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GuSen

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2023-11-23

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Pre-tax income increased 10% to $1.65 billion, and earnings per share rose from $0.83 to $0.85, which breezed past expectations at $0.65.</p><p>Inventory in the quarter was up 43% to $9.3 billion, showing the company is still overstocked, but management said on the earnings call that the inventory peak had passed. Inventory dollars were down 3% sequentially and units fell by double digits, showing the company is making progress.</p><p>Chief financial officer Matt Friend said that year-over-year comparisons were misleading because a factory closure in Vietnam in the quarter a year ago had led to below-normal supply levels. The company also delivered growth in average selling prices even as it took steps to liquidate excess merchandise.</p><h2>Lasting gains, temporary challenges</h2><p>The most encouraging data in Nike&#39;s earnings report was the surge in revenue coming at a time when so many consumer discretionary brands and retailers are struggling with the macro environment.</p><p>Growth was broad-based, with direct sales up 16%, wholesale revenue increasing 19%, and Nike digital sales 25% higher. Strong digital sales are particularly notable as most e-commerce companies have been challenged this year due to difficult comparisons and as shopper traffic has shifted back to brick-and-mortar stores. Results in China began to recover from the first quarter as revenue declined 3% -- or rose 6% on a constant-currency basis.</p><p>Meanwhile, revenue soared more than 30% on a constant currency basis in its three reporting regions outside of Greater China, which add up to more than 85% of total sales.</p><p>Investors had been concerned about elevated inventory levels, which is one reason the stock is down 31% this year. And indeed Nike&#39;s gross margin did decline 300 basis points due to efforts to clear inventory in North America, as well as higher freight and logistics costs and currency-translation headwinds.</p><p>With the inventory peak having passed, Nike should soon be able to send more of its additional revenue to the bottom line, which should help propel the stock higher.</p><h2>What&#39;s next for Nike</h2><p>Management&#39;s guidance for the rest of the fiscal year was relatively conservative. The company said it was taking a &#34;measured approach&#34; and called for currency-neutral full-year revenue to grow in the low teens, up from its previous guidance for the low double digits. In addition, it forecast 700 basis points of foreign currency headwinds, meaning reported revenue growth will be in the mid-single digits, and it sees gross margin falling 200 to 250 basis points as it continues to focus on reducing inventory.</p><p>While that forecast indicates Nike expects revenue growth over the next two quarters, the company is still bucking the broader macro headwinds, especially compared to peers like <b>Adidas </b>and <b>Under Armour</b>, which reported currency-neutral revenue growth of just 4% and 5%, respectively, in their most recent quarters.</p><p>When you compare those two figures to the 27% currency-neutral revenue growth at Nike, it&#39;s clear that the company&#39;s product and brand are resonating with customers, and it is grabbing significant market share from its closest competitors.</p><p>Though a recession would impact the Swoosh as much as the rest of the discretionary consumer goods sector, the latest results show the company is in a good position for long-term growth on both the top and bottom lines and continues to gain share in a massive market.</p><p>Nike has led its industry for more than a generation, and the latest results show why it&#39;s a top buy-and-hold stock for any portfolio.</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>Nike's Latest Quarter Was Even Better Than You Think: Here's Why It's Time to Buy</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\">\nNike's Latest Quarter Was Even Better Than You Think: Here's Why It's Time to Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-23 20:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/23/nikes-quarter-was-even-better-than-you-think/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Nike soared on its latest earnings report, and it's easy to see why.The company smashed expectations on the top and bottom lines with revenue increasing 17%, or 27% on a constant-currency ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/23/nikes-quarter-was-even-better-than-you-think/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823411888.USD":"法巴消费创新基金 Cap","BK4585":"ETF&股票定投概念","BK4561":"索罗斯持仓","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","NKE":"耐克","BK4146":"鞋类","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4558":"双十一","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团"},"source_url":"https://www.fool.com/investing/2022/12/23/nikes-quarter-was-even-better-than-you-think/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2293957965","content_text":"Shares of Nike soared on its latest earnings report, and it's easy to see why.The company smashed expectations on the top and bottom lines with revenue increasing 17%, or 27% on a constant-currency basis, to $13.3 billion, well ahead of estimates at $12.6 billion.Profits were essentially flat from a year ago as the company paid a higher tax rate and markdowns were higher than normal due to excess inventory. Pre-tax income increased 10% to $1.65 billion, and earnings per share rose from $0.83 to $0.85, which breezed past expectations at $0.65.Inventory in the quarter was up 43% to $9.3 billion, showing the company is still overstocked, but management said on the earnings call that the inventory peak had passed. Inventory dollars were down 3% sequentially and units fell by double digits, showing the company is making progress.Chief financial officer Matt Friend said that year-over-year comparisons were misleading because a factory closure in Vietnam in the quarter a year ago had led to below-normal supply levels. The company also delivered growth in average selling prices even as it took steps to liquidate excess merchandise.Lasting gains, temporary challengesThe most encouraging data in Nike's earnings report was the surge in revenue coming at a time when so many consumer discretionary brands and retailers are struggling with the macro environment.Growth was broad-based, with direct sales up 16%, wholesale revenue increasing 19%, and Nike digital sales 25% higher. Strong digital sales are particularly notable as most e-commerce companies have been challenged this year due to difficult comparisons and as shopper traffic has shifted back to brick-and-mortar stores. Results in China began to recover from the first quarter as revenue declined 3% -- or rose 6% on a constant-currency basis.Meanwhile, revenue soared more than 30% on a constant currency basis in its three reporting regions outside of Greater China, which add up to more than 85% of total sales.Investors had been concerned about elevated inventory levels, which is one reason the stock is down 31% this year. And indeed Nike's gross margin did decline 300 basis points due to efforts to clear inventory in North America, as well as higher freight and logistics costs and currency-translation headwinds.With the inventory peak having passed, Nike should soon be able to send more of its additional revenue to the bottom line, which should help propel the stock higher.What's next for NikeManagement's guidance for the rest of the fiscal year was relatively conservative. The company said it was taking a \"measured approach\" and called for currency-neutral full-year revenue to grow in the low teens, up from its previous guidance for the low double digits. In addition, it forecast 700 basis points of foreign currency headwinds, meaning reported revenue growth will be in the mid-single digits, and it sees gross margin falling 200 to 250 basis points as it continues to focus on reducing inventory.While that forecast indicates Nike expects revenue growth over the next two quarters, the company is still bucking the broader macro headwinds, especially compared to peers like Adidas and Under Armour, which reported currency-neutral revenue growth of just 4% and 5%, respectively, in their most recent quarters.When you compare those two figures to the 27% currency-neutral revenue growth at Nike, it's clear that the company's product and brand are resonating with customers, and it is grabbing significant market share from its closest competitors.Though a recession would impact the Swoosh as much as the rest of the discretionary consumer goods sector, the latest results show the company is in a good position for long-term growth on both the top and bottom lines and continues to gain share in a massive market.Nike has led its industry for more than a generation, and the latest results show why it's a top buy-and-hold stock for any portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923910515,"gmtCreate":1670774750037,"gmtModify":1676538431211,"author":{"id":"3581847021927100","authorId":"3581847021927100","name":"GuSen","avatar":"https://static.tigerbbs.com/1b70044f21c62e929a7c4b5157b5a273","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581847021927100","idStr":"3581847021927100"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923910515","isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929355453,"gmtCreate":1670604671172,"gmtModify":1676538404042,"author":{"id":"3581847021927100","authorId":"3581847021927100","name":"GuSen","avatar":"https://static.tigerbbs.com/1b70044f21c62e929a7c4b5157b5a273","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581847021927100","idStr":"3581847021927100"},"themes":[],"htmlText":"🤔🤔🤔","listText":"🤔🤔🤔","text":"🤔🤔🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929355453","repostId":"1136508645","repostType":4,"repost":{"id":"1136508645","kind":"news","pubTimestamp":1670571029,"share":"https://ttm.financial/m/news/1136508645?lang=&edition=fundamental","pubTime":"2022-12-09 15:30","market":"us","language":"en","title":"Google: Disruption Is In The Air","url":"https://stock-news.laohu8.com/highlight/detail?id=1136508645","media":"Seeking Alpha","summary":"SummaryBy now, everyone should have at least read somewhere about ChatGPT on OpenAI. It's as powerfu","content":"<html><head></head><body><h3>Summary</h3><ul><li>By now, everyone should have at least read somewhere about ChatGPT on OpenAI. It&#39;s as powerful as it is depicted in the Media.</li><li>ChatGPT has the potential to disrupt many different industries. Many of these industries rely on Google, and Google partially relies on them. We&#39;re talking about copywriters, coders, bloggers.</li><li>ChatGPT&#39;s natural language processing capabilities could help it to filter out irrelevant or low-quality content, providing users with a more streamlined and focused search experience.</li><li>The use of ChatGPT could potentially reduce the need for users to scan through large amounts of text on search engine results pages, making the search process more efficient and effective.</li></ul><p>Google and its parent company Alphabet Inc. (NASDAQ:GOOG, NASDAQ:GOOGL) are huge conglomerates. Under that umbrella, they have brought together a lot of different products and services for people worldwide.</p><p>Google never intended to become one coherent company under which all products must neatly fall into place. The founders of Google, Larry and Sergey, wrote in the original founders&#39; letter:</p><p>Google is not a conventional company. We do not intend to become one.</p><p>Google has been using its cash cow - Google Search Ads - to fund many other businesses to create a new moonshot project that would become the next Google Search.</p><p>For ease of reading, I will use Google, synonymous with Alphabet, as the main company under which the company operates. Today, our focus will be on Google&#39;s most prominent business segment, &#34;Google Search.&#34;</p><h3>Introduction</h3><p>Imagine a world without Google Search. That has been very difficult to do just a week ago. Even for me, as a person that looks at long-gone companies of which the past generation could also not have thought that the world would work without them.</p><p>With the emergence of ChatGPT by OpenAI, it&#39;s easier for me to imagine how we could operate without Google Search.</p><p>ChatGPT empowers users to search and find information with a dialogue interface. ChatGPT understands and generates human-like text, allowing its users to find information through a more natural, intuitive, and conversational interface. This helps users to gradually refine their thoughts while conversing with ChatGPT, leading to more accurate and relevant results.</p><p>Unlike Google, where users are sometimes plagued with a plethora of confusing and misleading resources, ChatGPT can filter out much of the noise and, through gradual refinement through natural conversation, leads to the results that the user is looking for. I provided an example in the next section, where I try to understand overnight RRP and why and how it is used.</p><p>According to a recent study by OpenAI, ChatGPT performed significantly better than Google in a range of natural language understanding tasks, including question-answering and text generation. This suggests that ChatGPT can potentially disrupt Google&#39;s search business, as its accuracy and ease of use could attract significant traffic.</p><p>For Google Investors, ChatGPT changes how people search for information and seek to learn online. Instead of scanning through tons of vague and repetitive articles, one can use conversational learning (the natural way for humans) to learn about the topics they are interested in. It disrupts much of Google&#39;s Search business, as its accuracy and plethora of use cases combined with its natural language model can potentially move a lot of traffic toward ChatGPT.</p><h3>What is ChatGPT - An Example</h3><p>ChatGPT is a large language model trained by OpenAI. It can understand and generate human-like text with impressive accuracy and efficiency. Understanding natural language makes it a valuable tool for businesses looking to improve their operations and drive growth.</p><p>One of the key advantages of using ChatGPT is its ability to quickly and accurately process large amounts of text data. This allows businesses to gain valuable insights and make more informed decisions based on the information contained within that data. Using OpenAI&#39;s API, a business can implement ChatGPT to analyze customer feedback and identify common themes or trends, which could then be used to improve products or services.</p><p>In addition to its analytical capabilities, ChatGPT can also be used to generate high-quality written content, such as product descriptions, articles, and other marketing materials. Usually, writers spend a lot of time on Google collecting information about different topics to create coherent text for their readers.</p><p>I spend tons of time on Google searching for the right sources, information, and texts for my articles. Having an assistant like ChatGPT cuts this time pretty much in half. When I start researching a new topic, I&#39;m not sure what I&#39;m looking for. Talking to ChatGPT in a human-like dialogue way allows me to quickly evolve my thoughts in the right direction, making my searches faster and more efficient.</p><p>Let&#39;s use a little example of how much time ChatGPT can save for informative search queries.</p><p>In this example, I want to understand the overnight RRP (Reverse Repurchase Agreement). I&#39;m not sure where to start, I read about the overnight RRP somewhere. Usually, I would start googling it trying to figure out what it is.</p><p><img src=\"https://static.tigerbbs.com/4dc1a764b2b120f3689c2a38d86fae8b\" tg-width=\"632\" tg-height=\"485\" width=\"100%\" height=\"auto\"/>Try it - go ahead and google the overnight RRP and look at the sources and the plethora of different information.</p><p>In the next step, I would like to understand why there is an overnight RRP and a &#34;normal&#34; RRP. On Google, I would need to reconstruct my search query; here, I continue the conversation, and ChatGPT can follow.</p><p><img src=\"https://static.tigerbbs.com/901f56cf443e9ada30f39daa1339b5ee\" tg-width=\"631\" tg-height=\"456\" width=\"100%\" height=\"auto\"/>I want to understand why banks need the RRP as they should have reserves. Googling would require completely altering my search query and going through many sources to find the right answer.</p><p><img src=\"https://static.tigerbbs.com/27079556302b4ef706801186de0d2474\" tg-width=\"631\" tg-height=\"465\" width=\"100%\" height=\"auto\"/>Lastly, I want to understand who sets the interest rates in the RRP and why it makes sense for banks to use it. Try to create a simple search query on Google. On the other hand, I can follow up on my conversation with ChatGPT.</p><p><img src=\"https://static.tigerbbs.com/629b8843022abf1b5c22ed0951cabc32\" tg-width=\"631\" tg-height=\"483\" width=\"100%\" height=\"auto\"/>This is only the tip of the iceberg. I spend hours continuing these conversations and, in parallel, double-checking the results on Google. I spent more time on Google looking for the answers than on ChatGPT, just letting the flow of the conversation continue.</p><h3>There are some drawbacks to ChatGPT</h3><p>There are also some potential challenges that ChatGPT will need to overcome, and there are multiple market forces at play to remain competitive against the search giant. For example, Google&#39;s vast resources and expertise in search algorithms may make it difficult for ChatGPT to compete in terms of speed and scalability. Additionally, the success of ChatGPT will depend on its ability to generate high-quality, trustworthy results, which could be challenging given the vast amount of misinformation and low-quality content on the web. We&#39;ve already seen many instances where ChatGPT generates code snippets that are not working even if they seem they would. ChatGPT also seems susceptible to tricking, where it would create very positive articles and essays about topics that we collectively agree are inhuman and bad.</p><h3>What does it mean for Google Search?</h3><p>For me and many others in the realm of humans, having a conversation is a natural way to search and find information. I&#39;m someone that likes written words more than spoken words.</p><p>I learned that I&#39;m the type of person that likes to process information through text. That&#39;s why I&#39;m not a big user of podcasts or audiobooks.</p><p>Let&#39;s look at Google&#39;s revenue composition and how they translate into net profit. Visual Capitalist created this excellent visualization of Google&#39;s income statement.</p><p><img src=\"https://static.tigerbbs.com/7dd9f2470bf59db1196a8eea105e5c2b\" tg-width=\"640\" tg-height=\"389\" width=\"100%\" height=\"auto\"/>57% of Google&#39;s revenue comes from Google Search Ads. It&#39;s also one of Google&#39;s most profitable businesses. Over the last two decades, Google has financed many other projects through its Google Search Ads business as it reached global saturation.</p><p>Google is highly susceptible to changes in this segment, as it is the world&#39;s number one search engine with an 83% market share. In second place is Microsoft&#39;s Bing, which might be just because Microsoft (MSFT) is pushing it through its ecosystem.</p><p>Now with ChatGPT, a whole new factor might be relevant to consider when thinking about search engines.</p><h3>What are people searching for?</h3><p>This is an important question we must ask ourselves. The search query market is a highly segmented one. Some common topics that people often search for include news, weather, sports, entertainment, shopping, and travel.</p><p>But we have to split the search engine universe further down into people that use search engines to find information on specific products, services, or businesses, as well as to research a wide range of topics for personal or educational purposes.</p><p>People use search engines to find information on a wide range of topics, and the specific terms and phrases they search for can vary greatly depending on their individual needs and interests.</p><p>We cannot look at Google&#39;s search engine holistically and say that ChatGPT will disrupt it. ChatGPT is specifically targeting the educational and professional segments.</p><p>As a coder, over the last five days, I used it consistently, more or less abandoning Google and Stackoverflow.</p><h3>The Limitations of ChatGPT</h3><p>ChatGPT is currently limited to the vast database of written texts it&#39;s been trained on. It cannot access the Internet and provide you with links to other resources. That might or might not change in the future.</p><p>ChatGPT can&#39;t update or change itself based on new information it receives from non-experts or the public. Any changes to its abilities or knowledge basis would need to be made by the developers.</p><p>That&#39;s understandable when we remember the disaster with Microsoft&#39;s Chatbot Tay. Within a day, Twitter users could teach the chatbot to become racist.</p><p>OpenAI learned from the previous mistakes going a much safer route with its chatbot. After a week of operation, it&#39;s still in use, and we haven&#39;t had a significant incident where the bot starts using highly racist or inappropriate language.</p><p>At the same time, that&#39;s the largest limitation of ChatGPT - not having access to the open internet and providing users with the resources for their search queries. That limits ChatGPT to the segments we&#39;ve previously discussed.</p><h3>Conclusion</h3><p>ChatGPT is currently the main topic across industries. It&#39;s the first time that I&#39;m legitimately euphoric about a new online tool at my hand that can save me time in multiple aspects of my professional and private life.</p><p>As an educational tool, it&#39;s superior to Google&#39;s search engine as we&#39;re now able to progress through our thoughts with the help of the dialogue interface and natural language processing. It&#39;s the way humans have done ever since. Plato used dialogue writing to discuss the nature of justice, the structure of an ideal state, and the role of philosophers in society.</p><p>ChatGPT has the potential to direct a considerable amount of search queries from Google Search away as its superior natural conversational style of search query allows users to process the information more accurately and efficiently.</p><p>It would also draw a lot of traffic away from Google&#39;s search that is usually dedicated to coders and developers. Having an assistant at hand that allows me to translate my thoughts into basic code is a time-saving master. Having it check my code directly providing me feedback circumvents the time spend on Stack overflow waiting for a response by the community.</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>Google: Disruption Is In The Air</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\">\nGoogle: Disruption Is In The Air\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-09 15:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4563335-google-disruption-is-in-the-air><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryBy now, everyone should have at least read somewhere about ChatGPT on OpenAI. It's as powerful as it is depicted in the Media.ChatGPT has the potential to disrupt many different industries. ...</p>\n\n<a href=\"https://seekingalpha.com/article/4563335-google-disruption-is-in-the-air\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://seekingalpha.com/article/4563335-google-disruption-is-in-the-air","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136508645","content_text":"SummaryBy now, everyone should have at least read somewhere about ChatGPT on OpenAI. It's as powerful as it is depicted in the Media.ChatGPT has the potential to disrupt many different industries. Many of these industries rely on Google, and Google partially relies on them. We're talking about copywriters, coders, bloggers.ChatGPT's natural language processing capabilities could help it to filter out irrelevant or low-quality content, providing users with a more streamlined and focused search experience.The use of ChatGPT could potentially reduce the need for users to scan through large amounts of text on search engine results pages, making the search process more efficient and effective.Google and its parent company Alphabet Inc. (NASDAQ:GOOG, NASDAQ:GOOGL) are huge conglomerates. Under that umbrella, they have brought together a lot of different products and services for people worldwide.Google never intended to become one coherent company under which all products must neatly fall into place. The founders of Google, Larry and Sergey, wrote in the original founders' letter:Google is not a conventional company. We do not intend to become one.Google has been using its cash cow - Google Search Ads - to fund many other businesses to create a new moonshot project that would become the next Google Search.For ease of reading, I will use Google, synonymous with Alphabet, as the main company under which the company operates. Today, our focus will be on Google's most prominent business segment, \"Google Search.\"IntroductionImagine a world without Google Search. That has been very difficult to do just a week ago. Even for me, as a person that looks at long-gone companies of which the past generation could also not have thought that the world would work without them.With the emergence of ChatGPT by OpenAI, it's easier for me to imagine how we could operate without Google Search.ChatGPT empowers users to search and find information with a dialogue interface. ChatGPT understands and generates human-like text, allowing its users to find information through a more natural, intuitive, and conversational interface. This helps users to gradually refine their thoughts while conversing with ChatGPT, leading to more accurate and relevant results.Unlike Google, where users are sometimes plagued with a plethora of confusing and misleading resources, ChatGPT can filter out much of the noise and, through gradual refinement through natural conversation, leads to the results that the user is looking for. I provided an example in the next section, where I try to understand overnight RRP and why and how it is used.According to a recent study by OpenAI, ChatGPT performed significantly better than Google in a range of natural language understanding tasks, including question-answering and text generation. This suggests that ChatGPT can potentially disrupt Google's search business, as its accuracy and ease of use could attract significant traffic.For Google Investors, ChatGPT changes how people search for information and seek to learn online. Instead of scanning through tons of vague and repetitive articles, one can use conversational learning (the natural way for humans) to learn about the topics they are interested in. It disrupts much of Google's Search business, as its accuracy and plethora of use cases combined with its natural language model can potentially move a lot of traffic toward ChatGPT.What is ChatGPT - An ExampleChatGPT is a large language model trained by OpenAI. It can understand and generate human-like text with impressive accuracy and efficiency. Understanding natural language makes it a valuable tool for businesses looking to improve their operations and drive growth.One of the key advantages of using ChatGPT is its ability to quickly and accurately process large amounts of text data. This allows businesses to gain valuable insights and make more informed decisions based on the information contained within that data. Using OpenAI's API, a business can implement ChatGPT to analyze customer feedback and identify common themes or trends, which could then be used to improve products or services.In addition to its analytical capabilities, ChatGPT can also be used to generate high-quality written content, such as product descriptions, articles, and other marketing materials. Usually, writers spend a lot of time on Google collecting information about different topics to create coherent text for their readers.I spend tons of time on Google searching for the right sources, information, and texts for my articles. Having an assistant like ChatGPT cuts this time pretty much in half. When I start researching a new topic, I'm not sure what I'm looking for. Talking to ChatGPT in a human-like dialogue way allows me to quickly evolve my thoughts in the right direction, making my searches faster and more efficient.Let's use a little example of how much time ChatGPT can save for informative search queries.In this example, I want to understand the overnight RRP (Reverse Repurchase Agreement). I'm not sure where to start, I read about the overnight RRP somewhere. Usually, I would start googling it trying to figure out what it is.Try it - go ahead and google the overnight RRP and look at the sources and the plethora of different information.In the next step, I would like to understand why there is an overnight RRP and a \"normal\" RRP. On Google, I would need to reconstruct my search query; here, I continue the conversation, and ChatGPT can follow.I want to understand why banks need the RRP as they should have reserves. Googling would require completely altering my search query and going through many sources to find the right answer.Lastly, I want to understand who sets the interest rates in the RRP and why it makes sense for banks to use it. Try to create a simple search query on Google. On the other hand, I can follow up on my conversation with ChatGPT.This is only the tip of the iceberg. I spend hours continuing these conversations and, in parallel, double-checking the results on Google. I spent more time on Google looking for the answers than on ChatGPT, just letting the flow of the conversation continue.There are some drawbacks to ChatGPTThere are also some potential challenges that ChatGPT will need to overcome, and there are multiple market forces at play to remain competitive against the search giant. For example, Google's vast resources and expertise in search algorithms may make it difficult for ChatGPT to compete in terms of speed and scalability. Additionally, the success of ChatGPT will depend on its ability to generate high-quality, trustworthy results, which could be challenging given the vast amount of misinformation and low-quality content on the web. We've already seen many instances where ChatGPT generates code snippets that are not working even if they seem they would. ChatGPT also seems susceptible to tricking, where it would create very positive articles and essays about topics that we collectively agree are inhuman and bad.What does it mean for Google Search?For me and many others in the realm of humans, having a conversation is a natural way to search and find information. I'm someone that likes written words more than spoken words.I learned that I'm the type of person that likes to process information through text. That's why I'm not a big user of podcasts or audiobooks.Let's look at Google's revenue composition and how they translate into net profit. Visual Capitalist created this excellent visualization of Google's income statement.57% of Google's revenue comes from Google Search Ads. It's also one of Google's most profitable businesses. Over the last two decades, Google has financed many other projects through its Google Search Ads business as it reached global saturation.Google is highly susceptible to changes in this segment, as it is the world's number one search engine with an 83% market share. In second place is Microsoft's Bing, which might be just because Microsoft (MSFT) is pushing it through its ecosystem.Now with ChatGPT, a whole new factor might be relevant to consider when thinking about search engines.What are people searching for?This is an important question we must ask ourselves. The search query market is a highly segmented one. Some common topics that people often search for include news, weather, sports, entertainment, shopping, and travel.But we have to split the search engine universe further down into people that use search engines to find information on specific products, services, or businesses, as well as to research a wide range of topics for personal or educational purposes.People use search engines to find information on a wide range of topics, and the specific terms and phrases they search for can vary greatly depending on their individual needs and interests.We cannot look at Google's search engine holistically and say that ChatGPT will disrupt it. ChatGPT is specifically targeting the educational and professional segments.As a coder, over the last five days, I used it consistently, more or less abandoning Google and Stackoverflow.The Limitations of ChatGPTChatGPT is currently limited to the vast database of written texts it's been trained on. It cannot access the Internet and provide you with links to other resources. That might or might not change in the future.ChatGPT can't update or change itself based on new information it receives from non-experts or the public. Any changes to its abilities or knowledge basis would need to be made by the developers.That's understandable when we remember the disaster with Microsoft's Chatbot Tay. Within a day, Twitter users could teach the chatbot to become racist.OpenAI learned from the previous mistakes going a much safer route with its chatbot. After a week of operation, it's still in use, and we haven't had a significant incident where the bot starts using highly racist or inappropriate language.At the same time, that's the largest limitation of ChatGPT - not having access to the open internet and providing users with the resources for their search queries. That limits ChatGPT to the segments we've previously discussed.ConclusionChatGPT is currently the main topic across industries. It's the first time that I'm legitimately euphoric about a new online tool at my hand that can save me time in multiple aspects of my professional and private life.As an educational tool, it's superior to Google's search engine as we're now able to progress through our thoughts with the help of the dialogue interface and natural language processing. It's the way humans have done ever since. Plato used dialogue writing to discuss the nature of justice, the structure of an ideal state, and the role of philosophers in society.ChatGPT has the potential to direct a considerable amount of search queries from Google Search away as its superior natural conversational style of search query allows users to process the information more accurately and efficiently.It would also draw a lot of traffic away from Google's search that is usually dedicated to coders and developers. Having an assistant at hand that allows me to translate my thoughts into basic code is a time-saving master. Having it check my code directly providing me feedback circumvents the time spend on Stack overflow waiting for a response by the community.","news_type":1},"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929356439,"gmtCreate":1670604312022,"gmtModify":1676538403985,"author":{"id":"3581847021927100","authorId":"3581847021927100","name":"GuSen","avatar":"https://static.tigerbbs.com/1b70044f21c62e929a7c4b5157b5a273","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581847021927100","idStr":"3581847021927100"},"themes":[],"htmlText":"Artificial suppression to limit supply","listText":"Artificial suppression to limit supply","text":"Artificial suppression to limit supply","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929356439","repostId":"2290140025","repostType":4,"repost":{"id":"2290140025","kind":"highlight","pubTimestamp":1670578533,"share":"https://ttm.financial/m/news/2290140025?lang=&edition=fundamental","pubTime":"2022-12-09 17:35","market":"us","language":"en","title":"Tesla to Suspend Model Y Output in Shanghai in Last Week of Dec-Memo","url":"https://stock-news.laohu8.com/highlight/detail?id=2290140025","media":"Reuters","summary":"Tesla Inc will suspend Model Y assembly at its Shanghai plant between Dec. 25 and Jan. 1, according ","content":"<html><head></head><body><p>Tesla Inc will suspend Model Y assembly at its Shanghai plant between Dec. 25 and Jan. 1, according to an internal memo detailing the automaker&#39;s latest production plan, reviewed by Reuters, and two people with knowledge of the matter.