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2022-01-19

Woah down down up?[Surprised]

Sorry, the original content has been removed

2022-01-16

Why like this [Cry]

US STOCKS-Dow Closes Lower after Disappointing Bank Results

2022-01-14

Sell[Miser]

Netflix Stock Continues To Crash After Falling Below This Key Support Level: What's Next?

2022-01-14

How now

US STOCKS-Wall St Closes Down, Fed Speakers Put Rate Hikes in Focus

2022-01-13

Up we go[Miser]

Tesla Could Be On The Path To $2,500 By 2025

2022-01-13

[Miser] [Miser] [Miser] nice

TSMC Announced Consolidated Revenue of NT$438.19 Billion, Gross Margin for the Fourth Quarter was 52.7%

2022-01-12

How now [Surprised]

Probe Into Microsoft Acquisition of Nuance Communications Launched by UK Antitrust Watchdog

2022-01-11

[Miser]

US STOCKS-Nasdaq Ekes Out Gain in Late Session Comeback

2022-01-03

[Miser]

1 Green Flag for Micron Technology in 2022, and 1 Red Flag

2022-01-02

Support[Miser]

Where Will Nvidia Stock Be By 2025?

2021-12-21

$Novavax(NVAX)$Short?[Doubt]

2021-12-20

[Miser]

