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Blueskyyy
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Blueskyyy
2023-01-14
Nice man ok let's do this
Blueskyyy
2023-01-13
Oh yes I see that it is good
Blueskyyy
2023-01-07
It's good
Blueskyyy
2023-01-03
It's going great
Blueskyyy
2023-01-02
Oh yes I see
Blueskyyy
2023-01-01
Hmmm yes let's do
Blueskyyy
2023-01-01
Ahh yes
Blueskyyy
2022-12-31
Oh I see
Blueskyyy
2022-12-30
Hmmm ok
Blueskyyy
2022-12-29
Hmm yeah
Blueskyyy
2022-12-28
Oh ya
Blueskyyy
2022-12-27
Ohh if
Blueskyyy
2022-12-27
That is it today
Blueskyyy
2022-12-26
Hhmmm ok
Blueskyyy
2022-12-26
Hhmmmm
Blueskyyy
2022-12-25
Oh yes
Blueskyyy
2022-12-23
Oh cool
Blueskyyy
2022-12-22
Oh yeah
Blueskyyy
2022-12-21
Oh it is good
Blueskyyy
2022-12-20
Oh ok
Go to Tiger App to see more news
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ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926203332","isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9911698154,"gmtCreate":1664187915079,"gmtModify":1676537405895,"author":{"id":"3581684344799764","authorId":"3581684344799764","name":"Blueskyyy","avatar":"https://static.tigerbbs.com/0d6c322e00a96aaf8827cb1ac21ac63d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9911698154","repostId":"1131898269","repostType":4,"repost":{"id":"1131898269","pubTimestamp":1664268427,"share":"https://www.laohu8.com/m/news/1131898269?lang=&edition=full","pubTime":"2022-09-27 16:47","market":"us","language":"en","title":"Tech Stocks Face Another 10% Drop or More as Strong Dollar Hits Profits","url":"https://stock-news.laohu8.com/highlight/detail?id=1131898269","media":"Bloomberg","summary":"The great tech selloff of 2022 is far from over as investors brace for earnings misses that may spur","content":"<html><head></head><body><p>The great tech selloff of 2022 is far from over as investors brace for earnings misses that may spur a more than 10% plunge in the Nasdaq 100.</p><p>More than two-thirds of 914 respondents in the MLIV Pulse survey think profits of the technology companies will disappoint the market throughout 2022. Firms including Alphabet Inc.’s Google are at risk of advertisers cutting spending as the global economy struggles, while streaming services including Netflix Inc. face an exodus of price-sensitive subscribers with consumers tightening their belts.</p><p><img src=\"https://static.tigerbbs.com/9086cdd8783179a78c942507cfca6fec\" tg-width=\"642\" tg-height=\"253\" referrerpolicy=\"no-referrer\"/>The Nasdaq 100 is down about 31% so far this year, wiping trillions of dollars in market value, as investors reassess the post-pandemic value of many business models. Interest-rate hikes are hitting stocks and diminishing the value of their future earnings. Inflation is driving up costs, while a stronger dollar is weighing on profits and the threat of recession is growing. Retailers such as Amazon.com Inc. are finding some their direct responses to the Covid-19 pandemic — such as massive investments in warehouses and workers to pack products in them — are coming back to bite them.</p><p>Apple Inc. said it will raise the price of its App Store purchases across Asia and countries that use the euro, as the value of foreign currencies collapses relative to the dollar. Microsoft Corp. lowered its forecast because of the currency’s strength in June. And in July, Sony Group Corp. warned investors about the impact of the global economic slowdown, especially in Europe, and the adverse effects of the strong dollar on its financial results. The Bloomberg dollar index, which tracks greenback’s performance against 10 leading global currencies, has set new record since those announcements were made.</p><p>Tech’s earnings are projected to lag the S&P 500 in the third and fourth quarters. Info tech’s earnings per share are estimated to fall 6.6% year-over-year in the third quarter, compared to a 3.2% gain for the overall S&P 500, according to Bloomberg Intelligence data. The Nasdaq 100’s 12-month forward EPS has dropped about 2.9% since June 1, compared to a 0.8% drop for the S&P 500.</p><p>Meanwhile, retail and professional investors are also bearish on the metaverse. More than 70% of MLIV Pulse respondents said they knew what the metaverse was but that it won't change the way they interact with people and businesses over the next two years. The sentiment sits awkwardly with how Mark Zuckerberg described the metaverse’s potential. It’s “the next frontier,” he said when the billionaire changed his company’s name from Facebook to Meta Platforms Inc.</p><p>His company said that investments in Reality Labs, the Meta division that makes hardware such as virtual-reality headsets, reduced operating profit by $10 billion in 2021. Computer-graphics chipmaker Nvidia Corp. wants its Omniverse platform to power some of the underlying framework for the metaverse, as does software-maker Unity Software Inc. Innumerable technology companies, both massive and minuscule, have big ambitions for the metaverse. Yet despite the grand promise from industry leaders, MLIV respondents are muted in their enthusiasm for its potential.</p><p><img src=\"https://static.tigerbbs.com/96ca59e248884093b17984a6e64babdb\" tg-width=\"674\" tg-height=\"423\" referrerpolicy=\"no-referrer\"/>On the bright side, technology companies that focus on sustainable and power-efficient products are likely to benefit from the unprecedented energy crisis in the wake of Russia’s invasion of Ukraine. After Russia restricted natural gas supplies to heavily-reliant neighbors, electricity prices surged to record levels, and governments are fighting off a potential economic collapse.</p><p>Investors see high power bills and scarcity of fuels boosting the development of green solutions. Retail players were the most optimistic, with 63% of respondents saying they believed a gas-and-oil crisis would encourage the development of sustainable electronics. Sixty percent of professional respondents agreed.</p><p>“If we had invested more in energy efficiency, and invested more in renewable energy, then we would be in a better position,” Rachel Kyte, the dean of the Fletcher School at Tufts University, said in a Bloomberg TV interview.</p><p><img src=\"https://static.tigerbbs.com/307d806237fb58d1cb9dd2e8abda803b\" tg-width=\"635\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/>“The nearly 5x surge in European gas prices over the past 12 months is providing a nice tailwind for clean energy equipment suppliers with companies like SolarEdge or Enphase on track to boost sales by more than 50% this year,” said Bloomberg Intelligence Senior Clean Energy Analyst Rob Barnett.</p><p>Respondents are somewhat more sanguine when it comes to their positioning. About a third said they planned to increase their exposure to tech stocks, just under a third said they’d reduce it, and the rest said they’d hold steady over the next six months. Tech remains attractive on some metrics, such as the current price-to-earnings ratio compared to its 10-year average, while companies like Apple are still big cash generators. More generally, it’s hard to avoid tech — the S&P 500’s biggest sector by far at almost 27%.</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>Tech Stocks Face Another 10% Drop or More as Strong Dollar Hits Profits</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\">\nTech Stocks Face Another 10% Drop or More as Strong Dollar Hits Profits\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-27 16:47 GMT+8 <a href=https://www.bloomberg.com/news/articles/2022-09-25/nasdaq-100-faces-10-drop-as-inflation-hits-tech-profits><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The great tech selloff of 2022 is far from over as investors brace for earnings misses that may spur a more than 10% plunge in the Nasdaq 100.More than two-thirds of 914 respondents in the MLIV Pulse ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-09-25/nasdaq-100-faces-10-drop-as-inflation-hits-tech-profits\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","META":"Meta Platforms"},"source_url":"https://www.bloomberg.com/news/articles/2022-09-25/nasdaq-100-faces-10-drop-as-inflation-hits-tech-profits","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131898269","content_text":"The great tech selloff of 2022 is far from over as investors brace for earnings misses that may spur a more than 10% plunge in the Nasdaq 100.More than two-thirds of 914 respondents in the MLIV Pulse survey think profits of the technology companies will disappoint the market throughout 2022. Firms including Alphabet Inc.’s Google are at risk of advertisers cutting spending as the global economy struggles, while streaming services including Netflix Inc. face an exodus of price-sensitive subscribers with consumers tightening their belts.The Nasdaq 100 is down about 31% so far this year, wiping trillions of dollars in market value, as investors reassess the post-pandemic value of many business models. Interest-rate hikes are hitting stocks and diminishing the value of their future earnings. Inflation is driving up costs, while a stronger dollar is weighing on profits and the threat of recession is growing. Retailers such as Amazon.com Inc. are finding some their direct responses to the Covid-19 pandemic — such as massive investments in warehouses and workers to pack products in them — are coming back to bite them.Apple Inc. said it will raise the price of its App Store purchases across Asia and countries that use the euro, as the value of foreign currencies collapses relative to the dollar. Microsoft Corp. lowered its forecast because of the currency’s strength in June. And in July, Sony Group Corp. warned investors about the impact of the global economic slowdown, especially in Europe, and the adverse effects of the strong dollar on its financial results. The Bloomberg dollar index, which tracks greenback’s performance against 10 leading global currencies, has set new record since those announcements were made.Tech’s earnings are projected to lag the S&P 500 in the third and fourth quarters. Info tech’s earnings per share are estimated to fall 6.6% year-over-year in the third quarter, compared to a 3.2% gain for the overall S&P 500, according to Bloomberg Intelligence data. The Nasdaq 100’s 12-month forward EPS has dropped about 2.9% since June 1, compared to a 0.8% drop for the S&P 500.Meanwhile, retail and professional investors are also bearish on the metaverse. More than 70% of MLIV Pulse respondents said they knew what the metaverse was but that it won't change the way they interact with people and businesses over the next two years. The sentiment sits awkwardly with how Mark Zuckerberg described the metaverse’s potential. It’s “the next frontier,” he said when the billionaire changed his company’s name from Facebook to Meta Platforms Inc.His company said that investments in Reality Labs, the Meta division that makes hardware such as virtual-reality headsets, reduced operating profit by $10 billion in 2021. Computer-graphics chipmaker Nvidia Corp. wants its Omniverse platform to power some of the underlying framework for the metaverse, as does software-maker Unity Software Inc. Innumerable technology companies, both massive and minuscule, have big ambitions for the metaverse. Yet despite the grand promise from industry leaders, MLIV respondents are muted in their enthusiasm for its potential.On the bright side, technology companies that focus on sustainable and power-efficient products are likely to benefit from the unprecedented energy crisis in the wake of Russia’s invasion of Ukraine. After Russia restricted natural gas supplies to heavily-reliant neighbors, electricity prices surged to record levels, and governments are fighting off a potential economic collapse.Investors see high power bills and scarcity of fuels boosting the development of green solutions. Retail players were the most optimistic, with 63% of respondents saying they believed a gas-and-oil crisis would encourage the development of sustainable electronics. Sixty percent of professional respondents agreed.“If we had invested more in energy efficiency, and invested more in renewable energy, then we would be in a better position,” Rachel Kyte, the dean of the Fletcher School at Tufts University, said in a Bloomberg TV interview.“The nearly 5x surge in European gas prices over the past 12 months is providing a nice tailwind for clean energy equipment suppliers with companies like SolarEdge or Enphase on track to boost sales by more than 50% this year,” said Bloomberg Intelligence Senior Clean Energy Analyst Rob Barnett.Respondents are somewhat more sanguine when it comes to their positioning. About a third said they planned to increase their exposure to tech stocks, just under a third said they’d reduce it, and the rest said they’d hold steady over the next six months. Tech remains attractive on some metrics, such as the current price-to-earnings ratio compared to its 10-year average, while companies like Apple are still big cash generators. More generally, it’s hard to avoid tech — the S&P 500’s biggest sector by far at almost 27%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968679668,"gmtCreate":1669221627255,"gmtModify":1676538169861,"author":{"id":"3581684344799764","authorId":"3581684344799764","name":"Blueskyyy","avatar":"https://static.tigerbbs.com/0d6c322e00a96aaf8827cb1ac21ac63d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Oh ","listText":"Oh ","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9968679668","repostId":"2285863595","repostType":4,"repost":{"id":"2285863595","pubTimestamp":1669189848,"share":"https://www.laohu8.com/m/news/2285863595?lang=&edition=full","pubTime":"2022-11-23 15:50","market":"us","language":"en","title":"Nvidia: Here We Go Again","url":"https://stock-news.laohu8.com/highlight/detail?id=2285863595","media":"Seeking Alpha","summary":"SummaryOver the course of its short lifespan, NVDA has had to reinvent itself three times.It is clea","content":"<html><head></head><body><h2>Summary</h2><ul><li>Over the course of its short lifespan, NVDA has had to reinvent itself three times.</li><li>It is clear that there are some business segments, particularly with Data Center and Automotive, that are continuing to reach new heights, whereas Gaming and Professional Visualization continue to work through noticeable issues.</li><li>I believe NVDA is a phenomenal company that has managed to survive a plethora of situations that would have killed most companies.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19ebaf34d41fe0c4b791ed404fd8f152\" tg-width=\"750\" tg-height=\"494\" referrerpolicy=\"no-referrer\"/><span>Justin Sullivan</span></p><p>Today, I will be providing an update on Nvidia (NASDAQ:NVDA) after their recent Q3 earnings report. Therein, I will discuss how the company has been in this position before, delve into their recent earnings, analyze the potential direction of the company and its various business segments going forwards, and more.</p><p><i>Note: All dollar values mentioned herein are in millions of USD.</i></p><p><b>Let’s get started</b></p><blockquote>“Mechanical things can go in a straight line. Time moves ahead continuously. So can a machine when it’s adequately powered. But processes in fields like history and economics involve people, and when people are involved, the results are variable and cyclical.” - Howard Marks</blockquote><p>There is something inherently beautiful about cyclicality. Booms and busts, highs and lows, euphoria and despair; these feelings are directly connected with the human condition, and creep their way into the institutions and complex systems that make up the very fabric of the world we inhabit today. These phenomena directly impact society and economies at large, and have repeated countless amounts of time throughout history. There is no doubt that as we exit an environment impacted by pandemic-fueled market euphoria, and as the “easy-money era” of QE comes to an end, we are entering into hard times, an inevitability given the cyclical nature of markets. With inflationary pressures rearing their ugly head, shortages turning into gluts, and the deterioration of stability creeping its way into a variety of our systems, many companies that were putting up record numbers a few months prior to now are now struggling to deal with a plethora of headwinds.</p><p><b>NVDA is one of those companies - but this is a place that they’ve been before…</b></p><p>In April of 1993 three young electrical engineers, Chris Malachowsky, Curtis Priem, and the now-CEO, Jen-Hsun Huang, decided to start a company that would create specialized chips in a San Jose Denny’s. With the benefit of hindsight, it is amazing that a company that now stands at the forefront of computing had such humble beginnings. Being that as it may, the journey to that point was not without its ups and downs.</p><p>Take the launch of their first chip as an example. In 1995, the company went to market with their NV1 product, an effort that proved to be disastrous, resulting in a $10M loss and a layoff of half their then 80 person team, actions deemed essential to avoid imminent bankruptcy. Scattered throughout the remainder of NVDA’s history are situations where the company seemed to be quickly approaching destruction. As outlined in my original NVDA deep-dive, the rocky roads experienced of late aren’t even the worst drawdowns that NVDA shareholders have experienced:</p><p><img src=\"https://static.tigerbbs.com/6bc8e0145862d5dec1462b3dbb2e6f64\" tg-width=\"1280\" tg-height=\"662\" referrerpolicy=\"no-referrer\"/></p><p>Over the course of its short lifespan, NVDA has had to reinvent itself three times. The company started off focused on PC graphics, pivoted to a centricity around programmable shaders, and now finds itself benefitting from a boom in parallel processing computing, bolstering several specialities ranging from visual computing, energy efficient programming, the go-to hardware choice at the forefront of the rapidly expanding data center and the AI applications therein, and more. Despite the plethora of opportunities the company has in front of it, NVDA finds itself, yet again, at a cross-road. With no end in sight to the downturn we find ourself in, it begs the question - will NVDA come out from this reinvented or will the weights on their shoulders continue to increase for the foreseeable future?</p><h2>Let’s dig into their most recent earnings to find out</h2><p>Starting off with revenues, overall top-line beat by 2.2%, coming in at approximately $5.931B vs. the consensus estimates of $5.805B, a decent surprise given the doom & gloom that has been surrounding the company of late but still a noticeable decline YoY, decelerating 16.5%:</p><p><img src=\"https://static.tigerbbs.com/fa5defc38c0bd23b32f11a39260ebf21\" tg-width=\"360\" tg-height=\"217\" referrerpolicy=\"no-referrer\"/></p><p>Despite this clear deceleration, how exactly have each of the business segments of NVDA been performing? NVDA exists as a full-stack company (i.e., with both software and hardware expertise), and as described in-depth in my NVDA deep-dive, primarily operates in four different business segments: Data Center, Gaming, Professional Visualization, Automotive.</p><p>Data Center is primarily focused on providing hardware and software solutions for a variety of use cases ranging from AI to HPC, geared at hyperscalers, enterprise clients, research institutions, etc., as the end-users. Gaming is relatively self-explanatory and includes the company offering their graphical processing units for gaming PCs and laptops, in addition to a few other smaller bets such as the cloud gaming offering and multimedia devices, which understandably take a back-seat to the aforementioned gaming hardware, and are not something I expect to be hugely rewarding to shareholders going forward. Professional visualization encompasses a host of functionality but can be loosely defined as solutions aimed at 3D rendering, which work in conjunction with the company’s GPU architectures and associated computing languages, including the likes of Iray, Mental Ray, MDL, DesignWorks, etc. These products allow customers to create custom rendering applications, are tied to the company’s omniverse activities, etc. Automotive encompasses a series of hardware, software and infrastructure offerings such as the DRIVE supercomputing platform, software that leverages bundles of data gathered with hardware to assist with companies creating autonomous driving capabilities, as well as offerings tiered to data center and launchpad that allow customers to create AI and accelerated computing procedures related to autonomous vehicles.</p><p>Starting off with Data Center, this segment generated record numbers, increasing 31% YoY to come in at approximately $3.8B.</p><p><img src=\"https://static.tigerbbs.com/1bd118aa68643730db5871ae1b66c2f1\" tg-width=\"361\" tg-height=\"217\" referrerpolicy=\"no-referrer\"/></p><p>The data center segment, as outlined on the conference call, benefitted from heightened demand from US cloud providers and consumer internet companies. In addition, management also illustrated how they stand to benefit from increased instances of, and a desire for, accelerative computing, deep-recommender systems and large language models, as well as generative AI going forwards. The company is obviously at the forefront of some exciting developments, but heading into a recessionary environment we will have to monitor if spend in these area deteriorates as customers tighten the belt of spend associated with innovative computing efforts.</p><p>Notably, per management, the company has supposedly been able to navigate recent crises relatively well. As has been the hot topic of debate lately, NVDA was directly impacted by various parameters of the recent chip ban, of which ensures that integrated circuits with certain technical parameters were not able to be shipped to China. Put simply, the highest performing pieces of integrated circuitry were essentially prevented from making their way into the country, a direct attack on the country’s abilities to garner top-tier AI capabilities. As such, this dampened the company’s ability to export A100 and H100 products to China.