KLCC personal page - To The Moon

KLCC

KLCC

No personal profile

27Follow

38Followers

0Topic

0Badge

2023-04-02

True

Sorry, the original content has been removed

2022-11-28

It's a very very long road 😢

It's A Long Road For Palantir

2021-08-31

I hope it hits 5,000! ?

The S&P 500 is headed for 5,000, says UBS. Here's the when and how.

2021-09-12

AAPL events are always market driving. No matter how or what products are launched in September, its share price will go up. Don’t you think so?? ?

Sorry, the original content has been removed

2021-08-25

Like!

Wall St extends rally, pushing S&P 500 to 50th all-time high close this year

2021-08-23

Will Bitcoin rally pull the rest of the market along?

Toplines Before US Market Open on Monday

2021-07-07

Go AAPL!!

Apple Shares Gain on Samsung Profit Forecast, Treasury Bond Yield Retreat

2022-03-11

It's a big risk but also a big opportunity if we pick well...

Why Are Chinese Stocks BABA, JD, BIDU, PDD, BILI, TCEHY Down Thursday?

2022-02-17

Totally irrational!!!

Nvidia Shares Fell 6% in Morning Trading

2021-09-04

Wow, Its going up & up!! Carry it forard!

Bitcoin may be clearing resistance at 3-month high; Ether rallies to $4K

2021-09-03

I know u may not like to hear this… but isn’t it time for a market correction? ?

August nonfarm payrolls increase 235,000 vs. 720,000 estimate

2021-09-02

Wow!! Up 3.7% yesterday and up 3.1% premarket! ?

Sorry, the original content has been removed

2021-08-30

Zoom zoom! To the moon!

Can a hybrid work environment boost Zoom's FQ2 results?

2021-08-23

Like comment

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

2021-07-07

Time to buy!!

Chinese EV stocks slipped in Friday morning trading

2021-06-18

Waiting for the rebound!

Alibaba Stock: The Bottoming Process Looks To Be Forming Already

2021-06-11

Time to buy??

Meme stocks hit a wall on Thursday with GameStop, AMC and Clover down big

2021-09-23

Wow!! BB still can recover back 10% leh!?

BlackBerry jumped over 6% in premarket trading

2021-08-31

I don’t think they can curb free market forces.

Apple shares fell 1.04% in early trading as S.Korea's parliament passing bill to curb Apple commission dominance

2021-08-06

Liked!

