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jacquelyn

jacquelyn

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2022-05-18

Agree

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2022-05-12

Buy NVDA

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2022-02-21

Buy at $8

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2022-02-18

Have these 3 stocks on my watchlist as well

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2022-02-14

Ok

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2022-02-06

Possible to buy at $8 then

Palantir: Red Flag Or Opportunity?

2022-01-22

Time to load up today then 🤔

A $3.3 Trillion Expiry of Stock Options Adds to Market Jitters

2022-01-21

Nice

Apple Stock: How To Trade It Before And After Earnings

2022-01-09

Hope Tesla falls below $900 for me to start buying in

Want to Get Richer? 2 Top Growth Stocks to Buy and Hold

2022-01-02

Anything is possible

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2021-08-03

This article came in timely as I have just bought $PINS call last night. Hopefully the share price can start climbing up slowly and steadily.

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2021-06-30

How about IVR?

5 Dividend Stocks to Buy Hand Over Fist for the Second Half of 2021

2021-06-26

$Paysafe Ltd(PSFE)$Was lucky to buy 2 calls the day before the share price shot up. Happy with the profit although it would really be good if Tiger Broker could improve its platform's functionalities asap to accept Trail Sell order so that higher profits could be made.

2021-06-18

Took 3 days to form the word "TIGER" without exchanging any cards.

2021-05-21

Just DCA into QQQ

Today's Tech Sell-Off: Where to Invest $5,000 for the Next 5 Years

2021-05-20

Time to buy XLE ETF - long call to Y2022.

Forget the crypto chaos. Look at this underappreciated sector for stock-market gains, says strategist.

2021-05-15

Hope this will push up soxl

Semiconductor makers and users form a group to push for chip funding.

