p>Jim Cramer was quoted as saying during an interview last year that Tim Cook explained the 2020 stock split to him, telling him that he wanted \"more people in the stock.\" I suppose that's what Bill Gates and his team thought when the software giant performed eight stock splits from the listing of Microsoft (MSFT) until 1999 as MSFT climbed exponentially during the period. Elon Musk and Tim Cook are the odd couple but I believe the former would agree on having \"more people\" in TSLA stock.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44957db620e86907bb72e9691bc726e6\" tg-width=\"640\" tg-height=\"250\"><span>Source: Yahoo Finance</span></p>\n<p><b>Should you buy Tesla now or wait for a split?</b></p>\n<p>Video-streaming leader Netflix (NFLX) announced a seven-for-one stock split in 2015 when its share was around $700 pre-split. NFLX went on to do very well though it's very much due to its business success than a simple cosmetic stock split exercise. The point of bringing this up is that Tesla's share price is around where Netflix's share price was when the split was completed.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3cbb0c9bd178401bc6cc863a0934af2\" tg-width=\"640\" tg-height=\"271\"><span>Source: Yahoo Finance</span></p>\n<p>Although Amazon.com, Inc. (AMZN) and Alphabet Inc. (GOOGL)(GOOG) are the odd tech companies trading at quadruple-digit levels, most others are trading in the triple-digit or smaller. With the favorable experience from the previous stock split, Tesla might not want to wait for the share price to hit quadruple-digit again before contemplating another split.</p>\n<p>Furthermore, there is&nbsp;existing literature&nbsp;that reveals a strong correlation between stock splits and \"outstanding stock price performance\", giving Tesla the impetus to do so. Another potential trigger point for Elon Musk to announce a stock split could be when TSLA hit $840 per share. He would be able to claim that the company would do a two-for-one split so that the share price becomes $420 post-split.</p>\n<p>Of course, the share price wouldn't stay flat from the announcement date until the effective date. Nonetheless, the media would have gone into overdrive covering the announcement and speculating about the number's link to weed as well as Elon's past brush with the securities law on his previous take-Tesla-private-at-$420 claim. This would generate plenty of free publicity for the company.</p>\n<p>However, investors should not hang around for a stock split if they are intending to own shares in Tesla. It may not happen and the share price could still zoom upwards on speculations, improving sentiment, or due to business fundamentals.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Split: Will It Happen Again?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Split: Will It Happen Again?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-23 23:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4420899-tesla-stock-split-will-it-happen-again><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nTesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple and Chinese smartphone makers Huawei and Xiaomi.\nMore traditional automakers will also be ...</p>\n\n<a href=\"https://seekingalpha.com/article/4420899-tesla-stock-split-will-it-happen-again\">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/article/4420899-tesla-stock-split-will-it-happen-again","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1166519043","content_text":"Summary\n\nTesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple and Chinese smartphone makers Huawei and Xiaomi.\nMore traditional automakers will also be producing electric vehicles. Even if the demand side is plausible, it would mean Tesla needs to build many more factories.\nIt's a high chance that a great number of new plants would be in China which carries plenty of geopolitical risks. The headwinds from the uncertainties could suppress TSLA stock.\nHowever, if analysts are right that Tesla's true potential lies in a future rollout of an autonomous ride-hailing fleet, its share price has much room to head north based on the consensus projections.\nTesla could consider another stock split to get \"more people in the stock.\" Past experiences suggest the EV titan could do one before the share price hit quadruple-digit again.\n\nPhoto by Spencer Platt/Getty Images News via Getty Images\nTSLA stock is poised to rise in line with its business growth\nIn a recent article titled Who Will Be The Biggest Competitors By 2025, I questioned certain projections regarding Tesla's (TSLA) car sales. Some estimates implied that Tesla would take a lion's share of the EV market despite the rapid increase in the number of competitors.\nBy 2025, Tesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple Inc. (AAPL) as well as Chinese smartphone giants Huawei and Xiaomi Corporation (OTC:XIACF)(OTCPK:XIACY). More traditional automakers will also be producing electric vehicles, even as they continue to churn out internal combustion engine-based cars.\nEven if the demand side is plausible, it would mean Tesla, Inc. needs to build many more factories. Given the effusive praise we have heard from Elon Musk regarding the speed of factory construction and on China in general, we could expect additional new plants to be cited in the populous country. That could add more geopolitical risks to the stock, as SA author John Engle argued.\nThen again, as many readers on Seeking Alpha, analysts, and Cathie Wood have postulated, Tesla's true potential lies in a future rollout of an autonomous ride-hailing fleet. Consequently, Tesla's revenue is projected to rise from $31.54 billion in 2020 to a whopping $388.52 billion on a consensus basis in 2030. That would bring the price-to-sales ratio to a mere 1.84 times on a forward basis.\nSource: Seeking Alpha Premium\nIf Tesla did not disappoint the most bullish of the optimists forecasting its revenue to hit $600.7 billion in 2030, its P/S ratio would drop even lower to 1.19 times! You might say, all that sales are wonderful but what does their profitability look like? Well, the analysts believe TSLA would make boatloads of money. The consensus EPS estimate for 2030 is $33.48, a massive jump from the $0.64 it achieved in 2020. If the 2030 EPS estimate is realized, those earnings at today's price would reflect a ratio of 22.2 times, which could be seen as incredibly low.\nSource: Seeking Alpha Premium\nWith EV sales projected by industry consultancy Canalys to remain below 50 percent of the total car sales by 2030, there remains significant growth potential for Tesla to increase its revenue. As such, assuming the analysts are correct, the share price of TSLA will not stay at the present level for the P/S ratio to be just 1.84 times and the P/E ratio at 22.2 times, the share price of TSLA would rise further than where it stands today.\n\nTesla stock split history: What was Tesla's stock price before the recent split?\nIn other words, Tesla's share price would continue to rise over the next five to ten years. With that in mind, the question is, will TSLA split again? Before discussing that, let's review Tesla's previous split.\nOn August 11, 2020, Tesla announced, after the market closed, that its board approved a five-for-one split of shares to \"make stock ownership more accessible to employees and investors.\" This marked Tesla's first-ever split announcement. The stock jumped from a pre-split price of $1374.4 to as high as $1585 the next day before closing at $1554.75. TSLA went on to clock further gains the rest of the month, appreciating over 80 percent by the end of August 2020.\n\nHow did Tesla's most recent stock split affect share prices?\nInterestingly, after the split was affected, Tesla stock lost much of the August gains in just a few trading sessions in early September. The share price decline was speculated by some to be due to shareholders paring their holdings since the split had resulted in them holding more TSLA shares. This seems logical as the purpose of the split was to accord shareholders with greater \"liquidity\" over their TSLA holding.\nHowever, the weakness in Tesla's share price was more likely attributable to a capital-raising exercise announced pre-market on September 1, 2020. Although only up to $5 billion worth of shares representing just over 1 percent of Tesla's market cap were to be sold, investors were probably looking for a trigger to take profit considering that TSLA was running in overbought territory for more than two weeks, according to the relative strength index [RSI] momentum indicator at that time.\nTSLA's strong run upwards had also led to the stock becoming \"overweight\" on many shareholders' portfolios. Ironically, that meant investors, whether individuals or fund managers had to reduce their Tesla holdings to avoid concentration risk. For funds with concentration guidelines or rules, it's not even a choice but a mandatory reduction exercise once the Tesla position became outsized.\nTo make matters worse, Tesla stock was subsequently dragged down further into correction territory amid a sell-off by investors of tech favorites and \"all things frothy.\" The share price recovered some grounds quickly but the stock stagnated for a few months thereafter before a powerful wave of EV hypeswept TSLA up again to new heights.\nSource: Yahoo Finance\nWhen will Tesla stock split again?\nAlthough Tesla's share price has pulled back from the peak earlier in the year, it remains much higher than the post-split level last year. At $744.12 at the time of writing, TSLA is 49 percent higher than the $498.32 close on August 31, 2020, the day of the stock split.\nIf the past is any reference, Tesla executives did the stock split when the share price was in quadruple-digit. TSLA will need to rise more than 34 percent for that to happen again. As I opined earlier, Tesla stock appears to be poised for further upside. I believe it's more of a question of when, not if, will TSLA hit above $1,000 per share.\nNevertheless, even in the current investing environment where there are platforms allowing the trading of fractional shares, there are still benefits for stocks with smaller prices. One obvious advantage is the impact on psychology, as the mind interprets low prices as \"cheaply valued\" and having room to head north.\nThe leadership at Apple must be thinking the same as the folks at Tesla when the company executed its stock split around the same time as the EV giant last August. The share price appreciation from pre-announcement to post-stock split date was less spectacular compared to Tesla but still a hefty 41 percent.\n\nConsidering that Apple announced a stock split when the share price was much lower at $384.76, it goes to show there's value in considering a split in the stock even without the share price hitting quadruple-digit. Furthermore, AAPL has done this four times before - in 1987, 2000, 2005, and 2014 - when the share prices were all below $1,000. In 1987 and 2005, the stock was even trading at the sub-$100 level when the company did the split.\nJim Cramer was quoted as saying during an interview last year that Tim Cook explained the 2020 stock split to him, telling him that he wanted \"more people in the stock.\" I suppose that's what Bill Gates and his team thought when the software giant performed eight stock splits from the listing of Microsoft (MSFT) until 1999 as MSFT climbed exponentially during the period. Elon Musk and Tim Cook are the odd couple but I believe the former would agree on having \"more people\" in TSLA stock.\nSource: Yahoo Finance\nShould you buy Tesla now or wait for a split?\nVideo-streaming leader Netflix (NFLX) announced a seven-for-one stock split in 2015 when its share was around $700 pre-split. NFLX went on to do very well though it's very much due to its business success than a simple cosmetic stock split exercise. The point of bringing this up is that Tesla's share price is around where Netflix's share price was when the split was completed.\nSource: Yahoo Finance\nAlthough Amazon.com, Inc. (AMZN) and Alphabet Inc. (GOOGL)(GOOG) are the odd tech companies trading at quadruple-digit levels, most others are trading in the triple-digit or smaller. With the favorable experience from the previous stock split, Tesla might not want to wait for the share price to hit quadruple-digit again before contemplating another split.\nFurthermore, there is existing literature that reveals a strong correlation between stock splits and \"outstanding stock price performance\", giving Tesla the impetus to do so. Another potential trigger point for Elon Musk to announce a stock split could be when TSLA hit $840 per share. He would be able to claim that the company would do a two-for-one split so that the share price becomes $420 post-split.\nOf course, the share price wouldn't stay flat from the announcement date until the effective date. Nonetheless, the media would have gone into overdrive covering the announcement and speculating about the number's link to weed as well as Elon's past brush with the securities law on his previous take-Tesla-private-at-$420 claim. This would generate plenty of free publicity for the company.