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2024-10-15

Who wrote this article again? Seeking Alpha. Better do your own due D.

Microsoft: Big Buying Opportunity Before The Potential Turnaround

2024-08-26

aeeking alpha again?

AMD: Cheap As Chips, But Not For Long

2024-08-07

does seekingalpha hv a view? yesterday said overvalued, today say selloff overstated. Never trusted seeking alpha

AMD: Collapse Is Overstated - Consider Buying The Fear

2024-07-19

microsoft will recover

Microsoft Stock Drops 2% After Outage Hits Users Worldwide, Leading to Canceled Flights

2024-07-19

crowdstrike dropped 13% premarket

Microsoft Stock Drops 2% After Outage Hits Users Worldwide, Leading to Canceled Flights

2024-05-27

Not only the emergency response was exemplary, it is also commendable that they also provide frequent updates to the public.

The Way Singapore Air Handled SQ321 Turbulence Crisis Is a Lesson for Other Carriers

2024-04-16

It hasnt breach support, $152 is a stronger support, if $152 is breached, next support will be around $102.

Tesla Stock Breached Support. This Is Where It's Headed

2024-02-22

how long have u waited for it to turnaround? It wont turn around already, not in the near future.

Alibaba: When Will The Sentiment Turn Around?

2024-02-06

Agree

Why GOOG Stock’s Post-Earnings Dip Spells Opportunity

2024-01-12

$Tesla Motors(TSLA)$

2024-01-12

Great ariticle, would you like to share it?

@ETF Tracker:🎁Spot BTC ETFs To Pick? Choose Companies or Consider Fees?

2024-01-12

Upcoming Bitcoin ETF decision

Find out more here: Upcoming Bitcoin ETF decision Upcoming Bitcoin ETF decision by SEC: Here is what it means

Upcoming Bitcoin ETF decision

2023-11-22

this article is to brainwash you to buy..

Sea: I'm Buying While The Stock Keeps Falling

2023-11-14

why do people trust analyst?

Sorry, the original content has been removed

2023-11-10

Even if TSLA drop, you can buy more cos it can recover.

Sorry, the original content has been removed

2023-11-08

i am writing off upstart already and move on.

Upstart Q3: Horror Show, I'm Staying On The Sidelines Here

2023-08-10

most nasdaq stocks fall on wed, not only these 3 stocks!

Why Nvidia, C3.ai, Palantir, and Other AI Stocks Crumbled Wednesday

2022-04-13

$Lapco Holdings(08472)$whats happening? why sudden drop 80%??