Sorry, the original content has been removed

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3582008315299880","uuid":"3582008315299880","gmtCreate":1618974937925,"gmtModify":1660529765323,"name":"KLCC","pinyin":"klcc","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":38,"headSize":27,"tweetSize":171,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":6,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.17","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.12.27","exceedPercentage":"80.83%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"44212b71d0be4ec88898348dbe882e03-1","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Boss Tiger","description":"The transaction amount of the securities account reaches $100,000","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.09","exceedPercentage":"60.66%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.12.27","exceedPercentage":"80.23%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},"individualDisplayBadges":null,"crmLevel":4,"crmLevelSwitch":1,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":207654657450032,"gmtCreate":1691725583389,"gmtModify":1691725587710,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"Looking forward to more growth in commercial space!","listText":"Looking forward to more growth in commercial space!","text":"Looking forward to more growth in commercial space!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/207654657450032","repostId":"2358742575","repostType":2,"repost":{"id":"2358742575","pubTimestamp":1691725183,"share":"https://ttm.financial/m/news/2358742575?lang=&edition=fundamental","pubTime":"2023-08-11 11:39","market":"us","language":"en","title":"Is It Too Late to Buy Palantir Technologies Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2358742575","media":"Motley Fool","summary":"The AI specialist has generated significant gains thus far in 2023. Could this be just the beginning?","content":"<html><head></head><body><h2 id=\"id_1182383286\" style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>Palantir Technologies has roared higher so far this year, generating nearly 10 times the gains of the broader market.</p></li><li><p>Macroeconomic challenges weighed on its results last year, but the worst of the downturn is likely behind it.</p></li><li><p>Broad adoption of AI could further accelerate Palantir&#39;s future growth.</p></li></ul><p><strong>Palantir Technologies</strong> has been on fire in 2023, driven higher by the excitement surrounding artificial intelligence (AI) and a broad rebound in technology stocks. Shares of the data mining and AI specialist are up 159% so far this year, nearly 10 times the 16% gains of the <strong>S&amp;P 500</strong>. This is in stark contrast to its performance last year, when the stock <em>lost</em> more than 64%. </p><p>There&#39;s no question that the soaring demand for all things AI and Palantir&#39;s undisputed expertise in the field have been the driving force fueling the stock&#39;s rise.</p><p>The company&#39;s long track record of developing AI tools goes back two decades, long before the current explosion of interest in these next-generation algorithms. Palantir has also delivered consistently improving financial results this year, which suggests the macroeconomic headwinds that weighed on the company last year may finally be easing.</p><p>What does this mean for investors who sat out Palantir Technologies&#39; recent surge? Should they buy now in anticipation of further gains or avoid the stock because its frothy valuation could lead to a steep decline? Let&#39;s take a look to see what the evidence suggests.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4293ede3c3cd4f80f48d7a638a6a7f38\" alt=\"Image source: Getty Images.\" title=\"Image source: Getty Images.\" tg-width=\"700\" tg-height=\"471\"/><span>Image source: Getty Images.</span></p><h2 id=\"id_3588713934\">What dragged Palantir stock down last year?</h2><p>In many ways, 2022 was a year like no other, and it was primarily defined by the macroeconomic headwinds that battered the tech sector. Businesses reacted to the challenging landscape by cutting back on all non-essential spending, and data analytics was among the areas hardest hit.</p><p>There&#39;s a compelling argument that data gives managers the information necessary to make informed decisions. Still, when faced with the worst economic conditions in over a decade, many chose the path of least resistance.</p><p>These factors wreaked havoc on Palantir&#39;s results last year. The company still managed to increase revenue by 24%, but that paled in comparison to the 41% gains it delivered in 2021. The sharp deceleration of sales growth caused some investors to panic, but it&#39;s not uncommon for businesses to rein in spending in response to difficult conditions. Furthermore, history shows that once circumstances improve, historical spending patterns resume.</p><p>Investors should also remember that while Palantir didn&#39;t go public until 2020, the company has been creating custom data mining and AI solutions for 20 years, so its seasoned technology is leagues ahead of would-be rivals who merely <em>claim</em> to have AI &#34;expertise.&#34;</p><p>As a result, Palantir has a decided advantage when businesses move to adopt AI.</p><h2 id=\"id_3375411335\">What could drive Palantir stock higher?</h2><p>One of the most significant developments for Palantir this year (the AI revolution aside) is the company&#39;s consistently improving financial picture.</p><p>When the company reported its second-quarter financial results, management noted that Palantir was profitable for the third consecutive quarter and expects to remain in the black every quarter this year. The company continues to generate operating and free cash flow, which suggests its profits will continue. Palantir also increased its full-year guidance and instituted a $1 billion stock buyback. </p><p>Yet it was management&#39;s commentary regarding the surging interest in AI that should have investors most excited. The company&#39;s second-quarter shareholder letter provided an update on Palantir&#39;s Artificial Intelligence Platform (AIP), which debuted just last quarter. More than 100 organizations have already adopted the system, and the company is in discussions with 300 more. </p><p>The demand is being driven by companies looking to apply AI functionality to their existing systems and proprietary data. CEO Alex Karp said, &#34;As a result, the demand for AIP is unlike anything we have seen in the past 20 years.&#34; Businesses are scrambling to capture the productivity gains made possible by generative AI.</p><p>Estimates vary greatly, but the general consensus is that trillions of dollars are at stake. Among the most bullish on the technology is Cathie Wood, CEO of Ark Investment Management. In the firm&#39;s Big Ideas 2023 report, Wood suggests a fourfold increase in the productivity of knowledge workers and a tenfold increase in coding productivity. Wood estimates that AI software could generate $14 trillion in revenue by the end of the decade. </p><p>This suggests that those who fail to adopt AI could be ceding a critical competitive advantage.</p><h2 id=\"id_2033974987\">How to approach Palantir stock now</h2><p>I&#39;d be remiss if I didn&#39;t address the elephant in the room. The run-up in Palantir&#39;s stock price this year has caused a commensurate increase in its valuation. The stock is currently selling for roughly 18 times trailing sales and only a slightly better 13 times next year&#39;s sales, so it has plenty of growth baked in.</p><p>Still, while value investors will likely balk at the valuation, it is far below Palantir&#39;s historical average and a reasonable price to pay for a company that&#39;s at the cutting edge of a massive secular tailwind.</p><p>Furthermore, Palantir is expected to generate double-digit revenue growth, and its earnings per share are expected to quadruple between now and 2024. </p><p>Given the rapid and accelerating adoption of AI and Palantir&#39;s chosen area of expertise, these growth estimates may well be conservative.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Too Late to Buy Palantir Technologies Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Too Late to Buy Palantir Technologies Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-11 11:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/08/10/is-it-too-late-to-buy-palantir-technologies-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSPalantir Technologies has roared higher so far this year, generating nearly 10 times the gains of the broader market.Macroeconomic challenges weighed on its results last year, but the worst ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/08/10/is-it-too-late-to-buy-palantir-technologies-stock/\">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.","BK4097":"系统软件"},"source_url":"https://www.fool.com/investing/2023/08/10/is-it-too-late-to-buy-palantir-technologies-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2358742575","content_text":"KEY POINTSPalantir Technologies has roared higher so far this year, generating nearly 10 times the gains of the broader market.Macroeconomic challenges weighed on its results last year, but the worst of the downturn is likely behind it.Broad adoption of AI could further accelerate Palantir's future growth.Palantir Technologies has been on fire in 2023, driven higher by the excitement surrounding artificial intelligence (AI) and a broad rebound in technology stocks. Shares of the data mining and AI specialist are up 159% so far this year, nearly 10 times the 16% gains of the S&P 500. This is in stark contrast to its performance last year, when the stock lost more than 64%. There's no question that the soaring demand for all things AI and Palantir's undisputed expertise in the field have been the driving force fueling the stock's rise.The company's long track record of developing AI tools goes back two decades, long before the current explosion of interest in these next-generation algorithms. Palantir has also delivered consistently improving financial results this year, which suggests the macroeconomic headwinds that weighed on the company last year may finally be easing.What does this mean for investors who sat out Palantir Technologies' recent surge? Should they buy now in anticipation of further gains or avoid the stock because its frothy valuation could lead to a steep decline? Let's take a look to see what the evidence suggests.Image source: Getty Images.What dragged Palantir stock down last year?In many ways, 2022 was a year like no other, and it was primarily defined by the macroeconomic headwinds that battered the tech sector. Businesses reacted to the challenging landscape by cutting back on all non-essential spending, and data analytics was among the areas hardest hit.There's a compelling argument that data gives managers the information necessary to make informed decisions. Still, when faced with the worst economic conditions in over a decade, many chose the path of least resistance.These factors wreaked havoc on Palantir's results last year. The company still managed to increase revenue by 24%, but that paled in comparison to the 41% gains it delivered in 2021. The sharp deceleration of sales growth caused some investors to panic, but it's not uncommon for businesses to rein in spending in response to difficult conditions. Furthermore, history shows that once circumstances improve, historical spending patterns resume.Investors should also remember that while Palantir didn't go public until 2020, the company has been creating custom data mining and AI solutions for 20 years, so its seasoned technology is leagues ahead of would-be rivals who merely claim to have AI \"expertise.\"As a result, Palantir has a decided advantage when businesses move to adopt AI.What could drive Palantir stock higher?One of the most significant developments for Palantir this year (the AI revolution aside) is the company's consistently improving financial picture.When the company reported its second-quarter financial results, management noted that Palantir was profitable for the third consecutive quarter and expects to remain in the black every quarter this year. The company continues to generate operating and free cash flow, which suggests its profits will continue. Palantir also increased its full-year guidance and instituted a $1 billion stock buyback. Yet it was management's commentary regarding the surging interest in AI that should have investors most excited. The company's second-quarter shareholder letter provided an update on Palantir's Artificial Intelligence Platform (AIP), which debuted just last quarter. More than 100 organizations have already adopted the system, and the company is in discussions with 300 more. The demand is being driven by companies looking to apply AI functionality to their existing systems and proprietary data. CEO Alex Karp said, \"As a result, the demand for AIP is unlike anything we have seen in the past 20 years.\" Businesses are scrambling to capture the productivity gains made possible by generative AI.Estimates vary greatly, but the general consensus is that trillions of dollars are at stake. Among the most bullish on the technology is Cathie Wood, CEO of Ark Investment Management. In the firm's Big Ideas 2023 report, Wood suggests a fourfold increase in the productivity of knowledge workers and a tenfold increase in coding productivity. Wood estimates that AI software could generate $14 trillion in revenue by the end of the decade. This suggests that those who fail to adopt AI could be ceding a critical competitive advantage.How to approach Palantir stock nowI'd be remiss if I didn't address the elephant in the room. The run-up in Palantir's stock price this year has caused a commensurate increase in its valuation. The stock is currently selling for roughly 18 times trailing sales and only a slightly better 13 times next year's sales, so it has plenty of growth baked in.Still, while value investors will likely balk at the valuation, it is far below Palantir's historical average and a reasonable price to pay for a company that's at the cutting edge of a massive secular tailwind.Furthermore, Palantir is expected to generate double-digit revenue growth, and its earnings per share are expected to quadruple between now and 2024. Given the rapid and accelerating adoption of AI and Palantir's chosen area of expertise, these growth estimates may well be conservative.","news_type":1},"isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":207035896844496,"gmtCreate":1691564338401,"gmtModify":1691564342682,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"Juicy!! Accumulating...","listText":"Juicy!! Accumulating...","text":"Juicy!! Accumulating...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/207035896844496","repostId":"2357242291","repostType":4,"repost":{"id":"2357242291","pubTimestamp":1691544107,"share":"https://ttm.financial/m/news/2357242291?lang=&edition=fundamental","pubTime":"2023-08-09 09:21","market":"us","language":"en","title":"Alibaba Stock: BABA Looks Juicy Ahead Of Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2357242291","media":"seekingalpha","summary":"While I don't expect to see any fireworks from Alibaba this quarter, I do hope to see further improvements in free cash flow generation as the business returns to topline growth (","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c734479100befddea1e6e6d9d50f31a2\" tg-width=\"750\" tg-height=\"496\"/></p><h2 id=\"id_861160197\">Introduction</h2><p>Alibaba Group Holding Ltd. (NYSE:BABA) is all set to release its FQ1 2024 report on Thursday 10th August 2023 in pre-market hours. Heading into this week&#39;s pivotal earnings release, Alibaba&#39;s stock is showing strong momentum after breaking out of the falling wedge pattern we discussed in my previous report.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50dc4f7b4e8c653222b5f816953e4f67\" tg-width=\"640\" tg-height=\"524\"/></p><p>WeBull Desktop</p><p></p><p>In Alibaba Stock: A Screaming Buy At &lt;9x P/FCF, I shared the following view on BABA&#39;s technical setup:</p><blockquote>If the stock manages to break out of the descending triangle [marked in purple on the chart below] to the upside (&gt;$90), I see Alibaba stock rallying up to the $120 level (top end of its Stage-I base formation) in quick order. Furthermore, an upside breakout above $120 would represent a qualified &#34;Inverse Head &amp; Shoulders&#34; pattern, and the price objective for this formation is roughly $180.</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9327476fe7137cf114e2d290401c893c\" tg-width=\"640\" tg-height=\"462\"/></p><p>Alibaba Stock Chart (6/2/2023) (WeBull Desktop)</p><p>On the flip side, if Alibaba&#39;s stock reverses again and fails to hold the $77-78 level, the stock will likely break down back to the lower end of its Stage-I base at ~$70.</p><p>In my view, the near to medium-term risk/reward based on technicals is skewed to the upside, and the setup is highly favorable for investors/traders looking to go long BABA at current levels.</p><p>With Alibaba breaking out of the falling wedge pattern, a run-up to $120 is looking likely, and a strong earnings report this week could serve as the trigger for such a bullish move. In this note, we will preview Alibaba&#39;s quarterly report, and re-evaluate its absolute valuation.</p><h2 id=\"id_4279076683\">What To Expect From Alibaba&#39;s Earnings</h2><p>After experiencing astronomical sales growth during 2020-21 due to a COVID-induced pull forward in demand, Alibaba has struggled for topline growth in recent quarters. And while China&#39;s ongoing economic woes and regulatory crackdown on the tech sector continue to weigh heavily on BABA&#39;s business, management&#39;s renewed focus on profitability had allowed Alibaba&#39;s TTM free cash flow to rebound back up to ~$25B as of FQ4 2023.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a79dc2ba2af33c798937a1739f906e9\" tg-width=\"640\" tg-height=\"519\"/></p><p>Seeking Alpha</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/640458805514222a177e7b0fdda46847\" tg-width=\"640\" tg-height=\"219\"/></p><p>Seeking Alpha</p><p></p><p>For FQ1 2024, Alibaba is projected to deliver revenues and normalized EPS of $31.48B (+3.3% y/y) and $2.02 (+16% y/y), respectively. Despite a recent uptick, consensus estimates for both revenue and EPS have shifted lower over the last three months, as can be observed in the charts below:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf3f783039662770109e4abd3df433de\" tg-width=\"640\" tg-height=\"393\"/></p><p>Seeking Alpha</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b973b621f2ebe3e52225684f5b35b9fc\" tg-width=\"640\" tg-height=\"306\"/></p><p>Seeking Alpha</p><p></p><p>During April-June 2023, China&#39;s GDP grew by just +0.8% q/q (down from +2.2% q/q growth in Q1 2023), raising fears of a severe economic slowdown in the second-largest economy in the world. While the macroeconomic environment remains challenging, the Chinese government&#39;s tech sector crackdown is easing off, and expectations of further fiscal stimulus are rising.</p><p>Given its incredible market penetration (1B+ users), Alibaba is set to benefit from China&#39;s re-opening and any sort of fiscal stimulus! While I don&#39;t expect to see any fireworks from Alibaba this quarter, I do hope to see further improvements in free cash flow generation as the business returns to topline growth (in USD) after four quarters of negative growth rates. Please note that Alibaba has registered positive revenue growth in local currency (RMB) for the last two quarters. And in my view, a weaker US dollar and easier comps (vs. FQ1 2023) have set up Alibaba for an earnings beat here. The quantum of such a beat is hard to gauge given current macroeconomic uncertainties (and will likely be minimal); however, I have a more optimistic view of BABA&#39;s financial performance compared to the consensus outlook going into Alibaba&#39;s FQ1 2024 report.</p><h2 id=\"id_287351226\">BABA&#39;s Long-Term Thesis Is Simple And Sound</h2><p>While Alibaba is struggling to find revenue growth amid economic doldrums in China, BABA&#39;s management has made several shareholder-friendly moves in recent months, including cost optimization efforts across the business (improving profitability and cash flow generation), enhancement of Alibaba&#39;s capital return program, and business reorganization (breakup into six different units announced in Q1).</p><p>Despite registering negative topline growth in recent quarters, Alibaba&#39;s free cash flow generation has rebounded sharply as a result of ongoing cost-optimization efforts from the Chinese tech conglomerate.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01eae96010d4545506a8a2befd3ff563\" tg-width=\"635\" tg-height=\"478\"/></p><p>Data by YCharts</p><p></p><p>Alibaba&#39;s core e-commerce business seems to have hit terminal growth; however, Cloud and International e-commerce are rapidly growing business segments that have immense growth potential. As you may know, Alibaba has made several key AI product announcements in recent months, and as the leading cloud provider in China, I think Alibaba Cloud is just getting started! With the cloud business expected to be spun off in the coming quarters, I believe management is set to unlock a tremendous amount of shareholder value for BABA investors.</p><p>In my view, the near-term business outlook for Alibaba remains uncertain; however, the long-term outlook is robust, with Alibaba&#39;s revenue growth projected to accelerate back up to high-single-digits this year and stay there for the next couple of years.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9764537249f452b7336fbf6faee3c315\" tg-width=\"640\" tg-height=\"192\"/></p><p>Seeking Alpha</p><p></p><p>While I have repeatedly highlighted BABA&#39;s relative valuation discount in my past research work, the gulf between Chinese and US mega-cap tech names has probably never been broader! For example, Alibaba is trading at an EV/FCF multiple of ~7.3x, whereas Apple (AAPL) is trading at an EV/FCF multiple of ~28.66x despite the former registering higher growth rates in recent quarters and boasting stronger projected growth rates. Yes, I understand the idea that Chinese stocks deserve to trade at a discount due to various risks associated with China; however, a 75% discount is simply ridiculous. Not so long ago, Alibaba stock traded at a premium to Apple on an EV/FCF basis. And I think that Alibaba can trade at a premium to Apple once again in a few years&#39; time.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f5c37c3fa8c6482cd7e2b80f9f89c50\" tg-width=\"635\" tg-height=\"481\"/></p><p>Data by YCharts</p><p></p><p>If you have been following my research on SA, you know that I am currently bearish on Apple, with my fair value pegged at ~$120 per share. On the other hand, I am bullish on Alibaba, with my fair value estimate for BABA pegged at ~$180 per share. Here&#39;s my valuation model for BABA:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff92b257b31ab437006b6ace9574b033\" tg-width=\"640\" tg-height=\"573\"/></p><p>TQI Valuation Model TQIG.org</p><p></p><p>As you can see above, Alibaba is worth ~$177 per share or $462B, i.e., BABA stock has an upside of ~84% to its fair value.</p><p>Assuming a conservative exit multiple of ~15x P/FCF (a &#34;China&#34; discount is embedded into this assumption), Alibaba&#39;s stock could be trading at ~$412 five years from now (by 2028). This price target implies a 5-yr CAGR return of ~34% from current levels.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/708c457cdf4c35e64b6579ec994f66d9\" tg-width=\"640\" tg-height=\"321\"/></p><p>TQI Valuation Model (TQIG.org)</p><p></p><p>Since Alibaba&#39;s expected 5-yr CAGR return is far greater than my investment hurdle rate of 15%, I view BABA as a truly asymmetric risk/reward bet. Right now, investing in Chinese equities is believed to be riskier than in most other foreign markets due to heightened geopolitical tensions with the US and economic problems within China. However, in Alibaba, investors are being handsomely compensated for taking on this perceived risk. At ~8-10x P/FCF (~6-8x EV/FCF), Alibaba stock is a no-brainer buy for long-term investors.</p><p>We have already reviewed Alibaba&#39;s technical setup in an earlier section of this note, and so I won&#39;t discuss it again. But technically, Alibaba stock looks set for a run up to $120, and if we can break above that key level, BABA could be headed to $180 per share in the next 6-12 months. On the flip side, BABA has strong long-term support in the $60-80 range, and it is hard to fathom a break below this range. Clearly, the near-term risk/reward in BABA is also skewed to the upside.</p><p>Furthermore, Alibaba&#39;s quant factor grades have strengthened considerably since I last wrote about the company in early June:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9aa62fb171cd71f439901134a598cf5\" tg-width=\"273\" tg-height=\"390\"/></p><p>Seeking Alpha</p><p></p><p>Since my last update (two months ago), BABA&#39;s Quant Rating score has improved from 4.67/5 to 4.80/5. This improvement has been driven by a positive upgrade in &#34;Momentum&#34; (C+ to B-), &#34;Valuation&#34; (C+ to B), and &#34;Growth&#34; (C to B-), partially offset by a negative downgrade in &#34;Revisions&#34; (C+ to C). During this time, BABA&#39;s &#34;Profitability&#34; grade has held strong at &#34;A+&#34;.</p><p>As of writing, Alibaba is a &#34;Strong Buy&#34; based on SA&#39;s Quant Rating System. Furthermore, Seeking Alpha and Wall Street analysts are in agreement with my bullish outlook for Alibaba.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5ef49fabcb60b90d28e72f3b97d2efc\" tg-width=\"640\" tg-height=\"215\"/></p><p>TipRanks</p><p></p><p>Going into its FQ1 2024 report, Alibaba has received multiple &#34;Buy&#34; ratings from Wall Street analysts in recent weeks, with the consensus 12-month price target now standing at $143 per share.</p><h2 id=\"id_3691476579\">Concluding Thoughts</h2><p>Based on our Quantamental Analysis process (mix of fundamental, quantitative, technical, and valuation analysis), Alibaba is a &#34;Strong Buy&#34;. Given the current macroeconomic woes in China, Alibaba&#39;s near-term business outlook remains uncertain. However, Alibaba looks set to report another earnings beat due to multiple factors shared earlier in this note.</p><p>Going into the FQ1 2024 report, Alibaba is one of my largest positions. At &lt;9x P/FCF, Alibaba is still a no-brainer buy for long-term investors; and so, I will be accumulating BABA shares around (before and after) its earnings report.</p><p><strong>Key Takeaway:</strong> I rate Alibaba a &#34;Strong Buy&#34; at ~$96.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Stock: BABA Looks Juicy Ahead Of 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\">\nAlibaba Stock: BABA Looks Juicy Ahead Of Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-09 09:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4625220-alibaba-stock-baba-looks-juicy-ahead-of-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IntroductionAlibaba Group Holding Ltd. (NYSE:BABA) is all set to release its FQ1 2024 report on Thursday 10th August 2023 in pre-market hours. Heading into this week's pivotal earnings release, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4625220-alibaba-stock-baba-looks-juicy-ahead-of-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4170":"电脑硬件、储存设备及电脑周边","BK4565":"NFT概念","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1688375341.USD":"贝莱德中国灵活股票基金","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4554":"元宇宙及AR概念","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4553":"喜马拉雅资本持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","BABA":"阿里巴巴","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4576":"AR","LU1051768304.USD":"贝莱德新兴市场股票收益A6","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4566":"资本集团","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4220":"综合零售","09988":"阿里巴巴-W","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4559":"巴菲特持仓","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4527":"明星科技股","BK4501":"段永平概念","BK4538":"云计算","LU0072462426.USD":"贝莱德全球配置 A2","BK4550":"红杉资本持仓","BK4579":"人工智能","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4504":"桥水持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4526":"热门中概股","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4503":"景林资产持仓","BK4574":"无人驾驶","BK4502":"阿里概念","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A"},"source_url":"https://seekingalpha.com/article/4625220-alibaba-stock-baba-looks-juicy-ahead-of-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2357242291","content_text":"IntroductionAlibaba Group Holding Ltd. (NYSE:BABA) is all set to release its FQ1 2024 report on Thursday 10th August 2023 in pre-market hours. Heading into this week's pivotal earnings release, Alibaba's stock is showing strong momentum after breaking out of the falling wedge pattern we discussed in my previous report.WeBull DesktopIn Alibaba Stock: A Screaming Buy At <9x P/FCF, I shared the following view on BABA's technical setup:If the stock manages to break out of the descending triangle [marked in purple on the chart below] to the upside (>$90), I see Alibaba stock rallying up to the $120 level (top end of its Stage-I base formation) in quick order. Furthermore, an upside breakout above $120 would represent a qualified \"Inverse Head & Shoulders\" pattern, and the price objective for this formation is roughly $180.Alibaba Stock Chart (6/2/2023) (WeBull Desktop)On the flip side, if Alibaba's stock reverses again and fails to hold the $77-78 level, the stock will likely break down back to the lower end of its Stage-I base at ~$70.In my view, the near to medium-term risk/reward based on technicals is skewed to the upside, and the setup is highly favorable for investors/traders looking to go long BABA at current levels.With Alibaba breaking out of the falling wedge pattern, a run-up to $120 is looking likely, and a strong earnings report this week could serve as the trigger for such a bullish move. In this note, we will preview Alibaba's quarterly report, and re-evaluate its absolute valuation.What To Expect From Alibaba's EarningsAfter experiencing astronomical sales growth during 2020-21 due to a COVID-induced pull forward in demand, Alibaba has struggled for topline growth in recent quarters. And while China's ongoing economic woes and regulatory crackdown on the tech sector continue to weigh heavily on BABA's business, management's renewed focus on profitability had allowed Alibaba's TTM free cash flow to rebound back up to ~$25B as of FQ4 2023.Seeking AlphaSeeking AlphaFor FQ1 2024, Alibaba is projected to deliver revenues and normalized EPS of $31.48B (+3.3% y/y) and $2.02 (+16% y/y), respectively. Despite a recent uptick, consensus estimates for both revenue and EPS have shifted lower over the last three months, as can be observed in the charts below:Seeking AlphaSeeking AlphaDuring April-June 2023, China's GDP grew by just +0.8% q/q (down from +2.2% q/q growth in Q1 2023), raising fears of a severe economic slowdown in the second-largest economy in the world. While the macroeconomic environment remains challenging, the Chinese government's tech sector crackdown is easing off, and expectations of further fiscal stimulus are rising.Given its incredible market penetration (1B+ users), Alibaba is set to benefit from China's re-opening and any sort of fiscal stimulus! While I don't expect to see any fireworks from Alibaba this quarter, I do hope to see further improvements in free cash flow generation as the business returns to topline growth (in USD) after four quarters of negative growth rates. Please note that Alibaba has registered positive revenue growth in local currency (RMB) for the last two quarters. And in my view, a weaker US dollar and easier comps (vs. FQ1 2023) have set up Alibaba for an earnings beat here. The quantum of such a beat is hard to gauge given current macroeconomic uncertainties (and will likely be minimal); however, I have a more optimistic view of BABA's financial performance compared to the consensus outlook going into Alibaba's FQ1 2024 report.BABA's Long-Term Thesis Is Simple And SoundWhile Alibaba is struggling to find revenue growth amid economic doldrums in China, BABA's management has made several shareholder-friendly moves in recent months, including cost optimization efforts across the business (improving profitability and cash flow generation), enhancement of Alibaba's capital return program, and business reorganization (breakup into six different units announced in Q1).Despite registering negative topline growth in recent quarters, Alibaba's free cash flow generation has rebounded sharply as a result of ongoing cost-optimization efforts from the Chinese tech conglomerate.Data by YChartsAlibaba's core e-commerce business seems to have hit terminal growth; however, Cloud and International e-commerce are rapidly growing business segments that have immense growth potential. As you may know, Alibaba has made several key AI product announcements in recent months, and as the leading cloud provider in China, I think Alibaba Cloud is just getting started! With the cloud business expected to be spun off in the coming quarters, I believe management is set to unlock a tremendous amount of shareholder value for BABA investors.In my view, the near-term business outlook for Alibaba remains uncertain; however, the long-term outlook is robust, with Alibaba's revenue growth projected to accelerate back up to high-single-digits this year and stay there for the next couple of years.Seeking AlphaWhile I have repeatedly highlighted BABA's relative valuation discount in my past research work, the gulf between Chinese and US mega-cap tech names has probably never been broader! For example, Alibaba is trading at an EV/FCF multiple of ~7.3x, whereas Apple (AAPL) is trading at an EV/FCF multiple of ~28.66x despite the former registering higher growth rates in recent quarters and boasting stronger projected growth rates. Yes, I understand the idea that Chinese stocks deserve to trade at a discount due to various risks associated with China; however, a 75% discount is simply ridiculous. Not so long ago, Alibaba stock traded at a premium to Apple on an EV/FCF basis. And I think that Alibaba can trade at a premium to Apple once again in a few years' time.Data by YChartsIf you have been following my research on SA, you know that I am currently bearish on Apple, with my fair value pegged at ~$120 per share. On the other hand, I am bullish on Alibaba, with my fair value estimate for BABA pegged at ~$180 per share. Here's my valuation model for BABA:TQI Valuation Model TQIG.orgAs you can see above, Alibaba is worth ~$177 per share or $462B, i.e., BABA stock has an upside of ~84% to its fair value.Assuming a conservative exit multiple of ~15x P/FCF (a \"China\" discount is embedded into this assumption), Alibaba's stock could be trading at ~$412 five years from now (by 2028). This price target implies a 5-yr CAGR return of ~34% from current levels.TQI Valuation Model (TQIG.org)Since Alibaba's expected 5-yr CAGR return is far greater than my investment hurdle rate of 15%, I view BABA as a truly asymmetric risk/reward bet. Right now, investing in Chinese equities is believed to be riskier than in most other foreign markets due to heightened geopolitical tensions with the US and economic problems within China. However, in Alibaba, investors are being handsomely compensated for taking on this perceived risk. At ~8-10x P/FCF (~6-8x EV/FCF), Alibaba stock is a no-brainer buy for long-term investors.We have already reviewed Alibaba's technical setup in an earlier section of this note, and so I won't discuss it again. But technically, Alibaba stock looks set for a run up to $120, and if we can break above that key level, BABA could be headed to $180 per share in the next 6-12 months. On the flip side, BABA has strong long-term support in the $60-80 range, and it is hard to fathom a break below this range. Clearly, the near-term risk/reward in BABA is also skewed to the upside.Furthermore, Alibaba's quant factor grades have strengthened considerably since I last wrote about the company in early June:Seeking AlphaSince my last update (two months ago), BABA's Quant Rating score has improved from 4.67/5 to 4.80/5. This improvement has been driven by a positive upgrade in \"Momentum\" (C+ to B-), \"Valuation\" (C+ to B), and \"Growth\" (C to B-), partially offset by a negative downgrade in \"Revisions\" (C+ to C). During this time, BABA's \"Profitability\" grade has held strong at \"A+\".As of writing, Alibaba is a \"Strong Buy\" based on SA's Quant Rating System. Furthermore, Seeking Alpha and Wall Street analysts are in agreement with my bullish outlook for Alibaba.TipRanksGoing into its FQ1 2024 report, Alibaba has received multiple \"Buy\" ratings from Wall Street analysts in recent weeks, with the consensus 12-month price target now standing at $143 per share.Concluding ThoughtsBased on our Quantamental Analysis process (mix of fundamental, quantitative, technical, and valuation analysis), Alibaba is a \"Strong Buy\". Given the current macroeconomic woes in China, Alibaba's near-term business outlook remains uncertain. However, Alibaba looks set to report another earnings beat due to multiple factors shared earlier in this note.Going into the FQ1 2024 report, Alibaba is one of my largest positions. At <9x P/FCF, Alibaba is still a no-brainer buy for long-term investors; and so, I will be accumulating BABA shares around (before and after) its earnings report.Key Takeaway: I rate Alibaba a \"Strong Buy\" at ~$96.","news_type":1},"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947922756,"gmtCreate":1682489939875,"gmtModify":1682489946087,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"Like and share!","listText":"Like and share!","text":"Like and share!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947922756","repostId":"1138275528","repostType":2,"repost":{"id":"1138275528","pubTimestamp":1682473500,"share":"https://ttm.financial/m/news/1138275528?lang=&edition=fundamental","pubTime":"2023-04-26 09:45","market":"sg","language":"en","title":"These 5 Singapore Blue-Chips Are Set to Report Their Earnings Next Month: Can They Raise Their Dividends?","url":"https://stock-news.laohu8.com/highlight/detail?id=1138275528","media":"The Smart Investor","summary":"Watch out for these five blue chips as they report their latest financial results. It’s worth observ","content":"<html><head></head><body><p>Watch out for these five blue chips as they report their latest financial results. It’s worth observing if dividends may go up if they report healthy numbers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bb19c0942fe0a4dd12b50f85445235a\" alt=\"Source: Singtel\" title=\"Source: Singtel\" tg-width=\"800\" tg-height=\"533\"/><span>Source: Singtel</span></p><p style=\"text-align: start;\">All eyes are on the crop of blue-chip stocks as they ready themselves for the earnings season.</p><p style=\"text-align: start;\">Investors will be curious to know how these billion-dollar companies are coping with the twin worries of high inflation and surging interest rates.</p><p style=\"text-align: start;\">As you scrutinise their financial numbers, you should keep a close watch on the net profits and free cash flow that each business generates.</p><p style=\"text-align: start;\">Many blue chips have a practice of raising their dividends to reward shareholders if they report a higher year on year net profit.</p><p style=\"text-align: start;\">For income-driven investors, such an announcement will be music to their ears.</p><p style=\"text-align: start;\">Let’s review five of these blue-chip names to determine if they have what it takes to increase their dividends.</p><h2 style=\"text-align: start;\">DBS Group (SGX: D05)</h2><p style=\"text-align: start;\">DBS needs no introduction, being Singapore’s largest bank by market capitalisation.</p><p style=\"text-align: start;\">The lender has reported a stellar set of earnings for 2022 as higher interest rates helped to boost its net interest income.</p><p style=\"text-align: start;\">As a result, the group saw its net profit hit a record of S$8.2 billion last year.</p><p style=\"text-align: start;\">In tandem with the strong performance, DBS not only declared a special dividend of S$0.50 but also raised its quarterly dividend from S$0.36 to S$0.42.</p><p style=\"text-align: start;\">The robust performance looks set to continue with the bank projecting that the net interest margin could hit a peak of 2.25% (2022: 1.75%) as interest rate cuts are not expected this year.</p><p style=\"text-align: start;\">DBS also expects loan and fee income growth along with the reopening of China’s economy.</p><p style=\"text-align: start;\">The bank, however, has a habit of increasing its quarterly dividend in the final quarter of the year; hence, investors may have to wait for the fourth quarter 2023 results for the next increase should net profit continue to rise.</p><h2 style=\"text-align: start;\">Genting Singapore (SGX: G13)</h2><p style=\"text-align: start;\">Genting Singapore is the owner and operator of the integrated resort (IR) at Resorts World Sentosa (RWS).</p><p style=\"text-align: start;\">The IR boasts six hotels with around 1,600 rooms, a casino, a Universal Studios theme park, and one of Southeast Asia’s largest aquariums.</p><p style=\"text-align: start;\">The group reported a sparkling set of earnings for 2022 and doubled its final dividend from S$0.01 to S$0.02.</p><p style=\"text-align: start;\">Genting Singapore’s business should improve with China’s border reopening and the resumption of air travel as countries shake off the effects of the pandemic.</p><p style=\"text-align: start;\">In addition, Festive Hotel will re-launch in May this year after renovations and add 389 rooms to the IR’s hotel inventory.</p><p style=\"text-align: start;\">The new Singapore Oceanarium is also being constructed and these initiatives are part of RWS 2.0 expansion projects which are set to increase the appeal of the IR.</p><p style=\"text-align: start;\">There’s a good chance that Genting Singapore may increase its interim dividend above the S$0.01 it declared last year should net profit continue climbing.</p><h2 style=\"text-align: start;\">Singapore Technologies Engineering (SGX: S63)</h2><p style=\"text-align: start;\">Singapore Technologies Engineering, or STE, is a technology and engineering group that serves the aerospace, smart city, and defence sectors.</p><p style=\"text-align: start;\">The blue-chip engineering giant reported a commendable set of earnings, with revenue rising 17.4% year on year for 2022 and net profit (adjusted for one-offs and exceptional items) jumping 39% year on year to S$549 million.</p><p style=\"text-align: start;\">STE paid out a total dividend of S$0.16 for 2022, a slight increase from the S$0.15 that it had been paying out for the preceding five years.</p><p style=\"text-align: start;\">The group maintained a robust order book of S$23 billion as of 31 December 2022 of which S$7.2 billion is expected to be recognised this year.</p><p style=\"text-align: start;\">Should net profit continue climbing, STE may increase its quarterly dividend from the current S$0.04.</p><h2 style=\"text-align: start;\">Frasers Logistics &amp; Commercial Trust (SGX: BUOU)</h2><p style=\"text-align: start;\">Frasers Logistics &amp; Commercial Trust, or FLCT, is a REIT with a portfolio of 105 properties valued at S$6.7 billion as of 31 December 2022.</p><p style=\"text-align: start;\">FLCT’s gearing remains low at just 27.9% with an average cost of debt of just 1.7%.</p><p style=\"text-align: start;\">With its debt headroom of S$3.1 billion, the REIT is open to tapping on its debt facilities for a yield-accretive acquisition.</p><p style=\"text-align: start;\">Meanwhile, signs are also pointing to a potentially higher distribution when the REIT reports its fiscal 2023’s first-half results ending 31 March 2023.</p><p style=\"text-align: start;\">The REIT reported a positive rental reversion of 11% and also has several ongoing development projects in the UK, one of which was completed in February this year.</p><h2 style=\"text-align: start;\">Singtel (SGX: Z74)</h2><p style=\"text-align: start;\">Singtel is Singapore’s largest telecommunication company and offers a wide range of services such as mobile, pay TV, and broadband.</p><p style=\"text-align: start;\">The group posted an encouraging set of earnings for its fiscal 2022 (FY2022) ending 31 March 2022 where underlying net profit grew 11% year on year.</p><p style=\"text-align: start;\">Back then, the total dividend came in at S$0.093, up 24% year on year.</p><p style=\"text-align: start;\">However, Singtel reported a mixed performance for its latest business update as underlying operating revenue rose while underlying operating profit declined.</p><p style=\"text-align: start;\">The good news is that Singtel did declare a special dividend of S$0.05 to be paid in two equal tranches when it released its first half of 2023 results.</p><p style=\"text-align: start;\">Investors can, therefore, look forward to this special dividend to help bump up the overall dividend for FY2023.</p></body></html>","source":"lsy1602567310727","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 5 Singapore Blue-Chips Are Set to Report Their Earnings Next Month: Can They Raise Their Dividends?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese 5 Singapore Blue-Chips Are Set to Report Their Earnings Next Month: Can They Raise Their Dividends?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-26 09:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/these-5-blue-chips-are-set-to-report-their-earnings-next-month-can-they-raise-their-dividends/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Watch out for these five blue chips as they report their latest financial results. It’s worth observing if dividends may go up if they report healthy numbers.Source: SingtelAll eyes are on the crop of...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/these-5-blue-chips-are-set-to-report-their-earnings-next-month-can-they-raise-their-dividends/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"S63.SI":"新科工程","G13.SI":"云顶新加坡","D05.SI":"星展集团控股","BUOU.SI":"星狮物流工业信托","Z74.SI":"新电信"},"source_url":"https://thesmartinvestor.com.sg/these-5-blue-chips-are-set-to-report-their-earnings-next-month-can-they-raise-their-dividends/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138275528","content_text":"Watch out for these five blue chips as they report their latest financial results. It’s worth observing if dividends may go up if they report healthy numbers.Source: SingtelAll eyes are on the crop of blue-chip stocks as they ready themselves for the earnings season.Investors will be curious to know how these billion-dollar companies are coping with the twin worries of high inflation and surging interest rates.As you scrutinise their financial numbers, you should keep a close watch on the net profits and free cash flow that each business generates.Many blue chips have a practice of raising their dividends to reward shareholders if they report a higher year on year net profit.For income-driven investors, such an announcement will be music to their ears.Let’s review five of these blue-chip names to determine if they have what it takes to increase their dividends.DBS Group (SGX: D05)DBS needs no introduction, being Singapore’s largest bank by market capitalisation.The lender has reported a stellar set of earnings for 2022 as higher interest rates helped to boost its net interest income.As a result, the group saw its net profit hit a record of S$8.2 billion last year.In tandem with the strong performance, DBS not only declared a special dividend of S$0.50 but also raised its quarterly dividend from S$0.36 to S$0.42.The robust performance looks set to continue with the bank projecting that the net interest margin could hit a peak of 2.25% (2022: 1.75%) as interest rate cuts are not expected this year.DBS also expects loan and fee income growth along with the reopening of China’s economy.The bank, however, has a habit of increasing its quarterly dividend in the final quarter of the year; hence, investors may have to wait for the fourth quarter 2023 results for the next increase should net profit continue to rise.Genting Singapore (SGX: G13)Genting Singapore is the owner and operator of the integrated resort (IR) at Resorts World Sentosa (RWS).The IR boasts six hotels with around 1,600 rooms, a casino, a Universal Studios theme park, and one of Southeast Asia’s largest aquariums.The group reported a sparkling set of earnings for 2022 and doubled its final dividend from S$0.01 to S$0.02.Genting Singapore’s business should improve with China’s border reopening and the resumption of air travel as countries shake off the effects of the pandemic.In addition, Festive Hotel will re-launch in May this year after renovations and add 389 rooms to the IR’s hotel inventory.The new Singapore Oceanarium is also being constructed and these initiatives are part of RWS 2.0 expansion projects which are set to increase the appeal of the IR.There’s a good chance that Genting Singapore may increase its interim dividend above the S$0.01 it declared last year should net profit continue climbing.Singapore Technologies Engineering (SGX: S63)Singapore Technologies Engineering, or STE, is a technology and engineering group that serves the aerospace, smart city, and defence sectors.The blue-chip engineering giant reported a commendable set of earnings, with revenue rising 17.4% year on year for 2022 and net profit (adjusted for one-offs and exceptional items) jumping 39% year on year to S$549 million.STE paid out a total dividend of S$0.16 for 2022, a slight increase from the S$0.15 that it had been paying out for the preceding five years.The group maintained a robust order book of S$23 billion as of 31 December 2022 of which S$7.2 billion is expected to be recognised this year.Should net profit continue climbing, STE may increase its quarterly dividend from the current S$0.04.Frasers Logistics & Commercial Trust (SGX: BUOU)Frasers Logistics & Commercial Trust, or FLCT, is a REIT with a portfolio of 105 properties valued at S$6.7 billion as of 31 December 2022.FLCT’s gearing remains low at just 27.9% with an average cost of debt of just 1.7%.With its debt headroom of S$3.1 billion, the REIT is open to tapping on its debt facilities for a yield-accretive acquisition.Meanwhile, signs are also pointing to a potentially higher distribution when the REIT reports its fiscal 2023’s first-half results ending 31 March 2023.The REIT reported a positive rental reversion of 11% and also has several ongoing development projects in the UK, one of which was completed in February this year.Singtel (SGX: Z74)Singtel is Singapore’s largest telecommunication company and offers a wide range of services such as mobile, pay TV, and broadband.The group posted an encouraging set of earnings for its fiscal 2022 (FY2022) ending 31 March 2022 where underlying net profit grew 11% year on year.Back then, the total dividend came in at S$0.093, up 24% year on year.However, Singtel reported a mixed performance for its latest business update as underlying operating revenue rose while underlying operating profit declined.The good news is that Singtel did declare a special dividend of S$0.05 to be paid in two equal tranches when it released its first half of 2023 results.Investors can, therefore, look forward to this special dividend to help bump up the overall dividend for FY2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941589338,"gmtCreate":1680419086025,"gmtModify":1680419090124,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"True","listText":"True","text":"True","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":39,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941589338","repostId":"1128413118","repostType":4,"repost":{"id":"1128413118","pubTimestamp":1680397916,"share":"https://ttm.financial/m/news/1128413118?lang=&edition=fundamental","pubTime":"2023-04-02 09:11","market":"us","language":"en","title":"Buy/Sell: Wall Street's Top 10 Stock Calls This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1128413118","media":"The Fly","summary":"Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street","content":"<html><head></head><body><p>Wall Street experts reveal the five stocks to buy, five stocks to sell this week</p><p>What has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street’s best analysts during the week of March 27-March 31.<br/><br/><strong>Top 5 Buy Calls:</strong></p><p><strong>Walmart upgraded to Outperform from In Line at Evercore ISI</strong></p><p>Evercore ISI upgraded Walmart (WMT)  to Outperform from In Line with a price target of $160, up from $145. The pivot to omnichannel, divesting of non-core assets and investments in productivity have positioned the company for traffic and margin upside over the next two years, the firm tells investors in a research note. Walmart&#39;s traffic turn &#34;appears to be building&#34; with consumers across the demographic spectrum making wallet allocation choices, the firm contends.</p><p><strong>Susquehanna upgrades Roku to Positive on attractive risk/reward</strong></p><p>Susquehanna upgraded Roku (ROKU) to Positive from Neutral with a $75 price target. Despite &#34;near-term noise,&#34; the long-term connected TV opportunity remains intact and Roku will be a &#34;prime beneficiary of the secular shift of linear budgets,&#34; the firm tells investors in a research note. Susquehanna believes the scatter market likely bottomed in late Q4, with improvement building through Q1. Beyond scatter, the firm&#39;s checks indicate that the broader connected TV market is &#34;generally healthy and should see a tailwind from the upfronts.&#34; It believes Roku is beta testing opportunities to bring more third-party digital service provider buying to its demand-constrained platform, and views this as a &#34;potential source of incremental high margin revenue.&#34; Susquehanna sees an attractive risk/reward at current valuation levels.</p><p><strong>Melius starts UPS with a Buy, sees company better set up for downturn</strong></p><p>Melius Research initiated coverage of UPS (UPS) with a Buy rating and $225 two-year price target. FedEx (FDX) and UPS were natural pandemic winners, but with the pandemic tailwinds subsiding, &#34;the companies find themselves at two different points on a similar path,&#34; Melius argues. UPS management has spent the past several years minimizing cyclicality in the business and driving higher pre-tax margins, notes the firm, who adds that the focus now is to lean into the customer experience and roll out digital capabilities to drive further productivity and leverage. Changes at UPS allow for the network to flex up and down based on the environment, which &#34;should allow for margins to hold up better during a downturn than in the past,&#34; Melius contends.