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11-08

Cash boost account opening and fees. Hi Tigers anyone used the cash boost account. Would like to know how to top up and what's the trading commission for it. Thank you.[Happy]

04-23

$ProShares Ultra Bloomberg Crude Oil(UCO)$

2023-04-21

[Like]

@JC888:Citibank Q1 2023 Earnings Out. Bank Stocks Time To Buy?

2023-02-17

Don't keep cryptos on exchange.[Happy]

Crypto Giant Binance Moved $400 Million From U.S. Partner to Firm Managed By CEO Zhao

2023-02-13

What matters most is the terminal interest rate. See how it goes in coming months. [Happy]

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2023-01-12

$ProShares Short QQQ(PSQ)$ DCA for a potential breakdown from rally [Happy] Thanks Tiger for the stock vouchers too.

2022-10-25

See how the market react to earnings. Withhold all judgements for now. [Happy]

3 Stocks to Avoid This Week

2022-10-07

Be careful of the pump and dump. [Happy]

Friday's Jobs Report: Why Bad News Could Be Good News for the Stock Market

2022-10-07

Motley fools again. [Happy] Just wondering how deep your pockets have to be to buy the dips.

3 Dow Stocks to Buy More of in October

2022-10-03

$PROPNEX LIMITED(OYY.SI)$First time witnessing a flush down in prices. Any bad news surrounding it? [Happy]

2022-09-14

Quad witching on Friday. Maybe a relief for now. [Happy]

Twilio to Cut Staff by 11% to Rein in Costs, Lift Margins

2022-08-28

Isn't communication part of technology sector too? [Happy] Commodities trading will still be in trend until inflation rate come down and the Fed change their policy.

QQQ: An Excessive Bust Is Coming

2022-08-18

Market maker trying to cheat and milk the retailers. If no one pouring in money in July and August , how they make money? [Happy]

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2022-08-11

Selling covered calls maybe better at resistance level.

3 Option Ideas To Consider This Thursday: Featuring NVDA, MRVL, ABT

2022-08-11

If it is recommended by morningstar I may consider it. [Happy]

This Cheap Tech Stock Soared 20%: Time to Buy?

2022-08-10

Sounds like some trouble is brewing again. Last year when he sold his shares, there was a huge selloff.[Happy]

Elon Musk Sells 7.92 Million Tesla Shares Worth $6.9 Billion - SEC Filing

2022-08-09

Seems like the short lived rally in March replaying again. [Happy]

4 Positives for Tech Stocks Right Now...and 4 Reasons to Be Cautious

2022-08-07

Sad news for those who bought above $62.[Happy] [Happy]

Is Amazon Stock a Buy After Agreeing to Buy iRobot at a 22% Premium?

2022-08-04

Finally someone said something that makes sense. [Happy]

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2022-08-03

We focus on technicals, not geopolitical news. [Happy]

Alibaba, JD Surge Over 3% As Earnings Come Into Focus: Hong Kong Traders Shrug Off Geopolitical Tensions

