lrjk1985 personal page - To The Moon

lrjk1985

lrjk1985

No personal profile

14Follow

9Followers

0Topic

0Badge

2022-01-10

Time to buy some bank stocks

Goldman Now Expects Four Fed Hikes, Sees Faster Runoff in 2022

2023-01-17

It's ok to have fantasies. This is one of them.

Apple Stock: The Path To $3 Trillion In 2023

2022-01-28

Said it before, and will say it again: if the company's fundamentals are strong, any dip in share price isa discount

Apple Sales and Profit Top Estimates as Hit from Chip Shortages Eases

2022-01-16

Very long on Pltr.

Palantir: The Myth Of Overvaluation

2022-01-22

PLTR is making profit hand over fist. This isn't a great analysis of Palantir

Why I Sold These 3 High-Growth Tech Stocks

2022-03-30

This is useless because it already happened. Don't follow!

Cathie Wood's ARK Invest Trades for 3/29: Buy Coinbase, BYD, Sell Tesla

2022-01-24

It is debt free. It has growing Free cash flow. It hasgrowing commercial customer base. It is sticky in terms of software. Employee stock compensation is large, but growing revenue is not slowing.It's a matter of time Before this one goes 10x

Is Palantir Stock A Buy Or Sell At Its Current Valuation?

2021-09-12

Interesting….

US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week

2022-05-21

Yup. This is one company that's Resilient

Buy Apple Stock for Resiliency During the Tech Sell-Off

2022-05-21

Absolutely buy

It's Down Almost 40% Year to Date -- Should Investors Buy Tesla Stock?

2022-03-11

Of course it is.

Sorry, the original content has been removed

2021-09-15

Micro movements are not as important as the bigger picture. For investors, look at the pipeline and margins

Apple shares rose 0.4% in premarket trading

2022-03-29

Honestly... 9% growth a year isn't bad or anything.

Tesla, Alphabet, and Amazon Are Planning Stock Splits. Will That Help Them Join the Dow?

2022-02-02

Can't say no to a stock split 😊😊😊

Alphabet shares rose 10% in premarket trading

2022-01-26

They've BOTH already won.

Cathie Wood vs. Warren Buffett: Who Will Win in 2022?

2022-06-08

I mean if you want to get washed out in a pump and dump by Goldman, go ahead

Goldman Sachs: Buy These 2 Stocks Before They Surge Over 40%

2022-04-25

How many people will buy in because of this?

