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TCH77
2022-06-12
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TCH77
2022-04-13
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Looking for Tech Stocks? These 3 Are Great Buys
TCH77
2022-02-02
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Astra Space shares rose more than 5% in morning trading
Go to Tiger App to see more news
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23:24","market":"us","language":"en","title":"Looking for Tech Stocks? These 3 Are Great Buys","url":"https://stock-news.laohu8.com/highlight/detail?id=2226652534","media":"Motley Fool","summary":"Tech stocks' drop this year drove many investors from the space. Now could be the time to get back in.","content":"<html><head></head><body><p>The tech sector has left a bad taste in the mouths of investors over the past six months as a 13-year-long bull run came to an unceremonious end. The market began rotating out of previously high-flying tech stocks into more defensive consumer-oriented ones, causing the tech-heavy <b>Nasdaq-100</b> to lose more than 20% of its value -- official bear market territory.</p><p>Since that low point a month ago, the index has rallied again, rising almost 12%. It hasn't reached the levels it started the year at, but investors seem comfortable buying cheap tech stocks again. For those ready to get their feet wet again, these three tech stocks are great buys.</p><h2>1. <a href=\"https://laohu8.com/S/FSLY\">Fastly</a></h2><p>Ever since last summer's internet outage, edge cloud-services provider <b>Fastly</b> ( FSLY ) has been on one long, sometimes dramatic, decline. Shares of the content delivery network (CDN) are down 75% from their highs as growth has slowed and losses persist.</p><p>Yet like the tech index itself, Fastly has bounced off its lows and is 40% above last month's nadir. There's good reason to believe it can continue growing from here on out.</p><p>Fastly ended 2021 on a high note, growing revenue beyond guidance to $97.7 million. This came as its dollar-based net expansion rate, or how much more money the same group of customers from last year is spending on the platform this year, increased to 121% in the fourth quarter versus a 118% increase in the third. And the number of customers grew 34% to over 2,800 as the number of enterprise-level customers jumped 37% year over year.</p><p>Because more businesses continue to move increasing amounts of data online and into the cloud, it will be Fastly they turn to access content quickly and securely. Particularly with the advent of the metaverse -- the virtual world being created where people, companies, and brands can interact with one another -- Fastly ought to be able to capitalize on the need for enhanced computing power to design, build, and operate those virtual worlds. This could explain why analysts estimate the company will grow 30% annually for the next five years.</p><h2>2. <a href=\"https://laohu8.com/S/SHOP\">Shopify</a></h2><p>The drop in price e-commerce platform provider <b>Shopify</b> ( SHOP ) has suffered since November seems to be short-sighted. While the market transitioned out of previous high-flying names, particularly those like Shopify that benefited from the lockdown portion of the pandemic. We saw people flock to the internet to start their own online businesses during that time, but contrary to expectations, the market opportunity is still there. Growth may be slightly slower than the meteoric pace previously set, but it's still meaningfully above its pre-pandemic level.</p><p>Fourth-quarter revenue north of $1.3 billion was 41% greater than the prior year and was 173% more than it reported in 2019 when revenue grew to $505 million, a 47% year-over-year increase. Yet the stock is priced now as though all the growth and improvements to its business over the last two years never happened.</p><p>As the premier provider of tools for entrepreneurs and larger, more established businesses, Shopify is pivoting to assert more control over its operations by becoming a vertically integrated, one-stop shop. It launched Shopify Balance, a merchant money management account; Shopify Capital, a small business loan boutique; Shopify Plus, a fully hosted, enterprise e-commerce platform for fast-growing brands; and non-fungible tokens, or NFTs, will soon be available to help businesses and brands better connect with customers.</p><p>One of the effects of the pandemic was it not only gave people the incentive to strike out on their own, but it cemented in the minds of consumers how critical e-commerce is to their lives. Shopify will benefit from both forces moving forward.</p><h2>3. <a href=\"https://laohu8.com/S/TWTR\">Twitter</a></h2><p>I have a confession to make: I dislike <b>Twitter</b> ( TWTR ). Not the stock, per se, but the platform, which has evolved over time to provide heat, but little light on social discourse. But I'm hopeful effective change can be made that allows the short-form message platform to return to its more youthful promise and can grow meaningful revenue and profits.