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11-02

$Intel(INTC)$ Warren Buffett once said that it's wise for investors “to be fearful when others are greedy and to be greedy only when others are fearful.” This statement is somewhat of a contrarian view of stock markets that relates directly to the price of an asset. Golden Reminder ,

2023-01-02

👍 👌 🙆‍♀️ 🆗️

XPeng Announces Just Under Double Increase in December Delivery

02-11

Huat Ar everyone!!! Dragon🐉🐉🐉🐉 Year ,All Huat Big time !!!!!💪💪💪💪💪

02-16

Huat Ar!!!!!!!!

2023-03-09

POwer...

2 Exceptional Growth Stocks That Could Jump 37.6% to 40.2% Higher, According to Wall Street

2023-01-23

POwer upz!!!

Tesla Is Last Stronghold for Investors Buying the Dip in Tech Stocks

2023-03-21

Surge!!!! Squeeze !!

Interest Rates May Surge As The Short Squeeze Nears Its End

2023-01-14

Let's watch out for apple to be expected to drop below 100??

3 Warren Buffett Stocks to Avoid Like the Plague in 2023

2022-12-05

Write out contributed by fool.com....hopefully won't make us a fool...[LOL]

3 Stocks Warren Buffett Is Likely Buying in December

2023-03-13

What's next for the market???

SVB Fallout, Inflation, Retail Sales: What to Know This Week

2022-11-17

CRYpto makes pple Cry liao.....siao liao

They Pulled Money Out of FTX at Last Minute Before Its Bankruptcy: "Thank God I Dodged It Twice"

2022-12-27

Swee...better 2023 for all!!![Heart] [Heart] [Heart] [Heart]

Apple Down 25%, Meta 65%, Amazon 49% As Tech Stocks Hit Rough Patch In 2022: 4 Factors That Could Work In Sector's Favor In 2023

2022-10-14

Brazil have fine 🍎🍏🍎🍏!!!Wonder is Brazil apple juicy and crunchy[Happy] [Happy]

Brazil Court Fines Apple, Orders to Sell IPhone With Charger

2023-01-25

Fool.com.,one moment u said apple will drop...the other moment u said is no brainer buy..... Fool.com>>>stop fooling aroundwith it leh.....

2 No-Brainer Growth Stocks to Buy in 2023

2023-01-25

Ok

Microsoft Stock Turns Negative After Forecast Misses, CFO Warns About Deceleration

2022-12-02

How come....

Hot Chinese ADRs Rallied in Morning Trading

2022-10-27

👍👍👍👍👍👍👍👍

Apple, Amazon, Meta And More: U.S. Stocks To Watch

2023-03-20

POwer up!!!

Microsoft: Resiliency Amidst Turmoil Will Be Rewarded

2022-11-24

Power!!

Down More Than 50% From Their Highs, Are Lucid, Rivian, Nio, and Tesla Buys for 2023?

