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WLC123

WLC123

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2023-02-05

Cool

Sorry, the original content has been removed

2022-07-28

Wow

EV Charging Stocks Soared in Morning Trading

2022-07-22

Ouch

Gaming Stocks Dropped in Morning Trading

2022-07-20

Great

Crypto Stocks Jumped in Morning Trading

2022-07-03

Good

Analysts Believe These 3 Big Data Stocks Have Upside Potential

2022-06-23

Good

Gaming Stocks Climbed in Morning Trading

2022-06-22

Good

Fintech Stocks Surged in Early Trading

2022-04-01

Nice

Hydrogen Stocks Climbed in Morning Trading

2022-04-01

Nice

Cybersecurity Stocks Gained in Morning Trading

2022-03-31

Good read

Snowflake, Or Is There A Better Way To Play The Data Cloud?

2022-03-21

Good to know

Sorry, the original content has been removed

2022-03-21

[Miser]

Sorry, the original content has been removed

2022-02-24

Ok

Sorry, the original content has been removed

2022-02-12

Good

Inflation Fears Are Overblown — Five Reasons Why You Need to Buy the Dip in Stocks

2021-08-17

Well, I'm not surprised...

S&P 500, Dow hit record highs as defensive shares shine

2021-07-16

I will also be very, very carefully watching you... :p

U.S. Treasury's Yellen says need to watch inflation 'very, very carefully'

2021-07-16

Opportunity to buy in tech stock :p

Nasdaq ends lower as investors sell Big Tech

2021-07-11

Fuiyoh...

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Go to Tiger App to see more news