</p><p><b>Tesla </b>CEO Elon Musk buying a massive $2.8 billion stake to become the company's largest shareholder, and then being appointed to Twitter's board of directors (which he then ultimately decided against doing) is one of the catalysts for change, one which the market liked as well. Twitter's stock rocketed 30% higher on the news, though it's still down from its 52-week high.</p><p>Still, Musk is only one person and it's the business underneath that remains key to recovery. Fourth-quarter revenue grew 22% year over year as monetizable daily active users (mDAU) rose 13% year over year to 217 million. It added 1 million DAU in the U.S. and 5 million internationally last quarter. That's key because Twitter's business model, which is online advertising, is primarily driven by increases in mDAU. And unlike <b>Meta Platform</b>, which said <b>Apple</b>'s privacy rule changes greatly impacted Facebook's ad business, Twitter said there was little effect on its own.</p><p>Twitter plans to grow rapidly over the next two years to hit 315 million daily active users (DAU) and $7.5 billion in revenue by the end of 2023. It also authorized the repurchase of $4 billion worth of stock, a move CFO Ned Segal says "represents confidence in our strategy and execution."</p><p>With analysts expecting the company to grow around 80% per year for the next few years, Twitter ought to be considered a good, long-term bet.</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>Looking for Tech Stocks? These 3 Are Great Buys</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\">\nLooking for Tech Stocks? These 3 Are Great Buys\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-12 23:24 GMT+8 <a href=https://www.fool.com/investing/2022/04/12/looking-for-tech-stocks-these-3-are-great-buys/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The tech sector has left a bad taste in the mouths of investors over the past six months as a 13-year-long bull run came to an unceremonious end. The market began rotating out of previously high-...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/12/looking-for-tech-stocks-these-3-are-great-buys/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","FSLY":"Fastly, Inc.","BK4550":"红杉资本持仓","BK4555":"新能源车","BK4511":"特斯拉概念","BK4566":"资本集团","BK4524":"宅经济概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4574":"无人驾驶","BK4551":"寇图资本持仓","TWTR":"Twitter","TSLA":"特斯拉","BK4548":"巴美列捷福持仓","SHOP":"Shopify Inc","BK4527":"明星科技股","BK4581":"高盛持仓","BK4534":"瑞士信贷持仓","BK4528":"SaaS概念"},"source_url":"https://www.fool.com/investing/2022/04/12/looking-for-tech-stocks-these-3-are-great-buys/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2226652534","content_text":"The tech sector has left a bad taste in the mouths of investors over the past six months as a 13-year-long bull run came to an unceremonious end. The market began rotating out of previously high-flying tech stocks into more defensive consumer-oriented ones, causing the tech-heavy Nasdaq-100 to lose more than 20% of its value -- official bear market territory.Since that low point a month ago, the index has rallied again, rising almost 12%. It hasn't reached the levels it started the year at, but investors seem comfortable buying cheap tech stocks again. For those ready to get their feet wet again, these three tech stocks are great buys.1. FastlyEver since last summer's internet outage, edge cloud-services provider Fastly ( FSLY ) has been on one long, sometimes dramatic, decline. Shares of the content delivery network (CDN) are down 75% from their highs as growth has slowed and losses persist.Yet like the tech index itself, Fastly has bounced off its lows and is 40% above last month's nadir. There's good reason to believe it can continue growing from here on out.Fastly ended 2021 on a high note, growing revenue beyond guidance to $97.7 million. This came as its dollar-based net expansion rate, or how much more money the same group of customers from last year is spending on the platform this year, increased to 121% in the fourth quarter versus a 118% increase in the third. And the number of customers grew 34% to over 2,800 as the number of enterprise-level customers jumped 37% year over year.Because more businesses continue to move increasing amounts of data online and into the cloud, it will be Fastly they turn to access content quickly and securely. Particularly with the advent of the metaverse -- the virtual world being created where people, companies, and brands can interact with one another -- Fastly ought to be able to capitalize on the need for enhanced computing power to design, build, and operate those virtual worlds. This could explain why analysts estimate the company will grow 30% annually for the next five years.2. ShopifyThe drop in price e-commerce platform provider Shopify ( SHOP ) has suffered since November seems to be short-sighted. While the market transitioned out of previous high-flying names, particularly those like Shopify that benefited from the lockdown portion of the pandemic. We saw people flock to the internet to start their own online businesses during that time, but contrary to