</p><p><strong>Lululemon upgraded to Buy from Neutral at Citi </strong></p><p>Citi upgraded Lululemon Athletica (LULU) to Buy from Neutral with a price target of $440, up from $350. The firm liked the stock going into the Q4 report and feels even better following the results and fiscal 2023 outlook. Lululemon&#39;s inventory-to-sales gap is better than expected with a pathway to further improvement, and the company is seeing no signs of a sales slowdown with Q1 trends starting stronger than expected, Citi tells investors in a research note. Further, the company&#39;s China growth is poised to &#34;rapidly accelerate&#34; in fiscal 2023 and become a much more meaningful long-term driver, says the firm. It models 20%-plus earnings growth annually through fiscal 2027 as Lululemon &#34;unlocks its global growth potential.&#34; CIti adds that shares are Lululemon are more cheaply valued than Nike (NKE).</p><p><strong>Erste Group upgrades Adobe to Buy on revenue, profit growth</strong></p><p>Erste Group upgraded Adobe (ADBE) to Buy from Hold. Adobe is again forecasting revenue and profit growth for this fiscal year and while the company has a &#34;much higher&#34; return on equity and operating margin than its peer group, the stock is valued significantly lower than the peer average, the firm tells investors.</p><p><br/><strong>Top 5 Sell Calls:</strong></p><p><strong>Foot Locker downgraded to Sell at UBS on softlines bearishness</strong></p><p>UBS downgraded Foot Locker (FL) to Sell from Neutral with a price target of $30, down from $36. The firm has become &#34;increasingly bearish&#34; on softlines stocks and reduced its calendar 2023 EPS estimates across its coverage by 10%, on average. Its 2023 EPS estimates are now 13% below consensus for the average stock in its coverage in the space, UBS noted.</p><p><strong>Caterpillar downgraded to Underperform from Neutral at Baird</strong></p><p>Baird downgraded Caterpillar (CAT) to Underperform from Neutral with a price target of $185, down from $230. The firm sees rising risks for rental and construction equipment makers. A 2024 slowdown in U.S. nonresidential construction was already on the horizon but now is increasingly likely given ongoing regional bank &#34;turmoil and their sizable participation in commercial construction lending,&#34; Baird tells investors in a research note. For equipment makers, backlogs and price/cost tailwinds are peaking, and there is potential for inventory builds in the second half of 2023 pressuring near-term valuation multiples and eventually 2024 production and earnings, contends the firm. It believes Caterpillar shares are &#34;nearing a cyclical pivot point.&#34;</p><p><strong>Medtronic assumed with a Sell, $79 price target at UBS</strong></p><p>Medtronic&#39;s (MDT) stock coverage was assumed with a Sell rating and $79 price target at UBS as part of a sector note on U.S. Medical Supplies and Devices. The firm lacks conviction that Medtronic can return to sustainable mid-single-digit top-line growth and drive consistent operating margin upside. Potential resolution of the outstanding Diabetes Warning Letter could be a positive catalyst for the stock, but UBS sees Medtronic at best stemming recent share loss in Diabetes even with new product launches.</p><p><strong>UBS bearish on  Zimmer Biomet, initiates with a Sell</strong></p><p>UBS initiated coverage of Zimmer Biomet (ZBH) with a Sell rating and $112 price target as part of a sector note on U.S. Medical Supplies and Devices. The firm models Zimmer&#39;s 2022-2027 sales CAGR at 3.5%, with Zimmer delivering sub-4% organic growth each year. While Zimmer has positive product cycles, UBS sees these as merely stemming share losses vs. driving sales gains.</p><p><strong>Citi downgrades Ollie&#39;s to Sell, sees 2023 earnings falling short</strong></p><p>Citi downgraded Ollie&#39;s Bargain Outlet (OLLI) to Sell from Neutral with a price target of $49, down from $52. Even through the company&#39;s comp sales beat in Q4, merchandise margin dollars came in weaker than expected and implied guidance, the firm tells investors in a research note. Ollie&#39;s has a difficult model to scale and its supply chain has been choppy for years, says Citi. It views the company&#39;s free cash flow as &#34;uninspiring with little improvement expected&#34; and believes &#34;several aggressive assumptions&#34; are built into its fiscal 2023 guidance, including an acceleration in new store productivity and no assumed increase in promotions. The firm does not believe 2023 &#34;will be a smooth year,&#34; and thinks Ollie&#39;s earnings are likely to fall short of plan. Citi views the company&#39;s guidance as a &#34;stretch.&#34;</p></body></html>","source":"lsy1649979459173","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy/Sell: Wall Street's Top 10 Stock Calls This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy/Sell: Wall Street's Top 10 Stock Calls This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-02 09:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thefly.com/landingPageNews.php?id=3688837&headline=WMT;ROKU;UPS;LULU;ADBE;FL;CAT;MDT;ZBH;OLLI;FDX;NKE-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic><strong>The Fly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3688837&headline=WMT;ROKU;UPS;LULU;ADBE;FL;CAT;MDT;ZBH;OLLI;FDX;NKE-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CAT":"卡特彼勒","ZBH":"齐默巴奥米特控股","ROKU":"Roku Inc","ADBE":"Adobe","FL":"富乐客","LULU":"lululemon athletica","OLLI":"Ollie's Bargain Outlet Holdings, Inc.","UPS":"联合包裹","MDT":"美敦力","WMT":"沃尔玛"},"source_url":"https://thefly.com/landingPageNews.php?id=3688837&headline=WMT;ROKU;UPS;LULU;ADBE;FL;CAT;MDT;ZBH;OLLI;FDX;NKE-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128413118","content_text":"Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street’s best analysts during the week of March 27-March 31.Top 5 Buy Calls:Walmart upgraded to Outperform from In Line at Evercore ISIEvercore ISI upgraded Walmart (WMT)  to Outperform from In Line with a price target of $160, up from $145. The pivot to omnichannel, divesting of non-core assets and investments in productivity have positioned the company for traffic and margin upside over the next two years, the firm tells investors in a research note. Walmart's traffic turn \"appears to be building\" with consumers across the demographic spectrum making wallet allocation choices, the firm contends.Susquehanna upgrades Roku to Positive on attractive risk/rewardSusquehanna upgraded Roku (ROKU) to Positive from Neutral with a $75 price target. Despite \"near-term noise,\" the long-term connected TV opportunity remains intact and Roku will be a \"prime beneficiary of the secular shift of linear budgets,\" the firm tells investors in a research note. Susquehanna believes the scatter market likely bottomed in late Q4, with improvement building through Q1. Beyond scatter, the firm's checks indicate that the broader connected TV market is \"generally healthy and should see a tailwind from the upfronts.\" It believes Roku is beta testing opportunities to bring more third-party digital service provider buying to its demand-constrained platform, and views this as a \"potential source of incremental high margin revenue.\" Susquehanna sees an attractive risk/reward at current valuation levels.Melius starts UPS with a Buy, sees company better set up for downturnMelius Research initiated coverage of UPS (UPS) with a Buy rating and $225 two-year price target. FedEx (FDX) and UPS were natural pandemic winners, but with the pandemic tailwinds subsiding, \"the companies find themselves at two different points on a similar path,\" Melius argues. UPS management has spent the past several years minimizing cyclicality in the business and driving higher pre-tax margins, notes the firm, who adds that the focus now is to lean into the customer experience and roll out digital capabilities to drive further productivity and leverage. Changes at UPS allow for the network to flex up and down based on the environment, which \"should allow for margins to hold up better during a downturn than in the past,\" Melius contends.Lululemon upgraded to Buy from Neutral at Citi Citi upgraded Lululemon Athletica (LULU) to Buy from Neutral with a price target of $440, up from $350. The firm liked the stock going into the Q4 report and feels even better following the results and fiscal 2023 outlook. Lululemon's inventory-to-sales gap is better than expected with a pathway to further improvement, and the company is seeing no signs of a sales slowdown with Q1 trends starting stronger than expected, Citi tells investors in a research note. Further, the company's China growth is poised to \"rapidly accelerate\" in fiscal 2023 and become a much more meaningful long-term driver, says the firm. It models 20%-plus earnings growth annually through fiscal 2027 as Lululemon \"unlocks its global growth potential.\" CIti adds that shares are Lululemon are more cheaply valued than Nike (NKE).Erste Group upgrades Adobe to Buy on revenue, profit growthErste Group upgraded Adobe (ADBE) to Buy from Hold. Adobe is again forecasting revenue and profit growth for this fiscal year and while the company has a \"much higher\" return on equity and operating margin than its peer group, the stock is valued significantly lower than the peer average, the firm tells investors.Top 5 Sell Calls:Foot Locker downgraded to Sell at UBS on softlines bearishnessUBS downgraded Foot Locker (FL) to Sell from Neutral with a price target of $30, down from $36. The firm has become \"increasingly bearish\" on softlines stocks and reduced its calendar 2023 EPS estimates across its coverage by 10%, on average. Its 2023 EPS estimates are now 13% below consensus for the average stock in its coverage in the space, UBS noted.Caterpillar downgraded to Underperform from Neutral at BairdBaird downgraded Caterpillar (CAT) to Underperform from Neutral with a price target of $185, down from $230. The firm sees rising risks for rental and construction equipment makers. A 2024 slowdown in U.S. nonresidential construction was already on the horizon but now is increasingly likely given ongoing regional bank \"turmoil and their sizable participation in commercial construction lending,\" Baird tells investors in a research note. For equipment makers, backlogs and price/cost tailwinds are peaking, and there is potential for inventory builds in the second half of 2023 pressuring near-term valuation multiples and eventually 2024 production and earnings, contends the firm. It believes Caterpillar shares are \"nearing a cyclical pivot point.\"Medtronic assumed with a Sell, $79 price target at UBSMedtronic's (MDT) stock coverage was assumed with a Sell rating and $79 price target at UBS as part of a sector note on U.S. Medical Supplies and Devices. The firm lacks conviction that Medtronic can return to sustainable mid-single-digit top-line growth and drive consistent operating margin upside. Potential resolution of the outstanding Diabetes Warning Letter could be a positive catalyst for the stock, but UBS sees Medtronic at best stemming recent share loss in Diabetes even with new product launches.UBS bearish on  Zimmer Biomet, initiates with a SellUBS initiated coverage of Zimmer Biomet (ZBH) with a Sell rating and $112 price target as part of a sector note on U.S. Medical Supplies and Devices. The firm models Zimmer's 2022-2027 sales CAGR at 3.5%, with Zimmer delivering sub-4% organic growth each year. While Zimmer has positive product cycles, UBS sees these as merely stemming share losses vs. driving sales gains.Citi downgrades Ollie's to Sell, sees 2023 earnings falling shortCiti downgraded Ollie's Bargain Outlet (OLLI) to Sell from Neutral with a price target of $49, down from $52. Even through the company's comp sales beat in Q4, merchandise margin dollars came in weaker than expected and implied guidance, the firm tells investors in a research note. Ollie's has a difficult model to scale and its supply chain has been choppy for years, says Citi. It views the company's free cash flow as \"uninspiring with little improvement expected\" and believes \"several aggressive assumptions\" are built into its fiscal 2023 guidance, including an acceleration in new store productivity and no assumed increase in promotions. The firm does not believe 2023 \"will be a smooth year,\" and thinks Ollie's earnings are likely to fall short of plan. Citi views the company's guidance as a \"stretch.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941148763,"gmtCreate":1680081449252,"gmtModify":1680081455909,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"I've been watching and watching... should have gone in at $150 a few weeks ago!! 🤦🏻‍♂️🤦🏻‍♂️","listText":"I've been watching and watching... should have gone in at $150 a few weeks ago!! 🤦🏻‍♂️🤦🏻‍♂️","text":"I've been watching and watching... should have gone in at $150 a few weeks ago!! 🤦🏻‍♂️🤦🏻‍♂️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941148763","repostId":"2322260316","repostType":4,"repost":{"id":"2322260316","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1680080548,"share":"https://ttm.financial/m/news/2322260316?lang=&edition=fundamental","pubTime":"2023-03-29 17:02","market":"us","language":"en","title":"Buy Nvidia Stock Because the Chip Maker Is an AI Play, Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2322260316","media":"Dow Jones","summary":"Bernstein is getting more bullish on demand for Nvidia's semiconductors based upon the growth potent","content":"<html><head></head><body><p>Bernstein is getting more bullish on demand for Nvidia&#39;s semiconductors based upon the growth potential of artificial-intelligence training applications.</p><p>On Tuesday, analyst Stacy Rasgon reiterated his Outperform rating for Nvidia stock (ticker: NVDA), and raised his forecast for the chip maker&#39;s stock price to $300 from $265.</p><p>Last week at a conference for developers, Nvidia CEO Jensen Huang announced a wide-ranging set of partnerships and products that make possible the latest generative AI services -- all powered by Nvidia&#39;s semiconductors.</p><p>&#34;Generative AI has triggered an inflection point in technology,&#34; the executive said, adding it will increase demand for the company&#39;s chips. &#34;It is genuinely a new computing platform.&#34;</p><p>Generative AI products train on text, images, and videos in a brute-force manner to create content. Interest in this type of AI has been sparked by OpenAI&#39;s release of ChatGPT late last year.</p><p>Rasgon is optimistic the need Nvidia chips to train the AI models for generative AI services will also benefit demand.</p><p>&#34;We are early on the adopter curve,&#34; he wrote. &#34;Over time we believe the TAM [total addressable market] could potentially reach into the billions [of dollars] as model complexity grows and adoptions widens.&#34;</p><p>The analyst says the company&#39;s earnings estimates have an &#34;upward bias&#34; going forward and its stock is the &#34;best way&#34; to play the AI theme.</p><p>Nvidia stock is up 1.29% to $267.50 in premarket trading on Wednesday.</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>Buy Nvidia Stock Because the Chip Maker Is an AI Play, Says Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy Nvidia Stock Because the Chip Maker Is an AI Play, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-03-29 17:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Bernstein is getting more bullish on demand for Nvidia&#39;s semiconductors based upon the growth potential of artificial-intelligence training applications.</p><p>On Tuesday, analyst Stacy Rasgon reiterated his Outperform rating for Nvidia stock (ticker: NVDA), and raised his forecast for the chip maker&#39;s stock price to $300 from $265.</p><p>Last week at a conference for developers, Nvidia CEO Jensen Huang announced a wide-ranging set of partnerships and products that make possible the latest generative AI services -- all powered by Nvidia&#39;s semiconductors.</p><p>&#34;Generative AI has triggered an inflection point in technology,&#34; the executive said, adding it will increase demand for the company&#39;s chips. &#34;It is genuinely a new computing platform.&#34;</p><p>Generative AI products train on text, images, and videos in a brute-force manner to create content. Interest in this type of AI has been sparked by OpenAI&#39;s release of ChatGPT late last year.</p><p>Rasgon is optimistic the need Nvidia chips to train the AI models for generative AI services will also benefit demand.</p><p>&#34;We are early on the adopter curve,&#34; he wrote. &#34;Over time we believe the TAM [total addressable market] could potentially reach into the billions [of dollars] as model complexity grows and adoptions widens.&#34;</p><p>The analyst says the company&#39;s earnings estimates have an &#34;upward bias&#34; going forward and its stock is the &#34;best way&#34; to play the AI theme.</p><p>Nvidia stock is up 1.29% to $267.50 in premarket trading on Wednesday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322260316","content_text":"Bernstein is getting more bullish on demand for Nvidia's semiconductors based upon the growth potential of artificial-intelligence training applications.On Tuesday, analyst Stacy Rasgon reiterated his Outperform rating for Nvidia stock (ticker: NVDA), and raised his forecast for the chip maker's stock price to $300 from $265.Last week at a conference for developers, Nvidia CEO Jensen Huang announced a wide-ranging set of partnerships and products that make possible the latest generative AI services -- all powered by Nvidia's semiconductors.\"Generative AI has triggered an inflection point in technology,\" the executive said, adding it will increase demand for the company's chips. \"It is genuinely a new computing platform.\"Generative AI products train on text, images, and videos in a brute-force manner to create content. Interest in this type of AI has been sparked by OpenAI's release of ChatGPT late last year.Rasgon is optimistic the need Nvidia chips to train the AI models for generative AI services will also benefit demand.\"We are early on the adopter curve,\" he wrote. \"Over time we believe the TAM [total addressable market] could potentially reach into the billions [of dollars] as model complexity grows and adoptions widens.\"The analyst says the company's earnings estimates have an \"upward bias\" going forward and its stock is the \"best way\" to play the AI theme.Nvidia stock is up 1.29% to $267.50 in premarket trading on Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927322527,"gmtCreate":1672404442969,"gmtModify":1676538686017,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"Time to start accumulating!?!? 😆","listText":"Time to start accumulating!?!? 😆","text":"Time to start accumulating!?!? 😆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927322527","repostId":"2295694896","repostType":4,"repost":{"id":"2295694896","pubTimestamp":1672400208,"share":"https://ttm.financial/m/news/2295694896?lang=&edition=fundamental","pubTime":"2022-12-30 19:36","market":"us","language":"en","title":"Amazon Stock \"at a Good Price Point\" If Investors Can Wait Out Rocky 2023: Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2295694896","media":"Yahoo Finance","summary":"If can you look past what is likely to be a challenging start to 2023 for Amazon (AMZN), the bruised","content":"<html><head></head><body><p>If can you look past what is likely to be a challenging start to 2023 for Amazon (AMZN), the bruised stock is a buy, says EvercoreISI&#39;s Mark Mahaney.</p><p>&#34;I think the core thesis on Amazon is well intact,&#34; Mahaney said on Yahoo Finance Live (video above). &#34;It&#39;s just that it&#39;s fully exposed to all the consumer softening trends, especially in discretionary items, and inflationary pressure. It&#39;s going to take time for the Amazon ship to right itself, but it will right itself. I think depending on how long-term your horizon is, if you are willing to look out more than a year, I think Amazon&#39;s at a good price point here.&#34;</p><p>Right now, that is a tall order to ask most investors given how tough Amazon&#39;s year has been financially and from a stock price perspective.</p><p>Shares of the tech giant are now hovering at a fresh 52-week low and are down about 50% year to date, according to Yahoo Finance data. The stock is off by 13% in December alone.</p><p>That performance rivals the dreadful performances from Amazon&#39;s counterparts in the closely followed FAANG (Facebook/Meta, Apple, Amazon, Netflix, Google) complex, with Meta enduring a 64% drop and Netflix plunging 51% year to date.</p><p>As for its fundamentals, Amazon announced on Oct. 27 it missed third-quarter analyst estimates as top-line growth continued to cool and costs remained elevated. For the fourth quarter, Amazon guided that revenue would come in between $140 billion and $144 billion instead of the $155 billion then projected by analysts.</p><p>Amazon shares were hammered by nearly 10% the following day.</p><p><img src=\"https://community-static.tradeup.com/news/9cf6cb2cd2789bfed2fc28dd19395a81\" tg-width=\"3229\" tg-height=\"2153\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>An Amazon delivery worker pulls a delivery cart full of packages during its annual Prime Day promotion in New York City, U.S., June 21, 2021. REUTERS/Brendan McDermid</p><p>A few weeks after the lackluster quarter and outlook, Amazon reportedly began laying off around 10,000 workers in an effort to get its cost structure under control.</p><p>EvercoreISI&#39;s Mahaney conceded that Amazon must go further on cost cuts if the stock is to work higher in 2023.</p><p>&#34;Amazon is going to have some issues,&#34; he said. &#34;They need to get a little bit more aggressive on costs.&#34;</p></body></html>","source":"yahoofinance_sg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Stock \"at a Good Price Point\" If Investors Can Wait Out Rocky 2023: Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Stock \"at a Good Price Point\" If Investors Can Wait Out Rocky 2023: Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-30 19:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/amazon-stock-at-a-good-price-point-if-investors-can-wait-out-rocky-2023-analyst-193224034.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If can you look past what is likely to be a challenging start to 2023 for Amazon (AMZN), the bruised stock is a buy, says EvercoreISI's Mark Mahaney.\"I think the core thesis on Amazon is well intact,\"...</p>\n\n<a href=\"https://finance.yahoo.com/news/amazon-stock-at-a-good-price-point-if-investors-can-wait-out-rocky-2023-analyst-193224034.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://finance.yahoo.com/news/amazon-stock-at-a-good-price-point-if-investors-can-wait-out-rocky-2023-analyst-193224034.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2295694896","content_text":"If can you look past what is likely to be a challenging start to 2023 for Amazon (AMZN), the bruised stock is a buy, says EvercoreISI's Mark Mahaney.\"I think the core thesis on Amazon is well intact,\" Mahaney said on Yahoo Finance Live (video above). \"It's just that it's fully exposed to all the consumer softening trends, especially in discretionary items, and inflationary pressure. It's going to take time for the Amazon ship to right itself, but it will right itself. I think depending on how long-term your horizon is, if you are willing to look out more than a year, I think Amazon's at a good price point here.\"Right now, that is a tall order to ask most investors given how tough Amazon's year has been financially and from a stock price perspective.Shares of the tech giant are now hovering at a fresh 52-week low and are down about 50% year to date, according to Yahoo Finance data. The stock is off by 13% in December alone.That performance rivals the dreadful performances from Amazon's counterparts in the closely followed FAANG (Facebook/Meta, Apple, Amazon, Netflix, Google) complex, with Meta enduring a 64% drop and Netflix plunging 51% year to date.As for its fundamentals, Amazon announced on Oct. 27 it missed third-quarter analyst estimates as top-line growth continued to cool and costs remained elevated. For the fourth quarter, Amazon guided that revenue would come in between $140 billion and $144 billion instead of the $155 billion then projected by analysts.Amazon shares were hammered by nearly 10% the following day.An Amazon delivery worker pulls a delivery cart full of packages during its annual Prime Day promotion in New York City, U.S., June 21, 2021. REUTERS/Brendan McDermidA few weeks after the lackluster quarter and outlook, Amazon reportedly began laying off around 10,000 workers in an effort to get its cost structure under control.EvercoreISI's Mahaney conceded that Amazon must go further on cost cuts if the stock is to work higher in 2023.\"Amazon is going to have some issues,\" he said. \"They need to get a little bit more aggressive on costs.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966739291,"gmtCreate":1669639321913,"gmtModify":1676538217070,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"It's a very very long road 😢","listText":"It's a very very long road 😢","text":"It's a very very long road 😢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9966739291","repostId":"1122831001","repostType":4,"repost":{"id":"1122831001","pubTimestamp":1669650374,"share":"https://ttm.financial/m/news/1122831001?lang=&edition=fundamental","pubTime":"2022-11-28 23:46","market":"us","language":"en","title":"It's A Long Road For Palantir","url":"https://stock-news.laohu8.com/highlight/detail?id=1122831001","media":"Seeking Alpha","summary":"SummaryPLTR stock is phenomenal for trading.The mounting pressure on growth is leading to reduced an","content":"<html><head></head><body><p>Summary</p><ul><li>PLTR stock is phenomenal for trading.</li><li>The mounting pressure on growth is leading to reduced and yet still stretched valuation.</li><li>While higher level key metrics need to hold up, and what 2023 will bring is still up in the air, margins are the focus.</li><li>Trading this stock is simply easier than the long road of holding forever, but we do think long-term potential is real.</li></ul><p>One stock that we believe is a paradise for traders is Palantir Technologies Inc. (NYSE:PLTR). For investors, it has been a total disaster and it is frustrating to see the lack of any kind of real rebound out of the single-digits. We continue to believe in the company long-term, but the company is not necessarily the stock.</p><p>The fact is that it is going to be a long road to real profits. That is why the market hates this stock. Further, the other key metric lines of interest like customer counts, revenues, etc., all seem to be slowing their rate of growth. This was a rapid grower just a year ago. But the world has quickly changed, and all things innovative that do not make a profit have been crushed. Folks, while all manner of financial engineering to show improved &#39;cash flow&#39;, and moderate EBITDA movement, the market does not care anymore. It wants to see a clear path to profitability. While the company has worked, or is starting to work, to rein in spending and to reduce the very dilutive stock-based compensation, the Street is assigning little faith.</p><p>Right now, even though we have outlined a possible Santa Claus rally into year end, we think that stocks like this are going to contend with heavy tax loss selling. The market as a whole has seen most who wanted to sell already sell, but for a trading stock like this, it creates further negative catalysts. If you are an investor, it is hard to not buy at $6-$7 per share. But $7 per share now is more expensive than $7 per share was just months ago, when you account for more shares, and normalization of growth. That is the problem. We continue to like trading swings on the stock long and short. As investors go, it is going to be a long road.</p><h3>The path is difficult, but not impossible</h3><p>Despite what has happened, we continue to like the company long-term, but Palantir stock is just not working right now. On top of the continued dilution, and now the pressure of tax loss harvesting, the company is also facing slowing commercial demand, and governments that will likely reduce spending due to lower tax revenues. Much of the world is already facing or in some cases may be in a recession. The United States has been resilient, but we suspect we see inflation coming down, and the deleterious impacts of increased pressure on consumers and businesses in this more challenging economic climate. With this reality the high level of growth seems to be grinding to a halt, and could stall further in 2023. Potential game-changing names like this that do not make real profit have all been obliterated.</p><p>A lot of traders do not realize (or do not care) that Palantir is not a new company. It has been around a long time, but became public in the height of the tech stock mania as we were coming out of COVID. The thing is that stocks like Palantir are indeed often extremely expensive in the early stages. The innovation space is unique. For a long time, the Street could not value them on an earnings basis because there are no or very little earnings. The Street looked to the future based on sales, cash flows, etc. One of the largest reasons stocks like this have been crushed, besides a &#39;tough market&#39; is interest rates. Few have been spared. The concern is that with rates rising, money-losing stocks are out of favor. Debt becomes more expensive, and many companies will suffer. And yet, Palantir has one key advantage. It is still a money loser, though getting there toward sustained breakeven operations, but it has an incredible balance-sheet position.</p><h3>No debt</h3><p>For years, Palantir may lose money or hover around breakeven. $7 is a level where we like this name, with all issues baked in. It is speculative, but we like it. Operationally, we are seeing some positive signs, and some negative signs. The company is not bleeding out and losing money hand over first. In fact, Given that there is no debt at all and a ton of cash on hand ($2.4 billion), Palantir is in strong shape to weather any recessionary pressures in 2023. It should not need to borrow any money, so in many ways, the high rate issue, for now, is somewhat moot. Though if their customers rely on debt to fund contracts, then it becomes a bit of a hidden risk. However, the balance sheet is a strength. The weakness is slowing growth.</p><h3>Slowing growth</h3><p>One thing that has investors concerned is the slowing growth. The company had been growing like a spreading wildfire. It is still in growth mode, but the pace has stalled. In the recently reported quarter, performance was strong on the top line and actually was ahead of consensus estimates. Total revenue grew 22% year-over-year to $478 million, beating estimates by almost $3 million. That is strong. But those costs continue to weigh, and the cumulative impact of dilution is anchoring earnings potential. This is evidenced by Palantir&#39;s profitability being lower than expected by $0.01 per share, and worse, guidance was less than consensus.</p><p>Both of Palantir&#39;s segments, the government and commercial segments, had shown incredible growth over the years. The commercial revenue stream specifically has been growing rapidly, while government results have been slowing for several quarters now. Deceleration of revenue growth is definitely a negative for a company without earnings. That said, U.S. growth is still strong. U.S. revenue rose 31% from last year, and the company grew overall customers by 66% year-over-year. Internationally the story is weaker, and likely reflects the resilience of the U.S. economy still despite global weakness.</p><p>Government revenue was still up 20% from a year ago, while U.S. commercial revenue grew 53%. Look this is certainly strong growth. The Street is fickle however, as despite it being strong reported growth, the pace has stalled. But there are positives that we feel are masked to some degree, such as in margins. Gross margin was 77%, very strong, though operating margin a bit lower. Adjusted income from operations, excluding stock-based compensation and related employer payroll taxes was $81 million, representing an adjusted operating margin of 17%. The target is really around 20%. The company lost $62 million in the quarter operationally otherwise. Now, the company likes to boast its cash flow but it does back out a number of key metrics that while as reported they are burning more cash than may be thought, on their adjusted basis, free cash flow was $37 million for the quarter, and the 8th-straight quarter for which this was positive on the adjusted metrics. The company earned $0.01 per share, showing it is teetering around breakeven.</p><h3>Valuation</h3><p>On the valuation front, Palantir stock is still expensive, even though shares have been crushed.</p><p><img src=\"https://static.tigerbbs.com/964639e96ef3383446822e45d937a223\" tg-width=\"640\" tg-height=\"904\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha PLTR Valuation Grade</p><p>Looking at traditional price-to-earnings is foolish, showing a very pricey at 161X. Ultimately, this is what the Street will care about. For now it gets many quarters to show its potential. The Street has doubts, hence a $7 per share price tag. Perhaps the more appropriate measure is the price-to-sales ratio, but not only is this still very high, the market has basically said it is no longer willing to pay for sky high multiples. Keep that in mind. At 8X sales, the valuation has improved dramatically from where it was last year, but this is still high. The price-to-book has been improving and we are watching this as well as EV/EBIT values. Some of this stretched valuation can be justified by the still strong growth metrics.</p><p><img src=\"https://static.tigerbbs.com/1ce1cbeed3f6c3c8d0a34c1fa114d009\" tg-width=\"640\" tg-height=\"923\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha PLTR Growth Metrics</p><p>So these are still solid grades though down from the past A+ values. The performance is coming down, and that reduction, that slower growth (even though it is still strong), builds in further discounts. Rapid growth has to lead somewhere. That is the mantra.</p><p>It is a long road from translating the growth metrics into tangible value, and shareholder returns. This is why the stock is stuck in the mud in the single-digits.</p><h3>Looking ahead</h3><p>So as we have been trying to hammer home, the growth concerns are real. The thing is that the Q4 guidance was pretty weak relative to expectations, despite slightly increasing the full-year outlook. For Q4, management guided to a base case of $503-505 million in revenue. This was below consensus of $506 million, but they upped their adjusted income from operations for the year by about 10% to $385 million.</p><p>Longer-term, the next few years, we think the company can still deliver 30% annual revenue growth. This will depend on how steep of a recession we get and how companies and governments value Palantir&#39;s AI decision making services. It remains to be seen but we would like to see more work done on margins to boost cash flow and to get to real earnings. Like it or not, this is what the Street wants to see. Margins need to improve and growth must remain to offset stock-based compensation. This is still a problem, and a problem for many similar companies. While Palantir&#39;s technology should help governments and businesses alike operate more efficiently, and therefore more profitably, we could see reduced spending on services like this as recession risks are mounting.</p><h3>Final thoughts</h3><p>The growth rate is slowing some, but the growth is strong. Palantir&#39;s valuation is still expensive, but we think the key indicator will be margins. Better margins drive earnings potential. As we head into year end, expect added pressure from tax loss harvesting. We still like trading the stock for when it runs with a hot market on good days, but for now, we think it will be difficult for the stock to advance much past $9-$10 without real movement on its performance on earnings potential. At the same time, should top line growth or customer count trends weaken further, the stock could see another wave lower. All things considered, it&#39;s still a buy at $7, but we think you should have a short-term view for gains. Take quick gains and move them elsewhere to core holdings. Sure, it is fine to own this long-term, we think it has potential, but it is a long road. It is a trading stock.</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>It's A Long Road For Palantir</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\">\nIt's A Long Road For Palantir\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-28 23:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4560760-its-long-road-for-palantir><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPLTR stock is phenomenal for trading.The mounting pressure on growth is leading to reduced and yet still stretched valuation.While higher level key metrics need to hold up, and what 2023 will ...</p>\n\n<a href=\"https://seekingalpha.com/article/4560760-its-long-road-for-palantir\">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/4560760-its-long-road-for-palantir","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122831001","content_text":"SummaryPLTR stock is phenomenal for trading.The mounting pressure on growth is leading to reduced and yet still stretched valuation.While higher level key metrics need to hold up, and what 2023 will bring is still up in the air, margins are the focus.Trading this stock is simply easier than the long road of holding forever, but we do think long-term potential is real.One stock that we believe is a paradise for traders is Palantir Technologies Inc. (NYSE:PLTR). For investors, it has been a total disaster and it is frustrating to see the lack of any kind of real rebound out of the single-digits. We continue to believe in the company long-term, but the company is not necessarily the stock.The fact is that it is going to be a long road to real profits. That is why the market hates this stock. Further, the other key metric lines of interest like customer counts, revenues, etc., all seem to be slowing their rate of growth. This was a rapid grower just a year ago. But the world has quickly changed, and all things innovative that do not make a profit have been crushed. Folks, while all manner of financial engineering to show improved 'cash flow', and moderate EBITDA movement, the market does not care anymore. It wants to see a clear path to profitability. While the company has worked, or is starting to work, to rein in spending and to reduce the very dilutive stock-based compensation, the Street is assigning little faith.Right now, even though we have outlined a possible Santa Claus rally into year end, we think that stocks like this are going to contend with heavy tax loss selling. The market as a whole has seen most who wanted to sell already sell, but for a trading stock like this, it creates further negative catalysts. If you are an investor, it is hard to not buy at $6-$7 per share. But $7 per share now is more expensive than $7 per share was just months ago, when you account for more shares, and normalization of growth. That is the problem. We continue to like trading swings on the stock long and short. As investors go, it is going to be a long road.The path is difficult, but not impossibleDespite what has happened, we continue to like the company long-term, but Palantir stock is just not working right now. On top of the continued dilution, and now the pressure of tax loss harvesting, the company is also facing slowing commercial demand, and governments that will likely reduce spending due to lower tax revenues. Much of the world is already facing or in some cases may be in a recession. The United States has been resilient, but we suspect we see inflation coming down, and the deleterious impacts of increased pressure on consumers and businesses in this more challenging economic climate. With this reality the high level of growth seems to be grinding to a halt, and could stall further in 2023. Potential game-changing names like this that do not make real profit have all been obliterated.A lot of traders do not realize (or do not care) that Palantir is not a new company. It has been around a long time, but became public in the height of the tech stock mania as we were coming out of COVID. The thing is that stocks like Palantir are indeed often extremely expensive in the early stages. The innovation space is unique. For a long time, the Street could not value them on an earnings basis because there are no or very little earnings. The Street looked to the future based on sales, cash flows, etc. One of the largest reasons stocks like this have been crushed, besides a 'tough market' is interest rates. Few have been spared. The concern is that with rates rising, money-losing stocks are out of favor. Debt becomes more expensive, and many companies will suffer. And yet, Palantir has one key advantage. It is still a money loser, though getting there toward sustained breakeven operations, but it has an incredible balance-sheet position.No debtFor years, Palantir may lose money or hover around breakeven. $7 is a level where we like this name, with all issues baked in. It is speculative, but we like it. Operationally, we are seeing some positive signs, and some negative signs. The company is not bleeding out and losing money hand over first. In fact, Given that there is no debt at all and a ton of cash on hand ($2.4 billion), Palantir is in strong shape to weather any recessionary pressures in 2023. It should not need to borrow any money, so in many ways, the high rate issue, for now, is somewhat moot. Though if their customers rely on debt to fund contracts, then it becomes a bit of a hidden risk. However, the balance sheet is a strength. The weakness is slowing growth.Slowing growthOne thing that has investors concerned is the slowing growth. The company had been growing like a spreading wildfire. It is still in growth mode, but the pace has stalled. In the recently reported quarter, performance was strong on the top line and actually was ahead of consensus estimates. Total revenue grew 22% year-over-year to $478 million, beating estimates by almost $3 million. That is strong. But those costs continue to weigh, and the cumulative impact of dilution is anchoring earnings potential. This is evidenced by Palantir's profitability being lower than expected by $0.01 per share, and worse, guidance was less than consensus.Both of Palantir's segments, the government and commercial segments, had shown incredible growth over the years. The commercial revenue stream specifically has been growing rapidly, while government results have been slowing for several quarters now. Deceleration of revenue growth is definitely a negative for a company without earnings. That said, U.S. growth is still strong. U.S. revenue rose 31% from last year, and the company grew overall customers by 66% year-over-year. Internationally the story is weaker, and likely reflects the resilience of the U.S. economy still despite global weakness.Government revenue was still up 20% from a year ago, while U.S. commercial revenue grew 53%. Look this is certainly strong growth. The Street is fickle however, as despite it being strong reported growth, the pace has stalled. But there are positives that we feel are masked to some degree, such as in margins. Gross margin was 77%, very strong, though operating margin a bit lower. Adjusted income from operations, excluding stock-based compensation and related employer payroll taxes was $81 million, representing an adjusted operating margin of 17%. The target is really around 20%. The company lost $62 million in the quarter operationally otherwise. Now, the company likes to boast its cash flow but it does back out a number of key metrics that while as reported they are burning more cash than may be thought, on their adjusted basis, free cash flow was $37 million for the quarter, and the 8th-straight quarter for which this was positive on the adjusted metrics. The company earned $0.01 per share, showing it is teetering around breakeven.ValuationOn the valuation front, Palantir stock is still expensive, even though shares have been crushed.Seeking Alpha PLTR Valuation GradeLooking at traditional price-to-earnings is foolish, showing a very pricey at 161X. Ultimately, this is what the Street will care about. For now it gets many quarters to show its potential. The Street has doubts, hence a $7 per share price tag. Perhaps the more appropriate measure is the price-to-sales ratio, but not only is this still very high, the market has basically said it is no longer willing to pay for sky high multiples. Keep that in mind. At 8X sales, the valuation has improved dramatically from where it was last year, but this is still high. The price-to-book has been improving and we are watching this as well as EV/EBIT values. Some of this stretched valuation can be justified by the still strong growth metrics.Seeking Alpha PLTR Growth MetricsSo these are still solid grades though down from the past A+ values. The performance is coming down, and that reduction, that slower growth (even though it is still strong), builds in further discounts. Rapid growth has to lead somewhere. That is the mantra.It is a long road from translating the growth metrics into tangible value, and shareholder returns. This is why the stock is stuck in the mud in the single-digits.Looking aheadSo as we have been trying to hammer home, the growth concerns are real. The thing is that the Q4 guidance was pretty weak relative to expectations, despite slightly increasing the full-year outlook. For Q4, management guided to a base case of $503-505 million in revenue. This was below consensus of $506 million, but they upped their adjusted income from operations for the year by about 10% to $385 million.Longer-term, the next few years, we think the company can still deliver 30% annual revenue growth. This will depend on how steep of a recession we get and how companies and governments value Palantir's AI decision making services. It remains to be seen but we would like to see more work done on margins to boost cash flow and to get to real earnings. Like it or not, this is what the Street wants to see. Margins need to improve and growth must remain to offset stock-based compensation. This is still a problem, and a problem for many similar companies. While Palantir's technology should help governments and businesses alike operate more efficiently, and therefore more profitably, we could see reduced spending on services like this as recession risks are mounting.Final thoughtsThe growth rate is slowing some, but the growth is strong. Palantir's valuation is still expensive, but we think the key indicator will be margins. Better margins drive earnings potential. As we head into year end, expect added pressure from tax loss harvesting. We still like trading the stock for when it runs with a hot market on good days, but for now, we think it will be difficult for the stock to advance much past $9-$10 without real movement on its performance on earnings potential. At the same time, should top line growth or customer count trends weaken further, the stock could see another wave lower. All things considered, it's still a buy at $7, but we think you should have a short-term view for gains. Take quick gains and move them elsewhere to core holdings. Sure, it is fine to own this long-term, we think it has potential, but it is a long road. It is a trading stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961558026,"gmtCreate":1669000177065,"gmtModify":1676538137366,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"Like pls!","listText":"Like pls!","text":"Like pls!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961558026","repostId":"1162891213","repostType":4,"repost":{"id":"1162891213","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":1668782055,"share":"https://ttm.financial/m/news/1162891213?lang=&edition=fundamental","pubTime":"2022-11-18 22:34","market":"us","language":"en","title":"Hot Chinese ADRs Tumbled in Morning Trading, with Alibaba Slumping 3.26%","url":"https://stock-news.laohu8.com/highlight/detail?id=1162891213","media":"Tiger Newspress","summary":"Hot Chinese ADRs tumbled in morning trading, with Alibaba slumping 3.26%.","content":"<html><head></head><body><p>Hot Chinese ADRs tumbled in morning trading, with Alibaba slumping 3.26%.<img src=\"https://static.tigerbbs.com/6b9e606a3b4962fa10cdbd409e237157\" tg-width=\"269\" tg-height=\"791\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot Chinese ADRs Tumbled in Morning Trading, with Alibaba Slumping 3.26%</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\">\nHot Chinese ADRs Tumbled in Morning Trading, with Alibaba Slumping 3.26%\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\">2022-11-18 22:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs tumbled in morning trading, with Alibaba slumping 3.26%.<img src=\"https://static.tigerbbs.com/6b9e606a3b4962fa10cdbd409e237157\" tg-width=\"269\" tg-height=\"791\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东","BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162891213","content_text":"Hot Chinese ADRs tumbled in morning trading, with Alibaba slumping 3.26%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985430538,"gmtCreate":1667437223224,"gmtModify":1676537917487,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"What goes up, must come down! 😅😬","listText":"What goes up, must come down! 😅😬","text":"What goes up, must come down! 😅😬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9985430538","repostId":"2280319145","repostType":4,"repost":{"id":"2280319145","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":1667430342,"share":"https://ttm.financial/m/news/2280319145?lang=&edition=fundamental","pubTime":"2022-11-03 07:05","market":"us","language":"en","title":"US STOCKS-Wall Street Closes Sharply Lower As Powell Signals Fed Not Done","url":"https://stock-news.laohu8.com/highlight/detail?id=2280319145","media":"Reuters","summary":"Fed hikes by 75 basis pointsU.S. private payrolls rise more than expectedPowell says Fed not close t","content":"<html><head></head><body><ul><li>Fed hikes by 75 basis points</li><li>U.S. private payrolls rise more than expected</li><li>Powell says Fed not close to pausing</li></ul><p><img src=\"https://static.tigerbbs.com/f695335e9ba9b8c92d6e7ab41b9088a2\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>U.S. stocks ended sharply lower on Wednesday, as comments from Fed Chair Jerome Powell shattered initial optimism over a Fed policy statement that raised interest rates by 75 basis points but signaled that smaller rate hikes may be on the horizon.</p><p>In a volatile trading session, equities initially moved higher in the wake of the hike by the Fed, the fourth straight increase from the central bank of that magnitude as it attempts to bring down stubbornly high inflation.</p><p>The target federal funds rate was set in a range between 3.75% and 4.00%, but the impact of the hike was initially tempered by new language that suggested the central bank was mindful of the effect its outsized rate hikes have had on the economy.</p><p>Investors had been widely anticipating a 75-basis point rate hike, while hoping the Fed would signal a willingness to begin downsizing the rate hikes at its December meeting.</p><p>However, comments from Fed Chair Jerome Powell that it was &#34;very premature&#34; to be thinking about pausing rate hikes sent stocks sharply lower.</p><p>&#34;It is one speech, maybe it is a moment of frustration. I don’t think he should have done it the way he did this. But I understand why he did it, and in the big picture of things, he is doing the right thing right now,&#34; said Stephen Massocca, senior vice president at Wedbush Securities in San Francisco.</p><p>&#34;Ultimately this will be good for the economy and good for the market.&#34;</p><p>According to preliminary data, the S&amp;P 500 lost 96.93 points, or 2.53%, to end at 3,758.68 points, while the Nasdaq Composite lost 367.48 points, or 3.37%, to 10,523.37. The Dow Jones Industrial Average fell 513.22 points, or 1.57%, to 32,139.98.</p><p>The S&amp;P 500 had been lower prior to the policy announcement, as the ADP National Employment report showed U.S. private payrolls increased more than expected in October, giving more reason to the Fed to continue an aggressive path of rate hikes.</p><p>The private payrolls report came on the heels of data on Tuesday that showed a jump in U.S. monthly job openings, indicating labor demand remained strong.</p><p>Investors will get more looks at the labor market in the form of weekly initial jobless claims on Thursday and the October payrolls report on Friday that will help drive expectations for interest rate hikes.</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>US STOCKS-Wall Street Closes Sharply Lower As Powell Signals Fed Not Done</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\">\nUS STOCKS-Wall Street Closes Sharply Lower As Powell Signals Fed Not Done\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-11-03 07:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Fed hikes by 75 basis points</li><li>U.S. private payrolls rise more than expected</li><li>Powell says Fed not close to pausing</li></ul><p><img src=\"https://static.tigerbbs.com/f695335e9ba9b8c92d6e7ab41b9088a2\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>U.S. stocks ended sharply lower on Wednesday, as comments from Fed Chair Jerome Powell shattered initial optimism over a Fed policy statement that raised interest rates by 75 basis points but signaled that smaller rate hikes may be on the horizon.</p><p>In a volatile trading session, equities initially moved higher in the wake of the hike by the Fed, the fourth straight increase from the central bank of that magnitude as it attempts to bring down stubbornly high inflation.</p><p>The target federal funds rate was set in a range between 3.75% and 4.00%, but the impact of the hike was initially tempered by new language that suggested the central bank was mindful of the effect its outsized rate hikes have had on the economy.</p><p>Investors had been widely anticipating a 75-basis point rate hike, while hoping the Fed would signal a willingness to begin downsizing the rate hikes at its December meeting.</p><p>However, comments from Fed Chair Jerome Powell that it was &#34;very premature&#34; to be thinking about pausing rate hikes sent stocks sharply lower.</p><p>&#34;It is one speech, maybe it is a moment of frustration. I don’t think he should have done it the way he did this. But I understand why he did it, and in the big picture of things, he is doing the right thing right now,&#34; said Stephen Massocca, senior vice president at Wedbush Securities in San Francisco.</p><p>&#34;Ultimately this will be good for the economy and good for the market.&#34;</p><p>According to preliminary data, the S&amp;P 500 lost 96.93 points, or 2.53%, to end at 3,758.68 points, while the Nasdaq Composite lost 367.48 points, or 3.37%, to 10,523.37. The Dow Jones Industrial Average fell 513.22 points, or 1.57%, to 32,139.98.