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charlito
2023-05-18
$NVIDIA Corp(NVDA)$
charlito
2022-11-18
$VIX Short-Term Futures 1.5X ETF(UVXY)$
charlito
2022-11-16
$VIX Short-Term Futures 1.5X ETF(UVXY)$
charlito
2022-11-10
$VIX Short-Term Futures 1.5X ETF(UVXY)$
isn't it volatile enough
charlito
2022-11-09
$Tesla Motors(TSLA)$
bye bye
charlito
2022-11-08
$VIX Short-Term Futures 1.5X ETF(UVXY)$
upup here we go!
charlito
2022-10-28
$VIX Short-Term Futures 1.5X ETF(UVXY)$
why dont go up leh?
charlito
2022-10-25
$VIX Short-Term Futures 1.5X ETF(UVXY)$
up up and away!
charlito
2022-10-22
$VIX Short-Term Futures 1.5X ETF(UVXY)$
the only way is up
charlito
2022-10-06
$VIX Short-Term Futures 1.5X ETF(UVXY)$
giddy up folks
charlito
2022-09-25
$VIX Short-Term Futures 1.5X ETF(UVXY)$
told ya'll this is going up and up!
charlito
2022-09-24
Heh
@OptionsDelta:Big loss and big gain? You need to understand the inertia of the market
charlito
2022-09-21
$VIX Short-Term Futures 1.5X ETF(UVXY)$
surely going up
charlito
2022-09-19
$VIX Short-Term Futures 1.5X ETF(UVXY)$
you know this is going up
charlito
2022-09-16
$VIX Short-Term Futures 1.5X ETF(UVXY)$
up up where we go
charlito
2022-09-15
$VIX Short-Term Futures 1.5X ETF(UVXY)$
ignore the noise and focus on the possibility
charlito
2022-09-15
$VIX Short-Term Futures 1.5X ETF(UVXY)$
its finally time to activate!
charlito
2022-09-10
$VIX Short-Term Futures 1.5X ETF(UVXY)$
boom boom
charlito
2022-09-06
$VIX Short-Term Futures 1.5X ETF(UVXY)$
up up up here we go
charlito
2022-09-03
Gg nvidia
Nvidia: Problems Keep Accumulating
Go to Tiger App to see more news
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data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$ </a><v-v data-views=\"1\"></v-v>","text":"$VIX Short-Term Futures 1.5X ETF(UVXY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961035454","isVote":1,"tweetType":1,"viewCount":2350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963197171,"gmtCreate":1668612725993,"gmtModify":1676538084888,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$ </a><v-v data-views=\"1\"></v-v>","text":"$VIX Short-Term Futures 1.5X ETF(UVXY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963197171","isVote":1,"tweetType":1,"viewCount":2539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960197822,"gmtCreate":1668091662267,"gmtModify":1676538011352,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$ </a><v-v data-views=\"1\"></v-v>isn't it volatile enough","listText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$ </a><v-v data-views=\"1\"></v-v>isn't it volatile enough","text":"$VIX Short-Term Futures 1.5X ETF(UVXY)$ isn't it volatile enough","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960197822","isVote":1,"tweetType":1,"viewCount":2289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987221939,"gmtCreate":1667923947022,"gmtModify":1676537985561,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"0\"></v-v>bye bye","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"0\"></v-v>bye bye","text":"$Tesla Motors(TSLA)$bye bye","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987221939","isVote":1,"tweetType":1,"viewCount":2283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987291058,"gmtCreate":1667913128975,"gmtModify":1676537983422,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>upup here we go!","listText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>upup here we go!","text":"$VIX Short-Term Futures 1.5X ETF(UVXY)$upup here we go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987291058","isVote":1,"tweetType":1,"viewCount":1905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986274362,"gmtCreate":1666970923856,"gmtModify":1676537842824,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>why dont go up leh?","listText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>why dont go up leh?","text":"$VIX Short-Term Futures 1.5X ETF(UVXY)$why dont go up leh?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986274362","isVote":1,"tweetType":1,"viewCount":2230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988800705,"gmtCreate":1666708429607,"gmtModify":1676537793700,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>up up and away!","listText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>up up and away!","text":"$VIX Short-Term Futures 1.5X ETF(UVXY)$up up and away!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9988800705","isVote":1,"tweetType":1,"viewCount":2322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981810672,"gmtCreate":1666454056497,"gmtModify":1676537757853,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>the only way is up","listText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>the only way is up","text":"$VIX Short-Term Futures 1.5X ETF(UVXY)$the only way is up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981810672","isVote":1,"tweetType":1,"viewCount":2432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915252362,"gmtCreate":1665055949157,"gmtModify":1676537550130,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>giddy up folks","listText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>giddy up folks","text":"$VIX Short-Term Futures 1.5X ETF(UVXY)$giddy up folks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915252362","isVote":1,"tweetType":1,"viewCount":2327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911936161,"gmtCreate":1664110784253,"gmtModify":1676537391749,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>told ya'll this is going up and up!","listText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>told ya'll this is going up and up!","text":"$VIX Short-Term Futures 1.5X ETF(UVXY)$told ya'll this is going up and up!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9911936161","isVote":1,"tweetType":1,"viewCount":1281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913499233,"gmtCreate":1664034915422,"gmtModify":1676537381984,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"Heh","listText":"Heh","text":"Heh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913499233","repostId":"9913834205","repostType":1,"repost":{"id":9913834205,"gmtCreate":1663952511507,"gmtModify":1676537369960,"author":{"id":"4102740637684170","authorId":"4102740637684170","name":"OptionsDelta","avatar":"https://static.tigerbbs.com/b5ab2017d32f95a165639de659b21cd1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102740637684170","idStr":"4102740637684170"},"themes":[],"title":"Big loss and big gain? You need to understand the inertia of the market","htmlText":"A break in the USD index above $112 should theoretically have caused a pullback, but it did not; In theory Treasuries should pull back above 4%, but they haven't.Like Tesla last year, at $900 everyone was looking for a pullback to $1000, but it didn't, and the stock went straight to $1200.It makes sense to be bullish and bearish at this point, just like Tesla last year. Do you think it's wrong to be bearish? Then it fell. But you say long is not money? How can 900 go to 1,200 and not make money.But currencies can stay at the top for longer than stocks, and the greater the magnitude of capital, the greater the inertia.The same is true of crude oil this year, with the top price much higher than the expected short price.The market is completely following the dollar trend. After FOMC, I said t","listText":"A break in the USD index above $112 should theoretically have caused a pullback, but it did not; In theory Treasuries should pull back above 4%, but they haven't.Like Tesla last year, at $900 everyone was looking for a pullback to $1000, but it didn't, and the stock went straight to $1200.It makes sense to be bullish and bearish at this point, just like Tesla last year. Do you think it's wrong to be bearish? Then it fell. But you say long is not money? How can 900 go to 1,200 and not make money.But currencies can stay at the top for longer than stocks, and the greater the magnitude of capital, the greater the inertia.The same is true of crude oil this year, with the top price much higher than the expected short price.The market is completely following the dollar trend. After FOMC, I said t","text":"A break in the USD index above $112 should theoretically have caused a pullback, but it did not; In theory Treasuries should pull back above 4%, but they haven't.Like Tesla last year, at $900 everyone was looking for a pullback to $1000, but it didn't, and the stock went straight to $1200.It makes sense to be bullish and bearish at this point, just like Tesla last year. Do you think it's wrong to be bearish? Then it fell. But you say long is not money? How can 900 go to 1,200 and not make money.But currencies can stay at the top for longer than stocks, and the greater the magnitude of capital, the greater the inertia.The same is true of crude oil this year, with the top price much higher than the expected short price.The market is completely following the dollar trend. After FOMC, I said t","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913834205","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919171913,"gmtCreate":1663764179732,"gmtModify":1676537331524,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>surely going up","listText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>surely going up","text":"$VIX Short-Term Futures 1.5X ETF(UVXY)$surely going up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919171913","isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910863272,"gmtCreate":1663596695397,"gmtModify":1676537298239,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>you know this is going up","listText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>you know this is going up","text":"$VIX Short-Term Futures 1.5X ETF(UVXY)$you know this is going up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910863272","isVote":1,"tweetType":1,"viewCount":1101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934440523,"gmtCreate":1663293344362,"gmtModify":1676537245789,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>up up where we go","listText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>up up where we go","text":"$VIX Short-Term Futures 1.5X ETF(UVXY)$up up where we go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9934440523","isVote":1,"tweetType":1,"viewCount":982,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934655158,"gmtCreate":1663246861775,"gmtModify":1676537235602,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>ignore the noise and focus on the possibility","listText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>ignore the noise and focus on the possibility","text":"$VIX Short-Term Futures 1.5X ETF(UVXY)$ignore the noise and focus on the possibility","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9934655158","isVote":1,"tweetType":1,"viewCount":735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934916273,"gmtCreate":1663173156392,"gmtModify":1676537220021,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>its finally time to activate!","listText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>its finally time to activate!","text":"$VIX Short-Term Futures 1.5X ETF(UVXY)$its finally time to activate!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9934916273","isVote":1,"tweetType":1,"viewCount":996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9936798048,"gmtCreate":1662821841684,"gmtModify":1676537146212,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>boom boom","listText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>boom boom","text":"$VIX Short-Term Futures 1.5X ETF(UVXY)$boom boom","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9936798048","isVote":1,"tweetType":1,"viewCount":1175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931254760,"gmtCreate":1662472135251,"gmtModify":1676537067714,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>up up up here we go","listText":"<a href=\"https://ttm.financial/S/UVXY\">$VIX Short-Term Futures 1.5X ETF(UVXY)$</a><v-v data-views=\"1\"></v-v>up up up here we go","text":"$VIX Short-Term Futures 1.5X ETF(UVXY)$up up up here we go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931254760","isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933338279,"gmtCreate":1662219209691,"gmtModify":1676537019898,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"Gg nvidia","listText":"Gg nvidia","text":"Gg nvidia","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9933338279","repostId":"1162611714","repostType":4,"repost":{"id":"1162611714","kind":"news","pubTimestamp":1662173403,"share":"https://ttm.financial/m/news/1162611714?lang=&edition=fundamental","pubTime":"2022-09-03 10:50","market":"us","language":"en","title":"Nvidia: Problems Keep Accumulating","url":"https://stock-news.laohu8.com/highlight/detail?id=1162611714","media":"Seeking Alpha","summary":"SummaryNvidia stock crashes as much as 12% after the semi company disclosed that the U.S. government","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Nvidia stock crashes as much as 12% after the semi company disclosed that the U.S. government ordered a restriction on a selected portfolio of high-margin.</li><li>Nvidia has estimated the impact of the export restriction at $400 million in potential sales for its third fiscal quarter.</li><li>Although Nvidia stock is down almost 60% from all time highs, the valuation is still very expensive.