expectations, the market opportunity is still there. Growth may be slightly slower than the meteoric pace previously set, but it's still meaningfully above its pre-pandemic level.Fourth-quarter revenue north of $1.3 billion was 41% greater than the prior year and was 173% more than it reported in 2019 when revenue grew to $505 million, a 47% year-over-year increase. Yet the stock is priced now as though all the growth and improvements to its business over the last two years never happened.As the premier provider of tools for entrepreneurs and larger, more established businesses, Shopify is pivoting to assert more control over its operations by becoming a vertically integrated, one-stop shop. It launched Shopify Balance, a merchant money management account; Shopify Capital, a small business loan boutique; Shopify Plus, a fully hosted, enterprise e-commerce platform for fast-growing brands; and non-fungible tokens, or NFTs, will soon be available to help businesses and brands better connect with customers.One of the effects of the pandemic was it not only gave people the incentive to strike out on their own, but it cemented in the minds of consumers how critical e-commerce is to their lives. Shopify will benefit from both forces moving forward.3. TwitterI have a confession to make: I dislike Twitter ( TWTR ). Not the stock, per se, but the platform, which has evolved over time to provide heat, but little light on social discourse. But I'm hopeful effective change can be made that allows the short-form message platform to return to its more youthful promise and can grow meaningful revenue and profits.Tesla CEO Elon Musk buying a massive $2.8 billion stake to become the company's largest shareholder, and then being appointed to Twitter's board of directors (which he then ultimately decided against doing) is one of the catalysts for change, one which the market liked as well. Twitter's stock rocketed 30% higher on the news, though it's still down from its 52-week high.Still, Musk is only one person and it's the business underneath that remains key to recovery. Fourth-quarter revenue grew 22% year over year as monetizable daily active users (mDAU) rose 13% year over year to 217 million. It added 1 million DAU in the U.S. and 5 million internationally last quarter. That's key because Twitter's business model, which is online advertising, is primarily driven by increases in mDAU. And unlike Meta Platform, which said Apple's privacy rule changes greatly impacted Facebook's ad business, Twitter said there was little effect on its own.Twitter plans to grow rapidly over the next two years to hit 315 million daily active users (DAU) and $7.5 billion in revenue by the end of 2023. It also authorized the repurchase of $4 billion worth of stock, a move CFO Ned Segal says \"represents confidence in our strategy and execution.\"With analysts expecting the company to grow around 80% per year for the next few years, Twitter ought to be considered a good, long-term bet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091070449,"gmtCreate":1643756919042,"gmtModify":1676533850976,"author":{"id":"3581986852790409","authorId":"3581986852790409","name":"TCH77","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581986852790409","authorIdStr":"3581986852790409"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091070449","repostId":"1160005337","repostType":4,"repost":{"id":"1160005337","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1643726399,"share":"https://ttm.financial/m/news/1160005337?lang=&edition=fundamental","pubTime":"2022-02-01 22:39","market":"us","language":"en","title":"Astra Space shares rose more than 5% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1160005337","media":"Tiger Newspress","summary":"Astra Space shares rose more than 5% in morning trading.ASTRA SPACE INC SAYS FEDERAL AVIATION ADMINI","content":"<html><head></head><body><p>Astra Space shares rose more than 5% in morning trading.<img src=\"https://static.tigerbbs.com/cc52f526a39e31a4c7d714bc316b50a2\" tg-width=\"697\" tg-height=\"594\" referrerpolicy=\"no-referrer\"/>ASTRA SPACE INC SAYS FEDERAL AVIATION ADMINISTRATION INFORMED CO THAT IT EXPECTS TO ISSUE LAUNCH LICENSE TO ASTRA BY FEBRUARY 4, 2022.</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>Astra Space shares rose more than 5% 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\">\nAstra Space shares rose more than 5% 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\">2022-02-01 22:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Astra Space shares rose more than 5% in morning trading.<img src=\"https://static.tigerbbs.com/cc52f526a39e31a4c7d714bc316b50a2\" tg-width=\"697\" tg-height=\"594\" referrerpolicy=\"no-referrer\"/>ASTRA SPACE INC SAYS FEDERAL AVIATION ADMINISTRATION INFORMED CO THAT IT EXPECTS TO ISSUE LAUNCH LICENSE TO ASTRA BY FEBRUARY 4, 2022.