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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":{"BLNK":"Blink Charging","BEEM":"Beam Global","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":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077693289,"gmtCreate":1658501293741,"gmtModify":1676536168673,"author":{"id":"3582070545317933","authorId":"3582070545317933","name":"WLC123","avatar":"https://static.tigerbbs.com/410924b3e2abac099e2d8ab6d86c8a4d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ouch","listText":"Ouch","text":"Ouch","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077693289","repostId":"1120789087","repostType":4,"repost":{"id":"1120789087","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger 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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\">2022-07-22 22:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Gaming Stocks dropped in morning trading. Unity Software, Skillz, AppLovin, Corsair Gaming and Roblox fell between 2% and 7%.</p><p><img src=\"https://static.tigerbbs.com/89f65a4307ff7bfe35cf7f9e9cb31ac2\" tg-width=\"403\" tg-height=\"362\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U":"Unity Software Inc.","RBLX":"Roblox Corporation","APP":"AppLovin Corporation","SKLZ":"Skillz Inc","CRSR":"Corsair Gaming, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120789087","content_text":"Gaming Stocks dropped in morning trading. Unity Software, Skillz, AppLovin, Corsair Gaming and Roblox fell between 2% and 7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074898203,"gmtCreate":1658327441202,"gmtModify":1676536141473,"author":{"id":"3582070545317933","authorId":"3582070545317933","name":"WLC123","avatar":"https://static.tigerbbs.com/410924b3e2abac099e2d8ab6d86c8a4d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074898203","repostId":"1109126506","repostType":4,"repost":{"id":"1109126506","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger 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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>Crypto Stocks Jumped 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\">\nCrypto Stocks Jumped 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\">2022-07-20 21:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Crypto stocks jumped in morning trading. BIT Mining, Marathon Digital, Coinbase, SOS Limited, The9, Riot Blockchain, Block, Ebang International and PayPal climbed between 1% and 10%.</p><p><img src=\"https://static.tigerbbs.com/a51a86c1bc9a7a5761e3b9a97ac041a5\" tg-width=\"402\" tg-height=\"598\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","PYPL":"PayPal","SOS":"SOS Limited","RIOT":"Riot Platforms","BTCM":"BIT Mining","EBON":"亿邦国际","NCTY":"第九城市","SQ":"Block","MARA":"Marathon Digital Holdings Inc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109126506","content_text":"Crypto stocks jumped in morning trading. BIT Mining, Marathon Digital, Coinbase, SOS Limited, The9, Riot Blockchain, Block, Ebang International and PayPal climbed between 1% and 10%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047393329,"gmtCreate":1656863758261,"gmtModify":1676535905818,"author":{"id":"3582070545317933","authorId":"3582070545317933","name":"WLC123","avatar":"https://static.tigerbbs.com/410924b3e2abac099e2d8ab6d86c8a4d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047393329","repostId":"1191447642","repostType":4,"repost":{"id":"1191447642","pubTimestamp":1656807141,"share":"https://www.laohu8.com/m/news/1191447642?lang=&edition=full","pubTime":"2022-07-03 08:12","market":"us","language":"en","title":"Analysts Believe These 3 Big Data Stocks Have Upside Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=1191447642","media":"TipRanks","summary":"Story HighlightsThe following big-data stocks still seem worth owning, even as the rest of Wall Stre","content":"<div>\n<p>Story HighlightsThe following big-data stocks still seem worth owning, even as the rest of Wall Street turns against the broader speculative tech scene. With improving growth profiles and strong ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/analysts-believe-these-3-big-data-stocks-have-upside-potential/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Analysts Believe These 3 Big Data Stocks Have Upside Potential</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\">\nAnalysts Believe These 3 Big Data Stocks Have Upside Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-03 08:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/analysts-believe-these-3-big-data-stocks-have-upside-potential/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsThe following big-data stocks still seem worth owning, even as the rest of Wall Street turns against the broader speculative tech scene. With improving growth profiles and strong ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/analysts-believe-these-3-big-data-stocks-have-upside-potential/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DDOG":"Datadog","SNOW":"Snowflake","MDB":"MongoDB Inc."},"source_url":"https://www.tipranks.com/news/article/analysts-believe-these-3-big-data-stocks-have-upside-potential/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191447642","content_text":"Story HighlightsThe following big-data stocks still seem worth owning, even as the rest of Wall Street turns against the broader speculative tech scene. With improving growth profiles and strong secular trends on their side, the following stocks may be able to stage a comeback in the second half of the year.Speculative technology stocks have been crushed over the past year, with even the most exciting of hyper-growth stocks now down more than 50% from their highs. As the rate-fueled selling pressure on speculative, unprofitable growth companies continues into the second half, dip-buyers could continue to take a beating.Though many fallen tech stocks will never see their highs again, various high-tech firms are more than capable of recovering. Not all hyper-growth companies are built the same. Some have what it takes to grow through a recession while making efforts towards improving profitability prospects.In this piece, we used TipRanks’ Comparison Tool to look at three innovative big-data companies that Wall Street is bullish on.Snowflake (SNOW)Snowflake is a data-lake and data-warehousing company that continues to receive upgrades despite the recent barrage of negative momentum. The stock lost around 74% of its value from peak to trough before upbeat analysts sent shares rallying towards $150 per share.Amid the latest round of selling, Snowflake stock is back on the descent, now near the $144 mark on virtually no news. Though the stock has the propensity to amplify moves made by the broader Nasdaq 100, it’s worth noting that the firm continues to enhance its offering.CIOs love Snowflake and expect to spend an increasing amount of corporate IT budgets on usage over time. That’s a testament to how great Snowflake’s technologies really are.JPMorgan (JPM) went as far as to say that Snowflake is in “elite territory.” Just how elite? Perhaps Snowflake could weather the coming economic snowstorm far better than other firms in the enterprise.Looking ahead, Snowflake is looking to make a big splash in the realm of cybersecurity, with a new workload capable of discovering potential threats across massive datasets. Snowflake’s cybersecurity workload is very intriguing and could give it an edge over its top rival Databricks.At over 32 times sales, Snowflake stock remains incredibly expensive. However, margin trends are encouraging, as is the firm’s trajectory of cash flows. As one of few firms that can maintain hyper-growth while improving profitability prospects, Snowflake is likely more than worthy of such a pie-in-the-sky multiple.Wall Street is incredibly bullish based on 23 Buys, five Holds, and one Sell rating assigned in the past three months – giving it a Strong Buy rating. The average Snowflake price target of $193.72, implying 34% upside potential.Datadog (DDOG)Datadog is another big-data company helping businesses unlock the full power of their datasets. The firm’s real-time data-monitoring platform helps make it convenient for corporations to generate insightful analyses across the entire stack. Though coming macroeconomic headwinds could weigh on growth, I think such a potential growth slip is more of a road bump than a sustained slowdown in Datadog’s growth engine.It’s not just data monitoring and analysis where Datadog can shine. The company also looks to be building a nice ecosystem across other market verticals. Like Snowflake, Datadog is hungry to make strides in the security space. More recently, the firm launched Audit Trail, its compliance and governance offering that could be a hot seller among existing customers.Datadog is a magnificent player in the niche market of FSMA (full-stack monitoring and analysis). Though the firm is relatively small ($31.8 billion market cap), with deep-pocketed rivals, it’s hardly an underdog (forgive the pun), as IT spending continues to stay robust at the hands of the long-term digital transformation.At 26.6 times sales, DDOG stock is not cheap. However, in this market, you’ve still got to pay up for premium growth.Wall Street is standing by the stock, with a Strong Buy rating based on 18 Buys and two Holds. The average Datadog price target of $165.11 implies 63.4% upside.MongoDB (MDB)MongoDB is another expensive big-data play that may not be as pricey as it seems, given its high-quality growth prospects and ability to push into profitability in the future.The scalable general-purpose database company trades at about 19 times sales at writing. Analysts have slowly lowered the bar on their price targets in recent weeks, yet the stock continues to be viewed in a positive light by the analyst community. At writing, shares are down more than 55% from their highs.Despite the cutting-edge innovations, investors have soured on the $18.3 billion company, as it’s still putting its foot to the gas to spark maximum sales growth, even at the cost of steeper losses over the medium term.MongoDB is well on its way to taking share in the database scene. However, it still has a long way to go if it’s to challenge the incumbents in the enterprise database scene.In early June, MongoDB flexed its muscles at its world conference. Many were impressed by the innovations, which could help take the firm’s growth to the next level. MongoDB still has its disruptor hat on, but with minimal evidence of a sustained profitability push on the horizon, investors could sour on the stock for longer.Wall Street is bullish on the name, with the average MongoDB price target of $377.00 implying 36.2% upside potential. In the past three months, there were 14 Buys, three Holds, and one Sell rating assigned for a Moderate Buy consensus rating.ConclusionBig data stocks have taken a beating of late, but analysts are bullish on these particular companies. Currently, analysts seem most optimistic about Datadog.Though price target downgrades could continue flowing in, I think the following three big-data plays will rise again, perhaps faster than most other hyper-growth disruptors that have seen their share prices be obliterated.","news_type":1},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041920377,"gmtCreate":1655996888199,"gmtModify":1676535747378,"author":{"id":"3582070545317933","authorId":"3582070545317933","name":"WLC123","avatar":"https://static.tigerbbs.com/410924b3e2abac099e2d8ab6d86c8a4d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041920377","repostId":"1153523469","repostType":4,"repost":{"id":"1153523469","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":1655995196,"share":"https://www.laohu8.com/m/news/1153523469?lang=&edition=full","pubTime":"2022-06-23 22:39","market":"us","language":"en","title":"Gaming Stocks Climbed in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1153523469","media":"Tiger Newspress","summary":"Gaming Stocks climbed in morning trading. Unity Software, Roblox, Skillz, Applovin, Corsair Gaming, ","content":"<html><head></head><body><p>Gaming Stocks climbed in morning trading. Unity Software, Roblox, Skillz, Applovin, Corsair Gaming, Take-Two and Playtika climbed between 1% and 8%.</p><p><img src=\"https://static.tigerbbs.com/3a634d8936b46f1e8b820e7ff357e0ee\" tg-width=\"380\" tg-height=\"421\" referrerpolicy=\"no-referrer\"/></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>Gaming Stocks Climbed 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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGaming Stocks Climbed 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\">2022-06-23 22:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Gaming Stocks climbed in morning trading. Unity Software, Roblox, Skillz, Applovin, Corsair Gaming, Take-Two and Playtika climbed between 1% and 8%.</p><p><img src=\"https://static.tigerbbs.com/3a634d8936b46f1e8b820e7ff357e0ee\" tg-width=\"380\" tg-height=\"421\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRSR":"Corsair Gaming, Inc.","RBLX":"Roblox Corporation","TTWO":"Take-Two Interactive Software","U":"Unity Software Inc.","SKLZ":"Skillz Inc","PLTK":"Playtika Holding Corp.","APP":"AppLovin Corporation"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153523469","content_text":"Gaming Stocks climbed in morning trading. Unity Software, Roblox, Skillz, Applovin, Corsair Gaming, Take-Two and Playtika climbed between 1% and 8%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049425629,"gmtCreate":1655829119261,"gmtModify":1676535713535,"author":{"id":"3582070545317933","authorId":"3582070545317933","name":"WLC123","avatar":"https://static.tigerbbs.com/410924b3e2abac099e2d8ab6d86c8a4d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049425629","repostId":"1189790991","repostType":4,"repost":{"id":"1189790991","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":1655823435,"share":"https://www.laohu8.com/m/news/1189790991?lang=&edition=full","pubTime":"2022-06-21 22:57","market":"us","language":"en","title":"Fintech Stocks Surged in Early Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1189790991","media":"Tiger Newspress","summary":"Fintech stocks surged in early trading. Coinbase, Affirm, Upstart, Lemonade, Paysafe, Block and Lend","content":"<html><head></head><body><p>Fintech stocks surged in early trading. Coinbase, Affirm, Upstart, Lemonade, Paysafe, Block and LendingClub climbed between 5% and 17%.</p><p><img src=\"https://static.tigerbbs.com/cb44801d34a4df45826618f445246e23\" tg-width=\"384\" tg-height=\"656\" referrerpolicy=\"no-referrer\"/></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>Fintech Stocks Surged in Early 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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFintech Stocks Surged in Early 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\">2022-06-21 22:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Fintech stocks surged in early trading. Coinbase, Affirm, Upstart, Lemonade, Paysafe, Block and LendingClub climbed between 5% and 17%.</p><p><img src=\"https://static.tigerbbs.com/cb44801d34a4df45826618f445246e23\" tg-width=\"384\" tg-height=\"656\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AFRM":"Affirm Holdings, Inc.","PSFE":"Paysafe Ltd","COIN":"Coinbase Global, Inc.","UPST":"Upstart Holdings, Inc.","SQ":"Block","SOFI":"SoFi Technologies Inc.","V":"Visa","MA":"万事达","LC":"LendingClub","LMND":"Lemonade, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189790991","content_text":"Fintech stocks surged in early trading. Coinbase, Affirm, Upstart, Lemonade, Paysafe, Block and LendingClub climbed between 5% and 17%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013510817,"gmtCreate":1648745136763,"gmtModify":1676534390335,"author":{"id":"3582070545317933","authorId":"3582070545317933","name":"WLC123","avatar":"https://static.tigerbbs.com/410924b3e2abac099e2d8ab6d86c8a4d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013510817","repostId":"1117657049","repostType":4,"repost":{"id":"1117657049","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":1648736077,"share":"https://www.laohu8.com/m/news/1117657049?lang=&edition=full","pubTime":"2022-03-31 22:14","market":"us","language":"en","title":"Hydrogen Stocks Climbed in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1117657049","media":"Tiger Newspress","summary":"hydrogen stocks climbed in morning trading. Plug Power, Bloom Energy, Ballard Power and FuelCell Ene","content":"<html><head></head><body><p>hydrogen stocks climbed in morning trading. Plug Power, Bloom Energy, Ballard Power and FuelCell Energy climbed between 2% and 5%.</p><p><img src=\"https://static.tigerbbs.com/3c121b8f53500eec8314593b29f5c81e\" tg-width=\"421\" tg-height=\"241\" referrerpolicy=\"no-referrer\"/></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>Hydrogen Stocks Climbed 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; 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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>Cybersecurity Stocks Gained 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\">\nCybersecurity Stocks Gained in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-31 22:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Cybersecurity Stocks gained in morning trading. Fortinet, SentinelOne, Crowdstrike, Palo Alto Networks, CyberArk, Tenable and Zscaler climbed between 1% and 2%.</p><p><img src=\"https://static.tigerbbs.com/ff4eac89671129c39eb84b04a113f830\" tg-width=\"417\" tg-height=\"599\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PANW":"Palo Alto Networks","CYBR":"Cyber-Ark Software","TENB":"Tenable Holdings Inc.","FTNT":"飞塔信息","S":"SentinelOne, Inc","CRWD":"CrowdStrike Holdings, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195518592","content_text":"Cybersecurity Stocks gained in morning trading. Fortinet, SentinelOne, Crowdstrike, Palo Alto Networks, CyberArk, Tenable and Zscaler climbed between 1% and 2%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013683168,"gmtCreate":1648719248097,"gmtModify":1676534385577,"author":{"id":"3582070545317933","authorId":"3582070545317933","name":"WLC123","avatar":"https://static.tigerbbs.com/410924b3e2abac099e2d8ab6d86c8a4d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013683168","repostId":"1127454889","repostType":4,"repost":{"id":"1127454889","pubTimestamp":1648716784,"share":"https://www.laohu8.com/m/news/1127454889?lang=&edition=full","pubTime":"2022-03-31 16:53","market":"us","language":"en","title":"Snowflake, Or Is There A Better Way To Play The Data Cloud?","url":"https://stock-news.laohu8.com/highlight/detail?id=1127454889","media":"seekingalpha","summary":"SummarySnowflake is leading a revolution in unlocking the value of cloud data. I reveal how it achie","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Snowflake is leading a revolution in unlocking the value of cloud data. I reveal how it achieves this.</li><li>The company is innovative and at the forefront of a market with a TAM of over $100bn.</li><li>Is Snowflake a good investment at the moment? Or has the market price of Snowflake run too far ahead of the business?</li><li>What other opportunities exist to capitalize on the explosive opportunity that is the data cloud revolution?</li><li>Thinking outside the box, I explore an exciting opportunity that you may not have considered.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2054f48568b0af46811931c0610e6091\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"/><span>Snowflake Data Cloud</span></p><p>First, we&#39;ll do a deep dive into Snowflake and evaluate whether or not it looks like a good investment.</p><p>Then, we&#39;ll explore whether there may be a better option for playing the explosive opportunitythat is cloud data.</p><p><b>Snowflake</b></p><p>&#34;Data cloud&#34; has become an esoteric buzzword, but it was first coined by Snowflake.</p><p>Data is being mass migrated to the cloud rather than being stored locally. In the cloud, it can be stored, managed, integrated, shared and analyzed.</p><p>This is a key evolution in data management and I cannot overstate how much of a seismic shift this really is. Therein lies the investment opportunity.</p><p>Historically data has been fragmented and stored locally in silos where it often becomes trapped behind software-defined perimeters, systems and applications. This means that it is not always easily accessible and this severely curtails the utility of that data.</p><p>In the past, people have used different software applications to manage different data sets and sharing has been difficult. Sure, it was always possible to use an API to pull data from one system into another, but that is like sucking data through a straw with all sorts of other issues including latency and costs. Alternatively, it was possible to do some heavy lifting by way of file transfer protocols, but that comes with governance problems around security and privacy, not to mention the need to surrender custody of the data.</p><p>Snowflake is now able to facilitate data sharing via the cloud with little or no friction. It understands data relationships and most importantly it is able to unlock a great deal of value from a company&#39;s data.</p><p>We now have the concept of the &#39;time value of data&#39;. Essentially, data often has its highest value when it is fresh. Think about investing in the stock market - you want to know where shares prices are now, not where they were an hour ago or yesterday. And so, with all data, as it ages its value decays.</p><p>Snowflake enables the data owner to unlock all of that value.</p><p>To that end, Snowflake offers a number of data services including Snowflake Marketplace. This enables data owners to make their data available to others (which they may choose to do altruistically or in order to monetize that data).</p><p>For example, Starschema, a data services technology company, utilized Snowflake during the Covid pandemic. The team created a robust epidemiological data set and made it available, for free, to thousands of companies to help inform better decision-making around responses to the rapidly evolving yet entirely unprecedented pandemic situation.</p><p>By utilizing the cloud, different data may be marketed to whoever needs it. The value of the data may be further enhanced by aggregating it with other data sets. Data may be linked horizontally or vertically depending upon need.</p><p>So as an auto manufacturer, for example, you know about issues that exist in your own supply chain, but how much visibility do you have over supply chains generally. How useful would it be for decision-making purposes if a company were able to identify bottlenecks impacting the industry more generally or the economy more broadly? In the past you had a flashlight in a dark cave illuminating a tiny part in a narrow beam of light, now with Snowflake the entire cave is illuminated.</p><p>This linkage of data in the cloud is graphically demonstrated below and resembles a snowflake. It is known in the computing industry as a snowflake schema and it was the inspiration for the name of the company that we are considering today.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7aaf7a51643fa78835cb188e843d482\" tg-width=\"640\" tg-height=\"326\" width=\"100%\" height=\"auto\"/><span>Snowflake Inc.</span></p><p>Consider this, if all companies make large volumes of data available to each other, you now have a data networking situation (almost like social networking on Facebook, but this time with valuable big data). Snowflake&#39;s data cloud is that network. The data cloud will paint a detailed picture of what is happening socially and economically at any given time.</p><p>Information is king. This in turn creates a ramp to enhance productivity, grow the economy, and that in turn, will result in the creation of more data. That is the fly-wheel that will drive Snowflake in the future.</p><p>Of critical importance is that almost every company has valuable data of one kind or another, so Snowflake is democratizing big data. Snowflake now provides the infrastructure to monetize the data whereas in the past this was not easy to achieve or not even possible to achieve.</p><p>Every business will evolve to have a tech division (even if that is only a small function of a single person) and this will produce a new revenue stream from data supplied in addition to sometimes itself being a consumer of the big data.</p><p>A whole new data industry is opening up which never existed before.</p><p>Now consider this, third parties will be able to create tools that utilize the data and then look to sell those tools to the market. Think the Apple App store but a commercial version with industrial data-driven tools. This will all be built on the Snowflake data cloud infrastructure and it will facilitate the sale of those apps. A whole new software industry will evolve around the data cloud.</p><p>Snowflake has an opportunity of becoming ubiquitous because of its unique offering. A company has achieved ubiquity in my mind when customers say &#34;I need it. You don&#39;t have to sell it to me. I know what it is, what it does and how it adds value.&#34; This is what excites me about Snowflake.</p><p>Microsoft was a beneficiary of ubiquity with its Windows and Office products. Google was a beneficiary of ubiquity with its search offering. Same with Amazon for e-commerce, eBay for online auctions and Facebook for social media.</p><p>Snowflake is now part of every Cloud Data Warehousing (CDW) evaluation, alongside offerings from AWS (Redshift), Azure (Synapse), Google (BigQuery), HPE (GreenLake) and a select few others.</p><p>Snowflake started life as an AWS customer but was concurrently a competitor of AWS RedShift which was launched in 2013 by Amazon. This is a strange situation which an investor may be concerned about. After all, when a company owes its existence to the infrastructure of a major competitor that appears to be a vulnerability.</p><p>However, there is nothing to fear in this regard. Snowflake has mitigated this risk by evolving to also run on Microsoft Azure and the Google Cloud Platform. Consider that prior to its initial public offering, Snowflake disclosed that it had committed to spending $1.2 billion through July 2025 on AWS cloud infrastructure services. AWS wants and needs customers like that. This gives Snowflake a great deal of power in this relationship, and indeed with both Microsoft and Google who will be competing for its business.</p><p>While Redshift and Snowflake were fiercely competitive back in 2015, Amazon has in recent years taken a more pragmatic view in an effort to cement its relationship with Snowflake for fear of losing its business to Microsoft and Google. AWS now sees its relationship with Snowflake as one of its strategic allies. It seeks to provide differentiated, best-of-a-kind solutions for mutual customers.</p><p>As a result of this shrewd change of approach on the part of Amazon, Snowflake deeply invested in technical integrations with AWS including integrations with AWS Lambda (a serverless event-driven compute service), AWS AI for data analytics (AIDA), Amazon SageMaker (a machine learning service) and AWS PrivateLink (allowing customers to privately access AWS services without using public IPs).</p><p>The latter was key to Snowflake selling into the enterprise segment of the market, so it can be seen that AWS and Snowflake have a symbiotic relationship. Both feed off the success of the other. Combined they are stronger than the sum of their parts.</p><p>In fact, Snowflake was the only partner of AWS at the launch of SageMaker Canvas (a visual, no-code, machine learning tool that allows businesses without machine learning expertise to generate predictions).</p><p>The relationship is becoming stronger still. AWS and Snowflake signed a strategic collaboration agreement in mid-2020, with both companies increasing their investments in partner sales, marketing and alliance teams globally. Now Snowflake is a key partner, if not the largest strategic partner, of AWS. In fact, AWS and Snowflake actively co-sell each other&#39;s services.</p><p>Snowflake operates on a consumption-based sales model and since cooperating with AWS to jointly serve the same customer base, consumption rates have accelerated. Similarly, if Snowflake wins a cloud data contract and has AWS as the underlying cloud service provider, AWS receives a benefit from the consumption of Snowflake in addition to the data consumption of the customer. It&#39;s a win/win scenario.</p><p>It reminds me of the parable of the long spoons. In hell, there are angry hungry people around a large table in the center of which there is the most wonderful food in a pot. Each person has arms that are very long straight spoons. Each person is able to scoop-up the food with the spoon, but due to the length of the spoon, they are unable to place the food into their mouth. This is torturous and results in unimaginable suffering. By contrast, in heaven, there are people around a table with the same long spoons for arms and a pot of wonderful food in the middle. Here they have learned to feed each other. They are very happy and no one is hungry.</p><p>AWS and Snowflake have learned to feed each other and both are happier and more successful as a result.</p><p>Snowflake&#39;s revenue model is consumption-based and thus harder to predict than a subscription-based SaaS business. However, the service is incredibly sticky and switching costs act as a barrier to change. Accordingly, while contractually less certain, the model does produce high levels of recurring revenue.</p><p>Financial year 2022 ended with impressive net revenue retention rates and beats on top-line growth, operating margin, and GAAP earnings per share estimates. It reported fourth-quarter revenue of $384 million, an increase of 102% on a year earlier. This followed an extraordinarily strong third quarter (sequential growth was up 15%) which indicates that this is no blip, but a permanent upward trend. GAAP losses per share were $0.43 but this was largely due to its platform optimization rollout in the quarter, something that will improve warehousing scheduling, software, and hardware. Long story short, the future is looking very bright.</p><p>Any business is only as good as its leadership team. To that end, it is important to provide commentary on the man in charge of Snowflake.</p><p>In May 2019, Frank Slootman (pictured below), the retired former CEO of ServiceNow, joined Snowflake as its CEO and Michael Scarpelli, the former CFO of ServiceNow joined the company as CFO. This is a proven team.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c71ba980c763402f0768e33f6cfd3555\" tg-width=\"640\" tg-height=\"530\" width=\"100%\" height=\"auto\"/><span>Frank Slootman, Snowflake Inc.</span></p><p>Frank Slootman at the helm is reassuring because he is a no-nonsense CEO with a track record of procuring strong corporate results. He is level-headed and entirely pragmatic in the way that he runs the business. Slootman surrounds himself only with competent people and if anyone fails to make the grade then they are out. When he landed at the company it was made clear to the board that there would be a purge of any dead-wood and this process was completed within his first 90 days.</p><p>However, I must caveat my appraisal of Slootman with a word on the remuneration culture at Snowflake. Slootman received a compensation package that includes 13.7 million stock options exercisable at $8.88 per share which, over the four-year term of his contract, when the shares were trading at $400, was equivalent to $1.2 billion per year of service. This means he would make around $100 million per month, over $23 million per week, $4.6 million per day, and $577,000 per hour.</p><p>Remember that Snowflake is still not a profitable company! What are they thinking?</p><p>Without paying stock-based compensation of $605m in financial year 2022, Snowflake would have had an income statement loss of only -$75m rather than -$680m.</p><p>Many tech companies argue that stock-based compensation is necessary to attract the right people and that if it were not offered then the company would struggle to compete.</p><p>Honestly, I struggle to comprehend how it is that shareholders fall for this kind of nonsense. This is nothing more than a wealth transfer from shareholders to the senior executives. Stock-based compensation is by far the most abused aspect of US corporate finance today. In my mind, it is tantamount to market abuse because it could never happen in a private company. Regulators need to introduce safeguarding measures to protect the interests of shareholders because most are blissfully unaware that their hard-earned capital is being transferred into the pockets of greedy executives.</p><p>For me there are two types of CEO:</p><ol><li><p>There are the CEOs that have a long-term connection to the company, have a moral compass and do everything in their power to align their interests with those of their shareholders. Warren Buffett is the perfect example, he has led Berkshire since 1965, pays himself a mere $100,000 salary and the rest of his wealth is created when his shares in Berkshire Hathaway, that were not gifted to him by way of SBC but paid for with his own money, perform well.</p></li><li><p>Then there are the CEOs that are short term and who seek to enrich themselves at any cost even if it is not in the best interests of shareholders. I fear that Slootman, having accepted such an outrageous four-year contract and remuneration package, falls into the latter category.</p></li></ol><p>Having said all of that, Slootman is a straight-shooter and tells it like it is. This is far preferable to the approach adopted by most tech CEOs who follow the philosophy of &#34;fake it until you make it&#34;. With Slootman you know exactly where you stand. To that end, despite strong numbers being announced in the 2022 year-end reports, the company presented a more conservative outlook than the market was expecting.</p><p>This brings me to the issue of valuation. There is no doubt that the business is sound with very robust foundations. But even the best company at the wrong price is a bad investment. Is Snowflake good value as an investment?</p><p><b>Snowflake Valuation</b></p><p>Snowflake is not yet profitable and so it is impossible to value the business based on earnings.</p><p>The stock trades at 13x book, but this multiple is less relevant because the business is heavily invested in developing its own intangible assets which are not capitalized under accounting rules, thereby distorting all metrics against book value. On the same basis the return on equity number, when the business moves into the black, will be exaggerated to the upside. So, let&#39;s ignore book multiples.</p><p>The sales multiple is more difficult to ignore. It is eye-wateringly high. Put it this way, at 54x revenue, if the company had no operating costs, no capital expenditure, no funding costs and no taxes to pay it would still return an investor less than 2% annually (1.85% to be precise). With all of its costs factored into the equation an investor&#39;s earnings yield will be significantly less. Although not yet profitable, the important thing to note is that when a company is capitalized at 54x sales the earnings yield can <i><b>never</b></i> be higher than 1.85%.</p><p>That doesn&#39;t meet the hurdle rate of any intelligent investor.</p><p>All of this means that one of two things need to happen in order to bring that sales multiple down to an acceptable level for an investor. Either the sales numbers need to rocket higher or else the price needs to adjust lower.</p><p>We know what the sales growth looks like because Snowflake has given long-term guidance. As articulated at its investor day presentation in June 2021, Snowflake targets product revenue of about $10bn by financial year 2029 ($1.2bn in 2022). This would be an impressive 35.4% CAGR.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9a4237b3cbd22e1a75699c28ea4260d\" tg-width=\"961\" tg-height=\"517\" width=\"100%\" height=\"auto\"/><span>Snowflake Inc.</span></p><p>However, today&#39;s share price implies a growth rate of more than 100% CAGR (as I shall go on to explain below). So, either the market value assumed the company has understated its growth projections by a multiple of three - something that I have never seen in my decades of investing, or else the market has overpriced a new exciting company - something that I see very often. Occam&#39;s Razor would suggest that the most probable explanation is the correct one.</p><p>Let me leave you with this lesson from history. We can all agree that Amazon is a great company. The excitement that it created around its IPO was similar to that of Snowflake. Amazon&#39;s IPO price was $18 in 1997. It shot up to $105 by 1999 on the back of over-exuberance in the market, then it collapsed to under $6 in 2001. It took a full decade (2009) before it re-touched $100 again.</p><p>Amazon at the back end of the 1990s looks a lot like Snowflake today. Finding a great company is only a part of the success formula. Buying it at the right price is the key ingredient that so many get wrong.</p><p>In its 24th August 2021 North America Equity Research note, JPMorgan stated &#34;<i>We expect Snowflake&#39;s rare combination of high growth at a large scale to continue... The path to $10B in revenue with a 15%+ FCF margin should remain in focus, in our view, as the opportunity continues to develop</i>.