Big Crash Coming, According To Treasury Yields

Go to Tiger App to see more news

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down down up?[Surprised]&nbsp;","listText":"Woah down down up?[Surprised]&nbsp;","text":"Woah down down up?[Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004815316","repostId":"2204408493","repostType":4,"isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005674115,"gmtCreate":1642299731696,"gmtModify":1676533699263,"author":{"id":"3582678890855212","authorId":"3582678890855212","name":"spdrwb","avatar":"https://static.tigerbbs.com/013ba8401d9d936a6931dc0132e28fca","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582678890855212","authorIdStr":"3582678890855212"},"themes":[],"htmlText":"Why like this&nbsp;[Cry]&nbsp;","listText":"Why like this&nbsp;[Cry]&nbsp;","text":"Why like this [Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005674115","repostId":"2203201745","repostType":4,"repost":{"id":"2203201745","kind":"highlight","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":1642201908,"share":"https://ttm.financial/m/news/2203201745?lang=&edition=fundamental","pubTime":"2022-01-15 07:11","market":"us","language":"en","title":"US STOCKS-Dow Closes Lower after Disappointing Bank Results","url":"https://stock-news.laohu8.com/highlight/detail?id=2203201745","media":"Reuters","summary":"The Dow closed lower with a big drag from financial stocks as investors were disappointed by fourth quarter results from big U.S. banks, which cast a shadow over the earnings season kick-off.The Nasda","content":"<html><head></head><body><p>The Dow closed lower with a big drag from financial stocks as investors were disappointed by fourth quarter results from big U.S. banks, which cast a shadow over the earnings season kick-off.</p><p>The Nasdaq and the S&amp;P regained lost ground in afternoon trading to close higher. Meanwhile the consumer discretionary</p><p>also put pressure on major indexes after morning data showed a December decline in retail sales and a souring of consumer sentiment.</p><p>JPMorgan Chase &amp; Co tumbled after reporting weaker performance at its trading arm. The bellwether lender also warned that soaring inflation, the looming threat of Omicron and trading revenues would challenge industry growth in coming months.</p><p>Along with JPMorgan, big decliners putting pressure on the Dow included Goldman Sachs, American Express and Home Depot.</p><p>$Citigroup Inc(C-N)$ shares fell after it reported a 26% drop in fourth-quarter profit, while asset manager BlackRock Inc</p><p>fell after missing quarterly revenue expectations.</p><p>The earnings kick-off had investors taking profits in the S&amp;P 500 bank subsector after it had hit an intraday high in the previous session. Financial stocks had been outperforming the S&amp;P recently as investors bet that the Federal Reserve&#39;s expected interest rate hikes will boost bank profits.</p><p>&#34;The bar was very high going into (JPMorgan) results. On the surface it was good but, under the hood, not so much,&#34; said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles. In the interest rate hiking cycle expected this year &#34;positioning was very crowded on the long side&#34; going into the earnings season.</p><p>For consumer stock weakness, James pointed to &#34;clearly disappointing&#34; retail sales, which dropped 1.9% last month due to shortages of goods and an explosion of COVID-19 infections.</p><p>Separate data showed soaring inflation hit U.S. consumer sentiment in January, pushing it to its second lowest level in a decade.</p><p>Retail sales and bank loan growth raised doubts about the economic outlook for the current quarter and 2022 for Keith Buchanan, portfolio manager at Globalt in Atlanta.</p><p>&#34;The question is, does the economy have enough strength to get through the risk Omicron brings as fiscal and monetary stimulus is rolling off,&#34; Buchanan said.</p><p>According to preliminary data, the S&amp;P 500 gained 2.89 points, or 0.06%, to end at 4,661.92 points, while the Nasdaq Composite gained 81.98 points, or 0.55%, to 14,889.73. The Dow Jones Industrial Average fell 208.43 points, or 0.58%, to 35,905.19.</p><p>Analysts see S&amp;P 500 companies earnings rising 23.1% in the fourth quarter, according to IBES data from Refinitiv.</p><p>One bright spot in the bank sector on Friday however was Wells Fargo &amp; Co, which gained ground after posting a bigger-than-expected rise in fourth-quarter profit.</p><p>Casino operators Las Vegas Sands, Melco Resorts and Wynn Resorts rallied after Macau&#39;s government capped the number of new casino operators allowed to operate to six for a period of 10 years.</p><p>U.S. stock markets will remain shut on Monday for the public holiday in honor of Martin Luther King.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Dow Closes Lower after Disappointing Bank Results</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Dow Closes Lower after Disappointing Bank Results\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-15 07:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Dow closed lower with a big drag from financial stocks as investors were disappointed by fourth quarter results from big U.S. banks, which cast a shadow over the earnings season kick-off.</p><p>The Nasdaq and the S&amp;P regained lost ground in afternoon trading to close higher. Meanwhile the consumer discretionary</p><p>also put pressure on major indexes after morning data showed a December decline in retail sales and a souring of consumer sentiment.</p><p>JPMorgan Chase &amp; Co tumbled after reporting weaker performance at its trading arm. The bellwether lender also warned that soaring inflation, the looming threat of Omicron and trading revenues would challenge industry growth in coming months.</p><p>Along with JPMorgan, big decliners putting pressure on the Dow included Goldman Sachs, American Express and Home Depot.</p><p>$Citigroup Inc(C-N)$ shares fell after it reported a 26% drop in fourth-quarter profit, while asset manager BlackRock Inc</p><p>fell after missing quarterly revenue expectations.</p><p>The earnings kick-off had investors taking profits in the S&amp;P 500 bank subsector after it had hit an intraday high in the previous session. Financial stocks had been outperforming the S&amp;P recently as investors bet that the Federal Reserve&#39;s expected interest rate hikes will boost bank profits.</p><p>&#34;The bar was very high going into (JPMorgan) results. On the surface it was good but, under the hood, not so much,&#34; said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles. In the interest rate hiking cycle expected this year &#34;positioning was very crowded on the long side&#34; going into the earnings season.</p><p>For consumer stock weakness, James pointed to &#34;clearly disappointing&#34; retail sales, which dropped 1.9% last month due to shortages of goods and an explosion of COVID-19 infections.</p><p>Separate data showed soaring inflation hit U.S. consumer sentiment in January, pushing it to its second lowest level in a decade.</p><p>Retail sales and bank loan growth raised doubts about the economic outlook for the current quarter and 2022 for Keith Buchanan, portfolio manager at Globalt in Atlanta.</p><p>&#34;The question is, does the economy have enough strength to get through the risk Omicron brings as fiscal and monetary stimulus is rolling off,&#34; Buchanan said.</p><p>According to preliminary data, the S&amp;P 500 gained 2.89 points, or 0.06%, to end at 4,661.92 points, while the Nasdaq Composite gained 81.98 points, or 0.55%, to 14,889.73. The Dow Jones Industrial Average fell 208.43 points, or 0.58%, to 35,905.19.</p><p>Analysts see S&amp;P 500 companies earnings rising 23.1% in the fourth quarter, according to IBES data from Refinitiv.</p><p>One bright spot in the bank sector on Friday however was Wells Fargo &amp; Co, which gained ground after posting a bigger-than-expected rise in fourth-quarter profit.</p><p>Casino operators Las Vegas Sands, Melco Resorts and Wynn Resorts rallied after Macau&#39;s government capped the number of new casino operators allowed to operate to six for a period of 10 years.</p><p>U.S. stock markets will remain shut on Monday for the public holiday in honor of Martin Luther King.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GS":"高盛",".DJI":"道琼斯","BK4083":"家庭装潢零售",".IXIC":"NASDAQ Composite","HD":"家得宝","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","BK4567":"ESG概念","AXP":"美国运通","BK4166":"消费信贷",".SPX":"S&P 500 Index","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","SPY":"标普500ETF","BK4504":"桥水持仓","BK4566":"资本集团"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2203201745","content_text":"The Dow closed lower with a big drag from financial stocks as investors were disappointed by fourth quarter results from big U.S. banks, which cast a shadow over the earnings season kick-off.The Nasdaq and the S&P regained lost ground in afternoon trading to close higher. Meanwhile the consumer discretionaryalso put pressure on major indexes after morning data showed a December decline in retail sales and a souring of consumer sentiment.JPMorgan Chase & Co tumbled after reporting weaker performance at its trading arm. The bellwether lender also warned that soaring inflation, the looming threat of Omicron and trading revenues would challenge industry growth in coming months.Along with JPMorgan, big decliners putting pressure on the Dow included Goldman Sachs, American Express and Home Depot.$Citigroup Inc(C-N)$ shares fell after it reported a 26% drop in fourth-quarter profit, while asset manager BlackRock Incfell after missing quarterly revenue expectations.The earnings kick-off had investors taking profits in the S&P 500 bank subsector after it had hit an intraday high in the previous session. Financial stocks had been outperforming the S&P recently as investors bet that the Federal Reserve's expected interest rate hikes will boost bank profits.\"The bar was very high going into (JPMorgan) results. On the surface it was good but, under the hood, not so much,\" said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles. In the interest rate hiking cycle expected this year \"positioning was very crowded on the long side\" going into the earnings season.For consumer stock weakness, James pointed to \"clearly disappointing\" retail sales, which dropped 1.9% last month due to shortages of goods and an explosion of COVID-19 infections.Separate data showed soaring inflation hit U.S. consumer sentiment in January, pushing it to its second lowest level in a decade.Retail sales and bank loan growth raised doubts about the economic outlook for the current quarter and 2022 for Keith Buchanan, portfolio manager at Globalt in Atlanta.\"The question is, does the economy have enough strength to get through the risk Omicron brings as fiscal and monetary stimulus is rolling off,\" Buchanan said.According to preliminary data, the S&P 500 gained 2.89 points, or 0.06%, to end at 4,661.92 points, while the Nasdaq Composite gained 81.98 points, or 0.55%, to 14,889.73. The Dow Jones Industrial Average fell 208.43 points, or 0.58%, to 35,905.19.Analysts see S&P 500 companies earnings rising 23.1% in the fourth quarter, according to IBES data from Refinitiv.One bright spot in the bank sector on Friday however was Wells Fargo & Co, which gained ground after posting a bigger-than-expected rise in fourth-quarter profit.Casino operators Las Vegas Sands, Melco Resorts and Wynn Resorts rallied after Macau's government capped the number of new casino operators allowed to operate to six for a period of 10 years.U.S. stock markets will remain shut on Monday for the public holiday in honor of Martin Luther King.","news_type":1},"isVote":1,"tweetType":1,"viewCount":841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005993855,"gmtCreate":1642133723052,"gmtModify":1676533685312,"author":{"id":"3582678890855212","authorId":"3582678890855212","name":"spdrwb","avatar":"https://static.tigerbbs.com/013ba8401d9d936a6931dc0132e28fca","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582678890855212","authorIdStr":"3582678890855212"},"themes":[],"htmlText":"Sell[Miser]&nbsp;","listText":"Sell[Miser]&nbsp;","text":"Sell[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005993855","repostId":"1158894476","repostType":4,"repost":{"id":"1158894476","kind":"news","pubTimestamp":1642130580,"share":"https://ttm.financial/m/news/1158894476?lang=&edition=fundamental","pubTime":"2022-01-14 11:23","market":"us","language":"en","title":"Netflix Stock Continues To Crash After Falling Below This Key Support Level: What's Next?","url":"https://stock-news.laohu8.com/highlight/detail?id=1158894476","media":"Benzinga","summary":"Netflix Inc.(NASDAQ:NFLX) traded lower Thursday and has recently fallen below a support level confir","content":"<html><head></head><body><p><b>Netflix Inc.</b>(NASDAQ:NFLX) traded lower Thursday and has recently fallen below a support level confirming what traders call a head and shoulders pattern.</p><p>Netflix closed down 3.3% at $519.20.</p><p>Netflix Daily Chart Analysis</p><ul><li>Shares fell below a key support level near the $575 level, which confirmed the head and shoulders pattern. This pattern is considered a bearish reversal pattern and the confirmation of the pattern hinted that a bearish move was coming.</li><li>The stock trades below both the 50-day moving average (green) and the 200-day moving average (blue). This indicates bearish sentiment, and each of these moving averages may hold as an area of resistance in the future.</li><li>The Relative Strength Index (RSI) has been steadily falling for the past few months and now sits at 19 on the indicator. This shows the stock is well into the oversold region and that sellers keep pouring into the market. If the RSI continues to stay in the oversold region, the price of the stock will likely keep falling.</li></ul><p><img src=\"https://static.tigerbbs.com/13a17d847c7e911bca76d81d0be6d948\" tg-width=\"1810\" tg-height=\"825\" width=\"100%\" height=\"auto\"/>What’s Next For Netflix?</p><p>Netflix crossing below the support line hinted that a strong bearish move was coming as a break below support in a head and shoulders pattern is textbook for a bearish move to follow.</p><p>Bulls are looking for the stock to find some support and make a bounce and begin to head higher once again. Bulls are looking for higher lows and a cross above the moving averages for sentiment to turn bullish once again.</p><p>Bears are in full control of the stock and want to see the stock continue to fall and hold below the moving averages.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix Stock Continues To Crash After Falling Below This Key Support Level: What's Next?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix Stock Continues To Crash After Falling Below This Key Support Level: What's Next?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-14 11:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/long-ideas/22/01/25045565/netflix-stock-continues-to-crash-after-falling-below-this-key-support-level-whats-next><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix Inc.(NASDAQ:NFLX) traded lower Thursday and has recently fallen below a support level confirming what traders call a head and shoulders pattern.Netflix closed down 3.3% at $519.20.Netflix ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/22/01/25045565/netflix-stock-continues-to-crash-after-falling-below-this-key-support-level-whats-next\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/22/01/25045565/netflix-stock-continues-to-crash-after-falling-below-this-key-support-level-whats-next","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158894476","content_text":"Netflix Inc.(NASDAQ:NFLX) traded lower Thursday and has recently fallen below a support level confirming what traders call a head and shoulders pattern.Netflix closed down 3.3% at $519.20.Netflix Daily Chart AnalysisShares fell below a key support level near the $575 level, which confirmed the head and shoulders pattern. This pattern is considered a bearish reversal pattern and the confirmation of the pattern hinted that a bearish move was coming.The stock trades below both the 50-day moving average (green) and the 200-day moving average (blue). This indicates bearish sentiment, and each of these moving averages may hold as an area of resistance in the future.The Relative Strength Index (RSI) has been steadily falling for the past few months and now sits at 19 on the indicator. This shows the stock is well into the oversold region and that sellers keep pouring into the market. If the RSI continues to stay in the oversold region, the price of the stock will likely keep falling.What’s Next For Netflix?Netflix crossing below the support line hinted that a strong bearish move was coming as a break below support in a head and shoulders pattern is textbook for a bearish move to follow.Bulls are looking for the stock to find some support and make a bounce and begin to head higher once again. Bulls are looking for higher lows and a cross above the moving averages for sentiment to turn bullish once again.Bears are in full control of the stock and want to see the stock continue to fall and hold below the moving averages.","news_type":1},"isVote":1,"tweetType":1,"viewCount":686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005993331,"gmtCreate":1642133673621,"gmtModify":1676533685312,"author":{"id":"3582678890855212","authorId":"3582678890855212","name":"spdrwb","avatar":"https://static.tigerbbs.com/013ba8401d9d936a6931dc0132e28fca","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582678890855212","authorIdStr":"3582678890855212"},"themes":[],"htmlText":"How now","listText":"How now","text":"How now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005993331","repostId":"2203796901","repostType":4,"repost":{"id":"2203796901","kind":"news","pubTimestamp":1642114991,"share":"https://ttm.financial/m/news/2203796901?lang=&edition=fundamental","pubTime":"2022-01-14 07:03","market":"us","language":"en","title":"US STOCKS-Wall St Closes Down, Fed Speakers Put Rate Hikes in Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=2203796901","media":"Reuters","summary":"Wall Street's major indexes closed lower on Thursday with Nasdaq's 2.5% drop leading the losses as investors took profits, particularly in technology stocks after a three-day rally, while multiple Fed","content":"<html><head></head><body><p>Wall Street&#39;s major indexes closed lower on Thursday with Nasdaq&#39;s 2.5% drop leading the losses as investors took profits, particularly in technology stocks after a three-day rally, while multiple Federal Reserve officials were out talking about inflation and interest rate hikes.</p><p>Interest-rate sensitive growth stocks such as technology lagged the broader market in the last session before the fourth-quarter earnings season starts in earnest. The S&amp;P&#39;s technology index fell 2.7% while consumer discretionary fell 2%.</p><p>Several Fed officials spoke publicly about battling high inflation with Lael Brainard the latest, and most senior, U.S. central banker signaling that the Fed was getting ready to start raising rates in March.</p><p>Other officials, including Chicago Fed President Charles Evans, talked about the need for tighter policy while Philadelphia Fed President Patrick Harker also discussed a March rate hike after San Francisco Fed President Mary Daly had mentioned a March lift-off late on Wednesday.</p><p>&#34;When Brainard says we&#39;ve got to do something, they&#39;re going do something,&#34; said Brad McMillan, chief investment officer for Commonwealth Financial Network, an independent broker-dealer in Waltham, Mass. He said Brainard&#39;s comments were particularly striking coming from <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the Fed&#39;s most dovish officials.</p><p>&#34;There doesn’t seem to be much debate left within the Fed about what direction they’re going, and not even much about how fast they should get there,&#34; he added.</p><p>The Dow Jones Industrial Average fell 176.7 points, or 0.49%, to 36,113.62, the S&amp;P 500 lost 67.32 points, or 1.42%, to 4,659.03 and the Nasdaq Composite dropped 381.58 points to 14,806.81.</p><p>Nasdaq&#39;s decline its biggest one-day percentage loss since Jan. 5 when it fell 3.4% in a single session after hawkish Fed minutes were released for the December meeting. It did not help that Thursday&#39;s rate hike talk had followed the technology-laden Nasdaq&#39;s 1.7% advance in this week&#39;s first three sessions.</p><p>Even though U.S. Treasury 10-year yields fell on Thursday, investors focused on profit taking, said Sameer Samana, senior global market strategist at Wells Fargo Investment Institute in St. Louis.</p><p>&#34;We had a pretty nice rebound in the Nasdaq the last few days, so there might just be some lingering nervousness around rates the Fed and some profit taking, especially ahead of earnings,&#34; said the strategist.</p><p>Samana described Brainard&#39;s comments as &#34;a psychological hit to those hoping that there was some dissent to starting rate hikes sooner rather than later.&#34;</p><p>Wells Fargo followed Goldman Sachs, JPMorgan and Deutsche Bank in forecasting that the Fed might raise interest rates four times this year.</p><p>Adding some anxiety for investors, U.S. companies are due to report results on the final quarter of 2021 in the coming weeks with banks JPMorgan Chase, Citigroup and Wells Fargo set to start the ball rolling on Friday, while big technology companies report next week.</p><p>Year-over-year earnings growth from S&amp;P 500 companies were expected to be lower in the fourth quarter compared with the first three quarters but still strong at 22.4%, according to IBES data from Refinitiv.</p><p>Retail investors have also raised their exposure to bank stocks ahead of the earnings announcements, according to Vanda Research&#39;s weekly report on retail flows.</p><p>Delta Air Lines closed up 2% at $41.47 after beating estimates for fourth-quarter earnings. Its chief executive also predicted a swift recovery from turbulence caused by the Omicron coronavirus variant, also helping to lift the S&amp;P 1500 Airlines index 2.6% for the day.</p><p>Earlier Data showed the producer price index (PPI) rose 0.2% last month after advancing 0.8% in November while in the 12 months through December, the PPI rose 9.7% versus the 9.8% forecast of economists polled by Reuters.</p><p>The PPI figures come a day after Wall Street indexes cheered consumer inflation numbers that hit a 40-year high but largely met market expectations.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.27-to-1 ratio; on Nasdaq, a 2.24-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 44 new 52-week highs and no new lows; the Nasdaq Composite recorded 75 new highs and 360 new lows.</p><p>On U.S. exchanges 10.43 billion shares changed hands compared with the 10.39 billion average over the last 20 sessions.</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall St Closes Down, Fed Speakers Put Rate Hikes in Focus</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall St Closes Down, Fed Speakers Put Rate Hikes in Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-14 07:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/us-stocks-wall-st-closes-214529865.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street's major indexes closed lower on Thursday with Nasdaq's 2.5% drop leading the losses as investors took profits, particularly in technology stocks after a three-day rally, while multiple ...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-wall-st-closes-214529865.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COMP":"Compass, Inc.","PPI":"AXS Astoria Inflation Sensitive ETF","WFC":"富国银行","SPY":"标普500ETF","BK4207":"综合性银行","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","BK4079":"房地产服务",".SPX":"S&P 500 Index","BK4501":"段永平概念","BK4550":"红杉资本持仓","BK4539":"次新股","BK4504":"桥水持仓"},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-st-closes-214529865.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2203796901","content_text":"Wall Street's major indexes closed lower on Thursday with Nasdaq's 2.5% drop leading the losses as investors took profits, particularly in technology stocks after a three-day rally, while multiple Federal Reserve officials were out talking about inflation and interest rate hikes.Interest-rate sensitive growth stocks such as technology lagged the broader market in the last session before the fourth-quarter earnings season starts in earnest. The S&P's technology index fell 2.7% while consumer discretionary fell 2%.Several Fed officials spoke publicly about battling high inflation with Lael Brainard the latest, and most senior, U.S. central banker signaling that the Fed was getting ready to start raising rates in March.Other officials, including Chicago Fed President Charles Evans, talked about the need for tighter policy while Philadelphia Fed President Patrick Harker also discussed a March rate hike after San Francisco Fed President Mary Daly had mentioned a March lift-off late on Wednesday.\"When Brainard says we've got to do something, they're going do something,\" said Brad McMillan, chief investment officer for Commonwealth Financial Network, an independent broker-dealer in Waltham, Mass. He said Brainard's comments were particularly striking coming from one of the Fed's most dovish officials.\"There doesn’t seem to be much debate left within the Fed about what direction they’re going, and not even much about how fast they should get there,\" he added.The Dow Jones Industrial Average fell 176.7 points, or 0.49%, to 36,113.62, the S&P 500 lost 67.32 points, or 1.42%, to 4,659.03 and the Nasdaq Composite dropped 381.58 points to 14,806.81.Nasdaq's decline its biggest one-day percentage loss since Jan. 5 when it fell 3.4% in a single session after hawkish Fed minutes were released for the December meeting. It did not help that Thursday's rate hike talk had followed the technology-laden Nasdaq's 1.7% advance in this week's first three sessions.Even though U.S. Treasury 10-year yields fell on Thursday, investors focused on profit taking, said Sameer Samana, senior global market strategist at Wells Fargo Investment Institute in St. Louis.\"We had a pretty nice rebound in the Nasdaq the last few days, so there might just be some lingering nervousness around rates the Fed and some profit taking, especially ahead of earnings,\" said the strategist.Samana described Brainard's comments as \"a psychological hit to those hoping that there was some dissent to starting rate hikes sooner rather than later.\"Wells Fargo followed Goldman Sachs, JPMorgan and Deutsche Bank in forecasting that the Fed might raise interest rates four times this year.Adding some anxiety for investors, U.S. companies are due to report results on the final quarter of 2021 in the coming weeks with banks JPMorgan Chase, Citigroup and Wells Fargo set to start the ball rolling on Friday, while big technology companies report next week.Year-over-year earnings growth from S&P 500 companies were expected to be lower in the fourth quarter compared with the first three quarters but still strong at 22.4%, according to IBES data from Refinitiv.Retail investors have also raised their exposure to bank stocks ahead of the earnings announcements, according to Vanda Research's weekly report on retail flows.Delta Air Lines closed up 2% at $41.47 after beating estimates for fourth-quarter earnings. Its chief executive also predicted a swift recovery from turbulence caused by the Omicron coronavirus variant, also helping to lift the S&P 1500 Airlines index 2.6% for the day.Earlier Data showed the producer price index (PPI) rose 0.2% last month after advancing 0.8% in November while in the 12 months through December, the PPI rose 9.7% versus the 9.8% forecast of economists polled by Reuters.The PPI figures come a day after Wall Street indexes cheered consumer inflation numbers that hit a 40-year high but largely met market expectations.Declining issues outnumbered advancing ones on the NYSE by a 1.27-to-1 ratio; on Nasdaq, a 2.24-to-1 ratio favored decliners.The S&P 500 posted 44 new 52-week highs and no new lows; the Nasdaq Composite recorded 75 new highs and 360 new lows.On U.S. exchanges 10.43 billion shares changed hands compared with the 10.39 billion average over the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002571010,"gmtCreate":1642052449741,"gmtModify":1676533676338,"author":{"id":"3582678890855212","authorId":"3582678890855212","name":"spdrwb","avatar":"https://static.tigerbbs.com/013ba8401d9d936a6931dc0132e28fca","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582678890855212","authorIdStr":"3582678890855212"},"themes":[],"htmlText":"Up we go[Miser]&nbsp;","listText":"Up we go[Miser]&nbsp;","text":"Up we go[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002571010","repostId":"1196267507","repostType":4,"repost":{"id":"1196267507","kind":"news","pubTimestamp":1642044040,"share":"https://ttm.financial/m/news/1196267507?lang=&edition=fundamental","pubTime":"2022-01-13 11:20","market":"us","language":"en","title":"Tesla Could Be On The Path To $2,500 By 2025","url":"https://stock-news.laohu8.com/highlight/detail?id=1196267507","media":"Seeking Alpha","summary":"SummaryTesla recently announced blockbuster production and deliveries numbers for the fourth quarter","content":"<html><head></head><body><p>Summary</p><ul><li>Tesla recently announced blockbuster production and deliveries numbers for the fourth quarter.</li><li>The company smashed consensus analysts&#39; expectations by 16% and expanded delivery numbers by a whopping 72% over last year.</li><li>Tesla&#39;s earnings numbers should come out later this month, but most analysts&#39; figures seem very low.</li><li>I expect Tesla to surpass consensus figures by a notable margin, and the company&#39;s stock price should get a considerable boost.</li><li>Moreover, I expect Tesla to continue beating consensus expectations in future quarters, and its stock price should continue trending higher in the coming years.</li></ul><p>Earlier this month, Tesla (TSLA) announced excellent vehicle production and deliveries numbers. The company crushed consensus deliveries estimates by a whopping 16%. However, the company&#39;s share price slumped after the blockbuster report due to a broad market selloff. Tesla will report fourth quarter revenues and EPS in a couple of weeks, and while many analysts raised their forecast, I believe that the company can still beat consensus figures. Moreover, the company should continue to guide higher and report better than anticipated numbers as we advance in 2022 and beyond. Therefore, the company&#39;s stock price will likely move higher into earnings and should move on to new ATHs after the report. Additionally, Tesla&#39;s stock price should push substantially higher over the next several years as the company advances into the future.</p><p><b>Tesla&#39;s Post-Deliveries Report Selloff</b></p><p>You would think that after such a blockbuster report, the company&#39;s stock price would fly higher and break out to new ATHs. However, that was not the case here. We saw an initial jump to $1,200, but a sharp reversal briefly knocked shares to below $1,000. It&#39;s important to note that this abrupt correction of around 20% essentially began when the Fed&#39;s hawkish minutes came over the wire. Therefore, the recent pullback in the stock was not Tesla related but resulted from a broader stock market decline. Now that market conditions appear to have stabilized, the company&#39;s stock should recover and proceed higher into Q4 earnings. Provided that the stock market continues to stabilize here, I expect Tesla&#39;s shares to break out to new ATHs following the upcoming earnings announcement.</p><p>Tesla&#39;s Blockbuster Numbers</p><p>Tesla delivered308,600 total vehicles last quarter, a whopping 72% increase over last year. This report considerably topped consensus estimates for267,000 total vehicles. Tesla&#39;s stellar results indicate that demand for its cars remains highly robust. Moreover, the company&#39;s production capacity continues to expand, implying that Tesla&#39;s revenues should grow substantially in future years.<img src=\"https://static.tigerbbs.com/78deec83b6cd9bea00a0c25c9dd01d29\" tg-width=\"640\" tg-height=\"481\" width=\"100%\" height=\"auto\"/>Tesla&#39;s full-year numbers (936,172 total vehicles) illustrate how close the company came to selling one million cars last year. In total, the company&#39;s 2021 deliveries surpassed the previous year&#39;s results by a staggering 87%. In Q4, the company sold 11,750 Model S/X vehicles and 296,850 Model 3/Y cars.</p><p><b>Tesla Worldwide Deliveries 2016-2021</b><img src=\"https://static.tigerbbs.com/9a775969e4e716fb67c68909207d3879\" tg-width=\"640\" tg-height=\"409\" width=\"100%\" height=\"auto\"/>We see the phenomenal YoY growth in Tesla deliveries here. Remarkably, Tesla&#39;s deliveries have surged by more than 1,100% over the last five years. Given the company&#39;s past performance and rapid anticipated growth, we should continue to see substantial delivery increases in future years. Therefore, we should continue to see higher levels in Tesla&#39;s stock price as the company advances.</p><p><b>What To Expect From Q4 Earnings</b></p><p>Last quarter, my EPS estimate was off by one cent.So, let&#39;s see if we can hit the bullseye this time. The company delivered 11,750 Model S/X vehicles, of which 17% were subject to lease accounting. Therefore, Tesla sold around 9,753 cars in its Model S/X segment last quarter. Tesla&#39;s Model S/X segment average selling price (&#34;ASP&#34;) has increased recently. Thus, we will apply an ASP of $115K for the Model S/X segment. Using this ASP provides us with an approximate<b>$1.12 billion</b> in revenues for Tesla&#39;s luxury upscale segment.</p><p>In the Model 3/Y segment, leasing accounted for about 5% of deliveries. Therefore, last quarter, Tesla sold roughly 282,000 vehicles in its Model 3/Y unit. Implementing an ASP of $50K implies that Tesla derived approximately<b>$14.1 billion</b>in revenues from the Model 3/Y segment last quarter. Once we approximate Tesla&#39;s revenues, gross margin, and expenses in other businesses, we can estimate what the company should deliver in revenues and EPS for the fourth quarter.</p><p><b>Tesla Q3 vs. Q4 Estimates</b><img src=\"https://static.tigerbbs.com/d60e1b4fd8520fc9b456cab235c429de\" tg-width=\"640\" tg-height=\"685\" width=\"100%\" height=\"auto\"/>Provided Tesla&#39;s deliveries numbers and my ASP estimates, we arrived at $15.3 billion in revenues for Models S/3/X/Y sales alone. Once we added $450 million in leasing and $400 million in regulatory credit revenues, we came up to $16.15 billion in total automotive sales revenues. After we computed energy generation and storage plus Tesla&#39;s services and other segments, we arrived at an <b>$18 billion revenue</b> figure for Q4.</p><p>While my revenue estimate is notably higher than the current$16.31 billion consensus number, my revenue figure is still lower than some higher-end calls that exceed $18.25 billion. If Tesla meets consensus figures, it will be a 52% YoY rise in revenues, and if the company meets my projections, we will see a 68% YoY surge in sales.</p><p><b>Revenue Estimates</b><img src=\"https://static.tigerbbs.com/3336d4fe66b1b66bc713185b2cc033b7\" tg-width=\"640\" tg-height=\"348\" width=\"100%\" height=\"auto\"/>We see that many analysts expect robust double-digit revenue growth to continue in future quarters and years. However, many analyst figures are still relatively low to what the company will likely achieve. After all, we continuously see upward revisions in Tesla&#39;s revenue and EPS estimates, and this trend will likely continue as the company progresses.</p><p><b>EPS Revisions</b><img src=\"https://static.tigerbbs.com/b5379c5f472ef03b4ff34c4b1582950e\" tg-width=\"640\" tg-height=\"371\" width=\"100%\" height=\"auto\"/>We see a wide range of EPS estimates for Q4, and in general, for Tesla. The mid-range is $2.28, while higher-end estimates go all the way up to around $3. My EPS estimate is $2.66, which is about 17% above consensus figures, representing a 233% YoY EPS increase.</p><p>The Bottom Line</p><p>Tesla has shown a tenacity for surpassing analyst estimates in recent quarters. The company has exceeded consensus expectations by an average of14% in its last four quarters, and this trend of outperformance will likely continue. Moreover, Tesla delivered a much better than anticipated production and deliveries report for the fourth quarter. The results suggest that Tesla should provide more substantial Q4 revenues than many analysts envision. The revenue increase should translate to a better than anticipated EPS result, reflecting positively on Tesla&#39;s stock price. I expect Tesla to post revenues of around <b>$18 billion</b> with an EPS of about $2.66. This dynamic should enable Tesla&#39;s stock price to move to new ATHs. Moreover, as Tesla grows revenues and expands EPS in future years, its stock price should appreciate considerably.</p><p><b>Here is what Tesla&#39;s financials could look like in future years:</b><img src=\"https://static.tigerbbs.com/1f3447487e84ee2025bfd29d638e023d\" tg-width=\"609\" tg-height=\"313\" width=\"100%\" height=\"auto\"/>My higher EPS and share price appreciation estimates are more aggressive than my prior analyses. However, we see Tesla performing and delivering better than expected. Furthermore, I was overly conservative in my EPS projections in previous articles. Tesla could provide close to $30 in EPS in 2025, and even if we lower the company&#39;s forward P/E multiple substantially, we still arrive at a notably higher stock price than we see now. If Tesla continues delivering and surpassing analysts&#39; expectations, I expect the company&#39;s stock price to be around <b>$2,500 in 2025</b>.</p><p>Risks To Tesla</p><p>Risks exist for Tesla, and there are quite a few. While I estimate that the company can earn close to $30 per share in 2025, the company is very far from such figures right now. Therefore, there&#39;s the risk that Tesla will not illustrate the kind of earnings growth I envision. A slowdown in demand, increased competition, supply issues, decreased growth, and other variables are all risks we should consider before betting on Tesla to grow EPS several-fold through 2025. Serious concerns could cause Tesla&#39;s valuation to lose altitude, and the company&#39;s share price could even head in reverse if any serious issues should arise. Therefore, one should consider the risks carefully before committing any capital to a Tesla investment.