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2021-07-04

Alibaba what u all think about it

2022-04-18

$GEO ENERGY RESOURCES LIMITED(RE4.SI)$nice uptrend Going higher ??

2022-06-27

$PING AN(02318)$ready to take off ?

2022-05-22

$MAPLETREE COMMERCIAL TRUST(N2IU.SI)$what do u all think

2022-05-11

$BOUSTEAD SINGAPORE LIMITED(F9D.SI)$anyone like it ?

2021-08-02

Wah

Zoom reaches $85 mln settlement over user privacy, 'Zoombombing'

2021-07-29

Time to sell

PayPal stock slips as earnings beat expectations but outlook comes up short

2022-07-23

Healthcare??

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

2021-07-29

Good

ServiceNow beats earnings estimates on strength of subscriptions

2022-04-15

$FIRST RESOURCES LIMITED(EB5.SI)$strong trend

2021-07-15

Like

Sorry, the original content has been removed

2022-07-14

Argh

Fed Could Weigh Historic 100 Basis-Point Hike After Inflation Scorcher

2022-04-22

The good old gold

@Capital_Insights:Warren Buffetts TOP 8 TIPS for beating INFLATION

2021-08-21

Great ariticle, would you like to share it?

Buy the pullback in chip stocks — and focus on these 6 companies for the long haul

2021-08-19

Ok

Stocks End the Day in an Ugly Way After Fed Minutes Show Taper Talk Is Serious

2021-07-27

Great ariticle, would you like to share it?

Tesla sales surge 98%; company boosts margins on its less-costly electric cars

2022-11-02

Cool

Palantir: A Bargain Heading Into Q3 Earnings

2021-08-05

Oh man

These High-Growth Stocks Are Getting Hammered After Hours

2021-07-01

?

S&P 500 notches fifth straight record closing high, fifth straight quarterly gain