\nHowever, investors should not hang around for a stock split if they are intending to own shares in Tesla. It may not happen and the share price could still zoom upwards on speculations, improving sentiment, or due to business fundamentals.","news_type":1},"isVote":1,"tweetType":1,"viewCount":827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019073010,"gmtCreate":1648509944165,"gmtModify":1676534346298,"author":{"id":"3581645065837836","authorId":"3581645065837836","name":"WEESIN","avatar":"https://static.tigerbbs.com/d73ba96f840e09200092b3cc1f5cc3bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581645065837836","idStr":"3581645065837836"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019073010","repostId":"1189188741","repostType":4,"repost":{"id":"1189188741","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1648480128,"share":"https://ttm.financial/m/news/1189188741?lang=&edition=fundamental","pubTime":"2022-03-28 23:08","market":"us","language":"en","title":"Tesla Mulls Stock Split: Why This Analyst Says It's A Smart Strategic Move","url":"https://stock-news.laohu8.com/highlight/detail?id=1189188741","media":"Benzinga","summary":"Zinger BriefTesla's previous 5-1 stock split announced in August 2020 led to a meteoric rise in shar","content":"<html><head></head><body><p><b>Zinger Brief</b></p><ul><li>Tesla&#39;s previous 5-1 stock split announced in August 2020 led to a meteoric rise in shares, the analyst noted.</li><li>Tesla shares are trading about 19% off their all-time high of $1,243.49 reached on Nov. 4, 2021.</li></ul><p><b>Tesla, Inc.</b> announced in an 8-K filing Monday it will seek shareholder approval for increasing its authorized share capital to allow a stock split in the form of a stock dividend.</p><p>Tesla&#39;s board has vetted the proposal and shareholders will vote on it at the company&#39;s 2022 annual meeting.</p><p>An analyst at Wedbush sees the potential stock split as a catalyst for the EV stock.</p><p><b>The Tesla Analyst:Daniel Ives</b> maintained an Outperform rating and $1,400 price target for Tesla shares.</p><p><b>The Tesla Takeaways:</b> A second split of Tesla stock in as many years is a &#34;smart strategic move&#34; that will serve as a catalyst for shares going forward, Ives said in a note.</p><p>Tesla&#39;s previous 5-1 stock split announced in August 2020 led to a meteoric rise in shares, the analyst noted. This could be the reason for the proposed move, especially as EV demand remains robust, with the flagship Berlin and Texas Giga factories online.</p><p>Tesla shares are trading about 19% off their all-time high of $1,243.49 reached on Nov. 4, 2021.</p><p>Tesla is moving in the footsteps of tech giants such as <b>Amazon, Inc.</b>, <b>Alphabet, Inc.</b> and <b>Apple, Inc.</b>, Ives said.</p><p>The chip shortage is expected to moderate into the rest of 2022, the analyst said. Yet the impact of the Ukraine conflict on Europe isn&#39;t yet clear, he added.</p><p>&#34;While China will be a key growth driver, we believe demand is rapidly building for Tesla&#39;s Model Y with 2022 so far looking like another &#39;breakout year&#39; for Tesla and the EV industry,&#34; Ives said.</p><p>Tesla, the analyst said, has the potential to further expand its auto gross margin and profitability profile over the next 12 to 18 months, especially with an increasing number of higher-margin cars being sold and produced in China.</p><p><b>TSLA Price Action:</b>Tesla shares were rising 8% to $1,093 Monday morning.</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 Mulls Stock Split: Why This Analyst Says It's A Smart Strategic Move</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Mulls Stock Split: Why This Analyst Says It's A Smart Strategic Move\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-03-28 23:08</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>Zinger Brief</b></p><ul><li>Tesla&#39;s previous 5-1 stock split announced in August 2020 led to a meteoric rise in shares, the analyst noted.</li><li>Tesla shares are trading about 19% off their all-time high of $1,243.49 reached on Nov. 4, 2021.</li></ul><p><b>Tesla, Inc.</b> announced in an 8-K filing Monday it will seek shareholder approval for increasing its authorized share capital to allow a stock split in the form of a stock dividend.</p><p>Tesla&#39;s board has vetted the proposal and shareholders will vote on it at the company&#39;s 2022 annual meeting.</p><p>An analyst at Wedbush sees the potential stock split as a catalyst for the EV stock.</p><p><b>The Tesla Analyst:Daniel Ives</b> maintained an Outperform rating and $1,400 price target for Tesla shares.</p><p><b>The Tesla Takeaways:</b> A second split of Tesla stock in as many years is a &#34;smart strategic move&#34; that will serve as a catalyst for shares going forward, Ives said in a note.</p><p>Tesla&#39;s previous 5-1 stock split announced in August 2020 led to a meteoric rise in shares, the analyst noted. This could be the reason for the proposed move, especially as EV demand remains robust, with the flagship Berlin and Texas Giga factories online.</p><p>Tesla shares are trading about 19% off their all-time high of $1,243.49 reached on Nov. 4, 2021.</p><p>Tesla is moving in the footsteps of tech giants such as <b>Amazon, Inc.</b>, <b>Alphabet, Inc.</b> and <b>Apple, Inc.</b>, Ives said.</p><p>The chip shortage is expected to moderate into the rest of 2022, the analyst said. Yet the impact of the Ukraine conflict on Europe isn&#39;t yet clear, he added.</p><p>&#34;While China will be a key growth driver, we believe demand is rapidly building for Tesla&#39;s Model Y with 2022 so far looking like another &#39;breakout year&#39; for Tesla and the EV industry,&#34; Ives said.</p><p>Tesla, the analyst said, has the potential to further expand its auto gross margin and profitability profile over the next 12 to 18 months, especially with an increasing number of higher-margin cars being sold and produced in China.</p><p><b>TSLA Price Action:</b>Tesla shares were rising 8% to $1,093 Monday morning.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189188741","content_text":"Zinger BriefTesla's previous 5-1 stock split announced in August 2020 led to a meteoric rise in shares, the analyst noted.Tesla shares are trading about 19% off their all-time high of $1,243.49 reached on Nov. 4, 2021.Tesla, Inc. announced in an 8-K filing Monday it will seek shareholder approval for increasing its authorized share capital to allow a stock split in the form of a stock dividend.Tesla's board has vetted the proposal and shareholders will vote on it at the company's 2022 annual meeting.An analyst at Wedbush sees the potential stock split as a catalyst for the EV stock.The Tesla Analyst:Daniel Ives maintained an Outperform rating and $1,400 price target for Tesla shares.The Tesla Takeaways: A second split of Tesla stock in as many years is a \"smart strategic move\" that will serve as a catalyst for shares going forward, Ives said in a note.Tesla's previous 5-1 stock split announced in August 2020 led to a meteoric rise in shares, the analyst noted. This could be the reason for the proposed move, especially as EV demand remains robust, with the flagship Berlin and Texas Giga factories online.Tesla shares are trading about 19% off their all-time high of $1,243.49 reached on Nov. 4, 2021.Tesla is moving in the footsteps of tech giants such as Amazon, Inc., Alphabet, Inc. and Apple, Inc., Ives said.The chip shortage is expected to moderate into the rest of 2022, the analyst said. Yet the impact of the Ukraine conflict on Europe isn't yet clear, he added.\"While China will be a key growth driver, we believe demand is rapidly building for Tesla's Model Y with 2022 so far looking like another 'breakout year' for Tesla and the EV industry,\" Ives said.Tesla, the analyst said, has the potential to further expand its auto gross margin and profitability profile over the next 12 to 18 months, especially with an increasing number of higher-margin cars being sold and produced in China.TSLA Price Action:Tesla shares were rising 8% to $1,093 Monday morning.","news_type":1},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010958096,"gmtCreate":1648250205996,"gmtModify":1676534320751,"author":{"id":"3581645065837836","authorId":"3581645065837836","name":"WEESIN","avatar":"https://static.tigerbbs.com/d73ba96f840e09200092b3cc1f5cc3bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581645065837836","idStr":"3581645065837836"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010958096","repostId":"1170832075","repostType":4,"repost":{"id":"1170832075","pubTimestamp":1648220236,"share":"https://ttm.financial/m/news/1170832075?lang=&edition=fundamental","pubTime":"2022-03-25 22:57","market":"us","language":"en","title":"Goldman Sees Half-Point Fed Hikes in May and June, Higher Yields","url":"https://stock-news.laohu8.com/highlight/detail?id=1170832075","media":"Bloomberg","summary":"Goldman Sachs Group Inc. said it now expects the Federal Reserve to raise interest rates by a half-p","content":"<html><head></head><body><p>Goldman Sachs Group Inc. said it now expects the Federal Reserve to raise interest rates by a half-percentage point at both its May and June meetings to contend with surging inflation, leading the Wall Street bank to revise up its forecasts for U.S. Treasury yields across the curve.</p><p>The bank now sees shorter-dated yields rising at a faster pace than longer-dated ones, causing the yield curve to invert by around 20 basis points. It predicts that 2-year yields -- now around 2.24% -- will rise to 2.9% at the end of this year and 3.15% at the end of 2023. Its 2022 forecast on 10-year yields was revised to 2.7%, up from 2.25% previously. The 10-year yield was around 2.45% in trading Friday.</p><p>The forecast changes follow a steady drumbeat of comments from Fed officials who have said they would be willing to raise rates by a half-percentage point at a time if needed, a type of move the U.S. central bank hasn’t done since 2000. That has pushed up bond yields and left traders across Wall Street bracing for a more aggressive path from the Fed.</p><p>An inverted yield curve is normally seen as a warning signal of a recession. But Goldman Sachs said that while the risk of an economic slowdown has increased, a modestly inverted curve is a less definitive predictor of a recession, especially in a high-inflation environment like today’s. Inversions were much deeper in the 1970s and early 1980s ahead of a recession, it said.</p><p>“One feature of our forecast is a modest inversion of the 2s10s yield curve by year-end,” the report said. “However, we note that the nominal curve tends to invert more easily in a high inflation environment, and we could see earlier and/or deeper curve inversions this cycle. In such an environment, a deeper nominal curve inversion may be needed to produce the same recession odds in models as seen in more recent business cycles.”</p><p>Goldman Sachs’s forecast is for the Fed to end its hiking cycle with its benchmark rate at 3.00-3.25%, compared with the market pricing of 2.50-2.75%. The rate is now at 0.25%-0.50%.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sees Half-Point Fed Hikes in May and June, Higher Yields</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\">\nGoldman Sees Half-Point Fed Hikes in May and June, Higher Yields\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-25 22:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/goldman-sees-half-point-fed-141144535.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goldman Sachs Group Inc. said it now expects the Federal Reserve to raise interest rates by a half-percentage point at both its May and June meetings to contend with surging inflation, leading the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/goldman-sees-half-point-fed-141144535.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GS":"高盛"},"source_url":"https://finance.yahoo.com/news/goldman-sees-half-point-fed-141144535.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170832075","content_text":"Goldman Sachs Group Inc. said it now expects the Federal Reserve to raise interest rates by a half-percentage point at both its May and June meetings to contend with surging inflation, leading the Wall Street bank to revise up its forecasts for U.S. Treasury yields across the curve.The bank now sees shorter-dated yields rising at a faster pace than longer-dated ones, causing the yield curve to invert by around 20 basis points. It predicts that 2-year yields -- now around 2.24% -- will rise to 2.9% at the end of this year and 3.15% at the end of 2023. Its 2022 forecast on 10-year yields was revised to 2.7%, up from 2.25% previously. The 10-year yield was around 2.45% in trading Friday.The forecast changes follow a steady drumbeat of comments from Fed officials who have said they would be willing to raise rates by a half-percentage point at a time if needed, a type of move the U.S. central bank hasn’t done since 2000. That has pushed up bond yields and left traders across Wall Street bracing for a more aggressive path from the Fed.An inverted yield curve is normally seen as a warning signal of a recession. But Goldman Sachs said that while the risk of an economic slowdown has increased, a modestly inverted curve is a less definitive predictor of a recession, especially in a high-inflation environment like today’s. Inversions were much deeper in the 1970s and early 1980s ahead of a recession, it said.