2021-05-15

Great~

U.S. senators expected to announce $52 bln chips funding deal -- sources

Go to Tiger App to see more news

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NVDA","listText":"Buy NVDA","text":"Buy NVDA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9064788955","repostId":"2234958237","repostType":4,"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097635864,"gmtCreate":1645435532896,"gmtModify":1676534027575,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"htmlText":"Buy at $8","listText":"Buy at $8","text":"Buy at $8","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097635864","repostId":"1114315050","repostType":4,"isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094548187,"gmtCreate":1645194196779,"gmtModify":1676534007639,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"htmlText":"Have these 3 stocks on my watchlist as well","listText":"Have these 3 stocks on my watchlist as well","text":"Have these 3 stocks on my watchlist as well","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094548187","repostId":"2212626136","repostType":4,"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095189135,"gmtCreate":1644851150359,"gmtModify":1676533967951,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095189135","repostId":"1198659303","repostType":2,"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098883238,"gmtCreate":1644083402654,"gmtModify":1676533888635,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"htmlText":"Possible to buy at $8 then","listText":"Possible to buy at $8 then","text":"Possible to buy at $8 then","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098883238","repostId":"1196927717","repostType":4,"repost":{"id":"1196927717","pubTimestamp":1644033090,"share":"https://ttm.financial/m/news/1196927717?lang=&edition=fundamental","pubTime":"2022-02-05 11:51","market":"us","language":"en","title":"Palantir: Red Flag Or Opportunity?","url":"https://stock-news.laohu8.com/highlight/detail?id=1196927717","media":"Seeking Alpha","summary":"SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.</li><li>Revenue growth in Palantir’s core client cohort slowed to 20% annualized through the first three quarters of 2021 compared to 2020.</li><li>During 2021, Palantir fundamentally transformed its go-to-market strategy. The company is now using its cash to aggressively invest in other companies (Investees) who agree to purchase Palantir’s software.</li><li>Management continues to guide for 30% sales growth through mid-decade. However, Palantir’s 3-phase business model hints at sales trending lower excluding its Investee sales.</li><li>Palantir offers extraordinary long-term growth potential which should place it on the watchlist of all growth investors. The investment case rests on the fulcrum between opportunity and red flags.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd7a77abaec0ea0aa58eebb9ce4b9606\" tg-width=\"1536\" tg-height=\"1187\" width=\"100%\" height=\"auto\"/><span>agawa288/iStock via Getty Images</span></p><p>I am assigning Palantir (NYSE:PLTR) a neutral risk/reward rating as the long-term growth opportunity is counterbalanced by near-term red flags. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, a number of notable red flags warrant caution. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error.</p><p><b>Risk/Reward Rating: Neutral</b></p><p>Palantir has an unusual business model compared to its peers in the enterprise software sector in regard to how it acquires and grows its customer base. The company categorizes its customers according to three phases of development or cohorts: (1) Acquire, (2) Expand, and (3) Scale. While they are generic terms that are applicable to all businesses, they are unique in the case of Palantir due to how the company approaches its customers.</p><p><b>Customer Detail</b></p><p>Palantir defines a customer in the Acquire cohort as one that has generated less than $100,000 of revenue as of year-end while being unprofitable to Palantir. The Expand cohort is characterized by a customer that generated more than $100,000 of sales yet remained unprofitable. Finally, the Scale cohort is defined as a customer that has generated more than $100,000 of revenue while being a profitable relationship for Palantir during the year.</p><p>The following tables were compiled from Palantir’s Q3 2021 10-Q filed with the SEC. The first table displays Palantir’s 2020 sales from each of the client cohorts which were categorized at the end of 2020 (2020 Revenue). In the 2021 Annualized column, you will find the sales of each of these 2020 customer cohorts through Q3 2021 annualized. In the second set of tables, I have compiled key details regarding Palantir’s largest customers over the past twelve months, as well as critical details pertaining to customers that are new to Palantir in 2021 which are not yet assigned to a cohort. Cohort categorization occurs at the end of each year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e38ee31a1d6e826d2d02216e39ac570\" tg-width=\"640\" tg-height=\"151\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4dc61112528e104ef0d3a8dc80f89d1\" tg-width=\"581\" tg-height=\"481\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>For ease of comparison, I have color-coded the information that is related. One of the dominant realities for Palantir is its concentrated customer base, which is highlighted in blue. Palantir has only 203 customers, with the top 20 accounting for 58% of sales.</p><p>By definition, Palantir’s largest customers are in the Scale cohort. Through the first three quarters of 2021, the Scale cohort (categorized as such at the end of 2020) is growing at an annualized rate of 20%. Given that this group accounts for 86% of Palantir’s revenue, it will be challenging to move the sales growth needle materially above 20% without explosive growth from the other two cohorts or a material acceleration from the Scale cohort. It should be noted that management is guiding to 30% annual sales growth through mid-decade.</p><p>The 2020 year-end Acquire and Expand cohorts are highlighted in yellow in the upper table. New customers in 2021 will not be assigned to a cohort until the year-end Palantir report. I have highlighted the pertinent 2021 new customer data in yellow for easy comparison to the 2020 Acquire and Expand customer cohorts. I view the 2021 new customer sales performance excluding sales to Investees to be a sustainable core growth rate. The Investee customer acquisition strategy is extraordinarily unusual and carries an exceedingly high capital risk which introduces reputational and, therefore, brand risk.</p><p>Please note that Investee here refers to customers that Palantir has purchased the stock of in return for the Investee using Palantir’s software. Meaning, the revenue from Investees is a reciprocation of Palantir investing in the shares of these customers. In this respect, these are not arm’s-length transactions. I believe the new client numbers excluding sales to Investees is an important data point for ascertaining a purely market-based new customer growth rate.</p><p>Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021 compared to the $20.6 million of sales from the Acquire and Expand cohorts of 2020. While this is not a perfect comparison for sales growth from new customers, it is a fair estimation. As a result, Palantir appears to be trending toward an underlying sales growth rate closer to 20% than the company’s 30% sales growth guidance through mid-decade.</p><p><b>Investees</b></p><p>It is important to step back and review Palantir’s investments in Investees as this is an extraordinarily unusual go-to-market strategy for customer acquisition. The above numbers, which suggest revenue growth is trending toward 20%, place Palantir’s use of its balance sheet cash to fund new customers in a new light. The following tables were compiled from Palantir’s Q3 2021 10-Q. The first table lists companies that Palantir has funded as of the end of Q3 2021. The second table displays Palantir’s investment commitments to new companies that are not yet funded.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dda111182479c1fbaddc642369e4bd3\" tg-width=\"640\" tg-height=\"264\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have conducted a cursory review of each of the above companies. The common theme is that they are all early-stage companies in the most popular growth sectors. These sectors include EVs, robotics, flying electric vehicles, satellite services and drug discovery. None of the Investees appears to offer enough appreciation potential in its own right to move the needle materially for Palantir’s valuation. Palantir’s ownership stake ranges from 0.4% to 1.6%.</p><p>It remains unclear how much of each company’s funding can be spent on Palantir’s software. Furthermore, it is not clear if the $19 million of revenue through Q3 2021 from these companies is sustainable.</p><p>I have highlighted in blue Palantir’s total investment of $150 million in the seven companies. The yellow highlighted cell represents the current valuation of the investments. Palantir is now down approximately $64 million on these seven companies alone. This highlights an extreme risk for this method of customer acquisition as the capital losses to date dwarf the revenue generated. There are other private company investments not listed above, however, Palantir does not break out the details. They are included in other assets on Palantir’s balance sheet which amounted to $116 million as of Q3 2021.</p><p>The following table displays Palantir’s commitments to invest in new companies as of Q3 2021. I have highlighted in yellow the two companies that Palantir funded subsequent to the end of Q3 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e06664e25242d0bacb6f2a64a7a80228\" tg-width=\"640\" tg-height=\"526\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in blue the total funding commitment for new investments as of Q3 2021. This is $252 million on top of the $150 million completed prior to the end of Q3. While I have not looked into these particular companies, they appear similar to the first seven investments reviewed above. Meaning, they appear to carry extreme capital risk with upside potential that is likely to be minimal when compared to the valuation upside inherent in Palantir’s software business. It should be noted that recent valuations were extreme and continue to contract rapidly. As a result, the timing risk for capital loss is also heightened by making the investments at the top of the VC/IPO cycle.</p><p><b>Financial Performance</b></p><p>Turning to Palantir’s recent performance, I have chosen to view sales growth excluding the Investees as this is the most likely sustainable growth trajectory. The following table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC. I made an adjustment by removing Investee revenue to arrive at a net revenue figure.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b09c2f2aada9cb30c8b720be23d096e2\" tg-width=\"640\" tg-height=\"156\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in yellow the 29% revenue growth in Q3 2021 after removing the Investee revenue. Investees added 6.5% to growth in Q3. Year-to-date, the Investee revenue accounted for 1.7% revenue growth. The 29% growth rate is already decelerating beneath the company’s 30% growth guidance through mid-decade. Keep in mind that the Investee revenue stream will grow with additional funding of Palantir’s investment commitments. Regardless, growth is decelerating rapidly at 29% in Q3 compared to 41% year-to-date excluding these non-arm’s-length sales.</p><p><b>Geographic &amp; Segment Sales</b></p><p>The sales slowdown is being led by France, which contracted 22% through the first three quarters of 2021 (highlighted in orange below). It should be noted that Palantir has had a material relationship with Airbus and the airline industry. This could be a negative read through for an important client and industry. While the US remained the best performer in Q3 2021, growth is slowing rapidly as is evidenced by the blue highlighted cells below. The table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b19bc17658ff1b951eec789ec95deddd\" tg-width=\"640\" tg-height=\"314\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In addition to France, the rest of the world is also slowing rapidly, from 45% through the first nine months of the year to 20% in Q3 2021. Please note that these are reported sales without any adjustments. The following table was compiled from the same SEC filing and highlights that the large sales slowdown in Q3 occurred in the Government segment. Please keep in mind that the Investee revenue is included in the figures below and added approximately 6.5% to the Q3 growth rate in the Commercial segment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a553cc3913c2af281262da7b15bdc3c\" tg-width=\"640\" tg-height=\"278\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In summary, the Commercial segment is growing revenue rather steadily, approximately 29% excluding the Investee revenue. However, the Government segment is decelerating rapidly, from 57% through the first nine months of 2021 to 34% in Q3.</p><p><b>Gross Profit &amp; KPI</b></p><p>Palantir’s unusual customer acquisition strategy predates the shift to Investees. The company’s sales and marketing expenses appear to be quite similar to the cost of goods sold for other companies. This is the case because Palantir offers prospective customers free pilot programs as opposed to requiring payment upfront for use of its software. Sales and marketing personnel execute the pilot programs and coordinate solution development in order to generate sales. The following quote from the Q3 2021 10-Q summarizes the situation:</p><blockquote>Sales and marketing costs primarily include salaries, stock-based compensation expense, and benefits for our sales force and personnel involved in executing on pilots and customer growth activities...</blockquote><p>As a result, I view the sales and marketing expense in the case of Palantir to be a cost of goods sold and reduction to gross margin. While this categorization does not affect the bottom line, it does serve to place the reported 78% gross margin in context.</p><p>I believe this perspective on sales and marketing expense is helpful in thinking about Palantir’s business model in relation to other companies and relative valuations that rely on gross profit margins. The following table was compiled from Palantir’s Q3 2021 10-Q and displays the reported cost of revenue and sales and marketing expense adjusted by removing the related stock-based compensation expense from each line item.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55c5e5fcea6102ca9d0542c130ee1d15\" tg-width=\"640\" tg-height=\"501\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>Notice that the adjusted gross profit growth has slowed considerably to 25% in Q3 (highlighted in blue in the lower portion of the table) compared to 59% through the first nine months of 2021 (highlighted in yellow). The cost of sales is rising rapidly in Q3 2021 compared to the first nine months of the year.</p><p>Palantir utilizes one KPI or Key Performance Indicator to judge performance and inform decision-making, which is referred to as Contribution Margin. It is similar to my adjusted gross margin figure above as can be seen in the following table compiled from Palantir’s Q3 2021 10-Q.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cc4e966e16c27ea17f99ccb08a18957\" tg-width=\"640\" tg-height=\"281\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>Notice that the contribution row is remarkably similar to my adjusted gross profit row in the previous table. Additionally, the growth rate deceleration is similar, as can be seen in the highlighted cells. While 37% is materially different from my estimate of 25% growth, the step change lower from 64% is of similar amplitude.</p><p><b>Operating Income</b></p><p>Turning to operating income, I have adjusted the reported figures once again by removing stock option-related expenses as well as one-off expenses pertaining to the direct listing IPO in 2020. The overriding message is once again one of rapid deceleration. The following table was compiled from the same SEC filing and displays operating expenses excluding sales and marketing expenses, as well as my adjusted operating income estimate.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5f344c289a598ec7824067b39c04f09\" tg-width=\"640\" tg-height=\"479\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In the lower section of the table, notice the incredible deceleration in adjusted operating income to 40% growth in Q3 of 2021 compared to 266% growth through the first nine months of the year. General and administrative expenses accelerated rapidly in Q3 2021, while Palantir materially reduced research and development investment to just 5% growth in Q3.</p><p>The research and development investment slowdown could be a negative read through for sales growth as R&amp;D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale. As customer needs are identified by sales and marketing, research and development expenses should respond to increased future sales potential. This does not appear to be happening at the moment.</p><p>As of Q3 2021, Palantir is annualizing at an adjusted operating income run rate of approximately $300 to $320 million, or about $.16 per share. This is a before-tax operating income figure. The primary takeaway from the operating income front is that profitability is slowing rapidly. This provides additional color for the unusual Investee customer acquisition strategy being deployed.</p><p><b>Consensus Growth Estimates</b></p><p>If Palantir is producing at a $320 million adjusted annual operating income run rate and it was taxed at a normalized 25% rate, the current earnings power would be in the $240 million range or $.12 per diluted share. With this information and the growth deceleration outlined above, we can begin to put consensus earnings estimates into context. The following table was compiled from Seeking Alpha and displays consensus earnings and revenue estimates through 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/022fd2d18964776a3e20294c7917548f\" tg-width=\"640\" tg-height=\"241\" width=\"100%\" height=\"auto\"/><span>Source: Seeking Alpha. Created by Brian Kapp, stoxdox</span></p><p>I have highlighted the 2022 consensus estimates for earnings and sales growth. Notice that the 39% consensus earnings growth estimate for 2022 is in line with the 40% operating income growth posted in Q3 of 2021. Additionally, the sales growth estimate of 30% is just above the 29% adjusted sales growth in Q3 2021 excluding sales to Investees.</p><p>The 39% earnings growth expected for 2022 appears to be at material risk of being too high given the rapid slowdown in operating income to 40% in Q3 2021 compared to 266% through the first nine months of the year. This trajectory would likely place earnings growth for 2022 well below 39%.</p><p>The 30% sales growth estimate for 2022 looks to be achievable given Palantir’s aggressive investment strategy in regard to Investees who then purchase Palantir software. I believe the market will tend to discount Investee sales as I have. Excluding these sales, the revenue growth trajectory appears to be trending closer to 20% than 30% for 2022, which opens the door to further growth disappointment.</p><p>Looking to consensus estimates for 2023, the expected growth rates are remarkably similar to 2022. This straight-line growth forecast through 2023 adds to the risk that consensus estimates could be too high over the coming years. The current trajectory points to growth materially below that expected for 2022 and 2023.</p><p><b>Valuation</b></p><p>Palantir is trading at 87x the consensus earnings estimate for 2021 and 62x that for 2022. Please keep in mind that these are non-GAAP (generally accepted accounting principles) earnings estimates. On a GAAP basis, Palantir continues to produce at a loss. The reported loss in Q3 2021 was $92 million and was $352 million through the first nine months of 2021.</p><p>Using the non-GAAP earnings estimates, 87x current year earnings and 62x forward earnings are extreme valuations from a historical market perspective. That said, they are within the realm of possibility for a growth stock in recent years. When viewed against Palantir’s rapidly slowing sales and operating income growth rates, as well as the heightened risk that consensus estimates may be too high, the current valuation multiples on consensus estimates offer little margin for error.</p><p>On the sales front, Palantir is valued at 17x the consensus 2021 revenue estimate and 13x that for 2022. These are extreme price-to-sales multiples for a large-cap company from a historical perspective. My estimate of core sales growth trending toward 20% excluding Investee revenue suggests that these valuation multiples on sales also offer little margin for error.</p><p>The valuation risks are further elevated when combined with the rapidly slowing operating income growth. Furthermore, as can be seen in my adjusted gross margin figure growing at 25% as of Q3 2021, the Palantir business model may not be supportive of a historically extreme price-to-sales valuation.</p><p><b>Technicals</b></p><p>While the fundamental backdrop points toward little margin for error and subdued excess return potential, the technical setup suggests more meaningful upside return potential. The following 3-year weekly chart offers a bird’s eye view of the potential technical return spectrum. I have highlighted the key resistance levels with orange horizontal lines and the primary support level with a green line.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9aaa4f2a36fa507e420c9353d0cd91c\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/><span>Palantir 3-year weekly chart. (Created by Brian Kapp using a chart from Barchart.com)</span></p><p>The return potential to the nearest resistance levels of $19 and $22 is 43% and 65%, respectively. On the downside, the nearest support lies at the IPO price range near $10. The downside return potential to this level is -25%. It should be noted that Palantir’s short trading history of 16 months limits the usefulness of technical analysis. Additionally, with no trading history beneath the IPO price, it is unclear where support will be found if the $10 level is breached to the downside.</p><p>To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate. This valuation is twice that of the current market averages and would place Palantir shares at $8. This represents -40% downside risk from current levels.</p><p>If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility. To estimate the downside risk potential if estimates are too high, I apply the same 40x non-GAAP earnings to my estimate of Palantir’s current annual run rate for fully-taxed, non-GAAP profitability. If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021) on top of my estimate of $.12 for the current annual run rate of adjusted earnings after tax, the shares could trade down to $6. This would represent downside risk of -55%.</p><p>The following daily chart provides a closer look at the technical backdrop.</p><p><img src=\"https://static.tigerbbs.com/fa32fdab79f60368696ab122ff81b60a\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/></p><p>The technical picture suggests heavy resistance between $19 and $22. Given the unrelenting downtrend over the past three months, a near-term bounce is likely. That said, the upside technical potential combined with the downside fundamental potential leaves the shares with a balanced potential return spectrum of 65% to -55% over the near term.</p><p><b>Summary</b></p><p>All told, Palantir should be placed on the watchlist for high-risk growth investors. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, with notable red flags in the mix, caution is in order. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error. The resulting symmetry between risk and reward results in a neutral rating.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Red Flag Or Opportunity?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Red Flag Or Opportunity?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.Revenue growth in Palantir’s core client cohort slowed to 20% annualized ...</p>\n\n<a href=\"https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196927717","content_text":"SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.Revenue growth in Palantir’s core client cohort slowed to 20% annualized through the first three quarters of 2021 compared to 2020.During 2021, Palantir fundamentally transformed its go-to-market strategy. The company is now using its cash to aggressively invest in other companies (Investees) who agree to purchase Palantir’s software.Management continues to guide for 30% sales growth through mid-decade. However, Palantir’s 3-phase business model hints at sales trending lower excluding its Investee sales.Palantir offers extraordinary long-term growth potential which should place it on the watchlist of all growth investors. The investment case rests on the fulcrum between opportunity and red flags.agawa288/iStock via Getty ImagesI am assigning Palantir (NYSE:PLTR) a neutral risk/reward rating as the long-term growth opportunity is counterbalanced by near-term red flags. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, a number of notable red flags warrant caution. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error.Risk/Reward Rating: NeutralPalantir has an unusual business model compared to its peers in the enterprise software sector in regard to how it acquires and grows its customer base. The company categorizes its customers according to three phases of development or cohorts: (1) Acquire, (2) Expand, and (3) Scale. While they are generic terms that are applicable to all businesses, they are unique in the case of Palantir due to how the company approaches its customers.Customer DetailPalantir defines a customer in the Acquire cohort as one that has generated less than $100,000 of revenue as of year-end while being unprofitable to Palantir. The Expand cohort is characterized by a customer that generated more than $100,000 of sales yet remained unprofitable. Finally, the Scale cohort is defined as a customer that has generated more than $100,000 of revenue while being a profitable relationship for Palantir during the year.The following tables were compiled from Palantir’s Q3 2021 10-Q filed with the SEC. The first table displays Palantir’s 2020 sales from each of the client cohorts which were categorized at the end of 2020 (2020 Revenue). In the 2021 Annualized column, you will find the sales of each of these 2020 customer cohorts through Q3 2021 annualized. In the second set of tables, I have compiled key details regarding Palantir’s largest customers over the past twelve months, as well as critical details pertaining to customers that are new to Palantir in 2021 which are not yet assigned to a cohort. Cohort categorization occurs at the end of each year.Source: Created by Brian Kapp, stoxdoxSource: Created by Brian Kapp, stoxdoxFor ease of comparison, I have color-coded the information that is related. One of the dominant realities for Palantir is its concentrated customer base, which is highlighted in blue. Palantir has only 203 customers, with the top 20 accounting for 58% of sales.By definition, Palantir’s largest customers are in the Scale cohort. Through the first three quarters of 2021, the Scale cohort (categorized as such at the end of 2020) is growing at an annualized rate of 20%. Given that this group accounts for 86% of Palantir’s revenue, it will be challenging to move the sales growth needle materially above 20% without explosive growth from the other two cohorts or a material acceleration from the Scale cohort. It should be noted that management is guiding to 30% annual sales growth through mid-decade.The 2020 year-end Acquire and Expand cohorts are highlighted in yellow in the upper table. New customers in 2021 will not be assigned to a cohort until the year-end Palantir report. I have highlighted the pertinent 2021 new customer data in yellow for easy comparison to the 2020 Acquire and Expand customer cohorts. I view the 2021 new customer sales performance excluding sales to Investees to be a sustainable core growth rate. The Investee customer acquisition strategy is extraordinarily unusual and carries an exceedingly high capital risk which introduces reputational and, therefore, brand risk.Please note that Investee here refers to customers that Palantir has purchased the stock of in return for the Investee using Palantir’s software. Meaning, the revenue from Investees is a reciprocation of Palantir investing in the shares of these customers. In this respect, these are not arm’s-length transactions. I believe the new client numbers excluding sales to Investees is an important data point for ascertaining a purely market-based new customer growth rate.Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021 compared to the $20.6 million of sales from the Acquire and Expand cohorts of 2020. While this is not a perfect comparison for sales growth from new customers, it is a fair estimation. As a result, Palantir appears to be trending toward an underlying sales growth rate closer to 20% than the company’s 30% sales growth guidance through mid-decade.InvesteesIt is important to step back and review Palantir’s investments in Investees as this is an extraordinarily unusual go-to-market strategy for customer acquisition. The above numbers, which suggest revenue growth is trending toward 20%, place Palantir’s use of its balance sheet cash to fund new customers in a new light. The following tables were compiled from Palantir’s Q3 2021 10-Q. The first table lists companies that Palantir has funded as of the end of Q3 2021. The second table displays Palantir’s investment commitments to new companies that are not yet funded.Source: Created by Brian Kapp, stoxdoxI have conducted a cursory review of each of the above companies. The common theme is that they are all early-stage companies in the most popular growth sectors. These sectors include EVs, robotics, flying electric vehicles, satellite services and drug discovery. None of the Investees appears to offer enough appreciation potential in its own right to move the needle materially for Palantir’s valuation. Palantir’s ownership stake ranges from 0.4% to 1.6%.It remains unclear how much of each company’s funding can be spent on Palantir’s software. Furthermore, it is not clear if the $19 million of revenue through Q3 2021 from these companies is sustainable.I have highlighted in blue Palantir’s total investment of $150 million in the seven companies. The yellow highlighted cell represents the current valuation of the investments. Palantir is now down approximately $64 million on these seven companies alone. This highlights an extreme risk for this method of customer acquisition as the capital losses to date dwarf the revenue generated. There are other private company investments not listed above, however, Palantir does not break out the details. They are included in other assets on Palantir’s balance sheet which amounted to $116 million as of Q3 2021.The following table displays Palantir’s commitments to invest in new companies as of Q3 2021. I have highlighted in yellow the two companies that Palantir funded subsequent to the end of Q3 2021.Source: Created by Brian Kapp, stoxdoxI have highlighted in blue the total funding commitment for new investments as of Q3 2021. This is $252 million on top of the $150 million completed prior to the end of Q3. While I have not looked into these particular companies, they appear similar to the first seven investments reviewed above. Meaning, they appear to carry extreme capital risk with upside potential that is likely to be minimal when compared to the valuation upside inherent in Palantir’s software business. It should be noted that recent valuations were extreme and continue to contract rapidly. As a result, the timing risk for capital loss is also heightened by making the investments at the top of the VC/IPO cycle.Financial PerformanceTurning to Palantir’s recent performance, I have chosen to view sales growth excluding the Investees as this is the most likely sustainable growth trajectory. The following table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC. I made an adjustment by removing Investee revenue to arrive at a net revenue figure.Source: Created by Brian Kapp, stoxdoxI have highlighted in yellow the 29% revenue growth in Q3 2021 after removing the Investee revenue. Investees added 6.5% to growth in Q3. Year-to-date, the Investee revenue accounted for 1.7% revenue growth. The 29% growth rate is already decelerating beneath the company’s 30% growth guidance through mid-decade. Keep in mind that the Investee revenue stream will grow with additional funding of Palantir’s investment commitments. Regardless, growth is decelerating rapidly at 29% in Q3 compared to 41% year-to-date excluding these non-arm’s-length sales.Geographic & Segment SalesThe sales slowdown is being led by France, which contracted 22% through the first three quarters of 2021 (highlighted in orange below). It should be noted that Palantir has had a material relationship with Airbus and the airline industry. This could be a negative read through for an important client and industry. While the US remained the best performer in Q3 2021, growth is slowing rapidly as is evidenced by the blue highlighted cells below. The table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC.Source: Created by Brian Kapp, stoxdoxIn addition to France, the rest of the world is also slowing rapidly, from 45% through the first nine months of the year to 20% in Q3 2021. Please note that these are reported sales without any adjustments. The following table was compiled from the same SEC filing and highlights that the large sales slowdown in Q3 occurred in the Government segment. Please keep in mind that the Investee revenue is included in the figures below and added approximately 6.5% to the Q3 growth rate in the Commercial segment.Source: Created by Brian Kapp, stoxdoxIn summary, the Commercial segment is growing revenue rather steadily, approximately 29% excluding the Investee revenue. However, the Government segment is decelerating rapidly, from 57% through the first nine months of 2021 to 34% in Q3.Gross Profit & KPIPalantir’s unusual customer acquisition strategy predates the shift to Investees. The company’s sales and marketing expenses appear to be quite similar to the cost of goods sold for other companies. This is the case because Palantir offers prospective customers free pilot programs as opposed to requiring payment upfront for use of its software. Sales and marketing personnel execute the pilot programs and coordinate solution development in order to generate sales. The following quote from the Q3 2021 10-Q summarizes the situation:Sales and marketing costs primarily include salaries, stock-based compensation expense, and benefits for our sales force and personnel involved in executing on pilots and customer growth activities...As a result, I view the sales and marketing expense in the case of Palantir to be a cost of goods sold and reduction to gross margin. While this categorization does not affect the bottom line, it does serve to place the reported 78% gross margin in context.I believe this perspective on sales and marketing expense is helpful in thinking about Palantir’s business model in relation to other companies and relative valuations that rely on gross profit margins. The following table was compiled from Palantir’s Q3 2021 10-Q and displays the reported cost of revenue and sales and marketing expense adjusted by removing the related stock-based compensation expense from each line item.Source: Created by Brian Kapp, stoxdoxNotice that the adjusted gross profit growth has slowed considerably to 25% in Q3 (highlighted in blue in the lower portion of the table) compared to 59% through the first nine months of 2021 (highlighted in yellow). The cost of sales is rising rapidly in Q3 2021 compared to the first nine months of the year.Palantir utilizes one KPI or Key Performance Indicator to judge performance and inform decision-making, which is referred to as Contribution Margin. It is similar to my adjusted gross margin figure above as can be seen in the following table compiled from Palantir’s Q3 2021 10-Q.Source: Created by Brian Kapp, stoxdoxNotice that the contribution row is remarkably similar to my adjusted gross profit row in the previous table. Additionally, the growth rate deceleration is similar, as can be seen in the highlighted cells. While 37% is materially different from my estimate of 25% growth, the step change lower from 64% is of similar amplitude.Operating IncomeTurning to operating income, I have adjusted the reported figures once again by removing stock option-related expenses as well as one-off expenses pertaining to the direct listing IPO in 2020. The overriding message is once again one of rapid deceleration. The following table was compiled from the same SEC filing and displays operating expenses excluding sales and marketing expenses, as well as my adjusted operating income estimate.Source: Created by Brian Kapp, stoxdoxIn the lower section of the table, notice the incredible deceleration in adjusted operating income to 40% growth in Q3 of 2021 compared to 266% growth through the first nine months of the year. General and administrative expenses accelerated rapidly in Q3 2021, while Palantir materially reduced research and development investment to just 5% growth in Q3.The research and development investment slowdown could be a negative read through for sales growth as R&D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale. As customer needs are identified by sales and marketing, research and development expenses should respond to increased future sales potential. This does not appear to be happening at the moment.As of Q3 2021, Palantir is annualizing at an adjusted operating income run rate of approximately $300 to $320 million, or about $.16 per share. This is a before-tax operating income figure. The primary takeaway from the operating income front is that profitability is slowing rapidly. This provides additional color for the unusual Investee customer acquisition strategy being deployed.Consensus Growth EstimatesIf Palantir is producing at a $320 million adjusted annual operating income run rate and it was taxed at a normalized 25% rate, the current earnings power would be in the $240 million range or $.12 per diluted share. With this information and the growth deceleration outlined above, we can begin to put consensus earnings estimates into context. The following table was compiled from Seeking Alpha and displays consensus earnings and revenue estimates through 2023.Source: Seeking Alpha. Created by Brian Kapp, stoxdoxI have highlighted the 2022 consensus estimates for earnings and sales growth. Notice that the 39% consensus earnings growth estimate for 2022 is in line with the 40% operating income growth posted in Q3 of 2021. Additionally, the sales growth estimate of 30% is just above the 29% adjusted sales growth in Q3 2021 excluding sales to Investees.The 39% earnings growth expected for 2022 appears to be at material risk of being too high given the rapid slowdown in operating income to 40% in Q3 2021 compared to 266% through the first nine months of the year. This trajectory would likely place earnings growth for 2022 well below 39%.The 30% sales growth estimate for 2022 looks to be achievable given Palantir’s aggressive investment strategy in regard to Investees who then purchase Palantir software. I believe the market will tend to discount Investee sales as I have. Excluding these sales, the revenue growth trajectory appears to be trending closer to 20% than 30% for 2022, which opens the door to further growth disappointment.Looking to consensus estimates for 2023, the expected growth rates are remarkably similar to 2022. This straight-line growth forecast through 2023 adds to the risk that consensus estimates could be too high over the coming years. The current trajectory points to growth materially below that expected for 2022 and 2023.ValuationPalantir is trading at 87x the consensus earnings estimate for 2021 and 62x that for 2022. Please keep in mind that these are non-GAAP (generally accepted accounting principles) earnings estimates. On a GAAP basis, Palantir continues to produce at a loss. The reported loss in Q3 2021 was $92 million and was $352 million through the first nine months of 2021.Using the non-GAAP earnings estimates, 87x current year earnings and 62x forward earnings are extreme valuations from a historical market perspective. That said, they are within the realm of possibility for a growth stock in recent years. When viewed against Palantir’s rapidly slowing sales and operating income growth rates, as well as the heightened risk that consensus estimates may be too high, the current valuation multiples on consensus estimates offer little margin for error.On the sales front, Palantir is valued at 17x the consensus 2021 revenue estimate and 13x that for 2022. These are extreme price-to-sales multiples for a large-cap company from a historical perspective. My estimate of core sales growth trending toward 20% excluding Investee revenue suggests that these valuation multiples on sales also offer little margin for error.The valuation risks are further elevated when combined with the rapidly slowing operating income growth. Furthermore, as can be seen in my adjusted gross margin figure growing at 25% as of Q3 2021, the Palantir business model may not be supportive of a historically extreme price-to-sales valuation.TechnicalsWhile the fundamental backdrop points toward little margin for error and subdued excess return potential, the technical setup suggests more meaningful upside return potential. The following 3-year weekly chart offers a bird’s eye view of the potential technical return spectrum. I have highlighted the key resistance levels with orange horizontal lines and the primary support level with a green line.Palantir 3-year weekly chart. (Created by Brian Kapp using a chart from Barchart.com)The return potential to the nearest resistance levels of $19 and $22 is 43% and 65%, respectively. On the downside, the nearest support lies at the IPO price range near $10. The downside return potential to this level is -25%. It should be noted that Palantir’s short trading history of 16 months limits the usefulness of technical analysis. Additionally, with no trading history beneath the IPO price, it is unclear where support will be found if the $10 level is breached to the downside.To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate. This valuation is twice that of the current market averages and would place Palantir shares at $8. This represents -40% downside risk from current levels.If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility. To estimate the downside risk potential if estimates are too high, I apply the same 40x non-GAAP earnings to my estimate of Palantir’s current annual run rate for fully-taxed, non-GAAP profitability. If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021) on top of my estimate of $.12 for the current annual run rate of adjusted earnings after tax, the shares could trade down to $6. This would represent downside risk of -55%.The following daily chart provides a closer look at the technical backdrop.The technical picture suggests heavy resistance between $19 and $22. Given the unrelenting downtrend over the past three months, a near-term bounce is likely. That said, the upside technical potential combined with the downside fundamental potential leaves the shares with a balanced potential return spectrum of 65% to -55% over the near term.SummaryAll told, Palantir should be placed on the watchlist for high-risk growth investors. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, with notable red flags in the mix, caution is in order. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error. The resulting symmetry between risk and reward results in a neutral rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007342113,"gmtCreate":1642782062195,"gmtModify":1676533746269,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"htmlText":"Time to load up today then 🤔","listText":"Time to load up today then 🤔","text":"Time to load up today then 🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007342113","repostId":"1165558393","repostType":4,"repost":{"id":"1165558393","pubTimestamp":1642778100,"share":"https://ttm.financial/m/news/1165558393?lang=&edition=fundamental","pubTime":"2022-01-21 23:15","market":"us","language":"en","title":"A $3.3 Trillion Expiry of Stock Options Adds to Market Jitters","url":"https://stock-news.laohu8.com/highlight/detail?id=1165558393","media":"Bloomberg","summary":"Third Friday of each month brings wave of derivatives activityPotential rate rises, Netflix among fa","content":"<html><head></head><body><ul><li>Third Friday of each month brings wave of derivatives activity</li><li>Potential rate rises, Netflix among factors driving volatility</li></ul><p>Aside from the rout in stay-at-home stocks and gyrations in bonds lurks another key force behind the market turbulence this week: More than $3 trillion of expiring stock options.</p><p>The phenomenon -- generally known as OpEx -- has taken place like clockwork for about a year now. Around the middle of most months, American equities lurch lower, usually near the third Friday -- the day that most stock derivatives expire.</p><p>The dynamic has been blamed on dealers in the options market balancing their exposures by buying and selling underlying stocks or index futures. And this month’s OpEx is a big one.</p><p>All told, Goldman Sachs Group Inc. estimates about $3.3 trillion of U.S. equity derivatives are set to expire Friday. That includes roughly $1.3 trillion across single stocks, the firm said. About $1 trillion of S&amp;P 500-linked contracts will run out, and $240 billion in options tied to the world’s largest ETF, the SPDR S&amp;P 500 ETF Trust (tickerSPY).</p><p>Options are not the only driver of stocks, of course, and there is plenty of uncertainty around their influence. But they may have added to volatility as the likes of Netflix Inc. and Peloton Interactive Inc. slumped on miserable outlooks while the rates-driven rout tightened its grip on pricey growth stocks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55fbe02b679fcb2143196699f1fe5dc4\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/><span>White circles indicate approximate OpEx days. Source: Bloomberg.</span></p><p>“Today’s expiry could be important for stocks with large open interest in at-the-money (ATM) options,” Goldman strategists including Vishal Vivek wrote in a note. “Market makers’ delta-hedging large options portfolios will be active. This flow is likely to dampen volatility in some names while exacerbating stock price moves in others.”</p><p>This OpEx dynamic is far from new, but it’s thought to be growing alongside the boom in options trading. A surge in retail investor participation in the market and rising hedging by institutional pros have spurred an increase in dealer activity.</p><p>This dynamic has become so large that some speculate the relationship between stocks and options has been upended, with derivatives now driving the equity market instead of vice versa.</p><p>Brent Kochuba, founder of analytic service SpotGamma, observed that last week and earlier this week, the existence of many large in-the-money single-stock call positions had led to a large positive delta skew -- the theoretical value of stock required for market makers to hedge the directional exposure resulting from all options activity. As most of these positions closed, that has contributed to recent market volatility. Now, Friday’s expiration has a relatively flat delta position.</p><p>In other words, dealer exposure is now close to neutral, so the effects of the expiry should ease.</p><p>“Call have been closed, puts have been purchased and stock prices have dropped precipitously,” Kochuba said. “As a result of this shift, we think that some of the selling in single stocks may now subside as we head into Wednesday’s FOMC.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cdc4ff45ecdfd4246fdadad5105bc95a\" tg-width=\"1200\" tg-height=\"665\" width=\"100%\" height=\"auto\"/><span>Source: Goldman Sachs</span></p><p>The process works roughly like this: When an investor buys or sells an option, the other side of that trade is taken up by a market maker. These dealers like to neutralize their exposure, which they do by trading the underlying.</p><p>In the run-up to expiration, depending on where dealers’ overall positions are, they can act as a stabilizing force or a volatility accelerator.</p><p>However, it’s a complicated picture, and the exact dynamics depend on the options expiring, new ones created and moves in the underlying assets.</p><p><img src=\"https://static.tigerbbs.com/500da097353cbf29257d826eac4a3f2d\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>U.S. stocks have already endured a tumultuous start to 2022.</p><p>The Cboe Volatility Index, a measure of expected price swings in the S&amp;P 500 known as the VIX, has jumped about 10 points to 27 points since the start of the month. Investors are adjusting to the prospect of tighter monetary policy by ditching expensive-looking stocks, and those whose expected profits are far in the future.</p><p>The three main equity gauges dropped again on Friday morning as of 9:44 a.m. in New York.</p><p>“Is options expiration a contributor to the selloff? Yes. Is it the prime driver? No,” said Chris Murphy, co-head of derivatives strategy at Susquehanna International Group. “The Fed and deleveraging is the reason for the selloff.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A $3.3 Trillion Expiry of Stock Options Adds to Market Jitters</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\">\nA $3.3 Trillion Expiry of Stock Options Adds to Market Jitters\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-21 23:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-21/a-3-3-trillion-expiry-of-stock-options-adds-to-market-jitters?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Third Friday of each month brings wave of derivatives activityPotential rate rises, Netflix among factors driving volatilityAside from the rout in stay-at-home stocks and gyrations in bonds lurks ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-21/a-3-3-trillion-expiry-of-stock-options-adds-to-market-jitters?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-01-21/a-3-3-trillion-expiry-of-stock-options-adds-to-market-jitters?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165558393","content_text":"Third Friday of each month brings wave of derivatives activityPotential rate rises, Netflix among factors driving volatilityAside from the rout in stay-at-home stocks and gyrations in bonds lurks another key force behind the market turbulence this week: More than $3 trillion of expiring stock options.The phenomenon -- generally known as OpEx -- has taken place like clockwork for about a year now. Around the middle of most months, American equities lurch lower, usually near the third Friday -- the day that most stock derivatives expire.The dynamic has been blamed on dealers in the options market balancing their exposures by buying and selling underlying stocks or index futures. And this month’s OpEx is a big one.All told, Goldman Sachs Group Inc. estimates about $3.3 trillion of U.S. equity derivatives are set to expire Friday. That includes roughly $1.3 trillion across single stocks, the firm said. About $1 trillion of S&P 500-linked contracts will run out, and $240 billion in options tied to the world’s largest ETF, the SPDR S&P 500 ETF Trust (tickerSPY).Options are not the only driver of stocks, of course, and there is plenty of uncertainty around their influence. But they may have added to volatility as the likes of Netflix Inc. and Peloton Interactive Inc. slumped on miserable outlooks while the rates-driven rout tightened its grip on pricey growth stocks.White circles indicate approximate OpEx days. Source: Bloomberg.“Today’s expiry could be important for stocks with large open interest in at-the-money (ATM) options,” Goldman strategists including Vishal Vivek wrote in a note. “Market makers’ delta-hedging large options portfolios will be active. This flow is likely to dampen volatility in some names while exacerbating stock price moves in others.”This OpEx dynamic is far from new, but it’s thought to be growing alongside the boom in options trading. A surge in retail investor participation in the market and rising hedging by institutional pros have spurred an increase in dealer activity.This dynamic has become so large that some speculate the relationship between stocks and options has been upended, with derivatives now driving the equity market instead of vice versa.Brent Kochuba, founder of analytic service SpotGamma, observed that last week and earlier this week, the existence of many large in-the-money single-stock call positions had led to a large positive delta skew -- the theoretical value of stock required for market makers to hedge the directional exposure resulting from all options activity. As most of these positions closed, that has contributed to recent market volatility. Now, Friday’s expiration has a relatively flat delta position.In other words, dealer exposure is now close to neutral, so the effects of the expiry should ease.“Call have been closed, puts have been purchased and stock prices have dropped precipitously,” Kochuba said. “As a result of this shift, we think that some of the selling in single stocks may now subside as we head into Wednesday’s FOMC.”Source: Goldman SachsThe process works roughly like this: When an investor buys or sells an option, the other side of that trade is taken up by a market maker. These dealers like to neutralize their exposure, which they do by trading the underlying.In the run-up to expiration, depending on where dealers’ overall positions are, they can act as a stabilizing force or a volatility accelerator.However, it’s a complicated picture, and the exact dynamics depend on the options expiring, new ones created and moves in the underlying assets.U.S. stocks have already endured a tumultuous start to 2022.The Cboe Volatility Index, a measure of expected price swings in the S&P 500 known as the VIX, has jumped about 10 points to 27 points since the start of the month. Investors are adjusting to the prospect of tighter monetary policy by ditching expensive-looking stocks, and those whose expected profits are far in the future.The three main equity gauges dropped again on Friday morning as of 9:44 a.m. in New York.“Is options expiration a contributor to the selloff? Yes. Is it the prime driver? No,” said Chris Murphy, co-head of derivatives strategy at Susquehanna International Group. “The Fed and deleveraging is the reason for the selloff.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004750798,"gmtCreate":1642696222607,"gmtModify":1676533737108,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004750798","repostId":"1126677206","repostType":4,"repost":{"id":"1126677206","pubTimestamp":1642687281,"share":"https://ttm.financial/m/news/1126677206?lang=&edition=fundamental","pubTime":"2022-01-20 22:01","market":"us","language":"en","title":"Apple Stock: How To Trade It Before And After Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1126677206","media":"TheStreet","summary":"Buy the rumor, sell the news? Here is how Apple stock tends to perform around earnings day, and what","content":"<html><head></head><body><p>Buy the rumor, sell the news? Here is how Apple stock tends to perform around earnings day, and what potential investors should think about before pushing the “buy” button.</p><p>Apple will report its fiscal Q1 results on Thursday, January 27. The Apple Maven has already started to preview the event, and we will cover the results and earnings call in real time.</p><p>Today, I turn the focus to Apple stock’s performance around the company’s earnings day. Is now a good time to buy shares ahead of the results? How does the stock tend to perform before and after earnings?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f77cd919bf55f9c7b79f631b0255910\" tg-width=\"1240\" tg-height=\"697\" referrerpolicy=\"no-referrer\"/><span>Figure 1: Apple Park, in Cupertino, CA.</span></p><p><b>Buy AAPL on earnings day</b></p><p>Have you heard the phrase “buy the rumor, sell the news”? It turns out that, historically, Apple stock has <i>not</i> traded in line with the mantra during earnings seasons.</p><p>A few months ago, I ran an analysis on AAPL’s performance before and after earnings day. A bit of a surprise to me, the stock tends to <i>underperform</i> its own two-week average ahead of the earnings release; but then the price tends to <i>spike</i> shortly after the results are published.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dbcbd828ea8b0f101472179795433cf\" tg-width=\"892\" tg-height=\"514\" referrerpolicy=\"no-referrer\"/><span>Figure 2: Median 2-week returns, Earnings vs. non-earnings.</span></p><p>Since publishing the chart above for the first time, Apple released earnings twice: in fiscal Q3 and Q4 of last year.</p><p>After July 27, AAPL stock moved generally sideways for two weeks, but eventually started to climb through early September. After October 28, something similar happened: sideways through early November, then viciously higher in the following four weeks.</p><p>The narrative that seems to fit the observations is the following: traders and investors position themselves ahead of earnings. When the results come out, bulls and bears engage in a tug of war to determine if the results and outlook seem good enough. Eventually, after digesting the numbers and commentary, the market settles largely with the bulls.</p><p><b>Consider seasonality</b></p><p>Looking not much more than a couple of months past fiscal Q1 earnings day may further encourage investors to buy AAPL soon. The chart below shows that, from a seasonality perspective, December and January tend to be the worst months to own AAPL.</p><p>While AAPL managed to climb through the end of December 2021, January has, in fact, been a challenging month for the stock so far.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/815dafc7decf67564014bbbd36f5cf1a\" tg-width=\"1238\" tg-height=\"292\" referrerpolicy=\"no-referrer\"/><span>Figure 3: Average monthly returns vs. S&amp;P 500 (seasonality).</span></p><p>The better news is that February tends to mark a long, four-month period of outperformance over the S&amp;P 500. This is probably the case because investors finally leave behind concerns over the performance of the new iPhone in the holiday quarter and start to think longer term.</p><p><b>Don’t forget fundamentals and value</b></p><p>Of course, earnings trends and seasonality are only two factors to consider when deciding whether to buy Apple stock. More important is to assess Apple’s business fundamentals, and how much an investor might be willing to pay for them.</p><p>I believe that the Cupertno company continues to be one of the best (if not <i>the</i> best) consumer product and service companies in the world. My concern until recently was whether valuations were a bit too rich, following the dizzying Q4 rally.</p><p>Here, I am slightly encouraged by the fact that AAPL price has dipped 8% from the January 3 peak. While $167 per share still does not sound like a once-in-a-lifetime bargain, the figure is easier on the eyes of a buyer than $180-plus.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: How To Trade It Before And After Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: How To Trade It Before And After Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-20 22:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/apple-stock-how-to-trade-it-before-and-after-earnings><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Buy the rumor, sell the news? Here is how Apple stock tends to perform around earnings day, and what potential investors should think about before pushing the “buy” button.Apple will report its fiscal...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/apple-stock-how-to-trade-it-before-and-after-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/apple-stock-how-to-trade-it-before-and-after-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126677206","content_text":"Buy the rumor, sell the news? Here is how Apple stock tends to perform around earnings day, and what potential investors should think about before pushing the “buy” button.Apple will report its fiscal Q1 results on Thursday, January 27. The Apple Maven has already started to preview the event, and we will cover the results and earnings call in real time.Today, I turn the focus to Apple stock’s performance around the company’s earnings day. Is now a good time to buy shares ahead of the results? How does the stock tend to perform before and after earnings?Figure 1: Apple Park, in Cupertino, CA.Buy AAPL on earnings dayHave you heard the phrase “buy the rumor, sell the news”? It turns out that, historically, Apple stock has not traded in line with the mantra during earnings seasons.A few months ago, I ran an analysis on AAPL’s performance before and after earnings day. A bit of a surprise to me, the stock tends to underperform its own two-week average ahead of the earnings release; but then the price tends to spike shortly after the results are published.Figure 2: Median 2-week returns, Earnings vs. non-earnings.Since publishing the chart above for the first time, Apple released earnings twice: in fiscal Q3 and Q4 of last year.After July 27, AAPL stock moved generally sideways for two weeks, but eventually started to climb through early September. After October 28, something similar happened: sideways through early November, then viciously higher in the following four weeks.The narrative that seems to fit the observations is the following: traders and investors position themselves ahead of earnings. When the results come out, bulls and bears engage in a tug of war to determine if the results and outlook seem good enough. Eventually, after digesting the numbers and commentary, the market settles largely with the bulls.Consider seasonalityLooking not much more than a couple of months past fiscal Q1 earnings day may further encourage investors to buy AAPL soon. The chart below shows that, from a seasonality perspective, December and January tend to be the worst months to own AAPL.While AAPL managed to climb through the end of December 2021, January has, in fact, been a challenging month for the stock so far.Figure 3: Average monthly returns vs. S&P 500 (seasonality).The better news is that February tends to mark a long, four-month period of outperformance over the S&P 500. This is probably the case because investors finally leave behind concerns over the performance of the new iPhone in the holiday quarter and start to think longer term.Don’t forget fundamentals and valueOf course, earnings trends and seasonality are only two factors to consider when deciding whether to buy Apple stock. More important is to assess Apple’s business fundamentals, and how much an investor might be willing to pay for them.I believe that the Cupertno company continues to be one of the best (if not the best) consumer product and service companies in the world. My concern until recently was whether valuations were a bit too rich, following the dizzying Q4 rally.Here, I am slightly encouraged by the fact that AAPL price has dipped 8% from the January 3 peak. While $167 per share still does not sound like a once-in-a-lifetime bargain, the figure is easier on the eyes of a buyer than $180-plus.","news_type":1},"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006147458,"gmtCreate":1641667197040,"gmtModify":1676533638034,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"htmlText":"Hope Tesla falls below $900 for me to start buying in","listText":"Hope Tesla falls below $900 for me to start buying in","text":"Hope Tesla falls below $900 for me to start buying in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006147458","repostId":"2201214004","repostType":4,"repost":{"id":"2201214004","pubTimestamp":1641604837,"share":"https://ttm.financial/m/news/2201214004?lang=&edition=fundamental","pubTime":"2022-01-08 09:20","market":"us","language":"en","title":"Want to Get Richer? 2 Top Growth Stocks to Buy and Hold","url":"https://stock-news.laohu8.com/highlight/detail?id=2201214004","media":"Motley Fool","summary":"As tempting as it may be, strategies built on market timing rarely work.","content":"<html><head></head><body><p>Warren Buffett once said that his favorite stock holding period is forever. Despite that advice, many investors tend to buy and sell quickly. In fact, the average holding period for shares on the <b>New York Stock Exchange</b> has trended downward over the last several decades, and it dropped below six months in June 2020.</p><p>So what? History tells us that whether the market is up or down in any given year is essentially a coin toss. In other words, if you&#39;re dipping in and out of stocks, you&#39;re not investing -- you&#39;re gambling. And there&#39;s nothing wrong with gambling, but if you&#39;re looking to build life-changing wealth, you&#39;re better off taking a buy-and-hold approach. A long-term mindset helps you avoid short-term volatility and it gives your investment theses time to play out.</p><p>Two stocks that could benefit an investor using a buy-and-hold approach are <b>Tesla</b> (NASDAQ:TSLA) and <b>Zscaler</b> (NASDAQ:ZS). Each has great potential to make you richer in the long run. Here&#39;s what you should know.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b7755ea2b8be302b03c4454fb738f44\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>1. Tesla</h2><p>CEO Elon Musk has often said manufacturing efficiency would be Tesla&#39;s long-term advantage, and the company is making good on that notion. Its theoretical annual production capacity now exceeds 1 million electric vehicles (EVs), and despite headwinds created by chip shortages, Tesla delivered over 936,000 vehicles in 2021, up 87% from the prior year.</p><p>More importantly, as production capacity has scaled in both the U.S. and China, Tesla&#39;s cost per vehicle has fallen, dropping 55% between 2017 and the first quarter of 2021. That efficiency is due in part to Tesla&#39;s 2170 battery cell, a technology that Musk has called &#34;the highest energy density cell in the world, and also the cheapest.&#34; To that end, Tesla pays an estimated $187 per kilowatt-hour (kWh) for its battery packs -- the most expensive part of an EV. That&#39;s 24% lower than the industry average and 10% lower than the next-closest competitor.</p><p>Additionally, through November 2021, Tesla held 13.7% market share in terms of EV sales, easily besting the second-place EV manufacturer <b>BYD</b>, which captured 9% market share. Collectively, the company&#39;s improving efficiency and its dominant position have translated into impressive financial results on both the top and bottom lines.</p><table><thead><tr><th><p>Metric</p></th><th><p>Q3 2019</p></th><th><p>Q3 2021</p></th><th><p>CAGR</p></th></tr></thead><tbody><tr><td width=\"156\"><p>Revenue (TTM)</p></td><td width=\"156\"><p>$24.4 million</p></td><td width=\"156\"><p>$46.9 billion</p></td><td width=\"156\"><p>39%</p></td></tr><tr><td width=\"156\"><p>Free cash flow (TTM)</p></td><td width=\"156\"><p>$873 million</p></td><td width=\"156\"><p>$2.6 billion</p></td><td width=\"156\"><p>71%</p></td></tr></tbody></table><p>Data source: YCharts. TTM = trailing 12 months. CAGR = compound annual growth rate.</p><p>Despite Tesla&#39;s past success, I think the company&#39;s best days are yet to come. Production of the Tesla Semi (a semi-tractor trailer) is slated to start in 2022, and the trucking industry is ripe for disruption. The company also plans to integrate its new 4680 battery cell into vehicles this year, a technology that should reinforce its current cost advantages. Specifically, management believes the 4680 battery cell will cut the cost per kWh by 56% and boost EV range by 54%.</p><p>Further down the road, Tesla aims to launch an autonomous ride-hailing service, a market that ARK Invest analysts value at $1.2 trillion by 2030. While Tesla&#39;s full self-driving software is still in the works, Musk has hinted that the company would have a fully autonomous $25,000 EV in late 2023 or 2024. But even if Tesla misses that target, the company still appears to have a big head start in the race to build a self-driving car. That&#39;s why I plan to hold this stock forever.</p><h2>2. Zscaler</h2><p>Zscaler specializes in cybersecurity. Its cloud platform, the Zero Trust Exchange, is spread across 150 data centers, creating a global network that is fast, safe, and reliable. This distributed architecture, known as a secure access service edge (SASE), allows clients to access corporate resources from any device or location, while also eliminating the IT burden of buying and managing on-site hardware. In short, Zscaler is the new corporate network.</p><p>Specifically, Zscaler Private Access (ZPA) safeguards internally managed resources, like software hosted in a private data center; and Zscaler Internet Access (ZIA) offers the same protection for externally managed resources, such as applications hosted in the public cloud. More recently, the company expanded its offering with Zscaler Digital <a href=\"https://laohu8.com/S/EXP.AU\">Experience</a> (ZDX), an infrastructure performance monitoring solution, and Zscaler Cloud Protection (ZCP), a suite of tools that allows clients to secure cloud workloads.</p><p>Collectively, those products fuel digital transformation, keeping corporate networks secure no matter whether the information is stored on-site or in the cloud, nor whether it&#39;s accessed by employees in the office or those working remotely. To that end, research firm <b>Gartner</b> believes 60% of enterprises will have plans in place to adopt SASE networks by 2025, up from just 10% in 2020.</p><p>More importantly, Gartner has recognized Zscaler as the industry leader for 10 consecutive years, and that advantage has been a powerful growth driver for this cybersecurity company.</p><table><thead><tr><th><p>Metric</p></th><th><p>Q1 2020</p></th><th><p>Q1 2022</p></th><th><p>CAGR</p></th></tr></thead><tbody><tr><td width=\"156\"><p>Revenue (TTM)</p></td><td width=\"156\"><p>$333.1 million</p></td><td width=\"156\"><p>$761.0 million</p></td><td width=\"156\"><p>51%</p></td></tr><tr><td width=\"156\"><p>Free cash flow (TTM)</p></td><td width=\"156\"><p>$33.5 million</p></td><td width=\"156\"><p>$184.9 million</p></td><td width=\"156\"><p>135%</p></td></tr></tbody></table><p>Data source: YCharts. TTM = trailing 12 months. CAGR = compound annual growth rate. Note: Q1 2022 ended Oct. 31, 2021.</p><p>Going forward, Zscaler has plenty of room to grow its business. The company currently serves 5,600 clients, comprising 26 million paid seats. But management puts the near-term opportunity at 335 million seats, which brings the company&#39;s addressable market to $72 billion. However, Zscaler could extend its services to smaller businesses (fewer than 2,000 employees), which would push its opportunity above 600 million seats.</p><p>More broadly, as the best-in-class network security solution, the company should see strong demand in the coming years as more enterprises seek to protect their sensitive data. That&#39;s why this growth stock looks like a smart buy for long-term investors.</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>Want to Get Richer? 2 Top Growth Stocks to Buy and Hold</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\">\nWant to Get Richer? 2 Top Growth Stocks to Buy and Hold\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-08 09:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/07/want-get-richer-top-growth-stocks-to-buy-and-hold/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett once said that his favorite stock holding period is forever. Despite that advice, many investors tend to buy and sell quickly. In fact, the average holding period for shares on the New ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/07/want-get-richer-top-growth-stocks-to-buy-and-hold/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1511":"疑似财技股","ZS":"Zscaler Inc.","TSLA":"特斯拉","BK1117":"系统软件"},"source_url":"https://www.fool.com/investing/2022/01/07/want-get-richer-top-growth-stocks-to-buy-and-hold/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201214004","content_text":"Warren Buffett once said that his favorite stock holding period is forever. Despite that advice, many investors tend to buy and sell quickly. In fact, the average holding period for shares on the New York Stock Exchange has trended downward over the last several decades, and it dropped below six months in June 2020.So what? History tells us that whether the market is up or down in any given year is essentially a coin toss. In other words, if you're dipping in and out of stocks, you're not investing -- you're gambling. And there's nothing wrong with gambling, but if you're looking to build life-changing wealth, you're better off taking a buy-and-hold approach. A long-term mindset helps you avoid short-term volatility and it gives your investment theses time to play out.Two stocks that could benefit an investor using a buy-and-hold approach are Tesla (NASDAQ:TSLA) and Zscaler (NASDAQ:ZS). Each has great potential to make you richer in the long run. Here's what you should know.Image source: Getty Images.1. TeslaCEO Elon Musk has often said manufacturing efficiency would be Tesla's long-term advantage, and the company is making good on that notion. Its theoretical annual production capacity now exceeds 1 million electric vehicles (EVs), and despite headwinds created by chip shortages, Tesla delivered over 936,000 vehicles in 2021, up 87% from the prior year.More importantly, as production capacity has scaled in both the U.S. and China, Tesla's cost per vehicle has fallen, dropping 55% between 2017 and the first quarter of 2021. That efficiency is due in part to Tesla's 2170 battery cell, a technology that Musk has called \"the highest energy density cell in the world, and also the cheapest.\" To that end, Tesla pays an estimated $187 per kilowatt-hour (kWh) for its battery packs -- the most expensive part of an EV. That's 24% lower than the industry average and 10% lower than the next-closest competitor.Additionally, through November 2021, Tesla held 13.7% market share in terms of EV sales, easily besting the second-place EV manufacturer BYD, which captured 9% market share. Collectively, the company's improving efficiency and its dominant position have translated into impressive financial results on both the top and bottom lines.MetricQ3 2019Q3 2021CAGRRevenue (TTM)$24.4 million$46.9 billion39%Free cash flow (TTM)$873 million$2.6 billion71%Data source: YCharts. TTM = trailing 12 months. CAGR = compound annual growth rate.Despite Tesla's past success, I think the company's best days are yet to come. Production of the Tesla Semi (a semi-tractor trailer) is slated to start in 2022, and the trucking industry is ripe for disruption. The company also plans to integrate its new 4680 battery cell into vehicles this year, a technology that should reinforce its current cost advantages. Specifically, management believes the 4680 battery cell will cut the cost per kWh by 56% and boost EV range by 54%.Further down the road, Tesla aims to launch an autonomous ride-hailing service, a market that ARK Invest analysts value at $1.2 trillion by 2030. While Tesla's full self-driving software is still in the works, Musk has hinted that the company would have a fully autonomous $25,000 EV in late 2023 or 2024. But even if Tesla misses that target, the company still appears to have a big head start in the race to build a self-driving car. That's why I plan to hold this stock forever.2. ZscalerZscaler specializes in cybersecurity. Its cloud platform, the Zero Trust Exchange, is spread across 150 data centers, creating a global network that is fast, safe, and reliable. This distributed architecture, known as a secure access service edge (SASE), allows clients to access corporate resources from any device or location, while also eliminating the IT burden of buying and managing on-site hardware. In short, Zscaler is the new corporate network.Specifically, Zscaler Private Access (ZPA) safeguards internally managed resources, like software hosted in a private data center; and Zscaler Internet Access (ZIA) offers the same protection for externally managed resources, such as applications hosted in the public cloud. More recently, the company expanded its offering with Zscaler Digital Experience (ZDX), an infrastructure performance monitoring solution, and Zscaler Cloud Protection (ZCP), a suite of tools that allows clients to secure cloud workloads.Collectively, those products fuel digital transformation, keeping corporate networks secure no matter whether the information is stored on-site or in the cloud, nor whether it's accessed by employees in the office or those working remotely. To that end, research firm Gartner believes 60% of enterprises will have plans in place to adopt SASE networks by 2025, up from just 10% in 2020.More importantly, Gartner has recognized Zscaler as the industry leader for 10 consecutive years, and that advantage has been a powerful growth driver for this cybersecurity company.MetricQ1 2020Q1 2022CAGRRevenue (TTM)$333.1 million$761.0 million51%Free cash flow (TTM)$33.5 million$184.9 million135%Data source: YCharts. TTM = trailing 12 months. CAGR = compound annual growth rate. Note: Q1 2022 ended Oct. 31, 2021.Going forward, Zscaler has plenty of room to grow its business. The company currently serves 5,600 clients, comprising 26 million paid seats. But management puts the near-term opportunity at 335 million seats, which brings the company's addressable market to $72 billion. However, Zscaler could extend its services to smaller businesses (fewer than 2,000 employees), which would push its opportunity above 600 million seats.More broadly, as the best-in-class network security solution, the company should see strong demand in the coming years as more enterprises seek to protect their sensitive data. That's why this growth stock looks like a smart buy for long-term investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003456640,"gmtCreate":1641057951389,"gmtModify":1676533568464,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"htmlText":"Anything is possible","listText":"Anything is possible","text":"Anything is possible","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003456640","repostId":"2195448557","repostType":4,"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807935088,"gmtCreate":1627995372944,"gmtModify":1703499286380,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"htmlText":"This article came in timely as I have just bought $PINS call last night. Hopefully the share price can start climbing up slowly and steadily.","listText":"This article came in timely as I have just bought $PINS call last night. Hopefully the share price can start climbing up slowly and steadily.","text":"This article came in timely as I have just bought $PINS call last night. Hopefully the share price can start climbing up slowly and steadily.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807935088","repostId":"2156116066","repostType":4,"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151024503,"gmtCreate":1625059284902,"gmtModify":1703735045346,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"htmlText":"How about IVR?&nbsp;","listText":"How about IVR?&nbsp;","text":"How about IVR?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/151024503","repostId":"2147818632","repostType":4,"repost":{"id":"2147818632","pubTimestamp":1625053045,"share":"https://ttm.financial/m/news/2147818632?lang=&edition=fundamental","pubTime":"2021-06-30 19:37","market":"us","language":"en","title":"5 Dividend Stocks to Buy Hand Over Fist for the Second Half of 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2147818632","media":"Motley Fool","summary":"These top-notch companies could put some serious income in investors' pockets.","content":"<p>There are a number of ways for investors to build wealth on Wall Street. But if there's <a href=\"https://laohu8.com/S/AONE\">one</a> near-constant for the world's most successful money managers, it's their love of dividend stocks.</p>\n<p>Companies that regularly pay a dividend to their shareholders are usually profitable, have clear long-term outlooks, and offer time-tested operating models. It also doesn't hurt that for decades, they've run circles around their peers that don't pay dividends. The average annual return for companies that initiated and grew their payouts between 1972 and 2012 was 9.5%, which compares to just 1.6% annually for those that don't pay dividends, according to a report from J.P. Morgan Asset Management.</p>\n<p>As talk of rising inflation picks up, now is the perfect time to consider putting dividend stocks to work in your portfolio. The following five dividend stocks can comfortably be bought hand over first for the second half of 2021.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3e3fbe7f37d120657aa92766a5cd0c7\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2><a href=\"https://laohu8.com/S/NLY\">Annaly Capital Management</a>: 9.5% yield</h2>\n<p>Arguably the most attractive income stock to combat inflation is mortgage real estate investment trust (REIT) <b>Annaly Capital Management</b> (NYSE:NLY). It currently yields 9.5% and has averaged a yield of around 10% for more than two decades.</p>\n<p>In simple terms, mortgage REITs are companies that borrow money at lower short-term rates to buy assets (mortgage-backed securities) with higher long-term yields. The difference between the long-term yield received and lower short-term borrowing rate is known as the net interest margin. During the early stages of an economic recovery, it's normal to see the yield curve steepen -- i.e., long-term bond yields rise while short-term yields fall or flatten out. In other words, we're in the sweet spot where Annaly and its peers typically see their net interest margin expand.</p>\n<p>If you're worried about the safety of this 9.5% yield, don't be. Annaly Capital almost exclusively purchases agency securities. These are assets backed by the federal government in the event of a default. As you might imagine, this added protection reduces the yields Annaly receives on the mortgage-backed securities it buys. However, it's also able to safely use leverage to boost its income.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d73f8cc5619e3b83ed3124b8c631c19\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Innovative Industrial Properties: 2.9% yield</h2>\n<p>Who said you can't find an above-average dividend yield in a growth stock? Cannabis-focused REIT <b>Innovative Industrial Properties</b> (NYSE:IIPR) is expected by Wall Street to grow its revenue 67% this year and 39% next year, all while parsing out a nearly 3% yield to its shareholders.</p>\n<p>Innovative Industrial Properties, or IIP, acquires medical marijuana cultivation and processing facilities with the intent of leasing them out for long periods of time. Through the end of May, it owned 72 properties in 18 states, with all 6.6 million square feet of its owned assets leased. According to the company, its weighted-average lease length is 16.8 years, and I'd estimate a complete payback on its $1.6 billion in invested capital in less than half that time.</p>\n<p>A big reason IIP is so successful is that cannabis reform continues to fail at the federal level. As long as marijuana is federally illicit, access to basic banking services for pot stocks will be hit-and-miss. Innovative Industrial steps in with its sale-leaseback agreements to resolve some of these issues. It acquires cannabis facilities for cash and immediately leases the property back to the seller. As long as cannabis reform stalls on Capitol Hill, IIP will reap the reward.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab366a5444f328185236645a8d066233\" tg-width=\"700\" tg-height=\"465\"><span>Image source: Getty Images.</span></p>\n<h2>Enterprise Products Partners: 7.5% yield</h2>\n<p>With crude oil prices hitting multiyear highs, it's time to consider putting a high-yield midstream company to work for you. Master limited partnership <b>Enterprise Products Partners</b> (NYSE:EPD) and its juicy 7.5% yield could offer the perfect combination of share price appreciation and income.</p>\n<p>While the <i>very</i> long-term future of the U.S. rests with renewable energy sources, it's also the case that oil, natural gas, and natural gas liquids (NGL) are here to stay for decades to come. The safest bet within that space are the midstream operators like Enterprise Products Partners that handle pipeline transmission and storage. Enterprise has over 50,000 miles of pipeline and 21 NGL processing plants, which leads to highly predictable cash flow. It's set aside another $1.6 billion this year alone for capital expenditures to maintain and expand its existing infrastructure.</p>\n<p>Whereas most oil and gas stocks struggled mightily during the unprecedented demand drop-off associated with the pandemic, Enterprise hardly flinched. Its distribution coverage ratio -- distributable cash flow divided by distributions to be paid to shareholders -- has remained at 1.6 or higher, and the company is averaging a return on invested capital of 12% over the past decade. After 22 consecutive years of increasing its base annual dividend, it's safe to say this is a rock-solid income stock.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c5a0257bdd17a5ff3cf22a10de43ce0\" tg-width=\"700\" tg-height=\"467\"><span>Image source: Getty Images.</span></p>\n<h2>Viatris: 3% yield</h2>\n<p>Although healthcare stocks aren't known for being big income producers (most healthcare companies are constantly reinvesting in research and development), generic-drug company <b>Viatris</b> (NASDAQ:VTRS) is currently paying out a market-topping 3% yield. Viatris was formed from the combination of generic-drug company Mylan with <b>Pfizer</b>'s established drug unit Upjohn.