2022-11-19

Ok

Sea Limited: Profitability May Be Around The Corner

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a> Warren Buffett once said that it's wise for investors “to be fearful when others are greedy and to be greedy only when others are fearful.” This statement is somewhat of a contrarian view of stock markets that relates directly to the price of an asset. Golden Reminder ,","listText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a> Warren Buffett once said that it's wise for investors “to be fearful when others are greedy and to be greedy only when others are fearful.” This statement is somewhat of a contrarian view of stock markets that relates directly to the price of an asset. Golden Reminder ,","text":"$Intel(INTC)$ Warren Buffett once said that it's wise for investors “to be fearful when others are greedy and to be greedy only when others are fearful.” This statement is somewhat of a contrarian view of stock markets that relates directly to the price of an asset. Golden Reminder ,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":27,"commentSize":0,"repostSize":15,"link":"https://ttm.financial/post/366411495125320","isVote":1,"tweetType":1,"viewCount":1055,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":274608226791560,"gmtCreate":1708080963995,"gmtModify":1708080969971,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"Huat Ar!!!!!!!!","listText":"Huat Ar!!!!!!!!","text":"Huat Ar!!!!!!!!","images":[{"img":"https://community-static.tradeup.com/news/31127e6a14028777cc1581510aa0df6b"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274608226791560","isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":272669051461752,"gmtCreate":1707607376201,"gmtModify":1707607380721,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"Huat Ar everyone!!! Dragon🐉🐉🐉🐉 Year ,All Huat Big time !!!!!💪💪💪💪💪","listText":"Huat Ar everyone!!! Dragon🐉🐉🐉🐉 Year ,All Huat Big time !!!!!💪💪💪💪💪","text":"Huat Ar everyone!!! Dragon🐉🐉🐉🐉 Year ,All Huat Big time !!!!!💪💪💪💪💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/272669051461752","isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257223828480000,"gmtCreate":1703832669064,"gmtModify":1703832673333,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"Hoot hoot !!!up. Up up!","listText":"Hoot hoot !!!up. Up up!","text":"Hoot hoot !!!up. Up up!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257223828480000","isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":235582064345208,"gmtCreate":1698548016661,"gmtModify":1698548021175,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"Blessed Halloween to Tiger and All! Hope all will have a shocking raise(Halloween) in the earning !!!","listText":"Blessed Halloween to Tiger and All! Hope all will have a shocking raise(Halloween) in the earning !!!","text":"Blessed Halloween to Tiger and All! Hope all will have a shocking raise(Halloween) in the earning !!!","images":[{"img":"https://community-static.tradeup.com/news/fb7fceee975727fae7e0f0aa68e18609","width":"1290","height":"2796"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/235582064345208","isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":224072742813864,"gmtCreate":1695742841307,"gmtModify":1695742843928,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a>Hoot arh!!!!!","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a>Hoot arh!!!!!","text":"$Sea Ltd(SE)$ Hoot arh!!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/224072742813864","isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":208894349992048,"gmtCreate":1692023562141,"gmtModify":1692023565425,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a>Hoot Arh!!!! All out!!!!!!","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a>Hoot Arh!!!! All out!!!!!!","text":"$Sea Ltd(SE)$ Hoot Arh!!!! All out!!!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/208894349992048","isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3586594264569490","authorId":"3586594264569490","name":"Apestronk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"idStr":"3586594264569490","authorIdStr":"3586594264569490"},"content":"Feel like all out also but I am a bit scared. SEA ltd is too violatile hahah!","text":"Feel like all out also but I am a bit scared. SEA ltd is too violatile hahah!","html":"Feel like all out also but I am a bit scared. SEA ltd is too violatile hahah!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943450713,"gmtCreate":1679649222433,"gmtModify":1679649226936,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"Jump jump jump!!!!!","listText":"Jump jump jump!!!!!","text":"Jump jump jump!!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943450713","repostId":"1135880639","repostType":2,"repost":{"id":"1135880639","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":1679649049,"share":"https://ttm.financial/m/news/1135880639?lang=&edition=fundamental","pubTime":"2023-03-24 17:10","market":"us","language":"en","title":"Virgin Orbit Shares Jump 14% As Space Startup in Talks With Potential Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=1135880639","media":"Tiger Newspress","summary":"Virgin Orbit shares jumped 14% in premarket trading Friday as space startup in talks with potential ","content":"<html><head></head><body><p>Virgin Orbit shares jumped 14% in premarket trading Friday as space startup in talks with potential investors.</p><p><img src=\"https://static.tigerbbs.com/fffcfa35ada695ad5a21b152395dacae\" tg-width=\"826\" tg-height=\"618\" width=\"100%\" height=\"auto\"/></p><p>Billionaire Richard Branson&#39;s cash-strapped satellite launch company Virgin Orbit Holdings said on Thursday it is in talks with &#34;interested parties&#34; about an investment in the company.</p><p>Reuters reported on Wednesday that Texas venture capital investor Matthew Brown was nearing a deal to invest $200 million in the space startup via a private share placement, citing a term sheet Reuters had seen.</p><p>&#34;As we disclosed on March 16, the company has taken cash preservation measures as it explores strategic options to secure Virgin Orbit&#39;s future,&#34; Virgin Orbit said in a statement.</p><p>&#34;The company can confirm that it is in discussions with interested parties about a potential investment in the company,&#34; Virgin Orbit added. &#34;Beyond this, we will not comment on market rumors.&#34;</p><p>Without elaborating, Virgin Orbit also acknowledged comments made by Brown on a Thursday interview with CNBC TV.</p><p>Brown confirmed on CNBC he wants to buy Virgin in a deal he hopes to close by the end of Friday.</p><p>&#34;We are in active discussions. In fact, I would say final discussions with the company,&#34; Brown told CNBC. &#34;We like the company and we fully plan on transacting with the company within the next 24 hours.&#34;</p><p>Brown, who describes himself as a &#34;space enthusiast&#34; who has invested in more than 13 space companies, told CNBC he would own Virgin Orbit if the deal closes.</p><p>He did not confirm the contemplated investment amount, but said the deal would &#34;inject enough capital to make (Virgin Orbit) cash-flow positive.&#34;</p><p>Brown also told CNBC he liked Virgin Orbit&#39;s business model. The company launches a rocket carrying a satellite from the wing of a Boeing 747, rather than launching from the ground, allowing for quicker launches according to the company.</p><p>Brown could not immediately be reached by Reuters to comment.</p><p>A deal would be a boost of confidence for a company that has grappled with dwindling cash and mounting losses in recent quarters in a highly competitive market.</p><p>Virgin Orbit said on Wednesday it would resume operations on Thursday and prepare for its next mission by recalling some employees.</p><p>Virgin Orbit&#39;s market capitalization slumped to a record low of $150 million on Tuesday before reports about Brown emerged from more than $3 billion two years ago when it went public through a blank-check deal. On Thursday afternoon, the market capitalization was about $175 million.</p><p>The company, which received about $35 million of capital injections from Branson&#39;s Virgin Investments in recent months, said last week it was exploring options and was in talks for fresh funding.</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>Virgin Orbit Shares Jump 14% As Space Startup in Talks With Potential Investors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nVirgin Orbit Shares Jump 14% As Space Startup in Talks With Potential Investors\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\">2023-03-24 17:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Virgin Orbit shares jumped 14% in premarket trading Friday as space startup in talks with potential investors.</p><p><img src=\"https://static.tigerbbs.com/fffcfa35ada695ad5a21b152395dacae\" tg-width=\"826\" tg-height=\"618\" width=\"100%\" height=\"auto\"/></p><p>Billionaire Richard Branson&#39;s cash-strapped satellite launch company Virgin Orbit Holdings said on Thursday it is in talks with &#34;interested parties&#34; about an investment in the company.</p><p>Reuters reported on Wednesday that Texas venture capital investor Matthew Brown was nearing a deal to invest $200 million in the space startup via a private share placement, citing a term sheet Reuters had seen.</p><p>&#34;As we disclosed on March 16, the company has taken cash preservation measures as it explores strategic options to secure Virgin Orbit&#39;s future,&#34; Virgin Orbit said in a statement.</p><p>&#34;The company can confirm that it is in discussions with interested parties about a potential investment in the company,&#34; Virgin Orbit added. &#34;Beyond this, we will not comment on market rumors.&#34;</p><p>Without elaborating, Virgin Orbit also acknowledged comments made by Brown on a Thursday interview with CNBC TV.</p><p>Brown confirmed on CNBC he wants to buy Virgin in a deal he hopes to close by the end of Friday.</p><p>&#34;We are in active discussions. In fact, I would say final discussions with the company,&#34; Brown told CNBC. &#34;We like the company and we fully plan on transacting with the company within the next 24 hours.&#34;</p><p>Brown, who describes himself as a &#34;space enthusiast&#34; who has invested in more than 13 space companies, told CNBC he would own Virgin Orbit if the deal closes.</p><p>He did not confirm the contemplated investment amount, but said the deal would &#34;inject enough capital to make (Virgin Orbit) cash-flow positive.&#34;</p><p>Brown also told CNBC he liked Virgin Orbit&#39;s business model. The company launches a rocket carrying a satellite from the wing of a Boeing 747, rather than launching from the ground, allowing for quicker launches according to the company.</p><p>Brown could not immediately be reached by Reuters to comment.</p><p>A deal would be a boost of confidence for a company that has grappled with dwindling cash and mounting losses in recent quarters in a highly competitive market.</p><p>Virgin Orbit said on Wednesday it would resume operations on Thursday and prepare for its next mission by recalling some employees.</p><p>Virgin Orbit&#39;s market capitalization slumped to a record low of $150 million on Tuesday before reports about Brown emerged from more than $3 billion two years ago when it went public through a blank-check deal. On Thursday afternoon, the market capitalization was about $175 million.</p><p>The company, which received about $35 million of capital injections from Branson&#39;s Virgin Investments in recent months, said last week it was exploring options and was in talks for fresh funding.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VORB":"维珍轨道"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135880639","content_text":"Virgin Orbit shares jumped 14% in premarket trading Friday as space startup in talks with potential investors.Billionaire Richard Branson's cash-strapped satellite launch company Virgin Orbit Holdings said on Thursday it is in talks with \"interested parties\" about an investment in the company.Reuters reported on Wednesday that Texas venture capital investor Matthew Brown was nearing a deal to invest $200 million in the space startup via a private share placement, citing a term sheet Reuters had seen.\"As we disclosed on March 16, the company has taken cash preservation measures as it explores strategic options to secure Virgin Orbit's future,\" Virgin Orbit said in a statement.\"The company can confirm that it is in discussions with interested parties about a potential investment in the company,\" Virgin Orbit added. \"Beyond this, we will not comment on market rumors.\"Without elaborating, Virgin Orbit also acknowledged comments made by Brown on a Thursday interview with CNBC TV.Brown confirmed on CNBC he wants to buy Virgin in a deal he hopes to close by the end of Friday.\"We are in active discussions. In fact, I would say final discussions with the company,\" Brown told CNBC. \"We like the company and we fully plan on transacting with the company within the next 24 hours.\"Brown, who describes himself as a \"space enthusiast\" who has invested in more than 13 space companies, told CNBC he would own Virgin Orbit if the deal closes.He did not confirm the contemplated investment amount, but said the deal would \"inject enough capital to make (Virgin Orbit) cash-flow positive.\"Brown also told CNBC he liked Virgin Orbit's business model. The company launches a rocket carrying a satellite from the wing of a Boeing 747, rather than launching from the ground, allowing for quicker launches according to the company.Brown could not immediately be reached by Reuters to comment.A deal would be a boost of confidence for a company that has grappled with dwindling cash and mounting losses in recent quarters in a highly competitive market.Virgin Orbit said on Wednesday it would resume operations on Thursday and prepare for its next mission by recalling some employees.Virgin Orbit's market capitalization slumped to a record low of $150 million on Tuesday before reports about Brown emerged from more than $3 billion two years ago when it went public through a blank-check deal. On Thursday afternoon, the market capitalization was about $175 million.The company, which received about $35 million of capital injections from Branson's Virgin Investments in recent months, said last week it was exploring options and was in talks for fresh funding.","news_type":1},"isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943601657,"gmtCreate":1679384283280,"gmtModify":1679384288043,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"Siao liao...... Will it dive further 🤔 😏&nbsp; 😕&nbsp;","listText":"Siao liao...... Will it dive further 🤔 😏&nbsp; 😕&nbsp;","text":"Siao liao...... Will it dive further 🤔 😏 😕","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943601657","repostId":"2321654909","repostType":2,"repost":{"id":"2321654909","pubTimestamp":1679382143,"share":"https://ttm.financial/m/news/2321654909?lang=&edition=fundamental","pubTime":"2023-03-21 15:02","market":"us","language":"en","title":"Amazon Cuts Jobs From Its Strongest Segments: Here's What It Means for the Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2321654909","media":"Motley Fool","summary":"The downsizing continues in the technology sector, with Amazon further trimming its workforce.","content":"<html><head></head><body><p>To put it lightly, the technology sector is going through a rough patch at the moment. Tough economic conditions have slowed down companies&#39; growth rates over the last 18 months, which means they&#39;ve had to carefully manage costs. That, unfortunately, has led to mass layoffs across the industry.</p><p>According to Layoffs.fyi, the tech sector slashed 161,411 jobs in 2022. But 2023 could be even worse, because over 139,000 tech workers have been laid off already -- and it&#39;s only March.</p><p>E-commerce giant <b>Amazon</b> is among the organizations slimming down, after growing its workforce from 798,000 at the end of 2019 to 1.54 million by the end of 2022. It announced it would eliminate 18,000 jobs in January, and today, it revealed a further 9,000 cuts.</p><p>While the latest round of cuts seems like a small number compared to the size of its overall workforce, it&#39;s <i>where </i>Amazon has made these cuts that might be concerning to investors.</p><h2>On the chopping block: Amazon Web Services and advertising</h2><p>This round of layoffs will be concentrated across four of Amazon&#39;s departments: Amazon Web Services (AWS), advertising, PXT Solutions (People Experience and Technology Solutions), and Twitch. The first two are perhaps the most surprising, because they&#39;ve recently been the primary drivers of growth for the entire company.</p><p>AWS is Amazon&#39;s industry-leading cloud services segment. It helps its business customers with their digital transformations by offering hundreds of solutions, from simple data storage to advanced machine learning applications. It&#39;s also Amazon&#39;s main source of operating profit.</p><p>But its revenue grew by just 20% in the fourth quarter of 2022, which was not only a slower rate than both its key rivals <b>Microsoft</b> Azure and <b>Alphabet</b>&#39;s Google Cloud, but it was also half the growth rate it achieved in the year-ago period. The job cuts at AWS suggest perhaps the company is preparing for even slower growth in upcoming quarters, so it&#39;s managing costs to maintain profitability.</p><p>On the advertising front, that segment has continued to show steady growth with a 23% revenue increase in the fourth quarter, even in the face of this tough economy. It&#39;s possible that job cuts in this department are targeted toward experimental projects or those that aren&#39;t expanding as quickly overall.</p><p>In any case, advertising remains one of the more promising segments of Amazon&#39;s business. The flagship Amazon.com website attracts 2.2 billion visits a month, so it&#39;s an ideal place for merchants to market their products.</p><p>Plus, the company has a growing portfolio of media assets that could attract an increasing amount of advertising dollars. Streaming is one major opportunity, especially since Amazon continues to accumulate the rights to live sports -- from the NFL in the U.S. to major soccer leagues across Europe.</p><h2>What the job cuts mean for Amazon stock</h2><p>Amazon CEO Andy Jassy said the recent layoffs were part of a plan to make the company leaner, while still being able to invest in the areas of its business that will improve customers&#39; lives, as well as Amazon as a whole.</p><p>Put simply, in this economic environment, any move that will make Amazon more profitable will likely be well received by investors, especially after the company delivered its first annual net loss since 2014 last year (although under extenuating circumstances). Cutting costs in the form of layoffs will likely move the company forward on that front.</p><p>But Amazon is still very much an e-commerce company. Online sales accounted for $220 billion of its $513 billion in total revenue last year, and with consumers struggling right now, that&#39;s not the best place to be. It&#39;s one reason Amazon stock has plunged 47% from its all-time high amid the broader tech sell-off, and a few layoffs may not be enough to alleviate those external challenges.</p><p>Some investors might also be concerned about what they could mean for the performance of Amazon&#39;s fastest-growing segments like AWS and advertising in its upcoming quarters. For that reason, while I&#39;m very bullish on Amazon&#39;s prospects over the long term, investors sitting on the sidelines might feel inclined to seek further clarity in Amazon&#39;s next quarterly report before making a decision to buy in.</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>Amazon Cuts Jobs From Its Strongest Segments: Here's What It Means for the 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\">\nAmazon Cuts Jobs From Its Strongest Segments: Here's What It Means for the Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-21 15:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/20/amazon-cuts-jobs-from-strongest-heres-means-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>To put it lightly, the technology sector is going through a rough patch at the moment. Tough economic conditions have slowed down companies' growth rates over the last 18 months, which means they've ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/20/amazon-cuts-jobs-from-strongest-heres-means-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2023/03/20/amazon-cuts-jobs-from-strongest-heres-means-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2321654909","content_text":"To put it lightly, the technology sector is going through a rough patch at the moment. Tough economic conditions have slowed down companies' growth rates over the last 18 months, which means they've had to carefully manage costs. That, unfortunately, has led to mass layoffs across the industry.According to Layoffs.fyi, the tech sector slashed 161,411 jobs in 2022. But 2023 could be even worse, because over 139,000 tech workers have been laid off already -- and it's only March.E-commerce giant Amazon is among the organizations slimming down, after growing its workforce from 798,000 at the end of 2019 to 1.54 million by the end of 2022. It announced it would eliminate 18,000 jobs in January, and today, it revealed a further 9,000 cuts.While the latest round of cuts seems like a small number compared to the size of its overall workforce, it's where Amazon has made these cuts that might be concerning to investors.On the chopping block: Amazon Web Services and advertisingThis round of layoffs will be concentrated across four of Amazon's departments: Amazon Web Services (AWS), advertising, PXT Solutions (People Experience and Technology Solutions), and Twitch. The first two are perhaps the most surprising, because they've recently been the primary drivers of growth for the entire company.AWS is Amazon's industry-leading cloud services segment. It helps its business customers with their digital transformations by offering hundreds of solutions, from simple data storage to advanced machine learning applications. It's also Amazon's main source of operating profit.But its revenue grew by just 20% in the fourth quarter of 2022, which was not only a slower rate than both its key rivals Microsoft Azure and Alphabet's Google Cloud, but it was also half the growth rate it achieved in the year-ago period. The job cuts at AWS suggest perhaps the company is preparing for even slower growth in upcoming quarters, so it's managing costs to maintain profitability.On the advertising front, that segment has continued to show steady growth with a 23% revenue increase in the fourth quarter, even in the face of this tough economy. It's possible that job cuts in this department are targeted toward experimental projects or those that aren't expanding as quickly overall.In any case, advertising remains one of the more promising segments of Amazon's business. The flagship Amazon.com website attracts 2.2 billion visits a month, so it's an ideal place for merchants to market their products.Plus, the company has a growing portfolio of media assets that could attract an increasing amount of advertising dollars. Streaming is one major opportunity, especially since Amazon continues to accumulate the rights to live sports -- from the NFL in the U.S. to major soccer leagues across Europe.What the job cuts mean for Amazon stockAmazon CEO Andy Jassy said the recent layoffs were part of a plan to make the company leaner, while still being able to invest in the areas of its business that will improve customers' lives, as well as Amazon as a whole.Put simply, in this economic environment, any move that will make Amazon more profitable will likely be well received by investors, especially after the company delivered its first annual net loss since 2014 last year (although under extenuating circumstances). Cutting costs in the form of layoffs will likely move the company forward on that front.But Amazon is still very much an e-commerce company. Online sales accounted for $220 billion of its $513 billion in total revenue last year, and with consumers struggling right now, that's not the best place to be. It's one reason Amazon stock has plunged 47% from its all-time high amid the broader tech sell-off, and a few layoffs may not be enough to alleviate those external challenges.Some investors might also be concerned about what they could mean for the performance of Amazon's fastest-growing segments like AWS and advertising in its upcoming quarters. For that reason, while I'm very bullish on Amazon's prospects over the long term, investors sitting on the sidelines might feel inclined to seek further clarity in Amazon's next quarterly report before making a decision to buy in.","news_type":1},"isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943854241,"gmtCreate":1679368789384,"gmtModify":1679368793151,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"Surge!!!! Squeeze !!","listText":"Surge!!!! Squeeze !!","text":"Surge!!!! Squeeze !!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943854241","repostId":"1128215337","repostType":2,"repost":{"id":"1128215337","pubTimestamp":1679381237,"share":"https://ttm.financial/m/news/1128215337?lang=&edition=fundamental","pubTime":"2023-03-21 14:47","market":"us","language":"en","title":"Interest Rates May Surge As The Short Squeeze Nears Its End","url":"https://stock-news.laohu8.com/highlight/detail?id=1128215337","media":"Seeking Alpha","summary":"SummaryIt appears there's a short squeeze taking place in Treasury rates.Liquidity in the Treasury f","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>It appears there&#39;s a short squeeze taking place in Treasury rates.</li><li>Liquidity in the Treasury futures has evaporated, making the short squeeze even more painful.</li><li>Once liquidity returns and short covering subsides, rates should rise sharply.</li></ul><p>The recent drop in Treasury rates may have gone too far and seems to have held critical technical levels thus far. This suggests that interest rates could rise from current levels.</p><p>The primary reason for the sudden move was thenews of Silicon Valley Bank&#39;s (SIVB) failure, which triggered a flight to safety and induced a massive wave of short covering across the entire yield curve. This has caused rates to drop sharply, giving the impression that the market is pricing in Fed rate cuts.</p><p><b>Short Covering</b></p><p>Short positions among leveraged funds across the yield curve have become very large, and these funds have suffered significant losses in recent days, as indicated by the SG Trend Index. The index, which tracks the commodity trade advisor&#39;s net daily rate of return, has fallen by 10.3% from March 8 to March 16, wiping out all of the index&#39;s gains over the past year.</p><p><img src=\"https://static.tigerbbs.com/8b824cd024646aac5ce19c977e668568\" tg-width=\"640\" tg-height=\"244\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>The SG Trend index has followed the changes in rates over the past two years. This suggests that the recent sharp decline in yields has been the primary driver of the sudden and significant decline in the SG Trend index.</p><p><img src=\"https://static.tigerbbs.com/569e85caf980b63302902b9816f52fc2\" tg-width=\"640\" tg-height=\"289\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Over the past several months, the big trade was shorting the yield curve among levered funds because the outlook was for the Fed to raise rates pushing nominal rates higher. This led to a significant build-up in the short positions for the 2-year, 5-year, and 10-year Treasury futures contracts.</p><p><img src=\"https://static.tigerbbs.com/70368ab65c0fad2579496890574a74c9\" tg-width=\"640\" tg-height=\"289\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>However, with the recent market scare and flight to safety, the models have likely shifted from a short signal to a cover signal, as evidenced by the 20-day moving average flipping from rising to falling.</p><p><img src=\"https://static.tigerbbs.com/9b19ee0974b5f4fe8b5a63903773e848\" tg-width=\"640\" tg-height=\"289\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>Liquidity Has Evaporated</b></p><p>The primary problem is that liquidity in these futures contracts has dried up, and the bid-ask spread has widened, making it difficult to unwind bearish bets on the yield curve and exacerbating the move in rates.</p><p>When the depth of the book thins out, it means that there are not as many futures contracts available to buy or sell without significantly affecting the underlying contract. When the spread widens, it makes trading even more expensive. The wider the spreads become and the thinner the top of the book gets, the more challenging it is to execute transactions. The 2-year futures contract, for example, has experienced a significant decline in book depth and a significant widening of the bid-ask spread.</p><p><img src=\"https://static.tigerbbs.com/03023e4c596645c0855d62f4d8209662\" tg-width=\"640\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/></p><p>CME</p><p>A similar situation is visible in the 5-year Treasury futures contract, with the bid-ask spread widening significantly and the book depth thinning out. This trend is also noticeable in the 10-year futures contracts.</p><p><img src=\"https://static.tigerbbs.com/44c9ebd69eb33f69c5115ac7937e0885\" tg-width=\"640\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/></p><p>CME</p><p>Consider that leveraged funds are struggling to unwind short positions. At the same time, liquidity in the market evaporates has probably caused rates to drop sharply and the violent moves that have been recently witnessed.</p><p>Interestingly, this is visible on the technical charts, as the 200-day moving average has provided crucial support for the 2-year, 5-year, and 10-year Treasury rates. This level of technical support is significant because it can indicate the long-term direction of the overall movement in rates. As long as this moving average holds, it seems to suggest that rates could see a significant rebound in the coming weeks.</p><p><img src=\"https://static.tigerbbs.com/42450c17316f250fee18bb6b53cfa981\" tg-width=\"640\" tg-height=\"238\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>Rate Cuts?</b></p><p>At least on the surface, similar conditions seem to exist in the 3-month SOFR futures contracts, with substantial short positions built up over the past few months. If the race here is to cover short positions, it could be creating the impression that the markets are pricing in rate cuts when, in reality, it&#39;s just systematic short covering due to model signals.</p><p><img src=\"https://static.tigerbbs.com/084ebecb81528bc06f71940801208b46\" tg-width=\"640\" tg-height=\"289\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>As short covering eases and liquidity improves in the market, rates in the US will likely recover and rise significantly, especially if the Fed raises rates this week and signals for more rate hikes to come.</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>Interest Rates May Surge As The Short Squeeze Nears Its End</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\">\nInterest Rates May Surge As The Short Squeeze Nears Its End\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-21 14:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4588775-fed-interest-rates-may-surge-short-squeeze-nears-end><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIt appears there's a short squeeze taking place in Treasury rates.Liquidity in the Treasury futures has evaporated, making the short squeeze even more painful.Once liquidity returns and short ...</p>\n\n<a href=\"https://seekingalpha.com/article/4588775-fed-interest-rates-may-surge-short-squeeze-nears-end\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4588775-fed-interest-rates-may-surge-short-squeeze-nears-end","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1128215337","content_text":"SummaryIt appears there's a short squeeze taking place in Treasury rates.Liquidity in the Treasury futures has evaporated, making the short squeeze even more painful.Once liquidity returns and short covering subsides, rates should rise sharply.The recent drop in Treasury rates may have gone too far and seems to have held critical technical levels thus far. This suggests that interest rates could rise from current levels.The primary reason for the sudden move was thenews of Silicon Valley Bank's (SIVB) failure, which triggered a flight to safety and induced a massive wave of short covering across the entire yield curve. This has caused rates to drop sharply, giving the impression that the market is pricing in Fed rate cuts.Short CoveringShort positions among leveraged funds across the yield curve have become very large, and these funds have suffered significant losses in recent days, as indicated by the SG Trend Index. The index, which tracks the commodity trade advisor's net daily rate of return, has fallen by 10.3% from March 8 to March 16, wiping out all of the index's gains over the past year.BloombergThe SG Trend index has followed the changes in rates over the past two years. This suggests that the recent sharp decline in yields has been the primary driver of the sudden and significant decline in the SG Trend index.BloombergOver the past several months, the big trade was shorting the yield curve among levered funds because the outlook was for the Fed to raise rates pushing nominal rates higher. This led to a significant build-up in the short positions for the 2-year, 5-year, and 10-year Treasury futures contracts.BloombergHowever, with the recent market scare and flight to safety, the models have likely shifted from a short signal to a cover signal, as evidenced by the 20-day moving average flipping from rising to falling.BloombergLiquidity Has EvaporatedThe primary problem is that liquidity in these futures contracts has dried up, and the bid-ask spread has widened, making it difficult to unwind bearish bets on the yield curve and exacerbating the move in rates.When the depth of the book thins out, it means that there are not as many futures contracts available to buy or sell without significantly affecting the underlying contract. When the spread widens, it makes trading even more expensive. The wider the spreads become and the thinner the top of the book gets, the more challenging it is to execute transactions. The 2-year futures contract, for example, has experienced a significant decline in book depth and a significant widening of the bid-ask spread.CMEA similar situation is visible in the 5-year Treasury futures contract, with the bid-ask spread widening significantly and the book depth thinning out. This trend is also noticeable in the 10-year futures contracts.CMEConsider that leveraged funds are struggling to unwind short positions. At the same time, liquidity in the market evaporates has probably caused rates to drop sharply and the violent moves that have been recently witnessed.Interestingly, this is visible on the technical charts, as the 200-day moving average has provided crucial support for the 2-year, 5-year, and 10-year Treasury rates. This level of technical support is significant because it can indicate the long-term direction of the overall movement in rates. As long as this moving average holds, it seems to suggest that rates could see a significant rebound in the coming weeks.BloombergRate Cuts?At least on the surface, similar conditions seem to exist in the 3-month SOFR futures contracts, with substantial short positions built up over the past few months. If the race here is to cover short positions, it could be creating the impression that the markets are pricing in rate cuts when, in reality, it's just systematic short covering due to model signals.BloombergAs short covering eases and liquidity improves in the market, rates in the US will likely recover and rise significantly, especially if the Fed raises rates this week and signals for more rate hikes to come.","news_type":1},"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943819388,"gmtCreate":1679333509445,"gmtModify":1679333513287,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"Taking major action early in this crisis — much earlier than most in our industry — was painful, but has put us in a stronger position today.” Powerful👍👍👍👍","listText":"Taking major action early in this crisis — much earlier than most in our industry — was painful, but has put us in a stronger position today.” Powerful👍👍👍👍","text":"Taking major action early in this crisis — much earlier than most in our industry — was painful, but has put us in a stronger position today.” Powerful👍👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943819388","repostId":"2320570085","repostType":2,"repost":{"id":"2320570085","pubTimestamp":1679288859,"share":"https://ttm.financial/m/news/2320570085?lang=&edition=fundamental","pubTime":"2023-03-20 13:07","market":"us","language":"en","title":"Sea’s Billionaire CEO Tells Staff Company Has Turned a Corner","url":"https://stock-news.laohu8.com/highlight/detail?id=2320570085","media":"Bloomberg","summary":"Sea Ltd. has made the changes it needs to deliver profits over the long haul, billionaire founder Fo","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/SE\">Sea Ltd</a>. has made the changes it needs to deliver profits over the long haul, billionaire founder Forrest Li said in a memo to staff, assuring workers who had survived months of steep job cuts that the worst is over.</p><p>The Asian internet giant’s first-ever quarterly net profit marks a turning point for the company, the chief executive officer said in a recent internal memo seen by Bloomberg News. The company made painful decisions to adapt quickly and has a stabler footing with fewer inefficiencies, Li said in his 700-word missive.</p><p>“I want to assure you that, assuming no major shift in our external environment, our large-scale changes are complete, and we do not foresee further major changes,” Li said.</p><p>But he warned the company still needs to prove that it can sustain a profit. “The world will be watching to see whether this quarter’s result is just a momentary blip or the start of a long-term trend,” he said. “Our job is not yet done.”</p><p>Sea, the largest of Southeast Asia’s internet firms and briefly the world’s best-performing stock, is emerging from a painful 2022 in a changed world of rising interest rates, accelerating inflation and geopolitical tensions. The company has lost about $160 billion of market value since a peak in October 2021 on questions about its money-making prospects.</p><p>In recent months, the company cut thousands of jobs, froze salaries and slashed more than $700 million from quarterly sales and marketing expenses to convince investors of its profit-making ability. It cut about 500 jobs at e-commerce unit Shopee in Indonesia this month, just days after the company reported a surprise first-ever quarterly profit helped by last year’s extensive cost cuts.</p><p>In a stark about-face from years of prioritizing global expansion, the company has also shuttered operations in India and some European and Latin American markets to trim costs and reach positive cash flows.</p><p>“As a company, it is our first time going through a crisis of this magnitude,” Li said. “Taking major action early in this crisis — much earlier than most in our industry — was painful, but has put us in a stronger position today.”</p></body></html>","source":"yahoofinance_sg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea’s Billionaire CEO Tells Staff Company Has Turned a Corner</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\">\nSea’s Billionaire CEO Tells Staff Company Has Turned a Corner\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-20 13:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/sea-billionaire-ceo-tells-staff-033528047.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sea Ltd. has made the changes it needs to deliver profits over the long haul, billionaire founder Forrest Li said in a memo to staff, assuring workers who had survived months of steep job cuts that ...</p>\n\n<a href=\"https://finance.yahoo.com/news/sea-billionaire-ceo-tells-staff-033528047.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://finance.yahoo.com/news/sea-billionaire-ceo-tells-staff-033528047.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2320570085","content_text":"Sea Ltd. has made the changes it needs to deliver profits over the long haul, billionaire founder Forrest Li said in a memo to staff, assuring workers who had survived months of steep job cuts that the worst is over.The Asian internet giant’s first-ever quarterly net profit marks a turning point for the company, the chief executive officer said in a recent internal memo seen by Bloomberg News. The company made painful decisions to adapt quickly and has a stabler footing with fewer inefficiencies, Li said in his 700-word missive.“I want to assure you that, assuming no major shift in our external environment, our large-scale changes are complete, and we do not foresee further major changes,” Li said.But he warned the company still needs to prove that it can sustain a profit. “The world will be watching to see whether this quarter’s result is just a momentary blip or the start of a long-term trend,” he said. “Our job is not yet done.”Sea, the largest of Southeast Asia’s internet firms and briefly the world’s best-performing stock, is emerging from a painful 2022 in a changed world of rising interest rates, accelerating inflation and geopolitical tensions. The company has lost about $160 billion of market value since a peak in October 2021 on questions about its money-making prospects.In recent months, the company cut thousands of jobs, froze salaries and slashed more than $700 million from quarterly sales and marketing expenses to convince investors of its profit-making ability. It cut about 500 jobs at e-commerce unit Shopee in Indonesia this month, just days after the company reported a surprise first-ever quarterly profit helped by last year’s extensive cost cuts.In a stark about-face from years of prioritizing global expansion, the company has also shuttered operations in India and some European and Latin American markets to trim costs and reach positive cash flows.“As a company, it is our first time going through a crisis of this magnitude,” Li said. “Taking major action early in this crisis — much earlier than most in our industry — was painful, but has put us in a stronger position today.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943121372,"gmtCreate":1679294766397,"gmtModify":1679294771087,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"POwer up!!!","listText":"POwer up!!!","text":"POwer up!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9943121372","repostId":"1121675106","repostType":2,"repost":{"id":"1121675106","pubTimestamp":1679293824,"share":"https://ttm.financial/m/news/1121675106?lang=&edition=fundamental","pubTime":"2023-03-20 14:30","market":"us","language":"en","title":"Microsoft: Resiliency Amidst Turmoil Will Be Rewarded","url":"https://stock-news.laohu8.com/highlight/detail?id=1121675106","media":"Seeking Alpha","summary":"SummaryMicrosoft sees a tough road ahead - the market yawns.The company continues to gush cash and r","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Microsoft sees a tough road ahead - the market yawns.</li><li>The company continues to gush cash and reward shareholders with dividends and share repurchases.</li><li>The company maintains a net cash balance sheet and arguably can eventually take on net leverage.</li><li>The stock is trading at reasonable valuations and multiples may expand on account of the strong performance during difficult times.</li></ul><p>Microsoft (NASDAQ: MSFT) is often considered a bellwether for the tech sector and that is evident in its resilient stock price amidst the tech crash. Despite its latest quarter showing decelerating growth and guiding for more of the same, investors have remained loyal - why? It appears that investors are willing to overlook modest growth expectations in the near term on account of the diversified product portfolio, robust cash flows, and generous return of cash to shareholders. MSFT stock may not look obviously cheap, but I expect the ongoing share repurchases and growing dividends to lead to multiple expansion over the long term as the company works through a tough macro environment.</p><p><b>MSFT Stock Price</b></p><p>MSFT stock has fallen slightly from its peak but remains a strong performer over the past few years and decade.</p><p><img src=\"https://static.tigerbbs.com/6c0075559afc8ee0dfbb4589bc11817b\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>The stock is still not obviously cheap here as solid profits appear to be keeping the stock price afloat. I last covered MSFT in November where I rated the stock a buy due to the resilient fundamentals and the stock has returned 27% since then. MSFT remains a quality play as its best comparables may be stocks outside of the tech sector.</p><p><b>MSFT Stock Key Metrics</b></p><p>The most recent quarter showed that even the giant Microsoft is not immune to macro troubles. Revenue growth came in at just 2% (7% constant currency). It was only a couple of quarters prior that management guided fordouble-digit revenue growth for the full year.</p><p><img src=\"https://static.tigerbbs.com/76f44d7e438540b187fdf0ab32652449\" tg-width=\"771\" tg-height=\"357\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FY23 Q2 Slides</p><p>Operating income declined by 8% and net income declined by 12% in spite of the revenue growth. Yet investors might be looking at those numbers optimistically, as many other tech companies have seen greater margin compression as slowing top-line growth followed over-aggressive headcount growth. Amidst recessionary risks, the takeaway is that earnings did not drop by so much at this company - the company continues to gush cash.</p><p>On the conference call, management noted that expense growth mainly came from “investments in cloud engineering, the Nuance acquisition and LinkedIn.” Headcount was 19% higher than a year ago, but grew by less than 1% sequentially. MSFT announced a layoff of 10,000 employees in mid-January.</p><p>The biggest detractor from company performance was unsurprisingly from the “more personal computing” segment as the company had benefited from a pull-forward in demand during the pandemic. Windows OEM revenue declined 39% YOY with search revenue being the lone bright star at 10% growth. Management noted that while the number of PCs shipped declined to pre-pandemic levels in the quarter, the usage intensity remains nearly 10% higher than pre-pandemic levels.</p><p><img src=\"https://static.tigerbbs.com/d9663d64adab6a528e0a2adf774ab404\" tg-width=\"770\" tg-height=\"410\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FY23 Q2 Slides</p><p>Meanwhile, MSFT generated solid 7% growth in “productivity and business processes” which houses its most famous products like Microsoft Office. It is impressive that MSFT continues to sustain double-digit growth (constant currency) in this segment in spite of the large revenue base. This just goes to show the secular tailwinds behind the digital transformation of enterprises.</p><p><img src=\"https://static.tigerbbs.com/2ac6a4aac4207c75642f7eecf0e8f6b1\" tg-width=\"757\" tg-height=\"403\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FY23 Q2 Slides</p><p>The Intelligent Cloud segment led the way with 18% revenue growth (24% constant currency), driven by 31% growth at Azure. I estimate that Azure is generating around $11 billion in quarterly revenue.</p><p><img src=\"https://static.tigerbbs.com/aa81389e0f061c8c9ba322fdb8ab888a\" tg-width=\"780\" tg-height=\"226\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FY23 Q2 Slides</p><p>During the quarter, the company returned $9.7 billion to shareholders through share repurchases and dividends in the quarter. That was 11% less than the amount returned a year prior, as the 8.9% growth in the dividend was more than offset by a 27% reduction in share repurchases. While free cash flow was indeed lower in the quarter, in my view the shortfall may have just been timing issues and I’d expect the company to increase its shareholder returns over the coming year, recession or not. MSFT ended the quarter with $99.5 billion in cash, $7.1 billion in equity investments, and $48 billion in debt. Over time, I can see the company not only monetizing that net cash but also utilizing net leverage.</p><p>Looking ahead, management expects currency fluctuation headwinds to negatively impact revenues by around 3%. LinkedIn is expected to grow at a mid-single-digit pace as it faces headwinds from a slowdown in advertising and hiring. LinkedIn has significant exposure to the tech sector which has undergone avicious round of layoffs across the board.