“One feature of our forecast is a modest inversion of the 2s10s yield curve by year-end,” the report said. “However, we note that the nominal curve tends to invert more easily in a high inflation environment, and we could see earlier and/or deeper curve inversions this cycle. In such an environment, a deeper nominal curve inversion may be needed to produce the same recession odds in models as seen in more recent business cycles.”Goldman Sachs’s forecast is for the Fed to end its hiking cycle with its benchmark rate at 3.00-3.25%, compared with the market pricing of 2.50-2.75%. The rate is now at 0.25%-0.50%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005721868,"gmtCreate":1642419634261,"gmtModify":1676533709238,"author":{"id":"3581645065837836","authorId":"3581645065837836","name":"WEESIN","avatar":"https://static.tigerbbs.com/d73ba96f840e09200092b3cc1f5cc3bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581645065837836","idStr":"3581645065837836"},"themes":[],"htmlText":"[smile]&nbsp;[smile]&nbsp;","listText":"[smile]&nbsp;[smile]&nbsp;","text":"[smile] [smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005721868","repostId":"1131862461","repostType":4,"repost":{"id":"1131862461","pubTimestamp":1642412568,"share":"https://ttm.financial/m/news/1131862461?lang=&edition=fundamental","pubTime":"2022-01-17 17:42","market":"us","language":"en","title":"Moderna: High Upside Potential At Current Prices","url":"https://stock-news.laohu8.com/highlight/detail?id=1131862461","media":"Seeking Alpha","summary":"SummaryModerna has a significant first mover competitive advantage by not only developing the COVID-","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Moderna has a significant first mover competitive advantage by not only developing the COVID-19 vaccine but also by scaling the company&#39;s mRNA manufacturing capacity.</li><li>Moderna recently reported the preliminary COVID-19 estimate for product sales in 2021 as being approximately $17.5 billion.</li><li>Recently, Singapore released data showing that COVID-19 deaths were the lowest among Moderna vaccine takers.</li><li>One of the ways that Moderna is keeping ahead of potential mRNA competition is using its $15.3 billion in cash and $3.2 billion in Free Cash Flow to continue building out significant mRNA manufacturing capability across the world.</li><li>The 58% pullback from Moderna&#39;s all-time high of $497.49 gives aggressive growth investors a chance to buy into a company with significant upside potential.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/466434ab0d3291095a83741482c15948\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>Maddie Meyer/Getty Images News</span></p><p>Moderna (NASDAQ:MRNA) has extremely high upside from being a first mover in developing the world&#39;s most advanced mRNA platform. One of the most promising potential solutions for helping prevent or cure some of the most intractable diseases known to man is mRNA technology and Moderna has not only developed the most advanced mRNA platform but has also built out significant mRNA manufacturing capacity worldwide. There are many companies that are in various stages of developing mRNA technology but there are very few that have advanced as far as Moderna has in both developing mRNA technology, as well as having the manufacturing capacity and other commercial infrastructure to produce billions of doses of a vaccine per year. At this time, the only companies that have both the knowledge of advanced mRNA techniques and the manufacturing capacity to compete in the same arena as Moderna is the BioNTech (NASDAQ:BNTX) - Pfizer (NYSE:PFE) partnership.</p><p>Moderna has a significant first mover competitive advantage by not only developing the COVID-19 vaccine but also by scaling the company&#39;s mRNA manufacturing capacity. It is one thing to produce mRNA in a lab setting but quite another to safely mass produce effective vaccines in regulator approved manufacturing sites around the world. Moderna&#39;s first mover advantage has translated into a very large war chest of cash from COVID-19 sales in which the company can use to further its lead by investing in advancing mRNA technology, improving mRNA manufacturing processes, and building out significant manufacturing capability worldwide. Moderna is also well along in developing one of the deepest drug pipelines in the world.</p><p>While a first mover advantage is not exactly a moat, for the next several years at least, Moderna should enjoy a significant lead in developing many different mRNA-based therapies or vaccines to treat numerous difficult to treat diseases. Moderna currently has 40 different drug development programs, which is almost unheard of for such a relatively young biotech company that only two years ago was simply a research outfit. In the end, Moderna&#39;s mRNA platform and manufacturing capacity should result in significant long-term upside for investors buying into Moderna&#39;s stock today.</p><p>Advantages of mRNA Technology</p><p>The reason why Moderna was able to rapidly develop a COVID-19 solution, while at the same time continuing to build out a significant number of drug development programs is because of the nature of mRNA technology.</p><blockquote>The development and manufacturing of mRNA for use as therapeutics<i>and</i>vaccines are comparatively simple, scalable<i>and</i>extremely rapid.</blockquote><blockquote>Source:Millapore Sigma</blockquote><p>There are numerous advantages of a mRNA platform over traditional drug making. The major advantages of a mRNA platform that were demonstrated by the response to the COVID-19 pandemic was the ability to take the sequence of the virus and quickly move from development, to clinical trials, to approval, to mass manufacturing of a vaccine in a very rapid period of time. As Moderna and others get more experience and regulatory bodies get more comfortable with mRNA technology, I can see the day in the future where the response time of discovery of a virulent virus to clinical trials of a vaccine, to vaccine approval, to mass manufacturing of the vaccine could significantly shrink. Right now, it looks like it takes about 9 months to a year to move from virus discovery to eventually making it into people&#39;s arms. Eventually, this response time could shrink to matter of a few months.</p><p>Omnicron was first identified as a variant around November 24, 2021. Moderna CEO Stéphane Bancel said in a CNBC interview that clinical trials for an Omnicron vaccine will start soon and a Omnicron vaccine should be available by fall. This type of rapid response to infectious diseases is unheard of before now and as time goes along, mRNA platform companies could not only become proficient in rapidly producing vaccines against specific viruses but also become proficient at producing vaccines against specific strains of a virus, in specific regions of the world. Among the reason why I think Moderna is building manufacturing capacity in different countries and regions of the world is because vaccines will eventually be less of a one size fits all countries and be more along the lines of regional manufacturing sites creating vaccines specific for the most prevalent viruses and strains of virus in that specific region.</p><p>Another potential huge advantage of a mRNA platform is flexibility. Theoretically, a mRNA manufacturing plant can be relatively rapidly switched to producing any other mRNA-based drug. It is possible that a mRNA plant that makes COVID-19 vaccines could be rapidly switched to making an Ebola vaccine, for instance. This is in contrast to the manufacturing process of many traditional drugs that require a dedicated plant to produce a drug. This could make the CapEx involved for producing multiple different types of drugs, far lower than a traditional drug manufacturer.</p><p>The COVID-19 pandemic has highlighted exactly how easy it is to change the vaccine simply by plugging the genetic sequence of any virus that Moderna wants to target right into its basic mRNA platform. This is not only useful for being able to attack different strains of COVID-19 but also means that Moderna has the ability of using the sequence of any virus whether that be the flu, HIV, CMV, Tuberculosis, Zika, or Rabies and quickly produce a vaccine ready for testing.</p><p><b>COVID-19 Progress</b></p><p>COVID-19 has totally changed the fortunes of Moderna within just two years. Up until 2020, Moderna was only a little-known drug research outfit that had very little revenues but being the second company to bring a viable vaccine to protect against COVID-19 into US markets, has made Moderna very widely known worldwide and the company has built a huge brand that is on the verge of becoming a giant within the drug industry.</p><p>There is real world evidence that up until now, Moderna has produced the most effective COVID-19 vaccine. Data from all over the world supports the very strong efficacy that was shown in phase III data in the USA. Recently, Singapore released data showing that COVID-19 deaths were lowest among Moderna takers. Singapore had 802 deaths out of which 70% were unvaccinated. Between Moderna, Pfizer-BioNTech, Sinopharm and Sinovac vaccines, Moderna had the least death rates:</p><ul><li>11 deaths per 100,000: Sinovac</li><li>7.8 deaths per 100,000: Sinopharm</li><li>6.2 deaths per 100,000: Pfizer/BioNTech</li><li>1 death per 100,000: Moderna</li></ul><p>Over the course of 2021, Moderna shipped 807 million doses of Spikevax, Moderna&#39;s COVID-19 vaccine, to many different locations around the world, with around 25% of those doses going to low-income and middle-income countries. Moderna reported recently during the JPMorgan 40th Annual Healthcare Conference on January 10th, that the preliminary estimate for Spikevax product sales in 2021 is around $17.5 billion.</p><p>Because of the huge demand for Moderna&#39;s vaccine worldwide, for a decent part of 2021, the company was supply constrained but that situation is beginning to turn around now. Moderna CEO Stephane Bancel attributes the reason for supply constraints as Moderna having a higher dose than the Pfizer-BioNTech vaccine. The higher dose was a big drain on manufacturing resources. Moderna has since built out additional manufacturing capacity over the course of 2021 and is now in much better shape to address COVID-19 demand. In Q4, Moderna shipped 300 million doses, which is a run rate of 1.2 billion doses. Moderna believes that they can produce two billion to three billion doses of boosters over the course of 2022, if necessary.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f41315e4b985027121aaf2dfca75dc71\" tg-width=\"640\" tg-height=\"356\" width=\"100%\" height=\"auto\"/><span>Moderna Spikevax advanced purchase agreements</span></p><p>Because COVID-19 vaccine makers have lately been having to play whack-a-mole with new variants, the demand for Spikevax is still rising. As can be seen from the above graphic, from November 4th to January 10th, Moderna has gained and additional $1.5 billion in advanced purchase agreements (&#34;APA&#34;) and $0.5 Billion in options, with those numbers being mostly heavily weighted toward the first half of the year. Moderna is still having ongoing discussions with many countries about whether additional vaccines will need to be added to address the fall moving into winter of &#39;22. I expect that when all is said and done, Moderna could wind up signing additional APAs over the course of the year. So, it looks like 2022 might again be another banner year for Moderna.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e1246421e026d6fd58bec48546a19260\" tg-width=\"640\" tg-height=\"362\" width=\"100%\" height=\"auto\"/><span>How COVID-19 is likely to evolve</span></p><p>Currently, the world is in the midst of variant reinfection waves, which will likely continue throughout 2022 but by 2023 COVID-19 should become more seasonal and endemic. Morbidity waves are expected to become lower and lower over the next several years and there is a good chance that COVID-19 will be seen more like the flu is perceived today within a year or two. Post-pandemic, COVID-19 is expected to mostly only affect people aged 50-plus, health care workers, immunocompromised people and other high-risk populations. These groups will likely need boosters to ensure that they do not get severe disease and hospitalization. As COVID-19 winds down, demand for Spikevax will probably begin dropping in the 2023-to-2024-time frame. This is why some people have been predicting revenue declines for Moderna. Well, what is Moderna&#39;s post pandemic plan to replace the likely COVID-19 vaccine declining revenues?</p><p><b>Moderna&#39;s Plan Moving Forward</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9965c1224ac3e57e5a4c764bbb50975\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"/><span>Moderna Product Strategy in 2022</span></p><p>The initial way that Moderna plans on countering the likely COVID-19 vaccine decline is by bundling different seasonal respiratory vaccines together into just one vaccine. The days of getting COVID-19 specific vaccine seem to be waning and a pan-respiratory vaccine will likely compete extremely effectively with any laggards coming to the market late with only a COVID-19 solution.