</p><p>In response, NVDA came out with the A800 product as an alternative, a piece of hardware that abides to the US government export regulations and is unable to be programmed to exceed them. As a result, management outlined that these changes were able to largely offset the weakness associated with the restrictions, citing the fact that weakness in China overall, a phenomenon that was alluded to pre-restrictions, was the more noticeable deterrent of performance. Although the accuracy of these statements is up in the air, it will be interesting to see if A800s are able to be sufficient enough to be a full-on alternative, or if this will result in Chinese companies creating their own hardware and CUDA-like-alternative that ends up displacing the moat that NVDA currently finds themselves benefitting from. Only time will tell.</p><p>Moving on, it was no surprise that gaming came in weak, dwindling 51% YoY to come in at $1.574B in revenue for the quarter.</p><p><img src=\"https://static.tigerbbs.com/54cf549e710d9e80962fef76b2b09cc3\" tg-width=\"361\" tg-height=\"217\" referrerpolicy=\"no-referrer\"/></p><p>NVDA mentioned the fact that they expect normalization and slight sequential growth going forwards, a phenomenon that may illustrate they’ve hit a bottom in this segment, but a phenomenon I find unlikely given the high-end ASP associated with their new graphics cards heading into a macroeconomic environment with deteriorating conditions. The pandemic was arguably the largest change we’ve seen to consumer behaviour seen in a very long time, and the pull-forward in associated spending that occurred as a result of lax monetary conditions and ludicrous fiscal stimulus was noticeable. Even despite their new hardware launches, the company is still facing the headwinds associated with inventory challenges, a phenomenon reflected by the lower sell-in they had with partners to help them align channel inventory this quarter, and a myriad of issues such as with crypto-market changes that contributed to an increase in secondhand market supply, as an example. I believe it will be a few quarters at the very least before gaming shows any signs of putting these issues in the rearview.</p><p>Automotive, though a lower proportion of total revenue, increased 86% YoY, a result of DRIVE orin-based production ramps scaling. NVDA outlined that this segment is likely to experience a sequential increase going forward, and they anticipate this to evolve into their next multi-billion dollar platform. Again given the macro environment it will be interesting to see how that counteracts a cutback in spending that may occur in the next few quarters; although there is no doubt that auto companies are focusing on these endeavours:</p><p><img src=\"https://static.tigerbbs.com/98da920b4f704d48e8dbf46e1428b319\" tg-width=\"361\" tg-height=\"217\" referrerpolicy=\"no-referrer\"/></p><p>Lastly, professional visualization tanked, decreasing approximately 65% on a YoY basis and coming in at approximately $200M for the quarter. Again management cited these results are attributable to a continuation of the need to work through channel inventory issues, a phenomenon that they don’t anticipate to normalize heading into Q4.</p><p><img src=\"https://static.tigerbbs.com/7115809c8b8446e56316db6052e37f0b\" tg-width=\"361\" tg-height=\"217\" referrerpolicy=\"no-referrer\"/></p><h2>When all of the segments are brought together, here’s how things look</h2><p>It is clear that there are some business segments, particularly with Data Center and Automotive, that are continuing to reach new heights, whereas Gaming and Professional Visualization continue to work through noticeable issues. Bringing these segments together, it is evident that the company is now severely reliant on the performance of the data center, a phenomenon that is both exciting given the dominant market share they hold in this segment and the high ceiling of growth potential, but also a source of potential fragility given the potential contraction in data center expenditures that may be looming over the horizon.</p><p><img src=\"https://static.tigerbbs.com/d4b2a91b8bc45c189d2c28c591028ff7\" tg-width=\"664\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/4793e0657604480db9da5e2b56c4dd84\" tg-width=\"682\" tg-height=\"349\" referrerpolicy=\"no-referrer\"/></p><p>All segments, spare Automotive are already in or are moving towards deceleration, and when viewed alongside the company’s guidance, this is even more concerning. Revenues are expected to come in at approximately $6B for Q4, with every segment spare professional visualization expected to increase sequentially. Given the small delta that exists between projected Q4 estimates and Q3 numbers ($6B vs. approximately $5.9B) this essentially means that the three segments experiencing QoQ increases will likely increase negligibly. With the company’s still-premium multiple and their behaviour conveying they may be experiencing negligible growth heading into 2023, this may point towards inevitable further compression of their market value going forwards.</p><p>The company’s GAAP margins do not paint any better of a picture. Gross Margins declined YoY from 65% to 54%, feeling the brunt of a $700M charge associated with lower data center demand in China, offset by a warranty benefit of approximately $70M. Operating expenses soared as a % of total revenue, coming in at approximately 43% of top-line compared to approximately 28% last year, primarily attributable to increased compensation and data infrastructure costs. Resultantly, operating margins declined, coming in at 10% for the quarter compared to 38% last year. Although the company’s revenue guide and gross margin guide (63% anticipated) are not horrible, they anticipate operating expenses to remain flat at approximately $2.56B. Performing basic calculations we arrive at the fact that operating margins for Q4 are likely to be approximately 20%, an improvement QoQ but still not indicative of NVDA being out of the woods just yet.</p><p><img src=\"https://static.tigerbbs.com/d3f93417f6a16c247d05903b740a1bbc\" tg-width=\"361\" tg-height=\"217\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/4168fb61ef492d69d08d3e9c0217743b\" tg-width=\"361\" tg-height=\"217\" referrerpolicy=\"no-referrer\"/></p><p>Dwindling margins, combined with a relatively consistent capex profile that matches previous years, resulted in the company’s free cash flow coming in at approximately $(156)M for the quarter, and this is even taking into consideration approximately $745M in SBC included in CFO, highlighting that the company has been creeping into cash burning mode, a phenomenon that will need to be monitored:</p><p><img src=\"https://static.tigerbbs.com/e461c6aa50611cf88338208979b04f34\" tg-width=\"529\" tg-height=\"334\" referrerpolicy=\"no-referrer\"/></p><p>Looking at the company’s 9M values and taking into consideration the guidance, we are likely to see the lowest FY FCF margin values in quite some time.</p><p><img src=\"https://static.tigerbbs.com/eed0abd3cd8d3c9da42ded213f6e1bba\" tg-width=\"361\" tg-height=\"216\" referrerpolicy=\"no-referrer\"/></p><p>In short, for the time being FCF is declining in a manner that is non-accretive to shareholders. Lastly, it is worth discussing the company’s inventories, of which have bloated up over the course of the last year, increasing to approximately $4.45B for the quarter, 75% of revenue compared to 31% of revenue for the same time last year:</p><p><img src=\"https://static.tigerbbs.com/b64d222246c8d7ae8ab72e1fe4bda3ac\" tg-width=\"455\" tg-height=\"272\" referrerpolicy=\"no-referrer\"/></p><p>On the conference call, NVDA’s CFO indicated that their inventory on hand was largely due to the upcoming architectures the company has coming to market including ADA, hopper, and other hardware related to their networking business. Although the company says they are always to looking at their inventory levels at the end of each quarter in an anticipatory nature, it is slightly hard to believe that the company’s inventory solely swelled as a result of these actions. In August, and many months prior, it was noted that NVDA was struggling with excess inventory associated with their RTX-3000 series ahead of the RTX-4000 launch. Given the nature of secondary markets at the moment, I find it is unlikely the company was able to normalize the RTX-3000 inventory bloating that quickly, given the state of the environment we are in right now. Inventory looks poor and only time will tell if they are able to normalize this swell heading into an increasingly difficult period.</p><p>In short, if I had to give a TLDR on the situation at NVDA at the moment it would be as follows:</p><ul><li><p>The company stands at the forefront of arguably some of the most promising subsections of the technology sector today. AI will likely be world-changing and through their data center business segment, NVDA is likely to reap the rewards given their 80%+ recent accelerator market share.</p></li><li><p>Gaming will likely recover as we enter into a more stable macroeconomic environment. This popular entertainment source is going nowhere and is likely to grow above GDP for sometime. NVDA will need to focus on not wilting on ever-growing competitive pressures and weather the aforementioned headwinds before reaping any reward.</p></li><li><p>Automotive is promising and is what the company believes to be their next multi-billion dollar platform. Although it is sustaining commendable growth thus far, only time will tell if customer spend will increase linearly, or if expenditures are reeled back in during economic turmoil due to the far-fetched nature of these engineering developments overall.</p></li><li><p>Similar to gaming, professional visualization will likely normalize heading into a more rosy economic situation, however, short-term inventory headwinds will continue to impact the segment heading into next quarter and likely for some time afterwards.</p></li><li><p>NVDA growth is concerning and with their new guidance it looks like even their best performing business segments are heading to a standstill. We’re at an interesting point in markets at the moment. Despite extreme financial tightness, the economy as a whole hasn’t deteriorated into disastrous areas. As the Fed likely continues to put their foot on the gas, a recession heading into next year is likely in my opinion. Given that, as well as the fact that S&P 500 earnings are still too rosy and have yet to be downgraded to levels seen in previous recessions, I believe there may be further pain in equity markets. General market-based and economic weakness, combined with the fact that NVDA still has a relatively premium multiple and is unlikely to be able to sustain the levels of growth that they’ve been able to in the past, likely warrants further compression in the equity. With margins yet to recover to stable levels, continued relatively egregious SBC, and an unfavourable inventory situation, the amount of FCF made available to shareholders is likely to remain bleak for the next few quarters.</p></li></ul><p>In short, and as I alluded to in my original deep-dive, I believe NVDA is a phenomenal company that has managed to survive a plethora of situations that would have killed most companies. Given the spaces they operate at the forefront of, if they’re able to come out of this environment stronger, they’re likely to reap substantial rewards. Until then, I believe further short-term pain may be inevitable. We saw multiple compression when the company went through hardship at the end of the last decade, and I don’t think it is unreasonable to expect a similar or worse situation heading into a prolonged bear market, or one where a V-shaped recovery isn’t as probable. Time will tell if my hunches are right here.</p><p><img src=\"https://static.tigerbbs.com/892bb319ef3cc312a20559d54393c858\" tg-width=\"1280\" tg-height=\"662\" referrerpolicy=\"no-referrer\"/></p><p><i>This article is written by MT Capital Research for reference only. Please note the risks.</i></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: Here We Go 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; 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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\">\nNvidia: Here We Go Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-23 15:50 GMT+8 <a href=https://seekingalpha.com/article/4559886-nvidia-here-we-go-again><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryOver the course of its short lifespan, NVDA has had to reinvent itself three times.It is clear that there are some business segments, particularly with Data Center and Automotive, that are ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559886-nvidia-here-we-go-again\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4567":"ESG概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","SG9999002232.USD":"Allianz Global High Payout USD","LU0109392836.USD":"富兰克林科技股A","BK4533":"AQR资本管理(全球第二大对冲基金)","SG9999002224.SGD":"Allianz Global High Payout SGD","LU2063271972.USD":"富兰克林创新领域基金","BK4543":"AI","BK4527":"明星科技股","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4141":"半导体产品","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4503":"景林资产持仓","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4551":"寇图资本持仓","NVDA":"英伟达","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4581":"高盛持仓","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4549":"软银资本持仓","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","BK4548":"巴美列捷福持仓","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4529":"IDC概念","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1"},"source_url":"https://seekingalpha.com/article/4559886-nvidia-here-we-go-again","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285863595","content_text":"SummaryOver the course of its short lifespan, NVDA has had to reinvent itself three times.It is clear that there are some business segments, particularly with Data Center and Automotive, that are continuing to reach new heights, whereas Gaming and Professional Visualization continue to work through noticeable issues.I believe NVDA is a phenomenal company that has managed to survive a plethora of situations that would have killed most companies.Justin SullivanToday, I will be providing an update on Nvidia (NASDAQ:NVDA) after their recent Q3 earnings report. Therein, I will discuss how the company has been in this position before, delve into their recent earnings, analyze the potential direction of the company and its various business segments going forwards, and more.Note: All dollar values mentioned herein are in millions of USD.Let’s get started“Mechanical things can go in a straight line. Time moves ahead continuously. So can a machine when it’s adequately powered. But processes in fields like history and economics involve people, and when people are involved, the results are variable and cyclical.” - Howard MarksThere is something inherently beautiful about cyclicality. Booms and busts, highs and lows, euphoria and despair; these feelings are directly connected with the human condition, and creep their way into the institutions and complex systems that make up the very fabric of the world we inhabit today. These phenomena directly impact society and economies at large, and have repeated countless amounts of time throughout history. There is no doubt that as we exit an environment impacted by pandemic-fueled market euphoria, and as the “easy-money era” of QE comes to an end, we are entering into hard times, an inevitability given the cyclical nature of markets. With inflationary pressures rearing their ugly head, shortages turning into gluts, and the deterioration of stability creeping its way into a variety of our systems, many companies that were putting up record numbers a few months prior to now are now struggling to deal with a plethora of headwinds.NVDA is one of those companies - but this is a place that they’ve been before…In April of 1993 three young electrical engineers, Chris Malachowsky, Curtis Priem, and the now-CEO, Jen-Hsun Huang, decided to start a company that would create specialized chips in a San Jose Denny’s. With the benefit of hindsight, it is amazing that a company that now stands at the forefront of computing had such humble beginnings. Being that as it may, the journey to that point was not without its ups and downs.Take the launch of their first chip as an example. In 1995, the company went to market with their NV1 product, an effort that proved to be disastrous, resulting in a $10M loss and a layoff of half their then 80 person team, actions deemed essential to avoid imminent bankruptcy. Scattered throughout the remainder of NVDA’s history are situations where the company seemed to be quickly approaching destruction. As outlined in my original NVDA deep-dive, the rocky roads experienced of late aren’t even the worst drawdowns that NVDA shareholders have experienced:Over the course of its short lifespan, NVDA has had to reinvent itself three times. The company started off focused on PC graphics, pivoted to a centricity around programmable shaders, and now finds itself benefitting from a boom in parallel processing computing, bolstering several specialities ranging from visual computing, energy efficient programming, the go-to hardware choice at the forefront of the rapidly expanding data center and the AI applications therein, and more. Despite the plethora of opportunities the company has in front of it, NVDA finds itself, yet again, at a cross-road. With no end in sight to the downturn we find ourself in, it begs the question - will NVDA come out from this reinvented or will the weights on their shoulders continue to increase for the foreseeable future?Let’s dig into their most recent earnings to find outStarting off with revenues, overall top-line beat by 2.2%, coming in at approximately $5.931B vs. the consensus estimates of $5.805B, a decent surprise given the doom & gloom that has been surrounding the company of late but still a noticeable decline YoY, decelerating 16.5%:Despite this clear deceleration, how exactly have each of the business segments of NVDA been performing? NVDA exists as a full-stack company (i.e., with both software and hardware expertise), and as described in-depth in my NVDA deep-dive, primarily operates in four different business segments: Data Center, Gaming, Professional Visualization, Automotive.Data Center is primarily focused on providing hardware and software solutions for a variety of use cases ranging from AI to HPC, geared at hyperscalers, enterprise clients, research institutions, etc., as the end-users. Gaming is relatively self-explanatory and includes the company offering their graphical processing units for gaming PCs and laptops, in addition to a few other smaller bets such as the cloud gaming offering and multimedia devices, which understandably take a back-seat to the aforementioned gaming hardware, and are not something I expect to be hugely rewarding to shareholders going forward. Professional visualization encompasses a host of functionality but can be loosely defined as solutions aimed at 3D rendering, which work in conjunction with the company’s GPU architectures and associated computing languages, including the likes of Iray, Mental Ray, MDL, DesignWorks, etc. These products allow customers to create custom rendering applications, are tied to the company’s omniverse activities, etc. Automotive encompasses a series of hardware, software and infrastructure offerings such as the DRIVE supercomputing platform, software that leverages bundles of data gathered with hardware to assist with companies creating autonomous driving capabilities, as well as offerings tiered to data center and launchpad that allow customers to create AI and accelerated computing procedures related to autonomous vehicles.Starting off with Data Center, this segment generated record numbers, increasing 31% YoY to come in at approximately $3.8B.The data center segment, as outlined on the conference call, benefitted from heightened demand from US cloud providers and consumer internet companies. In addition, management also illustrated how they stand to benefit from increased instances of, and a desire for, accelerative computing, deep-recommender systems and large language models, as well as generative AI going forwards. The company is obviously at the forefront of some exciting developments, but heading into a recessionary environment we will have to monitor if spend in these area deteriorates as customers tighten the belt of spend associated with innovative computing efforts.Notably, per management, the company has supposedly been able to navigate recent crises relatively well. As has been the hot topic of debate lately, NVDA was directly impacted by various parameters of the recent chip ban, of which ensures that integrated circuits with certain technical parameters were not able to be shipped to China. Put simply, the highest performing pieces of integrated circuitry were essentially prevented from making their way into the country, a direct attack on the country’s abilities to garner top-tier AI capabilities. As such, this dampened the company’s ability to export A100 and H100 products to China.In response, NVDA came out with the A800 product as an alternative, a piece of hardware that abides to the US government export regulations and is unable to be programmed to exceed them. As a result, management outlined that these changes were able to largely offset the weakness associated with the restrictions, citing the fact that weakness in China overall, a phenomenon that was alluded to pre-restrictions, was the more noticeable deterrent of performance. Although the accuracy of these statements is up in the air, it will be interesting to see if A800s are able to be sufficient enough to be a full-on alternative, or if this will result in Chinese companies creating their own hardware and CUDA-like-alternative that ends up displacing the moat that NVDA currently finds themselves benefitting from. Only time will tell.Moving on, it was no surprise that gaming came in weak, dwindling 51% YoY to come