</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>Tesla Could Be On The Path To $2,500 By 2025</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Could Be On The Path To $2,500 By 2025\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-13 11:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4479272-tesla-on-path-to-2500-by-2025><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla recently announced blockbuster production and deliveries numbers for the fourth quarter.The company smashed consensus analysts' expectations by 16% and expanded delivery numbers by a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4479272-tesla-on-path-to-2500-by-2025\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4479272-tesla-on-path-to-2500-by-2025","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1196267507","content_text":"SummaryTesla recently announced blockbuster production and deliveries numbers for the fourth quarter.The company smashed consensus analysts' expectations by 16% and expanded delivery numbers by a whopping 72% over last year.Tesla's earnings numbers should come out later this month, but most analysts' figures seem very low.I expect Tesla to surpass consensus figures by a notable margin, and the company's stock price should get a considerable boost.Moreover, I expect Tesla to continue beating consensus expectations in future quarters, and its stock price should continue trending higher in the coming years.Earlier this month, Tesla (TSLA) announced excellent vehicle production and deliveries numbers. The company crushed consensus deliveries estimates by a whopping 16%. However, the company's share price slumped after the blockbuster report due to a broad market selloff. Tesla will report fourth quarter revenues and EPS in a couple of weeks, and while many analysts raised their forecast, I believe that the company can still beat consensus figures. Moreover, the company should continue to guide higher and report better than anticipated numbers as we advance in 2022 and beyond. Therefore, the company's stock price will likely move higher into earnings and should move on to new ATHs after the report. Additionally, Tesla's stock price should push substantially higher over the next several years as the company advances into the future.Tesla's Post-Deliveries Report SelloffYou would think that after such a blockbuster report, the company's stock price would fly higher and break out to new ATHs. However, that was not the case here. We saw an initial jump to $1,200, but a sharp reversal briefly knocked shares to below $1,000. It's important to note that this abrupt correction of around 20% essentially began when the Fed's hawkish minutes came over the wire. Therefore, the recent pullback in the stock was not Tesla related but resulted from a broader stock market decline. Now that market conditions appear to have stabilized, the company's stock should recover and proceed higher into Q4 earnings. Provided that the stock market continues to stabilize here, I expect Tesla's shares to break out to new ATHs following the upcoming earnings announcement.Tesla's Blockbuster NumbersTesla delivered308,600 total vehicles last quarter, a whopping 72% increase over last year. This report considerably topped consensus estimates for267,000 total vehicles. Tesla's stellar results indicate that demand for its cars remains highly robust. Moreover, the company's production capacity continues to expand, implying that Tesla's revenues should grow substantially in future years.Tesla's full-year numbers (936,172 total vehicles) illustrate how close the company came to selling one million cars last year. In total, the company's 2021 deliveries surpassed the previous year's results by a staggering 87%. In Q4, the company sold 11,750 Model S/X vehicles and 296,850 Model 3/Y cars.Tesla Worldwide Deliveries 2016-2021We see the phenomenal YoY growth in Tesla deliveries here. Remarkably, Tesla's deliveries have surged by more than 1,100% over the last five years. Given the company's past performance and rapid anticipated growth, we should continue to see substantial delivery increases in future years. Therefore, we should continue to see higher levels in Tesla's stock price as the company advances.What To Expect From Q4 EarningsLast quarter, my EPS estimate was off by one cent.So, let's see if we can hit the bullseye this time. The company delivered 11,750 Model S/X vehicles, of which 17% were subject to lease accounting. Therefore, Tesla sold around 9,753 cars in its Model S/X segment last quarter. Tesla's Model S/X segment average selling price (\"ASP\") has increased recently. Thus, we will apply an ASP of $115K for the Model S/X segment. Using this ASP provides us with an approximate$1.12 billion in revenues for Tesla's luxury upscale segment.In the Model 3/Y segment, leasing accounted for about 5% of deliveries. Therefore, last quarter, Tesla sold roughly 282,000 vehicles in its Model 3/Y unit. Implementing an ASP of $50K implies that Tesla derived approximately$14.1 billionin revenues from the Model 3/Y segment last quarter. Once we approximate Tesla's revenues, gross margin, and expenses in other businesses, we can estimate what the company should deliver in revenues and EPS for the fourth quarter.Tesla Q3 vs. Q4 EstimatesProvided Tesla's deliveries numbers and my ASP estimates, we arrived at $15.3 billion in revenues for Models S/3/X/Y sales alone. Once we added $450 million in leasing and $400 million in regulatory credit revenues, we came up to $16.15 billion in total automotive sales revenues. After we computed energy generation and storage plus Tesla's services and other segments, we arrived at an $18 billion revenue figure for Q4.While my revenue estimate is notably higher than the current$16.31 billion consensus number, my revenue figure is still lower than some higher-end calls that exceed $18.25 billion. If Tesla meets consensus figures, it will be a 52% YoY rise in revenues, and if the company meets my projections, we will see a 68% YoY surge in sales.Revenue EstimatesWe see that many analysts expect robust double-digit revenue growth to continue in future quarters and years. However, many analyst figures are still relatively low to what the company will likely achieve. After all, we continuously see upward revisions in Tesla's revenue and EPS estimates, and this trend will likely continue as the company progresses.EPS RevisionsWe see a wide range of EPS estimates for Q4, and in general, for Tesla. The mid-range is $2.28, while higher-end estimates go all the way up to around $3. My EPS estimate is $2.66, which is about 17% above consensus figures, representing a 233% YoY EPS increase.The Bottom LineTesla has shown a tenacity for surpassing analyst estimates in recent quarters. The company has exceeded consensus expectations by an average of14% in its last four quarters, and this trend of outperformance will likely continue. Moreover, Tesla delivered a much better than anticipated production and deliveries report for the fourth quarter. The results suggest that Tesla should provide more substantial Q4 revenues than many analysts envision. The revenue increase should translate to a better than anticipated EPS result, reflecting positively on Tesla's stock price. I expect Tesla to post revenues of around $18 billion with an EPS of about $2.66. This dynamic should enable Tesla's stock price to move to new ATHs. Moreover, as Tesla grows revenues and expands EPS in future years, its stock price should appreciate considerably.Here is what Tesla's financials could look like in future years:My higher EPS and share price appreciation estimates are more aggressive than my prior analyses. However, we see Tesla performing and delivering better than expected. Furthermore, I was overly conservative in my EPS projections in previous articles. Tesla could provide close to $30 in EPS in 2025, and even if we lower the company's forward P/E multiple substantially, we still arrive at a notably higher stock price than we see now. If Tesla continues delivering and surpassing analysts' expectations, I expect the company's stock price to be around $2,500 in 2025.Risks To TeslaRisks exist for Tesla, and there are quite a few. While I estimate that the company can earn close to $30 per share in 2025, the company is very far from such figures right now. Therefore, there's the risk that Tesla will not illustrate the kind of earnings growth I envision. A slowdown in demand, increased competition, supply issues, decreased growth, and other variables are all risks we should consider before betting on Tesla to grow EPS several-fold through 2025. Serious concerns could cause Tesla's valuation to lose altitude, and the company's share price could even head in reverse if any serious issues should arise. Therefore, one should consider the risks carefully before committing any capital to a Tesla investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002573206,"gmtCreate":1642052419297,"gmtModify":1676533676318,"author":{"id":"3582678890855212","authorId":"3582678890855212","name":"spdrwb","avatar":"https://static.tigerbbs.com/013ba8401d9d936a6931dc0132e28fca","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582678890855212","authorIdStr":"3582678890855212"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;nice","listText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;nice","text":"[Miser] [Miser] [Miser] nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002573206","repostId":"1120104014","repostType":4,"repost":{"id":"1120104014","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1642052234,"share":"https://ttm.financial/m/news/1120104014?lang=&edition=fundamental","pubTime":"2022-01-13 13:37","market":"us","language":"en","title":"TSMC Announced Consolidated Revenue of NT$438.19 Billion, Gross Margin for the Fourth Quarter was 52.7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1120104014","media":"Tiger Newspress","summary":"TSMC today announced consolidated revenue of NT$438.19 billion, net income of NT$166.23 billion, and","content":"<html><head></head><body><p>TSMC today announced consolidated revenue of NT$438.19 billion, net income of NT$166.23 billion, and diluted earnings per share of NT$6.41 (US$1.15 per ADR unit) for the fourth quarter ended December 31, 2021.</p><p>Year-over-year, fourth quarter revenue increased 21.2% while net income and diluted EPS both increased 16.4%. Compared to third quarter 2021, fourth quarter results represented a 5.7% increase in revenue and a 6.4% increase in net income. All figures were prepared in accordance with TIFRS on a consolidated basis.</p><p>In US dollars, fourth quarter revenue was $15.74 billion, which increased 24.1% year-over-year and increased 5.8% from the previous quarter.</p><p>Gross margin for the quarter was 52.7%, operating margin was 41.7%, and net profit margin was 37.9%.</p><p>In the fourth quarter, shipments of 5-nanometer accounted for 23% of total wafer revenue; 7-nanometer accounted for 27%. Advanced technologies, defined as 7-nanometer and more advanced technologies, accounted for 50% of total wafer revenue.</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>TSMC Announced Consolidated Revenue of NT$438.19 Billion, Gross Margin for the Fourth Quarter was 52.7%</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\">\nTSMC Announced Consolidated Revenue of NT$438.19 Billion, Gross Margin for the Fourth Quarter was 52.7%\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\">2022-01-13 13:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>TSMC today announced consolidated revenue of NT$438.19 billion, net income of NT$166.23 billion, and diluted earnings per share of NT$6.41 (US$1.15 per ADR unit) for the fourth quarter ended December 31, 2021.</p><p>Year-over-year, fourth quarter revenue increased 21.2% while net income and diluted EPS both increased 16.4%. Compared to third quarter 2021, fourth quarter results represented a 5.7% increase in revenue and a 6.4% increase in net income. All figures were prepared in accordance with TIFRS on a consolidated basis.</p><p>In US dollars, fourth quarter revenue was $15.74 billion, which increased 24.1% year-over-year and increased 5.8% from the previous quarter.</p><p>Gross margin for the quarter was 52.7%, operating margin was 41.7%, and net profit margin was 37.9%.</p><p>In the fourth quarter, shipments of 5-nanometer accounted for 23% of total wafer revenue; 7-nanometer accounted for 27%. Advanced technologies, defined as 7-nanometer and more advanced technologies, accounted for 50% of total wafer revenue.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120104014","content_text":"TSMC today announced consolidated revenue of NT$438.19 billion, net income of NT$166.23 billion, and diluted earnings per share of NT$6.41 (US$1.15 per ADR unit) for the fourth quarter ended December 31, 2021.Year-over-year, fourth quarter revenue increased 21.2% while net income and diluted EPS both increased 16.4%. Compared to third quarter 2021, fourth quarter results represented a 5.7% increase in revenue and a 6.4% increase in net income. All figures were prepared in accordance with TIFRS on a consolidated basis.In US dollars, fourth quarter revenue was $15.74 billion, which increased 24.1% year-over-year and increased 5.8% from the previous quarter.Gross margin for the quarter was 52.7%, operating margin was 41.7%, and net profit margin was 37.9%.In the fourth quarter, shipments of 5-nanometer accounted for 23% of total wafer revenue; 7-nanometer accounted for 27%. Advanced technologies, defined as 7-nanometer and more advanced technologies, accounted for 50% of total wafer revenue.","news_type":1},"isVote":1,"tweetType":1,"viewCount":842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002619118,"gmtCreate":1641992613571,"gmtModify":1676533669455,"author":{"id":"3582678890855212","authorId":"3582678890855212","name":"spdrwb","avatar":"https://static.tigerbbs.com/013ba8401d9d936a6931dc0132e28fca","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582678890855212","authorIdStr":"3582678890855212"},"themes":[],"htmlText":"How now [Surprised]&nbsp;","listText":"How now [Surprised]&nbsp;","text":"How now [Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002619118","repostId":"1180117026","repostType":4,"repost":{"id":"1180117026","kind":"news","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":1641991539,"share":"https://ttm.financial/m/news/1180117026?lang=&edition=fundamental","pubTime":"2022-01-12 20:45","market":"us","language":"en","title":"Probe Into Microsoft Acquisition of Nuance Communications Launched by UK Antitrust Watchdog","url":"https://stock-news.laohu8.com/highlight/detail?id=1180117026","media":"Dow Jones","summary":"The U.K. Competition and Markets Authority said Wednesday that it has started a formal investigation","content":"<html><head></head><body><p>The U.K. Competition and Markets Authority said Wednesday that it has started a formal investigation into Microsoft Corp.&#39;s planned acquisition of Nuance Communications Inc. to determine whether the merger would lessen competition within U.K. markets.</p><p>The regulator said it has set a deadline of March 9 for its phase one decision into the deal. It launched an initial review in December.</p><p>On Dec. 21 the European Union&#39;s antitrust authority unconditionally approved the deal, saying that it wouldn&#39;t significantly reduce competition and wouldn&#39;t raise any concerns.</p><p>The U.S. software giant said in April that it struck a deal to buy transcription-technology company Nuance, valued at $19.7 billion including Nuance&#39;s net debt, in a bet on the growing demand for digital tools within healthcare.</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>Probe Into Microsoft Acquisition of Nuance Communications Launched by UK Antitrust Watchdog</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\">\nProbe Into Microsoft Acquisition of Nuance Communications Launched by UK Antitrust Watchdog\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\">2022-01-12 20:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The U.K. Competition and Markets Authority said Wednesday that it has started a formal investigation into Microsoft Corp.&#39;s planned acquisition of Nuance Communications Inc. to determine whether the merger would lessen competition within U.K. markets.</p><p>The regulator said it has set a deadline of March 9 for its phase one decision into the deal. It launched an initial review in December.</p><p>On Dec. 21 the European Union&#39;s antitrust authority unconditionally approved the deal, saying that it wouldn&#39;t significantly reduce competition and wouldn&#39;t raise any concerns.</p><p>The U.S. software giant said in April that it struck a deal to buy transcription-technology company Nuance, valued at $19.7 billion including Nuance&#39;s net debt, in a bet on the growing demand for digital tools within healthcare.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","NUAN":"微妙通讯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180117026","content_text":"The U.K. Competition and Markets Authority said Wednesday that it has started a formal investigation into Microsoft Corp.'s planned acquisition of Nuance Communications Inc. to determine whether the merger would lessen competition within U.K. markets.The regulator said it has set a deadline of March 9 for its phase one decision into the deal. It launched an initial review in December.On Dec. 21 the European Union's antitrust authority unconditionally approved the deal, saying that it wouldn't significantly reduce competition and wouldn't raise any concerns.The U.S. software giant said in April that it struck a deal to buy transcription-technology company Nuance, valued at $19.7 billion including Nuance's net debt, in a bet on the growing demand for digital tools within healthcare.","news_type":1},"isVote":1,"tweetType":1,"viewCount":975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002932507,"gmtCreate":1641882028303,"gmtModify":1676533658592,"author":{"id":"3582678890855212","authorId":"3582678890855212","name":"spdrwb","avatar":"https://static.tigerbbs.com/013ba8401d9d936a6931dc0132e28fca","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582678890855212","authorIdStr":"3582678890855212"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002932507","repostId":"2202277188","repostType":4,"repost":{"id":"2202277188","kind":"highlight","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":1641855743,"share":"https://ttm.financial/m/news/2202277188?lang=&edition=fundamental","pubTime":"2022-01-11 07:02","market":"us","language":"en","title":"US STOCKS-Nasdaq Ekes Out Gain in Late Session Comeback","url":"https://stock-news.laohu8.com/highlight/detail?id=2202277188","media":"Reuters","summary":"Wall Street's three major indexes staged a late-session comeback on Monday as the Nasdaq managed to ","content":"<html><head></head><body><p>Wall Street&#39;s three major indexes staged a late-session comeback on Monday as the Nasdaq managed to eke out a tiny gain and investors swooped in to hunt for bargains, while the S&amp;P 500 and the Dow Jones Industrial Average finished well above their session lows.</p><p>After falling almost 3% earlier in the day and as much as 10.37% below its intraday record level reached on Nov. 22, the technology-heavy Nasdaq pointed sharply higher to regain all its losses for the day in afternoon trading.</p><p>While investors spent the morning fretting about rising bond yields and what this week&#39;s inflation data might mean for U.S. Federal Reserve monetary policy tightening, others took advantage of earlier nerves to buy the dip.</p><p>&#34;We&#39;ve gotten to the point where you wonder if the roller coaster has peaked and is heading straight down. But fundamentally there&#39;s a lot of buyers in this market buying on the dip,&#34; said Rick Meckler, a partner of Cherry Lane Investments, a family investment office in New Vernon, New Jersey who attributed much of the afternoon strength to retail investors buying favorite stocks such as Tesla   .</p><p>Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago also attributed the late session comeback to dip-buyers looking at U.S. Treasury yields fall from their peaks of the day.</p><p>&#34;Some of the tech names are off 5 to 10 percent or more, and people are looking at that and going that looks pretty good - time to snap them up,&#34; said Nolte.</p><p>&#34;The other thing though to keep an eye on is what happens to interest rates because that has really been what&#39;s been dragging technology. We saw little bit of a reversal late in the day in (Treasury yields). They came down just a touch and that was a little bit of a green light for tech investors,&#34; he said.</p><p>The Dow Jones Industrial Average    fell 162.79 points, or 0.45%, to 36,068.87, the S&amp;P 500    lost 6.74 points, or 0.14%, to 4,670.29 and the Nasdaq Composite    added 6.93 points, or 0.05%, to 14,942.83.</p><p>After starting the day among the biggest laggards, the S&amp;P technology index managed to eke out a tiny gain of 0.1%, behind the healthcare sector which closed up 1% and ahead of communications services which, rising 0.02%, was the session&#39;s only other gainer among the 11 major industry sectors.</p><p>The biggest decliners on the day were industrials which closed down 1.2% and materials which dropped 0.99%.</p><p>Traders have ramped up their rate hike expectations since the Fed&#39;s minutes from the December meeting appeared to signal an earlier-than-expected rate rise.</p><p>Goldman Sachs said it expects the Fed to raise rates four times in 2022, compared to its previous forecast of three.</p><p>Earlier the benchmark 10-year Treasury yield rose to its highest level in nearly two years on Monday.</p><p>After falling as much as 4.6% earlier in the session, Nasdaq heavyweight Tesla made a dramatic turnaround to close up 3%.</p><p>Meckler said retail investors appeared to flood back into the stock which had suffered after Chief Executive Elon Musk tweeted on Friday that the electric carmaker will raise the U.S. price of its advanced driver assistant software.</p><p>Nike shares closed down 4.2% after HSBC downgraded the stock to &#34;hold.&#34;</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.04-to-1 ratio; on Nasdaq, a 1.97-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 38 new 52-week highs and 5 new lows; the Nasdaq Composite recorded 69 new highs and 609 new lows.</p><p>On U.S. exchanges 12.15 billion shares changed hands compared with the 10.55 billion average for the last 20 sessions.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Nasdaq Ekes Out Gain in Late Session Comeback</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Nasdaq Ekes Out Gain in Late Session Comeback\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-11 07:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street&#39;s three major indexes staged a late-session comeback on Monday as the Nasdaq managed to eke out a tiny gain and investors swooped in to hunt for bargains, while the S&amp;P 500 and the Dow Jones Industrial Average finished well above their session lows.</p><p>After falling almost 3% earlier in the day and as much as 10.37% below its intraday record level reached on Nov. 22, the technology-heavy Nasdaq pointed sharply higher to regain all its losses for the day in afternoon trading.</p><p>While investors spent the morning fretting about rising bond yields and what this week&#39;s inflation data might mean for U.S. Federal Reserve monetary policy tightening, others took advantage of earlier nerves to buy the dip.</p><p>&#34;We&#39;ve gotten to the point where you wonder if the roller coaster has peaked and is heading straight down. But fundamentally there&#39;s a lot of buyers in this market buying on the dip,&#34; said Rick Meckler, a partner of Cherry Lane Investments, a family investment office in New Vernon, New Jersey who attributed much of the afternoon strength to retail investors buying favorite stocks such as Tesla   .</p><p>Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago also attributed the late session comeback to dip-buyers looking at U.S. Treasury yields fall from their peaks of the day.</p><p>&#34;Some of the tech names are off 5 to 10 percent or more, and people are looking at that and going that looks pretty good - time to snap them up,&#34; said Nolte.</p><p>&#34;The other thing though to keep an eye on is what happens to interest rates because that has really been what&#39;s been dragging technology. We saw little bit of a reversal late in the day in (Treasury yields). They came down just a touch and that was a little bit of a green light for tech investors,&#34; he said.</p><p>The Dow Jones Industrial Average    fell 162.79 points, or 0.45%, to 36,068.87, the S&amp;P 500    lost 6.74 points, or 0.14%, to 4,670.29 and the Nasdaq Composite    added 6.93 points, or 0.05%, to 14,942.83.</p><p>After starting the day among the biggest laggards, the S&amp;P technology index managed to eke out a tiny gain of 0.1%, behind the healthcare sector which closed up 1% and ahead of communications services which, rising 0.02%, was the session&#39;s only other gainer among the 11 major industry sectors.</p><p>The biggest decliners on the day were industrials which closed down 1.2% and materials which dropped 0.99%.</p><p>Traders have ramped up their rate hike expectations since the Fed&#39;s minutes from the December meeting appeared to signal an earlier-than-expected rate rise.</p><p>Goldman Sachs said it expects the Fed to raise rates four times in 2022, compared to its previous forecast of three.</p><p>Earlier the benchmark 10-year Treasury yield rose to its highest level in nearly two years on Monday.</p><p>After falling as much as 4.6% earlier in the session, Nasdaq heavyweight Tesla made a dramatic turnaround to close up 3%.</p><p>Meckler said retail investors appeared to flood back into the stock which had suffered after Chief Executive Elon Musk tweeted on Friday that the electric carmaker will raise the U.S. price of its advanced driver assistant software.</p><p>Nike shares closed down 4.2% after HSBC downgraded the stock to &#34;hold.&#34;</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.04-to-1 ratio; on Nasdaq, a 1.97-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 38 new 52-week highs and 5 new lows; the Nasdaq Composite recorded 69 new highs and 609 new lows.</p><p>On U.S. exchanges 12.15 billion shares changed hands compared with the 10.55 billion average for the last 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯","TSLA":"特斯拉",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2202277188","content_text":"Wall Street's three major indexes staged a late-session comeback on Monday as the Nasdaq managed to eke out a tiny gain and investors swooped in to hunt for bargains, while the S&P 500 and the Dow Jones Industrial Average finished well above their session lows.After falling almost 3% earlier in the day and as much as 10.37% below its intraday record level reached on Nov. 22, the technology-heavy Nasdaq pointed sharply higher to regain all its losses for the day in afternoon trading.While investors spent the morning fretting about rising bond yields and what this week's inflation data might mean for U.S. Federal Reserve monetary policy tightening, others took advantage of earlier nerves to buy the dip.\"We've gotten to the point where you wonder if the roller coaster has peaked and is heading straight down. But fundamentally there's a lot of buyers in this market buying on the dip,\" said Rick Meckler, a partner of Cherry Lane Investments, a family investment office in New Vernon, New Jersey who attributed much of the afternoon strength to retail investors buying favorite stocks such as Tesla   .Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago also attributed the late session comeback to dip-buyers looking at U.S. Treasury yields fall from their peaks of the day.\"Some of the tech names are off 5 to 10 percent or more, and people are looking at that and going that looks pretty good - time to snap them up,\" said Nolte.\"The other thing though to keep an eye on is what happens to interest rates because that has really been what's been dragging technology. We saw little bit of a reversal late in the day in (Treasury yields). They came down just a touch and that was a little bit of a green light for tech investors,\" he said.The Dow Jones Industrial Average    fell 162.79 points, or 0.45%, to 36,068.87, the S&P 500    lost 6.74 points, or 0.14%, to 4,670.29 and the Nasdaq Composite    added 6.93 points, or 0.05%, to 14,942.83.After starting the day among the biggest laggards, the S&P technology index managed to eke out a tiny gain of 0.1%, behind the healthcare sector which closed up 1% and ahead of communications services which, rising 0.02%, was the session's only other gainer among the 11 major industry sectors.The biggest decliners on the day were industrials which closed down 1.2% and materials which dropped 0.99%.Traders have ramped up their rate hike expectations since the Fed's minutes from the December meeting appeared to signal an earlier-than-expected rate rise.Goldman Sachs said it expects the Fed to raise rates four times in 2022, compared to its previous forecast of three.Earlier the benchmark 10-year Treasury yield rose to its highest level in nearly two years on Monday.After falling as much as 4.6% earlier in the session, Nasdaq heavyweight Tesla made a dramatic turnaround to close up 3%.Meckler said retail investors appeared to flood back into the stock which had suffered after Chief Executive Elon Musk tweeted on Friday that the electric carmaker will raise the U.S. price of its advanced driver assistant software.Nike shares closed down 4.2% after HSBC downgraded the stock to \"hold.\"Declining issues outnumbered advancing ones on the NYSE by a 2.04-to-1 ratio; on Nasdaq, a 1.97-to-1 ratio favored decliners.The S&P 500 posted 38 new 52-week highs and 5 new lows; the Nasdaq Composite recorded 69 new highs and 609 new lows.On U.S. exchanges 12.15 billion shares changed hands compared with the 10.55 billion average for the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001189598,"gmtCreate":1641189619681,"gmtModify":1676533580964,"author":{"id":"3582678890855212","authorId":"3582678890855212","name":"spdrwb","avatar":"https://static.tigerbbs.com/013ba8401d9d936a6931dc0132e28fca","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582678890855212","authorIdStr":"3582678890855212"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001189598","repostId":"2200447779","repostType":4,"repost":{"id":"2200447779","kind":"highlight","pubTimestamp":1641181513,"share":"https://ttm.financial/m/news/2200447779?lang=&edition=fundamental","pubTime":"2022-01-03 11:45","market":"us","language":"en","title":"1 Green Flag for Micron Technology in 2022, and 1 Red Flag","url":"https://stock-news.laohu8.com/highlight/detail?id=2200447779","media":"Motley Fool","summary":"The memory specialist is going strong right now, but investors should keep an eye on potential pitfalls.","content":"<html><head></head><body><p><b>Micron Technology</b> (NASDAQ:MU) stock is carrying impressive momentum into 2022, thanks to the memory specialist&#39;s outstanding fiscal 2022 first-quarter results, released on Dec. 20.</p><p>The chipmaker reported robust top- and bottom-line growth, while its second-quarter guidance was also better than what Wall Street was looking for. This led to a surge in Micron&#39;s stock following its quarterly report, as the company indicated that there&#39;s a healthy demand for memory chips from several verticals, and vanquished any concerns about a memory supply glut.</p><p>The health of the memory market will be a major green flag for Micron in 2022. Let&#39;s see why.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9828f62c1b89216dfe5d82f0c5c7f8b7\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>Robust memory demand will be a tailwind for Micron Technology in 2022</h2><p>Micron expects DRAM (dynamic random-access memory) bit demand to increase in the mid- to high teens next year. Meanwhile, NAND (short for &#34;not and&#34;) flash memory demand is expected to accelerate 30% in 2022. Micron anticipates the long-term bit demand for DRAM and NAND flash memory to increase at a pace that would be identical to 2022.</p><p>Micron is counting on robust memory demand to help it deliver record revenue and solid profitability in the current fiscal year. The company points out that memory demand remains strong across all its end markets. For instance, in personal computers (PCs) and graphics, Micron believes that inventory adjustments at most customers are already done. As a result, Micron sees stable demand for memory chips from the PC market in 2022.</p><p>Micron management anticipates PC sales in 2022 to remain consistent with 2021 levels and adds that more PCs are now using low-power DRAM. More specifically, low-power DRAM accounts for 20% of the PC industry&#39;s DRAM bit demand at present, and that number is expected to head higher in 2022 and beyond.</p><p>On the other hand, more and more PCs are now turning to solid-state drives (SSDs) for faster storage. Around 100 million SSDs were shipped in the first quarter of 2021 as compared to 64 million hard-disk drives (HDDs). Technavio estimates that global SSD sales will continue to increase in the long run, clocking an annual growth rate of 23.6% through 2025. Given that Micron&#39;s latest generation of client SSDs have been qualified for use by several PC original equipment manufacturers (OEMs) and are already in volume production, it looks well-placed to capitalize on growing SSD demand.</p><p>Given that 5G smartphones are using 50% more DRAM and double the NAND flash content as compared to 4G smartphones, and their shipments are expected to increase 40% in 2022, it&#39;s easy to see why Micron expects a healthy demand environment to prevail in 2022. Additionally, the increasing adoption of SSDs in data centers is another tailwind for the memory market. Micron&#39;s data center revenue was up 70% year over year in the fiscal first quarter, and the company sees further growth in this segment as data centers deploy more SSDs instead of hard-disk drives.</p><p>So, rising memory demand will be Micron&#39;s biggest growth driver in 2022. However, there&#39;s <a href=\"https://laohu8.com/S/AONE.U\">one</a> red flag that investors should keep an eye on, as it could derail Micron&#39;s terrific rally.</p><h2>The red flag investors wouldn&#39;t want to miss</h2><p>While strong memory demand could be a green flag for Micron in 2022, industry watchers are wary that oversupply could send the market into a tailspin in the second half of the year. <b>Gartner</b> is one of the research companies anticipating a memory oversupply in the second half of 2022, thanks to higher supply and weakening demand, which would eventually lead to a reduction in memory prices.</p><p>Meanwhile, memory market researcher TrendForce estimates that capacity expansion by memory suppliers could lead to a 17.9% increase in DRAM bit supply in 2022. What&#39;s alarming is that DRAM demand is expected to increase 16.3%, according to TrendForce&#39;s estimates, and send the memory market from a state of shortage to one of surplus.</p><p>As a result, TrendForce forecasts that the price of DRAM could drop by between 15% and 20% in 2022. The DRAM industry could generate overall revenue of $90 billion in 2022, which would be identical to 2021 levels, as the potential drop in price could erase any gains arising out of an increase in shipments. This could be bad news for Micron, because 73% of its total revenue in the first quarter of fiscal 2022 came from selling DRAM chips.</p><p>This is a major red flag that Micron investors should keep an eye out for, as weak memory prices have historically wrecked the chipmaker&#39;s top and bottom lines. So, even though this high-flying growth stock is carrying impressive momentum into the new year, it would be a good idea to look out for any potential signs of weakness in memory prices.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>1 Green Flag for Micron Technology in 2022, and 1 Red Flag</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n1 Green Flag for Micron Technology in 2022, and 1 Red Flag\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-03 11:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/02/1-green-flag-for-micron-technology-2022-and-1-red-/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Micron Technology (NASDAQ:MU) stock is carrying impressive momentum into 2022, thanks to the memory specialist's outstanding fiscal 2022 first-quarter results, released on Dec. 20.The chipmaker ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/02/1-green-flag-for-micron-technology-2022-and-1-red-/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4141":"半导体产品","BK4512":"苹果概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4566":"资本集团","MU":"美光科技","BK4553":"喜马拉雅资本持仓","BK4527":"明星科技股"},"source_url":"https://www.fool.com/investing/2022/01/02/1-green-flag-for-micron-technology-2022-and-1-red-/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2200447779","content_text":"Micron Technology (NASDAQ:MU) stock is carrying impressive momentum into 2022, thanks to the memory specialist's outstanding fiscal 2022 first-quarter results, released on Dec. 20.The chipmaker reported robust top- and bottom-line growth, while its second-quarter guidance was also better than what Wall Street was looking for. This led to a surge in Micron's stock following its quarterly report, as the company indicated that there's a healthy demand for memory chips from several verticals, and vanquished any concerns about a memory supply glut.The health of the memory market will be a major green flag for Micron in 2022. Let's see why.Image source: Getty Images.Robust memory demand will be a tailwind for Micron Technology in 2022Micron expects DRAM (dynamic random-access memory) bit demand to increase in the mid- to high teens next year. Meanwhile, NAND (short for \"not and\") flash memory demand is expected to accelerate 30% in 2022. Micron anticipates the long-term bit demand for DRAM and NAND flash memory to increase at a pace that would be identical to 2022.Micron is counting on robust memory demand to help it deliver record revenue and solid profitability in the current fiscal year. The company points out that memory demand remains strong across all its end markets. For instance, in personal computers (PCs) and graphics, Micron believes that inventory adjustments at most customers are already done. As a result, Micron sees stable demand for memory chips from the PC market in 2022.Micron management anticipates PC sales in 2022 to remain consistent with 2021 levels and adds that more PCs are now using low-power DRAM. More specifically, low-power DRAM accounts for 20% of the PC industry's DRAM bit demand at present, and that number is expected to head higher in 2022 and beyond.On the other hand, more and more PCs are now turning to solid-state drives (SSDs) for faster storage. Around 100 million SSDs were shipped in the first quarter of 2021 as compared to 64 million hard-disk drives (HDDs). Technavio estimates that global SSD sales will continue to increase in the long run, clocking an annual growth rate of 23.6% through 2025. Given that Micron's latest generation of client SSDs have been qualified for use by several PC original equipment manufacturers (OEMs) and are already in volume production, it looks well-placed to capitalize on growing SSD demand.Given that 5G smartphones are using 50% more DRAM and double the NAND flash content as compared to 4G smartphones, and their shipments are expected to increase 40% in 2022, it's easy to see why Micron expects a healthy demand environment to prevail in 2022. Additionally, the increasing adoption of SSDs in data centers is another tailwind for the memory market. Micron's data center revenue was up 70% year over year in the fiscal first quarter, and the company sees further growth in this segment as data centers deploy more SSDs instead of hard-disk drives.So, rising memory demand will be Micron's biggest growth driver in 2022. However, there's one red flag that investors should keep an eye on, as it could derail Micron's terrific rally.The red flag investors wouldn't want to missWhile strong memory demand could be a green flag for Micron in 2022, industry watchers are wary that oversupply could send the market into a tailspin in the second half of the year. Gartner is one of the research companies anticipating a memory oversupply in the second half of 2022, thanks to higher supply and weakening demand, which would eventually lead to a reduction in memory prices.Meanwhile, memory market researcher TrendForce estimates that capacity expansion by memory suppliers could lead to a 17.9% increase in DRAM bit supply in 2022. What's alarming is that DRAM demand is expected to increase 16.3%, according to TrendForce's estimates, and send the memory market from a state of shortage to one of surplus.As a result, TrendForce forecasts that the price of DRAM could drop by between 15% and 20% in 2022. The DRAM industry could generate overall revenue of $90 billion in 2022, which would be identical to 2021 levels, as the potential drop in price could erase any gains arising out of an increase in shipments. This could be bad news for Micron, because 73% of its total revenue in the first quarter of fiscal 2022 came from selling DRAM chips.This is a major red flag that Micron investors should keep an eye out for, as weak memory prices have historically wrecked the chipmaker's top and bottom lines. So, even though this high-flying growth stock is carrying impressive momentum into the new year, it would be a good idea to look out for any potential signs of weakness in memory prices.","news_type":1},"isVote":1,"tweetType":1,"viewCount":763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001094141,"gmtCreate":1641097288310,"gmtModify":1676533572292,"author":{"id":"3582678890855212","authorId":"3582678890855212","name":"spdrwb","avatar":"https://static.tigerbbs.com/013ba8401d9d936a6931dc0132e28fca","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582678890855212","authorIdStr":"3582678890855212"},"themes":[],"htmlText":"Support[Miser]&nbsp;","listText":"Support[Miser]&nbsp;","text":"Support[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001094141","repostId":"1120814298","repostType":4,"repost":{"id":"1120814298","kind":"news","pubTimestamp":1640953096,"share":"https://ttm.financial/m/news/1120814298?lang=&edition=fundamental","pubTime":"2021-12-31 20:18","market":"us","language":"en","title":"Where Will Nvidia Stock Be By 2025?","url":"https://stock-news.laohu8.com/highlight/detail?id=1120814298","media":"Seeking Alpha","summary":"SummaryNVIDIA's software opportunity may not have been fully understood by bearish investors.Moreove","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NVIDIA&#39;s software opportunity may not have been fully understood by bearish investors.