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4995949c9a253ebe6663e2deeb5ccce3\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"/><span>Moderna vision for pan-respiratory vaccine</span></p><p>Moderna&#39;s vision is that an annual single-dose pan-respiratory booster can be customized to fit different demographics, different geographies, and different respiratory diseases over time. Eventually, Moderna even expects to target specific strains of respiratory diseases in specific regions. I wouldn&#39;t be surprised if a pan-respiratory vaccine starts to appear within two years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb027ec45a0750fdcd8b65307c4008d1\" tg-width=\"640\" tg-height=\"359\" width=\"100%\" height=\"auto\"/><span>Moderna Strategy After COVID-19</span></p><p>Unlike vaccine technology from companies like Novavax (NASDAQ:NVAX), mRNA can be used for many other different purposes besides infectious diseases.Novavax&#39;s pipeline only consists of 9 programs that target 5 other infectious diseases other than COVID-19. Most of Novavax&#39;s pipeline is mostly concerned with respiratory diseases, with only one direct contact latent virus, Ebola, appearing on the list.</p><p>In contrast, Moderna is much further ahead in developing solutions against multiple latent viruses that are a lot more prevalent than Ebola. The first ones being targeted and are already in clinical trials are CMV and EBV, with HIV soon to begin trials. CMV is Moderna&#39;s most advanced drug in the pipeline and the first patient has already been dosed in phase III trials. Besides CMV, EBV, and HIV, there a many other undisclosed latent viruses being worked on in the labs.</p><p>The next area that Moderna is prioritizing is in developing therapeutics using mRNA technology which allows the company to produce oncology products, cardio products, rare genetic disease products and autoimmune disease products. This is an area that has significant upside for Moderna. Moderna will be using totally new approaches to develop solutions against cancer and develop solutions for diseases that currently have no significant solutions. Recently, Moderna formed a partnership with Carisma Therapeutics. Moderna plans to combine its mRNA technology with Carisma Therapeutics&#39; engineered macrophage technology to develop solutions against solid tumor cancer. The reason why this is important is because while autologous CAR-Ts have really good data in Heme malignancies, which are blood cancers, they have not been very effective in solid tumors and eighty percent of cancer patients die of solid tumors. I won&#39;t go deep into the science behind it but scientist know the reasons why CAR-Ts are not as effective with solid tumors, and both companies think Carisma Therapeutics&#39; CAR-Macrophage&#39;s technology combined with mRNA technology can produce revolutionary new ways to essentially cure the most prevalent and difficult to treat form of cancer deaths which are solid tumors.</p><blockquote>Moderna&#39;s deep expertise in mRNA and LNP technologies opens up a potentially game-changing opportunity for engineered macrophages. In vivo delivery directly to monocytes and macrophages enables an off-the-shelf therapeutic approach that uses the patients&#39; own cells to provide a truly personalized treatment.</blockquote><blockquote>Source: Steven Kelly, President and Chief Executive Officer of Carisma</blockquote><p>Right now, there is no way to factor in the upside of Moderna potentially developing a significantly better solution to attacking and possibly curing solid tumor cancer. The therapies that could come out of partnerships like the one Moderna has with Carisma could potentially produce home runs just as big, if not bigger than the COVID-19 vaccine.</p><p>The fourth area that Moderna is developing solutions using gene-editing enzymes. Moderna has only seriously got into gene editing relatively recently when the company signed a collaboration with Metagenomi. For those unaware,gene-editing is the same strategy that companies like Editas (NASDAQ:EDIT) and CRISPR Therapeutics (NASDAQ:CRSP) are pursuing. The focus for the Metagenomi collaboration will be on serious genetic diseases.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8041f6f8edad22795cbe4a3295d68973\" tg-width=\"640\" tg-height=\"361\" width=\"100%\" height=\"auto\"/><span>Moderna capital allocation priorities</span></p><p>Moderna has already started spending its huge cash flows derived from COVID-19 vaccine sales. I just wanted to include the above slide in this article because it shows that Moderna&#39;s number one capital allocation priority is investing in R&amp;D, manufacturing infrastructure and continuing to build out the company&#39;s commercial infrastructure. The second priority is investing in external investment opportunities, either in the form of collaborations or M&amp;A. The collaborations with Metagenomi and Carisma Therapeutics are examples of this second priority.</p><p><b>Manufacturing Capacity</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36484ebc09cffbacbfa8ce06eea49f22\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"/><span>Moderna In-country vaccine manufacturing</span></p><p>There is a rather large set of existing potential competitors to Moderna and there are also countries like India that are supporting rising home-grown mRNA platform companies. One of the ways that Moderna is keeping ahead of such efforts from competitors is using its $15.3 billion in cash and $3.2 billion in Free Cash Flow at the end of Q3, to build out significant mRNA manufacturing capability across the world. Moderna has announced in principle agreements with Australia and Canadato build out mRNA vaccine manufacturing plants within those countries. These announcements are in addition to the plans to build a factory capable of producing up to 500 million vaccine doses in Africa each year. I believe Moderna is still in the process of choosing which African country the manufacturing site will be located in.</p><p><b>Risks</b></p><p>The major risk that Moderna faces in the short term is revenue from the COVID-19 declining faster than Moderna can get other vaccines or therapies on to market and show superior results. The closest drug to approval is a CMV vaccine. An approval of the CMV vaccine would likely shoot Moderna&#39;s stock higher because it would show that mRNA is viable for addressing other diseases. A CMV rejection would likely drop Moderna&#39;s stock much lower.</p><p>Another major risk for Moderna are patent disputes and lawsuits. Moderna recently had to back down in a dispute with the NIH over COVID-19 patents and Moderna could also soon face a patent infringement lawsuit from Arbutus (NASDAQ:ABUS) over the COVID-19 vaccine. Currently, it is unknown how these disputes will impact Moderna over the longer term.</p><p><b>Analyst Price Targets</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c0e5d79d00e415b16e4141b35eaaad4\" tg-width=\"461\" tg-height=\"416\" width=\"100%\" height=\"auto\"/><span>Moderna Analyst Price Targets</span></p><p>The above is based on 15 Wall Street analysts offering 12-month price targets for Moderna in the last 3 months. The average price target is $289.07 with a high forecast of $506.00 and a low forecast of $86.00. The average price target represents a 38% increase from the last price of $210.17.</p><p><b>Valuation</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19ae061dd4c060bb37f43ff041dc2577\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ff983411a9b9571f66378eddc98653c\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/259a902789541a798fdf388cf46d6b37\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>The comparisons between these three relatively new biotechs with COVID-19 vaccines already shipping, shows Moderna is the most highly valued stock but BioNTech has the best revenue growth and operating margins. Going strictly by value, BioNTech is probably the best buy but in reality, all three companies are biotechs, in which one hit product or one large dismal failure can change the fortunes of the company. I view all three companies as very speculative, even with the success achieved by producing solutions for the COVID-19 pandemic.</p><p>I am not a big fan of trying to use valuation techniques on any biotech company. There is simply no way to value the future potential success or failure of the bets that many biotech companies make. If Moderna is part of curing solid tumor cancer, for instance, Moderna&#39;s current valuation will be viewed in hindsight as being way too low. If most of Moderna&#39;s pipeline fails then the valuation will be viewed in hindsight as being way too high.</p><p><b>Conclusion</b></p><p>Moderna is a high risk, high reward bet on mRNA technology succeeding in either preventing or curing many difficult to treat diseases. This is a stock that is strictly for long-term aggressive growth investors that are interested in speculating on potential home-run type products over a five-to-ten-year time frame. The risk that Moderna is only a one-product company is somewhat mitigated by the fact that the efficacy of the COVID-19 vaccine was so high, that is serves as a kind of proof of concept that a mRNA platform can produce other novel ways of addressing other difficult diseases.</p><p>The 58% pullback from Moderna&#39;s all-time high of $497.49 gives aggressive growth investors a chance to buy into a company with significant potential upside. However, risk averse or investors sensitive to short-term price movements should avoid Moderna&#39;s stock for now because there is significant downside risk if COVID-19 revenue drops off too rapidly before Moderna can show that it can achieve similar success in addressing other diseases.</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>Moderna: High Upside Potential At Current Prices</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\">\nModerna: High Upside Potential At Current Prices\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-17 17:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4479930-moderna-high-upside-potential-at-current-prices><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryModerna has a significant first mover competitive advantage by not only developing the COVID-19 vaccine but also by scaling the company's mRNA manufacturing capacity.Moderna recently reported ...</p>\n\n<a href=\"https://seekingalpha.com/article/4479930-moderna-high-upside-potential-at-current-prices\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc."},"source_url":"https://seekingalpha.com/article/4479930-moderna-high-upside-potential-at-current-prices","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131862461","content_text":"SummaryModerna has a significant first mover competitive advantage by not only developing the COVID-19 vaccine but also by scaling the company's mRNA manufacturing capacity.Moderna recently reported the preliminary COVID-19 estimate for product sales in 2021 as being approximately $17.5 billion.Recently, Singapore released data showing that COVID-19 deaths were the lowest among Moderna vaccine takers.One of the ways that Moderna is keeping ahead of potential mRNA competition is using its $15.3 billion in cash and $3.2 billion in Free Cash Flow to continue building out significant mRNA manufacturing capability across the world.The 58% pullback from Moderna's all-time high of $497.49 gives aggressive growth investors a chance to buy into a company with significant upside potential.Maddie Meyer/Getty Images NewsModerna (NASDAQ:MRNA) has extremely high upside from being a first mover in developing the world's most advanced mRNA platform. One of the most promising potential solutions for helping prevent or cure some of the most intractable diseases known to man is mRNA technology and Moderna has not only developed the most advanced mRNA platform but has also built out significant mRNA manufacturing capacity worldwide. There are many companies that are in various stages of developing mRNA technology but there are very few that have advanced as far as Moderna has in both developing mRNA technology, as well as having the manufacturing capacity and other commercial infrastructure to produce billions of doses of a vaccine per year. At this time, the only companies that have both the knowledge of advanced mRNA techniques and the manufacturing capacity to compete in the same arena as Moderna is the BioNTech (NASDAQ:BNTX) - Pfizer (NYSE:PFE) partnership.Moderna has a significant first mover competitive advantage by not only developing the COVID-19 vaccine but also by scaling the company's mRNA manufacturing capacity. It is one thing to produce mRNA in a lab setting but quite another to safely mass produce effective vaccines in regulator approved manufacturing sites around the world. Moderna's first mover advantage has translated into a very large war chest of cash from COVID-19 sales in which the company can use to further its lead by investing in advancing mRNA technology, improving mRNA manufacturing processes, and building out significant manufacturing capability worldwide. Moderna is also well along in developing one of the deepest drug pipelines in the world.While a first mover advantage is not exactly a moat, for the next several years at least, Moderna should enjoy a significant lead in developing many different mRNA-based therapies or vaccines to treat numerous difficult to treat diseases. Moderna currently has 40 different drug development programs, which is almost unheard of for such a relatively young biotech company that only two years ago was simply a research outfit. In the end, Moderna's mRNA platform and manufacturing capacity should result in significant long-term upside for investors buying into Moderna's stock today.Advantages of mRNA TechnologyThe reason why Moderna was able to rapidly develop a COVID-19 solution, while at the same time continuing to