</p><p>The suspension of assembly at the end of the month would be part of a cut in planned production of about 30% in the month for the Model Y, Tesla&#39;s best-selling model, at the Shanghai factory, the two people said.</p><p>The Shanghai factory, the most important manufacturing hub for Elon Musk&#39;s electric vehicle company, kept normal operations during the last week of December last year.</p><p>It has not been an established practice for the plant to shut down for a year-end holiday, the two people said.</p><p>Tesla did not immediately respond to a request for comment.</p><p>Tesla is targeting production of just over 20,000 Model Y vehicles for the last three weeks of December combined, including the week of suspended output, according to the memo.</p><p>By contrast, Tesla had kept the output of Model Y at a weekly rate of about 13,000 vehicles in November, equivalent to 39,000 over a three-week period, the people said.</p><p>It was not clear how and whether output of the Model 3 would be affected by the planned suspension of output of the Model Y in the last week of the month. The Model Y represents the largest share of production at the Shanghai plant.</p><p>Reuters reported on Monday that Tesla planned to cut December output of the Model Y at its Shanghai plant by more than 20% from November. A Tesla representative had said then the news, which was first reported by Bloomberg, was &#34;false&#34;, without elaborating.</p><p>Reuters could not determine the reason for the planned reduction in output at the Shanghai factory or the planned closure at year end.</p><p>The company&#39;s China operations have grappled with elevated inventory levels after the Shanghai plant completed an upgrade of manufacturing facilities in the summer.</p><p>Tesla added to its electric vehicle inventory in October at the fastest pace recorded for operations in Shanghai, brokerage data showed.</p><p>Since then, Tesla has been cutting prices and offering incentives to buyers in China. It posted record sales for November in China. On Wednesday, it offered a limited-time discount of 6,000 yuan ($860) to buyers in China on some models through to the end of 2022.</p><p>Tesla delivered 100,291 China-made EVs in November, the highest monthly sales since its Shanghai factory opened in late 2020, Xinhua reported on Monday, citing Tesla.</p><p>While Beijing made significant relaxations to its zero-COVID policy this week, an auto industry body said on Thursday that demand was weakening faster than expected. China&#39;s passenger vehicle sales fell for the first time in six months in November. The auto industry group said it expects sales to stay flat next year in the world&#39;s largest vehicle market - Tesla&#39;s largest behind the United States.</p><p>On a global basis, Tesla had planned to push production of the Model Y and Model 3 EVs sharply higher in the fourth quarter as newer factories in Austin, Texas and Berlin ramp production, Reuters reported in September.</p><p>The carmaker plans to start production of a revamped version of Model 3 in the third quarter of 2023 in Shanghai, as it aims to cut production costs and boost the appeal of the five-year-old electric sedan, Reuters reported last month.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla to Suspend Model Y Output in Shanghai in Last Week of Dec-Memo</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla to Suspend Model Y Output in Shanghai in Last Week of Dec-Memo\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-09 17:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/tesla-suspend-model-y-output-090819352.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Inc will suspend Model Y assembly at its Shanghai plant between Dec. 25 and Jan. 1, according to an internal memo detailing the automaker's latest production plan, reviewed by Reuters, and two ...</p>\n\n<a href=\"https://finance.yahoo.com/news/tesla-suspend-model-y-output-090819352.html\">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://finance.yahoo.com/news/tesla-suspend-model-y-output-090819352.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290140025","content_text":"Tesla Inc will suspend Model Y assembly at its Shanghai plant between Dec. 25 and Jan. 1, according to an internal memo detailing the automaker's latest production plan, reviewed by Reuters, and two people with knowledge of the matter.The suspension of assembly at the end of the month would be part of a cut in planned production of about 30% in the month for the Model Y, Tesla's best-selling model, at the Shanghai factory, the two people said.The Shanghai factory, the most important manufacturing hub for Elon Musk's electric vehicle company, kept normal operations during the last week of December last year.It has not been an established practice for the plant to shut down for a year-end holiday, the two people said.Tesla did not immediately respond to a request for comment.Tesla is targeting production of just over 20,000 Model Y vehicles for the last three weeks of December combined, including the week of suspended output, according to the memo.By contrast, Tesla had kept the output of Model Y at a weekly rate of about 13,000 vehicles in November, equivalent to 39,000 over a three-week period, the people said.It was not clear how and whether output of the Model 3 would be affected by the planned suspension of output of the Model Y in the last week of the month. The Model Y represents the largest share of production at the Shanghai plant.Reuters reported on Monday that Tesla planned to cut December output of the Model Y at its Shanghai plant by more than 20% from November. A Tesla representative had said then the news, which was first reported by Bloomberg, was \"false\", without elaborating.Reuters could not determine the reason for the planned reduction in output at the Shanghai factory or the planned closure at year end.The company's China operations have grappled with elevated inventory levels after the Shanghai plant completed an upgrade of manufacturing facilities in the summer.Tesla added to its electric vehicle inventory in October at the fastest pace recorded for operations in Shanghai, brokerage data showed.Since then, Tesla has been cutting prices and offering incentives to buyers in China. It posted record sales for November in China. On Wednesday, it offered a limited-time discount of 6,000 yuan ($860) to buyers in China on some models through to the end of 2022.Tesla delivered 100,291 China-made EVs in November, the highest monthly sales since its Shanghai factory opened in late 2020, Xinhua reported on Monday, citing Tesla.While Beijing made significant relaxations to its zero-COVID policy this week, an auto industry body said on Thursday that demand was weakening faster than expected. China's passenger vehicle sales fell for the first time in six months in November. The auto industry group said it expects sales to stay flat next year in the world's largest vehicle market - Tesla's largest behind the United States.On a global basis, Tesla had planned to push production of the Model Y and Model 3 EVs sharply higher in the fourth quarter as newer factories in Austin, Texas and Berlin ramp production, Reuters reported in September.The carmaker plans to start production of a revamped version of Model 3 in the third quarter of 2023 in Shanghai, as it aims to cut production costs and boost the appeal of the five-year-old electric sedan, Reuters reported last month.","news_type":1},"isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967395765,"gmtCreate":1670257830557,"gmtModify":1676538331602,"author":{"id":"3581847021927100","authorId":"3581847021927100","name":"GuSen","avatar":"https://static.tigerbbs.com/1b70044f21c62e929a7c4b5157b5a273","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581847021927100","idStr":"3581847021927100"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967395765","isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965112942,"gmtCreate":1669909398686,"gmtModify":1676538268340,"author":{"id":"3581847021927100","authorId":"3581847021927100","name":"GuSen","avatar":"https://static.tigerbbs.com/1b70044f21c62e929a7c4b5157b5a273","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581847021927100","idStr":"3581847021927100"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965112942","isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966260689,"gmtCreate":1669558200441,"gmtModify":1676538207169,"author":{"id":"3581847021927100","authorId":"3581847021927100","name":"GuSen","avatar":"https://static.tigerbbs.com/1b70044f21c62e929a7c4b5157b5a273","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581847021927100","idStr":"3581847021927100"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966260689","isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968479344,"gmtCreate":1669305118188,"gmtModify":1676538181486,"author":{"id":"3581847021927100","authorId":"3581847021927100","name":"GuSen","avatar":"https://static.tigerbbs.com/1b70044f21c62e929a7c4b5157b5a273","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581847021927100","idStr":"3581847021927100"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968479344","isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968444183,"gmtCreate":1669304426543,"gmtModify":1676538181409,"author":{"id":"3581847021927100","authorId":"3581847021927100","name":"GuSen","avatar":"https://static.tigerbbs.com/1b70044f21c62e929a7c4b5157b5a273","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581847021927100","idStr":"3581847021927100"},"themes":[],"htmlText":"Rollin... Rollin...","listText":"Rollin... Rollin...","text":"Rollin... Rollin...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9968444183","repostId":"2285894663","repostType":4,"repost":{"id":"2285894663","kind":"highlight","pubTimestamp":1669295764,"share":"https://ttm.financial/m/news/2285894663?lang=&edition=fundamental","pubTime":"2022-11-24 21:16","market":"us","language":"en","title":"Here's Nvidia's Fastest-Growing Segment -- and It's Not Data Center or Gaming","url":"https://stock-news.laohu8.com/highlight/detail?id=2285894663","media":"Motley Fool","summary":"Nvidia positioned itself as a leader in this small but rapidly growing industry.","content":"<html><head></head><body><p>On Nov. 16, <b>Nvidia</b> reported its financial results for the third quarter of fiscal 2023 (ended Oct. 30). The report revealed a slowdown in overall revenue. The company is a leading producer of advanced semiconductors, and it has been generating red-hot growth over the last two years, so its recent results dealt a reality check to investors.</p><p>But it&#39;s not all bad news. Nvidia&#39;s largest segment is the data center, and it&#39;s still expanding at a strong pace, though nowhere near as quickly as its much smaller automotive segment.</p><p>Nvidia is becoming a leader in autonomous self-driving vehicle hardware and software, and some of the world&#39;s largest car manufacturers have signed on to use it. Here&#39;s why this emerging segment could supercharge Nvidia&#39;s growth for the rest of this decade.</p><h2>Nvidia&#39;s evolution continues</h2><p>For several years leading up to and including fiscal 2022 (ended Jan. 30), gaming was Nvidia&#39;s largest driver of revenue by a long shot. The pandemic accelerated that trend because of social restrictions and lockdowns, which triggered a consumer frenzy for Nvidia&#39;s latest-and-greatest graphics chips.</p><p>But that tailwind disappeared during fiscal 2023, and the company&#39;s gaming business crashed back down to Earth -- it saw a revenue decline of 51% in the recent third quarter alone on a year-over-year basis.</p><p>Nvidia&#39;s data center segment is now in charge of the company&#39;s destiny, bringing in the most revenue and delivering robust growth even during difficult economic times. Businesses are clamoring to leverage the power of their information, and Nvidia&#39;s advanced artificial intelligence chips are helping them draw unique insights from that data, which can help to boost sales and reduce costs.</p><p>But there&#39;s another business unit at Nvidia that receives less attention because it currently generates very little revenue compared to gaming and the data center, although it grew at a blistering pace in Q3.</p><h2>Nvidia&#39;s automotive segment could drive the company&#39;s future</h2><p>In the third quarter, revenue in Nvidia&#39;s automotive segment grew by a whopping 86% year over year. The absolute number was relatively small at $251 million, making up just 4.2% of the company&#39;s total revenue for the quarter, but if it continues to grow at that pace, it will likely become a more influential piece in the very near future.</p><p><img src=\"https://static.tigerbbs.com/851df3a1d4de737267ca0b4f96aa3d49\" tg-width=\"700\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/></p><p>Nvidia signed deals with 35 of the world&#39;s largest car manufacturers. These companies want to implement self-driving capabilities into their vehicles by using Nvidia&#39;s Drive platform. As one example, electric vehicle maker <b>Nio</b> uses Drive in its Adam supercomputer, which powers all of its cars and is capable of performing a mind-blowing 1,000 trillion operations per second.</p><p>It allows the vehicle to run autonomously in urban areas and on expressways, and it can even self-park.</p><p>Based on disclosures Nvidia made in prior quarters, we know it has built up a sales pipeline of at least $11 billion which will vest over the next six years. But the company continues to win new customers and deepen its ties with existing ones. In 2024, Mercedes-Benz is expected to be one of the first large brands to have Nvidia-powered self-driving cars on the road at scale.</p><p>The financial opportunity in this space is set to explode, with one estimate by Allied Market Research suggesting it could be worth more than $2.1 trillion by 2030.</p><h2>Nvidia stock is down 52%, and that&#39;s an opportunity</h2><p>Nvidia stock is getting crushed under the pressures of the weakening economy and an oversupply of semiconductors as producers raced to fill shortages left in the wake of the pandemic. But neither of those challenges is likely to last long-term.</p><p>In fact, peak inflation in the U.S. might already be behind us, which could bolster consumer spending into the new calendar year. If that reignites Nvidia&#39;s gaming segment, the company could be set for a strong return to growth.</p><p>In any case, Nvidia continues to innovate in that segment with its GeForce Now cloud-based gaming platform. It enables its 20 million users to effectively stream over 1,400 games online, so they don&#39;t have to worry about downloading updates or patches.</p><p>With Nvidia&#39;s data center segment going strong, its automotive business soaring, and the gaming industry set for a potential recovery next year, Nvidia stock might be a great buy here while it&#39;s down 52% from its all-time high.</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>Here's Nvidia's Fastest-Growing Segment -- and It's Not Data Center or Gaming</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\">\nHere's Nvidia's Fastest-Growing Segment -- and It's Not Data Center or Gaming\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-24 21:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/24/heres-nvidias-fastest-growing-data-center-gaming/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>On Nov. 16, Nvidia reported its financial results for the third quarter of fiscal 2023 (ended Oct. 30). The report revealed a slowdown in overall revenue. The company is a leading producer of advanced...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/24/heres-nvidias-fastest-growing-data-center-gaming/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2022/11/24/heres-nvidias-fastest-growing-data-center-gaming/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285894663","content_text":"On Nov. 16, Nvidia reported its financial results for the third quarter of fiscal 2023 (ended Oct. 30). The report revealed a slowdown in overall revenue. The company is a leading producer of advanced semiconductors, and it has been generating red-hot growth over the last two years, so its recent results dealt a reality check to investors.But it's not all bad news. Nvidia's largest segment is the data center, and it's still expanding at a strong pace, though nowhere near as quickly as its much smaller automotive segment.Nvidia is becoming a leader in autonomous self-driving vehicle hardware and software, and some of the world's largest car manufacturers have signed on to use it. Here's why this emerging segment could supercharge Nvidia's growth for the rest of this decade.Nvidia's evolution continuesFor several years leading up to and including fiscal 2022 (ended Jan. 30), gaming was Nvidia's largest driver of revenue by a long shot. The pandemic accelerated that trend because of social restrictions and lockdowns, which triggered a consumer frenzy for Nvidia's latest-and-greatest graphics chips.But that tailwind disappeared during fiscal 2023, and the company's gaming business crashed back down to Earth -- it saw a revenue decline of 51% in the recent third quarter alone on a year-over-year basis.Nvidia's data center segment is now in charge of the company's destiny, bringing in the most revenue and delivering robust growth even during difficult economic times. Businesses are clamoring to leverage the power of their information, and Nvidia's advanced artificial intelligence chips are helping them draw unique insights from that data, which can help to boost sales and reduce costs.But there's another business unit at Nvidia that receives less attention because it currently generates very little revenue compared to gaming and the data center, although it grew at a blistering pace in Q3.Nvidia's automotive segment could drive the company's futureIn the third quarter, revenue in Nvidia's automotive segment grew by a whopping 86% year over year. The absolute number was relatively small at $251 million, making up just 4.2% of the company's total revenue for the quarter, but if it continues to grow at that pace, it will likely become a more influential piece in the very near future.Nvidia signed deals with 35 of the world's largest car manufacturers. These companies want to implement self-driving capabilities into their vehicles by using Nvidia's Drive platform. As one example, electric vehicle maker Nio uses Drive in its Adam supercomputer, which powers all of its cars and is capable of performing a mind-blowing 1,000 trillion operations per second.It allows the vehicle to run autonomously in urban areas and on expressways, and it can even self-park.Based on disclosures Nvidia made in prior quarters, we know it has built up a sales pipeline of at least $11 billion which will vest over the next six years. But the company continues to win new customers and deepen its ties with existing ones. In 2024, Mercedes-Benz is expected to be one of the first large brands to have Nvidia-powered self-driving cars on the road at scale.The financial opportunity in this space is set to explode, with one estimate by Allied Market Research suggesting it could be worth more than $2.1 trillion by 2030.Nvidia stock is down 52%, and that's an opportunityNvidia stock is getting crushed under the pressures of the weakening economy and an oversupply of semiconductors as producers raced to fill shortages left in the wake of the pandemic. But neither of those challenges is likely to last long-term.In fact, peak inflation in the U.S. might already be behind us, which could bolster consumer spending into the new calendar year. If that reignites Nvidia's gaming segment, the company could be set for a strong return to growth.In any case, Nvidia continues to innovate in that segment with its GeForce Now cloud-based gaming platform. It enables its 20 million users to effectively stream over 1,400 games online, so they don't have to worry about downloading updates or patches.With Nvidia's data center segment going strong, its automotive business soaring, and the gaming industry set for a potential recovery next year, Nvidia stock might be a great buy here while it's down 52% from its all-time high.","news_type":1},"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968670212,"gmtCreate":1669221304136,"gmtModify":1676538169818,"author":{"id":"3581847021927100","authorId":"3581847021927100","name":"GuSen","avatar":"https://static.tigerbbs.com/1b70044f21c62e929a7c4b5157b5a273","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581847021927100","idStr":"3581847021927100"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968670212","isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961647387,"gmtCreate":1668956211149,"gmtModify":1676538131823,"author":{"id":"3581847021927100","authorId":"3581847021927100","name":"GuSen","avatar":"https://static.tigerbbs.com/1b70044f21c62e929a7c4b5157b5a273","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581847021927100","idStr":"3581847021927100"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961647387","isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961065583,"gmtCreate":1668791607742,"gmtModify":1676538114639,"author":{"id":"3581847021927100","authorId":"3581847021927100","name":"GuSen","avatar":"https://static.tigerbbs.com/1b70044f21c62e929a7c4b5157b5a273","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581847021927100","idStr":"3581847021927100"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961065583","isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963114059,"gmtCreate":1668619787572,"gmtModify":1676538085695,"author":{"id":"3581847021927100","authorId":"3581847021927100","name":"GuSen","avatar":"https://static.tigerbbs.com/1b70044f21c62e929a7c4b5157b5a273","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581847021927100","idStr":"3581847021927100"},"themes":[],"htmlText":"Steady ship after rough sea conditions&nbsp;","listText":"Steady ship after rough sea conditions&nbsp;","text":"Steady ship after rough sea conditions","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963114059","repostId":"1115069512","repostType":4,"repost":{"id":"1115069512","kind":"news","pubTimestamp":1668606942,"share":"https://ttm.financial/m/news/1115069512?lang=&edition=fundamental","pubTime":"2022-11-16 21:55","market":"us","language":"en","title":"Singapore’s Sea Is Passing Through the Storm","url":"https://stock-news.laohu8.com/highlight/detail?id=1115069512","media":"The Wall Street Journal","summary":"It might just be possible to get U.S. investors topile back into tech stocksif companies wereto brut","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/dfe0144c2f50186c35b78ad367046746\" tg-width=\"860\" tg-height=\"611\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>It might just be possible to get U.S. investors topile back into tech stocksif companies wereto brutally cut costsand give priority to profits over everything else. Case in point: Singapore’sSeaLtd.SE36.05%increase; green up pointing triangle</p><p>The Asian consumer internet company’s beaten-down shares surfed a wave of enthusiasm on Tuesday after it narrowed losses substantially during the third quarter, defying market expectations. They surged 36% in New York trading after having been down 87% from their 52-week high.</p><p>Sea’s net loss for the quarter, excluding share-based compensation, narrowed to $369.5 million from $450.1 million in the year-ago period as cash burn in its e-commerce business slowed. Revenue was up 17.4%.</p><p>The company is working toward breaking even on the basis of adjusted earnings before interest, tax, depreciation and amortization in its e-commerce business by the end of 2023, helped by better take rates and scaled-back marketing expenses. It is Sea’s largest segment, followed by gaming.</p><p>Group Chief ExecutiveForrest Lisaid Sea has entirely shifted its focus from growth to achieving self-sufficiency and profitability as soon as possible without relying on external funding. The company has been walking this talk for a few quarters now: It has slashed jobs,closed its e-commerce operations in Indiaand some European and Latin American markets and stopped making equity investments.</p><p>Sea’s Asian tech peersGrab Holdingsand GoTo also have seen better days, struggling in an environment of rising interest rates, inflation and slowing growth, andhave shifted their focusto profitability. The script is similar to Silicon Valley’s draconian new approach to stem the slide in market valuations:slashing costs to deal with slowing growth.</p><p>Despite the risk ofa global recession in 2023, Sea’s stock could see some further upside as the company accelerates its path to profitability and if it succeeds in reversing its cash burn by the end of next year. It currently trades at only 2.46 times projected sales for the next 12 months, according to FactSet, down from a multiple of 8.58 at the beginning of the year and as high as 18 in February 2021. The average analyst rating on the stock is overweight.</p><p>A fly in the ointment could be Sea’s profitable gaming business continuing to see moderation in user spending as the pandemic boost keeps waning. The unit, which generates 28% of group revenue, is under pressure due to excessive reliance on its game “Free Fire.”</p><p>Bernstein analysts Venugopal Garre and Ankit Agrawal say Sea has demonstrated its ability to substantially reduce e-commerce losses through increased efforts to monetize the platform and cost reductions and they expect “self-sufficiency” to remain a keyword at the company with continued quarterly improvement.</p><p>After years of burning cash in a fight for market share, Sea’s new reality is sobering. The faster internet companies accept it, the better.</p></body></html>","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore’s Sea Is Passing Through the Storm</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\">\nSingapore’s Sea Is Passing Through the Storm\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-16 21:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/singapores-sea-is-passing-through-the-storm-11668605616?mod=rss_markets_main><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It might just be possible to get U.S. investors topile back into tech stocksif companies wereto brutally cut costsand give priority to profits over everything else. Case in point: Singapore’sSeaLtd....</p>\n\n<a href=\"https://www.wsj.com/articles/singapores-sea-is-passing-through-the-storm-11668605616?mod=rss_markets_main\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.wsj.com/articles/singapores-sea-is-passing-through-the-storm-11668605616?mod=rss_markets_main","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115069512","content_text":"It might just be possible to get U.S. investors topile back into tech stocksif companies wereto brutally cut costsand give priority to profits over everything else. Case in point: Singapore’sSeaLtd.SE36.05%increase; green up pointing triangleThe Asian consumer internet company’s beaten-down shares surfed a wave of enthusiasm on Tuesday after it narrowed losses substantially during the third quarter, defying market expectations. They surged 36% in New York trading after having been down 87% from their 52-week high.Sea’s net loss for the quarter, excluding share-based compensation, narrowed to $369.5 million from $450.1 million in the year-ago period as cash burn in its e-commerce business slowed. Revenue was up 17.4%.The company is working toward breaking even on the basis of adjusted earnings before interest, tax, depreciation and amortization in its e-commerce business by the end of 2023, helped by better take rates and scaled-back marketing expenses. It is Sea’s largest segment, followed by gaming.Group Chief ExecutiveForrest Lisaid Sea has entirely shifted its focus from growth to achieving self-sufficiency and profitability as soon as possible without relying on external funding. The company has been walking this talk for a few quarters now: It has slashed jobs,closed its e-commerce operations in Indiaand some European and Latin American markets and stopped making equity investments.Sea’s Asian tech peersGrab Holdingsand GoTo also have seen better days, struggling in an environment of rising interest rates, inflation and slowing growth, andhave shifted their focusto profitability. The script is similar to Silicon Valley’s draconian new approach to stem the slide in market valuations:slashing costs to deal with slowing growth.Despite the risk ofa global recession in 2023, Sea’s stock could see some further upside as the company accelerates its path to profitability and if it succeeds in reversing its cash burn by the end of next year. It currently trades at only 2.46 times projected sales for the next 12 months, according to FactSet, down from a multiple of 8.58 at the beginning of the year and as high as 18 in February 2021. The average analyst rating on the stock is overweight.A fly in the ointment could be Sea’s profitable gaming business continuing to see moderation in user spending as the pandemic boost keeps waning. The unit, which generates 28% of group revenue, is under pressure due to excessive reliance on its game “Free Fire.”Bernstein analysts Venugopal Garre and Ankit Agrawal say Sea has demonstrated its ability to substantially reduce e-commerce losses through increased efforts to monetize the platform and cost reductions and they expect “self-sufficiency” to remain a keyword at the company with continued quarterly improvement.After years of burning cash in a fight for market share, Sea’s new reality is sobering. The faster internet companies accept it, the better.","news_type":1},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963115571,"gmtCreate":1668619410893,"gmtModify":1676538085682,"author":{"id":"3581847021927100","authorId":"3581847021927100","name":"GuSen","avatar":"https://static.tigerbbs.com/1b70044f21c62e929a7c4b5157b5a273","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581847021927100","idStr":"3581847021927100"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963115571","isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969768307,"gmtCreate":1668524994410,"gmtModify":1676538070885,"author":{"id":"3581847021927100","authorId":"3581847021927100","name":"GuSen","avatar":"https://static.tigerbbs.com/1b70044f21c62e929a7c4b5157b5a273","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581847021927100","idStr":"3581847021927100"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969768307","isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9055856138,"gmtCreate":1655258761425,"gmtModify":1676535597992,"author":{"id":"3581847021927100","authorId":"3581847021927100","name":"GuSen","avatar":"https://static.tigerbbs.com/1b70044f21c62e929a7c4b5157b5a273","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581847021927100","authorIdStr":"3581847021927100"},"themes":[],"htmlText":"Nvidia has built a strong competitive advantage over its peers. From a graphics card manufacture, it has intelligently diversified its growth into othertechnological viable channels and created alternate income streams to sustain its multi-pronged growth strategy. Well thought, planned and executed. If everything remains on track, we are lookingat another potential trillion club member.","listText":"Nvidia has built a strong competitive advantage over its peers. From a graphics card manufacture, it has intelligently diversified its growth into othertechnological viable channels and created alternate income streams to sustain its multi-pronged growth strategy. Well thought, planned and executed. If everything remains on track, we are lookingat another potential trillion club member.","text":"Nvidia has built a strong competitive advantage over its peers. From a graphics card manufacture, it has intelligently diversified its growth into othertechnological viable channels and created alternate income streams to sustain its multi-pronged growth strategy. Well thought, planned and executed. If everything remains on track, we are lookingat another potential trillion club member.