</p>\n<p>Even though Wall Street is likely clouded by the combined debt load of these two companies, which at <a href=\"https://laohu8.com/S/AONE.U\">one</a> point was around $26 billion, there are numerous competitive advantages to this combination. By 2023, Viatris should be recognizing around $1 billion in annual cost synergies. There's also the likelihood that a broader portfolio of established and generic products will command better pricing power, which can be a positive for margins and operating cash flow. Within three years, management expects to have repaid 25% of the company's outstanding debt and may look to reinvest via internal drug development.</p>\n<p>What's more, as brand-name drug prices rise and the baby boomer population ages, demand for reasonably priced generics is bound to go up. Investors simply aren't going to find too many dividend stocks they can buy for just 4 times this year's forecast earnings per share.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9aba3f991b85be915c446ddb9c20c79\" tg-width=\"700\" tg-height=\"467\"><span>Image source: Getty Images.</span></p>\n<h2>NextEra Energy: 2.1% yield</h2>\n<p>Last, but not least, America's largest electric utility stock by market cap, <b>NextEra Energy</b> (NYSE:NEE), can be bought hand over fist by income seekers. Though NextEra's yield of 2.1% is the lowest among these five dividend plays, its stock offers steady upside for patient investors.</p>\n<p>Generally, utility stocks are boring, slow-growing businesses. However, NextEra breaks the mold. That's because it's aggressively investing in renewable energy solutions. The company has set aside $50 billion to $55 billion for new projects between 2020 and 2022, and is already leading the country in capacity generated from solar and wind power. Though these investments aren't cheap, it's paying off with lower electric generation costs and a compound annual growth rate in the high single digits over the past decade.</p>\n<p>As with Enterprise Products Partners, NextEra's operating results are highly predictable. Consumer demand doesn't change much from year to year (i.e., electricity is a basic-need service), and the company's traditional utility operations (those not powered by renewable energy) are regulated. This is fancy way of saying that state public utility commissions dictate whether NextEra can raise its rates or not. This might sound like a pain, but it's actually great news, because it keeps the company away from being exposed to potentially volatile wholesale pricing.</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>5 Dividend Stocks to Buy Hand Over Fist for the Second Half of 2021</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\">\n5 Dividend Stocks to Buy Hand Over Fist for the Second Half of 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 19:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/30/5-dividend-stocks-to-buy-for-second-half-of-2021/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There are a number of ways for investors to build wealth on Wall Street. But if there's one near-constant for the world's most successful money managers, it's their love of dividend stocks.\nCompanies ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/30/5-dividend-stocks-to-buy-for-second-half-of-2021/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NEE":"新纪元能源","IIPR":"Innovative Industrial Properties Inc","VTRS":"Viatris Inc.","NLY":"Annaly Capital Management","EPD":"Enterprise Products Partners L.P"},"source_url":"https://www.fool.com/investing/2021/06/30/5-dividend-stocks-to-buy-for-second-half-of-2021/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147818632","content_text":"There are a number of ways for investors to build wealth on Wall Street. But if there's one near-constant for the world's most successful money managers, it's their love of dividend stocks.\nCompanies that regularly pay a dividend to their shareholders are usually profitable, have clear long-term outlooks, and offer time-tested operating models. It also doesn't hurt that for decades, they've run circles around their peers that don't pay dividends. The average annual return for companies that initiated and grew their payouts between 1972 and 2012 was 9.5%, which compares to just 1.6% annually for those that don't pay dividends, according to a report from J.P. Morgan Asset Management.\nAs talk of rising inflation picks up, now is the perfect time to consider putting dividend stocks to work in your portfolio. The following five dividend stocks can comfortably be bought hand over first for the second half of 2021.\nImage source: Getty Images.\nAnnaly Capital Management: 9.5% yield\nArguably the most attractive income stock to combat inflation is mortgage real estate investment trust (REIT) Annaly Capital Management (NYSE:NLY). It currently yields 9.5% and has averaged a yield of around 10% for more than two decades.\nIn simple terms, mortgage REITs are companies that borrow money at lower short-term rates to buy assets (mortgage-backed securities) with higher long-term yields. The difference between the long-term yield received and lower short-term borrowing rate is known as the net interest margin. During the early stages of an economic recovery, it's normal to see the yield curve steepen -- i.e., long-term bond yields rise while short-term yields fall or flatten out. In other words, we're in the sweet spot where Annaly and its peers typically see their net interest margin expand.\nIf you're worried about the safety of this 9.5% yield, don't be. Annaly Capital almost exclusively purchases agency securities. These are assets backed by the federal government in the event of a default. As you might imagine, this added protection reduces the yields Annaly receives on the mortgage-backed securities it buys. However, it's also able to safely use leverage to boost its income.\nImage source: Getty Images.\nInnovative Industrial Properties: 2.9% yield\nWho said you can't find an above-average dividend yield in a growth stock? Cannabis-focused REIT Innovative Industrial Properties (NYSE:IIPR) is expected by Wall Street to grow its revenue 67% this year and 39% next year, all while parsing out a nearly 3% yield to its shareholders.\nInnovative Industrial Properties, or IIP, acquires medical marijuana cultivation and processing facilities with the intent of leasing them out for long periods of time. Through the end of May, it owned 72 properties in 18 states, with all 6.6 million square feet of its owned assets leased. According to the company, its weighted-average lease length is 16.8 years, and I'd estimate a complete payback on its $1.6 billion in invested capital in less than half that time.\nA big reason IIP is so successful is that cannabis reform continues to fail at the federal level. As long as marijuana is federally illicit, access to basic banking services for pot stocks will be hit-and-miss. Innovative Industrial steps in with its sale-leaseback agreements to resolve some of these issues. It acquires cannabis facilities for cash and immediately leases the property back to the seller. As long as cannabis reform stalls on Capitol Hill, IIP will reap the reward.\nImage source: Getty Images.\nEnterprise Products Partners: 7.5% yield\nWith crude oil prices hitting multiyear highs, it's time to consider putting a high-yield midstream company to work for you. Master limited partnership Enterprise Products Partners (NYSE:EPD) and its juicy 7.5% yield could offer the perfect combination of share price appreciation and income.\nWhile the very long-term future of the U.S. rests with renewable energy sources, it's also the case that oil, natural gas, and natural gas liquids (NGL) are here to stay for decades to come. The safest bet within that space are the midstream operators like Enterprise Products Partners that handle pipeline transmission and storage. Enterprise has over 50,000 miles of pipeline and 21 NGL processing plants, which leads to highly predictable cash flow. It's set aside another $1.6 billion this year alone for capital expenditures to maintain and expand its existing infrastructure.\nWhereas most oil and gas stocks struggled mightily during the unprecedented demand drop-off associated with the pandemic, Enterprise hardly flinched. Its distribution coverage ratio -- distributable cash flow divided by distributions to be paid to shareholders -- has remained at 1.6 or higher, and the company is averaging a return on invested capital of 12% over the past decade. After 22 consecutive years of increasing its base annual dividend, it's safe to say this is a rock-solid income stock.\nImage source: Getty Images.\nViatris: 3% yield\nAlthough healthcare stocks aren't known for being big income producers (most healthcare companies are constantly reinvesting in research and development), generic-drug company Viatris (NASDAQ:VTRS) is currently paying out a market-topping 3% yield. Viatris was formed from the combination of generic-drug company Mylan with Pfizer's established drug unit Upjohn.\nEven though Wall Street is likely clouded by the combined debt load of these two companies, which at one point was around $26 billion, there are numerous competitive advantages to this combination. By 2023, Viatris should be recognizing around $1 billion in annual cost synergies. There's also the likelihood that a broader portfolio of established and generic products will command better pricing power, which can be a positive for margins and operating cash flow. Within three years, management expects to have repaid 25% of the company's outstanding debt and may look to reinvest via internal drug development.\nWhat's more, as brand-name drug prices rise and the baby boomer population ages, demand for reasonably priced generics is bound to go up. Investors simply aren't going to find too many dividend stocks they can buy for just 4 times this year's forecast earnings per share.\nImage source: Getty Images.\nNextEra Energy: 2.1% yield\nLast, but not least, America's largest electric utility stock by market cap, NextEra Energy (NYSE:NEE), can be bought hand over fist by income seekers. Though NextEra's yield of 2.1% is the lowest among these five dividend plays, its stock offers steady upside for patient investors.\nGenerally, utility stocks are boring, slow-growing businesses. However, NextEra breaks the mold. That's because it's aggressively investing in renewable energy solutions. The company has set aside $50 billion to $55 billion for new projects between 2020 and 2022, and is already leading the country in capacity generated from solar and wind power. Though these investments aren't cheap, it's paying off with lower electric generation costs and a compound annual growth rate in the high single digits over the past decade.\nAs with Enterprise Products Partners, NextEra's operating results are highly predictable. Consumer demand doesn't change much from year to year (i.e., electricity is a basic-need service), and the company's traditional utility operations (those not powered by renewable energy) are regulated. This is fancy way of saying that state public utility commissions dictate whether NextEra can raise its rates or not. This might sound like a pain, but it's actually great news, because it keeps the company away from being exposed to potentially volatile wholesale pricing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125941007,"gmtCreate":1624643839209,"gmtModify":1703842722619,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PSFE\">$Paysafe Ltd(PSFE)$</a>Was lucky to buy 2 calls the day before the share price shot up. Happy with the profit although it would really be good if Tiger Broker could improve its platform's functionalities asap to accept Trail Sell order so that higher profits could be made.&nbsp;","listText":"<a href=\"https://laohu8.com/S/PSFE\">$Paysafe Ltd(PSFE)$</a>Was lucky to buy 2 calls the day before the share price shot up. Happy with the profit although it would really be good if Tiger Broker could improve its platform's functionalities asap to accept Trail Sell order so that higher profits could be made.&nbsp;","text":"$Paysafe Ltd(PSFE)$Was lucky to buy 2 calls the day before the share price shot up. Happy with the profit although it would really be good if Tiger Broker could improve its platform's functionalities asap to accept Trail Sell order so that higher profits could be made.","images":[{"img":"https://static.tigerbbs.com/435fd0b6164e1c30373063ab7db27024","width":"1080","height":"1691"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/125941007","isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":162086951,"gmtCreate":1624027616373,"gmtModify":1703827079167,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"htmlText":"Took 3 days to form the word \"TIGER\" without exchanging any cards.","listText":"Took 3 days to form the word \"TIGER\" without exchanging any cards.","text":"Took 3 days to form the word \"TIGER\" without exchanging any cards.","images":[{"img":"https://static.tigerbbs.com/2b91c75b2610c8d1693a48105027f24a","width":"1080","height":"2222"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162086951","isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":130661323,"gmtCreate":1621539102062,"gmtModify":1704359257098,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"htmlText":"Just&nbsp;DCA into QQQ","listText":"Just&nbsp;DCA into QQQ","text":"Just DCA into QQQ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/130661323","repostId":"1114639105","repostType":4,"repost":{"id":"1114639105","pubTimestamp":1621524985,"share":"https://ttm.financial/m/news/1114639105?lang=&edition=fundamental","pubTime":"2021-05-20 23:36","market":"us","language":"en","title":"Today's Tech Sell-Off: Where to Invest $5,000 for the Next 5 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=1114639105","media":"Motley Fool","summary":"These tech giants might multiply your $5,000 investment substantially in the coming years.The Nasdaq-100 Technology Sector index has retreated more than 7% in the past month, bringing down the valuations of some fast-growing names in tech that were considered overvalued earlier. But one shouldn't forget that this same index has jumped more than 240% in the past five years, which means that a $5,000 investment in the index would be worth $17,000 now.Advanced Micro Devices  stock has done even bet","content":"<p>These tech giants might multiply your $5,000 investment substantially in the coming years.</p>\n<p>The&nbsp;<b>Nasdaq-100 Technology Sector</b>&nbsp;index has retreated more than 7% in the past month, bringing down the valuations of some fast-growing names in tech that were considered overvalued earlier. But one shouldn't forget that this same index has jumped more than 240% in the past five years, which means that a $5,000 investment in the index would be worth $17,000 now.</p>\n<p><b>Advanced Micro Devices</b>&nbsp;(NASDAQ:AMD)&nbsp;stock has done even better over five years, rising over 1,850% and turning $5,000 into nearly $100,000. Rival graphics card specialist&nbsp;<b>NVIDIA</b>(NASDAQ:NVDA)has soared over 1,200% over a similar period. Both stocks have pulled back thanks to the tech sell-off, but these two stocks could deliver outsized gains over the next five years as well, thanks to the catalysts they are sitting on. Let's find out why.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45c65cfc8b2918e175d465448db6ae7c\" tg-width=\"2000\" tg-height=\"1427\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>1. Advanced Micro Devices</b></p>\n<p>AMD's fortunes have&nbsp;changed big time&nbsp;over the past five years. A competitive product lineup has allowed it to&nbsp;take market share away&nbsp;from&nbsp;<b>Intel</b>&nbsp;(NASDAQ:INTC)&nbsp;in the x86 processor market, a trend that's expected to continue in the next five years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c49fb00a03d9fc043669c6253b537fc8\" tg-width=\"720\" tg-height=\"387\"><span>AMD DATA BY YCHARTS</span></p>\n<p>AMD has made solid progress in the PC market through its Ryzen CPUs (central processing units) and Radeon GPUs (graphics processing units). According to the latest data&nbsp;from Steam Hardware Survey for April, AMD now controls almost 29.5% of the PC CPU space. It controlled 25% of the market in December 2020, with Intel holding the rest. Steam data is a credible source for PC market share information, as the platform is used by 120 million monthly active users worldwide.</p>\n<p>Meanwhile, Mercury Research estimates that AMD's desktop PC market share increased to 19.3% at the end of the first quarter, up from just 11.4% four years ago. It also holds 18% of the mobile CPU market. AMD's CPU market share is expected to&nbsp;jump as high as 50%&nbsp;in 2021 as per Wall Street. This doesn't seem surprising given thetechnology advantage&nbsp;AMD enjoys over Intel, as well as&nbsp;Chipzilla's troubles&nbsp;with getting its latest chips out of the gate.</p>\n<p>AMD has also turned on the heat in the laptop market. The company's Ryzen 5000 mobile processors are expected to&nbsp;power 50% more models&nbsp;this year and pave the way for more market share gains.</p>\n<p>Meanwhile, AMD has made solid progress in the server processor market, finishing Q1 with an 8.9% share. It was nowhere to be seen in server processors four years ago, but the&nbsp;arrival of the EPYC chips&nbsp;has given it a big shot in the arm. AMD is poised to&nbsp;take away more market share&nbsp;from Intel in servers in the coming years and could make billions of dollars from this space.</p>\n<p>On the other hand, the arrival of the latest gaming consoles from&nbsp;<b>Sony</b>&nbsp;and&nbsp;<b>Microsoft</b>&nbsp;that are powered by AMD's chips is&nbsp;moving the needle in a big way&nbsp;for the chipmaker. The PlayStation 5 has sold 7.8 million units so far. It is expected&nbsp;to sell over 200 million units over its lifetime, according to an analyst at Japanese firm Rakuten Securities, as compared to 116 million units of the previous generation PS4.</p>\n<p>What's more, AMD is reportedly getting&nbsp;80% more revenue from each unit of the PS5 over the PS4. So, a combination of higher shipments and stronger revenue from each gaming console should unlock a massive revenue opportunity for the company in the long run. Not surprisingly, analysts expect&nbsp;AMD to deliver almost 30% annual earnings growth over the next five years -- making it a&nbsp;top growth stock&nbsp;where one can park $5,000 right now, given that it is trading at less than 28 times&nbsp;forward earnings.</p>\n<p><b>2. NVIDIA</b></p>\n<p>NVIDIA has come a long way in the past five years. The chipmaker has&nbsp;branched out into&nbsp;several fast-growing applications such as data centers, artificial intelligence, autonomous cars, and&nbsp;5G wireless networks&nbsp;from supplying graphics cards for gaming PCs.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60ad2c7070e39d4c3cca24654ff15c3d\" tg-width=\"720\" tg-height=\"387\"><span>NVDA DATA BY YCHARTS</span></p>\n<p>Gaming continues to be NVIDIA's biggest source of revenue, accounting for 46% of its top line last fiscal year. The segment's revenue was up 41% in fiscal 2021 to $7.7 billion, thanks to the launch of NVIDIA's new RTX 30 series graphics cards, which have set the sales charts on fire by triggering a&nbsp;massive upgrade cycle.</p>\n<p>NVIDIA estimates that 85% of its installed base is yet to upgrade to the RTX series cards, which pack a&nbsp;huge performance bump&nbsp;at aggressive price points over prior generation cards. That's a huge opportunity, as NVIDIA's installed base of gaming graphics cards&nbsp;stands at 140 million. More importantly, the company's new GPUs are driving an increase in the average selling price (ASP).</p>\n<p>The latest Ampere-based GPUs recorded&nbsp;an ASP of $360 in the first six months of their launch thanks to an increase in the proportion of customers buying higher-priced cards. That's 20% higher than the previous generation Turing cards that had an ASP of $300 in the initial six months, and well above the $245 ASP of the Pascal cards that were released&nbsp;five years ago.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/248662e56d72ba00757a9c18076ebd6b\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p>So, NVIDIA's gaming business could keep growing at a terrific pace over the next five years thanks to a combination of strong volumes and improved pricing. Jon Peddie Research estimates&nbsp;that 41.5 million discrete GPUs were sold in 2020, and NVIDIA&nbsp;dominated this market&nbsp;with a share of 82% at the end of the year. This bodes well for NVIDIA's future, as the GPU market is expected to clock annual growth of nearly 34% through 2027 as per third-party&nbsp;estimates.</p>\n<p>Beyond gaming, NVIDIA is sitting on huge opportunities in nascent markets such as self-driving cars. The company has struck several partnerships in this space and has already lined up automotive design wins&nbsp;worth $8 billion&nbsp;for the next five years. This figure could keep growing thanks to NVIDIA's solid product roadmap, which indicates that it is working on more powerful self-driving platforms that should hit the market in the coming years.</p>\n<p>Throw in the fact that NVIDIA's terrific growth in the data center market won't be fading any time soon, and investors will have one more reason to hold on to this tech titan. The data center business generated $6.7 billion in revenue in FY21, up 124% year over year. It accounted for 40% of the total revenue. NVIDIA is now branching out into new areas to ensure that this business keeps growing at elevated rates.</p>\n<p>It recently announced&nbsp;the Grace CPU, a server processor that's expected to go on sale in 2023. This would be new territory for NVIDIA, and success here could supercharge the company's data center business, as the server processor market is expected to be worth $19 billion&nbsp;by 2023.</p>\n<p>So, NVIDIA still has a lot of room for growth. Analysts forecast 20%-plus annual earnings growth for the next five years, though NVIDIA could do better if the new opportunities it is attacking bear fruit. In all, NVIDIA looks like a top stock where investors can park $5,000, as it is set for multi-year growth and trades at an attractive 36 times&nbsp;forward earnings as compared to 2020's average multiple of 46.</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>Today's Tech Sell-Off: Where to Invest $5,000 for the Next 5 Years</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\">\nToday's Tech Sell-Off: Where to Invest $5,000 for the Next 5 Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-20 23:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/20/tech-sell-off-where-invest-5000-for-next-5-years/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These tech giants might multiply your $5,000 investment substantially in the coming years.\nThe Nasdaq-100 Technology Sector index has retreated more than 7% in the past month, bringing down the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/20/tech-sell-off-where-invest-5000-for-next-5-years/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NDX":"纳斯达克100指数","NVDA":"英伟达","AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2021/05/20/tech-sell-off-where-invest-5000-for-next-5-years/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114639105","content_text":"These tech giants might multiply your $5,000 investment substantially in the coming years.\nThe Nasdaq-100 Technology Sector index has retreated more than 7% in the past month, bringing down the valuations of some fast-growing names in tech that were considered overvalued earlier. But one shouldn't forget that this same index has jumped more than 240% in the past five years, which means that a $5,000 investment in the index would be worth $17,000 now.\nAdvanced Micro Devices (NASDAQ:AMD) stock has done even better over five years, rising over 1,850% and turning $5,000 into nearly $100,000. Rival graphics card specialist NVIDIA(NASDAQ:NVDA)has soared over 1,200% over a similar period. Both stocks have pulled back thanks to the tech sell-off, but these two stocks could deliver outsized gains over the next five years as well, thanks to the catalysts they are sitting on. Let's find out why.\nIMAGE SOURCE: GETTY IMAGES.\n1. Advanced Micro Devices\nAMD's fortunes have changed big time over the past five years. A competitive product lineup has allowed it to take market share away from Intel (NASDAQ:INTC) in the x86 processor market, a trend that's expected to continue in the next five years.\nAMD DATA BY YCHARTS\nAMD has made solid progress in the PC market through its Ryzen CPUs (central processing units) and Radeon GPUs (graphics processing units). According to the latest data from Steam Hardware Survey for April, AMD now controls almost 29.5% of the PC CPU space. It controlled 25% of the market in December 2020, with Intel holding the rest. Steam data is a credible source for PC market share information, as the platform is used by 120 million monthly active users worldwide.\nMeanwhile, Mercury Research estimates that AMD's desktop PC market share increased to 19.3% at the end of the first quarter, up from just 11.4% four years ago. It also holds 18% of the mobile CPU market. AMD's CPU market share is expected to jump as high as 50% in 2021 as per Wall Street. This doesn't seem surprising given thetechnology advantage AMD enjoys over Intel, as well as Chipzilla's troubles with getting its latest chips out of the gate.\nAMD has also turned on the heat in the laptop market. The company's Ryzen 5000 mobile processors are expected to power 50% more models this year and pave the way for more market share gains.\nMeanwhile, AMD has made solid progress in the server processor market, finishing Q1 with an 8.9% share. It was nowhere to be seen in server processors four years ago, but the arrival of the EPYC chips has given it a big shot in the arm. AMD is poised to take away more market share from Intel in servers in the coming years and could make billions of dollars from this space.\nOn the other hand, the arrival of the latest gaming consoles from Sony and Microsoft that are powered by AMD's chips is moving the needle in a big way for the chipmaker. The PlayStation 5 has sold 7.8 million units so far. It is expected to sell over 200 million units over its lifetime, according to an analyst at Japanese firm Rakuten Securities, as compared to 116 million units of the previous generation PS4.\nWhat's more, AMD is reportedly getting 80% more revenue from each unit of the PS5 over the PS4. So, a combination of higher shipments and stronger revenue from each gaming console should unlock a massive revenue opportunity for the company in the long run. Not surprisingly, analysts expect AMD to deliver almost 30% annual earnings growth over the next five years -- making it a top growth stock where one can park $5,000 right now, given that it is trading at less than 28 times forward earnings.\n2. NVIDIA\nNVIDIA has come a long way in the past five years. The chipmaker has branched out into several fast-growing applications such as data centers, artificial intelligence, autonomous cars, and 5G wireless networks from supplying graphics cards for gaming PCs.\nNVDA DATA BY YCHARTS\nGaming continues to be NVIDIA's biggest source of revenue, accounting for 46% of its top line last fiscal year. The segment's revenue was up 41% in fiscal 2021 to $7.7 billion, thanks to the launch of NVIDIA's new RTX 30 series graphics cards, which have set the sales charts on fire by triggering a massive upgrade cycle.\nNVIDIA estimates that 85% of its installed base is yet to upgrade to the RTX series cards, which pack a huge performance bump at aggressive price points over prior generation cards. That's a huge opportunity, as NVIDIA's installed base of gaming graphics cards stands at 140 million. More importantly, the company's new GPUs are driving an increase in the average selling price (ASP).\nThe latest Ampere-based GPUs recorded an ASP of $360 in the first six months of their launch thanks to an increase in the proportion of customers buying higher-priced cards. That's 20% higher than the previous generation Turing cards that had an ASP of $300 in the initial six months, and well above the $245 ASP of the Pascal cards that were released five years ago.\nIMAGE SOURCE: GETTY IMAGES.\nSo, NVIDIA's gaming business could keep growing at a terrific pace over the next five years thanks to a combination of strong volumes and improved pricing. Jon Peddie Research estimates that 41.5 million discrete GPUs were sold in 2020, and NVIDIA dominated this market with a share of 82% at the end of the year. This bodes well for NVIDIA's future, as the GPU market is expected to clock annual growth of nearly 34% through 2027 as per third-party estimates.\nBeyond gaming, NVIDIA is sitting on huge opportunities in nascent markets such as self-driving cars. The company has struck several partnerships in this space and has already lined up automotive design wins worth $8 billion for the next five years. This figure could keep growing thanks to NVIDIA's solid product roadmap, which indicates that it is working on more powerful self-driving platforms that should hit the market in the coming years.\nThrow in the fact that NVIDIA's terrific growth in the data center market won't be fading any time soon, and investors will have one more reason to hold on to this tech titan. The data center business generated $6.7 billion in revenue in FY21, up 124% year over year. It accounted for 40% of the total revenue. NVIDIA is now branching out into new areas to ensure that this business keeps growing at elevated rates.\nIt recently announced the Grace CPU, a server processor that's expected to go on sale in 2023. This would be new territory for NVIDIA, and success here could supercharge the company's data center business, as the server processor market is expected to be worth $19 billion by 2023.\nSo, NVIDIA still has a lot of room for growth. Analysts forecast 20%-plus annual earnings growth for the next five years, though NVIDIA could do better if the new opportunities it is attacking bear fruit. In all, NVIDIA looks like a top stock where investors can park $5,000, as it is set for multi-year growth and trades at an attractive 36 times forward earnings as compared to 2020's average multiple of 46.","news_type":1},"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130889659,"gmtCreate":1621523357271,"gmtModify":1704359105793,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"htmlText":"Time to buy XLE ETF - long call to Y2022.","listText":"Time to buy XLE ETF - long call to Y2022.","text":"Time to buy XLE ETF - long call to Y2022.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/130889659","repostId":"2136921902","repostType":4,"repost":{"id":"2136921902","pubTimestamp":1621514880,"share":"https://ttm.financial/m/news/2136921902?lang=&edition=fundamental","pubTime":"2021-05-20 20:48","market":"us","language":"en","title":"Forget the crypto chaos. Look at this underappreciated sector for stock-market gains, says strategist.","url":"https://stock-news.laohu8.com/highlight/detail?id=2136921902","media":"MarketWatch","summary":"The cryptocurrency chaos continued on Thursday, as investor sentiment on stocks exhibited similar ji","content":"<p>The cryptocurrency chaos continued on Thursday, as investor sentiment on stocks exhibited similar jitters. Equities are set to extend declines as crypto markets remain volatile and depressed.</p>\n<p>But let's block out the noise over bitcoin, Elon Musk's tweets, and concerns about inflation and technology-stock valuations.</p>\n<p>Our call of the day, from strategist Jesse Felder of the Felder Report financial blog , urged investors to look to an underappreciated sector for stock-market gains: energy.</p>\n<p>One of Felder's mantras is to look for investing opportunities outside of major indexes. The rise of passive investing, with massive funds passively tracking stock market indexes, makes these opportunities more prevalent and attractive, he said.</p>\n<p>According to Felder, passive investing has recently become less popular, as investors increasingly embrace variations of ESG: environmental, social, and governance investing, which measures social and environmental impact. That includes the more speculative side of the trend, like green energy stocks Ørsted and Plug Power <a href=\"https://laohu8.com/S/PLUG\">$(PLUG)$</a>, and electric-vehicle companies like Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> and NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>.</p>\n<p>Felder said this has resulted in portfolios that are more concentrated in popular sectors such as tech, and underweight in the traditional energy sector.</p>\n<p>\"In this way, ESG has merely served to magnify the momentum that passive index funds create when they allocate more new money to stocks and sectors with rising values, like tech and communications services,\" Felder said, with funds allocating less new money to sectors with falling values, like energy.</p>\n<p>\"As a result, opportunities that run counter to these trends have become even more attractive than they otherwise would have,\" he said.</p>\n<p>The momentum is now shifting. Energy has begun to outperform the rest of the stock market, including tech, and \"many may be asking themselves whether this trend is sustainable.\" Felder thinks it is.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ca60c8ba87702d88f1e7cd965b99671\" tg-width=\"1260\" tg-height=\"912\"><span>CHART VIA THE FELDER REPORT BLOG.</span></p>\n<p>Felder pointed to the chart, above, which shows historical weightings within the S&amp;P 500 index. Energy has a smaller portion that it did two decades ago, at the beginning of its last major bull market. Tech and communications-services stocks are slightly below all-time highs notched at the peak of the dot-com bubble.</p>\n<p>\"For my money, those alligator jaws look more likely to snap shut than to open even wider,\" Felder said.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forget the crypto chaos. Look at this underappreciated sector for stock-market gains, says strategist.</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\">\nForget the crypto chaos. Look at this underappreciated sector for stock-market gains, says strategist.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-20 20:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/forget-the-crypto-chaos-look-at-this-underappreciated-sector-for-stock-market-gains-says-strategist-11621509767?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The cryptocurrency chaos continued on Thursday, as investor sentiment on stocks exhibited similar jitters. Equities are set to extend declines as crypto markets remain volatile and depressed.\nBut let'...</p>\n\n<a href=\"https://www.marketwatch.com/story/forget-the-crypto-chaos-look-at-this-underappreciated-sector-for-stock-market-gains-says-strategist-11621509767?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/forget-the-crypto-chaos-look-at-this-underappreciated-sector-for-stock-market-gains-says-strategist-11621509767?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2136921902","content_text":"The cryptocurrency chaos continued on Thursday, as investor sentiment on stocks exhibited similar jitters. Equities are set to extend declines as crypto markets remain volatile and depressed.\nBut let's block out the noise over bitcoin, Elon Musk's tweets, and concerns about inflation and technology-stock valuations.\nOur call of the day, from strategist Jesse Felder of the Felder Report financial blog , urged investors to look to an underappreciated sector for stock-market gains: energy.\nOne of Felder's mantras is to look for investing opportunities outside of major indexes. The rise of passive investing, with massive funds passively tracking stock market indexes, makes these opportunities more prevalent and attractive, he said.\nAccording to Felder, passive investing has recently become less popular, as investors increasingly embrace variations of ESG: environmental, social, and governance investing, which measures social and environmental impact. That includes the more speculative side of the trend, like green energy stocks Ørsted and Plug Power $(PLUG)$, and electric-vehicle companies like Tesla $(TSLA)$ and NIO $(NIO)$.\nFelder said this has resulted in portfolios that are more concentrated in popular sectors such as tech, and underweight in the traditional energy sector.\n\"In this way, ESG has merely served to magnify the momentum that passive index funds create when they allocate more new money to stocks and sectors with rising values, like tech and communications services,\" Felder said, with funds allocating less new money to sectors with falling values, like energy.\n\"As a result, opportunities that run counter to these trends have become even more attractive than they otherwise would have,\" he said.\nThe momentum is now shifting. Energy has begun to outperform the rest of the stock market, including tech, and \"many may be asking themselves whether this trend is sustainable.\" Felder thinks it is.\nCHART VIA THE FELDER REPORT BLOG.\nFelder pointed to the chart, above, which shows historical weightings within the S&P 500 index. Energy has a smaller portion that it did two decades ago, at the beginning of its last major bull market. Tech and communications-services stocks are slightly below all-time highs notched at the peak of the dot-com bubble.\n\"For my money, those alligator jaws look more likely to snap shut than to open even wider,\" Felder said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196310860,"gmtCreate":1621015515250,"gmtModify":1704352014812,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"htmlText":"Hope this will push up soxl&nbsp;","listText":"Hope this will push up soxl&nbsp;","text":"Hope this will push up soxl","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/196310860","repostId":"1146669720","repostType":4,"repost":{"id":"1146669720","pubTimestamp":1620999779,"share":"https://ttm.financial/m/news/1146669720?lang=&edition=fundamental","pubTime":"2021-05-14 21:42","market":"us","language":"en","title":"Semiconductor makers and users form a group to push for chip funding.","url":"https://stock-news.laohu8.com/highlight/detail?id=1146669720","media":"NewYork Times","summary":"Semiconductor companies and big businesses that use chips have formed a coalition to push for tens o","content":"<p>Semiconductor companies and big businesses that use chips have formed a coalition to push for tens of billions of dollars in federal funding for semiconductor research and manufacturing in the United States.</p>\n<p>The new group, theSemiconductors in America Coalition, announced its formation on Tuesday amida global semiconductor shortagethat has caused disruptions throughout the economy. Its members include chip makers like Intel, Nvidia and Qualcomm and companies that rely on semiconductors, like Amazon Web Services, Apple, AT&amp;T, Google, Microsoft and Verizon.</p>\n<p>The coalition is calling on Congress to provide $50 billion for semiconductor research and manufacturing, which President Biden has proposed as part of his $2.3 trillion infrastructure package.</p>\n<p>“Leaders from a broad range of critical sectors of the U.S. economy, as well as a large and bipartisan group of policymakers in Washington, recognize the essential role of semiconductors in America’s current and future strength,” said John Neuffer, the president and chief executive of the Semiconductor Industry Association, a trade group.</p>\n<p>In a letter to congressional leaders, the new coalition noted the shortage of semiconductors and said that in the long term, federal funding “would help America build the additional capacity necessary to have more resilient supply chains to ensure critical technologies will be there when we need them.”</p>\n<p>The shortage has been acutely feltin the auto industry, forcing carmakers to idle plants.Ford Motorsaid last month that it expected the shortage to cut vehicle production by about 50 percent in the second quarter and lower the company’s profit by about $2.5 billion this year.</p>\n<p>The new coalition does not include any automakers, which have their own ideas for how the government should encourage domestic semiconductor manufacturing. In a letter to congressional leaders last week, groups representing automakers, automotive suppliers and autoworkers expressed support for Mr. Biden’s $50 billion proposal but emphasized the need to increase manufacturing capacity for automotive-grade chips as part of the effort.</p>\n<p>The letter — from the American Automotive Policy Council, the Motor &amp; Equipment Manufacturers Association and the United Auto Workers union — suggested providing “specific funding for semiconductor facilities that commit to dedicating a portion of their capacity to motor vehicle-grade chip production.”</p>\n<p>In a letter to congressional leaders last month, technology trade groups argued against setting aside new production capacity for a specific industry, saying that such a move would amount to “unprecedented market interference.”</p>","source":"lsy1605590967916","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>Semiconductor makers and users form a group to push for chip funding.</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\">\nSemiconductor makers and users form a group to push for chip funding.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-14 21:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.nytimes.com/2021/05/11/business/semiconductor-shortage.html><strong>NewYork Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Semiconductor companies and big businesses that use chips have formed a coalition to push for tens of billions of dollars in federal funding for semiconductor research and manufacturing in the United ...</p>\n\n<a href=\"https://www.nytimes.com/2021/05/11/business/semiconductor-shortage.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.nytimes.com/2021/05/11/business/semiconductor-shortage.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146669720","content_text":"Semiconductor companies and big businesses that use chips have formed a coalition to push for tens of billions of dollars in federal funding for semiconductor research and manufacturing in the United States.\nThe new group, theSemiconductors in America Coalition, announced its formation on Tuesday amida global semiconductor shortagethat has caused disruptions throughout the economy. Its members include chip makers like Intel, Nvidia and Qualcomm and companies that rely on semiconductors, like Amazon Web Services, Apple, AT&T, Google, Microsoft and Verizon.\nThe coalition is calling on Congress to provide $50 billion for semiconductor research and manufacturing, which President Biden has proposed as part of his $2.3 trillion infrastructure package.\n“Leaders from a broad range of critical sectors of the U.S. economy, as well as a large and bipartisan group of policymakers in Washington, recognize the essential role of semiconductors in America’s current and future strength,” said John Neuffer, the president and chief executive of the Semiconductor Industry Association, a trade group.