</p><p>Investors are likely most focused on the outlook for Azure. On the call, management stated that they “exited Q2 with Azure growth in the mid-30s in constant currency” and “Q3 growth to decelerate roughly 4 to 5 points in constant currency.” That implies growth of around 30% on a constant currency basis. Judging by how the stock price has reacted since then, investors seemed to have mostly shrugged off that steep projected deceleration. Altogether, management stated that they might miss their previous guidance for revenue growth (as stated above that they had previously been guiding for mid-teens growth) but expect operating margins to remain very steady. It is clear that management wants Wall Street to focus on the resilient earnings power of the company in spite of the macro backdrop, and it appears that they have succeeded in that task.</p><p><b>Is MSFT Stock A Buy, Sell, or Hold?</b></p><p>At around 30x forward earnings, MSFT might not seem that cheap. However, one must also remember that the S&amp;P 500 istrading at around 21x earnings and MSFT is expected to grow at an above-market pace over the coming years.</p><p><img src=\"https://static.tigerbbs.com/5e5d87e2e70e342fd7145acf869630b4\" tg-width=\"640\" tg-height=\"164\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>Amidst the carnage in the tech sector, it bears reminding ourselves that tech companies possess attractive unit economics as each incremental customer comes with minimal costs. That means that in theory, net income should eventually grow much faster than revenue once operating leverage takes hold.</p><p>In the absence of any changes in the valuation multiple, I could see MSFT delivering double-digit returns from here based on projected earnings growth and the roughly 3.3% earnings yield. Yet I could also see some potential for multiple expansion upon a recovery in economic conditions and the tech sector, as the company’s strong financial results during this difficult time may help investors see the company as being closer to a consumer staple in terms of financial stability. For reference, the stocks of Pepsi (PEP) or Coca-Cola (KO) trade at price to earnings growth ratios (‘PEG ratio’) around 5x, a steep premium to the roughly 1.5x PEG ratio that MSFT trades at. One must also consider the company&#39;s recent push to boost their Bing search engine with artificial intelligence. MSFT might earn$2 billion in incremental revenuefor every percentage gain in search market share. It is unclear how long it may take for market share gains to take place, if at all, but I wouldn&#39;t be surprised if the mere potential for it proves to be a catalyst for multiple expansion.</p><p>What are the key risks? MSFT is trading at some premium to tech peers - Alphabet (GOOGL) for instance is trading at only 20x forward earnings. Yes, one could make the argument that enterprise tech revenues should prove more resilient than online advertising revenues, but in exchange for greater volatility I still expect GOOGL to sustain stronger growth rates over the long term. The uncertain macro environment may cause the company to underperform projected growth, which may call into question the valuation premium as that seems to be assigned based on perceived safety. While the company remains highly profitable and has a net cash balance sheet, it is unclear how the stock will react in the near term following such disappointing news. A potentially underappreciated risk is that of disruption. MSFT seems to be often thought of as a disruptor in enterprise tech, similar with Amazon (AMZN) in e-commerce. The idea is that MSFT is a mega-cap tech company with deep pockets and can overtake any leader in any tech industry that it enters. As someone who closely follows the tech sector, I have a differing opinion than this consensus view - one need only to try comparing the experience of Microsoft Teams versus Zoom Video (ZM) to get anecdotal evidence for why. It is possible that MSFT’s slowing growth rates are not only due to macro pressures but also due to losing market share to more nimble competitors - though at present I find this unlikely as the digital transformation growth story has more legs to it. As discussed with subscribers, I view a carefully chosen portfolio of undervalued tech stocks as being the best way to position for a recovery in the tech sector. MSFT can fit right in with such a portfolio as a higher quality allocation on account of the resilient profitability and GARP valuation.</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>Microsoft: Resiliency Amidst Turmoil Will Be Rewarded</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\">\nMicrosoft: Resiliency Amidst Turmoil Will Be Rewarded\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-20 14:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4588528-microsoft-resiliency-amidst-turmoil-will-be-rewarded><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMicrosoft sees a tough road ahead - the market yawns.The company continues to gush cash and reward shareholders with dividends and share repurchases.The company maintains a net cash balance ...</p>\n\n<a href=\"https://seekingalpha.com/article/4588528-microsoft-resiliency-amidst-turmoil-will-be-rewarded\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4588528-microsoft-resiliency-amidst-turmoil-will-be-rewarded","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1121675106","content_text":"SummaryMicrosoft sees a tough road ahead - the market yawns.The company continues to gush cash and reward shareholders with dividends and share repurchases.The company maintains a net cash balance sheet and arguably can eventually take on net leverage.The stock is trading at reasonable valuations and multiples may expand on account of the strong performance during difficult times.Microsoft (NASDAQ: MSFT) is often considered a bellwether for the tech sector and that is evident in its resilient stock price amidst the tech crash. Despite its latest quarter showing decelerating growth and guiding for more of the same, investors have remained loyal - why? It appears that investors are willing to overlook modest growth expectations in the near term on account of the diversified product portfolio, robust cash flows, and generous return of cash to shareholders. MSFT stock may not look obviously cheap, but I expect the ongoing share repurchases and growing dividends to lead to multiple expansion over the long term as the company works through a tough macro environment.MSFT Stock PriceMSFT stock has fallen slightly from its peak but remains a strong performer over the past few years and decade.Data by YChartsThe stock is still not obviously cheap here as solid profits appear to be keeping the stock price afloat. I last covered MSFT in November where I rated the stock a buy due to the resilient fundamentals and the stock has returned 27% since then. MSFT remains a quality play as its best comparables may be stocks outside of the tech sector.MSFT Stock Key MetricsThe most recent quarter showed that even the giant Microsoft is not immune to macro troubles. Revenue growth came in at just 2% (7% constant currency). It was only a couple of quarters prior that management guided fordouble-digit revenue growth for the full year.FY23 Q2 SlidesOperating income declined by 8% and net income declined by 12% in spite of the revenue growth. Yet investors might be looking at those numbers optimistically, as many other tech companies have seen greater margin compression as slowing top-line growth followed over-aggressive headcount growth. Amidst recessionary risks, the takeaway is that earnings did not drop by so much at this company - the company continues to gush cash.On the conference call, management noted that expense growth mainly came from “investments in cloud engineering, the Nuance acquisition and LinkedIn.” Headcount was 19% higher than a year ago, but grew by less than 1% sequentially. MSFT announced a layoff of 10,000 employees in mid-January.The biggest detractor from company performance was unsurprisingly from the “more personal computing” segment as the company had benefited from a pull-forward in demand during the pandemic. Windows OEM revenue declined 39% YOY with search revenue being the lone bright star at 10% growth. Management noted that while the number of PCs shipped declined to pre-pandemic levels in the quarter, the usage intensity remains nearly 10% higher than pre-pandemic levels.FY23 Q2 SlidesMeanwhile, MSFT generated solid 7% growth in “productivity and business processes” which houses its most famous products like Microsoft Office. It is impressive that MSFT continues to sustain double-digit growth (constant currency) in this segment in spite of the large revenue base. This just goes to show the secular tailwinds behind the digital transformation of enterprises.FY23 Q2 SlidesThe Intelligent Cloud segment led the way with 18% revenue growth (24% constant currency), driven by 31% growth at Azure. I estimate that Azure is generating around $11 billion in quarterly revenue.FY23 Q2 SlidesDuring the quarter, the company returned $9.7 billion to shareholders through share repurchases and dividends in the quarter. That was 11% less than the amount returned a year prior, as the 8.9% growth in the dividend was more than offset by a 27% reduction in share repurchases. While free cash flow was indeed lower in the quarter, in my view the shortfall may have just been timing issues and I’d expect the company to increase its shareholder returns over the coming year, recession or not. MSFT ended the quarter with $99.5 billion in cash, $7.1 billion in equity investments, and $48 billion in debt. Over time, I can see the company not only monetizing that net cash but also utilizing net leverage.Looking ahead, management expects currency fluctuation headwinds to negatively impact revenues by around 3%. LinkedIn is expected to grow at a mid-single-digit pace as it faces headwinds from a slowdown in advertising and hiring. LinkedIn has significant exposure to the tech sector which has undergone avicious round of layoffs across the board.Investors are likely most focused on the outlook for Azure. On the call, management stated that they “exited Q2 with Azure growth in the mid-30s in constant currency” and “Q3 growth to decelerate roughly 4 to 5 points in constant currency.” That implies growth of around 30% on a constant currency basis. Judging by how the stock price has reacted since then, investors seemed to have mostly shrugged off that steep projected deceleration. Altogether, management stated that they might miss their previous guidance for revenue growth (as stated above that they had previously been guiding for mid-teens growth) but expect operating margins to remain very steady. It is clear that management wants Wall Street to focus on the resilient earnings power of the company in spite of the macro backdrop, and it appears that they have succeeded in that task.Is MSFT Stock A Buy, Sell, or Hold?At around 30x forward earnings, MSFT might not seem that cheap. However, one must also remember that the S&P 500 istrading at around 21x earnings and MSFT is expected to grow at an above-market pace over the coming years.Seeking AlphaAmidst the carnage in the tech sector, it bears reminding ourselves that tech companies possess attractive unit economics as each incremental customer comes with minimal costs. That means that in theory, net income should eventually grow much faster than revenue once operating leverage takes hold.In the absence of any changes in the valuation multiple, I could see MSFT delivering double-digit returns from here based on projected earnings growth and the roughly 3.3% earnings yield. Yet I could also see some potential for multiple expansion upon a recovery in economic conditions and the tech sector, as the company’s strong financial results during this difficult time may help investors see the company as being closer to a consumer staple in terms of financial stability. For reference, the stocks of Pepsi (PEP) or Coca-Cola (KO) trade at price to earnings growth ratios (‘PEG ratio’) around 5x, a steep premium to the roughly 1.5x PEG ratio that MSFT trades at. One must also consider the company's recent push to boost their Bing search engine with artificial intelligence. MSFT might earn$2 billion in incremental revenuefor every percentage gain in search market share. It is unclear how long it may take for market share gains to take place, if at all, but I wouldn't be surprised if the mere potential for it proves to be a catalyst for multiple expansion.What are the key risks? MSFT is trading at some premium to tech peers - Alphabet (GOOGL) for instance is trading at only 20x forward earnings. Yes, one could make the argument that enterprise tech revenues should prove more resilient than online advertising revenues, but in exchange for greater volatility I still expect GOOGL to sustain stronger growth rates over the long term. The uncertain macro environment may cause the company to underperform projected growth, which may call into question the valuation premium as that seems to be assigned based on perceived safety. While the company remains highly profitable and has a net cash balance sheet, it is unclear how the stock will react in the near term following such disappointing news. A potentially underappreciated risk is that of disruption. MSFT seems to be often thought of as a disruptor in enterprise tech, similar with Amazon (AMZN) in e-commerce. The idea is that MSFT is a mega-cap tech company with deep pockets and can overtake any leader in any tech industry that it enters. As someone who closely follows the tech sector, I have a differing opinion than this consensus view - one need only to try comparing the experience of Microsoft Teams versus Zoom Video (ZM) to get anecdotal evidence for why. It is possible that MSFT’s slowing growth rates are not only due to macro pressures but also due to losing market share to more nimble competitors - though at present I find this unlikely as the digital transformation growth story has more legs to it. As discussed with subscribers, I view a carefully chosen portfolio of undervalued tech stocks as being the best way to position for a recovery in the tech sector. MSFT can fit right in with such a portfolio as a higher quality allocation on account of the resilient profitability and GARP valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943330351,"gmtCreate":1679106433073,"gmtModify":1679106436799,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"Financial crisis coming .............","listText":"Financial crisis coming .............","text":"Financial crisis coming .............","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943330351","repostId":"2320582916","repostType":2,"repost":{"id":"2320582916","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":1679095786,"share":"https://ttm.financial/m/news/2320582916?lang=&edition=fundamental","pubTime":"2023-03-18 07:29","market":"us","language":"en","title":"First Republic Shares Tank Almost 33% Despite $30 Bln Support","url":"https://stock-news.laohu8.com/highlight/detail?id=2320582916","media":"Reuters","summary":"March 17 (Reuters) - Shares of First Republic Bank lost almost 33% on Friday, totaling a loss of aro","content":"<html><head></head><body><p>March 17 (Reuters) - Shares of First Republic Bank lost almost 33% on Friday, totaling a loss of around 80% in the last 10 sessions, despite a rescue package with $30 billion in deposits injected by large U.S. banks.</p><p>The beleaguered lender was in talks to raise money from other banks or private equity firms by selling new shares, the New York Times reported on Friday afternoon, citing three people with knowledge of the process. The bank could also negotiate to be sold, the report said. First Republic declined to comment.</p><p>Concerns about the bank&#39;s health prompted top power brokers including U.S. Treasury Secretary Janet Yellen, Federal Reserve Chair Jerome Powell and JPMorgan CEO Jamie Dimon to put together an unprecedented rescue deal on Thursday. The lender also said it had borrowed up to $109 billion from the U.S. Federal Reserve and an additional $10 billion from the Federal Home Loan Bank on March 9.</p><p>&#34;The significance of the changes in (the company&#39;s) balance sheet in just one week are staggering.. and along with the suspension of the common stock dividend, paints a very dire outlook for the company and shareholders,&#34; said KBW Managing Director Chris McGratty.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7de7651ab88dc75fa314e5bf4c1abb70\" tg-width=\"706\" tg-height=\"529\" width=\"100%\" height=\"auto\"/><span>First Republic Bank&#39;s stock market collapse</span></p><p>Shares of Wall Street banks including JPMorgan Chase &amp; Co, Citigroup Inc, Bank of America Corp and Wells Fargo &amp; Co involved in the San Francisco-based lender&#39;s rescue dropped between 2% and 4% on Friday.</p><p>Founded in 1985, First Republic had $212 billion in assets and $176.4 billion in deposits as of the end of last year, according to its annual report.</p><p>&#34;Possibly the market is looking for an all-out sale/buyer rather than an injection of capital,&#34; said John Petrides, portfolio manager at Tocqueville Asset Management, adding the situation is not over.</p><p>The bank&#39;s earnings profile is &#34;clearly impaired&#34; and the &#34;new deposits effectively bridge the estimated $30.5 billion of uninsured deposits still on FRC&#39;s balance sheet providing time for FRC to likely explore a sale,&#34; Jefferies analysts led by Ken Usdin wrote in a note to clients.</p><p>The banks that were part of First Republic&#39;s rescue package are its most likely suitors for an acquisition, but the U.S. government is less likely to endorse a purchase by the biggest banks, said a source who declined to be identified because of the sensitivity of the situation.</p><p>The rescue package came less than a day after Swiss bank Credit Suisse clinched an emergency central bank loan of up to $54 billion to shore up its liquidity.</p><p>Fed data on Thursday showed banks sought a record $152.9 billion in emergency liquidity from the U.S. central bank over recent days, surpassing previous high that was set during the most acute phase of the financial crisis.</p><p>The borrowings speak to the &#34;funding and liquidity strains on banks, driven by weakening depositor confidence,&#34; Moody&#39;s said. The ratings agency had downgraded its outlook on the U.S. banking system to negative earlier this week.</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>First Republic Shares Tank Almost 33% Despite $30 Bln Support</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\">\nFirst Republic Shares Tank Almost 33% Despite $30 Bln Support\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\">2023-03-18 07:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>March 17 (Reuters) - Shares of First Republic Bank lost almost 33% on Friday, totaling a loss of around 80% in the last 10 sessions, despite a rescue package with $30 billion in deposits injected by large U.S. banks.</p><p>The beleaguered lender was in talks to raise money from other banks or private equity firms by selling new shares, the New York Times reported on Friday afternoon, citing three people with knowledge of the process. The bank could also negotiate to be sold, the report said. First Republic declined to comment.</p><p>Concerns about the bank&#39;s health prompted top power brokers including U.S. Treasury Secretary Janet Yellen, Federal Reserve Chair Jerome Powell and JPMorgan CEO Jamie Dimon to put together an unprecedented rescue deal on Thursday. The lender also said it had borrowed up to $109 billion from the U.S. Federal Reserve and an additional $10 billion from the Federal Home Loan Bank on March 9.</p><p>&#34;The significance of the changes in (the company&#39;s) balance sheet in just one week are staggering.. and along with the suspension of the common stock dividend, paints a very dire outlook for the company and shareholders,&#34; said KBW Managing Director Chris McGratty.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7de7651ab88dc75fa314e5bf4c1abb70\" tg-width=\"706\" tg-height=\"529\" width=\"100%\" height=\"auto\"/><span>First Republic Bank&#39;s stock market collapse</span></p><p>Shares of Wall Street banks including JPMorgan Chase &amp; Co, Citigroup Inc, Bank of America Corp and Wells Fargo &amp; Co involved in the San Francisco-based lender&#39;s rescue dropped between 2% and 4% on Friday.</p><p>Founded in 1985, First Republic had $212 billion in assets and $176.4 billion in deposits as of the end of last year, according to its annual report.</p><p>&#34;Possibly the market is looking for an all-out sale/buyer rather than an injection of capital,&#34; said John Petrides, portfolio manager at Tocqueville Asset Management, adding the situation is not over.</p><p>The bank&#39;s earnings profile is &#34;clearly impaired&#34; and the &#34;new deposits effectively bridge the estimated $30.5 billion of uninsured deposits still on FRC&#39;s balance sheet providing time for FRC to likely explore a sale,&#34; Jefferies analysts led by Ken Usdin wrote in a note to clients.</p><p>The banks that were part of First Republic&#39;s rescue package are its most likely suitors for an acquisition, but the U.S. government is less likely to endorse a purchase by the biggest banks, said a source who declined to be identified because of the sensitivity of the situation.</p><p>The rescue package came less than a day after Swiss bank Credit Suisse clinched an emergency central bank loan of up to $54 billion to shore up its liquidity.</p><p>Fed data on Thursday showed banks sought a record $152.9 billion in emergency liquidity from the U.S. central bank over recent days, surpassing previous high that was set during the most acute phase of the financial crisis.</p><p>The borrowings speak to the &#34;funding and liquidity strains on banks, driven by weakening depositor confidence,&#34; Moody&#39;s said. The ratings agency had downgraded its outlook on the U.S. banking system to negative earlier this week.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","BK4588":"碎股","BK4211":"区域性银行","BK4589":"SVB概念","BK4548":"巴美列捷福持仓","BK4585":"ETF&股票定投概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2320582916","content_text":"March 17 (Reuters) - Shares of First Republic Bank lost almost 33% on Friday, totaling a loss of around 80% in the last 10 sessions, despite a rescue package with $30 billion in deposits injected by large U.S. banks.The beleaguered lender was in talks to raise money from other banks or private equity firms by selling new shares, the New York Times reported on Friday afternoon, citing three people with knowledge of the process. The bank could also negotiate to be sold, the report said. First Republic declined to comment.Concerns about the bank's health prompted top power brokers including U.S. Treasury Secretary Janet Yellen, Federal Reserve Chair Jerome Powell and JPMorgan CEO Jamie Dimon to put together an unprecedented rescue deal on Thursday. The lender also said it had borrowed up to $109 billion from the U.S. Federal Reserve and an additional $10 billion from the Federal Home Loan Bank on March 9.\"The significance of the changes in (the company's) balance sheet in just one week are staggering.. and along with the suspension of the common stock dividend, paints a very dire outlook for the company and shareholders,\" said KBW Managing Director Chris McGratty.First Republic Bank's stock market collapseShares of Wall Street banks including JPMorgan Chase & Co, Citigroup Inc, Bank of America Corp and Wells Fargo & Co involved in the San Francisco-based lender's rescue dropped between 2% and 4% on Friday.Founded in 1985, First Republic had $212 billion in assets and $176.4 billion in deposits as of the end of last year, according to its annual report.\"Possibly the market is looking for an all-out sale/buyer rather than an injection of capital,\" said John Petrides, portfolio manager at Tocqueville Asset Management, adding the situation is not over.The bank's earnings profile is \"clearly impaired\" and the \"new deposits effectively bridge the estimated $30.5 billion of uninsured deposits still on FRC's balance sheet providing time for FRC to likely explore a sale,\" Jefferies analysts led by Ken Usdin wrote in a note to clients.The banks that were part of First Republic's rescue package are its most likely suitors for an acquisition, but the U.S. government is less likely to endorse a purchase by the biggest banks, said a source who declined to be identified because of the sensitivity of the situation.The rescue package came less than a day after Swiss bank Credit Suisse clinched an emergency central bank loan of up to $54 billion to shore up its liquidity.Fed data on Thursday showed banks sought a record $152.9 billion in emergency liquidity from the U.S. central bank over recent days, surpassing previous high that was set during the most acute phase of the financial crisis.The borrowings speak to the \"funding and liquidity strains on banks, driven by weakening depositor confidence,\" Moody's said. The ratings agency had downgraded its outlook on the U.S. banking system to negative earlier this week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949642034,"gmtCreate":1678662232028,"gmtModify":1678662235314,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"What's next for the market???","listText":"What's next for the market???","text":"What's next for the market???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949642034","repostId":"2318778137","repostType":2,"repost":{"id":"2318778137","pubTimestamp":1678661775,"share":"https://ttm.financial/m/news/2318778137?lang=&edition=fundamental","pubTime":"2023-03-13 06:56","market":"us","language":"en","title":"SVB Fallout, Inflation, Retail Sales: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2318778137","media":"Yahoo Finance","summary":"Two key economic data points ahead of the Federal Reserve's next policy meeting will greet investors","content":"<html><head></head><body><p>Two key economic data points ahead of the Federal Reserve&#39;s next policy meeting will greet investors in the week ahead as the eyes of the investing public — and beyond — will remain locked on the latest developments in the fallout from Silicon Valley Bank&#39;s collapse last week.</p><p>The February Consumer Price Index (CPI) on Tuesday and the February read on retail sales out Wednesday morning will likely firm up investor expectations for the Fed&#39;s next policy move.</p><p>Consensus forecasts are calling for CPI to rise 6% over last year on a headline basis and 5.5% on a &#34;core&#34; basis in February, according to data from Trading Economics. A 6% increase in inflation would mark the slowest annual increase in consumer prices since September 2021.</p><p>Investor focus on the Fed&#39;s next steps, however, has been usurped as the top focus for investors in recent days with Friday&#39;s shock collapse of Silicon Valley Bank and fears over what the second-largest bank failure in U.S. history could mean for the broader financial system.</p><p>How futures open Sunday evening and what follow-through, if any, there is into Monday&#39;s trading session will be crucial in setting the tone for the coming week. And it will provide a clue as to whether investors agree with many initial reactions to Silicon Valley Bank&#39;s collapse — namely, that this represents a unique failure rather than the beginning of something larger.</p><p>As Yahoo Finance&#39;s Jennifer Schonberger reported Friday, TD Cowen analyst Jaret Seiberg wrote Friday that the firm does &#34;not see this as the start of a broader threat to the safety and soundness of the banking system.&#34;</p><p>&#34;Much like Silvergate (SI), Silicon Valley had a unique business model that was less dependent on retail deposits than a traditional bank,&#34; Seiberg added. &#34;This left the bank more exposed to interest rate risk as its funding got more expensive, but its assets were not repricing higher.&#34;</p><p><img src=\"https://community-static.tradeup.com/news/c89abfc9d493bca3bc89f7710594145b\" tg-width=\"5500\" tg-height=\"3667\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>A view of the Park Avenue location of Silicon Valley Bank (SVB), in New York City, U.S., March 10, 2023. REUTERS/David &#39;Dee&#39; Delgado</p><p>David Dee Delgado / reuters</p><p>In a note to clients published Friday, Kabir Caprihan, an analyst at JPMorgan, echoed much of this sentiment, writing: &#34;At the outset, we don’t believe [Silicon Valley Bank&#39;s collapse] to be systemic, but it does reflect some of the structural issues that we highlighted in our outlook and what drove our Underweight on regional banks.&#34;</p><p>The scale and particular challenges that took down Silicon Valley Bank are unique — its exposure to the cash-burning tech world most punished by investors during the Fed&#39;s rate-hiking campaign being at the top of this list. But the general story of a surge in deposits in 2021, outflows in recent months, and losses in securities portfolios is likely to challenge some regional banks in the near term.</p><p>A Bloomberg report late Saturday said the FDIC — which took control of the bank on Friday morning — was working to make whole a portion of uninsured deposits held with the bank, with the outlet reporting payments between 30% and 50% of deposits were being discussed.</p><p>Officials from the Fed and FDIC have also discussed establishing a fund to backstop deposits from other institutions that might face a crisis similar to what took down Silicon Valley Bank in the coming weeks, Bloomberg reported. Across the Atlantic, UK finance minister Jeremy Hunt said the British government has been working to ensure any UK firm&#39;s facing cash needs from SVB&#39;s failure &#34;are able to meet their cashflow requirements to pay their staff.&#34;</p><p>Semafor reported over the weekend hedge funds have been reaching out to startups with cash stuck at Silicon Valley Bank with offers to buy their deposits at a discount, as some companies face a cash crunch with payroll looming and a potentially long road ahead to being made whole on money deposited with the failed bank.</p><p>This comes as regulators feel out buyers for Silicon Valley Bank as well as the wealth management, investment, and securities business housed under the bank&#39;s former parent company, SVB Financial (SIVB). Employees of the failed Silicon Valley Bank will remain employed for 45 days before being let go, Bloomberg reported Saturday.</p><p>The FDIC&#39;s latest update on the situation as of Saturday evening said: &#34;All depositors will have full access to their insured deposits no later than Monday morning, March 13, 2023. The FDIC will pay uninsured depositors an advance dividend within the next week.&#34;</p><p>The FDIC added: &#34;Uninsured depositors will receive a receivership certificate for the remaining amount of their uninsured funds. As the FDIC sells the assets of Silicon Valley Bank, future dividend payments may be made to uninsured depositors.&#34;</p><p>&#34;The circumstances of the Silicon Valley Bank collapse are unique enough that it probably won&#39;t trigger a widespread financial contagion,&#34; wrote Paul Ashworth, chief North America economist at Capital Economics. &#34;Nevertheless, it is a timely reminder that when the Fed is singularly focused on squeezing inflation by jacking up interest rates – it often ends up breaking things.&#34;</p><p>—</p><h3>Economic Calendar</h3><p><b>Monday</b>: No major economic releases scheduled.</p><p><b>Tuesday</b>: Consumer Price Index, year-over-year, February (+6% expected vs. +6.4% in January); Consumer Price Index, month-over-month, February (+0.4% expected vs. +0.5% in January); &#34;Core&#34; CPI, year-over-year, February (+5.5% expected vs. 5.6% in January); &#34;Core&#34; CPI, month-over-month, February (+0.4% expected vs. +0.4% in January)</p><p><b>Wednesday</b>: MBA Mortgage Applications; Producer prices, year-over-year, February (+5.4% expected vs. 6% in January); Producer prices, month-over-month, February (+0.3% expected vs. +0.7% in January); &#34;Core&#34; PPI, year-over-year, February (+5.2% expected vs. +5.4% in January); &#34;Core&#34; PPI, month-over-month, February (+0.4% expected vs. 0.4% in January); Retail sales, month-over-month, February (-0.3% expected vs. +3% in January); NAHB Home Builder Sentiment, March (42 expected vs. 42 in February)</p><p><b>Thursday</b>: Building permits, February (1.238 million annualized rate vs. 1.339 million in January); Housing starts, February (1.31 million annualized rate vs. 1.309 million in January); Initial jobless claims (205,000 expected vs. 211,000 last week); Philly Fed manufacturing survey</p><p><b>Friday</b>: Industrial production, February (+0.4% expected vs. 0% in January); University of Michigan consumer sentiment, preliminary March reading</p><p>—</p><h3>Earnings Calendar</h3><p><b>Monday</b>: GitLab (GTLB)</p><p><b>Tuesday</b>: Lennar (LEN); Guess (GES); SentinelOne (S); <a href=\"https://laohu8.com/S/STNE\">StoneCo</a> (STNE)</p><p><b>Wednesday</b>: <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> (ADBE); Oatly (OTLY); <a href=\"https://laohu8.com/S/PATH\">UiPath</a> (PATH); <a href=\"https://laohu8.com/S/FIVE\">Five Below</a> (FIVE)</p><p><b>Thursday</b>: FedEx (FDX); Dollar General (DG); G-III Apparel (GIII); Jabil (JBL); Signet Jewelers (<a href=\"https://laohu8.com/S/SHI.UK\">SIG</a>); Academy Sports (ASO); Williams-Sonoma (WSM); Traeger (COOK)</p><p><b>Friday</b>: <i>No notable earnings set for release.</i></p></body></html>","source":"yahoofinance_sg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SVB Fallout, Inflation, Retail Sales: What to Know This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSVB Fallout, Inflation, Retail Sales: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-13 06:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/svb-fallout-inflation-retail-sales-what-to-know-this-week-134712538.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Two key economic data points ahead of the Federal Reserve's next policy meeting will greet investors in the week ahead as the eyes of the investing public — and beyond — will remain locked on the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/svb-fallout-inflation-retail-sales-what-to-know-this-week-134712538.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/svb-fallout-inflation-retail-sales-what-to-know-this-week-134712538.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2318778137","content_text":"Two key economic data points ahead of the Federal Reserve's next policy meeting will greet investors in the week ahead as the eyes of the investing public — and beyond — will remain locked on the latest developments in the fallout from Silicon Valley Bank's collapse last week.The February Consumer Price Index (CPI) on Tuesday and the February read on retail sales out Wednesday morning will likely firm up investor expectations for the Fed's next policy move.Consensus forecasts are calling for CPI to rise 6% over last year on a headline basis and 5.5% on a \"core\" basis in February, according to data from Trading Economics. A 6% increase in inflation would mark the slowest annual increase in consumer prices since September 2021.Investor focus on the Fed's next steps, however, has been usurped as the top focus for investors in recent days with Friday's shock collapse of Silicon Valley Bank and fears over what the second-largest bank failure in U.S. history could mean for the broader financial system.How futures open Sunday evening and what follow-through, if any, there is into Monday's trading session will be crucial in setting the tone for the coming week. And it will provide a clue as to whether investors agree with many initial reactions to Silicon Valley Bank's collapse — namely, that this represents a unique failure rather than the beginning of something larger.As Yahoo Finance's Jennifer Schonberger reported Friday, TD Cowen analyst Jaret Seiberg wrote Friday that the firm does \"not see this as the start of a broader threat to the safety and soundness of the banking system.\"\"Much like Silvergate (SI), Silicon Valley had a unique business model that was less dependent on retail deposits than a traditional bank,\" Seiberg added. \"This left the bank more exposed to interest rate risk as its funding got more expensive, but its assets were not repricing higher.\"A view of the Park Avenue location of Silicon Valley Bank (SVB), in New York City, U.S., March 10, 2023. REUTERS/David 'Dee' DelgadoDavid Dee Delgado / reutersIn a note to clients published Friday, Kabir Caprihan, an analyst at JPMorgan, echoed much of this sentiment, writing: \"At the outset, we don’t believe [Silicon Valley Bank's collapse] to be systemic, but it does reflect some of the structural issues that we highlighted in our outlook and what drove our Underweight on regional banks.\"The scale and particular challenges that took down Silicon Valley Bank are unique — its exposure to the cash-burning tech world most punished by investors during the Fed's rate-hiking campaign being at the top of this list. But the general story of a surge in deposits in 2021, outflows in recent months, and losses in securities portfolios is likely to challenge some regional banks in the near term.A Bloomberg report late Saturday said the FDIC — which took control of the bank on Friday morning — was working to make whole a portion of uninsured deposits held with the bank, with the outlet reporting payments between 30% and 50% of deposits were being discussed.Officials from the Fed and FDIC have also discussed establishing a fund to backstop deposits from other institutions that might face a crisis similar to what took down Silicon Valley Bank in the coming weeks, Bloomberg reported. Across the Atlantic, UK finance minister Jeremy Hunt said the British government has been working to ensure any UK firm's facing cash needs from SVB's failure \"are able to meet their cashflow requirements to pay their staff.\"Semafor reported over the weekend hedge funds have been reaching out to startups with cash stuck at Silicon Valley Bank with offers to buy their deposits at a discount, as some companies face a cash crunch with payroll looming and a potentially long road ahead to being made whole on money deposited with the failed bank.This comes as regulators feel out buyers for Silicon Valley Bank as well as the wealth management, investment, and securities business housed under the bank's former parent company, SVB Financial (SIVB). Employees of the failed Silicon Valley Bank will remain employed for 45 days before being let go, Bloomberg reported Saturday.The FDIC's latest update on the situation as of Saturday evening said: \"All depositors will have full access to their insured deposits no later than Monday morning, March 13, 2023. The FDIC will pay uninsured depositors an advance dividend within the next week.\"The FDIC added: \"Uninsured depositors will receive a receivership certificate for the remaining amount of their uninsured funds. As the FDIC sells the assets of Silicon Valley Bank, future dividend payments may be made to uninsured depositors.\"\"The circumstances of the Silicon Valley Bank collapse are unique enough that it probably won't trigger a widespread financial contagion,\" wrote Paul Ashworth, chief North America economist at Capital Economics. \"Nevertheless, it is a timely reminder that when the Fed is singularly focused on squeezing inflation by jacking up interest rates – it often ends up breaking things.\"—Economic CalendarMonday: No major economic releases scheduled.Tuesday: Consumer Price Index, year-over-year, February (+6% expected vs. +6.4% in January); Consumer Price Index, month-over-month, February (+0.4% expected vs. +0.5% in January); \"Core\" CPI, year-over-year, February (+5.5% expected vs. 5.6% in January); \"Core\" CPI, month-over-month, February (+0.4% expected vs. +0.4% in January)Wednesday: MBA Mortgage Applications; Producer prices, year-over-year, February (+5.4% expected vs. 6% in January); Producer prices, month-over-month, February (+0.3% expected vs. +0.7% in January); \"Core\" PPI, year-over-year, February (+5.2% expected vs. +5.4% in January); \"Core\" PPI, month-over-month, February (+0.4% expected vs. 0.4% in January); Retail sales, month-over-month, February (-0.3% expected vs. +3% in January); NAHB Home Builder Sentiment, March (42 expected vs. 42 in February)Thursday: Building permits, February (1.238 million annualized rate vs. 1.339 million in January); Housing starts, February (1.31 million annualized rate vs. 1.309 million in January); Initial jobless claims (205,000 expected vs. 211,000 last week); Philly Fed manufacturing surveyFriday: Industrial production, February (+0.4% expected vs. 0% in January); University of Michigan consumer sentiment, preliminary March reading—Earnings CalendarMonday: GitLab (GTLB)Tuesday: Lennar (LEN); Guess (GES); SentinelOne (S); StoneCo (STNE)Wednesday: Adobe (ADBE); Oatly (OTLY); UiPath (PATH); Five Below (FIVE)Thursday: FedEx (FDX); Dollar General (DG); G-III Apparel (GIII); Jabil (JBL); Signet Jewelers (SIG); Academy Sports (ASO); Williams-Sonoma (WSM); Traeger (COOK)Friday: No notable earnings set for release.","news_type":1},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949369908,"gmtCreate":1678370392304,"gmtModify":1678370395372,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"FOMO....","listText":"FOMO....","text":"FOMO....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949369908","repostId":"2317284607","repostType":2,"repost":{"id":"2317284607","pubTimestamp":1678330742,"share":"https://ttm.financial/m/news/2317284607?lang=&edition=fundamental","pubTime":"2023-03-09 10:59","market":"us","language":"en","title":"Nvidia Stock: FOMO Versus Fundamentals. What Should Investors Do?","url":"https://stock-news.laohu8.com/highlight/detail?id=2317284607","media":"Motley Fool","summary":"Past performance doesn't guarantee future results.","content":"<html><head></head><body><p>Sentiment can change on Wall Street as the wind blows; graphics processing unit (GPU) leader <b>Nvidia</b> declined roughly 59% over the first nine months of 2022. But it has been a different story since October; shares have climbed more than 94% in less than six months. Yet the stock is somehow still down 30% from its highs.</p><p>Sounds promising, right? Let&#39;s take a breath before rushing to place that buy order; some concerns could keep Nvidia&#39;s stock from continuing its skyward trajectory. Don&#39;t let the fear of missing out (FOMO) tempt you into making a hasty decision. Here is what the fundamentals say about Nvidia&#39;s path forward.</p><h2>Nvidia&#39;s business is cooling off</h2><p>There is a lot to like about Nvidia; it&#39;s the world&#39;s leading discrete GPU company. Discrete GPUs are separate from a computer&#39;s central processing unit (CPU) and have dedicated memory. This means they can handle higher workloads, making them suitable for gaming, blockchain, artificial intelligence, and other computing-intense applications.</p><p>Several of these applications have grown recently, which has been great for Nvidia&#39;s business. In the chart, you can see how much revenue and profits have soared over the last decade.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5eeee4155c9b608a7984fa02de04a2a3\" tg-width=\"720\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Nvidia Revenue (TTM) data by YCharts</span></p><p>But a shaky economy and COVID-19 disruptions in China have hurt Nvidia&#39;s business in recent quarters. In fact, revenue and free cash flow declined throughout Nvidia&#39;s 2023 fiscal year (ending Jan. 29, 2023). And business is still slowing with management guiding for $6.5 billion in revenue for Q1 of its fiscal 2024 year (roughly Q1 of the 2023 calendar year), a 21% year-over-year decline.</p><h2>Wall Street&#39;s expectations remain sky-high</h2><p>The recent run in the stock has sent Nvidia&#39;s valuation upward; it now trades at a <i>forward</i> price-to-earnings ratio (P/E) of 53, an 18% premium to its average P/E over the past decade. Whenever a stock trades above or below its long-term norms, I ask whether it&#39;s an anomaly (something that will correct over time) or if something has fundamentally changed to justify this new valuation.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac942bf290778daea4c7476eb9f8c7d9\" tg-width=\"720\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Nvidia PE Ratio data by YCharts</span></p><p>In Nvidia&#39;s case, one could ask: Has the company fundamentally justified a 20% premium to its long-term average? Its earnings per share (EPS) averaged roughly 23% annual growth over the past 10 years. However, analysts expect annual EPS growth to average 17% over the next three to five years.</p><p>Said differently, Nvidia&#39;s stock has gotten more expensive despite an expectation for slower growth moving forward. There&#39;s a lot of evidence that Nvidia is an outstanding technology stock; its lifetime market-beating returns help make that case. So while you shouldn&#39;t necessarily sell shares, here is why new money, or those looking to buy Nvidia shares, should use caution.</p><h2>Is Nvidia stock worth buying today?</h2><p>Nvidia earned $3.34 per share for the fiscal year 2023, which ended Jan. 29, 2023. Analysts believe earnings will increase next year to $4.48 per share, which is how the forward P/E of 53 is calculated. Since Nvidia just started its fiscal year 2024, the stock is overvalued based on profits almost <i>a year into the future</i>.</p><p>Now, hypothetically assume that earnings grow by 17% annually per estimates; that means EPS would increase to $5.18 in the fiscal year 2025, a forward P/E of 45. In other words, investors could face zero returns over the next two years if the stock reverts to its average P/E. That doesn&#39;t factor in other risks like slower growth pushing the P/E below long-term norms or if Nvidia comes up short of estimates.</p><p>There&#39;s no guarantee in investing. Sometimes, investing is as simple as stacking the odds in your favor (due diligence, attractive valuation, etc.) the best you can and hoping that your companies prove you right. Buying Nvidia today leaves investors with more that can go wrong than more that can go right, making the stock riskier than you might think.</p><p>If you&#39;re investing with a longer time frame (say, at least five years) and want to own the stock, consider a dollar-cost averaging strategy to build your position slowly over time. That way, you can buy on the way down if shares fall back from their recent momentum.</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>Nvidia Stock: FOMO Versus Fundamentals. What Should Investors Do?</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: FOMO Versus Fundamentals. What Should Investors Do?