</p><p>The S&amp;P 500 had been lower prior to the policy announcement, as the ADP National Employment report showed U.S. private payrolls increased more than expected in October, giving more reason to the Fed to continue an aggressive path of rate hikes.</p><p>The private payrolls report came on the heels of data on Tuesday that showed a jump in U.S. monthly job openings, indicating labor demand remained strong.</p><p>Investors will get more looks at the labor market in the form of weekly initial jobless claims on Thursday and the October payrolls report on Friday that will help drive expectations for interest rate hikes.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2280319145","content_text":"Fed hikes by 75 basis pointsU.S. private payrolls rise more than expectedPowell says Fed not close to pausingU.S. stocks ended sharply lower on Wednesday, as comments from Fed Chair Jerome Powell shattered initial optimism over a Fed policy statement that raised interest rates by 75 basis points but signaled that smaller rate hikes may be on the horizon.In a volatile trading session, equities initially moved higher in the wake of the hike by the Fed, the fourth straight increase from the central bank of that magnitude as it attempts to bring down stubbornly high inflation.The target federal funds rate was set in a range between 3.75% and 4.00%, but the impact of the hike was initially tempered by new language that suggested the central bank was mindful of the effect its outsized rate hikes have had on the economy.Investors had been widely anticipating a 75-basis point rate hike, while hoping the Fed would signal a willingness to begin downsizing the rate hikes at its December meeting.However, comments from Fed Chair Jerome Powell that it was \"very premature\" to be thinking about pausing rate hikes sent stocks sharply lower.\"It is one speech, maybe it is a moment of frustration. I don’t think he should have done it the way he did this. But I understand why he did it, and in the big picture of things, he is doing the right thing right now,\" said Stephen Massocca, senior vice president at Wedbush Securities in San Francisco.\"Ultimately this will be good for the economy and good for the market.\"According to preliminary data, the S&P 500 lost 96.93 points, or 2.53%, to end at 3,758.68 points, while the Nasdaq Composite lost 367.48 points, or 3.37%, to 10,523.37. The Dow Jones Industrial Average fell 513.22 points, or 1.57%, to 32,139.98.The S&P 500 had been lower prior to the policy announcement, as the ADP National Employment report showed U.S. private payrolls increased more than expected in October, giving more reason to the Fed to continue an aggressive path of rate hikes.The private payrolls report came on the heels of data on Tuesday that showed a jump in U.S. monthly job openings, indicating labor demand remained strong.Investors will get more looks at the labor market in the form of weekly initial jobless claims on Thursday and the October payrolls report on Friday that will help drive expectations for interest rate hikes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937733942,"gmtCreate":1663500660186,"gmtModify":1676537279940,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"🤞🏼🙏🏼","listText":"🤞🏼🙏🏼","text":"🤞🏼🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9937733942","repostId":"1129633132","repostType":4,"repost":{"id":"1129633132","pubTimestamp":1663378125,"share":"https://ttm.financial/m/news/1129633132?lang=&edition=fundamental","pubTime":"2022-09-17 09:28","market":"us","language":"en","title":"Nvidia: Ethereum Merge Unleashes A Tsunami Of Used Graphics Cards","url":"https://stock-news.laohu8.com/highlight/detail?id=1129633132","media":"Seeking Alpha","summary":"SummaryEthereum completes its transition to proof-of-stake, ending lucrative and energy-consuming “m","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Ethereum completes its transition to proof-of-stake, ending lucrative and energy-consuming “mining”.</li><li>Correcting the Ethereum hash rate model to account for used graphics card sales accounts for Nvidia’s fiscal Q2 results.</li><li>The impact of the Merge on Nvidia’s sales will be, at best, ugly.</li><li>How will the Merge affect Nvidia’s expected RTX 40 series launch?</li><li>Investor takeaways: Will Nvidia need to restate guidance for this quarter?</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f531f7b392a181968ec72c4a8f89f8e\" tg-width=\"1080\" tg-height=\"613\" referrerpolicy=\"no-referrer\"/><span>vzphotos/iStock Editorial via Getty Images</span></p><p>The Ethereum Foundation, which manages the Ether cryptocurrency, has announced completion of what it calls the Merge, whereby validation of new blocks of transactions no longer takes place by &#34;mining&#34;. The millions of high-end graphics cards that are used for this will no longer beneeded for the new &#34;proof-of-stake&#34; approach, so that most of these will likely find their way into the used card market. This will depress demand for new graphics cards just when Nvidia (NASDAQ:NVDA) is set to announce its next-generation GeForce 40 series.</p><p><b>Ethereum completes its transition to proof-of-stake, ending lucrative and energy consuming &#34;mining&#34;</b></p><p>The transition of Ethereum to proof-of-stake was called the Merge because it involved combining the parallel block chain that was already using proof-of-stake experimentally with the main block chain that was using traditional mining, called proof-of-work. This is shown below in this diagram from the Ethereum Foundation:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4872c823bfeb3e06182d2d3f6ab87879\" tg-width=\"640\" tg-height=\"574\" referrerpolicy=\"no-referrer\"/><span>Ethereum.org</span></p><p>Mining was really just transaction processing, in which a number of Ethereum transactions would be bundled into a block and encrypted. But the encryption process was made artificially difficult, requiring millions of high end graphics cards in the mining pool to process a block in a reasonable period of time.</p><p>In the new proof-of-stake approach, the artificial difficulty is removed, so that hardware requirements can be met by almost any computer, ending the need for graphics card processing and the attendant energy consumption. Ethereum claims this will reduce energy consumption by 99.95%.</p><p>Some miners may go to work on a &#34;hard fork&#34; of Ethereum, in effect, a secession of the currency into a new one called EthereumPOW. This currency will continue to use proof-of-work, but it&#39;s unclear whether mining this will be profitable.</p><p>Probably, the vast majority of cards will go on the used card market and be sold on venues such as eBay.</p><p><b>Correcting the Ethereum hash rate model to account for used graphics card sales</b></p><p>Following Nvidia&#39;s revised guidance for its fiscal 2023 Q2, I realized that I needed to revise my model of Ethereum-related sales of graphics cards. I had published an article detailing the model in July.</p><p>The problem with the model was that it only accounted for sales into the Ethereum mining pool when the pool was adding capacity, i.e., adding new cards to the pool. It worked fine as long as the pool was still growing.</p><p>However, starting in mid-May, the Ethereum mining pool hash rate, a measure of mining capacity, started to decline, as shown in the following chart from BitInfoCharts:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe36f2d53f47c0d7e5cdf964d09c67fa\" tg-width=\"640\" tg-height=\"408\" referrerpolicy=\"no-referrer\"/><span>BinInfoCharts</span></p><p>This implied that a substantial number of graphics cards were being removed from the pool. If I assumed that these cards were comparable to current generation Nvidia and AMD (AMD) cards, then it was reasonable to assume that every used card sold was a lost new card sale.</p><p>This turned out to account very well for Nvidia&#39;s fiscal Q2 results, if we assume that a normal quarterly revenue in Nvidia&#39;s Gaming segment is about $2.5 billion. During the Fiscal Q2 conference call, Nvidia specifically claimed that this would be their normal average Gaming segment revenue without crypto. In my spreadsheet calculations, it was easy to calculate the used card effect simply by allowing the change in mining pool cards to go negative, with a negative net revenue for the cards:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8223bcd7d3f44c30f5c60970c616fe0f\" tg-width=\"640\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/><span>Mark Hibben</span></p><p>Note that the revenue impact doesn&#39;t only fall on Nvidia, but the timing of Nvidia&#39;s fiscal Q2 lined up better with the fall in Ethereum mining capacity and likely release of cards into the used card market. AMD will likely feel the impact in its Q3 results.</p><p><b>The impact of the Merge on Nvidia&#39;s sales will be, at best, ugly</b></p><p>The model provides a means of anticipating what happens when the Ethereum hash rate effectively goes to zero, post Merge. And it&#39;s not pretty. In an article on August 21, I gave my subscribers a heads-up concerning the impact of the Merge, and I further revised my model results on September 11.</p><p>If we assume that the entire mining pool consists of newer graphics cards released since September 2020 (RTX 30 series for Nvidia), then Nvidia&#39;s RTX 30 series sales for Q3 are completely wiped out, as shown in the spreadsheet calculations extended to Q3:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c00465fed542c67659f55786fcdf366b\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\"/><span>Mark Hibben</span></p><p>The model deducts the hash rate contribution due to Nvidia Crypto Mining Processors (CMP). These cannot be sold into the used graphics cards market, since they lack display outputs.</p><p>This amounts to assuming that all of the cards used in mining before September 2020 (about when the RTX 30 series launched) were replaced with newer cards. This probably isn&#39;t absolutely correct, and the mining pool has consisted of a mixture of older and newer cards.</p><p>As a lower bound, we can assume that none of the older cards were replaced. These cards would not impact new card sales, since they aren&#39;t comparable to current generation cards. The model can deduct these cards from the calculated revenue impact by simply deducting the pre-September 2020 hash rate of 228.2361 terahash/sec (THASH) for the mining pool:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac0a909d1edae7870adea14e3f987d28\" tg-width=\"640\" tg-height=\"351\" referrerpolicy=\"no-referrer\"/><span>Mark Hibben</span></p><p>So the lost revenue impact for Nvidia looks to be in the range of $2-3 billion, and it probably won&#39;t fall all in Q3 but be distributed over several quarters. The effect of the Merge is to effectively zero out Nvidia&#39;s crypto revenue over time. The revenue made during Ethereum&#39;s mining pool expansion is negated by lost revenue post Merge, with the exception of CMP revenue and revenue from older graphics cards that might still have been in the pool at the time of the Merge.</p><p><b>How will the Merge affect Nvidia&#39;s expected RTX 40 series launch?</b></p><p>Nvidia has been expected to announce its GeForce RTX 40 series cards for some time, and Nvidia posted this announcement on its website:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c5990337b62c49447e21da39a199e14\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/><span>Nvidia</span></p><p>Various tech pundits are claiming that this is the worst time for Nvidia to launch a new generation of gaming graphics cards. One important feature expected of the RTX 40 series is support for PCIE 5.0. This could be important in reducing the impact of the Ethereum Merge.</p><p>The current generation of Nvidia and AMD cards only support PCIE 4.0, the prevailing standard at the time of their introduction in late 2020. PCIE 5.0 will double the communication bandwidth compared to 4.0. It&#39;s not clear how critical that will be to gaming performance, but it should eliminate PCIE as a bottleneck, if it ever was.</p><p>Just as important, new generation CPUs will have to support PCIE 5.0, since the GPU is typically linked directly to the CPU through a built in PCIE 16 lane (x16) interface. This is the preferred architecture for maximum gaming performance, and all modern CPUs provide at least 16 lanes of PCIE for this purpose.</p><p>Intel (INTC) already supports PCIE 5.0 in its latest Alder Lake 12th generation Core series of desktop CPUs. Since Alder Lake launched early this year, there have been no PCIE 5.0 graphics cards to take advantage of the interface, but the current installed base of Alder Lake systems represents a waiting market for the new PCIE 5.0 cards.</p><p>Unfortunately, I don&#39;t have an estimate of Alder Lake sales, so I have no idea what the size of that market might be. Current generation AMD Ryzen 5000 series desktop CPUs only offer PCIE 4.0, but the Ryzen 7000 series has been announced with support for PCIE 5.0, with a launch expected in October. AMD&#39;s next-generation GPUs have only been &#34;teased&#34; but are expected to support PCIE 5.0 as well.</p><p>The performance desktop market (mostly gamers) is moving rapidly to PCIE 5.0, and Nvidia will have, at least for a few months, the only graphics cards that support it. Gamers tend to be early adopters and favor the highest performance technology.</p><p>Since<i>none</i>of the used cards released from the Merge will support PCIE 5.0, this may serve to somewhat isolate the RTX 40 series launch from the impact of the Merge. How much isolation is still unclear.</p><p>Most of the current population of gaming systems will only support PCIE 4.0, so this part of the market would probably not buy RTX 40 series in any case. Most 40 series sales will go into new system builds.</p><p>Certainly, the impact of the Merge will be to weaken sales of the RTX 40 series at launch. However, overall sales in the Gaming segment will probably benefit from the launch. The 40 series launch will give the segment a revenue stream it would not have had otherwise.</p><p><b>Investor takeaways: will Nvidia need to restate guidance for this quarter?</b></p><p>Nvidia guided to revenue of $5.9 billion for fiscal Q3 during the Q2 conference call, and this implies revenue in the gaming segment of about $1 billion. Did Nvidia account for the Merge in their guidance?</p><p>When asked specifically about the impact of the Merge, Nvidia management had no comment, and professed an inability to account for the crypto impact. The guidance was claimed to be due to a retail channel inventory glut.</p><p>If Nvidia really wasn&#39;t accounting for the Merge, then almost certainly it will need to restate guidance for Q3. Probably, the RTX 40 series launch will not be enough to provide the roughly $1 billion in Gaming segment revenue.</p><p>In my Nvidia integrated financial model, I&#39;m assuming a $3 billion hit due to the Merge and another $1 billion due to inventory correction. In the model, this is distributed over the next four quarters from fiscal 2023 Q3 to fiscal 2024 Q2, with Gaming segment sales only starting to recover in fiscal 2024 Q3.</p><p>Despite this, I&#39;m still modeling growth in the all-important Data Center segment. Nvidia&#39;s next-generation data center accelerator, the Hopper H100, is testing out to be very impressive and is in production now with deliveries expected by the end of the calendar year.</p><p>Hopper should ensure continued growth in the Data Center segment, and the advent of Grace, Nvidia&#39;s ARM architecture CPU for the data center, should further enhance growth. Data Center growth largely compensates for revenue declines expected in Gaming for this year and next, according to the model:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8026f845d3af92219bdc2bb1bc67be19\" tg-width=\"640\" tg-height=\"458\" referrerpolicy=\"no-referrer\"/><span>Mark Hibben</span></p><p>According to my long-term Discounted Cash Flow model, Nvidia has a fair value of $192. I consider Nvidia&#39;s future to be very bright, despite the impact of crypto in the near term.</p><p>Currently, I have Nvidia rated at Hold, and Nvidia has been a relatively small part of the Rethink Technology portfolio since selling most of my Nvidia shares (at a substantial profit) in April. I&#39;m pretty close to upgrading Nvidia to Buy, but I&#39;m waiting to see if the Merge (and possible guidance restatement) will drive Nvidia&#39;s price even lower.</p><p>Also, I&#39;m waiting to see what Nvidia has to offer in its new 40 series on September 20. Nvidia has consistently set the performance bar in the desktop graphics card market. Most likely, Nvidia is already undervalued.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Ethereum Merge Unleashes A Tsunami Of Used Graphics Cards</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Ethereum Merge Unleashes A Tsunami Of Used Graphics Cards\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-17 09:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4541459-nvidia-ethereum-merge-unleashes-tsunami-of-used-graphics-cards?source=content_type%3Areact%7Csection%3AAll%7Csection_asset%3AAnalysis%7Cfirst_level_url%3Asymbol%7Cbutton%3ATitle%7Clock_status%3ANo%7Cline%3A1><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryEthereum completes its transition to proof-of-stake, ending lucrative and energy-consuming “mining”.Correcting the Ethereum hash rate model to account for used graphics card sales accounts for ...</p>\n\n<a href=\"https://seekingalpha.com/article/4541459-nvidia-ethereum-merge-unleashes-tsunami-of-used-graphics-cards?source=content_type%3Areact%7Csection%3AAll%7Csection_asset%3AAnalysis%7Cfirst_level_url%3Asymbol%7Cbutton%3ATitle%7Clock_status%3ANo%7Cline%3A1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4541459-nvidia-ethereum-merge-unleashes-tsunami-of-used-graphics-cards?source=content_type%3Areact%7Csection%3AAll%7Csection_asset%3AAnalysis%7Cfirst_level_url%3Asymbol%7Cbutton%3ATitle%7Clock_status%3ANo%7Cline%3A1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129633132","content_text":"SummaryEthereum completes its transition to proof-of-stake, ending lucrative and energy-consuming “mining”.Correcting the Ethereum hash rate model to account for used graphics card sales accounts for Nvidia’s fiscal Q2 results.The impact of the Merge on Nvidia’s sales will be, at best, ugly.How will the Merge affect Nvidia’s expected RTX 40 series launch?Investor takeaways: Will Nvidia need to restate guidance for this quarter?vzphotos/iStock Editorial via Getty ImagesThe Ethereum Foundation, which manages the Ether cryptocurrency, has announced completion of what it calls the Merge, whereby validation of new blocks of transactions no longer takes place by \"mining\". The millions of high-end graphics cards that are used for this will no longer beneeded for the new \"proof-of-stake\" approach, so that most of these will likely find their way into the used card market. This will depress demand for new graphics cards just when Nvidia (NASDAQ:NVDA) is set to announce its next-generation GeForce 40 series.Ethereum completes its transition to proof-of-stake, ending lucrative and energy consuming \"mining\"The transition of Ethereum to proof-of-stake was called the Merge because it involved combining the parallel block chain that was already using proof-of-stake experimentally with the main block chain that was using traditional mining, called proof-of-work. This is shown below in this diagram from the Ethereum Foundation:Ethereum.orgMining was really just transaction processing, in which a number of Ethereum transactions would be bundled into a block and encrypted. But the encryption process was made artificially difficult, requiring millions of high end graphics cards in the mining pool to process a block in a reasonable period of time.In the new proof-of-stake approach, the artificial difficulty is removed, so that hardware requirements can be met by almost any computer, ending the need for graphics card processing and the attendant energy consumption. Ethereum claims this will reduce energy consumption by 99.95%.Some miners may go to work on a \"hard fork\" of Ethereum, in effect, a secession of the currency into a new one called EthereumPOW. This currency will continue to use proof-of-work, but it's unclear whether mining this will be profitable.Probably, the vast majority of cards will go on the used card market and be sold on venues such as eBay.Correcting the Ethereum hash rate model to account for used graphics card salesFollowing Nvidia's revised guidance for its fiscal 2023 Q2, I realized that I needed to revise my model of Ethereum-related sales of graphics cards. I had published an article detailing the model in July.The problem with the model was that it only accounted for sales into the Ethereum mining pool when the pool was adding capacity, i.e., adding new cards to the pool. It worked fine as long as the pool was still growing.However, starting in mid-May, the Ethereum mining pool hash rate, a measure of mining capacity, started to decline, as shown in the following chart from BitInfoCharts:BinInfoChartsThis implied that a substantial number of graphics cards were being removed from the pool. If I assumed that these cards were comparable to current generation Nvidia and AMD (AMD) cards, then it was reasonable to assume that every used card sold was a lost new card sale.This turned out to account very well for Nvidia's fiscal Q2 results, if we assume that a normal quarterly revenue in Nvidia's Gaming segment is about $2.5 billion. During the Fiscal Q2 conference call, Nvidia specifically claimed that this would be their normal average Gaming segment revenue without crypto. In my spreadsheet calculations, it was easy to calculate the used card effect simply by allowing the change in mining pool cards to go negative, with a negative net revenue for the cards:Mark HibbenNote that the revenue impact doesn't only fall on Nvidia, but the timing of Nvidia's fiscal Q2 lined up better with the fall in Ethereum mining capacity and likely release of cards into the used card market. AMD will likely feel the impact in its Q3 results.The impact of the Merge on Nvidia's sales will be, at best, uglyThe model provides a means of anticipating what happens when the Ethereum hash rate effectively goes to zero, post Merge. And it's not pretty. In an article on August 21, I gave my subscribers a heads-up concerning the impact of the Merge, and I further revised my model results on September 11.If we assume that the entire mining pool consists of newer graphics cards released since September 2020 (RTX 30 series for Nvidia), then Nvidia's RTX 30 series sales for Q3 are completely wiped out, as shown in the spreadsheet calculations extended to Q3:Mark HibbenThe model deducts the hash rate contribution due to Nvidia Crypto Mining Processors (CMP). These cannot be sold into the used graphics cards market, since they lack display outputs.This amounts to assuming that all of the cards used in mining before September 2020 (about when the RTX 30 series launched) were replaced with newer cards. This probably isn't absolutely correct, and the mining pool has consisted of a mixture of older and newer cards.As a lower bound, we can assume that none of the older cards were replaced. These cards would not impact new card sales, since they aren't comparable to current generation cards. The model can deduct these cards from the calculated revenue impact by simply deducting the pre-September 2020 hash rate of 228.2361 terahash/sec (THASH) for the mining pool:Mark HibbenSo the lost revenue impact for Nvidia looks to be in the range of $2-3 billion, and it probably won't fall all in Q3 but be distributed over several quarters. The effect of the Merge is to effectively zero out Nvidia's crypto revenue over time. The revenue made during Ethereum's mining pool expansion is negated by lost revenue post Merge, with the exception of CMP revenue and revenue from older graphics cards that might still have been in the pool at the time of the Merge.How will the Merge affect Nvidia's expected RTX 40 series launch?Nvidia has been expected to announce its GeForce RTX 40 series cards for some time, and Nvidia posted this announcement on its website:NvidiaVarious tech pundits are claiming that this is the worst time for Nvidia to launch a new generation of gaming graphics cards. One important feature expected of the RTX 40 series is support for PCIE 5.0. This could be important in reducing the impact of the Ethereum Merge.The current generation of Nvidia and AMD cards only support PCIE 4.0, the prevailing standard at the time of their introduction in late 2020. PCIE 5.0 will double the communication bandwidth compared to 4.0. It's not clear how critical that will be to gaming performance, but it should eliminate PCIE as a bottleneck, if it ever was.Just as important, new generation CPUs will have to support PCIE 5.0, since the GPU is typically linked directly to the CPU through a built in PCIE 16 lane (x16) interface. This is the preferred architecture for maximum gaming performance, and all modern CPUs provide at least 16 lanes of PCIE for this purpose.Intel (INTC) already supports PCIE 5.0 in its latest Alder Lake 12th generation Core series of desktop CPUs. Since Alder Lake launched early this year, there have been no PCIE 5.0 graphics cards to take advantage of the interface, but the current installed base of Alder Lake systems represents a waiting market for the new PCIE 5.0 cards.Unfortunately, I don't have an estimate of Alder Lake sales, so I have no idea what the size of that market might be. Current generation AMD Ryzen 5000 series desktop CPUs only offer PCIE 4.0, but the Ryzen 7000 series has been announced with support for PCIE 5.0, with a launch expected in October. AMD's next-generation GPUs have only been \"teased\" but are expected to support PCIE 5.0 as well.The performance desktop market (mostly gamers) is moving rapidly to PCIE 5.0, and Nvidia will have, at least for a few months, the only graphics cards that support it. Gamers tend to be early adopters and favor the highest performance technology.Sincenoneof the used cards released from the Merge will support PCIE 5.0, this may serve to somewhat isolate the RTX 40 series launch from the impact of the Merge. How much isolation is still unclear.Most of the current population of gaming systems will only support PCIE 4.0, so this part of the market would probably not buy RTX 40 series in any case. Most 40 series sales will go into new system builds.Certainly, the impact of the Merge will be to weaken sales of the RTX 40 series at launch. However, overall sales in the Gaming segment will probably benefit from the launch. The 40 series launch will give the segment a revenue stream it would not have had otherwise.Investor takeaways: will Nvidia need to restate guidance for this quarter?Nvidia guided to revenue of $5.9 billion for fiscal Q3 during the Q2 conference call, and this implies revenue in the gaming segment of about $1 billion. Did Nvidia account for the Merge in their guidance?When asked specifically about the impact of the Merge, Nvidia management had no comment, and professed an inability to account for the crypto impact. The guidance was claimed to be due to a retail channel inventory glut.If Nvidia really wasn't accounting for the Merge, then almost certainly it will need to restate guidance for Q3. Probably, the RTX 40 series launch will not be enough to provide the roughly $1 billion in Gaming segment revenue.In my Nvidia integrated financial model, I'm assuming a $3 billion hit due to the Merge and another $1 billion due to inventory correction. In the model, this is distributed over the next four quarters from fiscal 2023 Q3 to fiscal 2024 Q2, with Gaming segment sales only starting to recover in fiscal 2024 Q3.Despite this, I'm still modeling growth in the all-important Data Center segment. Nvidia's next-generation data center accelerator, the Hopper H100, is testing out to be very impressive and is in production now with deliveries expected by the end of the calendar year.Hopper should ensure continued growth in the Data Center segment, and the advent of Grace, Nvidia's ARM architecture CPU for the data center, should further enhance growth. Data Center growth largely compensates for revenue declines expected in Gaming for this year and next, according to the model:Mark HibbenAccording to my long-term Discounted Cash Flow model, Nvidia has a fair value of $192. I consider Nvidia's future to be very bright, despite the impact of crypto in the near term.Currently, I have Nvidia rated at Hold, and Nvidia has been a relatively small part of the Rethink Technology portfolio since selling most of my Nvidia shares (at a substantial profit) in April. I'm pretty close to upgrading Nvidia to Buy, but I'm waiting to see if the Merge (and possible guidance restatement) will drive Nvidia's price even lower.Also, I'm waiting to see what Nvidia has to offer in its new 40 series on September 20. Nvidia has consistently set the performance bar in the desktop graphics card market. Most likely, Nvidia is already undervalued.","news_type":1},"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904034321,"gmtCreate":1659956868167,"gmtModify":1703476351723,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"It may only be a longer term bet. Short term too many uncertainties&nbsp;","listText":"It may only be a longer term bet. Short term too many uncertainties&nbsp;","text":"It may only be a longer term bet. Short term too many uncertainties","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904034321","repostId":"1166279467","repostType":4,"repost":{"id":"1166279467","pubTimestamp":1659949477,"share":"https://ttm.financial/m/news/1166279467?lang=&edition=fundamental","pubTime":"2022-08-08 17:04","market":"us","language":"en","title":"Palantir: Judgement Day","url":"https://stock-news.laohu8.com/highlight/detail?id=1166279467","media":"Seeking Alpha","summary":"SummaryPalantir is about to report its Q2 earnings results.Despite the decline in share prices earli","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir is about to report its Q2 earnings results.</li><li>Despite the decline in share prices earlier this year, there are reasons to be optimistic about the company’s future.</li><li>This article will highlight some of the recent developments that could have a lasting impact on the company’s financials in the following quarters.</li></ul><p>On Monday, Palantir (NYSE:PLTR) will report its Q2 earnings results, which will be able to answer several critical questions regarding the company&#39;s future. Since becoming a public company in late 2020, Palantir&#39;s bears have been repeating the same talking points about the excessive stock-based compensation policy and constant insider selling to justify their short positions in the company. While those talking points certainly exposed some of the risks related to owning Palantir, most of them are no longer relevant that much after the management began to tackle those issues in recent quarters, which I have covered in one of my latest articles on the company earlier this year.</p><p>The important question at this stage is whether Palantir will be able to continue to grow at a double-digit rate in the current turbulent environment that&#39;s full of new systemic shocks and challenges. Earlier this year the company reported a weaker than expected outlook for Q2 amid the lower government spending, which could prevent its defense business from growing at an aggressive rate in the following months. As all of us wait for the results to come out in order to figure out what the future holds for Palantir, this article will highlight some of the recent developments that could have a lasting impact on the company&#39;s financials in the following quarters.</p><p><b>Reasons To Be Optimistic</b></p><p>After releasing its Q1 earnings report a few months ago, Palantir&#39;s management gave relatively weak guidance for Q2. While the street expected Palantir&#39;s Q2 sales to be $483.76 million, the management announced that its base scenario projects only $470 million in sales for the June quarter. However, the company hinted that the top-line performance could be better than expected by stating the following:</p><blockquote>There is a wide range of potential upside to our guidance, including those driven by our role in responding to developing geopolitical events.</blockquote><p>Considering that in Q1, Palantir&#39;s customer count grew by 86% Y/Y, the company does have an opportunity to beat its guidance thanks to the potential increase in revenues from those new clients. At the same time, there&#39;s also a possibility that Palantir will be able to grow its revenues thanks to the signing of new contracts and winning new awards from governmental agencies. In my latest article on the company, I have already noted how the war in Ukraine along with the increase in defense spending by NATO members is a major long-term growth catalyst for Palantir due to its close connections with the U.S. Department of Defense.</p><p>Let&#39;s not forget that Palantir is one of the few companies in the world along with Microsoft (MSFT) and Amazon (AMZN) that has an impact level 6 DoD SRG authorization, which allows the storage and transfer of secret classified data through its software solutions. As a result, we could expect Palantir to sign new governmental contracts in the future especially since defense spending is expected to accelerate in the following years. Last week Palantir has already signed a new $99.9 million deal with the U.S. Army to implement AI and ML capabilities for the combatant commands, and it&#39;s unlikely to be the last deal with the army, considering that the company is also working on the TITAN program to enhance multidomain operations.</p><p>In addition to all of this, the number of Palantir&#39;s commercial deals with private and public companies has been on the rise as well. The latest earnings results proved that the company&#39;s solutions are in high demand even in the current environment, as its commercial revenues wereup54% Y/Y, while its commercial revenues in the United States alone were up 136% Y/Y. As corporations grow and their processes become more complex, they need companies such as Palantir to handle all the data in order to figure out where all of their weak spots are and how to tackle them.</p><p>In addition, as Big Tech talks about a hiring freeze, Palantir doubles down on employees and expects to increase its headcount by 25% by the end of 2022. This is a sign that its business is growing and its software solutions continue to be in high demand despite the turbulent environment.</p><p>What&#39;s also important to mention is that despite having a forward P/Sratioof ~12x and trading at a premium, the street believes that the stock still has an upside, as its consensus price target is $11.99 per share. There are several reasons for it. First of all, Palantirhas$2.52 billion in cash reserves and no debt, which gives the company more flexibility in the current environment with higher interest rates. At the same time, the business has an insane gross profit margin of nearly 80%, as its main expenses go mostly to retaining the top talent to develop unique software solutions that could generate nearly $2 billion in revenues this year alone.</p><p>Let&#39;s not forget that despite all the challenges, Palantir continues to grow at an aggressive double-digit rate and the street&#39;s consensus is that the business will continue to grow its top line at a nearly 30% rate in the following quarters. That&#39;s why we could justify Palantir&#39;s premium multiples given its ability to grow at an aggressive rate after being in the business for nearly two decades even in the current environment.</p><p><img src=\"https://static.tigerbbs.com/be3151ba9247266d54e293a72a5f4db4\" tg-width=\"893\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p>Palantir&#39;s Consensus Price Target (Seeking Alpha)</p><p><b>What Could Go Wrong?</b></p><p>As I&#39;ve already mentioned at the beginning of this article, the constant insider selling and an excessive stock-based compensation policy are no longer as big of a threat to the stock as they were before. The latest data shows that after Alex Karp&#39;s options expired in December, the constant dumping of shares that was creating selling pressure already stopped more than half a year ago. At the same time, the stock-based compensation expenses, which are non-cash expenses, have been declining as well in recent quarters. Therefore, I don&#39;t see both of those risks relevant anymore, especially since Palantir insiders still have skin in the game, continue to own 10.74% of the company&#39;s outstanding shares, and don&#39;t benefit from the declining share price as well.</p><p>However, several real challenges could prevent Palantir&#39;s stock from rising higher in the short to near term. First of all, we already saw how growth stocks collapsed since the beginning of the year due to the worsening macro environment. As Fed continues to raise interest rates to tackle inflation, which could likely result in a moderate recession, there&#39;s a risk that growth names will continue to trade in distressed territory for a while in the foreseeable future.</p><p>What&#39;s worse is that in recent years Palantir has been actively investing in variousSPACsto gain access to various markets from different industries. The problem is that SPACs are unlikely to perform well in the current turbulent environment as well, so there&#39;s a high possibility that in addition to a badly performing stock Palantir could also have significant unrealized losses from its investments. The problem is that we won&#39;t be able to figure this out since the full terms of the deals that Palantir made are not reported directly, which leaves investors in the dark.</p><p>There are however some investments with the potential to create an additional shareholder value such as Palantir&#39;s equity stake in the geospatial intelligence firm BlackSky (BKSY), which recently has been winning major awards from the private and public sector organizations. However, other than that most of the information on those investments is fairly limited, which could lead to major losses for Palantir without investors knowing about it. As a result, there&#39;s always a risk that Palantir could underperform and disappoint its investors.</p><p><b>The Bottom Line</b></p><p>Despite the short to near-term risks described above, we shouldn&#39;t forget that even in a conservative scenario Palantir is projected to continue to grow at an aggressive double-digit growth rate after being in the business for nearly two decades. The company has a healthy balance sheet with enough liquidity to tackle the incoming challenges, while its capital-light business model will help it to continue to keep its operating margins at high levels and generate a meaningful FCF for years to come.</p><p>At the same time, greater penetration of its software solutions in the commercial field along with a close relationship with the Department of Defense should help the company to continue to expand at an aggressive rate in the future. For that reason, I continue to be a long-term bull of Palantir and believe that no matter what numbers are reported tomorrow, the company has much more room for growth from the current levels.</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: Judgement Day</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: Judgement Day\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-08 17:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4531127-palantir-q2-earnings-judgement-day><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir is about to report its Q2 earnings results.Despite the decline in share prices earlier this year, there are reasons to be optimistic about the company’s future.This article will ...</p>\n\n<a href=\"https://seekingalpha.com/article/4531127-palantir-q2-earnings-judgement-day\">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/4531127-palantir-q2-earnings-judgement-day","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166279467","content_text":"SummaryPalantir is about to report its Q2 earnings results.Despite the decline in share prices earlier this year, there are reasons to be optimistic about the company’s future.This article will highlight some of the recent developments that could have a lasting impact on the company’s financials in the following quarters.On Monday, Palantir (NYSE:PLTR) will report its Q2 earnings results, which will be able to answer several critical questions regarding the company's future. Since becoming a public company in late 2020, Palantir's bears have been repeating the same talking points about the excessive stock-based compensation policy and constant insider selling to justify their short positions in the company. While those talking points certainly exposed some of the risks related to owning Palantir, most of them are no longer relevant that much after the management began to tackle those issues in recent quarters, which I have covered in one of my latest articles on the company earlier this year.The important question at this stage is whether Palantir will be able to continue to grow at a double-digit rate in the current turbulent environment that's full of new systemic shocks and challenges. Earlier this year the company reported a weaker than expected outlook for Q2 amid the lower government spending, which could prevent its defense business from growing at an aggressive rate in the following months. As all of us wait for the results to come out in order to figure out what the future holds for Palantir, this article will highlight some of the recent developments that could have a lasting impact on the company's financials in the following quarters.Reasons To Be OptimisticAfter releasing its Q1 earnings report a few months ago, Palantir's management gave relatively weak guidance for Q2. While the street expected Palantir's Q2 sales to be $483.76 million, the management announced that its base scenario projects only $470 million in sales for the June quarter. However, the company hinted that the top-line performance could be better than expected by stating the following:There is a wide range of potential upside to our guidance, including those driven by our role in responding to developing geopolitical events.Considering that in Q1, Palantir's customer count grew by 86% Y/Y, the company does have an opportunity to beat its guidance thanks to the potential increase in revenues from those new clients. At the same time, there's also a possibility that Palantir will be able to grow its revenues thanks to the signing of new contracts and winning new awards from governmental agencies. In my latest article on the company, I have already noted how the war in Ukraine along with the increase in defense spending by NATO members is a major long-term growth catalyst for Palantir due to its close connections with the U.S. Department of Defense.Let's not forget that Palantir is one of the few companies in the world along with Microsoft (MSFT) and Amazon (AMZN) that has an impact level 6 DoD SRG authorization, which allows the storage and transfer of secret classified data through its software solutions. As a result, we could expect Palantir to sign new governmental contracts in the future especially since defense spending is expected to accelerate in the following years. Last week Palantir has already signed a new $99.9 million deal with the U.S. Army to implement AI and ML capabilities for the combatant commands, and it's unlikely to be the last deal with the army, considering that the company is also working on the TITAN program to enhance multidomain operations.In addition to all of this, the number of Palantir's commercial deals with private and public companies has been on the rise as well. The latest earnings results proved that the company's solutions are in high demand even in the current environment, as its commercial revenues wereup54% Y/Y, while its commercial revenues in the United States alone were up 136% Y/Y. As corporations grow and their processes become more complex, they need companies such as Palantir to handle all the data in order to figure out where all of their weak spots are and how to tackle them.In addition, as Big Tech talks about a hiring freeze, Palantir doubles down on employees and expects to increase its headcount by 25% by the end of 2022. This is a sign that its business is growing and its software solutions continue to be in high demand despite the turbulent environment.What's also important to mention is that despite having a forward P/Sratioof ~12x and trading at a premium, the street believes that the stock still has an upside, as its consensus price target is $11.99 per share. There are several reasons for it. First of all, Palantirhas$2.52 billion in cash reserves and no debt, which gives the company more flexibility in the current environment with higher interest rates. At the same time, the business has an insane gross profit margin of nearly 80%, as its main expenses go mostly to retaining the top talent to develop unique software solutions that could generate nearly $2 billion in revenues this year alone.Let's not forget that despite all the challenges, Palantir continues to grow at an aggressive double-digit rate and the street's consensus is that the business will continue to grow its top line at a nearly 30% rate in the following quarters. That's why we could justify Palantir's premium multiples given its ability to grow at an aggressive rate after being in the business for nearly two decades even in the current environment.Palantir's Consensus Price Target (Seeking Alpha)What Could Go Wrong?As I've already mentioned at the beginning of this article, the constant insider selling and an excessive stock-based compensation policy are no longer as big of a threat to the stock as they were before. The latest data shows that after Alex Karp's options expired in December, the constant dumping of shares that was creating selling pressure already stopped more than half a year ago. At the same time, the stock-based compensation expenses, which are non-cash expenses, have been declining as well in recent quarters. Therefore, I don't see both of those risks relevant anymore, especially since Palantir insiders still have skin in the game, continue to own 10.74% of the company's outstanding shares, and don't benefit from the declining share price as well.However, several real challenges could prevent Palantir's stock from rising higher in the short to near term. First of all, we already saw how growth stocks collapsed since the beginning of the year due to the worsening macro environment. As Fed continues to raise interest rates to tackle inflation, which could likely result in a moderate recession, there's a risk that growth names will continue to trade in distressed territory for a while in the foreseeable future.What's worse is that in recent years Palantir has been actively investing in variousSPACsto gain access to various markets from different industries. The problem is that SPACs are unlikely to perform well in the current turbulent environment as well, so there's a high possibility that in addition to a badly performing stock Palantir could also have significant unrealized losses from its investments. The problem is that we won't be able to figure this out since the full terms of the deals that Palantir made are not reported directly, which leaves investors in the dark.There are however some investments with the potential to create an additional shareholder value such as Palantir's equity stake in the geospatial intelligence firm BlackSky (BKSY), which recently has been winning major awards from the private and public sector organizations. However, other than that most of the information on those investments is fairly limited, which could lead to major losses for Palantir without investors knowing about it. As a result, there's always a risk that Palantir could underperform and disappoint its investors.The Bottom LineDespite the short to near-term risks described above, we shouldn't forget that even in a conservative scenario Palantir is projected to continue to grow at an aggressive double-digit growth rate after being in the business for nearly two decades. The company has a healthy balance sheet with enough liquidity to tackle the incoming challenges, while its capital-light business model will help it to continue to keep its operating margins at high levels and generate a meaningful FCF for years to come.At the same time, greater penetration of its software solutions in the commercial field along with a close relationship with the Department of Defense should help the company to continue to expand at an aggressive rate in the future. For that reason, I continue to be a long-term bull of Palantir and believe that no matter what numbers are reported tomorrow, the company has much more room for growth from the current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903614594,"gmtCreate":1659017732918,"gmtModify":1676536244569,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"Chargepoint Microvast! 🚀","listText":"Chargepoint Microvast! 🚀","text":"Chargepoint Microvast! 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903614594","repostId":"1184456731","repostType":4,"repost":{"id":"1184456731","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":1659015937,"share":"https://ttm.financial/m/news/1184456731?lang=&edition=fundamental","pubTime":"2022-07-28 21:45","market":"us","language":"en","title":"EV Charging Stocks Soared in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1184456731","media":"Tiger Newspress","summary":"EV charging stocks soared in morning trading with ChargePoint, Blink Charging and Beam Global surged","content":"<html><head></head><body><p>EV charging stocks soared in morning trading with ChargePoint, Blink Charging and Beam Global surged more than 10%.<img src=\"https://static.tigerbbs.com/e197670a8f7e4b3d3c14096fe83159bf\" tg-width=\"289\" tg-height=\"249\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Charging Stocks Soared in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Charging Stocks Soared 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\">2022-07-28 21:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV charging stocks soared in morning trading with ChargePoint, Blink Charging and Beam Global surged more than 10%.<img src=\"https://static.tigerbbs.com/e197670a8f7e4b3d3c14096fe83159bf\" tg-width=\"289\" tg-height=\"249\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BEEM":"Beam Global","BLNK":"Blink Charging","CHPT":"ChargePoint Holdings Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184456731","content_text":"EV charging stocks soared in morning trading with ChargePoint, Blink Charging and Beam Global surged more than 10%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909138853,"gmtCreate":1658828464372,"gmtModify":1676536213642,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"APPL is still a BUY in current uncertain environment as the smart&nbsp;mobile phone&nbsp;market will constantly grow 🚀","listText":"APPL is still a BUY in current uncertain environment as the smart&nbsp;mobile phone&nbsp;market will constantly grow 🚀","text":"APPL is still a BUY in current uncertain environment as the smart mobile phone market will constantly grow 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909138853","repostId":"2254859517","repostType":4,"repost":{"id":"2254859517","pubTimestamp":1658793235,"share":"https://ttm.financial/m/news/2254859517?lang=&edition=fundamental","pubTime":"2022-07-26 07:53","market":"us","language":"en","title":"Is Apple Stock A Buy Before Upcoming Earnings?","url":"https://stock-news.laohu8.com/highlight/detail?id=2254859517","media":"seekingalpha","summary":"SummaryEarnings season hits its peak this week. Apple reports earnings after the bell on Thursday, J","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Earnings season hits its peak this week. Apple reports earnings after the bell on Thursday, July 28th.</li><li>It&#39;s a do-or-die moment for the stock market. The FOMC meeting wraps up on Wednesday before a rush of Big Tech earnings reports.</li><li>Why Apple is one of the most thematic stocks of 2022, and why I think the market is uniquely vulnerable to being routed this week.</li><li>Apple comes to the corporate confessional booth after the bell Thursday. but will the stock deliver? We consider the angles.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cc3520820f72789188c257042356f8e\" tg-width=\"1080\" tg-height=\"815\" referrerpolicy=\"no-referrer\"/><span>Pasticcio/iStock via Getty Images</span></p><p>Studying abroad in Barcelona a few years back, there was a bar popular with American and British students called Dow Jones. At the bar, the price of drinks rose and fell like the stock market. When prices werehigh, you were better off sitting tight. When prices crashed, it was time to buy. Of course, at Dow Jones, most everyone got drunk and wandered off at the end of the night empty-handed. Lo and behold, the pandemic came out of nowhere a few years later, and $5+ trillion in stimulus and QE turned the global market for stocks and housing into the Dow Jones bar. To this point, Apple Inc. (NASDAQ:AAPL) reports earnings Thursday of this week after skyrocketing in price during the pandemic. As the most popular stock among retail investors, Apple&#39;s business success in its Q3 fiscal quarter earnings will be an important litmus test for whether the pandemic bull market was for real or was only a temporary high driven by government borrowing and fiscal stimulus. Up until late fall, Apple looked invincible, but investors are starting to question the status quo rather than accept it at face value.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/734a504384f29600759e772a7b89cbbb\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>As of my writing this, AAPL has spun up to $154, making this the third sharp rally in the last six months. But every time this has happened, the stock has sold off right back to where it came from and made a new low.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15de93febc7a103afa01188527f76bfa\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Let&#39;s look at the fundamentals.</p><p><b>Is Apple Doing Well Financially?</b></p><p>Yes, but is the current pace sustainable?</p><p>Apple did extraordinarily well financially during the pandemic. Consumers were stuck at home and got hefty amounts of stimulus, funneling spending towards goods, especially tech. Apple did very well to manage the supply chain and was able to keep its products in stock far better than its competitors could.</p><p>But now, as consumer spending shifts from goods back to services like travel, dining out, and live entertainment, it&#39;s an open question whether this pace will continue. For example, the used-car market is still heavily out of whack, and consumers not wanting to deal with the supply chain and continued issues like chip shortages seem happy to direct spending towards areas less impacted.