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":22,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055856138","repostId":"1156818336","repostType":4,"repost":{"id":"1156818336","kind":"news","pubTimestamp":1655257539,"share":"https://ttm.financial/m/news/1156818336?lang=&edition=fundamental","pubTime":"2022-06-15 09:45","market":"us","language":"en","title":"Nvidia Is a Long-Term Buy With Data Center Strength","url":"https://stock-news.laohu8.com/highlight/detail?id=1156818336","media":"InvestorPlace","summary":"Nvidia Corporation (NVDA) has seen its shares slide by over 40% in 2022, including near 6% drop on F","content":"<html><head></head><body><ul><li>Nvidia Corporation (NVDA) has seen its shares slide by over 40% in 2022, including near 6% drop on Friday</li><li>The company has a deep product release pipeline and it is now making more revenue from Data Center than Gaming</li><li>NVDA stock has been a top long-term growth pick for years, but at current discounted prices and with Data Center strength, it is tough to overlook this buy</li></ul><p>On Friday, the U.S. Bureau of Labor Statistics published May inflation numbers. They weren’t pretty. The 8.6% inflation rate was the fastest increase since December 1981. That sent the market into a panic, and Nvidia Corporation (NVDA) stock certainly felt it. NVDA stock closed on Friday down 5.95% for the day.</p><p>The concern is that when economic conditions are tough, consumers will have less disposable income to spend on things like new graphics cards for their PCs. The product that is (or, was — more on that shortly) Nvidia’s bread and butter. That’s on top of concern that the GPU market could be upended by the arrival of Intel (NASDAQ:INTC). With that company’s new Intel Xe GPUs, Nvidia and rival Advanced Micro Devices (NASDAQ:AMD) no longer have the market to themselves.</p><p>However, the game is changing for Nvidia as well. Last quarter, the company’s Data Center revenue surpassed Gaming revenue. The strong growth of that Data Center segment is why neither inflation nor Intel worries me. NVDA stock will continue to be in a strong long-term growth position. Last Friday’s drop is just the latest opportunity to buy Nvidia stock at a great price.</p><h3>Data Center Revenue Overtook Gaming Last Quarter</h3><p>When we talk about Nvidia, the conversation is around GPUs. Specifically, it tends to be around graphics cards like the uber-popular GeForce RTX 30 series. These continue to be in hot demand among gamers and sell faster than Nvidia can make them. Historically, these cards make up the company’s Gaming division, which brings in the bulk of the company’s revenue.</p><p>It’s fair to say that those graphics cards have been the primary driver of  NVDA stock.</p><p>That changed last quarter. On May 25, Nvidia reported its first-quarter fiscal 2023 earnings. Gaming revenue of $3.62 billion was a record-setter and up 31% year-over-year.</p><p>However, Data Center revenue was up a whopping 83% YOY. And at a record $3.75 billion, it eclipsed Gaming revenue. This is a big deal and it bodes very well for the future performance of NVDA stock.</p><p>The company’s GPU-powered servers including the new Grace Hopper and Grace CPU superchips are making inroads into data centers — traditionally Intel territory. Demand is skyrocketing for advanced capabilities like AI to power next-gen platforms like the metaverse.</p><p>Nvidia is excelling here. This doesn’t mean gaming isn’t still very important to Nvidia. It is. But the company is no longer reliant on it. And it happens to be making big inroads in a data center market that is projected to grow astronomically to meet coming demand.</p><h3>What About Intel?</h3><p>Should Nvidia investors be losing sleep about Intel? After all, this is the company that has dominated data centers since the first one was built. And it is now taking aim at Nvidia’s core market of PC gamers with its own graphics cards.</p><p>First, Intel’s CPUs are no match for Nvidia GPUs when it comes to the needs of many modern data centers. Intel is losing share, while Nvidia is rapidly growing. Last April, INTC stock suffered a big drop after it was revealed its data center chip sales had dropped by over 20% YOY. There’s no question, Nvidia is in the ascendency here.</p><p>In terms of graphics cards for laptops and desktop PCs, it’s possible that Intel will take some marketshare from AMD and Nvidia. However, being competitive and besting the performance of the market leaders are two very different things. An Intel GPU is highly unlikely to outperform an equivalent Nvidia GPU any time soon.</p><p>In addition, Intel has a chicken and egg problem. Until game makers release drivers to support Intel GPUs, demand is unlikely to take off — no matter how good those graphics cards might be. But with the vast majority of players using Nvidia or AMD graphics cards, game makers will be reluctant to spend the time and money on Intel drivers.</p><p>In short, nothing that Intel is doing makes me lose sleep about the impact on NVDA stock.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Is a Long-Term Buy With Data Center Strength</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Is a Long-Term Buy With Data Center Strength\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-15 09:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/06/forgeinflation-and-intel-with-data-center-strength-nvidia-stock-is-a-long-term-buy/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation (NVDA) has seen its shares slide by over 40% in 2022, including near 6% drop on FridayThe company has a deep product release pipeline and it is now making more revenue from Data ...</p>\n\n<a href=\"https://investorplace.com/2022/06/forgeinflation-and-intel-with-data-center-strength-nvidia-stock-is-a-long-term-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://investorplace.com/2022/06/forgeinflation-and-intel-with-data-center-strength-nvidia-stock-is-a-long-term-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156818336","content_text":"Nvidia Corporation (NVDA) has seen its shares slide by over 40% in 2022, including near 6% drop on FridayThe company has a deep product release pipeline and it is now making more revenue from Data Center than GamingNVDA stock has been a top long-term growth pick for years, but at current discounted prices and with Data Center strength, it is tough to overlook this buyOn Friday, the U.S. Bureau of Labor Statistics published May inflation numbers. They weren’t pretty. The 8.6% inflation rate was the fastest increase since December 1981. That sent the market into a panic, and Nvidia Corporation (NVDA) stock certainly felt it. NVDA stock closed on Friday down 5.95% for the day.The concern is that when economic conditions are tough, consumers will have less disposable income to spend on things like new graphics cards for their PCs. The product that is (or, was — more on that shortly) Nvidia’s bread and butter. That’s on top of concern that the GPU market could be upended by the arrival of Intel (NASDAQ:INTC). With that company’s new Intel Xe GPUs, Nvidia and rival Advanced Micro Devices (NASDAQ:AMD) no longer have the market to themselves.However, the game is changing for Nvidia as well. Last quarter, the company’s Data Center revenue surpassed Gaming revenue. The strong growth of that Data Center segment is why neither inflation nor Intel worries me. NVDA stock will continue to be in a strong long-term growth position. Last Friday’s drop is just the latest opportunity to buy Nvidia stock at a great price.Data Center Revenue Overtook Gaming Last QuarterWhen we talk about Nvidia, the conversation is around GPUs. Specifically, it tends to be around graphics cards like the uber-popular GeForce RTX 30 series. These continue to be in hot demand among gamers and sell faster than Nvidia can make them. Historically, these cards make up the company’s Gaming division, which brings in the bulk of the company’s revenue.It’s fair to say that those graphics cards have been the primary driver of  NVDA stock.That changed last quarter. On May 25, Nvidia reported its first-quarter fiscal 2023 earnings. Gaming revenue of $3.62 billion was a record-setter and up 31% year-over-year.However, Data Center revenue was up a whopping 83% YOY. And at a record $3.75 billion, it eclipsed Gaming revenue. This is a big deal and it bodes very well for the future performance of NVDA stock.The company’s GPU-powered servers including the new Grace Hopper and Grace CPU superchips are making inroads into data centers — traditionally Intel territory. Demand is skyrocketing for advanced capabilities like AI to power next-gen platforms like the metaverse.Nvidia is excelling here. This doesn’t mean gaming isn’t still very important to Nvidia. It is. But the company is no longer reliant on it. And it happens to be making big inroads in a data center market that is projected to grow astronomically to meet coming demand.What About Intel?Should Nvidia investors be losing sleep about Intel? After all, this is the company that has dominated data centers since the first one was built. And it is now taking aim at Nvidia’s core market of PC gamers with its own graphics cards.First, Intel’s CPUs are no match for Nvidia GPUs when it comes to the needs of many modern data centers. Intel is losing share, while Nvidia is rapidly growing. Last April, INTC stock suffered a big drop after it was revealed its data center chip sales had dropped by over 20% YOY. There’s no question, Nvidia is in the ascendency here.In terms of graphics cards for laptops and desktop PCs, it’s possible that Intel will take some marketshare from AMD and Nvidia. However, being competitive and besting the performance of the market leaders are two very different things. An Intel GPU is highly unlikely to outperform an equivalent Nvidia GPU any time soon.In addition, Intel has a chicken and egg problem. Until game makers release drivers to support Intel GPUs, demand is unlikely to take off — no matter how good those graphics cards might be. But with the vast majority of players using Nvidia or AMD graphics cards, game makers will be reluctant to spend the time and money on Intel drivers.In short, nothing that Intel is doing makes me lose sleep about the impact on NVDA stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000652","authorId":"9000000000000652","name":"ChristKitto","avatar":"https://static.tigerbbs.com/4978f4a510bcf43d5d844a52ae86fd92","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000652","authorIdStr":"9000000000000652"},"content":"The biggest driver is the reliance on cloud providers and the rise in the number of data centers being built today. It has the potential to generate returns in the long run.","text":"The biggest driver is the reliance on cloud providers and the rise in the number of data centers being built today. It has the potential to generate returns in the long run.","html":"The biggest driver is the reliance on cloud providers and the rise in the number of data centers being built today. It has the potential to generate returns in the long run."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082750679,"gmtCreate":1650606268860,"gmtModify":1676534762916,"author":{"id":"3581847021927100","authorId":"3581847021927100","name":"GuSen","avatar":"https://static.tigerbbs.com/1b70044f21c62e929a7c4b5157b5a273","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581847021927100","authorIdStr":"3581847021927100"},"themes":[],"htmlText":"Elon Musk is a maverick. He does not think like the ordinary folks. He thinks about how to solve&nbsp;global warming and live in an&nbsp;alternate planet. Things that many will not dare to dream or venture into. Only you can find in&nbsp;a sci-fi movie.When you buy Tesla, you are a visionary who subscribes to his dream and passion. You buy into his future plans to create a better world. You are either in or out, with or against him.We don't judge or prejudiced. We are just built differently.","listText":"Elon Musk is a maverick. He does not think like the ordinary folks. He thinks about how to solve&nbsp;global warming and live in an&nbsp;alternate planet. Things that many will not dare to dream or venture into. Only you can find in&nbsp;a sci-fi movie.When you buy Tesla, you are a visionary who subscribes to his dream and passion. You buy into his future plans to create a better world. You are either in or out, with or against him.We don't judge or prejudiced. We are just built differently.","text":"Elon Musk is a maverick. He does not think like the ordinary folks. He thinks about how to solve global warming and live in an alternate planet. Things that many will not dare to dream or venture into. Only you can find in a sci-fi movie.When you buy Tesla, you are a visionary who subscribes to his dream and passion. You buy into his future plans to create a better world. You are either in or out, with or against him.We don't judge or prejudiced. We are just built differently.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":27,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082750679","repostId":"2229180732","repostType":4,"repost":{"id":"2229180732","kind":"highlight","pubTimestamp":1650592240,"share":"https://ttm.financial/m/news/2229180732?lang=&edition=fundamental","pubTime":"2022-04-22 09:50","market":"us","language":"en","title":"Tesla Stock: Bull vs. Bear","url":"https://stock-news.laohu8.com/highlight/detail?id=2229180732","media":"Motley Fool","summary":"This EV tech titan continues its torrid growth.","content":"<html><head></head><body><p><b>Tesla</b> has captured the spotlight once again with another showstopper of a quarter. Fans may flock to the company&#39;s top and bottom-line growth, the continued success of the Model Y crossover SUV, or its timely rollout of new factories in Germany and Texas. But critics may cringe at Tesla&#39;s lofty valuation and CEO Elon Musk&#39;s erratic behavior on social media and on other public platforms.</p><p>Tesla has been, and continues to be, a battleground stock with a riveting bull and bear case. Here&#39;s why the electric car stock may or may not be worth considering now.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F675630%2F1-tesla-roadster.jpeg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"440\" referrerpolicy=\"no-referrer\"/><span>The 2022 Tesla Roadster. Image Source: Tesla.</span></p><h2>A sign of things to come</h2><p><b>Howard Smith (Tesla):</b> Tesla shares soared after it just reported results for its 2022 first quarter. While the stock move brings the electric vehicle (EV) leader&#39;s already lofty valuation even higher, there are reasons to think it is justified. That valuation is what has kept many investors from buying Tesla stock. At its recent market cap of about $1.1 trillion, the stock has a price-to-earnings (P/E) ratio of 200 based on 2021 earnings. But the most recent quarterly results show why that could still make sense.</p><p>Tesla earned $5.5 billion in all of 2021, and it already has booked net income of $3.3 billion in the first quarter of 2022. The company grew revenue 81% in the first quarter compared to the prior-year period. But it&#39;s really the bottom line profitability that should catch investors&#39; attention.</p><p>Tesla reported an operating margin of 19.2%, which shows just how much it stands out compared to traditional automakers. For perspective, while it hasn&#39;t announced first-quarter results yet, <b>General Motors</b> reported an adjusted operating margin of just 11.3% for 2021.</p><p>That level of profitability comes in an environment of inflation driving rising raw material costs. Additionally, Tesla has had to overcome the suspension of production at its Shanghai plant due to restrictions implemented to fight the spread of a COVID-19 wave.</p><p>Even with that headwind, CEO Elon Musk said the company could still achieve 60% growth in its year-over-year vehicle deliveries. With its new plants near Berlin, Germany and Austin, Texas just beginning production, there looks to be plenty of growth still ahead for Tesla.</p><p>The company has shown it can operate efficiently even as other manufacturers struggle with supply chain constraints and rising costs. The results from the first quarter may just be a sign of things to come for Tesla. Investors with a place in their portfolio for higher risk growth stocks could do well to include Tesla there.</p><h2>Tesla keeps demonstrating it is worth a premium price</h2><p><b>Daniel Foelber (Tesla): </b>As Howard mentioned, one of the primary reservations that investors have when deciding whether to buy Tesla stock or not is its valuation. And if we know anything about history, hesitating to buy an excellent company on valuation alone is usually a bad idea. Great companies have a habit of growing into their valuation. That hasn&#39;t happened yet with Tesla. But there are signs that Tesla could one day be affordable.</p><p>One of the common complaints you&#39;ll hear about Tesla is that it can never sell enough cars to be worth $1 trillion, let alone grow to a $2 trillion market cap. But the difference between Tesla and legacy automakers is that it&#39;s simply a much better business. As Howard said, Tesla continues to sport a high operating margin relative to the industry. Tesla just began delivering vehicles produced from its new factories in Germany and Texas. With those two capital-intensive mega projects now in the past, the full effect of Tesla&#39;s profitability is coming into frame.</p><p>Tesla&#39;s Q1 2022 operating margin of 19.2% resembles a low overhead tech company more so than an automaker. Tesla&#39;s profitability is due in part to doing a lot of things in-house and controlling its sales and distribution, which helps it keep costs down and rely less on external suppliers. And even as the company cited supply chain disruptions and higher raw material costs as challenges for the quarter, Tesla&#39;s high average selling price and ability to reduce costs largely offset these headwinds.</p><p>Tesla is growing fast and is more profitable than ever, with Q1 2022 revenue up 87% year-over-year (YOY) to $16.86 billion and adjusted diluted non-GAAP earnings per share (EPS) up 246% YOY to $3.22. The run rate for those figures would give Tesla 2022 sales of $67.44 billion and $12.88 in adjusted diluted EPS -- giving it a forward price to sales ratio of 15.9 and a forward price to earnings ratio of 79.2 -- not cheap by any stretch of the imagination.</p><p>Tesla is undeniably the best company in the auto industry and could very well accelerate its growth and continue to look like it deserves to be worth a lot more than critiques say it should be. But in terms of being the best stock, I would simply argue that there are better ways to invest in the growth of EVs than solely buying Tesla. If this market has taught us anything, it&#39;s that valuation does matter. The risk/reward for Tesla just doesn&#39;t seem to be worth it quite yet, especially given some of the amazing growth stocks that are on sale right now.</p><h2>A compelling success story in a struggling industry</h2><p>Tesla has always had impressive technology. But over the past few years, it has evolved to become a very well-run and profitable business that continues to earn more revenue, profit, and free cash flow. The biggest advantage that Tesla has over the competition is that nearly 100% of its cash flow gets poured into its core business, while other legacy automakers still have a lot of costs associated with internal combustion engine divisions. Put another way, Tesla can sustain its momentum and outpace the growth of its competition. For that reason, Tesla may be worth considering now for risk-tolerant investors that can stomach volatility. But for everyone else, it&#39;s OK to wait too.</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>Tesla Stock: Bull vs. Bear</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock: Bull vs. Bear\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-22 09:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/21/tesla-stock-bull-vs-bear/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla has captured the spotlight once again with another showstopper of a quarter. Fans may flock to the company's top and bottom-line growth, the continued success of the Model Y crossover SUV, or ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/21/tesla-stock-bull-vs-bear/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4574":"无人驾驶","BK4550":"红杉资本持仓","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4534":"瑞士信贷持仓","TSLA":"特斯拉","BK4527":"明星科技股","BK4581":"高盛持仓","BK4555":"新能源车"},"source_url":"https://www.fool.com/investing/2022/04/21/tesla-stock-bull-vs-bear/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229180732","content_text":"Tesla has captured the spotlight once again with another showstopper of a quarter. Fans may flock to the company's top and bottom-line growth, the continued success of the Model Y crossover SUV, or its timely rollout of new factories in Germany and Texas. But critics may cringe at Tesla's lofty valuation and CEO Elon Musk's erratic behavior on social media and on other public platforms.Tesla has been, and continues to be, a battleground stock with a riveting bull and bear case. Here's why the electric car stock may or may not be worth considering now.The 2022 Tesla Roadster. Image Source: Tesla.A sign of things to comeHoward Smith (Tesla): Tesla shares soared after it just reported results for its 2022 first quarter. While the stock move brings the electric vehicle (EV) leader's already lofty valuation even higher, there are reasons to think it is justified. That valuation is what has kept many investors from buying Tesla stock. At its recent market cap of about $1.1 trillion, the stock has a price-to-earnings (P/E) ratio of 200 based on 2021 earnings. But the most recent quarterly results show why that could still make sense.Tesla earned $5.5 billion in all of 2021, and it already has booked net income of $3.3 billion in the first quarter of 2022. The company grew revenue 81% in the first quarter compared to the prior-year period. But it's really the bottom line profitability that should catch investors' attention.Tesla reported an operating margin of 19.2%, which shows just how much it stands out compared to traditional automakers. For perspective, while it hasn't announced first-quarter results yet, General Motors reported an adjusted operating margin of just 11.3% for 2021.That level of profitability comes in an environment of inflation driving rising raw material costs. Additionally, Tesla has had to overcome the suspension of production at its Shanghai plant due to restrictions implemented to fight the spread of a COVID-19 wave.Even with that headwind, CEO Elon Musk said the company could still achieve 60% growth in its year-over-year vehicle deliveries. With its new plants near Berlin, Germany and Austin, Texas just beginning production, there looks to be plenty of growth still ahead for Tesla.The company has shown it can operate efficiently even as other manufacturers struggle with supply chain constraints and rising costs. The results from the first quarter may just be a sign of things to come for Tesla. Investors with a place in their portfolio for higher risk growth stocks could do well to include Tesla there.Tesla keeps demonstrating it is worth a premium priceDaniel Foelber (Tesla): As Howard mentioned, one of the primary reservations that investors have when deciding whether to buy Tesla stock or not is its valuation. And if we know anything about history, hesitating to buy an excellent company on valuation alone is usually a bad idea. Great companies have a habit of growing into their valuation. That hasn't happened yet with Tesla. But there are signs that Tesla could one day be affordable.One of the common complaints you'll hear about Tesla is that it can never sell enough cars to be worth $1 trillion, let alone grow to a $2 trillion market cap. But the difference between Tesla and legacy automakers is that it's simply a much better business. As Howard said, Tesla continues to sport a high operating margin relative to the industry. Tesla just began delivering vehicles produced from its new factories in Germany and Texas. With those two capital-intensive mega projects now in the past, the full effect of Tesla's profitability is coming into frame.Tesla's Q1 2022 operating margin of 19.2% resembles a low overhead tech company more so than an automaker. Tesla's profitability is due in part to doing a lot of things in-house and controlling its sales and distribution, which helps it keep costs down and rely less on external suppliers. And even as the company cited supply chain disruptions and higher raw material costs as challenges for the quarter, Tesla's high average selling price and ability to reduce costs largely offset these headwinds.Tesla is growing fast and is more profitable than ever, with Q1 2022 revenue up 87% year-over-year (YOY) to $16.86 billion and adjusted diluted non-GAAP earnings per share (EPS) up 246% YOY to $3.22. The run rate for those figures would give Tesla 2022 sales of $67.44 billion and $12.88 in adjusted diluted EPS -- giving it a forward price to sales ratio of 15.9 and a forward price to earnings ratio of 79.2 -- not cheap by any stretch of the imagination.Tesla is undeniably the best company in the auto industry and could very well accelerate its growth and continue to look like it deserves to be worth a lot more than critiques say it should be. But in terms of being the best stock, I would simply argue that there are better ways to invest in the growth of EVs than solely buying Tesla. If this market has taught us anything, it's that valuation does matter. The risk/reward for Tesla just doesn't seem to be worth it quite yet, especially given some of the amazing growth stocks that are on sale right now.A compelling success story in a struggling industryTesla has always had impressive technology. But over the past few years, it has evolved to become a very well-run and profitable business that continues to earn more revenue, profit, and free cash flow. The biggest advantage that Tesla has over the competition is that nearly 100% of its cash flow gets poured into its core business, while other legacy automakers still have a lot of costs associated with internal combustion engine divisions. Put another way, Tesla can sustain its momentum and outpace the growth of its competition. For that reason, Tesla may be worth considering now for risk-tolerant investors that can stomach volatility. But for everyone else, it's OK to wait too.","news_type":1},"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988781323,"gmtCreate":1666833080262,"gmtModify":1676537812937,"author":{"id":"3581847021927100","authorId":"3581847021927100","name":"GuSen","avatar":"https://static.tigerbbs.com/1b70044f21c62e929a7c4b5157b5a273","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581847021927100","authorIdStr":"3581847021927100"},"themes":[],"htmlText":"In good times, usage of cards goes up due to higher discretionary spending power. In bad times, usage of cards also goes up due toavailability of credit borrowings to overcome liquidity shortages. Buying credit card companies are a good bet if undervalued. They don't carry the risks of banks being affected by rising/lowering interest rates or bad debts.","listText":"In good times, usage of cards goes up due to higher discretionary spending power. In bad times, usage of cards also goes up due toavailability of credit borrowings to overcome liquidity shortages. Buying credit card companies are a good bet if undervalued. They don't carry the risks of banks being affected by rising/lowering interest rates or bad debts.","text":"In good times, usage of cards goes up due to higher discretionary spending power. In bad times, usage of cards also goes up due toavailability of credit borrowings to overcome liquidity shortages. Buying credit card companies are a good bet if undervalued. They don't carry the risks of banks being affected by rising/lowering interest rates or bad debts.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":12,"repostSize":0,"link":"https://ttm.financial/post/9988781323","repostId":"1180479006","repostType":4,"repost":{"id":"1180479006","kind":"news","pubTimestamp":1666831101,"share":"https://ttm.financial/m/news/1180479006?lang=&edition=fundamental","pubTime":"2022-10-27 08:38","market":"us","language":"en","title":"Should You Buy Visa Stock Following Its Strong Q4-2022 Results?","url":"https://stock-news.laohu8.com/highlight/detail?id=1180479006","media":"TipRanks","summary":"Story HighlightsVisa shares are trending higher on robust cross-border recovery, inflation, and reco","content":"<div>\n<p>Story HighlightsVisa shares are trending higher on robust cross-border recovery, inflation, and recovering international markets. Its strong results, combined with its discounted valuation, make the ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/should-you-buy-visa-nysev-stock-following-its-strong-q4-2022-results\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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>Should You Buy Visa Stock Following Its Strong Q4-2022 Results?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShould You Buy Visa Stock Following Its Strong Q4-2022 Results?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-27 08:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/should-you-buy-visa-nysev-stock-following-its-strong-q4-2022-results><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsVisa shares are trending higher on robust cross-border recovery, inflation, and recovering international markets. Its strong results, combined with its discounted valuation, make the ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/should-you-buy-visa-nysev-stock-following-its-strong-q4-2022-results\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"V":"Visa"},"source_url":"https://www.tipranks.com/news/article/should-you-buy-visa-nysev-stock-following-its-strong-q4-2022-results","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180479006","content_text":"Story HighlightsVisa shares are trending higher on robust cross-border recovery, inflation, and recovering international markets. Its strong results, combined with its discounted valuation, make the stock worth considering.Visa (NYSE:V) shares are trending higher following better-than-expected Fiscal Q4-2022 results aided by robust momentum in consumer payments and a rebound in cross-border travel. The current discounted valuation likely presents a great buying opportunity, especially given Visa’s long-term growth potential.Investors can get added reassurance in the stock from increased dividends and buybacks announced by the company, exuberating a strong outlook for the global payment processing company.A Snapshot of Visa’s Q4-2022 ResultsAdjusted earnings of $1.93 per share beat consensus estimates of $1.87 per share. Further, it was much higher compared to earnings of $1.62 per share in the prior-year period.Moreover, revenues jumped 18.9% year-over-year to $7.8 billion and exceeded consensus estimates by $250 million. The top line benefited from solid 36% growth in total cross-border volumes. Meanwhile, total processed transactions grew 12% to 50.9 billion.Visa Increases Dividends & BuybacksConcurrent with the earnings, the company announced a 20% hike in its quarterly dividend to $0.45 per share. The dividend is payable on December 1 to shareholders on record as of November 11.On top of that, the company rewarded shareholders with a new share repurchase program of $12 billion.Is Visa Stock a Buy or Sell?The Wall Street community is clearly optimistic about the stock. Overall, the stock commands a Strong Buy consensus rating based on 19 Buys and two Holds. Visa’s average price target of $247.55 implies a 21.73% upside potential from current levels.Following the upbeat results, Jefferies analyst Trevor Williams increased his price target on Visa to $225 from $220 and reiterated a Buy rating.Williams stated, “While we would have preferred a more conservative baseline for the initial FY23 revenue outlook (assumes no recession) to help de-risk the go-forward, we’re encouraged by continued strength in domestic volumes/ongoing cross-border recovery, take comfort in management’s commitment to use expenses as a buffer against any top-line slippage, and like the entry point with valuation near five-year lows.”Conclusion: Consider Purchasing Visa StockBased on cross-border recovery, inflation, and secular growth in payments, payment processing companies like Visa and Mastercard (NYSE:MA) will continue to report solid growth in the coming months.Notably, both stocks are trading at a discount to their own five-year historical P/E averages. Visa is currently trading at a P/E ratio of 25x, reflecting a 28% discount from its five-year average of 35.36. Meanwhile, Mastercard’s P/E ratio is 31x, a 25% discount from its five-year average of 41x.The discounted valuation potentially presents a great buying opportunity for Visa and even Mastercard, given the strong growth fundamentals for both companies.Mastercard, expected to release its Q3 results tomorrow, is already trending higher this week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869444167,"gmtCreate":1632319227959,"gmtModify":1676530751413,"author":{"id":"3581847021927100","authorId":"3581847021927100","name":"GuSen","avatar":"https://static.tigerbbs.com/1b70044f21c62e929a7c4b5157b5a273","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581847021927100","authorIdStr":"3581847021927100"},"themes":[],"htmlText":"No point missing it when the opportunity presents","listText":"No point missing it when the opportunity presents","text":"No point missing it when the opportunity presents","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/869444167","repostId":"1118497532","repostType":4,"repost":{"id":"1118497532","kind":"news","pubTimestamp":1632316716,"share":"https://ttm.financial/m/news/1118497532?lang=&edition=fundamental","pubTime":"2021-09-22 21:18","market":"us","language":"en","title":"Netflix to Buy Roald Dahl Catalog, Adding ‘Charlie and the Chocolate Factory’ to Its Stable","url":"https://stock-news.laohu8.com/highlight/detail?id=1118497532","media":"The Wall Street Journal","summary":"Deal allows streaming giant to develop new content using the popular children’s author’s stories and","content":"<blockquote>\n <b>Deal allows streaming giant to develop new content using the popular children’s author’s stories and characters.