2021-06-11

Is Alibaba under value

Go to Tiger App to see more news

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On the other hand, taxes were raised on higher-value property, multinational firms, and luxury cars.Below&nbsp;are&nbsp;some&nbsp;Industry&nbsp;and&nbsp;SG&nbsp;stocks&nbsp;winners&nbsp;that&nbsp;may&nbsp;benefit&nbsp;from&nbsp;the&nbsp;new&nbsp;budget&nbsp;measurements.Welcome&nbsp;Tigers&nbsp;to&nbsp;reply&nbsp;to&nbsp;t","listText":"Welcome&nbsp;to&nbsp;READ&nbsp;the&nbsp;full&nbsp;PDF&nbsp;of&nbsp;<a href=\"https://www.mof.gov.sg/docs/librariesprovider3/budget2023/download/pdf/fy2023_budget_booklet_english.pdf\" target=\"_blank\">Singarpore&nbsp;2023&nbsp;Budget&nbsp;Booklet.</a>Singapore&nbsp;Finance Minister Lawrence Wong said the government will increase handouts(&nbsp;S$104 billion ($78.4 billion&nbsp;spending plan) to citizens to help offset a higher goods and services tax and rising living costs. On the other hand, taxes were raised on higher-value property, multinational firms, and luxury cars.Below&nbsp;are&nbsp;some&nbsp;Industry&nbsp;and&nbsp;SG&nbsp;stocks&nbsp;winners&nbsp;that&nbsp;may&nbsp;benefit&nbsp;from&nbsp;the&nbsp;new&nbsp;budget&nbsp;measurements.Welcome&nbsp;Tigers&nbsp;to&nbsp;reply&nbsp;to&nbsp;t","text":"Welcome to READ the full PDF of Singarpore 2023 Budget Booklet.Singapore Finance Minister Lawrence Wong said the government will increase handouts( S$104 billion ($78.4 billion spending plan) to citizens to help offset a higher goods and services tax and rising living costs. On the other hand, taxes were raised on higher-value property, multinational firms, and luxury cars.Below are some Industry and SG stocks winners that may benefit from the new budget measurements.Welcome Tigers to reply to t","images":[{"img":"https://community-static.tradeup.com/news/a67c954a87f90252a4fb3df5008911d7","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954517204","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954478453,"gmtCreate":1676596801473,"gmtModify":1676596805834,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"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/9954478453","repostId":"9954497374","repostType":1,"repost":{"id":9954497374,"gmtCreate":1676527994798,"gmtModify":1676644309109,"author":{"id":"3527667668165440","authorId":"3527667668165440","name":"Capital_Insights","avatar":"https://static.tigerbbs.com/cfdc66fff48bb2b9e2d328ac5eb33100","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667668165440","authorIdStr":"3527667668165440"},"themes":[],"title":"[Reward]How do you like Charlie Munger‘s wisdom on life & investing ","htmlText":"Recently, What&nbsp;I heard the sharing from Munger that touched me the most is&nbsp;about \"the secret of&nbsp;a Long-Lasting Marriage\"?Munger said，\"The secret to a long-lasting marriage is to lower your expectations,\"Source: www.wonderfulquote.com/Munger's psychological habit of setting low expectations is deeply ingrained, because he feels that high expectations will lead to faultfinding, so he is also habitually not expecting too much on the road to happiness. Low expectations make people less likely to be disappointed.In addition, one more important thing before marriage: looking for a spouse, both&nbsp;he and his good&nbsp;friend and business partner-Warren Buffett, have relatively consistent views:Warren&nbsp;Buffett: The most important decision in life is whom to marry. When it come","listText":"Recently, What&nbsp;I heard the sharing from Munger that touched me the most is&nbsp;about \"the secret of&nbsp;a Long-Lasting Marriage\"?Munger said，\"The secret to a long-lasting marriage is to lower your expectations,\"Source: www.wonderfulquote.com/Munger's psychological habit of setting low expectations is deeply ingrained, because he feels that high expectations will lead to faultfinding, so he is also habitually not expecting too much on the road to happiness. Low expectations make people less likely to be disappointed.In addition, one more important thing before marriage: looking for a spouse, both&nbsp;he and his good&nbsp;friend and business partner-Warren Buffett, have relatively consistent views:Warren&nbsp;Buffett: The most important decision in life is whom to marry. When it come","text":"Recently, What I heard the sharing from Munger that touched me the most is about \"the secret of a Long-Lasting Marriage\"?Munger said，\"The secret to a long-lasting marriage is to lower your expectations,\"Source: www.wonderfulquote.com/Munger's psychological habit of setting low expectations is deeply ingrained, because he feels that high expectations will lead to faultfinding, so he is also habitually not expecting too much on the road to happiness. Low expectations make people less likely to be disappointed.In addition, one more important thing before marriage: looking for a spouse, both he and his good friend and business partner-Warren Buffett, have relatively consistent views:Warren Buffett: The most important decision in life is whom to marry. When it come","images":[{"img":"https://community-static.tradeup.com/news/076d9f6f5f130f6e5c15ee46a3939872","width":"882","height":"448"},{"img":"https://community-static.tradeup.com/news/26ecf5362b8aeeeb2264667648a38bdd","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/2e94ced4e33b5fa5d227f036ae2f963b","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954497374","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954919870,"gmtCreate":1675913133790,"gmtModify":1675913138505,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"themes":[],"htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954919870","repostId":"9954910025","repostType":1,"repost":{"id":9954910025,"gmtCreate":1675912228967,"gmtModify":1675912231975,"author":{"id":"9000000000000641","authorId":"9000000000000641","name":"CyrilDavy","avatar":"https://static.tigerbbs.com/fd67ba4a6ca5ca66b27af6afcce989dc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000641","authorIdStr":"9000000000000641"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CVNA\">$Carvana Co.(CVNA)$</a> Used car market is smoking im the last 3 weeks cars and trucks are doing very close to retail jd power with good miles at all auctions in the country.Carvana stock will be smoking as soon as they release the big profits when the earnings come out.They can cash up all of the cars and get retial price nowthats 4000 per car x 32000they just wrote them all down.just hold on.","listText":"<a href=\"https://ttm.financial/S/CVNA\">$Carvana Co.(CVNA)$</a> Used car market is smoking im the last 3 weeks cars and trucks are doing very close to retail jd power with good miles at all auctions in the country.Carvana stock will be smoking as soon as they release the big profits when the earnings come out.They can cash up all of the cars and get retial price nowthats 4000 per car x 32000they just wrote them all down.just hold on.","text":"$Carvana Co.(CVNA)$ Used car market is smoking im the last 3 weeks cars and trucks are doing very close to retail jd power with good miles at all auctions in the country.Carvana stock will be smoking as soon as they release the big profits when the earnings come out.They can cash up all of the cars and get retial price nowthats 4000 per car x 32000they just wrote them all down.just hold on.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954910025","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955052535,"gmtCreate":1675096978828,"gmtModify":1676538976061,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"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/9955052535","repostId":"622936354","repostType":1,"repost":{"id":622936354,"gmtCreate":1675094100000,"gmtModify":1676538976038,"author":{"id":"3574917796328560","authorId":"3574917796328560","name":"钛媒体APP","avatar":"https://static.tigerbbs.com/72948639b39fd795a430fcaa2772851c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574917796328560","authorIdStr":"3574917796328560"},"themes":[],"title":"China’s Smartphone Shipments Dip to a Decade Low in 2022","htmlText":"&nbsp;&nbsp;Image Source : China Visual BEIJING, January 30 (TMTPOST)&nbsp;—&nbsp;China’s smartphone sales dropped by 13.2 percent to the lowest level in a decade, due to the Covid restrictions and consumers’ shrinking desires in an economic slowdown, according to a report by the data provider IDC. The total shipments reached 285.8 million, down from 329.3 million in 2021. It was the first time that the figure was lower than 300 million for the past decade. “The historically low shipments raise an alarm bell for smartphone vendors to rethink how to build a more sustainable business model and a more targeted marketing strategy,” said&nbsp;Will Wong, a senior research manager at IDC Asia/Pacific. The top five players in China’s smartphone market were vivo, Honor, OPPO, Apple and Xiaomi, with","listText":"&nbsp;&nbsp;Image Source : China Visual BEIJING, January 30 (TMTPOST)&nbsp;—&nbsp;China’s smartphone sales dropped by 13.2 percent to the lowest level in a decade, due to the Covid restrictions and consumers’ shrinking desires in an economic slowdown, according to a report by the data provider IDC. The total shipments reached 285.8 million, down from 329.3 million in 2021. It was the first time that the figure was lower than 300 million for the past decade. “The historically low shipments raise an alarm bell for smartphone vendors to rethink how to build a more sustainable business model and a more targeted marketing strategy,” said&nbsp;Will Wong, a senior research manager at IDC Asia/Pacific. The top five players in China’s smartphone market were vivo, Honor, OPPO, Apple and Xiaomi, with","text":"Image Source : China Visual BEIJING, January 30 (TMTPOST) — China’s smartphone sales dropped by 13.2 percent to the lowest level in a decade, due to the Covid restrictions and consumers’ shrinking desires in an economic slowdown, according to a report by the data provider IDC. The total shipments reached 285.8 million, down from 329.3 million in 2021. It was the first time that the figure was lower than 300 million for the past decade. “The historically low shipments raise an alarm bell for smartphone vendors to rethink how to build a more sustainable business model and a more targeted marketing strategy,” said Will Wong, a senior research manager at IDC Asia/Pacific. The top five players in China’s smartphone market were vivo, Honor, OPPO, Apple and Xiaomi, with","images":[{"img":"https://static.tigerbbs.com/9531668680024cddbab4e5ac2855b36b"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/622936354","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922613263,"gmtCreate":1671756077652,"gmtModify":1676538587508,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922613263","repostId":"9922610185","repostType":1,"repost":{"id":9922610185,"gmtCreate":1671755724347,"gmtModify":1676538587446,"author":{"id":"4118987771438342","authorId":"4118987771438342","name":"pretiming","avatar":"https://community-static.tradeup.com/news/1f75b6bd0b761b1685abd21276b814cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118987771438342","authorIdStr":"4118987771438342"},"themes":[],"title":"Apple Inc stock 10-Day Forecast Technical Analysis  ","htmlText":"\n \n \n  <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> Apple Inc stock 10-Day Forecast Technical AnalysisThe Buy-Sell strength has changed from a weak buying flow to a strengthening buying flow again and it's in the midst of a rebounding trend of upward direction box pattern price flow marked by limited falls and upward fluctuations in the falling section. and It is likely to change to a rising section within a few days.https://stocktwits.com/Timing_Forecast/message/502544562\n \n","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> Apple Inc stock 10-Day Forecast Technical AnalysisThe Buy-Sell strength has changed from a weak buying flow to a strengthening buying flow again and it's in the midst of a rebounding trend of upward direction box pattern price flow marked by limited falls and upward fluctuations in the falling section. and It is likely to change to a rising section within a few days.https://stocktwits.com/Timing_Forecast/message/502544562","text":"$Apple(AAPL)$ Apple Inc stock 10-Day Forecast Technical AnalysisThe Buy-Sell strength has changed from a weak buying flow to a strengthening buying flow again and it's in the midst of a rebounding trend of upward direction box pattern price flow marked by limited falls and upward fluctuations in the falling section. and It is likely to change to a rising section within a few days.https://stocktwits.com/Timing_Forecast/message/502544562","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922610185","isVote":1,"tweetType":2,"object":{"id":"7a0db5255b5d46a8837211143644aed4","tweetId":"9922610185","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/c3359c7d243791577640793266/v.f30.mp4","poster":"https://community-static.tradeup.com/news/301332872c691df3ba388d65249472f8"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985232946,"gmtCreate":1667397148985,"gmtModify":1676537910967,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9985232946","repostId":"2280310626","repostType":4,"repost":{"id":"2280310626","kind":"highlight","pubTimestamp":1667394221,"share":"https://ttm.financial/m/news/2280310626?lang=&edition=fundamental","pubTime":"2022-11-02 21:03","market":"us","language":"en","title":"Palantir: A Bargain Heading Into Q3 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2280310626","media":"seekingalpha","summary":"SummaryPalantir is helping organizations all over the world make sense of their data.Although it use","content":"<html><head></head><body><p>Summary</p><ul><li>Palantir is helping organizations all over the world make sense of their data.</li><li>Although it used to predominantly serve governments, Palantir has been growing rapidly with its commercial customers.</li><li>The company disappointed investors in August with its Q2 results, offering extremely soft Q3 revenue guidance.</li><li>Shares responded by cratering 15%, but there is now too much negativity priced into Palantir shares.</li><li>So, will Q3 provide any positive catalysts for investors? Let&#39;s take a look.</li></ul><h2>Investment Thesis</h2><p>Palantir (NYSE:PLTR) is a leading software company helping organizations to make sense of the massive amounts of data they ingest on a daily basis - transforming this from billions of data points into actionable information. It started off predominantly by serving governments, but in recent years Palantir has been expanding rapidly into the commercial market, opening up a much larger opportunity.</p><p>My investment thesis for Palantir is the following: the amount of data that businesses have to work with is only going to increase exponentially, and they need a way of coping with this data and making use of it - this is where Palantir comes in. I want to see continued expansion within commercial customers, a strong dollar-based retention rate implying high switching costs, and continued execution of Palantir&#39;s &#39;land and expand&#39; strategy, as well as margins improving over the long term.</p><p>Unfortunately for Palantir shareholders, 2022 has been a pretty painful year so far. The company underwhelmed investors with its Q2 earnings report, offering up extremely soft Q3 guidance and reducing its full year revenue outlook. Shares reacted by falling 15%, compounding on the misery that shareholders have been feeling all year after seeing the stock tumble 65% in the last twelve months.</p><p></p><p><img src=\"https://static.tigerbbs.com/50338e8bb687992d4f0f3496d6e356c5\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p></p><p>Yet the long-term thesis for Palantir remains very much intact. It&#39;s also worth remembering that the contracts Palantir signs with its customers are pretty huge, so the timing of these contracts can cause revenue to be quite lumpy on a quarter-to-quarter basis, which goes some way to explaining the slowdown in management&#39;s Q3 guidance.</p><p>A few months have passed and Palantir&#39;s Q3 results are just around the corner. The question is whether or not investors will be in for more pain, or if expectations have got so low for Palantir&#39;s results that the slightest bit of good news will be met with positivity from Wall Street? Let&#39;s see at what investors should look out for when Palantir reports next week.</p><h2>Latest Expectations</h2><p>Palantir is set to report its Q3 earnings on Monday, November 7, before the market opens, and there are several key items that investors should keep their eyes on.</p><p>Starting with the headline numbers, analysts are expecting Q3 revenue of ~$475m, representing YoY growth of 21.1%. This expectation is at the top end of management&#39;s guidance of $474-$475m. As the graph below shows, Q3 revenue of $475m would represent virtually zero sequential growth from Q2 to Q3, with revenue increasing by only 0.4% - this is certainly not what investors would expect from a &#39;growth&#39; company such as Palantir, and it&#39;s part of the reason why shares cratered after its Q2 earnings report.<img src=\"https://static.tigerbbs.com/92ad77070af619595a6d91bb45befbd3\" tg-width=\"640\" tg-height=\"377\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha / Palantir / Author&#39;s Work</p><p>As mentioned, Palantir&#39;s revenue from quarter-to-quarter can be quite lumpy due to the nature of its large, government contracts, and this is part of the reason why the Q3 revenue guidance was so poor, as Chief Legal and Business Affairs Officer Ryan Taylor outlined on the earnings call:</p><blockquote>Across government and commercial, the opportunity in front of us is enormous, which makes the revised near-term outlook, all the more disappointing. It doesn&#39;t come close to representing our ambition and the opportunity before us.</blockquote><blockquote>While the timing of large contracts in government can be frustrating, the underlying requirements and needs are enduring. It&#39;s worth noting that our revised guidance excludes any new major U.S. government awards.</blockquote><p>This volatile revenue growth is something Palantir investors have to accept (even if the market doesn&#39;t), with the understanding that as long as the business is succeeding, these fluctuations will balance out in the long-term. The problem is that it can be difficult to know whether or not the slowdown is in fact caused by contract timing, or if there are underlying problems with the business - and, frankly, only time will tell.</p><p>This uncertainty surrounding government contracts caused Palantir to lower its full year revenue guidance as well, moving from $2.004B in Q1&#39;22 to $1,900-$1,902B in Q2&#39;22. Wall Street has listened to these expectations, and expects exactly $1.9B in full year revenue for Palantir.</p><p><img src=\"https://static.tigerbbs.com/7a650ab2eb7d06ef8d029fc362db8a60\" tg-width=\"640\" tg-height=\"372\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha / Palantir / Author&#39;s Work</p><p>It&#39;s worth noting that Palantir&#39;s Q3 and full year revenue guidance excludes &#39;any new major U.S. government awards&#39;, so there is ample opportunity for Palantir to exceed analysts&#39; expectations when it reports. For example, Palantir announced at the end of September that the U.S. Army Research Lab extended its contract, with the new contract being worth up to $229m over one year - this won&#39;t materially impact Q3 results, but may well boost Palantir&#39;s outlook for Q4.</p><p>Taking a quick look at the bottom line, analysts are expecting Palantir to deliver EPS of $0.02.</p><p><img src=\"https://static.tigerbbs.com/39168228144f2fa0fa2b8bcf96832038\" tg-width=\"640\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha / Author&#39;s Work</p><p>The company missed analysts&#39; expectations on earnings in Q1 and Q2 this year, but I&#39;m not too concerned; it continues to churn out free cash flow, and it doesn&#39;t give EPS guidance anyway. It is, however, still worth watching for investors in order to gauge Palantir&#39;s cost-control ability, but there isn&#39;t anything here to worry me.</p><p>Besides the headline figures, what else should investors look at when Palantir reports?</p><h2>Key Metrics To Watch In Palantir&#39;s Q3 Earnings</h2><p>A cornerstone of my investment thesis in Palantir is the company&#39;s ability to expand beyond its government customers and into the commercial market, since I believe there is a substantially larger opportunity if it can gain commercial traction. As per the below chart, Palantir has been doing just that over the past year or two, however the sequential growth rate in Q2 of just ~10% for commercial customers indicated a sharp slowdown.</p><p><img src=\"https://static.tigerbbs.com/e72d330b4be731115685a3970d425dab\" tg-width=\"640\" tg-height=\"443\" referrerpolicy=\"no-referrer\"/></p><p>Palantir / Author&#39;s Work</p><p>On the plus side, Palantir has seen incredible momentum in the U.S. commercial market, with revenues growing 120% YoY in Q2 from $39m to $86m. This commercial momentum is what drove Palantir forward over the past year, with Q2 commercial revenues growing 46% YoY compared to just 13% growth from government revenues.</p><p><img src=\"https://static.tigerbbs.com/806a4b373255d7c1de6710947cd29999\" tg-width=\"640\" tg-height=\"397\" referrerpolicy=\"no-referrer\"/></p><p>Palantir / Author&#39;s Work</p><p>It&#39;ll be interesting to see exactly how this trend plays out in Q3, but I personally will be disappointed to see a <i>substantial</i> slowdown in commercial momentum. I understand that we&#39;re in a difficult macroeconomic environment, so I am prepared for a slight slowdown, but the above graph shows that the rapid growth in commercial revenues have been driving Palantir forwards - if this starts to falter, Q3 may not paint a pretty picture.</p><h2>Quick Take: Palantir&#39;s Core Financial Metrics</h2><p>The deceleration of Palantir&#39;s revenues is extremely apparent in the below table, with revenue over the past 12 months only growing 31% YoY compared to 41% in 2021. On the plus side, Palantir&#39;s insane EBIT margins in 2020 of -107% have improved greatly, and are now just -13% over the past 12 months; which remains a substantial improvement from the -27% in 2021.</p><p><img src=\"https://static.tigerbbs.com/81824af966d22903a89b862fa189f212\" tg-width=\"640\" tg-height=\"385\" referrerpolicy=\"no-referrer\"/></p><p>Author&#39;s Work</p><p>The company continues to have an extremely strong balance sheet, with net cash of almost $2.5 billion, and remains free cash flow positive - so, no risk of Palantir running into financial difficulties any time soon. Stock-based compensation as a percentage of the total gross profit has also declined rapidly (phew!), although it still accounts for a whopping 47% of gross profits over the past 12 months.</p><p>Taking a look at the quarterly metrics below should give investors more of an indication of Palantir&#39;s current direction, but I&#39;ll do a very quick summary.</p><p><img src=\"https://static.tigerbbs.com/4a1cc6fa56c3e2ce9805a951d80bc244\" tg-width=\"640\" tg-height=\"482\" referrerpolicy=\"no-referrer\"/></p><p>Author&#39;s Work</p><p><b>The good:</b> consistently strong gross profit margins, negative EBIT margins down into the single digits, balance sheet remains extremely strong, and stock-based compensation is consistently falling.</p><p><b>The bad:</b> revenue growth is declining rapidly (and Q3 guidance implies that this decline will continue), and free cash flow margins are worsening, at least in part due to the declining revenue growth.</p><p>If you take out the sharp revenue decline, then I would say that Palantir&#39;s financials are heading in the right direction fast. The main issue is that Palantir is a growth story, and so investors cannot ignore the slowing revenue growth; so, investors will be hoping that Q3 shows signs of continuing commercial momentum, and perhaps more optimism on the government side than management alluded to in Q2.</p><h2>PLTR Stock Valuation</h2><p>As with all high growth, disruptive companies, valuation is tough. I believe that my approach will give me an idea about whether Palantir is insanely overvalued or undervalued, but valuation is the final thing I look at - the quality of the business itself is far more important in the long run.</p><p><img src=\"https://static.tigerbbs.com/224891557cdce5bb3f22406e67e196c9\" tg-width=\"640\" tg-height=\"856\" referrerpolicy=\"no-referrer\"/></p><p>Author&#39;s Work</p><p>I have kept my model virtually the same as in my previous article, with a few slight tweaks to the 2026 FCF / EV multiple in order to be a bit more conservative in my base and bear case scenarios.</p><p>Put that all together, and I can see Palantir shares achieving a CAGR of 6%, 21%, and 37% in my respective bear, base, and bull case scenarios. Whilst it has been a tough year for the business, if it achieves its frequently stated aim of &#39;at least 30% annual revenue growth through to 2025&#39;, then the current share price appears to be very attractive.</p><h2>Bottom Line</h2><p>Q3 earnings will be crucial for Palantir, because there are plenty of yellow flags that could turn into red flags, such as slowing commercial customer acquisition and the sharp decline in revenue growth. I will cut the company some slack due to the difficult macroeconomic environment, since cost-cutting companies may not be willing to undertake large transformational projects until there is more certainty in the economy.</p><p>Yet investors can also find plenty of reasons to be optimistic, not least because Palantir was recently named as a leader in the Forrester Wave Report for AI / ML Platforms - ahead of the likes of <a href=\"https://laohu8.com/S/IBM\">IBM</a> (IBM), Google (GOOGL) (GOOG), Amazon&#39;s AWS (AMZN), and Microsoft (MSFT). This should give investors some comfort in the quality of Palantir&#39;s platform, and I believe that when organizations are looking to undergo this level of transformation, they would prefer to go with the best offering out there.</p><p><img src=\"https://static.tigerbbs.com/4ca705fb6608304cc93a42d51b62ab24\" tg-width=\"640\" tg-height=\"755\" referrerpolicy=\"no-referrer\"/></p><p>Forrester Wave</p><p>Personally, I remain cautiously optimistic about Palantir. The company is very well set up for a decade of success, even if it is currently hitting some bumps in the road (that are at least partially macro-induced). It has a stellar balance sheet, is free cash flow positive, has an industry leading product in a growing market with tons of optionality, and the current share price is very attractive.</p><p>Given all this, I will reiterate my previous &#39;Buy&#39; rating on Palantir shares, and look forward to hearing management&#39;s latest update on the business when Q3 earnings come round next week.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: A Bargain Heading Into Q3 Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: A Bargain Heading Into Q3 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-02 21:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4551443-palantir-a-bargain-heading-into-q3-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir is helping organizations all over the world make sense of their data.Although it used to predominantly serve governments, Palantir has been growing rapidly with its commercial ...</p>\n\n<a href=\"https://seekingalpha.com/article/4551443-palantir-a-bargain-heading-into-q3-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4551443-palantir-a-bargain-heading-into-q3-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2280310626","content_text":"SummaryPalantir is helping organizations all over the world make sense of their data.Although it used to predominantly serve governments, Palantir has been growing rapidly with its commercial customers.The company disappointed investors in August with its Q2 results, offering extremely soft Q3 revenue guidance.Shares responded by cratering 15%, but there is now too much negativity priced into Palantir shares.So, will Q3 provide any positive catalysts for investors? Let's take a look.Investment ThesisPalantir (NYSE:PLTR) is a leading software company helping organizations to make sense of the massive amounts of data they ingest on a daily basis - transforming this from billions of data points into actionable information. It started off predominantly by serving governments, but in recent years Palantir has been expanding rapidly into the commercial market, opening up a much larger opportunity.My investment thesis for Palantir is the following: the amount of data that businesses have to work with is only going to increase exponentially, and they need a way of coping with this data and making use of it - this is where Palantir comes in. I want to see continued expansion within commercial customers, a strong dollar-based retention rate implying high switching costs, and continued execution of Palantir's 'land and expand' strategy, as well as margins improving over the long term.Unfortunately for Palantir shareholders, 2022 has been a pretty painful year so far. The company underwhelmed investors with its Q2 earnings report, offering up extremely soft Q3 guidance and reducing its full year revenue outlook. Shares reacted by falling 15%, compounding on the misery that shareholders have been feeling all year after seeing the stock tumble 65% in the last twelve months.Data by YChartsYet the long-term thesis for Palantir remains very much intact. It's also worth remembering that the contracts Palantir signs with its customers are pretty huge, so the timing of these contracts can cause revenue to be quite lumpy on a quarter-to-quarter basis, which goes some way to explaining the slowdown in management's Q3 guidance.A few months have passed and Palantir's Q3 results are just around the corner. The question is whether or not investors will be in for more pain, or if expectations have got so low for Palantir's results that the slightest bit of good news will be met with positivity from Wall Street? Let's see at what investors should look out for when Palantir reports next week.Latest ExpectationsPalantir is set to report its Q3 earnings on Monday, November 7, before the market opens, and there are several key items that investors should keep their eyes on.Starting with the headline numbers, analysts are expecting Q3 revenue of ~$475m, representing YoY growth of 21.1%. This expectation is at the top end of management's guidance of $474-$475m. As the graph below shows, Q3 revenue of $475m would represent virtually zero sequential growth from Q2 to Q3, with revenue increasing by only 0.4% - this is certainly not what investors would expect from a 'growth' company such as Palantir, and it's part of the reason why shares cratered after its Q2 earnings report.Seeking Alpha / Palantir / Author's WorkAs mentioned, Palantir's revenue from quarter-to-quarter can be quite lumpy due to the nature of its large, government contracts, and this is part of the reason why the Q3 revenue guidance was so poor, as Chief Legal and Business Affairs Officer Ryan Taylor outlined on the earnings call:Across government and commercial, the opportunity in front of us is enormous, which makes the revised near-term outlook, all the more disappointing. It doesn't come close to representing our ambition and the opportunity before us.While the timing of large contracts in government can be frustrating, the underlying requirements and needs are enduring. It's worth noting that our revised guidance excludes any new major U.S. government awards.This volatile revenue growth is something Palantir investors have to accept (even if the market doesn't), with the understanding that as long as the business is succeeding, these fluctuations will balance out in the long-term. The problem is that it can be difficult to know whether or not the slowdown is in fact caused by contract timing, or if there are underlying problems with the business - and, frankly, only time will tell.This uncertainty surrounding government contracts caused Palantir to lower its full year revenue guidance as well, moving from $2.004B in Q1'22 to $1,900-$1,902B in Q2'22. Wall Street has listened to these expectations, and expects exactly $1.9B in full year revenue for Palantir.Seeking Alpha / Palantir / Author's WorkIt's worth noting that Palantir's Q3 and full year revenue guidance excludes 'any new major U.S. government awards', so there is ample opportunity for Palantir to exceed analysts' expectations when it reports. For example, Palantir announced at the end of September that the U.S. Army Research Lab extended its contract, with the new contract being worth up to $229m over one year - this won't materially impact Q3 results, but may well boost Palantir's outlook for Q4.Taking a quick look at the bottom line, analysts are expecting Palantir to deliver EPS of $0.02.Seeking Alpha / Author's WorkThe company missed analysts' expectations on earnings in Q1 and Q2 this year, but I'm not too concerned; it continues to churn out free cash flow, and it doesn't give EPS guidance anyway. It is, however, still worth watching for investors in order to gauge Palantir's cost-control ability, but there isn't anything here to worry me.Besides the headline figures, what else should investors look at when Palantir reports?Key Metrics To Watch In Palantir's Q3 EarningsA cornerstone of my investment thesis in Palantir is the company's ability to expand beyond its government customers and into the commercial market, since I believe there is a substantially larger opportunity if it can gain commercial traction. As per the below chart, Palantir has been doing just that over the past year or two, however the sequential growth rate in Q2 of just ~10% for commercial customers indicated a sharp slowdown.Palantir / Author's WorkOn the plus side, Palantir has seen incredible momentum in the U.S. commercial market, with revenues growing 120% YoY in Q2 from $39m to $86m. This commercial momentum is what drove Palantir forward over the past year, with Q2 commercial revenues growing 46% YoY compared to just 13% growth from government revenues.Palantir / Author's WorkIt'll be interesting to see exactly how this trend plays out in Q3, but I personally will be disappointed to see a substantial slowdown in commercial momentum. I understand that we're in a difficult macroeconomic environment, so I am prepared for a slight slowdown, but the above graph shows that the rapid growth in commercial revenues have been driving Palantir forwards - if this starts to falter, Q3 may not paint a pretty picture.Quick Take: Palantir's Core Financial MetricsThe deceleration of Palantir's revenues is extremely apparent in the below table, with revenue over the past 12 months only growing 31% YoY compared to 41% in 2021. On the plus side, Palantir's insane EBIT margins in 2020 of -107% have improved greatly, and are now just -13% over the past 12 months; which remains a substantial improvement from the -27% in 2021.Author's WorkThe company continues to have an extremely strong balance sheet, with net cash of almost $2.5 billion, and remains free cash flow positive - so, no risk of Palantir running into financial difficulties any time soon. Stock-based compensation as a percentage of the total gross profit has also declined rapidly (phew!), although it still accounts for a whopping 47% of gross profits over the past 12 months.Taking a look at the quarterly metrics below should give investors more of an indication of Palantir's current direction, but I'll do a very quick summary.Author's WorkThe good: consistently strong gross profit margins, negative EBIT margins down into the single digits, balance sheet remains extremely strong, and stock-based compensation is consistently falling.The bad: revenue growth is declining rapidly (and Q3 guidance implies that this decline will continue), and free cash flow margins are worsening, at least in part due to the declining revenue growth.If you take out the sharp revenue decline, then I would say that Palantir's financials are heading in the right direction fast. The main issue is that Palantir is a growth story, and so investors cannot ignore the slowing revenue growth; so, investors will be hoping that Q3 shows signs of continuing commercial momentum, and perhaps more optimism on the government side than management alluded to in Q2.PLTR Stock ValuationAs with all high growth, disruptive companies, valuation is tough. I believe that my approach will give me an idea about whether Palantir is insanely overvalued or undervalued, but valuation is the final thing I look at - the quality of the business itself is far more important in the long run.Author's WorkI have kept my model virtually the same as in my previous article, with a few slight tweaks to the 2026 FCF / EV multiple in order to be a bit more conservative in my base and bear case scenarios.Put that all together, and I can see Palantir shares achieving a CAGR of 6%, 21%, and 37% in my respective bear, base, and bull case scenarios. Whilst it has been a tough year for the business, if it achieves its frequently stated aim of 'at least 30% annual revenue growth through to 2025', then the current share price appears to be very attractive.Bottom LineQ3 earnings will be crucial for Palantir, because there are plenty of yellow flags that could turn into red flags, such as slowing commercial customer acquisition and the sharp decline in revenue growth. I will cut the company some slack due to the difficult macroeconomic environment, since cost-cutting companies may not be willing to undertake large transformational projects until there is more certainty in the economy.Yet investors can also find plenty of reasons to be optimistic, not least because Palantir was recently named as a leader in the Forrester Wave Report for AI / ML Platforms - ahead of the likes of IBM (IBM), Google (GOOGL) (GOOG), Amazon's AWS (AMZN), and Microsoft (MSFT). This should give investors some comfort in the quality of Palantir's platform, and I believe that when organizations are looking to undergo this level of transformation, they would prefer to go with the best offering out there.Forrester WavePersonally, I remain cautiously optimistic about Palantir. The company is very well set up for a decade of success, even if it is currently hitting some bumps in the road (that are at least partially macro-induced). It has a stellar balance sheet, is free cash flow positive, has an industry leading product in a growing market with tons of optionality, and the current share price is very attractive.Given all this, I will reiterate my previous 'Buy' rating on Palantir shares, and look forward to hearing management's latest update on the business when Q3 earnings come round next week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985232097,"gmtCreate":1667397135319,"gmtModify":1676537910959,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985232097","repostId":"1114100285","repostType":4,"repost":{"id":"1114100285","kind":"news","pubTimestamp":1667394417,"share":"https://ttm.financial/m/news/1114100285?lang=&edition=fundamental","pubTime":"2022-11-02 21:06","market":"us","language":"en","title":"Amazon: This Clearance Sale Is Precisely What Investors Needed","url":"https://stock-news.laohu8.com/highlight/detail?id=1114100285","media":"seekingalpha","summary":"SummaryAmazon's Q3 earnings release actually met the company's previous guidance. But Wall Street ex","content":"<html><head></head><body><p>Summary</p><ul><li>Amazon&#39;s Q3 earnings release actually met the company&#39;s previous guidance. But Wall Street expected more from AWS in driving operating leverage.