</li><li>Moreover, it&#39;s so massive that even its CFO couldn&#39;t map out the exact scale of the company&#39;s opportunities.</li><li>We discuss why we think NVIDIA&#39;s software opportunity will be the critical driver for its stock price through 2025.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98932ac47ed24da594e1976f9fb2301a\" tg-width=\"1536\" tg-height=\"1015\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan/Getty Images News</span></p><p><b>Investment Thesis</b></p><p>NVIDIA Corporation (NVDA) is one of the leading full-stack AI tech companies in our portfolio. Through CEO Jensen Huang&#39;s incredible leadership, the company is a leader in multiple fields. It has also built on its discrete GPU (dGPU) hardware leadership with its software stack through NVIDIA AI Enterprise. The company has also created the leading engine for metaverse developers, as NVIDIA aims to power the future of the next-gen computing platform. Moreover, NVIDIA&#39;s massive leadership in autonomous driving has also made it a critical player powering many leading EV makers and robotaxi operators&#39; autonomous driving platforms.</p><p>Bearish investors have often focused on NVIDIA&#39;s current valuation. NVDA stock&#39;s valuation is undoubtedly premium, trading at an EV/NTM EBITDA of 59.2x (peers median: 14x). Nevertheless, we think these investors may not have considered the massive market opportunities that NVDA has in the segments we mentioned earlier. Given that NVDA has such a clear and long runway ahead of it, it&#39;s more important to look well ahead into the next five to ten years. It would help us avoid looking at NVDA&#39;s expensive valuation through a narrow lens and deem it significantly overvalued.</p><p>This article will discuss the opportunities ahead for NVIDIA and address its runway to 2025.</p><p><b>Software Opportunities will Create Massive Revenue Streams</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e03db63c6076b22e30bfca05936fd581\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>NVIDIA revenue and adjusted EBITDA margins mean consensus estimates. Data source: S&amp;P Capital IQ</span></p><p>One of the central arguments against NVIDIA is its slowing revenue growth moving forward. Readers can observe that NVIDIA&#39;s revenue is estimated to increase at a CAGR of 30.1% through FY24. However, its YoY revenue growth is projected to reach 60% this year. Thus, it is a significant slowdown in growth over the next two years. Despite that, NVDA could still gain substantial operating leverage as it scales.</p><p>Notwithstanding the topline growth deceleration, its adjusted EBITDA margin is estimated to reach 41.4% in FY23, against just 33.8% in FY21. Therefore, we think it&#39;s critical for investors not to focus solely on NVDA&#39;s topline growth slowdown. Instead, they should also pay attention to its leverage.</p><p>We believe that its growth opportunities in the metaverse through its software stack will be critical in driving its profitability.Besides the massive TAM increase,the bottom line drivers could have been missed by bearish investors.</p><p>NVIDIA&#39;s hardware revenues mainly drive its EBITDA profitability currently. However, we believe that the company is in the early innings of capitalizing on the drivers from its software stack. We highlighted in a previous article that NVIDIA&#39;s software stack could add billions of dollars to its topline. Its AI Enterprise stack opportunity is estimated to be worth $5B. Moreover, we have not included the potential revenue from its metaverse engine, the NVIDIA Omniverse. The exact revenue opportunities from its software are hard to define. And most of them have yet to find their way to the company&#39;s topline. Despite that, we believe that these opportunities are massive, even just from its AI Enterprise stack.</p><p>Importantly, NVIDIA Omniverse is probably an even more significant opportunity. The argument is straightforward. NVIDIA &#34;layers&#34; its Omniverse strategy on top of its hardware stack. Moreover, the metaverse is not just limited to Roblox (RBLX), Apple (AAPL), or Meta Platforms (FB). Cathy Hackl, Chief Metaverse Officer and CEO of Futures Intelligence Group emphasized: &#34;Every brand and company will need a metaverse strategy.&#34; eMarketer reminded us that next year, &#34;tech firms and brands (will) put those plans into action. We&#39;ll get a glimpse into how the metaverse will look and function.&#34;</p><p>Therefore, we think NVDA has astutely positioned its formidable accelerated computing hardware stack to help these companies leverage its Omniverse engine. CEO Jensen Huang highlighted (edited):</p><blockquote>Omniverse is an engine for simulating the virtual world. There&#39;ll be many, many Omniverse worlds. Omniverse is designed to be able to create and simulate those worlds at a very large scale. We&#39;re in the business of technology infrastructure. So Omniverse is the engine, the algorithms, the mathematics, the computer graphics, the computer systems, the hardware, the system software. That&#39;s the focus of Omniverse. (DigiTimes)</blockquote><p>NVIDIA has created a symbiotic relationship with its software strategy by leveraging its hardware stack. When we think of full-stack, it&#39;s imperative that we consider this relationship. NVIDIA&#39;s software stack doesn&#39;t exist in a silo. The success of its hardware business underpins it. And, it&#39;s a highly successful hardware business with tremendous pricing power and adoption. Now, NVIDIA is taking many steps further by ensuring Omniverse becomes the core engine that companies use to develop their virtual worlds. But, why Omniverse? Surely there will be competing technologies with NVIDIA, who are also vying to be &#34;the metaverse engine.&#34;</p><p>It&#39;s also relatively simple. Huang has mentioned it at GTC, but maybe the bears haven&#39;t caught on. NVIDIA Omniverse will be so advanced and profound that it can even help model climate change for the entire Earth. NVIDIA will be building &#34;the world&#39;s most powerful AI supercomputerd edicated to predicting climate change.&#34; Therefore, NVIDIA aims to model a digital twin of the Earth. NVDA has not gotten there yet. But Huang believes that it will cross the line eventually. Huang emphasized (edited):</p><blockquote><i>We’re going to go build that digital twin of the Earth</i>. It’s going to be gigantic.<i>This is going to be the largest AI supercomputer on the planet</i>. All the technologies we’ve invented up to this moment are needed to make Earth-2 possible. I can’t imagine a greater or more important use. The simulation would be so precise it would need meter-level accuracy. If necessary, Nvidia would spend the money to offset the computing power used to run the simulation.<i>And, if we build the digital twin of the Earth, we will get the metaverse for free</i>. (VentureBeat)</blockquote><p>We think Huang aptly summed up the power of NVIDIA&#39;s amazing technology stack. Moreover, readers can imagine the incredible opportunity that NVDA would generate if it could build that digital twin of the Earth. That would give creators the ability to develop their virtual worlds based on NVIDIA&#39;s success in the Omniverse. Imagine the potential ubiquity of Omniverse as the go-to engine for many creators and companies building their virtual worlds. We cannot further underscore the tremendous monetization opportunities from its full-stack (hardware and software). And, we think we cannot easily model the estimates for NVDA&#39;s potential monetization since they are so novel. Even NVDA CFO Colette Kress stressed that she couldn&#39;t accurately forecast how large NVDA&#39;s TAM can become currently. But, she emphasized that &#34;there are big markets out there for us.&#34;</p><p><b>So, is NVDA Stock a Buy Now?</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32e0425c0c60e18b365f0fdaad3ab279\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"/><span>NVIDIA EV/Fwd EBITDA. Data source: S&amp;P Capital IQ</span></p><p>As mentioned earlier, NVIDIA stock is trading at an EV/NTM EBITDA of 59.2x, well above its 3Y mean of 43.9x. Moreover, its peers&#39; median is just 14x, therefore putting NVDA stock in &#34;significantly overvalued&#34; territory in comparison.</p><p>However, we believe that simply comparing NVDA stock&#39;s valuation against its peers would not have done the company justice. We believe that the current consensus estimates have not meaningfully accounted for its metaverse opportunity. Therefore, we believe the stock could be further re-rated when the revenue runway becomes clearer. With it, NVDA stock&#39;s fair value estimates could be further increased.</p><p>NVDA stock is currently trading above our fair value estimates, but not as significant as some bears have prognosticated. However, if you are more conservative and prefer to wait for a &#34;less risky&#34; entry point, you can.</p><p>But, if you have a firm conviction about CEO Jensen Huang &amp; Co.&#39;s execution and technological roadmap, then adding at the current price level doesn&#39;t seem unreasonable too.</p><p>We believe that NVIDIA has proven its mettle as one of the top AI tech companies globally. Moreover, it&#39;s only just getting started with its metaverse opportunity. While we can&#39;t tell you exactly where the stock will be in 2025, we believe it will continue to outperform the market in the next few years.</p><p>Therefore,<i>we revise our rating on NVDA stock to Buy</i>.</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>Where Will Nvidia Stock Be By 2025?</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\">\nWhere Will Nvidia Stock Be By 2025?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-31 20:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4477371-nvidia-stock-2025><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNVIDIA's software opportunity may not have been fully understood by bearish investors.Moreover, it's so massive that even its CFO couldn't map out the exact scale of the company's opportunities...</p>\n\n<a href=\"https://seekingalpha.com/article/4477371-nvidia-stock-2025\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4477371-nvidia-stock-2025","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120814298","content_text":"SummaryNVIDIA's software opportunity may not have been fully understood by bearish investors.Moreover, it's so massive that even its CFO couldn't map out the exact scale of the company's opportunities.We discuss why we think NVIDIA's software opportunity will be the critical driver for its stock price through 2025.Justin Sullivan/Getty Images NewsInvestment ThesisNVIDIA Corporation (NVDA) is one of the leading full-stack AI tech companies in our portfolio. Through CEO Jensen Huang's incredible leadership, the company is a leader in multiple fields. It has also built on its discrete GPU (dGPU) hardware leadership with its software stack through NVIDIA AI Enterprise. The company has also created the leading engine for metaverse developers, as NVIDIA aims to power the future of the next-gen computing platform. Moreover, NVIDIA's massive leadership in autonomous driving has also made it a critical player powering many leading EV makers and robotaxi operators' autonomous driving platforms.Bearish investors have often focused on NVIDIA's current valuation. NVDA stock's valuation is undoubtedly premium, trading at an EV/NTM EBITDA of 59.2x (peers median: 14x). Nevertheless, we think these investors may not have considered the massive market opportunities that NVDA has in the segments we mentioned earlier. Given that NVDA has such a clear and long runway ahead of it, it's more important to look well ahead into the next five to ten years. It would help us avoid looking at NVDA's expensive valuation through a narrow lens and deem it significantly overvalued.This article will discuss the opportunities ahead for NVIDIA and address its runway to 2025.Software Opportunities will Create Massive Revenue StreamsNVIDIA revenue and adjusted EBITDA margins mean consensus estimates. Data source: S&P Capital IQOne of the central arguments against NVIDIA is its slowing revenue growth moving forward. Readers can observe that NVIDIA's revenue is estimated to increase at a CAGR of 30.1% through FY24. However, its YoY revenue growth is projected to reach 60% this year. Thus, it is a significant slowdown in growth over the next two years. Despite that, NVDA could still gain substantial operating leverage as it scales.Notwithstanding the topline growth deceleration, its adjusted EBITDA margin is estimated to reach 41.4% in FY23, against just 33.8% in FY21. Therefore, we think it's critical for investors not to focus solely on NVDA's topline growth slowdown. Instead, they should also pay attention to its leverage.We believe that its growth opportunities in the metaverse through its software stack will be critical in driving its profitability.Besides the massive TAM increase,the bottom line drivers could have been missed by bearish investors.NVIDIA's hardware revenues mainly drive its EBITDA profitability currently. However, we believe that the company is in the early innings of capitalizing on the drivers from its software stack. We highlighted in a previous article that NVIDIA's software stack could add billions of dollars to its topline. Its AI Enterprise stack opportunity is estimated to be worth $5B. Moreover, we have not included the potential revenue from its metaverse engine, the NVIDIA Omniverse. The exact revenue opportunities from its software are hard to define. And most of them have yet to find their way to the company's topline. Despite that, we believe that these opportunities are massive, even just from its AI Enterprise stack.Importantly, NVIDIA Omniverse is probably an even more significant opportunity. The argument is straightforward. NVIDIA \"layers\" its Omniverse strategy on top of its hardware stack. Moreover, the metaverse is not just limited to Roblox (RBLX), Apple (AAPL), or Meta Platforms (FB). Cathy Hackl, Chief Metaverse Officer and CEO of Futures Intelligence Group emphasized: \"Every brand and company will need a metaverse strategy.\" eMarketer reminded us that next year, \"tech firms and brands (will) put those plans into action. We'll get a glimpse into how the metaverse will look and function.\"Therefore, we think NVDA has astutely positioned its formidable accelerated computing hardware stack to help these companies leverage its Omniverse engine. CEO Jensen Huang highlighted (edited):Omniverse is an engine for simulating the virtual world. There'll be many, many Omniverse worlds. Omniverse is designed to be able to create and simulate those worlds at a very large scale. We're in the business of technology infrastructure. So Omniverse is the engine, the algorithms, the mathematics, the computer graphics, the computer systems, the hardware, the system software. That's the focus of Omniverse. (DigiTimes)NVIDIA has created a symbiotic relationship with its software strategy by leveraging its hardware stack. When we think of full-stack, it's imperative that we consider this relationship. NVIDIA's software stack doesn't exist in a silo. The success of its hardware business underpins it. And, it's a highly successful hardware business with tremendous pricing power and adoption. Now, NVIDIA is taking many steps further by ensuring Omniverse becomes the core engine that companies use to develop their virtual worlds. But, why Omniverse? Surely there will be competing technologies with NVIDIA, who are also vying to be \"the metaverse engine.\"It's also relatively simple. Huang has mentioned it at GTC, but maybe the bears haven't caught on. NVIDIA Omniverse will be so advanced and profound that it can even help model climate change for the entire Earth. NVIDIA will be building \"the world's most powerful AI supercomputerd edicated to predicting climate change.\" Therefore, NVIDIA aims to model a digital twin of the Earth. NVDA has not gotten there yet. But Huang believes that it will cross the line eventually. Huang emphasized (edited):We’re going to go build that digital twin of the Earth. It’s going to be gigantic.This is going to be the largest AI supercomputer on the planet. All the technologies we’ve invented up to this moment are needed to make Earth-2 possible. I can’t imagine a greater or more important use. The simulation would be so precise it would need meter-level accuracy. If necessary, Nvidia would spend the money to offset the computing power used to run the simulation.And, if we build the digital twin of the Earth, we will get the metaverse for free. (VentureBeat)We think Huang aptly summed up the power of NVIDIA's amazing technology stack. Moreover, readers can imagine the incredible opportunity that NVDA would generate if it could build that digital twin of the Earth. That would give creators the ability to develop their virtual worlds based on NVIDIA's success in the Omniverse. Imagine the potential ubiquity of Omniverse as the go-to engine for many creators and companies building their virtual worlds. We cannot further underscore the tremendous monetization opportunities from its full-stack (hardware and software). And, we think we cannot easily model the estimates for NVDA's potential monetization since they are so novel. Even NVDA CFO Colette Kress stressed that she couldn't accurately forecast how large NVDA's TAM can become currently. But, she emphasized that \"there are big markets out there for us.\"So, is NVDA Stock a Buy Now?NVIDIA EV/Fwd EBITDA. Data source: S&P Capital IQAs mentioned earlier, NVIDIA stock is trading at an EV/NTM EBITDA of 59.2x, well above its 3Y mean of 43.9x. Moreover, its peers' median is just 14x, therefore putting NVDA stock in \"significantly overvalued\" territory in comparison.However, we believe that simply comparing NVDA stock's valuation against its peers would not have done the company justice. We believe that the current consensus estimates have not meaningfully accounted for its metaverse opportunity. Therefore, we believe the stock could be further re-rated when the revenue runway becomes clearer. With it, NVDA stock's fair value estimates could be further increased.NVDA stock is currently trading above our fair value estimates, but not as significant as some bears have prognosticated. However, if you are more conservative and prefer to wait for a \"less risky\" entry point, you can.But, if you have a firm conviction about CEO Jensen Huang & Co.'s execution and technological roadmap, then adding at the current price level doesn't seem unreasonable too.We believe that NVIDIA has proven its mettle as one of the top AI tech companies globally. Moreover, it's only just getting started with its metaverse opportunity. While we can't tell you exactly where the stock will be in 2025, we believe it will continue to outperform the market in the next few years.Therefore,we revise our rating on NVDA stock to Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000835686,"gmtCreate":1640085705459,"gmtModify":1676533500485,"author":{"id":"3582678890855212","authorId":"3582678890855212","name":"spdrwb","avatar":"https://static.tigerbbs.com/013ba8401d9d936a6931dc0132e28fca","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582678890855212","authorIdStr":"3582678890855212"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVAX\">$Novavax(NVAX)$</a>Short?[Doubt]&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVAX\">$Novavax(NVAX)$</a>Short?[Doubt]&nbsp;","text":"$Novavax(NVAX)$Short?[Doubt]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000835686","isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000135676,"gmtCreate":1639999146777,"gmtModify":1676533497884,"author":{"id":"3582678890855212","authorId":"3582678890855212","name":"spdrwb","avatar":"https://static.tigerbbs.com/013ba8401d9d936a6931dc0132e28fca","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582678890855212","authorIdStr":"3582678890855212"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000135676","repostId":"1160299527","repostType":4,"repost":{"id":"1160299527","kind":"news","pubTimestamp":1639989328,"share":"https://ttm.financial/m/news/1160299527?lang=&edition=fundamental","pubTime":"2021-12-20 16:35","market":"us","language":"en","title":"Big Crash Coming, According To Treasury Yields","url":"https://stock-news.laohu8.com/highlight/detail?id=1160299527","media":"seekingalpha","summary":"Summary\n\nThe long-term Treasury yields (or 10-year yield) remain stubbornly low, signaling a recessi","content":"<p><b>Summary</b></p>\n<ul>\n <li>The long-term Treasury yields (or 10-year yield) remain stubbornly low, signaling a recession or deflation is coming soon.</li>\n <li>Don't misinterpret Treasury yield signals. We are currently seeing dynamics that the market has not witnessed for over 70 years.</li>\n <li>How did the stock markets do historically in periods of high inflation and low interest rates, similar to the one we are seeing today?</li>\n <li>The Fed already fooled you about inflation this year. Don't be fooled by Powell's hawkish talk.</li>\n <li>The Fed to remain dovish, inflation running high.&nbsp;How you can profit in the current environment?</li>\n</ul>\n<p>We have consistently been taught that we should always listen to what the Treasury yields are telling us. When inflation is running as high as it is today, you should expect one of two things from the Treasury yields:</p>\n<ol>\n <li>Long-term treasury yields (or the 10-year yield) go up along with the inflation rate, which would suggest that the bond markets are pricing in a healthy economy, or</li>\n <li>Long-term treasury yields (or the 10-year yield) remain the same or even go down, which would suggest that that the bond markets are pricing-in an economic recession along with a collapse of inflation.</li>\n</ol>\n<p>With the 10-year yield remaining stubbornly low at 1.5%, many investors believe that they are pointing to a recession (or deflation) next year, whereby we could see a big market crash.</p>\n<p>However today, we are seeing a very interesting phenomenon, unseen in modern times. Inflation (as measured by U.S. Personal Consumption Expenditures) is running well above the 10-year Treasury yields, resulting in significant negative \"real yields\"! Take a look at this chart since the year 1990 (or for the past 31 years).</p>\n<p><img src=\"https://static.tigerbbs.com/285b5a6f9b4de8f4d3d6038c6401b576\" tg-width=\"875\" tg-height=\"494\" referrerpolicy=\"no-referrer\"></p>\n<p>Well, inflation is so high and persistent that even Jay Powell stopped using the word \"transient\",<b>yet the 10-year Treasury yield is around 1.5%</b>. This is confusing many investors who are asking themselves:</p>\n<ul>\n <li><b>Are we heading into a deflationary environment?</b></li>\n <li><b>Are we heading into a recession?</b></li>\n</ul>\n<p>This is a very interesting phenomenon, that we have only seen 3 times in the past 120 years in the United States:</p>\n<ol>\n <li>During the Civil War</li>\n <li>During and after World War I</li>\n <li>During and after World War II</li>\n</ol>\n<p>The fourth time is happening right now!</p>\n<p>Treasury yields always tell the right story, but it is people that misinterpret them.</p>\n<p><b>A Dig Through History</b></p>\n<p>It is very easy for us to fall into the trap of assuming things that have been true for 20+ years have been true \"forever\". This is called \"recency bias\", where our perspective of the world is more strongly influenced by things that happened recently than by things that happened long in the past.</p>\n<p>When we think of high inflation, most of us jump right to the 1970s&nbsp;<b>when higher inflation led to higher treasury yields,</b>and treasuries almost always had a higher yield than inflation.</p>\n<p>It's a period that many of us lived through or at least our parents lived through it. So it is a period that is fairly accessible.<b>But has it always been the case?</b></p>\n<p><b>No, it has not - if we dig into history:</b></p>\n<ol>\n <li>Since the mid-1950s, we have seen a few cases when inflation has been higher than the 10-year Treasury rate, but the difference was resolved fairly quickly.</li>\n <li><b>If we go further back in history</b>, we have seen cases of inflation spiking up significantly, and the 10-year Treasury remaining low for a long period of time. The \"real yields\" were deeply negative as they are today. The two most obvious cases relate to&nbsp;<b>World War I</b>and&nbsp;<b>World War II.</b></li>\n</ol>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7ef6fb72cdec23e880cad6408450db8\" tg-width=\"943\" tg-height=\"498\" referrerpolicy=\"no-referrer\"><span>-Source Data:rateinflation.comandmultpl.com</span></p>\n<p>So what is the common denominator in WWI, WWII, and Today?</p>\n<ol>\n <li>In all cases, for obvious reasons,<b>debt spiked to unusual levels</b>.</li>\n <li>The Treasury markets are pricing-in continued loose monetary policy. The<b>Government will let inflation take its course to \"deflate\" the national debt\"</b>, rather than curb inflation as they have been telling us.</li>\n</ol>\n<p>So it is no wonder that Treasury yields refuse to go higher than they are today! In fact, what treasuries are telling us is exactly what I have been saying over the past several months:</p>\n<ol>\n <li>The Fed cannot and will not hike rates anytime soon. And if they do, it will be an immaterial rate hike that will have an insignificant impact on inflation.</li>\n <li>The government will continue to ensure there is a high amount of liquidity in the financial system. The Bubble of Liquidity will remain large.</li>\n</ol>\n<p><b>How Did the Markets Fare During Similar Periods: WWI and WWII</b></p>\n<p>For us investors, it is important to not only be aware of what is happening in today's macro-economic situation but to also understand what the likely outcome will be for equities. In this case, we have to go back to the periods of WWI and WWII and see how equities fared during times of very high inflation and very low Treasury yields:</p>\n<p><b>Case #1: WW I (Bull Market of 1918-1919)</b></p>\n<p>Inflation started picking up significantly in 1917 when the U.S. formally got involved in WWI. Inflation surged up to 18% while the 10-year Treasury rate remained at 4.5%. Inflation remained high through 1919.</p>\n<p>Despite an initial selloff in late 1917, we saw a great Bull Market that ran through 1918 and 1919 and the Dow Jones Industrial Average hit all-time highs.<b>The Bull Market ran up 80% over the course of two years.</b></p>\n<p><img src=\"https://static.tigerbbs.com/d74c179521aa766e7c82f38d514834a9\" tg-width=\"926\" tg-height=\"634\" referrerpolicy=\"no-referrer\"></p>\n<p>The party came to an abrupt end in 1920 when inflation suddenly became deflation. A few of the most relevant factors impacting the recession in 1920 were:</p>\n<ul>\n <li>The return of troops from WW1: 1920 was characterized by high unemployment rates as troops coming home from war struggled to find work.</li>\n <li>Resurgence in the Spanish Flu: The Spanish Flu was particularly brutal the 1919-1920 season, with the death rate approximately doubling.</li>\n <li>The Gold Standard: In 1920, the dollar was still linked to gold. Deflation expectations were high, as people anticipated a wave of redemptions to reduce the monetary supply.</li>\n <li>Rising Interest Rates: The Fed hiked rates in an effort to fight inflation from December 1919 through June 1920, from 4.75% to 7%.</li>\n</ul>\n<p><b>Case #2: WW2 (Bull Market 1942-1956)</b></p>\n<p>From 1942-1956, we can see several periods where inflation significantly exceeded the 10-year Treasury rate. Over this 14-year period, inflation averaged over 4%, while the 10-year Treasury rate averaged 2.5%. Meanwhile, the DJIA averaged +11% per year. I believe this is the most comparable period to our situation today.</p>\n<p>The DJIA gained 120% from 1942-1946, even as inflation outpaced the 10-year Treasury rate for three of those years.</p>\n<p><img src=\"https://static.tigerbbs.com/f0b5052be090984d0f2c07c68a029a1d\" tg-width=\"914\" tg-height=\"624\" referrerpolicy=\"no-referrer\"></p>\n<p>The \"bear\" market from 1947-1948 is perhaps better termed a \"consolidation\" as it was a 25% pullback before the market continued to new heights.<b>The market climbed up another 230% from 1949-1956 even as inflation rose to 7.9% in 1951 and the 10-year Treasury stayed around 2.5%.</b>By 1953, inflation had slowed down.</p>\n<p><img src=\"https://static.tigerbbs.com/1f6e5c8a130b01903f91066517b7af98\" tg-width=\"925\" tg-height=\"626\" referrerpolicy=\"no-referrer\"></p>\n<p>The combination of high inflation and low Treasury Rates proved very beneficial for equity holders. The period was characterized by low unemployment (below 5% from 1942 on) and economic growth as the U.S. economy ran hot in the wake of WWII.</p>\n<p><b>The Great Inflation Lie: The Fed Won't Stop Inflation</b></p>\n<p>As recently as June, the Federal Reserve was projecting a PCE inflation rate of 3.4% for 2021. Three months later it hiked that projection up to 4.2% for 2021. One month after their meeting, PCE inflation was 5%.</p>\n<p>Earlier this year, I highlighted what I termed as \"The Great Inflation Lie\". Either the Federal Reserve is incompetent with projections that aren't even in the ballpark of reality, or it is intentionally being misleading. When random average Joes are being surveyed and are more accurate than the Federal Reserve with their projections, something is wrong.</p>\n<p><img src=\"https://static.tigerbbs.com/6495730db36d6c8d90b35c612bdaaf62\" tg-width=\"959\" tg-height=\"567\" referrerpolicy=\"no-referrer\"></p>\n<p>I do not believe the Federal Reserve is that incompetent, that they failed to see what everyone else in the country could see.</p>\n<p><b>So why do both Government and the Fed want inflation to run very high?</b></p>\n<p>The U.S. Government has run up a ton of debt. As a percentage of GDP, the Federal debt is now over 120%. The cost of COVID alone was several times higher than the cost of WWII in today's dollar terms.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77235df36b3b5931f9c627ee7b76b086\" tg-width=\"1234\" tg-height=\"675\" referrerpolicy=\"no-referrer\"><span>- Source:St. Louis Fed</span></p>\n<ul>\n <li>Politically this is a very unpopular issue to deal with because budget cuts and higher taxes aren't really popular with anyone. While some support for token moves might occasionally gain enough support to pass, comprehensive solutions aren't even seriously discussed.</li>\n <li>To make matters worse, the U.S. Government has massive financial obligations coming up as Medicare and Social Security will both become much more dependent upon general tax funds as they fail to fund themselves.</li>\n <li>So without meaningful budget cuts and/or meaningful tax increases likely off the table in a polarized country, how does the government pay off all that debt?<b>It doesn't</b>.</li>\n</ul>\n<p>The last time the U.S. had debt/GDP of over 100% was in 1946. The U.S. Government had a massive debt of $269 billion. Just by reading that number, you know what happened. What is $269 billion to the U.S. Government today? That is only half of what the government spends on interest payments alone! $269 billion just isn't what it used to be,<b>and that was intentional</b>.</p>\n<p>The U.S. never \"paid\" for WWII - it refinanced the debt, and through inflation, the significance of the debt dissipated quickly, even as the total debt grew.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52a00344ea3e40046556fe05f16886b1\" tg-width=\"980\" tg-height=\"617\" referrerpolicy=\"no-referrer\"><span>- Source:Financial Times</span></p>\n<p>A significant amount of inflation is the only solution that the U.S. Government has to manage its debts and obligations.</p>\n<p>With debt levels far beyond the pale of productivity levels (i.e., embarrassing debt to GDP ratios), the U.S. and other developed economies are mathematically and factually unable to ever grow their way out of the debt hole they have been digging us into for years.</p>\n<p>It is too late to fix all the past mismanagement. It is also impossible to force new generations to pay for debt accumulated by the older ones by taxing them to death and forcing them to be productive in the labor force well above the age of 75. Not only will it result in political unrest, but there are simply not enough young people to tax due to an aging population, and a wave of baby boomers retiring soon.</p>\n<p>The only way to deal with this black hole is through inflation.</p>\n<p><b>Conclusion</b></p>\n<p>Don't be fooled by Fed Chair Powell's hawkish talk. After all, he has a hearing to keep his job coming up in January. Treasury yields are NOT pointing to a recession and/or deflation. They are telling us that liquidity will remain high and that the treasury market is not buying the hawkish story the Fed is selling.</p>\n<p>We are seeing dynamics that the stock market has not witnessed for over 70 years. The inflation rate will remain above the 10-year Treasury rate for a sustained period of time, creating an environment of high inflation and relatively low-interest rates. Historically, this dynamic has been very beneficial for equity markets!</p>\n<p>Right now, it is a fantastic time to be an investor and the worst time to be sitting on cash. Investors want to be exposed to equities that benefit from high inflation, while also benefiting from low treasury yields.</p>\n<p>My strategy includes investing in:</p>\n<ul>\n <li><b>Value dividend stocks</b>: These are stocks that are valued based on earnings they have today and are paying out generous dividends. When cash is losing its earning power daily, you want cash now, not in a few years!<b>Liberty All-Star Equity Fund</b>(USA), yielding over 10%, is a fantastic CEF to gain broad exposure to the stock market that is overweight on \"value\" strategies.</li>\n <li><b>Companies with Real Estate Assets</b>: Companies with high levels of real assets, like REITs, will see ideal conditions. They will be able to borrow cheap thanks to low interest rates, while inflation will drive up rents and property values. Some of our picks include \"Dividend Aristocrat\" crowns yielding +5%, that are well-positioned to take advantage of these dynamics!</li>\n <li><b>Economically sensitive stocks</b>: The combination of low interest rates and rapid growth means that economically sensitive stocks will run hot. Default rates will remain relatively low as the burden of debt becomes less significant for borrowers, and the excess liquidity in the financial system ensures refinancing will be easy. \"CLO\" funds like&nbsp;<b>Oxford Lane Capital</b>(OXLC) yielding over 12% will thrive in this environment while producing a generous yield for investors.</li>\n <li><b>Energy &amp; Commodities</b>: Energy frequently leads the inflation wave as we pointed out long ago we are entering a&nbsp;commodity supercycle. These companies will benefit from a combination of higher prices, while at the same time being able to access inexpensive debt thanks to low interest rates. And yes, you can get fantastic yield of +8% while investing in commodities. You don't have to worry about price fluctuations, exactly because you are getting paid extremely well to wait!</li>\n</ul>\n<p>I am looking forward for the year 2022 to be a very strong year for equities. I am personally keeping as little cash as possible in my investment account, taking out what I need, and redeploying the rest of my dividends into income investments. The last thing anybody wants is a 6.8% inflation eroding the purchasing power of their hard-earned savings. Being invested in the right stocks which offer both high yield and growth helps you not only to protect your principal, but also increase your net worth in today's difficult environment.</p>\n<p>It is critical that investors are aware of the major macroeconomic forces at play that are impacting the markets so that you can make informed decisions. I write \"Market Outlooks\", similar to the above which I share every Sunday with members of my investment community, to keep focus on the big picture as it evolves. This helps us make adjustments to our portfolio as needed, in a planned and methodical manner.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Big Crash Coming, According To Treasury Yields</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\">\nBig Crash Coming, According To Treasury Yields\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-20 16:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4475749-big-crash-coming-according-to-treasury-yields><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe long-term Treasury yields (or 10-year yield) remain stubbornly low, signaling a recession or deflation is coming soon.\nDon't misinterpret Treasury yield signals. We are currently seeing ...</p>\n\n<a href=\"https://seekingalpha.com/article/4475749-big-crash-coming-according-to-treasury-yields\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4475749-big-crash-coming-according-to-treasury-yields","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1160299527","content_text":"Summary\n\nThe long-term Treasury yields (or 10-year yield) remain stubbornly low, signaling a recession or deflation is coming soon.\nDon't misinterpret Treasury yield signals. We are currently seeing dynamics that the market has not witnessed for over 70 years.\nHow did the stock markets do historically in periods of high inflation and low interest rates, similar to the one we are seeing today?\nThe Fed already fooled you about inflation this year. Don't be fooled by Powell's hawkish talk.\nThe Fed to remain dovish, inflation running high. How you can profit in the current environment?