</b>\n</blockquote>\n<p><a href=\"https://laohu8.com/S/NFLX\">Netflix</a>&nbsp;said it has agreed to buy the Roald Dahl Story Co., adding popular children’s stories like “Charlie and the Chocolate Factory” and “Matilda” to its stable as it looks to stock up on content amid rising competition in the streaming business.</p>\n<p>The streaming giant said Wednesday that by acquiring the U.K.-based company, which controls the rights to the author’s stories and characters like “Fantastic Mr. Fox,” “The Twits” and “The BFG,” it aimed to produce animated and live-action films and TV shows. It also said it could produce games, live theater and consumer products based on Mr. Dahl’s creations.</p>\n<p>The deal adds source material with proven cross-generational, mass appeal to the Netflix stable, with over 300 million of Mr. Dahl’s books sold globally. Financial terms of the deal, which is subject to regulatory approval, weren’t disclosed.</p>\n<p>Netflix started collaborating with the Roald Dahl Story Co. three years ago, and is already working on a “Charlie and the Chocolate Factory” TV show as well as “Matilda The Musical.”</p>\n<p>The move for Mr. Dahl’s works comes as competition among streaming services intensifies. In July, Netflix said it had added 1.5 million subscribers globally in the second quarter, but lost 400,000 subscribers in North America. The company said it had 209.2 million subscribers worldwide.</p>\n<p>To stand out from the crowd, streaming services have targeted exclusive content that will resonate with subscribers. In May,Amazon.comInc.bought MGM Studios for $8.45 billion, describing its catalog as a “treasure trove” that would significantly bolster Amazon’s offering to viewers.</p>\n<p>In 2019, theWalt DisneyCo.released “The Mandalorian” on itsDisney+ streaming service, in the first of a series of TV shows based on the “Star Wars” franchise. Disney acquired “Star Wars” producer Lucasfilm for $4.05 billion in 2012.</p>\n<p>Netflix will likely seek to similarly leverage Mr. Dahl’s catalog.</p>\n<p>Still, recent movie projects based on Mr. Dahl’s books have had a mixed reception at the box office. In 2005, a Warner Bros. “Charlie and the Chocolate Factory” movie starring Johnny Depp was a big hit, grossing $475 million worldwide, according to IMDb. But more recent releases haven’t fared quite so well. A 2016 version of “The BFG,” produced by Disney and directed by Steven Spielberg, grossed $195 million and was profitable, but a HBO Max version of “The Witches,” released last year and starring Anne Hathaway, earned tepid reviews and grossed roughly $27 million.</p>\n<p>Mr. Dahl was born in Wales in 1916 to Norwegian parents. He served in Britain’s Royal Air Force in World War II before establishing himself as one of the world’s most successful children’s authors. Mr. Dahl died at 74 in 1990, and while his works have remained popular, he himself has been subject of controversy.</p>\n<p>Last year his family apologized for anti-Semitic remarks made by Mr. Dahl in a 1983 magazine interview, while urging audiences to remember that the writer had “positively impacted young people for generations.”</p>\n<p>Netflix jumped over 1% in premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/47a767d6b60f25dd0bb4f5dc7dac2ad4\" tg-width=\"988\" tg-height=\"565\" width=\"100%\" height=\"auto\"></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>Netflix to Buy Roald Dahl Catalog, Adding ‘Charlie and the Chocolate Factory’ to Its Stable</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\">\nNetflix to Buy Roald Dahl Catalog, Adding ‘Charlie and the Chocolate Factory’ to Its Stable\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-22 21:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/netflix-to-buy-roald-dahl-catalog-adding-charlie-and-the-chocolate-factory-to-its-stable-11632302101?mod=tech_lead_pos7><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Deal allows streaming giant to develop new content using the popular children’s author’s stories and characters.\n\nNetflix said it has agreed to buy the Roald Dahl Story Co., adding popular children’s ...</p>\n\n<a href=\"https://www.wsj.com/articles/netflix-to-buy-roald-dahl-catalog-adding-charlie-and-the-chocolate-factory-to-its-stable-11632302101?mod=tech_lead_pos7\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.wsj.com/articles/netflix-to-buy-roald-dahl-catalog-adding-charlie-and-the-chocolate-factory-to-its-stable-11632302101?mod=tech_lead_pos7","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118497532","content_text":"Deal allows streaming giant to develop new content using the popular children’s author’s stories and characters.\n\nNetflix said it has agreed to buy the Roald Dahl Story Co., adding popular children’s stories like “Charlie and the Chocolate Factory” and “Matilda” to its stable as it looks to stock up on content amid rising competition in the streaming business.\nThe streaming giant said Wednesday that by acquiring the U.K.-based company, which controls the rights to the author’s stories and characters like “Fantastic Mr. Fox,” “The Twits” and “The BFG,” it aimed to produce animated and live-action films and TV shows. It also said it could produce games, live theater and consumer products based on Mr. Dahl’s creations.\nThe deal adds source material with proven cross-generational, mass appeal to the Netflix stable, with over 300 million of Mr. Dahl’s books sold globally. Financial terms of the deal, which is subject to regulatory approval, weren’t disclosed.\nNetflix started collaborating with the Roald Dahl Story Co. three years ago, and is already working on a “Charlie and the Chocolate Factory” TV show as well as “Matilda The Musical.”\nThe move for Mr. Dahl’s works comes as competition among streaming services intensifies. In July, Netflix said it had added 1.5 million subscribers globally in the second quarter, but lost 400,000 subscribers in North America. The company said it had 209.2 million subscribers worldwide.\nTo stand out from the crowd, streaming services have targeted exclusive content that will resonate with subscribers. In May,Amazon.comInc.bought MGM Studios for $8.45 billion, describing its catalog as a “treasure trove” that would significantly bolster Amazon’s offering to viewers.\nIn 2019, theWalt DisneyCo.released “The Mandalorian” on itsDisney+ streaming service, in the first of a series of TV shows based on the “Star Wars” franchise. Disney acquired “Star Wars” producer Lucasfilm for $4.05 billion in 2012.\nNetflix will likely seek to similarly leverage Mr. Dahl’s catalog.\nStill, recent movie projects based on Mr. Dahl’s books have had a mixed reception at the box office. In 2005, a Warner Bros. “Charlie and the Chocolate Factory” movie starring Johnny Depp was a big hit, grossing $475 million worldwide, according to IMDb. But more recent releases haven’t fared quite so well. A 2016 version of “The BFG,” produced by Disney and directed by Steven Spielberg, grossed $195 million and was profitable, but a HBO Max version of “The Witches,” released last year and starring Anne Hathaway, earned tepid reviews and grossed roughly $27 million.\nMr. Dahl was born in Wales in 1916 to Norwegian parents. He served in Britain’s Royal Air Force in World War II before establishing himself as one of the world’s most successful children’s authors. Mr. Dahl died at 74 in 1990, and while his works have remained popular, he himself has been subject of controversy.\nLast year his family apologized for anti-Semitic remarks made by Mr. Dahl in a 1983 magazine interview, while urging audiences to remember that the writer had “positively impacted young people for generations.”\nNetflix jumped over 1% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881482249,"gmtCreate":1631376359581,"gmtModify":1676530538442,"author":{"id":"3581847021927100","authorId":"3581847021927100","name":"GuSen","avatar":"https://static.tigerbbs.com/1b70044f21c62e929a7c4b5157b5a273","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581847021927100","authorIdStr":"3581847021927100"},"themes":[],"htmlText":"Revenue adjustment to boost overall margins","listText":"Revenue adjustment to boost overall margins","text":"Revenue adjustment to boost overall margins","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/881482249","repostId":"2166726753","repostType":4,"repost":{"id":"2166726753","kind":"highlight","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631326722,"share":"https://ttm.financial/m/news/2166726753?lang=&edition=fundamental","pubTime":"2021-09-11 10:18","market":"us","language":"en","title":"Tesla raises price for Performance Model Y in China to 387,900 yuan","url":"https://stock-news.laohu8.com/highlight/detail?id=2166726753","media":"Tiger Newspress","summary":"Tesla Inc says raises price for Performance Model&nbsp;Y in China by 10,000 yuan to 387,900 yuan - Tesla Weibo.","content":"<p>Tesla Inc says raises price for Performance Model&nbsp;Y in China by 10,000 yuan to 387,900 yuan - Tesla Weibo.</p>\n<p><img src=\"https://static.tigerbbs.com/491c8dbad3baf69e3c07a30dbacd6b95\" tg-width=\"745\" tg-height=\"322\" referrerpolicy=\"no-referrer\"></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 raises price for Performance Model Y in China to 387,900 yuan</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 raises price for Performance Model Y in China to 387,900 yuan\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-09-11 10:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tesla Inc says raises price for Performance Model&nbsp;Y in China by 10,000 yuan to 387,900 yuan - Tesla Weibo.</p>\n<p><img src=\"https://static.tigerbbs.com/491c8dbad3baf69e3c07a30dbacd6b95\" tg-width=\"745\" tg-height=\"322\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166726753","content_text":"Tesla Inc says raises price for Performance Model Y in China by 10,000 yuan to 387,900 yuan - Tesla Weibo.","news_type":1},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080802768,"gmtCreate":1649862510867,"gmtModify":1676534592877,"author":{"id":"3581847021927100","authorId":"3581847021927100","name":"GuSen","avatar":"https://static.tigerbbs.com/1b70044f21c62e929a7c4b5157b5a273","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581847021927100","authorIdStr":"3581847021927100"},"themes":[],"htmlText":"Power of Elon Musk...Product mover...Belief in future before production has even started","listText":"Power of Elon Musk...Product mover...Belief in future before production has even started","text":"Power of Elon Musk...Product mover...Belief in future before production has even started","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080802768","repostId":"1165734323","repostType":4,"repost":{"id":"1165734323","kind":"news","pubTimestamp":1649863823,"share":"https://ttm.financial/m/news/1165734323?lang=&edition=fundamental","pubTime":"2022-04-13 23:30","market":"us","language":"en","title":"The Roadster Is Tesla and Elon Musk's New Cash Machine","url":"https://stock-news.laohu8.com/highlight/detail?id=1165734323","media":"TheStreet","summary":"The electric-vehicle manufacturer Tesla manages to generate significant revenue even with models that it hasn't yet produced.There is no doubt that $Tesla(TSLA)$ dominates the electric-vehicle market.","content":"<html><head></head><body><ul><li>The electric-vehicle manufacturer Tesla manages to generate significant revenue even with models that it hasn&#39;t yet produced.</li></ul><p>There is no doubt that <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> dominates the electric-vehicle market.</p><p>The Austin automaker produced 305,407 vehicles in the first quarter and deliver 310,048 despite supply-chain disruptions and Russia&#39;s invasion of Ukraine, which worsened soaring raw-materials prices like nickel.</p><p>Chief Executive Elon Musk&#39;s group should exceed one million vehicles produced in 2022, industry sources anticipate. That would be a record for the company.</p><p>Meanwhile, <a href=\"https://laohu8.com/S/GM\">GM </a> and <a href=\"https://laohu8.com/S/F\">Ford</a> between them delivered a bit more than 7,100 EVs in the first quarter. Upstart rival <a href=\"https://laohu8.com/S/RIVN\">Rivian</a> for its part delivered 1,227 vehicles in the first three months.</p><p>Tesla is well-positioned to meet the growing demand for electric vehicles. The automaker has just opened its fourth production plant, in Austin, after Berlin, Shanghai and Fremont, Calif. In all, these factories can together manufacture at least 2 million vehicles per year when they are operating at full capacity.</p><p>Tesla, whose declared mission is to save the planet from pollution, is thus to likely generate significant revenue in the next few years because the group can now serve important markets such as China, Europe and the U.S. at much lower cost than its competitors face.</p><p><b>Tesla Has Access to Free Money</b></p><p>Musk&#39;s firm also is able to generate significant revenue on models that it has not yet marketed. The T-brand currently sells the Model S luxury and entry-level Model 3 sedans, the Model X luxury SUV and the Model Y SUV.</p><p>The CEO on April 7 indicated that 2023 will be a year rich in new products: Tesla will start production of the highly anticipated cybertruck, the Tesla Semi and also the Roadster sports car. The brand is already taking reservations for all these vehicles.</p><p>But one of the three turns out to be a real cash machine for Tesla. It&#39;s the new Roadster.</p><p>The new generation of the Roadster, the very first vehicle manufactured by Tesla, seems to be a big success. The limited edition, Founders Series, is sold out. Tesla stopped taking reservations in December.</p><p>For this limited model, Tesla customers had to pay the full price, $250,000, within 10 days of placing their orders on the dedicated Roadster site.</p><p>Musk had indicated that Tesla planned to produce only 1,000 units of the Founders Series. Based on the initial price, the company pocketed $250 million in revenue from a vehicle that has not even entered production.</p><p>Now that the Founders Series is spoken for, interested consumers have only one choice: the standard Roadster. Tesla generally displays prices for its vehicles -- but not this one. Last year, the Roadster price was showing up at $200,000, and potential customers had to put down a deposit of $45,000 within 10 days of placing their orders. But the required deposit has increased.</p><p><img src=\"https://static.tigerbbs.com/2f53bfe9470f792ba3edbe51d808aecb\" tg-width=\"600\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/><b>A Super Fast and Expensive Sports Car</b></p><p>Now Tesla demands a base reservation of $50,000 within 10 days of the order. This is done in two parts: the customer deposits $5,000 when placing the order and must pay an additional $45,000 within 10 days of placing the order.</p><p>&#34;Roadster reservations require an initial $5,000 credit card payment, plus a $45,000 wire transfer payment due in 10 days,&#34; the carmaker says. &#34;Reservations are not final until the wire transfer payment is received.&#34;</p><p>Unveiled in 2017, and originally scheduled for 2020, the sports car has been postponed many times. Musk said on April 7 that Tesla will start manufacturing the new Roadster in 2023.</p><p>While the first version of the Roadster, which marked Tesla&#39;s debut, was based on the Lotus Elise, this new version has completely new bases.</p><p>Inspired by the brand&#39;s models, it seems larger than its predecessor; the size seems close to the Tesla Model S, with which it could share the chassis. Configured in 2+2, the Roadster has a removable glass roof.</p><p>In terms of performance, the manufacturer says it can beat the best supercars with a 0-to-60 mph (100 kph) shot in less than two seconds and a 0-100 mph in 4.2 seconds. The maximum speed for the new Roadster: 250 mph.</p><p>The Roadster is &#34;the quickest car in the world, with record-setting acceleration, range and performance,&#34; Tesla says.</p><p>The new generation of Roadster has up to 620 miles, nearly 1.000 kilometers. of range.</p><p>In terms of recharging, Tesla hasn&#39;t yet provided many details. But owners can expect the new Roadster to be able to access the future MegaCharger network that the manufacturer intends to deploy for its future Tesla Semi.</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 Roadster Is Tesla and Elon Musk's New Cash Machine</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 Roadster Is Tesla and Elon Musk's New Cash Machine\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-13 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/technology/elon-musks-tesla-has-a-new-cash-car><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The electric-vehicle manufacturer Tesla manages to generate significant revenue even with models that it hasn't yet produced.There is no doubt that Tesla dominates the electric-vehicle market.The ...</p>\n\n<a href=\"https://www.thestreet.com/technology/elon-musks-tesla-has-a-new-cash-car\">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.thestreet.com/technology/elon-musks-tesla-has-a-new-cash-car","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165734323","content_text":"The electric-vehicle manufacturer Tesla manages to generate significant revenue even with models that it hasn't yet produced.There is no doubt that Tesla dominates the electric-vehicle market.The Austin automaker produced 305,407 vehicles in the first quarter and deliver 310,048 despite supply-chain disruptions and Russia's invasion of Ukraine, which worsened soaring raw-materials prices like nickel.Chief Executive Elon Musk's group should exceed one million vehicles produced in 2022, industry sources anticipate. That would be a record for the company.Meanwhile, GM  and Ford between them delivered a bit more than 7,100 EVs in the first quarter. Upstart rival Rivian for its part delivered 1,227 vehicles in the first three months.Tesla is well-positioned to meet the growing demand for electric vehicles. The automaker has just opened its fourth production plant, in Austin, after Berlin, Shanghai and Fremont, Calif. In all, these factories can together manufacture at least 2 million vehicles per year when they are operating at full capacity.Tesla, whose declared mission is to save the planet from pollution, is thus to likely generate significant revenue in the next few years because the group can now serve important markets such as China, Europe and the U.S. at much lower cost than its competitors face.Tesla Has Access to Free MoneyMusk's firm also is able to generate significant revenue on models that it has not yet marketed. The T-brand currently sells the Model S luxury and entry-level Model 3 sedans, the Model X luxury SUV and the Model Y SUV.The CEO on April 7 indicated that 2023 will be a year rich in new products: Tesla will start production of the highly anticipated cybertruck, the Tesla Semi and also the Roadster sports car. The brand is already taking reservations for all these vehicles.But one of the three turns out to be a real cash machine for Tesla. It's the new Roadster.The new generation of the Roadster, the very first vehicle manufactured by Tesla, seems to be a big success. The limited edition, Founders Series, is sold out. Tesla stopped taking reservations in December.For this limited model, Tesla customers had to pay the full price, $250,000, within 10 days of placing their orders on the dedicated Roadster site.Musk had indicated that Tesla planned to produce only 1,000 units of the Founders Series. Based on the initial price, the company pocketed $250 million in revenue from a vehicle that has not even entered production.Now that the Founders Series is spoken for, interested consumers have only one choice: the standard Roadster. Tesla generally displays prices for its vehicles -- but not this one. Last year, the Roadster price was showing up at $200,000, and potential customers had to put down a deposit of $45,000 within 10 days of placing their orders. But the required deposit has increased.A Super Fast and Expensive Sports CarNow Tesla demands a base reservation of $50,000 within 10 days of the order. This is done in two parts: the customer deposits $5,000 when placing the order and must pay an additional $45,000 within 10 days of placing the order.\"Roadster reservations require an initial $5,000 credit card payment, plus a $45,000 wire transfer payment due in 10 days,\" the carmaker says. \"Reservations are not final until the wire transfer payment is received.\"Unveiled in 2017, and originally scheduled for 2020, the sports car has been postponed many times. Musk said on April 7 that Tesla will start manufacturing the new Roadster in 2023.While the first version of the Roadster, which marked Tesla's debut, was based on the Lotus Elise, this new version has completely new bases.Inspired by the brand's models, it seems larger than its predecessor; the size seems close to the Tesla Model S, with which it could share the chassis. Configured in 2+2, the Roadster has a removable glass roof.In terms of performance, the manufacturer says it can beat the best supercars with a 0-to-60 mph (100 kph) shot in less than two seconds and a 0-100 mph in 4.2 seconds. The maximum speed for the new Roadster: 250 mph.The Roadster is \"the quickest car in the world, with record-setting acceleration, range and performance,\" Tesla says.The new generation of Roadster has up to 620 miles, nearly 1.000 kilometers. of range.In terms of recharging, Tesla hasn't yet provided many details. But owners can expect the new Roadster to be able to access the future MegaCharger network that the manufacturer intends to deploy for its future Tesla Semi.","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005351841,"gmtCreate":1642183944326,"gmtModify":1676533690182,"author":{"id":"3581847021927100","authorId":"3581847021927100","name":"GuSen","avatar":"https://static.tigerbbs.com/1b70044f21c62e929a7c4b5157b5a273","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581847021927100","authorIdStr":"3581847021927100"},"themes":[],"htmlText":"Tesla &amp; Nio followed by Lucid &amp; Rivian","listText":"Tesla &amp; Nio followed by Lucid &amp; Rivian","text":"Tesla & Nio followed by Lucid & Rivian","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005351841","repostId":"2203126977","repostType":4,"repost":{"id":"2203126977","kind":"highlight","pubTimestamp":1642174200,"share":"https://ttm.financial/m/news/2203126977?lang=&edition=fundamental","pubTime":"2022-01-14 23:30","market":"us","language":"en","title":"Are Electric Vehicle Stocks Overhyped?","url":"https://stock-news.laohu8.com/highlight/detail?id=2203126977","media":"Motley Fool","summary":"The short answer: Almost definitely.","content":"<html><head></head><body><p>The excitement around electric vehicle stocks is palpable. From <b>Rivian</b> (NASDAQ:RIVN) at a $76 billion market cap with no revenue to <b>Tesla</b> (NASDAQ:TSLA) breaching a $1.1 trillion market cap when it was valued under $100 billion less than three years ago, many investors are bullish on the opportunity in electric vehicles.</p><p>And why wouldn&#39;t they be? The industry is growing quickly, up 26% year over year from 2020, and is going after a gigantic market opportunity in the worldwide car market. But just because these stocks are in a large, growing industry doesn&#39;t mean they will be great investments over the next decade. Just ask <b>Cisco Systems</b> investors who bought stock in 1999 and 2000.</p><p>Are electric vehicle stocks overhyped? Yes. Let me explain why.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/90344f91dac6378d78934846de60ce59\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>Growth is strong, and the market opportunity is massive</h2><p>To start out, let&#39;s give some context around the global opportunity in electric vehicles and the overall automotive industry. In 2021, it is estimated that 6.4 million electric vehicles (EVs) were sold around the world, of which 4 million of these were all-electric and 2.4 million plug-in hybrids. That total number is up 26% from 2020.</p><p>In 2022, analysts are actually expecting this growth to accelerate due to the number of models being available in the U.S. jumping from 62 to 100. If that is the case, global annual sales for electric vehicles should hit 10 million in the near future. For reference, 66 million total cars are estimated to have been sold around the world in 2021.</p><p>Those are all high-level numbers, but what about the financial opportunity? Assuming an average selling price of $25,000, 10 million EV sales would equate to $250 billion in annual sales. At 50 million EVs, which assumes they take over the majority of the auto market, that equates to $1.25 trillion in sales. Clearly, the opportunity is massive from a revenue standpoint.</p><h2>Margins will be low</h2><p>While the revenue opportunity for EVs is large, these manufacturing businesses also have low margins. For example, let&#39;s look at <b>Toyota </b>(NYSE:TM), the largest automaker in the world, with an estimated 8.5% market share in 2019. Over the last 12 months, the company has brought in $281 billion in revenue. On that revenue, only $31 billion turned into operating income, or an 11% operating margin.</p><p>Tesla, the biggest pure-play EV maker, is seeing just shy of 10% operating margins on $47 billion in revenue. Given the reduction in manufacturing complications of a battery pack versus an internal combustion engine, EV makers may achieve better operating margins than 11% at scale. But they still require bending metal to succeed, so the likelihood they will be much higher than 11% on average over the long term seems unlikely.</p><p>What&#39;s more, automotive businesses require tons of capital expenditures relative to their sales just to stay afloat. For example, Toyota spent almost $35 billion on capital investments over the last 12 months. Given its profit margins, that makes it very difficult for the company to return excess cash to shareholders -- which is the <i>only</i> driver of shareholder value in the long run. This is why Toyota&#39;s stock historically trades at a price-to-earnings (P/E) ratio at or around 10. And EV stocks will have a similar fate due to this capital intensity.</p><h2>Expectations are too high</h2><p>Let&#39;s move back to our revenue example. If annual EV sales reach $1.25 trillion and we assign a generous 15% operating margin across the industry, there will be $180 billion in annual operating income once EV sales hit 50 million a year. Remember, sales are currently at only 6.4 million, including plug-in hybrids, so this is a long way off. On that $180 billion in operating income, if you give it a 21% corporate tax rate, that is $142.2 billion in annual net income across the industry.</p><p>Put an average P/E of 10 (remember, this is typical for automotive companies because of the capital intensity) on the stocks, and you have $1.42 trillion in combined market value once EVs reach maturity. Looking at the five pure-play EV stocks right now, which are Tesla, Rivian, <b>Lucid Motors </b>(NASDAQ:LCID), <b>Nio </b>(NYSE:NIO), and <b>Xpeng </b>(NYSE:XPEV), their combined market caps are <i>currently</i> $1.34 trillion, or pretty darn close to what the whole industry will be worth at maturity with optimistic margin and growth assumptions.</p><p>And this doesn&#39;t include the legacy automakers like Toyota, <b>Ford Motor Company</b>, <b>GM</b>, and <b>Volkswagen</b>, which are all making major investments into EVs. Assuming none of these legacy manufacturers will at least capture some of the $1.42 trillion market value is naive, in my opinion.</p><p>Given all these numbers, it is clear that the electric vehicle market is overhyped. If you are invested in <a href=\"https://laohu8.com/S/AONE.U\">one</a> of these companies, or even a legacy automaker, you need to be confident in that specific company&#39;s ability to win market share and beat all these competitors. If that doesn&#39;t happen, it is likely your investment will go very poorly over the next decade.</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>Are Electric Vehicle Stocks Overhyped?</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\">\nAre Electric Vehicle Stocks Overhyped?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-14 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/14/are-electric-vehicle-stocks-overhyped-tesla/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The excitement around electric vehicle stocks is palpable. From Rivian (NASDAQ:RIVN) at a $76 billion market cap with no revenue to Tesla (NASDAQ:TSLA) breaching a $1.1 trillion market cap when it was...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/14/are-electric-vehicle-stocks-overhyped-tesla/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","TSLA":"特斯拉","NIO":"蔚来","BK4509":"腾讯概念","BK4525":"远程办公概念","RIVN":"Rivian Automotive, Inc.","LCID":"Lucid Group Inc","BK4527":"明星科技股","BK4020":"通信设备","BK4550":"红杉资本持仓","BK4526":"热门中概股","BK4551":"寇图资本持仓","BK4505":"高瓴资本持仓","BK4560":"网络安全概念","CSCO":"思科","TM":"丰田汽车","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","XPEV":"小鹏汽车","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念"},"source_url":"https://www.fool.com/investing/2022/01/14/are-electric-vehicle-stocks-overhyped-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2203126977","content_text":"The excitement around electric vehicle stocks is palpable. From Rivian (NASDAQ:RIVN) at a $76 billion market cap with no revenue to Tesla (NASDAQ:TSLA) breaching a $1.1 trillion market cap when it was valued under $100 billion less than three years ago, many investors are bullish on the opportunity in electric vehicles.And why wouldn't they be? The industry is growing quickly, up 26% year over year from 2020, and is going after a gigantic market opportunity in the worldwide car market. But just because these stocks are in a large, growing industry doesn't mean they will be great investments over the next decade. Just ask Cisco Systems investors who bought stock in 1999 and 2000.Are electric vehicle stocks overhyped? Yes. Let me explain why.Image source: Getty Images.Growth is strong, and the market opportunity is massiveTo start out, let's give some context around the global opportunity in electric vehicles and the overall automotive industry. In 2021, it is estimated that 6.4 million electric vehicles (EVs) were sold around the world, of which 4 million of these were all-electric and 2.4 million plug-in hybrids. That total number is up 26% from 2020.In 2022, analysts are actually expecting this growth to accelerate due to the number of models being available in the U.S. jumping from 62 to 100. If that is the case, global annual sales for electric vehicles should hit 10 million in the near future. For reference, 66 million total cars are estimated to have been sold around the world in 2021.Those are all high-level numbers, but what about the financial opportunity? Assuming an average selling price of $25,000, 10 million EV sales would equate to $250 billion in annual sales. At 50 million EVs, which assumes they take over the majority of the auto market, that equates to $1.25 trillion in sales. Clearly, the opportunity is massive from a revenue standpoint.Margins will be lowWhile the revenue opportunity for EVs is large, these manufacturing businesses also have low margins. For example, let's look at Toyota (NYSE:TM), the largest automaker in the world, with an estimated 8.5% market share in 2019. Over the last 12 months, the company has brought in $281 billion in revenue. On that revenue, only $31 billion turned into operating income, or an 11% operating margin.Tesla, the biggest pure-play EV maker, is seeing just shy of 10% operating margins on $47 billion in revenue. Given the reduction in manufacturing complications of a battery pack versus an internal combustion engine, EV makers may achieve better operating margins than 11% at scale. But they still require bending metal to succeed, so the likelihood they will be much higher than 11% on average over the long term seems unlikely.What's more, automotive businesses require tons of capital expenditures relative to their sales just to stay afloat. For example, Toyota spent almost $35 billion on capital investments over the last 12 months. Given its profit margins, that makes it very difficult for the company to return excess cash to shareholders -- which is the only driver of shareholder value in the long run. This is why Toyota's stock historically trades at a price-to-earnings (P/E) ratio at or around 10. And EV stocks will have a similar fate due to this capital intensity.Expectations are too highLet's move back to our revenue example. If annual EV sales reach $1.25 trillion and we assign a generous 15% operating margin across the industry, there will be $180 billion in annual operating income once EV sales hit 50 million a year. Remember, sales are currently at only 6.4 million, including plug-in hybrids, so this is a long way off. On that $180 billion in operating income, if you give it a 21% corporate tax rate, that is $142.2 billion in annual net income across the industry.Put an average P/E of 10 (remember, this is typical for automotive companies because of the capital intensity) on the stocks, and you have $1.42 trillion in combined market value once EVs reach maturity. Looking at the five pure-play EV stocks right now, which are Tesla, Rivian, Lucid Motors (NASDAQ:LCID), Nio (NYSE:NIO), and Xpeng (NYSE:XPEV), their combined market caps are currently $1.34 trillion, or pretty darn close to what the whole industry will be worth at maturity with optimistic margin and growth assumptions.And this doesn't include the legacy automakers like Toyota, Ford Motor Company, GM, and Volkswagen, which are all making major investments into EVs. Assuming none of these legacy manufacturers will at least capture some of the $1.42 trillion market value is naive, in my opinion.Given all these numbers, it is clear that the electric vehicle market is overhyped. If you are invested in one of these companies, or even a legacy automaker, you need to be confident in that specific company's ability to win market share and beat all these competitors. If that doesn't happen, it is likely your investment will go very poorly over the next decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893638124,"gmtCreate":1628258771468,"gmtModify":1703504139564,"author":{"id":"3581847021927100","authorId":"3581847021927100","name":"GuSen","avatar":"https://static.tigerbbs.com/1b70044f21c62e929a7c4b5157b5a273","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581847021927100","authorIdStr":"3581847021927100"},"themes":[],"htmlText":"Volatility is the new buzz word. Get used to it!","listText":"Volatility is the new buzz word. Get used to it!","text":"Volatility is the new buzz word. Get used to it!