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASTR":"Astra Space"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160005337","content_text":"Astra Space shares rose more than 5% in morning trading.ASTRA SPACE INC SAYS FEDERAL AVIATION ADMINISTRATION INFORMED CO THAT IT EXPECTS TO ISSUE LAUNCH LICENSE TO ASTRA BY FEBRUARY 4, 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9056129052,"gmtCreate":1654988014676,"gmtModify":1676535541268,"author":{"id":"3581986852790409","authorId":"3581986852790409","name":"TCH77","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581986852790409","authorIdStr":"3581986852790409"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056129052","repostId":"2242635344","repostType":4,"repost":{"id":"2242635344","kind":"highlight","pubTimestamp":1654916290,"share":"https://ttm.financial/m/news/2242635344?lang=&edition=fundamental","pubTime":"2022-06-11 10:58","market":"us","language":"en","title":"2 Stocks to Buy and Hold Through Any Market Downturn","url":"https://stock-news.laohu8.com/highlight/detail?id=2242635344","media":"Motley Fool","summary":"These two companies have a couple of crucial qualities in common.","content":"<html><head></head><body><p>Some investments are better equipped to survive recessions and market corrections than others. A strong balance sheet helps a lot, and it's even better if management is willing and able to adapt to a changing business environment.</p><p>These are excellent qualities in the best of times as well. However, flexibility and a solid financial footing will separate the wheat from the chaff when the market turns bearish. These are the companies that will survive the longest and roughest of storms, looking like a winner amid the widespread wreckage on the other side.</p><p>So if you expect the economy to continue the downtrend of the last six months, you should consider grabbing a few shares of <b>Micron Technology</b> and <b>Alphabet</b> right now. These businesses come with heaping helpings of the game-changing features mentioned above, and the deal gets even sweeter when the stocks are trading at fire-sale prices.</p><h2>A solid financial platform</h2><p>Let's get the numbers out of the way first.</p><p>Google parent Alphabet has $20.9 billion of cash equivalents on its balance sheet, paired with just $14.8 billion in long-term debt. But that's not all. In a pinch, Alphabet could also sell off its marketable securities -- stocks, bonds, and other not-quite-cash assets -- valued at $113 billion at the end of March.</p><p>So Alphabet carries liquid assets worth approximately 8 times as much as its long-term debt. If the cash flow spigot suddenly shuts off, these reserves would carry the company through many years or even decades of dark times.</p><p>Memory-chip maker Micron should be a different story because it works in a different sector. Alphabet's operations are asset-light and highly profitable, while Micron invests billions of dollars in semiconductor manufacturing equipment every year. It's only fair to expect Micron's balance sheet to tilt heavily in the direction of massive debts and limited cash.</p><p>But the company plays a different tune. As of March 3, Micron carried $10.1 billion of cash and short-term investments against just $7 billion in long-term debt. Yes, Micron's debt leverage is a little bit less comfortable than Alphabet's, but the company is in excellent financial shape considering the asset-rich sector it's in.</p><p>Both Micron and Alphabet are also adding to their cash hoards, generating generous free cash flows every year:</p><p><img src=\"https://static.tigerbbs.com/294e44ec991217e05531996c5bcf25c3\" tg-width=\"1015\" tg-height=\"727\" referrerpolicy=\"no-referrer\"/></p><p>GOOG and MU Free Cash Flow data by YCharts</p><h2>Keeping an open mind</h2><p>Flexibility is the other half of my formula for long-term success in any type of market.</p><p>I shouldn't need to remind you that Alphabet is the king of trying new ideas. Google's search and advertising services have made Alphabet <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most valuable companies in the world, but management has long been planning for the next stage. The potential growth drivers of that stretch include the Waymo self-driving car business, health services from Verily Life Sciences, and high-speed internet connections by Google Fiber.</p><p>The proliferation of future business ideas not named Google is the reason behind the name change to Alphabet in 2015. By disconnecting the corporate name from the Google brand, Alphabet set itself up to become a cross-sector conglomerate in the long run.</p><p>In short, Alphabet keeps a stirringly open mind to new business ideas. Whatever comes next, the company will poke and prod at the new environment until it finds a healthy and profitable niche (or five). With the backing of that ultra-solid balance sheet, I see no reason why Alphabet shouldn't thrive through the next downturn and beyond.</p><p>Micron isn't quite as adventurous as Alphabet, of course. Once again, the company has invested many billions in a global chip-making infrastructure and you can't just flip a switch to run that business in a totally different direction.