\nIn a letter to congressional leaders, the new coalition noted the shortage of semiconductors and said that in the long term, federal funding “would help America build the additional capacity necessary to have more resilient supply chains to ensure critical technologies will be there when we need them.”\nThe shortage has been acutely feltin the auto industry, forcing carmakers to idle plants.Ford Motorsaid last month that it expected the shortage to cut vehicle production by about 50 percent in the second quarter and lower the company’s profit by about $2.5 billion this year.\nThe new coalition does not include any automakers, which have their own ideas for how the government should encourage domestic semiconductor manufacturing. In a letter to congressional leaders last week, groups representing automakers, automotive suppliers and autoworkers expressed support for Mr. Biden’s $50 billion proposal but emphasized the need to increase manufacturing capacity for automotive-grade chips as part of the effort.\nThe letter — from the American Automotive Policy Council, the Motor & Equipment Manufacturers Association and the United Auto Workers union — suggested providing “specific funding for semiconductor facilities that commit to dedicating a portion of their capacity to motor vehicle-grade chip production.”\nIn a letter to congressional leaders last month, technology trade groups argued against setting aside new production capacity for a specific industry, saying that such a move would amount to “unprecedented market interference.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196310041,"gmtCreate":1621015421783,"gmtModify":1704352014166,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"htmlText":"Great~&nbsp;","listText":"Great~&nbsp;","text":"Great~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/196310041","repostId":"1187261016","repostType":4,"repost":{"id":"1187261016","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1621000005,"share":"https://ttm.financial/m/news/1187261016?lang=&edition=fundamental","pubTime":"2021-05-14 21:46","market":"us","language":"en","title":"U.S. senators expected to announce $52 bln chips funding deal -- sources","url":"https://stock-news.laohu8.com/highlight/detail?id=1187261016","media":"Reuters","summary":"May 14  - A bipartisan group of U.S. senators is expected to unveil a $52 billion proposal on Friday that would significantly boost U.S. semiconductor chip production and research over five years, sources briefed on the matter said.Senators Mark Kelly, John Cornyn, Mark Warner and Tom Cotton have been negotiating a compromise measure to address the issue in the face of rising Chinese semiconductor production and shortages impacting automakers and other U.S. industries. The chips funding is expec","content":"<p>May 14 (Reuters) - A bipartisan group of U.S. senators is expected to unveil a $52 billion proposal on Friday that would significantly boost U.S. semiconductor chip production and research over five years, sources briefed on the matter said.</p><p>Senators Mark Kelly, John Cornyn, Mark Warner and Tom Cotton have been negotiating a compromise measure to address the issue in the face of rising Chinese semiconductor production and shortages impacting automakers and other U.S. industries. The chips funding is expected to be included in a bill the Senate will take up next week on funding basic U.S. and advanced technology research. (Reporting by David Shepardson and Michael Martina)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. senators expected to announce $52 bln chips funding deal -- sources</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\">\nU.S. senators expected to announce $52 bln chips funding deal -- sources\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-05-14 21:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>May 14 (Reuters) - A bipartisan group of U.S. senators is expected to unveil a $52 billion proposal on Friday that would significantly boost U.S. semiconductor chip production and research over five years, sources briefed on the matter said.</p><p>Senators Mark Kelly, John Cornyn, Mark Warner and Tom Cotton have been negotiating a compromise measure to address the issue in the face of rising Chinese semiconductor production and shortages impacting automakers and other U.S. industries. The chips funding is expected to be included in a bill the Senate will take up next week on funding basic U.S. and advanced technology research. (Reporting by David Shepardson and Michael Martina)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","SSNLF":"三星电子","MU":"美光科技","QCOM":"高通","STM":"意法半导体","NVDA":"英伟达","AMD":"美国超微公司","NXPI":"恩智浦","ASML":"阿斯麦","INTC":"英特尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187261016","content_text":"May 14 (Reuters) - A bipartisan group of U.S. senators is expected to unveil a $52 billion proposal on Friday that would significantly boost U.S. semiconductor chip production and research over five years, sources briefed on the matter said.Senators Mark Kelly, John Cornyn, Mark Warner and Tom Cotton have been negotiating a compromise measure to address the issue in the face of rising Chinese semiconductor production and shortages impacting automakers and other U.S. industries. The chips funding is expected to be included in a bill the Senate will take up next week on funding basic U.S. and advanced technology research. (Reporting by David Shepardson and Michael Martina)","news_type":1},"isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9095189135,"gmtCreate":1644851150359,"gmtModify":1676533967951,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095189135","repostId":"1198659303","repostType":2,"repost":{"id":"1198659303","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":1644849356,"share":"https://ttm.financial/m/news/1198659303?lang=&edition=fundamental","pubTime":"2022-02-14 22:35","market":"us","language":"en","title":"Sea Shares Fell 13% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1198659303","media":"Tiger Newspress","summary":"Sea shares fell 13% in morning trading.The government of India banned its Garena Free Fire game for ","content":"<html><head></head><body><p>Sea shares fell 13% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/eb4fcfb6538e7f372c7801454eb08ef9\" tg-width=\"711\" tg-height=\"598\" referrerpolicy=\"no-referrer\"/>The government of India banned its Garena Free Fire game for download owing to security concerns of the game&#39;s code. Free Fire accounts for some 10% of Sea&#39;s gaming revenue according to some estimates, but gaming in general - and the optimistic assumptions built into its further growth - have been a key part of Sea&#39;s valuation.</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>Sea Shares Fell 13% 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\">\nSea Shares Fell 13% 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\">2022-02-14 22:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sea shares fell 13% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/eb4fcfb6538e7f372c7801454eb08ef9\" tg-width=\"711\" tg-height=\"598\" referrerpolicy=\"no-referrer\"/>The government of India banned its Garena Free Fire game for download owing to security concerns of the game&#39;s code. Free Fire accounts for some 10% of Sea&#39;s gaming revenue according to some estimates, but gaming in general - and the optimistic assumptions built into its further growth - have been a key part of Sea&#39;s valuation.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198659303","content_text":"Sea shares fell 13% in morning trading.The government of India banned its Garena Free Fire game for download owing to security concerns of the game's code. Free Fire accounts for some 10% of Sea's gaming revenue according to some estimates, but gaming in general - and the optimistic assumptions built into its further growth - have been a key part of Sea's valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125941007,"gmtCreate":1624643839209,"gmtModify":1703842722619,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PSFE\">$Paysafe Ltd(PSFE)$</a>Was lucky to buy 2 calls the day before the share price shot up. Happy with the profit although it would really be good if Tiger Broker could improve its platform's functionalities asap to accept Trail Sell order so that higher profits could be made.&nbsp;","listText":"<a href=\"https://laohu8.com/S/PSFE\">$Paysafe Ltd(PSFE)$</a>Was lucky to buy 2 calls the day before the share price shot up. Happy with the profit although it would really be good if Tiger Broker could improve its platform's functionalities asap to accept Trail Sell order so that higher profits could be made.&nbsp;","text":"$Paysafe Ltd(PSFE)$Was lucky to buy 2 calls the day before the share price shot up. Happy with the profit although it would really be good if Tiger Broker could improve its platform's functionalities asap to accept Trail Sell order so that higher profits could be made.","images":[{"img":"https://static.tigerbbs.com/435fd0b6164e1c30373063ab7db27024","width":"1080","height":"1691"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/125941007","isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9006147458,"gmtCreate":1641667197040,"gmtModify":1676533638034,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"htmlText":"Hope Tesla falls below $900 for me to start buying in","listText":"Hope Tesla falls below $900 for me to start buying in","text":"Hope Tesla falls below $900 for me to start buying in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006147458","repostId":"2201214004","repostType":4,"repost":{"id":"2201214004","pubTimestamp":1641604837,"share":"https://ttm.financial/m/news/2201214004?lang=&edition=fundamental","pubTime":"2022-01-08 09:20","market":"us","language":"en","title":"Want to Get Richer? 2 Top Growth Stocks to Buy and Hold","url":"https://stock-news.laohu8.com/highlight/detail?id=2201214004","media":"Motley Fool","summary":"As tempting as it may be, strategies built on market timing rarely work.","content":"<html><head></head><body><p>Warren Buffett once said that his favorite stock holding period is forever. Despite that advice, many investors tend to buy and sell quickly. In fact, the average holding period for shares on the <b>New York Stock Exchange</b> has trended downward over the last several decades, and it dropped below six months in June 2020.</p><p>So what? History tells us that whether the market is up or down in any given year is essentially a coin toss. In other words, if you&#39;re dipping in and out of stocks, you&#39;re not investing -- you&#39;re gambling. And there&#39;s nothing wrong with gambling, but if you&#39;re looking to build life-changing wealth, you&#39;re better off taking a buy-and-hold approach. A long-term mindset helps you avoid short-term volatility and it gives your investment theses time to play out.</p><p>Two stocks that could benefit an investor using a buy-and-hold approach are <b>Tesla</b> (NASDAQ:TSLA) and <b>Zscaler</b> (NASDAQ:ZS). Each has great potential to make you richer in the long run. Here&#39;s what you should know.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b7755ea2b8be302b03c4454fb738f44\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>1. Tesla</h2><p>CEO Elon Musk has often said manufacturing efficiency would be Tesla&#39;s long-term advantage, and the company is making good on that notion. Its theoretical annual production capacity now exceeds 1 million electric vehicles (EVs), and despite headwinds created by chip shortages, Tesla delivered over 936,000 vehicles in 2021, up 87% from the prior year.</p><p>More importantly, as production capacity has scaled in both the U.S. and China, Tesla&#39;s cost per vehicle has fallen, dropping 55% between 2017 and the first quarter of 2021. That efficiency is due in part to Tesla&#39;s 2170 battery cell, a technology that Musk has called &#34;the highest energy density cell in the world, and also the cheapest.&#34; To that end, Tesla pays an estimated $187 per kilowatt-hour (kWh) for its battery packs -- the most expensive part of an EV. That&#39;s 24% lower than the industry average and 10% lower than the next-closest competitor.</p><p>Additionally, through November 2021, Tesla held 13.7% market share in terms of EV sales, easily besting the second-place EV manufacturer <b>BYD</b>, which captured 9% market share. Collectively, the company&#39;s improving efficiency and its dominant position have translated into impressive financial results on both the top and bottom lines.</p><table><thead><tr><th><p>Metric</p></th><th><p>Q3 2019</p></th><th><p>Q3 2021</p></th><th><p>CAGR</p></th></tr></thead><tbody><tr><td width=\"156\"><p>Revenue (TTM)</p></td><td width=\"156\"><p>$24.4 million</p></td><td width=\"156\"><p>$46.9 billion</p></td><td width=\"156\"><p>39%</p></td></tr><tr><td width=\"156\"><p>Free cash flow (TTM)</p></td><td width=\"156\"><p>$873 million</p></td><td width=\"156\"><p>$2.6 billion</p></td><td width=\"156\"><p>71%</p></td></tr></tbody></table><p>Data source: YCharts. TTM = trailing 12 months. CAGR = compound annual growth rate.</p><p>Despite Tesla&#39;s past success, I think the company&#39;s best days are yet to come. Production of the Tesla Semi (a semi-tractor trailer) is slated to start in 2022, and the trucking industry is ripe for disruption. The company also plans to integrate its new 4680 battery cell into vehicles this year, a technology that should reinforce its current cost advantages. Specifically, management believes the 4680 battery cell will cut the cost per kWh by 56% and boost EV range by 54%.</p><p>Further down the road, Tesla aims to launch an autonomous ride-hailing service, a market that ARK Invest analysts value at $1.2 trillion by 2030. While Tesla&#39;s full self-driving software is still in the works, Musk has hinted that the company would have a fully autonomous $25,000 EV in late 2023 or 2024. But even if Tesla misses that target, the company still appears to have a big head start in the race to build a self-driving car. That&#39;s why I plan to hold this stock forever.</p><h2>2. Zscaler</h2><p>Zscaler specializes in cybersecurity. Its cloud platform, the Zero Trust Exchange, is spread across 150 data centers, creating a global network that is fast, safe, and reliable. This distributed architecture, known as a secure access service edge (SASE), allows clients to access corporate resources from any device or location, while also eliminating the IT burden of buying and managing on-site hardware. In short, Zscaler is the new corporate network.</p><p>Specifically, Zscaler Private Access (ZPA) safeguards internally managed resources, like software hosted in a private data center; and Zscaler Internet Access (ZIA) offers the same protection for externally managed resources, such as applications hosted in the public cloud. More recently, the company expanded its offering with Zscaler Digital <a href=\"https://laohu8.com/S/EXP.AU\">Experience</a> (ZDX), an infrastructure performance monitoring solution, and Zscaler Cloud Protection (ZCP), a suite of tools that allows clients to secure cloud workloads.</p><p>Collectively, those products fuel digital transformation, keeping corporate networks secure no matter whether the information is stored on-site or in the cloud, nor whether it&#39;s accessed by employees in the office or those working remotely. To that end, research firm <b>Gartner</b> believes 60% of enterprises will have plans in place to adopt SASE networks by 2025, up from just 10% in 2020.</p><p>More importantly, Gartner has recognized Zscaler as the industry leader for 10 consecutive years, and that advantage has been a powerful growth driver for this cybersecurity company.</p><table><thead><tr><th><p>Metric</p></th><th><p>Q1 2020</p></th><th><p>Q1 2022</p></th><th><p>CAGR</p></th></tr></thead><tbody><tr><td width=\"156\"><p>Revenue (TTM)</p></td><td width=\"156\"><p>$333.1 million</p></td><td width=\"156\"><p>$761.0 million</p></td><td width=\"156\"><p>51%</p></td></tr><tr><td width=\"156\"><p>Free cash flow (TTM)</p></td><td width=\"156\"><p>$33.5 million</p></td><td width=\"156\"><p>$184.9 million</p></td><td width=\"156\"><p>135%</p></td></tr></tbody></table><p>Data source: YCharts. TTM = trailing 12 months. CAGR = compound annual growth rate. Note: Q1 2022 ended Oct. 31, 2021.</p><p>Going forward, Zscaler has plenty of room to grow its business. The company currently serves 5,600 clients, comprising 26 million paid seats. But management puts the near-term opportunity at 335 million seats, which brings the company&#39;s addressable market to $72 billion. However, Zscaler could extend its services to smaller businesses (fewer than 2,000 employees), which would push its opportunity above 600 million seats.</p><p>More broadly, as the best-in-class network security solution, the company should see strong demand in the coming years as more enterprises seek to protect their sensitive data. That&#39;s why this growth stock looks like a smart buy for long-term investors.</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>Want to Get Richer? 2 Top Growth Stocks to Buy and Hold</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\">\nWant to Get Richer? 2 Top Growth Stocks to Buy and Hold\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-08 09:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/07/want-get-richer-top-growth-stocks-to-buy-and-hold/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett once said that his favorite stock holding period is forever. Despite that advice, many investors tend to buy and sell quickly. In fact, the average holding period for shares on the New ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/07/want-get-richer-top-growth-stocks-to-buy-and-hold/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1511":"疑似财技股","ZS":"Zscaler Inc.","TSLA":"特斯拉","BK1117":"系统软件"},"source_url":"https://www.fool.com/investing/2022/01/07/want-get-richer-top-growth-stocks-to-buy-and-hold/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201214004","content_text":"Warren Buffett once said that his favorite stock holding period is forever. Despite that advice, many investors tend to buy and sell quickly. In fact, the average holding period for shares on the New York Stock Exchange has trended downward over the last several decades, and it dropped below six months in June 2020.So what? History tells us that whether the market is up or down in any given year is essentially a coin toss. In other words, if you're dipping in and out of stocks, you're not investing -- you're gambling. And there's nothing wrong with gambling, but if you're looking to build life-changing wealth, you're better off taking a buy-and-hold approach. A long-term mindset helps you avoid short-term volatility and it gives your investment theses time to play out.Two stocks that could benefit an investor using a buy-and-hold approach are Tesla (NASDAQ:TSLA) and Zscaler (NASDAQ:ZS). Each has great potential to make you richer in the long run. Here's what you should know.Image source: Getty Images.1. TeslaCEO Elon Musk has often said manufacturing efficiency would be Tesla's long-term advantage, and the company is making good on that notion. Its theoretical annual production capacity now exceeds 1 million electric vehicles (EVs), and despite headwinds created by chip shortages, Tesla delivered over 936,000 vehicles in 2021, up 87% from the prior year.More importantly, as production capacity has scaled in both the U.S. and China, Tesla's cost per vehicle has fallen, dropping 55% between 2017 and the first quarter of 2021. That efficiency is due in part to Tesla's 2170 battery cell, a technology that Musk has called \"the highest energy density cell in the world, and also the cheapest.\" To that end, Tesla pays an estimated $187 per kilowatt-hour (kWh) for its battery packs -- the most expensive part of an EV. That's 24% lower than the industry average and 10% lower than the next-closest competitor.Additionally, through November 2021, Tesla held 13.7% market share in terms of EV sales, easily besting the second-place EV manufacturer BYD, which captured 9% market share. Collectively, the company's improving efficiency and its dominant position have translated into impressive financial results on both the top and bottom lines.MetricQ3 2019Q3 2021CAGRRevenue (TTM)$24.4 million$46.9 billion39%Free cash flow (TTM)$873 million$2.6 billion71%Data source: YCharts. TTM = trailing 12 months. CAGR = compound annual growth rate.Despite Tesla's past success, I think the company's best days are yet to come. Production of the Tesla Semi (a semi-tractor trailer) is slated to start in 2022, and the trucking industry is ripe for disruption. The company also plans to integrate its new 4680 battery cell into vehicles this year, a technology that should reinforce its current cost advantages. Specifically, management believes the 4680 battery cell will cut the cost per kWh by 56% and boost EV range by 54%.Further down the road, Tesla aims to launch an autonomous ride-hailing service, a market that ARK Invest analysts value at $1.2 trillion by 2030. While Tesla's full self-driving software is still in the works, Musk has hinted that the company would have a fully autonomous $25,000 EV in late 2023 or 2024. But even if Tesla misses that target, the company still appears to have a big head start in the race to build a self-driving car. That's why I plan to hold this stock forever.2. ZscalerZscaler specializes in cybersecurity. Its cloud platform, the Zero Trust Exchange, is spread across 150 data centers, creating a global network that is fast, safe, and reliable. This distributed architecture, known as a secure access service edge (SASE), allows clients to access corporate resources from any device or location, while also eliminating the IT burden of buying and managing on-site hardware. In short, Zscaler is the new corporate network.Specifically, Zscaler Private Access (ZPA) safeguards internally managed resources, like software hosted in a private data center; and Zscaler Internet Access (ZIA) offers the same protection for externally managed resources, such as applications hosted in the public cloud. More recently, the company expanded its offering with Zscaler Digital Experience (ZDX), an infrastructure performance monitoring solution, and Zscaler Cloud Protection (ZCP), a suite of tools that allows clients to secure cloud workloads.Collectively, those products fuel digital transformation, keeping corporate networks secure no matter whether the information is stored on-site or in the cloud, nor whether it's accessed by employees in the office or those working remotely. To that end, research firm Gartner believes 60% of enterprises will have plans in place to adopt SASE networks by 2025, up from just 10% in 2020.More importantly, Gartner has recognized Zscaler as the industry leader for 10 consecutive years, and that advantage has been a powerful growth driver for this cybersecurity company.MetricQ1 2020Q1 2022CAGRRevenue (TTM)$333.1 million$761.0 million51%Free cash flow (TTM)$33.5 million$184.9 million135%Data source: YCharts. TTM = trailing 12 months. CAGR = compound annual growth rate. Note: Q1 2022 ended Oct. 31, 2021.Going forward, Zscaler has plenty of room to grow its business. The company currently serves 5,600 clients, comprising 26 million paid seats. But management puts the near-term opportunity at 335 million seats, which brings the company's addressable market to $72 billion. However, Zscaler could extend its services to smaller businesses (fewer than 2,000 employees), which would push its opportunity above 600 million seats.More broadly, as the best-in-class network security solution, the company should see strong demand in the coming years as more enterprises seek to protect their sensitive data. That's why this growth stock looks like a smart buy for long-term investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098883238,"gmtCreate":1644083402654,"gmtModify":1676533888635,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"htmlText":"Possible to buy at $8 then","listText":"Possible to buy at $8 then","text":"Possible to buy at $8 then","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098883238","repostId":"1196927717","repostType":4,"repost":{"id":"1196927717","pubTimestamp":1644033090,"share":"https://ttm.financial/m/news/1196927717?lang=&edition=fundamental","pubTime":"2022-02-05 11:51","market":"us","language":"en","title":"Palantir: Red Flag Or Opportunity?","url":"https://stock-news.laohu8.com/highlight/detail?id=1196927717","media":"Seeking Alpha","summary":"SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.</li><li>Revenue growth in Palantir’s core client cohort slowed to 20% annualized through the first three quarters of 2021 compared to 2020.</li><li>During 2021, Palantir fundamentally transformed its go-to-market strategy. The company is now using its cash to aggressively invest in other companies (Investees) who agree to purchase Palantir’s software.</li><li>Management continues to guide for 30% sales growth through mid-decade. However, Palantir’s 3-phase business model hints at sales trending lower excluding its Investee sales.</li><li>Palantir offers extraordinary long-term growth potential which should place it on the watchlist of all growth investors. The investment case rests on the fulcrum between opportunity and red flags.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd7a77abaec0ea0aa58eebb9ce4b9606\" tg-width=\"1536\" tg-height=\"1187\" width=\"100%\" height=\"auto\"/><span>agawa288/iStock via Getty Images</span></p><p>I am assigning Palantir (NYSE:PLTR) a neutral risk/reward rating as the long-term growth opportunity is counterbalanced by near-term red flags. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, a number of notable red flags warrant caution. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error.</p><p><b>Risk/Reward Rating: Neutral</b></p><p>Palantir has an unusual business model compared to its peers in the enterprise software sector in regard to how it acquires and grows its customer base. The company categorizes its customers according to three phases of development or cohorts: (1) Acquire, (2) Expand, and (3) Scale. While they are generic terms that are applicable to all businesses, they are unique in the case of Palantir due to how the company approaches its customers.</p><p><b>Customer Detail</b></p><p>Palantir defines a customer in the Acquire cohort as one that has generated less than $100,000 of revenue as of year-end while being unprofitable to Palantir. The Expand cohort is characterized by a customer that generated more than $100,000 of sales yet remained unprofitable. Finally, the Scale cohort is defined as a customer that has generated more than $100,000 of revenue while being a profitable relationship for Palantir during the year.</p><p>The following tables were compiled from Palantir’s Q3 2021 10-Q filed with the SEC. The first table displays Palantir’s 2020 sales from each of the client cohorts which were categorized at the end of 2020 (2020 Revenue). In the 2021 Annualized column, you will find the sales of each of these 2020 customer cohorts through Q3 2021 annualized. In the second set of tables, I have compiled key details regarding Palantir’s largest customers over the past twelve months, as well as critical details pertaining to customers that are new to Palantir in 2021 which are not yet assigned to a cohort. Cohort categorization occurs at the end of each year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e38ee31a1d6e826d2d02216e39ac570\" tg-width=\"640\" tg-height=\"151\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4dc61112528e104ef0d3a8dc80f89d1\" tg-width=\"581\" tg-height=\"481\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>For ease of comparison, I have color-coded the information that is related. One of the dominant realities for Palantir is its concentrated customer base, which is highlighted in blue. Palantir has only 203 customers, with the top 20 accounting for 58% of sales.</p><p>By definition, Palantir’s largest customers are in the Scale cohort. Through the first three quarters of 2021, the Scale cohort (categorized as such at the end of 2020) is growing at an annualized rate of 20%. Given that this group accounts for 86% of Palantir’s revenue, it will be challenging to move the sales growth needle materially above 20% without explosive growth from the other two cohorts or a material acceleration from the Scale cohort. It should be noted that management is guiding to 30% annual sales growth through mid-decade.</p><p>The 2020 year-end Acquire and Expand cohorts are highlighted in yellow in the upper table. New customers in 2021 will not be assigned to a cohort until the year-end Palantir report. I have highlighted the pertinent 2021 new customer data in yellow for easy comparison to the 2020 Acquire and Expand customer cohorts. I view the 2021 new customer sales performance excluding sales to Investees to be a sustainable core growth rate. The Investee customer acquisition strategy is extraordinarily unusual and carries an exceedingly high capital risk which introduces reputational and, therefore, brand risk.</p><p>Please note that Investee here refers to customers that Palantir has purchased the stock of in return for the Investee using Palantir’s software. Meaning, the revenue from Investees is a reciprocation of Palantir investing in the shares of these customers. In this respect, these are not arm’s-length transactions. I believe the new client numbers excluding sales to Investees is an important data point for ascertaining a purely market-based new customer growth rate.</p><p>Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021 compared to the $20.6 million of sales from the Acquire and Expand cohorts of 2020. While this is not a perfect comparison for sales growth from new customers, it is a fair estimation. As a result, Palantir appears to be trending toward an underlying sales growth rate closer to 20% than the company’s 30% sales growth guidance through mid-decade.</p><p><b>Investees</b></p><p>It is important to step back and review Palantir’s investments in Investees as this is an extraordinarily unusual go-to-market strategy for customer acquisition. The above numbers, which suggest revenue growth is trending toward 20%, place Palantir’s use of its balance sheet cash to fund new customers in a new light. The following tables were compiled from Palantir’s Q3 2021 10-Q. The first table lists companies that Palantir has funded as of the end of Q3 2021. The second table displays Palantir’s investment commitments to new companies that are not yet funded.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dda111182479c1fbaddc642369e4bd3\" tg-width=\"640\" tg-height=\"264\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have conducted a cursory review of each of the above companies. The common theme is that they are all early-stage companies in the most popular growth sectors. These sectors include EVs, robotics, flying electric vehicles, satellite services and drug discovery. None of the Investees appears to offer enough appreciation potential in its own right to move the needle materially for Palantir’s valuation. Palantir’s ownership stake ranges from 0.4% to 1.6%.</p><p>It remains unclear how much of each company’s funding can be spent on Palantir’s software. Furthermore, it is not clear if the $19 million of revenue through Q3 2021 from these companies is sustainable.</p><p>I have highlighted in blue Palantir’s total investment of $150 million in the seven companies. The yellow highlighted cell represents the current valuation of the investments. Palantir is now down approximately $64 million on these seven companies alone. This highlights an extreme risk for this method of customer acquisition as the capital losses to date dwarf the revenue generated. There are other private company investments not listed above, however, Palantir does not break out the details. They are included in other assets on Palantir’s balance sheet which amounted to $116 million as of Q3 2021.</p><p>The following table displays Palantir’s commitments to invest in new companies as of Q3 2021. I have highlighted in yellow the two companies that Palantir funded subsequent to the end of Q3 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e06664e25242d0bacb6f2a64a7a80228\" tg-width=\"640\" tg-height=\"526\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in blue the total funding commitment for new investments as of Q3 2021. This is $252 million on top of the $150 million completed prior to the end of Q3. While I have not looked into these particular companies, they appear similar to the first seven investments reviewed above. Meaning, they appear to carry extreme capital risk with upside potential that is likely to be minimal when compared to the valuation upside inherent in Palantir’s software business. It should be noted that recent valuations were extreme and continue to contract rapidly. As a result, the timing risk for capital loss is also heightened by making the investments at the top of the VC/IPO cycle.</p><p><b>Financial Performance</b></p><p>Turning to Palantir’s recent performance, I have chosen to view sales growth excluding the Investees as this is the most likely sustainable growth trajectory. The following table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC. I made an adjustment by removing Investee revenue to arrive at a net revenue figure.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b09c2f2aada9cb30c8b720be23d096e2\" tg-width=\"640\" tg-height=\"156\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in yellow the 29% revenue growth in Q3 2021 after removing the Investee revenue. Investees added 6.5% to growth in Q3. Year-to-date, the Investee revenue accounted for 1.7% revenue growth. The 29% growth rate is already decelerating beneath the company’s 30% growth guidance through mid-decade. Keep in mind that the Investee revenue stream will grow with additional funding of Palantir’s investment commitments. Regardless, growth is decelerating rapidly at 29% in Q3 compared to 41% year-to-date excluding these non-arm’s-length sales.</p><p><b>Geographic &amp; Segment Sales</b></p><p>The sales slowdown is being led by France, which contracted 22% through the first three quarters of 2021 (highlighted in orange below). It should be noted that Palantir has had a material relationship with Airbus and the airline industry. This could be a negative read through for an important client and industry. While the US remained the best performer in Q3 2021, growth is slowing rapidly as is evidenced by the blue highlighted cells below. The table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b19bc17658ff1b951eec789ec95deddd\" tg-width=\"640\" tg-height=\"314\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In addition to France, the rest of the world is also slowing rapidly, from 45% through the first nine months of the year to 20% in Q3 2021. Please note that these are reported sales without any adjustments. The following table was compiled from the same SEC filing and highlights that the large sales slowdown in Q3 occurred in the Government segment. Please keep in mind that the Investee revenue is included in the figures below and added approximately 6.5% to the Q3 growth rate in the Commercial segment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a553cc3913c2af281262da7b15bdc3c\" tg-width=\"640\" tg-height=\"278\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In summary, the Commercial segment is growing revenue rather steadily, approximately 29% excluding the Investee revenue. However, the Government segment is decelerating rapidly, from 57% through the first nine months of 2021 to 34% in Q3.</p><p><b>Gross Profit &amp; KPI</b></p><p>Palantir’s unusual customer acquisition strategy predates the shift to Investees. The company’s sales and marketing expenses appear to be quite similar to the cost of goods sold for other companies. This is the case because Palantir offers prospective customers free pilot programs as opposed to requiring payment upfront for use of its software. Sales and marketing personnel execute the pilot programs and coordinate solution development in order to generate sales. The following quote from the Q3 2021 10-Q summarizes the situation:</p><blockquote>Sales and marketing costs primarily include salaries, stock-based compensation expense, and benefits for our sales force and personnel involved in executing on pilots and customer growth activities...</blockquote><p>As a result, I view the sales and marketing expense in the case of Palantir to be a cost of goods sold and reduction to gross margin. While this categorization does not affect the bottom line, it does serve to place the reported 78% gross margin in context.</p><p>I believe this perspective on sales and marketing expense is helpful in thinking about Palantir’s business model in relation to other companies and relative valuations that rely on gross profit margins. The following table was compiled from Palantir’s Q3 2021 10-Q and displays the reported cost of revenue and sales and marketing expense adjusted by removing the related stock-based compensation expense from each line item.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55c5e5fcea6102ca9d0542c130ee1d15\" tg-width=\"640\" tg-height=\"501\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>Notice that the adjusted gross profit growth has slowed considerably to 25% in Q3 (highlighted in blue in the lower portion of the table) compared to 59% through the first nine months of 2021 (highlighted in yellow). The cost of sales is rising rapidly in Q3 2021 compared to the first nine months of the year.</p><p>Palantir utilizes one KPI or Key Performance Indicator to judge performance and inform decision-making, which is referred to as Contribution Margin. It is similar to my adjusted gross margin figure above as can be seen in the following table compiled from Palantir’s Q3 2021 10-Q.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cc4e966e16c27ea17f99ccb08a18957\" tg-width=\"640\" tg-height=\"281\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>Notice that the contribution row is remarkably similar to my adjusted gross profit row in the previous table. Additionally, the growth rate deceleration is similar, as can be seen in the highlighted cells. While 37% is materially different from my estimate of 25% growth, the step change lower from 64% is of similar amplitude.</p><p><b>Operating Income</b></p><p>Turning to operating income, I have adjusted the reported figures once again by removing stock option-related expenses as well as one-off expenses pertaining to the direct listing IPO in 2020. The overriding message is once again one of rapid deceleration. The following table was compiled from the same SEC filing and displays operating expenses excluding sales and marketing expenses, as well as my adjusted operating income estimate.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5f344c289a598ec7824067b39c04f09\" tg-width=\"640\" tg-height=\"479\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In the lower section of the table, notice the incredible deceleration in adjusted operating income to 40% growth in Q3 of 2021 compared to 266% growth through the first nine months of the year. General and administrative expenses accelerated rapidly in Q3 2021, while Palantir materially reduced research and development investment to just 5% growth in Q3.</p><p>The research and development investment slowdown could be a negative read through for sales growth as R&amp;D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale. As customer needs are identified by sales and marketing, research and development expenses should respond to increased future sales potential. This does not appear to be happening at the moment.</p><p>As of Q3 2021, Palantir is annualizing at an adjusted operating income run rate of approximately $300 to $320 million, or about $.16 per share. This is a before-tax operating income figure. The primary takeaway from the operating income front is that profitability is slowing rapidly. This provides additional color for the unusual Investee customer acquisition strategy being deployed.</p><p><b>Consensus Growth Estimates</b></p><p>If Palantir is producing at a $320 million adjusted annual operating income run rate and it was taxed at a normalized 25% rate, the current earnings power would be in the $240 million range or $.12 per diluted share. With this information and the growth deceleration outlined above, we can begin to put consensus earnings estimates into context. The following table was compiled from Seeking Alpha and displays consensus earnings and revenue estimates through 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/022fd2d18964776a3e20294c7917548f\" tg-width=\"640\" tg-height=\"241\" width=\"100%\" height=\"auto\"/><span>Source: Seeking Alpha. Created by Brian Kapp, stoxdox</span></p><p>I have highlighted the 2022 consensus estimates for earnings and sales growth. Notice that the 39% consensus earnings growth estimate for 2022 is in line with the 40% operating income growth posted in Q3 of 2021. Additionally, the sales growth estimate of 30% is just above the 29% adjusted sales growth in Q3 2021 excluding sales to Investees.</p><p>The 39% earnings growth expected for 2022 appears to be at material risk of being too high given the rapid slowdown in operating income to 40% in Q3 2021 compared to 266% through the first nine months of the year. This trajectory would likely place earnings growth for 2022 well below 39%.</p><p>The 30% sales growth estimate for 2022 looks to be achievable given Palantir’s aggressive investment strategy in regard to Investees who then purchase Palantir software. I believe the market will tend to discount Investee sales as I have. Excluding these sales, the revenue growth trajectory appears to be trending closer to 20% than 30% for 2022, which opens the door to further growth disappointment.</p><p>Looking to consensus estimates for 2023, the expected growth rates are remarkably similar to 2022. This straight-line growth forecast through 2023 adds to the risk that consensus estimates could be too high over the coming years. The current trajectory points to growth materially below that expected for 2022 and 2023.</p><p><b>Valuation</b></p><p>Palantir is trading at 87x the consensus earnings estimate for 2021 and 62x that for 2022. Please keep in mind that these are non-GAAP (generally accepted accounting principles) earnings estimates. On a GAAP basis, Palantir continues to produce at a loss. The reported loss in Q3 2021 was $92 million and was $352 million through the first nine months of 2021.</p><p>Using the non-GAAP earnings estimates, 87x current year earnings and 62x forward earnings are extreme valuations from a historical market perspective. That said, they are within the realm of possibility for a growth stock in recent years. When viewed against Palantir’s rapidly slowing sales and operating income growth rates, as well as the heightened risk that consensus estimates may be too high, the current valuation multiples on consensus estimates offer little margin for error.</p><p>On the sales front, Palantir is valued at 17x the consensus 2021 revenue estimate and 13x that for 2022. These are extreme price-to-sales multiples for a large-cap company from a historical perspective. My estimate of core sales growth trending toward 20% excluding Investee revenue suggests that these valuation multiples on sales also offer little margin for error.