&#34;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5bec18e3e6446dc8c97cab2854800e8\" tg-width=\"640\" tg-height=\"225\" width=\"100%\" height=\"auto\"/><span>Street-Guru.com</span></p><p>So analysts believe that Snowflake&#39;s 2029 target revenue is achievable, although it is far from being a home-run.</p><p>Snowflake bases the projections around achieving 1,400 customers each producing revenue of over $1M (there were 77 such customers in 2021). It targets 77% of product revenue coming from such customers by 2029 (47% in 2021).</p><p>These are ambitious targets. Perfectly achievable, but unlikely to have been understated by a factor of three.</p><p>The surprise in its guidance was that Snowflake targets 10% in operating margin at the $10 billion revenue scale which looks low for a tech service provider (Apple and Google both consistently managed 26% net margins for the past decade). Perhaps this offers a clue to the costs associated with large-data warehousing and processing which will prevent Snowflake from achieving the kind of operating leverage enjoyed by other tech companies. If so, it will impact its valuation.</p><p>With operating margins of 10%, where will net margins be? Perhaps 6.5% - 7.0% (these numbers are consistent with companies such as Hewlett Packard Enterprises, which is more mature than Snowflake and also in the data cloud space - more on this below).</p><p>So let&#39;s project forward to 2028. Snowflake has achieved all of its targets. At 7% net margin on $10bn revenue its net earnings are $700m. Now consider that it would have been growing at an average of 35.4% per annum for 7 years and that the rate of growth always slows with scale (it achieved 100% this year), so let us generously assume that by 2028 it is growing at about 25% a year to achieve that average. On that basis, depending upon the exuberance of the market in 2028 it may reasonably be trading on an earnings multiple in the range of 25x to 35x. That would imply a market capitalization in the range of $17.5bn to $24.5bn in 2028. Today it trades on a market cap of $67.3bn.</p><p>These numbers don&#39;t stack up. Today&#39;s market cap, and by extension the share price, is way too high.</p><p>The speculators amongst us will argue that if the share price doubles then who cares about fundamentals, and they will blindly keep throwing money at the company. I would argue that if fundamentals are not right then except for the Ponzi effect, whereby each wave of speculators fuels the gains of the last wave, what will drive the price higher?</p><p>If you have never read the book &#34;Expectations Investing&#34; published by Columbia Business School and written by Mauboussin and Rappaport, then I commend it to you. It encourages investors to ask what business expectations are priced into a security and are they realistic. In the case of Snowflake, I think that we have answered that question in the negative.</p><p>The problem is that Snowflake is a great company but that it is currently at the wrong price. A good company at the wrong price makes for a bad investment (for more on this see my commentary on Microsoft in this Seeking Alpha article:Time To Pivot).</p><p>CEO Slootman seems to reach the same conclusion as me.</p><p>The stock sky-rocketed post IPO and increased 175% on its first day of trading before ending its first week 100% higher than the IPO price. I have already written about the candor of Slootman. When questioned about this price action and asked if he felt that he had left too much money on the table by not launching the shares at a higher price, he responded:</p><blockquote><i>&#34;We need to live with our investors for a very long period of time, so we try to sign up people that can hold multi billion-dollar positions, people that don&#39;t chase momentum up or down, and people that want to sign up for the mission for five or ten years. That&#39;s a very different crowd from the people you saw on [IPO day] that were chasing this thing up. They were buying, you know, at any price. There was zero discipline.&#34;</i></blockquote><p>Irrational exuberance amongst the speculative crowd, many of whom have no idea how to price a corporate entity, has pushed the share price well beyond its intrinsic value. That the share price subsequently continued its crazy rally to $400 is mind-boggling and speaks to the madness of the market in recent years (think GameStop and AMC).</p><p>A month ago at the beginning of March 2022, the price dropped back to $166 which I would suggest is far closer to fair value.</p><p>The pendulum will continue to oscillate back and forth for a while until the share price finds its true equilibrium.</p><p>At today&#39;s price of $235, implying a market capitalization of $67bn, it is still overpriced.</p><p>Look at this from another perspective. If you buy shares today with the company valued at $67.3bn, and if you were looking for a risk-adjusted return of 10% per annum (remember that inflation is over 8% today, interest rates are set to climb fast with the fed signposting at least 2.75% by next year and the current equity risk premium is circa 5.37%, so 10% return is not an unreasonable target for an equity investor) then you would need Snowflake to have a market capitalization of $131bn in financial year 2029. This is the same year that Snowflake is targeting $10bn in revenue which, at an operating margin of 10% implies a net margin of not more than about 7% and so a $131bn market cap would require it to be trading at 187x earnings.</p><p>Really? How likely is any of this? Remember that investing is all about calculated risk-adjusted returns. The odds do not look stacked in favor of the investor.</p><p>Even if the company exceeded its own guidance and achieved a mind-blowing constant 100% annual compounded growth, it would still take another 3 years for the company to grow into today&#39;s share price!</p><p>In conclusion, I like the investment story for Snowflake and, save for its unpalatable profligacy in terms of remuneration, I would consider buying the stock if and when it reached an attractive price. We are a long way from that level now. Accordingly, I would like to throw out some alternative investment ideas for you to consider, the last of which is in my humble opinion the jewel in the crown.</p><p><b>Alternative Data Cloud Investment Ideas</b></p><p>Two very interesting alternative investment ideas for playing the data cloud, if you can&#39;t get comfortable with Snowflake, are:</p><ol><li>Hewlett Packard Enterprise</li><li>Micro Focus International</li></ol><p><b><i>Hewlett Packard Enterprise</i></b></p><p>If you buy into the data cloud concept, but can&#39;t justify paying today&#39;s share price for Snowflake (or perhaps you wish not to invest in a company that is so profligate in relation to stock-based compensation and executive remuneration), then there are other options.</p><p>Hewlett Packard Enterprise (HPE) has a data cloud offering named GreenLake which is in direct competition with public cloud data warehouses such as Snowflake and Databricks (due to IPO later this year).</p><p>It should be noted that HPE is not a newcomer to cloud data. The GreenLake platform has over 1,200 customers and has contracted more than $5.2bn of business. This arguably puts it ahead of Snowflake in the data cloud space.</p><p>It is not a pure play investment in the data cloud space. If you want pure exposure to the data cloud then this is arguably not for you. But if you want to hedge your bets with a company that will reap the benefits of the data cloud but with a diversified range of products and services that will enable you to avoid concentration risk then it is worth considering.</p><p>HPE is a company that is both profitable and cash flow positive. It has revenues of $27bn (Snowflake targets $10bn by 2029). Its stock-based compensation only amounts to 10% of its bottom line earnings which again is far more palatable than Snowflake&#39;s profligacy. It only trades at 0.8x sales (compared to 54x for Snowflake), which on a net margin excluding exceptional items of around 6% provides an investor with an earnings yield of 7.5%. It also pays a 3% dividend for anyone interested in income stocks (compared to no dividend at Snowflake).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05194cb0c9a895e6d16c60f24c32e562\" tg-width=\"640\" tg-height=\"376\" width=\"100%\" height=\"auto\"/><span>Hewlett Packard Enterprise</span></p><p>HPE is pushing into high-growth software markets including unified analytics and data protection. This is part of the accelerated approach of HPE to transition to a cloud services company.</p><p>Antonio Neri, HPE president and CEO, said:</p><blockquote>&#34;The $100 billion unified analytics and data market is ripe for disruption, as customers seek a hybrid solution for enterprise datasets on-premises and at the edge… HPE provides customers with an unparalleled platform to protect, secure, and capitalize on the full value of their data, from edge to cloud.&#34;</blockquote><p>Neri recruited VMware executive Fidelma Russo as CTO and effective GreenLake head. So the team is good.</p><p>HPE offers a range of ancillary services under the Ezmeral branding including an orchestrated Kubernetes app modernization platform, unified analytics and machine learning. More particularly, in order to match the Snowflake Marketplace, HPE has its Ezmeral marketplace.</p><p>In short, HPE offers a compelling choice to customers wishing to harness the power of the cloud data. It also offers an interesting investment opportunity as an alternative to Snowflake.</p><p><b><i>Micro Focus International</i></b></p><p>There is an even more interesting alternative. HPE spun off HP Enterprise Software back in 2017 and sold it to Micro Focus International a British company dual listed in both London and New York (MFGP)(London: MCRO).</p><p>Today HPE and Micro Focus have an alliance and together offer a suite of services to customers.</p><p>Micro Focus stands to be a major beneficiary of the evolution of the data cloud.</p><p>You may never have heard of Micro Focus but it is one of the world&#39;s largest enterprise software providers. It has 40,000 customers worldwide and so no concentration risk there. Its customers are also high-quality names, including 98 of the Fortune 100.</p><p>Now get this, in 2021 it landed large new contracts from both Amazon (AMZN) and Snowflake (NYSE:SNOW). So Micro Focus not only derives business revenue from its strategic partner HPE GreenLake, but also from Snowflake and AWS which is particularly significant (more on this later).</p><p>As Snowflake, HPE and AWS scale up cloud data, Micro Focus wins on all counts.</p><p>I can sense that you are probably becoming very interested at this point and want to learn more about Micro Focus.</p><p>In essence, it delivers trusted and proven mission-critical software that keeps the digital world running.</p><p>With over 1,800 patents issued and 900 pending, Micro Focus is one of the most innovative companies on the planet. Its extensive patent portfolio highlights Micro Focus&#39; ingenuity and ever-evolving technology. It is committed to creating new and better solutions that help its customers thrive.</p><p>When compared with other software companies (SAP, Adobe, Microsoft, Salesforce, and the like), the Micro Focus patent portfolio stands in the top 8. That is a huge competitive advantage providing a large runway of opportunity ahead.</p><p>Patents include encryption, artificial intelligence, IT security and digital language solutions, and solutions that ease the path of data migration from local storage to the cloud (Micro Focus is assisting AWS in this regard).</p><p>The breadth of Micro Focus&#39; patent portfolio demonstrates three important things:</p><ol><li><p>Its commitment to continually evolving its product set to help its customers thrive.</p></li><li><p>Long-term vision (it takes two to four years to get a patent granted).</p></li><li><p>Its strength and viability. Customers and investors can count on it being around for the long term - and that&#39;s something that no tech start-up can claim!</p></li></ol><p>The best thing about Micro Focus is that its shares are currently offered at a bargain price, due primarily to issues that arose in relation to the integration of the two businesses following its acquisition of HP Software in 2017. This led to the resignation of CEO, Chris Hsu, and executive Chairman, Kevin Loosemore. It also resulted in major restructuring costs which negatively impacted the share price for a couple of years.</p><p>The good news is that the restructuring is now all but complete but the share price has not yet adjusted to reflect that.</p><p>Better still, as a part of the restructuring Micro Focus conducted a strategic review. It consolidated costs and 60 overhead locations were reduced to 5 global and regional centers. The company, therefore, emerges leaner and stronger than before.</p><p>Part of Micro Focus&#39; three-year plan was to transition more software products into a Software-as-a-Service (SaaS) model to have more predictable revenue. That strategy is paying dividends but will take a while to appear beneficial in its financial reports due to the difference in the timing of revenue recognition. Therefore, investors today should be prepared to show patience and to wait for this improved strategy to pay off.</p><p>Micro Focus, combined with HP Software, created one of the world&#39;s largest pure-play software companies - essentially combining the #26 with the #12 to create the #7 as the diagram below demonstrates.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4955b92c6cc86ac1ed469d87ef4785e0\" tg-width=\"640\" tg-height=\"358\" width=\"100%\" height=\"auto\"/><span>Micro Focus International</span></p><p>In 2017, at the time of the acquisition, these two businesses had a combined enterprise value in excess of $16.7 billion USD. This was close to a 50/50 split based on the acquisition terms. Yet today their combined enterprise value, trading as Micro Focus International, is only $5.9 billion. Said differently, for an investor today, you would be getting two formidable companies for less than the price of one of them back in 2017.</p><p>The chart below demonstrates that for Micro Focus the post-merger topline expanded by almost 5x from $1bn to almost $5bn. Since then it has fallen back to $3bn, but still well ahead of where it was in 2017. So sales multiples are much improved.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7afca99c06ea4b49c059ccf58a7aa644\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"/><span>TIKR</span></p><p>The chart also demonstrates that restructuring costs associated with the integration of the HPE businesses have taken their toll on margins. Although topline revenue in 2020 was 3x where it was in 2017, operating income was flat and, due to the debt expansion of the business, financing costs have eroded Earnings Before Tax which are now 66% lower than where they were in 2017.</p><p>Restructuring costs are behind us and as debt is paid down the financing costs will reduce also. Margins will improve markedly from here.</p><p>At the time of the merger, the gross margin was 80% and it is still at a very respectable 76%.</p><p>Although net earnings have been depressed by restructuring costs, much of which is non-cash based write-downs (heavy amortization and depreciation of assets), free cash flow and EBITDA are well ahead of where they were in 2017. Restructuring is now all but complete and so the future is looking very bright.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9aa5216b0d2c8544161d913bada966c\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"/><span>TIKR</span></p><p>Better cash flows will enable the company to pay down its debt relatively quickly and, if this happens, financing costs will reduce dramatically thereby amplifying earnings.</p><p>The not so good news relates to irrational executive decisions around allocation of capital:</p><ol><li><p>Micro Focus has resumed dividend payments having suspended the dividend in 2020 during the pandemic. Paying down debt would be a far better use of capital than paying out dividends at this stage of the turnaround.</p></li><li><p>Similarly, the company has been repurchasing its own stock which is also odd. On the one hand, it indicates that the company believes that the shares are of good value at the current level, but why allocate capital to share repurchases instead of using it to repay debt? What they are doing amounts to a debt for equity swap (choosing to keep debt on the balance sheet while reducing equity through repurchases).</p></li></ol><p>If net margins return to mid-20s within the next couple of years and if the topline stabilizes, then we are looking at net earnings of circa $600m. The chart below demonstrates that prior to the HPE integration issues Micro Focus was averaging a valuation at 40x earnings. Let us be conservative and pull that back to 25x. $600m earnings at 25x multiple suggest a market cap of $15 billion or almost 300% of today&#39;s valuation. That&#39;s a nice investment return over the coming years.</p><p>Now consider that if Micro Focus is able to increase revenue back to 2018 levels of almost $5bn and if the market ascribed a multiple of 40x earnings as it had prior to 2018, now you have a $40 billion market cap which is 800% higher than today.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00c78513880bbd41655dbba8e6a92f99\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"/><span>TIKR</span></p><p>Goldman Sachs has upgraded Micro Focus stock, rating the shares a &#34;buy&#34; and nearly doubling its price target to £6.50 GBP (+65% on where the shares are trading at the time of writing, circa £4.00 GBP).</p><p>In its note, Goldman described Micro Focus as a value stock trading for less than 10 times projected 2022 free cash flow and predicted that if current trends of investors backing off of high-flying growth stocks continue, and there is a &#34;rotation to value&#34; Micro Focus shares could benefit from that.</p><p>I believe that Goldman is right that there are attractions here. Micro Focus shares actually look like a pretty good bargain already today.</p><p>At the current valuation level, there is also a great deal of potential for Micro Focus International to become a takeover target.</p><p>Consider this, on 3 March 2021, the Micro Focus signed a strategic commercial agreement with AWS to accelerate the modernization of mainframe applications and workloads of large public and private enterprises to the AWS Cloud. As a part of that deal,Amazon has subscribed for up to 15.9 million of Micro Focus shares at £4.466 GBP a share, the vesting of which will depend on the level of software revenues generated by AWS for Micro Focus. This means that Amazon may soon have a 4%+ stake in Micro Focus and it will be driving revenues in order to reach the requisite threshold.</p><p>Chief executive Stephen Murdoch said the Amazon deal offered the potential to drive new customer adoption and growth for an extended period. It will certainly be a meaningful contributor to the group&#39;s revenue ambitions.</p><p>The question in my mind is this - if Amazon has already negotiated a deal that will see it acquire over 4% of the Micro Focus stock, then if Amazon witnesses the value that Micro Focus International brings to AWS why wouldn&#39;t it simply acquire the entire company? It is certainly complementary to the AWS service offering and of a size that would make it easy for Amazon to swallow.</p><p>This stock shows an asymmetric skew to the upside which is what every investor ought to look for and it will be a huge beneficiary of the movement of data to the cloud.</p><p>With AWS, HPE and Snowflake as customers, and at a very attractive valuation, Micro Focus International could be the smart play in the data cloud area.</p><p><b>Conclusion</b></p><p>Snowflake is without doubt an innovative company with a great future ahead of it. However, it operates in an industry amongst some strong competitors. To that end, it should not be viewed as the next Amazon, eBay, Microsoft or Facebook. Those companies all grew strongly on the back of having a de-facto monopoly in their field and a far wider moat that Snowflake can ever hope for. Another distinction is the operating profit margin. If Snowflake is only targeting 10% then there is a chance that it will come in lower than that. Either way, other fast-growth tech companies have enjoyed the benefit of operating margins in excess of 25% which has acted as a spring board for share price growth. Snowflake won&#39;t have that valuation boost. Additionally, as mentioned, an investor needs to be wary of any company that drives a wedge between the interests of the senior management and that of the shareholders. The remuneration policy at Snowflake is obscene. Other companies guilty of this kind of behaviour include Palantir and Twitter. I have no idea why the US tech sector behaves in this way. One thing is for sure, the companies that adopt this kind of distasteful behaviour always underperform so caveat emptor! Finally, Snowflake is vastly overpriced at the moment. The sensible thing for an investor to do in these circumstances is to keep the company on a watch list. At some point, an opportunity will inevitably arise when the risk/reward profile is sufficiently attractive to open a position. The time is not now.</p><p>Hewlett Packard Enterprises is an interesting alternative to Snowflake. Its valuation is far more reasonable meaning that share price growth will not face the headwind of multiple contraction. Its data cloud business already has contracted revenue 5x that of Snowflake&#39;s topline in the most recent reporting year and its customer base is large and impressive. HPE also has the benefit of revenue streams from other segments outside of the data cloud which offers an investor a more diversified opportunity with less concentration risk.</p><p>The jewel in the crown of this group of companies is lesser known Micro Focus International. It has Snowflake, HPE and AWS as customers which means that as they successfully grow their cloud presence Micro Focus will benefit. AWS has seen the value in the Micro Focus business and has structured the option to take a 4% stake (perhaps with a view to a complete acquisition at some point). Goldman Sachs believes that it is worth at least 60% more than its current share price. My humble opinion, based on the calculations above, is that in the course of the next few years it will be trading up at over 300% of its current price. It is now leaner and stronger than ever having acquired and integrated the Hewlett Packard Software (HPS) business, yet its market valuation is now lower than either its business or the HPS were prior to the 2017 acquisition. It has a vast portfolio of very valuable patents which provide it with a great moat and much future value. In short, there is a very favourable asymmetric skew to the upside on this stock such that the downside risk is tiny and the upside potential enormous. This is exactly the kind of opportunity every great investor looks for.</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>Snowflake, Or Is There A Better Way To Play The Data Cloud?</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\">\nSnowflake, Or Is There A Better Way To Play The Data Cloud?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-31 16:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4498744-snowflake-better-way-play-data-cloud><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySnowflake is leading a revolution in unlocking the value of cloud data. I reveal how it achieves this.The company is innovative and at the forefront of a market with a TAM of over $100bn.Is ...</p>\n\n<a href=\"https://seekingalpha.com/article/4498744-snowflake-better-way-play-data-cloud\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake"},"source_url":"https://seekingalpha.com/article/4498744-snowflake-better-way-play-data-cloud","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1127454889","content_text":"SummarySnowflake is leading a revolution in unlocking the value of cloud data. I reveal how it achieves this.The company is innovative and at the forefront of a market with a TAM of over $100bn.Is Snowflake a good investment at the moment? Or has the market price of Snowflake run too far ahead of the business?What other opportunities exist to capitalize on the explosive opportunity that is the data cloud revolution?Thinking outside the box, I explore an exciting opportunity that you may not have considered.Snowflake Data CloudFirst, we'll do a deep dive into Snowflake and evaluate whether or not it looks like a good investment.Then, we'll explore whether there may be a better option for playing the explosive opportunitythat is cloud data.Snowflake\"Data cloud\" has become an esoteric buzzword, but it was first coined by Snowflake.Data is being mass migrated to the cloud rather than being stored locally. In the cloud, it can be stored, managed, integrated, shared and analyzed.This is a key evolution in data management and I cannot overstate how much of a seismic shift this really is. Therein lies the investment opportunity.Historically data has been fragmented and stored locally in silos where it often becomes trapped behind software-defined perimeters, systems and applications. This means that it is not always easily accessible and this severely curtails the utility of that data.In the past, people have used different software applications to manage different data sets and sharing has been difficult. Sure, it was always possible to use an API to pull data from one system into another, but that is like sucking data through a straw with all sorts of other issues including latency and costs. Alternatively, it was possible to do some heavy lifting by way of file transfer protocols, but that comes with governance problems around security and privacy, not to mention the need to surrender custody of the data.Snowflake is now able to facilitate data sharing via the cloud with little or no friction. It understands data relationships and most importantly it is able to unlock a great deal of value from a company's data.We now have the concept of the 'time value of data'. Essentially, data often has its highest value when it is fresh. Think about investing in the stock market - you want to know where shares prices are now, not where they were an hour ago or yesterday. And so, with all data, as it ages its value decays.Snowflake enables the data owner to unlock all of that value.To that end, Snowflake offers a number of data services including Snowflake Marketplace. This enables data owners to make their data available to others (which they may choose to do altruistically or in order to monetize that data).For example, Starschema, a data services technology company, utilized Snowflake during the Covid pandemic. The team created a robust epidemiological data set and made it available, for free, to thousands of companies to help inform better decision-making around responses to the rapidly evolving yet entirely unprecedented pandemic situation.By utilizing the cloud, different data may be marketed to whoever needs it. The value of the data may be further enhanced by aggregating it with other data sets. Data may be linked horizontally or vertically depending upon need.So as an auto manufacturer, for example, you know about issues that exist in your own supply chain, but how much visibility do you have over supply chains generally. How useful would it be for decision-making purposes if a company were able to identify bottlenecks impacting the industry more generally or the economy more broadly? In the past you had a flashlight in a dark cave illuminating a tiny part in a narrow beam of light, now with Snowflake the entire cave is illuminated.This linkage of data in the cloud is graphically demonstrated below and resembles a snowflake. It is known in the computing industry as a snowflake schema and it was the inspiration for the name of the company that we are considering today.Snowflake Inc.Consider this, if all companies make large volumes of data available to each other, you now have a data networking situation (almost like social networking on Facebook, but this time with valuable big data). Snowflake's data cloud is that network. The data cloud will paint a detailed picture of what is happening socially and economically at any given time.Information is king. This in turn creates a ramp to enhance productivity, grow the economy, and that in turn, will result in the creation of more data. That is the fly-wheel that will drive Snowflake in the future.Of critical importance is that almost every company has valuable data of one kind or another, so Snowflake is democratizing big data. Snowflake now provides the infrastructure to monetize the data whereas in the past this was not easy to achieve or not even possible to achieve.Every business will evolve to have a tech division (even if that is only a small function of a single person) and this will produce a new revenue stream from data supplied in addition to sometimes itself being a consumer of the big data.A whole new data industry is opening up which never existed before.Now consider this, third parties will be able to create tools that utilize the data and then look to sell those tools to the market. Think the Apple App store but a commercial version with industrial data-driven tools. This will all be built on the Snowflake data cloud infrastructure and it will facilitate the sale of those apps. A whole new software industry will evolve around the data cloud.Snowflake has an opportunity of becoming ubiquitous because of its unique offering. A company has achieved ubiquity in my mind when customers say \"I need it. You don't have to sell it to me. I know what it is, what it does and how it adds value.\" This is what excites me about Snowflake.Microsoft was a beneficiary of ubiquity with its Windows and Office products. Google was a beneficiary of ubiquity with its search offering. Same with Amazon for e-commerce, eBay for online auctions and Facebook for social media.Snowflake is now part of every Cloud Data Warehousing (CDW) evaluation, alongside offerings from AWS (Redshift), Azure (Synapse), Google (BigQuery), HPE (GreenLake) and a select few others.Snowflake started life as an AWS customer but was concurrently a competitor of AWS RedShift which was launched in 2013 by Amazon. This is a strange situation which an investor may be concerned about. After all, when a company owes its existence to the infrastructure of a major competitor that appears to be a vulnerability.However, there is nothing to fear in this regard. Snowflake has mitigated this risk by evolving to also run on Microsoft Azure and the Google Cloud Platform. Consider that prior to its initial public offering, Snowflake disclosed that it had committed to spending $1.2 billion through July 2025 on AWS cloud infrastructure services. AWS wants and needs customers like that. This gives Snowflake a great deal of power in this relationship, and indeed with both Microsoft and Google who will be competing for its business.While Redshift and Snowflake were fiercely competitive back in 2015, Amazon has in recent years taken a more pragmatic view in an effort to cement its relationship with Snowflake for fear of losing its business to Microsoft and Google. AWS now sees its relationship with Snowflake as one of its strategic allies. It seeks to provide differentiated, best-of-a-kind solutions for mutual customers.As a result of this shrewd change of approach on the part of Amazon, Snowflake deeply invested in technical integrations with AWS including integrations with AWS Lambda (a serverless event-driven compute service), AWS AI for data analytics (AIDA), Amazon SageMaker (a machine learning service) and AWS PrivateLink (allowing customers to privately access AWS services without using public IPs).The latter was key to Snowflake selling into the enterprise segment of the market, so it can be seen that AWS and Snowflake have a symbiotic relationship. Both feed off the success of the other. Combined they are stronger than the sum of their parts.In fact, Snowflake was the only partner of AWS at the launch of SageMaker Canvas (a visual, no-code, machine learning tool that allows businesses without machine learning expertise to generate predictions).The relationship is becoming stronger still. AWS and Snowflake signed a strategic collaboration agreement in mid-2020, with both companies increasing their investments in partner sales, marketing and alliance teams globally. Now Snowflake is a key partner, if not the largest strategic partner, of AWS. In fact, AWS and Snowflake actively co-sell each other's services.Snowflake operates on a consumption-based sales model and since cooperating with AWS to jointly serve the same customer base, consumption rates have accelerated. Similarly, if Snowflake wins a cloud data contract and has AWS as the underlying cloud service provider, AWS receives a benefit from the consumption of Snowflake in addition to the data consumption of the customer. It's a win/win scenario.It reminds me of the parable of the long spoons. In hell, there are angry hungry people around a large table in the center of which there is the most wonderful food in a pot. Each person has arms that are very long straight spoons. Each person is able to scoop-up the food with the spoon, but due to the length of the spoon, they are unable to place the food into their mouth. This is torturous and results in unimaginable suffering. By contrast, in heaven, there are people around a table with the same long spoons for arms and a pot of wonderful food in the middle. Here they have learned to feed each other. They are very happy and no one is hungry.AWS and Snowflake have learned to feed each other and both are happier and more successful as a result.Snowflake's revenue model is consumption-based and thus harder to predict than a subscription-based SaaS business. However, the service is incredibly sticky and switching costs act as a barrier to change. Accordingly, while contractually less certain, the model does produce high levels of recurring revenue.Financial year 2022 ended with impressive net revenue retention rates and beats on top-line growth, operating margin, and GAAP earnings per share estimates. It reported fourth-quarter revenue of $384 million, an increase of 102% on a year earlier. This followed an extraordinarily strong third quarter (sequential growth was up 15%) which indicates that this is no blip, but a permanent upward trend. GAAP losses per share were $0.43 but this was largely due to its platform optimization rollout in the quarter, something that will improve warehousing scheduling, software, and hardware. Long story short, the future is looking very bright.Any business is only as good as its leadership team. To that end, it is important to provide commentary on the man in charge of Snowflake.In May 2019, Frank Slootman (pictured below), the retired former CEO of ServiceNow, joined Snowflake as its CEO and Michael Scarpelli, the former CFO of ServiceNow joined the company as CFO. This is a proven team.Frank Slootman, Snowflake Inc.Frank Slootman at the helm is reassuring because he is a no-nonsense CEO with a track record of procuring strong corporate results. He is level-headed and entirely pragmatic in the way that he runs the business. Slootman surrounds himself only with competent people and if anyone fails to make the grade then they are out. When he landed at the company it was made clear to the board that there would be a purge of any dead-wood and this process was completed within his first 90 days.However, I must caveat my appraisal of Slootman with a word on the remuneration culture at Snowflake. Slootman received a compensation package that includes 13.7 million stock options exercisable at $8.88 per share which, over the four-year term of his contract, when the shares were trading at $400, was equivalent to $1.2 billion per year of service. This means he would make around $100 million per month, over $23 million per week, $4.6 million per day, and $577,000 per hour.Remember that Snowflake is still not a profitable company! What are they thinking?Without paying stock-based compensation of $605m in financial year 2022, Snowflake would have had an income statement loss of only -$75m rather than -$680m.Many tech companies argue that stock-based compensation is necessary to attract the right people and that if it were not offered then the company would struggle to compete.Honestly, I struggle to comprehend how it is that shareholders fall for this kind of nonsense. This is nothing more than a wealth transfer from shareholders to the senior executives. Stock-based compensation is by far the most abused aspect of US corporate finance today. In my mind, it is tantamount to market abuse because it could never happen in a private company. Regulators need to introduce safeguarding measures to protect the interests of shareholders because most are blissfully unaware that their hard-earned capital is being transferred into the pockets of greedy executives.For me there are two types of CEO:There are the CEOs that have a long-term connection to the company, have a moral compass and do everything in their power to align their interests with those of their shareholders. Warren Buffett is the perfect example, he has led Berkshire since 1965, pays himself a mere $100,000 salary and the rest of his wealth is created when his shares in Berkshire Hathaway, that were not gifted to him by way of SBC but paid for with his own money, perform well.Then there are the CEOs that are short term and who seek to enrich themselves at any cost even if it is not in the best interests of shareholders. I fear that Slootman, having accepted such an outrageous four-year contract and remuneration package, falls into the latter category.Having said all of that, Slootman is a straight-shooter and tells it like it is. This is far preferable to the approach adopted by most tech CEOs who follow the philosophy of \"fake it until you make it\". With Slootman you know exactly where you stand. To that end, despite strong numbers being announced in the 2022 year-end reports, the company presented a more conservative outlook than the market was expecting.This brings me to the issue of valuation. There is no doubt that the business is sound with very robust foundations. But even the best company at the wrong price is a bad investment. Is Snowflake good value as an investment?Snowflake ValuationSnowflake is not yet profitable and so it is impossible to value the business based on earnings.The stock trades at 13x book, but this multiple is less relevant because the business is heavily invested in developing its own intangible assets which are not capitalized under accounting rules, thereby distorting all metrics against book value. On the same basis the return on equity number, when the business moves into the black, will be exaggerated to the upside. So, let's ignore book multiples.The sales multiple is more difficult to ignore. It is eye-wateringly high. Put it this way, at 54x revenue, if the company had no operating costs, no capital expenditure, no funding costs and no taxes to pay it would still return an investor less than 2% annually (1.85% to be precise). With all of its costs factored into the equation an investor's earnings yield will be significantly less. Although not yet profitable, the important thing to note is that when a company is capitalized at 54x sales the earnings yield can never be higher than 1.85%.That doesn't meet the hurdle rate of any intelligent investor.All of this means that one of two things need to happen in order to bring that sales multiple down to an acceptable level for an investor. Either the sales numbers need to rocket higher or else the price needs to adjust lower.We know what the sales growth looks like because Snowflake has given long-term guidance. As articulated at its investor day presentation in June 2021, Snowflake targets product revenue of about $10bn by financial year 2029 ($1.2bn in 2022). This would be an impressive 35.4% CAGR.Snowflake Inc.However, today's share price implies a growth rate of more than 100% CAGR (as I shall go on to explain below). So, either the market value assumed the company has understated its growth projections by a multiple of three - something that I have never seen in my decades of investing, or else the market has overpriced a new exciting company - something that I see very often. Occam's Razor would suggest that the most probable explanation is the correct one.Let me leave you with this lesson from history. We can all agree that Amazon is a great company. The excitement that it created around its IPO was similar to that of Snowflake. Amazon's IPO price was $18 in 1997. It shot up to $105 by 1999 on the back of over-exuberance in the market, then it collapsed to under $6 in 2001. It took a full decade (2009) before it re-touched $100 again.Amazon at the back end of the 1990s looks a lot like Snowflake today. Finding a great company is only a part of the success formula. Buying it at the right price is the key ingredient that so many get wrong.In its 24th August 2021 North America Equity Research note, JPMorgan stated \"We expect Snowflake's rare combination of high growth at a large scale to continue... The path to $10B in revenue with a 15%+ FCF margin should remain in focus, in our view, as the opportunity continues to develop.