Palantir: The Recovery Will Be Swift

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3582784322184490","uuid":"3582784322184490","gmtCreate":1619691481069,"gmtModify":1619694490219,"name":"lrjk1985","pinyin":"lrjk1985","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":9,"headSize":14,"tweetSize":101,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.27","exceedPercentage":"80.32%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.25","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":350898354196792,"gmtCreate":1726710300050,"gmtModify":1726710304081,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582784322184490","authorIdStr":"3582784322184490"},"themes":[],"htmlText":"The amount of BS","listText":"The amount of BS","text":"The amount of BS","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350898354196792","repostId":"2468814205","repostType":2,"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343634073063552,"gmtCreate":1724924536967,"gmtModify":1724924540755,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582784322184490","authorIdStr":"3582784322184490"},"themes":[],"htmlText":"The fundamentals exist. If you're in, you're in.","listText":"The fundamentals exist. If you're in, you're in.","text":"The fundamentals exist. If you're in, you're in.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343634073063552","repostId":"1107280994","repostType":2,"repost":{"id":"1107280994","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":1724924395,"share":"https://ttm.financial/m/news/1107280994?lang=&edition=fundamental","pubTime":"2024-08-29 17:39","market":"us","language":"en","title":"Nvidia Stock Trims Its losses After Disappointing Forecast, Blackwell Chip Snags","url":"https://stock-news.laohu8.com/highlight/detail?id=1107280994","media":"Tiger Newspress","summary":"Nvidia Corp. failed to live up to investor hopes with its latest results on Wednesday, delivering an underwhelming forecast and news of production snags with its much-awaited Blackwell chips.The compa","content":"<html><head></head><body><p>Nvidia Corp. failed to live up to investor hopes with its latest results on Wednesday, delivering an underwhelming forecast and news of production snags with its much-awaited Blackwell chips.</p><p>The company’s quarterly report — the most anticipated part of the tech industry’s earnings season — met or beat analysts’ estimates on nearly every measure. But Nvidia investors have grown accustomed to blowout quarters, and the latest numbers didn’t qualify.</p><p>Moreover, Nvidia’s next big cash cow — the new Blackwell processor lineup — has proven more challenging to manufacture than anticipated. The product is the next generation of the company’s dominant artificial intelligence processor, and fears of delays contributed to a stock decline of 2.4% in premarket trading Thursday, trimming previous losses. The shares had more than doubled this year through Wednesday’s close, following a gain of 239% in 2023.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a388c7573ec9ea965ae5c76f1c498cd4\" title=\"\" tg-width=\"872\" tg-height=\"624\"/></p><p>“It was up against lofty and unsustainable expectations,” Bloomberg Intelligence analysts Kunjan Sobhani and Oscar Hernandez Tejada said in a note.</p><p style=\"text-align: start;\">Third-quarter revenue will be about $32.5 billion, the company said. Though analysts had predicted $31.9 billion on average, estimates ranged as high as $37.9 billion.</p><p style=\"text-align: start;\">The disappointing outlook threatens to tamp down an AI frenzy that has transformed Nvidia into the world’s second-most-valuable company. The chipmaker is the key beneficiary of a race to upgrade data centers to handle AI software, and its sales forecasts have become a barometer for that spending boom.</p><p>Heading into the announcement, there was concern that Nvidia was having problems with its new Blackwell design. The company acknowledged that there were issues with production, saying that it was making changes to improve its manufacturing yield — the number of functioning chips that come out of factories. At the same time, the company said it expects to bring in “several billion dollars” of revenue in the fourth quarter from the product.</p><p style=\"text-align: start;\">Supplies will be plentiful after manufacturing gains momentum, Chief Executive Officer Jensen Huang said later during a Bloomberg Television interview. “We’re going to have lots and lots of supply, and we will be able to ramp,” he said.</p><p>Nvidia is coming off a string of quarters that shattered Wall Street expectations — even as analysts continued to raise estimates. But the amount of upside has been trending down.</p><p style=\"text-align: start;\">Most of Nvidia’s growth also has come from a small group of customers. About 40% of Nvidia’s revenue stems from large data-center operators — companies like Alphabet Inc.’s Google and Meta Platforms Inc. — which are pouring tens of billions of dollars into AI infrastructure.</p><p style=\"text-align: start;\">Though Meta and others have increased their capital expenditure budgets this earnings season, there’s been concern that the amount of infrastructure being put in place exceeds current requirements. That could lead to a bubble. But Nvidia’s Huang has maintained that this is only the beginning of a new era for technology and the economy.</p><p>Expectations were lofty. Nvidia has been the best performing stock in the S&amp;P 500 Index this year, eclipsing gains by all other semiconductor companies. At a market value of more than $3 trillion, Nvidia is worth roughly the same amount as the next 10 largest chip firms combined.</p><p>Nvidia made its name by selling video-game cards, but is now best known for so-called AI accelerators. These chips, derived from its graphics processors, are used to develop artificial intelligence software by bombarding it with information.</p><p style=\"text-align: start;\">The process, known as training, makes AI models better at recognizing and responding to real-world inputs. Nvidia’s components are also used in systems that then run the software, a stage known as inference, and help power services such as OpenAI’s ChatGPT.</p><p style=\"text-align: start;\">Last quarter’s results topped Wall Street projections, and the Santa Clara, California-based company’s board approved an additional $50 billion in stock buybacks.</p><p>Nvidia’s revenue more than doubled to $30 billion in the fiscal second quarter, which ended July 28. Excluding certain items, profit was 68 cents a share. Analysts had predicted sales of about $28.9 billion and earnings of 64 cents a share.</p><p style=\"text-align: start;\">Nvidia got a jump on other chipmakers because its technology was well-suited to the needs of AI. But rivals are trying to catch up. Advanced Micro Devices Inc. is now its closest competitor, with Intel Corp. — once the world’s biggest chipmaker — trailing further behind. Their combined revenue from the market is only about 5% of Nvidia’s total.</p><p style=\"text-align: start;\">Nvidia’s data-center division — now by far its largest source of sales — generated $26.3 billion of revenue last quarter. Gaming chips provided $2.9 billion. Analysts had given targets of $25.1 billion for the data-center unit and $2.79 billion for gaming.</p><p>Blackwell is expected to generate a fresh wave of growth when it rolls out in the coming months. Analysts have downplayed concerns about delays, noting that the company still enjoys huge demand for its current generation of products. That could help Nvidia cope with any delays without a big financial hit.</p><p style=\"text-align: start;\">In describing its challenges with Blackwell, Nvidia said it had to change a mask production step to improve its yield. A mask is the template used to burn the circuit pattern into materials deposited on a disk of silicon.</p><p style=\"text-align: start;\">Production of Blackwell is set to ramp up in the fourth quarter and continue into the next fiscal year, Nvidia said.</p><p style=\"text-align: start;\">During a post-results conference call, analysts sought more details on the amount of revenue that the new Blackwell chips would deliver and when. Huang and Chief Financial Officer Colette Kress stuck to their promise of billions of dollars in the fourth quarter, refusing to elaborate further.</p><p style=\"text-align: start;\">The stock extended its declines as the call went on and answers weren’t provided.</p><p style=\"text-align: start;\">In his typical fashion, Huang made high-level predictions on the future of the computing industry, arguing that a trillion dollars of equipment will be needed to replace outmoded gear in the world’s data centers. That replacement process is just beginning, he said.</p><p style=\"text-align: start;\">AI is taking over computer search, helping companies speed up their business processes, and needed by countries to secure data, he said.</p><p style=\"text-align: start;\">“It’s affecting how every layer of computing is done,” Huang said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Trims Its losses After Disappointing Forecast, Blackwell Chip Snags</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Trims Its losses After Disappointing Forecast, Blackwell Chip Snags\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\">2024-08-29 17:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia Corp. failed to live up to investor hopes with its latest results on Wednesday, delivering an underwhelming forecast and news of production snags with its much-awaited Blackwell chips.</p><p>The company’s quarterly report — the most anticipated part of the tech industry’s earnings season — met or beat analysts’ estimates on nearly every measure. But Nvidia investors have grown accustomed to blowout quarters, and the latest numbers didn’t qualify.</p><p>Moreover, Nvidia’s next big cash cow — the new Blackwell processor lineup — has proven more challenging to manufacture than anticipated. The product is the next generation of the company’s dominant artificial intelligence processor, and fears of delays contributed to a stock decline of 2.4% in premarket trading Thursday, trimming previous losses. The shares had more than doubled this year through Wednesday’s close, following a gain of 239% in 2023.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a388c7573ec9ea965ae5c76f1c498cd4\" title=\"\" tg-width=\"872\" tg-height=\"624\"/></p><p>“It was up against lofty and unsustainable expectations,” Bloomberg Intelligence analysts Kunjan Sobhani and Oscar Hernandez Tejada said in a note.</p><p style=\"text-align: start;\">Third-quarter revenue will be about $32.5 billion, the company said. Though analysts had predicted $31.9 billion on average, estimates ranged as high as $37.9 billion.</p><p style=\"text-align: start;\">The disappointing outlook threatens to tamp down an AI frenzy that has transformed Nvidia into the world’s second-most-valuable company. The chipmaker is the key beneficiary of a race to upgrade data centers to handle AI software, and its sales forecasts have become a barometer for that spending boom.</p><p>Heading into the announcement, there was concern that Nvidia was having problems with its new Blackwell design. The company acknowledged that there were issues with production, saying that it was making changes to improve its manufacturing yield — the number of functioning chips that come out of factories. At the same time, the company said it expects to bring in “several billion dollars” of revenue in the fourth quarter from the product.</p><p style=\"text-align: start;\">Supplies will be plentiful after manufacturing gains momentum, Chief Executive Officer Jensen Huang said later during a Bloomberg Television interview. “We’re going to have lots and lots of supply, and we will be able to ramp,” he said.</p><p>Nvidia is coming off a string of quarters that shattered Wall Street expectations — even as analysts continued to raise estimates. But the amount of upside has been trending down.</p><p style=\"text-align: start;\">Most of Nvidia’s growth also has come from a small group of customers. About 40% of Nvidia’s revenue stems from large data-center operators — companies like Alphabet Inc.’s Google and Meta Platforms Inc. — which are pouring tens of billions of dollars into AI infrastructure.</p><p style=\"text-align: start;\">Though Meta and others have increased their capital expenditure budgets this earnings season, there’s been concern that the amount of infrastructure being put in place exceeds current requirements. That could lead to a bubble. But Nvidia’s Huang has maintained that this is only the beginning of a new era for technology and the economy.</p><p>Expectations were lofty. Nvidia has been the best performing stock in the S&amp;P 500 Index this year, eclipsing gains by all other semiconductor companies. At a market value of more than $3 trillion, Nvidia is worth roughly the same amount as the next 10 largest chip firms combined.</p><p>Nvidia made its name by selling video-game cards, but is now best known for so-called AI accelerators. These chips, derived from its graphics processors, are used to develop artificial intelligence software by bombarding it with information.</p><p style=\"text-align: start;\">The process, known as training, makes AI models better at recognizing and responding to real-world inputs. Nvidia’s components are also used in systems that then run the software, a stage known as inference, and help power services such as OpenAI’s ChatGPT.</p><p style=\"text-align: start;\">Last quarter’s results topped Wall Street projections, and the Santa Clara, California-based company’s board approved an additional $50 billion in stock buybacks.</p><p>Nvidia’s revenue more than doubled to $30 billion in the fiscal second quarter, which ended July 28. Excluding certain items, profit was 68 cents a share. Analysts had predicted sales of about $28.9 billion and earnings of 64 cents a share.</p><p style=\"text-align: start;\">Nvidia got a jump on other chipmakers because its technology was well-suited to the needs of AI. But rivals are trying to catch up. Advanced Micro Devices Inc. is now its closest competitor, with Intel Corp. — once the world’s biggest chipmaker — trailing further behind. Their combined revenue from the market is only about 5% of Nvidia’s total.</p><p style=\"text-align: start;\">Nvidia’s data-center division — now by far its largest source of sales — generated $26.3 billion of revenue last quarter. Gaming chips provided $2.9 billion. Analysts had given targets of $25.1 billion for the data-center unit and $2.79 billion for gaming.</p><p>Blackwell is expected to generate a fresh wave of growth when it rolls out in the coming months. Analysts have downplayed concerns about delays, noting that the company still enjoys huge demand for its current generation of products. That could help Nvidia cope with any delays without a big financial hit.</p><p style=\"text-align: start;\">In describing its challenges with Blackwell, Nvidia said it had to change a mask production step to improve its yield. A mask is the template used to burn the circuit pattern into materials deposited on a disk of silicon.</p><p style=\"text-align: start;\">Production of Blackwell is set to ramp up in the fourth quarter and continue into the next fiscal year, Nvidia said.</p><p style=\"text-align: start;\">During a post-results conference call, analysts sought more details on the amount of revenue that the new Blackwell chips would deliver and when. Huang and Chief Financial Officer Colette Kress stuck to their promise of billions of dollars in the fourth quarter, refusing to elaborate further.</p><p style=\"text-align: start;\">The stock extended its declines as the call went on and answers weren’t provided.</p><p style=\"text-align: start;\">In his typical fashion, Huang made high-level predictions on the future of the computing industry, arguing that a trillion dollars of equipment will be needed to replace outmoded gear in the world’s data centers. That replacement process is just beginning, he said.</p><p style=\"text-align: start;\">AI is taking over computer search, helping companies speed up their business processes, and needed by countries to secure data, he said.</p><p style=\"text-align: start;\">“It’s affecting how every layer of computing is done,” Huang said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107280994","content_text":"Nvidia Corp. failed to live up to investor hopes with its latest results on Wednesday, delivering an underwhelming forecast and news of production snags with its much-awaited Blackwell chips.The company’s quarterly report — the most anticipated part of the tech industry’s earnings season — met or beat analysts’ estimates on nearly every measure. But Nvidia investors have grown accustomed to blowout quarters, and the latest numbers didn’t qualify.Moreover, Nvidia’s next big cash cow — the new Blackwell processor lineup — has proven more challenging to manufacture than anticipated. The product is the next generation of the company’s dominant artificial intelligence processor, and fears of delays contributed to a stock decline of 2.4% in premarket trading Thursday, trimming previous losses. The shares had more than doubled this year through Wednesday’s close, following a gain of 239% in 2023.“It was up against lofty and unsustainable expectations,” Bloomberg Intelligence analysts Kunjan Sobhani and Oscar Hernandez Tejada said in a note.Third-quarter revenue will be about $32.5 billion, the company said. Though analysts had predicted $31.9 billion on average, estimates ranged as high as $37.9 billion.The disappointing outlook threatens to tamp down an AI frenzy that has transformed Nvidia into the world’s second-most-valuable company. The chipmaker is the key beneficiary of a race to upgrade data centers to handle AI software, and its sales forecasts have become a barometer for that spending boom.Heading into the announcement, there was concern that Nvidia was having problems with its new Blackwell design. The company acknowledged that there were issues with production, saying that it was making changes to improve its manufacturing yield — the number of functioning chips that come out of factories. At the same time, the company said it expects to bring in “several billion dollars” of revenue in the fourth quarter from the product.Supplies will be plentiful after manufacturing gains momentum, Chief Executive Officer Jensen Huang said later during a Bloomberg Television interview. “We’re going to have lots and lots of supply, and we will be able to ramp,” he said.Nvidia is coming off a string of quarters that shattered Wall Street expectations — even as analysts continued to raise estimates. But the amount of upside has been trending down.Most of Nvidia’s growth also has come from a small group of customers. About 40% of Nvidia’s revenue stems from large data-center operators — companies like Alphabet Inc.’s Google and Meta Platforms Inc. — which are pouring tens of billions of dollars into AI infrastructure.Though Meta and others have increased their capital expenditure budgets this earnings season, there’s been concern that the amount of infrastructure being put in place exceeds current requirements. That could lead to a bubble. But Nvidia’s Huang has maintained that this is only the beginning of a new era for technology and the economy.Expectations were lofty. Nvidia has been the best performing stock in the S&P 500 Index this year, eclipsing gains by all other semiconductor companies. At a market value of more than $3 trillion, Nvidia is worth roughly the same amount as the next 10 largest chip firms combined.Nvidia made its name by selling video-game cards, but is now best known for so-called AI accelerators. These chips, derived from its graphics processors, are used to develop artificial intelligence software by bombarding it with information.The process, known as training, makes AI models better at recognizing and responding to real-world inputs. Nvidia’s components are also used in systems that then run the software, a stage known as inference, and help power services such as OpenAI’s ChatGPT.Last quarter’s results topped Wall Street projections, and the Santa Clara, California-based company’s board approved an additional $50 billion in stock buybacks.Nvidia’s revenue more than doubled to $30 billion in the fiscal second quarter, which ended July 28. Excluding certain items, profit was 68 cents a share. Analysts had predicted sales of about $28.9 billion and earnings of 64 cents a share.Nvidia got a jump on other chipmakers because its technology was well-suited to the needs of AI. But rivals are trying to catch up. Advanced Micro Devices Inc. is now its closest competitor, with Intel Corp. — once the world’s biggest chipmaker — trailing further behind. Their combined revenue from the market is only about 5% of Nvidia’s total.Nvidia’s data-center division — now by far its largest source of sales — generated $26.3 billion of revenue last quarter. Gaming chips provided $2.9 billion. Analysts had given targets of $25.1 billion for the data-center unit and $2.79 billion for gaming.Blackwell is expected to generate a fresh wave of growth when it rolls out in the coming months. Analysts have downplayed concerns about delays, noting that the company still enjoys huge demand for its current generation of products. That could help Nvidia cope with any delays without a big financial hit.In describing its challenges with Blackwell, Nvidia said it had to change a mask production step to improve its yield. A mask is the template used to burn the circuit pattern into materials deposited on a disk of silicon.Production of Blackwell is set to ramp up in the fourth quarter and continue into the next fiscal year, Nvidia said.During a post-results conference call, analysts sought more details on the amount of revenue that the new Blackwell chips would deliver and when. Huang and Chief Financial Officer Colette Kress stuck to their promise of billions of dollars in the fourth quarter, refusing to elaborate further.The stock extended its declines as the call went on and answers weren’t provided.In his typical fashion, Huang made high-level predictions on the future of the computing industry, arguing that a trillion dollars of equipment will be needed to replace outmoded gear in the world’s data centers. That replacement process is just beginning, he said.AI is taking over computer search, helping companies speed up their business processes, and needed by countries to secure data, he said.“It’s affecting how every layer of computing is done,” Huang said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322717472145464,"gmtCreate":1719819034541,"gmtModify":1719819038048,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582784322184490","authorIdStr":"3582784322184490"},"themes":[],"htmlText":"Nvdia is better, no cap.","listText":"Nvdia is better, no cap.","text":"Nvdia is better, no cap.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/322717472145464","repostId":"2447752866","repostType":2,"repost":{"id":"2447752866","kind":"highlight","pubTimestamp":1719812950,"share":"https://ttm.financial/m/news/2447752866?lang=&edition=fundamental","pubTime":"2024-07-01 13:49","market":"us","language":"en","title":"Better Semiconductor Stock: Nvidia or Advanced Micro Devices","url":"https://stock-news.laohu8.com/highlight/detail?id=2447752866","media":"Motley Fool","summary":"Which stock will be the better performer over the next five years?","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia and AMD have both seen strong growth in the data center segments.</p></li><li><p>The data center is a much larger piece of total revenue for Nvidia, compared to AMD.</p></li><li><p>The stocks trade at similar valuations despite Nvidia&#39;s superior revenue growth.</p></li></ul><p>In the battle for chip supremacy, two of the top companies battling it out are <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> and <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>. Over the past five years, both stocks have been strong performers. AMD is up over 433% during that stretch, which is outstanding. However, that return pales in comparison to the over 3,000% gain in Nvidia&#39;s stock.</p><p>Nvidia has been the better stock during the past five years, but which stock will likely outperform over the next five?</p><h2 id=\"id_3695142652\">Nvidia vs. AMD</h2><p>At the moment, the buildout of artificial intelligence (AI) infrastructure benefits both companies, given the demand for the graphic processing units (GPUs) needed to power large language model (LLM) training and artificial intelligence (AI) inference. This insatiable demand for GPUs led Nvidia&#39;s data center segment to post $22.6 billion in fiscal 2025 Q1 revenue (for the quarter ending April 28, 2024), an incredible 427% year-over-year increase. AMD&#39;s data center segment, meanwhile, saw its fiscal 2024 first-quarter revenue soar more than 80% year over year to $2.3 billion.</p><p>Nvidia has become the clear leader in the AI chip space, which can be seen with its data center segment generating nearly 10 times the amount of revenue that AMD&#39;s data center segment produced. The company&#39;s GPUs have become the primary ones used, due to its CUDA (Compute Unified Device Architecture) software platform, which developers have long been trained on to program the chips. This, in turn, has helped create a wide moat for the company&#39;s GPUs, giving it more than about 80% market share.</p><p>However, the segment is still growing nicely for AMD as its GPUs become an alternative to Nvidia&#39;s chips, which are in tight supply. Enterprises often like to have multiple suppliers so they don&#39;t become dependent on just one.</p><p>AMD is making some inroads. Last month, Microsoft announced that it would offer clusters of AMD&#39;s MI300X chips through its Azure cloud computing service as a Nvidia alternative. In addition, AMD recently said it has had serious inquiries about building an AI cluster with over 1 million GPUs. Given that AI training clusters are typically built with a few thousand GPUs, this would be a huge win for AMD if it ever came to fruition.</p><p>While Nvidia&#39;s results are dominated by its GPU products and data center segment, the data center only accounted for 43% of AMD&#39;s total revenue, while it was 87% of Nvidia&#39;s revenue. At the same time, some of AMD&#39;s other segments struggled, which led to total year-over-year revenue growth in the quarter of only 2%, compared to 262% for Nvidia.</p><h2 id=\"id_527809592\">Which stock is the better buy?</h2><p>Despite Nvidia&#39;s strong stock performance, the two stocks actually trade at nearly identical forward price-to-earnings (P/E) valuations. Nvidia trades at a forward P/E of 45.6, compared to AMD at 44.8.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9d04382deeaf88511a543723f8918910\" alt=\"NVDA PE Ratio (Forward) data by YCharts.\" title=\"NVDA PE Ratio (Forward) data by YCharts.\" tg-width=\"720\" tg-height=\"487\"/><span>NVDA PE Ratio (Forward) data by YCharts.</span></p><p>With the valuations so similar, the question of which is the better stock to own going forward should come down to which company will perform better operationally over the next few years.</p><p>Working in AMD&#39;s favor is that its data center segment has a much smaller base, compared to Nvidia. As the smaller company, it has the opportunity to take market share away from Nvidia. If the company can become a viable second source of GPU chips, it should see a lot of continued growth in the segment.</p><p>Meanwhile, looking five years out, the company&#39;s gaming segment, which has been a big drag, should see a huge improvement starting in 2027 or 2028. Microsoft is reportedly planning to launch its next-generation gaming console in 2028, while Sony is expected to launch its PlayStation 6 console in 2027 or 2028.</p><p>Back in 2022, AMD revenue related to the Sony PlayStation 5 (PS5) was nearly $3.8 billion, representing 16% of its revenue. Console sales typically peak their third year after launch, and the PS5 was introduced in 2020.</p><p>Working in Nvidia&#39;s favor is the moat it has created with its CUDA platform. Developers have already learned on its platform, and it takes time and training to work with other GPUs, which costs money. This should allow the company to keep its lead.</p><p>Meanwhile, AMD has started rapidly pushing innovation by developing next-generation architecture GPU platforms that will be backward compatible with its existing architecture. This should help drive huge demand from customers looking to stay at the cutting edge of AI capabilities.</p><p>If AI is still in its early innings and the data center buildout is just beginning, then Nvidia is my preferred stock to buy between the two chipmakers, given the moat it has created. However, I think AMD could also be a very solid investment, especially ahead of a gaming console refresh cycle in the next few years.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Semiconductor Stock: Nvidia or Advanced Micro Devices</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\">\nBetter Semiconductor Stock: Nvidia or Advanced Micro Devices\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-01 13:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/06/30/better-semiconductor-stock-nvidia-amd/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia and AMD have both seen strong growth in the data center segments.The data center is a much larger piece of total revenue for Nvidia, compared to AMD.The stocks trade at similar valuations ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/06/30/better-semiconductor-stock-nvidia-amd/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4097":"系统软件","BK4573":"虚拟现实","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","BK4581":"高盛持仓","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0149725797.USD":"汇丰美国股市经济规模基金","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4528":"SaaS概念","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0079474960.USD":"联博美国增长基金A","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4567":"ESG概念","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4576":"AR","BK4585":"ETF&股票定投概念","LU0056508442.USD":"贝莱德世界科技基金A2","BK4575":"芯片概念","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4566":"资本集团","NVDA":"英伟达","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4543":"AI","BK4588":"碎股","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4503":"景林资产持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4551":"寇图资本持仓","AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2024/06/30/better-semiconductor-stock-nvidia-amd/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2447752866","content_text":"Nvidia and AMD have both seen strong growth in the data center segments.The data center is a much larger piece of total revenue for Nvidia, compared to AMD.The stocks trade at similar valuations despite Nvidia's superior revenue growth.In the battle for chip supremacy, two of the top companies battling it out are Nvidia and Advanced Micro Devices. Over the past five years, both stocks have been strong performers. AMD is up over 433% during that stretch, which is outstanding. However, that return pales in comparison to the over 3,000% gain in Nvidia's stock.Nvidia has been the better stock during the past five years, but which stock will likely outperform over the next five?Nvidia vs. AMDAt the moment, the buildout of artificial intelligence (AI) infrastructure benefits both companies, given the demand for the graphic processing units (GPUs) needed to power large language model (LLM) training and artificial intelligence (AI) inference. This insatiable demand for GPUs led Nvidia's data center segment to post $22.6 billion in fiscal 2025 Q1 revenue (for the quarter ending April 28, 2024), an incredible 427% year-over-year increase. AMD's data center segment, meanwhile, saw its fiscal 2024 first-quarter revenue soar more than 80% year over year to $2.3 billion.Nvidia has become the clear leader in the AI chip space, which can be seen with its data center segment generating nearly 10 times the amount of revenue that AMD's data center segment produced. The company's GPUs have become the primary ones used, due to its CUDA (Compute Unified Device Architecture) software platform, which developers have long been trained on to program the chips. This, in turn, has helped create a wide moat for the company's GPUs, giving it more than about 80% market share.However, the segment is still growing nicely for AMD as its GPUs become an alternative to Nvidia's chips, which are in tight supply. Enterprises often like to have multiple suppliers so they don't become dependent on just one.AMD is making some inroads. Last month, Microsoft announced that it would offer clusters of AMD's MI300X chips through its Azure cloud computing service as a Nvidia alternative. In addition, AMD recently said it has had serious inquiries about building an AI cluster with over 1 million GPUs. Given that AI training clusters are typically built with a few thousand GPUs, this would be a huge win for AMD if it ever came to fruition.While Nvidia's results are dominated by its GPU products and data center segment, the data center only accounted for 43% of AMD's total revenue, while it was 87% of Nvidia's revenue. At the same time, some of AMD's other segments struggled, which led to total year-over-year revenue growth in the quarter of only 2%, compared to 262% for Nvidia.Which stock is the better buy?Despite Nvidia's strong stock performance, the two stocks actually trade at nearly identical forward price-to-earnings (P/E) valuations. Nvidia trades at a forward P/E of 45.6, compared to AMD at 44.8.NVDA PE Ratio (Forward) data by YCharts.With the valuations so similar, the question of which is the better stock to own going forward should come down to which company will perform better operationally over the next few years.Working in AMD's favor is that its data center segment has a much smaller base, compared to Nvidia. As the smaller company, it has the opportunity to take market share away from Nvidia. If the company can become a viable second source of GPU chips, it should see a lot of continued growth in the segment.Meanwhile, looking five years out, the company's gaming segment, which has been a big drag, should see a huge improvement starting in 2027 or 2028. Microsoft is reportedly planning to launch its next-generation gaming console in 2028, while Sony is expected to launch its PlayStation 6 console in 2027 or 2028.Back in 2022, AMD revenue related to the Sony PlayStation 5 (PS5) was nearly $3.8 billion, representing 16% of its revenue. Console sales typically peak their third year after launch, and the PS5 was introduced in 2020.Working in Nvidia's favor is the moat it has created with its CUDA platform. Developers have already learned on its platform, and it takes time and training to work with other GPUs, which costs money. This should allow the company to keep its lead.Meanwhile, AMD has started rapidly pushing innovation by developing next-generation architecture GPU platforms that will be backward compatible with its existing architecture. This should help drive huge demand from customers looking to stay at the cutting edge of AI capabilities.If AI is still in its early innings and the data center buildout is just beginning, then Nvidia is my preferred stock to buy between the two chipmakers, given the moat it has created. However, I think AMD could also be a very solid investment, especially ahead of a gaming console refresh cycle in the next few years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956801962,"gmtCreate":1673948979257,"gmtModify":1676538907330,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582784322184490","authorIdStr":"3582784322184490"},"themes":[],"htmlText":"It's ok to have fantasies. This is one of them.","listText":"It's ok to have fantasies. This is one of them.","text":"It's ok to have fantasies. This is one of them.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9956801962","repostId":"1110475662","repostType":4,"repost":{"id":"1110475662","kind":"news","pubTimestamp":1673942503,"share":"https://ttm.financial/m/news/1110475662?lang=&edition=fundamental","pubTime":"2023-01-17 16:01","market":"us","language":"en","title":"Apple Stock: The Path To $3 Trillion In 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1110475662","media":"TheStreet","summary":"Apple stock was valued at nearly $3 trillion exactly one year ago, but the share price took a 30%-plus dive in the 12 months that followed. How could the milestone be reached in 2023?","content":"<html><head></head><body><ul><li><b>Apple</b> stock came close to being valued at $3 trillion, but the milestone was never reached. Could it happen in 2023?</li></ul><ul><li>AAPL may get there if the economy and the markets at large behave well. The required 42% rally in a single year has not been as rare as some may think.</li></ul><ul><li>If investors are not in too big a hurry, then I think that $3 trillion is a matter of time. I present a few drivers that could push the market cap past this landmark.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86fd5ece26ffdc0df9f537f42fc40d17\" tg-width=\"1152\" tg-height=\"648\" referrerpolicy=\"no-referrer\"/><span>Figure 1: Apple Stock: The Path To $3 Trillion In 2023</span></p><h2>Apple Stock: So Close, Yet So Far</h2><p>Apple stock has come so close to being valued at $3 trillion in market cap that sometimes I forget that the company’s equity has never quite gotten there.</p><p>On January 3 last year, Apple was valued at $2.97 trillion. This was the closest that shares of the Cupertino company have been to the milestone. From there, the stock price tumbled 33% in one year, when the market value dipped slightly below $2 trillion at one point last week.</p><h2>AAPL: 42% Climb To $3 Trillion</h2><p>In order to finally be the first company to breach the $3 trillion mark, Apple would need to see its equity value rise by 42% – from the current share price of $133 to around $189 (this assumes no change in share count).</p><p>It may sound like aggressive expectations, but such a vicious rally could fully unfold in 2023 alone. Historically, AAPL has produced single-year returns of 42% or more 14 times out of 42 years, a whopping one-third of the time (once every three years, on average).</p><h2>Pay Attention To The Economy First</h2><p>For Apple stock to be valued at $3 trillion later this year, I believe that the economy and the equity markets will have to play a crucial role.</p><p>As I explained recently, “if the economy is growing, unemployment is low, inflation is under control, credit access is easy and fairly cheap, companies are investing in their operations and consumers are spending, virtually every corporation and their stocks will do well.”</p><p>This is what positive correlation is all about: one overarching theme (e.g., the economy) having a similar impact across a number of similar assets (e.g., stocks).</p><p>For Apple, reaching a market cap of $3 trillion effectively means returning to an all-time high, and not too much more. But if 2023 witnesses a recession, lingering inflation, stubbornly high interest rates, rich oil prices, severe geopolitical disruptions, or a combination of the above, it is highly unlikely that AAPL will be able to get to the milestone quickly.</p><p>To be fair, Apple stock has been suffering from supply chain issues lately, which helps to explain the underperformance of about 15 percentage points relative to the <b>S&amp;P 500</b> (<b>SPY</b>) in the past three months alone. Should worries ease, AAPL is likely to rebound.</p><p>But again, in terms of the $3 trillion target, we are looking at much more than just a bounce off a 52-week low. Apple stock probably needs more to support longer-lasting momentum.</p><h2>Could $3 Trillion Come After 2023?</h2><p>If investors are in no particular hurry to see AAPL reach $3 trillion, then the task at hand might be much easier to accomplish.</p><p>Given enough time, and assuming Apple remains the tech powerhouse that it has become in the iPhone era, $3 trillion will very likely come to fruition. For example, annual returns of no more than 15% over a period of only three years are enough to do the trick.</p><p>I believe what could send Apple beyond $3 trillion by the end of 2025, for example, are any of the following:</p><ul><li>Successful entry in the AR and VR worlds, first through the launch of a mixed reality device. One is expected to be announced as early as the spring of 2023.</li><li>The development of an autonomous vehicle system in partnership with an automaker – or, who knows, even the launch of an Apple Car. This will probably be a longer-term initiative that is unlikely to move the share price meaningfully this year.</li><li>A recovery in the services segment, which recently registered pitiful YOY revenue growth of only 5% (see chart below). Morgan Stanley once estimated that, due to the massive installed base combined with a very high lifetime value-to-customer acquisition cost ratio, Apple’s subscription business alone might be enough to push the share price beyond $200.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c1195bdd67e955318cdcbac3cc4e9bc\" tg-width=\"949\" tg-height=\"601\" referrerpolicy=\"no-referrer\"/><span>Figure 2: Apple&#39;s services revenue growth since 2019.</span></p></body></html>","source":"thestreet_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: The Path To $3 Trillion In 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: The Path To $3 Trillion In 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-17 16:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/news/apple-stock-the-path-to-3-trillion-in-2023><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple stock came close to being valued at $3 trillion, but the milestone was never reached. Could it happen in 2023?AAPL may get there if the economy and the markets at large behave well. The required...</p>\n\n<a href=\"https://www.thestreet.com/apple/news/apple-stock-the-path-to-3-trillion-in-2023\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/news/apple-stock-the-path-to-3-trillion-in-2023","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110475662","content_text":"Apple stock came close to being valued at $3 trillion, but the milestone was never reached. Could it happen in 2023?AAPL may get there if the economy and the markets at large behave well. The required 42% rally in a single year has not been as rare as some may think.If investors are not in too big a hurry, then I think that $3 trillion is a matter of time. I present a few drivers that could push the market cap past this landmark.Figure 1: Apple Stock: The Path To $3 Trillion In 2023Apple Stock: So Close, Yet So FarApple stock has come so close to being valued at $3 trillion in market cap that sometimes I forget that the company’s equity has never quite gotten there.On January 3 last year, Apple was valued at $2.97 trillion. This was the closest that shares of the Cupertino company have been to the milestone. From there, the stock price tumbled 33% in one year, when the market value dipped slightly below $2 trillion at one point last week.AAPL: 42% Climb To $3 TrillionIn order to finally be the first company to breach the $3 trillion mark, Apple would need to see its equity value rise by 42% – from the current share price of $133 to around $189 (this assumes no change in share count).It may sound like aggressive expectations, but such a vicious rally could fully unfold in 2023 alone. Historically, AAPL has produced single-year returns of 42% or more 14 times out of 42 years, a whopping one-third of the time (once every three years, on average).Pay Attention To The Economy FirstFor Apple stock to be valued at $3 trillion later this year, I believe that the economy and the equity markets will have to play a crucial role.As I explained recently, “if the economy is growing, unemployment is low, inflation is under control, credit access is easy and fairly cheap, companies are investing in their operations and consumers are spending, virtually every corporation and their stocks will do well.”This is what positive correlation is all about: one overarching theme (e.g., the economy) having a similar impact across a number of similar assets (e.g., stocks).For Apple, reaching a market cap of $3 trillion effectively means returning to an all-time high, and not too much more. But if 2023 witnesses a recession, lingering inflation, stubbornly high interest rates, rich oil prices, severe geopolitical disruptions, or a combination of the above, it is highly unlikely that AAPL will be able to get to the milestone quickly.To be fair, Apple stock has been suffering from supply chain issues lately, which helps to explain the underperformance of about 15 percentage points relative to the S&P 500 (SPY) in the past three months alone. Should worries ease, AAPL is likely to rebound.But again, in terms of the $3 trillion target, we are looking at much more than just a bounce off a 52-week low. Apple stock probably needs more to support longer-lasting momentum.Could $3 Trillion Come After 2023?If investors are in no particular hurry to see AAPL reach $3 trillion, then the task at hand might be much easier to accomplish.Given enough time, and assuming Apple remains the tech powerhouse that it has become in the iPhone era, $3 trillion will very likely come to fruition. For example, annual returns of no more than 15% over a period of only three years are enough to do the trick.I believe what could send Apple beyond $3 trillion by the end of 2025, for example, are any of the following:Successful entry in the AR and VR worlds, first through the launch of a mixed reality device. One is expected to be announced as early as the spring of 2023.The development of an autonomous vehicle system in partnership with an automaker – or, who knows, even the launch of an Apple Car. This will probably be a longer-term initiative that is unlikely to move the share price meaningfully this year.A recovery in the services segment, which recently registered pitiful YOY revenue growth of only 5% (see chart below). Morgan Stanley once estimated that, due to the massive installed base combined with a very high lifetime value-to-customer acquisition cost ratio, Apple’s subscription business alone might be enough to push the share price beyond $200.Figure 2: Apple's services revenue growth since 2019.","news_type":1},"isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916384106,"gmtCreate":1664511439405,"gmtModify":1676537469205,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582784322184490","authorIdStr":"3582784322184490"},"themes":[],"htmlText":"I mean if you believe someone else is going to create benchmark breaking&nbsp;SOC computers and highly integrated software/hardware phones, go ahead and sell.&nbsp;","listText":"I mean if you believe someone else is going to create benchmark breaking&nbsp;SOC computers and highly integrated software/hardware phones, go ahead and sell.&nbsp;","text":"I mean if you believe someone else is going to create benchmark breaking SOC computers and highly integrated software/hardware phones, go ahead and sell.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9916384106","repostId":"2271021710","repostType":2,"repost":{"id":"2271021710","kind":"highlight","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":1664495417,"share":"https://ttm.financial/m/news/2271021710?lang=&edition=fundamental","pubTime":"2022-09-30 07:50","market":"us","language":"en","title":"Apple Stock May Not Be a “Safe Haven” for Much Longer, Bank of America Warns in Downgrade","url":"https://stock-news.laohu8.com/highlight/detail?id=2271021710","media":"Dow Jones","summary":"Apple shares have beaten the S&P 500 so far in 2022, but analyst sees 'risk to this outperformance' ","content":"<html><head></head><body><p>Apple shares have beaten the S&amp;P 500 so far in 2022, but analyst sees &#39;risk to this outperformance&#39; heading into company&#39;s next fiscal year</p><p>Apple Inc. has beaten the broader technology industry this year, but a Bank of America analyst isn&#39;t sure that the stock can keep it up.</p><p>Analyst Wamsi Mohan downgraded Apple&#39;s stock <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> to neutral from buy Thursday, writing that demand trends could worsen heading into the new fiscal year.</p><p>&#34;Shares have outperformed significantly [year to date]...and have been perceived as a relative safe haven,&#34; he wrote. &#34;However, we see risk to this outperformance over the next year, as we expect material negative [estimate] revisions driven by weaker consumer demand.&#34;</p><p>Apple shares have declined 20% so far this year, as the S&amp;P 500  has fallen 24% and as the S&amp;P Composite 1500 Information Technology sector has declined 31%.</p><p>The stock is down 4.91% in Thursday&#39;s session.</p><p>Mohan worries about potential weakness in the iPhone 14 cycle given the economic pressures on consumers, particularly in Europe. While some analysts have been upbeat about the performance of the company&#39;s higher-priced iPhone 14 Pro models even as base-level iPhone 14 models seem to be disappointing, Mohan said that a stronger mix of Pro models won&#39;t be able to offset declines in revenue or profits if overall unit sales fall.</p><p>Additionally, he sees &#34;incremental risk of deceleration&#34; for the company&#39;s services business and worries that the iPad segment could see a &#34;reversion to pre-COVID levels.&#34; The Mac business could &#34;partially&#34; revert back to pre-pandemic levels, Mohan continued.</p><p>Then there are the challenges Apple faces from the stronger U.S. dollar. &#34;[W]hile hedges/pricing provide some offset, demand destruction is likely,&#34; Mohan wrote.</p><p>In his latest note, he took the opposite view of Rosenblatt Securities analyst Barton Crockett, who upgraded Apple&#39;s stock Thursday. Crockett was more upbeat about demand dynamics in the iPhone business, writing of strong consumer buying intent, especially for the Pro line, based on the results of his recent U.S. consumer survey.</p><p>Move over, TikTok: Social media has &#39;a new king in town&#39; in BeReal</p><p>Analysts on the whole remain overwhelmingly bullish on Apple shares: Just three of the 41 analysts tracked by FactSet who cover the stock have sell ratings, while six have hold ratings and 32 have buy ratings. The average price target listed on FactSet is $181.92, nearly 28% above current levels.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock May Not Be a “Safe Haven” for Much Longer, Bank of America Warns in Downgrade</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock May Not Be a “Safe Haven” for Much Longer, Bank of America Warns in Downgrade\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\">2022-09-30 07:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Apple shares have beaten the S&amp;P 500 so far in 2022, but analyst sees &#39;risk to this outperformance&#39; heading into company&#39;s next fiscal year</p><p>Apple Inc. has beaten the broader technology industry this year, but a Bank of America analyst isn&#39;t sure that the stock can keep it up.</p><p>Analyst Wamsi Mohan downgraded Apple&#39;s stock <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> to neutral from buy Thursday, writing that demand trends could worsen heading into the new fiscal year.</p><p>&#34;Shares have outperformed significantly [year to date]...and have been perceived as a relative safe haven,&#34; he wrote. &#34;However, we see risk to this outperformance over the next year, as we expect material negative [estimate] revisions driven by weaker consumer demand.&#34;</p><p>Apple shares have declined 20% so far this year, as the S&amp;P 500  has fallen 24% and as the S&amp;P Composite 1500 Information Technology sector has declined 31%.</p><p>The stock is down 4.91% in Thursday&#39;s session.</p><p>Mohan worries about potential weakness in the iPhone 14 cycle given the economic pressures on consumers, particularly in Europe. While some analysts have been upbeat about the performance of the company&#39;s higher-priced iPhone 14 Pro models even as base-level iPhone 14 models seem to be disappointing, Mohan said that a stronger mix of Pro models won&#39;t be able to offset declines in revenue or profits if overall unit sales fall.</p><p>Additionally, he sees &#34;incremental risk of deceleration&#34; for the company&#39;s services business and worries that the iPad segment could see a &#34;reversion to pre-COVID levels.&#34; The Mac business could &#34;partially&#34; revert back to pre-pandemic levels, Mohan continued.</p><p>Then there are the challenges Apple faces from the stronger U.S. dollar. &#34;[W]hile hedges/pricing provide some offset, demand destruction is likely,&#34; Mohan wrote.</p><p>In his latest note, he took the opposite view of Rosenblatt Securities analyst Barton Crockett, who upgraded Apple&#39;s stock Thursday. Crockett was more upbeat about demand dynamics in the iPhone business, writing of strong consumer buying intent, especially for the Pro line, based on the results of his recent U.S. consumer survey.</p><p>Move over, TikTok: Social media has &#39;a new king in town&#39; in BeReal</p><p>Analysts on the whole remain overwhelmingly bullish on Apple shares: Just three of the 41 analysts tracked by FactSet who cover the stock have sell ratings, while six have hold ratings and 32 have buy ratings. The average price target listed on FactSet is $181.92, nearly 28% above current levels.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","BK4571":"数字音乐概念","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4501":"段永平概念","BK4579":"人工智能","BK4550":"红杉资本持仓","BAC":"美国银行","BK4574":"无人驾驶","BK4207":"综合性银行","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4504":"桥水持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4507":"流媒体概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","AAPL":"苹果","BK4534":"瑞士信贷持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2271021710","content_text":"Apple shares have beaten the S&P 500 so far in 2022, but analyst sees 'risk to this outperformance' heading into company's next fiscal yearApple Inc. has beaten the broader technology industry this year, but a Bank of America analyst isn't sure that the stock can keep it up.Analyst Wamsi Mohan downgraded Apple's stock $(AAPL)$ to neutral from buy Thursday, writing that demand trends could worsen heading into the new fiscal year.\"Shares have outperformed significantly [year to date]...and have been perceived as a relative safe haven,\" he wrote. \"However, we see risk to this outperformance over the next year, as we expect material negative [estimate] revisions driven by weaker consumer demand.\"Apple shares have declined 20% so far this year, as the S&P 500  has fallen 24% and as the S&P Composite 1500 Information Technology sector has declined 31%.The stock is down 4.91% in Thursday's session.Mohan worries about potential weakness in the iPhone 14 cycle given the economic pressures on consumers, particularly in Europe. While some analysts have been upbeat about the performance of the company's higher-priced iPhone 14 Pro models even as base-level iPhone 14 models seem to be disappointing, Mohan said that a stronger mix of Pro models won't be able to offset declines in revenue or profits if overall unit sales fall.Additionally, he sees \"incremental risk of deceleration\" for the company's services business and worries that the iPad segment could see a \"reversion to pre-COVID levels.\" The Mac business could \"partially\" revert back to pre-pandemic levels, Mohan continued.Then there are the challenges Apple faces from the stronger U.S. dollar. \"[W]hile hedges/pricing provide some offset, demand destruction is likely,\" Mohan wrote.In his latest note, he took the opposite view of Rosenblatt Securities analyst Barton Crockett, who upgraded Apple's stock Thursday. Crockett was more upbeat about demand dynamics in the iPhone business, writing of strong consumer buying intent, especially for the Pro line, based on the results of his recent U.S. consumer survey.Move over, TikTok: Social media has 'a new king in town' in BeRealAnalysts on the whole remain overwhelmingly bullish on Apple shares: Just three of the 41 analysts tracked by FactSet who cover the stock have sell ratings, while six have hold ratings and 32 have buy ratings. The average price target listed on FactSet is $181.92, nearly 28% above current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993547198,"gmtCreate":1660707059617,"gmtModify":1676536384159,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582784322184490","authorIdStr":"3582784322184490"},"themes":[],"htmlText":"How many times do you want to try to con retail investors?","listText":"How many times do you want to try to con retail investors?","text":"How many times do you want to try to con retail investors?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993547198","repostId":"2259007017","repostType":2,"repost":{"id":"2259007017","kind":"news","pubTimestamp":1660706834,"share":"https://ttm.financial/m/news/2259007017?lang=&edition=fundamental","pubTime":"2022-08-17 11:27","market":"us","language":"en","title":"Palantir: Could It Be A FAANG?","url":"https://stock-news.laohu8.com/highlight/detail?id=2259007017","media":"Seeking Alpha","summary":"SummaryArguably all FAANG companies have been controversial in their early days. It is the pre-condi","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Arguably all FAANG companies have been controversial in their early days. It is the pre-condition of exploring a new market.</li><li>And few companies have been as controversial as Palantir, which is supported by the observation that the company works with the CIA and US spec ops.</li><li>In a nutshell, Palantir builds and markets an infrastructure that allows to aggregate and analyze large amounts of unstructured data.</li><li>Reflecting on enterprise digitalization, the metaverse and a expansion of crypto, Palantir&#39;s market opportunity in 2030 could be $1 trillion.</li><li>In my opinion, Palantir is undervalued. My base-case target price is $22.4/share.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f6cfa718e8398417ea21d2c4e2d8712\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><b>Thesis</b></p><p>Few companies are as controversial as Palantir (NYSE:PLTR). Some investors believe this company is building the infrastructure for the future, while others believe Palantir&#39;s market potential is limited to government intelligence anddoes not really have a competitive advantage against competitors. Even more notable, the same investor could alternate between these two views. For example, Cathie Wood once believed in Palantir&#39;s potential and bought as much as 15 million shares. But since then, she has completely sold out her fund&#39;s holdings. What is going on? How should investors think about Palantir. This article should provide more clarity.</p><p>For reference, Palantir stock is down more than 70% from ATH. YTD, Palantir is down more than 46%, while over the same period, the S&amp;P 500 has lost only about 11%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af9d1937b029ea7046d54454782db814\" tg-width=\"640\" tg-height=\"239\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p><b>More About Palantir</b></p><p>Arguably a key reason why investors have difficulties building an investment thesis around Palantir is that many actually do not really understand what Palantir does. This is understandable given that the company works, amongst others, with the US Special Forces and the CIA on secret projects.</p><p>In a nutshell, and somehow simplified,Palantir builds and markets an infrastructure that allows to aggregate and analyze large amounts of unstructured data. Or in other words, Palantir builds an operating system for data management on which users can layer interfaces and visualizations. This allows users to derive value-adding insights and support intelligence-driven decision making. That said, customers use the company&#39;s software to optimize production processes, consumer insights and marketing efforts, capital management and risk oversight.</p><p>For example, in the past Palantir has supported: the government with the planning and execution of special war operations; banks with scenario analysis and risk management during the financial crisis; the structured distribution of COVID-19 vaccines around the world to fight the epidemic.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b330c63a70d472c9062a1c0c227863cc\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/><span>Palantir Q2 2022 Presentation</span></p><p><b>Palantir&#39;s Opportunity</b></p><p>Palantir&#39;s market opportunity definitely has the potential to capture a potential that could indicate FAANG potential. In 2020, Palantir said that its addressable market is valued at around $120 billion.According to IDC, the market for data management/analytics and business intelligence (or in other words &#39;edge computing&#39;) is estimated at about $250 billion in 2024. And while I have no research to support this, I argue that on the backdrop of accelerating enterprise digitalization, the metaverse innovation and a continued expansion of crypto, Palantir&#39;s market opportunity could be valued at a $1 trillion potential in 2030 (this would indicate about 25% CAGR until 2030)</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5059c99b7d668bc766ffa96f0681e120\" tg-width=\"640\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/><span>Palantir Q2 2022 Presentation</span></p><p>Reflecting on Palantir&#39;s market opportunity,Alex Karp said:</p><blockquote><i>We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.