\n\nWe have consistently been taught that we should always listen to what the Treasury yields are telling us. When inflation is running as high as it is today, you should expect one of two things from the Treasury yields:\n\nLong-term treasury yields (or the 10-year yield) go up along with the inflation rate, which would suggest that the bond markets are pricing in a healthy economy, or\nLong-term treasury yields (or the 10-year yield) remain the same or even go down, which would suggest that that the bond markets are pricing-in an economic recession along with a collapse of inflation.\n\nWith the 10-year yield remaining stubbornly low at 1.5%, many investors believe that they are pointing to a recession (or deflation) next year, whereby we could see a big market crash.\nHowever today, we are seeing a very interesting phenomenon, unseen in modern times. Inflation (as measured by U.S. Personal Consumption Expenditures) is running well above the 10-year Treasury yields, resulting in significant negative \"real yields\"! Take a look at this chart since the year 1990 (or for the past 31 years).\n\nWell, inflation is so high and persistent that even Jay Powell stopped using the word \"transient\",yet the 10-year Treasury yield is around 1.5%. This is confusing many investors who are asking themselves:\n\nAre we heading into a deflationary environment?\nAre we heading into a recession?\n\nThis is a very interesting phenomenon, that we have only seen 3 times in the past 120 years in the United States:\n\nDuring the Civil War\nDuring and after World War I\nDuring and after World War II\n\nThe fourth time is happening right now!\nTreasury yields always tell the right story, but it is people that misinterpret them.\nA Dig Through History\nIt is very easy for us to fall into the trap of assuming things that have been true for 20+ years have been true \"forever\". This is called \"recency bias\", where our perspective of the world is more strongly influenced by things that happened recently than by things that happened long in the past.\nWhen we think of high inflation, most of us jump right to the 1970s when higher inflation led to higher treasury yields,and treasuries almost always had a higher yield than inflation.\nIt's a period that many of us lived through or at least our parents lived through it. So it is a period that is fairly accessible.But has it always been the case?\nNo, it has not - if we dig into history:\n\nSince the mid-1950s, we have seen a few cases when inflation has been higher than the 10-year Treasury rate, but the difference was resolved fairly quickly.\nIf we go further back in history, we have seen cases of inflation spiking up significantly, and the 10-year Treasury remaining low for a long period of time. The \"real yields\" were deeply negative as they are today. The two most obvious cases relate to World War Iand World War II.\n\n-Source Data:rateinflation.comandmultpl.com\nSo what is the common denominator in WWI, WWII, and Today?\n\nIn all cases, for obvious reasons,debt spiked to unusual levels.\nThe Treasury markets are pricing-in continued loose monetary policy. TheGovernment will let inflation take its course to \"deflate\" the national debt\", rather than curb inflation as they have been telling us.\n\nSo it is no wonder that Treasury yields refuse to go higher than they are today! In fact, what treasuries are telling us is exactly what I have been saying over the past several months:\n\nThe Fed cannot and will not hike rates anytime soon. And if they do, it will be an immaterial rate hike that will have an insignificant impact on inflation.\nThe government will continue to ensure there is a high amount of liquidity in the financial system. The Bubble of Liquidity will remain large.\n\nHow Did the Markets Fare During Similar Periods: WWI and WWII\nFor us investors, it is important to not only be aware of what is happening in today's macro-economic situation but to also understand what the likely outcome will be for equities. In this case, we have to go back to the periods of WWI and WWII and see how equities fared during times of very high inflation and very low Treasury yields:\nCase #1: WW I (Bull Market of 1918-1919)\nInflation started picking up significantly in 1917 when the U.S. formally got involved in WWI. Inflation surged up to 18% while the 10-year Treasury rate remained at 4.5%. Inflation remained high through 1919.\nDespite an initial selloff in late 1917, we saw a great Bull Market that ran through 1918 and 1919 and the Dow Jones Industrial Average hit all-time highs.The Bull Market ran up 80% over the course of two years.\n\nThe party came to an abrupt end in 1920 when inflation suddenly became deflation. A few of the most relevant factors impacting the recession in 1920 were:\n\nThe return of troops from WW1: 1920 was characterized by high unemployment rates as troops coming home from war struggled to find work.\nResurgence in the Spanish Flu: The Spanish Flu was particularly brutal the 1919-1920 season, with the death rate approximately doubling.\nThe Gold Standard: In 1920, the dollar was still linked to gold. Deflation expectations were high, as people anticipated a wave of redemptions to reduce the monetary supply.\nRising Interest Rates: The Fed hiked rates in an effort to fight inflation from December 1919 through June 1920, from 4.75% to 7%.\n\nCase #2: WW2 (Bull Market 1942-1956)\nFrom 1942-1956, we can see several periods where inflation significantly exceeded the 10-year Treasury rate. Over this 14-year period, inflation averaged over 4%, while the 10-year Treasury rate averaged 2.5%. Meanwhile, the DJIA averaged +11% per year. I believe this is the most comparable period to our situation today.\nThe DJIA gained 120% from 1942-1946, even as inflation outpaced the 10-year Treasury rate for three of those years.\n\nThe \"bear\" market from 1947-1948 is perhaps better termed a \"consolidation\" as it was a 25% pullback before the market continued to new heights.The market climbed up another 230% from 1949-1956 even as inflation rose to 7.9% in 1951 and the 10-year Treasury stayed around 2.5%.By 1953, inflation had slowed down.\n\nThe combination of high inflation and low Treasury Rates proved very beneficial for equity holders. The period was characterized by low unemployment (below 5% from 1942 on) and economic growth as the U.S. economy ran hot in the wake of WWII.\nThe Great Inflation Lie: The Fed Won't Stop Inflation\nAs recently as June, the Federal Reserve was projecting a PCE inflation rate of 3.4% for 2021. Three months later it hiked that projection up to 4.2% for 2021. One month after their meeting, PCE inflation was 5%.\nEarlier this year, I highlighted what I termed as \"The Great Inflation Lie\". Either the Federal Reserve is incompetent with projections that aren't even in the ballpark of reality, or it is intentionally being misleading. When random average Joes are being surveyed and are more accurate than the Federal Reserve with their projections, something is wrong.\n\nI do not believe the Federal Reserve is that incompetent, that they failed to see what everyone else in the country could see.\nSo why do both Government and the Fed want inflation to run very high?\nThe U.S. Government has run up a ton of debt. As a percentage of GDP, the Federal debt is now over 120%. The cost of COVID alone was several times higher than the cost of WWII in today's dollar terms.\n- Source:St. Louis Fed\n\nPolitically this is a very unpopular issue to deal with because budget cuts and higher taxes aren't really popular with anyone. While some support for token moves might occasionally gain enough support to pass, comprehensive solutions aren't even seriously discussed.\nTo make matters worse, the U.S. Government has massive financial obligations coming up as Medicare and Social Security will both become much more dependent upon general tax funds as they fail to fund themselves.\nSo without meaningful budget cuts and/or meaningful tax increases likely off the table in a polarized country, how does the government pay off all that debt?It doesn't.\n\nThe last time the U.S. had debt/GDP of over 100% was in 1946. The U.S. Government had a massive debt of $269 billion. Just by reading that number, you know what happened. What is $269 billion to the U.S. Government today? That is only half of what the government spends on interest payments alone! $269 billion just isn't what it used to be,and that was intentional.\nThe U.S. never \"paid\" for WWII - it refinanced the debt, and through inflation, the significance of the debt dissipated quickly, even as the total debt grew.\n- Source:Financial Times\nA significant amount of inflation is the only solution that the U.S. Government has to manage its debts and obligations.\nWith debt levels far beyond the pale of productivity levels (i.e., embarrassing debt to GDP ratios), the U.S. and other developed economies are mathematically and factually unable to ever grow their way out of the debt hole they have been digging us into for years.\nIt is too late to fix all the past mismanagement. It is also impossible to force new generations to pay for debt accumulated by the older ones by taxing them to death and forcing them to be productive in the labor force well above the age of 75. Not only will it result in political unrest, but there are simply not enough young people to tax due to an aging population, and a wave of baby boomers retiring soon.\nThe only way to deal with this black hole is through inflation.\nConclusion\nDon't be fooled by Fed Chair Powell's hawkish talk. After all, he has a hearing to keep his job coming up in January. Treasury yields are NOT pointing to a recession and/or deflation. They are telling us that liquidity will remain high and that the treasury market is not buying the hawkish story the Fed is selling.\nWe are seeing dynamics that the stock market has not witnessed for over 70 years. The inflation rate will remain above the 10-year Treasury rate for a sustained period of time, creating an environment of high inflation and relatively low-interest rates. Historically, this dynamic has been very beneficial for equity markets!\nRight now, it is a fantastic time to be an investor and the worst time to be sitting on cash. Investors want to be exposed to equities that benefit from high inflation, while also benefiting from low treasury yields.\nMy strategy includes investing in:\n\nValue dividend stocks: These are stocks that are valued based on earnings they have today and are paying out generous dividends. When cash is losing its earning power daily, you want cash now, not in a few years!Liberty All-Star Equity Fund(USA), yielding over 10%, is a fantastic CEF to gain broad exposure to the stock market that is overweight on \"value\" strategies.\nCompanies with Real Estate Assets: Companies with high levels of real assets, like REITs, will see ideal conditions. They will be able to borrow cheap thanks to low interest rates, while inflation will drive up rents and property values. Some of our picks include \"Dividend Aristocrat\" crowns yielding +5%, that are well-positioned to take advantage of these dynamics!\nEconomically sensitive stocks: The combination of low interest rates and rapid growth means that economically sensitive stocks will run hot. Default rates will remain relatively low as the burden of debt becomes less significant for borrowers, and the excess liquidity in the financial system ensures refinancing will be easy. \"CLO\" funds like Oxford Lane Capital(OXLC) yielding over 12% will thrive in this environment while producing a generous yield for investors.\nEnergy & Commodities: Energy frequently leads the inflation wave as we pointed out long ago we are entering a commodity supercycle. These companies will benefit from a combination of higher prices, while at the same time being able to access inexpensive debt thanks to low interest rates. And yes, you can get fantastic yield of +8% while investing in commodities. You don't have to worry about price fluctuations, exactly because you are getting paid extremely well to wait!\n\nI am looking forward for the year 2022 to be a very strong year for equities. I am personally keeping as little cash as possible in my investment account, taking out what I need, and redeploying the rest of my dividends into income investments. The last thing anybody wants is a 6.8% inflation eroding the purchasing power of their hard-earned savings. Being invested in the right stocks which offer both high yield and growth helps you not only to protect your principal, but also increase your net worth in today's difficult environment.\nIt is critical that investors are aware of the major macroeconomic forces at play that are impacting the markets so that you can make informed decisions. I write \"Market Outlooks\", similar to the above which I share every Sunday with members of my investment community, to keep focus on the big picture as it evolves. This helps us make adjustments to our portfolio as needed, in a planned and methodical manner.","news_type":1},"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9005993331,"gmtCreate":1642133673621,"gmtModify":1676533685312,"author":{"id":"3582678890855212","authorId":"3582678890855212","name":"spdrwb","avatar":"https://static.tigerbbs.com/013ba8401d9d936a6931dc0132e28fca","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582678890855212","authorIdStr":"3582678890855212"},"themes":[],"htmlText":"How now","listText":"How now","text":"How now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005993331","repostId":"2203796901","repostType":4,"repost":{"id":"2203796901","kind":"news","pubTimestamp":1642114991,"share":"https://ttm.financial/m/news/2203796901?lang=&edition=fundamental","pubTime":"2022-01-14 07:03","market":"us","language":"en","title":"US STOCKS-Wall St Closes Down, Fed Speakers Put Rate Hikes in Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=2203796901","media":"Reuters","summary":"Wall Street's major indexes closed lower on Thursday with Nasdaq's 2.5% drop leading the losses as investors took profits, particularly in technology stocks after a three-day rally, while multiple Fed","content":"<html><head></head><body><p>Wall Street&#39;s major indexes closed lower on Thursday with Nasdaq&#39;s 2.5% drop leading the losses as investors took profits, particularly in technology stocks after a three-day rally, while multiple Federal Reserve officials were out talking about inflation and interest rate hikes.</p><p>Interest-rate sensitive growth stocks such as technology lagged the broader market in the last session before the fourth-quarter earnings season starts in earnest. The S&amp;P&#39;s technology index fell 2.7% while consumer discretionary fell 2%.</p><p>Several Fed officials spoke publicly about battling high inflation with Lael Brainard the latest, and most senior, U.S. central banker signaling that the Fed was getting ready to start raising rates in March.</p><p>Other officials, including Chicago Fed President Charles Evans, talked about the need for tighter policy while Philadelphia Fed President Patrick Harker also discussed a March rate hike after San Francisco Fed President Mary Daly had mentioned a March lift-off late on Wednesday.</p><p>&#34;When Brainard says we&#39;ve got to do something, they&#39;re going do something,&#34; said Brad McMillan, chief investment officer for Commonwealth Financial Network, an independent broker-dealer in Waltham, Mass. He said Brainard&#39;s comments were particularly striking coming from <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the Fed&#39;s most dovish officials.</p><p>&#34;There doesn’t seem to be much debate left within the Fed about what direction they’re going, and not even much about how fast they should get there,&#34; he added.</p><p>The Dow Jones Industrial Average fell 176.7 points, or 0.49%, to 36,113.62, the S&amp;P 500 lost 67.32 points, or 1.42%, to 4,659.03 and the Nasdaq Composite dropped 381.58 points to 14,806.81.</p><p>Nasdaq&#39;s decline its biggest one-day percentage loss since Jan. 5 when it fell 3.4% in a single session after hawkish Fed minutes were released for the December meeting. It did not help that Thursday&#39;s rate hike talk had followed the technology-laden Nasdaq&#39;s 1.7% advance in this week&#39;s first three sessions.</p><p>Even though U.S. Treasury 10-year yields fell on Thursday, investors focused on profit taking, said Sameer Samana, senior global market strategist at Wells Fargo Investment Institute in St. Louis.</p><p>&#34;We had a pretty nice rebound in the Nasdaq the last few days, so there might just be some lingering nervousness around rates the Fed and some profit taking, especially ahead of earnings,&#34; said the strategist.</p><p>Samana described Brainard&#39;s comments as &#34;a psychological hit to those hoping that there was some dissent to starting rate hikes sooner rather than later.&#34;</p><p>Wells Fargo followed Goldman Sachs, JPMorgan and Deutsche Bank in forecasting that the Fed might raise interest rates four times this year.</p><p>Adding some anxiety for investors, U.S. companies are due to report results on the final quarter of 2021 in the coming weeks with banks JPMorgan Chase, Citigroup and Wells Fargo set to start the ball rolling on Friday, while big technology companies report next week.</p><p>Year-over-year earnings growth from S&amp;P 500 companies were expected to be lower in the fourth quarter compared with the first three quarters but still strong at 22.4%, according to IBES data from Refinitiv.</p><p>Retail investors have also raised their exposure to bank stocks ahead of the earnings announcements, according to Vanda Research&#39;s weekly report on retail flows.</p><p>Delta Air Lines closed up 2% at $41.47 after beating estimates for fourth-quarter earnings. Its chief executive also predicted a swift recovery from turbulence caused by the Omicron coronavirus variant, also helping to lift the S&amp;P 1500 Airlines index 2.6% for the day.</p><p>Earlier Data showed the producer price index (PPI) rose 0.2% last month after advancing 0.8% in November while in the 12 months through December, the PPI rose 9.7% versus the 9.8% forecast of economists polled by Reuters.</p><p>The PPI figures come a day after Wall Street indexes cheered consumer inflation numbers that hit a 40-year high but largely met market expectations.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.27-to-1 ratio; on Nasdaq, a 2.24-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 44 new 52-week highs and no new lows; the Nasdaq Composite recorded 75 new highs and 360 new lows.</p><p>On U.S. exchanges 10.43 billion shares changed hands compared with the 10.39 billion average over the last 20 sessions.</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall St Closes Down, Fed Speakers Put Rate Hikes in Focus</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\">\nUS STOCKS-Wall St Closes Down, Fed Speakers Put Rate Hikes in Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-14 07:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/us-stocks-wall-st-closes-214529865.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street's major indexes closed lower on Thursday with Nasdaq's 2.5% drop leading the losses as investors took profits, particularly in technology stocks after a three-day rally, while multiple ...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-wall-st-closes-214529865.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COMP":"Compass, Inc.","PPI":"AXS Astoria Inflation Sensitive ETF","WFC":"富国银行","SPY":"标普500ETF","BK4207":"综合性银行","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","BK4079":"房地产服务",".SPX":"S&P 500 Index","BK4501":"段永平概念","BK4550":"红杉资本持仓","BK4539":"次新股","BK4504":"桥水持仓"},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-st-closes-214529865.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2203796901","content_text":"Wall Street's major indexes closed lower on Thursday with Nasdaq's 2.5% drop leading the losses as investors took profits, particularly in technology stocks after a three-day rally, while multiple Federal Reserve officials were out talking about inflation and interest rate hikes.Interest-rate sensitive growth stocks such as technology lagged the broader market in the last session before the fourth-quarter earnings season starts in earnest. The S&P's technology index fell 2.7% while consumer discretionary fell 2%.Several Fed officials spoke publicly about battling high inflation with Lael Brainard the latest, and most senior, U.S. central banker signaling that the Fed was getting ready to start raising rates in March.Other officials, including Chicago Fed President Charles Evans, talked about the need for tighter policy while Philadelphia Fed President Patrick Harker also discussed a March rate hike after San Francisco Fed President Mary Daly had mentioned a March lift-off late on Wednesday.\"When Brainard says we've got to do something, they're going do something,\" said Brad McMillan, chief investment officer for Commonwealth Financial Network, an independent broker-dealer in Waltham, Mass. He said Brainard's comments were particularly striking coming from one of the Fed's most dovish officials.\"There doesn’t seem to be much debate left within the Fed about what direction they’re going, and not even much about how fast they should get there,\" he added.The Dow Jones Industrial Average fell 176.7 points, or 0.49%, to 36,113.62, the S&P 500 lost 67.32 points, or 1.42%, to 4,659.03 and the Nasdaq Composite dropped 381.58 points to 14,806.81.Nasdaq's decline its biggest one-day percentage loss since Jan. 5 when it fell 3.4% in a single session after hawkish Fed minutes were released for the December meeting. It did not help that Thursday's rate hike talk had followed the technology-laden Nasdaq's 1.7% advance in this week's first three sessions.Even though U.S. Treasury 10-year yields fell on Thursday, investors focused on profit taking, said Sameer Samana, senior global market strategist at Wells Fargo Investment Institute in St. Louis.\"We had a pretty nice rebound in the Nasdaq the last few days, so there might just be some lingering nervousness around rates the Fed and some profit taking, especially ahead of earnings,\" said the strategist.Samana described Brainard's comments as \"a psychological hit to those hoping that there was some dissent to starting rate hikes sooner rather than later.\"Wells Fargo followed Goldman Sachs, JPMorgan and Deutsche Bank in forecasting that the Fed might raise interest rates four times this year.Adding some anxiety for investors, U.S. companies are due to report results on the final quarter of 2021 in the coming weeks with banks JPMorgan Chase, Citigroup and Wells Fargo set to start the ball rolling on Friday, while big technology companies report next week.Year-over-year earnings growth from S&P 500 companies were expected to be lower in the fourth quarter compared with the first three quarters but still strong at 22.4%, according to IBES data from Refinitiv.Retail investors have also raised their exposure to bank stocks ahead of the earnings announcements, according to Vanda Research's weekly report on retail flows.Delta Air Lines closed up 2% at $41.47 after beating estimates for fourth-quarter earnings. Its chief executive also predicted a swift recovery from turbulence caused by the Omicron coronavirus variant, also helping to lift the S&P 1500 Airlines index 2.6% for the day.Earlier Data showed the producer price index (PPI) rose 0.2% last month after advancing 0.8% in November while in the 12 months through December, the PPI rose 9.7% versus the 9.8% forecast of economists polled by Reuters.The PPI figures come a day after Wall Street indexes cheered consumer inflation numbers that hit a 40-year high but largely met market expectations.Declining issues outnumbered advancing ones on the NYSE by a 1.27-to-1 ratio; on Nasdaq, a 2.24-to-1 ratio favored decliners.The S&P 500 posted 44 new 52-week highs and no new lows; the Nasdaq Composite recorded 75 new highs and 360 new lows.On U.S. exchanges 10.43 billion shares changed hands compared with the 10.39 billion average over the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002619118,"gmtCreate":1641992613571,"gmtModify":1676533669455,"author":{"id":"3582678890855212","authorId":"3582678890855212","name":"spdrwb","avatar":"https://static.tigerbbs.com/013ba8401d9d936a6931dc0132e28fca","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582678890855212","authorIdStr":"3582678890855212"},"themes":[],"htmlText":"How now [Surprised]&nbsp;","listText":"How now [Surprised]&nbsp;","text":"How now [Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002619118","repostId":"1180117026","repostType":4,"repost":{"id":"1180117026","kind":"news","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":1641991539,"share":"https://ttm.financial/m/news/1180117026?lang=&edition=fundamental","pubTime":"2022-01-12 20:45","market":"us","language":"en","title":"Probe Into Microsoft Acquisition of Nuance Communications Launched by UK Antitrust Watchdog","url":"https://stock-news.laohu8.com/highlight/detail?id=1180117026","media":"Dow Jones","summary":"The U.K. Competition and Markets Authority said Wednesday that it has started a formal investigation","content":"<html><head></head><body><p>The U.K. Competition and Markets Authority said Wednesday that it has started a formal investigation into Microsoft Corp.&#39;s planned acquisition of Nuance Communications Inc. to determine whether the merger would lessen competition within U.K. markets.</p><p>The regulator said it has set a deadline of March 9 for its phase one decision into the deal. It launched an initial review in December.</p><p>On Dec. 21 the European Union&#39;s antitrust authority unconditionally approved the deal, saying that it wouldn&#39;t significantly reduce competition and wouldn&#39;t raise any concerns.</p><p>The U.S. software giant said in April that it struck a deal to buy transcription-technology company Nuance, valued at $19.7 billion including Nuance&#39;s net debt, in a bet on the growing demand for digital tools within healthcare.</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>Probe Into Microsoft Acquisition of Nuance Communications Launched by UK Antitrust Watchdog</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\">\nProbe Into Microsoft Acquisition of Nuance Communications Launched by UK Antitrust Watchdog\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\">2022-01-12 20:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The U.K. Competition and Markets Authority said Wednesday that it has started a formal investigation into Microsoft Corp.&#39;s planned acquisition of Nuance Communications Inc. to determine whether the merger would lessen competition within U.K. markets.</p><p>The regulator said it has set a deadline of March 9 for its phase one decision into the deal. It launched an initial review in December.</p><p>On Dec. 21 the European Union&#39;s antitrust authority unconditionally approved the deal, saying that it wouldn&#39;t significantly reduce competition and wouldn&#39;t raise any concerns.</p><p>The U.S. software giant said in April that it struck a deal to buy transcription-technology company Nuance, valued at $19.7 billion including Nuance&#39;s net debt, in a bet on the growing demand for digital tools within healthcare.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","NUAN":"微妙通讯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180117026","content_text":"The U.K. Competition and Markets Authority said Wednesday that it has started a formal investigation into Microsoft Corp.'s planned acquisition of Nuance Communications Inc. to determine whether the merger would lessen competition within U.K. markets.The regulator said it has set a deadline of March 9 for its phase one decision into the deal. It launched an initial review in December.On Dec. 21 the European Union's antitrust authority unconditionally approved the deal, saying that it wouldn't significantly reduce competition and wouldn't raise any concerns.The U.S. software giant said in April that it struck a deal to buy transcription-technology company Nuance, valued at $19.7 billion including Nuance's net debt, in a bet on the growing demand for digital tools within healthcare.","news_type":1},"isVote":1,"tweetType":1,"viewCount":975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002932507,"gmtCreate":1641882028303,"gmtModify":1676533658592,"author":{"id":"3582678890855212","authorId":"3582678890855212","name":"spdrwb","avatar":"https://static.tigerbbs.com/013ba8401d9d936a6931dc0132e28fca","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582678890855212","authorIdStr":"3582678890855212"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002932507","repostId":"2202277188","repostType":4,"repost":{"id":"2202277188","kind":"highlight","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":1641855743,"share":"https://ttm.financial/m/news/2202277188?lang=&edition=fundamental","pubTime":"2022-01-11 07:02","market":"us","language":"en","title":"US STOCKS-Nasdaq Ekes Out Gain in Late Session Comeback","url":"https://stock-news.laohu8.com/highlight/detail?id=2202277188","media":"Reuters","summary":"Wall Street's three major indexes staged a late-session comeback on Monday as the Nasdaq managed to ","content":"<html><head></head><body><p>Wall Street&#39;s three major indexes staged a late-session comeback on Monday as the Nasdaq managed to eke out a tiny gain and investors swooped in to hunt for bargains, while the S&amp;P 500 and the Dow Jones Industrial Average finished well above their session lows.</p><p>After falling almost 3% earlier in the day and as much as 10.37% below its intraday record level reached on Nov. 22, the technology-heavy Nasdaq pointed sharply higher to regain all its losses for the day in afternoon trading.</p><p>While investors spent the morning fretting about rising bond yields and what this week&#39;s inflation data might mean for U.S. Federal Reserve monetary policy tightening, others took advantage of earlier nerves to buy the dip.</p><p>&#34;We&#39;ve gotten to the point where you wonder if the roller coaster has peaked and is heading straight down. But fundamentally there&#39;s a lot of buyers in this market buying on the dip,&#34; said Rick Meckler, a partner of Cherry Lane Investments, a family investment office in New Vernon, New Jersey who attributed much of the afternoon strength to retail investors buying favorite stocks such as Tesla   .</p><p>Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago also attributed the late session comeback to dip-buyers looking at U.S. Treasury yields fall from their peaks of the day.</p><p>&#34;Some of the tech names are off 5 to 10 percent or more, and people are looking at that and going that looks pretty good - time to snap them up,&#34; said Nolte.</p><p>&#34;The other thing though to keep an eye on is what happens to interest rates because that has really been what&#39;s been dragging technology. We saw little bit of a reversal late in the day in (Treasury yields). They came down just a touch and that was a little bit of a green light for tech investors,&#34; he said.</p><p>The Dow Jones Industrial Average    fell 162.79 points, or 0.45%, to 36,068.87, the S&amp;P 500    lost 6.74 points, or 0.14%, to 4,670.29 and the Nasdaq Composite    added 6.93 points, or 0.05%, to 14,942.83.</p><p>After starting the day among the biggest laggards, the S&amp;P technology index managed to eke out a tiny gain of 0.1%, behind the healthcare sector which closed up 1% and ahead of communications services which, rising 0.02%, was the session&#39;s only other gainer among the 11 major industry sectors.</p><p>The biggest decliners on the day were industrials which closed down 1.2% and materials which dropped 0.99%.</p><p>Traders have ramped up their rate hike expectations since the Fed&#39;s minutes from the December meeting appeared to signal an earlier-than-expected rate rise.</p><p>Goldman Sachs said it expects the Fed to raise rates four times in 2022, compared to its previous forecast of three.</p><p>Earlier the benchmark 10-year Treasury yield rose to its highest level in nearly two years on Monday.</p><p>After falling as much as 4.6% earlier in the session, Nasdaq heavyweight Tesla made a dramatic turnaround to close up 3%.</p><p>Meckler said retail investors appeared to flood back into the stock which had suffered after Chief Executive Elon Musk tweeted on Friday that the electric carmaker will raise the U.S. price of its advanced driver assistant software.</p><p>Nike shares closed down 4.2% after HSBC downgraded the stock to &#34;hold.&#34;</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.04-to-1 ratio; on Nasdaq, a 1.97-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 38 new 52-week highs and 5 new lows; the Nasdaq Composite recorded 69 new highs and 609 new lows.</p><p>On U.S. exchanges 12.15 billion shares changed hands compared with the 10.55 billion average for the last 20 sessions.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Nasdaq Ekes Out Gain in Late Session Comeback</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Nasdaq Ekes Out Gain in Late Session Comeback\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-11 07:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street&#39;s three major indexes staged a late-session comeback on Monday as the Nasdaq managed to eke out a tiny gain and investors swooped in to hunt for bargains, while the S&amp;P 500 and the Dow Jones Industrial Average finished well above their session lows.</p><p>After falling almost 3% earlier in the day and as much as 10.37% below its intraday record level reached on Nov. 22, the technology-heavy Nasdaq pointed sharply higher to regain all its losses for the day in afternoon trading.</p><p>While investors spent the morning fretting about rising bond yields and what this week&#39;s inflation data might mean for U.S. Federal Reserve monetary policy tightening, others took advantage of earlier nerves to buy the dip.</p><p>&#34;We&#39;ve gotten to the point where you wonder if the roller coaster has peaked and is heading straight down. But fundamentally there&#39;s a lot of buyers in this market buying on the dip,&#34; said Rick Meckler, a partner of Cherry Lane Investments, a family investment office in New Vernon, New Jersey who attributed much of the afternoon strength to retail investors buying favorite stocks such as Tesla   .</p><p>Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago also attributed the late session comeback to dip-buyers looking at U.S. Treasury yields fall from their peaks of the day.</p><p>&#34;Some of the tech names are off 5 to 10 percent or more, and people are looking at that and going that looks pretty good - time to snap them up,&#34; said Nolte.</p><p>&#34;The other thing though to keep an eye on is what happens to interest rates because that has really been what&#39;s been dragging technology. We saw little bit of a reversal late in the day in (Treasury yields). They came down just a touch and that was a little bit of a green light for tech investors,&#34; he said.</p><p>The Dow Jones Industrial Average    fell 162.79 points, or 0.45%, to 36,068.87, the S&amp;P 500    lost 6.74 points, or 0.14%, to 4,670.29 and the Nasdaq Composite    added 6.93 points, or 0.05%, to 14,942.83.</p><p>After starting the day among the biggest laggards, the S&amp;P technology index managed to eke out a tiny gain of 0.1%, behind the healthcare sector which closed up 1% and ahead of communications services which, rising 0.02%, was the session&#39;s only other gainer among the 11 major industry sectors.</p><p>The biggest decliners on the day were industrials which closed down 1.2% and materials which dropped 0.99%.</p><p>Traders have ramped up their rate hike expectations since the Fed&#39;s minutes from the December meeting appeared to signal an earlier-than-expected rate rise.</p><p>Goldman Sachs said it expects the Fed to raise rates four times in 2022, compared to its previous forecast of three.</p><p>Earlier the benchmark 10-year Treasury yield rose to its highest level in nearly two years on Monday.</p><p>After falling as much as 4.6% earlier in the session, Nasdaq heavyweight Tesla made a dramatic turnaround to close up 3%.</p><p>Meckler said retail investors appeared to flood back into the stock which had suffered after Chief Executive Elon Musk tweeted on Friday that the electric carmaker will raise the U.S. price of its advanced driver assistant software.</p><p>Nike shares closed down 4.2% after HSBC downgraded the stock to &#34;hold.&#34;</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.04-to-1 ratio; on Nasdaq, a 1.97-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 38 new 52-week highs and 5 new lows; the Nasdaq Composite recorded 69 new highs and 609 new lows.</p><p>On U.S. exchanges 12.15 billion shares changed hands compared with the 10.55 billion average for the last 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯","TSLA":"特斯拉",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2202277188","content_text":"Wall Street's three major indexes staged a late-session comeback on Monday as the Nasdaq managed to eke out a tiny gain and investors swooped in to hunt for bargains, while the S&P 500 and the Dow Jones Industrial Average finished well above their session lows.After falling almost 3% earlier in the day and as much as 10.37% below its intraday record level reached on Nov. 22, the technology-heavy Nasdaq pointed sharply higher to regain all its losses for the day in afternoon trading.While investors spent the morning fretting about rising bond yields and what this week's inflation data might mean for U.S. Federal Reserve monetary policy tightening, others took advantage of earlier nerves to buy the dip.\"We've gotten to the point where you wonder if the roller coaster has peaked and is heading straight down. But fundamentally there's a lot of buyers in this market buying on the dip,\" said Rick Meckler, a partner of Cherry Lane Investments, a family investment office in New Vernon, New Jersey who attributed much of the afternoon strength to retail investors buying favorite stocks such as Tesla   .Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago also attributed the late session comeback to dip-buyers looking at U.S. Treasury yields fall from their peaks of the day.\"Some of the tech names are off 5 to 10 percent or more, and people are looking at that and going that looks pretty good - time to snap them up,\" said Nolte.\"The other thing though to keep an eye on is what happens to interest rates because that has really been what's been dragging technology. We saw little bit of a reversal late in the day in (Treasury yields). They came down just a touch and that was a little bit of a green light for tech investors,\" he said.The Dow Jones Industrial Average    fell 162.79 points, or 0.45%, to 36,068.87, the S&P 500    lost 6.74 points, or 0.14%, to 4,670.29 and the Nasdaq Composite    added 6.93 points, or 0.05%, to 14,942.83.After starting the day among the biggest laggards, the S&P technology index managed to eke out a tiny gain of 0.1%, behind the healthcare sector which closed up 1% and ahead of communications services which, rising 0.02%, was the session's only other gainer among the 11 major industry sectors.The biggest decliners on the day were industrials which closed down 1.2% and materials which dropped 0.99%.Traders have ramped up their rate hike expectations since the Fed's minutes from the December meeting appeared to signal an earlier-than-expected rate rise.Goldman Sachs said it expects the Fed to raise rates four times in 2022, compared to its previous forecast of three.Earlier the benchmark 10-year Treasury yield rose to its highest level in nearly two years on Monday.After falling as much as 4.6% earlier in the session, Nasdaq heavyweight Tesla made a dramatic turnaround to close up 3%.Meckler said retail investors appeared to flood back into the stock which had suffered after Chief Executive Elon Musk tweeted on Friday that the electric carmaker will raise the U.S. price of its advanced driver assistant software.Nike shares closed down 4.2% after HSBC downgraded the stock to \"hold.