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Kristybella

Kristybella

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2022-08-25

👍🏻

Is Tesla's Stock Split Good For Investors?

2021-07-01

Really?!

Apple: Act Quickly Before The Run To $172

2022-09-22

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2022-06-10

$Apple(AAPL)$Is it a good time to buy it now?

2022-08-22

[Speechless]

Big Tech Stocks Dropped in Morning Trading

2021-07-01

Airbnb!

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2022-09-23

[Sly] [Smile] [Grin]

Tesla Stock Could Hit $400 Over the Next 12 Months, Says Analyst

2022-08-25

$Tesla Motors(TSLA)$Much affordable now. Is it a good time to buy and hold?

2022-06-29

$ETFMG Travel Tech ETF(AWAY)$✈️🏩

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[Smile] [Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913152253","repostId":"1119983853","repostType":2,"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919432288,"gmtCreate":1663839569845,"gmtModify":1676537347436,"author":{"id":"3584267193889645","authorId":"3584267193889645","name":"Kristybella","avatar":"https://community-static.tradeup.com/news/06e7dec5c9cd290116570ca111789f85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584267193889645","authorIdStr":"3584267193889645"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919432288","repostId":"1188153731","repostType":2,"repost":{"id":"1188153731","pubTimestamp":1663837756,"share":"https://ttm.financial/m/news/1188153731?lang=&edition=fundamental","pubTime":"2022-09-22 17:09","market":"us","language":"en","title":"Tesla: The Top 5 Things Every Investor Should Consider","url":"https://stock-news.laohu8.com/highlight/detail?id=1188153731","media":"Seeking Alpha","summary":"Because Elon is far from done achieving his future reality, so he will continue to reinvest in his goal","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Elon Musk is far from done achieving his future reality, so he will continue to reinvest in his goals and vision until they are reached.</li><li>Tesla has a completely different level of brand and financial strength than it did 10 years ago.</li><li>The full operating margin capabilities of Tesla Gigafactories have not been reached yet.</li><li>Elon is completely focused and aligned with the customer experience for Tesla owners, employees, and shareholders.</li><li>The innovation and new revenue streams for Tesla is just getting started.</li></ul><p><b>Thesis:</b></p><p>It is my opinion that there are five foundational areas of strength that Tesla (NASDAQ:TSLA) maintains that its competition cannot match. It is these areas of strength that have drawn me into becoming a long-term investor in Tesla. These areas of strength very rarely get examined in my opinion and some are hard to put a quantifiable value on. However, when I invest in companies, these are some of the most important areas of a business I examine. After doing my research on Tesla, I went from owning zero shares a year ago to making Tesla one of my top five holdings. So now let&#39;s dive into these five areas of strength that Tesla maintains and should not be ignored by investors.</p><p>1. The Drive of Co-Founder and CEO Elon Musk:</p><p>Now I know what you may be thinking right after this subtitle, &#34;Elon wasn&#39;t the Founder of Tesla,&#34; so let us begin there. In 2009, what was Tesla Motors at the time announced an agreement after a lawsuit from co-founder Martin Eberhard, that there were five founders of Tesla not two. Elon Musk was one of those five, who was CEO and chief product architect at the time and now labeled as Technoking of Tesla, a.k.a. CEO.</p><p>The drive of Elon&#39;s entrepreneurial and visionary spirit, I believe is not appreciated enough in the market. If Elon Musk doesn&#39;t risk everything, including his personal life, money, time, and health, then we would never have an entire automobile industry putting efforts into building electric vehicles. We would not have reusable rockets going through space or space exploration for consumers.</p><p>I love these excerpts from the book&#34;Elon Musk&#34; by Ashlee Vance, as this sums it up perfectly.</p><blockquote>&#34;His willingness to make large personal investments is what sets him apart from other entrepreneurs and makes him so successful. Musk&#39;s ability to handle stress complements his high-risk tolerance. This means he doesn&#39;t create any safety nets for himself should he fail. This mindset has given him an edge in his professional life. He&#39;s willing to risk everything-his money, his possessions, his health, and so on-to make his vision a reality. Most people would find what Elon Musk risks to be extremely stressful, but Musk sees it as necessary in order to achieve his goals. He&#39;s willing to invest all of his time and money into his businesses for the possibility of even bigger gains.