\"Street-Guru.comSo analysts believe that Snowflake's 2029 target revenue is achievable, although it is far from being a home-run.Snowflake bases the projections around achieving 1,400 customers each producing revenue of over $1M (there were 77 such customers in 2021). It targets 77% of product revenue coming from such customers by 2029 (47% in 2021).These are ambitious targets. Perfectly achievable, but unlikely to have been understated by a factor of three.The surprise in its guidance was that Snowflake targets 10% in operating margin at the $10 billion revenue scale which looks low for a tech service provider (Apple and Google both consistently managed 26% net margins for the past decade). Perhaps this offers a clue to the costs associated with large-data warehousing and processing which will prevent Snowflake from achieving the kind of operating leverage enjoyed by other tech companies. If so, it will impact its valuation.With operating margins of 10%, where will net margins be? Perhaps 6.5% - 7.0% (these numbers are consistent with companies such as Hewlett Packard Enterprises, which is more mature than Snowflake and also in the data cloud space - more on this below).So let's project forward to 2028. Snowflake has achieved all of its targets. At 7% net margin on $10bn revenue its net earnings are $700m. Now consider that it would have been growing at an average of 35.4% per annum for 7 years and that the rate of growth always slows with scale (it achieved 100% this year), so let us generously assume that by 2028 it is growing at about 25% a year to achieve that average. On that basis, depending upon the exuberance of the market in 2028 it may reasonably be trading on an earnings multiple in the range of 25x to 35x. That would imply a market capitalization in the range of $17.5bn to $24.5bn in 2028. Today it trades on a market cap of $67.3bn.These numbers don't stack up. Today's market cap, and by extension the share price, is way too high.The speculators amongst us will argue that if the share price doubles then who cares about fundamentals, and they will blindly keep throwing money at the company. I would argue that if fundamentals are not right then except for the Ponzi effect, whereby each wave of speculators fuels the gains of the last wave, what will drive the price higher?If you have never read the book \"Expectations Investing\" published by Columbia Business School and written by Mauboussin and Rappaport, then I commend it to you. It encourages investors to ask what business expectations are priced into a security and are they realistic. In the case of Snowflake, I think that we have answered that question in the negative.The problem is that Snowflake is a great company but that it is currently at the wrong price. A good company at the wrong price makes for a bad investment (for more on this see my commentary on Microsoft in this Seeking Alpha article:Time To Pivot).CEO Slootman seems to reach the same conclusion as me.The stock sky-rocketed post IPO and increased 175% on its first day of trading before ending its first week 100% higher than the IPO price. I have already written about the candor of Slootman. When questioned about this price action and asked if he felt that he had left too much money on the table by not launching the shares at a higher price, he responded:\"We need to live with our investors for a very long period of time, so we try to sign up people that can hold multi billion-dollar positions, people that don't chase momentum up or down, and people that want to sign up for the mission for five or ten years. That's a very different crowd from the people you saw on [IPO day] that were chasing this thing up. They were buying, you know, at any price. There was zero discipline.\"Irrational exuberance amongst the speculative crowd, many of whom have no idea how to price a corporate entity, has pushed the share price well beyond its intrinsic value. That the share price subsequently continued its crazy rally to $400 is mind-boggling and speaks to the madness of the market in recent years (think GameStop and AMC).A month ago at the beginning of March 2022, the price dropped back to $166 which I would suggest is far closer to fair value.The pendulum will continue to oscillate back and forth for a while until the share price finds its true equilibrium.At today's price of $235, implying a market capitalization of $67bn, it is still overpriced.Look at this from another perspective. If you buy shares today with the company valued at $67.3bn, and if you were looking for a risk-adjusted return of 10% per annum (remember that inflation is over 8% today, interest rates are set to climb fast with the fed signposting at least 2.75% by next year and the current equity risk premium is circa 5.37%, so 10% return is not an unreasonable target for an equity investor) then you would need Snowflake to have a market capitalization of $131bn in financial year 2029. This is the same year that Snowflake is targeting $10bn in revenue which, at an operating margin of 10% implies a net margin of not more than about 7% and so a $131bn market cap would require it to be trading at 187x earnings.Really? How likely is any of this? Remember that investing is all about calculated risk-adjusted returns. The odds do not look stacked in favor of the investor.Even if the company exceeded its own guidance and achieved a mind-blowing constant 100% annual compounded growth, it would still take another 3 years for the company to grow into today's share price!In conclusion, I like the investment story for Snowflake and, save for its unpalatable profligacy in terms of remuneration, I would consider buying the stock if and when it reached an attractive price. We are a long way from that level now. Accordingly, I would like to throw out some alternative investment ideas for you to consider, the last of which is in my humble opinion the jewel in the crown.Alternative Data Cloud Investment IdeasTwo very interesting alternative investment ideas for playing the data cloud, if you can't get comfortable with Snowflake, are:Hewlett Packard EnterpriseMicro Focus InternationalHewlett Packard EnterpriseIf you buy into the data cloud concept, but can't justify paying today's share price for Snowflake (or perhaps you wish not to invest in a company that is so profligate in relation to stock-based compensation and executive remuneration), then there are other options.Hewlett Packard Enterprise (HPE) has a data cloud offering named GreenLake which is in direct competition with public cloud data warehouses such as Snowflake and Databricks (due to IPO later this year).It should be noted that HPE is not a newcomer to cloud data. The GreenLake platform has over 1,200 customers and has contracted more than $5.2bn of business. This arguably puts it ahead of Snowflake in the data cloud space.It is not a pure play investment in the data cloud space. If you want pure exposure to the data cloud then this is arguably not for you. But if you want to hedge your bets with a company that will reap the benefits of the data cloud but with a diversified range of products and services that will enable you to avoid concentration risk then it is worth considering.HPE is a company that is both profitable and cash flow positive. It has revenues of $27bn (Snowflake targets $10bn by 2029). Its stock-based compensation only amounts to 10% of its bottom line earnings which again is far more palatable than Snowflake's profligacy. It only trades at 0.8x sales (compared to 54x for Snowflake), which on a net margin excluding exceptional items of around 6% provides an investor with an earnings yield of 7.5%. It also pays a 3% dividend for anyone interested in income stocks (compared to no dividend at Snowflake).Hewlett Packard EnterpriseHPE is pushing into high-growth software markets including unified analytics and data protection. This is part of the accelerated approach of HPE to transition to a cloud services company.Antonio Neri, HPE president and CEO, said:\"The $100 billion unified analytics and data market is ripe for disruption, as customers seek a hybrid solution for enterprise datasets on-premises and at the edge… HPE provides customers with an unparalleled platform to protect, secure, and capitalize on the full value of their data, from edge to cloud.\"Neri recruited VMware executive Fidelma Russo as CTO and effective GreenLake head. So the team is good.HPE offers a range of ancillary services under the Ezmeral branding including an orchestrated Kubernetes app modernization platform, unified analytics and machine learning. More particularly, in order to match the Snowflake Marketplace, HPE has its Ezmeral marketplace.In short, HPE offers a compelling choice to customers wishing to harness the power of the cloud data. It also offers an interesting investment opportunity as an alternative to Snowflake.Micro Focus InternationalThere is an even more interesting alternative. HPE spun off HP Enterprise Software back in 2017 and sold it to Micro Focus International a British company dual listed in both London and New York (MFGP)(London: MCRO).Today HPE and Micro Focus have an alliance and together offer a suite of services to customers.Micro Focus stands to be a major beneficiary of the evolution of the data cloud.You may never have heard of Micro Focus but it is one of the world's largest enterprise software providers. It has 40,000 customers worldwide and so no concentration risk there. Its customers are also high-quality names, including 98 of the Fortune 100.Now get this, in 2021 it landed large new contracts from both Amazon (AMZN) and Snowflake (NYSE:SNOW). So Micro Focus not only derives business revenue from its strategic partner HPE GreenLake, but also from Snowflake and AWS which is particularly significant (more on this later).As Snowflake, HPE and AWS scale up cloud data, Micro Focus wins on all counts.I can sense that you are probably becoming very interested at this point and want to learn more about Micro Focus.In essence, it delivers trusted and proven mission-critical software that keeps the digital world running.With over 1,800 patents issued and 900 pending, Micro Focus is one of the most innovative companies on the planet. Its extensive patent portfolio highlights Micro Focus' ingenuity and ever-evolving technology. It is committed to creating new and better solutions that help its customers thrive.When compared with other software companies (SAP, Adobe, Microsoft, Salesforce, and the like), the Micro Focus patent portfolio stands in the top 8. That is a huge competitive advantage providing a large runway of opportunity ahead.Patents include encryption, artificial intelligence, IT security and digital language solutions, and solutions that ease the path of data migration from local storage to the cloud (Micro Focus is assisting AWS in this regard).The breadth of Micro Focus' patent portfolio demonstrates three important things:Its commitment to continually evolving its product set to help its customers thrive.Long-term vision (it takes two to four years to get a patent granted).Its strength and viability. Customers and investors can count on it being around for the long term - and that's something that no tech start-up can claim!The best thing about Micro Focus is that its shares are currently offered at a bargain price, due primarily to issues that arose in relation to the integration of the two businesses following its acquisition of HP Software in 2017. This led to the resignation of CEO, Chris Hsu, and executive Chairman, Kevin Loosemore. It also resulted in major restructuring costs which negatively impacted the share price for a couple of years.The good news is that the restructuring is now all but complete but the share price has not yet adjusted to reflect that.Better still, as a part of the restructuring Micro Focus conducted a strategic review. It consolidated costs and 60 overhead locations were reduced to 5 global and regional centers. The company, therefore, emerges leaner and stronger than before.Part of Micro Focus' three-year plan was to transition more software products into a Software-as-a-Service (SaaS) model to have more predictable revenue. That strategy is paying dividends but will take a while to appear beneficial in its financial reports due to the difference in the timing of revenue recognition. Therefore, investors today should be prepared to show patience and to wait for this improved strategy to pay off.Micro Focus, combined with HP Software, created one of the world's largest pure-play software companies - essentially combining the #26 with the #12 to create the #7 as the diagram below demonstrates.Micro Focus InternationalIn 2017, at the time of the acquisition, these two businesses had a combined enterprise value in excess of $16.7 billion USD. This was close to a 50/50 split based on the acquisition terms. Yet today their combined enterprise value, trading as Micro Focus International, is only $5.9 billion. Said differently, for an investor today, you would be getting two formidable companies for less than the price of one of them back in 2017.The chart below demonstrates that for Micro Focus the post-merger topline expanded by almost 5x from $1bn to almost $5bn. Since then it has fallen back to $3bn, but still well ahead of where it was in 2017. So sales multiples are much improved.TIKRThe chart also demonstrates that restructuring costs associated with the integration of the HPE businesses have taken their toll on margins. Although topline revenue in 2020 was 3x where it was in 2017, operating income was flat and, due to the debt expansion of the business, financing costs have eroded Earnings Before Tax which are now 66% lower than where they were in 2017.Restructuring costs are behind us and as debt is paid down the financing costs will reduce also. Margins will improve markedly from here.At the time of the merger, the gross margin was 80% and it is still at a very respectable 76%.Although net earnings have been depressed by restructuring costs, much of which is non-cash based write-downs (heavy amortization and depreciation of assets), free cash flow and EBITDA are well ahead of where they were in 2017. Restructuring is now all but complete and so the future is looking very bright.TIKRBetter cash flows will enable the company to pay down its debt relatively quickly and, if this happens, financing costs will reduce dramatically thereby amplifying earnings.The not so good news relates to irrational executive decisions around allocation of capital:Micro Focus has resumed dividend payments having suspended the dividend in 2020 during the pandemic. Paying down debt would be a far better use of capital than paying out dividends at this stage of the turnaround.Similarly, the company has been repurchasing its own stock which is also odd. On the one hand, it indicates that the company believes that the shares are of good value at the current level, but why allocate capital to share repurchases instead of using it to repay debt? What they are doing amounts to a debt for equity swap (choosing to keep debt on the balance sheet while reducing equity through repurchases).If net margins return to mid-20s within the next couple of years and if the topline stabilizes, then we are looking at net earnings of circa $600m. The chart below demonstrates that prior to the HPE integration issues Micro Focus was averaging a valuation at 40x earnings. Let us be conservative and pull that back to 25x. $600m earnings at 25x multiple suggest a market cap of $15 billion or almost 300% of today's valuation. That's a nice investment return over the coming years.Now consider that if Micro Focus is able to increase revenue back to 2018 levels of almost $5bn and if the market ascribed a multiple of 40x earnings as it had prior to 2018, now you have a $40 billion market cap which is 800% higher than today.TIKRGoldman Sachs has upgraded Micro Focus stock, rating the shares a \"buy\" and nearly doubling its price target to £6.50 GBP (+65% on where the shares are trading at the time of writing, circa £4.00 GBP).In its note, Goldman described Micro Focus as a value stock trading for less than 10 times projected 2022 free cash flow and predicted that if current trends of investors backing off of high-flying growth stocks continue, and there is a \"rotation to value\" Micro Focus shares could benefit from that.I believe that Goldman is right that there are attractions here. Micro Focus shares actually look like a pretty good bargain already today.At the current valuation level, there is also a great deal of potential for Micro Focus International to become a takeover target.Consider this, on 3 March 2021, the Micro Focus signed a strategic commercial agreement with AWS to accelerate the modernization of mainframe applications and workloads of large public and private enterprises to the AWS Cloud. As a part of that deal,Amazon has subscribed for up to 15.9 million of Micro Focus shares at £4.466 GBP a share, the vesting of which will depend on the level of software revenues generated by AWS for Micro Focus. This means that Amazon may soon have a 4%+ stake in Micro Focus and it will be driving revenues in order to reach the requisite threshold.Chief executive Stephen Murdoch said the Amazon deal offered the potential to drive new customer adoption and growth for an extended period. It will certainly be a meaningful contributor to the group's revenue ambitions.The question in my mind is this - if Amazon has already negotiated a deal that will see it acquire over 4% of the Micro Focus stock, then if Amazon witnesses the value that Micro Focus International brings to AWS why wouldn't it simply acquire the entire company? It is certainly complementary to the AWS service offering and of a size that would make it easy for Amazon to swallow.This stock shows an asymmetric skew to the upside which is what every investor ought to look for and it will be a huge beneficiary of the movement of data to the cloud.With AWS, HPE and Snowflake as customers, and at a very attractive valuation, Micro Focus International could be the smart play in the data cloud area.ConclusionSnowflake is without doubt an innovative company with a great future ahead of it. However, it operates in an industry amongst some strong competitors. To that end, it should not be viewed as the next Amazon, eBay, Microsoft or Facebook. Those companies all grew strongly on the back of having a de-facto monopoly in their field and a far wider moat that Snowflake can ever hope for. Another distinction is the operating profit margin. If Snowflake is only targeting 10% then there is a chance that it will come in lower than that. Either way, other fast-growth tech companies have enjoyed the benefit of operating margins in excess of 25% which has acted as a spring board for share price growth. Snowflake won't have that valuation boost. Additionally, as mentioned, an investor needs to be wary of any company that drives a wedge between the interests of the senior management and that of the shareholders. The remuneration policy at Snowflake is obscene. Other companies guilty of this kind of behaviour include Palantir and Twitter. I have no idea why the US tech sector behaves in this way. One thing is for sure, the companies that adopt this kind of distasteful behaviour always underperform so caveat emptor! Finally, Snowflake is vastly overpriced at the moment. The sensible thing for an investor to do in these circumstances is to keep the company on a watch list. At some point, an opportunity will inevitably arise when the risk/reward profile is sufficiently attractive to open a position. The time is not now.Hewlett Packard Enterprises is an interesting alternative to Snowflake. Its valuation is far more reasonable meaning that share price growth will not face the headwind of multiple contraction. Its data cloud business already has contracted revenue 5x that of Snowflake's topline in the most recent reporting year and its customer base is large and impressive. HPE also has the benefit of revenue streams from other segments outside of the data cloud which offers an investor a more diversified opportunity with less concentration risk.The jewel in the crown of this group of companies is lesser known Micro Focus International. It has Snowflake, HPE and AWS as customers which means that as they successfully grow their cloud presence Micro Focus will benefit. AWS has seen the value in the Micro Focus business and has structured the option to take a 4% stake (perhaps with a view to a complete acquisition at some point). Goldman Sachs believes that it is worth at least 60% more than its current share price. My humble opinion, based on the calculations above, is that in the course of the next few years it will be trading up at over 300% of its current price. It is now leaner and stronger than ever having acquired and integrated the Hewlett Packard Software (HPS) business, yet its market valuation is now lower than either its business or the HPS were prior to the 2017 acquisition. It has a vast portfolio of very valuable patents which provide it with a great moat and much future value. In short, there is a very favourable asymmetric skew to the upside on this stock such that the downside risk is tiny and the upside potential enormous. This is exactly the kind of opportunity every great investor looks for.","news_type":1},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034861701,"gmtCreate":1647856078131,"gmtModify":1676534272167,"author":{"id":"3582070545317933","authorId":"3582070545317933","name":"WLC123","avatar":"https://static.tigerbbs.com/410924b3e2abac099e2d8ab6d86c8a4d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034861701","repostId":"1105054046","repostType":4,"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034162895,"gmtCreate":1647827956270,"gmtModify":1676534269606,"author":{"id":"3582070545317933","authorId":"3582070545317933","name":"WLC123","avatar":"https://static.tigerbbs.com/410924b3e2abac099e2d8ab6d86c8a4d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034162895","repostId":"1141629779","repostType":4,"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030609867,"gmtCreate":1645697914828,"gmtModify":1676534054719,"author":{"id":"3582070545317933","authorId":"3582070545317933","name":"WLC123","avatar":"https://static.tigerbbs.com/410924b3e2abac099e2d8ab6d86c8a4d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030609867","repostId":"1195330201","repostType":4,"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092526261,"gmtCreate":1644675909930,"gmtModify":1676533952320,"author":{"id":"3582070545317933","authorId":"3582070545317933","name":"WLC123","avatar":"https://static.tigerbbs.com/410924b3e2abac099e2d8ab6d86c8a4d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092526261","repostId":"1106670391","repostType":4,"repost":{"id":"1106670391","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":1644624282,"share":"https://www.laohu8.com/m/news/1106670391?lang=&edition=full","pubTime":"2022-02-12 08:04","market":"us","language":"en","title":"Inflation Fears Are Overblown — Five Reasons Why You Need to Buy the Dip in Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1106670391","media":"Dow Jones","summary":"We’re not getting a 1970s-style inflation spike. Inflation is likely to ease this year, reducing dow","content":"<html><head></head><body><p>We’re not getting a 1970s-style inflation spike. Inflation is likely to ease this year, reducing downward pressure on stocks.</p><p>Inflation and the Federal Reserve’s potential reaction to it have the stock market all shook up.</p><p>But like early concerns that Elvis Presley and rock ‘n’ roll would ruin the country, these are just false fears. So stocks are a buy every time the market hits replay on this song.</p><p>Thursday’s decline in the stock market won’t be the last. Inflation, which the government reported came in at a searing 7.5% for January, will print high for a month or two. But inflation will show signs of calming down this summer and throughout the second half of the year.</p><p>This will ease fears of a 1970s-style wage-price spiral that would have the Fed doing a Paul Volcker 2.0 hatchet job on growth. To fight inflation, Fed chair Volcker hiked rates so much in the late 1970s and early 1980s that he slammed the economy into a painful recession.</p><p>That’s not going to happen this time around, for the reasons below. Growth will continue to be OK because of embedded forms of stimulus, including: Low inventories that have to be rebuilt; strong consumer and corporate balance sheets; and low consumer confidence, which has plenty of room to improve as the Covid decline becomes more evident.</p><p>“If we see inflation coming down on its own, that would bring great joy and cheer to the markets,” says Ed Yardeni, of Yardeni Research. “That would mean the Fed doesn’t have to catch up in an abrupt fashion.”</p><p>That’s Yardeni’s take, and I think he’s right for the following five reasons.</p><p><b>Reason #1: Supply-chain issues are a fixable problem</b></p><p>Covid really screwed up supply chains, as lockdowns and worker illnesses got in the way. This created shortages, which drove up prices. But with Omicron shifting Covid into an endemic phase, supply chains are getting fixed. The related pricing pressure will ease.</p><p>For example, one of the big drivers of inflation is the rise in auto prices, thanks to chip shortages limiting production. But Japan’s auto production rose in November and December, according to Haver Analytics. If Japanese companies can find chips, then others will too. Improved production will bring down soaring used and new car prices, predicts Yardeni.</p><p>We see signs that supply chains are already being repaired, as there’s been a decline in unfilled orders.</p><p><img src=\"https://static.tigerbbs.com/4e51449d6cce7e9d5b36dd315c584c3e\" tg-width=\"700\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><b>Reason #2: Demand shock is waning</b></p><p>Besides Covid, a demand shock crippled supply chains. When governments and central banks throw tons of money into the economy, guess what? People spend it freely. That drives up prices.</p><p>Now, though, the free money is dwindling. Generous unemployment benefits have ended. President Joe Biden’s failure to get Build Back Better passed signaled the end of trillion-dollar Covid-era spending plans.</p><p>“We won’t get any more fiscal stimulus, so demand will simmer down,” says Yardeni.</p><p>The Fed will soon start trimming its balance sheet. This will ease demand pressures, too.</p><p>In the chart below, we see that the contraction in the federal deficit relative to GDP can foreshadow a decline in inflation. The chart comes from James Paulsen, an economist and chief market strategist at the independent research firm Leuthold. Note that the red line representing the deficit-to-GDP ratio is pushed forward by a year, because of the lag in the impact this has on inflation.</p><p><img src=\"https://static.tigerbbs.com/cd40a40305fc108274d45b309ea26cc2\" tg-width=\"700\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/><b>Reason #3: Productivity is coming to the rescue</b></p><p>Thanks to labor shortages, companies have really increased their spending on technology and machines (capital spending) to boost productivity. Defined as output per worker, productivity goes up when the technology-to-labor ratio increases in the workplace.</p><p>You can see this in the big increase in durable goods orders, but companies are telling us the same thing. Blackstone Chief Operating Officer Jonathan Gray says companies owned by his firm are spending 15%-20% more on technology.</p><p>As companies get more output from the same labor cost, they feel less pressure to pass their own cost increases on to customers. That is happening now. We know this because profit margins are holding up despite labor cost increases.</p><p>The chart below also confirms that productivity, while volatile, is consistently higher since the start of the pandemic. In contrast, during the 1970s wage-price spiral, productivity growth had collapsed — one reason the Fed had to play rough.</p><p><img src=\"https://static.tigerbbs.com/2ce23778e814d63f264f9e6f53cf745b\" tg-width=\"700\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/><b>Reason #4: Money supply growth is slowing</b></p><p>This is a pretty good predictor of inflation, says Paulsen. This makes sense, because when people get more money (more is injected into the economy), they tend to spend more, driving up prices. Currently, money supply growth is contracting, so inflation will too.</p><p>In the chart below, the red line representing money supply is pushed forward by one year. That’s because the change in money supply growth affects inflation with about a one-year lag.</p><p><img src=\"https://static.tigerbbs.com/ef272027f91767596c4c34fd565732d2\" tg-width=\"700\" tg-height=\"644\" referrerpolicy=\"no-referrer\"/><b>Reason #5: The dollar is strong</b></p><p>A strong dollar reduces foreign demand for U.S. products. This cools off inflation in the U.S. That is happening now. This chart shows the tight relationship between the dollar and U.S. prices. The red line representing the dollar is on an inverted scale, which means it declines as the dollar strengthens. The blue line is prices.</p><p><img src=\"https://static.tigerbbs.com/ed3f851dbd24fb4a09ea1507dde92ab9\" tg-width=\"700\" tg-height=\"702\" referrerpolicy=\"no-referrer\"/><b>It’s a good time to buy stocks</b></p><p>All of this tells us that you need to buy whenever your fellow investors freak out and sell stocks because of fresh worries about inflation forcing the Fed to play tough. That’s not going to happen because inflation will subside.</p><p>The inflation and Fed panic this week won’t be the last, since signs of inflation’s decline probably won’t appear until April or May. Plus, the Fed still has to start hiking rates and trimming its balance sheet. These moves could cause tremors, too.</p><p>Yardeni thinks the S&amp;P 500 will be up 7% by year-end, with plenty of buyable dips at least through midyear. He projects 15% gains in the S&amp;P 500 by mid-2023.</p><p>“We would use the cash to buy stocks on dips,” he says.</p><p>Companies have so much cash ($3.7 trillion, excluding holdings of equities and mutual funds), they may be right there with you, buying the pullbacks. Or buying other companies in the weakness, as we saw in January. Purchases of companies in tech in January were the second-highest on record.</p><p>The “Fed put” may be kaput, but the “CFO put” may replace it, says Yardeni. He favors energy, financials and beaten-down tech.</p><p>If, like me, you favor stocks that insiders are buying, here are three to consider in these sectors.</p><p><b>Continental Resources</b></p><p>I was singling out Continental Resources as a “must own” name in the $7.50 to $15 range in 2020 in my stock letter, Brush Up on Stocks (link in bio below). It now trades for $55, but I still like it. One reason is that founder Harold Hamm continues to be a big buyer of the shares, most recently in the upper $40 range. Another reason is that Hamm was an early buyer of natural gas resources in the U.S. so he got some of the best fields, and he got them cheap. Like Hamm, who is a big owner, investors today still reap the rewards from this.</p><p><b>Western Alliance Bancorp</b></p><p>Bank stocks have been strong. But Western Alliance Bancorp still looks attractive because CEO Kenneth Vecchione and CFO Dale Gibbons just bought over $1 million worth of stock up to $100 per share. Vecchione has a good record for timing purchases. Western Alliance is a Phoenix-based bank that beefed up its mortgage business with the acquisition of AmeriHome Mortgage Co. in April. Banks do well when the economy expands, because loan growth picks up and loan quality improves. Both of these trends played out at Western Alliance in the third quarter.</p><p><b>Microsoft</b></p><p>Like most tech companies, Microsoft got hit hard in January, falling around 20% to the low $280 range. In the selloff, director Emma Walmsley bought over $1 million worth of stock at $296 to $311.50. You can currently get the stock for the same prices or better. Under CEO Satya Nadella, Microsoft has hit its stride as a digital-transformation play with its Azure offering. The trend will continue to support solid growth, such as the 20% sales increase in the fourth quarter, which drove diluted earnings per share up 22%.</p><p><b>One big challenge remaining?</b></p><p>One problem for stocks right now is that inflation tends to weigh on valuation multiples. But this may have already played out. It sure looks like it, in the chart below. Should inflation begin to ease, so will these valuation contractions.</p><p><img src=\"https://static.tigerbbs.com/146b6b6f5e901b1b7fe120db83cfc07f\" tg-width=\"700\" tg-height=\"425\" referrerpolicy=\"no-referrer\"/></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>Inflation Fears Are Overblown — Five Reasons Why You Need to Buy the Dip in Stocks</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\">\nInflation Fears Are Overblown — Five Reasons Why You Need to Buy the Dip in Stocks\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\">2022-02-12 08:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>We’re not getting a 1970s-style inflation spike. Inflation is likely to ease this year, reducing downward pressure on stocks.</p><p>Inflation and the Federal Reserve’s potential reaction to it have the stock market all shook up.</p><p>But like early concerns that Elvis Presley and rock ‘n’ roll would ruin the country, these are just false fears. So stocks are a buy every time the market hits replay on this song.</p><p>Thursday’s decline in the stock market won’t be the last. Inflation, which the government reported came in at a searing 7.5% for January, will print high for a month or two. But inflation will show signs of calming down this summer and throughout the second half of the year.