</li><li>Personally, I would not buy Nvidia at a valuation above 30x EV/EBIT and/or 10x EV/Sales, which are still very proud multiples.</li><li>Accordingly, I see 20 - 30 percent more downside before the risk/reward for investors becomes justified.</li></ul><p><b>Thesis</b></p><p>Nvidia (NASDAQ:NVDA) stock crashed 7.5% -- and intermittently more than 12% -- after the semi company disclosed that the US government ordered a restriction on a selected portfolio of high-margin AI chips to China. The announcement comes after Nvidia has already warned a slowing business environment for its chips with regards to both the company's gaming and data-center segment.</p><p>In my opinion, Nvidia stock has for a long time been overhyped and overvalued. And although NVDA stock is down approximately 60% from all time highs, I argue there is still some excess valuation premium that need to be corrected in order for investors to enjoy an attractive risk/reward.</p><p><img src=\"https://static.tigerbbs.com/335faef0155694363b3fd84ee60b483c\" tg-width=\"640\" tg-height=\"222\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>U.S. Government Restricts Chip Sales </b></p><p>The filing</p><p>On August 31, Nvidia filed a disclosure with the Securities and Exchange Commission saying that the company has been notified about an export restriction of certain AI chips to China and Russia.</p><blockquote>...<i>the U.S. government informed NVIDIA Corporation that the USG has imposed a new license requirement, effective immediately, for any future export to China (including Hong Kong) and Russia of the Company’s A100 and forthcoming H100 integrated circuits.</i></blockquote><p>The restriction specifically names Nvidia A100 and H100 chips, but also extends to any chips that may match the technology.</p><blockquote><i>The license requirement also includes any future NVIDIA integrated circuit achieving both peak performance and chip-to-chip I/O performance equal to or greater than thresholds that are roughly equivalent to the A100, as well as any system that includes those circuits.</i></blockquote><p><b>What's The Impact</b></p><p>Nvidia has estimated the impact of the export restriction at $400 million in potential sales for its third fiscal quarter. Accordingly, the impact could be expanded to about $1.6 billion annually. If we apply Nvidia's 26% net income margin, and further apply the stock's currentx81 one-ear forward P/E multiple, the impact on valuation loss could be estimated at about $33.7 billion of equity value.</p><p><b>Investor Implication</b></p><p>The export restriction highlights a risk that the market arguably has ignored so far: the possibility that Nvidia's leading chip technology becomes an instrument of politics. In the filing, Nvidia cited <i>'the risk that the covered products may be used in, or diverted to, a military end use or military end user'</i> as the main reason for the export restrictions. But arguably, this step is just the latest episode in the technology war.</p><p>Arguably, the selected restriction of Nvidia's 'A100 and H100' exports could only be the first wave of regulations to hit the US Semi industry.</p><p>Moreover, even if the US government does not extend restrictions to more of Nvidia's chips, it is highly likely that Nvidia will lose market share in China regardless. Investors should consider that the Chinese government will take restrictions of chips exports as a warning signal; and the response is that China will push to 'replace' exposure to the US' chip industry.</p><p><b>Still Very Stretched Valuation</b></p><p>Although Nvidia stock is down almost 60% from all time highs, the valuation is still very expensive. Investors should consider that Nvidia's one-year forward GAAP P/E of 81x implies a 270% premium to the U.S. technology sector. Nvidia's P/B of 15.8x and P/S of 13.9x imply a 290% and 395% premium respectively. Given a slowing business cycle for semiconductors, paired with fading investor confidence in US growth stocks, these multiples are highly vulnerable to a valuation contraction.</p><p><img src=\"https://static.tigerbbs.com/6bdd4fc38ae5ce4b33d86923f5c92d92\" tg-width=\"640\" tg-height=\"563\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Paying too much for a 'hyped' investment can be very dangerous. Arguably, Cisco's (CSCO) growth story and equity performance in the early 2000 is very similar to the current situation surrounding Nvidia, from my viewpoint.</p><p>In the late 90s and early 2000, Cisco stock boomed from $5/share to about $80/share (stock-split adjusted). Investors were excited buying into the company's growth story that was driven by the World Wide Web adoption. Valuation did not matter, until it suddenly did. Then, in less than 24 months, Cisco stock lost almost 90% of its value. Interestingly, little changed for Cisco's fundamentals. In fact, the bull thesis of the World Wide Web taking over the world was correct. But investors simply paid way too much. Today, more than 20 years later, Cisco stock still trades approximately 50% below the stock's all time high.</p><p><img src=\"https://static.tigerbbs.com/358a1da47ae3281430fa38ffff19aed5\" tg-width=\"640\" tg-height=\"196\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>Conclusion</b></p><p>No doubt, Nvidia is a great business. But the company's stock is dangerous. After a weak June quarter, driven amongst others by a slowing semi demand in the gaming and data-center vertical, now investors must also price the negativity of heightened regulatory risk.</p><p>Personally, I would not buy Nvidia at a valuation above 30x EV/EBIT and/or 10x EV/Sales, which are still very proud multiples. Accordingly, I see 20 - 30 percent more downside before the risk/reward for investors becomes <i>justified</i>(but arguably still not attractive given the regulatory risk and slowing business cycle). Sell.</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: Problems Keep Accumulating</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Problems Keep Accumulating\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-03 10:50 GMT+8 <a href=https://seekingalpha.com/article/4538666-nvidia-problems-keep-accumulating><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia stock crashes as much as 12% after the semi company disclosed that the U.S. government ordered a restriction on a selected portfolio of high-margin.Nvidia has estimated the impact of the...</p>\n\n<a href=\"https://seekingalpha.com/article/4538666-nvidia-problems-keep-accumulating\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4538666-nvidia-problems-keep-accumulating","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162611714","content_text":"SummaryNvidia stock crashes as much as 12% after the semi company disclosed that the U.S. government ordered a restriction on a selected portfolio of high-margin.Nvidia has estimated the impact of the export restriction at $400 million in potential sales for its third fiscal quarter.Although Nvidia stock is down almost 60% from all time highs, the valuation is still very expensive.Personally, I would not buy Nvidia at a valuation above 30x EV/EBIT and/or 10x EV/Sales, which are still very proud multiples.Accordingly, I see 20 - 30 percent more downside before the risk/reward for investors becomes justified.ThesisNvidia (NASDAQ:NVDA) stock crashed 7.5% -- and intermittently more than 12% -- after the semi company disclosed that the US government ordered a restriction on a selected portfolio of high-margin AI chips to China. The announcement comes after Nvidia has already warned a slowing business environment for its chips with regards to both the company's gaming and data-center segment.In my opinion, Nvidia stock has for a long time been overhyped and overvalued. And although NVDA stock is down approximately 60% from all time highs, I argue there is still some excess valuation premium that need to be corrected in order for investors to enjoy an attractive risk/reward.Seeking AlphaU.S. Government Restricts Chip Sales The filingOn August 31, Nvidia filed a disclosure with the Securities and Exchange Commission saying that the company has been notified about an export restriction of certain AI chips to China and Russia....the U.S. government informed NVIDIA Corporation that the USG has imposed a new license requirement, effective immediately, for any future export to China (including Hong Kong) and Russia of the Company’s A100 and forthcoming H100 integrated circuits.The restriction specifically names Nvidia A100 and H100 chips, but also extends to any chips that may match the technology.The license requirement also includes any future NVIDIA integrated circuit achieving both peak performance and chip-to-chip I/O performance equal to or greater than thresholds that are roughly equivalent to the A100, as well as any system that includes those circuits.What's The ImpactNvidia has estimated the impact of the export restriction at $400 million in potential sales for its third fiscal quarter. Accordingly, the impact could be expanded to about $1.6 billion annually. If we apply Nvidia's 26% net income margin, and further apply the stock's currentx81 one-ear forward P/E multiple, the impact on valuation loss could be estimated at about $33.7 billion of equity value.Investor ImplicationThe export restriction highlights a risk that the market arguably has ignored so far: the possibility that Nvidia's leading chip technology becomes an instrument of politics. In the filing, Nvidia cited 'the risk that the covered products may be used in, or diverted to, a military end use or military end user' as the main reason for the export restrictions. But arguably, this step is just the latest episode in the technology war.Arguably, the selected restriction of Nvidia's 'A100 and H100' exports could only be the first wave of regulations to hit the US Semi industry.Moreover, even if the US government does not extend restrictions to more of Nvidia's chips, it is highly likely that Nvidia will lose market share in China regardless. Investors should consider that the Chinese government will take restrictions of chips exports as a warning signal; and the response is that China will push to 'replace' exposure to the US' chip industry.Still Very Stretched ValuationAlthough Nvidia stock is down almost 60% from all time highs, the valuation is still very expensive. Investors should consider that Nvidia's one-year forward GAAP P/E of 81x implies a 270% premium to the U.S. technology sector. Nvidia's P/B of 15.8x and P/S of 13.9x imply a 290% and 395% premium respectively. Given a slowing business cycle for semiconductors, paired with fading investor confidence in US growth stocks, these multiples are highly vulnerable to a valuation contraction.Seeking AlphaPaying too much for a 'hyped' investment can be very dangerous. Arguably, Cisco's (CSCO) growth story and equity performance in the early 2000 is very similar to the current situation surrounding Nvidia, from my viewpoint.In the late 90s and early 2000, Cisco stock boomed from $5/share to about $80/share (stock-split adjusted). Investors were excited buying into the company's growth story that was driven by the World Wide Web adoption. Valuation did not matter, until it suddenly did. Then, in less than 24 months, Cisco stock lost almost 90% of its value. Interestingly, little changed for Cisco's fundamentals. In fact, the bull thesis of the World Wide Web taking over the world was correct. But investors simply paid way too much. Today, more than 20 years later, Cisco stock still trades approximately 50% below the stock's all time high.Seeking AlphaConclusionNo doubt, Nvidia is a great business. But the company's stock is dangerous. After a weak June quarter, driven amongst others by a slowing semi demand in the gaming and data-center vertical, now investors must also price the negativity of heightened regulatory risk.Personally, I would not buy Nvidia at a valuation above 30x EV/EBIT and/or 10x EV/Sales, which are still very proud multiples. Accordingly, I see 20 - 30 percent more downside before the risk/reward for investors becomes justified(but arguably still not attractive given the regulatory risk and slowing business cycle). Sell.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":133647341,"gmtCreate":1621746688783,"gmtModify":1704362035989,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"Should have bought bank of america after buffett had disclosed.. haiz","listText":"Should have bought bank of america after buffett had disclosed.. haiz","text":"Should have bought bank of america after buffett had disclosed.. haiz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/133647341","repostId":"2137906121","repostType":4,"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148494778,"gmtCreate":1626000970894,"gmtModify":1703751811890,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"Lol? A trillion only when pigs go flying","listText":"Lol? A trillion only when pigs go flying","text":"Lol? A trillion only when pigs go flying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/148494778","repostId":"2150463301","repostType":4,"isVote":1,"tweetType":1,"viewCount":741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148308018,"gmtCreate":1625925205634,"gmtModify":1703750950090,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"Apple is insane..","listText":"Apple is insane..","text":"Apple is insane..