2022-03-25

no

3 Top Tech Stocks Under $20 Per Share

2022-03-22

rubbish

Sorry, the original content has been removed

Go to Tiger App to see more news

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wrote this article again? Seeking Alpha. &nbsp;Better do your own due D.","listText":"Who wrote this article again? Seeking Alpha. &nbsp;Better do your own due D.","text":"Who wrote this article again? Seeking Alpha. Better do your own due D.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360270801531040","repostId":"1129586063","repostType":2,"repost":{"id":"1129586063","kind":"news","pubTimestamp":1728975256,"share":"https://ttm.financial/m/news/1129586063?lang=&edition=fundamental","pubTime":"2024-10-15 14:54","market":"us","language":"en","title":"Microsoft: Big Buying Opportunity Before The Potential Turnaround","url":"https://stock-news.laohu8.com/highlight/detail?id=1129586063","media":"Seeking Alpha","summary":"SummaryMicrosoft stock has underperformed as investors have grown increasingly concerned about its AI monetization prospects.Microsoft must invest aggressively in AI CapEx now but faces intense compet","content":"<html><head></head><body><h2 id=\"id_1984718699\">Summary</h2><ul style=\"\"><li><p>Microsoft stock has underperformed as investors have grown increasingly concerned about its AI monetization prospects.</p></li><li><p>Microsoft must invest aggressively in AI CapEx now but faces intense competition from its hyperscaler peers.</p></li><li><p>Its investment in OpenAI might not be profitable until 2029, lowering the opportunity for near-term earnings accretion.</p></li><li><p>MSFT&#39;s price action has remained incredibly resilient, suggesting dip-buyers have likely accumulated.</p></li><li><p>I explain why investors should embrace the buy-on-weakness opportunity with both hands before its anticipated turnaround.</p></li><li><p>Looking for a helping hand in the market? Members of Ultimate Growth Investing get exclusive ideas and guidance to navigate any climate.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b2cc623d57b3141f2c5a6e3010bc9df9\" alt=\"Facade of the French headquarters of Microsoft, Issy-les-Moulineaux, France\" title=\"Facade of the French headquarters of Microsoft, Issy-les-Moulineaux, France\" tg-width=\"750\" tg-height=\"500\"/><span>Facade of the French headquarters of Microsoft, Issy-les-Moulineaux, France</span></p><h2 id=\"id_2609307965\">Microsoft: Underperformance Likely Disappointed Investors</h2><p>Microsoft Corporation (NASDAQ:MSFT) (NEOE:MSFT:CA) investors have been left disappointed over the past three months, as MSFT underperformed the S&amp;P 500 (SPX) (SPY). Therefore, the stock remains well below its July 2024 peak, even as the S&amp;P 500 surged to a new high last week. The Satya Nadella-led company also endured more pessimism from Wall Street as analysts reassessed their optimism on Microsoft&#39;s AI growth inflection.</p><p>The King of SaaS will deliver its upcoming earnings scorecard this month. Given its recent underperformance, investors will likely scrutinize MSFT&#39;s first fiscal quarter earnings on October 30. The AI infrastructure companies have experienced a robust revival recently, as seen with NVIDIA&#39;s (NVDA) stock surge. Even Microsoft&#39;s cloud software peers in the iShares Expanded Tech-Software Sector ETF (IGV) have surged to a new high in October. Hence, the de-rating in MSFT has likely been keenly felt, suggesting investors likely reallocated.</p><h2 id=\"id_3530992254\">Microsoft: AI Thesis Remains On Track</h2><p>In my previous bullish MSFT article, I highlighted why investors haven&#39;t fled for the exit. While I acknowledged the possibility of the AI thesis going overboard, the market must weigh that against potentially improved opportunities for AI monetization.</p><p>Notwithstanding my optimism, I assess that the market&#39;s caution is justified. Even as the AI infrastructure investments thesis has gained significant traction, the question of whether robust enterprise adoption could follow through remains to be seen. Notwithstanding Microsoft&#39;s advantages and scale as one of the leading hyperscalers, Oracle (ORCL) seems to be gaining ground, given ORCL&#39;s recent partnership with OpenAI. In addition, there are also concerns about whether Microsoft&#39;s much-vaunted profitability margins could suffer in the near term, as it supports OpenAI&#39;s loss-making endeavors through 2029.</p><p>Recent media reports highlighted the benefits of the Microsoft-OpenAI partnership. However, Amazon Web Services (AMZN) and Google Cloud (GOOGL) (GOOG) aren&#39;t resting on their laurels, as developers have demonstrated a preference for using more than one LLM in their processes. Furthermore, Meta (META) has been making highly competitive gains on their open-source models, likely compelling OpenAI to keep scaling to maintain its competitiveness.</p><p>There are also more concerns about whether Microsoft is fully on board with OpenAI&#39;s increased demands for more data center capacity. The AI software company&#39;s cloud infrastructure partnership with Oracle suggests Microsoft seems increasingly cautious about aggressively adding infrastructure capacity ahead of demand. Despite that, Microsoft&#39;s partnership with OpenAI allows the Redmond-headquartered company to continue benefiting from OpenAI&#39;s revenue growth, opening a potentially critical growth vector in the medium- to long-term.</p><h2 id=\"id_3289795355\">MSFT: Valuation Has Dropped</h2><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2bfc45366011b46c015270bcdda15854\" alt=\"MSFT valuations\" title=\"MSFT valuations\" tg-width=\"640\" tg-height=\"384\"/><span>MSFT valuations</span></p><p style=\"text-align: left;\"><strong>MSFT valuations (TIKR)</strong></p><p></p><p>Despite that, investors have likely reflected higher execution risks on MSFT&#39;s profitability trajectory, leading to its valuation de-rating over the past few months. As a result, MSFT&#39;s forward adjusted EBITDA multiple has dropped closer to its August 2024 lows, markedly below its July 2024 peak. Despite that, MSFT is still valued at a marked premium (&#34;D&#34; valuation grade) over its tech sector (XLK) peers.</p><p>Wall Street has downgraded Microsoft&#39;s estimates, underscoring its less optimistic forward outlook. Hence, its growth grade has also weakened over the past three months (from &#34;B-&#34; to &#34;C&#34;).</p><h2 id=\"id_299320335\">MSFT: Likely To Be Bottoming</h2><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/008bd6dfaf73586b737073fd3049f145\" alt=\"MSFT/SPY price chart (weekly, medium-term, adjusted for dividends)\" title=\"MSFT/SPY price chart (weekly, medium-term, adjusted for dividends)\" tg-width=\"640\" tg-height=\"394\"/><span>MSFT/SPY price chart (weekly, medium-term, adjusted for dividends)</span></p><p style=\"text-align: left;\"><strong>MSFT/SPY price chart (weekly, medium-term, adjusted for dividends) (TradingView)</strong></p><p></p><p>Notwithstanding the relative caution, investors must note that MSFT/SPY has dropped markedly below its July 2024 peak to levels last seen in August 2023. As a result, it nearly re-tested its 200-week moving average (purple line), potentially attracting more robust dip-buying sentiments to return.</p><p>As seen above, the stock&#39;s bottom in October 2022 (two years ago) was robustly defended as MSFT fell to the 200-week MA. While I have not assessed a bullish reversal, I expect MSFT&#39;s long-term outperformance to regain momentum, given its fundamentally strong thesis.</p><h2 id=\"id_530086804\">Microsoft Investors Must Remain Patient</h2><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fd3281a23bb93ae485a6fed590842be5\" alt=\"MSFT estimates\" title=\"MSFT estimates\" tg-width=\"640\" tg-height=\"384\"/><span>MSFT estimates</span></p><p style=\"text-align: left;\"><strong>MSFT estimates (TIKR)</strong></p><p></p><p>While Microsoft&#39;s profitability estimates are expected to be impacted over the next two FYs, the impact isn&#39;t likely structural. Given its enterprise software exposure, I assess that the AI monetization thesis is expected to benefit Microsoft.</p><p>The market&#39;s concerns over its AI CapEx are justified. However, the company&#39;s decision to partner with Constellation Energy (CEG) to restart the Three Mile Island nuclear reactor represents its belief in the sustainability of the AI thesis. I assess that the leading hyperscalers have likely assessed the need to secure the necessary power requirements to colocate with their data center expansion plans. Hence, MSFT should benefit as it scales its infrastructure while anticipating more robust enterprise AI adoption.</p><p>Despite that, concerns over possible AI overinvestment cannot be ruled out. MSFT&#39;s relative premium over its sector peers behooves the need to execute well. Therefore, a less robust enterprise adoption could affect the market&#39;s optimism on MSFT&#39;s AI thesis, leading to further de-rating over time.</p><h2 id=\"id_2567792941\">Is MSFT Stock A Buy, Sell, Or Hold?</h2><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0515769e3801098ce469f64a38cf0089\" alt=\"MSFT price chart (weekly, medium-term, adjusted for dividends)\" title=\"MSFT price chart (weekly, medium-term, adjusted for dividends)\" tg-width=\"640\" tg-height=\"394\"/><span>MSFT price chart (weekly, medium-term, adjusted for dividends)</span></p><p style=\"text-align: left;\"><strong>MSFT price chart (weekly, medium-term, adjusted for dividends) (TIKR)</strong></p><p>MSFT&#39;s price action has remained incredibly resilient, notwithstanding its recent underperformance. Therefore, I assess that its August 2024 lows have held up convincingly, suggesting dip-buyers have likely accumulated.</p><p>Therefore, although MSFT&#39;s momentum has weakened, I&#39;ve not assessed a structural shift in investor sentiments. Investors should consider it a buy-on-weakness opportunity to add exposure to its well-diversified thesis as it seeks to monetize AI to recover its much-prized margins.</p><p><em>Rating: Maintain Buy.</em></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft: Big Buying Opportunity Before The Potential Turnaround</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\">\nMicrosoft: Big Buying Opportunity Before The Potential Turnaround\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-15 14:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4726534-microsoft-big-buying-opportunity-before-the-potential-turnaround><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMicrosoft stock has underperformed as investors have grown increasingly concerned about its AI monetization prospects.Microsoft must invest aggressively in AI CapEx now but faces intense ...</p>\n\n<a href=\"https://seekingalpha.com/article/4726534-microsoft-big-buying-opportunity-before-the-potential-turnaround\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4726534-microsoft-big-buying-opportunity-before-the-potential-turnaround","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1129586063","content_text":"SummaryMicrosoft stock has underperformed as investors have grown increasingly concerned about its AI monetization prospects.Microsoft must invest aggressively in AI CapEx now but faces intense competition from its hyperscaler peers.Its investment in OpenAI might not be profitable until 2029, lowering the opportunity for near-term earnings accretion.MSFT's price action has remained incredibly resilient, suggesting dip-buyers have likely accumulated.I explain why investors should embrace the buy-on-weakness opportunity with both hands before its anticipated turnaround.Looking for a helping hand in the market? Members of Ultimate Growth Investing get exclusive ideas and guidance to navigate any climate.Facade of the French headquarters of Microsoft, Issy-les-Moulineaux, FranceMicrosoft: Underperformance Likely Disappointed InvestorsMicrosoft Corporation (NASDAQ:MSFT) (NEOE:MSFT:CA) investors have been left disappointed over the past three months, as MSFT underperformed the S&P 500 (SPX) (SPY). Therefore, the stock remains well below its July 2024 peak, even as the S&P 500 surged to a new high last week. The Satya Nadella-led company also endured more pessimism from Wall Street as analysts reassessed their optimism on Microsoft's AI growth inflection.The King of SaaS will deliver its upcoming earnings scorecard this month. Given its recent underperformance, investors will likely scrutinize MSFT's first fiscal quarter earnings on October 30. The AI infrastructure companies have experienced a robust revival recently, as seen with NVIDIA's (NVDA) stock surge. Even Microsoft's cloud software peers in the iShares Expanded Tech-Software Sector ETF (IGV) have surged to a new high in October. Hence, the de-rating in MSFT has likely been keenly felt, suggesting investors likely reallocated.Microsoft: AI Thesis Remains On TrackIn my previous bullish MSFT article, I highlighted why investors haven't fled for the exit. While I acknowledged the possibility of the AI thesis going overboard, the market must weigh that against potentially improved opportunities for AI monetization.Notwithstanding my optimism, I assess that the market's caution is justified. Even as the AI infrastructure investments thesis has gained significant traction, the question of whether robust enterprise adoption could follow through remains to be seen. Notwithstanding Microsoft's advantages and scale as one of the leading hyperscalers, Oracle (ORCL) seems to be gaining ground, given ORCL's recent partnership with OpenAI. In addition, there are also concerns about whether Microsoft's much-vaunted profitability margins could suffer in the near term, as it supports OpenAI's loss-making endeavors through 2029.Recent media reports highlighted the benefits of the Microsoft-OpenAI partnership. However, Amazon Web Services (AMZN) and Google Cloud (GOOGL) (GOOG) aren't resting on their laurels, as developers have demonstrated a preference for using more than one LLM in their processes. Furthermore, Meta (META) has been making highly competitive gains on their open-source models, likely compelling OpenAI to keep scaling to maintain its competitiveness.There are also more concerns about whether Microsoft is fully on board with OpenAI's increased demands for more data center capacity. The AI software company's cloud infrastructure partnership with Oracle suggests Microsoft seems increasingly cautious about aggressively adding infrastructure capacity ahead of demand. Despite that, Microsoft's partnership with OpenAI allows the Redmond-headquartered company to continue benefiting from OpenAI's revenue growth, opening a potentially critical growth vector in the medium- to long-term.MSFT: Valuation Has DroppedMSFT valuationsMSFT valuations (TIKR)Despite that, investors have likely reflected higher execution risks on MSFT's profitability trajectory, leading to its valuation de-rating over the past few months. As a result, MSFT's forward adjusted EBITDA multiple has dropped closer to its August 2024 lows, markedly below its July 2024 peak. Despite that, MSFT is still valued at a marked premium (\"D\" valuation grade) over its tech sector (XLK) peers.Wall Street has downgraded Microsoft's estimates, underscoring its less optimistic forward outlook. Hence, its growth grade has also weakened over the past three months (from \"B-\" to \"C\").MSFT: Likely To Be BottomingMSFT/SPY price chart (weekly, medium-term, adjusted for dividends)MSFT/SPY price chart (weekly, medium-term, adjusted for dividends) (TradingView)Notwithstanding the relative caution, investors must note that MSFT/SPY has dropped markedly below its July 2024 peak to levels last seen in August 2023. As a result, it nearly re-tested its 200-week moving average (purple line), potentially attracting more robust dip-buying sentiments to return.As seen above, the stock's bottom in October 2022 (two years ago) was robustly defended as MSFT fell to the 200-week MA. While I have not assessed a bullish reversal, I expect MSFT's long-term outperformance to regain momentum, given its fundamentally strong thesis.Microsoft Investors Must Remain PatientMSFT estimatesMSFT estimates (TIKR)While Microsoft's profitability estimates are expected to be impacted over the next two FYs, the impact isn't likely structural. Given its enterprise software exposure, I assess that the AI monetization thesis is expected to benefit Microsoft.The market's concerns over its AI CapEx are justified. However, the company's decision to partner with Constellation Energy (CEG) to restart the Three Mile Island nuclear reactor represents its belief in the sustainability of the AI thesis. I assess that the leading hyperscalers have likely assessed the need to secure the necessary power requirements to colocate with their data center expansion plans. Hence, MSFT should benefit as it scales its infrastructure while anticipating more robust enterprise AI adoption.Despite that, concerns over possible AI overinvestment cannot be ruled out. MSFT's relative premium over its sector peers behooves the need to execute well. Therefore, a less robust enterprise adoption could affect the market's optimism on MSFT's AI thesis, leading to further de-rating over time.Is MSFT Stock A Buy, Sell, Or Hold?MSFT price chart (weekly, medium-term, adjusted for dividends)MSFT price chart (weekly, medium-term, adjusted for dividends) (TIKR)MSFT's price action has remained incredibly resilient, notwithstanding its recent underperformance. Therefore, I assess that its August 2024 lows have held up convincingly, suggesting dip-buyers have likely accumulated.Therefore, although MSFT's momentum has weakened, I've not assessed a structural shift in investor sentiments. Investors should consider it a buy-on-weakness opportunity to add exposure to its well-diversified thesis as it seeks to monetize AI to recover its much-prized margins.Rating: Maintain Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342596462973056,"gmtCreate":1724648212984,"gmtModify":1724648216481,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"aeeking alpha again? &nbsp;","listText":"aeeking alpha again? &nbsp;","text":"aeeking alpha again?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342596462973056","repostId":"2461913590","repostType":2,"repost":{"id":"2461913590","kind":"highlight","pubTimestamp":1724643993,"share":"https://ttm.financial/m/news/2461913590?lang=&edition=fundamental","pubTime":"2024-08-26 11:46","market":"us","language":"en","title":"AMD: Cheap As Chips, But Not For Long","url":"https://stock-news.laohu8.com/highlight/detail?id=2461913590","media":"seekingalpha","summary":"Advanced Micro Devices, Inc. has fallen 20% since March peak despite strong Q2 earnings.Unloved by the market, but one of the cheapest AI stocks with a clear path for growth.AMD's turnaround includes ","content":"<html><head></head><body><ul style=\"\"><li><p>Advanced Micro Devices, Inc. has fallen 20% since March peak despite strong Q2 earnings.</p></li><li><p>Unloved by the market, but one of the cheapest AI stocks with a clear path for growth.</p></li><li><p>AMD&#39;s turnaround includes acquisitions, strong sales of Mi300 and EPYC processors, and the potential to outperform Nvidia.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fc78d049150a7ded42b8501307b72644\" tg-width=\"750\" tg-height=\"500\"/></p><p>Thomas Barwick/DigitalVision via Getty Images</p><p></p><h2 id=\"id_2032029603\">Thesis Summary</h2><p><strong>Advanced Micro Devices, Inc.</strong> (NASDAQ:AMD) has performed well over the last year, but it has fallen over 20% since its March peak, despite posting strong Q2 earnings.</p><p>The company is unloved by the market, and is one of the cheapest AI stocks out there, especially when we compare PEG ratios across the sector.</p><p>AMD has a clear path forward to gain market share and continue to expand its revenue and margins as the AI market grows.</p><p>Furthermore, AMD has a very compelling technical setup at these levels.</p><p>I believe AMD’s price could quickly double from here, perhaps even outperforming Nvidia Corporation (NVDA) in terms of total return going forward.</p><h2 id=\"id_882595856\">Unloved AI Company</h2><p>AMD may not have been able to shine as bright as Nvidia, but it is still benefiting from the rise of AI, and this much can be appreciated in the last quarterly earnings report.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/13ff3a88cd304232c916d45204b845a1\" tg-width=\"1280\" tg-height=\"680\"/></p><p>Q2 Segment Results (Investor Slides)</p><p></p><p>As we can see, Data Center revenues grew 405% YoY, while the client segment was up 49% YoY. These gains though were somewhat offset by the weaker revenues in the Gaming and Embedded segments.</p><p>However, we can also see that AMD’s margins have been on the up, which is leading to substantial growth in EPS.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ea7cce12eb20f42e8276725764617617\" tg-width=\"1280\" tg-height=\"674\"/></p><p>Gross Margin (Investor slides)</p><p></p><p>The company is benefitting from the revenues in Data Center, which comes with higher margins.</p><blockquote><p>The primary driver is really the faster Data Center business growth. If you look at the Data Center business as a percentage of revenue from 37% in Q4 last year to now close to 50%. That faster expansion really helped us with the gross margin.</p></blockquote><p>Source: Earnings Call.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81e0253e9271ba2cd09ac9b8b6ba28ff\" tg-width=\"1280\" tg-height=\"692\"/></p><p>Outlook (Investor slides)</p><p></p><p>For the next quarter, AMD expects around $6.7 billion in revenues and a further increase in the Gross Margin to 53.5%.</p><p>Overall, AMD seems to be keeping up with the general growth in the AI market, and as we will see below, it is making some good moves to expand its presence.</p><p>Despite this, the market still appears to be quite skeptical of AMD, and this is reflected in the valuation.</p><h2 id=\"id_608505555\">AMD vs. Peers</h2><p>As we can see in the graph below, AMD has been the worst performer out of its AI peers.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/36f5ec76fa40d23cffde75a482320298\" tg-width=\"1280\" tg-height=\"437\"/></p><p>AMD vs Peers performance (Seeking Alpha)</p><p></p><p>While Nvidia is up close to 200%, AMD is up 50% in the last year and has been outperformed by the likes of Broadcom (AVGO), Qualcomm (QCOM) Taiwan Semi (TSM) and Micron (MU).</p><p>This disparity in performance has made AMD one of the cheapest stocks in the space.</p><table style=\"border-collapse:collapse;\"><colgroup><col/><col/><col/><col/><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p>AMD</p></td><td style=\"text-align:left;\"><p>AVGO</p></td><td style=\"text-align:left;\"><p>QCOM</p></td><td style=\"text-align:left;\"><p>TSM</p></td><td style=\"text-align:left;\"><p>NVDA</p></td><td style=\"text-align:left;\"><p>MU</p></td></tr><tr><td style=\"text-align:left;\"><p>PEG Non-GAAP (FWD)</p></td><td style=\"text-align:left;\"><p>1,08</p></td><td style=\"text-align:left;\"><p>1,94</p></td><td style=\"text-align:left;\"><p>1,61</p></td><td style=\"text-align:left;\"><p>0,99</p></td><td style=\"text-align:left;\"><p>1,28</p></td><td style=\"text-align:left;\"><p>NM</p></td></tr><tr><td style=\"text-align:left;\"><p>EPS Growth Diluted (FWD)</p></td><td style=\"text-align:left;\"><p>15,61%</p></td><td style=\"text-align:left;\"><p>17,22%</p></td><td style=\"text-align:left;\"><p>-3,58%</p></td><td style=\"text-align:left;\"><p>8,37%</p></td><td style=\"text-align:left;\"><p>125,19%</p></td><td style=\"text-align:left;\"><p>4,32%</p></td></tr><tr><td style=\"text-align:left;\"><p>EBITDA Growth (YoY)</p></td><td style=\"text-align:left;\"><p>30,52%</p></td><td style=\"text-align:left;\"><p>5,45%</p></td><td style=\"text-align:left;\"><p>-2,66%</p></td><td style=\"text-align:left;\"><p>8,66%</p></td><td style=\"text-align:left;\"><p>709,11%</p></td><td style=\"text-align:left;\"><p>18,99%</p></td></tr><tr><td style=\"text-align:left;\"><p>Net Income Margin</p></td><td style=\"text-align:left;\"><p>5,82%</p></td><td style=\"text-align:left;\"><p>24,10%</p></td><td style=\"text-align:left;\"><p>23,33%</p></td><td style=\"text-align:left;\"><p>37,85%</p></td><td style=\"text-align:left;\"><p>53,40%</p></td><td style=\"text-align:left;\"><p>-7,20%</p></td></tr></tbody></table><p>Click to enlarge</p><p>As we can see here, AMD is the cheapest stock in terms of Non-GAAP Forward PEG except for TSM, though that stock also suffers from being a foreign stock.</p><p>Meanwhile, we can see that AMD has one of the best outlooks in terms of forward EPS growth, except for Nvidia. It also has grown EBITDA by 40% in the last year, outperforming the other AI companies, again, except Nvidia.</p><p>Now, a big reason for this hefty discount can be attributed to the much lower profitability, which can be seen in the much smaller net income margin AMD has compared to its peers.</p><p>The company has been investing a lot more in terms of R&amp;D to try to catch up to Nvidia, and while this is expensive right now, it is setting up AMD for a much better future.</p><h2 id=\"id_1788144372\">AMD’s Turnaround</h2><p>It’s not the first time AMD has proven the market wrong. It managed to carve itself a space in the CPU market against Intel (INTC), and the company is doing the same today with GPUs and Nvidia.</p><p>There are at least three clear catalysts that are setting up AMD for a bright future.</p><p>Firstly, AMD has carried out numerous acquisitions over the last year. It acquired Silo AI a few months back, and more recently it announced the acquisition of ZT systems for $4.9 billion.</p><p>Wedbush analysts believe AMD was able to buy ZT systems for a good price, and have a $200 target on the stock.</p><blockquote><p>“In turn, the relatively attractive deal price may allow AMD to recoup a meaningful portion of its acquisition cost when it sells ZT&#39;s assets&#34;</p></blockquote><p>Source: Wedbush Analysts.</p><p>All in all, AMD is taking the necessary steps towards dethroning Nvidia, and that leads me to the second point.</p><p>The Mi300 and EPYC processor have already shown a great ramp up in sales, showing that AMD can offer a reasonably priced alternative to Nvidia’s chips.</p><blockquote><p>Turning to the segments, data center segment revenue increased 115% year-over-year to a record $2.8 billion, driven by the steep ramp of Instinct MI300 GPU shipments and a strong double-digit percentage increase in EPYC CPU sales.</p></blockquote><p>Source: Earnings Call.</p><p>What’s more, we should also begin to see these sales should also help AMD raise their margins even further as it optimizes the production.</p><blockquote><p>Yes. On your second question about the profitability, first our team has done a tremendous job to ramp the product MI300. It is a very complex product. So we ramped it successfully. At the same time, the team also started to implement operational optimization to continue to improve gross margin. So we continue to see the gross margin improvement. Over time, in the longer term, we do believe gross margin will be accretive to corporate average.</p></blockquote><p>Source: Earnings Call.</p><p>Lastly, it’s worth noting that Nvidia’s Blackwell delay will certainly aid AMD in gaining more traction with its customers. AMD’s own aggressive roadmap is putting pressure on NVIDIA, which may have just opened the door to AMD.</p><h2 id=\"id_510754977\">Technical Analysis</h2><p>The technical outlook for AMD looks very compelling at the moment.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c6672bbe016c01a19edfa4b9091090d3\" tg-width=\"1280\" tg-height=\"583\"/></p><p>AMD TA (Trendspider)</p><p></p><p>After rallying to over $200, the stock has formed a very clean ABC pull-back to the 38.25 retracement level. Since then, we have seen it rebound above its key EMAs. Note also that we have seen numerous analyst upgrades over the past month.</p><p>AMD looks ready to break out of the broadening channel it has been establishing and head up to new highs.</p><h2 id=\"id_2689392552\">Takeaway</h2><p>All in all, I like the setup in AMD at these levels. I think the valuation is reasonable, the chart looks good, and the company is executing well. I added some shares on the dip and plan to hold for at least a couple of quarters.</p><p>Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD: Cheap As Chips, But Not For Long</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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(NASDAQ:AMD) has performed well over the last year, but it has fallen over 20% since its March peak, despite posting strong Q2 earnings.The company is unloved by the market, and is one of the cheapest AI stocks out there, especially when we compare PEG ratios across the sector.AMD has a clear path forward to gain market share and continue to expand its revenue and margins as the AI market grows.Furthermore, AMD has a very compelling technical setup at these levels.I believe AMD’s price could quickly double from here, perhaps even outperforming Nvidia Corporation (NVDA) in terms of total return going forward.Unloved AI CompanyAMD may not have been able to shine as bright as Nvidia, but it is still benefiting from the rise of AI, and this much can be appreciated in the last quarterly earnings report.Q2 Segment Results (Investor Slides)As we can see, Data Center revenues grew 405% YoY, while the client segment was up 49% YoY. These gains though were somewhat offset by the weaker revenues in the Gaming and Embedded segments.However, we can also see that AMD’s margins have been on the up, which is leading to substantial growth in EPS.Gross Margin (Investor slides)The company is benefitting from the revenues in Data Center, which comes with higher margins.The primary driver is really the faster Data Center business growth. If you look at the Data Center business as a percentage of revenue from 37% in Q4 last year to now close to 50%. That faster expansion really helped us with the gross margin.Source: Earnings Call.Outlook (Investor slides)For the next quarter, AMD expects around $6.7 billion in revenues and a further increase in the Gross Margin to 53.5%.Overall, AMD seems to be keeping up with the general growth in the AI market, and as we will see below, it is making some good moves to expand its presence.Despite this, the market still appears to be quite skeptical of AMD, and this is reflected in the valuation.AMD vs. PeersAs we can see in the graph below, AMD has been the worst performer out of its AI peers.AMD vs Peers performance (Seeking Alpha)While Nvidia is up close to 200%, AMD is up 50% in the last year and has been outperformed by the likes of Broadcom (AVGO), Qualcomm (QCOM) Taiwan Semi (TSM) and Micron (MU).This disparity in performance has made AMD one of the cheapest stocks in the space.AMDAVGOQCOMTSMNVDAMUPEG Non-GAAP (FWD)1,081,941,610,991,28NMEPS Growth Diluted (FWD)15,61%17,22%-3,58%8,37%125,19%4,32%EBITDA Growth (YoY)30,52%5,45%-2,66%8,66%709,11%18,99%Net Income Margin5,82%24,10%23,33%37,85%53,40%-7,20%Click to enlargeAs we can see here, AMD is the cheapest stock in terms of Non-GAAP Forward PEG except for TSM, though that stock also suffers from being a foreign stock.Meanwhile, we can see that AMD has one of the best outlooks in terms of forward EPS growth, except for Nvidia. It also has grown EBITDA by 40% in the last year, outperforming the other AI companies, again, except Nvidia.Now, a big reason for this hefty discount can be attributed to the much lower profitability, which can be seen in the much smaller net income margin AMD has compared to its peers.The company has been investing a lot more in terms of R&D to try to catch up to Nvidia, and while this is expensive right now, it is setting up AMD for a much better future.AMD’s TurnaroundIt’s not the first time AMD has proven the market wrong. It managed to carve itself a space in the CPU market against Intel (INTC), and the company is doing the same today with GPUs and Nvidia.There are at least three clear catalysts that are setting up AMD for a bright future.Firstly, AMD has carried out numerous acquisitions over the last year. It acquired Silo AI a few months back, and more recently it announced the acquisition of ZT systems for $4.9 billion.Wedbush analysts believe AMD was able to buy ZT systems for a good price, and have a $200 target on the stock.“In turn, the relatively attractive deal price may allow AMD to recoup a meaningful portion of its acquisition cost when it sells ZT's assets\"Source: Wedbush Analysts.All in all, AMD is taking the necessary steps towards dethroning Nvidia, and that leads me to the second point.The Mi300 and EPYC processor have already shown a great ramp up in sales, showing that AMD can offer a reasonably priced alternative to Nvidia’s chips.Turning to the segments, data center segment revenue increased 115% year-over-year to a record $2.8 billion, driven by the steep ramp of Instinct MI300 GPU shipments and a strong double-digit percentage increase in EPYC CPU sales.Source: Earnings Call.What’s more, we should also begin to see these sales should also help AMD raise their margins even further as it optimizes the production.Yes. On your second question about the profitability, first our team has done a tremendous job to ramp the product MI300. It is a very complex product. So we ramped it successfully. At the same time, the team also started to implement operational optimization to continue to improve gross margin. So we continue to see the gross margin improvement. Over time, in the longer term, we do believe gross margin will be accretive to corporate average.Source: Earnings Call.Lastly, it’s worth noting that Nvidia’s Blackwell delay will certainly aid AMD in gaining more traction with its customers. AMD’s own aggressive roadmap is putting pressure on NVIDIA, which may have just opened the door to AMD.Technical AnalysisThe technical outlook for AMD looks very compelling at the moment.AMD TA (Trendspider)After rallying to over $200, the stock has formed a very clean ABC pull-back to the 38.25 retracement level. Since then, we have seen it rebound above its key EMAs. Note also that we have seen numerous analyst upgrades over the past month.AMD looks ready to break out of the broadening channel it has been establishing and head up to new highs.TakeawayAll in all, I like the setup in AMD at these levels. I think the valuation is reasonable, the chart looks good, and the company is executing well. I added some shares on the dip and plan to hold for at least a couple of quarters.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335744548733040,"gmtCreate":1723004971729,"gmtModify":1723004975537,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"does seekingalpha hv a view? yesterday said overvalued, today say selloff overstated. &nbsp;Never trusted seeking alpha","listText":"does seekingalpha hv a view? yesterday said overvalued, today say selloff overstated. &nbsp;Never trusted seeking alpha","text":"does seekingalpha hv a view? yesterday said overvalued, today say selloff overstated. Never trusted seeking alpha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335744548733040","repostId":"2457691020","repostType":2,"repost":{"id":"2457691020","kind":"highlight","pubTimestamp":1722996900,"share":"https://ttm.financial/m/news/2457691020?lang=&edition=fundamental","pubTime":"2024-08-07 10:15","market":"us","language":"en","title":"AMD: Collapse Is Overstated - Consider Buying The Fear","url":"https://stock-news.laohu8.com/highlight/detail?id=2457691020","media":"Seeking Alpha","summary":"AMD Still Far From Dethroning Nvidia   AMD/NVDA price chart  Should we be surprised by the long-term AMD/NVDA chart showing a relative downtrend?","content":"<html><head></head><body><ul style=\"\"><li><p>AMD investors have endured a hammering as the stock collapsed 45% from its early 2024 highs.</p></li><li><p>Nvidia&#39;s AI lead is significant, and AMD is far from closing the gap — not yet, at least.</p></li><li><p>AMD needs the hyperscalers to diversify their reliance on Nvidia. Recent engineering issues on Blackwell could be a start.</p></li><li><p>AMD&#39;s PEG ratio is below 1.0 after the steep decline. I explain why the market&#39;s pessimism is overstated.</p></li><li><p>With AMD potentially bottoming above the $120 level, I argue why investors should consider buying the fear.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6c5ebcc44def102b51f242e0a9d23f89\" alt=\"JHVEPhoto\" title=\"JHVEPhoto\" tg-width=\"750\" tg-height=\"500\"/><span>JHVEPhoto</span></p><h2 id=\"id_4122140218\">AMD Stock Suffered A Steep 45% Decline</h2><p>Advanced Micro Devices (NASDAQ:AMD) investors have suffered a brutal hammering recently as semiconductor investors experienced a significant market meltdown. As a result, AMD has dropped over 45% from its 2024 highs through this week&#39;s lows. Since March, the stock has underperformed its semiconductor peers (SMH) (SOXX), baffling investors who believe the Lisa Su-led company is recognized as a well-established AI challenger against Nvidia (NVDA).</p><p>I last updated investors in a bullish AMD article in May 2024. I had expected its buyers to capitalize on Nvidia&#39;s AI surge. However, the thesis has not panned out as AMD markedly underperformed the S&amp;P 500 (SP500). In addition, AMD&#39;s Q2 earnings release demonstrated that the company is nowhere close to catching up with Nvidia. While management lifted AMD&#39;s AI revenue guidance for 2024, investors are likely still skeptical about it possibly falling further behind Nvidia. Is the relative pessimism justified?</p><h2 id=\"id_2526100750\">AMD Still Far From Dethroning Nvidia</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/656d32e23849e3437a1d02eb9884c2cc\" alt=\"AMD/NVDA price chart (monthly, long-term, adjusted for dividends) (TradingView)\" title=\"AMD/NVDA price chart (monthly, long-term, adjusted for dividends) (TradingView)\" tg-width=\"640\" tg-height=\"394\"/><span>AMD/NVDA price chart (monthly, long-term, adjusted for dividends) (TradingView)</span></p><p>Should we be surprised by the long-term AMD/NVDA chart showing a relative downtrend? AMD&#39;s AI optimism on its earnings call is palpable. Management highlighted that its AI quarterly revenue has surpassed &#34;$1B for the first time.&#34; In addition, it also corroborated the adoption of its AI chips, emphasizing that Microsoft (MSFT) &#34;expanded their use of MI300X Accelerators to power GPT-4 Turbo and multiple co-pilot services.&#34; Therefore, it indicates that AMD&#39;s AI solutions are potentially gaining traction with the hyperscalers.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/76a8ebffd6b0642fef85c41539fd73b0\" alt=\"Nvidia data center revenue (quarterly) (FinChat)\" title=\"Nvidia data center revenue (quarterly) (FinChat)\" tg-width=\"640\" tg-height=\"454\"/><span>Nvidia data center revenue (quarterly) (FinChat)</span></p><p>However, the numbers don&#39;t lie. Nvidia&#39;s data center revenue has nearly reached a $100B annualized run rate at its most recently reported April 2024 quarter. Given the commentary on aggressive investments in technical AI infrastructure by the hyperscalers at their recent earnings conferences, Nvidia looks well-primed to benefit markedly.</p><p>In AMD&#39;s case, even the most ardent supporter could find it hard to argue that a $0.5B upward revision to its FY2024 data center revenue guidance of $4.5B is anything to shout about. Compared to Nvidia&#39;s revenue surge, AMD is arguably still far behind.</p><p>However, AMD can still gain more share against Intel (INTC) in the data center CPU business. Intel&#39;s execution has continued to disappoint as the Pat Gelsinger-led company faces challenges across its ecosystem. AMD expects to ramp up production for its Turin platform, which will likely be in time for &#34;broad OEM and cloud availability later this year.&#34;</p><p>AMD&#39;s non-AI business still makes up for most of its data center revenue in Q2, which reached $2.83B. As a result, I&#39;m less concerned with AMD&#39;s nascent attempts to unseat Nvidia&#39;s dominance. Moreover, the recently reported Blackwell architecture delay attributed to &#34;engineering issues&#34; could encourage hyperscalers to consider diversifying their AI roadmap. AMD looks well-positioned as the No.2 player to capitalize on such opportunities, given Intel&#39;s current missteps in execution.</p><h2 id=\"id_3592323433\">AMD&#39;s AI PC Prospects Could Reignite Momentum</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f06b4fd8a28a7e47c1d0737ef200d890\" alt=\"AMD Client segment revenue (FinChat)\" title=\"AMD Client segment revenue (FinChat)\" tg-width=\"640\" tg-height=\"454\"/><span>AMD Client segment revenue (FinChat)</span></p><p>A cyclical upturn has helped AMD notch a 49% YoY increase in Client segment revenue. As a result, the PC business has gained renewed traction, moving past the downstream inventory challenges that previously hobbled it.</p><p>In addition, the growth prospects of the AI PC upgrade cycle should lower the cyclical risks against potentially more intense macroeconomic headwinds. Hence, it should afford AMD a relatively stable Client revenue base over the next few years as the semiconductor leader attempts to gain more share in the data center segment.</p><p>Despite that, AMD investors must be cognizant of the challenges of emerging Arm-based AI PC platforms that could gain more share. Apple (AAPL) has demonstrated its ability to gain share with its Arm-based Macs. Qualcomm&#39;s (QCOM) commitment to diversify from its smartphone-based revenue streams could spur a more competitive landscape as QCOM looks to gain momentum in the AI PC market. Notwithstanding my caution, AMD&#39;s ability to chart a remarkable turnaround from last year&#39;s malaise underscores its solid execution against its leading peers.</p><h2 id=\"id_2264196492\">AMD Stock: Undervalued When Adjusted For Growth</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/89d5db3043ab79ee0530c62d42542370\" alt=\"AMD Quant Grades (Seeking Alpha)\" title=\"AMD Quant Grades (Seeking Alpha)\" tg-width=\"598\" tg-height=\"316\"/><span>AMD Quant Grades (Seeking Alpha)</span></p><p>Given AMD&#39;s growing opportunities discussed above, I&#39;m not surprised that the stock is priced at a premium. AMD&#39;s forward adjusted P/E multiple of 39x is markedly above its tech sector median of 22.8x. However, the gap with its 5Y average of 43x indicates relative undervaluation.</p><p>Therefore, I urge investors to consider its growth-adjusted valuation, given its &#34;A&#34; growth grade. Based on its forward adjusted PEG ratio of 0.91, it&#39;s almost 50% below the tech sector median of 1.76. In other words, AMD seems significantly undervalued when adjusted for growth.</p><p>Therefore, given its growth potential, it could have baffled investors why the market de-rated AMD markedly. I believe Wall Street&#39;s relative pessimism in AMD could have played a key role in determining AMD&#39;s recent sentiment. Accordingly, Wall Street is mixed about AMD&#39;s earnings prospects, suggesting the need to reflect higher execution risks. The clarity management gave in its AI segment revenue might not be as robust as some analysts had anticipated. In addition, potential gains made by Qualcomm in Arm-based PCs could also impact AMD&#39;s opportunity in the critical AI PC upgrade cycle. These concerns are valid, as AMD is priced for growth.</p><h2 id=\"id_724063991\">Is AMD Stock A Buy, Sell, Or Hold?</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/035cc28e3d097a74c030179bc62d7e76\" alt=\"AMD price chart (weekly, medium-term) (TradingView)\" title=\"AMD price chart (weekly, medium-term) (TradingView)\" tg-width=\"640\" tg-height=\"394\"/><span>AMD price chart (weekly, medium-term) (TradingView)</span></p><p>Notwithstanding my caution, I assess that AMD could bottom out above the $120 level. Buyers appeared to have returned quickly to defend against the steep decline that started four weeks ago.</p><p>However, dip-buyers must regain control of the $135 level to help the stock reignite its growth momentum. Accordingly, AMD&#39;s buying momentum has weakened over the past six months (lowered from &#34;A+&#34; to &#34;B-&#34;). Therefore, a failure to regain control over the $135 level could weaken its buying sentiment further, leading to a protracted consolidation phase.</p><p>Despite that, I&#39;ve assessed AMD&#39;s buy thesis as intact, which is marked by my confidence in its AI market share gains in the data center segment and AI PCs. Coupled with a relatively attractive PEG ratio, the market has likely baked in significant execution risks to justify its growth opportunities.</p><p><em>Rating: Maintain Buy.</em></p><p><em>Important note: Investors are reminded to do their due diligence and not rely on the information provided as financial advice. Consider this article as supplementing your required research. Please always apply independent thinking. Note that the rating is not intended to time a specific entry/exit at the point of writing unless otherwise specified.</em></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD: Collapse Is Overstated - Consider Buying The Fear</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD: Collapse Is Overstated - Consider Buying The Fear\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-07 10:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4710884-amd-collapse-is-overstated-consider-buying-the-fear><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD investors have endured a hammering as the stock collapsed 45% from its early 2024 highs.Nvidia's AI lead is significant, and AMD is far from closing the gap — not yet, at least.AMD needs the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4710884-amd-collapse-is-overstated-consider-buying-the-fear\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","BK4581":"高盛持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4592":"伊斯兰概念","BK4528":"SaaS概念","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","AMD":"美国超微公司","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4577":"网络游戏","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4579":"人工智能","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","BK4574":"无人驾驶","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","BK4573":"虚拟现实"},"source_url":"https://seekingalpha.com/article/4710884-amd-collapse-is-overstated-consider-buying-the-fear","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2457691020","content_text":"AMD investors have endured a hammering as the stock collapsed 45% from its early 2024 highs.Nvidia's AI lead is significant, and AMD is far from closing the gap — not yet, at least.AMD needs the hyperscalers to diversify their reliance on Nvidia. Recent engineering issues on Blackwell could be a start.AMD's PEG ratio is below 1.0 after the steep decline. I explain why the market's pessimism is overstated.With AMD potentially bottoming above the $120 level, I argue why investors should consider buying the fear.JHVEPhotoAMD Stock Suffered A Steep 45% DeclineAdvanced Micro Devices (NASDAQ:AMD) investors have suffered a brutal hammering recently as semiconductor investors experienced a significant market meltdown. As a result, AMD has dropped over 45% from its 2024 highs through this week's lows. Since March, the stock has underperformed its semiconductor peers (SMH) (SOXX), baffling investors who believe the Lisa Su-led company is recognized as a well-established AI challenger against Nvidia (NVDA).I last updated investors in a bullish AMD article in May 2024. I had expected its buyers to capitalize on Nvidia's AI surge. However, the thesis has not panned out as AMD markedly underperformed the S&P 500 (SP500). In addition, AMD's Q2 earnings release demonstrated that the company is nowhere close to catching up with Nvidia. While management lifted AMD's AI revenue guidance for 2024, investors are likely still skeptical about it possibly falling further behind Nvidia. Is the relative pessimism justified?AMD Still Far From Dethroning NvidiaAMD/NVDA price chart (monthly, long-term, adjusted for dividends) (TradingView)Should we be surprised by the long-term AMD/NVDA chart showing a relative downtrend? AMD's AI optimism on its earnings call is palpable. Management highlighted that its AI quarterly revenue has surpassed \"$1B for the first time.\" In addition, it also corroborated the adoption of its AI chips, emphasizing that Microsoft (MSFT) \"expanded their use of MI300X Accelerators to power GPT-4 Turbo and multiple co-pilot services.\" Therefore, it indicates that AMD's AI solutions are potentially gaining traction with the hyperscalers.Nvidia data center revenue (quarterly) (FinChat)However, the numbers don't lie. Nvidia's data center revenue has nearly reached a $100B annualized run rate at its most recently reported April 2024 quarter. Given the commentary on aggressive investments in technical AI infrastructure by the hyperscalers at their recent earnings conferences, Nvidia looks well-primed to benefit markedly.In AMD's case, even the most ardent supporter could find it hard to argue that a $0.5B upward revision to its FY2024 data center revenue guidance of $4.5B is anything to shout about. Compared to Nvidia's revenue surge, AMD is arguably still far behind.However, AMD can still gain more share against Intel (INTC) in the data center CPU business. Intel's execution has continued to disappoint as the Pat Gelsinger-led company faces challenges across its ecosystem. AMD expects to ramp up production for its Turin platform, which will likely be in time for \"broad OEM and cloud availability later this year.