</p><p>But Micron has grown up from a smallish chipmaker in a highly fragmented industry to a leading supplier in a new era. There are only a couple of memory-chip companies left on the market after several rounds of pricing pressure, bankruptcies, buyouts, and consolidation. Micron has always emerged from these challenging cycles as a winner, picking up the ashes of its failed rivals in pennies-on-the-dollar bankruptcy auctions.</p><p>The mature version of the memory industry that you see today has also been good for Micron. The sector as a whole has started to slow down the boom-and-bust cycles of low chip supplies, massive factory investments, and oversupply. Micron's strategy these days is to increase its manufacturing capacity in line with rising demand for memory chips, and no more.</p><p>So Micron may not be leading the charge into unknown territory the way Alphabet does, but the company has a proven ability to adopt the right strategy for a variety of market conditions. That should keep Micron going strong for the long run, come chip shortages or low waters.</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>2 Stocks to Buy and Hold Through Any Market Downturn</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\">\n2 Stocks to Buy and Hold Through Any Market Downturn\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-11 10:58 GMT+8 <a href=https://www.fool.com/investing/2022/06/10/2-stocks-to-buy-and-hold-in-any-market-downturn/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some investments are better equipped to survive recessions and market corrections than others. A strong balance sheet helps a lot, and it's even better if management is willing and able to adapt to a ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/10/2-stocks-to-buy-and-hold-in-any-market-downturn/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A","MU":"美光科技"},"source_url":"https://www.fool.com/investing/2022/06/10/2-stocks-to-buy-and-hold-in-any-market-downturn/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242635344","content_text":"Some investments are better equipped to survive recessions and market corrections than others. A strong balance sheet helps a lot, and it's even better if management is willing and able to adapt to a changing business environment.These are excellent qualities in the best of times as well. However, flexibility and a solid financial footing will separate the wheat from the chaff when the market turns bearish. These are the companies that will survive the longest and roughest of storms, looking like a winner amid the widespread wreckage on the other side.So if you expect the economy to continue the downtrend of the last six months, you should consider grabbing a few shares of Micron Technology and Alphabet right now. These businesses come with heaping helpings of the game-changing features mentioned above, and the deal gets even sweeter when the stocks are trading at fire-sale prices.A solid financial platformLet's get the numbers out of the way first.Google parent Alphabet has $20.9 billion of cash equivalents on its balance sheet, paired with just $14.8 billion in long-term debt. But that's not all. In a pinch, Alphabet could also sell off its marketable securities -- stocks, bonds, and other not-quite-cash assets -- valued at $113 billion at the end of March.So Alphabet carries liquid assets worth approximately 8 times as much as its long-term debt. If the cash flow spigot suddenly shuts off, these reserves would carry the company through many years or even decades of dark times.Memory-chip maker Micron should be a different story because it works in a different sector. Alphabet's operations are asset-light and highly profitable, while Micron invests billions of dollars in semiconductor manufacturing equipment every year. It's only fair to expect Micron's balance sheet to tilt heavily in the direction of massive debts and limited cash.But the company plays a different tune. As of March 3, Micron carried $10.1 billion of cash and short-term investments against just $7 billion in long-term debt. Yes, Micron's debt leverage is a little bit less comfortable than Alphabet's, but the company is in excellent financial shape considering the asset-rich sector it's in.Both Micron and Alphabet are also adding to their cash hoards, generating generous free cash flows every year:GOOG and MU Free Cash Flow data by YChartsKeeping an open mindFlexibility is the other half of my formula for long-term success in any type of market.I shouldn't need to remind you that Alphabet is the king of trying new ideas. Google's search and advertising services have made Alphabet one of the most valuable companies in the world, but management has long been planning for the next stage. The potential growth drivers of that stretch include the Waymo self-driving car business, health services from Verily Life Sciences, and high-speed internet connections by Google Fiber.The proliferation of future business ideas not named Google is the reason behind the name change to Alphabet in 2015. By disconnecting the corporate name from the Google brand, Alphabet set itself up to become a cross-sector conglomerate in the long run.In short, Alphabet keeps a stirringly open mind to new business ideas. Whatever