&#34;</blockquote><p>So why does this matter to a thesis on Tesla stock? Because Elon is far from done achieving his future reality, so he will continue to reinvest in his goals and vision until they are reached. Elon will push himself and his employees to new heights of success. It is this intensity in drive and the company&#39;s proven track record of execution, that will allow Tesla to continue to obtain the best talent in the world. Did you know after Tesla&#39;s first AI Day in August 2021, Tesla&#39;s AI applicants rose 100xthe following week after the event? We will talk more about Tesla&#39;s excellence in creating a brand awareness and customer experience later.</p><p>2. Vertical Integration and Max Manufacturing Efficiencies</p><p>The vertical integration of the Tesla Gigafactories has created more efficiencies than any other car manufacturer, but will not be fully realized until peak production is reached at each location. This will take time, as Elon&#39;s goal is to have each factory producing 1.5 million to 2 million cars per year. The primary long-term goal for Elon for the automobile portion of the company is to reach 20 million vehicles annually by 2030, which could require at least a dozen factories total. So for any investors that think they missed the boat on getting massive returns on Tesla, they may be misinformed.</p><p>Currently, Tesla is projecting for 1.5 million vehicles created and delivered by the end of 2022, which will require a record pace, flawless execution, and no more Shanghai shutdowns for COVID to accomplish this. In my opinion, it appears to reach that goal of 1.5 million vehicles is not fully in Elon&#39;s control with possible future Shanghai lockdowns, but only time will tell to see what happens. The stock has been rewarded and punished depending if commitments of vehicle deliveries are missed. However, this is where I believe the media and investors can lose perspective.</p><p>During the previous quarter, Tesla delivered 254,695 vehicles which was 96.4% to the estimates Wall Street expected. This was with its fastest producing plant in Shanghai being shut down for most of the quarter due to COVID lockdowns and supply chain challenges globally. The way Elon and his teams have navigated COVID, supply chain disruptions, and semiconductor challenges has been exceptional in my opinion. The question I ask myself is not &#39;will Tesla hit its quarterly commitment goal of deliveries?,&#39; but &#39;do I believe the company can reach remotely close to the ambitious 20 million vehicle goal in 2030?&#39; And my answer is most definitely, because I believe Tesla&#39;s efficiencies and optimizations continue to improve with each factory that is created and we will not always have these current supply chain disruptions occurring.</p><p>There are other questions that I must ask myself that are important to the thesis, that I will cover in our next section as well.</p><p>Before We Continue, What Risks Must We Weigh?</p><p>I believe these top five factors investors should consider in their thesis about Tesla make it much easier to invest in the stock. However, we have to look at both sides of the potential investment. What could go wrong? Are there any thesis breakers that exist within Tesla or could happen in the future?</p><p>My biggest thesis breaker would be if something happened to Elon Musk and he was no longer the CEO of Tesla. Whether Elon were to step down from Tesla and be forced to buy Twitter (TWTR), or only focus on SpaceX, this would be a game changer for the worst. I do not find any high probability of any of these things happening, but one cannot predict the future either. We have also lost other great CEOs and innovators of our time, way before we thought would happen, for example Steve Jobs. I do believe Elon has a strong executive leadership team alongside him, but this would make any shareholder stop in their tracks if Elon was not at the helm.</p><p>Another short-term headwind that could impact the stock is if China were to push Tesla out of the country and take a more domestic approach, due to political tensions between the U.S. and China. China is making more traction with all the different domestic EV companies growing deliveries annually. A particular winner in the Chinese EV market is BYD (OTCPK: BYDDY) who completed the most deliveries in China, at 162,000 in the month of July. I believe Tesla being forced out of China is also unlikely, for the following reasons.</p><ol><li><p>Elon has never taken a political stance against the Chinese government, and recognizes the Chinese EV market as a formidable competitor.</p></li><li><p>China is the highest annual emitter of greenhouse gases and mercury. EVs are highly needed in China, to the point there is an extra tax citizens pay to have an ICE vehicle.