\"AMD's non-AI business still makes up for most of its data center revenue in Q2, which reached $2.83B. As a result, I'm less concerned with AMD's nascent attempts to unseat Nvidia's dominance. Moreover, the recently reported Blackwell architecture delay attributed to \"engineering issues\" could encourage hyperscalers to consider diversifying their AI roadmap. AMD looks well-positioned as the No.2 player to capitalize on such opportunities, given Intel's current missteps in execution.AMD's AI PC Prospects Could Reignite MomentumAMD Client segment revenue (FinChat)A cyclical upturn has helped AMD notch a 49% YoY increase in Client segment revenue. As a result, the PC business has gained renewed traction, moving past the downstream inventory challenges that previously hobbled it.In addition, the growth prospects of the AI PC upgrade cycle should lower the cyclical risks against potentially more intense macroeconomic headwinds. Hence, it should afford AMD a relatively stable Client revenue base over the next few years as the semiconductor leader attempts to gain more share in the data center segment.Despite that, AMD investors must be cognizant of the challenges of emerging Arm-based AI PC platforms that could gain more share. Apple (AAPL) has demonstrated its ability to gain share with its Arm-based Macs. Qualcomm's (QCOM) commitment to diversify from its smartphone-based revenue streams could spur a more competitive landscape as QCOM looks to gain momentum in the AI PC market. Notwithstanding my caution, AMD's ability to chart a remarkable turnaround from last year's malaise underscores its solid execution against its leading peers.AMD Stock: Undervalued When Adjusted For GrowthAMD Quant Grades (Seeking Alpha)Given AMD's growing opportunities discussed above, I'm not surprised that the stock is priced at a premium. AMD's forward adjusted P/E multiple of 39x is markedly above its tech sector median of 22.8x. However, the gap with its 5Y average of 43x indicates relative undervaluation.Therefore, I urge investors to consider its growth-adjusted valuation, given its \"A\" growth grade. Based on its forward adjusted PEG ratio of 0.91, it's almost 50% below the tech sector median of 1.76. In other words, AMD seems significantly undervalued when adjusted for growth.Therefore, given its growth potential, it could have baffled investors why the market de-rated AMD markedly. I believe Wall Street's relative pessimism in AMD could have played a key role in determining AMD's recent sentiment. Accordingly, Wall Street is mixed about AMD's earnings prospects, suggesting the need to reflect higher execution risks. The clarity management gave in its AI segment revenue might not be as robust as some analysts had anticipated. In addition, potential gains made by Qualcomm in Arm-based PCs could also impact AMD's opportunity in the critical AI PC upgrade cycle. These concerns are valid, as AMD is priced for growth.Is AMD Stock A Buy, Sell, Or Hold?AMD price chart (weekly, medium-term) (TradingView)Notwithstanding my caution, I assess that AMD could bottom out above the $120 level. Buyers appeared to have returned quickly to defend against the steep decline that started four weeks ago.However, dip-buyers must regain control of the $135 level to help the stock reignite its growth momentum. Accordingly, AMD's buying momentum has weakened over the past six months (lowered from \"A+\" to \"B-\"). Therefore, a failure to regain control over the $135 level could weaken its buying sentiment further, leading to a protracted consolidation phase.Despite that, I've assessed AMD's buy thesis as intact, which is marked by my confidence in its AI market share gains in the data center segment and AI PCs. Coupled with a relatively attractive PEG ratio, the market has likely baked in significant execution risks to justify its growth opportunities.Rating: Maintain Buy.Important note: Investors are reminded to do their due diligence and not rely on the information provided as financial advice. Consider this article as supplementing your required research. Please always apply independent thinking. Note that the rating is not intended to time a specific entry/exit at the point of writing unless otherwise specified.","news_type":1},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329198626349216,"gmtCreate":1721376409744,"gmtModify":1721376413337,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"microsoft will recover","listText":"microsoft will recover","text":"microsoft will recover","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329198626349216","repostId":"1147904291","repostType":2,"repost":{"id":"1147904291","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1721376021,"share":"https://ttm.financial/m/news/1147904291?lang=&edition=fundamental","pubTime":"2024-07-19 16:00","market":"us","language":"en","title":"Microsoft Stock Drops 2% After Outage Hits Users Worldwide, Leading to Canceled Flights","url":"https://stock-news.laohu8.com/highlight/detail?id=1147904291","media":"Tiger Newspress","summary":"Microsoft grappled with a major service outage, leaving users across the world unable to access its cloud computing platforms and causing airlines to cancel flights.Thousands of users across the world","content":"<html><head></head><body><p>Microsoft grappled with a major service outage, leaving users across the world unable to access its cloud computing platforms and causing airlines to cancel flights.</p><p style=\"text-align: start;\">Thousands of users across the world reported problems with Microsoft 365 apps and services to Downdetector.com, a website that tracks service disruptions.</p><p>Microsoft shares dropped 2% in premarket trading Friday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c905f2e0e6756f86971381b897695a22\" tg-width=\"876\" tg-height=\"628\"/></p><p>“We’re investigating an issue impacting users’ ability to access various Microsoft 365 apps and services,” Microsoft 365 Status said on X early Friday.</p><p>On its status page for Azure, Microsoft’s cloud computing platform, the company said the issue began just before 10 p.m. ET Thursday, affecting systems across the central U.S. In an update, Microsoft said it had determined the cause and was working to restore access to its users.</p><p>Microsoft didn’t respond immediately to a request for comment.</p><p>The outage forced low-cost airline Frontier to cancel some flights. “Our systems are currently impacted by a Microsoft outage, which is also affecting other companies,” Frontier said in a statement. “We appreciate your patience.” The carrier said it would offer refunds to affected passengers.</p><p>The Federal Aviation Administration said Frontier asked it to pause the airline’s departures across the U.S. Thursday night. The ground stop was later lifted. </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>Microsoft Stock Drops 2% After Outage Hits Users Worldwide, Leading to Canceled Flights</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Stock Drops 2% After Outage Hits Users Worldwide, Leading to Canceled Flights\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-07-19 16:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Microsoft grappled with a major service outage, leaving users across the world unable to access its cloud computing platforms and causing airlines to cancel flights.</p><p style=\"text-align: start;\">Thousands of users across the world reported problems with Microsoft 365 apps and services to Downdetector.com, a website that tracks service disruptions.</p><p>Microsoft shares dropped 2% in premarket trading Friday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c905f2e0e6756f86971381b897695a22\" tg-width=\"876\" tg-height=\"628\"/></p><p>“We’re investigating an issue impacting users’ ability to access various Microsoft 365 apps and services,” Microsoft 365 Status said on X early Friday.</p><p>On its status page for Azure, Microsoft’s cloud computing platform, the company said the issue began just before 10 p.m. ET Thursday, affecting systems across the central U.S. In an update, Microsoft said it had determined the cause and was working to restore access to its users.</p><p>Microsoft didn’t respond immediately to a request for comment.</p><p>The outage forced low-cost airline Frontier to cancel some flights. “Our systems are currently impacted by a Microsoft outage, which is also affecting other companies,” Frontier said in a statement. “We appreciate your patience.” The carrier said it would offer refunds to affected passengers.</p><p>The Federal Aviation Administration said Frontier asked it to pause the airline’s departures across the U.S. Thursday night. The ground stop was later lifted. </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147904291","content_text":"Microsoft grappled with a major service outage, leaving users across the world unable to access its cloud computing platforms and causing airlines to cancel flights.Thousands of users across the world reported problems with Microsoft 365 apps and services to Downdetector.com, a website that tracks service disruptions.Microsoft shares dropped 2% in premarket trading Friday.“We’re investigating an issue impacting users’ ability to access various Microsoft 365 apps and services,” Microsoft 365 Status said on X early Friday.On its status page for Azure, Microsoft’s cloud computing platform, the company said the issue began just before 10 p.m. ET Thursday, affecting systems across the central U.S. In an update, Microsoft said it had determined the cause and was working to restore access to its users.Microsoft didn’t respond immediately to a request for comment.The outage forced low-cost airline Frontier to cancel some flights. “Our systems are currently impacted by a Microsoft outage, which is also affecting other companies,” Frontier said in a statement. “We appreciate your patience.” The carrier said it would offer refunds to affected passengers.The Federal Aviation Administration said Frontier asked it to pause the airline’s departures across the U.S. Thursday night. The ground stop was later lifted.","news_type":1},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329197896016088,"gmtCreate":1721376239382,"gmtModify":1721376252819,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"crowdstrike dropped 13% premarket","listText":"crowdstrike dropped 13% premarket","text":"crowdstrike dropped 13% premarket","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329197896016088","repostId":"1147904291","repostType":2,"repost":{"id":"1147904291","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1721376021,"share":"https://ttm.financial/m/news/1147904291?lang=&edition=fundamental","pubTime":"2024-07-19 16:00","market":"us","language":"en","title":"Microsoft Stock Drops 2% After Outage Hits Users Worldwide, Leading to Canceled Flights","url":"https://stock-news.laohu8.com/highlight/detail?id=1147904291","media":"Tiger Newspress","summary":"Microsoft grappled with a major service outage, leaving users across the world unable to access its cloud computing platforms and causing airlines to cancel flights.Thousands of users across the world","content":"<html><head></head><body><p>Microsoft grappled with a major service outage, leaving users across the world unable to access its cloud computing platforms and causing airlines to cancel flights.</p><p style=\"text-align: start;\">Thousands of users across the world reported problems with Microsoft 365 apps and services to Downdetector.com, a website that tracks service disruptions.</p><p>Microsoft shares dropped 2% in premarket trading Friday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c905f2e0e6756f86971381b897695a22\" tg-width=\"876\" tg-height=\"628\"/></p><p>“We’re investigating an issue impacting users’ ability to access various Microsoft 365 apps and services,” Microsoft 365 Status said on X early Friday.</p><p>On its status page for Azure, Microsoft’s cloud computing platform, the company said the issue began just before 10 p.m. ET Thursday, affecting systems across the central U.S. In an update, Microsoft said it had determined the cause and was working to restore access to its users.</p><p>Microsoft didn’t respond immediately to a request for comment.</p><p>The outage forced low-cost airline Frontier to cancel some flights. “Our systems are currently impacted by a Microsoft outage, which is also affecting other companies,” Frontier said in a statement. “We appreciate your patience.” The carrier said it would offer refunds to affected passengers.</p><p>The Federal Aviation Administration said Frontier asked it to pause the airline’s departures across the U.S. Thursday night. The ground stop was later lifted. </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>Microsoft Stock Drops 2% After Outage Hits Users Worldwide, Leading to Canceled Flights</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Stock Drops 2% After Outage Hits Users Worldwide, Leading to Canceled Flights\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-07-19 16:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Microsoft grappled with a major service outage, leaving users across the world unable to access its cloud computing platforms and causing airlines to cancel flights.</p><p style=\"text-align: start;\">Thousands of users across the world reported problems with Microsoft 365 apps and services to Downdetector.com, a website that tracks service disruptions.</p><p>Microsoft shares dropped 2% in premarket trading Friday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c905f2e0e6756f86971381b897695a22\" tg-width=\"876\" tg-height=\"628\"/></p><p>“We’re investigating an issue impacting users’ ability to access various Microsoft 365 apps and services,” Microsoft 365 Status said on X early Friday.</p><p>On its status page for Azure, Microsoft’s cloud computing platform, the company said the issue began just before 10 p.m. ET Thursday, affecting systems across the central U.S. In an update, Microsoft said it had determined the cause and was working to restore access to its users.</p><p>Microsoft didn’t respond immediately to a request for comment.</p><p>The outage forced low-cost airline Frontier to cancel some flights. “Our systems are currently impacted by a Microsoft outage, which is also affecting other companies,” Frontier said in a statement. “We appreciate your patience.” The carrier said it would offer refunds to affected passengers.</p><p>The Federal Aviation Administration said Frontier asked it to pause the airline’s departures across the U.S. Thursday night. The ground stop was later lifted. </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147904291","content_text":"Microsoft grappled with a major service outage, leaving users across the world unable to access its cloud computing platforms and causing airlines to cancel flights.Thousands of users across the world reported problems with Microsoft 365 apps and services to Downdetector.com, a website that tracks service disruptions.Microsoft shares dropped 2% in premarket trading Friday.“We’re investigating an issue impacting users’ ability to access various Microsoft 365 apps and services,” Microsoft 365 Status said on X early Friday.On its status page for Azure, Microsoft’s cloud computing platform, the company said the issue began just before 10 p.m. ET Thursday, affecting systems across the central U.S. In an update, Microsoft said it had determined the cause and was working to restore access to its users.Microsoft didn’t respond immediately to a request for comment.The outage forced low-cost airline Frontier to cancel some flights. “Our systems are currently impacted by a Microsoft outage, which is also affecting other companies,” Frontier said in a statement. “We appreciate your patience.” The carrier said it would offer refunds to affected passengers.The Federal Aviation Administration said Frontier asked it to pause the airline’s departures across the U.S. Thursday night. The ground stop was later lifted.","news_type":1},"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":310366038315248,"gmtCreate":1716777553852,"gmtModify":1716777557755,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"Not only the emergency response was exemplary, it is also commendable that they also provide frequent updates to the public.&nbsp;","listText":"Not only the emergency response was exemplary, it is also commendable that they also provide frequent updates to the public.&nbsp;","text":"Not only the emergency response was exemplary, it is also commendable that they also provide frequent updates to the public.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310366038315248","repostId":"2438885603","repostType":2,"repost":{"id":"2438885603","kind":"highlight","pubTimestamp":1716774930,"share":"https://ttm.financial/m/news/2438885603?lang=&edition=fundamental","pubTime":"2024-05-27 09:55","market":"sg","language":"en","title":"The Way Singapore Air Handled SQ321 Turbulence Crisis Is a Lesson for Other Carriers","url":"https://stock-news.laohu8.com/highlight/detail?id=2438885603","media":"CNA","summary":"While SIA’s crisis management efforts have been lauded, the safety and security of air travel will be on the minds of passengers and airlines alike, says Endau Analytics’ Shukor Yusof.","content":"<html><head></head><body><p>SINGAPORE: Air travellers everywhere must have followed news of turbulence-hit Singapore Airlines (SIA) flight SQ321 with a shudder - another one of the many fears about flying that have become reality recently.</p><p>On Tuesday (May 21), the Boeing 777-300ER jet met sudden severe turbulence over the skies of Myanmar, which sent some passengers crashing into the overhead compartments. One death has been reported and many were injured, some critically.</p><p>Airlines have emergency protocols and crisis management teams, all with the hopes of never needing to activate them. The immediate aftermath of air incidents can be challenge: Staff may be in a state of shock or confusion, passengers unattended, and information scant, often uncertain.</p><p>By most accounts, SIA’s actions in the air and on the ground were exemplary and are a lesson in crisis response for other carriers.</p><h2 id=\"id_4173614921\">EXEMPLARY CRISIS RESPONSE</h2><p>SIA’s rapid actions and clear communications have been widely lauded, starting with the pilot’s decision to land in Bangkok, instead of Yangon. The airline has a bigger station in the Thai capital and medical facilities there could cope better with the emergency.</p><p>One passenger Josh Silverstone praised the cabin crew for checking on people despite several being themselves badly hurt. Another passenger, Andrew Davies, recalled that the flight attendants were “stoic and did everything they could”.</p><p>The jet was met at Suvarnabhumi Airport by ambulances and medical workers who ferried victims to nearby hospitals. Malaysia student Dzafran Azmir lauded the airport and SIA staff for taking care of injured and uninjured passengers.</p><p>By that evening, an SIA relief plane left for Bangkok. SIA CEO Goh Choon Phong met returning passengers on arrival early Wednesday morning and also flew to meet those still in Bangkok.</p><p>Preparedness and a strong culture of safety are critical.</p><p>Five months earlier, the world witnessed how a calm and collected Japan Airlines crew swiftly steered all 367 passengers out of a burning Airbus A350 at Haneda airport, with no major injuries. Their rigorous training, including 90-second evacuation drills, paid off.</p><p>That is not to say SIA’s handling of the SQ321 incident has been flawless. An injured passenger complained that SIA had not been forthcoming with information. SIA has apologised to him.</p><h2 id=\"id_2081003793\">HARD-EARNED LESSONS</h2><p>Good crisis response and communications is hard work. And SIA showed it has learnt from its last fatal aviation incident 24 years ago.</p><p>In October 2000, an SIA Boeing 747-400 scheduled for Los Angeles took off from the wrong runway at Taipei airport during a typhoon, which resulted in a horrific crash that killed 83 people.</p><p>That tragedy was marred by initial confusion and miscommunication, after inaccurate and uncorroborated information were made public, causing widespread anger and criticism.</p><p>Few airlines cope well when things go awry.</p><p>Last year, American discount carrier Southwest Airlines was fined US$140 million for its shambolic cancellation of 17,000 flights due to a winter storm during Christmas 2022 that left 2 million passengers stranded. Southwest had been criticised for not taking responsibility during the crisis and its poor communications.</p><p>How airlines treat its passengers during a crisis helps cement brand loyalty.</p><p>SIA has a track record of very good customer service, though there have been complaints about declining standards in recent months from disgruntled passengers, including those in its elite Solitaire PPS Club.</p><p> The airline’s handling of SQ321 will go some ways in quelling critics of its peacetime faults and reassure them that they are in good hands when it really matters.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/79f24ea04e78ccb77c1af0afb6567120\" tg-width=\"830\" tg-height=\"468\"/></p><p> A Singapore Airlines aircraft takes off from Changi Airport in Singapore on Apr 15, 2024. (Photo: AFP/Roslan Rahman)</p><p></p><h2 id=\"id_1261845919\">RISKS AND HAZARDS FACING AIRLINES</h2><p>Still, airlines must be nervous after the SQ321 incident: Air travel is fraught with risks beyond the industry’s control, from pandemics and natural disasters to geopolitical instability.</p><p>Aviation suffered greatly during the COVID-19 pandemic, when airlines around the world grounded their fleets and laid off or cut the salaries of many workers.</p><p>In the past two years, conflicts in Ukraine, Gaza and Iran have forced airlines to avoid large swathes of airspace in the Middle East and Europe, causing flights to be rerouted, resulting in loss of time and money.</p><p>In recent months, some flights in Indonesia were cancelled due to volcanic eruptions. Volcanic ash can damage plane engines and cause aircraft to stall.</p><p>Then there are weather hazards. Besides turbulence, other challenges include wind shear, icing and weather conditions that require pilots to fly primarily by reference to flight instruments instead of visual references (known as instrument meteorological conditions).</p><h2 id=\"id_1600147152\">AIR SAFETY AND ARTIFICIAL INTELLIGENCE?</h2><p>That said, flying is still the safest mode of transportation.</p><p>According to an International Air Transport Association (IATA) safety report, there were 39 commercial aviation accidents in 2022, resulting in 158 deaths. That’s one accident for every 0.83 million flights.</p><p>Still, the industry is looking for ways to make air travel safer and hassle-free.</p><p>Experts have begun work on using artificial intelligence (AI) for optimised flight paths that can prevent delays, predictive maintenance to ensure a plane’s airworthiness and more accurate weather forecasts.</p><p>AI algorithms, that can analyse vast amounts of data from various sources, could help pilots and air traffic controllers make better informed decisions and reduce human error.</p><p>From preventing accidents to minimising loss and managing the crisis when they do, safety and security are non-negotiable in aviation.  </p></body></html>","source":"can_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Way Singapore Air Handled SQ321 Turbulence Crisis Is a Lesson for Other Carriers</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Way Singapore Air Handled SQ321 Turbulence Crisis Is a Lesson for Other Carriers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-27 09:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.channelnewsasia.com/commentary/singapore-airlines-sia-sq321-turbulence-crisis-response-death-injuries-4361101><strong>CNA</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SINGAPORE: Air travellers everywhere must have followed news of turbulence-hit Singapore Airlines (SIA) flight SQ321 with a shudder - another one of the many fears about flying that have become ...</p>\n\n<a href=\"https://www.channelnewsasia.com/commentary/singapore-airlines-sia-sq321-turbulence-crisis-response-death-injuries-4361101\">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.channelnewsasia.com/commentary/singapore-airlines-sia-sq321-turbulence-crisis-response-death-injuries-4361101","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2438885603","content_text":"SINGAPORE: Air travellers everywhere must have followed news of turbulence-hit Singapore Airlines (SIA) flight SQ321 with a shudder - another one of the many fears about flying that have become reality recently.On Tuesday (May 21), the Boeing 777-300ER jet met sudden severe turbulence over the skies of Myanmar, which sent some passengers crashing into the overhead compartments. One death has been reported and many were injured, some critically.Airlines have emergency protocols and crisis management teams, all with the hopes of never needing to activate them. The immediate aftermath of air incidents can be challenge: Staff may be in a state of shock or confusion, passengers unattended, and information scant, often uncertain.By most accounts, SIA’s actions in the air and on the ground were exemplary and are a lesson in crisis response for other carriers.EXEMPLARY CRISIS RESPONSESIA’s rapid actions and clear communications have been widely lauded, starting with the pilot’s decision to land in Bangkok, instead of Yangon. The airline has a bigger station in the Thai capital and medical facilities there could cope better with the emergency.One passenger Josh Silverstone praised the cabin crew for checking on people despite several being themselves badly hurt. Another passenger, Andrew Davies, recalled that the flight attendants were “stoic and did everything they could”.The jet was met at Suvarnabhumi Airport by ambulances and medical workers who ferried victims to nearby hospitals. Malaysia student Dzafran Azmir lauded the airport and SIA staff for taking care of injured and uninjured passengers.By that evening, an SIA relief plane left for Bangkok. SIA CEO Goh Choon Phong met returning passengers on arrival early Wednesday morning and also flew to meet those still in Bangkok.Preparedness and a strong culture of safety are critical.Five months earlier, the world witnessed how a calm and collected Japan Airlines crew swiftly steered all 367 passengers out of a burning Airbus A350 at Haneda airport, with no major injuries. Their rigorous training, including 90-second evacuation drills, paid off.That is not to say SIA’s handling of the SQ321 incident has been flawless. An injured passenger complained that SIA had not been forthcoming with information. SIA has apologised to him.HARD-EARNED LESSONSGood crisis response and communications is hard work. And SIA showed it has learnt from its last fatal aviation incident 24 years ago.In October 2000, an SIA Boeing 747-400 scheduled for Los Angeles took off from the wrong runway at Taipei airport during a typhoon, which resulted in a horrific crash that killed 83 people.That tragedy was marred by initial confusion and miscommunication, after inaccurate and uncorroborated information were made public, causing widespread anger and criticism.Few airlines cope well when things go awry.Last year, American discount carrier Southwest Airlines was fined US$140 million for its shambolic cancellation of 17,000 flights due to a winter storm during Christmas 2022 that left 2 million passengers stranded. Southwest had been criticised for not taking responsibility during the crisis and its poor communications.How airlines treat its passengers during a crisis helps cement brand loyalty.SIA has a track record of very good customer service, though there have been complaints about declining standards in recent months from disgruntled passengers, including those in its elite Solitaire PPS Club. The airline’s handling of SQ321 will go some ways in quelling critics of its peacetime faults and reassure them that they are in good hands when it really matters. A Singapore Airlines aircraft takes off from Changi Airport in Singapore on Apr 15, 2024. (Photo: AFP/Roslan Rahman)RISKS AND HAZARDS FACING AIRLINESStill, airlines must be nervous after the SQ321 incident: Air travel is fraught with risks beyond the industry’s control, from pandemics and natural disasters to geopolitical instability.Aviation suffered greatly during the COVID-19 pandemic, when airlines around the world grounded their fleets and laid off or cut the salaries of many workers.In the past two years, conflicts in Ukraine, Gaza and Iran have forced airlines to avoid large swathes of airspace in the Middle East and Europe, causing flights to be rerouted, resulting in loss of time and money.In recent months, some flights in Indonesia were cancelled due to volcanic eruptions. Volcanic ash can damage plane engines and cause aircraft to stall.Then there are weather hazards. Besides turbulence, other challenges include wind shear, icing and weather conditions that require pilots to fly primarily by reference to flight instruments instead of visual references (known as instrument meteorological conditions).AIR SAFETY AND ARTIFICIAL INTELLIGENCE?That said, flying is still the safest mode of transportation.According to an International Air Transport Association (IATA) safety report, there were 39 commercial aviation accidents in 2022, resulting in 158 deaths. That’s one accident for every 0.83 million flights.Still, the industry is looking for ways to make air travel safer and hassle-free.Experts have begun work on using artificial intelligence (AI) for optimised flight paths that can prevent delays, predictive maintenance to ensure a plane’s airworthiness and more accurate weather forecasts.AI algorithms, that can analyse vast amounts of data from various sources, could help pilots and air traffic controllers make better informed decisions and reduce human error.From preventing accidents to minimising loss and managing the crisis when they do, safety and security are non-negotiable in aviation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":295857038041424,"gmtCreate":1713260760660,"gmtModify":1713260764503,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"It hasnt breach support, $152 is a stronger support, if $152 is breached, next support will be around $102.","listText":"It hasnt breach support, $152 is a stronger support, if $152 is breached, next support will be around $102.","text":"It hasnt breach support, $152 is a stronger support, if $152 is breached, next support will be around $102.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/295857038041424","repostId":"2427178758","repostType":2,"repost":{"id":"2427178758","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1713257745,"share":"https://ttm.financial/m/news/2427178758?lang=&edition=fundamental","pubTime":"2024-04-16 16:55","market":"us","language":"en","title":"Tesla Stock Breached Support. This Is Where It's Headed","url":"https://stock-news.laohu8.com/highlight/detail?id=2427178758","media":"Dow Jones","summary":"Tesla stock closed below key a support level Monday, leaving investors wondering where shares are headed next into the company's key first-quarter earnings report.Tesla stock dropped 5.6% Monday, losing almost $10 and closing at $161.48 following news that Tesla would lay off more than 10% of its 140,000-strong workforce. The S&P 500 and Nasdaq Composite fell 1.2% and 1.8%, respectively.The drop Monday took Tesla below technical support levels at about $164 a share. Support and resistance are terms used by traders and technical analysts. They represent levels where investors have been willing to buy, or sell, stock in the past.Breaking through a support level leaves investors looking for the next level where declines might stop. Fairlead Strategies cofounder Katie Stockton said $148 a share represents another level of support.Stockton isn't making a fundamental call on the stock. She looks at stock charts to suss out where shares can go over the short- and medium-term. Moving averages,","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  Al Root \n</p>\n<p>\n  Tesla stock fell Tuesday after shares closed below an important level of support on Monday. The recent action leaves investors wondering where shares are headed as the company's first-quarter earnings report approaches. \n</p>\n<p>\n     Tesla dropped 5.6% Monday, losing almost $10 and closing at $161.48 following news that Tesla would lay off more than 10% of its 140,000-strong workforce. The S&amp;P 500 and Nasdaq Composite fell 1.2% and 1.8%, respectively. \n</p>\n<p>\n     Shares fell 2.7%, closing at $157.11 on Tuesday, while the S&amp;P 500 and Nasdaq dropped 0.2% and 0.1%, respectively. Tesla stock hadn't traded below $160 since May 2023. \n</p>\n<p>\n     The declines leave Tesla stock down about 37% year to date. Shares are now trading for about 44 times the per-share earnings the EV maker is expected to produce in 2025. They started the year trading for about 65 times, according to FactSet. \n</p>\n<p>\n     The drop Monday took Tesla below a so-called technical support level at about $164 a share. Breaking through a support level -- a price that investors have been willing to buy in the past -- leaves investors looking for the next level where declines might stop. Fairlead Strategies co-founder Katie Stockton said $148 represents another level of support. \n</p>\n<p>\n     Stockton and other technical analysts don't make fundamental calls on stocks. They look at price charts to suss out where shares can go over the short and medium term. Technical analysts such as Stockton use moving averages, percentages of prior gains, and other data to figure out what's coming next for a particular stock. \n</p>\n<p>\n     Shares might drift toward the $148 level without something significant to change investor sentiment. Earnings are a factor that could change the picture, for better or for worse. \n</p>\n<p>\n     Tesla is due to report first-quarter results on April 23 after the market closes. It likely would take reassurance from CEO Elon Musk that growth will return to send the stock higher. \n</p>\n<p>\n     Tesla delivered about 387,000 vehicles in the first quarter of 2024, down almost 9% year over year, missing the lowest Wall Street estimates by roughly 20,000 units. The miss led Wall Street analysts to cut 2024 delivery estimates to about 1.8 million units, flat with 2023. \n</p>\n<p>\n     \"I'd love [Musk] to give a candle of hope...a ray of light for [profit margins],\" says Canaccord analyst George Gianarikas. \n</p>\n<p>\n     Lower deliveries and falling EV prices have pressured profit margins. Wall Street expects operating profit margins in the first quarter to come in at about 6%, according to FactSet, down from 11% in the first quarter of 2023 and from 19% in the first quarter of 2022. \n</p>\n<p>\n     \"People need hope,\" added Gianarikas. He rates Tesla stock at Buy with a $234 price target. \n</p>\n<p>\n     Write to Al Root at  allen.root@dowjones.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 16, 2024 16:16 ET (20:16 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Breached Support. This Is Where It's Headed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Breached Support. This Is Where It's Headed\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-04-16 16:55</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  Al Root \n</p>\n<p>\n  Tesla stock fell Tuesday after shares closed below an important level of support on Monday. The recent action leaves investors wondering where shares are headed as the company's first-quarter earnings report approaches. \n</p>\n<p>\n     Tesla dropped 5.6% Monday, losing almost $10 and closing at $161.48 following news that Tesla would lay off more than 10% of its 140,000-strong workforce. The S&amp;P 500 and Nasdaq Composite fell 1.2% and 1.8%, respectively. \n</p>\n<p>\n     Shares fell 2.7%, closing at $157.11 on Tuesday, while the S&amp;P 500 and Nasdaq dropped 0.2% and 0.1%, respectively. Tesla stock hadn't traded below $160 since May 2023. \n</p>\n<p>\n     The declines leave Tesla stock down about 37% year to date. Shares are now trading for about 44 times the per-share earnings the EV maker is expected to produce in 2025. They started the year trading for about 65 times, according to FactSet. \n</p>\n<p>\n     The drop Monday took Tesla below a so-called technical support level at about $164 a share. Breaking through a support level -- a price that investors have been willing to buy in the past -- leaves investors looking for the next level where declines might stop. Fairlead Strategies co-founder Katie Stockton said $148 represents another level of support. \n</p>\n<p>\n     Stockton and other technical analysts don't make fundamental calls on stocks. They look at price charts to suss out where shares can go over the short and medium term. Technical analysts such as Stockton use moving averages, percentages of prior gains, and other data to figure out what's coming next for a particular stock. \n</p>\n<p>\n     Shares might drift toward the $148 level without something significant to change investor sentiment. Earnings are a factor that could change the picture, for better or for worse. \n</p>\n<p>\n     Tesla is due to report first-quarter results on April 23 after the market closes. It likely would take reassurance from CEO Elon Musk that growth will return to send the stock higher. \n</p>\n<p>\n     Tesla delivered about 387,000 vehicles in the first quarter of 2024, down almost 9% year over year, missing the lowest Wall Street estimates by roughly 20,000 units. The miss led Wall Street analysts to cut 2024 delivery estimates to about 1.8 million units, flat with 2023. \n</p>\n<p>\n     \"I'd love [Musk] to give a candle of hope...a ray of light for [profit margins],\" says Canaccord analyst George Gianarikas. \n</p>\n<p>\n     Lower deliveries and falling EV prices have pressured profit margins. Wall Street expects operating profit margins in the first quarter to come in at about 6%, according to FactSet, down from 11% in the first quarter of 2023 and from 19% in the first quarter of 2022. \n</p>\n<p>\n     \"People need hope,\" added Gianarikas. He rates Tesla stock at Buy with a $234 price target. \n</p>\n<p>\n     Write to Al Root at  allen.root@dowjones.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 16, 2024 16:16 ET (20:16 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4555":"新能源车","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0823411888.USD":"法巴消费创新基金 Cap","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4527":"明星科技股","BK4588":"碎股","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","TSLL":"Direxion Daily TSLA Bull 2X Shares","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4581":"高盛持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4511":"特斯拉概念","BK4099":"汽车制造商","TSLA":"特斯拉","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4548":"巴美列捷福持仓","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4592":"伊斯兰概念","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2427178758","content_text":"Al Root \n\n\n  Tesla stock fell Tuesday after shares closed below an important level of support on Monday. The recent action leaves investors wondering where shares are headed as the company's first-quarter earnings report approaches. \n\n\n     Tesla dropped 5.6% Monday, losing almost $10 and closing at $161.48 following news that Tesla would lay off more than 10% of its 140,000-strong workforce. The S&P 500 and Nasdaq Composite fell 1.2% and 1.8%, respectively. \n\n\n     Shares fell 2.7%, closing at $157.11 on Tuesday, while the S&P 500 and Nasdaq dropped 0.2% and 0.1%, respectively. Tesla stock hadn't traded below $160 since May 2023. \n\n\n     The declines leave Tesla stock down about 37% year to date. Shares are now trading for about 44 times the per-share earnings the EV maker is expected to produce in 2025. They started the year trading for about 65 times, according to FactSet. \n\n\n     The drop Monday took Tesla below a so-called technical support level at about $164 a share. Breaking through a support level -- a price that investors have been willing to buy in the past -- leaves investors looking for the next level where declines might stop. Fairlead Strategies co-founder Katie Stockton said $148 represents another level of support. \n\n\n     Stockton and other technical analysts don't make fundamental calls on stocks. They look at price charts to suss out where shares can go over the short and medium term. Technical analysts such as Stockton use moving averages, percentages of prior gains, and other data to figure out what's coming next for a particular stock. \n\n\n     Shares might drift toward the $148 level without something significant to change investor sentiment. Earnings are a factor that could change the picture, for better or for worse. \n\n\n     Tesla is due to report first-quarter results on April 23 after the market closes. It likely would take reassurance from CEO Elon Musk that growth will return to send the stock higher. \n\n\n     Tesla delivered about 387,000 vehicles in the first quarter of 2024, down almost 9% year over year, missing the lowest Wall Street estimates by roughly 20,000 units. The miss led Wall Street analysts to cut 2024 delivery estimates to about 1.8 million units, flat with 2023. \n\n\n     \"I'd love [Musk] to give a candle of hope...a ray of light for [profit margins],\" says Canaccord analyst George Gianarikas. \n\n\n     Lower deliveries and falling EV prices have pressured profit margins. Wall Street expects operating profit margins in the first quarter to come in at about 6%, according to FactSet, down from 11% in the first quarter of 2023 and from 19% in the first quarter of 2022. \n\n\n     \"People need hope,\" added Gianarikas. He rates Tesla stock at Buy with a $234 price target. \n\n\n     Write to Al Root at  allen.root@dowjones.com \n\n\n     This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  April 16, 2024 16:16 ET (20:16 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276678441885776,"gmtCreate":1708578719200,"gmtModify":1708578723530,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"how long have u waited for it to turnaround? It wont turn around already, not in the near future.&nbsp;","listText":"how long have u waited for it to turnaround? It wont turn around already, not in the near future.&nbsp;","text":"how long have u waited for it to turnaround? It wont turn around already, not in the near future.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276678441885776","repostId":"2413285454","repostType":2,"repost":{"id":"2413285454","kind":"highlight","pubTimestamp":1708572600,"share":"https://ttm.financial/m/news/2413285454?lang=&edition=fundamental","pubTime":"2024-02-22 11:30","market":"hk","language":"en","title":"Alibaba: When Will The Sentiment Turn Around?","url":"https://stock-news.laohu8.com/highlight/detail?id=2413285454","media":"Seeking Alpha","summary":"In this paragraph, we will take a look at some of the key financial metrics and compare them to other e-commerce players.Let's get this out of the way first. Alibaba is cheap, very cheap. N","content":"<html><head></head><body><ul style=\"\"><li><p>Alibaba stock has experienced a steep decline, losing as much as 81.83% and currently down 77%.</p></li><li><p>The Chinese economy is slow, but an acceleration would greatly benefit Alibaba. This could cause significant multiple expansion and as such a swift increase in the stock price.</p></li><li><p>Alibaba is cheap compared to other e-commerce players, with impressive financial metrics and multiples.</p></li><li><p>It might be wise to wait for a technical breakout to get the best possible risk/reward opportunity.</p></li><li><p>We believe Alibaba is a strong buy as the underlying value is simply too big to ignore.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2cdf92b7af42e3d9039fc082a2fe740c\" alt=\"Bloomberg/Bloomberg via Getty Images\" title=\"Bloomberg/Bloomberg via Getty Images\" tg-width=\"594\" tg-height=\"396\"/><span>Bloomberg/Bloomberg via Getty Images</span></p><h2 id=\"id_557719550\">Introduction</h2><p>The last time we wrote about Alibaba (NYSE:BABA) was almost a year ago. In this article, we will take a deeper look at what changed and why we remain bullish.</p><p>Alibaba was once a beloved investment for growth and value investors all over the world. In more recent years, the company hasn&#39;t received much love. The disappearance of Jack Ma, regulation fears, trade war fears, and even geopolitical fears with the possible scenario of China invading Taiwan.</p><p>In my opinion, the risks associated with China were grossly underestimated in the crazy market hausse we saw in 2020-2021. Since then, the stock has been in a steep downtrend losing as much as 81.83% at one point and currently still down a staggering 77%.</p><p>Nevertheless, it is important to remember that the Chinese economy as a whole is pretty slow right now. The whole Shanghai index has been on a decline since early 2021.</p><p>This has multiple reasons, the Chinese economy still hasn&#39;t recovered from the COVID-19 lockdowns. That the Chinese economy is slow can be seen in both the CPI and the manufacturing index. The CPI is even showing signs of deflation at this moment in time.</p><p>This is the main reason why Alibaba hasn&#39;t been able to recover since our last write-up. Nevertheless, we indicated that Alibaba is a long-term play and one shouldn&#39;t expect immediate results from this stock. At the current valuation, Alibaba is simply too cheap to ignore, but I would wait for the sentiment to turn before buying into the stock for the optimal risk/reward.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/536029bc5d59f97c7e158e3508f97d87\" alt=\"Ycharts\" title=\"Ycharts\" tg-width=\"635\" tg-height=\"424\"/><span>Ycharts</span></p><p>Let&#39;s compare this price evolution to its most well-known American competitor, Amazon (AMZN). Alibaba stock topped on the 27th of October 2020 at almost $320 per share. Since January 2020, Amazon had a return of 110.7%, while Alibaba returned -56.41%. Not what you like to see if you are a BABA investor.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f9ace2fd75d6311c06c74a8972ef35b\" alt=\"Ycharts\" title=\"Ycharts\" tg-width=\"635\" tg-height=\"439\"/><span>Ycharts</span></p><p>Overall, this slow period in the Chinese economy is further fuel to our bull case as an acceleration of the Chinese economy will significantly benefit Alibaba. Furthermore, we believe the depressed economy by far outweighs the potential geopolitical risk at this moment in time. The likelihood of China invading Taiwan remains relatively low in the near future.</p><h2 id=\"id_753864216\">Is It Cheap Enough?</h2><p>In this paragraph, we will take a look at some of the key financial metrics and compare them to other e-commerce players.</p><p>Let&#39;s get this out of the way first. Alibaba is cheap, very cheap. Nonetheless, it isn&#39;t getting any love from investors, what&#39;s the reason behind this, you might ask, we will take a look at this in the next paragraph, but first let&#39;s take a look at the revenue and gross profit growth.</p><p>As can be seen in the chart below, Alibaba&#39;s revenue has soared till 2022, where it peaked at $134,539.60M, gross profit peaked as well, at $49,578.40M. But, if you take a close look at the chart, you can see that the gross profit is almost back at the same level with the TTM gross profit currently sitting at $49,578.40M.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e251c981965c77185dd6c769f0a9e6ac\" alt=\"Stock Info\" title=\"Stock Info\" tg-width=\"640\" tg-height=\"450\"/><span>Stock Info</span></p><p>Now, let&#39;s take a look at the CAGRs. The revenue CAGR since 2015 is 29.57%, while the gross profit CAGR since 2015 is close to 21%. Very impressive numbers to say the least. While the revenue and gross profit have gone nowhere since 2022, the 5Y CAGRs are still 17.64% and 12.61% respectively for revenue and gross profit. It&#39;s not as great, but still very solid.</p><p>In addition, the gross margin is going back in the right direction again as well, with the TTM gross margin sitting at 37.91% up from 36.85% in both 2022 and 2023.</p><p>An important thing to note is where this revenue is coming from. In the table below, you can see that by far the biggest contributor to its revenue is the China Commerce Retail segment, contributing 63% of the total revenue.</p><p>What is interesting to note is that Alibaba seems to have focused more on profitability over the last year. Of the 6 largest revenue drivers, all are posting a positive EBITDA this quarter. This is in stark contrast to the same quarter last year, where 4 out of 6 still posted negative EBITDA numbers.</p><p>What is interesting to see is that Alibaba&#39;s revenue has now become a bit more diversified compared to when we last wrote about it is a positive sign. Nevertheless, China Commerce Retail remains the one to watch, China Commerce Retail includes Taobao and Tmall, the national eCommerce platforms.</p><p>It is pretty clear that this is Alibaba&#39;s bread and butter of Alibaba&#39;s bottom line.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87833774232deef6b8dd837868849066\" alt=\"Stock Info\" title=\"Stock Info\" tg-width=\"640\" tg-height=\"305\"/><span>Stock Info</span></p><h3 id=\"id_824264825\">Taobao and Tmall</h3><p>Taobao, launched in 2003, is a C2C marketplace, it has been widely adopted in China and competes with JD.com (JD). Taobao is focused on selling a wide variety of products at a very low price. Volume is thus crucial to generate a significant amount of cash.