in at $1.574B in revenue for the quarter.NVDA mentioned the fact that they expect normalization and slight sequential growth going forwards, a phenomenon that may illustrate they’ve hit a bottom in this segment, but a phenomenon I find unlikely given the high-end ASP associated with their new graphics cards heading into a macroeconomic environment with deteriorating conditions. The pandemic was arguably the largest change we’ve seen to consumer behaviour seen in a very long time, and the pull-forward in associated spending that occurred as a result of lax monetary conditions and ludicrous fiscal stimulus was noticeable. Even despite their new hardware launches, the company is still facing the headwinds associated with inventory challenges, a phenomenon reflected by the lower sell-in they had with partners to help them align channel inventory this quarter, and a myriad of issues such as with crypto-market changes that contributed to an increase in secondhand market supply, as an example. I believe it will be a few quarters at the very least before gaming shows any signs of putting these issues in the rearview.Automotive, though a lower proportion of total revenue, increased 86% YoY, a result of DRIVE orin-based production ramps scaling. NVDA outlined that this segment is likely to experience a sequential increase going forward, and they anticipate this to evolve into their next multi-billion dollar platform. Again given the macro environment it will be interesting to see how that counteracts a cutback in spending that may occur in the next few quarters; although there is no doubt that auto companies are focusing on these endeavours:Lastly, professional visualization tanked, decreasing approximately 65% on a YoY basis and coming in at approximately $200M for the quarter. Again management cited these results are attributable to a continuation of the need to work through channel inventory issues, a phenomenon that they don’t anticipate to normalize heading into Q4.When all of the segments are brought together, here’s how things lookIt is clear that there are some business segments, particularly with Data Center and Automotive, that are continuing to reach new heights, whereas Gaming and Professional Visualization continue to work through noticeable issues. Bringing these segments together, it is evident that the company is now severely reliant on the performance of the data center, a phenomenon that is both exciting given the dominant market share they hold in this segment and the high ceiling of growth potential, but also a source of potential fragility given the potential contraction in data center expenditures that may be looming over the horizon.All segments, spare Automotive are already in or are moving towards deceleration, and when viewed alongside the company’s guidance, this is even more concerning. Revenues are expected to come in at approximately $6B for Q4, with every segment spare professional visualization expected to increase sequentially. Given the small delta that exists between projected Q4 estimates and Q3 numbers ($6B vs. approximately $5.9B) this essentially means that the three segments experiencing QoQ increases will likely increase negligibly. With the company’s still-premium multiple and their behaviour conveying they may be experiencing negligible growth heading into 2023, this may point towards inevitable further compression of their market value going forwards.The company’s GAAP margins do not paint any better of a picture. Gross Margins declined YoY from 65% to 54%, feeling the brunt of a $700M charge associated with lower data center demand in China, offset by a warranty benefit of approximately $70M. Operating expenses soared as a % of total revenue, coming in at approximately 43% of top-line compared to approximately 28% last year, primarily attributable to increased compensation and data infrastructure costs. Resultantly, operating margins declined, coming in at 10% for the quarter compared to 38% last year. Although the company’s revenue guide and gross margin guide (63% anticipated) are not horrible, they anticipate operating expenses to remain flat at approximately $2.56B. Performing basic calculations we arrive at the fact that operating margins for Q4 are likely to be approximately 20%, an improvement QoQ but still not indicative of NVDA being out of the woods just yet.Dwindling margins, combined with a relatively consistent capex profile that matches previous years, resulted in the company’s free cash flow coming in at approximately $(156)M for the quarter, and this is even taking into consideration approximately $745M in SBC included in CFO, highlighting that the company has been creeping into cash burning mode, a phenomenon that will need to be monitored:Looking at the company’s 9M values and taking into consideration the guidance, we are likely to see the lowest FY FCF margin values in quite some time.In short, for the time being FCF is declining in a manner that is non-accretive to shareholders. Lastly, it is worth discussing the company’s inventories, of which have bloated up over the course of the last year, increasing to approximately $4.45B for the quarter, 75% of revenue compared to 31% of revenue for the same time last year:On the conference call, NVDA’s CFO indicated that their inventory on hand was largely due to the upcoming architectures the company has coming to market including ADA, hopper, and other hardware related to their networking business. Although the company says they are always to looking at their inventory levels at the end of each quarter in an anticipatory nature, it is slightly hard to believe that the company’s inventory solely swelled as a result of these actions. In August, and many months prior, it was noted that NVDA was struggling with excess inventory associated with their RTX-3000 series ahead of the RTX-4000 launch. Given the nature of secondary markets at the moment, I find it is unlikely the company was able to normalize the RTX-3000 inventory bloating that quickly, given the state of the environment we are in right now. Inventory looks poor and only time will tell if they are able to normalize this swell heading into an increasingly difficult period.In short, if I had to give a TLDR on the situation at NVDA at the moment it would be as follows:The company stands at the forefront of arguably some of the most promising subsections of the technology sector today. AI will likely be world-changing and through their data center business segment, NVDA is likely to reap the rewards given their 80%+ recent accelerator market share.Gaming will likely recover as we enter into a more stable macroeconomic environment. This popular entertainment source is going nowhere and is likely to grow above GDP for sometime. NVDA will need to focus on not wilting on ever-growing competitive pressures and weather the aforementioned headwinds before reaping any reward.Automotive is promising and is what the company believes to be their next multi-billion dollar platform. Although it is sustaining commendable growth thus far, only time will tell if customer spend will increase linearly, or if expenditures are reeled back in during economic turmoil due to the far-fetched nature of these engineering developments overall.Similar to gaming, professional visualization will likely normalize heading into a more rosy economic situation, however, short-term inventory headwinds will continue to impact the segment heading into next quarter and likely for some time afterwards.NVDA growth is concerning and with their new guidance it looks like even their best performing business segments are heading to a standstill. We’re at an interesting point in markets at the moment. Despite extreme financial tightness, the economy as a whole hasn’t deteriorated into disastrous areas. As the Fed likely continues to put their foot on the gas, a recession heading into next year is likely in my opinion. Given that, as well as the fact that S&P 500 earnings are still too rosy and have yet to be downgraded to levels seen in previous recessions, I believe there may be further pain in equity markets. General market-based and economic weakness, combined with the fact that NVDA still has a relatively premium multiple and is unlikely to be able to sustain the levels of growth that they’ve been able to in the past, likely warrants further compression in the equity. With margins yet to recover to stable levels, continued relatively egregious SBC, and an unfavourable inventory situation, the amount of FCF made available to shareholders is likely to remain bleak for the next few quarters.In short, and as I alluded to in my original deep-dive, I believe NVDA is a phenomenal company that has managed to survive a plethora of situations that would have killed most companies. Given the spaces they operate at the forefront of, if they’re able to come out of this environment stronger, they’re likely to reap substantial rewards. Until then, I believe further short-term pain may be inevitable. We saw multiple compression when the company went through hardship at the end of the last decade, and I don’t think it is unreasonable to expect a similar or worse situation heading into a prolonged bear market, or one where a V-shaped recovery isn’t as probable. Time will tell if my hunches are right here.This article is written by MT Capital Research for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985350129,"gmtCreate":1667319198261,"gmtModify":1676537897703,"author":{"id":"3581684344799764","authorId":"3581684344799764","name":"Blueskyyy","avatar":"https://static.tigerbbs.com/0d6c322e00a96aaf8827cb1ac21ac63d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985350129","repostId":"1147838107","repostType":4,"repost":{"id":"1147838107","pubTimestamp":1667316414,"share":"https://www.laohu8.com/m/news/1147838107?lang=&edition=full","pubTime":"2022-11-01 23:26","market":"us","language":"en","title":"Fed Meeting to Focus on Interest Rates’ Coming Path","url":"https://stock-news.laohu8.com/highlight/detail?id=1147838107","media":"The Wall Street Journal","summary":"Another 0.75-point rise is likely this week, as the pace of future moves takes the spotlightWall Str","content":"<html><head></head><body><ul><li>Another 0.75-point rise is likely this week, as the pace of future moves takes the spotlight</li></ul><p>Wall Street analysts will be focused Wednesday on what Federal Reserve Chairman Jerome Powell says about whether the central bank might slow down interest-rate rises at its next policy meeting in December.</p><p>Fed officials have already indicated that they are likely to raise their benchmark federal-funds rate by 0.75 percentage point this week to a range between 3.75% and 4%. That would mark their fourth consecutive increase of that size as they seek to reduce inflation by slowing the economy. Some of the officials recently began signaling their desire to start reducing the size of increases after this week and to potentially stop lifting rates early next year so they can see the effects of their moves.</p><p>Those officials and several private-sector economists have warned of growing risks that the Fed will raise rates too much and cause an unnecessarily sharp slowdown. Until June, the Fed hadn’t raised interest rates by 0.75 point, or 75 basis points, since 1994.</p><p>“They have to think about calibration at this meeting. You’re trying to cool down an economy, not throw it into a deep freeze,” said Diane Swonk, chief economist at KPMG.</p><p>Fed officials widely supported the supersize rate increases this summer because they were playing catch-up. Inflation has been running close to 40-year highs, but interest rates were pinned near zero until March. Debate over how much more to raise rates could intensify as they reach levels more likely to restrain spending, hiring and investment. The fed-funds rate influences other borrowing costs throughout the economy, including rates on credit cards, mortgages and car loans.</p><p>“They do need to slow the pace. Let’s keep in mind, 50 basis points is fast; 75 basis points is really fast,” said Ellen Meade, an economist at Duke University who is a former senior adviser at the Fed.</p><p>December would be a natural time to slow the pace of rate increases because officials could use new projections at that meeting to show they expect to reach a higher peak or terminal interest rate than they had previously anticipated, she said. The debate over the speed of increases could obscure a more important one around how high rates ultimately rise. “Going faster now is about raising the terminal rate,” Ms. Meade said.</p><p>But some analysts say it will be difficult for the Fed to dial back the pace of rate increases in December because they expect inflation to continue to run hotter than other analysts forecast. Fed officials had expected inflation to decline this year, but that outlook has been in vain so far. They responded by targeting a higher destination for the fed-funds rate than they projected earlier in the year, resulting in the longer-than-anticipated string of 0.75-point rate rises.</p><p>Officials at their September meeting projected that they would need to raise the rate to at least 4.6% by early next year. “If you have broad agreement on that and inflation keeps coming in higher than expected, it makes sense to get to that peak rate sooner,” said Matthew Luzzetti, chief U.S. economist at Deutsche Bank.</p><p>Analysts at Deutsche Bank, UBS, Credit Suisse and Nomura Securities expect the Fed to follow this week’s 0.75-point rate rise with an increase of the same size in December.</p><p>Meanwhile, analysts at Bank of America, Goldman Sachs, Morgan Stanley, and Evercore ISI see the Fed dialing back the pace of rate rises in December with a 0.5-point increase.</p><p>Economic data released since the Fed’s September meeting have been mixed. While domestic demand has slowed and the housing market is entering a sharp downturn, the job market has remained strong and inflation pressures have stayed elevated. Recent earnings reports have shown strong consumer demand and pricing increases.</p><p>Officials will see two more months of economic reports before their mid-December meeting, including on hiring and inflation. “Even if Powell provides guidance at his press conference, it won’t involve a commitment. That’s because the decision does need to be data determined,” wrote former Fed governor Laurence Meyer, who runs economic-forecasting firm LH Meyer Inc., in a recent report.</p><p>Some economists say the Fed will have to raise the fed-funds rate higher than 4.6% next year because of the resilience of consumer spending and domestic demand to higher rates so far.</p><p>Strategists at FHN Financial expect the Fed to raise its policy rate to about 6% by next June. After this week’s increase, the Fed could accomplish that without another 0.75-point rate rise.</p><p>“The obvious dilemma for financial markets is many things can be true simultaneously, and a lot of them pull in different directions. The Fed could slow in December, but then still get to the 6% in our forecast,” said Jim Vogel of FHN Financial, in a note to clients Monday.</p><p>The Fed combats inflation by slowing the economy through tighter financial conditions—such as higher borrowing costs, lower stock prices and a stronger dollar—that curb demand. Changes to the anticipated trajectory of rates, and not just what the Fed does at any meeting, can influence broader financial conditions.</p><p>Many investors this year have been eager to interpret signs of a less aggressive rate-rise pace as a sign that a pause in rate increases isn’t far off, but a sustained market rally risks undoing the Fed’s work of slowing down the economy.</p><p>Any discussion by Mr. Powell about how officials see the potential for a higher rate path could temper any market exuberance about a slower pace of increases, economists said. “It is now about the destination, not the journey,” said Michael Gapen, chief U.S. economist at Bank of America, in a report Monday.</p></body></html>","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed Meeting to Focus on Interest Rates’ Coming Path</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed Meeting to Focus on Interest Rates’ Coming Path\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-01 23:26 GMT+8 <a href=https://www.wsj.com/articles/fed-meeting-to-focus-on-interest-rates-coming-path-11667295181?mod=hp_lead_pos1><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Another 0.75-point rise is likely this week, as the pace of future moves takes the spotlightWall Street analysts will be focused Wednesday on what Federal Reserve Chairman Jerome Powell says about ...</p>\n\n<a href=\"https://www.wsj.com/articles/fed-meeting-to-focus-on-interest-rates-coming-path-11667295181?mod=hp_lead_pos1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.wsj.com/articles/fed-meeting-to-focus-on-interest-rates-coming-path-11667295181?mod=hp_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147838107","content_text":"Another 0.75-point rise is likely this week, as the pace of future moves takes the spotlightWall Street analysts will be focused Wednesday on what Federal Reserve Chairman Jerome Powell says about whether the central bank might slow down interest-rate rises at its next policy meeting in December.Fed officials have already indicated that they are likely to raise their benchmark federal-funds rate by 0.75 percentage point this week to a range between 3.75% and 4%. That would mark their fourth consecutive increase of that size as they seek to reduce inflation by slowing the economy. Some of the officials recently began signaling their desire to start reducing the size of increases after this week and to potentially stop lifting rates early next year so they can see the effects of their moves.Those officials and several private-sector economists have warned of growing risks that the Fed will raise rates too much and cause an unnecessarily sharp slowdown. Until June, the Fed hadn’t raised interest rates by 0.75 point, or 75 basis points, since 1994.“They have to think about calibration at this meeting. You’re trying to cool down an economy, not throw it into a deep freeze,” said Diane Swonk, chief economist at KPMG.Fed officials widely supported the supersize rate increases this summer because they were playing catch-up. Inflation has been running close to 40-year highs, but interest rates were pinned near zero until March. Debate over how much more to raise rates could intensify as they reach levels more likely to restrain spending, hiring and investment. The fed-funds rate influences other borrowing costs throughout the economy, including rates on credit cards, mortgages and car loans.“They do need to slow the pace. Let’s keep in mind, 50 basis points is fast; 75 basis points is really fast,” said Ellen Meade, an economist at Duke University who is a former senior adviser at the Fed.December would be a natural time to slow the pace of rate increases because officials could use new projections at that meeting to show they expect to reach a higher peak or terminal interest rate than they had previously anticipated, she said. The debate over the speed of increases could obscure a more important one around how high rates ultimately rise. “Going faster now is about raising the terminal rate,” Ms. Meade said.But some analysts say it will be difficult for the Fed to dial back the pace of rate increases in December because they expect inflation to continue to run hotter than other analysts forecast. Fed officials had expected inflation to decline this year, but that outlook has been in vain so far. They responded by targeting a higher destination for the fed-funds rate than they projected earlier in the year, resulting in the longer-than-anticipated string of 0.75-point rate rises.Officials at their September meeting projected that they would need to raise the rate to at least 4.6% by early next year. “If you have broad agreement on that and inflation keeps coming in higher than expected, it makes sense to get to that peak rate sooner,” said Matthew Luzzetti, chief U.S. economist at Deutsche Bank.Analysts at Deutsche Bank, UBS, Credit Suisse and Nomura Securities expect the Fed to follow this week’s 0.75-point rate rise with an increase of the same size in December.Meanwhile, analysts at Bank of America, Goldman Sachs, Morgan Stanley, and Evercore ISI see the Fed dialing back the pace of rate rises in December with a 0.5-point increase.Economic data released since the Fed’s September meeting have been mixed. While domestic demand has slowed and the housing market is entering a sharp downturn, the job market has remained strong and inflation pressures have stayed elevated. Recent earnings reports have shown strong consumer demand and pricing increases.Officials will see two more months of economic reports before their mid-December meeting, including on hiring and inflation. “Even if Powell provides guidance at his press conference, it won’t involve a commitment. That’s because the decision does need to be data determined,” wrote former Fed governor Laurence Meyer, who runs economic-forecasting firm LH Meyer Inc., in a recent report.Some economists say the Fed will have to raise the fed-funds rate higher than 4.6% next year because of the resilience of consumer spending and domestic demand to higher rates so far.Strategists at FHN Financial expect the Fed to raise its policy rate to about 6% by next June. After this week’s increase, the Fed could accomplish that without another 0.75-point rate rise.