</li><li>So, AWS underperformed in Q3, as deleverage has struck Amazon&#39;s most pivotal valuation driver. Nevertheless, management remains committed to recovering its mojo in AWS.</li><li>We discuss why AMZN could be at a critical inflection point, potentially forming a double bottom. But there&#39;s no price action resolution yet.</li><li>Still, we view the price action constructively, and therefore, believe that the market is forcing weak holders out through the &#34;clearance&#34; event.</li><li>Maintain Buy.</li></ul><h3>Thesis</h3><p><a href=\"https://laohu8.com/S/AMZN\">Amazon.com, Inc.</a>&#39;s Q3 release demonstrated the double-edged sword of operating leverage/deleverage. Amazon benefited tremendously from its massive fixed costs leverage during the pandemic-induced craze.</p><p>However, it also led to poor execution by then-CEO Jeff Bezos&#39; and team, believing that the tailwinds were sustainable. As such, the company drove a massive CapEx buildout that now-CEO Andy Jassy &amp; co. are left to dismantle. Given Amazon&#39;s low operating profitability on the corporate level, management doesn&#39;t have much room for error. They either get it right and benefit from massive fixed costs leverage or get it wrong and are forced to deal with the malaise.</p><p>Unfortunately for Amazon and its shareholders, the market got it right when it forced a bull trap in November 2021 after pushing AMZN into a distribution phase for more than a year. Astute investors knew Amazon&#39;s committed push to drive its fulfillment advantage wasn&#39;t sustainable, and they have gotten it absolutely spot on.</p><p>Amazon&#39;s previous headwinds of supply chain disruptions have morphed into macroeconomic uncertainties driving excess capacity on its e-commerce front. But we all know that AMZN&#39;s growth premium in recent years was unlikely predicated merely on the strength and scale of its retail business.</p><p>The market has accorded AMZN significant credibility on its first-mover advantage in the cloud computing business. As a result, the company has benefited tremendously as the leading hyperscaler, with extensive scale economics as AWS could leverage its massive retail footprint. That said, AWS has also come under pressure in Q3, with the growth in its operating profitability significantly impacted.</p><p>We believe the multitudinous macro headwinds have crimped Amazon&#39;s ability to execute confidently, with the enterprise slowdown adding more pressure on its operating deleverage.</p><p>Therefore, we postulate that the significant slowdown in AWS&#39; profitability growth is a pivotal moment for Amazon to prove the durability of its most critical growth driver.</p><p>Our analysis suggests that the market had already anticipated a relatively poor Q3 but had not expected AWS to underperform so significantly. Hence, the market forced AMZN to re-test its May lows, likely driving weak holders into giving up their shares as the selling pressure took out its critical May lows.</p><p>We postulate that AMZN could still bottom out from these levels if a validated bullish reversal forms, proffering a significant double-bottom setup, which is considered very bullish.</p><p>However, we highlight the levels investors should consider if the bullish reversal setup doesn&#39;t appear, as it could indicate the market intends to force capitulation before AMZN could eventually bottom.</p><p>Maintain Buy.</p><h3>It&#39;s AWS&#39; Turn To Demonstrate Significant Weakness</h3><p><img src=\"https://community-static.tradeup.com/news/a3e3c3c524266504db033a1b2726155f\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"/>Amazon Revenue comps consensus estimates (S&amp;P Cap IQ)</p><p>As seen above, Street analysts have gotten Amazon&#39;s revenue pretty on point, in line with management&#39;s previous guidance. While they revised their revenue estimates after Q3&#39;s release, it wasn&#39;t as bad as it seemed. Hence, Jassy &amp; team have likely stabilized their topline execution after lapping its highly challenging COVID comps.</p><p><img src=\"https://static.tigerbbs.com/2c37ccad0e70667f12de56b6b8aa19de\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/>Amazon EBIT comps consensus estimates (S&amp;P Cap IQ)</p><p>But, the Street&#39;s estimates on AMZN&#39;s ability to drive incremental operating leverage as its revenue growth recovered from Q2&#39;s bottom were significantly off the mark.</p><p>Notwithstanding, Amazon&#39;s EBIT of $2.53B in Q3 was well above the midpoint ($1.75B) of its previous guidance. Hence, Amazon executed well, according to its internal forecasts.</p><p>But, Wall Street expected more from AMZN, as its previous estimates suggested an EBIT of $2.95B for Q3. Hence, the 14% underperformance was likely unexpected. We don&#39;t think forex was likely the main contributor, even though management would want investors to consider that. Forex headwinds were already a well-known issue, and we believe that analysts had reflected these challenges accordingly.</p><p><img src=\"https://static.tigerbbs.com/01f630f54f98e377e39dcb8f34a7ef80\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/>Amazon advertising (Company filings)</p><p>Furthermore, Amazon&#39;s advertising business had another remarkable quarter as it grew by 25.5% YoY, up from Q2&#39;s 17.6%. With the malaise seen in digital advertising leaders such as Google (GOOGL) (GOOG) and Meta (META), it was an excellent quarter for Amazon. We believe it continues to take share through its retail media ad business, leveraging its massive e-commerce footprint and driving its leadership.</p><p>However, GOOGL last traded at an NTM EBITDA of 9.5x, compared to AMZN&#39;s 14x. Therefore, we postulate that AMZN&#39;s growth premium is centered on its AWS puzzle.</p><p><img src=\"https://static.tigerbbs.com/416ccfd570ba14e21024c09f28dee327\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/>Amazon AWS Revenue and Operating income change % (S&amp;P Cap IQ)</p><p>Trefis&#39; sum-of-the-parts (SOTP) valuation suggests that AWS comprised 54.6% of AMZN&#39;s valuation.</p><p>Hence, we believe it makes sense that the market battered AMZN from its August highs, as it anticipated weakness in its most critical growth and valuation driver.</p><p>Therefore, we believe the deleverage from AWS caught Wall Street and investors off-guard, which led to them slashing their forward EBIT estimates markedly through FY23 (as presented earlier).</p><p>As seen above, AWS&#39; operating income grew just 10.6% YoY, down from Q2&#39;s 36.3% growth. Despite posting revenue growth of 27.5% in Q3 (still a marked deceleration from previous quarters), we believe the tepid operating income growth likely caused investors to reconsider whether there are significant challenges under the hood.</p><p>Our analysis indicates that these challenges are a function of Amazon&#39;s infrastructure-heavy business model for AWS. As a result, investors cannot expect the company to keep driving leverage when times are good and not expect the reverse when times are bad.</p><p>Management remains committed to driving growth again for AWS, likely recognizing the segment&#39;s importance in its valuation. CFO Brian Olsavsky accentuated:</p><p>As far as new normal, we&#39;re working very hard to make sure that current [AWS] profitability is not the new normal, and we&#39;ll see how quickly we can make improvements. A lot of the improvements that I talked about on a macro level, capital efficiency, operations improvements are as important internationally as they are in North America. (Amazon FQ3&#39;22 earnings call)</p><h3>Is AMZN Stock A Buy, Sell, Or Hold?</h3><p><img src=\"https://static.tigerbbs.com/162ebbb2a32b3ae2752e5b38092491d3\" tg-width=\"640\" tg-height=\"340\" width=\"100%\" height=\"auto\"/>AMZN price chart (weekly) (TradingView)</p><p>AMZN is re-testing its critical May lows, setting up a potential double-bottom opportunity in the works.</p><p>Hence, investors should not view the re-test negatively as it proffers AMZN the opportunity to shake out weak holders through its post-earnings selloff (still ongoing) while taking out fearful investors who bought at its May lows.</p><p>It is a pivotal &#34;clearance&#39; event to drive near-term panic before it could form a validated bullish reversal (still pending).</p><p>AMZN last traded at an NTM EBITDA of 14x, well below its 10Y mean of 22.2x. AMZN&#39;s growth premium remains predicated on the performance of AWS&#39; ability to drive incremental leverage moving forward, so the market is likely attempting to price in Jassy &amp; team&#39;s credibility in achieving that.</p><p>We don&#39;t have any price action resolution for now, so the risks remain for the market to force capitulation toward its COVID lows before bottoming. But, we are increasingly confident at these levels, anticipating a validated bullish reversal to form.</p><p>Maintain Buy.</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>Amazon: This Clearance Sale Is Precisely What Investors Needed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon: This Clearance Sale Is Precisely What Investors Needed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-02 21:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4551841-amazon-stock-this-clearance-sale-precisely-what-investors-needed><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAmazon's Q3 earnings release actually met the company's previous guidance. But Wall Street expected more from AWS in driving operating leverage.So, AWS underperformed in Q3, as deleverage has ...</p>\n\n<a href=\"https://seekingalpha.com/article/4551841-amazon-stock-this-clearance-sale-precisely-what-investors-needed\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4551841-amazon-stock-this-clearance-sale-precisely-what-investors-needed","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1114100285","content_text":"SummaryAmazon's Q3 earnings release actually met the company's previous guidance. But Wall Street expected more from AWS in driving operating leverage.So, AWS underperformed in Q3, as deleverage has struck Amazon's most pivotal valuation driver. Nevertheless, management remains committed to recovering its mojo in AWS.We discuss why AMZN could be at a critical inflection point, potentially forming a double bottom. But there's no price action resolution yet.Still, we view the price action constructively, and therefore, believe that the market is forcing weak holders out through the \"clearance\" event.Maintain Buy.ThesisAmazon.com, Inc.'s Q3 release demonstrated the double-edged sword of operating leverage/deleverage. Amazon benefited tremendously from its massive fixed costs leverage during the pandemic-induced craze.However, it also led to poor execution by then-CEO Jeff Bezos' and team, believing that the tailwinds were sustainable. As such, the company drove a massive CapEx buildout that now-CEO Andy Jassy & co. are left to dismantle. Given Amazon's low operating profitability on the corporate level, management doesn't have much room for error. They either get it right and benefit from massive fixed costs leverage or get it wrong and are forced to deal with the malaise.Unfortunately for Amazon and its shareholders, the market got it right when it forced a bull trap in November 2021 after pushing AMZN into a distribution phase for more than a year. Astute investors knew Amazon's committed push to drive its fulfillment advantage wasn't sustainable, and they have gotten it absolutely spot on.Amazon's previous headwinds of supply chain disruptions have morphed into macroeconomic uncertainties driving excess capacity on its e-commerce front. But we all know that AMZN's growth premium in recent years was unlikely predicated merely on the strength and scale of its retail business.The market has accorded AMZN significant credibility on its first-mover advantage in the cloud computing business. As a result, the company has benefited tremendously as the leading hyperscaler, with extensive scale economics as AWS could leverage its massive retail footprint. That said, AWS has also come under pressure in Q3, with the growth in its operating profitability significantly impacted.We believe the multitudinous macro headwinds have crimped Amazon's ability to execute confidently, with the enterprise slowdown adding more pressure on its operating deleverage.Therefore, we postulate that the significant slowdown in AWS' profitability growth is a pivotal moment for Amazon to prove the durability of its most critical growth driver.Our analysis suggests that the market had already anticipated a relatively poor Q3 but had not expected AWS to underperform so significantly. Hence, the market forced AMZN to re-test its May lows, likely driving weak holders into giving up their shares as the selling pressure took out its critical May lows.We postulate that AMZN could still bottom out from these levels if a validated bullish reversal forms, proffering a significant double-bottom setup, which is considered very bullish.However, we highlight the levels investors should consider if the bullish reversal setup doesn't appear, as it could indicate the market intends to force capitulation before AMZN could eventually bottom.Maintain Buy.It's AWS' Turn To Demonstrate Significant WeaknessAmazon Revenue comps consensus estimates (S&P Cap IQ)As seen above, Street analysts have gotten Amazon's revenue pretty on point, in line with management's previous guidance. While they revised their revenue estimates after Q3's release, it wasn't as bad as it seemed. Hence, Jassy & team have likely stabilized their topline execution after lapping its highly challenging COVID comps.Amazon EBIT comps consensus estimates (S&P Cap IQ)But, the Street's estimates on AMZN's ability to drive incremental operating leverage as its revenue growth recovered from Q2's bottom were significantly off the mark.Notwithstanding, Amazon's EBIT of $2.53B in Q3 was well above the midpoint ($1.75B) of its previous guidance. Hence, Amazon executed well, according to its internal forecasts.But, Wall Street expected more from AMZN, as its previous estimates suggested an EBIT of $2.95B for Q3. Hence, the 14% underperformance was likely unexpected. We don't think forex was likely the main contributor, even though management would want investors to consider that. Forex headwinds were already a well-known issue, and we believe that analysts had reflected these challenges accordingly.Amazon advertising (Company filings)Furthermore, Amazon's advertising business had another remarkable quarter as it grew by 25.5% YoY, up from Q2's 17.6%. With the malaise seen in digital advertising leaders such as Google (GOOGL) (GOOG) and Meta (META), it was an excellent quarter for Amazon. We believe it continues to take share through its retail media ad business, leveraging its massive e-commerce footprint and driving its leadership.However, GOOGL last traded at an NTM EBITDA of 9.5x, compared to AMZN's 14x. Therefore, we postulate that AMZN's growth premium is centered on its AWS puzzle.Amazon AWS Revenue and Operating income change % (S&P Cap IQ)Trefis' sum-of-the-parts (SOTP) valuation suggests that AWS comprised 54.6% of AMZN's valuation.Hence, we believe it makes sense that the market battered AMZN from its August highs, as it anticipated weakness in its most critical growth and valuation driver.Therefore, we believe the deleverage from AWS caught Wall Street and investors off-guard, which led to them slashing their forward EBIT estimates markedly through FY23 (as presented earlier).As seen above, AWS' operating income grew just 10.6% YoY, down from Q2's 36.3% growth. Despite posting revenue growth of 27.5% in Q3 (still a marked deceleration from previous quarters), we believe the tepid operating income growth likely caused investors to reconsider whether there are significant challenges under the hood.Our analysis indicates that these challenges are a function of Amazon's infrastructure-heavy business model for AWS. As a result, investors cannot expect the company to keep driving leverage when times are good and not expect the reverse when times are bad.Management remains committed to driving growth again for AWS, likely recognizing the segment's importance in its valuation. CFO Brian Olsavsky accentuated:As far as new normal, we're working very hard to make sure that current [AWS] profitability is not the new normal, and we'll see how quickly we can make improvements. A lot of the improvements that I talked about on a macro level, capital efficiency, operations improvements are as important internationally as they are in North America. (Amazon FQ3'22 earnings call)Is AMZN Stock A Buy, Sell, Or Hold?AMZN price chart (weekly) (TradingView)AMZN is re-testing its critical May lows, setting up a potential double-bottom opportunity in the works.Hence, investors should not view the re-test negatively as it proffers AMZN the opportunity to shake out weak holders through its post-earnings selloff (still ongoing) while taking out fearful investors who bought at its May lows.It is a pivotal \"clearance' event to drive near-term panic before it could form a validated bullish reversal (still pending).AMZN last traded at an NTM EBITDA of 14x, well below its 10Y mean of 22.2x. AMZN's growth premium remains predicated on the performance of AWS' ability to drive incremental leverage moving forward, so the market is likely attempting to price in Jassy & team's credibility in achieving that.We don't have any price action resolution for now, so the risks remain for the market to force capitulation toward its COVID lows before bottoming. But, we are increasingly confident at these levels, anticipating a validated bullish reversal to form.Maintain Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985236882,"gmtCreate":1667397109946,"gmtModify":1676537910943,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9985236882","repostId":"2280310626","repostType":4,"repost":{"id":"2280310626","kind":"highlight","pubTimestamp":1667394221,"share":"https://ttm.financial/m/news/2280310626?lang=&edition=fundamental","pubTime":"2022-11-02 21:03","market":"us","language":"en","title":"Palantir: A Bargain Heading Into Q3 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2280310626","media":"seekingalpha","summary":"SummaryPalantir is helping organizations all over the world make sense of their data.Although it use","content":"<html><head></head><body><p>Summary</p><ul><li>Palantir is helping organizations all over the world make sense of their data.</li><li>Although it used to predominantly serve governments, Palantir has been growing rapidly with its commercial customers.</li><li>The company disappointed investors in August with its Q2 results, offering extremely soft Q3 revenue guidance.</li><li>Shares responded by cratering 15%, but there is now too much negativity priced into Palantir shares.</li><li>So, will Q3 provide any positive catalysts for investors? Let&#39;s take a look.</li></ul><h2>Investment Thesis</h2><p>Palantir (NYSE:PLTR) is a leading software company helping organizations to make sense of the massive amounts of data they ingest on a daily basis - transforming this from billions of data points into actionable information. It started off predominantly by serving governments, but in recent years Palantir has been expanding rapidly into the commercial market, opening up a much larger opportunity.</p><p>My investment thesis for Palantir is the following: the amount of data that businesses have to work with is only going to increase exponentially, and they need a way of coping with this data and making use of it - this is where Palantir comes in. I want to see continued expansion within commercial customers, a strong dollar-based retention rate implying high switching costs, and continued execution of Palantir&#39;s &#39;land and expand&#39; strategy, as well as margins improving over the long term.</p><p>Unfortunately for Palantir shareholders, 2022 has been a pretty painful year so far. The company underwhelmed investors with its Q2 earnings report, offering up extremely soft Q3 guidance and reducing its full year revenue outlook. Shares reacted by falling 15%, compounding on the misery that shareholders have been feeling all year after seeing the stock tumble 65% in the last twelve months.</p><p></p><p><img src=\"https://static.tigerbbs.com/50338e8bb687992d4f0f3496d6e356c5\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p></p><p>Yet the long-term thesis for Palantir remains very much intact. It&#39;s also worth remembering that the contracts Palantir signs with its customers are pretty huge, so the timing of these contracts can cause revenue to be quite lumpy on a quarter-to-quarter basis, which goes some way to explaining the slowdown in management&#39;s Q3 guidance.</p><p>A few months have passed and Palantir&#39;s Q3 results are just around the corner. The question is whether or not investors will be in for more pain, or if expectations have got so low for Palantir&#39;s results that the slightest bit of good news will be met with positivity from Wall Street? Let&#39;s see at what investors should look out for when Palantir reports next week.</p><h2>Latest Expectations</h2><p>Palantir is set to report its Q3 earnings on Monday, November 7, before the market opens, and there are several key items that investors should keep their eyes on.</p><p>Starting with the headline numbers, analysts are expecting Q3 revenue of ~$475m, representing YoY growth of 21.1%. This expectation is at the top end of management&#39;s guidance of $474-$475m. As the graph below shows, Q3 revenue of $475m would represent virtually zero sequential growth from Q2 to Q3, with revenue increasing by only 0.4% - this is certainly not what investors would expect from a &#39;growth&#39; company such as Palantir, and it&#39;s part of the reason why shares cratered after its Q2 earnings report.<img src=\"https://static.tigerbbs.com/92ad77070af619595a6d91bb45befbd3\" tg-width=\"640\" tg-height=\"377\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha / Palantir / Author&#39;s Work</p><p>As mentioned, Palantir&#39;s revenue from quarter-to-quarter can be quite lumpy due to the nature of its large, government contracts, and this is part of the reason why the Q3 revenue guidance was so poor, as Chief Legal and Business Affairs Officer Ryan Taylor outlined on the earnings call:</p><blockquote>Across government and commercial, the opportunity in front of us is enormous, which makes the revised near-term outlook, all the more disappointing. It doesn&#39;t come close to representing our ambition and the opportunity before us.</blockquote><blockquote>While the timing of large contracts in government can be frustrating, the underlying requirements and needs are enduring. It&#39;s worth noting that our revised guidance excludes any new major U.S. government awards.</blockquote><p>This volatile revenue growth is something Palantir investors have to accept (even if the market doesn&#39;t), with the understanding that as long as the business is succeeding, these fluctuations will balance out in the long-term. The problem is that it can be difficult to know whether or not the slowdown is in fact caused by contract timing, or if there are underlying problems with the business - and, frankly, only time will tell.</p><p>This uncertainty surrounding government contracts caused Palantir to lower its full year revenue guidance as well, moving from $2.004B in Q1&#39;22 to $1,900-$1,902B in Q2&#39;22. Wall Street has listened to these expectations, and expects exactly $1.9B in full year revenue for Palantir.</p><p><img src=\"https://static.tigerbbs.com/7a650ab2eb7d06ef8d029fc362db8a60\" tg-width=\"640\" tg-height=\"372\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha / Palantir / Author&#39;s Work</p><p>It&#39;s worth noting that Palantir&#39;s Q3 and full year revenue guidance excludes &#39;any new major U.S. government awards&#39;, so there is ample opportunity for Palantir to exceed analysts&#39; expectations when it reports. For example, Palantir announced at the end of September that the U.S. Army Research Lab extended its contract, with the new contract being worth up to $229m over one year - this won&#39;t materially impact Q3 results, but may well boost Palantir&#39;s outlook for Q4.</p><p>Taking a quick look at the bottom line, analysts are expecting Palantir to deliver EPS of $0.02.</p><p><img src=\"https://static.tigerbbs.com/39168228144f2fa0fa2b8bcf96832038\" tg-width=\"640\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha / Author&#39;s Work</p><p>The company missed analysts&#39; expectations on earnings in Q1 and Q2 this year, but I&#39;m not too concerned; it continues to churn out free cash flow, and it doesn&#39;t give EPS guidance anyway. It is, however, still worth watching for investors in order to gauge Palantir&#39;s cost-control ability, but there isn&#39;t anything here to worry me.</p><p>Besides the headline figures, what else should investors look at when Palantir reports?</p><h2>Key Metrics To Watch In Palantir&#39;s Q3 Earnings</h2><p>A cornerstone of my investment thesis in Palantir is the company&#39;s ability to expand beyond its government customers and into the commercial market, since I believe there is a substantially larger opportunity if it can gain commercial traction. As per the below chart, Palantir has been doing just that over the past year or two, however the sequential growth rate in Q2 of just ~10% for commercial customers indicated a sharp slowdown.</p><p><img src=\"https://static.tigerbbs.com/e72d330b4be731115685a3970d425dab\" tg-width=\"640\" tg-height=\"443\" referrerpolicy=\"no-referrer\"/></p><p>Palantir / Author&#39;s Work</p><p>On the plus side, Palantir has seen incredible momentum in the U.S. commercial market, with revenues growing 120% YoY in Q2 from $39m to $86m. This commercial momentum is what drove Palantir forward over the past year, with Q2 commercial revenues growing 46% YoY compared to just 13% growth from government revenues.</p><p><img src=\"https://static.tigerbbs.com/806a4b373255d7c1de6710947cd29999\" tg-width=\"640\" tg-height=\"397\" referrerpolicy=\"no-referrer\"/></p><p>Palantir / Author&#39;s Work</p><p>It&#39;ll be interesting to see exactly how this trend plays out in Q3, but I personally will be disappointed to see a <i>substantial</i> slowdown in commercial momentum. I understand that we&#39;re in a difficult macroeconomic environment, so I am prepared for a slight slowdown, but the above graph shows that the rapid growth in commercial revenues have been driving Palantir forwards - if this starts to falter, Q3 may not paint a pretty picture.</p><h2>Quick Take: Palantir&#39;s Core Financial Metrics</h2><p>The deceleration of Palantir&#39;s revenues is extremely apparent in the below table, with revenue over the past 12 months only growing 31% YoY compared to 41% in 2021. On the plus side, Palantir&#39;s insane EBIT margins in 2020 of -107% have improved greatly, and are now just -13% over the past 12 months; which remains a substantial improvement from the -27% in 2021.</p><p><img src=\"https://static.tigerbbs.com/81824af966d22903a89b862fa189f212\" tg-width=\"640\" tg-height=\"385\" referrerpolicy=\"no-referrer\"/></p><p>Author&#39;s Work</p><p>The company continues to have an extremely strong balance sheet, with net cash of almost $2.5 billion, and remains free cash flow positive - so, no risk of Palantir running into financial difficulties any time soon. Stock-based compensation as a percentage of the total gross profit has also declined rapidly (phew!), although it still accounts for a whopping 47% of gross profits over the past 12 months.</p><p>Taking a look at the quarterly metrics below should give investors more of an indication of Palantir&#39;s current direction, but I&#39;ll do a very quick summary.</p><p><img src=\"https://static.tigerbbs.com/4a1cc6fa56c3e2ce9805a951d80bc244\" tg-width=\"640\" tg-height=\"482\" referrerpolicy=\"no-referrer\"/></p><p>Author&#39;s Work</p><p><b>The good:</b> consistently strong gross profit margins, negative EBIT margins down into the single digits, balance sheet remains extremely strong, and stock-based compensation is consistently falling.</p><p><b>The bad:</b> revenue growth is declining rapidly (and Q3 guidance implies that this decline will continue), and free cash flow margins are worsening, at least in part due to the declining revenue growth.</p><p>If you take out the sharp revenue decline, then I would say that Palantir&#39;s financials are heading in the right direction fast. The main issue is that Palantir is a growth story, and so investors cannot ignore the slowing revenue growth; so, investors will be hoping that Q3 shows signs of continuing commercial momentum, and perhaps more optimism on the government side than management alluded to in Q2.</p><h2>PLTR Stock Valuation</h2><p>As with all high growth, disruptive companies, valuation is tough. I believe that my approach will give me an idea about whether Palantir is insanely overvalued or undervalued, but valuation is the final thing I look at - the quality of the business itself is far more important in the long run.</p><p><img src=\"https://static.tigerbbs.com/224891557cdce5bb3f22406e67e196c9\" tg-width=\"640\" tg-height=\"856\" referrerpolicy=\"no-referrer\"/></p><p>Author&#39;s Work</p><p>I have kept my model virtually the same as in my previous article, with a few slight tweaks to the 2026 FCF / EV multiple in order to be a bit more conservative in my base and bear case scenarios.</p><p>Put that all together, and I can see Palantir shares achieving a CAGR of 6%, 21%, and 37% in my respective bear, base, and bull case scenarios. Whilst it has been a tough year for the business, if it achieves its frequently stated aim of &#39;at least 30% annual revenue growth through to 2025&#39;, then the current share price appears to be very attractive.</p><h2>Bottom Line</h2><p>Q3 earnings will be crucial for Palantir, because there are plenty of yellow flags that could turn into red flags, such as slowing commercial customer acquisition and the sharp decline in revenue growth. I will cut the company some slack due to the difficult macroeconomic environment, since cost-cutting companies may not be willing to undertake large transformational projects until there is more certainty in the economy.</p><p>Yet investors can also find plenty of reasons to be optimistic, not least because Palantir was recently named as a leader in the Forrester Wave Report for AI / ML Platforms - ahead of the likes of <a href=\"https://laohu8.com/S/IBM\">IBM</a> (IBM), Google (GOOGL) (GOOG), Amazon&#39;s AWS (AMZN), and Microsoft (MSFT). This should give investors some comfort in the quality of Palantir&#39;s platform, and I believe that when organizations are looking to undergo this level of transformation, they would prefer to go with the best offering out there.</p><p><img src=\"https://static.tigerbbs.com/4ca705fb6608304cc93a42d51b62ab24\" tg-width=\"640\" tg-height=\"755\" referrerpolicy=\"no-referrer\"/></p><p>Forrester Wave</p><p>Personally, I remain cautiously optimistic about Palantir. The company is very well set up for a decade of success, even if it is currently hitting some bumps in the road (that are at least partially macro-induced). It has a stellar balance sheet, is free cash flow positive, has an industry leading product in a growing market with tons of optionality, and the current share price is very attractive.</p><p>Given all this, I will reiterate my previous &#39;Buy&#39; rating on Palantir shares, and look forward to hearing management&#39;s latest update on the business when Q3 earnings come round next week.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: A Bargain Heading Into Q3 Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: A Bargain Heading Into Q3 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-02 21:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4551443-palantir-a-bargain-heading-into-q3-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir is helping organizations all over the world make sense of their data.Although it used to predominantly serve governments, Palantir has been growing rapidly with its commercial ...