</p><p>On the other hand, you have Tmall which was previously a subdivision of Taobao. Tmall is now an independent division focused on B2C eCommerce that focuses on the quality of merchants by implementing authorization checks. This increases the credibility of the merchants.</p><p>Both platforms are intertwined as the large logistics network from Taobao is used by Tmall as well, as the large volume going through requires significant logistics infrastructure to ensure seamless delivery.</p><p>Gross Merchandise Value (GMV) of Taobao and Tmall is $616.8B and $597.0B, respectively. In comparison, Amazon generated $692.8B in GMV in 2022. Competitors like Pinduoduo and JD.com had a GMV of $541.4B and $570.1B, respectively.</p><h3 id=\"id_4117729744\">Some Other Metrics</h3><p>Now let&#39;s take a look at some other metrics, in 2023 Alibaba generated over $24B in FCF. Nevertheless, it is important to take into consideration that Alibaba pays out a significant amount of stock-based compensation (SBC). 25% of the FCF goes to stock-based compensation, which is quite a significant portion for a company that isn&#39;t in its hyper-growth stage anymore.</p><p>In addition, the company has $86.56B in Total Cash &amp; ST Investments on its balance sheet. With the current share price, this means the company is trading at just 2.13x its cash and ST equivalents. This is mind-boggling for a company like Alibaba.</p><p>Let&#39;s look a little bit further at some multiples.</p><p>The price to FCF and the PS ratio are both at the lowest point in history.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd5a3143faf5b2a1f5f12958c36f3a3e\" alt=\"Ycharts\" title=\"Ycharts\" tg-width=\"635\" tg-height=\"439\"/><span>Ycharts</span></p><p>With the current FCF of over $24B, it currently has an FCF Yield of 13.1%, according to SA this is even higher with 14.53% at the moment of writing. Again, do note that 1/4th of this FCF goes to SBC.</p><p>Furthermore, Alibaba is the cheapest Mega Cap tech stock there is out there. Let&#39;s take a look at the EV/EBITDA multiple of Alibaba compared to some of the giants in the industry. In addition, we added <a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> as this is a peer in an emerging market, which makes it a good comparison. We wrote an article about this stellar company as well, which you can check out here.</p><p>In this comparison, we used Pinduoduo (PDD), Tencent (OTCPK:TCEHY), MercadoLibre (MELI), Alphabet (GOOGL), Microsoft (MSFT), Amazon, Nvidia (NVDA), and Apple (AAPL). You can see Alibaba is the cheapest by quite a large margin.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3f12bf6be3dba767b5e2142f0db8fc9\" alt=\"Ycharts\" title=\"Ycharts\" tg-width=\"635\" tg-height=\"575\"/><span>Ycharts</span></p><h3 id=\"id_1198924550\">Valuation</h3><p>Now that we have discussed some of the metrics, let&#39;s take a quick look at some possible valuation scenarios for the next few years. While a DCF remains the most accurate way to value a company, it still has quite a decent amount of flaws. Normally, a reverse DCF would be my preferred method to look at companies, but I think a P/FCF valuation study is actually pretty interesting for Alibaba, currently.</p><p>Alibaba is currently growing at a steady pace, with a 5Y free cash flow CAGR of 11%, for this example, we will take a much more conservative FCF growth of just 6%. The current P/FCF is around 6.9x, we believe this is very close to the bear case for the company. As such, we decided to put P/FCF for the bear case at 6.5x. Further assumptions in this model are a decrease in shares outstanding of 2.50% per year (the last 2 years this was 3%+).</p><p>As you can see, these metrics are quite conservative, but when looking at Alibaba over the last 2 years, being conservative seems like the right way to go.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de748dbfa0e76579767f8c45d3646ee2\" alt=\"Stock Info\" title=\"Stock Info\" tg-width=\"640\" tg-height=\"137\"/><span>Stock Info</span></p><p>As you can see, if BABA&#39;s sentiment even remotely improves the stock price could quickly soar, even in our base case the valuation for 2025 is as much as $135.06, which is almost double its current share price.</p><p>If BABA would go back to P/FCF&#39;s valuation of the pre-COVID-19 era, we would already be sitting in the super bull case, so even that scenario isn&#39;t necessarily super extreme in case Alibaba can go back to its former glory.</p><h2 id=\"id_3553795266\">The Risks Are Still There</h2><p>While Alibaba stock is cheap, the risks we talked about in our last article, which we wrote almost a year ago, are still there.</p><p>It is pretty simple: if Alibaba were located in Europe or in the United States, the company would deserve a much higher multiple. Due to Alibaba being headquartered in China, the company has to work under the influence. A lot of us still remember the &#34;Big Tech Crackdown&#34;. What exactly is/was the &#34;Big Tech Crackdown&#34;?</p><p>It can be best described as &#34; measures such as antitrust probes, data security overhauls, and a check on capitalist &#34;excess.&#34; These measures have targeted a wide range of sectors and have been carried out by various agencies, with varying justifications.&#34; This wiped out over a trillion dollars in value of Chinese companies. The reason for this has never been clearly communicated, but it is fair to assume that the CCP wanted to show its power and lower the power of the big tech companies in China. If you want to learn more about all the risks associated with Alibaba, we recommend reading our prior article on Alibaba.</p><h2 id=\"id_984637787\">Recent Earnings</h2><p>Alibaba reported earnings last week, they beat revenue by $270M and EPS by $0.03. While this looks pretty good at first glance, it must be said that they weren&#39;t great. Revenue grew by 5.1% year over year, nowhere close to the growth they had in previous years, but this is already baked in the stock price, in my opinion.</p><p>More worrisome is the income from operations. Operating income has declined over the last 3 quarters. In addition, it is now lower than the same quarter last year, $4.367B versus $5.473B in the year prior. This is a 20% decline in just a year. In addition, interest expense went up from $225M the year prior to $300M.</p><p>Earlier in the article, we showed a chart with the segment revenue. As you saw, China Commerce Retail is by far the biggest segment. Unfortunately, the Chinese economy isn&#39;t doing too well at this moment in time, which is weighted on Alibaba&#39;s results. In addition, this might hurt Alibaba for a while longer, although there are signs of improvement in China.</p><p>International commerce, on the other hand, showed strong growth, revenue for the segment came in at $4B, an increase of 44 year-over-year.</p><p>All in all, not much has changed for Alibaba, the only thing that happened over the last year is that the stock continued to decline.</p><p>Nonetheless, the company announced increased buybacks of an additional $25B. Furthermore, they announced that they will start paying a $1 yearly dividend or a dividend yield of 1.35%, which might attract dividend investors.</p><p>Another good sign we saw was both Joe Tsai and Jack Ma buying stock starting in Q3 throughout the end of the year. Insider buying is always a good sign, as insiders only buy for one reason, they believe the stock is going up.</p><h2 id=\"id_2634297064\">Conclusion</h2><p>We believe Alibaba is a solid value play. The stock is still in a steep downtrend and it would be wise to wait for a breakout on the chart for the best risk/reward opportunity. Nevertheless, if you can stomach the volatility and have a long time horizon, a small position in Alibaba could be a great addition to your portfolio.</p><p>Nonetheless, there still are significant risks and a discount on the stock will always exist due to all the risks associated with holding a Chinese company. But, if the sentiment improves once again, we could quickly see multiple expansion on Alibaba and the stock price is likely to go much higher from here.</p><p>Alibaba might have a few more tough quarters, but it is still a powerhouse in e-commerce and is growing its other segments at a solid pace. As such, I believe the worst for the company is already behind us, if this is the case for the stock, I have to be honest and I have no idea. The stock has been very cheap for a while and might continue to stay cheap for some time.</p><p>Nevertheless, we will still rate Alibaba as a strong buy as it is simply too cheap to ignore and the risk/reward is simply too exciting to ignore.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: When Will The Sentiment Turn Around?</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: When Will The Sentiment Turn Around?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-22 11:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4671874-alibaba-when-will-the-sentiment-turn-around><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba stock has experienced a steep decline, losing as much as 81.83% and currently down 77%.The Chinese economy is slow, but an acceleration would greatly benefit Alibaba. This could cause ...</p>\n\n<a href=\"https://seekingalpha.com/article/4671874-alibaba-when-will-the-sentiment-turn-around\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0228659784.USD":"施罗德金砖四国基金","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0061474960.USD":"天利环球焦点基金AU Acc","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","09988":"阿里巴巴-W","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BABA":"阿里巴巴","LU0287142896.SGD":"Fidelity China Focus A-SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0079474960.USD":"联博美国增长基金A","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","BK4220":"综合零售","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0359201612.USD":"贝莱德中国基金A2","LU1051768304.USD":"贝莱德新兴市场股票收益A6","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","IE00B1B80R65.USD":"柏瑞拉丁美洲股票A","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD"},"source_url":"https://seekingalpha.com/article/4671874-alibaba-when-will-the-sentiment-turn-around","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2413285454","content_text":"Alibaba stock has experienced a steep decline, losing as much as 81.83% and currently down 77%.The Chinese economy is slow, but an acceleration would greatly benefit Alibaba. This could cause significant multiple expansion and as such a swift increase in the stock price.Alibaba is cheap compared to other e-commerce players, with impressive financial metrics and multiples.It might be wise to wait for a technical breakout to get the best possible risk/reward opportunity.We believe Alibaba is a strong buy as the underlying value is simply too big to ignore.Bloomberg/Bloomberg via Getty ImagesIntroductionThe last time we wrote about Alibaba (NYSE:BABA) was almost a year ago. In this article, we will take a deeper look at what changed and why we remain bullish.Alibaba was once a beloved investment for growth and value investors all over the world. In more recent years, the company hasn't received much love. The disappearance of Jack Ma, regulation fears, trade war fears, and even geopolitical fears with the possible scenario of China invading Taiwan.In my opinion, the risks associated with China were grossly underestimated in the crazy market hausse we saw in 2020-2021. Since then, the stock has been in a steep downtrend losing as much as 81.83% at one point and currently still down a staggering 77%.Nevertheless, it is important to remember that the Chinese economy as a whole is pretty slow right now. The whole Shanghai index has been on a decline since early 2021.This has multiple reasons, the Chinese economy still hasn't recovered from the COVID-19 lockdowns. That the Chinese economy is slow can be seen in both the CPI and the manufacturing index. The CPI is even showing signs of deflation at this moment in time.This is the main reason why Alibaba hasn't been able to recover since our last write-up. Nevertheless, we indicated that Alibaba is a long-term play and one shouldn't expect immediate results from this stock. At the current valuation, Alibaba is simply too cheap to ignore, but I would wait for the sentiment to turn before buying into the stock for the optimal risk/reward.YchartsLet's compare this price evolution to its most well-known American competitor, Amazon (AMZN). Alibaba stock topped on the 27th of October 2020 at almost $320 per share. Since January 2020, Amazon had a return of 110.7%, while Alibaba returned -56.41%. Not what you like to see if you are a BABA investor.YchartsOverall, this slow period in the Chinese economy is further fuel to our bull case as an acceleration of the Chinese economy will significantly benefit Alibaba. Furthermore, we believe the depressed economy by far outweighs the potential geopolitical risk at this moment in time. The likelihood of China invading Taiwan remains relatively low in the near future.Is It Cheap Enough?In this paragraph, we will take a look at some of the key financial metrics and compare them to other e-commerce players.Let's get this out of the way first. Alibaba is cheap, very cheap. Nonetheless, it isn't getting any love from investors, what's the reason behind this, you might ask, we will take a look at this in the next paragraph, but first let's take a look at the revenue and gross profit growth.As can be seen in the chart below, Alibaba's revenue has soared till 2022, where it peaked at $134,539.60M, gross profit peaked as well, at $49,578.40M. But, if you take a close look at the chart, you can see that the gross profit is almost back at the same level with the TTM gross profit currently sitting at $49,578.40M.Stock InfoNow, let's take a look at the CAGRs. The revenue CAGR since 2015 is 29.57%, while the gross profit CAGR since 2015 is close to 21%. Very impressive numbers to say the least. While the revenue and gross profit have gone nowhere since 2022, the 5Y CAGRs are still 17.64% and 12.61% respectively for revenue and gross profit. It's not as great, but still very solid.In addition, the gross margin is going back in the right direction again as well, with the TTM gross margin sitting at 37.91% up from 36.85% in both 2022 and 2023.An important thing to note is where this revenue is coming from. In the table below, you can see that by far the biggest contributor to its revenue is the China Commerce Retail segment, contributing 63% of the total revenue.What is interesting to note is that Alibaba seems to have focused more on profitability over the last year. Of the 6 largest revenue drivers, all are posting a positive EBITDA this quarter. This is in stark contrast to the same quarter last year, where 4 out of 6 still posted negative EBITDA numbers.What is interesting to see is that Alibaba's revenue has now become a bit more diversified compared to when we last wrote about it is a positive sign. Nevertheless, China Commerce Retail remains the one to watch, China Commerce Retail includes Taobao and Tmall, the national eCommerce platforms.It is pretty clear that this is Alibaba's bread and butter of Alibaba's bottom line.Stock InfoTaobao and TmallTaobao, launched in 2003, is a C2C marketplace, it has been widely adopted in China and competes with JD.com (JD). Taobao is focused on selling a wide variety of products at a very low price. Volume is thus crucial to generate a significant amount of cash.On the other hand, you have Tmall which was previously a subdivision of Taobao. Tmall is now an independent division focused on B2C eCommerce that focuses on the quality of merchants by implementing authorization checks. This increases the credibility of the merchants.Both platforms are intertwined as the large logistics network from Taobao is used by Tmall as well, as the large volume going through requires significant logistics infrastructure to ensure seamless delivery.Gross Merchandise Value (GMV) of Taobao and Tmall is $616.8B and $597.0B, respectively. In comparison, Amazon generated $692.8B in GMV in 2022. Competitors like Pinduoduo and JD.com had a GMV of $541.4B and $570.1B, respectively.Some Other MetricsNow let's take a look at some other metrics, in 2023 Alibaba generated over $24B in FCF. Nevertheless, it is important to take into consideration that Alibaba pays out a significant amount of stock-based compensation (SBC). 25% of the FCF goes to stock-based compensation, which is quite a significant portion for a company that isn't in its hyper-growth stage anymore.In addition, the company has $86.56B in Total Cash & ST Investments on its balance sheet. With the current share price, this means the company is trading at just 2.13x its cash and ST equivalents. This is mind-boggling for a company like Alibaba.Let's look a little bit further at some multiples.The price to FCF and the PS ratio are both at the lowest point in history.YchartsWith the current FCF of over $24B, it currently has an FCF Yield of 13.1%, according to SA this is even higher with 14.53% at the moment of writing. Again, do note that 1/4th of this FCF goes to SBC.Furthermore, Alibaba is the cheapest Mega Cap tech stock there is out there. Let's take a look at the EV/EBITDA multiple of Alibaba compared to some of the giants in the industry. In addition, we added MercadoLibre as this is a peer in an emerging market, which makes it a good comparison. We wrote an article about this stellar company as well, which you can check out here.In this comparison, we used Pinduoduo (PDD), Tencent (OTCPK:TCEHY), MercadoLibre (MELI), Alphabet (GOOGL), Microsoft (MSFT), Amazon, Nvidia (NVDA), and Apple (AAPL). You can see Alibaba is the cheapest by quite a large margin.YchartsValuationNow that we have discussed some of the metrics, let's take a quick look at some possible valuation scenarios for the next few years. While a DCF remains the most accurate way to value a company, it still has quite a decent amount of flaws. Normally, a reverse DCF would be my preferred method to look at companies, but I think a P/FCF valuation study is actually pretty interesting for Alibaba, currently.Alibaba is currently growing at a steady pace, with a 5Y free cash flow CAGR of 11%, for this example, we will take a much more conservative FCF growth of just 6%. The current P/FCF is around 6.9x, we believe this is very close to the bear case for the company. As such, we decided to put P/FCF for the bear case at 6.5x. Further assumptions in this model are a decrease in shares outstanding of 2.50% per year (the last 2 years this was 3%+).As you can see, these metrics are quite conservative, but when looking at Alibaba over the last 2 years, being conservative seems like the right way to go.Stock InfoAs you can see, if BABA's sentiment even remotely improves the stock price could quickly soar, even in our base case the valuation for 2025 is as much as $135.06, which is almost double its current share price.If BABA would go back to P/FCF's valuation of the pre-COVID-19 era, we would already be sitting in the super bull case, so even that scenario isn't necessarily super extreme in case Alibaba can go back to its former glory.The Risks Are Still ThereWhile Alibaba stock is cheap, the risks we talked about in our last article, which we wrote almost a year ago, are still there.It is pretty simple: if Alibaba were located in Europe or in the United States, the company would deserve a much higher multiple. Due to Alibaba being headquartered in China, the company has to work under the influence. A lot of us still remember the \"Big Tech Crackdown\". What exactly is/was the \"Big Tech Crackdown\"?It can be best described as \" measures such as antitrust probes, data security overhauls, and a check on capitalist \"excess.\" These measures have targeted a wide range of sectors and have been carried out by various agencies, with varying justifications.\" This wiped out over a trillion dollars in value of Chinese companies. The reason for this has never been clearly communicated, but it is fair to assume that the CCP wanted to show its power and lower the power of the big tech companies in China. If you want to learn more about all the risks associated with Alibaba, we recommend reading our prior article on Alibaba.Recent EarningsAlibaba reported earnings last week, they beat revenue by $270M and EPS by $0.03. While this looks pretty good at first glance, it must be said that they weren't great. Revenue grew by 5.1% year over year, nowhere close to the growth they had in previous years, but this is already baked in the stock price, in my opinion.More worrisome is the income from operations. Operating income has declined over the last 3 quarters. In addition, it is now lower than the same quarter last year, $4.367B versus $5.473B in the year prior. This is a 20% decline in just a year. In addition, interest expense went up from $225M the year prior to $300M.Earlier in the article, we showed a chart with the segment revenue. As you saw, China Commerce Retail is by far the biggest segment. Unfortunately, the Chinese economy isn't doing too well at this moment in time, which is weighted on Alibaba's results. In addition, this might hurt Alibaba for a while longer, although there are signs of improvement in China.International commerce, on the other hand, showed strong growth, revenue for the segment came in at $4B, an increase of 44 year-over-year.All in all, not much has changed for Alibaba, the only thing that happened over the last year is that the stock continued to decline.Nonetheless, the company announced increased buybacks of an additional $25B. Furthermore, they announced that they will start paying a $1 yearly dividend or a dividend yield of 1.35%, which might attract dividend investors.Another good sign we saw was both Joe Tsai and Jack Ma buying stock starting in Q3 throughout the end of the year. Insider buying is always a good sign, as insiders only buy for one reason, they believe the stock is going up.ConclusionWe believe Alibaba is a solid value play. The stock is still in a steep downtrend and it would be wise to wait for a breakout on the chart for the best risk/reward opportunity. Nevertheless, if you can stomach the volatility and have a long time horizon, a small position in Alibaba could be a great addition to your portfolio.Nonetheless, there still are significant risks and a discount on the stock will always exist due to all the risks associated with holding a Chinese company. But, if the sentiment improves once again, we could quickly see multiple expansion on Alibaba and the stock price is likely to go much higher from here.Alibaba might have a few more tough quarters, but it is still a powerhouse in e-commerce and is growing its other segments at a solid pace. As such, I believe the worst for the company is already behind us, if this is the case for the stock, I have to be honest and I have no idea. The stock has been very cheap for a while and might continue to stay cheap for some time.Nevertheless, we will still rate Alibaba as a strong buy as it is simply too cheap to ignore and the risk/reward is simply too exciting to ignore.","news_type":1},"isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":270947112939584,"gmtCreate":1707187128629,"gmtModify":1707187132757,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/270947112939584","repostId":"2409743580","repostType":2,"repost":{"id":"2409743580","kind":"highlight","pubTimestamp":1707185371,"share":"https://ttm.financial/m/news/2409743580?lang=&edition=fundamental","pubTime":"2024-02-06 10:09","market":"us","language":"en","title":"Why GOOG Stock’s Post-Earnings Dip Spells Opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=2409743580","media":"InvestorPlace","summary":"After reporting quarterly results on Jan. 30, shares in Alphabet  experienced a moderate pullback in price.Don’t follow investors’ reaction to Google’s earnings and guidance updates.Alphabet’s AI catalysts could boost GOOG stock in the coming months.Post-earnings, investors bailed on Alphabet , but according to my Google stock analysis, there’s no need to head for the exits. Taking a closer look at the report itself, one thing’s clear. The results didn’t exactly warrant such a negative reaction.Although overall results beat forecasts, Alphabet’s advertising revenue during the quarter did not. Advertising revenue came in at $65.5 billion for the quarter. While representing a nearly 11% year-over-year increase, analysts were expecting ad revenue of $65.8 billion.Citi’s Ronald Josey, who increased his price target for GOOG from $153 to $168 per share, also cited “improving trends” for Alphabet’s non-search businesses, such as Google Cloud and YouTube. Given earnings forecasts, it’s easy t","content":"<html><head></head><body><ul style=\"\"><li><p> After reporting quarterly results on Jan. 30, shares in Alphabet experienced a moderate pullback in price.</p></li></ul><ul style=\"\"><li><p>Don’t follow investors’ reaction to Google’s earnings and guidance updates.</p></li><li><p>Alphabet’s AI catalysts could boost GOOG stock in the coming months.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b5ca4c12d7e028f5615e3f6e9d0c9ec\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: rvlsoft / Shutterstock.com</p><p>Post-earnings, investors bailed on Alphabet, but according to my Google stock analysis, there’s no need to head for the exits. Taking a closer look at the report itself, one thing’s clear. The results didn’t exactly warrant such a negative reaction.</p><p>In the following Google stock analysis, we’ll dig deeper into the numbers and show why there’s really no need to panic on Alphabet stock right now.</p><h2 id=\"id_4067887709\">GOOG Stock and the Market’s Reaction</h2><p>On Jan. 30, Alphabet released its results for the quarter ending Dec. 31, 2023. Revenue came in at $86.3 billion, representing a 13% increase compared to the prior year’s quarter. Earnings per share came in at $1.64, an over 56% increase compared to Q4 2022. Revenue and earnings also came in ahead of sell-side forecasts.</p><p>Although overall results beat forecasts, Alphabet’s advertising revenue during the quarter did not. Advertising revenue came in at $65.5 billion for the quarter. While representing a nearly 11% year-over-year increase, analysts were expecting ad revenue of $65.8 billion.</p><p>This is arguably an arbitrary reason for investors to jump ship after earnings, though investors may have wanted to sell and take profit after GOOG’s 40.7% increase in the past year. The lack of impact from Alphabet’s AI endeavors also may explain the negative earnings response.</p><p>Still, whatever the root cause, this pullback may prove temporary. There’s plenty on tap that could drive a resurgence in bullishness pretty soon.</p><h2 id=\"id_3134011775\">Google Stock Analysis: Time to Buy?</h2><p>As the market clearly overreacted in its response to earnings, I see little reason to sell, if you already own GOOG stock. However, does that mean, if you’ve yet to buy it, or are interested in increasing your exposure, that now is an opportune time to buy?</p><p>According to the sell-side community, yes, it is. Per a recent article in <em>Barron’s</em>, several analysts have reiterated their bullishness for Alphabet shares, and have raised their respective price targets.</p><p>A big reason for this is the perceived potential growth upside from the company integrating generative AI features into its Search platform, but that’s not the only reason.</p><p>Citi’s Ronald Josey, who increased his price target for GOOG from $153 to $168 per share, also cited “improving trends” for Alphabet’s non-search businesses, such as Google Cloud and YouTube. Given earnings forecasts, it’s easy to see this stock not only hit this analyst’s price target, but rise to levels well above it.</p><p>If the company delivers earnings in 2024 ahead of current consensus forecasts ($6.74 per share), and makes major progress integrating/monetizing its AI technology (such as its Gemini AI model), shares could really make a big move higher.</p><h2 id=\"id_3506360623\">Good Reason to be Bullish</h2><p>The market unfairly punished Alphabet shares after earnings, because of its perception that future growth prospects are uncertain. However, with multiple catalysts (AI and non-AI) at play that could help the company continue to increase earnings at a double-digit clip, in hindsight recent price action will likely be seen as an overreaction.</p><p>With higher earnings and re-rating potential comes big upside. Merely hitting earnings forecasts, and re-rating to 25 times forward earnings, could send GOOG up to the above-mentioned analyst’s price target. Beating these forecasts, and re-rating to a forward multiple in the high-20s, could get this stock up to over $200 per share in a relatively short span of time.</p><p>If you’ve been looking to enter or add to a GOOG stock position, now may be the time to do so.</p><p>GOOG stock earns a B rating in <em>Portfolio Grader</em>.</p></body></html>","source":"investorplace_stock_picks","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 GOOG Stock’s Post-Earnings Dip Spells Opportunity</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 GOOG Stock’s Post-Earnings Dip Spells Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-06 10:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2024/02/why-goog-stocks-post-earnings-dip-spells-opportunity/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After reporting quarterly results on Jan. 30, shares in Alphabet experienced a moderate pullback in price.Don’t follow investors’ reaction to Google’s earnings and guidance updates.Alphabet’s AI ...</p>\n\n<a href=\"https://investorplace.com/market360/2024/02/why-goog-stocks-post-earnings-dip-spells-opportunity/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://investorplace.com/market360/2024/02/why-goog-stocks-post-earnings-dip-spells-opportunity/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2409743580","content_text":"After reporting quarterly results on Jan. 30, shares in Alphabet experienced a moderate pullback in price.Don’t follow investors’ reaction to Google’s earnings and guidance updates.Alphabet’s AI catalysts could boost GOOG stock in the coming months.Source: rvlsoft / Shutterstock.comPost-earnings, investors bailed on Alphabet, but according to my Google stock analysis, there’s no need to head for the exits. Taking a closer look at the report itself, one thing’s clear. The results didn’t exactly warrant such a negative reaction.In the following Google stock analysis, we’ll dig deeper into the numbers and show why there’s really no need to panic on Alphabet stock right now.GOOG Stock and the Market’s ReactionOn Jan. 30, Alphabet released its results for the quarter ending Dec. 31, 2023. Revenue came in at $86.3 billion, representing a 13% increase compared to the prior year’s quarter. Earnings per share came in at $1.64, an over 56% increase compared to Q4 2022. Revenue and earnings also came in ahead of sell-side forecasts.Although overall results beat forecasts, Alphabet’s advertising revenue during the quarter did not. Advertising revenue came in at $65.5 billion for the quarter. While representing a nearly 11% year-over-year increase, analysts were expecting ad revenue of $65.8 billion.This is arguably an arbitrary reason for investors to jump ship after earnings, though investors may have wanted to sell and take profit after GOOG’s 40.7% increase in the past year. The lack of impact from Alphabet’s AI endeavors also may explain the negative earnings response.Still, whatever the root cause, this pullback may prove temporary. There’s plenty on tap that could drive a resurgence in bullishness pretty soon.Google Stock Analysis: Time to Buy?As the market clearly overreacted in its response to earnings, I see little reason to sell, if you already own GOOG stock. However, does that mean, if you’ve yet to buy it, or are interested in increasing your exposure, that now is an opportune time to buy?According to the sell-side community, yes, it is. Per a recent article in Barron’s, several analysts have reiterated their bullishness for Alphabet shares, and have raised their respective price targets.A big reason for this is the perceived potential growth upside from the company integrating generative AI features into its Search platform, but that’s not the only reason.Citi’s Ronald Josey, who increased his price target for GOOG from $153 to $168 per share, also cited “improving trends” for Alphabet’s non-search businesses, such as Google Cloud and YouTube. Given earnings forecasts, it’s easy to see this stock not only hit this analyst’s price target, but rise to levels well above it.If the company delivers earnings in 2024 ahead of current consensus forecasts ($6.74 per share), and makes major progress integrating/monetizing its AI technology (such as its Gemini AI model), shares could really make a big move higher.Good Reason to be BullishThe market unfairly punished Alphabet shares after earnings, because of its perception that future growth prospects are uncertain. However, with multiple catalysts (AI and non-AI) at play that could help the company continue to increase earnings at a double-digit clip, in hindsight recent price action will likely be seen as an overreaction.With higher earnings and re-rating potential comes big upside. Merely hitting earnings forecasts, and re-rating to 25 times forward earnings, could send GOOG up to the above-mentioned analyst’s price target. Beating these forecasts, and re-rating to a forward multiple in the high-20s, could get this stock up to over $200 per share in a relatively short span of time.If you’ve been looking to enter or add to a GOOG stock position, now may be the time to do so.GOOG stock earns a B rating in Portfolio Grader.","news_type":1},"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":262046862065928,"gmtCreate":1705011141014,"gmtModify":1705060885082,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/262046862065928","isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":262046992744632,"gmtCreate":1705011079266,"gmtModify":1705011083162,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/262046992744632","repostId":"261924011671680","repostType":1,"repost":{"id":261924011671680,"gmtCreate":1704974134792,"gmtModify":1704999603174,"author":{"id":"3527667646990931","authorId":"3527667646990931","name":"ETF Tracker","avatar":"https://community-static.tradeup.com/news/087e050021c7db2ae39b1cb7515b694d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667646990931","authorIdStr":"3527667646990931"},"themes":[],"title":"🎁Spot BTC ETFs To Pick? Choose Companies or Consider Fees?","htmlText":"The quest for a spot bitcoin ETF in the US&nbsp;started in 2013 though initially rejected. SEC approval for bitcoin ETFs based on futures began in 2021.<a href=\"https://ttm.financial/S/BLK\">$BlackRock(BLK)$</a> and Fidelity’s application for a spot bitcoin product gained momentum due to their influential positions in the US&nbsp;financial system.All these efforts made the approval possible in 2024.What are the advantages of spot Bitcoin ETF for retail investors?It introduces additional regulatory safeguards, providing a more secure investment environment.Investors gain the opportunity to invest through reputable financial institutions, adding a layer of credibility to the market.This simplifies the investment process, as investors can hold the ETFs directly in their brokerage accounts.Howe","listText":"The quest for a spot bitcoin ETF in the US&nbsp;started in 2013 though initially rejected. SEC approval for bitcoin ETFs based on futures began in 2021.<a href=\"https://ttm.financial/S/BLK\">$BlackRock(BLK)$</a> and Fidelity’s application for a spot bitcoin product gained momentum due to their influential positions in the US&nbsp;financial system.All these efforts made the approval possible in 2024.What are the advantages of spot Bitcoin ETF for retail investors?It introduces additional regulatory safeguards, providing a more secure investment environment.Investors gain the opportunity to invest through reputable financial institutions, adding a layer of credibility to the market.This simplifies the investment process, as investors can hold the ETFs directly in their brokerage accounts.Howe","text":"The quest for a spot bitcoin ETF in the US started in 2013 though initially rejected. SEC approval for bitcoin ETFs based on futures began in 2021.$BlackRock(BLK)$ and Fidelity’s application for a spot bitcoin product gained momentum due to their influential positions in the US financial system.All these efforts made the approval possible in 2024.What are the advantages of spot Bitcoin ETF for retail investors?It introduces additional regulatory safeguards, providing a more secure investment environment.Investors gain the opportunity to invest through reputable financial institutions, adding a layer of credibility to the market.This simplifies the investment process, as investors can hold the ETFs directly in their brokerage accounts.Howe","images":[{"img":"https://community-static.tradeup.com/news/ac585b7a04ed943ac576dc958115191c","width":"2653","height":"3750"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261924011671680","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":262042628034824,"gmtCreate":1705010107315,"gmtModify":1705010144514,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"title":"Upcoming Bitcoin ETF decision","htmlText":"Find out more here: <a href=\"https://www.tigerbrokers.com.sg/marketing/btcetf?actionID=3895c8d922b5115ba21daf63fe8c8dfe&amp;skin=1&amp;os=iOS&amp;account_id=50778781&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=3412959d421483c1167f83f1a73e105c&amp;invite=LDR4QT&amp;lang=en_US\">Upcoming Bitcoin ETF decision</a> Upcoming Bitcoin ETF decision by SEC: Here is what it means","listText":"Find out more here: <a href=\"https://www.tigerbrokers.com.sg/marketing/btcetf?actionID=3895c8d922b5115ba21daf63fe8c8dfe&amp;skin=1&amp;os=iOS&amp;account_id=50778781&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=3412959d421483c1167f83f1a73e105c&amp;invite=LDR4QT&amp;lang=en_US\">Upcoming Bitcoin ETF decision</a> Upcoming Bitcoin ETF decision by SEC: Here is what it means","text":"Find out more here: Upcoming Bitcoin ETF decision Upcoming Bitcoin ETF decision by SEC: Here is what it means","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/262042628034824","isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":244165742075912,"gmtCreate":1700634673812,"gmtModify":1700634678131,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"this article is to brainwash you to buy..","listText":"this article is to brainwash you to buy..","text":"this article is to brainwash you to buy..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/244165742075912","repostId":"2385524523","repostType":2,"repost":{"id":"2385524523","kind":"highlight","pubTimestamp":1700634600,"share":"https://ttm.financial/m/news/2385524523?lang=&edition=fundamental","pubTime":"2023-11-22 14:30","market":"us","language":"en","title":"Sea: I'm Buying While The Stock Keeps Falling","url":"https://stock-news.laohu8.com/highlight/detail?id=2385524523","media":"Seeking Alpha","summary":"Sea's stock has fallen by nearly 30% due to a slowdown in its gaming division, but the company's future in e-commerce and digital payments remains promising.The company's softer gaming revenue is offs","content":"<html><head></head><body><ul style=\"\"><li><p>Sea&#39;s stock has fallen by nearly 30% due to a slowdown in its gaming division, but the company&#39;s future in e-commerce and digital payments remains promising.</p></li><li><p>The company&#39;s softer gaming revenue is offset by higher margins in the e-commerce division and cost discipline measures.</p></li><li><p>Live streaming has helped the company to drive e-commerce bookings growth and secure market share gains.</p></li><li><p>The company is also noting outsized performance in Brazil, demonstrating that Sea has a future beyond Asia.</p></li></ul><p>A fresh bull market is well underway, with investors shrugging off the threat of inflation and cheering the end of rate hikes. Growth stocks are hot again, with very few exceptions - and among them is Sea (NYSE:SE), the self-dubbed &#34;Amazon of Southeast Asia.&#34;</p><p>This one-time market darling has seen its share price crater by nearly 30% this year, owing to one thing: a slowdown in its gaming division, which has been its cash cow for years as the company was ramping its e-commerce and digital financial services segments.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/738385a6575d7dcc23ce1073a428b57e\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"435\"/><span>Data by YCharts</span></p><p>I last covered Sea in July, when the stock was trading closer to $55 per share. Since then, the stock has fallen by a fresh ~30%, driven by a poorly received third-quarter earnings print. And while I&#39;m certainly not cheering the company&#39;s third-quarter results and the hole in my portfolio has been painful to bear, I&#39;m <strong>renewing my bullish call on Sea</strong> and using the dip as a buying opportunity.</p><p>The headline reason here: I&#39;ve always viewed gaming as more of a stopgap for Sea. It was important in the company&#39;s early days, yes - especially with how much cash <em>Free Fire</em>, the company&#39;s biggest hit, brought in during the pandemic when everybody was home and playing games. But Sea investors have all looked to the future for Sea&#39;s opportunity in e-commerce and digital payments when the company would become not just the Amazon of Southeast Asia, but its <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> (PYPL) / Square (SQ) as well. And to me, that future is very much alive.</p><p>The other core reason I remain bullish on this name, despite the disappointing gaming results: the company&#39;s softer gaming revenue and profits are offset by higher margins in the e-commerce division, long a loss leader for the company, as well as corporate-level layoffs that have actually helped Sea <em>increase</em> its EBITDA performance during a difficult time.</p><p>Beyond the near-term drivers, here is a reminder of what I view to be the long-term bull case for Sea:</p><ul style=\"\"><li><p><strong>Sea operates in the attractive &#34;tiger economies&#34; with secular multi-year growth tailwinds.</strong> Serving the fast-growing economies of Southeast Asia (Singapore, Indonesia, Philippines, Malaysia, etc.). Outside of its home country of Singapore, Sea benefits from rapidly modernizing infrastructure and a burgeoning middle class. It&#39;s not ludicrous to compare an investment in Sea to an early bet on Alibaba (BABA) and JD.com (JD) in China.</p></li><li><p><strong>Sea operates a conglomeration of attractive, profitable businesses.</strong> The company&#39;s gaming, e-commerce, and digital payments businesses serve a wide net of customers and are now each profitable in their own right - giving the company plenty of growth catalysts to capture more share in Southeast Asia. These subsidiaries, particularly the more nascent payments business, enjoy synergies and cross-sell opportunities with each other.</p></li><li><p><strong>Cost discipline.</strong> Unlike many other hyper-growth companies when backed into a corner, Sea has shown expense discipline this year in laying off ~10% of its headcount amid its gaming division slowdown.</p></li><li><p><strong>Incredibly well capitalized.</strong> Sea has more than $8 billion of cash and investments on its balance sheet (for sizing, that is approximately a year&#39;s worth of opex for the company) to continue investing in growth and potentially acquire new platforms.</p></li></ul><p>The bottom line here: there&#39;s a lot to like about Sea in the long term, and with the stock under so much pressure this year, it&#39;s a good time to enter into this growth titan at an attractive price.</p><h2 id=\"id_1878808025\">Q3 download</h2><p>Like most do, we can start with the bad news in the gaming division first.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/321a2d95dde66d62aecc3b0c1b2292c9\" alt=\"Sea gaming results (Sea Q3 earnings deck)\" title=\"Sea gaming results (Sea Q3 earnings deck)\" tg-width=\"640\" tg-height=\"316\"/><span>Sea gaming results (Sea Q3 earnings deck)</span></p><p>Quarterly active users saw a slight sequential dip to 544.1 million users, while the quarterly paid-user ratio fell sequentially as well to 7.5%. Total bookings in the division were slightly up versus Q2, but down -33% y/y to $447.9 million. Revenue for digital entertainment, similarly, was down -34% y/y to $592.2 million. As a reminder, for Sea, bookings in the gaming division represents when players purchased in-game items or subscriptions, whereas revenue represent the usage of those purchases.</p><p>Anecdotal commentary from the company&#39;s core gaming franchises pointed to stable user engagement (at least sequentially), with some pickup from non-<em>Free Fire</em> titles. Per Chief Corporate Officer Yanjung Wang&#39;s remarks on the Q3 earnings call:</p><blockquote><p>We are happy to see that Free Fire maintains stable trends across both user and monetization metrics. Many of our initiatives around improving the user experience this year, such as reducing loading times, have shown continued success. We have also further deepened user engagement.</p><p>For example, we recently revamped Free Fire&#39;s guild system to enhance the social experience for our players. With all these efforts, we saw a higher revival of churned users and better user retention. Indeed, Free Fire was the most downloaded mobile game in the third quarter globally, according to Sensor <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a>. We are also pleased to see healthy trends for our portfolio of published games. We added fresh, exciting content and enhanced the user experience for these games. New content on Arena of Valor received very positive user feedback, resulting in a new peak of quarterly active users for the game. Another of our published games, Call of Duty Mobile, achieved its highest quarterly bookings.&#34;</p></blockquote><p>It&#39;s worth reminding ourselves that <em>Free Fire</em> was completely developed in-house. Sea has the technical know-how to develop hit games - and given time, it may produce another to reduce its reliance on its original golden goose.</p><p>Results in the e-commerce division, meanwhile, were much more sanguine. Revenue grew 18% y/y, driven by a 5% y/y growth in GMV.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72075233840e15eeb1762e1972c2758a\" alt=\"Sea e-commerce results (Sea Q3 earnings deck)\" title=\"Sea e-commerce results (Sea Q3 earnings deck)\" tg-width=\"640\" tg-height=\"332\"/><span>Sea e-commerce results (Sea Q3 earnings deck)</span></p><p>The company believes that it gained market share in the quarter, and that share growth was driven in large part by the broad rollout of Shoppee Live - where product sellers do video demonstrations of their wares. Sea management noted that viewership hours on Shoppee Live in the month of October were triple that of June and that one in every five Shoppee users in Indonesia had used the feature.</p><p>Economies of scale have tremendously helped the e-commerce business scale, and the company notes that logistics costs per order are down -17% y/y. This has helped the company reduce its adjusted EBITDA losses to -$346.5 million, which is roughly one-third less than in the year-ago Q3. This was, in turn, driven by outperformance in Brazil - which gives us additional hope that Sea can be successful outside of Asia and in other hyper-growth economies as well.</p><p>You can see as well in the chart below that Sea has made substantial cuts to general and administrative as well as R&amp;D expenses, the result of layoffs that began in the tail end of 2022 that have shaved off ~10% of its headcount:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ca4c724937d910aef8674cf417609fe\" alt=\"Sea cost profile (Sea Q3 earnings deck)\" title=\"Sea cost profile (Sea Q3 earnings deck)\" tg-width=\"640\" tg-height=\"360\"/><span>Sea cost profile (Sea Q3 earnings deck)</span></p><p>The combination of lower e-commerce losses and lower corporate overhead helped the company produce a <strong>positive adjusted EBITDA of $35.3 million,</strong> versus a -$357.7 million loss in the year-ago period:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56d5ec4fe076879928462ffc65c70f77\" alt=\"Sea adjusted EBITDA (Sea Q3 earnings deck)\" title=\"Sea adjusted EBITDA (Sea Q3 earnings deck)\" tg-width=\"640\" tg-height=\"364\"/><span>Sea adjusted EBITDA (Sea Q3 earnings deck)</span></p><h2 id=\"id_2146270465\">Key takeaways</h2><p>In my view, I like the fact that Sea is finding ways to boost adjusted profitability even when its most profitable segment is faltering. While it&#39;s true that Sea has a lot to prove (reducing its reliance on <em>Free</em> Fire, improving e-commerce profitability in Asia, demonstrating growth in non-Asia markets), a lot of pessimism is baked into Sea&#39;s share price at sub-$40 and it&#39;s a great time to enter into this stock at a de-risked valuation.