Go to Tiger App to see more news

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boost account opening and fees. Hi Tigers anyone used the cash boost account. Would like to know how to top up and what's the trading commission for it. Thank you.[Happy]&nbsp;&nbsp;","listText":"Cash boost account opening and fees. Hi Tigers anyone used the cash boost account. Would like to know how to top up and what's the trading commission for it. Thank you.[Happy]&nbsp;&nbsp;","text":"Cash boost account opening and fees. Hi Tigers anyone used the cash boost account. Would like to know how to top up and what's the trading commission for it. Thank you.[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368685778825328","isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":298215560237296,"gmtCreate":1713835294032,"gmtModify":1713835298298,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UCO\">$ProShares Ultra Bloomberg Crude Oil(UCO)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/UCO\">$ProShares Ultra Bloomberg Crude Oil(UCO)$ </a>&nbsp;","text":"$ProShares Ultra Bloomberg Crude Oil(UCO)$","images":[{"img":"https://community-static.tradeup.com/news/8bf53b0bad1ca7ffc60119d09ba3734d","width":"894","height":"1508"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/298215560237296","isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9944440063,"gmtCreate":1682052799553,"gmtModify":1682052803349,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"[Like]","listText":"[Like]","text":"[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944440063","repostId":"9944453062","repostType":1,"repost":{"id":9944453062,"gmtCreate":1682048026557,"gmtModify":1682049587006,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"themes":[],"title":"Citibank Q1 2023 Earnings Out. Bank Stocks Time To Buy?","htmlText":"<a href=\"https://ttm.financial/S/C\">$Citigroup(C)$</a>&nbsp;released its&nbsp;Q1 2023&nbsp;quarter earnings on&nbsp;Fri, 14 Apr 2023. This post is a&nbsp;continuation&nbsp;from my previous&nbsp;two&nbsp;postings : (click to read) <a href=\"https://ttm.financial/post/9956117767\" target=\"_blank\">Citibank Q4 2022 Quarterly Earnings report.</a> <a href=\"https://ttm.financial/post/9945945730\" target=\"_blank\">Thu, 13 Apr Post On Which Bank Has Best Earnings !</a> It will be “interesting” to Find out Citibank’s Q1 2023 performance compared to its Q4 2022. Most analysts comparison will be&nbsp;YoY.&nbsp;This will be a different ! Find out if my&nbsp;13 Apr&nbsp;2023 post’s&nbsp;ranking predictions&nbsp;of the banks based off their Q4 2022 earnings were accurate. Revenue&nbsp;came in at&nbsp;$21.4 B","listText":"<a href=\"https://ttm.financial/S/C\">$Citigroup(C)$</a>&nbsp;released its&nbsp;Q1 2023&nbsp;quarter earnings on&nbsp;Fri, 14 Apr 2023. This post is a&nbsp;continuation&nbsp;from my previous&nbsp;two&nbsp;postings : (click to read) <a href=\"https://ttm.financial/post/9956117767\" target=\"_blank\">Citibank Q4 2022 Quarterly Earnings report.</a> <a href=\"https://ttm.financial/post/9945945730\" target=\"_blank\">Thu, 13 Apr Post On Which Bank Has Best Earnings !</a> It will be “interesting” to Find out Citibank’s Q1 2023 performance compared to its Q4 2022. Most analysts comparison will be&nbsp;YoY.&nbsp;This will be a different ! Find out if my&nbsp;13 Apr&nbsp;2023 post’s&nbsp;ranking predictions&nbsp;of the banks based off their Q4 2022 earnings were accurate. Revenue&nbsp;came in at&nbsp;$21.4 B","text":"$Citigroup(C)$ released its Q1 2023 quarter earnings on Fri, 14 Apr 2023. This post is a continuation from my previous two postings : (click to read) Citibank Q4 2022 Quarterly Earnings report. Thu, 13 Apr Post On Which Bank Has Best Earnings ! It will be “interesting” to Find out Citibank’s Q1 2023 performance compared to its Q4 2022. Most analysts comparison will be YoY. This will be a different ! Find out if my 13 Apr 2023 post’s ranking predictions of the banks based off their Q4 2022 earnings were accurate. Revenue came in at $21.4 B","images":[{"img":"https://community-static.tradeup.com/news/f1f42e6fda44027b113e87033f66f9d9","width":"1167","height":"701"},{"img":"https://community-static.tradeup.com/news/a04714d16d268d4f9fa2e673eb49e69f","width":"1216","height":"458"},{"img":"https://community-static.tradeup.com/news/7528f6aa2dbefae267505976fea2d934","width":"1211","height":"445"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944453062","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954477195,"gmtCreate":1676599095017,"gmtModify":1676599098387,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"Don't keep cryptos on exchange.[Happy]&nbsp;","listText":"Don't keep cryptos on exchange.[Happy]&nbsp;","text":"Don't keep cryptos on exchange.[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954477195","repostId":"2312424586","repostType":2,"repost":{"id":"2312424586","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1676598357,"share":"https://ttm.financial/m/news/2312424586?lang=&edition=fundamental","pubTime":"2023-02-17 09:45","market":"us","language":"en","title":"Crypto Giant Binance Moved $400 Million From U.S. Partner to Firm Managed By CEO Zhao","url":"https://stock-news.laohu8.com/highlight/detail?id=2312424586","media":"Reuters","summary":"(Reuters) - Global cryptocurrency exchange Binance had secret access to a bank account belonging to ","content":"<html><head></head><body><p>(Reuters) - Global cryptocurrency exchange Binance had secret access to a bank account belonging to its purportedly independent U.S. partner and transferred large sums of money from the account to a trading firm managed by Binance CEO Changpeng Zhao, banking records and company messages show.</p><p>Over the first three months of 2021, more than $400 million flowed from the Binance.US account at California-based Silvergate Bank to this trading firm, Merit Peak Ltd, according to records for the quarter, which were reviewed by Reuters. The Binance.US account was registered under the name of BAM Trading, the U.S. exchange&#39;s operating company, according to the records. Company messages show the transfers to Merit Peak began in late 2020.</p><p>Reuters couldn&#39;t determine the reason for the transfers or whether any of the money belonged to Binance.US customers. The exchange&#39;s public terms of use at the time said its customers&#39; dollar deposits were held at Silvergate and a Nevada-based custodian firm called Prime Trust LLC. Prime Trust made $650 million in wire transfer deposits into the Binance.US account during the quarter, the bank records show.</p><p>A Binance.US spokesperson, Kimberly Soward, did not address Reuters&#39; questions about the transfers detailed in the bank records. In a statement, she said Reuters&#39; reporting used &#34;outdated information&#34; without elaborating further. She added: &#34;Merit Peak is neither trading nor providing any kind of services on the Binance.US platform&#34; and &#34;only Binance.US employees have access&#34; to the bank accounts of the U.S. company. Soward didn&#39;t specify when Merit Peak&#39;s activities ceased.</p><p>The Binance global exchange, Binance CEO Zhao and Prime Trust did not respond to detailed questions about the transfers. A Silvergate spokesperson said the bank does not comment on individual customers.</p><p>Binance.US&#39;s executives were concerned by the outflows because the transfers were taking place without their knowledge, according to messages reviewed by Reuters. The CEO of Binance.US at the time, Catherine Coley, wrote to a Binance finance executive in late 2020 asking for an explanation for the transfers, calling them &#34;unexpected&#34; and saying &#34;no one mentioned them.&#34;</p><p>&#34;Where are those funds coming from?&#34; she wrote in one message.</p><p>In a response to Coley, seen by Reuters, the Binance executive, Susan Li, did not explain the transfers. Li wrote that Merit Peak was a &#34;vendor that facilitated trading&#34; on Binance.US and also provided loans and capital injections to the American exchange.</p><p>Coley, who left Binance.US later in 2021, didn&#39;t respond to questions sent via her legal representatives. Li also didn&#39;t respond.</p><p>Reuters was unable to trace what became of the $400 million. An unspecified portion of the money was subsequently sent to the Silvergate account of a Seychelles-incorporated firm called Key Vision Development Limited, according to a person with direct knowledge of the transfers. A 2021 corporate filing by another Binance unit identified CEO Zhao as a director of Key Vision. A former Silvergate executive confirmed that Key Vision held an account at Silvergate at the time.</p><p>Key Vision&#39;s local registered agent did not respond to requests for comment.</p><p>The money transfers suggest that the global Binance exchange, which is not licensed to operate in the United States, controlled the finances of Binance.US, despite maintaining that the American entity is entirely independent and operates as its &#34;US partner.&#34; The Department of Justice and the Securities and Exchange Commission have sought information from Binance and Binance.US about their relationship as part of ongoing investigations into potential breaches of financial rules, including whether Binance is using the American exchange as cover for doing business in the U.S. The SEC and the Justice Department declined to comment for this article.</p><p>Reuters reported last year that Binance created Binance.US as a de facto subsidiary in 2019 in order to draw the scrutiny of U.S. regulators away from the global exchange. Binance.US&#39;s operator, California-based BAM Trading Services, is registered with the U.S. Treasury as a money services business, a category that includes foreign currency traders and money transmitters. BAM&#39;s beneficial owner is Zhao.</p><p>Binance.US&#39;s chief financial officer, Jasmine Lee, told the Wall Street Journal on Feb. 8 that &#34;the extent of our relationship&#34; with Binance.com is a shared name and a licensing agreement for technology. &#34;We do not transfer our funds back and forth,&#34; Lee said.</p><p>Susan Li, the Binance finance executive, had access to the Binance.US Silvergate account, however, along with several senior Binance.US employees, according to the messages and the person with direct knowledge of the transfers. In one message, a Binance.US finance manager asked Li to give another Binance.US employee authority to approve payments from the account. A 2021 Binance.US document that described the American exchange&#39;s technology architecture identified Silvergate as a payment channel controlled at the time by Binance.com.</p><p>The Binance.US account records reviewed by Reuters detail each transaction between January and the end of March 2021. Reuters has not reviewed account records for other periods.</p><p>The transfers to Merit Peak took place on the bank&#39;s proprietary Silvergate Exchange Network (SEN), which Binance.US joined in November 2020 to serve its corporate clients. SEN allows these clients to transfer dollars between their accounts at the bank. Silvergate&#39;s investor prospectus says SEN transfers are &#34;push only,&#34; which means they must be authorized by the account&#39;s controller.</p><p>The former Silvergate executive told Reuters the movement of funds from a company account without approval of that firm&#39;s management would be a breach of the bank&#39;s compliance rules. Silvergate&#39;s prospectus says &#34;multiple steps are required to create, authorize and approve a SEN transfer.&#34; The Silvergate spokesperson didn&#39;t address the transfers in their response to Reuters.</p><p>Over the January-March 2021 quarter, the Binance.US account received $1.3 billion in SEN transfers from corporate clients trading on Binance.US, along with the $650 million in wire transfer deposits from Prime Trust.</p><p>BLACK BOX</p><p>The role of trading firms at crypto exchanges such as industry leader Binance has been under scrutiny since rival FTX collapsed in November. Trading firms often play a &#34;market-making&#34; role, typically buying and selling assets to deepen an exchange&#39;s trading volume and thus facilitate dealing. The market maker profits from the difference, or &#34;spread,&#34; between the prices bid by buyers and asked by sellers.</p><p>The SEC has accused FTX founder Sam Bankman-Fried of secretly diverting billions of dollars in customer funds to his trading firm, Alameda Research, which functioned as a market maker on the exchange. Alameda received &#34;undisclosed special treatment&#34; on the FTX platform that concealed the flows, the SEC alleged in its December complaint against Bankman-Fried, who has pleaded not guilty.</p><p>The SEC&#39;s chair, Gary Gensler, told Bloomberg TV on Feb. 10 that crypto exchanges, in general, were &#34;co-mingling customer funds with their businesses&#34; by also operating as broker-dealers and hedge funds that were trading against their own clients. He didn&#39;t single out Binance or other exchanges in his comments, but said firms should expect more enforcement actions by the agency.</p><p>&#34;We don&#39;t let the New York Stock Exchange also run a hedge fund and trade on the exchange. Why would we do it here?&#34; Gensler said.</p><p>Among the dealers on Binance.US was Merit Peak, according to company messages, the trading firm managed by CEO Zhao.</p><p>Binance.US employees had little visibility into how Merit Peak was executing trades, the person with knowledge of the transfers said, because the software that matched customers&#39; orders was managed by Binance as part of the technology licensing agreement between the two exchanges. The document that described Binance.US&#39;s technology architecture designated this software as &#34;BlackBox&#34; because, ex-staff said, Binance.US employees didn&#39;t know how it functioned.</p><p>Former regulators, along with former executives at Binance and Silvergate, told Reuters that Merit Peak&#39;s role on Binance.US created potential conflicts of interest between the exchange and its customers because Binance.US disclosed no information about Merit Peak&#39;s activities or its owner. The SEC described Merit Peak as a Binance entity when it sought information about the trading firm as part of a subpoena issued to Binance.US in December 2020.</p><p>&#34;When you have that lack of transparency, you don&#39;t know if Binance customers are being disadvantaged,&#34; said Howard Fischer, a former senior SEC trial counsel and now a partner at U.S. law firm Moses Singer.</p><p>Merit Peak was incorporated in the British Virgin Islands in January 2019. That December, Zhao signed a purchase agreement for Merit Peak to invest $1 million into Binance.US operator BAM Trading&#39;s holding company in return for a portion of the holding company&#39;s preferred shares. The agreement identified Zhao as Merit Peak&#39;s &#34;Manager.&#34;</p><p>The BVI corporate registry does not name Merit Peak&#39;s directors or shareholders, and only identifies its local registered agent. The agent did not respond to requests for comment about Merit Peak&#39;s ownership. Like Binance.US, Binance too has not provided any public information about Merit Peak, nor mentioned it in submissions to regulators and corporate registries that were reviewed by Reuters.</p><p>The 2021 document that described Binance.US&#39;s technology architecture noted that an unidentified &#34;Market Maker&#34; was under the control of Binance.com. In a Twitter Spaces event last November, Zhao said he was a shareholder in one unspecified market maker, but stressed that it did not earn profits and was &#34;just providing liquidity in the market.&#34;</p><p>The SEC&#39;s subpoena, addressed to Coley, requested information on all of Binance.US&#39;s market makers, their owners, and their trading activity. The Wall Street Journal reported the subpoena last year. Reuters could not establish how Binance.US responded to the SEC.</p><p>Binance.US and Binance didn&#39;t respond to Reuters&#39; questions about the SEC&#39;s case, but Binance&#39;s chief strategy officer, Patrick Hillmann, told the Wall Street Journal on Wednesday the company was &#34;working with regulators to figure out what are the remediations&#34; to resolve investigations. The Justice Department is also investigating Binance for suspected money laundering and sanctions violations, Reuters has previously reported.</p><p>Silvergate, the bank used by Binance and other crypto exchanges, is also drawing scrutiny. It is under investigation by the Justice Department&#39;s fraud section, which is examining Silvergate&#39;s hosting of accounts tied to Bankman-Fried&#39;s businesses. Silvergate didn&#39;t comment and the Justice Department declined to comment.</p><p>&#34;STEADY CASH DRAIN&#34;</p><p>Coley announced Binance.US had joined the Silvergate Exchange Network in November 2020, telling a crypto news outlet, &#34;We&#39;ve launched SEN for our corporate clients.&#34;</p><p>Merit Peak gave Binance.US $5 million to fund the &#34;minimum balance&#34; of the exchange&#39;s new SEN account, according to a message a senior Binance.US employee later sent to counterparts at Binance.com. The transfers to Merit Peak began soon after, the messages show.</p><p>Coley, on the morning of Dec. 23, flagged a &#34;very large withdrawal&#34; by Merit Peak of $7.5 million from the Binance.US account. Binance.US staff referred to the transfers to Merit Peak as &#34;withdrawals,&#34; messages show, because Binance.com employees were initiating them.</p><p>&#34;This transaction is unexpected,&#34; Coley wrote. As a result, she told Susan Li, who was named as team leader of Binance&#39;s finance department in a company employee list that year, that Binance.US&#39;s SEN account had hit its daily withdrawal limit of $10 million and she would lift the threshold to $20 million.</p><p>Coley asked Li to advise Binance.US staff in the future when the SEN account was close to hitting its limit. &#34;Given we do not have portal access, can we have eyes and ears helping us,&#34; she messaged. She didn&#39;t identify the portal, but Silvergate says SEN accounts can be accessed via an &#34;online banking portal.&#34;</p><p>Coley followed up with Li again later that day. &#34;Can you explain more – maybe over the phone – about the flows that are happening via SEN? I want to understand them better as no one mentioned them until today when they got caught in our limit,&#34; Coley wrote.</p><p>&#34;Who is directing this?&#34; Coley asked, noting that other senior Binance.US employees were not aware of the transfers either.</p><p>Li replied in a message to Coley that Merit Peak&#39;s role was as an &#34;OTC vendor.&#34; She didn&#39;t elaborate or directly address Coley&#39;s questions.</p><p>In OTC or over-the-counter trades, two parties agree on a price outside an exchange. Reuters could not establish what trades Merit Peak was involved in. But in a message to a colleague in early 2021, seen by Reuters, a senior Binance.US employee said Binance.com was sending crypto to Binance.US to sell to American traders, and then &#34;withdrawing&#34; the income via Merit Peak. This led to a &#34;steady cash drain out of SEN,&#34; despite a booming crypto market, the employee wrote.</p><p>From January to March 2021, the account records show that Merit Peak received 89 transfers from the Binance.US SEN account totalling $404 million. Over that period, Merit Peak made four payments into the Binance.US account, for a total of around $160,000.</p><p>The transfers to Merit Peak were almost all for precise million-dollar figures, made at one- or two-day intervals. These transfers often immediately followed a deposit into the Binance.US account by Prime Trust, the crypto custodian firm for Binance.US client funds.</p><p>Merit Peak then transferred funds from its Silvergate account to the account belonging to Key Vision, the Seychelles firm, said the person with direct knowledge of the transfers.</p><p>Reuters was unable to determine why the money was moved around in this way.</p><p>That year, Binance.com was also directing international customers on its platform to deposit dollars into Key Vision&#39;s Silvergate account, according to screenshots of the instructions posted on a crypto blog. The Seychelles&#39; business registry says Key Vision, which was incorporated the same day as Merit Peak, remains active and is in &#34;Good Standing.&#34;</p><p>Binance.US in April 2021 unexpectedly announced it would replace Coley as CEO. She has not made any public statements since leaving.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Crypto Giant Binance Moved $400 Million From U.S. Partner to Firm Managed By CEO Zhao</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCrypto Giant Binance Moved $400 Million From U.S. Partner to Firm Managed By CEO Zhao\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\">2023-02-17 09:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Global cryptocurrency exchange Binance had secret access to a bank account belonging to its purportedly independent U.S. partner and transferred large sums of money from the account to a trading firm managed by Binance CEO Changpeng Zhao, banking records and company messages show.</p><p>Over the first three months of 2021, more than $400 million flowed from the Binance.US account at California-based Silvergate Bank to this trading firm, Merit Peak Ltd, according to records for the quarter, which were reviewed by Reuters. The Binance.US account was registered under the name of BAM Trading, the U.S. exchange&#39;s operating company, according to the records. Company messages show the transfers to Merit Peak began in late 2020.</p><p>Reuters couldn&#39;t determine the reason for the transfers or whether any of the money belonged to Binance.US customers. The exchange&#39;s public terms of use at the time said its customers&#39; dollar deposits were held at Silvergate and a Nevada-based custodian firm called Prime Trust LLC. Prime Trust made $650 million in wire transfer deposits into the Binance.US account during the quarter, the bank records show.</p><p>A Binance.US spokesperson, Kimberly Soward, did not address Reuters&#39; questions about the transfers detailed in the bank records. In a statement, she said Reuters&#39; reporting used &#34;outdated information&#34; without elaborating further. She added: &#34;Merit Peak is neither trading nor providing any kind of services on the Binance.US platform&#34; and &#34;only Binance.US employees have access&#34; to the bank accounts of the U.S. company. Soward didn&#39;t specify when Merit Peak&#39;s activities ceased.</p><p>The Binance global exchange, Binance CEO Zhao and Prime Trust did not respond to detailed questions about the transfers. A Silvergate spokesperson said the bank does not comment on individual customers.</p><p>Binance.US&#39;s executives were concerned by the outflows because the transfers were taking place without their knowledge, according to messages reviewed by Reuters. The CEO of Binance.US at the time, Catherine Coley, wrote to a Binance finance executive in late 2020 asking for an explanation for the transfers, calling them &#34;unexpected&#34; and saying &#34;no one mentioned them.&#34;</p><p>&#34;Where are those funds coming from?&#34; she wrote in one message.</p><p>In a response to Coley, seen by Reuters, the Binance executive, Susan Li, did not explain the transfers. Li wrote that Merit Peak was a &#34;vendor that facilitated trading&#34; on Binance.US and also provided loans and capital injections to the American exchange.</p><p>Coley, who left Binance.US later in 2021, didn&#39;t respond to questions sent via her legal representatives. Li also didn&#39;t respond.</p><p>Reuters was unable to trace what became of the $400 million. An unspecified portion of the money was subsequently sent to the Silvergate account of a Seychelles-incorporated firm called Key Vision Development Limited, according to a person with direct knowledge of the transfers. A 2021 corporate filing by another Binance unit identified CEO Zhao as a director of Key Vision. A former Silvergate executive confirmed that Key Vision held an account at Silvergate at the time.</p><p>Key Vision&#39;s local registered agent did not respond to requests for comment.</p><p>The money transfers suggest that the global Binance exchange, which is not licensed to operate in the United States, controlled the finances of Binance.US, despite maintaining that the American entity is entirely independent and operates as its &#34;US partner.&#34; The Department of Justice and the Securities and Exchange Commission have sought information from Binance and Binance.US about their relationship as part of ongoing investigations into potential breaches of financial rules, including whether Binance is using the American exchange as cover for doing business in the U.S. The SEC and the Justice Department declined to comment for this article.</p><p>Reuters reported last year that Binance created Binance.US as a de facto subsidiary in 2019 in order to draw the scrutiny of U.S. regulators away from the global exchange. Binance.US&#39;s operator, California-based BAM Trading Services, is registered with the U.S. Treasury as a money services business, a category that includes foreign currency traders and money transmitters. BAM&#39;s beneficial owner is Zhao.</p><p>Binance.US&#39;s chief financial officer, Jasmine Lee, told the Wall Street Journal on Feb. 8 that &#34;the extent of our relationship&#34; with Binance.com is a shared name and a licensing agreement for technology. &#34;We do not transfer our funds back and forth,&#34; Lee said.</p><p>Susan Li, the Binance finance executive, had access to the Binance.US Silvergate account, however, along with several senior Binance.US employees, according to the messages and the person with direct knowledge of the transfers. In one message, a Binance.US finance manager asked Li to give another Binance.US employee authority to approve payments from the account. A 2021 Binance.US document that described the American exchange&#39;s technology architecture identified Silvergate as a payment channel controlled at the time by Binance.com.</p><p>The Binance.US account records reviewed by Reuters detail each transaction between January and the end of March 2021. Reuters has not reviewed account records for other periods.</p><p>The transfers to Merit Peak took place on the bank&#39;s proprietary Silvergate Exchange Network (SEN), which Binance.US joined in November 2020 to serve its corporate clients. SEN allows these clients to transfer dollars between their accounts at the bank. Silvergate&#39;s investor prospectus says SEN transfers are &#34;push only,&#34; which means they must be authorized by the account&#39;s controller.</p><p>The former Silvergate executive told Reuters the movement of funds from a company account without approval of that firm&#39;s management would be a breach of the bank&#39;s compliance rules. Silvergate&#39;s prospectus says &#34;multiple steps are required to create, authorize and approve a SEN transfer.&#34; The Silvergate spokesperson didn&#39;t address the transfers in their response to Reuters.</p><p>Over the January-March 2021 quarter, the Binance.US account received $1.3 billion in SEN transfers from corporate clients trading on Binance.US, along with the $650 million in wire transfer deposits from Prime Trust.</p><p>BLACK BOX</p><p>The role of trading firms at crypto exchanges such as industry leader Binance has been under scrutiny since rival FTX collapsed in November. Trading firms often play a &#34;market-making&#34; role, typically buying and selling assets to deepen an exchange&#39;s trading volume and thus facilitate dealing. The market maker profits from the difference, or &#34;spread,&#34; between the prices bid by buyers and asked by sellers.</p><p>The SEC has accused FTX founder Sam Bankman-Fried of secretly diverting billions of dollars in customer funds to his trading firm, Alameda Research, which functioned as a market maker on the exchange. Alameda received &#34;undisclosed special treatment&#34; on the FTX platform that concealed the flows, the SEC alleged in its December complaint against Bankman-Fried, who has pleaded not guilty.</p><p>The SEC&#39;s chair, Gary Gensler, told Bloomberg TV on Feb. 10 that crypto exchanges, in general, were &#34;co-mingling customer funds with their businesses&#34; by also operating as broker-dealers and hedge funds that were trading against their own clients. He didn&#39;t single out Binance or other exchanges in his comments, but said firms should expect more enforcement actions by the agency.</p><p>&#34;We don&#39;t let the New York Stock Exchange also run a hedge fund and trade on the exchange. Why would we do it here?&#34; Gensler said.</p><p>Among the dealers on Binance.US was Merit Peak, according to company messages, the trading firm managed by CEO Zhao.</p><p>Binance.US employees had little visibility into how Merit Peak was executing trades, the person with knowledge of the transfers said, because the software that matched customers&#39; orders was managed by Binance as part of the technology licensing agreement between the two exchanges. The document that described Binance.US&#39;s technology architecture designated this software as &#34;BlackBox&#34; because, ex-staff said, Binance.US employees didn&#39;t know how it functioned.</p><p>Former regulators, along with former executives at Binance and Silvergate, told Reuters that Merit Peak&#39;s role on Binance.US created potential conflicts of interest between the exchange and its customers because Binance.US disclosed no information about Merit Peak&#39;s activities or its owner. The SEC described Merit Peak as a Binance entity when it sought information about the trading firm as part of a subpoena issued to Binance.US in December 2020.</p><p>&#34;When you have that lack of transparency, you don&#39;t know if Binance customers are being disadvantaged,&#34; said Howard Fischer, a former senior SEC trial counsel and now a partner at U.S. law firm Moses Singer.</p><p>Merit Peak was incorporated in the British Virgin Islands in January 2019. That December, Zhao signed a purchase agreement for Merit Peak to invest $1 million into Binance.US operator BAM Trading&#39;s holding company in return for a portion of the holding company&#39;s preferred shares. The agreement identified Zhao as Merit Peak&#39;s &#34;Manager.&#34;</p><p>The BVI corporate registry does not name Merit Peak&#39;s directors or shareholders, and only identifies its local registered agent. The agent did not respond to requests for comment about Merit Peak&#39;s ownership. Like Binance.US, Binance too has not provided any public information about Merit Peak, nor mentioned it in submissions to regulators and corporate registries that were reviewed by Reuters.</p><p>The 2021 document that described Binance.US&#39;s technology architecture noted that an unidentified &#34;Market Maker&#34; was under the control of Binance.com. In a Twitter Spaces event last November, Zhao said he was a shareholder in one unspecified market maker, but stressed that it did not earn profits and was &#34;just providing liquidity in the market.&#34;</p><p>The SEC&#39;s subpoena, addressed to Coley, requested information on all of Binance.US&#39;s market makers, their owners, and their trading activity. The Wall Street Journal reported the subpoena last year. Reuters could not establish how Binance.US responded to the SEC.</p><p>Binance.US and Binance didn&#39;t respond to Reuters&#39; questions about the SEC&#39;s case, but Binance&#39;s chief strategy officer, Patrick Hillmann, told the Wall Street Journal on Wednesday the company was &#34;working with regulators to figure out what are the remediations&#34; to resolve investigations. The Justice Department is also investigating Binance for suspected money laundering and sanctions violations, Reuters has previously reported.</p><p>Silvergate, the bank used by Binance and other crypto exchanges, is also drawing scrutiny. It is under investigation by the Justice Department&#39;s fraud section, which is examining Silvergate&#39;s hosting of accounts tied to Bankman-Fried&#39;s businesses. Silvergate didn&#39;t comment and the Justice Department declined to comment.</p><p>&#34;STEADY CASH DRAIN&#34;</p><p>Coley announced Binance.US had joined the Silvergate Exchange Network in November 2020, telling a crypto news outlet, &#34;We&#39;ve launched SEN for our corporate clients.&#34;</p><p>Merit Peak gave Binance.US $5 million to fund the &#34;minimum balance&#34; of the exchange&#39;s new SEN account, according to a message a senior Binance.US employee later sent to counterparts at Binance.com. The transfers to Merit Peak began soon after, the messages show.</p><p>Coley, on the morning of Dec. 23, flagged a &#34;very large withdrawal&#34; by Merit Peak of $7.5 million from the Binance.US account. Binance.US staff referred to the transfers to Merit Peak as &#34;withdrawals,&#34; messages show, because Binance.com employees were initiating them.</p><p>&#34;This transaction is unexpected,&#34; Coley wrote. As a result, she told Susan Li, who was named as team leader of Binance&#39;s finance department in a company employee list that year, that Binance.US&#39;s SEN account had hit its daily withdrawal limit of $10 million and she would lift the threshold to $20 million.</p><p>Coley asked Li to advise Binance.US staff in the future when the SEN account was close to hitting its limit. &#34;Given we do not have portal access, can we have eyes and ears helping us,&#34; she messaged. She didn&#39;t identify the portal, but Silvergate says SEN accounts can be accessed via an &#34;online banking portal.&#34;</p><p>Coley followed up with Li again later that day. &#34;Can you explain more – maybe over the phone – about the flows that are happening via SEN? I want to understand them better as no one mentioned them until today when they got caught in our limit,&#34; Coley wrote.</p><p>&#34;Who is directing this?&#34; Coley asked, noting that other senior Binance.US employees were not aware of the transfers either.</p><p>Li replied in a message to Coley that Merit Peak&#39;s role was as an &#34;OTC vendor.&#34; She didn&#39;t elaborate or directly address Coley&#39;s questions.</p><p>In OTC or over-the-counter trades, two parties agree on a price outside an exchange. Reuters could not establish what trades Merit Peak was involved in. But in a message to a colleague in early 2021, seen by Reuters, a senior Binance.US employee said Binance.com was sending crypto to Binance.US to sell to American traders, and then &#34;withdrawing&#34; the income via Merit Peak. This led to a &#34;steady cash drain out of SEN,&#34; despite a booming crypto market, the employee wrote.</p><p>From January to March 2021, the account records show that Merit Peak received 89 transfers from the Binance.US SEN account totalling $404 million. Over that period, Merit Peak made four payments into the Binance.US account, for a total of around $160,000.</p><p>The transfers to Merit Peak were almost all for precise million-dollar figures, made at one- or two-day intervals. These transfers often immediately followed a deposit into the Binance.US account by Prime Trust, the crypto custodian firm for Binance.US client funds.</p><p>Merit Peak then transferred funds from its Silvergate account to the account belonging to Key Vision, the Seychelles firm, said the person with direct knowledge of the transfers.</p><p>Reuters was unable to determine why the money was moved around in this way.</p><p>That year, Binance.com was also directing international customers on its platform to deposit dollars into Key Vision&#39;s Silvergate account, according to screenshots of the instructions posted on a crypto blog. The Seychelles&#39; business registry says Key Vision, which was incorporated the same day as Merit Peak, remains active and is in &#34;Good Standing.&#34;</p><p>Binance.US in April 2021 unexpectedly announced it would replace Coley as CEO. She has not made any public statements since leaving.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GBTC":"Grayscale Bitcoin Trust"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2312424586","content_text":"(Reuters) - Global cryptocurrency exchange Binance had secret access to a bank account belonging to its purportedly independent U.S. partner and transferred large sums of money from the account to a trading firm managed by Binance CEO Changpeng Zhao, banking records and company messages show.Over the first three months of 2021, more than $400 million flowed from the Binance.US account at California-based Silvergate Bank to this trading firm, Merit Peak Ltd, according to records for the quarter, which were reviewed by Reuters. The Binance.US account was registered under the name of BAM Trading, the U.S. exchange's operating company, according to the records. Company messages show the transfers to Merit Peak began in late 2020.Reuters couldn't determine the reason for the transfers or whether any of the money belonged to Binance.US customers. The exchange's public terms of use at the time said its customers' dollar deposits were held at Silvergate and a Nevada-based custodian firm called Prime Trust LLC. Prime Trust made $650 million in wire transfer deposits into the Binance.US account during the quarter, the bank records show.A Binance.US spokesperson, Kimberly Soward, did not address Reuters' questions about the transfers detailed in the bank records. In a statement, she said Reuters' reporting used \"outdated information\" without elaborating further. She added: \"Merit Peak is neither trading nor providing any kind of services on the Binance.US platform\" and \"only Binance.US employees have access\" to the bank accounts of the U.S. company. Soward didn't specify when Merit Peak's activities ceased.The Binance global exchange, Binance CEO Zhao and Prime Trust did not respond to detailed questions about the transfers. A Silvergate spokesperson said the bank does not comment on individual customers.Binance.US's executives were concerned by the outflows because the transfers were taking place without their knowledge, according to messages reviewed by Reuters. The CEO of Binance.US at the time, Catherine Coley, wrote to a Binance finance executive in late 2020 asking for an explanation for the transfers, calling them \"unexpected\" and saying \"no one mentioned them.\"\"Where are those funds coming from?\" she wrote in one message.In a response to Coley, seen by Reuters, the Binance executive, Susan Li, did not explain the transfers. Li wrote that Merit Peak was a \"vendor that facilitated trading\" on Binance.US and also provided loans and capital injections to the American exchange.Coley, who left Binance.US later in 2021, didn't respond to questions sent via her legal representatives. Li also didn't respond.Reuters was unable to trace what became of the $400 million. An unspecified portion of the money was subsequently sent to the Silvergate account of a Seychelles-incorporated firm called Key Vision Development Limited, according to a person with direct knowledge of the transfers. A 2021 corporate filing by another Binance unit identified CEO Zhao as a director of Key Vision. A former Silvergate executive confirmed that Key Vision held an account at Silvergate at the time.Key Vision's local registered agent did not respond to requests for comment.The money transfers suggest that the global Binance exchange, which is not licensed to operate in the United States, controlled the finances of Binance.US, despite maintaining that the American entity is entirely independent and operates as its \"US partner.\" The Department of Justice and the Securities and Exchange Commission have sought information from Binance and Binance.US about their relationship as part of ongoing investigations into potential breaches of financial rules, including whether Binance is using the American exchange as cover for doing business in the U.S. The SEC and the Justice Department declined to comment for this article.Reuters reported last year that Binance created Binance.US as a de facto subsidiary in 2019 in order to draw the scrutiny of U.S. regulators away from the global exchange. Binance.US's operator, California-based BAM Trading Services, is registered with the U.S. Treasury as a money services business, a category that includes foreign currency traders and money transmitters. BAM's beneficial owner is Zhao.Binance.US's chief financial officer, Jasmine Lee, told the Wall Street Journal on Feb. 8 that \"the extent of our relationship\" with Binance.com is a shared name and a licensing agreement for technology. \"We do not transfer our funds back and forth,\" Lee said.Susan Li, the Binance finance executive, had access to the Binance.US Silvergate account, however, along with several senior Binance.US employees, according to the messages and the person with direct knowledge of the transfers. In one message, a Binance.US finance manager asked Li to give another Binance.US employee authority to approve payments from the account. A 2021 Binance.US document that described the American exchange's technology architecture identified Silvergate as a payment channel controlled at the time by Binance.com.The Binance.US account records reviewed by Reuters detail each transaction between January and the end of March 2021. Reuters has not reviewed account records for other periods.The transfers to Merit Peak took place on the bank's proprietary Silvergate Exchange Network (SEN), which Binance.US joined in November 2020 to serve its corporate clients. SEN allows these clients to transfer dollars between their accounts at the bank. Silvergate's investor prospectus says SEN transfers are \"push only,\" which means they must be authorized by the account's controller.The former Silvergate executive told Reuters the movement of funds from a company account without approval of that firm's management would be a breach of the bank's compliance rules. Silvergate's prospectus says \"multiple steps are required to create, authorize and approve a SEN transfer.\" The Silvergate spokesperson didn't address the transfers in their response to Reuters.Over the January-March 2021 quarter, the Binance.US account received $1.3 billion in SEN transfers from corporate clients trading on Binance.US, along with the $650 million in wire transfer deposits from Prime Trust.BLACK BOXThe role of trading firms at crypto exchanges such as industry leader Binance has been under scrutiny since rival FTX collapsed in November. Trading firms often play a \"market-making\" role, typically buying and selling assets to deepen an exchange's trading volume and thus facilitate dealing. The market maker profits from the difference, or \"spread,\" between the prices bid by buyers and asked by sellers.The SEC has accused FTX founder Sam Bankman-Fried of secretly diverting billions of dollars in customer funds to his trading firm, Alameda Research, which functioned as a market maker on the exchange. Alameda received \"undisclosed special treatment\" on the FTX platform that concealed the flows, the SEC alleged in its December complaint against Bankman-Fried, who has pleaded not guilty.The SEC's chair, Gary Gensler, told Bloomberg TV on Feb. 10 that crypto exchanges, in general, were \"co-mingling customer funds with their businesses\" by also operating as broker-dealers and hedge funds that were trading against their own clients. He didn't single out Binance or other exchanges in his comments, but said firms should expect more enforcement actions by the agency.\"We don't let the New York Stock Exchange also run a hedge fund and trade on the exchange. Why would we do it here?\" Gensler said.Among the dealers on Binance.US was Merit Peak, according to company messages, the trading firm managed by CEO Zhao.Binance.US employees had little visibility into how Merit Peak was executing trades, the person with knowledge of the transfers said, because the software that matched customers' orders was managed by Binance as part of the technology licensing agreement between the two exchanges. The document that described Binance.US's technology architecture designated this software as \"BlackBox\" because, ex-staff said, Binance.US employees didn't know how it functioned.Former regulators, along with former executives at Binance and Silvergate, told Reuters that Merit Peak's role on Binance.US created potential conflicts of interest between the exchange and its customers because Binance.US disclosed no information about Merit Peak's activities or its owner. The SEC described Merit Peak as a Binance entity when it sought information about the trading firm as part of a subpoena issued to Binance.US in December 2020.\"When you have that lack of transparency, you don't know if Binance customers are being disadvantaged,\" said Howard Fischer, a former senior SEC trial counsel and now a partner at U.S. law firm Moses Singer.Merit Peak was incorporated in the British Virgin Islands in January 2019. That December, Zhao signed a purchase agreement for Merit Peak to invest $1 million into Binance.US operator BAM Trading's holding company in return for a portion of the holding company's preferred shares. The agreement identified Zhao as Merit Peak's \"Manager.\"The BVI corporate registry does not name Merit Peak's directors or shareholders, and only identifies its local registered agent. The agent did not respond to requests for comment about Merit Peak's ownership. Like Binance.US, Binance too has not provided any public information about Merit Peak, nor mentioned it in submissions to regulators and corporate registries that were reviewed by Reuters.The 2021 document that described Binance.US's technology architecture noted that an unidentified \"Market Maker\" was under the control of Binance.com. In a Twitter Spaces event last November, Zhao said he was a shareholder in one unspecified market maker, but stressed that it did not earn profits and was \"just providing liquidity in the market.\"The SEC's subpoena, addressed to Coley, requested information on all of Binance.US's market makers, their owners, and their trading activity. The Wall Street Journal reported the subpoena last year. Reuters could not establish how Binance.US responded to the SEC.Binance.US and Binance didn't respond to Reuters' questions about the SEC's case, but Binance's chief strategy officer, Patrick Hillmann, told the Wall Street Journal on Wednesday the company was \"working with regulators to figure out what are the remediations\" to resolve investigations. The Justice Department is also investigating Binance for suspected money laundering and sanctions violations, Reuters has previously reported.Silvergate, the bank used by Binance and other crypto exchanges, is also drawing scrutiny. It is under investigation by the Justice Department's fraud section, which is examining Silvergate's hosting of accounts tied to Bankman-Fried's businesses. Silvergate didn't comment and the Justice Department declined to comment.