</p><p>The valuation risks are further elevated when combined with the rapidly slowing operating income growth. Furthermore, as can be seen in my adjusted gross margin figure growing at 25% as of Q3 2021, the Palantir business model may not be supportive of a historically extreme price-to-sales valuation.</p><p><b>Technicals</b></p><p>While the fundamental backdrop points toward little margin for error and subdued excess return potential, the technical setup suggests more meaningful upside return potential. The following 3-year weekly chart offers a bird’s eye view of the potential technical return spectrum. I have highlighted the key resistance levels with orange horizontal lines and the primary support level with a green line.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9aaa4f2a36fa507e420c9353d0cd91c\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/><span>Palantir 3-year weekly chart. (Created by Brian Kapp using a chart from Barchart.com)</span></p><p>The return potential to the nearest resistance levels of $19 and $22 is 43% and 65%, respectively. On the downside, the nearest support lies at the IPO price range near $10. The downside return potential to this level is -25%. It should be noted that Palantir’s short trading history of 16 months limits the usefulness of technical analysis. Additionally, with no trading history beneath the IPO price, it is unclear where support will be found if the $10 level is breached to the downside.</p><p>To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate. This valuation is twice that of the current market averages and would place Palantir shares at $8. This represents -40% downside risk from current levels.</p><p>If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility. To estimate the downside risk potential if estimates are too high, I apply the same 40x non-GAAP earnings to my estimate of Palantir’s current annual run rate for fully-taxed, non-GAAP profitability. If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021) on top of my estimate of $.12 for the current annual run rate of adjusted earnings after tax, the shares could trade down to $6. This would represent downside risk of -55%.</p><p>The following daily chart provides a closer look at the technical backdrop.</p><p><img src=\"https://static.tigerbbs.com/fa32fdab79f60368696ab122ff81b60a\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/></p><p>The technical picture suggests heavy resistance between $19 and $22. Given the unrelenting downtrend over the past three months, a near-term bounce is likely. That said, the upside technical potential combined with the downside fundamental potential leaves the shares with a balanced potential return spectrum of 65% to -55% over the near term.</p><p><b>Summary</b></p><p>All told, Palantir should be placed on the watchlist for high-risk growth investors. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, with notable red flags in the mix, caution is in order. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error. The resulting symmetry between risk and reward results in a neutral rating.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Red Flag Or Opportunity?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Red Flag Or Opportunity?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.Revenue growth in Palantir’s core client cohort slowed to 20% annualized ...</p>\n\n<a href=\"https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196927717","content_text":"SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.Revenue growth in Palantir’s core client cohort slowed to 20% annualized through the first three quarters of 2021 compared to 2020.During 2021, Palantir fundamentally transformed its go-to-market strategy. The company is now using its cash to aggressively invest in other companies (Investees) who agree to purchase Palantir’s software.Management continues to guide for 30% sales growth through mid-decade. However, Palantir’s 3-phase business model hints at sales trending lower excluding its Investee sales.Palantir offers extraordinary long-term growth potential which should place it on the watchlist of all growth investors. The investment case rests on the fulcrum between opportunity and red flags.agawa288/iStock via Getty ImagesI am assigning Palantir (NYSE:PLTR) a neutral risk/reward rating as the long-term growth opportunity is counterbalanced by near-term red flags. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, a number of notable red flags warrant caution. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error.Risk/Reward Rating: NeutralPalantir has an unusual business model compared to its peers in the enterprise software sector in regard to how it acquires and grows its customer base. The company categorizes its customers according to three phases of development or cohorts: (1) Acquire, (2) Expand, and (3) Scale. While they are generic terms that are applicable to all businesses, they are unique in the case of Palantir due to how the company approaches its customers.Customer DetailPalantir defines a customer in the Acquire cohort as one that has generated less than $100,000 of revenue as of year-end while being unprofitable to Palantir. The Expand cohort is characterized by a customer that generated more than $100,000 of sales yet remained unprofitable. Finally, the Scale cohort is defined as a customer that has generated more than $100,000 of revenue while being a profitable relationship for Palantir during the year.The following tables were compiled from Palantir’s Q3 2021 10-Q filed with the SEC. The first table displays Palantir’s 2020 sales from each of the client cohorts which were categorized at the end of 2020 (2020 Revenue). In the 2021 Annualized column, you will find the sales of each of these 2020 customer cohorts through Q3 2021 annualized. In the second set of tables, I have compiled key details regarding Palantir’s largest customers over the past twelve months, as well as critical details pertaining to customers that are new to Palantir in 2021 which are not yet assigned to a cohort. Cohort categorization occurs at the end of each year.Source: Created by Brian Kapp, stoxdoxSource: Created by Brian Kapp, stoxdoxFor ease of comparison, I have color-coded the information that is related. One of the dominant realities for Palantir is its concentrated customer base, which is highlighted in blue. Palantir has only 203 customers, with the top 20 accounting for 58% of sales.By definition, Palantir’s largest customers are in the Scale cohort. Through the first three quarters of 2021, the Scale cohort (categorized as such at the end of 2020) is growing at an annualized rate of 20%. Given that this group accounts for 86% of Palantir’s revenue, it will be challenging to move the sales growth needle materially above 20% without explosive growth from the other two cohorts or a material acceleration from the Scale cohort. It should be noted that management is guiding to 30% annual sales growth through mid-decade.The 2020 year-end Acquire and Expand cohorts are highlighted in yellow in the upper table. New customers in 2021 will not be assigned to a cohort until the year-end Palantir report. I have highlighted the pertinent 2021 new customer data in yellow for easy comparison to the 2020 Acquire and Expand customer cohorts. I view the 2021 new customer sales performance excluding sales to Investees to be a sustainable core growth rate. The Investee customer acquisition strategy is extraordinarily unusual and carries an exceedingly high capital risk which introduces reputational and, therefore, brand risk.Please note that Investee here refers to customers that Palantir has purchased the stock of in return for the Investee using Palantir’s software. Meaning, the revenue from Investees is a reciprocation of Palantir investing in the shares of these customers. In this respect, these are not arm’s-length transactions. I believe the new client numbers excluding sales to Investees is an important data point for ascertaining a purely market-based new customer growth rate.Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021 compared to the $20.6 million of sales from the Acquire and Expand cohorts of 2020. While this is not a perfect comparison for sales growth from new customers, it is a fair estimation. As a result, Palantir appears to be trending toward an underlying sales growth rate closer to 20% than the company’s 30% sales growth guidance through mid-decade.InvesteesIt is important to step back and review Palantir’s investments in Investees as this is an extraordinarily unusual go-to-market strategy for customer acquisition. The above numbers, which suggest revenue growth is trending toward 20%, place Palantir’s use of its balance sheet cash to fund new customers in a new light. The following tables were compiled from Palantir’s Q3 2021 10-Q. The first table lists companies that Palantir has funded as of the end of Q3 2021. The second table displays Palantir’s investment commitments to new companies that are not yet funded.Source: Created by Brian Kapp, stoxdoxI have conducted a cursory review of each of the above companies. The common theme is that they are all early-stage companies in the most popular growth sectors. These sectors include EVs, robotics, flying electric vehicles, satellite services and drug discovery. None of the Investees appears to offer enough appreciation potential in its own right to move the needle materially for Palantir’s valuation. Palantir’s ownership stake ranges from 0.4% to 1.6%.It remains unclear how much of each company’s funding can be spent on Palantir’s software. Furthermore, it is not clear if the $19 million of revenue through Q3 2021 from these companies is sustainable.I have highlighted in blue Palantir’s total investment of $150 million in the seven companies. The yellow highlighted cell represents the current valuation of the investments. Palantir is now down approximately $64 million on these seven companies alone. This highlights an extreme risk for this method of customer acquisition as the capital losses to date dwarf the revenue generated. There are other private company investments not listed above, however, Palantir does not break out the details. They are included in other assets on Palantir’s balance sheet which amounted to $116 million as of Q3 2021.The following table displays Palantir’s commitments to invest in new companies as of Q3 2021. I have highlighted in yellow the two companies that Palantir funded subsequent to the end of Q3 2021.Source: Created by Brian Kapp, stoxdoxI have highlighted in blue the total funding commitment for new investments as of Q3 2021. This is $252 million on top of the $150 million completed prior to the end of Q3. While I have not looked into these particular companies, they appear similar to the first seven investments reviewed above. Meaning, they appear to carry extreme capital risk with upside potential that is likely to be minimal when compared to the valuation upside inherent in Palantir’s software business. It should be noted that recent valuations were extreme and continue to contract rapidly. As a result, the timing risk for capital loss is also heightened by making the investments at the top of the VC/IPO cycle.Financial PerformanceTurning to Palantir’s recent performance, I have chosen to view sales growth excluding the Investees as this is the most likely sustainable growth trajectory. The following table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC. I made an adjustment by removing Investee revenue to arrive at a net revenue figure.Source: Created by Brian Kapp, stoxdoxI have highlighted in yellow the 29% revenue growth in Q3 2021 after removing the Investee revenue. Investees added 6.5% to growth in Q3. Year-to-date, the Investee revenue accounted for 1.7% revenue growth. The 29% growth rate is already decelerating beneath the company’s 30% growth guidance through mid-decade. Keep in mind that the Investee revenue stream will grow with additional funding of Palantir’s investment commitments. Regardless, growth is decelerating rapidly at 29% in Q3 compared to 41% year-to-date excluding these non-arm’s-length sales.Geographic & Segment SalesThe sales slowdown is being led by France, which contracted 22% through the first three quarters of 2021 (highlighted in orange below). It should be noted that Palantir has had a material relationship with Airbus and the airline industry. This could be a negative read through for an important client and industry. While the US remained the best performer in Q3 2021, growth is slowing rapidly as is evidenced by the blue highlighted cells below. The table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC.Source: Created by Brian Kapp, stoxdoxIn addition to France, the rest of the world is also slowing rapidly, from 45% through the first nine months of the year to 20% in Q3 2021. Please note that these are reported sales without any adjustments. The following table was compiled from the same SEC filing and highlights that the large sales slowdown in Q3 occurred in the Government segment. Please keep in mind that the Investee revenue is included in the figures below and added approximately 6.5% to the Q3 growth rate in the Commercial segment.Source: Created by Brian Kapp, stoxdoxIn summary, the Commercial segment is growing revenue rather steadily, approximately 29% excluding the Investee revenue. However, the Government segment is decelerating rapidly, from 57% through the first nine months of 2021 to 34% in Q3.Gross Profit & KPIPalantir’s unusual customer acquisition strategy predates the shift to Investees. The company’s sales and marketing expenses appear to be quite similar to the cost of goods sold for other companies. This is the case because Palantir offers prospective customers free pilot programs as opposed to requiring payment upfront for use of its software. Sales and marketing personnel execute the pilot programs and coordinate solution development in order to generate sales. The following quote from the Q3 2021 10-Q summarizes the situation:Sales and marketing costs primarily include salaries, stock-based compensation expense, and benefits for our sales force and personnel involved in executing on pilots and customer growth activities...As a result, I view the sales and marketing expense in the case of Palantir to be a cost of goods sold and reduction to gross margin. While this categorization does not affect the bottom line, it does serve to place the reported 78% gross margin in context.I believe this perspective on sales and marketing expense is helpful in thinking about Palantir’s business model in relation to other companies and relative valuations that rely on gross profit margins. The following table was compiled from Palantir’s Q3 2021 10-Q and displays the reported cost of revenue and sales and marketing expense adjusted by removing the related stock-based compensation expense from each line item.Source: Created by Brian Kapp, stoxdoxNotice that the adjusted gross profit growth has slowed considerably to 25% in Q3 (highlighted in blue in the lower portion of the table) compared to 59% through the first nine months of 2021 (highlighted in yellow). The cost of sales is rising rapidly in Q3 2021 compared to the first nine months of the year.Palantir utilizes one KPI or Key Performance Indicator to judge performance and inform decision-making, which is referred to as Contribution Margin. It is similar to my adjusted gross margin figure above as can be seen in the following table compiled from Palantir’s Q3 2021 10-Q.Source: Created by Brian Kapp, stoxdoxNotice that the contribution row is remarkably similar to my adjusted gross profit row in the previous table. Additionally, the growth rate deceleration is similar, as can be seen in the highlighted cells. While 37% is materially different from my estimate of 25% growth, the step change lower from 64% is of similar amplitude.Operating IncomeTurning to operating income, I have adjusted the reported figures once again by removing stock option-related expenses as well as one-off expenses pertaining to the direct listing IPO in 2020. The overriding message is once again one of rapid deceleration. The following table was compiled from the same SEC filing and displays operating expenses excluding sales and marketing expenses, as well as my adjusted operating income estimate.Source: Created by Brian Kapp, stoxdoxIn the lower section of the table, notice the incredible deceleration in adjusted operating income to 40% growth in Q3 of 2021 compared to 266% growth through the first nine months of the year. General and administrative expenses accelerated rapidly in Q3 2021, while Palantir materially reduced research and development investment to just 5% growth in Q3.The research and development investment slowdown could be a negative read through for sales growth as R&D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale. As customer needs are identified by sales and marketing, research and development expenses should respond to increased future sales potential. This does not appear to be happening at the moment.As of Q3 2021, Palantir is annualizing at an adjusted operating income run rate of approximately $300 to $320 million, or about $.16 per share. This is a before-tax operating income figure. The primary takeaway from the operating income front is that profitability is slowing rapidly. This provides additional color for the unusual Investee customer acquisition strategy being deployed.Consensus Growth EstimatesIf Palantir is producing at a $320 million adjusted annual operating income run rate and it was taxed at a normalized 25% rate, the current earnings power would be in the $240 million range or $.12 per diluted share. With this information and the growth deceleration outlined above, we can begin to put consensus earnings estimates into context. The following table was compiled from Seeking Alpha and displays consensus earnings and revenue estimates through 2023.Source: Seeking Alpha. Created by Brian Kapp, stoxdoxI have highlighted the 2022 consensus estimates for earnings and sales growth. Notice that the 39% consensus earnings growth estimate for 2022 is in line with the 40% operating income growth posted in Q3 of 2021. Additionally, the sales growth estimate of 30% is just above the 29% adjusted sales growth in Q3 2021 excluding sales to Investees.The 39% earnings growth expected for 2022 appears to be at material risk of being too high given the rapid slowdown in operating income to 40% in Q3 2021 compared to 266% through the first nine months of the year. This trajectory would likely place earnings growth for 2022 well below 39%.The 30% sales growth estimate for 2022 looks to be achievable given Palantir’s aggressive investment strategy in regard to Investees who then purchase Palantir software. I believe the market will tend to discount Investee sales as I have. Excluding these sales, the revenue growth trajectory appears to be trending closer to 20% than 30% for 2022, which opens the door to further growth disappointment.Looking to consensus estimates for 2023, the expected growth rates are remarkably similar to 2022. This straight-line growth forecast through 2023 adds to the risk that consensus estimates could be too high over the coming years. The current trajectory points to growth materially below that expected for 2022 and 2023.ValuationPalantir is trading at 87x the consensus earnings estimate for 2021 and 62x that for 2022. Please keep in mind that these are non-GAAP (generally accepted accounting principles) earnings estimates. On a GAAP basis, Palantir continues to produce at a loss. The reported loss in Q3 2021 was $92 million and was $352 million through the first nine months of 2021.Using the non-GAAP earnings estimates, 87x current year earnings and 62x forward earnings are extreme valuations from a historical market perspective. That said, they are within the realm of possibility for a growth stock in recent years. When viewed against Palantir’s rapidly slowing sales and operating income growth rates, as well as the heightened risk that consensus estimates may be too high, the current valuation multiples on consensus estimates offer little margin for error.On the sales front, Palantir is valued at 17x the consensus 2021 revenue estimate and 13x that for 2022. These are extreme price-to-sales multiples for a large-cap company from a historical perspective. My estimate of core sales growth trending toward 20% excluding Investee revenue suggests that these valuation multiples on sales also offer little margin for error.The valuation risks are further elevated when combined with the rapidly slowing operating income growth. Furthermore, as can be seen in my adjusted gross margin figure growing at 25% as of Q3 2021, the Palantir business model may not be supportive of a historically extreme price-to-sales valuation.TechnicalsWhile the fundamental backdrop points toward little margin for error and subdued excess return potential, the technical setup suggests more meaningful upside return potential. The following 3-year weekly chart offers a bird’s eye view of the potential technical return spectrum. I have highlighted the key resistance levels with orange horizontal lines and the primary support level with a green line.Palantir 3-year weekly chart. (Created by Brian Kapp using a chart from Barchart.com)The return potential to the nearest resistance levels of $19 and $22 is 43% and 65%, respectively. On the downside, the nearest support lies at the IPO price range near $10. The downside return potential to this level is -25%. It should be noted that Palantir’s short trading history of 16 months limits the usefulness of technical analysis. Additionally, with no trading history beneath the IPO price, it is unclear where support will be found if the $10 level is breached to the downside.To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate. This valuation is twice that of the current market averages and would place Palantir shares at $8. This represents -40% downside risk from current levels.If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility. To estimate the downside risk potential if estimates are too high, I apply the same 40x non-GAAP earnings to my estimate of Palantir’s current annual run rate for fully-taxed, non-GAAP profitability. If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021) on top of my estimate of $.12 for the current annual run rate of adjusted earnings after tax, the shares could trade down to $6. This would represent downside risk of -55%.The following daily chart provides a closer look at the technical backdrop.The technical picture suggests heavy resistance between $19 and $22. Given the unrelenting downtrend over the past three months, a near-term bounce is likely. That said, the upside technical potential combined with the downside fundamental potential leaves the shares with a balanced potential return spectrum of 65% to -55% over the near term.SummaryAll told, Palantir should be placed on the watchlist for high-risk growth investors. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, with notable red flags in the mix, caution is in order. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error. The resulting symmetry between risk and reward results in a neutral rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097635864,"gmtCreate":1645435532896,"gmtModify":1676534027575,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"htmlText":"Buy at $8","listText":"Buy at $8","text":"Buy at $8","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097635864","repostId":"1114315050","repostType":4,"repost":{"id":"1114315050","pubTimestamp":1645434017,"share":"https://ttm.financial/m/news/1114315050?lang=&edition=fundamental","pubTime":"2022-02-21 17:00","market":"us","language":"en","title":"Palantir Stock Is Not a Buy Yet","url":"https://stock-news.laohu8.com/highlight/detail?id=1114315050","media":"InvestorPlace","summary":"Palantir Technologies(NYSE:PLTR) took Reddit by storm last year. Palantir launched its direct listin","content":"<html><head></head><body><p><b>Palantir Technologies</b>(NYSE:<b><u>PLTR</u></b>) took <b>Reddit</b> by storm last year. Palantir launched its direct listing in late 2020 with its shares priced around $9 each. However, investors associated with <i>WallStreetBets</i> drove the price of PLTR stock up to $35.</p><p>It was an incredible valuation, well north of $60 billion, for the secretive artificial intelligence (AI) firm. Since then, cooler heads have prevailed, and Palantir’s shares have returned to a far more reasonable price. Even so, PLTR stock is hardly a slam-dunk buy. Here are the catalysts that have driven Palantir’s recent growth, and its outlook following its disappointing earnings report yesterday.</p><p>Palantir’s Core Value Proposition</p><p>Originally, Palantir emphasized security and counterterrorism functions. The company built a reputation as the AI provider for spy agencies and the Department of Defense. It grew rapidly in the wake of 9/11 as intelligence agencies beefed up their cybersecurity capabilities in an effort to prevent other such atrocities. And Palantir is still benefiting to a certain extent from Washington’s emphasis on cybersecurity.</p><p>However, the company is much more than that now, as Palantir used its crime-fighting capabilities to pivot to combating fraud and money laundering in the banking system. Then it began working for commercial enterprises also.</p><p>Nowadays Palantir seeks to assist companies in a wide range of industries with analyzing complex data. Palantir isn’t just a data-mining firm; it helps human analysts in general. More specifically, if people are working to solve a certain problem, Palantir can sort through millions of columns of data and identify patterns and tendencies that a human analyst might want to further investigate.</p><p>Palantir has recently put its platform to work in the health care industry, as it has improved governments’ responses to Covid-19. The company’s ability to scan through reams of data and highlight interesting patterns is invaluable. Subsequently, doctors and biologists can analyze and investigate Palantir’s findings more fully.</p><p>In other words, the company has an interesting hybrid model that pairs AI with human expertise. It contrasts starkly with, for example,<b>IBM’s</b>(NYSE:<b><u>IBM</u></b>) Watson AI system, which is almost entirely reliant on machine learning. While Watson is great at winning chess matches and game shows, it has been less successful as a tool for companies than Palantir’s model so far.</p><p>Palantir Faces More Competition in the Private Sector</p><p>Palantir has established a strong niche supporting governments’ defense, intelligence, and anti-crime efforts. However, Palantir is now also helping businesses in a variety of areas, such as health care and supply chain management.</p><p>In these fields, Palantir faces more intense competition from other firms that have been ramping up their AI capabilities to address these problems. Investors should not expect Palantir’s private-sector business to grow as quickly as its government operations did.</p><p>In addition, Palantir doesn’t quite have the defense sector to itself, either. For example,<b>C3.ai</b>(NYSE:<b><u>AI</u></b>) recently announced a $500 million contract with the Department of Defense, validating that firm’s expansion from its core industrial AI market into other fields, such as security. Despite this huge contract, AI stock is down about 85% from its 52-week highs, and the cash on its balance sheet is now equal to 40% of its market capitalization. And that brings me to the next point.</p><p>Palantir’s Valuation Is Still a Major Issue</p><p>Palantir’s shares certainly aren’t as expensive as they were a few months ago. Still, now trading around $12, Palantir has a market capitalization of more than $24 billion. Don’t let the low share price fool you; the valuation of PLTR stock is still high.</p><p>The company’s 2021 revenue came in at about $2 billion, meaning that the shares are changing hands for 12 times its 2021 sales. Excluding certain items, most notably its large amount of stock-based compensation, the company has reached profitability and cash flow positive status.</p><p>But Palantir is not very profitable, even with those exclusions. In particular, its Q4 adjusted earnings per share of 2 cents was well short of analysts’ average outlook. And the company’s forward guidance was not very impressive either. So investors are paying a rather high price for Palantir, even now, especially compared to its more beaten up rivals in the software-as-a-service space.</p><p>The Verdict on PLTR Stock</p><p>Some traders had been hoping that Palantir’s Q4 earnings would be a turning point for it. However, it appears that won’t be the case, as its shares tumbled over 15% yesterday in the wake of its results.</p><p>Palantir continues to report solid revenue growth, but it will need to improve its profitability and cash flows to really draw long-term investors back into the name.</p><p>Palantir is still trading at a lofty valuation, probably due to its connections with intelligence agencies and its former status as a meme stock. However, given how much other AI stocks like C3.ai have tumbled, it’s hard to justify Palantir’s current price-sales ratio.</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>Palantir Stock Is Not a Buy Yet</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock Is Not a Buy Yet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-21 17:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/02/palantir-stock-is-not-a-buy-yet/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies(NYSE:PLTR) took Reddit by storm last year. Palantir launched its direct listing in late 2020 with its shares priced around $9 each. However, investors associated with ...</p>\n\n<a href=\"https://investorplace.com/2022/02/palantir-stock-is-not-a-buy-yet/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2022/02/palantir-stock-is-not-a-buy-yet/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114315050","content_text":"Palantir Technologies(NYSE:PLTR) took Reddit by storm last year. Palantir launched its direct listing in late 2020 with its shares priced around $9 each. However, investors associated with WallStreetBets drove the price of PLTR stock up to $35.It was an incredible valuation, well north of $60 billion, for the secretive artificial intelligence (AI) firm. Since then, cooler heads have prevailed, and Palantir’s shares have returned to a far more reasonable price. Even so, PLTR stock is hardly a slam-dunk buy. Here are the catalysts that have driven Palantir’s recent growth, and its outlook following its disappointing earnings report yesterday.Palantir’s Core Value PropositionOriginally, Palantir emphasized security and counterterrorism functions. The company built a reputation as the AI provider for spy agencies and the Department of Defense. It grew rapidly in the wake of 9/11 as intelligence agencies beefed up their cybersecurity capabilities in an effort to prevent other such atrocities. And Palantir is still benefiting to a certain extent from Washington’s emphasis on cybersecurity.However, the company is much more than that now, as Palantir used its crime-fighting capabilities to pivot to combating fraud and money laundering in the banking system. Then it began working for commercial enterprises also.Nowadays Palantir seeks to assist companies in a wide range of industries with analyzing complex data. Palantir isn’t just a data-mining firm; it helps human analysts in general. More specifically, if people are working to solve a certain problem, Palantir can sort through millions of columns of data and identify patterns and tendencies that a human analyst might want to further investigate.Palantir has recently put its platform to work in the health care industry, as it has improved governments’ responses to Covid-19. The company’s ability to scan through reams of data and highlight interesting patterns is invaluable. Subsequently, doctors and biologists can analyze and investigate Palantir’s findings more fully.In other words, the company has an interesting hybrid model that pairs AI with human expertise. It contrasts starkly with, for example,IBM’s(NYSE:IBM) Watson AI system, which is almost entirely reliant on machine learning. While Watson is great at winning chess matches and game shows, it has been less successful as a tool for companies than Palantir’s model so far.Palantir Faces More Competition in the Private SectorPalantir has established a strong niche supporting governments’ defense, intelligence, and anti-crime efforts. However, Palantir is now also helping businesses in a variety of areas, such as health care and supply chain management.In these fields, Palantir faces more intense competition from other firms that have been ramping up their AI capabilities to address these problems. Investors should not expect Palantir’s private-sector business to grow as quickly as its government operations did.In addition, Palantir doesn’t quite have the defense sector to itself, either. For example,C3.ai(NYSE:AI) recently announced a $500 million contract with the Department of Defense, validating that firm’s expansion from its core industrial AI market into other fields, such as security. Despite this huge contract, AI stock is down about 85% from its 52-week highs, and the cash on its balance sheet is now equal to 40% of its market capitalization. And that brings me to the next point.Palantir’s Valuation Is Still a Major IssuePalantir’s shares certainly aren’t as expensive as they were a few months ago. Still, now trading around $12, Palantir has a market capitalization of more than $24 billion. Don’t let the low share price fool you; the valuation of PLTR stock is still high.The company’s 2021 revenue came in at about $2 billion, meaning that the shares are changing hands for 12 times its 2021 sales. Excluding certain items, most notably its large amount of stock-based compensation, the company has reached profitability and cash flow positive status.But Palantir is not very profitable, even with those exclusions. In particular, its Q4 adjusted earnings per share of 2 cents was well short of analysts’ average outlook. And the company’s forward guidance was not very impressive either. So investors are paying a rather high price for Palantir, even now, especially compared to its more beaten up rivals in the software-as-a-service space.The Verdict on PLTR StockSome traders had been hoping that Palantir’s Q4 earnings would be a turning point for it. However, it appears that won’t be the case, as its shares tumbled over 15% yesterday in the wake of its results.Palantir continues to report solid revenue growth, but it will need to improve its profitability and cash flows to really draw long-term investors back into the name.Palantir is still trading at a lofty valuation, probably due to its connections with intelligence agencies and its former status as a meme stock. However, given how much other AI stocks like C3.ai have tumbled, it’s hard to justify Palantir’s current price-sales ratio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007342113,"gmtCreate":1642782062195,"gmtModify":1676533746269,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"htmlText":"Time to load up today then 🤔","listText":"Time to load up today then 🤔","text":"Time to load up today then 🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007342113","repostId":"1165558393","repostType":4,"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094548187,"gmtCreate":1645194196779,"gmtModify":1676534007639,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"htmlText":"Have these 3 stocks on my watchlist as well","listText":"Have these 3 stocks on my watchlist as well","text":"Have these 3 stocks on my watchlist as well","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094548187","repostId":"2212626136","repostType":4,"repost":{"id":"2212626136","pubTimestamp":1645198200,"share":"https://ttm.financial/m/news/2212626136?lang=&edition=fundamental","pubTime":"2022-02-18 23:30","market":"us","language":"en","title":"3 Unstoppable Stocks to Buy at Unbelievable Bargains","url":"https://stock-news.laohu8.com/highlight/detail?id=2212626136","media":"Motley Fool","summary":"These stocks have tremendous growth prospects that make their current valuations look really attractive.","content":"<html><head></head><body><p>Many growth stocks have tanked. That&#39;s bad news for short-term traders who bought the stocks hoping to make a quick profit. However, it could be great news for long-term investors.</p><p>Note my use of the word &#34;could.&#34; Not every former high-flying stock is a smart pick even at a lower price tag. Several of them are, though. Here are three unstoppable stocks to buy right now at unbelievable bargains.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c3b71a652677a66fe10fb151d7fc950\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>1. Teladoc Health</h2><p><b>Teladoc Health</b> (NYSE:TDOC) has lost three-fourths of its market cap over the past 12 months. Sure, the stock got ahead of itself after a pandemic-related surge in 2020. However, Teladoc&#39;s growth prospects make it worth a lot more than its current market cap of under $12 billion, in my view.</p><p>Some might question whether or not Teladoc can win in a post-pandemic world. I think the answer is a resounding yes. Virtual care is both cost-effective for payers and convenient for patients. That&#39;s a compelling value proposition.</p><p>Teladoc also holds multiple competitive advantages over rivals. It offers the broadest array of services in the industry, notably including a chronic disease management platform. The company ranks No. 1 in customer satisfaction. And Teladoc boasts the biggest client base by far, including more than half of the Fortune 500.</p><p>The company could nearly double its covered lives simply by gaining new members within existing clients. It could grow even more by increasing multi-product penetration within current customers. Adding new clients -- which Teladoc continues to do at a robust rate -- is the cherry on top.</p><p>Teladoc estimates its total addressable market stands at $268 billion in the U.S. alone. To put that into context, Wall Street expects the company to generate around $2.6 billion in revenue this year. Unstoppable stock at an unbelievable price? Yep.</p><h2>2. <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings</h2><p><b>PayPal Holdings</b> (NASDAQ:PYPL) shares have fallen more than 60% below their 52-week high. While much of that decline came in the second half of last year, the fintech stock also plunged earlier this month after providing disappointing guidance for 2022.</p><p>It&#39;s important to delve into the details behind the stock&#39;s drop. In particular, PayPal&#39;s lower-than-expected customer account growth for this year isn&#39;t a sign of impending doom. Instead, the company is shifting to a model of growing revenue per user rather than emphasizing expanding the total customer base. That&#39;s a move that investors should applaud because it will drive higher profitability.</p><p>PayPal&#39;s long-term prospects remain exceptionally strong. Its growth drivers include increased e-commerce penetration, buy now, pay later programs, in-store QR code payments, and the Venmo digital wallet. There&#39;s arguably no company in as strong of a position to benefit from the shift to digital payments as PayPal.</p><p>Is the stock really an unbelievable bargain, though? Probably not if you only look at current valuation metrics. However, when you compare PayPal&#39;s market cap of $131 billion against the $110 <i>trillion</i> market opportunity, it&#39;s a different story altogether.</p><h2>3. Sea Limited</h2><p>Like PayPal, <b>Sea Limited</b> (NYSE:SE) has seen its stock price sink more than 60% from peak levels. Nearly all of this decline has come over the past three months.</p><p>Concerns about rising interest rates have hurt many growth stocks, including Sea. But the company also faces a more immediate worry: India is reportedly banning Sea&#39;s top-selling <i>Free Fire</i> mobile game. Although Sea currently generates less than 3% of its gaming revenue in India, the country is potentially a big growth market for the company.</p><p>However, Sea has plenty of other avenues for growth -- both from a geographic and product standpoint. The company continues to enjoy strong momentum in Southeast Asia and Latin America. Its e-commerce and digital payments units are also key growth drivers in addition to its gaming business.</p><p>As was the case with PayPal, Sea Limited might not seem to be cheap based on commonly used valuation metrics. However, the company is a contender in three fast-growing markets (gaming, e-commerce, and digital payments). Sea&#39;s opportunity makes its current market cap of $80 billion look quite attractive.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Unstoppable Stocks to Buy at Unbelievable Bargains</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Unstoppable Stocks to Buy at Unbelievable Bargains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-18 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/18/3-unstoppable-stocks-to-buy-at-unbelievable-bargai/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Many growth stocks have tanked. That's bad news for short-term traders who bought the stocks hoping to make a quick profit. However, it could be great news for long-term investors.Note my use of the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/18/3-unstoppable-stocks-to-buy-at-unbelievable-bargai/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4106":"数据处理与外包服务","BK4554":"元宇宙及AR概念","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4139":"生物科技","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","TDOC":"Teladoc Health Inc.","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4167":"医疗保健技术","BK4527":"明星科技股","PYPL":"PayPal","SE":"Sea Ltd","BK4526":"热门中概股","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BGNE":"百济神州","BK4505":"高瓴资本持仓","BK4085":"互动家庭娱乐","BK4504":"桥水持仓"},"source_url":"https://www.fool.com/investing/2022/02/18/3-unstoppable-stocks-to-buy-at-unbelievable-bargai/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2212626136","content_text":"Many growth stocks have tanked. That's bad news for short-term traders who bought the stocks hoping to make a quick profit. However, it could be great news for long-term investors.Note my use of the word \"could.