“The obvious dilemma for financial markets is many things can be true simultaneously, and a lot of them pull in different directions. The Fed could slow in December, but then still get to the 6% in our forecast,” said Jim Vogel of FHN Financial, in a note to clients Monday.The Fed combats inflation by slowing the economy through tighter financial conditions—such as higher borrowing costs, lower stock prices and a stronger dollar—that curb demand. Changes to the anticipated trajectory of rates, and not just what the Fed does at any meeting, can influence broader financial conditions.Many investors this year have been eager to interpret signs of a less aggressive rate-rise pace as a sign that a pause in rate increases isn’t far off, but a sustained market rally risks undoing the Fed’s work of slowing down the economy.Any discussion by Mr. Powell about how officials see the potential for a higher rate path could temper any market exuberance about a slower pace of increases, economists said. “It is now about the destination, not the journey,” said Michael Gapen, chief U.S. economist at Bank of America, in a report Monday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089720873,"gmtCreate":1650035810734,"gmtModify":1676534633787,"author":{"id":"3581684344799764","authorId":"3581684344799764","name":"Blueskyyy","avatar":"https://static.tigerbbs.com/0d6c322e00a96aaf8827cb1ac21ac63d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FSLY\">$Fastly, Inc.(FSLY)$</a>Nice","listText":"<a href=\"https://ttm.financial/S/FSLY\">$Fastly, Inc.(FSLY)$</a>Nice","text":"$Fastly, Inc.(FSLY)$Nice","images":[{"img":"https://community-static.tradeup.com/news/97f42b72ff4f60fbd82b741a49f4bfd2","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089720873","isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9963278482,"gmtCreate":1668703928247,"gmtModify":1676538100230,"author":{"id":"3581684344799764","authorId":"3581684344799764","name":"Blueskyyy","avatar":"https://static.tigerbbs.com/0d6c322e00a96aaf8827cb1ac21ac63d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Of","listText":"Of","text":"Of","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9963278482","repostId":"1126670970","repostType":4,"repost":{"id":"1126670970","pubTimestamp":1668672381,"share":"https://www.laohu8.com/m/news/1126670970?lang=&edition=full","pubTime":"2022-11-17 16:06","market":"us","language":"en","title":"They Pulled Money Out of FTX at Last Minute Before Its Bankruptcy: \"Thank God I Dodged It Twice\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1126670970","media":"Market Watch","summary":"As the FTX debacle started to unravel last week, a 26-year-old customer of FTX.US who lived in the N","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/a966a253714b930845560afaac3d77de\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\"/></p><p>As the FTX debacle started to unravel last week, a 26-year-old customer of FTX.US who lived in the New York City area faced a thorny dilemma. While he was concerned about the situation that was unfolding, he was hesitant to withdraw his $20,000 worth of holdings from the cryptocurrency platform because he knew it would cost him money.</p><p>The customer had some outstanding bitcoin BTCUSD, +0.46% derivatives contracts on FTX.US and to withdraw his money the investor had to put in another $400 to cover some short options he had sold. But as the situation around FTX appeared to worsen, the New York area customer finally made up his mind. He paid the money and put in a withdrawal request last Thursday evening, and received his crypto an hour later.</p><p>The next morning, FTX and about 130 related entities, including FTX.US and trading firm Alameda Research, filed for bankruptcy protection in U.S. federal court.</p><p>“Thank God,” the New York-based crypto investor said. “I was lucky. I dodged it twice.” All FTX customers MarketWatch spoke to for this article requested to remain anonymous, citing fears of repercussions. The customers did share screenshots of their FTX transfers, which MarketWatch was able to review.</p><p>For the trader MarketWatch spoke with in New York, the FTX collapse was part of a pattern that had become familiar. Not too long ago, the investor pulled his money out of the Singapore-based crypto lending platform, Hodlnaut, three weeks before it froze withdrawals in August citing “market conditions”. Hodlnaut also reportedly held about SGD 18.3 million, or about $13.4 million worth of crypto, on FTX as of Oct. 28. A representative at Hodlnaut didn’t respond to a request seeking comment for this article.</p><p>Before its collapse, FTX was the third-largest crypto exchange by trading volume. Celebrities like Tom Brady, Gisele Bundchen, and Steph Curry endorsed the platform. The Miami Heat’s home basketball arena was named after it. FTX’s co-founder and former chief executive, Sam Bankman-Fried, graced the cover of Fortune Magazine, which wondered if he was the next Warren Buffett.</p><p>Now, there is little chance that customers who were enticed to use the platform will be able to recover their assets, analysts said. Based on a balance sheet shared with investors one day before FTX’s bankruptcy filing, the exchange had almost $9 billion in liabilities and $900 million in liquid assets, $5.5 billion in “less liquid” assets, and $3.2 billion in “illiquid” assets, according to a Bloomberg article citing anonymous sources. What’s worse, one day after the bankruptcy filing, John J. Ray III, FTX’s new chief executive, said in a statement that “unauthorized access to certain assets has occurred,” while crypto research firm Elliptic said $477 million is suspected to have been stolen from FTX. Representatives at FTX didn’t respond to a request seeking comment.</p><p>Several FTX customers and crypto industry participants described FTX’s collapse as “shocking,” even though the industry already saw the collapses of several key players this year, such as blockchain Terra, lender Celsius, and hedge fund Three Arrows Capital.</p><p>“For FTX to go down, it is pretty nuts,” said the New York-based crypto investor who managed to get his money out at the last minute. “Sam Bankman-Fried really seemed like he was going to be the one to bring on regulation and make the industry have more legitimacy,” the investor said.</p><p>Nevertheless, many retail investors have become conditioned this year to flee from any crypto platform that shows any hint of trouble, a dynamic that has hurt confidence in crypto-institutions, slowed down crypto adoption, and could increase the volatility around digital assets trading in the days and months ahead, analysts said.</p><p>In the case of FTX, some retail investors had become so “traumatized” by the crypto events that had taken place this year that they started moving their money out of the platform as soon as the ominous signs appeared.</p><p>There have been some “recurring themes” in crypto that led to customers’ losses, noted David Tawil, president and co-founder of digital asset fund ProChain Capital. “I think people that have either been hit by or have been close to a previous blow up, are figuring, why? Why wait? What’s the benefit of waiting?” Tawil said. “Once they hear anything, any sort of rumor or any sort of warning, they run to go ahead and take their money out.”</p><h2>Last call before the fall</h2><p>Last week, as Bankman-Fried took to Twitter to say, “FTX is fine. Assets are fine,” a 26-year-old Colorado-based customer of FTX.US withdrew about $10,000 in U.S. dollars from the exchange. The next day Binance, a rival exchange, signed a letter of intent to acquire FTX’s non-US assets. But the Colorado customer, who works for a private equity fund, tried to take out his remaining $1,200 from FTX.US., regardless. He was unable to retrieve those remaining funds.</p><p>A day later, Binance abandoned its deal for FTX, citing due diligence and reports about mishandled customer funds, and FTX soon filed for bankruptcy.</p><p>“With everything going on, it’s looking less and less likely that the money will ever get to my bank account,” the Colorado customer said about his $1,200 that remain stuck on FTX.US.</p><p>“Crypto has made me a bit of a pessimist,” the Colorado-based customer added. Though he didn’t expect FTX to collapse, “as soon as I saw anything potentially negative about FTX, I thought that’s more than enough to prompt me to withdraw my funds.”</p><p>That pessimism came in part from his previous experience of having about $50,000 stuck on Solana-based stablecoin protocol Cashio, which in March was hacked, causing a loss of some $52 million. Though the Colorado investor was able to recover most of his funds weeks later, the experience has kept his guard up. “I’ve been through this situation of not being able to withdraw money that I have,” he said.</p><p>The Colorado trader was also lucky enough to avoid a hack in October targeting decentralized crypto exchange Mango Markets, where he once also had an account. In May, he said he persuaded his fiancé to take out her $10,000 from Celsius after reading some criticism about the platform on Twitter. “I said, hey, we already had gone through enough with crypto, I think you should take your money out,” the investor told her girlfriend. It turned out to be the right choice – four weeks later, the lender froze all withdrawals and later filed for bankruptcy.</p><p>The Colorado-based investor, who mostly trades non-fungible tokens, said he chose to tap in the digital asset space for the potentially fruitful rewards, despite huge risks. Still, things such as FTX’s collapse “makes even people like me lose a lot of trust in the system,” he said.</p><p>A 22-year-old engineer, who is based in Australia, said he also pulled his $7,000 out of FTX last week, five hours after Bankman-Fried’s tweet that FTX was fine. “My first train of thought was if FTX becomes bankrupt or something, the Americans might save themselves,” the investor said. FTX.US was only available to U.S. customers, while FTX.com targeted customers in other areas of the world, including Australia. Bankman-Fried and many top FTX executives are American citizens.</p><p>“The Americans, they might save themselves. I’m going to be absolutely destroyed,” the Australia-based investor said.</p><p>FTX first froze withdrawals for most of its international customers, while some investors were able to take out their money from FTX.US for a few more days. In fact, one day before FTX and FTX.US filed for bankruptcy, Bankman-Fried tweeted that FTX.US “was not financially impacted by this shitshow. It’s 100% liquid.”</p><p>For his part, the Colorado-based customer said he felt lied to. “I guess I sort of understand where he (Bankman-Fried) is in this tough situation, and I feel bad for him,” the investor said. “But just to say FTX.US is completely liquid, not affected at all and then to lump them into a Chapter 11 bankruptcy, is mind boggling. I just don’t know how you can flat out lie like that,” he said.</p><p>Bankman-Fried didn’t respond to a request seeking comment.</p><p>Despite keeping most of his money intact, the Australian investor felt gloomy about the crypto space after FTX’s fall. “Imagine if the London Stock Exchange just shut down, and said yeah, we’re not gonna do any trading anymore, people will not be able to get their money out. How insane would that be?” the investor said. “Because that’s how this is. I don’t think anyone’s gonna have any faith anymore. It takes a lot of time to build that faith again.”</p></body></html>","source":"lsy1616996754749","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>They Pulled Money Out of FTX at Last Minute Before Its Bankruptcy: \"Thank God I Dodged It Twice\"</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\">\nThey Pulled Money Out of FTX at Last Minute Before Its Bankruptcy: \"Thank God I Dodged It Twice\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-17 16:06 GMT+8 <a href=https://www.marketwatch.com/story/they-pulled-money-out-of-ftx-at-last-minute-before-its-bankruptcy-thank-god-i-dodged-it-twice-11668613287?mod=home-page><strong>Market Watch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As the FTX debacle started to unravel last week, a 26-year-old customer of FTX.US who lived in the New York City area faced a thorny dilemma. While he was concerned about the situation that was ...</p>\n\n<a href=\"https://www.marketwatch.com/story/they-pulled-money-out-of-ftx-at-last-minute-before-its-bankruptcy-thank-god-i-dodged-it-twice-11668613287?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GBTC":"Grayscale Bitcoin Trust","COIN":"Coinbase Global, Inc."},"source_url":"https://www.marketwatch.com/story/they-pulled-money-out-of-ftx-at-last-minute-before-its-bankruptcy-thank-god-i-dodged-it-twice-11668613287?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126670970","content_text":"As the FTX debacle started to unravel last week, a 26-year-old customer of FTX.US who lived in the New York City area faced a thorny dilemma. While he was concerned about the situation that was unfolding, he was hesitant to withdraw his $20,000 worth of holdings from the cryptocurrency platform because he knew it would cost him money.The customer had some outstanding bitcoin BTCUSD, +0.46% derivatives contracts on FTX.US and to withdraw his money the investor had to put in another $400 to cover some short options he had sold. But as the situation around FTX appeared to worsen, the New York area customer finally made up his mind. He paid the money and put in a withdrawal request last Thursday evening, and received his crypto an hour later.The next morning, FTX and about 130 related entities, including FTX.US and trading firm Alameda Research, filed for bankruptcy protection in U.S. federal court.“Thank God,” the New York-based crypto investor said. “I was lucky. I dodged it twice.” All FTX customers MarketWatch spoke to for this article requested to remain anonymous, citing fears of repercussions. The customers did share screenshots of their FTX transfers, which MarketWatch was able to review.For the trader MarketWatch spoke with in New York, the FTX collapse was part of a pattern that had become familiar. Not too long ago, the investor pulled his money out of the Singapore-based crypto lending platform, Hodlnaut, three weeks before it froze withdrawals in August citing “market conditions”. Hodlnaut also reportedly held about SGD 18.3 million, or about $13.4 million worth of crypto, on FTX as of Oct. 28. A representative at Hodlnaut didn’t respond to a request seeking comment for this article.Before its collapse, FTX was the third-largest crypto exchange by trading volume. Celebrities like Tom Brady, Gisele Bundchen, and Steph Curry endorsed the platform. The Miami Heat’s home basketball arena was named after it. FTX’s co-founder and former chief executive, Sam Bankman-Fried, graced the cover of Fortune Magazine, which wondered if he was the next Warren Buffett.Now, there is little chance that customers who were enticed to use the platform will be able to recover their assets, analysts said. Based on a balance sheet shared with investors one day before FTX’s bankruptcy filing, the exchange had almost $9 billion in liabilities and $900 million in liquid assets, $5.5 billion in “less liquid” assets, and $3.2 billion in “illiquid” assets, according to a Bloomberg article citing anonymous sources. What’s worse, one day after the bankruptcy filing, John J. Ray III, FTX’s new chief executive, said in a statement that “unauthorized access to certain assets has occurred,” while crypto research firm Elliptic said $477 million is suspected to have been stolen from FTX. Representatives at FTX didn’t respond to a request seeking comment.Several FTX customers and crypto industry participants described FTX’s collapse as “shocking,” even though the industry already saw the collapses of several key players this year, such as blockchain Terra, lender Celsius, and hedge fund Three Arrows Capital.“For FTX to go down, it is pretty nuts,” said the New York-based crypto investor who managed to get his money out at the last minute. “Sam Bankman-Fried really seemed like he was going to be the one to bring on regulation and make the industry have more legitimacy,” the investor said.Nevertheless, many retail investors have become conditioned this year to flee from any crypto platform that shows any hint of trouble, a dynamic that has hurt confidence in crypto-institutions, slowed down crypto adoption, and could increase the volatility around digital assets trading in the days and months ahead, analysts said.In the case of FTX, some retail investors had become so “traumatized” by the crypto events that had taken place this year that they started moving their money out of the platform as soon as the ominous signs appeared.There have been some “recurring themes” in crypto that led to customers’ losses, noted David Tawil, president and co-founder of digital asset fund ProChain Capital. “I think people that have either been hit by or have been close to a previous blow up, are figuring, why? Why wait? What’s the benefit of waiting?” Tawil said. “Once they hear anything, any sort of rumor or any sort of warning, they run to go ahead and take their money out.”Last call before the fallLast week, as Bankman-Fried took to Twitter to say, “FTX is fine. Assets are fine,” a 26-year-old Colorado-based customer of FTX.US withdrew about $10,000 in U.S. dollars from the exchange. The next day Binance, a rival exchange, signed a letter of intent to acquire FTX’s non-US assets. But the Colorado customer, who works for a private equity fund, tried to take out his remaining $1,200 from FTX.US., regardless. He was unable to retrieve those remaining funds.A day later, Binance abandoned its deal for FTX, citing due diligence and reports about mishandled customer funds, and FTX soon filed for bankruptcy.“With everything going on, it’s looking less and less likely that the money will ever get to my bank account,” the Colorado customer said about his $1,200 that remain stuck on FTX.US.“Crypto has made me a bit of a pessimist,” the Colorado-based customer added. Though he didn’t expect FTX to collapse, “as soon as I saw anything potentially negative about FTX, I thought that’s more than enough to prompt me to withdraw my funds.”That pessimism came in part from his previous experience of having about $50,000 stuck on Solana-based stablecoin protocol Cashio, which in March was hacked, causing a loss of some $52 million. Though the Colorado investor was able to recover most of his funds weeks later, the experience has kept his guard up. “I’ve been through this situation of not being able to withdraw money that I have,” he said.The Colorado trader was also lucky enough to avoid a hack in October targeting decentralized crypto exchange Mango Markets, where he once also had an account. In May, he said he persuaded his fiancé to take out her $10,000 from Celsius after reading some criticism about the platform on Twitter. “I said, hey, we already had gone through enough with crypto, I think you should take your money out,” the investor told her girlfriend. It turned out to be the right choice – four weeks later, the lender froze all withdrawals and later filed for bankruptcy.The Colorado-based investor, who mostly trades non-fungible tokens, said he chose to tap in the digital asset space for the potentially fruitful rewards, despite huge risks. Still, things such as FTX’s collapse “makes even people like me lose a lot of trust in the system,” he said.A 22-year-old engineer, who is based in Australia, said he also pulled his $7,000 out of FTX last week, five hours after Bankman-Fried’s tweet that FTX was fine. “My first train of thought was if FTX becomes bankrupt or something, the Americans might save themselves,” the investor said. FTX.US was only available to U.S. customers, while FTX.com targeted customers in other areas of the world, including Australia. Bankman-Fried and many top FTX executives are American citizens.“The Americans, they might save themselves. I’m going to be absolutely destroyed,” the Australia-based investor said.FTX first froze withdrawals for most of its international customers, while some investors were able to take out their money from FTX.US for a few more days. In fact, one day before FTX and FTX.US filed for bankruptcy, Bankman-Fried tweeted that FTX.US “was not financially impacted by this shitshow. It’s 100% liquid.”For his part, the Colorado-based customer said he felt lied to. “I guess I sort of understand where he (Bankman-Fried) is in this tough situation, and I feel bad for him,” the investor said. “But just to say FTX.US is completely liquid, not affected at all and then to lump them into a Chapter 11 bankruptcy, is mind boggling. I just don’t know how you can flat out lie like that,” he said.Bankman-Fried didn’t respond to a request seeking comment.Despite keeping most of his money intact, the Australian investor felt gloomy about the crypto space after FTX’s fall. “Imagine if the London Stock Exchange just shut down, and said yeah, we’re not gonna do any trading anymore, people will not be able to get their money out. How insane would that be?” the investor said. “Because that’s how this is. I don’t think anyone’s gonna have any faith anymore. It takes a lot of time to build that faith again.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981079774,"gmtCreate":1666359561198,"gmtModify":1676537746522,"author":{"id":"3581684344799764","authorId":"3581684344799764","name":"Blueskyyy","avatar":"https://static.tigerbbs.com/0d6c322e00a96aaf8827cb1ac21ac63d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9981079774","repostId":"1130755577","repostType":4,"repost":{"id":"1130755577","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1666359098,"share":"https://www.laohu8.com/m/news/1130755577?lang=&edition=full","pubTime":"2022-10-21 21:31","market":"us","language":"en","title":"Stocks Fall Slightly As Investors Weigh Potential for Fed to Slow Rate Hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=1130755577","media":"Tiger Newspress","summary":"Stocks eased on Friday as investors assessed more corporate earnings reports and the outlook for Fed","content":"<html><head></head><body><p>Stocks eased on Friday as investors assessed more corporate earnings reports and the outlook for Federal Reserve rate hikes.</p><p>The Dow Jones Industrial Average fell 34 points, or 0.1%. The S&P 500 slipped 0.2%. The Nasdaq Composite was off by 0.2%.</p><p>Treasury yields fell from their highs and futures bounced off their lows after areport from the Wall Street Journalthat some Fed officials are concerned about overtightening with large rate hikes.</p><p>Earnings reports seemed to limit gains from futures. Dow components American Express and Verizon fell more than 4% in premarket trading after their quarterly report.