</p><p>Apple&#39;s success is one of the most thematic stories of the pandemic. A $1400 stimulus check would buy an upgraded iPhone and a few meals out, and that&#39;s exactly what many consumers seemed to do in 2021 as AAPL&#39;s earnings nearly doubled from pre-pandemic levels. But the history of AAPL will tell you that it&#39;s a cyclical stock, and earnings are more than capable of falling. Apple is doing well financially, but the assumptions being made about the company&#39;s future growth by retail investors are not realistic and were likely driven by a massive rush of stimulus in 2021, rather than long-term, sustainable business fundamentals. Bulls want Apple&#39;s growth to be secular, while the bears&#39; argument is that like many other pandemic winners, Apple&#39;s growth trajectory was simply pulled forward by the pandemic, not permanently increased.</p><p><b>Does AAPL&#39;s Valuation Make Sense?</b></p><p>Not really.</p><p>A basic test when analyzing a stock that has gone up a lot over the past few years is to see if the change in price has been primarily driven by earnings (business success), or if the multiple investors are willing to payhas expanded (speculation). Sometimes stocks can change the narrative and find new ways to grow, and end up deserving a higher multiple. More commonly, investors and sell-side analysts fall in love with stocks and end up overpaying.</p><p>AAPL&#39;s multiple went from about 10x seven years ago to over 30x during the pandemic! This means the stock price increases have dramatically outrun their business success. Analysts make the argument that AAPL changed everything by building services revenue, but I think this is way overdone.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59b1cd6d62f4b5b338dbd779b9aaccd2\" tg-width=\"640\" tg-height=\"196\" referrerpolicy=\"no-referrer\"/><span>AAPL PE Ratio Over Time (MacroTrends)</span></p><p>But when you dig into the story of services-you realize that the growth in services is going to be seriously constrained by antitrust issues going forward. Google is now paying Apple a little less than $20 billion per year to be the default search engine in Safari. By my count, that&#39;s nearly 20% of AAPL&#39;s net income from one client,which just so happens to be another massive tech company less than a 20 minutes drive away!</p><p>Monetizing the services platform sounds great on quarterly conference calls. But do the US or EU governments agree that the App Store monopoly or these types of arrangements with competitors are okay to have in a democracy? They generally don&#39;t, and antitrust cases will be a mounting drain on Apple&#39;s resources to defend. There&#39;s an index called the Herfindahl-Hirschman Index (HHI) that provides clues. Governments use the HHI to determine when to launch antitrust lawsuits against companies, and studies show that this index is useful in multiple ways at predicting when companies will underperform. It&#39;s used both to gauge anticompetitive incentives in the marketplace and alternately, to gauge index concentration in the S&amp;P 500 (SPY). What does this mean?</p><ul><li>High HHI predicts low future returns for Big Tech.</li><li>HHI for tech, in general, has risen dramatically over the past 10 years.</li><li>Antitrust action isbad for future stock returns.</li></ul><p>Apple&#39;s services business is a great profit center, but it&#39;s not something that is going to double every 3-4 years going forward. Their revenue from services could easily stagnate as the enforcement environment for antitrust heats up.</p><p><b>Will Apple Beat Earnings?</b></p><p>For the quarter? Probably. But going forward, the picture is much murkier.</p><p>Apple is expected to report $1.15 in quarterly earnings on Thursday. Like almost all tech companies, this number is somewhat sandbagged, so AAPL should report a &#34;beat&#34; of at least 2-3 cents. But the more interesting question is what will happen 6-12 months down the road. Apple so far has declined to give earnings guidance since the pandemic. I believe this is a serious mistake given that it removes transparency from the marketplace and is causing retail investors to chase mania and hype.</p><p>Wall Street analysts expect 9% earnings growth for FY 2022, 6% for 2023, and 4% for 2024. Given that AAPL is trading for 25x earnings at the moment, this isn&#39;t giving you much of a margin of safety. There are so many disconnects with Apple stock, but this is one of the larger ones. The great thing about Apple was as much as the company had gone up over time, the stock was relatively cheap. This all changed in the summer/fall of 2019 and accelerated into the pandemic when AAPL stock quadrupled. Earnings increased 2x, but for the stock to go up over 4x makes a prima facie case that some real business success got whipped up into hype.</p><p><b>What Is Apple&#39;s Long-Term Outlook?</b></p><p>AAPL will likely be fine in the long run. But if you&#39;re buying the stock now, I believe you&#39;re overpaying. Earnings are at a cyclical peak and are likely to decline, and when this happens, the multiple is going to need to come back closer to its historical range.</p><p>This isn&#39;t an exact science, but a 20% decrease in earnings to $5 or so and a 20% decrease in the PE multiple to around 20x implies a price target for AAPL of around $100. The pendulum tends to swing the other way on the downside, and I wouldn&#39;t be surprised to see this stock at $80 if the hype fades away (note that AAPL would be nicely undervalued at that price). If you have a very long timeframe, I think you&#39;ll make money in AAPL. But the current price doesn&#39;t make much sense. You&#39;re looking at a total return of perhaps 5-6% annually by buying at today&#39;s price, less than the market at large and far less than you could make if you were willing to take time and dig into the financials of the companies you invest in.</p><p><b>Is AAPL A Buy, Sell, Or Hold?</b></p><p>I believe AAPL is a sell here.</p><p>This is a uniquely wild week for stocks. We have the Fed meeting at 2:00 PM Eastern on Wednesday, and it&#39;s coming before an onslaught of Big Tech earnings, including Microsoft (MSFT), Amazon (AMZN), and of course, Apple.</p><p>I&#39;ve covered this several times before, but 2021 was the best year ever for corporate profits in the US, smashing 2019&#39;s record by roughly 30%. So far, Wall Street is operating under the assumption that corporate profits will be permanently higher than they were pre-pandemic. However, unless you believe government money printing is a cheat code to prosperity, this almost certainly is not true. This week could very well be when the easy-street perception is truly shattered for stocks.</p><p>So far, the entire move down in stocks has come from market participants lowering the multiples on stocks, rather than analysts marking down earnings estimates. If the current crop of Big Tech companies ends up showing that their earnings are cyclical in the end and they can&#39;t grow EPS at double-digit compound annual rates going forward, there is a serious shoe to drop in the market. Look at the gap here between discount rates and earnings from Bridgewater from a few weeks ago-something has to give.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8d1baea32d8a2952f28991aee1a11f7\" tg-width=\"640\" tg-height=\"520\" referrerpolicy=\"no-referrer\"/><span>Fed Vs. Earnings (Bridgewater)</span></p><p>The market is uniquely vulnerable this week because the Fed is going to hike rates another 75 basis points or more, and then Big Tech companies report earnings. If the Fed comes out much more hawkish than expected and Big Tech comes out afterward on Wednesday and Thursday and whiffs on earnings, it&#39;s checkmate for the current rally in stocks. It&#39;s not certain that this will happen, but rarely is there such a clear path to stocks being routed like this in such a short period of time.</p><p><b>Bottom Line</b></p><p>Nothing is certain in the stock market, but Apple&#39;s stock has increasingly come unhinged from its business, not much different than how the price of drinks did at the Dow Jones bar years ago in Spain. Apple is far from the only company to have this happen during the past couple of years, but the popularity of the stock makes Apple one of the more thematic examples of this trend. Apple&#39;s last two quarters haven&#39;t been great, and I think the stock is quite vulnerable here. Don&#39;t buy this stock, and sell some if you own it. I get that Apple shareholders have done extremely well over the years, but the choice is clear. Diversify some money out of Apple, pay some capital gains taxes, and put the money to work anywhere else in areas where valuations are more in line with fundamentals.</p><p><i>This article was written by Logan Kane</i></p><p><i>This article is for reference only</i></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Apple Stock A Buy Before Upcoming 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\">\nIs Apple Stock A Buy Before Upcoming Earnings?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-26 07:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4525564-is-apple-stock-buy-before-upcoming-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryEarnings season hits its peak this week. Apple reports earnings after the bell on Thursday, July 28th.It's a do-or-die moment for the stock market. The FOMC meeting wraps up on Wednesday before...</p>\n\n<a href=\"https://seekingalpha.com/article/4525564-is-apple-stock-buy-before-upcoming-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://seekingalpha.com/article/4525564-is-apple-stock-buy-before-upcoming-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2254859517","content_text":"SummaryEarnings season hits its peak this week. Apple reports earnings after the bell on Thursday, July 28th.It's a do-or-die moment for the stock market. The FOMC meeting wraps up on Wednesday before a rush of Big Tech earnings reports.Why Apple is one of the most thematic stocks of 2022, and why I think the market is uniquely vulnerable to being routed this week.Apple comes to the corporate confessional booth after the bell Thursday. but will the stock deliver? We consider the angles.Pasticcio/iStock via Getty ImagesStudying abroad in Barcelona a few years back, there was a bar popular with American and British students called Dow Jones. At the bar, the price of drinks rose and fell like the stock market. When prices werehigh, you were better off sitting tight. When prices crashed, it was time to buy. Of course, at Dow Jones, most everyone got drunk and wandered off at the end of the night empty-handed. Lo and behold, the pandemic came out of nowhere a few years later, and $5+ trillion in stimulus and QE turned the global market for stocks and housing into the Dow Jones bar. To this point, Apple Inc. (NASDAQ:AAPL) reports earnings Thursday of this week after skyrocketing in price during the pandemic. As the most popular stock among retail investors, Apple's business success in its Q3 fiscal quarter earnings will be an important litmus test for whether the pandemic bull market was for real or was only a temporary high driven by government borrowing and fiscal stimulus. Up until late fall, Apple looked invincible, but investors are starting to question the status quo rather than accept it at face value.Data by YChartsAs of my writing this, AAPL has spun up to $154, making this the third sharp rally in the last six months. But every time this has happened, the stock has sold off right back to where it came from and made a new low.Data by YChartsLet's look at the fundamentals.Is Apple Doing Well Financially?Yes, but is the current pace sustainable?Apple did extraordinarily well financially during the pandemic. Consumers were stuck at home and got hefty amounts of stimulus, funneling spending towards goods, especially tech. Apple did very well to manage the supply chain and was able to keep its products in stock far better than its competitors could.But now, as consumer spending shifts from goods back to services like travel, dining out, and live entertainment, it's an open question whether this pace will continue. For example, the used-car market is still heavily out of whack, and consumers not wanting to deal with the supply chain and continued issues like chip shortages seem happy to direct spending towards areas less impacted.Apple's success is one of the most thematic stories of the pandemic. A $1400 stimulus check would buy an upgraded iPhone and a few meals out, and that's exactly what many consumers seemed to do in 2021 as AAPL's earnings nearly doubled from pre-pandemic levels. But the history of AAPL will tell you that it's a cyclical stock, and earnings are more than capable of falling. Apple is doing well financially, but the assumptions being made about the company's future growth by retail investors are not realistic and were likely driven by a massive rush of stimulus in 2021, rather than long-term, sustainable business fundamentals. Bulls want Apple's growth to be secular, while the bears' argument is that like many other pandemic winners, Apple's growth trajectory was simply pulled forward by the pandemic, not permanently increased.Does AAPL's Valuation Make Sense?Not really.A basic test when analyzing a stock that has gone up a lot over the past few years is to see if the change in price has been primarily driven by earnings (business success), or if the multiple investors are willing to payhas expanded (speculation). Sometimes stocks can change the narrative and find new ways to grow, and end up deserving a higher multiple. More commonly, investors and sell-side analysts fall in love with stocks and end up overpaying.AAPL's multiple went from about 10x seven years ago to over 30x during the pandemic! This means the stock price increases have dramatically outrun their business success. Analysts make the argument that AAPL changed everything by building services revenue, but I think this is way overdone.AAPL PE Ratio Over Time (MacroTrends)But when you dig into the story of services-you realize that the growth in services is going to be seriously constrained by antitrust issues going forward. Google is now paying Apple a little less than $20 billion per year to be the default search engine in Safari. By my count, that's nearly 20% of AAPL's net income from one client,which just so happens to be another massive tech company less than a 20 minutes drive away!Monetizing the services platform sounds great on quarterly conference calls. But do the US or EU governments agree that the App Store monopoly or these types of arrangements with competitors are okay to have in a democracy? They generally don't, and antitrust cases will be a mounting drain on Apple's resources to defend. There's an index called the Herfindahl-Hirschman Index (HHI) that provides clues. Governments use the HHI to determine when to launch antitrust lawsuits against companies, and studies show that this index is useful in multiple ways at predicting when companies will underperform. It's used both to gauge anticompetitive incentives in the marketplace and alternately, to gauge index concentration in the S&P 500 (SPY). What does this mean?High HHI predicts low future returns for Big Tech.HHI for tech, in general, has risen dramatically over the past 10 years.Antitrust action isbad for future stock returns.Apple's services business is a great profit center, but it's not something that is going to double every 3-4 years going forward. Their revenue from services could easily stagnate as the enforcement environment for antitrust heats up.Will Apple Beat Earnings?For the quarter? Probably. But going forward, the picture is much murkier.Apple is expected to report $1.15 in quarterly earnings on Thursday. Like almost all tech companies, this number is somewhat sandbagged, so AAPL should report a \"beat\" of at least 2-3 cents. But the more interesting question is what will happen 6-12 months down the road. Apple so far has declined to give earnings guidance since the pandemic. I believe this is a serious mistake given that it removes transparency from the marketplace and is causing retail investors to chase mania and hype.Wall Street analysts expect 9% earnings growth for FY 2022, 6% for 2023, and 4% for 2024. Given that AAPL is trading for 25x earnings at the moment, this isn't giving you much of a margin of safety. There are so many disconnects with Apple stock, but this is one of the larger ones. The great thing about Apple was as much as the company had gone up over time, the stock was relatively cheap. This all changed in the summer/fall of 2019 and accelerated into the pandemic when AAPL stock quadrupled. Earnings increased 2x, but for the stock to go up over 4x makes a prima facie case that some real business success got whipped up into hype.What Is Apple's Long-Term Outlook?AAPL will likely be fine in the long run. But if you're buying the stock now, I believe you're overpaying. Earnings are at a cyclical peak and are likely to decline, and when this happens, the multiple is going to need to come back closer to its historical range.This isn't an exact science, but a 20% decrease in earnings to $5 or so and a 20% decrease in the PE multiple to around 20x implies a price target for AAPL of around $100. The pendulum tends to swing the other way on the downside, and I wouldn't be surprised to see this stock at $80 if the hype fades away (note that AAPL would be nicely undervalued at that price). If you have a very long timeframe, I think you'll make money in AAPL. But the current price doesn't make much sense. You're looking at a total return of perhaps 5-6% annually by buying at today's price, less than the market at large and far less than you could make if you were willing to take time and dig into the financials of the companies you invest in.Is AAPL A Buy, Sell, Or Hold?I believe AAPL is a sell here.This is a uniquely wild week for stocks. We have the Fed meeting at 2:00 PM Eastern on Wednesday, and it's coming before an onslaught of Big Tech earnings, including Microsoft (MSFT), Amazon (AMZN), and of course, Apple.I've covered this several times before, but 2021 was the best year ever for corporate profits in the US, smashing 2019's record by roughly 30%. So far, Wall Street is operating under the assumption that corporate profits will be permanently higher than they were pre-pandemic. However, unless you believe government money printing is a cheat code to prosperity, this almost certainly is not true. This week could very well be when the easy-street perception is truly shattered for stocks.So far, the entire move down in stocks has come from market participants lowering the multiples on stocks, rather than analysts marking down earnings estimates. If the current crop of Big Tech companies ends up showing that their earnings are cyclical in the end and they can't grow EPS at double-digit compound annual rates going forward, there is a serious shoe to drop in the market. Look at the gap here between discount rates and earnings from Bridgewater from a few weeks ago-something has to give.Fed Vs. Earnings (Bridgewater)The market is uniquely vulnerable this week because the Fed is going to hike rates another 75 basis points or more, and then Big Tech companies report earnings. If the Fed comes out much more hawkish than expected and Big Tech comes out afterward on Wednesday and Thursday and whiffs on earnings, it's checkmate for the current rally in stocks. It's not certain that this will happen, but rarely is there such a clear path to stocks being routed like this in such a short period of time.Bottom LineNothing is certain in the stock market, but Apple's stock has increasingly come unhinged from its business, not much different than how the price of drinks did at the Dow Jones bar years ago in Spain. Apple is far from the only company to have this happen during the past couple of years, but the popularity of the stock makes Apple one of the more thematic examples of this trend. Apple's last two quarters haven't been great, and I think the stock is quite vulnerable here. Don't buy this stock, and sell some if you own it. I get that Apple shareholders have done extremely well over the years, but the choice is clear. Diversify some money out of Apple, pay some capital gains taxes, and put the money to work anywhere else in areas where valuations are more in line with fundamentals.This article was written by Logan KaneThis article is for reference only","news_type":1},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900732785,"gmtCreate":1658764019847,"gmtModify":1676536203766,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"Block looks cool now 😎","listText":"Block looks cool now 😎","text":"Block looks cool now 😎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9900732785","repostId":"2253205540","repostType":4,"repost":{"id":"2253205540","pubTimestamp":1658714853,"share":"https://ttm.financial/m/news/2253205540?lang=&edition=fundamental","pubTime":"2022-07-25 10:07","market":"us","language":"en","title":"Nasdaq Bear Market: 2 Stellar Growth Stocks to Buy Hand Over Fist","url":"https://stock-news.laohu8.com/highlight/detail?id=2253205540","media":"Motley Fool","summary":"These stocks are trading at significant discounts to their historical valuations.","content":"<html><head></head><body><p>Recession fears have weighed heavily on the stock market through the first half of the year. In fact, the broad <b>S&amp;P 500</b> had its worst first half since 1970, and the <b>Nasdaq Composite</b> is currently 25% off its high, putting the tech-heavy index in bear market territory.</p><p>On the bright side, tumbling prices mean that many stocks are now trading at discounts to their historical valuations, and that creates an opportunity for patient investors. Here are two growth stocks worth buying right now.</p><h2>1. Roku</h2><p><b>Roku</b> helped pioneer the streaming industry. In 2008 it brought the first streaming player to market, not long after <b>Netflix</b> introduced the first streaming service. Today, RokuOS is still the only operating system purpose-built for television, and its viewer-friendly reputation has led to partnerships with a growing number of television manufacturers. That has helped Roku position itself as the most popular streaming platform in the U.S., Canada, and Mexico.</p><p>Meanwhile, Roku has also built a powerful ad tech platform, OneView, which enables advertisers to deliver targeted campaigns across connected TV (CTV), mobile, and desktop devices. That means Roku can monetize advertising whether or not it owns the inventory.</p><p>In the first quarter, Roku reported a 14% increase in streaming hours, marking a deceleration in engagement. But that came on the back of a pandemic-driven acceleration in the prior year, when viewing time soared 49%. More importantly, Roku still outpaced the industry average of 10% growth, meaning it gained market share. That led to reasonably strong financial results, as revenue rose 44% to $2.9 billion and cash from operations climbed 18% to $234 million.</p><p>Turning to the future, investors have good reason to be bullish. U.S. viewers currently spend 46% of their television time on streaming, but advertisers spend just 18% of their television budgets on streaming. In the coming years, investors should expect more ad dollars to shift to streaming platforms, and Roku is well-positioned to benefit from that trend.</p><p>On that note, global television ad spend will reach $344 billion by 2026, according to IMARC Group, and Roku CEO Anthony Wood believes all television advertising will eventually be streamed. That creates a tremendous opportunity for the company.</p><p>Shares currently trade at 4.7 times sales, much cheaper than the three-year average of 15.5 times sales. That why this growth stock is a screaming buy.</p><h2>2. Block</h2><p><b>Block</b> breaks its business into two segments: Square and Cash App. Through the Square ecosystem, sellers can provision all of the hardware, software, and services they need to run a business across online and offline locations. That differentiates Block from traditional merchant acquirers (e.g. banks), which often bundle products from different vendors, leaving merchants with a patchwork of solutions that must be manually integrated.</p><p>The Cash App ecosystem takes a similarly disruptive approach. Consumers can deposit, send, spend, and invest money from a single mobile app, and they can file their taxes for free. Better yet, where banks with physical branches typically pay at least $300 to acquire a new customer, Block pays just $10 to acquire a new Cash App user, making its business model much more efficient.</p><p>In short, Block is disrupting the financial services industry for both merchants and consumers, and that has translated into strong financial results. In the past year, gross profit climbed 50% to $4.8 billion and the company generated $965 million in free cash flow, up from a loss of $344 million in the prior year.</p><p>Looking ahead, Block is well-positioned to grow its business. The company is working to unlock synergies between Square and Cash App by integrating Afterpay -- its recently acquired &#34;buy now, pay later&#34; (BNPL) platform -- into both ecosystems.</p><p>Specifically, Square sellers will be able to accept BNPL online and in person. That should drive sales growth, simply because BNPL tends to boost transaction volume. But those sellers will also be able to use shopper data to deliver targeted recommendations to consumers through the Cash App, which could further boost sales.</p><p>Currently, Block puts its addressable market in the U.S. at $190 billion in gross profit, but the company also operates in Canada, Japan, Australia, and the U.K., and it recently entered Ireland, Spain, and France. That means Block has a long runway for growth, and with shares trading at 2.3 times sales -- near the cheapest valuation in the past five years -- now is a great time to buy this growth stock.</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>Nasdaq Bear Market: 2 Stellar Growth Stocks to Buy Hand Over Fist</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\">\nNasdaq Bear Market: 2 Stellar Growth Stocks to Buy Hand Over Fist\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-25 10:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/24/nasdaq-bear-market-2-stellar-growth-stocks-to-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recession fears have weighed heavily on the stock market through the first half of the year. In fact, the broad S&P 500 had its worst first half since 1970, and the Nasdaq Composite is currently 25% ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/24/nasdaq-bear-market-2-stellar-growth-stocks-to-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","SQ":"Block"},"source_url":"https://www.fool.com/investing/2022/07/24/nasdaq-bear-market-2-stellar-growth-stocks-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253205540","content_text":"Recession fears have weighed heavily on the stock market through the first half of the year. In fact, the broad S&P 500 had its worst first half since 1970, and the Nasdaq Composite is currently 25% off its high, putting the tech-heavy index in bear market territory.On the bright side, tumbling prices mean that many stocks are now trading at discounts to their historical valuations, and that creates an opportunity for patient investors. Here are two growth stocks worth buying right now.1. RokuRoku helped pioneer the streaming industry. In 2008 it brought the first streaming player to market, not long after Netflix introduced the first streaming service. Today, RokuOS is still the only operating system purpose-built for television, and its viewer-friendly reputation has led to partnerships with a growing number of television manufacturers. That has helped Roku position itself as the most popular streaming platform in the U.S., Canada, and Mexico.Meanwhile, Roku has also built a powerful ad tech platform, OneView, which enables advertisers to deliver targeted campaigns across connected TV (CTV), mobile, and desktop devices. That means Roku can monetize advertising whether or not it owns the inventory.In the first quarter, Roku reported a 14% increase in streaming hours, marking a deceleration in engagement. But that came on the back of a pandemic-driven acceleration in the prior year, when viewing time soared 49%. More importantly, Roku still outpaced the industry average of 10% growth, meaning it gained market share. That led to reasonably strong financial results, as revenue rose 44% to $2.9 billion and cash from operations climbed 18% to $234 million.Turning to the future, investors have good reason to be bullish. U.S. viewers currently spend 46% of their television time on streaming, but advertisers spend just 18% of their television budgets on streaming. In the coming years, investors should expect more ad dollars to shift to streaming platforms, and Roku is well-positioned to benefit from that trend.On that note, global television ad spend will reach $344 billion by 2026, according to IMARC Group, and Roku CEO Anthony Wood believes all television advertising will eventually be streamed. That creates a tremendous opportunity for the company.Shares currently trade at 4.7 times sales, much cheaper than the three-year average of 15.5 times sales. That why this growth stock is a screaming buy.2. BlockBlock breaks its business into two segments: Square and Cash App. Through the Square ecosystem, sellers can provision all of the hardware, software, and services they need to run a business across online and offline locations. That differentiates Block from traditional merchant acquirers (e.g. banks), which often bundle products from different vendors, leaving merchants with a patchwork of solutions that must be manually integrated.The Cash App ecosystem takes a similarly disruptive approach. Consumers can deposit, send, spend, and invest money from a single mobile app, and they can file their taxes for free. Better yet, where banks with physical branches typically pay at least $300 to acquire a new customer, Block pays just $10 to acquire a new Cash App user, making its business model much more efficient.In short, Block is disrupting the financial services industry for both merchants and consumers, and that has translated into strong financial results. In the past year, gross profit climbed 50% to $4.8 billion and the company generated $965 million in free cash flow, up from a loss of $344 million in the prior year.Looking ahead, Block is well-positioned to grow its business. The company is working to unlock synergies between Square and Cash App by integrating Afterpay -- its recently acquired \"buy now, pay later\" (BNPL) platform -- into both ecosystems.Specifically, Square sellers will be able to accept BNPL online and in person. That should drive sales growth, simply because BNPL tends to boost transaction volume. But those sellers will also be able to use shopper data to deliver targeted recommendations to consumers through the Cash App, which could further boost sales.Currently, Block puts its addressable market in the U.S. at $190 billion in gross profit, but the company also operates in Canada, Japan, Australia, and the U.K., and it recently entered Ireland, Spain, and France. That means Block has a long runway for growth, and with shares trading at 2.3 times sales -- near the cheapest valuation in the past five years -- now is a great time to buy this growth stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076548788,"gmtCreate":1657878730844,"gmtModify":1676536076359,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"NIO is just painful! One problem after another!! 🤦🏻‍♂️","listText":"NIO is just painful! One problem after another!! 🤦🏻‍♂️","text":"NIO is just painful! One problem after another!! 🤦🏻‍♂️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076548788","repostId":"1137928509","repostType":4,"repost":{"id":"1137928509","pubTimestamp":1657899022,"share":"https://ttm.financial/m/news/1137928509?lang=&edition=fundamental","pubTime":"2022-07-15 23:30","market":"sg","language":"en","title":"Nio Stock Is Hitting One Pothole After Another","url":"https://stock-news.laohu8.com/highlight/detail?id=1137928509","media":"InvestorPlace","summary":"The problems impacting Chinese electric vehicle maker Nio(NYSE:NIO) are only getting worse.The lates","content":"<html><head></head><body><ul><li>The problems impacting Chinese electric vehicle maker <b>Nio</b>(NYSE:<b><u>NIO</u></b>) are only getting worse.</li><li>The latest blow is a short-seller attack by Grizzly Research that accuses Nio of shady accounting practices.</li><li>The short-seller report is one of several problems that are weighing down NIO stock this year.</li></ul><p>Things are only getting worse for <b>Nio</b>(NYSE:<b><u>NIO</u></b>) stock. In addition to the many other woes impacting the Shanghai-based company, such as Covid-19 lockdowns that have hurt its production and deliveries, a vehicle crash that killed several staff members and went viral online and a trademark lawsuit in Europe, Nio now has to contend with a short-seller report that accuses it of deliberately inflating its revenue and profits.</p><p>The negative report from Grizzly Research comes at the worst possible time for Nio and is akin to kicking a person when they’re down. NIO stock has fallen nearly 37% this year, and is more than 60% below its all-time high of $61.95 reached in January of last year.</p><p><b>Nio Mauled by Grizzly Research</b></p><p>In a scathing report issued on June 28, Grizzly Research accused Nio of cooking its books to continually beat Wall Street forecasts for its earnings and sales. Specifically, Grizzly Research claims that Nio uses affiliate Wuhan Weineng to juice its numbers.</p><p>Nio famously runs a battery-as-a-service (BaaS) program where consumers who purchase Nio vehicles pay a subscription fee to swap depleted batteries for fresh ones rather than shell out big bucks for at-home battery charging infrastructure. However, it is Wuhan Weineng, not Nio, that rents the batteries to Nio vehicle owners. Nio sells the needed batteries to Wuhan Weineng and records the sales as revenue.</p><p>Following an investigation, Grizzly Research alleges that Nio deliberately oversupplies battery packs to Wuhan Weineng to inflate its revenue figures. Based on Wuhan Weineng’s inventory levels, the short-seller estimates that Nio oversupplied more than 21,000 batteries to Wuhan Weineng last year, and that the oversupply boosted Nio’s revenue by 10% and understated its net loss by half. This is a major allegation, but not implausible given that Nio reported revenue growth of 122% and a 24% drop in its net loss for full year 2021.</p><p>Grizzly Research also questions why Nio immediately recognizes revenue from the sale of batteries to Wuhan Weineng rather than spreading the sales out over the seven year subscription period.</p><p>Nio immediately fired back at Grizzly Research, saying that the report contains “numerous errors, unsupported speculations, and misleading conclusions.” The electric vehicle maker also said that it will make relevant disclosures as required by market watchdogs in the U.S., Hong Kong and Singapore, where its stock trades. But so far, Nio has not put forward any disclosures and its stock fell more than 10% on the day the Grizzly Research report was made public.</p><p><b>From Bad to Worse</b></p><p>The short-seller report is just the latest body blow to NIO stock. It also isn’t the only accounting issue the company has run into this year. In early May, Nio’s share price fell 15% in one day after the U.S. Securities and Exchange Commission (SEC) announced that it is investigating an accounting issue at the Chinese company. The SEC investigation stems from the fact that the auditor Nio used to draft its annual report has working papers that have not been verified by either U.S. or Chinese regulators, putting Nio in violation of the U.S. “Holding Foreign Companies Accountable Act.” The SEC could force Nio to delist its shares from the New York Stock Exchange over the matter, a situation that prompted Nio to quickly list its stock on the main exchange in Singapore in addition to the Hang Seng index in Hong Kong.</p><p>In addition to ongoing problems with its books, Nio is also dealing with a raft of other issues that include a lawsuit by German rival <b>Volkswagen</b>(OTCMKTS:<b><u>VWAGY</u></b>) over accusations it has infringed on the trademark of VW-owned nameplate Audi, and the deaths of two staff members who were killed in one of Nio’s test vehicles when it fell from the third floor of a Shanghai parking lot that’s situated next to the company’s global headquarters.</p><p>Even recent news that Nio produced record deliveries in the month of June couldn’t help its stock price. Although Nio delivered nearly 13,000 vehicles last month, its best-ever total, those deliveries lagged behind rivals <b>XPeng</b>(NYSE:<b><u>XPEV</u></b>) and <b>Li Auto</b>(NASDAQ:<b><u>LI</u></b>), sending NIO stock down 6% on the news.</p><p><b>Stay Far Away From NIO Stock</b></p><p>Right now, Nio looks like a house on fire. Even if the short-seller report from Grizzly Research is inaccurate, it has done significant damage to Nio’s reputation and share price. Add in all the other problems facing the company, and the fact that its stock is more than 65% below its all-time high, and there’s no good reason for investors to take a position in Nio.</p><p>In time, things may improve for the electric vehicle maker. But it will likely take a while for the company to resolve the many issues that are negatively impacting its share price. Investors should, therefore, stay far away from Nio for the time being.</p><p>NIO stock is <i>not</i> a buy.</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>Nio Stock Is Hitting One Pothole After Another</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\">\nNio Stock Is Hitting One Pothole After Another\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-15 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/07/nio-stock-is-hitting-one-pothole-after-another/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The problems impacting Chinese electric vehicle maker Nio(NYSE:NIO) are only getting worse.The latest blow is a short-seller attack by Grizzly Research that accuses Nio of shady accounting practices....</p>\n\n<a href=\"https://investorplace.com/2022/07/nio-stock-is-hitting-one-pothole-after-another/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO":"蔚来","NIO.SI":"蔚来"},"source_url":"https://investorplace.com/2022/07/nio-stock-is-hitting-one-pothole-after-another/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137928509","content_text":"The problems impacting Chinese electric vehicle maker Nio(NYSE:NIO) are only getting worse.The latest blow is a short-seller attack by Grizzly Research that accuses Nio of shady accounting practices.The short-seller report is one of several problems that are weighing down NIO stock this year.Things are only getting worse for Nio(NYSE:NIO) stock. In addition to the many other woes impacting the Shanghai-based company, such as Covid-19 lockdowns that have hurt its production and deliveries, a vehicle crash that killed several staff members and went viral online and a trademark lawsuit in Europe, Nio now has to contend with a short-seller report that accuses it of deliberately inflating its revenue and profits.The negative report from Grizzly Research comes at the worst possible time for Nio and is akin to kicking a person when they’re down. NIO stock has fallen nearly 37% this year, and is more than 60% below its all-time high of $61.95 reached in January of last year.Nio Mauled by Grizzly ResearchIn a scathing report issued on June 28, Grizzly Research accused Nio of cooking its books to continually beat Wall Street forecasts for its earnings and sales. Specifically, Grizzly Research claims that Nio uses affiliate Wuhan Weineng to juice its numbers.Nio famously runs a battery-as-a-service (BaaS) program where consumers who purchase Nio vehicles pay a subscription fee to swap depleted batteries for fresh ones rather than shell out big bucks for at-home battery charging infrastructure. However, it is Wuhan Weineng, not Nio, that rents the batteries to Nio vehicle owners. Nio sells the needed batteries to Wuhan Weineng and records the sales as revenue.Following an investigation, Grizzly Research alleges that Nio deliberately oversupplies battery packs to Wuhan Weineng to inflate its revenue figures. Based on Wuhan Weineng’s inventory levels, the short-seller estimates that Nio oversupplied more than 21,000 batteries to Wuhan Weineng last year, and that the oversupply boosted Nio’s revenue by 10% and understated its net loss by half. This is a major allegation, but not implausible given that Nio reported revenue growth of 122% and a 24% drop in its net loss for full year 2021.Grizzly Research also questions why Nio immediately recognizes revenue from the sale of batteries to Wuhan Weineng rather than spreading the sales out over the seven year subscription period.Nio immediately fired back at Grizzly Research, saying that the report contains “numerous errors, unsupported speculations, and misleading conclusions.” The electric vehicle maker also said that it will make relevant disclosures as required by market watchdogs in the U.S., Hong Kong and Singapore, where its stock trades. But so far, Nio has not put forward any disclosures and its stock fell more than 10% on the day the Grizzly Research report was made public.From Bad to WorseThe short-seller report is just the latest body blow to NIO stock. It also isn’t the only accounting issue the company has run into this year. In early May, Nio’s share price fell 15% in one day after the U.S. Securities and Exchange Commission (SEC) announced that it is investigating an accounting issue at the Chinese company. The SEC investigation stems from the fact that the auditor Nio used to draft its annual report has working papers that have not been verified by either U.S. or Chinese regulators, putting Nio in violation of the U.S. “Holding Foreign Companies Accountable Act.” The SEC could force Nio to delist its shares from the New York Stock Exchange over the matter, a situation that prompted Nio to quickly list its stock on the main exchange in Singapore in addition to the Hang Seng index in Hong Kong.In addition to ongoing problems with its books, Nio is also dealing with a raft of other issues that include a lawsuit by German rival Volkswagen(OTCMKTS:VWAGY) over accusations it has infringed on the trademark of VW-owned nameplate Audi, and the deaths of two staff members who were killed in one of Nio’s test vehicles when it fell from the third floor of a Shanghai parking lot that’s situated next to the company’s global headquarters.Even recent news that Nio produced record deliveries in the month of June couldn’t help its stock price. Although Nio delivered nearly 13,000 vehicles last month, its best-ever total, those deliveries lagged behind rivals XPeng(NYSE:XPEV) and Li Auto(NASDAQ:LI), sending NIO stock down 6% on the news.Stay Far Away From NIO StockRight now, Nio looks like a house on fire. Even if the short-seller report from Grizzly Research is inaccurate, it has done significant damage to Nio’s reputation and share price. Add in all the other problems facing the company, and the fact that its stock is more than 65% below its all-time high, and there’s no good reason for investors to take a position in Nio.In time, things may improve for the electric vehicle maker. But it will likely take a while for the company to resolve the many issues that are negatively impacting its share price. Investors should, therefore, stay far away from Nio for the time being.NIO stock is not a buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059731089,"gmtCreate":1654427853241,"gmtModify":1676535446318,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"Giving Musk a taste of his own medicine? 🤣","listText":"Giving Musk a taste of his own medicine? 🤣","text":"Giving Musk a taste of his own medicine? 🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059731089","repostId":"1143014718","repostType":4,"repost":{"id":"1143014718","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1654391703,"share":"https://ttm.financial/m/news/1143014718?lang=&edition=fundamental","pubTime":"2022-06-05 09:15","market":"us","language":"en","title":"Bill Gates Explains Why His Tesla Short Position Shouldn't Hurt Elon Musk","url":"https://stock-news.laohu8.com/highlight/detail?id=1143014718","media":"Benzinga","summary":"ZINGER KEY POINTSBill Gates has an explanation as to why his Tesla short position won't hurt Elon Mu","content":"<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>Bill Gates has an explanation as to why his Tesla short position won&#39;t hurt Elon Musk</li><li>He acknowledges Musk is doing a fantastic job</li><li>Gates underlines he is doing a lot more than anyone toward climate change and philanthropy</li></ul><p><img src=\"https://static.tigerbbs.com/d7497864b4f5a72c8dbee6b175500764\" tg-width=\"576\" tg-height=\"311\" width=\"100%\" height=\"auto\"/></p><p><b>Bill Gates</b> earned the displeasure of <b>Tesla, Inc.</b> chief executive officer <b>Elon Musk</b> by taking a short position against the EV maker.</p><p>A chat between the two that was leaked on Twitter in April showed Musk refusing to work with Gates on philanthropy or climate change initiatives, as Gates was trying to profit from a fall in Tesla stock. The Tesla CEO also said this is contradictory to Gates&#39; desire to fight climate change and that he should be supporting Tesla&#39;s electric vehicle development.</p><p>In an interview with a French YouTube channel &#34;Hugo Decrypte&#34; that was aired on Thursday, Gates was asked if Musk is right in taking such a stance.</p><p>Gates responded by saying. Tesla isn&#39;t short of capital, and the company has done a &#34;fantastic job.&#34; He also said the company&#39;s cars are great.</p><p>The <b>Microsoft Corporation</b> founder noted that he gives a lot more money to efforts addressing climate change than Musk or anyone else for that matter.</p><p>Gates pointed out that cars account for only 16% of emissions, and the other 84% also needs to be solved. Although he acknowledged that Musk has &#34;done a great job.&#34;</p><p>&#34;Somebody shorting his stock doesn&#39;t slow him down or hurt him in any way,&#34; Gates added.</p><p>As recently as late last month, Musk in a Twitter chat with his followers said Gates&#39; Tesla short bet may have ballooned, and the latter would need about $1.5 billion to $2 billion to cover the short position.</p><p>Tesla closed Friday&#39;s session down 9.22% at $703.55, according to Benzinga Pro.</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>Bill Gates Explains Why His Tesla Short Position Shouldn't Hurt Elon Musk</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\">\nBill Gates Explains Why His Tesla Short Position Shouldn't Hurt Elon Musk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-06-05 09:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>Bill Gates has an explanation as to why his Tesla short position won&#39;t hurt Elon Musk</li><li>He acknowledges Musk is doing a fantastic job</li><li>Gates underlines he is doing a lot more than anyone toward climate change and philanthropy</li></ul><p><img src=\"https://static.tigerbbs.com/d7497864b4f5a72c8dbee6b175500764\" tg-width=\"576\" tg-height=\"311\" width=\"100%\" height=\"auto\"/></p><p><b>Bill Gates</b> earned the displeasure of <b>Tesla, Inc.</b> chief executive officer <b>Elon Musk</b> by taking a short position against the EV maker.</p><p>A chat between the two that was leaked on Twitter in April showed Musk refusing to work with Gates on philanthropy or climate change initiatives, as Gates was trying to profit from a fall in Tesla stock. The Tesla CEO also said this is contradictory to Gates&#39; desire to fight climate change and that he should be supporting Tesla&#39;s electric vehicle development.</p><p>In an interview with a French YouTube channel &#34;Hugo Decrypte&#34; that was aired on Thursday, Gates was asked if Musk is right in taking such a stance.</p><p>Gates responded by saying. Tesla isn&#39;t short of capital, and the company has done a &#34;fantastic job.&#34; He also said the company&#39;s cars are great.</p><p>The <b>Microsoft Corporation</b> founder noted that he gives a lot more money to efforts addressing climate change than Musk or anyone else for that matter.</p><p>Gates pointed out that cars account for only 16% of emissions, and the other 84% also needs to be solved. Although he acknowledged that Musk has &#34;done a great job.&#34;</p><p>&#34;Somebody shorting his stock doesn&#39;t slow him down or hurt him in any way,&#34; Gates added.</p><p>As recently as late last month, Musk in a Twitter chat with his followers said Gates&#39; Tesla short bet may have ballooned, and the latter would need about $1.5 billion to $2 billion to cover the short position.</p><p>Tesla closed Friday&#39;s session down 9.22% at $703.55, according to Benzinga Pro.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143014718","content_text":"ZINGER KEY POINTSBill Gates has an explanation as to why his Tesla short position won't hurt Elon MuskHe acknowledges Musk is doing a fantastic jobGates underlines he is doing a lot more than anyone toward climate change and philanthropyBill Gates earned the displeasure of Tesla, Inc. chief executive officer Elon Musk by taking a short position against the EV maker.A chat between the two that was leaked on Twitter in April showed Musk refusing to work with Gates on philanthropy or climate change initiatives, as Gates was trying to profit from a fall in Tesla stock. The Tesla CEO also said this is contradictory to Gates' desire to fight climate change and that he should be supporting Tesla's electric vehicle development.In an interview with a French YouTube channel \"Hugo Decrypte\" that was aired on Thursday, Gates was asked if Musk is right in taking such a stance.Gates responded by saying. Tesla isn't short of capital, and the company has done a \"fantastic job.\" He also said the company's cars are great.The Microsoft Corporation founder noted that he gives a lot more money to efforts addressing climate change than Musk or anyone else for that matter.Gates pointed out that cars account for only 16% of emissions, and the other 84% also needs to be solved. Although he acknowledged that Musk has \"done a great job.\"\"Somebody shorting his stock doesn't slow him down or hurt him in any way,\" Gates added.As recently as late last month, Musk in a Twitter chat with his followers said Gates' Tesla short bet may have ballooned, and the latter would need about $1.5 billion to $2 billion to cover the short position.Tesla closed Friday's session down 9.22% at $703.55, according to Benzinga Pro.","news_type":1},"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023777463,"gmtCreate":1652970003552,"gmtModify":1676535198779,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"Time to GRAB?!?! &nbsp;🤣","listText":"Time to GRAB?!?! &nbsp;🤣","text":"Time to GRAB?!?! 🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023777463","repostId":"1169761435","repostType":4,"repost":{"id":"1169761435","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":1652968023,"share":"https://ttm.financial/m/news/1169761435?lang=&edition=fundamental","pubTime":"2022-05-19 21:47","market":"us","language":"en","title":"Grab Soared Nearly 12% in Morning Trading as Its Q1 Sales Jumped From $216.00M to $228.00M","url":"https://stock-news.laohu8.com/highlight/detail?id=1169761435","media":"Tiger Newspress","summary":"Grab soared nearly 12% in morning trading as its Q1 sales jumped from $216.00M to $228.00M.Revenue f","content":"<html><head></head><body><p>Grab soared nearly 12% in morning trading as its Q1 sales jumped from $216.00M to $228.00M.<img src=\"https://static.tigerbbs.com/75329a047269803ce054898b8669e93b\" tg-width=\"765\" tg-height=\"574\" width=\"100%\" height=\"auto\"/>Revenue for the quarter ended March 31 was $228 million, up from $216 million a year earlier.</p><p>For full-year fiscal 2022, Grab Holdings said it expects revenue of $1.2 billion to $1.3 billion. Analysts polled by Capital IQ are looking for $925.5 million.</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>Grab Soared Nearly 12% in Morning Trading as Its Q1 Sales Jumped From $216.00M to $228.00M</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\">\nGrab Soared Nearly 12% in Morning Trading as Its Q1 Sales Jumped From $216.00M to $228.00M\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\">2022-05-19 21:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Grab soared nearly 12% in morning trading as its Q1 sales jumped from $216.00M to $228.00M.<img src=\"https://static.tigerbbs.com/75329a047269803ce054898b8669e93b\" tg-width=\"765\" tg-height=\"574\" width=\"100%\" height=\"auto\"/>Revenue for the quarter ended March 31 was $228 million, up from $216 million a year earlier.</p><p>For full-year fiscal 2022, Grab Holdings said it expects revenue of $1.2 billion to $1.3 billion. Analysts polled by Capital IQ are looking for $925.5 million.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169761435","content_text":"Grab soared nearly 12% in morning trading as its Q1 sales jumped from $216.00M to $228.00M.Revenue for the quarter ended March 31 was $228 million, up from $216 million a year earlier.For full-year fiscal 2022, Grab Holdings said it expects revenue of $1.2 billion to $1.3 billion. Analysts polled by Capital IQ are looking for $925.5 million.","news_type":1},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029001393,"gmtCreate":1652694863412,"gmtModify":1676535143430,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"Interesting spread of Dow components! 🍎✈️ 💻&nbsp;&nbsp;","listText":"Interesting spread of Dow components! 🍎✈️ 💻&nbsp;&nbsp;","text":"Interesting spread of Dow components! 🍎✈️ 💻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029001393","repostId":"1124488865","repostType":4,"repost":{"id":"1124488865","pubTimestamp":1652674564,"share":"https://ttm.financial/m/news/1124488865?lang=&edition=fundamental","pubTime":"2022-05-16 12:16","market":"us","language":"en","title":"The Top 5 Dow Stocks to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1124488865","media":"investorplace","summary":"Some of the Dow’s constituents possess lucrative buying opportunities as they exhibit quality in abu","content":"<html><head></head><body><ul><li>Some of the Dow’s constituents possess lucrative buying opportunities as they exhibit quality in abundance. I’ve identified a few household names that could bolster your portfolio.</li><li><b>Boeing</b>(<b>BA</b>) – Investors haven’t picked up this reopening play just yet.</li><li><b>Apple</b>(<b>AAPL</b>) – Robust growth and economies of scale could curb its exposure to global supply-chain issues.</li><li><b>Coca-Cola</b>(<b>KO</b>) – Organic sales and consumer staple tailwinds make KO stock an excellent conviction play.</li><li><b>Microsoft</b>(<b>MSFT</b>) – An underappreciated market stronghold and a healthy balance sheet could lead to a MSFT stock recovery.</li><li><b>UnitedHealth</b>(<b>UNH</b>) – This remains an excellent option for investors seeking a risk-off asset with consistent returns.