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea: I'm Buying While The Stock Keeps Falling</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\">\nSea: I'm Buying While The Stock Keeps Falling\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-22 14:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4653364-sea-im-buying-while-the-stock-keeps-falling><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sea's stock has fallen by nearly 30% due to a slowdown in its gaming division, but the company's future in e-commerce and digital payments remains promising.The company's softer gaming revenue is ...</p>\n\n<a href=\"https://seekingalpha.com/article/4653364-sea-im-buying-while-the-stock-keeps-falling\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4653364-sea-im-buying-while-the-stock-keeps-falling","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2385524523","content_text":"Sea's stock has fallen by nearly 30% due to a slowdown in its gaming division, but the company's future in e-commerce and digital payments remains promising.The company's softer gaming revenue is offset by higher margins in the e-commerce division and cost discipline measures.Live streaming has helped the company to drive e-commerce bookings growth and secure market share gains.The company is also noting outsized performance in Brazil, demonstrating that Sea has a future beyond Asia.A fresh bull market is well underway, with investors shrugging off the threat of inflation and cheering the end of rate hikes. Growth stocks are hot again, with very few exceptions - and among them is Sea (NYSE:SE), the self-dubbed \"Amazon of Southeast Asia.\"This one-time market darling has seen its share price crater by nearly 30% this year, owing to one thing: a slowdown in its gaming division, which has been its cash cow for years as the company was ramping its e-commerce and digital financial services segments.Data by YChartsI last covered Sea in July, when the stock was trading closer to $55 per share. Since then, the stock has fallen by a fresh ~30%, driven by a poorly received third-quarter earnings print. And while I'm certainly not cheering the company's third-quarter results and the hole in my portfolio has been painful to bear, I'm renewing my bullish call on Sea and using the dip as a buying opportunity.The headline reason here: I've always viewed gaming as more of a stopgap for Sea. It was important in the company's early days, yes - especially with how much cash Free Fire, the company's biggest hit, brought in during the pandemic when everybody was home and playing games. But Sea investors have all looked to the future for Sea's opportunity in e-commerce and digital payments when the company would become not just the Amazon of Southeast Asia, but its PayPal (PYPL) / Square (SQ) as well. And to me, that future is very much alive.The other core reason I remain bullish on this name, despite the disappointing gaming results: the company's softer gaming revenue and profits are offset by higher margins in the e-commerce division, long a loss leader for the company, as well as corporate-level layoffs that have actually helped Sea increase its EBITDA performance during a difficult time.Beyond the near-term drivers, here is a reminder of what I view to be the long-term bull case for Sea:Sea operates in the attractive \"tiger economies\" with secular multi-year growth tailwinds. Serving the fast-growing economies of Southeast Asia (Singapore, Indonesia, Philippines, Malaysia, etc.). Outside of its home country of Singapore, Sea benefits from rapidly modernizing infrastructure and a burgeoning middle class. It's not ludicrous to compare an investment in Sea to an early bet on Alibaba (BABA) and JD.com (JD) in China.Sea operates a conglomeration of attractive, profitable businesses. The company's gaming, e-commerce, and digital payments businesses serve a wide net of customers and are now each profitable in their own right - giving the company plenty of growth catalysts to capture more share in Southeast Asia. These subsidiaries, particularly the more nascent payments business, enjoy synergies and cross-sell opportunities with each other.Cost discipline. Unlike many other hyper-growth companies when backed into a corner, Sea has shown expense discipline this year in laying off ~10% of its headcount amid its gaming division slowdown.Incredibly well capitalized. Sea has more than $8 billion of cash and investments on its balance sheet (for sizing, that is approximately a year's worth of opex for the company) to continue investing in growth and potentially acquire new platforms.The bottom line here: there's a lot to like about Sea in the long term, and with the stock under so much pressure this year, it's a good time to enter into this growth titan at an attractive price.Q3 downloadLike most do, we can start with the bad news in the gaming division first.Sea gaming results (Sea Q3 earnings deck)Quarterly active users saw a slight sequential dip to 544.1 million users, while the quarterly paid-user ratio fell sequentially as well to 7.5%. Total bookings in the division were slightly up versus Q2, but down -33% y/y to $447.9 million. Revenue for digital entertainment, similarly, was down -34% y/y to $592.2 million. As a reminder, for Sea, bookings in the gaming division represents when players purchased in-game items or subscriptions, whereas revenue represent the usage of those purchases.Anecdotal commentary from the company's core gaming franchises pointed to stable user engagement (at least sequentially), with some pickup from non-Free Fire titles. Per Chief Corporate Officer Yanjung Wang's remarks on the Q3 earnings call:We are happy to see that Free Fire maintains stable trends across both user and monetization metrics. Many of our initiatives around improving the user experience this year, such as reducing loading times, have shown continued success. We have also further deepened user engagement.For example, we recently revamped Free Fire's guild system to enhance the social experience for our players. With all these efforts, we saw a higher revival of churned users and better user retention. Indeed, Free Fire was the most downloaded mobile game in the third quarter globally, according to Sensor Tower. We are also pleased to see healthy trends for our portfolio of published games. We added fresh, exciting content and enhanced the user experience for these games. New content on Arena of Valor received very positive user feedback, resulting in a new peak of quarterly active users for the game. Another of our published games, Call of Duty Mobile, achieved its highest quarterly bookings.\"It's worth reminding ourselves that Free Fire was completely developed in-house. Sea has the technical know-how to develop hit games - and given time, it may produce another to reduce its reliance on its original golden goose.Results in the e-commerce division, meanwhile, were much more sanguine. Revenue grew 18% y/y, driven by a 5% y/y growth in GMV.Sea e-commerce results (Sea Q3 earnings deck)The company believes that it gained market share in the quarter, and that share growth was driven in large part by the broad rollout of Shoppee Live - where product sellers do video demonstrations of their wares. Sea management noted that viewership hours on Shoppee Live in the month of October were triple that of June and that one in every five Shoppee users in Indonesia had used the feature.Economies of scale have tremendously helped the e-commerce business scale, and the company notes that logistics costs per order are down -17% y/y. This has helped the company reduce its adjusted EBITDA losses to -$346.5 million, which is roughly one-third less than in the year-ago Q3. This was, in turn, driven by outperformance in Brazil - which gives us additional hope that Sea can be successful outside of Asia and in other hyper-growth economies as well.You can see as well in the chart below that Sea has made substantial cuts to general and administrative as well as R&D expenses, the result of layoffs that began in the tail end of 2022 that have shaved off ~10% of its headcount:Sea cost profile (Sea Q3 earnings deck)The combination of lower e-commerce losses and lower corporate overhead helped the company produce a positive adjusted EBITDA of $35.3 million, versus a -$357.7 million loss in the year-ago period:Sea adjusted EBITDA (Sea Q3 earnings deck)Key takeawaysIn my view, I like the fact that Sea is finding ways to boost adjusted profitability even when its most profitable segment is faltering. While it's true that Sea has a lot to prove (reducing its reliance on Free Fire, improving e-commerce profitability in Asia, demonstrating growth in non-Asia markets), a lot of pessimism is baked into Sea's share price at sub-$40 and it's a great time to enter into this stock at a de-risked valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":241293451395328,"gmtCreate":1699930244397,"gmtModify":1699930248843,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"why do people trust analyst?&nbsp;","listText":"why do people trust analyst?&nbsp;","text":"why do people trust analyst?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/241293451395328","repostId":"2382245567","repostType":2,"isVote":1,"tweetType":1,"viewCount":479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":239765955682304,"gmtCreate":1699573445064,"gmtModify":1699573449774,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"Even if TSLA drop, you can buy more cos it can recover. &nbsp;","listText":"Even if TSLA drop, you can buy more cos it can recover. &nbsp;","text":"Even if TSLA drop, you can buy more cos it can recover.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/239765955682304","repostId":"2382219938","repostType":2,"isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":239274286702784,"gmtCreate":1699453333621,"gmtModify":1699453341541,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"i am writing off upstart already and move on.&nbsp;","listText":"i am writing off upstart already and move on.&nbsp;","text":"i am writing off upstart already and move on.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/239274286702784","repostId":"1107947919","repostType":2,"repost":{"id":"1107947919","kind":"news","pubTimestamp":1699452000,"share":"https://ttm.financial/m/news/1107947919?lang=&edition=fundamental","pubTime":"2023-11-08 22:00","market":"us","language":"en","title":"Upstart Q3: Horror Show, I'm Staying On The Sidelines Here","url":"https://stock-news.laohu8.com/highlight/detail?id=1107947919","media":"Seeking Alpha","summary":"Brief Overview Of Upstart's Q3 2023 ReportFor Q3 2023, Upstart missed top and bottom line estimates, with net revenue and non-GAAP EPS coming in at $134.6M  and -$0.05 , respectively. While Upstart managed to record a positive adj. EBITDA of +$2.3M, the business","content":"<html><head></head><body><h2 id=\"id_93070685\" style=\"text-align: left;\">Summary</h2><ul style=\"\"><li><p>For Q3, Upstart missed revenue, EPS, and all other important metrics, with management now blaming the borrower side of its platform for this fresh weakness in business performance.</p></li><li><p>While I had planned to restart accumulation of UPST shares in the mid-$20s, Upstart&#39;s weaker-than-expected quarter and forward guidance have made me reconsider my stance.</p></li><li><p>In light of Q3 2023 earnings, I rate Upstart a &#34;Hold&#34; at current levels. Read on to learn more about my view on Upstart&#39;s Q3 numbers and its updated valuation.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9fbb798301715a23b2ed4f16dd386a1\" alt=\"IvelinRadkov/iStock via Getty Images\" title=\"IvelinRadkov/iStock via Getty Images\" tg-width=\"750\" tg-height=\"500\"/><span>IvelinRadkov/iStock via Getty Images</span></p><h2 id=\"id_1911175146\">Introduction</h2><p>After being very bullish on <strong>Upstart Holdings, Inc.</strong> (NASDAQ:UPST) stock in the $10s and $20s, I downgraded UPST to a &#34;Hold/Neutral&#34; rating at ~$32 per share in light of its Q2 2023 earnings report in August 2023, with a recommendation to re-start accumulation in the mid-$20s.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/187d76ab1cf14c6225360f9cbf4a3fbd\" alt=\"Author&#39;s Coverage On UPST\" title=\"Author&#39;s Coverage On UPST\" tg-width=\"640\" tg-height=\"436\"/><span>Author&#39;s Coverage On UPST</span></p><p>Here&#39;s what I said in my previous update on UPST:</p><blockquote><p><em>Despite being bullish on Upstart&#39;s long-term business prospects, I significantly trimmed our long position in UPST at $52.6 per share within my investing group ahead of (Q2 2023) earnings due to a significant change in its risk/reward dynamic after a massive YTD run-up:</em></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88a003222d88aa2cb755fb5582145dd4\" alt=\"The Quantamental Investor Chats\" title=\"The Quantamental Investor Chats\" tg-width=\"640\" tg-height=\"120\"/><span>The Quantamental Investor Chats</span></p><p><em>Yes, Upstart is still the same company, but the risk/reward dynamic for an investor buying or holding UPST stock at $50 is completely different than buying UPST stock in the mid-teens. As an investor, I like to utilize a mix of fundamental, quantitative, technical, and valuation analysis to arrive at my investment decisions. And while I continued to believe in Upstart heading into earnings, the stock was no longer an attractive investment at $50+ per share. With UPST&#39;s projected 5-yr CAGR return dropping well below my investment hurdle rate, I chose to capitalize on the spectacular run-up in Upstart&#39;s stock before earnings.</em></p><p><em>In light of Upstart&#39;s Q2 2023 earnings report and a stunning year-to-date run-up, I think the risk/reward dynamic for UPST is still not favorable for long-term investors. If a 5-yr expected CAGR return of ~16% works for you, Upstart is a decent buy here. However, I see Upstart as a moonshot investment, and so, I plan to wait for a better entry point [mid-$20s] to start rebuilding my long position in Upstart.</em></p><p>Source: Upstart Q2: Significant Shift In Risk/Reward Warrants Caution (Rating Downgrade)</p></blockquote><p>And, as of writing, Upstart&#39;s stock is now trading at around ~$22.6 per share in the aftermath of yet another disappointing Q3 report wherein Upstart missed top and bottom line estimates.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b241701abd866a3dc1e35b1f60ebbcba\" alt=\"GoogleFinance\" title=\"GoogleFinance\" tg-width=\"640\" tg-height=\"381\"/><span>GoogleFinance</span></p><p>In this note, we will assess Upstart&#39;s Q3 2023 results and re-examine the long-term risk/reward to see if this latest sell-off is a buying opportunity. Let&#39;s go!</p><h2 id=\"id_941695640\">Brief Overview Of Upstart&#39;s Q3 2023 Report</h2><p>For Q3 2023, Upstart missed top and bottom line estimates, with net revenue and non-GAAP EPS coming in at $134.6M (miss by -3.67%) and -$0.05 (miss by -$0.03), respectively. While Upstart managed to record a positive adj. EBITDA of +$2.3M, the business suffered a sequential (q/q) decline in revenue and displayed wider losses (weaker-than-expected margins) in Q3 [primarily due to higher losses on auto R&amp;D loans].</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/410e05775489ee5652785dc7d44368dd\" alt=\"Upstart Q3 2023 Earnings Deck\" title=\"Upstart Q3 2023 Earnings Deck\" tg-width=\"640\" tg-height=\"344\"/><span>Upstart Q3 2023 Earnings Deck</span></p><p>During Q3 2023, Upstart&#39;s contribution margin came in at 64% of revenue (down 300 bps over Q2 2023, but up 1,060 bps over Q3 2022). And these strong unit economics allowed Upstart to record a positive adj. EBITDA in an otherwise terrible quarter where lending volumes contracted viciously y/y.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9817458842292e07072fc7d41a99abb3\" alt=\"Upstart Q3 2023 Earnings Deck\" title=\"Upstart Q3 2023 Earnings Deck\" tg-width=\"640\" tg-height=\"263\"/><span>Upstart Q3 2023 Earnings Deck</span></p><p>On the earnings call, Upstart&#39;s leadership shared that borrower demand for loans on their platform is at all-time highs; however, higher interest rates in the marketplace and low acceptance rates from borrowers are limiting growth.</p><p>Here&#39;s what Upstart&#39;s CEO (Dave Girouard) wrote in prepared remarks:</p><blockquote><p><em>In the third quarter, </em><strong><em>rates are at an all-time high in our marketplace, higher than we expected them to be</em></strong><em>, reflecting both decades high interest rates and significantly elevated risk in the consumer economy. This is not a path we would have chosen. And it&#39;s obviously not constructive to our growth, but it reflects the reality of operating responsibly in this environment.</em></p></blockquote><p>And then added the following during the earnings call Q&amp;A -</p><blockquote><p><strong><em>The platform constraint today on growth is on the borrower side and our inability to approve.</em></strong><em> But in anticipation of that eventually changing, and as we said to one of the earlier questions, that could change because rates drop, it could change because sort of default trends normalize and UMI drops. In anticipation of that, we definitely want to have a few more agreements teed up and some partnerships ready to go at that time. But it (funding side of the platform) isn&#39;t the gating item on platform growth currently.</em></p></blockquote><p>Now, while I understand how ongoing interest rate volatility can negatively impact lending volumes (and, by extension, revenues) at Upstart, rivals such as Pagaya/SoFi seem to be doing fine despite operating in the same challenging macroeconomic environment. Based on the evidence, we must assume that Upstart&#39;s AI is unable to find the desired equilibrium between borrowers and lenders on its platforms (at least for now). And that&#39;s bad news for Upstart&#39;s shareholders!</p><p>With the Fed committed to its &#34;higher for longer&#34; policy, we are unlikely to see lower interest rates in the next 2-3 quarters. And economic data may have to worsen significantly [weaker consumer] before things turn around.</p><p>With leading economic indicators still calling for an imminent recession, banks are likely to remain cautious and risk-averse with regard to lending activity in the near future. Despite having some committed funding on board, Upstart&#39;s growth recovery remains challenged in the current macroeconomic environment. And things could worsen over the coming months if the lagged impact of the Fed&#39;s aggressive tightening measures pushes the real economy into a deep recession. Hence, Upstart is not out of the woods just yet.</p><p>For Q4 2023, Upstart guided for net revenues of $135M (flat q/q), a figure that fell desperately short of consensus expectations of $157.5M. Fortunately, Upstart is still projected to operate with breakeven adj. EBITDA margins and the business is flush with cash.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/adef61bc3e9cdfc1e5b70795c388747e\" alt=\"Upstart Q3 2023 Earnings Deck\" title=\"Upstart Q3 2023 Earnings Deck\" tg-width=\"640\" tg-height=\"217\"/><span>Upstart Q3 2023 Earnings Deck</span></p><p>At the end of Q3 2023, Upstart held ~$615M in cash and ~$776M in loans held for sale (plus $196M of securitized personal loans) on its balance sheet. Of this loan held for sale balance, ~$329M were unsecured personal loans, and the rest were R&amp;D loans (auto, auto refinance, HELOCs, etc.).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf5b590d53a4c5082c5d341499a58ed5\" alt=\"Upstart Q3 2023 Earnings Deck\" title=\"Upstart Q3 2023 Earnings Deck\" tg-width=\"640\" tg-height=\"315\"/><span>Upstart Q3 2023 Earnings Deck</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cabcce72755595454d8c8de3c1e438a6\" alt=\"Upstart Q3 2023 Earnings Deck\" title=\"Upstart Q3 2023 Earnings Deck\" tg-width=\"640\" tg-height=\"340\"/><span>Upstart Q3 2023 Earnings Deck</span></p><p>Here&#39;s some detail on the balance sheet and color on forward guidance:</p><blockquote><p><em>We ended the quarter with loans on our balance sheet of $776 million before the consolidation of securitized loans, down sequentially from $838 million the prior quarter. Of that balance, loans made for the purposes of R&amp;D, principally auto loans, sat at $447 million of the total.</em></p><p><em>In addition to loans owned directly, we have consolidated an additional $196 million of loans that were sold from our balance sheet into an ABS transaction earlier this quarter, from which we retained a total net equity exposure of $43 million.</em></p><p><em>As described in our prior earnings call, this transaction was somewhat unusual for us and designed to serve as a visible market reset, as well as a public vote of confidence in our current degree of model calibration.</em></p><p><strong><em>Our corporate liquidity position at the end of Q3 remains strong, with $517 million of unrestricted cash on the balance sheet and approximately $425 million dollars in net loan equity at fair value.</em></strong></p><p><em>We continue to watch for signs of moderating consumption, improved savings rates, and reduced credit defaults in our economy as precursors to a broader normalization of consumer fiscal health. Until we see such signals, our operating assumption is that the macroenvironment will remain constant. And in such a scenario, our </em><strong><em>business growth will predominantly come from model upgrades and from improved underwriting accuracy</em></strong><em>, both of which we consider to be squarely in our set of core technical competencies and ones in which we have demonstrated a strong historical record of delivering growth over the years.</em></p><p>- Dave Girouard, Upstart&#39;s CEO</p></blockquote><p>While non-R&amp;D loans getting sold off from the balance sheet is good news for Upstart&#39;s shareholders, the auto-heavy R&amp;D loan book is starting to deteriorate as charge-offs on older vintages are picking up. And, according to Upstart&#39;s leadership, this dynamic is set to create a negative impact on UPST&#39;s net revenue for the foreseeable future:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d6dadc60082ae9a41844e1565663f9a\" alt=\"Upstart Q3 2023 Earnings Call Transcript (Seeking Alpha)\" title=\"Upstart Q3 2023 Earnings Call Transcript (Seeking Alpha)\" tg-width=\"617\" tg-height=\"713\"/><span>Upstart Q3 2023 Earnings Call Transcript (Seeking Alpha)</span></p><p>While consumer loan delinquencies (and defaults) could get a lot worse in the event of a hard landing in the economy, Upstart&#39;s recent loan cohorts are currently delivering performance in line with target expectations.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb3867479375bda0602434c4d1959bf3\" alt=\"Upstart Q3 2023 Earnings Deck\" title=\"Upstart Q3 2023 Earnings Deck\" tg-width=\"640\" tg-height=\"283\"/><span>Upstart Q3 2023 Earnings Deck</span></p><p>With Upstart holding ~$615M in cash on its balance sheet and the business still operating with breakeven to positive adj. EBITDA, I see little to no bankruptcy or liquidity risk at Upstart for the foreseeable future. The near-term business outlook for Upstart remains challenging; however, the long-term opportunity in AI-powered lending is humongous [$4T loan origination TAM], i.e., Upstart still has a tremendous runway for growth. In my view, Upstart remains a moonshot bet for the next credit cycle! Now, let&#39;s see if it is worth taking a punt here.</p><h2 id=\"id_3948308804\">Upstart&#39;s Fair Value And Expected Return</h2><p>Securing committed funding for its lending marketplace was a transformative change for Upstart&#39;s business, with this move alleviating cyclicality risk to some extent. During the earnings call, Upstart&#39;s management talked about having positive discussions with many other firms for additional committed funding. While Upstart has failed to reignite growth this year, the funding side of the platform could get markedly better if more such partnerships could be struck. Once the macroeconomic or interest rate environment improves, Upstart&#39;s loan volumes could bounce back big time.</p><p>Considering current macroeconomic conditions, Upstart&#39;s Q3 report, and management&#39;s weaker-than-expected Q4 business outlook, I am cutting my 2023 revenue expectation for Upstart to $510M (down from the $550M estimate we used at our last evaluation). All other model assumptions remain unaltered and are self-explanatory. That said, if you have any questions, please share them in the comments section below.</p><p><strong>Here&#39;s my updated valuation model for Upstart:</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc4dcc80e460a00058e88e56ec1419c7\" alt=\"TQI Valuation Model (TQIG.org)\" title=\"TQI Valuation Model (TQIG.org)\" tg-width=\"640\" tg-height=\"575\"/><span>TQI Valuation Model (TQIG.org)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/908277d0182863b95ce118082d8e0bf7\" alt=\"TQI Valuation Model (TQIG.org)\" title=\"TQI Valuation Model (TQIG.org)\" tg-width=\"640\" tg-height=\"322\"/><span>TQI Valuation Model (TQIG.org)</span></p><p>According to our model, Upstart is now worth $38.54 per share (down from our previous estimate of $41.84 per share), i.e., UPST is undervalued by roughly 40% after yesterday&#39;s steep sell-off. Since the base case expected 5-year CAGR return for Upstart [24.18%] is short of my required IRR [investment hurdle rate] of 25% for high-risk, moonshot growth bets, Upstart is still a &#34;Hold&#34; at current levels under our proprietary valuation methodology.</p><h2 id=\"id_2568170132\">Concluding Thoughts</h2><p>As shared in the introduction of this note, I had planned to resume accumulation in UPST in the mid-$20s back in August 2023. While Upstart&#39;s long-term risk/reward has improved significantly at the current stock price [$22.6 per share], underwhelming business performance in Q3 2023 and poor guidance for Q4 make Upstart a show-me story for the foreseeable future.</p><p><strong>Key Takeaway:</strong> I rate Upstart stock a &#34;Hold&#34; at $22.59 per share</p><p>In the AI-powered lending space, I firmly believe that Pagaya (PGY) is a much better play compared to Upstart based on execution, business model, leadership, strategic partnerships, financial performance, and valuations:</p><ul style=\"\"><li><p>My Favorite AI Stock Idea - Pagaya Technologies [Original Thesis]</p></li><li><p>Pagaya Q3: An Early Christmas Gift From Mr. Market [Q3&#39;23 Update]</p></li></ul></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Upstart Q3: Horror Show, I'm Staying On The Sidelines Here</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUpstart Q3: Horror Show, I'm Staying On The Sidelines Here\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-08 22:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4648978-upstart-q3-horror-show-staying-on-sidelines><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryFor Q3, Upstart missed revenue, EPS, and all other important metrics, with management now blaming the borrower side of its platform for this fresh weakness in business performance.While I had ...</p>\n\n<a href=\"https://seekingalpha.com/article/4648978-upstart-q3-horror-show-staying-on-sidelines\">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://seekingalpha.com/article/4648978-upstart-q3-horror-show-staying-on-sidelines","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1107947919","content_text":"SummaryFor Q3, Upstart missed revenue, EPS, and all other important metrics, with management now blaming the borrower side of its platform for this fresh weakness in business performance.While I had planned to restart accumulation of UPST shares in the mid-$20s, Upstart's weaker-than-expected quarter and forward guidance have made me reconsider my stance.In light of Q3 2023 earnings, I rate Upstart a \"Hold\" at current levels. Read on to learn more about my view on Upstart's Q3 numbers and its updated valuation.IvelinRadkov/iStock via Getty ImagesIntroductionAfter being very bullish on Upstart Holdings, Inc. (NASDAQ:UPST) stock in the $10s and $20s, I downgraded UPST to a \"Hold/Neutral\" rating at ~$32 per share in light of its Q2 2023 earnings report in August 2023, with a recommendation to re-start accumulation in the mid-$20s.Author's Coverage On UPSTHere's what I said in my previous update on UPST:Despite being bullish on Upstart's long-term business prospects, I significantly trimmed our long position in UPST at $52.6 per share within my investing group ahead of (Q2 2023) earnings due to a significant change in its risk/reward dynamic after a massive YTD run-up:The Quantamental Investor ChatsYes, Upstart is still the same company, but the risk/reward dynamic for an investor buying or holding UPST stock at $50 is completely different than buying UPST stock in the mid-teens. As an investor, I like to utilize a mix of fundamental, quantitative, technical, and valuation analysis to arrive at my investment decisions. And while I continued to believe in Upstart heading into earnings, the stock was no longer an attractive investment at $50+ per share. With UPST's projected 5-yr CAGR return dropping well below my investment hurdle rate, I chose to capitalize on the spectacular run-up in Upstart's stock before earnings.In light of Upstart's Q2 2023 earnings report and a stunning year-to-date run-up, I think the risk/reward dynamic for UPST is still not favorable for long-term investors. If a 5-yr expected CAGR return of ~16% works for you, Upstart is a decent buy here. However, I see Upstart as a moonshot investment, and so, I plan to wait for a better entry point [mid-$20s] to start rebuilding my long position in Upstart.Source: Upstart Q2: Significant Shift In Risk/Reward Warrants Caution (Rating Downgrade)And, as of writing, Upstart's stock is now trading at around ~$22.6 per share in the aftermath of yet another disappointing Q3 report wherein Upstart missed top and bottom line estimates.GoogleFinanceIn this note, we will assess Upstart's Q3 2023 results and re-examine the long-term risk/reward to see if this latest sell-off is a buying opportunity. Let's go!Brief Overview Of Upstart's Q3 2023 ReportFor Q3 2023, Upstart missed top and bottom line estimates, with net revenue and non-GAAP EPS coming in at $134.6M (miss by -3.67%) and -$0.05 (miss by -$0.03), respectively. While Upstart managed to record a positive adj. EBITDA of +$2.3M, the business suffered a sequential (q/q) decline in revenue and displayed wider losses (weaker-than-expected margins) in Q3 [primarily due to higher losses on auto R&D loans].Upstart Q3 2023 Earnings DeckDuring Q3 2023, Upstart's contribution margin came in at 64% of revenue (down 300 bps over Q2 2023, but up 1,060 bps over Q3 2022). And these strong unit economics allowed Upstart to record a positive adj. EBITDA in an otherwise terrible quarter where lending volumes contracted viciously y/y.Upstart Q3 2023 Earnings DeckOn the earnings call, Upstart's leadership shared that borrower demand for loans on their platform is at all-time highs; however, higher interest rates in the marketplace and low acceptance rates from borrowers are limiting growth.Here's what Upstart's CEO (Dave Girouard) wrote in prepared remarks:In the third quarter, rates are at an all-time high in our marketplace, higher than we expected them to be, reflecting both decades high interest rates and significantly elevated risk in the consumer economy. This is not a path we would have chosen. And it's obviously not constructive to our growth, but it reflects the reality of operating responsibly in this environment.And then added the following during the earnings call Q&A -The platform constraint today on growth is on the borrower side and our inability to approve. But in anticipation of that eventually changing, and as we said to one of the earlier questions, that could change because rates drop, it could change because sort of default trends normalize and UMI drops. In anticipation of that, we definitely want to have a few more agreements teed up and some partnerships ready to go at that time. But it (funding side of the platform) isn't the gating item on platform growth currently.Now, while I understand how ongoing interest rate volatility can negatively impact lending volumes (and, by extension, revenues) at Upstart, rivals such as Pagaya/SoFi seem to be doing fine despite operating in the same challenging macroeconomic environment. Based on the evidence, we must assume that Upstart's AI is unable to find the desired equilibrium between borrowers and lenders on its platforms (at least for now). And that's bad news for Upstart's shareholders!With the Fed committed to its \"higher for longer\" policy, we are unlikely to see lower interest rates in the next 2-3 quarters. And economic data may have to worsen significantly [weaker consumer] before things turn around.With leading economic indicators still calling for an imminent recession, banks are likely to remain cautious and risk-averse with regard to lending activity in the near future. Despite having some committed funding on board, Upstart's growth recovery remains challenged in the current macroeconomic environment. And things could worsen over the coming months if the lagged impact of the Fed's aggressive tightening measures pushes the real economy into a deep recession. Hence, Upstart is not out of the woods just yet.For Q4 2023, Upstart guided for net revenues of $135M (flat q/q), a figure that fell desperately short of consensus expectations of $157.5M. Fortunately, Upstart is still projected to operate with breakeven adj. EBITDA margins and the business is flush with cash.Upstart Q3 2023 Earnings DeckAt the end of Q3 2023, Upstart held ~$615M in cash and ~$776M in loans held for sale (plus $196M of securitized personal loans) on its balance sheet. Of this loan held for sale balance, ~$329M were unsecured personal loans, and the rest were R&D loans (auto, auto refinance, HELOCs, etc.).Upstart Q3 2023 Earnings DeckUpstart Q3 2023 Earnings DeckHere's some detail on the balance sheet and color on forward guidance:We ended the quarter with loans on our balance sheet of $776 million before the consolidation of securitized loans, down sequentially from $838 million the prior quarter. Of that balance, loans made for the purposes of R&D, principally auto loans, sat at $447 million of the total.In addition to loans owned directly, we have consolidated an additional $196 million of loans that were sold from our balance sheet into an ABS transaction earlier this quarter, from which we retained a total net equity exposure of $43 million.As described in our prior earnings call, this transaction was somewhat unusual for us and designed to serve as a visible market reset, as well as a public vote of confidence in our current degree of model calibration.Our corporate liquidity position at the end of Q3 remains strong, with $517 million of unrestricted cash on the balance sheet and approximately $425 million dollars in net loan equity at fair value.We continue to watch for signs of moderating consumption, improved savings rates, and reduced credit defaults in our economy as precursors to a broader normalization of consumer fiscal health. Until we see such signals, our operating assumption is that the macroenvironment will remain constant. And in such a scenario, our business growth will predominantly come from model upgrades and from improved underwriting accuracy, both of which we consider to be squarely in our set of core technical competencies and ones in which we have demonstrated a strong historical record of delivering growth over the years.- Dave Girouard, Upstart's CEOWhile non-R&D loans getting sold off from the balance sheet is good news for Upstart's shareholders, the auto-heavy R&D loan book is starting to deteriorate as charge-offs on older vintages are picking up. And, according to Upstart's leadership, this dynamic is set to create a negative impact on UPST's net revenue for the foreseeable future:Upstart Q3 2023 Earnings Call Transcript (Seeking Alpha)While consumer loan delinquencies (and defaults) could get a lot worse in the event of a hard landing in the economy, Upstart's recent loan cohorts are currently delivering performance in line with target expectations.Upstart Q3 2023 Earnings DeckWith Upstart holding ~$615M in cash on its balance sheet and the business still operating with breakeven to positive adj. EBITDA, I see little to no bankruptcy or liquidity risk at Upstart for the foreseeable future. The near-term business outlook for Upstart remains challenging; however, the long-term opportunity in AI-powered lending is humongous [$4T loan origination TAM], i.e., Upstart still has a tremendous runway for growth. In my view, Upstart remains a moonshot bet for the next credit cycle! Now, let's see if it is worth taking a punt here.Upstart's Fair Value And Expected ReturnSecuring committed funding for its lending marketplace was a transformative change for Upstart's business, with this move alleviating cyclicality risk to some extent. During the earnings call, Upstart's management talked about having positive discussions with many other firms for additional committed funding. While Upstart has failed to reignite growth this year, the funding side of the platform could get markedly better if more such partnerships could be struck. Once the macroeconomic or interest rate environment improves, Upstart's loan volumes could bounce back big time.Considering current macroeconomic conditions, Upstart's Q3 report, and management's weaker-than-expected Q4 business outlook, I am cutting my 2023 revenue expectation for Upstart to $510M (down from the $550M estimate we used at our last evaluation). All other model assumptions remain unaltered and are self-explanatory. That said, if you have any questions, please share them in the comments section below.Here's my updated valuation model for Upstart:TQI Valuation Model (TQIG.org)TQI Valuation Model (TQIG.org)According to our model, Upstart is now worth $38.54 per share (down from our previous estimate of $41.84 per share), i.e., UPST is undervalued by roughly 40% after yesterday's steep sell-off. Since the base case expected 5-year CAGR return for Upstart [24.18%] is short of my required IRR [investment hurdle rate] of 25% for high-risk, moonshot growth bets, Upstart is still a \"Hold\" at current levels under our proprietary valuation methodology.Concluding ThoughtsAs shared in the introduction of this note, I had planned to resume accumulation in UPST in the mid-$20s back in August 2023. While Upstart's long-term risk/reward has improved significantly at the current stock price [$22.6 per share], underwhelming business performance in Q3 2023 and poor guidance for Q4 make Upstart a show-me story for the foreseeable future.Key Takeaway: I rate Upstart stock a \"Hold\" at $22.59 per shareIn the AI-powered lending space, I firmly believe that Pagaya (PGY) is a much better play compared to Upstart based on execution, business model, leadership, strategic partnerships, financial performance, and valuations:My Favorite AI Stock Idea - Pagaya Technologies [Original Thesis]Pagaya Q3: An Early Christmas Gift From Mr. Market [Q3'23 Update]","news_type":1},"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":207350806163624,"gmtCreate":1691651831393,"gmtModify":1691651836565,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"most nasdaq stocks fall on wed, not only these 3 stocks!&nbsp;","listText":"most nasdaq stocks fall on wed, not only these 3 stocks!&nbsp;","text":"most nasdaq stocks fall on wed, not only these 3 stocks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/207350806163624","repostId":"2358769385","repostType":2,"repost":{"id":"2358769385","kind":"highlight","pubTimestamp":1691648860,"share":"https://ttm.financial/m/news/2358769385?lang=&edition=fundamental","pubTime":"2023-08-10 14:27","market":"us","language":"en","title":"Why Nvidia, C3.ai, Palantir, and Other AI Stocks Crumbled Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=2358769385","media":"Motley Fool","summary":"Rome wasn't built in a day. The AI revolution will take years to play out.","content":"<html><head></head><body><h2 id=\"id_1541892357\">What happened</h2><p>No one disputes that the astonishing market recovery so far this year has been driven by recent developments in artificial intelligence (AI). On the heels of its worst performance in over a decade, the stock market is firmly in rally mode in 2023. Market watchers are undoubtedly anticipating the potential for widespread productivity gains made possible by generative AI.</p><p>With that as a backdrop, shares of semiconductor specialist <strong>Nvidia</strong> (NVDA -4.72%) slipped 4%, enterprise AI software provider <strong>C3.ai</strong> (AI -8.67%) fell 8.3%, and data mining and AI specialist <strong>Palantir Technologies </strong>(PLTR -10.51%) slumped on Wednesday.</p><p>While the downgrade for numerous U.S. banks was no doubt a contributing factor in the stock market&#39;s gloomy mood today, a pronouncement by a Wall Street analyst about the state of AI stocks helped fuel the pessimism.So what</p><p>The excitement regarding the prospects of AI has been something of a phenomenon this year, causing stocks in the space to surge. Indeed, each of our trifecta of AI stocks has led the rally, with C3.ai, Nvidia, and Palantir soaring 195%, 194%, and 139%, respectively, (as of this writing) so far this year.</p><p>This exuberance has some on Wall Street calling foul and suggesting that while the potential for AI is real, the rally might have gotten ahead of itself.</p><p>That&#39;s the position taken by <strong>Morgan Stanley</strong> equity strategist Edward Stanley. He cites the stock surge as evidence of an AI stock bubble, which he believes might be near its peak. He suggests that if Nvidia is a proxy for AI, then we&#39;re in the &#34;later innings,&#34; and the ongoing market gains could be running out of steam. </p><p>To put the situation into historical context, Stanley cites precedent, writing, &#34;Bubbles tend to rally a median 154% in the 3 years pre-peak.&#34; He qualifies that position by pointing out that while Nvidia stock has nearly tripled so far this year, broader AI benchmarks -- including the MSCI USA IMI Robotics &amp; AI Select Net USD Index -- have climbed more modesty, up roughly 47%.</p><p>If the analyst is correct, the broader stock market gains, driven by AI stocks, could come to a screeching halt.</p><h2 id=\"id_1006239012\">Now what</h2><p>Not everyone is on board with Morgan Stanley&#39;s assessment. Veteran technology analyst Dan Ives of Wedbush says that AI could spark the &#34;fourth industrial revolution&#34; and that the current bull market could run for years.</p><p>&#34;While many of the tech skeptics will point to today as a &#39;1999 moment&#39; à la on the verge of the dot-com bubble/collapse given the significant move in tech valuations, we strongly disagree,&#34; Ives said. He goes on to say that the &#34;massive $800 billion AI opportunity (our estimate) is now on the doorstep for the tech sector for the next decade.&#34;</p><p>This brings up an important point. There <em>could</em> be a near-term correction in the stock market; we could <em>also</em> be in the midst of a sea change in technology that could drive stocks higher for the next decade. The two aren&#39;t mutually exclusive. Furthermore, if the AI revolution has legs, calling this a &#34;bubble&#34; might be technically correct and still be misguided.</p><p>Yet, today&#39;s sell-off may also be missing the forest for the trees:</p><ul><li><p>Nvidia&#39;s state-of-the-art processors are the gold standard for AI, and the company dominates the competition, controlling a 95% share of the machine learning market, according to data compiled by New Street Research. Nvidia is also a leader in providing semiconductors to the data center industry, which will eventually need to upgrade to keep up with the latest advancements in AI.</p></li><li><p>Palantir has a long track record of providing data mining and AI solutions to government agencies and is in the process of building up its book of business for enterprises. The company recently added its Artificial Intelligence Platform (AIP) and is making progress with onboarding new customers, though that process will take time.</p></li><li><p>I have long cited C3.ai as an outlier, with its price gains partly driven by its prescient ticker: AI. The company supplies turnkey AI applications to businesses but continues to forecast essentially flat growth -- even in the midst of the AI boom.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/084c0eda71dafce36f44069f0ada5264\" tg-width=\"720\" tg-height=\"499\"/></p><p>Data by YCharts.</p><p>I&#39;m a firm believer and shareholder in both Nvidia and Palantir and have no qualms about their futures. I continue to have my doubts about C3.ai and am waiting for financial or operational evidence that proves me wrong.</p><p>Furthermore, if the adoption of AI continues over the coming decade, the stocks leading the charge will no doubt ebb and flow; no stock goes up in a straight line for long.</p><p>Lastly, each of these stocks sports a lofty valuation, with Nvidia, Palantir, and C3.ai selling for 19 times, 13 times, and 10 times next year&#39;s sales, respectively. However, with trillions of dollars in potential economic gains at stake, the companies that seize on the AI opportunity could eventually grow into their valuations, depending on the scope of their revenue increases. But stocks with valuations of this magnitude won&#39;t be for everyone.</p><p>That said, there&#39;s plenty of time for the AI revolution to play out, so long-term investors should stay the course.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Nvidia, C3.ai, Palantir, and Other AI Stocks Crumbled Wednesday</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 Nvidia, C3.ai, Palantir, and Other AI Stocks Crumbled Wednesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-10 14:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/08/09/why-nvidia-c3ai-palantir-and-other-ai-stocks-crumb/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedNo one disputes that the astonishing market recovery so far this year has been driven by recent developments in artificial intelligence (AI). On the heels of its worst performance in over...</p>\n\n<a href=\"https://www.fool.com/investing/2023/08/09/why-nvidia-c3ai-palantir-and-other-ai-stocks-crumb/\">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","AI":"C3.ai, Inc.","PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2023/08/09/why-nvidia-c3ai-palantir-and-other-ai-stocks-crumb/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2358769385","content_text":"What happenedNo one disputes that the astonishing market recovery so far this year has been driven by recent developments in artificial intelligence (AI). On the heels of its worst performance in over a decade, the stock market is firmly in rally mode in 2023. Market watchers are undoubtedly anticipating the potential for widespread productivity gains made possible by generative AI.With that as a backdrop, shares of semiconductor specialist Nvidia (NVDA -4.72%) slipped 4%, enterprise AI software provider C3.ai (AI -8.67%) fell 8.3%, and data mining and AI specialist Palantir Technologies (PLTR -10.51%) slumped on Wednesday.While the downgrade for numerous U.S. banks was no doubt a contributing factor in the stock market's gloomy mood today, a pronouncement by a Wall Street analyst about the state of AI stocks helped fuel the pessimism.So whatThe excitement regarding the prospects of AI has been something of a phenomenon this year, causing stocks in the space to surge. Indeed, each of our trifecta of AI stocks has led the rally, with C3.ai, Nvidia, and Palantir soaring 195%, 194%, and 139%, respectively, (as of this writing) so far this year.This exuberance has some on Wall Street calling foul and suggesting that while the potential for AI is real, the rally might have gotten ahead of itself.That's the position taken by Morgan Stanley equity strategist Edward Stanley. He cites the stock surge as evidence of an AI stock bubble, which he believes might be near its peak. He suggests that if Nvidia is a proxy for AI, then we're in the \"later innings,\" and the ongoing market gains could be running out of steam. To put the situation into historical context, Stanley cites precedent, writing, \"Bubbles tend to rally a median 154% in the 3 years pre-peak.\" He qualifies that position by pointing out that while Nvidia stock has nearly tripled so far this year, broader AI benchmarks -- including the MSCI USA IMI Robotics & AI Select Net USD Index -- have climbed more modesty, up roughly 47%.If the analyst is correct, the broader stock market gains, driven by AI stocks, could come to a screeching halt.Now whatNot everyone is on board with Morgan Stanley's assessment. Veteran technology analyst Dan Ives of Wedbush says that AI could spark the \"fourth industrial revolution\" and that the current bull market could run for years.\"While many of the tech skeptics will point to today as a '1999 moment' à la on the verge of the dot-com bubble/collapse given the significant move in tech valuations, we strongly disagree,\" Ives said. He goes on to say that the \"massive $800 billion AI opportunity (our estimate) is now on the doorstep for the tech sector for the next decade.