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/893638124","repostId":"1122174975","repostType":4,"repost":{"id":"1122174975","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628257533,"share":"https://ttm.financial/m/news/1122174975?lang=&edition=fundamental","pubTime":"2021-08-06 21:45","market":"us","language":"en","title":"EV stocks fell in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1122174975","media":"Tiger Newspress","summary":"(Aug 6)&nbsp;$Tesla Motors(TSLA)$ fell 0.41%; $NIO Inc.(NIO)$ , $XPeng Inc.(XPEV)$ fell over 1%; $Li Auto(LI)$ fell 0.80%.","content":"<p>(Aug 6)&nbsp;<a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> fell 0.41%; <a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> , <a href=\"https://laohu8.com/S/XPEV\">XPeng Inc.</a> fell over 1%; <a href=\"https://laohu8.com/S/LI\">Li Auto</a> fell 0.80%.</p>\n<p><img src=\"https://static.tigerbbs.com/4cc49234e47a8e48665d95c05d103786\" tg-width=\"345\" tg-height=\"209\" referrerpolicy=\"no-referrer\"></p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV stocks fell in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV stocks fell in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-06 21:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Aug 6)&nbsp;<a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> fell 0.41%; <a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> , <a href=\"https://laohu8.com/S/XPEV\">XPeng Inc.</a> fell over 1%; <a href=\"https://laohu8.com/S/LI\">Li Auto</a> fell 0.80%.</p>\n<p><img src=\"https://static.tigerbbs.com/4cc49234e47a8e48665d95c05d103786\" tg-width=\"345\" tg-height=\"209\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122174975","content_text":"(Aug 6) Tesla Motors fell 0.41%; NIO Inc. , XPeng Inc. fell over 1%; Li Auto fell 0.80%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084351848,"gmtCreate":1650815451217,"gmtModify":1676534797621,"author":{"id":"3581847021927100","authorId":"3581847021927100","name":"GuSen","avatar":"https://static.tigerbbs.com/1b70044f21c62e929a7c4b5157b5a273","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581847021927100","authorIdStr":"3581847021927100"},"themes":[],"htmlText":"Hope&nbsp;the Legend never dies! His spirit will live onanyway!","listText":"Hope&nbsp;the Legend never dies! His spirit will live onanyway!","text":"Hope the Legend never dies! His spirit will live onanyway!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084351848","repostId":"1180044728","repostType":4,"repost":{"id":"1180044728","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1650777464,"share":"https://ttm.financial/m/news/1180044728?lang=&edition=fundamental","pubTime":"2022-04-24 13:17","market":"us","language":"en","title":"Warren Buffett Turns 91: A Highlight For Each Decade Of His Life","url":"https://stock-news.laohu8.com/highlight/detail?id=1180044728","media":"Benzinga","summary":"Legendary investor Warren Buffett was born Aug. 30, 1930. The “Oracle of Omaha” turns 91 today and h","content":"<html><head></head><body><p><i>Legendary investor</i> <i><b>Warren Buffett</b></i> <i>was born Aug. 30, 1930. The “Oracle of Omaha” turns 91 today and has now lived through 10 decades.</i></p><p><img src=\"https://static.tigerbbs.com/cd569a86b7d1c849ffdd55a3a194a437\" tg-width=\"685\" tg-height=\"375\" width=\"100%\" height=\"auto\"/></p><p><i>Buffett has been one of the greatest investors of the last six decades and remains the active chairman of</i> <i><b>Berkshire Hathaway</b></i> <i>(NYSE:BRK-A)(NYSE:BRK-B). This article will showcase a highlight from each decade of Buffett’s personal and investment career.</i></p><p><b>1930:</b>Warren Buffett was born Aug. 30, 1930. His father Howard was a former stockbroker, which would have a huge influence on Buffett’s decision to get involved with the business.</p><p><b>1940:</b>Buffett purchased his first stock at the age of 11. The purchase was for three shares of Cities Service Preferred, a natural gas company. Buffett bought the shares at $38 only to see them soon drop to $27 each. He waited until they hit $40 to sell for a profit. Shares later hit $200 each, which Buffett has since cited as a lesson on patience in investing.</p><p><b>1950:</b>Despite his growing wealth, Buffett has lived in the same house in Nebraska, Omaha since 1958. The home was purchased for $31,500. Adjusted for inflation, that would be the equivalent of over $280,000 today.</p><p><b>1960:</b>By the year 1965, Buffett had assumed control of textiles company Berkshire Hathaway thanks to acquiring 49%. He became a director of the company and would work on gaining full control and also diversifying the company away from textiles.</p><p><b>1970:</b> Buffett became the author of the annual Berkshire Hathaway letters in the 1970s. These letters are considered must-reads for investors and every year, what Buffett writes to shareholders is analyzed with great detail. The letters include explanations for investments or why items were sold. The letters also include life lessons and memorable quotes from the “Oracle of Omaha.”</p><p><b>1980:</b>In 1988, Buffett started accumulating shares of <b>Coca-Cola</b> for Berkshire Hathaway. After several large purchases, Berkshire Hathaway owned 7% of the company worth $1.02 billion. Buffett has a long history with Coca-Cola, once selling bottles for a penny profit. Berkshire Hathaway still owns 800 million shares of KO, worth nearly $18 billion.</p><p><b>1990:</b>Geico insurance has been one of the biggest pieces for Berkshire Hathaway since it acquired full control in the 1990s. Berkshire acquired the insurance company by buying out the 49% it did not own up until this point.</p><p>Buffett had been an investor of Geico shares dating back to 1951. Benjamin Graham, Buffett’s mentor and professor, was once the chairman of Geico. The insurance company is forever linked to two of the most well-known investors.</p><p><b>2000:</b>The 2000s represented a great period of fortune and giving for Warren Buffett. In 2008, Buffett became the richest man in the world, with Forbes valuing his wealth at $62 billion. Buffett took over the top spot from <b>Microsoft</b> founder Bill Gates, who had held the number one position for thirteen consecutive years. Buffett pledged in 2006 to give away the majority of his wealth after his death, including 85% to the Bill and Melinda Gates Foundation.</p><p><b>2010:</b>Berkshire Hathaway started buying stock in <b>Apple</b> in 2016. Buffett has since admitted he wishes he would have bought shares earlier.</p><p>“It’s probably the best business I know in the world,” Buffett told CNBC. Berkshire bought shares of Apple again throughout the decade to make it one of the biggest pieces of the investment portfolio.</p><p>“I don’t think of Apple as a stock. I think of it as a third business,” Buffett told CNBC referring to Apple being the company’s third-biggest holding behind Geico and railroad interests.</p><p><b>2020:</b>Warren Buffett showed an investor lesson when he sold out of his stake in the big four airlines. A longtime vocal non-supporter of buying airline stocks, he sold his stake worth around $7 billion at a loss.</p><p>He ditched his stakes in <b>American Airlines</b>, <b>Delta Air Lines</b>, <b>Southwest Airlines</b>, and <b>United Airlines</b> believing passenger numbers would not recover after the pandemic. He also cited carriers could be left with too many planes and would be hurt financially due to government loans.</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>Warren Buffett Turns 91: A Highlight For Each Decade Of His Life</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\">\nWarren Buffett Turns 91: A Highlight For Each Decade Of His Life\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-04-24 13:17</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><i>Legendary investor</i> <i><b>Warren Buffett</b></i> <i>was born Aug. 30, 1930. The “Oracle of Omaha” turns 91 today and has now lived through 10 decades.</i></p><p><img src=\"https://static.tigerbbs.com/cd569a86b7d1c849ffdd55a3a194a437\" tg-width=\"685\" tg-height=\"375\" width=\"100%\" height=\"auto\"/></p><p><i>Buffett has been one of the greatest investors of the last six decades and remains the active chairman of</i> <i><b>Berkshire Hathaway</b></i> <i>(NYSE:BRK-A)(NYSE:BRK-B). This article will showcase a highlight from each decade of Buffett’s personal and investment career.</i></p><p><b>1930:</b>Warren Buffett was born Aug. 30, 1930. His father Howard was a former stockbroker, which would have a huge influence on Buffett’s decision to get involved with the business.</p><p><b>1940:</b>Buffett purchased his first stock at the age of 11. The purchase was for three shares of Cities Service Preferred, a natural gas company. Buffett bought the shares at $38 only to see them soon drop to $27 each. He waited until they hit $40 to sell for a profit. Shares later hit $200 each, which Buffett has since cited as a lesson on patience in investing.</p><p><b>1950:</b>Despite his growing wealth, Buffett has lived in the same house in Nebraska, Omaha since 1958. The home was purchased for $31,500. Adjusted for inflation, that would be the equivalent of over $280,000 today.</p><p><b>1960:</b>By the year 1965, Buffett had assumed control of textiles company Berkshire Hathaway thanks to acquiring 49%. He became a director of the company and would work on gaining full control and also diversifying the company away from textiles.</p><p><b>1970:</b> Buffett became the author of the annual Berkshire Hathaway letters in the 1970s. These letters are considered must-reads for investors and every year, what Buffett writes to shareholders is analyzed with great detail. The letters include explanations for investments or why items were sold. The letters also include life lessons and memorable quotes from the “Oracle of Omaha.”</p><p><b>1980:</b>In 1988, Buffett started accumulating shares of <b>Coca-Cola</b> for Berkshire Hathaway. After several large purchases, Berkshire Hathaway owned 7% of the company worth $1.02 billion. Buffett has a long history with Coca-Cola, once selling bottles for a penny profit. Berkshire Hathaway still owns 800 million shares of KO, worth nearly $18 billion.</p><p><b>1990:</b>Geico insurance has been one of the biggest pieces for Berkshire Hathaway since it acquired full control in the 1990s. Berkshire acquired the insurance company by buying out the 49% it did not own up until this point.</p><p>Buffett had been an investor of Geico shares dating back to 1951. Benjamin Graham, Buffett’s mentor and professor, was once the chairman of Geico. The insurance company is forever linked to two of the most well-known investors.</p><p><b>2000:</b>The 2000s represented a great period of fortune and giving for Warren Buffett. In 2008, Buffett became the richest man in the world, with Forbes valuing his wealth at $62 billion. Buffett took over the top spot from <b>Microsoft</b> founder Bill Gates, who had held the number one position for thirteen consecutive years. Buffett pledged in 2006 to give away the majority of his wealth after his death, including 85% to the Bill and Melinda Gates Foundation.</p><p><b>2010:</b>Berkshire Hathaway started buying stock in <b>Apple</b> in 2016. Buffett has since admitted he wishes he would have bought shares earlier.</p><p>“It’s probably the best business I know in the world,” Buffett told CNBC. Berkshire bought shares of Apple again throughout the decade to make it one of the biggest pieces of the investment portfolio.</p><p>“I don’t think of Apple as a stock. I think of it as a third business,” Buffett told CNBC referring to Apple being the company’s third-biggest holding behind Geico and railroad interests.</p><p><b>2020:</b>Warren Buffett showed an investor lesson when he sold out of his stake in the big four airlines. A longtime vocal non-supporter of buying airline stocks, he sold his stake worth around $7 billion at a loss.</p><p>He ditched his stakes in <b>American Airlines</b>, <b>Delta Air Lines</b>, <b>Southwest Airlines</b>, and <b>United Airlines</b> believing passenger numbers would not recover after the pandemic. He also cited carriers could be left with too many planes and would be hurt financially due to government loans.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180044728","content_text":"Legendary investor Warren Buffett was born Aug. 30, 1930. The “Oracle of Omaha” turns 91 today and has now lived through 10 decades.Buffett has been one of the greatest investors of the last six decades and remains the active chairman of Berkshire Hathaway (NYSE:BRK-A)(NYSE:BRK-B). This article will showcase a highlight from each decade of Buffett’s personal and investment career.1930:Warren Buffett was born Aug. 30, 1930. His father Howard was a former stockbroker, which would have a huge influence on Buffett’s decision to get involved with the business.1940:Buffett purchased his first stock at the age of 11. The purchase was for three shares of Cities Service Preferred, a natural gas company. Buffett bought the shares at $38 only to see them soon drop to $27 each. He waited until they hit $40 to sell for a profit. Shares later hit $200 each, which Buffett has since cited as a lesson on patience in investing.1950:Despite his growing wealth, Buffett has lived in the same house in Nebraska, Omaha since 1958. The home was purchased for $31,500. Adjusted for inflation, that would be the equivalent of over $280,000 today.1960:By the year 1965, Buffett had assumed control of textiles company Berkshire Hathaway thanks to acquiring 49%. He became a director of the company and would work on gaining full control and also diversifying the company away from textiles.1970: Buffett became the author of the annual Berkshire Hathaway letters in the 1970s. These letters are considered must-reads for investors and every year, what Buffett writes to shareholders is analyzed with great detail. The letters include explanations for investments or why items were sold. The letters also include life lessons and memorable quotes from the “Oracle of Omaha.”1980:In 1988, Buffett started accumulating shares of Coca-Cola for Berkshire Hathaway. After several large purchases, Berkshire Hathaway owned 7% of the company worth $1.02 billion. Buffett has a long history with Coca-Cola, once selling bottles for a penny profit. Berkshire Hathaway still owns 800 million shares of KO, worth nearly $18 billion.1990:Geico insurance has been one of the biggest pieces for Berkshire Hathaway since it acquired full control in the 1990s. Berkshire acquired the insurance company by buying out the 49% it did not own up until this point.Buffett had been an investor of Geico shares dating back to 1951. Benjamin Graham, Buffett’s mentor and professor, was once the chairman of Geico. The insurance company is forever linked to two of the most well-known investors.2000:The 2000s represented a great period of fortune and giving for Warren Buffett. In 2008, Buffett became the richest man in the world, with Forbes valuing his wealth at $62 billion. Buffett took over the top spot from Microsoft founder Bill Gates, who had held the number one position for thirteen consecutive years. Buffett pledged in 2006 to give away the majority of his wealth after his death, including 85% to the Bill and Melinda Gates Foundation.2010:Berkshire Hathaway started buying stock in Apple in 2016. Buffett has since admitted he wishes he would have bought shares earlier.“It’s probably the best business I know in the world,” Buffett told CNBC. Berkshire bought shares of Apple again throughout the decade to make it one of the biggest pieces of the investment portfolio.“I don’t think of Apple as a stock. I think of it as a third business,” Buffett told CNBC referring to Apple being the company’s third-biggest holding behind Geico and railroad interests.2020:Warren Buffett showed an investor lesson when he sold out of his stake in the big four airlines. A longtime vocal non-supporter of buying airline stocks, he sold his stake worth around $7 billion at a loss.He ditched his stakes in American Airlines, Delta Air Lines, Southwest Airlines, and United Airlines believing passenger numbers would not recover after the pandemic. He also cited carriers could be left with too many planes and would be hurt financially due to government loans.","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801970989,"gmtCreate":1627481127741,"gmtModify":1703490820240,"author":{"id":"3581847021927100","authorId":"3581847021927100","name":"GuSen","avatar":"https://static.tigerbbs.com/1b70044f21c62e929a7c4b5157b5a273","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581847021927100","authorIdStr":"3581847021927100"},"themes":[],"htmlText":"A little&nbsp;bit of Netflix in my lifeA little bit of JD.com on my sideA little bit of Tesla is&nbsp;all I need","listText":"A little&nbsp;bit of Netflix in my lifeA little bit of JD.com on my sideA little bit of Tesla is&nbsp;all I need","text":"A little bit of Netflix in my lifeA little bit of JD.com on my sideA little bit of Tesla is all I need","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/801970989","repostId":"2154360923","repostType":4,"repost":{"id":"2154360923","kind":"highlight","pubTimestamp":1627476883,"share":"https://ttm.financial/m/news/2154360923?lang=&edition=fundamental","pubTime":"2021-07-28 20:54","market":"us","language":"en","title":"Can These Megacap Stocks Double? Wall Street Thinks So","url":"https://stock-news.laohu8.com/highlight/detail?id=2154360923","media":"Motley Fool","summary":"The loftiest analyst price targets have these three well-known stocks rising by 101% to 129%.","content":"<p>As of this past weekend, there were fewer than 120 companies whose valuation topped $100 billion. Call me old-school, but I've always considered a market cap in excess of $100 billion to be a megacap stock (today, some folks believe in a megacap cutoff of $200 billion).</p>\n<p>Historically, companies that surpass a $100 billion market cap are slow-growing, but they're often profitable, time-tested, and offer modest long-term appreciation. However, the latter may not be the case for a trio of megacap stocks.</p>\n<p>Of the nearly 120 companies with at least a $100 billion market cap, only three have a high-water Wall Street price target that implies a doubling in their respective share prices. Can these megacap stocks actually double? Let's take a closer look.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F635058%2Fdividend-cash-on-financial-newspaper-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Tesla Motors: Implied upside of 129%</h2>\n<p>Perhaps unsurprisingly, auto stock <b>Tesla Motors</b> (NASDAQ:TSLA) offers the highest implied upside, based on the beefiest Wall Street price target -- $1,471 a share -- as of this past weekend. If this price target came to fruition, we'd be talking about a 129% increase in Tesla's stock. It's also worth mentioning that ARK invest CEO and Chief Investment Officer Cathie Wood believes Tesla can hit $3,000 a share by mid-decade.</p>\n<p>The obvious reason for bullishness has to do with the epic multi-decade vehicle replacement cycle that'll see people and businesses switching to electric vehicles (EV) and other forms of alternative energy-powered transportation. Tesla had a first-mover advantage in the U.S., and it's building a name for itself in China, which is the largest auto market in the world. By 2035, the Society of Automotive Engineers of China estimates that half of all new vehicles sold in China will be powered by alternative energy.</p>\n<p>Another reason some Wall Street analysts have rallied around Tesla is the company's clear-cut competitive advantages. For example, Tesla's batteries have higher capacity, more power, and better range than the batteries being developed by its peers. The introduction of the Model 3 also brought the price of entry-level EV ownership down considerably.</p>\n<p>But Tesla is also a highly polarizing stock, with a low price target from Wall Street of just $67. That's because there's a mountain of competition brewing in the EV space domestically and abroad. <b>General Motors</b> (NYSE:GM) plans to spend $35 billion on EVs and autonomous innovation through mid-decade.&nbsp; Meanwhile, <b>Ford Motor Company</b> (NYSE:F) is planning to spend $30 billion through 2025 on EVs. GM and Ford will each be launching 30 new electric vehicles globally within five years.</p>\n<p>An even bigger concern might just be Tesla's inability to generate a profit from selling EVs. Although it's been reporting adjusted quarterly profits for more than a year, Tesla's \"profitability\" has hinged on it selling renewable energy credits to other automakers or selling its digital assets (<b>Bitcoin</b>) for a profit. It's hard to envision Tesla being worth $1.4 trillion without even demonstrating to Wall Street that it can generate a recurring profit from selling EVs.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16ca48e46c5ed915bdfaeb115d44e553\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>JD.com: Implied upside of 101%</h2>\n<p>Wall Street is also expecting big things from China's second-largest online retailer, <b>JD.com</b> (NASDAQ:JD). Though the consensus of all analysts is that JD offers a hearty 43% upside, <a href=\"https://laohu8.com/S/AONE.U\">one</a> analyst foresees the company making a currency-converted run at close to $105 a share. This implies potential gains of 101% for the e-commerce giant.</p>\n<p>Wall Street's fascination with JD has to do with its similarities to <b>Amazon.com</b>&nbsp;and its (pardon the pun) prime location (i.e., at the heart of China's rapidly growing economy). Though the company does, in certain instances, act as a third-party marketplace, it's primarily a direct retailer of goods to online shoppers and maintains its own inventory. Having greater control over product quality and logistics is what's helped Amazon to generate insane amounts of cash flow, and it should do the same for JD. As of the end of March, JD's annual active customer count was a stone's throw from 500 million, up 29% from the prior-year period.</p>\n<p>Equally exciting is the rapid growth JD is experiencing from its service operations, which encompasses things like healthcare services, cloud services, and advertising. In late April, <b>Cloudflare</b>&nbsp;announced that it would partner with JD to expand its network in China. For JD, Cloudflare's use of its cloud infrastructure will create another channel of fast-growing sales. In Q1, this service segment grew sales by a blistering 73% from the prior-year quarter.</p>\n<p>However, JD is far from being the only fish in the pond in the world's second-largest economy. Though being a direct retailer comes with its advantages, it's nevertheless under constant pressure from the likes of <b>Alibaba</b>&nbsp;and <b>Pinduoduo</b>. Even <b>Tencent Holdings</b>, which has been a longtime shareholder of JD, is a potential threat with its slow but steady push into mobile e-commerce.</p>\n<p>Yet, even with increasing competition and regulatory uncertainty in China, JD offers a very realistic shot at eventually hitting Wall Street's upper echelon price target. Take note, I'm not saying JD gets there within 12 months, as is the common timeframe for Wall Street price targets. But within the next few years, $105 is a very realistic target given its 20%-plus sustainable growth rate and cloud services push.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F635058%2Fsiblings-watch-tv-family-entertainment-show-network-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Netflix: Implied upside of 124%</h2>\n<p>The last megacap stock that Wall Street believes has the potential to double is streaming content provider <b>Netflix</b> (NASDAQ:NFLX). The most aggressive price target on Wall Street foresees Netflix galloping to $1,154 a share, or 124% higher than where the company settled this past week.</p>\n<p>Similar to Tesla, Wall Street's fascination with Netflix has a lot to do with the company's first-mover advantage. Folks were scratching their heads when CEO Reed Hastings decided to shift away from a highly profitable DVD-delivery business and focus his company's attention on streaming. With hindsight being 20/20, we know this was a genius move. Netflix ended June with almost 209.2 million global streaming subscribers.</p>\n<p>Netflix also has a long history of turning heads thanks to its original programming. It's released dozens of original shows and movies, many of which have turned casual subscribers into users who become hooked on the service.</p>\n<p>But there are also a number of good reasons to believe that $1,154 isn't achievable. For instance, competition in the streaming space has been steadily picking up, with Netflix losing some of its share in the United States. In particular, <b>Walt Disney</b>'s streaming service Disney+ took just 16 months to go from launch to more than 100 million subscribers. The timing of the pandemic certainly helped Disney+, however its ascension can't be ignored.</p>\n<p>Furthermore, there's uncertainty about subscriber growth in a post-pandemic world. Make no mistake about it, we're still in a global pandemic. But with vaccination rates climbing, it's a fair assumption that people are going to be spending more time outside their homes rather than in front of their televisions or laptops. This could certainly slow Netflix's subscriber growth.</p>\n<p>A final reason for skepticism in this high-water price target is Netflix's long history of net cash outflows. It's no secret that Netflix wants to expand internationally, and it's willing to spend big to gobble up international streaming share. But it's difficult to imagine Netflix being worth close to $500 billion without any consistent positive cash flow.</p>","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>Can These Megacap Stocks Double? Wall Street Thinks So</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\">\nCan These Megacap Stocks Double? Wall Street Thinks So\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 20:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/28/can-megacap-stocks-double-wall-street-thinks-so/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As of this past weekend, there were fewer than 120 companies whose valuation topped $100 billion. Call me old-school, but I've always considered a market cap in excess of $100 billion to be a megacap ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/28/can-megacap-stocks-double-wall-street-thinks-so/\">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","NFLX":"奈飞","JD":"京东"},"source_url":"https://www.fool.com/investing/2021/07/28/can-megacap-stocks-double-wall-street-thinks-so/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154360923","content_text":"As of this past weekend, there were fewer than 120 companies whose valuation topped $100 billion. Call me old-school, but I've always considered a market cap in excess of $100 billion to be a megacap stock (today, some folks believe in a megacap cutoff of $200 billion).\nHistorically, companies that surpass a $100 billion market cap are slow-growing, but they're often profitable, time-tested, and offer modest long-term appreciation. However, the latter may not be the case for a trio of megacap stocks.\nOf the nearly 120 companies with at least a $100 billion market cap, only three have a high-water Wall Street price target that implies a doubling in their respective share prices. Can these megacap stocks actually double? Let's take a closer look.\nImage source: Getty Images.\nTesla Motors: Implied upside of 129%\nPerhaps unsurprisingly, auto stock Tesla Motors (NASDAQ:TSLA) offers the highest implied upside, based on the beefiest Wall Street price target -- $1,471 a share -- as of this past weekend. If this price target came to fruition, we'd be talking about a 129% increase in Tesla's stock. It's also worth mentioning that ARK invest CEO and Chief Investment Officer Cathie Wood believes Tesla can hit $3,000 a share by mid-decade.\nThe obvious reason for bullishness has to do with the epic multi-decade vehicle replacement cycle that'll see people and businesses switching to electric vehicles (EV) and other forms of alternative energy-powered transportation. Tesla had a first-mover advantage in the U.S., and it's building a name for itself in China, which is the largest auto market in the world. By 2035, the Society of Automotive Engineers of China estimates that half of all new vehicles sold in China will be powered by alternative energy.\nAnother reason some Wall Street analysts have rallied around Tesla is the company's clear-cut competitive advantages. For example, Tesla's batteries have higher capacity, more power, and better range than the batteries being developed by its peers. The introduction of the Model 3 also brought the price of entry-level EV ownership down considerably.\nBut Tesla is also a highly polarizing stock, with a low price target from Wall Street of just $67. That's because there's a mountain of competition brewing in the EV space domestically and abroad. General Motors (NYSE:GM) plans to spend $35 billion on EVs and autonomous innovation through mid-decade.  Meanwhile, Ford Motor Company (NYSE:F) is planning to spend $30 billion through 2025 on EVs. GM and Ford will each be launching 30 new electric vehicles globally within five years.\nAn even bigger concern might just be Tesla's inability to generate a profit from selling EVs. Although it's been reporting adjusted quarterly profits for more than a year, Tesla's \"profitability\" has hinged on it selling renewable energy credits to other automakers or selling its digital assets (Bitcoin) for a profit. It's hard to envision Tesla being worth $1.4 trillion without even demonstrating to Wall Street that it can generate a recurring profit from selling EVs.\nImage source: Getty Images.\nJD.com: Implied upside of 101%\nWall Street is also expecting big things from China's second-largest online retailer, JD.com (NASDAQ:JD). Though the consensus of all analysts is that JD offers a hearty 43% upside, one analyst foresees the company making a currency-converted run at close to $105 a share. This implies potential gains of 101% for the e-commerce giant.\nWall Street's fascination with JD has to do with its similarities to Amazon.com and its (pardon the pun) prime location (i.e., at the heart of China's rapidly growing economy). Though the company does, in certain instances, act as a third-party marketplace, it's primarily a direct retailer of goods to online shoppers and maintains its own inventory. Having greater control over product quality and logistics is what's helped Amazon to generate insane amounts of cash flow, and it should do the same for JD. As of the end of March, JD's annual active customer count was a stone's throw from 500 million, up 29% from the prior-year period.\nEqually exciting is the rapid growth JD is experiencing from its service operations, which encompasses things like healthcare services, cloud services, and advertising. In late April, Cloudflare announced that it would partner with JD to expand its network in China. For JD, Cloudflare's use of its cloud infrastructure will create another channel of fast-growing sales. In Q1, this service segment grew sales by a blistering 73% from the prior-year quarter.