</p>\n\n<a href=\"https://seekingalpha.com/article/4551443-palantir-a-bargain-heading-into-q3-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4551443-palantir-a-bargain-heading-into-q3-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2280310626","content_text":"SummaryPalantir is helping organizations all over the world make sense of their data.Although it used to predominantly serve governments, Palantir has been growing rapidly with its commercial customers.The company disappointed investors in August with its Q2 results, offering extremely soft Q3 revenue guidance.Shares responded by cratering 15%, but there is now too much negativity priced into Palantir shares.So, will Q3 provide any positive catalysts for investors? Let's take a look.Investment ThesisPalantir (NYSE:PLTR) is a leading software company helping organizations to make sense of the massive amounts of data they ingest on a daily basis - transforming this from billions of data points into actionable information. It started off predominantly by serving governments, but in recent years Palantir has been expanding rapidly into the commercial market, opening up a much larger opportunity.My investment thesis for Palantir is the following: the amount of data that businesses have to work with is only going to increase exponentially, and they need a way of coping with this data and making use of it - this is where Palantir comes in. I want to see continued expansion within commercial customers, a strong dollar-based retention rate implying high switching costs, and continued execution of Palantir's 'land and expand' strategy, as well as margins improving over the long term.Unfortunately for Palantir shareholders, 2022 has been a pretty painful year so far. The company underwhelmed investors with its Q2 earnings report, offering up extremely soft Q3 guidance and reducing its full year revenue outlook. Shares reacted by falling 15%, compounding on the misery that shareholders have been feeling all year after seeing the stock tumble 65% in the last twelve months.Data by YChartsYet the long-term thesis for Palantir remains very much intact. It's also worth remembering that the contracts Palantir signs with its customers are pretty huge, so the timing of these contracts can cause revenue to be quite lumpy on a quarter-to-quarter basis, which goes some way to explaining the slowdown in management's Q3 guidance.A few months have passed and Palantir's Q3 results are just around the corner. The question is whether or not investors will be in for more pain, or if expectations have got so low for Palantir's results that the slightest bit of good news will be met with positivity from Wall Street? Let's see at what investors should look out for when Palantir reports next week.Latest ExpectationsPalantir is set to report its Q3 earnings on Monday, November 7, before the market opens, and there are several key items that investors should keep their eyes on.Starting with the headline numbers, analysts are expecting Q3 revenue of ~$475m, representing YoY growth of 21.1%. This expectation is at the top end of management's guidance of $474-$475m. As the graph below shows, Q3 revenue of $475m would represent virtually zero sequential growth from Q2 to Q3, with revenue increasing by only 0.4% - this is certainly not what investors would expect from a 'growth' company such as Palantir, and it's part of the reason why shares cratered after its Q2 earnings report.Seeking Alpha / Palantir / Author's WorkAs mentioned, Palantir's revenue from quarter-to-quarter can be quite lumpy due to the nature of its large, government contracts, and this is part of the reason why the Q3 revenue guidance was so poor, as Chief Legal and Business Affairs Officer Ryan Taylor outlined on the earnings call:Across government and commercial, the opportunity in front of us is enormous, which makes the revised near-term outlook, all the more disappointing. It doesn't come close to representing our ambition and the opportunity before us.While the timing of large contracts in government can be frustrating, the underlying requirements and needs are enduring. It's worth noting that our revised guidance excludes any new major U.S. government awards.This volatile revenue growth is something Palantir investors have to accept (even if the market doesn't), with the understanding that as long as the business is succeeding, these fluctuations will balance out in the long-term. The problem is that it can be difficult to know whether or not the slowdown is in fact caused by contract timing, or if there are underlying problems with the business - and, frankly, only time will tell.This uncertainty surrounding government contracts caused Palantir to lower its full year revenue guidance as well, moving from $2.004B in Q1'22 to $1,900-$1,902B in Q2'22. Wall Street has listened to these expectations, and expects exactly $1.9B in full year revenue for Palantir.Seeking Alpha / Palantir / Author's WorkIt's worth noting that Palantir's Q3 and full year revenue guidance excludes 'any new major U.S. government awards', so there is ample opportunity for Palantir to exceed analysts' expectations when it reports. For example, Palantir announced at the end of September that the U.S. Army Research Lab extended its contract, with the new contract being worth up to $229m over one year - this won't materially impact Q3 results, but may well boost Palantir's outlook for Q4.Taking a quick look at the bottom line, analysts are expecting Palantir to deliver EPS of $0.02.Seeking Alpha / Author's WorkThe company missed analysts' expectations on earnings in Q1 and Q2 this year, but I'm not too concerned; it continues to churn out free cash flow, and it doesn't give EPS guidance anyway. It is, however, still worth watching for investors in order to gauge Palantir's cost-control ability, but there isn't anything here to worry me.Besides the headline figures, what else should investors look at when Palantir reports?Key Metrics To Watch In Palantir's Q3 EarningsA cornerstone of my investment thesis in Palantir is the company's ability to expand beyond its government customers and into the commercial market, since I believe there is a substantially larger opportunity if it can gain commercial traction. As per the below chart, Palantir has been doing just that over the past year or two, however the sequential growth rate in Q2 of just ~10% for commercial customers indicated a sharp slowdown.Palantir / Author's WorkOn the plus side, Palantir has seen incredible momentum in the U.S. commercial market, with revenues growing 120% YoY in Q2 from $39m to $86m. This commercial momentum is what drove Palantir forward over the past year, with Q2 commercial revenues growing 46% YoY compared to just 13% growth from government revenues.Palantir / Author's WorkIt'll be interesting to see exactly how this trend plays out in Q3, but I personally will be disappointed to see a substantial slowdown in commercial momentum. I understand that we're in a difficult macroeconomic environment, so I am prepared for a slight slowdown, but the above graph shows that the rapid growth in commercial revenues have been driving Palantir forwards - if this starts to falter, Q3 may not paint a pretty picture.Quick Take: Palantir's Core Financial MetricsThe deceleration of Palantir's revenues is extremely apparent in the below table, with revenue over the past 12 months only growing 31% YoY compared to 41% in 2021. On the plus side, Palantir's insane EBIT margins in 2020 of -107% have improved greatly, and are now just -13% over the past 12 months; which remains a substantial improvement from the -27% in 2021.Author's WorkThe company continues to have an extremely strong balance sheet, with net cash of almost $2.5 billion, and remains free cash flow positive - so, no risk of Palantir running into financial difficulties any time soon. Stock-based compensation as a percentage of the total gross profit has also declined rapidly (phew!), although it still accounts for a whopping 47% of gross profits over the past 12 months.Taking a look at the quarterly metrics below should give investors more of an indication of Palantir's current direction, but I'll do a very quick summary.Author's WorkThe good: consistently strong gross profit margins, negative EBIT margins down into the single digits, balance sheet remains extremely strong, and stock-based compensation is consistently falling.The bad: revenue growth is declining rapidly (and Q3 guidance implies that this decline will continue), and free cash flow margins are worsening, at least in part due to the declining revenue growth.If you take out the sharp revenue decline, then I would say that Palantir's financials are heading in the right direction fast. The main issue is that Palantir is a growth story, and so investors cannot ignore the slowing revenue growth; so, investors will be hoping that Q3 shows signs of continuing commercial momentum, and perhaps more optimism on the government side than management alluded to in Q2.PLTR Stock ValuationAs with all high growth, disruptive companies, valuation is tough. I believe that my approach will give me an idea about whether Palantir is insanely overvalued or undervalued, but valuation is the final thing I look at - the quality of the business itself is far more important in the long run.Author's WorkI have kept my model virtually the same as in my previous article, with a few slight tweaks to the 2026 FCF / EV multiple in order to be a bit more conservative in my base and bear case scenarios.Put that all together, and I can see Palantir shares achieving a CAGR of 6%, 21%, and 37% in my respective bear, base, and bull case scenarios. Whilst it has been a tough year for the business, if it achieves its frequently stated aim of 'at least 30% annual revenue growth through to 2025', then the current share price appears to be very attractive.Bottom LineQ3 earnings will be crucial for Palantir, because there are plenty of yellow flags that could turn into red flags, such as slowing commercial customer acquisition and the sharp decline in revenue growth. I will cut the company some slack due to the difficult macroeconomic environment, since cost-cutting companies may not be willing to undertake large transformational projects until there is more certainty in the economy.Yet investors can also find plenty of reasons to be optimistic, not least because Palantir was recently named as a leader in the Forrester Wave Report for AI / ML Platforms - ahead of the likes of IBM (IBM), Google (GOOGL) (GOOG), Amazon's AWS (AMZN), and Microsoft (MSFT). This should give investors some comfort in the quality of Palantir's platform, and I believe that when organizations are looking to undergo this level of transformation, they would prefer to go with the best offering out there.Forrester WavePersonally, I remain cautiously optimistic about Palantir. The company is very well set up for a decade of success, even if it is currently hitting some bumps in the road (that are at least partially macro-induced). It has a stellar balance sheet, is free cash flow positive, has an industry leading product in a growing market with tons of optionality, and the current share price is very attractive.Given all this, I will reiterate my previous 'Buy' rating on Palantir shares, and look forward to hearing management's latest update on the business when Q3 earnings come round next week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982224286,"gmtCreate":1667190832745,"gmtModify":1676537874400,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982224286","repostId":"9982616114","repostType":1,"repost":{"id":9982616114,"gmtCreate":1667173857338,"gmtModify":1676537869553,"author":{"id":"9000000000000578","authorId":"9000000000000578","name":"MoneyManagement","avatar":"https://community-static.tradeup.com/news/d0e78c6c413d362ebb830f1d3ff7a19e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000578","authorIdStr":"9000000000000578"},"themes":[],"htmlText":"\n \n \n  META PLATFORMS DISASTER?! IS IT THE END of META Stock? NOT SO FAST...\n \n","listText":"META PLATFORMS DISASTER?! IS IT THE END of META Stock? NOT SO FAST...","text":"META PLATFORMS DISASTER?! IS IT THE END of META Stock? NOT SO FAST...","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982616114","isVote":1,"tweetType":2,"object":{"id":"36840978326342caaa097142f8e7b105","tweetId":"9982616114","title":"META PLATFORMS DISASTER?! IS IT THE END of META Stock? NOT SO FAST...","videoUrl":"http://v.tigerbbs.com/16671738530127b0cb2b2a16ae01ec61082655e119145.mp4","poster":"https://static.tigerbbs.com/8384cf72bc777b3fcc4bc6577ef810b0","shareLink":"http://v.tigerbbs.com/16671738530127b0cb2b2a16ae01ec61082655e119145.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982892876,"gmtCreate":1667139903195,"gmtModify":1676537866040,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"themes":[],"htmlText":"Gone","listText":"Gone","text":"Gone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982892876","isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989891416,"gmtCreate":1665965538736,"gmtModify":1676537683620,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989891416","repostId":"9989890691","repostType":1,"repost":{"id":9989890691,"gmtCreate":1665965263414,"gmtModify":1676537683533,"author":{"id":"4096093486770560","authorId":"4096093486770560","name":"highhand","avatar":"https://community-static.tradeup.com/news/200574f2d0554f4c05c65c156ddc6e73","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096093486770560","authorIdStr":"4096093486770560"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a><v-v data-views=\"0\"></v-v> TSM is the world's leading foundry in terms of market share (about 55%).&nbsp; The most advanced semiconductor chips are manufactured there. The latest 3 nanometre technology node chip production will start later this year. TSM&nbsp;posted Q3&nbsp;earnings report on 13 Oct. Its revenue rose 36% year over year to $20.23 billion, beating analysts' estimates by $1.14 billion. Its earnings per share&nbsp;grew 66% to $1.79&nbsp;and topped the consensus forecast by $0.11. Is everything rosy? Well not quite, I guess. Semiconductor foundries&nbsp;and even semiconductor equipment manufacturers are upstream in the supply chain. As demand for consumer devices, like PCs, laptops and mobiles dr","listText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a><v-v data-views=\"0\"></v-v> TSM is the world's leading foundry in terms of market share (about 55%).&nbsp; The most advanced semiconductor chips are manufactured there. The latest 3 nanometre technology node chip production will start later this year. TSM&nbsp;posted Q3&nbsp;earnings report on 13 Oct. Its revenue rose 36% year over year to $20.23 billion, beating analysts' estimates by $1.14 billion. Its earnings per share&nbsp;grew 66% to $1.79&nbsp;and topped the consensus forecast by $0.11. Is everything rosy? Well not quite, I guess. Semiconductor foundries&nbsp;and even semiconductor equipment manufacturers are upstream in the supply chain. As demand for consumer devices, like PCs, laptops and mobiles dr","text":"$Taiwan Semiconductor Manufacturing(TSM)$ TSM is the world's leading foundry in terms of market share (about 55%). The most advanced semiconductor chips are manufactured there. The latest 3 nanometre technology node chip production will start later this year. TSM posted Q3 earnings report on 13 Oct. Its revenue rose 36% year over year to $20.23 billion, beating analysts' estimates by $1.14 billion. Its earnings per share grew 66% to $1.79 and topped the consensus forecast by $0.11. Is everything rosy? Well not quite, I guess. Semiconductor foundries and even semiconductor equipment manufacturers are upstream in the supply chain. As demand for consumer devices, like PCs, laptops and mobiles dr","images":[{"img":"https://community-static.tradeup.com/news/8d2a67bab350f78c90179e2107ce8183","width":"2400","height":"1080"}],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989890691","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913984599,"gmtCreate":1663897261711,"gmtModify":1676537358547,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913984599","repostId":"1152785107","repostType":2,"repost":{"id":"1152785107","kind":"news","pubTimestamp":1663860360,"share":"https://ttm.financial/m/news/1152785107?lang=&edition=fundamental","pubTime":"2022-09-22 23:26","market":"us","language":"en","title":"The SPY Game - Or How I Stopped Worrying And Learned To Look Up","url":"https://stock-news.laohu8.com/highlight/detail?id=1152785107","media":"Seeking Alpha","summary":"SummaryWhile fear abounds, while the market dumps after the FOMC print and subsequent speech, while ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>While fear abounds, while the market dumps after the FOMC print and subsequent speech, while everything you know seems wrong?  The market is holding up well over the June lows.</li><li>We believe SPY remains on course to make new all-time highs in the coming year or so.</li><li>Our evidence for this?  Basic pattern recognition coupled with a high-octane dose of cynicism.</li></ul><p><i>DISCLAIMER: This note is intended for US recipients only and, in particular, is not directed at, nor intended to be relied upon by any UK recipients. Any information or analysis in this note is not an offer to sell or the solicitation of an offer</i> <i>to buy any securities. Nothing in this note is intended to be investment advice and nor should it be relied upon to make investment decisions. Cestrian Capital Research, Inc., its employees, agents or affiliates, including the author of this note, or related persons, may have a position in any stocks, security, or financial instrument referenced in this note. Any opinions, analyses, or probabilities expressed in this note are those of the author as of the note&#39;s date of publication and are subject to change without notice. Companies referenced in this note or their employees or affiliates may be customers of Cestrian Capital Research, Inc. Cestrian Capital Research, Inc. values both its independence and transparency and does not believe that this presents a material potential conflict of interest or impacts the content of its research or publications.</i></p><p>It&#39;s Not Going To Zero. Really It Isn&#39;t.</p><p>As everyone knows the whole market is going to zero, fast, or if not zero then maybe 3000 on the S&amp;P and 10000 on the Nasdaq or whatever. The just desserts of an economy over-fattened by Fed helicopter money with a workforce that would rather buy-pumpkin-spice-latte-pay-later-when-mom-lends-me-the-money than get down to a hard day&#39;s work from dawn to dusk. The decadence of the end of empire. America the Great is Finished. Finished, I tell you!</p><p>This garbage is all over FinTwit right now and in truth it&#39;s not worth reading. The market will go up or it will go down but it has nothing to do with whether Chad makes his Klarna payment or not. It has to do with the institutional dynamic of moving money around in order to generate gains whether the weather be good or whether the weather be bad. And no more so than around key dates such as quarterly options expiry and FOMC prints.</p><p><b>Let&#39;s Talk About SPY</b></p><p>OK folks, let&#39;s just take a step back and zoom out onNYSEARCA:SPY. Using absolutely standard technical analysis pattern-recognition tools (we like the Elliott Wave / Fibonacci method, but, other methods also are available) we can say that in the larger degree, SPY has been carving out a 5-wave up cycle since its 2015 lows. Like this</p><p><img src=\"https://static.tigerbbs.com/ca80a46b6ff8f158873974f116b4ad7f\" tg-width=\"640\" tg-height=\"315\" referrerpolicy=\"no-referrer\"/></p><p>SPY Chart I(TrendSpider, Cestrian Analysis)</p><p>Wave 1 moves up from the 2015 lows to the 2019 high, adding around $158/share on the way up.</p><p>Wave 2 moves from the pre-Covid high to the crisis low, in a Yikes Cat type move as befits a Wave 2, troughs at the 0.786 retrace for a $122/share correction.</p><p>Then Wave 3, adding $283/share to peak a little above the 1.618 extension of Wave 1 (the share price movement in W1 multiplied by 1.618 and placed at the Wave 2 low), right at the end of 2021.</p><p>And along comes the will-it-ever-end Wave 4 selloff of 2022 which despite the apparent unrelented selling - just ask anyone on FinTwit, they&#39;ll tell you! - troughed in June at between the 0.5 and 0.618 retrace of that big Wave 3 high.</p><p>So now the standard Elliott Wave pattern tells us that SPY can make a new high in a final Wave 5 up, peaking sometime in 2023 most likely. A minimum target of $480 or better, enough to just peak above that Wave 3 high.</p><p>Yes, we&#39;re saying SPY can climb to never-before-conquered levels despite inflation and recession and 75bps and labor market and blah. Why? Because SPY has traded <i>so</i> well to this standard pattern for so long that we believe it more likely than not that it sees the pattern through to the end.</p><p>But don&#39;t take our word for it. Let&#39;s zoom in. As you know, if SPY has commenced its climb up from the June lows towards its final resting place in the sky, it ought to be showing wave progress in the smaller degree too.</p><p>And is it ever. Today&#39;s close was actually funny, so perfectly did the ETF kiss the 0.618 retraces of Wave 3 on the way up then the 0.786 retrace on the way down. But even after this dump the stock remains perfectly positioned to move up. This is the Wave 1 and Wave 2 in the smaller degree up off of the June lows. That is one picture-perfect Wave 2 low right there. We shall see what happens but to us that&#39;s thus far confirming evidence that SPY will be moving up.</p><p><img src=\"https://static.tigerbbs.com/65bfa539e75474ecde04800d17b63585\" tg-width=\"640\" tg-height=\"321\" referrerpolicy=\"no-referrer\"/></p><p>SPY Chart II(TrendSpider, Cestrian Analysis)</p><p><b>What The Fed Is Going On Then?</b></p><p>Today was a very strange day if you look closely. The index ETFs SPY and QQQ both did exactly the same thing - the two charts above are in essence carbon copies whether you look at the QQQ or the SPY. Up then down, to close down, at a level suggesting that the next big move is up. But still bright red on the day.</p><p>Whereas ostensibly more scary stocks like Cloudflare (NET), Palantir (PLTR), DataDog (DDOG) and so on - were ...<i>up</i>? Huh?</p><p>We may be able to shed some light on this. Now, we hate to come over all FinTwit once more and be shouting about <i>manipulation</i> and so forth. Because that&#39;s just naive. In the Great Online Game of traded securities, the game is in fact that all the other players are trying to take all your money off of you. That is Rule 1. The basic rule. The constitution upon which all other rules are founded. And further, while we don&#39;t doubt that there are some bad apples in the virtual Big Apple that&#39;s rather quaintly still referred to as The Street, most times Big Money is just doing its job which is, being good at taking money off of Chad and not letting Chad take money off of it, or at least not for very long.</p><p>You see in the index ETFs there&#39;s a hugely powerful force at work - not Jerome Powell, not Redditors, but the options market. The capital sloshing around in options way exceeds the capital in equities, and as a result it&#39;s to some degree true that options are the primary security class, equities the derivatives. As a simple illustration, here you can see how the major reversal points in SPY in recent years have coincided with major options expiry dates.</p><p><img src=\"https://static.tigerbbs.com/3f1de0c0082c1ca0ce7a2e248d7d64ef\" tg-width=\"640\" tg-height=\"320\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Chart III(TrendSpider, Cestrian Analysis)</p><p>Options markets love FOMC days because the emotion - the volatility - is running high. And you have a wall of capital in SPY and QQQ puts and calls sat driving the ETF stocks around all day. It&#39;s no surprise on that basis that the closing price - the place where the option probability surface collapses to a singularity - hit a key technical level in both the SPY and the QQQ with such precision. Now, if you want to go deeper into the options-are-primary, stocks-are-derivatives rabbit hole - and it&#39;s a doozy - we suggest you take a look at our friends over at SpotGamma who are expert on the topic. For us, we&#39;ll just observe that the wall of option money pushing the ETFs around is not in place at scary high-beta names such as NET or PLTR and so on. So the market reaction today may look like genuine fear, but it isn&#39;t. Because if it was widespread genuine fear, all these high beta names would be getting dumped. And they&#39;re not.</p><p>So we say: SPY is setting up in a smaller degree 1,2 for a smaller degree 3 which will represent a material push up toward that new all time high. We think the next big move for SPY is, up, and we think the June low was the low for the Wave 4 just passed. You&#39;ll know soon enough if we&#39;re right or wrong. If right, SPY won&#39;t spend long at the $377 zip code but will instead move up and out; if wrong, SPY will plunge down through that $377 level to continue the larger-degree Wave 4 down. This will happen soon, either way.</p><p>For now we remain bullish on SPY and assign an Accumulate rating to the name.</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>The SPY Game - Or How I Stopped Worrying And Learned To Look Up</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 SPY Game - Or How I Stopped Worrying And Learned To Look Up\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-22 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4542378-spy-stop-worrying-learn-to-look-up><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWhile fear abounds, while the market dumps after the FOMC print and subsequent speech, while everything you know seems wrong?  The market is holding up well over the June lows.We believe SPY ...</p>\n\n<a href=\"https://seekingalpha.com/article/4542378-spy-stop-worrying-learn-to-look-up\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4542378-spy-stop-worrying-learn-to-look-up","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152785107","content_text":"SummaryWhile fear abounds, while the market dumps after the FOMC print and subsequent speech, while everything you know seems wrong?  The market is holding up well over the June lows.We believe SPY remains on course to make new all-time highs in the coming year or so.Our evidence for this?  Basic pattern recognition coupled with a high-octane dose of cynicism.DISCLAIMER: This note is intended for US recipients only and, in particular, is not directed at, nor intended to be relied upon by any UK recipients. Any information or analysis in this note is not an offer to sell or the solicitation of an offer to buy any securities. Nothing in this note is intended to be investment advice and nor should it be relied upon to make investment decisions. Cestrian Capital Research, Inc., its employees, agents or affiliates, including the author of this note, or related persons, may have a position in any stocks, security, or financial instrument referenced in this note. Any opinions, analyses, or probabilities expressed in this note are those of the author as of the note's date of publication and are subject to change without notice. Companies referenced in this note or their employees or affiliates may be customers of Cestrian Capital Research, Inc. Cestrian Capital Research, Inc. values both its independence and transparency and does not believe that this presents a material potential conflict of interest or impacts the content of its research or publications.It's Not Going To Zero. Really It Isn't.As everyone knows the whole market is going to zero, fast, or if not zero then maybe 3000 on the S&P and 10000 on the Nasdaq or whatever. The just desserts of an economy over-fattened by Fed helicopter money with a workforce that would rather buy-pumpkin-spice-latte-pay-later-when-mom-lends-me-the-money than get down to a hard day's work from dawn to dusk. The decadence of the end of empire. America the Great is Finished. Finished, I tell you!This garbage is all over FinTwit right now and in truth it's not worth reading. The market will go up or it will go down but it has nothing to do with whether Chad makes his Klarna payment or not. It has to do with the institutional dynamic of moving money around in order to generate gains whether the weather be good or whether the weather be bad. And no more so than around key dates such as quarterly options expiry and FOMC prints.Let's Talk About SPYOK folks, let's just take a step back and zoom out onNYSEARCA:SPY. Using absolutely standard technical analysis pattern-recognition tools (we like the Elliott Wave / Fibonacci method, but, other methods also are available) we can say that in the larger degree, SPY has been carving out a 5-wave up cycle since its 2015 lows. Like thisSPY Chart I(TrendSpider, Cestrian Analysis)Wave 1 moves up from the 2015 lows to the 2019 high, adding around $158/share on the way up.Wave 2 moves from the pre-Covid high to the crisis low, in a Yikes Cat type move as befits a Wave 2, troughs at the 0.786 retrace for a $122/share correction.Then Wave 3, adding $283/share to peak a little above the 1.618 extension of Wave 1 (the share price movement in W1 multiplied by 1.618 and placed at the Wave 2 low), right at the end of 2021.And along comes the will-it-ever-end Wave 4 selloff of 2022 which despite the apparent unrelented selling - just ask anyone on FinTwit, they'll tell you! - troughed in June at between the 0.5 and 0.618 retrace of that big Wave 3 high.So now the standard Elliott Wave pattern tells us that SPY can make a new high in a final Wave 5 up, peaking sometime in 2023 most likely. A minimum target of $480 or better, enough to just peak above that Wave 3 high.Yes, we're saying SPY can climb to never-before-conquered levels despite inflation and recession and 75bps and labor market and blah. Why? Because SPY has traded so well to this standard pattern for so long that we believe it more likely than not that it sees the pattern through to the end.But don't take our word for it. Let's zoom in. As you know, if SPY has commenced its climb up from the June lows towards its final resting place in the sky, it ought to be showing wave progress in the smaller degree too.And is it ever. Today's close was actually funny, so perfectly did the ETF kiss the 0.618 retraces of Wave 3 on the way up then the 0.786 retrace on the way down. But even after this dump the stock remains perfectly positioned to move up. This is the Wave 1 and Wave 2 in the smaller degree up off of the June lows. That is one picture-perfect Wave 2 low right there. We shall see what happens but to us that's thus far confirming evidence that SPY will be moving up.SPY Chart II(TrendSpider, Cestrian Analysis)What The Fed Is Going On Then?Today was a very strange day if you look closely. The index ETFs SPY and QQQ both did exactly the same thing - the two charts above are in essence carbon copies whether you look at the QQQ or the SPY. Up then down, to close down, at a level suggesting that the next big move is up. But still bright red on the day.Whereas ostensibly more scary stocks like Cloudflare (NET), Palantir (PLTR), DataDog (DDOG) and so on - were ...up? Huh?We may be able to shed some light on this. Now, we hate to come over all FinTwit once more and be shouting about manipulation and so forth. Because that's just naive. In the Great Online Game of traded securities, the game is in fact that all the other players are trying to take all your money off of you. That is Rule 1. The basic rule. The constitution upon which all other rules are founded. And further, while we don't doubt that there are some bad apples in the virtual Big Apple that's rather quaintly still referred to as The Street, most times Big Money is just doing its job which is, being good at taking money off of Chad and not letting Chad take money off of it, or at least not for very long.You see in the index ETFs there's a hugely powerful force at work - not Jerome Powell, not Redditors, but the options market. The capital sloshing around in options way exceeds the capital in equities, and as a result it's to some degree true that options are the primary security class, equities the derivatives. As a simple illustration, here you can see how the major reversal points in SPY in recent years have coincided with major options expiry dates.S&P Chart III(TrendSpider, Cestrian Analysis)Options markets love FOMC days because the emotion - the volatility - is running high. And you have a wall of capital in SPY and QQQ puts and calls sat driving the ETF stocks around all day. It's no surprise on that basis that the closing price - the place where the option probability surface collapses to a singularity - hit a key technical level in both the SPY and the QQQ with such precision. Now, if you want to go deeper into the options-are-primary, stocks-are-derivatives rabbit hole - and it's a doozy - we suggest you take a look at our friends over at SpotGamma who are expert on the topic. For us, we'll just observe that the wall of option money pushing the ETFs around is not in place at scary high-beta names such as NET or PLTR and so on. So the market reaction today may look like genuine fear, but it isn't. Because if it was widespread genuine fear, all these high beta names would be getting dumped. And they're not.So we say: SPY is setting up in a smaller degree 1,2 for a smaller degree 3 which will represent a material push up toward that new all time high. We think the next big move for SPY is, up, and we think the June low was the low for the Wave 4 just passed. You'll know soon enough if we're right or wrong. If right, SPY won't spend long at the $377 zip code but will instead move up and out; if wrong, SPY will plunge down through that $377 level to continue the larger-degree Wave 4 down. This will happen soon, either way.For now we remain bullish on SPY and assign an Accumulate rating to the name.","news_type":1},"isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913984138,"gmtCreate":1663897252725,"gmtModify":1676537358536,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913984138","repostId":"1152785107","repostType":2,"repost":{"id":"1152785107","kind":"news","pubTimestamp":1663860360,"share":"https://ttm.financial/m/news/1152785107?lang=&edition=fundamental","pubTime":"2022-09-22 23:26","market":"us","language":"en","title":"The SPY Game - Or How I Stopped Worrying And Learned To Look Up","url":"https://stock-news.laohu8.com/highlight/detail?id=1152785107","media":"Seeking Alpha","summary":"SummaryWhile fear abounds, while the market dumps after the FOMC print and subsequent speech, while ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>While fear abounds, while the market dumps after the FOMC print and subsequent speech, while everything you know seems wrong?  The market is holding up well over the June lows.</li><li>We believe SPY remains on course to make new all-time highs in the coming year or so.</li><li>Our evidence for this?  Basic pattern recognition coupled with a high-octane dose of cynicism.</li></ul><p><i>DISCLAIMER: This note is intended for US recipients only and, in particular, is not directed at, nor intended to be relied upon by any UK recipients. Any information or analysis in this note is not an offer to sell or the solicitation of an offer</i> <i>to buy any securities. Nothing in this note is intended to be investment advice and nor should it be relied upon to make investment decisions. Cestrian Capital Research, Inc., its employees, agents or affiliates, including the author of this note, or related persons, may have a position in any stocks, security, or financial instrument referenced in this note. Any opinions, analyses, or probabilities expressed in this note are those of the author as of the note&#39;s date of publication and are subject to change without notice. Companies referenced in this note or their employees or affiliates may be customers of Cestrian Capital Research, Inc. Cestrian Capital Research, Inc. values both its independence and transparency and does not believe that this presents a material potential conflict of interest or impacts the content of its research or publications.</i></p><p>It&#39;s Not Going To Zero. Really It Isn&#39;t.</p><p>As everyone knows the whole market is going to zero, fast, or if not zero then maybe 3000 on the S&amp;P and 10000 on the Nasdaq or whatever. The just desserts of an economy over-fattened by Fed helicopter money with a workforce that would rather buy-pumpkin-spice-latte-pay-later-when-mom-lends-me-the-money than get down to a hard day&#39;s work from dawn to dusk. The decadence of the end of empire. America the Great is Finished. Finished, I tell you!</p><p>This garbage is all over FinTwit right now and in truth it&#39;s not worth reading. The market will go up or it will go down but it has nothing to do with whether Chad makes his Klarna payment or not. It has to do with the institutional dynamic of moving money around in order to generate gains whether the weather be good or whether the weather be bad. And no more so than around key dates such as quarterly options expiry and FOMC prints.</p><p><b>Let&#39;s Talk About SPY</b></p><p>OK folks, let&#39;s just take a step back and zoom out onNYSEARCA:SPY. Using absolutely standard technical analysis pattern-recognition tools (we like the Elliott Wave / Fibonacci method, but, other methods also are available) we can say that in the larger degree, SPY has been carving out a 5-wave up cycle since its 2015 lows. Like this</p><p><img src=\"https://static.tigerbbs.com/ca80a46b6ff8f158873974f116b4ad7f\" tg-width=\"640\" tg-height=\"315\" referrerpolicy=\"no-referrer\"/></p><p>SPY Chart I(TrendSpider, Cestrian Analysis)</p><p>Wave 1 moves up from the 2015 lows to the 2019 high, adding around $158/share on the way up.</p><p>Wave 2 moves from the pre-Covid high to the crisis low, in a Yikes Cat type move as befits a Wave 2, troughs at the 0.786 retrace for a $122/share correction.</p><p>Then Wave 3, adding $283/share to peak a little above the 1.618 extension of Wave 1 (the share price movement in W1 multiplied by 1.618 and placed at the Wave 2 low), right at the end of 2021.</p><p>And along comes the will-it-ever-end Wave 4 selloff of 2022 which despite the apparent unrelented selling - just ask anyone on FinTwit, they&#39;ll tell you! - troughed in June at between the 0.5 and 0.618 retrace of that big Wave 3 high.</p><p>So now the standard Elliott Wave pattern tells us that SPY can make a new high in a final Wave 5 up, peaking sometime in 2023 most likely. A minimum target of $480 or better, enough to just peak above that Wave 3 high.</p><p>Yes, we&#39;re saying SPY can climb to never-before-conquered levels despite inflation and recession and 75bps and labor market and blah. Why? Because SPY has traded <i>so</i> well to this standard pattern for so long that we believe it more likely than not that it sees the pattern through to the end.</p><p>But don&#39;t take our word for it. Let&#39;s zoom in. As you know, if SPY has commenced its climb up from the June lows towards its final resting place in the sky, it ought to be showing wave progress in the smaller degree too.</p><p>And is it ever. Today&#39;s close was actually funny, so perfectly did the ETF kiss the 0.618 retraces of Wave 3 on the way up then the 0.786 retrace on the way down. But even after this dump the stock remains perfectly positioned to move up. This is the Wave 1 and Wave 2 in the smaller degree up off of the June lows. That is one picture-perfect Wave 2 low right there. We shall see what happens but to us that&#39;s thus far confirming evidence that SPY will be moving up.</p><p><img src=\"https://static.tigerbbs.com/65bfa539e75474ecde04800d17b63585\" tg-width=\"640\" tg-height=\"321\" referrerpolicy=\"no-referrer\"/></p><p>SPY Chart II(TrendSpider, Cestrian Analysis)</p><p><b>What The Fed Is Going On Then?</b></p><p>Today was a very strange day if you look closely. The index ETFs SPY and QQQ both did exactly the same thing - the two charts above are in essence carbon copies whether you look at the QQQ or the SPY. Up then down, to close down, at a level suggesting that the next big move is up. But still bright red on the day.</p><p>Whereas ostensibly more scary stocks like Cloudflare (NET), Palantir (PLTR), DataDog (DDOG) and so on - were ...<i>up</i>? Huh?</p><p>We may be able to shed some light on this. Now, we hate to come over all FinTwit once more and be shouting about <i>manipulation</i> and so forth. Because that&#39;s just naive. In the Great Online Game of traded securities, the game is in fact that all the other players are trying to take all your money off of you. That is Rule 1. The basic rule. The constitution upon which all other rules are founded. And further, while we don&#39;t doubt that there are some bad apples in the virtual Big Apple that&#39;s rather quaintly still referred to as The Street, most times Big Money is just doing its job which is, being good at taking money off of Chad and not letting Chad take money off of it, or at least not for very long.</p><p>You see in the index ETFs there&#39;s a hugely powerful force at work - not Jerome Powell, not Redditors, but the options market. The capital sloshing around in options way exceeds the capital in equities, and as a result it&#39;s to some degree true that options are the primary security class, equities the derivatives. As a simple illustration, here you can see how the major reversal points in SPY in recent years have coincided with major options expiry dates.</p><p><img src=\"https://static.tigerbbs.com/3f1de0c0082c1ca0ce7a2e248d7d64ef\" tg-width=\"640\" tg-height=\"320\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Chart III(TrendSpider, Cestrian Analysis)</p><p>Options markets love FOMC days because the emotion - the volatility - is running high. And you have a wall of capital in SPY and QQQ puts and calls sat driving the ETF stocks around all day. It&#39;s no surprise on that basis that the closing price - the place where the option probability surface collapses to a singularity - hit a key technical level in both the SPY and the QQQ with such precision. Now, if you want to go deeper into the options-are-primary, stocks-are-derivatives rabbit hole - and it&#39;s a doozy - we suggest you take a look at our friends over at SpotGamma who are expert on the topic. For us, we&#39;ll just observe that the wall of option money pushing the ETFs around is not in place at scary high-beta names such as NET or PLTR and so on. So the market reaction today may look like genuine fear, but it isn&#39;t. Because if it was widespread genuine fear, all these high beta names would be getting dumped. And they&#39;re not.