</p><p>This will ease fears of a 1970s-style wage-price spiral that would have the Fed doing a Paul Volcker 2.0 hatchet job on growth. To fight inflation, Fed chair Volcker hiked rates so much in the late 1970s and early 1980s that he slammed the economy into a painful recession.</p><p>That’s not going to happen this time around, for the reasons below. Growth will continue to be OK because of embedded forms of stimulus, including: Low inventories that have to be rebuilt; strong consumer and corporate balance sheets; and low consumer confidence, which has plenty of room to improve as the Covid decline becomes more evident.</p><p>“If we see inflation coming down on its own, that would bring great joy and cheer to the markets,” says Ed Yardeni, of Yardeni Research. “That would mean the Fed doesn’t have to catch up in an abrupt fashion.”</p><p>That’s Yardeni’s take, and I think he’s right for the following five reasons.</p><p><b>Reason #1: Supply-chain issues are a fixable problem</b></p><p>Covid really screwed up supply chains, as lockdowns and worker illnesses got in the way. This created shortages, which drove up prices. But with Omicron shifting Covid into an endemic phase, supply chains are getting fixed. The related pricing pressure will ease.</p><p>For example, one of the big drivers of inflation is the rise in auto prices, thanks to chip shortages limiting production. But Japan’s auto production rose in November and December, according to Haver Analytics. If Japanese companies can find chips, then others will too. Improved production will bring down soaring used and new car prices, predicts Yardeni.</p><p>We see signs that supply chains are already being repaired, as there’s been a decline in unfilled orders.</p><p><img src=\"https://static.tigerbbs.com/4e51449d6cce7e9d5b36dd315c584c3e\" tg-width=\"700\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><b>Reason #2: Demand shock is waning</b></p><p>Besides Covid, a demand shock crippled supply chains. When governments and central banks throw tons of money into the economy, guess what? People spend it freely. That drives up prices.</p><p>Now, though, the free money is dwindling. Generous unemployment benefits have ended. President Joe Biden’s failure to get Build Back Better passed signaled the end of trillion-dollar Covid-era spending plans.</p><p>“We won’t get any more fiscal stimulus, so demand will simmer down,” says Yardeni.</p><p>The Fed will soon start trimming its balance sheet. This will ease demand pressures, too.</p><p>In the chart below, we see that the contraction in the federal deficit relative to GDP can foreshadow a decline in inflation. The chart comes from James Paulsen, an economist and chief market strategist at the independent research firm Leuthold. Note that the red line representing the deficit-to-GDP ratio is pushed forward by a year, because of the lag in the impact this has on inflation.</p><p><img src=\"https://static.tigerbbs.com/cd40a40305fc108274d45b309ea26cc2\" tg-width=\"700\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/><b>Reason #3: Productivity is coming to the rescue</b></p><p>Thanks to labor shortages, companies have really increased their spending on technology and machines (capital spending) to boost productivity. Defined as output per worker, productivity goes up when the technology-to-labor ratio increases in the workplace.</p><p>You can see this in the big increase in durable goods orders, but companies are telling us the same thing. Blackstone Chief Operating Officer Jonathan Gray says companies owned by his firm are spending 15%-20% more on technology.</p><p>As companies get more output from the same labor cost, they feel less pressure to pass their own cost increases on to customers. That is happening now. We know this because profit margins are holding up despite labor cost increases.</p><p>The chart below also confirms that productivity, while volatile, is consistently higher since the start of the pandemic. In contrast, during the 1970s wage-price spiral, productivity growth had collapsed — one reason the Fed had to play rough.</p><p><img src=\"https://static.tigerbbs.com/2ce23778e814d63f264f9e6f53cf745b\" tg-width=\"700\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/><b>Reason #4: Money supply growth is slowing</b></p><p>This is a pretty good predictor of inflation, says Paulsen. This makes sense, because when people get more money (more is injected into the economy), they tend to spend more, driving up prices. Currently, money supply growth is contracting, so inflation will too.</p><p>In the chart below, the red line representing money supply is pushed forward by one year. That’s because the change in money supply growth affects inflation with about a one-year lag.</p><p><img src=\"https://static.tigerbbs.com/ef272027f91767596c4c34fd565732d2\" tg-width=\"700\" tg-height=\"644\" referrerpolicy=\"no-referrer\"/><b>Reason #5: The dollar is strong</b></p><p>A strong dollar reduces foreign demand for U.S. products. This cools off inflation in the U.S. That is happening now. This chart shows the tight relationship between the dollar and U.S. prices. The red line representing the dollar is on an inverted scale, which means it declines as the dollar strengthens. The blue line is prices.</p><p><img src=\"https://static.tigerbbs.com/ed3f851dbd24fb4a09ea1507dde92ab9\" tg-width=\"700\" tg-height=\"702\" referrerpolicy=\"no-referrer\"/><b>It’s a good time to buy stocks</b></p><p>All of this tells us that you need to buy whenever your fellow investors freak out and sell stocks because of fresh worries about inflation forcing the Fed to play tough. That’s not going to happen because inflation will subside.</p><p>The inflation and Fed panic this week won’t be the last, since signs of inflation’s decline probably won’t appear until April or May. Plus, the Fed still has to start hiking rates and trimming its balance sheet. These moves could cause tremors, too.</p><p>Yardeni thinks the S&amp;P 500 will be up 7% by year-end, with plenty of buyable dips at least through midyear. He projects 15% gains in the S&amp;P 500 by mid-2023.</p><p>“We would use the cash to buy stocks on dips,” he says.</p><p>Companies have so much cash ($3.7 trillion, excluding holdings of equities and mutual funds), they may be right there with you, buying the pullbacks. Or buying other companies in the weakness, as we saw in January. Purchases of companies in tech in January were the second-highest on record.</p><p>The “Fed put” may be kaput, but the “CFO put” may replace it, says Yardeni. He favors energy, financials and beaten-down tech.</p><p>If, like me, you favor stocks that insiders are buying, here are three to consider in these sectors.</p><p><b>Continental Resources</b></p><p>I was singling out Continental Resources as a “must own” name in the $7.50 to $15 range in 2020 in my stock letter, Brush Up on Stocks (link in bio below). It now trades for $55, but I still like it. One reason is that founder Harold Hamm continues to be a big buyer of the shares, most recently in the upper $40 range. Another reason is that Hamm was an early buyer of natural gas resources in the U.S. so he got some of the best fields, and he got them cheap. Like Hamm, who is a big owner, investors today still reap the rewards from this.</p><p><b>Western Alliance Bancorp</b></p><p>Bank stocks have been strong. But Western Alliance Bancorp still looks attractive because CEO Kenneth Vecchione and CFO Dale Gibbons just bought over $1 million worth of stock up to $100 per share. Vecchione has a good record for timing purchases. Western Alliance is a Phoenix-based bank that beefed up its mortgage business with the acquisition of AmeriHome Mortgage Co. in April. Banks do well when the economy expands, because loan growth picks up and loan quality improves. Both of these trends played out at Western Alliance in the third quarter.</p><p><b>Microsoft</b></p><p>Like most tech companies, Microsoft got hit hard in January, falling around 20% to the low $280 range. In the selloff, director Emma Walmsley bought over $1 million worth of stock at $296 to $311.50. You can currently get the stock for the same prices or better. Under CEO Satya Nadella, Microsoft has hit its stride as a digital-transformation play with its Azure offering. The trend will continue to support solid growth, such as the 20% sales increase in the fourth quarter, which drove diluted earnings per share up 22%.</p><p><b>One big challenge remaining?</b></p><p>One problem for stocks right now is that inflation tends to weigh on valuation multiples. But this may have already played out. It sure looks like it, in the chart below. Should inflation begin to ease, so will these valuation contractions.</p><p><img src=\"https://static.tigerbbs.com/146b6b6f5e901b1b7fe120db83cfc07f\" tg-width=\"700\" tg-height=\"425\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CLR":"大陆能源","MSFT":"微软","WAL":"阿莱恩斯西部银行"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106670391","content_text":"We’re not getting a 1970s-style inflation spike. Inflation is likely to ease this year, reducing downward pressure on stocks.Inflation and the Federal Reserve’s potential reaction to it have the stock market all shook up.But like early concerns that Elvis Presley and rock ‘n’ roll would ruin the country, these are just false fears. So stocks are a buy every time the market hits replay on this song.Thursday’s decline in the stock market won’t be the last. Inflation, which the government reported came in at a searing 7.5% for January, will print high for a month or two. But inflation will show signs of calming down this summer and throughout the second half of the year.This will ease fears of a 1970s-style wage-price spiral that would have the Fed doing a Paul Volcker 2.0 hatchet job on growth. To fight inflation, Fed chair Volcker hiked rates so much in the late 1970s and early 1980s that he slammed the economy into a painful recession.That’s not going to happen this time around, for the reasons below. Growth will continue to be OK because of embedded forms of stimulus, including: Low inventories that have to be rebuilt; strong consumer and corporate balance sheets; and low consumer confidence, which has plenty of room to improve as the Covid decline becomes more evident.“If we see inflation coming down on its own, that would bring great joy and cheer to the markets,” says Ed Yardeni, of Yardeni Research. “That would mean the Fed doesn’t have to catch up in an abrupt fashion.”That’s Yardeni’s take, and I think he’s right for the following five reasons.Reason #1: Supply-chain issues are a fixable problemCovid really screwed up supply chains, as lockdowns and worker illnesses got in the way. This created shortages, which drove up prices. But with Omicron shifting Covid into an endemic phase, supply chains are getting fixed. The related pricing pressure will ease.For example, one of the big drivers of inflation is the rise in auto prices, thanks to chip shortages limiting production. But Japan’s auto production rose in November and December, according to Haver Analytics. If Japanese companies can find chips, then others will too. Improved production will bring down soaring used and new car prices, predicts Yardeni.We see signs that supply chains are already being repaired, as there’s been a decline in unfilled orders.Reason #2: Demand shock is waningBesides Covid, a demand shock crippled supply chains. When governments and central banks throw tons of money into the economy, guess what? People spend it freely. That drives up prices.Now, though, the free money is dwindling. Generous unemployment benefits have ended. President Joe Biden’s failure to get Build Back Better passed signaled the end of trillion-dollar Covid-era spending plans.“We won’t get any more fiscal stimulus, so demand will simmer down,” says Yardeni.The Fed will soon start trimming its balance sheet. This will ease demand pressures, too.In the chart below, we see that the contraction in the federal deficit relative to GDP can foreshadow a decline in inflation. The chart comes from James Paulsen, an economist and chief market strategist at the independent research firm Leuthold. Note that the red line representing the deficit-to-GDP ratio is pushed forward by a year, because of the lag in the impact this has on inflation.Reason #3: Productivity is coming to the rescueThanks to labor shortages, companies have really increased their spending on technology and machines (capital spending) to boost productivity. Defined as output per worker, productivity goes up when the technology-to-labor ratio increases in the workplace.You can see this in the big increase in durable goods orders, but companies are telling us the same thing. Blackstone Chief Operating Officer Jonathan Gray says companies owned by his firm are spending 15%-20% more on technology.As companies get more output from the same labor cost, they feel less pressure to pass their own cost increases on to customers. That is happening now. We know this because profit margins are holding up despite labor cost increases.The chart below also confirms that productivity, while volatile, is consistently higher since the start of the pandemic. In contrast, during the 1970s wage-price spiral, productivity growth had collapsed — one reason the Fed had to play rough.Reason #4: Money supply growth is slowingThis is a pretty good predictor of inflation, says Paulsen. This makes sense, because when people get more money (more is injected into the economy), they tend to spend more, driving up prices. Currently, money supply growth is contracting, so inflation will too.In the chart below, the red line representing money supply is pushed forward by one year. That’s because the change in money supply growth affects inflation with about a one-year lag.Reason #5: The dollar is strongA strong dollar reduces foreign demand for U.S. products. This cools off inflation in the U.S. That is happening now. This chart shows the tight relationship between the dollar and U.S. prices. The red line representing the dollar is on an inverted scale, which means it declines as the dollar strengthens. The blue line is prices.It’s a good time to buy stocksAll of this tells us that you need to buy whenever your fellow investors freak out and sell stocks because of fresh worries about inflation forcing the Fed to play tough. That’s not going to happen because inflation will subside.The inflation and Fed panic this week won’t be the last, since signs of inflation’s decline probably won’t appear until April or May. Plus, the Fed still has to start hiking rates and trimming its balance sheet. These moves could cause tremors, too.Yardeni thinks the S&P 500 will be up 7% by year-end, with plenty of buyable dips at least through midyear. He projects 15% gains in the S&P 500 by mid-2023.“We would use the cash to buy stocks on dips,” he says.Companies have so much cash ($3.7 trillion, excluding holdings of equities and mutual funds), they may be right there with you, buying the pullbacks. Or buying other companies in the weakness, as we saw in January. Purchases of companies in tech in January were the second-highest on record.The “Fed put” may be kaput, but the “CFO put” may replace it, says Yardeni. He favors energy, financials and beaten-down tech.If, like me, you favor stocks that insiders are buying, here are three to consider in these sectors.Continental ResourcesI was singling out Continental Resources as a “must own” name in the $7.50 to $15 range in 2020 in my stock letter, Brush Up on Stocks (link in bio below). It now trades for $55, but I still like it. One reason is that founder Harold Hamm continues to be a big buyer of the shares, most recently in the upper $40 range. Another reason is that Hamm was an early buyer of natural gas resources in the U.S. so he got some of the best fields, and he got them cheap. Like Hamm, who is a big owner, investors today still reap the rewards from this.Western Alliance BancorpBank stocks have been strong. But Western Alliance Bancorp still looks attractive because CEO Kenneth Vecchione and CFO Dale Gibbons just bought over $1 million worth of stock up to $100 per share. Vecchione has a good record for timing purchases. Western Alliance is a Phoenix-based bank that beefed up its mortgage business with the acquisition of AmeriHome Mortgage Co. in April. Banks do well when the economy expands, because loan growth picks up and loan quality improves. Both of these trends played out at Western Alliance in the third quarter.MicrosoftLike most tech companies, Microsoft got hit hard in January, falling around 20% to the low $280 range. In the selloff, director Emma Walmsley bought over $1 million worth of stock at $296 to $311.50. You can currently get the stock for the same prices or better. Under CEO Satya Nadella, Microsoft has hit its stride as a digital-transformation play with its Azure offering. The trend will continue to support solid growth, such as the 20% sales increase in the fourth quarter, which drove diluted earnings per share up 22%.One big challenge remaining?One problem for stocks right now is that inflation tends to weigh on valuation multiples. But this may have already played out. It sure looks like it, in the chart below. Should inflation begin to ease, so will these valuation contractions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839672535,"gmtCreate":1629159104127,"gmtModify":1676529947381,"author":{"id":"3582070545317933","authorId":"3582070545317933","name":"WLC123","avatar":"https://static.tigerbbs.com/410924b3e2abac099e2d8ab6d86c8a4d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Well, I'm not surprised...","listText":"Well, I'm not surprised...","text":"Well, I'm not surprised...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/839672535","repostId":"2160278866","repostType":4,"repost":{"id":"2160278866","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":1629153526,"share":"https://www.laohu8.com/m/news/2160278866?lang=&edition=full","pubTime":"2021-08-17 06:38","market":"us","language":"en","title":"S&P 500, Dow hit record highs as defensive shares shine","url":"https://stock-news.laohu8.com/highlight/detail?id=2160278866","media":"Reuters","summary":"* Healthcare sector rises over 1%, utilities, staples gain\n* Cyclical areas off: Energy, materials, ","content":"<p>* Healthcare sector rises over 1%, utilities, staples gain</p>\n<p>* Cyclical areas off: Energy, materials, financials weak</p>\n<p>* China factory output, retail sales growth slow sharply</p>\n<p>* Tesla slumps after U.S. opens probe into Autopilot</p>\n<p>* Dow up 0.31%, S&amp;P up 0.26%, Nasdaq down 0.2%</p>\n<p>Aug 16 (Reuters) - The benchmark S&amp;P 500 and the Dow industrials hit record highs on Monday as investors moved into defensive sectors and stocks recovered from losses earlier in the session, shaking off glum economic data out of China.</p>\n<p>Economically sensitive groups such as energy, materials and financials were weaker after China's factory output and retail sales growth slowed sharply and missed expectations in July, as new COVID-19 outbreaks and floods disrupted business operations.</p>\n<p>But healthcare gained 1.1%, the best-performing S&amp;P 500 sector. Utilities and consumer staples -- also generally regarded as defensive sectors -- further bolstered market gains.</p>\n<p>The S&amp;P 500 and the Dow both posted record high closes for their fifth straight sessions, even after the major indexes were initially well in the red.</p>\n<p>\"There is just huge amounts of liquidity, massive amounts of cash out there, both on corporate balance sheets and in private investors’ pockets, and because of that every tiny dip that there is, people look for bargains and they buy and they keep it buoyant,\" said Randy Frederick, vice president of trading and derivatives for Charles Schwab in Austin, Texas.</p>\n<p>The Dow Jones Industrial Average rose 110.02 points, or 0.31%, to 35,625.4, the S&amp;P 500 gained 11.71 points, or 0.26%, to 4,479.71 and the Nasdaq Composite dropped 29.14 points, or 0.2%, to 14,793.76.</p>\n<p>A rebound in the U.S. economy including a stellar second-quarter corporate earnings season along with accommodative monetary policy has underpinned positive sentiment for equities. The S&amp;P 500 has gained 100% since its March 2020 low.</p>\n<p>“The overall environment remains supportive of risk assets, so there is a gravitational pull upward for stocks,” said Kristina Hooper, chief global market strategist at Invesco.</p>\n<p>Investors are looking for signs about when the Federal Reserve will rein in its easy money policies, with minutes from the central bank's latest meeting due on Wednesday. A resurgence in COVID-19 cases and the impact on the economy are keeping markets on edge, with investors watching earnings reports from major retailers due later in the week.</p>\n<p>Investors were also digesting news from Afghanistan, where thousands of civilians desperate to flee the country thronged Kabul airport after the Taliban seized the capital.</p>\n<p>In company news, Tesla shares fell 4.3% after U.S. auto safety regulators said they had opened a formal safety probe into the company's driver assistance system Autopilot after a series of crashes involving emergency vehicles.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.75-to-1 ratio; on Nasdaq, a 2.22-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 68 new 52-week highs and one new lows; the Nasdaq Composite recorded 72 new highs and 259 new lows.</p>\n<p>About 8.5 billion shares changed hands in U.S. exchanges, below the 9.2 billion daily average over the last 20 sessions.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500, Dow hit record highs as defensive shares shine</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500, Dow hit record highs as defensive shares shine\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\">2021-08-17 06:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* Healthcare sector rises over 1%, utilities, staples gain</p>\n<p>* Cyclical areas off: Energy, materials, financials weak</p>\n<p>* China factory output, retail sales growth slow sharply</p>\n<p>* Tesla slumps after U.S. opens probe into Autopilot</p>\n<p>* Dow up 0.31%, S&amp;P up 0.26%, Nasdaq down 0.2%</p>\n<p>Aug 16 (Reuters) - The benchmark S&amp;P 500 and the Dow industrials hit record highs on Monday as investors moved into defensive sectors and stocks recovered from losses earlier in the session, shaking off glum economic data out of China.</p>\n<p>Economically sensitive groups such as energy, materials and financials were weaker after China's factory output and retail sales growth slowed sharply and missed expectations in July, as new COVID-19 outbreaks and floods disrupted business operations.</p>\n<p>But healthcare gained 1.1%, the best-performing S&amp;P 500 sector. Utilities and consumer staples -- also generally regarded as defensive sectors -- further bolstered market gains.</p>\n<p>The S&amp;P 500 and the Dow both posted record high closes for their fifth straight sessions, even after the major indexes were initially well in the red.</p>\n<p>\"There is just huge amounts of liquidity, massive amounts of cash out there, both on corporate balance sheets and in private investors’ pockets, and because of that every tiny dip that there is, people look for bargains and they buy and they keep it buoyant,\" said Randy Frederick, vice president of trading and derivatives for Charles Schwab in Austin, Texas.</p>\n<p>The Dow Jones Industrial Average rose 110.02 points, or 0.31%, to 35,625.4, the S&amp;P 500 gained 11.71 points, or 0.26%, to 4,479.71 and the Nasdaq Composite dropped 29.14 points, or 0.2%, to 14,793.76.</p>\n<p>A rebound in the U.S. economy including a stellar second-quarter corporate earnings season along with accommodative monetary policy has underpinned positive sentiment for equities. The S&amp;P 500 has gained 100% since its March 2020 low.</p>\n<p>“The overall environment remains supportive of risk assets, so there is a gravitational pull upward for stocks,” said Kristina Hooper, chief global market strategist at Invesco.</p>\n<p>Investors are looking for signs about when the Federal Reserve will rein in its easy money policies, with minutes from the central bank's latest meeting due on Wednesday. A resurgence in COVID-19 cases and the impact on the economy are keeping markets on edge, with investors watching earnings reports from major retailers due later in the week.</p>\n<p>Investors were also digesting news from Afghanistan, where thousands of civilians desperate to flee the country thronged Kabul airport after the Taliban seized the capital.</p>\n<p>In company news, Tesla shares fell 4.3% after U.S. auto safety regulators said they had opened a formal safety probe into the company's driver assistance system Autopilot after a series of crashes involving emergency vehicles.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.75-to-1 ratio; on Nasdaq, a 2.22-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 68 new 52-week highs and one new lows; the Nasdaq Composite recorded 72 new highs and 259 new lows.</p>\n<p>About 8.5 billion shares changed hands in U.S. exchanges, below the 9.2 billion daily average over the last 20 sessions.</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",".DJI":"道琼斯","SPXU":"三倍做空标普500ETF","SDS":"两倍做空标普500ETF","IVV":"标普500指数ETF","OEF":"标普100指数ETF-iShares",".IXIC":"NASDAQ Composite","TSLA":"特斯拉","UPRO":"三倍做多标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","SPY":"标普500ETF","SH":"标普500反向ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160278866","content_text":"* Healthcare sector rises over 1%, utilities, staples gain\n* Cyclical areas off: Energy, materials, financials weak\n* China factory output, retail sales growth slow sharply\n* Tesla slumps after U.S. opens probe into Autopilot\n* Dow up 0.31%, S&P up 0.26%, Nasdaq down 0.2%\nAug 16 (Reuters) - The benchmark S&P 500 and the Dow industrials hit record highs on Monday as investors moved into defensive sectors and stocks recovered from losses earlier in the session, shaking off glum economic data out of China.\nEconomically sensitive groups such as energy, materials and financials were weaker after China's factory output and retail sales growth slowed sharply and missed expectations in July, as new COVID-19 outbreaks and floods disrupted business operations.\nBut healthcare gained 1.1%, the best-performing S&P 500 sector. Utilities and consumer staples -- also generally regarded as defensive sectors -- further bolstered market gains.\nThe S&P 500 and the Dow both posted record high closes for their fifth straight sessions, even after the major indexes were initially well in the red.\n\"There is just huge amounts of liquidity, massive amounts of cash out there, both on corporate balance sheets and in private investors’ pockets, and because of that every tiny dip that there is, people look for bargains and they buy and they keep it buoyant,\" said Randy Frederick, vice president of trading and derivatives for Charles Schwab in Austin, Texas.\nThe Dow Jones Industrial Average rose 110.02 points, or 0.31%, to 35,625.4, the S&P 500 gained 11.71 points, or 0.26%, to 4,479.71 and the Nasdaq Composite dropped 29.14 points, or 0.2%, to 14,793.76.\nA rebound in the U.S. economy including a stellar second-quarter corporate earnings season along with accommodative monetary policy has underpinned positive sentiment for equities. The S&P 500 has gained 100% since its March 2020 low.\n“The overall environment remains supportive of risk assets, so there is a gravitational pull upward for stocks,” said Kristina Hooper, chief global market strategist at Invesco.\nInvestors are looking for signs about when the Federal Reserve will rein in its easy money policies, with minutes from the central bank's latest meeting due on Wednesday. A resurgence in COVID-19 cases and the impact on the economy are keeping markets on edge, with investors watching earnings reports from major retailers due later in the week.\nInvestors were also digesting news from Afghanistan, where thousands of civilians desperate to flee the country thronged Kabul airport after the Taliban seized the capital.\nIn company news, Tesla shares fell 4.3% after U.S. auto safety regulators said they had opened a formal safety probe into the company's driver assistance system Autopilot after a series of crashes involving emergency vehicles.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.75-to-1 ratio; on Nasdaq, a 2.22-to-1 ratio favored decliners.\nThe S&P 500 posted 68 new 52-week highs and one new lows; the Nasdaq Composite recorded 72 new highs and 259 new lows.\nAbout 8.5 billion shares changed hands in U.S. exchanges, below the 9.2 billion daily average over the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170021728,"gmtCreate":1626396463764,"gmtModify":1703759269445,"author":{"id":"3582070545317933","authorId":"3582070545317933","name":"WLC123","avatar":"https://static.tigerbbs.com/410924b3e2abac099e2d8ab6d86c8a4d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"I will also be very, very carefully watching you... :p","listText":"I will also be very, very carefully watching you... :p","text":"I will also be very, very carefully watching you... :p","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/170021728","repostId":"2151578001","repostType":4,"repost":{"id":"2151578001","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":1626395190,"share":"https://www.laohu8.com/m/news/2151578001?lang=&edition=full","pubTime":"2021-07-16 08:26","market":"us","language":"en","title":"U.S. Treasury's Yellen says need to watch inflation 'very, very carefully'","url":"https://stock-news.laohu8.com/highlight/detail?id=2151578001","media":"Reuters","summary":"WASHINGTON, July 15 (Reuters) - U.S. Treasury Secretary Janet Yellen repeated her view that current ","content":"<p>WASHINGTON, July 15 (Reuters) - U.S. Treasury Secretary Janet Yellen repeated her view that current elevated inflation is transitory but said in a National Public Radio Interview it needed to be watched \"very, very carefully.\"</p>\n<p>“We shouldn’t expect it to disappear next month, but certainly over the medium term I don’t think it will continue,\" Yellen said of inflation. \"But of course, we need to watch inflation very, very carefully.\"</p>\n<p>(Reporting by David Lawder and Tim Ahmann Editing by Chris Reese)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Treasury's Yellen says need to watch inflation 'very, very carefully'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Treasury's Yellen says need to watch inflation 'very, very carefully'\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\">2021-07-16 08:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>WASHINGTON, July 15 (Reuters) - U.S. Treasury Secretary Janet Yellen repeated her view that current elevated inflation is transitory but said in a National Public Radio Interview it needed to be watched \"very, very carefully.\"</p>\n<p>“We shouldn’t expect it to disappear next month, but certainly over the medium term I don’t think it will continue,\" Yellen said of inflation. \"But of course, we need to watch inflation very, very carefully.\"</p>\n<p>(Reporting by David Lawder and Tim Ahmann Editing by Chris Reese)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151578001","content_text":"WASHINGTON, July 15 (Reuters) - U.S. Treasury Secretary Janet Yellen repeated her view that current elevated inflation is transitory but said in a National Public Radio Interview it needed to be watched \"very, very carefully.\"\n“We shouldn’t expect it to disappear next month, but certainly over the medium term I don’t think it will continue,\" Yellen said of inflation. \"But of course, we need to watch inflation very, very carefully.\"\n(Reporting by David Lawder and Tim Ahmann Editing by Chris Reese)","news_type":1},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170029058,"gmtCreate":1626396338074,"gmtModify":1703759264916,"author":{"id":"3582070545317933","authorId":"3582070545317933","name":"WLC123","avatar":"https://static.tigerbbs.com/410924b3e2abac099e2d8ab6d86c8a4d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Opportunity to buy in tech stock :p","listText":"Opportunity to buy in tech stock :p","text":"Opportunity to buy in tech stock :p","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/170029058","repostId":"2151573133","repostType":4,"repost":{"id":"2151573133","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":1626379249,"share":"https://www.laohu8.com/m/news/2151573133?lang=&edition=full","pubTime":"2021-07-16 04:00","market":"us","language":"en","title":"Nasdaq ends lower as investors sell Big Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2151573133","media":"Reuters","summary":"July 15  - The Nasdaq ended lower on Thursday, pulled down by Apple, Amazon and other Big Tech companies as a fall in weekly jobless claims data fed investor concerns about a recent inflation spike.Amazon, Apple, Tesla and $Facebook$all fell. Nvidia tumbled around 4%.The S&P 500 technology sector index ended a four-day winning streak. Earlier this week, investors' favor for heavyweight growth stocks pushed the S&P 500 and the Nasdaq to record highs.The S&P 500 energy sector index fell more than ","content":"<ul>\n <li>U.S. weekly jobless claims fall to 16-month low</li>\n <li>Tech sector ends four-day winning streak</li>\n</ul>\n<p>July 15 (Reuters) - The Nasdaq ended lower on Thursday, pulled down by Apple, Amazon and other Big Tech companies as a fall in weekly jobless claims data fed investor concerns about a recent inflation spike.</p>\n<p>Amazon, Apple,&nbsp;Tesla and <a href=\"https://laohu8.com/S/FB\">Facebook</a>all fell. Nvidia&nbsp;tumbled around 4%.</p>\n<p>The S&amp;P 500 technology sector index ended a four-day winning streak. Earlier this week, investors' favor for heavyweight growth stocks pushed the S&amp;P 500 and the Nasdaq to record highs.</p>\n<p>The S&amp;P 500 energy sector index fell more than 1% and tracked a drop in crude prices on expectations of more supply after a compromise agreement between leading OPEC producers.</p>\n<p>Fresh data showed the number of Americans filing new claims for unemployment benefits fell last week to a 16-month low, while worker shortages and bottlenecks in the supply chain have frustrated efforts by businesses to ramp up production to meet strong demand for goods and services.</p>\n<p>Federal Reserve Chair Jerome Powell told lawmakers he anticipated the shortages and high inflation would abate. Yet many investors still worry that more sustained inflation could lead to a sooner-than-expected tightening of monetary policy.</p>\n<p>\"People are very nervous and concerned about inflation, tax rates and the (2022 midterm) election. Those three things are very much on people's minds,\" said 6 Meridian Chief Investment Officer Andrew Mies, describing recent phone calls with his firm's clients.</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 54.52 points, or 0.16%, to 34,987.75, the S&amp;P 500 lost 14.29 points, or 0.33%, to 4,360.01 and the Nasdaq Composite&nbsp;dropped 101.82 points, or 0.7%, to 14,543.13.</p>\n<p><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> dipped as much as 1.2% after it beat expectations for quarterly profit, getting a boost from record investment banking activity even as the trading bonanza that supported results in recent quarters slowed down.</p>\n<p>Second-quarter reporting season kicked off this week, with the four largest U.S. lenders - Wells Fargo &amp; Co , $Bank of America Corp(BAC-N)$ , $Citigroup Inc(C-N)$ and JPMorgan Chase &amp; Co - posting a combined $33 billion in profits, but also highlighting the industry's sensitivity to low interest rates.</p>\n<p>Blackstone said late on Wednesday it would pay $2.2 billion for 9.9% stake in American International Group's life and retirement business. AIG and Blackstone both rallied.</p>\n<p>Johnson &amp; Johnson dipped after it voluntarily recalled five aerosol sunscreen products in the United States after detecting a cancer-causing chemical in some samples.</p>\n<p>(Reporting by Noel Randewich; Additional reporting by Devik Jain and Shreyashi Sanyal in Bengaluru; Editing by Maju Samuel)</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>Nasdaq ends lower as investors sell Big Tech</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 ends lower as investors sell Big Tech\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\">2021-07-16 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>U.S. weekly jobless claims fall to 16-month low</li>\n <li>Tech sector ends four-day winning streak</li>\n</ul>\n<p>July 15 (Reuters) - The Nasdaq ended lower on Thursday, pulled down by Apple, Amazon and other Big Tech companies as a fall in weekly jobless claims data fed investor concerns about a recent inflation spike.</p>\n<p>Amazon, Apple,&nbsp;Tesla and <a href=\"https://laohu8.com/S/FB\">Facebook</a>all fell. Nvidia&nbsp;tumbled around 4%.</p>\n<p>The S&amp;P 500 technology sector index ended a four-day winning streak. Earlier this week, investors' favor for heavyweight growth stocks pushed the S&amp;P 500 and the Nasdaq to record highs.</p>\n<p>The S&amp;P 500 energy sector index fell more than 1% and tracked a drop in crude prices on expectations of more supply after a compromise agreement between leading OPEC producers.</p>\n<p>Fresh data showed the number of Americans filing new claims for unemployment benefits fell last week to a 16-month low, while worker shortages and bottlenecks in the supply chain have frustrated efforts by businesses to ramp up production to meet strong demand for goods and services.