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/148308018","repostId":"1177397700","repostType":4,"isVote":1,"tweetType":1,"viewCount":571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154003756,"gmtCreate":1625457944675,"gmtModify":1703742100703,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"Wow wow","listText":"Wow wow","text":"Wow wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/154003756","repostId":"2149381523","repostType":4,"repost":{"id":"2149381523","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1625455738,"share":"https://ttm.financial/m/news/2149381523?lang=&edition=fundamental","pubTime":"2021-07-05 11:28","market":"hk","language":"en","title":"HK-listed China Modern Dairy jumps on robust earnings forecast","url":"https://stock-news.laohu8.com/highlight/detail?id=2149381523","media":"Reuters","summary":"** Shares of China Modern Dairy Holdings Ltd rise as much as 7.5% to HK$1.87, the highest since June","content":"<p>** Shares of China Modern Dairy Holdings Ltd rise as much as 7.5% to HK$1.87, the highest since June 8, on course for third consecutive session of gains</p>\n<p>** Anhui-based raw milk producer expects to record a profit of not less than 460 mln yuan ($71.2 mln) for six months ended in June, an increase of not less than 100% from a year-ago period</p>\n<p>** China Mengniu Dairy Corp backed company says the increase is due to double-digit growth in its raw milk production and sales volume, cost reduction and effective control of costs and expenses</p>\n<p>** Shares of Mengniu Dairy rises 2.4%; the sixth biggest percentage gainer in the China Enterprises Index</p>\n<p>** The Hong Kong composite Industry Index tracking consumer staples gains 0.3%</p>\n<p>** The Hang Seng China Enterprises Index slips 0.9%, and the benchmark index eases 0.3%</p>\n<p>** As of last close, the stock had slid 6.5% this year</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>HK-listed China Modern Dairy jumps on robust earnings forecast</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\">\nHK-listed China Modern Dairy jumps on robust earnings forecast\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-05 11:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>** Shares of China Modern Dairy Holdings Ltd rise as much as 7.5% to HK$1.87, the highest since June 8, on course for third consecutive session of gains</p>\n<p>** Anhui-based raw milk producer expects to record a profit of not less than 460 mln yuan ($71.2 mln) for six months ended in June, an increase of not less than 100% from a year-ago period</p>\n<p>** China Mengniu Dairy Corp backed company says the increase is due to double-digit growth in its raw milk production and sales volume, cost reduction and effective control of costs and expenses</p>\n<p>** Shares of Mengniu Dairy rises 2.4%; the sixth biggest percentage gainer in the China Enterprises Index</p>\n<p>** The Hong Kong composite Industry Index tracking consumer staples gains 0.3%</p>\n<p>** The Hang Seng China Enterprises Index slips 0.9%, and the benchmark index eases 0.3%</p>\n<p>** As of last close, the stock had slid 6.5% this year</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01117":"现代牧业","02319":"蒙牛乳业"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149381523","content_text":"** Shares of China Modern Dairy Holdings Ltd rise as much as 7.5% to HK$1.87, the highest since June 8, on course for third consecutive session of gains\n** Anhui-based raw milk producer expects to record a profit of not less than 460 mln yuan ($71.2 mln) for six months ended in June, an increase of not less than 100% from a year-ago period\n** China Mengniu Dairy Corp backed company says the increase is due to double-digit growth in its raw milk production and sales volume, cost reduction and effective control of costs and expenses\n** Shares of Mengniu Dairy rises 2.4%; the sixth biggest percentage gainer in the China Enterprises Index\n** The Hong Kong composite Industry Index tracking consumer staples gains 0.3%\n** The Hang Seng China Enterprises Index slips 0.9%, and the benchmark index eases 0.3%\n** As of last close, the stock had slid 6.5% this year","news_type":1,"symbols_score_info":{"02319":0.9,"01117":0.9}},"isVote":1,"tweetType":1,"viewCount":845,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129918680,"gmtCreate":1624350869040,"gmtModify":1703834148680,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"Lol joke, and the people who bought in are also gonna be taken for a ride","listText":"Lol joke, and the people who bought in are also gonna be taken for a ride","text":"Lol joke, and the people who bought in are also gonna be taken for a ride","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/129918680","repostId":"1162825947","repostType":4,"isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802668872,"gmtCreate":1627777441596,"gmtModify":1703495615982,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"Cool i will really consider eh. The ARKK funds are useless","listText":"Cool i will really consider eh. The ARKK funds are useless","text":"Cool i will really consider eh. The ARKK funds are useless","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/802668872","repostId":"1162771150","repostType":4,"isVote":1,"tweetType":1,"viewCount":1431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174447777,"gmtCreate":1627133121799,"gmtModify":1703484656304,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"Ah... okay","listText":"Ah... okay","text":"Ah... okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/174447777","repostId":"1109439356","repostType":4,"isVote":1,"tweetType":1,"viewCount":776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130441998,"gmtCreate":1621562911414,"gmtModify":1704359703799,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"Hahaha late to the game.. so many have been cleaned off","listText":"Hahaha late to the game.. so many have been cleaned off","text":"Hahaha late to the game.. so many have been cleaned off","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/130441998","repostId":"1116833275","repostType":4,"isVote":1,"tweetType":1,"viewCount":821,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575626679495161","authorId":"3575626679495161","name":"PutraHafiz","avatar":"https://static.tigerbbs.com/42a039590d263c3993267bd41ebe50fc","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3575626679495161","idStr":"3575626679495161"},"content":"This Elon is Setan dont u think so?","text":"This Elon is Setan dont u think so?","html":"This Elon is Setan dont u think so?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801056294,"gmtCreate":1627475731318,"gmtModify":1703490658084,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"Nithing will change..","listText":"Nithing will change..","text":"Nithing will change..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/801056294","repostId":"2154923466","repostType":4,"isVote":1,"tweetType":1,"viewCount":1467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166819233,"gmtCreate":1624001278822,"gmtModify":1703826214174,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"Agreed, going big on Baba!!","listText":"Agreed, going big on Baba!!","text":"Agreed, going big on Baba!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/166819233","repostId":"1175693382","repostType":4,"repost":{"id":"1175693382","kind":"news","pubTimestamp":1623978463,"share":"https://ttm.financial/m/news/1175693382?lang=&edition=fundamental","pubTime":"2021-06-18 09:07","market":"us","language":"en","title":"Alibaba Stock: The Bottoming Process Looks To Be Forming Already","url":"https://stock-news.laohu8.com/highlight/detail?id=1175693382","media":"seekingalpha","summary":"Alibaba is probably the most undervalued growth stock right now.The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.The short term technical picture may be turning bullish with a potential double bottom price action signal.When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Alibaba is probably the most undervalued growth stock right now.</li>\n <li>The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.</li>\n <li>The short term technical picture may be turning bullish with a potential double bottom price action signal.</li>\n <li>We discuss the company’s multiple growth drivers and let investors judge for themselves.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05e63c77d4f3f3dc3d618e43044638bb\" tg-width=\"768\" tg-height=\"512\"><span>Yongyuan Dai/iStock Unreleased via Getty Images</span></p>\n<p><b>The Technical Thesis</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7febf6ed056b0e3bc038321cdaad9b1c\" tg-width=\"1280\" tg-height=\"782\"><span>Source: TradingView</span></p>\n<p>Alibaba’s stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.</p>\n<p><b>BABA's Fundamental Thesis: Rapidly Expanding Growth Drivers</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eba49f5881708929949c30628eedc5d4\" tg-width=\"934\" tg-height=\"578\"><span>Annual GMV. Data source: Company filings</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d6c4ed3e2402f5af52b2dea8bab411\" tg-width=\"836\" tg-height=\"517\"><span>Annual e-commerce revenue. Data source: Company filings</span></p>\n<p>BABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.</p>\n<p>Even though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffe2dee43f267e1d1399c68e3ca60f36\" tg-width=\"600\" tg-height=\"371\"><span>E-commerce revenue in the U.S. Data source: Statista</span></p>\n<p>When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d5a8d0d8a6a2dcdf667a6f33c6c9771\" tg-width=\"1280\" tg-height=\"702\"><span>Peers EBIT Margin and Projected EBIT Margin. Data source: S&P Capital IQ</span></p>\n<p>Even though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&A, and therefore skewed its EBIT margin to the downside.</p>\n<p>One important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of 823M AAC in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only 100M AAC in Q2’C17 as compared to BABA’s 466M AAC in the same period.</p>\n<p>Therefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b83b69b08b1f4b11a26393c8e6eead5\" tg-width=\"600\" tg-height=\"371\"><span>Market size of community group buying in China. Data source: iiMedia Research</span></p>\n<p>Even though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b97b2b4a8a182dc9846d8fb7e4039877\" tg-width=\"1280\" tg-height=\"770\"><span>PDD profitability metrics & revenue growth forecast. Data source: S&P Capital IQ</span></p>\n<p>We could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aadc32155b4108426a1a982e3b5b1c2\" tg-width=\"640\" tg-height=\"360\"><span>China public cloud spending. Source:China Internet Watch; Canalys</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c1538b9f7bdc8d6d35a72d9acf8ecbc\" tg-width=\"600\" tg-height=\"371\"><span>Size of China public cloud market. Data source: CAICT; Sina.com.cn</span></p>\n<p>BABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06198c569504bc303c34563041dfb294\" tg-width=\"600\" tg-height=\"371\"><span>Worldwide public cloud spending. Data source: Gartner</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8482037f60575f964053ab732496bee3\" tg-width=\"1176\" tg-height=\"700\"><span>Worldwide public cloud market share. Source:CnTechPost; Gartner</span></p>\n<p>Therefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.</p>\n<p><b>BABA's Valuations Look Highly Compelling</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62a087c4b3ef7efc2c5dde813e3b959d\" tg-width=\"1000\" tg-height=\"600\"><span>NTM TEV / EBIT 3Y range.</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2605c0e5ad364a7a43929fef204595c\" tg-width=\"1280\" tg-height=\"687\"><span>EV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&P Capital IQ</span></p>\n<p>When we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27873e676dfb23c98d4a69aa5861e02\" tg-width=\"1280\" tg-height=\"1117\"><span>Peers EV / EBIT Valuations. Data source: S&P Capital IQ</span></p>\n<p>By using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.</p>\n<p><b>Risks to Assumptions</b></p>\n<p>Now, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.</p>\n<p><b>Wrapping It All Up</b></p>\n<p>Alibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Stock: The Bottoming Process Looks To Be Forming Already</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\">\nAlibaba Stock: The Bottoming Process Looks To Be Forming Already\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 09:07 GMT+8 <a href=https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short...</p>\n\n<a href=\"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175693382","content_text":"Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short term technical picture may be turning bullish with a potential double bottom price action signal.\nWe discuss the company’s multiple growth drivers and let investors judge for themselves.\n\nYongyuan Dai/iStock Unreleased via Getty Images\nThe Technical Thesis\nSource: TradingView\nAlibaba’s stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.\nBABA's Fundamental Thesis: Rapidly Expanding Growth Drivers\nAnnual GMV. Data source: Company filings\nAnnual e-commerce revenue. Data source: Company filings\nBABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.\nEven though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.