</p></li><li><p>Tesla still generates the second most deliveries for EVs in China, so demand is still high by consumers.</p></li></ol><p>The other short-term headwinds that could impact Tesla&#39;s stock would be if it missed its annual delivery goal of 1.5 million vehicles in 2022. This is a real possibility due to the lack of ramp the Berlin and Austin Gigafactories have achieved, and more potential Shanghai lockdowns.</p><p>Lastly, if Elon Musk was forced to purchase Twitter, then this could cause less short-term focus on running Tesla. Once again, I do not believe this will be a high probability, but investors should be aware of all these potential risks.</p><p>3. The Innovation of Tesla and Revenue Optionality</p><p>Besides Tesla possibly reaching its mass delivery goal of 20 million vehicles 2030, there are other innovations and revenue streams I foresee with the company. I believe if Elon only delivers on one or two of these questions below, Tesla will be able to exceed all expectations of institutional investors, as they are not factoring these possibilities into their valuations.</p><ul><li>Can Tesla create new vehicles that attract new buyers and expand customer adoption?</li><li>Can Tesla achieve autonomous driving and possible robotaxi services? And what revenue opportunities could this bring?</li><li>Will the humanoid Optimus robot ever make a meaningful revenue impact to Tesla?</li><li>Will Tesla be able grow its solar panel and battery storage business into a larger part of the business?</li><li>Could Tesla create new synergies between Starlink, Tesla Vehicles, and the edge compute the Dojo architecture could provide?</li></ul><p>Tesla is currently creating new vehicles that will attract new buyers. It has been working on having the Cybertruck available by the end of 2023, which would open the number one vehicle spot in the United States to Tesla. Whenever this moment does happen, there will be a whole new set of customers coming to own a Tesla Cybertruck. The revenue in the pickup trucks market segment in the US is projected to finish the year at $78.46 billion and reach $85.17 billion by 2026. Tesla is also working on a Model-2 vehicle that will be closer to the $25,000 price point, but dates for this release will be years in the future.</p><p>The company also has a Tesla Semi that will be coming out towards the end of 2022, which will be another revenue stream not factored in. The Tesla Semi could compete against other electric vehicle semi-transportation companies like Embark (EMBK) for future autonomous trucking business. This is a zero-emissions freight-hauling cargo machine that will average over 500 miles before it needs to charge. Once autonomous driving does occur, this will change the trucking industry forever, and make it where the trucker may drive the last mile or two and then do the unloading of the shipments. A lot more possibilities in revenue and new partnerships for Tesla in my opinion.</p><p>Tesla currently had to raise costs of its Full-Self Driving (&#34;FSD&#34;) mode 25% to $15,000 annually. I do not anticipate this always costing this much but being a feature drivers do not want to give up, once they use it. I wouldn&#39;t know where to begin on calculating the value of robotaxis and full autonomous driving on all Teslas, but Elon has stated that many people are underestimating the value it will unlock from even a monetary perspective.</p><p><img src=\"https://static.tigerbbs.com/870a33299399061807157aa29a92a775\" tg-width=\"640\" tg-height=\"184\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Bot (Tesla.com/AI)</p><p>One of the most exciting revenue possibilities is the Optimus Tesla Bot. A humanoid robot that could be used for manufacturing plants and laborious work and repetitive tasks that could accelerate time to value for businesses and help with labor shortages. It was shocking for most to hear Elon say he believes this could be the most valuable thing Tesla creates. Many investors are skeptical of this being able to actually provide enough value to replace human workers in factories and be able to be created at scale. However, coming from an investor who just started owning the stock a year ago and immersing himself in the history of the company and Elon, I say, &#34;Don&#39;t Underestimate Elon in the Long Run&#34;. He may be off on his timelines sometimes, but overall he has done many unthinkable accomplishments, and this could be his next.</p><p>An already growing revenue stream that is separate of the automobile segment is Tesla&#39;s solar panel and battery storage business. Power grid outages are becoming more common and impacting costs to businesses and consumers. As the transition to renewable energy occurs, high performing battery storage will be crucial to solve for intermittent energy spikes with solar and wind. Tesla continues to grow its energy storage deployments and sold last year15% of the 25GWh global market energy storage.