\"This brings up an important point. There could be a near-term correction in the stock market; we could also be in the midst of a sea change in technology that could drive stocks higher for the next decade. The two aren't mutually exclusive. Furthermore, if the AI revolution has legs, calling this a \"bubble\" might be technically correct and still be misguided.Yet, today's sell-off may also be missing the forest for the trees:Nvidia's state-of-the-art processors are the gold standard for AI, and the company dominates the competition, controlling a 95% share of the machine learning market, according to data compiled by New Street Research. Nvidia is also a leader in providing semiconductors to the data center industry, which will eventually need to upgrade to keep up with the latest advancements in AI.Palantir has a long track record of providing data mining and AI solutions to government agencies and is in the process of building up its book of business for enterprises. The company recently added its Artificial Intelligence Platform (AIP) and is making progress with onboarding new customers, though that process will take time.I have long cited C3.ai as an outlier, with its price gains partly driven by its prescient ticker: AI. The company supplies turnkey AI applications to businesses but continues to forecast essentially flat growth -- even in the midst of the AI boom.Data by YCharts.I'm a firm believer and shareholder in both Nvidia and Palantir and have no qualms about their futures. I continue to have my doubts about C3.ai and am waiting for financial or operational evidence that proves me wrong.Furthermore, if the adoption of AI continues over the coming decade, the stocks leading the charge will no doubt ebb and flow; no stock goes up in a straight line for long.Lastly, each of these stocks sports a lofty valuation, with Nvidia, Palantir, and C3.ai selling for 19 times, 13 times, and 10 times next year's sales, respectively. However, with trillions of dollars in potential economic gains at stake, the companies that seize on the AI opportunity could eventually grow into their valuations, depending on the scope of their revenue increases. But stocks with valuations of this magnitude won't be for everyone.That said, there's plenty of time for the AI revolution to play out, so long-term investors should stay the course.","news_type":1},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080992039,"gmtCreate":1649827592951,"gmtModify":1676534585415,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/08472\">$Lapco Holdings(08472)$</a>whats happening? why sudden drop 80%??","listText":"<a href=\"https://ttm.financial/S/08472\">$Lapco Holdings(08472)$</a>whats happening? why sudden drop 80%??","text":"$Lapco Holdings(08472)$whats happening? why sudden drop 80%??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080992039","isVote":1,"tweetType":1,"viewCount":2385,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581992389752560","authorId":"3581992389752560","name":"ComingSoon","avatar":"https://static.tigerbbs.com/754898d750315b165dac42681ac8eac7","crmLevel":2,"crmLevelSwitch":0,"idStr":"3581992389752560","authorIdStr":"3581992389752560"},"content":"i get lost also, scammer control it,just sold it. i loat a lot. dont believe too much invester teacher now","text":"i get lost also, scammer control it,just sold it. i loat a lot. dont believe too much invester teacher now","html":"i get lost also, scammer control it,just sold it. i loat a lot. dont believe too much invester teacher now"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010902969,"gmtCreate":1648220437227,"gmtModify":1676534318888,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"no","listText":"no","text":"no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010902969","repostId":"2222887366","repostType":2,"repost":{"id":"2222887366","kind":"highlight","pubTimestamp":1648214614,"share":"https://ttm.financial/m/news/2222887366?lang=&edition=fundamental","pubTime":"2022-03-25 21:23","market":"us","language":"en","title":"3 Top Tech Stocks Under $20 Per Share","url":"https://stock-news.laohu8.com/highlight/detail?id=2222887366","media":"Motley Fool","summary":"You can buy pieces of some of the world's most exciting up-and-coming businesses for the price of a large pizza.","content":"<html><head></head><body><p>Shares of the e-commerce giant <b>Amazon</b> cost more than $3,000 for a single share, but they were under $10 when the dot-com bubble burst in the early 2000s. The bottom line is, even companies that grow to be massive, like Amazon, usually start much smaller.</p><p>While history doesn&#39;t really repeat, it often rhymes. There are probably quite a few potential &#34;Amazons&#34; out there, trading at really low prices. Below are three companies that I&#39;m currently excited about, and here&#39;s the kicker: You can have them for less than $20 per share, which is affordable for most people.</p><p>So when you grab a $20 bill to pay for a dinner on the go this week, think about putting that money into <a href=\"https://laohu8.com/S/AONE.U\">one</a> of these three potential winners.</p><h2>1. SoFi Technologies</h2><p>Banking is a massive and old industry that goes back centuries. However, there&#39;s been a lot of innovation within the financial sector in recent years. Reimagining consumer banking is part of that, which is where <b>SoFi Technologies</b> ( SOFI 1.07% ) comes in. SoFi started as a company refinancing student loans, but it&#39;s become much more than that.</p><p>The company&#39;s &#34;super-app&#34; offers its users various financial services, like money transfers, investing, borrowing, banking, and savings, all in one smartphone app. This creates convenience for users and lowers customer acquisition costs for SoFi because it costs nothing for a user to go from using one service on its app to multiple services. SoFi also acquired Galileo in 2020 for $1.2 billion, a technology platform that helps create digital payment cards and banking products.</p><p>SoFi recently received regulatory approval to become a national bank, which will let the company finance its loans with user deposits, lowering its own cost of capital and increasing its profitability. The company produced $1.0 billion in revenue in 2021, and as its vision for becoming a conglomerate of fintech services becomes a reality, SoFi could continue growing for years to come.</p><h2>2. Palantir Technologies</h2><p>A mathematician in the United Kingdom once said that &#34;data is the new oil. Like oil, data is valuable, but if unrefined, it cannot be used.&#34; Data analytics company <b>Palantir Technologies</b> ( PLTR 1.59% ) addresses this very problem. Its two software platforms, Foundry and Gotham, build custom solutions for its clients to analyze data to help make actionable decisions, discover trends, and aid human analysts. The company itself believes in &#34;augmenting human intelligence, not replacing it.&#34;</p><p>Palantir started in the early 2000s, first gaining traction with the United States government. A variety of agencies in the government use Palantir, including Homeland Security, Defense, and more. Palantir has expanded into the private sector to work with companies, but the government remains Palantir&#39;s largest customer, contributing 58% of revenue in 2021.</p><p>Even though revenue from commercial accounts grew just 31% in 2021 compared to government revenue&#39;s 47% increase, the number of Palantir&#39;s commercial clients tripled during the year. This could lead to solid revenue growth down the road because the company has a multi-phase selling process that generates revenue once its software becomes mission-critical for its customers.</p><h2>3. Amplitude</h2><p><b>Amplitude</b> ( AMPL -1.66% ) is the self-proclaimed pioneer of &#34;digital optimization,&#34; in which data proactively drives how companies make decisions instead of reacting to what&#39;s already happened. Amplitude has gotten traction with its business with approximately 1,597 paying members as of the end of 2021, a 54% year-over-year increase.</p><p>Amplitude works with some high-profile customers, including <b>Anheuser-Busch InBev</b>, <b>Atlassian</b>, and <b>Ford</b>. It&#39;s also scored recent customer wins, including <b>Toyota</b>, <b>Twilio</b>, and Taco Bell in the fourth quarter alone. Founder and CEO Spenser Skates is in his early 30s, so it can be hard to immediately trust a young company with an unproven CEO bringing a new type of software to market. These notable customer wins could help show some credibility to investors.</p><p>The company&#39;s net revenue retention rate (NRR) is 123%, implying that customers tend to spend more money on the product over time. This and Amplitude&#39;s impressive customer list is exciting for the company&#39;s long-term prospects. At the same time, the stock recently plummeted, falling more than 50% since its Q4 2021 earnings report due to the company calling for 2022 revenue growth of just 35% to 40%, a notable slow-down from 2021 when revenue grew 63% year over year. Management attributed the softer guidance to 2021 being a stronger-than-average year for the company. Investors will need to see how Amplitude executes over the next several quarters, but the stock&#39;s dramatic decline should help compensate investors for these short-term question marks.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Top Tech Stocks Under $20 Per Share</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\">\n3 Top Tech Stocks Under $20 Per Share\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-25 21:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/25/3-top-tech-stocks-under-20-per-share/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of the e-commerce giant Amazon cost more than $3,000 for a single share, but they were under $10 when the dot-com bubble burst in the early 2000s. The bottom line is, even companies that grow ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/25/3-top-tech-stocks-under-20-per-share/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","PLTR":"Palantir Technologies Inc.","BK4561":"索罗斯持仓","BK4581":"高盛持仓","BK4548":"巴美列捷福持仓","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4524":"宅经济概念","SOFI":"SoFi Technologies Inc.","BK4535":"淡马锡持仓","BK4527":"明星科技股","AMPL":"AmplitudeE, Inc.","BK4559":"巴菲特持仓","BK4538":"云计算","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4122":"互联网与直销零售"},"source_url":"https://www.fool.com/investing/2022/03/25/3-top-tech-stocks-under-20-per-share/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2222887366","content_text":"Shares of the e-commerce giant Amazon cost more than $3,000 for a single share, but they were under $10 when the dot-com bubble burst in the early 2000s. The bottom line is, even companies that grow to be massive, like Amazon, usually start much smaller.While history doesn't really repeat, it often rhymes. There are probably quite a few potential \"Amazons\" out there, trading at really low prices. Below are three companies that I'm currently excited about, and here's the kicker: You can have them for less than $20 per share, which is affordable for most people.So when you grab a $20 bill to pay for a dinner on the go this week, think about putting that money into one of these three potential winners.1. SoFi TechnologiesBanking is a massive and old industry that goes back centuries. However, there's been a lot of innovation within the financial sector in recent years. Reimagining consumer banking is part of that, which is where SoFi Technologies ( SOFI 1.07% ) comes in. SoFi started as a company refinancing student loans, but it's become much more than that.The company's \"super-app\" offers its users various financial services, like money transfers, investing, borrowing, banking, and savings, all in one smartphone app. This creates convenience for users and lowers customer acquisition costs for SoFi because it costs nothing for a user to go from using one service on its app to multiple services. SoFi also acquired Galileo in 2020 for $1.2 billion, a technology platform that helps create digital payment cards and banking products.SoFi recently received regulatory approval to become a national bank, which will let the company finance its loans with user deposits, lowering its own cost of capital and increasing its profitability. The company produced $1.0 billion in revenue in 2021, and as its vision for becoming a conglomerate of fintech services becomes a reality, SoFi could continue growing for years to come.2. Palantir TechnologiesA mathematician in the United Kingdom once said that \"data is the new oil. Like oil, data is valuable, but if unrefined, it cannot be used.\" Data analytics company Palantir Technologies ( PLTR 1.59% ) addresses this very problem. Its two software platforms, Foundry and Gotham, build custom solutions for its clients to analyze data to help make actionable decisions, discover trends, and aid human analysts. The company itself believes in \"augmenting human intelligence, not replacing it.\"Palantir started in the early 2000s, first gaining traction with the United States government. A variety of agencies in the government use Palantir, including Homeland Security, Defense, and more. Palantir has expanded into the private sector to work with companies, but the government remains Palantir's largest customer, contributing 58% of revenue in 2021.Even though revenue from commercial accounts grew just 31% in 2021 compared to government revenue's 47% increase, the number of Palantir's commercial clients tripled during the year. This could lead to solid revenue growth down the road because the company has a multi-phase selling process that generates revenue once its software becomes mission-critical for its customers.3. AmplitudeAmplitude ( AMPL -1.66% ) is the self-proclaimed pioneer of \"digital optimization,\" in which data proactively drives how companies make decisions instead of reacting to what's already happened. Amplitude has gotten traction with its business with approximately 1,597 paying members as of the end of 2021, a 54% year-over-year increase.Amplitude works with some high-profile customers, including Anheuser-Busch InBev, Atlassian, and Ford. It's also scored recent customer wins, including Toyota, Twilio, and Taco Bell in the fourth quarter alone. Founder and CEO Spenser Skates is in his early 30s, so it can be hard to immediately trust a young company with an unproven CEO bringing a new type of software to market. These notable customer wins could help show some credibility to investors.The company's net revenue retention rate (NRR) is 123%, implying that customers tend to spend more money on the product over time. This and Amplitude's impressive customer list is exciting for the company's long-term prospects. At the same time, the stock recently plummeted, falling more than 50% since its Q4 2021 earnings report due to the company calling for 2022 revenue growth of just 35% to 40%, a notable slow-down from 2021 when revenue grew 63% year over year. Management attributed the softer guidance to 2021 being a stronger-than-average year for the company. Investors will need to see how Amplitude executes over the next several quarters, but the stock's dramatic decline should help compensate investors for these short-term question marks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034452637,"gmtCreate":1647954437190,"gmtModify":1676534283997,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"rubbish","listText":"rubbish","text":"rubbish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034452637","repostId":"2221069829","repostType":2,"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9080992039,"gmtCreate":1649827592951,"gmtModify":1676534585415,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/08472\">$Lapco Holdings(08472)$</a>whats happening? why sudden drop 80%??","listText":"<a href=\"https://ttm.financial/S/08472\">$Lapco Holdings(08472)$</a>whats happening? why sudden drop 80%??","text":"$Lapco Holdings(08472)$whats happening? why sudden drop 80%??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080992039","isVote":1,"tweetType":1,"viewCount":2385,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581992389752560","authorId":"3581992389752560","name":"ComingSoon","avatar":"https://static.tigerbbs.com/754898d750315b165dac42681ac8eac7","crmLevel":2,"crmLevelSwitch":0,"idStr":"3581992389752560","authorIdStr":"3581992389752560"},"content":"i get lost also, scammer control it,just sold it. i loat a lot. dont believe too much invester teacher now","text":"i get lost also, scammer control it,just sold it. i loat a lot. dont believe too much invester teacher now","html":"i get lost also, scammer control it,just sold it. i loat a lot. dont believe too much invester teacher now"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004413265,"gmtCreate":1642656374880,"gmtModify":1676533732990,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"TSLA has been quite resistant to market correction. i would buy on dip!&nbsp;","listText":"TSLA has been quite resistant to market correction. i would buy on dip!&nbsp;","text":"TSLA has been quite resistant to market correction. i would buy on dip!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004413265","repostId":"2204056629","repostType":2,"repost":{"id":"2204056629","kind":"highlight","pubTimestamp":1642637895,"share":"https://ttm.financial/m/news/2204056629?lang=&edition=fundamental","pubTime":"2022-01-20 08:18","market":"us","language":"en","title":"Why Tesla Is the One Stock I'd Avoid in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2204056629","media":"Motley Fool","summary":"The stock has been a big winner over the past five years, but expectations are too high for this company going forward.","content":"<html><head></head><body><p><b>Tesla</b>&#39;s (NASDAQ:TSLA) stock performance over the last decade has been nothing short of exceptional. Shares are up almost 23,000% in the last 10 years alone, making it <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the top-performing stocks in the market during that timespan. The company has scaled out its electric vehicle business, sports a market cap north of $1 trillion, and CEO Elon Musk is now the richest man in the world. Everything has come up in favor of Tesla recently. But for owners of the stock, the future does not look nearly as bright.</p><p>Here&#39;s why Tesla is the one stock I&#39;d avoid in 2022.</p><p><img src=\"https://static.tigerbbs.com/0b7755ea2b8be302b03c4454fb738f44\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>Growth has been solid</h2><p>Let&#39;s start with what Tesla has done with its business over the last five years. It recently posted record car deliveries of 936,000 in 2021, up from a measly 30,000 in 2017. Revenue has followed suit. Trailing 12-month sales are up 448% in the last five years, as Tesla has scaled its manufacturing business around the globe. What&#39;s more, it has recently started to generate steady profits, putting up $4.45 billion in operating income over the last 12 months.</p><p>The company should do over $50 billion in sales in 2021, and analysts expect revenue to get close to $100 billion in 2023. So why is Tesla stock one to avoid in 2022? <a href=\"https://laohu8.com/S/TWOA.U\">Two</a> reasons: the difficulty of manufacturing and the expectations embedded in the stock.</p><h2>Manufacturing is a difficult business</h2><p>Bending steel is difficult. Building and selling cars is difficult, and it costs a lot of money. Tesla (a car manufacturer) is not immune to these costs, and they will make it difficult for the company to return cash to shareholders over the long term -- which is how you accrue value as an owner of the stock. For example, over the last 12 months, Tesla has spent $7.3 billion on capital expenditures, which is only slightly lower than the $9.9 billion it generated in cash flow from operations.</p><p>These numbers come out to a free cash flow of only $2.6 billion over the past 12 months. At a market cap of $1.05 trillion, that is a price-to-free-cash-flow (P/FCF) over 400. Even worse, Tesla has only generated this &#34;free cash flow&#34; because it has grown its accounts payable and accrued liabilities by $2.7 billion this year. This is money Tesla will have to pay to suppliers and employees eventually, making the $2.6 billion in cash it generated unavailable to return to shareholders.</p><p>You might ask: Won&#39;t capex decrease once Tesla is done expanding its business? This is not likely. <b>Toyota</b> (NYSE:TM), the largest car manufacturer in the world, spent almost $35 billion on capital expenditures over the last 12 months, and it is growing capacity at a much slower rate than Tesla. If Tesla starts delivering more than 10 million vehicles a year (as Toyota did in 2019), it will have a perpetual need for capital investment, which will limit the amount of true free cash flow available to pay out to shareholders.</p><h2>Expectations are much too high</h2><p>Given the difficult nature of an automotive manufacturing business, most of the sector&#39;s stocks trade at dirt-cheap earnings multiples. This will likely be true of Tesla at some point. Let&#39;s look at Toyota again as an example. The company, which did $281 billion in revenue over the past 12 months, generated $28.2 billion in net income. It has a market cap of $289 billion, or right around a price-to-earnings ratio of 10. It is so low because investors in the company understand that it will be difficult for excess cash to be paid out to them relative to its earning power.</p><p>On the other hand, Tesla sports a market cap of $1.056 trillion and has a trailing net income of $3.47 billion. Could Tesla get to $28.2 billion in annual net income someday? Maybe. But as investors, you should understand that with a market cap more than three times the size of Toyota&#39;s, this is <i>already priced into the stock</i>.</p><p>If you own Tesla right now, you should have a thesis on why it will be worth more than $1 trillion in the future, and likely $2 trillion a decade from now if you desire a decent compounded annual return. You might argue that Tesla is setting itself up to do that with autonomous driving, battery technology, and solar panels. However, these are all either small and capital-intensive businesses (solar and batteries) or speculative business plans with no line of sight to becoming commercially viable (autonomous driving). Will these segments help Tesla achieve positive returns over the next decade when it already has a market cap pricing in the dominance of the majority of the automotive sector?</p><p>Tesla&#39;s market cap is much too high relative to the opportunity set in front of it and its current financial profile. For that reason, it is the one stock I&#39;d avoid buying in 2022.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Tesla Is the One Stock I'd Avoid in 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Tesla Is the One Stock I'd Avoid in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-20 08:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/19/why-tesla-is-the-one-stock-id-avoid-in-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla's (NASDAQ:TSLA) stock performance over the last decade has been nothing short of exceptional. Shares are up almost 23,000% in the last 10 years alone, making it one of the top-performing stocks ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/19/why-tesla-is-the-one-stock-id-avoid-in-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","TSLA":"特斯拉","BK4527":"明星科技股","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4099":"汽车制造商","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓"},"source_url":"https://www.fool.com/investing/2022/01/19/why-tesla-is-the-one-stock-id-avoid-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204056629","content_text":"Tesla's (NASDAQ:TSLA) stock performance over the last decade has been nothing short of exceptional. Shares are up almost 23,000% in the last 10 years alone, making it one of the top-performing stocks in the market during that timespan. The company has scaled out its electric vehicle business, sports a market cap north of $1 trillion, and CEO Elon Musk is now the richest man in the world. Everything has come up in favor of Tesla recently. But for owners of the stock, the future does not look nearly as bright.Here's why Tesla is the one stock I'd avoid in 2022.Image source: Getty Images.Growth has been solidLet's start with what Tesla has done with its business over the last five years. It recently posted record car deliveries of 936,000 in 2021, up from a measly 30,000 in 2017. Revenue has followed suit. Trailing 12-month sales are up 448% in the last five years, as Tesla has scaled its manufacturing business around the globe. What's more, it has recently started to generate steady profits, putting up $4.45 billion in operating income over the last 12 months.The company should do over $50 billion in sales in 2021, and analysts expect revenue to get close to $100 billion in 2023. So why is Tesla stock one to avoid in 2022? Two reasons: the difficulty of manufacturing and the expectations embedded in the stock.Manufacturing is a difficult businessBending steel is difficult. Building and selling cars is difficult, and it costs a lot of money. Tesla (a car manufacturer) is not immune to these costs, and they will make it difficult for the company to return cash to shareholders over the long term -- which is how you accrue value as an owner of the stock. For example, over the last 12 months, Tesla has spent $7.3 billion on capital expenditures, which is only slightly lower than the $9.9 billion it generated in cash flow from operations.These numbers come out to a free cash flow of only $2.6 billion over the past 12 months. At a market cap of $1.05 trillion, that is a price-to-free-cash-flow (P/FCF) over 400. Even worse, Tesla has only generated this \"free cash flow\" because it has grown its accounts payable and accrued liabilities by $2.7 billion this year. This is money Tesla will have to pay to suppliers and employees eventually, making the $2.6 billion in cash it generated unavailable to return to shareholders.You might ask: Won't capex decrease once Tesla is done expanding its business? This is not likely. Toyota (NYSE:TM), the largest car manufacturer in the world, spent almost $35 billion on capital expenditures over the last 12 months, and it is growing capacity at a much slower rate than Tesla. If Tesla starts delivering more than 10 million vehicles a year (as Toyota did in 2019), it will have a perpetual need for capital investment, which will limit the amount of true free cash flow available to pay out to shareholders.Expectations are much too highGiven the difficult nature of an automotive manufacturing business, most of the sector's stocks trade at dirt-cheap earnings multiples. This will likely be true of Tesla at some point. Let's look at Toyota again as an example. The company, which did $281 billion in revenue over the past 12 months, generated $28.2 billion in net income. It has a market cap of $289 billion, or right around a price-to-earnings ratio of 10. It is so low because investors in the company understand that it will be difficult for excess cash to be paid out to them relative to its earning power.On the other hand, Tesla sports a market cap of $1.056 trillion and has a trailing net income of $3.47 billion. Could Tesla get to $28.2 billion in annual net income someday? Maybe. But as investors, you should understand that with a market cap more than three times the size of Toyota's, this is already priced into the stock.If you own Tesla right now, you should have a thesis on why it will be worth more than $1 trillion in the future, and likely $2 trillion a decade from now if you desire a decent compounded annual return. You might argue that Tesla is setting itself up to do that with autonomous driving, battery technology, and solar panels. However, these are all either small and capital-intensive businesses (solar and batteries) or speculative business plans with no line of sight to becoming commercially viable (autonomous driving). Will these segments help Tesla achieve positive returns over the next decade when it already has a market cap pricing in the dominance of the majority of the automotive sector?Tesla's market cap is much too high relative to the opportunity set in front of it and its current financial profile. For that reason, it is the one stock I'd avoid buying in 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035986711,"gmtCreate":1647485523454,"gmtModify":1676534236480,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"[LOL]&nbsp;must hv thought its a chinese stock!","listText":"[LOL]&nbsp;must hv thought its a chinese stock!","text":"[LOL] must hv thought its a chinese stock!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035986711","repostId":"2220992977","repostType":2,"repost":{"id":"2220992977","kind":"highlight","pubTimestamp":1647485373,"share":"https://ttm.financial/m/news/2220992977?lang=&edition=fundamental","pubTime":"2022-03-17 10:49","market":"us","language":"en","title":"Why Grab Holdings Stock Soared on Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=2220992977","media":"Motley Fool","summary":"A friendlier economic stance from the Chinese government lifted Asian stocks broadly.","content":"<html><head></head><body><h2>What happened</h2><p>Shares of <b>Grab Holdings </b>(NASDAQ:GRAB), a Southeast Asian ridesharing company, jumped Wednesday as Chinese stocks broadly skyrocketed on news that Beijing would do more to stabilize markets and prop up the Chinese economy. While that won&#39;t have a direct effect on Grab, which doesn&#39;t operate in China, the news sparked bullishness for Asian stocks in general. Grab&#39;s fellow Singapore-based tech company <b>Sea Limited </b>and South Korean e-commerce giant <b>Coupang </b>were also up by double-digit percentages.</p><p>Additionally, Grab competitor GoTo Group announced plans to go public earlier in the week, seeking a valuation of $28.8 billion. That&#39;s more than double Grab&#39;s current market cap, which may signal that investors still see opportunities in that market.</p><p>Grab shares closed Wednesday&#39;s session up by 16%.</p><p><img src=\"https://static.tigerbbs.com/c85f7c9cad9a4a6b53beb799e367714a\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Getty Images.</p><h2>So what</h2><p>The Grab app is sometimes called a super app as it offers ridesharing, delivery, and payment services, and the stock was <a href=\"https://laohu8.com/S/AONE.U\">one</a> of several Asian tech equities  outside of China that reacted favorably to the news out of Beijing.</p><p>Vice Premier Liu He, China&#39;s top economic official, said the government &#34;should actively introduce policies that will benefit markets,&#34; a sharp shift away from Beijing&#39;s tone over the past year, when regulators have been cracking down hard on China&#39;s big companies.</p><p>Investors in Chinese companies responded euphorically to the news, bidding some up by 30%, 40%, or even 50%, and the enthusiasm seemed to extend to companies based in other Asian nations that may have indirect exposure to the Chinese market and also trade on U.S. exchanges through American depositary receipts rather than direct shares.</p><h2>Now what</h2><p>Grab shares tumbled earlier this month following the release of its most recent earnings report. The company has struggled during the pandemic, and posted wide losses and falling revenue in the fourth quarter. Like other ridesharing businesses such as <b>Uber </b>and <b>Lyft</b>, Grab looks to have a lot of promise, but has found it difficult to chart a path to profitability.</p><p>Still, the Southeast Asian market has a lot of potential, and a stronger Chinese economy could offer benefits like increased investment and regional tourism growth. While Wednesday&#39;s double-digit percentage gain seems excessive considering the lack of any direct catalysts for Grab, its shares have been highly volatile. That pattern should continue given the market dynamics and the uncertainty regarding the company&#39;s financial future.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Grab Holdings Stock Soared on Wednesday</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 Grab Holdings Stock Soared on Wednesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-17 10:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/16/why-grab-holdings-stock-soared-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedShares of Grab Holdings (NASDAQ:GRAB), a Southeast Asian ridesharing company, jumped Wednesday as Chinese stocks broadly skyrocketed on news that Beijing would do more to stabilize ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/16/why-grab-holdings-stock-soared-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4022":"陆运",".IXIC":"NASDAQ Composite","GRAB":"Grab Holdings","BK4122":"互联网与直销零售"},"source_url":"https://www.fool.com/investing/2022/03/16/why-grab-holdings-stock-soared-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2220992977","content_text":"What happenedShares of Grab Holdings (NASDAQ:GRAB), a Southeast Asian ridesharing company, jumped Wednesday as Chinese stocks broadly skyrocketed on news that Beijing would do more to stabilize markets and prop up the Chinese economy. While that won't have a direct effect on Grab, which doesn't operate in China, the news sparked bullishness for Asian stocks in general. Grab's fellow Singapore-based tech company Sea Limited and South Korean e-commerce giant Coupang were also up by double-digit percentages.Additionally, Grab competitor GoTo Group announced plans to go public earlier in the week, seeking a valuation of $28.8 billion. That's more than double Grab's current market cap, which may signal that investors still see opportunities in that market.Grab shares closed Wednesday's session up by 16%.Image source: Getty Images.So whatThe Grab app is sometimes called a super app as it offers ridesharing, delivery, and payment services, and the stock was one of several Asian tech equities  outside of China that reacted favorably to the news out of Beijing.Vice Premier Liu He, China's top economic official, said the government \"should actively introduce policies that will benefit markets,\" a sharp shift away from Beijing's tone over the past year, when regulators have been cracking down hard on China's big companies.Investors in Chinese companies responded euphorically to the news, bidding some up by 30%, 40%, or even 50%, and the enthusiasm seemed to extend to companies based in other Asian nations that may have indirect exposure to the Chinese market and also trade on U.S. exchanges through American depositary receipts rather than direct shares.Now whatGrab shares tumbled earlier this month following the release of its most recent earnings report. The company has struggled during the pandemic, and posted wide losses and falling revenue in the fourth quarter. Like other ridesharing businesses such as Uber and Lyft, Grab looks to have a lot of promise, but has found it difficult to chart a path to profitability.Still, the Southeast Asian market has a lot of potential, and a stronger Chinese economy could offer benefits like increased investment and regional tourism growth. While Wednesday's double-digit percentage gain seems excessive considering the lack of any direct catalysts for Grab, its shares have been highly volatile. That pattern should continue given the market dynamics and the uncertainty regarding the company's financial future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884899917,"gmtCreate":1631875195739,"gmtModify":1676530658587,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LOGI\">$Logitech International SA(LOGI)$</a>why a fundamentally good company stock can perform so badly? This is my worst performing stock ever! Sigh.&nbsp;","listText":"<a href=\"https://laohu8.com/S/LOGI\">$Logitech International SA(LOGI)$</a>why a fundamentally good company stock can perform so badly? This is my worst performing stock ever! Sigh.&nbsp;","text":"$Logitech International SA(LOGI)$why a fundamentally good company stock can perform so badly? This is my worst performing stock ever! Sigh.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/884899917","isVote":1,"tweetType":1,"viewCount":1183,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571725798071050","authorId":"3571725798071050","name":"gunners","avatar":"https://static.tigerbbs.com/d5a7fa110bcfe2d55849c2420876a866","crmLevel":7,"crmLevelSwitch":1,"idStr":"3571725798071050","authorIdStr":"3571725798071050"},"content":"hodl brother","text":"hodl brother","html":"hodl brother"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096317331,"gmtCreate":1644302141180,"gmtModify":1676533910576,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"ok let the matter rest and stock rise again!","listText":"ok let the matter rest and stock rise again!","text":"ok let the matter rest and stock rise again!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096317331","repostId":"1117021583","repostType":2,"repost":{"id":"1117021583","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1644301816,"share":"https://ttm.financial/m/news/1117021583?lang=&edition=fundamental","pubTime":"2022-02-08 14:30","market":"us","language":"en","title":"NVIDIA and SoftBank Group Announce Termination of NVIDIA’s Acquisition of Arm Limited","url":"https://stock-news.laohu8.com/highlight/detail?id=1117021583","media":"Tiger Newspress","summary":"NVIDIA and SoftBank Group Corp. (“SBG” or “SoftBank”) today announced the termination of the previou","content":"<html><head></head><body><p>NVIDIA and SoftBank Group Corp. (“SBG” or “SoftBank”) today announced the termination of the previously announced transaction whereby NVIDIA would acquire Arm Limited (“Arm”) from SBG. The parties agreed to terminate the Agreement because of significant regulatory challenges preventing the consummation of the transaction, despite good faith efforts by the parties. Arm will now start preparations for a public offering.</p><p>“Arm has a bright future, and we’ll continue to support them as a proud licensee for decades to come,” said Jensen Huang, founder and chief executive officer of NVIDIA. “Arm is at the center of the important dynamics in computing. Though we won’t be one company, we will partner closely with Arm. The significant investments that Masa has made have positioned Arm to expand the reach of the Arm CPU beyond client computing to supercomputing, cloud, AI and robotics. I expect Arm to be the most important CPU architecture of the next decade.”</p><p>SBG today also announced that, in coordination with Arm, it will start preparations for a public offering of Arm within the fiscal year ending March 31, 2023. SBG believes Arm’s technology and intellectual property will continue to be at the center of mobile computing and the development of artificial intelligence.</p><p>“Arm is becoming a center of innovation not only in the mobile phone revolution, but also in cloud computing, automotive, the Internet of Things and the metaverse, and has entered its second growth phase,” said Masayoshi Son, Representative Director, Corporate Officer, Chairman &amp; Chief Executive Officer of SoftBank Group Corp. “We will take this opportunity and start preparing to take Arm public, and to make even further progress.”</p><p>Mr. Son continued, “I want to thank Jensen and his talented team at NVIDIA for trying to bring together these two great companies and wish them all the success.”</p><p>NVIDIA and SBG had announced that they had entered into a definitive agreement, under which NVIDIA would acquire Arm from SoftBank, on September 13, 2020. In accordance with the terms of the agreement, SBG* will retain the $1.25 billion prepaid by NVIDIA, which will be recorded as profit in the fourth quarter, and NVIDIA will retain its 20-year Arm license.</p><p>* 24.99% of Arm shares are attributable to SoftBank Vision Fund 1.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NVIDIA and SoftBank Group Announce Termination of NVIDIA’s Acquisition of Arm Limited</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNVIDIA and SoftBank Group Announce Termination of NVIDIA’s Acquisition of Arm Limited\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-08 14:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>NVIDIA and SoftBank Group Corp. (“SBG” or “SoftBank”) today announced the termination of the previously announced transaction whereby NVIDIA would acquire Arm Limited (“Arm”) from SBG. The parties agreed to terminate the Agreement because of significant regulatory challenges preventing the consummation of the transaction, despite good faith efforts by the parties. Arm will now start preparations for a public offering.</p><p>“Arm has a bright future, and we’ll continue to support them as a proud licensee for decades to come,” said Jensen Huang, founder and chief executive officer of NVIDIA. “Arm is at the center of the important dynamics in computing. Though we won’t be one company, we will partner closely with Arm. The significant investments that Masa has made have positioned Arm to expand the reach of the Arm CPU beyond client computing to supercomputing, cloud, AI and robotics. I expect Arm to be the most important CPU architecture of the next decade.”</p><p>SBG today also announced that, in coordination with Arm, it will start preparations for a public offering of Arm within the fiscal year ending March 31, 2023. SBG believes Arm’s technology and intellectual property will continue to be at the center of mobile computing and the development of artificial intelligence.</p><p>“Arm is becoming a center of innovation not only in the mobile phone revolution, but also in cloud computing, automotive, the Internet of Things and the metaverse, and has entered its second growth phase,” said Masayoshi Son, Representative Director, Corporate Officer, Chairman &amp; Chief Executive Officer of SoftBank Group Corp. “We will take this opportunity and start preparing to take Arm public, and to make even further progress.”</p><p>Mr. Son continued, “I want to thank Jensen and his talented team at NVIDIA for trying to bring together these two great companies and wish them all the success.”</p><p>NVIDIA and SBG had announced that they had entered into a definitive agreement, under which NVIDIA would acquire Arm from SoftBank, on September 13, 2020. In accordance with the terms of the agreement, SBG* will retain the $1.25 billion prepaid by NVIDIA, which will be recorded as profit in the fourth quarter, and NVIDIA will retain its 20-year Arm license.</p><p>* 24.99% of Arm shares are attributable to SoftBank Vision Fund 1.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","SFTBY":"软银集团"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117021583","content_text":"NVIDIA and SoftBank Group Corp. (“SBG” or “SoftBank”) today announced the termination of the previously announced transaction whereby NVIDIA would acquire Arm Limited (“Arm”) from SBG. The parties agreed to terminate the Agreement because of significant regulatory challenges preventing the consummation of the transaction, despite good faith efforts by the parties. Arm will now start preparations for a public offering.“Arm has a bright future, and we’ll continue to support them as a proud licensee for decades to come,” said Jensen Huang, founder and chief executive officer of NVIDIA. “Arm is at the center of the important dynamics in computing. Though we won’t be one company, we will partner closely with Arm. The significant investments that Masa has made have positioned Arm to expand the reach of the Arm CPU beyond client computing to supercomputing, cloud, AI and robotics. I expect Arm to be the most important CPU architecture of the next decade.”SBG today also announced that, in coordination with Arm, it will start preparations for a public offering of Arm within the fiscal year ending March 31, 2023. SBG believes Arm’s technology and intellectual property will continue to be at the center of mobile computing and the development of artificial intelligence.“Arm is becoming a center of innovation not only in the mobile phone revolution, but also in cloud computing, automotive, the Internet of Things and the metaverse, and has entered its second growth phase,” said Masayoshi Son, Representative Director, Corporate Officer, Chairman & Chief Executive Officer of SoftBank Group Corp. “We will take this opportunity and start preparing to take Arm public, and to make even further progress.”Mr. Son continued, “I want to thank Jensen and his talented team at NVIDIA for trying to bring together these two great companies and wish them all the success.”NVIDIA and SBG had announced that they had entered into a definitive agreement, under which NVIDIA would acquire Arm from SoftBank, on September 13, 2020. In accordance with the terms of the agreement, SBG* will retain the $1.25 billion prepaid by NVIDIA, which will be recorded as profit in the fourth quarter, and NVIDIA will retain its 20-year Arm license.* 24.99% of Arm shares are attributable to SoftBank Vision Fund 1.","news_type":1},"isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891994915,"gmtCreate":1628314508737,"gmtModify":1703504994673,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"tsla is the market leader","listText":"tsla is the market leader","text":"tsla is the market leader","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/891994915","repostId":"1143051031","repostType":4,"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170662046,"gmtCreate":1626427512585,"gmtModify":1703759980223,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"sad, i sold it","listText":"sad, i sold it","text":"sad, i sold it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/170662046","repostId":"1166310062","repostType":4,"repost":{"id":"1166310062","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626425479,"share":"https://ttm.financial/m/news/1166310062?lang=&edition=fundamental","pubTime":"2021-07-16 16:51","market":"us","language":"en","title":"Moderna shares jumps 6.85% in premarket trading,as to be joining S&P 500.","url":"https://stock-news.laohu8.com/highlight/detail?id=1166310062","media":"Tiger Newspress","summary":"Moderna shares jumps 6.85% in premarket trading,as to be joining S&P 500.\nModerna Inc. will replace ","content":"<p>Moderna&nbsp;shares&nbsp;jumps&nbsp;6.85% in premarket&nbsp;trading,as&nbsp;to&nbsp;be&nbsp;joining S&amp;P 500.</p>\n<p><img src=\"https://static.tigerbbs.com/67fe1c018d8b5dfd6c9ed79f6402e3f0\" tg-width=\"1290\" tg-height=\"612\" referrerpolicy=\"no-referrer\">Moderna Inc.&nbsp;will replace Alexion Pharmaceuticals Inc. &nbsp;in the S&amp;P 500 effective prior to the opening of trading on Wednesday, July 21. AstraZeneca Plc&nbsp;is acquiring Alexion Pharmaceuticals in a deal expected to be completed soon pending final closing conditions.</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>Moderna shares jumps 6.85% in premarket trading,as to be joining S&P 500.</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\">\nModerna shares jumps 6.85% in premarket trading,as to be joining S&P 500.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-16 16:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Moderna&nbsp;shares&nbsp;jumps&nbsp;6.85% in premarket&nbsp;trading,as&nbsp;to&nbsp;be&nbsp;joining S&amp;P 500.</p>\n<p><img src=\"https://static.tigerbbs.com/67fe1c018d8b5dfd6c9ed79f6402e3f0\" tg-width=\"1290\" tg-height=\"612\" referrerpolicy=\"no-referrer\">Moderna Inc.&nbsp;will replace Alexion Pharmaceuticals Inc. &nbsp;in the S&amp;P 500 effective prior to the opening of trading on Wednesday, July 21. AstraZeneca Plc&nbsp;is acquiring Alexion Pharmaceuticals in a deal expected to be completed soon pending final closing conditions.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ALXN":"亚力兄制药","MRNA":"Moderna, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166310062","content_text":"Moderna shares jumps 6.85% in premarket trading,as to be joining S&P 500.\nModerna Inc. will replace Alexion Pharmaceuticals Inc.  in the S&P 500 effective prior to the opening of trading on Wednesday, July 21. AstraZeneca Plc is acquiring Alexion Pharmaceuticals in a deal expected to be completed soon pending final closing conditions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090570560,"gmtCreate":1643239540186,"gmtModify":1676533788293,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"stay invested, buy good companies with real profits.","listText":"stay invested, buy good companies with real profits.","text":"stay invested, buy good companies with real profits.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090570560","repostId":"2206589977","repostType":4,"repost":{"id":"2206589977","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":1643238051,"share":"https://ttm.financial/m/news/2206589977?lang=&edition=fundamental","pubTime":"2022-01-27 07:00","market":"us","language":"en","title":"Wall Street Gains Evaporate, S&P 500 Ends Lower on Fed Tightening Timeline","url":"https://stock-news.laohu8.com/highlight/detail?id=2206589977","media":"Reuters","summary":"* Tesla gyrates in after-market trading after results* Markets gyrate in closing minutes after Powel","content":"<html><head></head><body><p>* Tesla gyrates in after-market trading after results</p><p>* Markets gyrate in closing minutes after Powell Q&amp;A</p><p>* Mattel up on winning back Disney Princess license from Hasbro</p><p>* Indexes: Dow off 0.38%, S&amp;P down 0.15%, Nasdaq up 0.02%</p><p>NEW YORK, Jan 26 (Reuters) - The S&amp;P 500 ended lower on Wednesday, taking an abrupt nosedive that reversed earlier solid gains after the U.S. Federal Reserve released its statement at the conclusion of its two-day policy meeting.</p><p>All three major U.S. stock indexes gyrated wildly in the final minutes of a session that ended with the Dow joining the S&amp;P in negative territory and the Nasdaq eking out a nominal gain.