build out a significant number of drug development programs is because of the nature of mRNA technology.The development and manufacturing of mRNA for use as therapeuticsandvaccines are comparatively simple, scalableandextremely rapid.Source:Millapore SigmaThere are numerous advantages of a mRNA platform over traditional drug making. The major advantages of a mRNA platform that were demonstrated by the response to the COVID-19 pandemic was the ability to take the sequence of the virus and quickly move from development, to clinical trials, to approval, to mass manufacturing of a vaccine in a very rapid period of time. As Moderna and others get more experience and regulatory bodies get more comfortable with mRNA technology, I can see the day in the future where the response time of discovery of a virulent virus to clinical trials of a vaccine, to vaccine approval, to mass manufacturing of the vaccine could significantly shrink. Right now, it looks like it takes about 9 months to a year to move from virus discovery to eventually making it into people's arms. Eventually, this response time could shrink to matter of a few months.Omnicron was first identified as a variant around November 24, 2021. Moderna CEO Stéphane Bancel said in a CNBC interview that clinical trials for an Omnicron vaccine will start soon and a Omnicron vaccine should be available by fall. This type of rapid response to infectious diseases is unheard of before now and as time goes along, mRNA platform companies could not only become proficient in rapidly producing vaccines against specific viruses but also become proficient at producing vaccines against specific strains of a virus, in specific regions of the world. Among the reason why I think Moderna is building manufacturing capacity in different countries and regions of the world is because vaccines will eventually be less of a one size fits all countries and be more along the lines of regional manufacturing sites creating vaccines specific for the most prevalent viruses and strains of virus in that specific region.Another potential huge advantage of a mRNA platform is flexibility. Theoretically, a mRNA manufacturing plant can be relatively rapidly switched to producing any other mRNA-based drug. It is possible that a mRNA plant that makes COVID-19 vaccines could be rapidly switched to making an Ebola vaccine, for instance. This is in contrast to the manufacturing process of many traditional drugs that require a dedicated plant to produce a drug. This could make the CapEx involved for producing multiple different types of drugs, far lower than a traditional drug manufacturer.The COVID-19 pandemic has highlighted exactly how easy it is to change the vaccine simply by plugging the genetic sequence of any virus that Moderna wants to target right into its basic mRNA platform. This is not only useful for being able to attack different strains of COVID-19 but also means that Moderna has the ability of using the sequence of any virus whether that be the flu, HIV, CMV, Tuberculosis, Zika, or Rabies and quickly produce a vaccine ready for testing.COVID-19 ProgressCOVID-19 has totally changed the fortunes of Moderna within just two years. Up until 2020, Moderna was only a little-known drug research outfit that had very little revenues but being the second company to bring a viable vaccine to protect against COVID-19 into US markets, has made Moderna very widely known worldwide and the company has built a huge brand that is on the verge of becoming a giant within the drug industry.There is real world evidence that up until now, Moderna has produced the most effective COVID-19 vaccine. Data from all over the world supports the very strong efficacy that was shown in phase III data in the USA. Recently, Singapore released data showing that COVID-19 deaths were lowest among Moderna takers. Singapore had 802 deaths out of which 70% were unvaccinated. Between Moderna, Pfizer-BioNTech, Sinopharm and Sinovac vaccines, Moderna had the least death rates:11 deaths per 100,000: Sinovac7.8 deaths per 100,000: Sinopharm6.2 deaths per 100,000: Pfizer/BioNTech1 death per 100,000: ModernaOver the course of 2021, Moderna shipped 807 million doses of Spikevax, Moderna's COVID-19 vaccine, to many different locations around the world, with around 25% of those doses going to low-income and middle-income countries. Moderna reported recently during the JPMorgan 40th Annual Healthcare Conference on January 10th, that the preliminary estimate for Spikevax product sales in 2021 is around $17.5 billion.Because of the huge demand for Moderna's vaccine worldwide, for a decent part of 2021, the company was supply constrained but that situation is beginning to turn around now. Moderna CEO Stephane Bancel attributes the reason for supply constraints as Moderna having a higher dose than the Pfizer-BioNTech vaccine. The higher dose was a big drain on manufacturing resources. Moderna has since built out additional manufacturing capacity over the course of 2021 and is now in much better shape to address COVID-19 demand. In Q4, Moderna shipped 300 million doses, which is a run rate of 1.2 billion doses. Moderna believes that they can produce two billion to three billion doses of boosters over the course of 2022, if necessary.Moderna Spikevax advanced purchase agreementsBecause COVID-19 vaccine makers have lately been having to play whack-a-mole with new variants, the demand for Spikevax is still rising. As can be seen from the above graphic, from November 4th to January 10th, Moderna has gained and additional $1.5 billion in advanced purchase agreements (\"APA\") and $0.5 Billion in options, with those numbers being mostly heavily weighted toward the first half of the year. Moderna is still having ongoing discussions with many countries about whether additional vaccines will need to be added to address the fall moving into winter of '22. I expect that when all is said and done, Moderna could wind up signing additional APAs over the course of the year. So, it looks like 2022 might again be another banner year for Moderna.How COVID-19 is likely to evolveCurrently, the world is in the midst of variant reinfection waves, which will likely continue throughout 2022 but by 2023 COVID-19 should become more seasonal and endemic. Morbidity waves are expected to become lower and lower over the next several years and there is a good chance that COVID-19 will be seen more like the flu is perceived today within a year or two. Post-pandemic, COVID-19 is expected to mostly only affect people aged 50-plus, health care workers, immunocompromised people and other high-risk populations. These groups will likely need boosters to ensure that they do not get severe disease and hospitalization. As COVID-19 winds down, demand for Spikevax will probably begin dropping in the 2023-to-2024-time frame. This is why some people have been predicting revenue declines for Moderna. Well, what is Moderna's post pandemic plan to replace the likely COVID-19 vaccine declining revenues?Moderna's Plan Moving ForwardModerna Product Strategy in 2022The initial way that Moderna plans on countering the likely COVID-19 vaccine decline is by bundling different seasonal respiratory vaccines together into just one vaccine. The days of getting COVID-19 specific vaccine seem to be waning and a pan-respiratory vaccine will likely compete extremely effectively with any laggards coming to the market late with only a COVID-19 solution.Moderna vision for pan-respiratory vaccineModerna's vision is that an annual single-dose pan-respiratory booster can be customized to fit different demographics, different geographies, and different respiratory diseases over time. Eventually, Moderna even expects to target specific strains of respiratory diseases in specific regions. I wouldn't be surprised if a pan-respiratory vaccine starts to appear within two years.Moderna Strategy After COVID-19Unlike vaccine technology from companies like Novavax (NASDAQ:NVAX), mRNA can be used for many other different purposes besides infectious diseases.Novavax's pipeline only consists of 9 programs that target 5 other infectious diseases other than COVID-19. Most of Novavax's pipeline is mostly concerned with respiratory diseases, with only one direct contact latent virus, Ebola, appearing on the list.In contrast, Moderna is much further ahead in developing solutions against multiple latent viruses that are a lot more prevalent than Ebola. The first ones being targeted and are already in clinical trials are CMV and EBV, with HIV soon to begin trials. CMV is Moderna's most advanced drug in the pipeline and the first patient has already been dosed in phase III trials. Besides CMV, EBV, and HIV, there a many other undisclosed latent viruses being worked on in the labs.The next area that Moderna is prioritizing is in developing therapeutics using mRNA technology which allows the company to produce oncology products, cardio products, rare genetic disease products and autoimmune disease products. This is an area that has significant upside for Moderna. Moderna will be using totally new approaches to develop solutions against cancer and develop solutions for diseases that currently have no significant solutions. Recently, Moderna formed a partnership with Carisma Therapeutics. Moderna plans to combine its mRNA technology with Carisma Therapeutics' engineered macrophage technology to develop solutions against solid tumor cancer. The reason why this is important is because while autologous CAR-Ts have really good data in Heme malignancies, which are blood cancers, they have not been very effective in solid tumors and eighty percent of cancer patients die of solid tumors. I won't go deep into the science behind it but scientist know the reasons why CAR-Ts are not as effective with solid tumors, and both companies think Carisma Therapeutics' CAR-Macrophage's technology combined with mRNA technology can produce revolutionary new ways to essentially cure the most prevalent and difficult to treat form of cancer deaths which are solid tumors.Moderna's deep expertise in mRNA and LNP technologies opens up a potentially game-changing opportunity for engineered macrophages. In vivo delivery directly to monocytes and macrophages enables an off-the-shelf therapeutic approach that uses the patients' own cells to provide a truly personalized treatment.Source: Steven Kelly, President and Chief Executive Officer of CarismaRight now, there is no way to factor in the upside of Moderna potentially developing a significantly better solution to attacking and possibly curing solid tumor cancer. The therapies that could come out of partnerships like the one Moderna has with Carisma could potentially produce home runs just as big, if not bigger than the COVID-19 vaccine.The fourth area that Moderna is developing solutions using gene-editing enzymes. Moderna has only seriously got into gene editing relatively recently when the company signed a collaboration with Metagenomi. For those unaware,gene-editing is the same strategy that companies like Editas (NASDAQ:EDIT) and CRISPR Therapeutics (NASDAQ:CRSP) are pursuing. The focus for the Metagenomi collaboration will be on serious genetic diseases.Moderna capital allocation prioritiesModerna has already started spending its huge cash flows derived from COVID-19 vaccine sales. I just wanted to include the above slide in this article because it shows that Moderna's number one capital allocation priority is investing in R&D, manufacturing infrastructure and continuing to build out the company's commercial infrastructure. The second priority is investing in external investment opportunities, either in the form of collaborations or M&A. The collaborations with Metagenomi and Carisma Therapeutics are examples of this second priority.Manufacturing CapacityModerna In-country vaccine manufacturingThere is a rather large set of existing potential competitors to Moderna and there are also countries like India that are supporting rising home-grown mRNA platform companies. One of the ways that Moderna is keeping ahead of such efforts from competitors is using its $15.3 billion in cash and $3.2 billion in Free Cash Flow at the end of Q3, to build out significant mRNA manufacturing capability across the world. Moderna has announced in principle agreements with Australia and Canadato build out mRNA vaccine manufacturing plants within those countries. These announcements are in addition to the plans to build a factory capable of producing up to 500 million vaccine doses in Africa each year. I believe Moderna is still in the process of choosing which African country the manufacturing site will be located in.RisksThe major risk that Moderna faces in the short term is revenue from the COVID-19 declining faster than Moderna can get other vaccines or therapies on to market and show superior results. The closest drug to approval is a CMV vaccine. An approval of the CMV vaccine would likely shoot Moderna's stock higher because it would show that mRNA is viable for addressing other diseases. A CMV rejection would likely drop Moderna's stock much lower.Another major risk for Moderna are patent disputes and lawsuits. Moderna recently had to back down in a dispute with the NIH over COVID-19 patents and Moderna could also soon face a patent infringement lawsuit from Arbutus (NASDAQ:ABUS) over the COVID-19 vaccine. Currently, it is unknown how these disputes will impact Moderna over the longer term.Analyst Price TargetsModerna Analyst Price