</p>\n<p>Federal Reserve Chair Jerome Powell told lawmakers he anticipated the shortages and high inflation would abate. Yet many investors still worry that more sustained inflation could lead to a sooner-than-expected tightening of monetary policy.</p>\n<p>\"People are very nervous and concerned about inflation, tax rates and the (2022 midterm) election. Those three things are very much on people's minds,\" said 6 Meridian Chief Investment Officer Andrew Mies, describing recent phone calls with his firm's clients.</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 54.52 points, or 0.16%, to 34,987.75, the S&amp;P 500 lost 14.29 points, or 0.33%, to 4,360.01 and the Nasdaq Composite&nbsp;dropped 101.82 points, or 0.7%, to 14,543.13.</p>\n<p><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> dipped as much as 1.2% after it beat expectations for quarterly profit, getting a boost from record investment banking activity even as the trading bonanza that supported results in recent quarters slowed down.</p>\n<p>Second-quarter reporting season kicked off this week, with the four largest U.S. lenders - Wells Fargo &amp; Co , $Bank of America Corp(BAC-N)$ , $Citigroup Inc(C-N)$ and JPMorgan Chase &amp; Co - posting a combined $33 billion in profits, but also highlighting the industry's sensitivity to low interest rates.</p>\n<p>Blackstone said late on Wednesday it would pay $2.2 billion for 9.9% stake in American International Group's life and retirement business. AIG and Blackstone both rallied.</p>\n<p>Johnson &amp; Johnson dipped after it voluntarily recalled five aerosol sunscreen products in the United States after detecting a cancer-causing chemical in some samples.</p>\n<p>(Reporting by Noel Randewich; Additional reporting by Devik Jain and Shreyashi Sanyal in Bengaluru; Editing by Maju Samuel)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","AIG":"美国国际集团","PSQ":"纳指反向ETF","OEX":"标普100","TQQQ":"纳指三倍做多ETF",".SPX":"S&P 500 Index","JPM":"摩根大通","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","QLD":"纳指两倍做多ETF","MS":"摩根士丹利","DJX":"1/100道琼斯","QQQ":"纳指100ETF","DDM":"道指两倍做多ETF","OEF":"标普100指数ETF-iShares","C":"花旗","SQQQ":"纳指三倍做空ETF","BAC":"美国银行","JNJ":"强生","DOG":"道指反向ETF","AMZN":"亚马逊",".DJI":"道琼斯","SDS":"两倍做空标普500ETF","09086":"华夏纳指-U","SPXU":"三倍做空标普500ETF","DXD":"道指两倍做空ETF",".IXIC":"NASDAQ Composite","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","SDOW":"道指三倍做空ETF-ProShares","QID":"纳指两倍做空ETF","NVDA":"英伟达","QNETCN":"纳斯达克中美互联网老虎指数","BX":"黑石","AAPL":"苹果","TSLA":"特斯拉","03086":"华夏纳指","WFC":"富国银行","IVV":"标普500指数ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151573133","content_text":"U.S. weekly jobless claims fall to 16-month low\nTech sector ends four-day winning streak\n\nJuly 15 (Reuters) - The Nasdaq ended lower on Thursday, pulled down by Apple, Amazon and other Big Tech companies as a fall in weekly jobless claims data fed investor concerns about a recent inflation spike.\nAmazon, Apple, Tesla and Facebookall fell. Nvidia tumbled around 4%.\nThe S&P 500 technology sector index ended a four-day winning streak. Earlier this week, investors' favor for heavyweight growth stocks pushed the S&P 500 and the Nasdaq to record highs.\nThe S&P 500 energy sector index fell more than 1% and tracked a drop in crude prices on expectations of more supply after a compromise agreement between leading OPEC producers.\nFresh data showed the number of Americans filing new claims for unemployment benefits fell last week to a 16-month low, while worker shortages and bottlenecks in the supply chain have frustrated efforts by businesses to ramp up production to meet strong demand for goods and services.\nFederal Reserve Chair Jerome Powell told lawmakers he anticipated the shortages and high inflation would abate. Yet many investors still worry that more sustained inflation could lead to a sooner-than-expected tightening of monetary policy.\n\"People are very nervous and concerned about inflation, tax rates and the (2022 midterm) election. Those three things are very much on people's minds,\" said 6 Meridian Chief Investment Officer Andrew Mies, describing recent phone calls with his firm's clients.\nUnofficially, the Dow Jones Industrial Average rose 54.52 points, or 0.16%, to 34,987.75, the S&P 500 lost 14.29 points, or 0.33%, to 4,360.01 and the Nasdaq Composite dropped 101.82 points, or 0.7%, to 14,543.13.\nMorgan Stanley dipped as much as 1.2% after it beat expectations for quarterly profit, getting a boost from record investment banking activity even as the trading bonanza that supported results in recent quarters slowed down.\nSecond-quarter reporting season kicked off this week, with the four largest U.S. lenders - Wells Fargo & Co , $Bank of America Corp(BAC-N)$ , $Citigroup Inc(C-N)$ and JPMorgan Chase & Co - posting a combined $33 billion in profits, but also highlighting the industry's sensitivity to low interest rates.\nBlackstone said late on Wednesday it would pay $2.2 billion for 9.9% stake in American International Group's life and retirement business. AIG and Blackstone both rallied.\nJohnson & Johnson dipped after it voluntarily recalled five aerosol sunscreen products in the United States after detecting a cancer-causing chemical in some samples.\n(Reporting by Noel Randewich; Additional reporting by Devik Jain and Shreyashi Sanyal in Bengaluru; Editing by Maju Samuel)","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148694756,"gmtCreate":1625970224975,"gmtModify":1703751390157,"author":{"id":"3582070545317933","authorId":"3582070545317933","name":"WLC123","avatar":"https://static.tigerbbs.com/410924b3e2abac099e2d8ab6d86c8a4d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Fuiyoh...","listText":"Fuiyoh...","text":"Fuiyoh...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/148694756","repostId":"1187480487","repostType":4,"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9955583024,"gmtCreate":1675560043069,"gmtModify":1676539007567,"author":{"id":"3582070545317933","authorId":"3582070545317933","name":"WLC123","avatar":"https://static.tigerbbs.com/410924b3e2abac099e2d8ab6d86c8a4d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955583024","repostId":"2308089266","repostType":4,"repost":{"id":"2308089266","pubTimestamp":1675555775,"share":"https://www.laohu8.com/m/news/2308089266?lang=&edition=full","pubTime":"2023-02-05 08:09","market":"us","language":"en","title":"Tesla: Pricing Power At A Fair Value","url":"https://stock-news.laohu8.com/highlight/detail?id=2308089266","media":"Seeking Alpha","summary":"SummaryThe current Tesla, Inc. share price is trading near the intrinsic value of the company.Existi","content":"<html><head></head><body><h2>Summary</h2><ul><li>The current Tesla, Inc. share price is trading near the intrinsic value of the company.</li><li>Existing margins are solid and indicate stable product lines with pricing power.</li><li>Core technologies are transferable to additional product lines.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/66d2917dce2f3a60b38114d0167a3b3b\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>Tesla Risks and Returns  Justin Sullivan</span></p><h2>The Value of Software</h2><p>Tesla, Inc. (NASDAQ:TSLA) is not just a car company; it is a technology company. This has been a hot topic of debate, especially since it makes 95% of revenue from selling cars. We need to pull Tesla&#39;s revenue streams apart a little bit to understand why its core offering is software. The Tesla motor&#39;s carbon fiber wrap impresses the mechanical engineer in me, but the software in the Tesla is the game changer.</p><p>I am lucky enough to be a beta tester for Full Self Driving (&#34;FSD&#34;). My Model 3 received FSD Beta in September of 2022, and it is amazing. A few days after I got the upgrade, I let it take me and my son from his soccer game all the way home with no input from me. Although a necessary 3 lane change in 100 meters was less than comfortable, stop lights, signs, and almost everything else was handled well by the system. My background in machine learning and data science gives me a deep appreciation of what the team has accomplished. Still, this is Seeking Alpha, and we should focus on the numbers, more specifically the numbers with dollar signs in front of them.</p><p>Tesla has increased the cost of its Full Self Driving capability from $6,000 in 2019 to $15,000; not bad pricing power for software in beta that isn&#39;t really fully self-driving yet. The take rate on the FSD add-on is now around 14%, however, I believe that shows a purposeful reversion caused by Tesla pricing policies. The chart below shows the FSD take rate since late 2016.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9011064222279def6ac65015c4e6d2f\" tg-width=\"640\" tg-height=\"374\" referrerpolicy=\"no-referrer\"/><span>Teslike Order Tracker</span></p><p>The company began raising prices on the FSD option in Quarter 3 of 2019 and continued until the most recent price increase to $15k at the end of 2022. The take rate is now back down to the level it started at. I don&#39;t believe the increase in price is Tesla giving up, as other authors have argued. I have experienced a massive increase in capabilities and functionality moving from Enhanced Autopilot to FSD. Tesla also has multiple options for leveraging this technology in other products, as can be seen from the application of the FSD algorithms to their humanoid robot, Optimus. The team applied the same Artificial Intelligence techniques used in FSD to create the bot in under a year.</p><p>Tesla products are cool for sure, however, cool products do not make a successful company. Only solid business fundamentals can do that.</p><h2>Long-Term Growth Prospects</h2><p>The following chart shows Tesla compared with the rest of the companies in the S&amp;P 500 (SP500) for context regarding earnings on unleveraged net tangible assets. The blue shaded area here shows the distribution of all other companies in the S&amp;P 500 since 2013. Tesla is way up at the top, above the 85th percentile.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14e5ca37a57e3c4aba44972d5b22df56\" tg-width=\"640\" tg-height=\"382\" referrerpolicy=\"no-referrer\"/><span>Authors Image from Financial Modeling Prep Data</span></p><p>Warren Buffett uses unleveraged net tangible assets to decide what he calls the long-term economic prospects of a business. His logic is simple, increasing earnings without major capital requirements is a better business to be in. It takes money to make money, but you want it to take as little money as possible.</p><p>At a Return on Unleveraged Net Tangible Assets of 14.7% Tesla is well above the rest of the S&amp;P 500, which is centered around 6.1%. The recent massive increase shown in the chart above demonstrated pricing power during an economic shock. Other SA authors have pointed out the Tesla has the ability to capitalize on more segments of the value chain than other car companies such as Ford (F) or General Motors (GM). I see this as a positive for the overall business model and demonstrates the pricing power of the product lines rather than a negative on margins. GM and Ford were left watching the dealerships soak up most of the increased margins.</p><p>The chart below shows that Tesla does forecast a decrease in margins until at least February of 2024. The decrease in margins expected reaches a level that normalizes back to long-term trends and still maintains a very healthy 14%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/131986e94678c661b3a9e018da7faf80\" tg-width=\"640\" tg-height=\"213\" referrerpolicy=\"no-referrer\"/><span>Authors Image from Financial Modeling Prep Data</span></p><p>It is important to understand that this margin prediction is not based on my opinion. It is the result of analyst forecasts from major brokerage houses for both earnings and revenue.</p><h2>Risk Reward Forecast</h2><p>Here we explore risk and reward for TSLA stock over the next two annual earnings cycles.</p><p>The below chart is a prediction of value at risk and potential return of holding Tesla stock. As shown by the blue intrinsic value region in the chart below, Tesla is in the center of its intrinsic value region. The large drop at the end of the 3erd Quarter of 2022 is the result of the decrease in margins shown in the chart above.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/223c1ae44e6103a8a05ce44c339cb4ad\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/><span>Authors Image from Financial Modeling Prep Data</span></p><p>Tesla now has a value at risk of 52%, while potential returns are only 8%. This 8% is based on the long-term intrinsic value that Tesla has traded at. Long term, the company has solid fundamentals, so as a buy and hold you can do well. The range of predicted values in 2024 is very large, so over the near term Tesla is a momentum and sentiment play. I can&#39;t predict how well a near-term trade will turn out, but the odds are in favor of the long momentum position.</p><p>For an explanation of the risk return forecast, look at this article on <a href=\"https://laohu8.com/S/V\">Visa</a> (V). It also provides a link to a video of the long-term performance of that estimate.</p><p>The algorithms do a pretty good job of predicting long-term price movement, but price will go outside the blue bands. Those bands are only there to show you where the price should be 90% of the time. This forecast, and forecasts for other stocks as well, tend to lag price when it goes down and lead when it goes up. This makes it useful to figure out risk in a stock, but it is less reliable for market timing. I am unaware of any market timing schemes that stand up to robust analysis.</p><h2>Conclusion</h2><p>Tesla, Inc. offers amazing products that have the potential to change the world. The potential and existing value of these products were only briefly explored in this article. The company is using core technologies to explore new markets which may lead to exceptional returns for shareholders. Tesla, Inc. is currently fairly valued based on long-term trading trends and high trading ranges around intrinsic company value. However, Tesla stock is only suitable for those willing to hold on through extreme share price volatility.</p><p><i>This article is written by Alpha Investment Research for reference only. Please note the risks.</i></p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Pricing Power At A Fair Value</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Pricing Power At A Fair Value\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-05 08:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4575203-tesla-pricing-power-at-a-fair-value><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe current Tesla, Inc. share price is trading near the intrinsic value of the company.Existing margins are solid and indicate stable product lines with pricing power.Core technologies are ...</p>\n\n<a href=\"https://seekingalpha.com/article/4575203-tesla-pricing-power-at-a-fair-value\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2063271972.USD":"富兰克林创新领域基金","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4534":"瑞士信贷持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4555":"新能源车","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4527":"明星科技股","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4550":"红杉资本持仓","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","BK4084":"特种房地产投资信托","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4574":"无人驾驶","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4551":"寇图资本持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4581":"高盛持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓"},"source_url":"https://seekingalpha.com/article/4575203-tesla-pricing-power-at-a-fair-value","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2308089266","content_text":"SummaryThe current Tesla, Inc. share price is trading near the intrinsic value of the company.Existing margins are solid and indicate stable product lines with pricing power.Core technologies are transferable to additional product lines.Tesla Risks and Returns  Justin SullivanThe Value of SoftwareTesla, Inc. (NASDAQ:TSLA) is not just a car company; it is a technology company. This has been a hot topic of debate, especially since it makes 95% of revenue from selling cars. We need to pull Tesla's revenue streams apart a little bit to understand why its core offering is software. The Tesla motor's carbon fiber wrap impresses the mechanical engineer in me, but the software in the Tesla is the game changer.I am lucky enough to be a beta tester for Full Self Driving (\"FSD\"). My Model 3 received FSD Beta in September of 2022, and it is amazing. A few days after I got the upgrade, I let it take me and my son from his soccer game all the way home with no input from me. Although a necessary 3 lane change in 100 meters was less than comfortable, stop lights, signs, and almost everything else was handled well by the system. My background in machine learning and data science gives me a deep appreciation of what the team has accomplished. Still, this is Seeking Alpha, and we should focus on the numbers, more specifically the numbers with dollar signs in front of them.Tesla has increased the cost of its Full Self Driving capability from $6,000 in 2019 to $15,000; not bad pricing power for software in beta that isn't really fully self-driving yet. The take rate on the FSD add-on is now around 14%, however, I believe that shows a purposeful reversion caused by Tesla pricing policies. The chart below shows the FSD take rate since late 2016.Teslike Order TrackerThe company began raising prices on the FSD option in Quarter 3 of 2019 and continued until the most recent price increase to $15k at the end of 2022. The take rate is now back down to the level it started at. I don't believe the increase in price is Tesla giving up, as other authors have argued. I have experienced a massive increase in capabilities and functionality moving from Enhanced Autopilot to FSD. Tesla also has multiple options for leveraging this technology in other products, as can be seen from the application of the FSD algorithms to their humanoid robot, Optimus. The team applied the same Artificial Intelligence techniques used in FSD to create the bot in under a year.Tesla products are cool for sure, however, cool products do not make a successful company. Only solid business fundamentals can do that.Long-Term Growth ProspectsThe following chart shows Tesla compared with the rest of the companies in the S&P 500 (SP500) for context regarding earnings on unleveraged net tangible assets. The blue shaded area here shows the distribution of all other companies in the S&P 500 since 2013. Tesla is way up at the top, above the 85th percentile.Authors Image from Financial Modeling Prep DataWarren Buffett uses unleveraged net tangible assets to decide what he calls the long-term economic prospects of a business. His logic is simple, increasing earnings without major capital requirements is a better business to be in. It takes money to make money, but you want it to take as little money as possible.At a Return on Unleveraged Net Tangible Assets of 14.7% Tesla is well above the rest of the S&P 500, which is centered around 6.1%. The recent massive increase shown in the chart above demonstrated pricing power during an economic shock. Other SA authors have pointed out the Tesla has the ability to capitalize on more segments of the value chain than other car companies such as Ford (F) or General Motors (GM). I see this as a positive for the overall business model and demonstrates the pricing power of the product lines rather than a negative on margins. GM and Ford were left watching the dealerships soak up most of the increased margins.The chart below shows that Tesla does forecast a decrease in margins until at least February of 2024. The decrease in margins expected reaches a level that normalizes back to long-term trends and still maintains a very healthy 14%.Authors Image from Financial Modeling Prep DataIt is important to understand that this margin prediction is not based on my opinion. It is the result of analyst forecasts from major brokerage houses for both earnings and revenue.Risk Reward ForecastHere we explore risk and reward for TSLA stock over the next two annual earnings cycles.The below chart is a prediction of value at risk and potential return of holding Tesla stock. As shown by the blue intrinsic value region in the chart below, Tesla is in the center of its intrinsic value region. The large drop at the end of the 3erd Quarter of 2022 is the result of the decrease in margins shown in the chart above.Authors Image from Financial Modeling Prep DataTesla now has a value at risk of 52%, while potential returns are only 8%. This 8% is based on the long-term intrinsic value that Tesla has traded at. Long term, the company has solid fundamentals, so as a buy and hold you can do well. The range of predicted values in 2024 is very large, so over the near term Tesla is a momentum and sentiment play. I can't predict how well a near-term trade will turn out, but the odds are in favor of the long momentum position.For an explanation of the risk return forecast, look at this article on Visa (V). It also provides a link to a video of the long-term performance of that estimate.The algorithms do a pretty good job of predicting long-term price movement, but price will go outside the blue bands. Those bands are only there to show you where the price should be 90% of the time. This forecast, and forecasts for other stocks as well, tend to lag price when it goes down and lead when it goes up. This makes it useful to figure out risk in a stock, but it is less reliable for market timing. I am unaware of any market timing schemes that stand up to robust analysis.ConclusionTesla, Inc. offers amazing products that have the potential to change the world. The potential and existing value of these products were only briefly explored in this article. The company is using core technologies to explore new markets which may lead to exceptional returns for shareholders. Tesla, Inc. is currently fairly valued based on long-term trading trends and high trading ranges around intrinsic company value. However, Tesla stock is only suitable for those willing to hold on through extreme share price volatility.This article is written by Alpha Investment Research for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839672535,"gmtCreate":1629159104127,"gmtModify":1676529947381,"author":{"id":"3582070545317933","authorId":"3582070545317933","name":"WLC123","avatar":"https://static.tigerbbs.com/410924b3e2abac099e2d8ab6d86c8a4d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Well, I'm not surprised...","listText":"Well, I'm not surprised...","text":"Well, I'm not surprised...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/839672535","repostId":"2160278866","repostType":4,"repost":{"id":"2160278866","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":1629153526,"share":"https://www.laohu8.com/m/news/2160278866?lang=&edition=full","pubTime":"2021-08-17 06:38","market":"us","language":"en","title":"S&P 500, Dow hit record highs as defensive shares shine","url":"https://stock-news.laohu8.com/highlight/detail?id=2160278866","media":"Reuters","summary":"* Healthcare sector rises over 1%, utilities, staples gain\n* Cyclical areas off: Energy, materials, ","content":"<p>* Healthcare sector rises over 1%, utilities, staples gain</p>\n<p>* Cyclical areas off: Energy, materials, financials weak</p>\n<p>* China factory output, retail sales growth slow sharply</p>\n<p>* Tesla slumps after U.S. opens probe into Autopilot</p>\n<p>* Dow up 0.31%, S&amp;P up 0.26%, Nasdaq down 0.2%</p>\n<p>Aug 16 (Reuters) - The benchmark S&amp;P 500 and the Dow industrials hit record highs on Monday as investors moved into defensive sectors and stocks recovered from losses earlier in the session, shaking off glum economic data out of China.</p>\n<p>Economically sensitive groups such as energy, materials and financials were weaker after China's factory output and retail sales growth slowed sharply and missed expectations in July, as new COVID-19 outbreaks and floods disrupted business operations.</p>\n<p>But healthcare gained 1.1%, the best-performing S&amp;P 500 sector. Utilities and consumer staples -- also generally regarded as defensive sectors -- further bolstered market gains.</p>\n<p>The S&amp;P 500 and the Dow both posted record high closes for their fifth straight sessions, even after the major indexes were initially well in the red.</p>\n<p>\"There is just huge amounts of liquidity, massive amounts of cash out there, both on corporate balance sheets and in private investors’ pockets, and because of that every tiny dip that there is, people look for bargains and they buy and they keep it buoyant,\" said Randy Frederick, vice president of trading and derivatives for Charles Schwab in Austin, Texas.</p>\n<p>The Dow Jones Industrial Average rose 110.02 points, or 0.31%, to 35,625.4, the S&amp;P 500 gained 11.71 points, or 0.26%, to 4,479.71 and the Nasdaq Composite dropped 29.14 points, or 0.2%, to 14,793.76.</p>\n<p>A rebound in the U.S. economy including a stellar second-quarter corporate earnings season along with accommodative monetary policy has underpinned positive sentiment for equities. The S&amp;P 500 has gained 100% since its March 2020 low.</p>\n<p>“The overall environment remains supportive of risk assets, so there is a gravitational pull upward for stocks,” said Kristina Hooper, chief global market strategist at Invesco.</p>\n<p>Investors are looking for signs about when the Federal Reserve will rein in its easy money policies, with minutes from the central bank's latest meeting due on Wednesday. A resurgence in COVID-19 cases and the impact on the economy are keeping markets on edge, with investors watching earnings reports from major retailers due later in the week.</p>\n<p>Investors were also digesting news from Afghanistan, where thousands of civilians desperate to flee the country thronged Kabul airport after the Taliban seized the capital.</p>\n<p>In company news, Tesla shares fell 4.3% after U.S. auto safety regulators said they had opened a formal safety probe into the company's driver assistance system Autopilot after a series of crashes involving emergency vehicles.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.75-to-1 ratio; on Nasdaq, a 2.22-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 68 new 52-week highs and one new lows; the Nasdaq Composite recorded 72 new highs and 259 new lows.</p>\n<p>About 8.5 billion shares changed hands in U.S. exchanges, below the 9.2 billion daily average over the last 20 sessions.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500, Dow hit record highs as defensive shares shine</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\">\nS&P 500, Dow hit record highs as defensive shares shine\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\">2021-08-17 06:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* Healthcare sector rises over 1%, utilities, staples gain</p>\n<p>* Cyclical areas off: Energy, materials, financials weak</p>\n<p>* China factory output, retail sales growth slow sharply</p>\n<p>* Tesla slumps after U.S. opens probe into Autopilot</p>\n<p>* Dow up 0.31%, S&amp;P up 0.26%, Nasdaq down 0.2%</p>\n<p>Aug 16 (Reuters) - The benchmark S&amp;P 500 and the Dow industrials hit record highs on Monday as investors moved into defensive sectors and stocks recovered from losses earlier in the session, shaking off glum economic data out of China.</p>\n<p>Economically sensitive groups such as energy, materials and financials were weaker after China's factory output and retail sales growth slowed sharply and missed expectations in July, as new COVID-19 outbreaks and floods disrupted business operations.</p>\n<p>But healthcare gained 1.1%, the best-performing S&amp;P 500 sector. Utilities and consumer staples -- also generally regarded as defensive sectors -- further bolstered market gains.</p>\n<p>The S&amp;P 500 and the Dow both posted record high closes for their fifth straight sessions, even after the major indexes were initially well in the red.</p>\n<p>\"There is just huge amounts of liquidity, massive amounts of cash out there, both on corporate balance sheets and in private investors’ pockets, and because of that every tiny dip that there is, people look for bargains and they buy and they keep it buoyant,\" said Randy Frederick, vice president of trading and derivatives for Charles Schwab in Austin, Texas.</p>\n<p>The Dow Jones Industrial Average rose 110.02 points, or 0.31%, to 35,625.4, the S&amp;P 500 gained 11.71 points, or 0.26%, to 4,479.71 and the Nasdaq Composite dropped 29.14 points, or 0.2%, to 14,793.76.</p>\n<p>A rebound in the U.S. economy including a stellar second-quarter corporate earnings season along with accommodative monetary policy has underpinned positive sentiment for equities. The S&amp;P 500 has gained 100% since its March 2020 low.</p>\n<p>“The overall environment remains supportive of risk assets, so there is a gravitational pull upward for stocks,” said Kristina Hooper, chief global market strategist at Invesco.</p>\n<p>Investors are looking for signs about when the Federal Reserve will rein in its easy money policies, with minutes from the central bank's latest meeting due on Wednesday. A resurgence in COVID-19 cases and the impact on the economy are keeping markets on edge, with investors watching earnings reports from major retailers due later in the week.</p>\n<p>Investors were also digesting news from Afghanistan, where thousands of civilians desperate to flee the country thronged Kabul airport after the Taliban seized the capital.</p>\n<p>In company news, Tesla shares fell 4.3% after U.S. auto safety regulators said they had opened a formal safety probe into the company's driver assistance system Autopilot after a series of crashes involving emergency vehicles.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.75-to-1 ratio; on Nasdaq, a 2.22-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 68 new 52-week highs and one new lows; the Nasdaq Composite recorded 72 new highs and 259 new lows.</p>\n<p>About 8.5 billion shares changed hands in U.S. exchanges, below the 9.2 billion daily average over the last 20 sessions.</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",".DJI":"道琼斯","SPXU":"三倍做空标普500ETF","SDS":"两倍做空标普500ETF","IVV":"标普500指数ETF","OEF":"标普100指数ETF-iShares",".IXIC":"NASDAQ Composite","TSLA":"特斯拉","UPRO":"三倍做多标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","SPY":"标普500ETF","SH":"标普500反向ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160278866","content_text":"* Healthcare sector rises over 1%, utilities, staples gain\n* Cyclical areas off: Energy, materials, financials weak\n* China factory output, retail sales growth slow sharply\n* Tesla slumps after U.S. opens probe into Autopilot\n* Dow up 0.31%, S&P up 0.26%, Nasdaq down 0.2%\nAug 16 (Reuters) - The benchmark S&P 500 and the Dow industrials hit record highs on Monday as investors moved into defensive sectors and stocks recovered from losses earlier in the session, shaking off glum economic data out of China.\nEconomically sensitive groups such as energy, materials and financials were weaker after China's factory output and retail sales growth slowed sharply and missed expectations in July, as new COVID-19 outbreaks and floods disrupted business operations.\nBut healthcare gained 1.1%, the best-performing S&P 500 sector. Utilities and consumer staples -- also generally regarded as defensive sectors -- further bolstered market gains.\nThe S&P 500 and the Dow both posted record high closes for their fifth straight sessions, even after the major indexes were initially well in the red.\n\"There is just huge amounts of liquidity, massive amounts of cash out there, both on corporate balance sheets and in private investors’ pockets, and because of that every tiny dip that there is, people look for bargains and they buy and they keep it buoyant,\" said Randy Frederick, vice president of trading and derivatives for Charles Schwab in Austin, Texas.\nThe Dow Jones Industrial Average rose 110.02 points, or 0.31%, to 35,625.4, the S&P 500 gained 11.71 points, or 0.26%, to 4,479.71 and the Nasdaq Composite dropped 29.14 points, or 0.2%, to 14,793.76.\nA rebound in the U.S. economy including a stellar second-quarter corporate earnings season along with accommodative monetary policy has underpinned positive sentiment for equities. The S&P 500 has gained 100% since its March 2020 low.\n“The overall environment remains supportive of risk assets, so there is a gravitational pull upward for stocks,” said Kristina Hooper, chief global market strategist at Invesco.\nInvestors are looking for signs about when the Federal Reserve will rein in its easy money policies, with minutes from the central bank's latest meeting due on Wednesday. A resurgence in COVID-19 cases and the impact on the economy are keeping markets on edge, with investors watching earnings reports from major retailers due later in the week.\nInvestors were also digesting news from Afghanistan, where thousands of civilians desperate to flee the country thronged Kabul airport after the Taliban seized the capital.\nIn company news, Tesla shares fell 4.3% after U.S. auto safety regulators said they had opened a formal safety probe into the company's driver assistance system Autopilot after a series of crashes involving emergency vehicles.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.75-to-1 ratio; on Nasdaq, a 2.22-to-1 ratio favored decliners.\nThe S&P 500 posted 68 new 52-week highs and one new lows; the Nasdaq Composite recorded 72 new highs and 259 new lows.\nAbout 8.5 billion shares changed hands in U.S. exchanges, below the 9.2 billion daily average over the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170029058,"gmtCreate":1626396338074,"gmtModify":1703759264916,"author":{"id":"3582070545317933","authorId":"3582070545317933","name":"WLC123","avatar":"https://static.tigerbbs.com/410924b3e2abac099e2d8ab6d86c8a4d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Opportunity to buy in tech stock :p","listText":"Opportunity to buy in tech stock :p","text":"Opportunity to buy in tech stock :p","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/170029058","repostId":"2151573133","repostType":4,"repost":{"id":"2151573133","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":1626379249,"share":"https://www.laohu8.com/m/news/2151573133?lang=&edition=full","pubTime":"2021-07-16 04:00","market":"us","language":"en","title":"Nasdaq ends lower as investors sell Big Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2151573133","media":"Reuters","summary":"July 15  - The Nasdaq ended lower on Thursday, pulled down by Apple, Amazon and other Big Tech companies as a fall in weekly jobless claims data fed investor concerns about a recent inflation spike.Amazon, Apple, Tesla and $Facebook$all fell. Nvidia tumbled around 4%.The S&P 500 technology sector index ended a four-day winning streak. Earlier this week, investors' favor for heavyweight growth stocks pushed the S&P 500 and the Nasdaq to record highs.The S&P 500 energy sector index fell more than ","content":"<ul>\n <li>U.S. weekly jobless claims fall to 16-month low</li>\n <li>Tech sector ends four-day winning streak</li>\n</ul>\n<p>July 15 (Reuters) - The Nasdaq ended lower on Thursday, pulled down by Apple, Amazon and other Big Tech companies as a fall in weekly jobless claims data fed investor concerns about a recent inflation spike.</p>\n<p>Amazon, Apple,&nbsp;Tesla and <a href=\"https://laohu8.com/S/FB\">Facebook</a>all fell. Nvidia&nbsp;tumbled around 4%.</p>\n<p>The S&amp;P 500 technology sector index ended a four-day winning streak. Earlier this week, investors' favor for heavyweight growth stocks pushed the S&amp;P 500 and the Nasdaq to record highs.</p>\n<p>The S&amp;P 500 energy sector index fell more than 1% and tracked a drop in crude prices on expectations of more supply after a compromise agreement between leading OPEC producers.</p>\n<p>Fresh data showed the number of Americans filing new claims for unemployment benefits fell last week to a 16-month low, while worker shortages and bottlenecks in the supply chain have frustrated efforts by businesses to ramp up production to meet strong demand for goods and services.</p>\n<p>Federal Reserve Chair Jerome Powell told lawmakers he anticipated the shortages and high inflation would abate. Yet many investors still worry that more sustained inflation could lead to a sooner-than-expected tightening of monetary policy.</p>\n<p>\"People are very nervous and concerned about inflation, tax rates and the (2022 midterm) election. Those three things are very much on people's minds,\" said 6 Meridian Chief Investment Officer Andrew Mies, describing recent phone calls with his firm's clients.</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 54.52 points, or 0.16%, to 34,987.75, the S&amp;P 500 lost 14.29 points, or 0.33%, to 4,360.01 and the Nasdaq Composite&nbsp;dropped 101.82 points, or 0.7%, to 14,543.13.</p>\n<p><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> dipped as much as 1.2% after it beat expectations for quarterly profit, getting a boost from record investment banking activity even as the trading bonanza that supported results in recent quarters slowed down.