</p><p>So we say: SPY is setting up in a smaller degree 1,2 for a smaller degree 3 which will represent a material push up toward that new all time high. We think the next big move for SPY is, up, and we think the June low was the low for the Wave 4 just passed. You&#39;ll know soon enough if we&#39;re right or wrong. If right, SPY won&#39;t spend long at the $377 zip code but will instead move up and out; if wrong, SPY will plunge down through that $377 level to continue the larger-degree Wave 4 down. This will happen soon, either way.</p><p>For now we remain bullish on SPY and assign an Accumulate rating to the name.</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>The SPY Game - Or How I Stopped Worrying And Learned To Look Up</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 SPY Game - Or How I Stopped Worrying And Learned To Look Up\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-22 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4542378-spy-stop-worrying-learn-to-look-up><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWhile fear abounds, while the market dumps after the FOMC print and subsequent speech, while everything you know seems wrong?  The market is holding up well over the June lows.We believe SPY ...</p>\n\n<a href=\"https://seekingalpha.com/article/4542378-spy-stop-worrying-learn-to-look-up\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4542378-spy-stop-worrying-learn-to-look-up","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152785107","content_text":"SummaryWhile fear abounds, while the market dumps after the FOMC print and subsequent speech, while everything you know seems wrong?  The market is holding up well over the June lows.We believe SPY remains on course to make new all-time highs in the coming year or so.Our evidence for this?  Basic pattern recognition coupled with a high-octane dose of cynicism.DISCLAIMER: This note is intended for US recipients only and, in particular, is not directed at, nor intended to be relied upon by any UK recipients. Any information or analysis in this note is not an offer to sell or the solicitation of an offer to buy any securities. Nothing in this note is intended to be investment advice and nor should it be relied upon to make investment decisions. Cestrian Capital Research, Inc., its employees, agents or affiliates, including the author of this note, or related persons, may have a position in any stocks, security, or financial instrument referenced in this note. Any opinions, analyses, or probabilities expressed in this note are those of the author as of the note's date of publication and are subject to change without notice. Companies referenced in this note or their employees or affiliates may be customers of Cestrian Capital Research, Inc. Cestrian Capital Research, Inc. values both its independence and transparency and does not believe that this presents a material potential conflict of interest or impacts the content of its research or publications.It's Not Going To Zero. Really It Isn't.As everyone knows the whole market is going to zero, fast, or if not zero then maybe 3000 on the S&P and 10000 on the Nasdaq or whatever. The just desserts of an economy over-fattened by Fed helicopter money with a workforce that would rather buy-pumpkin-spice-latte-pay-later-when-mom-lends-me-the-money than get down to a hard day's work from dawn to dusk. The decadence of the end of empire. America the Great is Finished. Finished, I tell you!This garbage is all over FinTwit right now and in truth it's not worth reading. The market will go up or it will go down but it has nothing to do with whether Chad makes his Klarna payment or not. It has to do with the institutional dynamic of moving money around in order to generate gains whether the weather be good or whether the weather be bad. And no more so than around key dates such as quarterly options expiry and FOMC prints.Let's Talk About SPYOK folks, let's just take a step back and zoom out onNYSEARCA:SPY. Using absolutely standard technical analysis pattern-recognition tools (we like the Elliott Wave / Fibonacci method, but, other methods also are available) we can say that in the larger degree, SPY has been carving out a 5-wave up cycle since its 2015 lows. Like thisSPY Chart I(TrendSpider, Cestrian Analysis)Wave 1 moves up from the 2015 lows to the 2019 high, adding around $158/share on the way up.Wave 2 moves from the pre-Covid high to the crisis low, in a Yikes Cat type move as befits a Wave 2, troughs at the 0.786 retrace for a $122/share correction.Then Wave 3, adding $283/share to peak a little above the 1.618 extension of Wave 1 (the share price movement in W1 multiplied by 1.618 and placed at the Wave 2 low), right at the end of 2021.And along comes the will-it-ever-end Wave 4 selloff of 2022 which despite the apparent unrelented selling - just ask anyone on FinTwit, they'll tell you! - troughed in June at between the 0.5 and 0.618 retrace of that big Wave 3 high.So now the standard Elliott Wave pattern tells us that SPY can make a new high in a final Wave 5 up, peaking sometime in 2023 most likely. A minimum target of $480 or better, enough to just peak above that Wave 3 high.Yes, we're saying SPY can climb to never-before-conquered levels despite inflation and recession and 75bps and labor market and blah. Why? Because SPY has traded so well to this standard pattern for so long that we believe it more likely than not that it sees the pattern through to the end.But don't take our word for it. Let's zoom in. As you know, if SPY has commenced its climb up from the June lows towards its final resting place in the sky, it ought to be showing wave progress in the smaller degree too.And is it ever. Today's close was actually funny, so perfectly did the ETF kiss the 0.618 retraces of Wave 3 on the way up then the 0.786 retrace on the way down. But even after this dump the stock remains perfectly positioned to move up. This is the Wave 1 and Wave 2 in the smaller degree up off of the June lows. That is one picture-perfect Wave 2 low right there. We shall see what happens but to us that's thus far confirming evidence that SPY will be moving up.SPY Chart II(TrendSpider, Cestrian Analysis)What The Fed Is Going On Then?Today was a very strange day if you look closely. The index ETFs SPY and QQQ both did exactly the same thing - the two charts above are in essence carbon copies whether you look at the QQQ or the SPY. Up then down, to close down, at a level suggesting that the next big move is up. But still bright red on the day.Whereas ostensibly more scary stocks like Cloudflare (NET), Palantir (PLTR), DataDog (DDOG) and so on - were ...up? Huh?We may be able to shed some light on this. Now, we hate to come over all FinTwit once more and be shouting about manipulation and so forth. Because that's just naive. In the Great Online Game of traded securities, the game is in fact that all the other players are trying to take all your money off of you. That is Rule 1. The basic rule. The constitution upon which all other rules are founded. And further, while we don't doubt that there are some bad apples in the virtual Big Apple that's rather quaintly still referred to as The Street, most times Big Money is just doing its job which is, being good at taking money off of Chad and not letting Chad take money off of it, or at least not for very long.You see in the index ETFs there's a hugely powerful force at work - not Jerome Powell, not Redditors, but the options market. The capital sloshing around in options way exceeds the capital in equities, and as a result it's to some degree true that options are the primary security class, equities the derivatives. As a simple illustration, here you can see how the major reversal points in SPY in recent years have coincided with major options expiry dates.S&P Chart III(TrendSpider, Cestrian Analysis)Options markets love FOMC days because the emotion - the volatility - is running high. And you have a wall of capital in SPY and QQQ puts and calls sat driving the ETF stocks around all day. It's no surprise on that basis that the closing price - the place where the option probability surface collapses to a singularity - hit a key technical level in both the SPY and the QQQ with such precision. Now, if you want to go deeper into the options-are-primary, stocks-are-derivatives rabbit hole - and it's a doozy - we suggest you take a look at our friends over at SpotGamma who are expert on the topic. For us, we'll just observe that the wall of option money pushing the ETFs around is not in place at scary high-beta names such as NET or PLTR and so on. So the market reaction today may look like genuine fear, but it isn't. Because if it was widespread genuine fear, all these high beta names would be getting dumped. And they're not.So we say: SPY is setting up in a smaller degree 1,2 for a smaller degree 3 which will represent a material push up toward that new all time high. We think the next big move for SPY is, up, and we think the June low was the low for the Wave 4 just passed. You'll know soon enough if we're right or wrong. If right, SPY won't spend long at the $377 zip code but will instead move up and out; if wrong, SPY will plunge down through that $377 level to continue the larger-degree Wave 4 down. This will happen soon, either way.For now we remain bullish on SPY and assign an Accumulate rating to the name.","news_type":1},"isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933094494,"gmtCreate":1662174989518,"gmtModify":1676537013441,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9933094494","repostId":"9933090710","repostType":1,"repost":{"id":9933090710,"gmtCreate":1662174004432,"gmtModify":1676537013228,"author":{"id":"4112142271876762","authorId":"4112142271876762","name":"tiger cub","avatar":"https://community-static.tradeup.com/news/f7538dd3f071ae7750ffbe64fdfab2d6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112142271876762","authorIdStr":"4112142271876762"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/0A5W.UK\">$C3AI INC(0A5W.UK)$</a>Amazon, Microsoft, and Alphabet Have Partnered With This AI Stock. Is It a Buy?Artificial intelligence will likely be a driving force behind productivity for companies in the future.Artificial intelligence (AI) is a rapidly advancing technology, and thanks to companies like&nbsp;C3.ai&nbsp;(AI&nbsp;-0.07%), it's gradually becoming accessible to all businesses in all industries. The company is blazing a trail in a brand-new sector it calls enterprise AI, where it sells ready-made and customizable AI applications to customers wanting to supercharge their operations.Estimates suggest that by 2030, up to 70% of all organizations will be implementing AI in one way or another, adding $13 trillion in output to the global economy. It","listText":"<a href=\"https://ttm.financial/S/0A5W.UK\">$C3AI INC(0A5W.UK)$</a>Amazon, Microsoft, and Alphabet Have Partnered With This AI Stock. Is It a Buy?Artificial intelligence will likely be a driving force behind productivity for companies in the future.Artificial intelligence (AI) is a rapidly advancing technology, and thanks to companies like&nbsp;C3.ai&nbsp;(AI&nbsp;-0.07%), it's gradually becoming accessible to all businesses in all industries. The company is blazing a trail in a brand-new sector it calls enterprise AI, where it sells ready-made and customizable AI applications to customers wanting to supercharge their operations.Estimates suggest that by 2030, up to 70% of all organizations will be implementing AI in one way or another, adding $13 trillion in output to the global economy. It","text":"$C3AI INC(0A5W.UK)$Amazon, Microsoft, and Alphabet Have Partnered With This AI Stock. Is It a Buy?Artificial intelligence will likely be a driving force behind productivity for companies in the future.Artificial intelligence (AI) is a rapidly advancing technology, and thanks to companies like C3.ai (AI -0.07%), it's gradually becoming accessible to all businesses in all industries. The company is blazing a trail in a brand-new sector it calls enterprise AI, where it sells ready-made and customizable AI applications to customers wanting to supercharge their operations.Estimates suggest that by 2030, up to 70% of all organizations will be implementing AI in one way or another, adding $13 trillion in output to the global economy. It","images":[{"img":"https://community-static.tradeup.com/news/dc63927decd15a3098303aa19d22d1f1","width":"1080","height":"1726"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9933090710","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939217412,"gmtCreate":1662115285036,"gmtModify":1676537001195,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"themes":[],"htmlText":"Hey","listText":"Hey","text":"Hey","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939217412","repostId":"9939212744","repostType":1,"repost":{"id":9939212744,"gmtCreate":1662114746089,"gmtModify":1676537001060,"author":{"id":"9000000000000667","authorId":"9000000000000667","name":"HitThatBid","avatar":"https://community-static.tradeup.com/news/e03ef31e4b1b38007de528231dbca1fb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000667","authorIdStr":"9000000000000667"},"themes":[],"title":"","htmlText":"\n \n \n  Patreon (To Join Discord) - https://www.patreon.com/hitthatbid Juju Merch: https://www.nicejuju.com ▻ Tradytics (Options Data) ... From Youtube: https://www.youtube.com/watch?v=21FhagLbbEY\n \n","listText":"Patreon (To Join Discord) - https://www.patreon.com/hitthatbid Juju Merch: https://www.nicejuju.com ▻ Tradytics (Options Data) ... From Youtube: https://www.youtube.com/watch?v=21FhagLbbEY","text":"Patreon (To Join Discord) - https://www.patreon.com/hitthatbid Juju Merch: https://www.nicejuju.com ▻ Tradytics (Options Data) ... From Youtube: https://www.youtube.com/watch?v=21FhagLbbEY","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939212744","isVote":1,"tweetType":2,"object":{"id":"d0c0a1b6ecae44bbb4a6833f74b230d8","tweetId":"9939212744","title":"Secret Job Posting Hints at Tesla Giga Canada 👀","videoUrl":"http://v.tigerbbs.com/1662114734947c719b971d65b416b644b70f73525706b.mp4","poster":"https://static.tigerbbs.com/1987d0be7bb3c3531a7abfb1213f7970","shareLink":"http://v.tigerbbs.com/1662114734947c719b971d65b416b644b70f73525706b.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930713409,"gmtCreate":1662001677103,"gmtModify":1676536623037,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BBBY\">$Bed Bath &amp; Beyond(BBBY)$</a> bearish&nbsp;","listText":"<a href=\"https://ttm.financial/S/BBBY\">$Bed Bath &amp; Beyond(BBBY)$</a> bearish&nbsp;","text":"$Bed Bath & Beyond(BBBY)$ bearish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930713409","isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993848473,"gmtCreate":1660668268096,"gmtModify":1676536375325,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993848473","repostId":"9993841137","repostType":1,"repost":{"id":9993841137,"gmtCreate":1660667529232,"gmtModify":1676536375286,"author":{"id":"9000000000000536","authorId":"9000000000000536","name":"mmm41286","avatar":"https://community-static.tradeup.com/news/e429d5b4711b4920346fc72fb7c939f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000536","authorIdStr":"9000000000000536"},"themes":[],"title":"","htmlText":"\n \n \n  $SOFI Stock Update 8/15 | Where Should You Buy On This PullBack?\n \n","listText":"$SOFI Stock Update 8/15 | Where Should You Buy On This PullBack?","text":"$SOFI Stock Update 8/15 | Where Should You Buy On This PullBack?","images":[{"img":"https://static.tigerbbs.com/2049fe9d790d5e720b24f06e9df70e5b","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993841137","isVote":1,"tweetType":2,"object":{"id":"2ab0bc09e70e4bff9a9148448e1303ef","tweetId":"9993841137","title":"$SOFI Stock Update 8/15 | Where Should You Buy On This PullBack?","videoUrl":"http://v.tigerbbs.com/166066752403680a250f105fe3a3bb9b6e534503d975f.mp4","poster":"https://static.tigerbbs.com/2049fe9d790d5e720b24f06e9df70e5b","shareLink":"http://v.tigerbbs.com/166066752403680a250f105fe3a3bb9b6e534503d975f.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993351181,"gmtCreate":1660631435146,"gmtModify":1676536369246,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993351181","repostId":"9993366197","repostType":1,"repost":{"id":9993366197,"gmtCreate":1660627517721,"gmtModify":1676536368769,"author":{"id":"4092647860635430","authorId":"4092647860635430","name":"JeslinToh","avatar":"https://community-static.tradeup.com/news/3a412638a5424a30788f11283239d9cf","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092647860635430","authorIdStr":"4092647860635430"},"themes":[],"htmlText":"Which REIT is well positioned to be&nbsp;future-proof &amp;&nbsp;future-ready?In my humble opinion,&nbsp;<a href=\"https://ttm.financial/S/ME8U.SI\">$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$</a>is doing all the right moves to be ready for the future. The company has been acquiring data centres in Singapore as well as US in recent years and there is no sign of slowing down. It is currently expanding its footprints in Europe and APAC as well.It is projected that the firm could have up to 2/3 of its assets in data centres in the medium term.Being heavily invested in data centres, the long term future for the business seems to be bolstered by&nbsp;the tech trends (here to stay). So far distributable income has been boosted by 18.8% and this is absolute good news for investors!&nbsp;Fellow Tiger inve","listText":"Which REIT is well positioned to be&nbsp;future-proof &amp;&nbsp;future-ready?In my humble opinion,&nbsp;<a href=\"https://ttm.financial/S/ME8U.SI\">$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$</a>is doing all the right moves to be ready for the future. The company has been acquiring data centres in Singapore as well as US in recent years and there is no sign of slowing down. It is currently expanding its footprints in Europe and APAC as well.It is projected that the firm could have up to 2/3 of its assets in data centres in the medium term.Being heavily invested in data centres, the long term future for the business seems to be bolstered by&nbsp;the tech trends (here to stay). So far distributable income has been boosted by 18.8% and this is absolute good news for investors!&nbsp;Fellow Tiger inve","text":"Which REIT is well positioned to be future-proof & future-ready?In my humble opinion, $MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$is doing all the right moves to be ready for the future. The company has been acquiring data centres in Singapore as well as US in recent years and there is no sign of slowing down. It is currently expanding its footprints in Europe and APAC as well.It is projected that the firm could have up to 2/3 of its assets in data centres in the medium term.Being heavily invested in data centres, the long term future for the business seems to be bolstered by the tech trends (here to stay). So far distributable income has been boosted by 18.8% and this is absolute good news for investors! Fellow Tiger inve","images":[{"img":"https://community-static.tradeup.com/news/b2c5621a4c99d83ee1a629f199601e2f","width":"828","height":"2046"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993366197","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999674549,"gmtCreate":1660529373883,"gmtModify":1676533487075,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"themes":[],"htmlText":"Great article! I would like to share it.","listText":"Great article! I would like to share it.","text":"Great article! I would like to share it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999674549","repostId":"9999355203","repostType":1,"repost":{"id":9999355203,"gmtCreate":1660475028906,"gmtModify":1676533477258,"author":{"id":"4113824102564902","authorId":"4113824102564902","name":"Lionel8383","avatar":"https://community-static.tradeup.com/news/816b168172cfedf6cec338c52322f186","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113824102564902","authorIdStr":"4113824102564902"},"themes":[],"title":"Apple is just 8.3% from $3 trillion market cap","htmlText":"Apple&nbsp;<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>became the world's first$3 trillion company for a brief time during intraday trading on Jan 3 this year. Due to the bear market in 2022, Apple has fallen to a 52-week low of $129.04 but has recovered most ofits losses in the last 2 months, and now is valued at $2.77 trillion market cap. That's just another 8.3% to the $3 trillion market cap. It is now 6.3% away from its 52-week and all time high of $182.94.AAPL YTD -5.44%Recent news have been quite bullish for Apple, as it is just about a month away from iPhoneseason, where it is rumoured that Apple askedits suppliers to increase production for its next iPhone, and the iPhone 14 is expected to seeas much as 15% increase in prices. Some analysts have also said that Apple may","listText":"Apple&nbsp;<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>became the world's first$3 trillion company for a brief time during intraday trading on Jan 3 this year. Due to the bear market in 2022, Apple has fallen to a 52-week low of $129.04 but has recovered most ofits losses in the last 2 months, and now is valued at $2.77 trillion market cap. That's just another 8.3% to the $3 trillion market cap. It is now 6.3% away from its 52-week and all time high of $182.94.AAPL YTD -5.44%Recent news have been quite bullish for Apple, as it is just about a month away from iPhoneseason, where it is rumoured that Apple askedits suppliers to increase production for its next iPhone, and the iPhone 14 is expected to seeas much as 15% increase in prices. Some analysts have also said that Apple may","text":"Apple $Apple(AAPL)$became the world's first$3 trillion company for a brief time during intraday trading on Jan 3 this year. Due to the bear market in 2022, Apple has fallen to a 52-week low of $129.04 but has recovered most ofits losses in the last 2 months, and now is valued at $2.77 trillion market cap. That's just another 8.3% to the $3 trillion market cap. It is now 6.3% away from its 52-week and all time high of $182.94.AAPL YTD -5.44%Recent news have been quite bullish for Apple, as it is just about a month away from iPhoneseason, where it is rumoured that Apple askedits suppliers to increase production for its next iPhone, and the iPhone 14 is expected to seeas much as 15% increase in prices. Some analysts have also said that Apple may","images":[{"img":"https://community-static.tradeup.com/news/cc40403b15ea4d659102d696e0a5d47c","width":"1300","height":"450"},{"img":"https://community-static.tradeup.com/news/aed8e68137d86830dca5bb9b130b913d","width":"1494","height":"1138"},{"img":"https://community-static.tradeup.com/news/3c7188f33041a3235533fcc5a2d7ef2c","width":"1493","height":"1138"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999355203","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999672342,"gmtCreate":1660529215388,"gmtModify":1676533487005,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"themes":[],"htmlText":"Great article","listText":"Great article","text":"Great article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999672342","repostId":"9990839186","repostType":1,"repost":{"id":9990839186,"gmtCreate":1660319298349,"gmtModify":1676533450796,"author":{"id":"4122121159727852","authorId":"4122121159727852","name":"AllQuant","avatar":"https://community-static.tradeup.com/news/8b0bfa11a8e0dd31b75ad1b14e96ff5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122121159727852","authorIdStr":"4122121159727852"},"themes":[],"title":"Is Inflation Under Control?","htmlText":"There is no doubt that the single most important driver for global markets this year is inflation. Every single economic release that gives any clue as to whether inflation is coming under control is keenly watched. Any under or over-estimation by market participants leads to an immediate market reaction. My thesis is that inflation can only come under control if the current Fed Funds rate is commensurate with the current year-on-year inflation as measured by Consumer Price Index (CPI YoY). This is backed up by the historical relationship between CPI and the Fed Funds rate.Data Source: FRED Economic DataHistorically, the Fed Funds rate has been moving in lockstep with CPI. It tends to be higher than CPI most of the time. Even during the Great Inflation of the 70s, the Fed Funds rate was ke","listText":"There is no doubt that the single most important driver for global markets this year is inflation. Every single economic release that gives any clue as to whether inflation is coming under control is keenly watched. Any under or over-estimation by market participants leads to an immediate market reaction. My thesis is that inflation can only come under control if the current Fed Funds rate is commensurate with the current year-on-year inflation as measured by Consumer Price Index (CPI YoY). This is backed up by the historical relationship between CPI and the Fed Funds rate.Data Source: FRED Economic DataHistorically, the Fed Funds rate has been moving in lockstep with CPI. It tends to be higher than CPI most of the time. Even during the Great Inflation of the 70s, the Fed Funds rate was ke","text":"There is no doubt that the single most important driver for global markets this year is inflation. Every single economic release that gives any clue as to whether inflation is coming under control is keenly watched. Any under or over-estimation by market participants leads to an immediate market reaction. My thesis is that inflation can only come under control if the current Fed Funds rate is commensurate with the current year-on-year inflation as measured by Consumer Price Index (CPI YoY). This is backed up by the historical relationship between CPI and the Fed Funds rate.Data Source: FRED Economic DataHistorically, the Fed Funds rate has been moving in lockstep with CPI. It tends to be higher than CPI most of the time. Even during the Great Inflation of the 70s, the Fed Funds rate was ke","images":[{"img":"https://community-static.tradeup.com/news/86551ddf01db548ea7e283a6696a7f52","width":"1280","height":"720"},{"img":"https://community-static.tradeup.com/news/48e7d4ed43fb0d12149915146b9096fa","width":"1280","height":"720"},{"img":"https://community-static.tradeup.com/news/59717e3d6171f5f0b2f6ecdc6e8d33eb","width":"1280","height":"720"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990839186","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":155982560,"gmtCreate":1625369503850,"gmtModify":1703740888428,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"themes":[],"htmlText":"Alibaba what u all think about it","listText":"Alibaba what u all think about it","text":"Alibaba what u all think about it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":16,"repostSize":0,"link":"https://ttm.financial/post/155982560","isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"content":"how low can baba dive","text":"how low can baba dive","html":"how low can baba dive"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081725191,"gmtCreate":1650283221640,"gmtModify":1676534685798,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RE4.SI\">$GEO ENERGY RESOURCES LIMITED(RE4.SI)$</a>nice uptrend&nbsp;Going higher ??","listText":"<a href=\"https://ttm.financial/S/RE4.SI\">$GEO ENERGY RESOURCES LIMITED(RE4.SI)$</a>nice uptrend&nbsp;Going higher ??","text":"$GEO ENERGY RESOURCES LIMITED(RE4.SI)$nice uptrend Going higher ??","images":[{"img":"https://community-static.tradeup.com/news/1c2ded58e02f2a46958ed5b61c3962a4","width":"1080","height":"3174"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081725191","isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9046909375,"gmtCreate":1656287812397,"gmtModify":1676535798029,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$</a>ready to take off ?","listText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$</a>ready to take off ?","text":"$PING AN(02318)$ready to take off ?","images":[{"img":"https://community-static.tradeup.com/news/bf805000476aeacc2cf5c17daab3294a","width":"1080","height":"3366"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9046909375","isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9028857153,"gmtCreate":1653199324372,"gmtModify":1676535239477,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/N2IU.SI\">$MAPLETREE COMMERCIAL TRUST(N2IU.SI)$</a>what do u all think","listText":"<a href=\"https://ttm.financial/S/N2IU.SI\">$MAPLETREE COMMERCIAL TRUST(N2IU.SI)$</a>what do u all think","text":"$MAPLETREE COMMERCIAL TRUST(N2IU.SI)$what do u all think","images":[{"img":"https://community-static.tradeup.com/news/5813489dc944a1e026d1d1c157e9d9e1","width":"1080","height":"3174"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9028857153","isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9064942176,"gmtCreate":1652273362095,"gmtModify":1676535066055,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/F9D.SI\">$BOUSTEAD SINGAPORE LIMITED(F9D.SI)$</a>anyone like it ?","listText":"<a href=\"https://ttm.financial/S/F9D.SI\">$BOUSTEAD SINGAPORE LIMITED(F9D.SI)$</a>anyone like it ?","text":"$BOUSTEAD SINGAPORE LIMITED(F9D.SI)$anyone like it ?","images":[{"img":"https://community-static.tradeup.com/news/e6d301f60c28301a3475fa8179b87a24","width":"1080","height":"3174"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9064942176","isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"content":"expect it to improve","text":"expect it to improve","html":"expect it to improve"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":805364798,"gmtCreate":1627861899114,"gmtModify":1703496599549,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"themes":[],"htmlText":"Wah","listText":"Wah","text":"Wah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/805364798","repostId":"2156646311","repostType":4,"repost":{"id":"2156646311","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":1627861249,"share":"https://ttm.financial/m/news/2156646311?lang=&edition=fundamental","pubTime":"2021-08-02 07:40","market":"us","language":"en","title":"Zoom reaches $85 mln settlement over user privacy, 'Zoombombing'","url":"https://stock-news.laohu8.com/highlight/detail?id=2156646311","media":"Reuters","summary":"Aug 1 (Reuters) - Zoom Video Communications Inc agreed to pay $85 million and bolster its security p","content":"<p>Aug 1 (Reuters) - Zoom Video Communications Inc agreed to pay $85 million and bolster its security practices to settle a lawsuit claiming it violated users' privacy rights by sharing personal data with <a href=\"https://laohu8.com/S/FB\">Facebook</a>, Google and LinkedIn, and letting hackers disrupt Zoom meetings in a practice called Zoombombing.</p>\n<p>A preliminary settlement filed on Saturday afternoon requires approval by U.S. District Judge Lucy Koh in San Jose, California.</p>\n<p>Subscribers in the proposed class action would be eligible for 15% refunds on their core subscriptions or $25, whichever is larger, while others could receive up to $15.</p>\n<p>Zoom agreed to security measures including alerting users when meeting hosts or other participants use third-party apps in meetings, and to provide specialized training to employees on privacy and data handling.</p>\n<p>The San Jose-based company denied wrongdoing in agreeing to settle.</p>\n<p>In a statement on Sunday, Zoom said: \"The privacy and security of our users are top priorities for Zoom, and we take seriously the trust our users place in us.\"</p>\n<p>Saturday's settlement came after Koh on March 11 let the plaintiffs pursue some contract-based claims.</p>\n<p>Though Zoom collected about $1.3 billion in Zoom Meetings subscriptions from class members, the plaintiffs' lawyers called the $85 million settlement reasonable given the litigation risks. They intend to seek up to $21.25 million for legal fees.</p>\n<p>Zoombombing is where outsiders hijack Zoom meetings and display pornography, use racist language or post other disturbing content.</p>\n<p>Koh said Zoom was \"mostly\" immune for Zoombombing under Section 230 of the federal Communications Decency Act, which shields online platforms from liability over user content.</p>\n<p>Zoom's customer base has grown sixfold since the COVID-19 pandemic forced more people to work from home.</p>\n<p>The company had 497,000 customers with more than 10 employees in April 2021, up from 81,900 in January 2020. It has said user growth could slow or decline as more people get vaccines and return to work or school in-person.</p>\n<p>The case is In re: Zoom Video Communications Inc Privacy Litigation, U.S. District Court, Northern District of California, No. 20-02155.</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>Zoom reaches $85 mln settlement over user privacy, 'Zoombombing'</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\">\nZoom reaches $85 mln settlement over user privacy, 'Zoombombing'\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\">2021-08-02 07:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Aug 1 (Reuters) - Zoom Video Communications Inc agreed to pay $85 million and bolster its security practices to settle a lawsuit claiming it violated users' privacy rights by sharing personal data with <a href=\"https://laohu8.com/S/FB\">Facebook</a>, Google and LinkedIn, and letting hackers disrupt Zoom meetings in a practice called Zoombombing.</p>\n<p>A preliminary settlement filed on Saturday afternoon requires approval by U.S. District Judge Lucy Koh in San Jose, California.</p>\n<p>Subscribers in the proposed class action would be eligible for 15% refunds on their core subscriptions or $25, whichever is larger, while others could receive up to $15.</p>\n<p>Zoom agreed to security measures including alerting users when meeting hosts or other participants use third-party apps in meetings, and to provide specialized training to employees on privacy and data handling.</p>\n<p>The San Jose-based company denied wrongdoing in agreeing to settle.</p>\n<p>In a statement on Sunday, Zoom said: \"The privacy and security of our users are top priorities for Zoom, and we take seriously the trust our users place in us.\"</p>\n<p>Saturday's settlement came after Koh on March 11 let the plaintiffs pursue some contract-based claims.</p>\n<p>Though Zoom collected about $1.3 billion in Zoom Meetings subscriptions from class members, the plaintiffs' lawyers called the $85 million settlement reasonable given the litigation risks. They intend to seek up to $21.25 million for legal fees.</p>\n<p>Zoombombing is where outsiders hijack Zoom meetings and display pornography, use racist language or post other disturbing content.</p>\n<p>Koh said Zoom was \"mostly\" immune for Zoombombing under Section 230 of the federal Communications Decency Act, which shields online platforms from liability over user content.</p>\n<p>Zoom's customer base has grown sixfold since the COVID-19 pandemic forced more people to work from home.</p>\n<p>The company had 497,000 customers with more than 10 employees in April 2021, up from 81,900 in January 2020. It has said user growth could slow or decline as more people get vaccines and return to work or school in-person.</p>\n<p>The case is In re: Zoom Video Communications Inc Privacy Litigation, U.S. District Court, Northern District of California, No. 20-02155.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156646311","content_text":"Aug 1 (Reuters) - Zoom Video Communications Inc agreed to pay $85 million and bolster its security practices to settle a lawsuit claiming it violated users' privacy rights by sharing personal data with Facebook, Google and LinkedIn, and letting hackers disrupt Zoom meetings in a practice called Zoombombing.\nA preliminary settlement filed on Saturday afternoon requires approval by U.S. District Judge Lucy Koh in San Jose, California.\nSubscribers in the proposed class action would be eligible for 15% refunds on their core subscriptions or $25, whichever is larger, while others could receive up to $15.\nZoom agreed to security measures including alerting users when meeting hosts or other participants use third-party apps in meetings, and to provide specialized training to employees on privacy and data handling.\nThe San Jose-based company denied wrongdoing in agreeing to settle.\nIn a statement on Sunday, Zoom said: \"The privacy and security of our users are top priorities for Zoom, and we take seriously the trust our users place in us.\"\nSaturday's settlement came after Koh on March 11 let the plaintiffs pursue some contract-based claims.\nThough Zoom collected about $1.3 billion in Zoom Meetings subscriptions from class members, the plaintiffs' lawyers called the $85 million settlement reasonable given the litigation risks. They intend to seek up to $21.25 million for legal fees.\nZoombombing is where outsiders hijack Zoom meetings and display pornography, use racist language or post other disturbing content.\nKoh said Zoom was \"mostly\" immune for Zoombombing under Section 230 of the federal Communications Decency Act, which shields online platforms from liability over user content.\nZoom's customer base has grown sixfold since the COVID-19 pandemic forced more people to work from home.\nThe company had 497,000 customers with more than 10 employees in April 2021, up from 81,900 in January 2020. It has said user growth could slow or decline as more people get vaccines and return to work or school in-person.\nThe case is In re: Zoom Video Communications Inc Privacy Litigation, U.S. District Court, Northern District of California, No. 20-02155.","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801296586,"gmtCreate":1627517626845,"gmtModify":1703491420442,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"themes":[],"htmlText":"Time to sell","listText":"Time to sell","text":"Time to sell","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/801296586","repostId":"2155976821","repostType":4,"repost":{"id":"2155976821","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":1627515300,"share":"https://ttm.financial/m/news/2155976821?lang=&edition=fundamental","pubTime":"2021-07-29 07:35","market":"us","language":"en","title":"PayPal stock slips as earnings beat expectations but outlook comes up short","url":"https://stock-news.laohu8.com/highlight/detail?id=2155976821","media":"Dow Jones","summary":"Company points to headwinds from eBay's migration to its own payments experience\nPayPal Holdings Inc","content":"<p>Company points to headwinds from eBay's migration to its own payments experience</p>\n<p>PayPal Holdings Inc. topped profit expectations for its latest quarter, but it delivered a lower-than-expected outlook for the current quarter as eBay's transition to managing its own payments experience is happening more quickly than expected.