</i></blockquote><blockquote><i>Most other companies are targeting small segments of the market.</i></blockquote><blockquote><b><i>We see and intend to capture the whole.</i></b></blockquote><p><b>Palantir Valuation</b></p><p>Palantir is currently valued at a one-year forward EV/Sales of x9.6 and a Price/Free Cash Flow of almost x75. Accordingly, it is fair to say that PLTR is trading expensively. But investors should consider the valuation in relation to the company&#39;s accelerating business expansion.</p><p>Personally, I believe that Palantir&#39;s business could grow at a 25% CAGR for the next 7 years. Accordingly, the company&#39;s sales could reach about $12 billion in 2030. If we consider a net-profit margin of 28%, which is in line with asset-light software firms, Palantir&#39;s net income for 2030 could be as high as $3.3 billion. I believe a x25 P/E multiple for 2030 could be reasonable and so I see a market capitalization of $82.5 billion. (Assuming Palantir&#39;s net-debt position does not change)</p><p>An analyst may discount the $82.5 billion with a reasonable rate, which I anchor on 8%, and find that Palantir should be valued at about $48 billion today, or about $22.4/share.</p><p>Risks</p><p>Investing in Palantir is a speculation, as there is considerable uncertainty related to projecting a company&#39;s fundamentals for multiple years into the future. Moreover, the uncertainty surrounding Palantir&#39;s value proposition adds to the complexity. That said, there is no guarantee that the company will reach my estimated 2030 sales and profitability targets.</p><p>Investors should also consider that much of Palantir&#39;s current share price volatility is driven by investor sentiment towards stocks. Accordingly, investors should expect price volatility even though Palantir&#39;s business outlook remains unchanged.</p><p><b>Conclusion</b></p><p>Arguably all FAANG companies have been controversial in their early days. It is the pre-condition of exploring a new market. Has Palantir the market and product potential to grow into a powerhouse that could rival the FAANGs? Personally, I do think so. Or as CEO Karp commented:</p><blockquote>We believe that our most significant growth is still yet to com</blockquote><p>I estimate that the market for data analytics and business intelligence could grow at a 25% CAGR until 2025 and accordingly I see significant upside for Palantir&#39;s business. If my analysis is correct, Palantir is undervalued. My base-case target price is $22.4/share.</p><p><i>What do you think, could Palantir be an equal to the FAANGs?</i></p><p>This article was written by Cavenagh Research. This document is for reference only.</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>Palantir: Could It Be A FAANG?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Could It Be A FAANG?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-17 11:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4534710-palantir-stock-could-it-be-a-faang><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryArguably all FAANG companies have been controversial in their early days. It is the pre-condition of exploring a new market.And few companies have been as controversial as Palantir, which is ...</p>\n\n<a href=\"https://seekingalpha.com/article/4534710-palantir-stock-could-it-be-a-faang\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4534710-palantir-stock-could-it-be-a-faang","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2259007017","content_text":"SummaryArguably all FAANG companies have been controversial in their early days. It is the pre-condition of exploring a new market.And few companies have been as controversial as Palantir, which is supported by the observation that the company works with the CIA and US spec ops.In a nutshell, Palantir builds and markets an infrastructure that allows to aggregate and analyze large amounts of unstructured data.Reflecting on enterprise digitalization, the metaverse and a expansion of crypto, Palantir's market opportunity in 2030 could be $1 trillion.In my opinion, Palantir is undervalued. My base-case target price is $22.4/share.Michael Vi/iStock Editorial via Getty ImagesThesisFew companies are as controversial as Palantir (NYSE:PLTR). Some investors believe this company is building the infrastructure for the future, while others believe Palantir's market potential is limited to government intelligence anddoes not really have a competitive advantage against competitors. Even more notable, the same investor could alternate between these two views. For example, Cathie Wood once believed in Palantir's potential and bought as much as 15 million shares. But since then, she has completely sold out her fund's holdings. What is going on? How should investors think about Palantir. This article should provide more clarity.For reference, Palantir stock is down more than 70% from ATH. YTD, Palantir is down more than 46%, while over the same period, the S&P 500 has lost only about 11%.Seeking AlphaMore About PalantirArguably a key reason why investors have difficulties building an investment thesis around Palantir is that many actually do not really understand what Palantir does. This is understandable given that the company works, amongst others, with the US Special Forces and the CIA on secret projects.In a nutshell, and somehow simplified,Palantir builds and markets an infrastructure that allows to aggregate and analyze large amounts of unstructured data. Or in other words, Palantir builds an operating system for data management on which users can layer interfaces and visualizations. This allows users to derive value-adding insights and support intelligence-driven decision making. That said, customers use the company's software to optimize production processes, consumer insights and marketing efforts, capital management and risk oversight.For example, in the past Palantir has supported: the government with the planning and execution of special war operations; banks with scenario analysis and risk management during the financial crisis; the structured distribution of COVID-19 vaccines around the world to fight the epidemic.Palantir Q2 2022 PresentationPalantir's OpportunityPalantir's market opportunity definitely has the potential to capture a potential that could indicate FAANG potential. In 2020, Palantir said that its addressable market is valued at around $120 billion.According to IDC, the market for data management/analytics and business intelligence (or in other words 'edge computing') is estimated at about $250 billion in 2024. And while I have no research to support this, I argue that on the backdrop of accelerating enterprise digitalization, the metaverse innovation and a continued expansion of crypto, Palantir's market opportunity could be valued at a $1 trillion potential in 2030 (this would indicate about 25% CAGR until 2030)Palantir Q2 2022 PresentationReflecting on Palantir's market opportunity,Alex Karp said:We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.Most other companies are targeting small segments of the market.We see and intend to capture the whole.Palantir ValuationPalantir is currently valued at a one-year forward EV/Sales of x9.6 and a Price/Free Cash Flow of almost x75. Accordingly, it is fair to say that PLTR is trading expensively. But investors should consider the valuation in relation to the company's accelerating business expansion.Personally, I believe that Palantir's business could grow at a 25% CAGR for the next 7 years. Accordingly, the company's sales could reach about $12 billion in 2030. If we consider a net-profit margin of 28%, which is in line with asset-light software firms, Palantir's net income for 2030 could be as high as $3.3 billion. I believe a x25 P/E multiple for 2030 could be reasonable and so I see a market capitalization of $82.5 billion. (Assuming Palantir's net-debt position does not change)An analyst may discount the $82.5 billion with a reasonable rate, which I anchor on 8%, and find that Palantir should be valued at about $48 billion today, or about $22.4/share.RisksInvesting in Palantir is a speculation, as there is considerable uncertainty related to projecting a company's fundamentals for multiple years into the future. Moreover, the uncertainty surrounding Palantir's value proposition adds to the complexity. That said, there is no guarantee that the company will reach my estimated 2030 sales and profitability targets.Investors should also consider that much of Palantir's current share price volatility is driven by investor sentiment towards stocks. Accordingly, investors should expect price volatility even though Palantir's business outlook remains unchanged.ConclusionArguably all FAANG companies have been controversial in their early days. It is the pre-condition of exploring a new market. Has Palantir the market and product potential to grow into a powerhouse that could rival the FAANGs? Personally, I do think so. Or as CEO Karp commented:We believe that our most significant growth is still yet to comI estimate that the market for data analytics and business intelligence could grow at a 25% CAGR until 2025 and accordingly I see significant upside for Palantir's business. If my analysis is correct, Palantir is undervalued. My base-case target price is $22.4/share.What do you think, could Palantir be an equal to the FAANGs?This article was written by Cavenagh Research. This document is for reference only.","news_type":1},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046830194,"gmtCreate":1656325067318,"gmtModify":1676535806113,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582784322184490","authorIdStr":"3582784322184490"},"themes":[],"htmlText":"Just... wait for the bottom before you go in.","listText":"Just... wait for the bottom before you go in.","text":"Just... wait for the bottom before you go in.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046830194","repostId":"2246753313","repostType":2,"repost":{"id":"2246753313","kind":"highlight","pubTimestamp":1656294307,"share":"https://ttm.financial/m/news/2246753313?lang=&edition=fundamental","pubTime":"2022-06-27 09:45","market":"us","language":"en","title":"Should You Buy Tesla Stock Right Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=2246753313","media":"Motley Fool","summary":"EV stocks have lost a lot of steam lately -- but Tesla is in a class of its own.","content":"<html><head></head><body><p>The electric vehicle (EV) market has been stumbling as investors shift much of their attention away from growth stocks and look for safer places to put their money.</p><p>But avoiding the EV market entirely could be a huge mistake, and ignoring <b>Tesla</b>&#39;s lead in the space could be an especially bad decision. Here&#39;s why Tesla&#39;s stock is a buy right now.</p><h2><b>Vehicle production and deliveries hit the gas</b></h2><p>While younger EV companies are still trying to figure out how to increase their production, Tesla&#39;s production levels are likely causing envy among its smaller competitors.</p><p>For example, Tesla produced 305,407 vehicles in the most recent quarter, an increase of 69% from the year-ago quarter. The EV maker is also quickly getting those vehicles into the hands of customers, with deliveries reaching 310,048 in the quarter, up 68% year over year.</p><p>Those figures represent record vehicle deliveries and production for the company, and they came at a time when some production was stifled in China.</p><p>By comparison, <b>Rivian</b> says it will only be able to produce 25,000 electric vehicles this year (down from its previous estimate of 50,000) because of supply chain issues.  And <b>Lucid Group</b> also cut its 2022 production goal from a previous estimate of 20,000 vehicles down to about 13,000 for the same reason.</p><p>Some legacy automakers are also finding the transition to making EVs harder than they anticipated as well. <b>Toyota</b> recently recalled its first mass-produced electric vehicles -- 2,700 total -- less than two months after they launched.</p><p>The point here is that while competition is certainly increasing, Tesla has shown that compared to some of its competitors it&#39;s doing a better job with EV production.</p><h2><b>Automotive revenue and profit are climbing fast</b></h2><p>Tesla&#39;s automotive revenue increased at a rapid pace, reaching $16.9 billion in the first quarter -- an 87% year-over-year increase. The increase was due to the company&#39;s stellar vehicle production and delivery growth.</p><p>In addition to its sales jump, the company is earning more profit from its vehicles. Automotive gross profit spiked 132% in the first quarter to $5.5 billion.</p><p>The result was a record non-GAAP net income for the EV company, surpassing $1 billion for the first time ever in a quarter.</p><h2><b>Vehicle production could be even better this year</b></h2><p>It would be one thing if Tesla&#39;s stellar quarter was a one-off, but it isn&#39;t. The company believes it has a &#34;reasonable shot&#34; at increasing vehicle production another 60% this year, compared to 2021.</p><p>Part of that optimism comes from the fact that the company&#39;s factory in Shanghai is &#34;coming back with a vengeance,&#34; according to Tesla CEO Elon Musk, after COVID-19-related shutdowns curbed production last year.</p><p>Additionally, Tesla&#39;s newest factories, in Germany and Texas, only just came online in March and April. Tesla is still overcoming some production hurdles from the two plants, with Musk saying recently that the factories are &#34;losing billions of dollars&#34; right now, due to supply chain issues. But both are expected to significantly increase their production output this year and Tesla hasn&#39;t changed its previous statement of aiming for 60% higher vehicle production this year -- which would equal about 1.5 million vehicles.</p><h2><b>An EV leader that&#39;s only getting stronger</b></h2><p>Like many other stocks during the pandemic, Tesla&#39;s share price surged, only to cool down during a broader market sell-off. The result is an EV leader whose share price is down 38% year to date.</p><p>Some of that share price drop comes from Tesla investors worrying that Musk is getting sidetracked by his purchase of <b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a></b>. And while that&#39;s certainly something for Tesla investors to keep an eye on, it doesn&#39;t change the fact that Tesla&#39;s vehicle production is increasing quickly, and revenue and profit are both climbing.</p><p>Sure, there could be more share price volatility in the short term. But with Tesla&#39;s early moves in the EV industry already paying off and the company far ahead of younger EV start-ups, its stock could continue to be a great long-term play in the EV space, particularly at today&#39;s bargain price.</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>Should You Buy Tesla Stock Right Now?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShould You Buy Tesla Stock Right Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-27 09:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/26/should-you-buy-tesla-stock-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The electric vehicle (EV) market has been stumbling as investors shift much of their attention away from growth stocks and look for safer places to put their money.But avoiding the EV market entirely ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/26/should-you-buy-tesla-stock-right-now/\">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://www.fool.com/investing/2022/06/26/should-you-buy-tesla-stock-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2246753313","content_text":"The electric vehicle (EV) market has been stumbling as investors shift much of their attention away from growth stocks and look for safer places to put their money.But avoiding the EV market entirely could be a huge mistake, and ignoring Tesla's lead in the space could be an especially bad decision. Here's why Tesla's stock is a buy right now.Vehicle production and deliveries hit the gasWhile younger EV companies are still trying to figure out how to increase their production, Tesla's production levels are likely causing envy among its smaller competitors.For example, Tesla produced 305,407 vehicles in the most recent quarter, an increase of 69% from the year-ago quarter. The EV maker is also quickly getting those vehicles into the hands of customers, with deliveries reaching 310,048 in the quarter, up 68% year over year.Those figures represent record vehicle deliveries and production for the company, and they came at a time when some production was stifled in China.By comparison, Rivian says it will only be able to produce 25,000 electric vehicles this year (down from its previous estimate of 50,000) because of supply chain issues.  And Lucid Group also cut its 2022 production goal from a previous estimate of 20,000 vehicles down to about 13,000 for the same reason.Some legacy automakers are also finding the transition to making EVs harder than they anticipated as well. Toyota recently recalled its first mass-produced electric vehicles -- 2,700 total -- less than two months after they launched.The point here is that while competition is certainly increasing, Tesla has shown that compared to some of its competitors it's doing a better job with EV production.Automotive revenue and profit are climbing fastTesla's automotive revenue increased at a rapid pace, reaching $16.9 billion in the first quarter -- an 87% year-over-year increase. The increase was due to the company's stellar vehicle production and delivery growth.In addition to its sales jump, the company is earning more profit from its vehicles. Automotive gross profit spiked 132% in the first quarter to $5.5 billion.The result was a record non-GAAP net income for the EV company, surpassing $1 billion for the first time ever in a quarter.Vehicle production could be even better this yearIt would be one thing if Tesla's stellar quarter was a one-off, but it isn't. The company believes it has a \"reasonable shot\" at increasing vehicle production another 60% this year, compared to 2021.Part of that optimism comes from the fact that the company's factory in Shanghai is \"coming back with a vengeance,\" according to Tesla CEO Elon Musk, after COVID-19-related shutdowns curbed production last year.Additionally, Tesla's newest factories, in Germany and Texas, only just came online in March and April. Tesla is still overcoming some production hurdles from the two plants, with Musk saying recently that the factories are \"losing billions of dollars\" right now, due to supply chain issues. But both are expected to significantly increase their production output this year and Tesla hasn't changed its previous statement of aiming for 60% higher vehicle production this year -- which would equal about 1.5 million vehicles.An EV leader that's only getting strongerLike many other stocks during the pandemic, Tesla's share price surged, only to cool down during a broader market sell-off. The result is an EV leader whose share price is down 38% year to date.Some of that share price drop comes from Tesla investors worrying that Musk is getting sidetracked by his purchase of Twitter. And while that's certainly something for Tesla investors to keep an eye on, it doesn't change the fact that Tesla's vehicle production is increasing quickly, and revenue and profit are both climbing.Sure, there could be more share price volatility in the short term. But with Tesla's early moves in the EV industry already paying off and the company far ahead of younger EV start-ups, its stock could continue to be a great long-term play in the EV space, particularly at today's bargain price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049083779,"gmtCreate":1655721072191,"gmtModify":1676535692473,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582784322184490","authorIdStr":"3582784322184490"},"themes":[],"htmlText":"There is no near case here to talk about.","listText":"There is no near case here to talk about.","text":"There is no near case here to talk about.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049083779","repostId":"2244145198","repostType":2,"repost":{"id":"2244145198","kind":"highlight","pubTimestamp":1655738413,"share":"https://ttm.financial/m/news/2244145198?lang=&edition=fundamental","pubTime":"2022-06-20 23:20","market":"us","language":"en","title":"Apple Stock: Bull vs. Bear","url":"https://stock-news.laohu8.com/highlight/detail?id=2244145198","media":"Motley Fool","summary":"Are you for or against Apple stock?","content":"<html><head></head><body><p><b>Apple</b> ranks high among the most popular companies in the world. Its flagship product, the iPhone, is one of the most successful tech-based devices of all time.</p><p>That popularity has helped make Apple stock successful and in demand for more than a decade now. But is the stock still a buy? There are undoubtedly opinions on both sides.</p><p>Let&#39;s look at both sides of the argument and see if we can determine whether the bull case or the bear case wins the day on Apple stock.</p><h2>Bull case: Innovation spanning decades</h2><p>The decades of proven innovation are at the core of my bull case for Apple. The company has developed multiple iconic products that have generated billions of dollars in sales, and that ability is attractive to investors. The ability to keep coming up with something new that consumers want suggests that Apple can keep the revenue train rolling even when sales of its current lineup start to lose steam (something that is not yet the case with its current lineup).</p><p>Annual revenue has gone from $156 billion a decade ago to $365 billion in the latest fiscal year. That growth boosted annual operating income from $55 billion to $109 billion over the same timeframe. The various iterations of the iPhone have fueled much of that surge and show no significant signs of slowing down.</p><p>In Apple&#39;s most recent quarter, sales of the iPhone (now in its 13th iteration) increased from $47.9 billion in the prior year&#39;s quarter to $50.6 billion. The most recent update included the latest 5G technology, spurring higher-than-average upgrades from older models.</p><p>Moreover, the popularity of the iPhone has allowed Apple to build a robust services business that complements the pioneering smartphone. The company boasts a whopping 825 million service subscribers, an increase of 165 million from last year. Its lineup includes Apple Music, Apple TV+, iCloud, Apple Fitness, and more. Note the gross margin on its services segment is 72.6%, while that of its products is 36.4%.</p><p>Those 825 million subscribers are not only providing high-margin revenue to Apple, but are also prime candidates to buy its latest products. Once customers enter the Apple ecosystem and customize their products and services to their liking, they&#39;ll likely stick around long term.</p><h2>Bear case: Heavy dependence on iPhone</h2><p>The bear case concedes that Apple is a tremendously successful innovator with decades of proof. However, the case against investing in Apple centers around its iPhone dependence. While Apple has done an excellent job creating sought-after consumer electronics like the iPod, iPad, AirPods, Apple Watch, etc., it&#39;s still largely dependent on the iPhone.</p><p>In its most recent quarter, the iPhone comprised 52% of the company&#39;s overall sales. That&#39;s not even including all the attachments that go along with it. The risk is that if Apple doesn&#39;t continue its iPhone success, revenue growth could stall or even reverse. Similarly, if another business creates a more attractive consumer electronic that unseats the iPhone, it could be disastrous for Apple.</p><p>There are hints of wearable glasses that could be capable of everything a smartphone can do and more. Virtual-reality headsets are gaining in popularity alongside the metaverse. Innovation is unpredictable. For Apple to rely so heavily on one product for 52% of its sales adds a layer of risk to the business.</p><h2>The bulls win out</h2><p>Overall, the bull case carries more weight. Admittedly, there&#39;s a risk in Apple&#39;s dependence on the iPhone. That being said, with its decades-long history of creating multiple innovative products, Apple stands a reasonable chance of pivoting to the next popular thing when it comes to light.</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>Apple Stock: Bull vs. Bear</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: Bull vs. Bear\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-20 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/17/apple-stock-bull-vs-bear/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple ranks high among the most popular companies in the world. Its flagship product, the iPhone, is one of the most successful tech-based devices of all time.That popularity has helped make Apple ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/17/apple-stock-bull-vs-bear/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2022/06/17/apple-stock-bull-vs-bear/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2244145198","content_text":"Apple ranks high among the most popular companies in the world. Its flagship product, the iPhone, is one of the most successful tech-based devices of all time.That popularity has helped make Apple stock successful and in demand for more than a decade now. But is the stock still a buy? There are undoubtedly opinions on both sides.Let's look at both sides of the argument and see if we can determine whether the bull case or the bear case wins the day on Apple stock.Bull case: Innovation spanning decadesThe decades of proven innovation are at the core of my bull case for Apple. The company has developed multiple iconic products that have generated billions of dollars in sales, and that ability is attractive to investors. The ability to keep coming up with something new that consumers want suggests that Apple can keep the revenue train rolling even when sales of its current lineup start to lose steam (something that is not yet the case with its current lineup).Annual revenue has gone from $156 billion a decade ago to $365 billion in the latest fiscal year. That growth boosted annual operating income from $55 billion to $109 billion over the same timeframe. The various iterations of the iPhone have fueled much of that surge and show no significant signs of slowing down.In Apple's most recent quarter, sales of the iPhone (now in its 13th iteration) increased from $47.9 billion in the prior year's quarter to $50.6 billion. The most recent update included the latest 5G technology, spurring higher-than-average upgrades from older models.Moreover, the popularity of the iPhone has allowed Apple to build a robust services business that complements the pioneering smartphone. The company boasts a whopping 825 million service subscribers, an increase of 165 million from last year. Its lineup includes Apple Music, Apple TV+, iCloud, Apple Fitness, and more. Note the gross margin on its services segment is 72.6%, while that of its products is 36.4%.Those 825 million subscribers are not only providing high-margin revenue to Apple, but are also prime candidates to buy its latest products. Once customers enter the Apple ecosystem and customize their products and services to their liking, they'll likely stick around long term.Bear case: Heavy dependence on iPhoneThe bear case concedes that Apple is a tremendously successful innovator with decades of proof. However, the case against investing in Apple centers around its iPhone dependence. While Apple has done an excellent job creating sought-after consumer electronics like the iPod, iPad, AirPods, Apple Watch, etc., it's still largely dependent on the iPhone.In its most recent quarter, the iPhone comprised 52% of the company's overall sales. That's not even including all the attachments that go along with it. The risk is that if Apple doesn't continue its iPhone success, revenue growth could stall or even reverse. Similarly, if another business creates a more attractive consumer electronic that unseats the iPhone, it could be disastrous for Apple.There are hints of wearable glasses that could be capable of everything a smartphone can do and more. Virtual-reality headsets are gaining in popularity alongside the metaverse. Innovation is unpredictable. For Apple to rely so heavily on one product for 52% of its sales adds a layer of risk to the business.The bulls win outOverall, the bull case carries more weight. Admittedly, there's a risk in Apple's dependence on the iPhone. That being said, with its decades-long history of creating multiple innovative products, Apple stands a reasonable chance of pivoting to the next popular thing when it comes to light.","news_type":1},"isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051663858,"gmtCreate":1654685188774,"gmtModify":1676535491587,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582784322184490","authorIdStr":"3582784322184490"},"themes":[],"htmlText":"Amazon has crushed expectations year after year, and it's A dominant force With AWS. Don't underestimate it.","listText":"Amazon has crushed expectations year after year, and it's A dominant force With AWS. Don't underestimate it.","text":"Amazon has crushed expectations year after year, and it's A dominant force With AWS. Don't underestimate it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051663858","repostId":"2241079374","repostType":4,"repost":{"id":"2241079374","kind":"highlight","pubTimestamp":1654681460,"share":"https://ttm.financial/m/news/2241079374?lang=&edition=fundamental","pubTime":"2022-06-08 17:44","market":"us","language":"en","title":"3 Reasons To Buy Amazon Stock After Its Stock Split","url":"https://stock-news.laohu8.com/highlight/detail?id=2241079374","media":"seekingalpha","summary":"ThesisAmazon stock is a good buy now because its stock split could provide short term momentum, it h","content":"<html><head></head><body><h2>Thesis</h2><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> stock is a good buy now because its stock split could provide short term momentum, it has <a href=\"https://laohu8.com/S/AONE.U\">one</a> of its lowest valuations in recent years, and AWS remains a great business with a lot of growth left.</p><h2>Reason 1: The Split</h2><p>Stock splits decrease the share price of a company but increase its shares outstanding. Since these changes offset, it&#39;s often said that stock splits don&#39;t matter. While this is true from a fundamental perspective, a company usually won&#39;t split its stock unless it&#39;s confident that the business will continue to perform well, and studies have shown that the average company that splits its stock tends to outperform in the short term.</p><p>There are other benefits to splitting a stock besides improving sentiment. For example, retail investors who don&#39;t have access to fractional shares or who prefer to invest through options (which can&#39;t be fractional) might be considering buying Amazon for the first time after its split. Having a lower price could also allow Amazon to be added to the price-weighted Dow index. These factors could improve the accessibility of Amazon stock and modestly push the price up by increasing demand.</p><h2>Reason 2: Valuation</h2><p><img src=\"https://static.tigerbbs.com/796ceba307889adfc0987aaac6df1db1\" tg-width=\"574\" tg-height=\"452\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Amazon has consistently done well in Seeking Alpha&#39;s factor grades when it comes to growth and profitability. Although momentum and positive revisions come and go, over the long term Amazon has been a very consistent performer. The sticking point for many investors has always been valuation, and Amazon currently gets an F for valuation.</p><p>At 59 P/E, Amazon is the most expensive of the mega cap tech companies, so the poor valuation grade makes sense at face value. However, Amazon has always been growth-oriented and has not focused on maximizing earnings in the past. That may be changing now, as Amazon has become extremely large, and its revenue growth has slowed noticeably.</p><p><img src=\"https://static.tigerbbs.com/7bde3be5ceeb029ab212467dcb3e2325\" tg-width=\"640\" tg-height=\"100\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>According to Seeking Alpha, analysts expect EPS to grow very rapidly in the coming years, bringing Amazon to a low forward P/E of 11.66 by the end of 2027. This is 30-50% lower than the estimated P/E for comparable mega caps Apple (AAPL) and Microsoft (MSFT) at that time, but slightly higher than that of Google (GOOG).</p><p>So, while Amazon&#39;s P/E looks high now, if analysts are correct then it will actually be one of the cheaper big tech companies by 2027 despite arguably having the most growth potential of these big four companies.</p><p><img src=\"https://static.tigerbbs.com/2746da1266ba76875887349324ed561a\" tg-width=\"640\" tg-height=\"173\" referrerpolicy=\"no-referrer\"/></p><p>MacroTrends</p><p><img src=\"https://static.tigerbbs.com/3bd57c137ea69bc2db3cd19785aad8de\" tg-width=\"640\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>MacroTrends</p><p>Amazon is also cheap relative to its historical valuation, as its P/E ratio has fallen to five-year lows. The less volatile P/S ratio has also fallen near a five-year low.</p><p>Because there are so many moving parts between e-commerce, AWS, and other initiatives, it&#39;s difficult to pinpoint an exact fair value for Amazon. However, the average analyst price target is $3570, Morningstar&#39;s target is $3850, and my own conservative target is $3110. These are all well above the pre-split price of $2447.</p><h2>Reason 3: AWS</h2><p>Although the e-commerce business has had some issues that I&#39;ll discuss later, AWS has continued to perform extremely well and still has a long runway for growth. Amazon&#39;s cloud services make their customers&#39; tech more reliable, more secure, easier to develop, and in many cases cheaper.</p><p>Profits in AWS are up 57% year over year and revenue is still growing above 30%. Even though e-commerce dominates Amazon&#39;s revenue and drops the overall company&#39;s top line growth to just 7%, cloud can and will dominate the bottom line, and in the end that&#39;s what matters. Thus, the 7% growth figure is very misleading since the bottom line has the potential to grow much faster than that as long as e-commerce doesn&#39;t detract from it.</p><p>I have cloud infrastructure as my highest conviction investment theme. While there are many ways to invest in this area, buying the leading public cloud company is certainly a good way to start.</p><h2>The Bear Case For AMZN Stock</h2><p>It&#39;s also worth considering some counterarguments to the bullish thesis.</p><p><img src=\"https://static.tigerbbs.com/373c1d3cd205d91412a7a7ad55655c6c\" tg-width=\"640\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>AMZN Quarterly Operating Income (MacroTrends)</p><p>The first is that even though Amazon&#39;s P/E ratio decreased in the past year, it hasn&#39;t all been due to higher operating income. While Amazon massively increased operating income starting around 2017, that trend reversed in 2021. Amazon&#39;s operating income last quarter was lower than the comparable quarter in pre-pandemic 2019, which is really abysmal. Amazon also posted negative free cash flow in 2021, after years of encouraging investors to look at cash flow rather than the bottom line.</p><p>This decline has been due to e-commerce rather than cloud, as Amazon stated in its recent earnings call that it built too much fulfillment capacity, harming the bottom line with unnecessary costs. This type of issue should be temporary, and it&#39;s been an industry-wide issue to some extent; Target (TGT) recently sold off harshly after admitting that it had too much inventory built up in more cyclical products. Other e-commerce companies like Shopify (SHOP) have seen their share prices crash even more than Amazon&#39;s. Even so, persistent issues like this make it difficult to trust new CEO Andy Jassy, as the company has yet to post a clean earnings beat since he took over:</p><p><img src=\"https://static.tigerbbs.com/d04e533f309535bcaa50942406e97c08\" tg-width=\"640\" tg-height=\"108\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Microsoft famously struggled for over a decade while Steve Ballmer was CEO, and while I&#39;d like to think that Jassy&#39;s success with AWS makes him highly qualified, there&#39;s still the potential for Amazon to experience a similar period of poor execution. After all, running the world&#39;s largest e-commerce website and cloud provider is not easy, and the skill sets needed for each business could be quite different. At nearly 60 P/E there could still be a long way to fall if the bottom line doesn&#39;t grow as quickly as analysts expect. Microsoft bottomed around 10 P/E.</p><p>Aside from these recent struggles, I previously covered other bearish arguments against Amazon such as its lack of shareholder friendly policies and its bad reputation with small businesses.</p><h2>Conclusion</h2><p>Despite poor e-commerce execution and noteworthy risks, I believe that the most likely outcome is that Amazon gets back on track in the coming years. The cloud business has continued to do very well, and there&#39;s no reason to doubt Jassy&#39;s competence there. The only question is on the e-commerce side, but none of the current issues look insurmountable and many issues are shared by other industry players.</p><p>Even accounting for the recent selloff, Amazon has still returned over 1000% in the last 10 years and has a strong track record going back more than two decades. Thanks to this success, Amazon is one of the largest companies in the world and has one of the highest weightings in the S&amp;P 500. Highly successful blue chips like Amazon tend to return to all-time highs eventually, so buying after a stock split at the lowest valuation in recent memory could present a great opportunity.</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>3 Reasons To Buy Amazon Stock After Its Stock Split</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Reasons To Buy Amazon Stock After Its Stock Split\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-08 17:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4516742-3-reasons-buy-amazon-stock-after-stock-split><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ThesisAmazon stock is a good buy now because its stock split could provide short term momentum, it has one of its lowest valuations in recent years, and AWS remains a great business with a lot of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4516742-3-reasons-buy-amazon-stock-after-stock-split\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4538":"云计算","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4122":"互联网与直销零售","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4581":"高盛持仓","AMZN":"亚马逊","BK4548":"巴美列捷福持仓"},"source_url":"https://seekingalpha.com/article/4516742-3-reasons-buy-amazon-stock-after-stock-split","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2241079374","content_text":"ThesisAmazon stock is a good buy now because its stock split could provide short term momentum, it has one of its lowest valuations in recent years, and AWS remains a great business with a lot of growth left.Reason 1: The SplitStock splits decrease the share price of a company but increase its shares outstanding. Since these changes offset, it's often said that stock splits don't matter. While this is true from a fundamental perspective, a company usually won't split its stock unless it's confident that the business will continue to perform well, and studies have shown that the average company that splits its stock tends to outperform in the short term.There are other benefits to splitting a stock besides improving sentiment. For example, retail investors who don't have access to fractional shares or who prefer to invest through options (which can't be fractional) might be considering buying Amazon for the first time after its split. Having a lower price could also allow Amazon to be added to the price-weighted Dow index. These factors could improve the accessibility of Amazon stock and modestly push the price up by increasing demand.Reason 2: ValuationSeeking AlphaAmazon has consistently done well in Seeking Alpha's factor grades when it comes to growth and profitability. Although momentum and positive revisions come and go, over the long term Amazon has been a very consistent performer. The sticking point for many investors has always been valuation, and Amazon currently gets an F for valuation.At 59 P/E, Amazon is the most expensive of the mega cap tech companies, so the poor valuation grade makes sense at face value. However, Amazon has always been growth-oriented and has not focused on maximizing earnings in the past. That may be changing now, as Amazon has become extremely large, and its revenue growth has slowed noticeably.Seeking AlphaAccording to Seeking Alpha, analysts expect EPS to grow very rapidly in the coming years, bringing Amazon to a low forward P/E of 11.66 by the end of 2027. This is 30-50% lower than the estimated P/E for comparable mega caps Apple (AAPL) and Microsoft (MSFT) at that time, but slightly higher than that of Google (GOOG).So, while Amazon's P/E looks high now, if analysts are correct then it will actually be one of the cheaper big tech companies by 2027 despite arguably having the most growth potential of these big four companies.MacroTrendsMacroTrendsAmazon is also cheap relative to its historical valuation, as its P/E ratio has fallen to five-year lows. The less volatile P/S ratio has also fallen near a five-year low.Because there are so many moving parts between e-commerce, AWS, and other initiatives, it's difficult to pinpoint an exact fair value for Amazon. However, the average analyst price target is $3570, Morningstar's target is $3850, and my own conservative target is $3110. These are all well above the pre-split price of $2447.Reason 3: AWSAlthough the e-commerce business has had some issues that I'll discuss later, AWS has continued to perform extremely well and still has a long runway for growth. Amazon's cloud services make their customers' tech more reliable, more secure, easier to develop, and in many cases cheaper.Profits in AWS are up 57% year over year and revenue is still growing above 30%. Even though e-commerce dominates Amazon's revenue and drops the overall company's top line growth to just 7%, cloud can and will dominate the bottom line, and in the end that's what matters. Thus, the 7% growth figure is very misleading since the bottom line has the potential to grow much faster than that as long as e-commerce doesn't detract from it.I have cloud infrastructure as my highest conviction investment theme. While there are many ways to invest in this area, buying the leading public cloud company is certainly a good way to start.The Bear Case For AMZN StockIt's also worth considering some counterarguments to the bullish thesis.AMZN Quarterly Operating Income (MacroTrends)The first is that even though Amazon's P/E ratio decreased in the past year, it hasn't all been due to higher operating income. While Amazon massively increased operating income starting around 2017, that trend reversed in 2021. Amazon's operating income last quarter was lower than the comparable quarter in pre-pandemic 2019, which is really abysmal. Amazon also posted negative free cash flow in 2021, after years of encouraging investors to look at cash flow rather than the bottom line.This decline has been due to e-commerce rather than cloud, as Amazon stated in its recent earnings call that it built too much fulfillment capacity, harming the bottom line with unnecessary costs. This type of issue should be temporary, and it's been an industry-wide issue to some extent; Target (TGT) recently sold off harshly after admitting that it had too much inventory built up in more cyclical products. Other e-commerce companies like Shopify (SHOP) have seen their share prices crash even more than Amazon's. Even so, persistent issues like this make it difficult to trust new CEO Andy Jassy, as the company has yet to post a clean earnings beat since he took over:Seeking AlphaMicrosoft famously struggled for over a decade while Steve Ballmer was CEO, and while I'd like to think that Jassy's success with AWS makes him highly qualified, there's still the potential for Amazon to experience a similar period of poor execution. After all, running the world's largest e-commerce website and cloud provider is not easy, and the skill sets needed for each business could be quite different. At nearly 60 P/E there could still be a long way to fall if the bottom line doesn't grow as quickly as analysts expect. Microsoft bottomed around 10 P/E.Aside from these recent struggles, I previously covered other bearish arguments against Amazon such as its lack of shareholder friendly policies and its bad reputation with small businesses.ConclusionDespite poor e-commerce execution and noteworthy risks, I believe that the most likely outcome is that Amazon gets back on track in the coming years. The cloud business has continued to do very well, and there's no reason to doubt Jassy's competence there. The only question is on the e-commerce side, but none of the current issues look insurmountable and many issues are shared by other industry players.Even accounting for the recent selloff, Amazon has still returned over 1000% in the last 10 years and has a strong track record going back more than two decades. Thanks to this success, Amazon is one of the largest companies in the world and has one of the highest weightings in the S&P 500. Highly successful blue chips like Amazon tend to return to all-time highs eventually, so buying after a stock split at the lowest valuation in recent memory could present a great opportunity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051663388,"gmtCreate":1654685113644,"gmtModify":1676535491587,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582784322184490","authorIdStr":"3582784322184490"},"themes":[],"htmlText":"I mean if you want to get washed out in a pump and dump by Goldman, go ahead","listText":"I mean if you want to get washed out in a pump and dump by Goldman, go ahead","text":"I mean if you want to get washed out in a pump and dump by Goldman, go ahead","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051663388","repostId":"2241839291","repostType":2,"repost":{"id":"2241839291","kind":"highlight","pubTimestamp":1654701621,"share":"https://ttm.financial/m/news/2241839291?lang=&edition=fundamental","pubTime":"2022-06-08 23:20","market":"us","language":"en","title":"Goldman Sachs: Buy These 2 Stocks Before They Surge Over 40%","url":"https://stock-news.laohu8.com/highlight/detail?id=2241839291","media":"TipRanks","summary":"Uncertainty has been the name of the game in 2022. A combination of negative macro developments – a ","content":"<div>\n<p>Uncertainty has been the name of the game in 2022. A combination of negative macro developments – a slowing global economy, the geopolitical ramifications following Russia’s invasion of Ukraine and - ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/goldman-sachs-buy-these-2-stocks-before-they-surge-over-40/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sachs: Buy These 2 Stocks Before They Surge Over 40%</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\">\nGoldman Sachs: Buy These 2 Stocks Before They Surge Over 40%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-08 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/goldman-sachs-buy-these-2-stocks-before-they-surge-over-40/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Uncertainty has been the name of the game in 2022. A combination of negative macro developments – a slowing global economy, the geopolitical ramifications following Russia’s invasion of Ukraine and - ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/goldman-sachs-buy-these-2-stocks-before-they-surge-over-40/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LULU":"lululemon athletica","BK4504":"桥水持仓","PSTG":"Pure Storage Inc","BK4552":"Archegos爆仓风波概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4127":"投资银行业与经纪业","BK4550":"红杉资本持仓"},"source_url":"https://www.tipranks.com/news/article/goldman-sachs-buy-these-2-stocks-before-they-surge-over-40/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2241839291","content_text":"Uncertainty has been the name of the game in 2022. A combination of negative macro developments – a slowing global economy, the geopolitical ramifications following Russia’s invasion of Ukraine and - possibly most of all - the prospect of the Fed seriously tightening its monetary policy to combat inflation – have all been weighing heavily on investors’ minds.That doesn’t necessarily mean there aren’t good opportunities to take advantage of right now. The analysts at banking giant Goldman Sachs have pinpointed two names which have recently outperformed market expectations and which they believe are set to surge ahead even in the face of the unhospitable current environment – by the order of 40% or more.We ran both tickers through the TipRanks database to see what the rest of the Street has in mind for the pair. Let’s take a look at the findings.Pure Storage The first stock on Goldman Sachs' radar is Pure Storage, a provider of various data storage products. The company’s flash-based solutions come both in software and hardware form and are used in data centers. The company began by using third-party solid-state drives (SSDs) for its storage solutions. However, its own proprietary hardware soon replaced those SSDs and the company also brought into the market integrated deduplication, compression, and artificial intelligence software to help businesses conserve space and set up their devices properly.Pure Storage has formed a strong partnership with Meta, having assisted in the development of the initial version of its AI research infrastructure in 2017. Since then, the pair have continued working together and earlier this year the two began a collaboration on Meta's new AI Research SuperCluster (RSC), which Meta claims will be the fastest AI supercomputer in the world.Like most tech stocks, Pure has found 2022 hard going but that hasn’t stopped the company from delivering the goods in its latest quarterly report.In F1Q23, revenue rose by 50.3% year-over-year to reach $620.4 million, handily beating the $521.74 million Wall Street expected. Similarly, on the bottom-line, adj. EPS of $0.25 came in well above the $0.05 consensus estimate. The company delivered on the outlook too, expecting revenue of roughly $635 Million in FQ2 vs. consensus at $604.64 million. For the full year, sales are anticipated to reach $2.66 Billion. Analysts had that figure at $2.59 billion.Along with the company’s exemplary execution, it is the Meta collab which informs Goldman analyst Rod Hall’s bullish thesis.“We see this Meta opportunity as a strong revenue tailwind for Pure looking forward in FY’23. We also see ongoing strong results as an indication that Pure’s products are gaining an increasing following among enterprise and service provider customers,” the analyst opined. “At this point we see Pure’s supply management as superior to most other companies in our coverage in the IT hardware area.”The bullish comments underpin Hall’s Buy rating while his $50 price target makes room for one-year gains of 79%.Overall, PSTG has attracted a total of 10 analyst reviews recently, including 7 Buys and 3 Holds for a Moderate Buy consensus rating from the Street. PSTG shares are priced at $27.90 and have an average price target of $38, giving the stock a 36% upside on the one-year time frame.Lululemon Athletica From tech we will pivot over to an entirely different sector. Everyone knows Lululemon - the athleisure specialist. The company got its beginnings in 1998 as a yoga pants and other yoga clothing retailer, but has since evolved to include athletic wear, lifestyle clothes, personal care products and all manner of accessories. Lululemon now has over 570 stores spread across the globe while it has also built a strong online presence. In apparel, the company has been rated as the world's fourth most valuable brand.Lululemon was one of the Covid era stars as people stayed at home and slipped into more comfortable wear, while the company even managed to overcome the closure of physical stores by shifting sales online. While not immune to the market’s overall downturn, Lululemon appears to have managed well in the face of new challenges, namely the supply chain issues which have impacted so many in recent times. This was evident in the company’s latest earnings report - for F1Q22.Lululemon generated revenue of $1.6 billion, a 32% increase on the same period a year ago, while diluted EPS hit $1.48. Both were above the analysts’ forecast of $1.55 billion and $1.43, respectively. There was more good news for the outlook. For FQ2, Lululemon sees revenue coming in the range between $1.750 billion to $1.775 billion, above consensus of $1.73 billion. And the company also raised its revenue and EPS outlook for the full year.Surveying the print, Goldman Sachs analyst Brooke Roach is thoroughly impressed. She writes, “We come away from the quarter with increased conviction in LULU’s strong brand engine fueled by innovation. While industry cost pressures are weighing on margin flow-through (where airfreight pressures have lowered full year margin outlook modestly), we continue to see this idiosyncratic growth story as well-positioned to navigate a tough backdrop as the company has meaningful pricing power, strong consumer connection, and less exposure to inflating AUCs (average unit cost).”Accordingly, Roach rates the stock a Buy, backed by a $456 price target. Going by this target, shares are expected to climb 48% higher over the one-year timeframe.Looking at the consensus breakdown, the majority of analysts are bullish on LULU's prospects, too; 19 Buys and 7 Holds add up to a Moderate Buy consensus rating. The average price target of $409.69 suggests upside of ~34% in the year ahead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021748945,"gmtCreate":1653107010287,"gmtModify":1676535226129,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582784322184490","authorIdStr":"3582784322184490"},"themes":[],"htmlText":"Yup. This is one company&nbsp;that's Resilient&nbsp;","listText":"Yup. This is one company&nbsp;that's Resilient&nbsp;","text":"Yup. This is one company that's Resilient","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021748945","repostId":"2236015712","repostType":4,"repost":{"id":"2236015712","kind":"highlight","pubTimestamp":1653088476,"share":"https://ttm.financial/m/news/2236015712?lang=&edition=fundamental","pubTime":"2022-05-21 07:14","market":"us","language":"en","title":"Buy Apple Stock for Resiliency During the Tech Sell-Off","url":"https://stock-news.laohu8.com/highlight/detail?id=2236015712","media":"Motley Fool","summary":"Here's why Apple is a golden investment amid the ongoing tech sell-off.","content":"<html><head></head><body><p>The stock market has been a circus show in recent history, due to record-high inflation levels, the Fed&#39;s decision to raise interest rates in response, and lingering concerns in connection to the war between Russia and Ukraine. Consequently, the <b>S&amp;P 500</b> and <b>Nasdaq Composite</b> have backtracked 15% and 24% year to date, respectively, with no end to the negativism in sight.</p><p>Even big tech has struggled, with premier companies <b>Netflix </b>and <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></b> posting weaker-than-anticipated financial reports in recent quarters. The panic has sent investors swarming to value stocks and safer assets for protection, leaving the technology sector drowning in the red. But as long-term investors, this doesn&#39;t mean that we should completely ignore tech stocks for the time being.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58efc5f5899a865afd71defde8137f91\"/><span>Image source: Getty Images.</span></p><p>In fact, there are several companies that continue to deliver strong financial results in spite of the challenges our current economy presents. One of those companies,<b> Apple</b>, is a world-beater that can provide investors with much-needed security in today&#39;s market environment. And since it&#39;s down almost 20% year to date, the technology juggernaut grants investors a handsome valuation at present levels.</p><h2>A resilient business</h2><p>In the past 12 quarters, Apple has beaten earnings estimates each time, and the company has only fallen short of Wall Street&#39;s revenue forecasts once. In the second quarter of 2022, the tech leader increased both total sales and earnings per share by 9% year over year, up to $97.3 billion and $1.52, respectively. While its product category -- which includes the iPhone, iPad, and Mac -- only grew a modest 7%, the company&#39;s services segment surged 17% to $19.8 billion.</p><p>For the full fiscal year 2022, analysts are forecasting Apple&#39;s top line to improve 8% to $394.2 billion and its earnings per share to increase 10% to $6.15. Investors should like where the iPhone maker is positioned today. Not only does its world-class core business offer stability on top of its persistent growth, but the company&#39;s services segment enjoys a long runway for expansion in the years ahead.</p><p>Fortunately for Apple and its shareholders, the company&#39;s elite balance sheet and cash generation will comfortably facilitate growth for the tech giant in the future. The company has $28.1 billion in cash on its balance sheet, and it continues to generate funds at a red-hot pace. In the past 12 months, Apple has produced $105.8 billion in free cash flow (FCF), and its three-year FCF compound annual growth rate (CAGR) is 13%. The company&#39;s robust balance sheet and consistent cash generation provide financial flexibility to increase its dividends, buy back shares, and grow its business in the years to follow.</p><h2>A normalized valuation</h2><p>The recent stock price pullback year to date has made Apple stock a very tempting buy. The stock carries a price-to-earnings multiple of 24 today, representing its lowest trading level since the early summer of 2020.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ff26f227883e6475edef412754fe00f\" tg-width=\"720\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>AAPL PE Ratio data by YCharts</span></p><p>The tech company&#39;s current earnings multiple is also largely in line with its five-year historical average of 23. But given that Apple has been able to maintain solid growth in recent quarters -- especially compared to the rest of big tech -- investors should be thrilled about buying the stock at existing levels.</p><h2>Apple is a good play on the turbulent stock market today</h2><p>Apple is a wise investment today -- the world-leading technology company continues to expand its business at a steady rate in an economy where many of its peers are suffering from growing pains. The stock is also trading at its lowest valuation since mid-2020, supplying investors with a favorable margin of safety. If you&#39;re searching for a durable stock to combat the market&#39;s volatility today, Apple might be the choice for you.