TargetsThe above is based on 15 Wall Street analysts offering 12-month price targets for Moderna in the last 3 months. The average price target is $289.07 with a high forecast of $506.00 and a low forecast of $86.00. The average price target represents a 38% increase from the last price of $210.17.ValuationData by YChartsData by YChartsData by YChartsThe comparisons between these three relatively new biotechs with COVID-19 vaccines already shipping, shows Moderna is the most highly valued stock but BioNTech has the best revenue growth and operating margins. Going strictly by value, BioNTech is probably the best buy but in reality, all three companies are biotechs, in which one hit product or one large dismal failure can change the fortunes of the company. I view all three companies as very speculative, even with the success achieved by producing solutions for the COVID-19 pandemic.I am not a big fan of trying to use valuation techniques on any biotech company. There is simply no way to value the future potential success or failure of the bets that many biotech companies make. If Moderna is part of curing solid tumor cancer, for instance, Moderna's current valuation will be viewed in hindsight as being way too low. If most of Moderna's pipeline fails then the valuation will be viewed in hindsight as being way too high.ConclusionModerna is a high risk, high reward bet on mRNA technology succeeding in either preventing or curing many difficult to treat diseases. This is a stock that is strictly for long-term aggressive growth investors that are interested in speculating on potential home-run type products over a five-to-ten-year time frame. The risk that Moderna is only a one-product company is somewhat mitigated by the fact that the efficacy of the COVID-19 vaccine was so high, that is serves as a kind of proof of concept that a mRNA platform can produce other novel ways of addressing other difficult diseases.The 58% pullback from Moderna's all-time high of $497.49 gives aggressive growth investors a chance to buy into a company with significant potential upside. However, risk averse or investors sensitive to short-term price movements should avoid Moderna's stock for now because there is significant downside risk if COVID-19 revenue drops off too rapidly before Moderna can show that it can achieve similar success in addressing other diseases.","news_type":1},"isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005661339,"gmtCreate":1642293328640,"gmtModify":1676533697835,"author":{"id":"3581645065837836","authorId":"3581645065837836","name":"WEESIN","avatar":"https://static.tigerbbs.com/d73ba96f840e09200092b3cc1f5cc3bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581645065837836","idStr":"3581645065837836"},"themes":[],"htmlText":"[smile]&nbsp;[smile]&nbsp;","listText":"[smile]&nbsp;[smile]&nbsp;","text":"[smile] [smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005661339","repostId":"2203201745","repostType":4,"repost":{"id":"2203201745","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":1642201908,"share":"https://ttm.financial/m/news/2203201745?lang=&edition=fundamental","pubTime":"2022-01-15 07:11","market":"us","language":"en","title":"US STOCKS-Dow Closes Lower after Disappointing Bank Results","url":"https://stock-news.laohu8.com/highlight/detail?id=2203201745","media":"Reuters","summary":"The Dow closed lower with a big drag from financial stocks as investors were disappointed by fourth quarter results from big U.S. banks, which cast a shadow over the earnings season kick-off.The Nasda","content":"<html><head></head><body><p>The Dow closed lower with a big drag from financial stocks as investors were disappointed by fourth quarter results from big U.S. banks, which cast a shadow over the earnings season kick-off.</p><p>The Nasdaq and the S&amp;P regained lost ground in afternoon trading to close higher. Meanwhile the consumer discretionary</p><p>also put pressure on major indexes after morning data showed a December decline in retail sales and a souring of consumer sentiment.</p><p>JPMorgan Chase &amp; Co tumbled after reporting weaker performance at its trading arm. The bellwether lender also warned that soaring inflation, the looming threat of Omicron and trading revenues would challenge industry growth in coming months.</p><p>Along with JPMorgan, big decliners putting pressure on the Dow included Goldman Sachs, American Express and Home Depot.</p><p>$Citigroup Inc(C-N)$ shares fell after it reported a 26% drop in fourth-quarter profit, while asset manager BlackRock Inc</p><p>fell after missing quarterly revenue expectations.</p><p>The earnings kick-off had investors taking profits in the S&amp;P 500 bank subsector after it had hit an intraday high in the previous session. Financial stocks had been outperforming the S&amp;P recently as investors bet that the Federal Reserve&#39;s expected interest rate hikes will boost bank profits.</p><p>&#34;The bar was very high going into (JPMorgan) results. On the surface it was good but, under the hood, not so much,&#34; said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles. In the interest rate hiking cycle expected this year &#34;positioning was very crowded on the long side&#34; going into the earnings season.</p><p>For consumer stock weakness, James pointed to &#34;clearly disappointing&#34; retail sales, which dropped 1.9% last month due to shortages of goods and an explosion of COVID-19 infections.</p><p>Separate data showed soaring inflation hit U.S. consumer sentiment in January, pushing it to its second lowest level in a decade.</p><p>Retail sales and bank loan growth raised doubts about the economic outlook for the current quarter and 2022 for Keith Buchanan, portfolio manager at Globalt in Atlanta.</p><p>&#34;The question is, does the economy have enough strength to get through the risk Omicron brings as fiscal and monetary stimulus is rolling off,&#34; Buchanan said.</p><p>According to preliminary data, the S&amp;P 500 gained 2.89 points, or 0.06%, to end at 4,661.92 points, while the Nasdaq Composite gained 81.98 points, or 0.55%, to 14,889.73. The Dow Jones Industrial Average fell 208.43 points, or 0.58%, to 35,905.19.</p><p>Analysts see S&amp;P 500 companies earnings rising 23.1% in the fourth quarter, according to IBES data from Refinitiv.</p><p>One bright spot in the bank sector on Friday however was Wells Fargo &amp; Co, which gained ground after posting a bigger-than-expected rise in fourth-quarter profit.</p><p>Casino operators Las Vegas Sands, Melco Resorts and Wynn Resorts rallied after Macau&#39;s government capped the number of new casino operators allowed to operate to six for a period of 10 years.</p><p>U.S. stock markets will remain shut on Monday for the public holiday in honor of Martin Luther King.</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-Dow Closes Lower after Disappointing Bank Results</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-Dow Closes Lower after Disappointing Bank Results\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\">2022-01-15 07:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Dow closed lower with a big drag from financial stocks as investors were disappointed by fourth quarter results from big U.S. banks, which cast a shadow over the earnings season kick-off.</p><p>The Nasdaq and the S&amp;P regained lost ground in afternoon trading to close higher. Meanwhile the consumer discretionary</p><p>also put pressure on major indexes after morning data showed a December decline in retail sales and a souring of consumer sentiment.</p><p>JPMorgan Chase &amp; Co tumbled after reporting weaker performance at its trading arm. The bellwether lender also warned that soaring inflation, the looming threat of Omicron and trading revenues would challenge industry growth in coming months.</p><p>Along with JPMorgan, big decliners putting pressure on the Dow included Goldman Sachs, American Express and Home Depot.</p><p>$Citigroup Inc(C-N)$ shares fell after it reported a 26% drop in fourth-quarter profit, while asset manager BlackRock Inc</p><p>fell after missing quarterly revenue expectations.</p><p>The earnings kick-off had investors taking profits in the S&amp;P 500 bank subsector after it had hit an intraday high in the previous session. Financial stocks had been outperforming the S&amp;P recently as investors bet that the Federal Reserve&#39;s expected interest rate hikes will boost bank profits.</p><p>&#34;The bar was very high going into (JPMorgan) results. On the surface it was good but, under the hood, not so much,&#34; said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles. In the interest rate hiking cycle expected this year &#34;positioning was very crowded on the long side&#34; going into the earnings season.</p><p>For consumer stock weakness, James pointed to &#34;clearly disappointing&#34; retail sales, which dropped 1.9% last month due to shortages of goods and an explosion of COVID-19 infections.</p><p>Separate data showed soaring inflation hit U.S. consumer sentiment in January, pushing it to its second lowest level in a decade.</p><p>Retail sales and bank loan growth raised doubts about the economic outlook for the current quarter and 2022 for Keith Buchanan, portfolio manager at Globalt in Atlanta.</p><p>&#34;The question is, does the economy have enough strength to get through the risk Omicron brings as fiscal and monetary stimulus is rolling off,&#34; Buchanan said.</p><p>According to preliminary data, the S&amp;P 500 gained 2.89 points, or 0.06%, to end at 4,661.92 points, while the Nasdaq Composite gained 81.98 points, or 0.55%, to 14,889.73. The Dow Jones Industrial Average fell 208.43 points, or 0.58%, to 35,905.19.</p><p>Analysts see S&amp;P 500 companies earnings rising 23.1% in the fourth quarter, according to IBES data from Refinitiv.</p><p>One bright spot in the bank sector on Friday however was Wells Fargo &amp; Co, which gained ground after posting a bigger-than-expected rise in fourth-quarter profit.</p><p>Casino operators Las Vegas Sands, Melco Resorts and Wynn Resorts rallied after Macau&#39;s government capped the number of new casino operators allowed to operate to six for a period of 10 years.</p><p>U.S. stock markets will remain shut on Monday for the public holiday in honor of Martin Luther King.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","GS":"高盛",".SPX":"S&P 500 Index",".DJI":"道琼斯","BK4566":"资本集团","BK4559":"巴菲特持仓",".IXIC":"NASDAQ Composite","BK4534":"瑞士信贷持仓","AXP":"美国运通","BK4083":"家庭装潢零售","SPY":"标普500ETF","BK4166":"消费信贷","BK4567":"ESG概念","HD":"家得宝"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2203201745","content_text":"The Dow closed lower with a big drag from financial stocks as investors were disappointed by fourth quarter results from big U.S. banks, which cast a shadow over the earnings season kick-off.The Nasdaq and the S&P regained lost ground in afternoon trading to close higher. Meanwhile the consumer discretionaryalso put pressure on major indexes after morning data showed a December decline in retail sales and a souring of consumer sentiment.JPMorgan Chase & Co tumbled after reporting weaker performance at its trading arm. The bellwether lender also warned that soaring inflation, the looming threat of Omicron and trading revenues would challenge industry growth in coming months.Along with JPMorgan, big decliners putting pressure on the Dow included Goldman Sachs, American Express and Home Depot.$Citigroup Inc(C-N)$ shares fell after it reported a 26% drop in fourth-quarter profit, while asset manager BlackRock Incfell after missing quarterly revenue expectations.The earnings kick-off had investors taking profits in the S&P 500 bank subsector after it had hit an intraday high in the previous session. Financial stocks had been outperforming the S&P recently as investors bet that the Federal Reserve's expected interest rate hikes will boost bank profits.\"The bar was very high going into (JPMorgan) results. On the surface it was good but, under the hood, not so much,\" said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles. In the interest rate hiking cycle expected this year \"positioning was very crowded on the long side\" going into the earnings season.For consumer stock weakness, James pointed to \"clearly disappointing\" retail sales, which dropped 1.9% last month due to shortages of goods and an explosion of COVID-19 infections.Separate data showed soaring inflation hit U.S. consumer sentiment in January, pushing it to its second lowest level in a decade.Retail sales and bank loan growth raised doubts about the economic outlook for the current quarter and 2022 for Keith Buchanan, portfolio manager at Globalt in Atlanta.\"The question is, does the economy have enough strength to get through the risk Omicron brings as fiscal and monetary stimulus is rolling off,\" Buchanan said.According to preliminary data, the S&P 500 gained 2.89 points, or 0.06%, to end at 4,661.92 points, while the Nasdaq Composite gained 81.98 points, or 0.55%, to 14,889.73. The Dow Jones Industrial Average fell 208.43 points, or 0.58%, to 35,905.19.Analysts see S&P 500 companies earnings rising 23.1% in the fourth quarter, according to IBES data from Refinitiv.One bright spot in the bank sector on Friday however was Wells Fargo & Co, which gained ground after posting a bigger-than-expected rise in fourth-quarter profit.Casino operators Las Vegas Sands, Melco Resorts and Wynn Resorts rallied after Macau's government capped the number of new casino operators allowed to operate to six for a period of 10 years.U.S. stock markets will remain shut on Monday for the public holiday in honor of Martin Luther King.","news_type":1},"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376579764,"gmtCreate":1619139135858,"gmtModify":1704720197604,"author":{"id":"3581645065837836","authorId":"3581645065837836","name":"WEESIN","avatar":"https://static.tigerbbs.com/d73ba96f840e09200092b3cc1f5cc3bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581645065837836","idStr":"3581645065837836"},"themes":[],"htmlText":"No....","listText":"No....","text":"No....