</p>\n<p>While PayPal (PYPL) was the main payments partner for eBay <a href=\"https://laohu8.com/S/EBAY\">$(EBAY)$</a> in the initial years following the separation of the two companies, eBay is now in the midst of taking over the payments experience on its own site . PayPal expects that the eBay transition will be a headwind in 2021, according to its investor presentation, but Chief Executive Dan Schulman told MarketWatch that eBay's more rapid migration will give PayPal a \"clean slate\" heading into 2022.</p>\n<p>Shares were off 5.7% in after-hours trading.</p>\n<p>The company posted second-quarter net income of $1.18 billion, or $1.00 a share, down from $1.53 billion, or $1.29 a share, a year earlier. After adjustments, PayPal earned $1.15 a share, up from $1.07 a share a year prior and above the FactSet consensus, which called for $1.12 a share.</p>\n<p>PayPal's revenue for the second quarter climbed to $6.24 billion from $5.26 billion, while analysts tracked by FactSet had been expecting $6.27 billion.</p>\n<p>The company's total payment volume, or the value of payments flowing through its platform, came in at $311 billion, up from $221.7 billion a year earlier. Analysts were projecting $295.2 billion in TPV.</p>\n<p>Venmo's total payment volume came in at $58 billion, while Venmo's revenue was up 70%, making for the highest growth rate in the past year. Revenue from Pay With Venmo, which lets people use their Venmo accounts for purchases, was up 183%.</p>\n<p>\"It's clear there's been a shift in shopping behavior,\" Schulman told MarketWatch, as PayPal continues to see strong traction in e-commerce and other digital avenues.</p>\n<p>For the third quarter, PayPal expects revenue of $6.15 billion to $6.25 billion, which includes a $465 million negative impact from the eBay migration. The eBay move is creating about 700 basis points of pressure on PayPal's revenue line, Schulman said, roughly 100 basis points more than expected.</p>\n<p>The company anticipates adjusted earnings per share of $1.07, with that number also expected to be impacted by eBay dynamics.</p>\n<p>Analysts were expecting third-quarter revenue of $6.44 billion and adjusted earnings per share of $1.14.</p>\n<p>\"If there is a sign that the COVID honeymoon may be over, PayPal's 2Q results and likely poor stock reaction are a good example,\" Mizuho analyst Dan Dolev wrote in a note to clients. \"Investors pampered by phenomenal beat-and-raise quarters during COVID may find 'just meeting' revenue guide, not raising EPS despite lower taxes, and slower Venmo growth as somewhat unappetizing.\" (Venmo's TPV slowed sequentially relative to the first quarter.)</p>\n<p>He found positives in the results, however, including upbeat engagement trends and growing uptake of the company's buy-now pay-later offering.</p>\n<p>Wedbush analyst Moshe Katri called out eBay as \"the main culprit\" for PayPal's shortfall, though he noted that metrics like volume growth and core revenue growth accelerated sequentially, excluding eBay. \"Prior dips in PayPal's stock due to eBay-related misses presented great buying opportunities,\" he said in an email to MarketWatch.</p>\n<p>In speaking of the eBay transition, Schulman told MarketWatch that \"the faster they move...the better.\" He expects a \"clean slate\" in 2022 that he said will allow investors to \"really see the impressive nature of the core business.\"</p>\n<p>PayPal raised its full-year forecast in conjunction with its March-quarter earnings report and is largely keeping that outlook intact this time around, except to boost its TPV expectations. The company now anticipates 33% to 35% annual growth in TPV, versus a prior expectation for 30%.</p>\n<p>At the end of 2021, PayPal expects that eBay will represent less than 3% of revenue and TPV.</p>\n<p>PayPal disclosed for the second quarter that it added 11.4 million net new active accounts in the period, bringing its total number of active accounts to 408 million. The company saw 43.5 payment transactions per active account on a trailing-12-month basis.</p>\n<p>Venmo had 76 million active accounts as of the second quarter, up from 70 million when it last disclosed a count six months ago. The company considers active account as those that have made a transaction in the past 12 months.</p>\n<p>Schulman noted on PayPal's earnings call that the company saw \"strong adoption and trading of crypto on Venmo\" in the quarter.</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>PayPal stock slips as earnings beat expectations but outlook comes up short</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\">\nPayPal stock slips as earnings beat expectations but outlook comes up short\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\">2021-07-29 07:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Company points to headwinds from eBay's migration to its own payments experience</p>\n<p>PayPal Holdings Inc. topped profit expectations for its latest quarter, but it delivered a lower-than-expected outlook for the current quarter as eBay's transition to managing its own payments experience is happening more quickly than expected.</p>\n<p>While PayPal (PYPL) was the main payments partner for eBay <a href=\"https://laohu8.com/S/EBAY\">$(EBAY)$</a> in the initial years following the separation of the two companies, eBay is now in the midst of taking over the payments experience on its own site . PayPal expects that the eBay transition will be a headwind in 2021, according to its investor presentation, but Chief Executive Dan Schulman told MarketWatch that eBay's more rapid migration will give PayPal a \"clean slate\" heading into 2022.</p>\n<p>Shares were off 5.7% in after-hours trading.</p>\n<p>The company posted second-quarter net income of $1.18 billion, or $1.00 a share, down from $1.53 billion, or $1.29 a share, a year earlier. After adjustments, PayPal earned $1.15 a share, up from $1.07 a share a year prior and above the FactSet consensus, which called for $1.12 a share.</p>\n<p>PayPal's revenue for the second quarter climbed to $6.24 billion from $5.26 billion, while analysts tracked by FactSet had been expecting $6.27 billion.</p>\n<p>The company's total payment volume, or the value of payments flowing through its platform, came in at $311 billion, up from $221.7 billion a year earlier. Analysts were projecting $295.2 billion in TPV.</p>\n<p>Venmo's total payment volume came in at $58 billion, while Venmo's revenue was up 70%, making for the highest growth rate in the past year. Revenue from Pay With Venmo, which lets people use their Venmo accounts for purchases, was up 183%.</p>\n<p>\"It's clear there's been a shift in shopping behavior,\" Schulman told MarketWatch, as PayPal continues to see strong traction in e-commerce and other digital avenues.</p>\n<p>For the third quarter, PayPal expects revenue of $6.15 billion to $6.25 billion, which includes a $465 million negative impact from the eBay migration. The eBay move is creating about 700 basis points of pressure on PayPal's revenue line, Schulman said, roughly 100 basis points more than expected.</p>\n<p>The company anticipates adjusted earnings per share of $1.07, with that number also expected to be impacted by eBay dynamics.</p>\n<p>Analysts were expecting third-quarter revenue of $6.44 billion and adjusted earnings per share of $1.14.</p>\n<p>\"If there is a sign that the COVID honeymoon may be over, PayPal's 2Q results and likely poor stock reaction are a good example,\" Mizuho analyst Dan Dolev wrote in a note to clients. \"Investors pampered by phenomenal beat-and-raise quarters during COVID may find 'just meeting' revenue guide, not raising EPS despite lower taxes, and slower Venmo growth as somewhat unappetizing.\" (Venmo's TPV slowed sequentially relative to the first quarter.)</p>\n<p>He found positives in the results, however, including upbeat engagement trends and growing uptake of the company's buy-now pay-later offering.</p>\n<p>Wedbush analyst Moshe Katri called out eBay as \"the main culprit\" for PayPal's shortfall, though he noted that metrics like volume growth and core revenue growth accelerated sequentially, excluding eBay. \"Prior dips in PayPal's stock due to eBay-related misses presented great buying opportunities,\" he said in an email to MarketWatch.</p>\n<p>In speaking of the eBay transition, Schulman told MarketWatch that \"the faster they move...the better.\" He expects a \"clean slate\" in 2022 that he said will allow investors to \"really see the impressive nature of the core business.\"</p>\n<p>PayPal raised its full-year forecast in conjunction with its March-quarter earnings report and is largely keeping that outlook intact this time around, except to boost its TPV expectations. The company now anticipates 33% to 35% annual growth in TPV, versus a prior expectation for 30%.</p>\n<p>At the end of 2021, PayPal expects that eBay will represent less than 3% of revenue and TPV.</p>\n<p>PayPal disclosed for the second quarter that it added 11.4 million net new active accounts in the period, bringing its total number of active accounts to 408 million. The company saw 43.5 payment transactions per active account on a trailing-12-month basis.</p>\n<p>Venmo had 76 million active accounts as of the second quarter, up from 70 million when it last disclosed a count six months ago. The company considers active account as those that have made a transaction in the past 12 months.</p>\n<p>Schulman noted on PayPal's earnings call that the company saw \"strong adoption and trading of crypto on Venmo\" in the quarter.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PYPL":"PayPal","EBAY":"eBay"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155976821","content_text":"Company points to headwinds from eBay's migration to its own payments experience\nPayPal Holdings Inc. topped profit expectations for its latest quarter, but it delivered a lower-than-expected outlook for the current quarter as eBay's transition to managing its own payments experience is happening more quickly than expected.\nWhile PayPal (PYPL) was the main payments partner for eBay $(EBAY)$ in the initial years following the separation of the two companies, eBay is now in the midst of taking over the payments experience on its own site . PayPal expects that the eBay transition will be a headwind in 2021, according to its investor presentation, but Chief Executive Dan Schulman told MarketWatch that eBay's more rapid migration will give PayPal a \"clean slate\" heading into 2022.\nShares were off 5.7% in after-hours trading.\nThe company posted second-quarter net income of $1.18 billion, or $1.00 a share, down from $1.53 billion, or $1.29 a share, a year earlier. After adjustments, PayPal earned $1.15 a share, up from $1.07 a share a year prior and above the FactSet consensus, which called for $1.12 a share.\nPayPal's revenue for the second quarter climbed to $6.24 billion from $5.26 billion, while analysts tracked by FactSet had been expecting $6.27 billion.\nThe company's total payment volume, or the value of payments flowing through its platform, came in at $311 billion, up from $221.7 billion a year earlier. Analysts were projecting $295.2 billion in TPV.\nVenmo's total payment volume came in at $58 billion, while Venmo's revenue was up 70%, making for the highest growth rate in the past year. Revenue from Pay With Venmo, which lets people use their Venmo accounts for purchases, was up 183%.\n\"It's clear there's been a shift in shopping behavior,\" Schulman told MarketWatch, as PayPal continues to see strong traction in e-commerce and other digital avenues.\nFor the third quarter, PayPal expects revenue of $6.15 billion to $6.25 billion, which includes a $465 million negative impact from the eBay migration. The eBay move is creating about 700 basis points of pressure on PayPal's revenue line, Schulman said, roughly 100 basis points more than expected.\nThe company anticipates adjusted earnings per share of $1.07, with that number also expected to be impacted by eBay dynamics.\nAnalysts were expecting third-quarter revenue of $6.44 billion and adjusted earnings per share of $1.14.\n\"If there is a sign that the COVID honeymoon may be over, PayPal's 2Q results and likely poor stock reaction are a good example,\" Mizuho analyst Dan Dolev wrote in a note to clients. \"Investors pampered by phenomenal beat-and-raise quarters during COVID may find 'just meeting' revenue guide, not raising EPS despite lower taxes, and slower Venmo growth as somewhat unappetizing.\" (Venmo's TPV slowed sequentially relative to the first quarter.)\nHe found positives in the results, however, including upbeat engagement trends and growing uptake of the company's buy-now pay-later offering.\nWedbush analyst Moshe Katri called out eBay as \"the main culprit\" for PayPal's shortfall, though he noted that metrics like volume growth and core revenue growth accelerated sequentially, excluding eBay. \"Prior dips in PayPal's stock due to eBay-related misses presented great buying opportunities,\" he said in an email to MarketWatch.\nIn speaking of the eBay transition, Schulman told MarketWatch that \"the faster they move...the better.\" He expects a \"clean slate\" in 2022 that he said will allow investors to \"really see the impressive nature of the core business.\"\nPayPal raised its full-year forecast in conjunction with its March-quarter earnings report and is largely keeping that outlook intact this time around, except to boost its TPV expectations. The company now anticipates 33% to 35% annual growth in TPV, versus a prior expectation for 30%.\nAt the end of 2021, PayPal expects that eBay will represent less than 3% of revenue and TPV.\nPayPal disclosed for the second quarter that it added 11.4 million net new active accounts in the period, bringing its total number of active accounts to 408 million. The company saw 43.5 payment transactions per active account on a trailing-12-month basis.\nVenmo had 76 million active accounts as of the second quarter, up from 70 million when it last disclosed a count six months ago. The company considers active account as those that have made a transaction in the past 12 months.\nSchulman noted on PayPal's earnings call that the company saw \"strong adoption and trading of crypto on Venmo\" in the quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077748227,"gmtCreate":1658591827069,"gmtModify":1676536180054,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"themes":[],"htmlText":"Healthcare??","listText":"Healthcare??","text":"Healthcare??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077748227","repostId":"2253034305","repostType":4,"repost":{"id":"2253034305","kind":"highlight","pubTimestamp":1658501355,"share":"https://ttm.financial/m/news/2253034305?lang=&edition=fundamental","pubTime":"2022-07-22 22:49","market":"us","language":"en","title":"Is Amazon Stock a Buy After Acquiring One Medical for $3.9 Billion?","url":"https://stock-news.laohu8.com/highlight/detail?id=2253034305","media":"Motley Fool","summary":"It's Amazon's biggest healthcare deal yet.","content":"<html><head></head><body><p><b>Amazon&#39;s</b> mission has always been to be Earth&#39;s most customer-centric company.</p><p>What&#39;s unique about that approach is that it doesn&#39;t confine the company to any single industry. Though Amazon is best known for its e-commerce operation, the company also owns Amazon Web Services (AWS), a leading cloud infrastructure service; it produces gadgets like e-readers, tablets and voice-activated devices; it runs a video streaming service; it&#39;s become a heavyweight in logistics, and it even owns Whole Foods.</p><p>Amazon seeks to disrupt any industry where it can add value by prioritizing customers and for years, it has eyed the $800 billion healthcare industry. In 2018, it paid nearly $1 billion to acquire online pharmacy PillPack, and since then, it has opened virtual Amazon Care clinics. In 2018, it also formed a joint venture called Haven, with <b>Berkshire Hathaway </b>and <b>JPMorgan Chase </b>to tackle the exorbitant healthcare costs, but the initiative failed and has been closed.</p><p>Now, Amazon is taking its biggest step yet into the healthcare industry with its $3.9 billion (including debt) all-cash takeover of <b>1Life Healthcare</b>, known by consumers as One Medical. On Thursday, Amazon announced its plans to pay $18 a share for the health tech company, a premium of 77% over its closing price yesterday, showing serious interest in getting the deal done. Amazon&#39;s stock did not react much to the development. 1Life shares surged nearly 70%  on the news.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c2e5fd899c74825b7393ecd4e393bdc\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Amazon.</span></p><h2>Amazon gets serious about healthcare</h2><p>One Medical calls itself a &#34;human-centered, technology-powered U.S. primary care organization.&#34; It offers both in-person and virtual care, seeking to make healthcare more affordable, accessible, and enjoyable.</p><p>The company was founded in 2002  and finished its most recent quarter with 767,000 members, a 28% increase from the prior year.  For 2022, it expects revenue of $831 million to $853 million, and an adjusted EBITDA loss of $130 million to $150 million.</p><p>It&#39;s not clear what Amazon intends to do with One Medical -- if it will fold it into the Amazon Care brand, or have it continue to operate separately -- but the press release explained why Amazon finds One Medical attractive.</p><p>Neil Lindsay, SVP of Amazon Health Services said the company believes healthcare is in need of reinvention, saying, &#34;We see lots of opportunity to both improve the quality of the experience <i>and </i>give people back valuable time in their days.&#34; He added, &#34;Together with One Medical&#39;s human-centered and technology-powered approach to healthcare, we believe we can and will help more people get better care, when and how they need it. We look forward to delivering on that long-term mission.&#34; Human-centered and tech-powered sounds a lot like how Amazon would describe its approach to business.</p><p>Amazon did say that Amir Dan Rubin will stay on as CEO of One Medical.</p><h2>Should you buy Amazon stock now?</h2><p>There&#39;s no doubt that the healthcare market presents a mouthwatering opportunity for Amazon. It&#39;s a giant industry, one of the few big enough to move the needle for Amazon, and it&#39;s been highly profitable for established incumbents. The industry is also notorious for opaque pricing and providing terrible patient experiences. In other words, many Americans would be happy to see Amazon step in with its reputation for customer service and willingness to take risks.</p><p>However, the acquisition of One Medical isn&#39;t a guarantee of Amazon&#39;s success in healthcare. Its track record with acquisitions has been mixed. When Amazon bought Whole Foods, supermarket stocks plunged on the news, but in the five years since the acquisition, Amazon has struggled to increase Whole Foods&#39; market share. In healthcare, Amazon still seems far from being a true disruptor. The PillPack acquisition hasn&#39;t made Amazon a force in the pharmacy business, and its telehealth venture has yet to catch fire. Haven, the joint venture, was a notable flop.</p><p>Amazon tends to acquire companies in order to enter a market after it tries and struggles to go it alone. That doesn&#39;t mean the One Medical deal is a bad move. In fact, it shows Amazon is more serious than ever about making a play for the healthcare market, which is good news for Amazon investors hoping for new growth avenues. But it&#39;s too soon to judge whether the acquisition will ultimately pay off, especially as Amazon hasn&#39;t commented on any specific strategic initiatives related to the deal.</p><p>Looking at the big picture, the move is a reminder of why Amazon stock has dominated over the decades. The company is unafraid to tackle new industries and has consistently leveraged its reputation for customer service and its Prime membership program to successfully enter new categories. Amazon Prime gives the company a direct relationship with more than 200 million households globally and it&#39;s easy to see how that advantage can drive its growth in healthcare.</p><p>Today, the best reason to buy Amazon may be its cheap stock price as shares have pulled back sharply this year. Its history of growth and ramping profit margins thanks to AWS doesn&#39;t hurt either. In other words, Amazon doesn&#39;t need to succeed in healthcare for the stock to outperform, but disrupting the massive industry would certainly sweeten the deal.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Amazon Stock a Buy After Acquiring One Medical for $3.9 Billion?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Amazon Stock a Buy After Acquiring One Medical for $3.9 Billion?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-22 22:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/22/is-amazon-stock-a-buy-after-acquiring-one-medical/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon's mission has always been to be Earth's most customer-centric company.What's unique about that approach is that it doesn't confine the company to any single industry. Though Amazon is best ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/22/is-amazon-stock-a-buy-after-acquiring-one-medical/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/07/22/is-amazon-stock-a-buy-after-acquiring-one-medical/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253034305","content_text":"Amazon's mission has always been to be Earth's most customer-centric company.What's unique about that approach is that it doesn't confine the company to any single industry. Though Amazon is best known for its e-commerce operation, the company also owns Amazon Web Services (AWS), a leading cloud infrastructure service; it produces gadgets like e-readers, tablets and voice-activated devices; it runs a video streaming service; it's become a heavyweight in logistics, and it even owns Whole Foods.Amazon seeks to disrupt any industry where it can add value by prioritizing customers and for years, it has eyed the $800 billion healthcare industry. In 2018, it paid nearly $1 billion to acquire online pharmacy PillPack, and since then, it has opened virtual Amazon Care clinics. In 2018, it also formed a joint venture called Haven, with Berkshire Hathaway and JPMorgan Chase to tackle the exorbitant healthcare costs, but the initiative failed and has been closed.Now, Amazon is taking its biggest step yet into the healthcare industry with its $3.9 billion (including debt) all-cash takeover of 1Life Healthcare, known by consumers as One Medical. On Thursday, Amazon announced its plans to pay $18 a share for the health tech company, a premium of 77% over its closing price yesterday, showing serious interest in getting the deal done. Amazon's stock did not react much to the development. 1Life shares surged nearly 70%  on the news.Image source: Amazon.Amazon gets serious about healthcareOne Medical calls itself a \"human-centered, technology-powered U.S. primary care organization.\" It offers both in-person and virtual care, seeking to make healthcare more affordable, accessible, and enjoyable.The company was founded in 2002  and finished its most recent quarter with 767,000 members, a 28% increase from the prior year.  For 2022, it expects revenue of $831 million to $853 million, and an adjusted EBITDA loss of $130 million to $150 million.It's not clear what Amazon intends to do with One Medical -- if it will fold it into the Amazon Care brand, or have it continue to operate separately -- but the press release explained why Amazon finds One Medical attractive.Neil Lindsay, SVP of Amazon Health Services said the company believes healthcare is in need of reinvention, saying, \"We see lots of opportunity to both improve the quality of the experience and give people back valuable time in their days.\" He added, \"Together with One Medical's human-centered and technology-powered approach to healthcare, we believe we can and will help more people get better care, when and how they need it. We look forward to delivering on that long-term mission.\" Human-centered and tech-powered sounds a lot like how Amazon would describe its approach to business.Amazon did say that Amir Dan Rubin will stay on as CEO of One Medical.Should you buy Amazon stock now?There's no doubt that the healthcare market presents a mouthwatering opportunity for Amazon. It's a giant industry, one of the few big enough to move the needle for Amazon, and it's been highly profitable for established incumbents. The industry is also notorious for opaque pricing and providing terrible patient experiences. In other words, many Americans would be happy to see Amazon step in with its reputation for customer service and willingness to take risks.However, the acquisition of One Medical isn't a guarantee of Amazon's success in healthcare. Its track record with acquisitions has been mixed. When Amazon bought Whole Foods, supermarket stocks plunged on the news, but in the five years since the acquisition, Amazon has struggled to increase Whole Foods' market share. In healthcare, Amazon still seems far from being a true disruptor. The PillPack acquisition hasn't made Amazon a force in the pharmacy business, and its telehealth venture has yet to catch fire. Haven, the joint venture, was a notable flop.Amazon tends to acquire companies in order to enter a market after it tries and struggles to go it alone. That doesn't mean the One Medical deal is a bad move. In fact, it shows Amazon is more serious than ever about making a play for the healthcare market, which is good news for Amazon investors hoping for new growth avenues. But it's too soon to judge whether the acquisition will ultimately pay off, especially as Amazon hasn't commented on any specific strategic initiatives related to the deal.Looking at the big picture, the move is a reminder of why Amazon stock has dominated over the decades. The company is unafraid to tackle new industries and has consistently leveraged its reputation for customer service and its Prime membership program to successfully enter new categories. Amazon Prime gives the company a direct relationship with more than 200 million households globally and it's easy to see how that advantage can drive its growth in healthcare.Today, the best reason to buy Amazon may be its cheap stock price as shares have pulled back sharply this year. Its history of growth and ramping profit margins thanks to AWS doesn't hurt either. In other words, Amazon doesn't need to succeed in healthcare for the stock to outperform, but disrupting the massive industry would certainly sweeten the deal.","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801298893,"gmtCreate":1627517577812,"gmtModify":1703491418987,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/801298893","repostId":"2155697398","repostType":4,"repost":{"id":"2155697398","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":1627515720,"share":"https://ttm.financial/m/news/2155697398?lang=&edition=fundamental","pubTime":"2021-07-29 07:42","market":"us","language":"en","title":"ServiceNow beats earnings estimates on strength of subscriptions","url":"https://stock-news.laohu8.com/highlight/detail?id=2155697398","media":"Dow Jones","summary":"Citing \"strong demand across all regions and workflows,\" ServiceNow Inc. on Wednesday reported quart","content":"<p>Citing \"strong demand across all regions and workflows,\" ServiceNow Inc. on Wednesday reported quarterly results that beat expectations.</p>\n<p>The Silicon Valley-based maker of workflow software reported second-quarter net income of $59 million, or 29 cents a share, compared with $41 million, or 20 cents a share, in the year-ago period. Adjusted for stock-based compensation, depreciation and amortization and other costs, earnings were $1.42 a share. Revenue rose to $1.4 billion from $1.1 billion in the year-ago quarter, with subscription revenue increasing 31% year over year to $1.33 billion.</p>\n<p>Analysts surveyed by FactSet had forecast earnings of $1.21 a share on revenue of $1.36 billion.</p>\n<p>The company also reported a 25% increase year over year in the number of customers with more than $1 million in annual contract value.</p>\n<p>\"We are the platform for digital business, and we are well on our way to becoming a $15+ billion revenue company,\" said ServiceNow (NOW) Chief Financial Officer Gina Mastantuono in a news release.</p>\n<p>ServiceNow expects third-quarter subscription revenue of $1.4 billion to $1.405 billion. Analysts had forecast overall revenue of $1.45 billion.</p>\n<p>ServiceNow shares rose about 1.14% after hours, after rising nearly 0.2% in the regular session to close at $583.35.</p>\n<p>ServiceNow shares are up almost 6% year to date, and have risen about 34% in the past 52 weeks. By comparison, the S&amp;P 500 Index has climbed more than 17% so far this year, and 35% in the past year.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ServiceNow beats earnings estimates on strength of subscriptions</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\">\nServiceNow beats earnings estimates on strength of subscriptions\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\">2021-07-29 07:42</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Citing \"strong demand across all regions and workflows,\" ServiceNow Inc. on Wednesday reported quarterly results that beat expectations.</p>\n<p>The Silicon Valley-based maker of workflow software reported second-quarter net income of $59 million, or 29 cents a share, compared with $41 million, or 20 cents a share, in the year-ago period. Adjusted for stock-based compensation, depreciation and amortization and other costs, earnings were $1.42 a share. Revenue rose to $1.4 billion from $1.1 billion in the year-ago quarter, with subscription revenue increasing 31% year over year to $1.33 billion.</p>\n<p>Analysts surveyed by FactSet had forecast earnings of $1.21 a share on revenue of $1.36 billion.</p>\n<p>The company also reported a 25% increase year over year in the number of customers with more than $1 million in annual contract value.</p>\n<p>\"We are the platform for digital business, and we are well on our way to becoming a $15+ billion revenue company,\" said ServiceNow (NOW) Chief Financial Officer Gina Mastantuono in a news release.</p>\n<p>ServiceNow expects third-quarter subscription revenue of $1.4 billion to $1.405 billion. Analysts had forecast overall revenue of $1.45 billion.</p>\n<p>ServiceNow shares rose about 1.14% after hours, after rising nearly 0.2% in the regular session to close at $583.35.</p>\n<p>ServiceNow shares are up almost 6% year to date, and have risen about 34% in the past 52 weeks. By comparison, the S&amp;P 500 Index has climbed more than 17% so far this year, and 35% in the past year.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NOW":"ServiceNow"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155697398","content_text":"Citing \"strong demand across all regions and workflows,\" ServiceNow Inc. on Wednesday reported quarterly results that beat expectations.\nThe Silicon Valley-based maker of workflow software reported second-quarter net income of $59 million, or 29 cents a share, compared with $41 million, or 20 cents a share, in the year-ago period. Adjusted for stock-based compensation, depreciation and amortization and other costs, earnings were $1.42 a share. Revenue rose to $1.4 billion from $1.1 billion in the year-ago quarter, with subscription revenue increasing 31% year over year to $1.33 billion.\nAnalysts surveyed by FactSet had forecast earnings of $1.21 a share on revenue of $1.36 billion.\nThe company also reported a 25% increase year over year in the number of customers with more than $1 million in annual contract value.\n\"We are the platform for digital business, and we are well on our way to becoming a $15+ billion revenue company,\" said ServiceNow (NOW) Chief Financial Officer Gina Mastantuono in a news release.\nServiceNow expects third-quarter subscription revenue of $1.4 billion to $1.405 billion. Analysts had forecast overall revenue of $1.45 billion.\nServiceNow shares rose about 1.14% after hours, after rising nearly 0.2% in the regular session to close at $583.35.\nServiceNow shares are up almost 6% year to date, and have risen about 34% in the past 52 weeks. By comparison, the S&P 500 Index has climbed more than 17% so far this year, and 35% in the past year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089175354,"gmtCreate":1649978961164,"gmtModify":1676534619012,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/EB5.SI\">$FIRST RESOURCES LIMITED(EB5.SI)$</a>strong trend&nbsp;","listText":"<a href=\"https://ttm.financial/S/EB5.SI\">$FIRST RESOURCES LIMITED(EB5.SI)$</a>strong trend&nbsp;","text":"$FIRST RESOURCES LIMITED(EB5.SI)$strong trend","images":[{"img":"https://community-static.tradeup.com/news/a6bb349ea4d037646444442f341e358d","width":"1080","height":"3174"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089175354","isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":144440178,"gmtCreate":1626311712294,"gmtModify":1703757595704,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/144440178","repostId":"1130097401","repostType":4,"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078779217,"gmtCreate":1657757266139,"gmtModify":1676536056304,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"themes":[],"htmlText":"Argh","listText":"Argh","text":"Argh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078779217","repostId":"1176756062","repostType":4,"repost":{"id":"1176756062","kind":"news","pubTimestamp":1657753696,"share":"https://ttm.financial/m/news/1176756062?lang=&edition=fundamental","pubTime":"2022-07-14 07:08","market":"us","language":"en","title":"Fed Could Weigh Historic 100 Basis-Point Hike After Inflation Scorcher","url":"https://stock-news.laohu8.com/highlight/detail?id=1176756062","media":"Bloomberg","summary":"Futures show one-in-two chance of super-sized July move75 basis points now also in play for Fed’s Se","content":"<html><head></head><body><ul><li>Futures show one-in-two chance of super-sized July move</li><li>75 basis points now also in play for Fed’s September meeting</li></ul><p>Federal Reserve officials may debate a historic one percentage-point rate hike later this month after another searing inflation report piled pressure on the central bank to act.</p><p>“Everything is in play,” Atlanta Fed President Raphael Bostic told reporters in St. Petersburg, Florida, on Wednesday after US consumer prices rose a faster-than-forecast 9.1% in the year through June. Asked if that included raising rates by a full percentage point, he replied, “it would mean everything.”</p><p>The comments added fuel to bets that the Fed is more likely than not to raise interest rates by 100 basis points when it meets July 26-27, which would be the largest increase since the Fed started directly using overnight interest rates to conduct monetary policy in the early 1990s. Americans are furious over high prices and critics blame the Fed for its initial slow response.</p><p>“I think they have time, if they want, to change that expectation to 100. I don’t think they’ve given us a great reason why they should be going slow here, or being gradual,” said Michael Feroli, chief US economist at JPMorgan Chase &amp; Co.</p><p>“If you do in fact get 100 in July and 75 in September, then I think the growth outlook for later in the year probably deteriorates. Right now I’m inclined to think that the main impact might be to motivate more front loading by the Fed,” he said.</p><p><img src=\"https://static.tigerbbs.com/6544da817b130f6caed4282a2e2756e2\" tg-width=\"800\" tg-height=\"387\" width=\"100%\" height=\"auto\"/></p><p>Given the acceleration in monthly inflation, economists at Nomura Securities International now expect a full percentage-point increase in the Fed’s benchmark rate at the upcoming policy meeting.</p><p>“Incoming data suggests the Fed’s inflation problem has worsened, and we expect policy makers to react by scaling up the pace of rate hikes to reinforce their credibility,” Nomura’s Aichi Amemiya, Robert Dent and Jacob Meyer, said in a note.</p><p>Fed Chair Jerome Powell told reporters last month after the central bank raised rates by 75 basis points, to a range of 1.5% to 1.75%, that either a 50 or 75 basis-point increase was likely in July. A majority of his colleagues since then have either echoed his line or endorsed the bigger move.</p><p>Cleveland Fed President Loretta Mester will be interviewed on Bloomberg Television on Wednesday evening. Fed Governor Christopher Waller is scheduled to speak on Thursday, while Bostic and his St. Louis colleague James Bullard both have events on Friday. After that officials enter their pre-meeting blackout period.</p><p>Central banks globally are confronting unprecedented inflation, prompting historic rate hikes from Hungary to Pakistan. The Bank of Canada on Wednesday increased rates by a surprise full percentage point amid fears that decades-high price pressures are becoming entrenched.</p><p>What Bloomberg Economics Says...</p><blockquote>“The Fed is right to worry about the unmooring of inflation expectations -- and this report raises the chance of an even larger rate hike than 75 basis points down the line.”-- Anna Wong and Andrew Husby, economists</blockquote><p>Brett Ryan, senior US economist at Deutsche Bank AG, said it made sense to price in some risk of a larger Fed move, but saw it as unlikely without explicit communication from the central bank.</p><p>“The hawks had to have agreed to the guidance of 50 to 75, with the understanding that if we got an upside print, 75 would be the number,” he said. “They have time to communicate if they want to put that message out there.”