\nE-commerce revenue in the U.S. Data source: Statista\nWhen we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.\nPeers EBIT Margin and Projected EBIT Margin. Data source: S&P Capital IQ\nEven though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&A, and therefore skewed its EBIT margin to the downside.\nOne important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of 823M AAC in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only 100M AAC in Q2’C17 as compared to BABA’s 466M AAC in the same period.\nTherefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.\nMarket size of community group buying in China. Data source: iiMedia Research\nEven though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.\nPDD profitability metrics & revenue growth forecast. Data source: S&P Capital IQ\nWe could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.\nChina public cloud spending. Source:China Internet Watch; Canalys\nSize of China public cloud market. Data source: CAICT; Sina.com.cn\nBABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.\nWorldwide public cloud spending. Data source: Gartner\nWorldwide public cloud market share. Source:CnTechPost; Gartner\nTherefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.\nBABA's Valuations Look Highly Compelling\nNTM TEV / EBIT 3Y range.\nEV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&P Capital IQ\nWhen we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.\nPeers EV / EBIT Valuations. Data source: S&P Capital IQ\nBy using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.\nRisks to Assumptions\nNow, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.\nWrapping It All Up\nAlibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"content":"lets go lets go, go big and biggee","text":"lets go lets go, go big and biggee","html":"lets go lets go, go big and biggee"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190459064,"gmtCreate":1620646689258,"gmtModify":1704346045588,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"Not bad not bad","listText":"Not bad not bad","text":"Not bad not bad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/190459064","repostId":"1127437077","repostType":4,"isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"content":"more and more gloves!","text":"more and more gloves!","html":"more and more gloves!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830357283,"gmtCreate":1629017743342,"gmtModify":1676529911722,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"Run alr guys.. please run first","listText":"Run alr guys.. please run first","text":"Run alr guys.. please run first","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/830357283","repostId":"2159145532","repostType":4,"isVote":1,"tweetType":1,"viewCount":833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170703843,"gmtCreate":1626448922282,"gmtModify":1703760476751,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"Did anyone ask them what happens to these stock tokens after the end date?","listText":"Did anyone ask them what happens to these stock tokens after the end date?","text":"Did anyone ask them what happens to these stock tokens after the end date?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/170703843","repostId":"1166259454","repostType":4,"repost":{"id":"1166259454","kind":"news","pubTimestamp":1626438129,"share":"https://ttm.financial/m/news/1166259454?lang=&edition=fundamental","pubTime":"2021-07-16 20:22","market":"us","language":"en","title":"Cryptocurrency Exchange Binance to Stop Support for Stock Tokens","url":"https://stock-news.laohu8.com/highlight/detail?id=1166259454","media":"Bloomberg","summary":"Binance Holdings Ltd. is phasing out support for stock tokens just a few months after the cryptocurr","content":"<p>Binance Holdings Ltd. is phasing out support for stock tokens just a few months after the cryptocurrency exchange started to offer the product.</p>\n<p>The products, which were launched in April and are issued and sold by CM-Equity AG, are tokenized versions of stocks like Apple Inc., Tesla Inc. and Coinbase Global Inc. Hong Kong’s Securities and Futures Commission said Friday that it considers the tokens securities and that no Binance affiliates are licensed or registered to conduct “regulated activity” in Hong Kong.</p>\n<p>Stock tokens attracted concerns almost immediately. A report just a couple of weeks after the launch from CoinDesk noted that regulators in places like the U.K. and Hong Kong had already been examining the offerings.</p>\n<p>“We will be winding down support for stock tokens on Binance.com to shift our commercial focus to other product offerings,” Binance said in a blog post Friday. “Effective immediately, stock tokens are unavailable for purchase on Binance.com, and Binance.com will no longer support any stock tokens” after Oct. 14.</p>\n<p>Binance, the biggest crypto exchange by reported turnover, has had a difficult few months on the regulatory front. Several U.S. agencies are probing the company, Bloomberg News has reported. The U.K. recently issued restrictions on an affiliate, and Thailand filed a criminal complaint against the firm for operating without a license.</p>\n<p>Binance users who currently hold stock tokens may sell or hold them over the next 90 days, the blog post said.</p>","source":"lsy1612507957220","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>Cryptocurrency Exchange Binance to Stop Support for Stock Tokens</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\">\nCryptocurrency Exchange Binance to Stop Support for Stock Tokens\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-16 20:22 GMT+8 <a href=https://finance.yahoo.com/news/cryptocurrency-exchange-binance-stop-support-114951076.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Binance Holdings Ltd. is phasing out support for stock tokens just a few months after the cryptocurrency exchange started to offer the product.\nThe products, which were launched in April and are ...</p>\n\n<a href=\"https://finance.yahoo.com/news/cryptocurrency-exchange-binance-stop-support-114951076.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://finance.yahoo.com/news/cryptocurrency-exchange-binance-stop-support-114951076.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166259454","content_text":"Binance Holdings Ltd. is phasing out support for stock tokens just a few months after the cryptocurrency exchange started to offer the product.\nThe products, which were launched in April and are issued and sold by CM-Equity AG, are tokenized versions of stocks like Apple Inc., Tesla Inc. and Coinbase Global Inc. Hong Kong’s Securities and Futures Commission said Friday that it considers the tokens securities and that no Binance affiliates are licensed or registered to conduct “regulated activity” in Hong Kong.\nStock tokens attracted concerns almost immediately. A report just a couple of weeks after the launch from CoinDesk noted that regulators in places like the U.K. and Hong Kong had already been examining the offerings.\n“We will be winding down support for stock tokens on Binance.com to shift our commercial focus to other product offerings,” Binance said in a blog post Friday. “Effective immediately, stock tokens are unavailable for purchase on Binance.com, and Binance.com will no longer support any stock tokens” after Oct. 14.\nBinance, the biggest crypto exchange by reported turnover, has had a difficult few months on the regulatory front. Several U.S. agencies are probing the company, Bloomberg News has reported. The U.K. recently issued restrictions on an affiliate, and Thailand filed a criminal complaint against the firm for operating without a license.\nBinance users who currently hold stock tokens may sell or hold them over the next 90 days, the blog post said.","news_type":1,"symbols_score_info":{"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158100090,"gmtCreate":1625133242410,"gmtModify":1703736806022,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"Haha no, it is too high, IMO","listText":"Haha no, it is too high, IMO","text":"Haha no, it is too high, IMO","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/158100090","repostId":"1152226778","repostType":4,"repost":{"id":"1152226778","kind":"news","pubTimestamp":1625130665,"share":"https://ttm.financial/m/news/1152226778?lang=&edition=fundamental","pubTime":"2021-07-01 17:11","market":"us","language":"en","title":"Is Tesla's Current Price Sustainable With The Upcoming Rate Hikes?","url":"https://stock-news.laohu8.com/highlight/detail?id=1152226778","media":"seekingalpha","summary":"The latest FOMC meeting confirmed that the imminent rate hikes might be coming sooner than expected.The quarterly projections showed that the FOMC anticipates two interest rate increases by the end of 2023, inching towards a target rate of 2.5% in the longer term.We believe the California-based EV maker’s current stock price is already reflective of its upside potential, with the potential impact from upcoming rate hikes already priced in.Based on Tesla’s current debt maturity profile, the compa","content":"<p><b>Summary</b></p>\n<ul>\n <li>The latest FOMC meeting confirmed that the imminent rate hikes might be coming sooner than expected.</li>\n <li>The quarterly projections showed that the FOMC anticipates two interest rate increases by the end of 2023, inching towards a target rate of 2.5% in the longer term.</li>\n <li>With growth stocks benefiting from the past year of low rates, investors are now left wondering how the upcoming rate hikes will impact Tesla's price performance in the near term.</li>\n <li>We believe the California-based EV maker’s current stock price is already reflective of its upside potential, with the potential impact from upcoming rate hikes already priced in.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f7774639ba18b73c8fc7e00f439fee7\" tg-width=\"1536\" tg-height=\"1036\"><span>Justin Sullivan/Getty Images News</span></p>\n<p>Federal Reserve Chair Jerome Powell has confirmed last week that the anticipated timing and pace of interest rate hikes from the current near-zero levels will be pulled forward in response to increasing inflation risks. The quarterly projections showed that the FOMC anticipatestwo interest rate increases by the end of 2023 as opposed to the initially expected timeline of 2024; and the rate hikes will inch towards a target rate of approximately 2.5% in the longer term, akin to the last rate-hike cycle observed between 2015 and 2018.</p>\n<p>With growth stocks across the disruptive technology industry, including the electric vehicles (“EV”) sector, benefiting from the past year of low rates, investors have begun to question how the upcoming interest rate increases will impact prospects moving forward. The market has already pulled back from its peak in February following a growth stock sell-off triggered by the jump in government bond yields – notable names within the EV sector, including industry leader Tesla (NASDAQ: TSLA), have been down by more than 20% since. While investors continue to wonder how the upcoming rate hikes will impact Tesla, we believe the California-based EV maker’s current stock price is already reflective of its upside potential and the impact from upcoming rate hikes. The following analysis will showcase how we have arrived at our thesis, and also quantify the potential impact that the upcoming interest rate increases will have on Tesla’s valuation.</p>\n<p><b>The Impact on Tesla’s Effective Interest Rate and WACC</b></p>\n<p>In 2020, Tesla reported annual interest expenses of $748 million, representing approximately 5% of their portfolio of outstanding debt (excluding finance leases). This represents a spread of approximately 350 bps on the current 10-year Treasury yield of approximately 1.5%, which is consistent with the spread to benchmark Treasury of 320 bps on Tesla’s latest issuance of the fixed-rate 2025 Senior Notes.</p>\n<p>Based on Tesla’s current debt maturity profile, the company will likely be refinancing a large portion of their debt coming due between 2022 and 2025 in order to support their ongoing capex needs on the construction of new manufacturing plants, as well as R&D spending on technological advancements related to battery cells and autonomous driving. The potential refinancing timeline also coincides with the projected timeline of federal fund rate hikes based on the FOMC’s latest meeting on June 16th.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa95de982d7206e7e375327930ed6548\" tg-width=\"640\" tg-height=\"281\"><span>Source: Bloomberg</span></p>\n<p>In order to forecast the new cost on Tesla’s future debt refinancing, we have used the historical rate hike trend observed between 2015 and 2018 as a proxy for the timing and extent of upcoming rate increases, and the related historical 10-year Treasury yields as a proxy for projected benchmark Treasury. On this basis, the projected 10-year Treasury yield could exceed 3% by 2025 following the upcoming rate increases.