</li></ul><p><img src=\"https://static.tigerbbs.com/f847ccd101cf811b234e57ba9fe19064\" tg-width=\"1600\" tg-height=\"900\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Source: Venturelli Luca / Shutterstock.com</p><p>It seems as though the market’s reverting to pre-pandemic territory. For instance,according to<i>Bloomberg News</i>, a<b>Morgan Stanley</b> report opines that most meme investors have lost all their 2020/21 gains as the market has rotated out of growth stocks. Furthermore, the contractionary economic environment has given rise to dividend and quality stocks, which have outperformed other investment styles over the past year.</p><p>I could easily see this trend continue with retail investors allocating funds into safer securities due to fear of further losses. A classical risk-aversion is the most likely outcome after a stock market sell-off, as investors tend to taxi their money into safe havens during bear markets. I could see the current risk-off narrative persist until a conducive environment for growth and small-cap stocks surfaces.</p><p>A few of the most high-quality stocks have been overlooked, and I believe now is their time to shine; here are five high-quality Dow stocks worth buying.</p><table><tbody><tr><td><b>BA</b></td><td><b>The Boeing Company</b></td><td>$127.20</td></tr><tr><td><b>APPL</b></td><td><b>Apple Inc.</b></td><td>$147.11</td></tr><tr><td><b>KO</b></td><td><b>The Coca-Cola Company</b></td><td>$65.72</td></tr><tr><td><b>MSFT</b></td><td><b>Microsoft Corporation</b></td><td>$261.12</td></tr><tr><td><b>UNH</b></td><td><b>UnitedHealth Group Incorporated</b></td><td>$485.40</td></tr></tbody></table><p></p><hr/><h2>Boeing (BA)<img src=\"https://static.tigerbbs.com/9c62786f29abc4cf2cd2b3ee9e0b7130\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p><b>Boeing</b>(NYSE:<b>BA</b>) is a top-tier reopening play that still hasn’t been recognized by the market. I’m not a fan of industrials at the moment. However,airline manufacturersare an exception as their business activities have lagged the sector due to a stagnating transportation industry. The stock’s trading at a one-year relative strength of22.59, presenting a fantastic “buy the dip” opportunity.</p><p>Furthermore, one of Boeing’s largest customers,<b>AerCap</b>(NYSE:<b>AER</b>), believes Boeing will bounce back soon.According to Aengus Kelly who’s the company’s CEO:“Clearly Boeing has got its own issues, but Boeing is a tremendous company that’s helped build the world for the last 100 years and I would never write them off, they still build great airplanes,”</p><p>Lastly, BA stock is undervalued on a normalized basis, with its price-to-sales ratio trading at a discount worth42.06%, suggesting that the stock’s revenue capacity is underestimated.</p><h2>Apple (AAPL)<img src=\"https://static.tigerbbs.com/364a2cb8d2afac18372e4783b1019bd1\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p><b>Apple</b>(NASDAQ:<b>AAPL</b>) stock is down by nearly15%since the turn of the year, which is astonishing. This is a company with a market stronghold and34.28%year-over-year operating income growth. Additionally, Apple’s product differentiation strategy and economies of scale (gross margin of43.32%) has allowed it to achieve indefinite profitability. Yet, the market’s bearish on the stock due to global supply chain concerns.</p><p>However, market participants should realize that procurement and 3rd party sourcing is one of Apple’s strong suits, allowing it to curb supply-chain concerns. Additionally, Apple’srestructuring of its services unitto accommodate improved streaming and advertising solutions could add significant value to its long-term prospects.</p><p>APPL stock is undervalued at aPEG ratio of 0.66x, which indicates that the stock’s earnings-per-share growth is outpacing its stock price by 1.52x.</p><h2>Coca-Cola (KO)</h2><p><img src=\"https://static.tigerbbs.com/6e818d0013d94562a1aace9604c77d4d\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>A former Warren Buffett favorite,<b>Coca-Cola</b>(NYSE:<b>KO</b>) is making significant strides again. Elon Musk even joked thathe’d buy the company after his<b>Twitter</b>(NYSE:<b>TWTR</b>)acquisition, albeit for peculiar reasons.</p><p>Coca-Cola has dazzled with organic sales recently. The company recently beat its first-quarter earnings estimate by6 cents per shareafter itsorganic sales increased by 18%, with a 39% surge in Latin America.</p><p>Chris Carey of<b>Wells Fargo</b>believes theconsumer staples sector will continue to outperformthe broader market as investors ride out macroeconomic headwinds. I agree with Carey; it’s trivial that the current economic environment is conducive for consumer staple stocks as they’re generally defensive plays.</p><p>KO stock exhibits a solid return on equity of45.61% and offers a lucrative dividend at a forward yield of2.75%. This stock is in magnificent shape!</p><h2>Microsoft (MSFT)</h2><p><img src=\"https://static.tigerbbs.com/23700901ba8a46843e963fe38ea62db6\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Microsoft</b>(NASDAQ:<b>MSFT</b>) has fallen below a$2 trillionmarket capitalization with adrawdown of nearly 20% since the start of the year. I just can’t imagine MSFT stock continuing to slide. Microsoft’s diverse range of hardware and software offerings has led to an immaculate26.27% 5-year compound annual growth rate in the company’s operating income.</p><p>Furthermore, Microsoft’s balance sheet is robust, with anAltman Z-score of 8.62, allowing it to provide lucrative residual to its stockholders. Thus, I’m bullish on Microsoft stock as I believe it has the qualities to outperform in a doubtful stock market.</p><h2>UnitedHealth (UNH)<img src=\"https://static.tigerbbs.com/8551d32a9e6af4d13cc460134fc26fab\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p><b>UnitedHealth</b>(NYSE:<b>UNH</b>) stock is probably the ultimate defensive play. I say this because of its exposure to the healthcare sector and its government-granted contracts. Sure, the insurance industry has faced its challenges during the pandemic. However, UnitedHealth has a stronghold in its domain, which is conveyed by its11.36% return-on-invested-capital ratio.</p><p>The company trotted past its first-quarter earnings estimate with a beat of14 cents per share. Behind its success was an 82% medical care ratio, medical reserve development of $290 million, and a days claims payable of 49.1.</p><p>UnitedHealth stock is undervalued relative to its peers. First off, its price-to-sales ratio is trading at a 64.31% discount, and secondly, UNH stock is trading at an enterprise value to sales ratio of only 1.62x. I believe the stock’s far from reaching its cyclical peak and could be a good buy in the current market climate.</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>The Top 5 Dow Stocks to Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Top 5 Dow Stocks to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-16 12:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/05/the-top-5-dow-stocks-to-buy-now-ko-ba-aapl-msft-unh/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some of the Dow’s constituents possess lucrative buying opportunities as they exhibit quality in abundance. I’ve identified a few household names that could bolster your portfolio.Boeing(BA) – ...</p>\n\n<a href=\"https://investorplace.com/2022/05/the-top-5-dow-stocks-to-buy-now-ko-ba-aapl-msft-unh/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KO":"可口可乐","AAPL":"苹果","BA":"波音","MSFT":"微软","UNH":"联合健康"},"source_url":"https://investorplace.com/2022/05/the-top-5-dow-stocks-to-buy-now-ko-ba-aapl-msft-unh/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124488865","content_text":"Some of the Dow’s constituents possess lucrative buying opportunities as they exhibit quality in abundance. I’ve identified a few household names that could bolster your portfolio.Boeing(BA) – Investors haven’t picked up this reopening play just yet.Apple(AAPL) – Robust growth and economies of scale could curb its exposure to global supply-chain issues.Coca-Cola(KO) – Organic sales and consumer staple tailwinds make KO stock an excellent conviction play.Microsoft(MSFT) – An underappreciated market stronghold and a healthy balance sheet could lead to a MSFT stock recovery.UnitedHealth(UNH) – This remains an excellent option for investors seeking a risk-off asset with consistent returns.Source: Venturelli Luca / Shutterstock.comIt seems as though the market’s reverting to pre-pandemic territory. For instance,according toBloomberg News, aMorgan Stanley report opines that most meme investors have lost all their 2020/21 gains as the market has rotated out of growth stocks. Furthermore, the contractionary economic environment has given rise to dividend and quality stocks, which have outperformed other investment styles over the past year.I could easily see this trend continue with retail investors allocating funds into safer securities due to fear of further losses. A classical risk-aversion is the most likely outcome after a stock market sell-off, as investors tend to taxi their money into safe havens during bear markets. I could see the current risk-off narrative persist until a conducive environment for growth and small-cap stocks surfaces.A few of the most high-quality stocks have been overlooked, and I believe now is their time to shine; here are five high-quality Dow stocks worth buying.BAThe Boeing Company$127.20APPLApple Inc.$147.11KOThe Coca-Cola Company$65.72MSFTMicrosoft Corporation$261.12UNHUnitedHealth Group Incorporated$485.40Boeing (BA)Boeing(NYSE:BA) is a top-tier reopening play that still hasn’t been recognized by the market. I’m not a fan of industrials at the moment. However,airline manufacturersare an exception as their business activities have lagged the sector due to a stagnating transportation industry. The stock’s trading at a one-year relative strength of22.59, presenting a fantastic “buy the dip” opportunity.Furthermore, one of Boeing’s largest customers,AerCap(NYSE:AER), believes Boeing will bounce back soon.According to Aengus Kelly who’s the company’s CEO:“Clearly Boeing has got its own issues, but Boeing is a tremendous company that’s helped build the world for the last 100 years and I would never write them off, they still build great airplanes,”Lastly, BA stock is undervalued on a normalized basis, with its price-to-sales ratio trading at a discount worth42.06%, suggesting that the stock’s revenue capacity is underestimated.Apple (AAPL)Apple(NASDAQ:AAPL) stock is down by nearly15%since the turn of the year, which is astonishing. This is a company with a market stronghold and34.28%year-over-year operating income growth. Additionally, Apple’s product differentiation strategy and economies of scale (gross margin of43.32%) has allowed it to achieve indefinite profitability. Yet, the market’s bearish on the stock due to global supply chain concerns.However, market participants should realize that procurement and 3rd party sourcing is one of Apple’s strong suits, allowing it to curb supply-chain concerns. Additionally, Apple’srestructuring of its services unitto accommodate improved streaming and advertising solutions could add significant value to its long-term prospects.APPL stock is undervalued at aPEG ratio of 0.66x, which indicates that the stock’s earnings-per-share growth is outpacing its stock price by 1.52x.Coca-Cola (KO)A former Warren Buffett favorite,Coca-Cola(NYSE:KO) is making significant strides again. Elon Musk even joked thathe’d buy the company after hisTwitter(NYSE:TWTR)acquisition, albeit for peculiar reasons.Coca-Cola has dazzled with organic sales recently. The company recently beat its first-quarter earnings estimate by6 cents per shareafter itsorganic sales increased by 18%, with a 39% surge in Latin America.Chris Carey ofWells Fargobelieves theconsumer staples sector will continue to outperformthe broader market as investors ride out macroeconomic headwinds. I agree with Carey; it’s trivial that the current economic environment is conducive for consumer staple stocks as they’re generally defensive plays.KO stock exhibits a solid return on equity of45.61% and offers a lucrative dividend at a forward yield of2.75%. This stock is in magnificent shape!Microsoft (MSFT)Microsoft(NASDAQ:MSFT) has fallen below a$2 trillionmarket capitalization with adrawdown of nearly 20% since the start of the year. I just can’t imagine MSFT stock continuing to slide. Microsoft’s diverse range of hardware and software offerings has led to an immaculate26.27% 5-year compound annual growth rate in the company’s operating income.Furthermore, Microsoft’s balance sheet is robust, with anAltman Z-score of 8.62, allowing it to provide lucrative residual to its stockholders. Thus, I’m bullish on Microsoft stock as I believe it has the qualities to outperform in a doubtful stock market.UnitedHealth (UNH)UnitedHealth(NYSE:UNH) stock is probably the ultimate defensive play. I say this because of its exposure to the healthcare sector and its government-granted contracts. Sure, the insurance industry has faced its challenges during the pandemic. However, UnitedHealth has a stronghold in its domain, which is conveyed by its11.36% return-on-invested-capital ratio.The company trotted past its first-quarter earnings estimate with a beat of14 cents per share. Behind its success was an 82% medical care ratio, medical reserve development of $290 million, and a days claims payable of 49.1.UnitedHealth stock is undervalued relative to its peers. First off, its price-to-sales ratio is trading at a 64.31% discount, and secondly, UNH stock is trading at an enterprise value to sales ratio of only 1.62x. I believe the stock’s far from reaching its cyclical peak and could be a good buy in the current market climate.","news_type":1},"isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084260289,"gmtCreate":1650873769220,"gmtModify":1676534807063,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"NIO is the most established of China EV stocks... supply chain issues aside, it's deliveries surpass all the other players hence it's my bet amongst EV plays. Tesla is way overvalued even with the&nbsp;AI story 😅","listText":"NIO is the most established of China EV stocks... supply chain issues aside, it's deliveries surpass all the other players hence it's my bet amongst EV plays. Tesla is way overvalued even with the&nbsp;AI story 😅","text":"NIO is the most established of China EV stocks... supply chain issues aside, it's deliveries surpass all the other players hence it's my bet amongst EV plays. Tesla is way overvalued even with the AI story 😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084260289","repostId":"1130507299","repostType":4,"repost":{"id":"1130507299","pubTimestamp":1650850920,"share":"https://ttm.financial/m/news/1130507299?lang=&edition=fundamental","pubTime":"2022-04-25 09:42","market":"us","language":"en","title":"2 Reasons to Be Bullish on NIO Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1130507299","media":"investorplace","summary":"Nio (NIO) stock has been falling after the price hike announcement and the suspension of production.","content":"<html><head></head><body><ul><li>Nio (NIO) stock has been falling after the price hike announcement and the suspension of production.</li><li>The production halt is temporary and many other electric vehicle (EV) makers have also hiked their prices.</li><li>The dip in Nio stock is a great chance to take your position.</li></ul><p>Electric Vehicle makers in China are having trouble due to the fresh Covid-19 lockdown. Having recently announced a forced halt in EV production, Nio (NYSE:NIO) stock has suffered. The stock tumbled after the announcement since investors assumed that the company will miss production targets. NIO stock went from $23 to $19 over the past two weeks. Once the impact of the pandemic subsides, Nio will have a massive market to cater to since the demand for EVs is only going to expand in the coming years.</p><p>I think the market is overreacting to this move and has a misunderstanding that Nio has completely suspended production. However, this is not the case. Let’s dig deeper into the two reasons you should be bullish on NIO stock.</p><h2>The Production Halt Was Temporary</h2><p>The situation is not as bad as it is feared and I think that it is only temporary. Nio was only taking a short production halt and not closing production completely. However, we might see a dip in the delivery numbers, but it could only be for a month and not a consistent dip. According to the management, Nio will still be running but on a limited scale, and the halt is limited to the weekends only. Nio has already resumed production.</p><p>Let’s not miss out on the big picture. Nio could be up and running in the next few weeks at its full capacity since it has not suspended production completely. This is not reason enough for investors to give up on NIO stock. Interestingly, the company reported solid deliveries for March and met the quarterly delivery target. This is reason enough to have faith in Nio’s production abilities.</p><h2>Nio Is Not the Only One Considering a Price Hike</h2><p>One thing to keep in mind is that whenever the price of raw material increases, manufacturers will consider a price hike. In this case, the price of lithium is skyrocketing and it has impacted all EV makers. However, Nio is not the only one raising the price of its cars. Tesla (NASDAQ:TSLA) has increased prices several times in the past. Since China is still grappling with the pandemic, Nio will have to pay a higher price for the raw materials and this will have an impact on the cost of production. Nio doesn’t have much choice except to raise the price of its cars.</p><p>Even Lucid (NASDAQ:LCID) is considering a price hike to meet the supply chain and inflation concerns. The automakers who haven’t announced a price hike yet may have to do so in the coming months. Sustaining demand in the competitive EV industry is the key to success and as long as Nio manages to produce and deliver the projected number of cars, it will be able to keep growing.</p><h2>Bottom Line on Nio Stock</h2><p>Nio is suffering more than it should and it is because of temporary reasons. The stock was once trading as high as $55 and is finding it difficult to hit $25 now. However, I believe the stock has solid potential to grow and reap returns in the long term. NIO stock is a long-term play and not a stock to sell when the market is down. Keep holding on to the stock for better returns in the second half of the year.</p><p>UBS analyst Paul Gong has a buy rating for the stock with a price target of $32. The analyst thinks that the time to strike is now and the shares look undervalued at the current level. Further, Martin Heung, a Nomura analyst has a buy rating with a price target of $51.50 on NIO shares. At a price target of $51.50, the analyst gives a massive upside potential. Do not underestimate the potential of the stock to rebound and that will be your chance to make the most of NIO stock.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Reasons to Be Bullish on NIO Stock</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 Reasons to Be Bullish on NIO Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-25 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/2-reasons-to-be-bullish-on-nio-stock/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio (NIO) stock has been falling after the price hike announcement and the suspension of production.The production halt is temporary and many other electric vehicle (EV) makers have also hiked their ...</p>\n\n<a href=\"https://investorplace.com/2022/04/2-reasons-to-be-bullish-on-nio-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://investorplace.com/2022/04/2-reasons-to-be-bullish-on-nio-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130507299","content_text":"Nio (NIO) stock has been falling after the price hike announcement and the suspension of production.The production halt is temporary and many other electric vehicle (EV) makers have also hiked their prices.The dip in Nio stock is a great chance to take your position.Electric Vehicle makers in China are having trouble due to the fresh Covid-19 lockdown. Having recently announced a forced halt in EV production, Nio (NYSE:NIO) stock has suffered. The stock tumbled after the announcement since investors assumed that the company will miss production targets. NIO stock went from $23 to $19 over the past two weeks. Once the impact of the pandemic subsides, Nio will have a massive market to cater to since the demand for EVs is only going to expand in the coming years.I think the market is overreacting to this move and has a misunderstanding that Nio has completely suspended production. However, this is not the case. Let’s dig deeper into the two reasons you should be bullish on NIO stock.The Production Halt Was TemporaryThe situation is not as bad as it is feared and I think that it is only temporary. Nio was only taking a short production halt and not closing production completely. However, we might see a dip in the delivery numbers, but it could only be for a month and not a consistent dip. According to the management, Nio will still be running but on a limited scale, and the halt is limited to the weekends only. Nio has already resumed production.Let’s not miss out on the big picture. Nio could be up and running in the next few weeks at its full capacity since it has not suspended production completely. This is not reason enough for investors to give up on NIO stock. Interestingly, the company reported solid deliveries for March and met the quarterly delivery target. This is reason enough to have faith in Nio’s production abilities.Nio Is Not the Only One Considering a Price HikeOne thing to keep in mind is that whenever the price of raw material increases, manufacturers will consider a price hike. In this case, the price of lithium is skyrocketing and it has impacted all EV makers. However, Nio is not the only one raising the price of its cars. Tesla (NASDAQ:TSLA) has increased prices several times in the past. Since China is still grappling with the pandemic, Nio will have to pay a higher price for the raw materials and this will have an impact on the cost of production. Nio doesn’t have much choice except to raise the price of its cars.Even Lucid (NASDAQ:LCID) is considering a price hike to meet the supply chain and inflation concerns. The automakers who haven’t announced a price hike yet may have to do so in the coming months. Sustaining demand in the competitive EV industry is the key to success and as long as Nio manages to produce and deliver the projected number of cars, it will be able to keep growing.Bottom Line on Nio StockNio is suffering more than it should and it is because of temporary reasons. The stock was once trading as high as $55 and is finding it difficult to hit $25 now. However, I believe the stock has solid potential to grow and reap returns in the long term. NIO stock is a long-term play and not a stock to sell when the market is down. Keep holding on to the stock for better returns in the second half of the year.UBS analyst Paul Gong has a buy rating for the stock with a price target of $32. The analyst thinks that the time to strike is now and the shares look undervalued at the current level. Further, Martin Heung, a Nomura analyst has a buy rating with a price target of $51.50 on NIO shares. At a price target of $51.50, the analyst gives a massive upside potential. Do not underestimate the potential of the stock to rebound and that will be your chance to make the most of NIO stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084287885,"gmtCreate":1650873505319,"gmtModify":1676534807032,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"Yea, I'm still betting on SEA. Gonna start averaging&nbsp;down 😉","listText":"Yea, I'm still betting on SEA. Gonna start averaging&nbsp;down 😉","text":"Yea, I'm still betting on SEA. Gonna start averaging down 😉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084287885","repostId":"2229419298","repostType":4,"repost":{"id":"2229419298","pubTimestamp":1650867867,"share":"https://ttm.financial/m/news/2229419298?lang=&edition=fundamental","pubTime":"2022-04-25 14:24","market":"us","language":"en","title":"3 Supercharged Growth Stocks That Can Turn $250,000 Into $1 Million by 2030","url":"https://stock-news.laohu8.com/highlight/detail?id=2229419298","media":"Motley Fool","summary":"These fast-paced companies have the tools and intangibles needed to make patient investors a lot richer.","content":"<html><head></head><body><p>Whether you&#39;re a new or seasoned investor, you&#39;ve been given a not-so-subtle reminder over the past few months that stock market corrections are a normal and inevitable part of the investing cycle. Since the year began, the broad-based <b>S&amp;P 500</b> and widely followed <b>Dow Jones Industrial Average</b> dipped into official correction territory (down at least 10%), while the tech-focused <b>Nasdaq Composite</b> briefly fell into a bear market.</p><p>There&#39;s no question that big declines in the indexes can be unnerving. But it&#39;s important to recognize that stock market corrections rarely last long. What&#39;s more, every crash and correction throughout history has proven to be an ideal buying opportunity for patient investors. Buying high-quality stocks during pullbacks and allowing your investment thesis to play out over time is a moneymaking strategy.</p><p><img src=\"https://static.tigerbbs.com/4b374767519664b8db44345db4054856\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Getty Images.</p><p>With that being said, the recent market correction has made three supercharged growth stocks particularly attractive. If you were to invest $250,000 into these companies, they have all the tools needed to make you a millionaire by 2030.</p><h2><a href=\"https://laohu8.com/S/TDOC\">Teladoc Health</a></h2><p>The first supercharged growth stock that should handsomely reward patient investors by the turn of the decade is telehealth giant <b>Teladoc Health</b> ( TDOC ).</p><p>Teladoc is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of dozens of high-growth companies that benefited immensely during the initial stages of the COVID-19 pandemic, but has been pummeled over valuation and growth concerns ever since. It&#39;s also paid a price (literally and figuratively) for its acquisition of Livongo Health in late 2020, which resulted in wider-than-expected losses in 2020 and 2021.</p><p>In spite of these near-term challenges, nothing suggests that Teladoc&#39;s focus has strayed or that its competitive advantages have waned one bit. For example, the company&#39;s sales grew by an annual average of 74% between 2013 and 2019 (prior to the pandemic). In the wake of the pandemic, sales growth should continue to top 20% on an annual basis.</p><p>What Teladoc&#39;s sales growth demonstrates is that we&#39;re witnessing a shift in how personalized care is administered. Even though virtual visits aren&#39;t feasible for every appointment, Teladoc&#39;s platform is giving patients and physicians a powerful tool to improve overall outcomes. Virtual visits are more convenient for patients, and they allow physicians to easily keep tabs on patients with chronic illnesses. The end result should be less money out of health insurers&#39; pockets (so they&#39;re going to promote telemedicine visits).</p><p>Although the Livongo acquisition was, in hindsight, grossly overpriced, the deal nonetheless gives Teladoc the opportunity to cross-sell its solutions, and cater to chronically ill people who&#39;d benefit most from its personalized care services. Additionally, the one-time costs associated with this deal won&#39;t be adversely affecting Teladoc&#39;s bottom line in 2022 and beyond.</p><p>Following close to an 80% retracement, shares of Teladoc can now be purchased for about five times last year&#39;s sales. But if Teladoc continues to grow by 20% annually, it&#39;ll be generating closer to $10.5 billion in sales by 2030. That would give it a price-to-sales ratio of 1. In other words, if Teladoc simply maintains its existing price-to-sales multiple, investors should have no problem turning $250,000 into $1 million.</p><p><img src=\"https://static.tigerbbs.com/f46d76c781cc47d68033914c1c794a63\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Getty Images.</p><h2><a href=\"https://laohu8.com/S/JUSHF\">Jushi Holdings</a></h2><p>Another supercharged growth stock with all the tools and intangibles needed to quadruple investors&#39; money over the next eight years is marijuana stock <b>Jushi Holdings</b> ( JUSHF).</p><p>Few industries have been more universally disliked by the investing community over the past year than U.S. pot stocks. The expectation with a Democrat-led Congress and Joe Biden in the Oval Office was that federal legalization, or at the very least cannabis banking reforms, would become a reality. Thus far, these expectations haven&#39;t come to fruition, and investors clearly aren&#39;t happy about it.</p><p>However, federal legalization isn&#39;t a necessity for large-scale multi-state operators (MSOs) like Jushi to thrive. With approximately three-quarters of all U.S. states legalizing weed in some capacity, there&#39;s more than enough organic opportunity for these companies to grow quickly and generate profits.</p><p>Jushi is a relatively small player among the best-known MSOs. As of earlier this month, it had 29 operating dispensaries in a half-dozen states, with plans to broaden its portfolio to about 40 operating dispensaries by the end of 2022.</p><p>What makes this company so unique is its focus on limited-license markets, such as Virginia, Illinois, Pennsylvania, and Massachusetts. Limited-license states purposely cap how many retail licenses are issued in total, as well as to single businesses. It&#39;s a way of ensuring that small players like Jushi have a fair chance to build up their brand(s) and garner a loyal following without being steamrolled by an MSO with deeper pockets.</p><p>Interestingly, though, Jushi hasn&#39;t been afraid to pull the trigger on acquisitions. It closed the buyout of NuLeaf just two weeks ago, which&#39;ll bolster its vertically integrated presence in Nevada.  It also bought its way into the highly lucrative California pot market last year.</p><p>But perhaps the best thing about Jushi is management aligning their wallets with those of their shareholders. Approximately $45 million of the first $250 million in capital raised came from insiders and executives. We&#39;ve also witnessed CEO Jim Cacioppo buying shares of the company on the open market.  When execs have skin in the game, good things often happen.</p><p><img src=\"https://static.tigerbbs.com/16ca48e46c5ed915bdfaeb115d44e553\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Getty Images.</p><h2><a href=\"https://laohu8.com/S/SE\">Sea Limited</a></h2><p>A third supercharged growth stock that can turn a $250,000 initial investment into a cool million by 2030 is Singapore-based <b>Sea Limited</b> ( SE ).</p><p>Like Teladoc, Sea has been crushed in recent months. A forecast calling for slower growth in 2022 hasn&#39;t sat well with investors who have come to expect jaw-dropping revenue growth from the company. Sea also noted that it could take until 2025 before two of its key segments can &#34;substantially self-fund their long-term growth.&#34; That&#39;s a bit longer than some optimists were counting on.</p><p>While near-term losses aren&#39;t ideal, Sea&#39;s three operating segments are growing like wildfire and paint a picture of a future mega-cap company.</p><p>For the moment, Sea&#39;s gaming division, known as Garena, is the only one generating positive earnings before interest, taxes, depreciation, and amortization (EBITDA). What makes Garena so intriguing is that 11.8% of the company&#39;s 654 million quarterly active users (QAUs) were paying to play. The pay-to-play conversion ratio for mobile gaming is typically in the low single digits. As long as Sea can maintain this level of engagement, mobile gaming should be a financial bright spot.</p><p>The second key segment is its SeaMoney financial service products. Since the emerging markets Sea targets in Southeastern Asia and South America can lack access to basic banking services, the company&#39;s digital wallet solutions can fill a big role in democratizing finance for burgeoning middle classes in these regions. SeaMoney tallied nearly 46 million QAUs to end 2021.</p><p>But the segment that has investors most excited is e-commerce platform Shopee. In all of 2018, Shopee saw $10 billion in gross merchandise value (GMV) traverse its platform. In just the fourth quarter of 2021, Sea recognized $18.2 billion in GMV via Shopee. Online ordering demand is soaring in Southeastern Asia and Brazil, which should help Sea scale its e-commerce operations over time and reduce its losses.</p><p>Patient investors could witness Sea Limited doubling its sales a couple of times over the next eight years.</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 Supercharged Growth Stocks That Can Turn $250,000 Into $1 Million by 2030</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 Supercharged Growth Stocks That Can Turn $250,000 Into $1 Million by 2030\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-25 14:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/24/3-growth-stocks-turn-250000-into-1-million-by-2030/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Whether you're a new or seasoned investor, you've been given a not-so-subtle reminder over the past few months that stock market corrections are a normal and inevitable part of the investing cycle. ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/24/3-growth-stocks-turn-250000-into-1-million-by-2030/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4167":"医疗保健技术","BK4551":"寇图资本持仓","BK4567":"ESG概念","BK4505":"高瓴资本持仓","BK4534":"瑞士信贷持仓","BGNE":"百济神州","BK4139":"生物科技","BK4535":"淡马锡持仓","SE":"Sea Ltd","BK4085":"互动家庭娱乐","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4526":"热门中概股","BK4554":"元宇宙及AR概念","BK4566":"资本集团","TDOC":"Teladoc Health Inc.","BK4503":"景林资产持仓","BK4548":"巴美列捷福持仓"},"source_url":"https://www.fool.com/investing/2022/04/24/3-growth-stocks-turn-250000-into-1-million-by-2030/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229419298","content_text":"Whether you're a new or seasoned investor, you've been given a not-so-subtle reminder over the past few months that stock market corrections are a normal and inevitable part of the investing cycle. Since the year began, the broad-based S&P 500 and widely followed Dow Jones Industrial Average dipped into official correction territory (down at least 10%), while the tech-focused Nasdaq Composite briefly fell into a bear market.There's no question that big declines in the indexes can be unnerving. But it's important to recognize that stock market corrections rarely last long. What's more, every crash and correction throughout history has proven to be an ideal buying opportunity for patient investors. Buying high-quality stocks during pullbacks and allowing your investment thesis to play out over time is a moneymaking strategy.Image source: Getty Images.With that being said, the recent market correction has made three supercharged growth stocks particularly attractive. If you were to invest $250,000 into these companies, they have all the tools needed to make you a millionaire by 2030.Teladoc HealthThe first supercharged growth stock that should handsomely reward patient investors by the turn of the decade is telehealth giant Teladoc Health ( TDOC ).Teladoc is one of dozens of high-growth companies that benefited immensely during the initial stages of the COVID-19 pandemic, but has been pummeled over valuation and growth concerns ever since. It's also paid a price (literally and figuratively) for its acquisition of Livongo Health in late 2020, which resulted in wider-than-expected losses in 2020 and 2021.In spite of these near-term challenges, nothing suggests that Teladoc's focus has strayed or that its competitive advantages have waned one bit. For example, the company's sales grew by an annual average of 74% between 2013 and 2019 (prior to the pandemic). In the wake of the pandemic, sales growth should continue to top 20% on an annual basis.What Teladoc's sales growth demonstrates is that we're witnessing a shift in how personalized care is administered. Even though virtual visits aren't feasible for every appointment, Teladoc's platform is giving patients and physicians a powerful tool to improve overall outcomes. Virtual visits are more convenient for patients, and they allow physicians to easily keep tabs on patients with chronic illnesses. The end result should be less money out of health insurers' pockets (so they're going to promote telemedicine visits).Although the Livongo acquisition was, in hindsight, grossly overpriced, the deal nonetheless gives Teladoc the opportunity to cross-sell its solutions, and cater to chronically ill people who'd benefit most from its personalized care services. Additionally, the one-time costs associated with this deal won't be adversely affecting Teladoc's bottom line in 2022 and beyond.Following close to an 80% retracement, shares of Teladoc can now be purchased for about five times last year's sales. But if Teladoc continues to grow by 20% annually, it'll be generating closer to $10.5 billion in sales by 2030. That would give it a price-to-sales ratio of 1. In other words, if Teladoc simply maintains its existing price-to-sales multiple, investors should have no problem turning $250,000 into $1 million.Image source: Getty Images.Jushi HoldingsAnother supercharged growth stock with all the tools and intangibles needed to quadruple investors' money over the next eight years is marijuana stock Jushi Holdings ( JUSHF).Few industries have been more universally disliked by the investing community over the past year than U.S. pot stocks. The expectation with a Democrat-led Congress and Joe Biden in the Oval Office was that federal legalization, or at the very least cannabis banking reforms, would become a reality. Thus far, these expectations haven't come to fruition, and investors clearly aren't happy about it.However, federal legalization isn't a necessity for large-scale multi-state operators (MSOs) like Jushi to thrive. With approximately three-quarters of all U.S. states legalizing weed in some capacity, there's more than enough organic opportunity for these companies to grow quickly and generate profits.Jushi is a relatively small player among the best-known MSOs. As of earlier this month, it had 29 operating dispensaries in a half-dozen states, with plans to broaden its portfolio to about 40 operating dispensaries by the end of 2022.What makes this company so unique is its focus on limited-license markets, such as Virginia, Illinois, Pennsylvania, and Massachusetts. Limited-license states purposely cap how many retail licenses are issued in total, as well as to single businesses. It's a way of ensuring that small players like Jushi have a fair chance to build up their brand(s) and garner a loyal following without being steamrolled by an MSO with deeper pockets.Interestingly, though, Jushi hasn't been afraid to pull the trigger on acquisitions. It closed the buyout of NuLeaf just two weeks ago, which'll bolster its vertically integrated presence in Nevada.  It also bought its way into the highly lucrative California pot market last year.But perhaps the best thing about Jushi is management aligning their wallets with those of their shareholders. Approximately $45 million of the first $250 million in capital raised came from insiders and executives. We've also witnessed CEO Jim Cacioppo buying shares of the company on the open market.  When execs have skin in the game, good things often happen.Image source: Getty Images.Sea LimitedA third supercharged growth stock that can turn a $250,000 initial investment into a cool million by 2030 is Singapore-based Sea Limited ( SE ).Like Teladoc, Sea has been crushed in recent months. A forecast calling for slower growth in 2022 hasn't sat well with investors who have come to expect jaw-dropping revenue growth from the company. Sea also noted that it could take until 2025 before two of its key segments can \"substantially self-fund their long-term growth.\" That's a bit longer than some optimists were counting on.While near-term losses aren't ideal, Sea's three operating segments are growing like wildfire and paint a picture of a future mega-cap company.For the moment, Sea's gaming division, known as Garena, is the only one generating positive earnings before interest, taxes, depreciation, and amortization (EBITDA). What makes Garena so intriguing is that 11.8% of the company's 654 million quarterly active users (QAUs) were paying to play. The pay-to-play conversion ratio for mobile gaming is typically in the low single digits. As long as Sea can maintain this level of engagement, mobile gaming should be a financial bright spot.The second key segment is its SeaMoney financial service products. Since the emerging markets Sea targets in Southeastern Asia and South America can lack access to basic banking services, the company's digital wallet solutions can fill a big role in democratizing finance for burgeoning middle classes in these regions. SeaMoney tallied nearly 46 million QAUs to end 2021.But the segment that has investors most excited is e-commerce platform Shopee. In all of 2018, Shopee saw $10 billion in gross merchandise value (GMV) traverse its platform. In just the fourth quarter of 2021, Sea recognized $18.2 billion in GMV via Shopee. Online ordering demand is soaring in Southeastern Asia and Brazil, which should help Sea scale its e-commerce operations over time and reduce its losses.Patient investors could witness Sea Limited doubling its sales a couple of times over the next eight years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9941589338,"gmtCreate":1680419086025,"gmtModify":1680419090124,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"True","listText":"True","text":"True","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":39,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941589338","repostId":"1128413118","repostType":4,"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966739291,"gmtCreate":1669639321913,"gmtModify":1676538217070,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"It's a very very long road 😢","listText":"It's a very very long road 😢","text":"It's a very very long road 😢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9966739291","repostId":"1122831001","repostType":4,"repost":{"id":"1122831001","pubTimestamp":1669650374,"share":"https://ttm.financial/m/news/1122831001?lang=&edition=fundamental","pubTime":"2022-11-28 23:46","market":"us","language":"en","title":"It's A Long Road For Palantir","url":"https://stock-news.laohu8.com/highlight/detail?id=1122831001","media":"Seeking Alpha","summary":"SummaryPLTR stock is phenomenal for trading.The mounting pressure on growth is leading to reduced an","content":"<html><head></head><body><p>Summary</p><ul><li>PLTR stock is phenomenal for trading.</li><li>The mounting pressure on growth is leading to reduced and yet still stretched valuation.</li><li>While higher level key metrics need to hold up, and what 2023 will bring is still up in the air, margins are the focus.</li><li>Trading this stock is simply easier than the long road of holding forever, but we do think long-term potential is real.</li></ul><p>One stock that we believe is a paradise for traders is Palantir Technologies Inc. (NYSE:PLTR). For investors, it has been a total disaster and it is frustrating to see the lack of any kind of real rebound out of the single-digits. We continue to believe in the company long-term, but the company is not necessarily the stock.</p><p>The fact is that it is going to be a long road to real profits. That is why the market hates this stock. Further, the other key metric lines of interest like customer counts, revenues, etc., all seem to be slowing their rate of growth. This was a rapid grower just a year ago. But the world has quickly changed, and all things innovative that do not make a profit have been crushed. Folks, while all manner of financial engineering to show improved &#39;cash flow&#39;, and moderate EBITDA movement, the market does not care anymore. It wants to see a clear path to profitability. While the company has worked, or is starting to work, to rein in spending and to reduce the very dilutive stock-based compensation, the Street is assigning little faith.</p><p>Right now, even though we have outlined a possible Santa Claus rally into year end, we think that stocks like this are going to contend with heavy tax loss selling. The market as a whole has seen most who wanted to sell already sell, but for a trading stock like this, it creates further negative catalysts. If you are an investor, it is hard to not buy at $6-$7 per share. But $7 per share now is more expensive than $7 per share was just months ago, when you account for more shares, and normalization of growth. That is the problem. We continue to like trading swings on the stock long and short. As investors go, it is going to be a long road.</p><h3>The path is difficult, but not impossible</h3><p>Despite what has happened, we continue to like the company long-term, but Palantir stock is just not working right now. On top of the continued dilution, and now the pressure of tax loss harvesting, the company is also facing slowing commercial demand, and governments that will likely reduce spending due to lower tax revenues. Much of the world is already facing or in some cases may be in a recession. The United States has been resilient, but we suspect we see inflation coming down, and the deleterious impacts of increased pressure on consumers and businesses in this more challenging economic climate. With this reality the high level of growth seems to be grinding to a halt, and could stall further in 2023. Potential game-changing names like this that do not make real profit have all been obliterated.</p><p>A lot of traders do not realize (or do not care) that Palantir is not a new company. It has been around a long time, but became public in the height of the tech stock mania as we were coming out of COVID. The thing is that stocks like Palantir are indeed often extremely expensive in the early stages. The innovation space is unique. For a long time, the Street could not value them on an earnings basis because there are no or very little earnings. The Street looked to the future based on sales, cash flows, etc. One of the largest reasons stocks like this have been crushed, besides a &#39;tough market&#39; is interest rates. Few have been spared. The concern is that with rates rising, money-losing stocks are out of favor. Debt becomes more expensive, and many companies will suffer. And yet, Palantir has one key advantage. It is still a money loser, though getting there toward sustained breakeven operations, but it has an incredible balance-sheet position.</p><h3>No debt</h3><p>For years, Palantir may lose money or hover around breakeven. $7 is a level where we like this name, with all issues baked in. It is speculative, but we like it. Operationally, we are seeing some positive signs, and some negative signs. The company is not bleeding out and losing money hand over first. In fact, Given that there is no debt at all and a ton of cash on hand ($2.4 billion), Palantir is in strong shape to weather any recessionary pressures in 2023. It should not need to borrow any money, so in many ways, the high rate issue, for now, is somewhat moot. Though if their customers rely on debt to fund contracts, then it becomes a bit of a hidden risk. However, the balance sheet is a strength. The weakness is slowing growth.</p><h3>Slowing growth</h3><p>One thing that has investors concerned is the slowing growth. The company had been growing like a spreading wildfire. It is still in growth mode, but the pace has stalled. In the recently reported quarter, performance was strong on the top line and actually was ahead of consensus estimates. Total revenue grew 22% year-over-year to $478 million, beating estimates by almost $3 million. That is strong. But those costs continue to weigh, and the cumulative impact of dilution is anchoring earnings potential. This is evidenced by Palantir&#39;s profitability being lower than expected by $0.01 per share, and worse, guidance was less than consensus.</p><p>Both of Palantir&#39;s segments, the government and commercial segments, had shown incredible growth over the years. The commercial revenue stream specifically has been growing rapidly, while government results have been slowing for several quarters now. Deceleration of revenue growth is definitely a negative for a company without earnings. That said, U.S. growth is still strong. U.S. revenue rose 31% from last year, and the company grew overall customers by 66% year-over-year. Internationally the story is weaker, and likely reflects the resilience of the U.S. economy still despite global weakness.</p><p>Government revenue was still up 20% from a year ago, while U.S. commercial revenue grew 53%. Look this is certainly strong growth. The Street is fickle however, as despite it being strong reported growth, the pace has stalled. But there are positives that we feel are masked to some degree, such as in margins. Gross margin was 77%, very strong, though operating margin a bit lower. Adjusted income from operations, excluding stock-based compensation and related employer payroll taxes was $81 million, representing an adjusted operating margin of 17%. The target is really around 20%. The company lost $62 million in the quarter operationally otherwise. Now, the company likes to boast its cash flow but it does back out a number of key metrics that while as reported they are burning more cash than may be thought, on their adjusted basis, free cash flow was $37 million for the quarter, and the 8th-straight quarter for which this was positive on the adjusted metrics. The company earned $0.01 per share, showing it is teetering around breakeven.</p><h3>Valuation</h3><p>On the valuation front, Palantir stock is still expensive, even though shares have been crushed.</p><p><img src=\"https://static.tigerbbs.com/964639e96ef3383446822e45d937a223\" tg-width=\"640\" tg-height=\"904\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha PLTR Valuation Grade</p><p>Looking at traditional price-to-earnings is foolish, showing a very pricey at 161X. Ultimately, this is what the Street will care about. For now it gets many quarters to show its potential. The Street has doubts, hence a $7 per share price tag. Perhaps the more appropriate measure is the price-to-sales ratio, but not only is this still very high, the market has basically said it is no longer willing to pay for sky high multiples. Keep that in mind. At 8X sales, the valuation has improved dramatically from where it was last year, but this is still high. The price-to-book has been improving and we are watching this as well as EV/EBIT values. Some of this stretched valuation can be justified by the still strong growth metrics.</p><p><img src=\"https://static.tigerbbs.com/1ce1cbeed3f6c3c8d0a34c1fa114d009\" tg-width=\"640\" tg-height=\"923\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha PLTR Growth Metrics</p><p>So these are still solid grades though down from the past A+ values. The performance is coming down, and that reduction, that slower growth (even though it is still strong), builds in further discounts. Rapid growth has to lead somewhere. That is the mantra.</p><p>It is a long road from translating the growth metrics into tangible value, and shareholder returns. This is why the stock is stuck in the mud in the single-digits.</p><h3>Looking ahead</h3><p>So as we have been trying to hammer home, the growth concerns are real. The thing is that the Q4 guidance was pretty weak relative to expectations, despite slightly increasing the full-year outlook. For Q4, management guided to a base case of $503-505 million in revenue. This was below consensus of $506 million, but they upped their adjusted income from operations for the year by about 10% to $385 million.</p><p>Longer-term, the next few years, we think the company can still deliver 30% annual revenue growth. This will depend on how steep of a recession we get and how companies and governments value Palantir&#39;s AI decision making services. It remains to be seen but we would like to see more work done on margins to boost cash flow and to get to real earnings. Like it or not, this is what the Street wants to see. Margins need to improve and growth must remain to offset stock-based compensation. This is still a problem, and a problem for many similar companies. While Palantir&#39;s technology should help governments and businesses alike operate more efficiently, and therefore more profitably, we could see reduced spending on services like this as recession risks are mounting.</p><h3>Final thoughts</h3><p>The growth rate is slowing some, but the growth is strong. Palantir&#39;s valuation is still expensive, but we think the key indicator will be margins. Better margins drive earnings potential. As we head into year end, expect added pressure from tax loss harvesting. We still like trading the stock for when it runs with a hot market on good days, but for now, we think it will be difficult for the stock to advance much past $9-$10 without real movement on its performance on earnings potential. At the same time, should top line growth or customer count trends weaken further, the stock could see another wave lower. All things considered, it&#39;s still a buy at $7, but we think you should have a short-term view for gains. Take quick gains and move them elsewhere to core holdings. Sure, it is fine to own this long-term, we think it has potential, but it is a long road. It is a trading stock.</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>It's A Long Road For Palantir</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\">\nIt's A Long Road For Palantir\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-28 23:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4560760-its-long-road-for-palantir><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPLTR stock is phenomenal for trading.The mounting pressure on growth is leading to reduced and yet still stretched valuation.While higher level key metrics need to hold up, and what 2023 will ...