</p><p>The US central bank has pivoted to aggressive policy tightening to confront the highest inflation in 40 years, which critics say was egged on by policy makers’ slow initial response. They raised rates by 75 basis points last month -- the largest increase since 1994 -- despite previously signaling that they were on track for a smaller half-point move.</p><p>“You have to put 100 on the table for July,” said Andrew Hollenhorst, Citigroup chief US economist. “Everybody should be quite cautious about calling peak inflation -- a few months ago the peak was supposed to be 8.3%.”</p><p>Fed officials have said they want to push policy into restrictive territory, to a range of 3.25 to 3.5% by the end of this year, according to the median projection from the quarterly economic projections released in June. Futures markets Wednesday showed investors pricing in an even higher 3.5% to 3.75% range by year end.</p><p>Economists warn that such a fast pace of large increases could push the US into recession. Ahandfulof banks are calling for a contraction starting this year, while others see it starting next year.</p><p>“The more aggressive the Fed gets, it’s a question of what kind of recession we are going to get,” said Tom Porcelli, chief US economist at RBC Capital Markets. “It’s really easy to make the case that the Fed is going to be just as spooked by this number as they were the last -- that’s the right way to think about it.”</p><p>The Fed’s abrupt change to a 75 basis-point increase last month came on the back of a preliminary survey showing consumer expectations for future inflation were rising.</p><p>Subsequent updates to the data, which came after the Fed’s meeting, erased most of that uptick, but preliminary July figures, expected Friday, may provide policy makers with more ammunition to super-size this month’s hike.</p><p>Inflation expectations are particularly concerning to Powell and his colleagues, who are trying to avoid a 1970s-style price spiral.</p><p>“After what happened in June, I do not rule anything out,’ said Stephen Stanley, chief economist at Amherst Pierpont Securities. “I had been thinking that the Fed would decelerate to a 50-basis-point-per-meeting pace beginning in September, but if the next two monthly inflation numbers look like May’s and June’s, all bets are off.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed Could Weigh Historic 100 Basis-Point Hike After Inflation Scorcher</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed Could Weigh Historic 100 Basis-Point Hike After Inflation Scorcher\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-14 07:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-13/fed-could-weigh-historic-100-basis-point-hike-after-cpi-scorcher><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Futures show one-in-two chance of super-sized July move75 basis points now also in play for Fed’s September meetingFederal Reserve officials may debate a historic one percentage-point rate hike later ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-13/fed-could-weigh-historic-100-basis-point-hike-after-cpi-scorcher\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-13/fed-could-weigh-historic-100-basis-point-hike-after-cpi-scorcher","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176756062","content_text":"Futures show one-in-two chance of super-sized July move75 basis points now also in play for Fed’s September meetingFederal Reserve officials may debate a historic one percentage-point rate hike later this month after another searing inflation report piled pressure on the central bank to act.“Everything is in play,” Atlanta Fed President Raphael Bostic told reporters in St. Petersburg, Florida, on Wednesday after US consumer prices rose a faster-than-forecast 9.1% in the year through June. Asked if that included raising rates by a full percentage point, he replied, “it would mean everything.”The comments added fuel to bets that the Fed is more likely than not to raise interest rates by 100 basis points when it meets July 26-27, which would be the largest increase since the Fed started directly using overnight interest rates to conduct monetary policy in the early 1990s. Americans are furious over high prices and critics blame the Fed for its initial slow response.“I think they have time, if they want, to change that expectation to 100. I don’t think they’ve given us a great reason why they should be going slow here, or being gradual,” said Michael Feroli, chief US economist at JPMorgan Chase & Co.“If you do in fact get 100 in July and 75 in September, then I think the growth outlook for later in the year probably deteriorates. Right now I’m inclined to think that the main impact might be to motivate more front loading by the Fed,” he said.Given the acceleration in monthly inflation, economists at Nomura Securities International now expect a full percentage-point increase in the Fed’s benchmark rate at the upcoming policy meeting.“Incoming data suggests the Fed’s inflation problem has worsened, and we expect policy makers to react by scaling up the pace of rate hikes to reinforce their credibility,” Nomura’s Aichi Amemiya, Robert Dent and Jacob Meyer, said in a note.Fed Chair Jerome Powell told reporters last month after the central bank raised rates by 75 basis points, to a range of 1.5% to 1.75%, that either a 50 or 75 basis-point increase was likely in July. A majority of his colleagues since then have either echoed his line or endorsed the bigger move.Cleveland Fed President Loretta Mester will be interviewed on Bloomberg Television on Wednesday evening. Fed Governor Christopher Waller is scheduled to speak on Thursday, while Bostic and his St. Louis colleague James Bullard both have events on Friday. After that officials enter their pre-meeting blackout period.Central banks globally are confronting unprecedented inflation, prompting historic rate hikes from Hungary to Pakistan. The Bank of Canada on Wednesday increased rates by a surprise full percentage point amid fears that decades-high price pressures are becoming entrenched.What Bloomberg Economics Says...“The Fed is right to worry about the unmooring of inflation expectations -- and this report raises the chance of an even larger rate hike than 75 basis points down the line.”-- Anna Wong and Andrew Husby, economistsBrett Ryan, senior US economist at Deutsche Bank AG, said it made sense to price in some risk of a larger Fed move, but saw it as unlikely without explicit communication from the central bank.“The hawks had to have agreed to the guidance of 50 to 75, with the understanding that if we got an upside print, 75 would be the number,” he said. “They have time to communicate if they want to put that message out there.”The US central bank has pivoted to aggressive policy tightening to confront the highest inflation in 40 years, which critics say was egged on by policy makers’ slow initial response. They raised rates by 75 basis points last month -- the largest increase since 1994 -- despite previously signaling that they were on track for a smaller half-point move.“You have to put 100 on the table for July,” said Andrew Hollenhorst, Citigroup chief US economist. “Everybody should be quite cautious about calling peak inflation -- a few months ago the peak was supposed to be 8.3%.”Fed officials have said they want to push policy into restrictive territory, to a range of 3.25 to 3.5% by the end of this year, according to the median projection from the quarterly economic projections released in June. Futures markets Wednesday showed investors pricing in an even higher 3.5% to 3.75% range by year end.Economists warn that such a fast pace of large increases could push the US into recession. Ahandfulof banks are calling for a contraction starting this year, while others see it starting next year.“The more aggressive the Fed gets, it’s a question of what kind of recession we are going to get,” said Tom Porcelli, chief US economist at RBC Capital Markets. “It’s really easy to make the case that the Fed is going to be just as spooked by this number as they were the last -- that’s the right way to think about it.”The Fed’s abrupt change to a 75 basis-point increase last month came on the back of a preliminary survey showing consumer expectations for future inflation were rising.Subsequent updates to the data, which came after the Fed’s meeting, erased most of that uptick, but preliminary July figures, expected Friday, may provide policy makers with more ammunition to super-size this month’s hike.Inflation expectations are particularly concerning to Powell and his colleagues, who are trying to avoid a 1970s-style price spiral.“After what happened in June, I do not rule anything out,’ said Stephen Stanley, chief economist at Amherst Pierpont Securities. “I had been thinking that the Fed would decelerate to a 50-basis-point-per-meeting pace beginning in September, but if the next two monthly inflation numbers look like May’s and June’s, all bets are off.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082579026,"gmtCreate":1650587903140,"gmtModify":1676534758472,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"themes":[],"htmlText":"The good old gold&nbsp;","listText":"The good old gold&nbsp;","text":"The good old gold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082579026","repostId":"9086679832","repostType":1,"repost":{"id":9086679832,"gmtCreate":1650456106776,"gmtModify":1676534727541,"author":{"id":"3527667668165440","authorId":"3527667668165440","name":"Capital_Insights","avatar":"https://static.tigerbbs.com/cfdc66fff48bb2b9e2d328ac5eb33100","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667668165440","authorIdStr":"3527667668165440"},"themes":[],"title":"Warren Buffetts TOP 8 TIPS for beating INFLATION","htmlText":"Warren Buffett has been thinking about inflation for a long time. The legendary 91-year old investor had the dangers of inflation drilled into him by his Republican Congressman father, according to biographers, and has repeatedly commented on the subject throughout his investing career. \"We're seeing very substantial inflation. We're raising prices, people are raising prices tous. And its being accepted.\" —Buffett said at lastyear's&nbsp;Berkshire&nbsp;Hathaway annual meeting Consumer prices increased 7.9 percent in February 2022 compared to the prior year, the highest level of inflation in&nbsp;40&nbsp;years.&nbsp;Prices&nbsp;for&nbsp;used&nbsp;cars&nbsp;and&nbsp;gasoline&nbsp;each&nbsp;rose&nbsp;by&nbsp;about&nbsp;40%. So why is inflation such a concern for investors? Inflation, or a gen","listText":"Warren Buffett has been thinking about inflation for a long time. The legendary 91-year old investor had the dangers of inflation drilled into him by his Republican Congressman father, according to biographers, and has repeatedly commented on the subject throughout his investing career. \"We're seeing very substantial inflation. We're raising prices, people are raising prices tous. And its being accepted.\" —Buffett said at lastyear's&nbsp;Berkshire&nbsp;Hathaway annual meeting Consumer prices increased 7.9 percent in February 2022 compared to the prior year, the highest level of inflation in&nbsp;40&nbsp;years.&nbsp;Prices&nbsp;for&nbsp;used&nbsp;cars&nbsp;and&nbsp;gasoline&nbsp;each&nbsp;rose&nbsp;by&nbsp;about&nbsp;40%. So why is inflation such a concern for investors? Inflation, or a gen","text":"Warren Buffett has been thinking about inflation for a long time. The legendary 91-year old investor had the dangers of inflation drilled into him by his Republican Congressman father, according to biographers, and has repeatedly commented on the subject throughout his investing career. \"We're seeing very substantial inflation. We're raising prices, people are raising prices tous. And its being accepted.\" —Buffett said at lastyear's Berkshire Hathaway annual meeting Consumer prices increased 7.9 percent in February 2022 compared to the prior year, the highest level of inflation in 40 years. Prices for used cars and gasoline each rose by about 40%. So why is inflation such a concern for investors? Inflation, or a gen","images":[{"img":"https://community-static.tradeup.com/news/b0d332e1b0bd7ea4a422f55a6ca1d70e","width":"300","height":"168"},{"img":"https://community-static.tradeup.com/news/693de1783894a454b4b7bbb67627fca7","width":"501","height":"695"},{"img":"https://community-static.tradeup.com/news/2cb87d149333e40cb68c6148bed95c41","width":"1059","height":"405"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086679832","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832042572,"gmtCreate":1629549646696,"gmtModify":1676530069285,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"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":3,"repostSize":0,"link":"https://ttm.financial/post/832042572","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://ttm.financial/m/news/1151608193?lang=&edition=fundamental","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p>\n<p>In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p>\n<p>The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p>\n<p>Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p>\n<p>A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p>\n<p>Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p>\n<p>You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p>\n<p><b>1. The wicked witch of cyclicality is dead</b></p>\n<p>“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p>\n<p>“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p>\n<p>He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p>\n<p>All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p>\n<p><b>2. The players have consolidated</b></p>\n<p>All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p>\n<p>In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p>\n<p>These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p>\n<p><b>3. Profitability has improved</b></p>\n<p>This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p>\n<p>This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p>\n<p><b>The stocks to buy</b></p>\n<p>Here are six names favored by chip experts I recently checked in with.</p>\n<p><b>New management plays</b></p>\n<p>Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p>\n<p>Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p>\n<p><b>A data center and gaming play</b></p>\n<p>Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p>\n<p><b>Design tool companies</b></p>\n<p>Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p>\n<p>Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p>\n<p><b>An EUV&nbsp;play</b></p>\n<p>To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p>\n<p>In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p>\n<p><b>Risks</b></p>\n<p>Here are some of the chief risks for chip sector investors to watch.</p>\n<p><b>Oversupply</b></p>\n<p>Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p>\n<p>The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p>\n<p>Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p>\n<p><b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p>\n<p>Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p>\n<p><b>A disturbing signal</b></p>\n<p>A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p>\n<p>Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p>\n<p>But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p>\n<p>Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p>\n<p>Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p>","source":"lsy1603348471595","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>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul</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\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares ...</p>\n\n<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNPS":"新思科技","NVDA":"英伟达","AAPL":"苹果","GOOG":"谷歌","ASML":"阿斯麦","GOOGL":"谷歌A","ON":"安森美半导体","QCOM":"高通","AMZN":"亚马逊","SSNLF":"三星电子","CDNS":"铿腾电子","SOXX":"iShares费城交易所半导体ETF","TSM":"台积电"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831507390,"gmtCreate":1629333161410,"gmtModify":1676530004737,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/831507390","repostId":"1173912409","repostType":4,"repost":{"id":"1173912409","kind":"news","pubTimestamp":1629328047,"share":"https://ttm.financial/m/news/1173912409?lang=&edition=fundamental","pubTime":"2021-08-19 07:07","market":"us","language":"en","title":"Stocks End the Day in an Ugly Way After Fed Minutes Show Taper Talk Is Serious","url":"https://stock-news.laohu8.com/highlight/detail?id=1173912409","media":"Barrons","summary":"Stocks sold off Wednesday after the release of the minutes of the Federal Reserve’s July meeting.\nTh","content":"<p>Stocks sold off Wednesday after the release of the minutes of the Federal Reserve’s July meeting.</p>\n<p>The&nbsp;Dow Jones Industrial Average&nbsp;dropped 383 points, or 1.1%, while the S&amp;P 500&nbsp;fell 1.1%. The Nasdaq Composite&nbsp;declined 0.9%. All three finished near their lows of the day.</p>\n<p>Fed governors have been dropping hints in recent weeks that the beginning of the end of the central bank’s bond buying was nearing, and the minutes confirmed that&nbsp;taperingis at hand. “Most participants noted that …it could be appropriate to start reducing the pace of asset purchases this year,” the minutes read.</p>\n<p>The assessment comes as&nbsp;the economy has recovered quickly, and reflects that the Fed is now focused on when—and how quickly—to remove support from the economy.</p>\n<p>The selloff was broad. About 83% of S&amp;P 500 stocks fell on the day, according to FactSet. This dynamics often reflects concern about how the market will perform without the Fed there to support it.</p>\n<p>Now, it’s just a question of when tapering will begin. It’ “is going to be September or December,” said Dave Wagner, portfolio manager and analyst at Aptus Capital Advisors. “Everyone is focusing on Jackson Hole in my opinion,” he continued, referring to the conclave of central bankers that occurs later this month in Jackson Hole, Wyo.</p>\n<p>Strangely, the bond market didn’t react all that much, with the 10-year Treasury yield closing at 1.27%, where it hovered for most of the day. The 2-year yield, which often moves higher when market participants see the Fed hiking short-term interest rates sooner, ended at 0.21%, lower than the 0.22% it hit in the morning.</p>\n<p>“I don’t think we’ve learned anything new,” said Tom Graff, head of fixed income at Brown Advisory. Graff added that the consensus for a short-term interest rate hikes in 2022 or 2023 hasn’t changed.</p>\n<p>A weak market, however, couldn’t keep some stocks down. For some, it was about earnings.Lowe’s&nbsp;(ticker: LOW) stock rose 9.6% after&nbsp;reporting a profit&nbsp;of $4.25 a share, beating estimates of $4.01 a share, on sales of $27.6 billion, above expectations for $26.9 billion.TJX&nbsp;(TJX) stock rose 6% after reporting&nbsp;a profit&nbsp;of 64 cents a share, beating estimates of 59 cents a share, on sales of $12.1 billion, above expectations for $11 billion.</p>\n<p>Others were buoyed by analyst upgrades, with ViacomCBS (VIAC) stock rose 3.7% after getting upgraded to Overweight from Equal Weight at Wells Fargo, and BlackBerry (BB) stock gained 4.2% after getting upgraded to Hold from Sell at Canaccord Genuity.</p>\n<p>Tilray&nbsp;(TLRY) stock rose 1.1% after the company bought senior secured convertible notes in marijuana company&nbsp;MedMen Enterprises.&nbsp;The notes would convert into an equity stake if&nbsp;cannabis is legalized in the U.S.</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>Stocks End the Day in an Ugly Way After Fed Minutes Show Taper Talk Is Serious</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStocks End the Day in an Ugly Way After Fed Minutes Show Taper Talk Is Serious\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-19 07:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stock-market-today-51629283162?mod=hp_LEAD_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks sold off Wednesday after the release of the minutes of the Federal Reserve’s July meeting.\nThe Dow Jones Industrial Average dropped 383 points, or 1.1%, while the S&P 500 fell 1.1%. The Nasdaq ...</p>\n\n<a href=\"https://www.barrons.com/articles/stock-market-today-51629283162?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TLRY":"Tilray Inc.",".SPX":"S&P 500 Index",".DJI":"道琼斯","TJX":"The TJX Companies Inc.","LOW":"劳氏",".IXIC":"NASDAQ Composite","BB":"黑莓"},"source_url":"https://www.barrons.com/articles/stock-market-today-51629283162?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173912409","content_text":"Stocks sold off Wednesday after the release of the minutes of the Federal Reserve’s July meeting.\nThe Dow Jones Industrial Average dropped 383 points, or 1.1%, while the S&P 500 fell 1.1%. The Nasdaq Composite declined 0.9%. All three finished near their lows of the day.\nFed governors have been dropping hints in recent weeks that the beginning of the end of the central bank’s bond buying was nearing, and the minutes confirmed that taperingis at hand. “Most participants noted that …it could be appropriate to start reducing the pace of asset purchases this year,” the minutes read.\nThe assessment comes as the economy has recovered quickly, and reflects that the Fed is now focused on when—and how quickly—to remove support from the economy.\nThe selloff was broad. About 83% of S&P 500 stocks fell on the day, according to FactSet. This dynamics often reflects concern about how the market will perform without the Fed there to support it.\nNow, it’s just a question of when tapering will begin. It’ “is going to be September or December,” said Dave Wagner, portfolio manager and analyst at Aptus Capital Advisors. “Everyone is focusing on Jackson Hole in my opinion,” he continued, referring to the conclave of central bankers that occurs later this month in Jackson Hole, Wyo.\nStrangely, the bond market didn’t react all that much, with the 10-year Treasury yield closing at 1.27%, where it hovered for most of the day. The 2-year yield, which often moves higher when market participants see the Fed hiking short-term interest rates sooner, ended at 0.21%, lower than the 0.22% it hit in the morning.\n“I don’t think we’ve learned anything new,” said Tom Graff, head of fixed income at Brown Advisory. Graff added that the consensus for a short-term interest rate hikes in 2022 or 2023 hasn’t changed.\nA weak market, however, couldn’t keep some stocks down. For some, it was about earnings.Lowe’s (ticker: LOW) stock rose 9.6% after reporting a profit of $4.25 a share, beating estimates of $4.01 a share, on sales of $27.6 billion, above expectations for $26.9 billion.TJX (TJX) stock rose 6% after reporting a profit of 64 cents a share, beating estimates of 59 cents a share, on sales of $12.1 billion, above expectations for $11 billion.\nOthers were buoyed by analyst upgrades, with ViacomCBS (VIAC) stock rose 3.7% after getting upgraded to Overweight from Equal Weight at Wells Fargo, and BlackBerry (BB) stock gained 4.2% after getting upgraded to Hold from Sell at Canaccord Genuity.\nTilray (TLRY) stock rose 1.1% after the company bought senior secured convertible notes in marijuana company MedMen Enterprises. The notes would convert into an equity stake if cannabis is legalized in the U.S.","news_type":1},"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809100280,"gmtCreate":1627350583740,"gmtModify":1703488114397,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"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":3,"repostSize":0,"link":"https://ttm.financial/post/809100280","repostId":"1153028059","repostType":4,"repost":{"id":"1153028059","kind":"news","pubTimestamp":1627340900,"share":"https://ttm.financial/m/news/1153028059?lang=&edition=fundamental","pubTime":"2021-07-27 07:08","market":"us","language":"en","title":"Tesla sales surge 98%; company boosts margins on its less-costly electric cars","url":"https://stock-news.laohu8.com/highlight/detail?id=1153028059","media":"Reuters","summary":" -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.Tesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.For the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operati","content":"<p>(Reuters) -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.</p>\n<p>Tesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.</p>\n<p>For the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operation. Tesla boosted its performance by cutting features it said were unused or unneeded and raising U.S. vehicle prices.</p>\n<p>Shares of the world’s most valuable automaker rose 1.5% in extended trade.</p>\n<p>In a call with investors and analysts, Tesla executives said that volume production growth will depend on parts availability, and Musk cautioned the shortage of semiconductors will continue.</p>\n<p>“The global chip shortage situation remains quite serious,” Musk said.</p>\n<p>Still, Musk said Tesla expects to launch production this year of the Model Y SUV at factories under construction in Texas and Germany. He said the company expects battery cell suppliers to double production next year.</p>\n<p>Despite the pandemic and the supply chain crisis, Tesla posted record deliveries during the quarter, thanks to sales of cheaper models including Model 3 sedans and Model Ys.</p>\n<p>The carmaker, led by billionaire entrepreneur Elon Musk, said revenue jumped to $11.96 billion from $6.04 billion a year earlier, when its California factory was shut down for more than six weeks due to local lockdown orders to fight the pandemic.</p>\n<p>Analysts had expected revenue of about $11.3 billion, according to IBES data from Refinitiv.</p>\n<p>Excluding items, Tesla posted a profit of $1.45 per share, easily topping analyst expectations for a profit of 98 cents per share.</p>\n<p>Tesla said operating income rose with volume growth and cost reduction, which offset higher supply chain costs, lower regulatory credit revenue and other items including $23 million in losses on investment in cryptocurrency bitcoin.</p>\n<p>Tesla’s profitability has often relied on selling regulatory credits to other automakers, but in the second quarter, Tesla was profitable without these credits for the first time since the end of 2019. Its GAAP net income was $1.14 billion in the second quarter. Revenue from the credits only totaled $354 million.</p>\n<p>“Tesla impressed with its numbers, as most of its revenue came from vehicle sales,” Jesse Cohen, senior analyst at Investing.com, said.</p>\n<p>Carmaker Stellantis expects to achieve its European carbon dioxide (CO2) emissions targets this year without environmental credits bought from Tesla.</p>\n<p>Tesla said it said it has delayed the launch of the Semi truck program to 2022 to focus on starting factories and due to limited availability of battery cells and other parts this year.</p>\n<p>But the company’s new 4680 batteries are not ready for volume production; executives said it was difficult to predict when technological challenges would be resolved.</p>\n<p>In an aside, Musk said he “most likely will not be on earnings calls” going forward to discuss financial results with investors and analysts. These calls have been a colorful quarterly ritual Musk has used for discourses on Tesla technology, or to fire back at rivals or critics.</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 sales surge 98%; company boosts margins on its less-costly electric cars</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 sales surge 98%; company boosts margins on its less-costly electric cars\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-27 07:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/tesla-results/update-4-tesla-sales-surge-98-company-boosts-margins-on-its-less-costly-electric-cars-idUSL4N2P23I5><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on ...</p>\n\n<a href=\"https://www.reuters.com/article/tesla-results/update-4-tesla-sales-surge-98-company-boosts-margins-on-its-less-costly-electric-cars-idUSL4N2P23I5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.reuters.com/article/tesla-results/update-4-tesla-sales-surge-98-company-boosts-margins-on-its-less-costly-electric-cars-idUSL4N2P23I5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153028059","content_text":"(Reuters) -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.\nTesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.\nFor the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operation. Tesla boosted its performance by cutting features it said were unused or unneeded and raising U.S. vehicle prices.\nShares of the world’s most valuable automaker rose 1.5% in extended trade.\nIn a call with investors and analysts, Tesla executives said that volume production growth will depend on parts availability, and Musk cautioned the shortage of semiconductors will continue.\n“The global chip shortage situation remains quite serious,” Musk said.\nStill, Musk said Tesla expects to launch production this year of the Model Y SUV at factories under construction in Texas and Germany. He said the company expects battery cell suppliers to double production next year.\nDespite the pandemic and the supply chain crisis, Tesla posted record deliveries during the quarter, thanks to sales of cheaper models including Model 3 sedans and Model Ys.\nThe carmaker, led by billionaire entrepreneur Elon Musk, said revenue jumped to $11.96 billion from $6.04 billion a year earlier, when its California factory was shut down for more than six weeks due to local lockdown orders to fight the pandemic.\nAnalysts had expected revenue of about $11.3 billion, according to IBES data from Refinitiv.\nExcluding items, Tesla posted a profit of $1.45 per share, easily topping analyst expectations for a profit of 98 cents per share.\nTesla said operating income rose with volume growth and cost reduction, which offset higher supply chain costs, lower regulatory credit revenue and other items including $23 million in losses on investment in cryptocurrency bitcoin.\nTesla’s profitability has often relied on selling regulatory credits to other automakers, but in the second quarter, Tesla was profitable without these credits for the first time since the end of 2019. Its GAAP net income was $1.14 billion in the second quarter. Revenue from the credits only totaled $354 million.\n“Tesla impressed with its numbers, as most of its revenue came from vehicle sales,” Jesse Cohen, senior analyst at Investing.com, said.\nCarmaker Stellantis expects to achieve its European carbon dioxide (CO2) emissions targets this year without environmental credits bought from Tesla.\nTesla said it said it has delayed the launch of the Semi truck program to 2022 to focus on starting factories and due to limited availability of battery cells and other parts this year.\nBut the company’s new 4680 batteries are not ready for volume production; executives said it was difficult to predict when technological challenges would be resolved.\nIn an aside, Musk said he “most likely will not be on earnings calls” going forward to discuss financial results with investors and analysts. These calls have been a colorful quarterly ritual Musk has used for discourses on Tesla technology, or to fire back at rivals or critics.","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985236882,"gmtCreate":1667397109946,"gmtModify":1676537910943,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9985236882","repostId":"2280310626","repostType":4,"repost":{"id":"2280310626","kind":"highlight","pubTimestamp":1667394221,"share":"https://ttm.financial/m/news/2280310626?lang=&edition=fundamental","pubTime":"2022-11-02 21:03","market":"us","language":"en","title":"Palantir: A Bargain Heading Into Q3 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2280310626","media":"seekingalpha","summary":"SummaryPalantir is helping organizations all over the world make sense of their data.Although it use","content":"<html><head></head><body><p>Summary</p><ul><li>Palantir is helping organizations all over the world make sense of their data.</li><li>Although it used to predominantly serve governments, Palantir has been growing rapidly with its commercial customers.</li><li>The company disappointed investors in August with its Q2 results, offering extremely soft Q3 revenue guidance.</li><li>Shares responded by cratering 15%, but there is now too much negativity priced into Palantir shares.</li><li>So, will Q3 provide any positive catalysts for investors? Let&#39;s take a look.</li></ul><h2>Investment Thesis</h2><p>Palantir (NYSE:PLTR) is a leading software company helping organizations to make sense of the massive amounts of data they ingest on a daily basis - transforming this from billions of data points into actionable information. It started off predominantly by serving governments, but in recent years Palantir has been expanding rapidly into the commercial market, opening up a much larger opportunity.</p><p>My investment thesis for Palantir is the following: the amount of data that businesses have to work with is only going to increase exponentially, and they need a way of coping with this data and making use of it - this is where Palantir comes in. I want to see continued expansion within commercial customers, a strong dollar-based retention rate implying high switching costs, and continued execution of Palantir&#39;s &#39;land and expand&#39; strategy, as well as margins improving over the long term.</p><p>Unfortunately for Palantir shareholders, 2022 has been a pretty painful year so far. The company underwhelmed investors with its Q2 earnings report, offering up extremely soft Q3 guidance and reducing its full year revenue outlook. Shares reacted by falling 15%, compounding on the misery that shareholders have been feeling all year after seeing the stock tumble 65% in the last twelve months.</p><p></p><p><img src=\"https://static.tigerbbs.com/50338e8bb687992d4f0f3496d6e356c5\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p></p><p>Yet the long-term thesis for Palantir remains very much intact. It&#39;s also worth remembering that the contracts Palantir signs with its customers are pretty huge, so the timing of these contracts can cause revenue to be quite lumpy on a quarter-to-quarter basis, which goes some way to explaining the slowdown in management&#39;s Q3 guidance.</p><p>A few months have passed and Palantir&#39;s Q3 results are just around the corner. The question is whether or not investors will be in for more pain, or if expectations have got so low for Palantir&#39;s results that the slightest bit of good news will be met with positivity from Wall Street? Let&#39;s see at what investors should look out for when Palantir reports next week.</p><h2>Latest Expectations</h2><p>Palantir is set to report its Q3 earnings on Monday, November 7, before the market opens, and there are several key items that investors should keep their eyes on.</p><p>Starting with the headline numbers, analysts are expecting Q3 revenue of ~$475m, representing YoY growth of 21.1%. This expectation is at the top end of management&#39;s guidance of $474-$475m. As the graph below shows, Q3 revenue of $475m would represent virtually zero sequential growth from Q2 to Q3, with revenue increasing by only 0.4% - this is certainly not what investors would expect from a &#39;growth&#39; company such as Palantir, and it&#39;s part of the reason why shares cratered after its Q2 earnings report.<img src=\"https://static.tigerbbs.com/92ad77070af619595a6d91bb45befbd3\" tg-width=\"640\" tg-height=\"377\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha / Palantir / Author&#39;s Work</p><p>As mentioned, Palantir&#39;s revenue from quarter-to-quarter can be quite lumpy due to the nature of its large, government contracts, and this is part of the reason why the Q3 revenue guidance was so poor, as Chief Legal and Business Affairs Officer Ryan Taylor outlined on the earnings call:</p><blockquote>Across government and commercial, the opportunity in front of us is enormous, which makes the revised near-term outlook, all the more disappointing. It doesn&#39;t come close to representing our ambition and the opportunity before us.</blockquote><blockquote>While the timing of large contracts in government can be frustrating, the underlying requirements and needs are enduring. It&#39;s worth noting that our revised guidance excludes any new major U.S. government awards.</blockquote><p>This volatile revenue growth is something Palantir investors have to accept (even if the market doesn&#39;t), with the understanding that as long as the business is succeeding, these fluctuations will balance out in the long-term. The problem is that it can be difficult to know whether or not the slowdown is in fact caused by contract timing, or if there are underlying problems with the business - and, frankly, only time will tell.</p><p>This uncertainty surrounding government contracts caused Palantir to lower its full year revenue guidance as well, moving from $2.004B in Q1&#39;22 to $1,900-$1,902B in Q2&#39;22. Wall Street has listened to these expectations, and expects exactly $1.9B in full year revenue for Palantir.</p><p><img src=\"https://static.tigerbbs.com/7a650ab2eb7d06ef8d029fc362db8a60\" tg-width=\"640\" tg-height=\"372\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha / Palantir / Author&#39;s Work</p><p>It&#39;s worth noting that Palantir&#39;s Q3 and full year revenue guidance excludes &#39;any new major U.S. government awards&#39;, so there is ample opportunity for Palantir to exceed analysts&#39; expectations when it reports. For example, Palantir announced at the end of September that the U.S. Army Research Lab extended its contract, with the new contract being worth up to $229m over one year - this won&#39;t materially impact Q3 results, but may well boost Palantir&#39;s outlook for Q4.</p><p>Taking a quick look at the bottom line, analysts are expecting Palantir to deliver EPS of $0.02.</p><p><img src=\"https://static.tigerbbs.com/39168228144f2fa0fa2b8bcf96832038\" tg-width=\"640\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha / Author&#39;s Work</p><p>The company missed analysts&#39; expectations on earnings in Q1 and Q2 this year, but I&#39;m not too concerned; it continues to churn out free cash flow, and it doesn&#39;t give EPS guidance anyway. It is, however, still worth watching for investors in order to gauge Palantir&#39;s cost-control ability, but there isn&#39;t anything here to worry me.