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/908c2e971f129f9c0b082ac40922ce54\" tg-width=\"640\" tg-height=\"180\"><span>Source: Author, with data from treasury.gov</span></p>\n<p>By adding Tesla’s historical spread of 350 bps to the forecasted benchmark Treasury yield of up to 3% as analyzed above, the effective interest rate that Tesla is expected to pay on their debt profile could rise from the current 5% up to more than 6.5% by 2024 to 2030. Taking this into consideration, we are forecasting interest expense of approximately $534 million by the end of 2021, with growth towards $660 million on an annual basis by the end of the decade, assuming $9.5 billion to $10 billion of outstanding debt based on Tesla’s current capital structure. Based on these projections, the upcoming rate increase’s impact on Tesla’s bottom line will be approximately $126 million of incremental interest expenses on an annual basis from 2026 onwards.</p>\n<p>The upcoming rate hikes will also increase the weighted average cost of capital (“WACC”) used to discount the Tesla’s projected free cash flows, which will result in material changes to the company’s valuation. Considering the forecasted increase of Tesla’s effective interest rate on debt to 6.5% on a forward-looking basis and a risk-free rate of 2.5% based on projected 10-year Treasury yield post rate-hikes, Tesla’s company-specific risk premium (“CSRP”) used to compute the WACC would be approximately 4%. The weighted average cost of debt used to compute the WACC would also increase to approximately 7%. This would accordingly result in a WACC of 16% based on Tesla’s current debt-to-equity capital structure:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4978fdd429f8a0eb118e1e007629e0af\" tg-width=\"491\" tg-height=\"572\"><span>Source: Author, with data from our internal valuation model (Tesla_-_Valuation.pdf).</span></p>\n<p><b>The Impact on Tesla’s Valuation</b></p>\n<p>In order to evaluate the above-derived WACC’s impact on Tesla’s valuation, we have performed a 10-year discounted cash flow (“DCF”) analysis based on the company’s projected financials. The following will first briefly discuss the growth assumptions used in our projected financials for Tesla over the 10-year discrete period. Then, we will proceed to explain the inputs used in our DCF analysis and compute our valuation for Tesla.</p>\n<p><b>Financial Projections</b></p>\n<p>In our base case forecast, we have applied conservative growth assumptions based on Tesla’s current business environment and growth initiatives, as well as market outlooks obtained from external research.</p>\n<p>With government intervention through implementation of strict climate change policies and favourable financial incentives, combined with technological advances made to battery cells and charging infrastructure to extend the travel range of EVs, consumer perception of the new mode of transportation has significantly improved in recent years. Global EV sales are expected to outpace gasoline engines by 2033, which is at least five years earlier than the initial timeline based on narratives from just a few months ago. The industry is projected to grow at a compounded annual growth rate (“CAGR”) of 21.1% into the end of the decade, with China representing the largest market.</p>\n<p><b>Projected Revenues and Cost of Sales</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c4d9074e98eb2ab8f1ac0c1fd27fd5f\" tg-width=\"640\" tg-height=\"182\"><span>Source: Author, with data from our internal financial forecasts (Tesla_-_Forecasted_Financial_Information.pdf).</span></p>\n<p>Based on the above growth trends observed across the EV sector, we are projecting revenues generated from the sale and leasing of Tesla vehicles to grow at a CAGR of approximately 20% into FY 2030; this is consistent with the company’s growing presence in the Chinese market, as well as the continuous ramp up in vehicle production and sales observed over the past year and in recent months. We are forecasting automotive revenues to increase by 43% year-over-year to approximately $38.9 billion by the end of 2021, and reach $149 billion by 2030 based on the 20% CAGR. And combined with the anticipated growth of ancillary revenues generated from Tesla’s energy and other services business segments, we are forecasting total revenues of $44.6 billion by the end of the year, and $155 billion by the end of the decade, representing a projected CAGR of 18% into 2030.</p>\n<p>Cost of revenues as a percentage of total revenues are expected to improve slightly over time due to cost efficiencies achieved through economies of scale as Tesla’s vehicle and energy generation / storage solutions sales continue to ramp up. We are forecasting total cost of revenues to increase at a CAGR of 17% into 2030, which is in line with our revenue growth projections. This would accordingly result in projected cost of revenues of $34.9 billion by the end of the year and $116.5 billion by 2030, representing gross profit margin improvements from 21% in 2020 to approximately 25% by 2030 which is in line with guidance observed across industry peers such as Lucid Motors (NYSE: CCIV).</p>\n<p><b>Projected Operating Expenses and Other Expenses</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0331422e2460dc16d5c0242f4c340e6b\" tg-width=\"640\" tg-height=\"171\"><span>Source: Author, with data from our internal financial forecasts.</span></p>\n<p>In terms of operating expenses, R&D spending in the foreseeable future are expected to remain consistent with prior years’ at 6% of total revenues to support Tesla’s ongoing advancements in battery cell and self-driving technology development. Meanwhile, selling, general and administrative expenses are projected to maintain at 10% of total revenues moving forward, which is in line with Tesla’s historical cost structure as well as industry trends.</p>\n<p>With regards to financing costs, annual interest expenses are expected to fall between $534 million to $660 million from 2021 to 2030. As mentioned in earlier sections, the projections are derived based on the upcoming interest rate hikes, as well as Tesla’s current and projected capital structure.</p>\n<p><b>Projected Earnings</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10005a4400d3aa94640f0aef231c1d17\" tg-width=\"640\" tg-height=\"174\"><span>Source: Author, with data from our internal financial forecasts.</span></p>\n<p>Based on the above considerations, our base case forecast is predicting net income of $1.8 billion by the end of the fiscal year, with expected growth at a CAGR of 20% towards $11.5 billion by 2030.</p>\n<p><i>i. Base Case Financial Forecasts:</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35473010e1cc5df0c616097988dfaa09\" tg-width=\"640\" tg-height=\"289\"><span>Source: Author, with data from our internal financial forecasts.</span></p>\n<p><b>Discounted Cash Flow Analysis</b></p>\n<p>Building on our financial forecasts above, our price target for Tesla is $659.81 based on an estimated equity value of approximately $635.6 billion. Based on our valuation's proximity to Tesla's last traded share price of $688.72 on June 28th, we believe the stock is reasonably priced at the moment.</p>\n<p>Our valuation is derived from a 10-year DCF analysis in conjunction with the above forecasted financial information. The base case valuation assumes a 127.4x EV/EBITDA exit multiple, which is consistent with the level at which the stock is currently traded at on a forward-looking basis. We have applied a WACC of 16%, as derived in the beginning of our analysis based on Tesla’s current risk profile, capital structure, and impacts from upcoming rate increases, to arrive at our projected price target.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d66d22e46a3425930bc55248c986506c\" tg-width=\"640\" tg-height=\"256\"><span>Source: Author, with data from our internal valuation model.</span></p>\n<p><b>Quantifying the Impact of Rate Hikes on Tesla’s Valuation</b></p>\n<p>In order to quantify the potential impact of upcoming interest rate increases on Tesla’s valuation, we have also performed a sensitivity analysis using a WACC of 14% derived based on the company’s current effective interest rate of 5%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb6400c48431579fcfd2259ce38add7e\" tg-width=\"488\" tg-height=\"574\"><span>Source: Author, with data from our internal valuation model.</span></p>\n<p>Holding the forecasted cash flow streams and exit multiple used in our DCF analysis above constant, a WACC of 14% would yield an equity value of approximately $732.6 billion, or $760.50 per share. This drives a difference in value of $97.0 billion, or $100.69 per share, compared to our valuation using a WACC of 16%. The difference accordingly represents the potential quantified impact that the upcoming rate hikes will have on Tesla’s intrinsic value.</p>\n<p><img src=\"https://static.tigerbbs.com/89b9d1a9076dd44b53f3963a3d2ed78a\" tg-width=\"640\" tg-height=\"305\" referrerpolicy=\"no-referrer\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd4f3b2983533614315d42e0bf12c40d\" tg-width=\"640\" tg-height=\"242\"><span>Source: Author, with data from our internal valuation model.</span></p>\n<p><b>Conclusion</b></p>\n<p>Based on the foregoing analysis, we believe Tesla’s current share price is reasonably reflective of the company’s upside potential, with the upcoming interest rate increase impacts to their intrinsic value already priced in. As such, we are assigning a Neutral Rating on the stock at this time.</p>\n<p>However, as discussed in our analysis of Tesla's financial projections, the company's ongoing developments to their proprietary battery cell and self-driving technology make them a leading contestant in the global EV arms race. And Tesla's future commercialized deployment of said technologies will be critical catalysts for price appreciations that could compensate beyond the impact from upcoming rate hikes in the long-run. The fast-approaching release of second quarter results and delivery updates will also be a tell-tale of where Tesla currently stands, and a near-term catalyst to look out for.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Tesla's Current Price Sustainable With The Upcoming 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\">\nIs Tesla's Current Price Sustainable With The Upcoming Rate Hikes?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 17:11 GMT+8 <a href=https://seekingalpha.com/article/4437304-is-teslas-current-price-sustainable-with-the-upcoming-rate-hikes><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe latest FOMC meeting confirmed that the imminent rate hikes might be coming sooner than expected.\nThe quarterly projections showed that the FOMC anticipates two interest rate increases by ...</p>\n\n<a href=\"https://seekingalpha.com/article/4437304-is-teslas-current-price-sustainable-with-the-upcoming-rate-hikes\">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/4437304-is-teslas-current-price-sustainable-with-the-upcoming-rate-hikes","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152226778","content_text":"Summary\n\nThe latest FOMC meeting confirmed that the imminent rate hikes might be coming sooner than expected.\nThe quarterly projections showed that the FOMC anticipates two interest rate increases by the end of 2023, inching towards a target rate of 2.5% in the longer term.\nWith growth stocks benefiting from the past year of low rates, investors are now left wondering how the upcoming rate hikes will impact Tesla's price performance in the near term.\nWe believe the California-based EV maker’s current stock price is already reflective of its upside potential, with the potential impact from upcoming rate hikes already priced in.\n\nJustin Sullivan/Getty Images News\nFederal Reserve Chair Jerome Powell has confirmed last week that the anticipated timing and pace of interest rate hikes from the current near-zero levels will be pulled forward in response to increasing inflation risks. The quarterly projections showed that the FOMC anticipatestwo interest rate increases by the end of 2023 as opposed to the initially expected timeline of 2024; and the rate hikes will inch towards a target rate of approximately 2.5% in the longer term, akin to the last rate-hike cycle observed between 2015 and 2018.\nWith growth stocks across the disruptive technology industry, including the electric vehicles (“EV”) sector, benefiting from the past year of low rates, investors have begun to question how the upcoming interest rate increases will impact prospects moving forward. The market has already pulled back from its peak in February following a growth stock sell-off triggered by the jump in government bond yields – notable names within the EV sector, including industry leader Tesla (NASDAQ: TSLA), have been down by more than 20% since. While investors continue to wonder how the upcoming rate hikes will impact Tesla, we believe the California-based EV maker’s current stock price is already reflective of its upside potential and the impact from upcoming rate hikes. The following analysis will showcase how we have arrived at our thesis, and also quantify the potential impact that the upcoming interest rate increases will have on Tesla’s valuation.\nThe Impact on Tesla’s Effective Interest Rate and WACC\nIn 2020, Tesla reported annual interest expenses of $748 million, representing approximately 5% of their portfolio of outstanding debt (excluding finance leases). This represents a spread of approximately 350 bps on the current 10-year Treasury yield of approximately 1.5%, which is consistent with the spread to benchmark Treasury of 320 bps on Tesla’s latest issuance of the fixed-rate 2025 Senior Notes.