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-09 10:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/08/nvidia-stock-fomo-versus-fundamentals-what-should/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sentiment can change on Wall Street as the wind blows; graphics processing unit (GPU) leader Nvidia declined roughly 59% over the first nine months of 2022. But it has been a different story since ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/08/nvidia-stock-fomo-versus-fundamentals-what-should/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","BK4588":"碎股","BK4550":"红杉资本持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4141":"半导体产品","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","SG9999002232.USD":"Allianz Global High Payout USD","BK4503":"景林资产持仓","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU0109392836.USD":"富兰克林科技股A","LU2063271972.USD":"富兰克林创新领域基金","SG9999002224.SGD":"Allianz Global High Payout SGD","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4548":"巴美列捷福持仓","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4529":"IDC概念","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4527":"明星科技股","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU0056508442.USD":"贝莱德世界科技基金A2","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","NVDA":"英伟达","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","BK4211":"区域性银行","BK4587":"ChatGPT概念","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4579":"人工智能","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4543":"AI"},"source_url":"https://www.fool.com/investing/2023/03/08/nvidia-stock-fomo-versus-fundamentals-what-should/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2317284607","content_text":"Sentiment can change on Wall Street as the wind blows; graphics processing unit (GPU) leader Nvidia declined roughly 59% over the first nine months of 2022. But it has been a different story since October; shares have climbed more than 94% in less than six months. Yet the stock is somehow still down 30% from its highs.Sounds promising, right? Let's take a breath before rushing to place that buy order; some concerns could keep Nvidia's stock from continuing its skyward trajectory. Don't let the fear of missing out (FOMO) tempt you into making a hasty decision. Here is what the fundamentals say about Nvidia's path forward.Nvidia's business is cooling offThere is a lot to like about Nvidia; it's the world's leading discrete GPU company. Discrete GPUs are separate from a computer's central processing unit (CPU) and have dedicated memory. This means they can handle higher workloads, making them suitable for gaming, blockchain, artificial intelligence, and other computing-intense applications.Several of these applications have grown recently, which has been great for Nvidia's business. In the chart, you can see how much revenue and profits have soared over the last decade.Nvidia Revenue (TTM) data by YChartsBut a shaky economy and COVID-19 disruptions in China have hurt Nvidia's business in recent quarters. In fact, revenue and free cash flow declined throughout Nvidia's 2023 fiscal year (ending Jan. 29, 2023). And business is still slowing with management guiding for $6.5 billion in revenue for Q1 of its fiscal 2024 year (roughly Q1 of the 2023 calendar year), a 21% year-over-year decline.Wall Street's expectations remain sky-highThe recent run in the stock has sent Nvidia's valuation upward; it now trades at a forward price-to-earnings ratio (P/E) of 53, an 18% premium to its average P/E over the past decade. Whenever a stock trades above or below its long-term norms, I ask whether it's an anomaly (something that will correct over time) or if something has fundamentally changed to justify this new valuation.Nvidia PE Ratio data by YChartsIn Nvidia's case, one could ask: Has the company fundamentally justified a 20% premium to its long-term average? Its earnings per share (EPS) averaged roughly 23% annual growth over the past 10 years. However, analysts expect annual EPS growth to average 17% over the next three to five years.Said differently, Nvidia's stock has gotten more expensive despite an expectation for slower growth moving forward. There's a lot of evidence that Nvidia is an outstanding technology stock; its lifetime market-beating returns help make that case. So while you shouldn't necessarily sell shares, here is why new money, or those looking to buy Nvidia shares, should use caution.Is Nvidia stock worth buying today?Nvidia earned $3.34 per share for the fiscal year 2023, which ended Jan. 29, 2023. Analysts believe earnings will increase next year to $4.48 per share, which is how the forward P/E of 53 is calculated. Since Nvidia just started its fiscal year 2024, the stock is overvalued based on profits almost a year into the future.Now, hypothetically assume that earnings grow by 17% annually per estimates; that means EPS would increase to $5.18 in the fiscal year 2025, a forward P/E of 45. In other words, investors could face zero returns over the next two years if the stock reverts to its average P/E. That doesn't factor in other risks like slower growth pushing the P/E below long-term norms or if Nvidia comes up short of estimates.There's no guarantee in investing. Sometimes, investing is as simple as stacking the odds in your favor (due diligence, attractive valuation, etc.) the best you can and hoping that your companies prove you right. Buying Nvidia today leaves investors with more that can go wrong than more that can go right, making the stock riskier than you might think.If you're investing with a longer time frame (say, at least five years) and want to own the stock, consider a dollar-cost averaging strategy to build your position slowly over time. That way, you can buy on the way down if shares fall back from their recent momentum.","news_type":1},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949334160,"gmtCreate":1678354416051,"gmtModify":1678354420095,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"POwer...","listText":"POwer...","text":"POwer...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949334160","repostId":"2317406182","repostType":2,"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957238751,"gmtCreate":1677273606474,"gmtModify":1677273610422,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957238751","repostId":"1118085679","repostType":2,"repost":{"id":"1118085679","pubTimestamp":1677219134,"share":"https://ttm.financial/m/news/1118085679?lang=&edition=fundamental","pubTime":"2023-02-24 14:12","market":"us","language":"en","title":"Alibaba: Last Chance To Hop Aboard The Chinese Dragon","url":"https://stock-news.laohu8.com/highlight/detail?id=1118085679","media":"Seeking Alpha","summary":"SummaryAlibaba Group Holding Limited reported solid fiscal Q3 earnings but shares were down for the ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba Group Holding Limited reported solid fiscal Q3 earnings but shares were down for the day.</li><li>There are compelling fundamental and macroeconomic reasons to invest in BABA.</li><li>The technical picture suggests we could head a bit lower before we continue the rally.</li></ul><p><b>Thesis Summary</b></p><p>Alibaba Group Holding Limited (NYSE: BABA) has recently released its latest results, and despite a beat, the company is down on the day.</p><p>Despite the market’s skepticism, I see a discounted company that has held up well during hard times. Add to this the favorable macroeconomic environment in China and the positive outlook from a technical perspective, and you have a screaming buy.</p><p>There’s always going to be a risk with Chinese stocks, but Alibaba is a risk worth taking.</p><p><b>Recent Earnings</b></p><p>Alibaba released its Q4 earnings on Thursday morning, beating on revenue by $40 million and non-GAAP EPS by $0.39. The stock was down on the day, but this is in line with the broader Chinese tech stocks.</p><p><img src=\"https://static.tigerbbs.com/5af8b9295125979d1470ba2fdc9dd767\" tg-width=\"1280\" tg-height=\"823\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Revenues(Earnings Report)</p><p>Revenues are flat compared to last year, but we can see that margins improved substantially. Indeed, the operating margin is up 396%, but this comes with an asterisk, or in this case, that footnote denoted by the small number 3.</p><p>The company did not report impairment charges of RMB 22,427 attributable to the Digital media and entertainment segment. Once you take this into account, the real Operating Income should be closer to RMB 12,500, which is an increase of 78%. Still not a bad number, though. Now let’s move on to the segment breakdown:</p><p><img src=\"https://static.tigerbbs.com/60a824eae6b3d2621e93001cdd84dc8d\" tg-width=\"1280\" tg-height=\"732\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Segment Results(Earnings Report)</p><p>We can see that China commerce was down 1% YoY, while Cainiao saw the biggest growth, followed by local consumer services. It’s also worth noting International commerce, Local consumer services, and even Cainiao have improved their EBITA margin.</p><p>All in all, I would say that the company has done well to maintain its revenues while increasing profitability.</p><p><b>Forward Outlook</b></p><p>Clearly, BABA has come from a tough year, where focusing on reigning in costs was the right thing to do. Moving forward, though, what can we expect? Will the company be able to pull on any more growth levers, and can we expect profitability to keep increasing?</p><p>When asked about growth, CFO Toby Xu has this to say:</p><blockquote>First, indeed, over the past 20-plus years, the major opportunities for us that we see have been around applying digital technology to commerce, logistics and cloud computing. And this is indeed the long-term strategy of Alibaba. We remain firmly committed, as always, to our 3 core strategies around consumption, cloud and globalization.</blockquote><p>Source: earnings call.</p><p>Chu then went on to throw out some encouraging numbers regarding domestic consumption and spending on technology. IT spending in China is 1% of GDP compared to 5% in the U.S. When it comes to cloud spending within this sector, the difference is even larger.</p><p>This is certainly a compelling point. China has some work to do in terms of digitalization, and if Alibaba can be the main driver, they will do well.</p><p>In terms of costs, there wasn’t much talk on the earnings call, which was more focused on growth and new technologies like AI. It appears that returning to growth at this point is more important to Alibaba than increasing profitability.</p><p>Given the ample opportunities in the Chinese market, this seems like the right approach.</p><p><b>Risks and Other considerations</b></p><p>Investing in China always carries a risk, we are well aware, but I think now is a good time to diversify, especially given the separation in monetary policy between the Federal Reserve and the PBoC.</p><p>China has recently injected $29 billion into the system through its medium-term lending facility, and there ismore to come.</p><blockquote>Robin Xing, Morgan Stanley&#39;s chief China economist, said the country&#39;s monetary policy is expected to stay relatively accommodative throughout this year to ensure a steady economic recovery from COVID-19, without a sharp tightening of policy stance…</blockquote><blockquote>Pointing to the policy stance of keeping monetary conditions accommodative, the PBOC injected a net 199 billion yuan ($29 billion) in liquidity via its medium-term lending facility operation on Wednesday, marking the third consecutive month of net injection.</blockquote><p>Source: Chinadaily.</p><p>I covered this ina recent article. The main point here is that China is turning on the liquidity tap, hard, and this is very good for markets, and especially for Chinese equities.</p><p><b>Technical Analysis</b></p><p>The technical picture suggests we could dip a bit lower before we rally.</p><p><img src=\"https://static.tigerbbs.com/6173200cc0a4eb75c13cd2fede907fe0\" tg-width=\"1280\" tg-height=\"661\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Alibaba TA(Author&#39;s work)</p><p>Since Alibaba found a bottom at $57, the stock has rallied impulsively in what we can identify as a five-wave diagonal. With the latest selloff, we have just tapped the 38.2% retracement and found support at the 200-day MA. Worth mentioning also is that the RSI is nearing oversold. I’d expect to see a bounce in the short term. Ultimately, a more reliable bottom could be found as we complete this ABC structure into the $84-$77 level.</p><p>Still, trading today at $94, we could be quite close to the bottom, and this is a good point to start DCA.</p><p><b>Takeaway</b></p><p>All in all, Alibaba Group Holding Limited is still a good company, and I see it as potentially one of the biggest winners from the actions of the PBoC. Now is a good time to buy Alibaba Group Holding Limited, and if we do get to my lower target of $77, I’ll be doubling down on this bet.</p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: Last Chance To Hop Aboard The Chinese Dragon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Last Chance To Hop Aboard The Chinese Dragon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-24 14:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4581454-alibaba-last-chance-to-hop-aboard-the-chinese-dragon><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba Group Holding Limited reported solid fiscal Q3 earnings but shares were down for the day.There are compelling fundamental and macroeconomic reasons to invest in BABA.The technical ...</p>\n\n<a href=\"https://seekingalpha.com/article/4581454-alibaba-last-chance-to-hop-aboard-the-chinese-dragon\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4581454-alibaba-last-chance-to-hop-aboard-the-chinese-dragon","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118085679","content_text":"SummaryAlibaba Group Holding Limited reported solid fiscal Q3 earnings but shares were down for the day.There are compelling fundamental and macroeconomic reasons to invest in BABA.The technical picture suggests we could head a bit lower before we continue the rally.Thesis SummaryAlibaba Group Holding Limited (NYSE: BABA) has recently released its latest results, and despite a beat, the company is down on the day.Despite the market’s skepticism, I see a discounted company that has held up well during hard times. Add to this the favorable macroeconomic environment in China and the positive outlook from a technical perspective, and you have a screaming buy.There’s always going to be a risk with Chinese stocks, but Alibaba is a risk worth taking.Recent EarningsAlibaba released its Q4 earnings on Thursday morning, beating on revenue by $40 million and non-GAAP EPS by $0.39. The stock was down on the day, but this is in line with the broader Chinese tech stocks.Revenues(Earnings Report)Revenues are flat compared to last year, but we can see that margins improved substantially. Indeed, the operating margin is up 396%, but this comes with an asterisk, or in this case, that footnote denoted by the small number 3.The company did not report impairment charges of RMB 22,427 attributable to the Digital media and entertainment segment. Once you take this into account, the real Operating Income should be closer to RMB 12,500, which is an increase of 78%. Still not a bad number, though. Now let’s move on to the segment breakdown:Segment Results(Earnings Report)We can see that China commerce was down 1% YoY, while Cainiao saw the biggest growth, followed by local consumer services. It’s also worth noting International commerce, Local consumer services, and even Cainiao have improved their EBITA margin.All in all, I would say that the company has done well to maintain its revenues while increasing profitability.Forward OutlookClearly, BABA has come from a tough year, where focusing on reigning in costs was the right thing to do. Moving forward, though, what can we expect? Will the company be able to pull on any more growth levers, and can we expect profitability to keep increasing?When asked about growth, CFO Toby Xu has this to say:First, indeed, over the past 20-plus years, the major opportunities for us that we see have been around applying digital technology to commerce, logistics and cloud computing. And this is indeed the long-term strategy of Alibaba. We remain firmly committed, as always, to our 3 core strategies around consumption, cloud and globalization.Source: earnings call.Chu then went on to throw out some encouraging numbers regarding domestic consumption and spending on technology. IT spending in China is 1% of GDP compared to 5% in the U.S. When it comes to cloud spending within this sector, the difference is even larger.This is certainly a compelling point. China has some work to do in terms of digitalization, and if Alibaba can be the main driver, they will do well.In terms of costs, there wasn’t much talk on the earnings call, which was more focused on growth and new technologies like AI. It appears that returning to growth at this point is more important to Alibaba than increasing profitability.Given the ample opportunities in the Chinese market, this seems like the right approach.Risks and Other considerationsInvesting in China always carries a risk, we are well aware, but I think now is a good time to diversify, especially given the separation in monetary policy between the Federal Reserve and the PBoC.China has recently injected $29 billion into the system through its medium-term lending facility, and there ismore to come.Robin Xing, Morgan Stanley's chief China economist, said the country's monetary policy is expected to stay relatively accommodative throughout this year to ensure a steady economic recovery from COVID-19, without a sharp tightening of policy stance…Pointing to the policy stance of keeping monetary conditions accommodative, the PBOC injected a net 199 billion yuan ($29 billion) in liquidity via its medium-term lending facility operation on Wednesday, marking the third consecutive month of net injection.Source: Chinadaily.I covered this ina recent article. The main point here is that China is turning on the liquidity tap, hard, and this is very good for markets, and especially for Chinese equities.Technical AnalysisThe technical picture suggests we could dip a bit lower before we rally.Alibaba TA(Author's work)Since Alibaba found a bottom at $57, the stock has rallied impulsively in what we can identify as a five-wave diagonal. With the latest selloff, we have just tapped the 38.2% retracement and found support at the 200-day MA. Worth mentioning also is that the RSI is nearing oversold. I’d expect to see a bounce in the short term. Ultimately, a more reliable bottom could be found as we complete this ABC structure into the $84-$77 level.Still, trading today at $94, we could be quite close to the bottom, and this is a good point to start DCA.TakeawayAll in all, Alibaba Group Holding Limited is still a good company, and I see it as potentially one of the biggest winners from the actions of the PBoC. Now is a good time to buy Alibaba Group Holding Limited, and if we do get to my lower target of $77, I’ll be doubling down on this bet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954211994,"gmtCreate":1676385964218,"gmtModify":1676385967830,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"🔋 power","listText":"🔋 power","text":"🔋 power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954211994","repostId":"2311195912","repostType":2,"repost":{"id":"2311195912","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":1676385450,"share":"https://ttm.financial/m/news/2311195912?lang=&edition=fundamental","pubTime":"2023-02-14 22:37","market":"us","language":"en","title":"UPDATE 1-Tesla workers launch campaign to form union in New York","url":"https://stock-news.laohu8.com/highlight/detail?id=2311195912","media":"Reuters","summary":"(Adds comment and background)      Feb 14 (Reuters) - Tesla Inc    workers in New York state said on","content":"<html><body><p>(Adds comment and background)</p><p>      Feb 14 (Reuters) - Tesla Inc    workers in New York state said on Tuesday they are launching a campaign to form a union, setting the stage for the latest labor challenge for Chief Executive Elon Musk.</p><p>   In a letter to the electric carmaker's management, the employees announced their plan to unionize with Workers United Upstate New York.</p><p>   The union, if formed, would be a first for Tesla, which up until now has managed to avoid unionization at its U.S. facilities unlike other major automakers.</p><p>   Musk has in the past been vocal about his opposition to unions and faced the ire of the U.S. National Labor Relations Board when they directed him to delete a 2018 tweet saying employees would lose their stock options if they formed a union.</p><p>   \"We believe unionizing will give us a voice in our workplace that we feel has been ignored to this point,\" the workers said in a press release on Tuesday. \"We are only asking for a seat in the car that we helped build.\"</p><p>   The letter, first reported by Bloomberg News earlier in the day, cited employees asking Tesla to respect their right to organize a union and called on the world's most valuable automaker to sign the Fair Election Principles. </p><p>   Employees said the right to organize a union is a fundamental civil right and the principles would prevent Tesla from threatening or retaliating against workers for organizing a union.</p><p>   \"We, as workers, deserve to be able to negotiate fair labor with our employers, and there are many changes I'd love to see at Tesla for the benefit of the workers,\" Alexis Hy, an employee with Tesla, said in a statement.</p><p>   Tesla did not immediately respond to a Reuters request for comment.</p><p>(Reporting by Samrhitha Arunasalam and Akash Sriram in Bengaluru; Editing by Sherry Jacob-Phillips)</p><p>((Samrhitha.A@thomsonreuters.com))</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>UPDATE 1-Tesla workers launch campaign to form union in New York</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUPDATE 1-Tesla workers launch campaign to form union in New York\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\">2023-02-14 22:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>(Adds comment and background)</p><p>      Feb 14 (Reuters) - Tesla Inc    workers in New York state said on Tuesday they are launching a campaign to form a union, setting the stage for the latest labor challenge for Chief Executive Elon Musk.</p><p>   In a letter to the electric carmaker's management, the employees announced their plan to unionize with Workers United Upstate New York.</p><p>   The union, if formed, would be a first for Tesla, which up until now has managed to avoid unionization at its U.S. facilities unlike other major automakers.</p><p>   Musk has in the past been vocal about his opposition to unions and faced the ire of the U.S. National Labor Relations Board when they directed him to delete a 2018 tweet saying employees would lose their stock options if they formed a union.</p><p>   \"We believe unionizing will give us a voice in our workplace that we feel has been ignored to this point,\" the workers said in a press release on Tuesday. \"We are only asking for a seat in the car that we helped build.\"</p><p>   The letter, first reported by Bloomberg News earlier in the day, cited employees asking Tesla to respect their right to organize a union and called on the world's most valuable automaker to sign the Fair Election Principles. </p><p>   Employees said the right to organize a union is a fundamental civil right and the principles would prevent Tesla from threatening or retaliating against workers for organizing a union.</p><p>   \"We, as workers, deserve to be able to negotiate fair labor with our employers, and there are many changes I'd love to see at Tesla for the benefit of the workers,\" Alexis Hy, an employee with Tesla, said in a statement.</p><p>   Tesla did not immediately respond to a Reuters request for comment.</p><p>(Reporting by Samrhitha Arunasalam and Akash Sriram in Bengaluru; Editing by Sherry Jacob-Phillips)</p><p>((Samrhitha.A@thomsonreuters.com))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU2063271972.USD":"富兰克林创新领域基金","BK4555":"新能源车","BK4574":"无人驾驶","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4581":"高盛持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4551":"寇图资本持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","TSLA":"特斯拉","BK4550":"红杉资本持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4527":"明星科技股","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2311195912","content_text":"(Adds comment and background)      Feb 14 (Reuters) - Tesla Inc    workers in New York state said on Tuesday they are launching a campaign to form a union, setting the stage for the latest labor challenge for Chief Executive Elon Musk.   In a letter to the electric carmaker's management, the employees announced their plan to unionize with Workers United Upstate New York.   The union, if formed, would be a first for Tesla, which up until now has managed to avoid unionization at its U.S. facilities unlike other major automakers.   Musk has in the past been vocal about his opposition to unions and faced the ire of the U.S. National Labor Relations Board when they directed him to delete a 2018 tweet saying employees would lose their stock options if they formed a union.   \"We believe unionizing will give us a voice in our workplace that we feel has been ignored to this point,\" the workers said in a press release on Tuesday. \"We are only asking for a seat in the car that we helped build.\"   The letter, first reported by Bloomberg News earlier in the day, cited employees asking Tesla to respect their right to organize a union and called on the world's most valuable automaker to sign the Fair Election Principles.    Employees said the right to organize a union is a fundamental civil right and the principles would prevent Tesla from threatening or retaliating against workers for organizing a union.   \"We, as workers, deserve to be able to negotiate fair labor with our employers, and there are many changes I'd love to see at Tesla for the benefit of the workers,\" Alexis Hy, an employee with Tesla, said in a statement.   Tesla did not immediately respond to a Reuters request for comment.(Reporting by Samrhitha Arunasalam and Akash Sriram in Bengaluru; Editing by Sherry Jacob-Phillips)((Samrhitha.A@thomsonreuters.com))","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954603587,"gmtCreate":1676287630249,"gmtModify":1676287637887,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"Time for the gorilla to work.......","listText":"Time for the gorilla to work.......","text":"Time for the gorilla to work.......","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954603587","repostId":"2309589865","repostType":2,"repost":{"id":"2309589865","pubTimestamp":1675810800,"share":"https://ttm.financial/m/news/2309589865?lang=&edition=fundamental","pubTime":"2023-02-08 07:00","market":"us","language":"en","title":"Gorilla Technology Group Announces First U.K. Customer","url":"https://stock-news.laohu8.com/highlight/detail?id=2309589865","media":"GlobeNewswire","summary":"--Tangible Milestone in Global Expansion Strategy----Video Analytics Suite for Smart Port Applicatio","content":"<html><body><img hspace=\"5\" src=\"https://s1.yimg.com/uu/api/res/1.2/nEvAKVGxNMOILqGp.e1lNQ--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/globenewswire.com/85806def397265b61c59c79d1a5f52c0\" title=\"Logo_GorillaTech.png\" vspace=\"5\"/>\n<p><em>--Tangible Milestone in Global Expansion Strategy--</em><br/><em>--Video Analytics Suite for Smart Port Application--</em><br/><em>--Customer Win Supported by Headquarters Move to U.K.--</em><br/><br/></p>\n<p>LONDON, Feb. 07, 2023 (GLOBE NEWSWIRE) -- <u><a href=\"https://laohu8.com/S/GRRR\">Gorilla Technology</a> Group Inc.</u> (“Gorilla”) (NASDAQ: GRRR), a global provider of AI-based edge video analytics, IoT technologies, and cybersecurity, today announced that it secured its first U.K. customer for its edge-based Video Analytics solution for a port owner upgrading its infrastructure to enable more efficient operations through intelligent “Smart Port” functionality.</p>\n<p>“This terrific news is an early indication of the strength of our globalization strategy,” said Jay Chandan, Chairman and CEO of Gorilla. “In almost two decades, we developed sophisticated and powerful technology that we sold throughout Asia, but clearly this functionality can be utilized in a wide variety of applications around the world. By moving our headquarters to Europe and going public in the U.S., we now have the global presence and capital to drive growth in markets around the world. In 2023, we will intensify our focus on winning top-tier clients, developing strategic partnerships, and building visibility for the Gorilla brand.”</p>\n<p>Gorilla Chief Innovation Officer Dr. Rajesh Natarajan added, “This deal brings our edge-based Video Analytics solution to the transportation industry in Europe, helping to enable the growing trend of ‘Smart Ports’. Our Edge AI product will help determine if vehicles and their cargo are identified based on their serial numbers, are properly certified, and are undamaged. This solution can be applied to both air and sea ports, creating a large new growth opportunity for us in the U.K. port industry, which transported more than 445 million tons of cargo in 2021, according to UK Department for Transport.”</p>\n<p><strong>About Gorilla Technology Group Inc.</strong><br/>Gorilla, headquartered in London U.K., is a global solution provider in security intelligence, network intelligence, business intelligence and IoT technology. Gorilla develops a wide range of solutions including Smart Cities, Smart Retail, Enterprise Security, and Smart Media. In addition, Gorilla provides a complete Security Convergence Platform to government institutions, telecom companies and private enterprises with network surveillance and cyber security.<br/></p>\n<p>Gorilla places an emphasis on offering leading technology, expert service, and precise delivery, and ensuring top-of-the-line, intelligent and strong edge AI solutions that enable clients to improve operational performance and efficiency. With continuous core technology development, Gorilla will deliver edge AI solutions to managed service providers, distributors, system integrators, and hardware manufacturers. For more information, please visit our website: <u>Gorilla-Technology.com</u><u>.</u></p>\n<p><strong>Forward-Looking Statements </strong><br/>This press release contains forward-looking statements, which are based on estimates, assumptions, and expectations. Actual results and performance could differ materially and adversely from those expressed or implied in forward-looking statements. Gorilla does not undertake any obligation to update any forward-looking statements, except as required by law.<br/></p>\n<p><strong>Contact</strong><br/>Jeff Fox<br/>The Blueshirt Group for Gorilla<br/>+1 (415) 828-8298<br/>jeff@blueshirtgroup.com<br/><br/><br/><br/></p>\n<br/>\n<img src=\"https://ml.globenewswire.com/media/NDEyODNjNWYtY2EzMi00ZDJkLTg4ZGMtNTFkZjYyYTA5ZTZhLTEyNTgwMjk=/tiny/Gorilla-Technology-Group-Inc-.png\"/>\n<br/></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Gorilla Technology Group Announces First U.K. Customer</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\">\nGorilla Technology Group Announces First U.K. Customer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-08 07:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/gorilla-technology-group-announces-first-230000217.html><strong>GlobeNewswire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>--Tangible Milestone in Global Expansion Strategy----Video Analytics Suite for Smart Port Application----Customer Win Supported by Headquarters Move to U.K.--\nLONDON, Feb. 07, 2023 (GLOBE NEWSWIRE) --...</p>\n\n<a href=\"https://finance.yahoo.com/news/gorilla-technology-group-announces-first-230000217.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/foI8EZFG.NfCoUDt1L0Isw--~B/aD0xNTI7dz01MDU7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/globenewswire.com/e91bfdd2082da162bd4f415ef96a7b8f","relate_stocks":{"GRRRW":"Gorilla Technology Group Inc","BK4023":"应用软件","GRRR":"Gorilla Technology"},"source_url":"https://finance.yahoo.com/news/gorilla-technology-group-announces-first-230000217.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2309589865","content_text":"--Tangible Milestone in Global Expansion Strategy----Video Analytics Suite for Smart Port Application----Customer Win Supported by Headquarters Move to U.K.--\nLONDON, Feb. 07, 2023 (GLOBE NEWSWIRE) -- Gorilla Technology Group Inc. (“Gorilla”) (NASDAQ: GRRR), a global provider of AI-based edge video analytics, IoT technologies, and cybersecurity, today announced that it secured its first U.K. customer for its edge-based Video Analytics solution for a port owner upgrading its infrastructure to enable more efficient operations through intelligent “Smart Port” functionality.\n“This terrific news is an early indication of the strength of our globalization strategy,” said Jay Chandan, Chairman and CEO of Gorilla. “In almost two decades, we developed sophisticated and powerful technology that we sold throughout Asia, but clearly this functionality can be utilized in a wide variety of applications around the world. By moving our headquarters to Europe and going public in the U.S., we now have the global presence and capital to drive growth in markets around the world. In 2023, we will intensify our focus on winning top-tier clients, developing strategic partnerships, and building visibility for the Gorilla brand.”\nGorilla Chief Innovation Officer Dr. Rajesh Natarajan added, “This deal brings our edge-based Video Analytics solution to the transportation industry in Europe, helping to enable the growing trend of ‘Smart Ports’. Our Edge AI product will help determine if vehicles and their cargo are identified based on their serial numbers, are properly certified, and are undamaged. This solution can be applied to both air and sea ports, creating a large new growth opportunity for us in the U.K. port industry, which transported more than 445 million tons of cargo in 2021, according to UK Department for Transport.”\nAbout Gorilla Technology Group Inc.Gorilla, headquartered in London U.K., is a global solution provider in security intelligence, network intelligence, business intelligence and IoT technology. Gorilla develops a wide range of solutions including Smart Cities, Smart Retail, Enterprise Security, and Smart Media. In addition, Gorilla provides a complete Security Convergence Platform to government institutions, telecom companies and private enterprises with network surveillance and cyber security.\nGorilla places an emphasis on offering leading technology, expert service, and precise delivery, and ensuring top-of-the-line, intelligent and strong edge AI solutions that enable clients to improve operational performance and efficiency. With continuous core technology development, Gorilla will deliver edge AI solutions to managed service providers, distributors, system integrators, and hardware manufacturers. For more information, please visit our website: Gorilla-Technology.com.\nForward-Looking Statements This press release contains forward-looking statements, which are based on estimates, assumptions, and expectations. Actual results and performance could differ materially and adversely from those expressed or implied in forward-looking statements. Gorilla does not undertake any obligation to update any forward-looking statements, except as required by law.\nContactJeff FoxThe Blueshirt Group for Gorilla+1 (415) 828-8298jeff@blueshirtgroup.com","news_type":1},"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954898663,"gmtCreate":1676193010253,"gmtModify":1676193536073,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a> https://www.benzinga.com/news/23/02/30850547/bill-gates-says-chatgpt-as-big-an-invention-as-the-internet-will-make-many-office-jobs","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a> https://www.benzinga.com/news/23/02/30850547/bill-gates-says-chatgpt-as-big-an-invention-as-the-internet-will-make-many-office-jobs","text":"$Microsoft(MSFT)$ https://www.benzinga.com/news/23/02/30850547/bill-gates-says-chatgpt-as-big-an-invention-as-the-internet-will-make-many-office-jobs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954898663","isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":366411495125320,"gmtCreate":1730499681341,"gmtModify":1730499685486,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a> Warren Buffett once said that it's wise for investors “to be fearful when others are greedy and to be greedy only when others are fearful.” This statement is somewhat of a contrarian view of stock markets that relates directly to the price of an asset. Golden Reminder ,","listText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a> Warren Buffett once said that it's wise for investors “to be fearful when others are greedy and to be greedy only when others are fearful.” This statement is somewhat of a contrarian view of stock markets that relates directly to the price of an asset. Golden Reminder ,","text":"$Intel(INTC)$ Warren Buffett once said that it's wise for investors “to be fearful when others are greedy and to be greedy only when others are fearful.” This statement is somewhat of a contrarian view of stock markets that relates directly to the price of an asset. Golden Reminder ,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":27,"commentSize":0,"repostSize":15,"link":"https://ttm.financial/post/366411495125320","isVote":1,"tweetType":1,"viewCount":1055,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950945678,"gmtCreate":1672656317494,"gmtModify":1676538716316,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"👍 👌 🙆‍♀️ 🆗️&nbsp;","listText":"👍 👌 🙆‍♀️ 🆗️&nbsp;","text":"👍 👌 🙆‍♀️ 🆗️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9950945678","repostId":"2300287118","repostType":2,"repost":{"id":"2300287118","pubTimestamp":1672626615,"share":"https://ttm.financial/m/news/2300287118?lang=&edition=fundamental","pubTime":"2023-01-02 10:30","market":"us","language":"en","title":"XPeng Announces Just Under Double Increase in December Delivery","url":"https://stock-news.laohu8.com/highlight/detail?id=2300287118","media":"seekingalpha","summary":"XPeng (NYSE:XPEV) announced December delivery of 11,292, up 94% M/M.Flagship G9 SUVs delivery of 4,0","content":"<html><head></head><body><p>XPeng (NYSE:XPEV) announced December delivery of 11,292, up 94% M/M.</p><p>Flagship G9 SUVs delivery of 4,020, 160% up from prior month.</p><p>Q4 total vehicle deliveries of 22,204.</p><p>FY22 total deliveries were 120,757, up 23% Y/Y.</p><p>Li Auto and Nio announced record monthly delivery in December.</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>XPeng Announces Just Under Double Increase in December Delivery</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXPeng Announces Just Under Double Increase in December Delivery\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-02 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3921391-xpeng-announces-just-under-double-increase-in-december-delivery><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>XPeng (NYSE:XPEV) announced December delivery of 11,292, up 94% M/M.Flagship G9 SUVs delivery of 4,020, 160% up from prior month.Q4 total vehicle deliveries of 22,204.FY22 total deliveries were 120,...</p>\n\n<a href=\"https://seekingalpha.com/news/3921391-xpeng-announces-just-under-double-increase-in-december-delivery\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","BK4505":"高瓴资本持仓","BK4526":"热门中概股","BK4555":"新能源车","09868":"小鹏汽车-W","BK4099":"汽车制造商","BK4551":"寇图资本持仓"},"source_url":"https://seekingalpha.com/news/3921391-xpeng-announces-just-under-double-increase-in-december-delivery","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2300287118","content_text":"XPeng (NYSE:XPEV) announced December delivery of 11,292, up 94% M/M.Flagship G9 SUVs delivery of 4,020, 160% up from prior month.Q4 total vehicle deliveries of 22,204.FY22 total deliveries were 120,757, up 23% Y/Y.Li Auto and Nio announced record monthly delivery in December.","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272669051461752,"gmtCreate":1707607376201,"gmtModify":1707607380721,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"Huat Ar everyone!!! Dragon🐉🐉🐉🐉 Year ,All Huat Big time !!!!!💪💪💪💪💪","listText":"Huat Ar everyone!!! Dragon🐉🐉🐉🐉 Year ,All Huat Big time !!!!!💪💪💪💪💪","text":"Huat Ar everyone!!! Dragon🐉🐉🐉🐉 Year ,All Huat Big time !!!!!💪💪💪💪💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/272669051461752","isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":274608226791560,"gmtCreate":1708080963995,"gmtModify":1708080969971,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"Huat Ar!!!!!!!!","listText":"Huat Ar!!!!!!!!","text":"Huat Ar!!!!!!!!","images":[{"img":"https://community-static.tradeup.com/news/31127e6a14028777cc1581510aa0df6b"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274608226791560","isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9949334160,"gmtCreate":1678354416051,"gmtModify":1678354420095,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"POwer...","listText":"POwer...","text":"POwer...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949334160","repostId":"2317406182","repostType":2,"repost":{"id":"2317406182","pubTimestamp":1678375458,"share":"https://ttm.financial/m/news/2317406182?lang=&edition=fundamental","pubTime":"2023-03-09 23:24","market":"us","language":"en","title":"2 Exceptional Growth Stocks That Could Jump 37.6% to 40.2% Higher, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2317406182","media":"Motley Fool","summary":"These businesses are at the top of their respective industries, but you wouldn't know it by looking at their stock prices.","content":"<html><head></head><body><p>Whether you&#39;re new to growth stock investing or you&#39;ve been doing it your whole adult life, the past year has been extremely challenging. The <b>Vanguard Growth ETF</b> that peaked in late 2021 is still more than 27% below its all-time high.</p><p>Despite a terrible year for the major stock market indices, investment bank analysts have a lot of good things to say about their favorite growth stocks. They&#39;re so confident about the path forward for these two stocks that the average price target on them suggests big gains could be up ahead.</p><h2>1. Amazon</h2><p>You&#39;re most likely familiar with <b>Amazon</b>&#39;s enormous e-commerce operation, but it&#39;s the businesses most consumers don&#39;t see that grab Wall Street&#39;s attention. Encouraged by its leading position in the market for cloud computing services, Wall Street analysts slapped a consensus price target on the stock that suggests it can rise 40.2% in the near term.</p><p>In 2020 and 2021, Amazon doubled the strength of its fulfillment network to meet pandemic-driven demand that quickly subsided. The stock&#39;s way off from its peak because enormous profits from the early days of the pandemic turned into losses last year.</p><p>I&#39;m confident that a long-running trend favoring online shopping will push Amazon&#39;s e-commerce operation back into profitability. In the meantime, its cloud computing, and digital advertising businesses are more than capable of picking up the slack. Amazon Web Services reported operating income that soared 23% year over year to $22.8 billion in 2022.</p><p>Fourth-quarter sales from Amazon&#39;s digital ad business grew 23% year over year to $11.6 billion. Now, it&#39;s one of the largest members of a digital ad industry already worth more than $760 billion annually.</p><p>Right now, Amazon is trading for just 29.3 times 2021 earnings. That was a great year, but it isn&#39;t a high-water mark I expect to last very long. With leading positions in e-commerce, cloud computing, and digital advertising, this stock has everything it needs to deliver market-beating gains to patient investors.</p><h2>2. InMode</h2><p>If a giant like Amazon doesn&#39;t suit you, consider this up-and-coming provider of medical technology. <b>InMode</b> develops and markets minimally invasive devices for a variety of cosmetic procedures.</p><p>One of InMode&#39;s biggest growth drivers at the moment is BodyTite. With a narrow probe inserted beneath the skin, it performs a service similar to liposuction without the need for any incisions or downtime. The increasing popularity of its devices inspired Wall Street analysts to put a price target on this stock that implies a 37.6% gain.</p><p>In 2021, InMode&#39;s surgery-free devices benefited from pandemic-inspired lockdowns that prevented the performance of more complicated cosmetic procedures. Despite the unwinding of those lockdowns, InMode reported sales that soared 21% year over year during the fourth quarter of 2022.</p><p>InMode doesn&#39;t compete directly with Botox injections, but they are the most popular type of minimally invasive procedure. <b>AbbVie</b> reported cosmetic Botox sales that grew just 2.6% year over year in the fourth quarter of 2022.</p><p>The market for noninvasive aesthetic treatments passed $60 billion in 2022 and is projected to grow by around 15.4% annually through 2030, according to Grand View Research. With a proven ability to grow its share of the enormous market for minimally invasive cosmetic procedures, we can reasonably expect many more years of growth at double-digit annual percentage rates. At recent prices, though, you can buy InMode for just 13.7 times forward-looking earnings expectations.</p><p>At this low multiple, long-term investors can beat the market even if its growth rate inexplicably falls by more than half. With a very strong chance to come out ahead, this is one of the best growth stocks you can buy right now.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Exceptional Growth Stocks That Could Jump 37.6% to 40.2% Higher, According to Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Exceptional Growth Stocks That Could Jump 37.6% to 40.2% Higher, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-09 23:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/08/2-exceptional-growth-stocks-that-could-soar-to-acc/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Whether you're new to growth stock investing or you've been doing it your whole adult life, the past year has been extremely challenging. The Vanguard Growth ETF that peaked in late 2021 is still more...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/08/2-exceptional-growth-stocks-that-could-soar-to-acc/\">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","INMD":"InMode Ltd."},"source_url":"https://www.fool.com/investing/2023/03/08/2-exceptional-growth-stocks-that-could-soar-to-acc/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2317406182","content_text":"Whether you're new to growth stock investing or you've been doing it your whole adult life, the past year has been extremely challenging. The Vanguard Growth ETF that peaked in late 2021 is still more than 27% below its all-time high.Despite a terrible year for the major stock market indices, investment bank analysts have a lot of good things to say about their favorite growth stocks. They're so confident about the path forward for these two stocks that the average price target on them suggests big gains could be up ahead.1. AmazonYou're most likely familiar with Amazon's enormous e-commerce operation, but it's the businesses most consumers don't see that grab Wall Street's attention. Encouraged by its leading position in the market for cloud computing services, Wall Street analysts slapped a consensus price target on the stock that suggests it can rise 40.2% in the near term.In 2020 and 2021, Amazon doubled the strength of its fulfillment network to meet pandemic-driven demand that quickly subsided. The stock's way off from its peak because enormous profits from the early days of the pandemic turned into losses last year.I'm confident that a long-running trend favoring online shopping will push Amazon's e-commerce operation back into profitability. In the meantime, its cloud computing, and digital advertising businesses are more than capable of picking up the slack. Amazon Web Services reported operating income that soared 23% year over year to $22.8 billion in 2022.Fourth-quarter sales from Amazon's digital ad business grew 23% year over year to $11.6 billion. Now, it's one of the largest members of a digital ad industry already worth more than $760 billion annually.Right now, Amazon is trading for just 29.3 times 2021 earnings. That was a great year, but it isn't a high-water mark I expect to last very long. With leading positions in e-commerce, cloud computing, and digital advertising, this stock has everything it needs to deliver market-beating gains to patient investors.2. InModeIf a giant like Amazon doesn't suit you, consider this up-and-coming provider of medical technology. InMode develops and markets minimally invasive devices for a variety of cosmetic procedures.One of InMode's biggest growth drivers at the moment is BodyTite. With a narrow probe inserted beneath the skin, it performs a service similar to liposuction without the need for any incisions or downtime. The increasing popularity of its devices inspired Wall Street analysts to put a price target on this stock that implies a 37.6% gain.In 2021, InMode's surgery-free devices benefited from pandemic-inspired lockdowns that prevented the performance of more complicated cosmetic procedures. Despite the unwinding of those lockdowns, InMode reported sales that soared 21% year over year during the fourth quarter of 2022.InMode doesn't compete directly with Botox injections, but they are the most popular type of minimally invasive procedure. AbbVie reported cosmetic Botox sales that grew just 2.6% year over year in the fourth quarter of 2022.The market for noninvasive aesthetic treatments passed $60 billion in 2022 and is projected to grow by around 15.4% annually through 2030, according to Grand View Research. With a proven ability to grow its share of the enormous market for minimally invasive cosmetic procedures, we can reasonably expect many more years of growth at double-digit annual percentage rates. At recent prices, though, you can buy InMode for just 13.7 times forward-looking earnings expectations.At this low multiple, long-term investors can beat the market even if its growth rate inexplicably falls by more than half. With a very strong chance to come out ahead, this is one of the best growth stocks you can buy right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952361643,"gmtCreate":1674466133183,"gmtModify":1676538941512,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"POwer upz!!!","listText":"POwer upz!!!","text":"POwer upz!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952361643","repostId":"2305927837","repostType":2,"repost":{"id":"2305927837","pubTimestamp":1674488141,"share":"https://ttm.financial/m/news/2305927837?lang=&edition=fundamental","pubTime":"2023-01-23 23:35","market":"us","language":"en","title":"Tesla Is Last Stronghold for Investors Buying the Dip in Tech Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2305927837","media":"The Wall Street Journal","summary":"After a brutal year for technology stocks, individual investors have lost their appetite for buying ","content":"<html><head></head><body><p>After a brutal year for technology stocks, individual investors have lost their appetite for buying the dip, with one notable exception. They are still scooping up shares of Tesla Inc.</p><p>Individual investors’ net purchases of a basket of eight popular tech stocks hit a recent peak in November, before dropping sharply through the end of the year, according to Vanda Research. Buying has since picked up slightly in the new year as tech shares rebound.