\nHowever, JD is far from being the only fish in the pond in the world's second-largest economy. Though being a direct retailer comes with its advantages, it's nevertheless under constant pressure from the likes of Alibaba and Pinduoduo. Even Tencent Holdings, which has been a longtime shareholder of JD, is a potential threat with its slow but steady push into mobile e-commerce.\nYet, even with increasing competition and regulatory uncertainty in China, JD offers a very realistic shot at eventually hitting Wall Street's upper echelon price target. Take note, I'm not saying JD gets there within 12 months, as is the common timeframe for Wall Street price targets. But within the next few years, $105 is a very realistic target given its 20%-plus sustainable growth rate and cloud services push.\nImage source: Getty Images.\nNetflix: Implied upside of 124%\nThe last megacap stock that Wall Street believes has the potential to double is streaming content provider Netflix (NASDAQ:NFLX). The most aggressive price target on Wall Street foresees Netflix galloping to $1,154 a share, or 124% higher than where the company settled this past week.\nSimilar to Tesla, Wall Street's fascination with Netflix has a lot to do with the company's first-mover advantage. Folks were scratching their heads when CEO Reed Hastings decided to shift away from a highly profitable DVD-delivery business and focus his company's attention on streaming. With hindsight being 20/20, we know this was a genius move. Netflix ended June with almost 209.2 million global streaming subscribers.\nNetflix also has a long history of turning heads thanks to its original programming. It's released dozens of original shows and movies, many of which have turned casual subscribers into users who become hooked on the service.\nBut there are also a number of good reasons to believe that $1,154 isn't achievable. For instance, competition in the streaming space has been steadily picking up, with Netflix losing some of its share in the United States. In particular, Walt Disney's streaming service Disney+ took just 16 months to go from launch to more than 100 million subscribers. The timing of the pandemic certainly helped Disney+, however its ascension can't be ignored.\nFurthermore, there's uncertainty about subscriber growth in a post-pandemic world. Make no mistake about it, we're still in a global pandemic. But with vaccination rates climbing, it's a fair assumption that people are going to be spending more time outside their homes rather than in front of their televisions or laptops. This could certainly slow Netflix's subscriber growth.\nA final reason for skepticism in this high-water price target is Netflix's long history of net cash outflows. It's no secret that Netflix wants to expand internationally, and it's willing to spend big to gobble up international streaming share. But it's difficult to imagine Netflix being worth close to $500 billion without any consistent positive cash flow.","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086262608,"gmtCreate":1650462905856,"gmtModify":1676534729278,"author":{"id":"3581847021927100","authorId":"3581847021927100","name":"GuSen","avatar":"https://static.tigerbbs.com/1b70044f21c62e929a7c4b5157b5a273","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581847021927100","authorIdStr":"3581847021927100"},"themes":[],"htmlText":"Fake news...","listText":"Fake news...","text":"Fake news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086262608","repostId":"1105569285","repostType":4,"repost":{"id":"1105569285","kind":"news","pubTimestamp":1650468622,"share":"https://ttm.financial/m/news/1105569285?lang=&edition=fundamental","pubTime":"2022-04-20 23:30","market":"us","language":"en","title":"Is The End Near For Musk And Tesla?","url":"https://stock-news.laohu8.com/highlight/detail?id=1105569285","media":"Seeking Alpha","summary":"SummaryDespite recent gains, investors should consider selling Tesla and other meme stocks now, before institutional money bails.While regulators may still be too frightened to hold Musk accountable, ","content":"<html><head></head><body><p>Summary</p><ul><li>Despite recent gains, investors should consider selling Tesla and other meme stocks now, before institutional money bails.</li><li>While regulators may still be too frightened to hold Musk accountable, a change in public opinion would be far more consequential to Musk and his empire.</li><li>The hype around Musk’s stake in Twitter and the speculation around his plans for the social media platform takes focus away from the troubles, which are many, ahead of Tesla.</li></ul><p>For years, Elon Musk has used hype to prop up Tesla’s stock. It’s worked so well that other companies have followed his lead. But now, we think the world has seen that the emperor has no clothes. The attempted Twitter (TWTR) takeover is yet another example of Musk bullying his way into what he wants and underscores how his super-star status cannot always convince people to overlook his irreverent, reckless, and potentially illegal behavior. As the recent lawsuit againstMusk shows, he is not completely immune from the consequences of his actions. Despite recent gains, investors should consider selling Tesla (NASDAQ:TSLA) and other meme stocks now, before institutional money bails.</p><p><b>End of the Road for Musk</b></p><p>Most investors are keenly aware of Musk’s long history of making grand promises that don’t come true – the Roadster, the Semi, the Cybertruck, full-self driving (FSD) etc. – and at times are blatantly unethical, such as tweeting “funding secured” to go private, and pumping Doge coin. But now, we have evidence that he may have acted illegally in the way he reported his purchases of Twitter stock. Given the clear rules about how investors should report large stakes in public companies – like what Musk has in Twitter – this case seems straightforward: Musk broke the rules.</p><p>The next question is how severely he will be punished. If the past is any guide, regulators will not muster more than a slap on the wrist. The real question is how institutional investors will react to signs Musk has pushed the envelope too far.</p><p>Institutional investors own Tesla stock more often because they must, given its influence on their performance, than because they see it as a good investment. Any investor with a rigorous process can see the stock is ridiculously overvalued; so, you own it for the “Musk effect”. Accordingly, the institutional investors’ decision to sell Tesla stock will be based on when Musk’s outsized influence begins to wane.</p><p>We think that moment has come.</p><p><b>Musk Meets His Maker: Twitter</b></p><p>In our view, Musk’s repeated rule-breaking behavior has finally gone too far. Details of the case are still emerging, but Musk’s failure to disclose his more than 5% stake in Twitter arguably hurt investors who sold shares after he crossed that ownership threshold. Instead, Musk kept purchasing shares until reaching a 9% stake in Twitter before disclosing his position. The initial class-action lawsuit and the potential for more have finally gotten the attention of investors, if not regulators.</p><p>The poor reception Twitter’s employees gave the news of Musk’s stake is a very public rejection of his super-star influencer status and provide the first tangible evidence that maybe his star power has limitations. If a hostile takeover prompts a mass exodus of talent, then Musk might end up destroying the company in the process of buying it. That being said, the loudest voices in the company are not necessarily the most valuable.</p><p>As more people join lawsuits against Musk, and Twitter employees continue to express their mistrust of the company’s largest shareholder, institutional investors may seize this moment to quietly unload their shares of overvalued Tesla stock. Now is the time to sell because the price of the stock to this point has been more a reflection of Musk’s ability to draw an audience than any underlying fundamental value in the company.</p><p><b>Live by the Stunt, Die by the Stunt</b></p><p>Ultimately, it appears that as much as Twitter was the launch pad for Musk’s super influence powers, his failure thus far to win the publicity battle could mark the beginning-of-the-end of his super-star status.</p><p>Musk’s Twitter play, which is another in a long series of distractions, could end poorly for Musk. Instead of addressing Tesla’s issues, Musk appears to be attempting to position himself as a defender of free speech. The risk he faces is that instead of looking like a hero he looks more like a bully running an ego-driven takeover with little regard for the rules. While regulators may still be too frightened to hold Musk accountable (more on this below), a change in public opinion would be far more consequential to Musk and his empire.</p><p>Tesla’s investors have not been impressed with Musk’s Twitter antics either, as the stock is down 11% since he announced his ownership in the social media giant. Likewise, the “Musk bump” in Twitter shares is likely to fade as investors realize the only value Musk brought was publicity, and not good publicity either. Although Twitter remains a popular platform, it has its own problems and suggestions such as removing a letter from its name can do more harm than good.</p><p><b>Why Haven’t Regulators Done Anything Before Now?</b></p><p>Tesla’s high stock price has, thus far, kept its CEO well beyond an arm’s length of regulators. Other executives in other times likely would have faced consequences for many of the things Musk has said and done. Today, Tesla’s high stock price indicates investors’ collective belief in Musk’s promises and protects Musk. Regulators don’t want to be accused of causing the company’s stock price to fall, thereby destroying the wealth of many investors and, as a result, footing the cost of defending against numerous shareholder lawsuits.</p><p>Furthermore, Musk can claim Tesla’s elevated stock price and the wealth it endows is what he needs to fulfill his outlandish promises over time. However, should Tesla’s stock price ever reflect realistic expectations for the company, authorities may feel emboldened to pursue legal or regulatory action against Musk and/or Tesla. Credible claims can be made for several offenses, including:</p><ul><li>stock and cryptocurrency manipulation</li><li>false advertising of Full Self Driving (FSD)</li><li>ignoring safety authorities</li><li>neglecting to file documentation on time related to his purchase of Twitter’s shares</li><li>and other claims of dubious veracity</li></ul><p><b>What Will Regulators Do When the Bubble Pops?</b></p><p>Musk has positioned himself as a pop-culture icon. Though society loves to build up celebrities, so too does it love tearing them down even more. Once Tesla’s stock price falls from its overly inflated levels, Musk will lose his cover that has protected him from all his unethical and arguably illegal behavior. Regulators are likely to come after Musk with knives out after all the humiliation they had to suffer at his hand.</p><p><b>Trouble on the Horizon</b></p><p>All the hype around Musk’s large stake in Twitter and the speculation around his plans for the social media platform takes focus away from the troubles, which are many, ahead for Tesla. Of course, that is likely his goal. Below we discuss the fundamentals of Tesla’s business, which cannot be wished away or made irrelevant with hype.</p><p><b>Incumbents Are Catching Up:</b> Tesla’s first-mover advantage has long been cited as reason enough for investors to pile their money into the company. However, that advantage is gone, and in some cases turning into a lag. Ford (F), Rivian (RIVN), and General Motors (GM) aim to produce EV trucks in 2022, but Tesla will be on the sidelines until at least 2023 before launching its Cybertruck.</p><p>The rising competition from incumbents means the days of Tesla’s rising profitability could be numbered. For starters, 26% of the company’s GAAP earnings in 2021 were from the sale of regulatory credits, not from the underlying economics of making and selling vehicles and other ancillary services.</p><p>Once incumbents increase production of EVs they will need to purchase fewer credits from Elon. That means Tesla needs to actually start <i>selling</i> <i>cars</i>to make money. The catch-22 is that for the company to sell more cars, it first needs to increase its production capacity. If Tesla’s succeeds in selling more cars capital expenditure and working capital are primed to grow along with sales. Tesla needs to build economies of scale before it can benefit from them.</p><p><b>Market Share Losses Continue:</b> Incumbent automakers have entered the EV market with scale and are already taking market share from Tesla. Per Figure 2, Tesla’s share of global EV sales fell from 16% in 2019 to 14% in 2021.</p><p>Tesla’s share of the U.S. EV market fell from 79% in2020to 70% in2021. With light truck sales comprising more than three out of every four vehicles sold in the U.S. in January 2022, Tesla falling behind in truck EVs means its share of the U.S. market could fall further.</p><p><b>Figure 2: Tesla’s Share of the Global EV Sales</b></p><p><img src=\"https://static.tigerbbs.com/bc4dd16dde86e1ab31f85bd8a2af4aee\" tg-width=\"630\" tg-height=\"260\" referrerpolicy=\"no-referrer\"/></p><p>TSLA Market Share Since 2019(New Constructs, LLC)</p><p>Sources: New Constructs, LLC, EV-volumes.com and Statista</p><p><b>Slow Start to 2022:</b>Though Teslaforecastedan at least 50% YoY rise in deliveries in 2022, the company is feeling the effects of supply chain problems – just like every other automaker. The company delivered 310,000 vehicles in the quarter, while consensus estimates were for 313,000.</p><p><b>Reverse DCF Math: Valuation Implies Tesla Will Own at Least 57% of the Global Passenger EV Market</b></p><p>Despite the increased competition, failure to meet delivery expectations, and diminutive share of the global EV market in 2021, Tesla’s valuation implies the company will own 57% of the global passenger EV market in 2030.</p><p>Even if Tesla increases the average selling price (ASP) per vehicle to $55K vs. ($49K in 2021), Tesla’s stock price at ~$1,100/share implies the firm will sell 15 million vehicles in 2030 versus ~936k in 2021. That figure represents 57% of the projected base case global EV passenger vehicle market in 2030 and the implied vehicle sales based on a lower ASP looks even more unrealistic.</p><p>To provide inarguably best-case scenarios for assessing the expectations reflected in Tesla’s stock price, we assume Tesla achieves profit margins 1.5x Toyota Motor Corp (TM) and triples its current auto manufacturing efficiency.</p><p>Per Figure 3, an $1,100/share price implies that, in 2030, Tesla will sell the following number of vehicles based on these ASP benchmarks:</p><ul><li>15 million vehicles – ASP of $55K (above average U.S. new car price of $47K in 2021)</li><li>7 million vehicles – ASP of $49K (equal to Tesla’s 2021 ASP[1])</li><li>21 million vehicles – ASP of $38K (equal to General Motors’ ASP[2] of $38K in 2021)</li></ul><p>If Tesla achieves those EV sales, the implied market share for the company would be the following (assuming global passenger EV sales reach 26 million in 2030, the base case projection from the IEA):</p><ul><li>57% for 15 million vehicles</li><li>64% for 17 million vehicles</li><li>83% for 21 million vehicles</li></ul><p>If we assume the IEA’s best case for global passenger EV sales in 2030, 47 million vehicles, the above vehicle sales represent:</p><ul><li>31% for 15 million vehicles</li><li>35% for 17 million vehicles</li><li>45% for 21 million vehicles</li></ul><p><b>Figure 3: Tesla’s Implied Vehicle Sales in 2030 to Justify $1,100/Share</b></p><p><img src=\"https://static.tigerbbs.com/bad84793f241565c81ebb0d29b01242c\" tg-width=\"630\" tg-height=\"284\" referrerpolicy=\"no-referrer\"/></p><p>TSLA DCF Implied Vehicle Production(New Constructs, LLC)</p><p>Sources: New Constructs, LLC and company filings</p><p><b>Tesla Must Generate More Profits Than Apple For Investors to Make Money</b></p><p>Below are the assumptions we use in our reverse discounted cash flow model to calculate the implied production levels above.</p><p>Bulls should understand what Tesla needs to accomplish to justify ~$1,100/share:</p><ul><li>immediately achieve a 14% NOPAT margin (1.5x Toyota’s margin, which is the highest of the large-scale automakers we cover), compared to Tesla’s TTM margin of 8%) and</li><li>grow revenue by 32% compounded annually from 2022 to 2030.</li></ul><p>In this scenario, Tesla generates <i>$811 billion</i> in revenue in 2030, which is 116% of the combined revenues of Toyota, Stellantis (STLA), Ford, General Motors, and Honda (HMC) over the past twelve months. Tesla must replace the U.S. auto industry before 2030 to justify current valuations.</p><p>This scenario also implies Tesla grows net operating profit after-tax (NOPAT) by 2,458% from 2021 to 2030. In this scenario, Tesla generates $112 billion in NOPAT in 2030, or 12% higher than Apple’s (AAPL) TTM NOPAT, which, at $100 billion, is the highest of all companies we cover, and 65% higher than Microsoft (MSFT), the second-highest. Those companies have intertwined themselves in the lives of consumers and businesses around the world, which seems an unlikely feat for Tesla at this point.</p><p><b>TSLA Has 46% Downside If Morgan Stanley Is Right About Sales</b></p><p>If we assume Tesla reaches Morgan Stanley’s estimate of selling 8.1 million cars in 2030 (which implies a 31% share of the global passenger EV market in 2030), at an ASP of $55k, the stock is worth just $542/share. Details:</p><ul><li>NOPAT margin improves to 14% and</li><li>revenue grows 27% compounded annually over the next decade, then</li></ul><p>the stock is worth just $547/share today – a 46% downside to the current price. See the math behind this reverse DCF scenario. In this scenario, Tesla grows NOPAT to $62 billion, or nearly 14x its 2021 NOPAT, and just 7% below Alphabet’s (GOOGL) 2021 NOPAT.</p><p><b>TSLA Has 80%+ Downside Even with 27% Market Share and Realistic Margins</b></p><p>If we estimate more reasonable (but still very optimistic) margins and market share achievements for Tesla, the stock is worth just $200/share. Here’s the math:</p><ul><li>NOPAT margin improves to 9% (equal to Toyota’s TTM margin) and</li><li>revenue grows by consensus estimates from 2022 to 2024 and</li><li>revenue grows 17% a year from 2025 to 2030, then</li></ul><p>the stock is worth just $200/share today – an 80% downside to the current price.</p><p>In this scenario, Tesla sells 7 million cars (27% of the global passenger EV market in 2030) at an ASP of $47K (average new car price in U.S. in 2021) and grows NOPAT by 24% compounded annually from 2022 to 2030.</p><p>We also assume a more realistic NOPAT margin of 9% in this scenario, which is 1.3x higher than Toyota’s industry-leading five-year average NOPAT margin of 7%. Given the required capital requirements to fund manufacturing and match increased competition in the EV market, Tesla is unlikely to achieve and sustain a margin as high as 9% from 2022 to 2030. If Tesla fails to meet these expectations, then the stock is worth less than $200/share.</p><p>Figure 4 compares the firm’s historical NOPAT to the NOPAT implied in the above scenarios to illustrate just how high the expectations baked into Tesla’s stock price remain. For additional context, we show Toyota’s, General Motors’, and Apple’s TTM NOPAT.</p><p><b>Figure 4: Tesla’s Historical and Implied NOPAT: DCF Valuation Scenarios</b></p><p><img src=\"https://static.tigerbbs.com/3e43f865637ac4c84e8199df2b05d061\" tg-width=\"630\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/></p><p>TSLA DCF Implied NOPAT(New Constructs, LLC)</p><p>Sources: New Constructs, LLC and company filings</p><p>Each of the above scenarios assumes Tesla’s invested capital grows 14% compounded annually through 2030. For reference, Tesla’s invested capital grew 49% compounded annually from 2011 to 2021 and 30% compounded annually since 2015.</p><p>An invested capital CAGR of 14% represents 1/3rdthe CAGR of Tesla’s property, plant, and equipment since 2011 and assumes the company can build future plants and produce cars 3x more efficiently than it has so far.</p><p>In other words, we aim to provide inarguably best-case scenarios for assessing the expectations for future market share and profits reflected in Tesla’s stock market valuation.</p><p><b>Tesla Won’t Be the Only One to Fall</b></p><p>Other meme stocks have taken pages from the Musk playbook and will likely suffer the same fate we expect Tesla to suffer once the game is up. GameStop (GME) promised to transform itself into an ecommerce powerhouse, yet the company continues to head in the opposite direction and earnings continue to disappoint. GameStop’s Core Earnings fell from -$200 million in fiscal 2021 to -$321 million in fiscal 2022.</p><p>Despite the company’s inability to quickly execute operational change, GameStop’s stock has remained well above a reasonable valuation thanks in part to announcing the launch of a marketplace for nonfungible tokens (NFTs) and partnerships with blockchain firms.</p><p>AMC Entertainment Holdings (AMC) has also run several Tesla-esque plays to prop up its stock. Indeed, the company’s CEO recently tweeted that the company is “playing on offense again” with its investment in a microcap gold mine. Before gold mines, the company got on the crypto bandwagon in 2021 by accepting Bitcoin, Ethereum, Bitcoin Cash, and Litecoin.</p><p>Beyond the repeated attempts at propping up their stocks, the fundamentally weak business models of Tesla, GameStop, and AMC Entertainment in highly competitive industries burn cash and continue to dilute shareholders whenever possible. Per Figure 5, despite combining for more than $1.1 trillion of market cap, Tesla, AMC Entertainment, and GameStop have a combined economic book value, our measure of the no growth value of a stock, of -$52 billion and -$4.3 billion of free cash flow over the past twelve months.</p><p><b>Figure 5: Meme Stock’s Market Cap, Economic Book Value &amp; FCF: TTM</b></p><p><img src=\"https://static.tigerbbs.com/add55782c8e6b0e8a891f84c9ec7421f\" tg-width=\"630\" tg-height=\"119\" referrerpolicy=\"no-referrer\"/></p><p>Meme Stocks Market Cap, Economic Book Value, FCF(New Constructs, LLC)</p><p>Sources: New Constructs, LLC and company filings</p><p><i>This article originally published on April 14, 2022.</i></p><p><i>Disclosure: David Trainer, Kyle Guske II, and Matt Shuler receive no compensation to write about any specific stock, sector, style, or theme.</i></p><p>[1] Tesla’s ASP = (total automotive revenues – regulatory credits) / deliveries</p><p>[2] General Motors’ ASP = Vehicle, parts and accessories / wholesale vehicle sales</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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 The End Near For Musk And Tesla?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-20 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4501979-is-the-end-near-for-musk-and-tesla><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryDespite recent gains, investors should consider selling Tesla and other meme stocks now, before institutional money bails.While regulators may still be too frightened to hold Musk accountable, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4501979-is-the-end-near-for-musk-and-tesla\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4501979-is-the-end-near-for-musk-and-tesla","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105569285","content_text":"SummaryDespite recent gains, investors should consider selling Tesla and other meme stocks now, before institutional money bails.While regulators may still be too frightened to hold Musk accountable, a change in public opinion would be far more consequential to Musk and his empire.The hype around Musk’s stake in Twitter and the speculation around his plans for the social media platform takes focus away from the troubles, which are many, ahead of Tesla.For years, Elon Musk has used hype to prop up Tesla’s stock. It’s worked so well that other companies have followed his lead. But now, we think the world has seen that the emperor has no clothes. The attempted Twitter (TWTR) takeover is yet another example of Musk bullying his way into what he wants and underscores how his super-star status cannot always convince people to overlook his irreverent, reckless, and potentially illegal behavior. As the recent lawsuit againstMusk shows, he is not completely immune from the consequences of his actions. Despite recent gains, investors should consider selling Tesla (NASDAQ:TSLA) and other meme stocks now, before institutional money bails.End of the Road for MuskMost investors are keenly aware of Musk’s long history of making grand promises that don’t come true – the Roadster, the Semi, the Cybertruck, full-self driving (FSD) etc. – and at times are blatantly unethical, such as tweeting “funding secured” to go private, and pumping Doge coin. But now, we have evidence that he may have acted illegally in the way he reported his purchases of Twitter stock. Given the clear rules about how investors should report large stakes in public companies – like what Musk has in Twitter – this case seems straightforward: Musk broke the rules.The next question is how severely he will be punished. If the past is any guide, regulators will not muster more than a slap on the wrist. The real question is how institutional investors will react to signs Musk has pushed the envelope too far.Institutional investors own Tesla stock more often because they must, given its influence on their performance, than because they see it as a good investment. Any investor with a rigorous process can see the stock is ridiculously overvalued; so, you own it for the “Musk effect”. Accordingly, the institutional investors’ decision to sell Tesla stock will be based on when Musk’s outsized influence begins to wane.We think that moment has come.Musk Meets His Maker: TwitterIn our view, Musk’s repeated rule-breaking behavior has finally gone too far. Details of the case are still emerging, but Musk’s failure to disclose his more than 5% stake in Twitter arguably hurt investors who sold shares after he crossed that ownership threshold. Instead, Musk kept purchasing shares until reaching a 9% stake in Twitter before disclosing his position. The initial class-action lawsuit and the potential for more have finally gotten the attention of investors, if not regulators.The poor reception Twitter’s employees gave the news of Musk’s stake is a very public rejection of his super-star influencer status and provide the first tangible evidence that maybe his star power has limitations. If a hostile takeover prompts a mass exodus of talent, then Musk might end up destroying the company in the process of buying it. That being said, the loudest voices in the company are not necessarily the most valuable.As more people join lawsuits against Musk, and Twitter employees continue to express their mistrust of the company’s largest shareholder, institutional investors may seize this moment to quietly unload their shares of overvalued Tesla stock. Now is the time to sell because the price of the stock to this point has been more a reflection of Musk’s ability to draw an audience than any underlying fundamental value in the company.Live by the Stunt, Die by the StuntUltimately, it appears that as much as Twitter was the launch pad for Musk’s super influence powers, his failure thus far to win the publicity battle could mark the beginning-of-the-end of his super-star status.Musk’s Twitter play, which is another in a long series of distractions, could end poorly for Musk. Instead of addressing Tesla’s issues, Musk appears to be attempting to position himself as a defender of free speech. The risk he faces is that instead of looking like a hero he looks more like a bully running an ego-driven takeover with little regard for the rules. While regulators may still be too frightened to hold Musk accountable (more on this below), a change in public opinion would be far more consequential to Musk and his empire.Tesla’s investors have not been impressed with Musk’s Twitter antics either, as the stock is down 11% since he announced his ownership in the social media giant. Likewise, the “Musk bump” in Twitter shares is likely to fade as investors realize the only value Musk brought was publicity, and not good publicity either. Although Twitter remains a popular platform, it has its own problems and suggestions such as removing a letter from its name can do more harm than good.Why Haven’t Regulators Done Anything Before Now?Tesla’s high stock price has, thus far, kept its CEO well beyond an arm’s length of regulators. Other executives in other times likely would have faced consequences for many of the things Musk has said and done. Today, Tesla’s high stock price indicates investors’ collective belief in Musk’s promises and protects Musk. Regulators don’t want to be accused of causing the company’s stock price to fall, thereby destroying the wealth of many investors and, as a result, footing the cost of defending against numerous shareholder lawsuits.Furthermore, Musk can claim Tesla’s elevated stock price and the wealth it endows is what he needs to fulfill his outlandish promises over time. However, should Tesla’s stock price ever reflect realistic expectations for the company, authorities may feel emboldened to pursue legal or regulatory action against Musk and/or Tesla. Credible claims can be made for several offenses, including:stock and cryptocurrency manipulationfalse advertising of Full Self Driving (FSD)ignoring safety authoritiesneglecting to file documentation on time related to his purchase of Twitter’s sharesand other claims of dubious veracityWhat Will Regulators Do When the Bubble Pops?Musk has positioned himself as a pop-culture icon. Though society loves to build up celebrities, so too does it love tearing them down even more. Once Tesla’s stock price falls from its overly inflated levels, Musk will lose his cover that has protected him from all his unethical and arguably illegal behavior. Regulators are likely to come after Musk with knives out after all the humiliation they had to suffer at his hand.Trouble on the HorizonAll the hype around Musk’s large stake in Twitter and the speculation around his plans for the social media platform takes focus away from the troubles, which are many, ahead for Tesla. Of course, that is likely his goal. Below we discuss the fundamentals of Tesla’s business, which cannot be wished away or made irrelevant with hype.Incumbents Are Catching Up: Tesla’s first-mover advantage has long been cited as reason enough for investors to pile their money into the company. However, that advantage is gone, and in some cases turning into a lag. Ford (F), Rivian (RIVN), and General Motors (GM) aim to produce EV trucks in 2022, but Tesla will be on the sidelines until at least 2023 before launching its Cybertruck.The rising competition from incumbents means the days of Tesla’s rising profitability could be numbered. For starters, 26% of the company’s GAAP earnings in 2021 were from the sale of regulatory credits, not from the underlying economics of making and selling vehicles and other ancillary services.Once incumbents increase production of EVs they will need to purchase fewer credits from Elon. That means Tesla needs to actually start selling carsto make money. The catch-22 is that for the company to sell more cars, it first needs to increase its production capacity. If Tesla’s succeeds in selling more cars capital expenditure and working capital are primed to grow along with sales. Tesla needs to build economies of scale before it can benefit from them.Market Share Losses Continue: Incumbent automakers have entered the EV market with scale and are already taking market share from Tesla. Per Figure 2, Tesla’s share of global EV sales fell from 16% in 2019 to 14% in 2021.Tesla’s share of the U.S. EV market fell from 79% in2020to 70% in2021. With light truck sales comprising more than three out of every four vehicles sold in the U.S. in January 2022, Tesla falling behind in truck EVs means its share of the U.S. market could fall further.Figure 2: Tesla’s Share of the Global EV SalesTSLA Market Share Since 2019(New Constructs, LLC)Sources: New Constructs, LLC, EV-volumes.com and StatistaSlow Start to 2022:Though Teslaforecastedan at least 50% YoY rise in deliveries in 2022, the company is feeling the effects of supply chain problems – just like every other automaker. The company delivered 310,000 vehicles in the quarter, while consensus estimates were for 313,000.Reverse DCF Math: Valuation Implies Tesla Will Own at Least 57% of the Global Passenger EV MarketDespite the increased competition, failure to meet delivery expectations, and diminutive share of the global EV market in 2021, Tesla’s valuation implies the company will own 57% of the global passenger EV market in 2030.Even if Tesla increases the average selling price (ASP) per vehicle to $55K vs. ($49K in 2021), Tesla’s stock price at ~$1,100/share implies the firm will sell 15 million vehicles in 2030 versus ~936k in 2021. That figure represents 57% of the projected base case global EV passenger vehicle market in 2030 and the implied vehicle sales based on a lower ASP looks even more unrealistic.To provide inarguably best-case scenarios for assessing the expectations reflected in Tesla’s stock price, we assume Tesla achieves profit margins 1.5x Toyota Motor Corp (TM) and triples its current auto manufacturing efficiency.Per Figure 3, an $1,100/share price implies