</p><p><img src=\"https://static.tigerbbs.com/b117066e75c5e8798f353dc249ca0d1e\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/></p><p>Reported Electrical Disturbances in the U.S. (Tesla 2021 Impact Report)</p><p>This past August, over 3,500 homes with Tesla Powerwalls were able to connect to each other via the app, sell excess power and push up 24MW of power back to the power grid as one entity, to help reduce stress to the grid. This is just another example of the innovation and capabilities the other car competitors do not have in their wheelhouse.</p><p>The last question is one of more speculation but one to ponder on. As you know Tesla has created Dojo, one of the world&#39;s fastest AI Supercomputers, and the Dojo CPU architecture provides massive computation at scale. What if this computation could be moved to the edge, and if every Tesla had a Dojo CPU in it, could this compute power be accessed all at once when cars are not on the road? Essentially allowing owners to rent out the compute capabilities of their car, to a Tesla cloud or &#34;neural network&#34; of compute for others to use.</p><p>This would be similar to the virtual power plant example we examined earlier. Hyperscalers such as AWS (AMZN), Microsoft (MSFT), and Google (GOOG) make a lot of margins and revenue out of the convenience they provide businesses by allowing them flexibility to spin up &amp; spin down the CPU and storage when needed. What if Tesla could do this at the edge?</p><p>If Tesla could pull something off like this and create a more efficient way to do compute at the edge vs. centralized clouds, this would take serious market share away from players moving forward like AWS, Microsoft Azure, and GCP. I believe the Dojo architecture could be a much bigger part of future product releases and revenue streams from Tesla.</p><p>It just seems to me there are more possibilities &amp; future synergies between Elon&#39;s companies and products like Tesla, Starlink, Neurolink, SpaceX, and The Boring Company. Even if I am way off base here, I feel the other revenue streams and innovations will yield well for Tesla.</p><p>4. The Focus on Customer Experience and Brand Awareness</p><p>Tesla has demonstrated its focus on customer experience and brand awareness flawlessly over the years and continues to improve. Think about the risk and contrarian act Elon took with not working with dealerships and middlemen in their business model. Instead, he chose a direct to consumer business model and very few show stores globally, compared to the amount dealerships that exist for competition to sell their cars. Elon was so focused on the customer experience of owning and driving a Tesla being superb that the customer would be the marketing for the company. The Go-to-Market strategy for Tesla is the product executing exactly to users&#39; expectations and delivering such an experience that drivers want to tell everyone about it. That is a big bet to make that is opposite to every other competitor in the industry.</p><p>Tesla is also unique in that 100% of its cars that are in the United States are made in the United States, where the average for all other competitors is 52%. That is amazing in my opinion that the company can have 100% made-in-America cars and still deliver14.6% operating margins last quarter, making it the fourth highest in the industry. This is another result from the vertical integration manufacturing that Tesla uses. An example would be its single-piece casting which reduces weight, simplifies the factory, increases ride quality, and reduces road noise. This single-piece rear casting in the Model Y replaces 70+ underbody parts! The manufacturing excellence and focus on the customer experience in driving a Tesla is unmatched.</p><p>There is a reason Hertz signed a 100,000-vehicle deal with Tesla and another 50,000 for selling Tesla cars to Uber. The software platform and updates that Tesla delivers will not be matched by traditional competitors, in my opinion. Here are just a few of the customer experience features that Tesla delivers to its owners and most of these features were created from customer requests reaching out directly to Elon and Tesla on Twitter. The customers&#39; Tesla car experience objectively gets better than when they first purchased it. Now that is a first in the industry!</p><ul><li><b>Tesla Dog Mode</b>- which locks the doors of the car and keeps the AC on with a message on the dashboard screen saying, don&#39;t worry I am okay, my owner will return shortly, and shows the temperature of the car.</li><li><b>Tesla Video Dash Cam Capture Mode</b>- Can save footage of up to 10 minutes from when a user hits their honk button, to see things like a hit and run or accident etc.