</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>Buy Apple Stock for Resiliency During the Tech Sell-Off</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy Apple Stock for Resiliency During the Tech Sell-Off\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-21 07:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/20/buy-apple-stock-resiliency-during-tech-sell-off/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market has been a circus show in recent history, due to record-high inflation levels, the Fed's decision to raise interest rates in response, and lingering concerns in connection to the war ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/20/buy-apple-stock-resiliency-during-tech-sell-off/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2022/05/20/buy-apple-stock-resiliency-during-tech-sell-off/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236015712","content_text":"The stock market has been a circus show in recent history, due to record-high inflation levels, the Fed's decision to raise interest rates in response, and lingering concerns in connection to the war between Russia and Ukraine. Consequently, the S&P 500 and Nasdaq Composite have backtracked 15% and 24% year to date, respectively, with no end to the negativism in sight.Even big tech has struggled, with premier companies Netflix and Meta Platforms posting weaker-than-anticipated financial reports in recent quarters. The panic has sent investors swarming to value stocks and safer assets for protection, leaving the technology sector drowning in the red. But as long-term investors, this doesn't mean that we should completely ignore tech stocks for the time being.Image source: Getty Images.In fact, there are several companies that continue to deliver strong financial results in spite of the challenges our current economy presents. One of those companies, Apple, is a world-beater that can provide investors with much-needed security in today's market environment. And since it's down almost 20% year to date, the technology juggernaut grants investors a handsome valuation at present levels.A resilient businessIn the past 12 quarters, Apple has beaten earnings estimates each time, and the company has only fallen short of Wall Street's revenue forecasts once. In the second quarter of 2022, the tech leader increased both total sales and earnings per share by 9% year over year, up to $97.3 billion and $1.52, respectively. While its product category -- which includes the iPhone, iPad, and Mac -- only grew a modest 7%, the company's services segment surged 17% to $19.8 billion.For the full fiscal year 2022, analysts are forecasting Apple's top line to improve 8% to $394.2 billion and its earnings per share to increase 10% to $6.15. Investors should like where the iPhone maker is positioned today. Not only does its world-class core business offer stability on top of its persistent growth, but the company's services segment enjoys a long runway for expansion in the years ahead.Fortunately for Apple and its shareholders, the company's elite balance sheet and cash generation will comfortably facilitate growth for the tech giant in the future. The company has $28.1 billion in cash on its balance sheet, and it continues to generate funds at a red-hot pace. In the past 12 months, Apple has produced $105.8 billion in free cash flow (FCF), and its three-year FCF compound annual growth rate (CAGR) is 13%. The company's robust balance sheet and consistent cash generation provide financial flexibility to increase its dividends, buy back shares, and grow its business in the years to follow.A normalized valuationThe recent stock price pullback year to date has made Apple stock a very tempting buy. The stock carries a price-to-earnings multiple of 24 today, representing its lowest trading level since the early summer of 2020.AAPL PE Ratio data by YChartsThe tech company's current earnings multiple is also largely in line with its five-year historical average of 23. But given that Apple has been able to maintain solid growth in recent quarters -- especially compared to the rest of big tech -- investors should be thrilled about buying the stock at existing levels.Apple is a good play on the turbulent stock market todayApple is a wise investment today -- the world-leading technology company continues to expand its business at a steady rate in an economy where many of its peers are suffering from growing pains. The stock is also trading at its lowest valuation since mid-2020, supplying investors with a favorable margin of safety. If you're searching for a durable stock to combat the market's volatility today, Apple might be the choice for you.","news_type":1},"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021741482,"gmtCreate":1653106978746,"gmtModify":1676535226121,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582784322184490","authorIdStr":"3582784322184490"},"themes":[],"htmlText":"Absolutely buy","listText":"Absolutely buy","text":"Absolutely buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021741482","repostId":"2236012808","repostType":2,"repost":{"id":"2236012808","kind":"highlight","pubTimestamp":1653089869,"share":"https://ttm.financial/m/news/2236012808?lang=&edition=fundamental","pubTime":"2022-05-21 07:37","market":"us","language":"en","title":"It's Down Almost 40% Year to Date -- Should Investors Buy Tesla Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2236012808","media":"Motley Fool","summary":"As the broader market continues to fall, some investors may view the EV leader's stock slump as a buying opportunity. Are they right?","content":"<html><head></head><body><p>After joining the $1 trillion market capitalization club at the end of 2021, shares of electric vehicle (EV) juggernaut <b>Tesla</b> have shifted into reverse. Between macroeconomic headwinds like 40-year-high inflation, the Fed&#39;s consequent move to raise interest rates, and concerns about the war between Russia and Ukraine, the stock market has been in quite the frenzy.</p><p>Many high-growth stocks, Tesla included, have been humbled lately as investors seek protection by shifting their attention to value companies and safer assets. CEO Elon Musk&#39;s move to potentially acquire <b>Twitter</b> certainly hasn&#39;t aided the company&#39;s case, either. With uncertainty around whether or not the deal will actually close, investors have raced to dump shares of the EV leader.</p><p>But in terms of fundamentals, Tesla continues to look dominant. The company is rapidly expanding its business on all fronts and has strengthened its balance sheet and cash generation in the process. With the stock down almost 40% year to date, should investors pull the trigger on buying Tesla today?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ecb47944e9c0966d2182e999d9a81cba\"/><span>Image source: Getty Images.</span></p><h2>Fundamentals aren&#39;t the problem</h2><p>In a quarter when investors weren&#39;t sure what to expect due to COVID-19-related shutdowns at Tesla&#39;s Shanghai factory, the EV leader delivered, and it delivered big. The company&#39;s $18.8 billion in total sales, which climbed 81% year over year, beat Wall Street expectations by $918 million. Likewise, its non-GAAP earnings per share of $3.22, equal to 246% growth, crushed consensus estimates by a whopping 42%.</p><p>To top off a record quarter, the Musk-led enterprise grew total production and vehicle deliveries by a respective 69% and 68%, producing 305,407 vehicles and delivering 310,048. Per management&#39;s guidance, investors can expect the company to achieve 50% average annual growth in deliveries over a multi-year time horizon. In fiscal 2022, analysts are modeling a top line and adjusted bottom line of $86.5 billion and $12.32/share, translating to robust year-over-year ascents of 61% and 82%, respectively.</p><p>Amid such incredible growth, the company&#39;s balance sheet and cash generation are equally thriving. In its latest quarter, the EV commander revealed that total debt excluding vehicle and energy product financing fell below $100 million. The company is manifesting the &#34;cash is king&#34; mantra as well: In the first quarter, free cash flow surged an astonishing 660% to $2.2 billion. Provided that the global EV market is projected to expand at a compound annual growth rate (CAGR) of 25% through 2028 to nearly $1 trillion, it could be said with exceedingly high confidence that Tesla is poised for more success in the coming years.</p><h2>Tesla&#39;s valuation is still high</h2><p>Even without context, though, Tesla&#39;s valuation is extremely high. The stock is trading at 98.2 times earnings at the moment, an extremely lofty multiple even post-correction.</p><p>Comparing the EV behemoth to other automobile manufacturers further underscores its expensive stock price. As seen in the below chart, competitors <b>General Motors </b>(GM 0.81%), <b>Ford</b> (F 0.55%), and <b>Toyota </b>(TM 0.26%) have price-to-earnings multiples of 6.2, 4.6, and 7.9, respectively. Whether or not Tesla deserves a premium valuation is a frequent debate among the bulls and the bears. However, it&#39;s rather indisputable that the EV stock is richly priced. It would take a major share price collapse for Tesla to truly be considered cheap.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4664e23d164238b9ae09f5957b8e89b9\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"/><span>TSLA PE Ratio data by YCharts</span></p><h2>Should investors buy the stock now?</h2><p>Tesla&#39;s pullback has certainly grabbed my attention -- the company is the unequivocal pacesetter in the EV market, an industry that is still in the earlier innings of development. That said, the company&#39;s valuation isn&#39;t exactly attractive yet, and it would take far more downward pressure to make the stock appear cheap. Investors should keep a close eye on Tesla moving forward, as there&#39;s surely a chance it&#39;ll continue on a downward path in the periods ahead.</p><p>While it&#39;s a fantastic company and a sure winner in the EV space, I don&#39;t suggest buying the stock just yet. Take advantage of the recent tech sell-off and look for other companies that carry more enticing valuations today.</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>It's Down Almost 40% Year to Date -- Should Investors Buy Tesla Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIt's Down Almost 40% Year to Date -- Should Investors Buy Tesla Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-21 07:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/20/its-down-almost-40-year-to-date-should-investors-b/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After joining the $1 trillion market capitalization club at the end of 2021, shares of electric vehicle (EV) juggernaut Tesla have shifted into reverse. Between macroeconomic headwinds like 40-year-...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/20/its-down-almost-40-year-to-date-should-investors-b/\">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://www.fool.com/investing/2022/05/20/its-down-almost-40-year-to-date-should-investors-b/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236012808","content_text":"After joining the $1 trillion market capitalization club at the end of 2021, shares of electric vehicle (EV) juggernaut Tesla have shifted into reverse. Between macroeconomic headwinds like 40-year-high inflation, the Fed's consequent move to raise interest rates, and concerns about the war between Russia and Ukraine, the stock market has been in quite the frenzy.Many high-growth stocks, Tesla included, have been humbled lately as investors seek protection by shifting their attention to value companies and safer assets. CEO Elon Musk's move to potentially acquire Twitter certainly hasn't aided the company's case, either. With uncertainty around whether or not the deal will actually close, investors have raced to dump shares of the EV leader.But in terms of fundamentals, Tesla continues to look dominant. The company is rapidly expanding its business on all fronts and has strengthened its balance sheet and cash generation in the process. With the stock down almost 40% year to date, should investors pull the trigger on buying Tesla today?Image source: Getty Images.Fundamentals aren't the problemIn a quarter when investors weren't sure what to expect due to COVID-19-related shutdowns at Tesla's Shanghai factory, the EV leader delivered, and it delivered big. The company's $18.8 billion in total sales, which climbed 81% year over year, beat Wall Street expectations by $918 million. Likewise, its non-GAAP earnings per share of $3.22, equal to 246% growth, crushed consensus estimates by a whopping 42%.To top off a record quarter, the Musk-led enterprise grew total production and vehicle deliveries by a respective 69% and 68%, producing 305,407 vehicles and delivering 310,048. Per management's guidance, investors can expect the company to achieve 50% average annual growth in deliveries over a multi-year time horizon. In fiscal 2022, analysts are modeling a top line and adjusted bottom line of $86.5 billion and $12.32/share, translating to robust year-over-year ascents of 61% and 82%, respectively.Amid such incredible growth, the company's balance sheet and cash generation are equally thriving. In its latest quarter, the EV commander revealed that total debt excluding vehicle and energy product financing fell below $100 million. The company is manifesting the \"cash is king\" mantra as well: In the first quarter, free cash flow surged an astonishing 660% to $2.2 billion. Provided that the global EV market is projected to expand at a compound annual growth rate (CAGR) of 25% through 2028 to nearly $1 trillion, it could be said with exceedingly high confidence that Tesla is poised for more success in the coming years.Tesla's valuation is still highEven without context, though, Tesla's valuation is extremely high. The stock is trading at 98.2 times earnings at the moment, an extremely lofty multiple even post-correction.Comparing the EV behemoth to other automobile manufacturers further underscores its expensive stock price. As seen in the below chart, competitors General Motors (GM 0.81%), Ford (F 0.55%), and Toyota (TM 0.26%) have price-to-earnings multiples of 6.2, 4.6, and 7.9, respectively. Whether or not Tesla deserves a premium valuation is a frequent debate among the bulls and the bears. However, it's rather indisputable that the EV stock is richly priced. It would take a major share price collapse for Tesla to truly be considered cheap.TSLA PE Ratio data by YChartsShould investors buy the stock now?Tesla's pullback has certainly grabbed my attention -- the company is the unequivocal pacesetter in the EV market, an industry that is still in the earlier innings of development. That said, the company's valuation isn't exactly attractive yet, and it would take far more downward pressure to make the stock appear cheap. Investors should keep a close eye on Tesla moving forward, as there's surely a chance it'll continue on a downward path in the periods ahead.While it's a fantastic company and a sure winner in the EV space, I don't suggest buying the stock just yet. Take advantage of the recent tech sell-off and look for other companies that carry more enticing valuations today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062597476,"gmtCreate":1652075284095,"gmtModify":1676535025079,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582784322184490","authorIdStr":"3582784322184490"},"themes":[],"htmlText":"It doesn't matter if you're in it for the long haul.&nbsp;","listText":"It doesn't matter if you're in it for the long haul.&nbsp;","text":"It doesn't matter if you're in it for the long haul.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062597476","repostId":"2233553871","repostType":4,"repost":{"id":"2233553871","kind":"news","pubTimestamp":1652051868,"share":"https://ttm.financial/m/news/2233553871?lang=&edition=fundamental","pubTime":"2022-05-09 07:17","market":"us","language":"en","title":"Will Amazon and Tesla Bounce Back With Their Upcoming Stock Splits?","url":"https://stock-news.laohu8.com/highlight/detail?id=2233553871","media":"Motley Fool","summary":"Here's a prediction: Both Amazon and Tesla will rebound after stock splits this year.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>Shares of Amazon and Tesla have fallen significantly in recent months.</li><li>Planned stock splits hold the potential to serve as solid catalysts for both beaten-down stocks.</li><li>Amazon&#39;s and Tesla&#39;s underlying businesses are the core drivers for both stocks over the long term.</li></ul><p>Ugh. That&#39;s probably the best -- and most succinct -- summary of how things are going these days for <b>Amazon.com</b> and <b>Tesla</b> shareholders.</p><p>Amazon stock is almost 40% below its 52-week high. Tesla isn&#39;t in quite as bad shape but remains down close to 30% from the peak last fall.</p><p>Some investors could be tempted to throw in the towel on the once highfliers. Others, though, could be circling specific dates on the calendar in hopes of a near-term rebound. Will Amazon and Tesla stocks bounce back with their upcoming stock splits?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6bce942a70e3c69353ab9614346266b\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><b>Behind the declines</b></p><p>Any evaluation of the potential for a comeback needs to first start with gaining an understanding of why it&#39;s even needed. There are at least a couple of common denominators behind the declines of both of these high-visibility stocks.</p><p>A distinct shift away from growth stocks began in the fourth quarter of 2021. Amazon and Tesla each felt the sting of this trend. Initially, Tesla fell more sharply than Amazon did. Investors&#39; concerns about rising interest rates and inflation have also weighed on both stocks. However, there are also unique factors causing the two stocks to slide.</p><p>Amazon&#39;s shares crashed after the company posted its worst quarterly results in years on April 28. The internet giant&#39;s big net loss was due to an investment in electric vehicle maker <b>Rivian</b>. But investors were also disappointed with Amazon&#39;s sluggish e-commerce growth.</p><p>Meanwhile, Tesla reported monster Q1 results on April 20. However, the company also warned about continuing supply chain headwinds. Perhaps more importantly, investors didn&#39;t seem thrilled about the prospects of Tesla CEO Elon Musk acquiring <b>Twitter</b>.</p><p><b>Stock splits to the rescue?</b></p><p>The planned stock splits announced by Amazon and Tesla don&#39;t change anything about any of the dynamics mentioned above. Investors could still shun growth stocks. Interest rates will almost certainly continue to rise. Inflation will probably remain at high levels. The unique factors behind the stocks&#39; declines won&#39;t be impacted.</p><p>However, don&#39;t discount the possibility that the opportunity to buy Amazon and Tesla at much lower prices won&#39;t entice many investors to do so. Amazon&#39;s stock will split 20-for-1 on June 6. We don&#39;t know yet what the split ratio will be for Tesla.</p><p>Both stocks have performed well after previous stock splits. Amazon has conducted three stock splits in the past. Its shares skyrocketed at least 48% in the subsequent weeks following each split. Tesla conducted a 5-for-1 stock split on Aug. 31, 2020. Although shares fell at first, they rebounded strongly with Tesla up more than 40% over the next four months.</p><p>There&#39;s no guarantee that either stock will experience similar results with their next split splits. Actually, there isn&#39;t a guarantee about when Tesla will split its stock. The timing of the stock split is in jeopardy after the company missed a regulatory deadline for a proxy statement filing.</p><p><b>Three predictions</b></p><p>I agree 100% with the statement often attributed to physicist Neils Bohr that &#34;prediction is very difficult, especially about the future.&#34; However, I&#39;ll step out on a limb with three predictions.</p><p>First, I think that Tesla will indeed move forward with a stock split despite its delayed proxy statement submission. My prediction is that the company will conduct a 10-for-1 stock split at some point later this year.</p><p>Second, I predict that both Amazon and Tesla will enjoy at least modest bumps following their respective stock splits. Because of the uncertain macroeconomic environment, though, I won&#39;t speculate on how long those rebounds will last.</p><p>Third, I predict that 10 years from now (and probably much sooner), most investors will have forgotten about the current malaise affecting both stocks and their 2022 stock splits. The real driving force (no pun intended) for both Amazon and Tesla is their long-term business prospects. Despite the present downturns, my view is that those prospects look good for both companies.</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>Will Amazon and Tesla Bounce Back With Their Upcoming Stock Splits?</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\">\nWill Amazon and Tesla Bounce Back With Their Upcoming Stock Splits?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-09 07:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/08/amazon-tesla-bounce-back-upcoming-stock-splits/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSShares of Amazon and Tesla have fallen significantly in recent months.Planned stock splits hold the potential to serve as solid catalysts for both beaten-down stocks.Amazon's and Tesla's ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/08/amazon-tesla-bounce-back-upcoming-stock-splits/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/05/08/amazon-tesla-bounce-back-upcoming-stock-splits/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2233553871","content_text":"KEY POINTSShares of Amazon and Tesla have fallen significantly in recent months.Planned stock splits hold the potential to serve as solid catalysts for both beaten-down stocks.Amazon's and Tesla's underlying businesses are the core drivers for both stocks over the long term.Ugh. That's probably the best -- and most succinct -- summary of how things are going these days for Amazon.com and Tesla shareholders.Amazon stock is almost 40% below its 52-week high. Tesla isn't in quite as bad shape but remains down close to 30% from the peak last fall.Some investors could be tempted to throw in the towel on the once highfliers. Others, though, could be circling specific dates on the calendar in hopes of a near-term rebound. Will Amazon and Tesla stocks bounce back with their upcoming stock splits?IMAGE SOURCE: GETTY IMAGES.Behind the declinesAny evaluation of the potential for a comeback needs to first start with gaining an understanding of why it's even needed. There are at least a couple of common denominators behind the declines of both of these high-visibility stocks.A distinct shift away from growth stocks began in the fourth quarter of 2021. Amazon and Tesla each felt the sting of this trend. Initially, Tesla fell more sharply than Amazon did. Investors' concerns about rising interest rates and inflation have also weighed on both stocks. However, there are also unique factors causing the two stocks to slide.Amazon's shares crashed after the company posted its worst quarterly results in years on April 28. The internet giant's big net loss was due to an investment in electric vehicle maker Rivian. But investors were also disappointed with Amazon's sluggish e-commerce growth.Meanwhile, Tesla reported monster Q1 results on April 20. However, the company also warned about continuing supply chain headwinds. Perhaps more importantly, investors didn't seem thrilled about the prospects of Tesla CEO Elon Musk acquiring Twitter.Stock splits to the rescue?The planned stock splits announced by Amazon and Tesla don't change anything about any of the dynamics mentioned above. Investors could still shun growth stocks. Interest rates will almost certainly continue to rise. Inflation will probably remain at high levels. The unique factors behind the stocks' declines won't be impacted.However, don't discount the possibility that the opportunity to buy Amazon and Tesla at much lower prices won't entice many investors to do so. Amazon's stock will split 20-for-1 on June 6. We don't know yet what the split ratio will be for Tesla.Both stocks have performed well after previous stock splits. Amazon has conducted three stock splits in the past. Its shares skyrocketed at least 48% in the subsequent weeks following each split. Tesla conducted a 5-for-1 stock split on Aug. 31, 2020. Although shares fell at first, they rebounded strongly with Tesla up more than 40% over the next four months.There's no guarantee that either stock will experience similar results with their next split splits. Actually, there isn't a guarantee about when Tesla will split its stock. The timing of the stock split is in jeopardy after the company missed a regulatory deadline for a proxy statement filing.Three predictionsI agree 100% with the statement often attributed to physicist Neils Bohr that \"prediction is very difficult, especially about the future.\" However, I'll step out on a limb with three predictions.First, I think that Tesla will indeed move forward with a stock split despite its delayed proxy statement submission. My prediction is that the company will conduct a 10-for-1 stock split at some point later this year.Second, I predict that both Amazon and Tesla will enjoy at least modest bumps following their respective stock splits. Because of the uncertain macroeconomic environment, though, I won't speculate on how long those rebounds will last.Third, I predict that 10 years from now (and probably much sooner), most investors will have forgotten about the current malaise affecting both stocks and their 2022 stock splits. The real driving force (no pun intended) for both Amazon and Tesla is their long-term business prospects. Despite the present downturns, my view is that those prospects look good for both companies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060454184,"gmtCreate":1651190399062,"gmtModify":1676534866132,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582784322184490","authorIdStr":"3582784322184490"},"themes":[],"htmlText":"You sell AAPL, I buy more AAPL. That's the game.","listText":"You sell AAPL, I buy more AAPL. That's the game.","text":"You sell AAPL, I buy more AAPL. That's the game.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060454184","repostId":"2231647872","repostType":4,"repost":{"id":"2231647872","kind":"highlight","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":1651186200,"share":"https://ttm.financial/m/news/2231647872?lang=&edition=fundamental","pubTime":"2022-04-29 06:50","market":"us","language":"en","title":"Apple Stock Swings to a Loss After Executives Warn of Billions in Added Costs","url":"https://stock-news.laohu8.com/highlight/detail?id=2231647872","media":"Tiger Newspress","summary":"Apple expects pressure from supply-chain woes to be 'substantially larger' in current quarter than t","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> expects pressure from supply-chain woes to be &#39;substantially larger&#39; in current quarter than they were in the prior one, when the iPhone manufacturer recorded $25 billion in profit.</p><p>Apple Inc. topped earnings expectations and set a new record for March-quarter revenue to start 2022, but executives expect to see steeper pressure and billions in additional costs from challenges in the current period, sending shares lower in after-hours trading.</p><p>&#34;Supply constraints caused by COVID-related disruptions and industry-wide silicon shortages are impacting our ability to meet customer demand for our products,&#34; Chief Financial Officer Luca Maestri said on a conference call related to Apple&#39;s earnings report Thursday.</p><p>The company anticipates that it will see $4 billion to $8 billion in negative impacts related to the constraints in its June quarter, which Maestri added was &#34;substantially larger&#34; than what Apple experienced during its March quarter.</p><p>Shares were off 2.3% in after-hours trading after originally moving higher on strong results. Apple beat expectations on both earnings and revenue thanks to particular strength in its iPhone and Mac categories.<img src=\"https://static.tigerbbs.com/a3a87b7ee76294cf389f6f2c1a4be80a\" tg-width=\"958\" tg-height=\"669\" referrerpolicy=\"no-referrer\"/></p><p>The company posted fiscal second-quarter net income of $25 billion, or $1.52 a share, up from $23.6 billion, or $1.40 a share, in the year-earlier quarter. Analysts tracked by FactSet were anticipating $1.42 in earnings per share. Apple&#39;s revenue rose to $97.3 billion from $89.6 billion, while analysts had been expecting $94.0 billion.</p><p>Apple generated $50.6 billion in revenue from its iPhone business, up from $47.9 billion a year before and ahead of the FactSet consensus, which was for $48.4 billion.</p><p>The company saw $7.6 billion in iPad revenue, down from $7.8 billion a year prior, as well as $10.4 billion in Mac revenue, which was up from $9.1 billion. The FactSet consensus was for revenue of $7.2 billion from iPads and $9.1 billion from the Mac.</p><p>Cook noted that Apple was &#34;continuing to see such a strong demand for [the] iPad even while navigating the significant supply constraints we predicted at the start of the quarter.&#34;</p><p>Apple&#39;s wearables, home, and accessories category brought in $8.8 billion in revenue, up from $7.8 billion a year earlier, while analysts had been looking for $8.9 billion.</p><p>The company&#39;s services business added $19.8 billion, compared with $16.9 billion a year before. The FactSet consensus was for $19.7 billion.</p><p>Apple executives announced alongside their latest results that they are adding $90 billion to their stock-repurchase authorization, while also boosting the quarterly dividend by 5% to 23 cents a share. The dividend will be payable May 12 to shareholders of record as of the end of business on May 9.</p><p>Apple typically provides updates on its capital-return plans with its March-quarter report, and it has set out to become net-cash neutral over time. Asked if Apple would consider doing a large acquisition instead of merely drawing down its cash balance through dividends and buybacks, Cook replied that Apple &#34;would only acquire something that were strategic&#34; but that the company is &#34;always looking.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock Swings to a Loss After Executives Warn of Billions in Added Costs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock Swings to a Loss After Executives Warn of Billions in Added Costs\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\">2022-04-29 06:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> expects pressure from supply-chain woes to be &#39;substantially larger&#39; in current quarter than they were in the prior one, when the iPhone manufacturer recorded $25 billion in profit.</p><p>Apple Inc. topped earnings expectations and set a new record for March-quarter revenue to start 2022, but executives expect to see steeper pressure and billions in additional costs from challenges in the current period, sending shares lower in after-hours trading.</p><p>&#34;Supply constraints caused by COVID-related disruptions and industry-wide silicon shortages are impacting our ability to meet customer demand for our products,&#34; Chief Financial Officer Luca Maestri said on a conference call related to Apple&#39;s earnings report Thursday.</p><p>The company anticipates that it will see $4 billion to $8 billion in negative impacts related to the constraints in its June quarter, which Maestri added was &#34;substantially larger&#34; than what Apple experienced during its March quarter.</p><p>Shares were off 2.3% in after-hours trading after originally moving higher on strong results. Apple beat expectations on both earnings and revenue thanks to particular strength in its iPhone and Mac categories.<img src=\"https://static.tigerbbs.com/a3a87b7ee76294cf389f6f2c1a4be80a\" tg-width=\"958\" tg-height=\"669\" referrerpolicy=\"no-referrer\"/></p><p>The company posted fiscal second-quarter net income of $25 billion, or $1.52 a share, up from $23.6 billion, or $1.40 a share, in the year-earlier quarter. Analysts tracked by FactSet were anticipating $1.42 in earnings per share. Apple&#39;s revenue rose to $97.3 billion from $89.6 billion, while analysts had been expecting $94.0 billion.</p><p>Apple generated $50.6 billion in revenue from its iPhone business, up from $47.9 billion a year before and ahead of the FactSet consensus, which was for $48.4 billion.</p><p>The company saw $7.6 billion in iPad revenue, down from $7.8 billion a year prior, as well as $10.4 billion in Mac revenue, which was up from $9.1 billion. The FactSet consensus was for revenue of $7.2 billion from iPads and $9.1 billion from the Mac.</p><p>Cook noted that Apple was &#34;continuing to see such a strong demand for [the] iPad even while navigating the significant supply constraints we predicted at the start of the quarter.&#34;</p><p>Apple&#39;s wearables, home, and accessories category brought in $8.8 billion in revenue, up from $7.8 billion a year earlier, while analysts had been looking for $8.9 billion.</p><p>The company&#39;s services business added $19.8 billion, compared with $16.9 billion a year before. The FactSet consensus was for $19.7 billion.</p><p>Apple executives announced alongside their latest results that they are adding $90 billion to their stock-repurchase authorization, while also boosting the quarterly dividend by 5% to 23 cents a share. The dividend will be payable May 12 to shareholders of record as of the end of business on May 9.</p><p>Apple typically provides updates on its capital-return plans with its March-quarter report, and it has set out to become net-cash neutral over time. Asked if Apple would consider doing a large acquisition instead of merely drawing down its cash balance through dividends and buybacks, Cook replied that Apple &#34;would only acquire something that were strategic&#34; but that the company is &#34;always looking.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4575":"芯片概念","BK4566":"资本集团","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4501":"段永平概念","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","AAPL":"苹果","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2231647872","content_text":"Apple expects pressure from supply-chain woes to be 'substantially larger' in current quarter than they were in the prior one, when the iPhone manufacturer recorded $25 billion in profit.Apple Inc. topped earnings expectations and set a new record for March-quarter revenue to start 2022, but executives expect to see steeper pressure and billions in additional costs from challenges in the current period, sending shares lower in after-hours trading.\"Supply constraints caused by COVID-related disruptions and industry-wide silicon shortages are impacting our ability to meet customer demand for our products,\" Chief Financial Officer Luca Maestri said on a conference call related to Apple's earnings report Thursday.The company anticipates that it will see $4 billion to $8 billion in negative impacts related to the constraints in its June quarter, which Maestri added was \"substantially larger\" than what Apple experienced during its March quarter.Shares were off 2.3% in after-hours trading after originally moving higher on strong results. Apple beat expectations on both earnings and revenue thanks to particular strength in its iPhone and Mac categories.The company posted fiscal second-quarter net income of $25 billion, or $1.52 a share, up from $23.6 billion, or $1.40 a share, in the year-earlier quarter. Analysts tracked by FactSet were anticipating $1.42 in earnings per share. Apple's revenue rose to $97.3 billion from $89.6 billion, while analysts had been expecting $94.0 billion.Apple generated $50.6 billion in revenue from its iPhone business, up from $47.9 billion a year before and ahead of the FactSet consensus, which was for $48.4 billion.The company saw $7.6 billion in iPad revenue, down from $7.8 billion a year prior, as well as $10.4 billion in Mac revenue, which was up from $9.1 billion. The FactSet consensus was for revenue of $7.2 billion from iPads and $9.1 billion from the Mac.Cook noted that Apple was \"continuing to see such a strong demand for [the] iPad even while navigating the significant supply constraints we predicted at the start of the quarter.\"Apple's wearables, home, and accessories category brought in $8.8 billion in revenue, up from $7.8 billion a year earlier, while analysts had been looking for $8.9 billion.The company's services business added $19.8 billion, compared with $16.9 billion a year before. The FactSet consensus was for $19.7 billion.Apple executives announced alongside their latest results that they are adding $90 billion to their stock-repurchase authorization, while also boosting the quarterly dividend by 5% to 23 cents a share. The dividend will be payable May 12 to shareholders of record as of the end of business on May 9.Apple typically provides updates on its capital-return plans with its March-quarter report, and it has set out to become net-cash neutral over time. Asked if Apple would consider doing a large acquisition instead of merely drawing down its cash balance through dividends and buybacks, Cook replied that Apple \"would only acquire something that were strategic\" but that the company is \"always looking.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084688596,"gmtCreate":1650855889072,"gmtModify":1676534804406,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582784322184490","authorIdStr":"3582784322184490"},"themes":[],"htmlText":"How many people will buy in because of this?","listText":"How many people will buy in because of this?","text":"How many people will buy in because of this?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084688596","repostId":"2229419405","repostType":2,"repost":{"id":"2229419405","kind":"news","pubTimestamp":1650853161,"share":"https://ttm.financial/m/news/2229419405?lang=&edition=fundamental","pubTime":"2022-04-25 10:19","market":"us","language":"en","title":"Palantir: The Recovery Will Be Swift","url":"https://stock-news.laohu8.com/highlight/detail?id=2229419405","media":"seekingalpha","summary":"Michael Vi/iStock Editorial via Getty ImagesAt one point directly after its IPO, Palantir (NYSE:PLTR","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/6e55afba46da91024e894cba7d803410\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Michael Vi/iStock Editorial via Getty Images</p><p></p><p>At <a href=\"https://laohu8.com/S/AONE.U\">one</a> point directly after its IPO, Palantir (NYSE:PLTR) was one of the hottest trades on Wall Street. This secretive machine learning and big data stock had become a household name and saw its shares triple from its initial debut - but unsurprisingly, Palantir has also become one of the biggest victims of the recent tech crash.</p><p>Relative to highs above $35, Palantir has now given up two-thirds of its value, the equivalent of about $50 billion in market cap. Year to date alone, Palantir stock has shed 35%. While even I can&#39;t argue that Palantir had run a little hot last year and was in need of a slight correction, as usual poor sentiment has taken the crash too far - leaving Palantir in very buyable territory.</p><p></p><p><img src=\"https://static.tigerbbs.com/6eda4c8def524442f50bfb3d898f777d\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p></p><p>While Palantir has been one of the biggest holes in my portfolio this year, I remain <b>strongly bullish</b> on this stock and am invested for the long term. It&#39;s difficult to regard Palantir&#39;s venerable customer base, its best-of-breed series of both commercial and government products, and its visionary leadership and not conclude that Palantir will continue to dominate enterprise software over the next few decades.</p><p>There has been a lot of negativity around Palantir recently, but almost none of it is company-specific. It&#39;s all about de-risking portfolios and expensive valuations in the face of rising interest rates - which I view to be shorter-term arguments that don&#39;t in any way diminish the attractiveness of Palantir in the long run. This is a company that has claimed a $100+ billion TAM, with its main products each adding market opportunity and becoming behemoths in their own rights over time:</p><p></p><p><img src=\"https://static.tigerbbs.com/141948bb2e1e997bb4c74ba8f9b93eeb\" tg-width=\"640\" tg-height=\"350\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir TAM (Palantir Q4 investor deck)</p><p></p><p>Here&#39;s a rundown of the key pieces of the bullish thesis for Palantir:</p><ul><li><b>Big data is a massive discipline that can be applied in nearly limitless ways.</b> Palantir isn&#39;t a software company that serves only one or a limited set of use cases. Data and inferences that can be made from data are prevalent in just about everything: which explains why Palantir is such a powerful tool for both public and private sector clients.</li><li><b>Growth at scale.</b> Despite being at a ~$2 billion annual revenue scale, Palantir continues to deliver 30-40% y/y revenue growth, and its long-term outlook calls for the company to be able to sustain growth rates in excess of 30% y/y through at least 2025. Few companies are able to achieve this kind of growth at scale, and it&#39;s a testament to the wide applicability of Palantir&#39;s products and the humongous clientele it has drawn (in particular, the U.S. Army).</li><li><b>Stepping up go-to-market momentum.</b> Palantir is chasing growth across a wide variety of channels. The company has stepped up its sales hiring this year, a nod at the broad market opportunity it has and the need for more territory coverage. Palantir also has deepened relationships with ISVs (integrated service vendors) that can resell Palantir&#39;s products without its involvement and offer additional coverage that Palantir&#39;s direct sales force can&#39;t handle.</li><li><b>One foot in the public sector, one foot in private</b>. Palantir made its name on being a large federal government contractor, but its products are just as compelling to an enterprise segment that is growing ever more obsessed with the value of big data. Most software companies start off as primarily dealing with enterprise buyers, and then hopefully getting FedRAMP certification to sell into public sector clients later. Palantir did the reverse: but now, its momentum with Fortune 100 companies is continuing to grow, and customer adds are continuing to trend at an impressive pace.</li><li><b>Free cash flow. </b>Though not yet profitable from a GAAP standpoint, Palantir continues to exceed internal expectations for free cash flow, which means the business is self-financing (a departure from. many other rapid-growth software companies that continue to need to raise capital to finance their losses).</li></ul><p>Stay long here: Palantir is still a growth stock in the early days of becoming a tech mega-cap.</p><h2>Growth has sustained, thanks to commercial progress</h2><p>Palantir&#39;s original claim to fame, and the reason it attained its &#34;hush hush&#34; reputation in Silicon Valley, is that it was the software that helped the U.S. government track down Osama bin Laden. While Palantir made its reputation as a government contractor, and while government revenue and massive federal deals continue to forge the lion&#39;s share of Palantir&#39;s business, the company has been able to sustain its rapid growth rates primarily by boosting its commercial presence.</p><p>First, on overall growth: in Q4, Palantir&#39;s most recent quarter, the company grew revenue at a 34% y/y pace to $432.8 million, beating Wall Street&#39;s expectations of $418.1 million (+30% y/y) by a four-point margin. The Q4 earnings summary is shown below:</p><p></p><p><img src=\"https://static.tigerbbs.com/e512ff66f56152913be908f4d06cd3d2\" tg-width=\"640\" tg-height=\"394\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir Q4 results (Palantir Q4 earnings release)</p><p></p><p>Helping to index the company&#39;s growth rate upward has been its progress on the enterprise side. Palantir describes its enterprise software product, Palantir Foundry, as a product that is now as essential to modern enterprises as Amazon AWS was to building cloud applications. Foundry is an OS (operating system) product that helps integrate data to power applications and has thousands of use cases across all industries.</p><p>In Q4, US commercial revenue growth <b>accelerated for the third straight quarter to 132% y/y growth</b>. And at the end of 2021, Palantir counted 80 enterprise customers. Now, you can read that number two ways: you can be impressed that it represents 371% y/y growth, but you can also imagine there is still ample room for expansion into the rest of the Fortune 500.</p><p>U.S. enterprise revenue now also comprises 13% of total revenue:</p><p></p><p><img src=\"https://static.tigerbbs.com/abedba5c2813c73ae0c0d3644ca4cd7f\" tg-width=\"640\" tg-height=\"352\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir US commercial revenue progression (Palantir Q4 investor presentation)</p><p></p><p>Yet the company is preparing for even more growth on the enterprise side. It entered into 2021 with a <b>very lean sales headcount, </b>having only 12 total salespeople focused on U.S. enterprises. In 2021 the company made deep strides on sales hiring, which is now up to 80 strong. More importantly, however, the company enters into 2022 with 25 tenured salespeople, more than quadruple the year-ago quarter: allowing Palantir to cover far more breadth this year than last.</p><p></p><p><img src=\"https://static.tigerbbs.com/78ba646d08cb95ab32745b0088aa1b4c\" tg-width=\"640\" tg-height=\"316\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir sales headcount expansion (Palantir Q4 investor presentation)</p><p></p><p>Hiring, and growth overall, remain top of mind for Palantir execs. Per CEO Alex Karp&#39;s remarks on the most recent earnings call:</p><blockquote>We&#39;re in the market to hire aggressively across Palantir, honestly, mostly not salespeople because we believe we live and die based on our ability to build products of tomorrow delivered today.</blockquote><blockquote>But we&#39;re hiring -- going to hire in the range of 200 people. Hiring and getting value out of them are two different things. And so I think one of the things that we will see going forward is how do we play these salespeople, so that we can get as much lift from them as we&#39;re getting from the product itself. And we&#39;re at the beginning of that. And so it is the part to people we&#39;ve fully indoctrinated or as normal people might say, trained, are effective, but we&#39;ve never done this before. There will be -- that&#39;s a process, we&#39;re also looking at ways to learn from other companies, but that&#39;s going to happen over the next couple of years.&#34;</blockquote><h2>Profitability has made huge leaps</h2><p>In spite of Palantir&#39;s clear focus on growth, though, we can look across the entire spate of Palantir&#39;s profitability metrics and see marked improvement. Earlier on in the company&#39;s public debut, investors questioned Palantir&#39;s large GAAP losses and concluded that this was, like any other tech company, one that focused on growth at all costs. Now, we&#39;re not so sure that argument is valid.</p><p>First, a look at GAAP margins. GAAP operating margin in Q4 hit a record-high -14%, up <b>thirty-five points </b>from -49% in the year-ago quarter:</p><p></p><p><img src=\"https://static.tigerbbs.com/0bd4d857bb5a7558834c288c2f12e8fc\" tg-width=\"640\" tg-height=\"306\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir margin trends (Palantir Q4 investor presentation)</p><p></p><p>Similarly, adjusted EBITDA grew 13 points for the year FY21 to 32%, thirteen points better than in FY20:</p><p></p><p><img src=\"https://static.tigerbbs.com/58292146895f5be6ca2692c1d3d3c230\" tg-width=\"640\" tg-height=\"217\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir adjusted EBITDA (Palantir Q4 earnings release)</p><p></p><p>And lastly, Palantir generated $424.1 million in free cash flow in FY21, representing a rich 28% free cash flow margin - more than fifty points better than -25% in FY20.</p><p></p><p><img src=\"https://static.tigerbbs.com/acb7db7408229ac728bf88693bdf5b41\" tg-width=\"640\" tg-height=\"144\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir FCF (Palantir Q4 earnings release)</p><p></p><p>The chart below also showcases that, relative to many SaaS peers, Palantir&#39;s balance of growth plus FCF margin outranks most competitors:</p><p></p><p><img src=\"https://static.tigerbbs.com/432fed690595b676258a807bc0427934\" tg-width=\"640\" tg-height=\"351\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir growth + FCF (Palantir Q4 investor presentation)</p><p></p><p>With this year&#39;s market landscape so focused on safety and profitability, Palantir&#39;s huge improvements on profitability have given investors <b>exactly </b>the remedy to one of their biggest concerns - and yet, the stock has still slid.</p><h2>Valuation and key takeaways</h2><p>At current share prices near $12, Palantir trades at a $25.17 billion market cap. After netting off the $2.52 billion of cash on the company&#39;s most recent balance sheet, its <b>enterprise value goes to $22.64 billion</b>.</p><p>Meanwhile, Wall Street analysts are calling for $2.01 billion in consensus revenue for the year FY22, representing 30% y/y growth (considering Karp has committed to &#34;at least&#34; 30% growth through FY25, it&#39;s highly likely that Palantir&#39;s actual growth for the year will land several points higher). Still, if we take that consensus at face value, Palantir trades at <b>11.3x EV/FY22 revenue </b>- still not cheap by any measure, but less than half of Palantir&#39;s peak multiples in the mid-20s.</p><p>I continue to view the current slide as a once-in-a-lifetime opportunity to buy a transformational tech company that is still early on in its path to becoming a tech mega-cap. Stay long here, be patient, and wait for a rebound that I expect will be a swift upward shot.</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>Palantir: The Recovery Will Be Swift</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: The Recovery Will Be Swift\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-25 10:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4503192-palantir-recovery-swift><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Michael Vi/iStock Editorial via Getty ImagesAt one point directly after its IPO, Palantir (NYSE:PLTR) was one of the hottest trades on Wall Street. This secretive machine learning and big data stock ...</p>\n\n<a href=\"https://seekingalpha.com/article/4503192-palantir-recovery-swift\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4543":"AI","BK4023":"应用软件","BK4547":"WSB热门概念","PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4503192-palantir-recovery-swift","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2229419405","content_text":"Michael Vi/iStock Editorial via Getty ImagesAt one point directly after its IPO, Palantir (NYSE:PLTR) was one of the hottest trades on Wall Street. This secretive machine learning and big data stock had become a household name and saw its shares triple from its initial debut - but unsurprisingly, Palantir has also become one of the biggest victims of the recent tech crash.Relative to highs above $35, Palantir has now given up two-thirds of its value, the equivalent of about $50 billion in market cap. Year to date alone, Palantir stock has shed 35%. While even I can't argue that Palantir had run a little hot last year and was in need of a slight correction, as usual poor sentiment has taken the crash too far - leaving Palantir in very buyable territory.Data by YChartsWhile Palantir has been one of the biggest holes in my portfolio this year, I remain strongly bullish on this stock and am invested for the long term. It's difficult to regard Palantir's venerable customer base, its best-of-breed series of both commercial and government products, and its visionary leadership and not conclude that Palantir will continue to dominate enterprise software over the next few decades.There has been a lot of negativity around Palantir recently, but almost none of it is company-specific. It's all about de-risking portfolios and expensive valuations in the face of rising interest rates - which I view to be shorter-term arguments that don't in any way diminish the attractiveness of Palantir in the long run. This is a company that has claimed a $100+ billion TAM, with its main products each adding market opportunity and becoming behemoths in their own rights over time:Palantir TAM (Palantir Q4 investor deck)Here's a rundown of the key pieces of the bullish thesis for Palantir:Big data is a massive discipline that can be applied in nearly limitless ways. Palantir isn't a software company that serves only one or a limited set of use cases. Data and inferences that can be made from data are prevalent in just about everything: which explains why Palantir is such a powerful tool for both public and private sector clients.Growth at scale. Despite being at a ~$2 billion annual revenue scale, Palantir continues to deliver 30-40% y/y revenue growth, and its long-term outlook calls for the company to be able to sustain growth rates in excess of 30% y/y through at least 2025. Few companies are able to achieve this kind of growth at scale, and it's a testament to the wide applicability of Palantir's products and the humongous clientele it has drawn (in particular, the U.S. Army).Stepping up go-to-market momentum. Palantir is chasing growth across a wide variety of channels. The company has stepped up its sales hiring this year, a nod at the broad market opportunity it has and the need for more territory coverage. Palantir also has deepened relationships with ISVs (integrated service vendors) that can resell Palantir's products without its involvement and offer additional coverage that Palantir's direct sales force can't handle.One foot in the public sector, one foot in private. Palantir made its name on being a large federal government contractor, but its products are just as compelling to an enterprise segment that is growing ever more obsessed with the value of big data. Most software companies start off as primarily dealing with enterprise buyers, and then hopefully getting FedRAMP certification to sell into public sector clients later. Palantir did the reverse: but now, its momentum with Fortune 100 companies is continuing to grow, and customer adds are continuing to trend at an impressive pace.Free cash flow. Though not yet profitable from a GAAP standpoint, Palantir continues to exceed internal expectations for free cash flow, which means the business is self-financing (a departure from. many other rapid-growth software companies that continue to need to raise capital to finance their losses).Stay long here: Palantir is still a growth stock in the early days of becoming a tech mega-cap.Growth has sustained, thanks to commercial progressPalantir's original claim to fame, and the reason it attained its \"hush hush\" reputation in Silicon Valley, is that it was the software that helped the U.S. government track down Osama bin Laden. While Palantir made its reputation as a government contractor, and while government revenue and massive federal deals continue to forge the lion's share of Palantir's business, the company has been able to sustain its rapid growth rates primarily by boosting its commercial presence.First, on overall growth: in Q4, Palantir's most recent quarter, the company grew revenue at a 34% y/y pace to $432.8 million, beating Wall Street's expectations of $418.1 million (+30% y/y) by a four-point margin. The Q4 earnings summary is shown below:Palantir Q4 results (Palantir Q4 earnings release)Helping to index the company's growth rate upward has been its progress on the enterprise side. Palantir describes its enterprise software product, Palantir Foundry, as a product that is now as essential to modern enterprises as Amazon AWS was to building cloud applications. Foundry is an OS (operating system) product that helps integrate data to power applications and has thousands of use cases across all industries.In Q4, US commercial revenue growth accelerated for the third straight quarter to 132% y/y growth. And at the end of 2021, Palantir counted 80 enterprise customers. Now, you can read that number two ways: you can be impressed that it represents 371% y/y growth, but you can also imagine there is still ample room for expansion into the rest of the Fortune 500.U.S. enterprise revenue now also comprises 13% of total revenue:Palantir US commercial revenue progression (Palantir Q4 investor presentation)Yet the company is preparing for even more growth on the enterprise side. It entered into 2021 with a very lean sales headcount, having only 12 total salespeople focused on U.S. enterprises. In 2021 the company made deep strides on sales hiring, which is now up to 80 strong. More importantly, however, the company enters into 2022 with 25 tenured salespeople, more than quadruple the year-ago quarter: allowing Palantir to cover far more breadth this year than last.Palantir sales headcount expansion (Palantir Q4 investor presentation)Hiring, and growth overall, remain top of mind for Palantir execs. Per CEO Alex Karp's remarks on the most recent earnings call:We're in the market to hire aggressively across Palantir, honestly, mostly not salespeople because we believe we live and die based on our ability to build products of tomorrow delivered today.But we're hiring -- going to hire in the range of 200 people. Hiring and getting value out of them are two different things. And so I think one of the things that we will see going forward is how do we play these salespeople, so that we can get as much lift from them as we're getting from the product itself. And we're at the beginning of that. And so it is the part to people we've fully indoctrinated or as normal people might say, trained, are effective, but we've never done this before. There will be -- that's a process, we're also looking at ways to learn from other companies, but that's going to happen over the next couple of years.\"Profitability has made huge leapsIn spite of Palantir's clear focus on growth, though, we can look across the entire spate of Palantir's profitability metrics and see marked improvement. Earlier on in the company's public debut, investors questioned Palantir's large GAAP losses and concluded that this was, like any other tech company, one that focused on growth at all costs. Now, we're not so sure that argument is valid.First, a look at GAAP margins. GAAP operating margin in Q4 hit a record-high -14%, up thirty-five points from -49% in the year-ago quarter:Palantir margin trends (Palantir Q4 investor presentation)Similarly, adjusted EBITDA grew 13 points for the year FY21 to 32%, thirteen points better than in FY20:Palantir adjusted EBITDA (Palantir Q4 earnings release)And lastly, Palantir generated $424.1 million in free cash flow in FY21, representing a rich 28% free cash flow margin - more than fifty points better than -25% in FY20.Palantir FCF (Palantir Q4 earnings release)The chart below also showcases that, relative to many SaaS peers, Palantir's balance of growth plus FCF margin outranks most competitors:Palantir growth + FCF (Palantir Q4 investor presentation)With this year's market landscape so focused on safety and profitability, Palantir's huge improvements on profitability have given investors exactly the remedy to one of their biggest concerns - and yet, the stock has still slid.Valuation and key takeawaysAt current share prices near $12, Palantir trades at a $25.17 billion market cap. After netting off the $2.52 billion of cash on the company's most recent balance sheet, its enterprise value goes to $22.64 billion.Meanwhile, Wall Street analysts are calling for $2.01 billion in consensus revenue for the year FY22, representing 30% y/y growth (considering Karp has committed to \"at least\" 30% growth through FY25, it's highly likely that Palantir's actual growth for the year will land several points higher). Still, if we take that consensus at face value, Palantir trades at 11.3x EV/FY22 revenue - still not cheap by any measure, but less than half of Palantir's peak multiples in the mid-20s.I continue to view the current slide as a once-in-a-lifetime opportunity to buy a transformational tech company that is still early on in its path to becoming a tech mega-cap. Stay long here, be patient, and wait for a rebound that I expect will be a swift upward shot.","news_type":1},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082018570,"gmtCreate":1650502153816,"gmtModify":1676534739232,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582784322184490","authorIdStr":"3582784322184490"},"themes":[],"htmlText":"Where are the haters now?","listText":"Where are the haters now?","text":"Where are the haters now?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082018570","repostId":"2229763289","repostType":4,"repost":{"id":"2229763289","kind":"highlight","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":1650495355,"share":"https://ttm.financial/m/news/2229763289?lang=&edition=fundamental","pubTime":"2022-04-21 06:55","market":"us","language":"en","title":"Tesla Posts Record Profit, Q1 Sales Jump 81% despite Supply-Chain Disruptions","url":"https://stock-news.laohu8.com/highlight/detail?id=2229763289","media":"Dow Jones","summary":"Tesla Inc. late Wednesday reported another record quarter of sales and profit, blowing past Wall Street estimates even though it said its factories continue to run below capacity due to supply-chain p","content":"<html><head></head><body><p>Tesla Inc. late Wednesday reported another record quarter of sales and profit, blowing past Wall Street estimates even though it said its factories continue to run below capacity due to supply-chain problems.</p><p>On a post-results call with investors, Chief Executive Elon Musk focused on some of the more futuristic endeavors for Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, such as promising a new &#34;robotaxi&#34; vehicle in two years, and kept mum about his proposal to buy <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc. (TWTR).</p><p>Musk made a $43 billion bid for the social-media company last week</p><p>Tesla said it earned $3.2 billion, or $2.86 a share, in the first quarter, compared with earnings of $438 million, or 39 cents a share, in the year-ago period.</p><p>Adjusted for <a href=\"https://laohu8.com/S/AONE.U\">one</a>-time items, the EV maker earned $3.22 a share.</p><p>Revenue rose 81% to $18.6 billion from $10.39 billion a year ago, thanks to higher average car prices and growth in vehicle sales, the company said.</p><p>Analysts polled by FactSet expected the company to report adjusted earnings of $2.26 a share on sales of $17.85 billion.