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/376579764","repostId":"2129336573","repostType":4,"repost":{"id":"2129336573","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1619121680,"share":"https://ttm.financial/m/news/2129336573?lang=&edition=fundamental","pubTime":"2021-04-23 04:01","market":"us","language":"en","title":"U.S. stocks drop on news of Biden tax proposals","url":"https://stock-news.laohu8.com/highlight/detail?id=2129336573","media":"Reuters","summary":"AT&T rises on strong quarterly resultsU.S. weekly jobless claims decline furtherIndexes down: Dow 0.","content":"<ul><li>AT&amp;T rises on strong quarterly results</li><li>U.S. weekly jobless claims decline further</li><li>Indexes down: Dow 0.94%, S&amp;P 500 0.92%, Nasdaq 0.94%</li></ul><p>By Herbert Lash</p><p>NEW YORK, April 22 (Reuters) - U.S. stocks dived on Thursday on reports President Joe Biden planned to almost double the capital gains tax, news analysts said provided an excuse to take profits in a directionless market ahead of big tech's earnings next week.</p><p>The three main indexes on Wall Street also fell on reports that Biden planned to raise income taxes on the wealthy, a proposal some said would be hard to pass in Congress.</p><p>\"If it had a chance of passing, we'd be down 2,000 points,\" said Thomas Hayes, chairman and managing member at hedge fund Great Hill Capital LLC.</p><p>Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago, said when a proposal is floated about raising taxes or capital gains, everybody gets excited, sells first and asks questions later.</p><p>\"It is more of a short-term, knee-jerk reaction,\" he said.</p><p>Biden will propose raising the marginal income tax rate to 39.6% from 37% and nearly double capital gains taxes to 39.6% for people earning more than $1 million, sources told Reuters.</p><p>The proposal targets about $1 trillion for child care, universal pre-kindergarten education and paid leave for workers, the sources said.</p><p>Markets have been listless after the Dow    and S&amp;P 500&nbsp;scaled all-time peaks last week as investors await guidance from Microsoft Corp   , Google parent Alphabet Inc    and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc    when they report earnings next week.</p><p>\"Until we get out of this information vacuum the market is going to be generally directionless,\" he said. \"All that really matters moving forward is what are those big tech earnings next week?\"</p><p>During the session, the S&amp;P 500 healthcare sector hit a fresh record high while industrials were the biggest gainers.</p><p>American Airlines Group Inc and Southwest Airlines Co    reported smaller-than-expected quarterly losses, signaling a revival in travel demand. Both shares fell.</p><p>Investors welcomed data showing the number of Americans filing new claims for unemployment benefits last week dropped to a fresh <a href=\"https://laohu8.com/S/AONE\">one</a>-year low. The Labor Department report suggested layoffs were subsiding and expectations were rising for another month of blockbuster job growth in April.</p><p>The speedy U.S. vaccination rollout has improved the economic outlook as people plan summer vacations and leisure spending, but a surge in COVID-19 cases in India and elsewhere in Asia has kept investors anxious, Hayes said.</p><p>Equities have likely reached a near-term top as expectations are too high, said Randy Frederick, vice president of trading and derivatives at Charles Schwab.</p><p>\"There's going to be continued positive moves throughout the remainder of the year but we are due for some sort of a pullback in the very short term,\" he said. \"Then the dip buyers will step back in.\"</p><p>First-quarter earnings are expected to increase 31.9% from a year ago, the highest rate since the fourth quarter, according to IBES Refinitiv data.</p><p>All 11 S&amp;P 500 sectors closed lower as Microsoft, Apple Inc , Amazon.com Inc and Tesla Inc weighted the most on the downdraft.</p><p>The Dow Jones Industrial Average fell 0.94% to 33,815.9, the S&amp;P 500 lost 0.92% at 4,134.98, and the Nasdaq Composite dropped 0.94% to 13,818.41.</p><p>Volume on U.S. exchanges was 10.35 billion shares, compared with the 10.32 billion full-session average over the last 20 trading days.</p><p>Chipmaker Intel Corp forecast second-quarter revenue above Wall Street targets, betting its next generation of processors for data centers and PCs will meet growing demand for cloud-based services. Shares slipped about 1% in after-hours trade.</p><p>AT&amp;T Inc beat Wall Street revenue targets as the U.S. economic reopening following pandemic-linked restrictions boosted smartphone sales and the media business. AT&amp;T shares rose 4.2%.</p><p>Biogen Inc beat quarterly profit estimates on stronger-than-expected sales for its muscle wasting disorder drug, though concerns over its reliance on its yet-to-be approved Alzheimer's therapy, aducanumab, weighed on shares. Biogen shares fell 4.0%.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.57-to-1 ratio; on Nasdaq, a 1.04-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 84 new 52-week highs and no new lows; the Nasdaq Composite recorded 86 new highs and 20 new lows. (Reporting by Herbert Lash, additional reporting by Lewis Krauskopf in New York, Shivani Kumaresan and Shreyashi Sanyal in Bengaluru; Editing by Anil D'Silva and Richard Chang)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks drop on news of Biden tax proposals</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stocks drop on news of Biden tax proposals\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-23 04:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul><li>AT&amp;T rises on strong quarterly results</li><li>U.S. weekly jobless claims decline further</li><li>Indexes down: Dow 0.94%, S&amp;P 500 0.92%, Nasdaq 0.94%</li></ul><p>By Herbert Lash</p><p>NEW YORK, April 22 (Reuters) - U.S. stocks dived on Thursday on reports President Joe Biden planned to almost double the capital gains tax, news analysts said provided an excuse to take profits in a directionless market ahead of big tech's earnings next week.</p><p>The three main indexes on Wall Street also fell on reports that Biden planned to raise income taxes on the wealthy, a proposal some said would be hard to pass in Congress.</p><p>\"If it had a chance of passing, we'd be down 2,000 points,\" said Thomas Hayes, chairman and managing member at hedge fund Great Hill Capital LLC.</p><p>Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago, said when a proposal is floated about raising taxes or capital gains, everybody gets excited, sells first and asks questions later.</p><p>\"It is more of a short-term, knee-jerk reaction,\" he said.</p><p>Biden will propose raising the marginal income tax rate to 39.6% from 37% and nearly double capital gains taxes to 39.6% for people earning more than $1 million, sources told Reuters.</p><p>The proposal targets about $1 trillion for child care, universal pre-kindergarten education and paid leave for workers, the sources said.</p><p>Markets have been listless after the Dow    and S&amp;P 500&nbsp;scaled all-time peaks last week as investors await guidance from Microsoft Corp   , Google parent Alphabet Inc    and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc    when they report earnings next week.</p><p>\"Until we get out of this information vacuum the market is going to be generally directionless,\" he said. \"All that really matters moving forward is what are those big tech earnings next week?\"</p><p>During the session, the S&amp;P 500 healthcare sector hit a fresh record high while industrials were the biggest gainers.</p><p>American Airlines Group Inc and Southwest Airlines Co    reported smaller-than-expected quarterly losses, signaling a revival in travel demand. Both shares fell.</p><p>Investors welcomed data showing the number of Americans filing new claims for unemployment benefits last week dropped to a fresh <a href=\"https://laohu8.com/S/AONE\">one</a>-year low. The Labor Department report suggested layoffs were subsiding and expectations were rising for another month of blockbuster job growth in April.</p><p>The speedy U.S. vaccination rollout has improved the economic outlook as people plan summer vacations and leisure spending, but a surge in COVID-19 cases in India and elsewhere in Asia has kept investors anxious, Hayes said.</p><p>Equities have likely reached a near-term top as expectations are too high, said Randy Frederick, vice president of trading and derivatives at Charles Schwab.</p><p>\"There's going to be continued positive moves throughout the remainder of the year but we are due for some sort of a pullback in the very short term,\" he said. \"Then the dip buyers will step back in.\"</p><p>First-quarter earnings are expected to increase 31.9% from a year ago, the highest rate since the fourth quarter, according to IBES Refinitiv data.</p><p>All 11 S&amp;P 500 sectors closed lower as Microsoft, Apple Inc , Amazon.com Inc and Tesla Inc weighted the most on the downdraft.</p><p>The Dow Jones Industrial Average fell 0.94% to 33,815.9, the S&amp;P 500 lost 0.92% at 4,134.98, and the Nasdaq Composite dropped 0.94% to 13,818.41.</p><p>Volume on U.S. exchanges was 10.35 billion shares, compared with the 10.32 billion full-session average over the last 20 trading days.</p><p>Chipmaker Intel Corp forecast second-quarter revenue above Wall Street targets, betting its next generation of processors for data centers and PCs will meet growing demand for cloud-based services. Shares slipped about 1% in after-hours trade.</p><p>AT&amp;T Inc beat Wall Street revenue targets as the U.S. economic reopening following pandemic-linked restrictions boosted smartphone sales and the media business. AT&amp;T shares rose 4.2%.</p><p>Biogen Inc beat quarterly profit estimates on stronger-than-expected sales for its muscle wasting disorder drug, though concerns over its reliance on its yet-to-be approved Alzheimer's therapy, aducanumab, weighed on shares. Biogen shares fell 4.0%.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.57-to-1 ratio; on Nasdaq, a 1.04-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 84 new 52-week highs and no new lows; the Nasdaq Composite recorded 86 new highs and 20 new lows. (Reporting by Herbert Lash, additional reporting by Lewis Krauskopf in New York, Shivani Kumaresan and Shreyashi Sanyal in Bengaluru; Editing by Anil D'Silva and Richard Chang)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","QID":"纳指两倍做空ETF","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","LABP":"Landos Biopharma, Inc.","PSQ":"纳指反向ETF","QNETCN":"纳斯达克中美互联网老虎指数","APR":"Apria, Inc.","DDM":"道指两倍做多ETF","SPXU":"三倍做空标普500ETF","LHDX":"Lucira Health, Inc.","SQQQ":"纳指三倍做空ETF","DJX":"1/100道琼斯","DOG":"道指反向ETF","QLD":"纳指两倍做多ETF","T":"美国电话电报","09086":"华夏纳指-U","OEF":"标普100指数ETF-iShares","TQQQ":"纳指三倍做多ETF","SDOW":"道指三倍做空ETF-ProShares","TSLA":"特斯拉","SCHW":"嘉信理财","AMZN":"亚马逊","AAL":"美国航空","AAPL":"苹果","SDS":"两倍做空标普500ETF","UDOW":"道指三倍做多ETF-ProShares","MSFT":"微软","UPRO":"三倍做多标普500ETF","CGEM":"Cullinan Therapeutics","QQQ":"纳指100ETF","LUV":"西南航空","03086":"华夏纳指",".DJI":"道琼斯","IVV":"标普500指数ETF","SANA":"Sana Biotechnology, Inc.",".IXIC":"NASDAQ Composite","DXD":"道指两倍做空ETF",".SPX":"S&P 500 Index","OEX":"标普100","BIIB":"渤健公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129336573","content_text":"AT&T rises on strong quarterly resultsU.S. weekly jobless claims decline furtherIndexes down: Dow 0.94%, S&P 500 0.92%, Nasdaq 0.94%By Herbert LashNEW YORK, April 22 (Reuters) - U.S. stocks dived on Thursday on reports President Joe Biden planned to almost double the capital gains tax, news analysts said provided an excuse to take profits in a directionless market ahead of big tech's earnings next week.The three main indexes on Wall Street also fell on reports that Biden planned to raise income taxes on the wealthy, a proposal some said would be hard to pass in Congress.\"If it had a chance of passing, we'd be down 2,000 points,\" said Thomas Hayes, chairman and managing member at hedge fund Great Hill Capital LLC.Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago, said when a proposal is floated about raising taxes or capital gains, everybody gets excited, sells first and asks questions later.\"It is more of a short-term, knee-jerk reaction,\" he said.Biden will propose raising the marginal income tax rate to 39.6% from 37% and nearly double capital gains taxes to 39.6% for people earning more than $1 million, sources told Reuters.The proposal targets about $1 trillion for child care, universal pre-kindergarten education and paid leave for workers, the sources said.Markets have been listless after the Dow    and S&P 500 scaled all-time peaks last week as investors await guidance from Microsoft Corp   , Google parent Alphabet Inc    and Facebook Inc    when they report earnings next week.