</p><p><img src=\"https://static.tigerbbs.com/b7977755e550ba4139ded487b90bb2b1\" tg-width=\"364\" tg-height=\"579\" referrerpolicy=\"no-referrer\"/>As for Tesla, individuals have been steady buyers since the end of 2021, doubling down when the stock tumbled to close out 2022. They have spent more money on Tesla shares in the past six months than in the five years prior, Vanda found. And on Jan. 10, one-day net purchases of Tesla shares hit a record high of $316 million.</p><p>“As markets took a big hit, we saw retail investors shift into their favorite tech stock rather than investing across the whole sector,” Vanda analyst Lucas Mantle said of Tesla. “It might be the last shoe to drop.”</p><p>The Federal Reserve’s fight to tame inflation through aggressive interest-rate increases last year abruptly changed the outlook for big tech stocks, which for years had lifted the major stock indexes to new highs. Investors were forced to reassess the pros and cons of investing in companies whose appeal centered on the prospect of huge profits years down the line.</p><p>Tesla shares dropped 65% in 2022, their worst year on record.</p><p>In the coming week, investors are awaiting quarterly earnings reports from Tesla, along with Microsoft, Intel.</p><p>Even as skeptics cite concerns about production disruptions, demand worries and Chief Executive Elon Musk’s divided attention after his acquisition of Twitter Inc., Tesla’s most ardent supporters keep their faith in a long-term payout.</p><p>Abhas Gupta, a 41-year-old entrepreneur in Irvine, Calif., said he moved his whole equity portfolio into Tesla shares in 2018, enamored by its electric cars and promise of disruptive innovation. Last year, he lost his entire seven-figure retirement fund after taking out margin loans and using options to turbocharge his bets on Tesla, he said. Still, he said he is far from calling it quits.</p><p>“I basically burned a lifetime’s worth of wealth, but none of this has shaken my confidence in the company. There is just no company even remotely close to Tesla on innovation,” Mr. Gupta said.</p><p>“Why would I invest in a basket of dinosaurs?” he said of the S&amp;P 500.</p><p>Mr. Gupta said he is aggressively buying long-dated call options on Tesla. Call options give traders the right, though not the obligation, to buy shares at a stated price by a certain date, while put options grant the right to sell.</p><p>Overall, options volume in Tesla has grown in the past few months, according to Cboe Global Markets. One of the largest options bets on Tesla is that shares will reach $825 in the next three years; the stock closed at $133.42 per share Friday.</p><p><img src=\"https://static.tigerbbs.com/f3eff7c1cdd74a431339a1d06138e4d1\" tg-width=\"361\" tg-height=\"472\" referrerpolicy=\"no-referrer\"/></p><p>Gabriel Wilson, a 52-year-old physician who splits his time between Texas and New York, said the Fed remains his primary concern in the market. After first leasing Tesla’s Model X in 2018, he said he moved all of his investments into Tesla. Although he cashed out his holdings around the end of 2021 due to concerns about near-term market weakness, he is looking to buy Tesla shares again soon, he said.</p><p>Despite last year’s market turmoil, he hasn’t touched a roughly $100,000 trust fund for his son held solely in Tesla shares, he said.</p><p>“No one can compete with Tesla,” Dr. Wilson said. “I have absolutely no doubt Tesla is the future.”</p><p>Many professional investors remain cautious on tech stocks to start the new year. Fund managers rotated out of technology stocks in January and are more underweight the sector than their historical positioning, according to Bank of America Corp.’s latest global fund manager survey.</p><p>But some individuals are betting that tech could reign supreme again if the Fed signals plans to pivot from raising interest rates. Federal-funds futures, used to wager on the course of interest rates, show traders expect the central bank to cut rates later this year, even though Fed officials have repeatedly said their work to cool the economy isn’t done.</p><p>Nicki Bourlioufas, 51, said she bought shares of Advanced Micro Devices Inc. and Nvidia Corp. last year, then refrained from adding new positions as those semiconductor stocks struggled. The financial public-relations consultant in Sydney said she is looking for opportunities to pick up shares of Tesla, along with Microsoft, Apple Inc. and Alphabet Inc.</p><p>“As soon as there’s any hint that interest rates will be cut, then I expect tech stocks will rally and I’d like to be there and positioned,” she said. “I use their products and I’d like to also reap their profits.”</p></body></html>","source":"wsj_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>Tesla Is Last Stronghold for Investors Buying the Dip in 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\">\nTesla Is Last Stronghold for Investors Buying the Dip in Tech Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-23 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/tesla-is-last-stronghold-for-investors-buying-the-dip-in-tech-stocks-11674345465?mod=hp_lead_pos6><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a brutal year for technology stocks, individual investors have lost their appetite for buying the dip, with one notable exception. They are still scooping up shares of Tesla Inc.Individual ...</p>\n\n<a href=\"https://www.wsj.com/articles/tesla-is-last-stronghold-for-investors-buying-the-dip-in-tech-stocks-11674345465?mod=hp_lead_pos6\">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.wsj.com/articles/tesla-is-last-stronghold-for-investors-buying-the-dip-in-tech-stocks-11674345465?mod=hp_lead_pos6","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305927837","content_text":"After a brutal year for technology stocks, individual investors have lost their appetite for buying the dip, with one notable exception. They are still scooping up shares of Tesla Inc.Individual investors’ net purchases of a basket of eight popular tech stocks hit a recent peak in November, before dropping sharply through the end of the year, according to Vanda Research. Buying has since picked up slightly in the new year as tech shares rebound.As for Tesla, individuals have been steady buyers since the end of 2021, doubling down when the stock tumbled to close out 2022. They have spent more money on Tesla shares in the past six months than in the five years prior, Vanda found. And on Jan. 10, one-day net purchases of Tesla shares hit a record high of $316 million.“As markets took a big hit, we saw retail investors shift into their favorite tech stock rather than investing across the whole sector,” Vanda analyst Lucas Mantle said of Tesla. “It might be the last shoe to drop.”The Federal Reserve’s fight to tame inflation through aggressive interest-rate increases last year abruptly changed the outlook for big tech stocks, which for years had lifted the major stock indexes to new highs. Investors were forced to reassess the pros and cons of investing in companies whose appeal centered on the prospect of huge profits years down the line.Tesla shares dropped 65% in 2022, their worst year on record.In the coming week, investors are awaiting quarterly earnings reports from Tesla, along with Microsoft, Intel.Even as skeptics cite concerns about production disruptions, demand worries and Chief Executive Elon Musk’s divided attention after his acquisition of Twitter Inc., Tesla’s most ardent supporters keep their faith in a long-term payout.Abhas Gupta, a 41-year-old entrepreneur in Irvine, Calif., said he moved his whole equity portfolio into Tesla shares in 2018, enamored by its electric cars and promise of disruptive innovation. Last year, he lost his entire seven-figure retirement fund after taking out margin loans and using options to turbocharge his bets on Tesla, he said. Still, he said he is far from calling it quits.“I basically burned a lifetime’s worth of wealth, but none of this has shaken my confidence in the company. There is just no company even remotely close to Tesla on innovation,” Mr. Gupta said.“Why would I invest in a basket of dinosaurs?” he said of the S&P 500.Mr. Gupta said he is aggressively buying long-dated call options on Tesla. Call options give traders the right, though not the obligation, to buy shares at a stated price by a certain date, while put options grant the right to sell.Overall, options volume in Tesla has grown in the past few months, according to Cboe Global Markets. One of the largest options bets on Tesla is that shares will reach $825 in the next three years; the stock closed at $133.42 per share Friday.Gabriel Wilson, a 52-year-old physician who splits his time between Texas and New York, said the Fed remains his primary concern in the market. After first leasing Tesla’s Model X in 2018, he said he moved all of his investments into Tesla. Although he cashed out his holdings around the end of 2021 due to concerns about near-term market weakness, he is looking to buy Tesla shares again soon, he said.Despite last year’s market turmoil, he hasn’t touched a roughly $100,000 trust fund for his son held solely in Tesla shares, he said.“No one can compete with Tesla,” Dr. Wilson said. “I have absolutely no doubt Tesla is the future.”Many professional investors remain cautious on tech stocks to start the new year. Fund managers rotated out of technology stocks in January and are more underweight the sector than their historical positioning, according to Bank of America Corp.’s latest global fund manager survey.But some individuals are betting that tech could reign supreme again if the Fed signals plans to pivot from raising interest rates. Federal-funds futures, used to wager on the course of interest rates, show traders expect the central bank to cut rates later this year, even though Fed officials have repeatedly said their work to cool the economy isn’t done.Nicki Bourlioufas, 51, said she bought shares of Advanced Micro Devices Inc. and Nvidia Corp. last year, then refrained from adding new positions as those semiconductor stocks struggled. The financial public-relations consultant in Sydney said she is looking for opportunities to pick up shares of Tesla, along with Microsoft, Apple Inc. and Alphabet Inc.“As soon as there’s any hint that interest rates will be cut, then I expect tech stocks will rally and I’d like to be there and positioned,” she said. “I use their products and I’d like to also reap their profits.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943854241,"gmtCreate":1679368789384,"gmtModify":1679368793151,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"Surge!!!! Squeeze !!","listText":"Surge!!!! Squeeze !!","text":"Surge!!!! Squeeze !!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943854241","repostId":"1128215337","repostType":2,"repost":{"id":"1128215337","pubTimestamp":1679381237,"share":"https://ttm.financial/m/news/1128215337?lang=&edition=fundamental","pubTime":"2023-03-21 14:47","market":"us","language":"en","title":"Interest Rates May Surge As The Short Squeeze Nears Its End","url":"https://stock-news.laohu8.com/highlight/detail?id=1128215337","media":"Seeking Alpha","summary":"SummaryIt appears there's a short squeeze taking place in Treasury rates.Liquidity in the Treasury f","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>It appears there&#39;s a short squeeze taking place in Treasury rates.</li><li>Liquidity in the Treasury futures has evaporated, making the short squeeze even more painful.</li><li>Once liquidity returns and short covering subsides, rates should rise sharply.</li></ul><p>The recent drop in Treasury rates may have gone too far and seems to have held critical technical levels thus far. This suggests that interest rates could rise from current levels.</p><p>The primary reason for the sudden move was thenews of Silicon Valley Bank&#39;s (SIVB) failure, which triggered a flight to safety and induced a massive wave of short covering across the entire yield curve. This has caused rates to drop sharply, giving the impression that the market is pricing in Fed rate cuts.</p><p><b>Short Covering</b></p><p>Short positions among leveraged funds across the yield curve have become very large, and these funds have suffered significant losses in recent days, as indicated by the SG Trend Index. The index, which tracks the commodity trade advisor&#39;s net daily rate of return, has fallen by 10.3% from March 8 to March 16, wiping out all of the index&#39;s gains over the past year.</p><p><img src=\"https://static.tigerbbs.com/8b824cd024646aac5ce19c977e668568\" tg-width=\"640\" tg-height=\"244\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>The SG Trend index has followed the changes in rates over the past two years. This suggests that the recent sharp decline in yields has been the primary driver of the sudden and significant decline in the SG Trend index.</p><p><img src=\"https://static.tigerbbs.com/569e85caf980b63302902b9816f52fc2\" tg-width=\"640\" tg-height=\"289\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Over the past several months, the big trade was shorting the yield curve among levered funds because the outlook was for the Fed to raise rates pushing nominal rates higher. This led to a significant build-up in the short positions for the 2-year, 5-year, and 10-year Treasury futures contracts.</p><p><img src=\"https://static.tigerbbs.com/70368ab65c0fad2579496890574a74c9\" tg-width=\"640\" tg-height=\"289\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>However, with the recent market scare and flight to safety, the models have likely shifted from a short signal to a cover signal, as evidenced by the 20-day moving average flipping from rising to falling.</p><p><img src=\"https://static.tigerbbs.com/9b19ee0974b5f4fe8b5a63903773e848\" tg-width=\"640\" tg-height=\"289\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>Liquidity Has Evaporated</b></p><p>The primary problem is that liquidity in these futures contracts has dried up, and the bid-ask spread has widened, making it difficult to unwind bearish bets on the yield curve and exacerbating the move in rates.</p><p>When the depth of the book thins out, it means that there are not as many futures contracts available to buy or sell without significantly affecting the underlying contract. When the spread widens, it makes trading even more expensive. The wider the spreads become and the thinner the top of the book gets, the more challenging it is to execute transactions. The 2-year futures contract, for example, has experienced a significant decline in book depth and a significant widening of the bid-ask spread.</p><p><img src=\"https://static.tigerbbs.com/03023e4c596645c0855d62f4d8209662\" tg-width=\"640\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/></p><p>CME</p><p>A similar situation is visible in the 5-year Treasury futures contract, with the bid-ask spread widening significantly and the book depth thinning out. This trend is also noticeable in the 10-year futures contracts.</p><p><img src=\"https://static.tigerbbs.com/44c9ebd69eb33f69c5115ac7937e0885\" tg-width=\"640\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/></p><p>CME</p><p>Consider that leveraged funds are struggling to unwind short positions. At the same time, liquidity in the market evaporates has probably caused rates to drop sharply and the violent moves that have been recently witnessed.</p><p>Interestingly, this is visible on the technical charts, as the 200-day moving average has provided crucial support for the 2-year, 5-year, and 10-year Treasury rates. This level of technical support is significant because it can indicate the long-term direction of the overall movement in rates. As long as this moving average holds, it seems to suggest that rates could see a significant rebound in the coming weeks.</p><p><img src=\"https://static.tigerbbs.com/42450c17316f250fee18bb6b53cfa981\" tg-width=\"640\" tg-height=\"238\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>Rate Cuts?</b></p><p>At least on the surface, similar conditions seem to exist in the 3-month SOFR futures contracts, with substantial short positions built up over the past few months. If the race here is to cover short positions, it could be creating the impression that the markets are pricing in rate cuts when, in reality, it&#39;s just systematic short covering due to model signals.</p><p><img src=\"https://static.tigerbbs.com/084ebecb81528bc06f71940801208b46\" tg-width=\"640\" tg-height=\"289\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>As short covering eases and liquidity improves in the market, rates in the US will likely recover and rise significantly, especially if the Fed raises rates this week and signals for more rate hikes to come.</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>Interest Rates May Surge As The Short Squeeze Nears Its End</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\">\nInterest Rates May Surge As The Short Squeeze Nears Its End\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-21 14:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4588775-fed-interest-rates-may-surge-short-squeeze-nears-end><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIt appears there's a short squeeze taking place in Treasury rates.Liquidity in the Treasury futures has evaporated, making the short squeeze even more painful.Once liquidity returns and short ...</p>\n\n<a href=\"https://seekingalpha.com/article/4588775-fed-interest-rates-may-surge-short-squeeze-nears-end\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4588775-fed-interest-rates-may-surge-short-squeeze-nears-end","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1128215337","content_text":"SummaryIt appears there's a short squeeze taking place in Treasury rates.Liquidity in the Treasury futures has evaporated, making the short squeeze even more painful.Once liquidity returns and short covering subsides, rates should rise sharply.The recent drop in Treasury rates may have gone too far and seems to have held critical technical levels thus far. This suggests that interest rates could rise from current levels.The primary reason for the sudden move was thenews of Silicon Valley Bank's (SIVB) failure, which triggered a flight to safety and induced a massive wave of short covering across the entire yield curve. This has caused rates to drop sharply, giving the impression that the market is pricing in Fed rate cuts.Short CoveringShort positions among leveraged funds across the yield curve have become very large, and these funds have suffered significant losses in recent days, as indicated by the SG Trend Index. The index, which tracks the commodity trade advisor's net daily rate of return, has fallen by 10.3% from March 8 to March 16, wiping out all of the index's gains over the past year.BloombergThe SG Trend index has followed the changes in rates over the past two years. This suggests that the recent sharp decline in yields has been the primary driver of the sudden and significant decline in the SG Trend index.BloombergOver the past several months, the big trade was shorting the yield curve among levered funds because the outlook was for the Fed to raise rates pushing nominal rates higher. This led to a significant build-up in the short positions for the 2-year, 5-year, and 10-year Treasury futures contracts.BloombergHowever, with the recent market scare and flight to safety, the models have likely shifted from a short signal to a cover signal, as evidenced by the 20-day moving average flipping from rising to falling.BloombergLiquidity Has EvaporatedThe primary problem is that liquidity in these futures contracts has dried up, and the bid-ask spread has widened, making it difficult to unwind bearish bets on the yield curve and exacerbating the move in rates.When the depth of the book thins out, it means that there are not as many futures contracts available to buy or sell without significantly affecting the underlying contract. When the spread widens, it makes trading even more expensive. The wider the spreads become and the thinner the top of the book gets, the more challenging it is to execute transactions. The 2-year futures contract, for example, has experienced a significant decline in book depth and a significant widening of the bid-ask spread.CMEA similar situation is visible in the 5-year Treasury futures contract, with the bid-ask spread widening significantly and the book depth thinning out. This trend is also noticeable in the 10-year futures contracts.CMEConsider that leveraged funds are struggling to unwind short positions. At the same time, liquidity in the market evaporates has probably caused rates to drop sharply and the violent moves that have been recently witnessed.Interestingly, this is visible on the technical charts, as the 200-day moving average has provided crucial support for the 2-year, 5-year, and 10-year Treasury rates. This level of technical support is significant because it can indicate the long-term direction of the overall movement in rates. As long as this moving average holds, it seems to suggest that rates could see a significant rebound in the coming weeks.BloombergRate Cuts?At least on the surface, similar conditions seem to exist in the 3-month SOFR futures contracts, with substantial short positions built up over the past few months. If the race here is to cover short positions, it could be creating the impression that the markets are pricing in rate cuts when, in reality, it's just systematic short covering due to model signals.BloombergAs short covering eases and liquidity improves in the market, rates in the US will likely recover and rise significantly, especially if the Fed raises rates this week and signals for more rate hikes to come.","news_type":1},"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958146406,"gmtCreate":1673666753406,"gmtModify":1676538873113,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"Let's watch out for apple to be expected to drop below 100??","listText":"Let's watch out for apple to be expected to drop below 100??","text":"Let's watch out for apple to be expected to drop below 100??","images":[{"img":"https://community-static.tradeup.com/news/1b8ef154c98f5a87d312346255990739"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9958146406","repostId":"2303708978","repostType":4,"repost":{"id":"2303708978","pubTimestamp":1673755084,"share":"https://ttm.financial/m/news/2303708978?lang=&edition=fundamental","pubTime":"2023-01-15 11:58","market":"us","language":"en","title":"3 Warren Buffett Stocks to Avoid Like the Plague in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2303708978","media":"Motley Fool","summary":"Even the world's greatest investors are wrong from time to time.","content":"<html><head></head><body><p>Pretty much all Warren Buffett has done is win since becoming CEO of <b>Berkshire Hathaway</b> in 1965. Including the 4% gain for Berkshire&#39;s Class A shares (BRK.A) in 2022, the Oracle of Omaha has overseen a greater than 3,700,000% aggregate return for his shareholders since taking the reins.</p><p>However, Buffett isn&#39;t infallible. Even the greatest investors in the world are going to be wrong from time to time. With approximately four dozen securities in Berkshire Hathaway&#39;s investment portfolio, some are bound to underperform.</p><p>As investors continue to steam ahead into the new year, three Warren Buffett stocks stand out as potential underperformers that can be avoided like the plague.</p><h2><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></h2><p>To be perfectly clear, Buffett and his investment team don&#39;t pile into train wrecks. They tend to buy businesses that offer a long history of profitability and/or present with clear-cut competitive advantages. Cloud data-warehousing company <b>Snowflake</b> falls into the latter camp, with easily identifiable competitive edges.</p><p>Snowflake built its solutions atop the most popular cloud infrastructure services. While it can be difficult to share data across competing cloud infrastructure platforms without Snowflake, data-sharing is seamless for the company&#39;s customers.</p><p>Further, Snowflake has shunned cloud-based subscriptions in favor of a pay-as-you-go model. Customers are charged based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent payment approach is well liked, as evidenced by Snowflake&#39;s net revenue retention rate of 165% in the October-ended fiscal quarter. This retention rate means existing customers are spending 65% more on a year-over-year basis.</p><p>Despite these advantages, I fully expect Snowflake to underperform the broader market in 2023. With the Federal Reserve rapidly raising interest rates to tame historically high inflation, it&#39;s growth-oriented companies that&#39;ll be hit hardest. If the tea leaves are correct and the U.S. falls into a recession at some point this year, new customer generation and net revenue retention rate would both be expected to slow.</p><p>The other issue that can&#39;t be ignored is its premium valuation. Despite Snowflake stock losing in the neighborhood of 70% since hitting an all-time high of $405 in November 2021, it&#39;s still, arguably, the most expensive cloud stock relative to sales. Even if the company manages the 46% sales growth Wall Street&#39;s consensus is calling for in fiscal 2024 (which covers a good portion of the 2023 calendar year), it&#39;ll still be valued at more than 13 times the $3 billion in revenue analysts expect.</p><p>To add, Snowflake is nowhere close to generating a profit based on generally accepted accounting principles (GAAP). In fact, the company&#39;s GAAP net loss through the first nine months of fiscal 2023 widened to nearly $590 million from $546 million in the comparable period last fiscal year. Value investors aren&#39;t going to want anything to do with Snowflake during a bear market.</p><h2>Kraft Heinz</h2><p>The second Buffett stock to avoid like the plague in 2023 may very well be the worst investment in Berkshire Hathaway&#39;s entire portfolio: <b>Kraft Heinz</b>.</p><p>On one hand, Kraft Heinz is doling out an inflation-fighting 3.8% yield, and it owns a vast portfolio of well-known and beloved prepackaged food brands. This includes Kraft and Heinz, as well as Oscar Mayer, Ore-Ida, Velveeta, and Jell-O, among others.</p><p>Kraft Heinz has also been a clear beneficiary of the COVID-19 pandemic. With consumers choosing to eat at home more often, the company&#39;s prepackaged and easy-to-make meals, snacks, and condiments have received a boost. Through the first nine months of 2022, its organic growth rate clocked in at a blistering 9.5%.</p><p>However, there are a number of red flags to suggest that Kraft Heinz is in for a rough year. For instance, even though organic growth surged 9.5% through the first nine months of 2022, it&#39;s been a function of higher price points and not volume. As a whole, price is up 12.3% and volume is down 2.8%. In my view, this leaves the company exposed to substitution bias from consumers with inflation well above average and the U.S. economy weakening. In other words, consumers could start trading down to store/generic brands that don&#39;t cost as much as the brand-name products Kraft Heinz sells.</p><p>Perhaps the most glaring problem with Kraft Heinz can be found on its balance sheet. Thanks to acquisitions, the company is sitting on $30.6 billion in goodwill -- effectively the premium Kraft Heinz paid above the tangible value of the businesses it&#39;s purchased -- and close to $20.1 billion in long-term debt. What Kraft Heinz really needs is cash to reignite interest in its brands. Unfortunately, the company is constrained by its balance sheet.</p><p>Normally, a consumer staples company with a forward-year price-to-earnings ratio of 15 would be viewed as a safe-haven investment during a bear market. But with virtually no sales growth on the docket for 2023, and the company&#39;s balance sheet still a mess, it stands out as an easy stock to avoid.</p><h2>Apple</h2><p>The third and final Buffett stock to avoid like the plague is none other than Berkshire Hathaway&#39;s largest holding, tech stock <b>Apple</b>.</p><p>To reiterate, once again, Buffett and his team invest in high-quality businesses. But even top-notch companies can have bad years.</p><p>On the plus side, Apple has led with innovation. The company&#39;s iPhone accounts for approximately half of all U.S. smartphone market share. What&#39;s more, Apple&#39;s ongoing shift to subscription services should provide a sustained lift on its operating margin and help to reduce the revenue ebbs and flows associated with physical product replacement cycles.</p><p>Apple also has the most impressive capital-return program on the planet. Since the beginning of 2013, Apple has repurchased an almost unfathomable $554 billion worth of its common stock. Not including itself, that&#39;s more than the market cap of all but four other <b>S&amp;P 500</b> companies.</p><p>On the other side of the coin, Apple&#39;s iPhone 14 failed to provide a lot of differentiation from its preceding model. As a result, Apple ramped down plans to boost iPhone production this past September. Since the iPhone is its top-selling product, this bodes poorly for revenue growth over the next couple of quarters.</p><p>The other issue for Apple is that rapidly rising interest rates have walled off its access to cheap capital. Even though Apple generates plenty of operating cash flow, it had previously turned to the debt market to raise money for share repurchases. With rates rapidly rising, it wouldn&#39;t be a surprise to see Apple&#39;s share repurchases tail off in 2023.</p><p>As I stated earlier this week, Apple trading at a price-to-earnings multiple of 21 for the current year isn&#39;t egregious. But with the company only slated to grow sales by 2% or 3% this year, it simply isn&#39;t a good value. I fully expect Apple stock to fall below $100 this year, which makes it a Buffett stock to avoid.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Warren Buffett Stocks to Avoid Like the Plague 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\">\n3 Warren Buffett Stocks to Avoid Like the Plague in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-15 11:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/13/3-warren-buffett-stocks-avoid-like-plague-in-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Pretty much all Warren Buffett has done is win since becoming CEO of Berkshire Hathaway in 1965. Including the 4% gain for Berkshire's Class A shares (BRK.A) in 2022, the Oracle of Omaha has overseen ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/13/3-warren-buffett-stocks-avoid-like-plague-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","AAPL":"苹果","KHC":"卡夫亨氏"},"source_url":"https://www.fool.com/investing/2023/01/13/3-warren-buffett-stocks-avoid-like-plague-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2303708978","content_text":"Pretty much all Warren Buffett has done is win since becoming CEO of Berkshire Hathaway in 1965. Including the 4% gain for Berkshire's Class A shares (BRK.A) in 2022, the Oracle of Omaha has overseen a greater than 3,700,000% aggregate return for his shareholders since taking the reins.However, Buffett isn't infallible. Even the greatest investors in the world are going to be wrong from time to time. With approximately four dozen securities in Berkshire Hathaway's investment portfolio, some are bound to underperform.As investors continue to steam ahead into the new year, three Warren Buffett stocks stand out as potential underperformers that can be avoided like the plague.SnowflakeTo be perfectly clear, Buffett and his investment team don't pile into train wrecks. They tend to buy businesses that offer a long history of profitability and/or present with clear-cut competitive advantages. Cloud data-warehousing company Snowflake falls into the latter camp, with easily identifiable competitive edges.Snowflake built its solutions atop the most popular cloud infrastructure services. While it can be difficult to share data across competing cloud infrastructure platforms without Snowflake, data-sharing is seamless for the company's customers.Further, Snowflake has shunned cloud-based subscriptions in favor of a pay-as-you-go model. Customers are charged based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent payment approach is well liked, as evidenced by Snowflake's net revenue retention rate of 165% in the October-ended fiscal quarter. This retention rate means existing customers are spending 65% more on a year-over-year basis.Despite these advantages, I fully expect Snowflake to underperform the broader market in 2023. With the Federal Reserve rapidly raising interest rates to tame historically high inflation, it's growth-oriented companies that'll be hit hardest. If the tea leaves are correct and the U.S. falls into a recession at some point this year, new customer generation and net revenue retention rate would both be expected to slow.The other issue that can't be ignored is its premium valuation. Despite Snowflake stock losing in the neighborhood of 70% since hitting an all-time high of $405 in November 2021, it's still, arguably, the most expensive cloud stock relative to sales. Even if the company manages the 46% sales growth Wall Street's consensus is calling for in fiscal 2024 (which covers a good portion of the 2023 calendar year), it'll still be valued at more than 13 times the $3 billion in revenue analysts expect.To add, Snowflake is nowhere close to generating a profit based on generally accepted accounting principles (GAAP). In fact, the company's GAAP net loss through the first nine months of fiscal 2023 widened to nearly $590 million from $546 million in the comparable period last fiscal year. Value investors aren't going to want anything to do with Snowflake during a bear market.Kraft HeinzThe second Buffett stock to avoid like the plague in 2023 may very well be the worst investment in Berkshire Hathaway's entire portfolio: Kraft Heinz.On one hand, Kraft Heinz is doling out an inflation-fighting 3.8% yield, and it owns a vast portfolio of well-known and beloved prepackaged food brands. This includes Kraft and Heinz, as well as Oscar Mayer, Ore-Ida, Velveeta, and Jell-O, among others.Kraft Heinz has also been a clear beneficiary of the COVID-19 pandemic. With consumers choosing to eat at home more often, the company's prepackaged and easy-to-make meals, snacks, and condiments have received a boost. Through the first nine months of 2022, its organic growth rate clocked in at a blistering 9.5%.However, there are a number of red flags to suggest that Kraft Heinz is in for a rough year. For instance, even though organic growth surged 9.5% through the first nine months of 2022, it's been a function of higher price points and not volume. As a whole, price is up 12.3% and volume is down 2.8%. In my view, this leaves the company exposed to substitution bias from consumers with inflation well above average and the U.S. economy weakening. In other words, consumers could start trading down to store/generic brands that don't cost as much as the brand-name products Kraft Heinz sells.Perhaps the most glaring problem with Kraft Heinz can be found on its balance sheet. Thanks to acquisitions, the company is sitting on $30.6 billion in goodwill -- effectively the premium Kraft Heinz paid above the tangible value of the businesses it's purchased -- and close to $20.1 billion in long-term debt. What Kraft Heinz really needs is cash to reignite interest in its brands. Unfortunately, the company is constrained by its balance sheet.Normally, a consumer staples company with a forward-year price-to-earnings ratio of 15 would be viewed as a safe-haven investment during a bear market. But with virtually no sales growth on the docket for 2023, and the company's balance sheet still a mess, it stands out as an easy stock to avoid.AppleThe third and final Buffett stock to avoid like the plague is none other than Berkshire Hathaway's largest holding, tech stock Apple.To reiterate, once again, Buffett and his team invest in high-quality businesses. But even top-notch companies can have bad years.On the plus side, Apple has led with innovation. The company's iPhone accounts for approximately half of all U.S. smartphone market share. What's more, Apple's ongoing shift to subscription services should provide a sustained lift on its operating margin and help to reduce the revenue ebbs and flows associated with physical product replacement cycles.Apple also has the most impressive capital-return program on the planet. Since the beginning of 2013, Apple has repurchased an almost unfathomable $554 billion worth of its common stock. Not including itself, that's more than the market cap of all but four other S&P 500 companies.On the other side of the coin, Apple's iPhone 14 failed to provide a lot of differentiation from its preceding model. As a result, Apple ramped down plans to boost iPhone production this past September. Since the iPhone is its top-selling product, this bodes poorly for revenue growth over the next couple of quarters.The other issue for Apple is that rapidly rising interest rates have walled off its access to cheap capital. Even though Apple generates plenty of operating cash flow, it had previously turned to the debt market to raise money for share repurchases. With rates rapidly rising, it wouldn't be a surprise to see Apple's share repurchases tail off in 2023.As I stated earlier this week, Apple trading at a price-to-earnings multiple of 21 for the current year isn't egregious. But with the company only slated to grow sales by 2% or 3% this year, it simply isn't a good value. I fully expect Apple stock to fall below $100 this year, which makes it a Buffett stock to avoid.","news_type":1},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3579095725705542","authorIdStr":"3579095725705542"},"content":"Pls like my post thanks","text":"Pls like my post thanks","html":"Pls like my post thanks"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9967075677,"gmtCreate":1670242061799,"gmtModify":1676538327284,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"Write out contributed by fool.com....hopefully won't make us a fool...[LOL]&nbsp;","listText":"Write out contributed by fool.com....hopefully won't make us a fool...[LOL]&nbsp;","text":"Write out contributed by fool.com....hopefully won't make us a fool...[LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9967075677","repostId":"2288818903","repostType":2,"repost":{"id":"2288818903","pubTimestamp":1670254283,"share":"https://ttm.financial/m/news/2288818903?lang=&edition=fundamental","pubTime":"2022-12-05 23:31","market":"us","language":"en","title":"3 Stocks Warren Buffett Is Likely Buying in December","url":"https://stock-news.laohu8.com/highlight/detail?id=2288818903","media":"Motley Fool","summary":"We can't know for sure yet if Buffett is adding to his positions in these companies -- but it's a pretty good bet that he is.","content":"<html><head></head><body><p>Warren Buffett doesn&#39;t get in a hurry to invest. Even with the stock market in retreat this year, he has led <b>Berkshire Hathaway</b> to maintain a massive cash stockpile of more than $100 billion.</p><p>But Buffett has definitely been buying some stocks, including stakes in eight companies in the third quarter alone. There&#39;s also a good chance he&#39;s still on the hunt for opportunities as 2022 draws to a close. Here are three stocks Buffett is likely buying in December.</p><h2>1. Berkshire Hathaway</h2><p>We can put Berkshire Hathaway itself at the top of the list of stocks Buffett is probably buying this month. As my colleague Sean Williams recently pointed out, over the last six years, the legendary investor&#39;s giant conglomerate has bought $9 billion more of its own stock than it has of <b>Apple</b> and <b>Chevron</b> combined.</p><p>These purchases have been made via Berkshire&#39;s stock buybacks. Buffett and his longtime business partner Charlie Munger basically have an open checkbook for the company to repurchase shares when they think the stock is attractively priced.</p><p>In the first nine months of this year, the conglomerate bought back $5.2 billion worth of its shares, including $1 billion worth in Q3.</p><p>That doesn&#39;t mean Buffett is necessarily continuing to buy back Berkshire Hathaway shares, of course. However, I&#39;d be surprised if he isn&#39;t doing so. The share price is lower now than it was during much of the first half of the year.</p><h2>2. Jefferies Financial Group</h2><p>It was looking for a while like Buffett had largely lost his ardor for bank stocks. However, he zigged when many might have thought he&#39;d zag in Q3 by initiating a position in <b>Jefferies Financial Group</b>.</p><p>Granted, Jefferies is a different kind of financial institution than the ones Buffett has favored in the past. It focuses exclusively on investment banking rather than commercial banking. It&#39;s also much smaller than other banks that have been or still are in the Berkshire Hathaway portfolio.</p><p>I think the odds are high that Buffett bought more shares of Jefferies in Q4, and that activity has potentially continued into December. Why? Because Berkshire Hathaway only owned a very small stake in the company at the end of Q3.</p><p>This doesn&#39;t guarantee that Buffett added to his position in Jefferies this quarter or is buying more shares in December. However, the unusually small initial stake in the financial company could indicate that those Q3 purchases were made near the end of the quarter, and that more buying followed.</p><h2>3. Occidental Petroleum</h2><p>Buffett has been backing up the truck and loading up on <b>Occidental Petroleum</b> this year. It&#39;s a big and bold bet that&#39;s already paying off. Oxy&#39;s shares have skyrocketed by more than 130% year to date.</p><p>His buying frenzy with Occidental began in the first quarter and continued into the second and third. Based on the latest information available, Berkshire now owns 21.4% of Occidental.</p><p>There are two main reasons why I suspect Buffett either has bought more shares of Occidental stock this quarter or will buy more in December. For one thing, Berkshire obtained regulatory approval in August to acquire up to 50% of the oil company. I don&#39;t think that the conglomerate would have pursued that thumbs-up if there wasn&#39;t a plan for it to buy a lot more shares of Occidental Petroleum.</p><p>The more important factor, though -- in my view -- is that Buffett believes that Occidental is a smart investment. The stock remains attractively valued despite its huge gains this year. Buffett also probably expects the tailwinds for the energy sector will continue to blow strongly into 2023 and perhaps beyond.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks Warren Buffett Is Likely Buying in December</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 Stocks Warren Buffett Is Likely Buying in December\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-05 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/04/3-stocks-warren-buffett-likely-buying-december/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett doesn't get in a hurry to invest. Even with the stock market in retreat this year, he has led Berkshire Hathaway to maintain a massive cash stockpile of more than $100 billion.But ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/04/3-stocks-warren-buffett-likely-buying-december/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OXY":"西方石油","BRK.B":"伯克希尔B","JEF":"杰富瑞","BRK.A":"伯克希尔"},"source_url":"https://www.fool.com/investing/2022/12/04/3-stocks-warren-buffett-likely-buying-december/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2288818903","content_text":"Warren Buffett doesn't get in a hurry to invest. Even with the stock market in retreat this year, he has led Berkshire Hathaway to maintain a massive cash stockpile of more than $100 billion.But Buffett has definitely been buying some stocks, including stakes in eight companies in the third quarter alone. There's also a good chance he's still on the hunt for opportunities as 2022 draws to a close. Here are three stocks Buffett is likely buying in December.1. Berkshire HathawayWe can put Berkshire Hathaway itself at the top of the list of stocks Buffett is probably buying this month. As my colleague Sean Williams recently pointed out, over the last six years, the legendary investor's giant conglomerate has bought $9 billion more of its own stock than it has of Apple and Chevron combined.These purchases have been made via Berkshire's stock buybacks. Buffett and his longtime business partner Charlie Munger basically have an open checkbook for the company to repurchase shares when they think the stock is attractively priced.In the first nine months of this year, the conglomerate bought back $5.2 billion worth of its shares, including $1 billion worth in Q3.That doesn't mean Buffett is necessarily continuing to buy back Berkshire Hathaway shares, of course. However, I'd be surprised if he isn't doing so. The share price is lower now than it was during much of the first half of the year.2. Jefferies Financial GroupIt was looking for a while like Buffett had largely lost his ardor for bank stocks. However, he zigged when many might have thought he'd zag in Q3 by initiating a position in Jefferies Financial Group.Granted, Jefferies is a different kind of financial institution than the ones Buffett has favored in the past. It focuses exclusively on investment banking rather than commercial banking. It's also much smaller than other banks that have been or still are in the Berkshire Hathaway portfolio.I think the odds are high that Buffett bought more shares of Jefferies in Q4, and that activity has potentially continued into December. Why? Because Berkshire Hathaway only owned a very small stake in the company at the end of Q3.This doesn't guarantee that Buffett added to his position in Jefferies this quarter or is buying more shares in December. However, the unusually small initial stake in the financial company could indicate that those Q3 purchases were made near the end of the quarter, and that more buying followed.3. Occidental PetroleumBuffett has been backing up the truck and loading up on Occidental Petroleum this year. It's a big and bold bet that's already paying off. Oxy's shares have skyrocketed by more than 130% year to date.His buying frenzy with Occidental began in the first quarter and continued into the second and third. Based on the latest information available, Berkshire now owns 21.4% of Occidental.There are two main reasons why I suspect Buffett either has bought more shares of Occidental stock this quarter or will buy more in December. For one thing, Berkshire obtained regulatory approval in August to acquire up to 50% of the oil company. I don't think that the conglomerate would have pursued that thumbs-up if there wasn't a plan for it to buy a lot more shares of Occidental Petroleum.The more important factor, though -- in my view -- is that Buffett believes that Occidental is a smart investment. The stock remains attractively valued despite its huge gains this year. Buffett also probably expects the tailwinds for the energy sector will continue to blow strongly into 2023 and perhaps beyond.","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949642034,"gmtCreate":1678662232028,"gmtModify":1678662235314,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"What's next for the market???","listText":"What's next for the market???","text":"What's next for the market???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949642034","repostId":"2318778137","repostType":2,"repost":{"id":"2318778137","pubTimestamp":1678661775,"share":"https://ttm.financial/m/news/2318778137?lang=&edition=fundamental","pubTime":"2023-03-13 06:56","market":"us","language":"en","title":"SVB Fallout, Inflation, Retail Sales: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2318778137","media":"Yahoo Finance","summary":"Two key economic data points ahead of the Federal Reserve's next policy meeting will greet investors","content":"<html><head></head><body><p>Two key economic data points ahead of the Federal Reserve&#39;s next policy meeting will greet investors in the week ahead as the eyes of the investing public — and beyond — will remain locked on the latest developments in the fallout from Silicon Valley Bank&#39;s collapse last week.</p><p>The February Consumer Price Index (CPI) on Tuesday and the February read on retail sales out Wednesday morning will likely firm up investor expectations for the Fed&#39;s next policy move.</p><p>Consensus forecasts are calling for CPI to rise 6% over last year on a headline basis and 5.5% on a &#34;core&#34; basis in February, according to data from Trading Economics. A 6% increase in inflation would mark the slowest annual increase in consumer prices since September 2021.</p><p>Investor focus on the Fed&#39;s next steps, however, has been usurped as the top focus for investors in recent days with Friday&#39;s shock collapse of Silicon Valley Bank and fears over what the second-largest bank failure in U.S. history could mean for the broader financial system.