</p><p>The stock rallied near 5% after the results.</p><p><img src=\"https://static.tigerbbs.com/439374e4d6f664817a2b162131264a58\" tg-width=\"851\" tg-height=\"851\" width=\"100%\" height=\"auto\"/></p><p>&#34;I&#39;ve never been more optimistic and excited in terms of the future than I am right now,&#34; Musk said in the call. &#34;We are obviously not demand-limited, we are production-limited -- very much production-limited.&#34;</p><p>Musk reiterated that Tesla is working on a new vehicle, which will be a &#34;dedicated robotaxi&#34; that would be &#34;highly prioritized for autonomy,&#34; with no steering wheel or pedals and &#34;a number of other innovations,&#34; he said.</p><p>A robotaxi ride would be significantly cheaper per mile than a regular car ride and &#34;less than a bus ticket, a subsidized bus ticket or subsidized subway ticket,&#34; Musk said.</p><p>Tesla will achieve volume production of the vehicle in 2024, Musk said. He declined to give more details about the robotaxi, saying Tesla likely will hold an event to highlight the new vehicle next year.</p><p>Tesla&#39;s electric pickup, the Cybertruck, is on track for 2023, he said.</p><p>Tesla unexpectedly managed &#34;an impressive increase in revenue&#34; despite ongoing issues and &#34;even Musk&#39;s recent play for Twitter,&#34; Alyssa Altman at consultancy Publicis Sapient said.</p><p>With the two newer factories in Berlin and Austin, Texas, &#34;the company seems well positioned to compensate for reduced production capacity in the Far East due to the Shanghai lockdown,&#34; Altman said.</p><p>&#34;Tesla&#39;s surprises are common,&#34; but the way the company navigated inflationary pressures and supply-chain constraints was &#34;impressive,&#34; said Pedro Palandrani, an analyst at <a href=\"https://laohu8.com/S/EFFE\">Global X</a>. Palandrani highlighted auto gross margins at near 33%, up significantly from last year&#39;s 27%.</p><p>In the call, Musk said that Tesla&#39;s humanoid robot Optimus is a program that people don&#39;t pay enough attention to.</p><p>&#34;Optimus will be worth more than the car business and [Full Self Driving, Tesla&#39;s suite of advanced driver-assistance systems], that&#39;s my firm belief,&#34; Musk said.</p><p>In its letter to investors accompanying results, Tesla vowed to release FSD &#34;before the end of this year&#34; to all U.S. customers. A beta version of the suite has been available to some owners.</p><p>Tesla said in the letter that supply-chain problems and raw-material prices costs that recently have increased &#34;multiple-fold&#34; continue to weigh.</p><p>Factories have been running below capacity &#34;for several quarters as supply chain became the main limiting factor, which is likely to continue through the rest of 2022,&#34; the company said.</p><p>Tesla said that a spike in COVID-19 cases ended in a temporary shutdown of the Shanghai factory and of parts of the company&#39;s supply chain.</p><p>&#34;Although limited production has recently restarted, we continue to monitor the situation closely,&#34; the company said.</p><p>The ramp up in the newer factories also will depend on the supply-chain snags, Tesla said.</p><p>&#34;Factory ramps take time, and Gigafactory Austin and Gigafactory Berlin-Brandenburg will be no different.&#34;</p><p>Tesla stock has gained about 36% in the past 12 months, which compares with gains of about 8% for the S&amp;P 500 index .</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>Tesla Posts Record Profit, Q1 Sales Jump 81% despite Supply-Chain Disruptions</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 Posts Record Profit, Q1 Sales Jump 81% despite Supply-Chain Disruptions\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\">2022-04-21 06:55</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla Inc. late Wednesday reported another record quarter of sales and profit, blowing past Wall Street estimates even though it said its factories continue to run below capacity due to supply-chain problems.</p><p>On a post-results call with investors, Chief Executive Elon Musk focused on some of the more futuristic endeavors for Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, such as promising a new &#34;robotaxi&#34; vehicle in two years, and kept mum about his proposal to buy <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc. (TWTR).</p><p>Musk made a $43 billion bid for the social-media company last week</p><p>Tesla said it earned $3.2 billion, or $2.86 a share, in the first quarter, compared with earnings of $438 million, or 39 cents a share, in the year-ago period.</p><p>Adjusted for <a href=\"https://laohu8.com/S/AONE.U\">one</a>-time items, the EV maker earned $3.22 a share.</p><p>Revenue rose 81% to $18.6 billion from $10.39 billion a year ago, thanks to higher average car prices and growth in vehicle sales, the company said.</p><p>Analysts polled by FactSet expected the company to report adjusted earnings of $2.26 a share on sales of $17.85 billion.</p><p>The stock rallied near 5% after the results.</p><p><img src=\"https://static.tigerbbs.com/439374e4d6f664817a2b162131264a58\" tg-width=\"851\" tg-height=\"851\" width=\"100%\" height=\"auto\"/></p><p>&#34;I&#39;ve never been more optimistic and excited in terms of the future than I am right now,&#34; Musk said in the call. &#34;We are obviously not demand-limited, we are production-limited -- very much production-limited.&#34;</p><p>Musk reiterated that Tesla is working on a new vehicle, which will be a &#34;dedicated robotaxi&#34; that would be &#34;highly prioritized for autonomy,&#34; with no steering wheel or pedals and &#34;a number of other innovations,&#34; he said.</p><p>A robotaxi ride would be significantly cheaper per mile than a regular car ride and &#34;less than a bus ticket, a subsidized bus ticket or subsidized subway ticket,&#34; Musk said.</p><p>Tesla will achieve volume production of the vehicle in 2024, Musk said. He declined to give more details about the robotaxi, saying Tesla likely will hold an event to highlight the new vehicle next year.</p><p>Tesla&#39;s electric pickup, the Cybertruck, is on track for 2023, he said.</p><p>Tesla unexpectedly managed &#34;an impressive increase in revenue&#34; despite ongoing issues and &#34;even Musk&#39;s recent play for Twitter,&#34; Alyssa Altman at consultancy Publicis Sapient said.</p><p>With the two newer factories in Berlin and Austin, Texas, &#34;the company seems well positioned to compensate for reduced production capacity in the Far East due to the Shanghai lockdown,&#34; Altman said.</p><p>&#34;Tesla&#39;s surprises are common,&#34; but the way the company navigated inflationary pressures and supply-chain constraints was &#34;impressive,&#34; said Pedro Palandrani, an analyst at <a href=\"https://laohu8.com/S/EFFE\">Global X</a>. Palandrani highlighted auto gross margins at near 33%, up significantly from last year&#39;s 27%.</p><p>In the call, Musk said that Tesla&#39;s humanoid robot Optimus is a program that people don&#39;t pay enough attention to.</p><p>&#34;Optimus will be worth more than the car business and [Full Self Driving, Tesla&#39;s suite of advanced driver-assistance systems], that&#39;s my firm belief,&#34; Musk said.</p><p>In its letter to investors accompanying results, Tesla vowed to release FSD &#34;before the end of this year&#34; to all U.S. customers. A beta version of the suite has been available to some owners.</p><p>Tesla said in the letter that supply-chain problems and raw-material prices costs that recently have increased &#34;multiple-fold&#34; continue to weigh.</p><p>Factories have been running below capacity &#34;for several quarters as supply chain became the main limiting factor, which is likely to continue through the rest of 2022,&#34; the company said.</p><p>Tesla said that a spike in COVID-19 cases ended in a temporary shutdown of the Shanghai factory and of parts of the company&#39;s supply chain.</p><p>&#34;Although limited production has recently restarted, we continue to monitor the situation closely,&#34; the company said.</p><p>The ramp up in the newer factories also will depend on the supply-chain snags, Tesla said.</p><p>&#34;Factory ramps take time, and Gigafactory Austin and Gigafactory Berlin-Brandenburg will be no different.&#34;</p><p>Tesla stock has gained about 36% in the past 12 months, which compares with gains of about 8% for the S&amp;P 500 index .</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229763289","content_text":"Tesla Inc. late Wednesday reported another record quarter of sales and profit, blowing past Wall Street estimates even though it said its factories continue to run below capacity due to supply-chain problems.On a post-results call with investors, Chief Executive Elon Musk focused on some of the more futuristic endeavors for Tesla $(TSLA)$, such as promising a new \"robotaxi\" vehicle in two years, and kept mum about his proposal to buy Twitter Inc. (TWTR).Musk made a $43 billion bid for the social-media company last weekTesla said it earned $3.2 billion, or $2.86 a share, in the first quarter, compared with earnings of $438 million, or 39 cents a share, in the year-ago period.Adjusted for one-time items, the EV maker earned $3.22 a share.Revenue rose 81% to $18.6 billion from $10.39 billion a year ago, thanks to higher average car prices and growth in vehicle sales, the company said.Analysts polled by FactSet expected the company to report adjusted earnings of $2.26 a share on sales of $17.85 billion.The stock rallied near 5% after the results.\"I've never been more optimistic and excited in terms of the future than I am right now,\" Musk said in the call. \"We are obviously not demand-limited, we are production-limited -- very much production-limited.\"Musk reiterated that Tesla is working on a new vehicle, which will be a \"dedicated robotaxi\" that would be \"highly prioritized for autonomy,\" with no steering wheel or pedals and \"a number of other innovations,\" he said.A robotaxi ride would be significantly cheaper per mile than a regular car ride and \"less than a bus ticket, a subsidized bus ticket or subsidized subway ticket,\" Musk said.Tesla will achieve volume production of the vehicle in 2024, Musk said. He declined to give more details about the robotaxi, saying Tesla likely will hold an event to highlight the new vehicle next year.Tesla's electric pickup, the Cybertruck, is on track for 2023, he said.Tesla unexpectedly managed \"an impressive increase in revenue\" despite ongoing issues and \"even Musk's recent play for Twitter,\" Alyssa Altman at consultancy Publicis Sapient said.With the two newer factories in Berlin and Austin, Texas, \"the company seems well positioned to compensate for reduced production capacity in the Far East due to the Shanghai lockdown,\" Altman said.\"Tesla's surprises are common,\" but the way the company navigated inflationary pressures and supply-chain constraints was \"impressive,\" said Pedro Palandrani, an analyst at Global X. Palandrani highlighted auto gross margins at near 33%, up significantly from last year's 27%.In the call, Musk said that Tesla's humanoid robot Optimus is a program that people don't pay enough attention to.\"Optimus will be worth more than the car business and [Full Self Driving, Tesla's suite of advanced driver-assistance systems], that's my firm belief,\" Musk said.In its letter to investors accompanying results, Tesla vowed to release FSD \"before the end of this year\" to all U.S. customers. A beta version of the suite has been available to some owners.Tesla said in the letter that supply-chain problems and raw-material prices costs that recently have increased \"multiple-fold\" continue to weigh.Factories have been running below capacity \"for several quarters as supply chain became the main limiting factor, which is likely to continue through the rest of 2022,\" the company said.Tesla said that a spike in COVID-19 cases ended in a temporary shutdown of the Shanghai factory and of parts of the company's supply chain.\"Although limited production has recently restarted, we continue to monitor the situation closely,\" the company said.The ramp up in the newer factories also will depend on the supply-chain snags, Tesla said.\"Factory ramps take time, and Gigafactory Austin and Gigafactory Berlin-Brandenburg will be no different.\"Tesla stock has gained about 36% in the past 12 months, which compares with gains of about 8% for the S&P 500 index .","news_type":1},"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014689097,"gmtCreate":1649649344471,"gmtModify":1676534544582,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582784322184490","authorIdStr":"3582784322184490"},"themes":[],"htmlText":"Business end is crushing it with the results!","listText":"Business end is crushing it with the results!","text":"Business end is crushing it with the results!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014689097","repostId":"2226752060","repostType":2,"repost":{"id":"2226752060","kind":"news","pubTimestamp":1649647957,"share":"https://ttm.financial/m/news/2226752060?lang=&edition=fundamental","pubTime":"2022-04-11 11:32","market":"us","language":"en","title":"Is Microsoft A Good Metaverse Stock? Consider Both The Enterprise And Consumer Metaverse","url":"https://stock-news.laohu8.com/highlight/detail?id=2226752060","media":"seekingalpha","summary":"Elevator PitchMy investment rating for Microsoft Corporation's (NASDAQ:MSFT) shares is a Hold. My pr","content":"<html><head></head><body><h2>Elevator Pitch</h2><p>My investment rating for Microsoft Corporation&#39;s (NASDAQ:MSFT) shares is a Hold. My prior March 17, 2022 article for MSFT focused on evaluating the bull and bear case theses for the stock. In this article, I turn my attention to analyzing whether Microsoft is a good proxy for the metaverse investment theme.</p><p>MSFT has been investing in both the enterprise and consumer metaverse, which makes it an unique play on the investment theme. Microsoft is doing the right thing by planting the seeds for future growth by making metaverse-related investments. However, it is still uncertain if the metaverse will live up to its potential in the future, and MSFT&#39;s valuations are not particularly enticing. As such, I retain my Hold rating for the company&#39;s shares.</p><h2>Is MSFT A Metaverse Stock?</h2><p>MSFT is a metaverse stock. Microsoft might not necessarily be the first name that comes to investors&#39; minds when the metaverse is mentioned like, say, <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> (FB) or Roblox (RBLX). But there are many signs that suggest MSFT&#39;s businesses are closely linked to the metaverse.</p><p>A new <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a> that was recently launched, ProShares Metaverse ETF (VERS), which was established to allow investors to &#34;benefit from the metaverse&#39;s rapid rise&#34; according to a March 17, 2022 <i>Seeking Alpha News</i> article, includes MSFT as <a href=\"https://laohu8.com/S/AONE.U\">one</a> of its top five positions.</p><p>Separately, Microsoft mentioned the word &#34;metaverse&#34; three times in the company&#39;s prepared remarks for its Q2 FY 2022 (YE June 30) earnings call, and there was a question asked at the recent quarterly results briefing that focused entirely on MSFT&#39;s growth opportunities associated with the metaverse.</p><p>A discussion about MSFT&#39;s metaverse-related products and services today will inevitably revolve around HoloLens and Mesh For Microsoft Teams.</p><p>Microsoft has HoloLens when it comes to metaverse-related hardware or devices. The first generation of MSFT&#39;s augmented reality or AR headset, HoloLens 1 was introduced to the market in 2015. Microsoft subsequently introduced the second generation of HoloLens (or HoloLens 2) in 2019. It is important to note that HoloLens 2 sells for a few thousand dollars apiece, and the product is clearly targeting enterprises which differentiates it from cheaper (typically a few hundred dollars) AR headsets sold to consumers. The HoloLens 2 headset already has applications in multiple industries, where companies can save on costs and time using this device, as per the chart below.</p><p><b>HoloLens Is Already Used By Companies In Different Industries</b></p><p><img src=\"https://static.tigerbbs.com/c543b8d0f33e26319eb2003cef7d3b1b\" tg-width=\"640\" tg-height=\"254\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Also, Microsoft announced earlier at its yearly <a href=\"https://laohu8.com/S/IGN.AU\">Ignite</a> technology event in November 2021 that it is introducing &#34;Mesh for Microsoft Teams.&#34; At the event, MSFT highlighted that Mesh will allow people to participate virtually in meetings &#34;using personalized avatars and immersive spaces that can be accessed from any device, with no special equipment needed.&#34; In a nutshell, the integration of Mesh with Teams is really all about making mixed-reality meetings possible. First launched in 2017, business collaboration and group chat platform Microsoft Teams has been a big success for the company; it disclosed at its recent Q2 FY 2022 results briefing that &#34;90% of Fortune 500 companies used Teams Phone&#34; in the recent quarter. Demand for &#34;Mesh For Microsoft Teams&#34; will definitely grow with the rise of hybrid work, and it is noteworthy that Mesh is also compatible with HoloLens 2 as highlighted below.</p><p><b>Key Features Of Mesh</b></p><p><img src=\"https://static.tigerbbs.com/061c1985184eee7800e167d7f00f3699\" tg-width=\"640\" tg-height=\"204\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>I discuss about MSFT&#39;s most significant and recent investment in the metaverse in the subsequent section.</p><h2>Is Microsoft Investing In The Metaverse?</h2><p>Microsoft is investing in the metaverse, and the company&#39;s most recent move in that respect was its planned purchase of gaming company, Activision Blizzard announced in a press release dated January 18, 2022. MSFT stressed at its most recent quarterly investor call that this deal will help the company &#34;shape what comes next for gaming as platforms like the metaverse develop.&#34; The transaction is expected to be concluded by the end of FY 2023 (June 30, 2023), assuming that conditions precedent are fulfilled and the relevant regulatory approvals are secured.</p><p>As I noted in the preceding section of this article, MSFT has put in significant efforts to make headway in the enterprise metaverse with HoloLens 2 and Mesh For Meetings. The proposed Activision deal puts Microsoft in a good position to gain a strong foothold in the consumer metaverse as well.</p><p>A January 10, 2022 <i>Wired</i> article noted that &#34;the things that make the promise of a metaverse intriguing&#34; can already be found in &#34;online games&#34; like <i>World of Warcraft</i>, and highlighted that the metaverse represents &#34;a new way (for gaming companies) to brand their sprawl of digital products and services.&#34; Activision&#39;s flagship game, <i>World Of Warcraft</i>, is often seen to be an &#34;earlier version&#34; and &#34;preview&#34; of the future metaverse, and there are substantial synergies between Activision&#39;s games and Microsoft&#39;s ambitions to expand in the consumer metaverse.</p><p>In the next section, I touch on key metrics with respect to Microsoft&#39;s proposed acquisition in Activision which represents a key investment for the company in the consumer metaverse.</p><h2>MSFT Stock Key Metrics</h2><p>Microsoft outlined its expectations for the number of gamers worldwide to expand from around 3 billion now to 4.5 billion in the next nine years, as discussed at the company&#39;s M&amp;A investor call on January 18, 2022. MSFT emphasized at its M&amp;A briefing in mid-January that its &#34;vision of the metaverse is based on intersecting global communities rooted in strong franchises.&#34; In other words, Microsoft needs scale in gaming to build a consumer metaverse.</p><p>Activision boasted as many as 371 million monthly active users (versus a relatively more modest 25 million Microsoft Xbox Game Pass subscribers) as of the end of 2021, and it is estimated that Microsoft will become the &#34;third largest&#34; company in the gaming space behind only Sony (SONY) (OTCPK:SNEJF) and Tencent (OTCPK:TCEHY) (OTCPK:TCTZF) assuming that the deal is successfully completed.</p><p>In summary, the success of Microsoft&#39;s proposed investment in Activision could determine if MSFT is able become a force in the consumer metaverse in the future.</p><h2>What Is Microsoft&#39;s Long-Term Outlook?</h2><p>A stock is a good investment, if the company&#39;s long-term growth prospects are not fully reflected in its valuations. In that respect, MSFT is not the best investment candidate.</p><p>Microsoft&#39;s revenue and normalized earnings per share are forecasted to grow by five-CAGRs of +15.1% and +19.4%, respectively for the FY 2022-2026 period as per <i>S&amp;P Capital IQ&#39;s</i> consensus estimates. Wall Street analysts also see MSFT&#39;s future ROEs falling in the low-30s to low 40s percentage range for the next five years.</p><p>MSFT&#39;s 30.5 times consensus forward next twelve months&#39; normalized P/E appears to be largely consistent with the company&#39;s expected top line expansion, ROEs and earnings growth going forward. In other words, I don&#39;t see any indicators that MSFT is mispriced.</p><p>With regards to the metaverse, it is reasonably safe to assume that the sell-side has not incorporated much of the potential upside relating to the metaverse into the financial forecasts for MSFT or its peers. It is widely accepted by investors and companies that while the metaverse holds a lot of promise in the long term, there is no guarantee that the metaverse investment theme won&#39;t fizzle out just like other technology trends in the past.</p><p>As an illustration, Meta Platforms, arguably the company most bullish (considering its corporate name change) on the future of the metaverse, has also expressed its views that it is ready to pivot if things don&#39;t work as planned. FB mentioned at the 2022 <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> (MS) Technology, Media and Telecom Conference in March that it &#34;can moderate them over time&#34; assuming it is &#34;less successful.&#34; Specifically, Meta Platforms is saying that if investments in any particular growth area (which could be referring to the metaverse and other investment opportunities) don&#39;t work out well, it is willingly to allocate capital elsewhere.</p><p>In conclusion, MSFT&#39;s outlook is good but largely priced in. At the same time, it will be too aggressive to expect significant revenue or earnings accretion from the metaverse theme.</p><h2>Is MSFT Stock A Buy, Sell, or Hold?</h2><p>MSFT is a Hold. In my earlier March 17, 2022 update, I rated Microsoft as a Hold &#34;after I weighed the pros and cons of a potential investment in the stock and assessed its valuations using different approaches.&#34; My views have remained unchanged. Microsoft&#39;s investments in the metaverse represent call options, and there could be upside to the company&#39;s financial forecasts and valuations if the metaverse turns out to be a much bigger growth opportunity than what is expected. But as it stands now, Microsoft&#39;s valuations are fair and deserving of a Hold rating.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Microsoft A Good Metaverse Stock? Consider Both The Enterprise And Consumer Metaverse</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Microsoft A Good Metaverse Stock? Consider Both The Enterprise And Consumer Metaverse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-11 11:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4500469-is-microsoft-good-metaverse-stock><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elevator PitchMy investment rating for Microsoft Corporation's (NASDAQ:MSFT) shares is a Hold. My prior March 17, 2022 article for MSFT focused on evaluating the bull and bear case theses for the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4500469-is-microsoft-good-metaverse-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","BK4097":"系统软件","BK4550":"红杉资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","MSFT":"微软","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4525":"远程办公概念","BK4566":"资本集团","BK4535":"淡马锡持仓","BK4538":"云计算","BK4577":"网络游戏","BK4527":"明星科技股","BK4579":"人工智能"},"source_url":"https://seekingalpha.com/article/4500469-is-microsoft-good-metaverse-stock","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2226752060","content_text":"Elevator PitchMy investment rating for Microsoft Corporation's (NASDAQ:MSFT) shares is a Hold. My prior March 17, 2022 article for MSFT focused on evaluating the bull and bear case theses for the stock. In this article, I turn my attention to analyzing whether Microsoft is a good proxy for the metaverse investment theme.MSFT has been investing in both the enterprise and consumer metaverse, which makes it an unique play on the investment theme. Microsoft is doing the right thing by planting the seeds for future growth by making metaverse-related investments. However, it is still uncertain if the metaverse will live up to its potential in the future, and MSFT's valuations are not particularly enticing. As such, I retain my Hold rating for the company's shares.Is MSFT A Metaverse Stock?MSFT is a metaverse stock. Microsoft might not necessarily be the first name that comes to investors' minds when the metaverse is mentioned like, say, Meta Platforms (FB) or Roblox (RBLX). But there are many signs that suggest MSFT's businesses are closely linked to the metaverse.A new Pacer Swan SOS Fund of Funds ETF|ETF that was recently launched, ProShares Metaverse ETF (VERS), which was established to allow investors to \"benefit from the metaverse's rapid rise\" according to a March 17, 2022 Seeking Alpha News article, includes MSFT as one of its top five positions.Separately, Microsoft mentioned the word \"metaverse\" three times in the company's prepared remarks for its Q2 FY 2022 (YE June 30) earnings call, and there was a question asked at the recent quarterly results briefing that focused entirely on MSFT's growth opportunities associated with the metaverse.A discussion about MSFT's metaverse-related products and services today will inevitably revolve around HoloLens and Mesh For Microsoft Teams.Microsoft has HoloLens when it comes to metaverse-related hardware or devices. The first generation of MSFT's augmented reality or AR headset, HoloLens 1 was introduced to the market in 2015. Microsoft subsequently introduced the second generation of HoloLens (or HoloLens 2) in 2019. It is important to note that HoloLens 2 sells for a few thousand dollars apiece, and the product is clearly targeting enterprises which differentiates it from cheaper (typically a few hundred dollars) AR headsets sold to consumers. The HoloLens 2 headset already has applications in multiple industries, where companies can save on costs and time using this device, as per the chart below.HoloLens Is Already Used By Companies In Different IndustriesAlso, Microsoft announced earlier at its yearly Ignite technology event in November 2021 that it is introducing \"Mesh for Microsoft Teams.\" At the event, MSFT highlighted that Mesh will allow people to participate virtually in meetings \"using personalized avatars and immersive spaces that can be accessed from any device, with no special equipment needed.\" In a nutshell, the integration of Mesh with Teams is really all about making mixed-reality meetings possible. First launched in 2017, business collaboration and group chat platform Microsoft Teams has been a big success for the company; it disclosed at its recent Q2 FY 2022 results briefing that \"90% of Fortune 500 companies used Teams Phone\" in the recent quarter. Demand for \"Mesh For Microsoft Teams\" will definitely grow with the rise of hybrid work, and it is noteworthy that Mesh is also compatible with HoloLens 2 as highlighted below.Key Features Of MeshI discuss about MSFT's most significant and recent investment in the metaverse in the subsequent section.Is Microsoft Investing In The Metaverse?Microsoft is investing in the metaverse, and the company's most recent move in that respect was its planned purchase of gaming company, Activision Blizzard announced in a press release dated January 18, 2022. MSFT stressed at its most recent quarterly investor call that this deal will help the company \"shape what comes next for gaming as platforms like the metaverse develop.\" The transaction is expected to be concluded by the end of FY 2023 (June 30, 2023), assuming that conditions precedent are fulfilled and the relevant regulatory approvals are secured.As I noted in the preceding section of this article, MSFT has put in significant efforts to make headway in the enterprise metaverse with HoloLens 2 and Mesh For Meetings. The proposed Activision deal puts Microsoft in a good position to gain a strong foothold in the consumer metaverse as well.A January 10, 2022 Wired article noted that \"the things that make the promise of a metaverse intriguing\" can already be found in \"online games\" like World of Warcraft, and highlighted that the metaverse represents \"a new way (for gaming companies) to brand their sprawl of digital products and services.\" Activision's flagship game, World Of Warcraft, is often seen to be an \"earlier version\" and \"preview\" of the future metaverse, and there are substantial synergies between Activision's games and Microsoft's ambitions to expand in the consumer metaverse.In the next section, I touch on key metrics with respect to Microsoft's proposed acquisition in Activision which represents a key investment for the company in the consumer metaverse.MSFT Stock Key MetricsMicrosoft outlined its expectations for the number of gamers worldwide to expand from around 3 billion now to 4.5 billion in the next nine years, as discussed at the company's M&A investor call on January 18, 2022. MSFT emphasized at its M&A briefing in mid-January that its \"vision of the metaverse is based on intersecting global communities rooted in strong franchises.\" In other words, Microsoft needs scale in gaming to build a consumer metaverse.Activision boasted as many as 371 million monthly active users (versus a relatively more modest 25 million Microsoft Xbox Game Pass subscribers) as of the end of 2021, and it is estimated that Microsoft will become the \"third largest\" company in the gaming space behind only Sony (SONY) (OTCPK:SNEJF) and Tencent (OTCPK:TCEHY) (OTCPK:TCTZF) assuming that the deal is successfully completed.In summary, the success of Microsoft's proposed investment in Activision could determine if MSFT is able become a force in the consumer metaverse in the future.What Is Microsoft's Long-Term Outlook?A stock is a good investment, if the company's long-term growth prospects are not fully reflected in its valuations. In that respect, MSFT is not the best investment candidate.Microsoft's revenue and normalized earnings per share are forecasted to grow by five-CAGRs of +15.1% and +19.4%, respectively for the FY 2022-2026 period as per S&P Capital IQ's consensus estimates. Wall Street analysts also see MSFT's future ROEs falling in the low-30s to low 40s percentage range for the next five years.MSFT's 30.5 times consensus forward next twelve months' normalized P/E appears to be largely consistent with the company's expected top line expansion, ROEs and earnings growth going forward. In other words, I don't see any indicators that MSFT is mispriced.With regards to the metaverse, it is reasonably safe to assume that the sell-side has not incorporated much of the potential upside relating to the metaverse into the financial forecasts for MSFT or its peers. It is widely accepted by investors and companies that while the metaverse holds a lot of promise in the long term, there is no guarantee that the metaverse investment theme won't fizzle out just like other technology trends in the past.As an illustration, Meta Platforms, arguably the company most bullish (considering its corporate name change) on the future of the metaverse, has also expressed its views that it is ready to pivot if things don't work as planned. FB mentioned at the 2022 Morgan Stanley (MS) Technology, Media and Telecom Conference in March that it \"can moderate them over time\" assuming it is \"less successful.\" Specifically, Meta Platforms is saying that if investments in any particular growth area (which could be referring to the metaverse and other investment opportunities) don't work out well, it is willingly to allocate capital elsewhere.In conclusion, MSFT's outlook is good but largely priced in. At the same time, it will be too aggressive to expect significant revenue or earnings accretion from the metaverse theme.Is MSFT Stock A Buy, Sell, or Hold?MSFT is a Hold. In my earlier March 17, 2022 update, I rated Microsoft as a Hold \"after I weighed the pros and cons of a potential investment in the stock and assessed its valuations using different approaches.\" My views have remained unchanged. Microsoft's investments in the metaverse represent call options, and there could be upside to the company's financial forecasts and valuations if the metaverse turns out to be a much bigger growth opportunity than what is expected. But as it stands now, Microsoft's valuations are fair and deserving of a Hold rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015915756,"gmtCreate":1649408289915,"gmtModify":1676534507483,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582784322184490","authorIdStr":"3582784322184490"},"themes":[],"htmlText":"Yessss","listText":"Yessss","text":"Yessss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015915756","repostId":"1127830489","repostType":2,"repost":{"id":"1127830489","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":1649405333,"share":"https://ttm.financial/m/news/1127830489?lang=&edition=fundamental","pubTime":"2022-04-08 16:08","market":"us","language":"en","title":"Tesla Shares Jumped 1.6% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1127830489","media":"Tiger Newspress","summary":"Tesla Shares Jumped 1.6% in Premarket Trading.Elon Musk threw an elaborate party for more than 15,00","content":"<html><head></head><body><p>Tesla Shares Jumped 1.6% in Premarket Trading.</p><p>Elon Musk threw an elaborate party for more than 15,000 people Thursday night in the U.S. to celebrate Giga Texas, Tesla Inc.’s newest factory in Austin, Texas, and the company’s rapid expansion.<img src=\"https://static.tigerbbs.com/cdd6730eabc4c564cf8f3c88479551be\" tg-width=\"862\" tg-height=\"664\" referrerpolicy=\"no-referrer\"/>The “Cyber Rodeo” featured art installations including a Tesla coil, multiple stages and a sea of Texas-made Model Y sport utility vehicles, arranged to look like the Texas state flag. Tesla’s chief designer, Franz von Holzhausen, appeared on stage with Musk and the forthcoming Cybertruck, which will go into production next year.</p><p>The event kicked off with hundreds of drones flying in formation against the night sky, aligning to form shapes including the Cybertruck and a Shiba Inu dog.</p><p>“Welcome to Cyber Rodeo,” said Musk, who wore dark sunglasses and a black cowboy hat on stage. “We’re going to talk about past, present and future.”</p><p>Musk said that 2022 is all about growing in scale, while 2023 will bring new products to market, including the Cybertruck, Semi and next generation Roadster.</p><p>The $1 billion factory, which is larger than the U.S. Pentagon, is critical to Tesla’s expansion. The company has been operating near capacity at its Fremont, California, plant since the heady days of 2018, when it erected a giant tent in the parking lot to boost output of the Model 3 sedan and ran out of room.</p><p>The carmaker’s furious growth over the last two years is largely thanks to a factory outside Shanghai in China. Giga Texas will make the Model Y crossover vehicle and the Cybertruck.</p><p>“It will be the highest volume car factory in the U.S.,” said Musk. It also has the potential of becoming the world’s biggest battery cell factory, he added.</p><p>“We need a place where we can be really big, and there’s no place like Texas,” he said, to raucous cheers from the crowd.</p><p>After Musk’s remarks, fireworks lit up the night sky to the strains of Beethoven’s Symphony No. 5.</p><p>The party drew scores of fans. Actor Harrison Ford was spotted in the VIP lounge, along with Musk’s mother Maye and brother Kimbal Musk, who also serves on Tesla’s board of directors.</p><p>Several fans showed up at the strobe-lit factory in the hopes of getting in at the last minute but were turned away by Tesla security.</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>Tesla Shares Jumped 1.6% in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Shares Jumped 1.6% in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-08 16:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla Shares Jumped 1.6% in Premarket Trading.</p><p>Elon Musk threw an elaborate party for more than 15,000 people Thursday night in the U.S. to celebrate Giga Texas, Tesla Inc.’s newest factory in Austin, Texas, and the company’s rapid expansion.<img src=\"https://static.tigerbbs.com/cdd6730eabc4c564cf8f3c88479551be\" tg-width=\"862\" tg-height=\"664\" referrerpolicy=\"no-referrer\"/>The “Cyber Rodeo” featured art installations including a Tesla coil, multiple stages and a sea of Texas-made Model Y sport utility vehicles, arranged to look like the Texas state flag. Tesla’s chief designer, Franz von Holzhausen, appeared on stage with Musk and the forthcoming Cybertruck, which will go into production next year.</p><p>The event kicked off with hundreds of drones flying in formation against the night sky, aligning to form shapes including the Cybertruck and a Shiba Inu dog.</p><p>“Welcome to Cyber Rodeo,” said Musk, who wore dark sunglasses and a black cowboy hat on stage. “We’re going to talk about past, present and future.”</p><p>Musk said that 2022 is all about growing in scale, while 2023 will bring new products to market, including the Cybertruck, Semi and next generation Roadster.</p><p>The $1 billion factory, which is larger than the U.S. Pentagon, is critical to Tesla’s expansion. The company has been operating near capacity at its Fremont, California, plant since the heady days of 2018, when it erected a giant tent in the parking lot to boost output of the Model 3 sedan and ran out of room.</p><p>The carmaker’s furious growth over the last two years is largely thanks to a factory outside Shanghai in China. Giga Texas will make the Model Y crossover vehicle and the Cybertruck.</p><p>“It will be the highest volume car factory in the U.S.,” said Musk. It also has the potential of becoming the world’s biggest battery cell factory, he added.</p><p>“We need a place where we can be really big, and there’s no place like Texas,” he said, to raucous cheers from the crowd.</p><p>After Musk’s remarks, fireworks lit up the night sky to the strains of Beethoven’s Symphony No. 5.</p><p>The party drew scores of fans. Actor Harrison Ford was spotted in the VIP lounge, along with Musk’s mother Maye and brother Kimbal Musk, who also serves on Tesla’s board of directors.</p><p>Several fans showed up at the strobe-lit factory in the hopes of getting in at the last minute but were turned away by Tesla security.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127830489","content_text":"Tesla Shares Jumped 1.6% in Premarket Trading.Elon Musk threw an elaborate party for more than 15,000 people Thursday night in the U.S. to celebrate Giga Texas, Tesla Inc.’s newest factory in Austin, Texas, and the company’s rapid expansion.The “Cyber Rodeo” featured art installations including a Tesla coil, multiple stages and a sea of Texas-made Model Y sport utility vehicles, arranged to look like the Texas state flag. Tesla’s chief designer, Franz von Holzhausen, appeared on stage with Musk and the forthcoming Cybertruck, which will go into production next year.The event kicked off with hundreds of drones flying in formation against the night sky, aligning to form shapes including the Cybertruck and a Shiba Inu dog.“Welcome to Cyber Rodeo,” said Musk, who wore dark sunglasses and a black cowboy hat on stage. “We’re going to talk about past, present and future.”Musk said that 2022 is all about growing in scale, while 2023 will bring new products to market, including the Cybertruck, Semi and next generation Roadster.The $1 billion factory, which is larger than the U.S. Pentagon, is critical to Tesla’s expansion. The company has been operating near capacity at its Fremont, California, plant since the heady days of 2018, when it erected a giant tent in the parking lot to boost output of the Model 3 sedan and ran out of room.The carmaker’s furious growth over the last two years is largely thanks to a factory outside Shanghai in China. Giga Texas will make the Model Y crossover vehicle and the Cybertruck.“It will be the highest volume car factory in the U.S.,” said Musk. It also has the potential of becoming the world’s biggest battery cell factory, he added.“We need a place where we can be really big, and there’s no place like Texas,” he said, to raucous cheers from the crowd.After Musk’s remarks, fireworks lit up the night sky to the strains of Beethoven’s Symphony No. 5.The party drew scores of fans. Actor Harrison Ford was spotted in the VIP lounge, along with Musk’s mother Maye and brother Kimbal Musk, who also serves on Tesla’s board of directors.Several fans showed up at the strobe-lit factory in the hopes of getting in at the last minute but were turned away by Tesla security.","news_type":1},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012181988,"gmtCreate":1649292985911,"gmtModify":1676534486284,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582784322184490","authorIdStr":"3582784322184490"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>still the stock of choice for me&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>still the stock of choice for me&nbsp;","text":"$Apple(AAPL)$still the stock of choice for me","images":[{"img":"https://community-static.tradeup.com/news/67705f0b9b94e6bb2e6b42586507bb5c","width":"1284","height":"2778"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012181988","isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9019550355,"gmtCreate":1648611742123,"gmtModify":1676534364933,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582784322184490","authorIdStr":"3582784322184490"},"themes":[],"htmlText":"This is useless because it already happened. Don't follow!","listText":"This is useless because it already happened. Don't follow!","text":"This is useless because it already happened. Don't follow!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019550355","repostId":"1122910394","repostType":4,"repost":{"id":"1122910394","kind":"news","pubTimestamp":1648611108,"share":"https://ttm.financial/m/news/1122910394?lang=&edition=fundamental","pubTime":"2022-03-30 11:31","market":"us","language":"en","title":"Cathie Wood's ARK Invest Trades for 3/29: Buy Coinbase, BYD, Sell Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1122910394","media":"24/7 wall street","summary":"Markets rallied again on Tuesday with the S&P 500 hitting its highest level since January.ARK Invest","content":"<html><head></head><body><p>Markets rallied again on Tuesday with the S&amp;P 500 hitting its highest level since January.</p><p>ARK Invest funds saw sizable gains across the board during the session as well. ARKG performed the best out of the group, with a 6.7% gain on the day, while ARKX did the worst, up only 2.1%.</p><p>The ARK Fintech Innovation ETF (NYSEARCA: ARKF) deals mainly with up-and-coming fintech stocks, as the name suggests. Some of its biggest holdings include Square, Zillow, Pinterest, PayPal and Alibaba. Net assets for the fund are currently $2.2 billion. There was one notable trade in this fund: NO TRADES</p><p>ARK Genomic Revolution ETF (NYSEARCA: ARKG) looks at companies across multiple industries, but the general focus is on health care and companies that are changing the game technologically in this field. The biggest holdings are Pacific Biosciences, Teladoc Health, CRISPR and Fate Therapeutics. Net assets for the fund are currently $5.1 billion. Here are some notable trades in this fund: Buy 4,021 shares of Adaptive Biotechnologies &amp; Buy 50,000 shares of Burning Rock Biotech.</p><p>ARK Innovation ETF (NYSEARCA: ARKK) has a particular focus on disruptive innovation across multiple industries, but primarily tech. Some of the biggest names are in this fund, including Tesla, Roku, Square, Zillow and Spotify. Net assets for this fund are currently $16.2 billion. Here are some notable trades in this fund: <b>Buy 239,658 shares of Coinbase &amp; Sell 43,615 shares of Tesla.</b></p><p>ARK Autonomous Technology &amp; Robotics ETF (NYSEARCA: ARKQ) is focused, unsurprisingly, on companies that are in the field of autonomous technology and robotics, specifically ones that are disruptively innovating. Big names in this fund include Tesla, Alphabet, JD.com, Baidu and Iridium. Net assets for this fund are currently $2.2 billion. Here are some notable trades in the fund: <b>Buy 30,520 shares of BYD &amp; Sell 19,974 shares of Aerovironment.</b></p><p>ARK Next Generation Internet ETF (NYSEARCA: ARKW) is focused on companies that are disruptively innovating within the theme of the next generation of the internet. Some names in this fund are similar to the others, including Tesla, Square, Grayscale Bitcoin Trust, Facebook and Snap. Net assets for this fund are currently $3.8 billion. Here are the notable trades in the fund:<b> Buy 48,513 shares of Coinbase &amp; Sell 8,720 shares of Tesla.</b></p><p>Ark Space Exploration &amp; Innovation ETF (NYSEARCA: ARKX) is focused primarily on companies developing technology around spaceflight. Big names in this fund include Trimble, Kratos, Nvidia, Amazon and Iridium. Net assets for this fund are currently $468.9 million. There was one notable purchase in the fund: Buy 4,847 shares of Mynaric &amp; Sell 3,996 shares of Aerovironment.</p><p>Check out all the trades here:</p><p><img src=\"https://static.tigerbbs.com/2f0b32b54d139894552d8bf4d81bd965\" tg-width=\"953\" tg-height=\"671\" width=\"100%\" height=\"auto\"/></p></body></html>","source":"lsy1620372341666","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>Cathie Wood's ARK Invest Trades for 3/29: Buy Coinbase, BYD, Sell Tesla</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\">\nCathie Wood's ARK Invest Trades for 3/29: Buy Coinbase, BYD, Sell Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-30 11:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://247wallst.com/investing/2022/03/29/cathie-woods-ark-invest-trades-for-3-29/><strong>24/7 wall street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Markets rallied again on Tuesday with the S&P 500 hitting its highest level since January.ARK Invest funds saw sizable gains across the board during the session as well. ARKG performed the best out of...</p>\n\n<a href=\"https://247wallst.com/investing/2022/03/29/cathie-woods-ark-invest-trades-for-3-29/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","TSLA":"特斯拉","BYDDY":"比亚迪ADR"},"source_url":"https://247wallst.com/investing/2022/03/29/cathie-woods-ark-invest-trades-for-3-29/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122910394","content_text":"Markets rallied again on Tuesday with the S&P 500 hitting its highest level since January.ARK Invest funds saw sizable gains across the board during the session as well. ARKG performed the best out of the group, with a 6.7% gain on the day, while ARKX did the worst, up only 2.1%.The ARK Fintech Innovation ETF (NYSEARCA: ARKF) deals mainly with up-and-coming fintech stocks, as the name suggests. Some of its biggest holdings include Square, Zillow, Pinterest, PayPal and Alibaba. Net assets for the fund are currently $2.2 billion. There was one notable trade in this fund: NO TRADESARK Genomic Revolution ETF (NYSEARCA: ARKG) looks at companies across multiple industries, but the general focus is on health care and companies that are changing the game technologically in this field. The biggest holdings are Pacific Biosciences, Teladoc Health, CRISPR and Fate Therapeutics. Net assets for the fund are currently $5.1 billion. Here are some notable trades in this fund: Buy 4,021 shares of Adaptive Biotechnologies & Buy 50,000 shares of Burning Rock Biotech.ARK Innovation ETF (NYSEARCA: ARKK) has a particular focus on disruptive innovation across multiple industries, but primarily tech. Some of the biggest names are in this fund, including Tesla, Roku, Square, Zillow and Spotify. Net assets for this fund are currently $16.2 billion. Here are some notable trades in this fund: Buy 239,658 shares of Coinbase & Sell 43,615 shares of Tesla.ARK Autonomous Technology & Robotics ETF (NYSEARCA: ARKQ) is focused, unsurprisingly, on companies that are in the field of autonomous technology and robotics, specifically ones that are disruptively innovating. Big names in this fund include Tesla, Alphabet, JD.com, Baidu and Iridium. Net assets for this fund are currently $2.2 billion. Here are some notable trades in the fund: Buy 30,520 shares of BYD & Sell 19,974 shares of Aerovironment.ARK Next Generation Internet ETF (NYSEARCA: ARKW) is focused on companies that are disruptively innovating within the theme of the next generation of the internet. Some names in this fund are similar to the others, including Tesla, Square, Grayscale Bitcoin Trust, Facebook and Snap. Net assets for this fund are currently $3.8 billion. Here are the notable trades in the fund: Buy 48,513 shares of Coinbase & Sell 8,720 shares of Tesla.Ark Space Exploration & Innovation ETF (NYSEARCA: ARKX) is focused primarily on companies developing technology around spaceflight. Big names in this fund include Trimble, Kratos, Nvidia, Amazon and Iridium. Net assets for this fund are currently $468.9 million. There was one notable purchase in the fund: Buy 4,847 shares of Mynaric & Sell 3,996 shares of Aerovironment.Check out all the trades here:","news_type":1},"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9006520381,"gmtCreate":1641787987379,"gmtModify":1676533648335,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582784322184490","authorIdStr":"3582784322184490"},"themes":[],"htmlText":"Time to buy some bank stocks","listText":"Time to buy some bank stocks","text":"Time to buy some bank stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006520381","repostId":"1165587737","repostType":4,"repost":{"id":"1165587737","kind":"news","pubTimestamp":1641785769,"share":"https://ttm.financial/m/news/1165587737?lang=&edition=fundamental","pubTime":"2022-01-10 11:36","market":"us","language":"en","title":"Goldman Now Expects Four Fed Hikes, Sees Faster Runoff in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1165587737","media":"Bloomberg","summary":"The Federal Reserve will likely raise interest rates four times this year and will start its balance","content":"<html><head></head><body><p>The Federal Reserve will likely raise interest rates four times this year and will start its balance sheet runoff process in July, if not earlier, according to Goldman Sachs Group Inc.</p><p>Rapid progress in the U.S. labor market and hawkish signals in minutes from the Dec. 14-15 Federal Open Market Committee suggest faster normalization, Goldman’s Jan Hatzius said in a research note.</p><p>“We are therefore pulling forward our runoff forecast from December to July, with risks tilted to the even earlier side,” Hatzius said. “With inflation probably still far above target at that point, we no longer think that the start to runoff will substitute for a quarterly rate hike. We continue to see hikes in March, June, and September, and have now added a hike in December.”</p><p>In its December meeting minutes, Fed officials signaled they are preparing to move quicker than the last time they tightened monetary policy in a bid to keep the U.S. economy from overheating amid high inflation and near-full employment. These conditions -- along with a larger balance sheet that’s suppressing longer-term borrowing costs -- “could warrant a potentially faster pace of policy rate normalization,” the minutes said.</p><p>Officials also saw the timing of reducing the $8.8 trillion balance sheet as likely “closer to that of policy-rate liftoff than in the committee’s previous experience,” according to the minutes.</p><p>The U.S. unemployment rate fell below 4% and wages jumped last month, adding to evidence of a tight labor market.</p><p>Goldman’s forecast for the terminal funds rate in unchanged at 2.5%-2.75%.</p><p>“Even with four hikes, our path for the funds rate is only modestly above market pricing for 2022, but the gap grows significantly in subsequent years,” Hatzius wrote.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Now Expects Four Fed Hikes, Sees Faster Runoff in 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Now Expects Four Fed Hikes, Sees Faster Runoff in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-10 11:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/goldman-now-expects-four-fed-024952478.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve will likely raise interest rates four times this year and will start its balance sheet runoff process in July, if not earlier, according to Goldman Sachs Group Inc.Rapid progress ...</p>\n\n<a href=\"https://finance.yahoo.com/news/goldman-now-expects-four-fed-024952478.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GS":"高盛"},"source_url":"https://finance.yahoo.com/news/goldman-now-expects-four-fed-024952478.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165587737","content_text":"The Federal Reserve will likely raise interest rates four times this year and will start its balance sheet runoff process in July, if not earlier, according to Goldman Sachs Group Inc.Rapid progress in the U.S. labor market and hawkish signals in minutes from the Dec. 14-15 Federal Open Market Committee suggest faster normalization, Goldman’s Jan Hatzius said in a research note.“We are therefore pulling forward our runoff forecast from December to July, with risks tilted to the even earlier side,” Hatzius said. “With inflation probably still far above target at that point, we no longer think that the start to runoff will substitute for a quarterly rate hike. We continue to see hikes in March, June, and September, and have now added a hike in December.”In its December meeting minutes, Fed officials signaled they are preparing to move quicker than the last time they tightened monetary policy in a bid to keep the U.S. economy from overheating amid high inflation and near-full employment. These conditions -- along with a larger balance sheet that’s suppressing longer-term borrowing costs -- “could warrant a potentially faster pace of policy rate normalization,” the minutes said.Officials also saw the timing of reducing the $8.8 trillion balance sheet as likely “closer to that of policy-rate liftoff than in the committee’s previous experience,” according to the minutes.The U.S. unemployment rate fell below 4% and wages jumped last month, adding to evidence of a tight labor market.Goldman’s forecast for the terminal funds rate in unchanged at 2.5%-2.75%.“Even with four hikes, our path for the funds rate is only modestly above market pricing for 2022, but the gap grows significantly in subsequent years,” Hatzius wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956801962,"gmtCreate":1673948979257,"gmtModify":1676538907330,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582784322184490","authorIdStr":"3582784322184490"},"themes":[],"htmlText":"It's ok to have fantasies. This is one of them.","listText":"It's ok to have fantasies. This is one of them.","text":"It's ok to have fantasies. This is one of them.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9956801962","repostId":"1110475662","repostType":4,"repost":{"id":"1110475662","kind":"news","pubTimestamp":1673942503,"share":"https://ttm.financial/m/news/1110475662?lang=&edition=fundamental","pubTime":"2023-01-17 16:01","market":"us","language":"en","title":"Apple Stock: The Path To $3 Trillion In 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1110475662","media":"TheStreet","summary":"Apple stock was valued at nearly $3 trillion exactly one year ago, but the share price took a 30%-plus dive in the 12 months that followed. How could the milestone be reached in 2023?","content":"<html><head></head><body><ul><li><b>Apple</b> stock came close to being valued at $3 trillion, but the milestone was never reached. Could it happen in 2023?</li></ul><ul><li>AAPL may get there if the economy and the markets at large behave well. The required 42% rally in a single year has not been as rare as some may think.</li></ul><ul><li>If investors are not in too big a hurry, then I think that $3 trillion is a matter of time. I present a few drivers that could push the market cap past this landmark.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86fd5ece26ffdc0df9f537f42fc40d17\" tg-width=\"1152\" tg-height=\"648\" referrerpolicy=\"no-referrer\"/><span>Figure 1: Apple Stock: The Path To $3 Trillion In 2023</span></p><h2>Apple Stock: So Close, Yet So Far</h2><p>Apple stock has come so close to being valued at $3 trillion in market cap that sometimes I forget that the company’s equity has never quite gotten there.</p><p>On January 3 last year, Apple was valued at $2.97 trillion. This was the closest that shares of the Cupertino company have been to the milestone. From there, the stock price tumbled 33% in one year, when the market value dipped slightly below $2 trillion at one point last week.</p><h2>AAPL: 42% Climb To $3 Trillion</h2><p>In order to finally be the first company to breach the $3 trillion mark, Apple would need to see its equity value rise by 42% – from the current share price of $133 to around $189 (this assumes no change in share count).</p><p>It may sound like aggressive expectations, but such a vicious rally could fully unfold in 2023 alone. Historically, AAPL has produced single-year returns of 42% or more 14 times out of 42 years, a whopping one-third of the time (once every three years, on average).</p><h2>Pay Attention To The Economy First</h2><p>For Apple stock to be valued at $3 trillion later this year, I believe that the economy and the equity markets will have to play a crucial role.</p><p>As I explained recently, “if the economy is growing, unemployment is low, inflation is under control, credit access is easy and fairly cheap, companies are investing in their operations and consumers are spending, virtually every corporation and their stocks will do well.”</p><p>This is what positive correlation is all about: one overarching theme (e.g., the economy) having a similar impact across a number of similar assets (e.g., stocks).</p><p>For Apple, reaching a market cap of $3 trillion effectively means returning to an all-time high, and not too much more. But if 2023 witnesses a recession, lingering inflation, stubbornly high interest rates, rich oil prices, severe geopolitical disruptions, or a combination of the above, it is highly unlikely that AAPL will be able to get to the milestone quickly.</p><p>To be fair, Apple stock has been suffering from supply chain issues lately, which helps to explain the underperformance of about 15 percentage points relative to the <b>S&amp;P 500</b> (<b>SPY</b>) in the past three months alone. Should worries ease, AAPL is likely to rebound.</p><p>But again, in terms of the $3 trillion target, we are looking at much more than just a bounce off a 52-week low. Apple stock probably needs more to support longer-lasting momentum.</p><h2>Could $3 Trillion Come After 2023?</h2><p>If investors are in no particular hurry to see AAPL reach $3 trillion, then the task at hand might be much easier to accomplish.</p><p>Given enough time, and assuming Apple remains the tech powerhouse that it has become in the iPhone era, $3 trillion will very likely come to fruition. For example, annual returns of no more than 15% over a period of only three years are enough to do the trick.</p><p>I believe what could send Apple beyond $3 trillion by the end of 2025, for example, are any of the following:</p><ul><li>Successful entry in the AR and VR worlds, first through the launch of a mixed reality device. One is expected to be announced as early as the spring of 2023.</li><li>The development of an autonomous vehicle system in partnership with an automaker – or, who knows, even the launch of an Apple Car. This will probably be a longer-term initiative that is unlikely to move the share price meaningfully this year.</li><li>A recovery in the services segment, which recently registered pitiful YOY revenue growth of only 5% (see chart below). Morgan Stanley once estimated that, due to the massive installed base combined with a very high lifetime value-to-customer acquisition cost ratio, Apple’s subscription business alone might be enough to push the share price beyond $200.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c1195bdd67e955318cdcbac3cc4e9bc\" tg-width=\"949\" tg-height=\"601\" referrerpolicy=\"no-referrer\"/><span>Figure 2: Apple&#39;s services revenue growth since 2019.