</p><p>In tech, social media company Snap reported a quarterly revenue of $1.13 billion, below expectations. That revenuerepresents year-over-year growth of just 6%. Average revenue per user, a key metric for the company, fell 11% to $3.11.</p><p>“The mindset is quite gloomy w/stocks for sale pretty much everywhere. The culprit behind the negativity is earnings w/a slew of disappointments around the world,” wrote Adam Crisafulli of Vital Knowledge.</p><p>Stocks are on a two-day losing streak, with the Dow shedding 90.22 points, or 0.3%, on Thursday. The S&P 500 and Nasdaq Composite were down 0.8% and and 0.6%, respectively.</p><p>It was a day that started on better footing for the Dow, which was up nearly 400 points at session highs, but rising Treasury yields threw cold water on stocks. The 10-year Treasury yield is trading at levels not seen since 2008. On Friday, it traded around 4.29%.</p><p>The major averages are still on track for a winning week, up more than 2% through Thursday.</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>Stocks Fall Slightly As Investors Weigh Potential for Fed to Slow Rate Hikes</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStocks Fall Slightly As Investors Weigh Potential for Fed to Slow Rate Hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-10-21 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks eased on Friday as investors assessed more corporate earnings reports and the outlook for Federal Reserve rate hikes.</p><p>The Dow Jones Industrial Average fell 34 points, or 0.1%. The S&P 500 slipped 0.2%. The Nasdaq Composite was off by 0.2%.</p><p>Treasury yields fell from their highs and futures bounced off their lows after areport from the Wall Street Journalthat some Fed officials are concerned about overtightening with large rate hikes.</p><p>Earnings reports seemed to limit gains from futures. Dow components American Express and Verizon fell more than 4% in premarket trading after their quarterly report.</p><p>In tech, social media company Snap reported a quarterly revenue of $1.13 billion, below expectations. That revenuerepresents year-over-year growth of just 6%. Average revenue per user, a key metric for the company, fell 11% to $3.11.</p><p>“The mindset is quite gloomy w/stocks for sale pretty much everywhere. The culprit behind the negativity is earnings w/a slew of disappointments around the world,” wrote Adam Crisafulli of Vital Knowledge.</p><p>Stocks are on a two-day losing streak, with the Dow shedding 90.22 points, or 0.3%, on Thursday. The S&P 500 and Nasdaq Composite were down 0.8% and and 0.6%, respectively.</p><p>It was a day that started on better footing for the Dow, which was up nearly 400 points at session highs, but rising Treasury yields threw cold water on stocks. The 10-year Treasury yield is trading at levels not seen since 2008. On Friday, it traded around 4.29%.</p><p>The major averages are still on track for a winning week, up more than 2% through Thursday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130755577","content_text":"Stocks eased on Friday as investors assessed more corporate earnings reports and the outlook for Federal Reserve rate hikes.The Dow Jones Industrial Average fell 34 points, or 0.1%. The S&P 500 slipped 0.2%. The Nasdaq Composite was off by 0.2%.Treasury yields fell from their highs and futures bounced off their lows after areport from the Wall Street Journalthat some Fed officials are concerned about overtightening with large rate hikes.Earnings reports seemed to limit gains from futures. Dow components American Express and Verizon fell more than 4% in premarket trading after their quarterly report.In tech, social media company Snap reported a quarterly revenue of $1.13 billion, below expectations. That revenuerepresents year-over-year growth of just 6%. Average revenue per user, a key metric for the company, fell 11% to $3.11.“The mindset is quite gloomy w/stocks for sale pretty much everywhere. The culprit behind the negativity is earnings w/a slew of disappointments around the world,” wrote Adam Crisafulli of Vital Knowledge.Stocks are on a two-day losing streak, with the Dow shedding 90.22 points, or 0.3%, on Thursday. The S&P 500 and Nasdaq Composite were down 0.8% and and 0.6%, respectively.It was a day that started on better footing for the Dow, which was up nearly 400 points at session highs, but rising Treasury yields threw cold water on stocks. The 10-year Treasury yield is trading at levels not seen since 2008. On Friday, it traded around 4.29%.The major averages are still on track for a winning week, up more than 2% through Thursday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912631526,"gmtCreate":1664812131165,"gmtModify":1676537512585,"author":{"id":"3581684344799764","authorId":"3581684344799764","name":"Blueskyyy","avatar":"https://static.tigerbbs.com/0d6c322e00a96aaf8827cb1ac21ac63d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912631526","repostId":"1155119620","repostType":4,"repost":{"id":"1155119620","pubTimestamp":1664810520,"share":"https://www.laohu8.com/m/news/1155119620?lang=&edition=full","pubTime":"2022-10-03 23:22","market":"us","language":"en","title":"Apple: Hello Recession","url":"https://stock-news.laohu8.com/highlight/detail?id=1155119620","media":"Seeking Alpha","summary":"SummaryA friendly reminder that AAPL will be reporting its FQ4'22 earnings on 27 October 2022.It seems that this giant could not escape the dreary recession party, just in time for the upcoming Hallow","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>A friendly reminder that AAPL will be reporting its FQ4'22 earnings on 27 October 2022.</li><li>It seems that this giant could not escape the dreary recession party, just in time for the upcoming Halloween.</li><li>If the reports were indeed true, we might see the company report impacted earnings for H2'22.</li><li>That would put more downward pressure on the stock performance of the world's largest market cap company, which has been greatly see-sawing for the past year.</li><li>Tragic indeed, since we were more hopeful.</li></ul><p><b>Investment Thesis</b></p><p>Apple's (NASDAQ:AAPL) throne as the world's most valuable company seems a little shaky, with the onslaught of negative news thus far. The company had to cut itsiPhone14 production output by -6.66%, back to its original plan of 90M handsets, similar to previous releases. On one hand, we expect some of those headwinds to be well balanced by the robust demand for its premium models, compensating for the lost volume with higher margins. On the other hand, it is apparent that the rising inflation, record high oil/gas prices, China's economic slump (one of AAPL's best markets), and geopolitical issues in the EU are impacting consumers' discretionary spending, with the global smartphone market expected to deflate by -6.5% in 2022 to 1.27B units instead.</p><p>It remains to be seen if the Cupertino giant will suffer financially during this economic downturn, since the previous recession in 2008 had impacted AAPL's top and bottom lines growth to a certain extent. The company reported a notable YoY growth of 14.4% in revenues and 34.69% in net incomes for FY2009, compared to 52.5% and 75.07% in FY2009. The recessionary impacts were considerably mild then, since consumer discretionary spending remained relatively robust for the company.</p><p>Nonetheless, we are already starting to see some stock weaknesses. AAPL has continuously failed to break its resistance level at the $180s and, consequently, lost -22.10% of its value from its peak levels in March and August 2022. The S&P 500 Index had also plunged by -24.10% YTD, indicating peak market pessimism and fear levels. During the previous recession, both stocks had tanked, with AAPL reporting a -52.21% plunge and the S&P 500 a -43.37% plunge between August and December 2008.</p><p>However, all hope is not lost, since the September CPI released in early October may provide the potential catalyst for the stock market's recovery, due to the Fed's projected terminal rate of4.6% by 2023. This potentially indicates a 75 basis point hike in November, with January 2023 moderating with a 50 basis point hike. Therefore, we may speculatively assume that most of the pessimism is already baked in, barring an earnings miss ahead. We shall see.</p><p><b>Mr. Market Is Still Hopeful About This Last Frontier</b><img src=\"https://static.tigerbbs.com/6e6e5a1cae35b8931343e48558a302b0\" tg-width=\"640\" tg-height=\"353\" referrerpolicy=\"no-referrer\"/></p><p>S&P Capital IQ</p><p>For FQ4'22, AAPL is expected to report revenues of $88.74B and operating margins of 27.4%, representing an increase of 6.96% though a moderation of 0.4 percentage points QoQ, respectively. Otherwise, an increase of 6.45% and a decline of -1.1 percentage points YoY, respectively, with the latter attributed to the rising costs. It remains to be seen if AAPL will be able to achieve its previous guidance of accelerated sales and gross margins between 41.5% to 42.5% for FQ4'22.</p><p>In contrast, consensus estimates that AAPL will report net incomes of $20.37B and net income margins of 23% for the upcoming quarter, indicating certain headwinds to its profitability, with a minimal increase of 4.78% and a decline of -0.4 percentage points QoQ, respectively. Otherwise, a notable decline of -0.87% and -1.7 percentage points YoY, respectively. With an estimated EPS of $1.27 for FQ4'22, AAPL would be looking at a decent 5.83% QoQ and 2.07% YoY growth. It might just be enough to satisfy Mr. Market's highly pessimistic outlook, preserving its cult stock status ahead.</p><p><img src=\"https://static.tigerbbs.com/4647325ee184db498185ed216ae70003\" tg-width=\"640\" tg-height=\"354\" referrerpolicy=\"no-referrer\"/></p><p>S&P Capital IQ</p><p>Nonetheless, Mr. Market is cautiously confident about AAPL's projected cash flow, with a Free Cash Flow (FCF) generation of $21.89B and an FCF margin of 24.6% in FQ4'22. It indicated a decent improvement of 5.29% and -0.5 percentage points QoQ, respectively. Otherwise, massive YoY growth of 28.91% and 4.2 percentage points, respectively. AAPL's chances of success would be higher as well, assuming aggressive cost cuts across the board. We shall see, given the historical trend of elevated capital expenditures thus far, especially in FQ4s.</p><p><img src=\"https://static.tigerbbs.com/2272b2e2674db1028a34156cdb527164\" tg-width=\"640\" tg-height=\"354\" referrerpolicy=\"no-referrer\"/></p><p>S&P Capital IQ</p><p>Over the next four years, AAPL is expected to report revenue and net income growth at a CAGR of 5.19% and 2.98%, respectively. For now, Mr. Market remains somewhat positive, since these long-term projections and FY2022 estimates remain in line since our previous analysis in August, though slightly discounted by -2.9% since May 2022. Its upcoming earnings call will make or break AAPL's stock performance, as the EU enters its first winter without Russian gas and the Feds continue to fight against the rising inflation through 2023.</p><p>In the meantime, we encourage you to read our previous article on AAPL, which would help you better understand its position and market opportunities.</p><ul><li>Apple Vs. Meta: Battle Of The Mixed Reality</li><li>AnAppleA Day Keeps The Portfolio Healthy (And Potentially, Recession At Bay)</li><li>CanAppleBe The New Tesla - Smartphone On Wheels By 2025?</li></ul><p><b>So, Is AAPL Stock A Buy, Sell, Or Hold?AAPL 5Y EV/Revenue and P/E Valuations</b><img src=\"https://static.tigerbbs.com/a36ca45afe53753e7a5a6854436f2769\" tg-width=\"640\" tg-height=\"253\" referrerpolicy=\"no-referrer\"/></p><p>S&P Capital IQ</p><p>AAPL is currently trading at an EV/NTM Revenue of 5.81x and NTM P/E of 22.92x, higher than its 5Y mean of 4.63x and 21.94x, respectively. The stock is also trading at $142.84, down -21.91% from its 52 weeks high of $182.94, though at a premium of 10.69% from its 52 weeks low of $129.04. With a consensus estimate price target of $188.22, it is apparent that there is still a notable 32.10% upside from current prices</p><p><b>AAPL & SPY 5Y/1Y Stock Price</b></p><p><img src=\"https://static.tigerbbs.com/2c1e569f2277b0630924e459640a4bc9\" tg-width=\"640\" tg-height=\"167\" referrerpolicy=\"no-referrer\"/></p><p>S&P Capital IQ</p><p>Both stocks also have had a relatively interesting co-existing relationship in their performance thus far, naturally, since AAPL accounts for 7.1% of the S&P 500 Index weighting. While APPL obviously had better returns thus far for the past 5Y at 289.6% and 10Y at 597.4%, the S&P 500 has also fared comparatively decent with 57.4% and 204.2%, respectively. These numbers are impressive, given that many other stocks have been decimated thus far.</p><p>With the stocks trading below their 50 and 100-day moving averages, both look relatively attractive, considering the massive returns upon market recovery by Q1'23. Naturally, the market will always be full of pitfalls for anyone who tries to pitch the perfect timing, since there may still be some downsides from current levels. As a result, investors with higher risk tolerances may consider nibbling at these levels, fully understanding the great importance of AAPL through the next decade.</p><p>Otherwise, conservative investors (like myself) will be waiting for more clarity from its upcoming earnings call, since the whole market seems to be heading for destruction one way or another. With little catalyst for short-term recovery, the AAPL stock will be testing the June lows of $130s over the next week or so. If that support level is breached, my oh my, we are in for a catastrophic rollercoaster ride indeed. Good luck all.</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>Apple: Hello Recession</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\">\nApple: Hello Recession\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-03 23:22 GMT+8 <a href=https://seekingalpha.com/article/4543980-apple-hello-recession><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryA friendly reminder that AAPL will be reporting its FQ4'22 earnings on 27 October 2022.It seems that this giant could not escape the dreary recession party, just in time for the upcoming ...</p>\n\n<a href=\"https://seekingalpha.com/article/4543980-apple-hello-recession\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4543980-apple-hello-recession","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155119620","content_text":"SummaryA friendly reminder that AAPL will be reporting its FQ4'22 earnings on 27 October 2022.It seems that this giant could not escape the dreary recession party, just in time for the upcoming Halloween.If the reports were indeed true, we might see the company report impacted earnings for H2'22.That would put more downward pressure on the stock performance of the world's largest market cap company, which has been greatly see-sawing for the past year.Tragic indeed, since we were more hopeful.Investment ThesisApple's (NASDAQ:AAPL) throne as the world's most valuable company seems a little shaky, with the onslaught of negative news thus far. The company had to cut itsiPhone14 production output by -6.66%, back to its original plan of 90M handsets, similar to previous releases. On one hand, we expect some of those headwinds to be well balanced by the robust demand for its premium models, compensating for the lost volume with higher margins. On the other hand, it is apparent that the rising inflation, record high oil/gas prices, China's economic slump (one of AAPL's best markets), and geopolitical issues in the EU are impacting consumers' discretionary spending, with the global smartphone market expected to deflate by -6.5% in 2022 to 1.27B units instead.It remains to be seen if the Cupertino giant will suffer financially during this economic downturn, since the previous recession in 2008 had impacted AAPL's top and bottom lines growth to a certain extent. The company reported a notable YoY growth of 14.4% in revenues and 34.69% in net incomes for FY2009, compared to 52.5% and 75.07% in FY2009. The recessionary impacts were considerably mild then, since consumer discretionary spending remained relatively robust for the company.Nonetheless, we are already starting to see some stock weaknesses. AAPL has continuously failed to break its resistance level at the $180s and, consequently, lost -22.10% of its value from its peak levels in March and August 2022. The S&P 500 Index had also plunged by -24.10% YTD, indicating peak market pessimism and fear levels. During the previous recession, both stocks had tanked, with AAPL reporting a -52.21% plunge and the S&P 500 a -43.37% plunge between August and December 2008.However, all hope is not lost, since the September CPI released in early October may provide the potential catalyst for the stock market's recovery, due to the Fed's projected terminal rate of4.6% by 2023. This potentially indicates a 75 basis point hike in November, with January 2023 moderating with a 50 basis point hike. Therefore, we may speculatively assume that most of the pessimism is already baked in, barring an earnings miss ahead. We shall see.Mr. Market Is Still Hopeful About This Last FrontierS&P Capital IQFor FQ4'22, AAPL is expected to report revenues of $88.74B and operating margins of 27.4%, representing an increase of 6.96% though a moderation of 0.4 percentage points QoQ, respectively. Otherwise, an increase of 6.45% and a decline of -1.1 percentage points YoY, respectively, with the latter attributed to the rising costs. It remains to be seen if AAPL will be able to achieve its previous guidance of accelerated sales and gross margins between 41.5% to 42.5% for FQ4'22.In contrast, consensus estimates that AAPL will report net incomes of $20.37B and net income margins of 23% for the upcoming quarter, indicating certain headwinds to its profitability, with a minimal increase of 4.78% and a decline of -0.4 percentage points QoQ, respectively. Otherwise, a notable decline of -0.87% and -1.7 percentage points YoY, respectively. With an estimated EPS of $1.27 for FQ4'22, AAPL would be looking at a decent 5.83% QoQ and 2.07% YoY growth. It might just be enough to satisfy Mr. Market's highly pessimistic outlook, preserving its cult stock status ahead.S&P Capital IQNonetheless, Mr. Market is cautiously confident about AAPL's projected cash flow, with a Free Cash Flow (FCF) generation of $21.89B and an FCF margin of 24.6% in FQ4'22. It indicated a decent improvement of 5.29% and -0.5 percentage points QoQ, respectively. Otherwise, massive YoY growth of 28.91% and 4.2 percentage points, respectively. AAPL's chances of success would be higher as well, assuming aggressive cost cuts across the board. We shall see, given the historical trend of elevated capital expenditures thus far, especially in FQ4s.S&P Capital IQOver the next four years, AAPL is expected to report revenue and net income growth at a CAGR of 5.19% and 2.98%, respectively. For now, Mr. Market remains somewhat positive, since these long-term projections and FY2022 estimates remain in line since our previous analysis in August, though slightly discounted by -2.9% since May 2022. Its upcoming earnings call will make or break AAPL's stock performance, as the EU enters its first winter without Russian gas and the Feds continue to fight against the rising inflation through 2023.In the meantime, we encourage you to read our previous article on AAPL, which would help you better understand its position and market opportunities.Apple Vs. Meta: Battle Of The Mixed RealityAnAppleA Day Keeps The Portfolio Healthy (And Potentially, Recession At Bay)CanAppleBe The New Tesla - Smartphone On Wheels By 2025?So, Is AAPL Stock A Buy, Sell, Or Hold?AAPL 5Y EV/Revenue and P/E ValuationsS&P Capital IQAAPL is currently trading at an EV/NTM Revenue of 5.81x and NTM P/E of 22.92x, higher than its 5Y mean of 4.63x and 21.94x, respectively. The stock is also trading at $142.84, down -21.91% from its 52 weeks high of $182.94, though at a premium of 10.69% from its 52 weeks low of $129.04. With a consensus estimate price target of $188.22, it is apparent that there is still a notable 32.10% upside from current pricesAAPL & SPY 5Y/1Y Stock PriceS&P Capital IQBoth stocks also have had a relatively interesting co-existing relationship in their performance thus far, naturally, since AAPL accounts for 7.1% of the S&P 500 Index weighting. While APPL obviously had better returns thus far for the past 5Y at 289.6% and 10Y at 597.4%, the S&P 500 has also fared comparatively decent with 57.4% and 204.2%, respectively. These numbers are impressive, given that many other stocks have been decimated thus far.With the stocks trading below their 50 and 100-day moving averages, both look relatively attractive, considering the massive returns upon market recovery by Q1'23. Naturally, the market will always be full of pitfalls for anyone who tries to pitch the perfect timing, since there may still be some downsides from current levels. As a result, investors with higher risk tolerances may consider nibbling at these levels, fully understanding the great importance of AAPL through the next decade.Otherwise, conservative investors (like myself) will be waiting for more clarity from its upcoming earnings call, since the whole market seems to be heading for destruction one way or another. With little catalyst for short-term recovery, the AAPL stock will be testing the June lows of $130s over the next week or so. If that support level is breached, my oh my, we are in for a catastrophic rollercoaster ride indeed. Good luck all.","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934911592,"gmtCreate":1663172502416,"gmtModify":1676537219958,"author":{"id":"3581684344799764","authorId":"3581684344799764","name":"Blueskyyy","avatar":"https://static.tigerbbs.com/0d6c322e00a96aaf8827cb1ac21ac63d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>Up and away","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>Up and away","text":"$Tesla Motors(TSLA)$Up and away","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9934911592","isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813814689,"gmtCreate":1630169815641,"gmtModify":1676530237598,"author":{"id":"3581684344799764","authorId":"3581684344799764","name":"Blueskyyy","avatar":"https://static.tigerbbs.com/0d6c322e00a96aaf8827cb1ac21ac63d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice on","listText":"Nice on","text":"Nice on","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/813814689","repostId":"2162907389","repostType":4,"repost":{"id":"2162907389","pubTimestamp":1630108800,"share":"https://www.laohu8.com/m/news/2162907389?lang=&edition=full","pubTime":"2021-08-28 08:00","market":"us","language":"en","title":"Salesforce rival Freshworks reveals revenue surge in IPO filing","url":"https://stock-news.laohu8.com/highlight/detail?id=2162907389","media":"StreetInsider","summary":"(Reuters) -Business and customer engagement software company Freshworks Inc on Friday made public it","content":"<p>(Reuters) -Business and customer engagement software company Freshworks Inc on Friday made public its filing for an initial public offering in the United States, reporting a nearly 53% surge in revenue as more customers signed up for its services. The <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com Inc rival revealed it had earned $168.9 million in revenue for the six months ended June 30 this year in a regulatory filing, up from $110.5 million in the same period last year. </p>\n<p>Net loss came in at $9.8 million for the same period, down nearly 83% from a year earlier. Freshworks has not yet set the terms for its offering, but Reuters reported in April it could aim for a valuation of up to $10 billion. </p>\n<p>San Mateo, California-based Freshworks joins a wave of listings from the software and technology sector, most of which have been welcomed by investors who see room for growth even after the pandemic, as more companies embracing hybrid work drive up demand for such products. </p>\n<p>Launched in 2010 as Freshdesk from the Indian city of Chennai by Girish Mathrubootham and Shan Krishnasamy, Freshworks raised its first round of funds in 2011, the same year it bagged its first customer - the Atwell College in Australia. </p>\n<p>Backed by investors including Sequoia Capital and Tiger Global Management, Freshworks has a suite of products that help business with customer management, like a messaging platform, an artificial-intelligence powered chatbot for customer support and call center solutions that promise shorter wait times. </p>\n<p>It also allows for automation of routine, repetitive tasks and managing of various HR functions like hiring, onboarding and tracking employee data. </p>\n<p>Freshworks said its technology is used by more than 50,000 companies, including Delivery Hero SE, Swedish payments firm Klarna, Cisco Systems and General Electric Co. </p>\n<p>Freshworks plans to list on the Nasdaq under the symbol \"FRSH\". <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>, J.P. Morgan and BofA Securities are the lead underwriters for the offering.