</p>\n\n<a href=\"https://seekingalpha.com/article/4560760-its-long-road-for-palantir\">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/4560760-its-long-road-for-palantir","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122831001","content_text":"SummaryPLTR stock is phenomenal for trading.The mounting pressure on growth is leading to reduced and yet still stretched valuation.While higher level key metrics need to hold up, and what 2023 will bring is still up in the air, margins are the focus.Trading this stock is simply easier than the long road of holding forever, but we do think long-term potential is real.One stock that we believe is a paradise for traders is Palantir Technologies Inc. (NYSE:PLTR). For investors, it has been a total disaster and it is frustrating to see the lack of any kind of real rebound out of the single-digits. We continue to believe in the company long-term, but the company is not necessarily the stock.The fact is that it is going to be a long road to real profits. That is why the market hates this stock. Further, the other key metric lines of interest like customer counts, revenues, etc., all seem to be slowing their rate of growth. This was a rapid grower just a year ago. But the world has quickly changed, and all things innovative that do not make a profit have been crushed. Folks, while all manner of financial engineering to show improved 'cash flow', and moderate EBITDA movement, the market does not care anymore. It wants to see a clear path to profitability. While the company has worked, or is starting to work, to rein in spending and to reduce the very dilutive stock-based compensation, the Street is assigning little faith.Right now, even though we have outlined a possible Santa Claus rally into year end, we think that stocks like this are going to contend with heavy tax loss selling. The market as a whole has seen most who wanted to sell already sell, but for a trading stock like this, it creates further negative catalysts. If you are an investor, it is hard to not buy at $6-$7 per share. But $7 per share now is more expensive than $7 per share was just months ago, when you account for more shares, and normalization of growth. That is the problem. We continue to like trading swings on the stock long and short. As investors go, it is going to be a long road.The path is difficult, but not impossibleDespite what has happened, we continue to like the company long-term, but Palantir stock is just not working right now. On top of the continued dilution, and now the pressure of tax loss harvesting, the company is also facing slowing commercial demand, and governments that will likely reduce spending due to lower tax revenues. Much of the world is already facing or in some cases may be in a recession. The United States has been resilient, but we suspect we see inflation coming down, and the deleterious impacts of increased pressure on consumers and businesses in this more challenging economic climate. With this reality the high level of growth seems to be grinding to a halt, and could stall further in 2023. Potential game-changing names like this that do not make real profit have all been obliterated.A lot of traders do not realize (or do not care) that Palantir is not a new company. It has been around a long time, but became public in the height of the tech stock mania as we were coming out of COVID. The thing is that stocks like Palantir are indeed often extremely expensive in the early stages. The innovation space is unique. For a long time, the Street could not value them on an earnings basis because there are no or very little earnings. The Street looked to the future based on sales, cash flows, etc. One of the largest reasons stocks like this have been crushed, besides a 'tough market' is interest rates. Few have been spared. The concern is that with rates rising, money-losing stocks are out of favor. Debt becomes more expensive, and many companies will suffer. And yet, Palantir has one key advantage. It is still a money loser, though getting there toward sustained breakeven operations, but it has an incredible balance-sheet position.No debtFor years, Palantir may lose money or hover around breakeven. $7 is a level where we like this name, with all issues baked in. It is speculative, but we like it. Operationally, we are seeing some positive signs, and some negative signs. The company is not bleeding out and losing money hand over first. In fact, Given that there is no debt at all and a ton of cash on hand ($2.4 billion), Palantir is in strong shape to weather any recessionary pressures in 2023. It should not need to borrow any money, so in many ways, the high rate issue, for now, is somewhat moot. Though if their customers rely on debt to fund contracts, then it becomes a bit of a hidden risk. However, the balance sheet is a strength. The weakness is slowing growth.Slowing growthOne thing that has investors concerned is the slowing growth. The company had been growing like a spreading wildfire. It is still in growth mode, but the pace has stalled. In the recently reported quarter, performance was strong on the top line and actually was ahead of consensus estimates. Total revenue grew 22% year-over-year to $478 million, beating estimates by almost $3 million. That is strong. But those costs continue to weigh, and the cumulative impact of dilution is anchoring earnings potential. This is evidenced by Palantir's profitability being lower than expected by $0.01 per share, and worse, guidance was less than consensus.Both of Palantir's segments, the government and commercial segments, had shown incredible growth over the years. The commercial revenue stream specifically has been growing rapidly, while government results have been slowing for several quarters now. Deceleration of revenue growth is definitely a negative for a company without earnings. That said, U.S. growth is still strong. U.S. revenue rose 31% from last year, and the company grew overall customers by 66% year-over-year. Internationally the story is weaker, and likely reflects the resilience of the U.S. economy still despite global weakness.Government revenue was still up 20% from a year ago, while U.S. commercial revenue grew 53%. Look this is certainly strong growth. The Street is fickle however, as despite it being strong reported growth, the pace has stalled. But there are positives that we feel are masked to some degree, such as in margins. Gross margin was 77%, very strong, though operating margin a bit lower. Adjusted income from operations, excluding stock-based compensation and related employer payroll taxes was $81 million, representing an adjusted operating margin of 17%. The target is really around 20%. The company lost $62 million in the quarter operationally otherwise. Now, the company likes to boast its cash flow but it does back out a number of key metrics that while as reported they are burning more cash than may be thought, on their adjusted basis, free cash flow was $37 million for the quarter, and the 8th-straight quarter for which this was positive on the adjusted metrics. The company earned $0.01 per share, showing it is teetering around breakeven.ValuationOn the valuation front, Palantir stock is still expensive, even though shares have been crushed.Seeking Alpha PLTR Valuation GradeLooking at traditional price-to-earnings is foolish, showing a very pricey at 161X. Ultimately, this is what the Street will care about. For now it gets many quarters to show its potential. The Street has doubts, hence a $7 per share price tag. Perhaps the more appropriate measure is the price-to-sales ratio, but not only is this still very high, the market has basically said it is no longer willing to pay for sky high multiples. Keep that in mind. At 8X sales, the valuation has improved dramatically from where it was last year, but this is still high. The price-to-book has been improving and we are watching this as well as EV/EBIT values. Some of this stretched valuation can be justified by the still strong growth metrics.Seeking Alpha PLTR Growth MetricsSo these are still solid grades though down from the past A+ values. The performance is coming down, and that reduction, that slower growth (even though it is still strong), builds in further discounts. Rapid growth has to lead somewhere. That is the mantra.It is a long road from translating the growth metrics into tangible value, and shareholder returns. This is why the stock is stuck in the mud in the single-digits.Looking aheadSo as we have been trying to hammer home, the growth concerns are real. The thing is that the Q4 guidance was pretty weak relative to expectations, despite slightly increasing the full-year outlook. For Q4, management guided to a base case of $503-505 million in revenue. This was below consensus of $506 million, but they upped their adjusted income from operations for the year by about 10% to $385 million.Longer-term, the next few years, we think the company can still deliver 30% annual revenue growth. This will depend on how steep of a recession we get and how companies and governments value Palantir's AI decision making services. It remains to be seen but we would like to see more work done on margins to boost cash flow and to get to real earnings. Like it or not, this is what the Street wants to see. Margins need to improve and growth must remain to offset stock-based compensation. This is still a problem, and a problem for many similar companies. While Palantir's technology should help governments and businesses alike operate more efficiently, and therefore more profitably, we could see reduced spending on services like this as recession risks are mounting.Final thoughtsThe growth rate is slowing some, but the growth is strong. Palantir's valuation is still expensive, but we think the key indicator will be margins. Better margins drive earnings potential. As we head into year end, expect added pressure from tax loss harvesting. We still like trading the stock for when it runs with a hot market on good days, but for now, we think it will be difficult for the stock to advance much past $9-$10 without real movement on its performance on earnings potential. At the same time, should top line growth or customer count trends weaken further, the stock could see another wave lower. All things considered, it's still a buy at $7, but we think you should have a short-term view for gains. Take quick gains and move them elsewhere to core holdings. Sure, it is fine to own this long-term, we think it has potential, but it is a long road. It is a trading stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818524874,"gmtCreate":1630420709398,"gmtModify":1676530299525,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"I hope it hits 5,000! ?","listText":"I hope it hits 5,000! ?","text":"I hope it hits 5,000! ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/818524874","repostId":"2163185185","repostType":4,"repost":{"id":"2163185185","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1630419960,"share":"https://ttm.financial/m/news/2163185185?lang=&edition=fundamental","pubTime":"2021-08-31 22:26","market":"us","language":"en","title":"The S&P 500 is headed for 5,000, says UBS. Here's the when and how.","url":"https://stock-news.laohu8.com/highlight/detail?id=2163185185","media":"Dow Jones","summary":"On the last trading day of August, stock futures are pointing higher as markets look past downbeat e","content":"<p>On the last trading day of August, stock futures are pointing higher as markets look past downbeat economic news from China and continued COVID-19 contagion worries. It's all part of a relentless march higher for stocks that barely paused this summer.</p>\n<p>\"The S&amp;P 500 has posted at least 1 new closing high every week since the week of June 7, 2021, 13 weeks in a row. August 2021 has posted 12 new closing highs in the 21 trading days, with <a href=\"https://laohu8.com/S/AONE.U\">one</a> day left to go,\" noted Howard Silverblatt, senior index analyst at S&amp;P Dow Jones Indices.</p>\n<p>\"Year-to-date the index has posted 53 new closing highs, and is tied for the 4 highest in index history (from 1926),\" added Silverblatt, who added that even if the market seems wacky, \"if you're not in it, you're nuts, and most likely out of a job (keep your finger on the button).\"</p>\n<p>Our call of the day from UBS's chief investment officer Mark Haefele, sees the S&amp;P 500 is on a solid path to another big milestone -- 5,000. That's his end-2022 goal, while the bank sees the index reaching 4,600 by the end of this year.</p>\n<p>\"The S&amp;P 500 has broken above 4,500 for the first time, taking gains for 2021 to over 20%. This might seem surprising given the recent run of negative news, including disappointing U.S. consumer data and a continual rise in COVID-19 infections. But we believe that the momentum toward reopening and recovery is intact and that there is further upside to equities,\" Haefele told clients in a note.</p>\n<p>He rattles off a list of supportive factors, including a fifth-straight quarter of robust results with more than 85% of companies beating second-quarter earnings and sales estimates; aggregate corporate profits up nearly 90% from year-ago levels; earnings nearly 30% higher than pre-pandemic levels; and revenue growth so robust it's overwhelming cost pressures.</p>\n<p>\"We believe cost pressures for businesses should subside as supply begins to catch up. In addition, consumers' balance sheets are at their strongest in decades due to the significant buildup in household savings over the past year, and retailers will continue to restock to keep up with demand,\" said Haefele.</p>\n<p>Show us the stocks? \"With the economic recovery broadening, we expect cyclical sectors, including energy and financials, to take the lead,\" he added.</p>\n<p><b>The chart</b></p>\n<p>Thomas Lee, founder of Fundstrat Global Advisors, notes that history is on the side of a strong September when markets see an equally upbeat first half.</p>\n<p>That's even as investors worry about \"overbought\" markets due for a pullback and stats showing September returns since 1928 have been down about 0.1%. In a note to clients, Lee counters that seasonality factors change when a first half is strong -- the first six months of 2021 saw a more than 13% gain, the 10th best since 1928.</p>\n<p>That should mean a stronger September than expected and an intact \"everything rally.\" Here's his chart:</p>\n<p><img src=\"https://static.tigerbbs.com/7ee49b4bca8dd1180df5c66c2370394f\" tg-width=\"700\" tg-height=\"486\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The S&P 500 is headed for 5,000, says UBS. Here's the when and how.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe S&P 500 is headed for 5,000, says UBS. Here's the when and how.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-08-31 22:26</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>On the last trading day of August, stock futures are pointing higher as markets look past downbeat economic news from China and continued COVID-19 contagion worries. It's all part of a relentless march higher for stocks that barely paused this summer.</p>\n<p>\"The S&amp;P 500 has posted at least 1 new closing high every week since the week of June 7, 2021, 13 weeks in a row. August 2021 has posted 12 new closing highs in the 21 trading days, with <a href=\"https://laohu8.com/S/AONE.U\">one</a> day left to go,\" noted Howard Silverblatt, senior index analyst at S&amp;P Dow Jones Indices.</p>\n<p>\"Year-to-date the index has posted 53 new closing highs, and is tied for the 4 highest in index history (from 1926),\" added Silverblatt, who added that even if the market seems wacky, \"if you're not in it, you're nuts, and most likely out of a job (keep your finger on the button).\"</p>\n<p>Our call of the day from UBS's chief investment officer Mark Haefele, sees the S&amp;P 500 is on a solid path to another big milestone -- 5,000. That's his end-2022 goal, while the bank sees the index reaching 4,600 by the end of this year.</p>\n<p>\"The S&amp;P 500 has broken above 4,500 for the first time, taking gains for 2021 to over 20%. This might seem surprising given the recent run of negative news, including disappointing U.S. consumer data and a continual rise in COVID-19 infections. But we believe that the momentum toward reopening and recovery is intact and that there is further upside to equities,\" Haefele told clients in a note.</p>\n<p>He rattles off a list of supportive factors, including a fifth-straight quarter of robust results with more than 85% of companies beating second-quarter earnings and sales estimates; aggregate corporate profits up nearly 90% from year-ago levels; earnings nearly 30% higher than pre-pandemic levels; and revenue growth so robust it's overwhelming cost pressures.</p>\n<p>\"We believe cost pressures for businesses should subside as supply begins to catch up. In addition, consumers' balance sheets are at their strongest in decades due to the significant buildup in household savings over the past year, and retailers will continue to restock to keep up with demand,\" said Haefele.</p>\n<p>Show us the stocks? \"With the economic recovery broadening, we expect cyclical sectors, including energy and financials, to take the lead,\" he added.</p>\n<p><b>The chart</b></p>\n<p>Thomas Lee, founder of Fundstrat Global Advisors, notes that history is on the side of a strong September when markets see an equally upbeat first half.</p>\n<p>That's even as investors worry about \"overbought\" markets due for a pullback and stats showing September returns since 1928 have been down about 0.1%. In a note to clients, Lee counters that seasonality factors change when a first half is strong -- the first six months of 2021 saw a more than 13% gain, the 10th best since 1928.</p>\n<p>That should mean a stronger September than expected and an intact \"everything rally.\" Here's his chart:</p>\n<p><img src=\"https://static.tigerbbs.com/7ee49b4bca8dd1180df5c66c2370394f\" tg-width=\"700\" tg-height=\"486\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SSO":"两倍做多标普500ETF","OEF":"标普100指数ETF-iShares","SH":"标普500反向ETF","SPY":"标普500ETF","UPRO":"三倍做多标普500ETF","IVV":"标普500指数ETF","SPXU":"三倍做空标普500ETF","MRNA":"Moderna, Inc.",".SPX":"S&P 500 Index","OEX":"标普100","SDS":"两倍做空标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2163185185","content_text":"On the last trading day of August, stock futures are pointing higher as markets look past downbeat economic news from China and continued COVID-19 contagion worries. It's all part of a relentless march higher for stocks that barely paused this summer.\n\"The S&P 500 has posted at least 1 new closing high every week since the week of June 7, 2021, 13 weeks in a row. August 2021 has posted 12 new closing highs in the 21 trading days, with one day left to go,\" noted Howard Silverblatt, senior index analyst at S&P Dow Jones Indices.\n\"Year-to-date the index has posted 53 new closing highs, and is tied for the 4 highest in index history (from 1926),\" added Silverblatt, who added that even if the market seems wacky, \"if you're not in it, you're nuts, and most likely out of a job (keep your finger on the button).\"\nOur call of the day from UBS's chief investment officer Mark Haefele, sees the S&P 500 is on a solid path to another big milestone -- 5,000. That's his end-2022 goal, while the bank sees the index reaching 4,600 by the end of this year.\n\"The S&P 500 has broken above 4,500 for the first time, taking gains for 2021 to over 20%. This might seem surprising given the recent run of negative news, including disappointing U.S. consumer data and a continual rise in COVID-19 infections. But we believe that the momentum toward reopening and recovery is intact and that there is further upside to equities,\" Haefele told clients in a note.\nHe rattles off a list of supportive factors, including a fifth-straight quarter of robust results with more than 85% of companies beating second-quarter earnings and sales estimates; aggregate corporate profits up nearly 90% from year-ago levels; earnings nearly 30% higher than pre-pandemic levels; and revenue growth so robust it's overwhelming cost pressures.\n\"We believe cost pressures for businesses should subside as supply begins to catch up. In addition, consumers' balance sheets are at their strongest in decades due to the significant buildup in household savings over the past year, and retailers will continue to restock to keep up with demand,\" said Haefele.\nShow us the stocks? \"With the economic recovery broadening, we expect cyclical sectors, including energy and financials, to take the lead,\" he added.\nThe chart\nThomas Lee, founder of Fundstrat Global Advisors, notes that history is on the side of a strong September when markets see an equally upbeat first half.\nThat's even as investors worry about \"overbought\" markets due for a pullback and stats showing September returns since 1928 have been down about 0.1%. In a note to clients, Lee counters that seasonality factors change when a first half is strong -- the first six months of 2021 saw a more than 13% gain, the 10th best since 1928.\nThat should mean a stronger September than expected and an intact \"everything rally.\" Here's his chart:","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574212256342028","authorId":"3574212256342028","name":"tradingnoob","avatar":"https://static.tigerbbs.com/0db67f1fb32bf605337189e4ba02a158","crmLevel":3,"crmLevelSwitch":0,"idStr":"3574212256342028","authorIdStr":"3574212256342028"},"content":"why not 10,000 in 3-5years?","text":"why not 10,000 in 3-5years?","html":"why not 10,000 in 3-5years?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888310796,"gmtCreate":1631434106215,"gmtModify":1676530548071,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"AAPL events are always market driving. No matter how or what products are launched in September, its share price will go up. Don’t you think so?? ?","listText":"AAPL events are always market driving. No matter how or what products are launched in September, its share price will go up. Don’t you think so?? ?","text":"AAPL events are always market driving. No matter how or what products are launched in September, its share price will go up. Don’t you think so?? ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/888310796","repostId":"1101906502","repostType":4,"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837097299,"gmtCreate":1629846803711,"gmtModify":1676530147097,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/837097299","repostId":"2162087564","repostType":4,"repost":{"id":"2162087564","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":1629836173,"share":"https://ttm.financial/m/news/2162087564?lang=&edition=fundamental","pubTime":"2021-08-25 04:16","market":"us","language":"en","title":"Wall St extends rally, pushing S&P 500 to 50th all-time high close this year","url":"https://stock-news.laohu8.com/highlight/detail?id=2162087564","media":"Reuters","summary":"NEW YORK, Aug 24 (Reuters) - Wall Street ended higher in a late-summer, light volume rally on Tuesda","content":"<p>NEW YORK, Aug 24 (Reuters) - Wall Street ended higher in a late-summer, light volume rally on Tuesday as the FDA's full approval of a COVID-19 vaccine on Monday and the absence of negative catalysts kept risk appetite alive ahead of the much-anticipated Jackson Hole Symposium.</p>\n<p>All three major U.S. stock indexes advanced higher, with the S&amp;P 500 and the Nasdaq closing at all-time closing highs.</p>\n<p>The session marked the S&amp;P 500's 50th record high close so far this year.</p>\n<p>Tech and tech-adjacent megacaps were once again doing the heavy lifting, but economically sensitive cyclicals and smallcaps&nbsp;outperformed the broader market.</p>\n<p>\"Investors are looking at the horizon at the big Jackson Hole meeting on the horizon,\" Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina, referring to the Federal Reserve’s annual economic symposium on Friday. \"But for now the feel-good from yesterday’s vaccine news is still in the air.\"</p>\n<p>The Food and Drug Administration's full approval of the Pfizer-BioNTech COVID-19 vaccine on Monday fueled optimism over economic recovery which spilled into Tuesday's session.</p>\n<p>Travel and leisure sectors, associated with economic re-engagement, outperformed the broader market. The S&amp;P 1500 Airline and Hotel/Restaurant/Leisure indexes gained up 3.7% and 1.6%, respectively.</p>\n<p>\"We have energy, retail, travel, leisure, financials, and small caps all doing well today,\" Detrick said. \"And that’s a sign that the reopening is alive and well.\"</p>\n<p>Recent economic indicators suggest the recovery from the most abrupt recession in U.S. history is headed in the right direction, but not to the extent that is likely to prompt the Fed to tighten its dovish monetary policy.</p>\n<p>Fed Chair Jerome Powell is due to meet with other world bank leaders when the Jackson Hole Symposium convenes later this week, and his remarks will be closely parsed for any clues regarding the Fed's tapering of asset purchases and hiking key interest rates.</p>\n<p>The event will take place virtually and not in person due to the spread of COVID-19 in the county, which has reduced expectations that any major announcement will be made at the event.</p>\n<p>\"The fact that the Fed is having a virtual (Jackson Hole) meeting tells you that they might be thinking maybe they need to keep supporting the economy,\" said Detrick.</p>\n<p>The Dow Jones Industrial Average&nbsp;rose 30.55 points, or 0.09%, to 35,366.26, the S&amp;P 500&nbsp;gained 6.7 points, or 0.15%, to 4,486.23 and the Nasdaq Composite&nbsp;added 77.15 points, or 0.52%, to 15,019.80.</p>\n<p>Energy&nbsp;was the top gainer among the 11 major sectors in the S&amp;P 500, boosted by the continued rally in crude prices.</p>\n<p>Best Buy Co Inc&nbsp;jumped 8.3% after the electronics retailer beat analyst earnings expectations and raised its full year sales forecast.</p>\n<p>U.S.-listed shares of China-based e-commerce platform Pinduoduo Inc&nbsp;surged 22.2% after reporting its first ever quarterly profit.</p>\n<p>JD.com&nbsp;gained 14.4% in the wake of the Chinese online retailer's remarks on Monday that it does not expect any business impact from a wave of regulations hitting the industry at home.</p>\n<p>Other shares of Chinese companies listed on U.S. exchanges were bouncing back as well, with the Invesco Golden Dragon ETF&nbsp;jumping 8.0%.</p>\n<p>Cybersecurity firm <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> Inc&nbsp;advanced18.6% as brokerages raised their price targets following its full-year forecast beat.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.17-to-1 ratio; on Nasdaq, a 1.82-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 28 new 52-week highs and <a href=\"https://laohu8.com/S/AONE.U\">one</a> new low; the Nasdaq Composite recorded 96 new highs and 37 new lows.</p>\n<p>Volume on U.S. exchanges was 8.97 billion shares, compared with the 9.08 billion average over the last 20 trading days.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall St extends rally, pushing S&P 500 to 50th all-time high close this year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall St extends rally, pushing S&P 500 to 50th all-time high close this year\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-25 04:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, Aug 24 (Reuters) - Wall Street ended higher in a late-summer, light volume rally on Tuesday as the FDA's full approval of a COVID-19 vaccine on Monday and the absence of negative catalysts kept risk appetite alive ahead of the much-anticipated Jackson Hole Symposium.</p>\n<p>All three major U.S. stock indexes advanced higher, with the S&amp;P 500 and the Nasdaq closing at all-time closing highs.</p>\n<p>The session marked the S&amp;P 500's 50th record high close so far this year.</p>\n<p>Tech and tech-adjacent megacaps were once again doing the heavy lifting, but economically sensitive cyclicals and smallcaps&nbsp;outperformed the broader market.</p>\n<p>\"Investors are looking at the horizon at the big Jackson Hole meeting on the horizon,\" Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina, referring to the Federal Reserve’s annual economic symposium on Friday. \"But for now the feel-good from yesterday’s vaccine news is still in the air.\"</p>\n<p>The Food and Drug Administration's full approval of the Pfizer-BioNTech COVID-19 vaccine on Monday fueled optimism over economic recovery which spilled into Tuesday's session.</p>\n<p>Travel and leisure sectors, associated with economic re-engagement, outperformed the broader market. The S&amp;P 1500 Airline and Hotel/Restaurant/Leisure indexes gained up 3.7% and 1.6%, respectively.</p>\n<p>\"We have energy, retail, travel, leisure, financials, and small caps all doing well today,\" Detrick said. \"And that’s a sign that the reopening is alive and well.\"</p>\n<p>Recent economic indicators suggest the recovery from the most abrupt recession in U.S. history is headed in the right direction, but not to the extent that is likely to prompt the Fed to tighten its dovish monetary policy.</p>\n<p>Fed Chair Jerome Powell is due to meet with other world bank leaders when the Jackson Hole Symposium convenes later this week, and his remarks will be closely parsed for any clues regarding the Fed's tapering of asset purchases and hiking key interest rates.</p>\n<p>The event will take place virtually and not in person due to the spread of COVID-19 in the county, which has reduced expectations that any major announcement will be made at the event.</p>\n<p>\"The fact that the Fed is having a virtual (Jackson Hole) meeting tells you that they might be thinking maybe they need to keep supporting the economy,\" said Detrick.</p>\n<p>The Dow Jones Industrial Average&nbsp;rose 30.55 points, or 0.09%, to 35,366.26, the S&amp;P 500&nbsp;gained 6.7 points, or 0.15%, to 4,486.23 and the Nasdaq Composite&nbsp;added 77.15 points, or 0.52%, to 15,019.80.</p>\n<p>Energy&nbsp;was the top gainer among the 11 major sectors in the S&amp;P 500, boosted by the continued rally in crude prices.</p>\n<p>Best Buy Co Inc&nbsp;jumped 8.3% after the electronics retailer beat analyst earnings expectations and raised its full year sales forecast.</p>\n<p>U.S.-listed shares of China-based e-commerce platform Pinduoduo Inc&nbsp;surged 22.2% after reporting its first ever quarterly profit.</p>\n<p>JD.com&nbsp;gained 14.4% in the wake of the Chinese online retailer's remarks on Monday that it does not expect any business impact from a wave of regulations hitting the industry at home.</p>\n<p>Other shares of Chinese companies listed on U.S. exchanges were bouncing back as well, with the Invesco Golden Dragon ETF&nbsp;jumping 8.0%.</p>\n<p>Cybersecurity firm <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> Inc&nbsp;advanced18.6% as brokerages raised their price targets following its full-year forecast beat.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.17-to-1 ratio; on Nasdaq, a 1.82-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 28 new 52-week highs and <a href=\"https://laohu8.com/S/AONE.U\">one</a> new low; the Nasdaq Composite recorded 96 new highs and 37 new lows.</p>\n<p>Volume on U.S. exchanges was 8.97 billion shares, compared with the 9.08 billion average over the last 20 trading days.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SPY":"标普500ETF","SSO":"两倍做多标普500ETF","SH":"标普500反向ETF","IVV":"标普500指数ETF","SPXU":"三倍做空标普500ETF",".DJI":"道琼斯","SDS":"两倍做空标普500ETF",".IXIC":"NASDAQ Composite","OEX":"标普100","UPRO":"三倍做多标普500ETF","OEF":"标普100指数ETF-iShares",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162087564","content_text":"NEW YORK, Aug 24 (Reuters) - Wall Street ended higher in a late-summer, light volume rally on Tuesday as the FDA's full approval of a COVID-19 vaccine on Monday and the absence of negative catalysts kept risk appetite alive ahead of the much-anticipated Jackson Hole Symposium.\nAll three major U.S. stock indexes advanced higher, with the S&P 500 and the Nasdaq closing at all-time closing highs.\nThe session marked the S&P 500's 50th record high close so far this year.\nTech and tech-adjacent megacaps were once again doing the heavy lifting, but economically sensitive cyclicals and smallcaps outperformed the broader market.\n\"Investors are looking at the horizon at the big Jackson Hole meeting on the horizon,\" Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina, referring to the Federal Reserve’s annual economic symposium on Friday. \"But for now the feel-good from yesterday’s vaccine news is still in the air.\"\nThe Food and Drug Administration's full approval of the Pfizer-BioNTech COVID-19 vaccine on Monday fueled optimism over economic recovery which spilled into Tuesday's session.\nTravel and leisure sectors, associated with economic re-engagement, outperformed the broader market. The S&P 1500 Airline and Hotel/Restaurant/Leisure indexes gained up 3.7% and 1.6%, respectively.\n\"We have energy, retail, travel, leisure, financials, and small caps all doing well today,\" Detrick said. \"And that’s a sign that the reopening is alive and well.\"\nRecent economic indicators suggest the recovery from the most abrupt recession in U.S. history is headed in the right direction, but not to the extent that is likely to prompt the Fed to tighten its dovish monetary policy.\nFed Chair Jerome Powell is due to meet with other world bank leaders when the Jackson Hole Symposium convenes later this week, and his remarks will be closely parsed for any clues regarding the Fed's tapering of asset purchases and hiking key interest rates.\nThe event will take place virtually and not in person due to the spread of COVID-19 in the county, which has reduced expectations that any major announcement will be made at the event.\n\"The fact that the Fed is having a virtual (Jackson Hole) meeting tells you that they might be thinking maybe they need to keep supporting the economy,\" said Detrick.\nThe Dow Jones Industrial Average rose 30.55 points, or 0.09%, to 35,366.26, the S&P 500 gained 6.7 points, or 0.15%, to 4,486.23 and the Nasdaq Composite added 77.15 points, or 0.52%, to 15,019.80.\nEnergy was the top gainer among the 11 major sectors in the S&P 500, boosted by the continued rally in crude prices.\nBest Buy Co Inc jumped 8.3% after the electronics retailer beat analyst earnings expectations and raised its full year sales forecast.\nU.S.-listed shares of China-based e-commerce platform Pinduoduo Inc surged 22.2% after reporting its first ever quarterly profit.\nJD.com gained 14.4% in the wake of the Chinese online retailer's remarks on Monday that it does not expect any business impact from a wave of regulations hitting the industry at home.\nOther shares of Chinese companies listed on U.S. exchanges were bouncing back as well, with the Invesco Golden Dragon ETF jumping 8.0%.\nCybersecurity firm Palo Alto Networks Inc advanced18.6% as brokerages raised their price targets following its full-year forecast beat.\nAdvancing issues outnumbered declining ones on the NYSE by a 2.17-to-1 ratio; on Nasdaq, a 1.82-to-1 ratio favored advancers.\nThe S&P 500 posted 28 new 52-week highs and one new low; the Nasdaq Composite recorded 96 new highs and 37 new lows.\nVolume on U.S. exchanges was 8.97 billion shares, compared with the 9.08 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835222174,"gmtCreate":1629722334698,"gmtModify":1676530111065,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"Will&nbsp;Bitcoin rally pull the rest of the market along?","listText":"Will&nbsp;Bitcoin rally pull the rest of the market along?","text":"Will Bitcoin rally pull the rest of the market along?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/835222174","repostId":"1132832038","repostType":4,"repost":{"id":"1132832038","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":1629720645,"share":"https://ttm.financial/m/news/1132832038?lang=&edition=fundamental","pubTime":"2021-08-23 20:10","market":"us","language":"en","title":"Toplines Before US Market Open on Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1132832038","media":"Tiger Newspress","summary":"Futures rebound as oil stocks jump; PMI data in focus\n\n\nBitcoin rises above $50,000; crypto stocks r","content":"<ul>\n <li>Futures rebound as oil stocks jump; PMI data in focus</li>\n</ul>\n<ul>\n <li>Bitcoin rises above $50,000; crypto stocks rallies</li>\n</ul>\n<p>U.S. stock index futures rose on Monday, with oil shares leading the pack, as investors returned to riskier assets after a sharp selloff last week on worries about a slowing pace of U.S. economic growth.</p>\n<p>At 8:00 a.m. ET, Dow e-minis were up 160 points, or 0.46%, S&amp;P 500 e-minis were up 15.5 points, or 0.35%, and Nasdaq 100 e-minis were up 47.25 points, or 0.31%.</p>\n<p><img src=\"https://static.tigerbbs.com/a9448ca2bf64498be143abe1a2cad2ec\" tg-width=\"1080\" tg-height=\"373\" referrerpolicy=\"no-referrer\"></p>\n<p>Apple Inc, Amazon.com&nbsp;and Tesla Inc&nbsp;were all up between 0.3% and 1% before the opening bell.</p>\n<p>Oil majors Chevron Corp, Exxon Mobil, Schlumberger NV&nbsp;and Occidental Petroleum&nbsp;gained between 2% and 3.6% in premarket trading, tracking a 3% jump in crude prices.</p>\n<p>IHS-Markit's flash reading of U.S. business activity, due at 9:45 a.m. ET, is expected to retreat in August to 58.3 from 59.9 in July.</p>\n<p>Focus is now on the Fed's annual economic symposium in Jackson Hole, Wyoming, for more insight on the timeline for the central bank's tapering of its asset purchases. The summit will be held virtually on Aug. 27 for the second straight year.</p>\n<p><b>Stocks making the biggest moves premarket:</b></p>\n<p>Boeing(BA) – Boeing added 1.4% in the premarket, following news that it planned to invest in a SPAC merger planned later this year by Richard Branson’s satellite launch company Virgin Orbit. Virgin Orbit plans to merge with blank-check companyNextGen Acquisition(XOS), whose shares jumped 6% following the announcement.</p>\n<p>Coinbase(COIN) – Coinbase jumped 3.6% in premarket trading, with the cryptocurrency exchange’s stock benefiting from bitcoin rising to its highest level since early May. Shares of the business analytics company&nbsp;MicroStrategy(MSTR) – which has extensive bitcoin holdings – rallied 3.9%.</p>\n<p>Pfizer(PFE),BioNTech(BNTX) – The drug makers are expected to receive full FDA approval for their Covid-19 vaccine as soon as today, according to multiple reports. The vaccine had received emergency use authorization in late 2020. Pfizer added 3.3% in premarket action while BioNTech surged 7.1%.Moderna(MRNA) is also in the process of applying for full FDA approval of its Covid-19 vaccine and its shares rose 2.7%.</p>\n<p>Trillium Therapeutics(TRIL) – Pfizer said it would buy the portion of the cancer therapy specialist that it doesn’t already own in a deal worth $2.26 billion or $18.50 per share in cash. That compares to Trillium’s Friday close of $6.09 per share. Pfizer had invested $25 million in Trillium in September 2020. Trillium shares nearly tripled in premarket trading.</p>\n<p>General Motors(GM) – General Motors expanded the recall of its Chevy Bolt electric car to include newer models, a move that will cost the automaker an additional $1 billion. The recall will address an issue that can increase the risk of battery fires. GM fell 1.5% in the premarket.</p>\n<p>Uber(UBER),Lyft(LYFT),DoorDash(DASH) – These stocks are on watch after a California judge ruled the state’s “gig workers” law was unconstitutional. California voters had approved a ballot measure last November allowing those companies to treat workers as independent contractors rather than employees. The companies – which lobbied extensively for passage of the measure – plan to appeal. Uber tumbled 4.2% in premarket trading, with Lyft sliding 5.1% and DoorDash also losing 2.2%.</p>\n<p>PayPal(PYPL) – PayPal will allow customers in the UK to buy, hold and sell cryptocurrencies beginning this week, its first rollout of cryptocurrency services outside the United States. PayPal added 1% in the premarket.</p>\n<p>Robinhood(HOOD) – The company behind the popular trading app was added to coverage at a handful of investment firms following its late July initial public offering, including Goldman Sachs (neutral rating), Mizuho (buy), JMP Securities (outperform), Barclays (equal weight) and Piper Sandler (neutral). Robinhood added 3.7% in the premarket.</p>\n<p>JD.com(JD) – The Chinese e-commerce company reported better-than-expected profit and revenue for the second quarter while adding a record number of new users.</p>\n<p>Walt Disney Co(DIS)&nbsp; –&nbsp;Walt Disney&nbsp;rose 0.9% after the media company raked in $125 million in online revenue from Marvel superhero film \"Black Widow\".</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>Toplines Before US Market Open on Monday</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\">\nToplines Before US Market Open on Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-23 20:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Futures rebound as oil stocks jump; PMI data in focus</li>\n</ul>\n<ul>\n <li>Bitcoin rises above $50,000; crypto stocks rallies</li>\n</ul>\n<p>U.S. stock index futures rose on Monday, with oil shares leading the pack, as investors returned to riskier assets after a sharp selloff last week on worries about a slowing pace of U.S. economic growth.</p>\n<p>At 8:00 a.m. ET, Dow e-minis were up 160 points, or 0.46%, S&amp;P 500 e-minis were up 15.5 points, or 0.35%, and Nasdaq 100 e-minis were up 47.25 points, or 0.31%.</p>\n<p><img src=\"https://static.tigerbbs.com/a9448ca2bf64498be143abe1a2cad2ec\" tg-width=\"1080\" tg-height=\"373\" referrerpolicy=\"no-referrer\"></p>\n<p>Apple Inc, Amazon.com&nbsp;and Tesla Inc&nbsp;were all up between 0.3% and 1% before the opening bell.</p>\n<p>Oil majors Chevron Corp, Exxon Mobil, Schlumberger NV&nbsp;and Occidental Petroleum&nbsp;gained between 2% and 3.6% in premarket trading, tracking a 3% jump in crude prices.</p>\n<p>IHS-Markit's flash reading of U.S. business activity, due at 9:45 a.m. ET, is expected to retreat in August to 58.3 from 59.9 in July.</p>\n<p>Focus is now on the Fed's annual economic symposium in Jackson Hole, Wyoming, for more insight on the timeline for the central bank's tapering of its asset purchases. The summit will be held virtually on Aug. 27 for the second straight year.</p>\n<p><b>Stocks making the biggest moves premarket:</b></p>\n<p>Boeing(BA) – Boeing added 1.4% in the premarket, following news that it planned to invest in a SPAC merger planned later this year by Richard Branson’s satellite launch company Virgin Orbit. Virgin Orbit plans to merge with blank-check companyNextGen Acquisition(XOS), whose shares jumped 6% following the announcement.</p>\n<p>Coinbase(COIN) – Coinbase jumped 3.6% in premarket trading, with the cryptocurrency exchange’s stock benefiting from bitcoin rising to its highest level since early May. Shares of the business analytics company&nbsp;MicroStrategy(MSTR) – which has extensive bitcoin holdings – rallied 3.9%.</p>\n<p>Pfizer(PFE),BioNTech(BNTX) – The drug makers are expected to receive full FDA approval for their Covid-19 vaccine as soon as today, according to multiple reports. The vaccine had received emergency use authorization in late 2020. Pfizer added 3.3% in premarket action while BioNTech surged 7.1%.Moderna(MRNA) is also in the process of applying for full FDA approval of its Covid-19 vaccine and its shares rose 2.7%.</p>\n<p>Trillium Therapeutics(TRIL) – Pfizer said it would buy the portion of the cancer therapy specialist that it doesn’t already own in a deal worth $2.26 billion or $18.50 per share in cash. That compares to Trillium’s Friday close of $6.09 per share. Pfizer had invested $25 million in Trillium in September 2020. Trillium shares nearly tripled in premarket trading.</p>\n<p>General Motors(GM) – General Motors expanded the recall of its Chevy Bolt electric car to include newer models, a move that will cost the automaker an additional $1 billion. The recall will address an issue that can increase the risk of battery fires. GM fell 1.5% in the premarket.</p>\n<p>Uber(UBER),Lyft(LYFT),DoorDash(DASH) – These stocks are on watch after a California judge ruled the state’s “gig workers” law was unconstitutional. California voters had approved a ballot measure last November allowing those companies to treat workers as independent contractors rather than employees. The companies – which lobbied extensively for passage of the measure – plan to appeal. Uber tumbled 4.2% in premarket trading, with Lyft sliding 5.1% and DoorDash also losing 2.2%.</p>\n<p>PayPal(PYPL) – PayPal will allow customers in the UK to buy, hold and sell cryptocurrencies beginning this week, its first rollout of cryptocurrency services outside the United States. PayPal added 1% in the premarket.</p>\n<p>Robinhood(HOOD) – The company behind the popular trading app was added to coverage at a handful of investment firms following its late July initial public offering, including Goldman Sachs (neutral rating), Mizuho (buy), JMP Securities (outperform), Barclays (equal weight) and Piper Sandler (neutral). Robinhood added 3.7% in the premarket.</p>\n<p>JD.com(JD) – The Chinese e-commerce company reported better-than-expected profit and revenue for the second quarter while adding a record number of new users.</p>\n<p>Walt Disney Co(DIS)&nbsp; –&nbsp;Walt Disney&nbsp;rose 0.9% after the media company raked in $125 million in online revenue from Marvel superhero film \"Black Widow\".</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","HOOD":"Robinhood","LYFT":"Lyft, Inc.","BA":"波音","PYPL":"PayPal",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","GM":"通用汽车",".SPX":"S&P 500 Index","UBER":"优步","TRIL":"Trillium Therapeutics Inc.","09618":"京东集团-SW","DASH":"DoorDash, Inc.","DIS":"迪士尼","JD":"京东","BNTX":"BioNTech SE","PFE":"辉瑞"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132832038","content_text":"Futures rebound as oil stocks jump; PMI data in focus\n\n\nBitcoin rises above $50,000; crypto stocks rallies\n\nU.S. stock index futures rose on Monday, with oil shares leading the pack, as investors returned to riskier assets after a sharp selloff last week on worries about a slowing pace of U.S. economic growth.\nAt 8:00 a.m. ET, Dow e-minis were up 160 points, or 0.46%, S&P 500 e-minis were up 15.5 points, or 0.35%, and Nasdaq 100 e-minis were up 47.25 points, or 0.31%.\n\nApple Inc, Amazon.com and Tesla Inc were all up between 0.3% and 1% before the opening bell.\nOil majors Chevron Corp, Exxon Mobil, Schlumberger NV and Occidental Petroleum gained between 2% and 3.6% in premarket trading, tracking a 3% jump in crude prices.\nIHS-Markit's flash reading of U.S. business activity, due at 9:45 a.m. ET, is expected to retreat in August to 58.3 from 59.9 in July.\nFocus is now on the Fed's annual economic symposium in Jackson Hole, Wyoming, for more insight on the timeline for the central bank's tapering of its asset purchases. The summit will be held virtually on Aug. 27 for the second straight year.\nStocks making the biggest moves premarket:\nBoeing(BA) – Boeing added 1.4% in the premarket, following news that it planned to invest in a SPAC merger planned later this year by Richard Branson’s satellite launch company Virgin Orbit. Virgin Orbit plans to merge with blank-check companyNextGen Acquisition(XOS), whose shares jumped 6% following the announcement.\nCoinbase(COIN) – Coinbase jumped 3.6% in premarket trading, with the cryptocurrency exchange’s stock benefiting from bitcoin rising to its highest level since early May. Shares of the business analytics company MicroStrategy(MSTR) – which has extensive bitcoin holdings – rallied 3.9%.\nPfizer(PFE),BioNTech(BNTX) – The drug makers are expected to receive full FDA approval for their Covid-19 vaccine as soon as today, according to multiple reports. The vaccine had received emergency use authorization in late 2020. Pfizer added 3.3% in premarket action while BioNTech surged 7.1%.Moderna(MRNA) is also in the process of applying for full FDA approval of its Covid-19 vaccine and its shares rose 2.7%.\nTrillium Therapeutics(TRIL) – Pfizer said it would buy the portion of the cancer therapy specialist that it doesn’t already own in a deal worth $2.26 billion or $18.50 per share in cash. That compares to Trillium’s Friday close of $6.09 per share. Pfizer had invested $25 million in Trillium in September 2020. Trillium shares nearly tripled in premarket trading.\nGeneral Motors(GM) – General Motors expanded the recall of its Chevy Bolt electric car to include newer models, a move that will cost the automaker an additional $1 billion. The recall will address an issue that can increase the risk of battery fires. GM fell 1.5% in the premarket.\nUber(UBER),Lyft(LYFT),DoorDash(DASH) – These stocks are on watch after a California judge ruled the state’s “gig workers” law was unconstitutional. California voters had approved a ballot measure last November allowing those companies to treat workers as independent contractors rather than employees. The companies – which lobbied extensively for passage of the measure – plan to appeal. Uber tumbled 4.2% in premarket trading, with Lyft sliding 5.1% and DoorDash also losing 2.2%.\nPayPal(PYPL) – PayPal will allow customers in the UK to buy, hold and sell cryptocurrencies beginning this week, its first rollout of cryptocurrency services outside the United States. PayPal added 1% in the premarket.\nRobinhood(HOOD) – The company behind the popular trading app was added to coverage at a handful of investment firms following its late July initial public offering, including Goldman Sachs (neutral rating), Mizuho (buy), JMP Securities (outperform), Barclays (equal weight) and Piper Sandler (neutral). Robinhood added 3.7% in the premarket.\nJD.com(JD) – The Chinese e-commerce company reported better-than-expected profit and revenue for the second quarter while adding a record number of new users.\nWalt Disney Co(DIS)  – Walt Disney rose 0.9% after the media company raked in $125 million in online revenue from Marvel superhero film \"Black Widow\".","news_type":1},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140738130,"gmtCreate":1625672346620,"gmtModify":1703746238423,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"Go AAPL!!","listText":"Go AAPL!!","text":"Go AAPL!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/140738130","repostId":"1101799762","repostType":4,"repost":{"id":"1101799762","pubTimestamp":1625665650,"share":"https://ttm.financial/m/news/1101799762?lang=&edition=fundamental","pubTime":"2021-07-07 21:47","market":"us","language":"en","title":"Apple Shares Gain on Samsung Profit Forecast, Treasury Bond Yield Retreat","url":"https://stock-news.laohu8.com/highlight/detail?id=1101799762","media":"Thestreet","summary":"Apple Inc. (AAPL)  shares moved higher Wednesday, and open within touching distance of the stock's J","content":"<p>Apple Inc.&nbsp;(<b>AAPL</b>) &nbsp;shares moved higher Wednesday, and&nbsp;open within touching distance of the stock's January all-time peak, following a pullback in Treasury bond yields and a bullish profit outlook at rival Samsung.</p>\n<p>South Korea-based Samsung, the world's biggest chipmaker, said June quarter profits are likely to rise by 53% from last year to 12.5 trillion won ($11 billion) with analysts betting that an increase in semiconductor shipments, as well as stronger prices for memory chips, will offset a slowdown in handset sales.</p>\n<p>Samsung's flash memory and DRAM chips are important components in Apple's global supply chain.</p>\n<p>Apple was also supported by a $5 price target boost from JPMorgan, which carries an overweight rating on the tech giant, to $170.00 per share. Analyst Samik Chatterjee said that while Apple shares have underperformed \"significantly\" this year, resilient iPhone 12 volumes, as well as historical gains linked to September launch events, are providing upside support for the shares heading into the summer months.</p>\n<p>\"The upside pressure on volumes for the iPhone 12 series, historical outperformance in the July-September time period heading into launch event, and further catalysts in relation to outperformance for iPhone 13 volumes relative to lowered investor expectations implies a very attractive set up for the shares in the second half of the year,\" Chatterjee said.</p>\n<p>\"As we look forward to the next three to six months, we see the shares set up for a strong outperformance, similar to the trends in previous years, but likely with stronger momentum on two key reasons,\" Chatterjee said, noting \"upside pressure to the current generation iPhone 12 product cycle, led by recent momentum and share gains in key geographies, including China\" and \"low expectations going into the iPhone 13 product cycle, which will likely drive an outperformance to expectations.\"</p>\n<p>Apple shares were marked 0.5% higher in pre-market trading Wednesday to indicate an opening bell price of $142.73&nbsp;each, supported in part by a pullback in Treasury bond yields to 1.343%, the lowest since early February.&nbsp;Apple hit a post-split high of $145.09 each on January 25.</p>\n<p>Apple is set to report its third quarter earnings on July 27, with CFO Luca Maestri cautioning investors in late April that the group is likely to experience a \"steeper than usual\" sequential revenue decline thanks in part to supply constraints linked to the global semiconductor shortage following Street-blasting sales of nearly $90 billion for the three months ending in March.</p>\n<p>Apple said iPhone revenues rose 65% from last year to $47.94 billion, well ahead of the $41.7 billion Street forecast, thanks to what CEO Tim Cook called \"strong demand for the iPhone 12 family\".</p>\n<p>Greater China revenues, Apple said, rose 88% from last year's pandemic trough to $17.728 billion, while overall services revenues rose 26.6% to $16.9 billion.</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>Apple Shares Gain on Samsung Profit Forecast, Treasury Bond Yield Retreat</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 Shares Gain on Samsung Profit Forecast, Treasury Bond Yield Retreat\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-07 21:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/apple-gains-on-samsung-profit-forecast-treasury-yield-retreat><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple Inc. (AAPL)  shares moved higher Wednesday, and open within touching distance of the stock's January all-time peak, following a pullback in Treasury bond yields and a bullish profit outlook at ...</p>\n\n<a href=\"https://www.thestreet.com/investing/apple-gains-on-samsung-profit-forecast-treasury-yield-retreat\">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/investing/apple-gains-on-samsung-profit-forecast-treasury-yield-retreat","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101799762","content_text":"Apple Inc. (AAPL)  shares moved higher Wednesday, and open within touching distance of the stock's January all-time peak, following a pullback in Treasury bond yields and a bullish profit outlook at rival Samsung.\nSouth Korea-based Samsung, the world's biggest chipmaker, said June quarter profits are likely to rise by 53% from last year to 12.5 trillion won ($11 billion) with analysts betting that an increase in semiconductor shipments, as well as stronger prices for memory chips, will offset a slowdown in handset sales.\nSamsung's flash memory and DRAM chips are important components in Apple's global supply chain.\nApple was also supported by a $5 price target boost from JPMorgan, which carries an overweight rating on the tech giant, to $170.00 per share. Analyst Samik Chatterjee said that while Apple shares have underperformed \"significantly\" this year, resilient iPhone 12 volumes, as well as historical gains linked to September launch events, are providing upside support for the shares heading into the summer months.\n\"The upside pressure on volumes for the iPhone 12 series, historical outperformance in the July-September time period heading into launch event, and further catalysts in relation to outperformance for iPhone 13 volumes relative to lowered investor expectations implies a very attractive set up for the shares in the second half of the year,\" Chatterjee said.