</span></p></body></html>","source":"thestreet_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: The Path To $3 Trillion In 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: The Path To $3 Trillion In 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-17 16:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/news/apple-stock-the-path-to-3-trillion-in-2023><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple stock came close to being valued at $3 trillion, but the milestone was never reached. Could it happen in 2023?AAPL may get there if the economy and the markets at large behave well. The required...</p>\n\n<a href=\"https://www.thestreet.com/apple/news/apple-stock-the-path-to-3-trillion-in-2023\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/news/apple-stock-the-path-to-3-trillion-in-2023","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110475662","content_text":"Apple stock came close to being valued at $3 trillion, but the milestone was never reached. Could it happen in 2023?AAPL may get there if the economy and the markets at large behave well. The required 42% rally in a single year has not been as rare as some may think.If investors are not in too big a hurry, then I think that $3 trillion is a matter of time. I present a few drivers that could push the market cap past this landmark.Figure 1: Apple Stock: The Path To $3 Trillion In 2023Apple Stock: So Close, Yet So FarApple stock has come so close to being valued at $3 trillion in market cap that sometimes I forget that the company’s equity has never quite gotten there.On January 3 last year, Apple was valued at $2.97 trillion. This was the closest that shares of the Cupertino company have been to the milestone. From there, the stock price tumbled 33% in one year, when the market value dipped slightly below $2 trillion at one point last week.AAPL: 42% Climb To $3 TrillionIn order to finally be the first company to breach the $3 trillion mark, Apple would need to see its equity value rise by 42% – from the current share price of $133 to around $189 (this assumes no change in share count).It may sound like aggressive expectations, but such a vicious rally could fully unfold in 2023 alone. Historically, AAPL has produced single-year returns of 42% or more 14 times out of 42 years, a whopping one-third of the time (once every three years, on average).Pay Attention To The Economy FirstFor Apple stock to be valued at $3 trillion later this year, I believe that the economy and the equity markets will have to play a crucial role.As I explained recently, “if the economy is growing, unemployment is low, inflation is under control, credit access is easy and fairly cheap, companies are investing in their operations and consumers are spending, virtually every corporation and their stocks will do well.”This is what positive correlation is all about: one overarching theme (e.g., the economy) having a similar impact across a number of similar assets (e.g., stocks).For Apple, reaching a market cap of $3 trillion effectively means returning to an all-time high, and not too much more. But if 2023 witnesses a recession, lingering inflation, stubbornly high interest rates, rich oil prices, severe geopolitical disruptions, or a combination of the above, it is highly unlikely that AAPL will be able to get to the milestone quickly.To be fair, Apple stock has been suffering from supply chain issues lately, which helps to explain the underperformance of about 15 percentage points relative to the S&P 500 (SPY) in the past three months alone. Should worries ease, AAPL is likely to rebound.But again, in terms of the $3 trillion target, we are looking at much more than just a bounce off a 52-week low. Apple stock probably needs more to support longer-lasting momentum.Could $3 Trillion Come After 2023?If investors are in no particular hurry to see AAPL reach $3 trillion, then the task at hand might be much easier to accomplish.Given enough time, and assuming Apple remains the tech powerhouse that it has become in the iPhone era, $3 trillion will very likely come to fruition. For example, annual returns of no more than 15% over a period of only three years are enough to do the trick.I believe what could send Apple beyond $3 trillion by the end of 2025, for example, are any of the following:Successful entry in the AR and VR worlds, first through the launch of a mixed reality device. One is expected to be announced as early as the spring of 2023.The development of an autonomous vehicle system in partnership with an automaker – or, who knows, even the launch of an Apple Car. This will probably be a longer-term initiative that is unlikely to move the share price meaningfully this year.A recovery in the services segment, which recently registered pitiful YOY revenue growth of only 5% (see chart below). Morgan Stanley once estimated that, due to the massive installed base combined with a very high lifetime value-to-customer acquisition cost ratio, Apple’s subscription business alone might be enough to push the share price beyond $200.Figure 2: Apple's services revenue growth since 2019.","news_type":1},"isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099872087,"gmtCreate":1643336051920,"gmtModify":1676533807270,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582784322184490","authorIdStr":"3582784322184490"},"themes":[],"htmlText":"Said it before, and will say it again: if the company's fundamentals are strong, any dip in share price isa discount","listText":"Said it before, and will say it again: if the company's fundamentals are strong, any dip in share price isa discount","text":"Said it before, and will say it again: if the company's fundamentals are strong, any dip in share price isa discount","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099872087","repostId":"1122320524","repostType":2,"repost":{"id":"1122320524","kind":"news","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":1643321766,"share":"https://ttm.financial/m/news/1122320524?lang=&edition=fundamental","pubTime":"2022-01-28 06:16","market":"us","language":"en","title":"Apple Sales and Profit Top Estimates as Hit from Chip Shortages Eases","url":"https://stock-news.laohu8.com/highlight/detail?id=1122320524","media":"Reuters","summary":"Apple Inc on Thursday reported record sales in the holiday quarter, beating estimates due to high iP","content":"<html><head></head><body><p>Apple Inc on Thursday reported record sales in the holiday quarter, beating estimates due to high iPhone demand and growing subscribers, even as a chips shortage that it said has begun easing cost it over $6 billion in revenue.</p><p>Apple shares rose over 4% to $165.80 in after-hours trading. But they have been down 10% this year, in line with the broader market, as investors reconsider stocks that have soared during the pandemic and shift funds toward safer assets.</p><p><img src=\"https://static.tigerbbs.com/b9aae61d17bfaf1ba4c776a3135dc67c\" tg-width=\"842\" tg-height=\"619\" referrerpolicy=\"no-referrer\"/></p><p>The record results for the quarter ended Dec. 25 reflected what analysts have described as Apple taking advantage of its incredible size. The company, which has more than 1.8 billion active devices in the market, has been able to squeeze suppliers and manufacturers to produce big quantities of iPhones and other devices despite shortages brought on by the pandemic and most recently the Omicron variant.</p><p>&#34;They&#39;ve navigated the supply chain better than everybody, and it&#39;s showing in the results,&#34; said Ryan Reith, who studies the smartphone market for industry tracker IDC.</p><p>Demand during the holiday quarter outstripped supply in line with Apple&#39;s expectations, Chief Financial Officer Luca Maestri told Reuters in an interview, noting that the effect was more than $6 billion in lost sales. But he said constraints would decrease in the current quarter, ending in March.</p><p>&#34;The level of constraint will depend a lot on other companies, what will be the demand for chips from other companies and other industries. It&#39;s difficult for us to predict, so we try to focus on the short term,&#34; he said.</p><p>With few rival phones debuting in the holiday shopping season, the iPhone 13, which started shipping days before the quarter began, led to worldwide phone sales revenue for Apple of $71.6 billion, a 9% increase from the 2020 holiday season that handily beat Wall Street targets, according to Refinitiv data.</p><p>Apple&#39;s smartphone market share in China reached a record 23% in the holiday quarter, when it was the top-selling vendor there for the first time in six years, research firm Counterpoint Research reported on Wednesday.</p><p>The company&#39;s overall fiscal first-quarter revenue was $123.9 billion, 11% up from last year and higher than analysts&#39; average estimate of $118.7 billion. Profit was $34.6 billion, or $2.10 per share, compared with analysts&#39; expectations of $31 billion and $1.89 per share.</p><p>The pandemic has accelerated adoption of digital tools for communication, learning and entertainment, powering Apple to blowout sales across each of the company&#39;s segments, including computers, accessories and tablets.</p><p>Apple&#39;s services business, which covers paid apps such as Apple TV+, Apple Music and Apple Fitness, also has seen a big bump. Services revenue rose 24% to $19.5 billion, topping analysts&#39; estimates of $18.6 billion. The company has 785 million paying subscribers across its offerings, an increase from 620 million a year ago and 745 million last quarter.</p><p>Sales for iPads fell 14% to $7.25 billion compared with analyst estimates of $8.2 billion, seeming to confirm industry predictions that iPads would have low priority for any scarce parts.</p><p>Sales for Macs rose 25% to $10.9 billion compared with estimates of $9.5 billion, and sales for accessories rose 13% to $14.7 billion compared with estimates of $14.6 billion.</p><p>For investors, the growing services business is helping mitigate production challenges. Apple is trading at 27 times expected earnings over the next 12 months. While down from as much as 35 a year ago, it remains above the company&#39;s five-year average of 20 times expected earnings, according to Refinitiv.</p><p>Apple is facing antitrust pressure in the United States and Europe that could lead to new regulations that cut into its services revenue.</p><p>Late last month, the Dutch Authority for Consumers and Markets (ACM) ordered Apple to make changes for apps on offer in the Apple App Store in the Netherlands by Jan. 15 or face fines, after it found that the U.S. company had abused its market dominance by requiring dating app developers to exclusively use Apple&#39;s in-app payment system.</p><p>Supply chain issues are dragging on and concern remains about how long it will take Apple to deliver its next big product, such as an augmented reality headset or an electric vehicle.</p><p>Apple had reported strong customer response to its latest release, the AirTag, when the accessory began shipping in the fiscal third quarter of 2021.</p><p>Apple posted a rare revenue miss in the fiscal quarter ended Sept. 25, which CEO Tim Cook attributed to pandemic-related supply constraints and manufacturing disruptions that together cost the company an estimated $6 billion in sales.</p><p>But smaller rivals are struggling to keep up with production, leading to Apple market share gains in regions such as China, said Angelo Zino of CFRA Research in a research note.</p><p>&#34;Since Apple has many customized components going into the iPhones, Macs, Apple Watch and others and the scale (volume and price) at which it procures, Apple has been able to lock-in suppliers’ capacities to timely produce those parts with lesser delays,&#34; said Neil Shah of Counterpoint Research.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Sales and Profit Top Estimates as Hit from Chip Shortages Eases</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Sales and Profit Top Estimates as Hit from Chip Shortages Eases\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\">2022-01-28 06:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Apple Inc on Thursday reported record sales in the holiday quarter, beating estimates due to high iPhone demand and growing subscribers, even as a chips shortage that it said has begun easing cost it over $6 billion in revenue.</p><p>Apple shares rose over 4% to $165.80 in after-hours trading. But they have been down 10% this year, in line with the broader market, as investors reconsider stocks that have soared during the pandemic and shift funds toward safer assets.</p><p><img src=\"https://static.tigerbbs.com/b9aae61d17bfaf1ba4c776a3135dc67c\" tg-width=\"842\" tg-height=\"619\" referrerpolicy=\"no-referrer\"/></p><p>The record results for the quarter ended Dec. 25 reflected what analysts have described as Apple taking advantage of its incredible size. The company, which has more than 1.8 billion active devices in the market, has been able to squeeze suppliers and manufacturers to produce big quantities of iPhones and other devices despite shortages brought on by the pandemic and most recently the Omicron variant.</p><p>&#34;They&#39;ve navigated the supply chain better than everybody, and it&#39;s showing in the results,&#34; said Ryan Reith, who studies the smartphone market for industry tracker IDC.</p><p>Demand during the holiday quarter outstripped supply in line with Apple&#39;s expectations, Chief Financial Officer Luca Maestri told Reuters in an interview, noting that the effect was more than $6 billion in lost sales. But he said constraints would decrease in the current quarter, ending in March.</p><p>&#34;The level of constraint will depend a lot on other companies, what will be the demand for chips from other companies and other industries. It&#39;s difficult for us to predict, so we try to focus on the short term,&#34; he said.</p><p>With few rival phones debuting in the holiday shopping season, the iPhone 13, which started shipping days before the quarter began, led to worldwide phone sales revenue for Apple of $71.6 billion, a 9% increase from the 2020 holiday season that handily beat Wall Street targets, according to Refinitiv data.</p><p>Apple&#39;s smartphone market share in China reached a record 23% in the holiday quarter, when it was the top-selling vendor there for the first time in six years, research firm Counterpoint Research reported on Wednesday.</p><p>The company&#39;s overall fiscal first-quarter revenue was $123.9 billion, 11% up from last year and higher than analysts&#39; average estimate of $118.7 billion. Profit was $34.6 billion, or $2.10 per share, compared with analysts&#39; expectations of $31 billion and $1.89 per share.</p><p>The pandemic has accelerated adoption of digital tools for communication, learning and entertainment, powering Apple to blowout sales across each of the company&#39;s segments, including computers, accessories and tablets.</p><p>Apple&#39;s services business, which covers paid apps such as Apple TV+, Apple Music and Apple Fitness, also has seen a big bump. Services revenue rose 24% to $19.5 billion, topping analysts&#39; estimates of $18.6 billion. The company has 785 million paying subscribers across its offerings, an increase from 620 million a year ago and 745 million last quarter.</p><p>Sales for iPads fell 14% to $7.25 billion compared with analyst estimates of $8.2 billion, seeming to confirm industry predictions that iPads would have low priority for any scarce parts.</p><p>Sales for Macs rose 25% to $10.9 billion compared with estimates of $9.5 billion, and sales for accessories rose 13% to $14.7 billion compared with estimates of $14.6 billion.</p><p>For investors, the growing services business is helping mitigate production challenges. Apple is trading at 27 times expected earnings over the next 12 months. While down from as much as 35 a year ago, it remains above the company&#39;s five-year average of 20 times expected earnings, according to Refinitiv.</p><p>Apple is facing antitrust pressure in the United States and Europe that could lead to new regulations that cut into its services revenue.</p><p>Late last month, the Dutch Authority for Consumers and Markets (ACM) ordered Apple to make changes for apps on offer in the Apple App Store in the Netherlands by Jan. 15 or face fines, after it found that the U.S. company had abused its market dominance by requiring dating app developers to exclusively use Apple&#39;s in-app payment system.</p><p>Supply chain issues are dragging on and concern remains about how long it will take Apple to deliver its next big product, such as an augmented reality headset or an electric vehicle.</p><p>Apple had reported strong customer response to its latest release, the AirTag, when the accessory began shipping in the fiscal third quarter of 2021.</p><p>Apple posted a rare revenue miss in the fiscal quarter ended Sept. 25, which CEO Tim Cook attributed to pandemic-related supply constraints and manufacturing disruptions that together cost the company an estimated $6 billion in sales.</p><p>But smaller rivals are struggling to keep up with production, leading to Apple market share gains in regions such as China, said Angelo Zino of CFRA Research in a research note.</p><p>&#34;Since Apple has many customized components going into the iPhones, Macs, Apple Watch and others and the scale (volume and price) at which it procures, Apple has been able to lock-in suppliers’ capacities to timely produce those parts with lesser delays,&#34; said Neil Shah of Counterpoint Research.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122320524","content_text":"Apple Inc on Thursday reported record sales in the holiday quarter, beating estimates due to high iPhone demand and growing subscribers, even as a chips shortage that it said has begun easing cost it over $6 billion in revenue.Apple shares rose over 4% to $165.80 in after-hours trading. But they have been down 10% this year, in line with the broader market, as investors reconsider stocks that have soared during the pandemic and shift funds toward safer assets.The record results for the quarter ended Dec. 25 reflected what analysts have described as Apple taking advantage of its incredible size. The company, which has more than 1.8 billion active devices in the market, has been able to squeeze suppliers and manufacturers to produce big quantities of iPhones and other devices despite shortages brought on by the pandemic and most recently the Omicron variant.\"They've navigated the supply chain better than everybody, and it's showing in the results,\" said Ryan Reith, who studies the smartphone market for industry tracker IDC.Demand during the holiday quarter outstripped supply in line with Apple's expectations, Chief Financial Officer Luca Maestri told Reuters in an interview, noting that the effect was more than $6 billion in lost sales. But he said constraints would decrease in the current quarter, ending in March.\"The level of constraint will depend a lot on other companies, what will be the demand for chips from other companies and other industries. It's difficult for us to predict, so we try to focus on the short term,\" he said.With few rival phones debuting in the holiday shopping season, the iPhone 13, which started shipping days before the quarter began, led to worldwide phone sales revenue for Apple of $71.6 billion, a 9% increase from the 2020 holiday season that handily beat Wall Street targets, according to Refinitiv data.Apple's smartphone market share in China reached a record 23% in the holiday quarter, when it was the top-selling vendor there for the first time in six years, research firm Counterpoint Research reported on Wednesday.The company's overall fiscal first-quarter revenue was $123.9 billion, 11% up from last year and higher than analysts' average estimate of $118.7 billion. Profit was $34.6 billion, or $2.10 per share, compared with analysts' expectations of $31 billion and $1.89 per share.The pandemic has accelerated adoption of digital tools for communication, learning and entertainment, powering Apple to blowout sales across each of the company's segments, including computers, accessories and tablets.Apple's services business, which covers paid apps such as Apple TV+, Apple Music and Apple Fitness, also has seen a big bump. Services revenue rose 24% to $19.5 billion, topping analysts' estimates of $18.6 billion. The company has 785 million paying subscribers across its offerings, an increase from 620 million a year ago and 745 million last quarter.Sales for iPads fell 14% to $7.25 billion compared with analyst estimates of $8.2 billion, seeming to confirm industry predictions that iPads would have low priority for any scarce parts.Sales for Macs rose 25% to $10.9 billion compared with estimates of $9.5 billion, and sales for accessories rose 13% to $14.7 billion compared with estimates of $14.6 billion.For investors, the growing services business is helping mitigate production challenges. Apple is trading at 27 times expected earnings over the next 12 months. While down from as much as 35 a year ago, it remains above the company's five-year average of 20 times expected earnings, according to Refinitiv.Apple is facing antitrust pressure in the United States and Europe that could lead to new regulations that cut into its services revenue.Late last month, the Dutch Authority for Consumers and Markets (ACM) ordered Apple to make changes for apps on offer in the Apple App Store in the Netherlands by Jan. 15 or face fines, after it found that the U.S. company had abused its market dominance by requiring dating app developers to exclusively use Apple's in-app payment system.Supply chain issues are dragging on and concern remains about how long it will take Apple to deliver its next big product, such as an augmented reality headset or an electric vehicle.Apple had reported strong customer response to its latest release, the AirTag, when the accessory began shipping in the fiscal third quarter of 2021.Apple posted a rare revenue miss in the fiscal quarter ended Sept. 25, which CEO Tim Cook attributed to pandemic-related supply constraints and manufacturing disruptions that together cost the company an estimated $6 billion in sales.But smaller rivals are struggling to keep up with production, leading to Apple market share gains in regions such as China, said Angelo Zino of CFRA Research in a research note.\"Since Apple has many customized components going into the iPhones, Macs, Apple Watch and others and the scale (volume and price) at which it procures, Apple has been able to lock-in suppliers’ capacities to timely produce those parts with lesser delays,\" said Neil Shah of Counterpoint Research.","news_type":1},"isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005244380,"gmtCreate":1642327572707,"gmtModify":1676533701575,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582784322184490","authorIdStr":"3582784322184490"},"themes":[],"htmlText":"Very long on Pltr.&nbsp;","listText":"Very long on Pltr.&nbsp;","text":"Very long on Pltr.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005244380","repostId":"1169852230","repostType":2,"repost":{"id":"1169852230","kind":"news","pubTimestamp":1642295348,"share":"https://ttm.financial/m/news/1169852230?lang=&edition=fundamental","pubTime":"2022-01-16 09:09","market":"us","language":"en","title":"Palantir: The Myth Of Overvaluation","url":"https://stock-news.laohu8.com/highlight/detail?id=1169852230","media":"Seeking Alpha","summary":"SummaryPalantir went through a large drop in pricing in Q4’21 and in the early days of 2022.Shares o","content":"<html><head></head><body><p>Summary</p><ul><li>Palantir went through a large drop in pricing in Q4’21 and in the early days of 2022.</li><li>Shares of Palantir are not overvalued, they trade at 16X FY 2025 projected free cash flow.</li><li>Commercial revenue acceleration, new product launches, expansion of the free cash flow margin and potential SPAC deal pay-offs support Palantir’s valuation.</li></ul><p>The new year is just fourteen days old and shares of Palantir (PLTR) already fell 12%, continuing a sell-off that started back in November 2021. I don&#39;t see any good reason or justification for the sell-off as Palantir will continue to grow its top line rapidly and new service offerings are set to fuel the firm&#39;s commercial growth. That Palantir is overvalued, is a myth!</p><p><b>Commercial revenue growth could accelerate as new products launch</b></p><p>There are few industries that have as fantastic growth prospects as the big data and analytics industry. Companies are accumulating more and more data from customers and their operations, requiring software solutions and artificial intelligence support to monetize this data most efficiently.</p><p>What am I most excited about, as a Palantir investor, is Palantir&#39;s opening of a new growth frontier in the big data world. Palantir will start to roll out its &#34;Foundry for Crypto&#34; in FY 2022 which offers banks, FinTechs and other companies involved in the crypto economy a way to validate customer information and to implement anti-money laundering tools. Since the crypto universe is still highly unregulated, Palantir&#39;s Foundry for Crypto could make a big difference in legitimizing this industry.</p><p>Blockchain technology and cryptocurrencies are here to stay and Palantir has a huge opportunity at its hands to develop a multi-million-dollar revenue business within a very short period of time. Key customers for Palantir&#39;s Foundry for Crypto are likely going to be financial institutions and crypto trading marketplaces like Coinbase (COIN) which have massive customer bases. Adoption of Palantir&#39;s Foundry for Crypto platform by leading market institutions could materially accelerate Palantir&#39;s commercial revenue growth.</p><p>Because of the opening of a new business segment, I see strong prospects for revenue acceleration for Palantir in the foreseeable future. Palantir&#39;s commercial revenue growth accelerated throughout FY 2021 due to strong customer acquisition and growing adoption of the firm&#39;s products and services. Palantir&#39;s commercial revenue growth accelerated from 19% in Q1&#39;21 to 28% in Q2&#39;21, and then to 37% in Q3&#39;21. Palantir&#39;s revenue acceleration in the commercial business was the reason why Palantir raised its free cash flow and revenue guidance for FY 2021. Because the commercial segment is growing increasingly fast, Palantir already raised its free cash flow outlook twice in FY 2021. The firm now expects free cash flow of $400M+ for FY 2021, after raising the guidance by 33% in Q3&#39;21.</p><p><b>Palantir is not overvalued based on expected free cash flow ramp</b></p><p>Palantir&#39;s business reached a critical point in FY 2021 and the proof is in the company&#39;s growing free cash flow margins. As the firm scales its services and leads more customers through its onboarding process, Palantir should see a significant improvement of its free cash flow margin going forward. Palantir&#39;s Q3&#39;21 free cash flow was $119M which calculates to a free cash flow margin of 30%. I believe Palantir could grow its free cash flow margin to 40% by 2025, meaning the firm is set to become a seriously profitable business within the next four years.<img src=\"https://static.tigerbbs.com/5e54fb7120d0b51650400b5081ae56a9\" tg-width=\"1280\" tg-height=\"413\" width=\"100%\" height=\"auto\"/>I also expect Palantir to grow revenues faster than the 30% that have been mentioned as a long-term growth target. The reason for this is that Palantir is signing on more customers and those customers spend more money on the firm&#39;s products and services over time, meaning monetization is improving. Assuming that Palantir can grow revenues at an annual 35% rate over the next four years, Palantir is looking at $5.0B in revenues and $2.0B in free cash flow by FY 2025. The calculation below is built on the assumption that Palantir&#39;s free cash flow margin will grow from 30% in FY 2021 to 40% by FY 2025. Over the next four years, Palantir should be able to increase its annual free cash flow by at least a factor of 4 X.<img src=\"https://static.tigerbbs.com/48214b624573bdb844c741431b6fac4e\" tg-width=\"599\" tg-height=\"163\" width=\"100%\" height=\"auto\"/>And investors should not forget about this potentially massive income stream…</p><p><b>The &#34;forgotten&#34; SPAC business</b></p><p>Palantir has come up with a clever revenue growth strategy that combines upside in SPAC investments with long-term software servicing contracts. Palantir is committing investing capital to startups that look to finance growth and, in return, the company gets equity and a signed contract for the provision of its software platforms. I rarely see this business discussed, but it presents considerable valuation upside for Palantir. In Q3&#39;21, the firm&#39;s total investments in startups summarized to $226.5M. Palantir only needs one big exit from one of these SPAC investments listed below to generate a massive windfall.<img src=\"https://static.tigerbbs.com/c452699a2b9ef7ab9b9b5f16074fd788\" tg-width=\"935\" tg-height=\"315\" width=\"100%\" height=\"auto\"/><b>Risks with Palantir</b></p><p>The biggest risk for shares of Palantir, as I see it, is continual selling pressure that is the result of a profound misunderstanding related to how the firm&#39;s business model works in practice. Palantir&#39;s business is evolving and progress is measurable and undeniable. The proof is in Palantir&#39;s improving free cash flow margin and accelerating (commercial) revenue growth. Revenues can only accelerate if more companies adopt Palantir&#39;s services. Customers are also growing their platform spend, meaning each customer that signs with Palantir is going to have a higher value for the firm in the future, unless they cancel their relationship of course. Since the business had a net customer add of 34 in Q3&#39;21, there is no evidence that customers are unhappy with the services they receive. Palantir&#39;s total customer base increased at a massive 20% rate quarter over quarter in Q3&#39;21, proving significant momentum in customer sign-ups.</p><p>I am willing to change my opinion on Palantir if the firm&#39;s actual revenue growth rates and free cash flow margins drop below my estimates.</p><p><b>Final thoughts</b></p><p>Based off of free cash flow estimates, which do not include pay-offs from SPAC divestments, shares of Palantir trade at 16 X FY 2025 projected free cash flow, assuming a 10 PP FCF margin improvement in the next four years. This margin improvement could result from the launch of new high-margin products like Foundry for Crypto, the accelerating roll-out of Foundry for Builders and higher product spend on a per-customer basis. It is a myth that Palantir is overvalued and the stock has considerable rebound potential in FY 2022!</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>Palantir: The Myth Of Overvaluation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: The Myth Of Overvaluation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-16 09:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4479733-palantir-the-myth-of-overvaluation><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir went through a large drop in pricing in Q4’21 and in the early days of 2022.Shares of Palantir are not overvalued, they trade at 16X FY 2025 projected free cash flow.Commercial revenue...</p>\n\n<a href=\"https://seekingalpha.com/article/4479733-palantir-the-myth-of-overvaluation\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4479733-palantir-the-myth-of-overvaluation","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1169852230","content_text":"SummaryPalantir went through a large drop in pricing in Q4’21 and in the early days of 2022.Shares of Palantir are not overvalued, they trade at 16X FY 2025 projected free cash flow.Commercial revenue acceleration, new product launches, expansion of the free cash flow margin and potential SPAC deal pay-offs support Palantir’s valuation.The new year is just fourteen days old and shares of Palantir (PLTR) already fell 12%, continuing a sell-off that started back in November 2021. I don't see any good reason or justification for the sell-off as Palantir will continue to grow its top line rapidly and new service offerings are set to fuel the firm's commercial growth. That Palantir is overvalued, is a myth!Commercial revenue growth could accelerate as new products launchThere are few industries that have as fantastic growth prospects as the big data and analytics industry. Companies are accumulating more and more data from customers and their operations, requiring software solutions and artificial intelligence support to monetize this data most efficiently.What am I most excited about, as a Palantir investor, is Palantir's opening of a new growth frontier in the big data world. Palantir will start to roll out its \"Foundry for Crypto\" in FY 2022 which offers banks, FinTechs and other companies involved in the crypto economy a way to validate customer information and to implement anti-money laundering tools. Since the crypto universe is still highly unregulated, Palantir's Foundry for Crypto could make a big difference in legitimizing this industry.Blockchain technology and cryptocurrencies are here to stay and Palantir has a huge opportunity at its hands to develop a multi-million-dollar revenue business within a very short period of time. Key customers for Palantir's Foundry for Crypto are likely going to be financial institutions and crypto trading marketplaces like Coinbase (COIN) which have massive customer bases. Adoption of Palantir's Foundry for Crypto platform by leading market institutions could materially accelerate Palantir's commercial revenue growth.Because of the opening of a new business segment, I see strong prospects for revenue acceleration for Palantir in the foreseeable future. Palantir's commercial revenue growth accelerated throughout FY 2021 due to strong customer acquisition and growing adoption of the firm's products and services. Palantir's commercial revenue growth accelerated from 19% in Q1'21 to 28% in Q2'21, and then to 37% in Q3'21. Palantir's revenue acceleration in the commercial business was the reason why Palantir raised its free cash flow and revenue guidance for FY 2021. Because the commercial segment is growing increasingly fast, Palantir already raised its free cash flow outlook twice in FY 2021. The firm now expects free cash flow of $400M+ for FY 2021, after raising the guidance by 33% in Q3'21.Palantir is not overvalued based on expected free cash flow rampPalantir's business reached a critical point in FY 2021 and the proof is in the company's growing free cash flow margins. As the firm scales its services and leads more customers through its onboarding process, Palantir should see a significant improvement of its free cash flow margin going forward. Palantir's Q3'21 free cash flow was $119M which calculates to a free cash flow margin of 30%. I believe Palantir could grow its free cash flow margin to 40% by 2025, meaning the firm is set to become a seriously profitable business within the next four years.I also expect Palantir to grow revenues faster than the 30% that have been mentioned as a long-term growth target. The reason for this is that Palantir is signing on more customers and those customers spend more money on the firm's products and services over time, meaning monetization is improving. Assuming that Palantir can grow revenues at an annual 35% rate over the next four years, Palantir is looking at $5.0B in revenues and $2.0B in free cash flow by FY 2025. The calculation below is built on the assumption that Palantir's free cash flow margin will grow from 30% in FY 2021 to 40% by FY 2025. Over the next four years, Palantir should be able to increase its annual free cash flow by at least a factor of 4 X.And investors should not forget about this potentially massive income stream…The \"forgotten\" SPAC businessPalantir has come up with a clever revenue growth strategy that combines upside in SPAC investments with long-term software servicing contracts. Palantir is committing investing capital to startups that look to finance growth and, in return, the company gets equity and a signed contract for the provision of its software platforms. I rarely see this business discussed, but it presents considerable valuation upside for Palantir. In Q3'21, the firm's total investments in startups summarized to $226.5M. Palantir only needs one big exit from one of these SPAC investments listed below to generate a massive windfall.Risks with PalantirThe biggest risk for shares of Palantir, as I see it, is continual selling pressure that is the result of a profound misunderstanding related to how the firm's business model works in practice. Palantir's business is evolving and progress is measurable and undeniable. The proof is in Palantir's improving free cash flow margin and accelerating (commercial) revenue growth. Revenues can only accelerate if more companies adopt Palantir's services. Customers are also growing their platform spend, meaning each customer that signs with Palantir is going to have a higher value for the firm in the future, unless they cancel their relationship of course. Since the business had a net customer add of 34 in Q3'21, there is no evidence that customers are unhappy with the services they receive. Palantir's total customer base increased at a massive 20% rate quarter over quarter in Q3'21, proving significant momentum in customer sign-ups.I am willing to change my opinion on Palantir if the firm's actual revenue growth rates and free cash flow margins drop below my estimates.Final thoughtsBased off of free cash flow estimates, which do not include pay-offs from SPAC divestments, shares of Palantir trade at 16 X FY 2025 projected free cash flow, assuming a 10 PP FCF margin improvement in the next four years. This margin improvement could result from the launch of new high-margin products like Foundry for Crypto, the accelerating roll-out of Foundry for Builders and higher product spend on a per-customer basis. It is a myth that Palantir is overvalued and the stock has considerable rebound potential in FY 2022!","news_type":1},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007856279,"gmtCreate":1642838499290,"gmtModify":1676533751785,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582784322184490","authorIdStr":"3582784322184490"},"themes":[],"htmlText":"PLTR is making profit hand over fist. This isn't a great analysis of Palantir","listText":"PLTR is making profit hand over fist. This isn't a great analysis of Palantir","text":"PLTR is making profit hand over fist. This isn't a great analysis of Palantir","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007856279","repostId":"2205441860","repostType":2,"repost":{"id":"2205441860","kind":"highlight","pubTimestamp":1642808308,"share":"https://ttm.financial/m/news/2205441860?lang=&edition=fundamental","pubTime":"2022-01-22 07:38","market":"us","language":"en","title":"Why I Sold These 3 High-Growth Tech Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2205441860","media":"Motley Fool","summary":"I recently sold my shares of Snap, Palantir, and Bumble. Let's explore the reasons I pulled the trigger on the sales.","content":"<html><head></head><body><p>Rising inflation and higher interest rates have crushed many high-growth tech stocks over the past few months. The reasons are simple: Inflation reduces the value of a company&#39;s future revenue and earnings, while higher interest rates boost borrowing costs for unprofitable companies.</p><p>Like many investors, I reduced my exposure to that shift by selling some of my higher-growth tech stocks and rotating toward more conservative investments. Specifically, I took profits from my investments in <b>Snap</b> (NYSE:SNAP) and <b>Palantir</b> (NYSE:PLTR), but I took a net loss on <b>Bumble</b> (NASDAQ:BMBL).</p><p>Investors should do their own due diligence instead of following my example, but let me explain my logic for selling these three high-growth tech stocks.</p><p><img src=\"https://static.tigerbbs.com/869992e71713ee11433514b27cb91bce\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>1. Snap</h2><p>Snap was once my favorite social media stock. It generated robust growth in daily active users and revenue, it remained a top app for teen users, and its profitability was gradually improving.</p><p>But over the past year, several red flags appeared. It vastly underestimated the impact of<b> Apple</b>&#39;s privacy update on iOS, set unrealistic growth targets at its investor day last February, and failed to outshine <b>ByteDance</b>&#39;s TikTok with Spotlight&#39;s short videos.</p><p>Snap&#39;s third-quarter numbers and fourth-quarter guidance last October strongly suggested it couldn&#39;t achieve its investor day target for 50% annual revenue growth over the next few years. But Snap didn&#39;t withdraw that guidance -- even after directly being questioned about it during its conference call -- and said it could retool its ads to overcome Apple&#39;s iOS changes.</p><p>Over the past three months, Snap&#39;s insiders still sold 22 times as many shares as they bought -- even as the stock price dropped more than 50%. That lack of confidence indicates its iOS headaches won&#39;t end anytime soon.</p><p>Snap might seem reasonably valued now at 10 times next year&#39;s sales, especially if it meets analysts&#39; estimates for 60% revenue growth in 2021 and 38% growth in 2022. Unfortunately, I think Snap could continue to struggle over the next few quarters and ultimately withdraw its 50% revenue growth guidance. When that happens, the stock will likely plummet to new lows.</p><h2>2. Palantir</h2><p>Palantir, the data analytics firm which serves the U.S. government and large enterprise customers, also has ambitious growth plans. It believes it can generate at least 30% annual revenue growth from 2021 to 2025.</p><p>At first glance, Palantir seems like a solid investment. The U.S. Army reportedly used its Gotham platform to hunt down Osama Bin Laden in 2011. That battle-hardened reputation enables it to promote its enterprise-facing Foundry platform to large companies. Its ability to gather data from disparate sources can help government agencies and companies make better data-driven decisions to streamline their operations.</p><p>But Palantir also has some glaring problems. It&#39;s deeply unprofitable but still trades at 15 times next year&#39;s sales, which leaves it highly exposed to rising inflation and higher interest rates. It&#39;s also constantly diluting its shares with big stock bonuses -- in the first nine months of 2021, its number of weighted-average shares jumped 165% year over year.</p><p>The growth of Gotham is also decelerating as the U.S. government quietly develops in-house alternatives. Enterprise customers could also gravitate toward other analytics services, such as <b>Alteryx</b> or <b>Splunk, </b>instead of its Foundry platform.</p><p>Instead of sticking with this speculative and unprofitable company, it might be smarter for investors to rotate back toward firmly profitable blue-chip tech stocks which will benefit from the same data-mining tailwinds.</p><h2>3. Bumble</h2><p>After defending Bumble for nearly a year, I finally realized that the online dating company&#39;s weaknesses outweighed its strengths. The growth of Bumble&#39;s namesake app, which lets women make the first move, is decelerating. Its secondary app, Badoo, continues to lose paid users.</p><p>Last quarter, Bumble&#39;s total number of paid users across both apps grew 20% year over year to 1.53 million, but that marked a deceleration from its 36% growth in the previous quarter. Meanwhile, <b>Match Group</b>&#39;s (NASDAQ:MTCH) total number of paying users, 64% of whom use Tinder, increased 16% year over year to 16.3 million in its latest quarter. The company actually accelerated from its 15% growth in the previous quarter.</p><p>Bumble also remains unprofitable, and it&#39;s shouldering <i>more than twice</i> as much debt as its total cash and equivalents. At the same time, it&#39;s pursuing scattershot strategies -- including opening a restaurant in New York City, selling branded apparel and products through an online store, and rebooting its BFF feature (for platonic friendships) as a vaguely defined metaverse platform.</p><p>Those plans probably won&#39;t widen Bumble&#39;s moat against Match&#39;s portfolio of over a dozen dating apps. After listening to its latest conference call, it became painfully clear that Bumble overestimated its own brand appeal while underestimating the competition.</p><p>Bumble expects its revenue to grow 31% to 32% this fiscal year, but that&#39;s only a bit faster than Match&#39;s projected revenue growth rate of 25%. Bumble&#39;s stock might seem reasonably valued at six times next year&#39;s sales, but it probably won&#39;t command a higher premium until it stabilizes its user growth and significantly narrows its net losses. Until that happens, Match will probably be the better overall investment.</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>Why I Sold These 3 High-Growth Tech Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy I Sold These 3 High-Growth Tech Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-22 07:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/21/why-i-sold-these-3-high-growth-tech-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Rising inflation and higher interest rates have crushed many high-growth tech stocks over the past few months. The reasons are simple: Inflation reduces the value of a company's future revenue and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/21/why-i-sold-these-3-high-growth-tech-stocks/\">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)","AAPL":"苹果","BK4566":"资本集团","MTCH":"Match Group, Inc.","BK4508":"社交媒体","BK4543":"AI","BK4559":"巴菲特持仓","BK4077":"互动媒体与服务","BK4501":"段永平概念","BK4527":"明星科技股","BK4550":"红杉资本持仓","SNAP":"Snap Inc","BK4551":"寇图资本持仓","BK4547":"WSB热门概念","BK4505":"高瓴资本持仓","BK4507":"流媒体概念","BK4549":"软银资本持仓","PLTR":"Palantir Technologies Inc.","BK4170":"电脑硬件、储存设备及电脑周边","BK4023":"应用软件","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BMBL":"Bumble Inc.","BK4534":"瑞士信贷持仓"},"source_url":"https://www.fool.com/investing/2022/01/21/why-i-sold-these-3-high-growth-tech-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205441860","content_text":"Rising inflation and higher interest rates have crushed many high-growth tech stocks over the past few months. The reasons are simple: Inflation reduces the value of a company's future revenue and earnings, while higher interest rates boost borrowing costs for unprofitable companies.Like many investors, I reduced my exposure to that shift by selling some of my higher-growth tech stocks and rotating toward more conservative investments. Specifically, I took profits from my investments in Snap (NYSE:SNAP) and Palantir (NYSE:PLTR), but I took a net loss on Bumble (NASDAQ:BMBL).Investors should do their own due diligence instead of following my example, but let me explain my logic for selling these three high-growth tech stocks.Image source: Getty Images.1. SnapSnap was once my favorite social media stock. It generated robust growth in daily active users and revenue, it remained a top app for teen users, and its profitability was gradually improving.But over the past year, several red flags appeared. It vastly underestimated the impact of Apple's privacy update on iOS, set unrealistic growth targets at its investor day last February, and failed to outshine ByteDance's TikTok with Spotlight's short videos.Snap's third-quarter numbers and fourth-quarter guidance last October strongly suggested it couldn't achieve its investor day target for 50% annual revenue growth over the next few years. But Snap didn't withdraw that guidance -- even after directly being questioned about it during its conference call -- and said it could retool its ads to overcome Apple's iOS changes.Over the past three months, Snap's insiders still sold 22 times as many shares as they bought -- even as the stock price dropped more than 50%. That lack of confidence indicates its iOS headaches won't end anytime soon.Snap might seem reasonably valued now at 10 times next year's sales, especially if it meets analysts' estimates for 60% revenue growth in 2021 and 38% growth in 2022. Unfortunately, I think Snap could continue to struggle over the next few quarters and ultimately withdraw its 50% revenue growth guidance. When that happens, the stock will likely plummet to new lows.2. PalantirPalantir, the data analytics firm which serves the U.S. government and large enterprise customers, also has ambitious growth plans. It believes it can generate at least 30% annual revenue growth from 2021 to 2025.At first glance, Palantir seems like a solid investment. The U.S. Army reportedly used its Gotham platform to hunt down Osama Bin Laden in 2011. That battle-hardened reputation enables it to promote its enterprise-facing Foundry platform to large companies. Its ability to gather data from disparate sources can help government agencies and companies make better data-driven decisions to streamline their operations.But Palantir also has some glaring problems. It's deeply unprofitable but still trades at 15 times next year's sales, which leaves it highly exposed to rising inflation and higher interest rates. It's also constantly diluting its shares with big stock bonuses -- in the first nine months of 2021, its number of weighted-average shares jumped 165% year over year.The growth of Gotham is also decelerating as the U.S. government quietly develops in-house alternatives. Enterprise customers could also gravitate toward other analytics services, such as Alteryx or Splunk, instead of its Foundry platform.Instead of sticking with this speculative and unprofitable company, it might be smarter for investors to rotate back toward firmly profitable blue-chip tech stocks which will benefit from the same data-mining tailwinds.3. BumbleAfter defending Bumble for nearly a year, I finally realized that the online dating company's weaknesses outweighed its strengths. The growth of Bumble's namesake app, which lets women make the first move, is decelerating. Its secondary app, Badoo, continues to lose paid users.Last quarter, Bumble's total number of paid users across both apps grew 20% year over year to 1.53 million, but that marked a deceleration from its 36% growth in the previous quarter. Meanwhile, Match Group's (NASDAQ:MTCH) total number of paying users, 64% of whom use Tinder, increased 16% year over year to 16.3 million in its latest quarter. The company actually accelerated from its 15% growth in the previous quarter.Bumble also remains unprofitable, and it's shouldering more than twice as much debt as its total cash and equivalents. At the same time, it's pursuing scattershot strategies -- including opening a restaurant in New York City, selling branded apparel and products through an online store, and rebooting its BFF feature (for platonic friendships) as a vaguely defined metaverse platform.Those plans probably won't widen Bumble's moat against Match's portfolio of over a dozen dating apps. After listening to its latest conference call, it became painfully clear that Bumble overestimated its own brand appeal while underestimating the competition.Bumble expects its revenue to grow 31% to 32% this fiscal year, but that's only a bit faster than Match's projected revenue growth rate of 25%. Bumble's stock might seem reasonably valued at six times next year's sales, but it probably won't command a higher premium until it stabilizes its user growth and significantly narrows its net losses. Until that happens, Match will probably be the better overall investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019550355,"gmtCreate":1648611742123,"gmtModify":1676534364933,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582784322184490","authorIdStr":"3582784322184490"},"themes":[],"htmlText":"This is useless because it already happened. Don't follow!","listText":"This is useless because it already happened. Don't follow!","text":"This is useless because it already happened. Don't follow!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019550355","repostId":"1122910394","repostType":4,"repost":{"id":"1122910394","kind":"news","pubTimestamp":1648611108,"share":"https://ttm.financial/m/news/1122910394?lang=&edition=fundamental","pubTime":"2022-03-30 11:31","market":"us","language":"en","title":"Cathie Wood's ARK Invest Trades for 3/29: Buy Coinbase, BYD, Sell Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1122910394","media":"24/7 wall street","summary":"Markets rallied again on Tuesday with the S&P 500 hitting its highest level since January.ARK Invest","content":"<html><head></head><body><p>Markets rallied again on Tuesday with the S&amp;P 500 hitting its highest level since January.</p><p>ARK Invest funds saw sizable gains across the board during the session as well. ARKG performed the best out of the group, with a 6.7% gain on the day, while ARKX did the worst, up only 2.1%.</p><p>The ARK Fintech Innovation ETF (NYSEARCA: ARKF) deals mainly with up-and-coming fintech stocks, as the name suggests. Some of its biggest holdings include Square, Zillow, Pinterest, PayPal and Alibaba. Net assets for the fund are currently $2.2 billion. There was one notable trade in this fund: NO TRADES</p><p>ARK Genomic Revolution ETF (NYSEARCA: ARKG) looks at companies across multiple industries, but the general focus is on health care and companies that are changing the game technologically in this field. The biggest holdings are Pacific Biosciences, Teladoc Health, CRISPR and Fate Therapeutics. Net assets for the fund are currently $5.1 billion. Here are some notable trades in this fund: Buy 4,021 shares of Adaptive Biotechnologies &amp; Buy 50,000 shares of Burning Rock Biotech.</p><p>ARK Innovation ETF (NYSEARCA: ARKK) has a particular focus on disruptive innovation across multiple industries, but primarily tech. Some of the biggest names are in this fund, including Tesla, Roku, Square, Zillow and Spotify. Net assets for this fund are currently $16.2 billion. Here are some notable trades in this fund: <b>Buy 239,658 shares of Coinbase &amp; Sell 43,615 shares of Tesla.</b></p><p>ARK Autonomous Technology &amp; Robotics ETF (NYSEARCA: ARKQ) is focused, unsurprisingly, on companies that are in the field of autonomous technology and robotics, specifically ones that are disruptively innovating. Big names in this fund include Tesla, Alphabet, JD.com, Baidu and Iridium. Net assets for this fund are currently $2.2 billion. Here are some notable trades in the fund: <b>Buy 30,520 shares of BYD &amp; Sell 19,974 shares of Aerovironment.</b></p><p>ARK Next Generation Internet ETF (NYSEARCA: ARKW) is focused on companies that are disruptively innovating within the theme of the next generation of the internet. Some names in this fund are similar to the others, including Tesla, Square, Grayscale Bitcoin Trust, Facebook and Snap. Net assets for this fund are currently $3.8 billion. Here are the notable trades in the fund:<b> Buy 48,513 shares of Coinbase &amp; Sell 8,720 shares of Tesla.</b></p><p>Ark Space Exploration &amp; Innovation ETF (NYSEARCA: ARKX) is focused primarily on companies developing technology around spaceflight. Big names in this fund include Trimble, Kratos, Nvidia, Amazon and Iridium. Net assets for this fund are currently $468.9 million. There was one notable purchase in the fund: Buy 4,847 shares of Mynaric &amp; Sell 3,996 shares of Aerovironment.</p><p>Check out all the trades here:</p><p><img src=\"https://static.tigerbbs.com/2f0b32b54d139894552d8bf4d81bd965\" tg-width=\"953\" tg-height=\"671\" width=\"100%\" height=\"auto\"/></p></body></html>","source":"lsy1620372341666","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>Cathie Wood's ARK Invest Trades for 3/29: Buy Coinbase, BYD, Sell Tesla</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\">\nCathie Wood's ARK Invest Trades for 3/29: Buy Coinbase, BYD, Sell Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-30 11:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://247wallst.com/investing/2022/03/29/cathie-woods-ark-invest-trades-for-3-29/><strong>24/7 wall street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Markets rallied again on Tuesday with the S&P 500 hitting its highest level since January.ARK Invest funds saw sizable gains across the board during the session as well. ARKG performed the best out of...</p>\n\n<a href=\"https://247wallst.com/investing/2022/03/29/cathie-woods-ark-invest-trades-for-3-29/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","TSLA":"特斯拉","BYDDY":"比亚迪ADR"},"source_url":"https://247wallst.com/investing/2022/03/29/cathie-woods-ark-invest-trades-for-3-29/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122910394","content_text":"Markets rallied again on Tuesday with the S&P 500 hitting its highest level since January.ARK Invest funds saw sizable gains across the board during the session as well. ARKG performed the best out of the group, with a 6.7% gain on the day, while ARKX did the worst, up only 2.1%.The ARK Fintech Innovation ETF (NYSEARCA: ARKF) deals mainly with up-and-coming fintech stocks, as the name suggests. Some of its biggest holdings include Square, Zillow, Pinterest, PayPal and Alibaba. Net assets for the fund are currently $2.2 billion. There was one notable trade in this fund: NO TRADESARK Genomic Revolution ETF (NYSEARCA: ARKG) looks at companies across multiple industries, but the general focus is on health care and companies that are changing the game technologically in this field. The biggest holdings are Pacific Biosciences, Teladoc Health, CRISPR and Fate Therapeutics. Net assets for the fund are currently $5.1 billion. Here are some notable trades in this fund: Buy 4,021 shares of Adaptive Biotechnologies & Buy 50,000 shares of Burning Rock Biotech.ARK Innovation ETF (NYSEARCA: ARKK) has a particular focus on disruptive innovation across multiple industries, but primarily tech. Some of the biggest names are in this fund, including Tesla, Roku, Square, Zillow and Spotify. Net assets for this fund are currently $16.2 billion. Here are some notable trades in this fund: Buy 239,658 shares of Coinbase & Sell 43,615 shares of Tesla.ARK Autonomous Technology & Robotics ETF (NYSEARCA: ARKQ) is focused, unsurprisingly, on companies that are in the field of autonomous technology and robotics, specifically ones that are disruptively innovating. Big names in this fund include Tesla, Alphabet, JD.com, Baidu and Iridium. Net assets for this fund are currently $2.2 billion. Here are some notable trades in the fund: Buy 30,520 shares of BYD & Sell 19,974 shares of Aerovironment.ARK Next Generation Internet ETF (NYSEARCA: ARKW) is focused on companies that are disruptively innovating within the theme of the next generation of the internet. Some names in this fund are similar to the others, including Tesla, Square, Grayscale Bitcoin Trust, Facebook and Snap. Net assets for this fund are currently $3.8 billion. Here are the notable trades in the fund: Buy 48,513 shares of Coinbase & Sell 8,720 shares of Tesla.Ark Space Exploration & Innovation ETF (NYSEARCA: ARKX) is focused primarily on companies developing technology around spaceflight. Big names in this fund include Trimble, Kratos, Nvidia, Amazon and Iridium. Net assets for this fund are currently $468.9 million. There was one notable purchase in the fund: Buy 4,847 shares of Mynaric & Sell 3,996 shares of Aerovironment.Check out all the trades here:","news_type":1},"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007750424,"gmtCreate":1643017829316,"gmtModify":1676533765239,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582784322184490","authorIdStr":"3582784322184490"},"themes":[],"htmlText":"It is debt free. It has growing Free cash flow. It hasgrowing commercial&nbsp;customer base. It is sticky in terms of software.&nbsp;Employee stock compensation is large, but growing revenue is not slowing.It's a matter of time Before this one goes 10x","listText":"It is debt free. It has growing Free cash flow. It hasgrowing commercial&nbsp;customer base. It is sticky in terms of software.&nbsp;Employee stock compensation is large, but growing revenue is not slowing.It's a matter of time Before this one goes 10x","text":"It is debt free. It has growing Free cash flow. It hasgrowing commercial customer base. It is sticky in terms of software. Employee stock compensation is large, but growing revenue is not slowing.It's a matter of time Before this one goes 10x","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007750424","repostId":"1119030155","repostType":2,"repost":{"id":"1119030155","kind":"news","pubTimestamp":1643006363,"share":"https://ttm.financial/m/news/1119030155?lang=&edition=fundamental","pubTime":"2022-01-24 14:39","market":"us","language":"en","title":"Is Palantir Stock A Buy Or Sell At Its Current Valuation?","url":"https://stock-news.laohu8.com/highlight/detail?id=1119030155","media":"Seeking Alpha","summary":"SummaryPalantir's stock has declined by more than 60% from its record price set about a year ago due","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir&#39;s stock has declined by more than 60% from its record price set about a year ago due to mounting macro headwinds.</li><li>Investors have been migrating away from high-valuation growth stocks, especially those in emerging technologies, as pandemic-era policy support dwindles with tightening monetary policy on the horizon.