</p>","source":"highlight_streetinsider","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>Salesforce rival Freshworks reveals revenue surge in IPO filing</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\">\nSalesforce rival Freshworks reveals revenue surge in IPO filing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-28 08:00 GMT+8 <a href=https://www.streetinsider.com/dr/news.php?id=18877931><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) -Business and customer engagement software company Freshworks Inc on Friday made public its filing for an initial public offering in the United States, reporting a nearly 53% surge in ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18877931\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRM":"赛富时","FRSH":"Freshworks"},"source_url":"https://www.streetinsider.com/dr/news.php?id=18877931","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162907389","content_text":"(Reuters) -Business and customer engagement software company Freshworks Inc on Friday made public its filing for an initial public offering in the United States, reporting a nearly 53% surge in revenue as more customers signed up for its services. The Salesforce.com Inc rival revealed it had earned $168.9 million in revenue for the six months ended June 30 this year in a regulatory filing, up from $110.5 million in the same period last year. \nNet loss came in at $9.8 million for the same period, down nearly 83% from a year earlier. Freshworks has not yet set the terms for its offering, but Reuters reported in April it could aim for a valuation of up to $10 billion. \nSan Mateo, California-based Freshworks joins a wave of listings from the software and technology sector, most of which have been welcomed by investors who see room for growth even after the pandemic, as more companies embracing hybrid work drive up demand for such products. \nLaunched in 2010 as Freshdesk from the Indian city of Chennai by Girish Mathrubootham and Shan Krishnasamy, Freshworks raised its first round of funds in 2011, the same year it bagged its first customer - the Atwell College in Australia. \nBacked by investors including Sequoia Capital and Tiger Global Management, Freshworks has a suite of products that help business with customer management, like a messaging platform, an artificial-intelligence powered chatbot for customer support and call center solutions that promise shorter wait times. \nIt also allows for automation of routine, repetitive tasks and managing of various HR functions like hiring, onboarding and tracking employee data. \nFreshworks said its technology is used by more than 50,000 companies, including Delivery Hero SE, Swedish payments firm Klarna, Cisco Systems and General Electric Co. \nFreshworks plans to list on the Nasdaq under the symbol \"FRSH\". Morgan Stanley, J.P. Morgan and BofA Securities are the lead underwriters for the offering.","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989348689,"gmtCreate":1665923913941,"gmtModify":1676537679817,"author":{"id":"3581684344799764","authorId":"3581684344799764","name":"Blueskyyy","avatar":"https://static.tigerbbs.com/0d6c322e00a96aaf8827cb1ac21ac63d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a><v-v data-views=\"1\"></v-v>Up","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a><v-v data-views=\"1\"></v-v>Up","text":"$Sea Ltd(SE)$Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9989348689","isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913445973,"gmtCreate":1664065515692,"gmtModify":1676537384162,"author":{"id":"3581684344799764","authorId":"3581684344799764","name":"Blueskyyy","avatar":"https://static.tigerbbs.com/0d6c322e00a96aaf8827cb1ac21ac63d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913445973","repostId":"1191965677","repostType":4,"repost":{"id":"1191965677","pubTimestamp":1663982011,"share":"https://www.laohu8.com/m/news/1191965677?lang=&edition=full","pubTime":"2022-09-24 09:13","market":"us","language":"en","title":"Why Are Oil Stocks XOM, OXY, DVN Down Friday? ","url":"https://stock-news.laohu8.com/highlight/detail?id=1191965677","media":"InvestorPlace","summary":"There are three main reasons to answer the question: \"Why are oil stocks down today?\"Oil is under pr","content":"<html><head></head><body><ul><li>There are three main reasons to answer the question: "Why are oil stocks down today?"</li><li>Oil is under pressure due to global recession fears and a rising U.S. dollar -- both of which are bad for energy stocks.</li><li>Lastly, the S&P 500 is under significant pressure on Friday as it nears the 2022 lows, and energy stocks are being dragged down with it.</li></ul><p>Why are oil stocks down today? Well, it surely doesn’t help that the S&P 500 is down more than 2% so far in Friday’s session and that crude oil prices are down almost 6%. That impact is being felt across the energy space today and this week.</p><p>For instance, the <a href=\"https://laohu8.com/S/XLE\">Energy Select Sector SPDR ETF</a> is down 7% on the day. That’s on track for its worst one-day loss since May 9, when it fell 8.4%, and is now down 10.3% for the week. Further, the SPDR S&P Oil & Gas Exploration & Production ETF (NYSEARCA:XOP) is down 8.4% on the day.</p><p>Specifically, <a href=\"https://laohu8.com/S/XOM\">Exxon Mobil</a> is down 5.7% on Friday and is 19.6% off its high. With a $356 billion market capitalization, Exxon is the largest energy company in the U.S.</p><p>Warren Buffett favorite <a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a> is down more than 5% today and almost 9% for the week. It’s hitting its lowest level since Aug. 9. Lastly, Devon Energy (NYSE:DVN) is down almost 10% on the day and more than 15% this week.</p><p>However, to answer the question: “Why are oil stocks down today?” We have a somewhat complex answer.</p><h3>So Why Are Oil Stocks Down Today? Three Reasons</h3><p>We’ve gone from worrying about an energy supply shortage to worrying about a demand drop due to a global recession.</p><p>With fears of a recession in the back of everyone’s mind, oil prices are the lowest they’ve been since January. WTI crude hasn’t traded below $80 since Jan. 11 and earlier today, it marked a session low of $78.04.</p><p>Oil prices topped out at $130.50 in early March. At current prices, oil is down more than $52 a barrel, or a whopping 40%.</p><p>On top of falling energy prices, the surging U.S. dollar is acting as a headwind — both for oil prices and stocks. As the Federal Reserve continues to raise interest rates, the dollar continues to strengthen. A strong dollar is a negative for commodities and that can be seen today as oil, natural gas, copper, gold and other assets sink.</p><p>For what it’s worth, the dollar index is hitting its highest levels in 20 years.</p><p>So in essence, it’s more than just a supply imbalance or lack of demand. It’s worries over the global economy and the rising dollar that are sinking oil and energy prices. And if that weren’t enough, lastly, we have the fall in equities prices. The S&P 500 is within 1% of its 2022 low, as the bear market growls and is not sparing any sector at the moment.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Are Oil Stocks XOM, OXY, DVN Down Friday? </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Are Oil Stocks XOM, OXY, DVN Down Friday? \n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-24 09:13 GMT+8 <a href=https://investorplace.com/2022/09/why-are-oil-stocks-xom-oxy-dvn-down-today/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There are three main reasons to answer the question: \"Why are oil stocks down today?\"Oil is under pressure due to global recession fears and a rising U.S. dollar -- both of which are bad for energy ...</p>\n\n<a href=\"https://investorplace.com/2022/09/why-are-oil-stocks-xom-oxy-dvn-down-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OXY":"西方石油","XOM":"埃克森美孚","DVN":"德文能源"},"source_url":"https://investorplace.com/2022/09/why-are-oil-stocks-xom-oxy-dvn-down-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191965677","content_text":"There are three main reasons to answer the question: \"Why are oil stocks down today?\"Oil is under pressure due to global recession fears and a rising U.S. dollar -- both of which are bad for energy stocks.Lastly, the S&P 500 is under significant pressure on Friday as it nears the 2022 lows, and energy stocks are being dragged down with it.Why are oil stocks down today? Well, it surely doesn’t help that the S&P 500 is down more than 2% so far in Friday’s session and that crude oil prices are down almost 6%. That impact is being felt across the energy space today and this week.For instance, the Energy Select Sector SPDR ETF is down 7% on the day. That’s on track for its worst one-day loss since May 9, when it fell 8.4%, and is now down 10.3% for the week. Further, the SPDR S&P Oil & Gas Exploration & Production ETF (NYSEARCA:XOP) is down 8.4% on the day.Specifically, Exxon Mobil is down 5.7% on Friday and is 19.6% off its high. With a $356 billion market capitalization, Exxon is the largest energy company in the U.S.Warren Buffett favorite Occidental Petroleum is down more than 5% today and almost 9% for the week. It’s hitting its lowest level since Aug. 9. Lastly, Devon Energy (NYSE:DVN) is down almost 10% on the day and more than 15% this week.However, to answer the question: “Why are oil stocks down today?” We have a somewhat complex answer.So Why Are Oil Stocks Down Today? Three ReasonsWe’ve gone from worrying about an energy supply shortage to worrying about a demand drop due to a global recession.With fears of a recession in the back of everyone’s mind, oil prices are the lowest they’ve been since January. WTI crude hasn’t traded below $80 since Jan. 11 and earlier today, it marked a session low of $78.04.Oil prices topped out at $130.50 in early March. At current prices, oil is down more than $52 a barrel, or a whopping 40%.On top of falling energy prices, the surging U.S. dollar is acting as a headwind — both for oil prices and stocks. As the Federal Reserve continues to raise interest rates, the dollar continues to strengthen. A strong dollar is a negative for commodities and that can be seen today as oil, natural gas, copper, gold and other assets sink.For what it’s worth, the dollar index is hitting its highest levels in 20 years.So in essence, it’s more than just a supply imbalance or lack of demand. It’s worries over the global economy and the rising dollar that are sinking oil and energy prices. And if that weren’t enough, lastly, we have the fall in equities prices. The S&P 500 is within 1% of its 2022 low, as the bear market growls and is not sparing any sector at the moment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913219228,"gmtCreate":1663989307564,"gmtModify":1676537376398,"author":{"id":"3581684344799764","authorId":"3581684344799764","name":"Blueskyyy","avatar":"https://static.tigerbbs.com/0d6c322e00a96aaf8827cb1ac21ac63d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$</a><v-v data-views=\"1\"></v-v>Mickey is the way","listText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$</a><v-v data-views=\"1\"></v-v>Mickey is the way","text":"$Walt Disney(DIS)$Mickey is the way","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9913219228","isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081308500,"gmtCreate":1650190672041,"gmtModify":1676534666191,"author":{"id":"3581684344799764","authorId":"3581684344799764","name":"Blueskyyy","avatar":"https://static.tigerbbs.com/0d6c322e00a96aaf8827cb1ac21ac63d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FSLY\">$Fastly, Inc.(FSLY)$</a>Oh no","listText":"<a href=\"https://ttm.financial/S/FSLY\">$Fastly, Inc.(FSLY)$</a>Oh no","text":"$Fastly, Inc.(FSLY)$Oh no","images":[{"img":"https://community-static.tradeup.com/news/97f42b72ff4f60fbd82b741a49f4bfd2","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081308500","isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9922578814,"gmtCreate":1671810577538,"gmtModify":1676538597747,"author":{"id":"3581684344799764","authorId":"3581684344799764","name":"Blueskyyy","avatar":"https://static.tigerbbs.com/0d6c322e00a96aaf8827cb1ac21ac63d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Oh cool","listText":"Oh cool","text":"Oh cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922578814","isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920301530,"gmtCreate":1670427179821,"gmtModify":1676538365901,"author":{"id":"3581684344799764","authorId":"3581684344799764","name":"Blueskyyy","avatar":"https://static.tigerbbs.com/0d6c322e00a96aaf8827cb1ac21ac63d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Acing so much fun ","listText":"Acing so much fun ","text":"Acing so much fun","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920301530","isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981815108,"gmtCreate":1666457684805,"gmtModify":1676537758037,"author":{"id":"3581684344799764","authorId":"3581684344799764","name":"Blueskyyy","avatar":"https://static.tigerbbs.com/0d6c322e00a96aaf8827cb1ac21ac63d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a><v-v data-views=\"1\"></v-v>Hmm","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a><v-v data-views=\"1\"></v-v>Hmm","text":"$Sea Ltd(SE)$Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9981815108","isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983890836,"gmtCreate":1666197249826,"gmtModify":1676537721458,"author":{"id":"3581684344799764","authorId":"3581684344799764","name":"Blueskyyy","avatar":"https://static.tigerbbs.com/0d6c322e00a96aaf8827cb1ac21ac63d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9983890836","repostId":"1134906255","repostType":4,"repost":{"id":"1134906255","pubTimestamp":1666182977,"share":"https://www.laohu8.com/m/news/1134906255?lang=&edition=full","pubTime":"2022-10-19 20:36","market":"us","language":"en","title":"Nestlé to Acquire Seattle’s Best Coffee Brand From Starbucks","url":"https://stock-news.laohu8.com/highlight/detail?id=1134906255","media":"the wall street journal","summary":"Nestlé SA said it has agreed to acquire the Seattle’s Best Coffee brand fromStarbucksCorp., bolsteri","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/8cf9d225982ec72fd52e6c262af390fe\" tg-width=\"860\" tg-height=\"573\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Nestlé SA said it has agreed to acquire the Seattle’s Best Coffee brand fromStarbucksCorp., bolstering the Nescafe and Nespresso owner’s coffee business in the U.S.</p><p>The world’s largest packaged-food maker said Wednesday that the acquisition of the brand, which sells a range of packaged coffee in grocery stores as well as in locations such as workplaces, universities and hotels, would add depth to its North American portfolio. Nestlé didn’t disclose the terms of the deal.</p><p>News of the acquisition came as Nestlé lifted its full-year sales guidance afterhigher selling prices boosted its performancein the first nine months of 2022.</p><p>Coffee has been one of Nestlé’sbest-performing categoriesin recent years. The company’s coffee products benefited from consumers drinking more brews at home during the pandemic and demand has remained high, partly helped by people continuing to work from home.</p><p>Even before the Covid-19 pandemic, Nestlé had identified coffee as a priority in its overhaul of its portfolio to focus on categories it believed had the strongest growth potential. In one of its biggest moves, Nestlé in 2018 agreed to pay Starbucks more than$7 billion for the rights to sellthe Seattle chain’s packaged coffee in grocery and other retail stores. The Swiss company has also invested in smaller brands such as Blue Bottle Coffee and Chameleon Cold-Brew.</p><p>For Starbucks, the sale of Seattle’s Best comes as the company looks to focus more on its stores. Last month, Interim Chief ExecutiveHoward Schultzoutlineda wide-ranging revamp of the coffee chain, ranging from cafe upgrades to expanded employee benefits.</p><p>Nestlé also reported on Wednesday a surge in sales for the first nine months of the year, driven by higher selling prices for its products, which also include KitKat chocolate and Perrier water.</p><p>The company said organic sales growth was 8.5% in the period, consisting of price increases of 7.5% and a 1% rise in volumes. Price increases were particularly steep in North America, up 11.1%.</p><p>Overall sales for the first nine months of the year rose 9.2% to 69.13 billion Swiss francs, equivalent to about $69.53 billion.</p><p>Companies across the consumer products industry are grappling with how much to increase prices by to offset higher costs for ingredients, transport and labor, while avoiding alienating consumers alsostruggling with high levels of inflation.</p><p>Nestlé’s sales figures suggest shoppers are mostly willing to pay up for its brands. The company said its performance was such that it now expects full-year sales growth to be about 8%, an increase on its previously forecast range of between 7% and 8%. It said it expects its underlying trading operating profit margin at around 17%.</p><p>So far this year, Nestlé said, its Purina PetCare range was the largest contributor to organic growth. The company also called out coffee as a top performing category, with sales growing at a high single-digit rate boosted by Nescafe, Starbucks and Nespresso products.</p></body></html>","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nestlé to Acquire Seattle’s Best Coffee Brand From Starbucks</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\">\nNestlé to Acquire Seattle’s Best Coffee Brand From Starbucks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-19 20:36 GMT+8 <a href=https://www.wsj.com/articles/nestle-to-acquire-seattles-best-coffee-brand-from-starbucks-11666171918?mod=hp_lista_pos5><strong>the wall street journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nestlé SA said it has agreed to acquire the Seattle’s Best Coffee brand fromStarbucksCorp., bolstering the Nescafe and Nespresso owner’s coffee business in the U.S.The world’s largest packaged-food ...