\"Declining issues outnumbered advancing ones on the NYSE by a 2.04-to-1 ratio; on Nasdaq, a 1.97-to-1 ratio favored decliners.The S&P 500 posted 38 new 52-week highs and 5 new lows; the Nasdaq Composite recorded 69 new highs and 609 new lows.On U.S. exchanges 12.15 billion shares changed hands compared with the 10.55 billion average for the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005674115,"gmtCreate":1642299731696,"gmtModify":1676533699263,"author":{"id":"3582678890855212","authorId":"3582678890855212","name":"spdrwb","avatar":"https://static.tigerbbs.com/013ba8401d9d936a6931dc0132e28fca","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582678890855212","authorIdStr":"3582678890855212"},"themes":[],"htmlText":"Why like this&nbsp;[Cry]&nbsp;","listText":"Why like this&nbsp;[Cry]&nbsp;","text":"Why like this [Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005674115","repostId":"2203201745","repostType":4,"repost":{"id":"2203201745","kind":"highlight","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":1642201908,"share":"https://ttm.financial/m/news/2203201745?lang=&edition=fundamental","pubTime":"2022-01-15 07:11","market":"us","language":"en","title":"US STOCKS-Dow Closes Lower after Disappointing Bank Results","url":"https://stock-news.laohu8.com/highlight/detail?id=2203201745","media":"Reuters","summary":"The Dow closed lower with a big drag from financial stocks as investors were disappointed by fourth quarter results from big U.S. banks, which cast a shadow over the earnings season kick-off.The Nasda","content":"<html><head></head><body><p>The Dow closed lower with a big drag from financial stocks as investors were disappointed by fourth quarter results from big U.S. banks, which cast a shadow over the earnings season kick-off.</p><p>The Nasdaq and the S&amp;P regained lost ground in afternoon trading to close higher. Meanwhile the consumer discretionary</p><p>also put pressure on major indexes after morning data showed a December decline in retail sales and a souring of consumer sentiment.</p><p>JPMorgan Chase &amp; Co tumbled after reporting weaker performance at its trading arm. The bellwether lender also warned that soaring inflation, the looming threat of Omicron and trading revenues would challenge industry growth in coming months.</p><p>Along with JPMorgan, big decliners putting pressure on the Dow included Goldman Sachs, American Express and Home Depot.</p><p>$Citigroup Inc(C-N)$ shares fell after it reported a 26% drop in fourth-quarter profit, while asset manager BlackRock Inc</p><p>fell after missing quarterly revenue expectations.</p><p>The earnings kick-off had investors taking profits in the S&amp;P 500 bank subsector after it had hit an intraday high in the previous session. Financial stocks had been outperforming the S&amp;P recently as investors bet that the Federal Reserve&#39;s expected interest rate hikes will boost bank profits.</p><p>&#34;The bar was very high going into (JPMorgan) results. On the surface it was good but, under the hood, not so much,&#34; said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles. In the interest rate hiking cycle expected this year &#34;positioning was very crowded on the long side&#34; going into the earnings season.</p><p>For consumer stock weakness, James pointed to &#34;clearly disappointing&#34; retail sales, which dropped 1.9% last month due to shortages of goods and an explosion of COVID-19 infections.</p><p>Separate data showed soaring inflation hit U.S. consumer sentiment in January, pushing it to its second lowest level in a decade.</p><p>Retail sales and bank loan growth raised doubts about the economic outlook for the current quarter and 2022 for Keith Buchanan, portfolio manager at Globalt in Atlanta.</p><p>&#34;The question is, does the economy have enough strength to get through the risk Omicron brings as fiscal and monetary stimulus is rolling off,&#34; Buchanan said.</p><p>According to preliminary data, the S&amp;P 500 gained 2.89 points, or 0.06%, to end at 4,661.92 points, while the Nasdaq Composite gained 81.98 points, or 0.55%, to 14,889.73. The Dow Jones Industrial Average fell 208.43 points, or 0.58%, to 35,905.19.</p><p>Analysts see S&amp;P 500 companies earnings rising 23.1% in the fourth quarter, according to IBES data from Refinitiv.</p><p>One bright spot in the bank sector on Friday however was Wells Fargo &amp; Co, which gained ground after posting a bigger-than-expected rise in fourth-quarter profit.</p><p>Casino operators Las Vegas Sands, Melco Resorts and Wynn Resorts rallied after Macau&#39;s government capped the number of new casino operators allowed to operate to six for a period of 10 years.</p><p>U.S. stock markets will remain shut on Monday for the public holiday in honor of Martin Luther King.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Dow Closes Lower after Disappointing Bank Results</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Dow Closes Lower after Disappointing Bank Results\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-15 07:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Dow closed lower with a big drag from financial stocks as investors were disappointed by fourth quarter results from big U.S. banks, which cast a shadow over the earnings season kick-off.</p><p>The Nasdaq and the S&amp;P regained lost ground in afternoon trading to close higher. Meanwhile the consumer discretionary</p><p>also put pressure on major indexes after morning data showed a December decline in retail sales and a souring of consumer sentiment.</p><p>JPMorgan Chase &amp; Co tumbled after reporting weaker performance at its trading arm. The bellwether lender also warned that soaring inflation, the looming threat of Omicron and trading revenues would challenge industry growth in coming months.</p><p>Along with JPMorgan, big decliners putting pressure on the Dow included Goldman Sachs, American Express and Home Depot.</p><p>$Citigroup Inc(C-N)$ shares fell after it reported a 26% drop in fourth-quarter profit, while asset manager BlackRock Inc</p><p>fell after missing quarterly revenue expectations.</p><p>The earnings kick-off had investors taking profits in the S&amp;P 500 bank subsector after it had hit an intraday high in the previous session. Financial stocks had been outperforming the S&amp;P recently as investors bet that the Federal Reserve&#39;s expected interest rate hikes will boost bank profits.</p><p>&#34;The bar was very high going into (JPMorgan) results. On the surface it was good but, under the hood, not so much,&#34; said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles. In the interest rate hiking cycle expected this year &#34;positioning was very crowded on the long side&#34; going into the earnings season.</p><p>For consumer stock weakness, James pointed to &#34;clearly disappointing&#34; retail sales, which dropped 1.9% last month due to shortages of goods and an explosion of COVID-19 infections.</p><p>Separate data showed soaring inflation hit U.S. consumer sentiment in January, pushing it to its second lowest level in a decade.</p><p>Retail sales and bank loan growth raised doubts about the economic outlook for the current quarter and 2022 for Keith Buchanan, portfolio manager at Globalt in Atlanta.</p><p>&#34;The question is, does the economy have enough strength to get through the risk Omicron brings as fiscal and monetary stimulus is rolling off,&#34; Buchanan said.</p><p>According to preliminary data, the S&amp;P 500 gained 2.89 points, or 0.06%, to end at 4,661.92 points, while the Nasdaq Composite gained 81.98 points, or 0.55%, to 14,889.73. The Dow Jones Industrial Average fell 208.43 points, or 0.58%, to 35,905.19.</p><p>Analysts see S&amp;P 500 companies earnings rising 23.1% in the fourth quarter, according to IBES data from Refinitiv.</p><p>One bright spot in the bank sector on Friday however was Wells Fargo &amp; Co, which gained ground after posting a bigger-than-expected rise in fourth-quarter profit.</p><p>Casino operators Las Vegas Sands, Melco Resorts and Wynn Resorts rallied after Macau&#39;s government capped the number of new casino operators allowed to operate to six for a period of 10 years.</p><p>U.S. stock markets will remain shut on Monday for the public holiday in honor of Martin Luther King.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GS":"高盛",".DJI":"道琼斯","BK4083":"家庭装潢零售",".IXIC":"NASDAQ Composite","HD":"家得宝","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","BK4567":"ESG概念","AXP":"美国运通","BK4166":"消费信贷",".SPX":"S&P 500 Index","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","SPY":"标普500ETF","BK4504":"桥水持仓","BK4566":"资本集团"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2203201745","content_text":"The Dow closed lower with a big drag from financial stocks as investors were disappointed by fourth quarter results from big U.S. banks, which cast a shadow over the earnings season kick-off.The Nasdaq and the S&P regained lost ground in afternoon trading to close higher. Meanwhile the consumer discretionaryalso put pressure on major indexes after morning data showed a December decline in retail sales and a souring of consumer sentiment.JPMorgan Chase & Co tumbled after reporting weaker performance at its trading arm. The bellwether lender also warned that soaring inflation, the looming threat of Omicron and trading revenues would challenge industry growth in coming months.Along with JPMorgan, big decliners putting pressure on the Dow included Goldman Sachs, American Express and Home Depot.$Citigroup Inc(C-N)$ shares fell after it reported a 26% drop in fourth-quarter profit, while asset manager BlackRock Incfell after missing quarterly revenue expectations.The earnings kick-off had investors taking profits in the S&P 500 bank subsector after it had hit an intraday high in the previous session. Financial stocks had been outperforming the S&P recently as investors bet that the Federal Reserve's expected interest rate hikes will boost bank profits.\"The bar was very high going into (JPMorgan) results. On the surface it was good but, under the hood, not so much,\" said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles. In the interest rate hiking cycle expected this year \"positioning was very crowded on the long side\" going into the earnings season.For consumer stock weakness, James pointed to \"clearly disappointing\" retail sales, which dropped 1.9% last month due to shortages of goods and an explosion of COVID-19 infections.Separate data showed soaring inflation hit U.S. consumer sentiment in January, pushing it to its second lowest level in a decade.Retail sales and bank loan growth raised doubts about the economic outlook for the current quarter and 2022 for Keith Buchanan, portfolio manager at Globalt in Atlanta.\"The question is, does the economy have enough strength to get through the risk Omicron brings as fiscal and monetary stimulus is rolling off,\" Buchanan said.According to preliminary data, the S&P 500 gained 2.89 points, or 0.06%, to end at 4,661.92 points, while the Nasdaq Composite gained 81.98 points, or 0.55%, to 14,889.73. The Dow Jones Industrial Average fell 208.43 points, or 0.58%, to 35,905.19.Analysts see S&P 500 companies earnings rising 23.1% in the fourth quarter, according to IBES data from Refinitiv.One bright spot in the bank sector on Friday however was Wells Fargo & Co, which gained ground after posting a bigger-than-expected rise in fourth-quarter profit.Casino operators Las Vegas Sands, Melco Resorts and Wynn Resorts rallied after Macau's government capped the number of new casino operators allowed to operate to six for a period of 10 years.U.S. stock markets will remain shut on Monday for the public holiday in honor of Martin Luther King.","news_type":1},"isVote":1,"tweetType":1,"viewCount":841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004815316,"gmtCreate":1642553672217,"gmtModify":1676533721942,"author":{"id":"3582678890855212","authorId":"3582678890855212","name":"spdrwb","avatar":"https://static.tigerbbs.com/013ba8401d9d936a6931dc0132e28fca","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582678890855212","authorIdStr":"3582678890855212"},"themes":[],"htmlText":"Woah down down up?[Surprised]&nbsp;","listText":"Woah down down up?[Surprised]&nbsp;","text":"Woah down down up?[Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004815316","repostId":"2204408493","repostType":4,"repost":{"id":"2204408493","kind":"highlight","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":1642541163,"share":"https://ttm.financial/m/news/2204408493?lang=&edition=fundamental","pubTime":"2022-01-19 05:26","market":"us","language":"en","title":"US STOCKS-Wall St Sinks as Yields Spike, Financials Fall after Goldman Miss","url":"https://stock-news.laohu8.com/highlight/detail?id=2204408493","media":"Reuters","summary":"* Nasdaq ends down 9.7% from Nov 19 record close* Goldman shares tumble as profit hit by weaker trad","content":"<html><head></head><body><p>* Nasdaq ends down 9.7% from Nov 19 record close</p><p>* Goldman shares tumble as profit hit by weaker trading</p><p>* Benchmark U.S. Treasury yields jump to two-year highs</p><p>* Activision soars on $68.7 billion Microsoft deal</p><p>* Indexes down: Dow 1.51%, S&amp;P 1.84%, Nasdaq 2.6%</p><p>By Lewis Krauskopf, Bansari Mayur Kamdar and Shreyashi Sanyal</p><p>Jan 18 (Reuters) - Wall Street&#39;s main indexes fell sharply on Tuesday as weak results from Goldman Sachs weighed on financial stocks and tech shares continued their sell-off to start the year as U.S. Treasury yields rose to milestones.</p><p>The Nasdaq dropped most among major indexes on Tuesday and now has fallen about 9.7% from its Nov. 19 record closing high, close to confirming a 10% correction for the first time since early 2021. The tech-heavy index also closed below its 200-day moving average, a key technical support level, for the first time since April 2020.</p><p>Goldman Sachs shares tumbled 7% after the investment bank missed quarterly profit expectations amid weak trading activity. The financials sector   , which has been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the better-performing groups in 2022, dropped 2.3%.</p><p>“The financials crumbling a little bit under the weight of less-than-impressive earnings quarters is probably the biggest factor today,” said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana. “When you have taken out potentially one of the areas that actually was working here, that kind of casts a pall on the market.”</p><p>Benchmark U.S. Treasury yields jumped to two-year highs and two-year yields breached 1% as traders prepared for the Federal Reserve to be more aggressive in tackling unabated inflation.</p><p>The steep ascent in yields to start 2022 has weighed in particular on tech and growth stocks, whose future expected cash flows are discounted more sharply as yields rise.</p><p>“The hot inflation prints have spooked the market that the Fed is going to move and so we are seeing this rise in yields,” said Mona Mahajan, senior investment strategist at Edward Jones.</p><p>&#34;It’s not only the rise in yields but the rapid rise in yields ... that really does cause some indigestion in the market, but particularly in growth, higher valuation, more speculative asset classes,” Mahajan said.</p><p>The Dow Jones Industrial Average    fell 543.34 points, or 1.51%, to 35,368.47, the S&amp;P 500    lost 85.74 points, or 1.84%, to 4,577.11 and the Nasdaq Composite    dropped 386.86 points, or 2.6%, to 14,506.90.</p><p>Of 11 S&amp;P 500 sectors, 10 ended lower, with technology falling the most. Energy   , the top-percentage gainer so far in 2022, was the lone sector in positive territory, rising 0.4%.</p><p>Declines in megacap stocks, including Microsoft   , Apple    and <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>   , weighed heavily on the S&amp;P 500 among individual shares.</p><p>A BofA survey showed that fund managers had cut their overweight positions in tech to their lowest levels since 2008, while another survey by Deutsche Bank found that a majority of respondents believed U.S. technology stocks are in bubble territory.</p><p>Investors are zeroing in on next week&#39;s Fed policy meeting for more clarity on central bankers&#39; next moves to rein in inflation. Data last week showed U.S. consumer prices increased solidly in December, culminating in the largest annual rise in inflation in nearly four decades.</p><p>In company news, Activision    shares soared nearly 26% after Microsoft    announced a deal to buy the video-game maker for $68.7 billion. Shares of other video game companies rose, with Electronic Arts    up 2.7% and <a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a>    up 1%. Microsoft shares fell 2.4%.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 5.52-to-1 ratio; on Nasdaq, a 4.93-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 34 new 52-week highs and nine new lows; the Nasdaq Composite recorded 69 new highs and 611 new lows.</p><p>About 11.9 billion shares changed hands in U.S. exchanges, compared with the 10 billion daily average over the last 20 sessions.</p><p>Goldman profit hit by weaker trading, rising expenses; shares tumble.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall St Sinks as Yields Spike, Financials Fall after Goldman Miss</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall St Sinks as Yields Spike, Financials Fall after Goldman Miss\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-19 05:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Nasdaq ends down 9.7% from Nov 19 record close</p><p>* Goldman shares tumble as profit hit by weaker trading</p><p>* Benchmark U.S. Treasury yields jump to two-year highs</p><p>* Activision soars on $68.7 billion Microsoft deal</p><p>* Indexes down: Dow 1.51%, S&amp;P 1.84%, Nasdaq 2.6%</p><p>By Lewis Krauskopf, Bansari Mayur Kamdar and Shreyashi Sanyal</p><p>Jan 18 (Reuters) - Wall Street&#39;s main indexes fell sharply on Tuesday as weak results from Goldman Sachs weighed on financial stocks and tech shares continued their sell-off to start the year as U.S. Treasury yields rose to milestones.</p><p>The Nasdaq dropped most among major indexes on Tuesday and now has fallen about 9.7% from its Nov. 19 record closing high, close to confirming a 10% correction for the first time since early 2021. The tech-heavy index also closed below its 200-day moving average, a key technical support level, for the first time since April 2020.</p><p>Goldman Sachs shares tumbled 7% after the investment bank missed quarterly profit expectations amid weak trading activity. The financials sector   , which has been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the better-performing groups in 2022, dropped 2.3%.</p><p>“The financials crumbling a little bit under the weight of less-than-impressive earnings quarters is probably the biggest factor today,” said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana. “When you have taken out potentially one of the areas that actually was working here, that kind of casts a pall on the market.”</p><p>Benchmark U.S. Treasury yields jumped to two-year highs and two-year yields breached 1% as traders prepared for the Federal Reserve to be more aggressive in tackling unabated inflation.</p><p>The steep ascent in yields to start 2022 has weighed in particular on tech and growth stocks, whose future expected cash flows are discounted more sharply as yields rise.</p><p>“The hot inflation prints have spooked the market that the Fed is going to move and so we are seeing this rise in yields,” said Mona Mahajan, senior investment strategist at Edward Jones.</p><p>&#34;It’s not only the rise in yields but the rapid rise in yields ... that really does cause some indigestion in the market, but particularly in growth, higher valuation, more speculative asset classes,” Mahajan said.</p><p>The Dow Jones Industrial Average    fell 543.34 points, or 1.51%, to 35,368.47, the S&amp;P 500    lost 85.74 points, or 1.84%, to 4,577.11 and the Nasdaq Composite    dropped 386.86 points, or 2.6%, to 14,506.90.</p><p>Of 11 S&amp;P 500 sectors, 10 ended lower, with technology falling the most. Energy   , the top-percentage gainer so far in 2022, was the lone sector in positive territory, rising 0.4%.</p><p>Declines in megacap stocks, including Microsoft   , Apple    and <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>   , weighed heavily on the S&amp;P 500 among individual shares.</p><p>A BofA survey showed that fund managers had cut their overweight positions in tech to their lowest levels since 2008, while another survey by Deutsche Bank found that a majority of respondents believed U.S. technology stocks are in bubble territory.</p><p>Investors are zeroing in on next week&#39;s Fed policy meeting for more clarity on central bankers&#39; next moves to rein in inflation. Data last week showed U.S. consumer prices increased solidly in December, culminating in the largest annual rise in inflation in nearly four decades.</p><p>In company news, Activision    shares soared nearly 26% after Microsoft    announced a deal to buy the video-game maker for $68.7 billion. Shares of other video game companies rose, with Electronic Arts    up 2.7% and <a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a>    up 1%. Microsoft shares fell 2.4%.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 5.52-to-1 ratio; on Nasdaq, a 4.93-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 34 new 52-week highs and nine new lows; the Nasdaq Composite recorded 69 new highs and 611 new lows.</p><p>About 11.9 billion shares changed hands in U.S. exchanges, compared with the 10 billion daily average over the last 20 sessions.</p><p>Goldman profit hit by weaker trading, rising expenses; shares tumble.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","BK4127":"投资银行业与经纪业",".SPX":"S&P 500 Index","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4552":"Archegos爆仓风波概念","BK4504":"桥水持仓",".DJI":"道琼斯","GS":"高盛"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204408493","content_text":"* Nasdaq ends down 9.7% from Nov 19 record close* Goldman shares tumble as profit hit by weaker trading* Benchmark U.S. Treasury yields jump to two-year highs* Activision soars on $68.7 billion Microsoft deal* Indexes down: Dow 1.51%, S&P 1.84%, Nasdaq 2.6%By Lewis Krauskopf, Bansari Mayur Kamdar and Shreyashi SanyalJan 18 (Reuters) - Wall Street's main indexes fell sharply on Tuesday as weak results from Goldman Sachs weighed on financial stocks and tech shares continued their sell-off to start the year as U.S. Treasury yields rose to milestones.The Nasdaq dropped most among major indexes on Tuesday and now has fallen about 9.7% from its Nov. 19 record closing high, close to confirming a 10% correction for the first time since early 2021. The tech-heavy index also closed below its 200-day moving average, a key technical support level, for the first time since April 2020.Goldman Sachs shares tumbled 7% after the investment bank missed quarterly profit expectations amid weak trading activity. The financials sector   , which has been one of the better-performing groups in 2022, dropped 2.3%.“The financials crumbling a little bit under the weight of less-than-impressive earnings quarters is probably the biggest factor today,” said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana. “When you have taken out potentially one of the areas that actually was working here, that kind of casts a pall on the market.”Benchmark U.S. Treasury yields jumped to two-year highs and two-year yields breached 1% as traders prepared for the Federal Reserve to be more aggressive in tackling unabated inflation.The steep ascent in yields to start 2022 has weighed in particular on tech and growth stocks, whose future expected cash flows are discounted more sharply as yields rise.“The hot inflation prints have spooked the market that the Fed is going to move and so we are seeing this rise in yields,” said Mona Mahajan, senior investment strategist at Edward Jones.\"It’s not only the rise in yields but the rapid rise in yields ... that really does cause some indigestion in the market, but particularly in growth, higher valuation, more speculative asset classes,” Mahajan said.The Dow Jones Industrial Average    fell 543.34 points, or 1.51%, to 35,368.47, the S&P 500    lost 85.74 points, or 1.84%, to 4,577.11 and the Nasdaq Composite    dropped 386.86 points, or 2.6%, to 14,506.90.Of 11 S&P 500 sectors, 10 ended lower, with technology falling the most. Energy   , the top-percentage gainer so far in 2022, was the lone sector in positive territory, rising 0.4%.Declines in megacap stocks, including Microsoft   , Apple    and Meta Platforms   , weighed heavily on the S&P 500 among individual shares.A BofA survey showed that fund managers had cut their overweight positions in tech to their lowest levels since 2008, while another survey by Deutsche Bank found that a majority of respondents believed U.S. technology stocks are in bubble territory.Investors are zeroing in on next week's Fed policy meeting for more clarity on central bankers' next moves to rein in inflation. Data last week showed U.S. consumer prices increased solidly in December, culminating in the largest annual rise in inflation in nearly four decades.In company news, Activision    shares soared nearly 26% after Microsoft    announced a deal to buy the video-game maker for $68.7 billion. Shares of other video game companies rose, with Electronic Arts    up 2.7% and Take-Two Interactive Software    up 1%. Microsoft shares fell 2.4%.Declining issues outnumbered advancing ones on the NYSE by a 5.52-to-1 ratio; on Nasdaq, a 4.93-to-1 ratio favored decliners.The S&P 500 posted 34 new 52-week highs and nine new lows; the Nasdaq Composite recorded 69 new highs and 611 new lows.About 11.9 billion shares changed hands in U.S. exchanges, compared with the 10 billion daily average over the last 20 sessions.Goldman profit hit by weaker trading, rising expenses; shares tumble.","news_type":1},"isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002571010,"gmtCreate":1642052449741,"gmtModify":1676533676338,"author":{"id":"3582678890855212","authorId":"3582678890855212","name":"spdrwb","avatar":"https://static.tigerbbs.com/013ba8401d9d936a6931dc0132e28fca","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582678890855212","authorIdStr":"3582678890855212"},"themes":[],"htmlText":"Up we go[Miser]&nbsp;","listText":"Up we go[Miser]&nbsp;","text":"Up we go[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002571010","repostId":"1196267507","repostType":4,"repost":{"id":"1196267507","kind":"news","pubTimestamp":1642044040,"share":"https://ttm.financial/m/news/1196267507?lang=&edition=fundamental","pubTime":"2022-01-13 11:20","market":"us","language":"en","title":"Tesla Could Be On The Path To $2,500 By 2025","url":"https://stock-news.laohu8.com/highlight/detail?id=1196267507","media":"Seeking Alpha","summary":"SummaryTesla recently announced blockbuster production and deliveries numbers for the fourth quarter","content":"<html><head></head><body><p>Summary</p><ul><li>Tesla recently announced blockbuster production and deliveries numbers for the fourth quarter.</li><li>The company smashed consensus analysts&#39; expectations by 16% and expanded delivery numbers by a whopping 72% over last year.</li><li>Tesla&#39;s earnings numbers should come out later this month, but most analysts&#39; figures seem very low.</li><li>I expect Tesla to surpass consensus figures by a notable margin, and the company&#39;s stock price should get a considerable boost.</li><li>Moreover, I expect Tesla to continue beating consensus expectations in future quarters, and its stock price should continue trending higher in the coming years.</li></ul><p>Earlier this month, Tesla (TSLA) announced excellent vehicle production and deliveries numbers. The company crushed consensus deliveries estimates by a whopping 16%. However, the company&#39;s share price slumped after the blockbuster report due to a broad market selloff. Tesla will report fourth quarter revenues and EPS in a couple of weeks, and while many analysts raised their forecast, I believe that the company can still beat consensus figures. Moreover, the company should continue to guide higher and report better than anticipated numbers as we advance in 2022 and beyond. Therefore, the company&#39;s stock price will likely move higher into earnings and should move on to new ATHs after the report. Additionally, Tesla&#39;s stock price should push substantially higher over the next several years as the company advances into the future.</p><p><b>Tesla&#39;s Post-Deliveries Report Selloff</b></p><p>You would think that after such a blockbuster report, the company&#39;s stock price would fly higher and break out to new ATHs. However, that was not the case here. We saw an initial jump to $1,200, but a sharp reversal briefly knocked shares to below $1,000. It&#39;s important to note that this abrupt correction of around 20% essentially began when the Fed&#39;s hawkish minutes came over the wire. Therefore, the recent pullback in the stock was not Tesla related but resulted from a broader stock market decline. Now that market conditions appear to have stabilized, the company&#39;s stock should recover and proceed higher into Q4 earnings. Provided that the stock market continues to stabilize here, I expect Tesla&#39;s shares to break out to new ATHs following the upcoming earnings announcement.</p><p>Tesla&#39;s Blockbuster Numbers</p><p>Tesla delivered308,600 total vehicles last quarter, a whopping 72% increase over last year. This report considerably topped consensus estimates for267,000 total vehicles. Tesla&#39;s stellar results indicate that demand for its cars remains highly robust. Moreover, the company&#39;s production capacity continues to expand, implying that Tesla&#39;s revenues should grow substantially in future years.<img src=\"https://static.tigerbbs.com/78deec83b6cd9bea00a0c25c9dd01d29\" tg-width=\"640\" tg-height=\"481\" width=\"100%\" height=\"auto\"/>Tesla&#39;s full-year numbers (936,172 total vehicles) illustrate how close the company came to selling one million cars last year. In total, the company&#39;s 2021 deliveries surpassed the previous year&#39;s results by a staggering 87%. In Q4, the company sold 11,750 Model S/X vehicles and 296,850 Model 3/Y cars.</p><p><b>Tesla Worldwide Deliveries 2016-2021</b><img src=\"https://static.tigerbbs.com/9a775969e4e716fb67c68909207d3879\" tg-width=\"640\" tg-height=\"409\" width=\"100%\" height=\"auto\"/>We see the phenomenal YoY growth in Tesla deliveries here. Remarkably, Tesla&#39;s deliveries have surged by more than 1,100% over the last five years. Given the company&#39;s past performance and rapid anticipated growth, we should continue to see substantial delivery increases in future years. Therefore, we should continue to see higher levels in Tesla&#39;s stock price as the company advances.</p><p><b>What To Expect From Q4 Earnings</b></p><p>Last quarter, my EPS estimate was off by one cent.So, let&#39;s see if we can hit the bullseye this time. The company delivered 11,750 Model S/X vehicles, of which 17% were subject to lease accounting. Therefore, Tesla sold around 9,753 cars in its Model S/X segment last quarter. Tesla&#39;s Model S/X segment average selling price (&#34;ASP&#34;) has increased recently. Thus, we will apply an ASP of $115K for the Model S/X segment. Using this ASP provides us with an approximate<b>$1.12 billion</b> in revenues for Tesla&#39;s luxury upscale segment.</p><p>In the Model 3/Y segment, leasing accounted for about 5% of deliveries. Therefore, last quarter, Tesla sold roughly 282,000 vehicles in its Model 3/Y unit. Implementing an ASP of $50K implies that Tesla derived approximately<b>$14.1 billion</b>in revenues from the Model 3/Y segment last quarter. Once we approximate Tesla&#39;s revenues, gross margin, and expenses in other businesses, we can estimate what the company should deliver in revenues and EPS for the fourth quarter.</p><p><b>Tesla Q3 vs. Q4 Estimates</b><img src=\"https://static.tigerbbs.com/d60e1b4fd8520fc9b456cab235c429de\" tg-width=\"640\" tg-height=\"685\" width=\"100%\" height=\"auto\"/>Provided Tesla&#39;s deliveries numbers and my ASP estimates, we arrived at $15.3 billion in revenues for Models S/3/X/Y sales alone. Once we added $450 million in leasing and $400 million in regulatory credit revenues, we came up to $16.15 billion in total automotive sales revenues. After we computed energy generation and storage plus Tesla&#39;s services and other segments, we arrived at an <b>$18 billion revenue</b> figure for Q4.</p><p>While my revenue estimate is notably higher than the current$16.31 billion consensus number, my revenue figure is still lower than some higher-end calls that exceed $18.25 billion. If Tesla meets consensus figures, it will be a 52% YoY rise in revenues, and if the company meets my projections, we will see a 68% YoY surge in sales.</p><p><b>Revenue Estimates</b><img src=\"https://static.tigerbbs.com/3336d4fe66b1b66bc713185b2cc033b7\" tg-width=\"640\" tg-height=\"348\" width=\"100%\" height=\"auto\"/>We see that many analysts expect robust double-digit revenue growth to continue in future quarters and years. However, many analyst figures are still relatively low to what the company will likely achieve. After all, we continuously see upward revisions in Tesla&#39;s revenue and EPS estimates, and this trend will likely continue as the company progresses.</p><p><b>EPS Revisions</b><img src=\"https://static.tigerbbs.com/b5379c5f472ef03b4ff34c4b1582950e\" tg-width=\"640\" tg-height=\"371\" width=\"100%\" height=\"auto\"/>We see a wide range of EPS estimates for Q4, and in general, for Tesla. The mid-range is $2.28, while higher-end estimates go all the way up to around $3. My EPS estimate is $2.66, which is about 17% above consensus figures, representing a 233% YoY EPS increase.</p><p>The Bottom Line</p><p>Tesla has shown a tenacity for surpassing analyst estimates in recent quarters. The company has exceeded consensus expectations by an average of14% in its last four quarters, and this trend of outperformance will likely continue. Moreover, Tesla delivered a much better than anticipated production and deliveries report for the fourth quarter. The results suggest that Tesla should provide more substantial Q4 revenues than many analysts envision. The revenue increase should translate to a better than anticipated EPS result, reflecting positively on Tesla&#39;s stock price. I expect Tesla to post revenues of around <b>$18 billion</b> with an EPS of about $2.66. This dynamic should enable Tesla&#39;s stock price to move to new ATHs. Moreover, as Tesla grows revenues and expands EPS in future years, its stock price should appreciate considerably.</p><p><b>Here is what Tesla&#39;s financials could look like in future years:</b><img src=\"https://static.tigerbbs.com/1f3447487e84ee2025bfd29d638e023d\" tg-width=\"609\" tg-height=\"313\" width=\"100%\" height=\"auto\"/>My higher EPS and share price appreciation estimates are more aggressive than my prior analyses. However, we see Tesla performing and delivering better than expected. Furthermore, I was overly conservative in my EPS projections in previous articles. Tesla could provide close to $30 in EPS in 2025, and even if we lower the company&#39;s forward P/E multiple substantially, we still arrive at a notably higher stock price than we see now. If Tesla continues delivering and surpassing analysts&#39; expectations, I expect the company&#39;s stock price to be around <b>$2,500 in 2025</b>.</p><p>Risks To Tesla</p><p>Risks exist for Tesla, and there are quite a few. While I estimate that the company can earn close to $30 per share in 2025, the company is very far from such figures right now. Therefore, there&#39;s the risk that Tesla will not illustrate the kind of earnings growth I envision. A slowdown in demand, increased competition, supply issues, decreased growth, and other variables are all risks we should consider before betting on Tesla to grow EPS several-fold through 2025. Serious concerns could cause Tesla&#39;s valuation to lose altitude, and the company&#39;s share price could even head in reverse if any serious issues should arise. Therefore, one should consider the risks carefully before committing any capital to a Tesla investment.