</li><li>Yet, there have been no material changes to the bullish thesis supporting Palantir&#39;s growth trajectory - the company continues to be well-positioned for growth opportunities arising from digitization trends.</li><li>Paired with its debt-free balance sheet, robust cash-on-hand balance, continued strength in generating cash from operations, and high-visibility revenues, Palantir makes a favourable investment ahead of the upcoming rate hikes with promising upside realizable over both the near and longer term.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5fa252b01d9bd84e39574343c9fb409\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>Sundry Photography/iStock Editorial via Getty Images</span></p><p>Palantir (NYSE:PLTR) continues to be caught in the broader market rout these days, with the stock’s value declining more than 12% since the year opened. The current macro backdrop has not made a favourable environment for high-growth segment stocks. The recent release of meeting minutes from the FOMC’s policy meeting in December, paired with increasing consumer price pressures at record-setting levels have triggered hawkish sentiments supporting faster and sooner rate hikes beginning as early as March to curb runaway inflation. The hastened withdrawal of pandemic-era stimulus, coupled with the impending return of rate hikes have caused investors to turn risk averse on high-growth, high-valuation stocks. This is largely due to uncertainties over how the upcoming rate hikes might erode the value of future gains or stall business growth due to rising costs of capital.</p><p>While the imminent tightening of monetary policy has stoked fear amongst equity investors as they mull on how to price the upcoming rate hike impacts into asset valuations, we believe Palantir will emerge favourably in both the near- and long-term. On one hand, the inflation-resistant nature of Palantir’s business, paired with its high-growth prospects and ability to generate robust cash flows from operations should make it an attractive stock within the near-term amidst mounting macro pressures. Meanwhile, in the longer term, Palantir’s technology will continue to play a critical role in supporting key digital trends like AI, which will soon become a necessity instead of novelty in the data-driven era. On these considerations, we believe Palantir&#39;s stock will soon resume its upwardmomentum, with the upcoming earnings report being a potential catalyst to jumpstart its performance.</p><p><b>Near-Term Considerations for Palantir</b></p><p>In line with the broader market, Palantir&#39;s stock rallied on the first trading session of the year, with intraday gains of as much as 4%. However, the momentum was short-lived and has since been overtaken by an extended market rout triggered by increasingly hawkish narratives from Fed representatives. The rising urgency for faster and sooner rate hikes to combat the hottest inflation in close to four decades has sent market benchmarks like the S&amp;P 500 on a rundown of close to 5%. Meanwhile, the tech-heavy Nasdaq 100 plunged by more than 8% since the year opened due to souring sentiment for high-growth, high-valuation stocks that have largely outperformed in the past 20 months. Instead, mature tech companies likeDell(NYSE:DELL) and HP(NYSE:HPQ)have been resilient due to their low debt, high cash flow, and stable-growth businesses, which provides a strong hedge against the impending rate hikes.</p><p>However, Palantir’s upcoming earnings report will likely jumpstart the stock toward a similar trend as the mature tech companies. The company boasts a promising growth outlook built on continued innovation, with high visibility into future cash flows thanks to a robust contracted revenue base. Palantir also operates on a strong balance sheet, which is currently debt-free and boasts a robust cash-on-hand balance of more than $2.3 billion to support continued growth.</p><p>While the impending rate hikes have put investors at the edge of their seats about potentially stalled growth and development in next-generation tech companies due to rising costs of capital in coming years, the fact that Palantir’s operations are already self-sufficient should not be overlooked. In the first nine months of 2021, Palantir generated more than $240 million in cash from operating activities alone, despite year-to-date net losses of $364 million. Much of the losses were driven by share-based compensation expenses, which will likely continue to put pressure on its profit margins in the near-term as the company prioritizes the retention of talent to support ongoing expansion of the business. However, these expenses are non-cash in nature, and when that is taken into account, Palantir is actually profitable on a cash-basis and have continued to demonstrate strength in generating significant free cash flows to fund its growth roadmap. This accordingly provides it with partial immunity against hemorrhaging valuation prospects due to rising costs of capital from the upcoming rate hikes.</p><p>The company’s near-term growth trajectory also remains intact. As of the third quarter period ended September 2021, Palantir’s total unrealized deal value grew by 50% year-over-year to $3.6 billion with an average duration of at least four years. Palantir has continued to exhibit strength in both its commercial and government segments. Recent contract wins and extensions have been a testament to the effectiveness of Palantir’s software solutions, as well as accelerated adoption from both the private and public sectors as operations become increasingly digital, generating vast troves of data that will need to be integrated, processed and analyzed to drive key decision-making processes. In addition to the new and renewed contracts during the last three months of 2021, which have been discussed in our most recent coverage, Palantir has rung into the new year with a notable partnership forged with Hyundai Heavy Industries. The $25 million multi-year deal is a symbol of Palantir’s growing presence across the West’s APAC allies, and represents an extension of Palantir’s success in growing its commercial segment over the past year. Under the arrangement, Hyundai Heavy will leverage Palantir’s commercial software, likely Foundry, to create tools for breaking down the siloed data fields across its affiliate groups, which range from shipbuilding to industrial machinery processes, and facilitate better-integrated operations. The two companies intend to create a joint venture to commercialize the new tools built on Palantir’s platform, which will create greater exposure for Palantir’s technological capabilities to the global commercial sector, and further fortify the company’s growth prospects.</p><p><b>Long-Term Considerations for Palantir</b></p><p>Over the longer-term, we foresee Palantir’s technologies to evolve from a novelty into a necessity. AI-driven analytical tools like Palantir’s Gotham and Foundry will remain critical functions across both the public and private sectors to ensuring the seamless integration of data platforms and improving decision-making in the increasingly digital world. And Palantir is already in the works of pushing its software towards the mainstream by offering a wide range of solutions for organizations across both the private and public sectors to choose from on an as-needed basis.</p><p>The introduction of “Foundry for Builders” in July is one of Palantir’s earliest strategies in opening up its offerings to the mass market. Foundry for Builders is offered under a subscription-based model and breaks down the traditional cost barriers that have hindered access to Palantir’s software solution for smaller commercial customers like Day One start-ups. The new offering enables Palantir to extend its Foundry capabilities to support all types of organizations, ranging from multinational corporations with complex data compilations to small- and medium-sized businesses with limited resources looking for a cost-effective data analytical tool. The strategy is expected to encourage mass market adoption of Palantir’s commercial segment offerings, and ensure further penetration into a total addressable market that is expected to grow from $400 billion today into $500 billion by 2025 and $1.6 trillion by the end of the decade. While the new offering is still in beta phase with availability offered to only a small cohort of start-ups, the positive reception received to date indicates significant potential for wider adoption once introduced to the broader market.</p><p>The recent introduction of industry-specific modular solutions built on Foundry, such as “Carbon Emissions Management” and “Anti-Money Laundering/Know Your Client for Crypto” (“AML / KYC for Crypto”), will also appeal to both government agencies and private businesses looking to tackle some of today’s most challenging problems. With increasing global calls for cutting pollution and combating climate change, Palantir’s Carbon Emissions Management tool can add value by helping its corporate clients integrate emissions data, such as daily pollution volumes across the supply chain and emissions reduction targets, with planned revenues and margins to determine the best trade-off based on their respective business plans and objectives. For instance, the Carbon Emissions Management tool can consolidate emissions data collected from disparate sources in real-time and simulate related impacts under different scenarios to drive the decision-making process on business changes required. The modular offering enables Palantir to capitalize on opportunities arising from growing ESG needs in the private sector, while also helping its clients better manage their emissions impacts and “develop a competitive edge to beat competition and win the market”.</p><p>TheAML/KYC for Crypto solution is also deployed at an opportune time. Securities regulators have made it a priority to rein in the fast-growing cryptocurrency market with new rules, while cryptocurrency exchanges look for solutions to ensure compliance with the changing regulatory landscape. The new AML/KYC for Crypto tool is built on Palantir’s years of expertise in helping both regulators and private financial institutions address AML/KYC compliance considerations, and can be deployed in a time- and cost-effective manner for both sides of the equation across.AML/KYC for Crypto enables a large variety of use-cases ranging from real-time compliance tracking across disparate sources for cryptocurrency exchanges, to potentially regulatory simulations for securities regulators. This makes Palantir well-positioned to capitalize on the rising crypto momentum in coming years – the global blockchain market is expected to grow into a $67 billion opportunity by 2026, with proper management ofAML/KYC considerations encouraging adoption. And North America, Palantir’s key market, will maintain the largest share, underpinning robust demand for the new industry-specific solution in coming years.</p><p>Palantir is also making steady progress towards its ultimate goal of becoming “the U.S. government’s central operating system”. In addition to Palantir’s continued push for its software solutions to be implemented across government agencies ranging from defense to healthcare, the public sector has also become increasingly receptive of reliance on technology and innovation. While the $778 billion annual defense spending budget authorized by the Senate in December remains flat compared to the prior year’s after adjusting for inflation, funding allocated towards R&amp;D and procurement of emerging technologies like AI systems have increased by more than $3 billion. The Pentagon has also welcomed the development and utilization of innovative technologies in defense and combat in recent years, as they work on breaking the high barriers of entry that the giant defense contractors have historically built. In 2020, the agency allocated $1.5 billion in direct funding to more than 1,600 software-as-a-service start-ups, and set aside a number of defense contracts valued at up to $3 million each for early-stage software providers. Frontline healthcare workers in the U.S. have also indicated technology as one of the top three items that can “help reduce their stress and become more effective”. Specifically, tools that can help “automate tasks, provide remote assistance and help communicate with colleagues” are seen as the most helpful. This signals that a greater market of opportunities from the U.S. government is coming Palantir’s way, underpinning additional multi-year growth in the foreseeable future.</p><p><b>Where Might PLTR Stock be Headed?</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d650f70bbfb8bc052e908d417257b5a\" tg-width=\"640\" tg-height=\"229\" width=\"100%\" height=\"auto\"/><span>PLTR 12-Month Price Target</span></p><p>Considering Palantir’s growth outlook remains intact for both the near- and longer-term despite mounting macro headwinds, we are maintaining our 12-month price target for the stock at $25.45. Consistent with our previous analysis on potentially better-than-expected FY 2021 financial performance, we believe the upcoming earnings call will be a catalyst to jumpstarting the stock from its recent declines and bolster investors’ confidence on Palantir’s valuation prospects ahead of the upcoming rate hikes.</p><p><i>i. Base Case Valuation Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c624a7c885aef549ec989f3dd322797\" tg-width=\"640\" tg-height=\"375\" width=\"100%\" height=\"auto\"/><span>PLTR Valuation Analysis</span></p><p><i>ii. Sensitivity Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca8d5aad1d10fe2ae2a8c1f5a8c0be9d\" tg-width=\"640\" tg-height=\"177\" width=\"100%\" height=\"auto\"/><span>PLTR Sensitivity Analysis</span></p><p><i>iii. Base Case Financial Forecast:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c204cfbe554afece4b31e797ea06a30\" tg-width=\"640\" tg-height=\"169\" width=\"100%\" height=\"auto\"/><span>PLTR Base Case Financial Forecast</span></p><p>While Palantir’s mounting share-based compensation balance has been a sign of deterrence for many investors due to added pressure to profit margins and share dilution risks in the long-run, we believe the company’s strong fundamentals and growth prospects ahead will be more than enough to offset related impacts. Recall from our discussion in earlier sections that share-based compensation expenses are non-cash in nature, thus from a fundamental perspective, Palantir’s free cash flows continue to reflect the underlying business’ high-growth nature. In short, the company continues to be increasingly self-sufficient with a robust cash runway to fund growth in coming years.</p><p>And from a valuation perspective, the share-based compensation issued today cannot be exercised or sold until they vest, which could still be a few years out. Although many senior executives, including CEO Alex Karp, had offloaded a significant volume of shares last year causing stock price pressures, it was part of a long-term compensation-realization scheme, in which share-based compensation issued at the earlier days of Palantir were nearing expiry in December. As such, we are not expecting similar high-volume sell-offs within the foreseeable future.</p><blockquote>As we mentioned on prior earnings calls, Karp was granted options a decade ago which we set to expire on December 3rd of this year. Specifically, as a report equity yields 60.9 million options that were set to expire this December. The taxes from the exercise of the options are more than $0.5 billion. And so we&#39;ve been selling shares along the way to generate funds to pay those taxes. Of the 16.9 million expiring options, he has now exercised 94% of the total. Of the remaining 6%, roughly half or 1.9 million of them will be sold by the expiration date, the other half exercised and as a result, all the near-term expiring options will be exercised.</blockquote><blockquote>Source:Q3 2021 Earnings Call Transcript</blockquote><p>This is further corroborated by the fact that insider selling activity has since calmed according to recent SEC filings, with only one instance earlier this year by Alex Moore, a Palantir veteran. Similar to other insider share-selling activities observed in the past year, the offloaded shares were done in compliance with Rule 10b5-1, meaning it had been planned in advance and not based on any immediate insider information on the company’s performance. From a fundamental standpoint, the latest share-selling activity also does not imply any adverse impacts to the company’s growth outlook.</p><p>Going forward, we expect share dilutions related to share-based compensation to occur at a much more mild rate, similar to other tech stocks that have very much relied on the non-cash compensation strategy to acquire top talent needed to facilitate growth. And robust fundamental growth in years ahead is expected to compensate for said dilution impacts. Palantir is expected to start realizing nominal profits of $141.1 million by 2025, with further growth towards $1.5 billion by the end of the decade based on our current base case forecast, which is also consistent with anticipated long-term top-line growth that management has guided. The returns are expected to far exceed the anticipated rate of share dilution at 4% per year resulting from the share-based compensation program.</p><p>We also expect share-based compensation expenses to scale back and represent a smaller portion of annual revenues in coming years. Strategically, Palantir’s extension of generous share-based compensation packages for its employees will continue to provide them with an incentive to remain committed to the company’s growth. But to ensure the incentive is useful, it is unlikely that Palantir will do it at the expense of over-diluting the company’s share price over the longer-term. While the current share-based compensation expenses represent a large portion of annual revenues, we expect similar spending will scale back in coming years as the company continues to grow to ensure a balance and alignment of interest between employees and shareholders.</p><p><b>Conclusion</b></p><p>Palantir remains on a robust growth trajectory as global digitization trends in coming years continue to underpin demand for data management and analytics software like Foundry and Gotham. While government contracts, especially those associated with defense, remain Palantir’s priority, the company has made significant progress in strategically capitalizing on growth opportunities from the commercial segment. The resulting fundamental performance is also expected to compensate for any potential share-sale dilutions related to the share-based compensation program over the longer-term. With the stock now trading at a discount of more than 60% from its peak in early 2021 with no material changes to its growth outlook, we consider the recent pullback a reasonable entry point with potential upside momentum to resume going into the upcoming earnings season and as mounting macro headwinds abate.</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>Is Palantir Stock A Buy Or Sell At Its Current Valuation?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Palantir Stock A Buy Or Sell At Its Current Valuation?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-24 14:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4480629-palantir-stock-buy-sell-current-valuation><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's stock has declined by more than 60% from its record price set about a year ago due to mounting macro headwinds.Investors have been migrating away from high-valuation growth stocks, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4480629-palantir-stock-buy-sell-current-valuation\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4480629-palantir-stock-buy-sell-current-valuation","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119030155","content_text":"SummaryPalantir's stock has declined by more than 60% from its record price set about a year ago due to mounting macro headwinds.Investors have been migrating away from high-valuation growth stocks, especially those in emerging technologies, as pandemic-era policy support dwindles with tightening monetary policy on the horizon.Yet, there have been no material changes to the bullish thesis supporting Palantir's growth trajectory - the company continues to be well-positioned for growth opportunities arising from digitization trends.Paired with its debt-free balance sheet, robust cash-on-hand balance, continued strength in generating cash from operations, and high-visibility revenues, Palantir makes a favourable investment ahead of the upcoming rate hikes with promising upside realizable over both the near and longer term.Sundry Photography/iStock Editorial via Getty ImagesPalantir (NYSE:PLTR) continues to be caught in the broader market rout these days, with the stock’s value declining more than 12% since the year opened. The current macro backdrop has not made a favourable environment for high-growth segment stocks. The recent release of meeting minutes from the FOMC’s policy meeting in December, paired with increasing consumer price pressures at record-setting levels have triggered hawkish sentiments supporting faster and sooner rate hikes beginning as early as March to curb runaway inflation. The hastened withdrawal of pandemic-era stimulus, coupled with the impending return of rate hikes have caused investors to turn risk averse on high-growth, high-valuation stocks. This is largely due to uncertainties over how the upcoming rate hikes might erode the value of future gains or stall business growth due to rising costs of capital.While the imminent tightening of monetary policy has stoked fear amongst equity investors as they mull on how to price the upcoming rate hike impacts into asset valuations, we believe Palantir will emerge favourably in both the near- and long-term. On one hand, the inflation-resistant nature of Palantir’s business, paired with its high-growth prospects and ability to generate robust cash flows from operations should make it an attractive stock within the near-term amidst mounting macro pressures. Meanwhile, in the longer term, Palantir’s technology will continue to play a critical role in supporting key digital trends like AI, which will soon become a necessity instead of novelty in the data-driven era. On these considerations, we believe Palantir's stock will soon resume its upwardmomentum, with the upcoming earnings report being a potential catalyst to jumpstart its performance.Near-Term Considerations for PalantirIn line with the broader market, Palantir's stock rallied on the first trading session of the year, with intraday gains of as much as 4%. However, the momentum was short-lived and has since been overtaken by an extended market rout triggered by increasingly hawkish narratives from Fed representatives. The rising urgency for faster and sooner rate hikes to combat the hottest inflation in close to four decades has sent market benchmarks like the S&P 500 on a rundown of close to 5%. Meanwhile, the tech-heavy Nasdaq 100 plunged by more than 8% since the year opened due to souring sentiment for high-growth, high-valuation stocks that have largely outperformed in the past 20 months. Instead, mature tech companies likeDell(NYSE:DELL) and HP(NYSE:HPQ)have been resilient due to their low debt, high cash flow, and stable-growth businesses, which provides a strong hedge against the impending rate hikes.However, Palantir’s upcoming earnings report will likely jumpstart the stock toward a similar trend as the mature tech companies. The company boasts a promising growth outlook built on continued innovation, with high visibility into future cash flows thanks to a robust contracted revenue base. Palantir also operates on a strong balance sheet, which is currently debt-free and boasts a robust cash-on-hand balance of more than $2.3 billion to support continued growth.While the impending rate hikes have put investors at the edge of their seats about potentially stalled growth and development in next-generation tech companies due to rising costs of capital in coming years, the fact that Palantir’s operations are already self-sufficient should not be overlooked. In the first nine months of 2021, Palantir generated more than $240 million in cash from operating activities alone, despite year-to-date net losses of $364 million. Much of the losses were driven by share-based compensation expenses, which will likely continue to put pressure on its profit margins in the near-term as the company prioritizes the retention of talent to support ongoing expansion of the business. However, these expenses are non-cash in nature, and when that is taken into account, Palantir is actually profitable on a cash-basis and have continued to demonstrate strength in generating significant free cash flows to fund its growth roadmap. This accordingly provides it with partial immunity against hemorrhaging valuation prospects due to rising costs of capital from the upcoming rate hikes.The company’s near-term growth trajectory also remains intact. As of the third quarter period ended September 2021, Palantir’s total unrealized deal value grew by 50% year-over-year to $3.6 billion with an average duration of at least four years. Palantir has continued to exhibit strength in both its commercial and government segments. Recent contract wins and extensions have been a testament to the effectiveness of Palantir’s software solutions, as well as accelerated adoption from both the private and public sectors as operations become increasingly digital, generating vast troves of data that will need to be integrated, processed and analyzed to drive key decision-making processes. In addition to the new and renewed contracts during the last three months of 2021, which have been discussed in our most recent coverage, Palantir has rung into the new year with a notable partnership forged with Hyundai Heavy Industries. The $25 million multi-year deal is a symbol of Palantir’s growing presence across the West’s APAC allies, and represents an extension of Palantir’s success in growing its commercial segment over the past year. Under the arrangement, Hyundai Heavy will leverage Palantir’s commercial software, likely Foundry, to create tools for breaking down the siloed data fields across its affiliate groups, which range from shipbuilding to industrial machinery processes, and facilitate better-integrated operations. The two companies intend to create a joint venture to commercialize the new tools built on Palantir’s platform, which will create greater exposure for Palantir’s technological capabilities to the global commercial sector, and further fortify the company’s growth prospects.Long-Term Considerations for PalantirOver the longer-term, we foresee Palantir’s technologies to evolve from a novelty into a necessity. AI-driven analytical tools like Palantir’s Gotham and Foundry will remain critical functions across both the public and private sectors to ensuring the seamless integration of data platforms and improving decision-making in the increasingly digital world. And Palantir is already in the works of pushing its software towards the mainstream by offering a wide range of solutions for organizations across both the private and public sectors to choose from on an as-needed basis.The introduction of “Foundry for Builders” in July is one of Palantir’s earliest strategies in opening up its offerings to the mass market. Foundry for Builders is offered under a subscription-based model and breaks down the traditional cost barriers that have hindered access to Palantir’s software solution for smaller commercial customers like Day One start-ups. The new offering enables Palantir to extend its Foundry capabilities to support all types of organizations, ranging from multinational corporations with complex data compilations to small- and medium-sized businesses with limited resources looking for a cost-effective data analytical tool. The strategy is expected to encourage mass market adoption of Palantir’s commercial segment offerings, and ensure further penetration into a total addressable market that is expected to grow from $400 billion today into $500 billion by 2025 and $1.6 trillion by the end of the decade. While the new offering is still in beta phase with availability offered to only a small cohort of start-ups, the positive reception received to date indicates significant potential for wider adoption once introduced to the broader market.The recent introduction of industry-specific modular solutions built on Foundry, such as “Carbon Emissions Management” and “Anti-Money Laundering/Know Your Client for Crypto” (“AML / KYC for Crypto”), will also appeal to both government agencies and private businesses looking to tackle some of today’s most challenging problems. With increasing global calls for cutting pollution and combating climate change, Palantir’s Carbon Emissions Management tool can add value by helping its corporate clients integrate emissions data, such as daily pollution volumes across the supply chain and emissions reduction targets, with planned revenues and margins to determine the best trade-off based on their respective business plans and objectives. For instance, the Carbon Emissions Management tool can consolidate emissions data collected from disparate sources in real-time and simulate related impacts under different scenarios to drive the decision-making process on business changes required. The modular offering enables Palantir to capitalize on opportunities arising from growing ESG needs in the private sector, while also helping its clients better manage their emissions impacts and “develop a competitive edge to beat competition and win the market”.TheAML/KYC for Crypto solution is also deployed at an opportune time. Securities regulators have made it a priority to rein in the fast-growing cryptocurrency market with new rules, while cryptocurrency exchanges look for solutions to ensure compliance with the changing regulatory landscape. The new AML/KYC for Crypto tool is built on Palantir’s years of expertise in helping both regulators and private financial institutions address AML/KYC compliance considerations, and can be deployed in a time- and cost-effective manner for both sides of the equation across.AML/KYC for Crypto enables a large variety of use-cases ranging from real-time compliance tracking across disparate sources for cryptocurrency exchanges, to potentially regulatory simulations for securities regulators. This makes Palantir well-positioned to capitalize on the rising crypto momentum in coming years – the global blockchain market is expected to grow into a $67 billion opportunity by 2026, with proper management ofAML/KYC considerations encouraging adoption. And North America, Palantir’s key market, will maintain the largest share, underpinning robust demand for the new industry-specific solution in coming years.Palantir is also making steady progress towards its ultimate goal of becoming “the U.S. government’s central operating system”. In addition to Palantir’s continued push for its software solutions to be implemented across government agencies ranging from defense to healthcare, the public sector has also become increasingly receptive of reliance on technology and innovation. While the $778 billion annual defense spending budget authorized by the Senate in December remains flat compared to the prior year’s after adjusting for inflation, funding allocated towards R&D and procurement of emerging technologies like AI systems have increased by more than $3 billion. The Pentagon has also welcomed the development and utilization of innovative technologies in defense and combat in recent years, as they work on breaking the high barriers of entry that the giant defense contractors have historically built. In 2020, the agency allocated $1.5 billion in direct funding to more than 1,600 software-as-a-service start-ups, and set aside a number of defense contracts valued at up to $3 million each for early-stage software providers. Frontline healthcare workers in the U.S. have also indicated technology as one of the top three items that can “help reduce their stress and become more effective”. Specifically, tools that can help “automate tasks, provide remote assistance and help communicate with colleagues” are seen as the most helpful. This signals that a greater market of opportunities from the U.S. government is coming Palantir’s way, underpinning additional multi-year growth in the foreseeable future.Where Might PLTR Stock be Headed?PLTR 12-Month Price TargetConsidering Palantir’s growth outlook remains intact for both the near- and longer-term despite mounting macro headwinds, we are maintaining our 12-month price target for the stock at $25.45. Consistent with our previous analysis on potentially better-than-expected FY 2021 financial performance, we believe the upcoming earnings call will be a catalyst to jumpstarting the stock from its recent declines and bolster investors’ confidence on Palantir’s valuation prospects ahead of the upcoming rate hikes.i. Base Case Valuation Analysis:PLTR Valuation Analysisii. Sensitivity Analysis:PLTR Sensitivity Analysisiii. Base Case Financial Forecast:PLTR Base Case Financial ForecastWhile Palantir’s mounting share-based compensation balance has been a sign of deterrence for many investors due to added pressure to profit margins and share dilution risks in the long-run, we believe the company’s strong fundamentals and growth prospects ahead will be more than enough to offset related impacts. Recall from our discussion in earlier sections that share-based compensation expenses are non-cash in nature, thus from a fundamental perspective, Palantir’s free cash flows continue to reflect the underlying business’ high-growth nature. In short, the company continues to be increasingly self-sufficient with a robust cash runway to fund growth in coming years.And from a valuation perspective, the share-based compensation issued today cannot be exercised or sold until they vest, which could still be a few years out. Although many senior executives, including CEO Alex Karp, had offloaded a significant volume of shares last year causing stock price pressures, it was part of a long-term compensation-realization scheme, in which share-based compensation issued at the earlier days of Palantir were nearing expiry in December. As such, we are not expecting similar high-volume sell-offs within the foreseeable future.As we mentioned on prior earnings calls, Karp was granted options a decade ago which we set to expire on December 3rd of this year. Specifically, as a report equity yields 60.9 million options that were set to expire this December. The taxes from the exercise of the options are more than $0.5 billion. And so we've been selling shares along the way to generate funds to pay those taxes. Of the 16.9 million expiring options, he has now exercised 94% of the total. Of the remaining 6%, roughly half or 1.9 million of them will be sold by the expiration date, the other half exercised and as a result, all the near-term expiring options will be exercised.Source:Q3 2021 Earnings Call TranscriptThis is further corroborated by the fact that insider selling activity has since calmed according to recent SEC filings, with only one instance earlier this year by Alex Moore, a Palantir veteran. Similar to other insider share-selling activities observed in the past year, the offloaded shares were done in compliance with Rule 10b5-1, meaning it had been planned in advance and not based on any immediate insider information on the company’s performance. From a fundamental standpoint, the latest share-selling activity also does not imply any adverse impacts to the company’s growth outlook.Going forward, we expect share dilutions related to share-based compensation to occur at a much more mild rate, similar to other tech stocks that have very much relied on the non-cash compensation strategy to acquire top talent needed to facilitate growth. And robust fundamental growth in years ahead is expected to compensate for said dilution impacts. Palantir is expected to start realizing nominal profits of $141.1 million by 2025, with further growth towards $1.5 billion by the end of the decade based on our current base case forecast, which is also consistent with anticipated long-term top-line growth that management has guided. The returns are expected to far exceed the anticipated rate of share dilution at 4% per year resulting from the share-based compensation program.We also expect share-based compensation expenses to scale back and represent a smaller portion of annual revenues in coming years. Strategically, Palantir’s extension of generous share-based compensation packages for its employees will continue to provide them with an incentive to remain committed to the company’s growth. But to ensure the incentive is useful, it is unlikely that Palantir will do it at the expense of over-diluting the company’s share price over the longer-term. While the current share-based compensation expenses represent a large portion of annual revenues, we expect similar spending will scale back in coming years as the company continues to grow to ensure a balance and alignment of interest between employees and shareholders.ConclusionPalantir remains on a robust growth trajectory as global digitization trends in coming years continue to underpin demand for data management and analytics software like Foundry and Gotham. While government contracts, especially those associated with defense, remain Palantir’s priority, the company has made significant progress in strategically capitalizing on growth opportunities from the commercial segment. The resulting fundamental performance is also expected to compensate for any potential share-sale dilutions related to the share-based compensation program over the longer-term. With the stock now trading at a discount of more than 60% from its peak in early 2021 with no material changes to its growth outlook, we consider the recent pullback a reasonable entry point with potential upside momentum to resume going into the upcoming earnings season and as mounting macro headwinds abate.","news_type":1},"isVote":1,"tweetType":1,"viewCount":564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888928823,"gmtCreate":1631424414762,"gmtModify":1676530546484,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582784322184490","authorIdStr":"3582784322184490"},"themes":[],"htmlText":"Interesting….","listText":"Interesting….","text":"Interesting….","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/888928823","repostId":"1189654544","repostType":4,"repost":{"id":"1189654544","kind":"news","pubTimestamp":1631406130,"share":"https://ttm.financial/m/news/1189654544?lang=&edition=fundamental","pubTime":"2021-09-12 08:22","market":"us","language":"en","title":"US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week","url":"https://stock-news.laohu8.com/highlight/detail?id=1189654544","media":"Renaissance Capital","summary":"After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion i","content":"<p>After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.</p>\n<p>Tech consultancy&nbsp;<b>Thoughtworks</b>(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.</p>\n<p>Swiss running shoe brand&nbsp;<b>On Holding</b>(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.</p>\n<p>After ending talks to go public via SPAC,<b>Sportradar Group</b>(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.</p>\n<p>Drive-thru coffee chain&nbsp;<b>Dutch Bros</b>(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.</p>\n<p>Healthcare intelligence platform&nbsp;<b>Definitive Healthcare</b>(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.</p>\n<p>Identity management platform&nbsp;<b>ForgeRock</b>(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.</p>\n<p>Immunology biotech&nbsp;<b>DICE Therapeutics</b>(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.</p>\n<p>Surgical robotics developer&nbsp;<b>PROCEPT BioRobotics</b>(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.</p>\n<p>Oncology biotech&nbsp;<b>Tyra Biosciences</b>(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.</p>\n<p>Micro-cap gas delivery service&nbsp;<b>EzFill Holdings</b>(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.</p>\n<p><img src=\"https://static.tigerbbs.com/718698ff98644c4026f32efe91d076c6\" tg-width=\"1128\" tg-height=\"684\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/97fe13300d9e4cf61effc59b9706776a\" tg-width=\"1129\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p>\n<p><b>IPO Market Snapshot</b></p>\n<p>The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&amp;P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p>","source":"lsy1603787993745","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 IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-12 08:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/85972/US-IPO-Week-Ahead-The-Fall-IPO-market-kicks-off-with-a-10-IPO-week><strong>Renaissance Capital</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.\nTech consultancy Thoughtworks(TWKS) plans to raise $700 million at a $6.3 billion ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/85972/US-IPO-Week-Ahead-The-Fall-IPO-market-kicks-off-with-a-10-IPO-week\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DICE":"DICE Therapeutics, Inc.","TWKS":"Thoughtworks Holding Inc.","SRAD":"Sportradar Group AG",".IXIC":"NASDAQ Composite","ONON":"On Holding AG","DH":"Definitive Healthcare Corp.","FORG":"ForgeRock, Inc.",".SPX":"S&P 500 Index","TYRA":"Tyra Biosciences, Inc.","PRCT":"PROCEPT BioRobotics","EZFL":"EzFill Holdings Inc","BROS":"Dutch Bros Inc.",".DJI":"道琼斯"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/85972/US-IPO-Week-Ahead-The-Fall-IPO-market-kicks-off-with-a-10-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189654544","content_text":"After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.\nTech consultancy Thoughtworks(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.\nSwiss running shoe brand On Holding(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.\nAfter ending talks to go public via SPAC,Sportradar Group(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.\nDrive-thru coffee chain Dutch Bros(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.\nHealthcare intelligence platform Definitive Healthcare(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.\nIdentity management platform ForgeRock(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.\nImmunology biotech DICE Therapeutics(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.\nSurgical robotics developer PROCEPT BioRobotics(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.\nOncology biotech Tyra Biosciences(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.\nMicro-cap gas delivery service EzFill Holdings(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021748945,"gmtCreate":1653107010287,"gmtModify":1676535226129,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582784322184490","authorIdStr":"3582784322184490"},"themes":[],"htmlText":"Yup. This is one company&nbsp;that's Resilient&nbsp;","listText":"Yup. This is one company&nbsp;that's Resilient&nbsp;","text":"Yup. This is one company that's Resilient","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021748945","repostId":"2236015712","repostType":4,"repost":{"id":"2236015712","kind":"highlight","pubTimestamp":1653088476,"share":"https://ttm.financial/m/news/2236015712?lang=&edition=fundamental","pubTime":"2022-05-21 07:14","market":"us","language":"en","title":"Buy Apple Stock for Resiliency During the Tech Sell-Off","url":"https://stock-news.laohu8.com/highlight/detail?id=2236015712","media":"Motley Fool","summary":"Here's why Apple is a golden investment amid the ongoing tech sell-off.","content":"<html><head></head><body><p>The stock market has been a circus show in recent history, due to record-high inflation levels, the Fed&#39;s decision to raise interest rates in response, and lingering concerns in connection to the war between Russia and Ukraine. Consequently, the <b>S&amp;P 500</b> and <b>Nasdaq Composite</b> have backtracked 15% and 24% year to date, respectively, with no end to the negativism in sight.</p><p>Even big tech has struggled, with premier companies <b>Netflix </b>and <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></b> posting weaker-than-anticipated financial reports in recent quarters. The panic has sent investors swarming to value stocks and safer assets for protection, leaving the technology sector drowning in the red. But as long-term investors, this doesn&#39;t mean that we should completely ignore tech stocks for the time being.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58efc5f5899a865afd71defde8137f91\"/><span>Image source: Getty Images.</span></p><p>In fact, there are several companies that continue to deliver strong financial results in spite of the challenges our current economy presents. One of those companies,<b> Apple</b>, is a world-beater that can provide investors with much-needed security in today&#39;s market environment. And since it&#39;s down almost 20% year to date, the technology juggernaut grants investors a handsome valuation at present levels.</p><h2>A resilient business</h2><p>In the past 12 quarters, Apple has beaten earnings estimates each time, and the company has only fallen short of Wall Street&#39;s revenue forecasts once. In the second quarter of 2022, the tech leader increased both total sales and earnings per share by 9% year over year, up to $97.3 billion and $1.52, respectively. While its product category -- which includes the iPhone, iPad, and Mac -- only grew a modest 7%, the company&#39;s services segment surged 17% to $19.8 billion.</p><p>For the full fiscal year 2022, analysts are forecasting Apple&#39;s top line to improve 8% to $394.2 billion and its earnings per share to increase 10% to $6.15. Investors should like where the iPhone maker is positioned today. Not only does its world-class core business offer stability on top of its persistent growth, but the company&#39;s services segment enjoys a long runway for expansion in the years ahead.</p><p>Fortunately for Apple and its shareholders, the company&#39;s elite balance sheet and cash generation will comfortably facilitate growth for the tech giant in the future. The company has $28.1 billion in cash on its balance sheet, and it continues to generate funds at a red-hot pace. In the past 12 months, Apple has produced $105.8 billion in free cash flow (FCF), and its three-year FCF compound annual growth rate (CAGR) is 13%. The company&#39;s robust balance sheet and consistent cash generation provide financial flexibility to increase its dividends, buy back shares, and grow its business in the years to follow.</p><h2>A normalized valuation</h2><p>The recent stock price pullback year to date has made Apple stock a very tempting buy. The stock carries a price-to-earnings multiple of 24 today, representing its lowest trading level since the early summer of 2020.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ff26f227883e6475edef412754fe00f\" tg-width=\"720\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>AAPL PE Ratio data by YCharts</span></p><p>The tech company&#39;s current earnings multiple is also largely in line with its five-year historical average of 23. But given that Apple has been able to maintain solid growth in recent quarters -- especially compared to the rest of big tech -- investors should be thrilled about buying the stock at existing levels.</p><h2>Apple is a good play on the turbulent stock market today</h2><p>Apple is a wise investment today -- the world-leading technology company continues to expand its business at a steady rate in an economy where many of its peers are suffering from growing pains. The stock is also trading at its lowest valuation since mid-2020, supplying investors with a favorable margin of safety. If you&#39;re searching for a durable stock to combat the market&#39;s volatility today, Apple might be the choice for you.</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>Buy Apple Stock for Resiliency During the Tech Sell-Off</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy Apple Stock for Resiliency During the Tech Sell-Off\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-21 07:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/20/buy-apple-stock-resiliency-during-tech-sell-off/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market has been a circus show in recent history, due to record-high inflation levels, the Fed's decision to raise interest rates in response, and lingering concerns in connection to the war ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/20/buy-apple-stock-resiliency-during-tech-sell-off/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2022/05/20/buy-apple-stock-resiliency-during-tech-sell-off/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236015712","content_text":"The stock market has been a circus show in recent history, due to record-high inflation levels, the Fed's decision to raise interest rates in response, and lingering concerns in connection to the war between Russia and Ukraine. Consequently, the S&P 500 and Nasdaq Composite have backtracked 15% and 24% year to date, respectively, with no end to the negativism in sight.Even big tech has struggled, with premier companies Netflix and Meta Platforms posting weaker-than-anticipated financial reports in recent quarters. The panic has sent investors swarming to value stocks and safer assets for protection, leaving the technology sector drowning in the red. But as long-term investors, this doesn't mean that we should completely ignore tech stocks for the time being.Image source: Getty Images.In fact, there are several companies that continue to deliver strong financial results in spite of the challenges our current economy presents. One of those companies, Apple, is a world-beater that can provide investors with much-needed security in today's market environment. And since it's down almost 20% year to date, the technology juggernaut grants investors a handsome valuation at present levels.A resilient businessIn the past 12 quarters, Apple has beaten earnings estimates each time, and the company has only fallen short of Wall Street's revenue forecasts once. In the second quarter of 2022, the tech leader increased both total sales and earnings per share by 9% year over year, up to $97.3 billion and $1.52, respectively. While its product category -- which includes the iPhone, iPad, and Mac -- only grew a modest 7%, the company's services segment surged 17% to $19.8 billion.For the full fiscal year 2022, analysts are forecasting Apple's top line to improve 8% to $394.2 billion and its earnings per share to increase 10% to $6.15. Investors should like where the iPhone maker is positioned today. Not only does its world-class core business offer stability on top of its persistent growth, but the company's services segment enjoys a long runway for expansion in the years ahead.Fortunately for Apple and its shareholders, the company's elite balance sheet and cash generation will comfortably facilitate growth for the tech giant in the future. The company has $28.1 billion in cash on its balance sheet, and it continues to generate funds at a red-hot pace. In the past 12 months, Apple has produced $105.8 billion in free cash flow (FCF), and its three-year FCF compound annual growth rate (CAGR) is 13%. The company's robust balance sheet and consistent cash generation provide financial flexibility to increase its dividends, buy back shares, and grow its business in the years to follow.A normalized valuationThe recent stock price pullback year to date has made Apple stock a very tempting buy. The stock carries a price-to-earnings multiple of 24 today, representing its lowest trading level since the early summer of 2020.AAPL PE Ratio data by YChartsThe tech company's current earnings multiple is also largely in line with its five-year historical average of 23. But given that Apple has been able to maintain solid growth in recent quarters -- especially compared to the rest of big tech -- investors should be thrilled about buying the stock at existing levels.Apple is a good play on the turbulent stock market todayApple is a wise investment today -- the world-leading technology company continues to expand its business at a steady rate in an economy where many of its peers are suffering from growing pains. The stock is also trading at its lowest valuation since mid-2020, supplying investors with a favorable margin of safety. If you're searching for a durable stock to combat the market's volatility today, Apple might be the choice for you.","news_type":1},"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021741482,"gmtCreate":1653106978746,"gmtModify":1676535226121,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582784322184490","authorIdStr":"3582784322184490"},"themes":[],"htmlText":"Absolutely buy","listText":"Absolutely buy","text":"Absolutely buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021741482","repostId":"2236012808","repostType":2,"repost":{"id":"2236012808","kind":"highlight","pubTimestamp":1653089869,"share":"https://ttm.financial/m/news/2236012808?lang=&edition=fundamental","pubTime":"2022-05-21 07:37","market":"us","language":"en","title":"It's Down Almost 40% Year to Date -- Should Investors Buy Tesla Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2236012808","media":"Motley Fool","summary":"As the broader market continues to fall, some investors may view the EV leader's stock slump as a buying opportunity. Are they right?","content":"<html><head></head><body><p>After joining the $1 trillion market capitalization club at the end of 2021, shares of electric vehicle (EV) juggernaut <b>Tesla</b> have shifted into reverse. Between macroeconomic headwinds like 40-year-high inflation, the Fed&#39;s consequent move to raise interest rates, and concerns about the war between Russia and Ukraine, the stock market has been in quite the frenzy.</p><p>Many high-growth stocks, Tesla included, have been humbled lately as investors seek protection by shifting their attention to value companies and safer assets. CEO Elon Musk&#39;s move to potentially acquire <b>Twitter</b> certainly hasn&#39;t aided the company&#39;s case, either. With uncertainty around whether or not the deal will actually close, investors have raced to dump shares of the EV leader.</p><p>But in terms of fundamentals, Tesla continues to look dominant. The company is rapidly expanding its business on all fronts and has strengthened its balance sheet and cash generation in the process. With the stock down almost 40% year to date, should investors pull the trigger on buying Tesla today?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ecb47944e9c0966d2182e999d9a81cba\"/><span>Image source: Getty Images.</span></p><h2>Fundamentals aren&#39;t the problem</h2><p>In a quarter when investors weren&#39;t sure what to expect due to COVID-19-related shutdowns at Tesla&#39;s Shanghai factory, the EV leader delivered, and it delivered big. The company&#39;s $18.8 billion in total sales, which climbed 81% year over year, beat Wall Street expectations by $918 million. Likewise, its non-GAAP earnings per share of $3.22, equal to 246% growth, crushed consensus estimates by a whopping 42%.</p><p>To top off a record quarter, the Musk-led enterprise grew total production and vehicle deliveries by a respective 69% and 68%, producing 305,407 vehicles and delivering 310,048. Per management&#39;s guidance, investors can expect the company to achieve 50% average annual growth in deliveries over a multi-year time horizon. In fiscal 2022, analysts are modeling a top line and adjusted bottom line of $86.5 billion and $12.32/share, translating to robust year-over-year ascents of 61% and 82%, respectively.</p><p>Amid such incredible growth, the company&#39;s balance sheet and cash generation are equally thriving. In its latest quarter, the EV commander revealed that total debt excluding vehicle and energy product financing fell below $100 million. The company is manifesting the &#34;cash is king&#34; mantra as well: In the first quarter, free cash flow surged an astonishing 660% to $2.2 billion. Provided that the global EV market is projected to expand at a compound annual growth rate (CAGR) of 25% through 2028 to nearly $1 trillion, it could be said with exceedingly high confidence that Tesla is poised for more success in the coming years.</p><h2>Tesla&#39;s valuation is still high</h2><p>Even without context, though, Tesla&#39;s valuation is extremely high. The stock is trading at 98.2 times earnings at the moment, an extremely lofty multiple even post-correction.</p><p>Comparing the EV behemoth to other automobile manufacturers further underscores its expensive stock price. As seen in the below chart, competitors <b>General Motors </b>(GM 0.81%), <b>Ford</b> (F 0.55%), and <b>Toyota </b>(TM 0.26%) have price-to-earnings multiples of 6.2, 4.6, and 7.9, respectively. Whether or not Tesla deserves a premium valuation is a frequent debate among the bulls and the bears. However, it&#39;s rather indisputable that the EV stock is richly priced. It would take a major share price collapse for Tesla to truly be considered cheap.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4664e23d164238b9ae09f5957b8e89b9\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"/><span>TSLA PE Ratio data by YCharts</span></p><h2>Should investors buy the stock now?</h2><p>Tesla&#39;s pullback has certainly grabbed my attention -- the company is the unequivocal pacesetter in the EV market, an industry that is still in the earlier innings of development. That said, the company&#39;s valuation isn&#39;t exactly attractive yet, and it would take far more downward pressure to make the stock appear cheap. Investors should keep a close eye on Tesla moving forward, as there&#39;s surely a chance it&#39;ll continue on a downward path in the periods ahead.</p><p>While it&#39;s a fantastic company and a sure winner in the EV space, I don&#39;t suggest buying the stock just yet. Take advantage of the recent tech sell-off and look for other companies that carry more enticing valuations today.</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>It's Down Almost 40% Year to Date -- Should Investors Buy Tesla Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIt's Down Almost 40% Year to Date -- Should Investors Buy Tesla Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-21 07:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/20/its-down-almost-40-year-to-date-should-investors-b/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After joining the $1 trillion market capitalization club at the end of 2021, shares of electric vehicle (EV) juggernaut Tesla have shifted into reverse. Between macroeconomic headwinds like 40-year-...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/20/its-down-almost-40-year-to-date-should-investors-b/\">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://www.fool.com/investing/2022/05/20/its-down-almost-40-year-to-date-should-investors-b/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236012808","content_text":"After joining the $1 trillion market capitalization club at the end of 2021, shares of electric vehicle (EV) juggernaut Tesla have shifted into reverse. Between macroeconomic headwinds like 40-year-high inflation, the Fed's consequent move to raise interest rates, and concerns about the war between Russia and Ukraine, the stock market has been in quite the frenzy.Many high-growth stocks, Tesla included, have been humbled lately as investors seek protection by shifting their attention to value companies and safer assets. CEO Elon Musk's move to potentially acquire Twitter certainly hasn't aided the company's case, either. With uncertainty around whether or not the deal will actually close, investors have raced to dump shares of the EV leader.But in terms of fundamentals, Tesla continues to look dominant. The company is rapidly expanding its business on all fronts and has strengthened its balance sheet and cash generation in the process. With the stock down almost 40% year to date, should investors pull the trigger on buying Tesla today?Image source: Getty Images.Fundamentals aren't the problemIn a quarter when investors weren't sure what to expect due to COVID-19-related shutdowns at Tesla's Shanghai factory, the EV leader delivered, and it delivered big. The company's $18.8 billion in total sales, which climbed 81% year over year, beat Wall Street expectations by $918 million. Likewise, its non-GAAP earnings per share of $3.22, equal to 246% growth, crushed consensus estimates by a whopping 42%.To top off a record quarter, the Musk-led enterprise grew total production and vehicle deliveries by a respective 69% and 68%, producing 305,407 vehicles and delivering 310,048. Per management's guidance, investors can expect the company to achieve 50% average annual growth in deliveries over a multi-year time horizon. In fiscal 2022, analysts are modeling a top line and adjusted bottom line of $86.5 billion and $12.32/share, translating to robust year-over-year ascents of 61% and 82%, respectively.Amid such incredible growth, the company's balance sheet and cash generation are equally thriving. In its latest quarter, the EV commander revealed that total debt excluding vehicle and energy product financing fell below $100 million. The company is manifesting the \"cash is king\" mantra as well: In the first quarter, free cash flow surged an astonishing 660% to $2.2 billion. Provided that the global EV market is projected to expand at a compound annual growth rate (CAGR) of 25% through 2028 to nearly $1 trillion, it could be said with exceedingly high confidence that Tesla is poised for more success in the coming years.Tesla's valuation is still highEven without context, though, Tesla's valuation is extremely high. The stock is trading at 98.2 times earnings at the moment, an extremely lofty multiple even post-correction.Comparing the EV behemoth to other automobile manufacturers further underscores its expensive stock price. As seen in the below chart, competitors General Motors (GM 0.81%), Ford (F 0.55%), and Toyota (TM 0.26%) have price-to-earnings multiples of 6.2, 4.6, and 7.9, respectively. Whether or not Tesla deserves a premium valuation is a frequent debate among the bulls and the bears. However, it's rather indisputable that the EV stock is richly priced. It would take a major share price collapse for Tesla to truly be considered cheap.TSLA PE Ratio data by YChartsShould investors buy the stock now?Tesla's pullback has certainly grabbed my attention -- the company is the unequivocal pacesetter in the EV market, an industry that is still in the earlier innings of development. That said, the company's valuation isn't exactly attractive yet, and it would take far more downward pressure to make the stock appear cheap. Investors should keep a close eye on Tesla moving forward, as there's surely a chance it'll continue on a downward path in the periods ahead.While it's a fantastic company and a sure winner in the EV space, I don't suggest buying the stock just yet. Take advantage of the recent tech sell-off and look for other companies that carry more enticing valuations today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036346188,"gmtCreate":1647000597119,"gmtModify":1676534185961,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582784322184490","authorIdStr":"3582784322184490"},"themes":[],"htmlText":"Of course it is.","listText":"Of course it is.","text":"Of course it is.