that, in 2030, Tesla will sell the following number of vehicles based on these ASP benchmarks:15 million vehicles – ASP of $55K (above average U.S. new car price of $47K in 2021)7 million vehicles – ASP of $49K (equal to Tesla’s 2021 ASP[1])21 million vehicles – ASP of $38K (equal to General Motors’ ASP[2] of $38K in 2021)If Tesla achieves those EV sales, the implied market share for the company would be the following (assuming global passenger EV sales reach 26 million in 2030, the base case projection from the IEA):57% for 15 million vehicles64% for 17 million vehicles83% for 21 million vehiclesIf we assume the IEA’s best case for global passenger EV sales in 2030, 47 million vehicles, the above vehicle sales represent:31% for 15 million vehicles35% for 17 million vehicles45% for 21 million vehiclesFigure 3: Tesla’s Implied Vehicle Sales in 2030 to Justify $1,100/ShareTSLA DCF Implied Vehicle Production(New Constructs, LLC)Sources: New Constructs, LLC and company filingsTesla Must Generate More Profits Than Apple For Investors to Make MoneyBelow are the assumptions we use in our reverse discounted cash flow model to calculate the implied production levels above.Bulls should understand what Tesla needs to accomplish to justify ~$1,100/share:immediately achieve a 14% NOPAT margin (1.5x Toyota’s margin, which is the highest of the large-scale automakers we cover), compared to Tesla’s TTM margin of 8%) andgrow revenue by 32% compounded annually from 2022 to 2030.In this scenario, Tesla generates $811 billion in revenue in 2030, which is 116% of the combined revenues of Toyota, Stellantis (STLA), Ford, General Motors, and Honda (HMC) over the past twelve months. Tesla must replace the U.S. auto industry before 2030 to justify current valuations.This scenario also implies Tesla grows net operating profit after-tax (NOPAT) by 2,458% from 2021 to 2030. In this scenario, Tesla generates $112 billion in NOPAT in 2030, or 12% higher than Apple’s (AAPL) TTM NOPAT, which, at $100 billion, is the highest of all companies we cover, and 65% higher than Microsoft (MSFT), the second-highest. Those companies have intertwined themselves in the lives of consumers and businesses around the world, which seems an unlikely feat for Tesla at this point.TSLA Has 46% Downside If Morgan Stanley Is Right About SalesIf we assume Tesla reaches Morgan Stanley’s estimate of selling 8.1 million cars in 2030 (which implies a 31% share of the global passenger EV market in 2030), at an ASP of $55k, the stock is worth just $542/share. Details:NOPAT margin improves to 14% andrevenue grows 27% compounded annually over the next decade, thenthe stock is worth just $547/share today – a 46% downside to the current price. See the math behind this reverse DCF scenario. In this scenario, Tesla grows NOPAT to $62 billion, or nearly 14x its 2021 NOPAT, and just 7% below Alphabet’s (GOOGL) 2021 NOPAT.TSLA Has 80%+ Downside Even with 27% Market Share and Realistic MarginsIf we estimate more reasonable (but still very optimistic) margins and market share achievements for Tesla, the stock is worth just $200/share. Here’s the math:NOPAT margin improves to 9% (equal to Toyota’s TTM margin) andrevenue grows by consensus estimates from 2022 to 2024 andrevenue grows 17% a year from 2025 to 2030, thenthe stock is worth just $200/share today – an 80% downside to the current price.In this scenario, Tesla sells 7 million cars (27% of the global passenger EV market in 2030) at an ASP of $47K (average new car price in U.S. in 2021) and grows NOPAT by 24% compounded annually from 2022 to 2030.We also assume a more realistic NOPAT margin of 9% in this scenario, which is 1.3x higher than Toyota’s industry-leading five-year average NOPAT margin of 7%. Given the required capital requirements to fund manufacturing and match increased competition in the EV market, Tesla is unlikely to achieve and sustain a margin as high as 9% from 2022 to 2030. If Tesla fails to meet these expectations, then the stock is worth less than $200/share.Figure 4 compares the firm’s historical NOPAT to the NOPAT implied in the above scenarios to illustrate just how high the expectations baked into Tesla’s stock price remain. For additional context, we show Toyota’s, General Motors’, and Apple’s TTM NOPAT.Figure 4: Tesla’s Historical and Implied NOPAT: DCF Valuation ScenariosTSLA DCF Implied NOPAT(New Constructs, LLC)Sources: New Constructs, LLC and company filingsEach of the above scenarios assumes Tesla’s invested capital grows 14% compounded annually through 2030. For reference, Tesla’s invested capital grew 49% compounded annually from 2011 to 2021 and 30% compounded annually since 2015.An invested capital CAGR of 14% represents 1/3rdthe CAGR of Tesla’s property, plant, and equipment since 2011 and assumes the company can build future plants and produce cars 3x more efficiently than it has so far.In other words, we aim to provide inarguably best-case scenarios for assessing the expectations for future market share and profits reflected in Tesla’s stock market valuation.Tesla Won’t Be the Only One to FallOther meme stocks have taken pages from the Musk playbook and will likely suffer the same fate we expect Tesla to suffer once the game is up. GameStop (GME) promised to transform itself into an ecommerce powerhouse, yet the company continues to head in the opposite direction and earnings continue to disappoint. GameStop’s Core Earnings fell from -$200 million in fiscal 2021 to -$321 million in fiscal 2022.Despite the company’s inability to quickly execute operational change, GameStop’s stock has remained well above a reasonable valuation thanks in part to announcing the launch of a marketplace for nonfungible tokens (NFTs) and partnerships with blockchain firms.AMC Entertainment Holdings (AMC) has also run several Tesla-esque plays to prop up its stock. Indeed, the company’s CEO recently tweeted that the company is “playing on offense again” with its investment in a microcap gold mine. Before gold mines, the company got on the crypto bandwagon in 2021 by accepting Bitcoin, Ethereum, Bitcoin Cash, and Litecoin.Beyond the repeated attempts at propping up their stocks, the fundamentally weak business models of Tesla, GameStop, and AMC Entertainment in highly competitive industries burn cash and continue to dilute shareholders whenever possible. Per Figure 5, despite combining for more than $1.1 trillion of market cap, Tesla, AMC Entertainment, and GameStop have a combined economic book value, our measure of the no growth value of a stock, of -$52 billion and -$4.3 billion of free cash flow over the past twelve months.Figure 5: Meme Stock’s Market Cap, Economic Book Value & FCF: TTMMeme Stocks Market Cap, Economic Book Value, FCF(New Constructs, LLC)Sources: New Constructs, LLC and company filingsThis article originally published on April 14, 2022.Disclosure: David Trainer, Kyle Guske II, and Matt Shuler receive no compensation to write about any specific stock, sector, style, or theme.[1] Tesla’s ASP = (total automotive revenues – regulatory credits) / deliveries[2] General Motors’ ASP = Vehicle, parts and accessories / wholesale vehicle sales","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891592080,"gmtCreate":1628397139340,"gmtModify":1703505841882,"author":{"id":"3581847021927100","authorId":"3581847021927100","name":"GuSen","avatar":"https://static.tigerbbs.com/1b70044f21c62e929a7c4b5157b5a273","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581847021927100","authorIdStr":"3581847021927100"},"themes":[],"htmlText":"Slow &amp; steady wins the race for Tesla!","listText":"Slow &amp; steady wins the race for Tesla!","text":"Slow & steady wins the race for Tesla!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/891592080","repostId":"1159872041","repostType":4,"repost":{"id":"1159872041","kind":"news","pubTimestamp":1628385224,"share":"https://ttm.financial/m/news/1159872041?lang=&edition=fundamental","pubTime":"2021-08-08 09:13","market":"us","language":"en","title":"Tesla Stock: Headed to $1,200?","url":"https://stock-news.laohu8.com/highlight/detail?id=1159872041","media":"Motley Fool","summary":"Tesla deliveries more than doubled year over year in Q2.Rising demand for electric vehicles could benefit Tesla.Investors should exercise caution when it comes to analysts' price targets.It's been a wild year for Teslastock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the S&P 500's 18% gain this year.In February,Piper Sandler analys","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Tesla deliveries more than doubled year over year in Q2.</li>\n <li>Rising demand for electric vehicles could benefit Tesla.</li>\n <li>Investors should exercise caution when it comes to analysts' price targets.</li>\n</ul>\n<p>It's been a wild year for&nbsp;<b>Tesla</b>(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the&nbsp;<b>S&amp;P 500</b>'s 18% gain this year.</p>\n<p>But one analyst thinks the stock could take off.</p>\n<p><b>\"We still really like this stock.\"</b></p>\n<p>In February,<b>Piper Sandler</b>&nbsp;analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.</p>\n<p>Following Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.</p>\n<p>Further, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.</p>\n<p>On Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.</p>\n<p><b>So what gives?</b></p>\n<p>If shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.</p>\n<p>The issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.</p>\n<p>Investors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.</p>\n<p>While a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.</p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock: Headed to $1,200?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock: Headed to $1,200?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-08 09:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nTesla deliveries more than doubled year over year in Q2.\nRising demand for electric vehicles could benefit Tesla.\nInvestors should exercise caution when it comes to analysts' price targets...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/\">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.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159872041","content_text":"Key Points\n\nTesla deliveries more than doubled year over year in Q2.\nRising demand for electric vehicles could benefit Tesla.\nInvestors should exercise caution when it comes to analysts' price targets.\n\nIt's been a wild year for Tesla(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the S&P 500's 18% gain this year.\nBut one analyst thinks the stock could take off.\n\"We still really like this stock.\"\nIn February,Piper Sandler analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.\nFollowing Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.\nFurther, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.\nOn Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.\nSo what gives?\nIf shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.\nThe issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.\nInvestors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.\nWhile a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933243505,"gmtCreate":1662304789407,"gmtModify":1676537033672,"author":{"id":"3581847021927100","authorId":"3581847021927100","name":"GuSen","avatar":"https://static.tigerbbs.com/1b70044f21c62e929a7c4b5157b5a273","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581847021927100","authorIdStr":"3581847021927100"},"themes":[],"htmlText":"Buying opportunity abounds.","listText":"Buying opportunity abounds.","text":"Buying opportunity abounds.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9933243505","repostId":"2264541477","repostType":4,"repost":{"id":"2264541477","kind":"highlight","pubTimestamp":1662257511,"share":"https://ttm.financial/m/news/2264541477?lang=&edition=fundamental","pubTime":"2022-09-04 10:11","market":"us","language":"en","title":"1 Big Reason Why Nvidia's Second-Quarter Earnings Results Underwhelmed Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2264541477","media":"Motley Fool","summary":"Although this graphics processing unit manufacturer faces strong short-term headwinds, its long-term future remains bright.","content":"<html><head></head><body><p>Semiconductor company<b> Nvidia</b> has benefited significantly over the past five years from manufacturing products that enable virtually every major multiyear trend in the tech industry. Consequently, its outstanding revenue growth over the last several years at one point seemed unstoppable. However, its recently reported fiscal 2023 quarter ended in June proved to be a big disappointment for investors.</p><p>Here is one big reason why Nvidia&#39;s second-quarter earnings results underwhelmed investors.</p><h2>Gaming revenue growth ran into a wall</h2><p>Nvidia&#39;s second-quarter fiscal 2023 total revenues of $6.7 billion were down 19% sequentially and only up 3% year on year. This number was far below the $8.1 billion outlook management provided on the first-quarter fiscal 2023 earnings call. So what was the culprit for this growth slowdown?</p><p>You can point to gaming revenue, a significant part of the total revenue, being down 44% sequentially and 33% year over year. And while management expected a slowdown in gaming due to weak European demand related to the war in Ukraine, COVID-19 lockdowns in China, and the slowing U.S. economy, it did not expect the drop-off to be this drastic.</p><p>Although the company likes to dance around the topic, an unknown but significant amount of crypto sales are included in its gaming segment. The sales channels Nvidia uses for its gaming customers are the same channels that crypto miners use to buy its products. So management claims never to know the extent of crypto sales. Still, they seem to strongly suspect how much crypto demand there actually is; some people have previously accused the company of keeping hidden from investors. For instance, the Securities and Exchange Commission sued and recently settled charges against Nvidia in May 2022 for downplaying the impact of crypto mining on its results in 2018. </p><h2>A nasty cryptocurrency hangover</h2><p>Crypto miners find graphics processing units (GPUs) faster than central processing units, or CPUs, for calculating the math problems involved in mining -- the main reason for high crypto miner demand for Nvidia&#39;s gaming GPUs.</p><p>These GPU sales to crypto miners were a massive benefit for Nvidia in 2021. Every crypto mining farm worldwide bought up vast amounts of Nvidia&#39;s GPUs during the crypto industry&#39;s bull market run last year. Demand for its GPUs went so high that it exceeded Nvidia&#39;s ability to supply the market, creating a GPU shortage. Moreover, it became difficult for true gamers at one point to buy a new graphics card. The company significantly ramped up its GPU production to satisfy this &#34;gaming&#34; demand. The artificial boost to gaming from crypto mining demand made the company inebriated from rapid revenue growth.</p><p><img src=\"https://static.tigerbbs.com/272ff35265ad31a8019f82b563b3aabd\" referrerpolicy=\"no-referrer\"/></p><p>NVDA Revenue (TTM) data by YCharts.</p><p>Unfortunately for this GPU manufacturer, cryptocurrency markets appear negatively impacted by the Federal Reserve raising interest rates. With crypto miner GPU demand diving as the crypto industry experiences a bear market, Nvidia&#39;s projected 2022 GPU demand failed to materialize. As a result, good times have now turned into a hangover for the company.  </p><p>Nvidia is holding onto $1.32 billion of inventory that it wants to sell rapidly at a discount before releasing its next-generation &#34;Lovelace&#34; gaming GPUs. Sadly for current Nvidia investors, it could take some time for this headache to go away. If you invest in this stock, you should not expect a quick rebound in results.</p><h2>Gaming will eventually rebound</h2><p>Fortunately for investors, cryptocurrency is not part of Nvidia&#39;s long-term investing thesis. While crypto has been lucrative in the past, the crypto market has a history of being so volatile that this business presents the company with far more problems than benefits. Management has built measures into its GPUs to make them less effective for crypto mining. It seems that the company wants to minimize the impact of crypto on its business.</p><p>Management believes in the gaming business, excluding crypto, over the long term. Chief Financial Officer Colette Kress said on the second-quarter 2023 earnings call that although gaming is navigating significant short-term macroeconomic challenges, the company believes the long-term fundamentals of gaming remain strong. In addition to gaming, Nvidia has several other solid long-term growth drivers across areas, like the data center, automotive, and vision systems that enable the metaverse.</p><p>So, if you are a long-term investor looking for a solid growth stock and can wait out near-term headwinds to its performance, this could be an excellent time to pick up a few shares.</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>1 Big Reason Why Nvidia's Second-Quarter Earnings Results Underwhelmed Investors</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\">\n1 Big Reason Why Nvidia's Second-Quarter Earnings Results Underwhelmed Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-04 10:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/03/1-big-reason-why-nvidias-second-quarter-earnings-r/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Semiconductor company Nvidia has benefited significantly over the past five years from manufacturing products that enable virtually every major multiyear trend in the tech industry. Consequently, its ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/03/1-big-reason-why-nvidias-second-quarter-earnings-r/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2022/09/03/1-big-reason-why-nvidias-second-quarter-earnings-r/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2264541477","content_text":"Semiconductor company Nvidia has benefited significantly over the past five years from manufacturing products that enable virtually every major multiyear trend in the tech industry. Consequently, its outstanding revenue growth over the last several years at one point seemed unstoppable. However, its recently reported fiscal 2023 quarter ended in June proved to be a big disappointment for investors.Here is one big reason why Nvidia's second-quarter earnings results underwhelmed investors.Gaming revenue growth ran into a wallNvidia's second-quarter fiscal 2023 total revenues of $6.7 billion were down 19% sequentially and only up 3% year on year. This number was far below the $8.1 billion outlook management provided on the first-quarter fiscal 2023 earnings call. So what was the culprit for this growth slowdown?You can point to gaming revenue, a significant part of the total revenue, being down 44% sequentially and 33% year over year. And while management expected a slowdown in gaming due to weak European demand related to the war in Ukraine, COVID-19 lockdowns in China, and the slowing U.S. economy, it did not expect the drop-off to be this drastic.Although the company likes to dance around the topic, an unknown but significant amount of crypto sales are included in its gaming segment. The sales channels Nvidia uses for its gaming customers are the same channels that crypto miners use to buy its products. So management claims never to know the extent of crypto sales. Still, they seem to strongly suspect how much crypto demand there actually is; some people have previously accused the company of keeping hidden from investors. For instance, the Securities and Exchange Commission sued and recently settled charges against Nvidia in May 2022 for downplaying the impact of crypto mining on its results in 2018. A nasty cryptocurrency hangoverCrypto miners find graphics processing units (GPUs) faster than central processing units, or CPUs, for calculating the math problems involved in mining -- the main reason for high crypto miner demand for Nvidia's gaming GPUs.These GPU sales to crypto miners were a massive benefit for Nvidia in 2021. Every crypto mining farm worldwide bought up vast amounts of Nvidia's GPUs during the crypto industry's bull market run last year. Demand for its GPUs went so high that it exceeded Nvidia's ability to supply the market, creating a GPU shortage. Moreover, it became difficult for true gamers at one point to buy a new graphics card. The company significantly ramped up its GPU production to satisfy this \"gaming\" demand. The artificial boost to gaming from crypto mining demand made the company inebriated from rapid revenue growth.NVDA Revenue (TTM) data by YCharts.Unfortunately for this GPU manufacturer, cryptocurrency markets appear negatively impacted by the Federal Reserve raising interest rates. With crypto miner GPU demand diving as the crypto industry experiences a bear market, Nvidia's projected 2022 GPU demand failed to materialize. As a result, good times have now turned into a hangover for the company.  Nvidia is holding onto $1.32 billion of inventory that it wants to sell rapidly at a discount before releasing its next-generation \"Lovelace\" gaming GPUs. Sadly for current Nvidia investors, it could take some time for this headache to go away. If you invest in this stock, you should not expect a quick rebound in results.Gaming will eventually reboundFortunately for investors, cryptocurrency is not part of Nvidia's long-term investing thesis. While crypto has been lucrative in the past, the crypto market has a history of being so volatile that this business presents the company with far more problems than benefits. Management has built measures into its GPUs to make them less effective for crypto mining. It seems that the company wants to minimize the impact of crypto on its business.Management believes in the gaming business, excluding crypto, over the long term. Chief Financial Officer Colette Kress said on the second-quarter 2023 earnings call that although gaming is navigating significant short-term macroeconomic challenges, the company believes the long-term fundamentals of gaming remain strong. In addition to gaming, Nvidia has several other solid long-term growth drivers across areas, like the data center, automotive, and vision systems that enable the metaverse.So, if you are a long-term investor looking for a solid growth stock and can wait out near-term headwinds to its performance, this could be an excellent time to pick up a few shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905200724,"gmtCreate":1659886429369,"gmtModify":1703767353865,"author":{"id":"3581847021927100","authorId":"3581847021927100","name":"GuSen","avatar":"https://static.tigerbbs.com/1b70044f21c62e929a7c4b5157b5a273","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581847021927100","authorIdStr":"3581847021927100"},"themes":[],"htmlText":"My Apple dun dangle dangle, IT GROWS!","listText":"My Apple dun dangle dangle, IT GROWS!","text":"My Apple dun dangle dangle, IT GROWS!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905200724","repostId":"2257173007","repostType":4,"repost":{"id":"2257173007","kind":"highlight","pubTimestamp":1659844923,"share":"https://ttm.financial/m/news/2257173007?lang=&edition=fundamental","pubTime":"2022-08-07 12:02","market":"us","language":"en","title":"Apple: Is Advertising the Next Big Revenue Generator? Analyst Weighs In","url":"https://stock-news.laohu8.com/highlight/detail?id=2257173007","media":"TipRanks","summary":"The Apple (AAPL) empire might be spearheaded by its flagship product, the iPhone, but along with ple","content":"<div>\n<p>The Apple (AAPL) empire might be spearheaded by its flagship product, the iPhone, but along with plenty of other hardware offerings, its Services segment has been growing at a fast pace. There’s also ...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-advertising-next-big-revenue-171806739.html\">Web Link</a>\n\n</div>\n","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Is Advertising the Next Big Revenue Generator? Analyst Weighs In</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Is Advertising the Next Big Revenue Generator? Analyst Weighs In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-07 12:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/apple-advertising-next-big-revenue-171806739.html><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Apple (AAPL) empire might be spearheaded by its flagship product, the iPhone, but along with plenty of other hardware offerings, its Services segment has been growing at a fast pace. There’s also ...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-advertising-next-big-revenue-171806739.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://finance.yahoo.com/news/apple-advertising-next-big-revenue-171806739.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2257173007","content_text":"The Apple (AAPL) empire might be spearheaded by its flagship product, the iPhone, but along with plenty of other hardware offerings, its Services segment has been growing at a fast pace. There’s also talk of a “game changing” AV/VR headset and even of an Apple Car at some point.But Needham analyst Laura Martin thinks there’s also the prospect of another big revenue stream.“We believe AAPL is in the early stages of building a new mobile advertising platform,” says Martin, who thinks ad revenue could be a “material upside value driver” for the tech giant for several reasons.For one, there’s the offensive element. Apple being the largest company in the world, to keep on growing it must focus on big global TAMs (total addressable markets). As eMarketer expects the global digital advertising market to reach $600 billion this year, it certainly qualifies as one.There’s also a defensive element, as explained by Martin: “Creating a privacy-first ad platform would solve a problem for AAPL's ad-driven apps which have seen their ad revs fall after iOS replaced IDFA with ATT in 3Q21.”It also amounts to a clever tactical move. Apple operates as a “Walled Garden” and its user data is “best-in-class.” All the while, it is also reducing the tracking and transparency data accessible to other companies. This gives the company’s “pricing power” a boost.Martin is not just speculating on the matter. There’s evidence of Apple's advertising ambitions, as the company's recent job postings imply a new AdTech platform is being built. Since the early months of the year, there has been a notable increase in the company’s recruiting activity for its Ad Platform unit. Just recently, Apple put up a job opening for \"a senior manager for its DSP in its ads platforms business who will drive the design of the most privacy-forward, sophisticated demand side platform possible.\" Moreover, Apple made its presence felt during June’s Cannes Lions advertising festival. This suggests to Martin, the company is trying to “drive awareness among marketers that it is in the advertising business.”So, down to the nitty-gritty, what does it all mean for investors? Martin reiterated a Buy rating on Apple shares, backed by a $170 price target, suggesting shares are fairly valued right now.The Street’s average target is a touch higher; at $180.11, the figure leaves room for a 9% upside from current levels. All told, based on 22 Buys, 6 Holds and 1 Sell, the stock claims a Moderate Buy consensus rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023364667,"gmtCreate":1652869681559,"gmtModify":1676535177922,"author":{"id":"3581847021927100","authorId":"3581847021927100","name":"GuSen","avatar":"https://static.tigerbbs.com/1b70044f21c62e929a7c4b5157b5a273","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581847021927100","authorIdStr":"3581847021927100"},"themes":[],"htmlText":"🤔🤔🤔Let me tweet about it!","listText":"🤔🤔🤔Let me tweet about it!","text":"🤔🤔🤔Let me tweet about it!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023364667","repostId":"1142044909","repostType":4,"repost":{"id":"1142044909","kind":"news","pubTimestamp":1652887633,"share":"https://ttm.financial/m/news/1142044909?lang=&edition=fundamental","pubTime":"2022-05-18 23:27","market":"us","language":"en","title":"The Twitter-Tesla Downturn Is Merely The Start","url":"https://stock-news.laohu8.com/highlight/detail?id=1142044909","media":"Seeking Alpha","summary":"SummaryTesla's stock has suffered as a result of Elon Musk's planned Twitter acquisition and the potential for stock stales.Tesla has also been caught up with the overall tech stock sell-off, there's ","content":"<html><head></head><body><p>Summary</p><ul><li>Tesla&#39;s stock has suffered as a result of Elon Musk&#39;s planned Twitter acquisition and the potential for stock stales.</li><li>Tesla has also been caught up with the overall tech stock sell-off, there&#39;s a cost to be viewed as a tech company.</li><li>Tesla has the risk of being popular among popular tech workers, which have suffered more heavily than other market workers.</li><li>We see Tesla as grossly overvalued and more likely to underperform from the market downturn.</li></ul><p>Tesla&#39;s (NASDAQ:TSLA) stock has suffered recently with the company&#39;s market cap dropping to less than $900 billion, after pressure from Elon Musk&#39;s Twitter (TWTR)investment and potential stock sales. Investors might be fooled into thinking that this short-term downturn from stock sales represents an investment opportunity, however, as we&#39;ll see, Tesla still remains significantly overvalued.</p><p>Tesla Volume Ramp</p><p>Tesla&#39;s ability to continue succeeding is based on ramping volume and succeeding with new models.</p><p><img src=\"https://static.tigerbbs.com/2f7055187c8a6996ce847e2854565136\" tg-width=\"640\" tg-height=\"286\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Volume Ramp - Tesla Investor Presentation</p><p>The company has been ramping up volume although its Shanghai factory has suffered from COVID-19 volatility. However, it&#39;s worth noting that the company&#39;s factories and focused capacity for the Model S/X/3 are effectively done. The company could ramp up the Model Y or other future projects, however, it shows the company sees demand for other vehicles as peaked.</p><p>An example of this can be seen on Tesla&#39;s website. The cheapest Model 3 has an estimated delivery date of Aug-Nov 2022. The top end has a Jun-Aug 2022 delivery date. The top end Model Y is Jul-Sep 2022. The company&#39;s backlog has decreased substantially from its prior backlogs, and especially with the potential for a weaker market, we see that weakness continuing.</p><p>With competition increasing significantly, we view Tesla&#39;s volume ramp as slowing down. It&#39;s telling that the company doesn&#39;t have any new factories planned for its Model 3/S/X.</p><p>Tesla Energy Storage/Alternatives</p><p>Tesla has numerous alternative businesses including energy storage and other alternative businesses.</p><p><img src=\"https://static.tigerbbs.com/c143000d4559bfef8336756f8721db1d\" tg-width=\"640\" tg-height=\"307\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Alternative Businesses - Tesla Investor Presentation</p><p>The company&#39;s energy storage business is the bright spot in its alternatives business. The company has seen deployments increase 90% YoY. However, the company does have some risks to the business here. First, energy storage is a worse use of capital from a profit perspective versus building cars. Tesla itself has admitted that before.</p><p>That means that as long as there&#39;s volume demand for the company&#39;s cars, the company&#39;s energy storage will take a back seat. Second is the company&#39;s solar business. We&#39;ve discussed this before, but this business is negligible. It&#39;s decreasing in size, has a single-digit market share and no competitive advantage.</p><p>Tesla Insurance</p><p>Another development for Tesla is the company&#39;s announcement that it&#39;s launching an insurance business.</p><p><img src=\"https://static.tigerbbs.com/50de3780f98ffea0bd1f72d3395fe103\" tg-width=\"900\" tg-height=\"684\" referrerpolicy=\"no-referrer\"/></p><p>Insurance Underwriting Results - PMR Law</p><p>Insurance isn&#39;t a high profit margin business. It relies on the generation of the float and the potential investments of the float to generate returns. A substantial insurance business can take advantage of a continuous float to invest and generate long-term returns without a significant negative impact to that float.</p><p>The takeaway here is that insurance companies operate off of scale. Travelers is the 10th largest insurance company in the world, insures more than 2 million vehicles. Even with 100% of U.S. Tesla owners getting insurance through Tesla, the company won&#39;t reach that number. More so, even if it did, the insurance business would only be valued at a few billion $ based on peers.</p><p>Warren Buffett whose Berkshire Hathaway owns GEICOrecently commented they don&#39;t expect Tesla to outperform here, given their data is mostly the same as the current insurers. Here, we believe the opposite is true. Not only will Tesla not outperform but the company could lose money or, in the event of a mistake, hurt a brand. We see three unique downsides for the company.</p><p>(1) Multi-line discount. Most major insurers offer to bundle home insurance with multiple cars, home insurance, umbrella insurance, etc. Tesla can&#39;t offer those discounts to customers meaning that offering competitively priced insurance will be more difficult.</p><p>(2) Reputation. It&#39;s no secret that Americans hate their insurance providers. Unfortunately, the premise of maximizing profits for the insurer is different from maximizing profits for the insuree. And oftentimes those competing interests come to clash at a tough time. Tesla will need to outperform its customers because of the reputational risk.