</p><p>Besides the headline figures, what else should investors look at when Palantir reports?</p><h2>Key Metrics To Watch In Palantir&#39;s Q3 Earnings</h2><p>A cornerstone of my investment thesis in Palantir is the company&#39;s ability to expand beyond its government customers and into the commercial market, since I believe there is a substantially larger opportunity if it can gain commercial traction. As per the below chart, Palantir has been doing just that over the past year or two, however the sequential growth rate in Q2 of just ~10% for commercial customers indicated a sharp slowdown.</p><p><img src=\"https://static.tigerbbs.com/e72d330b4be731115685a3970d425dab\" tg-width=\"640\" tg-height=\"443\" referrerpolicy=\"no-referrer\"/></p><p>Palantir / Author&#39;s Work</p><p>On the plus side, Palantir has seen incredible momentum in the U.S. commercial market, with revenues growing 120% YoY in Q2 from $39m to $86m. This commercial momentum is what drove Palantir forward over the past year, with Q2 commercial revenues growing 46% YoY compared to just 13% growth from government revenues.</p><p><img src=\"https://static.tigerbbs.com/806a4b373255d7c1de6710947cd29999\" tg-width=\"640\" tg-height=\"397\" referrerpolicy=\"no-referrer\"/></p><p>Palantir / Author&#39;s Work</p><p>It&#39;ll be interesting to see exactly how this trend plays out in Q3, but I personally will be disappointed to see a <i>substantial</i> slowdown in commercial momentum. I understand that we&#39;re in a difficult macroeconomic environment, so I am prepared for a slight slowdown, but the above graph shows that the rapid growth in commercial revenues have been driving Palantir forwards - if this starts to falter, Q3 may not paint a pretty picture.</p><h2>Quick Take: Palantir&#39;s Core Financial Metrics</h2><p>The deceleration of Palantir&#39;s revenues is extremely apparent in the below table, with revenue over the past 12 months only growing 31% YoY compared to 41% in 2021. On the plus side, Palantir&#39;s insane EBIT margins in 2020 of -107% have improved greatly, and are now just -13% over the past 12 months; which remains a substantial improvement from the -27% in 2021.</p><p><img src=\"https://static.tigerbbs.com/81824af966d22903a89b862fa189f212\" tg-width=\"640\" tg-height=\"385\" referrerpolicy=\"no-referrer\"/></p><p>Author&#39;s Work</p><p>The company continues to have an extremely strong balance sheet, with net cash of almost $2.5 billion, and remains free cash flow positive - so, no risk of Palantir running into financial difficulties any time soon. Stock-based compensation as a percentage of the total gross profit has also declined rapidly (phew!), although it still accounts for a whopping 47% of gross profits over the past 12 months.</p><p>Taking a look at the quarterly metrics below should give investors more of an indication of Palantir&#39;s current direction, but I&#39;ll do a very quick summary.</p><p><img src=\"https://static.tigerbbs.com/4a1cc6fa56c3e2ce9805a951d80bc244\" tg-width=\"640\" tg-height=\"482\" referrerpolicy=\"no-referrer\"/></p><p>Author&#39;s Work</p><p><b>The good:</b> consistently strong gross profit margins, negative EBIT margins down into the single digits, balance sheet remains extremely strong, and stock-based compensation is consistently falling.</p><p><b>The bad:</b> revenue growth is declining rapidly (and Q3 guidance implies that this decline will continue), and free cash flow margins are worsening, at least in part due to the declining revenue growth.</p><p>If you take out the sharp revenue decline, then I would say that Palantir&#39;s financials are heading in the right direction fast. The main issue is that Palantir is a growth story, and so investors cannot ignore the slowing revenue growth; so, investors will be hoping that Q3 shows signs of continuing commercial momentum, and perhaps more optimism on the government side than management alluded to in Q2.</p><h2>PLTR Stock Valuation</h2><p>As with all high growth, disruptive companies, valuation is tough. I believe that my approach will give me an idea about whether Palantir is insanely overvalued or undervalued, but valuation is the final thing I look at - the quality of the business itself is far more important in the long run.</p><p><img src=\"https://static.tigerbbs.com/224891557cdce5bb3f22406e67e196c9\" tg-width=\"640\" tg-height=\"856\" referrerpolicy=\"no-referrer\"/></p><p>Author&#39;s Work</p><p>I have kept my model virtually the same as in my previous article, with a few slight tweaks to the 2026 FCF / EV multiple in order to be a bit more conservative in my base and bear case scenarios.</p><p>Put that all together, and I can see Palantir shares achieving a CAGR of 6%, 21%, and 37% in my respective bear, base, and bull case scenarios. Whilst it has been a tough year for the business, if it achieves its frequently stated aim of &#39;at least 30% annual revenue growth through to 2025&#39;, then the current share price appears to be very attractive.</p><h2>Bottom Line</h2><p>Q3 earnings will be crucial for Palantir, because there are plenty of yellow flags that could turn into red flags, such as slowing commercial customer acquisition and the sharp decline in revenue growth. I will cut the company some slack due to the difficult macroeconomic environment, since cost-cutting companies may not be willing to undertake large transformational projects until there is more certainty in the economy.</p><p>Yet investors can also find plenty of reasons to be optimistic, not least because Palantir was recently named as a leader in the Forrester Wave Report for AI / ML Platforms - ahead of the likes of <a href=\"https://laohu8.com/S/IBM\">IBM</a> (IBM), Google (GOOGL) (GOOG), Amazon&#39;s AWS (AMZN), and Microsoft (MSFT). This should give investors some comfort in the quality of Palantir&#39;s platform, and I believe that when organizations are looking to undergo this level of transformation, they would prefer to go with the best offering out there.</p><p><img src=\"https://static.tigerbbs.com/4ca705fb6608304cc93a42d51b62ab24\" tg-width=\"640\" tg-height=\"755\" referrerpolicy=\"no-referrer\"/></p><p>Forrester Wave</p><p>Personally, I remain cautiously optimistic about Palantir. The company is very well set up for a decade of success, even if it is currently hitting some bumps in the road (that are at least partially macro-induced). It has a stellar balance sheet, is free cash flow positive, has an industry leading product in a growing market with tons of optionality, and the current share price is very attractive.</p><p>Given all this, I will reiterate my previous &#39;Buy&#39; rating on Palantir shares, and look forward to hearing management&#39;s latest update on the business when Q3 earnings come round next week.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: A Bargain Heading Into Q3 Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: A Bargain Heading Into Q3 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-02 21:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4551443-palantir-a-bargain-heading-into-q3-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir is helping organizations all over the world make sense of their data.Although it used to predominantly serve governments, Palantir has been growing rapidly with its commercial ...</p>\n\n<a href=\"https://seekingalpha.com/article/4551443-palantir-a-bargain-heading-into-q3-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4551443-palantir-a-bargain-heading-into-q3-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2280310626","content_text":"SummaryPalantir is helping organizations all over the world make sense of their data.Although it used to predominantly serve governments, Palantir has been growing rapidly with its commercial customers.The company disappointed investors in August with its Q2 results, offering extremely soft Q3 revenue guidance.Shares responded by cratering 15%, but there is now too much negativity priced into Palantir shares.So, will Q3 provide any positive catalysts for investors? Let's take a look.Investment ThesisPalantir (NYSE:PLTR) is a leading software company helping organizations to make sense of the massive amounts of data they ingest on a daily basis - transforming this from billions of data points into actionable information. It started off predominantly by serving governments, but in recent years Palantir has been expanding rapidly into the commercial market, opening up a much larger opportunity.My investment thesis for Palantir is the following: the amount of data that businesses have to work with is only going to increase exponentially, and they need a way of coping with this data and making use of it - this is where Palantir comes in. I want to see continued expansion within commercial customers, a strong dollar-based retention rate implying high switching costs, and continued execution of Palantir's 'land and expand' strategy, as well as margins improving over the long term.Unfortunately for Palantir shareholders, 2022 has been a pretty painful year so far. The company underwhelmed investors with its Q2 earnings report, offering up extremely soft Q3 guidance and reducing its full year revenue outlook. Shares reacted by falling 15%, compounding on the misery that shareholders have been feeling all year after seeing the stock tumble 65% in the last twelve months.Data by YChartsYet the long-term thesis for Palantir remains very much intact. It's also worth remembering that the contracts Palantir signs with its customers are pretty huge, so the timing of these contracts can cause revenue to be quite lumpy on a quarter-to-quarter basis, which goes some way to explaining the slowdown in management's Q3 guidance.A few months have passed and Palantir's Q3 results are just around the corner. The question is whether or not investors will be in for more pain, or if expectations have got so low for Palantir's results that the slightest bit of good news will be met with positivity from Wall Street? Let's see at what investors should look out for when Palantir reports next week.Latest ExpectationsPalantir is set to report its Q3 earnings on Monday, November 7, before the market opens, and there are several key items that investors should keep their eyes on.Starting with the headline numbers, analysts are expecting Q3 revenue of ~$475m, representing YoY growth of 21.1%. This expectation is at the top end of management's guidance of $474-$475m. As the graph below shows, Q3 revenue of $475m would represent virtually zero sequential growth from Q2 to Q3, with revenue increasing by only 0.4% - this is certainly not what investors would expect from a 'growth' company such as Palantir, and it's part of the reason why shares cratered after its Q2 earnings report.Seeking Alpha / Palantir / Author's WorkAs mentioned, Palantir's revenue from quarter-to-quarter can be quite lumpy due to the nature of its large, government contracts, and this is part of the reason why the Q3 revenue guidance was so poor, as Chief Legal and Business Affairs Officer Ryan Taylor outlined on the earnings call:Across government and commercial, the opportunity in front of us is enormous, which makes the revised near-term outlook, all the more disappointing. It doesn't come close to representing our ambition and the opportunity before us.While the timing of large contracts in government can be frustrating, the underlying requirements and needs are enduring. It's worth noting that our revised guidance excludes any new major U.S. government awards.This volatile revenue growth is something Palantir investors have to accept (even if the market doesn't), with the understanding that as long as the business is succeeding, these fluctuations will balance out in the long-term. The problem is that it can be difficult to know whether or not the slowdown is in fact caused by contract timing, or if there are underlying problems with the business - and, frankly, only time will tell.This uncertainty surrounding government contracts caused Palantir to lower its full year revenue guidance as well, moving from $2.004B in Q1'22 to $1,900-$1,902B in Q2'22. Wall Street has listened to these expectations, and expects exactly $1.9B in full year revenue for Palantir.Seeking Alpha / Palantir / Author's WorkIt's worth noting that Palantir's Q3 and full year revenue guidance excludes 'any new major U.S. government awards', so there is ample opportunity for Palantir to exceed analysts' expectations when it reports. For example, Palantir announced at the end of September that the U.S. Army Research Lab extended its contract, with the new contract being worth up to $229m over one year - this won't materially impact Q3 results, but may well boost Palantir's outlook for Q4.Taking a quick look at the bottom line, analysts are expecting Palantir to deliver EPS of $0.02.Seeking Alpha / Author's WorkThe company missed analysts' expectations on earnings in Q1 and Q2 this year, but I'm not too concerned; it continues to churn out free cash flow, and it doesn't give EPS guidance anyway. It is, however, still worth watching for investors in order to gauge Palantir's cost-control ability, but there isn't anything here to worry me.Besides the headline figures, what else should investors look at when Palantir reports?Key Metrics To Watch In Palantir's Q3 EarningsA cornerstone of my investment thesis in Palantir is the company's ability to expand beyond its government customers and into the commercial market, since I believe there is a substantially larger opportunity if it can gain commercial traction. As per the below chart, Palantir has been doing just that over the past year or two, however the sequential growth rate in Q2 of just ~10% for commercial customers indicated a sharp slowdown.Palantir / Author's WorkOn the plus side, Palantir has seen incredible momentum in the U.S. commercial market, with revenues growing 120% YoY in Q2 from $39m to $86m. This commercial momentum is what drove Palantir forward over the past year, with Q2 commercial revenues growing 46% YoY compared to just 13% growth from government revenues.Palantir / Author's WorkIt'll be interesting to see exactly how this trend plays out in Q3, but I personally will be disappointed to see a substantial slowdown in commercial momentum. I understand that we're in a difficult macroeconomic environment, so I am prepared for a slight slowdown, but the above graph shows that the rapid growth in commercial revenues have been driving Palantir forwards - if this starts to falter, Q3 may not paint a pretty picture.Quick Take: Palantir's Core Financial MetricsThe deceleration of Palantir's revenues is extremely apparent in the below table, with revenue over the past 12 months only growing 31% YoY compared to 41% in 2021. On the plus side, Palantir's insane EBIT margins in 2020 of -107% have improved greatly, and are now just -13% over the past 12 months; which remains a substantial improvement from the -27% in 2021.Author's WorkThe company continues to have an extremely strong balance sheet, with net cash of almost $2.5 billion, and remains free cash flow positive - so, no risk of Palantir running into financial difficulties any time soon. Stock-based compensation as a percentage of the total gross profit has also declined rapidly (phew!), although it still accounts for a whopping 47% of gross profits over the past 12 months.Taking a look at the quarterly metrics below should give investors more of an indication of Palantir's current direction, but I'll do a very quick summary.Author's WorkThe good: consistently strong gross profit margins, negative EBIT margins down into the single digits, balance sheet remains extremely strong, and stock-based compensation is consistently falling.The bad: revenue growth is declining rapidly (and Q3 guidance implies that this decline will continue), and free cash flow margins are worsening, at least in part due to the declining revenue growth.If you take out the sharp revenue decline, then I would say that Palantir's financials are heading in the right direction fast. The main issue is that Palantir is a growth story, and so investors cannot ignore the slowing revenue growth; so, investors will be hoping that Q3 shows signs of continuing commercial momentum, and perhaps more optimism on the government side than management alluded to in Q2.PLTR Stock ValuationAs with all high growth, disruptive companies, valuation is tough. I believe that my approach will give me an idea about whether Palantir is insanely overvalued or undervalued, but valuation is the final thing I look at - the quality of the business itself is far more important in the long run.Author's WorkI have kept my model virtually the same as in my previous article, with a few slight tweaks to the 2026 FCF / EV multiple in order to be a bit more conservative in my base and bear case scenarios.Put that all together, and I can see Palantir shares achieving a CAGR of 6%, 21%, and 37% in my respective bear, base, and bull case scenarios. Whilst it has been a tough year for the business, if it achieves its frequently stated aim of 'at least 30% annual revenue growth through to 2025', then the current share price appears to be very attractive.Bottom LineQ3 earnings will be crucial for Palantir, because there are plenty of yellow flags that could turn into red flags, such as slowing commercial customer acquisition and the sharp decline in revenue growth. I will cut the company some slack due to the difficult macroeconomic environment, since cost-cutting companies may not be willing to undertake large transformational projects until there is more certainty in the economy.Yet investors can also find plenty of reasons to be optimistic, not least because Palantir was recently named as a leader in the Forrester Wave Report for AI / ML Platforms - ahead of the likes of IBM (IBM), Google (GOOGL) (GOOG), Amazon's AWS (AMZN), and Microsoft (MSFT). This should give investors some comfort in the quality of Palantir's platform, and I believe that when organizations are looking to undergo this level of transformation, they would prefer to go with the best offering out there.Forrester WavePersonally, I remain cautiously optimistic about Palantir. The company is very well set up for a decade of success, even if it is currently hitting some bumps in the road (that are at least partially macro-induced). It has a stellar balance sheet, is free cash flow positive, has an industry leading product in a growing market with tons of optionality, and the current share price is very attractive.Given all this, I will reiterate my previous 'Buy' rating on Palantir shares, and look forward to hearing management's latest update on the business when Q3 earnings come round next week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890436812,"gmtCreate":1628127545036,"gmtModify":1703501702156,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"themes":[],"htmlText":"Oh man","listText":"Oh man","text":"Oh man","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/890436812","repostId":"1193138874","repostType":4,"repost":{"id":"1193138874","kind":"news","pubTimestamp":1628124881,"share":"https://ttm.financial/m/news/1193138874?lang=&edition=fundamental","pubTime":"2021-08-05 08:54","market":"us","language":"en","title":"These High-Growth Stocks Are Getting Hammered After Hours","url":"https://stock-news.laohu8.com/highlight/detail?id=1193138874","media":"The Motley Fool","summary":"Even solid financial reports aren't enough for many investors right now.\nKey Points\n\nMarkets were la","content":"<p><i>Even solid financial reports aren't enough for many investors right now.</i></p>\n<p><b>Key Points</b></p>\n<ul>\n <li>Markets were largely lower on Wednesday.</li>\n <li>High-growth stocks have led the market higher over the past year.</li>\n <li>However, two of those stocks fell sharply after hours on earnings.</li>\n</ul>\n<p></p>\n<p>The stock market had a tough day on Wednesday, although the&nbsp;<a href=\"https://laohu8.com/S/.IXIC\">NASDAQ</a> managed to gain a bit of ground despite pressure elsewhere. Two countervailing factors are forcing investors to maintain a balancing act, as corporate earnings have remained generally strong but economic data continues to show ongoing weakness. Declines for the&nbsp;<a href=\"https://laohu8.com/S/.SPX\">S&amp;P 500</a> and the&nbsp;<a href=\"https://laohu8.com/S/.DJI\">DJIA</a> reflected anxiety about what the future might bring.</p>\n<table>\n <thead>\n  <tr>\n   <th><p><b>Index</b></p></th>\n   <th><p><b>Percentage Change</b></p></th>\n   <th><p><b>Point Change</b></p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Dow</p></td>\n   <td><p>(0.92%)</p></td>\n   <td><p>(324)</p></td>\n  </tr>\n  <tr>\n   <td><p>S&amp;P 500</p></td>\n   <td><p>(0.46%)</p></td>\n   <td><p>(20)</p></td>\n  </tr>\n  <tr>\n   <td><p>Nasdaq Composite</p></td>\n   <td><p>+0.13%</p></td>\n   <td><p>+19</p></td>\n  </tr>\n </tbody>\n</table>\n<p>DATA SOURCE: YAHOO! FINANCE.</p>\n<p><a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a> and&nbsp;<a href=\"https://laohu8.com/S/ETSY\">Etsy</a> have been a couple of the most exciting companies for investors over the past year. However, despite solid quarterly results, both stocks fell sharply in after-hours trading. Below, we'll look more closely at the reports to identify what went wrong for the&nbsp;growth stocks.</p>\n<h3><b>Roku sees viewers touch their dials</b></h3>\n<p>Shares of Roku were down more than 8% in after-hours trading on Wednesday afternoon. The streaming TV specialist saw solid growth, but a couple of numbers troubled investors.</p>\n<p>Many of Roku's numbers were highly impressive. Revenue jumped 81% in the second quarter of 2021 from year-ago levels, with platform-related sales more than doubling year over year. Average revenue per user was up 46%, and Roku reversed a year-ago loss with earnings of $0.52 per share.</p>\n<p><img src=\"https://static.tigerbbs.com/5b771902b5b2a18c1c38877afc729d2e\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\">IMAGE SOURCE: GETTY IMAGES.</p>\n<p>However, investors seemed to focus on a single business metric. Hours spent watching streaming TV among Roku's 55.1 million active accounts came in at 17.4 billion. That was down 1 billion hours from where it was three months ago, despite the fact that Roku had 1.5 million more active accounts during that timeframe. Shareholders seemed to take that as cause for lasting concern, rather than simply seeing it as a consequence of the reopening.</p>\n<p>Roku's long-term prospects still look strong, especially as The Roku Channel continued to gain traction. Many will see the after-hours drop in its stock as a rare opportunity to buy on a pullback.</p>\n<p>Meanwhile, shares of Etsy took an even harder hit. The craft goods marketplace's stock was down more than 13% after hours on Wednesday.</p>\n<p>Etsy's second-quarter results saw growth continue, but at a slower pace than investors have seen in the past. Sales climbed 23% on a 13% rise in consolidated gross merchandise sales. Net income inched higher by 2%, with earnings coming in at $0.68 per share. The company cited an anticipated reduction in new buyer growth as the economy reopened, arguing that even the 8 million new buyers on Etsy's marketplace was a substantial victory and more than pre-pandemic numbers from 2019.</p>\n<p>Etsy also chose not to give full-year guidance, raising some eyebrows among investors. The company expects revenue of $500 million to $525 million for the third quarter, which would mean a continued slowing of growth to just 13.5% year over year.</p>\n<p>Naysayers have seen Etsy&nbsp;as purely a one-time beneficiary of people having had to remain home during the early part of the pandemic, and they've expected a pullback like the one the stock is seeing today. However, Etsy has put a number of initiatives in place to foster longer-lasting growth, and it'll be interesting to see if growth investors jump at the chance to pick up shares of Etsy at a bargain.</p>\n<p></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>These High-Growth Stocks Are Getting Hammered After Hours</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\">\nThese High-Growth Stocks Are Getting Hammered After Hours\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-05 08:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/04/high-growth-stocks-getting-hammered-after-hours/><strong>The Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Even solid financial reports aren't enough for many investors right now.\nKey Points\n\nMarkets were largely lower on Wednesday.\nHigh-growth stocks have led the market higher over the past year.\nHowever,...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/04/high-growth-stocks-getting-hammered-after-hours/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","ROKU":"Roku Inc","ETSY":"Etsy, Inc.",".SPX":"S&P 500 Index"},"source_url":"https://www.fool.com/investing/2021/08/04/high-growth-stocks-getting-hammered-after-hours/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193138874","content_text":"Even solid financial reports aren't enough for many investors right now.\nKey Points\n\nMarkets were largely lower on Wednesday.\nHigh-growth stocks have led the market higher over the past year.\nHowever, two of those stocks fell sharply after hours on earnings.\n\n\nThe stock market had a tough day on Wednesday, although the NASDAQ managed to gain a bit of ground despite pressure elsewhere. Two countervailing factors are forcing investors to maintain a balancing act, as corporate earnings have remained generally strong but economic data continues to show ongoing weakness. Declines for the S&P 500 and the DJIA reflected anxiety about what the future might bring.\n\n\n\nIndex\nPercentage Change\nPoint Change\n\n\n\n\nDow\n(0.92%)\n(324)\n\n\nS&P 500\n(0.46%)\n(20)\n\n\nNasdaq Composite\n+0.13%\n+19\n\n\n\nDATA SOURCE: YAHOO! FINANCE.\nRoku Inc and Etsy have been a couple of the most exciting companies for investors over the past year. However, despite solid quarterly results, both stocks fell sharply in after-hours trading. Below, we'll look more closely at the reports to identify what went wrong for the growth stocks.\nRoku sees viewers touch their dials\nShares of Roku were down more than 8% in after-hours trading on Wednesday afternoon. The streaming TV specialist saw solid growth, but a couple of numbers troubled investors.\nMany of Roku's numbers were highly impressive. Revenue jumped 81% in the second quarter of 2021 from year-ago levels, with platform-related sales more than doubling year over year. Average revenue per user was up 46%, and Roku reversed a year-ago loss with earnings of $0.52 per share.\nIMAGE SOURCE: GETTY IMAGES.\nHowever, investors seemed to focus on a single business metric. Hours spent watching streaming TV among Roku's 55.1 million active accounts came in at 17.4 billion. That was down 1 billion hours from where it was three months ago, despite the fact that Roku had 1.5 million more active accounts during that timeframe. Shareholders seemed to take that as cause for lasting concern, rather than simply seeing it as a consequence of the reopening.\nRoku's long-term prospects still look strong, especially as The Roku Channel continued to gain traction. Many will see the after-hours drop in its stock as a rare opportunity to buy on a pullback.\nMeanwhile, shares of Etsy took an even harder hit. The craft goods marketplace's stock was down more than 13% after hours on Wednesday.\nEtsy's second-quarter results saw growth continue, but at a slower pace than investors have seen in the past. Sales climbed 23% on a 13% rise in consolidated gross merchandise sales. Net income inched higher by 2%, with earnings coming in at $0.68 per share. The company cited an anticipated reduction in new buyer growth as the economy reopened, arguing that even the 8 million new buyers on Etsy's marketplace was a substantial victory and more than pre-pandemic numbers from 2019.\nEtsy also chose not to give full-year guidance, raising some eyebrows among investors. The company expects revenue of $500 million to $525 million for the third quarter, which would mean a continued slowing of growth to just 13.5% year over year.\nNaysayers have seen Etsy as purely a one-time beneficiary of people having had to remain home during the early part of the pandemic, and they've expected a pullback like the one the stock is seeing today. However, Etsy has put a number of initiatives in place to foster longer-lasting growth, and it'll be interesting to see if growth investors jump at the chance to pick up shares of Etsy at a bargain.","news_type":1},"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151433575,"gmtCreate":1625101641397,"gmtModify":1703736119812,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/151433575","repostId":"1178516480","repostType":4,"repost":{"id":"1178516480","kind":"news","pubTimestamp":1625094708,"share":"https://ttm.financial/m/news/1178516480?lang=&edition=fundamental","pubTime":"2021-07-01 07:11","market":"us","language":"en","title":"S&P 500 notches fifth straight record closing high, fifth straight quarterly gain","url":"https://stock-news.laohu8.com/highlight/detail?id=1178516480","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 nabbed its fifth straight record closing high on Wednesday as inves","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 nabbed its fifth straight record closing high on Wednesday as investors ended the month and the quarter by largely shrugging off positive economic data and looking toward Friday’s highly anticipated employment report.</p>\n<p>In the last session of 2021’s first half, the indexes were languid and range-bound, with the blue-chip Dow posting gains, while the Nasdaq edged lower.</p>\n<p>All three indexes posted their fifth consecutive quarterly gains, with the S&amp;P rising 8.2%, the Nasdaq advancing 9.5% and the Dow rising 4.6%. The S&amp;P 500 registered its second-best first-half performance since 1998, rising 14.5%.</p>\n<p>“It’s been a good quarter,” said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. “As of last night’s close, the S&amp;P has gained more than 14% year-to-date, topping the Dow and the Nasdaq. That indicates that the stock market is having a broad rally.”</p>\n<p>For the month, the bellwether S&amp;P 500 notched its fifth consecutive advance, while the Dow snapped its four-month winning streak to end slightly lower. The Nasdaq also gained ground in June.</p>\n<p>This month, investor appetite shifted away from economically sensitive cyclicals in favor of growth stocks.</p>\n<p>“Leading sectors year-to-date are what you’d expect,” Pavlik added. “Energy, financials and industrials, and that speaks to an economic environment that’s in the early stages of a cycle.”</p>\n<p>“(Investors) started the switch back to growth (stocks) after people started to buy in to (Fed Chair Jerome) Powell’s comments that focus on transitory inflation,” Pavlik added.</p>\n<p>“Some of the reopening trades have gotten a bit long in the tooth and that’s leading people back to growth.”</p>\n<p>(Graphic: Growths stocks outperform value in June, narrow YTD gap, )</p>\n<p><img src=\"https://static.tigerbbs.com/5b82b4dfdc765d913811f9d8572e60f6\" tg-width=\"964\" tg-height=\"723\" referrerpolicy=\"no-referrer\">“The overall stock market continues to be on a tear, with very consistent gains for quite some time,” said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York. “Valuations, while certainly high by historical standards, have been at a fairly consistent level, benefiting from the economic recovery.”</p>\n<p>The private sector added 692,000 jobs in June, breezing past expectations, according to payroll processor ADP. The number is 92,000 higher than the private payroll adds economists predict from the Labor Department’s more comprehensive employment report due on Friday.</p>\n<p>The Dow Jones Industrial Average rose 210.22 points, or 0.61%, to 34,502.51, the S&amp;P 500 gained 5.7 points, or 0.13%, to 4,297.5 and the Nasdaq Composite dropped 24.38 points, or 0.17%, to 14,503.95.</p>\n<p>Among the 11 major sectors in the S&amp;P, six ended the session higher, with energy enjoying the biggest percentage gain. Real estate was the day’s biggest loser.</p>\n<p>Boeing Co gained 1.6% after Germany’s defense ministry announced it would buy five of the planemaker’s P-8A maritime control aircraft, coming on the heels of United Airlines unveiling its largest-ever order for new planes.</p>\n<p>Walmart jumped 2.7% after announcing on Tuesday that it would start selling a prescription-only insulin analog.</p>\n<p>Micron Technology advanced 2.5% ahead of its quarterly earnings release, but was relatively unchanged in after-hours trading following the chipmaker’s quarterly results.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.35-to-1 ratio; on Nasdaq, a 1.19-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 36 new lows.</p>\n<p>Volume on U.S. exchanges was 10.85 billion shares, compared with the 11.05 billion average over the last 20 trading days.</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 notches fifth straight record closing high, fifth straight quarterly gain</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 notches fifth straight record closing high, fifth straight quarterly gain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 07:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/us-usa-stocks/sp-500-notches-fifth-straight-record-closing-high-fifth-straight-quarterly-gain-idUSKCN2E619R><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - The S&P 500 nabbed its fifth straight record closing high on Wednesday as investors ended the month and the quarter by largely shrugging off positive economic data and looking ...</p>\n\n<a href=\"https://www.reuters.com/article/us-usa-stocks/sp-500-notches-fifth-straight-record-closing-high-fifth-straight-quarterly-gain-idUSKCN2E619R\">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.reuters.com/article/us-usa-stocks/sp-500-notches-fifth-straight-record-closing-high-fifth-straight-quarterly-gain-idUSKCN2E619R","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178516480","content_text":"NEW YORK (Reuters) - The S&P 500 nabbed its fifth straight record closing high on Wednesday as investors ended the month and the quarter by largely shrugging off positive economic data and looking toward Friday’s highly anticipated employment report.\nIn the last session of 2021’s first half, the indexes were languid and range-bound, with the blue-chip Dow posting gains, while the Nasdaq edged lower.\nAll three indexes posted their fifth consecutive quarterly gains, with the S&P rising 8.2%, the Nasdaq advancing 9.5% and the Dow rising 4.6%. The S&P 500 registered its second-best first-half performance since 1998, rising 14.5%.\n“It’s been a good quarter,” said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. “As of last night’s close, the S&P has gained more than 14% year-to-date, topping the Dow and the Nasdaq. That indicates that the stock market is having a broad rally.”\nFor the month, the bellwether S&P 500 notched its fifth consecutive advance, while the Dow snapped its four-month winning streak to end slightly lower. The Nasdaq also gained ground in June.\nThis month, investor appetite shifted away from economically sensitive cyclicals in favor of growth stocks.\n“Leading sectors year-to-date are what you’d expect,” Pavlik added. “Energy, financials and industrials, and that speaks to an economic environment that’s in the early stages of a cycle.”\n“(Investors) started the switch back to growth (stocks) after people started to buy in to (Fed Chair Jerome) Powell’s comments that focus on transitory inflation,” Pavlik added.\n“Some of the reopening trades have gotten a bit long in the tooth and that’s leading people back to growth.”\n(Graphic: Growths stocks outperform value in June, narrow YTD gap, )\n“The overall stock market continues to be on a tear, with very consistent gains for quite some time,” said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York. “Valuations, while certainly high by historical standards, have been at a fairly consistent level, benefiting from the economic recovery.”\nThe private sector added 692,000 jobs in June, breezing past expectations, according to payroll processor ADP. The number is 92,000 higher than the private payroll adds economists predict from the Labor Department’s more comprehensive employment report due on Friday.\nThe Dow Jones Industrial Average rose 210.22 points, or 0.61%, to 34,502.51, the S&P 500 gained 5.7 points, or 0.13%, to 4,297.5 and the Nasdaq Composite dropped 24.38 points, or 0.17%, to 14,503.95.\nAmong the 11 major sectors in the S&P, six ended the session higher, with energy enjoying the biggest percentage gain. Real estate was the day’s biggest loser.\nBoeing Co gained 1.6% after Germany’s defense ministry announced it would buy five of the planemaker’s P-8A maritime control aircraft, coming on the heels of United Airlines unveiling its largest-ever order for new planes.\nWalmart jumped 2.7% after announcing on Tuesday that it would start selling a prescription-only insulin analog.\nMicron Technology advanced 2.5% ahead of its quarterly earnings release, but was relatively unchanged in after-hours trading following the chipmaker’s quarterly results.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.35-to-1 ratio; on Nasdaq, a 1.19-to-1 ratio favored decliners.\nThe S&P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 36 new lows.\nVolume on U.S. exchanges was 10.85 billion shares, compared with the 11.05 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188920546,"gmtCreate":1623419807085,"gmtModify":1704203175902,"author":{"id":"3581841687154161","authorId":"3581841687154161","name":"meltb","avatar":"https://static.tigerbbs.com/cf7c728d4a39670e92fdd7bfde9db906","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581841687154161","authorIdStr":"3581841687154161"},"themes":[],"htmlText":"Is Alibaba under value","listText":"Is Alibaba under value","text":"Is Alibaba under value","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/188920546","isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}