\" Not every former high-flying stock is a smart pick even at a lower price tag. Several of them are, though. Here are three unstoppable stocks to buy right now at unbelievable bargains.Image source: Getty Images.1. Teladoc HealthTeladoc Health (NYSE:TDOC) has lost three-fourths of its market cap over the past 12 months. Sure, the stock got ahead of itself after a pandemic-related surge in 2020. However, Teladoc's growth prospects make it worth a lot more than its current market cap of under $12 billion, in my view.Some might question whether or not Teladoc can win in a post-pandemic world. I think the answer is a resounding yes. Virtual care is both cost-effective for payers and convenient for patients. That's a compelling value proposition.Teladoc also holds multiple competitive advantages over rivals. It offers the broadest array of services in the industry, notably including a chronic disease management platform. The company ranks No. 1 in customer satisfaction. And Teladoc boasts the biggest client base by far, including more than half of the Fortune 500.The company could nearly double its covered lives simply by gaining new members within existing clients. It could grow even more by increasing multi-product penetration within current customers. Adding new clients -- which Teladoc continues to do at a robust rate -- is the cherry on top.Teladoc estimates its total addressable market stands at $268 billion in the U.S. alone. To put that into context, Wall Street expects the company to generate around $2.6 billion in revenue this year. Unstoppable stock at an unbelievable price? Yep.2. PayPal HoldingsPayPal Holdings (NASDAQ:PYPL) shares have fallen more than 60% below their 52-week high. While much of that decline came in the second half of last year, the fintech stock also plunged earlier this month after providing disappointing guidance for 2022.It's important to delve into the details behind the stock's drop. In particular, PayPal's lower-than-expected customer account growth for this year isn't a sign of impending doom. Instead, the company is shifting to a model of growing revenue per user rather than emphasizing expanding the total customer base. That's a move that investors should applaud because it will drive higher profitability.PayPal's long-term prospects remain exceptionally strong. Its growth drivers include increased e-commerce penetration, buy now, pay later programs, in-store QR code payments, and the Venmo digital wallet. There's arguably no company in as strong of a position to benefit from the shift to digital payments as PayPal.Is the stock really an unbelievable bargain, though? Probably not if you only look at current valuation metrics. However, when you compare PayPal's market cap of $131 billion against the $110 trillion market opportunity, it's a different story altogether.3. Sea LimitedLike PayPal, Sea Limited (NYSE:SE) has seen its stock price sink more than 60% from peak levels. Nearly all of this decline has come over the past three months.Concerns about rising interest rates have hurt many growth stocks, including Sea. But the company also faces a more immediate worry: India is reportedly banning Sea's top-selling Free Fire mobile game. Although Sea currently generates less than 3% of its gaming revenue in India, the country is potentially a big growth market for the company.However, Sea has plenty of other avenues for growth -- both from a geographic and product standpoint. The company continues to enjoy strong momentum in Southeast Asia and Latin America. Its e-commerce and digital payments units are also key growth drivers in addition to its gaming business.As was the case with PayPal, Sea Limited might not seem to be cheap based on commonly used valuation metrics. However, the company is a contender in three fast-growing markets (gaming, e-commerce, and digital payments). Sea's opportunity makes its current market cap of $80 billion look quite attractive.","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196310860,"gmtCreate":1621015515250,"gmtModify":1704352014812,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"htmlText":"Hope this will push up soxl&nbsp;","listText":"Hope this will push up soxl&nbsp;","text":"Hope this will push up soxl","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/196310860","repostId":"1146669720","repostType":4,"repost":{"id":"1146669720","pubTimestamp":1620999779,"share":"https://ttm.financial/m/news/1146669720?lang=&edition=fundamental","pubTime":"2021-05-14 21:42","market":"us","language":"en","title":"Semiconductor makers and users form a group to push for chip funding.","url":"https://stock-news.laohu8.com/highlight/detail?id=1146669720","media":"NewYork Times","summary":"Semiconductor companies and big businesses that use chips have formed a coalition to push for tens o","content":"<p>Semiconductor companies and big businesses that use chips have formed a coalition to push for tens of billions of dollars in federal funding for semiconductor research and manufacturing in the United States.</p>\n<p>The new group, theSemiconductors in America Coalition, announced its formation on Tuesday amida global semiconductor shortagethat has caused disruptions throughout the economy. Its members include chip makers like Intel, Nvidia and Qualcomm and companies that rely on semiconductors, like Amazon Web Services, Apple, AT&amp;T, Google, Microsoft and Verizon.</p>\n<p>The coalition is calling on Congress to provide $50 billion for semiconductor research and manufacturing, which President Biden has proposed as part of his $2.3 trillion infrastructure package.</p>\n<p>“Leaders from a broad range of critical sectors of the U.S. economy, as well as a large and bipartisan group of policymakers in Washington, recognize the essential role of semiconductors in America’s current and future strength,” said John Neuffer, the president and chief executive of the Semiconductor Industry Association, a trade group.</p>\n<p>In a letter to congressional leaders, the new coalition noted the shortage of semiconductors and said that in the long term, federal funding “would help America build the additional capacity necessary to have more resilient supply chains to ensure critical technologies will be there when we need them.”</p>\n<p>The shortage has been acutely feltin the auto industry, forcing carmakers to idle plants.Ford Motorsaid last month that it expected the shortage to cut vehicle production by about 50 percent in the second quarter and lower the company’s profit by about $2.5 billion this year.</p>\n<p>The new coalition does not include any automakers, which have their own ideas for how the government should encourage domestic semiconductor manufacturing. In a letter to congressional leaders last week, groups representing automakers, automotive suppliers and autoworkers expressed support for Mr. Biden’s $50 billion proposal but emphasized the need to increase manufacturing capacity for automotive-grade chips as part of the effort.</p>\n<p>The letter — from the American Automotive Policy Council, the Motor &amp; Equipment Manufacturers Association and the United Auto Workers union — suggested providing “specific funding for semiconductor facilities that commit to dedicating a portion of their capacity to motor vehicle-grade chip production.”</p>\n<p>In a letter to congressional leaders last month, technology trade groups argued against setting aside new production capacity for a specific industry, saying that such a move would amount to “unprecedented market interference.”</p>","source":"lsy1605590967916","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>Semiconductor makers and users form a group to push for chip funding.</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\">\nSemiconductor makers and users form a group to push for chip funding.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-14 21:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.nytimes.com/2021/05/11/business/semiconductor-shortage.html><strong>NewYork Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Semiconductor companies and big businesses that use chips have formed a coalition to push for tens of billions of dollars in federal funding for semiconductor research and manufacturing in the United ...</p>\n\n<a href=\"https://www.nytimes.com/2021/05/11/business/semiconductor-shortage.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.nytimes.com/2021/05/11/business/semiconductor-shortage.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146669720","content_text":"Semiconductor companies and big businesses that use chips have formed a coalition to push for tens of billions of dollars in federal funding for semiconductor research and manufacturing in the United States.\nThe new group, theSemiconductors in America Coalition, announced its formation on Tuesday amida global semiconductor shortagethat has caused disruptions throughout the economy. Its members include chip makers like Intel, Nvidia and Qualcomm and companies that rely on semiconductors, like Amazon Web Services, Apple, AT&T, Google, Microsoft and Verizon.\nThe coalition is calling on Congress to provide $50 billion for semiconductor research and manufacturing, which President Biden has proposed as part of his $2.3 trillion infrastructure package.\n“Leaders from a broad range of critical sectors of the U.S. economy, as well as a large and bipartisan group of policymakers in Washington, recognize the essential role of semiconductors in America’s current and future strength,” said John Neuffer, the president and chief executive of the Semiconductor Industry Association, a trade group.\nIn a letter to congressional leaders, the new coalition noted the shortage of semiconductors and said that in the long term, federal funding “would help America build the additional capacity necessary to have more resilient supply chains to ensure critical technologies will be there when we need them.”\nThe shortage has been acutely feltin the auto industry, forcing carmakers to idle plants.Ford Motorsaid last month that it expected the shortage to cut vehicle production by about 50 percent in the second quarter and lower the company’s profit by about $2.5 billion this year.\nThe new coalition does not include any automakers, which have their own ideas for how the government should encourage domestic semiconductor manufacturing. In a letter to congressional leaders last week, groups representing automakers, automotive suppliers and autoworkers expressed support for Mr. Biden’s $50 billion proposal but emphasized the need to increase manufacturing capacity for automotive-grade chips as part of the effort.\nThe letter — from the American Automotive Policy Council, the Motor & Equipment Manufacturers Association and the United Auto Workers union — suggested providing “specific funding for semiconductor facilities that commit to dedicating a portion of their capacity to motor vehicle-grade chip production.”\nIn a letter to congressional leaders last month, technology trade groups argued against setting aside new production capacity for a specific industry, saying that such a move would amount to “unprecedented market interference.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003456640,"gmtCreate":1641057951389,"gmtModify":1676533568464,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"htmlText":"Anything is possible","listText":"Anything is possible","text":"Anything is possible","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003456640","repostId":"2195448557","repostType":4,"repost":{"id":"2195448557","pubTimestamp":1640964603,"share":"https://ttm.financial/m/news/2195448557?lang=&edition=fundamental","pubTime":"2021-12-31 23:30","market":"us","language":"en","title":"Could Apple's Market Cap Hit $4 Trillion in 2022?","url":"https://stock-news.laohu8.com/highlight/detail?id=2195448557","media":"Motley Fool","summary":"As the Street wonders when Apple can break through the $3 trillion mark, investors should look even further ahead: Is a $4 trillion market cap on the horizon?","content":"<html><head></head><body><p>Shares of technology giant <b>Apple</b> (NASDAQ:AAPL) soared in 2021. As of Dec. 30, the stock had gained 34% in 2021. This put the market cap at more than $2.9 trillion.</p><p>While many recent headlines about the company have focused on its market capitalization approaching $3 trillion, investors might be wise to consider an even more bullish target: $4 trillion. Indeed, a close look at the stock suggests that a $4 trillion market cap could be within reach for the tech company in the near future -- possibly even within 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/759ce68147322ebcd7995f48e3873e6e\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>The path to $4 trillion</h2><p>A close look at Apple stock&#39;s conservative valuation and the company&#39;s broad-based momentum makes a good case for shares being undervalued today, setting the stage for a potential $4 trillion market capitalization in 2022.</p><p>The first way Apple stock could gain is simply through expansion in its valuation multiple. Some megacap stocks trade at substantially higher multiples relative to their free cash flow (FCF) than Apple does. If Apple can close the gap and command a similar premium, multiple expansion alone could help the stock rise substantially.</p><p>Consider that <b>Microsoft</b> (NASDAQ:MSFT) trades at 42 times its free cash flow. Apple, meanwhile, trades at only 31 times its FCF. Apple&#39;s stock price would have to rise 35% for its FCF valuation multiple to match Microsoft&#39;s. This alone would put the company&#39;s market capitalization at about $4 trillion.</p><p>There is actually a good case for Apple stock&#39;s valuation to see multiple expansion in the coming years: The tech giant&#39;s services business, which is a more reliable revenue source than its products, is growing as a percentage of Apple&#39;s total business. With a more predictable and reliable revenue source (that appears to still have lots of upside) increasingly driving Apple&#39;s growth, investors may start rewarding the stock with higher valuation multiples. In fiscal 2021, Apple&#39;s services revenue was 19% of revenue, up from less than 18% of revenue two years ago and 15% three years ago.</p><p>But even without this much multiple expansion, strong fundamentals could lift Apple shares meaningfully in 2022 and beyond. Consider that the company is seeing strong double-digit revenue growth recently, with record fiscal fourth-quarter revenue across every geographic and product segment. Specifically, Apple&#39;s fiscal fourth-quarter revenue came in at $83.4 billion, up from $64.7 billion in the year-ago quarter. But management estimates that revenue for the period would have been $6 billion higher if it weren&#39;t for supply constraints during the period.</p><p>Suffice to say, Apple&#39;s business is firing on all cylinders. With momentum in every geographic and product segment, it wouldn&#39;t be surprising to see double-digit growth rates in the company&#39;s revenue and free cash flow in fiscal 2022, providing solid substance for more share gains.</p><h2>Expect a bumpy ride</h2><p>While it is possible that Apple&#39;s market capitalization swells to $4 trillion before the end of 2022, there are no guarantees in investing. Even if everything goes well for Apple as a business, the stock itself could do poorly in the near term. Sometimes, for one reason or another, stocks fall in and out of favor. So even though shares appear undervalued today, the stock could fall before it rises.</p><p>And there&#39;s always a chance that Apple sees multiple <i>compression</i> instead of multiple expansion. While Apple&#39;s business fundamentals appear worthy of a Microsoft-like premium, the company&#39;s shares have usually traded at a discount to Microsoft&#39;s in terms of valuation multiples because Microsoft&#39;s business model is considered to be more sustainable and less dependent on blockbuster product hits like new iPhones. Apple notably also makes more than half of its sales from a single product: the iPhone. Its heavy reliance on a single product segment generally makes Wall Street view the stock as risker than Microsoft, which has a business primarily made up of recurring revenue from various software and services sources.</p><p>But given Apple&#39;s long history of pricing power, loyal customers, and an ability to bring to market products in entirely new categories every now and then, the tech company will likely keep succeeding -- and its market cap could march toward $4 trillion.</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>Could Apple's Market Cap Hit $4 Trillion in 2022?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCould Apple's Market Cap Hit $4 Trillion in 2022?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-31 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/31/could-apples-market-cap-hit-4-trillion-in-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of technology giant Apple (NASDAQ:AAPL) soared in 2021. As of Dec. 30, the stock had gained 34% in 2021. This put the market cap at more than $2.9 trillion.While many recent headlines about the...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/31/could-apples-market-cap-hit-4-trillion-in-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4533":"AQR资本管理(全球第二大对冲基金)","FCF":"第一联邦金融","BK4211":"区域性银行","BK4566":"资本集团","BK4525":"远程办公概念","BK4535":"淡马锡持仓","AAPL":"苹果","BK4501":"段永平概念","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4538":"云计算","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4097":"系统软件","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4516":"特朗普概念","BK4528":"SaaS概念","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","MSFT":"微软","BK4553":"喜马拉雅资本持仓"},"source_url":"https://www.fool.com/investing/2021/12/31/could-apples-market-cap-hit-4-trillion-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2195448557","content_text":"Shares of technology giant Apple (NASDAQ:AAPL) soared in 2021. As of Dec. 30, the stock had gained 34% in 2021. This put the market cap at more than $2.9 trillion.While many recent headlines about the company have focused on its market capitalization approaching $3 trillion, investors might be wise to consider an even more bullish target: $4 trillion. Indeed, a close look at the stock suggests that a $4 trillion market cap could be within reach for the tech company in the near future -- possibly even within 2022.Image source: Getty Images.The path to $4 trillionA close look at Apple stock's conservative valuation and the company's broad-based momentum makes a good case for shares being undervalued today, setting the stage for a potential $4 trillion market capitalization in 2022.The first way Apple stock could gain is simply through expansion in its valuation multiple. Some megacap stocks trade at substantially higher multiples relative to their free cash flow (FCF) than Apple does. If Apple can close the gap and command a similar premium, multiple expansion alone could help the stock rise substantially.Consider that Microsoft (NASDAQ:MSFT) trades at 42 times its free cash flow. Apple, meanwhile, trades at only 31 times its FCF. Apple's stock price would have to rise 35% for its FCF valuation multiple to match Microsoft's. This alone would put the company's market capitalization at about $4 trillion.There is actually a good case for Apple stock's valuation to see multiple expansion in the coming years: The tech giant's services business, which is a more reliable revenue source than its products, is growing as a percentage of Apple's total business. With a more predictable and reliable revenue source (that appears to still have lots of upside) increasingly driving Apple's growth, investors may start rewarding the stock with higher valuation multiples. In fiscal 2021, Apple's services revenue was 19% of revenue, up from less than 18% of revenue two years ago and 15% three years ago.But even without this much multiple expansion, strong fundamentals could lift Apple shares meaningfully in 2022 and beyond. Consider that the company is seeing strong double-digit revenue growth recently, with record fiscal fourth-quarter revenue across every geographic and product segment. Specifically, Apple's fiscal fourth-quarter revenue came in at $83.4 billion, up from $64.7 billion in the year-ago quarter. But management estimates that revenue for the period would have been $6 billion higher if it weren't for supply constraints during the period.Suffice to say, Apple's business is firing on all cylinders. With momentum in every geographic and product segment, it wouldn't be surprising to see double-digit growth rates in the company's revenue and free cash flow in fiscal 2022, providing solid substance for more share gains.Expect a bumpy rideWhile it is possible that Apple's market capitalization swells to $4 trillion before the end of 2022, there are no guarantees in investing. Even if everything goes well for Apple as a business, the stock itself could do poorly in the near term. Sometimes, for one reason or another, stocks fall in and out of favor. So even though shares appear undervalued today, the stock could fall before it rises.And there's always a chance that Apple sees multiple compression instead of multiple expansion. While Apple's business fundamentals appear worthy of a Microsoft-like premium, the company's shares have usually traded at a discount to Microsoft's in terms of valuation multiples because Microsoft's business model is considered to be more sustainable and less dependent on blockbuster product hits like new iPhones. Apple notably also makes more than half of its sales from a single product: the iPhone. Its heavy reliance on a single product segment generally makes Wall Street view the stock as risker than Microsoft, which has a business primarily made up of recurring revenue from various software and services sources.But given Apple's long history of pricing power, loyal customers, and an ability to bring to market products in entirely new categories every now and then, the tech company will likely keep succeeding -- and its market cap could march toward $4 trillion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807935088,"gmtCreate":1627995372944,"gmtModify":1703499286380,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"htmlText":"This article came in timely as I have just bought $PINS call last night. Hopefully the share price can start climbing up slowly and steadily.","listText":"This article came in timely as I have just bought $PINS call last night. Hopefully the share price can start climbing up slowly and steadily.","text":"This article came in timely as I have just bought $PINS call last night. Hopefully the share price can start climbing up slowly and steadily.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807935088","repostId":"2156116066","repostType":4,"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196310041,"gmtCreate":1621015421783,"gmtModify":1704352014166,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"htmlText":"Great~&nbsp;","listText":"Great~&nbsp;","text":"Great~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/196310041","repostId":"1187261016","repostType":4,"repost":{"id":"1187261016","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1621000005,"share":"https://ttm.financial/m/news/1187261016?lang=&edition=fundamental","pubTime":"2021-05-14 21:46","market":"us","language":"en","title":"U.S. senators expected to announce $52 bln chips funding deal -- sources","url":"https://stock-news.laohu8.com/highlight/detail?id=1187261016","media":"Reuters","summary":"May 14  - A bipartisan group of U.S. senators is expected to unveil a $52 billion proposal on Friday that would significantly boost U.S. semiconductor chip production and research over five years, sources briefed on the matter said.Senators Mark Kelly, John Cornyn, Mark Warner and Tom Cotton have been negotiating a compromise measure to address the issue in the face of rising Chinese semiconductor production and shortages impacting automakers and other U.S. industries. The chips funding is expec","content":"<p>May 14 (Reuters) - A bipartisan group of U.S. senators is expected to unveil a $52 billion proposal on Friday that would significantly boost U.S. semiconductor chip production and research over five years, sources briefed on the matter said.</p><p>Senators Mark Kelly, John Cornyn, Mark Warner and Tom Cotton have been negotiating a compromise measure to address the issue in the face of rising Chinese semiconductor production and shortages impacting automakers and other U.S. industries. The chips funding is expected to be included in a bill the Senate will take up next week on funding basic U.S. and advanced technology research. (Reporting by David Shepardson and Michael Martina)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. senators expected to announce $52 bln chips funding deal -- sources</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\">\nU.S. senators expected to announce $52 bln chips funding deal -- sources\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-05-14 21:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>May 14 (Reuters) - A bipartisan group of U.S. senators is expected to unveil a $52 billion proposal on Friday that would significantly boost U.S. semiconductor chip production and research over five years, sources briefed on the matter said.</p><p>Senators Mark Kelly, John Cornyn, Mark Warner and Tom Cotton have been negotiating a compromise measure to address the issue in the face of rising Chinese semiconductor production and shortages impacting automakers and other U.S. industries. The chips funding is expected to be included in a bill the Senate will take up next week on funding basic U.S. and advanced technology research. (Reporting by David Shepardson and Michael Martina)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","SSNLF":"三星电子","MU":"美光科技","QCOM":"高通","STM":"意法半导体","NVDA":"英伟达","AMD":"美国超微公司","NXPI":"恩智浦","ASML":"阿斯麦","INTC":"英特尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187261016","content_text":"May 14 (Reuters) - A bipartisan group of U.S. senators is expected to unveil a $52 billion proposal on Friday that would significantly boost U.S. semiconductor chip production and research over five years, sources briefed on the matter said.Senators Mark Kelly, John Cornyn, Mark Warner and Tom Cotton have been negotiating a compromise measure to address the issue in the face of rising Chinese semiconductor production and shortages impacting automakers and other U.S. industries. The chips funding is expected to be included in a bill the Senate will take up next week on funding basic U.S. and advanced technology research. (Reporting by David Shepardson and Michael Martina)","news_type":1},"isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029571260,"gmtCreate":1652804952951,"gmtModify":1676535165159,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029571260","repostId":"2236380210","repostType":4,"repost":{"id":"2236380210","pubTimestamp":1652799675,"share":"https://ttm.financial/m/news/2236380210?lang=&edition=fundamental","pubTime":"2022-05-17 23:01","market":"us","language":"en","title":"$300 a Month in These 3 Stocks Could Make You a Millionaire by Retirement","url":"https://stock-news.laohu8.com/highlight/detail?id=2236380210","media":"Motley Fool","summary":"With patience and great companies, this small monthly amount can turn into a massive sum.","content":"<html><head></head><body><p>One million dollars. This amount seems like a lot, but it has lost a bit of its weight due to inflation. Still, it&#39;s a goal nearly every investor has. To achieve this goal through the stock market, investors can purchase index funds, individual stocks, or a combination of the two. Because index funds track indexes like the <b>S&amp;P 500</b> or <b>Nasdaq-100</b>, they are widely diversified and move in smaller increments. On the other hand, individual stocks have more significant potential but also more risk. Using a combination of these two methods can help investors meet their goal of becoming a millionaire by retirement.</p><p>If the right stocks are chosen, a $300 a month contribution split among three stocks can be the ticket to becoming a millionaire by retirement. Of course, $300 is entirely arbitrary, and investors can find the future value of constant cash flows with the following formula:</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F677435%2Ffuture-value-of-constant-cash-flows.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"296\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Author. <i>F</i> is the future value of an investment, <i>A</i> is an equal cash flow, <i>i </i>is the interest rate, and <i>N </i>is the number of interest periods.</p><p>Using this formula, <a href=\"https://laohu8.com/S/AONE.U\">one</a> can deduce that a $300 per month cash flow, 12% annual interest rate, and 30 years will yield more than $1 million compounded monthly.</p><p>I&#39;m sure that&#39;s enough math for many readers, so let&#39;s move on to what stocks can make this projection happen.</p><h2>Stock 1: An S&amp;P 500 Index Fund</h2><p>I know this is boring, but an S&amp;P 500 index fund like <b>SPY</b> is a great portfolio foundation. It gives investors instant diversification in 500 of the largest companies in the U.S. and has returned 10.5% annually since its inception in 1957 through 2021.</p><p>Because this return rate is lower than our required 12% return, the other two stocks will need to produce a higher average return -- about 12.6% per year. 12.6% over 30 years is an impressive run for a company; however, many companies have accomplished this.</p><p><b>Microsoft </b>and <b>Apple </b>had a compounded annual growth rate of 16.8% and 20.3% over the past 30 years.  Admittedly, these are pretty extreme examples, but even <b>Home Depot </b>would meet this criterion, as it has returned 13.4% annually over the past 30 years.</p><p>Individual stocks can meet this benchmark, so which ones can grow for 30 years?</p><h2>Stock 2: Nvidia</h2><p>The premier GPU (graphics processing unit) producer <b>Nvidia</b> is one stock I believe can grow for 30 years. Even though Nvidia already has a $400 billion market cap, this company can easily maintain a 12% stock growth rate for 30 years.</p><p>Its bread and butter product, GPUs, are being used in many products like gaming computers, data centers, and self-driving cars. With every consumer and company pursuing better performance, Nvidia&#39;s products will always be in demand as long as they stay at the industry&#39;s top.</p><p>The business is growing rapidly, with earnings per share rising 103% YoY (year over year) on quarterly revenue growth of 53%. With the company developing more software applications like Nvidia AI, the omniverse (Nvidia&#39;s version of the metaverse), and Nvidia DRIVE (Nvidia&#39;s autonomous vehicle solution), its margins will continue to rise.</p><p>Nvidia may be a large company now, but its innovation and relevance in future technologies will make it a stock that can deliver massive shareholder returns over the next 30 years.</p><h2>Stock 3: The Trade Desk</h2><p>Advertising has been around since ancient times, so there&#39;s little chance it will fade away within the next 30 years. However, the medium in which it&#39;s delivered likely will. Linear TV has dominated since its invention, but with the rising of streaming, advertisers can now choose a targeted audience instead of the broad public.</p><p><b>The Trade Desk</b> is one of the companies leading this charge, and it also has a strong presence in other forms of online advertising. In 2019, the IDC (International Data Corporation) projected around $750 billion in global advertising spending, and The Trade Desk believes it can capture a large portion of that. By using third-party, first-party, and proprietary in-house data, The Trade Desk believes its data management platform can target customers accurately while maintaining customer privacy.</p><p>The Trade Desk is already a successful company, with an adjusted Q1 EBITDA margin of 38% on revenue of $315 million (which grew 43% YoY). Its massive market opportunity and profitability will allow The Trade Desk to maintain its leadership status in a significant and growing digital advertising industry.</p><p>Along with an S&amp;P 500 index fund, these two companies can make an investor a millionaire in 30 years with a mere $300 a month. However, investors cannot get spooked and sell during difficult market conditions like those we are experiencing now. As long as the company&#39;s thesis is still on track, investors need to be committed to the $300 per month in good times and bad. The key is consistency and patience, two traits that are easier said than done. However, if an investor can master these traits, the rewards will be fantastic.</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>$300 a Month in These 3 Stocks Could Make You a Millionaire by Retirement</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\">\n$300 a Month in These 3 Stocks Could Make You a Millionaire by Retirement\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-17 23:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/17/300-a-month-in-these-3-stocks-could-make-you-a-mil/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One million dollars. This amount seems like a lot, but it has lost a bit of its weight due to inflation. Still, it's a goal nearly every investor has. To achieve this goal through the stock market, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/17/300-a-month-in-these-3-stocks-could-make-you-a-mil/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","NVDA":"英伟达","TTD":"Trade Desk Inc."},"source_url":"https://www.fool.com/investing/2022/05/17/300-a-month-in-these-3-stocks-could-make-you-a-mil/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236380210","content_text":"One million dollars. This amount seems like a lot, but it has lost a bit of its weight due to inflation. Still, it's a goal nearly every investor has. To achieve this goal through the stock market, investors can purchase index funds, individual stocks, or a combination of the two. Because index funds track indexes like the S&P 500 or Nasdaq-100, they are widely diversified and move in smaller increments. On the other hand, individual stocks have more significant potential but also more risk. Using a combination of these two methods can help investors meet their goal of becoming a millionaire by retirement.If the right stocks are chosen, a $300 a month contribution split among three stocks can be the ticket to becoming a millionaire by retirement. Of course, $300 is entirely arbitrary, and investors can find the future value of constant cash flows with the following formula:Image source: Author. F is the future value of an investment, A is an equal cash flow, i is the interest rate, and N is the number of interest periods.Using this formula, one can deduce that a $300 per month cash flow, 12% annual interest rate, and 30 years will yield more than $1 million compounded monthly.I'm sure that's enough math for many readers, so let's move on to what stocks can make this projection happen.Stock 1: An S&P 500 Index FundI know this is boring, but an S&P 500 index fund like SPY is a great portfolio foundation. It gives investors instant diversification in 500 of the largest companies in the U.S. and has returned 10.5% annually since its inception in 1957 through 2021.Because this return rate is lower than our required 12% return, the other two stocks will need to produce a higher average return -- about 12.6% per year. 12.6% over 30 years is an impressive run for a company; however, many companies have accomplished this.Microsoft and Apple had a compounded annual growth rate of 16.8% and 20.3% over the past 30 years.  Admittedly, these are pretty extreme examples, but even Home Depot would meet this criterion, as it has returned 13.4% annually over the past 30 years.Individual stocks can meet this benchmark, so which ones can grow for 30 years?Stock 2: NvidiaThe premier GPU (graphics processing unit) producer Nvidia is one stock I believe can grow for 30 years. Even though Nvidia already has a $400 billion market cap, this company can easily maintain a 12% stock growth rate for 30 years.Its bread and butter product, GPUs, are being used in many products like gaming computers, data centers, and self-driving cars. With every consumer and company pursuing better performance, Nvidia's products will always be in demand as long as they stay at the industry's top.The business is growing rapidly, with earnings per share rising 103% YoY (year over year) on quarterly revenue growth of 53%. With the company developing more software applications like Nvidia AI, the omniverse (Nvidia's version of the metaverse), and Nvidia DRIVE (Nvidia's autonomous vehicle solution), its margins will continue to rise.Nvidia may be a large company now, but its innovation and relevance in future technologies will make it a stock that can deliver massive shareholder returns over the next 30 years.Stock 3: The Trade DeskAdvertising has been around since ancient times, so there's little chance it will fade away within the next 30 years. However, the medium in which it's delivered likely will. Linear TV has dominated since its invention, but with the rising of streaming, advertisers can now choose a targeted audience instead of the broad public.The Trade Desk is one of the companies leading this charge, and it also has a strong presence in other forms of online advertising. In 2019, the IDC (International Data Corporation) projected around $750 billion in global advertising spending, and The Trade Desk believes it can capture a large portion of that. By using third-party, first-party, and proprietary in-house data, The Trade Desk believes its data management platform can target customers accurately while maintaining customer privacy.The Trade Desk is already a successful company, with an adjusted Q1 EBITDA margin of 38% on revenue of $315 million (which grew 43% YoY). Its massive market opportunity and profitability will allow The Trade Desk to maintain its leadership status in a significant and growing digital advertising industry.Along with an S&P 500 index fund, these two companies can make an investor a millionaire in 30 years with a mere $300 a month. However, investors cannot get spooked and sell during difficult market conditions like those we are experiencing now. As long as the company's thesis is still on track, investors need to be committed to the $300 per month in good times and bad. The key is consistency and patience, two traits that are easier said than done. However, if an investor can master these traits, the rewards will be fantastic.","news_type":1},"isVote":1,"tweetType":1,"viewCount":530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004750798,"gmtCreate":1642696222607,"gmtModify":1676533737108,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004750798","repostId":"1126677206","repostType":4,"repost":{"id":"1126677206","pubTimestamp":1642687281,"share":"https://ttm.financial/m/news/1126677206?lang=&edition=fundamental","pubTime":"2022-01-20 22:01","market":"us","language":"en","title":"Apple Stock: How To Trade It Before And After Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1126677206","media":"TheStreet","summary":"Buy the rumor, sell the news? Here is how Apple stock tends to perform around earnings day, and what","content":"<html><head></head><body><p>Buy the rumor, sell the news? Here is how Apple stock tends to perform around earnings day, and what potential investors should think about before pushing the “buy” button.</p><p>Apple will report its fiscal Q1 results on Thursday, January 27. The Apple Maven has already started to preview the event, and we will cover the results and earnings call in real time.</p><p>Today, I turn the focus to Apple stock’s performance around the company’s earnings day. Is now a good time to buy shares ahead of the results? How does the stock tend to perform before and after earnings?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f77cd919bf55f9c7b79f631b0255910\" tg-width=\"1240\" tg-height=\"697\" referrerpolicy=\"no-referrer\"/><span>Figure 1: Apple Park, in Cupertino, CA.</span></p><p><b>Buy AAPL on earnings day</b></p><p>Have you heard the phrase “buy the rumor, sell the news”? It turns out that, historically, Apple stock has <i>not</i> traded in line with the mantra during earnings seasons.</p><p>A few months ago, I ran an analysis on AAPL’s performance before and after earnings day. A bit of a surprise to me, the stock tends to <i>underperform</i> its own two-week average ahead of the earnings release; but then the price tends to <i>spike</i> shortly after the results are published.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dbcbd828ea8b0f101472179795433cf\" tg-width=\"892\" tg-height=\"514\" referrerpolicy=\"no-referrer\"/><span>Figure 2: Median 2-week returns, Earnings vs. non-earnings.</span></p><p>Since publishing the chart above for the first time, Apple released earnings twice: in fiscal Q3 and Q4 of last year.</p><p>After July 27, AAPL stock moved generally sideways for two weeks, but eventually started to climb through early September. After October 28, something similar happened: sideways through early November, then viciously higher in the following four weeks.</p><p>The narrative that seems to fit the observations is the following: traders and investors position themselves ahead of earnings. When the results come out, bulls and bears engage in a tug of war to determine if the results and outlook seem good enough. Eventually, after digesting the numbers and commentary, the market settles largely with the bulls.</p><p><b>Consider seasonality</b></p><p>Looking not much more than a couple of months past fiscal Q1 earnings day may further encourage investors to buy AAPL soon. The chart below shows that, from a seasonality perspective, December and January tend to be the worst months to own AAPL.</p><p>While AAPL managed to climb through the end of December 2021, January has, in fact, been a challenging month for the stock so far.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/815dafc7decf67564014bbbd36f5cf1a\" tg-width=\"1238\" tg-height=\"292\" referrerpolicy=\"no-referrer\"/><span>Figure 3: Average monthly returns vs. S&amp;P 500 (seasonality).</span></p><p>The better news is that February tends to mark a long, four-month period of outperformance over the S&amp;P 500. This is probably the case because investors finally leave behind concerns over the performance of the new iPhone in the holiday quarter and start to think longer term.</p><p><b>Don’t forget fundamentals and value</b></p><p>Of course, earnings trends and seasonality are only two factors to consider when deciding whether to buy Apple stock. More important is to assess Apple’s business fundamentals, and how much an investor might be willing to pay for them.</p><p>I believe that the Cupertno company continues to be one of the best (if not <i>the</i> best) consumer product and service companies in the world. My concern until recently was whether valuations were a bit too rich, following the dizzying Q4 rally.</p><p>Here, I am slightly encouraged by the fact that AAPL price has dipped 8% from the January 3 peak. While $167 per share still does not sound like a once-in-a-lifetime bargain, the figure is easier on the eyes of a buyer than $180-plus.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: How To Trade It Before And After Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: How To Trade It Before And After Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-20 22:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/apple-stock-how-to-trade-it-before-and-after-earnings><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Buy the rumor, sell the news? Here is how Apple stock tends to perform around earnings day, and what potential investors should think about before pushing the “buy” button.Apple will report its fiscal...