</li><li><b>Tesla Sentry Mode</b>- If someone tried to break into the Tesla, it records the video and this feature is triggered upon someone getting trying to break in or just getting too close to the car for elongated time.</li><li><b>The Tesla Entertainment system</b>- A fun use case for the Tesla owner who can watch their Netflix or Hulu streaming, or play videogames etc.</li><li><b>Tesla Vent Mode</b>- Users are always notified about the temperature inside the car and you can drop the windows to level out the temperature in the car. It now also automatically rolls up your windows when you forget to, when leaving the car unattended.</li><li><b>Upgrades to the Software OS to activate Full-Self Driving Mode</b>- in just a 2-minute download the customer is able to start using the FSD feature, if they pay the annual $15,000 subscription.</li><li><b>A HEPA Air Filter in the Model Y, S, and X</b>- Removes greater than 99.97% of dust, pollen, mold, bacteria, and any other airborne particles. (The video in this demonstration vs. a standard car HEPA filter is eye-opening.)</li></ul><ul><li><b>The Tesla App</b>- Allows a full breakdown of the charging history of the car and how much gas savings the customer has received. It also allows the car to melt snow and ice off the car remotely. The Tesla Solar Roof does this as well, which I am sure those in the northeast appreciate.</li><li><b>Tesla Car Insurance</b>- In certain states, which helps reduce the cost of insurance for users. I believe this will be a big revenue driver long term.</li><li><b>Tesla Higher Safety Rating</b>- Cars are statistically safer vehicles when using Autopilot. In the Q1 2021, Autopilot was approaching a 10x lower chance of an accident than an average vehicle.</li><li><b>Tesla Supercharger Destination GPS</b>- Drivers can enter their destination and their Tesla will automatically include Supercharging stops in their route.</li></ul><p>5. Financial Fortitude and Optimization</p><p>Elon Musk is aligned with the success of his customers, shareholders, and employees. After all that stock selling that the media made a big deal about, Elon is still the number one shareholder at nearly 15%. I believe Elon and his leadership staff make nearly every business decision with long-term optimization and financial fortitude in mind.</p><p>An example of this was the approach to single-piece casting and other efficiencies within the Gigafactory workflows. Once all four Gigafactories reach a capacity of 1.5 million units per year, with the average sales price for a vehicle at $53,000, and operating margins staying flat at 15.7% operating margins (which they won&#39;t), Tesla would net nearly $50 billion in operating profits annually. Show me another automobile maker that has the manufacturing optimizations and business model that would deliver those kinds of profits.</p><p>It is interesting how the 33 analysts that cover Tesla stock today have an average price rating of $308 a share, which is essentially flat from where it is today. Tesla&#39;s analysts currently forecast the company to generate over $85 billion in revenue. They also have anticipated annual growth rates on earnings declining from its previous 5-year average of 80.7% to a mere 20%. This illustrates to me a major disconnect how some investors are measuring the company and what their growth expectations are for the future. I believe the operating margins and revenues only compound more with improved delivery rates, more factories being created, and the improvement in technology like the 4680 batteries.</p><p><img src=\"https://static.tigerbbs.com/7a0b446d15d4de95291747d811670da1\" tg-width=\"640\" tg-height=\"454\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Financials from Simply Wall St.</p><p>Tesla is the 6th largest market cap company in the world and yet it has a junk bond rating, even with the large amount of cash and low debt it has. Tesla reduced its debt to equity ratio over the last 5 years from 122.5% to a simple 8.4%. I believe as many other investors that Tesla will finally get re-rated as a blue chip stock credit rating which would open up a large number of institutional investors, that have not been able to participate in owning Tesla, due to credit restrictions on who they own. Currently there is only a 46.5% percent of ownership in total Tesla shares by institutions.</p><p><img src=\"https://static.tigerbbs.com/fd8790d4ec98026799917c9d0008f5b9\" tg-width=\"640\" tg-height=\"283\" referrerpolicy=\"no-referrer\"/></p><p>Shareholder Percentages (Simply Wall St. )</p><p>Tesla continues to attract the top talent and retain them which will only further drive innovation and new optimizations for the company. In 2021, the company received 3 million job applications and has created in the last 10 years over 100,000 direct new jobs. Not only does Tesla attract the top talent, but it builds a culture within that rewards them from a compensation perspective, mission perspective, and promotion from within. Over 70% of Tesla&#39;s leadership team is promoted from within the company, and just in 2021, the global headcount at Tesla increased over 40%.