comes next, the company will poke and prod at the new environment until it finds a healthy and profitable niche (or five). With the backing of that ultra-solid balance sheet, I see no reason why Alphabet shouldn't thrive through the next downturn and beyond.Micron isn't quite as adventurous as Alphabet, of course. Once again, the company has invested many billions in a global chip-making infrastructure and you can't just flip a switch to run that business in a totally different direction.But Micron has grown up from a smallish chipmaker in a highly fragmented industry to a leading supplier in a new era. There are only a couple of memory-chip companies left on the market after several rounds of pricing pressure, bankruptcies, buyouts, and consolidation. Micron has always emerged from these challenging cycles as a winner, picking up the ashes of its failed rivals in pennies-on-the-dollar bankruptcy auctions.The mature version of the memory industry that you see today has also been good for Micron. The sector as a whole has started to slow down the boom-and-bust cycles of low chip supplies, massive factory investments, and oversupply. Micron's strategy these days is to increase its manufacturing capacity in line with rising demand for memory chips, and no more.So Micron may not be leading the charge into unknown territory the way Alphabet does, but the company has a proven ability to adopt the right strategy for a variety of market conditions. That should keep Micron going strong for the long run, come chip shortages or low waters.","news_type":1},"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017569148,"gmtCreate":1649800996707,"gmtModify":1676534576149,"author":{"id":"3581986852790409","authorId":"3581986852790409","name":"TCH77","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581986852790409","authorIdStr":"3581986852790409"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017569148","repostId":"2226652534","repostType":4,"repost":{"id":"2226652534","kind":"highlight","pubTimestamp":1649777099,"share":"https://ttm.financial/m/news/2226652534?lang=&edition=fundamental","pubTime":"2022-04-12 23:24","market":"us","language":"en","title":"Looking for Tech Stocks? These 3 Are Great Buys","url":"https://stock-news.laohu8.com/highlight/detail?id=2226652534","media":"Motley Fool","summary":"Tech stocks' drop this year drove many investors from the space. Now could be the time to get back in.","content":"<html><head></head><body><p>The tech sector has left a bad taste in the mouths of investors over the past six months as a 13-year-long bull run came to an unceremonious end. The market began rotating out of previously high-flying tech stocks into more defensive consumer-oriented ones, causing the tech-heavy <b>Nasdaq-100</b> to lose more than 20% of its value -- official bear market territory.</p><p>Since that low point a month ago, the index has rallied again, rising almost 12%. It hasn't reached the levels it started the year at, but investors seem comfortable buying cheap tech stocks again. For those ready to get their feet wet again, these three tech stocks are great buys.</p><h2>1. <a href=\"https://laohu8.com/S/FSLY\">Fastly</a></h2><p>Ever since last summer's internet outage, edge cloud-services provider <b>Fastly</b> ( FSLY ) has been on one long, sometimes dramatic, decline. Shares of the content delivery network (CDN) are down 75% from their highs as growth has slowed and losses persist.</p><p>Yet like the tech index itself, Fastly has bounced off its lows and is 40% above last month's nadir. There's good reason to believe it can continue growing from here on out.</p><p>Fastly ended 2021 on a high note, growing revenue beyond guidance to $97.7 million. This came as its dollar-based net expansion rate, or how much more money the same group of customers from last year is spending on the platform this year, increased to 121% in the fourth quarter versus a 118% increase in the third. And the number of customers grew 34% to over 2,800 as the number of enterprise-level customers jumped 37% year over year.</p><p>Because more businesses continue to move increasing amounts of data online and into the cloud, it will be Fastly they turn to access content quickly and securely. Particularly with the advent of the metaverse -- the virtual world being created where people, companies, and brands can interact with one another -- Fastly ought to be able to capitalize on the need for enhanced computing power to design, build, and operate those virtual worlds. This could explain why analysts estimate the company will grow 30% annually for the next five years.</p><h2>2. <a href=\"https://laohu8.com/S/SHOP\">Shopify</a></h2><p>The drop in price e-commerce platform provider <b>Shopify</b> ( SHOP ) has suffered since November seems to be short-sighted. While the market transitioned out of previous high-flying names, particularly those like Shopify that benefited from the lockdown portion of the pandemic. We saw people flock to the internet to start their own online businesses during that time, but contrary to expectations, the market opportunity is still there. Growth may be slightly slower than the meteoric pace previously set, but it's still meaningfully above its pre-pandemic level.