\nBased on Tesla’s current debt maturity profile, the company will likely be refinancing a large portion of their debt coming due between 2022 and 2025 in order to support their ongoing capex needs on the construction of new manufacturing plants, as well as R&D spending on technological advancements related to battery cells and autonomous driving. The potential refinancing timeline also coincides with the projected timeline of federal fund rate hikes based on the FOMC’s latest meeting on June 16th.\nSource: Bloomberg\nIn order to forecast the new cost on Tesla’s future debt refinancing, we have used the historical rate hike trend observed between 2015 and 2018 as a proxy for the timing and extent of upcoming rate increases, and the related historical 10-year Treasury yields as a proxy for projected benchmark Treasury. On this basis, the projected 10-year Treasury yield could exceed 3% by 2025 following the upcoming rate increases.\nSource: Author, with data from treasury.gov\nBy adding Tesla’s historical spread of 350 bps to the forecasted benchmark Treasury yield of up to 3% as analyzed above, the effective interest rate that Tesla is expected to pay on their debt profile could rise from the current 5% up to more than 6.5% by 2024 to 2030. Taking this into consideration, we are forecasting interest expense of approximately $534 million by the end of 2021, with growth towards $660 million on an annual basis by the end of the decade, assuming $9.5 billion to $10 billion of outstanding debt based on Tesla’s current capital structure. Based on these projections, the upcoming rate increase’s impact on Tesla’s bottom line will be approximately $126 million of incremental interest expenses on an annual basis from 2026 onwards.\nThe upcoming rate hikes will also increase the weighted average cost of capital (“WACC”) used to discount the Tesla’s projected free cash flows, which will result in material changes to the company’s valuation. Considering the forecasted increase of Tesla’s effective interest rate on debt to 6.5% on a forward-looking basis and a risk-free rate of 2.5% based on projected 10-year Treasury yield post rate-hikes, Tesla’s company-specific risk premium (“CSRP”) used to compute the WACC would be approximately 4%. The weighted average cost of debt used to compute the WACC would also increase to approximately 7%. This would accordingly result in a WACC of 16% based on Tesla’s current debt-to-equity capital structure:\nSource: Author, with data from our internal valuation model (Tesla_-_Valuation.pdf).\nThe Impact on Tesla’s Valuation\nIn order to evaluate the above-derived WACC’s impact on Tesla’s valuation, we have performed a 10-year discounted cash flow (“DCF”) analysis based on the company’s projected financials. The following will first briefly discuss the growth assumptions used in our projected financials for Tesla over the 10-year discrete period. Then, we will proceed to explain the inputs used in our DCF analysis and compute our valuation for Tesla.\nFinancial Projections\nIn our base case forecast, we have applied conservative growth assumptions based on Tesla’s current business environment and growth initiatives, as well as market outlooks obtained from external research.\nWith government intervention through implementation of strict climate change policies and favourable financial incentives, combined with technological advances made to battery cells and charging infrastructure to extend the travel range of EVs, consumer perception of the new mode of transportation has significantly improved in recent years. Global EV sales are expected to outpace gasoline engines by 2033, which is at least five years earlier than the initial timeline based on narratives from just a few months ago. The industry is projected to grow at a compounded annual growth rate (“CAGR”) of 21.1% into the end of the decade, with China representing the largest market.\nProjected Revenues and Cost of Sales\nSource: Author, with data from our internal financial forecasts (Tesla_-_Forecasted_Financial_Information.pdf).\nBased on the above growth trends observed across the EV sector, we are projecting revenues generated from the sale and leasing of Tesla vehicles to grow at a CAGR of approximately 20% into FY 2030; this is consistent with the company’s growing presence in the Chinese market, as well as the continuous ramp up in vehicle production and sales observed over the past year and in recent months. We are forecasting automotive revenues to increase by 43% year-over-year to approximately $38.9 billion by the end of 2021, and reach $149 billion by 2030 based on the 20% CAGR. And combined with the anticipated growth of ancillary revenues generated from Tesla’s energy and other services business segments, we are forecasting total revenues of $44.6 billion by the end of the year, and $155 billion by the end of the decade, representing a projected CAGR of 18% into 2030.\nCost of revenues as a percentage of total revenues are expected to improve slightly over time due to cost efficiencies achieved through economies of scale as Tesla’s vehicle and energy generation / storage solutions sales continue to ramp up. We are forecasting total cost of revenues to increase at a CAGR of 17% into 2030, which is in line with our revenue growth projections. This would accordingly result in projected cost of revenues of $34.9 billion by the end of the year and $116.5 billion by 2030, representing gross profit margin improvements from 21% in 2020 to approximately 25% by 2030 which is in line with guidance observed across industry peers such as Lucid Motors (NYSE: CCIV).\nProjected Operating Expenses and Other Expenses\nSource: Author, with data from our internal financial forecasts.\nIn terms of operating expenses, R&D spending in the foreseeable future are expected to remain consistent with prior years’ at 6% of total revenues to support Tesla’s ongoing advancements in battery cell and self-driving technology development. Meanwhile, selling, general and administrative expenses are projected to maintain at 10% of total revenues moving forward, which is in line with Tesla’s historical cost structure as well as industry trends.\nWith regards to financing costs, annual interest expenses are expected to fall between $534 million to $660 million from 2021 to 2030. As mentioned in earlier sections, the projections are derived based on the upcoming interest rate hikes, as well as Tesla’s current and projected capital structure.\nProjected Earnings\nSource: Author, with data from our internal financial forecasts.\nBased on the above considerations, our base case forecast is predicting net income of $1.8 billion by the end of the fiscal year, with expected growth at a CAGR of 20% towards $11.5 billion by 2030.\ni. Base Case Financial Forecasts:\nSource: Author, with data from our internal financial forecasts.\nDiscounted Cash Flow Analysis\nBuilding on our financial forecasts above, our price target for Tesla is $659.81 based on an estimated equity value of approximately $635.6 billion. Based on our valuation's proximity to Tesla's last traded share price of $688.72 on June 28th, we believe the stock is reasonably priced at the moment.\nOur valuation is derived from a 10-year DCF analysis in conjunction with the above forecasted financial information. The base case valuation assumes a 127.4x EV/EBITDA exit multiple, which is consistent with the level at which the stock is currently traded at on a forward-looking basis. We have applied a WACC of 16%, as derived in the beginning of our analysis based on Tesla’s current risk profile, capital structure, and impacts from upcoming rate increases, to arrive at our projected price target.\nSource: Author, with data from our internal valuation model.\nQuantifying the Impact of Rate Hikes on Tesla’s Valuation\nIn order to quantify the potential impact of upcoming interest rate increases on Tesla’s valuation, we have also performed a sensitivity analysis using a WACC of 14% derived based on the company’s current effective interest rate of 5%.\nSource: Author, with data from our internal valuation model.\nHolding the forecasted cash flow streams and exit multiple used in our DCF analysis above constant, a WACC of 14% would yield an equity value of approximately $732.6 billion, or $760.50 per share. This drives a difference in value of $97.0 billion, or $100.69 per share, compared to our valuation using a WACC of 16%. The difference accordingly represents the potential quantified impact that the upcoming rate hikes will have on Tesla’s intrinsic value.\n\nSource: Author, with data from our internal valuation model.\nConclusion\nBased on the foregoing analysis, we believe Tesla’s current share price is reasonably reflective of the company’s upside potential, with the upcoming interest rate increase impacts to their intrinsic value already priced in. As such, we are assigning a Neutral Rating on the stock at this time.\nHowever, as discussed in our analysis of Tesla's financial projections, the company's ongoing developments to their proprietary battery cell and self-driving technology make them a leading contestant in the global EV arms race. And Tesla's future commercialized deployment of said technologies will be critical catalysts for price appreciations that could compensate beyond the impact from upcoming rate hikes in the long-run. The fast-approaching release of second quarter results and delivery updates will also be a tell-tale of where Tesla currently stands, and a near-term catalyst to look out for.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192188270,"gmtCreate":1621162706190,"gmtModify":1704353511582,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"Speculation brings about good times for newspapers","listText":"Speculation brings about good times for newspapers","text":"Speculation brings about good times for newspapers","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/192188270","repostId":"1163454382","repostType":4,"repost":{"id":"1163454382","kind":"news","pubTimestamp":1621004581,"share":"https://ttm.financial/m/news/1163454382?lang=&edition=fundamental","pubTime":"2021-05-14 23:03","market":"us","language":"en","title":"Why AMC Entertainment Stock Jumped Again Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=1163454382","media":"Motley Fool","summary":"AMC investors have reason for more optimism on the heels of another capital raise.Yesterday's jump came after the company announcedit raised $428 million. First, the Centers for Disease Control and Prevention issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.This should allow theaters to open back up at full capacity and be a desirable destination for vaccinat","content":"<blockquote>\n <b>AMC investors have reason for more optimism on the heels of another capital raise.</b>\n</blockquote>\n<p><b>What happened</b></p>\n<p>A day after<b>AMC Entertainment Holdings</b>(NYSE:AMC)</p>\n<p><b>So what</b></p>\n<p>Yesterday's jump came after the company announcedit raised $428 million</p>\n<p>First, the Centers for Disease Control and Prevention (CDC) issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.</p>\n<p>This should allow theaters to open back up at full capacity and be a desirable destination for vaccinated movie patrons. Also yesterday,<b>Walt Disney</b>(NYSE:DIS)announced its quarterly earnings report, and CEO Bob Chapek noted \"increased production at our studios.\" While that is a positive for theater operators, Disney also reported disappointing subscriber growth in itsstreaming services.</p>\n<p><b>Now what</b></p>\n<p>Lower streaming subscriptions could be a positive sign for the theater business. As vaccinations continue to roll out, and with the CDC now officially giving its approval to gather indoors with crowds and without masks, theater attendance may resume quickly.</p>\n<p>Vaccinations are going to drive people back to activities outside the home. Movie theaters are likely to be a favorite destination after more than a year of mostly watching at home. On the heels of another capital raise, AMC investors may be thinking this company finally has a promising path ahead.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why AMC Entertainment Stock Jumped Again 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 AMC Entertainment Stock Jumped Again Friday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-14 23:03 GMT+8 <a href=https://www.fool.com/investing/2021/05/14/why-amc-entertainment-stock-jumped-again-friday/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMC investors have reason for more optimism on the heels of another capital raise.\n\nWhat happened\nA day afterAMC Entertainment Holdings(NYSE:AMC)\nSo what\nYesterday's jump came after the company ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/14/why-amc-entertainment-stock-jumped-again-friday/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/05/14/why-amc-entertainment-stock-jumped-again-friday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163454382","content_text":"AMC investors have reason for more optimism on the heels of another capital raise.\n\nWhat happened\nA day afterAMC Entertainment Holdings(NYSE:AMC)\nSo what\nYesterday's jump came after the company announcedit raised $428 million\nFirst, the Centers for Disease Control and Prevention (CDC) issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.\nThis should allow theaters to open back up at full capacity and be a desirable destination for vaccinated movie patrons. Also yesterday,Walt Disney(NYSE:DIS)announced its quarterly earnings report, and CEO Bob Chapek noted \"increased production at our studios.