\"STEADY CASH DRAIN\"Coley announced Binance.US had joined the Silvergate Exchange Network in November 2020, telling a crypto news outlet, \"We've launched SEN for our corporate clients.\"Merit Peak gave Binance.US $5 million to fund the \"minimum balance\" of the exchange's new SEN account, according to a message a senior Binance.US employee later sent to counterparts at Binance.com. The transfers to Merit Peak began soon after, the messages show.Coley, on the morning of Dec. 23, flagged a \"very large withdrawal\" by Merit Peak of $7.5 million from the Binance.US account. Binance.US staff referred to the transfers to Merit Peak as \"withdrawals,\" messages show, because Binance.com employees were initiating them.\"This transaction is unexpected,\" Coley wrote. As a result, she told Susan Li, who was named as team leader of Binance's finance department in a company employee list that year, that Binance.US's SEN account had hit its daily withdrawal limit of $10 million and she would lift the threshold to $20 million.Coley asked Li to advise Binance.US staff in the future when the SEN account was close to hitting its limit. \"Given we do not have portal access, can we have eyes and ears helping us,\" she messaged. She didn't identify the portal, but Silvergate says SEN accounts can be accessed via an \"online banking portal.\"Coley followed up with Li again later that day. \"Can you explain more – maybe over the phone – about the flows that are happening via SEN? I want to understand them better as no one mentioned them until today when they got caught in our limit,\" Coley wrote.\"Who is directing this?\" Coley asked, noting that other senior Binance.US employees were not aware of the transfers either.Li replied in a message to Coley that Merit Peak's role was as an \"OTC vendor.\" She didn't elaborate or directly address Coley's questions.In OTC or over-the-counter trades, two parties agree on a price outside an exchange. Reuters could not establish what trades Merit Peak was involved in. But in a message to a colleague in early 2021, seen by Reuters, a senior Binance.US employee said Binance.com was sending crypto to Binance.US to sell to American traders, and then \"withdrawing\" the income via Merit Peak. This led to a \"steady cash drain out of SEN,\" despite a booming crypto market, the employee wrote.From January to March 2021, the account records show that Merit Peak received 89 transfers from the Binance.US SEN account totalling $404 million. Over that period, Merit Peak made four payments into the Binance.US account, for a total of around $160,000.The transfers to Merit Peak were almost all for precise million-dollar figures, made at one- or two-day intervals. These transfers often immediately followed a deposit into the Binance.US account by Prime Trust, the crypto custodian firm for Binance.US client funds.Merit Peak then transferred funds from its Silvergate account to the account belonging to Key Vision, the Seychelles firm, said the person with direct knowledge of the transfers.Reuters was unable to determine why the money was moved around in this way.That year, Binance.com was also directing international customers on its platform to deposit dollars into Key Vision's Silvergate account, according to screenshots of the instructions posted on a crypto blog. The Seychelles' business registry says Key Vision, which was incorporated the same day as Merit Peak, remains active and is in \"Good Standing.\"Binance.US in April 2021 unexpectedly announced it would replace Coley as CEO. She has not made any public statements since leaving.","news_type":1},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954845202,"gmtCreate":1676272926906,"gmtModify":1676272932398,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"What matters most is the terminal interest rate. See how it goes in coming months.&nbsp;[Happy]&nbsp;","listText":"What matters most is the terminal interest rate. See how it goes in coming months.&nbsp;[Happy]&nbsp;","text":"What matters most is the terminal interest rate. See how it goes in coming months. [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954845202","repostId":"2310496145","repostType":4,"isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951436099,"gmtCreate":1673536625712,"gmtModify":1676538852917,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PSQ\">$ProShares Short QQQ(PSQ)$ &nbsp;</a>DCA for a potential breakdown from rally&nbsp;[Happy]&nbsp;Thanks Tiger for the stock vouchers too.","listText":"<a href=\"https://ttm.financial/S/PSQ\">$ProShares Short QQQ(PSQ)$ &nbsp;</a>DCA for a potential breakdown from rally&nbsp;[Happy]&nbsp;Thanks Tiger for the stock vouchers too.","text":"$ProShares Short QQQ(PSQ)$ DCA for a potential breakdown from rally [Happy] Thanks Tiger for the stock vouchers too.","images":[{"img":"https://community-static.tradeup.com/news/211f2ee51eb82313bc581ec5d491e81e","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":20,"commentSize":18,"repostSize":0,"link":"https://ttm.financial/post/9951436099","isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9988342220,"gmtCreate":1666676086360,"gmtModify":1676537788262,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"See how the market react to earnings. Withhold all judgements for now.&nbsp;[Happy]&nbsp;","listText":"See how the market react to earnings. Withhold all judgements for now.&nbsp;[Happy]&nbsp;","text":"See how the market react to earnings. Withhold all judgements for now. [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9988342220","repostId":"2277277881","repostType":4,"repost":{"id":"2277277881","kind":"highlight","pubTimestamp":1666669590,"share":"https://ttm.financial/m/news/2277277881?lang=&edition=fundamental","pubTime":"2022-10-25 11:46","market":"us","language":"en","title":"3 Stocks to Avoid This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2277277881","media":"Motley Fool","summary":"These investments seem pretty vulnerable right now.","content":"<html><head></head><body><p>Wall Street bounced back in a major way last week. The &#34;three stocks to avoid&#34; in my column last week that I thought were going to lose to the market -- <b>Snap</b>, <b>Freeport-McMoran</b>, and <b>Gold Fields</b> -- plummeted 22%, soared 16%, and rose 6% fell, respectively, averaging out to a flat 0% move.</p><p>The <b>S&amp;P 500</b> experienced a 4.7% move higher. I was correct. I have been right in 34 of the past 53 weeks, or 64% of the time.</p><p>Now let&#39;s look at the week ahead. I see <b>Amazon.com</b>, <b>AbbVie</b>, and, <b><a href=\"https://laohu8.com/S/OSTK\">Overstock.com</a></b>as stocks you might want to consider steering clear of this week. Let&#39;s go over my near-term concerns with all three investments.</p><h2><b>1. Amazon</b></h2><p>I thought I would never see the day when the mighty Amazon makes the cut on this list, but here we are. Amazon has struggled heading into Thursday afternoon&#39;s earnings report. The online retailing bellwether has surprised investors with back-to-back quarterly losses. Revenue growth has decelerated sharply for five consecutive quarters. Sales should pick back up with this week&#39;s report, but margins are probably still contracting.</p><p>&#34;Your margin is my opportunity&#34; is one of the most famous quotes by Amazon founder and former CEO Jeff Bezos. Can the e-tailer afford to ignore its meager markups? A lot of costs are rising at Amazon, and it probably didn&#39;t get a break this summer. The holidays are coming, but consumers are likely to hold their pocketbooks tighter than usual in this iffy economic climate.</p><p>I&#39;m an Amazon shareholder, but I have my concerns. Prove me wrong, Amazon.</p><h2><b>2. AbbVie</b></h2><p>Investors see profitable drug companies as all-weather performers, and AbbVie packs healthy earnings with a chunky 3.8% yield. It reports quarterly results near the end of the week, and analysts are eyeing decent growth on both ends of the income statement.</p><p>AbbVie may seem to be an odd name on this list, but let&#39;s talk about reality. The near-term outlook is hazy here. It&#39;s best-selling drug, Humira, goes off patent next year, and Wall Street pros see sales sliding 7% next year -- with an even bigger decline on the bottom line. There&#39;s also no denying that the U.S. government is pushing hard to keep drug prices in low.</p><p>AbbVie does have some young drugs that will help some of the sting of Humira&#39;s coming competition from the generics market. But it won&#39;t be enough. And the company would be doing its shareholders a disservice if it offers a rosy outlook on Friday morning.</p><h2><b>3. Overstock.com</b></h2><p>If I&#39;m putting Amazon on this list, I may as well single out an online retailer that&#39;s faring even worse. Overstock.com is in a world of hurt. Sales may be slowing at Amazon, but we&#39;ve seen four consecutive quarters of year-over-year declines at this deep discounter.</p><p>You would think a potential recessionary environment would be a dinner bell for a company selling clearance, distressed, and overstock items at bargain prices, but that hasn&#39;t been the case. Like the merchandise it sells, Overstock shares and profit targets are falling. It joins Amazon and AbbVie in reporting fresh financials this week, and this one could be the scariest of the three reports.</p><p>It&#39;s going to be a bumpy road for some of these investments. If you&#39;re looking for safe stocks, you aren&#39;t likely to find them in Amazon.com, AbbVie, and Overstock.com this week.</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 to Avoid 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\">\n3 Stocks to Avoid This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-25 11:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/24/3-stocks-to-avoid-this-week/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street bounced back in a major way last week. The \"three stocks to avoid\" in my column last week that I thought were going to lose to the market -- Snap, Freeport-McMoran, and Gold Fields -- ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/24/3-stocks-to-avoid-this-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABBV":"艾伯维公司","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/10/24/3-stocks-to-avoid-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2277277881","content_text":"Wall Street bounced back in a major way last week. The \"three stocks to avoid\" in my column last week that I thought were going to lose to the market -- Snap, Freeport-McMoran, and Gold Fields -- plummeted 22%, soared 16%, and rose 6% fell, respectively, averaging out to a flat 0% move.The S&P 500 experienced a 4.7% move higher. I was correct. I have been right in 34 of the past 53 weeks, or 64% of the time.Now let's look at the week ahead. I see Amazon.com, AbbVie, and, Overstock.comas stocks you might want to consider steering clear of this week. Let's go over my near-term concerns with all three investments.1. AmazonI thought I would never see the day when the mighty Amazon makes the cut on this list, but here we are. Amazon has struggled heading into Thursday afternoon's earnings report. The online retailing bellwether has surprised investors with back-to-back quarterly losses. Revenue growth has decelerated sharply for five consecutive quarters. Sales should pick back up with this week's report, but margins are probably still contracting.\"Your margin is my opportunity\" is one of the most famous quotes by Amazon founder and former CEO Jeff Bezos. Can the e-tailer afford to ignore its meager markups? A lot of costs are rising at Amazon, and it probably didn't get a break this summer. The holidays are coming, but consumers are likely to hold their pocketbooks tighter than usual in this iffy economic climate.I'm an Amazon shareholder, but I have my concerns. Prove me wrong, Amazon.2. AbbVieInvestors see profitable drug companies as all-weather performers, and AbbVie packs healthy earnings with a chunky 3.8% yield. It reports quarterly results near the end of the week, and analysts are eyeing decent growth on both ends of the income statement.AbbVie may seem to be an odd name on this list, but let's talk about reality. The near-term outlook is hazy here. It's best-selling drug, Humira, goes off patent next year, and Wall Street pros see sales sliding 7% next year -- with an even bigger decline on the bottom line. There's also no denying that the U.S. government is pushing hard to keep drug prices in low.AbbVie does have some young drugs that will help some of the sting of Humira's coming competition from the generics market. But it won't be enough. And the company would be doing its shareholders a disservice if it offers a rosy outlook on Friday morning.3. Overstock.comIf I'm putting Amazon on this list, I may as well single out an online retailer that's faring even worse. Overstock.com is in a world of hurt. Sales may be slowing at Amazon, but we've seen four consecutive quarters of year-over-year declines at this deep discounter.You would think a potential recessionary environment would be a dinner bell for a company selling clearance, distressed, and overstock items at bargain prices, but that hasn't been the case. Like the merchandise it sells, Overstock shares and profit targets are falling. It joins Amazon and AbbVie in reporting fresh financials this week, and this one could be the scariest of the three reports.It's going to be a bumpy road for some of these investments. If you're looking for safe stocks, you aren't likely to find them in Amazon.com, AbbVie, and Overstock.com this week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914059171,"gmtCreate":1665142139493,"gmtModify":1676537563383,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"Be careful of the pump and dump.&nbsp;[Happy]&nbsp;","listText":"Be careful of the pump and dump.&nbsp;[Happy]&nbsp;","text":"Be careful of the pump and dump. [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9914059171","repostId":"2273806015","repostType":4,"repost":{"id":"2273806015","kind":"highlight","pubTimestamp":1665110579,"share":"https://ttm.financial/m/news/2273806015?lang=&edition=fundamental","pubTime":"2022-10-07 10:42","market":"us","language":"en","title":"Friday's Jobs Report: Why Bad News Could Be Good News for the Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2273806015","media":"Motley Fool","summary":"The market is likely to move when the September jobs report comes in.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>Stocks have swung wildly in anticipation of the Fed&#39;s next moves.</li><li>Economists expect that 250,000 jobs were added in the U.S. in September.</li><li>If Friday&#39;s jobs report is weaker than expected, stocks could soar.</li></ul><p>Well, that didn&#39;t take long.</p><p>After the <b>S&amp;P 500</b> lost nearly 13% over the last 14 sessions of September, stocks have come roaring back to open the fourth quarter, posting their biggest two-day gain since the depths of the pandemic on Monday and Tuesday. The broad market index jumped 5.7% higher over the first two sessions in October, even though there was no major catalyst for the movement.</p><p>If the stock market feels like it&#39;s going on and off like a light switch, there&#39;s a good reason for that. The Federal Reserve is dominating market sentiment, and predictions about the Fed&#39;s upcoming fed funds rate decisions can turn on just a hint that the economy is weakening.</p><p>For example, on Monday, the Institute for Supply for Management&#39;s Manufacturing Purchasing Managers Index came in at 50.9, indicating a slight expansion, but at its lowest level since May 2020. Worse, leading indicators like new orders were actually down from the prior month, a sign that the economy could be slipping into a recession. Also on Monday, a U.N. agency warned the Fed and other central banks that continuing interest rate hikes could push the world into a prolonged recession.</p><p>On Tuesday, stocks rallied again after job openings fell by 10% from July to August to 10.1 million, its lowest level in over a year. That data point is likely to put an even brighter spotlight on Friday&#39;s jobs report.</p><p>In normal times, the monthly jobs report is closely watched as an indicator of the health of the economy. However, with market sentiment hinging on Wall Street&#39;s latest guess of the Fed&#39;s next move, this week&#39;s jobs report takes on even more importance.</p><h2>Up is down</h2><p>In a stable economy, investors like to see steady growth from the job market and low unemployment. However, the Fed&#39;s aggressive interest rate hikes to combat inflation have disrupted the normal market mentality. In commentary after the central bank&#39;s latest hike on Sept. 21, Chairman Jerome Powell said that the most important goal of Fed policy was to bring down inflation, even if that meant driving unemployment higher or causing a recession.</p><p>That means the sooner that the economy buckles under the weight of higher interest rates, which have increased by 3 percentage points since the beginning of the year, the sooner the Fed is likely to pump the brakes on its rate hikes.</p><p>That&#39;s good news for the stock market for several reasons. First, rising interest rates effectively makes money more expensive. It makes it more costly for businesses to borrow money, slowing down growth, and it raises payments on variable-rate debt. In some industries, like homebuilding, climbing interest rates have already had an impact on consumer behavior.</p><p>Second, rising rates tend to encourage investors to pull money out of the stock market and put it into the bond market to benefit from higher yields.</p><p>Finally, higher interest rates lift the discount rate in financial analysis like the discounted cash flow model, making future earnings worth less. That explains why growth stocks, especially unprofitable ones, have fallen sharply this year.</p><h2>What to look for in the jobs report</h2><p>According to Factset, economists are expecting an increase of 250,000 jobs in September. While that still represents job market growth relative to population expansion, it would be the slowest month of job growth since December 2020 as the labor market has steadily clawed back the millions of jobs lost during the pandemic. Total employment only topped pre-pandemic levels last month, according to the St. Louis Fed.</p><p>In addition to the number of jobs added, investors will be also be focused on the unemployment rate, which is the number of people looking for work divided by the size of the labor force. The unemployment rate can rise either because people lose their jobs or because more people decide to look for work. In August, the unemployment rate rose from 3.5% to 3.7% as the labor force expanded, a sign that more Americans were looking for work.</p><p>The sharp drop in job openings in August is a good sign that the labor market weakened in September. Still, we won&#39;t know the official tally until Friday at 8:30 a.m. ET.</p><p>If job growth comes in below 250,000, don&#39;t be surprised if stocks surge once again.</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>Friday's Jobs Report: Why Bad News Could Be Good News for the Stock Market</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\">\nFriday's Jobs Report: Why Bad News Could Be Good News for the Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-07 10:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/06/friday-jobs-report-bad-news-good-news-stock-market/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSStocks have swung wildly in anticipation of the Fed's next moves.Economists expect that 250,000 jobs were added in the U.S. in September.If Friday's jobs report is weaker than expected, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/06/friday-jobs-report-bad-news-good-news-stock-market/\">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://www.fool.com/investing/2022/10/06/friday-jobs-report-bad-news-good-news-stock-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273806015","content_text":"KEY POINTSStocks have swung wildly in anticipation of the Fed's next moves.Economists expect that 250,000 jobs were added in the U.S. in September.If Friday's jobs report is weaker than expected, stocks could soar.Well, that didn't take long.After the S&P 500 lost nearly 13% over the last 14 sessions of September, stocks have come roaring back to open the fourth quarter, posting their biggest two-day gain since the depths of the pandemic on Monday and Tuesday. The broad market index jumped 5.7% higher over the first two sessions in October, even though there was no major catalyst for the movement.If the stock market feels like it's going on and off like a light switch, there's a good reason for that. The Federal Reserve is dominating market sentiment, and predictions about the Fed's upcoming fed funds rate decisions can turn on just a hint that the economy is weakening.For example, on Monday, the Institute for Supply for Management's Manufacturing Purchasing Managers Index came in at 50.9, indicating a slight expansion, but at its lowest level since May 2020. Worse, leading indicators like new orders were actually down from the prior month, a sign that the economy could be slipping into a recession. Also on Monday, a U.N. agency warned the Fed and other central banks that continuing interest rate hikes could push the world into a prolonged recession.On Tuesday, stocks rallied again after job openings fell by 10% from July to August to 10.1 million, its lowest level in over a year. That data point is likely to put an even brighter spotlight on Friday's jobs report.In normal times, the monthly jobs report is closely watched as an indicator of the health of the economy. However, with market sentiment hinging on Wall Street's latest guess of the Fed's next move, this week's jobs report takes on even more importance.Up is downIn a stable economy, investors like to see steady growth from the job market and low unemployment. However, the Fed's aggressive interest rate hikes to combat inflation have disrupted the normal market mentality. In commentary after the central bank's latest hike on Sept. 21, Chairman Jerome Powell said that the most important goal of Fed policy was to bring down inflation, even if that meant driving unemployment higher or causing a recession.That means the sooner that the economy buckles under the weight of higher interest rates, which have increased by 3 percentage points since the beginning of the year, the sooner the Fed is likely to pump the brakes on its rate hikes.That's good news for the stock market for several reasons. First, rising interest rates effectively makes money more expensive. It makes it more costly for businesses to borrow money, slowing down growth, and it raises payments on variable-rate debt. In some industries, like homebuilding, climbing interest rates have already had an impact on consumer behavior.Second, rising rates tend to encourage investors to pull money out of the stock market and put it into the bond market to benefit from higher yields.Finally, higher interest rates lift the discount rate in financial analysis like the discounted cash flow model, making future earnings worth less. That explains why growth stocks, especially unprofitable ones, have fallen sharply this year.What to look for in the jobs reportAccording to Factset, economists are expecting an increase of 250,000 jobs in September. While that still represents job market growth relative to population expansion, it would be the slowest month of job growth since December 2020 as the labor market has steadily clawed back the millions of jobs lost during the pandemic. Total employment only topped pre-pandemic levels last month, according to the St. Louis Fed.In addition to the number of jobs added, investors will be also be focused on the unemployment rate, which is the number of people looking for work divided by the size of the labor force. The unemployment rate can rise either because people lose their jobs or because more people decide to look for work. In August, the unemployment rate rose from 3.5% to 3.7% as the labor force expanded, a sign that more Americans were looking for work.The sharp drop in job openings in August is a good sign that the labor market weakened in September. Still, we won't know the official tally until Friday at 8:30 a.m. ET.If job growth comes in below 250,000, don't be surprised if stocks surge once again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914059092,"gmtCreate":1665141952216,"gmtModify":1676537563375,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"Motley fools again.&nbsp;[Happy]&nbsp;Just wondering how deep your pockets have to be to buy the dips.","listText":"Motley fools again.&nbsp;[Happy]&nbsp;Just wondering how deep your pockets have to be to buy the dips.","text":"Motley fools again. [Happy] Just wondering how deep your pockets have to be to buy the dips.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914059092","repostId":"2273353808","repostType":4,"repost":{"id":"2273353808","kind":"highlight","pubTimestamp":1665131479,"share":"https://ttm.financial/m/news/2273353808?lang=&edition=fundamental","pubTime":"2022-10-07 16:31","market":"us","language":"en","title":"3 Dow Stocks to Buy More of in October","url":"https://stock-news.laohu8.com/highlight/detail?id=2273353808","media":"Motley Fool","summary":"You'll want to hold on to these players for the long term.","content":"<html><head></head><body><p>As you know, the stock market is a difficult place these days. The <b>Dow Jones Industrial Average</b> slipped into a bear market after falling at least 20% from its most recent high. That means many of the stocks that are part of the index are also suffering.</p><p>Now, let&#39;s move on to the good news. Many of today&#39;s decliners are very solid companies that are extremely likely to not only rebound, but also to lift your portfolio over the long term. So you&#39;ll want to consider buying more of these players -- and at bargain prices -- in October. Let&#39;s take a look at three with major brand strength.</p><h2>1. Disney</h2><p><b>Walt Disney</b> has fallen about 37% this year. That leaves it trading at about 18 times forward earnings estimates. It traded for more than 40 at the start of the year. This looks inexpensive if you just look at these numbers. But if you think about the strength of the Disney brand, it looks even cheaper.</p><p>Disney operates the world&#39;s most-visited theme parks. And these parks are huge contributors to revenue. The parks, experiences, and products unit brought in $7.3 billion in the fiscal third quarter, ended July 2. That&#39;s up 70% year over year. And this represents about a third of Disney&#39;s total $21.5 billion in revenue for the quarter.</p><p>Disney said during the earnings call that attendance at domestic parks on many days has surpassed pre-pandemic levels. And advance bookings at Disney hotels indicate demand will continue to remain strong.</p><p>Disney also owns streaming services -- Disney+ and Hulu -- and generates revenue through cable channels and content licensing. Disney&#39;s streaming services stand out as a key revenue driver. They now have more than 221 million total subscriptions. And Disney expects Disney+ to reach profitability by fiscal 2024.</p><p>So, there are plenty of catalysts to drive Disney share gains over time.</p><h2>2. Procter &amp; Gamble</h2><p><b>Procter &amp; Gamble</b> is another company with brand strength. P&amp;G is the maker of many brands you&#39;re probably very familiar with, such as Bounty paper towels and Tide laundry detergent.</p><p>Brand strength has led to a track record of revenue and profit gains over time. The company also has maintained a steady level of return on invested capital.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/29b321e1d900b8deb13f6ddc706492c6\" tg-width=\"720\" tg-height=\"494\" referrerpolicy=\"no-referrer\"/><span>PG Revenue (Annual) data by YCharts</span></p><p>P&amp;G has the advantage of selling items people can&#39;t avoid buying -- even if times are tough. And often, shoppers see the value of buying a better-quality product so they will stick with a top P&amp;G brand. For instance, you might only need one Bounty paper towel to pick up a spill versus several of a lower-priced brand.</p><p>P&amp;G faces the challenge of rising inflation. Higher inflation lifts the costs of raw materials and transporting goods. The impact of that could be reflected in earnings in the coming weeks or months. But this is a short-term problem. It doesn&#39;t change the overall demand for P&amp;G&#39;s products or earnings potential farther down the road.</p><p>It&#39;s also important to note that P&amp;G is a Dividend King. That means it&#39;s lifted its dividend for at least the past 50 years. So, you can count on this consumer goods giant for earnings growth -- and passive income -- over the long term.</p><h2>3. Nike</h2><p><b>Nike</b> has slipped when it comes to stock performance and earnings in recent times. The shares are down 46% so far this year. And Nike disappointed investors last week when it reported higher inventory levels and a lower gross margin.</p><p>But I see this as an opportunity to buy shares of a market leader with a brand that keeps fans coming back. Nike continues to be a favorite brand in the major markets of North America and China. And demand for its products keeps getting stronger.</p><p>For example, Nike&#39;s 2022 fiscal year (ended May 31) was the strongest ever for the Jordan brand. The brand has reached $5 billion in revenue -- and that&#39;s about 20 years after the retirement of basketball legend Michael Jordan. It&#39;s clear this brand has plenty of growth potential ahead.</p><p>Nike&#39;s progress in the booming area of e-commerce is also a big plus. The company&#39;s digital business has almost tripled revenue since 2019. That revenue level is now about $10 billion and makes up 24% of total Nike brand revenue. And excluding the impact of currency exchanges, Nike&#39;s overall sales rose 10% in the most recent quarter.</p><p>Nike&#39;s strategy to focus on digital and selling directly to customers clearly is working. These are elements that will contribute to earnings growth over time. And that&#39;s why buying more of the shares today -- while they&#39;re down -- is a great idea.</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 Dow Stocks to Buy More of in October</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 Dow Stocks to Buy More of in October\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-07 16:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/06/3-dow-stocks-to-buy-more-of-in-october/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As you know, the stock market is a difficult place these days. The Dow Jones Industrial Average slipped into a bear market after falling at least 20% from its most recent high. That means many of the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/06/3-dow-stocks-to-buy-more-of-in-october/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKE":"耐克","DIS":"迪士尼","PG":"宝洁"},"source_url":"https://www.fool.com/investing/2022/10/06/3-dow-stocks-to-buy-more-of-in-october/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273353808","content_text":"As you know, the stock market is a difficult place these days. The Dow Jones Industrial Average slipped into a bear market after falling at least 20% from its most recent high. That means many of the stocks that are part of the index are also suffering.Now, let's move on to the good news. Many of today's decliners are very solid companies that are extremely likely to not only rebound, but also to lift your portfolio over the long term. So you'll want to consider buying more of these players -- and at bargain prices -- in October. Let's take a look at three with major brand strength.1. DisneyWalt Disney has fallen about 37% this year. That leaves it trading at about 18 times forward earnings estimates. It traded for more than 40 at the start of the year. This looks inexpensive if you just look at these numbers. But if you think about the strength of the Disney brand, it looks even cheaper.Disney operates the world's most-visited theme parks. And these parks are huge contributors to revenue. The parks, experiences, and products unit brought in $7.3 billion in the fiscal third quarter, ended July 2. That's up 70% year over year. And this represents about a third of Disney's total $21.5 billion in revenue for the quarter.Disney said during the earnings call that attendance at domestic parks on many days has surpassed pre-pandemic levels. And advance bookings at Disney hotels indicate demand will continue to remain strong.Disney also owns streaming services -- Disney+ and Hulu -- and generates revenue through cable channels and content licensing. Disney's streaming services stand out as a key revenue driver. They now have more than 221 million total subscriptions. And Disney expects Disney+ to reach profitability by fiscal 2024.So, there are plenty of catalysts to drive Disney share gains over time.2. Procter & GambleProcter & Gamble is another company with brand strength. P&G is the maker of many brands you're probably very familiar with, such as Bounty paper towels and Tide laundry detergent.Brand strength has led to a track record of revenue and profit gains over time. The company also has maintained a steady level of return on invested capital.PG Revenue (Annual) data by YChartsP&G has the advantage of selling items people can't avoid buying -- even if times are tough. And often, shoppers see the value of buying a better-quality product so they will stick with a top P&G brand. For instance, you might only need one Bounty paper towel to pick up a spill versus several of a lower-priced brand.P&G faces the challenge of rising inflation. Higher inflation lifts the costs of raw materials and transporting goods. The impact of that could be reflected in earnings in the coming weeks or months. But this is a short-term problem. It doesn't change the overall demand for P&G's products or earnings potential farther down the road.It's also important to note that P&G is a Dividend King. That means it's lifted its dividend for at least the past 50 years. So, you can count on this consumer goods giant for earnings growth -- and passive income -- over the long term.3. NikeNike has slipped when it comes to stock performance and earnings in recent times. The shares are down 46% so far this year. And Nike disappointed investors last week when it reported higher inventory levels and a lower gross margin.But I see this as an opportunity to buy shares of a market leader with a brand that keeps fans coming back. Nike continues to be a favorite brand in the major markets of North America and China. And demand for its products keeps getting stronger.For example, Nike's 2022 fiscal year (ended May 31) was the strongest ever for the Jordan brand. The brand has reached $5 billion in revenue -- and that's about 20 years after the retirement of basketball legend Michael Jordan. It's clear this brand has plenty of growth potential ahead.Nike's progress in the booming area of e-commerce is also a big plus. The company's digital business has almost tripled revenue since 2019. That revenue level is now about $10 billion and makes up 24% of total Nike brand revenue. And excluding the impact of currency exchanges, Nike's overall sales rose 10% in the most recent quarter.Nike's strategy to focus on digital and selling directly to customers clearly is working. These are elements that will contribute to earnings growth over time. And that's why buying more of the shares today -- while they're down -- is a great idea.","news_type":1},"isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912102642,"gmtCreate":1664764791487,"gmtModify":1676537504628,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/OYY.SI\">$PROPNEX LIMITED(OYY.SI)$</a>First time witnessing a flush down in prices. Any bad news surrounding it?&nbsp;[Happy]&nbsp;","listText":"<a href=\"https://ttm.financial/S/OYY.SI\">$PROPNEX LIMITED(OYY.SI)$</a>First time witnessing a flush down in prices. Any bad news surrounding it?&nbsp;[Happy]&nbsp;","text":"$PROPNEX LIMITED(OYY.SI)$First time witnessing a flush down in prices. Any bad news surrounding it? [Happy]","images":[{"img":"https://community-static.tradeup.com/news/4fa0ce7c1aa6586a8313fdb3cbe479ee","width":"1080","height":"3617"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":7,"repostSize":1,"link":"https://ttm.financial/post/9912102642","isVote":1,"tweetType":1,"viewCount":1133,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583554033114763","authorId":"3583554033114763","name":"rockmysocks","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3583554033114763","authorIdStr":"3583554033114763"},"content":"typical fear due to cooling measure. but good chance to get it at cheap price. per past trend, it will go back up within next few days.","text":"typical fear due to cooling measure. but good chance to get it at cheap price. per past trend, it will go back up within next few days.","html":"typical fear due to cooling measure. but good chance to get it at cheap price. per past trend, it will go back up within next few days."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9934049273,"gmtCreate":1663165116093,"gmtModify":1676537218046,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"Quad witching on Friday. Maybe a relief for now.&nbsp;[Happy]&nbsp;","listText":"Quad witching on Friday. Maybe a relief for now.&nbsp;[Happy]&nbsp;","text":"Quad witching on Friday. Maybe a relief for now. [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9934049273","repostId":"2267545209","repostType":4,"repost":{"id":"2267545209","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1663164058,"share":"https://ttm.financial/m/news/2267545209?lang=&edition=fundamental","pubTime":"2022-09-14 22:00","market":"us","language":"en","title":"Twilio to Cut Staff by 11% to Rein in Costs, Lift Margins","url":"https://stock-news.laohu8.com/highlight/detail?id=2267545209","media":"Reuters","summary":"Twilio Inc    said on Wednesday it plans to cut its staff by nearly 11% as the cloud communications ","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TWLO\">Twilio Inc</a>    said on Wednesday it plans to cut its staff by nearly 11% as the cloud communications platform seeks to reduce costs and shore up margins.</p><p>Twilio shares rose 1.33% in morning trading.<img src=\"https://static.tigerbbs.com/26c7658125b9d5914ef754d91c591cd2\" tg-width=\"832\" tg-height=\"834\" width=\"100%\" height=\"auto\"/></p><p>The company estimates it will incur between $70 million and $90 million in charges over its restructuring plan which includes staff layoffs, with the majority to be incurred in the third quarter of 2022.</p><p>Twilio, which in August forecast a bigger-than-expected adjusted loss for its third quarter, hired aggressively during the pandemic with employee count rising to 7,867 by end 2021 from 4,629 as of Dec. 31, 2020</p><p>Twilio faced a cyber attack last month that compromised data of about 163 customers. The company, which has notified the affected people, has not disclosed any financial impact of the breach.</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>Twilio to Cut Staff by 11% to Rein in Costs, Lift Margins</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\">\nTwilio to Cut Staff by 11% to Rein in Costs, Lift Margins\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\">2022-09-14 22:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TWLO\">Twilio Inc</a>    said on Wednesday it plans to cut its staff by nearly 11% as the cloud communications platform seeks to reduce costs and shore up margins.</p><p>Twilio shares rose 1.33% in morning trading.<img src=\"https://static.tigerbbs.com/26c7658125b9d5914ef754d91c591cd2\" tg-width=\"832\" tg-height=\"834\" width=\"100%\" height=\"auto\"/></p><p>The company estimates it will incur between $70 million and $90 million in charges over its restructuring plan which includes staff layoffs, with the majority to be incurred in the third quarter of 2022.</p><p>Twilio, which in August forecast a bigger-than-expected adjusted loss for its third quarter, hired aggressively during the pandemic with employee count rising to 7,867 by end 2021 from 4,629 as of Dec. 31, 2020</p><p>Twilio faced a cyber attack last month that compromised data of about 163 customers. The company, which has notified the affected people, has not disclosed any financial impact of the breach.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWLO":"Twilio Inc","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4116":"互联网服务与基础架构","BK4528":"SaaS概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267545209","content_text":"Twilio Inc    said on Wednesday it plans to cut its staff by nearly 11% as the cloud communications platform seeks to reduce costs and shore up margins.Twilio shares rose 1.33% in morning trading.The company estimates it will incur between $70 million and $90 million in charges over its restructuring plan which includes staff layoffs, with the majority to be incurred in the third quarter of 2022.Twilio, which in August forecast a bigger-than-expected adjusted loss for its third quarter, hired aggressively during the pandemic with employee count rising to 7,867 by end 2021 from 4,629 as of Dec. 31, 2020Twilio faced a cyber attack last month that compromised data of about 163 customers. The company, which has notified the affected people, has not disclosed any financial impact of the breach.","news_type":1},"isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9994552717,"gmtCreate":1661660906241,"gmtModify":1676536557443,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"Isn't communication part of technology sector too?&nbsp;[Happy]&nbsp;Commodities trading will still be in trend until inflation rate come down and&nbsp;the Fed change their policy.","listText":"Isn't communication part of technology sector too?&nbsp;[Happy]&nbsp;Commodities trading will still be in trend until inflation rate come down and&nbsp;the Fed change their policy.","text":"Isn't communication part of technology sector too? [Happy] Commodities trading will still be in trend until inflation rate come down and the Fed change their policy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9994552717","repostId":"1128541490","repostType":4,"repost":{"id":"1128541490","kind":"news","pubTimestamp":1661644682,"share":"https://ttm.financial/m/news/1128541490?lang=&edition=fundamental","pubTime":"2022-08-28 07:58","market":"us","language":"en","title":"QQQ: An Excessive Bust Is Coming","url":"https://stock-news.laohu8.com/highlight/detail?id=1128541490","media":"Seeking Alpha","summary":"SummaryQQQ tracks the hottest stocks in the world, American technology and the Nasdaq 100.George Soros coined the boom-bust model, in which he explained that excess on the upside often leads to excess","content":"<html><head></head><body><p>Summary</p><ul><li>QQQ tracks the hottest stocks in the world, American technology and the Nasdaq 100.</li><li>George Soros coined the boom-bust model, in which he explained that excess on the upside often leads to excess on the downside.</li><li>Looking at the fundamentals of QQQ, it could get ugly.</li><li>In the decade ahead, we project returns of 4% per annum.</li></ul><h3>The Thesis</h3><p>At the end of 2021, the <a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ ETF</a>, which tracks theNasdaq 100, reached a PE of 39 and a cyclically adjusted PE (CAPE ratio) of 60. Legendary investor George Soros has believed for manyyears that excess on the upside leads to excess on the downside. QQQ could fall much, much further as the excess drains out of its valuation. History has shown that when the CAPE ratio reaches 60, real returns for the following 15 years settle around negative 4% per annum:</p><p><img src=\"https://static.tigerbbs.com/7bc80a1f57b8dfee7b03b2b120bca92d\" tg-width=\"838\" tg-height=\"532\" referrerpolicy=\"no-referrer\"/>CAPE Ratio Vs. Real Returns (Lyn Alden)</p><h3>All Aboard The Hype Train</h3><p>If there&#39;s one thing that&#39;s worked over the past decade, it was holding U.S. tech stocks. Thus, the outperformance of QQQ, which has 50% of its holdings in information technology and another 30% or so in communication and consumer tech.</p><p><img src=\"https://static.tigerbbs.com/9edb873b2feb324ecda807b382f4ee2e\" tg-width=\"640\" tg-height=\"304\" referrerpolicy=\"no-referrer\"/>QQQ&#39;s Sector Allocations (Invesco)</p><p>Invesco advertises this ETF by pointing out its track record of outperformance and its trading volume:</p><p><img src=\"https://static.tigerbbs.com/ff0af3bad598a067897135ce8fbc3795\" tg-width=\"640\" tg-height=\"175\" referrerpolicy=\"no-referrer\"/>QQQ ETF (Invesco)</p><p>The problem is, tech stocks outperformed massively before the dot com bubble burst. Following the implosion of 2000, it took more than 15 years for the Nasdaq 100 to recover its losses:</p><p><img src=\"https://static.tigerbbs.com/41f19d55e2420774df33a2ea218d39de\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\"/>QQQ data by YCharts</p><p>In fact, the reason QQQ has outperformed over the past 15 years is because tech underperformed from 2000 to 2010, in my opinion. This meant there were huge bargains in the sector as everyone was depressed about tech stocks. So you can see, you don&#39;t want to buy what&#39;s done well recently, in fact, you want to do just the opposite. We&#39;ve studied several investors who outperformed the market over multiple decades, from Warren Buffett, to Carl Icahn, to Sir John Templeton, to Howard Marks. They all had one thing in common, they bought when there was blood in the streets. QQQ is concentrated in the hottest sectors of the past 5 years, and that&#39;s not where you want to hunt for outsized returns:</p><p><img src=\"https://static.tigerbbs.com/66e2ddbe72a70d8cddbdf93fc4d34160\" tg-width=\"640\" tg-height=\"261\" referrerpolicy=\"no-referrer\"/>Sector Performance (Fidelity)</p><p>The average S&amp;P 500 company survives only20 years, and for tech stocks, that lifespan could be even shorter as these businesses face brutal competition, and the industry is constantly changing. If we look at businesses that survived for more than200 years, we get banks like JPMorgan Chase (JPM), chemical companies like DuPont (DD), and consumer staples companies like Colgate-Palmolive (CL). These are simple and predictable businesses in industries that enjoy a very slow pace of change.