</p><p>How futures open Sunday evening and what follow-through, if any, there is into Monday&#39;s trading session will be crucial in setting the tone for the coming week. And it will provide a clue as to whether investors agree with many initial reactions to Silicon Valley Bank&#39;s collapse — namely, that this represents a unique failure rather than the beginning of something larger.</p><p>As Yahoo Finance&#39;s Jennifer Schonberger reported Friday, TD Cowen analyst Jaret Seiberg wrote Friday that the firm does &#34;not see this as the start of a broader threat to the safety and soundness of the banking system.&#34;</p><p>&#34;Much like Silvergate (SI), Silicon Valley had a unique business model that was less dependent on retail deposits than a traditional bank,&#34; Seiberg added. &#34;This left the bank more exposed to interest rate risk as its funding got more expensive, but its assets were not repricing higher.&#34;</p><p><img src=\"https://community-static.tradeup.com/news/c89abfc9d493bca3bc89f7710594145b\" tg-width=\"5500\" tg-height=\"3667\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>A view of the Park Avenue location of Silicon Valley Bank (SVB), in New York City, U.S., March 10, 2023. REUTERS/David &#39;Dee&#39; Delgado</p><p>David Dee Delgado / reuters</p><p>In a note to clients published Friday, Kabir Caprihan, an analyst at JPMorgan, echoed much of this sentiment, writing: &#34;At the outset, we don’t believe [Silicon Valley Bank&#39;s collapse] to be systemic, but it does reflect some of the structural issues that we highlighted in our outlook and what drove our Underweight on regional banks.&#34;</p><p>The scale and particular challenges that took down Silicon Valley Bank are unique — its exposure to the cash-burning tech world most punished by investors during the Fed&#39;s rate-hiking campaign being at the top of this list. But the general story of a surge in deposits in 2021, outflows in recent months, and losses in securities portfolios is likely to challenge some regional banks in the near term.</p><p>A Bloomberg report late Saturday said the FDIC — which took control of the bank on Friday morning — was working to make whole a portion of uninsured deposits held with the bank, with the outlet reporting payments between 30% and 50% of deposits were being discussed.</p><p>Officials from the Fed and FDIC have also discussed establishing a fund to backstop deposits from other institutions that might face a crisis similar to what took down Silicon Valley Bank in the coming weeks, Bloomberg reported. Across the Atlantic, UK finance minister Jeremy Hunt said the British government has been working to ensure any UK firm&#39;s facing cash needs from SVB&#39;s failure &#34;are able to meet their cashflow requirements to pay their staff.&#34;</p><p>Semafor reported over the weekend hedge funds have been reaching out to startups with cash stuck at Silicon Valley Bank with offers to buy their deposits at a discount, as some companies face a cash crunch with payroll looming and a potentially long road ahead to being made whole on money deposited with the failed bank.</p><p>This comes as regulators feel out buyers for Silicon Valley Bank as well as the wealth management, investment, and securities business housed under the bank&#39;s former parent company, SVB Financial (SIVB). Employees of the failed Silicon Valley Bank will remain employed for 45 days before being let go, Bloomberg reported Saturday.</p><p>The FDIC&#39;s latest update on the situation as of Saturday evening said: &#34;All depositors will have full access to their insured deposits no later than Monday morning, March 13, 2023. The FDIC will pay uninsured depositors an advance dividend within the next week.&#34;</p><p>The FDIC added: &#34;Uninsured depositors will receive a receivership certificate for the remaining amount of their uninsured funds. As the FDIC sells the assets of Silicon Valley Bank, future dividend payments may be made to uninsured depositors.&#34;</p><p>&#34;The circumstances of the Silicon Valley Bank collapse are unique enough that it probably won&#39;t trigger a widespread financial contagion,&#34; wrote Paul Ashworth, chief North America economist at Capital Economics. &#34;Nevertheless, it is a timely reminder that when the Fed is singularly focused on squeezing inflation by jacking up interest rates – it often ends up breaking things.&#34;</p><p>—</p><h3>Economic Calendar</h3><p><b>Monday</b>: No major economic releases scheduled.</p><p><b>Tuesday</b>: Consumer Price Index, year-over-year, February (+6% expected vs. +6.4% in January); Consumer Price Index, month-over-month, February (+0.4% expected vs. +0.5% in January); &#34;Core&#34; CPI, year-over-year, February (+5.5% expected vs. 5.6% in January); &#34;Core&#34; CPI, month-over-month, February (+0.4% expected vs. +0.4% in January)</p><p><b>Wednesday</b>: MBA Mortgage Applications; Producer prices, year-over-year, February (+5.4% expected vs. 6% in January); Producer prices, month-over-month, February (+0.3% expected vs. +0.7% in January); &#34;Core&#34; PPI, year-over-year, February (+5.2% expected vs. +5.4% in January); &#34;Core&#34; PPI, month-over-month, February (+0.4% expected vs. 0.4% in January); Retail sales, month-over-month, February (-0.3% expected vs. +3% in January); NAHB Home Builder Sentiment, March (42 expected vs. 42 in February)</p><p><b>Thursday</b>: Building permits, February (1.238 million annualized rate vs. 1.339 million in January); Housing starts, February (1.31 million annualized rate vs. 1.309 million in January); Initial jobless claims (205,000 expected vs. 211,000 last week); Philly Fed manufacturing survey</p><p><b>Friday</b>: Industrial production, February (+0.4% expected vs. 0% in January); University of Michigan consumer sentiment, preliminary March reading</p><p>—</p><h3>Earnings Calendar</h3><p><b>Monday</b>: GitLab (GTLB)</p><p><b>Tuesday</b>: Lennar (LEN); Guess (GES); SentinelOne (S); <a href=\"https://laohu8.com/S/STNE\">StoneCo</a> (STNE)</p><p><b>Wednesday</b>: <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> (ADBE); Oatly (OTLY); <a href=\"https://laohu8.com/S/PATH\">UiPath</a> (PATH); <a href=\"https://laohu8.com/S/FIVE\">Five Below</a> (FIVE)</p><p><b>Thursday</b>: FedEx (FDX); Dollar General (DG); G-III Apparel (GIII); Jabil (JBL); Signet Jewelers (<a href=\"https://laohu8.com/S/SHI.UK\">SIG</a>); Academy Sports (ASO); Williams-Sonoma (WSM); Traeger (COOK)</p><p><b>Friday</b>: <i>No notable earnings set for release.</i></p></body></html>","source":"yahoofinance_sg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SVB Fallout, Inflation, Retail Sales: What to Know This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSVB Fallout, Inflation, Retail Sales: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-13 06:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/svb-fallout-inflation-retail-sales-what-to-know-this-week-134712538.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Two key economic data points ahead of the Federal Reserve's next policy meeting will greet investors in the week ahead as the eyes of the investing public — and beyond — will remain locked on the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/svb-fallout-inflation-retail-sales-what-to-know-this-week-134712538.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/svb-fallout-inflation-retail-sales-what-to-know-this-week-134712538.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2318778137","content_text":"Two key economic data points ahead of the Federal Reserve's next policy meeting will greet investors in the week ahead as the eyes of the investing public — and beyond — will remain locked on the latest developments in the fallout from Silicon Valley Bank's collapse last week.The February Consumer Price Index (CPI) on Tuesday and the February read on retail sales out Wednesday morning will likely firm up investor expectations for the Fed's next policy move.Consensus forecasts are calling for CPI to rise 6% over last year on a headline basis and 5.5% on a \"core\" basis in February, according to data from Trading Economics. A 6% increase in inflation would mark the slowest annual increase in consumer prices since September 2021.Investor focus on the Fed's next steps, however, has been usurped as the top focus for investors in recent days with Friday's shock collapse of Silicon Valley Bank and fears over what the second-largest bank failure in U.S. history could mean for the broader financial system.How futures open Sunday evening and what follow-through, if any, there is into Monday's trading session will be crucial in setting the tone for the coming week. And it will provide a clue as to whether investors agree with many initial reactions to Silicon Valley Bank's collapse — namely, that this represents a unique failure rather than the beginning of something larger.As Yahoo Finance's Jennifer Schonberger reported Friday, TD Cowen analyst Jaret Seiberg wrote Friday that the firm does \"not see this as the start of a broader threat to the safety and soundness of the banking system.\"\"Much like Silvergate (SI), Silicon Valley had a unique business model that was less dependent on retail deposits than a traditional bank,\" Seiberg added. \"This left the bank more exposed to interest rate risk as its funding got more expensive, but its assets were not repricing higher.\"A view of the Park Avenue location of Silicon Valley Bank (SVB), in New York City, U.S., March 10, 2023. REUTERS/David 'Dee' DelgadoDavid Dee Delgado / reutersIn a note to clients published Friday, Kabir Caprihan, an analyst at JPMorgan, echoed much of this sentiment, writing: \"At the outset, we don’t believe [Silicon Valley Bank's collapse] to be systemic, but it does reflect some of the structural issues that we highlighted in our outlook and what drove our Underweight on regional banks.\"The scale and particular challenges that took down Silicon Valley Bank are unique — its exposure to the cash-burning tech world most punished by investors during the Fed's rate-hiking campaign being at the top of this list. But the general story of a surge in deposits in 2021, outflows in recent months, and losses in securities portfolios is likely to challenge some regional banks in the near term.A Bloomberg report late Saturday said the FDIC — which took control of the bank on Friday morning — was working to make whole a portion of uninsured deposits held with the bank, with the outlet reporting payments between 30% and 50% of deposits were being discussed.Officials from the Fed and FDIC have also discussed establishing a fund to backstop deposits from other institutions that might face a crisis similar to what took down Silicon Valley Bank in the coming weeks, Bloomberg reported. Across the Atlantic, UK finance minister Jeremy Hunt said the British government has been working to ensure any UK firm's facing cash needs from SVB's failure \"are able to meet their cashflow requirements to pay their staff.\"Semafor reported over the weekend hedge funds have been reaching out to startups with cash stuck at Silicon Valley Bank with offers to buy their deposits at a discount, as some companies face a cash crunch with payroll looming and a potentially long road ahead to being made whole on money deposited with the failed bank.This comes as regulators feel out buyers for Silicon Valley Bank as well as the wealth management, investment, and securities business housed under the bank's former parent company, SVB Financial (SIVB). Employees of the failed Silicon Valley Bank will remain employed for 45 days before being let go, Bloomberg reported Saturday.The FDIC's latest update on the situation as of Saturday evening said: \"All depositors will have full access to their insured deposits no later than Monday morning, March 13, 2023. The FDIC will pay uninsured depositors an advance dividend within the next week.\"The FDIC added: \"Uninsured depositors will receive a receivership certificate for the remaining amount of their uninsured funds. As the FDIC sells the assets of Silicon Valley Bank, future dividend payments may be made to uninsured depositors.\"\"The circumstances of the Silicon Valley Bank collapse are unique enough that it probably won't trigger a widespread financial contagion,\" wrote Paul Ashworth, chief North America economist at Capital Economics. \"Nevertheless, it is a timely reminder that when the Fed is singularly focused on squeezing inflation by jacking up interest rates – it often ends up breaking things.\"—Economic CalendarMonday: No major economic releases scheduled.Tuesday: Consumer Price Index, year-over-year, February (+6% expected vs. +6.4% in January); Consumer Price Index, month-over-month, February (+0.4% expected vs. +0.5% in January); \"Core\" CPI, year-over-year, February (+5.5% expected vs. 5.6% in January); \"Core\" CPI, month-over-month, February (+0.4% expected vs. +0.4% in January)Wednesday: MBA Mortgage Applications; Producer prices, year-over-year, February (+5.4% expected vs. 6% in January); Producer prices, month-over-month, February (+0.3% expected vs. +0.7% in January); \"Core\" PPI, year-over-year, February (+5.2% expected vs. +5.4% in January); \"Core\" PPI, month-over-month, February (+0.4% expected vs. 0.4% in January); Retail sales, month-over-month, February (-0.3% expected vs. +3% in January); NAHB Home Builder Sentiment, March (42 expected vs. 42 in February)Thursday: Building permits, February (1.238 million annualized rate vs. 1.339 million in January); Housing starts, February (1.31 million annualized rate vs. 1.309 million in January); Initial jobless claims (205,000 expected vs. 211,000 last week); Philly Fed manufacturing surveyFriday: Industrial production, February (+0.4% expected vs. 0% in January); University of Michigan consumer sentiment, preliminary March reading—Earnings CalendarMonday: GitLab (GTLB)Tuesday: Lennar (LEN); Guess (GES); SentinelOne (S); StoneCo (STNE)Wednesday: Adobe (ADBE); Oatly (OTLY); UiPath (PATH); Five Below (FIVE)Thursday: FedEx (FDX); Dollar General (DG); G-III Apparel (GIII); Jabil (JBL); Signet Jewelers (SIG); Academy Sports (ASO); Williams-Sonoma (WSM); Traeger (COOK)Friday: No notable earnings set for release.","news_type":1},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963647386,"gmtCreate":1668675387846,"gmtModify":1676538095329,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"CRYpto makes pple Cry liao.....siao liao","listText":"CRYpto makes pple Cry liao.....siao liao","text":"CRYpto makes pple Cry liao.....siao liao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963647386","repostId":"1126670970","repostType":2,"repost":{"id":"1126670970","pubTimestamp":1668672381,"share":"https://ttm.financial/m/news/1126670970?lang=&edition=fundamental","pubTime":"2022-11-17 16:06","market":"us","language":"en","title":"They Pulled Money Out of FTX at Last Minute Before Its Bankruptcy: \"Thank God I Dodged It Twice\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1126670970","media":"Market Watch","summary":"As the FTX debacle started to unravel last week, a 26-year-old customer of FTX.US who lived in the N","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/a966a253714b930845560afaac3d77de\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\"/></p><p>As the FTX debacle started to unravel last week, a 26-year-old customer of FTX.US who lived in the New York City area faced a thorny dilemma. While he was concerned about the situation that was unfolding, he was hesitant to withdraw his $20,000 worth of holdings from the cryptocurrency platform because he knew it would cost him money.</p><p>The customer had some outstanding bitcoin BTCUSD, +0.46% derivatives contracts on FTX.US and to withdraw his money the investor had to put in another $400 to cover some short options he had sold. But as the situation around FTX appeared to worsen, the New York area customer finally made up his mind. He paid the money and put in a withdrawal request last Thursday evening, and received his crypto an hour later.</p><p>The next morning, FTX and about 130 related entities, including FTX.US and trading firm Alameda Research, filed for bankruptcy protection in U.S. federal court.</p><p>“Thank God,” the New York-based crypto investor said. “I was lucky. I dodged it twice.” All FTX customers MarketWatch spoke to for this article requested to remain anonymous, citing fears of repercussions. The customers did share screenshots of their FTX transfers, which MarketWatch was able to review.</p><p>For the trader MarketWatch spoke with in New York, the FTX collapse was part of a pattern that had become familiar. Not too long ago, the investor pulled his money out of the Singapore-based crypto lending platform, Hodlnaut, three weeks before it froze withdrawals in August citing “market conditions”. Hodlnaut also reportedly held about SGD 18.3 million, or about $13.4 million worth of crypto, on FTX as of Oct. 28. A representative at Hodlnaut didn’t respond to a request seeking comment for this article.</p><p>Before its collapse, FTX was the third-largest crypto exchange by trading volume. Celebrities like Tom Brady, Gisele Bundchen, and Steph Curry endorsed the platform. The Miami Heat’s home basketball arena was named after it. FTX’s co-founder and former chief executive, Sam Bankman-Fried, graced the cover of Fortune Magazine, which wondered if he was the next Warren Buffett.</p><p>Now, there is little chance that customers who were enticed to use the platform will be able to recover their assets, analysts said. Based on a balance sheet shared with investors one day before FTX’s bankruptcy filing, the exchange had almost $9 billion in liabilities and $900 million in liquid assets, $5.5 billion in “less liquid” assets, and $3.2 billion in “illiquid” assets, according to a Bloomberg article citing anonymous sources. What’s worse, one day after the bankruptcy filing, John J. Ray III, FTX’s new chief executive, said in a statement that “unauthorized access to certain assets has occurred,” while crypto research firm Elliptic said $477 million is suspected to have been stolen from FTX. Representatives at FTX didn’t respond to a request seeking comment.</p><p>Several FTX customers and crypto industry participants described FTX’s collapse as “shocking,” even though the industry already saw the collapses of several key players this year, such as blockchain Terra, lender Celsius, and hedge fund Three Arrows Capital.</p><p>“For FTX to go down, it is pretty nuts,” said the New York-based crypto investor who managed to get his money out at the last minute. “Sam Bankman-Fried really seemed like he was going to be the one to bring on regulation and make the industry have more legitimacy,” the investor said.</p><p>Nevertheless, many retail investors have become conditioned this year to flee from any crypto platform that shows any hint of trouble, a dynamic that has hurt confidence in crypto-institutions, slowed down crypto adoption, and could increase the volatility around digital assets trading in the days and months ahead, analysts said.</p><p>In the case of FTX, some retail investors had become so “traumatized” by the crypto events that had taken place this year that they started moving their money out of the platform as soon as the ominous signs appeared.</p><p>There have been some “recurring themes” in crypto that led to customers’ losses, noted David Tawil, president and co-founder of digital asset fund ProChain Capital. “I think people that have either been hit by or have been close to a previous blow up, are figuring, why? Why wait? What’s the benefit of waiting?” Tawil said. “Once they hear anything, any sort of rumor or any sort of warning, they run to go ahead and take their money out.”</p><h2>Last call before the fall</h2><p>Last week, as Bankman-Fried took to Twitter to say, “FTX is fine. Assets are fine,” a 26-year-old Colorado-based customer of FTX.US withdrew about $10,000 in U.S. dollars from the exchange. The next day Binance, a rival exchange, signed a letter of intent to acquire FTX’s non-US assets. But the Colorado customer, who works for a private equity fund, tried to take out his remaining $1,200 from FTX.US., regardless. He was unable to retrieve those remaining funds.</p><p>A day later, Binance abandoned its deal for FTX, citing due diligence and reports about mishandled customer funds, and FTX soon filed for bankruptcy.</p><p>“With everything going on, it’s looking less and less likely that the money will ever get to my bank account,” the Colorado customer said about his $1,200 that remain stuck on FTX.US.</p><p>“Crypto has made me a bit of a pessimist,” the Colorado-based customer added. Though he didn’t expect FTX to collapse, “as soon as I saw anything potentially negative about FTX, I thought that’s more than enough to prompt me to withdraw my funds.”</p><p>That pessimism came in part from his previous experience of having about $50,000 stuck on Solana-based stablecoin protocol Cashio, which in March was hacked, causing a loss of some $52 million. Though the Colorado investor was able to recover most of his funds weeks later, the experience has kept his guard up. “I’ve been through this situation of not being able to withdraw money that I have,” he said.</p><p>The Colorado trader was also lucky enough to avoid a hack in October targeting decentralized crypto exchange Mango Markets, where he once also had an account. In May, he said he persuaded his fiancé to take out her $10,000 from Celsius after reading some criticism about the platform on Twitter. “I said, hey, we already had gone through enough with crypto, I think you should take your money out,” the investor told her girlfriend. It turned out to be the right choice – four weeks later, the lender froze all withdrawals and later filed for bankruptcy.</p><p>The Colorado-based investor, who mostly trades non-fungible tokens, said he chose to tap in the digital asset space for the potentially fruitful rewards, despite huge risks. Still, things such as FTX’s collapse “makes even people like me lose a lot of trust in the system,” he said.</p><p>A 22-year-old engineer, who is based in Australia, said he also pulled his $7,000 out of FTX last week, five hours after Bankman-Fried’s tweet that FTX was fine. “My first train of thought was if FTX becomes bankrupt or something, the Americans might save themselves,” the investor said. FTX.US was only available to U.S. customers, while FTX.com targeted customers in other areas of the world, including Australia. Bankman-Fried and many top FTX executives are American citizens.</p><p>“The Americans, they might save themselves. I’m going to be absolutely destroyed,” the Australia-based investor said.</p><p>FTX first froze withdrawals for most of its international customers, while some investors were able to take out their money from FTX.US for a few more days. In fact, one day before FTX and FTX.US filed for bankruptcy, Bankman-Fried tweeted that FTX.US “was not financially impacted by this shitshow. It’s 100% liquid.”</p><p>For his part, the Colorado-based customer said he felt lied to. “I guess I sort of understand where he (Bankman-Fried) is in this tough situation, and I feel bad for him,” the investor said. “But just to say FTX.US is completely liquid, not affected at all and then to lump them into a Chapter 11 bankruptcy, is mind boggling. I just don’t know how you can flat out lie like that,” he said.</p><p>Bankman-Fried didn’t respond to a request seeking comment.</p><p>Despite keeping most of his money intact, the Australian investor felt gloomy about the crypto space after FTX’s fall. “Imagine if the London Stock Exchange just shut down, and said yeah, we’re not gonna do any trading anymore, people will not be able to get their money out. How insane would that be?” the investor said. “Because that’s how this is. I don’t think anyone’s gonna have any faith anymore. It takes a lot of time to build that faith again.”</p></body></html>","source":"lsy1616996754749","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>They Pulled Money Out of FTX at Last Minute Before Its Bankruptcy: \"Thank God I Dodged It Twice\"</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\">\nThey Pulled Money Out of FTX at Last Minute Before Its Bankruptcy: \"Thank God I Dodged It Twice\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-17 16:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/they-pulled-money-out-of-ftx-at-last-minute-before-its-bankruptcy-thank-god-i-dodged-it-twice-11668613287?mod=home-page><strong>Market Watch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As the FTX debacle started to unravel last week, a 26-year-old customer of FTX.US who lived in the New York City area faced a thorny dilemma. While he was concerned about the situation that was ...</p>\n\n<a href=\"https://www.marketwatch.com/story/they-pulled-money-out-of-ftx-at-last-minute-before-its-bankruptcy-thank-god-i-dodged-it-twice-11668613287?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","GBTC":"Grayscale Bitcoin Trust"},"source_url":"https://www.marketwatch.com/story/they-pulled-money-out-of-ftx-at-last-minute-before-its-bankruptcy-thank-god-i-dodged-it-twice-11668613287?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126670970","content_text":"As the FTX debacle started to unravel last week, a 26-year-old customer of FTX.US who lived in the New York City area faced a thorny dilemma. While he was concerned about the situation that was unfolding, he was hesitant to withdraw his $20,000 worth of holdings from the cryptocurrency platform because he knew it would cost him money.The customer had some outstanding bitcoin BTCUSD, +0.46% derivatives contracts on FTX.US and to withdraw his money the investor had to put in another $400 to cover some short options he had sold. But as the situation around FTX appeared to worsen, the New York area customer finally made up his mind. He paid the money and put in a withdrawal request last Thursday evening, and received his crypto an hour later.The next morning, FTX and about 130 related entities, including FTX.US and trading firm Alameda Research, filed for bankruptcy protection in U.S. federal court.“Thank God,” the New York-based crypto investor said. “I was lucky. I dodged it twice.” All FTX customers MarketWatch spoke to for this article requested to remain anonymous, citing fears of repercussions. The customers did share screenshots of their FTX transfers, which MarketWatch was able to review.For the trader MarketWatch spoke with in New York, the FTX collapse was part of a pattern that had become familiar. Not too long ago, the investor pulled his money out of the Singapore-based crypto lending platform, Hodlnaut, three weeks before it froze withdrawals in August citing “market conditions”. Hodlnaut also reportedly held about SGD 18.3 million, or about $13.4 million worth of crypto, on FTX as of Oct. 28. A representative at Hodlnaut didn’t respond to a request seeking comment for this article.Before its collapse, FTX was the third-largest crypto exchange by trading volume. Celebrities like Tom Brady, Gisele Bundchen, and Steph Curry endorsed the platform. The Miami Heat’s home basketball arena was named after it. FTX’s co-founder and former chief executive, Sam Bankman-Fried, graced the cover of Fortune Magazine, which wondered if he was the next Warren Buffett.Now, there is little chance that customers who were enticed to use the platform will be able to recover their assets, analysts said. Based on a balance sheet shared with investors one day before FTX’s bankruptcy filing, the exchange had almost $9 billion in liabilities and $900 million in liquid assets, $5.5 billion in “less liquid” assets, and $3.2 billion in “illiquid” assets, according to a Bloomberg article citing anonymous sources. What’s worse, one day after the bankruptcy filing, John J. Ray III, FTX’s new chief executive, said in a statement that “unauthorized access to certain assets has occurred,” while crypto research firm Elliptic said $477 million is suspected to have been stolen from FTX. Representatives at FTX didn’t respond to a request seeking comment.Several FTX customers and crypto industry participants described FTX’s collapse as “shocking,” even though the industry already saw the collapses of several key players this year, such as blockchain Terra, lender Celsius, and hedge fund Three Arrows Capital.“For FTX to go down, it is pretty nuts,” said the New York-based crypto investor who managed to get his money out at the last minute. “Sam Bankman-Fried really seemed like he was going to be the one to bring on regulation and make the industry have more legitimacy,” the investor said.Nevertheless, many retail investors have become conditioned this year to flee from any crypto platform that shows any hint of trouble, a dynamic that has hurt confidence in crypto-institutions, slowed down crypto adoption, and could increase the volatility around digital assets trading in the days and months ahead, analysts said.In the case of FTX, some retail investors had become so “traumatized” by the crypto events that had taken place this year that they started moving their money out of the platform as soon as the ominous signs appeared.There have been some “recurring themes” in crypto that led to customers’ losses, noted David Tawil, president and co-founder of digital asset fund ProChain Capital. “I think people that have either been hit by or have been close to a previous blow up, are figuring, why? Why wait? What’s the benefit of waiting?” Tawil said. “Once they hear anything, any sort of rumor or any sort of warning, they run to go ahead and take their money out.”Last call before the fallLast week, as Bankman-Fried took to Twitter to say, “FTX is fine. Assets are fine,” a 26-year-old Colorado-based customer of FTX.US withdrew about $10,000 in U.S. dollars from the exchange. The next day Binance, a rival exchange, signed a letter of intent to acquire FTX’s non-US assets. But the Colorado customer, who works for a private equity fund, tried to take out his remaining $1,200 from FTX.US., regardless. He was unable to retrieve those remaining funds.A day later, Binance abandoned its deal for FTX, citing due diligence and reports about mishandled customer funds, and FTX soon filed for bankruptcy.“With everything going on, it’s looking less and less likely that the money will ever get to my bank account,” the Colorado customer said about his $1,200 that remain stuck on FTX.US.“Crypto has made me a bit of a pessimist,” the Colorado-based customer added. Though he didn’t expect FTX to collapse, “as soon as I saw anything potentially negative about FTX, I thought that’s more than enough to prompt me to withdraw my funds.”That pessimism came in part from his previous experience of having about $50,000 stuck on Solana-based stablecoin protocol Cashio, which in March was hacked, causing a loss of some $52 million. Though the Colorado investor was able to recover most of his funds weeks later, the experience has kept his guard up. “I’ve been through this situation of not being able to withdraw money that I have,” he said.The Colorado trader was also lucky enough to avoid a hack in October targeting decentralized crypto exchange Mango Markets, where he once also had an account. In May, he said he persuaded his fiancé to take out her $10,000 from Celsius after reading some criticism about the platform on Twitter. “I said, hey, we already had gone through enough with crypto, I think you should take your money out,” the investor told her girlfriend. It turned out to be the right choice – four weeks later, the lender froze all withdrawals and later filed for bankruptcy.The Colorado-based investor, who mostly trades non-fungible tokens, said he chose to tap in the digital asset space for the potentially fruitful rewards, despite huge risks. Still, things such as FTX’s collapse “makes even people like me lose a lot of trust in the system,” he said.A 22-year-old engineer, who is based in Australia, said he also pulled his $7,000 out of FTX last week, five hours after Bankman-Fried’s tweet that FTX was fine. “My first train of thought was if FTX becomes bankrupt or something, the Americans might save themselves,” the investor said. FTX.US was only available to U.S. customers, while FTX.com targeted customers in other areas of the world, including Australia. Bankman-Fried and many top FTX executives are American citizens.“The Americans, they might save themselves. I’m going to be absolutely destroyed,” the Australia-based investor said.FTX first froze withdrawals for most of its international customers, while some investors were able to take out their money from FTX.US for a few more days. In fact, one day before FTX and FTX.US filed for bankruptcy, Bankman-Fried tweeted that FTX.US “was not financially impacted by this shitshow. It’s 100% liquid.”For his part, the Colorado-based customer said he felt lied to. “I guess I sort of understand where he (Bankman-Fried) is in this tough situation, and I feel bad for him,” the investor said. “But just to say FTX.US is completely liquid, not affected at all and then to lump them into a Chapter 11 bankruptcy, is mind boggling. I just don’t know how you can flat out lie like that,” he said.Bankman-Fried didn’t respond to a request seeking comment.Despite keeping most of his money intact, the Australian investor felt gloomy about the crypto space after FTX’s fall. “Imagine if the London Stock Exchange just shut down, and said yeah, we’re not gonna do any trading anymore, people will not be able to get their money out. How insane would that be?” the investor said. “Because that’s how this is. I don’t think anyone’s gonna have any faith anymore. It takes a lot of time to build that faith again.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925779659,"gmtCreate":1672120348071,"gmtModify":1676538637471,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"Swee...better 2023 for all!!![Heart]&nbsp;[Heart]&nbsp;[Heart]&nbsp;[Heart]&nbsp;","listText":"Swee...better 2023 for all!!![Heart]&nbsp;[Heart]&nbsp;[Heart]&nbsp;[Heart]&nbsp;","text":"Swee...better 2023 for all!!![Heart] [Heart] [Heart] [Heart]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925779659","repostId":"1107087281","repostType":4,"repost":{"id":"1107087281","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1672110341,"share":"https://ttm.financial/m/news/1107087281?lang=&edition=fundamental","pubTime":"2022-12-27 11:05","market":"us","language":"en","title":"Apple Down 25%, Meta 65%, Amazon 49% As Tech Stocks Hit Rough Patch In 2022: 4 Factors That Could Work In Sector's Favor In 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1107087281","media":"Benzinga","summary":"ZINGER KEY POINTSTech stocks have led 2022's market sell-off and have underperformed the broader mar","content":"<html><head></head><body><h2>ZINGER KEY POINTS</h2><ul><li>Tech stocks have led 2022&#39;s market sell-off and have underperformed the broader market.</li><li>Big techs alone have lost $2.5 trillion in market value, according to JPMorgan.</li></ul><p><img src=\"https://static.tigerbbs.com/ac0434da7b30b89f97d71c6d77ee2c0c\" tg-width=\"941\" tg-height=\"514\" width=\"100%\" height=\"auto\"/></p><p>Tech stocks just had their annus horribilis. The sell-off in the space was so indiscriminate that most shed billions or millions from their market capitalizations.</p><p>The tech-heavy <b>Nasdaq Composite Index</b> has lost almost twice as much as the broader <b>S&amp;P 500 Index</b>, underlining the skewed nature of the market sell-off toward the tech space.</p><p><b>Falling Off The Cliff:</b> The economy did have a part in the tech meltdown, but it alone cannot be squarely blamed. Tech stocks were on an extended run between 2016 and 2021, pushing valuations of many equities to unsustainable levels, Christopher Baggini,global head of equity strategy of JPMorgan Asset &amp; Wealth Management, said in a note.</p><p>These valuations, according to the analyst, could not be sustained in a higher interest rate environment. The situation got worse with the “complicated dynamics of slowing economic growth, uneven demand, inventory management and gradually improving supply chains,” he said.</p><p>For taking stock of the ravages, we don’t have to look past the big techs, which now look like a pale shadow of their old selves.</p><p>The FAANG stocks, save <b>Apple Inc.</b> are down by much more than the Nasdaq Composite as well as the <b>Nasdaq 100 Index</b>. <b>Meta Platforms Inc.</b> has the worst loss for the year so far in this category, followed by <b>Netflix Inc.</b> and <b>Amazon Inc.</b>.</p><p>Apple also has had its fair share of problems, especially with the concentration of its production base in China hurting output and shipments.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74ff3bc30c2cd00e27908b0a1d5f3939\" tg-width=\"2880\" tg-height=\"1523\" width=\"100%\" height=\"auto\"/><span>Source: Proprietary chart</span></p><p>It was against this backdrop that these companies began shifting their focus on operational discipline in a bid to preserve margins. The result: thousands of employees taken off payrolls, cost cuts, projects shelved and unprofitable divisions shut down.</p><p>Meta for one announced massive layoffs numbering 11,000 in November. When <b>Elon Musk</b> took <b>Twitter</b> private, he planned a three-quarter reduction in payrolls.</p><p><b>Future Is Tense:</b> Despite the extremely attractive valuations, not many analysts agree that a reversal is around the corner. Macroeconomic headwinds could prove to be a pushback for the sector, as circumspect consumers abstain from huge purchases.</p><p>The <b>Federal Reserve</b> under <b>Jerome Powell</b> has signaled that rate hikes could continue well into 2023, albeit at a slower pace. This has a direct bearing on consumer spending. Inflationary pressure, though abating, still runs high, leaving consumers with less real income to splurge on consumer discretionary items.</p><p>Tech supply chains still remain constrained amid adverse geopolitical challenges. Chinais being hit by one COVID-19wave after another, leading to production disruptions at big U.S. tech companies such as Apple, which are heavily reliant on the country.</p><p>To make matters worse, competitive pressure is intensifying, hurting revenues. A case in point is <b>TikTok</b>, which has been blamed for part of the weaknesses at most other communication tech companies.</p><p>Even amid all these dark clouds, there are a few silver linings.</p><h2>4 Themes Supportive Of Tech Stocks:</h2><p><b>1. Potential Easing Of Dollar Strength:</b> Most technology companies, especially big techs, conduct businesses globally and derive a substantial portion of their revenue in local currencies. As the dollar continued to rise against other major currencies amid the Fed’s aggressive tightening, it shaved some percentage points off topline growth.</p><p>Forex volatility is a headwind for big techs, which have 35%-40% revenue exposure to Europe, and a stronger dollar is a 400-basis-point top-line headwind, Wedbushanalyst Daniel Ivessaid, Axios reported.</p><p>With the Fed expected to slow down the pace of rate hikes or even pause in the new year, analysts see the greenback weakening in 2023. This should remove one of the overhangs around the tech space.</p><p><b>2. M&amp;A, Consolidation:</b> Valuations of tech companies are below the past five-year averages, Ives said in a recent note.</p><p>This, the analyst said, could lead to a spate of M&amp;A transactions in the space in 2023. The M&amp;A wave has already begun. Tech-focused privateequity firm <b>Thoma Bravo</b> announced earlier this month a deal to buy <b>Coupa Software Inc.</b></p><p><b>3. Lean, Mean Structures:</b> Industry veterans and analysts blame much of the current predicament on the excesses of tech companies, which bloated their cost structures.</p><p>From irrational exuberance, companies are now coming to terms with the stark reality, and this has forced them to announce massive layoffs and rethink priorities. Most have begun focusing on a smaller number of high-priority growth areas, JPMorgan analysts said in a recent commentary.</p><p>The analysts pointed to Amazon’s flexibility in pushing first-party versus third-party inventory and its Prime offering, Alphabet’s focus on diversifying its revenue streams by developing its non-ad business and Meta leaning toward its AI discovery engine, ad and business platforms as well as its multiyear transition to the metaverse.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4579314d1fa6c2ef480282ed83b16d48\" tg-width=\"5760\" tg-height=\"3014\" width=\"100%\" height=\"auto\"/><span>Source: JPMorgan</span></p><p>“Overall, key opportunities for Big Tech in 2023 include rightsizing cost structures through headcount reduction and greater operating discipline, increasing focus on profits and cash flow, leaning responsibly into new growth drivers and gaining market share during this tough macro period,” JPMorgan’s tech analyst Doug Anmuthsaid.</p><p><b>4. Supportive Valuations:</b> Big techs alone have lost a combined market cap of $2.5 trillion in 2022, JPMorgan estimates.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f9cf7097880df3a75e83d71184780cd\" tg-width=\"5760\" tg-height=\"3288\" width=\"100%\" height=\"auto\"/><span>Source: TradingView</span></p><p>The oversold levels typically suggest a rebound may be around the corner. This time around, the upcoming year is fraught with risks.</p><p>Consumer tech companies could face the brunt of negativity as COVID-19 tailwinds abate, energy prices rise in Europe and global economic activity slows, Franklin Templeton said in its 2023 technology sector outlook. Valuations are nearing the point, where they have begun to reflect expectations of below-trend growth continuing into 2023, the firm said.</p><p><b>Price Action:</b> The <b>Invesco QQQ </b> ended Friday&#39;s session up 0.22%, at $267.36, according toBenzinga Pro data.</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 Down 25%, Meta 65%, Amazon 49% As Tech Stocks Hit Rough Patch In 2022: 4 Factors That Could Work In Sector's Favor 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 Down 25%, Meta 65%, Amazon 49% As Tech Stocks Hit Rough Patch In 2022: 4 Factors That Could Work In Sector's Favor In 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-12-27 11:05</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2>ZINGER KEY POINTS</h2><ul><li>Tech stocks have led 2022&#39;s market sell-off and have underperformed the broader market.</li><li>Big techs alone have lost $2.5 trillion in market value, according to JPMorgan.</li></ul><p><img src=\"https://static.tigerbbs.com/ac0434da7b30b89f97d71c6d77ee2c0c\" tg-width=\"941\" tg-height=\"514\" width=\"100%\" height=\"auto\"/></p><p>Tech stocks just had their annus horribilis. The sell-off in the space was so indiscriminate that most shed billions or millions from their market capitalizations.</p><p>The tech-heavy <b>Nasdaq Composite Index</b> has lost almost twice as much as the broader <b>S&amp;P 500 Index</b>, underlining the skewed nature of the market sell-off toward the tech space.</p><p><b>Falling Off The Cliff:</b> The economy did have a part in the tech meltdown, but it alone cannot be squarely blamed. Tech stocks were on an extended run between 2016 and 2021, pushing valuations of many equities to unsustainable levels, Christopher Baggini,global head of equity strategy of JPMorgan Asset &amp; Wealth Management, said in a note.</p><p>These valuations, according to the analyst, could not be sustained in a higher interest rate environment. The situation got worse with the “complicated dynamics of slowing economic growth, uneven demand, inventory management and gradually improving supply chains,” he said.</p><p>For taking stock of the ravages, we don’t have to look past the big techs, which now look like a pale shadow of their old selves.</p><p>The FAANG stocks, save <b>Apple Inc.</b> are down by much more than the Nasdaq Composite as well as the <b>Nasdaq 100 Index</b>. <b>Meta Platforms Inc.</b> has the worst loss for the year so far in this category, followed by <b>Netflix Inc.</b> and <b>Amazon Inc.</b>.</p><p>Apple also has had its fair share of problems, especially with the concentration of its production base in China hurting output and shipments.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74ff3bc30c2cd00e27908b0a1d5f3939\" tg-width=\"2880\" tg-height=\"1523\" width=\"100%\" height=\"auto\"/><span>Source: Proprietary chart</span></p><p>It was against this backdrop that these companies began shifting their focus on operational discipline in a bid to preserve margins. The result: thousands of employees taken off payrolls, cost cuts, projects shelved and unprofitable divisions shut down.</p><p>Meta for one announced massive layoffs numbering 11,000 in November. When <b>Elon Musk</b> took <b>Twitter</b> private, he planned a three-quarter reduction in payrolls.</p><p><b>Future Is Tense:</b> Despite the extremely attractive valuations, not many analysts agree that a reversal is around the corner. Macroeconomic headwinds could prove to be a pushback for the sector, as circumspect consumers abstain from huge purchases.</p><p>The <b>Federal Reserve</b> under <b>Jerome Powell</b> has signaled that rate hikes could continue well into 2023, albeit at a slower pace. This has a direct bearing on consumer spending. Inflationary pressure, though abating, still runs high, leaving consumers with less real income to splurge on consumer discretionary items.</p><p>Tech supply chains still remain constrained amid adverse geopolitical challenges. Chinais being hit by one COVID-19wave after another, leading to production disruptions at big U.S. tech companies such as Apple, which are heavily reliant on the country.</p><p>To make matters worse, competitive pressure is intensifying, hurting revenues. A case in point is <b>TikTok</b>, which has been blamed for part of the weaknesses at most other communication tech companies.</p><p>Even amid all these dark clouds, there are a few silver linings.</p><h2>4 Themes Supportive Of Tech Stocks:</h2><p><b>1. Potential Easing Of Dollar Strength:</b> Most technology companies, especially big techs, conduct businesses globally and derive a substantial portion of their revenue in local currencies. As the dollar continued to rise against other major currencies amid the Fed’s aggressive tightening, it shaved some percentage points off topline growth.</p><p>Forex volatility is a headwind for big techs, which have 35%-40% revenue exposure to Europe, and a stronger dollar is a 400-basis-point top-line headwind, Wedbushanalyst Daniel Ivessaid, Axios reported.</p><p>With the Fed expected to slow down the pace of rate hikes or even pause in the new year, analysts see the greenback weakening in 2023. This should remove one of the overhangs around the tech space.</p><p><b>2. M&amp;A, Consolidation:</b> Valuations of tech companies are below the past five-year averages, Ives said in a recent note.</p><p>This, the analyst said, could lead to a spate of M&amp;A transactions in the space in 2023. The M&amp;A wave has already begun. Tech-focused privateequity firm <b>Thoma Bravo</b> announced earlier this month a deal to buy <b>Coupa Software Inc.</b></p><p><b>3. Lean, Mean Structures:</b> Industry veterans and analysts blame much of the current predicament on the excesses of tech companies, which bloated their cost structures.</p><p>From irrational exuberance, companies are now coming to terms with the stark reality, and this has forced them to announce massive layoffs and rethink priorities. Most have begun focusing on a smaller number of high-priority growth areas, JPMorgan analysts said in a recent commentary.</p><p>The analysts pointed to Amazon’s flexibility in pushing first-party versus third-party inventory and its Prime offering, Alphabet’s focus on diversifying its revenue streams by developing its non-ad business and Meta leaning toward its AI discovery engine, ad and business platforms as well as its multiyear transition to the metaverse.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4579314d1fa6c2ef480282ed83b16d48\" tg-width=\"5760\" tg-height=\"3014\" width=\"100%\" height=\"auto\"/><span>Source: JPMorgan</span></p><p>“Overall, key opportunities for Big Tech in 2023 include rightsizing cost structures through headcount reduction and greater operating discipline, increasing focus on profits and cash flow, leaning responsibly into new growth drivers and gaining market share during this tough macro period,” JPMorgan’s tech analyst Doug Anmuthsaid.</p><p><b>4. Supportive Valuations:</b> Big techs alone have lost a combined market cap of $2.5 trillion in 2022, JPMorgan estimates.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f9cf7097880df3a75e83d71184780cd\" tg-width=\"5760\" tg-height=\"3288\" width=\"100%\" height=\"auto\"/><span>Source: TradingView</span></p><p>The oversold levels typically suggest a rebound may be around the corner. This time around, the upcoming year is fraught with risks.</p><p>Consumer tech companies could face the brunt of negativity as COVID-19 tailwinds abate, energy prices rise in Europe and global economic activity slows, Franklin Templeton said in its 2023 technology sector outlook. Valuations are nearing the point, where they have begun to reflect expectations of below-trend growth continuing into 2023, the firm said.