</p>\n<p>Second-quarter reporting season kicked off this week, with the four largest U.S. lenders - Wells Fargo &amp; Co , $Bank of America Corp(BAC-N)$ , $Citigroup Inc(C-N)$ and JPMorgan Chase &amp; Co - posting a combined $33 billion in profits, but also highlighting the industry's sensitivity to low interest rates.</p>\n<p>Blackstone said late on Wednesday it would pay $2.2 billion for 9.9% stake in American International Group's life and retirement business. AIG and Blackstone both rallied.</p>\n<p>Johnson &amp; Johnson dipped after it voluntarily recalled five aerosol sunscreen products in the United States after detecting a cancer-causing chemical in some samples.</p>\n<p>(Reporting by Noel Randewich; Additional reporting by Devik Jain and Shreyashi Sanyal in Bengaluru; Editing by Maju Samuel)</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>Nasdaq ends lower as investors sell Big Tech</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 ends lower as investors sell Big Tech\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\">2021-07-16 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>U.S. weekly jobless claims fall to 16-month low</li>\n <li>Tech sector ends four-day winning streak</li>\n</ul>\n<p>July 15 (Reuters) - The Nasdaq ended lower on Thursday, pulled down by Apple, Amazon and other Big Tech companies as a fall in weekly jobless claims data fed investor concerns about a recent inflation spike.</p>\n<p>Amazon, Apple,&nbsp;Tesla and <a href=\"https://laohu8.com/S/FB\">Facebook</a>all fell. Nvidia&nbsp;tumbled around 4%.</p>\n<p>The S&amp;P 500 technology sector index ended a four-day winning streak. Earlier this week, investors' favor for heavyweight growth stocks pushed the S&amp;P 500 and the Nasdaq to record highs.</p>\n<p>The S&amp;P 500 energy sector index fell more than 1% and tracked a drop in crude prices on expectations of more supply after a compromise agreement between leading OPEC producers.</p>\n<p>Fresh data showed the number of Americans filing new claims for unemployment benefits fell last week to a 16-month low, while worker shortages and bottlenecks in the supply chain have frustrated efforts by businesses to ramp up production to meet strong demand for goods and services.</p>\n<p>Federal Reserve Chair Jerome Powell told lawmakers he anticipated the shortages and high inflation would abate. Yet many investors still worry that more sustained inflation could lead to a sooner-than-expected tightening of monetary policy.</p>\n<p>\"People are very nervous and concerned about inflation, tax rates and the (2022 midterm) election. Those three things are very much on people's minds,\" said 6 Meridian Chief Investment Officer Andrew Mies, describing recent phone calls with his firm's clients.</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 54.52 points, or 0.16%, to 34,987.75, the S&amp;P 500 lost 14.29 points, or 0.33%, to 4,360.01 and the Nasdaq Composite&nbsp;dropped 101.82 points, or 0.7%, to 14,543.13.</p>\n<p><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> dipped as much as 1.2% after it beat expectations for quarterly profit, getting a boost from record investment banking activity even as the trading bonanza that supported results in recent quarters slowed down.</p>\n<p>Second-quarter reporting season kicked off this week, with the four largest U.S. lenders - Wells Fargo &amp; Co , $Bank of America Corp(BAC-N)$ , $Citigroup Inc(C-N)$ and JPMorgan Chase &amp; Co - posting a combined $33 billion in profits, but also highlighting the industry's sensitivity to low interest rates.</p>\n<p>Blackstone said late on Wednesday it would pay $2.2 billion for 9.9% stake in American International Group's life and retirement business. AIG and Blackstone both rallied.</p>\n<p>Johnson &amp; Johnson dipped after it voluntarily recalled five aerosol sunscreen products in the United States after detecting a cancer-causing chemical in some samples.</p>\n<p>(Reporting by Noel Randewich; Additional reporting by Devik Jain and Shreyashi Sanyal in Bengaluru; Editing by Maju Samuel)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","AIG":"美国国际集团","PSQ":"纳指反向ETF","OEX":"标普100","TQQQ":"纳指三倍做多ETF",".SPX":"S&P 500 Index","JPM":"摩根大通","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","QLD":"纳指两倍做多ETF","MS":"摩根士丹利","DJX":"1/100道琼斯","QQQ":"纳指100ETF","DDM":"道指两倍做多ETF","OEF":"标普100指数ETF-iShares","C":"花旗","SQQQ":"纳指三倍做空ETF","BAC":"美国银行","JNJ":"强生","DOG":"道指反向ETF","AMZN":"亚马逊",".DJI":"道琼斯","SDS":"两倍做空标普500ETF","09086":"华夏纳指-U","SPXU":"三倍做空标普500ETF","DXD":"道指两倍做空ETF",".IXIC":"NASDAQ Composite","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","SDOW":"道指三倍做空ETF-ProShares","QID":"纳指两倍做空ETF","NVDA":"英伟达","QNETCN":"纳斯达克中美互联网老虎指数","BX":"黑石","AAPL":"苹果","TSLA":"特斯拉","03086":"华夏纳指","WFC":"富国银行","IVV":"标普500指数ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151573133","content_text":"U.S. weekly jobless claims fall to 16-month low\nTech sector ends four-day winning streak\n\nJuly 15 (Reuters) - The Nasdaq ended lower on Thursday, pulled down by Apple, Amazon and other Big Tech companies as a fall in weekly jobless claims data fed investor concerns about a recent inflation spike.\nAmazon, Apple, Tesla and Facebookall fell. Nvidia tumbled around 4%.\nThe S&P 500 technology sector index ended a four-day winning streak. Earlier this week, investors' favor for heavyweight growth stocks pushed the S&P 500 and the Nasdaq to record highs.\nThe S&P 500 energy sector index fell more than 1% and tracked a drop in crude prices on expectations of more supply after a compromise agreement between leading OPEC producers.\nFresh data showed the number of Americans filing new claims for unemployment benefits fell last week to a 16-month low, while worker shortages and bottlenecks in the supply chain have frustrated efforts by businesses to ramp up production to meet strong demand for goods and services.\nFederal Reserve Chair Jerome Powell told lawmakers he anticipated the shortages and high inflation would abate. Yet many investors still worry that more sustained inflation could lead to a sooner-than-expected tightening of monetary policy.\n\"People are very nervous and concerned about inflation, tax rates and the (2022 midterm) election. Those three things are very much on people's minds,\" said 6 Meridian Chief Investment Officer Andrew Mies, describing recent phone calls with his firm's clients.\nUnofficially, the Dow Jones Industrial Average rose 54.52 points, or 0.16%, to 34,987.75, the S&P 500 lost 14.29 points, or 0.33%, to 4,360.01 and the Nasdaq Composite dropped 101.82 points, or 0.7%, to 14,543.13.\nMorgan Stanley dipped as much as 1.2% after it beat expectations for quarterly profit, getting a boost from record investment banking activity even as the trading bonanza that supported results in recent quarters slowed down.\nSecond-quarter reporting season kicked off this week, with the four largest U.S. lenders - Wells Fargo & Co , $Bank of America Corp(BAC-N)$ , $Citigroup Inc(C-N)$ and JPMorgan Chase & Co - posting a combined $33 billion in profits, but also highlighting the industry's sensitivity to low interest rates.\nBlackstone said late on Wednesday it would pay $2.2 billion for 9.9% stake in American International Group's life and retirement business. AIG and Blackstone both rallied.\nJohnson & Johnson dipped after it voluntarily recalled five aerosol sunscreen products in the United States after detecting a cancer-causing chemical in some samples.\n(Reporting by Noel Randewich; Additional reporting by Devik Jain and Shreyashi Sanyal in Bengaluru; Editing by Maju Samuel)","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092526261,"gmtCreate":1644675909930,"gmtModify":1676533952320,"author":{"id":"3582070545317933","authorId":"3582070545317933","name":"WLC123","avatar":"https://static.tigerbbs.com/410924b3e2abac099e2d8ab6d86c8a4d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092526261","repostId":"1106670391","repostType":4,"repost":{"id":"1106670391","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":1644624282,"share":"https://www.laohu8.com/m/news/1106670391?lang=&edition=full","pubTime":"2022-02-12 08:04","market":"us","language":"en","title":"Inflation Fears Are Overblown — Five Reasons Why You Need to Buy the Dip in Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1106670391","media":"Dow Jones","summary":"We’re not getting a 1970s-style inflation spike. Inflation is likely to ease this year, reducing dow","content":"<html><head></head><body><p>We’re not getting a 1970s-style inflation spike. Inflation is likely to ease this year, reducing downward pressure on stocks.</p><p>Inflation and the Federal Reserve’s potential reaction to it have the stock market all shook up.</p><p>But like early concerns that Elvis Presley and rock ‘n’ roll would ruin the country, these are just false fears. So stocks are a buy every time the market hits replay on this song.</p><p>Thursday’s decline in the stock market won’t be the last. Inflation, which the government reported came in at a searing 7.5% for January, will print high for a month or two. But inflation will show signs of calming down this summer and throughout the second half of the year.</p><p>This will ease fears of a 1970s-style wage-price spiral that would have the Fed doing a Paul Volcker 2.0 hatchet job on growth. To fight inflation, Fed chair Volcker hiked rates so much in the late 1970s and early 1980s that he slammed the economy into a painful recession.</p><p>That’s not going to happen this time around, for the reasons below. Growth will continue to be OK because of embedded forms of stimulus, including: Low inventories that have to be rebuilt; strong consumer and corporate balance sheets; and low consumer confidence, which has plenty of room to improve as the Covid decline becomes more evident.</p><p>“If we see inflation coming down on its own, that would bring great joy and cheer to the markets,” says Ed Yardeni, of Yardeni Research. “That would mean the Fed doesn’t have to catch up in an abrupt fashion.”</p><p>That’s Yardeni’s take, and I think he’s right for the following five reasons.</p><p><b>Reason #1: Supply-chain issues are a fixable problem</b></p><p>Covid really screwed up supply chains, as lockdowns and worker illnesses got in the way. This created shortages, which drove up prices. But with Omicron shifting Covid into an endemic phase, supply chains are getting fixed. The related pricing pressure will ease.</p><p>For example, one of the big drivers of inflation is the rise in auto prices, thanks to chip shortages limiting production. But Japan’s auto production rose in November and December, according to Haver Analytics. If Japanese companies can find chips, then others will too. Improved production will bring down soaring used and new car prices, predicts Yardeni.</p><p>We see signs that supply chains are already being repaired, as there’s been a decline in unfilled orders.</p><p><img src=\"https://static.tigerbbs.com/4e51449d6cce7e9d5b36dd315c584c3e\" tg-width=\"700\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><b>Reason #2: Demand shock is waning</b></p><p>Besides Covid, a demand shock crippled supply chains. When governments and central banks throw tons of money into the economy, guess what? People spend it freely. That drives up prices.</p><p>Now, though, the free money is dwindling. Generous unemployment benefits have ended. President Joe Biden’s failure to get Build Back Better passed signaled the end of trillion-dollar Covid-era spending plans.</p><p>“We won’t get any more fiscal stimulus, so demand will simmer down,” says Yardeni.</p><p>The Fed will soon start trimming its balance sheet. This will ease demand pressures, too.</p><p>In the chart below, we see that the contraction in the federal deficit relative to GDP can foreshadow a decline in inflation. The chart comes from James Paulsen, an economist and chief market strategist at the independent research firm Leuthold. Note that the red line representing the deficit-to-GDP ratio is pushed forward by a year, because of the lag in the impact this has on inflation.</p><p><img src=\"https://static.tigerbbs.com/cd40a40305fc108274d45b309ea26cc2\" tg-width=\"700\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/><b>Reason #3: Productivity is coming to the rescue</b></p><p>Thanks to labor shortages, companies have really increased their spending on technology and machines (capital spending) to boost productivity. Defined as output per worker, productivity goes up when the technology-to-labor ratio increases in the workplace.</p><p>You can see this in the big increase in durable goods orders, but companies are telling us the same thing. Blackstone Chief Operating Officer Jonathan Gray says companies owned by his firm are spending 15%-20% more on technology.</p><p>As companies get more output from the same labor cost, they feel less pressure to pass their own cost increases on to customers. That is happening now. We know this because profit margins are holding up despite labor cost increases.</p><p>The chart below also confirms that productivity, while volatile, is consistently higher since the start of the pandemic. In contrast, during the 1970s wage-price spiral, productivity growth had collapsed — one reason the Fed had to play rough.</p><p><img src=\"https://static.tigerbbs.com/2ce23778e814d63f264f9e6f53cf745b\" tg-width=\"700\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/><b>Reason #4: Money supply growth is slowing</b></p><p>This is a pretty good predictor of inflation, says Paulsen. This makes sense, because when people get more money (more is injected into the economy), they tend to spend more, driving up prices. Currently, money supply growth is contracting, so inflation will too.</p><p>In the chart below, the red line representing money supply is pushed forward by one year. That’s because the change in money supply growth affects inflation with about a one-year lag.</p><p><img src=\"https://static.tigerbbs.com/ef272027f91767596c4c34fd565732d2\" tg-width=\"700\" tg-height=\"644\" referrerpolicy=\"no-referrer\"/><b>Reason #5: The dollar is strong</b></p><p>A strong dollar reduces foreign demand for U.S. products. This cools off inflation in the U.S. That is happening now. This chart shows the tight relationship between the dollar and U.S. prices. The red line representing the dollar is on an inverted scale, which means it declines as the dollar strengthens. The blue line is prices.</p><p><img src=\"https://static.tigerbbs.com/ed3f851dbd24fb4a09ea1507dde92ab9\" tg-width=\"700\" tg-height=\"702\" referrerpolicy=\"no-referrer\"/><b>It’s a good time to buy stocks</b></p><p>All of this tells us that you need to buy whenever your fellow investors freak out and sell stocks because of fresh worries about inflation forcing the Fed to play tough. That’s not going to happen because inflation will subside.</p><p>The inflation and Fed panic this week won’t be the last, since signs of inflation’s decline probably won’t appear until April or May. Plus, the Fed still has to start hiking rates and trimming its balance sheet. These moves could cause tremors, too.</p><p>Yardeni thinks the S&amp;P 500 will be up 7% by year-end, with plenty of buyable dips at least through midyear. He projects 15% gains in the S&amp;P 500 by mid-2023.</p><p>“We would use the cash to buy stocks on dips,” he says.</p><p>Companies have so much cash ($3.7 trillion, excluding holdings of equities and mutual funds), they may be right there with you, buying the pullbacks. Or buying other companies in the weakness, as we saw in January. Purchases of companies in tech in January were the second-highest on record.</p><p>The “Fed put” may be kaput, but the “CFO put” may replace it, says Yardeni. He favors energy, financials and beaten-down tech.</p><p>If, like me, you favor stocks that insiders are buying, here are three to consider in these sectors.</p><p><b>Continental Resources</b></p><p>I was singling out Continental Resources as a “must own” name in the $7.50 to $15 range in 2020 in my stock letter, Brush Up on Stocks (link in bio below). It now trades for $55, but I still like it. One reason is that founder Harold Hamm continues to be a big buyer of the shares, most recently in the upper $40 range. Another reason is that Hamm was an early buyer of natural gas resources in the U.S. so he got some of the best fields, and he got them cheap. Like Hamm, who is a big owner, investors today still reap the rewards from this.</p><p><b>Western Alliance Bancorp</b></p><p>Bank stocks have been strong. But Western Alliance Bancorp still looks attractive because CEO Kenneth Vecchione and CFO Dale Gibbons just bought over $1 million worth of stock up to $100 per share. Vecchione has a good record for timing purchases. Western Alliance is a Phoenix-based bank that beefed up its mortgage business with the acquisition of AmeriHome Mortgage Co. in April. Banks do well when the economy expands, because loan growth picks up and loan quality improves. Both of these trends played out at Western Alliance in the third quarter.</p><p><b>Microsoft</b></p><p>Like most tech companies, Microsoft got hit hard in January, falling around 20% to the low $280 range. In the selloff, director Emma Walmsley bought over $1 million worth of stock at $296 to $311.50. You can currently get the stock for the same prices or better. Under CEO Satya Nadella, Microsoft has hit its stride as a digital-transformation play with its Azure offering. The trend will continue to support solid growth, such as the 20% sales increase in the fourth quarter, which drove diluted earnings per share up 22%.</p><p><b>One big challenge remaining?</b></p><p>One problem for stocks right now is that inflation tends to weigh on valuation multiples. But this may have already played out. It sure looks like it, in the chart below. Should inflation begin to ease, so will these valuation contractions.</p><p><img src=\"https://static.tigerbbs.com/146b6b6f5e901b1b7fe120db83cfc07f\" tg-width=\"700\" tg-height=\"425\" referrerpolicy=\"no-referrer\"/></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>Inflation Fears Are Overblown — Five Reasons Why You Need to Buy the Dip in Stocks</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\">\nInflation Fears Are Overblown — Five Reasons Why You Need to Buy the Dip in Stocks\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\">2022-02-12 08:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>We’re not getting a 1970s-style inflation spike. Inflation is likely to ease this year, reducing downward pressure on stocks.</p><p>Inflation and the Federal Reserve’s potential reaction to it have the stock market all shook up.</p><p>But like early concerns that Elvis Presley and rock ‘n’ roll would ruin the country, these are just false fears. So stocks are a buy every time the market hits replay on this song.</p><p>Thursday’s decline in the stock market won’t be the last. Inflation, which the government reported came in at a searing 7.5% for January, will print high for a month or two. But inflation will show signs of calming down this summer and throughout the second half of the year.</p><p>This will ease fears of a 1970s-style wage-price spiral that would have the Fed doing a Paul Volcker 2.0 hatchet job on growth. To fight inflation, Fed chair Volcker hiked rates so much in the late 1970s and early 1980s that he slammed the economy into a painful recession.</p><p>That’s not going to happen this time around, for the reasons below. Growth will continue to be OK because of embedded forms of stimulus, including: Low inventories that have to be rebuilt; strong consumer and corporate balance sheets; and low consumer confidence, which has plenty of room to improve as the Covid decline becomes more evident.</p><p>“If we see inflation coming down on its own, that would bring great joy and cheer to the markets,” says Ed Yardeni, of Yardeni Research. “That would mean the Fed doesn’t have to catch up in an abrupt fashion.”</p><p>That’s Yardeni’s take, and I think he’s right for the following five reasons.</p><p><b>Reason #1: Supply-chain issues are a fixable problem</b></p><p>Covid really screwed up supply chains, as lockdowns and worker illnesses got in the way. This created shortages, which drove up prices. But with Omicron shifting Covid into an endemic phase, supply chains are getting fixed. The related pricing pressure will ease.</p><p>For example, one of the big drivers of inflation is the rise in auto prices, thanks to chip shortages limiting production. But Japan’s auto production rose in November and December, according to Haver Analytics. If Japanese companies can find chips, then others will too. Improved production will bring down soaring used and new car prices, predicts Yardeni.</p><p>We see signs that supply chains are already being repaired, as there’s been a decline in unfilled orders.</p><p><img src=\"https://static.tigerbbs.com/4e51449d6cce7e9d5b36dd315c584c3e\" tg-width=\"700\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><b>Reason #2: Demand shock is waning</b></p><p>Besides Covid, a demand shock crippled supply chains. When governments and central banks throw tons of money into the economy, guess what? People spend it freely. That drives up prices.</p><p>Now, though, the free money is dwindling. Generous unemployment benefits have ended. President Joe Biden’s failure to get Build Back Better passed signaled the end of trillion-dollar Covid-era spending plans.</p><p>“We won’t get any more fiscal stimulus, so demand will simmer down,” says Yardeni.</p><p>The Fed will soon start trimming its balance sheet. This will ease demand pressures, too.</p><p>In the chart below, we see that the contraction in the federal deficit relative to GDP can foreshadow a decline in inflation. The chart comes from James Paulsen, an economist and chief market strategist at the independent research firm Leuthold. Note that the red line representing the deficit-to-GDP ratio is pushed forward by a year, because of the lag in the impact this has on inflation.</p><p><img src=\"https://static.tigerbbs.com/cd40a40305fc108274d45b309ea26cc2\" tg-width=\"700\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/><b>Reason #3: Productivity is coming to the rescue</b></p><p>Thanks to labor shortages, companies have really increased their spending on technology and machines (capital spending) to boost productivity. Defined as output per worker, productivity goes up when the technology-to-labor ratio increases in the workplace.</p><p>You can see this in the big increase in durable goods orders, but companies are telling us the same thing. Blackstone Chief Operating Officer Jonathan Gray says companies owned by his firm are spending 15%-20% more on technology.</p><p>As companies get more output from the same labor cost, they feel less pressure to pass their own cost increases on to customers. That is happening now. We know this because profit margins are holding up despite labor cost increases.</p><p>The chart below also confirms that productivity, while volatile, is consistently higher since the start of the pandemic. In contrast, during the 1970s wage-price spiral, productivity growth had collapsed — one reason the Fed had to play rough.</p><p><img src=\"https://static.tigerbbs.com/2ce23778e814d63f264f9e6f53cf745b\" tg-width=\"700\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/><b>Reason #4: Money supply growth is slowing</b></p><p>This is a pretty good predictor of inflation, says Paulsen. This makes sense, because when people get more money (more is injected into the economy), they tend to spend more, driving up prices. Currently, money supply growth is contracting, so inflation will too.</p><p>In the chart below, the red line representing money supply is pushed forward by one year. That’s because the change in money supply growth affects inflation with about a one-year lag.</p><p><img src=\"https://static.tigerbbs.com/ef272027f91767596c4c34fd565732d2\" tg-width=\"700\" tg-height=\"644\" referrerpolicy=\"no-referrer\"/><b>Reason #5: The dollar is strong</b></p><p>A strong dollar reduces foreign demand for U.S. products. This cools off inflation in the U.S. That is happening now. This chart shows the tight relationship between the dollar and U.S. prices. The red line representing the dollar is on an inverted scale, which means it declines as the dollar strengthens. The blue line is prices.</p><p><img src=\"https://static.tigerbbs.com/ed3f851dbd24fb4a09ea1507dde92ab9\" tg-width=\"700\" tg-height=\"702\" referrerpolicy=\"no-referrer\"/><b>It’s a good time to buy stocks</b></p><p>All of this tells us that you need to buy whenever your fellow investors freak out and sell stocks because of fresh worries about inflation forcing the Fed to play tough. That’s not going to happen because inflation will subside.</p><p>The inflation and Fed panic this week won’t be the last, since signs of inflation’s decline probably won’t appear until April or May. Plus, the Fed still has to start hiking rates and trimming its balance sheet. These moves could cause tremors, too.</p><p>Yardeni thinks the S&amp;P 500 will be up 7% by year-end, with plenty of buyable dips at least through midyear. He projects 15% gains in the S&amp;P 500 by mid-2023.</p><p>“We would use the cash to buy stocks on dips,” he says.</p><p>Companies have so much cash ($3.7 trillion, excluding holdings of equities and mutual funds), they may be right there with you, buying the pullbacks. Or buying other companies in the weakness, as we saw in January. Purchases of companies in tech in January were the second-highest on record.</p><p>The “Fed put” may be kaput, but the “CFO put” may replace it, says Yardeni. He favors energy, financials and beaten-down tech.</p><p>If, like me, you favor stocks that insiders are buying, here are three to consider in these sectors.</p><p><b>Continental Resources</b></p><p>I was singling out Continental Resources as a “must own” name in the $7.50 to $15 range in 2020 in my stock letter, Brush Up on Stocks (link in bio below). It now trades for $55, but I still like it. One reason is that founder Harold Hamm continues to be a big buyer of the shares, most recently in the upper $40 range. Another reason is that Hamm was an early buyer of natural gas resources in the U.S. so he got some of the best fields, and he got them cheap. Like Hamm, who is a big owner, investors today still reap the rewards from this.</p><p><b>Western Alliance Bancorp</b></p><p>Bank stocks have been strong. But Western Alliance Bancorp still looks attractive because CEO Kenneth Vecchione and CFO Dale Gibbons just bought over $1 million worth of stock up to $100 per share. Vecchione has a good record for timing purchases. Western Alliance is a Phoenix-based bank that beefed up its mortgage business with the acquisition of AmeriHome Mortgage Co. in April. Banks do well when the economy expands, because loan growth picks up and loan quality improves. Both of these trends played out at Western Alliance in the third quarter.</p><p><b>Microsoft</b></p><p>Like most tech companies, Microsoft got hit hard in January, falling around 20% to the low $280 range. In the selloff, director Emma Walmsley bought over $1 million worth of stock at $296 to $311.50. You can currently get the stock for the same prices or better. Under CEO Satya Nadella, Microsoft has hit its stride as a digital-transformation play with its Azure offering. The trend will continue to support solid growth, such as the 20% sales increase in the fourth quarter, which drove diluted earnings per share up 22%.</p><p><b>One big challenge remaining?</b></p><p>One problem for stocks right now is that inflation tends to weigh on valuation multiples. But this may have already played out. It sure looks like it, in the chart below. Should inflation begin to ease, so will these valuation contractions.</p><p><img src=\"https://static.tigerbbs.com/146b6b6f5e901b1b7fe120db83cfc07f\" tg-width=\"700\" tg-height=\"425\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CLR":"大陆能源","MSFT":"微软","WAL":"阿莱恩斯西部银行"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106670391","content_text":"We’re not getting a 1970s-style inflation spike. Inflation is likely to ease this year, reducing downward pressure on stocks.Inflation and the Federal Reserve’s potential reaction to it have the stock market all shook up.But like early concerns that Elvis Presley and rock ‘n’ roll would ruin the country, these are just false fears. So stocks are a buy every time the market hits replay on this song.Thursday’s decline in the stock market won’t be the last. Inflation, which the government reported came in at a searing 7.5% for January, will print high for a month or two. But inflation will show signs of calming down this summer and throughout the second half of the year.This will ease fears of a 1970s-style wage-price spiral that would have the Fed doing a Paul Volcker 2.0 hatchet job on growth. To fight inflation, Fed chair Volcker hiked rates so much in the late 1970s and early 1980s that he slammed the economy into a painful recession.That’s not going to happen this time around, for the reasons below. Growth will continue to be OK because of embedded forms of stimulus, including: Low inventories that have to be rebuilt; strong consumer and corporate balance sheets; and low consumer confidence, which has plenty of room to improve as the Covid decline becomes more evident.“If we see inflation coming down on its own, that would bring great joy and cheer to the markets,” says Ed Yardeni, of Yardeni Research. “That would mean the Fed doesn’t have to catch up in an abrupt fashion.”That’s Yardeni’s take, and I think he’s right for the following five reasons.Reason #1: Supply-chain issues are a fixable problemCovid really screwed up supply chains, as lockdowns and worker illnesses got in the way. This created shortages, which drove up prices. But with Omicron shifting Covid into an endemic phase, supply chains are getting fixed. The related pricing pressure will ease.For example, one of the big drivers of inflation is the rise in auto prices, thanks to chip shortages limiting production. But Japan’s auto production rose in November and December, according to Haver Analytics. If Japanese companies can find chips, then others will too. Improved production will bring down soaring used and new car prices, predicts Yardeni.We see signs that supply chains are already being repaired, as there’s been a decline in unfilled orders.Reason #2: Demand shock is waningBesides Covid, a demand shock crippled supply chains. When governments and central banks throw tons of money into the economy, guess what? People spend it freely. That drives up prices.Now, though, the free money is dwindling. Generous unemployment benefits have ended. President Joe Biden’s failure to get Build Back Better passed signaled the end of trillion-dollar Covid-era spending plans.“We won’t get any more fiscal stimulus, so demand will simmer down,” says Yardeni.The Fed will soon start trimming its balance sheet. This will ease demand pressures, too.In the chart below, we see that the contraction in the federal deficit relative to GDP can foreshadow a decline in inflation. The chart comes from James Paulsen, an economist and chief market strategist at the independent research firm Leuthold. Note that the red line representing the deficit-to-GDP ratio is pushed forward by a year, because of the lag in the impact this has on inflation.Reason #3: Productivity is coming to the rescueThanks to labor shortages, companies have really increased their spending on technology and machines (capital spending) to boost productivity. Defined as output per worker, productivity goes up when the technology-to-labor ratio increases in the workplace.You can see this in the big increase in durable goods orders, but companies are telling us the same thing. Blackstone Chief Operating Officer Jonathan Gray says companies owned by his firm are spending 15%-20% more on technology.As companies get more output from the same labor cost, they feel less pressure to pass their own cost increases on to customers. That is happening now. We know this because profit margins are holding up despite labor cost increases.The chart below also confirms that productivity, while volatile, is consistently higher since the start of the pandemic. In contrast, during the 1970s wage-price spiral, productivity growth had collapsed — one reason the Fed had to play rough.Reason #4: Money supply growth is slowingThis is a pretty good predictor of inflation, says Paulsen. This makes sense, because when people get more money (more is injected into the economy), they tend to spend more, driving up prices. Currently, money supply growth is contracting, so inflation will too.In the chart below, the red line representing money supply is pushed forward by one year. That’s because the change in money supply growth affects inflation with about a one-year lag.Reason #5: The dollar is strongA strong dollar reduces foreign demand for U.S. products. This cools off inflation in the U.S. That is happening now. This chart shows the tight relationship between the dollar and U.S. prices. The red line representing the dollar is on an inverted scale, which means it declines as the dollar strengthens. The blue line is prices.It’s a good time to buy stocksAll of this tells us that you need to buy whenever your fellow investors freak out and sell stocks because of fresh worries about inflation forcing the Fed to play tough. That’s not going to happen because inflation will subside.The inflation and Fed panic this week won’t be the last, since signs of inflation’s decline probably won’t appear until April or May. Plus, the Fed still has to start hiking rates and trimming its balance sheet. These moves could cause tremors, too.Yardeni thinks the S&P 500 will be up 7% by year-end, with plenty of buyable dips at least through midyear. He projects 15% gains in the S&P 500 by mid-2023.“We would use the cash to buy stocks on dips,” he says.Companies have so much cash ($3.7 trillion, excluding holdings of equities and mutual funds), they may be right there with you, buying the pullbacks. Or buying other companies in the weakness, as we saw in January. Purchases of companies in tech in January were the second-highest on record.The “Fed put” may be kaput, but the “CFO put” may replace it, says Yardeni. He favors energy, financials and beaten-down tech.If, like me, you favor stocks that insiders are buying, here are three to consider in these sectors.Continental ResourcesI was singling out Continental Resources as a “must own” name in the $7.50 to $15 range in 2020 in my stock letter, Brush Up on Stocks (link in bio below). It now trades for $55, but I still like it. One reason is that founder Harold Hamm continues to be a big buyer of the shares, most recently in the upper $40 range. Another reason is that Hamm was an early buyer of natural gas resources in the U.S. so he got some of the best fields, and he got them cheap. Like Hamm, who is a big owner, investors today still reap the rewards from this.Western Alliance BancorpBank stocks have been strong. But Western Alliance Bancorp still looks attractive because CEO Kenneth Vecchione and CFO Dale Gibbons just bought over $1 million worth of stock up to $100 per share. Vecchione has a good record for timing purchases. Western Alliance is a Phoenix-based bank that beefed up its mortgage business with the acquisition of AmeriHome Mortgage Co. in April. Banks do well when the economy expands, because loan growth picks up and loan quality improves. Both of these trends played out at Western Alliance in the third quarter.MicrosoftLike most tech companies, Microsoft got hit hard in January, falling around 20% to the low $280 range. In the selloff, director Emma Walmsley bought over $1 million worth of stock at $296 to $311.50. You can currently get the stock for the same prices or better. Under CEO Satya Nadella, Microsoft has hit its stride as a digital-transformation play with its Azure offering. The trend will continue to support solid growth, such as the 20% sales increase in the fourth quarter, which drove diluted earnings per share up 22%.One big challenge remaining?One problem for stocks right now is that inflation tends to weigh on valuation multiples. But this may have already played out. It sure looks like it, in the chart below. Should inflation begin to ease, so will these valuation contractions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170021728,"gmtCreate":1626396463764,"gmtModify":1703759269445,"author":{"id":"3582070545317933","authorId":"3582070545317933","name":"WLC123","avatar":"https://static.tigerbbs.com/410924b3e2abac099e2d8ab6d86c8a4d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"I will also be very, very carefully watching you... :p","listText":"I will also be very, very carefully watching you... :p","text":"I will also be very, very carefully watching you... :p","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/170021728","repostId":"2151578001","repostType":4,"repost":{"id":"2151578001","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":1626395190,"share":"https://www.laohu8.com/m/news/2151578001?lang=&edition=full","pubTime":"2021-07-16 08:26","market":"us","language":"en","title":"U.S. Treasury's Yellen says need to watch inflation 'very, very carefully'","url":"https://stock-news.laohu8.com/highlight/detail?id=2151578001","media":"Reuters","summary":"WASHINGTON, July 15 (Reuters) - U.S. Treasury Secretary Janet Yellen repeated her view that current ","content":"<p>WASHINGTON, July 15 (Reuters) - U.S. Treasury Secretary Janet Yellen repeated her view that current elevated inflation is transitory but said in a National Public Radio Interview it needed to be watched \"very, very carefully.