</p><p>It&#39;s About To Get Ugly</p><p><b>QQQ&#39;s Top 10 Holdings</b></p><p><img src=\"https://static.tigerbbs.com/597aa9aae54335b405a9cef0e95951a2\" tg-width=\"640\" tg-height=\"290\" referrerpolicy=\"no-referrer\"/>QQQ&#39;s Top 10 Holdings (Invesco)</p><p>We&#39;ve analyzed many of QQQ&#39;s top holdings individually, including <a href=\"https://laohu8.com/S/AAPL\">Apple </a>, <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon </a>, <a href=\"https://laohu8.com/S/TSLA\">Tesla </a>, Google (GOOG) (GOOGL), <a href=\"https://laohu8.com/S/META\">Meta </a>, and <a href=\"https://laohu8.com/S/COST\">Costco </a>. Marked in red above are our expected annual returns for each business, with a 10-year time horizon. Overall, this equates to a 4% expected annual return for QQQ&#39;s top holdings. In other words, you could get an inflation adjusted return of 0% per annum holding these stocks.</p><p>History has shown the market tends to swing from overly optimistic to overly pessimistic. Legendary investor George Soros coined this the boom-bust model. He believed that excessive margin, speculation, and exuberance on the upside creates excessive insolvency, fear, and selling on the downside. In other words, the larger the boom, the larger the bust. So, what do you think comes next for QQQ? If we had to wager, we&#39;d bet on an excessive bust.</p><h3>Risks To The Thesis</h3><p>Crazy things can go on longer than you expect. In 1989, the PE of the Japanese index reached 60x earnings. The Nasdaq 100 is still nowhere near this level. Enthusiasm can always return in the short-run.</p><p>Also, while Sir John Templeton has cautioned against saying &#34;this time is different,&#34; he conceded that 20% of the time it really is different. Technology stocks have defied gravity up to this point. And, holding a diversified group of technology stocks with a 30-year time horizon isn&#39;t a terrible idea. We&#39;ve seen many of these businesses develop enduring moats and compound at a rapid pace for an extended period of time. An asset-light model and rapidly growing industry is generally a good place to be. Technology should be a part of everyone&#39;s portfolio, at the right valuation.</p><p>Our Valuation</p><p>The Nasdaq 100 has aPE ratio of 27.2, but its earnings could still be at a cyclical peak, as evidenced by its much higher CAPE ratio. This means QQQ likely has earnings per share around $11.78. Looking at the aggregate of several QQQ businesses we&#39;ve analyzed, combined with the cheaper, but slower growing businesses that round out the QQQ ETF, we believe EPS will grow at 8% per annum in the decade ahead. This growth should outpace the S&amp;P 500&#39;s EPS, but the valuation is more stretched than the S&amp;P.</p><p>Our 2032 price target for QQQ is $445 per share, implying returns of 4% per annum with dividends reinvested.</p><ul><li>Growing QQQ&#39;s EPS at 8% per annum, we get $25.43 per share in 2032. We&#39;ve assigned a terminal multiple of 17.5x as we believe growth will slow slightly in the decade that follows. Keep in mind, this is a base-case scenario.</li></ul><h3>The Bottom Line</h3><p>The risk and reward is unfavorable for QQQ, and some of the exuberance we saw on the upside could reverse on the downside. It&#39;s possible you get inflation-adjusted returns of 0% per annum even after holding for 10 years. With such long-duration cash flows, QQQ is very susceptible to an increase in interest rates.</p><p><b>What To Do About It</b></p><p>We&#39;re projecting higher returns in communication companies like Meta and Google than other names in this ETF. Interestingly, communication services has been the worst performing sector of the past 5 years. There&#39;s despondency here, and with despondency comes the potential for outsized returns. For ETF investors, we recommend Vanguard Communication Services ETF (VOX). Here are its top holdings:</p><p><img src=\"https://static.tigerbbs.com/d4c222464e3dc7817645ef7dd9a5499c\" tg-width=\"640\" tg-height=\"351\" referrerpolicy=\"no-referrer\"/>VOX Holdings (Vanguard)</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>QQQ: An Excessive Bust Is Coming</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\">\nQQQ: An Excessive Bust Is Coming\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-28 07:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4537241-qqq-an-excessive-bust-is-coming><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryQQQ tracks the hottest stocks in the world, American technology and the Nasdaq 100.George Soros coined the boom-bust model, in which he explained that excess on the upside often leads to excess...</p>\n\n<a href=\"https://seekingalpha.com/article/4537241-qqq-an-excessive-bust-is-coming\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QQQ":"纳指100ETF"},"source_url":"https://seekingalpha.com/article/4537241-qqq-an-excessive-bust-is-coming","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128541490","content_text":"SummaryQQQ tracks the hottest stocks in the world, American technology and the Nasdaq 100.George Soros coined the boom-bust model, in which he explained that excess on the upside often leads to excess on the downside.Looking at the fundamentals of QQQ, it could get ugly.In the decade ahead, we project returns of 4% per annum.The ThesisAt the end of 2021, the Invesco QQQ ETF, which tracks theNasdaq 100, reached a PE of 39 and a cyclically adjusted PE (CAPE ratio) of 60. Legendary investor George Soros has believed for manyyears that excess on the upside leads to excess on the downside. QQQ could fall much, much further as the excess drains out of its valuation. History has shown that when the CAPE ratio reaches 60, real returns for the following 15 years settle around negative 4% per annum:CAPE Ratio Vs. Real Returns (Lyn Alden)All Aboard The Hype TrainIf there's one thing that's worked over the past decade, it was holding U.S. tech stocks. Thus, the outperformance of QQQ, which has 50% of its holdings in information technology and another 30% or so in communication and consumer tech.QQQ's Sector Allocations (Invesco)Invesco advertises this ETF by pointing out its track record of outperformance and its trading volume:QQQ ETF (Invesco)The problem is, tech stocks outperformed massively before the dot com bubble burst. Following the implosion of 2000, it took more than 15 years for the Nasdaq 100 to recover its losses:QQQ data by YChartsIn fact, the reason QQQ has outperformed over the past 15 years is because tech underperformed from 2000 to 2010, in my opinion. This meant there were huge bargains in the sector as everyone was depressed about tech stocks. So you can see, you don't want to buy what's done well recently, in fact, you want to do just the opposite. We've studied several investors who outperformed the market over multiple decades, from Warren Buffett, to Carl Icahn, to Sir John Templeton, to Howard Marks. They all had one thing in common, they bought when there was blood in the streets. QQQ is concentrated in the hottest sectors of the past 5 years, and that's not where you want to hunt for outsized returns:Sector Performance (Fidelity)The average S&P 500 company survives only20 years, and for tech stocks, that lifespan could be even shorter as these businesses face brutal competition, and the industry is constantly changing. If we look at businesses that survived for more than200 years, we get banks like JPMorgan Chase (JPM), chemical companies like DuPont (DD), and consumer staples companies like Colgate-Palmolive (CL). These are simple and predictable businesses in industries that enjoy a very slow pace of change.It's About To Get UglyQQQ's Top 10 HoldingsQQQ's Top 10 Holdings (Invesco)We've analyzed many of QQQ's top holdings individually, including Apple , Microsoft , Amazon , Tesla , Google (GOOG) (GOOGL), Meta , and Costco . Marked in red above are our expected annual returns for each business, with a 10-year time horizon. Overall, this equates to a 4% expected annual return for QQQ's top holdings. In other words, you could get an inflation adjusted return of 0% per annum holding these stocks.History has shown the market tends to swing from overly optimistic to overly pessimistic. Legendary investor George Soros coined this the boom-bust model. He believed that excessive margin, speculation, and exuberance on the upside creates excessive insolvency, fear, and selling on the downside. In other words, the larger the boom, the larger the bust. So, what do you think comes next for QQQ? If we had to wager, we'd bet on an excessive bust.Risks To The ThesisCrazy things can go on longer than you expect. In 1989, the PE of the Japanese index reached 60x earnings. The Nasdaq 100 is still nowhere near this level. Enthusiasm can always return in the short-run.Also, while Sir John Templeton has cautioned against saying \"this time is different,\" he conceded that 20% of the time it really is different. Technology stocks have defied gravity up to this point. And, holding a diversified group of technology stocks with a 30-year time horizon isn't a terrible idea. We've seen many of these businesses develop enduring moats and compound at a rapid pace for an extended period of time. An asset-light model and rapidly growing industry is generally a good place to be. Technology should be a part of everyone's portfolio, at the right valuation.Our ValuationThe Nasdaq 100 has aPE ratio of 27.2, but its earnings could still be at a cyclical peak, as evidenced by its much higher CAPE ratio. This means QQQ likely has earnings per share around $11.78. Looking at the aggregate of several QQQ businesses we've analyzed, combined with the cheaper, but slower growing businesses that round out the QQQ ETF, we believe EPS will grow at 8% per annum in the decade ahead. This growth should outpace the S&P 500's EPS, but the valuation is more stretched than the S&P.Our 2032 price target for QQQ is $445 per share, implying returns of 4% per annum with dividends reinvested.Growing QQQ's EPS at 8% per annum, we get $25.43 per share in 2032. We've assigned a terminal multiple of 17.5x as we believe growth will slow slightly in the decade that follows. Keep in mind, this is a base-case scenario.The Bottom LineThe risk and reward is unfavorable for QQQ, and some of the exuberance we saw on the upside could reverse on the downside. It's possible you get inflation-adjusted returns of 0% per annum even after holding for 10 years. With such long-duration cash flows, QQQ is very susceptible to an increase in interest rates.What To Do About ItWe're projecting higher returns in communication companies like Meta and Google than other names in this ETF. Interestingly, communication services has been the worst performing sector of the past 5 years. There's despondency here, and with despondency comes the potential for outsized returns. For ETF investors, we recommend Vanguard Communication Services ETF (VOX). Here are its top holdings:VOX Holdings (Vanguard)","news_type":1},"isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991888189,"gmtCreate":1660805727845,"gmtModify":1676536403168,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"Market maker trying to cheat and milk the retailers. If no one pouring in money in July and August , how they make money?&nbsp;[Happy]&nbsp;","listText":"Market maker trying to cheat and milk the retailers. If no one pouring in money in July and August , how they make money?&nbsp;[Happy]&nbsp;","text":"Market maker trying to cheat and milk the retailers. If no one pouring in money in July and August , how they make money? [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991888189","repostId":"2260780888","repostType":4,"isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907257081,"gmtCreate":1660203273346,"gmtModify":1703479072815,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"Selling covered calls maybe better at resistance level.","listText":"Selling covered calls maybe better at resistance level.","text":"Selling covered calls maybe better at resistance level.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907257081","repostId":"1105504175","repostType":4,"repost":{"id":"1105504175","kind":"news","pubTimestamp":1660197626,"share":"https://ttm.financial/m/news/1105504175?lang=&edition=fundamental","pubTime":"2022-08-11 14:00","market":"us","language":"en","title":"3 Option Ideas To Consider This Thursday: Featuring NVDA, MRVL, ABT","url":"https://stock-news.laohu8.com/highlight/detail?id=1105504175","media":"Barchart","summary":"Abbott Laboratories Bull Put SpreadA bull put spread is a defined risk option strategy that profits ","content":"<html><head></head><body><p><b>Abbott Laboratories Bull Put Spread</b></p><p>A bull put spread is a defined risk option strategy that profits if the stock closes above the short strike at expiry.</p><p>To execute a bull put spread an investor would sell an out-of-the-money put and then but a further out-of-the-money put.</p><p>Running the Barchart Bull Put Spread Screener shows these results for ABT:</p><p><img src=\"https://static.tigerbbs.com/dad65d0a4cf257aeec6484b083e17eda\" tg-width=\"1150\" tg-height=\"690\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Let’s use the first line item as an example. This bull put spread trade involves selling the September expiry 110 strike put and buying the 105 strike put.</p><p>Selling this spread results in a credit of around $1.47 or $147 per contract. That is also the maximum possible gain on the trade. The maximum potential loss can be calculated by taking the spread width, less the premium received and multiplying by 100. That give us:</p><p>(5 – 1.47) x 100 = $353.</p><p>If we take the maximum gain divided by the maximum loss, we see the trade has a return potential of 41.64%.</p><p>The probability of the trade being successful is 59.6%, although this is just an estimate.</p><p>For MRVL, let’s look at the bull call spread screener.</p><p><b>Marvell Technology Bull Call Spread</b></p><p>Here are the results of the bull call spread screener:</p><p><img src=\"https://static.tigerbbs.com/1cd077f3b333f4bebc35b6ff3aeca1d7\" tg-width=\"1169\" tg-height=\"363\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>A bull call spread is created through buying a call and then selling a further out-of-the-money call.</p><p>Selling the further out-of-the-money call reduces the cost of the trade but also limits the upside.</p><p>A bull call spread is a risk defined trade, so you always know the worst-case scenario. Bull call spreads are positive delta (bullish) and positive vega (benefit from a rise in implied volatility).</p><p>The first item on the screener involves buying the October expiration, 52.50-strike call and selling the 65 strike call.</p><p>The trade cost would be $504 (difference in the option prices multiplied by 100), and the maximum potential profit would be $746 (difference in strike prices, multiplied by 100 less the premium paid).</p><p>This trade has a max profit potential of 148.02% and a probability of 42.2%.</p><p>The final idea we will look at is a covered call trade.</p><p><b>NVDA Covered Call</b></p><p>First, let’s run our covered call screener:</p><p><img src=\"https://static.tigerbbs.com/cb3d7634cf2f023280907832e8236694\" tg-width=\"1164\" tg-height=\"558\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Let’s evaluate the first NVDA covered call example. Buying 100 shares of NVDA would cost around $18,097. The August 19, 192.50 strike call option was trading yesterday for around $1.41, generating $141 in premium per contract for covered call sellers.</p><p>Selling the call option generates an income of 0.79% in 9 days, equalling around 31.85% annualized. That assumes the stock stays exactly where it is. What if the stock rises above the strike price of 90?</p><p>If NVDA closes above 192.50 on the expiration date, the shares will be called away at 192.50, leaving the trader with a total profit of $1294 (gain on the shares plus the $141 option premium received). That equates to a 7.2% return, which is 292.3% on an annualized basis.</p><p><b>Conclusion</b></p><p>There you have three different bullish trade ideas on three different stocks. Remember to always manage risk and have stop losses in place.</p><p>Please remember that options are risky, and investors can lose 100% of their investment. This article is for education purposes only and not a trade recommendation. Remember to always do your own due diligence and consult your financial advisor before making any investment decisions.</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>3 Option Ideas To Consider This Thursday: Featuring NVDA, MRVL, ABT</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 Option Ideas To Consider This Thursday: Featuring NVDA, MRVL, ABT\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-11 14:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barchart.com/story/news/9620705/3-option-ideas-to-consider-this-thursday><strong>Barchart</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Abbott Laboratories Bull Put SpreadA bull put spread is a defined risk option strategy that profits if the stock closes above the short strike at expiry.To execute a bull put spread an investor would ...</p>\n\n<a href=\"https://www.barchart.com/story/news/9620705/3-option-ideas-to-consider-this-thursday\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","ABT":"雅培","MRVL":"迈威尔科技"},"source_url":"https://www.barchart.com/story/news/9620705/3-option-ideas-to-consider-this-thursday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105504175","content_text":"Abbott Laboratories Bull Put SpreadA bull put spread is a defined risk option strategy that profits if the stock closes above the short strike at expiry.To execute a bull put spread an investor would sell an out-of-the-money put and then but a further out-of-the-money put.Running the Barchart Bull Put Spread Screener shows these results for ABT:Let’s use the first line item as an example. This bull put spread trade involves selling the September expiry 110 strike put and buying the 105 strike put.Selling this spread results in a credit of around $1.47 or $147 per contract. That is also the maximum possible gain on the trade. The maximum potential loss can be calculated by taking the spread width, less the premium received and multiplying by 100. That give us:(5 – 1.47) x 100 = $353.If we take the maximum gain divided by the maximum loss, we see the trade has a return potential of 41.64%.The probability of the trade being successful is 59.6%, although this is just an estimate.For MRVL, let’s look at the bull call spread screener.Marvell Technology Bull Call SpreadHere are the results of the bull call spread screener:A bull call spread is created through buying a call and then selling a further out-of-the-money call.Selling the further out-of-the-money call reduces the cost of the trade but also limits the upside.A bull call spread is a risk defined trade, so you always know the worst-case scenario. Bull call spreads are positive delta (bullish) and positive vega (benefit from a rise in implied volatility).The first item on the screener involves buying the October expiration, 52.50-strike call and selling the 65 strike call.The trade cost would be $504 (difference in the option prices multiplied by 100), and the maximum potential profit would be $746 (difference in strike prices, multiplied by 100 less the premium paid).This trade has a max profit potential of 148.02% and a probability of 42.2%.The final idea we will look at is a covered call trade.NVDA Covered CallFirst, let’s run our covered call screener:Let’s evaluate the first NVDA covered call example. Buying 100 shares of NVDA would cost around $18,097. The August 19, 192.50 strike call option was trading yesterday for around $1.41, generating $141 in premium per contract for covered call sellers.Selling the call option generates an income of 0.79% in 9 days, equalling around 31.85% annualized. That assumes the stock stays exactly where it is. What if the stock rises above the strike price of 90?If NVDA closes above 192.50 on the expiration date, the shares will be called away at 192.50, leaving the trader with a total profit of $1294 (gain on the shares plus the $141 option premium received). That equates to a 7.2% return, which is 292.3% on an annualized basis.ConclusionThere you have three different bullish trade ideas on three different stocks. Remember to always manage risk and have stop losses in place.Please remember that options are risky, and investors can lose 100% of their investment. This article is for education purposes only and not a trade recommendation. Remember to always do your own due diligence and consult your financial advisor before making any investment decisions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907254626,"gmtCreate":1660203184867,"gmtModify":1703479071978,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"If it is recommended by morningstar I may consider it.&nbsp;[Happy]&nbsp;","listText":"If it is recommended by morningstar I may consider it.&nbsp;[Happy]&nbsp;","text":"If it is recommended by morningstar I may consider it. [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907254626","repostId":"2258212688","repostType":4,"repost":{"id":"2258212688","kind":"highlight","pubTimestamp":1660198395,"share":"https://ttm.financial/m/news/2258212688?lang=&edition=fundamental","pubTime":"2022-08-11 14:13","market":"us","language":"en","title":"This Cheap Tech Stock Soared 20%: Time to Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2258212688","media":"Motley Fool","summary":"Investors might want to \"put a pin in this stock\" for the time being.","content":"<html><head></head><body><p>Social media company <b>Pinterest</b> saw its stock price soar 20% immediately after it released its earnings report for the second quarter of 2022, enough to recover some prior losses and put the stock up 13% in total over the past month. A lot is happening at the company; new leadership, an activist investor, and strategic changes are coming. Those changes are likely in response to the stock being down 37% since January.</p><p>Are Pinterest investors seeing clear signs of a massive comeback? Or is the post-earnings pop a mirage that will soon disappear? It&#39;s likely too early to answer definitively either way. But there are at least three reasons investors should remain cautious about the stock right now.</p><h2>1. Intent does not equal execution</h2><p>Pinterest recently brought on a new CEO, Bill Ready, who came from previous executive roles within the financial technology space, including executive positions at <b>Alphabet</b> and <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b> <b>Holdings</b>, as well as CEO of PayPal&#39;s Venmo.</p><p>Former CEO Ben Silbermann spoke about the leadership transition in the company&#39;s second-quarter earnings conference call, citing a desire to make Pinterest a more competitive e-commerce company where users can follow through on their inspirations on the platform with actions and purchases. Bill Ready&#39;s expertise in those areas put him in the position of CEO.</p><p>Bill Ready also spoke on the second-quarter call, discussing how Pinterest&#39;s platform enables users to save content, and how he believes that it&#39;s fertile ground for advertiser and shopper spending. He aims to evaluate and finalize a plan of action over the coming months.</p><p>Wall Street&#39;s positive reaction is a sign that the potential changes are welcome, but investors should remember that changes don&#39;t guarantee success. Pinterest will need time to roll out any proposed strategy and see measurable results. That&#39;s not to say they won&#39;t work, but investors are betting on potential and not results at this moment.</p><h2>2. Pinterest&#39;s user base is shrinking</h2><p>The promise of the future also doesn&#39;t change the fact that engagement on Pinterest is suffering. Monthly active users fell 5% year over year in the second quarter to 433 million, the same number as in the first quarter.</p><p>More troubling is that users declined 8% year over year in the U.S. and Canada, Pinterest&#39;s most important demographic. The average user in the U.S. and Canada generated $5.82 in revenue in the quarter, miles ahead of Europe, its next closest segment, which had just $0.86 per user.</p><p>Continued user losses in the U.S. and Canada could dramatically affect the company&#39;s overall revenue per user and total revenue as a result. It&#39;s good to see that the number of users was stable from the first quarter to the second, but getting user growth going again in the U.S. and Canada is crucial.</p><h2>3. Pinterest&#39;s costs are rising</h2><p>Pinterest&#39;s revenue grew 9% year over year in the second quarter to $666 million, but its costs are rising faster across the board. The company&#39;s adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) declined 46% from the year-ago quarter.</p><p>Pinterest&#39;s four major expense categories all increased year over year, including:</p><ul><li>Cost of Revenue: up 29%</li><li>Research &amp; Development: up 37%</li><li>Sales &amp; Marketing: up 27%</li><li>General &amp; Administrative: up 35%</li></ul><p>Investing in the business can be good if it increases revenue. Watching the relationship between revenue growth and expenses will be essential to ensure that happens. Growth could become an uphill battle if Pinterest doesn&#39;t reinvigorate its user growth.</p><h2>The bottom line</h2><p>A work in progress might best describe Pinterest these days. The stock has fallen more than 70% from its high and trades at a price-to-sales ratio of almost 6, on par with the COVID-19 crash in 2020.</p><p>The lower valuation probably reflects a lot of the risks I mentioned above. But the company likely needs several quarters of execution, member growth, and financials trending in the right direction again for the recent rally to become a full-fledged comeback. It&#39;s still way too early to tell, which is why investors should remain cautious for the time being.</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>This Cheap Tech Stock Soared 20%: Time to Buy?</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\">\nThis Cheap Tech Stock Soared 20%: Time to Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-11 14:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/10/cheap-tech-stock-soared-20-time-buy-pinterest/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Social media company Pinterest saw its stock price soar 20% immediately after it released its earnings report for the second quarter of 2022, enough to recover some prior losses and put the stock up ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/10/cheap-tech-stock-soared-20-time-buy-pinterest/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PINS":"Pinterest, Inc."},"source_url":"https://www.fool.com/investing/2022/08/10/cheap-tech-stock-soared-20-time-buy-pinterest/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2258212688","content_text":"Social media company Pinterest saw its stock price soar 20% immediately after it released its earnings report for the second quarter of 2022, enough to recover some prior losses and put the stock up 13% in total over the past month. A lot is happening at the company; new leadership, an activist investor, and strategic changes are coming. Those changes are likely in response to the stock being down 37% since January.Are Pinterest investors seeing clear signs of a massive comeback? Or is the post-earnings pop a mirage that will soon disappear? It's likely too early to answer definitively either way. But there are at least three reasons investors should remain cautious about the stock right now.1. Intent does not equal executionPinterest recently brought on a new CEO, Bill Ready, who came from previous executive roles within the financial technology space, including executive positions at Alphabet and PayPal Holdings, as well as CEO of PayPal's Venmo.Former CEO Ben Silbermann spoke about the leadership transition in the company's second-quarter earnings conference call, citing a desire to make Pinterest a more competitive e-commerce company where users can follow through on their inspirations on the platform with actions and purchases. Bill Ready's expertise in those areas put him in the position of CEO.Bill Ready also spoke on the second-quarter call, discussing how Pinterest's platform enables users to save content, and how he believes that it's fertile ground for advertiser and shopper spending. He aims to evaluate and finalize a plan of action over the coming months.Wall Street's positive reaction is a sign that the potential changes are welcome, but investors should remember that changes don't guarantee success. Pinterest will need time to roll out any proposed strategy and see measurable results. That's not to say they won't work, but investors are betting on potential and not results at this moment.2. Pinterest's user base is shrinkingThe promise of the future also doesn't change the fact that engagement on Pinterest is suffering. Monthly active users fell 5% year over year in the second quarter to 433 million, the same number as in the first quarter.More troubling is that users declined 8% year over year in the U.S. and Canada, Pinterest's most important demographic. The average user in the U.S. and Canada generated $5.82 in revenue in the quarter, miles ahead of Europe, its next closest segment, which had just $0.86 per user.Continued user losses in the U.S. and Canada could dramatically affect the company's overall revenue per user and total revenue as a result. It's good to see that the number of users was stable from the first quarter to the second, but getting user growth going again in the U.S. and Canada is crucial.3. Pinterest's costs are risingPinterest's revenue grew 9% year over year in the second quarter to $666 million, but its costs are rising faster across the board. The company's adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) declined 46% from the year-ago quarter.Pinterest's four major expense categories all increased year over year, including:Cost of Revenue: up 29%Research & Development: up 37%Sales & Marketing: up 27%General & Administrative: up 35%Investing in the business can be good if it increases revenue. Watching the relationship between revenue growth and expenses will be essential to ensure that happens. Growth could become an uphill battle if Pinterest doesn't reinvigorate its user growth.The bottom lineA work in progress might best describe Pinterest these days. The stock has fallen more than 70% from its high and trades at a price-to-sales ratio of almost 6, on par with the COVID-19 crash in 2020.The lower valuation probably reflects a lot of the risks I mentioned above. But the company likely needs several quarters of execution, member growth, and financials trending in the right direction again for the recent rally to become a full-fledged comeback. It's still way too early to tell, which is why investors should remain cautious for the time being.","news_type":1},"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904760452,"gmtCreate":1660096465678,"gmtModify":1703477869518,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"Sounds like some trouble is brewing again. Last year when he sold his shares, there was a huge selloff.[Happy]&nbsp;","listText":"Sounds like some trouble is brewing again. Last year when he sold his shares, there was a huge selloff.[Happy]&nbsp;","text":"Sounds like some trouble is brewing again. Last year when he sold his shares, there was a huge selloff.[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904760452","repostId":"2258257550","repostType":4,"repost":{"id":"2258257550","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1660095786,"share":"https://ttm.financial/m/news/2258257550?lang=&edition=fundamental","pubTime":"2022-08-10 09:43","market":"us","language":"en","title":"Elon Musk Sells 7.92 Million Tesla Shares Worth $6.9 Billion - SEC Filing","url":"https://stock-news.laohu8.com/highlight/detail?id=2258257550","media":"Reuters","summary":"Aug 9  - Tesla IncChief Executive Officer Elon Musk has sold 7.92 million shares in the electric vehicle maker worth $6.9 billion, securities filings showed on Tuesday.Musk said in April \"no further TSLA sales planned,\" after he sold $8.5 billion worth of Tesla shares - sales likely aimed at helping finance his planned purchase of Twitter Inc.Tesla did not immediately respond to a Reuters request for comment.Musk offloaded the shares between Aug. 5 and Aug.9, according to the filings. After the ","content":"<html><head></head><body><p>Aug 9 (Reuters) - Tesla Inc Chief Executive Officer Elon Musk has sold 7.92 million shares in the electric vehicle maker worth $6.9 billion, securities filings showed on Tuesday.</p><p>Musk said in April &#34;no further TSLA sales planned,&#34; after he sold $8.5 billion worth of Tesla shares - sales likely aimed at helping finance his planned purchase of Twitter Inc.</p><p>Tesla did not immediately respond to a Reuters request for comment.</p><p>Musk offloaded the shares between Aug. 5 and Aug.9, according to the filings. After the latest stock sale, he now owns 155.04 million shares in Tesla.</p><p>Tesla shares have risen nearly 15% since the automaker reported better-than-expected earnings on July 20, also helped by the Biden administration&#39;s climate bill that aims to lift the cap on tax credits for electric vehicles.</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>Elon Musk Sells 7.92 Million Tesla Shares Worth $6.9 Billion - SEC Filing</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\">\nElon Musk Sells 7.92 Million Tesla Shares Worth $6.9 Billion - SEC Filing\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\">2022-08-10 09:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Aug 9 (Reuters) - Tesla Inc Chief Executive Officer Elon Musk has sold 7.92 million shares in the electric vehicle maker worth $6.9 billion, securities filings showed on Tuesday.</p><p>Musk said in April &#34;no further TSLA sales planned,&#34; after he sold $8.5 billion worth of Tesla shares - sales likely aimed at helping finance his planned purchase of Twitter Inc.</p><p>Tesla did not immediately respond to a Reuters request for comment.</p><p>Musk offloaded the shares between Aug. 5 and Aug.9, according to the filings. After the latest stock sale, he now owns 155.04 million shares in Tesla.</p><p>Tesla shares have risen nearly 15% since the automaker reported better-than-expected earnings on July 20, also helped by the Biden administration&#39;s climate bill that aims to lift the cap on tax credits for electric vehicles.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2258257550","content_text":"Aug 9 (Reuters) - Tesla Inc Chief Executive Officer Elon Musk has sold 7.92 million shares in the electric vehicle maker worth $6.9 billion, securities filings showed on Tuesday.Musk said in April \"no further TSLA sales planned,\" after he sold $8.5 billion worth of Tesla shares - sales likely aimed at helping finance his planned purchase of Twitter Inc.Tesla did not immediately respond to a Reuters request for comment.Musk offloaded the shares between Aug. 5 and Aug.9, according to the filings. After the latest stock sale, he now owns 155.04 million shares in Tesla.Tesla shares have risen nearly 15% since the automaker reported better-than-expected earnings on July 20, also helped by the Biden administration's climate bill that aims to lift the cap on tax credits for electric vehicles.","news_type":1},"isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904866037,"gmtCreate":1660019892731,"gmtModify":1703477059223,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"Seems like the short lived&nbsp;rally in March replaying again.&nbsp;[Happy]&nbsp;","listText":"Seems like the short lived&nbsp;rally in March replaying again.&nbsp;[Happy]&nbsp;","text":"Seems like the short lived rally in March replaying again. [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904866037","repostId":"1157701687","repostType":4,"repost":{"id":"1157701687","kind":"news","pubTimestamp":1660017678,"share":"https://ttm.financial/m/news/1157701687?lang=&edition=fundamental","pubTime":"2022-08-09 12:01","market":"us","language":"en","title":"4 Positives for Tech Stocks Right Now...and 4 Reasons to Be Cautious","url":"https://stock-news.laohu8.com/highlight/detail?id=1157701687","media":"RealMoney","summary":"While earnings season and lower commodity prices have cheered tech investors, the Fed's stance and r","content":"<html><head></head><body><p>While earnings season and lower commodity prices have cheered tech investors, the Fed&#39;s stance and recent speculative behavior provide reasons for concern.</p><p>With the Nasdaq now up nearly 20% from its June low -- and many high-beta growth stocks up a lot more than that -- some issues that could be considered priced in for many stocks a couple months ago perhaps can&#39;t be anymore.</p><p>As a result, while the long-term risk/rewards for <i>some</i> tech stocks still don&#39;t look bad, I think (speaking as someone who was cautiously optimistic about the tech sector as it got clobbered in May and June) there&#39;s a stronger argument now for tech investors having some meaningful shorts/hedges to complement their long positions.</p><p>Here&#39;s a look at a few positives that currently exist for the tech sector, along with a look at a few things that provide reasons for concern.</p><p><b>Positives for the Tech Sector:</b></p><p><b>1. Earnings Season Has Been Better Than Feared for Tech</b></p><p>While Meta Platforms (META)  underwhelmed, the other big-5 U.S. tech giants -- Apple (AAPL) , Amazon.com (AMZN) , Microsoft  (MSFT) and Alphabet (GOOGL) -- have posted numbers that on the whole topped investor expectations, even if not all of their figures beat consensus analyst estimates.</p><p>In addition, earnings season has seen better-than-feared numbers -- in some cases,<i>much</i>better than feared -- from prominent/beaten-down Internet companies such as Netflix (NFLX) , Uber (UBER) and PayPal (PYPL) , as well as from a wide array of chip developers, chip equipment makers and enterprise software firms.</p><p>It still hasn&#39;t been hard to find disappointing results and/or guidance from well-known tech companies (more on that shortly). But it&#39;s fair to say that spending trends in fields such as e-commerce, high-end smartphones, cloud software, public cloud services, chip manufacturing equipment and automotive and cloud chip markets are thus far proving more resilient than what many of those who were panic-selling tech stocks in May and June feared.</p><p><b>2. Prices for Oil and Other Key Commodities Have Tumbled</b></p><p>While recent drops in oil/gasoline prices have naturally gotten the most attention, prices for many other important commodities, including wheat, copper, steel and aluminum, are also now well below the highs they set earlier this year. Also, freight shipping prices (though still above pre-Covid levels) have generally come down a lot from their 2021 and early-2022 highs.</p><p>The impact of lower commodity and freight prices should make itself felt in upcoming inflation data, starting with the July CPI report (due on Wednesday morning). Moreover, there&#39;s a lot of evidence that oil price swings have an outsized impact on inflation expectations and consumer sentiment, in both directions.</p><p><b>3.</b> <b>Consumer Spending and Jobs Data Still Looks Pretty Healthy</b></p><p>Banks and payment networks reporting this earnings season have signaled that consumer spending and balance sheets remain strong, outside of some pressures among lower-income cohorts. And such commentary aligns with more recent card-spending data that points to continued strength in various discretionary spending fields, albeit with a shift in spending towards services and away from home goods.</p><p>Meanwhile, the July non-farm payrolls report suggests the labor market remains pretty tight, in spite of the layoff announcements that have happened in tech and a handful of other sectors. Low unemployment and high wage growth not only directly bolster consumer spending, but do so indirectly by making workers less worried about their job security (or barring that, confident in their ability to find new work should they be laid off).</p><p><b>4. Some Valuations Still Aren&#39;t High By Historical Standards</b></p><p>Alphabet can still be had for a forward P/E (22) less than what it generally traded for from 2017 to 2019. Many quality chip developers and equipment makers, including a slew of firms that recently posted reassuring earnings reports, still carry forward P/Es in the mid-teens or lower. And though some high-growth cloud software firms carry steep valuations, others can still be had for forwardEV/salesmultiples ranging between 4 and 7 (equal to or less than what they were often valued at in the late 2010s).</p><p>Potential estimate cuts admittedly need to be taken into account when gauging tech valuations. And so does the fact that yields for long-dated Treasuries (and with them, the discount rates that are applied to future cash flows) are now well above where they stood a year ago. But all the same, valuations remain fairly reasonable for many well-known tech companies, provided one is confident we aren&#39;t about to head into a major recession.</p><p><b>Things to Be Concerned About:</b></p><p><b>1. The Fed Is Showing No Signs of Backing Down</b></p><p>As equities and bonds alike have rallied in recent weeks,one Fed member after another has signaled that Jerome Powell &amp; Co. plan to maintain a fairly hawkish stance through year&#39;s end and potentially beyond, given that inflation for now remains well above the Fed&#39;s official, 2% target.</p><p>It&#39;s not just rate hikes (and their attendant effects on economic activity and yields/discount rates) that investors need to account for here:The Fed&#39;s plans to shrink the size of its balance sheet (i.e. quantitative tightening, or QT) stands to both drain liquidity from financial markets that have gorged on it in recent years, as well as create additional upward pressure for long yields. Moreover, the resilience of consumer spending, labor markets and equities/risk assets in recent months likely makes the Fed less squeamish about continuing its present course (it&#39;s safe to assume the proverbial &#34;Fed put&#34; resides at market levels well below current ones).</p><p><b>2. Inflation Is Still Pretty High in Some Areas</b></p><p>Recent drops in commodity and freight prices are good news inflation-wise, and so are efforts by retailers to unload excess inventories of goods that had seen pandemic-driven demand spikes. But labor and services inflation aren&#39;t showing much sign of abating. And in some other fields, such as housing and autos, some recent easing of inflationary pressures doesn&#39;t change the fact that prices are generally well above where they stood a couple years ago.</p><p>The upshot: It will probably take more than lower oil/commodity and freight prices to get inflation in the ballpark of 2% anytime soon. And the Fed is undoubtedly aware of this...as well as of how rebounding stock prices and some recent easing of financial conditions could lead inflation to reignite a bit.</p><p><b>3. Many Investors Have Been Returning to Their Bad 2020/2021 Habits</b></p><p>Those hoping the bloodletting that happened from November to June would lead growth investors to be more mindful of valuations when buying in the future have to be disappointed by July&#39;s market action. In spite of higher yields and a tightening Fed, many of the tech sector&#39;s biggest gainers in recent trading days have been companies that still sport high multiples and in many cases are also still a ways away from turning profitable.</p><p>SaaS stocks trading for more than 15 times their forward EV/sales multiples have often outperformed peers that are growing nearly as fast but carry multiples more than 50% lower. And a wide gamut of speculative and highly unprofitable firms, including various SPACs and EV/clean energy plays, have also posted big gains.</p><p>What&#39;s more, meme-stock traders have regained some of their gambling appetite, as the recent craziness surrounding AMTD Digital  (HKD) drives home. And to an extent, so have crypto traders.</p><p>To be fair, short-squeezes have undoubtedly given a boost to some speculative plays. And it&#39;s also quite possible that some of the growth funds that got burned earlier this year and were subsequentlyscared into sellingare now chasing high-multiple growth stocks higher in a desperate attempt to pare their 2022 losses. But either way, a lot of the recent action in high-beta risk assets suggests the market will be delivering more hard lessons to speculators and valuation-indifferent growth investors before the dust settles.</p><p><b>4. &#39;Better Than Feared&#39; Tech Demand Trends Doesn&#39;t Mean &#39;As Good as in 2021&#39;</b></p><p>For all the reassuring disclosures made thus far by tech companies during earnings season, it&#39;s still a stretch to say that business conditions for the sector are as healthy as they were 6-to-12 months ago.</p><p>Many consumer hardware markets (PCs, home electronics, graphics cards, low-end smartphones) have weakened due to both macro pressures and consumer spending shifting towards services, and there are also some initial signs of softening enterprise hardware demand. Online ad spend is clearly under pressure -- particularly sales of brand ads and mobile app install ads. And while many cloud software and services firms continue seeing brisk growth, their earnings calls are rife with comments about lengthening deal cycles and slowing activity among certain types of clients (SMBs, retailers, etc.).</p><p>What&#39;s more, a strong dollar has become a big top-line headwind for many U.S. multinationals. And though consumer and corporate spending still don&#39;t look bad overall in the U.S., they appear to be a little shakier in Europe. While the sky isn&#39;t falling for the tech sector, it&#39;s not perfectly sunny right now either.</p></body></html>","source":"lsy1619508253632","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>4 Positives for Tech Stocks Right Now...and 4 Reasons to Be Cautious</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\">\n4 Positives for Tech Stocks Right Now...and 4 Reasons to Be Cautious\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-09 12:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://realmoney.thestreet.com/investing/technology/4-positives-for-tech-stocks-right-now-and-4-reasons-to-be-cautious-16070906><strong>RealMoney</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While earnings season and lower commodity prices have cheered tech investors, the Fed's stance and recent speculative behavior provide reasons for concern.With the Nasdaq now up nearly 20% from its ...