</p><p>Tesla has reached a new trajectory point in its journey and is one of the few companies that are challenged with over-demand from its customers, not over-supply in inventory. Tesla has a strong balance sheet and business model with nearly $19 billion in cash and only $3.2 billion in debt and generating consistent free-cash flow. I believe these five things that I outlined that investors should not ignore will be what propel Tesla to thrive in the current market, and reach new heights in the long run. Let me know your thoughts and comments below.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: The Top 5 Things Every Investor Should Consider</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: The Top 5 Things Every Investor Should Consider\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-22 17:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4542400-tesla-stock-top-5-things-investor-consider?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryElon Musk is far from done achieving his future reality, so he will continue to reinvest in his goals and vision until they are reached.Tesla has a completely different level of brand and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4542400-tesla-stock-top-5-things-investor-consider?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4542400-tesla-stock-top-5-things-investor-consider?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188153731","content_text":"SummaryElon Musk is far from done achieving his future reality, so he will continue to reinvest in his goals and vision until they are reached.Tesla has a completely different level of brand and financial strength than it did 10 years ago.The full operating margin capabilities of Tesla Gigafactories have not been reached yet.Elon is completely focused and aligned with the customer experience for Tesla owners, employees, and shareholders.The innovation and new revenue streams for Tesla is just getting started.Thesis:It is my opinion that there are five foundational areas of strength that Tesla (NASDAQ:TSLA) maintains that its competition cannot match. It is these areas of strength that have drawn me into becoming a long-term investor in Tesla. These areas of strength very rarely get examined in my opinion and some are hard to put a quantifiable value on. However, when I invest in companies, these are some of the most important areas of a business I examine. After doing my research on Tesla, I went from owning zero shares a year ago to making Tesla one of my top five holdings. So now let's dive into these five areas of strength that Tesla maintains and should not be ignored by investors.1. The Drive of Co-Founder and CEO Elon Musk:Now I know what you may be thinking right after this subtitle, \"Elon wasn't the Founder of Tesla,\" so let us begin there. In 2009, what was Tesla Motors at the time announced an agreement after a lawsuit from co-founder Martin Eberhard, that there were five founders of Tesla not two. Elon Musk was one of those five, who was CEO and chief product architect at the time and now labeled as Technoking of Tesla, a.k.a. CEO.The drive of Elon's entrepreneurial and visionary spirit, I believe is not appreciated enough in the market. If Elon Musk doesn't risk everything, including his personal life, money, time, and health, then we would never have an entire automobile industry putting efforts into building electric vehicles. We would not have reusable rockets going through space or space exploration for consumers.I love these excerpts from the book\"Elon Musk\" by Ashlee Vance, as this sums it up perfectly.\"His willingness to make large personal investments is what sets him apart from other entrepreneurs and makes him so successful. Musk's ability to handle stress complements his high-risk tolerance. This means he doesn't create any safety nets for himself should he fail. This mindset has given him an edge in his professional life. He's willing to risk everything-his money, his possessions, his health, and so on-to make his vision a reality. Most people would find what Elon Musk risks to be extremely stressful, but Musk sees it as necessary in order to achieve his goals. He's willing to invest all of his time and money into his businesses for the possibility of even bigger gains.