\"Until we get out of this information vacuum the market is going to be generally directionless,\" he said. \"All that really matters moving forward is what are those big tech earnings next week?\"During the session, the S&P 500 healthcare sector hit a fresh record high while industrials were the biggest gainers.American Airlines Group Inc and Southwest Airlines Co    reported smaller-than-expected quarterly losses, signaling a revival in travel demand. Both shares fell.Investors welcomed data showing the number of Americans filing new claims for unemployment benefits last week dropped to a fresh one-year low. The Labor Department report suggested layoffs were subsiding and expectations were rising for another month of blockbuster job growth in April.The speedy U.S. vaccination rollout has improved the economic outlook as people plan summer vacations and leisure spending, but a surge in COVID-19 cases in India and elsewhere in Asia has kept investors anxious, Hayes said.Equities have likely reached a near-term top as expectations are too high, said Randy Frederick, vice president of trading and derivatives at Charles Schwab.\"There's going to be continued positive moves throughout the remainder of the year but we are due for some sort of a pullback in the very short term,\" he said. \"Then the dip buyers will step back in.\"First-quarter earnings are expected to increase 31.9% from a year ago, the highest rate since the fourth quarter, according to IBES Refinitiv data.All 11 S&P 500 sectors closed lower as Microsoft, Apple Inc , Amazon.com Inc and Tesla Inc weighted the most on the downdraft.The Dow Jones Industrial Average fell 0.94% to 33,815.9, the S&P 500 lost 0.92% at 4,134.98, and the Nasdaq Composite dropped 0.94% to 13,818.41.Volume on U.S. exchanges was 10.35 billion shares, compared with the 10.32 billion full-session average over the last 20 trading days.Chipmaker Intel Corp forecast second-quarter revenue above Wall Street targets, betting its next generation of processors for data centers and PCs will meet growing demand for cloud-based services. Shares slipped about 1% in after-hours trade.AT&T Inc beat Wall Street revenue targets as the U.S. economic reopening following pandemic-linked restrictions boosted smartphone sales and the media business. AT&T shares rose 4.2%.Biogen Inc beat quarterly profit estimates on stronger-than-expected sales for its muscle wasting disorder drug, though concerns over its reliance on its yet-to-be approved Alzheimer's therapy, aducanumab, weighed on shares. Biogen shares fell 4.0%.Declining issues outnumbered advancing ones on the NYSE by a 1.57-to-1 ratio; on Nasdaq, a 1.04-to-1 ratio favored decliners.The S&P 500 posted 84 new 52-week highs and no new lows; the Nasdaq Composite recorded 86 new highs and 20 new lows. (Reporting by Herbert Lash, additional reporting by Lewis Krauskopf in New York, Shivani Kumaresan and Shreyashi Sanyal in Bengaluru; Editing by Anil D'Silva and Richard Chang)","news_type":1},"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097104906,"gmtCreate":1645365624005,"gmtModify":1676534021697,"author":{"id":"3581645065837836","authorId":"3581645065837836","name":"WEESIN","avatar":"https://static.tigerbbs.com/d73ba96f840e09200092b3cc1f5cc3bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581645065837836","idStr":"3581645065837836"},"themes":[],"htmlText":"😃","listText":"😃","text":"😃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097104906","repostId":"9094263699","repostType":1,"repost":{"id":9094263699,"gmtCreate":1645153050274,"gmtModify":1676534004034,"author":{"id":"3574381076586256","authorId":"3574381076586256","name":"KYHBKO","avatar":"https://static.tigerbbs.com/c3bcbc7f9a10836dea92afc94bf39b5b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574381076586256","idStr":"3574381076586256"},"themes":[],"title":"Palantir Q4/2021 Earnings Review","htmlText":"Palantir's earnings report was released on 17 Feb 2022 and the stock fell by 15% following the news.Palantir overview as per 9.45am SGT, 18Feb2022The following is the summary extracted from Palantir's earnings report:Q4 2021 Highlights Total revenue grew 34% year-over-year to $433 million Commercial revenue grew 47% year-over-year US commercial revenue grew 132% year-over-year Government revenue grew 26% year-over-year Added 34 net new customers in Q4 2021 Loss from operations of $(59) million, representing a margin of (14)%, up 3500 basis points year-over-year and 900 basis points sequentially Adjusted income from operations of $124 million, representing a margin of 29% Cash from operations of $93 million, representing a 22% margin Adjusted free cash flow of $104 million, representing a 2","listText":"Palantir's earnings report was released on 17 Feb 2022 and the stock fell by 15% following the news.Palantir overview as per 9.45am SGT, 18Feb2022The following is the summary extracted from Palantir's earnings report:Q4 2021 Highlights Total revenue grew 34% year-over-year to $433 million Commercial revenue grew 47% year-over-year US commercial revenue grew 132% year-over-year Government revenue grew 26% year-over-year Added 34 net new customers in Q4 2021 Loss from operations of $(59) million, representing a margin of (14)%, up 3500 basis points year-over-year and 900 basis points sequentially Adjusted income from operations of $124 million, representing a margin of 29% Cash from operations of $93 million, representing a 22% margin Adjusted free cash flow of $104 million, representing a 2","text":"Palantir's earnings report was released on 17 Feb 2022 and the stock fell by 15% following the news.Palantir overview as per 9.45am SGT, 18Feb2022The following is the summary extracted from Palantir's earnings report:Q4 2021 Highlights Total revenue grew 34% year-over-year to $433 million Commercial revenue grew 47% year-over-year US commercial revenue grew 132% year-over-year Government revenue grew 26% year-over-year Added 34 net new customers in Q4 2021 Loss from operations of $(59) million, representing a margin of (14)%, up 3500 basis points year-over-year and 900 basis points sequentially Adjusted income from operations of $124 million, representing a margin of 29% Cash from operations of $93 million, representing a 22% margin Adjusted free cash flow of $104 million, representing a 2","images":[{"img":"https://static.itradeup.com/news/c41437abb325b32b895181d564b2221b","width":"632","height":"609"},{"img":"https://static.itradeup.com/news/6930dc838de6641c36af10f340c2a244","width":"632","height":"324"},{"img":"https://static.itradeup.com/news/129c61cae8f061d57dcb192b24c1192f","width":"632","height":"209"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094263699","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014584883,"gmtCreate":1649684410242,"gmtModify":1676534550480,"author":{"id":"3581645065837836","authorId":"3581645065837836","name":"WEESIN","avatar":"https://static.tigerbbs.com/d73ba96f840e09200092b3cc1f5cc3bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581645065837836","idStr":"3581645065837836"},"themes":[],"htmlText":"😁","listText":"😁","text":"😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014584883","repostId":"9014342893","repostType":1,"repost":{"id":9014342893,"gmtCreate":1649627843052,"gmtModify":1676534537973,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"title":"Betashares Gold Miners ETF - Safe Haven ETF","htmlText":"Gold is regarded as a safe haven in times of volatility, high inflation and war.&nbsp; Recently Gold has been on an upward trend.&nbsp; It was trading at USD1926 per oz as at 4 April 2022.If you have limited funds but would still like to have Gold as a hedge against inflation,&nbsp;<a href=\"https://ttm.financial/S/MNRS.AU\">$BetaShares Glb Gold Miners ETF(MNRS.AU)$</a>&nbsp;would be a good option.&nbsp;MNRS aims to track the performance of an index that comprises of the largest global gold mining companies (ex Australia) hedged into Australian dollars.The last trading price of this ETF was AUD 6.66.Top 10 Holdings include Agnico Eagle Mines, Newmont Corp, Franco-Nevada Corp, Wheaton Precious Metals, Barrick Gold, Gold Fields, Zijin Mining Group, Anglo Gold Ashanti, Royal Gold Inc and Kinros","listText":"Gold is regarded as a safe haven in times of volatility, high inflation and war.&nbsp; Recently Gold has been on an upward trend.&nbsp; It was trading at USD1926 per oz as at 4 April 2022.If you have limited funds but would still like to have Gold as a hedge against inflation,&nbsp;<a href=\"https://ttm.financial/S/MNRS.AU\">$BetaShares Glb Gold Miners ETF(MNRS.AU)$</a>&nbsp;would be a good option.&nbsp;MNRS aims to track the performance of an index that comprises of the largest global gold mining companies (ex Australia) hedged into Australian dollars.The last trading price of this ETF was AUD 6.66.Top 10 Holdings include Agnico Eagle Mines, Newmont Corp, Franco-Nevada Corp, Wheaton Precious Metals, Barrick Gold, Gold Fields, Zijin Mining Group, Anglo Gold Ashanti, Royal Gold Inc and Kinros","text":"Gold is regarded as a safe haven in times of volatility, high inflation and war. Recently Gold has been on an upward trend. It was trading at USD1926 per oz as at 4 April 2022.If you have limited funds but would still like to have Gold as a hedge against inflation, $BetaShares Glb Gold Miners ETF(MNRS.AU)$ would be a good option. MNRS aims to track the performance of an index that comprises of the largest global gold mining companies (ex Australia) hedged into Australian dollars.The last trading price of this ETF was AUD 6.66.Top 10 Holdings include Agnico Eagle Mines, Newmont Corp, Franco-Nevada Corp, Wheaton Precious Metals, Barrick Gold, Gold Fields, Zijin Mining Group, Anglo Gold Ashanti, Royal Gold Inc and Kinros","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014342893","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088411111,"gmtCreate":1650375111806,"gmtModify":1676534707885,"author":{"id":"3581645065837836","authorId":"3581645065837836","name":"WEESIN","avatar":"https://static.tigerbbs.com/d73ba96f840e09200092b3cc1f5cc3bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581645065837836","idStr":"3581645065837836"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088411111","repostId":"9088254012","repostType":1,"repost":{"id":9088254012,"gmtCreate":1650354489703,"gmtModify":1676534703667,"author":{"id":"3479274809858351","authorId":"3479274809858351","name":"twinkle5","avatar":"https://static.tigerbbs.com/1199212883bdd6438fe9209c5a43f33d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479274809858351","idStr":"3479274809858351"},"themes":[],"title":"Disney: Returning To Pre-COVID Days Profitability Will Be Challenging","htmlText":"<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a> Summary Disney's legacy Park assets have continued to benefit from the reopening tailwinds. However, investors should focus on its DTC segment as its valuation implies an embedded growth premium. We discuss why we revise DIS stock from Hold to Buy. Investment Thesis The Walt Disney Company (NYSE:DIS) stock has continued to struggle in 2022 despite its pretty robust FQ1'22 earnings card in February. The company's Parks segment has recovered remarkably with the reopening, and its direct-to-consumer (DTC) business alsoimpressed.&nbsp;But,&nbsp;the market may have already priced in Disney's DTC transition. It was pretty clear because DIS stock traded well above its historical metrics. Some analysts/investors even suggested that DIS dese","listText":"<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a> Summary Disney's legacy Park assets have continued to benefit from the reopening tailwinds. However, investors should focus on its DTC segment as its valuation implies an embedded growth premium. We discuss why we revise DIS stock from Hold to Buy. Investment Thesis The Walt Disney Company (NYSE:DIS) stock has continued to struggle in 2022 despite its pretty robust FQ1'22 earnings card in February. The company's Parks segment has recovered remarkably with the reopening, and its direct-to-consumer (DTC) business alsoimpressed.&nbsp;But,&nbsp;the market may have already priced in Disney's DTC transition. It was pretty clear because DIS stock traded well above its historical metrics. Some analysts/investors even suggested that DIS dese","text":"$Walt Disney(DIS)$ Summary Disney's legacy Park assets have continued to benefit from the reopening tailwinds. However, investors should focus on its DTC segment as its valuation implies an embedded growth premium. We discuss why we revise DIS stock from Hold to Buy. Investment Thesis The Walt Disney Company (NYSE:DIS) stock has continued to struggle in 2022 despite its pretty robust FQ1'22 earnings card in February. The company's Parks segment has recovered remarkably with the reopening, and its direct-to-consumer (DTC) business alsoimpressed. But, the market may have already priced in Disney's DTC transition. It was pretty clear because DIS stock traded well above its historical metrics. Some analysts/investors even suggested that DIS dese","images":[{"img":"https://community-static.tradeup.com/news/6b71fe69d2e912083f494e09d5fef4bb","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/7c01a8e317f08ff502b747857726ad23","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/8168cd25e5235340619074c4172b6c96","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088254012","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}