</p>\n\n<a href=\"https://www.wsj.com/articles/nestle-to-acquire-seattles-best-coffee-brand-from-starbucks-11666171918?mod=hp_lista_pos5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SBUX":"星巴克","NSRGY":"雀巢"},"source_url":"https://www.wsj.com/articles/nestle-to-acquire-seattles-best-coffee-brand-from-starbucks-11666171918?mod=hp_lista_pos5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134906255","content_text":"Nestlé SA said it has agreed to acquire the Seattle’s Best Coffee brand fromStarbucksCorp., bolstering the Nescafe and Nespresso owner’s coffee business in the U.S.The world’s largest packaged-food maker said Wednesday that the acquisition of the brand, which sells a range of packaged coffee in grocery stores as well as in locations such as workplaces, universities and hotels, would add depth to its North American portfolio. Nestlé didn’t disclose the terms of the deal.News of the acquisition came as Nestlé lifted its full-year sales guidance afterhigher selling prices boosted its performancein the first nine months of 2022.Coffee has been one of Nestlé’sbest-performing categoriesin recent years. The company’s coffee products benefited from consumers drinking more brews at home during the pandemic and demand has remained high, partly helped by people continuing to work from home.Even before the Covid-19 pandemic, Nestlé had identified coffee as a priority in its overhaul of its portfolio to focus on categories it believed had the strongest growth potential. In one of its biggest moves, Nestlé in 2018 agreed to pay Starbucks more than$7 billion for the rights to sellthe Seattle chain’s packaged coffee in grocery and other retail stores. The Swiss company has also invested in smaller brands such as Blue Bottle Coffee and Chameleon Cold-Brew.For Starbucks, the sale of Seattle’s Best comes as the company looks to focus more on its stores. Last month, Interim Chief ExecutiveHoward Schultzoutlineda wide-ranging revamp of the coffee chain, ranging from cafe upgrades to expanded employee benefits.Nestlé also reported on Wednesday a surge in sales for the first nine months of the year, driven by higher selling prices for its products, which also include KitKat chocolate and Perrier water.The company said organic sales growth was 8.5% in the period, consisting of price increases of 7.5% and a 1% rise in volumes. Price increases were particularly steep in North America, up 11.1%.Overall sales for the first nine months of the year rose 9.2% to 69.13 billion Swiss francs, equivalent to about $69.53 billion.Companies across the consumer products industry are grappling with how much to increase prices by to offset higher costs for ingredients, transport and labor, while avoiding alienating consumers alsostruggling with high levels of inflation.Nestlé’s sales figures suggest shoppers are mostly willing to pay up for its brands. The company said its performance was such that it now expects full-year sales growth to be about 8%, an increase on its previously forecast range of between 7% and 8%. It said it expects its underlying trading operating profit margin at around 17%.So far this year, Nestlé said, its Purina PetCare range was the largest contributor to organic growth. The company also called out coffee as a top performing category, with sales growing at a high single-digit rate boosted by Nescafe, Starbucks and Nespresso products.","news_type":1},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980510281,"gmtCreate":1665762591143,"gmtModify":1676537661770,"author":{"id":"3581684344799764","authorId":"3581684344799764","name":"Blueskyyy","avatar":"https://static.tigerbbs.com/0d6c322e00a96aaf8827cb1ac21ac63d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980510281","repostId":"1150944805","repostType":4,"repost":{"id":"1150944805","pubTimestamp":1665760924,"share":"https://www.laohu8.com/m/news/1150944805?lang=&edition=full","pubTime":"2022-10-14 23:22","market":"us","language":"en","title":"Palantir: Karp Bets Heavy On Apollo","url":"https://stock-news.laohu8.com/highlight/detail?id=1150944805","media":"Seeking Alpha","summary":"SummaryThe market underestimates the ability of Palantir’s Apollo to create additional shareholder v","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The market underestimates the ability of Palantir’s Apollo to create additional shareholder value in the long run.</li><li>As organizations become more complex, the need for autonomous software deployment is going to increase, creating a monetary opportunity for Palantir thanks to its expertise in developing AI-based solutions.</li><li>This article highlights the untapped opportunities that Palantir is about to materialize, which in the end could lead to an appreciation of its share price in the foreseeable future.</li></ul><p>As corporations and institutions continue to grow in size, and at the same time begin to adapt to the new reality in which capital becomes scarce while the geopolitical uncertainties create new possibilities for additional supply chain disruptions, it becomes crucial for them to ensure that their software runs uninterrupted and is constantly up to date. While the migration of their data into the cloud in recent years helped them to digitize their processes and scale their operations, the changing environment now forces them to look for solutions that would make sure that their businesses could weather any upcoming challenges with relative ease.</p><p>That's where Palantir Technologies Inc.'s (NYSE: PLTR) Apollo comes into play. As a standalone product, Apollo is able to autonomously deploy custom-made software and security updates to various environments of different organizations in real time, which ensures the safety and continuous operation of critical systems of Palantir's clients. Thanks to this, Apollo could be considered a one-of-a-kind solution for big organizations that rely on the continuous deployment of software and security updates to run their global operations in challenging environments. As a result, there's a real possibility that as the total addressable market for such a solution increases with each year, Palantir would be able to continue to expand its business even in the current turbulent environment, which could lead to the appreciation of its shares in the long run.</p><p><b>The Power of Apollo</b></p><p>A lot of the discussions about Palantir focus on highlighting the advantages of the company's two major platforms Gotham and Foundry, which could are considered to be operating systems for governmental organizations and commercial enterprises that are used for data integration and big data analytics. While both of those platforms have been major drivers of growth for Palantir's business in recent years, and I have extensively covered them in my other articles in the last few months, Apollo has been considered a silent third platform of the company that wasn't discussed as much as the others. However, there's a possibility that this could change soon, as Apollo has all the chances to scale Palantir's business in the foreseeable future and help it to accelerate the onboarding of new clients.</p><p>To understand what Apollo really is it's better to take a look at how Palantir describes itself. In its latest 10-Qreport, Palantir stated the following:</p><blockquote>Apollo is a cloud-agnostic, single control layer that coordinates ongoing delivery of new features, security updates, and platform configurations, helping to ensure the continuous operation of critical systems.</blockquote><p>At first, Palantir built Apollo for in-house use to help the company to speed up the process of integrating Gotham and Foundry into the organizations of its new clients. As an automated platform for continuous deployment, Apollo evolved to become a standalone product in 2021 and is now able to be used within third-party platforms to provide updates for custom-built software solutions in virtually any environment. As a result, Apollo gives Palantir the ability to substantially increase the number of new clients, as it could successfully deploy custom-built updates with relative ease.</p><p>That's why in his letter to shareholders, Palantir's CEO Alex Karp has been stressing the importance of Apollo for Palantir and how it could be as important for the business as Gotham and Foundry are by saying the following:</p><blockquote>We believe that the demand from large enterprises for a software delivery and maintenance solution that is platform agnostic will be as significant as the demand for the underlying data integration and analytical capabilities themselves.</blockquote><p>One of the biggest advantages of Apollo is that it replaces the need for its potential customers to build in-house continuous integration/continuous delivery (CI/CD) capabilities. Instead, the potential customers are able to focus on developing the software itself and then outsource the deployment of that software to Palantir without increasing their headcount whatsoever.</p><p>What's also important to mention is that Palantir recently received an impact level 6 accreditation from the Department of Defense, which makes it possible for government contractors to use the company's solutions to store, share and interact with data of the highest level of authorization. Therefore, Palantir is only one of the few companies along with Microsoft Corporation (MSFT) and Amazon.com (AMZN) with the highest clearance level in the world, which gives its platforms, and Apollo in particular advantage against other platforms offered by different businesses in the DevOps and CI/CD space.</p><p>What we also know is that Apollo has already been able to deploy software and security updates in over 500 independently-released microservices across over 300 different environments. At the same time, there's also a possibility that those numbers are gradually increasing with each quarter, as Palantir continues to aggressively sign new customers and at the end of Q2 its customer count increased to 304, up from 169 a year ago.</p><p><b>What's Next?</b></p><p>Considering the capabilities of Apollo, the two major questions that investors could have in mind are how much revenue the platform is generating and what is its total addressable market. The first question is hard to answer because Palantir doesn't disclose the exact amount of revenue that each platform generates. However, we do know that aggressive growth in new customers occurred after Apollo has been released as a standalone product in 2021. At the same time, the fact that Palantir's CEO Alex Karp is saying that the demand for a software delivery and maintenance solution will be the same as the demand for a data integration platform could lead us to the conclusion that Apollo is going to have a greater impact on the business in the future.</p><p>As for the second question, we do know that Apollo is mostly a deployment solution for organizations that conduct their operations in the cloud. However, Apollo's main advantage is that in essence, it's a cloud-agnostic solution, and as a result, it can deploy software and security updates to entirely different environments that operate within multiple cloud platforms with relative ease. That's why Apollo could be considered a supercloud solution. Wikibondescribessuperclouds as follows:</p><blockquote>Supercloud describes an architecture that taps the underlying services & primitives of hyperscale and other clouds to deliver additional value above and beyond what's available from a single public cloud provider. A supercloud delivers capabilities through software, consumed as services, and must span multiple cloud platforms, inclusive of on-prem clouds and edge installations.</blockquote><p>Considering that with each year the number of cloud vendors and cloud platforms increases and the overall cloud computing market is expected to grow at a CAGR of 17.43% by the end of the decade and be worth $1.6 trillion, it's safe to assume that the demand for a supercloud solution such as Apollo is also going to increase. As a result, there's a high possibility that Alex Karp would be right in his belief that there could be a significant demand for a solution such as Apollo in the future.</p><p>That's why I decided to slightly update my DCF model. In September, my DCF model showed that Palantir's fair value is $10.03 per share, which represents an upside of ~25% from the current levels. That model assumed that Palantir's top line would grow at 23.5% in FY22 and at 25% Y/Y in the following years, below the management's initial forecast of annual growth of 30% Y/Y through 2025. That model could be considered as a base-case scenario under which Palantir is still undervalued.</p><p>However, if Apollo manages to help Palantir aggressively scale its business in the future, then it makes sense to create an additional optimistic scenario under which the company grows at a greater rate. That's why in this new model the revenue is forecasted to increase by 23.5% Y/Y, while in the following years the top-line growth increases to the management's initial forecasts of an annual growth rate of 30%. All the other metrics remain the same as in the previous model where WACC is 8%, while the terminal growth rate is 3%.</p><p><img src=\"https://static.tigerbbs.com/e8945e8f8c5e950fd0f599af5911d429\" tg-width=\"894\" tg-height=\"458\" referrerpolicy=\"no-referrer\"/></p><p>Palantir's DCF Model (Historical Data: Seeking Alpha, Assumptions: Author)</p><p>According to this more optimistic model, Palantir's enterprise value appears to be $22.6 billion, while its implied share price is $12.08 per share, which represents an upside of ~50% from the current market price and creates a buying opportunity for long-term investors.</p><p><img src=\"https://static.tigerbbs.com/75359c541640018716a7c4979077aa4c\" tg-width=\"693\" tg-height=\"155\" referrerpolicy=\"no-referrer\"/></p><p>Palantir's DCF Model (Historical Data: Seeking Alpha, Assumptions: Author)</p><p><b>Risks</b></p><p>One of the downsides of Palantir is its high level of secrecy. Due to working with governmental agencies, the company can't disclose various contracts and relationships that it has with its clients. As a result, we don't know exactly how much revenue the company generates from each client. However, what's worse is that the company has also been actively investing in various SPACs last year. As a large portion of SPACs depreciated since the beginning of this year due to the worsening macroeconomic environment, there's a risk that Palantir could generate greater than expected losses from them in the foreseeable future. Even though the company closed its SPAC program earlier this year, the lack of transparency prevents investors from knowing how much the investments that were made in 2021 generated returns or lost capital, which could lead to weaker performance of the overall business than previously expected.</p><p>The other problem of Palantir is that as a growth stock, there's a real possibility that it could continue to depreciate or trade at distressed levels for as long as the Federal Reserve continues to increase interest rates to tame the rising inflation. As a result, while Palantir is undervalued at the current levels, it could remain to be undervalued for a while due to things that are outside of its control.</p><p><b>The Bottom Line</b></p><p>We've entered a new period of global decoupling in which supply chains are being reorganized at the same time as the geopolitical uncertainties create new macroeconomic risks to organizations and institutions. As a result, in times like these, it becomes crucial to have a solution such as Apollo, which ensures that corporations and enterprises are able to deploy all the necessary software and security updates that make it possible for them to continue to operate in the current challenging environment with relative ease. That's why Palantir's CEO Alex Karp might be correct when he states that the demand for a solution such as Apollo could be as significant as the demand for other data analytics solutions that the company offers.</p><p>At the same time, considering that Palantir trades below its fair value both in the optimistic and in the base-case scenarios, long-term investors might use this as an opportunity to increase their exposure to the company at the current levels, as there's an indication that Apollo could greatly improve the business's performance in the foreseeable future.</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>Palantir: Karp Bets Heavy On Apollo</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\">\nPalantir: Karp Bets Heavy On Apollo\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-14 23:22 GMT+8 <a href=https://seekingalpha.com/article/4546472-palantir-karp-bets-heavy-on-apollo><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe market underestimates the ability of Palantir’s Apollo to create additional shareholder value in the long run.As organizations become more complex, the need for autonomous software ...</p>\n\n<a href=\"https://seekingalpha.com/article/4546472-palantir-karp-bets-heavy-on-apollo\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4546472-palantir-karp-bets-heavy-on-apollo","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150944805","content_text":"SummaryThe market underestimates the ability of Palantir’s Apollo to create additional shareholder value in the long run.As organizations become more complex, the need for autonomous software deployment is going to increase, creating a monetary opportunity for Palantir thanks to its expertise in developing AI-based solutions.This article highlights the untapped opportunities that Palantir is about to materialize, which in the end could lead to an appreciation of its share price in the foreseeable future.As corporations and institutions continue to grow in size, and at the same time begin to adapt to the new reality in which capital becomes scarce while the geopolitical uncertainties create new possibilities for additional supply chain disruptions, it becomes crucial for them to ensure that their software runs uninterrupted and is constantly up to date. While the migration of their data into the cloud in recent years helped them to digitize their processes and scale their operations, the changing environment now forces them to look for solutions that would make sure that their businesses could weather any upcoming challenges with relative ease.That's where Palantir Technologies Inc.'s (NYSE: PLTR) Apollo comes into play. As a standalone product, Apollo is able to autonomously deploy custom-made software and security updates to various environments of different organizations in real time, which ensures the safety and continuous operation of critical systems of Palantir's clients. Thanks to this, Apollo could be considered a one-of-a-kind solution for big organizations that rely on the continuous deployment of software and security updates to run their global operations in challenging environments. As a result, there's a real possibility that as the total addressable market for such a solution increases with each year, Palantir would be able to continue to expand its business even in the current turbulent environment, which could lead to the appreciation of its shares in the long run.The Power of ApolloA lot of the discussions about Palantir focus on highlighting the advantages of the company's two major platforms Gotham and Foundry, which could are considered to be operating systems for governmental organizations and commercial enterprises that are used for data integration and big data analytics. While both of those platforms have been major drivers of growth for Palantir's business in recent years, and I have extensively covered them in my other articles in the last few months, Apollo has been considered a silent third platform of the company that wasn't discussed as much as the others. However, there's a possibility that this could change soon, as Apollo has all the chances to scale Palantir's business in the foreseeable future and help it to accelerate the onboarding of new clients.To understand what Apollo really is it's better to take a look at how Palantir describes itself. In its latest 10-Qreport, Palantir stated the following:Apollo is a cloud-agnostic, single control layer that coordinates ongoing delivery of new features, security updates, and platform configurations, helping to ensure the continuous operation of critical systems.At first, Palantir built Apollo for in-house use to help the company to speed up the process of integrating Gotham and Foundry into the organizations of its new clients. As an automated platform for continuous deployment, Apollo evolved to become a standalone product in 2021 and is now able to be used within third-party platforms to provide updates for custom-built software solutions in virtually any environment. As a result, Apollo gives Palantir the ability to substantially increase the number of new clients, as it could successfully deploy custom-built updates with relative ease.That's why in his letter to shareholders, Palantir's CEO Alex Karp has been stressing the importance of Apollo for Palantir and how it could be as important for the business as Gotham and Foundry are by saying the following:We believe that the demand from large enterprises for a software delivery and maintenance solution that is platform agnostic will be as significant as the demand for the underlying data integration and analytical capabilities themselves.One of the biggest advantages of Apollo is that it replaces the need for its potential customers to build in-house continuous integration/continuous delivery (CI/CD) capabilities. Instead, the potential customers are able to focus on developing the software itself and then outsource the deployment of that software to Palantir without increasing their headcount whatsoever.What's also important to mention is that Palantir recently received an impact level 6 accreditation from the Department of Defense, which makes it possible for government contractors to use the company's solutions to store, share and interact with data of the highest level of authorization. Therefore, Palantir is only one of the few companies along with Microsoft Corporation (MSFT) and Amazon.com (AMZN) with the highest clearance level in the world, which gives its platforms, and Apollo in particular advantage against other platforms offered by different businesses in the DevOps and CI/CD space.What we also know is that Apollo has already been able to deploy software and security updates in over 500 independently-released microservices across over 300 different environments. At the same time, there's also a possibility that those numbers are gradually increasing with each quarter, as Palantir continues to aggressively sign new customers and at the end of Q2 its customer count increased to 304, up from 169 a year ago.What's Next?Considering the capabilities of Apollo, the two major questions that investors could have in mind are how much revenue the platform is generating and what is its total addressable market. The first question is hard to answer because Palantir doesn't disclose the exact amount of revenue that each platform generates. However, we do know that aggressive growth in new customers occurred after Apollo has been released as