\"So why does this matter to a thesis on Tesla stock? Because Elon is far from done achieving his future reality, so he will continue to reinvest in his goals and vision until they are reached. Elon will push himself and his employees to new heights of success. It is this intensity in drive and the company's proven track record of execution, that will allow Tesla to continue to obtain the best talent in the world. Did you know after Tesla's first AI Day in August 2021, Tesla's AI applicants rose 100xthe following week after the event? We will talk more about Tesla's excellence in creating a brand awareness and customer experience later.2. Vertical Integration and Max Manufacturing EfficienciesThe vertical integration of the Tesla Gigafactories has created more efficiencies than any other car manufacturer, but will not be fully realized until peak production is reached at each location. This will take time, as Elon's goal is to have each factory producing 1.5 million to 2 million cars per year. The primary long-term goal for Elon for the automobile portion of the company is to reach 20 million vehicles annually by 2030, which could require at least a dozen factories total. So for any investors that think they missed the boat on getting massive returns on Tesla, they may be misinformed.Currently, Tesla is projecting for 1.5 million vehicles created and delivered by the end of 2022, which will require a record pace, flawless execution, and no more Shanghai shutdowns for COVID to accomplish this. In my opinion, it appears to reach that goal of 1.5 million vehicles is not fully in Elon's control with possible future Shanghai lockdowns, but only time will tell to see what happens. The stock has been rewarded and punished depending if commitments of vehicle deliveries are missed. However, this is where I believe the media and investors can lose perspective.During the previous quarter, Tesla delivered 254,695 vehicles which was 96.4% to the estimates Wall Street expected. This was with its fastest producing plant in Shanghai being shut down for most of the quarter due to COVID lockdowns and supply chain challenges globally. The way Elon and his teams have navigated COVID, supply chain disruptions, and semiconductor challenges has been exceptional in my opinion. The question I ask myself is not 'will Tesla hit its quarterly commitment goal of deliveries?,' but 'do I believe the company can reach remotely close to the ambitious 20 million vehicle goal in 2030?' And my answer is most definitely, because I believe Tesla's efficiencies and optimizations continue to improve with each factory that is created and we will not always have these current supply chain disruptions occurring.There are other questions that I must ask myself that are important to the thesis, that I will cover in our next section as well.Before We Continue, What Risks Must We Weigh?I believe these top five factors investors should consider in their thesis about Tesla make it much easier to invest in the stock. However, we have to look at both sides of the potential investment. What could go wrong? Are there any thesis breakers that exist within Tesla or could happen in the future?My biggest thesis breaker would be if something happened to Elon Musk and he was no longer the CEO of Tesla. Whether Elon were to step down from Tesla and be forced to buy Twitter (TWTR), or only focus on SpaceX, this would be a game changer for the worst. I do not find any high probability of any of these things happening, but one cannot predict the future either. We have also lost other great CEOs and innovators of our time, way before we thought would happen, for example Steve Jobs. I do believe Elon has a strong executive leadership team alongside him, but this would make any shareholder stop in their tracks if Elon was not at the helm.Another short-term headwind that could impact the stock is if China were to push Tesla out of the country and take a more domestic approach, due to political tensions between the U.S. and China. China is making more traction with all the different domestic EV companies growing deliveries annually. A particular winner in the Chinese EV market is BYD (OTCPK: BYDDY) who completed the most deliveries in China, at 162,000 in the month of July. I believe Tesla being forced out of China is also unlikely, for the following reasons.Elon has never taken a political stance against the Chinese government, and recognizes the Chinese EV market as a formidable competitor.China is the highest annual emitter of greenhouse gases and mercury. EVs are highly needed in China, to the point there is an extra tax citizens pay to have an ICE vehicle.Tesla still generates the second most deliveries for EVs in China, so demand is still high by consumers.The other short-term headwinds that could impact Tesla's stock would be if it missed its annual delivery goal of 1.5 million vehicles in 2022. This is a real possibility due to the lack of ramp the Berlin and Austin Gigafactories have achieved, and more potential