</p>\n\n<a href=\"https://realmoney.thestreet.com/investing/technology/4-positives-for-tech-stocks-right-now-and-4-reasons-to-be-cautious-16070906\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果",".DJI":"道琼斯","PYPL":"PayPal","MSFT":"微软","GOOGL":"谷歌A","META":"Meta Platforms, Inc.",".IXIC":"NASDAQ Composite","AMZN":"亚马逊",".SPX":"S&P 500 Index","NFLX":"奈飞","UBER":"优步","HKD":"尚乘数科"},"source_url":"https://realmoney.thestreet.com/investing/technology/4-positives-for-tech-stocks-right-now-and-4-reasons-to-be-cautious-16070906","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157701687","content_text":"While earnings season and lower commodity prices have cheered tech investors, the Fed's stance and recent speculative behavior provide reasons for concern.With the Nasdaq now up nearly 20% from its June low -- and many high-beta growth stocks up a lot more than that -- some issues that could be considered priced in for many stocks a couple months ago perhaps can't be anymore.As a result, while the long-term risk/rewards for some tech stocks still don't look bad, I think (speaking as someone who was cautiously optimistic about the tech sector as it got clobbered in May and June) there's a stronger argument now for tech investors having some meaningful shorts/hedges to complement their long positions.Here's a look at a few positives that currently exist for the tech sector, along with a look at a few things that provide reasons for concern.Positives for the Tech Sector:1. Earnings Season Has Been Better Than Feared for TechWhile Meta Platforms (META)  underwhelmed, the other big-5 U.S. tech giants -- Apple (AAPL) , Amazon.com (AMZN) , Microsoft  (MSFT) and Alphabet (GOOGL) -- have posted numbers that on the whole topped investor expectations, even if not all of their figures beat consensus analyst estimates.In addition, earnings season has seen better-than-feared numbers -- in some cases,muchbetter than feared -- from prominent/beaten-down Internet companies such as Netflix (NFLX) , Uber (UBER) and PayPal (PYPL) , as well as from a wide array of chip developers, chip equipment makers and enterprise software firms.It still hasn't been hard to find disappointing results and/or guidance from well-known tech companies (more on that shortly). But it's fair to say that spending trends in fields such as e-commerce, high-end smartphones, cloud software, public cloud services, chip manufacturing equipment and automotive and cloud chip markets are thus far proving more resilient than what many of those who were panic-selling tech stocks in May and June feared.2. Prices for Oil and Other Key Commodities Have TumbledWhile recent drops in oil/gasoline prices have naturally gotten the most attention, prices for many other important commodities, including wheat, copper, steel and aluminum, are also now well below the highs they set earlier this year. Also, freight shipping prices (though still above pre-Covid levels) have generally come down a lot from their 2021 and early-2022 highs.The impact of lower commodity and freight prices should make itself felt in upcoming inflation data, starting with the July CPI report (due on Wednesday morning). Moreover, there's a lot of evidence that oil price swings have an outsized impact on inflation expectations and consumer sentiment, in both directions.3. Consumer Spending and Jobs Data Still Looks Pretty HealthyBanks and payment networks reporting this earnings season have signaled that consumer spending and balance sheets remain strong, outside of some pressures among lower-income cohorts. And such commentary aligns with more recent card-spending data that points to continued strength in various discretionary spending fields, albeit with a shift in spending towards services and away from home goods.Meanwhile, the July non-farm payrolls report suggests the labor market remains pretty tight, in spite of the layoff announcements that have happened in tech and a handful of other sectors. Low unemployment and high wage growth not only directly bolster consumer spending, but do so indirectly by making workers less worried about their job security (or barring that, confident in their ability to find new work should they be laid off).4. Some Valuations Still Aren't High By Historical StandardsAlphabet can still be had for a forward P/E (22) less than what it generally traded for from 2017 to 2019. Many quality chip developers and equipment makers, including a slew of firms that recently posted reassuring earnings reports, still carry forward P/Es in the mid-teens or lower. And though some high-growth cloud software firms carry steep valuations, others can still be had for forwardEV/salesmultiples ranging between 4 and 7 (equal to or less than what they were often valued at in the late 2010s).Potential estimate cuts admittedly need to be taken into account when gauging tech valuations. And so does the fact that yields for long-dated Treasuries (and with them, the discount rates that are applied to future cash flows) are now well above where they stood a year ago. But all the same, valuations remain fairly reasonable for many well-known tech companies, provided one is confident we aren't about to head into a major recession.Things to Be Concerned About:1. The Fed Is Showing No Signs of Backing DownAs equities and bonds alike have rallied in recent weeks,one Fed member after another has signaled that Jerome Powell & Co. plan to maintain a fairly hawkish stance through year's end and potentially beyond, given that inflation for now remains well above the Fed's official, 2% target.It's not just rate hikes (and their attendant effects on economic activity and yields/discount rates) that investors need to account for here:The Fed's plans to shrink the size of its balance sheet (i.e. quantitative tightening, or QT) stands to both drain liquidity from financial markets that have gorged on it in recent years, as well as create additional upward pressure for long yields. Moreover, the resilience of consumer spending, labor markets and equities/risk assets in recent months likely makes the Fed less squeamish about continuing its present course (it's safe to assume the proverbial \"Fed put\" resides at market levels well below current ones).2. Inflation Is Still Pretty High in Some AreasRecent drops in commodity and freight prices are good news inflation-wise, and so are efforts by retailers to unload excess inventories of goods that had seen pandemic-driven demand spikes. But labor and services inflation aren't showing much sign of abating. And in some other fields, such as housing and autos, some recent easing of inflationary pressures doesn't change the fact that prices are generally well above where they stood a couple years ago.The upshot: It will probably take more than lower oil/commodity and freight prices to get inflation in the ballpark of 2% anytime soon. And the Fed is undoubtedly aware of this...as well as of how rebounding stock prices and some recent easing of financial conditions could lead inflation to reignite a bit.3. Many Investors Have Been Returning to Their Bad 2020/2021 HabitsThose hoping the bloodletting that happened from November to June would lead growth investors to be more mindful of valuations when buying in the future have to be disappointed by July's market action. In spite of higher yields and a tightening Fed, many of the tech sector's biggest gainers in recent trading days have been companies that still sport high multiples and in many cases are also still a ways away from turning profitable.SaaS stocks trading for more than 15 times their forward EV/sales multiples have often outperformed peers that are growing nearly as fast but carry multiples more than 50% lower. And a wide gamut of speculative and highly unprofitable firms, including various SPACs and EV/clean energy plays, have also posted big gains.What's more, meme-stock traders have regained some of their gambling appetite, as the recent craziness surrounding AMTD Digital  (HKD) drives home. And to an extent, so have crypto traders.To be fair, short-squeezes have undoubtedly given a boost to some speculative plays. And it's also quite possible that some of the growth funds that got burned earlier this year and were subsequentlyscared into sellingare now chasing high-multiple growth stocks higher in a desperate attempt to pare their 2022 losses. But either way, a lot of the recent action in high-beta risk assets suggests the market will be delivering more hard lessons to speculators and valuation-indifferent growth investors before the dust settles.4. 'Better Than Feared' Tech Demand Trends Doesn't Mean 'As Good as in 2021'For all the reassuring disclosures made thus far by tech companies during earnings season, it's still a stretch to say that business conditions for the sector are as healthy as they were 6-to-12 months ago.Many consumer hardware markets (PCs, home electronics, graphics cards, low-end smartphones) have weakened due to both macro pressures and consumer spending shifting towards services, and there are also some initial signs of softening enterprise hardware demand. Online ad spend is clearly under pressure -- particularly sales of brand ads and mobile app install ads. And while many cloud software and services firms continue seeing brisk growth, their earnings calls are rife with comments about lengthening deal cycles and slowing activity among certain types of clients (SMBs, retailers, etc.).What's more, a strong dollar has become a big top-line headwind for many U.S. multinationals. And though consumer and corporate spending still don't look bad overall in the U.S., they appear to be a little shakier in Europe. While the sky isn't falling for the tech sector, it's not perfectly sunny right now either.","news_type":1},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905148814,"gmtCreate":1659841874840,"gmtModify":1703766999622,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"Sad news for those who bought above $62.[Happy]&nbsp;[Happy]&nbsp;","listText":"Sad news for those who bought above $62.[Happy]&nbsp;[Happy]&nbsp;","text":"Sad news for those who bought above $62.[Happy] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905148814","repostId":"2257611395","repostType":4,"repost":{"id":"2257611395","kind":"highlight","pubTimestamp":1659840526,"share":"https://ttm.financial/m/news/2257611395?lang=&edition=fundamental","pubTime":"2022-08-07 10:48","market":"us","language":"en","title":"Is Amazon Stock a Buy After Agreeing to Buy iRobot at a 22% Premium?","url":"https://stock-news.laohu8.com/highlight/detail?id=2257611395","media":"Motley Fool","summary":"iRobot's business is struggling in 2022, likely motivating management to sell to the stronger company.","content":"<html><head></head><body><p>On Aug. 5, <b>Amazon</b> announced it was buying <b>iRobot</b>, which makes robotic vacuum cleaners including the Roomba, for $61 per share in an all-cash deal -- a 22% premium to where iRobot stock traded at the time. This acquisition news understandably overshadowed the release of iRobot&#39;s financial results for the second quarter of 2022. However, considering Q2 showed a sharp drop in revenue and profitability, perhaps this explains why iRobot is selling to Amazon at this time.</p><p>For iRobot shareholders, this is likely a disappointing finale for a stock that had so much promise, although its slight buyout premium is welcome. For Amazon, the acquisition makes a lot of sense even though it likely won&#39;t move the needle. Here&#39;s why.</p><h2>What this means for iRobot shareholders</h2><p>In Q2, iRobot&#39;s revenue was down 30% year over year. Considering its flagship Roomba product line occupies the premium end of the robotic vacuum market, it&#39;s possible that consumer demand plummeted due to inflation. The company&#39;s management said retailers unexpectedly canceled orders in Q2, leading to a sharp buildup of inventory and resulting in a hefty $64 million operating loss.</p><p>Perhaps it was this slowing consumer demand that compelled iRobot to sell to Amazon at this time. Whatever the reason, it&#39;s disappointing the stock didn&#39;t perform better over its life as an independent public company.</p><p>iRobot had its initial public offering (IPO) nearly 17 years ago at $24 per share. Therefore, the $61-per-share buyout by Amazon means the stock will finish its public life up about 150%. Unfortunately for shareholders, the <b>S&amp;P 500</b> is up around 240% since iRobot went public, meaning this was a market-losing investment for many.</p><p>I don&#39;t expect many changes to the Roomba experience now that Amazon owns iRobot. Roomba already had integrations with Amazon&#39;s Alexa and responded to several voice commands. Moreover, there will be continuity at iRobot. Founder and CEO Colin Angle will remain in his CEO position after the acquisition, according to today&#39;s official press release.</p><p>As of this writing, iRobot stock trades about 2.5% below Amazon&#39;s offer price. If you&#39;re looking for a low-risk way to make 2.5%, it&#39;s an arbitrage opportunity. However, for me personally, I plan to sell my iRobot shares as soon as the Motley Fool&#39;s disclosure policy allows and deploy that money elsewhere.</p><h2>What this means for Amazon stock</h2><p>Amazon wants to dominate the smart-home space and recently began pushing into consumer robotics. Late in 2021, Amazon announced its Astro product, a robot that can move around spaces and perform functions like playing music, monitoring your home, and making video calls.</p><p>Right now, Astro is available by invitation only, suggesting Amazon is still working out some kinks. And maybe that&#39;s why Amazon wants iRobot. iRobot&#39;s home-mapping abilities are impressive, built on years of experience. Perhaps Amazon will incorporate this technology into its Astro products, which would likely make it a better product.</p><p>However, let&#39;s be clear: The acquisition of iRobot won&#39;t move the needle for Amazon&#39;s shareholders. The acquisition price is almost a rounding error for Amazon. It has over $60 billion in cash, cash equivalents, and marketable securities as of the end of the second quarter of 2022. And it generated nearly $36 billion in cash from operations over the last 12 months. Therefore, the money it&#39;s spending on iRobot is trivial.</p><p>Moreover, iRobot has generated $547 million in revenue through the first two quarters of 2022. By comparison, Amazon has generated $238 <i>billion</i> over this time. In other words, iRobot&#39;s contribution to Amazon&#39;s business will go unnoticed due to Amazon&#39;s size.</p><p>Finally, Amazon&#39;s moneymaker isn&#39;t consumer products, it&#39;s Amazon Web Services (AWS). So far in 2022, Amazon&#39;s North America and international business segments have operating losses of $2.2 billion and $3 billion respectively. By contrast, AWS has an operating profit of $12.2 billion over this time.</p><p>To be clear, I would not buy Amazon stock today because of its acquisition of iRobot. Sure, the acquisition could improve Amazon&#39;s offerings in the smart-home space, but the impact of the acquisition will likely be inconsequential when considering the size of the entire business.</p><p>That said, I do believe Amazon is a stock worth buying today because of AWS. In the first half of 2022, AWS segment revenue was almost $38.2 billion and up 35% compared to the same period of 2021 -- impressive for a business of its size. Moreover, it shows no sign of hitting a growth ceiling anytime soon and it&#39;s spitting out tons of cash flow. That&#39;s something that can work in investors&#39; favor the longer they hold. And that&#39;s why I plan to hold my Amazon stock for years to come.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Amazon Stock a Buy After Agreeing to Buy iRobot at a 22% Premium?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Amazon Stock a Buy After Agreeing to Buy iRobot at a 22% Premium?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-07 10:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/05/is-amazon-stock-a-buy-irobot-stock-premium/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>On Aug. 5, Amazon announced it was buying iRobot, which makes robotic vacuum cleaners including the Roomba, for $61 per share in an all-cash deal -- a 22% premium to where iRobot stock traded at the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/05/is-amazon-stock-a-buy-irobot-stock-premium/\">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","IRBT":"iRobot Corp."},"source_url":"https://www.fool.com/investing/2022/08/05/is-amazon-stock-a-buy-irobot-stock-premium/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2257611395","content_text":"On Aug. 5, Amazon announced it was buying iRobot, which makes robotic vacuum cleaners including the Roomba, for $61 per share in an all-cash deal -- a 22% premium to where iRobot stock traded at the time. This acquisition news understandably overshadowed the release of iRobot's financial results for the second quarter of 2022. However, considering Q2 showed a sharp drop in revenue and profitability, perhaps this explains why iRobot is selling to Amazon at this time.For iRobot shareholders, this is likely a disappointing finale for a stock that had so much promise, although its slight buyout premium is welcome. For Amazon, the acquisition makes a lot of sense even though it likely won't move the needle. Here's why.What this means for iRobot shareholdersIn Q2, iRobot's revenue was down 30% year over year. Considering its flagship Roomba product line occupies the premium end of the robotic vacuum market, it's possible that consumer demand plummeted due to inflation. The company's management said retailers unexpectedly canceled orders in Q2, leading to a sharp buildup of inventory and resulting in a hefty $64 million operating loss.Perhaps it was this slowing consumer demand that compelled iRobot to sell to Amazon at this time. Whatever the reason, it's disappointing the stock didn't perform better over its life as an independent public company.iRobot had its initial public offering (IPO) nearly 17 years ago at $24 per share. Therefore, the $61-per-share buyout by Amazon means the stock will finish its public life up about 150%. Unfortunately for shareholders, the S&P 500 is up around 240% since iRobot went public, meaning this was a market-losing investment for many.I don't expect many changes to the Roomba experience now that Amazon owns iRobot. Roomba already had integrations with Amazon's Alexa and responded to several voice commands. Moreover, there will be continuity at iRobot. Founder and CEO Colin Angle will remain in his CEO position after the acquisition, according to today's official press release.As of this writing, iRobot stock trades about 2.5% below Amazon's offer price. If you're looking for a low-risk way to make 2.5%, it's an arbitrage opportunity. However, for me personally, I plan to sell my iRobot shares as soon as the Motley Fool's disclosure policy allows and deploy that money elsewhere.What this means for Amazon stockAmazon wants to dominate the smart-home space and recently began pushing into consumer robotics. Late in 2021, Amazon announced its Astro product, a robot that can move around spaces and perform functions like playing music, monitoring your home, and making video calls.Right now, Astro is available by invitation only, suggesting Amazon is still working out some kinks. And maybe that's why Amazon wants iRobot. iRobot's home-mapping abilities are impressive, built on years of experience. Perhaps Amazon will incorporate this technology into its Astro products, which would likely make it a better product.However, let's be clear: The acquisition of iRobot won't move the needle for Amazon's shareholders. The acquisition price is almost a rounding error for Amazon. It has over $60 billion in cash, cash equivalents, and marketable securities as of the end of the second quarter of 2022. And it generated nearly $36 billion in cash from operations over the last 12 months. Therefore, the money it's spending on iRobot is trivial.Moreover, iRobot has generated $547 million in revenue through the first two quarters of 2022. By comparison, Amazon has generated $238 billion over this time. In other words, iRobot's contribution to Amazon's business will go unnoticed due to Amazon's size.Finally, Amazon's moneymaker isn't consumer products, it's Amazon Web Services (AWS). So far in 2022, Amazon's North America and international business segments have operating losses of $2.2 billion and $3 billion respectively. By contrast, AWS has an operating profit of $12.2 billion over this time.To be clear, I would not buy Amazon stock today because of its acquisition of iRobot. Sure, the acquisition could improve Amazon's offerings in the smart-home space, but the impact of the acquisition will likely be inconsequential when considering the size of the entire business.That said, I do believe Amazon is a stock worth buying today because of AWS. In the first half of 2022, AWS segment revenue was almost $38.2 billion and up 35% compared to the same period of 2021 -- impressive for a business of its size. Moreover, it shows no sign of hitting a growth ceiling anytime soon and it's spitting out tons of cash flow. That's something that can work in investors' favor the longer they hold. And that's why I plan to hold my Amazon stock for years to come.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906461394,"gmtCreate":1659578931320,"gmtModify":1705981845017,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"Finally someone said something that makes sense.&nbsp;[Happy]&nbsp;","listText":"Finally someone said something that makes sense.&nbsp;[Happy]&nbsp;","text":"Finally someone said something that makes sense. [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906461394","repostId":"1125114842","repostType":4,"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906189107,"gmtCreate":1659495709528,"gmtModify":1705981008066,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"We focus on technicals, not geopolitical news.&nbsp;[Happy]&nbsp;","listText":"We focus on technicals, not geopolitical news.&nbsp;[Happy]&nbsp;","text":"We focus on technicals, not geopolitical news. [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906189107","repostId":"1143030449","repostType":4,"repost":{"id":"1143030449","kind":"news","pubTimestamp":1659493884,"share":"https://ttm.financial/m/news/1143030449?lang=&edition=fundamental","pubTime":"2022-08-03 10:31","market":"hk","language":"en","title":"Alibaba, JD Surge Over 3% As Earnings Come Into Focus: Hong Kong Traders Shrug Off Geopolitical Tensions","url":"https://stock-news.laohu8.com/highlight/detail?id=1143030449","media":"Benzinga","summary":"ZINGER KEY POINTSAnalysts expect a rise in Hong Kong’s prime lending rate as early as this monthShar","content":"<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>Analysts expect a rise in Hong Kong’s prime lending rate as early as this month</li><li>Shares of Alibaba and Baidu rise over 3%</li></ul><p>Shares of Alibaba and JD.com rose over 3% in Wednesday morning opening trade, with Hong Kong’s benchmark Hang Seng Index also beginning on a positive note, gaining 0.91%. Alibaba is set to release its June-quarter earnings on Thursday.</p><p><b>Macro News:</b> Hong Kong’s new leader <b>John Lee</b> has got the joint-lowest popularity rating immediately post taking office as compared to his predecessors, according to a poll. <b>Hong Kong Public Opinion Research Institute</b> conducted a survey which found that Lee has a popularity rating of 53.8 marks in his first week in office, while 12% of respondents gave him a zero, the Hong Kong Free Press Journal reported.</p><p>Analysts are expecting a rise in Hong Kong’s prime lending rate as early as this month as a key indicator of banking liquidity continues to fall, reported South China Morning Post.</p><p><b>Company News</b>: Alibaba, Tencent and Baidu are expected to post a decline in their revenues for the June quarter, as per a Bloomberg report.</p><p><b>Tesla Inc</b> rival <b>XPeng Motors</b> has built China&#39;s largest self-driving computing center named &#34;<b>Fuyao</b>&#34; for self-driving model training, in Ulanqab, Inner Mongolia, reported CnEVPost.</p><p>With Nio vehicles set to hit the roads in Germany, Denmark, Sweden and the Netherlands soon, users in these countries can start registering on the app, reported CnEVPost.</p><p><b>Global Markets:</b> U.S. markets fell on Tuesday. The Dow Jones Industrial Average fell 1.23%, the S&amp;P 500 shed 0.67%, while the Nasdaq was down 0.16%.</p><p>Elsewhere in Asia, Australia’s ASX 200 traded 0.51% lower, Japan’s Nikkei 225 was up by 0.5%, while the South Korean Kospi rose 0.32%. China’s Shanghai Composite index was up 0.68%.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba, JD Surge Over 3% As Earnings Come Into Focus: Hong Kong Traders Shrug Off Geopolitical Tensions</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, JD Surge Over 3% As Earnings Come Into Focus: Hong Kong Traders Shrug Off Geopolitical Tensions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-03 10:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/asia/22/08/28323905/alibaba-jd-com-surge-over-3-hang-seng-opens-in-the-green-despite-pelosi-visit-tensions><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSAnalysts expect a rise in Hong Kong’s prime lending rate as early as this monthShares of Alibaba and Baidu rise over 3%Shares of Alibaba and JD.com rose over 3% in Wednesday morning ...</p>\n\n<a href=\"https://www.benzinga.com/markets/asia/22/08/28323905/alibaba-jd-com-surge-over-3-hang-seng-opens-in-the-green-despite-pelosi-visit-tensions\">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","09888":"百度集团-SW"},"source_url":"https://www.benzinga.com/markets/asia/22/08/28323905/alibaba-jd-com-surge-over-3-hang-seng-opens-in-the-green-despite-pelosi-visit-tensions","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143030449","content_text":"ZINGER KEY POINTSAnalysts expect a rise in Hong Kong’s prime lending rate as early as this monthShares of Alibaba and Baidu rise over 3%Shares of Alibaba and JD.com rose over 3% in Wednesday morning opening trade, with Hong Kong’s benchmark Hang Seng Index also beginning on a positive note, gaining 0.91%. Alibaba is set to release its June-quarter earnings on Thursday.Macro News: Hong Kong’s new leader John Lee has got the joint-lowest popularity rating immediately post taking office as compared to his predecessors, according to a poll. Hong Kong Public Opinion Research Institute conducted a survey which found that Lee has a popularity rating of 53.8 marks in his first week in office, while 12% of respondents gave him a zero, the Hong Kong Free Press Journal reported.Analysts are expecting a rise in Hong Kong’s prime lending rate as early as this month as a key indicator of banking liquidity continues to fall, reported South China Morning Post.Company News: Alibaba, Tencent and Baidu are expected to post a decline in their revenues for the June quarter, as per a Bloomberg report.Tesla Inc rival XPeng Motors has built China's largest self-driving computing center named \"Fuyao\" for self-driving model training, in Ulanqab, Inner Mongolia, reported CnEVPost.With Nio vehicles set to hit the roads in Germany, Denmark, Sweden and the Netherlands soon, users in these countries can start registering on the app, reported CnEVPost.Global Markets: U.S. markets fell on Tuesday. The Dow Jones Industrial Average fell 1.23%, the S&P 500 shed 0.67%, while the Nasdaq was down 0.16%.Elsewhere in Asia, Australia’s ASX 200 traded 0.51% lower, Japan’s Nikkei 225 was up by 0.5%, while the South Korean Kospi rose 0.32%. China’s Shanghai Composite index was up 0.68%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9020536171,"gmtCreate":1652664455194,"gmtModify":1676535135645,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"title":"Earnings Season:  Is Apple Still Worth Investing?","htmlText":"Over the past few months, Apple has seen its share price decline from the all time high of $182 in Jan to $138.80 on 12th May. The dip has been largely attributed to macroeconomic factors such as soaring high inflation, supply chain disruptions, as well as fears induced by the broader market sell off. Given these challenging situations and headwinds, is Apple stock still worth investing in?To answer these questions, I decided to look back at the 7 steps that I learnt about value momentum investing Does the business have consistently increasing sales, net income and cash flow from operations Positive Growth Rate Sustainable Economic Moat/ Competitive Advantage Consistently high return on equity Conservative debt Is the price below/near intrinsic value? Is it a great point of entry? Consiste","listText":"Over the past few months, Apple has seen its share price decline from the all time high of $182 in Jan to $138.80 on 12th May. The dip has been largely attributed to macroeconomic factors such as soaring high inflation, supply chain disruptions, as well as fears induced by the broader market sell off. Given these challenging situations and headwinds, is Apple stock still worth investing in?To answer these questions, I decided to look back at the 7 steps that I learnt about value momentum investing Does the business have consistently increasing sales, net income and cash flow from operations Positive Growth Rate Sustainable Economic Moat/ Competitive Advantage Consistently high return on equity Conservative debt Is the price below/near intrinsic value? Is it a great point of entry? Consiste","text":"Over the past few months, Apple has seen its share price decline from the all time high of $182 in Jan to $138.80 on 12th May. The dip has been largely attributed to macroeconomic factors such as soaring high inflation, supply chain disruptions, as well as fears induced by the broader market sell off. Given these challenging situations and headwinds, is Apple stock still worth investing in?To answer these questions, I decided to look back at the 7 steps that I learnt about value momentum investing Does the business have consistently increasing sales, net income and cash flow from operations Positive Growth Rate Sustainable Economic Moat/ Competitive Advantage Consistently high return on equity Conservative debt Is the price below/near intrinsic value? Is it a great point of entry? Consiste","images":[{"img":"https://community-static.tradeup.com/news/9138de692202ccb6c860f3fcbccfa58b","width":"632","height":"226"},{"img":"https://community-static.tradeup.com/news/a8947a35c0cfb14217dff15e0e1d57a4","width":"550","height":"335"},{"img":"https://community-static.tradeup.com/news/70619b5bcd9358edfc5c05b15e2e71a1","width":"531","height":"296"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":217,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/9020536171","isVote":1,"tweetType":1,"viewCount":4897,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4089383263572750","authorId":"4089383263572750","name":"Kabanotolog","avatar":"https://static.tigerbbs.com/cf3721fbe0f09be13a2cdedc9944e09c","crmLevel":2,"crmLevelSwitch":0,"idStr":"4089383263572750","authorIdStr":"4089383263572750"},"content":"apple очень хорош","text":"apple очень хорош","html":"apple очень хорош"}],"imageCount":5,"langContent":"EN","totalScore":0},{"id":9058822953,"gmtCreate":1654822841072,"gmtModify":1676535517167,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$</a>Why is this company giving such a huge amount of dividend? Would appreciate if anyone provides insights about it.&nbsp;[Happy]&nbsp;[Happy]&nbsp;","listText":"<a href=\"https://ttm.financial/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$</a>Why is this company giving such a huge amount of dividend? Would appreciate if anyone provides insights about it.&nbsp;[Happy]&nbsp;[Happy]&nbsp;","text":"$ZIM Integrated Shipping Services Ltd.(ZIM)$Why is this company giving such a huge amount of dividend? Would appreciate if anyone provides insights about it. [Happy] [Happy]","images":[{"img":"https://community-static.tradeup.com/news/a9bd13d5ace2676beb20d40071647fbd","width":"1080","height":"3716"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":100,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058822953","isVote":1,"tweetType":1,"viewCount":2850,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577965120664925","authorId":"3577965120664925","name":"SR050321","avatar":"https://community-static.tradeup.com/news/7a02781de36c0ac0f4851adb1cee54ff","crmLevel":2,"crmLevelSwitch":0,"idStr":"3577965120664925","authorIdStr":"3577965120664925"},"content":"You see their EPS $40, give investor $20 is small for them, of course investor must understand in downturn dividend may reduce, price dip alot click on the news tab","text":"You see their EPS $40, give investor $20 is small for them, of course investor must understand in downturn dividend may reduce, price dip alot click on the news tab","html":"You see their EPS $40, give investor $20 is small for them, of course investor must understand in downturn dividend may reduce, price dip alot click on the news tab"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9054729758,"gmtCreate":1655428673974,"gmtModify":1676535637600,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a>Reducing unnecessary expenses by separating the needs and wants.&nbsp;[Happy]&nbsp;Save more money and invest in companies that can grow their businesses in times of inflation. Invest in myself by learning new skill sets. Hope everyone trade safely and invest wisely during this time.&nbsp;[Happy]&nbsp;","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a>Reducing unnecessary expenses by separating the needs and wants.&nbsp;[Happy]&nbsp;Save more money and invest in companies that can grow their businesses in times of inflation. Invest in myself by learning new skill sets. Hope everyone trade safely and invest wisely during this time.&nbsp;[Happy]&nbsp;","text":"$SPDR S&P 500 ETF Trust(SPY)$Reducing unnecessary expenses by separating the needs and wants. [Happy] Save more money and invest in companies that can grow their businesses in times of inflation. Invest in myself by learning new skill sets. Hope everyone trade safely and invest wisely during this time. [Happy]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":66,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/9054729758","isVote":1,"tweetType":1,"viewCount":1525,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000478","authorId":"9000000000000478","name":"Maria_yy","avatar":"https://static.tigerbbs.com/168415c8fa94e7b14ffb415e8098eac9","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000478","authorIdStr":"9000000000000478"},"content":"Nice post, I will share it with others.","text":"Nice post, I will share it with others.","html":"Nice post, I will share it with others."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900966406,"gmtCreate":1658628754505,"gmtModify":1676536184198,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLQ\">$Tesla Motors Bear ETF-AXS(TSLQ)$</a>On my watchlist. Just seeing how high it can go before the stock split.&nbsp;[Happy]&nbsp;[Happy]&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLQ\">$Tesla Motors Bear ETF-AXS(TSLQ)$</a>On my watchlist. Just seeing how high it can go before the stock split.&nbsp;[Happy]&nbsp;[Happy]&nbsp;","text":"$Tesla Motors Bear ETF-AXS(TSLQ)$On my watchlist. Just seeing how high it can go before the stock split. [Happy] [Happy]","images":[{"img":"https://community-static.tradeup.com/news/a27d4fbba61f646bae4bdcbc90f36140","width":"1080","height":"3716"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":54,"commentSize":33,"repostSize":0,"link":"https://ttm.financial/post/9900966406","isVote":1,"tweetType":1,"viewCount":1330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9906194225,"gmtCreate":1659492972169,"gmtModify":1705980971158,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/03067\">$ISHARESHSTECH(03067)$</a>Just bought one lot of shares using the commission rebate&nbsp;today. [Happy]&nbsp;Based on the technical chart, looks like a bullish divergence is forming but have to see how it goes for the following day.","listText":"<a href=\"https://ttm.financial/S/03067\">$ISHARESHSTECH(03067)$</a>Just bought one lot of shares using the commission rebate&nbsp;today. [Happy]&nbsp;Based on the technical chart, looks like a bullish divergence is forming but have to see how it goes for the following day.","text":"$ISHARESHSTECH(03067)$Just bought one lot of shares using the commission rebate today. [Happy] Based on the technical chart, looks like a bullish divergence is forming but have to see how it goes for the following day.","images":[{"img":"https://community-static.tradeup.com/news/aac4c1a1a46a06ac241a9e81f56a6671","width":"1080","height":"3625"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":44,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9906194225","isVote":1,"tweetType":1,"viewCount":1094,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9951436099,"gmtCreate":1673536625712,"gmtModify":1676538852917,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PSQ\">$ProShares Short QQQ(PSQ)$ &nbsp;</a>DCA for a potential breakdown from rally&nbsp;[Happy]&nbsp;Thanks Tiger for the stock vouchers too.","listText":"<a href=\"https://ttm.financial/S/PSQ\">$ProShares Short QQQ(PSQ)$ &nbsp;</a>DCA for a potential breakdown from rally&nbsp;[Happy]&nbsp;Thanks Tiger for the stock vouchers too.","text":"$ProShares Short QQQ(PSQ)$ DCA for a potential breakdown from rally [Happy] Thanks Tiger for the stock vouchers too.","images":[{"img":"https://community-static.tradeup.com/news/211f2ee51eb82313bc581ec5d491e81e","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":20,"commentSize":18,"repostSize":0,"link":"https://ttm.financial/post/9951436099","isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9036785824,"gmtCreate":1647217605871,"gmtModify":1676534203702,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"Thanks for going great lengths to explain the valuation for Palantir. Defence will probably be a growing business in the&nbsp;future, but would like to see greater momentum in the stock before dipping my toes in.&nbsp;[Happy]&nbsp;","listText":"Thanks for going great lengths to explain the valuation for Palantir. Defence will probably be a growing business in the&nbsp;future, but would like to see greater momentum in the stock before dipping my toes in.&nbsp;[Happy]&nbsp;","text":"Thanks for going great lengths to explain the valuation for Palantir. Defence will probably be a growing business in the future, but would like to see greater momentum in the stock before dipping my toes in. [Happy]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036785824","repostId":"2218124887","repostType":2,"repost":{"id":"2218124887","kind":"news","pubTimestamp":1647005400,"share":"https://ttm.financial/m/news/2218124887?lang=&edition=fundamental","pubTime":"2022-03-11 21:30","market":"us","language":"en","title":"War In Ukraine Sparks Defense Spending And Palantir Becomes Mr. Right Place Right Time","url":"https://stock-news.laohu8.com/highlight/detail?id=2218124887","media":"seekingalpha","summary":"Andreas Rentz/Getty Images Entertainment Geopolitical tensions have escalated, and the war in Ukrain","content":"<html><body><p><figure><picture><img height=\"1024px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1338939209/image_1338939209.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1338939209/image_1338939209.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1338939209/image_1338939209.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1338939209/image_1338939209.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1338939209/image_1338939209.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1338939209/image_1338939209.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1338939209/image_1338939209.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1338939209/image_1338939209.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1338939209/image_1338939209.jpg?io=getty-c-w240 240w\" width=\"1536px\"/></picture><figcaption><p>Andreas Rentz/Getty Images Entertainment</p></figcaption></figure></p> <p>Geopolitical tensions have escalated, and the war in Ukraine has created devastating ramifications. While my heart breaks for the citizens of Ukraine during their darkest hours, the current situation illuminates how important Palantir (PLTR) is to America and its allies. While PLTR was founded in Silicon Valley, its corporate values and commitments to America's security are drastically different than other software companies. Many within the sector and from the outside looking in have politicized PLTR as projects aligned with America's defense and intelligence agencies have been portrayed as controversial. It's abundantly clear that evil and terror still exist, and the thought of attaining a utopian society is unattainable. While the world is an imperfect place, I am thankful to have been born in the United States and grateful for companies such as PLTR. PLTR has transformed from a black box company whose software was utilized to hunt down terrorists and facilitate special operations missions to a full enterprise software company that empowers organizations to make critical operational decisions.</p><div></div> <p>Since February of 2021, growth companies have been caught in a downward spiral, and many of the overhyped companies have shed 50%, 60%, 70%, and even 80% of their value. An infatuation with growth at all costs drove many companies to unrealistic valuations based on certain financial metrics. From its direct listing, PLTR has been a controversial stock, with many classifying it as a hype stock as investors flocked to PLTR trying to make a quick buck. I have been bullish on PLTR since it went public, I bought shares directly after the direct listing in 2020 at $9.80, I bought shares in the teens, in the twenties, and I am still buying shares now. Outside of Microsoft (MSFT), due to its operating system, PLTR has the potential to become the most important software company in America. The sharp decline in share price has left many investment positions in the red, but that only matters if you're a trader, need the money tomorrow, or have a short time horizon for the investment. One of the most difficult things is timing the markets as very few people can call tops and bottoms. PLTR finished 2021, generating $1.54 billion in revenue with 31% adjusted operating income and 28% adjusted free cash flow margins. PLTR continues to sign new contracts with existing clients while bringing new customers into the fold, forming new relationships and vertices. PLTR has a long runway for growth, with enticing margins. It's been a sea of red, but sometimes the largest gains come from facing adversity head-on.</p> <p><figure><picture><span><img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/8/12629971-16467903758414276.png\"/></span></picture><figcaption><p>Palantir</p></figcaption></figure></p> <h2><strong>Palantir finished 2021 with impressive metrics but how are they valued compared to other application software companies in the information technology space</strong></h2> <p>Some will look at PLTR as an unprofitable company since the recorded negative net income for 2021. There are several measures of profitability and financial performance. Some companies hold themselves to an EBITDA metric, some to free cash flow (FCF), and others to the bottom line of net income. The analyst community tends to emphasize net income, which is a fundamental metric that can drastically impact a stock's price as it measures the ability to deliver profits. Net income represents a company's profits from an accounting standpoint, which includes every line item, including non-cash expenses such as depreciation and amortization. FCF measures the actual cash flow that is available to shareholders. FCF is the amount of cash that a company has generated after adjusting for non-cash expenses, capital expenditures, including property and other physical assets, and changes in working capital. Some investors place a high value on a company FCF, representing the amount of cash that a company generates. FCF is important because it's the cash flow stream that can be utilized to pay down debt, make acquisitions, pay a dividend, and buy back shares.</p><div></div> <p>I like to focus on FCF because it's harder to manipulate the numbers, cash is generated from operations, and cash is utilized in CapEx. Something that many investors overlook when investing in stocks is that they are buying an equity stake in a company. Suppose you were going to buy a business. In that case, regardless of whether it's a 4 unit apartment building, a coffee shop, or a manufacturing company, you're buying a business for its ability to generate cash. Although many investors don't look at it through this lens, buying stocks isn't different. When you're buying a stock, you're essentially paying the present value for the company's future cash flow. A company can grow its revenue indefinitely, but if they aren't generating positive cash flow then are they really achieving their goal and responsibility to shareholders?</p> <p><figure><picture><span><img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/8/12629971-16467903756244316.png\"/></span></picture><figcaption><p>Palantir</p></figcaption></figure></p> <p>If a company has FCF over a period of 5-years of $20, $40, $60, $80, $100 or $20, $25, $30, $35, $40, which <a href=\"https://laohu8.com/S/AONE.U\">one</a> would you pay more for? You would be enticed to pay a larger multiple for the first set, which is a larger and quicker growing FCF set. While PLTR did finish 2021 with negative net income, which decreased significantly YoY, they were FCF positive.</p> <p>Some companies put their Adjusted FCF number in their reports: Adjusted EBITDA, plus or minus changes in current and long-term assets and liabilities, minus any cash payments for taxes, restructuring, and interest. In 2021, PLTR delivered $424 million in Adjusted FCF, which was a 28% margin. I am going to use standard FCF and compare PLTR to other young application software companies, including <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> (SNOW), The Trade Desk (TTD), <a href=\"https://laohu8.com/S/DDOG\">Datadog</a> (DDOG), Splunk (SPLK), Autodesk (ADSK), Unity Software (U) and <a href=\"https://laohu8.com/S/OKTA\">Okta Inc.</a> (OKTA) to see how their market cap to FCF multiples compare to each other.