</p><p><b>Price Action:</b> The <b>Invesco QQQ </b> ended Friday&#39;s session up 0.22%, at $267.36, according toBenzinga Pro data.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc.","AMZN":"亚马逊","MSFT":"微软","AAPL":"苹果","GOOGL":"谷歌A","NFLX":"奈飞","GOOG":"谷歌"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107087281","content_text":"ZINGER KEY POINTSTech stocks have led 2022's market sell-off and have underperformed the broader market.Big techs alone have lost $2.5 trillion in market value, according to JPMorgan.Tech stocks just had their annus horribilis. The sell-off in the space was so indiscriminate that most shed billions or millions from their market capitalizations.The tech-heavy Nasdaq Composite Index has lost almost twice as much as the broader S&P 500 Index, underlining the skewed nature of the market sell-off toward the tech space.Falling Off The Cliff: The economy did have a part in the tech meltdown, but it alone cannot be squarely blamed. Tech stocks were on an extended run between 2016 and 2021, pushing valuations of many equities to unsustainable levels, Christopher Baggini,global head of equity strategy of JPMorgan Asset & Wealth Management, said in a note.These valuations, according to the analyst, could not be sustained in a higher interest rate environment. The situation got worse with the “complicated dynamics of slowing economic growth, uneven demand, inventory management and gradually improving supply chains,” he said.For taking stock of the ravages, we don’t have to look past the big techs, which now look like a pale shadow of their old selves.The FAANG stocks, save Apple Inc. are down by much more than the Nasdaq Composite as well as the Nasdaq 100 Index. Meta Platforms Inc. has the worst loss for the year so far in this category, followed by Netflix Inc. and Amazon Inc..Apple also has had its fair share of problems, especially with the concentration of its production base in China hurting output and shipments.Source: Proprietary chartIt was against this backdrop that these companies began shifting their focus on operational discipline in a bid to preserve margins. The result: thousands of employees taken off payrolls, cost cuts, projects shelved and unprofitable divisions shut down.Meta for one announced massive layoffs numbering 11,000 in November. When Elon Musk took Twitter private, he planned a three-quarter reduction in payrolls.Future Is Tense: Despite the extremely attractive valuations, not many analysts agree that a reversal is around the corner. Macroeconomic headwinds could prove to be a pushback for the sector, as circumspect consumers abstain from huge purchases.The Federal Reserve under Jerome Powell has signaled that rate hikes could continue well into 2023, albeit at a slower pace. This has a direct bearing on consumer spending. Inflationary pressure, though abating, still runs high, leaving consumers with less real income to splurge on consumer discretionary items.Tech supply chains still remain constrained amid adverse geopolitical challenges. Chinais being hit by one COVID-19wave after another, leading to production disruptions at big U.S. tech companies such as Apple, which are heavily reliant on the country.To make matters worse, competitive pressure is intensifying, hurting revenues. A case in point is TikTok, which has been blamed for part of the weaknesses at most other communication tech companies.Even amid all these dark clouds, there are a few silver linings.4 Themes Supportive Of Tech Stocks:1. Potential Easing Of Dollar Strength: Most technology companies, especially big techs, conduct businesses globally and derive a substantial portion of their revenue in local currencies. As the dollar continued to rise against other major currencies amid the Fed’s aggressive tightening, it shaved some percentage points off topline growth.Forex volatility is a headwind for big techs, which have 35%-40% revenue exposure to Europe, and a stronger dollar is a 400-basis-point top-line headwind, Wedbushanalyst Daniel Ivessaid, Axios reported.With the Fed expected to slow down the pace of rate hikes or even pause in the new year, analysts see the greenback weakening in 2023. This should remove one of the overhangs around the tech space.2. M&A, Consolidation: Valuations of tech companies are below the past five-year averages, Ives said in a recent note.This, the analyst said, could lead to a spate of M&A transactions in the space in 2023. The M&A wave has already begun. Tech-focused privateequity firm Thoma Bravo announced earlier this month a deal to buy Coupa Software Inc.3. Lean, Mean Structures: Industry veterans and analysts blame much of the current predicament on the excesses of tech companies, which bloated their cost structures.From irrational exuberance, companies are now coming to terms with the stark reality, and this has forced them to announce massive layoffs and rethink priorities. Most have begun focusing on a smaller number of high-priority growth areas, JPMorgan analysts said in a recent commentary.The analysts pointed to Amazon’s flexibility in pushing first-party versus third-party inventory and its Prime offering, Alphabet’s focus on diversifying its revenue streams by developing its non-ad business and Meta leaning toward its AI discovery engine, ad and business platforms as well as its multiyear transition to the metaverse.Source: JPMorgan“Overall, key opportunities for Big Tech in 2023 include rightsizing cost structures through headcount reduction and greater operating discipline, increasing focus on profits and cash flow, leaning responsibly into new growth drivers and gaining market share during this tough macro period,” JPMorgan’s tech analyst Doug Anmuthsaid.4. Supportive Valuations: Big techs alone have lost a combined market cap of $2.5 trillion in 2022, JPMorgan estimates.Source: TradingViewThe oversold levels typically suggest a rebound may be around the corner. This time around, the upcoming year is fraught with risks.Consumer tech companies could face the brunt of negativity as COVID-19 tailwinds abate, energy prices rise in Europe and global economic activity slows, Franklin Templeton said in its 2023 technology sector outlook. Valuations are nearing the point, where they have begun to reflect expectations of below-trend growth continuing into 2023, the firm said.Price Action: The Invesco QQQ  ended Friday's session up 0.22%, at $267.36, according toBenzinga Pro data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980828422,"gmtCreate":1665706000666,"gmtModify":1676537651485,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"Brazil have fine 🍎🍏🍎🍏!!!Wonder is Brazil apple juicy and crunchy[Happy]&nbsp;[Happy]&nbsp;","listText":"Brazil have fine 🍎🍏🍎🍏!!!Wonder is Brazil apple juicy and crunchy[Happy]&nbsp;[Happy]&nbsp;","text":"Brazil have fine 🍎🍏🍎🍏!!!Wonder is Brazil apple juicy and crunchy[Happy] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9980828422","repostId":"2275679720","repostType":2,"repost":{"id":"2275679720","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":1665704755,"share":"https://ttm.financial/m/news/2275679720?lang=&edition=fundamental","pubTime":"2022-10-14 07:45","market":"us","language":"en","title":"Brazil Court Fines Apple, Orders to Sell IPhone With Charger","url":"https://stock-news.laohu8.com/highlight/detail?id=2275679720","media":"Reuters","summary":"SAO PAULO, Oct 13 (Reuters) - A Brazilian court on Thursday fined Apple Inc 100 million reais ($19 m","content":"<html><head></head><body><p>SAO PAULO, Oct 13 (Reuters) - A Brazilian court on Thursday fined Apple Inc 100 million reais ($19 million) and ruled that battery chargers must come with new iPhones sold in the country.</p><p>The Sao Paulo state court ruled against Apple in a lawsuit, filed by the association of borrowers, consumers and taxpayers, that argued that the company commits abusive practices by selling its flagship product without a charger.</p><p>Apple said it will appeal the decision.</p><p>Previously, the tech firm argued that the practice had the purpose of reducing carbon emissions.</p><p>&#34;It is evident that, under the justification of a &#39;green initiative,&#39; the defendant imposes on the consumer a required purchase of charger adaptors that were previously supplied along with the product,&#34; said the court&#39;s decision.</p><p>($1 = 5.2622 reais)</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>Brazil Court Fines Apple, Orders to Sell IPhone With Charger</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\">\nBrazil Court Fines Apple, Orders to Sell IPhone With Charger\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\">2022-10-14 07:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SAO PAULO, Oct 13 (Reuters) - A Brazilian court on Thursday fined Apple Inc 100 million reais ($19 million) and ruled that battery chargers must come with new iPhones sold in the country.</p><p>The Sao Paulo state court ruled against Apple in a lawsuit, filed by the association of borrowers, consumers and taxpayers, that argued that the company commits abusive practices by selling its flagship product without a charger.</p><p>Apple said it will appeal the decision.</p><p>Previously, the tech firm argued that the practice had the purpose of reducing carbon emissions.</p><p>&#34;It is evident that, under the justification of a &#39;green initiative,&#39; the defendant imposes on the consumer a required purchase of charger adaptors that were previously supplied along with the product,&#34; said the court&#39;s decision.</p><p>($1 = 5.2622 reais)</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":"2275679720","content_text":"SAO PAULO, Oct 13 (Reuters) - A Brazilian court on Thursday fined Apple Inc 100 million reais ($19 million) and ruled that battery chargers must come with new iPhones sold in the country.The Sao Paulo state court ruled against Apple in a lawsuit, filed by the association of borrowers, consumers and taxpayers, that argued that the company commits abusive practices by selling its flagship product without a charger.Apple said it will appeal the decision.Previously, the tech firm argued that the practice had the purpose of reducing carbon emissions.\"It is evident that, under the justification of a 'green initiative,' the defendant imposes on the consumer a required purchase of charger adaptors that were previously supplied along with the product,\" said the court's decision.($1 = 5.2622 reais)","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952829728,"gmtCreate":1674623297664,"gmtModify":1676538949511,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"Fool.com.,one moment u said apple will drop...the other moment u said is no brainer buy..... Fool.com&gt;&gt;&gt;stop fooling aroundwith it leh.....","listText":"Fool.com.,one moment u said apple will drop...the other moment u said is no brainer buy..... Fool.com&gt;&gt;&gt;stop fooling aroundwith it leh.....","text":"Fool.com.,one moment u said apple will drop...the other moment u said is no brainer buy..... Fool.com>>>stop fooling aroundwith it leh.....","images":[{"img":"https://community-static.tradeup.com/news/b65fa09bff4748cc8cf617fb0e716075"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952829728","repostId":"2306146422","repostType":4,"repost":{"id":"2306146422","pubTimestamp":1674599400,"share":"https://ttm.financial/m/news/2306146422?lang=&edition=fundamental","pubTime":"2023-01-25 06:30","market":"us","language":"en","title":"2 No-Brainer Growth Stocks to Buy in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2306146422","media":"Motley Fool","summary":"These stocks have enjoyed triple-digit growth in the last five years, with 2023 a major buying opportunity.","content":"<html><head></head><body><p>After a year when countless tech companies suffered significant declines in their stocks and earnings because of macroeconomic headwinds, 2023 has shown signs that the market is recovering. The <b>Nasdaq-100 Technology Sector</b> index has risen almost 8% since the start of the year, as many stocks have gradually trended upward. As a result, now is an excellent time to invest in growth stocks while they&#39;re still down year over year.</p><p>Because technology is constantly developing, the industry is a great place to hold an investment over the long term because it is likely to provide consistent gains.</p><p>Here are two no-brainer growth stocks to buy in 2023.</p><h2>1. AMD</h2><p>Along with numerous other growth stocks, <b>Advanced Micro Devices</b> (AMD) was hit hard in 2022 by reduced spending on tech and rises in inflation. However, the dismal year hasn&#39;t hampered its stellar long-term prospects. Even with last year&#39;s sell-off, AMD&#39;s shares have increased 493% over the previous five years and almost 3,000% in the last decade.</p><p>Meanwhile, the semiconductor company&#39;s revenue has increased 153% since 2018 to $16.4 billion in 2022, with operating income rising 1,000% to $2.6 billion. As a result, now is an excellent time to invest in this undervalued growth stock, with its price still down 36% year over year.</p><p>Despite declines in its PC-focused client segment in the third quarter of 2022, AMD&#39;s biggest earning segment, data centers, did not disappoint. The company&#39;s data center business saw revenue increase 45% year over year to $1.6 billion, with operating income rising 64% to $505 million. And the company has plans to expand further in this booming market.</p><p>In November, AMD launched a new generation of data center chips named Genoa, and plans to release a more powerful version called Genoa-X later this year. With companies such as <b>Alphabet</b>&#39;s Google, <b>Microsoft</b>&#39;s Azure, and <b>Oracle</b> already signed on as clients, AMD is well-positioned to continue profiting from the market&#39;s expansion.</p><p>The company&#39;s forward price-to-earnings ratio of 20.7 is especially attractive considering its prospects. The same metric for its biggest competitor, <b>Nvidia</b>, is 57.6.</p><p>Advanced Micro Devices&#39; stock was battered in 2022, but it is unlikely to be down forever, considering its consistent long-term performance. The company&#39;s shares have risen 16% since Jan. 1 as investors reevaluate AMD&#39;s potential. As a result, now could be the perfect time to invest in this exceptional growth stock.</p><h2>2. Apple</h2><p><b>Apple</b> is a solid growth stock in all aspects. Over the last five years, the company&#39;s shares have soared 211%, and 664% in the last decade.</p><p>Revenue has risen 48% since 2018 to $394.3 billion in 2022, and operating income has increased by over 80% to $119.4 billion in the same period. That is primarily thanks to strong, consistent demand for its products and a talent for successfully entering new markets.</p><p>In 2022, Apple&#39;s iPhone officially surpassed Alphabet&#39;s Android for smartphone market share by hitting 50%, according to Counterpoint Research. This is particularly encouraging thanks to its walled garden of products, where one purchase can encourage consumers to dive deeper into the company&#39;s varied lineup of other devices and services.</p><p>And 2023 holds a lot of promise for the tech giant. In the first 20 days of the year, Apple announced MacBook Pros featuring more powerful chips, a beefier Mac Mini, and a second-generation HomePod.</p><p>Reports say the company will soon enter the augmented/virtual reality markets with a new headset and is working toward reducing its dependency on other companies by using more in-house components in its iPhones. Each of these developments has the potential to significantly increase revenue over the long term, making Apple&#39;s stock a screaming buy in 2023.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 No-Brainer Growth Stocks to Buy 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\">\n2 No-Brainer Growth Stocks to Buy in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-25 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/24/2-no-brainer-growth-stocks-to-buy-in-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a year when countless tech companies suffered significant declines in their stocks and earnings because of macroeconomic headwinds, 2023 has shown signs that the market is recovering. The Nasdaq...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/24/2-no-brainer-growth-stocks-to-buy-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","BK4571":"数字音乐概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","AMD":"美国超微公司","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4507":"流媒体概念","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4534":"瑞士信贷持仓","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0079474960.USD":"联博美国增长基金A","BK4501":"段永平概念","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","BK4141":"半导体产品","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0861579265.USD":"联博低波幅策略股票基金A","LU1046421795.USD":"富达环球科技A-ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","AAPL":"苹果","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4561":"索罗斯持仓","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4514":"搜索引擎","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4515":"5G概念"},"source_url":"https://www.fool.com/investing/2023/01/24/2-no-brainer-growth-stocks-to-buy-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2306146422","content_text":"After a year when countless tech companies suffered significant declines in their stocks and earnings because of macroeconomic headwinds, 2023 has shown signs that the market is recovering. The Nasdaq-100 Technology Sector index has risen almost 8% since the start of the year, as many stocks have gradually trended upward. As a result, now is an excellent time to invest in growth stocks while they're still down year over year.Because technology is constantly developing, the industry is a great place to hold an investment over the long term because it is likely to provide consistent gains.Here are two no-brainer growth stocks to buy in 2023.1. AMDAlong with numerous other growth stocks, Advanced Micro Devices (AMD) was hit hard in 2022 by reduced spending on tech and rises in inflation. However, the dismal year hasn't hampered its stellar long-term prospects. Even with last year's sell-off, AMD's shares have increased 493% over the previous five years and almost 3,000% in the last decade.Meanwhile, the semiconductor company's revenue has increased 153% since 2018 to $16.4 billion in 2022, with operating income rising 1,000% to $2.6 billion. As a result, now is an excellent time to invest in this undervalued growth stock, with its price still down 36% year over year.Despite declines in its PC-focused client segment in the third quarter of 2022, AMD's biggest earning segment, data centers, did not disappoint. The company's data center business saw revenue increase 45% year over year to $1.6 billion, with operating income rising 64% to $505 million. And the company has plans to expand further in this booming market.In November, AMD launched a new generation of data center chips named Genoa, and plans to release a more powerful version called Genoa-X later this year. With companies such as Alphabet's Google, Microsoft's Azure, and Oracle already signed on as clients, AMD is well-positioned to continue profiting from the market's expansion.The company's forward price-to-earnings ratio of 20.7 is especially attractive considering its prospects. The same metric for its biggest competitor, Nvidia, is 57.6.Advanced Micro Devices' stock was battered in 2022, but it is unlikely to be down forever, considering its consistent long-term performance. The company's shares have risen 16% since Jan. 1 as investors reevaluate AMD's potential. As a result, now could be the perfect time to invest in this exceptional growth stock.2. AppleApple is a solid growth stock in all aspects. Over the last five years, the company's shares have soared 211%, and 664% in the last decade.Revenue has risen 48% since 2018 to $394.3 billion in 2022, and operating income has increased by over 80% to $119.4 billion in the same period. That is primarily thanks to strong, consistent demand for its products and a talent for successfully entering new markets.In 2022, Apple's iPhone officially surpassed Alphabet's Android for smartphone market share by hitting 50%, according to Counterpoint Research. This is particularly encouraging thanks to its walled garden of products, where one purchase can encourage consumers to dive deeper into the company's varied lineup of other devices and services.And 2023 holds a lot of promise for the tech giant. In the first 20 days of the year, Apple announced MacBook Pros featuring more powerful chips, a beefier Mac Mini, and a second-generation HomePod.Reports say the company will soon enter the augmented/virtual reality markets with a new headset and is working toward reducing its dependency on other companies by using more in-house components in its iPhones. Each of these developments has the potential to significantly increase revenue over the long term, making Apple's stock a screaming buy in 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9952829958,"gmtCreate":1674622896175,"gmtModify":1676538949488,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952829958","repostId":"2306495123","repostType":4,"repost":{"id":"2306495123","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":1674603819,"share":"https://ttm.financial/m/news/2306495123?lang=&edition=fundamental","pubTime":"2023-01-25 07:43","market":"us","language":"en","title":"Microsoft Stock Turns Negative After Forecast Misses, CFO Warns About Deceleration","url":"https://stock-news.laohu8.com/highlight/detail?id=2306495123","media":"Dow Jones","summary":"Microsoft suggests sales in the current quarter will come in at least $1 billion lower than Wall Str","content":"<html><head></head><body><p>Microsoft suggests sales in the current quarter will come in at least $1 billion lower than Wall Street expected as December slowdown is projected to continue into new year, gains of 4% and disappear in after-hours trading</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0824503f0217521fd863e450d46b66b5\" tg-width=\"700\" tg-height=\"473\" referrerpolicy=\"no-referrer\"/><span>Microsoft Corp. reported fiscal second-quarter earnings Tuesday. AFP/GETTY IMAGES</span></p><p>Microsoft Corp.’s profit declined more than 12% in the holiday season, and executives said Tuesday that a revenue deceleration in December is expected to continue into the new year as the company lays off workers.</p><p>Microsoft reported fiscal second-quarter earnings of $16.43 billion, or $2.20 a share, a decline from $2.48 a share a year ago. The company also reported that severance, impairment and lease-consolidation costs cost it 12 cents a share, which would lead to adjusted earnings of $2.32 a share; Microsoft executives did not provide adjusted earnings a year ago, and typically stick to GAAP profit readings.</p><p>Revenue increased to $52.75 billion from $51.7 billion in the holiday quarter of 2022. Analysts on average expected earnings of $2.29 a share on sales of $52.99 billion, according to FactSet.</p><p>For the current quarter, Microsoft executives expect revenue of $50.5 billion to $51.5 billion, according to guidance provided by Chief Financial Officer Amy Hood in a conference call Tuesday afternoon. Analysts on average were expecting fiscal third-quarter revenue of $52.42 billion, according to FactSet.</p><p>Hood said that Microsoft observed a slowdown in customer spending in December, and expects that to continue. Azure grew by 38% in constant currency, topping expectations, but Hood said that they exited December in the “mid-30s” after the deceleration, and executives expect that percentage to fall four or five points in the current quarter. Analysts were projecting Azure growth of 27.8% for the quarter, or 33.7% in constant currency, according to FactSet.</p><p>Microsoft shares gained more than 4% in after-hours trading immediately following the release of the results, but they began to drop after the forecast and December deceleration news were shared. The stock was down 1% as of 8:00 p.m. Eastern.</p><p><img src=\"https://static.tigerbbs.com/971139206e2a87539d9529660f5eb038\" tg-width=\"826\" tg-height=\"619\" width=\"100%\" height=\"auto\"/></p><p>Microsoft’s forecast takes on extra importance this quarter, as analysts believe that businesses slowed down deals at the end of 2022 to cut costs and for other reasons, and Wall Street will want to know if Microsoft expects any deals that didn’t close before the end of the year will be included in the current quarter’s results. Microsoft executives told investors at the end of the last fiscal year that they expect double-digit percentage growth in revenue and operating margins, but a lot has happened since then.</p><p>Microsoft announced thousands of layoffs last week, part of a wave of job cuts from Big Tech companies that increased their workforces at a rapid pace in the early years of the COVID-19 pandemic. Wall Street analysts believed the move signaled concerns about revenue growth.</p><p>“We expect that the head-count reduction announcement … will likely be accompanied by a lower revenue outlook for the second half of the FY, but the actions taken by the company are an illustration of how Microsoft can dynamically adjust its cost base to preserve EPS and free cash flow given the macro choppiness,” Evercore ISI analysts wrote in a preview of the earnings, while maintaining an outperform rating and $280 target price on the stock.</p><p>Microsoft executives hope to provide a rosier outlook with other deals. The day before its earnings report, the company officially announced a long-expected third investment in ChatGPT creator OpenAI, which includes plans to incorporate the technology into services such as Microsoft’s Azure cloud-computing offering and Bing search engine. Microsoft is also still in the process of acquiring videogame-publishing giant Activision Blizzard Inc. for $69 billion, though it is facing pushback from regulators worldwide.</p><p>“We are particularly keen for updates on this deal, and would pay special attention to what sorts of concessions Microsoft is prepared to make at this point, and at what point the concessions make the deal unattractive to shareholders,” Macquarie Research analysts wrote of the Activision acquisition, while maintaining a neutral rating but decreasing their price target to $232 from $234.</p><p>Microsoft reported cloud revenue of $21.5 billion, up from $18.33 billion a year ago and narrowly topping the average analyst estimate of $21.43 billion, according to FactSet. Azure grew 31%, while analysts on average were expecting 30.5% growth from the cloud-computing product; Microsoft does not provide full revenue or profit figures for Azure, even though Amazon.com Inc. and Alphabet Inc. provide such results for their rival cloud products.</p><p>Microsoft’s personal-computer segment recorded $14.2 billion in revenue, down from $17.47 billion in the previous holiday season and missing the average analyst estimate of $14.76 billion. PC shipments suffered their worst decline ever recorded in the holiday season, according to third-party analyses, after a boom in PC sales during 2020 and 2021.</p><p>Microsoft’s enterprise-software business had sales of $17 billion, up from $15.94 billion a year ago and beating the FactSet analyst consensus of $16.79 billion.</p><p>Microsoft shares have declined 18.4% in the past 12 months, as the S&amp;P 500 index has dropped 8.9% and the Dow Jones Industrial Average — which counts Microsoft as one of its 30 components — has declined 2.1%.</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>Microsoft Stock Turns Negative After Forecast Misses, CFO Warns About Deceleration</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\">\nMicrosoft Stock Turns Negative After Forecast Misses, CFO Warns About Deceleration\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-01-25 07:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Microsoft suggests sales in the current quarter will come in at least $1 billion lower than Wall Street expected as December slowdown is projected to continue into new year, gains of 4% and disappear in after-hours trading</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0824503f0217521fd863e450d46b66b5\" tg-width=\"700\" tg-height=\"473\" referrerpolicy=\"no-referrer\"/><span>Microsoft Corp. reported fiscal second-quarter earnings Tuesday. AFP/GETTY IMAGES</span></p><p>Microsoft Corp.’s profit declined more than 12% in the holiday season, and executives said Tuesday that a revenue deceleration in December is expected to continue into the new year as the company lays off workers.</p><p>Microsoft reported fiscal second-quarter earnings of $16.43 billion, or $2.20 a share, a decline from $2.48 a share a year ago. The company also reported that severance, impairment and lease-consolidation costs cost it 12 cents a share, which would lead to adjusted earnings of $2.32 a share; Microsoft executives did not provide adjusted earnings a year ago, and typically stick to GAAP profit readings.</p><p>Revenue increased to $52.75 billion from $51.7 billion in the holiday quarter of 2022. Analysts on average expected earnings of $2.29 a share on sales of $52.99 billion, according to FactSet.</p><p>For the current quarter, Microsoft executives expect revenue of $50.5 billion to $51.5 billion, according to guidance provided by Chief Financial Officer Amy Hood in a conference call Tuesday afternoon. Analysts on average were expecting fiscal third-quarter revenue of $52.42 billion, according to FactSet.</p><p>Hood said that Microsoft observed a slowdown in customer spending in December, and expects that to continue. Azure grew by 38% in constant currency, topping expectations, but Hood said that they exited December in the “mid-30s” after the deceleration, and executives expect that percentage to fall four or five points in the current quarter. Analysts were projecting Azure growth of 27.8% for the quarter, or 33.7% in constant currency, according to FactSet.</p><p>Microsoft shares gained more than 4% in after-hours trading immediately following the release of the results, but they began to drop after the forecast and December deceleration news were shared. The stock was down 1% as of 8:00 p.m. Eastern.</p><p><img src=\"https://static.tigerbbs.com/971139206e2a87539d9529660f5eb038\" tg-width=\"826\" tg-height=\"619\" width=\"100%\" height=\"auto\"/></p><p>Microsoft’s forecast takes on extra importance this quarter, as analysts believe that businesses slowed down deals at the end of 2022 to cut costs and for other reasons, and Wall Street will want to know if Microsoft expects any deals that didn’t close before the end of the year will be included in the current quarter’s results. Microsoft executives told investors at the end of the last fiscal year that they expect double-digit percentage growth in revenue and operating margins, but a lot has happened since then.</p><p>Microsoft announced thousands of layoffs last week, part of a wave of job cuts from Big Tech companies that increased their workforces at a rapid pace in the early years of the COVID-19 pandemic. Wall Street analysts believed the move signaled concerns about revenue growth.</p><p>“We expect that the head-count reduction announcement … will likely be accompanied by a lower revenue outlook for the second half of the FY, but the actions taken by the company are an illustration of how Microsoft can dynamically adjust its cost base to preserve EPS and free cash flow given the macro choppiness,” Evercore ISI analysts wrote in a preview of the earnings, while maintaining an outperform rating and $280 target price on the stock.</p><p>Microsoft executives hope to provide a rosier outlook with other deals. The day before its earnings report, the company officially announced a long-expected third investment in ChatGPT creator OpenAI, which includes plans to incorporate the technology into services such as Microsoft’s Azure cloud-computing offering and Bing search engine. Microsoft is also still in the process of acquiring videogame-publishing giant Activision Blizzard Inc. for $69 billion, though it is facing pushback from regulators worldwide.</p><p>“We are particularly keen for updates on this deal, and would pay special attention to what sorts of concessions Microsoft is prepared to make at this point, and at what point the concessions make the deal unattractive to shareholders,” Macquarie Research analysts wrote of the Activision acquisition, while maintaining a neutral rating but decreasing their price target to $232 from $234.</p><p>Microsoft reported cloud revenue of $21.5 billion, up from $18.33 billion a year ago and narrowly topping the average analyst estimate of $21.43 billion, according to FactSet. Azure grew 31%, while analysts on average were expecting 30.5% growth from the cloud-computing product; Microsoft does not provide full revenue or profit figures for Azure, even though Amazon.com Inc. and Alphabet Inc. provide such results for their rival cloud products.</p><p>Microsoft’s personal-computer segment recorded $14.2 billion in revenue, down from $17.47 billion in the previous holiday season and missing the average analyst estimate of $14.76 billion. PC shipments suffered their worst decline ever recorded in the holiday season, according to third-party analyses, after a boom in PC sales during 2020 and 2021.</p><p>Microsoft’s enterprise-software business had sales of $17 billion, up from $15.94 billion a year ago and beating the FactSet analyst consensus of $16.79 billion.</p><p>Microsoft shares have declined 18.4% in the past 12 months, as the S&amp;P 500 index has dropped 8.9% and the Dow Jones Industrial Average — which counts Microsoft as one of its 30 components — has declined 2.1%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4528":"SaaS概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4532":"文艺复兴科技持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4548":"巴美列捷福持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4534":"瑞士信贷持仓","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","BK4576":"AR","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0149725797.USD":"汇丰美国股市经济规模基金","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4577":"网络游戏","MSFT":"微软","BK4538":"云计算","BK4527":"明星科技股","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4579":"人工智能","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0238689110.USD":"贝莱德环球动力股票基金","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4503":"景林资产持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0079474960.USD":"联博美国增长基金A","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4097":"系统软件","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4581":"高盛持仓","BK4504":"桥水持仓","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0109392836.USD":"富兰克林科技股A"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2306495123","content_text":"Microsoft suggests sales in the current quarter will come in at least $1 billion lower than Wall Street expected as December slowdown is projected to continue into new year, gains of 4% and disappear in after-hours tradingMicrosoft Corp. reported fiscal second-quarter earnings Tuesday. AFP/GETTY IMAGESMicrosoft Corp.’s profit declined more than 12% in the holiday season, and executives said Tuesday that a revenue deceleration in December is expected to continue into the new year as the company lays off workers.Microsoft reported fiscal second-quarter earnings of $16.43 billion, or $2.20 a share, a decline from $2.48 a share a year ago. The company also reported that severance, impairment and lease-consolidation costs cost it 12 cents a share, which would lead to adjusted earnings of $2.32 a share; Microsoft executives did not provide adjusted earnings a year ago, and typically stick to GAAP profit readings.Revenue increased to $52.75 billion from $51.7 billion in the holiday quarter of 2022. Analysts on average expected earnings of $2.29 a share on sales of $52.99 billion, according to FactSet.For the current quarter, Microsoft executives expect revenue of $50.5 billion to $51.5 billion, according to guidance provided by Chief Financial Officer Amy Hood in a conference call Tuesday afternoon. Analysts on average were expecting fiscal third-quarter revenue of $52.42 billion, according to FactSet.Hood said that Microsoft observed a slowdown in customer spending in December, and expects that to continue. Azure grew by 38% in constant currency, topping expectations, but Hood said that they exited December in the “mid-30s” after the deceleration, and executives expect that percentage to fall four or five points in the current quarter. Analysts were projecting Azure growth of 27.8% for the quarter, or 33.7% in constant currency, according to FactSet.Microsoft shares gained more than 4% in after-hours trading immediately following the release of the results, but they began to drop after the forecast and December deceleration news were shared. The stock was down 1% as of 8:00 p.m. Eastern.Microsoft’s forecast takes on extra importance this quarter, as analysts believe that businesses slowed down deals at the end of 2022 to cut costs and for other reasons, and Wall Street will want to know if Microsoft expects any deals that didn’t close before the end of the year will be included in the current quarter’s results. Microsoft executives told investors at the end of the last fiscal year that they expect double-digit percentage growth in revenue and operating margins, but a lot has happened since then.Microsoft announced thousands of layoffs last week, part of a wave of job cuts from Big Tech companies that increased their workforces at a rapid pace in the early years of the COVID-19 pandemic. Wall Street analysts believed the move signaled concerns about revenue growth.“We expect that the head-count reduction announcement … will likely be accompanied by a lower revenue outlook for the second half of the FY, but the actions taken by the company are an illustration of how Microsoft can dynamically adjust its cost base to preserve EPS and free cash flow given the macro choppiness,” Evercore ISI analysts wrote in a preview of the earnings, while maintaining an outperform rating and $280 target price on the stock.Microsoft executives hope to provide a rosier outlook with other deals. The day before its earnings report, the company officially announced a long-expected third investment in ChatGPT creator OpenAI, which includes plans to incorporate the technology into services such as Microsoft’s Azure cloud-computing offering and Bing search engine. Microsoft is also still in the process of acquiring videogame-publishing giant Activision Blizzard Inc. for $69 billion, though it is facing pushback from regulators worldwide.“We are particularly keen for updates on this deal, and would pay special attention to what sorts of concessions Microsoft is prepared to make at this point, and at what point the concessions make the deal unattractive to shareholders,” Macquarie Research analysts wrote of the Activision acquisition, while maintaining a neutral rating but decreasing their price target to $232 from $234.Microsoft reported cloud revenue of $21.5 billion, up from $18.33 billion a year ago and narrowly topping the average analyst estimate of $21.43 billion, according to FactSet. Azure grew 31%, while analysts on average were expecting 30.5% growth from the cloud-computing product; Microsoft does not provide full revenue or profit figures for Azure, even though Amazon.com Inc. and Alphabet Inc. provide such results for their rival cloud products.Microsoft’s personal-computer segment recorded $14.2 billion in revenue, down from $17.47 billion in the previous holiday season and missing the average analyst estimate of $14.76 billion. PC shipments suffered their worst decline ever recorded in the holiday season, according to third-party analyses, after a boom in PC sales during 2020 and 2021.Microsoft’s enterprise-software business had sales of $17 billion, up from $15.94 billion a year ago and beating the FactSet analyst consensus of $16.79 billion.Microsoft shares have declined 18.4% in the past 12 months, as the S&P 500 index has dropped 8.9% and the Dow Jones Industrial Average — which counts Microsoft as one of its 30 components — has declined 2.1%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965491749,"gmtCreate":1669995126881,"gmtModify":1676538285379,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"How come....","listText":"How come....","text":"How come....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965491749","repostId":"1110698028","repostType":2,"repost":{"id":"1110698028","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":1669992181,"share":"https://ttm.financial/m/news/1110698028?lang=&edition=fundamental","pubTime":"2022-12-02 22:43","market":"us","language":"en","title":"Hot Chinese ADRs Rallied in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1110698028","media":"Tiger Newspress","summary":"Hot Chinese ADRs rallied in morning trading.XPeng rose over 14%; Nio rose over 7%; Bilibili, iQiyi r","content":"<html><head></head><body><p>Hot Chinese ADRs rallied in morning trading.</p><p>XPeng rose over 14%; Nio rose over 7%; Bilibili, iQiyi rose over 3%.</p><p><img src=\"https://static.tigerbbs.com/d6d5f8989e3ac19a9b7db47e89c8177f\" tg-width=\"491\" tg-height=\"716\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot Chinese ADRs Rallied in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHot Chinese ADRs Rallied in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-12-02 22:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs rallied in morning trading.</p><p>XPeng rose over 14%; Nio rose over 7%; Bilibili, iQiyi rose over 3%.</p><p><img src=\"https://static.tigerbbs.com/d6d5f8989e3ac19a9b7db47e89c8177f\" tg-width=\"491\" tg-height=\"716\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110698028","content_text":"Hot Chinese ADRs rallied in morning trading.XPeng rose over 14%; Nio rose over 7%; Bilibili, iQiyi rose over 3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986057073,"gmtCreate":1666863087893,"gmtModify":1676537818821,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"👍👍👍👍👍👍👍👍","listText":"👍👍👍👍👍👍👍👍","text":"👍👍👍👍👍👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9986057073","repostId":"1197787468","repostType":2,"repost":{"id":"1197787468","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1666861309,"share":"https://ttm.financial/m/news/1197787468?lang=&edition=fundamental","pubTime":"2022-10-27 17:01","market":"us","language":"en","title":"Apple, Amazon, Meta And More: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1197787468","media":"Benzinga","summary":"With US stock futures trading lower this morning on Thursday, some of the stocks that may grab inves","content":"<html><head></head><body><p>With US stock futures trading lower this morning on Thursday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Wall Street expects <a href=\"https://laohu8.com/S/CAT\">Caterpillar Inc.</a> to report quarterly earnings at $3.27 per share on revenue of $14.85 billion before the opening bell. Caterpillar shares fell 0.7% to $195.51 in after-hours trading.</li><li>After the closing bell, <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a> is projected to post quarterly earnings at $1.26 per share on revenue of $88.74 billion. Apple shares gained 0.3% to $149.80 in after-hours trading.</li><li><a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> reported downbeat earnings for its third quarter, while sales topped estimates. The company reported 1.98 billion daily active users for Facebook, up 3% year-over-year. Meta shares dipped 19.7% to $104.30 in the after-hours trading session.</li><li>Analysts are expecting <a href=\"https://laohu8.com/S/MCD\">McDonald&#39;s Corporation</a>+0.03% to have earned $2.60 per share on revenue of $5.72 billion for the latest quarter. The company will release earnings before the markets open. McDonald&#39;s shares gained 0.4% to $257.50 in after-hours trading.</li></ul><ul><li>After the markets close, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com, Inc.</a> is projected to post quarterly earnings at $0.22 per share on revenue of $127.84 billion. Amazon shares gained 0.1% to $115.82 in after-hours trading.</li><li><a href=\"https://laohu8.com/S/NOW\">ServiceNow Inc</a> reported better-than-expected earnings results for its third quarter. ServiceNow shares jumped 13.1% to $414.50 in the after-hours trading session.</li><li>Analysts expect <a href=\"https://laohu8.com/S/MA\">Mastercard Incorporated</a> to post quarterly earnings at $2.57 per share on revenue of $5.66 billion before the opening bell. Mastercard shares rose 0.4% to $320.89 in after-hours trading.</li></ul></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, Amazon, Meta And More: U.S. Stocks To Watch</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, Amazon, Meta And More: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-10-27 17:01</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>With US stock futures trading lower this morning on Thursday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Wall Street expects <a href=\"https://laohu8.com/S/CAT\">Caterpillar Inc.</a> to report quarterly earnings at $3.27 per share on revenue of $14.85 billion before the opening bell. Caterpillar shares fell 0.7% to $195.51 in after-hours trading.</li><li>After the closing bell, <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a> is projected to post quarterly earnings at $1.26 per share on revenue of $88.74 billion. Apple shares gained 0.3% to $149.80 in after-hours trading.</li><li><a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> reported downbeat earnings for its third quarter, while sales topped estimates. The company reported 1.98 billion daily active users for Facebook, up 3% year-over-year. Meta shares dipped 19.7% to $104.30 in the after-hours trading session.</li><li>Analysts are expecting <a href=\"https://laohu8.com/S/MCD\">McDonald&#39;s Corporation</a>+0.03% to have earned $2.60 per share on revenue of $5.72 billion for the latest quarter. The company will release earnings before the markets open. McDonald&#39;s shares gained 0.4% to $257.50 in after-hours trading.</li></ul><ul><li>After the markets close, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com, Inc.</a> is projected to post quarterly earnings at $0.22 per share on revenue of $127.84 billion. Amazon shares gained 0.1% to $115.82 in after-hours trading.</li><li><a href=\"https://laohu8.com/S/NOW\">ServiceNow Inc</a> reported better-than-expected earnings results for its third quarter. ServiceNow shares jumped 13.1% to $414.50 in the after-hours trading session.</li><li>Analysts expect <a href=\"https://laohu8.com/S/MA\">Mastercard Incorporated</a> to post quarterly earnings at $2.57 per share on revenue of $5.66 billion before the opening bell. Mastercard shares rose 0.4% to $320.89 in after-hours trading.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","META":"Meta Platforms, Inc.","MA":"万事达","AAPL":"苹果","MCD":"麦当劳","NOW":"ServiceNow"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197787468","content_text":"With US stock futures trading lower this morning on Thursday, some of the stocks that may grab investor focus today are as follows:Wall Street expects Caterpillar Inc. to report quarterly earnings at $3.27 per share on revenue of $14.85 billion before the opening bell. Caterpillar shares fell 0.7% to $195.51 in after-hours trading.After the closing bell, Apple Inc. is projected to post quarterly earnings at $1.26 per share on revenue of $88.74 billion. Apple shares gained 0.3% to $149.80 in after-hours trading.Meta Platforms, Inc. reported downbeat earnings for its third quarter, while sales topped estimates. The company reported 1.98 billion daily active users for Facebook, up 3% year-over-year. Meta shares dipped 19.7% to $104.30 in the after-hours trading session.Analysts are expecting McDonald's Corporation+0.03% to have earned $2.60 per share on revenue of $5.72 billion for the latest quarter. The company will release earnings before the markets open. McDonald's shares gained 0.4% to $257.50 in after-hours trading.After the markets close, Amazon.com, Inc. is projected to post quarterly earnings at $0.22 per share on revenue of $127.84 billion. Amazon shares gained 0.1% to $115.82 in after-hours trading.ServiceNow Inc reported better-than-expected earnings results for its third quarter. ServiceNow shares jumped 13.1% to $414.50 in the after-hours trading session.Analysts expect Mastercard Incorporated to post quarterly earnings at $2.57 per share on revenue of $5.66 billion before the opening bell. Mastercard shares rose 0.4% to $320.89 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943121372,"gmtCreate":1679294766397,"gmtModify":1679294771087,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"POwer up!!!","listText":"POwer up!!!","text":"POwer up!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9943121372","repostId":"1121675106","repostType":2,"repost":{"id":"1121675106","pubTimestamp":1679293824,"share":"https://ttm.financial/m/news/1121675106?lang=&edition=fundamental","pubTime":"2023-03-20 14:30","market":"us","language":"en","title":"Microsoft: Resiliency Amidst Turmoil Will Be Rewarded","url":"https://stock-news.laohu8.com/highlight/detail?id=1121675106","media":"Seeking Alpha","summary":"SummaryMicrosoft sees a tough road ahead - the market yawns.The company continues to gush cash and r","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Microsoft sees a tough road ahead - the market yawns.