</p><p>The indexes enjoyed a brief surge after the Federal Open Markets Committee left key interest rates near zero. But those gains quickly evaporated as the Fed statement warned it would soon begin raising the Fed Funds target rate to combat persistent inflation related to the COVID-hobbled supply chain.</p><p>&#34;With inflation well above 2 percent and a strong labor market, the Committee expects it will soon be appropriate to raise the target range for the federal funds rate,&#34; the statement said.</p><p>Stocks slid into negative territory once Fed Chairman Jerome Powell&#39;s subsequent Q&amp;A got under way, during which he warned that inflation remains above its long-run goal and supply problems are bigger and more long-lasting than previously thought.</p><p>&#34;When reporters asked Powell if the Fed would consider raising rates at every meeting, which would mean more than four  times this year, he didn’t say they wouldn’t, which indicates a flexibility to raise rates much more quickly (if necessary) than anyone was expecting,&#34; said Chris Zaccarelli, chief investment officer at Independent Advisor Alliance in Charlotte, North Carolina.</p><p>The Dow Jones Industrial Average fell 129.64 points, or 0.38%, to 34,168.09, the S&amp;P 500 lost 6.52 points, or 0.15%, to 4,349.93 and the Nasdaq Composite added 2.82 points, or 0.02%, to 13,542.12.</p><p>While all 11 major sectors of the S&amp;P 500 spent much of the trading day green, by the time the dust settled only tech and financials showed gains.</p><p>Fourth-quarter reporting season has hit full stride, with one-fifth of the companies in the S&amp;P 500 having posted results. Of those, 81% have beaten consensus, according to Refinitiv data.</p><p>Microsoft Corp gained 2.8% after current-quarter revenue guidance, driven in part by its cloud business, came in above consensus.</p><p>Boeing Co was down 4.8% after the plane maker said it incurred $4.5 billion in charges in the fourth quarter related to its sidelined 787.</p><p>Toy maker Mattel Inc jumped 4.3% after regaining the right from rival Hasbro Inc to produce toys based on Walt Disney Co&#39;s &#34;Frozen&#34; franchise.</p><p>Shares of Tesla gyrated wildly in extended trade after the electric vehicle maker warned that its factories would run below capacity through 2022 due to supply-chain limitations.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.12-to-1 ratio; on Nasdaq, a 1.98-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 12 new 52-week highs and 9 new lows; the Nasdaq Composite recorded 28 new highs and 206 new lows.</p><p>Volume on U.S. exchanges was 14.50 billion shares, compared with the 11.58 billion average over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Gains Evaporate, S&P 500 Ends Lower on Fed Tightening Timeline</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Gains Evaporate, S&P 500 Ends Lower on Fed Tightening Timeline\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-27 07:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Tesla gyrates in after-market trading after results</p><p>* Markets gyrate in closing minutes after Powell Q&amp;A</p><p>* Mattel up on winning back Disney Princess license from Hasbro</p><p>* Indexes: Dow off 0.38%, S&amp;P down 0.15%, Nasdaq up 0.02%</p><p>NEW YORK, Jan 26 (Reuters) - The S&amp;P 500 ended lower on Wednesday, taking an abrupt nosedive that reversed earlier solid gains after the U.S. Federal Reserve released its statement at the conclusion of its two-day policy meeting.</p><p>All three major U.S. stock indexes gyrated wildly in the final minutes of a session that ended with the Dow joining the S&amp;P in negative territory and the Nasdaq eking out a nominal gain.</p><p>The indexes enjoyed a brief surge after the Federal Open Markets Committee left key interest rates near zero. But those gains quickly evaporated as the Fed statement warned it would soon begin raising the Fed Funds target rate to combat persistent inflation related to the COVID-hobbled supply chain.</p><p>&#34;With inflation well above 2 percent and a strong labor market, the Committee expects it will soon be appropriate to raise the target range for the federal funds rate,&#34; the statement said.</p><p>Stocks slid into negative territory once Fed Chairman Jerome Powell&#39;s subsequent Q&amp;A got under way, during which he warned that inflation remains above its long-run goal and supply problems are bigger and more long-lasting than previously thought.</p><p>&#34;When reporters asked Powell if the Fed would consider raising rates at every meeting, which would mean more than four  times this year, he didn’t say they wouldn’t, which indicates a flexibility to raise rates much more quickly (if necessary) than anyone was expecting,&#34; said Chris Zaccarelli, chief investment officer at Independent Advisor Alliance in Charlotte, North Carolina.</p><p>The Dow Jones Industrial Average fell 129.64 points, or 0.38%, to 34,168.09, the S&amp;P 500 lost 6.52 points, or 0.15%, to 4,349.93 and the Nasdaq Composite added 2.82 points, or 0.02%, to 13,542.12.</p><p>While all 11 major sectors of the S&amp;P 500 spent much of the trading day green, by the time the dust settled only tech and financials showed gains.</p><p>Fourth-quarter reporting season has hit full stride, with one-fifth of the companies in the S&amp;P 500 having posted results. Of those, 81% have beaten consensus, according to Refinitiv data.</p><p>Microsoft Corp gained 2.8% after current-quarter revenue guidance, driven in part by its cloud business, came in above consensus.</p><p>Boeing Co was down 4.8% after the plane maker said it incurred $4.5 billion in charges in the fourth quarter related to its sidelined 787.</p><p>Toy maker Mattel Inc jumped 4.3% after regaining the right from rival Hasbro Inc to produce toys based on Walt Disney Co&#39;s &#34;Frozen&#34; franchise.</p><p>Shares of Tesla gyrated wildly in extended trade after the electric vehicle maker warned that its factories would run below capacity through 2022 due to supply-chain limitations.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.12-to-1 ratio; on Nasdaq, a 1.98-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 12 new 52-week highs and 9 new lows; the Nasdaq Composite recorded 28 new highs and 206 new lows.</p><p>Volume on U.S. exchanges was 14.50 billion shares, compared with the 11.58 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF","BK4559":"巴菲特持仓","BK4534":"瑞士信贷持仓","BA":"波音","BK4550":"红杉资本持仓",".DJI":"道琼斯","BK4504":"桥水持仓","MSFT":"微软","TSLA":"特斯拉",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2206589977","content_text":"* Tesla gyrates in after-market trading after results* Markets gyrate in closing minutes after Powell Q&A* Mattel up on winning back Disney Princess license from Hasbro* Indexes: Dow off 0.38%, S&P down 0.15%, Nasdaq up 0.02%NEW YORK, Jan 26 (Reuters) - The S&P 500 ended lower on Wednesday, taking an abrupt nosedive that reversed earlier solid gains after the U.S. Federal Reserve released its statement at the conclusion of its two-day policy meeting.All three major U.S. stock indexes gyrated wildly in the final minutes of a session that ended with the Dow joining the S&P in negative territory and the Nasdaq eking out a nominal gain.The indexes enjoyed a brief surge after the Federal Open Markets Committee left key interest rates near zero. But those gains quickly evaporated as the Fed statement warned it would soon begin raising the Fed Funds target rate to combat persistent inflation related to the COVID-hobbled supply chain.\"With inflation well above 2 percent and a strong labor market, the Committee expects it will soon be appropriate to raise the target range for the federal funds rate,\" the statement said.Stocks slid into negative territory once Fed Chairman Jerome Powell's subsequent Q&A got under way, during which he warned that inflation remains above its long-run goal and supply problems are bigger and more long-lasting than previously thought.\"When reporters asked Powell if the Fed would consider raising rates at every meeting, which would mean more than four  times this year, he didn’t say they wouldn’t, which indicates a flexibility to raise rates much more quickly (if necessary) than anyone was expecting,\" said Chris Zaccarelli, chief investment officer at Independent Advisor Alliance in Charlotte, North Carolina.The Dow Jones Industrial Average fell 129.64 points, or 0.38%, to 34,168.09, the S&P 500 lost 6.52 points, or 0.15%, to 4,349.93 and the Nasdaq Composite added 2.82 points, or 0.02%, to 13,542.12.While all 11 major sectors of the S&P 500 spent much of the trading day green, by the time the dust settled only tech and financials showed gains.Fourth-quarter reporting season has hit full stride, with one-fifth of the companies in the S&P 500 having posted results. Of those, 81% have beaten consensus, according to Refinitiv data.Microsoft Corp gained 2.8% after current-quarter revenue guidance, driven in part by its cloud business, came in above consensus.Boeing Co was down 4.8% after the plane maker said it incurred $4.5 billion in charges in the fourth quarter related to its sidelined 787.Toy maker Mattel Inc jumped 4.3% after regaining the right from rival Hasbro Inc to produce toys based on Walt Disney Co's \"Frozen\" franchise.Shares of Tesla gyrated wildly in extended trade after the electric vehicle maker warned that its factories would run below capacity through 2022 due to supply-chain limitations.Declining issues outnumbered advancing ones on the NYSE by a 2.12-to-1 ratio; on Nasdaq, a 1.98-to-1 ratio favored decliners.The S&P 500 posted 12 new 52-week highs and 9 new lows; the Nasdaq Composite recorded 28 new highs and 206 new lows.Volume on U.S. exchanges was 14.50 billion shares, compared with the 11.58 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090814733,"gmtCreate":1643151438517,"gmtModify":1676533778212,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"irrational. there is no reason to decline 5%. will be adding more.&nbsp;","listText":"irrational. there is no reason to decline 5%. will be adding more.&nbsp;","text":"irrational. there is no reason to decline 5%. will be adding more.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090814733","repostId":"1109844819","repostType":4,"repost":{"id":"1109844819","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1643149584,"share":"https://ttm.financial/m/news/1109844819?lang=&edition=fundamental","pubTime":"2022-01-26 06:26","market":"us","language":"en","title":"Microsoft Beats on Earnings and Revenue, Delivers Upbeat Forecast for Fiscal Third Quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=1109844819","media":"Tiger Newspress","summary":"Microsoft shares dropped once 6% in late-trading Tuesday, despite better-than-expected December quar","content":"<html><head></head><body><p>Microsoft shares dropped once 6% in late-trading Tuesday, despite better-than-expected December quarter financial results.</p><p>It shares tick higher as quarterly earnings call begins.Microsoft delivers upbeat forecast for fiscal third quarter.</p><p><img src=\"https://static.tigerbbs.com/511f3f3c3e184b24265ae82c2e54031b\" tg-width=\"841\" tg-height=\"619\" referrerpolicy=\"no-referrer\"/></p><p>The company’s fiscal second quarter, which ended Dec. 31, was driven by strength in the company’s PC business, but investors seem disappointed by performance in the company’s enterprise software segments, which only matched Wall Street estimates.</p><p>The stock dropped in part because Azure revenue did not hit an unofficial Wall Street bullish forecast of 48%, Wedbush analyst Dan Ives said in a note.</p><p>For the fiscal second quarter, Microsoft reported revenue of $51.7 billion, up 20% from a year ago, topping the $50 billion level for the first time. Earnings jumped 22% to $2.48 per share. Wall Street analysts had expected revenue of $50.9 billion and EPS of $2.31.</p><p>While Microsoft stock has tumbled about 15% this year, dragged down by the steep market correction, analysts had been generally upbeat heading into the software giant’s December quarter results.</p><p>“Digital technology is the most malleable resource at the world’s disposal to overcome constraints and reimagine everyday work and life,” Microsoft CEO Satya Nadella said in the earnings press release.</p><p>Revenue from the company’s Productivity and Business Processes segment, which includes Office and other applications was $15.9 billion, up 19%, in line with both the Wall Street consensus at $15.9 billion and the company’s guidance range of $15.7 billion to $15.95 billion. Revenue was up 14% for Office Commercial products and 15% for Office Consumer. LinkedIn revenue was up 37% from a year ago.</p><p>For the Intelligent Cloud segment, including Azure, revenue was $18.3 billion, up 26%, and likewise in line with Wall Street at $18.3 billion and guidance of between $18.1 billion and $18.35 billion. Azure revenue was up 46%, slowing from 50% growth one quarter earlier. Microsoft Cloud revenue, which also includes Office 365 and Dynamics 365, was up 32%.</p><p>Microsoft said revenue from its More Personal Computing segment, which includes Windows, Surface and Xbox, among other things, was $17.5 billion, up 15%, and ahead of both consensus at $16.6 billion, and the company’s guidance range of $16.35 billion and $16.75 billion. Search and news advertising revenue rose 32% in the quarter.</p><p>Windows OEM revenue—from PC makers—was up a surprising 25%, driven in particular by strong growth in enterprise PC demand. That was up from 10% growth in the previous quarter, and just 1% growth a year ago. Xbox content and services were up 10%, while Xbox hardware was up 4%.</p><p>It’s worth noting that the company had expected a one percentage point benefit from foreign currency in the quarter, but actually got no help from currency this time due to less-favorable than expected exchange rates. Commercial bookings were up 32% in the quarter, or 37% in constant currency, accelerating from 11% growth one quarter earlier.</p><p>Microsoft bought back $6.2 billion of stock in the quarter.</p><p>Amy Hood, Microsoft&#39;s finance chief, said the company is expecting $48.5 billion to 49.3 billion in revenue in the fiscal third quarter, topping the $48.23 billion Refinitiv consensus. The middle of the range, at $48.9 billion, is above the $48.23 billion Refinitiv consensus. Hood said the company now expects full-year operating margins to widen slightly.</p><p>Investors are also focused on Microsoft&#39;s proposed $69 billion acquisition of Activision Blizzard Inc, announced on Jan. 18, a huge expansion for its gaming division. It also broadens the company&#39;s efforts in the so-called metaverse, or the merging of online and offline worlds, which will have corporate and consumer applications.</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>Microsoft Beats on Earnings and Revenue, Delivers Upbeat Forecast for Fiscal Third Quarter</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\">\nMicrosoft Beats on Earnings and Revenue, Delivers Upbeat Forecast for Fiscal Third Quarter\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-26 06:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Microsoft shares dropped once 6% in late-trading Tuesday, despite better-than-expected December quarter financial results.</p><p>It shares tick higher as quarterly earnings call begins.Microsoft delivers upbeat forecast for fiscal third quarter.</p><p><img src=\"https://static.tigerbbs.com/511f3f3c3e184b24265ae82c2e54031b\" tg-width=\"841\" tg-height=\"619\" referrerpolicy=\"no-referrer\"/></p><p>The company’s fiscal second quarter, which ended Dec. 31, was driven by strength in the company’s PC business, but investors seem disappointed by performance in the company’s enterprise software segments, which only matched Wall Street estimates.</p><p>The stock dropped in part because Azure revenue did not hit an unofficial Wall Street bullish forecast of 48%, Wedbush analyst Dan Ives said in a note.</p><p>For the fiscal second quarter, Microsoft reported revenue of $51.7 billion, up 20% from a year ago, topping the $50 billion level for the first time. Earnings jumped 22% to $2.48 per share. Wall Street analysts had expected revenue of $50.9 billion and EPS of $2.31.</p><p>While Microsoft stock has tumbled about 15% this year, dragged down by the steep market correction, analysts had been generally upbeat heading into the software giant’s December quarter results.</p><p>“Digital technology is the most malleable resource at the world’s disposal to overcome constraints and reimagine everyday work and life,” Microsoft CEO Satya Nadella said in the earnings press release.</p><p>Revenue from the company’s Productivity and Business Processes segment, which includes Office and other applications was $15.9 billion, up 19%, in line with both the Wall Street consensus at $15.9 billion and the company’s guidance range of $15.7 billion to $15.95 billion. Revenue was up 14% for Office Commercial products and 15% for Office Consumer. LinkedIn revenue was up 37% from a year ago.</p><p>For the Intelligent Cloud segment, including Azure, revenue was $18.3 billion, up 26%, and likewise in line with Wall Street at $18.3 billion and guidance of between $18.1 billion and $18.35 billion. Azure revenue was up 46%, slowing from 50% growth one quarter earlier. Microsoft Cloud revenue, which also includes Office 365 and Dynamics 365, was up 32%.</p><p>Microsoft said revenue from its More Personal Computing segment, which includes Windows, Surface and Xbox, among other things, was $17.5 billion, up 15%, and ahead of both consensus at $16.6 billion, and the company’s guidance range of $16.35 billion and $16.75 billion. Search and news advertising revenue rose 32% in the quarter.</p><p>Windows OEM revenue—from PC makers—was up a surprising 25%, driven in particular by strong growth in enterprise PC demand. That was up from 10% growth in the previous quarter, and just 1% growth a year ago. Xbox content and services were up 10%, while Xbox hardware was up 4%.</p><p>It’s worth noting that the company had expected a one percentage point benefit from foreign currency in the quarter, but actually got no help from currency this time due to less-favorable than expected exchange rates. Commercial bookings were up 32% in the quarter, or 37% in constant currency, accelerating from 11% growth one quarter earlier.</p><p>Microsoft bought back $6.2 billion of stock in the quarter.</p><p>Amy Hood, Microsoft&#39;s finance chief, said the company is expecting $48.5 billion to 49.3 billion in revenue in the fiscal third quarter, topping the $48.23 billion Refinitiv consensus. The middle of the range, at $48.9 billion, is above the $48.23 billion Refinitiv consensus. Hood said the company now expects full-year operating margins to widen slightly.</p><p>Investors are also focused on Microsoft&#39;s proposed $69 billion acquisition of Activision Blizzard Inc, announced on Jan. 18, a huge expansion for its gaming division. It also broadens the company&#39;s efforts in the so-called metaverse, or the merging of online and offline worlds, which will have corporate and consumer applications.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109844819","content_text":"Microsoft shares dropped once 6% in late-trading Tuesday, despite better-than-expected December quarter financial results.It shares tick higher as quarterly earnings call begins.Microsoft delivers upbeat forecast for fiscal third quarter.The company’s fiscal second quarter, which ended Dec. 31, was driven by strength in the company’s PC business, but investors seem disappointed by performance in the company’s enterprise software segments, which only matched Wall Street estimates.The stock dropped in part because Azure revenue did not hit an unofficial Wall Street bullish forecast of 48%, Wedbush analyst Dan Ives said in a note.For the fiscal second quarter, Microsoft reported revenue of $51.7 billion, up 20% from a year ago, topping the $50 billion level for the first time. Earnings jumped 22% to $2.48 per share. Wall Street analysts had expected revenue of $50.9 billion and EPS of $2.31.While Microsoft stock has tumbled about 15% this year, dragged down by the steep market correction, analysts had been generally upbeat heading into the software giant’s December quarter results.“Digital technology is the most malleable resource at the world’s disposal to overcome constraints and reimagine everyday work and life,” Microsoft CEO Satya Nadella said in the earnings press release.Revenue from the company’s Productivity and Business Processes segment, which includes Office and other applications was $15.9 billion, up 19%, in line with both the Wall Street consensus at $15.9 billion and the company’s guidance range of $15.7 billion to $15.95 billion. Revenue was up 14% for Office Commercial products and 15% for Office Consumer. LinkedIn revenue was up 37% from a year ago.For the Intelligent Cloud segment, including Azure, revenue was $18.3 billion, up 26%, and likewise in line with Wall Street at $18.3 billion and guidance of between $18.1 billion and $18.35 billion. Azure revenue was up 46%, slowing from 50% growth one quarter earlier. Microsoft Cloud revenue, which also includes Office 365 and Dynamics 365, was up 32%.Microsoft said revenue from its More Personal Computing segment, which includes Windows, Surface and Xbox, among other things, was $17.5 billion, up 15%, and ahead of both consensus at $16.6 billion, and the company’s guidance range of $16.35 billion and $16.75 billion. Search and news advertising revenue rose 32% in the quarter.Windows OEM revenue—from PC makers—was up a surprising 25%, driven in particular by strong growth in enterprise PC demand. That was up from 10% growth in the previous quarter, and just 1% growth a year ago. Xbox content and services were up 10%, while Xbox hardware was up 4%.It’s worth noting that the company had expected a one percentage point benefit from foreign currency in the quarter, but actually got no help from currency this time due to less-favorable than expected exchange rates. Commercial bookings were up 32% in the quarter, or 37% in constant currency, accelerating from 11% growth one quarter earlier.Microsoft bought back $6.2 billion of stock in the quarter.Amy Hood, Microsoft's finance chief, said the company is expecting $48.5 billion to 49.3 billion in revenue in the fiscal third quarter, topping the $48.23 billion Refinitiv consensus. The middle of the range, at $48.9 billion, is above the $48.23 billion Refinitiv consensus. Hood said the company now expects full-year operating margins to widen slightly.Investors are also focused on Microsoft's proposed $69 billion acquisition of Activision Blizzard Inc, announced on Jan. 18, a huge expansion for its gaming division. It also broadens the company's efforts in the so-called metaverse, or the merging of online and offline worlds, which will have corporate and consumer applications.","news_type":1},"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881137830,"gmtCreate":1631316073120,"gmtModify":1676530525245,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"just added more. will be up next week!","listText":"just added more. will be up next week!","text":"just added more. will be up next week!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/881137830","repostId":"2166711943","repostType":4,"repost":{"id":"2166711943","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":1631315453,"share":"https://ttm.financial/m/news/2166711943?lang=&edition=fundamental","pubTime":"2021-09-11 07:10","market":"us","language":"en","title":"Wall Street ends down, Apple sinks on app store ruling","url":"https://stock-news.laohu8.com/highlight/detail?id=2166711943","media":"Reuters","summary":"Sept 10  - Wall Street ended sharply lower on Friday as investors weighed signs of higher inflation, while Apple Inc tumbled following an unfavorable court ruling related to its app store.U.S. producer prices rose solidly in August, leading to the biggest annual gain in nearly 11 years and indicating that high inflation was likely to persist as the pandemic pressures supply chains, data showed.Sentiment also took a hit from Cleveland Federal Reserve Bank President Loretta Mester's comments that ","content":"<p>* U.S. producer prices rise solidly in August</p>\n<p>* Apple falls after 'Fortnite' case ruling</p>\n<p>* Kroger falls as shipping woes hurt margins</p>\n<p>Sept 10 (Reuters) - Wall Street ended sharply lower on Friday as investors weighed signs of higher inflation, while Apple Inc tumbled following an unfavorable court ruling related to its app store.</p>\n<p>U.S. producer prices rose solidly in August, leading to the biggest annual gain in nearly 11 years and indicating that high inflation was likely to persist as the pandemic pressures supply chains, data showed.</p>\n<p>Sentiment also took a hit from Cleveland Federal Reserve Bank President Loretta Mester's comments that she would still like the central bank to begin tapering asset purchases this year despite the weak August jobs report.</p>\n<p>The S&amp;P 500 has risen about 19% in 2021, buoyed by support from dovish central bank policies and re-opening optimism.</p>\n<p>However, Wall Street has moved sideways in recent sessions as investor digest indications of increased inflation and concerns about the Delta variant's impact on the economic recovery. Investors are also uncertain about when the Federal Reserve may begin reducing massive measures enacted last year to shield the economy from the pandemic.</p>\n<p>\"The market is taking a breather,\" said Greg Bassuk, CEO of AXS Investments. \"Investors are looking for some outsized news or information that is beyond the band of expectations, something much more outsized, positively or negatively, that will give investors better visibility into how things are going to look for the balance of the year.\"</p>\n<p>Apple dropped 3.3% after a judge struck down a core part of its App Store rules, benefiting app makers. Its drop contributed more than any other stocks to the Nasdaq and S&amp;P 500's declines.</p>\n<p>Shares of app makers rallied, with Spotify Technology&nbsp;up 0.7%, and Activision Blizzard and Electronic Arts both gaining about 2%.</p>\n<p>Losses in the three main indexes accelerated toward the end of the session.</p>\n<p>The Dow Jones Industrial Average fell 0.78% to close at 34,607.72 points, while the S&amp;P 500 lost 0.77% to 4,458.58.</p>\n<p>The Nasdaq Composite dropped 0.87% to 15,115.49.</p>\n<p>For the week, the S&amp;P 500 lost 1.7%, the Dow declined 2.15% and the Nasdaq shed 1.61%.</p>\n<p>Friday was the first time since February that the S&amp;P 500 declined five days in a row.</p>\n<p>All of the eleven S&amp;P 500 sector indexes fell, with real estate and utilities each down more than 1% and leading the declines.</p>\n<p>Affirm&nbsp;Exploded 34% on Robust Revenue Growth and Guidance, Analysts Impressive Amid Faster Than Expected Merchant and Customer Growth.</p>\n<p>Grocer Kroger Co slumped nearly 8% after it said global supply chain disruptions, freight costs, discounts and wastage would hit its profit margins.</p>\n<p>Volume on U.S. exchanges was 10.0 billion shares, compared with the 9.2 billion average for the full session over the last 20 trading days.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.84-to-1 ratio; on Nasdaq, a 1.88-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 15 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 55 new highs and 47 new lows.</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>Wall Street ends down, Apple sinks on app store ruling</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street ends down, Apple sinks on app store ruling\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\">2021-09-11 07:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* U.S. producer prices rise solidly in August</p>\n<p>* Apple falls after 'Fortnite' case ruling</p>\n<p>* Kroger falls as shipping woes hurt margins</p>\n<p>Sept 10 (Reuters) - Wall Street ended sharply lower on Friday as investors weighed signs of higher inflation, while Apple Inc tumbled following an unfavorable court ruling related to its app store.</p>\n<p>U.S. producer prices rose solidly in August, leading to the biggest annual gain in nearly 11 years and indicating that high inflation was likely to persist as the pandemic pressures supply chains, data showed.</p>\n<p>Sentiment also took a hit from Cleveland Federal Reserve Bank President Loretta Mester's comments that she would still like the central bank to begin tapering asset purchases this year despite the weak August jobs report.</p>\n<p>The S&amp;P 500 has risen about 19% in 2021, buoyed by support from dovish central bank policies and re-opening optimism.</p>\n<p>However, Wall Street has moved sideways in recent sessions as investor digest indications of increased inflation and concerns about the Delta variant's impact on the economic recovery. Investors are also uncertain about when the Federal Reserve may begin reducing massive measures enacted last year to shield the economy from the pandemic.</p>\n<p>\"The market is taking a breather,\" said Greg Bassuk, CEO of AXS Investments. \"Investors are looking for some outsized news or information that is beyond the band of expectations, something much more outsized, positively or negatively, that will give investors better visibility into how things are going to look for the balance of the year.\"</p>\n<p>Apple dropped 3.3% after a judge struck down a core part of its App Store rules, benefiting app makers. Its drop contributed more than any other stocks to the Nasdaq and S&amp;P 500's declines.</p>\n<p>Shares of app makers rallied, with Spotify Technology&nbsp;up 0.7%, and Activision Blizzard and Electronic Arts both gaining about 2%.</p>\n<p>Losses in the three main indexes accelerated toward the end of the session.</p>\n<p>The Dow Jones Industrial Average fell 0.78% to close at 34,607.72 points, while the S&amp;P 500 lost 0.77% to 4,458.58.</p>\n<p>The Nasdaq Composite dropped 0.87% to 15,115.49.</p>\n<p>For the week, the S&amp;P 500 lost 1.7%, the Dow declined 2.15% and the Nasdaq shed 1.61%.</p>\n<p>Friday was the first time since February that the S&amp;P 500 declined five days in a row.</p>\n<p>All of the eleven S&amp;P 500 sector indexes fell, with real estate and utilities each down more than 1% and leading the declines.</p>\n<p>Affirm&nbsp;Exploded 34% on Robust Revenue Growth and Guidance, Analysts Impressive Amid Faster Than Expected Merchant and Customer Growth.</p>\n<p>Grocer Kroger Co slumped nearly 8% after it said global supply chain disruptions, freight costs, discounts and wastage would hit its profit margins.</p>\n<p>Volume on U.S. exchanges was 10.0 billion shares, compared with the 9.2 billion average for the full session over the last 20 trading days.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.84-to-1 ratio; on Nasdaq, a 1.88-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 15 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 55 new highs and 47 new lows.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPOT":"Spotify Technology S.A.","DIDI":"滴滴(已退市)","KR":"克罗格","EA":"艺电",".DJI":"道琼斯","ATVI":"动视暴雪",".IXIC":"NASDAQ Composite","AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166711943","content_text":"* U.S. producer prices rise solidly in August\n* Apple falls after 'Fortnite' case ruling\n* Kroger falls as shipping woes hurt margins\nSept 10 (Reuters) - Wall Street ended sharply lower on Friday as investors weighed signs of higher inflation, while Apple Inc tumbled following an unfavorable court ruling related to its app store.\nU.S. producer prices rose solidly in August, leading to the biggest annual gain in nearly 11 years and indicating that high inflation was likely to persist as the pandemic pressures supply chains, data showed.\nSentiment also took a hit from Cleveland Federal Reserve Bank President Loretta Mester's comments that she would still like the central bank to begin tapering asset purchases this year despite the weak August jobs report.\nThe S&P 500 has risen about 19% in 2021, buoyed by support from dovish central bank policies and re-opening optimism.\nHowever, Wall Street has moved sideways in recent sessions as investor digest indications of increased inflation and concerns about the Delta variant's impact on the economic recovery. Investors are also uncertain about when the Federal Reserve may begin reducing massive measures enacted last year to shield the economy from the pandemic.\n\"The market is taking a breather,\" said Greg Bassuk, CEO of AXS Investments. \"Investors are looking for some outsized news or information that is beyond the band of expectations, something much more outsized, positively or negatively, that will give investors better visibility into how things are going to look for the balance of the year.\"\nApple dropped 3.3% after a judge struck down a core part of its App Store rules, benefiting app makers. Its drop contributed more than any other stocks to the Nasdaq and S&P 500's declines.\nShares of app makers rallied, with Spotify Technology up 0.7%, and Activision Blizzard and Electronic Arts both gaining about 2%.\nLosses in the three main indexes accelerated toward the end of the session.\nThe Dow Jones Industrial Average fell 0.78% to close at 34,607.72 points, while the S&P 500 lost 0.77% to 4,458.58.\nThe Nasdaq Composite dropped 0.87% to 15,115.49.\nFor the week, the S&P 500 lost 1.7%, the Dow declined 2.15% and the Nasdaq shed 1.61%.\nFriday was the first time since February that the S&P 500 declined five days in a row.\nAll of the eleven S&P 500 sector indexes fell, with real estate and utilities each down more than 1% and leading the declines.\nAffirm Exploded 34% on Robust Revenue Growth and Guidance, Analysts Impressive Amid Faster Than Expected Merchant and Customer Growth.\nGrocer Kroger Co slumped nearly 8% after it said global supply chain disruptions, freight costs, discounts and wastage would hit its profit margins.\nVolume on U.S. exchanges was 10.0 billion shares, compared with the 9.2 billion average for the full session over the last 20 trading days.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.84-to-1 ratio; on Nasdaq, a 1.88-to-1 ratio favored decliners.\nThe S&P 500 posted 15 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 55 new highs and 47 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175652836,"gmtCreate":1627030157225,"gmtModify":1703482800929,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"china gov crackdown.&nbsp;","listText":"china gov crackdown.&nbsp;","text":"china gov crackdown.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/175652836","repostId":"1112567098","repostType":4,"repost":{"id":"1112567098","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627048219,"share":"https://ttm.financial/m/news/1112567098?lang=&edition=fundamental","pubTime":"2021-07-23 21:50","market":"us","language":"en","title":"Chinese education stocks are trading sharply lower Fridaya after Bloomberg report suggested...","url":"https://stock-news.laohu8.com/highlight/detail?id=1112567098","media":"Tiger Newspress","summary":"(July 23) Chinese education stocks plunged in morning trading. Bloomberg report that, China consider","content":"<p>(July 23)&nbsp;Chinese education stocks plunged in morning trading.&nbsp;Bloomberg&nbsp;report&nbsp;that,&nbsp;China considers turning tutoring companies into Non-Profits.</p>\n<p><img src=\"https://static.tigerbbs.com/e2b057d861059cc83420bcf9edf2a465\" tg-width=\"370\" tg-height=\"246\" referrerpolicy=\"no-referrer\"></p>\n<p>China is considering asking companies that offer tutoring on the school curriculum to go non-profit, according to people familiar with the matter, as part of a sweeping set of constraints that could decimate the country’s $100 billion education tech industry.</p>\n<p>In rules currently being mulled, the platforms will likely no longer be allowed to raise capital or go public, the people said, asking to not be identified because the information is not public. Listed firms will also probably no longer be allowed to invest in or acquire education firms teaching school subjects while foreign capital will also be barred from the sector, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the people said.</p>\n<p>Local regulators will stop approving new after-school education firms seeking to offer tutoring on China’s compulsory syllabus and require extra scrutiny of existing online platforms, the people said. Vacation and weekend tutoring on school subjects will also be banned, they said. Changes may still occur as the rules haven’t been published. The 21st Century Business Herald earlier reported the bans on IPOs and investments by listed firms.</p>\n<p>The new set of regulations, devised and overseen by a dedicated branch set up just last month to regulate the industry, could wipe out the enormous growth that made stock market darlings of TAL Education Group and Gaotu Techedu Inc. The regulatory assault mirrors a broader campaign against the growing heft of Chinese internet companies from Didi Global Inc. to Alibaba Group Holding Ltd.</p>\n<p>“Making the sector non-profit is just as good as eradicating the industry all together,” said Wu Yuefeng, a fund manager at Funding Capital Management (Beijing) Co. “The regulations on financing are a major surprise and shows that to the authorities, this is a matter of no small importance. In the short term for the sector, any news will be bad news.”</p>\n<p>New Oriental Education &amp; Technology Group sank as much as 50% in Hong Kong Friday, while Koolearn Technology Holding Ltd. tumbled 31%.</p>\n<p>Beijing is coming down hard on the sector as excessive tutoring anguishes young pupils and burdens parents with expensive tutoring fees. It’s also regarded as an impediment to one of the country’s top priorities, boosting a declining birth rate. Last month, China said it will allow a couple to have three children and released a slew of support measures to encourage births and lower child expenses.</p>\n<p>Making the whole sector go non-profit “would make being a listed entity meaningless,” said Justin Tang, head of Asian research at United First Partners. “Investors are selling out first and asking questions later. It’s all being done to reduce cost of education and motivate citizens to raise kids.”</p>\n<p>Education technology had emerged as one of the hottest investment plays in China in recent years, with $10 billion of venture capital money pouring into the sector last year alone. Alibaba, Tencent Holdings Ltd. and ByteDance Ltd. all entered the arena, seeking to capitalize on Chinese parents’ desires to give their children every academic advantage. A spokesman from the education ministry said relevant polices are still being formulated and declined to provide more details.</p>\n<p>Beijing is taking issue with for-profit companies for stressing out kids while enriching investors and startup founders. In May, President Xi Jinping chaired a meeting with top officials where they approved a new set of rules to ease the burden of homework and after-school training for primary and secondary school students.</p>\n<p>Last month, China’s education ministry created a dedicated division to oversee all private education platforms for the first time. That followed a plethora of restrictions, including caps on fees firms can charge and time limits on after-school programs. Regulators have fined two of the biggest startups for false advertising: Alibaba-backed Zuoyebang and Tencent-investee Yuanfudao. A new law on minor protection, which went into effect June 1, also bans kindergarten and private institutions from teaching the primary-school curriculum to pre-schoolers -- not uncommon previously.</p>\n<p>Several high-profile startups in the sector -- including Yuanfudao, which at $15.5 billion is the most valuable of the lot -- are likely to have to put initial public offering plans on hold because of the crackdown.</p>\n<p>Shares of China’s largest private education companies are among the world’s worst performers in recent months, with New Oriental Education, TAL Education and Gaotu Techedu together shedding nearly $100 billion of value from their highs reached earlier this year.</p>\n<p>Gaotu, New Oriental, Zuoyebang, Yuanfudao and TAL didn’t immediately respond to requests for comment.</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>Chinese education stocks are trading sharply lower Fridaya after Bloomberg report suggested...</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChinese education stocks are trading sharply lower Fridaya after Bloomberg report suggested...\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-23 21:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(July 23)&nbsp;Chinese education stocks plunged in morning trading.&nbsp;Bloomberg&nbsp;report&nbsp;that,&nbsp;China considers turning tutoring companies into Non-Profits.</p>\n<p><img src=\"https://static.tigerbbs.com/e2b057d861059cc83420bcf9edf2a465\" tg-width=\"370\" tg-height=\"246\" referrerpolicy=\"no-referrer\"></p>\n<p>China is considering asking companies that offer tutoring on the school curriculum to go non-profit, according to people familiar with the matter, as part of a sweeping set of constraints that could decimate the country’s $100 billion education tech industry.</p>\n<p>In rules currently being mulled, the platforms will likely no longer be allowed to raise capital or go public, the people said, asking to not be identified because the information is not public. Listed firms will also probably no longer be allowed to invest in or acquire education firms teaching school subjects while foreign capital will also be barred from the sector, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the people said.</p>\n<p>Local regulators will stop approving new after-school education firms seeking to offer tutoring on China’s compulsory syllabus and require extra scrutiny of existing online platforms, the people said. Vacation and weekend tutoring on school subjects will also be banned, they said. Changes may still occur as the rules haven’t been published. The 21st Century Business Herald earlier reported the bans on IPOs and investments by listed firms.</p>\n<p>The new set of regulations, devised and overseen by a dedicated branch set up just last month to regulate the industry, could wipe out the enormous growth that made stock market darlings of TAL Education Group and Gaotu Techedu Inc. The regulatory assault mirrors a broader campaign against the growing heft of Chinese internet companies from Didi Global Inc. to Alibaba Group Holding Ltd.</p>\n<p>“Making the sector non-profit is just as good as eradicating the industry all together,” said Wu Yuefeng, a fund manager at Funding Capital Management (Beijing) Co. “The regulations on financing are a major surprise and shows that to the authorities, this is a matter of no small importance. In the short term for the sector, any news will be bad news.”</p>\n<p>New Oriental Education &amp; Technology Group sank as much as 50% in Hong Kong Friday, while Koolearn Technology Holding Ltd. tumbled 31%.</p>\n<p>Beijing is coming down hard on the sector as excessive tutoring anguishes young pupils and burdens parents with expensive tutoring fees. It’s also regarded as an impediment to one of the country’s top priorities, boosting a declining birth rate. Last month, China said it will allow a couple to have three children and released a slew of support measures to encourage births and lower child expenses.</p>\n<p>Making the whole sector go non-profit “would make being a listed entity meaningless,” said Justin Tang, head of Asian research at United First Partners. “Investors are selling out first and asking questions later. It’s all being done to reduce cost of education and motivate citizens to raise kids.”</p>\n<p>Education technology had emerged as one of the hottest investment plays in China in recent years, with $10 billion of venture capital money pouring into the sector last year alone. Alibaba, Tencent Holdings Ltd. and ByteDance Ltd. all entered the arena, seeking to capitalize on Chinese parents’ desires to give their children every academic advantage. A spokesman from the education ministry said relevant polices are still being formulated and declined to provide more details.</p>\n<p>Beijing is taking issue with for-profit companies for stressing out kids while enriching investors and startup founders. In May, President Xi Jinping chaired a meeting with top officials where they approved a new set of rules to ease the burden of homework and after-school training for primary and secondary school students.</p>\n<p>Last month, China’s education ministry created a dedicated division to oversee all private education platforms for the first time. That followed a plethora of restrictions, including caps on fees firms can charge and time limits on after-school programs. Regulators have fined two of the biggest startups for false advertising: Alibaba-backed Zuoyebang and Tencent-investee Yuanfudao. A new law on minor protection, which went into effect June 1, also bans kindergarten and private institutions from teaching the primary-school curriculum to pre-schoolers -- not uncommon previously.</p>\n<p>Several high-profile startups in the sector -- including Yuanfudao, which at $15.5 billion is the most valuable of the lot -- are likely to have to put initial public offering plans on hold because of the crackdown.</p>\n<p>Shares of China’s largest private education companies are among the world’s worst performers in recent months, with New Oriental Education, TAL Education and Gaotu Techedu together shedding nearly $100 billion of value from their highs reached earlier this year.</p>\n<p>Gaotu, New Oriental, Zuoyebang, Yuanfudao and TAL didn’t immediately respond to requests for comment.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TAL":"好未来","GOTU":"高途","EDU":"新东方"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112567098","content_text":"(July 23) Chinese education stocks plunged in morning trading. Bloomberg report that, China considers turning tutoring companies into Non-Profits.\n\nChina is considering asking companies that offer tutoring on the school curriculum to go non-profit, according to people familiar with the matter, as part of a sweeping set of constraints that could decimate the country’s $100 billion education tech industry.\nIn rules currently being mulled, the platforms will likely no longer be allowed to raise capital or go public, the people said, asking to not be identified because the information is not public. Listed firms will also probably no longer be allowed to invest in or acquire education firms teaching school subjects while foreign capital will also be barred from the sector, one of the people said.\nLocal regulators will stop approving new after-school education firms seeking to offer tutoring on China’s compulsory syllabus and require extra scrutiny of existing online platforms, the people said. Vacation and weekend tutoring on school subjects will also be banned, they said. Changes may still occur as the rules haven’t been published. The 21st Century Business Herald earlier reported the bans on IPOs and investments by listed firms.\nThe new set of regulations, devised and overseen by a dedicated branch set up just last month to regulate the industry, could wipe out the enormous growth that made stock market darlings of TAL Education Group and Gaotu Techedu Inc. The regulatory assault mirrors a broader campaign against the growing heft of Chinese internet companies from Didi Global Inc. to Alibaba Group Holding Ltd.\n“Making the sector non-profit is just as good as eradicating the industry all together,” said Wu Yuefeng, a fund manager at Funding Capital Management (Beijing) Co. “The regulations on financing are a major surprise and shows that to the authorities, this is a matter of no small importance. In the short term for the sector, any news will be bad news.”\nNew Oriental Education & Technology Group sank as much as 50% in Hong Kong Friday, while Koolearn Technology Holding Ltd. tumbled 31%.\nBeijing is coming down hard on the sector as excessive tutoring anguishes young pupils and burdens parents with expensive tutoring fees. It’s also regarded as an impediment to one of the country’s top priorities, boosting a declining birth rate. Last month, China said it will allow a couple to have three children and released a slew of support measures to encourage births and lower child expenses.\nMaking the whole sector go non-profit “would make being a listed entity meaningless,” said Justin Tang, head of Asian research at United First Partners. “Investors are selling out first and asking questions later. It’s all being done to reduce cost of education and motivate citizens to raise kids.”\nEducation technology had emerged as one of the hottest investment plays in China in recent years, with $10 billion of venture capital money pouring into the sector last year alone. Alibaba, Tencent Holdings Ltd. and ByteDance Ltd. all entered the arena, seeking to capitalize on Chinese parents’ desires to give their children every academic advantage. A spokesman from the education ministry said relevant polices are still being formulated and declined to provide more details.\nBeijing is taking issue with for-profit companies for stressing out kids while enriching investors and startup founders. In May, President Xi Jinping chaired a meeting with top officials where they approved a new set of rules to ease the burden of homework and after-school training for primary and secondary school students.