</p> <p>Why do I look at the market cap to FCF? I want to see the multiple Mr. Market is placing on a company's FCF and opportunities within a sector. Of the 8 companies I selected PLTR, SNOW, TTD, DDOG, SPLK, ADSK, U, and OKTA, PLTR trades at the lowest market cap to FCF multiple and has the second-lowest market cap. PLTR is currently trading at 70.32x FCF while the other 7 companies have a wide range where U is generating negative FCF and SNOW is trading at 621.61x FCF. It's interesting that TTD and PLTR were separated by only $2.5 million in FCF, yet TTD trades at 93.45x FCF as its market cap is almost $8 billion larger. Cathie Wood and the team at Ark Invest sold their entire position in PLTR and have been adding shares of OKTA, which trades at 270.8x FCF. Looking at the current market caps, FCF generated, and market cap to FCF multiples, PLTR looks undervalued compared to others in the group.</p><div></div> <p><figure><picture><span><img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/8/12629971-16467903748312325.png\"/></span></picture><figcaption><p>Seeking Alpha / Steven Fiorillo</p></figcaption></figure></p> <h2><strong>Comparing PLTR's Income Statement to OKTA and SNOW.</strong></h2> <p>Another aspect that people overlook is corporate expenses. PLTR, OKTA, and SNOW are growth companies but how they are generating the growth is important.</p> <p><figure><picture><span><img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/8/12629971-16467903756675942.png\"/></span></picture><figcaption><p>Seeking Alpha / Steven Fiorillo</p></figcaption></figure></p> <p>Of the three companies, PLTR is the only one that's reducing its expenses across the board. Here is how everything lines up YoY:</p> <ul> <li>Cost of Revenue <ul> <li>PLTR decrease -$13.1 million -3.72%</li> <li>SNOW increase $215.8 million 88.95%</li> <li>OKTA increase $176.8 million 81.21%</li> </ul> </li> <li>Selling General &amp; Admin Expenses <ul> <li>PLTR decrease -$127.1 million -9.39%</li> <li>SNOW increase $352.9 million 53.84%</li> <li>OKTA increase $602.5 million 100.57%</li> </ul> </li> <li>R&amp;D <ul> <li>PLTR decrease -$173.2 million -30.89%</li> <li>SNOW increase $229 million 96.26%</li> <li>OKTA increase $246.5 million 110.64%</li> </ul>\n<div></div> </li> <li>Total Operating Expenses <ul> <li>PLTR decrease -$300.3 million -15.69%</li> <li>SNOW increase $582 million 65.14%</li> <li>OKTA increase $849 million 103.3%</li> </ul> </li> </ul> <p>PLTR's revenue increased by $449.2 million (41.11%) YoY while their cost of revenue decreased by -3.73%, and their operating expenses declined by -15.69%. SNOW grew its revenue by $627.3 million (105.96%) YoY, but this wasn't true growth, it was paid for. SNOW's cost of revenue increased by $215.8 million (88.95%), while their total operating expenses increased by $582 million (65.14%) for a total of $797.8 million. Their revenue growth was manufactured as it cost SNOW $797.8 million to gain $627.3 million in revenue growth. OKTA is in a similar boat as SNOW. OKTA's cost of revenue increased by $176.8 million (81.21%) YoY and their total operating expenses by $849 million (103.3%). OKTA spent an additional $1.03 billion to generate $464.8 million in additional revenue for 2021. Another interesting aspect is that PLTR grew its gross profit by $462.4 million (62.48%) YoY while decreasing its overall expenses. Of the three, PLTR grew its gross profit by the largest amount monetarily ($462.4 million), yet its revenue grew by the least YoY. By the numbers, PLTR has the best income statement of the three, trades at the lowest price to FCF multiple, and has decreasing expenses, yet Ark Invest sold off its position and is adding OKTA. It seems quite peculiar that SNOW and OKTA are trading at larger valuations.</p> <h2><strong>Ark Invest confirmed why they sold and the reason doesn't make sense</strong></h2> <p>Meet Kevin did an interview with Brett Winton, Director of Research at ARK Invest. In the interview, Mr. Winton touched on why Ark-Invest closed out their PLTR position after acquiring throughout the $20s.</p> <blockquote> <p>Meet Kevin: Hey you know this one's coming. Palantir. What happened?</p> <p>Brett: Sure, I mean like I described as we're in risk-off periods we tend to consolidate the portfolios, so um, we had some concerns about their competitive positioning within the government space and we had better risk money elsewhere. Uh and so it's not you know, when you are making a decision to like consolidate the portfolio, it's not like those are an easy decision, but you look at kind of the risk return profile for all of your positions and you say what's lowest on the stack rank, relative to something else, which we think has comparable upside.</p> <p>Meet Kevin: That makes sense. So in risk off periods to make this simple, basically when prices are going down narrow into the ones maybe you have the most conviction in. Is that what you're saying?</p>\n<div></div> <p>Brett: Exactly. Yeah, yeah. If we have a better edge somewhere else then we'll operate somewhere else.</p> </blockquote> <p><figure><picture><span><img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/8/12629971-16467903757316651.png\"/></span></picture><figcaption><p>Palantir</p></figcaption></figure></p> <p>I understand the premise around consolidation and believing there is more alpha to be created in a different position. That portion makes complete sense. What doesn't make sense is that Mr. Whiton specifically indicates that ARK Invest had concerns about PLTR's competitive positioning within the government space. While the government side revenue increased by 47.05% YoY ($287 million) from $610 million to $897 million, their customer count stayed stagnant at 90 customers YoY. I covered this in my article after PLTR delivered their 2021 earnings report.</p> <p>I don't see this being an issue, and now that war has broken out in Ukraine, I would be willing to speculate that PLTR will be very busy with demonstrations and request for proposals (RFPs). Germany has long resisted pressure from the United States and others to raise its defense spending. Chancellor Olaf Scholz said on Sunday, 3/6/22, Germany would sharply increase its spending on defense to more than 2% of its economic output in one of a series of policy shifts prompted by Russia's invasion of Ukraine. Connect the dots, Alex Karp has given a series of interviews over the past two weeks from Germany. 2 weeks ago, Alex Karp spoke with Europe Strategy Lead Jan Hiesserich, in Germany about Palantir's relationship to Germany, what makes Palantir platforms unique, and how our products can create value in Germany and beyond. Just last week Alex Karp also spoke with Kai Beckmann, Member of the Executive Board of Merck KGaA, Darmstadt, and CEO Electronics, in Germany to discuss cross-industry collaboration and the unique challenges of the semiconductor shortage.</p> <p>I think Ark Invest acted prematurely during an ongoing selloff that has decimated their fund's returns. Everybody loved Cathie Woods and her team on the way up, and now their funds have become the black sheep of the <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a> world. Honestly, I disagree with liquidating the PLTR position, but their flagship fund Ark Innovation ETF (ARKK) is still up 149.73% over the past five years, so they deserve credit for getting a lot right and generating returns for long-term shareholders.</p><div></div> <p>When I went through their Q4 and 2021 earnings report I was surprised that their customer count stayed at 90, but I wasn't concerned. The more important slide to evaluate is their Government customer cohort growth table. Each year of contracts has grown its revenue base YoY. In 2018 PLTR's government revenue was $255 million, $224 million was from existing contracts prior to 2018, and $31 million or 12.16% was from new contracts secured in 2018. Now, look at the YoY growth. In 2019, the $224 million of existing contracts grew by $59 million (26%) YoY, while the $31 million of new contracts from 2018 almost doubled in value as they grew by $30 million (97%). In 2019 PLTR only added $2 million of new government contracts, which was less than 1% (0.58%) of the annual government revenue. Fast forward to 2020, PLTR's overall government revenue increased by $264 million or 76%. The individual tranches of government contracts experienced significant growth YoY. The $283 million of contracts prior to 2018 grow by another $33 million or 12%. The new contracts from 2018 that grew from $31 million to $61 million in 2019 grew by an additional $138 million or 226% in 2020 as this accounted for $199 million of the $610 million government revenue. The $2 million of new government contracts PLTR signed in 2019 grew by $16 million or 800% to $18 million in 2020. In 2020 PLTR added $77 million worth of new contracts on the government side. In 2021 the existing base of government contracts prior to 2018 grew by an additional $21 million or 7%. 2018's contracts grew by an additional $83 million or 42% to $282 million from $199 million in 2019. In 2019, PLTR secured only $2 million of new contracts, which grew into $18 million of revenue in 2020, and in 2021, this increased by an additional $25 million (139%). In 2020 PLTR signed $77 million in new contracts, which grew YoY by $150 million (195%).</p> <p><figure><picture><span><img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/8/12629971-1646790375675759.png\"/></span></picture><figcaption><p>Palantir</p></figcaption></figure></p> <p>Not a single government agency left PLTRs ecosystem, and each tranche of contracts grew its revenue base YoY. I am not sure how one can be concerned with PLTRs competitive positioning within the government space when the government's ide revenue increased by 47.05% YoY. First, the questions were directed toward the commercial space since PLTRs revenue was primarily generated from the government sector. Now that PLTR has delivered on the commercial side, questions are being raised about not adding new government clients/agencies. 47.05% YoY revenue is 47.05% YoY revenue regardless if their customer count on the government side increases from 90 to 120 or if the 90 clients add services or enter into additional agreements. If revenue was decreasing, that would be a concern, but it's not. The government business segment is healthy, and the situation in Ukraine should benefit PLTR in 2022. I wish PLTR would increase its customer count and revenue due to different circumstances, but the war in Ukraine has made many of America's allies realize that defense spending is needed now more than ever, and PLTR will be in a position to pick up additional contracts.</p> <h2><strong>Why I am extremely bullish for Palantir's future</strong></h2> <p>Could you imagine setting up a demonstration with PLTR, providing them a dataset to analyze, and PLTR discovering a terrorist plot that wasn't on the radar in the demo? Peter Theil gave an interview on Bloomberg and was asked about this story. He acknowledged that a government agency provided data for a demo, this did occur, and the government agency had to reclassify all types of data as classified. When he was asked directly if he thought PLTR has helped thwart multiple terrorist plots, he responded with, \"I suspect that's true.\" PLTR builds software platforms and provides solutions years in advance before clients know they need that capability. There is a reason why PLTR is a government favorite, and that is unlikely to change. Regardless of what people may assume, government agencies need the very best software from the military down to SEC operations, and PLTR is a unique vendor willing to build exactly what the government needs.</p> <p><figure><picture><span><img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/8/12629971-16467903758204603.png\"/></span></picture><figcaption><p>Palantir</p></figcaption></figure></p> <p>It's been a busy Q1, and I want to go over some of the partnerships that PLTR has established, leading to multiple vertices. In the beginning of January PLTR and Hyundai Heavy Industries formed a Data Joint Venture. This is a $25+ million deal for PLTR, which will allow the two entities to build a new big data platform for Hyundai Heavy Industries. Hyundai Heavy Industries is a $5 billion South Korean company that has grown into the world's leading heavy industries organization which has diversified from shipbuilding to offshore &amp; engineering, Naval &amp; Special Ships, and engine &amp; machinery. Hyundai Heavy is a global entity with partnerships throughout the globe. Based on the agreement, Hyundai Heavy Industries and PLTR will jointly build a big data platform for the Group's key affiliates related to shipbuilding &amp; offshore engineering, energy, and industrial machinery. Once the big data platform for each affiliate is built, the two parties plan to create a joint venture that specializes in developing and selling big data platform services. The big data platform will also be adopted by energy affiliates, such as Hyundai Oilbank.</p> <p>The other critical partnership is with Jacobs Engineering Group (J), which is a $16.53 billion company. J will leverage its existing O&amp;M portfolio, as well as proprietary machine learning modules and wastewater process optimization tools to develop a dynamic management solution suite on PLTR's Foundry system. This will connect day-to-day site operations with AI to optimize power, chemical usage, and asset management. Like Hyundai Heavy Industries, J and PLTR are planning other joint technical and programmatic initiatives to serve U.S. federal government customers. J is the ideal partner for PLTR as they provide consulting, technical, scientific, and project delivery services for the government and private sectors in the United States, Europe, Canada, India, rest of Asia, Australia, New Zealand, South America, Mexico, the Middle East, and Africa. The company operates in two segments, Critical Mission Solutions, and People &amp; Places Solutions. The Critical Mission Solutions segment provides cybersecurity, data analytics, systems, and software application integration and consulting enterprise and mission IT, engineering and design, nuclear, enterprise-level operations and maintenance, and other technical consulting solutions. The People &amp; Places Solutions segment offers data analytics, artificial intelligence and automation, software development, digitally-driven consulting, planning and architecture, program management, and other technical consulting solutions.</p> <p>These are the clients and projects PLTR investors should become ecstatic about. Unlike straight contract revenue, PLTR is developing platforms with industry leaders who are already connected throughout their respective industries on the government and commercial side. These aren't just contracts for revenue, they are strategic partnerships that will lead to other business verticals. The proprietary platforms that PLTR will build with J and Hyundai Heavy will create opportunities for initial revenue through their joint ventures but put PLTR in a position to possibly provide other services throughout each of their respective business networks. This is exactly what we want PLTR to be doing, creating industry-specific platforms with commercial partners that can be sold to their clients and partners replicating what PLTR did with AirBus through Skywise.</p> <p>Everything comes back to net income and FCF. PLTR closed in 2021 with an FCF margin of 20.83%. Today, PLTR has a market cap of around $22.59 billion and trades at a 70.32x FCF multiple, which is low compared to similar companies. PLTR has always beat its estimates and in 2021, guided up for its end-of-year results. If PLTR only meets its estimates with a 30% revenue YoY increase and maintains its current FCF margin, then it will produce $917.31 million in FCF in 2025. At the same multiple as PLTR trades today, PLTR would have a $64.51 billion market cap. If PLTR's multiple compressed to 50x FCF, they would have a $45.87 billion market cap in 2025. This is assuming that PLTR only meets their internal expectations. I can see a scenario where PLTR replicates 2021 and over-delivers with 40% YoY growth on revenue. If this occurs, PLTR will generate $1.24 billion in FCF in 2025, and at today's multiple, its market cap would be $86.76 billion. Based on today's valuation and PLTR's numbers, there is no reason why PLTR can't generate 2-4x returns by the end of 2025, and I feel that could be conservative. I plan on holding PLTR throughout this decade, and if PLTR doesn't get acquired, they should have no problem reaching the $100 billion valuations well before 2030.</p> <p><figure><picture><span><img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/8/12629971-16467903747725.png\"/></span></picture><figcaption><p>Steven Fiorillo</p></figcaption></figure></p> <h2><strong>Conclusion</strong></h2> <p>I am extremely bullish on PLTR's future and use the volatility to add shares at valuations close to PLTR direct listing. This is a long-term investment for me, and I plan on continuing to add if PLTR goes lower and as it rebounds. PLTR is going to see increased spending on the government side due to geopolitical tensions and is forging terrific strategic partnerships. Shareholders should be excited that PLTR is building software platforms with companies like J, that can be sold throughout their global network. From a valuation standpoint, PLTR looks cheap compared to other software application companies and based on PLTRs internal growth metrics and today's valuation of price to FCF, PLTR looks like a multi-bagger in the coming years.</p>\n</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>War In Ukraine Sparks Defense Spending And Palantir Becomes Mr. Right Place Right Time</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\">\nWar In Ukraine Sparks Defense Spending And Palantir Becomes Mr. Right Place Right Time\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-11 21:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4494001-palantir-stock-bullish-ukraine-war-sparks-defense-spending><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Andreas Rentz/Getty Images Entertainment Geopolitical tensions have escalated, and the war in Ukraine has created devastating ramifications. While my heart breaks for the citizens of Ukraine during ...</p>\n\n<a href=\"https://seekingalpha.com/article/4494001-palantir-stock-bullish-ukraine-war-sparks-defense-spending\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DDOG":"Datadog","SNOW":"Snowflake","BK4123":"调查和咨询服务","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4544":"ARK ETF合集","BK4551":"寇图资本持仓","BK4547":"WSB热门概念","BK4561":"索罗斯持仓","ARKK":"ARK Innovation ETF","BK4097":"系统软件","BK4505":"高瓴资本持仓","BK4560":"网络安全概念","BK4581":"高盛持仓","BK4504":"桥水持仓","PLTR":"Palantir Technologies Inc.","BK4538":"云计算","BK4548":"巴美列捷福持仓","J":"雅各布工程","BK4516":"特朗普概念","BK4528":"SaaS概念","BK4023":"应用软件","MSFT":"微软","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","SPLK":"Splunk Inc","ADSK":"欧特克","FCF":"第一联邦金融","TTD":"Trade Desk Inc.","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","OKTA":"Okta Inc.","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4579":"人工智能","BK4211":"区域性银行","BK4566":"资本集团","BK4525":"远程办公概念","U":"Unity Software Inc.","BK4535":"淡马锡持仓","BK4543":"AI","BK4559":"巴菲特持仓","BK4577":"网络游戏","BK4527":"明星科技股","BK4116":"互联网服务与基础架构"},"source_url":"https://seekingalpha.com/article/4494001-palantir-stock-bullish-ukraine-war-sparks-defense-spending","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2218124887","content_text":"Andreas Rentz/Getty Images Entertainment Geopolitical tensions have escalated, and the war in Ukraine has created devastating ramifications. While my heart breaks for the citizens of Ukraine during their darkest hours, the current situation illuminates how important Palantir (PLTR) is to America and its allies. While PLTR was founded in Silicon Valley, its corporate values and commitments to America's security are drastically different than other software companies. Many within the sector and from the outside looking in have politicized PLTR as projects aligned with America's defense and intelligence agencies have been portrayed as controversial. It's abundantly clear that evil and terror still exist, and the thought of attaining a utopian society is unattainable. While the world is an imperfect place, I am thankful to have been born in the United States and grateful for companies such as PLTR. PLTR has transformed from a black box company whose software was utilized to hunt down terrorists and facilitate special operations missions to a full enterprise software company that empowers organizations to make critical operational decisions. Since February of 2021, growth companies have been caught in a downward spiral, and many of the overhyped companies have shed 50%, 60%, 70%, and even 80% of their value. An infatuation with growth at all costs drove many companies to unrealistic valuations based on certain financial metrics. From its direct listing, PLTR has been a controversial stock, with many classifying it as a hype stock as investors flocked to PLTR trying to make a quick buck. I have been bullish on PLTR since it went public, I bought shares directly after the direct listing in 2020 at $9.80, I bought shares in the teens, in the twenties, and I am still buying shares now. Outside of Microsoft (MSFT), due to its operating system, PLTR has the potential to become the most important software company in America. The sharp decline in share price has left many investment positions in the red, but that only matters if you're a trader, need the money tomorrow, or have a short time horizon for the investment. One of the most difficult things is timing the markets as very few people can call tops and bottoms. PLTR finished 2021, generating $1.54 billion in revenue with 31% adjusted operating income and 28% adjusted free cash flow margins. PLTR continues to sign new contracts with existing clients while bringing new customers into the fold, forming new relationships and vertices. PLTR has a long runway for growth, with enticing margins. It's been a sea of red, but sometimes the largest gains come from facing adversity head-on. Palantir Palantir finished 2021 with impressive metrics but how are they valued compared to other application software companies in the information technology space Some will look at PLTR as an unprofitable company since the recorded negative net income for 2021. There are several measures of profitability and financial performance. Some companies hold themselves to an EBITDA metric, some to free cash flow (FCF), and others to the bottom line of net income. The analyst community tends to emphasize net income, which is a fundamental metric that can drastically impact a stock's price as it measures the ability to deliver profits. Net income represents a company's profits from an accounting standpoint, which includes every line item, including non-cash expenses such as depreciation and amortization. FCF measures the actual cash flow that is available to shareholders. FCF is the amount of cash that a company has generated after adjusting for non-cash expenses, capital expenditures, including property and other physical assets, and changes in working capital. Some investors place a high value on a company FCF, representing the amount of cash that a company generates. FCF is important because it's the cash flow stream that can be utilized to pay down debt, make acquisitions, pay a dividend, and buy back shares. I like to focus on FCF because it's harder to manipulate the numbers, cash is generated from operations, and cash is utilized in CapEx. Something that many investors overlook when investing in stocks is that they are buying an equity stake in a company. Suppose you were going to buy a business. In that case, regardless of whether it's a 4 unit apartment building, a coffee shop, or a manufacturing company, you're buying a business for its ability to generate cash. Although many investors don't look at it through this lens, buying stocks isn't different. When you're buying a stock, you're essentially paying the present value for the company's future cash flow. A company can grow its revenue indefinitely, but if they aren't generating positive cash flow then are they really achieving their goal and responsibility to shareholders? Palantir If a company has FCF over a period of 5-years of $20, $40, $60, $80, $100 or $20, $25, $30, $35, $40, which one would you pay more for? You would be enticed to pay a larger multiple for the first set, which is a larger and quicker growing FCF set. While PLTR did finish 2021 with negative net income, which decreased significantly YoY, they were FCF positive. Some companies put their Adjusted FCF number in their reports: Adjusted EBITDA, plus or minus changes in current and long-term assets and liabilities, minus any cash payments for taxes, restructuring, and interest. In 2021, PLTR delivered $424 million in Adjusted FCF, which was a 28% margin. I am going to use standard FCF and compare PLTR to other young application software companies, including Snowflake (SNOW), The Trade Desk (TTD), Datadog (DDOG), Splunk (SPLK), Autodesk (ADSK), Unity Software (U) and Okta Inc. (OKTA) to see how their market cap to FCF multiples compare to each other. Why do I look at the market cap to FCF? I want to see the multiple Mr. Market is placing on a company's FCF and opportunities within a sector. Of the 8 companies I selected PLTR, SNOW, TTD, DDOG, SPLK, ADSK, U, and OKTA, PLTR trades at the lowest market cap to FCF multiple and has the second-lowest market cap. PLTR is currently trading at 70.32x FCF while the other 7 companies have a wide range where U is generating negative FCF and SNOW is trading at 621.61x FCF. It's interesting that TTD and PLTR were separated by only $2.5 million in FCF, yet TTD trades at 93.45x FCF as its market cap is almost $8 billion larger. Cathie Wood and the team at Ark Invest sold their entire position in PLTR and have been adding shares of OKTA, which trades at 270.8x FCF. Looking at the current market caps, FCF generated, and market cap to FCF multiples, PLTR looks undervalued compared to others in the group. Seeking Alpha / Steven Fiorillo Comparing PLTR's Income Statement to OKTA and SNOW. Another aspect that people overlook is corporate expenses. PLTR, OKTA, and SNOW are growth companies but how they are generating the growth is important. Seeking Alpha / Steven Fiorillo Of the three companies, PLTR is the only one that's reducing its expenses across the board. Here is how everything lines up YoY:  Cost of Revenue  PLTR decrease -$13.1 million -3.72% SNOW increase $215.8 million 88.95% OKTA increase $176.8 million 81.21%   Selling General & Admin Expenses  PLTR decrease -$127.1 million -9.39% SNOW increase $352.9 million 53.84% OKTA increase $602.5 million 100.57%   R&D  PLTR decrease -$173.2 million -30.89% SNOW increase $229 million 96.26% OKTA increase $246.5 million 110.64% \n  Total Operating Expenses  PLTR decrease -$300.3 million -15.69% SNOW increase $582 million 65.14% OKTA increase $849 million 103.3%    PLTR's revenue increased by $449.2 million (41.11%) YoY while their cost of revenue decreased by -3.73%, and their operating expenses declined by -15.69%. SNOW grew its revenue by $627.3 million (105.96%) YoY, but this wasn't true growth, it was paid for. SNOW's cost of revenue increased by $215.8 million (88.95%), while their total operating expenses increased by $582 million (65.14%) for a total of $797.8 million. Their revenue growth was manufactured as it cost SNOW $797.8 million to gain $627.3 million in revenue growth. OKTA is in a similar boat as SNOW. OKTA's cost of revenue increased by $176.8 million (81.21%) YoY and their total operating expenses by $849 million (103.3%). OKTA spent an additional $1.03 billion to generate $464.8 million in additional revenue for 2021. Another interesting aspect is that PLTR grew its gross profit by $462.4 million (62.48%) YoY while decreasing its overall expenses. Of the three, PLTR grew its gross profit by the largest amount monetarily ($462.4 million), yet its revenue grew by the least YoY. By the numbers, PLTR has the best income statement of the three, trades at the lowest price to FCF multiple, and has decreasing expenses, yet Ark Invest sold off its position and is adding OKTA. It seems quite peculiar that SNOW and OKTA are trading at larger valuations. Ark Invest confirmed why they sold and the reason doesn't make sense Meet Kevin did an interview with Brett Winton, Director of Research at ARK Invest. In the interview, Mr. Winton touched on why Ark-Invest closed out their PLTR position after acquiring throughout the $20s.  Meet Kevin: Hey you know this one's coming. Palantir. What happened? Brett: Sure, I mean like I described as we're in risk-off periods we tend to consolidate the portfolios, so um, we had some concerns about their competitive positioning within the government space and we had better risk money elsewhere. Uh and so it's not you know, when you are making a decision to like consolidate the portfolio, it's not like those are an easy decision, but you look at kind of the risk return profile for all of your positions and you say what's lowest on the stack rank, relative to something else, which we think has comparable upside. Meet Kevin: That makes sense. So in risk off periods to make this simple, basically when prices are going down narrow into the ones maybe you have the most conviction in. Is that what you're saying?\n Brett: Exactly. Yeah, yeah. If we have a better edge somewhere else then we'll operate somewhere else.  Palantir I understand the premise around consolidation and believing there is more alpha to be created in a different position. That portion makes complete sense. What doesn't make sense is that Mr. Whiton specifically indicates that ARK Invest had concerns about PLTR's competitive positioning within the government space. While the government side revenue increased by 47.05% YoY ($287 million) from $610 million to $897 million, their customer count stayed stagnant at 90 customers YoY. I covered this in my article after PLTR delivered their 2021 earnings report. I don't see this being an issue, and now that war has broken out in Ukraine, I would be willing to speculate that PLTR will be very busy with demonstrations and request for proposals (RFPs). Germany has long resisted pressure from the United States and others to raise its defense spending. Chancellor Olaf Scholz said on Sunday, 3/6/22, Germany would sharply increase its spending on defense to more than 2% of its economic output in one of a series of policy shifts prompted by Russia's invasion of Ukraine. Connect the dots, Alex Karp has given a series of interviews over the past two weeks from Germany. 2 weeks ago, Alex Karp spoke with Europe Strategy Lead Jan Hiesserich, in Germany about Palantir's relationship to Germany, what makes Palantir platforms unique, and how our products can create value in Germany and beyond. Just last week Alex Karp also spoke with Kai Beckmann, Member of the Executive Board of Merck KGaA, Darmstadt, and CEO Electronics, in Germany to discuss cross-industry collaboration and the unique challenges of the semiconductor shortage. I think Ark Invest acted prematurely during an ongoing selloff that has decimated their fund's returns. Everybody loved Cathie Woods and her team on the way up, and now their funds have become the black sheep of the Pacer Swan SOS Fund of Funds ETF|ETF world. Honestly, I disagree with liquidating the PLTR position, but their flagship fund Ark Innovation ETF (ARKK) is still up 149.73% over the past five years, so they deserve credit for getting a lot right and generating returns for long-term shareholders. When I went through their Q4 and 2021 earnings report I was surprised that their customer count stayed at 90, but I wasn't concerned. The more important slide to evaluate is their Government customer cohort growth table. Each year of contracts has grown its revenue base YoY. In 2018 PLTR's government revenue was $255 million, $224 million was from existing contracts prior to 2018, and $31 million or 12.16% was from new contracts secured in 2018. Now, look at the YoY growth. In 2019, the $224 million of existing contracts grew by $59 million (26%) YoY, while the $31 million of new contracts from 2018 almost doubled in value as they grew by $30 million (97%). In 2019 PLTR only added $2 million of new government contracts, which was less than 1% (0.58%) of the annual government revenue. Fast forward to 2020, PLTR's overall government revenue increased by $264 million or 76%. The individual tranches of government contracts experienced significant growth YoY. The $283 million of contracts prior to 2018 grow by another $33 million or 12%. The new contracts from 2018 that grew from $31 million to $61 million in 2019 grew by an additional $138 million or 226% in 2020 as this accounted for $199 million of the $610 million government revenue. The $2 million of new government contracts PLTR signed in 2019 grew by $16 million or 800% to $18 million in 2020. In 2020 PLTR added $77 million worth of new contracts on the government side. In 2021 the existing base of government contracts prior to 2018 grew by an additional $21 million or 7%. 2018's contracts grew by an additional $83 million or 42% to $282 million from $199 million in 2019. In 2019, PLTR secured only $2 million of new contracts, which grew into $18 million of revenue in 2020, and in 2021, this increased by an additional $25 million (139%). In 2020 PLTR signed $77 million in new contracts, which grew YoY by $150 million (195%). Palantir Not a single government agency left PLTRs ecosystem, and each tranche of contracts grew its revenue base YoY. I am not sure how one can be concerned with PLTRs competitive positioning within the government space when the government's ide revenue increased by 47.05% YoY. First, the questions were directed toward the commercial space since PLTRs revenue was primarily generated from the government sector. Now that PLTR has delivered on the commercial side, questions are being raised about not adding new government clients/agencies. 47.05% YoY revenue is 47.05% YoY revenue regardless if their customer count on the government side increases from 90 to 120 or if the 90 clients add services or enter into additional agreements. If revenue was decreasing, that would be a concern, but it's not. The government business segment is healthy, and the situation in Ukraine should benefit PLTR in 2022. I wish PLTR would increase its customer count and revenue due to different circumstances, but the war in Ukraine has made many of America's allies realize that defense spending is needed now more than ever, and PLTR will be in a position to pick up additional contracts. Why I am extremely bullish for Palantir's future Could you imagine setting up a demonstration with PLTR, providing them a dataset to analyze, and PLTR discovering a terrorist plot that wasn't on the radar in the demo? Peter Theil gave an interview on Bloomberg and was asked about this story. He acknowledged that a government agency provided data for a demo, this did occur, and the government agency had to reclassify all types of data as classified. When he was asked directly if he thought PLTR has helped thwart multiple terrorist plots, he responded with, \"I suspect that's true.\" PLTR builds software platforms and provides solutions years in advance before clients know they need that capability. There is a reason why PLTR is a government favorite, and that is unlikely to change. Regardless of what people may assume, government agencies need the very best software from the military down to SEC operations, and PLTR is a unique vendor willing to build exactly what the government needs. Palantir It's been a busy Q1, and I want to go over some of the partnerships that PLTR has established, leading to multiple vertices. In the beginning of January PLTR and Hyundai Heavy Industries formed a Data Joint Venture. This is a $25+ million deal for PLTR, which will allow the two entities to build a new big data platform for Hyundai Heavy Industries. Hyundai Heavy Industries is a $5 billion South Korean company that has grown into the world's leading heavy industries organization which has diversified from shipbuilding to offshore & engineering, Naval & Special Ships, and engine & machinery. Hyundai Heavy is a global entity with partnerships throughout the globe. Based on the agreement, Hyundai Heavy Industries and PLTR will jointly build a big data platform for the Group's key affiliates related to shipbuilding & offshore engineering, energy, and industrial machinery. Once the big data platform for each affiliate is built, the two parties plan to create a joint venture that specializes in developing and selling big data platform services. The big data platform will also be adopted by energy affiliates, such as Hyundai Oilbank. The other critical partnership is with Jacobs Engineering Group (J), which is a $16.53 billion company. J will leverage its existing O&M portfolio, as well as proprietary machine learning modules and wastewater process optimization tools to develop a dynamic management solution suite on PLTR's Foundry system. This will connect day-to-day site operations with AI to optimize power, chemical usage, and asset management. Like Hyundai Heavy Industries, J and PLTR are planning other joint technical and programmatic initiatives to serve U.S. federal government customers. J is the ideal partner for PLTR as they provide consulting, technical, scientific, and project delivery services for the government and private sectors in the United States, Europe, Canada, India, rest of Asia, Australia, New Zealand, South America, Mexico, the Middle East, and Africa. The company operates in two segments, Critical Mission Solutions, and People & Places Solutions. The Critical Mission Solutions segment provides cybersecurity, data analytics, systems, and software application integration and consulting enterprise and mission IT, engineering and design, nuclear, enterprise-level operations and maintenance, and other technical consulting solutions. The People & Places Solutions segment offers data analytics, artificial intelligence and automation, software development, digitally-driven consulting, planning and architecture, program management, and other technical consulting solutions. These are the clients and projects PLTR investors should become ecstatic about. Unlike straight contract revenue, PLTR is developing platforms with industry leaders who are already connected throughout their respective industries on the government and commercial side. These aren't just contracts for revenue, they are strategic partnerships that will lead to other business verticals. The proprietary platforms that PLTR will build with J and Hyundai Heavy will create opportunities for initial revenue through their joint ventures but put PLTR in a position to possibly provide other services throughout each of their respective business networks. This is exactly what we want PLTR to be doing, creating industry-specific platforms with commercial partners that can be sold to their clients and partners replicating what PLTR did with AirBus through Skywise. Everything comes back to net income and FCF. PLTR closed in 2021 with an FCF margin of 20.83%. Today, PLTR has a market cap of around $22.59 billion and trades at a 70.32x FCF multiple, which is low compared to similar companies. PLTR has always beat its estimates and in 2021, guided up for its end-of-year results. If PLTR only meets its estimates with a 30% revenue YoY increase and maintains its current FCF margin, then it will produce $917.31 million in FCF in 2025. At the same multiple as PLTR trades today, PLTR would have a $64.51 billion market cap. If PLTR's multiple compressed to 50x FCF, they would have a $45.87 billion market cap in 2025. This is assuming that PLTR only meets their internal expectations. I can see a scenario where PLTR replicates 2021 and over-delivers with 40% YoY growth on revenue. If this occurs, PLTR will generate $1.24 billion in FCF in 2025, and at today's multiple, its market cap would be $86.76 billion. Based on today's valuation and PLTR's numbers, there is no reason why PLTR can't generate 2-4x returns by the end of 2025, and I feel that could be conservative. I plan on holding PLTR throughout this decade, and if PLTR doesn't get acquired, they should have no problem reaching the $100 billion valuations well before 2030. Steven Fiorillo Conclusion I am extremely bullish on PLTR's future and use the volatility to add shares at valuations close to PLTR direct listing. This is a long-term investment for me, and I plan on continuing to add if PLTR goes lower and as it rebounds. PLTR is going to see increased spending on the government side due to geopolitical tensions and is forging terrific strategic partnerships. Shareholders should be excited that PLTR is building software platforms with companies like J, that can be sold throughout their global network. From a valuation standpoint, PLTR looks cheap compared to other software application companies and based on PLTRs internal growth metrics and today's valuation of price to FCF, PLTR looks like a multi-bagger in the coming years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000562","authorId":"9000000000000562","name":"HilaryWilde","avatar":"https://static.tigerbbs.com/a24bcc27dc29a6d8ea2018519aa88251","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000562","authorIdStr":"9000000000000562"},"content":"So you don't think now is a good time to buy?","text":"So you don't think now is a good time to buy?","html":"So you don't think now is a good time to buy?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912102642,"gmtCreate":1664764791487,"gmtModify":1676537504628,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/OYY.SI\">$PROPNEX LIMITED(OYY.SI)$</a>First time witnessing a flush down in prices. Any bad news surrounding it?&nbsp;[Happy]&nbsp;","listText":"<a href=\"https://ttm.financial/S/OYY.SI\">$PROPNEX LIMITED(OYY.SI)$</a>First time witnessing a flush down in prices. Any bad news surrounding it?&nbsp;[Happy]&nbsp;","text":"$PROPNEX LIMITED(OYY.SI)$First time witnessing a flush down in prices. Any bad news surrounding it? [Happy]","images":[{"img":"https://community-static.tradeup.com/news/4fa0ce7c1aa6586a8313fdb3cbe479ee","width":"1080","height":"3617"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":7,"repostSize":1,"link":"https://ttm.financial/post/9912102642","isVote":1,"tweetType":1,"viewCount":1133,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583554033114763","authorId":"3583554033114763","name":"rockmysocks","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3583554033114763","authorIdStr":"3583554033114763"},"content":"typical fear due to cooling measure. but good chance to get it at cheap price. per past trend, it will go back up within next few days.","text":"typical fear due to cooling measure. but good chance to get it at cheap price. per past trend, it will go back up within next few days.","html":"typical fear due to cooling measure. but good chance to get it at cheap price. per past trend, it will go back up within next few days."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9034370279,"gmtCreate":1647820203294,"gmtModify":1676534267760,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"OK. Depend on the risk level you are willing to take. Using DCF, the share price looks severely undervalued, but it growth has slowed tremendously due to intense competition and govt crackdowns. This headwinds are too huge to simply cast them aside.","listText":"OK. Depend on the risk level you are willing to take. Using DCF, the share price looks severely undervalued, but it growth has slowed tremendously due to intense competition and govt crackdowns. This headwinds are too huge to simply cast them aside.","text":"OK. Depend on the risk level you are willing to take. Using DCF, the share price looks severely undervalued, but it growth has slowed tremendously due to intense competition and govt crackdowns. This headwinds are too huge to simply cast them aside.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034370279","repostId":"2220430742","repostType":2,"repost":{"id":"2220430742","kind":"news","pubTimestamp":1647741823,"share":"https://ttm.financial/m/news/2220430742?lang=&edition=fundamental","pubTime":"2022-03-20 10:03","market":"us","language":"en","title":"Alibaba: Why I'm Not Selling A Single Share","url":"https://stock-news.laohu8.com/highlight/detail?id=2220430742","media":"seekingalpha","summary":"SummaryAlibaba has been a challenging investment over the last year, dropping by as much as 77% from","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba has been a challenging investment over the last year, dropping by as much as 77% from its ATH.</li><li>Despite increasing revenues by more than tenfold, its stock price dropped down to levels not seen since its early post-IPO days.</li><li>However, things are likely to change in a big way for Alibaba investors.</li><li>Much of the transitory detrimental factors are now behind the company, and more emphasis should go towards positive developments now.</li><li>Alibaba&#39;s business remains solid, growth should resume, and the company will likely become more profitable in future years.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70ca27bada17fe6e115be1eaa4822061\" tg-width=\"750\" tg-height=\"513\" referrerpolicy=\"no-referrer\"/><span>Philiphotographer/iStock Unreleased via Getty Images</span></p><p>I began investing in Alibaba (NYSE:BABA) in early 2015, shortly after the company IPOed in the U.S. Incidentally, I started buying the stock at a similar price point to Alibaba&#39;s recent low ($70-80). I would be lying if I said that this was not a challenging investment, but Alibaba is remarkably cheap right now. Furthermore, the ongoing concerns surrounding the company are overexaggerated. Moreover, the Chinese government is now taking market-friendly measures to stabilize markets and support stock prices. We could be looking at a tectonic shift in China, and Alibaba shares will likely get a substantial bid moving forward. Despite the recent monster 40% rebound, Alibaba remains a strong buy around the $100 level. Additionally, the company&#39;s share price should continue appreciating as we advance through 2022 and beyond and could reach $300 within the next three years.</p><p><b>Alibaba Skyrockets On Beijing News</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa856eb9a75ce4c55e67c3d28a956fd7\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/><span>BABA (StockCharts)</span></p><p>We just saw one of the most violent up moves in history. Alibaba soared by approximately $100 billion in market cap in a single day. China will provide additional support to the Chinese economy through monetary policy, and the government reaffirmed that it supports foreign IPOs. The report also stated that China supports listings overseas and will work with the SEC to resolve any issues.