\" While that is a positive for theater operators, Disney also reported disappointing subscriber growth in itsstreaming services.\nNow what\nLower streaming subscriptions could be a positive sign for the theater business. As vaccinations continue to roll out, and with the CDC now officially giving its approval to gather indoors with crowds and without masks, theater attendance may resume quickly.\nVaccinations are going to drive people back to activities outside the home. Movie theaters are likely to be a favorite destination after more than a year of mostly watching at home. On the heels of another capital raise, AMC investors may be thinking this company finally has a promising path ahead.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108093828,"gmtCreate":1619955986064,"gmtModify":1704336753221,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"Onwards and ahead Berkshire!!","listText":"Onwards and ahead Berkshire!!","text":"Onwards and ahead Berkshire!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/108093828","repostId":"1103106179","repostType":4,"isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939248671,"gmtCreate":1662124903794,"gmtModify":1676537003006,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"Stupid proposal lol. If their citizens know that saudi is buying oil from russia for their own use, so they can sell more saudi oil at high prices to europe. Europeans are full of face and less of brains","listText":"Stupid proposal lol. If their citizens know that saudi is buying oil from russia for their own use, so they can sell more saudi oil at high prices to europe. Europeans are full of face and less of brains","text":"Stupid proposal lol. If their citizens know that saudi is buying oil from russia for their own use, so they can sell more saudi oil at high prices to europe. Europeans are full of face and less of brains","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939248671","repostId":"1154269410","repostType":4,"repost":{"id":"1154269410","kind":"news","pubTimestamp":1662124307,"share":"https://ttm.financial/m/news/1154269410?lang=&edition=fundamental","pubTime":"2022-09-02 21:11","market":"fut","language":"en","title":"G-7 Backs Price-Cap Plan for Russian Oil to Limit Revenue","url":"https://stock-news.laohu8.com/highlight/detail?id=1154269410","media":"Bloomberg","summary":"The Group of Seven most industrialized countries said they plan to implement a price cap for global ","content":"<div>\n<p>The Group of Seven most industrialized countries said they plan to implement a price cap for global purchases of Russian oil -- a measure the US hopes will ease energy market pressures and slash ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-09-02/g-7-set-to-back-plan-to-introduce-cap-on-price-of-russian-oil\">Web Link</a>\n\n</div>\n","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>G-7 Backs Price-Cap Plan for Russian Oil to Limit Revenue</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nG-7 Backs Price-Cap Plan for Russian Oil to Limit Revenue\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-02 21:11 GMT+8 <a href=https://www.bloomberg.com/news/articles/2022-09-02/g-7-set-to-back-plan-to-introduce-cap-on-price-of-russian-oil><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Group of Seven most industrialized countries said they plan to implement a price cap for global purchases of Russian oil -- a measure the US hopes will ease energy market pressures and slash ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-09-02/g-7-set-to-back-plan-to-introduce-cap-on-price-of-russian-oil\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2022-09-02/g-7-set-to-back-plan-to-introduce-cap-on-price-of-russian-oil","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154269410","content_text":"The Group of Seven most industrialized countries said they plan to implement a price cap for global purchases of Russian oil -- a measure the US hopes will ease energy market pressures and slash Moscow’s overall revenues.“We confirm our joint political intention to finalize and implement a comprehensive prohibition of services which enable maritime transportation of Russian-origin crude oil and petroleum products globally,” G-7 finance ministers said in a joint statement. “The provision of such services would only be allowed if the oil and petroleum products are purchased at or below a price (“the price cap”) determined by the broad coalition of countries adhering to and implementing the price cap.”The ministers said they plan to implement a price cap in line with the timing of European Union sanctions on Russian oil set to kick in on Dec. 5. The statement, which notes that all EU nations will have to sign off on any sanctions changes, didn’t provide a dollar range for the eventual price cap.“The initial price cap will be set at a level based on a range of technical inputs and will be decided by the full coalition in advance of implementation in each jurisdiction,” the ministers said in the statement. “The price cap will be publicly communicated in a clear and transparent manner.”The G-7 plan, which is part of broader efforts to punish Russia for its military invasion of Ukraine, would allow buyers of Russian oil under a capped price to continue getting crucial services like financing and insurance for tankers.Oil prices slightly pared gains on the news the G-7 was nearing a deal as traders grappled with the probability of such a regime being imposed and any impact that might have.To implement a cap, diplomats will have to convince European Union member nations to amend its sixth round of sanctions on Russia over the invasion of Ukraine -- and that may still prove to be tough. That package, which prohibits the purchase of Russian oil starting Dec. 5, included a ban on the use by third countries of the bloc’s companies for oil-related insurance and financial services.But it remains unclear how effective a price-cap regime would be, particularly since some of Russia’s biggest buyers haven’t agreed to join. India is reluctant to formally join a price-cap scheme, since its industry worries it could lose out to other buyers on the chance to buy discounted Russian crude, according to people familiar with the views of Indian firms.US Deputy Treasury Secretary Wally Adeyemo visited India last month, where he said the coalition for putting a price cap on Russian oil has broadened and a number of countries have joined, while declining to name them.“Quite extensive measures are going to have to be taken to ensure that companies don’t’ find ways around price limitations,” said Richard Watts, the managing director at Geneva commodities trading advisory HR Maritime. “This was the challenge in Iraq’s food-for-oil scheme in the 1990s. The question is how does the G-7 police this?”It also won’t be easy to get the EU’s full backing. Hungary, which has maintained closer relations with Russia, held up agreement on the original sanctions package for weeks as the bloc tried to reach a deal on targeting Russia’s energy sector. Budapest has signaled that it would oppose any oil price cap, signaling another potentially awkward political fight.Russia said Friday that it won’t sell oil to nations that impose a price cap on its oil. “We simply won’t interact with them on such non-market principles,” Kremlin spokesman Dmitry Peskov told reporters on a conference call, adding that Russian oil will find alternative markets.The US and its allies have grappled with how best to sanction Russia after its invasion rattled energy markets and sent crude prices soaring. The G-7 -- which also includes Germany, the UK, France, Italy, Japan and Canada -- pledged earlier this year to curb reliance on Russian energy, including “by phasing out or banning the import of Russian oil.”G-7 leaders announced at a June summit in Elmau, Germany, that they would examine the price cap plan. But German Chancellor Olaf Scholz insists that the price cap can only work properly if it’s introduced globally and supported by more than just the G-7 countries. The backing of big buyers of Russian oil, such as India and Turkey, is seen as particularly crucial.“The price cap fundamentally lacks impact unless the G-7 can persuade the other main buyers (i.e. China, India, Turkey, etc) to sign up,” Christopher Haines, a global crude analyst at consultant Energy Aspects, said in an emailed response to questions. “They are all reluctant despite the offer of exemptions from Western financial and shipping insurance sanctions. Meanwhile Russia will be determined to undermine the policy for both political and economic reasons.”US officials have argued that the price cap could work even if many buyers don’t officially join the coalition, since they could still use the system for leverage in contract negotiations with Moscow to negotiate lower prices.Another key factor will be at what level the price cap is set. U.S. officials have suggested they intend to fix it slightly above Russia’s marginal cost of production, according to a person familiar with the matter, although the final level would depend in part on the global oil price when it comes into effect.White House Press Secretary Karine Jean-Pierre on Thursday said the measure, if adopted, would cut President Vladimir Putin’s oil revenue overall by “forcing down the price of Russian oil to help blunt the impact of Putin’s war at the pump.”","news_type":1,"symbols_score_info":{"CLmain":0.9,"BZmain":0.9}},"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905359854,"gmtCreate":1659833654681,"gmtModify":1703766814442,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"Wow still so big","listText":"Wow still so big","text":"Wow still so big","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905359854","repostId":"1165908204","repostType":4,"repost":{"id":"1165908204","kind":"news","pubTimestamp":1659788153,"share":"https://ttm.financial/m/news/1165908204?lang=&edition=fundamental","pubTime":"2022-08-06 20:15","market":"us","language":"en","title":"Berkshire Hathaway Scales Back Share Repurchases to $1.0B, Operating Earnings Gain","url":"https://stock-news.laohu8.com/highlight/detail?id=1165908204","media":"Seeking Alpha","summary":"Berkshire Hathaway (NYSE:BRK.B) (BRK.B) Q2 operating earnings rose 32% from the previous quarter and","content":"<html><head></head><body><p>Berkshire Hathaway (NYSE:BRK.B) (BRK.B) Q2 operating earnings rose 32% from the previous quarter and 39% from a year ago, on strength from all its major operating divisions. Slumping equity markets in the quarter, though, caused the company to record investment and derivative losses, resulting in a net loss for the quarter, almost all of which is unrealized.</p><p>The company scaled back its stock buybacks, buying ~$1.0B of common stock during the quarter vs. $3.2B it spent in Q1 and $6.9B in Q4 2021.</p><p>The Omaha-based company that Warren Buffett built held $105.4B of cash and short-term securities as of June 30, 2021, down only slightly from $106.3B at March 31.</p><p>Q2 operating earningsof $$9.28B vs. $7.04B in Q1 and $6.69B in Q2 2021.</p><p>The volatile markets during the quarter hit the company's investment portfolio. Berkshire (BRK.B) posted $53.0B in investment and derivative losses in the quarter vs. losses of $5.45B in the prior quarter and gains of $21.4B in the year-ago quarter. That results in a net loss of $43.8B vs. net earnings of $5.46B in Q1 and net earnings of $28.1B a year ago.</p><p>Fair value of the company's equity portfolio declined to $327.7B at June 30, 2022 vs. $390.5B at March 31. About 73% of aggregate fair value was concentrated in four companies — American Express (AXP) at $24.8B, Apple (AAPL) at $161.2B, Bank of America (BAC) at $46.0B, and Coca-Cola (KO) at $23.7B. Chevron (CVX) dropped out of one of its four top equity investments since Q1.</p><p>Total revenue of $76.2B slipped from $78.8B in the prior quarter and climbed from $69.1B a year earlier.</p><p>Insurance float was ~$147B at June 30, vs. $148B at March 31.</p><p>For the corporation overall, pandemic lockdowns in various parts of the world and the Russia-Ukraine conflict means supply chain disruptions and inflationary pressures persisted during the quarter.</p><p>In its GEICO insurance unit, underwriting earnings declined due to increased claims frequencies and severities and lower reductions of ultimate claim estimates for prior years' losses. Reinsurance underwriting earnings increased, reflecting foreign currency exchange rate gains. Insurance investment income rose Y/Y on increased dividend income and higher interest rates.</p><p>Railroad after-tax earnings rose 9.8% Y/Y reflecting higher revenue per car/unit, partly offset by lower overall freight volumes and higher fuel costs.</p><p>In its utility and energy operations, earnings rose 3.5% Y/Y from tax equity investments and from the natural gas pipeline and Northern Powergrid business, partly offset by lower earnings from U.S. regulated utilities and the real estate brokerage businesses.</p><p>Manufacturing, service, and retailing earnings gained 8.2% Y/Y, but results were mixed among businesses. "While customer demand for products and services was relatively good in the first six months of 2022, we continue to experience the negative effects of higher materials, freight, labor and other input costs," the company said in its 10-Qfiling.