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/apple-stock-how-to-trade-it-before-and-after-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/apple-stock-how-to-trade-it-before-and-after-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126677206","content_text":"Buy the rumor, sell the news? Here is how Apple stock tends to perform around earnings day, and what potential investors should think about before pushing the “buy” button.Apple will report its fiscal Q1 results on Thursday, January 27. The Apple Maven has already started to preview the event, and we will cover the results and earnings call in real time.Today, I turn the focus to Apple stock’s performance around the company’s earnings day. Is now a good time to buy shares ahead of the results? How does the stock tend to perform before and after earnings?Figure 1: Apple Park, in Cupertino, CA.Buy AAPL on earnings dayHave you heard the phrase “buy the rumor, sell the news”? It turns out that, historically, Apple stock has not traded in line with the mantra during earnings seasons.A few months ago, I ran an analysis on AAPL’s performance before and after earnings day. A bit of a surprise to me, the stock tends to underperform its own two-week average ahead of the earnings release; but then the price tends to spike shortly after the results are published.Figure 2: Median 2-week returns, Earnings vs. non-earnings.Since publishing the chart above for the first time, Apple released earnings twice: in fiscal Q3 and Q4 of last year.After July 27, AAPL stock moved generally sideways for two weeks, but eventually started to climb through early September. After October 28, something similar happened: sideways through early November, then viciously higher in the following four weeks.The narrative that seems to fit the observations is the following: traders and investors position themselves ahead of earnings. When the results come out, bulls and bears engage in a tug of war to determine if the results and outlook seem good enough. Eventually, after digesting the numbers and commentary, the market settles largely with the bulls.Consider seasonalityLooking not much more than a couple of months past fiscal Q1 earnings day may further encourage investors to buy AAPL soon. The chart below shows that, from a seasonality perspective, December and January tend to be the worst months to own AAPL.While AAPL managed to climb through the end of December 2021, January has, in fact, been a challenging month for the stock so far.Figure 3: Average monthly returns vs. S&P 500 (seasonality).The better news is that February tends to mark a long, four-month period of outperformance over the S&P 500. This is probably the case because investors finally leave behind concerns over the performance of the new iPhone in the holiday quarter and start to think longer term.Don’t forget fundamentals and valueOf course, earnings trends and seasonality are only two factors to consider when deciding whether to buy Apple stock. More important is to assess Apple’s business fundamentals, and how much an investor might be willing to pay for them.I believe that the Cupertno company continues to be one of the best (if not the best) consumer product and service companies in the world. My concern until recently was whether valuations were a bit too rich, following the dizzying Q4 rally.Here, I am slightly encouraged by the fact that AAPL price has dipped 8% from the January 3 peak. While $167 per share still does not sound like a once-in-a-lifetime bargain, the figure is easier on the eyes of a buyer than $180-plus.","news_type":1},"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130661323,"gmtCreate":1621539102062,"gmtModify":1704359257098,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"htmlText":"Just&nbsp;DCA into QQQ","listText":"Just&nbsp;DCA into QQQ","text":"Just DCA into QQQ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/130661323","repostId":"1114639105","repostType":4,"repost":{"id":"1114639105","pubTimestamp":1621524985,"share":"https://ttm.financial/m/news/1114639105?lang=&edition=fundamental","pubTime":"2021-05-20 23:36","market":"us","language":"en","title":"Today's Tech Sell-Off: Where to Invest $5,000 for the Next 5 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=1114639105","media":"Motley Fool","summary":"These tech giants might multiply your $5,000 investment substantially in the coming years.The Nasdaq-100 Technology Sector index has retreated more than 7% in the past month, bringing down the valuations of some fast-growing names in tech that were considered overvalued earlier. But one shouldn't forget that this same index has jumped more than 240% in the past five years, which means that a $5,000 investment in the index would be worth $17,000 now.Advanced Micro Devices  stock has done even bet","content":"<p>These tech giants might multiply your $5,000 investment substantially in the coming years.</p>\n<p>The&nbsp;<b>Nasdaq-100 Technology Sector</b>&nbsp;index has retreated more than 7% in the past month, bringing down the valuations of some fast-growing names in tech that were considered overvalued earlier. But one shouldn't forget that this same index has jumped more than 240% in the past five years, which means that a $5,000 investment in the index would be worth $17,000 now.</p>\n<p><b>Advanced Micro Devices</b>&nbsp;(NASDAQ:AMD)&nbsp;stock has done even better over five years, rising over 1,850% and turning $5,000 into nearly $100,000. Rival graphics card specialist&nbsp;<b>NVIDIA</b>(NASDAQ:NVDA)has soared over 1,200% over a similar period. Both stocks have pulled back thanks to the tech sell-off, but these two stocks could deliver outsized gains over the next five years as well, thanks to the catalysts they are sitting on. Let's find out why.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45c65cfc8b2918e175d465448db6ae7c\" tg-width=\"2000\" tg-height=\"1427\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>1. Advanced Micro Devices</b></p>\n<p>AMD's fortunes have&nbsp;changed big time&nbsp;over the past five years. A competitive product lineup has allowed it to&nbsp;take market share away&nbsp;from&nbsp;<b>Intel</b>&nbsp;(NASDAQ:INTC)&nbsp;in the x86 processor market, a trend that's expected to continue in the next five years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c49fb00a03d9fc043669c6253b537fc8\" tg-width=\"720\" tg-height=\"387\"><span>AMD DATA BY YCHARTS</span></p>\n<p>AMD has made solid progress in the PC market through its Ryzen CPUs (central processing units) and Radeon GPUs (graphics processing units). According to the latest data&nbsp;from Steam Hardware Survey for April, AMD now controls almost 29.5% of the PC CPU space. It controlled 25% of the market in December 2020, with Intel holding the rest. Steam data is a credible source for PC market share information, as the platform is used by 120 million monthly active users worldwide.</p>\n<p>Meanwhile, Mercury Research estimates that AMD's desktop PC market share increased to 19.3% at the end of the first quarter, up from just 11.4% four years ago. It also holds 18% of the mobile CPU market. AMD's CPU market share is expected to&nbsp;jump as high as 50%&nbsp;in 2021 as per Wall Street. This doesn't seem surprising given thetechnology advantage&nbsp;AMD enjoys over Intel, as well as&nbsp;Chipzilla's troubles&nbsp;with getting its latest chips out of the gate.</p>\n<p>AMD has also turned on the heat in the laptop market. The company's Ryzen 5000 mobile processors are expected to&nbsp;power 50% more models&nbsp;this year and pave the way for more market share gains.</p>\n<p>Meanwhile, AMD has made solid progress in the server processor market, finishing Q1 with an 8.9% share. It was nowhere to be seen in server processors four years ago, but the&nbsp;arrival of the EPYC chips&nbsp;has given it a big shot in the arm. AMD is poised to&nbsp;take away more market share&nbsp;from Intel in servers in the coming years and could make billions of dollars from this space.</p>\n<p>On the other hand, the arrival of the latest gaming consoles from&nbsp;<b>Sony</b>&nbsp;and&nbsp;<b>Microsoft</b>&nbsp;that are powered by AMD's chips is&nbsp;moving the needle in a big way&nbsp;for the chipmaker. The PlayStation 5 has sold 7.8 million units so far. It is expected&nbsp;to sell over 200 million units over its lifetime, according to an analyst at Japanese firm Rakuten Securities, as compared to 116 million units of the previous generation PS4.</p>\n<p>What's more, AMD is reportedly getting&nbsp;80% more revenue from each unit of the PS5 over the PS4. So, a combination of higher shipments and stronger revenue from each gaming console should unlock a massive revenue opportunity for the company in the long run. Not surprisingly, analysts expect&nbsp;AMD to deliver almost 30% annual earnings growth over the next five years -- making it a&nbsp;top growth stock&nbsp;where one can park $5,000 right now, given that it is trading at less than 28 times&nbsp;forward earnings.</p>\n<p><b>2. NVIDIA</b></p>\n<p>NVIDIA has come a long way in the past five years. The chipmaker has&nbsp;branched out into&nbsp;several fast-growing applications such as data centers, artificial intelligence, autonomous cars, and&nbsp;5G wireless networks&nbsp;from supplying graphics cards for gaming PCs.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60ad2c7070e39d4c3cca24654ff15c3d\" tg-width=\"720\" tg-height=\"387\"><span>NVDA DATA BY YCHARTS</span></p>\n<p>Gaming continues to be NVIDIA's biggest source of revenue, accounting for 46% of its top line last fiscal year. The segment's revenue was up 41% in fiscal 2021 to $7.7 billion, thanks to the launch of NVIDIA's new RTX 30 series graphics cards, which have set the sales charts on fire by triggering a&nbsp;massive upgrade cycle.</p>\n<p>NVIDIA estimates that 85% of its installed base is yet to upgrade to the RTX series cards, which pack a&nbsp;huge performance bump&nbsp;at aggressive price points over prior generation cards. That's a huge opportunity, as NVIDIA's installed base of gaming graphics cards&nbsp;stands at 140 million. More importantly, the company's new GPUs are driving an increase in the average selling price (ASP).</p>\n<p>The latest Ampere-based GPUs recorded&nbsp;an ASP of $360 in the first six months of their launch thanks to an increase in the proportion of customers buying higher-priced cards. That's 20% higher than the previous generation Turing cards that had an ASP of $300 in the initial six months, and well above the $245 ASP of the Pascal cards that were released&nbsp;five years ago.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/248662e56d72ba00757a9c18076ebd6b\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p>So, NVIDIA's gaming business could keep growing at a terrific pace over the next five years thanks to a combination of strong volumes and improved pricing. Jon Peddie Research estimates&nbsp;that 41.5 million discrete GPUs were sold in 2020, and NVIDIA&nbsp;dominated this market&nbsp;with a share of 82% at the end of the year. This bodes well for NVIDIA's future, as the GPU market is expected to clock annual growth of nearly 34% through 2027 as per third-party&nbsp;estimates.</p>\n<p>Beyond gaming, NVIDIA is sitting on huge opportunities in nascent markets such as self-driving cars. The company has struck several partnerships in this space and has already lined up automotive design wins&nbsp;worth $8 billion&nbsp;for the next five years. This figure could keep growing thanks to NVIDIA's solid product roadmap, which indicates that it is working on more powerful self-driving platforms that should hit the market in the coming years.</p>\n<p>Throw in the fact that NVIDIA's terrific growth in the data center market won't be fading any time soon, and investors will have one more reason to hold on to this tech titan. The data center business generated $6.7 billion in revenue in FY21, up 124% year over year. It accounted for 40% of the total revenue. NVIDIA is now branching out into new areas to ensure that this business keeps growing at elevated rates.</p>\n<p>It recently announced&nbsp;the Grace CPU, a server processor that's expected to go on sale in 2023. This would be new territory for NVIDIA, and success here could supercharge the company's data center business, as the server processor market is expected to be worth $19 billion&nbsp;by 2023.</p>\n<p>So, NVIDIA still has a lot of room for growth. Analysts forecast 20%-plus annual earnings growth for the next five years, though NVIDIA could do better if the new opportunities it is attacking bear fruit. In all, NVIDIA looks like a top stock where investors can park $5,000, as it is set for multi-year growth and trades at an attractive 36 times&nbsp;forward earnings as compared to 2020's average multiple of 46.</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>Today's Tech Sell-Off: Where to Invest $5,000 for the Next 5 Years</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\">\nToday's Tech Sell-Off: Where to Invest $5,000 for the Next 5 Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-20 23:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/20/tech-sell-off-where-invest-5000-for-next-5-years/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These tech giants might multiply your $5,000 investment substantially in the coming years.\nThe Nasdaq-100 Technology Sector index has retreated more than 7% in the past month, bringing down the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/20/tech-sell-off-where-invest-5000-for-next-5-years/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NDX":"纳斯达克100指数","NVDA":"英伟达","AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2021/05/20/tech-sell-off-where-invest-5000-for-next-5-years/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114639105","content_text":"These tech giants might multiply your $5,000 investment substantially in the coming years.\nThe Nasdaq-100 Technology Sector index has retreated more than 7% in the past month, bringing down the valuations of some fast-growing names in tech that were considered overvalued earlier. But one shouldn't forget that this same index has jumped more than 240% in the past five years, which means that a $5,000 investment in the index would be worth $17,000 now.\nAdvanced Micro Devices (NASDAQ:AMD) stock has done even better over five years, rising over 1,850% and turning $5,000 into nearly $100,000. Rival graphics card specialist NVIDIA(NASDAQ:NVDA)has soared over 1,200% over a similar period. Both stocks have pulled back thanks to the tech sell-off, but these two stocks could deliver outsized gains over the next five years as well, thanks to the catalysts they are sitting on. Let's find out why.\nIMAGE SOURCE: GETTY IMAGES.\n1. Advanced Micro Devices\nAMD's fortunes have changed big time over the past five years. A competitive product lineup has allowed it to take market share away from Intel (NASDAQ:INTC) in the x86 processor market, a trend that's expected to continue in the next five years.\nAMD DATA BY YCHARTS\nAMD has made solid progress in the PC market through its Ryzen CPUs (central processing units) and Radeon GPUs (graphics processing units). According to the latest data from Steam Hardware Survey for April, AMD now controls almost 29.5% of the PC CPU space. It controlled 25% of the market in December 2020, with Intel holding the rest. Steam data is a credible source for PC market share information, as the platform is used by 120 million monthly active users worldwide.\nMeanwhile, Mercury Research estimates that AMD's desktop PC market share increased to 19.3% at the end of the first quarter, up from just 11.4% four years ago. It also holds 18% of the mobile CPU market. AMD's CPU market share is expected to jump as high as 50% in 2021 as per Wall Street. This doesn't seem surprising given thetechnology advantage AMD enjoys over Intel, as well as Chipzilla's troubles with getting its latest chips out of the gate.\nAMD has also turned on the heat in the laptop market. The company's Ryzen 5000 mobile processors are expected to power 50% more models this year and pave the way for more market share gains.\nMeanwhile, AMD has made solid progress in the server processor market, finishing Q1 with an 8.9% share. It was nowhere to be seen in server processors four years ago, but the arrival of the EPYC chips has given it a big shot in the arm. AMD is poised to take away more market share from Intel in servers in the coming years and could make billions of dollars from this space.\nOn the other hand, the arrival of the latest gaming consoles from Sony and Microsoft that are powered by AMD's chips is moving the needle in a big way for the chipmaker. The PlayStation 5 has sold 7.8 million units so far. It is expected to sell over 200 million units over its lifetime, according to an analyst at Japanese firm Rakuten Securities, as compared to 116 million units of the previous generation PS4.\nWhat's more, AMD is reportedly getting 80% more revenue from each unit of the PS5 over the PS4. So, a combination of higher shipments and stronger revenue from each gaming console should unlock a massive revenue opportunity for the company in the long run. Not surprisingly, analysts expect AMD to deliver almost 30% annual earnings growth over the next five years -- making it a top growth stock where one can park $5,000 right now, given that it is trading at less than 28 times forward earnings.\n2. NVIDIA\nNVIDIA has come a long way in the past five years. The chipmaker has branched out into several fast-growing applications such as data centers, artificial intelligence, autonomous cars, and 5G wireless networks from supplying graphics cards for gaming PCs.\nNVDA DATA BY YCHARTS\nGaming continues to be NVIDIA's biggest source of revenue, accounting for 46% of its top line last fiscal year. The segment's revenue was up 41% in fiscal 2021 to $7.7 billion, thanks to the launch of NVIDIA's new RTX 30 series graphics cards, which have set the sales charts on fire by triggering a massive upgrade cycle.\nNVIDIA estimates that 85% of its installed base is yet to upgrade to the RTX series cards, which pack a huge performance bump at aggressive price points over prior generation cards. That's a huge opportunity, as NVIDIA's installed base of gaming graphics cards stands at 140 million. More importantly, the company's new GPUs are driving an increase in the average selling price (ASP).\nThe latest Ampere-based GPUs recorded an ASP of $360 in the first six months of their launch thanks to an increase in the proportion of customers buying higher-priced cards. That's 20% higher than the previous generation Turing cards that had an ASP of $300 in the initial six months, and well above the $245 ASP of the Pascal cards that were released five years ago.\nIMAGE SOURCE: GETTY IMAGES.\nSo, NVIDIA's gaming business could keep growing at a terrific pace over the next five years thanks to a combination of strong volumes and improved pricing. Jon Peddie Research estimates that 41.5 million discrete GPUs were sold in 2020, and NVIDIA dominated this market with a share of 82% at the end of the year. This bodes well for NVIDIA's future, as the GPU market is expected to clock annual growth of nearly 34% through 2027 as per third-party estimates.\nBeyond gaming, NVIDIA is sitting on huge opportunities in nascent markets such as self-driving cars. The company has struck several partnerships in this space and has already lined up automotive design wins worth $8 billion for the next five years. This figure could keep growing thanks to NVIDIA's solid product roadmap, which indicates that it is working on more powerful self-driving platforms that should hit the market in the coming years.\nThrow in the fact that NVIDIA's terrific growth in the data center market won't be fading any time soon, and investors will have one more reason to hold on to this tech titan. The data center business generated $6.7 billion in revenue in FY21, up 124% year over year. It accounted for 40% of the total revenue. NVIDIA is now branching out into new areas to ensure that this business keeps growing at elevated rates.\nIt recently announced the Grace CPU, a server processor that's expected to go on sale in 2023. This would be new territory for NVIDIA, and success here could supercharge the company's data center business, as the server processor market is expected to be worth $19 billion by 2023.\nSo, NVIDIA still has a lot of room for growth. Analysts forecast 20%-plus annual earnings growth for the next five years, though NVIDIA could do better if the new opportunities it is attacking bear fruit. In all, NVIDIA looks like a top stock where investors can park $5,000, as it is set for multi-year growth and trades at an attractive 36 times forward earnings as compared to 2020's average multiple of 46.","news_type":1},"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130889659,"gmtCreate":1621523357271,"gmtModify":1704359105793,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"htmlText":"Time to buy XLE ETF - long call to Y2022.","listText":"Time to buy XLE ETF - long call to Y2022.","text":"Time to buy XLE ETF - long call to Y2022.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/130889659","repostId":"2136921902","repostType":4,"repost":{"id":"2136921902","pubTimestamp":1621514880,"share":"https://ttm.financial/m/news/2136921902?lang=&edition=fundamental","pubTime":"2021-05-20 20:48","market":"us","language":"en","title":"Forget the crypto chaos. Look at this underappreciated sector for stock-market gains, says strategist.","url":"https://stock-news.laohu8.com/highlight/detail?id=2136921902","media":"MarketWatch","summary":"The cryptocurrency chaos continued on Thursday, as investor sentiment on stocks exhibited similar ji","content":"<p>The cryptocurrency chaos continued on Thursday, as investor sentiment on stocks exhibited similar jitters. Equities are set to extend declines as crypto markets remain volatile and depressed.</p>\n<p>But let's block out the noise over bitcoin, Elon Musk's tweets, and concerns about inflation and technology-stock valuations.</p>\n<p>Our call of the day, from strategist Jesse Felder of the Felder Report financial blog , urged investors to look to an underappreciated sector for stock-market gains: energy.</p>\n<p>One of Felder's mantras is to look for investing opportunities outside of major indexes. The rise of passive investing, with massive funds passively tracking stock market indexes, makes these opportunities more prevalent and attractive, he said.</p>\n<p>According to Felder, passive investing has recently become less popular, as investors increasingly embrace variations of ESG: environmental, social, and governance investing, which measures social and environmental impact. That includes the more speculative side of the trend, like green energy stocks Ørsted and Plug Power <a href=\"https://laohu8.com/S/PLUG\">$(PLUG)$</a>, and electric-vehicle companies like Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> and NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>.</p>\n<p>Felder said this has resulted in portfolios that are more concentrated in popular sectors such as tech, and underweight in the traditional energy sector.</p>\n<p>\"In this way, ESG has merely served to magnify the momentum that passive index funds create when they allocate more new money to stocks and sectors with rising values, like tech and communications services,\" Felder said, with funds allocating less new money to sectors with falling values, like energy.</p>\n<p>\"As a result, opportunities that run counter to these trends have become even more attractive than they otherwise would have,\" he said.</p>\n<p>The momentum is now shifting. Energy has begun to outperform the rest of the stock market, including tech, and \"many may be asking themselves whether this trend is sustainable.\" Felder thinks it is.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ca60c8ba87702d88f1e7cd965b99671\" tg-width=\"1260\" tg-height=\"912\"><span>CHART VIA THE FELDER REPORT BLOG.</span></p>\n<p>Felder pointed to the chart, above, which shows historical weightings within the S&amp;P 500 index. Energy has a smaller portion that it did two decades ago, at the beginning of its last major bull market. Tech and communications-services stocks are slightly below all-time highs notched at the peak of the dot-com bubble.</p>\n<p>\"For my money, those alligator jaws look more likely to snap shut than to open even wider,\" Felder said.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forget the crypto chaos. Look at this underappreciated sector for stock-market gains, says strategist.</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\">\nForget the crypto chaos. Look at this underappreciated sector for stock-market gains, says strategist.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-20 20:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/forget-the-crypto-chaos-look-at-this-underappreciated-sector-for-stock-market-gains-says-strategist-11621509767?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The cryptocurrency chaos continued on Thursday, as investor sentiment on stocks exhibited similar jitters. Equities are set to extend declines as crypto markets remain volatile and depressed.\nBut let'...</p>\n\n<a href=\"https://www.marketwatch.com/story/forget-the-crypto-chaos-look-at-this-underappreciated-sector-for-stock-market-gains-says-strategist-11621509767?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/forget-the-crypto-chaos-look-at-this-underappreciated-sector-for-stock-market-gains-says-strategist-11621509767?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2136921902","content_text":"The cryptocurrency chaos continued on Thursday, as investor sentiment on stocks exhibited similar jitters. Equities are set to extend declines as crypto markets remain volatile and depressed.\nBut let's block out the noise over bitcoin, Elon Musk's tweets, and concerns about inflation and technology-stock valuations.\nOur call of the day, from strategist Jesse Felder of the Felder Report financial blog , urged investors to look to an underappreciated sector for stock-market gains: energy.\nOne of Felder's mantras is to look for investing opportunities outside of major indexes. The rise of passive investing, with massive funds passively tracking stock market indexes, makes these opportunities more prevalent and attractive, he said.\nAccording to Felder, passive investing has recently become less popular, as investors increasingly embrace variations of ESG: environmental, social, and governance investing, which measures social and environmental impact. That includes the more speculative side of the trend, like green energy stocks Ørsted and Plug Power $(PLUG)$, and electric-vehicle companies like Tesla $(TSLA)$ and NIO $(NIO)$.\nFelder said this has resulted in portfolios that are more concentrated in popular sectors such as tech, and underweight in the traditional energy sector.\n\"In this way, ESG has merely served to magnify the momentum that passive index funds create when they allocate more new money to stocks and sectors with rising values, like tech and communications services,\" Felder said, with funds allocating less new money to sectors with falling values, like energy.\n\"As a result, opportunities that run counter to these trends have become even more attractive than they otherwise would have,\" he said.\nThe momentum is now shifting. Energy has begun to outperform the rest of the stock market, including tech, and \"many may be asking themselves whether this trend is sustainable.\" Felder thinks it is.\nCHART VIA THE FELDER REPORT BLOG.\nFelder pointed to the chart, above, which shows historical weightings within the S&P 500 index. Energy has a smaller portion that it did two decades ago, at the beginning of its last major bull market. Tech and communications-services stocks are slightly below all-time highs notched at the peak of the dot-com bubble.\n\"For my money, those alligator jaws look more likely to snap shut than to open even wider,\" Felder said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9064788955,"gmtCreate":1652369691077,"gmtModify":1676535087231,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"htmlText":"Buy NVDA","listText":"Buy NVDA","text":"Buy NVDA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9064788955","repostId":"2234958237","repostType":4,"repost":{"id":"2234958237","pubTimestamp":1652368755,"share":"https://ttm.financial/m/news/2234958237?lang=&edition=fundamental","pubTime":"2022-05-12 23:19","market":"us","language":"en","title":"Tech Sell-Off: 2 Growth Stocks to Buy, and 1 to Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2234958237","media":"Motley Fool","summary":"Broad losses in the tech sector don't translate into broad opportunities. It's crucial to be selective.","content":"<html><head></head><body><p>After a stunning rally from the March 2020 pandemic low point, which saw the technology-centric <b>Nasdaq-100</b> index more than double, it has since seen a partial reversal and is now officially in bear market territory.</p><p>Bear markets are generally defined by a prolonged decline in an index (or a trading sector) of at least 20% from recent highs. The Nasdaq-100 has comfortably surpassed that with a current loss of 26% from its all-time high set in November 2021. The broader <b>S&amp;P 500</b> isn&#39;t far behind, having lost 16% over roughly the same period.</p><p>Further increases in interest rates, paired with global geopolitical tensions and a slowing economy suggest investors will need to be more selective with their stock picks compared to the last two years. With that in mind, here are two growth stocks worth buying now, and <a href=\"https://laohu8.com/S/AONE.U\">one</a> to avoid.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e80d5d1164b343bfca694612d7a8a1e\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>The first stock to buy: <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></h2><p>When it comes to selecting quality stocks, choosing businesses that are focused on the extreme long term is a great place to start. <b>Nvidia </b> is a global leader in the design and production of advanced computer chips (semiconductors), which are set to remain in hot demand thanks to rapid progress in new technologies like self-driving vehicles, robotics, and virtual reality.</p><p>To prepare for this high-tech future, Nvidia is transitioning from a dominant hardware player to a computing platform company that also makes semiconductors. What does that mean? Well, the future of Nvidia may rest on its software capabilities. In the gaming segment, for example, its GeForce Now platform allows over 14 million users to access their favorite games in the cloud, eliminating the need for installation and updates.</p><p>An even better example is Nvidia&#39;s autonomous driving technology, which is set to hit the road in 2024 model Mercedes-Benz vehicles, closely followed by cars from <b>Tata Motors</b>&#39; Jaguar and Land Rover. The segment has already racked up $8 billion in sales for Nvidia, but that barely scratches the surface of what could be a $2.1 trillion annual opportunity by 2030.</p><p>Segments like that might be small contributors to Nvidia&#39;s revenue right now, but they could dominate the company&#39;s financials beyond the next decade. In the shorter term, analysts expect Nvidia will generate $34.7 billion in revenue and $5.65 in earnings per share during 2022, representing 29% and 27% growth compared to 2021, respectively.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e3f1e49d80f1d825559b4ab3b51cee2\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>The second stock to buy: <a href=\"https://laohu8.com/S/DOCN\">DigitalOcean</a></h2><p>Cloud computing is one of the most impactful technologies of modern times. It allows companies to migrate their operations into the digital realm, unlocking the ability for employees to collaborate on tasks even if they&#39;re in a different building -- or country. <b>DigitalOcean Holdings</b> is a provider of cloud services exclusively focused on small to mid-sized businesses with under 500 employees, and it&#39;s taking on its multi-trillion-dollar competitors.</p><p>The company has tailored its services to suit start-ups and small enterprises that may not have experienced tech employees on the payroll. It offers a dashboard that is simple to use, allowing for one-click deployment of virtual machines. But more importantly, it crushes its competitors on price, with bandwidth starting at $0.01 per gigabyte per month, which is 80% cheaper than its closest competitor.</p><p>Whether businesses are managing databases, building applications, or developing software, DigitalOcean has plans ranging from $0 to $15 per month, an incredibly affordable starting point. It had attracted 623,000 customers as of the first quarter of 2022, with 102,400 of them spending more than $50 per month. In the quarter, DigitalOcean logged its highest-ever average revenue per user, and retention rate, suggesting its existing customers are expanding their use of the company&#39;s services.</p><p>Analysts predict the company will generate $566 million in revenue during 2022. But that&#39;s a fraction of what DigitalOcean anticipates is a $72 billion addressable opportunity this year, which could double to $145 billion by 2025. With the company&#39;s stock down 76% from its all-time high, now might be the time to take a long-term position.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c212a41fd053920e9098895e65670259\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Peloton.</span></p><h2>The stock to sell: <a href=\"https://laohu8.com/S/PTON\">Peloton</a></h2><p>Once a pandemic darling, <b>Peloton Interactive</b>&#39;s at-home fitness equipment and digital classes have fallen in popularity now that society has mostly reopened. The company finds itself competing with gyms once again, and is experiencing a decline in both engagement and revenue, resulting in staggering net losses. A new CEO is at the helm and he&#39;s making some positive changes, but the smart move is to wait for tangible progress before taking a position.</p><p>Peloton announced its financial results for its fiscal third quarter of 2022 (ended March 31), and it revealed a substantial 24% year-over-year decline in revenue, which included a 42% drop in products revenue. Average monthly workouts among Peloton subscribers fell 28%, and that&#39;s important because it&#39;s a critical measure of how often users are engaging with the company&#39;s products.</p><p>But perhaps the greatest concern was the collapse in Peloton&#39;s gross profit margin. It came in at just 19.1% in the quarter, down from 35.2% in the year-ago quarter, and it triggered a 59% decline in gross profit. The result: a quarterly net loss of $757 million, taking the company&#39;s net losses to almost $1.2 billion in just the last six months.</p><p>The situation was so dire that Peloton determined its $879 million cash balance wasn&#39;t enough to secure the company&#39;s future. It just took on $750 million in debt financing to help alleviate any shortfalls, but that creates other issues -- another expense (interest) being one of them.</p><p>Peloton stock is down over 90% from its all-time high, significantly underperforming the broader market. The way back from here is paved with uncertainties, so it&#39;s best to avoid it until the company&#39;s outlook is more stable.</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>Tech Sell-Off: 2 Growth Stocks to Buy, and 1 to Sell</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTech Sell-Off: 2 Growth Stocks to Buy, and 1 to Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-12 23:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/11/tech-sell-off-2-growth-stocks-to-buy-and-1-to-sell/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a stunning rally from the March 2020 pandemic low point, which saw the technology-centric Nasdaq-100 index more than double, it has since seen a partial reversal and is now officially in bear ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/11/tech-sell-off-2-growth-stocks-to-buy-and-1-to-sell/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DOCN":"DigitalOcean Holdings, Inc.","PTON":"Peloton Interactive, Inc.","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2022/05/11/tech-sell-off-2-growth-stocks-to-buy-and-1-to-sell/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2234958237","content_text":"After a stunning rally from the March 2020 pandemic low point, which saw the technology-centric Nasdaq-100 index more than double, it has since seen a partial reversal and is now officially in bear market territory.Bear markets are generally defined by a prolonged decline in an index (or a trading sector) of at least 20% from recent highs. The Nasdaq-100 has comfortably surpassed that with a current loss of 26% from its all-time high set in November 2021. The broader S&P 500 isn't far behind, having lost 16% over roughly the same period.Further increases in interest rates, paired with global geopolitical tensions and a slowing economy suggest investors will need to be more selective with their stock picks compared to the last two years. With that in mind, here are two growth stocks worth buying now, and one to avoid.Image source: Getty Images.The first stock to buy: NvidiaWhen it comes to selecting quality stocks, choosing businesses that are focused on the extreme long term is a great place to start. Nvidia  is a global leader in the design and production of advanced computer chips (semiconductors), which are set to remain in hot demand thanks to rapid progress in new technologies like self-driving vehicles, robotics, and virtual reality.To prepare for this high-tech future, Nvidia is transitioning from a dominant hardware player to a computing platform company that also makes semiconductors. What does that mean? Well, the future of Nvidia may rest on its software capabilities. In the gaming segment, for example, its GeForce Now platform allows over 14 million users to access their favorite games in the cloud, eliminating the need for installation and updates.An even better example is Nvidia's autonomous driving technology, which is set to hit the road in 2024 model Mercedes-Benz vehicles, closely followed by cars from Tata Motors' Jaguar and Land Rover. The segment has already racked up $8 billion in sales for Nvidia, but that barely scratches the surface of what could be a $2.1 trillion annual opportunity by 2030.Segments like that might be small contributors to Nvidia's revenue right now, but they could dominate the company's financials beyond the next decade. In the shorter term, analysts expect Nvidia will generate $34.7 billion in revenue and $5.65 in earnings per share during 2022, representing 29% and 27% growth compared to 2021, respectively.Image source: Getty Images.The second stock to buy: DigitalOceanCloud computing is one of the most impactful technologies of modern times. It allows companies to migrate their operations into the digital realm, unlocking the ability for employees to collaborate on tasks even if they're in a different building -- or country. DigitalOcean Holdings is a provider of cloud services exclusively focused on small to mid-sized businesses with under 500 employees, and it's taking on its multi-trillion-dollar competitors.The company has tailored its services to suit start-ups and small enterprises that may not have experienced tech employees on the payroll. It offers a dashboard that is simple to use, allowing for one-click deployment of virtual machines. But more importantly, it crushes its competitors on price, with bandwidth starting at $0.01 per gigabyte per month, which is 80% cheaper than its closest competitor.Whether businesses are managing databases, building applications, or developing software, DigitalOcean has plans ranging from $0 to $15 per month, an incredibly affordable starting point. It had attracted 623,000 customers as of the first quarter of 2022, with 102,400 of them spending more than $50 per month. In the quarter, DigitalOcean logged its highest-ever average revenue per user, and retention rate, suggesting its existing customers are expanding their use of the company's services.Analysts predict the company will generate $566 million in revenue during 2022. But that's a fraction of what DigitalOcean anticipates is a $72 billion addressable opportunity this year, which could double to $145 billion by 2025. With the company's stock down 76% from its all-time high, now might be the time to take a long-term position.Image source: Peloton.The stock to sell: PelotonOnce a pandemic darling, Peloton Interactive's at-home fitness equipment and digital classes have fallen in popularity now that society has mostly reopened. The company finds itself competing with gyms once again, and is experiencing a decline in both engagement and revenue, resulting in staggering net losses. A new CEO is at the helm and he's making some positive changes, but the smart move is to wait for tangible progress before taking a position.Peloton announced its financial results for its fiscal third quarter of 2022 (ended March 31), and it revealed a substantial 24% year-over-year decline in revenue, which included a 42% drop in products revenue. Average monthly workouts among Peloton subscribers fell 28%, and that's important because it's a critical measure of how often users are engaging with the company's products.But perhaps the greatest concern was the collapse in Peloton's gross profit margin. It came in at just 19.1% in the quarter, down from 35.2% in the year-ago quarter, and it triggered a 59% decline in gross profit. The result: a quarterly net loss of $757 million, taking the company's net losses to almost $1.2 billion in just the last six months.The situation was so dire that Peloton determined its $879 million cash balance wasn't enough to secure the company's future. It just took on $750 million in debt financing to help alleviate any shortfalls, but that creates other issues -- another expense (interest) being one of them.Peloton stock is down over 90% from its all-time high, significantly underperforming the broader market. The way back from here is paved with uncertainties, so it's best to avoid it until the company's outlook is more stable.","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151024503,"gmtCreate":1625059284902,"gmtModify":1703735045346,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"htmlText":"How about IVR?&nbsp;","listText":"How about IVR?&nbsp;","text":"How about IVR?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/151024503","repostId":"2147818632","repostType":4,"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162086951,"gmtCreate":1624027616373,"gmtModify":1703827079167,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"htmlText":"Took 3 days to form the word \"TIGER\" without exchanging any cards.","listText":"Took 3 days to form the word \"TIGER\" without exchanging any cards.","text":"Took 3 days to form the word \"TIGER\" without exchanging any cards.","images":[{"img":"https://static.tigerbbs.com/2b91c75b2610c8d1693a48105027f24a","width":"1080","height":"2222"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162086951","isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}