</p><p>Concerns over increased regulation, possible delisting fears, and other transitory concerns led Alibaba to unprecedented declines over the last year. The stock cratered by about 77% (peak to trough) from its recent highs, illustrating one of the most significant market cap declines. Recent selling became indiscriminate and panic-driven, likely leading to one of the best buying opportunities in Alibaba&#39;s history. The most striking thing is that nothing material changed about Alibaba&#39;s business. The company&#39;s growth slowed a bit more than expected, and it&#39;s going through a transitory margin compression phase. However, this is not something that warrants a 77% decline or anything even close, and Alibaba&#39;s stock remains exceptionally cheap.</p><p><b>Alibaba Back Then And Now</b></p><p>Back then (in 2015), when I first began buying Alibaba, its stock was around $80. In recent sessions, Alibaba&#39;s stock dipped below $80 for the first time in about six years. In 2015 Alibaba&#39;s revenues were $12.3 billion, and the company recorded approximately $131.6 billion in revenues in its trailing twelve months (&#34;TTM&#34;). Its gross profit was at about $8.4 billion then, and nearly $50 billion in its TTM. I think you get the picture here. Revenues and many profitability metrics have surged in the past six years, yet Alibaba&#39;s stock price was back at its post-IPO lows in recent days. I&#39;ve written many articles on Alibaba, I own the stock, and I continue to argue that Alibaba&#39;s stock price is unjustly low and has a strong probability of moving significantly higher in future years.</p><p><b>Alibaba&#39;s Stock Is Remarkably Cheap</b></p><p>How cheap is Alibaba, even after its unprecedented 40% move higher? Consensus EPS estimates are for approximately $10 in 2023, illustrating that at $100, the stock is only trading at ten times forward EPS estimates. If we look at Alibaba&#39;s revenue projections, we see that the company should still grow revenues by 10-15% in the coming years. Moreover, Alibaba has the potential to become more profitable in future years, suggesting that its EPS projections may be muted and lowballed. The company&#39;s growth dynamic, profitability potential, and low valuation illustrate that its stock remains exceptionally cheap and has a high probability of appreciating substantially in future years.</p><p><b>The Bottom Line: Not Selling A Single Share</b></p><p>I&#39;m not selling a single Alibaba share here. As I&#39;ve written many times, Alibaba and Chinese stocks, in general, went through a transitory phase where overly negative news flow put enormous pressure on stock prices. This problematic period lasted for over one year and caused stock prices, including Alibaba&#39;s, to decline to obscenely oversold and undervalued levels. Now that the negative news is behind us, we will likely see more emphasis on positive developments regarding Alibaba. The company does not face significant threats from the regulation, and the U.S. delisting fears are overblown. Moreover, Alibaba remains a dominant, market-leading e-commerce giant that should continue growing double-digit for several years. Furthermore, the company&#39;s stock is dirt cheap right now, and Alibaba&#39;s share price will likely appreciate considerably as the company advances in future years.</p><p><b>Here&#39;s what Alibaba&#39;s financials could look like as the company moves forward into 2025:</b></p><table><tbody><tr><td>Year</td><td>2022</td><td>2023</td><td>2024</td><td>2025</td></tr><tr><td>Revenues</td><td>$151B</td><td>$167B</td><td>$184B</td><td>$203B</td></tr><tr><td>Revenue growth</td><td>15.3%</td><td>10.6%</td><td>10.2%</td><td>10.3%</td></tr><tr><td>EPS</td><td>$10.25</td><td>$10.55</td><td>$13.12</td><td>$15.85</td></tr><tr><td>Forward P/E</td><td>12</td><td>15</td><td>18</td><td>20</td></tr><tr><td>Price</td><td>$127</td><td>$197</td><td>$285</td><td>$375</td></tr></tbody></table><p>Source: The Author</p><p>As we advance, Alibaba&#39;s revenue growth should continue to expand, and the company&#39;s profitability should continue improving. Moreover, the company&#39;s transitory negative news flow stage should continue to pass. Therefore, sentiment should strengthen, and Alibaba&#39;s P/E multiple should gradually expand. It is not uncommon for companies with similar growth and profitability dynamics to trade at 20-30 times EPS estimates or higher. Thus, Alibaba should not have a problem getting back up to a 20 P/E multiple in future years. As sentiment improves, its share price could appreciate considerably in the coming years, to my price target of $375 in 2025.</p><p><b>Risks To Consider</b></p><p>While I&#39;m bullish on Alibaba, various factors could occur that may derail my expectations for the company. For instance, the regulation could clamp down further on Alibaba and other Chinese tech giants. Moreover, U.S. regulators could decide to delist the company&#39;s ADRs. Increased competition could impact Alibaba&#39;s growth and profits. The company&#39;s growth could be worse than my current anticipation. Also, Alibaba&#39;s profitability could continue to struggle for various reasons. There are multiple risks to this investment, which is why shares are very cheap right now. In my view, Alibaba remains an elevated risk/high reward investment, and investors should carefully examine the risks before opening a position in Alibaba stock.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: Why I'm Not Selling A Single Share</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: Why I'm Not Selling A Single Share\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-20 10:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4496224-alibaba-why-im-not-selling-single-share><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba has been a challenging investment over the last year, dropping by as much as 77% from its ATH.Despite increasing revenues by more than tenfold, its stock price dropped down to levels ...</p>\n\n<a href=\"https://seekingalpha.com/article/4496224-alibaba-why-im-not-selling-single-share\">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/4496224-alibaba-why-im-not-selling-single-share","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2220430742","content_text":"SummaryAlibaba has been a challenging investment over the last year, dropping by as much as 77% from its ATH.Despite increasing revenues by more than tenfold, its stock price dropped down to levels not seen since its early post-IPO days.However, things are likely to change in a big way for Alibaba investors.Much of the transitory detrimental factors are now behind the company, and more emphasis should go towards positive developments now.Alibaba's business remains solid, growth should resume, and the company will likely become more profitable in future years.Philiphotographer/iStock Unreleased via Getty ImagesI began investing in Alibaba (NYSE:BABA) in early 2015, shortly after the company IPOed in the U.S. Incidentally, I started buying the stock at a similar price point to Alibaba's recent low ($70-80). I would be lying if I said that this was not a challenging investment, but Alibaba is remarkably cheap right now. Furthermore, the ongoing concerns surrounding the company are overexaggerated. Moreover, the Chinese government is now taking market-friendly measures to stabilize markets and support stock prices. We could be looking at a tectonic shift in China, and Alibaba shares will likely get a substantial bid moving forward. Despite the recent monster 40% rebound, Alibaba remains a strong buy around the $100 level. Additionally, the company's share price should continue appreciating as we advance through 2022 and beyond and could reach $300 within the next three years.Alibaba Skyrockets On Beijing NewsBABA (StockCharts)We just saw one of the most violent up moves in history. Alibaba soared by approximately $100 billion in market cap in a single day. China will provide additional support to the Chinese economy through monetary policy, and the government reaffirmed that it supports foreign IPOs. The report also stated that China supports listings overseas and will work with the SEC to resolve any issues.Concerns over increased regulation, possible delisting fears, and other transitory concerns led Alibaba to unprecedented declines over the last year. The stock cratered by about 77% (peak to trough) from its recent highs, illustrating one of the most significant market cap declines. Recent selling became indiscriminate and panic-driven, likely leading to one of the best buying opportunities in Alibaba's history. The most striking thing is that nothing material changed about Alibaba's business. The company's growth slowed a bit more than expected, and it's going through a transitory margin compression phase. However, this is not something that warrants a 77% decline or anything even close, and Alibaba's stock remains exceptionally cheap.Alibaba Back Then And NowBack then (in 2015), when I first began buying Alibaba, its stock was around $80. In recent sessions, Alibaba's stock dipped below $80 for the first time in about six years. In 2015 Alibaba's revenues were $12.3 billion, and the company recorded approximately $131.6 billion in revenues in its trailing twelve months (\"TTM\"). Its gross profit was at about $8.4 billion then, and nearly $50 billion in its TTM. I think you get the picture here. Revenues and many profitability metrics have surged in the past six years, yet Alibaba's stock price was back at its post-IPO lows in recent days. I've written many articles on Alibaba, I own the stock, and I continue to argue that Alibaba's stock price is unjustly low and has a strong probability of moving significantly higher in future years.Alibaba's Stock Is Remarkably CheapHow cheap is Alibaba, even after its unprecedented 40% move higher? Consensus EPS estimates are for approximately $10 in 2023, illustrating that at $100, the stock is only trading at ten times forward EPS estimates. If we look at Alibaba's revenue projections, we see that the company should still grow revenues by 10-15% in the coming years. Moreover, Alibaba has the potential to become more profitable in future years, suggesting that its EPS projections may be muted and lowballed. The company's growth dynamic, profitability potential, and low valuation illustrate that its stock remains exceptionally cheap and has a high probability of appreciating substantially in future years.The Bottom Line: Not Selling A Single ShareI'm not selling a single Alibaba share here. As I've written many times, Alibaba and Chinese stocks, in general, went through a transitory phase where overly negative news flow put enormous pressure on stock prices. This problematic period lasted for over one year and caused stock prices, including Alibaba's, to decline to obscenely oversold and undervalued levels. Now that the negative news is behind us, we will likely see more emphasis on positive developments regarding Alibaba. The company does not face significant threats from the regulation, and the U.S. delisting fears are overblown. Moreover, Alibaba remains a dominant, market-leading e-commerce giant that should continue growing double-digit for several years. Furthermore, the company's stock is dirt cheap right now, and Alibaba's share price will likely appreciate considerably as the company advances in future years.Here's what Alibaba's financials could look like as the company moves forward into 2025:Year2022202320242025Revenues$151B$167B$184B$203BRevenue growth15.3%10.6%10.2%10.3%EPS$10.25$10.55$13.12$15.85Forward P/E12151820Price$127$197$285$375Source: The AuthorAs we advance, Alibaba's revenue growth should continue to expand, and the company's profitability should continue improving. Moreover, the company's transitory negative news flow stage should continue to pass. Therefore, sentiment should strengthen, and Alibaba's P/E multiple should gradually expand. It is not uncommon for companies with similar growth and profitability dynamics to trade at 20-30 times EPS estimates or higher. Thus, Alibaba should not have a problem getting back up to a 20 P/E multiple in future years. As sentiment improves, its share price could appreciate considerably in the coming years, to my price target of $375 in 2025.Risks To ConsiderWhile I'm bullish on Alibaba, various factors could occur that may derail my expectations for the company. For instance, the regulation could clamp down further on Alibaba and other Chinese tech giants. Moreover, U.S. regulators could decide to delist the company's ADRs. Increased competition could impact Alibaba's growth and profits. The company's growth could be worse than my current anticipation. Also, Alibaba's profitability could continue to struggle for various reasons. There are multiple risks to this investment, which is why shares are very cheap right now. In my view, Alibaba remains an elevated risk/high reward investment, and investors should carefully examine the risks before opening a position in Alibaba stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000181","authorId":"9000000000000181","name":"blinky","avatar":"https://static.tigerbbs.com/baf2072a17d25a1d36d3d9998b259d99","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000181","authorIdStr":"9000000000000181"},"content":"Have you studied stocks using DCF strategy? I haven't.","text":"Have you studied stocks using DCF strategy? I haven't.","html":"Have you studied stocks using DCF strategy? I haven't."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944440063,"gmtCreate":1682052799553,"gmtModify":1682052803349,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"[Like]","listText":"[Like]","text":"[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944440063","repostId":"9944453062","repostType":1,"repost":{"id":9944453062,"gmtCreate":1682048026557,"gmtModify":1682049587006,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"themes":[],"title":"Citibank Q1 2023 Earnings Out. Bank Stocks Time To Buy?","htmlText":"<a href=\"https://ttm.financial/S/C\">$Citigroup(C)$</a>&nbsp;released its&nbsp;Q1 2023&nbsp;quarter earnings on&nbsp;Fri, 14 Apr 2023. This post is a&nbsp;continuation&nbsp;from my previous&nbsp;two&nbsp;postings : (click to read) <a href=\"https://ttm.financial/post/9956117767\" target=\"_blank\">Citibank Q4 2022 Quarterly Earnings report.</a> <a href=\"https://ttm.financial/post/9945945730\" target=\"_blank\">Thu, 13 Apr Post On Which Bank Has Best Earnings !</a> It will be “interesting” to Find out Citibank’s Q1 2023 performance compared to its Q4 2022. Most analysts comparison will be&nbsp;YoY.&nbsp;This will be a different ! Find out if my&nbsp;13 Apr&nbsp;2023 post’s&nbsp;ranking predictions&nbsp;of the banks based off their Q4 2022 earnings were accurate. Revenue&nbsp;came in at&nbsp;$21.4 B","listText":"<a href=\"https://ttm.financial/S/C\">$Citigroup(C)$</a>&nbsp;released its&nbsp;Q1 2023&nbsp;quarter earnings on&nbsp;Fri, 14 Apr 2023. This post is a&nbsp;continuation&nbsp;from my previous&nbsp;two&nbsp;postings : (click to read) <a href=\"https://ttm.financial/post/9956117767\" target=\"_blank\">Citibank Q4 2022 Quarterly Earnings report.</a> <a href=\"https://ttm.financial/post/9945945730\" target=\"_blank\">Thu, 13 Apr Post On Which Bank Has Best Earnings !</a> It will be “interesting” to Find out Citibank’s Q1 2023 performance compared to its Q4 2022. Most analysts comparison will be&nbsp;YoY.&nbsp;This will be a different ! Find out if my&nbsp;13 Apr&nbsp;2023 post’s&nbsp;ranking predictions&nbsp;of the banks based off their Q4 2022 earnings were accurate. Revenue&nbsp;came in at&nbsp;$21.4 B","text":"$Citigroup(C)$ released its Q1 2023 quarter earnings on Fri, 14 Apr 2023. This post is a continuation from my previous two postings : (click to read) Citibank Q4 2022 Quarterly Earnings report. Thu, 13 Apr Post On Which Bank Has Best Earnings ! It will be “interesting” to Find out Citibank’s Q1 2023 performance compared to its Q4 2022. Most analysts comparison will be YoY. This will be a different ! Find out if my 13 Apr 2023 post’s ranking predictions of the banks based off their Q4 2022 earnings were accurate. Revenue came in at $21.4 B","images":[{"img":"https://community-static.tradeup.com/news/f1f42e6fda44027b113e87033f66f9d9","width":"1167","height":"701"},{"img":"https://community-static.tradeup.com/news/a04714d16d268d4f9fa2e673eb49e69f","width":"1216","height":"458"},{"img":"https://community-static.tradeup.com/news/7528f6aa2dbefae267505976fea2d934","width":"1211","height":"445"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944453062","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074367941,"gmtCreate":1658298997383,"gmtModify":1676536137464,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DRIP\">$Direxion Daily S&amp;P Oil &amp; Gas Exp. &amp; Prod. Bear 2X Shares(DRIP)$</a>[Spurting]&nbsp;[Spurting]&nbsp;Dripping blood for now.&nbsp;","listText":"<a href=\"https://ttm.financial/S/DRIP\">$Direxion Daily S&amp;P Oil &amp; Gas Exp. &amp; Prod. Bear 2X Shares(DRIP)$</a>[Spurting]&nbsp;[Spurting]&nbsp;Dripping blood for now.&nbsp;","text":"$Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X Shares(DRIP)$[Spurting] [Spurting] Dripping blood for now.","images":[{"img":"https://community-static.tradeup.com/news/252849d272423d59e93f364649c8b4f0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074367941","isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4091627897322240","authorId":"4091627897322240","name":"May168","avatar":"https://static.tigerbbs.com/e7814d9dbbebfd7d55db30062d9856e7","crmLevel":2,"crmLevelSwitch":0,"idStr":"4091627897322240","authorIdStr":"4091627897322240"},"content":"This is short oil?","text":"This is short oil?","html":"This is short oil?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9037411370,"gmtCreate":1648165363891,"gmtModify":1676534311272,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"OK, is a good company, but the key is how is it different from<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$</a><a href=\"https://ttm.financial/S/LI\">$Li Auto(LI)$</a>and&nbsp;<a href=\"https://ttm.financial/S/BYDDY\">$BYD Co., Ltd.(BYDDY)$</a>?&nbsp;Competition in chinese&nbsp;EV is industry is so intense and if its mode is not wide enough to fend competition, then it is not investable for me.","listText":"OK, is a good company, but the key is how is it different from<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$</a><a href=\"https://ttm.financial/S/LI\">$Li Auto(LI)$</a>and&nbsp;<a href=\"https://ttm.financial/S/BYDDY\">$BYD Co., Ltd.(BYDDY)$</a>?&nbsp;Competition in chinese&nbsp;EV is industry is so intense and if its mode is not wide enough to fend competition, then it is not investable for me.","text":"OK, is a good company, but the key is how is it different from$XPeng Inc.(XPEV)$$Li Auto(LI)$and $BYD Co., Ltd.(BYDDY)$? Competition in chinese EV is industry is so intense and if its mode is not wide enough to fend competition, then it is not investable for me.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037411370","repostId":"1153321995","repostType":2,"repost":{"id":"1153321995","kind":"news","pubTimestamp":1648098607,"share":"https://ttm.financial/m/news/1153321995?lang=&edition=fundamental","pubTime":"2022-03-24 13:10","market":"us","language":"en","title":"Of Course, Nio Will Lose Money in Q4 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1153321995","media":"investorplace","summary":"Nio (NIO) reports Q4 2021 results on March 24 after the markets closeShareholders want to know how m","content":"<html><head></head><body><ul><li>Nio (NIO) reports Q4 2021 results on March 24 after the markets close</li><li>Shareholders want to know how much money it lost in 2021</li><li>Investors should wait for the earnings report to buy Nio stock</li></ul><p>On March 24, the Chinese electric vehicle (EV) maker Nio (NYSE:NIO) reports its fourth quarter 2021 results. The company’s trailing 12-month operating loss through September was 2.98 billion Chinese Yuan ($470 million). It’s expected to lose more in the fourth quarter. On March 23, NIO stock was down 31% year-to-date (YTD).</p><p>If you’ve followed Nio for more than a year, it shouldn’t surprise you that Nio will lose money in 2021. Analysts expect it to lose 1.03 Chinese Yuan (16 cents) per share in 2022. That’s $264 million (based on 1.65 billion American depositary shares), which means its losses have probably plateaued.</p><p>Investors should expect profits in 2023.</p><p>However, even though the business looks like its pathway to profitability is moving ahead, any negative surprises when it reports will likely knock its shares into the teens, where it traded in early March.</p><p>Despite the fact I believe Nio’s got an excellent future, I would wait until after Nio reports Q4 2021 results to buy Nio stock.</p><p>As I’ve said in the past, if a stock is destined for glory, buying after it’s jumped on positive news won’t be a bad thing in the long run.</p><p>Here’s why investors should keep their dry powder ready.</p><h2>Nio Will Soon Have Four Vehicles</h2><p>Deliveries for the company’s ET7 sedan are expected to start in China on March 28. That would be Nio’s fourth vehicle after the ES8, ES6, and EC6. In the first two months of 2022, Nio sold 2,615 ES8, 8,556 ES6, and 4,612 EC6. That’s 15,783 vehicles, 23.3% higher than a year earlier.</p><p>The ES8 is already on sale in Norway, and according to InsideEVs, it’s already launched its first battery swap station in the country. So it’s only a matter of time before Europe is crawling with Nio’s.</p><p>Thanks to the launch of the ET7, Credit Suisse analyst Bun Wang predicts that Nio will deliver 150,000 units in 2022, 64% higher than in 2021. The ET7 will have a big part to play in this growth.</p><p>Despite having four vehicles in play, investors continue to have a negative view of the company’s stock. NIO is down almost 40% year-to-date.</p><p>There are a couple of reasons for investor skepticism.</p><p>First, inflation has hit EV companies. The price of metals that go into EV batteries are up 60% in 2022. That’s going to delay Nio’s pathway to profitability. The second problem is that U.S. investors don’t want to buy Nio shares in New York if it’s only delisted down the road because of poor relations with China.</p><p>Nio can only play the cards it’s dealt. But, so far, it’s doing a darn good job.</p><h2>Analysts Really Like Nio Stock</h2><p>On March 21, according to Barron’s, Deutsche Bank (NYSE:DB) analyst Edison Yu had this to say about Nio in a note to clients leading up to its Q4 2021 earnings:</p><p>The ‘tide may finally be turning,’ wrote Yu. ‘While volumes have stagnated over the past few quarters due to operational bottlenecks, we think deliveries are on track to increase from [10,000 a month to 25,000] exiting the year which will shift the narrative away from supply constraints to product cycle’</p><p>The reality is that more than 90% of the analysts covering NIO stock rate it a “Buy.” The average for the S&amp;P 500 is just 58%. Further, the average target price for Nio is $50, more than double where it currently trades.</p><p>NIO stock has been trading so poorly in 2022 that Yu cut his price target by $20 for Nio to $50. His target price is about the average of the consensus estimate.</p><p>On March 10, InvestorPlace’s Mark Hake suggested Nio stock could be worth at least $33.72 based on its sales forecasts. Hake points out that NIO trades for just 3x the analyst estimate for 2022 sales, about one-third the price-to-sales multiple of Tesla (NASDAQ:TSLA). As a result, Hake believes Nio should be valued at more than $50 billion.</p><p>I’m with my InvestorPlace colleague. Regardless of what analysts think, NIO stock is cheap right now.</p><h2>Nio’s Growth Versus Tesla</h2><p>I don’t think there’s any doubt that TSLA stock should be valued more than Nio.</p><p>However, Nio is expected to have sales of $5.61 billion in 2021 and $9.93 billion in 2022. Tesla had annualized sales of $9.93 billion sometime in fiscal 2017. In June 2017, TSLA stock was trading at $72. Based on 169 million shares outstanding, Tesla had a market capitalization of $12.2 billion or 1.2x sales.</p><p>Now, you might look at that and think that Nio’s overvalued. However, Tesla was losing a lot more money than Nio, not to mention EVs weren’t nearly as popular with consumers as they are today.</p><h2>Where This Leaves Nio Stock</h2><p>We’ve seen an uptick in EV interest since the start of the Russia-Ukraine war has driven oil prices through the roof. Americans are starting to realize that the move to electric probably isn’t such a bad idea after all.</p><p>Companies like Nio ensure the world never has to rely on Russia to power our transportation. That’s a good thing.</p><p>Despite my enthusiasm for NIO stock, I would wait for the results before buying. You never know how investors will react to its report. If it drops under $20, be sure to get some.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Of Course, Nio Will Lose Money in Q4 2021</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\">\nOf Course, Nio Will Lose Money in Q4 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-24 13:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/nio-stock-of-course-nio-will-lose-money-in-q4-2021/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio (NIO) reports Q4 2021 results on March 24 after the markets closeShareholders want to know how much money it lost in 2021Investors should wait for the earnings report to buy Nio stockOn March 24, ...</p>\n\n<a href=\"https://investorplace.com/2022/03/nio-stock-of-course-nio-will-lose-money-in-q4-2021/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://investorplace.com/2022/03/nio-stock-of-course-nio-will-lose-money-in-q4-2021/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153321995","content_text":"Nio (NIO) reports Q4 2021 results on March 24 after the markets closeShareholders want to know how much money it lost in 2021Investors should wait for the earnings report to buy Nio stockOn March 24, the Chinese electric vehicle (EV) maker Nio (NYSE:NIO) reports its fourth quarter 2021 results. The company’s trailing 12-month operating loss through September was 2.98 billion Chinese Yuan ($470 million). It’s expected to lose more in the fourth quarter. On March 23, NIO stock was down 31% year-to-date (YTD).If you’ve followed Nio for more than a year, it shouldn’t surprise you that Nio will lose money in 2021. Analysts expect it to lose 1.03 Chinese Yuan (16 cents) per share in 2022. That’s $264 million (based on 1.65 billion American depositary shares), which means its losses have probably plateaued.Investors should expect profits in 2023.However, even though the business looks like its pathway to profitability is moving ahead, any negative surprises when it reports will likely knock its shares into the teens, where it traded in early March.Despite the fact I believe Nio’s got an excellent future, I would wait until after Nio reports Q4 2021 results to buy Nio stock.As I’ve said in the past, if a stock is destined for glory, buying after it’s jumped on positive news won’t be a bad thing in the long run.Here’s why investors should keep their dry powder ready.Nio Will Soon Have Four VehiclesDeliveries for the company’s ET7 sedan are expected to start in China on March 28. That would be Nio’s fourth vehicle after the ES8, ES6, and EC6. In the first two months of 2022, Nio sold 2,615 ES8, 8,556 ES6, and 4,612 EC6. That’s 15,783 vehicles, 23.3% higher than a year earlier.The ES8 is already on sale in Norway, and according to InsideEVs, it’s already launched its first battery swap station in the country. So it’s only a matter of time before Europe is crawling with Nio’s.Thanks to the launch of the ET7, Credit Suisse analyst Bun Wang predicts that Nio will deliver 150,000 units in 2022, 64% higher than in 2021. The ET7 will have a big part to play in this growth.Despite having four vehicles in play, investors continue to have a negative view of the company’s stock. NIO is down almost 40% year-to-date.There are a couple of reasons for investor skepticism.First, inflation has hit EV companies. The price of metals that go into EV batteries are up 60% in 2022. That’s going to delay Nio’s pathway to profitability. The second problem is that U.S. investors don’t want to buy Nio shares in New York if it’s only delisted down the road because of poor relations with China.Nio can only play the cards it’s dealt. But, so far, it’s doing a darn good job.Analysts Really Like Nio StockOn March 21, according to Barron’s, Deutsche Bank (NYSE:DB) analyst Edison Yu had this to say about Nio in a note to clients leading up to its Q4 2021 earnings:The ‘tide may finally be turning,’ wrote Yu. ‘While volumes have stagnated over the past few quarters due to operational bottlenecks, we think deliveries are on track to increase from [10,000 a month to 25,000] exiting the year which will shift the narrative away from supply constraints to product cycle’The reality is that more than 90% of the analysts covering NIO stock rate it a “Buy.” The average for the S&P 500 is just 58%. Further, the average target price for Nio is $50, more than double where it currently trades.NIO stock has been trading so poorly in 2022 that Yu cut his price target by $20 for Nio to $50. His target price is about the average of the consensus estimate.On March 10, InvestorPlace’s Mark Hake suggested Nio stock could be worth at least $33.72 based on its sales forecasts. Hake points out that NIO trades for just 3x the analyst estimate for 2022 sales, about one-third the price-to-sales multiple of Tesla (NASDAQ:TSLA). As a result, Hake believes Nio should be valued at more than $50 billion.I’m with my InvestorPlace colleague. Regardless of what analysts think, NIO stock is cheap right now.Nio’s Growth Versus TeslaI don’t think there’s any doubt that TSLA stock should be valued more than Nio.However, Nio is expected to have sales of $5.61 billion in 2021 and $9.93 billion in 2022. Tesla had annualized sales of $9.93 billion sometime in fiscal 2017. In June 2017, TSLA stock was trading at $72. Based on 169 million shares outstanding, Tesla had a market capitalization of $12.2 billion or 1.2x sales.Now, you might look at that and think that Nio’s overvalued. However, Tesla was losing a lot more money than Nio, not to mention EVs weren’t nearly as popular with consumers as they are today.Where This Leaves Nio StockWe’ve seen an uptick in EV interest since the start of the Russia-Ukraine war has driven oil prices through the roof. Americans are starting to realize that the move to electric probably isn’t such a bad idea after all.Companies like Nio ensure the world never has to rely on Russia to power our transportation. That’s a good thing.Despite my enthusiasm for NIO stock, I would wait for the results before buying. You never know how investors will react to its report. If it drops under $20, be sure to get some.","news_type":1},"isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274775305388","authorId":"3479274775305388","name":"PSG2010","avatar":"https://static.tigerbbs.com/7b0d9918c0ae3b5288d953af85e09579","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274775305388","authorIdStr":"3479274775305388"},"content":"Which company are you talking about?","text":"Which company are you talking about?","html":"Which company are you talking about?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901682066,"gmtCreate":1659188771255,"gmtModify":1676536269995,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"August to October is usually the most volatile months. Hope traders out there stay safe and take care.&nbsp;[Happy]&nbsp;","listText":"August to October is usually the most volatile months. Hope traders out there stay safe and take care.&nbsp;[Happy]&nbsp;","text":"August to October is usually the most volatile months. Hope traders out there stay safe and take care. [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901682066","repostId":"2255591959","repostType":4,"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9072744666,"gmtCreate":1658105968655,"gmtModify":1676536105983,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DRIP\">$Direxion Daily S&amp;P Oil &amp; Gas Exp. &amp; Prod. Bear 2X Shares(DRIP)$</a>Looks like there will be a rebound in natural gas and oil soon from the 200 Day moving average, but I will be holding on to my position for the time being.&nbsp;[Happy]&nbsp;[Happy]&nbsp;","listText":"<a href=\"https://ttm.financial/S/DRIP\">$Direxion Daily S&amp;P Oil &amp; Gas Exp. &amp; Prod. Bear 2X Shares(DRIP)$</a>Looks like there will be a rebound in natural gas and oil soon from the 200 Day moving average, but I will be holding on to my position for the time being.&nbsp;[Happy]&nbsp;[Happy]&nbsp;","text":"$Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X Shares(DRIP)$Looks like there will be a rebound in natural gas and oil soon from the 200 Day moving average, but I will be holding on to my position for the time being. [Happy] [Happy]","images":[{"img":"https://community-static.tradeup.com/news/ea97f64c5b6d10d95628f5ea77b54b84","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072744666","isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9004837117,"gmtCreate":1642552637642,"gmtModify":1676533721754,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a><a href=\"https://ttm.financial/S/FUTU\">$Futu Holdings Limited(FUTU)$</a>The greens in the sea of red.&nbsp;[Happy]&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a><a href=\"https://ttm.financial/S/FUTU\">$Futu Holdings Limited(FUTU)$</a>The greens in the sea of red.&nbsp;[Happy]&nbsp;","text":"$Tiger Brokers(TIGR)$$Futu Holdings Limited(FUTU)$The greens in the sea of red. [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004837117","isVote":1,"tweetType":1,"viewCount":991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046042841,"gmtCreate":1656286953084,"gmtModify":1676535797638,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"Market volatility still expected. Manage risk and position well.&nbsp;[Happy]&nbsp;","listText":"Market volatility still expected. Manage risk and position well.&nbsp;[Happy]&nbsp;","text":"Market volatility still expected. Manage risk and position well. [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046042841","repostId":"1184080362","repostType":4,"repost":{"id":"1184080362","kind":"news","pubTimestamp":1656283742,"share":"https://ttm.financial/m/news/1184080362?lang=&edition=fundamental","pubTime":"2022-06-27 06:49","market":"us","language":"en","title":"Stocks Pace Towards Worst Start since 1970: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1184080362","media":"Yahoo Finance","summary":"The week ahead will bring to an end the second quarter and the first half of what has been a challen","content":"<html><head></head><body><p>The week ahead will bring to an end the second quarter and the first half of what has been a challenging 2022 for investors.</p><p>Several key economic reports, including core PCE inflation – the Federal Reserve&#39;s preferred measure of consumer prices – are on tap, along with earnings from Nike (NKE), Jefferies (JEF), Micron Technology (MU), and Bed Bath &amp; Beyond (BBBY).</p><p>The S&amp;P 500 rose by more than 3% on Friday and gained over 6% for the week, its second-best week this year and its first weekly rise since late May.</p><p>The benchmark index still remains on pace for one its worst opening six months since 1970. Only five times since 1932 has the S&amp;P 500 lost 15% or more in the first six months of a year; through Friday&#39;s close, the benchmark index was down just under 18%.</p><p>“As bad as [this year] has been for investors, the good news is previous years that were down at least 15% at the midway point to the year saw the final six months higher every single time, with an average return of nearly 24%,” LPL Financial chief market strategist Ryan Detrick noted earlier this week.</p><p>And indeed, investors remain generally optimistic that a rebound is ahead despite this year’s downturn.</p><p>Although analysts have lowered their price targets on S&amp;P 500 companies in recent months — bringing the consensus bottom-up target price for the index below 5,000 for the first time since August 2021 — the estimate of 4,987.28 as of June 23 remains 31.4% above the closing price of the same day’s closing price of 3,795.73,according to data from FactSet.</p><p>This suggests analysts expect the index to rise by more than 30% in the next 12 months.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec36198085b4a3361002d2db9a792adf\" tg-width=\"960\" tg-height=\"556\" width=\"100%\" height=\"auto\"/><span>The S&amp;P 500 bottom-up target price. vs. closing price over the past 12 months.</span></p><p>J.P. Morgan strategist Marko Kolanovic indicated in a note to clients Friday that U.S. equities may climb as much as 7% next week as investors rebalance portfolios amid the end of the month, second quarter, and first half of the year.</p><p>“Next week’s rebalance is important since equity markets were down significantly over the past month, quarter and six-month time period,” Kolanovic said. &#34;On top of that, the market is in an oversold condition, cash balances are at record levels, and recent market shorting activity reached levels not seen since 2008.&#34;</p><p>On the economic calendar, personal consumption expenditures (PCE) data will be closely watched by traders this week. The Bureau of Economic Analysis will release its monthly PCE deflator on Thursday, giving investors the latest view on inflation across the U.S. economy as the Federal Reserve moves up its key benchmark interest rate to tame price increases.</p><p>Economists surveyed by Bloomberg expect PCE to rise 0.7% in May compared to 0.2% the prior month. On a year-over-year basis, the PCE deflator is expected to accelerate 6.4%, up from a climb of 6.3% in April.</p><p>The core PCE index, which strips out the cost of food and energy, is expected to hold steady from the prior month’s print. Economists are looking for a 5.1% increase in core PCE in May, compared to April’s 5.1% rise.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a3c816f919804bca939b29921c02462\" tg-width=\"960\" tg-height=\"644\" width=\"100%\" height=\"auto\"/><span>U.S. Federal Reserve Board Chair Jerome Powell testifies before a House Financial Services Committee hearing in Washington, U.S., June 23, 2022. REUTERS/Mary F. Calvert</span></p><p>The latest PCE data will come as the U.S. central bank’s fight against inflation looks increasingly more complex, with a growing number of economists and strategists on Wall Street suggesting that the Fed will not be able to rein in prices without tipping the economy into a recession.</p><p>“I do worry that the probability of a soft landing, which means you bring down inflation without unduly hurting growth and employment, has declined significantly because of a series of Federal Reserve mistakes,” economist Mohamed El-Erian told Yahoo Finance Live last week.</p><p>Elsewhere on the economic calendar, investors will keep a close eye on durable goods figures on Monday, the Conference Board’s consumer confidence reading out Tuesday, and several reports on manufacturing and housing throughout the week. Investors will also get a third and final read on first quarter GDP.</p><p>On the earnings side, reports from Nike (NKE), Bed Bath &amp; Beyond (BBBY), Jefferies (JEF), and Micron Technology (MU) will feature.</p><p>—</p><p><b>Economic calendar</b></p><p><b>Monday:</b><b><i>Durable Goods Orders</i></b>, May preliminary (0.2% expected, 0.5% during prior month); <b><i>Durables Excluding Transportation</i></b>, May preliminary (0.3% expected, 0.4% during prior month); <b><i>Pending Home Sales</i></b>, month-over-month, May (-3.9% expected, -3.9% during prior month);<b><i>Pending Home Sales NSA</i></b>, year-over-year, April (-11.5% during prior month); <b><i>Dallas Fed Manufacturing Activity</i></b>, June (-6.5 expected, -7.3 during prior month)</p><p><b>Tuesday:</b><b><i>Advance Goods Trade Balance</i></b>, May (-$105.4 billion expected, -$105.9 billion during prior month, revised to -$106.7 billion); <b><i>Wholesale Inventories</i></b>, month-over-month, May preliminary (2.2% expected, 2.2% during previous month); <b><i>Retail Inventories</i></b>, month-over-month, May (1.6 expected, 0.7% during prior month); <b><i>FHFA Housing Pricing Index</i></b>, April (1.6% expected, 1.5% during prior month); <b><i>S&amp;P CoreLogic Case-Shiller 20-City Composite</i></b>, month-over-month, April (1.85% expected, 2.42% during prior month); <b><i>S&amp;P CoreLogic Case-Shiller 20-City Composite</i></b>, year-over-year, April (21.20% expected, 21.17% during prior month); <b><i>S&amp;P CoreLogic Case-Shiller U.S. National Home Price Index</i></b>, year-over-year, April (20.55% during prior month); <b><i>Conference Board Consumer Confidence</i></b>, June (100 expected, 106.4 during prior month); <b><i>Richmond Fed Manufacturing Index</i></b>, June (-5 expected, -9 during prior month)</p><p><b>Wednesday:</b><b><i>MBA Mortgage Applications</i></b>, week ended June 24 (-4.2% during prior week); <b><i>GDP Annualized</i></b>, quarter-over-quarter, 1Q third (-1.5% expected, -1.5% prior); <b><i>Personal Consumption</i></b>, quarter-over-quarter, 1Q third (3.1% expected, 3.1% prior); <b><i>GDP Price Index</i></b>, quarter-over-quarter, 1Q third (8.1% expected, 8.1% prior); <b><i>Core PCE</i></b>, quarter-over-quarter, 1Q second (5.1% expected, 5.1% prior)</p><p><b>Thursday:</b><b><i>Personal Income</i></b>, month-over-month, May (0.5% expected, 0.4% during prior month); <b><i>Personal Spending</i></b>, month-over-month, May (0.4% expected, 0.9% during prior month); <b><i>Real Personal Spending</i></b>, month-over-month, May (-0.2% expected, 0.7% during prior month);<b><i>Initial Jobless Claims</i></b>, week ended June 25 (230,000 expected, 229,000 during prior week); <b><i>Continuing Claims</i></b>, week ended June 18 (1.310 million expected, 1.315 million during prior week);<b><i>PCE Deflator</i></b>, month-over-month, May (0.7% expected, 0.2% during prior month); <b><i>PCE Deflator</i></b>, year-over-year, May (6.4% expected, 6.3% during prior month); <b><i>PCE Core Deflator</i></b>, month-over-month, May (0.4% expected, 0.3% during prior month); <b><i>PCE Core Deflator</i></b>, year-over-year, May (4.8% expected, 4.9% during prior month); <b><i>MNI Chicago PMI</i></b>, June (58 expected, 60.3 during prior month)</p><p><b>Friday:</b><b><i>S&amp;P Global U.S. Manufacturing PMI</i></b>, June final (52.4 expected, 52.4 prior); <b><i>Construction Spending</i></b>, month-over-month, May (0.4% expected, 0.2% during prior month); <b><i>ISM Manufacturing</i></b>, June (54.7 expected, 56.1 during prior month); <b><i>ISM Prices Paid</i></b>, June (80.0 expected, 82.2 during prior month), ISM New Orders, June (55.1 during prior month); <b><i>ISM Employment,</i></b>June (49.6 during prior month); <b><i>Wards Total Vehicle Sales</i></b>, June (13.40 million, 12.68 during prior month)</p><p>—</p><p><b>Earnings calendar</b></p><p><b>Monday</b></p><p>Before market open:<i>No notable reports scheduled for release.</i></p><p>After market close:<b>Nike</b>(NKE), <b>Jefferies Financial Group</b>(JEF), <b>Trip.com Group</b>(TCOM)</p><p><b>Tuesday</b></p><p>Before market open:<i>No notable reports scheduled for release.</i></p><p>After market close: <b>AeroVironment</b>(AVAV)</p><p><b>Wednesday</b></p><p>Before market open: <b>Barnes &amp; Noble Education</b>(BNED), <b>Bed Bath &amp; Beyond</b>(BBBY), <b>General Mills</b>(GIS), <b>McCormick &amp; Co.</b>(MKC), <b>Paychex</b>(PAYX)</p><p>After market close: <b>MillerKnoll</b>(MLKN)</p><p><b>Thursday</b></p><p>Before market open: <b>Constellation Brands</b>(STZ)</p><p>After market close: <b>Micron Technology</b>(MU), <b>Walgreens Boots Alliance</b>(WBA)</p><p><b>Friday</b></p><p><i>No notable reports scheduled for release.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks Pace Towards Worst Start since 1970: 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; 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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\">\nStocks Pace Towards Worst Start since 1970: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-27 06:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/what-to-know-this-week-in-markets-june-27-184417186.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The week ahead will bring to an end the second quarter and the first half of what has been a challenging 2022 for investors.Several key economic reports, including core PCE inflation – the Federal ...</p>\n\n<a href=\"https://finance.yahoo.com/news/what-to-know-this-week-in-markets-june-27-184417186.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","WBA":"沃尔格林联合博姿","BBBY":"3B家居",".IXIC":"NASDAQ Composite","MU":"美光科技",".SPX":"S&P 500 Index","NKE":"耐克"},"source_url":"https://finance.yahoo.com/news/what-to-know-this-week-in-markets-june-27-184417186.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184080362","content_text":"The week ahead will bring to an end the second quarter and the first half of what has been a challenging 2022 for investors.Several key economic reports, including core PCE inflation – the Federal Reserve's preferred measure of consumer prices – are on tap, along with earnings from Nike (NKE), Jefferies (JEF), Micron Technology (MU), and Bed Bath & Beyond (BBBY).The S&P 500 rose by more than 3% on Friday and gained over 6% for the week, its second-best week this year and its first weekly rise since late May.The benchmark index still remains on pace for one its worst opening six months since 1970. Only five times since 1932 has the S&P 500 lost 15% or more in the first six months of a year; through Friday's close, the benchmark index was down just under 18%.“As bad as [this year] has been for investors, the good news is previous years that were down at least 15% at the midway point to the year saw the final six months higher every single time, with an average return of nearly 24%,” LPL Financial chief market strategist Ryan Detrick noted earlier this week.And indeed, investors remain generally optimistic that a rebound is ahead despite this year’s downturn.Although analysts have lowered their price targets on S&P 500 companies in recent months — bringing the consensus bottom-up target price for the index below 5,000 for the first time since August 2021 — the estimate of 4,987.28 as of June 23 remains 31.4% above the closing price of the same day’s closing price of 3,795.73,according to data from FactSet.This suggests analysts expect the index to rise by more than 30% in the next 12 months.The S&P 500 bottom-up target price. vs. closing price over the past 12 months.J.P. Morgan strategist Marko Kolanovic indicated in a note to clients Friday that U.S. equities may climb as much as 7% next week as investors rebalance portfolios amid the end of the month, second quarter, and first half of the year.