\n\"As we look forward to the next three to six months, we see the shares set up for a strong outperformance, similar to the trends in previous years, but likely with stronger momentum on two key reasons,\" Chatterjee said, noting \"upside pressure to the current generation iPhone 12 product cycle, led by recent momentum and share gains in key geographies, including China\" and \"low expectations going into the iPhone 13 product cycle, which will likely drive an outperformance to expectations.\"\nApple shares were marked 0.5% higher in pre-market trading Wednesday to indicate an opening bell price of $142.73 each, supported in part by a pullback in Treasury bond yields to 1.343%, the lowest since early February. Apple hit a post-split high of $145.09 each on January 25.\nApple is set to report its third quarter earnings on July 27, with CFO Luca Maestri cautioning investors in late April that the group is likely to experience a \"steeper than usual\" sequential revenue decline thanks in part to supply constraints linked to the global semiconductor shortage following Street-blasting sales of nearly $90 billion for the three months ending in March.\nApple said iPhone revenues rose 65% from last year to $47.94 billion, well ahead of the $41.7 billion Street forecast, thanks to what CEO Tim Cook called \"strong demand for the iPhone 12 family\".\nGreater China revenues, Apple said, rose 88% from last year's pandemic trough to $17.728 billion, while overall services revenues rose 26.6% to $16.9 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036189797,"gmtCreate":1647011717471,"gmtModify":1676534187484,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"It's a big risk but also a big opportunity if we pick well...","listText":"It's a big risk but also a big opportunity if we pick well...","text":"It's a big risk but also a big opportunity if we pick well...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036189797","repostId":"1119275067","repostType":4,"repost":{"id":"1119275067","pubTimestamp":1646964789,"share":"https://ttm.financial/m/news/1119275067?lang=&edition=fundamental","pubTime":"2022-03-11 10:13","market":"us","language":"en","title":"Why Are Chinese Stocks BABA, JD, BIDU, PDD, BILI, TCEHY Down Thursday?","url":"https://stock-news.laohu8.com/highlight/detail?id=1119275067","media":"InvestorPlace","summary":"Chinese stocks are sinking as the SEC cracks down on audit violations","content":"<html><head></head><body><p>Chinese stocks saw a near across-the-board drop today and a number of major players are suffering brutal losses. Why? It appears the slump is due to a recent U.S. Securities and Exchange Commission (SEC) crackdown.</p><p>What’s going on with Chinese stocks today?</p><p>Well, the SEC just listed five U.S.-traded Chinese companies that have failed to follow the Holding Foreign Companies Accountable Act (HFCAA). The American depositary receipts (ADRs), which are securities for shares of non-U.S. companies, may be the first Chinese companies reprimanded for inability to adhere to HFCAA guidelines. Under the act, the SEC could delist them as a result.</p><p>This SEC crackdown has elicited a Chinese stock selloff far and wide. So, which companies have been hit?</p><p><b>Chinese Stocks Suffer Major Losses Amid SEC Crackdown</b></p><p>According to <i>Bloomberg</i>, the <b>Nasdaq</b> <b>Golden Dragon China Index</b> has dropped more than 10% today, nearing its largest drop since 2008. This comes after a strong trading day for Chinese companies on Wednesday, in which the group saw itslargest jumpin “more than a month.”</p><p>A number of large-cap Chinese stocks have been hit by the recent downturn. <b>Alibaba</b>(NYSE:<b><u>BABA</u></b>) is down nearly 8%, while <b>Baidu</b>(NASDAQ:<b><u>BIDU</u></b>) and <b>Tencent</b>(OTCMKTS:<b><u>TCEHY</u></b>) are each down by around 6% or more as of closed. This is actually on the tame side, comparatively. <b>JD.com</b>(NASDAQ:<b><u>JD</u></b>) and <b>Pinduoduo</b>(NASDAQ:<b><u>PDD</u></b>) have dropped over 15% today while <b>Bilibili</b>(NASDAQ:<b><u>BILI</u></b>) has dropped more than 14%. While the markets are down across the board today, Chinese stocks are getting hit particularly hard. Fears of regulatory oversight has clearly presented a bearish sign to many investors.</p><p>It’s unclear whether the HFCAA violations will grow legitimate thorns. But rest assured, investors will be keeping a close eye on Chinese companies going forward into the year.</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>Why Are Chinese Stocks BABA, JD, BIDU, PDD, BILI, TCEHY Down Thursday?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Are Chinese Stocks BABA, JD, BIDU, PDD, BILI, TCEHY Down Thursday?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-11 10:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/why-are-chinese-stocks-baba-jd-bidu-pdd-bili-tcehy-down-today/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chinese stocks saw a near across-the-board drop today and a number of major players are suffering brutal losses. Why? It appears the slump is due to a recent U.S. Securities and Exchange Commission (...</p>\n\n<a href=\"https://investorplace.com/2022/03/why-are-chinese-stocks-baba-jd-bidu-pdd-bili-tcehy-down-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东","PDD":"拼多多","BIDU":"百度","TCEHY":"腾讯控股ADR","BILI":"哔哩哔哩","BABA":"阿里巴巴"},"source_url":"https://investorplace.com/2022/03/why-are-chinese-stocks-baba-jd-bidu-pdd-bili-tcehy-down-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119275067","content_text":"Chinese stocks saw a near across-the-board drop today and a number of major players are suffering brutal losses. Why? It appears the slump is due to a recent U.S. Securities and Exchange Commission (SEC) crackdown.What’s going on with Chinese stocks today?Well, the SEC just listed five U.S.-traded Chinese companies that have failed to follow the Holding Foreign Companies Accountable Act (HFCAA). The American depositary receipts (ADRs), which are securities for shares of non-U.S. companies, may be the first Chinese companies reprimanded for inability to adhere to HFCAA guidelines. Under the act, the SEC could delist them as a result.This SEC crackdown has elicited a Chinese stock selloff far and wide. So, which companies have been hit?Chinese Stocks Suffer Major Losses Amid SEC CrackdownAccording to Bloomberg, the Nasdaq Golden Dragon China Index has dropped more than 10% today, nearing its largest drop since 2008. This comes after a strong trading day for Chinese companies on Wednesday, in which the group saw itslargest jumpin “more than a month.”A number of large-cap Chinese stocks have been hit by the recent downturn. Alibaba(NYSE:BABA) is down nearly 8%, while Baidu(NASDAQ:BIDU) and Tencent(OTCMKTS:TCEHY) are each down by around 6% or more as of closed. This is actually on the tame side, comparatively. JD.com(NASDAQ:JD) and Pinduoduo(NASDAQ:PDD) have dropped over 15% today while Bilibili(NASDAQ:BILI) has dropped more than 14%. While the markets are down across the board today, Chinese stocks are getting hit particularly hard. Fears of regulatory oversight has clearly presented a bearish sign to many investors.It’s unclear whether the HFCAA violations will grow legitimate thorns. But rest assured, investors will be keeping a close eye on Chinese companies going forward into the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000463","authorId":"9000000000000463","name":"MurrayBulwer","avatar":"https://static.tigerbbs.com/b11c256c9adb7debe80fba544b0e6b3d","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000463","authorIdStr":"9000000000000463"},"content":"That's true. If you grasp it well, the recent market can make people earn a lot of money and lose a lot of money.","text":"That's true. If you grasp it well, the recent market can make people earn a lot of money and lose a lot of money.","html":"That's true. If you grasp it well, the recent market can make people earn a lot of money and lose a lot of money."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094888042,"gmtCreate":1645109493922,"gmtModify":1676533998158,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"Totally irrational!!!","listText":"Totally irrational!!!","text":"Totally irrational!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094888042","repostId":"1154478372","repostType":4,"repost":{"id":"1154478372","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":1645109247,"share":"https://ttm.financial/m/news/1154478372?lang=&edition=fundamental","pubTime":"2022-02-17 22:47","market":"us","language":"en","title":"Nvidia Shares Fell 6% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1154478372","media":"Tiger Newspress","summary":"Nvidia shares fell 6% in morning trading.In the “weird world” of Nvidia, investors’ expectations are","content":"<html><head></head><body><p>Nvidia shares fell 6% in morning trading.<img src=\"https://static.tigerbbs.com/90547422f5394190dca3cc70b2b764c8\" tg-width=\"717\" tg-height=\"610\" referrerpolicy=\"no-referrer\"/>In the “weird world” of Nvidia, investors’ expectations are always different than the consensus estimate, Vital Knowledge analyst Adam Crisafulli said in a note. Investors may have been looking for more upside, but within the next day or so, they’ll probably come back to the realization that Nvidia has “some of the best fundamental prospects in tech,” he said.</p><p>There were some weak spots last quarter. Sales of Nvidia’s auto chips were lower than projected. And its adjusted gross margin came in at 67% -- shy of the 67.1% analysts estimated and below what some chipmakers have reported recently. Analog Devices Inc. had a margin of 72% when it delivered its quarterly results earlier Wednesday.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Shares Fell 6% 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\">\nNvidia Shares Fell 6% 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\">2022-02-17 22:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia shares fell 6% in morning trading.<img src=\"https://static.tigerbbs.com/90547422f5394190dca3cc70b2b764c8\" tg-width=\"717\" tg-height=\"610\" referrerpolicy=\"no-referrer\"/>In the “weird world” of Nvidia, investors’ expectations are always different than the consensus estimate, Vital Knowledge analyst Adam Crisafulli said in a note. Investors may have been looking for more upside, but within the next day or so, they’ll probably come back to the realization that Nvidia has “some of the best fundamental prospects in tech,” he said.</p><p>There were some weak spots last quarter. Sales of Nvidia’s auto chips were lower than projected. And its adjusted gross margin came in at 67% -- shy of the 67.1% analysts estimated and below what some chipmakers have reported recently. Analog Devices Inc. had a margin of 72% when it delivered its quarterly results earlier Wednesday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154478372","content_text":"Nvidia shares fell 6% in morning trading.In the “weird world” of Nvidia, investors’ expectations are always different than the consensus estimate, Vital Knowledge analyst Adam Crisafulli said in a note. Investors may have been looking for more upside, but within the next day or so, they’ll probably come back to the realization that Nvidia has “some of the best fundamental prospects in tech,” he said.There were some weak spots last quarter. Sales of Nvidia’s auto chips were lower than projected. And its adjusted gross margin came in at 67% -- shy of the 67.1% analysts estimated and below what some chipmakers have reported recently. Analog Devices Inc. had a margin of 72% when it delivered its quarterly results earlier Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815447163,"gmtCreate":1630716327352,"gmtModify":1676530381981,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"Wow, Its going up &amp; up!! Carry it forard!","listText":"Wow, Its going up &amp; up!! Carry it forard!","text":"Wow, Its going up & up!! Carry it forard!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/815447163","repostId":"1105876391","repostType":4,"repost":{"id":"1105876391","pubTimestamp":1630680345,"share":"https://ttm.financial/m/news/1105876391?lang=&edition=fundamental","pubTime":"2021-09-03 22:45","market":"us","language":"en","title":"Bitcoin may be clearing resistance at 3-month high; Ether rallies to $4K","url":"https://stock-news.laohu8.com/highlight/detail?id=1105876391","media":"seekingalpha","summary":"Recently, Ethereum has been on a tear, surging ~130% from its trough in mid-July, but Bitcoin contin","content":"<ul>\n <li>Recently, Ethereum&nbsp;has been on a tear,&nbsp;surging ~130%&nbsp;from its trough in mid-July, but Bitcoin&nbsp;continues to underperform Ether's price growth,&nbsp;climbing a mere ~75%&nbsp;in the same time frame.</li>\n <li>Ether&nbsp;is clearly ahead of the game, rising to 3-month highs on Wednesday, while Bitcoin (BTC-USD) rose to its highest level in&nbsp;three months on Friday.</li>\n <li>If the price of BTC fully breaks out of strong $50K resistance, there may be a case of 'fear of missing out', or FOMO traders coming back into the crypto market to take advantage of any upside momentum, Forex Trader Christopher Lewis notes in a&nbsp;blog post.</li>\n <li>Bitcoin's (BTC-USD) network hash rate has also improved from its trough in end-June, standing at 129.2 exahashes per second, which is already up 5 EH/s from the start of the week, implying more upside for BTC if the hash rate continues to climb,&nbsp;Cointelegraph reports.</li>\n</ul>\n<ul>\n <li>Bitcoin&nbsp;is testing $51K, while ETH flirts with $4K level.</li>\n <li>Bitcoin-related&nbsp;stocks&nbsp;were&nbsp;moving&nbsp;higher,BTCM&nbsp;shares&nbsp;rose&nbsp;nearly&nbsp;10%.</li>\n</ul>\n<ul>\n <p></p>\n</ul>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bitcoin may be clearing resistance at 3-month high; Ether rallies to $4K</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\">\nBitcoin may be clearing resistance at 3-month high; Ether rallies to $4K\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-03 22:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3737159-bitcoin-finally-soars-to-3-month-high-ether-rallies-to-4k><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recently, Ethereum has been on a tear, surging ~130% from its trough in mid-July, but Bitcoin continues to underperform Ether's price growth, climbing a mere ~75% in the same time frame.\nEther is ...</p>\n\n<a href=\"https://seekingalpha.com/news/3737159-bitcoin-finally-soars-to-3-month-high-ether-rallies-to-4k\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FTFT":"富册金融科技","COIN":"Coinbase Global, Inc.","BTCM":"BIT Mining"},"source_url":"https://seekingalpha.com/news/3737159-bitcoin-finally-soars-to-3-month-high-ether-rallies-to-4k","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1105876391","content_text":"Recently, Ethereum has been on a tear, surging ~130% from its trough in mid-July, but Bitcoin continues to underperform Ether's price growth, climbing a mere ~75% in the same time frame.\nEther is clearly ahead of the game, rising to 3-month highs on Wednesday, while Bitcoin (BTC-USD) rose to its highest level in three months on Friday.\nIf the price of BTC fully breaks out of strong $50K resistance, there may be a case of 'fear of missing out', or FOMO traders coming back into the crypto market to take advantage of any upside momentum, Forex Trader Christopher Lewis notes in a blog post.\nBitcoin's (BTC-USD) network hash rate has also improved from its trough in end-June, standing at 129.2 exahashes per second, which is already up 5 EH/s from the start of the week, implying more upside for BTC if the hash rate continues to climb, Cointelegraph reports.\n\n\nBitcoin is testing $51K, while ETH flirts with $4K level.\nBitcoin-related stocks were moving higher,BTCM shares rose nearly 10%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815696073,"gmtCreate":1630673099492,"gmtModify":1676530372323,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"I know u may not like&nbsp;to hear this… but isn’t it time for a market correction? ?","listText":"I know u may not like&nbsp;to hear this… but isn’t it time for a market correction? ?","text":"I know u may not like to hear this… but isn’t it time for a market correction? ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/815696073","repostId":"1136001031","repostType":4,"repost":{"id":"1136001031","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":1630672320,"share":"https://ttm.financial/m/news/1136001031?lang=&edition=fundamental","pubTime":"2021-09-03 20:32","market":"us","language":"en","title":"August nonfarm payrolls increase 235,000 vs. 720,000 estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=1136001031","media":"Tiger Newspress","summary":"Job creation for August was a huge disappointment, with the economy adding just 235,000 positions, t","content":"<p>Job creation for August was a huge disappointment, with the economy adding just 235,000 positions, the Labor Department reported Friday.</p>\n<p>Economists surveyed by Dow Jones had been looking for 720,000 new hires.</p>\n<p>The unemployment rate dropped to 5.2% from 5.4%, in line with estimates.</p>\n<p>August’s total was the worst since January and comes with heightened fears of the pandemic and the impact that rising Covid cases could have on what has been so far a mostly robust recovery.</p>\n<p>Weekly jobless filings have fallen to their lowest levels since the early days of the pandemic in March 2020, but a large employment gap remains.</p>\n<p>It’s not that there aren’t enough jobs out there: Placement firm Indeed estimates that there are about 10.5 million openings now, easily a record for the U.S. labor market.</p>\n<p>Federal Reserve officials are watching the jobs numbers closely for clues as to whether they can start easing back some of the policy help they’ve been providing since the pandemic started.</p>\n<p>In recent weeks, central bank leaders have expressed optimism about the employment picture but said they would need to see continued strength before changing course. At stake for now is the Fed’s massive monthly bond-buying program, which could start getting scaled back before the end of the year.</p>\n<p>However, if the jobs data gets softer that could prompt Fed officials to wait until 2022 before tightening.</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>August nonfarm payrolls increase 235,000 vs. 720,000 estimate</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\">\nAugust nonfarm payrolls increase 235,000 vs. 720,000 estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-09-03 20:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Job creation for August was a huge disappointment, with the economy adding just 235,000 positions, the Labor Department reported Friday.</p>\n<p>Economists surveyed by Dow Jones had been looking for 720,000 new hires.</p>\n<p>The unemployment rate dropped to 5.2% from 5.4%, in line with estimates.</p>\n<p>August’s total was the worst since January and comes with heightened fears of the pandemic and the impact that rising Covid cases could have on what has been so far a mostly robust recovery.</p>\n<p>Weekly jobless filings have fallen to their lowest levels since the early days of the pandemic in March 2020, but a large employment gap remains.</p>\n<p>It’s not that there aren’t enough jobs out there: Placement firm Indeed estimates that there are about 10.5 million openings now, easily a record for the U.S. labor market.</p>\n<p>Federal Reserve officials are watching the jobs numbers closely for clues as to whether they can start easing back some of the policy help they’ve been providing since the pandemic started.</p>\n<p>In recent weeks, central bank leaders have expressed optimism about the employment picture but said they would need to see continued strength before changing course. At stake for now is the Fed’s massive monthly bond-buying program, which could start getting scaled back before the end of the year.</p>\n<p>However, if the jobs data gets softer that could prompt Fed officials to wait until 2022 before tightening.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136001031","content_text":"Job creation for August was a huge disappointment, with the economy adding just 235,000 positions, the Labor Department reported Friday.\nEconomists surveyed by Dow Jones had been looking for 720,000 new hires.\nThe unemployment rate dropped to 5.2% from 5.4%, in line with estimates.\nAugust’s total was the worst since January and comes with heightened fears of the pandemic and the impact that rising Covid cases could have on what has been so far a mostly robust recovery.\nWeekly jobless filings have fallen to their lowest levels since the early days of the pandemic in March 2020, but a large employment gap remains.\nIt’s not that there aren’t enough jobs out there: Placement firm Indeed estimates that there are about 10.5 million openings now, easily a record for the U.S. labor market.\nFederal Reserve officials are watching the jobs numbers closely for clues as to whether they can start easing back some of the policy help they’ve been providing since the pandemic started.\nIn recent weeks, central bank leaders have expressed optimism about the employment picture but said they would need to see continued strength before changing course. At stake for now is the Fed’s massive monthly bond-buying program, which could start getting scaled back before the end of the year.\nHowever, if the jobs data gets softer that could prompt Fed officials to wait until 2022 before tightening.","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812606751,"gmtCreate":1630578954873,"gmtModify":1676530345770,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"Wow!! Up 3.7% yesterday and up 3.1% premarket! ?","listText":"Wow!! Up 3.7% yesterday and up 3.1% premarket! ?","text":"Wow!! Up 3.7% yesterday and up 3.1% premarket! ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/812606751","repostId":"1159580926","repostType":4,"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811329784,"gmtCreate":1630290760548,"gmtModify":1676530258759,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"Zoom zoom! To the moon!","listText":"Zoom zoom! To the moon!","text":"Zoom zoom! To the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/811329784","repostId":"1111636215","repostType":4,"repost":{"id":"1111636215","pubTimestamp":1630280127,"share":"https://ttm.financial/m/news/1111636215?lang=&edition=fundamental","pubTime":"2021-08-30 07:35","market":"us","language":"en","title":"Can a hybrid work environment boost Zoom's FQ2 results?","url":"https://stock-news.laohu8.com/highlight/detail?id=1111636215","media":"seekingalpha","summary":"After reporting a strong FQ1, Zoom Video Communications is scheduled to announce FQ2 earnings result","content":"<p>After reporting a strong FQ1, <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video <a href=\"https://laohu8.com/S/JCS\">Communications</a> is scheduled to announce FQ2 earnings results on Monday, August 30th, after market close.</p>\n<p>The consensusEPS Estimate is $1.16(+26.1% Y/Y) and the consensus Revenue Estimate is $990.27M (+49.2% Y/Y).</p>\n<p>Analysts expect free cash flow of $374.1M.</p>\n<p>Over the last 2 years, ZMhas beaten EPS estimates100% of the time and has beaten revenue estimates 100% of the time.</p>\n<p>Over the last 3 months, EPS estimates have seen 18&nbsp;upward revisions&nbsp;and 2 downward. Revenue estimates have seen 16 upward revisions and 0 downward.</p>\n<p>Shares moved -0.14% on June 1, when Zoom reported a 191.4% Y/Y jump in revenue for $956.24M for FQ1,beating analysts' estimates by $48.07M. Non-GAAP EPS was $1.32, beating the consensus by $0.34. The number of customers contributing more than $100,000 in TTM revenue surged 160% Y/Y. At the time of its Q1 results announcement, Zoom guided <a href=\"https://laohu8.com/S/QTWO\">Q2</a> revenue between $985M and $990M and Non-GAAP diluted EPS between $1.14 and $1.15.</p>\n<p>A recent analysis by an SA contributor was very bullish on the stock for the long term, suggesting a large addressable market for the company to tapwith a likely need for remote communication software.</p>\n<p>On August 26, <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> upgraded the Zoom's shares to overweight from equal-weight citing its stronger positioningheading into the second half of the year. However, the company was seeing lower-than-usual trading volume in the middle of the month,pulling shares down. Shares climbed earlier in August, benefitting from the possibility that many businesses will continue topush back plans for workers to return to the office.</p>\n<p>July too was a significant month for Zoom, which agreed to acquire cloud contact center provider <a href=\"https://laohu8.com/S/FIVN\">Five9</a>(NASDAQ:FIVN)in an all-stock deal valuing the latter at ~$14.7B. Zoom also launched itsZoom Apps and Zoom Events serviceson July 21. In June, Zoom also signed an agreement to acquire real-time machine translation service providerKites for undisclosed terms.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can a hybrid work environment boost Zoom's FQ2 results?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCan a hybrid work environment boost Zoom's FQ2 results?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-30 07:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3734957-can-a-hybrid-work-environment-boost-zooms-fq2-results><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After reporting a strong FQ1, Zoom Video Communications is scheduled to announce FQ2 earnings results on Monday, August 30th, after market close.\nThe consensusEPS Estimate is $1.16(+26.1% Y/Y) and the...</p>\n\n<a href=\"https://seekingalpha.com/news/3734957-can-a-hybrid-work-environment-boost-zooms-fq2-results\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://seekingalpha.com/news/3734957-can-a-hybrid-work-environment-boost-zooms-fq2-results","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1111636215","content_text":"After reporting a strong FQ1, Zoom Video Communications is scheduled to announce FQ2 earnings results on Monday, August 30th, after market close.\nThe consensusEPS Estimate is $1.16(+26.1% Y/Y) and the consensus Revenue Estimate is $990.27M (+49.2% Y/Y).\nAnalysts expect free cash flow of $374.1M.\nOver the last 2 years, ZMhas beaten EPS estimates100% of the time and has beaten revenue estimates 100% of the time.\nOver the last 3 months, EPS estimates have seen 18 upward revisions and 2 downward. Revenue estimates have seen 16 upward revisions and 0 downward.\nShares moved -0.14% on June 1, when Zoom reported a 191.4% Y/Y jump in revenue for $956.24M for FQ1,beating analysts' estimates by $48.07M. Non-GAAP EPS was $1.32, beating the consensus by $0.34. The number of customers contributing more than $100,000 in TTM revenue surged 160% Y/Y. At the time of its Q1 results announcement, Zoom guided Q2 revenue between $985M and $990M and Non-GAAP diluted EPS between $1.14 and $1.15.\nA recent analysis by an SA contributor was very bullish on the stock for the long term, suggesting a large addressable market for the company to tapwith a likely need for remote communication software.\nOn August 26, Morgan Stanley upgraded the Zoom's shares to overweight from equal-weight citing its stronger positioningheading into the second half of the year. However, the company was seeing lower-than-usual trading volume in the middle of the month,pulling shares down. Shares climbed earlier in August, benefitting from the possibility that many businesses will continue topush back plans for workers to return to the office.\nJuly too was a significant month for Zoom, which agreed to acquire cloud contact center provider Five9(NASDAQ:FIVN)in an all-stock deal valuing the latter at ~$14.7B. Zoom also launched itsZoom Apps and Zoom Events serviceson July 21. In June, Zoom also signed an agreement to acquire real-time machine translation service providerKites for undisclosed terms.","news_type":1},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835453716,"gmtCreate":1629734155335,"gmtModify":1676530116775,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"Like comment","listText":"Like comment","text":"Like comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/835453716","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","pubTimestamp":1629728324,"share":"https://ttm.financial/m/news/1151608193?lang=&edition=fundamental","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p>\n<p>In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p>\n<p>The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p>\n<p>Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p>\n<p>A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p>\n<p>Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p>\n<p>You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p>\n<p><b>1. The wicked witch of cyclicality is dead</b></p>\n<p>“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p>\n<p>“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p>\n<p>He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p>\n<p>All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p>\n<p><b>2. The players have consolidated</b></p>\n<p>All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p>\n<p>In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p>\n<p>These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p>\n<p><b>3. Profitability has improved</b></p>\n<p>This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p>\n<p>This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p>\n<p><b>The stocks to buy</b></p>\n<p>Here are six names favored by chip experts I recently checked in with.</p>\n<p><b>New management plays</b></p>\n<p>Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p>\n<p>Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p>\n<p><b>A data center and gaming play</b></p>\n<p>Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p>\n<p><b>Design tool companies</b></p>\n<p>Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p>\n<p>Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p>\n<p><b>An EUV&nbsp;play</b></p>\n<p>To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p>\n<p>In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p>\n<p><b>Risks</b></p>\n<p>Here are some of the chief risks for chip sector investors to watch.</p>\n<p><b>Oversupply</b></p>\n<p>Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p>\n<p>The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p>\n<p>Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p>\n<p><b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p>\n<p>Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p>\n<p><b>A disturbing signal</b></p>\n<p>A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p>\n<p>Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p>\n<p>But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p>\n<p>Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p>\n<p>Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares ...</p>\n\n<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","GOOG":"谷歌","TSM":"台积电","SOXX":"iShares费城交易所半导体ETF","NVDA":"英伟达","GOOGL":"谷歌A","ON":"安森美半导体","AAPL":"苹果","AMZN":"亚马逊","QCOM":"高通","SNPS":"新思科技","CDNS":"铿腾电子","SSNLF":"三星电子"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140732258,"gmtCreate":1625672472574,"gmtModify":1703746241550,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"Time to buy!!","listText":"Time to buy!!","text":"Time to buy!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/140732258","repostId":"1135486377","repostType":4,"repost":{"id":"1135486377","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":1625236243,"share":"https://ttm.financial/m/news/1135486377?lang=&edition=fundamental","pubTime":"2021-07-02 22:30","market":"us","language":"en","title":"Chinese EV stocks slipped in Friday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1135486377","media":"Tiger Newspress","summary":"Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto shares fell between","content":"<p>Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto&nbsp;shares&nbsp;fell between 3% and 7%.</p>\n<p><img src=\"https://static.tigerbbs.com/c1eeb0b07a87842c4c5ac2bbb3c2873f\" tg-width=\"360\" tg-height=\"188\"></p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese EV stocks slipped in Friday 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\">\nChinese EV stocks slipped in Friday morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-02 22:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto&nbsp;shares&nbsp;fell between 3% and 7%.</p>\n<p><img src=\"https://static.tigerbbs.com/c1eeb0b07a87842c4c5ac2bbb3c2873f\" tg-width=\"360\" tg-height=\"188\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","NIO":"蔚来","LI":"理想汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135486377","content_text":"Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto shares fell between 3% and 7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583583162782511","authorId":"3583583162782511","name":"ECA","avatar":"https://static.tigerbbs.com/718eae234a49daca134efd37f092acb0","crmLevel":2,"crmLevelSwitch":0,"idStr":"3583583162782511","authorIdStr":"3583583162782511"},"content":"Which EV stock are you buying?","text":"Which EV stock are you buying?","html":"Which EV stock are you buying?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166328924,"gmtCreate":1623992730368,"gmtModify":1703825982286,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"Waiting for the rebound!","listText":"Waiting for the rebound!","text":"Waiting for the rebound!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/166328924","repostId":"1175693382","repostType":4,"repost":{"id":"1175693382","pubTimestamp":1623978463,"share":"https://ttm.financial/m/news/1175693382?lang=&edition=fundamental","pubTime":"2021-06-18 09:07","market":"hk","language":"en","title":"Alibaba Stock: The Bottoming Process Looks To Be Forming Already","url":"https://stock-news.laohu8.com/highlight/detail?id=1175693382","media":"seekingalpha","summary":"Alibaba is probably the most undervalued growth stock right now.The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.The short term technical picture may be turning bullish with a potential double bottom price action signal.When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Alibaba is probably the most undervalued growth stock right now.</li>\n <li>The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.</li>\n <li>The short term technical picture may be turning bullish with a potential double bottom price action signal.</li>\n <li>We discuss the company’s multiple growth drivers and let investors judge for themselves.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05e63c77d4f3f3dc3d618e43044638bb\" tg-width=\"768\" tg-height=\"512\"><span>Yongyuan Dai/iStock Unreleased via Getty Images</span></p>\n<p><b>The Technical Thesis</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7febf6ed056b0e3bc038321cdaad9b1c\" tg-width=\"1280\" tg-height=\"782\"><span>Source: TradingView</span></p>\n<p>Alibaba’s&nbsp;stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.</p>\n<p><b>BABA's Fundamental Thesis: Rapidly Expanding Growth Drivers</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eba49f5881708929949c30628eedc5d4\" tg-width=\"934\" tg-height=\"578\"><span>Annual GMV. Data source: Company filings</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d6c4ed3e2402f5af52b2dea8bab411\" tg-width=\"836\" tg-height=\"517\"><span>Annual e-commerce revenue. Data source: Company filings</span></p>\n<p>BABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.</p>\n<p>Even though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffe2dee43f267e1d1399c68e3ca60f36\" tg-width=\"600\" tg-height=\"371\"><span>E-commerce revenue in the U.S. Data source: Statista</span></p>\n<p>When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d5a8d0d8a6a2dcdf667a6f33c6c9771\" tg-width=\"1280\" tg-height=\"702\"><span>Peers EBIT Margin and Projected EBIT Margin. Data source: S&amp;P Capital IQ</span></p>\n<p>Even though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&amp;A, and therefore skewed its EBIT margin to the downside.</p>\n<p>One important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of&nbsp;823M AAC&nbsp;in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only&nbsp;100M AAC in Q2’C17&nbsp;as compared to BABA’s 466M AAC in the same period.</p>\n<p>Therefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b83b69b08b1f4b11a26393c8e6eead5\" tg-width=\"600\" tg-height=\"371\"><span>Market size of community group buying in China. Data source: iiMedia Research</span></p>\n<p>Even though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b97b2b4a8a182dc9846d8fb7e4039877\" tg-width=\"1280\" tg-height=\"770\"><span>PDD profitability metrics &amp; revenue growth forecast. Data source: S&amp;P Capital IQ</span></p>\n<p>We could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aadc32155b4108426a1a982e3b5b1c2\" tg-width=\"640\" tg-height=\"360\"><span>China public cloud spending. Source:China Internet Watch; Canalys</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c1538b9f7bdc8d6d35a72d9acf8ecbc\" tg-width=\"600\" tg-height=\"371\"><span>Size of China public cloud market. Data source: CAICT; Sina.com.cn</span></p>\n<p>BABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06198c569504bc303c34563041dfb294\" tg-width=\"600\" tg-height=\"371\"><span>Worldwide public cloud spending. Data source: Gartner</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8482037f60575f964053ab732496bee3\" tg-width=\"1176\" tg-height=\"700\"><span>Worldwide public cloud market share. Source:CnTechPost; Gartner</span></p>\n<p>Therefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.</p>\n<p><b>BABA's Valuations Look Highly Compelling</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62a087c4b3ef7efc2c5dde813e3b959d\" tg-width=\"1000\" tg-height=\"600\"><span>NTM TEV / EBIT 3Y range.</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2605c0e5ad364a7a43929fef204595c\" tg-width=\"1280\" tg-height=\"687\"><span>EV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&amp;P Capital IQ</span></p>\n<p>When we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27873e676dfb23c98d4a69aa5861e02\" tg-width=\"1280\" tg-height=\"1117\"><span>Peers EV / EBIT Valuations. Data source: S&amp;P Capital IQ</span></p>\n<p>By using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.</p>\n<p><b>Risks to Assumptions</b></p>\n<p>Now, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.</p>\n<p><b>Wrapping It All Up</b></p>\n<p>Alibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.</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>Alibaba Stock: The Bottoming Process Looks To Be Forming Already</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Stock: The Bottoming Process Looks To Be Forming Already\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 09:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short...</p>\n\n<a href=\"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175693382","content_text":"Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short term technical picture may be turning bullish with a potential double bottom price action signal.\nWe discuss the company’s multiple growth drivers and let investors judge for themselves.\n\nYongyuan Dai/iStock Unreleased via Getty Images\nThe Technical Thesis\nSource: TradingView\nAlibaba’s stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.\nBABA's Fundamental Thesis: Rapidly Expanding Growth Drivers\nAnnual GMV. Data source: Company filings\nAnnual e-commerce revenue. Data source: Company filings\nBABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.\nEven though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.\nE-commerce revenue in the U.S. Data source: Statista\nWhen we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.\nPeers EBIT Margin and Projected EBIT Margin. Data source: S&P Capital IQ\nEven though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&A, and therefore skewed its EBIT margin to the downside.\nOne important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of 823M AAC in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only 100M AAC in Q2’C17 as compared to BABA’s 466M AAC in the same period.\nTherefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.\nMarket size of community group buying in China. Data source: iiMedia Research\nEven though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.\nPDD profitability metrics & revenue growth forecast. Data source: S&P Capital IQ\nWe could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.\nChina public cloud spending. Source:China Internet Watch; Canalys\nSize of China public cloud market. Data source: CAICT; Sina.com.cn\nBABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.\nWorldwide public cloud spending. Data source: Gartner\nWorldwide public cloud market share. Source:CnTechPost; Gartner\nTherefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.\nBABA's Valuations Look Highly Compelling\nNTM TEV / EBIT 3Y range.\nEV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&P Capital IQ\nWhen we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.\nPeers EV / EBIT Valuations. Data source: S&P Capital IQ\nBy using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.\nRisks to Assumptions\nNow, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.\nWrapping It All Up\nAlibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.","news_type":1},"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181914640,"gmtCreate":1623370351580,"gmtModify":1704201780201,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"Time to buy??","listText":"Time to buy??","text":"Time to buy??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/181914640","repostId":"1194129273","repostType":4,"repost":{"id":"1194129273","pubTimestamp":1623368710,"share":"https://ttm.financial/m/news/1194129273?lang=&edition=fundamental","pubTime":"2021-06-11 07:45","market":"us","language":"en","title":"Meme stocks hit a wall on Thursday with GameStop, AMC and Clover down big","url":"https://stock-news.laohu8.com/highlight/detail?id=1194129273","media":"cnbc","summary":"The meme stock mania created by the day trading Reddit crowd fizzled a bit on Thursday.\nIt's easy co","content":"<div>\n<p>The meme stock mania created by the day trading Reddit crowd fizzled a bit on Thursday.\nIt's easy come, easy go for many speculative names favored by retail investors includingAMC ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/10/meme-stocks-hit-a-wall-on-thursday-with-gamestop-amc-and-clover-down-big.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meme stocks hit a wall on Thursday with GameStop, AMC and Clover down big</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\">\nMeme stocks hit a wall on Thursday with GameStop, AMC and Clover down big\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 07:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/10/meme-stocks-hit-a-wall-on-thursday-with-gamestop-amc-and-clover-down-big.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The meme stock mania created by the day trading Reddit crowd fizzled a bit on Thursday.\nIt's easy come, easy go for many speculative names favored by retail investors includingAMC ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/10/meme-stocks-hit-a-wall-on-thursday-with-gamestop-amc-and-clover-down-big.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","CLOV":"Clover Health Corp","GME":"游戏驿站"},"source_url":"https://www.cnbc.com/2021/06/10/meme-stocks-hit-a-wall-on-thursday-with-gamestop-amc-and-clover-down-big.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1194129273","content_text":"The meme stock mania created by the day trading Reddit crowd fizzled a bit on Thursday.\nIt's easy come, easy go for many speculative names favored by retail investors includingAMC EntertainmentandGameStopas they suffered double-digit losses on Thursday, pulling back from their recent explosive rallies. The video game retailer shed 27.2% even after announcing two high-profile executive hires from Amazon. The movie theater chain dropped 13.2% on Thursday, turning negative on the week.\nAnother red-hot meme stockClover Health, which at one point was the focus of the WallStreetBets message board this week, pulled back 15.3% on Thursday.Clean Energy Fuels, which rallied more than 31% just Wednesday, tumbled 15.6%.\nMEME STOCKS TAKING A HIT\n\n\n\nTICKER\nCOMPANY\nPRICE\nCHANGE\n%CHANGE\n\n\n\n\nGME\nGameStop Corp\n220.39\n-82.17\n-27.1582\n\n\nAMC\nAMC Entertainment Holdings Inc\n42.81\n-6.53\n-13.2347\n\n\nCLNE\nClean Energy Fuels Corp\n10.99\n-2.03\n-15.5914\n\n\nCLOV\nClover Health Investments Corp\n14.34\n-2.58\n-15.2482\n\n\n\nIf the January trading mania is any guide, it's not surprising that these latest rallies are turning out to be short-lived. A CNBC PRO analysis found that on average, Reddit stocks' runs lasted nine trading days from the start to their first big drop during the initial frenzy at the beginning of 2021.\nCNBC identified the starting point for five stocks popular on message boards earlier this year — GameStop, AMC,Bed Bath & Beyond,BlackBerryandKoss— by finding the first time each stocks' single-day trading volume at least doubled its 30-day moving average of shares traded. That typically represents the point at which a flurry of new investors took interest in a stock that was not being heavily traded.\nOn Thursday, GameStop investors seemed to be running for the exits afterthe company said it appointed former Amazon executive Matt Furlong as its new CEO.It also picked another Amazon veteran, Mike Recupero, as chief financial officer. Meanwhile the company's fiscal first-quarter resultsshowed sales up 25% and a narrower loss than it reported a year ago.\nThe decline in stock came as GameStop also said it may sell as many as 5 million shares. Additional shares dilute the value of existing shareholders' stakes. The stock is still up more than 1,000% on the year, however.\nAMC is down for a second straight day after soaring 83% last week. The movie theater chain, which was on the brink of bankruptcy not long ago, managed to sell 20 million shares in two separate deals last week amid the rally,generating around $800 million in capital.","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":863257974,"gmtCreate":1632401939998,"gmtModify":1676530773161,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"Wow!! BB still can recover back 10% leh!?","listText":"Wow!! BB still can recover back 10% leh!?","text":"Wow!! BB still can recover back 10% leh!?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/863257974","repostId":"1145961201","repostType":4,"repost":{"id":"1145961201","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":1632384397,"share":"https://ttm.financial/m/news/1145961201?lang=&edition=fundamental","pubTime":"2021-09-23 16:06","market":"us","language":"en","title":"BlackBerry jumped over 6% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1145961201","media":"Tiger Newspress","summary":"(Sept 23) BlackBerry jumped over 6% in premarket trading. BlackBerry EPS beats by $0.01, beats on re","content":"<p>(Sept 23)&nbsp;<a href=\"https://laohu8.com/S/BB\">BlackBerry</a> jumped over 6% in premarket trading.&nbsp;<a href=\"https://laohu8.com/S/BB\">BlackBerry</a> EPS beats by $0.01, beats on revenue.</p>\n<p><img src=\"https://static.tigerbbs.com/d28b69e5d1b1519e607d1a6677c5fa40\" tg-width=\"960\" tg-height=\"570\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li>BlackBerry: Q2 Non-GAAP EPS of -$0.06beats by $0.01; GAAP EPS of -$0.25misses by $0.12.</li>\n <li>Revenue of $175M (-32.4% Y/Y)beats by $10.72M.</li>\n <li>Non-GAAP gross margin was&nbsp;64.6% vs. 77.2% Y/Y, consensus of&nbsp;&nbsp;64.8%.</li>\n <li><a href=\"https://laohu8.com/S/TSS\">Total</a> cash, cash equivalents, short-term and long-term investments were $772 million.</li>\n <li>\"Revenue for all businesses beat expectations this quarter.&nbsp; The Cyber Security business unit delivered robust sequential billings and revenue growth and the IoT business unit performed well in the face of global chip shortage pressures,\" said&nbsp;John Chen, Executive Chairman &amp; CEO.</li>\n</ul>\n<p><b>Outlook:</b>BlackBerry will provide fiscal year 2022 outlook in connection with the quarterly earnings announcement on its earningsconference call.</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>BlackBerry jumped over 6% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBlackBerry jumped over 6% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-09-23 16:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Sept 23)&nbsp;<a href=\"https://laohu8.com/S/BB\">BlackBerry</a> jumped over 6% in premarket trading.&nbsp;<a href=\"https://laohu8.com/S/BB\">BlackBerry</a> EPS beats by $0.01, beats on revenue.</p>\n<p><img src=\"https://static.tigerbbs.com/d28b69e5d1b1519e607d1a6677c5fa40\" tg-width=\"960\" tg-height=\"570\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li>BlackBerry: Q2 Non-GAAP EPS of -$0.06beats by $0.01; GAAP EPS of -$0.25misses by $0.12.</li>\n <li>Revenue of $175M (-32.4% Y/Y)beats by $10.72M.</li>\n <li>Non-GAAP gross margin was&nbsp;64.6% vs. 77.2% Y/Y, consensus of&nbsp;&nbsp;64.8%.</li>\n <li><a href=\"https://laohu8.com/S/TSS\">Total</a> cash, cash equivalents, short-term and long-term investments were $772 million.</li>\n <li>\"Revenue for all businesses beat expectations this quarter.&nbsp; The Cyber Security business unit delivered robust sequential billings and revenue growth and the IoT business unit performed well in the face of global chip shortage pressures,\" said&nbsp;John Chen, Executive Chairman &amp; CEO.</li>\n</ul>\n<p><b>Outlook:</b>BlackBerry will provide fiscal year 2022 outlook in connection with the quarterly earnings announcement on its earningsconference call.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BB":"黑莓"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145961201","content_text":"(Sept 23) BlackBerry jumped over 6% in premarket trading. BlackBerry EPS beats by $0.01, beats on revenue.\n\n\nBlackBerry: Q2 Non-GAAP EPS of -$0.06beats by $0.01; GAAP EPS of -$0.25misses by $0.12.\nRevenue of $175M (-32.4% Y/Y)beats by $10.72M.\nNon-GAAP gross margin was 64.6% vs. 77.2% Y/Y, consensus of  64.8%.\nTotal cash, cash equivalents, short-term and long-term investments were $772 million.\n\"Revenue for all businesses beat expectations this quarter.  The Cyber Security business unit delivered robust sequential billings and revenue growth and the IoT business unit performed well in the face of global chip shortage pressures,\" said John Chen, Executive Chairman & CEO.\n\nOutlook:BlackBerry will provide fiscal year 2022 outlook in connection with the quarterly earnings announcement on its earningsconference call.","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818527074,"gmtCreate":1630420778098,"gmtModify":1676530299546,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"I don’t think they can curb free market forces.&nbsp;","listText":"I don’t think they can curb free market forces.&nbsp;","text":"I don’t think they can curb free market forces.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/818527074","repostId":"1118277523","repostType":4,"repost":{"id":"1118277523","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":1630418634,"share":"https://ttm.financial/m/news/1118277523?lang=&edition=fundamental","pubTime":"2021-08-31 22:03","market":"us","language":"en","title":"Apple shares fell 1.04% in early trading as S.Korea's parliament passing bill to curb Apple commission dominance","url":"https://stock-news.laohu8.com/highlight/detail?id=1118277523","media":"Tiger Newspress","summary":"South Korea's parliament on Tuesday approved a bill that bans major app store operators such as Google and Apple from forcing software developers to use their payment systems, effectively stopping them from charging commissions on in-app purchases.It is the first such curb by a major economy on the likes of Apple Inc and Alphabet Inc's Google, which face global criticism for requiring the use of proprietary payment systems that charge commissions of up to 30%.","content":"<p>Apple&nbsp;shares&nbsp;fell&nbsp;1.04%&nbsp;in&nbsp;early&nbsp;trading&nbsp;as&nbsp;S.Korea's parliament passing bill to curb&nbsp;Apple commission dominance.</p>\n<p><img src=\"https://static.tigerbbs.com/dddfac227e4c05029904982112eb7573\" tg-width=\"883\" tg-height=\"617\" width=\"100%\" height=\"auto\">South Korea's parliament on Tuesday approved a bill that bans major app store operators such as Google and Apple from forcing software developers to use their payment systems, effectively stopping them from charging commissions on in-app purchases.</p>\n<p>It is the first such curb by a major economy on the likes of Apple Inc&nbsp;and Alphabet Inc's&nbsp;Google, which face global criticism for requiring the use of proprietary payment systems that charge commissions of up to 30%.</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>Apple shares fell 1.04% in early trading as S.Korea's parliament passing bill to curb Apple commission dominance</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 shares fell 1.04% in early trading as S.Korea's parliament passing bill to curb Apple commission dominance\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-31 22:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Apple&nbsp;shares&nbsp;fell&nbsp;1.04%&nbsp;in&nbsp;early&nbsp;trading&nbsp;as&nbsp;S.Korea's parliament passing bill to curb&nbsp;Apple commission dominance.</p>\n<p><img src=\"https://static.tigerbbs.com/dddfac227e4c05029904982112eb7573\" tg-width=\"883\" tg-height=\"617\" width=\"100%\" height=\"auto\">South Korea's parliament on Tuesday approved a bill that bans major app store operators such as Google and Apple from forcing software developers to use their payment systems, effectively stopping them from charging commissions on in-app purchases.</p>\n<p>It is the first such curb by a major economy on the likes of Apple Inc&nbsp;and Alphabet Inc's&nbsp;Google, which face global criticism for requiring the use of proprietary payment systems that charge commissions of up to 30%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118277523","content_text":"Apple shares fell 1.04% in early trading as S.Korea's parliament passing bill to curb Apple commission dominance.\nSouth Korea's parliament on Tuesday approved a bill that bans major app store operators such as Google and Apple from forcing software developers to use their payment systems, effectively stopping them from charging commissions on in-app purchases.\nIt is the first such curb by a major economy on the likes of Apple Inc and Alphabet Inc's Google, which face global criticism for requiring the use of proprietary payment systems that charge commissions of up to 30%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":19,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893102914,"gmtCreate":1628242628238,"gmtModify":1703503829097,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/9bb80ec21c9a6058fde21c8bb8c7b526","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"themes":[],"htmlText":"Liked!","listText":"Liked!","text":"Liked!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/893102914","repostId":"1128779869","repostType":4,"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}