a standalone product in 2021. At the same time, the fact that Palantir's CEO Alex Karp is saying that the demand for a software delivery and maintenance solution will be the same as the demand for a data integration platform could lead us to the conclusion that Apollo is going to have a greater impact on the business in the future.As for the second question, we do know that Apollo is mostly a deployment solution for organizations that conduct their operations in the cloud. However, Apollo's main advantage is that in essence, it's a cloud-agnostic solution, and as a result, it can deploy software and security updates to entirely different environments that operate within multiple cloud platforms with relative ease. That's why Apollo could be considered a supercloud solution. Wikibondescribessuperclouds as follows:Supercloud describes an architecture that taps the underlying services & primitives of hyperscale and other clouds to deliver additional value above and beyond what's available from a single public cloud provider. A supercloud delivers capabilities through software, consumed as services, and must span multiple cloud platforms, inclusive of on-prem clouds and edge installations.Considering that with each year the number of cloud vendors and cloud platforms increases and the overall cloud computing market is expected to grow at a CAGR of 17.43% by the end of the decade and be worth $1.6 trillion, it's safe to assume that the demand for a supercloud solution such as Apollo is also going to increase. As a result, there's a high possibility that Alex Karp would be right in his belief that there could be a significant demand for a solution such as Apollo in the future.That's why I decided to slightly update my DCF model. In September, my DCF model showed that Palantir's fair value is $10.03 per share, which represents an upside of ~25% from the current levels. That model assumed that Palantir's top line would grow at 23.5% in FY22 and at 25% Y/Y in the following years, below the management's initial forecast of annual growth of 30% Y/Y through 2025. That model could be considered as a base-case scenario under which Palantir is still undervalued.However, if Apollo manages to help Palantir aggressively scale its business in the future, then it makes sense to create an additional optimistic scenario under which the company grows at a greater rate. That's why in this new model the revenue is forecasted to increase by 23.5% Y/Y, while in the following years the top-line growth increases to the management's initial forecasts of an annual growth rate of 30%. All the other metrics remain the same as in the previous model where WACC is 8%, while the terminal growth rate is 3%.Palantir's DCF Model (Historical Data: Seeking Alpha, Assumptions: Author)According to this more optimistic model, Palantir's enterprise value appears to be $22.6 billion, while its implied share price is $12.08 per share, which represents an upside of ~50% from the current market price and creates a buying opportunity for long-term investors.Palantir's DCF Model (Historical Data: Seeking Alpha, Assumptions: Author)RisksOne of the downsides of Palantir is its high level of secrecy. Due to working with governmental agencies, the company can't disclose various contracts and relationships that it has with its clients. As a result, we don't know exactly how much revenue the company generates from each client. However, what's worse is that the company has also been actively investing in various SPACs last year. As a large portion of SPACs depreciated since the beginning of this year due to the worsening macroeconomic environment, there's a risk that Palantir could generate greater than expected losses from them in the foreseeable future. Even though the company closed its SPAC program earlier this year, the lack of transparency prevents investors from knowing how much the investments that were made in 2021 generated returns or lost capital, which could lead to weaker performance of the overall business than previously expected.The other problem of Palantir is that as a growth stock, there's a real possibility that it could continue to depreciate or trade at distressed levels for as long as the Federal Reserve continues to increase interest rates to tame the rising inflation. As a result, while Palantir is undervalued at the current levels, it could remain to be undervalued for a while due to things that are outside of its control.The Bottom LineWe've entered a new period of global decoupling in which supply chains are being reorganized at the same time as the geopolitical uncertainties create new macroeconomic risks to organizations and institutions. As a result, in times like these, it becomes crucial to have a solution such as Apollo, which ensures that corporations and enterprises are able to deploy all the necessary software and security updates that make it possible for them to continue to operate in the current challenging environment with relative ease. That's why Palantir's CEO Alex Karp might be correct when he states that the demand for a solution such as Apollo could be as significant as the demand for other data analytics solutions that the company offers.At the same time, considering that Palantir trades below its fair value both in the optimistic and in the base-case scenarios, long-term investors might use this as an opportunity to increase their exposure to the company at the current levels, as there's an indication that Apollo could greatly improve the business's performance in the foreseeable future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917986843,"gmtCreate":1665412021882,"gmtModify":1676537601891,"author":{"id":"3581684344799764","authorId":"3581684344799764","name":"Blueskyyy","avatar":"https://static.tigerbbs.com/0d6c322e00a96aaf8827cb1ac21ac63d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a><v-v data-views=\"1\"></v-v>Hmm","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a><v-v data-views=\"1\"></v-v>Hmm","text":"$Sea Ltd(SE)$Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917986843","isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915581926,"gmtCreate":1665069304865,"gmtModify":1676537552696,"author":{"id":"3581684344799764","authorId":"3581684344799764","name":"Blueskyyy","avatar":"https://static.tigerbbs.com/0d6c322e00a96aaf8827cb1ac21ac63d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915581926","repostId":"2273840514","repostType":4,"repost":{"id":"2273840514","pubTimestamp":1665044703,"share":"https://www.laohu8.com/m/news/2273840514?lang=&edition=full","pubTime":"2022-10-06 16:25","market":"us","language":"en","title":"Tesla: Agree To Buy At $200, Get Instant 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2273840514","media":"Seeking Alpha","summary":"Return:The premium collected for setting aside $20,000 represents a 3% return for a month. This is a handy return anytime and even more so in the current market environment. At this time, the market assigns at 77.20% probability that Tesla remains above $200 by expiration on November 4th. To reiterate the impact of the recent stock split, the same transaction would have required $60,000 to be set aside as we'd have been talking about a $600 strike price. Granted, the premium returns would be hi","content":"<html><head></head><body><h2>Summary</h2><ul><li>A 10% haircut after losing 36% from highs makes Tesla more attractive.</li><li>This article explains why $200 is attractive to us.</li><li>Always be aware of your risks when dealing with options. Play safe.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7f3cb26254a710c00fc93610b6f816b\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>jetcityimage</span></p><p>Tesla (NASDAQ:TSLA) lost nearly 10% of its stock price recently after deliveries underwhelmed as Seeking Alpha has covered here. These are strange times for the stock market as companies that are worth a Trillion lose in oneday what most companies are not even worth in their lifetime. Keep in mind, Tesla lost nearly 10% on a day the market rebounded. If the recent sentiment prevails on Tesla (as we are betting), then the next few red days for the market will be much harder for Tesla longs. But, with such pain come opportunities for those who can stomach the wild rides.</p><p>The stock is rebounding a bit in premarket due to the general market mood and the news that Cathy Wood dipped into the sell-off. But we strongly believe the next few days will provide some juicy opportunities for those willing to sell cash-secured puts. Tesla's recent stock split makes these transactions a lot easier for retail investors. Before the recent 3:1 split, selling a single contract for 100 shares would have required three times the capital to be set aside. Let us use the chain below as an example and see how things look now post-split.</p><h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/169ef27872a01b2f4e10b8f2bbb3595a\" tg-width=\"640\" tg-height=\"149\" referrerpolicy=\"no-referrer\"/><span>TSLA Option Chain (Think or Swim)</span></p>Key data points</h2><ul><li>Strike Price: $200</li><li>Expiration Date: November 4th, 2022, exactly a month from today.</li><li>Premium: $6/share, for a total of $600.</li></ul><p>In simple words, the put seller collects $600 immediately to buy 100 shares of Tesla at $200 if the stock reaches $200 or below by November 4th, 2022. Bear in mind that time decay is in favor of the option seller, meaning as days go by, the option values decline.</p><h2>What's the expected return and possible outcomes?</h2><p><b>Return:</b> The premium collected ($600) for setting aside $20,000 represents a 3% return for a month. This is a handy return anytime and even more so in the current market environment. At this time, the market assigns at 77.20% probability that Tesla remains above $200 by expiration on November 4th. To reiterate the impact of the recent stock split, the same transaction would have required $60,000 to be set aside as we'd have been talking about a $600 strike price. Granted, the premium returns would be higher (in dollar), but it is common sense that more investors can afford $20,000 compared to those who can afford $60,000.</p><p><i>Outcome #1:</i> If Tesla stays above $200 by the expiration date, the option seller just retains the premium mentioned above. The option seller will not be obligated to buy the shares.</p><p><i>Outcome #2:</i> If Tesla goes below $200 by the expiration date, the option seller will be forced to buy 100 shares at $200, irrespective of where the stock trades at that time. Keeping the premium netted in mind, the average cost, in this case, will be $194 ($200 minus $6).</p><p><i>Outcome #3:</i> As an option seller, one can "buy to close" anytime instead of waiting till the expiration date. That may be appealing to those who have the time and patience to play short-dated options many times over. But we typically let the option expire before choosing another chain (or another stock).</p><p>Outcome #4: We will write in detail about this in a future article, but we wanted to mention this as many readers of the Amazon (AMZN) article pointed out. An option seller can always roll into future dated options. That is, instead of getting out of the game entirely by following one of the first three outcomes above, you can close the current option and initiate a new chain with a different strike/expiration/premium combination as a single transaction. There are risks and advantages to this as we plan to describe later.</p><h2>Why $200 Looks attractive?</h2><ul><li><b>Trend:</b> Apart from being a nice round number, $200 is about 20% below the current market price, a bear market by itself by definition. That is on top of the 36% already lost from highs, making $200 more than 50% off from highs. In our view, that is a compelling enough pullback for a company that still has many growth avenues in front of it.</li><li><b>Valuation:</b> At $200, Tesla will be trading at a PEG ratio of less than 1. This is based on a forward multiple of 46 [$200 divided by forward EPS of $4.32] and the five year expected growth rate of 55%. As avid followers of Growth at Reasonable Price [GARP] would attest, a PEG of less than 1 makes a stock more attractive.</li><li><b>Technical:</b> From a technical standpoint, $200 has historically offered plenty of support to the stock. As shown in the chart below, the stock has bounced off from $200 level at least five times in the last two years.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0ff7c149c2736d5d318a9f05d5f660af\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\"/><span>TSLA Chart (Google Charts)</span></p><h2>Many ways to skin the cat</h2><p>If the $200 strike price and the 3% premium return don't appeal to you and if you are looking for a higher premium return, consider strike price like the one below. In this example, the options seller agrees to buy 100 shares of Tesla at $220 should the stock reach that by November 4th, while collecting a premium of about $11 per share. That's a much higher return of 5% return in a month, but the risk the seller takes here is that the strike price is just 10% away from the current market price. One more day like yesterday, and you may be obligated to buy the shares. That is not necessarily a good or bad thing. It just depends on what your priority is.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e27902d5809db65325baf7bd85b6e4f\" tg-width=\"640\" tg-height=\"212\" referrerpolicy=\"no-referrer\"/><span>TSLA Chain (Think or Swim)</span></p><h2>Be aware of your risks and choices</h2><p>Once again, please bear in mind that if your primary interest is in getting premiums, selling puts during down-trending markets may not be the best strategy. If the market blood bath continues, your stock may reach the strike price before you blink. However, if your interest is in acquiring the stock should things fall further, this is a wise strategy. The added income through premium does not hurt either. If you already hold at least 100 shares of Tesla, you may want to consider selling covered call if you understand that strategy. This article explains some basics of it.</p><h2>Conclusion</h2><p>Tesla is a volatile company. TSLA is a volatile stock. Tesla is led by a volatile man. And the market is volatile these days. That makes it a double-double-whammy. In such cases, we tend to prefer lower strike prices. If we do get assigned Tesla at the $200 strike price, we will be glad to hold it for the long term for the reasons mentioned above. But that's us. What is your opinion of Tesla here? Do you believe it will still be overvalued buying at $200? Please leave your comments and opinions below.</p><p><i>This article is written by Tradevestor for reference only. Please note the risks.</i></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: Agree To Buy At $200, Get Instant 3%</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: Agree To Buy At $200, Get Instant 3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-06 16:25 GMT+8 <a href=https://seekingalpha.com/article/4544869-tesla-agree-to-buy-at-200-get-instant-3-percent><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryA 10% haircut after losing 36% from highs makes Tesla more attractive.This article explains why $200 is attractive to us.Always be aware of your risks when dealing with options. Play safe....</p>\n\n<a href=\"https://seekingalpha.com/article/4544869-tesla-agree-to-buy-at-200-get-instant-3-percent\">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/4544869-tesla-agree-to-buy-at-200-get-instant-3-percent","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273840514","content_text":"SummaryA 10% haircut after losing 36% from highs makes Tesla more attractive.This article explains why $200 is attractive to us.Always be aware of your risks when dealing with options. Play safe.jetcityimageTesla (NASDAQ:TSLA) lost nearly 10% of its stock price recently after deliveries underwhelmed as Seeking Alpha has covered here. These are strange times for the stock market as companies that are worth a Trillion lose in oneday what most companies are not even worth in their lifetime. Keep in mind, Tesla lost nearly 10% on a day the market rebounded. If the recent sentiment prevails on Tesla (as we are betting), then the next few red days for the market will be much harder for Tesla longs. But, with such pain come opportunities for those who can stomach the wild rides.The stock is rebounding a bit in premarket due to the general market mood and the news that Cathy Wood dipped into the sell-off. But we strongly believe the next few days will provide some juicy opportunities for those willing to sell cash-secured puts. Tesla's recent stock split makes these transactions a lot easier for retail investors. Before the recent 3:1 split, selling a single contract for 100 shares would have required three times the capital to be set aside. Let us use the chain below as an example and see how things look now post-split.TSLA Option Chain (Think or Swim)Key data pointsStrike Price: $200Expiration Date: November 4th, 2022, exactly a month from today.Premium: $6/share, for a total of $600.In simple words, the put seller collects $600 immediately to buy 100 shares of Tesla at $200 if the stock reaches $200 or below by November 4th, 2022. Bear in mind that time decay is in favor of the option seller, meaning as days go by, the option values decline.What's the expected return and possible outcomes?Return: The premium collected ($600) for setting aside $20,000 represents a 3% return for a month. This is a handy return anytime and even more so in the current market environment. At this time, the market assigns at 77.20% probability that Tesla remains above $200 by expiration on November 4th. To reiterate the impact of the recent stock split, the same transaction would have required $60,000 to be set aside as we'd have been talking about a $600 strike price. Granted, the premium returns would be higher (in dollar), but it is common sense that more investors can afford $20,000 compared to those who can afford $60,000.Outcome #1: If Tesla stays above $200 by the expiration date, the option seller just retains the premium mentioned above. The option seller will not be obligated to buy the shares.Outcome #2: If Tesla goes below $200 by the expiration date, the option seller will be forced to buy 100 shares at $200, irrespective of where the stock trades at that time. Keeping the premium netted in mind, the average cost, in this case, will be $194 ($200 minus $6).Outcome #3: As an option seller, one can \"buy to close\" anytime instead of waiting till the expiration date. That may be appealing to those who have the time and patience to play short-dated options many times over. But we typically let the option expire before choosing another chain (or another stock).Outcome #4: We will write in detail about this in a future article, but we wanted to mention this as many readers of the Amazon (AMZN) article pointed out. An option seller can always roll into future dated options. That is, instead of getting out of the game entirely by following one of the first three outcomes above, you can close the current option and initiate a new chain with a different strike/expiration/premium combination as a single transaction. There are risks and advantages to this as we plan to describe later.Why $200 Looks attractive?Trend: Apart from being a nice round number, $200 is about 20% below the current market price, a bear market by itself by definition. That is on top of the 36% already lost from highs, making $200 more than 50% off from highs. In our view, that is a compelling enough pullback for a company that still has many growth avenues in front of it.Valuation: At $200, Tesla will be trading at a PEG ratio of less than 1. This is based on a forward multiple of 46 [$200 divided by forward EPS of $4.32] and the five year expected growth rate of 55%. As avid followers of Growth at Reasonable Price [GARP] would attest, a PEG of less than 1 makes a stock more attractive.Technical: From a technical standpoint, $200 has historically offered plenty of support to the stock. As shown in the chart below, the stock has bounced off from $200 level at least five times in the last two years.TSLA Chart (Google Charts)Many ways to skin the catIf the $200 strike price and the 3% premium return don't appeal to you and if you are looking for a higher premium return, consider strike price like the one below. In this example, the options seller agrees to buy 100 shares of Tesla at $220 should the stock reach that by November 4th, while collecting a premium of about $11 per share. That's a much higher return of 5% return in a month, but the risk the seller takes here is that the strike price is just 10% away from the current market price. One more day like yesterday, and you may be obligated to buy the shares. That is not necessarily a good or bad thing. It just depends on what your priority is.TSLA Chain (Think or Swim)Be aware of your risks and choicesOnce again, please bear in mind that if your primary interest is in getting premiums, selling puts during down-trending markets may not be the best strategy. If the market blood bath continues, your stock may reach the strike price before you blink. However, if your interest is in acquiring the stock should things fall further, this is a wise strategy. The added income through premium does not hurt either. If you already hold at least 100 shares of Tesla, you may want to consider selling covered call if you understand that strategy. This article explains some basics of it.ConclusionTesla is a volatile company. TSLA is a volatile stock. Tesla is led by a volatile man. And the market is volatile these days. That makes it a double-double-whammy. In such cases, we tend to prefer lower strike prices. If we do get assigned Tesla at the $200 strike price, we will be glad to hold it for the long term for the reasons mentioned above. But that's us. What is your opinion of Tesla here? Do you believe it will still be overvalued buying at $200? Please leave your comments and opinions below.This article is written by Tradevestor for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