</p><p>Someone who has a bad experience with Tesla insurance might leave Tesla overall. No one buys a different car because they dislike Progressive.</p><p>(3) Start Up Cost. Insurance is a crowded market without a high barrier to entry. However, Tesla will be spending substantial money to startup and join the industry. The company will be spending cost with no guarantee of returns, which is a risk for the company&#39;s future shareholder returns.</p><p>Tesla and Tech, A Unique Downside</p><p>We want to take the opportunity to highlight what we see as a unique risk for Tesla. The company is a massively popular car among tech industry employees. The carmaker has a &gt;10% market share in California versus a 2% market share in the United States. It&#39;s well known in the hub of the technology industry how popular the company&#39;s cars are.</p><p>However, we see this as a unique potential downside for Tesla. The company&#39;s cheapest cars clock in at 2x the cheapest car from the traditional low-cost manufacturers (Honda and Toyota) as the company has struggled to meet expectations. Even versus luxury manufacturers such as BMW and Mercedes, the company&#39;s cheapest car is more expensive.</p><p>More so, the tech industry has suffered. After leading the bull market for the last 5 years, the market is now down roughly 25%. Given Tesla&#39;s unique positioning to tech industry employees, we expect the downturn will hurt the demand for the company&#39;s products, especially higher end products.</p><p>Tesla Isn&#39;t Recession Proof</p><p>Tesla has reasonably strong cash and cash equivalents at roughly $18 billion. However, the car industry is incredibly capitally intensive, and losses ramp up significantly during a market downturn.</p><p>Through the 2008 recession, U.S.carmakers lost $10s of billions. Capitol obligations can be difficult to avoid in the industry with factories needing to be kept running because the cost of shutting them off is even more expensive. However, that doesn&#39;t mean that they&#39;re making a profit. Tesla hasn&#39;t actually had to face a market downturn yet.</p><p>We expect there are two factors here that will again make Tesla less likely to survive a recession.</p><p>(1) People cut spending during a recession. Tesla is effectively a luxury brand at its pricing. In 2008, Toyota outperformed. During an upcoming recession, we expect Tesla to similarly underperform in line with luxury brands. They also might be less willing to try the uncertainty of an electric vehicle.</p><p>(2) Capital growth. Tesla is focused on growing substantially, and as we saw above, has numerous factories that it&#39;s planning to build. Those capital obligations without production could cause the company to have higher losses than companies only maintaining existing factories. That risk is worth paying close attention to.</p><p><b>Thesis Risk</b></p><p>The largest risk to our thesis is that Tesla is a unique company that has a proven ability to outperform. The company, in many ways, defined electric vehicles as a segment, especially luxury vehicles, and the company&#39;s competitors have struggled to compete. There&#39;s no guarantee that the company can&#39;t continue increasing market share and returns.</p><p>Conclusion</p><p>Tesla is now 40% below its 52-week highs. The company&#39;s weakness was exacerbated by Elon Musk&#39;s ownership and his pledging of the company&#39;s stock against his Twitter acquisition. That sell-off accelerated as a result of the general technology sell-off in the markets. Despite this underperformance, we see that as just the start.</p><p>The company is showing peak demand with no additional factories planned for the Model S/X/3. Most vehicle purchases can see delivery with is shorter delays than other manufacturers&#39; vehicles such as Toyota&#39;s RAV4. We also view the company&#39;s position in the tech markets as a unique risk to its business model. As a result, we continue to recommend against investing in Tesla.</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 Twitter-Tesla Downturn Is Merely The Start</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 Twitter-Tesla Downturn Is Merely The Start\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-18 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4512479-twitter-tesla-downturn-is-merely-start><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla's stock has suffered as a result of Elon Musk's planned Twitter acquisition and the potential for stock stales.Tesla has also been caught up with the overall tech stock sell-off, there's ...</p>\n\n<a href=\"https://seekingalpha.com/article/4512479-twitter-tesla-downturn-is-merely-start\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4512479-twitter-tesla-downturn-is-merely-start","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142044909","content_text":"SummaryTesla's stock has suffered as a result of Elon Musk's planned Twitter acquisition and the potential for stock stales.Tesla has also been caught up with the overall tech stock sell-off, there's a cost to be viewed as a tech company.Tesla has the risk of being popular among popular tech workers, which have suffered more heavily than other market workers.We see Tesla as grossly overvalued and more likely to underperform from the market downturn.Tesla's (NASDAQ:TSLA) stock has suffered recently with the company's market cap dropping to less than $900 billion, after pressure from Elon Musk's Twitter (TWTR)investment and potential stock sales. Investors might be fooled into thinking that this short-term downturn from stock sales represents an investment opportunity, however, as we'll see, Tesla still remains significantly overvalued.Tesla Volume RampTesla's ability to continue succeeding is based on ramping volume and succeeding with new models.Tesla Volume Ramp - Tesla Investor PresentationThe company has been ramping up volume although its Shanghai factory has suffered from COVID-19 volatility. However, it's worth noting that the company's factories and focused capacity for the Model S/X/3 are effectively done. The company could ramp up the Model Y or other future projects, however, it shows the company sees demand for other vehicles as peaked.An example of this can be seen on Tesla's website. The cheapest Model 3 has an estimated delivery date of Aug-Nov 2022. The top end has a Jun-Aug 2022 delivery date. The top end Model Y is Jul-Sep 2022. The company's backlog has decreased substantially from its prior backlogs, and especially with the potential for a weaker market, we see that weakness continuing.With competition increasing significantly, we view Tesla's volume ramp as slowing down. It's telling that the company doesn't have any new factories planned for its Model 3/S/X.Tesla Energy Storage/AlternativesTesla has numerous alternative businesses including energy storage and other alternative businesses.Tesla Alternative Businesses - Tesla Investor PresentationThe company's energy storage business is the bright spot in its alternatives business. The company has seen deployments increase 90% YoY. However, the company does have some risks to the business here. First, energy storage is a worse use of capital from a profit perspective versus building cars. Tesla itself has admitted that before.That means that as long as there's volume demand for the company's cars, the company's energy storage will take a back seat. Second is the company's solar business. We've discussed this before, but this business is negligible. It's decreasing in size, has a single-digit market share and no competitive advantage.Tesla InsuranceAnother development for Tesla is the company's announcement that it's launching an insurance business.Insurance Underwriting Results - PMR LawInsurance isn't a high profit margin business. It relies on the generation of the float and the potential investments of the float to generate returns. A substantial insurance business can take advantage of a continuous float to invest and generate long-term returns without a significant negative impact to that float.The takeaway here is that insurance companies operate off of scale. Travelers is the 10th largest insurance company in the world, insures more than 2 million vehicles. Even with 100% of U.S. Tesla owners getting insurance through Tesla, the company won't reach that number. More so, even if it did, the insurance business would only be valued at a few billion $ based on peers.Warren Buffett whose Berkshire Hathaway owns GEICOrecently commented they don't expect Tesla to outperform here, given their data is mostly the same as the current insurers. Here, we believe the opposite is true. Not only will Tesla not outperform but the company could lose money or, in the event of a mistake, hurt a brand. We see three unique downsides for the company.(1) Multi-line discount. Most major insurers offer to bundle home insurance with multiple cars, home insurance, umbrella insurance, etc. Tesla can't offer those discounts to customers meaning that offering competitively priced insurance will be more difficult.(2) Reputation. It's no secret that Americans hate their insurance providers. Unfortunately, the premise of maximizing profits for the insurer is different from maximizing profits for the insuree. And oftentimes those competing interests come to clash at a tough time. Tesla will need to outperform its customers because of the reputational risk.Someone who has a bad experience with Tesla insurance might leave Tesla overall. No one buys a different car because they dislike Progressive.(3) Start Up Cost. Insurance is a crowded market without a high barrier to entry. However, Tesla will be spending substantial money to startup and join the industry. The company will be spending cost with no guarantee of returns, which is a risk for the company's future shareholder returns.Tesla and Tech, A Unique DownsideWe want to take the opportunity to highlight what we see as a unique risk for Tesla. The company is a massively popular car among tech industry employees. The carmaker has a >10% market share in California versus a 2% market share in the United States. It's well known in the hub of the technology industry how popular the company's cars are.However, we see this as a unique potential downside for Tesla. The company's cheapest cars clock in at 2x the cheapest car from the traditional low-cost manufacturers (Honda and Toyota) as the company has struggled to meet expectations. Even versus luxury manufacturers such as BMW and Mercedes, the company's cheapest car is more expensive.More so, the tech industry has suffered. After leading the bull market for the last 5 years, the market is now down roughly 25%. Given Tesla's unique positioning to tech industry employees, we expect the downturn will hurt the demand for the company's products, especially higher end products.Tesla Isn't Recession ProofTesla has reasonably strong cash and cash equivalents at roughly $18 billion. However, the car industry is incredibly capitally intensive, and losses ramp up significantly during a market downturn.Through the 2008 recession, U.S.carmakers lost $10s of billions. Capitol obligations can be difficult to avoid in the industry with factories needing to be kept running because the cost of shutting them off is even more expensive. However, that doesn't mean that they're making a profit. Tesla hasn't actually had to face a market downturn yet.We expect there are two factors here that will again make Tesla less likely to survive a recession.(1) People cut spending during a recession. Tesla is effectively a luxury brand at its pricing. In 2008, Toyota outperformed. During an upcoming recession, we expect Tesla to similarly underperform in line with luxury brands. They also might be less willing to try the uncertainty of an electric vehicle.(2) Capital growth. Tesla is focused on growing substantially, and as we saw above, has numerous factories that it's planning to build. Those capital obligations without production could cause the company to have higher losses than companies only maintaining existing factories. That risk is worth paying close attention to.Thesis RiskThe largest risk to our thesis is that Tesla is a unique company that has a proven ability to outperform. The company, in many ways, defined electric vehicles as a segment, especially luxury vehicles, and the company's competitors have struggled to compete. There's no guarantee that the company can't continue increasing market share and returns.ConclusionTesla is now 40% below its 52-week highs. The company's weakness was exacerbated by Elon Musk's ownership and his pledging of the company's stock against his Twitter acquisition. That sell-off accelerated as a result of the general technology sell-off in the markets. Despite this underperformance, we see that as just the start.The company is showing peak demand with no additional factories planned for the Model S/X/3. Most vehicle purchases can see delivery with is shorter delays than other manufacturers' vehicles such as Toyota's RAV4. We also view the company's position in the tech markets as a unique risk to its business model. As a result, we continue to recommend against investing in Tesla.","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035257601,"gmtCreate":1647616178259,"gmtModify":1676534251349,"author":{"id":"3581847021927100","authorId":"3581847021927100","name":"GuSen","avatar":"https://static.tigerbbs.com/1b70044f21c62e929a7c4b5157b5a273","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581847021927100","authorIdStr":"3581847021927100"},"themes":[],"htmlText":"All rounder play","listText":"All rounder play","text":"All rounder play","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035257601","repostId":"1170272605","repostType":4,"repost":{"id":"1170272605","kind":"news","pubTimestamp":1647614552,"share":"https://ttm.financial/m/news/1170272605?lang=&edition=fundamental","pubTime":"2022-03-18 22:42","market":"us","language":"en","title":"Nvidia Stock Needs a Catalyst. It Could Get One Next Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1170272605","media":"Barrons","summary":"Like much of the rest of the stock market, to say nothing of the beaten-down tech sector, Nvidia has","content":"<html><head></head><body><p>Like much of the rest of the stock market, to say nothing of the beaten-down tech sector, Nvidia has had a tough start to 2022. Even as the stock moves higher on Friday, next week offers potential catalysts for a bigger turnaround.</p><p>Chipmaker Nvidia (ticker: NVDA) will host its flagship technical conference called GTC next Monday to Thursday, with the keynote from CEO Jensen Huang coinciding with the company’s investor day on Tuesday.</p><p>For a company that has seen its share price fall 13% this year — though the stock remains up more than 100% over the past 12 months, having roared to an all-time high in November 2021 — the events are a big deal.</p><p>In focus will be a wave of new products, because the company tends to not provide target financial models, said Citi analysts Atif Malik and Amanda Scarnati in a note on Friday.</p><p>This has been the case in the past.</p><p>The team at Citi highlighted how last year Nvidia surprised investors with the announcement of the powerful new Grace computer processing unit (CPU), as well as raising the prospect of monetizing artificial intelligence software. Updates on sales to the critical gaming industry and $8 billion in the contract pipeline from the auto industry were another added bonus.</p><p>A lot has happened to the company since then.</p><p>A computer chip powerhouse, Nvidia has been a beneficiary of a spending boom in cloud computing and artificial intelligence infrastructure. The group has also been boosted by its move to dominate in the metaverse, which describes emerging platforms and technologies for virtual worlds. But Nvidia also has had to ditch its acquisition of chip design Arm from SoftBank, which includes a hefty breakup fee.</p><p>Malik and Scarnati expect four key developments to come out of next week. Any one of them could be pounced on by investors.</p><p>The first is the announcement of new, 5-nanometer processing units for use in data centers, with 5nm units for use in gaming likely in September, as well as updates on the powerful Grace CPU.</p><p>The second is news on the metaverse front, with new opportunities expected for Nvidia’s Omniverse, its 3D virtual world simulation and collaboration platform that has widespread industrial applications.</p><p>The third is an update on the sales pipeline linked to the growing Chinese electric-vehicle industry. Last year, automaker NIO (NIO) partnered with Nvidia to use its chips in the development of autonomous driving solutions.</p><p>The fourth is focused on investors: share buybacks. “Investors expect some buybacks post the failed Arm deal,” the team at Citi said.</p><p>Malik and Scarnati rate Nvidia at Buy with a target price on the stock of $350. With the shares closing at $247.66 on Thursday, that implies an upside of more than 40%.</p><p>Analysts are mostly bullish on Nvidia; brokers surveyed by FactSet overwhelmingly rate the stock at Overweight, with an average target price of $340.</p><p>Nvidia stock rose almost 6% Friday, while the Nasdaq Composite has gained 0.9%, the S&amp;P 500 has ticked up 0.2%, and the Dow Jones Industrial Average has fallen 0.1%.</p></body></html>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Needs a Catalyst. It Could Get One Next Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Needs a Catalyst. It Could Get One Next Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-18 22:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/nvidia-nvda-stock-gtc-conference-metaverse-51647605529?mod=newsviewer_click><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Like much of the rest of the stock market, to say nothing of the beaten-down tech sector, Nvidia has had a tough start to 2022. Even as the stock moves higher on Friday, next week offers potential ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/nvidia-nvda-stock-gtc-conference-metaverse-51647605529?mod=newsviewer_click\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.marketwatch.com/articles/nvidia-nvda-stock-gtc-conference-metaverse-51647605529?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1170272605","content_text":"Like much of the rest of the stock market, to say nothing of the beaten-down tech sector, Nvidia has had a tough start to 2022. Even as the stock moves higher on Friday, next week offers potential catalysts for a bigger turnaround.Chipmaker Nvidia (ticker: NVDA) will host its flagship technical conference called GTC next Monday to Thursday, with the keynote from CEO Jensen Huang coinciding with the company’s investor day on Tuesday.For a company that has seen its share price fall 13% this year — though the stock remains up more than 100% over the past 12 months, having roared to an all-time high in November 2021 — the events are a big deal.In focus will be a wave of new products, because the company tends to not provide target financial models, said Citi analysts Atif Malik and Amanda Scarnati in a note on Friday.This has been the case in the past.The team at Citi highlighted how last year Nvidia surprised investors with the announcement of the powerful new Grace computer processing unit (CPU), as well as raising the prospect of monetizing artificial intelligence software. Updates on sales to the critical gaming industry and $8 billion in the contract pipeline from the auto industry were another added bonus.A lot has happened to the company since then.A computer chip powerhouse, Nvidia has been a beneficiary of a spending boom in cloud computing and artificial intelligence infrastructure. The group has also been boosted by its move to dominate in the metaverse, which describes emerging platforms and technologies for virtual worlds. But Nvidia also has had to ditch its acquisition of chip design Arm from SoftBank, which includes a hefty breakup fee.Malik and Scarnati expect four key developments to come out of next week. Any one of them could be pounced on by investors.The first is the announcement of new, 5-nanometer processing units for use in data centers, with 5nm units for use in gaming likely in September, as well as updates on the powerful Grace CPU.The second is news on the metaverse front, with new opportunities expected for Nvidia’s Omniverse, its 3D virtual world simulation and collaboration platform that has widespread industrial applications.The third is an update on the sales pipeline linked to the growing Chinese electric-vehicle industry. Last year, automaker NIO (NIO) partnered with Nvidia to use its chips in the development of autonomous driving solutions.The fourth is focused on investors: share buybacks. “Investors expect some buybacks post the failed Arm deal,” the team at Citi said.Malik and Scarnati rate Nvidia at Buy with a target price on the stock of $350. With the shares closing at $247.66 on Thursday, that implies an upside of more than 40%.Analysts are mostly bullish on Nvidia; brokers surveyed by FactSet overwhelmingly rate the stock at Overweight, with an average target price of $340.Nvidia stock rose almost 6% Friday, while the Nasdaq Composite has gained 0.9%, the S&P 500 has ticked up 0.2%, and the Dow Jones Industrial Average has fallen 0.1%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036096251,"gmtCreate":1646929981290,"gmtModify":1676534178810,"author":{"id":"3581847021927100","authorId":"3581847021927100","name":"GuSen","avatar":"https://static.tigerbbs.com/1b70044f21c62e929a7c4b5157b5a273","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581847021927100","authorIdStr":"3581847021927100"},"themes":[],"htmlText":"Nio means future in ChineseBuy the future, invest in fundamentalsOnly if you believe in it","listText":"Nio means future in ChineseBuy the future, invest in fundamentalsOnly if you believe in it","text":"Nio means future in ChineseBuy the future, invest in fundamentalsOnly if you believe in it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036096251","repostId":"1139660818","repostType":4,"repost":{"id":"1139660818","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1646924794,"share":"https://ttm.financial/m/news/1139660818?lang=&edition=fundamental","pubTime":"2022-03-10 23:06","market":"us","language":"en","title":"EV Stocks Tumbled in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1139660818","media":"Tiger Newspress","summary":"EV stocks tumbled in morning trading. Tesla, Rivian, Nio, Li Auto, XPeng, Faraday, Canoo, Arrival an","content":"<html><head></head><body><p>EV stocks tumbled in morning trading. Tesla, Rivian, Nio, Li Auto, XPeng, Faraday, Canoo, Arrival and Fisker fell between 1% and 11%.<img src=\"https://static.tigerbbs.com/14d7c3305f2ea3180388019c3adac97e\" tg-width=\"496\" tg-height=\"575\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/a3c71742dd4e29d8adac6ae51845b7a6\" tg-width=\"499\" tg-height=\"187\" width=\"100%\" height=\"auto\"/></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>EV Stocks Tumbled in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks Tumbled in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-10 23:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks tumbled in morning trading. Tesla, Rivian, Nio, Li Auto, XPeng, Faraday, Canoo, Arrival and Fisker fell between 1% and 11%.<img src=\"https://static.tigerbbs.com/14d7c3305f2ea3180388019c3adac97e\" tg-width=\"496\" tg-height=\"575\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/a3c71742dd4e29d8adac6ae51845b7a6\" tg-width=\"499\" tg-height=\"187\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","NIO":"蔚来","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139660818","content_text":"EV stocks tumbled in morning trading. Tesla, Rivian, Nio, Li Auto, XPeng, Faraday, Canoo, Arrival and Fisker fell between 1% and 11%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093167960,"gmtCreate":1643559224092,"gmtModify":1676533831250,"author":{"id":"3581847021927100","authorId":"3581847021927100","name":"GuSen","avatar":"https://static.tigerbbs.com/1b70044f21c62e929a7c4b5157b5a273","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581847021927100","authorIdStr":"3581847021927100"},"themes":[],"htmlText":"The tech reversal will be imminent!","listText":"The tech reversal will be imminent!","text":"The tech reversal will be imminent!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093167960","repostId":"2207801217","repostType":4,"repost":{"id":"2207801217","kind":"news","pubTimestamp":1643515294,"share":"https://ttm.financial/m/news/2207801217?lang=&edition=fundamental","pubTime":"2022-01-30 12:01","market":"us","language":"en","title":"Apple, Microsoft and Intel Earnings Give a Look at Big Tech's Business Health","url":"https://stock-news.laohu8.com/highlight/detail?id=2207801217","media":"seekingalpha","summary":"The tech earnings season kicked into gear in full force this week, with a slate of bellwethers givin","content":"<html><head></head><body><p>The tech earnings season kicked into gear in full force this week, with a slate of bellwethers giving a look into the state of their businesses during the final three months of 2021. And there was pretty much something for everyone.</p><p>We might as well start with the biggest of the big, <a href=\"https://laohu8.com/S/AAPL\">Apple </a>. The world&#39;s most-valuable company said that even with supply chain issues impacting its operations, it still reported a staggering $124 billion in revenue for its fiscal first quarter. Every area of Apple&#39;s (AAPL) business, save for the iPad, saw sales that grew over the same period a year ago.</p><p>And, it was the iPad that Apple (AAPL) Chief Executive Tim Cook said was seeing the biggest effect of supply chain shortages coming from the semiconductor industry. Unlike in October, when Apple (AAPL) said its business quarter took a $6 billion hit due to supply chain issues, Cook and Chief Financial Officer Luca Maestri only said their first quarter saw a bigger impact from the ongoing supply constraints and didn&#39;t give any exact dollar amount.</p><p>Still, Apple (AAPL) said that for its current, fiscal second-quarter, it sees the supply issues improving, and that revenue should grow on a year-over-year basis.</p><p>Apple (AAPL) also made some headlines as the company was granted a restraining order against a woman with a history of harassing CEO Tim Cook, and claiming that he was her husband and the father of her two children.</p><p>Along with Apple (AAPL), Microsoft (NASDAQ:MSFT), the world&#39;s second-most valuable company, reported strong quarterly results that were led by the performance of its cloud business. Investors and Wall Street analysts threw their weight behind <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a>, with Tyler Radke, of Citi, saying that the company is &#34;living up to the legend.&#34;</p><p>Intel (NASDAQ:INTC) turned in upbeat fourth-quarter results, but felt some blowback from a first-quarter outlook that, while better than what analysts had forecast, suggested sales and earnings that will decline from the same period a year ago. And CEO Pat Gelsinger also said that supply constraints are likely to last through this year and into 2023.</p><p>AT&amp;T (NYSE:T) showed signs that business is improving, due in part to gains in wireless phone subscribers and its HBO business. However, the company didn&#39;t feel the love from investors after CEO John Stankey said he is favoring a spinoff to complete <a href=\"https://laohu8.com/S/T\">AT&amp;T&#39;s </a> plans to combine WarnerMedia with Discovery (NASDAQ:DISCA).</p><p>One of the biggest potential tech sector acquisitions of late may be about to go the way of the Dodo. Nvidia (NASDAQ:NVDA) is reportedly on the brink of abandoning its efforts to acquire chip-technology company Arm Holdings for <a href=\"https://laohu8.com/S/TTWO\">40 billion, but analysts say that dropping the deal could actually be beneficial to Nvidia (NVDA).</p><p>Netflix (NASDAQ:NFLX) started week out by losing even more ground following a disappointing subscriber report it gave more than a week ago. However, by midweek, the company had managed to regain some of its shine after Pershing Square&#39;s Bill Ackman said his firm had just acquired 3.1 million Netflix (NFLX) shares, to make it a top-20 stakeholder in the streaming TV leader.</p><p>The videogame industry, already active following Take-Two&#39;s </a> deal to acquire <a href=\"https://laohu8.com/S/ZNGA\">Zynga</a>, and Microsoft&#39;s (MSFT) plan to acquire <a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard </a> for almost $69 billion, heard from <a href=\"https://laohu8.com/S/EA\">Electronic Arts </a> as the videogame giant said it has begun working on three new <i>Star Wars</i> games.</p><p>And <a href=\"https://laohu8.com/S/HPE\">Hewlett Packard Enterprise </a> claimed a victory in the courtroom as a British judge ruled in favor of the company in a fraud trial against former Automony CEO Mike Lynch.</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>Apple, Microsoft and Intel Earnings Give a Look at Big Tech's Business Health</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple, Microsoft and Intel Earnings Give a Look at Big Tech's Business Health\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-30 12:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3793262-tech-roundup-apple-microsoft-and-intel-earnings-give-a-look-at-big-techs-business-health><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The tech earnings season kicked into gear in full force this week, with a slate of bellwethers giving a look into the state of their businesses during the final three months of 2021. And there was ...</p>\n\n<a href=\"https://seekingalpha.com/news/3793262-tech-roundup-apple-microsoft-and-intel-earnings-give-a-look-at-big-techs-business-health\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","AAPL":"苹果","MSFT":"微软"},"source_url":"https://seekingalpha.com/news/3793262-tech-roundup-apple-microsoft-and-intel-earnings-give-a-look-at-big-techs-business-health","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2207801217","content_text":"The tech earnings season kicked into gear in full force this week, with a slate of bellwethers giving a look into the state of their businesses during the final three months of 2021. And there was pretty much something for everyone.We might as well start with the biggest of the big, Apple . The world's most-valuable company said that even with supply chain issues impacting its operations, it still reported a staggering $124 billion in revenue for its fiscal first quarter. Every area of Apple's (AAPL) business, save for the iPad, saw sales that grew over the same period a year ago.And, it was the iPad that Apple (AAPL) Chief Executive Tim Cook said was seeing the biggest effect of supply chain shortages coming from the semiconductor industry. Unlike in October, when Apple (AAPL) said its business quarter took a $6 billion hit due to supply chain issues, Cook and Chief Financial Officer Luca Maestri only said their first quarter saw a bigger impact from the ongoing supply constraints and didn't give any exact dollar amount.Still, Apple (AAPL) said that for its current, fiscal second-quarter, it sees the supply issues improving, and that revenue should grow on a year-over-year basis.Apple (AAPL) also made some headlines as the company was granted a restraining order against a woman with a history of harassing CEO Tim Cook, and claiming that he was her husband and the father of her two children.Along with Apple (AAPL), Microsoft (NASDAQ:MSFT), the world's second-most valuable company, reported strong quarterly results that were led by the performance of its cloud business. Investors and Wall Street analysts threw their weight behind Microsoft , with Tyler Radke, of Citi, saying that the company is \"living up to the legend.\"Intel (NASDAQ:INTC) turned in upbeat fourth-quarter results, but felt some blowback from a first-quarter outlook that, while better than what analysts had forecast, suggested sales and earnings that will decline from the same period a year ago. And CEO Pat Gelsinger also said that supply constraints are likely to last through this year and into 2023.AT&T (NYSE:T) showed signs that business is improving, due in part to gains in wireless phone subscribers and its HBO business. However, the company didn't feel the love from investors after CEO John Stankey said he is favoring a spinoff to complete AT&T's  plans to combine WarnerMedia with Discovery (NASDAQ:DISCA).One of the biggest potential tech sector acquisitions of late may be about to go the way of the Dodo. Nvidia (NASDAQ:NVDA) is reportedly on the brink of abandoning its efforts to acquire chip-technology company Arm Holdings for 40 billion, but analysts say that dropping the deal could actually be beneficial to Nvidia (NVDA).Netflix (NASDAQ:NFLX) started week out by losing even more ground following a disappointing subscriber report it gave more than a week ago. However, by midweek, the company had managed to regain some of its shine after Pershing Square's Bill Ackman said his firm had just acquired 3.1 million Netflix (NFLX) shares, to make it a top-20 stakeholder in the streaming TV leader.The videogame industry, already active following Take-Two's  deal to acquire Zynga, and Microsoft's (MSFT) plan to acquire Activision Blizzard  for almost $69 billion, heard from Electronic Arts  as the videogame giant said it has begun working on three new Star Wars games.And Hewlett Packard Enterprise  claimed a victory in the courtroom as a British judge ruled in favor of the company in a fraud trial against former Automony CEO Mike Lynch.","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}