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036346188","repostId":"1152050246","repostType":4,"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582792597675249","authorId":"3582792597675249","name":"tracywoon","avatar":"https://community-static.tradeup.com/news/c332cc53badf8e041d24ffc07d9d9b98","crmLevel":2,"crmLevelSwitch":0,"idStr":"3582792597675249","authorIdStr":"3582792597675249"},"content":"[Miser] [Miser]","text":"[Miser] [Miser]","html":"[Miser] [Miser]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882293595,"gmtCreate":1631693549417,"gmtModify":1676530610470,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582784322184490","authorIdStr":"3582784322184490"},"themes":[],"htmlText":"Micro movements are not as important as the bigger picture. For investors, look at the pipeline and margins","listText":"Micro movements are not as important as the bigger picture. For investors, look at the pipeline and margins","text":"Micro movements are not as important as the bigger picture. For investors, look at the pipeline and margins","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/882293595","repostId":"1108272392","repostType":4,"repost":{"id":"1108272392","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":1631693345,"share":"https://ttm.financial/m/news/1108272392?lang=&edition=fundamental","pubTime":"2021-09-15 16:09","market":"us","language":"en","title":"Apple shares rose 0.4% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1108272392","media":"Tiger Newspress","summary":"Apple shares rose 0.4% in premarket trading.Apple held an event yesterday where the new iPhone 13 in","content":"<p>Apple shares rose 0.4% in premarket trading.Apple held an event yesterday where the&nbsp;new iPhone 13 in all of its versions were unveiled. The stock closed down 0.96% at $148.12.</p>\n<p><img src=\"https://static.tigerbbs.com/43a1bc16e540f70c96b045c162ee647d\" tg-width=\"850\" tg-height=\"638\" width=\"100%\" height=\"auto\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple shares rose 0.4% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple shares rose 0.4% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-09-15 16:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Apple shares rose 0.4% in premarket trading.Apple held an event yesterday where the&nbsp;new iPhone 13 in all of its versions were unveiled. The stock closed down 0.96% at $148.12.</p>\n<p><img src=\"https://static.tigerbbs.com/43a1bc16e540f70c96b045c162ee647d\" tg-width=\"850\" tg-height=\"638\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108272392","content_text":"Apple shares rose 0.4% in premarket trading.Apple held an event yesterday where the new iPhone 13 in all of its versions were unveiled. The stock closed down 0.96% at $148.12.","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3585043179154199","authorId":"3585043179154199","name":"jacksoncheng","avatar":"https://static.tigerbbs.com/15cea2a12fcc802fa3161c7165a892de","crmLevel":2,"crmLevelSwitch":0,"idStr":"3585043179154199","authorIdStr":"3585043179154199"},"content":"exactly it is just noise. I think people are generally so stupid to focus on some low single digit premarket movement","text":"exactly it is just noise. I think people are generally so stupid to focus on some low single digit premarket movement","html":"exactly it is just noise. I think people are generally so stupid to focus on some low single digit premarket movement"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019360428,"gmtCreate":1648533128121,"gmtModify":1676534350932,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582784322184490","authorIdStr":"3582784322184490"},"themes":[],"htmlText":"Honestly... 9% growth a year isn't bad or anything.&nbsp;","listText":"Honestly... 9% growth a year isn't bad or anything.&nbsp;","text":"Honestly... 9% growth a year isn't bad or anything.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019360428","repostId":"1186999994","repostType":4,"repost":{"id":"1186999994","kind":"news","pubTimestamp":1648530497,"share":"https://ttm.financial/m/news/1186999994?lang=&edition=fundamental","pubTime":"2022-03-29 13:08","market":"us","language":"en","title":"Tesla, Alphabet, and Amazon Are Planning Stock Splits. Will That Help Them Join the Dow?","url":"https://stock-news.laohu8.com/highlight/detail?id=1186999994","media":"Barron's","summary":"Tesla announced plans to split its stock Monday. That comes after recent split announcements from Am","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> announced plans to split its stock Monday. That comes after recent split announcements from <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> and Google parent <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>.</p><p>Splits lower the price of a single share. And that means the price-weighted Dow Jones Industrial Average could pick up a mega capitalization growth stock if it wants to. The question for investors is will it?</p><p>The answer is there is no way to know if the Dow will pick up one of these tech behemoths. S&amp;P Dow Jones Indices–the company that runs the S&amp;P and the Dow–declined to comment on any pending changes, adding there is no fixed schedule for index changes.</p><p>It provided part of its published methodology about Dow construction in an email: “While [Dow] stock selection is not governed by quantitative rules, a stock typically is added only if the company has an excellent reputation, demonstrates sustained growth and is of interest to a large number of investors.”</p><p>The email goes on to point out that price is a factor in Dow construction. The Dow is a price-weighted index. The S&amp;P 500is a market capitalization weighted index. More valuable companies have more weight in the S&amp;P daily moves. By contrast, more valuable share prices have more weight in the Dow daily moves.</p><p>The coming splits are why investors can have this debate at all. The Dow component with the highest stock price is currently <a href=\"https://laohu8.com/S/UNH\">UnitedHealth</a>. Its shares trade for about $500. The Dow component with the lowest stock price is <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a>. Its shares trade for less than $50.</p><p>By contrast, <a href=\"https://laohu8.com/S/TSLA\">Tesla </a>, <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, and <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> closed Monday at $1,091.84, $2,822.11, and $3,379.81 a share, respectively.</p><p>A lack of growth stocks has hurt Dow performance in recent years. Over the past five years, the Dow is up about 69%, cumulatively. The S&amp;P has gained about 94%. The Nasdaq Composite Indexhas gained 143%.</p><p>Earnings growth explains part of the outperformance. In the Dow, aggregate index earnings have grown at about 9% a year on average for the past five years. The numbers for the S&amp;P and Nasdaq are 13% and 18%, respectively.</p><p>Valuation multiple expansion is also part of the outperformance of the growth-heavy Nasdaq. The Nasdaq traded for about 20 times estimated next year’s earnings five years ago. Now the Nasdaq PE ratio is almost 28 times, about 37% higher than the original ratio. The Dow trades for about 18 times earnings, up only 13% from five years ago.</p><p>Amazon, Alphabet, or Tesla would have juiced the Dow’s performance all by themselves. Those three stocks gained 290%, 239% and 1,820% cumulatively over the past five years, respectively.</p><p>If Tesla was in the Dow, the index would be trading for 24 times earnings, up from 18 times. The average market cap of a Dow component would be about $415 billion, up from roughly $210 billion currently. And expected 2022 earnings growth would be roughly 9%, up from about 6%.</p><p>The rough numbers if Alphabet was added would be 21 times, $443 billion and expected earnings growth of 8%. The rough numbers if Amazon was added would be 22 times, $436 billion and about 8% earnings growth.</p><p>How much does joining the Dow matter for a stock? The answer is not much.</p><p>That is because more than $13 trillion in investment dollars are indexed to or benchmarked against the S&amp;P 500. The number for the Dow is about $37 billion.</p><p>S&amp;P addition normally pushes up a share price. All three companies splitting their stocks are already in the S&amp;P.</p></body></html>","source":"lsy1610680873436","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, Alphabet, and Amazon Are Planning Stock Splits. Will That Help Them Join the Dow? </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, Alphabet, and Amazon Are Planning Stock Splits. Will That Help Them Join the Dow? \n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-29 13:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-alphabet-amazon-stock-splits-dow-jones-industrial-average-51648498693?mod=hp_DAY_0><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla announced plans to split its stock Monday. That comes after recent split announcements from Amazon.com and Google parent Alphabet.Splits lower the price of a single share. And that means the ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-alphabet-amazon-stock-splits-dow-jones-industrial-average-51648498693?mod=hp_DAY_0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","GOOG":"谷歌","TSLA":"特斯拉","GOOGL":"谷歌A"},"source_url":"https://www.barrons.com/articles/tesla-alphabet-amazon-stock-splits-dow-jones-industrial-average-51648498693?mod=hp_DAY_0","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186999994","content_text":"Tesla announced plans to split its stock Monday. That comes after recent split announcements from Amazon.com and Google parent Alphabet.Splits lower the price of a single share. And that means the price-weighted Dow Jones Industrial Average could pick up a mega capitalization growth stock if it wants to. The question for investors is will it?The answer is there is no way to know if the Dow will pick up one of these tech behemoths. S&P Dow Jones Indices–the company that runs the S&P and the Dow–declined to comment on any pending changes, adding there is no fixed schedule for index changes.It provided part of its published methodology about Dow construction in an email: “While [Dow] stock selection is not governed by quantitative rules, a stock typically is added only if the company has an excellent reputation, demonstrates sustained growth and is of interest to a large number of investors.”The email goes on to point out that price is a factor in Dow construction. The Dow is a price-weighted index. The S&P 500is a market capitalization weighted index. More valuable companies have more weight in the S&P daily moves. By contrast, more valuable share prices have more weight in the Dow daily moves.The coming splits are why investors can have this debate at all. The Dow component with the highest stock price is currently UnitedHealth. Its shares trade for about $500. The Dow component with the lowest stock price is Walgreens Boots Alliance. Its shares trade for less than $50.By contrast, Tesla , Alphabet, and Amazon.com closed Monday at $1,091.84, $2,822.11, and $3,379.81 a share, respectively.A lack of growth stocks has hurt Dow performance in recent years. Over the past five years, the Dow is up about 69%, cumulatively. The S&P has gained about 94%. The Nasdaq Composite Indexhas gained 143%.Earnings growth explains part of the outperformance. In the Dow, aggregate index earnings have grown at about 9% a year on average for the past five years. The numbers for the S&P and Nasdaq are 13% and 18%, respectively.Valuation multiple expansion is also part of the outperformance of the growth-heavy Nasdaq. The Nasdaq traded for about 20 times estimated next year’s earnings five years ago. Now the Nasdaq PE ratio is almost 28 times, about 37% higher than the original ratio. The Dow trades for about 18 times earnings, up only 13% from five years ago.Amazon, Alphabet, or Tesla would have juiced the Dow’s performance all by themselves. Those three stocks gained 290%, 239% and 1,820% cumulatively over the past five years, respectively.If Tesla was in the Dow, the index would be trading for 24 times earnings, up from 18 times. The average market cap of a Dow component would be about $415 billion, up from roughly $210 billion currently. And expected 2022 earnings growth would be roughly 9%, up from about 6%.The rough numbers if Alphabet was added would be 21 times, $443 billion and expected earnings growth of 8%. The rough numbers if Amazon was added would be 22 times, $436 billion and about 8% earnings growth.How much does joining the Dow matter for a stock? The answer is not much.That is because more than $13 trillion in investment dollars are indexed to or benchmarked against the S&P 500. The number for the Dow is about $37 billion.S&P addition normally pushes up a share price. All three companies splitting their stocks are already in the S&P.","news_type":1},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091193115,"gmtCreate":1643794177541,"gmtModify":1676533857229,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582784322184490","authorIdStr":"3582784322184490"},"themes":[],"htmlText":"Can't say no to a stock split 😊😊😊","listText":"Can't say no to a stock split 😊😊😊","text":"Can't say no to a stock split 😊😊😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091193115","repostId":"1128267269","repostType":4,"repost":{"id":"1128267269","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":1643792753,"share":"https://ttm.financial/m/news/1128267269?lang=&edition=fundamental","pubTime":"2022-02-02 17:05","market":"us","language":"en","title":"Alphabet shares rose 10% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1128267269","media":"Tiger Newspress","summary":"Alphabet shares rose 10% in premarket trading.Google parent Alphabet beat fourth-quarter sales expec","content":"<html><head></head><body><p>Alphabet shares rose 10% in premarket trading.<img src=\"https://static.tigerbbs.com/5c3048b3da1fa6f1175516c0134604fe\" tg-width=\"705\" tg-height=\"597\" width=\"100%\" height=\"auto\"/>Google parent Alphabet beat fourth-quarter sales expectations on Tuesday as the search giant&#39;s internet advertising, cloud computing and hardware businesses benefited from holiday shopping.</p><p>The results were the latest to signal that the global trend toward a more digital economy has made Big Tech companies resistant to small-market shocks. While concerns about rising inflation, COVID-19 variants and supply-chain shortages have rattled Wall Street and affected sales at some businesses, the companies that control key gateways to the Web have not seen a dip since the early days of the pandemic.</p><p>Alphabet&#39;s overall quarterly sales jumped 32 per cent to US$75.3 billion, above the average estimate of US$72 billion among financial analysts tracked by Refinitiv. Total Google revenue was US$74.9 billion, above estimates of US$71.652 billion.</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>Alphabet shares rose 10% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet shares rose 10% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-02 17:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Alphabet shares rose 10% in premarket trading.<img src=\"https://static.tigerbbs.com/5c3048b3da1fa6f1175516c0134604fe\" tg-width=\"705\" tg-height=\"597\" width=\"100%\" height=\"auto\"/>Google parent Alphabet beat fourth-quarter sales expectations on Tuesday as the search giant&#39;s internet advertising, cloud computing and hardware businesses benefited from holiday shopping.</p><p>The results were the latest to signal that the global trend toward a more digital economy has made Big Tech companies resistant to small-market shocks. While concerns about rising inflation, COVID-19 variants and supply-chain shortages have rattled Wall Street and affected sales at some businesses, the companies that control key gateways to the Web have not seen a dip since the early days of the pandemic.</p><p>Alphabet&#39;s overall quarterly sales jumped 32 per cent to US$75.3 billion, above the average estimate of US$72 billion among financial analysts tracked by Refinitiv. Total Google revenue was US$74.9 billion, above estimates of US$71.652 billion.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128267269","content_text":"Alphabet shares rose 10% in premarket trading.Google parent Alphabet beat fourth-quarter sales expectations on Tuesday as the search giant's internet advertising, cloud computing and hardware businesses benefited from holiday shopping.The results were the latest to signal that the global trend toward a more digital economy has made Big Tech companies resistant to small-market shocks. While concerns about rising inflation, COVID-19 variants and supply-chain shortages have rattled Wall Street and affected sales at some businesses, the companies that control key gateways to the Web have not seen a dip since the early days of the pandemic.Alphabet's overall quarterly sales jumped 32 per cent to US$75.3 billion, above the average estimate of US$72 billion among financial analysts tracked by Refinitiv. Total Google revenue was US$74.9 billion, above estimates of US$71.652 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090624671,"gmtCreate":1643172356238,"gmtModify":1676533781797,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582784322184490","authorIdStr":"3582784322184490"},"themes":[],"htmlText":"They've BOTH&nbsp;already won.","listText":"They've BOTH&nbsp;already won.","text":"They've BOTH already won.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090624671","repostId":"1191124359","repostType":2,"repost":{"id":"1191124359","kind":"news","pubTimestamp":1643156453,"share":"https://ttm.financial/m/news/1191124359?lang=&edition=fundamental","pubTime":"2022-01-26 08:20","market":"us","language":"en","title":"Cathie Wood vs. Warren Buffett: Who Will Win in 2022?","url":"https://stock-news.laohu8.com/highlight/detail?id=1191124359","media":"TheStreet","summary":"Cathie Wood's Ark Innovation exchange-traded fund soared in 2020 thanks to its focus on technology a","content":"<html><head></head><body><p>Cathie Wood&#39;s Ark Innovation exchange-traded fund soared in 2020 thanks to its focus on technology and growth stocks. But now Berkshire Hathaway is gaining on ARKK.</p><p>Ark Invest CEO Cathie Wood specializes in finding high-growth technology stocks. Her Ark Innovation ETF soared in 2020 as tech companies like Tesla made huge gains.</p><p>However, high-growth tech stocks have fallen out of favor in recent months. With potential Federal Reserve interest rate hikes on the horizon, investors are looking for safety, rather than volatility. They&#39;re becoming wary of growth stocks, whose valuations are often stretched.</p><p>With such a shift in investor mindset, it&#39;s no surprise that Warren Buffett&#39;s Berkshire Hathaway is on the rise. Buffett is a dyed-in-the-wool value investor. Through his holding company, he invests only in companies with strong fundamentals and earnings potential.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16464995522f4ba8e5ac1a5f673a67d9\" tg-width=\"1240\" tg-height=\"698\" width=\"100%\" height=\"auto\"/><span>Figure 1: Cathie Wood vs. Warren Buffett: Who Will Win in 2022?</span></p><p><b>Ark Innovation: Shoot for the Moon</b></p><p>A year ago, super-investor Cathie Wood and her Ark Innovation fund were the toast of Wall Street. The ETF had gained roughly 170% since the start of the pandemic.</p><p>But since reaching an all-time high in February 2021, the ARK Innovation ETF has fallen more than 54%. The ETF hit a fresh 52-week low around $71 per share on January 21.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a34b2b52e141088528b4981de8c80c0\" tg-width=\"958\" tg-height=\"404\" width=\"100%\" height=\"auto\"/><span>Figure 2: ARKK vs. SPY performance.</span></p><p>Besides Tesla, two of ARKK&#39;s top holdings were pandemic-era plays. Zoom was a pandemic darling through the stay-at-home trend. And Teladoc&#39;s remote medical services also benefited greatly from the pandemic.</p><p>Now that doctor&#39;s offices are reopening and employees are returning to work, these businesses — and their stocks — have fallen out of favor. And the other growth stocks in the ARKK portfolio have been hurt by macroeconomic uncertainty, impending interest rate hikes, and anti-risk investor sentiment.</p><p>But Cathie Wood&#39;s picks have great future potential. Even with their valuations stretched in the short term, we can justify long-term investments. Just don&#39;t look for them to repeat their historical peaks anytime soon.</p><p><b>Berkshire Hathaway: Get Rich Slowly</b></p><p>It&#39;s hard to dispute the Berkshire Hathaway strategy. Led by 91-year-old investing legend Warren Buffett, the holding company has had a successful track record that shows little sign of stopping, even though it&#39;s underperformed the benchmark since 2020.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8931319618cb1ad19db83d84250ce3a7\" tg-width=\"1229\" tg-height=\"532\" width=\"100%\" height=\"auto\"/><span>Figure 3: BRK (red), SPY (purple) and ARKK (blue) performance.</span></p><p>Apple — the world&#39;s largest company by market cap — is Berkshire Hathaway&#39;s biggest holding, at nearly 50%. That&#39;s followed by Bank of America, American Express, and Coca-Cola. These are not growth stocks, Instead, they are companies with solid fundamentals that pay dividends and have cash to spare to generate value for shareholders.</p><p>Throughout the years, Buffett has been also a strong bull on the American economy. Thanks to his decades of experience, he is able to see the U.S. economy&#39;s resilience and strength — compared to other economies around the globe — as a key to his successful investing track record.</p><p>Buffett believes that long-term growth in companies with solid fundamentals will inevitably generate value for their investors in different market cycles. Some of his notorious quotes, such as “Someone is sitting in the shade today because someone planted a tree a long time ago” and “If you aren’t willing to own a stock for 10 years, don’t even think about owning it for 10 minutes,” reinforces his long-term view.</p><p><b>Wood vs. Buffett: Who&#39;s the Winner?</b></p><p>We&#39;d say Warren Buffett is the winner here. He has managed to beat the market in difficult times, even if he has underperformed the market during periods of explosive growth.</p><p>Cathie Wood&#39;s philosophy has many good points. But managing a high-risk portfolio is like walking a tightrope without a net. Although the Ark Innovation ETF has shown investors high rewards, it&#39;s not without high risk.</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>Cathie Wood vs. Warren Buffett: Who Will Win in 2022?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood vs. Warren Buffett: Who Will Win in 2022?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-26 08:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/memestocks/reddit-trends/cathie-wood-vs-warren-buffett-who-will-win-in-2022><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood's Ark Innovation exchange-traded fund soared in 2020 thanks to its focus on technology and growth stocks. But now Berkshire Hathaway is gaining on ARKK.Ark Invest CEO Cathie Wood ...</p>\n\n<a href=\"https://www.thestreet.com/memestocks/reddit-trends/cathie-wood-vs-warren-buffett-who-will-win-in-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKF":"ARK Fintech Innovation ETF","ARKK":"ARK Innovation ETF","BRK.B":"伯克希尔B","ARKG":"ARK Genomic Revolution ETF","BRK.A":"伯克希尔"},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/cathie-wood-vs-warren-buffett-who-will-win-in-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191124359","content_text":"Cathie Wood's Ark Innovation exchange-traded fund soared in 2020 thanks to its focus on technology and growth stocks. But now Berkshire Hathaway is gaining on ARKK.Ark Invest CEO Cathie Wood specializes in finding high-growth technology stocks. Her Ark Innovation ETF soared in 2020 as tech companies like Tesla made huge gains.However, high-growth tech stocks have fallen out of favor in recent months. With potential Federal Reserve interest rate hikes on the horizon, investors are looking for safety, rather than volatility. They're becoming wary of growth stocks, whose valuations are often stretched.With such a shift in investor mindset, it's no surprise that Warren Buffett's Berkshire Hathaway is on the rise. Buffett is a dyed-in-the-wool value investor. Through his holding company, he invests only in companies with strong fundamentals and earnings potential.Figure 1: Cathie Wood vs. Warren Buffett: Who Will Win in 2022?Ark Innovation: Shoot for the MoonA year ago, super-investor Cathie Wood and her Ark Innovation fund were the toast of Wall Street. The ETF had gained roughly 170% since the start of the pandemic.But since reaching an all-time high in February 2021, the ARK Innovation ETF has fallen more than 54%. The ETF hit a fresh 52-week low around $71 per share on January 21.Figure 2: ARKK vs. SPY performance.Besides Tesla, two of ARKK's top holdings were pandemic-era plays. Zoom was a pandemic darling through the stay-at-home trend. And Teladoc's remote medical services also benefited greatly from the pandemic.Now that doctor's offices are reopening and employees are returning to work, these businesses — and their stocks — have fallen out of favor. And the other growth stocks in the ARKK portfolio have been hurt by macroeconomic uncertainty, impending interest rate hikes, and anti-risk investor sentiment.But Cathie Wood's picks have great future potential. Even with their valuations stretched in the short term, we can justify long-term investments. Just don't look for them to repeat their historical peaks anytime soon.Berkshire Hathaway: Get Rich SlowlyIt's hard to dispute the Berkshire Hathaway strategy. Led by 91-year-old investing legend Warren Buffett, the holding company has had a successful track record that shows little sign of stopping, even though it's underperformed the benchmark since 2020.Figure 3: BRK (red), SPY (purple) and ARKK (blue) performance.Apple — the world's largest company by market cap — is Berkshire Hathaway's biggest holding, at nearly 50%. That's followed by Bank of America, American Express, and Coca-Cola. These are not growth stocks, Instead, they are companies with solid fundamentals that pay dividends and have cash to spare to generate value for shareholders.Throughout the years, Buffett has been also a strong bull on the American economy. Thanks to his decades of experience, he is able to see the U.S. economy's resilience and strength — compared to other economies around the globe — as a key to his successful investing track record.Buffett believes that long-term growth in companies with solid fundamentals will inevitably generate value for their investors in different market cycles. Some of his notorious quotes, such as “Someone is sitting in the shade today because someone planted a tree a long time ago” and “If you aren’t willing to own a stock for 10 years, don’t even think about owning it for 10 minutes,” reinforces his long-term view.Wood vs. Buffett: Who's the Winner?We'd say Warren Buffett is the winner here. He has managed to beat the market in difficult times, even if he has underperformed the market during periods of explosive growth.Cathie Wood's philosophy has many good points. But managing a high-risk portfolio is like walking a tightrope without a net. Although the Ark Innovation ETF has shown investors high rewards, it's not without high risk.","news_type":1},"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051663388,"gmtCreate":1654685113644,"gmtModify":1676535491587,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582784322184490","authorIdStr":"3582784322184490"},"themes":[],"htmlText":"I mean if you want to get washed out in a pump and dump by Goldman, go ahead","listText":"I mean if you want to get washed out in a pump and dump by Goldman, go ahead","text":"I mean if you want to get washed out in a pump and dump by Goldman, go ahead","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051663388","repostId":"2241839291","repostType":2,"repost":{"id":"2241839291","kind":"highlight","pubTimestamp":1654701621,"share":"https://ttm.financial/m/news/2241839291?lang=&edition=fundamental","pubTime":"2022-06-08 23:20","market":"us","language":"en","title":"Goldman Sachs: Buy These 2 Stocks Before They Surge Over 40%","url":"https://stock-news.laohu8.com/highlight/detail?id=2241839291","media":"TipRanks","summary":"Uncertainty has been the name of the game in 2022. A combination of negative macro developments – a ","content":"<div>\n<p>Uncertainty has been the name of the game in 2022. A combination of negative macro developments – a slowing global economy, the geopolitical ramifications following Russia’s invasion of Ukraine and - ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/goldman-sachs-buy-these-2-stocks-before-they-surge-over-40/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sachs: Buy These 2 Stocks Before They Surge Over 40%</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\">\nGoldman Sachs: Buy These 2 Stocks Before They Surge Over 40%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-08 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/goldman-sachs-buy-these-2-stocks-before-they-surge-over-40/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Uncertainty has been the name of the game in 2022. A combination of negative macro developments – a slowing global economy, the geopolitical ramifications following Russia’s invasion of Ukraine and - ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/goldman-sachs-buy-these-2-stocks-before-they-surge-over-40/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LULU":"lululemon athletica","BK4504":"桥水持仓","PSTG":"Pure Storage Inc","BK4552":"Archegos爆仓风波概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4127":"投资银行业与经纪业","BK4550":"红杉资本持仓"},"source_url":"https://www.tipranks.com/news/article/goldman-sachs-buy-these-2-stocks-before-they-surge-over-40/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2241839291","content_text":"Uncertainty has been the name of the game in 2022. A combination of negative macro developments – a slowing global economy, the geopolitical ramifications following Russia’s invasion of Ukraine and - possibly most of all - the prospect of the Fed seriously tightening its monetary policy to combat inflation – have all been weighing heavily on investors’ minds.That doesn’t necessarily mean there aren’t good opportunities to take advantage of right now. The analysts at banking giant Goldman Sachs have pinpointed two names which have recently outperformed market expectations and which they believe are set to surge ahead even in the face of the unhospitable current environment – by the order of 40% or more.We ran both tickers through the TipRanks database to see what the rest of the Street has in mind for the pair. Let’s take a look at the findings.Pure Storage The first stock on Goldman Sachs' radar is Pure Storage, a provider of various data storage products. The company’s flash-based solutions come both in software and hardware form and are used in data centers. The company began by using third-party solid-state drives (SSDs) for its storage solutions. However, its own proprietary hardware soon replaced those SSDs and the company also brought into the market integrated deduplication, compression, and artificial intelligence software to help businesses conserve space and set up their devices properly.Pure Storage has formed a strong partnership with Meta, having assisted in the development of the initial version of its AI research infrastructure in 2017. Since then, the pair have continued working together and earlier this year the two began a collaboration on Meta's new AI Research SuperCluster (RSC), which Meta claims will be the fastest AI supercomputer in the world.Like most tech stocks, Pure has found 2022 hard going but that hasn’t stopped the company from delivering the goods in its latest quarterly report.In F1Q23, revenue rose by 50.3% year-over-year to reach $620.4 million, handily beating the $521.74 million Wall Street expected. Similarly, on the bottom-line, adj. EPS of $0.25 came in well above the $0.05 consensus estimate. The company delivered on the outlook too, expecting revenue of roughly $635 Million in FQ2 vs. consensus at $604.64 million. For the full year, sales are anticipated to reach $2.66 Billion. Analysts had that figure at $2.59 billion.Along with the company’s exemplary execution, it is the Meta collab which informs Goldman analyst Rod Hall’s bullish thesis.“We see this Meta opportunity as a strong revenue tailwind for Pure looking forward in FY’23. We also see ongoing strong results as an indication that Pure’s products are gaining an increasing following among enterprise and service provider customers,” the analyst opined. “At this point we see Pure’s supply management as superior to most other companies in our coverage in the IT hardware area.”The bullish comments underpin Hall’s Buy rating while his $50 price target makes room for one-year gains of 79%.Overall, PSTG has attracted a total of 10 analyst reviews recently, including 7 Buys and 3 Holds for a Moderate Buy consensus rating from the Street. PSTG shares are priced at $27.90 and have an average price target of $38, giving the stock a 36% upside on the one-year time frame.Lululemon Athletica From tech we will pivot over to an entirely different sector. Everyone knows Lululemon - the athleisure specialist. The company got its beginnings in 1998 as a yoga pants and other yoga clothing retailer, but has since evolved to include athletic wear, lifestyle clothes, personal care products and all manner of accessories. Lululemon now has over 570 stores spread across the globe while it has also built a strong online presence. In apparel, the company has been rated as the world's fourth most valuable brand.Lululemon was one of the Covid era stars as people stayed at home and slipped into more comfortable wear, while the company even managed to overcome the closure of physical stores by shifting sales online. While not immune to the market’s overall downturn, Lululemon appears to have managed well in the face of new challenges, namely the supply chain issues which have impacted so many in recent times. This was evident in the company’s latest earnings report - for F1Q22.Lululemon generated revenue of $1.6 billion, a 32% increase on the same period a year ago, while diluted EPS hit $1.48. Both were above the analysts’ forecast of $1.55 billion and $1.43, respectively. There was more good news for the outlook. For FQ2, Lululemon sees revenue coming in the range between $1.750 billion to $1.775 billion, above consensus of $1.73 billion. And the company also raised its revenue and EPS outlook for the full year.Surveying the print, Goldman Sachs analyst Brooke Roach is thoroughly impressed. She writes, “We come away from the quarter with increased conviction in LULU’s strong brand engine fueled by innovation. While industry cost pressures are weighing on margin flow-through (where airfreight pressures have lowered full year margin outlook modestly), we continue to see this idiosyncratic growth story as well-positioned to navigate a tough backdrop as the company has meaningful pricing power, strong consumer connection, and less exposure to inflating AUCs (average unit cost).”Accordingly, Roach rates the stock a Buy, backed by a $456 price target. Going by this target, shares are expected to climb 48% higher over the one-year timeframe.Looking at the consensus breakdown, the majority of analysts are bullish on LULU's prospects, too; 19 Buys and 7 Holds add up to a Moderate Buy consensus rating. The average price target of $409.69 suggests upside of ~34% in the year ahead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084688596,"gmtCreate":1650855889072,"gmtModify":1676534804406,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582784322184490","authorIdStr":"3582784322184490"},"themes":[],"htmlText":"How many people will buy in because of this?","listText":"How many people will buy in because of this?","text":"How many people will buy in because of this?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084688596","repostId":"2229419405","repostType":2,"repost":{"id":"2229419405","kind":"news","pubTimestamp":1650853161,"share":"https://ttm.financial/m/news/2229419405?lang=&edition=fundamental","pubTime":"2022-04-25 10:19","market":"us","language":"en","title":"Palantir: The Recovery Will Be Swift","url":"https://stock-news.laohu8.com/highlight/detail?id=2229419405","media":"seekingalpha","summary":"Michael Vi/iStock Editorial via Getty ImagesAt one point directly after its IPO, Palantir (NYSE:PLTR","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/6e55afba46da91024e894cba7d803410\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Michael Vi/iStock Editorial via Getty Images</p><p></p><p>At <a href=\"https://laohu8.com/S/AONE.U\">one</a> point directly after its IPO, Palantir (NYSE:PLTR) was one of the hottest trades on Wall Street. This secretive machine learning and big data stock had become a household name and saw its shares triple from its initial debut - but unsurprisingly, Palantir has also become one of the biggest victims of the recent tech crash.</p><p>Relative to highs above $35, Palantir has now given up two-thirds of its value, the equivalent of about $50 billion in market cap. Year to date alone, Palantir stock has shed 35%. While even I can&#39;t argue that Palantir had run a little hot last year and was in need of a slight correction, as usual poor sentiment has taken the crash too far - leaving Palantir in very buyable territory.</p><p></p><p><img src=\"https://static.tigerbbs.com/6eda4c8def524442f50bfb3d898f777d\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p></p><p>While Palantir has been one of the biggest holes in my portfolio this year, I remain <b>strongly bullish</b> on this stock and am invested for the long term. It&#39;s difficult to regard Palantir&#39;s venerable customer base, its best-of-breed series of both commercial and government products, and its visionary leadership and not conclude that Palantir will continue to dominate enterprise software over the next few decades.</p><p>There has been a lot of negativity around Palantir recently, but almost none of it is company-specific. It&#39;s all about de-risking portfolios and expensive valuations in the face of rising interest rates - which I view to be shorter-term arguments that don&#39;t in any way diminish the attractiveness of Palantir in the long run. This is a company that has claimed a $100+ billion TAM, with its main products each adding market opportunity and becoming behemoths in their own rights over time:</p><p></p><p><img src=\"https://static.tigerbbs.com/141948bb2e1e997bb4c74ba8f9b93eeb\" tg-width=\"640\" tg-height=\"350\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir TAM (Palantir Q4 investor deck)</p><p></p><p>Here&#39;s a rundown of the key pieces of the bullish thesis for Palantir:</p><ul><li><b>Big data is a massive discipline that can be applied in nearly limitless ways.</b> Palantir isn&#39;t a software company that serves only one or a limited set of use cases. Data and inferences that can be made from data are prevalent in just about everything: which explains why Palantir is such a powerful tool for both public and private sector clients.</li><li><b>Growth at scale.</b> Despite being at a ~$2 billion annual revenue scale, Palantir continues to deliver 30-40% y/y revenue growth, and its long-term outlook calls for the company to be able to sustain growth rates in excess of 30% y/y through at least 2025. Few companies are able to achieve this kind of growth at scale, and it&#39;s a testament to the wide applicability of Palantir&#39;s products and the humongous clientele it has drawn (in particular, the U.S. Army).</li><li><b>Stepping up go-to-market momentum.</b> Palantir is chasing growth across a wide variety of channels. The company has stepped up its sales hiring this year, a nod at the broad market opportunity it has and the need for more territory coverage. Palantir also has deepened relationships with ISVs (integrated service vendors) that can resell Palantir&#39;s products without its involvement and offer additional coverage that Palantir&#39;s direct sales force can&#39;t handle.</li><li><b>One foot in the public sector, one foot in private</b>. Palantir made its name on being a large federal government contractor, but its products are just as compelling to an enterprise segment that is growing ever more obsessed with the value of big data. Most software companies start off as primarily dealing with enterprise buyers, and then hopefully getting FedRAMP certification to sell into public sector clients later. Palantir did the reverse: but now, its momentum with Fortune 100 companies is continuing to grow, and customer adds are continuing to trend at an impressive pace.</li><li><b>Free cash flow. </b>Though not yet profitable from a GAAP standpoint, Palantir continues to exceed internal expectations for free cash flow, which means the business is self-financing (a departure from. many other rapid-growth software companies that continue to need to raise capital to finance their losses).</li></ul><p>Stay long here: Palantir is still a growth stock in the early days of becoming a tech mega-cap.</p><h2>Growth has sustained, thanks to commercial progress</h2><p>Palantir&#39;s original claim to fame, and the reason it attained its &#34;hush hush&#34; reputation in Silicon Valley, is that it was the software that helped the U.S. government track down Osama bin Laden. While Palantir made its reputation as a government contractor, and while government revenue and massive federal deals continue to forge the lion&#39;s share of Palantir&#39;s business, the company has been able to sustain its rapid growth rates primarily by boosting its commercial presence.</p><p>First, on overall growth: in Q4, Palantir&#39;s most recent quarter, the company grew revenue at a 34% y/y pace to $432.8 million, beating Wall Street&#39;s expectations of $418.1 million (+30% y/y) by a four-point margin. The Q4 earnings summary is shown below:</p><p></p><p><img src=\"https://static.tigerbbs.com/e512ff66f56152913be908f4d06cd3d2\" tg-width=\"640\" tg-height=\"394\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir Q4 results (Palantir Q4 earnings release)</p><p></p><p>Helping to index the company&#39;s growth rate upward has been its progress on the enterprise side. Palantir describes its enterprise software product, Palantir Foundry, as a product that is now as essential to modern enterprises as Amazon AWS was to building cloud applications. Foundry is an OS (operating system) product that helps integrate data to power applications and has thousands of use cases across all industries.</p><p>In Q4, US commercial revenue growth <b>accelerated for the third straight quarter to 132% y/y growth</b>. And at the end of 2021, Palantir counted 80 enterprise customers. Now, you can read that number two ways: you can be impressed that it represents 371% y/y growth, but you can also imagine there is still ample room for expansion into the rest of the Fortune 500.</p><p>U.S. enterprise revenue now also comprises 13% of total revenue:</p><p></p><p><img src=\"https://static.tigerbbs.com/abedba5c2813c73ae0c0d3644ca4cd7f\" tg-width=\"640\" tg-height=\"352\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir US commercial revenue progression (Palantir Q4 investor presentation)</p><p></p><p>Yet the company is preparing for even more growth on the enterprise side. It entered into 2021 with a <b>very lean sales headcount, </b>having only 12 total salespeople focused on U.S. enterprises. In 2021 the company made deep strides on sales hiring, which is now up to 80 strong. More importantly, however, the company enters into 2022 with 25 tenured salespeople, more than quadruple the year-ago quarter: allowing Palantir to cover far more breadth this year than last.</p><p></p><p><img src=\"https://static.tigerbbs.com/78ba646d08cb95ab32745b0088aa1b4c\" tg-width=\"640\" tg-height=\"316\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir sales headcount expansion (Palantir Q4 investor presentation)</p><p></p><p>Hiring, and growth overall, remain top of mind for Palantir execs. Per CEO Alex Karp&#39;s remarks on the most recent earnings call:</p><blockquote>We&#39;re in the market to hire aggressively across Palantir, honestly, mostly not salespeople because we believe we live and die based on our ability to build products of tomorrow delivered today.</blockquote><blockquote>But we&#39;re hiring -- going to hire in the range of 200 people. Hiring and getting value out of them are two different things. And so I think one of the things that we will see going forward is how do we play these salespeople, so that we can get as much lift from them as we&#39;re getting from the product itself. And we&#39;re at the beginning of that. And so it is the part to people we&#39;ve fully indoctrinated or as normal people might say, trained, are effective, but we&#39;ve never done this before. There will be -- that&#39;s a process, we&#39;re also looking at ways to learn from other companies, but that&#39;s going to happen over the next couple of years.&#34;</blockquote><h2>Profitability has made huge leaps</h2><p>In spite of Palantir&#39;s clear focus on growth, though, we can look across the entire spate of Palantir&#39;s profitability metrics and see marked improvement. Earlier on in the company&#39;s public debut, investors questioned Palantir&#39;s large GAAP losses and concluded that this was, like any other tech company, one that focused on growth at all costs. Now, we&#39;re not so sure that argument is valid.</p><p>First, a look at GAAP margins. GAAP operating margin in Q4 hit a record-high -14%, up <b>thirty-five points </b>from -49% in the year-ago quarter:</p><p></p><p><img src=\"https://static.tigerbbs.com/0bd4d857bb5a7558834c288c2f12e8fc\" tg-width=\"640\" tg-height=\"306\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir margin trends (Palantir Q4 investor presentation)</p><p></p><p>Similarly, adjusted EBITDA grew 13 points for the year FY21 to 32%, thirteen points better than in FY20:</p><p></p><p><img src=\"https://static.tigerbbs.com/58292146895f5be6ca2692c1d3d3c230\" tg-width=\"640\" tg-height=\"217\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir adjusted EBITDA (Palantir Q4 earnings release)</p><p></p><p>And lastly, Palantir generated $424.1 million in free cash flow in FY21, representing a rich 28% free cash flow margin - more than fifty points better than -25% in FY20.</p><p></p><p><img src=\"https://static.tigerbbs.com/acb7db7408229ac728bf88693bdf5b41\" tg-width=\"640\" tg-height=\"144\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir FCF (Palantir Q4 earnings release)</p><p></p><p>The chart below also showcases that, relative to many SaaS peers, Palantir&#39;s balance of growth plus FCF margin outranks most competitors:</p><p></p><p><img src=\"https://static.tigerbbs.com/432fed690595b676258a807bc0427934\" tg-width=\"640\" tg-height=\"351\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir growth + FCF (Palantir Q4 investor presentation)</p><p></p><p>With this year&#39;s market landscape so focused on safety and profitability, Palantir&#39;s huge improvements on profitability have given investors <b>exactly </b>the remedy to one of their biggest concerns - and yet, the stock has still slid.</p><h2>Valuation and key takeaways</h2><p>At current share prices near $12, Palantir trades at a $25.17 billion market cap. After netting off the $2.52 billion of cash on the company&#39;s most recent balance sheet, its <b>enterprise value goes to $22.64 billion</b>.</p><p>Meanwhile, Wall Street analysts are calling for $2.01 billion in consensus revenue for the year FY22, representing 30% y/y growth (considering Karp has committed to &#34;at least&#34; 30% growth through FY25, it&#39;s highly likely that Palantir&#39;s actual growth for the year will land several points higher). Still, if we take that consensus at face value, Palantir trades at <b>11.3x EV/FY22 revenue </b>- still not cheap by any measure, but less than half of Palantir&#39;s peak multiples in the mid-20s.</p><p>I continue to view the current slide as a once-in-a-lifetime opportunity to buy a transformational tech company that is still early on in its path to becoming a tech mega-cap. Stay long here, be patient, and wait for a rebound that I expect will be a swift upward shot.</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>Palantir: The Recovery Will Be Swift</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: The Recovery Will Be Swift\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-25 10:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4503192-palantir-recovery-swift><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Michael Vi/iStock Editorial via Getty ImagesAt one point directly after its IPO, Palantir (NYSE:PLTR) was one of the hottest trades on Wall Street. This secretive machine learning and big data stock ...</p>\n\n<a href=\"https://seekingalpha.com/article/4503192-palantir-recovery-swift\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4543":"AI","BK4023":"应用软件","BK4547":"WSB热门概念","PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4503192-palantir-recovery-swift","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2229419405","content_text":"Michael Vi/iStock Editorial via Getty ImagesAt one point directly after its IPO, Palantir (NYSE:PLTR) was one of the hottest trades on Wall Street. This secretive machine learning and big data stock had become a household name and saw its shares triple from its initial debut - but unsurprisingly, Palantir has also become one of the biggest victims of the recent tech crash.Relative to highs above $35, Palantir has now given up two-thirds of its value, the equivalent of about $50 billion in market cap. Year to date alone, Palantir stock has shed 35%. While even I can't argue that Palantir had run a little hot last year and was in need of a slight correction, as usual poor sentiment has taken the crash too far - leaving Palantir in very buyable territory.Data by YChartsWhile Palantir has been one of the biggest holes in my portfolio this year, I remain strongly bullish on this stock and am invested for the long term. It's difficult to regard Palantir's venerable customer base, its best-of-breed series of both commercial and government products, and its visionary leadership and not conclude that Palantir will continue to dominate enterprise software over the next few decades.There has been a lot of negativity around Palantir recently, but almost none of it is company-specific. It's all about de-risking portfolios and expensive valuations in the face of rising interest rates - which I view to be shorter-term arguments that don't in any way diminish the attractiveness of Palantir in the long run. This is a company that has claimed a $100+ billion TAM, with its main products each adding market opportunity and becoming behemoths in their own rights over time:Palantir TAM (Palantir Q4 investor deck)Here's a rundown of the key pieces of the bullish thesis for Palantir:Big data is a massive discipline that can be applied in nearly limitless ways. Palantir isn't a software company that serves only one or a limited set of use cases. Data and inferences that can be made from data are prevalent in just about everything: which explains why Palantir is such a powerful tool for both public and private sector clients.Growth at scale. Despite being at a ~$2 billion annual revenue scale, Palantir continues to deliver 30-40% y/y revenue growth, and its long-term outlook calls for the company to be able to sustain growth rates in excess of 30% y/y through at least 2025. Few companies are able to achieve this kind of growth at scale, and it's a testament to the wide applicability of Palantir's products and the humongous clientele it has drawn (in particular, the U.S. Army).Stepping up go-to-market momentum. Palantir is chasing growth across a wide variety of channels. The company has stepped up its sales hiring this year, a nod at the broad market opportunity it has and the need for more territory coverage. Palantir also has deepened relationships with ISVs (integrated service vendors) that can resell Palantir's products without its involvement and offer additional coverage that Palantir's direct sales force can't handle.One foot in the public sector, one foot in private. Palantir made its name on being a large federal government contractor, but its products are just as compelling to an enterprise segment that is growing ever more obsessed with the value of big data. Most software companies start off as primarily dealing with enterprise buyers, and then hopefully getting FedRAMP certification to sell into public sector clients later. Palantir did the reverse: but now, its momentum with Fortune 100 companies is continuing to grow, and customer adds are continuing to trend at an impressive pace.Free cash flow. Though not yet profitable from a GAAP standpoint, Palantir continues to exceed internal expectations for free cash flow, which means the business is self-financing (a departure from. many other rapid-growth software companies that continue to need to raise capital to finance their losses).Stay long here: Palantir is still a growth stock in the early days of becoming a tech mega-cap.Growth has sustained, thanks to commercial progressPalantir's original claim to fame, and the reason it attained its \"hush hush\" reputation in Silicon Valley, is that it was the software that helped the U.S. government track down Osama bin Laden. While Palantir made its reputation as a government contractor, and while government revenue and massive federal deals continue to forge the lion's share of Palantir's business, the company has been able to sustain its rapid growth rates primarily by boosting its commercial presence.First, on overall growth: in Q4, Palantir's most recent quarter, the company grew revenue at a 34% y/y pace to $432.8 million, beating Wall Street's expectations of $418.1 million (+30% y/y) by a four-point margin. The Q4 earnings summary is shown below:Palantir Q4 results (Palantir Q4 earnings release)Helping to index the company's growth rate upward has been its progress on the enterprise side. Palantir describes its enterprise software product, Palantir Foundry, as a product that is now as essential to modern enterprises as Amazon AWS was to building cloud applications. Foundry is an OS (operating system) product that helps integrate data to power applications and has thousands of use cases across all industries.In Q4, US commercial revenue growth accelerated for the third straight quarter to 132% y/y growth. And at the end of 2021, Palantir counted 80 enterprise customers. Now, you can read that number two ways: you can be impressed that it represents 371% y/y growth, but you can also imagine there is still ample room for expansion into the rest of the Fortune 500.U.S. enterprise revenue now also comprises 13% of total revenue:Palantir US commercial revenue progression (Palantir Q4 investor presentation)Yet the company is preparing for even more growth on the enterprise side. It entered into 2021 with a very lean sales headcount, having only 12 total salespeople focused on U.S. enterprises. In 2021 the company made deep strides on sales hiring, which is now up to 80 strong. More importantly, however, the company enters into 2022 with 25 tenured salespeople, more than quadruple the year-ago quarter: allowing Palantir to cover far more breadth this year than last.Palantir sales headcount expansion (Palantir Q4 investor presentation)Hiring, and growth overall, remain top of mind for Palantir execs. Per CEO Alex Karp's remarks on the most recent earnings call:We're in the market to hire aggressively across Palantir, honestly, mostly not salespeople because we believe we live and die based on our ability to build products of tomorrow delivered today.But we're hiring -- going to hire in the range of 200 people. Hiring and getting value out of them are two different things. And so I think one of the things that we will see going forward is how do we play these salespeople, so that we can get as much lift from them as we're getting from the product itself. And we're at the beginning of that. And so it is the part to people we've fully indoctrinated or as normal people might say, trained, are effective, but we've never done this before. There will be -- that's a process, we're also looking at ways to learn from other companies, but that's going to happen over the next couple of years.\"Profitability has made huge leapsIn spite of Palantir's clear focus on growth, though, we can look across the entire spate of Palantir's profitability metrics and see marked improvement. Earlier on in the company's public debut, investors questioned Palantir's large GAAP losses and concluded that this was, like any other tech company, one that focused on growth at all costs. Now, we're not so sure that argument is valid.First, a look at GAAP margins. GAAP operating margin in Q4 hit a record-high -14%, up thirty-five points from -49% in the year-ago quarter:Palantir margin trends (Palantir Q4 investor presentation)Similarly, adjusted EBITDA grew 13 points for the year FY21 to 32%, thirteen points better than in FY20:Palantir adjusted EBITDA (Palantir Q4 earnings release)And lastly, Palantir generated $424.1 million in free cash flow in FY21, representing a rich 28% free cash flow margin - more than fifty points better than -25% in FY20.Palantir FCF (Palantir Q4 earnings release)The chart below also showcases that, relative to many SaaS peers, Palantir's balance of growth plus FCF margin outranks most competitors:Palantir growth + FCF (Palantir Q4 investor presentation)With this year's market landscape so focused on safety and profitability, Palantir's huge improvements on profitability have given investors exactly the remedy to one of their biggest concerns - and yet, the stock has still slid.Valuation and key takeawaysAt current share prices near $12, Palantir trades at a $25.17 billion market cap. After netting off the $2.52 billion of cash on the company's most recent balance sheet, its enterprise value goes to $22.64 billion.Meanwhile, Wall Street analysts are calling for $2.01 billion in consensus revenue for the year FY22, representing 30% y/y growth (considering Karp has committed to \"at least\" 30% growth through FY25, it's highly likely that Palantir's actual growth for the year will land several points higher). Still, if we take that consensus at face value, Palantir trades at 11.3x EV/FY22 revenue - still not cheap by any measure, but less than half of Palantir's peak multiples in the mid-20s.I continue to view the current slide as a once-in-a-lifetime opportunity to buy a transformational tech company that is still early on in its path to becoming a tech mega-cap. Stay long here, be patient, and wait for a rebound that I expect will be a swift upward shot.","news_type":1},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}