\"</p>\n<p>“We shouldn’t expect it to disappear next month, but certainly over the medium term I don’t think it will continue,\" Yellen said of inflation. \"But of course, we need to watch inflation very, very carefully.\"</p>\n<p>(Reporting by David Lawder and Tim Ahmann Editing by Chris Reese)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Treasury's Yellen says need to watch inflation 'very, very carefully'</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Treasury's Yellen says need to watch inflation 'very, very carefully'\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\">2021-07-16 08:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>WASHINGTON, July 15 (Reuters) - U.S. Treasury Secretary Janet Yellen repeated her view that current elevated inflation is transitory but said in a National Public Radio Interview it needed to be watched \"very, very carefully.\"</p>\n<p>“We shouldn’t expect it to disappear next month, but certainly over the medium term I don’t think it will continue,\" Yellen said of inflation. \"But of course, we need to watch inflation very, very carefully.\"</p>\n<p>(Reporting by David Lawder and Tim Ahmann Editing by Chris Reese)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151578001","content_text":"WASHINGTON, July 15 (Reuters) - U.S. Treasury Secretary Janet Yellen repeated her view that current elevated inflation is transitory but said in a National Public Radio Interview it needed to be watched \"very, very carefully.\"\n“We shouldn’t expect it to disappear next month, but certainly over the medium term I don’t think it will continue,\" Yellen said of inflation. \"But of course, we need to watch inflation very, very carefully.\"\n(Reporting by David Lawder and Tim Ahmann Editing by Chris Reese)","news_type":1},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049425629,"gmtCreate":1655829119261,"gmtModify":1676535713535,"author":{"id":"3582070545317933","authorId":"3582070545317933","name":"WLC123","avatar":"https://static.tigerbbs.com/410924b3e2abac099e2d8ab6d86c8a4d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049425629","repostId":"1189790991","repostType":4,"repost":{"id":"1189790991","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":1655823435,"share":"https://www.laohu8.com/m/news/1189790991?lang=&edition=full","pubTime":"2022-06-21 22:57","market":"us","language":"en","title":"Fintech Stocks Surged in Early Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1189790991","media":"Tiger Newspress","summary":"Fintech stocks surged in early trading. Coinbase, Affirm, Upstart, Lemonade, Paysafe, Block and Lend","content":"<html><head></head><body><p>Fintech stocks surged in early trading. Coinbase, Affirm, Upstart, Lemonade, Paysafe, Block and LendingClub climbed between 5% and 17%.</p><p><img src=\"https://static.tigerbbs.com/cb44801d34a4df45826618f445246e23\" tg-width=\"384\" tg-height=\"656\" referrerpolicy=\"no-referrer\"/></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>Fintech Stocks Surged in Early 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\">\nFintech Stocks Surged in Early 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\">2022-06-21 22:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Fintech stocks surged in early trading. Coinbase, Affirm, Upstart, Lemonade, Paysafe, Block and LendingClub climbed between 5% and 17%.</p><p><img src=\"https://static.tigerbbs.com/cb44801d34a4df45826618f445246e23\" tg-width=\"384\" tg-height=\"656\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AFRM":"Affirm Holdings, Inc.","PSFE":"Paysafe Ltd","COIN":"Coinbase Global, Inc.","UPST":"Upstart Holdings, Inc.","SQ":"Block","SOFI":"SoFi Technologies Inc.","V":"Visa","MA":"万事达","LC":"LendingClub","LMND":"Lemonade, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189790991","content_text":"Fintech stocks surged in early trading. Coinbase, Affirm, Upstart, Lemonade, Paysafe, Block and LendingClub climbed between 5% and 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referrerpolicy=\"no-referrer\"/></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>Cybersecurity Stocks Gained 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; 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*/\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\">\nCybersecurity Stocks Gained in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-31 22:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Cybersecurity Stocks gained in morning trading. Fortinet, SentinelOne, Crowdstrike, Palo Alto Networks, CyberArk, Tenable and Zscaler climbed between 1% and 2%.</p><p><img src=\"https://static.tigerbbs.com/ff4eac89671129c39eb84b04a113f830\" tg-width=\"417\" tg-height=\"599\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PANW":"Palo Alto Networks","CYBR":"Cyber-Ark Software","TENB":"Tenable 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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":{"BLNK":"Blink Charging","BEEM":"Beam Global","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":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077693289,"gmtCreate":1658501293741,"gmtModify":1676536168673,"author":{"id":"3582070545317933","authorId":"3582070545317933","name":"WLC123","avatar":"https://static.tigerbbs.com/410924b3e2abac099e2d8ab6d86c8a4d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ouch","listText":"Ouch","text":"Ouch","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077693289","repostId":"1120789087","repostType":4,"repost":{"id":"1120789087","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger 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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>Gaming Stocks Dropped 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{ 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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\">\nGaming Stocks Dropped 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\">2022-07-22 22:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Gaming Stocks dropped in morning trading. Unity Software, Skillz, AppLovin, Corsair Gaming and Roblox fell between 2% and 7%.</p><p><img src=\"https://static.tigerbbs.com/89f65a4307ff7bfe35cf7f9e9cb31ac2\" tg-width=\"403\" tg-height=\"362\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U":"Unity Software Inc.","RBLX":"Roblox Corporation","APP":"AppLovin Corporation","SKLZ":"Skillz Inc","CRSR":"Corsair Gaming, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120789087","content_text":"Gaming Stocks dropped in morning trading. Unity Software, Skillz, AppLovin, Corsair Gaming and Roblox fell between 2% and 7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041920377,"gmtCreate":1655996888199,"gmtModify":1676535747378,"author":{"id":"3582070545317933","authorId":"3582070545317933","name":"WLC123","avatar":"https://static.tigerbbs.com/410924b3e2abac099e2d8ab6d86c8a4d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041920377","repostId":"1153523469","repostType":4,"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013510817,"gmtCreate":1648745136763,"gmtModify":1676534390335,"author":{"id":"3582070545317933","authorId":"3582070545317933","name":"WLC123","avatar":"https://static.tigerbbs.com/410924b3e2abac099e2d8ab6d86c8a4d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013510817","repostId":"1117657049","repostType":4,"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030609867,"gmtCreate":1645697914828,"gmtModify":1676534054719,"author":{"id":"3582070545317933","authorId":"3582070545317933","name":"WLC123","avatar":"https://static.tigerbbs.com/410924b3e2abac099e2d8ab6d86c8a4d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030609867","repostId":"1195330201","repostType":4,"repost":{"id":"1195330201","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":1645694671,"share":"https://www.laohu8.com/m/news/1195330201?lang=&edition=full","pubTime":"2022-02-24 17:24","market":"us","language":"en","title":"Crypto Stocks Tumbled in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1195330201","media":"Tiger Newspress","summary":"Crypto stocks tumbled in premarket trading. Bit Digital,Bit Mining,Marathon Digital,SoS Ltd,Riot Blo","content":"<html><head></head><body><p>Crypto stocks tumbled in premarket trading. Bit Digital,Bit Mining,Marathon Digital,SoS Ltd,Riot Blockchain,Coinbase,The9 and Canaan tumbled from 3% to 12%.<img src=\"https://static.tigerbbs.com/71f38dd044b4ad310803a62a0c0d2850\" tg-width=\"406\" tg-height=\"587\" 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>Crypto Stocks Tumbled 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; 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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\">\nCrypto Stocks Tumbled 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\">2022-02-24 17:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Crypto stocks tumbled in premarket trading. Bit Digital,Bit Mining,Marathon Digital,SoS Ltd,Riot Blockchain,Coinbase,The9 and Canaan tumbled from 3% to 12%.<img src=\"https://static.tigerbbs.com/71f38dd044b4ad310803a62a0c0d2850\" tg-width=\"406\" tg-height=\"587\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOS":"SOS Limited","CAN":"嘉楠科技","RIOT":"Riot Platforms"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195330201","content_text":"Crypto stocks tumbled in premarket trading. Bit Digital,Bit Mining,Marathon Digital,SoS Ltd,Riot Blockchain,Coinbase,The9 and Canaan tumbled from 3% to 12%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074898203,"gmtCreate":1658327441202,"gmtModify":1676536141473,"author":{"id":"3582070545317933","authorId":"3582070545317933","name":"WLC123","avatar":"https://static.tigerbbs.com/410924b3e2abac099e2d8ab6d86c8a4d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074898203","repostId":"1109126506","repostType":4,"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034162895,"gmtCreate":1647827956270,"gmtModify":1676534269606,"author":{"id":"3582070545317933","authorId":"3582070545317933","name":"WLC123","avatar":"https://static.tigerbbs.com/410924b3e2abac099e2d8ab6d86c8a4d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034162895","repostId":"1141629779","repostType":4,"repost":{"id":"1141629779","pubTimestamp":1647738357,"share":"https://www.laohu8.com/m/news/1141629779?lang=&edition=full","pubTime":"2022-03-20 09:05","market":"us","language":"en","title":"7 Hot Growth Stocks That Are Poised to Triple This Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1141629779","media":"InvestorPlace","summary":"These growth stocks will get big lifts from powerful, ongoing trendsSource: Who is Danny / Shutterst","content":"<html><head></head><body><p>These growth stocks will get big lifts from powerful, ongoing trends</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6130bd5b79eee9cfb9099d56dbfdc385\" tg-width=\"1024\" tg-height=\"576\" width=\"100%\" height=\"auto\"/><span>Source: Who is Danny / Shutterstock.com</span></p><p>The macroeconomic stars might very well be aligned for a big rebound by the stock market. First of all, as <i>Investor’s Business Daily</i> reported on March 13, despite the “market correction” the “indexes (are) off [their] lows.” The latter development is very positive; it indicates that the worst of the correction — and the year-long decline by growth stocks — may very well be behind us.</p><p>Likely calming the markets are the realization by many investors that the interest rate hikes and the Russian-Ukrainian war probably will not cause the proverbial sky to fall. Interest rates will remain historically low, and high oil prices only caused a U.S. recession once, in 1973 when the cost of petroleum quickly quadrupled.</p><p>Moreover, with the EU having enough natural gas to make it through winter, a lack of Russian natural gas won’t lead to disaster for those countries. And the U.S., the EU and Russia will, in all likelihood, continue to seek to prevent the conflict from widening.</p><p>Also encouragingly, “legendary quant investor Louis Navellier” expects the market to surge in the second half of March,<i>InvestorPlace</i> Contributing Editor Jeff Remsberg recently reported.</p><p>With investors becoming less fearful, there’s a good chance that growth stocks will rebound.</p><p>Among my favorite sectors now are solar energy names,electric vehicle (EV) charging companies, mining companies and biotech firms. I believe that the market is, in general, greatly underestimating the strength of these groups.</p><p>With that in my mind, these seven hot growth stocks definitely have what it takes to triple during the rest of the year:</p><ul><li><b>EVgo</b>(NASDAQ:<b><u>EVGO</u></b>)</li><li><b>ChargePoint Holdings</b>(NYSE:<b><u>CHPT</u></b>)</li><li><b>Shoals</b>(NASDAQ:<b><u>SHLS</u></b>)</li><li><b>Freeport McMoran</b>(NYSE:<b><u>FCX</u></b>)</li><li><b>Novavax</b>(NASDAQ:<b><u>NVAX</u></b>)</li><li><b>Enphase Energy</b>(NASDAQ:<b><u>ENPH</u></b>)</li><li><b>Plug Power</b>(NASDAQ:<b><u>PLUG</u></b>)</li></ul><p><b>EVgo (EVGO)</b></p><p>From Feb. 24 to March 10, the shares jumped 30%. The rally came after the EV charging company announced that it had made deals to provide fast chargers for some customers of two huge Japanese automakers — <b>Subaru</b> and <b>Toyota</b>(NYSE:<b><u>TM</u></b>).</p><p>On Feb. 1, EVgo and Midwestern retailer Meije announced that the first of five EVgo charging stations had been opened at a Meijer store. EVgo indicated that it would add many more charging stations in partnership with the retailer, which has “more than 240 stores.”</p><p>EVgo reports that it has the “largest public fast charging network for electric vehicles” in the U.S. and is likely to add many more retail and hotel partners down the road. And making EVgo more attractive for automotive, hotel, and retail partners, the company says that it’s the “only public network powered by 100% renewable electricity.”</p><p>Also likely fueling EVgo’s surge was ChargePoint’s stronger-than-expected fourth quarter revenue and full-year sales guidance, which I will describe in some detail in the next section.</p><p><b>ChargePoint Holdings (CHPT)</b></p><p>The EV charging company reported that its sales had soared 90% year-over-year in the fourth quarter to $80.7 million, exceeding analysts’ average outlook by $4.6 million. And for its upcoming fiscal year, ChargePoint predicted that its sales would come in at $450 million – $500 million. The company stated that: “At the midpoint, this (guidance) represents an anticipated increase of 96% as compared to the prior year.” The guidance was also way above analysts’ average estimate of $238 million.</p><p>Reacting to the results and guidance,<b>Oppenheimer’s</b> (NYSE:<b><u>OPY</u></b>) Colin Rusch wrote that, “We believe the company is executing well on port growth and is gaining traction in the EU with the aid of its recent acquisition.” He added that the company “could substantially outpace our revenue estimates through FY26” and kept an “outperform” rating on the name.</p><p>Later this year, the company, along with EVgo, should benefit from the rapid growth of EV sales in the U.S. and Europe. This growth is driven by the release of many new EV models and by the recent jump in gasoline prices. Moreover, CHPT stock and EVGO stock should also get lifts from the Infrastructure Law which includes significant funding for EV chargers.</p><p><b>Shoals (SHLS)</b></p><p>In the wake of the conflict between Russia and Ukraine, the EU is looking to meaningfully expand its use of solar energy over the next eight years, a Yale publication recently reported. Meanwhile, as I’ve noted in previous articles, China and many U.S. states are also implementing policies that should accelerate solar sector growth. By the end of the year, I expect the U.S. Congress to extend important tax breaks for the solar sector.</p><p>Shoals, which makes solar energy components,recently received the last certification that it needed to sell its products in the EU.</p><p>As of the end of Q4, the company’s backlog jumped almost 100% year-over-year (YOY). Shoals’ “backlog and awarded orders” has reached nearly $300 million.</p><p>For 2022, Shoals expects its sales to soar 40% – 64% and predicted that its earnings, excluding certain items, would jump 40% – 54% to $300 million to $350 million.</p><p>To meet strong demand, Shoals plans to open a new U.S. factory next quarter.</p><p>Since Feb. 24, its shares have jumped more than 40%.</p><p><b>Freeport McMoran (FCX)</b></p><p>The copper producer’s Q4 revenue jumped 37% YOY to $1.1 billion, while its earnings per share (EPS), excluding certain items, was 96 cents. Last quarter, Freeport sold an impressive “1.020 billion pounds of copper,” and its expenses declined.</p><p>On March 4, the price of copper reached a record $4.938 per pound. As I noted in a previous article, “Although Russia mines just 4% of the world’s copper, the price of the metal has surged about 10% since the invasion,” while the huge jump in the demand for electric vehicles and clean energy are also having a positive impact on the demand for copper.</p><p>Additionally,<i>Seeking Alpha</i> reported that just before the invasion, “copper inventories at London Metal Exchange registered warehouses totaled less than 70K metric tons, their lowest level since 2005.”</p><p>A skilled technical analyst, and<i>InvestorPlace</i>columnist Bret Kenwell named FCX stock as one of eight “Uptrend Stocks to Watch.”</p><p>He recently reported, “Analysts expect about 14% revenue growth this year to go alongside almost 23% earnings growth. Despite the growth, shares trade at just under 13 times earnings.”</p><p>Amid the energy transition, continued strong inflation, and global instability. I believe that FCX stock can indeed triple this year. That would put the shares at slightly over double its 2010 high of just over $60.</p><p><b>Novavax (NVAX)</b></p><p>As I pointed out in a recent column on the shares, earlier this month, The<i>Wall Street Journal</i>stated that the company’s vaccine “for the coronavirus ‘is moving toward U.S. authorization.’ The progress came “after the company proved the effectiveness of its manufacturing process to the Food and Drug Administration (FDA),” I noted.</p><p>As a result of<i>The Journal’s</i>report, I expect the jab to be approved by the end of June.</p><p>Meanwhile, Novavax is distributing its shot in Europe and Australia and obtained an approval for the shot in Canada.</p><p>With vaccination rates still low in many parts of the world,particularly in Africa, the demand for Novavax’s shot around the world will probably be much stronger than the Street expects. With the shares trading at a price-revenue ratio of 1.26, based on the company’s 2022 revenue guidance, its valuation is very attractive.</p><p><b>Enphase Energy (ENPH)</b></p><p>Like Shoals, with the EU poised to greatly expand its solar capacity, ENPH stock has risen meaningfully since the Russian invasion. The EU’s initiative, along with the likely extension of key tax breaks for solar energy in the U.S., is likely to give ENPH stock a big jolt higher later this year.</p><p>Making me more confident that Congress will act on the tax breaks is a letter sent by 89 House Democrats to President Joe Biden. The letter calls on the President to advance the climate provisions that were included in Congressional Democrats’ budget proposal which have since apparently been dropped.</p><p>On Feb. 8, Enphase reported much stronger-than-expected fourth quarter results Its Q4 revenue climbed 56% YOY to $412 million, beating analysts’ average outlook by $13 million. The company’s operating income, excluding certain items, was an impressive $97.7 million.</p><p>Analysts, on average,expect the company’s EPS to jump to $3.06 this year and $3.93 in 2023, versus $2.41 in 2021. If Congress passes extensive tax breaks and incentives for solar energy, Enphase will likely be able to easily eclipse those numbers.</p><p>Meanwhile, research firm <b>Solar Media</b> recently predicted that solar module costs would “remain elevated for the next 18 months at least.” The estimate suggests that strengthening demand for solar energy is at last causing solar component prices to remain elevated, boding very well for Enphase and ENPH stock.</p><p><b>Plug Power (PLUG)</b></p><p>Another company likely to benefit meaningfully this year from the energy transition and the Russian invasion is Plug Power. The company should also get lifts from the high prices of oil and natural gas. And from the implementation of the Infrastructure Law passed last year.</p><p>In past columns, I’ve pointed out that the EU is looking to greatly increase the use of hydrogen within its borders. In the wake of Russia’s invasion of Ukraine, that initiative should meaningfully intensify. And with the Russian sanctions in play, South Korea is also likely to intensify its already ambitious hydrogen goals. Plug Power is partnering with South Korean conglomerate <b>SK Group</b> on multiple hydrogen projects.</p><p>Among the other trends that should lift PLUG stock this year are the higher oil and natural gas prices, the Infrastructure Law, and any additional efforts by Congress to incentivize clean energy.</p><p>As I pointed out in a previous column, Plug expects its margins from green hydrogen to increase going forward and reach “about 30% in 2024.” Given the current high prices of fossil fuels and likely further, upcoming support for green hydrogen by multiple governments, that target is probably conservative.</p><p>By the middle of the year, PLUG stock should start reflecting Plug’s improved outlook, resulting in big rallies by the shares.</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>7 Hot Growth Stocks That Are Poised to Triple 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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Hot Growth Stocks That Are Poised to Triple This Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-20 09:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/7-hot-growth-stocks-that-are-poised-to-triple-this-year/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These growth stocks will get big lifts from powerful, ongoing trendsSource: Who is Danny / Shutterstock.comThe macroeconomic stars might very well be aligned for a big rebound by the stock market. ...</p>\n\n<a href=\"https://investorplace.com/2022/03/7-hot-growth-stocks-that-are-poised-to-triple-this-year/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FCX":"麦克莫兰铜金","NVAX":"诺瓦瓦克斯医药","CHPT":"ChargePoint Holdings Inc.","EVGO":"EVgo Inc.","SHLS":"Shoals Technologies Group","ENPH":"Enphase Energy","PLUG":"普拉格能源"},"source_url":"https://investorplace.com/2022/03/7-hot-growth-stocks-that-are-poised-to-triple-this-year/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141629779","content_text":"These growth stocks will get big lifts from powerful, ongoing trendsSource: Who is Danny / Shutterstock.comThe macroeconomic stars might very well be aligned for a big rebound by the stock market. First of all, as Investor’s Business Daily reported on March 13, despite the “market correction” the “indexes (are) off [their] lows.” The latter development is very positive; it indicates that the worst of the correction — and the year-long decline by growth stocks — may very well be behind us.Likely calming the markets are the realization by many investors that the interest rate hikes and the Russian-Ukrainian war probably will not cause the proverbial sky to fall. Interest rates will remain historically low, and high oil prices only caused a U.S. recession once, in 1973 when the cost of petroleum quickly quadrupled.Moreover, with the EU having enough natural gas to make it through winter, a lack of Russian natural gas won’t lead to disaster for those countries. And the U.S., the EU and Russia will, in all likelihood, continue to seek to prevent the conflict from widening.Also encouragingly, “legendary quant investor Louis Navellier” expects the market to surge in the second half of March,InvestorPlace Contributing Editor Jeff Remsberg recently reported.With investors becoming less fearful, there’s a good chance that growth stocks will rebound.Among my favorite sectors now are solar energy names,electric vehicle (EV) charging companies, mining companies and biotech firms. I believe that the market is, in general, greatly underestimating the strength of these groups.With that in my mind, these seven hot growth stocks definitely have what it takes to triple during the rest of the year:EVgo(NASDAQ:EVGO)ChargePoint Holdings(NYSE:CHPT)Shoals(NASDAQ:SHLS)Freeport McMoran(NYSE:FCX)Novavax(NASDAQ:NVAX)Enphase Energy(NASDAQ:ENPH)Plug Power(NASDAQ:PLUG)EVgo (EVGO)From Feb. 24 to March 10, the shares jumped 30%. The rally came after the EV charging company announced that it had made deals to provide fast chargers for some customers of two huge Japanese automakers — Subaru and Toyota(NYSE:TM).On Feb. 1, EVgo and Midwestern retailer Meije announced that the first of five EVgo charging stations had been opened at a Meijer store. EVgo indicated that it would add many more charging stations in partnership with the retailer, which has “more than 240 stores.”EVgo reports that it has the “largest public fast charging network for electric vehicles” in the U.S. and is likely to add many more retail and hotel partners down the road. And making EVgo more attractive for automotive, hotel, and retail partners, the company says that it’s the “only public network powered by 100% renewable electricity.”Also likely fueling EVgo’s surge was ChargePoint’s stronger-than-expected fourth quarter revenue and full-year sales guidance, which I will describe in some detail in the next section.ChargePoint Holdings (CHPT)The EV charging company reported that its sales had soared 90% year-over-year in the fourth quarter to $80.7 million, exceeding analysts’ average outlook by $4.6 million. And for its upcoming fiscal year, ChargePoint predicted that its sales would come in at $450 million – $500 million. The company stated that: “At the midpoint, this (guidance) represents an anticipated increase of 96% as compared to the prior year.” The guidance was also way above analysts’ average estimate of $238 million.Reacting to the results and guidance,Oppenheimer’s (NYSE:OPY) Colin Rusch wrote that, “We believe the company is executing well on port growth and is gaining traction in the EU with the aid of its recent acquisition.” He added that the company “could substantially outpace our revenue estimates through FY26” and kept an “outperform” rating on the name.Later this year, the company, along with EVgo, should benefit from the rapid growth of EV sales in the U.S. and Europe. This growth is driven by the release of many new EV models and by the recent jump in gasoline prices. Moreover, CHPT stock and EVGO stock should also get lifts from the Infrastructure Law which includes significant funding for EV chargers.Shoals (SHLS)In the wake of the conflict between Russia and Ukraine, the EU is looking to meaningfully expand its use of solar energy over the next eight years, a Yale publication recently reported. Meanwhile, as I’ve noted in previous articles, China and many U.S. states are also implementing policies that should accelerate solar sector growth. By the end of the year, I expect the U.S. Congress to extend important tax breaks for the solar sector.Shoals, which makes solar energy components,recently received the last certification that it needed to sell its products in the EU.As of the end of Q4, the company’s backlog jumped almost 100% year-over-year (YOY). Shoals’ “backlog and awarded orders” has reached nearly $300 million.For 2022, Shoals expects its sales to soar 40% – 64% and predicted that its earnings, excluding certain items, would jump 40% – 54% to $300 million to $350 million.To meet strong demand, Shoals plans to open a new U.S. factory next quarter.Since Feb. 24, its shares have jumped more than 40%.Freeport McMoran (FCX)The copper producer’s Q4 revenue jumped 37% YOY to $1.1 billion, while its earnings per share (EPS), excluding certain items, was 96 cents. Last quarter, Freeport sold an impressive “1.020 billion pounds of copper,” and its expenses declined.On March 4, the price of copper reached a record $4.938 per pound. As I noted in a previous article, “Although Russia mines just 4% of the world’s copper, the price of the metal has surged about 10% since the invasion,” while the huge jump in the demand for electric vehicles and clean energy are also having a positive impact on the demand for copper.Additionally,Seeking Alpha reported that just before the invasion, “copper inventories at London Metal Exchange registered warehouses totaled less than 70K metric tons, their lowest level since 2005.”A skilled technical analyst, andInvestorPlacecolumnist Bret Kenwell named FCX stock as one of eight “Uptrend Stocks to Watch.”He recently reported, “Analysts expect about 14% revenue growth this year to go alongside almost 23% earnings growth. Despite the growth, shares trade at just under 13 times earnings.”Amid the energy transition, continued strong inflation, and global instability. I believe that FCX stock can indeed triple this year. That would put the shares at slightly over double its 2010 high of just over $60.Novavax (NVAX)As I pointed out in a recent column on the shares, earlier this month, TheWall Street Journalstated that the company’s vaccine “for the coronavirus ‘is moving toward U.S. authorization.’ The progress came “after the company proved the effectiveness of its manufacturing process to the Food and Drug Administration (FDA),” I noted.As a result ofThe Journal’sreport, I expect the jab to be approved by the end of June.Meanwhile, Novavax is distributing its shot in Europe and Australia and obtained an approval for the shot in Canada.With vaccination rates still low in many parts of the world,particularly in Africa, the demand for Novavax’s shot around the world will probably be much stronger than the Street expects. With the shares trading at a price-revenue ratio of 1.26, based on the company’s 2022 revenue guidance, its valuation is very attractive.Enphase Energy (ENPH)Like Shoals, with the EU poised to greatly expand its solar capacity, ENPH stock has risen meaningfully since the Russian invasion. The EU’s initiative, along with the likely extension of key tax breaks for solar energy in the U.S., is likely to give ENPH stock a big jolt higher later this year.Making me more confident that Congress will act on the tax breaks is a letter sent by 89 House Democrats to President Joe Biden. The letter calls on the President to advance the climate provisions that were included in Congressional Democrats’ budget proposal which have since apparently been dropped.On Feb. 8, Enphase reported much stronger-than-expected fourth quarter results Its Q4 revenue climbed 56% YOY to $412 million, beating analysts’ average outlook by $13 million. The company’s operating income, excluding certain items, was an impressive $97.7 million.Analysts, on average,expect the company’s EPS to jump to $3.06 this year and $3.93 in 2023, versus $2.41 in 2021. If Congress passes extensive tax breaks and incentives for solar energy, Enphase will likely be able to easily eclipse those numbers.Meanwhile, research firm Solar Media recently predicted that solar module costs would “remain elevated for the next 18 months at least.” The estimate suggests that strengthening demand for solar energy is at last causing solar component prices to remain elevated, boding very well for Enphase and ENPH stock.Plug Power (PLUG)Another company likely to benefit meaningfully this year from the energy transition and the Russian invasion is Plug Power. The company should also get lifts from the high prices of oil and natural gas. And from the implementation of the Infrastructure Law passed last year.In past columns, I’ve pointed out that the EU is looking to greatly increase the use of hydrogen within its borders. In the wake of Russia’s invasion of Ukraine, that initiative should meaningfully intensify. And with the Russian sanctions in play, South Korea is also likely to intensify its already ambitious hydrogen goals. Plug Power is partnering with South Korean conglomerate SK Group on multiple hydrogen projects.Among the other trends that should lift PLUG stock this year are the higher oil and natural gas prices, the Infrastructure Law, and any additional efforts by Congress to incentivize clean energy.As I pointed out in a previous column, Plug expects its margins from green hydrogen to increase going forward and reach “about 30% in 2024.” Given the current high prices of fossil fuels and likely further, upcoming support for green hydrogen by multiple governments, that target is probably conservative.By the middle of the year, PLUG stock should start reflecting Plug’s improved outlook, resulting in big rallies by the shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148694756,"gmtCreate":1625970224975,"gmtModify":1703751390157,"author":{"id":"3582070545317933","authorId":"3582070545317933","name":"WLC123","avatar":"https://static.tigerbbs.com/410924b3e2abac099e2d8ab6d86c8a4d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Fuiyoh...","listText":"Fuiyoh...","text":"Fuiyoh...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/148694756","repostId":"1187480487","repostType":4,"repost":{"id":"1187480487","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":1625838849,"share":"https://www.laohu8.com/m/news/1187480487?lang=&edition=full","pubTime":"2021-07-09 21:54","market":"us","language":"en","title":"Disney shares rises nearly 2%,as Shanghai Disneyland raising prices up to 10%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1187480487","media":"Tiger Newspress","summary":"Disney shares rises nearly 2%,as Shanghai Disneyland raising prices up to 10%.\n\n\nShanghai Disneyland","content":"<p>Disney&nbsp;shares&nbsp;rises&nbsp;nearly&nbsp;2%,as&nbsp;Shanghai Disneyland raising prices up to 10%.</p>\n<p><img src=\"https://static.tigerbbs.com/c8b245ccacada732569aab91c7bad577\" tg-width=\"803\" tg-height=\"601\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li>Shanghai Disneyland (DIS+0.7%) willraise its ticket prices starting in January.</li>\n <li>The resort indicated it would boost prices on Jan. 9, setting new rates for four tiers: Regular, Regular Plus, Peak (most days in summer season and other peak visitation days), and Peak Plus.</li>\n <li>The Regular price at that time will be 435 yuan (about $67.13). Regular Plus will be 545 yuan (about $84.11). Meanwhile, Peak price is set at 659 yuan ($101.70) and Peak Plus at 769 yuan ($118.67).</li>\n <li>That results in increases of 9-10% across the board.</li>\n <p><b>Disney</b>&nbsp;is gearing up for a big weekend at the box office as the long-delayed \"Black Widow\" is set for its theatrical release worldwide on July 9. Disney stock rose.</p>\n <p>Worldwide estimates for \"Black Widow\" are as high as $140 million, according to Deadline. That doesn't include China, Marvel's biggest market, as it doesn't yet have a release date there.</p>\n</ul>","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>Disney shares rises nearly 2%,as Shanghai Disneyland raising prices up to 10%.</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\">\nDisney shares rises nearly 2%,as Shanghai Disneyland raising prices up to 10%.\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\">2021-07-09 21:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Disney&nbsp;shares&nbsp;rises&nbsp;nearly&nbsp;2%,as&nbsp;Shanghai Disneyland raising prices up to 10%.</p>\n<p><img src=\"https://static.tigerbbs.com/c8b245ccacada732569aab91c7bad577\" tg-width=\"803\" tg-height=\"601\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li>Shanghai Disneyland (DIS+0.7%) willraise its ticket prices starting in January.</li>\n <li>The resort indicated it would boost prices on Jan. 9, setting new rates for four tiers: Regular, Regular Plus, Peak (most days in summer season and other peak visitation days), and Peak Plus.</li>\n <li>The Regular price at that time will be 435 yuan (about $67.13). Regular Plus will be 545 yuan (about $84.11). Meanwhile, Peak price is set at 659 yuan ($101.70) and Peak Plus at 769 yuan ($118.67).</li>\n <li>That results in increases of 9-10% across the board.</li>\n <p><b>Disney</b>&nbsp;is gearing up for a big weekend at the box office as the long-delayed \"Black Widow\" is set for its theatrical release worldwide on July 9. Disney stock rose.</p>\n <p>Worldwide estimates for \"Black Widow\" are as high as $140 million, according to Deadline. That doesn't include China, Marvel's biggest market, as it doesn't yet have a release date there.</p>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187480487","content_text":"Disney shares rises nearly 2%,as Shanghai Disneyland raising prices up to 10%.\n\n\nShanghai Disneyland (DIS+0.7%) willraise its ticket prices starting in January.\nThe resort indicated it would boost prices on Jan. 9, setting new rates for four tiers: Regular, Regular Plus, Peak (most days in summer season and other peak visitation days), and Peak Plus.\nThe Regular price at that time will be 435 yuan (about $67.13). Regular Plus will be 545 yuan (about $84.11). Meanwhile, Peak price is set at 659 yuan ($101.70) and Peak Plus at 769 yuan ($118.67).\nThat results in increases of 9-10% across the board.\nDisney is gearing up for a big weekend at the box office as the long-delayed \"Black Widow\" is set for its theatrical release worldwide on July 9. Disney stock rose.\nWorldwide estimates for \"Black Widow\" are as high as $140 million, according to Deadline. That doesn't include China, Marvel's biggest market, as it doesn't yet have a release date there.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}