</p><p>Fourth-quarter revenue north of $1.3 billion was 41% greater than the prior year and was 173% more than it reported in 2019 when revenue grew to $505 million, a 47% year-over-year increase. Yet the stock is priced now as though all the growth and improvements to its business over the last two years never happened.</p><p>As the premier provider of tools for entrepreneurs and larger, more established businesses, Shopify is pivoting to assert more control over its operations by becoming a vertically integrated, one-stop shop. It launched Shopify Balance, a merchant money management account; Shopify Capital, a small business loan boutique; Shopify Plus, a fully hosted, enterprise e-commerce platform for fast-growing brands; and non-fungible tokens, or NFTs, will soon be available to help businesses and brands better connect with customers.</p><p>One of the effects of the pandemic was it not only gave people the incentive to strike out on their own, but it cemented in the minds of consumers how critical e-commerce is to their lives. Shopify will benefit from both forces moving forward.</p><h2>3. <a href=\"https://laohu8.com/S/TWTR\">Twitter</a></h2><p>I have a confession to make: I dislike <b>Twitter</b> ( TWTR ). Not the stock, per se, but the platform, which has evolved over time to provide heat, but little light on social discourse. But I'm hopeful effective change can be made that allows the short-form message platform to return to its more youthful promise and can grow meaningful revenue and profits.</p><p><b>Tesla </b>CEO Elon Musk buying a massive $2.8 billion stake to become the company's largest shareholder, and then being appointed to Twitter's board of directors (which he then ultimately decided against doing) is one of the catalysts for change, one which the market liked as well. Twitter's stock rocketed 30% higher on the news, though it's still down from its 52-week high.</p><p>Still, Musk is only one person and it's the business underneath that remains key to recovery. Fourth-quarter revenue grew 22% year over year as monetizable daily active users (mDAU) rose 13% year over year to 217 million. It added 1 million DAU in the U.S. and 5 million internationally last quarter. That's key because Twitter's business model, which is online advertising, is primarily driven by increases in mDAU. And unlike <b>Meta Platform</b>, which said <b>Apple</b>'s privacy rule changes greatly impacted Facebook's ad business, Twitter said there was little effect on its own.</p><p>Twitter plans to grow rapidly over the next two years to hit 315 million daily active users (DAU) and $7.5 billion in revenue by the end of 2023. It also authorized the repurchase of $4 billion worth of stock, a move CFO Ned Segal says "represents confidence in our strategy and execution."</p><p>With analysts expecting the company to grow around 80% per year for the next few years, Twitter ought to be considered a good, long-term bet.</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>Looking for Tech Stocks? These 3 Are Great Buys</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\">\nLooking for Tech Stocks? These 3 Are Great Buys\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-12 23:24 GMT+8 <a href=https://www.fool.com/investing/2022/04/12/looking-for-tech-stocks-these-3-are-great-buys/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The tech sector has left a bad taste in the mouths of investors over the past six months as a 13-year-long bull run came to an unceremonious end. The market began rotating out of previously high-...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/12/looking-for-tech-stocks-these-3-are-great-buys/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","FSLY":"Fastly, Inc.","BK4550":"红杉资本持仓","BK4555":"新能源车","BK4511":"特斯拉概念","BK4566":"资本集团","BK4524":"宅经济概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4574":"无人驾驶","BK4551":"寇图资本持仓","TWTR":"Twitter","TSLA":"特斯拉","BK4548":"巴美列捷福持仓","SHOP":"Shopify Inc","BK4527":"明星科技股","BK4581":"高盛持仓","BK4534":"瑞士信贷持仓","BK4528":"SaaS概念"},"source_url":"https://www.fool.com/investing/2022/04/12/looking-for-tech-stocks-these-3-are-great-buys/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2226652534","content_text":"The tech sector has left a bad taste in the mouths of investors over the past six months as a 13-year-long bull run came to an unceremonious end. The market began rotating out of previously high-flying tech stocks into more defensive consumer-oriented ones, causing the tech-heavy Nasdaq-100 to lose more than 20% of its value -- official bear market territory.Since that low point a month ago, the index has rallied again, rising almost 12%. It hasn't reached the levels it started the year at, but investors seem comfortable buying cheap tech stocks again. For those ready to get their feet wet again, these three tech stocks are great buys.1. FastlyEver since last summer's internet outage, edge cloud-services provider Fastly ( FSLY ) has been on one