</li><li>The company continues to gush cash and reward shareholders with dividends and share repurchases.</li><li>The company maintains a net cash balance sheet and arguably can eventually take on net leverage.</li><li>The stock is trading at reasonable valuations and multiples may expand on account of the strong performance during difficult times.</li></ul><p>Microsoft (NASDAQ: MSFT) is often considered a bellwether for the tech sector and that is evident in its resilient stock price amidst the tech crash. Despite its latest quarter showing decelerating growth and guiding for more of the same, investors have remained loyal - why? It appears that investors are willing to overlook modest growth expectations in the near term on account of the diversified product portfolio, robust cash flows, and generous return of cash to shareholders. MSFT stock may not look obviously cheap, but I expect the ongoing share repurchases and growing dividends to lead to multiple expansion over the long term as the company works through a tough macro environment.</p><p><b>MSFT Stock Price</b></p><p>MSFT stock has fallen slightly from its peak but remains a strong performer over the past few years and decade.</p><p><img src=\"https://static.tigerbbs.com/6c0075559afc8ee0dfbb4589bc11817b\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>The stock is still not obviously cheap here as solid profits appear to be keeping the stock price afloat. I last covered MSFT in November where I rated the stock a buy due to the resilient fundamentals and the stock has returned 27% since then. MSFT remains a quality play as its best comparables may be stocks outside of the tech sector.</p><p><b>MSFT Stock Key Metrics</b></p><p>The most recent quarter showed that even the giant Microsoft is not immune to macro troubles. Revenue growth came in at just 2% (7% constant currency). It was only a couple of quarters prior that management guided fordouble-digit revenue growth for the full year.</p><p><img src=\"https://static.tigerbbs.com/76f44d7e438540b187fdf0ab32652449\" tg-width=\"771\" tg-height=\"357\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FY23 Q2 Slides</p><p>Operating income declined by 8% and net income declined by 12% in spite of the revenue growth. Yet investors might be looking at those numbers optimistically, as many other tech companies have seen greater margin compression as slowing top-line growth followed over-aggressive headcount growth. Amidst recessionary risks, the takeaway is that earnings did not drop by so much at this company - the company continues to gush cash.</p><p>On the conference call, management noted that expense growth mainly came from “investments in cloud engineering, the Nuance acquisition and LinkedIn.” Headcount was 19% higher than a year ago, but grew by less than 1% sequentially. MSFT announced a layoff of 10,000 employees in mid-January.</p><p>The biggest detractor from company performance was unsurprisingly from the “more personal computing” segment as the company had benefited from a pull-forward in demand during the pandemic. Windows OEM revenue declined 39% YOY with search revenue being the lone bright star at 10% growth. Management noted that while the number of PCs shipped declined to pre-pandemic levels in the quarter, the usage intensity remains nearly 10% higher than pre-pandemic levels.</p><p><img src=\"https://static.tigerbbs.com/d9663d64adab6a528e0a2adf774ab404\" tg-width=\"770\" tg-height=\"410\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FY23 Q2 Slides</p><p>Meanwhile, MSFT generated solid 7% growth in “productivity and business processes” which houses its most famous products like Microsoft Office. It is impressive that MSFT continues to sustain double-digit growth (constant currency) in this segment in spite of the large revenue base. This just goes to show the secular tailwinds behind the digital transformation of enterprises.</p><p><img src=\"https://static.tigerbbs.com/2ac6a4aac4207c75642f7eecf0e8f6b1\" tg-width=\"757\" tg-height=\"403\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FY23 Q2 Slides</p><p>The Intelligent Cloud segment led the way with 18% revenue growth (24% constant currency), driven by 31% growth at Azure. I estimate that Azure is generating around $11 billion in quarterly revenue.</p><p><img src=\"https://static.tigerbbs.com/aa81389e0f061c8c9ba322fdb8ab888a\" tg-width=\"780\" tg-height=\"226\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FY23 Q2 Slides</p><p>During the quarter, the company returned $9.7 billion to shareholders through share repurchases and dividends in the quarter. That was 11% less than the amount returned a year prior, as the 8.9% growth in the dividend was more than offset by a 27% reduction in share repurchases. While free cash flow was indeed lower in the quarter, in my view the shortfall may have just been timing issues and I’d expect the company to increase its shareholder returns over the coming year, recession or not. MSFT ended the quarter with $99.5 billion in cash, $7.1 billion in equity investments, and $48 billion in debt. Over time, I can see the company not only monetizing that net cash but also utilizing net leverage.</p><p>Looking ahead, management expects currency fluctuation headwinds to negatively impact revenues by around 3%. LinkedIn is expected to grow at a mid-single-digit pace as it faces headwinds from a slowdown in advertising and hiring. LinkedIn has significant exposure to the tech sector which has undergone avicious round of layoffs across the board.</p><p>Investors are likely most focused on the outlook for Azure. On the call, management stated that they “exited Q2 with Azure growth in the mid-30s in constant currency” and “Q3 growth to decelerate roughly 4 to 5 points in constant currency.” That implies growth of around 30% on a constant currency basis. Judging by how the stock price has reacted since then, investors seemed to have mostly shrugged off that steep projected deceleration. Altogether, management stated that they might miss their previous guidance for revenue growth (as stated above that they had previously been guiding for mid-teens growth) but expect operating margins to remain very steady. It is clear that management wants Wall Street to focus on the resilient earnings power of the company in spite of the macro backdrop, and it appears that they have succeeded in that task.</p><p><b>Is MSFT Stock A Buy, Sell, or Hold?</b></p><p>At around 30x forward earnings, MSFT might not seem that cheap. However, one must also remember that the S&amp;P 500 istrading at around 21x earnings and MSFT is expected to grow at an above-market pace over the coming years.</p><p><img src=\"https://static.tigerbbs.com/5e5d87e2e70e342fd7145acf869630b4\" tg-width=\"640\" tg-height=\"164\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>Amidst the carnage in the tech sector, it bears reminding ourselves that tech companies possess attractive unit economics as each incremental customer comes with minimal costs. That means that in theory, net income should eventually grow much faster than revenue once operating leverage takes hold.</p><p>In the absence of any changes in the valuation multiple, I could see MSFT delivering double-digit returns from here based on projected earnings growth and the roughly 3.3% earnings yield. Yet I could also see some potential for multiple expansion upon a recovery in economic conditions and the tech sector, as the company’s strong financial results during this difficult time may help investors see the company as being closer to a consumer staple in terms of financial stability. For reference, the stocks of Pepsi (PEP) or Coca-Cola (KO) trade at price to earnings growth ratios (‘PEG ratio’) around 5x, a steep premium to the roughly 1.5x PEG ratio that MSFT trades at. One must also consider the company&#39;s recent push to boost their Bing search engine with artificial intelligence. MSFT might earn$2 billion in incremental revenuefor every percentage gain in search market share. It is unclear how long it may take for market share gains to take place, if at all, but I wouldn&#39;t be surprised if the mere potential for it proves to be a catalyst for multiple expansion.</p><p>What are the key risks? MSFT is trading at some premium to tech peers - Alphabet (GOOGL) for instance is trading at only 20x forward earnings. Yes, one could make the argument that enterprise tech revenues should prove more resilient than online advertising revenues, but in exchange for greater volatility I still expect GOOGL to sustain stronger growth rates over the long term. The uncertain macro environment may cause the company to underperform projected growth, which may call into question the valuation premium as that seems to be assigned based on perceived safety. While the company remains highly profitable and has a net cash balance sheet, it is unclear how the stock will react in the near term following such disappointing news. A potentially underappreciated risk is that of disruption. MSFT seems to be often thought of as a disruptor in enterprise tech, similar with Amazon (AMZN) in e-commerce. The idea is that MSFT is a mega-cap tech company with deep pockets and can overtake any leader in any tech industry that it enters. As someone who closely follows the tech sector, I have a differing opinion than this consensus view - one need only to try comparing the experience of Microsoft Teams versus Zoom Video (ZM) to get anecdotal evidence for why. It is possible that MSFT’s slowing growth rates are not only due to macro pressures but also due to losing market share to more nimble competitors - though at present I find this unlikely as the digital transformation growth story has more legs to it. As discussed with subscribers, I view a carefully chosen portfolio of undervalued tech stocks as being the best way to position for a recovery in the tech sector. MSFT can fit right in with such a portfolio as a higher quality allocation on account of the resilient profitability and GARP valuation.</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>Microsoft: Resiliency Amidst Turmoil Will Be Rewarded</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\">\nMicrosoft: Resiliency Amidst Turmoil Will Be Rewarded\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-20 14:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4588528-microsoft-resiliency-amidst-turmoil-will-be-rewarded><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMicrosoft sees a tough road ahead - the market yawns.The company continues to gush cash and reward shareholders with dividends and share repurchases.The company maintains a net cash balance ...</p>\n\n<a href=\"https://seekingalpha.com/article/4588528-microsoft-resiliency-amidst-turmoil-will-be-rewarded\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4588528-microsoft-resiliency-amidst-turmoil-will-be-rewarded","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1121675106","content_text":"SummaryMicrosoft sees a tough road ahead - the market yawns.The company continues to gush cash and reward shareholders with dividends and share repurchases.The company maintains a net cash balance sheet and arguably can eventually take on net leverage.The stock is trading at reasonable valuations and multiples may expand on account of the strong performance during difficult times.Microsoft (NASDAQ: MSFT) is often considered a bellwether for the tech sector and that is evident in its resilient stock price amidst the tech crash. Despite its latest quarter showing decelerating growth and guiding for more of the same, investors have remained loyal - why? It appears that investors are willing to overlook modest growth expectations in the near term on account of the diversified product portfolio, robust cash flows, and generous return of cash to shareholders. MSFT stock may not look obviously cheap, but I expect the ongoing share repurchases and growing dividends to lead to multiple expansion over the long term as the company works through a tough macro environment.MSFT Stock PriceMSFT stock has fallen slightly from its peak but remains a strong performer over the past few years and decade.Data by YChartsThe stock is still not obviously cheap here as solid profits appear to be keeping the stock price afloat. I last covered MSFT in November where I rated the stock a buy due to the resilient fundamentals and the stock has returned 27% since then. MSFT remains a quality play as its best comparables may be stocks outside of the tech sector.MSFT Stock Key MetricsThe most recent quarter showed that even the giant Microsoft is not immune to macro troubles. Revenue growth came in at just 2% (7% constant currency). It was only a couple of quarters prior that management guided fordouble-digit revenue growth for the full year.FY23 Q2 SlidesOperating income declined by 8% and net income declined by 12% in spite of the revenue growth. Yet investors might be looking at those numbers optimistically, as many other tech companies have seen greater margin compression as slowing top-line growth followed over-aggressive headcount growth. Amidst recessionary risks, the takeaway is that earnings did not drop by so much at this company - the company continues to gush cash.On the conference call, management noted that expense growth mainly came from “investments in cloud engineering, the Nuance acquisition and LinkedIn.” Headcount was 19% higher than a year ago, but grew by less than 1% sequentially. MSFT announced a layoff of 10,000 employees in mid-January.The biggest detractor from company performance was unsurprisingly from the “more personal computing” segment as the company had benefited from a pull-forward in demand during the pandemic. Windows OEM revenue declined 39% YOY with search revenue being the lone bright star at 10% growth. Management noted that while the number of PCs shipped declined to pre-pandemic levels in the quarter, the usage intensity remains nearly 10% higher than pre-pandemic levels.FY23 Q2 SlidesMeanwhile, MSFT generated solid 7% growth in “productivity and business processes” which houses its most famous products like Microsoft Office. It is impressive that MSFT continues to sustain double-digit growth (constant currency) in this segment in spite of the large revenue base. This just goes to show the secular tailwinds behind the digital transformation of enterprises.FY23 Q2 SlidesThe Intelligent Cloud segment led the way with 18% revenue growth (24% constant currency), driven by 31% growth at Azure. I estimate that Azure is generating around $11 billion in quarterly revenue.FY23 Q2 SlidesDuring the quarter, the company returned $9.7 billion to shareholders through share repurchases and dividends in the quarter. That was 11% less than the amount returned a year prior, as the 8.9% growth in the dividend was more than offset by a 27% reduction in share repurchases. While free cash flow was indeed lower in the quarter, in my view the shortfall may have just been timing issues and I’d expect the company to increase its shareholder returns over the coming year, recession or not. MSFT ended the quarter with $99.5 billion in cash, $7.1 billion in equity investments, and $48 billion in debt. Over time, I can see the company not only monetizing that net cash but also utilizing net leverage.Looking ahead, management expects currency fluctuation headwinds to negatively impact revenues by around 3%. LinkedIn is expected to grow at a mid-single-digit pace as it faces headwinds from a slowdown in advertising and hiring. LinkedIn has significant exposure to the tech sector which has undergone avicious round of layoffs across the board.Investors are likely most focused on the outlook for Azure. On the call, management stated that they “exited Q2 with Azure growth in the mid-30s in constant currency” and “Q3 growth to decelerate roughly 4 to 5 points in constant currency.” That implies growth of around 30% on a constant currency basis. Judging by how the stock price has reacted since then, investors seemed to have mostly shrugged off that steep projected deceleration. Altogether, management stated that they might miss their previous guidance for revenue growth (as stated above that they had previously been guiding for mid-teens growth) but expect operating margins to remain very steady. It is clear that management wants Wall Street to focus on the resilient earnings power of the company in spite of the macro backdrop, and it appears that they have succeeded in that task.Is MSFT Stock A Buy, Sell, or Hold?At around 30x forward earnings, MSFT might not seem that cheap. However, one must also remember that the S&P 500 istrading at around 21x earnings and MSFT is expected to grow at an above-market pace over the coming years.Seeking AlphaAmidst the carnage in the tech sector, it bears reminding ourselves that tech companies possess attractive unit economics as each incremental customer comes with minimal costs. That means that in theory, net income should eventually grow much faster than revenue once operating leverage takes hold.In the absence of any changes in the valuation multiple, I could see MSFT delivering double-digit returns from here based on projected earnings growth and the roughly 3.3% earnings yield. Yet I could also see some potential for multiple expansion upon a recovery in economic conditions and the tech sector, as the company’s strong financial results during this difficult time may help investors see the company as being closer to a consumer staple in terms of financial stability. For reference, the stocks of Pepsi (PEP) or Coca-Cola (KO) trade at price to earnings growth ratios (‘PEG ratio’) around 5x, a steep premium to the roughly 1.5x PEG ratio that MSFT trades at. One must also consider the company's recent push to boost their Bing search engine with artificial intelligence. MSFT might earn$2 billion in incremental revenuefor every percentage gain in search market share. It is unclear how long it may take for market share gains to take place, if at all, but I wouldn't be surprised if the mere potential for it proves to be a catalyst for multiple expansion.What are the key risks? MSFT is trading at some premium to tech peers - Alphabet (GOOGL) for instance is trading at only 20x forward earnings. Yes, one could make the argument that enterprise tech revenues should prove more resilient than online advertising revenues, but in exchange for greater volatility I still expect GOOGL to sustain stronger growth rates over the long term. The uncertain macro environment may cause the company to underperform projected growth, which may call into question the valuation premium as that seems to be assigned based on perceived safety. While the company remains highly profitable and has a net cash balance sheet, it is unclear how the stock will react in the near term following such disappointing news. A potentially underappreciated risk is that of disruption. MSFT seems to be often thought of as a disruptor in enterprise tech, similar with Amazon (AMZN) in e-commerce. The idea is that MSFT is a mega-cap tech company with deep pockets and can overtake any leader in any tech industry that it enters. As someone who closely follows the tech sector, I have a differing opinion than this consensus view - one need only to try comparing the experience of Microsoft Teams versus Zoom Video (ZM) to get anecdotal evidence for why. It is possible that MSFT’s slowing growth rates are not only due to macro pressures but also due to losing market share to more nimble competitors - though at present I find this unlikely as the digital transformation growth story has more legs to it. As discussed with subscribers, I view a carefully chosen portfolio of undervalued tech stocks as being the best way to position for a recovery in the tech sector. MSFT can fit right in with such a portfolio as a higher quality allocation on account of the resilient profitability and GARP valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968406775,"gmtCreate":1669273150698,"gmtModify":1676538177515,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"Power!!","listText":"Power!!","text":"Power!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9968406775","repostId":"2285845026","repostType":2,"repost":{"id":"2285845026","pubTimestamp":1669271071,"share":"https://ttm.financial/m/news/2285845026?lang=&edition=fundamental","pubTime":"2022-11-24 14:24","market":"hk","language":"en","title":"Down More Than 50% From Their Highs, Are Lucid, Rivian, Nio, and Tesla Buys for 2023?","url":"https://stock-news.laohu8.com/highlight/detail?id=2285845026","media":"Motley Fool","summary":"These once high-flying electric vehicle stocks corrected dramatically in 2022.","content":"<html><head></head><body><p>Electric vehicle (EV) sales are rising. In 2021, 6.6 million EVs were sold worldwide, nearly double the sales in 2020. EV Volumes, a data base, estimates 2022 global EV sales at 10.6 million, up nearly 60% from 2021. More than 16.5 million electric cars and trucks were on the road in 2021.</p><p>Despite such encouraging growth in sales, EV makers&#39; stocks have continued to falter in 2022. Let&#39;s see why that was so, and if the stocks look attractive for 2023 after the steep declines.</p><h2>Top EV stocks fell steeply in 2022</h2><p>U.S. stock markets have corrected significantly so far this year. The <b>S&amp;P 500</b> is down 17%, while the <b>Nasdaq Composite</b> has fallen more than 28% as of this writing. Since growth stocks typically trade at high multiples, they tend to fall harder during market corrections. This has certainly been true in 2022.</p><p><img src=\"https://static.tigerbbs.com/3d6e2f6ac7c5ae0feeb89a3e05ee5b48\" tg-width=\"720\" tg-height=\"517\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TSLA data by YCharts..</p><p>While <b>Tesla</b> stock has fallen 49%, <b>Lucid</b>, <b>Rivian</b>, and <b>Nio</b> have fallen more than 60% year to date. And all four stocks have fallen far more from their all-time high prices; while Tesla stock has dropped more than 55% from its peak, the others are down more than 80% from theirs.</p><h2>Is the correction justified, or is there a buying opportunity?</h2><p>In early 2021, the valuations of EV stocks went through the roof thanks to the hype surrounding electric vehicles. As the broader markets corrected, EV stocks fell, too. And supply chain challenges have hurt the production of EV companies while raising their costs. But has the recent decline finally made these stocks attractive?</p><p>For sure, the EV story is just getting started. All these companies have a long growth runway as the transition from internal-combustion vehicles to EVs unfolds. While it is broadly accepted that this transition is inevitable, what isn&#39;t as clear is which players will thrive in the long run.</p><h2>Tesla continues to post solid performance</h2><p>Tesla&#39;s stock seems to have fallen to an attractive level. While it is difficult to determine whether it&#39;ll fall further in the short term, the stock is intriguing for several reasons. To begin with, its valuation is far more sensible than it has been in the past.</p><p><img src=\"https://static.tigerbbs.com/b9d20341eed08faaad89cd8f31082015\" tg-width=\"720\" tg-height=\"551\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TSLA PS Ratio data by YCharts.</p><p>Tesla&#39;s price-to-sales ratio has fallen to 8.3 from around 30 in January 2021. Although it still looks high compared to traditional automakers, that&#39;s because Tesla is still growing fast. The company&#39;s revenue increased 56% year over year in the third quarter. And that isn&#39;t a one-off quarter; its growth over the years is impressive.</p><p><img src=\"https://static.tigerbbs.com/ee93266835a0e319ca29ce957bff4743\" tg-width=\"720\" tg-height=\"517\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TSLA Revenue (TTM) data by YCharts. TTM = traling 12 months..</p><p>The above chart compares Tesla&#39;s revenue growth over the last three years with that of traditional automakers.</p><p>At the same time, its margins remain impressive.</p><p><img src=\"https://static.tigerbbs.com/67f50d88bc0958decb992ebe14e64dba\" tg-width=\"720\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TSLA profit margin (quarterly); data by YCharts.</p><p>Overall, Tesla appears to be on a solid footing to keep posting sustained growth in the coming years.</p><h2>Nio&#39;s growth looks impressive</h2><p>Chinese EV maker Nio expects substantial growth in vehicle deliveries in the fourth quarter and in 2023. Although the company is still incurring losses, it is increaing revenue rapidly, as the chart above shows. Its upcoming models and expansion plans in Europe can be key drivers in the coming years.</p><h2>Lucid and Rivian look promising</h2><p>Lucid and Rivian are still at very early stages of their growth compared to Tesla, but both look promising. Lucid managed to establish itself as a serious player by delivering the longest range for its first model, the Lucid Air. The company, which started deliveries at the end of October 2021, has delivered roughly 2,500 cars in a year. It targets producing 6,000 to 7,000 cars in 2022.</p><p>After launching the Sapphire, Pure, and Grand Touring variations of the Lucid Air, the company now plans to open registrations for its first SUV, the Gravity, in early 2023. Its focus on the less-tapped Saudi market could help it drive significant growth.</p><p>After starting deliveries in September 2021, Rivian has already produced more than 15,000 vehicles. And it has a backlog of more than 114,000 units of its R1, including both SUVs and pickup trucks. It has an attractive order backlog, too: 100,000 delivery vans from <b>Amazon</b>. What&#39;s more, it has enough cash to fund its operations through 2025.</p><p>Both Lucid and Rivian are at early stages of their growth and are incurring losses. As young EV makers, they are more affected by the supply chain issues that the industry is facing than are the established players. Both companies look promising, but investors should note that these stocks are riskier compared to those of legacy automakers or Tesla.</p><p>But they have corrected drastically and, if successful, could generate windfall returns for long-term investors. In short, all four stocks look like attractive buys for 2023.</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>Down More Than 50% From Their Highs, Are Lucid, Rivian, Nio, and Tesla Buys for 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\">\nDown More Than 50% From Their Highs, Are Lucid, Rivian, Nio, and Tesla Buys for 2023?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-24 14:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/23/down-more-than-50-from-their-highs-are-lucid-rivia/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle (EV) sales are rising. In 2021, 6.6 million EVs were sold worldwide, nearly double the sales in 2020. EV Volumes, a data base, estimates 2022 global EV sales at 10.6 million, up ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/23/down-more-than-50-from-their-highs-are-lucid-rivia/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","09866":"蔚来-SW","NIO":"蔚来","TSLA":"特斯拉","RIVN":"Rivian Automotive, Inc.","LCID":"Lucid Group Inc"},"source_url":"https://www.fool.com/investing/2022/11/23/down-more-than-50-from-their-highs-are-lucid-rivia/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285845026","content_text":"Electric vehicle (EV) sales are rising. In 2021, 6.6 million EVs were sold worldwide, nearly double the sales in 2020. EV Volumes, a data base, estimates 2022 global EV sales at 10.6 million, up nearly 60% from 2021. More than 16.5 million electric cars and trucks were on the road in 2021.Despite such encouraging growth in sales, EV makers' stocks have continued to falter in 2022. Let's see why that was so, and if the stocks look attractive for 2023 after the steep declines.Top EV stocks fell steeply in 2022U.S. stock markets have corrected significantly so far this year. The S&P 500 is down 17%, while the Nasdaq Composite has fallen more than 28% as of this writing. Since growth stocks typically trade at high multiples, they tend to fall harder during market corrections. This has certainly been true in 2022.TSLA data by YCharts..While Tesla stock has fallen 49%, Lucid, Rivian, and Nio have fallen more than 60% year to date. And all four stocks have fallen far more from their all-time high prices; while Tesla stock has dropped more than 55% from its peak, the others are down more than 80% from theirs.Is the correction justified, or is there a buying opportunity?In early 2021, the valuations of EV stocks went through the roof thanks to the hype surrounding electric vehicles. As the broader markets corrected, EV stocks fell, too. And supply chain challenges have hurt the production of EV companies while raising their costs. But has the recent decline finally made these stocks attractive?For sure, the EV story is just getting started. All these companies have a long growth runway as the transition from internal-combustion vehicles to EVs unfolds. While it is broadly accepted that this transition is inevitable, what isn't as clear is which players will thrive in the long run.Tesla continues to post solid performanceTesla's stock seems to have fallen to an attractive level. While it is difficult to determine whether it'll fall further in the short term, the stock is intriguing for several reasons. To begin with, its valuation is far more sensible than it has been in the past.TSLA PS Ratio data by YCharts.Tesla's price-to-sales ratio has fallen to 8.3 from around 30 in January 2021. Although it still looks high compared to traditional automakers, that's because Tesla is still growing fast. The company's revenue increased 56% year over year in the third quarter. And that isn't a one-off quarter; its growth over the years is impressive.TSLA Revenue (TTM) data by YCharts. TTM = traling 12 months..The above chart compares Tesla's revenue growth over the last three years with that of traditional automakers.At the same time, its margins remain impressive.TSLA profit margin (quarterly); data by YCharts.Overall, Tesla appears to be on a solid footing to keep posting sustained growth in the coming years.Nio's growth looks impressiveChinese EV maker Nio expects substantial growth in vehicle deliveries in the fourth quarter and in 2023. Although the company is still incurring losses, it is increaing revenue rapidly, as the chart above shows. Its upcoming models and expansion plans in Europe can be key drivers in the coming years.Lucid and Rivian look promisingLucid and Rivian are still at very early stages of their growth compared to Tesla, but both look promising. Lucid managed to establish itself as a serious player by delivering the longest range for its first model, the Lucid Air. The company, which started deliveries at the end of October 2021, has delivered roughly 2,500 cars in a year. It targets producing 6,000 to 7,000 cars in 2022.After launching the Sapphire, Pure, and Grand Touring variations of the Lucid Air, the company now plans to open registrations for its first SUV, the Gravity, in early 2023. Its focus on the less-tapped Saudi market could help it drive significant growth.After starting deliveries in September 2021, Rivian has already produced more than 15,000 vehicles. And it has a backlog of more than 114,000 units of its R1, including both SUVs and pickup trucks. It has an attractive order backlog, too: 100,000 delivery vans from Amazon. What's more, it has enough cash to fund its operations through 2025.Both Lucid and Rivian are at early stages of their growth and are incurring losses. As young EV makers, they are more affected by the supply chain issues that the industry is facing than are the established players. Both companies look promising, but investors should note that these stocks are riskier compared to those of legacy automakers or Tesla.But they have corrected drastically and, if successful, could generate windfall returns for long-term investors. In short, all four stocks look like attractive buys for 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961370285,"gmtCreate":1668859359548,"gmtModify":1676538122343,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9961370285","repostId":"1143890380","repostType":2,"repost":{"id":"1143890380","pubTimestamp":1668822759,"share":"https://ttm.financial/m/news/1143890380?lang=&edition=fundamental","pubTime":"2022-11-19 09:52","market":"us","language":"en","title":"Sea Limited: Profitability May Be Around The Corner","url":"https://stock-news.laohu8.com/highlight/detail?id=1143890380","media":"Seeking Alpha","summary":"SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New ga","content":"<html><head></head><body><h3>Summary</h3><ul><li>Further uncertainty for Sea Limited&#39;s Garena as its QAU did not stabilize as expected. New games were launched in recent months.</li><li>Shopee’s race to profitability has accelerated as shown in the material improvements in unit economics, and they are expected to be profitable by FY23.</li><li>SeaBank&#39;s credit business is growing strongly and its overall credit business is profitable and cash flow positive. Its revenue now makes up 10.4% of its overall revenue.</li><li>Execution has been on point in attaining profitability although that resulted in declining growth in FY22. Management believes growth can reaccelerate once it achieves profitability.</li><li>Sea Limited has sufficient cash reserves to pay off the convertible notes.</li></ul><h3>Investment Thesis</h3><p><a href=\"https://laohu8.com/S/SE\">Sea Limited</a> has come under much scrutiny in the past 2 years as the shift in focus from growth to profitability and macro headwinds have led to a massive growth decline across itsShopee and Garena units. While this is unfortunate, management has executed brilliantly so far to turn the company into an increasingly self-sufficient business in the near term.</p><p>In this article, I attempt to dive deeper into itsQ3 2022 resultand provide an overall analysis of the earnings. Although I’d like to highlight that the management has explicitly stated that growth can reaccelerate after attaining profitability and that they have a sufficient cash reserve to pay off the convertible notes sitting on the balance sheet.</p><h3>Garena<img src=\"https://static.tigerbbs.com/ab8fe0ed7909a98b7fdf0b930bc362df\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></h3><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/8386bb1c95c3d5300e1fe0f371528199\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>Garena’s QAU and QPU continued to decline sequentially, as the management’s anticipation of its user base stabilizing did not materialize. The macro headwinds continue to be a headache, and it seems that there is more uncertainty lying ahead for Garena Free Fire. The key forward is to focus on launching new games, with games such asPrimitive EraandBlack Clover Mobilelaunching recently. While this indicates that management is working hard to reaccelerate Garena’s growth, it is important to recognize that the success of games is not guaranteed, and this is the bigger uncertainty for the business. As a result, this caused its adjusted EBITDA margin to further decline to 32.5% during the quarter.</p><p>Additionally, management states that the expiry of the agreement with Riot Games will have no impact on Garena’s publishing business, and Garena is seeking other top-game developers for their publishing business.</p><p>Shopee<img src=\"https://static.tigerbbs.com/79b7f33be279fa015f52addd35b55d96\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q<img src=\"https://static.tigerbbs.com/6aaff49a0ba8c901eadda2b7cf01a391\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q</p><p>Shopee’s GMV grew 14% Y/Y and the number of orders grew 18% Y/Y, a continuous decline in the past couple of quarters. This is a result of management pulling back on its sales and marketing (“S&amp;M”) expenses, exiting multiple markets, cutting costs aggressively (such as hiring), and lastly, the lower consumer discretionary spending. This is in contrast to Lazada (NYSE: BABA), as the number oforders declined Y/Yand they are also prioritizing profitability through increased monetization.</p><p>While this does show that consumers continue to spend on Shopee in SEA, its GMV and number of orders are partially contributed by Shopee Brazil. In a tough macro environment, Shopee experienced a 36% Y/Y growth in the number of brands on the platform, indicating that Shopee is an increasingly important partner in growing its online revenue.<img src=\"https://static.tigerbbs.com/7e09e1e030c482f41afaf8695896f9ec\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q</p><p>The more important portion is Shopee’s improvement in profitability. Its overall adjusted EBITDA loss per order continues to improve by 23.5% sequentially, and more specifically, Shopee Brazil’s loss per order improved by 27.5% sequentially during the quarter as compared to 6.6% in the last quarter. Moreover, Shopee is expected to attain profitability by FY23 instead of FY25 as previously guided by the management. This goes to show that the management has made great strides in pursuing profitability, which is impressive in my view. Once it attained self-sufficiency, growth can reaccelerate, although, the management is expecting flat or negative growth in certain metrics in the near term.</p><h3>SeaBank</h3><p><i>Note that I will be using “SeaBank” and “SeaMoney” interchangeably.</i></p><p><img src=\"https://static.tigerbbs.com/0f0cb77d6ac22f50a1208eaf075db51c\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>SeaMoney’s loan receivables grew 46% from 4Q21 and 110% from 3Q21 to $2.2 billion. These are loans provided to customers whereby SeaMoney generates revenue by charging interest rates, and it has been growing quickly. In myprevious article, I showed that in Sep 2022, SeaBank Indonesia grew its loans and customer deposits by 111% Y/Y and 147% Y/Y, respectively, and the launch of ShopeePay in Brazil. During the earnings call, management stated that the credit business is profitable and cash flow positive, and it will be focusing on growing this business in Southeast Asia (“SEA”) and Brazil.</p><p>Additionally, they have also said to diversify their source of funding for the credit business, which I believe is to seek third-party financing partners to reduce the capital required for the business and at the same time, reduce credit risk. Similar to Bank Jago (IDX: ARTO), SeaBank may utilize the data of its partners to help improve the non-performing loans and scale its lending. Readers who are unaware of SeaBank’s business model can head to mydeep diveinto the company.</p><p><img src=\"https://static.tigerbbs.com/2de194897c03f180f99a0dd2b75bf2d0\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/5932cc09aca0134084217800afb30399\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/6205c82c79c753720862ed8385dd0e2a\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>As a result of its growing deposits and loan books, its Q3 2022 revenue grew 147% Y/Y, and it has been increasingly making up a bigger portion of its overall revenue at 10.4% this quarter. Management had also been deliberate in cutting down on S&amp;M expenses and combined with its acceleration revenue growth, its adjusted EBITDA margin has improved massively to -20.7% during the quarter. This is compared to -40% in 2Q22 and -120.3% a year ago.</p><h3>Sufficient Cash Reserves To Pay off Convertible Notes<img src=\"https://static.tigerbbs.com/4ff585449530fce4084e7d1447e077b4\" tg-width=\"1280\" tg-height=\"798\" referrerpolicy=\"no-referrer\"/></h3><p>SE 10-Q</p><p>One of the biggest concerns about Sea Limited for investors is the cash burn rate, as they fear that the company does not have enough sufficient cash reserves to pay off convertible notes maturing in 2026. However, not only did the cash outflow slow in Q3 2022, but the management has also hinted that there are sufficient cash reserves to pay off the convertible notes:</p><blockquote>“We aim to continue to maintain a net cash position, after budgeting for the full retirement in cash of outstanding convertible bonds and assuming no external funding.”</blockquote><h3>Conclusion</h3><p>Overall, this was a pretty decent quarter for Sea Limited, as we could see that they had made huge improvements on the road to profitability, particularly for Shopee. While that comes at a growth trade-off, management has indicated that Shopee can reaccelerate its growth after attaining profitability in FY23, which is pulled forward from FY25 as guided previously.</p><p>Garena&#39;s results continue to be a concern as macro seems to have a longer-than-expected impact on its user base and its profitability as a result has been trending downwards over the past couple of quarters. Management has been working hard on its gaming pipelines, although the uncertainty lies in the successes of these new games and whether they could reaccelerate their growth in the future.</p><p>SeaBank has been growing its top line really quickly and huge improvements were made on the bottom line as well. Furthermore, the overall credit business is profitable and is generating positive cash flow, and has been increasingly making up a larger proportion of its total revenue. I continue to believe that this can be a potential growth driver for Sea Limited.</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>Sea Limited: Profitability May Be Around The Corner</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\">\nSea Limited: Profitability May Be Around The Corner\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 09:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New games were launched in recent months.Shopee’s race to profitability has accelerated as shown in the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143890380","content_text":"SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New games were launched in recent months.Shopee’s race to profitability has accelerated as shown in the material improvements in unit economics, and they are expected to be profitable by FY23.SeaBank's credit business is growing strongly and its overall credit business is profitable and cash flow positive. Its revenue now makes up 10.4% of its overall revenue.Execution has been on point in attaining profitability although that resulted in declining growth in FY22. Management believes growth can reaccelerate once it achieves profitability.Sea Limited has sufficient cash reserves to pay off the convertible notes.Investment ThesisSea Limited has come under much scrutiny in the past 2 years as the shift in focus from growth to profitability and macro headwinds have led to a massive growth decline across itsShopee and Garena units. While this is unfortunate, management has executed brilliantly so far to turn the company into an increasingly self-sufficient business in the near term.In this article, I attempt to dive deeper into itsQ3 2022 resultand provide an overall analysis of the earnings. Although I’d like to highlight that the management has explicitly stated that growth can reaccelerate after attaining profitability and that they have a sufficient cash reserve to pay off the convertible notes sitting on the balance sheet.GarenaSE 10-QSE 10-QGarena’s QAU and QPU continued to decline sequentially, as the management’s anticipation of its user base stabilizing did not materialize. The macro headwinds continue to be a headache, and it seems that there is more uncertainty lying ahead for Garena Free Fire. The key forward is to focus on launching new games, with games such asPrimitive EraandBlack Clover Mobilelaunching recently. While this indicates that management is working hard to reaccelerate Garena’s growth, it is important to recognize that the success of games is not guaranteed, and this is the bigger uncertainty for the business. As a result, this caused its adjusted EBITDA margin to further decline to 32.5% during the quarter.Additionally, management states that the expiry of the agreement with Riot Games will have no impact on Garena’s publishing business, and Garena is seeking other top-game developers for their publishing business.ShopeeSE 10-QSE 10-QShopee’s GMV grew 14% Y/Y and the number of orders grew 18% Y/Y, a continuous decline in the past couple of quarters. This is a result of management pulling back on its sales and marketing (“S&M”) expenses, exiting multiple markets, cutting costs aggressively (such as hiring), and lastly, the lower consumer discretionary spending. This is in contrast to Lazada (NYSE: BABA), as the number oforders declined Y/Yand they are also prioritizing profitability through increased monetization.While this does show that consumers continue to spend on Shopee in SEA, its GMV and number of orders are partially contributed by Shopee Brazil. In a tough macro environment, Shopee experienced a 36% Y/Y growth in the number of brands on the platform, indicating that Shopee is an increasingly important partner in growing its online revenue.SE 10-QThe more important portion is Shopee’s improvement in profitability. Its overall adjusted EBITDA loss per order continues to improve by 23.5% sequentially, and more specifically, Shopee Brazil’s loss per order improved by 27.5% sequentially during the quarter as compared to 6.6% in the last quarter. Moreover, Shopee is expected to attain profitability by FY23 instead of FY25 as previously guided by the management. This goes to show that the management has made great strides in pursuing profitability, which is impressive in my view. Once it attained self-sufficiency, growth can reaccelerate, although, the management is expecting flat or negative growth in certain metrics in the near term.SeaBankNote that I will be using “SeaBank” and “SeaMoney” interchangeably.SE 10-QSeaMoney’s loan receivables grew 46% from 4Q21 and 110% from 3Q21 to $2.2 billion. These are loans provided to customers whereby SeaMoney generates revenue by charging interest rates, and it has been growing quickly. In myprevious article, I showed that in Sep 2022, SeaBank Indonesia grew its loans and customer deposits by 111% Y/Y and 147% Y/Y, respectively, and the launch of ShopeePay in Brazil. During the earnings call, management stated that the credit business is profitable and cash flow positive, and it will be focusing on growing this business in Southeast Asia (“SEA”) and Brazil.Additionally, they have also said to diversify their source of funding for the credit business, which I believe is to seek third-party financing partners to reduce the capital required for the business and at the same time, reduce credit risk. Similar to Bank Jago (IDX: ARTO), SeaBank may utilize the data of its partners to help improve the non-performing loans and scale its lending. Readers who are unaware of SeaBank’s business model can head to mydeep diveinto the company.SE 10-QSE 10-QSE 10-QAs a result of its growing deposits and loan books, its Q3 2022 revenue grew 147% Y/Y, and it has been increasingly making up a bigger portion of its overall revenue at 10.4% this quarter. Management had also been deliberate in cutting down on S&M expenses and combined with its acceleration revenue growth, its adjusted EBITDA margin has improved massively to -20.7% during the quarter. This is compared to -40% in 2Q22 and -120.3% a year ago.Sufficient Cash Reserves To Pay off Convertible NotesSE 10-QOne of the biggest concerns about Sea Limited for investors is the cash burn rate, as they fear that the company does not have enough sufficient cash reserves to pay off convertible notes maturing in 2026. However, not only did the cash outflow slow in Q3 2022, but the management has also hinted that there are sufficient cash reserves to pay off the convertible notes:“We aim to continue to maintain a net cash position, after budgeting for the full retirement in cash of outstanding convertible bonds and assuming no external funding.”ConclusionOverall, this was a pretty decent quarter for Sea Limited, as we could see that they had made huge improvements on the road to profitability, particularly for Shopee. While that comes at a growth trade-off, management has indicated that Shopee can reaccelerate its growth after attaining profitability in FY23, which is pulled forward from FY25 as guided previously.Garena's results continue to be a concern as macro seems to have a longer-than-expected impact on its user base and its profitability as a result has been trending downwards over the past couple of quarters. Management has been working hard on its gaming pipelines, although the uncertainty lies in the successes of these new games and whether they could reaccelerate their growth in the future.SeaBank has been growing its top line really quickly and huge improvements were made on the bottom line as well. Furthermore, the overall credit business is profitable and is generating positive cash flow, and has been increasingly making up a larger proportion of its total revenue. I continue to believe that this can be a potential growth driver for Sea Limited.","news_type":1},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}