</p><p>Operating earnings by segment vs. prior quarter and a year ago:</p><ul><li>Insurance underwriting — $581M vs. $47M in Q1 and $376M in Q2 2021.</li><li>Insurance - investment income — $1.91B vs. $1.17B and $1.22B</li><li>Railroad — $1.66B vs. $1.37B and $1.52B</li><li>Utilities and energy — $766M vs. $750M and $740M</li><li>Manufacturing, service and retailing — $3.25B vs. $3.03B and $3.00B</li><li>Other — $1.12Bvs. $677M and -$169M</li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Berkshire Hathaway Scales Back Share Repurchases to $1.0B, Operating Earnings Gain</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\">\nBerkshire Hathaway Scales Back Share Repurchases to $1.0B, Operating Earnings Gain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-06 20:15 GMT+8 <a href=https://seekingalpha.com/news/3868521-berkshire-hathaway-q2-earnings><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire Hathaway (NYSE:BRK.B) (BRK.B) Q2 operating earnings rose 32% from the previous quarter and 39% from a year ago, on strength from all its major operating divisions. Slumping equity markets in...</p>\n\n<a href=\"https://seekingalpha.com/news/3868521-berkshire-hathaway-q2-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"https://seekingalpha.com/news/3868521-berkshire-hathaway-q2-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165908204","content_text":"Berkshire Hathaway (NYSE:BRK.B) (BRK.B) Q2 operating earnings rose 32% from the previous quarter and 39% from a year ago, on strength from all its major operating divisions. Slumping equity markets in the quarter, though, caused the company to record investment and derivative losses, resulting in a net loss for the quarter, almost all of which is unrealized.The company scaled back its stock buybacks, buying ~$1.0B of common stock during the quarter vs. $3.2B it spent in Q1 and $6.9B in Q4 2021.The Omaha-based company that Warren Buffett built held $105.4B of cash and short-term securities as of June 30, 2021, down only slightly from $106.3B at March 31.Q2 operating earningsof $$9.28B vs. $7.04B in Q1 and $6.69B in Q2 2021.The volatile markets during the quarter hit the company's investment portfolio. Berkshire (BRK.B) posted $53.0B in investment and derivative losses in the quarter vs. losses of $5.45B in the prior quarter and gains of $21.4B in the year-ago quarter. That results in a net loss of $43.8B vs. net earnings of $5.46B in Q1 and net earnings of $28.1B a year ago.Fair value of the company's equity portfolio declined to $327.7B at June 30, 2022 vs. $390.5B at March 31. About 73% of aggregate fair value was concentrated in four companies — American Express (AXP) at $24.8B, Apple (AAPL) at $161.2B, Bank of America (BAC) at $46.0B, and Coca-Cola (KO) at $23.7B. Chevron (CVX) dropped out of one of its four top equity investments since Q1.Total revenue of $76.2B slipped from $78.8B in the prior quarter and climbed from $69.1B a year earlier.Insurance float was ~$147B at June 30, vs. $148B at March 31.For the corporation overall, pandemic lockdowns in various parts of the world and the Russia-Ukraine conflict means supply chain disruptions and inflationary pressures persisted during the quarter.In its GEICO insurance unit, underwriting earnings declined due to increased claims frequencies and severities and lower reductions of ultimate claim estimates for prior years' losses. Reinsurance underwriting earnings increased, reflecting foreign currency exchange rate gains. Insurance investment income rose Y/Y on increased dividend income and higher interest rates.Railroad after-tax earnings rose 9.8% Y/Y reflecting higher revenue per car/unit, partly offset by lower overall freight volumes and higher fuel costs.In its utility and energy operations, earnings rose 3.5% Y/Y from tax equity investments and from the natural gas pipeline and Northern Powergrid business, partly offset by lower earnings from U.S. regulated utilities and the real estate brokerage businesses.Manufacturing, service, and retailing earnings gained 8.2% Y/Y, but results were mixed among businesses. \"While customer demand for products and services was relatively good in the first six months of 2022, we continue to experience the negative effects of higher materials, freight, labor and other input costs,\" the company said in its 10-Qfiling.Operating earnings by segment vs. prior quarter and a year ago:Insurance underwriting — $581M vs. $47M in Q1 and $376M in Q2 2021.Insurance - investment income — $1.91B vs. $1.17B and $1.22BRailroad — $1.66B vs. $1.37B and $1.52BUtilities and energy — $766M vs. $750M and $740MManufacturing, service and retailing — $3.25B vs. $3.03B and $3.00BOther — $1.12Bvs. $677M and -$169M","news_type":1,"symbols_score_info":{"BRK.A":0.9,"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186548328,"gmtCreate":1623514243764,"gmtModify":1704205382251,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"Here we go!","listText":"Here we go!","text":"Here we go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/186548328","repostId":"2142378818","repostType":4,"isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197296779,"gmtCreate":1621467833091,"gmtModify":1704357967212,"author":{"id":"3581727570212837","authorId":"3581727570212837","name":"charlito","avatar":"https://static.tigerbbs.com/187f09a2c9b9e341d7b9423366682194","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727570212837","idStr":"3581727570212837"},"themes":[],"htmlText":"Hopefully crypto dies off and the world will be saved","listText":"Hopefully crypto dies off and the world will be saved","text":"Hopefully crypto dies off and the world will be saved","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/197296779","repostId":"1129952039","repostType":4,"repost":{"id":"1129952039","kind":"news","pubTimestamp":1621466041,"share":"https://ttm.financial/m/news/1129952039?lang=&edition=fundamental","pubTime":"2021-05-20 07:14","market":"us","language":"en","title":"U.S. stocks drop after Fed minutes, crypto fall","url":"https://stock-news.laohu8.com/highlight/detail?id=1129952039","media":"Reuters","summary":"(Reuters) - Wall Street’s main indexes closed lower on Wednesday after minutes from an April Federal","content":"<p>(Reuters) - Wall Street’s main indexes closed lower on Wednesday after minutes from an April Federal Reserve meeting showed participants agreed the U.S. economy remained far from the central bank’s goals, with some considering discussions on tapering its bond buying program.</p><p>The S&P 500 added to losses after the release of the minutes revealed a number of Fed policymakers thought that if the economy continued rapid progress, it would become appropriate “at some point” in upcoming meetings to begin discussing a tapering of the Fed’s monthly purchases of government bonds, a policy designed to keep long-term interest rates low.</p><p>“There continues to be a view and a perspective from the participants, as well as the Fed staff that these inflationary pressures that are beginning to become evident will remain transitory in their view and will likely recede as we transition into 2022,” said Bill Northey, senior investment director at U.S. Bank Wealth Management in Minneapolis.</p><p>Strong inflation readings and signs of a worker shortage in recent weeks have fueled fears and roiled stock markets despite reassurances from Fed officials that the rise in prices would be temporary.</p><p>All three main indexes hit their session lows in morning trade after opening sharply lower, then partially recovered before the release of the Fed minutes pressured them anew.</p><p>The Dow Jones Industrial Average fell 164.62 points, or 0.48%, to 33,896.04, the S&P 500 lost 12.15 points, or 0.29%, to 4,115.68 and the Nasdaq Composite dropped 3.90 points, or 0.03%, to 13,299.74.</p><p>Volume on U.S. exchanges was 10.70 billion shares, compared with the 10.60 billion average for the full session over the last 20 trading days.</p><p>Contributing to a risk-off mood on Wednesday, Bitcoin and ether plunged in the wake of China’s move to ban financial and payment institutions from providing cryptocurrency services.</p><p>The two main digital currencies fell as much as 30% and 45%, respectively, but they significantly stemmed their losses in afternoon trading after two of their biggest backers -- Tesla Inc chief Elon Musk and Ark Invest’s chief executive officer Cathie Wood -- reiterated their support for bitcoin.</p><p>Crypto-exchange operator Coinbase Global ,miners Riot Blockchain and Marathon Digital Holdings saw their shares sharply decline on Wednesday.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.15-to-1 ratio; on Nasdaq, a 1.71-to-1 ratio favored decliners.</p><p>The S&P 500 posted 3 new 52-week highs and no new lows; the Nasdaq Composite recorded 34 new highs and 49 new lows.</p><p><b><i>Financial</i></b><b> </b><b><i>Report</i></b></p><p><a href=\"https://laohu8.com/NW/1160173685\" target=\"_blank\">4.5 Billion Parcels Expanded Market Share to 20.4%</a></p><p><a href=\"https://laohu8.com/NW/1178296022\" target=\"_blank\">KE Holdings EPS beats by $0.04, beats on revenue</a></p><p><a href=\"https://laohu8.com/NW/2136465859\" target=\"_blank\">Victoria's Secret parent L Brands swings to quarterly profit as sales rise</a></p><p><a href=\"https://laohu8.com/NW/2136594667\" target=\"_blank\">Cisco stock drops as higher costs amid chip shortage ding earnings outlook</a></p><p><a href=\"https://laohu8.com/NW/2136450339\" target=\"_blank\">Chip Design Software Firm Synopsys Trounces Fiscal Second-Quarter Targets</a></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks drop after Fed minutes, crypto fall</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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class=\"title\">\nU.S. stocks drop after Fed minutes, crypto fall\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-20 07:14 GMT+8 <a href=https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-drop-after-fed-minutes-crypto-fall-idUSL2N2N639Y><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Wall Street’s main indexes closed lower on Wednesday after minutes from an April Federal Reserve meeting showed participants agreed the U.S. economy remained far from the central bank’s ...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-drop-after-fed-minutes-crypto-fall-idUSL2N2N639Y\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-drop-after-fed-minutes-crypto-fall-idUSL2N2N639Y","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129952039","content_text":"(Reuters) - Wall Street’s main indexes closed lower on Wednesday after minutes from an April Federal Reserve meeting showed participants agreed the U.S. economy remained far from the central bank’s goals, with some considering discussions on tapering its bond buying program.The S&P 500 added to losses after the release of the minutes revealed a number of Fed policymakers thought that if the economy continued rapid progress, it would become appropriate “at some point” in upcoming meetings to begin discussing a tapering of the Fed’s monthly purchases of government bonds, a policy designed to keep long-term interest rates low.“There continues to be a view and a perspective from the participants, as well as the Fed staff that these inflationary pressures that are beginning to become evident will remain transitory in their view and will likely recede as we transition into 2022,” said Bill Northey, senior investment director at U.S. Bank Wealth Management in Minneapolis.Strong inflation readings and signs of a worker shortage in recent weeks have fueled fears and roiled stock markets despite reassurances from Fed officials that the rise in prices would be temporary.All three main indexes hit their session lows in morning trade after opening sharply lower, then partially recovered before the release of the Fed minutes pressured them anew.The Dow Jones Industrial Average fell 164.62 points, or 0.48%, to 33,896.04, the S&P 500 lost 12.15 points, or 0.29%, to 4,115.68 and the Nasdaq Composite dropped 3.90 points, or 0.03%, to 13,299.74.Volume on U.S. exchanges was 10.70 billion shares, compared with the 10.60 billion average for the full session over the last 20 trading days.Contributing to a risk-off mood on Wednesday, Bitcoin and ether plunged in the wake of China’s move to ban financial and payment institutions from providing cryptocurrency services.The two main digital currencies fell as much as 30% and 45%, respectively, but they significantly stemmed their losses in afternoon trading after two of their biggest backers -- Tesla Inc chief Elon Musk and Ark Invest’s chief executive officer Cathie Wood -- reiterated their support for bitcoin.Crypto-exchange operator Coinbase Global ,miners Riot Blockchain and Marathon Digital Holdings saw their shares sharply decline on Wednesday.Declining issues outnumbered advancing ones on the NYSE by a 2.15-to-1 ratio; on Nasdaq, a 1.71-to-1 ratio favored decliners.The S&P 500 posted 3 new 52-week highs and no new lows; the Nasdaq Composite recorded 34 new highs and 49 new lows.Financial Report4.5 Billion Parcels Expanded Market Share to 20.4%KE Holdings EPS beats by $0.04, beats on revenueVictoria's Secret parent L Brands swings to quarterly profit as sales riseCisco stock drops as higher costs amid chip shortage ding earnings outlookChip Design Software Firm Synopsys Trounces Fiscal Second-Quarter Targets","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}