long, sometimes dramatic, decline. Shares of the content delivery network (CDN) are down 75% from their highs as growth has slowed and losses persist.Yet like the tech index itself, Fastly has bounced off its lows and is 40% above last month's nadir. There's good reason to believe it can continue growing from here on out.Fastly ended 2021 on a high note, growing revenue beyond guidance to $97.7 million. This came as its dollar-based net expansion rate, or how much more money the same group of customers from last year is spending on the platform this year, increased to 121% in the fourth quarter versus a 118% increase in the third. And the number of customers grew 34% to over 2,800 as the number of enterprise-level customers jumped 37% year over year.Because more businesses continue to move increasing amounts of data online and into the cloud, it will be Fastly they turn to access content quickly and securely. Particularly with the advent of the metaverse -- the virtual world being created where people, companies, and brands can interact with one another -- Fastly ought to be able to capitalize on the need for enhanced computing power to design, build, and operate those virtual worlds. This could explain why analysts estimate the company will grow 30% annually for the next five years.2. ShopifyThe drop in price e-commerce platform provider Shopify ( SHOP ) has suffered since November seems to be short-sighted. While the market transitioned out of previous high-flying names, particularly those like Shopify that benefited from the lockdown portion of the pandemic. We saw people flock to the internet to start their own online businesses during that time, but contrary to expectations, the market opportunity is still there. Growth may be slightly slower than the meteoric pace previously set, but it's still meaningfully above its pre-pandemic level.Fourth-quarter revenue north of $1.3 billion was 41% greater than the prior year and was 173% more than it reported in 2019 when revenue grew to $505 million, a 47% year-over-year increase. Yet the stock is priced now as though all the growth and improvements to its business over the last two years never happened.As the premier provider of tools for entrepreneurs and larger, more established businesses, Shopify is pivoting to assert more control over its operations by becoming a vertically integrated, one-stop shop. It launched Shopify Balance, a merchant money management account; Shopify Capital, a small business loan boutique; Shopify Plus, a fully hosted, enterprise e-commerce platform for fast-growing brands; and non-fungible tokens, or NFTs, will soon be available to help businesses and brands better connect with customers.One of the effects of the pandemic was it not only gave people the incentive to strike out on their own, but it cemented in the minds of consumers how critical e-commerce is to their lives. Shopify will benefit from both forces moving forward.3. TwitterI have a confession to make: I dislike Twitter ( TWTR ). Not the stock, per se, but the platform, which has evolved over time to provide heat, but little light on social discourse. But I'm hopeful effective change can be made that allows the short-form message platform to return to its more youthful promise and can grow meaningful revenue and profits.Tesla CEO Elon Musk buying a massive $2.8 billion stake to become the company's largest shareholder, and then being appointed to Twitter's board of directors (which he then ultimately decided against doing) is one of the catalysts for change, one which the market liked as well. Twitter's stock rocketed 30% higher on the news, though it's still down from its 52-week high.Still, Musk is only one person and it's the business underneath that remains key to recovery. Fourth-quarter revenue grew 22% year over year as monetizable daily active users (mDAU) rose 13% year over year to 217 million. It added 1 million DAU in the U.S. and 5 million internationally last quarter. That's key because Twitter's business model, which is online advertising, is primarily driven by increases in mDAU. And unlike Meta Platform, which said Apple's privacy rule changes greatly impacted Facebook's ad business, Twitter said there was little effect on its own.Twitter plans to grow rapidly over the next two years to hit 315 million daily active users (DAU) and $7.5 billion in revenue by the end of 2023. It also authorized the repurchase of $4 billion worth of stock, a move CFO Ned Segal says \"represents confidence in our strategy and execution.\"With analysts expecting the company to grow around 80% per year for the next few years, Twitter ought to be considered a good, long-term bet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091070449,"gmtCreate":1643756919042,"gmtModify":1676533850976,"author":{"id":"3581986852790409","authorId":"3581986852790409","name":"TCH77","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581986852790409","authorIdStr":"3581986852790409"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091070449","repostId":"1160005337","repostType":4,"isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