“Next week’s rebalance is important since equity markets were down significantly over the past month, quarter and six-month time period,” Kolanovic said. \"On top of that, the market is in an oversold condition, cash balances are at record levels, and recent market shorting activity reached levels not seen since 2008.\"On the economic calendar, personal consumption expenditures (PCE) data will be closely watched by traders this week. The Bureau of Economic Analysis will release its monthly PCE deflator on Thursday, giving investors the latest view on inflation across the U.S. economy as the Federal Reserve moves up its key benchmark interest rate to tame price increases.Economists surveyed by Bloomberg expect PCE to rise 0.7% in May compared to 0.2% the prior month. On a year-over-year basis, the PCE deflator is expected to accelerate 6.4%, up from a climb of 6.3% in April.The core PCE index, which strips out the cost of food and energy, is expected to hold steady from the prior month’s print. Economists are looking for a 5.1% increase in core PCE in May, compared to April’s 5.1% rise.U.S. Federal Reserve Board Chair Jerome Powell testifies before a House Financial Services Committee hearing in Washington, U.S., June 23, 2022. REUTERS/Mary F. CalvertThe latest PCE data will come as the U.S. central bank’s fight against inflation looks increasingly more complex, with a growing number of economists and strategists on Wall Street suggesting that the Fed will not be able to rein in prices without tipping the economy into a recession.“I do worry that the probability of a soft landing, which means you bring down inflation without unduly hurting growth and employment, has declined significantly because of a series of Federal Reserve mistakes,” economist Mohamed El-Erian told Yahoo Finance Live last week.Elsewhere on the economic calendar, investors will keep a close eye on durable goods figures on Monday, the Conference Board’s consumer confidence reading out Tuesday, and several reports on manufacturing and housing throughout the week. Investors will also get a third and final read on first quarter GDP.On the earnings side, reports from Nike (NKE), Bed Bath & Beyond (BBBY), Jefferies (JEF), and Micron Technology (MU) will feature.—Economic calendarMonday:Durable Goods Orders, May preliminary (0.2% expected, 0.5% during prior month); Durables Excluding Transportation, May preliminary (0.3% expected, 0.4% during prior month); Pending Home Sales, month-over-month, May (-3.9% expected, -3.9% during prior month);Pending Home Sales NSA, year-over-year, April (-11.5% during prior month); Dallas Fed Manufacturing Activity, June (-6.5 expected, -7.3 during prior month)Tuesday:Advance Goods Trade Balance, May (-$105.4 billion expected, -$105.9 billion during prior month, revised to -$106.7 billion); Wholesale Inventories, month-over-month, May preliminary (2.2% expected, 2.2% during previous month); Retail Inventories, month-over-month, May (1.6 expected, 0.7% during prior month); FHFA Housing Pricing Index, April (1.6% expected, 1.5% during prior month); S&P CoreLogic Case-Shiller 20-City Composite, month-over-month, April (1.85% expected, 2.42% during prior month); S&P CoreLogic Case-Shiller 20-City Composite, year-over-year, April (21.20% expected, 21.17% during prior month); S&P CoreLogic Case-Shiller U.S. National Home Price Index, year-over-year, April (20.55% during prior month); Conference Board Consumer Confidence, June (100 expected, 106.4 during prior month); Richmond Fed Manufacturing Index, June (-5 expected, -9 during prior month)Wednesday:MBA Mortgage Applications, week ended June 24 (-4.2% during prior week); GDP Annualized, quarter-over-quarter, 1Q third (-1.5% expected, -1.5% prior); Personal Consumption, quarter-over-quarter, 1Q third (3.1% expected, 3.1% prior); GDP Price Index, quarter-over-quarter, 1Q third (8.1% expected, 8.1% prior); Core PCE, quarter-over-quarter, 1Q second (5.1% expected, 5.1% prior)Thursday:Personal Income, month-over-month, May (0.5% expected, 0.4% during prior month); Personal Spending, month-over-month, May (0.4% expected, 0.9% during prior month); Real Personal Spending, month-over-month, May (-0.2% expected, 0.7% during prior month);Initial Jobless Claims, week ended June 25 (230,000 expected, 229,000 during prior week); Continuing Claims, week ended June 18 (1.310 million expected, 1.315 million during prior week);PCE Deflator, month-over-month, May (0.7% expected, 0.2% during prior month); PCE Deflator, year-over-year, May (6.4% expected, 6.3% during prior month); PCE Core Deflator, month-over-month, May (0.4% expected, 0.3% during prior month); PCE Core Deflator, year-over-year, May (4.8% expected, 4.9% during prior month); MNI Chicago PMI, June (58 expected, 60.3 during prior month)Friday:S&P Global U.S. Manufacturing PMI, June final (52.4 expected, 52.4 prior); Construction Spending, month-over-month, May (0.4% expected, 0.2% during prior month); ISM Manufacturing, June (54.7 expected, 56.1 during prior month); ISM Prices Paid, June (80.0 expected, 82.2 during prior month), ISM New Orders, June (55.1 during prior month); ISM Employment,June (49.6 during prior month); Wards Total Vehicle Sales, June (13.40 million, 12.68 during prior month)—Earnings calendarMondayBefore market open:No notable reports scheduled for release.After market close:Nike(NKE), Jefferies Financial Group(JEF), Trip.com Group(TCOM)TuesdayBefore market open:No notable reports scheduled for release.After market close: AeroVironment(AVAV)WednesdayBefore market open: Barnes & Noble Education(BNED), Bed Bath & Beyond(BBBY), General Mills(GIS), McCormick & Co.(MKC), Paychex(PAYX)After market close: MillerKnoll(MLKN)ThursdayBefore market open: Constellation Brands(STZ)After market close: Micron Technology(MU), Walgreens Boots Alliance(WBA)FridayNo notable reports scheduled for release.","news_type":1},"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013325991,"gmtCreate":1648686288655,"gmtModify":1676534378254,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"Highly likely that the pullback this time is going to be quite serious. Many stocks overbought, prices rising on low volumes, less optimistic outlook for next quarter.&nbsp;","listText":"Highly likely that the pullback this time is going to be quite serious. Many stocks overbought, prices rising on low volumes, less optimistic outlook for next quarter.&nbsp;","text":"Highly likely that the pullback this time is going to be quite serious. Many stocks overbought, prices rising on low volumes, less optimistic outlook for next quarter.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013325991","repostId":"2223334013","repostType":4,"repost":{"id":"2223334013","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1648680663,"share":"https://ttm.financial/m/news/2223334013?lang=&edition=fundamental","pubTime":"2022-03-31 06:51","market":"us","language":"en","title":"US STOCKS-Dow, S&P Close Lower After 4 Days of Gains","url":"https://stock-news.laohu8.com/highlight/detail?id=2223334013","media":"Reuters","summary":"U.S. bond market spurs recession worryPrivate payrolls increased by 455,000 jobs in MarchDow down 0.19%, S&P 500 down 0.63%, Nasdaq down 1.21%U.S. stocks fell on Wednesday, with the Dow and S&P 500 sn","content":"<html><head></head><body><ul><li>U.S. bond market spurs recession worry</li><li>Private payrolls increased by 455,000 jobs in March</li><li>Dow down 0.19%, S&amp;P 500 down 0.63%, Nasdaq down 1.21%</li></ul><p>U.S. stocks fell on Wednesday, with the Dow and S&amp;P 500 snapping four-session winning streaks, on waning signs of progress for peace talks between Ukraine and Russia against a backdrop of a hawkish Federal Reserve curbing economic growth.</p><p>The S&amp;P has rebounded more than 5% in March after starting the year with two straight monthly declines. Still, the benchmark index is on track for its first quarterly decline since the first quarter of 2020, when the COVID-19 pandemic in the United States was reaching full swing.</p><p>Prices for commodities such as oil and metals have surged since the invasion, intensifying already-high U.S. inflation.</p><p>&#34;Ukraine is the controlling narrative for this market, if we are going to get a settlement and we get the potential from that settlement for lower energy prices, which is really the key, and then some sort of return to normalcy in terms of the world economy that is a real positive for the market,&#34; said Rick Meckler, partner at Cherry Lane Investments in New Vernon, New Jersey.</p><p>&#34;If not, we are going to continue to just go back and forth here as the market tries to digest who the winners and losers are because there are a lot of unintended consequences coming out of this war,&#34; Meckler added.</p><p>The Dow Jones Industrial Average (.DJI) fell 65.38 points, or 0.19%, to 35,228.81, the S&amp;P 500 (.SPX) lost 29.15 points, or 0.63%, to 4,602.45 and the Nasdaq Composite (.IXIC) dropped 177.36 points, or 1.21%, to 14,442.28.</p><p>As inflation intensifies, so does speculation the Federal Reserve may get more aggressive in raising interest rates, which could put a damper on economic growth.</p><p>The S&amp;P energy index (.SPNY) was the leading sector on the plus side with a gain of 1.17%. It is up nearly 40% this year, which would mark its strongest quarterly performance ever.</p><p>The sector is currently one of only three that are positive on the year and has far outpaced the next closest performer in utilities (.SPLRCU), which are up nearly 4% on the year but closed at a record high for a fourth straight session.</p><p>Some investors have taken a defensive stance due to fears of excessive Fed tightening and recent signals in the bond market that often act as precursors to a recession.</p><p>Still, economic data continues to indicate a strong labor market. The ADP National Employment Report showed private payrolls rose by 455,000 jobs last month after advancing 486,000 in February. Investors will watch for Friday&#39;s payrolls report.</p><p><a href=\"https://laohu8.com/S/LULU\">Lululemon Athletica Inc</a> surged 9.58% after forecasting full-year profit and revenue above estimates, as demand for athletic wear remains strong. read more</p><p>Volume on U.S. exchanges was 11.69 billion shares, compared with the 13.93 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.24-to-1 ratio; on Nasdaq, a 1.98-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 44 new 52-week highs and 1 new low; the Nasdaq Composite recorded 51 new highs and 47 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Dow, S&P Close Lower After 4 Days of Gains</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Dow, S&P Close Lower After 4 Days of Gains\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\">2022-03-31 06:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>U.S. bond market spurs recession worry</li><li>Private payrolls increased by 455,000 jobs in March</li><li>Dow down 0.19%, S&amp;P 500 down 0.63%, Nasdaq down 1.21%</li></ul><p>U.S. stocks fell on Wednesday, with the Dow and S&amp;P 500 snapping four-session winning streaks, on waning signs of progress for peace talks between Ukraine and Russia against a backdrop of a hawkish Federal Reserve curbing economic growth.</p><p>The S&amp;P has rebounded more than 5% in March after starting the year with two straight monthly declines. Still, the benchmark index is on track for its first quarterly decline since the first quarter of 2020, when the COVID-19 pandemic in the United States was reaching full swing.</p><p>Prices for commodities such as oil and metals have surged since the invasion, intensifying already-high U.S. inflation.</p><p>&#34;Ukraine is the controlling narrative for this market, if we are going to get a settlement and we get the potential from that settlement for lower energy prices, which is really the key, and then some sort of return to normalcy in terms of the world economy that is a real positive for the market,&#34; said Rick Meckler, partner at Cherry Lane Investments in New Vernon, New Jersey.</p><p>&#34;If not, we are going to continue to just go back and forth here as the market tries to digest who the winners and losers are because there are a lot of unintended consequences coming out of this war,&#34; Meckler added.</p><p>The Dow Jones Industrial Average (.DJI) fell 65.38 points, or 0.19%, to 35,228.81, the S&amp;P 500 (.SPX) lost 29.15 points, or 0.63%, to 4,602.45 and the Nasdaq Composite (.IXIC) dropped 177.36 points, or 1.21%, to 14,442.28.</p><p>As inflation intensifies, so does speculation the Federal Reserve may get more aggressive in raising interest rates, which could put a damper on economic growth.</p><p>The S&amp;P energy index (.SPNY) was the leading sector on the plus side with a gain of 1.17%. It is up nearly 40% this year, which would mark its strongest quarterly performance ever.</p><p>The sector is currently one of only three that are positive on the year and has far outpaced the next closest performer in utilities (.SPLRCU), which are up nearly 4% on the year but closed at a record high for a fourth straight session.</p><p>Some investors have taken a defensive stance due to fears of excessive Fed tightening and recent signals in the bond market that often act as precursors to a recession.</p><p>Still, economic data continues to indicate a strong labor market. The ADP National Employment Report showed private payrolls rose by 455,000 jobs last month after advancing 486,000 in February. Investors will watch for Friday&#39;s payrolls report.</p><p><a href=\"https://laohu8.com/S/LULU\">Lululemon Athletica Inc</a> surged 9.58% after forecasting full-year profit and revenue above estimates, as demand for athletic wear remains strong. read more</p><p>Volume on U.S. exchanges was 11.69 billion shares, compared with the 13.93 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.24-to-1 ratio; on Nasdaq, a 1.98-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 44 new 52-week highs and 1 new low; the Nasdaq Composite recorded 51 new highs and 47 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4202":"服装、服饰与奢侈品","TQQQ":"纳指三倍做多ETF","QQQ":"纳指100ETF","DOG":"道指反向ETF","DJX":"1/100道琼斯","UDOW":"道指三倍做多ETF-ProShares","QID":"纳指两倍做空ETF","SQQQ":"纳指三倍做空ETF","DXD":"道指两倍做空ETF",".DJI":"道琼斯","QLD":"纳指两倍做多ETF","PSQ":"纳指反向ETF",".IXIC":"NASDAQ Composite","LULU":"lululemon athletica","DDM":"道指两倍做多ETF",".SPX":"S&P 500 Index","SDOW":"道指三倍做空ETF-ProShares","BK4504":"桥水持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2223334013","content_text":"U.S. bond market spurs recession worryPrivate payrolls increased by 455,000 jobs in MarchDow down 0.19%, S&P 500 down 0.63%, Nasdaq down 1.21%U.S. stocks fell on Wednesday, with the Dow and S&P 500 snapping four-session winning streaks, on waning signs of progress for peace talks between Ukraine and Russia against a backdrop of a hawkish Federal Reserve curbing economic growth.The S&P has rebounded more than 5% in March after starting the year with two straight monthly declines. Still, the benchmark index is on track for its first quarterly decline since the first quarter of 2020, when the COVID-19 pandemic in the United States was reaching full swing.Prices for commodities such as oil and metals have surged since the invasion, intensifying already-high U.S. inflation.\"Ukraine is the controlling narrative for this market, if we are going to get a settlement and we get the potential from that settlement for lower energy prices, which is really the key, and then some sort of return to normalcy in terms of the world economy that is a real positive for the market,\" said Rick Meckler, partner at Cherry Lane Investments in New Vernon, New Jersey.\"If not, we are going to continue to just go back and forth here as the market tries to digest who the winners and losers are because there are a lot of unintended consequences coming out of this war,\" Meckler added.The Dow Jones Industrial Average (.DJI) fell 65.38 points, or 0.19%, to 35,228.81, the S&P 500 (.SPX) lost 29.15 points, or 0.63%, to 4,602.45 and the Nasdaq Composite (.IXIC) dropped 177.36 points, or 1.21%, to 14,442.28.As inflation intensifies, so does speculation the Federal Reserve may get more aggressive in raising interest rates, which could put a damper on economic growth.The S&P energy index (.SPNY) was the leading sector on the plus side with a gain of 1.17%. It is up nearly 40% this year, which would mark its strongest quarterly performance ever.The sector is currently one of only three that are positive on the year and has far outpaced the next closest performer in utilities (.SPLRCU), which are up nearly 4% on the year but closed at a record high for a fourth straight session.Some investors have taken a defensive stance due to fears of excessive Fed tightening and recent signals in the bond market that often act as precursors to a recession.Still, economic data continues to indicate a strong labor market. The ADP National Employment Report showed private payrolls rose by 455,000 jobs last month after advancing 486,000 in February. Investors will watch for Friday's payrolls report.Lululemon Athletica Inc surged 9.58% after forecasting full-year profit and revenue above estimates, as demand for athletic wear remains strong. read moreVolume on U.S. exchanges was 11.69 billion shares, compared with the 13.93 billion average for the full session over the last 20 trading days.Declining issues outnumbered advancing ones on the NYSE by a 1.24-to-1 ratio; on Nasdaq, a 1.98-to-1 ratio favored decliners.The S&P 500 posted 44 new 52-week highs and 1 new low; the Nasdaq Composite recorded 51 new highs and 47 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901712587,"gmtCreate":1659269215349,"gmtModify":1676536279227,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"Right now there is bearish bias towards China stock. Unless if there is reversal pattern spotted near critical&nbsp;support zones, it will not be a buy for me.&nbsp;[Happy]&nbsp;","listText":"Right now there is bearish bias towards China stock. Unless if there is reversal pattern spotted near critical&nbsp;support zones, it will not be a buy for me.&nbsp;[Happy]&nbsp;","text":"Right now there is bearish bias towards China stock. Unless if there is reversal pattern spotted near critical support zones, it will not be a buy for me. [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901712587","repostId":"1165172007","repostType":4,"repost":{"id":"1165172007","kind":"news","pubTimestamp":1659229304,"share":"https://ttm.financial/m/news/1165172007?lang=&edition=fundamental","pubTime":"2022-07-31 09:01","market":"hk","language":"en","title":"Alibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?","url":"https://stock-news.laohu8.com/highlight/detail?id=1165172007","media":"seekingalpha","summary":"SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba was struck by delisting fears again on July 29, as the US SEC added China&#39;s leading e-commerce player to its delisting list. As a result, BABA slumped.</li><li>However, we urge investors not to overreact to such fears. Alibaba is seeking a primary listing in Hong Kong that would enable it to access capital and liquidity from Chinese investors.</li><li>We also believe the recent statement by Politburo, which suggested that China could miss its 5.5% GDP growth target, could have unsettled some investors.</li><li>Notwithstanding, we believe it sets up BABA very well, heading into its upcoming Q1 card on August 4.</li><li>Therefore, we revise our rating from Hold to Buy. We urge investors to use the recent pessimism and add exposure, as its price action is leaning increasingly bullish.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/349a5bf19a4fd08047fdb45cb2ec1bb8\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Robert Way</span></p><p><b>Thesis</b></p><p>Alibaba Group Holding Limited (NYSE:BABA) is slated to report its FQ1&#39;23 earnings release on August 4. BABA investors have been hammered (again) over the past month as the bears returned to haunt Chinese stocks. The delisting fears are back!</p><p>In our June downgrade (Hold rating), we cautioned investors that we noted significant selling pressure at its critical resistance zone ($125) and urged them to avoid adding at those levels. Despite the sharp recovery from its May lows, we were concerned that the market could use the bullish sentiments in June to attract buyers into a trap before digesting those gains.</p><p>Consequently, since our June article, BABA has significantly underperformed the SPDR S&amp;P 500 ETF (SPY). As a result, it posted a return of -14.5%, against the SPY&#39;s 11.06% gain over the same period.</p><p>The market has leveraged the recent pessimism astutely over its delisting risks and China&#39;s increasingly tenuous GDP growth target to shake out weak hands. As a result, the market pessimism has presented investors with another opportunity to consider adding BABA again!</p><p>Therefore, we revise our rating on BABA from Hold to Buy. Notwithstanding, we caution investors that our price action analysis has yet to indicate any potential bear trap (indicating that the market decisively denied further selling downside) yet. Therefore, we are &#34;front-running&#34; the market in anticipation of robust buying support at the current levels to appear soon.</p><p><b>Delisting And GDP Growth Target Fears!</b></p><p>BABA slumped on July 29 as the US SEC added China&#39;s e-commerce behemoth to its delisting list, which stunned the market.</p><p>However, are such headwinds new? Absolutely not. So, we urge investors not to overreact to such a move by the market to shake out weak hands. BABA got a boost recently as the company highlighted that it could seek a primary listing in Hong Kong, quelling fears of its delisting in the US. Furthermore, a primary listing in Hong Kong would enable Alibaba to leverage investors in mainland China to invest in its stock.</p><p>Citi&#39;s (C) recent commentary was favorable of the move by Alibaba to seek a primary listing in Hong Kong. It emphasized (edited):</p><blockquote>We view the move as positive given the continued overhang on ADRs from the threat of delisting. A smooth transition to the new primary listing could pave the wave for other companies that already have dual listings. We view this as an important sentiment shift to attract more capital and liquidity to Alibaba and other China Internet stocks over time. - Barron&#39;s</blockquote><p>Notwithstanding, KGI Asia (a leading Hong Kong brokerage firm) noted that the process could be more complex than what investors assessed. Accordingly, it accentuated (edited):</p><blockquote>On top of earnings concerns, there are some worries that the listing timetable for Ant might be delayed by Jack Ma&#39;s decision to give up his control over Ant Group. It&#39;s hard for A-share companies to obtain approval if there is a change in key shareholding structure within three years. - Bloomberg</blockquote><p>Furthermore, the market could also have been spooked by the language used by the Chinese government after its recent Politburo (China&#39;s highest decision-making body) meeting.</p><p>The language in its statement suggested that China seems to be moving away from trying to maintain its 5.5% GDP growth target, which economists have emphasized for months is improbable. Bloomberg reported (edited):</p><blockquote>China&#39;s top leadership gave a downbeat assessment of economic growth but didn&#39;t announce new stimulus policies at a key meeting. It stated the country should achieve &#34;the best outcome&#34; possible for economic growth this year while sticking to a strict Covid Zero policy. There was no mention of the national economic goals as there was at the April meeting, suggesting the government is downplaying the target of &#34;around 5.5%&#34; growth for this year that most economists think is impossible after a slump last quarter. - Bloomberg</blockquote><p><b>Investors Could Be Concerned With A Downbeat Q1 Earnings</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d6acf7fa059008eb6e2bf0f3eef947d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Alibaba revenue change % and adjusted EPS change % consensus estimates (S&amp;P Cap IQ)</span></p><p>As a result, we believe the market is attempting to de-risk its valuation of BABA, heading into its Q1 earnings.</p><p>The revised consensus estimates (very bullish) suggest that Alibaba could post revenue growth of -0.9% YoY in FQ1, following Q4&#39;s 8.9% increase. However, its profitability could continue to see further headwinds, as its adjusted EPS is projected to fall by 36.7% YoY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/944e41609958c9613f4c0ec4325bb22a\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Alibaba adjusted EBITA by segment (Company filings)</span></p><p>However, we believe investors should not be stunned. There shouldn&#39;t be any surprises, right? Despite the growth momentum seen in Ali Cloud, commerce (physical and e-commerce) remains Alibaba&#39;s most critical adjusted EBITA driver, as seen above.</p><p>Therefore, the current macro headwinds that have continued to impact China&#39;s consumer discretionary spending, coupled with the COVID lockdowns, would likely be persistent.</p><p>Furthermore, the ongoing property market malaise has seen little signs of turning for the better, as homebuyers have gone on strike over making further mortgage payments on unfinished homes.</p><p><b>Is BABA Stock A Buy, Sell, Or Hold?</b></p><p><i>We revise our rating on BABA from Hold to Buy.</i></p><p>We believe the recent pessimistic sentiments on BABA sets up the stock very nicely, heading into its Q1 card. In addition, positive commentary from management about its expected recovery from 2023 should help stabilize the stock. With a net cash position of $43.92B, Alibaba is in an enviable position to continue making strategic stock repurchases to underpin its recovery momentum moving forward.</p><p>While we do not expect BABA to break below its March lows of $73, we have yet to observe constructive price structures that suggest its selling downside is facing significant buying pressure. Therefore, our Buy rating attempts to front-run the market, and investors should be ready for potential downside volatility.</p><p><i>This article was written by JR Research</i></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?</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: The Delisting Fears Are Back - Time To Turn Bullish Again?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-31 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e-commerce player to its delisting list. As a result, BABA slumped.However, we urge investors not to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1165172007","content_text":"SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e-commerce player to its delisting list. As a result, BABA slumped.However, we urge investors not to overreact to such fears. Alibaba is seeking a primary listing in Hong Kong that would enable it to access capital and liquidity from Chinese investors.We also believe the recent statement by Politburo, which suggested that China could miss its 5.5% GDP growth target, could have unsettled some investors.Notwithstanding, we believe it sets up BABA very well, heading into its upcoming Q1 card on August 4.Therefore, we revise our rating from Hold to Buy. We urge investors to use the recent pessimism and add exposure, as its price action is leaning increasingly bullish.Robert WayThesisAlibaba Group Holding Limited (NYSE:BABA) is slated to report its FQ1'23 earnings release on August 4. BABA investors have been hammered (again) over the past month as the bears returned to haunt Chinese stocks. The delisting fears are back!In our June downgrade (Hold rating), we cautioned investors that we noted significant selling pressure at its critical resistance zone ($125) and urged them to avoid adding at those levels. Despite the sharp recovery from its May lows, we were concerned that the market could use the bullish sentiments in June to attract buyers into a trap before digesting those gains.Consequently, since our June article, BABA has significantly underperformed the SPDR S&P 500 ETF (SPY). As a result, it posted a return of -14.5%, against the SPY's 11.06% gain over the same period.The market has leveraged the recent pessimism astutely over its delisting risks and China's increasingly tenuous GDP growth target to shake out weak hands. As a result, the market pessimism has presented investors with another opportunity to consider adding BABA again!Therefore, we revise our rating on BABA from Hold to Buy. Notwithstanding, we caution investors that our price action analysis has yet to indicate any potential bear trap (indicating that the market decisively denied further selling downside) yet. Therefore, we are \"front-running\" the market in anticipation of robust buying support at the current levels to appear soon.Delisting And GDP Growth Target Fears!BABA slumped on July 29 as the US SEC added China's e-commerce behemoth to its delisting list, which stunned the market.However, are such headwinds new? Absolutely not. So, we urge investors not to overreact to such a move by the market to shake out weak hands. BABA got a boost recently as the company highlighted that it could seek a primary listing in Hong Kong, quelling fears of its delisting in the US. Furthermore, a primary listing in Hong Kong would enable Alibaba to leverage investors in mainland China to invest in its stock.Citi's (C) recent commentary was favorable of the move by Alibaba to seek a primary listing in Hong Kong. It emphasized (edited):We view the move as positive given the continued overhang on ADRs from the threat of delisting. A smooth transition to the new primary listing could pave the wave for other companies that already have dual listings. We view this as an important sentiment shift to attract more capital and liquidity to Alibaba and other China Internet stocks over time. - Barron'sNotwithstanding, KGI Asia (a leading Hong Kong brokerage firm) noted that the process could be more complex than what investors assessed. Accordingly, it accentuated (edited):On top of earnings concerns, there are some worries that the listing timetable for Ant might be delayed by Jack Ma's decision to give up his control over Ant Group. It's hard for A-share companies to obtain approval if there is a change in key shareholding structure within three years. - BloombergFurthermore, the market could also have been spooked by the language used by the Chinese government after its recent Politburo (China's highest decision-making body) meeting.The language in its statement suggested that China seems to be moving away from trying to maintain its 5.5% GDP growth target, which economists have emphasized for months is improbable. Bloomberg reported (edited):China's top leadership gave a downbeat assessment of economic growth but didn't announce new stimulus policies at a key meeting. It stated the country should achieve \"the best outcome\" possible for economic growth this year while sticking to a strict Covid Zero policy. There was no mention of the national economic goals as there was at the April meeting, suggesting the government is downplaying the target of \"around 5.5%\" growth for this year that most economists think is impossible after a slump last quarter. - BloombergInvestors Could Be Concerned With A Downbeat Q1 EarningsAlibaba revenue change % and adjusted EPS change % consensus estimates (S&P Cap IQ)As a result, we believe the market is attempting to de-risk its valuation of BABA, heading into its Q1 earnings.The revised consensus estimates (very bullish) suggest that Alibaba could post revenue growth of -0.9% YoY in FQ1, following Q4's 8.9% increase. However, its profitability could continue to see further headwinds, as its adjusted EPS is projected to fall by 36.7% YoY.Alibaba adjusted EBITA by segment (Company filings)However, we believe investors should not be stunned. There shouldn't be any surprises, right? Despite the growth momentum seen in Ali Cloud, commerce (physical and e-commerce) remains Alibaba's most critical adjusted EBITA driver, as seen above.Therefore, the current macro headwinds that have continued to impact China's consumer discretionary spending, coupled with the COVID lockdowns, would likely be persistent.Furthermore, the ongoing property market malaise has seen little signs of turning for the better, as homebuyers have gone on strike over making further mortgage payments on unfinished homes.Is BABA Stock A Buy, Sell, Or Hold?We revise our rating on BABA from Hold to Buy.We believe the recent pessimistic sentiments on BABA sets up the stock very nicely, heading into its Q1 card. In addition, positive commentary from management about its expected recovery from 2023 should help stabilize the stock. With a net cash position of $43.92B, Alibaba is in an enviable position to continue making strategic stock repurchases to underpin its recovery momentum moving forward.While we do not expect BABA to break below its March lows of $73, we have yet to observe constructive price structures that suggest its selling downside is facing significant buying pressure. Therefore, our Buy rating attempts to front-run the market, and investors should be ready for potential downside volatility.This article was written by JR Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9020170342,"gmtCreate":1652593379286,"gmtModify":1676535126771,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"[Happy]&nbsp;[Applaud]&nbsp;","listText":"[Happy]&nbsp;[Applaud]&nbsp;","text":"[Happy] [Applaud]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9020170342","repostId":"1154861602","repostType":4,"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906461394,"gmtCreate":1659578931320,"gmtModify":1705981845017,"author":{"id":"3583219343417269","authorId":"3583219343417269","name":"bwjx","avatar":"https://community-static.tradeup.com/news/8caef76a71a3e44507b696f3580a8fd7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583219343417269","authorIdStr":"3583219343417269"},"themes":[],"htmlText":"Finally someone said something that makes sense.&nbsp;[Happy]&nbsp;","listText":"Finally someone said something that makes sense.&nbsp;[Happy]&nbsp;","text":"Finally someone said something that makes sense. [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906461394","repostId":"1125114842","repostType":4,"repost":{"id":"1125114842","kind":"news","pubTimestamp":1659578413,"share":"https://ttm.financial/m/news/1125114842?lang=&edition=fundamental","pubTime":"2022-08-04 10:00","market":"us","language":"en","title":"VOO: 3 Reasons To Avoid This Fund Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1125114842","media":"Seeking Alpha","summary":"SummaryThe Vanguard ETF indexed to the S&P 500 faces a number of current and long-standing issues th","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The Vanguard ETF indexed to the S&amp;P 500 faces a number of current and long-standing issues that should result in this fund underperforming for some time.</li><li>Inflation and a rising dollar should limit most earnings growth of the main large-cap companies making up this index fund.</li><li>The overall market is likely to remain range bound for some time as earnings growth flat line, so investors will likely be better off investing in specific stocks or sectors.</li></ul><p>Evolution is usually required for survival. Adopting to an environment that a person or investors has become used to usually isn&#39;t overly challenging, but learning how to thrive when circumstances change is often more difficult.</p><p>The market isn&#39;t going straight up anymore. Inflation, rising rates, flatling earnings, and a rising dollar, all have resulted in funds indexed to the S&amp;P 500 (SPY) such as the Vanguard S&amp;P 500 ETF (NYSEARCA:VOO) selling off hard over the first six months of this year.</p><p><img src=\"https://static.tigerbbs.com/41aa7f5708cb70616d8fbbcf77cd0c09\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>VOOdata by YCharts</p><p>VOO is an ETF that is indexed to the S&amp;P 500 which holds the following sectors. The fund allocates assets 24.11% to technology, 15.14% to health care, 12.84% to the financials, 10.24% to consumer cyclicals, 8.82% to the communication sector, 8.26% to industrials, 7.36% to consumer defensives, 4.33% to the energy sector, 3.09% to utilities, 2.9% to the real estate sector, and 2.27% to basic materials. The fund has good expense ratio of .03% and $832.52 billion in assets under management. The fund&#39;s 5 biggest holdings are Amazon (AMZN), Microsoft (MSFT), Alphabet (GOOGL), Apple (AAPL), and Tesla (TSLA).</p><p>I think this fund should be sold for 3 main reasons; Falling earnings, slowing growth, and a rising dollar. All issues that should remain challenges for most large cap companies through the next year.</p><p>With inflation levels still at near record highs and the dollar rising fast against most major currencies over the last several months, earnings expectations for the S&amp;P 500 and most major indexes have fallen as well. S&amp;P 500 earnings have been well below 5-year averages so far with most reports nearly 5% below 4-year average earnings reports when it comes to beating analyst expectations.</p><p><img src=\"https://static.tigerbbs.com/7b69dd2f6a95d6b7e76495181010ba5a\" tg-width=\"920\" tg-height=\"671\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Earni gs tBle(An Earnings Table (FactSet))</p><p>Even though the Fed recently suggested the future interest rate raises may be slowed as inflation expectations have eased, inflation levels remain near 40-year highs.</p><p>There are also a number of signs the US economy is at least going to enter a period of an extended slowdown. Jobless claims have risen to 8-month highs, the number of small businesses defaulting on leases have reached alarming levels with nearly 35% of small businesses having issues paying their rent. Growth estimates for leading emerging market economies such as India continue to fall as well. Consensus estimates for growth in India have already fallen by nearly 2% since the beginning of the year primarily because of inflation and Covid related issues.</p><p>The slowing economy and consistently high levels of inflation the companies continue to face have largely resulted in earnings expectation flatlining over the last 6 months.</p><p>Inflation and slower expectations for growth in the US and abroad aren&#39;t the only issues most large-cap companies that comprise funds such as VOO are facing. The rising dollar is also hurting large-cap companies significantly.</p><p><img src=\"https://static.tigerbbs.com/32d61dfd2a522a6cae2e6a40951709e4\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>UUPdata by YCharts</p><p>The dollar has risen significantly against most major currencies since September of 2021.About 37% of S&amp;P 500 earnings come from outside of the United States, so a 10% rise in the dollar usually equates to a near 4% drop in earnings expectations. The dollar has risen well over 10% against most major currencies just since early May.</p><p>With inflation, a slowing economy, and falling earnings expectations likely to continue for some time, the market is more than likely to remain range-bound for an extended period of time in this uncertain environment. With VOO yielding just 1.49%, most investors seeking income or capital gains are likely to be disappointed with the returns this fund can offer over the next year.</p><p>Given the Uncertain times and higher than average volatility levels that should be in the market for some time, investors will likely get better returns using more creative strategies that target funds that can thrive even if the market remains range bound. Funds that use a covered call strategy, which is selling calls against the underlying securities the funds hold, are capable of generating significant income even in a market that flatlines. The Amplify CWP Enhanced Dividend Income ETF (DIVO), The Global X S&amp;P 500 Covered Call Exchange Traded Fund (XYLD), and the Global X Russell 2000 Covered Call Fund (RYLD), have all consistently returned at least 9% a year, and each fund offer monthly payouts as well. Since these ETFs use a covered call strategy to generate income that is paid out monthly, these funds perform well even when markets remain range-bound.</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>VOO: 3 Reasons To Avoid This Fund Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nVOO: 3 Reasons To Avoid This Fund Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-04 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4528496-voo-etf-three-reasons-avoid-this-fund-right-now><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe Vanguard ETF indexed to the S&P 500 faces a number of current and long-standing issues that should result in this fund underperforming for some time.Inflation and a rising dollar should ...</p>\n\n<a href=\"https://seekingalpha.com/article/4528496-voo-etf-three-reasons-avoid-this-fund-right-now\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VOO":"Vanguard标普500ETF"},"source_url":"https://seekingalpha.com/article/4528496-voo-etf-three-reasons-avoid-this-fund-right-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125114842","content_text":"SummaryThe Vanguard ETF indexed to the S&P 500 faces a number of current and long-standing issues that should result in this fund underperforming for some time.Inflation and a rising dollar should limit most earnings growth of the main large-cap companies making up this index fund.The overall market is likely to remain range bound for some time as earnings growth flat line, so investors will likely be better off investing in specific stocks or sectors.Evolution is usually required for survival. Adopting to an environment that a person or investors has become used to usually isn't overly challenging, but learning how to thrive when circumstances change is often more difficult.The market isn't going straight up anymore. Inflation, rising rates, flatling earnings, and a rising dollar, all have resulted in funds indexed to the S&P 500 (SPY) such as the Vanguard S&P 500 ETF (NYSEARCA:VOO) selling off hard over the first six months of this year.VOOdata by YChartsVOO is an ETF that is indexed to the S&P 500 which holds the following sectors. The fund allocates assets 24.11% to technology, 15.14% to health care, 12.84% to the financials, 10.24% to consumer cyclicals, 8.82% to the communication sector, 8.26% to industrials, 7.36% to consumer defensives, 4.33% to the energy sector, 3.09% to utilities, 2.9% to the real estate sector, and 2.27% to basic materials. The fund has good expense ratio of .03% and $832.52 billion in assets under management. The fund's 5 biggest holdings are Amazon (AMZN), Microsoft (MSFT), Alphabet (GOOGL), Apple (AAPL), and Tesla (TSLA).I think this fund should be sold for 3 main reasons; Falling earnings, slowing growth, and a rising dollar. All issues that should remain challenges for most large cap companies through the next year.With inflation levels still at near record highs and the dollar rising fast against most major currencies over the last several months, earnings expectations for the S&P 500 and most major indexes have fallen as well. S&P 500 earnings have been well below 5-year averages so far with most reports nearly 5% below 4-year average earnings reports when it comes to beating analyst expectations.Earni gs tBle(An Earnings Table (FactSet))Even though the Fed recently suggested the future interest rate raises may be slowed as inflation expectations have eased, inflation levels remain near 40-year highs.There are also a number of signs the US economy is at least going to enter a period of an extended slowdown. Jobless claims have risen to 8-month highs, the number of small businesses defaulting on leases have reached alarming levels with nearly 35% of small businesses having issues paying their rent. Growth estimates for leading emerging market economies such as India continue to fall as well. Consensus estimates for growth in India have already fallen by nearly 2% since the beginning of the year primarily because of inflation and Covid related issues.The slowing economy and consistently high levels of inflation the companies continue to face have largely resulted in earnings expectation flatlining over the last 6 months.Inflation and slower expectations for growth in the US and abroad aren't the only issues most large-cap companies that comprise funds such as VOO are facing. The rising dollar is also hurting large-cap companies significantly.UUPdata by YChartsThe dollar has risen significantly against most major currencies since September of 2021.About 37% of S&P 500 earnings come from outside of the United States, so a 10% rise in the dollar usually equates to a near 4% drop in earnings expectations. The dollar has risen well over 10% against most major currencies just since early May.With inflation, a slowing economy, and falling earnings expectations likely to continue for some time, the market is more than likely to remain range-bound for an extended period of time in this uncertain environment. With VOO yielding just 1.49%, most investors seeking income or capital gains are likely to be disappointed with the returns this fund can offer over the next year.Given the Uncertain times and higher than average volatility levels that should be in the market for some time, investors will likely get better returns using more creative strategies that target funds that can thrive even if the market remains range bound. Funds that use a covered call strategy, which is selling calls against the underlying securities the funds hold, are capable of generating significant income even in a market that flatlines. The Amplify CWP Enhanced Dividend Income ETF (DIVO), The Global X S&P 500 Covered Call Exchange Traded Fund (XYLD), and the Global X Russell 2000 Covered Call Fund (RYLD), have all consistently returned at least 9% a year, and each fund offer monthly payouts as well. Since these ETFs use a covered call strategy to generate income that is paid out monthly, these funds perform well even when markets remain range-bound.","news_type":1},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}