</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>Tesla Could Be On The Path To $2,500 By 2025</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Could Be On The Path To $2,500 By 2025\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-13 11:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4479272-tesla-on-path-to-2500-by-2025><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla recently announced blockbuster production and deliveries numbers for the fourth quarter.The company smashed consensus analysts' expectations by 16% and expanded delivery numbers by a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4479272-tesla-on-path-to-2500-by-2025\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4479272-tesla-on-path-to-2500-by-2025","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1196267507","content_text":"SummaryTesla recently announced blockbuster production and deliveries numbers for the fourth quarter.The company smashed consensus analysts' expectations by 16% and expanded delivery numbers by a whopping 72% over last year.Tesla's earnings numbers should come out later this month, but most analysts' figures seem very low.I expect Tesla to surpass consensus figures by a notable margin, and the company's stock price should get a considerable boost.Moreover, I expect Tesla to continue beating consensus expectations in future quarters, and its stock price should continue trending higher in the coming years.Earlier this month, Tesla (TSLA) announced excellent vehicle production and deliveries numbers. The company crushed consensus deliveries estimates by a whopping 16%. However, the company's share price slumped after the blockbuster report due to a broad market selloff. Tesla will report fourth quarter revenues and EPS in a couple of weeks, and while many analysts raised their forecast, I believe that the company can still beat consensus figures. Moreover, the company should continue to guide higher and report better than anticipated numbers as we advance in 2022 and beyond. Therefore, the company's stock price will likely move higher into earnings and should move on to new ATHs after the report. Additionally, Tesla's stock price should push substantially higher over the next several years as the company advances into the future.Tesla's Post-Deliveries Report SelloffYou would think that after such a blockbuster report, the company's stock price would fly higher and break out to new ATHs. However, that was not the case here. We saw an initial jump to $1,200, but a sharp reversal briefly knocked shares to below $1,000. It's important to note that this abrupt correction of around 20% essentially began when the Fed's hawkish minutes came over the wire. Therefore, the recent pullback in the stock was not Tesla related but resulted from a broader stock market decline. Now that market conditions appear to have stabilized, the company's stock should recover and proceed higher into Q4 earnings. Provided that the stock market continues to stabilize here, I expect Tesla's shares to break out to new ATHs following the upcoming earnings announcement.Tesla's Blockbuster NumbersTesla delivered308,600 total vehicles last quarter, a whopping 72% increase over last year. This report considerably topped consensus estimates for267,000 total vehicles. Tesla's stellar results indicate that demand for its cars remains highly robust. Moreover, the company's production capacity continues to expand, implying that Tesla's revenues should grow substantially in future years.Tesla's full-year numbers (936,172 total vehicles) illustrate how close the company came to selling one million cars last year. In total, the company's 2021 deliveries surpassed the previous year's results by a staggering 87%. In Q4, the company sold 11,750 Model S/X vehicles and 296,850 Model 3/Y cars.Tesla Worldwide Deliveries 2016-2021We see the phenomenal YoY growth in Tesla deliveries here. Remarkably, Tesla's deliveries have surged by more than 1,100% over the last five years. Given the company's past performance and rapid anticipated growth, we should continue to see substantial delivery increases in future years. Therefore, we should continue to see higher levels in Tesla's stock price as the company advances.What To Expect From Q4 EarningsLast quarter, my EPS estimate was off by one cent.So, let's see if we can hit the bullseye this time. The company delivered 11,750 Model S/X vehicles, of which 17% were subject to lease accounting. Therefore, Tesla sold around 9,753 cars in its Model S/X segment last quarter. Tesla's Model S/X segment average selling price (\"ASP\") has increased recently. Thus, we will apply an ASP of $115K for the Model S/X segment. Using this ASP provides us with an approximate$1.12 billion in revenues for Tesla's luxury upscale segment.In the Model 3/Y segment, leasing accounted for about 5% of deliveries. Therefore, last quarter, Tesla sold roughly 282,000 vehicles in its Model 3/Y unit. Implementing an ASP of $50K implies that Tesla derived approximately$14.1 billionin revenues from the Model 3/Y segment last quarter. Once we approximate Tesla's revenues, gross margin, and expenses in other businesses, we can estimate what the company should deliver in revenues and EPS for the fourth quarter.Tesla Q3 vs. Q4 EstimatesProvided Tesla's deliveries numbers and my ASP estimates, we arrived at $15.3 billion in revenues for Models S/3/X/Y sales alone. Once we added $450 million in leasing and $400 million in regulatory credit revenues, we came up to $16.15 billion in total automotive sales revenues. After we computed energy generation and storage plus Tesla's services and other segments, we arrived at an $18 billion revenue figure for Q4.While my revenue estimate is notably higher than the current$16.31 billion consensus number, my revenue figure is still lower than some higher-end calls that exceed $18.25 billion. If Tesla meets consensus figures, it will be a 52% YoY rise in revenues, and if the company meets my projections, we will see a 68% YoY surge in sales.Revenue EstimatesWe see that many analysts expect robust double-digit revenue growth to continue in future quarters and years. However, many analyst figures are still relatively low to what the company will likely achieve. After all, we continuously see upward revisions in Tesla's revenue and EPS estimates, and this trend will likely continue as the company progresses.EPS RevisionsWe see a wide range of EPS estimates for Q4, and in general, for Tesla. The mid-range is $2.28, while higher-end estimates go all the way up to around $3. My EPS estimate is $2.66, which is about 17% above consensus figures, representing a 233% YoY EPS increase.The Bottom LineTesla has shown a tenacity for surpassing analyst estimates in recent quarters. The company has exceeded consensus expectations by an average of14% in its last four quarters, and this trend of outperformance will likely continue. Moreover, Tesla delivered a much better than anticipated production and deliveries report for the fourth quarter. The results suggest that Tesla should provide more substantial Q4 revenues than many analysts envision. The revenue increase should translate to a better than anticipated EPS result, reflecting positively on Tesla's stock price. I expect Tesla to post revenues of around $18 billion with an EPS of about $2.66. This dynamic should enable Tesla's stock price to move to new ATHs. Moreover, as Tesla grows revenues and expands EPS in future years, its stock price should appreciate considerably.Here is what Tesla's financials could look like in future years:My higher EPS and share price appreciation estimates are more aggressive than my prior analyses. However, we see Tesla performing and delivering better than expected. Furthermore, I was overly conservative in my EPS projections in previous articles. Tesla could provide close to $30 in EPS in 2025, and even if we lower the company's forward P/E multiple substantially, we still arrive at a notably higher stock price than we see now. If Tesla continues delivering and surpassing analysts' expectations, I expect the company's stock price to be around $2,500 in 2025.Risks To TeslaRisks exist for Tesla, and there are quite a few. While I estimate that the company can earn close to $30 per share in 2025, the company is very far from such figures right now. Therefore, there's the risk that Tesla will not illustrate the kind of earnings growth I envision. A slowdown in demand, increased competition, supply issues, decreased growth, and other variables are all risks we should consider before betting on Tesla to grow EPS several-fold through 2025. Serious concerns could cause Tesla's valuation to lose altitude, and the company's share price could even head in reverse if any serious issues should arise. Therefore, one should consider the risks carefully before committing any capital to a Tesla investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005993855,"gmtCreate":1642133723052,"gmtModify":1676533685312,"author":{"id":"3582678890855212","authorId":"3582678890855212","name":"spdrwb","avatar":"https://static.tigerbbs.com/013ba8401d9d936a6931dc0132e28fca","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582678890855212","authorIdStr":"3582678890855212"},"themes":[],"htmlText":"Sell[Miser]&nbsp;","listText":"Sell[Miser]&nbsp;","text":"Sell[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005993855","repostId":"1158894476","repostType":4,"repost":{"id":"1158894476","kind":"news","pubTimestamp":1642130580,"share":"https://ttm.financial/m/news/1158894476?lang=&edition=fundamental","pubTime":"2022-01-14 11:23","market":"us","language":"en","title":"Netflix Stock Continues To Crash After Falling Below This Key Support Level: What's Next?","url":"https://stock-news.laohu8.com/highlight/detail?id=1158894476","media":"Benzinga","summary":"Netflix Inc.(NASDAQ:NFLX) traded lower Thursday and has recently fallen below a support level confir","content":"<html><head></head><body><p><b>Netflix Inc.</b>(NASDAQ:NFLX) traded lower Thursday and has recently fallen below a support level confirming what traders call a head and shoulders pattern.</p><p>Netflix closed down 3.3% at $519.20.</p><p>Netflix Daily Chart Analysis</p><ul><li>Shares fell below a key support level near the $575 level, which confirmed the head and shoulders pattern. This pattern is considered a bearish reversal pattern and the confirmation of the pattern hinted that a bearish move was coming.</li><li>The stock trades below both the 50-day moving average (green) and the 200-day moving average (blue). This indicates bearish sentiment, and each of these moving averages may hold as an area of resistance in the future.</li><li>The Relative Strength Index (RSI) has been steadily falling for the past few months and now sits at 19 on the indicator. This shows the stock is well into the oversold region and that sellers keep pouring into the market. If the RSI continues to stay in the oversold region, the price of the stock will likely keep falling.</li></ul><p><img src=\"https://static.tigerbbs.com/13a17d847c7e911bca76d81d0be6d948\" tg-width=\"1810\" tg-height=\"825\" width=\"100%\" height=\"auto\"/>What’s Next For Netflix?</p><p>Netflix crossing below the support line hinted that a strong bearish move was coming as a break below support in a head and shoulders pattern is textbook for a bearish move to follow.</p><p>Bulls are looking for the stock to find some support and make a bounce and begin to head higher once again. Bulls are looking for higher lows and a cross above the moving averages for sentiment to turn bullish once again.</p><p>Bears are in full control of the stock and want to see the stock continue to fall and hold below the moving averages.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix Stock Continues To Crash After Falling Below This Key Support Level: What's Next?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix Stock Continues To Crash After Falling Below This Key Support Level: What's Next?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-14 11:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/long-ideas/22/01/25045565/netflix-stock-continues-to-crash-after-falling-below-this-key-support-level-whats-next><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix Inc.(NASDAQ:NFLX) traded lower Thursday and has recently fallen below a support level confirming what traders call a head and shoulders pattern.Netflix closed down 3.3% at $519.20.Netflix ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/22/01/25045565/netflix-stock-continues-to-crash-after-falling-below-this-key-support-level-whats-next\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/22/01/25045565/netflix-stock-continues-to-crash-after-falling-below-this-key-support-level-whats-next","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158894476","content_text":"Netflix Inc.(NASDAQ:NFLX) traded lower Thursday and has recently fallen below a support level confirming what traders call a head and shoulders pattern.Netflix closed down 3.3% at $519.20.Netflix Daily Chart AnalysisShares fell below a key support level near the $575 level, which confirmed the head and shoulders pattern. This pattern is considered a bearish reversal pattern and the confirmation of the pattern hinted that a bearish move was coming.The stock trades below both the 50-day moving average (green) and the 200-day moving average (blue). This indicates bearish sentiment, and each of these moving averages may hold as an area of resistance in the future.The Relative Strength Index (RSI) has been steadily falling for the past few months and now sits at 19 on the indicator. This shows the stock is well into the oversold region and that sellers keep pouring into the market. If the RSI continues to stay in the oversold region, the price of the stock will likely keep falling.What’s Next For Netflix?Netflix crossing below the support line hinted that a strong bearish move was coming as a break below support in a head and shoulders pattern is textbook for a bearish move to follow.Bulls are looking for the stock to find some support and make a bounce and begin to head higher once again. Bulls are looking for higher lows and a cross above the moving averages for sentiment to turn bullish once again.Bears are in full control of the stock and want to see the stock continue to fall and hold below the moving averages.","news_type":1},"isVote":1,"tweetType":1,"viewCount":686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002573206,"gmtCreate":1642052419297,"gmtModify":1676533676318,"author":{"id":"3582678890855212","authorId":"3582678890855212","name":"spdrwb","avatar":"https://static.tigerbbs.com/013ba8401d9d936a6931dc0132e28fca","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582678890855212","authorIdStr":"3582678890855212"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;nice","listText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;nice","text":"[Miser] [Miser] [Miser] nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002573206","repostId":"1120104014","repostType":4,"repost":{"id":"1120104014","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1642052234,"share":"https://ttm.financial/m/news/1120104014?lang=&edition=fundamental","pubTime":"2022-01-13 13:37","market":"us","language":"en","title":"TSMC Announced Consolidated Revenue of NT$438.19 Billion, Gross Margin for the Fourth Quarter was 52.7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1120104014","media":"Tiger Newspress","summary":"TSMC today announced consolidated revenue of NT$438.19 billion, net income of NT$166.23 billion, and","content":"<html><head></head><body><p>TSMC today announced consolidated revenue of NT$438.19 billion, net income of NT$166.23 billion, and diluted earnings per share of NT$6.41 (US$1.15 per ADR unit) for the fourth quarter ended December 31, 2021.</p><p>Year-over-year, fourth quarter revenue increased 21.2% while net income and diluted EPS both increased 16.4%. Compared to third quarter 2021, fourth quarter results represented a 5.7% increase in revenue and a 6.4% increase in net income. All figures were prepared in accordance with TIFRS on a consolidated basis.</p><p>In US dollars, fourth quarter revenue was $15.74 billion, which increased 24.1% year-over-year and increased 5.8% from the previous quarter.</p><p>Gross margin for the quarter was 52.7%, operating margin was 41.7%, and net profit margin was 37.9%.</p><p>In the fourth quarter, shipments of 5-nanometer accounted for 23% of total wafer revenue; 7-nanometer accounted for 27%. Advanced technologies, defined as 7-nanometer and more advanced technologies, accounted for 50% of total wafer revenue.</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>TSMC Announced Consolidated Revenue of NT$438.19 Billion, Gross Margin for the Fourth Quarter was 52.7%</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\">\nTSMC Announced Consolidated Revenue of NT$438.19 Billion, Gross Margin for the Fourth Quarter was 52.7%\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\">2022-01-13 13:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>TSMC today announced consolidated revenue of NT$438.19 billion, net income of NT$166.23 billion, and diluted earnings per share of NT$6.41 (US$1.15 per ADR unit) for the fourth quarter ended December 31, 2021.</p><p>Year-over-year, fourth quarter revenue increased 21.2% while net income and diluted EPS both increased 16.4%. Compared to third quarter 2021, fourth quarter results represented a 5.7% increase in revenue and a 6.4% increase in net income. All figures were prepared in accordance with TIFRS on a consolidated basis.</p><p>In US dollars, fourth quarter revenue was $15.74 billion, which increased 24.1% year-over-year and increased 5.8% from the previous quarter.</p><p>Gross margin for the quarter was 52.7%, operating margin was 41.7%, and net profit margin was 37.9%.</p><p>In the fourth quarter, shipments of 5-nanometer accounted for 23% of total wafer revenue; 7-nanometer accounted for 27%. Advanced technologies, defined as 7-nanometer and more advanced technologies, accounted for 50% of total wafer revenue.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120104014","content_text":"TSMC today announced consolidated revenue of NT$438.19 billion, net income of NT$166.23 billion, and diluted earnings per share of NT$6.41 (US$1.15 per ADR unit) for the fourth quarter ended December 31, 2021.Year-over-year, fourth quarter revenue increased 21.2% while net income and diluted EPS both increased 16.4%. Compared to third quarter 2021, fourth quarter results represented a 5.7% increase in revenue and a 6.4% increase in net income. All figures were prepared in accordance with TIFRS on a consolidated basis.In US dollars, fourth quarter revenue was $15.74 billion, which increased 24.1% year-over-year and increased 5.8% from the previous quarter.Gross margin for the quarter was 52.7%, operating margin was 41.7%, and net profit margin was 37.9%.In the fourth quarter, shipments of 5-nanometer accounted for 23% of total wafer revenue; 7-nanometer accounted for 27%. Advanced technologies, defined as 7-nanometer and more advanced technologies, accounted for 50% of total wafer revenue.","news_type":1},"isVote":1,"tweetType":1,"viewCount":842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001189598,"gmtCreate":1641189619681,"gmtModify":1676533580964,"author":{"id":"3582678890855212","authorId":"3582678890855212","name":"spdrwb","avatar":"https://static.tigerbbs.com/013ba8401d9d936a6931dc0132e28fca","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582678890855212","authorIdStr":"3582678890855212"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001189598","repostId":"2200447779","repostType":4,"repost":{"id":"2200447779","kind":"highlight","pubTimestamp":1641181513,"share":"https://ttm.financial/m/news/2200447779?lang=&edition=fundamental","pubTime":"2022-01-03 11:45","market":"us","language":"en","title":"1 Green Flag for Micron Technology in 2022, and 1 Red Flag","url":"https://stock-news.laohu8.com/highlight/detail?id=2200447779","media":"Motley Fool","summary":"The memory specialist is going strong right now, but investors should keep an eye on potential pitfalls.","content":"<html><head></head><body><p><b>Micron Technology</b> (NASDAQ:MU) stock is carrying impressive momentum into 2022, thanks to the memory specialist&#39;s outstanding fiscal 2022 first-quarter results, released on Dec. 20.</p><p>The chipmaker reported robust top- and bottom-line growth, while its second-quarter guidance was also better than what Wall Street was looking for. This led to a surge in Micron&#39;s stock following its quarterly report, as the company indicated that there&#39;s a healthy demand for memory chips from several verticals, and vanquished any concerns about a memory supply glut.</p><p>The health of the memory market will be a major green flag for Micron in 2022. Let&#39;s see why.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9828f62c1b89216dfe5d82f0c5c7f8b7\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>Robust memory demand will be a tailwind for Micron Technology in 2022</h2><p>Micron expects DRAM (dynamic random-access memory) bit demand to increase in the mid- to high teens next year. Meanwhile, NAND (short for &#34;not and&#34;) flash memory demand is expected to accelerate 30% in 2022. Micron anticipates the long-term bit demand for DRAM and NAND flash memory to increase at a pace that would be identical to 2022.</p><p>Micron is counting on robust memory demand to help it deliver record revenue and solid profitability in the current fiscal year. The company points out that memory demand remains strong across all its end markets. For instance, in personal computers (PCs) and graphics, Micron believes that inventory adjustments at most customers are already done. As a result, Micron sees stable demand for memory chips from the PC market in 2022.</p><p>Micron management anticipates PC sales in 2022 to remain consistent with 2021 levels and adds that more PCs are now using low-power DRAM. More specifically, low-power DRAM accounts for 20% of the PC industry&#39;s DRAM bit demand at present, and that number is expected to head higher in 2022 and beyond.</p><p>On the other hand, more and more PCs are now turning to solid-state drives (SSDs) for faster storage. Around 100 million SSDs were shipped in the first quarter of 2021 as compared to 64 million hard-disk drives (HDDs). Technavio estimates that global SSD sales will continue to increase in the long run, clocking an annual growth rate of 23.6% through 2025. Given that Micron&#39;s latest generation of client SSDs have been qualified for use by several PC original equipment manufacturers (OEMs) and are already in volume production, it looks well-placed to capitalize on growing SSD demand.</p><p>Given that 5G smartphones are using 50% more DRAM and double the NAND flash content as compared to 4G smartphones, and their shipments are expected to increase 40% in 2022, it&#39;s easy to see why Micron expects a healthy demand environment to prevail in 2022. Additionally, the increasing adoption of SSDs in data centers is another tailwind for the memory market. Micron&#39;s data center revenue was up 70% year over year in the fiscal first quarter, and the company sees further growth in this segment as data centers deploy more SSDs instead of hard-disk drives.</p><p>So, rising memory demand will be Micron&#39;s biggest growth driver in 2022. However, there&#39;s <a href=\"https://laohu8.com/S/AONE.U\">one</a> red flag that investors should keep an eye on, as it could derail Micron&#39;s terrific rally.</p><h2>The red flag investors wouldn&#39;t want to miss</h2><p>While strong memory demand could be a green flag for Micron in 2022, industry watchers are wary that oversupply could send the market into a tailspin in the second half of the year. <b>Gartner</b> is one of the research companies anticipating a memory oversupply in the second half of 2022, thanks to higher supply and weakening demand, which would eventually lead to a reduction in memory prices.</p><p>Meanwhile, memory market researcher TrendForce estimates that capacity expansion by memory suppliers could lead to a 17.9% increase in DRAM bit supply in 2022. What&#39;s alarming is that DRAM demand is expected to increase 16.3%, according to TrendForce&#39;s estimates, and send the memory market from a state of shortage to one of surplus.</p><p>As a result, TrendForce forecasts that the price of DRAM could drop by between 15% and 20% in 2022. The DRAM industry could generate overall revenue of $90 billion in 2022, which would be identical to 2021 levels, as the potential drop in price could erase any gains arising out of an increase in shipments. This could be bad news for Micron, because 73% of its total revenue in the first quarter of fiscal 2022 came from selling DRAM chips.</p><p>This is a major red flag that Micron investors should keep an eye out for, as weak memory prices have historically wrecked the chipmaker&#39;s top and bottom lines. So, even though this high-flying growth stock is carrying impressive momentum into the new year, it would be a good idea to look out for any potential signs of weakness in memory prices.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>1 Green Flag for Micron Technology in 2022, and 1 Red Flag</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n1 Green Flag for Micron Technology in 2022, and 1 Red Flag\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-03 11:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/02/1-green-flag-for-micron-technology-2022-and-1-red-/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Micron Technology (NASDAQ:MU) stock is carrying impressive momentum into 2022, thanks to the memory specialist's outstanding fiscal 2022 first-quarter results, released on Dec. 20.The chipmaker ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/02/1-green-flag-for-micron-technology-2022-and-1-red-/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4141":"半导体产品","BK4512":"苹果概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4566":"资本集团","MU":"美光科技","BK4553":"喜马拉雅资本持仓","BK4527":"明星科技股"},"source_url":"https://www.fool.com/investing/2022/01/02/1-green-flag-for-micron-technology-2022-and-1-red-/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2200447779","content_text":"Micron Technology (NASDAQ:MU) stock is carrying impressive momentum into 2022, thanks to the memory specialist's outstanding fiscal 2022 first-quarter results, released on Dec. 20.The chipmaker reported robust top- and bottom-line growth, while its second-quarter guidance was also better than what Wall Street was looking for. This led to a surge in Micron's stock following its quarterly report, as the company indicated that there's a healthy demand for memory chips from several verticals, and vanquished any concerns about a memory supply glut.The health of the memory market will be a major green flag for Micron in 2022. Let's see why.Image source: Getty Images.Robust memory demand will be a tailwind for Micron Technology in 2022Micron expects DRAM (dynamic random-access memory) bit demand to increase in the mid- to high teens next year. Meanwhile, NAND (short for \"not and\") flash memory demand is expected to accelerate 30% in 2022. Micron anticipates the long-term bit demand for DRAM and NAND flash memory to increase at a pace that would be identical to 2022.Micron is counting on robust memory demand to help it deliver record revenue and solid profitability in the current fiscal year. The company points out that memory demand remains strong across all its end markets. For instance, in personal computers (PCs) and graphics, Micron believes that inventory adjustments at most customers are already done. As a result, Micron sees stable demand for memory chips from the PC market in 2022.Micron management anticipates PC sales in 2022 to remain consistent with 2021 levels and adds that more PCs are now using low-power DRAM. More specifically, low-power DRAM accounts for 20% of the PC industry's DRAM bit demand at present, and that number is expected to head higher in 2022 and beyond.On the other hand, more and more PCs are now turning to solid-state drives (SSDs) for faster storage. Around 100 million SSDs were shipped in the first quarter of 2021 as compared to 64 million hard-disk drives (HDDs). Technavio estimates that global SSD sales will continue to increase in the long run, clocking an annual growth rate of 23.6% through 2025. Given that Micron's latest generation of client SSDs have been qualified for use by several PC original equipment manufacturers (OEMs) and are already in volume production, it looks well-placed to capitalize on growing SSD demand.Given that 5G smartphones are using 50% more DRAM and double the NAND flash content as compared to 4G smartphones, and their shipments are expected to increase 40% in 2022, it's easy to see why Micron expects a healthy demand environment to prevail in 2022. Additionally, the increasing adoption of SSDs in data centers is another tailwind for the memory market. Micron's data center revenue was up 70% year over year in the fiscal first quarter, and the company sees further growth in this segment as data centers deploy more SSDs instead of hard-disk drives.So, rising memory demand will be Micron's biggest growth driver in 2022. However, there's one red flag that investors should keep an eye on, as it could derail Micron's terrific rally.The red flag investors wouldn't want to missWhile strong memory demand could be a green flag for Micron in 2022, industry watchers are wary that oversupply could send the market into a tailspin in the second half of the year. Gartner is one of the research companies anticipating a memory oversupply in the second half of 2022, thanks to higher supply and weakening demand, which would eventually lead to a reduction in memory prices.Meanwhile, memory market researcher TrendForce estimates that capacity expansion by memory suppliers could lead to a 17.9% increase in DRAM bit supply in 2022. What's alarming is that DRAM demand is expected to increase 16.3%, according to TrendForce's estimates, and send the memory market from a state of shortage to one of surplus.As a result, TrendForce forecasts that the price of DRAM could drop by between 15% and 20% in 2022. The DRAM industry could generate overall revenue of $90 billion in 2022, which would be identical to 2021 levels, as the potential drop in price could erase any gains arising out of an increase in shipments. This could be bad news for Micron, because 73% of its total revenue in the first quarter of fiscal 2022 came from selling DRAM chips.This is a major red flag that Micron investors should keep an eye out for, as weak memory prices have historically wrecked the chipmaker's top and bottom lines. So, even though this high-flying growth stock is carrying impressive momentum into the new year, it would be a good idea to look out for any potential signs of weakness in memory prices.","news_type":1},"isVote":1,"tweetType":1,"viewCount":763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000835686,"gmtCreate":1640085705459,"gmtModify":1676533500485,"author":{"id":"3582678890855212","authorId":"3582678890855212","name":"spdrwb","avatar":"https://static.tigerbbs.com/013ba8401d9d936a6931dc0132e28fca","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582678890855212","authorIdStr":"3582678890855212"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVAX\">$Novavax(NVAX)$</a>Short?[Doubt]&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVAX\">$Novavax(NVAX)$</a>Short?[Doubt]&nbsp;","text":"$Novavax(NVAX)$Short?[Doubt]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000835686","isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000135676,"gmtCreate":1639999146777,"gmtModify":1676533497884,"author":{"id":"3582678890855212","authorId":"3582678890855212","name":"spdrwb","avatar":"https://static.tigerbbs.com/013ba8401d9d936a6931dc0132e28fca","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582678890855212","authorIdStr":"3582678890855212"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000135676","repostId":"1160299527","repostType":4,"repost":{"id":"1160299527","kind":"news","pubTimestamp":1639989328,"share":"https://ttm.financial/m/news/1160299527?lang=&edition=fundamental","pubTime":"2021-12-20 16:35","market":"us","language":"en","title":"Big Crash Coming, According To Treasury Yields","url":"https://stock-news.laohu8.com/highlight/detail?id=1160299527","media":"seekingalpha","summary":"Summary\n\nThe long-term Treasury yields (or 10-year yield) remain stubbornly low, signaling a recessi","content":"<p><b>Summary</b></p>\n<ul>\n <li>The long-term Treasury yields (or 10-year yield) remain stubbornly low, signaling a recession or deflation is coming soon.</li>\n <li>Don't misinterpret Treasury yield signals. We are currently seeing dynamics that the market has not witnessed for over 70 years.</li>\n <li>How did the stock markets do historically in periods of high inflation and low interest rates, similar to the one we are seeing today?</li>\n <li>The Fed already fooled you about inflation this year. Don't be fooled by Powell's hawkish talk.</li>\n <li>The Fed to remain dovish, inflation running high.&nbsp;How you can profit in the current environment?</li>\n</ul>\n<p>We have consistently been taught that we should always listen to what the Treasury yields are telling us. When inflation is running as high as it is today, you should expect one of two things from the Treasury yields:</p>\n<ol>\n <li>Long-term treasury yields (or the 10-year yield) go up along with the inflation rate, which would suggest that the bond markets are pricing in a healthy economy, or</li>\n <li>Long-term treasury yields (or the 10-year yield) remain the same or even go down, which would suggest that that the bond markets are pricing-in an economic recession along with a collapse of inflation.</li>\n</ol>\n<p>With the 10-year yield remaining stubbornly low at 1.5%, many investors believe that they are pointing to a recession (or deflation) next year, whereby we could see a big market crash.</p>\n<p>However today, we are seeing a very interesting phenomenon, unseen in modern times. Inflation (as measured by U.S. Personal Consumption Expenditures) is running well above the 10-year Treasury yields, resulting in significant negative \"real yields\"! Take a look at this chart since the year 1990 (or for the past 31 years).</p>\n<p><img src=\"https://static.tigerbbs.com/285b5a6f9b4de8f4d3d6038c6401b576\" tg-width=\"875\" tg-height=\"494\" referrerpolicy=\"no-referrer\"></p>\n<p>Well, inflation is so high and persistent that even Jay Powell stopped using the word \"transient\",<b>yet the 10-year Treasury yield is around 1.5%</b>. This is confusing many investors who are asking themselves:</p>\n<ul>\n <li><b>Are we heading into a deflationary environment?</b></li>\n <li><b>Are we heading into a recession?</b></li>\n</ul>\n<p>This is a very interesting phenomenon, that we have only seen 3 times in the past 120 years in the United States:</p>\n<ol>\n <li>During the Civil War</li>\n <li>During and after World War I</li>\n <li>During and after World War II</li>\n</ol>\n<p>The fourth time is happening right now!</p>\n<p>Treasury yields always tell the right story, but it is people that misinterpret them.</p>\n<p><b>A Dig Through History</b></p>\n<p>It is very easy for us to fall into the trap of assuming things that have been true for 20+ years have been true \"forever\". This is called \"recency bias\", where our perspective of the world is more strongly influenced by things that happened recently than by things that happened long in the past.</p>\n<p>When we think of high inflation, most of us jump right to the 1970s&nbsp;<b>when higher inflation led to higher treasury yields,</b>and treasuries almost always had a higher yield than inflation.</p>\n<p>It's a period that many of us lived through or at least our parents lived through it. So it is a period that is fairly accessible.<b>But has it always been the case?</b></p>\n<p><b>No, it has not - if we dig into history:</b></p>\n<ol>\n <li>Since the mid-1950s, we have seen a few cases when inflation has been higher than the 10-year Treasury rate, but the difference was resolved fairly quickly.</li>\n <li><b>If we go further back in history</b>, we have seen cases of inflation spiking up significantly, and the 10-year Treasury remaining low for a long period of time. The \"real yields\" were deeply negative as they are today. The two most obvious cases relate to&nbsp;<b>World War I</b>and&nbsp;<b>World War II.</b></li>\n</ol>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7ef6fb72cdec23e880cad6408450db8\" tg-width=\"943\" tg-height=\"498\" referrerpolicy=\"no-referrer\"><span>-Source Data:rateinflation.comandmultpl.com</span></p>\n<p>So what is the common denominator in WWI, WWII, and Today?</p>\n<ol>\n <li>In all cases, for obvious reasons,<b>debt spiked to unusual levels</b>.</li>\n <li>The Treasury markets are pricing-in continued loose monetary policy. The<b>Government will let inflation take its course to \"deflate\" the national debt\"</b>, rather than curb inflation as they have been telling us.</li>\n</ol>\n<p>So it is no wonder that Treasury yields refuse to go higher than they are today! In fact, what treasuries are telling us is exactly what I have been saying over the past several months:</p>\n<ol>\n <li>The Fed cannot and will not hike rates anytime soon. And if they do, it will be an immaterial rate hike that will have an insignificant impact on inflation.</li>\n <li>The government will continue to ensure there is a high amount of liquidity in the financial system. The Bubble of Liquidity will remain large.</li>\n</ol>\n<p><b>How Did the Markets Fare During Similar Periods: WWI and WWII</b></p>\n<p>For us investors, it is important to not only be aware of what is happening in today's macro-economic situation but to also understand what the likely outcome will be for equities. In this case, we have to go back to the periods of WWI and WWII and see how equities fared during times of very high inflation and very low Treasury yields:</p>\n<p><b>Case #1: WW I (Bull Market of 1918-1919)</b></p>\n<p>Inflation started picking up significantly in 1917 when the U.S. formally got involved in WWI. Inflation surged up to 18% while the 10-year Treasury rate remained at 4.5%. Inflation remained high through 1919.</p>\n<p>Despite an initial selloff in late 1917, we saw a great Bull Market that ran through 1918 and 1919 and the Dow Jones Industrial Average hit all-time highs.<b>The Bull Market ran up 80% over the course of two years.</b></p>\n<p><img src=\"https://static.tigerbbs.com/d74c179521aa766e7c82f38d514834a9\" tg-width=\"926\" tg-height=\"634\" referrerpolicy=\"no-referrer\"></p>\n<p>The party came to an abrupt end in 1920 when inflation suddenly became deflation. A few of the most relevant factors impacting the recession in 1920 were:</p>\n<ul>\n <li>The return of troops from WW1: 1920 was characterized by high unemployment rates as troops coming home from war struggled to find work.</li>\n <li>Resurgence in the Spanish Flu: The Spanish Flu was particularly brutal the 1919-1920 season, with the death rate approximately doubling.</li>\n <li>The Gold Standard: In 1920, the dollar was still linked to gold. Deflation expectations were high, as people anticipated a wave of redemptions to reduce the monetary supply.</li>\n <li>Rising Interest Rates: The Fed hiked rates in an effort to fight inflation from December 1919 through June 1920, from 4.75% to 7%.</li>\n</ul>\n<p><b>Case #2: WW2 (Bull Market 1942-1956)</b></p>\n<p>From 1942-1956, we can see several periods where inflation significantly exceeded the 10-year Treasury rate. Over this 14-year period, inflation averaged over 4%, while the 10-year Treasury rate averaged 2.5%. Meanwhile, the DJIA averaged +11% per year. I believe this is the most comparable period to our situation today.</p>\n<p>The DJIA gained 120% from 1942-1946, even as inflation outpaced the 10-year Treasury rate for three of those years.</p>\n<p><img src=\"https://static.tigerbbs.com/f0b5052be090984d0f2c07c68a029a1d\" tg-width=\"914\" tg-height=\"624\" referrerpolicy=\"no-referrer\"></p>\n<p>The \"bear\" market from 1947-1948 is perhaps better termed a \"consolidation\" as it was a 25% pullback before the market continued to new heights.<b>The market climbed up another 230% from 1949-1956 even as inflation rose to 7.9% in 1951 and the 10-year Treasury stayed around 2.5%.</b>By 1953, inflation had slowed down.</p>\n<p><img src=\"https://static.tigerbbs.com/1f6e5c8a130b01903f91066517b7af98\" tg-width=\"925\" tg-height=\"626\" referrerpolicy=\"no-referrer\"></p>\n<p>The combination of high inflation and low Treasury Rates proved very beneficial for equity holders. The period was characterized by low unemployment (below 5% from 1942 on) and economic growth as the U.S. economy ran hot in the wake of WWII.</p>\n<p><b>The Great Inflation Lie: The Fed Won't Stop Inflation</b></p>\n<p>As recently as June, the Federal Reserve was projecting a PCE inflation rate of 3.4% for 2021. Three months later it hiked that projection up to 4.2% for 2021. One month after their meeting, PCE inflation was 5%.</p>\n<p>Earlier this year, I highlighted what I termed as \"The Great Inflation Lie\". Either the Federal Reserve is incompetent with projections that aren't even in the ballpark of reality, or it is intentionally being misleading. When random average Joes are being surveyed and are more accurate than the Federal Reserve with their projections, something is wrong.</p>\n<p><img src=\"https://static.tigerbbs.com/6495730db36d6c8d90b35c612bdaaf62\" tg-width=\"959\" tg-height=\"567\" referrerpolicy=\"no-referrer\"></p>\n<p>I do not believe the Federal Reserve is that incompetent, that they failed to see what everyone else in the country could see.</p>\n<p><b>So why do both Government and the Fed want inflation to run very high?</b></p>\n<p>The U.S. Government has run up a ton of debt. As a percentage of GDP, the Federal debt is now over 120%. The cost of COVID alone was several times higher than the cost of WWII in today's dollar terms.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77235df36b3b5931f9c627ee7b76b086\" tg-width=\"1234\" tg-height=\"675\" referrerpolicy=\"no-referrer\"><span>- Source:St. Louis Fed</span></p>\n<ul>\n <li>Politically this is a very unpopular issue to deal with because budget cuts and higher taxes aren't really popular with anyone. While some support for token moves might occasionally gain enough support to pass, comprehensive solutions aren't even seriously discussed.</li>\n <li>To make matters worse, the U.S. Government has massive financial obligations coming up as Medicare and Social Security will both become much more dependent upon general tax funds as they fail to fund themselves.</li>\n <li>So without meaningful budget cuts and/or meaningful tax increases likely off the table in a polarized country, how does the government pay off all that debt?<b>It doesn't</b>.