\nLast month, China’s education ministry created a dedicated division to oversee all private education platforms for the first time. That followed a plethora of restrictions, including caps on fees firms can charge and time limits on after-school programs. Regulators have fined two of the biggest startups for false advertising: Alibaba-backed Zuoyebang and Tencent-investee Yuanfudao. A new law on minor protection, which went into effect June 1, also bans kindergarten and private institutions from teaching the primary-school curriculum to pre-schoolers -- not uncommon previously.\nSeveral high-profile startups in the sector -- including Yuanfudao, which at $15.5 billion is the most valuable of the lot -- are likely to have to put initial public offering plans on hold because of the crackdown.\nShares of China’s largest private education companies are among the world’s worst performers in recent months, with New Oriental Education, TAL Education and Gaotu Techedu together shedding nearly $100 billion of value from their highs reached earlier this year.\nGaotu, New Oriental, Zuoyebang, Yuanfudao and TAL didn’t immediately respond to requests for comment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144556243,"gmtCreate":1626307409982,"gmtModify":1703757449721,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"good time to pick up some stocks during this correction. may turn all green again tonight since the fed is dovish:)","listText":"good time to pick up some stocks during this correction. may turn all green again tonight since the fed is dovish:)","text":"good time to pick up some stocks during this correction. may turn all green again tonight since the fed is dovish:)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/144556243","repostId":"2151548988","repostType":4,"repost":{"id":"2151548988","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":1626292832,"share":"https://ttm.financial/m/news/2151548988?lang=&edition=fundamental","pubTime":"2021-07-15 04:00","market":"us","language":"en","title":"S&P 500 ends higher after Powell lulls market","url":"https://stock-news.laohu8.com/highlight/detail?id=2151548988","media":"Reuters","summary":"Powell says economy 'a ways off' from bond taper.BofA slips as low interest rates hurt lending business.July 14  - The S&P 500 ended with a gain after briefly hitting an intra-day record in a choppy session on Wednesday, as investors balanced worries about inflation with reassuring comments from Fed Chair Jerome Powell.Of the 11 S&P 500 sector indexes, utilities and consumer staples were among the strongest, while energy sank over 3%.U.S. monetary policy will offer \"powerful support\" to the econ","content":"<p>(For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window)</p>\n<ul>\n <li>Powell says economy 'a ways off' from bond taper.</li>\n <li>BofA slips as low interest rates hurt lending business.</li>\n <li>American Airlines up on positive forecast.</li>\n</ul>\n<p>July 14 (Reuters) - The S&amp;P 500 ended with a gain after briefly hitting an intra-day record in a choppy session on Wednesday, as investors balanced worries about inflation with reassuring comments from Fed Chair Jerome Powell.</p>\n<p>Of the 11 S&amp;P 500 sector indexes, utilities and consumer staples were among the strongest, while energy sank over 3%.</p>\n<p>U.S. monetary policy will offer \"powerful support\" to the economy \"until the recovery is complete,\" Powell told a congressional hearing in remarks that portrayed a recent jump in inflation as temporary and focused on the need for continued job growth.</p>\n<p>Powell's comments followed data this week showing U.S. producer prices increased more than expected in June and U.S. consumer prices rose by the most in 13 years.</p>\n<p>Investors in recent weeks have focused on inflation, with many fearing a possible hawkish shift by the Federal Reserve, as well as a spike in coronavirus infections that could knock U.S. equities off record highs.</p>\n<p>With banks kicking off second-quarter earnings season this week, analysts expect 66% growth in earnings per share for S&amp;P 500 companies, according to IBES estimate data from Refinitiv.</p>\n<p>The S&amp;P 500 is up about 16% so far this year, leading many investors to worry that the stock market rally may run out of steam, and they are looking to earnings to potentially provide more fuel.</p>\n<p>\"Everyone knows earnings are going to be very strong. The question is how the market reacts to those earnings, and what are the outlooks given by management. That is more critical than anything,\" said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York.</p>\n<p>Apple Inc hit a record high after Bloomberg reported that the company wants suppliers to increase production of its upcoming iPhone by about 20%.</p>\n<p>Microsoft also hit a record high after saying it will offer its Windows operating system as a cloud-based service, aiming to make it easier to access business apps that need Windows from a broader range of devices.</p>\n<p>Microsoft and Apple supported the S&amp;P 500 more than any other stocks.</p>\n<p>$Bank of America Corp(BAC-N)$ dropped after the lender posted its quarterly results and detailed its sensitivity to low interest rates</p>\n<p>Wells Fargo rose after it swung to a profit in the second quarter, smashing Wall Street expectations. Citigroup</p>\n<p>fell after comfortably beat market estimates for second-quarter profits.</p>\n<p>Those reports followed strong results on Tuesday from JPMorgan Chase &amp; Co and Goldman Sachs Group Inc .</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 0.12% to end at 34,930.34 points, while the S&amp;P 500 gained 0.10% to 4,373.55.</p>\n<p>The Nasdaq Composite dropped 0.26% to 14,639.60.</p>\n<p>American Airlines rallied after it forecast positive cash flow.</p>\n<p>Lululemon Athletica jumped after Goldman Sachs called the yoga pants seller a \"top idea\" as apparel makers benefit from the economic reopening.</p>\n<p>(Reporting by Noel Randewich; Additional reporting by Devik Jain and Shreyashi Sanyal in Bengaluru; Editing by Maju Samuel and Cynthia Osterman)</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>S&P 500 ends higher after Powell lulls market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 ends higher after Powell lulls market\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\">2021-07-15 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window)</p>\n<ul>\n <li>Powell says economy 'a ways off' from bond taper.</li>\n <li>BofA slips as low interest rates hurt lending business.</li>\n <li>American Airlines up on positive forecast.</li>\n</ul>\n<p>July 14 (Reuters) - The S&amp;P 500 ended with a gain after briefly hitting an intra-day record in a choppy session on Wednesday, as investors balanced worries about inflation with reassuring comments from Fed Chair Jerome Powell.</p>\n<p>Of the 11 S&amp;P 500 sector indexes, utilities and consumer staples were among the strongest, while energy sank over 3%.</p>\n<p>U.S. monetary policy will offer \"powerful support\" to the economy \"until the recovery is complete,\" Powell told a congressional hearing in remarks that portrayed a recent jump in inflation as temporary and focused on the need for continued job growth.</p>\n<p>Powell's comments followed data this week showing U.S. producer prices increased more than expected in June and U.S. consumer prices rose by the most in 13 years.</p>\n<p>Investors in recent weeks have focused on inflation, with many fearing a possible hawkish shift by the Federal Reserve, as well as a spike in coronavirus infections that could knock U.S. equities off record highs.</p>\n<p>With banks kicking off second-quarter earnings season this week, analysts expect 66% growth in earnings per share for S&amp;P 500 companies, according to IBES estimate data from Refinitiv.</p>\n<p>The S&amp;P 500 is up about 16% so far this year, leading many investors to worry that the stock market rally may run out of steam, and they are looking to earnings to potentially provide more fuel.</p>\n<p>\"Everyone knows earnings are going to be very strong. The question is how the market reacts to those earnings, and what are the outlooks given by management. That is more critical than anything,\" said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York.</p>\n<p>Apple Inc hit a record high after Bloomberg reported that the company wants suppliers to increase production of its upcoming iPhone by about 20%.</p>\n<p>Microsoft also hit a record high after saying it will offer its Windows operating system as a cloud-based service, aiming to make it easier to access business apps that need Windows from a broader range of devices.</p>\n<p>Microsoft and Apple supported the S&amp;P 500 more than any other stocks.</p>\n<p>$Bank of America Corp(BAC-N)$ dropped after the lender posted its quarterly results and detailed its sensitivity to low interest rates</p>\n<p>Wells Fargo rose after it swung to a profit in the second quarter, smashing Wall Street expectations. Citigroup</p>\n<p>fell after comfortably beat market estimates for second-quarter profits.</p>\n<p>Those reports followed strong results on Tuesday from JPMorgan Chase &amp; Co and Goldman Sachs Group Inc .</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 0.12% to end at 34,930.34 points, while the S&amp;P 500 gained 0.10% to 4,373.55.</p>\n<p>The Nasdaq Composite dropped 0.26% to 14,639.60.</p>\n<p>American Airlines rallied after it forecast positive cash flow.</p>\n<p>Lululemon Athletica jumped after Goldman Sachs called the yoga pants seller a \"top idea\" as apparel makers benefit from the economic reopening.</p>\n<p>(Reporting by Noel Randewich; Additional reporting by Devik Jain and Shreyashi Sanyal in Bengaluru; Editing by Maju Samuel and Cynthia Osterman)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","OEX":"标普100","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","SDS":"两倍做空标普500ETF",".SPX":"S&P 500 Index","IVV":"标普500指数ETF","POWL":"Powell Industries",".DJI":"道琼斯","SSO":"两倍做多标普500ETF","SH":"标普500反向ETF",".IXIC":"NASDAQ Composite","UPRO":"三倍做多标普500ETF","SPY":"标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151548988","content_text":"(For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window)\n\nPowell says economy 'a ways off' from bond taper.\nBofA slips as low interest rates hurt lending business.\nAmerican Airlines up on positive forecast.\n\nJuly 14 (Reuters) - The S&P 500 ended with a gain after briefly hitting an intra-day record in a choppy session on Wednesday, as investors balanced worries about inflation with reassuring comments from Fed Chair Jerome Powell.\nOf the 11 S&P 500 sector indexes, utilities and consumer staples were among the strongest, while energy sank over 3%.\nU.S. monetary policy will offer \"powerful support\" to the economy \"until the recovery is complete,\" Powell told a congressional hearing in remarks that portrayed a recent jump in inflation as temporary and focused on the need for continued job growth.\nPowell's comments followed data this week showing U.S. producer prices increased more than expected in June and U.S. consumer prices rose by the most in 13 years.\nInvestors in recent weeks have focused on inflation, with many fearing a possible hawkish shift by the Federal Reserve, as well as a spike in coronavirus infections that could knock U.S. equities off record highs.\nWith banks kicking off second-quarter earnings season this week, analysts expect 66% growth in earnings per share for S&P 500 companies, according to IBES estimate data from Refinitiv.\nThe S&P 500 is up about 16% so far this year, leading many investors to worry that the stock market rally may run out of steam, and they are looking to earnings to potentially provide more fuel.\n\"Everyone knows earnings are going to be very strong. The question is how the market reacts to those earnings, and what are the outlooks given by management. That is more critical than anything,\" said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York.\nApple Inc hit a record high after Bloomberg reported that the company wants suppliers to increase production of its upcoming iPhone by about 20%.\nMicrosoft also hit a record high after saying it will offer its Windows operating system as a cloud-based service, aiming to make it easier to access business apps that need Windows from a broader range of devices.\nMicrosoft and Apple supported the S&P 500 more than any other stocks.\n$Bank of America Corp(BAC-N)$ dropped after the lender posted its quarterly results and detailed its sensitivity to low interest rates\nWells Fargo rose after it swung to a profit in the second quarter, smashing Wall Street expectations. Citigroup\nfell after comfortably beat market estimates for second-quarter profits.\nThose reports followed strong results on Tuesday from JPMorgan Chase & Co and Goldman Sachs Group Inc .\nUnofficially, the Dow Jones Industrial Average rose 0.12% to end at 34,930.34 points, while the S&P 500 gained 0.10% to 4,373.55.\nThe Nasdaq Composite dropped 0.26% to 14,639.60.\nAmerican Airlines rallied after it forecast positive cash flow.\nLululemon Athletica jumped after Goldman Sachs called the yoga pants seller a \"top idea\" as apparel makers benefit from the economic reopening.\n(Reporting by Noel Randewich; Additional reporting by Devik Jain and Shreyashi Sanyal in Bengaluru; Editing by Maju Samuel and Cynthia Osterman)","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581978054709801","authorId":"3581978054709801","name":"Nickystonks","avatar":"https://static.tigerbbs.com/9ea10f153b0e264f05c7d19fcc08cdee","crmLevel":3,"crmLevelSwitch":0,"idStr":"3581978054709801","authorIdStr":"3581978054709801"},"content":"ah. might have to buy tonight. was hoping for a bigger dip","text":"ah. might have to buy tonight. was hoping for a bigger dip","html":"ah. might have to buy tonight. was hoping for a bigger dip"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009211799,"gmtCreate":1640686505442,"gmtModify":1676533534102,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"why drop??&nbsp;","listText":"why drop??&nbsp;","text":"why drop??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009211799","repostId":"1128604736","repostType":4,"repost":{"id":"1128604736","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1640683019,"share":"https://ttm.financial/m/news/1128604736?lang=&edition=fundamental","pubTime":"2021-12-28 17:16","market":"us","language":"en","title":"Some blockchain stocks dipped in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1128604736","media":"Tiger Newspress","summary":"Some blockchain stocks dipped in premarket trading.Marathon Digital,Riot Blockchain,Coinbase and Can","content":"<p>Some blockchain stocks dipped in premarket trading.Marathon&nbsp;Digital,Riot&nbsp;Blockchain,Coinbase&nbsp;and&nbsp;Canaan&nbsp;fell&nbsp;between 1% and 5%.</p>\n<p><img src=\"https://static.tigerbbs.com/77602d77deb670d4e53883b958b64be7\" tg-width=\"412\" tg-height=\"243\" referrerpolicy=\"no-referrer\"></p>\n<p></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>Some blockchain stocks dipped in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSome blockchain stocks dipped in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-28 17:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Some blockchain stocks dipped in premarket trading.Marathon&nbsp;Digital,Riot&nbsp;Blockchain,Coinbase&nbsp;and&nbsp;Canaan&nbsp;fell&nbsp;between 1% and 5%.</p>\n<p><img src=\"https://static.tigerbbs.com/77602d77deb670d4e53883b958b64be7\" tg-width=\"412\" tg-height=\"243\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MARA":"MARA Holdings","CAN":"嘉楠科技","COIN":"Coinbase Global, Inc.","RIOT":"Riot Platforms"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128604736","content_text":"Some blockchain stocks dipped in premarket trading.Marathon Digital,Riot Blockchain,Coinbase and Canaan fell between 1% and 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566205103165331","authorId":"3566205103165331","name":"MaeTan","avatar":"https://static.tigerbbs.com/9b4c7db40f5ec74ea810182d08212cf4","crmLevel":2,"crmLevelSwitch":0,"idStr":"3566205103165331","authorIdStr":"3566205103165331"},"content":"Think because crypto price dropped","text":"Think because crypto price dropped","html":"Think because crypto price dropped"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177907393,"gmtCreate":1627173912012,"gmtModify":1703484966882,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"will it hv same fate as the education sector is the question.&nbsp;","listText":"will it hv same fate as the education sector is the question.&nbsp;","text":"will it hv same fate as the education sector is the question.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/177907393","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://ttm.financial/m/news/1112927800?lang=&edition=fundamental","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p>\n<ul>\n <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>\n <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>\n <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p>\n<p><b>NIO And TSLA Stock Prices</b></p>\n<p>Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p>\n<p><b>Is NIO Similar To Tesla?</b></p>\n<p>The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p>\n<p><b>Business Model</b></p>\n<p>Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p>\n<p>Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p>\n<p><b>Size, growth, and valuation</b></p>\n<p>The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p>\n<p>Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p>\n<p>The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p>\n<p>Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p>\n<p><b>Can NIO Be Worth As Much As Tesla?</b></p>\n<p>The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p>\n<p>When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p>\n<p>It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p>\n<p><b>Is NIO A Good Stock To Buy Or Sell Now?</b></p>\n<p>When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p>\n<p>One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</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>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks</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\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">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","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091270064,"gmtCreate":1643886739948,"gmtModify":1676533867864,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"$msft hands down","listText":"$msft hands down","text":"$msft hands down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091270064","repostId":"2208851365","repostType":2,"repost":{"id":"2208851365","kind":"highlight","pubTimestamp":1643875554,"share":"https://ttm.financial/m/news/2208851365?lang=&edition=fundamental","pubTime":"2022-02-03 16:05","market":"us","language":"en","title":"Better Buy: Microsoft vs. Sony","url":"https://stock-news.laohu8.com/highlight/detail?id=2208851365","media":"Motley Fool","summary":"Which tech juggernaut will be a stronger investment this year?","content":"<html><head></head><body><p><b>Microsoft</b> (NASDAQ:MSFT) and <b>Sony</b> (NYSE:SONY) operate very different business models, but they have overlapping interests in the video game market. That&#39;s why Microsoft&#39;s recent decision to buy <b>Activision Blizzard</b> (NASDAQ:ATVI) for $68.7 billion caused Sony&#39;s stock price to retreat from its highest levels in over two decades.</p><p>However, I believe Microsoft and Sony are still both safe long-term investments as rising interest rates crush more speculative growth stocks. So should you consider buying one stock over the other right now?</p><h2>The differences between Microsoft and Sony</h2><p>Microsoft splits its business into three core divisions that each generate about a third of its revenue. Its Productivity and Business Processes division hosts Office, Dynamics, LinkedIn, and other enterprise software.</p><p>Its Intelligent Cloud segment handles its server products, services, and Azure cloud computing platform. Its More Personal Computing segment houses its Windows, Xbox, search, and advertising businesses.</p><p>Microsoft&#39;s total cloud revenue, which includes all of its cloud-oriented services across all three segments, accounted for 43% of its top line in its latest quarter. Its fastest-growing cloud businesses are Azure, which ranks second in the cloud platform market after <b>Amazon</b> Web Services (AWS), and Dynamics, which competes against <b><a href=\"https://laohu8.com/S/CRM\">Salesforce</a></b> and other players in the customer relationship management (CRM) market.</p><p>Sony operates six main business segments: Game &amp; Network Services (G&amp;NS, 27% of its revenue in its latest quarter), Electronics Products &amp; Solutions (EP&amp;S, 23%), Sony Financial (16%), Imaging &amp; Sensing Solutions (I&amp;SS, 11%), Sony Music (10%), and Sony Pictures (15%).</p><p>The G&amp;NS unit houses its PlayStation console, games, and services. The EP&amp;S unit sells TVs, audio devices, smartphones, cameras, and other consumer electronics. Sony Financial generates most of its revenue from life insurance policies and investments, while the I&amp;SS unit primarily produces image sensors for smartphones and digital cameras.</p><p>Sony Music houses its recorded and streaming music businesses, as well as its anime and mobile gaming divisions. Sony Pictures produces movies as well as TV shows, which are licensed to other media companies.</p><h2>Which company is growing faster?</h2><p>Microsoft&#39;s expansion of its cloud services, especially Azure, Dynamics, and Office 365, offset its slower sales of on-premise software in recent years. Between fiscal 2016 and fiscal 2021 (which ended last June), Microsoft&#39;s revenue grew at a compound annual growth rate (CAGR) of 14.5%, while its earnings per share (EPS) increased at a CAGR of 30.8%.</p><p>That robust growth enabled Microsoft to generate plenty of cash to expand its ecosystem with dozens of acquisitions -- including LinkedIn in 2016, GitHub in 2018, ZeniMax in 2021, and Activision Blizzard this year.</p><p>The stickiness of Microsoft&#39;s ecosystem -- which spans across PCs, consoles, mobile apps, servers, and cloud services -- enables it to continuously lock in both enterprise customers and mainstream consumers. Analysts expect Microsoft&#39;s revenue and earnings to rise 18% and 16%, respectively, this year, as those growth engines continue to fire on all cylinders.</p><p>Sony&#39;s growth was a lot less impressive. Between fiscal 2015 and fiscal 2020 (which ended in March 2021), its revenue grew at a CAGR of just 1.8%. It posted a net loss in 2015, but it returned to profitability the following year, and its EPS increased at a CAGR of 68% between 2016 and 2020.</p><p>Sony&#39;s gaming, financial, and music businesses stayed strong throughout the pandemic in 2020. But its pictures, chipmaking, and consumer electronics divisions all struggled with pandemic-related headwinds and disruptions.</p><p>That balance shifted in the first nine months of fiscal 2021. Its pictures and consumer electronics segments recovered, but its gaming business slowed down against tough comps, the financial segment sold fewer life insurance policies, and its image sensor shipments remained sluggish.</p><p>The concerns regarding Microsoft&#39;s purchase of Activision are likely overblown since Microsoft doesn&#39;t plan to lock in any of its top franchises as platform exclusives anytime soon. Sony also plans to acquire more publishers, starting with Bungie for $3.6 billion, to strengthen its own stable of gaming franchises.</p><p>Sony faces more significant supply chain headwinds than Microsoft, but analysts still expect its revenue to grow 11% this year. Analysts expect Sony&#39;s earnings per share to decline 33% on tax-related charges, but the company still expects its operating profit to rise 26% for the full year.</p><h2>The valuations and verdict</h2><p>Microsoft has better growth metrics than Sony, but its high forward price-to-earnings ratio of 33 reflects those strengths. By comparison, <b>Alphabet </b>and <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></b> trade at 23 times and 20 times forward earnings, respectively.</p><p>Sony trades at just 17 times forward earnings. That discount likely reflects the market&#39;s trepidation regarding Microsoft&#39;s Activision deal, the supply chain headwinds for its chip business, and its slower life insurance sales.</p><p>Microsoft&#39;s stock is more expensive, but I think it&#39;s better to pay a premium for a high-quality business than to settle with a decent one in this wobbly market. Both stocks are still worth buying today, but I believe Microsoft will still outperform Sony -- as it did over the past five years -- once again in 2022.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Buy: Microsoft vs. Sony</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\">\nBetter Buy: Microsoft vs. Sony\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-03 16:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/02/better-buy-microsoft-vs-sony/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (NASDAQ:MSFT) and Sony (NYSE:SONY) operate very different business models, but they have overlapping interests in the video game market. That's why Microsoft's recent decision to buy ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/02/better-buy-microsoft-vs-sony/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4567":"ESG概念","BK4527":"明星科技股","BK4097":"系统软件","BK4538":"云计算","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓","BK4528":"SaaS概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4516":"特朗普概念","BK4504":"桥水持仓","BK4554":"元宇宙及AR概念","BK4525":"远程办公概念","BK4566":"资本集团","BK4532":"文艺复兴科技持仓","MSFT":"微软","BK4503":"景林资产持仓","BK4548":"巴美列捷福持仓","BK4535":"淡马锡持仓"},"source_url":"https://www.fool.com/investing/2022/02/02/better-buy-microsoft-vs-sony/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208851365","content_text":"Microsoft (NASDAQ:MSFT) and Sony (NYSE:SONY) operate very different business models, but they have overlapping interests in the video game market. That's why Microsoft's recent decision to buy Activision Blizzard (NASDAQ:ATVI) for $68.7 billion caused Sony's stock price to retreat from its highest levels in over two decades.However, I believe Microsoft and Sony are still both safe long-term investments as rising interest rates crush more speculative growth stocks. So should you consider buying one stock over the other right now?The differences between Microsoft and SonyMicrosoft splits its business into three core divisions that each generate about a third of its revenue. Its Productivity and Business Processes division hosts Office, Dynamics, LinkedIn, and other enterprise software.Its Intelligent Cloud segment handles its server products, services, and Azure cloud computing platform. Its More Personal Computing segment houses its Windows, Xbox, search, and advertising businesses.Microsoft's total cloud revenue, which includes all of its cloud-oriented services across all three segments, accounted for 43% of its top line in its latest quarter. Its fastest-growing cloud businesses are Azure, which ranks second in the cloud platform market after Amazon Web Services (AWS), and Dynamics, which competes against Salesforce and other players in the customer relationship management (CRM) market.Sony operates six main business segments: Game & Network Services (G&NS, 27% of its revenue in its latest quarter), Electronics Products & Solutions (EP&S, 23%), Sony Financial (16%), Imaging & Sensing Solutions (I&SS, 11%), Sony Music (10%), and Sony Pictures (15%).The G&NS unit houses its PlayStation console, games, and services. The EP&S unit sells TVs, audio devices, smartphones, cameras, and other consumer electronics. Sony Financial generates most of its revenue from life insurance policies and investments, while the I&SS unit primarily produces image sensors for smartphones and digital cameras.Sony Music houses its recorded and streaming music businesses, as well as its anime and mobile gaming divisions. Sony Pictures produces movies as well as TV shows, which are licensed to other media companies.Which company is growing faster?Microsoft's expansion of its cloud services, especially Azure, Dynamics, and Office 365, offset its slower sales of on-premise software in recent years. Between fiscal 2016 and fiscal 2021 (which ended last June), Microsoft's revenue grew at a compound annual growth rate (CAGR) of 14.5%, while its earnings per share (EPS) increased at a CAGR of 30.8%.That robust growth enabled Microsoft to generate plenty of cash to expand its ecosystem with dozens of acquisitions -- including LinkedIn in 2016, GitHub in 2018, ZeniMax in 2021, and Activision Blizzard this year.The stickiness of Microsoft's ecosystem -- which spans across PCs, consoles, mobile apps, servers, and cloud services -- enables it to continuously lock in both enterprise customers and mainstream consumers. Analysts expect Microsoft's revenue and earnings to rise 18% and 16%, respectively, this year, as those growth engines continue to fire on all cylinders.Sony's growth was a lot less impressive. Between fiscal 2015 and fiscal 2020 (which ended in March 2021), its revenue grew at a CAGR of just 1.8%. It posted a net loss in 2015, but it returned to profitability the following year, and its EPS increased at a CAGR of 68% between 2016 and 2020.Sony's gaming, financial, and music businesses stayed strong throughout the pandemic in 2020. But its pictures, chipmaking, and consumer electronics divisions all struggled with pandemic-related headwinds and disruptions.That balance shifted in the first nine months of fiscal 2021. Its pictures and consumer electronics segments recovered, but its gaming business slowed down against tough comps, the financial segment sold fewer life insurance policies, and its image sensor shipments remained sluggish.The concerns regarding Microsoft's purchase of Activision are likely overblown since Microsoft doesn't plan to lock in any of its top franchises as platform exclusives anytime soon. Sony also plans to acquire more publishers, starting with Bungie for $3.6 billion, to strengthen its own stable of gaming franchises.Sony faces more significant supply chain headwinds than Microsoft, but analysts still expect its revenue to grow 11% this year. Analysts expect Sony's earnings per share to decline 33% on tax-related charges, but the company still expects its operating profit to rise 26% for the full year.The valuations and verdictMicrosoft has better growth metrics than Sony, but its high forward price-to-earnings ratio of 33 reflects those strengths. By comparison, Alphabet and Meta Platforms trade at 23 times and 20 times forward earnings, respectively.Sony trades at just 17 times forward earnings. That discount likely reflects the market's trepidation regarding Microsoft's Activision deal, the supply chain headwinds for its chip business, and its slower life insurance sales.Microsoft's stock is more expensive, but I think it's better to pay a premium for a high-quality business than to settle with a decent one in this wobbly market. Both stocks are still worth buying today, but I believe Microsoft will still outperform Sony -- as it did over the past five years -- once again in 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881629240,"gmtCreate":1631332898580,"gmtModify":1676530531244,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"the dip u r waiting for:)&nbsp;","listText":"the dip u r waiting for:)&nbsp;","text":"the dip u r waiting for:)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/881629240","repostId":"1147045390","repostType":4,"repost":{"id":"1147045390","kind":"news","pubTimestamp":1631321547,"share":"https://ttm.financial/m/news/1147045390?lang=&edition=fundamental","pubTime":"2021-09-11 08:52","market":"us","language":"en","title":"Why Apple’s Risk Is Limited","url":"https://stock-news.laohu8.com/highlight/detail?id=1147045390","media":"Barrons","summary":"Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded through the Apple app store.In a case filed by Fortnite publisher Epic Games, U.S. District Judge Yvonne Gonzalez Rogers issued a permanent injunction that requires Apple  to allow developers the option to include links to alternative payment methods in their apps. Apple’s own payment system takes a 30%","content":"<p>Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded through the Apple app store.</p>\n<p>In a case filed by Fortnite publisher Epic Games, U.S. District Judge Yvonne Gonzalez Rogers issued a permanent injunction that requires Apple (ticker: AAPL) to allow developers the option to include links to alternative payment methods in their apps. Apple’s own payment system takes a 30% cut from large developers.</p>\n<p>Data from the app tracker SensorTower shows that in calendar 2020, Apple had overall revenue from the App Store of $72.3 billion, generating an estimated $21.7 billion in fees, or about 7% of Apple’s overall revenues. That includes $21 billion in spending in the U.S., generating about $6.3 billion in fees, or about 2% of annualized revenues.</p>\n<p>SensorTower estimates that mobile-game spending in the App Store in calendar 2020 was $47.6 billion, generating $14.3 billion in fees, or a little under 5% of Apple’s total revenues.</p>\n<p>Gene Munster, managing director of the venture firm Loup Capital and a former sell-side analyst with a long history of tracking Apple, estimated that the App Store accounts for about 14% of the company’s profits. But he sees limited risk from Friday’s ruling.</p>\n<p>Munster thinks most app developers will stay inside of the Apple system. He sees “at most” a 2% headwind to overall revenue, and a potential 4% hit to profits.</p>\n<p>“After the first year of these changes, app store growth rates will return to normal,” he said. “Bottom line, it’s at most a one-year headwind and does not change the big picture of where Apple is going over the next 5 years.”</p>\n<p>Evercore ISI analyst Amit Daryanani said in a research note that the ruling is a setback for Apple, but that the eventual impact is likely to be manageable, given Apple has alternative ways to generate revenue from the store, including its growing in-store ad business. And he noted that Apple actually got a win on a bigger issue in the case: The judge rejected Epic’s assertion that the App Store is an illegal monopoly. Daryanani estimated the risk to Apple’s per-share earnings at 2% to 4%.</p>\n<p>Wedbush analyst Dan Ives told&nbsp;<i>Barron’s</i>&nbsp;he thinks the worst-case scenario is a 3% to 4% hit to revenues, describing the risk as a “rounding error.” While Ives said the Street had expected an across-the-board win for Apple, the mixed decision removes an overhang on the stock and that investors are likely relieved to put the issue to rest.</p>\n<p>The ruling is more a positive for companies like&nbsp;Spotify Technology&nbsp;and&nbsp;Match Group&nbsp;than it is a negative for Apple, he said. Apple stock fell 3.3% to $148.97&nbsp;on&nbsp;Friday, while Spotify and March gained 0.7% and&nbsp;4.2%, respectively.</p>","source":"lsy1601382232898","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 Apple’s Risk Is Limited</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 Apple’s Risk Is Limited\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-11 08:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-app-store-epic-51631304007?mod=hp_LEAD_1_B_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded ...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-app-store-epic-51631304007?mod=hp_LEAD_1_B_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-app-store-epic-51631304007?mod=hp_LEAD_1_B_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147045390","content_text":"Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded through the Apple app store.\nIn a case filed by Fortnite publisher Epic Games, U.S. District Judge Yvonne Gonzalez Rogers issued a permanent injunction that requires Apple (ticker: AAPL) to allow developers the option to include links to alternative payment methods in their apps. Apple’s own payment system takes a 30% cut from large developers.\nData from the app tracker SensorTower shows that in calendar 2020, Apple had overall revenue from the App Store of $72.3 billion, generating an estimated $21.7 billion in fees, or about 7% of Apple’s overall revenues. That includes $21 billion in spending in the U.S., generating about $6.3 billion in fees, or about 2% of annualized revenues.\nSensorTower estimates that mobile-game spending in the App Store in calendar 2020 was $47.6 billion, generating $14.3 billion in fees, or a little under 5% of Apple’s total revenues.\nGene Munster, managing director of the venture firm Loup Capital and a former sell-side analyst with a long history of tracking Apple, estimated that the App Store accounts for about 14% of the company’s profits. But he sees limited risk from Friday’s ruling.\nMunster thinks most app developers will stay inside of the Apple system. He sees “at most” a 2% headwind to overall revenue, and a potential 4% hit to profits.\n“After the first year of these changes, app store growth rates will return to normal,” he said. “Bottom line, it’s at most a one-year headwind and does not change the big picture of where Apple is going over the next 5 years.”\nEvercore ISI analyst Amit Daryanani said in a research note that the ruling is a setback for Apple, but that the eventual impact is likely to be manageable, given Apple has alternative ways to generate revenue from the store, including its growing in-store ad business. And he noted that Apple actually got a win on a bigger issue in the case: The judge rejected Epic’s assertion that the App Store is an illegal monopoly. Daryanani estimated the risk to Apple’s per-share earnings at 2% to 4%.\nWedbush analyst Dan Ives told Barron’s he thinks the worst-case scenario is a 3% to 4% hit to revenues, describing the risk as a “rounding error.” While Ives said the Street had expected an across-the-board win for Apple, the mixed decision removes an overhang on the stock and that investors are likely relieved to put the issue to rest.\nThe ruling is more a positive for companies like Spotify Technology and Match Group than it is a negative for Apple, he said. Apple stock fell 3.3% to $148.97 on Friday, while Spotify and March gained 0.7% and 4.2%, respectively.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896251013,"gmtCreate":1628587097232,"gmtModify":1703508618207,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"Just look at the chart. TSLA is already on a uptrend.&nbsp;","listText":"Just look at the chart. TSLA is already on a uptrend.&nbsp;","text":"Just look at the chart. TSLA is already on a uptrend.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/896251013","repostId":"1199439318","repostType":4,"repost":{"id":"1199439318","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628583651,"share":"https://ttm.financial/m/news/1199439318?lang=&edition=fundamental","pubTime":"2021-08-10 16:20","market":"us","language":"en","title":"Tesla shares fell 1% in premarket trading,as the company delivering 8,621 Chinese-made vehicles in China  in July, down 69% from the previous month.","url":"https://stock-news.laohu8.com/highlight/detail?id=1199439318","media":"Tiger Newspress","summary":"Tesla&nbsp;shares&nbsp;fell&nbsp;1%&nbsp;in&nbsp;premarket&nbsp;trading,as&nbsp;the&nbsp;company&nbsp;delivering&nbsp;8,621&nbsp;Chinese-made&nbsp;vehicles&nbsp;in&nbsp;China&nbsp; in July, down 69% from the previous month.","content":"<p>Tesla&nbsp;shares&nbsp;fell&nbsp;1%&nbsp;in&nbsp;premarket&nbsp;trading,as&nbsp;the&nbsp;company&nbsp;delivering&nbsp;8,621&nbsp;Chinese-made&nbsp;vehicles&nbsp;in&nbsp;China&nbsp; in July, down 69% from the previous month.</p>\n<p><img src=\"https://static.tigerbbs.com/6658f9412245f1a24a5923cb11933e10\" tg-width=\"859\" tg-height=\"613\" referrerpolicy=\"no-referrer\"></p>\n<p></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>Tesla shares fell 1% in premarket trading,as the company delivering 8,621 Chinese-made vehicles in China  in July, down 69% from the previous month.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla shares fell 1% in premarket trading,as the company delivering 8,621 Chinese-made vehicles in China  in July, down 69% from the previous month.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-10 16:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tesla&nbsp;shares&nbsp;fell&nbsp;1%&nbsp;in&nbsp;premarket&nbsp;trading,as&nbsp;the&nbsp;company&nbsp;delivering&nbsp;8,621&nbsp;Chinese-made&nbsp;vehicles&nbsp;in&nbsp;China&nbsp; in July, down 69% from the previous month.</p>\n<p><img src=\"https://static.tigerbbs.com/6658f9412245f1a24a5923cb11933e10\" tg-width=\"859\" tg-height=\"613\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199439318","content_text":"Tesla shares fell 1% in premarket trading,as the company delivering 8,621 Chinese-made vehicles in China  in July, down 69% from the previous month.","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156219836,"gmtCreate":1625224292325,"gmtModify":1703738721587,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"informative.","listText":"informative.","text":"informative.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/156219836","repostId":"1126312436","repostType":4,"repost":{"id":"1126312436","kind":"news","pubTimestamp":1625212145,"share":"https://ttm.financial/m/news/1126312436?lang=&edition=fundamental","pubTime":"2021-07-02 15:49","market":"us","language":"en","title":"The Stock Market Had a Great First Half. 3 Things That Could Cause it to Crash.","url":"https://stock-news.laohu8.com/highlight/detail?id=1126312436","media":"Barrons","summary":"Stocks have soared relentlessly this year. Several factors, however, have the potential to end the p","content":"<p>Stocks have soared relentlessly this year. Several factors, however, have the potential to end the party.</p>\n<p>The S&amp;P 500 has had its second-best first half of a year since 1998, and it hasn’t shown many signs of letting up. The index ended June up 14.4% year to date, hitting several records during the month and posting another record close on Thursday.</p>\n<p>Yet there are a couple key risks that could turn all of that around, according to Nick Colas, co-founder of DataTrek.</p>\n<p>First, there’s the possibility of an oil price shock, as the price of crude has shown little sign of cooling off. WTI crude oil is up 56% year to date and notched a&nbsp;new multi-year high&nbsp;Thursday—even amid growing&nbsp;expectations that OPEC will increase supply. If oil prices run hot enough, that could raise inflation to a level that—if sustained — could cause consumer demand to fall and that could surpass Federal Reserve expectations.</p>\n<p>“Suddenly higher oil prices” is atop the list of stock market concerns for Colas. “Rapidly rising oil prices will cause U.S. inflation to overshoot the Fed’s desired outcome and also stress the American consumer.”</p>\n<p>Both those things could dent the stock market, which has long benefited from the Fed’s accommodative monetary policy, especially if the Fed signals that interest-rate increases could come sooner than expected.</p>\n<p>That means the Fed will need to tread carefully when discussing rates to avoid spooking the market, Colas says.</p>\n<p>“Federal Reserve miscommunication about upcoming policy changes and/or raising interest rates too aggressively” is a second risk, Colas says. For instance, the S&amp;P 500&nbsp;dived 18% over roughly three months in late 2018 as the Fed raised rates, despite the market’s hope at that time for rates to stay put.</p>\n<p>Peaking earnings growth is the other threat to stocks, Colas says. Earnings growth for the average S&amp;P 500 company is expected slow down to 11% in 2022 from 36% in 2021, according to FactSet, as the economy normalizes and the postpandemic recovery eases. But on average, S&amp;P 500 stocks trade at 21.5 times expected earnings for the next 12 months, still above the index’s pre-pandemic multiple. At some point, stocks valuations will need to better reflect the expected decline in earnings growth, which would mean falling stock prices.</p>\n<p>“Valuations are high enough currently that peaking earnings could be a larger risk than before,” Colas writes.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Stock Market Had a Great First Half. 3 Things That Could Cause it to Crash.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Stock Market Had a Great First Half. 3 Things That Could Cause it to Crash.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 15:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stock-market-crash-risks-51625174065><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks have soared relentlessly this year. Several factors, however, have the potential to end the party.\nThe S&P 500 has had its second-best first half of a year since 1998, and it hasn’t shown many ...</p>\n\n<a href=\"https://www.barrons.com/articles/stock-market-crash-risks-51625174065\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/stock-market-crash-risks-51625174065","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126312436","content_text":"Stocks have soared relentlessly this year. Several factors, however, have the potential to end the party.\nThe S&P 500 has had its second-best first half of a year since 1998, and it hasn’t shown many signs of letting up. The index ended June up 14.4% year to date, hitting several records during the month and posting another record close on Thursday.\nYet there are a couple key risks that could turn all of that around, according to Nick Colas, co-founder of DataTrek.\nFirst, there’s the possibility of an oil price shock, as the price of crude has shown little sign of cooling off. WTI crude oil is up 56% year to date and notched a new multi-year high Thursday—even amid growing expectations that OPEC will increase supply. If oil prices run hot enough, that could raise inflation to a level that—if sustained — could cause consumer demand to fall and that could surpass Federal Reserve expectations.\n“Suddenly higher oil prices” is atop the list of stock market concerns for Colas. “Rapidly rising oil prices will cause U.S. inflation to overshoot the Fed’s desired outcome and also stress the American consumer.”\nBoth those things could dent the stock market, which has long benefited from the Fed’s accommodative monetary policy, especially if the Fed signals that interest-rate increases could come sooner than expected.\nThat means the Fed will need to tread carefully when discussing rates to avoid spooking the market, Colas says.\n“Federal Reserve miscommunication about upcoming policy changes and/or raising interest rates too aggressively” is a second risk, Colas says. For instance, the S&P 500 dived 18% over roughly three months in late 2018 as the Fed raised rates, despite the market’s hope at that time for rates to stay put.\nPeaking earnings growth is the other threat to stocks, Colas says. Earnings growth for the average S&P 500 company is expected slow down to 11% in 2022 from 36% in 2021, according to FactSet, as the economy normalizes and the postpandemic recovery eases. But on average, S&P 500 stocks trade at 21.5 times expected earnings for the next 12 months, still above the index’s pre-pandemic multiple. At some point, stocks valuations will need to better reflect the expected decline in earnings growth, which would mean falling stock prices.\n“Valuations are high enough currently that peaking earnings could be a larger risk than before,” Colas writes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126801983,"gmtCreate":1624549646842,"gmtModify":1703840197744,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"great news! hold forever!","listText":"great news! hold forever!","text":"great news! hold forever!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126801983","repostId":"1161267930","repostType":4,"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":113046920,"gmtCreate":1622588591360,"gmtModify":1704186685255,"author":{"id":"3581744193958444","authorId":"3581744193958444","name":"ninjainvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744193958444","authorIdStr":"3581744193958444"},"themes":[],"htmlText":"so what is sec gonna do about him?&nbsp;","listText":"so what is sec gonna do about him?&nbsp;","text":"so what is sec gonna do about him?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/113046920","repostId":"2140649964","repostType":2,"repost":{"id":"2140649964","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":"T-Reuters","id":"1086160438","head_image":"https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5"},"pubTimestamp":1622583212,"share":"https://ttm.financial/m/news/2140649964?lang=&edition=fundamental","pubTime":"2021-06-02 05:33","market":"hk","language":"en","title":"Tesla Failed To Oversee Elon Musk's Tweets, SEC Argued In Letters - WSJ","url":"https://stock-news.laohu8.com/highlight/detail?id=2140649964","media":"T-Reuters","summary":"June 1 (Reuters) - :Tesla Failed To Oversee Elon Musk'S Tweets, Sec Argued In Letters - Wsj.","content":"<html><body><p>June 1 (Reuters) - :Tesla Failed To Oversee Elon Musk'S Tweets, Sec Argued In Letters - Wsj.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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