</li>\n</ul>\n<p>The last time the U.S. had debt/GDP of over 100% was in 1946. The U.S. Government had a massive debt of $269 billion. Just by reading that number, you know what happened. What is $269 billion to the U.S. Government today? That is only half of what the government spends on interest payments alone! $269 billion just isn't what it used to be,<b>and that was intentional</b>.</p>\n<p>The U.S. never \"paid\" for WWII - it refinanced the debt, and through inflation, the significance of the debt dissipated quickly, even as the total debt grew.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52a00344ea3e40046556fe05f16886b1\" tg-width=\"980\" tg-height=\"617\" referrerpolicy=\"no-referrer\"><span>- Source:Financial Times</span></p>\n<p>A significant amount of inflation is the only solution that the U.S. Government has to manage its debts and obligations.</p>\n<p>With debt levels far beyond the pale of productivity levels (i.e., embarrassing debt to GDP ratios), the U.S. and other developed economies are mathematically and factually unable to ever grow their way out of the debt hole they have been digging us into for years.</p>\n<p>It is too late to fix all the past mismanagement. It is also impossible to force new generations to pay for debt accumulated by the older ones by taxing them to death and forcing them to be productive in the labor force well above the age of 75. Not only will it result in political unrest, but there are simply not enough young people to tax due to an aging population, and a wave of baby boomers retiring soon.</p>\n<p>The only way to deal with this black hole is through inflation.</p>\n<p><b>Conclusion</b></p>\n<p>Don't be fooled by Fed Chair Powell's hawkish talk. After all, he has a hearing to keep his job coming up in January. Treasury yields are NOT pointing to a recession and/or deflation. They are telling us that liquidity will remain high and that the treasury market is not buying the hawkish story the Fed is selling.</p>\n<p>We are seeing dynamics that the stock market has not witnessed for over 70 years. The inflation rate will remain above the 10-year Treasury rate for a sustained period of time, creating an environment of high inflation and relatively low-interest rates. Historically, this dynamic has been very beneficial for equity markets!</p>\n<p>Right now, it is a fantastic time to be an investor and the worst time to be sitting on cash. Investors want to be exposed to equities that benefit from high inflation, while also benefiting from low treasury yields.</p>\n<p>My strategy includes investing in:</p>\n<ul>\n <li><b>Value dividend stocks</b>: These are stocks that are valued based on earnings they have today and are paying out generous dividends. When cash is losing its earning power daily, you want cash now, not in a few years!<b>Liberty All-Star Equity Fund</b>(USA), yielding over 10%, is a fantastic CEF to gain broad exposure to the stock market that is overweight on \"value\" strategies.</li>\n <li><b>Companies with Real Estate Assets</b>: Companies with high levels of real assets, like REITs, will see ideal conditions. They will be able to borrow cheap thanks to low interest rates, while inflation will drive up rents and property values. Some of our picks include \"Dividend Aristocrat\" crowns yielding +5%, that are well-positioned to take advantage of these dynamics!</li>\n <li><b>Economically sensitive stocks</b>: The combination of low interest rates and rapid growth means that economically sensitive stocks will run hot. Default rates will remain relatively low as the burden of debt becomes less significant for borrowers, and the excess liquidity in the financial system ensures refinancing will be easy. \"CLO\" funds like&nbsp;<b>Oxford Lane Capital</b>(OXLC) yielding over 12% will thrive in this environment while producing a generous yield for investors.</li>\n <li><b>Energy &amp; Commodities</b>: Energy frequently leads the inflation wave as we pointed out long ago we are entering a&nbsp;commodity supercycle. These companies will benefit from a combination of higher prices, while at the same time being able to access inexpensive debt thanks to low interest rates. And yes, you can get fantastic yield of +8% while investing in commodities. You don't have to worry about price fluctuations, exactly because you are getting paid extremely well to wait!</li>\n</ul>\n<p>I am looking forward for the year 2022 to be a very strong year for equities. I am personally keeping as little cash as possible in my investment account, taking out what I need, and redeploying the rest of my dividends into income investments. The last thing anybody wants is a 6.8% inflation eroding the purchasing power of their hard-earned savings. Being invested in the right stocks which offer both high yield and growth helps you not only to protect your principal, but also increase your net worth in today's difficult environment.</p>\n<p>It is critical that investors are aware of the major macroeconomic forces at play that are impacting the markets so that you can make informed decisions. I write \"Market Outlooks\", similar to the above which I share every Sunday with members of my investment community, to keep focus on the big picture as it evolves. This helps us make adjustments to our portfolio as needed, in a planned and methodical manner.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Big Crash Coming, According To Treasury Yields</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\">\nBig Crash Coming, According To Treasury Yields\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-20 16:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4475749-big-crash-coming-according-to-treasury-yields><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe long-term Treasury yields (or 10-year yield) remain stubbornly low, signaling a recession or deflation is coming soon.\nDon't misinterpret Treasury yield signals. We are currently seeing ...</p>\n\n<a href=\"https://seekingalpha.com/article/4475749-big-crash-coming-according-to-treasury-yields\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4475749-big-crash-coming-according-to-treasury-yields","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1160299527","content_text":"Summary\n\nThe long-term Treasury yields (or 10-year yield) remain stubbornly low, signaling a recession or deflation is coming soon.\nDon't misinterpret Treasury yield signals. We are currently seeing dynamics that the market has not witnessed for over 70 years.\nHow did the stock markets do historically in periods of high inflation and low interest rates, similar to the one we are seeing today?\nThe Fed already fooled you about inflation this year. Don't be fooled by Powell's hawkish talk.\nThe Fed to remain dovish, inflation running high. How you can profit in the current environment?\n\nWe have consistently been taught that we should always listen to what the Treasury yields are telling us. When inflation is running as high as it is today, you should expect one of two things from the Treasury yields:\n\nLong-term treasury yields (or the 10-year yield) go up along with the inflation rate, which would suggest that the bond markets are pricing in a healthy economy, or\nLong-term treasury yields (or the 10-year yield) remain the same or even go down, which would suggest that that the bond markets are pricing-in an economic recession along with a collapse of inflation.\n\nWith the 10-year yield remaining stubbornly low at 1.5%, many investors believe that they are pointing to a recession (or deflation) next year, whereby we could see a big market crash.\nHowever today, we are seeing a very interesting phenomenon, unseen in modern times. Inflation (as measured by U.S. Personal Consumption Expenditures) is running well above the 10-year Treasury yields, resulting in significant negative \"real yields\"! Take a look at this chart since the year 1990 (or for the past 31 years).\n\nWell, inflation is so high and persistent that even Jay Powell stopped using the word \"transient\",yet the 10-year Treasury yield is around 1.5%. This is confusing many investors who are asking themselves:\n\nAre we heading into a deflationary environment?\nAre we heading into a recession?\n\nThis is a very interesting phenomenon, that we have only seen 3 times in the past 120 years in the United States:\n\nDuring the Civil War\nDuring and after World War I\nDuring and after World War II\n\nThe fourth time is happening right now!\nTreasury yields always tell the right story, but it is people that misinterpret them.\nA Dig Through History\nIt is very easy for us to fall into the trap of assuming things that have been true for 20+ years have been true \"forever\". This is called \"recency bias\", where our perspective of the world is more strongly influenced by things that happened recently than by things that happened long in the past.\nWhen we think of high inflation, most of us jump right to the 1970s when higher inflation led to higher treasury yields,and treasuries almost always had a higher yield than inflation.\nIt's a period that many of us lived through or at least our parents lived through it. So it is a period that is fairly accessible.But has it always been the case?\nNo, it has not - if we dig into history:\n\nSince the mid-1950s, we have seen a few cases when inflation has been higher than the 10-year Treasury rate, but the difference was resolved fairly quickly.\nIf we go further back in history, we have seen cases of inflation spiking up significantly, and the 10-year Treasury remaining low for a long period of time. The \"real yields\" were deeply negative as they are today. The two most obvious cases relate to World War Iand World War II.\n\n-Source Data:rateinflation.comandmultpl.com\nSo what is the common denominator in WWI, WWII, and Today?\n\nIn all cases, for obvious reasons,debt spiked to unusual levels.\nThe Treasury markets are pricing-in continued loose monetary policy. TheGovernment will let inflation take its course to \"deflate\" the national debt\", rather than curb inflation as they have been telling us.\n\nSo it is no wonder that Treasury yields refuse to go higher than they are today! In fact, what treasuries are telling us is exactly what I have been saying over the past several months:\n\nThe Fed cannot and will not hike rates anytime soon. And if they do, it will be an immaterial rate hike that will have an insignificant impact on inflation.\nThe government will continue to ensure there is a high amount of liquidity in the financial system. The Bubble of Liquidity will remain large.\n\nHow Did the Markets Fare During Similar Periods: WWI and WWII\nFor us investors, it is important to not only be aware of what is happening in today's macro-economic situation but to also understand what the likely outcome will be for equities. In this case, we have to go back to the periods of WWI and WWII and see how equities fared during times of very high inflation and very low Treasury yields:\nCase #1: WW I (Bull Market of 1918-1919)\nInflation started picking up significantly in 1917 when the U.S. formally got involved in WWI. Inflation surged up to 18% while the 10-year Treasury rate remained at 4.5%. Inflation remained high through 1919.\nDespite an initial selloff in late 1917, we saw a great Bull Market that ran through 1918 and 1919 and the Dow Jones Industrial Average hit all-time highs.The Bull Market ran up 80% over the course of two years.\n\nThe party came to an abrupt end in 1920 when inflation suddenly became deflation. A few of the most relevant factors impacting the recession in 1920 were:\n\nThe return of troops from WW1: 1920 was characterized by high unemployment rates as troops coming home from war struggled to find work.\nResurgence in the Spanish Flu: The Spanish Flu was particularly brutal the 1919-1920 season, with the death rate approximately doubling.\nThe Gold Standard: In 1920, the dollar was still linked to gold. Deflation expectations were high, as people anticipated a wave of redemptions to reduce the monetary supply.\nRising Interest Rates: The Fed hiked rates in an effort to fight inflation from December 1919 through June 1920, from 4.75% to 7%.\n\nCase #2: WW2 (Bull Market 1942-1956)\nFrom 1942-1956, we can see several periods where inflation significantly exceeded the 10-year Treasury rate. Over this 14-year period, inflation averaged over 4%, while the 10-year Treasury rate averaged 2.5%. Meanwhile, the DJIA averaged +11% per year. I believe this is the most comparable period to our situation today.\nThe DJIA gained 120% from 1942-1946, even as inflation outpaced the 10-year Treasury rate for three of those years.\n\nThe \"bear\" market from 1947-1948 is perhaps better termed a \"consolidation\" as it was a 25% pullback before the market continued to new heights.The market climbed up another 230% from 1949-1956 even as inflation rose to 7.9% in 1951 and the 10-year Treasury stayed around 2.5%.By 1953, inflation had slowed down.\n\nThe combination of high inflation and low Treasury Rates proved very beneficial for equity holders. The period was characterized by low unemployment (below 5% from 1942 on) and economic growth as the U.S. economy ran hot in the wake of WWII.\nThe Great Inflation Lie: The Fed Won't Stop Inflation\nAs recently as June, the Federal Reserve was projecting a PCE inflation rate of 3.4% for 2021. Three months later it hiked that projection up to 4.2% for 2021. One month after their meeting, PCE inflation was 5%.\nEarlier this year, I highlighted what I termed as \"The Great Inflation Lie\". Either the Federal Reserve is incompetent with projections that aren't even in the ballpark of reality, or it is intentionally being misleading. When random average Joes are being surveyed and are more accurate than the Federal Reserve with their projections, something is wrong.\n\nI do not believe the Federal Reserve is that incompetent, that they failed to see what everyone else in the country could see.\nSo why do both Government and the Fed want inflation to run very high?\nThe U.S. Government has run up a ton of debt. As a percentage of GDP, the Federal debt is now over 120%. The cost of COVID alone was several times higher than the cost of WWII in today's dollar terms.\n- Source:St. Louis Fed\n\nPolitically this is a very unpopular issue to deal with because budget cuts and higher taxes aren't really popular with anyone. While some support for token moves might occasionally gain enough support to pass, comprehensive solutions aren't even seriously discussed.\nTo make matters worse, the U.S. Government has massive financial obligations coming up as Medicare and Social Security will both become much more dependent upon general tax funds as they fail to fund themselves.\nSo without meaningful budget cuts and/or meaningful tax increases likely off the table in a polarized country, how does the government pay off all that debt?It doesn't.\n\nThe last time the U.S. had debt/GDP of over 100% was in 1946. The U.S. Government had a massive debt of $269 billion. Just by reading that number, you know what happened. What is $269 billion to the U.S. Government today? That is only half of what the government spends on interest payments alone! $269 billion just isn't what it used to be,and that was intentional.\nThe U.S. never \"paid\" for WWII - it refinanced the debt, and through inflation, the significance of the debt dissipated quickly, even as the total debt grew.\n- Source:Financial Times\nA significant amount of inflation is the only solution that the U.S. Government has to manage its debts and obligations.\nWith debt levels far beyond the pale of productivity levels (i.e., embarrassing debt to GDP ratios), the U.S. and other developed economies are mathematically and factually unable to ever grow their way out of the debt hole they have been digging us into for years.\nIt is too late to fix all the past mismanagement. It is also impossible to force new generations to pay for debt accumulated by the older ones by taxing them to death and forcing them to be productive in the labor force well above the age of 75. Not only will it result in political unrest, but there are simply not enough young people to tax due to an aging population, and a wave of baby boomers retiring soon.\nThe only way to deal with this black hole is through inflation.\nConclusion\nDon't be fooled by Fed Chair Powell's hawkish talk. After all, he has a hearing to keep his job coming up in January. Treasury yields are NOT pointing to a recession and/or deflation. They are telling us that liquidity will remain high and that the treasury market is not buying the hawkish story the Fed is selling.\nWe are seeing dynamics that the stock market has not witnessed for over 70 years. The inflation rate will remain above the 10-year Treasury rate for a sustained period of time, creating an environment of high inflation and relatively low-interest rates. Historically, this dynamic has been very beneficial for equity markets!\nRight now, it is a fantastic time to be an investor and the worst time to be sitting on cash. Investors want to be exposed to equities that benefit from high inflation, while also benefiting from low treasury yields.\nMy strategy includes investing in:\n\nValue dividend stocks: These are stocks that are valued based on earnings they have today and are paying out generous dividends. When cash is losing its earning power daily, you want cash now, not in a few years!Liberty All-Star Equity Fund(USA), yielding over 10%, is a fantastic CEF to gain broad exposure to the stock market that is overweight on \"value\" strategies.\nCompanies with Real Estate Assets: Companies with high levels of real assets, like REITs, will see ideal conditions. They will be able to borrow cheap thanks to low interest rates, while inflation will drive up rents and property values. Some of our picks include \"Dividend Aristocrat\" crowns yielding +5%, that are well-positioned to take advantage of these dynamics!\nEconomically sensitive stocks: The combination of low interest rates and rapid growth means that economically sensitive stocks will run hot. Default rates will remain relatively low as the burden of debt becomes less significant for borrowers, and the excess liquidity in the financial system ensures refinancing will be easy. \"CLO\" funds like Oxford Lane Capital(OXLC) yielding over 12% will thrive in this environment while producing a generous yield for investors.\nEnergy & Commodities: Energy frequently leads the inflation wave as we pointed out long ago we are entering a commodity supercycle. These companies will benefit from a combination of higher prices, while at the same time being able to access inexpensive debt thanks to low interest rates. And yes, you can get fantastic yield of +8% while investing in commodities. You don't have to worry about price fluctuations, exactly because you are getting paid extremely well to wait!\n\nI am looking forward for the year 2022 to be a very strong year for equities. I am personally keeping as little cash as possible in my investment account, taking out what I need, and redeploying the rest of my dividends into income investments. The last thing anybody wants is a 6.8% inflation eroding the purchasing power of their hard-earned savings. Being invested in the right stocks which offer both high yield and growth helps you not only to protect your principal, but also increase your net worth in today's difficult environment.\nIt is critical that investors are aware of the major macroeconomic forces at play that are impacting the markets so that you can make informed decisions. I write \"Market Outlooks\", similar to the above which I share every Sunday with members of my investment community, to keep focus on the big picture as it evolves. This helps us make adjustments to our portfolio as needed, in a planned and methodical manner.","news_type":1},"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001094141,"gmtCreate":1641097288310,"gmtModify":1676533572292,"author":{"id":"3582678890855212","authorId":"3582678890855212","name":"spdrwb","avatar":"https://static.tigerbbs.com/013ba8401d9d936a6931dc0132e28fca","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582678890855212","authorIdStr":"3582678890855212"},"themes":[],"htmlText":"Support[Miser]&nbsp;","listText":"Support[Miser]&nbsp;","text":"Support[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001094141","repostId":"1120814298","repostType":4,"repost":{"id":"1120814298","kind":"news","pubTimestamp":1640953096,"share":"https://ttm.financial/m/news/1120814298?lang=&edition=fundamental","pubTime":"2021-12-31 20:18","market":"us","language":"en","title":"Where Will Nvidia Stock Be By 2025?","url":"https://stock-news.laohu8.com/highlight/detail?id=1120814298","media":"Seeking Alpha","summary":"SummaryNVIDIA's software opportunity may not have been fully understood by bearish investors.Moreove","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NVIDIA&#39;s software opportunity may not have been fully understood by bearish investors.</li><li>Moreover, it&#39;s so massive that even its CFO couldn&#39;t map out the exact scale of the company&#39;s opportunities.</li><li>We discuss why we think NVIDIA&#39;s software opportunity will be the critical driver for its stock price through 2025.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98932ac47ed24da594e1976f9fb2301a\" tg-width=\"1536\" tg-height=\"1015\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan/Getty Images News</span></p><p><b>Investment Thesis</b></p><p>NVIDIA Corporation (NVDA) is one of the leading full-stack AI tech companies in our portfolio. Through CEO Jensen Huang&#39;s incredible leadership, the company is a leader in multiple fields. It has also built on its discrete GPU (dGPU) hardware leadership with its software stack through NVIDIA AI Enterprise. The company has also created the leading engine for metaverse developers, as NVIDIA aims to power the future of the next-gen computing platform. Moreover, NVIDIA&#39;s massive leadership in autonomous driving has also made it a critical player powering many leading EV makers and robotaxi operators&#39; autonomous driving platforms.</p><p>Bearish investors have often focused on NVIDIA&#39;s current valuation. NVDA stock&#39;s valuation is undoubtedly premium, trading at an EV/NTM EBITDA of 59.2x (peers median: 14x). Nevertheless, we think these investors may not have considered the massive market opportunities that NVDA has in the segments we mentioned earlier. Given that NVDA has such a clear and long runway ahead of it, it&#39;s more important to look well ahead into the next five to ten years. It would help us avoid looking at NVDA&#39;s expensive valuation through a narrow lens and deem it significantly overvalued.</p><p>This article will discuss the opportunities ahead for NVIDIA and address its runway to 2025.</p><p><b>Software Opportunities will Create Massive Revenue Streams</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e03db63c6076b22e30bfca05936fd581\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>NVIDIA revenue and adjusted EBITDA margins mean consensus estimates. Data source: S&amp;P Capital IQ</span></p><p>One of the central arguments against NVIDIA is its slowing revenue growth moving forward. Readers can observe that NVIDIA&#39;s revenue is estimated to increase at a CAGR of 30.1% through FY24. However, its YoY revenue growth is projected to reach 60% this year. Thus, it is a significant slowdown in growth over the next two years. Despite that, NVDA could still gain substantial operating leverage as it scales.</p><p>Notwithstanding the topline growth deceleration, its adjusted EBITDA margin is estimated to reach 41.4% in FY23, against just 33.8% in FY21. Therefore, we think it&#39;s critical for investors not to focus solely on NVDA&#39;s topline growth slowdown. Instead, they should also pay attention to its leverage.</p><p>We believe that its growth opportunities in the metaverse through its software stack will be critical in driving its profitability.Besides the massive TAM increase,the bottom line drivers could have been missed by bearish investors.</p><p>NVIDIA&#39;s hardware revenues mainly drive its EBITDA profitability currently. However, we believe that the company is in the early innings of capitalizing on the drivers from its software stack. We highlighted in a previous article that NVIDIA&#39;s software stack could add billions of dollars to its topline. Its AI Enterprise stack opportunity is estimated to be worth $5B. Moreover, we have not included the potential revenue from its metaverse engine, the NVIDIA Omniverse. The exact revenue opportunities from its software are hard to define. And most of them have yet to find their way to the company&#39;s topline. Despite that, we believe that these opportunities are massive, even just from its AI Enterprise stack.</p><p>Importantly, NVIDIA Omniverse is probably an even more significant opportunity. The argument is straightforward. NVIDIA &#34;layers&#34; its Omniverse strategy on top of its hardware stack. Moreover, the metaverse is not just limited to Roblox (RBLX), Apple (AAPL), or Meta Platforms (FB). Cathy Hackl, Chief Metaverse Officer and CEO of Futures Intelligence Group emphasized: &#34;Every brand and company will need a metaverse strategy.&#34; eMarketer reminded us that next year, &#34;tech firms and brands (will) put those plans into action. We&#39;ll get a glimpse into how the metaverse will look and function.&#34;</p><p>Therefore, we think NVDA has astutely positioned its formidable accelerated computing hardware stack to help these companies leverage its Omniverse engine. CEO Jensen Huang highlighted (edited):</p><blockquote>Omniverse is an engine for simulating the virtual world. There&#39;ll be many, many Omniverse worlds. Omniverse is designed to be able to create and simulate those worlds at a very large scale. We&#39;re in the business of technology infrastructure. So Omniverse is the engine, the algorithms, the mathematics, the computer graphics, the computer systems, the hardware, the system software. That&#39;s the focus of Omniverse. (DigiTimes)</blockquote><p>NVIDIA has created a symbiotic relationship with its software strategy by leveraging its hardware stack. When we think of full-stack, it&#39;s imperative that we consider this relationship. NVIDIA&#39;s software stack doesn&#39;t exist in a silo. The success of its hardware business underpins it. And, it&#39;s a highly successful hardware business with tremendous pricing power and adoption. Now, NVIDIA is taking many steps further by ensuring Omniverse becomes the core engine that companies use to develop their virtual worlds. But, why Omniverse? Surely there will be competing technologies with NVIDIA, who are also vying to be &#34;the metaverse engine.&#34;</p><p>It&#39;s also relatively simple. Huang has mentioned it at GTC, but maybe the bears haven&#39;t caught on. NVIDIA Omniverse will be so advanced and profound that it can even help model climate change for the entire Earth. NVIDIA will be building &#34;the world&#39;s most powerful AI supercomputerd edicated to predicting climate change.&#34; Therefore, NVIDIA aims to model a digital twin of the Earth. NVDA has not gotten there yet. But Huang believes that it will cross the line eventually. Huang emphasized (edited):</p><blockquote><i>We’re going to go build that digital twin of the Earth</i>. It’s going to be gigantic.<i>This is going to be the largest AI supercomputer on the planet</i>. All the technologies we’ve invented up to this moment are needed to make Earth-2 possible. I can’t imagine a greater or more important use. The simulation would be so precise it would need meter-level accuracy. If necessary, Nvidia would spend the money to offset the computing power used to run the simulation.<i>And, if we build the digital twin of the Earth, we will get the metaverse for free</i>. (VentureBeat)</blockquote><p>We think Huang aptly summed up the power of NVIDIA&#39;s amazing technology stack. Moreover, readers can imagine the incredible opportunity that NVDA would generate if it could build that digital twin of the Earth. That would give creators the ability to develop their virtual worlds based on NVIDIA&#39;s success in the Omniverse. Imagine the potential ubiquity of Omniverse as the go-to engine for many creators and companies building their virtual worlds. We cannot further underscore the tremendous monetization opportunities from its full-stack (hardware and software). And, we think we cannot easily model the estimates for NVDA&#39;s potential monetization since they are so novel. Even NVDA CFO Colette Kress stressed that she couldn&#39;t accurately forecast how large NVDA&#39;s TAM can become currently. But, she emphasized that &#34;there are big markets out there for us.&#34;</p><p><b>So, is NVDA Stock a Buy Now?</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32e0425c0c60e18b365f0fdaad3ab279\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"/><span>NVIDIA EV/Fwd EBITDA. Data source: S&amp;P Capital IQ</span></p><p>As mentioned earlier, NVIDIA stock is trading at an EV/NTM EBITDA of 59.2x, well above its 3Y mean of 43.9x. Moreover, its peers&#39; median is just 14x, therefore putting NVDA stock in &#34;significantly overvalued&#34; territory in comparison.</p><p>However, we believe that simply comparing NVDA stock&#39;s valuation against its peers would not have done the company justice. We believe that the current consensus estimates have not meaningfully accounted for its metaverse opportunity. Therefore, we believe the stock could be further re-rated when the revenue runway becomes clearer. With it, NVDA stock&#39;s fair value estimates could be further increased.</p><p>NVDA stock is currently trading above our fair value estimates, but not as significant as some bears have prognosticated. However, if you are more conservative and prefer to wait for a &#34;less risky&#34; entry point, you can.</p><p>But, if you have a firm conviction about CEO Jensen Huang &amp; Co.&#39;s execution and technological roadmap, then adding at the current price level doesn&#39;t seem unreasonable too.</p><p>We believe that NVIDIA has proven its mettle as one of the top AI tech companies globally. Moreover, it&#39;s only just getting started with its metaverse opportunity. While we can&#39;t tell you exactly where the stock will be in 2025, we believe it will continue to outperform the market in the next few years.</p><p>Therefore,<i>we revise our rating on NVDA stock to Buy</i>.</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>Where Will Nvidia Stock Be By 2025?</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\">\nWhere Will Nvidia Stock Be By 2025?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-31 20:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4477371-nvidia-stock-2025><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNVIDIA's software opportunity may not have been fully understood by bearish investors.Moreover, it's so massive that even its CFO couldn't map out the exact scale of the company's opportunities...</p>\n\n<a href=\"https://seekingalpha.com/article/4477371-nvidia-stock-2025\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4477371-nvidia-stock-2025","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120814298","content_text":"SummaryNVIDIA's software opportunity may not have been fully understood by bearish investors.Moreover, it's so massive that even its CFO couldn't map out the exact scale of the company's opportunities.We discuss why we think NVIDIA's software opportunity will be the critical driver for its stock price through 2025.Justin Sullivan/Getty Images NewsInvestment ThesisNVIDIA Corporation (NVDA) is one of the leading full-stack AI tech companies in our portfolio. Through CEO Jensen Huang's incredible leadership, the company is a leader in multiple fields. It has also built on its discrete GPU (dGPU) hardware leadership with its software stack through NVIDIA AI Enterprise. The company has also created the leading engine for metaverse developers, as NVIDIA aims to power the future of the next-gen computing platform. Moreover, NVIDIA's massive leadership in autonomous driving has also made it a critical player powering many leading EV makers and robotaxi operators' autonomous driving platforms.Bearish investors have often focused on NVIDIA's current valuation. NVDA stock's valuation is undoubtedly premium, trading at an EV/NTM EBITDA of 59.2x (peers median: 14x). Nevertheless, we think these investors may not have considered the massive market opportunities that NVDA has in the segments we mentioned earlier. Given that NVDA has such a clear and long runway ahead of it, it's more important to look well ahead into the next five to ten years. It would help us avoid looking at NVDA's expensive valuation through a narrow lens and deem it significantly overvalued.This article will discuss the opportunities ahead for NVIDIA and address its runway to 2025.Software Opportunities will Create Massive Revenue StreamsNVIDIA revenue and adjusted EBITDA margins mean consensus estimates. Data source: S&P Capital IQOne of the central arguments against NVIDIA is its slowing revenue growth moving forward. Readers can observe that NVIDIA's revenue is estimated to increase at a CAGR of 30.1% through FY24. However, its YoY revenue growth is projected to reach 60% this year. Thus, it is a significant slowdown in growth over the next two years. Despite that, NVDA could still gain substantial operating leverage as it scales.Notwithstanding the topline growth deceleration, its adjusted EBITDA margin is estimated to reach 41.4% in FY23, against just 33.8% in FY21. Therefore, we think it's critical for investors not to focus solely on NVDA's topline growth slowdown. Instead, they should also pay attention to its leverage.We believe that its growth opportunities in the metaverse through its software stack will be critical in driving its profitability.Besides the massive TAM increase,the bottom line drivers could have been missed by bearish investors.NVIDIA's hardware revenues mainly drive its EBITDA profitability currently. However, we believe that the company is in the early innings of capitalizing on the drivers from its software stack. We highlighted in a previous article that NVIDIA's software stack could add billions of dollars to its topline. Its AI Enterprise stack opportunity is estimated to be worth $5B. Moreover, we have not included the potential revenue from its metaverse engine, the NVIDIA Omniverse. The exact revenue opportunities from its software are hard to define. And most of them have yet to find their way to the company's topline. Despite that, we believe that these opportunities are massive, even just from its AI Enterprise stack.Importantly, NVIDIA Omniverse is probably an even more significant opportunity. The argument is straightforward. NVIDIA \"layers\" its Omniverse strategy on top of its hardware stack. Moreover, the metaverse is not just limited to Roblox (RBLX), Apple (AAPL), or Meta Platforms (FB). Cathy Hackl, Chief Metaverse Officer and CEO of Futures Intelligence Group emphasized: \"Every brand and company will need a metaverse strategy.\" eMarketer reminded us that next year, \"tech firms and brands (will) put those plans into action. We'll get a glimpse into how the metaverse will look and function.\"Therefore, we think NVDA has astutely positioned its formidable accelerated computing hardware stack to help these companies leverage its Omniverse engine. CEO Jensen Huang highlighted (edited):Omniverse is an engine for simulating the virtual world. There'll be many, many Omniverse worlds. Omniverse is designed to be able to create and simulate those worlds at a very large scale. We're in the business of technology infrastructure. So Omniverse is the engine, the algorithms, the mathematics, the computer graphics, the computer systems, the hardware, the system software. That's the focus of Omniverse. (DigiTimes)NVIDIA has created a symbiotic relationship with its software strategy by leveraging its hardware stack. When we think of full-stack, it's imperative that we consider this relationship. NVIDIA's software stack doesn't exist in a silo. The success of its hardware business underpins it. And, it's a highly successful hardware business with tremendous pricing power and adoption. Now, NVIDIA is taking many steps further by ensuring Omniverse becomes the core engine that companies use to develop their virtual worlds. But, why Omniverse? Surely there will be competing technologies with NVIDIA, who are also vying to be \"the metaverse engine.\"It's also relatively simple. Huang has mentioned it at GTC, but maybe the bears haven't caught on. NVIDIA Omniverse will be so advanced and profound that it can even help model climate change for the entire Earth. NVIDIA will be building \"the world's most powerful AI supercomputerd edicated to predicting climate change.\" Therefore, NVIDIA aims to model a digital twin of the Earth. NVDA has not gotten there yet. But Huang believes that it will cross the line eventually. Huang emphasized (edited):We’re going to go build that digital twin of the Earth. It’s going to be gigantic.This is going to be the largest AI supercomputer on the planet. All the technologies we’ve invented up to this moment are needed to make Earth-2 possible. I can’t imagine a greater or more important use. The simulation would be so precise it would need meter-level accuracy. If necessary, Nvidia would spend the money to offset the computing power used to run the simulation.And, if we build the digital twin of the Earth, we will get the metaverse for free. (VentureBeat)We think Huang aptly summed up the power of NVIDIA's amazing technology stack. Moreover, readers can imagine the incredible opportunity that NVDA would generate if it could build that digital twin of the Earth. That would give creators the ability to develop their virtual worlds based on NVIDIA's success in the Omniverse. Imagine the potential ubiquity of Omniverse as the go-to engine for many creators and companies building their virtual worlds. We cannot further underscore the tremendous monetization opportunities from its full-stack (hardware and software). And, we think we cannot easily model the estimates for NVDA's potential monetization since they are so novel. Even NVDA CFO Colette Kress stressed that she couldn't accurately forecast how large NVDA's TAM can become currently. But, she emphasized that \"there are big markets out there for us.\"So, is NVDA Stock a Buy Now?NVIDIA EV/Fwd EBITDA. Data source: S&P Capital IQAs mentioned earlier, NVIDIA stock is trading at an EV/NTM EBITDA of 59.2x, well above its 3Y mean of 43.9x. Moreover, its peers' median is just 14x, therefore putting NVDA stock in \"significantly overvalued\" territory in comparison.However, we believe that simply comparing NVDA stock's valuation against its peers would not have done the company justice. We believe that the current consensus estimates have not meaningfully accounted for its metaverse opportunity. Therefore, we believe the stock could be further re-rated when the revenue runway becomes clearer. With it, NVDA stock's fair value estimates could be further increased.NVDA stock is currently trading above our fair value estimates, but not as significant as some bears have prognosticated. However, if you are more conservative and prefer to wait for a \"less risky\" entry point, you can.But, if you have a firm conviction about CEO Jensen Huang & Co.'s execution and technological roadmap, then adding at the current price level doesn't seem unreasonable too.We believe that NVIDIA has proven its mettle as one of the top AI tech companies globally. Moreover, it's only just getting started with its metaverse opportunity. While we can't tell you exactly where the stock will be in 2025, we believe it will continue to outperform the market in the next few years.Therefore,we revise our rating on NVDA stock to Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}