Shanghai lockdowns.Lastly, if Elon Musk was forced to purchase Twitter, then this could cause less short-term focus on running Tesla. Once again, I do not believe this will be a high probability, but investors should be aware of all these potential risks.3. The Innovation of Tesla and Revenue OptionalityBesides Tesla possibly reaching its mass delivery goal of 20 million vehicles 2030, there are other innovations and revenue streams I foresee with the company. I believe if Elon only delivers on one or two of these questions below, Tesla will be able to exceed all expectations of institutional investors, as they are not factoring these possibilities into their valuations.Can Tesla create new vehicles that attract new buyers and expand customer adoption?Can Tesla achieve autonomous driving and possible robotaxi services? And what revenue opportunities could this bring?Will the humanoid Optimus robot ever make a meaningful revenue impact to Tesla?Will Tesla be able grow its solar panel and battery storage business into a larger part of the business?Could Tesla create new synergies between Starlink, Tesla Vehicles, and the edge compute the Dojo architecture could provide?Tesla is currently creating new vehicles that will attract new buyers. It has been working on having the Cybertruck available by the end of 2023, which would open the number one vehicle spot in the United States to Tesla. Whenever this moment does happen, there will be a whole new set of customers coming to own a Tesla Cybertruck. The revenue in the pickup trucks market segment in the US is projected to finish the year at $78.46 billion and reach $85.17 billion by 2026. Tesla is also working on a Model-2 vehicle that will be closer to the $25,000 price point, but dates for this release will be years in the future.The company also has a Tesla Semi that will be coming out towards the end of 2022, which will be another revenue stream not factored in. The Tesla Semi could compete against other electric vehicle semi-transportation companies like Embark (EMBK) for future autonomous trucking business. This is a zero-emissions freight-hauling cargo machine that will average over 500 miles before it needs to charge. Once autonomous driving does occur, this will change the trucking industry forever, and make it where the trucker may drive the last mile or two and then do the unloading of the shipments. A lot more possibilities in revenue and new partnerships for Tesla in my opinion.Tesla currently had to raise costs of its Full-Self Driving (\"FSD\") mode 25% to $15,000 annually. I do not anticipate this always costing this much but being a feature drivers do not want to give up, once they use it. I wouldn't know where to begin on calculating the value of robotaxis and full autonomous driving on all Teslas, but Elon has stated that many people are underestimating the value it will unlock from even a monetary perspective.Tesla Bot (Tesla.com/AI)One of the most exciting revenue possibilities is the Optimus Tesla Bot. A humanoid robot that could be used for manufacturing plants and laborious work and repetitive tasks that could accelerate time to value for businesses and help with labor shortages. It was shocking for most to hear Elon say he believes this could be the most valuable thing Tesla creates. Many investors are skeptical of this being able to actually provide enough value to replace human workers in factories and be able to be created at scale. However, coming from an investor who just started owning the stock a year ago and immersing himself in the history of the company and Elon, I say, \"Don't Underestimate Elon in the Long Run\". He may be off on his timelines sometimes, but overall he has done many unthinkable accomplishments, and this could be his next.An already growing revenue stream that is separate of the automobile segment is Tesla's solar panel and battery storage business. Power grid outages are becoming more common and impacting costs to businesses and consumers. As the transition to renewable energy occurs, high performing battery storage will be crucial to solve for intermittent energy spikes with solar and wind. Tesla continues to grow its energy storage deployments and sold last year15% of the 25GWh global market energy storage.Reported Electrical Disturbances in the U.S. (Tesla 2021 Impact Report)This past August, over 3,500 homes with Tesla Powerwalls were able to connect to each other via the app, sell excess power and push up 24MW of power back to the power grid as one entity, to help reduce stress to the grid. This is just another example of the innovation and capabilities the other car competitors do not have in their wheelhouse.The last question is one of more speculation but one to ponder on. As you know Tesla has created Dojo, one of the world's fastest AI Supercomputers, and the Dojo CPU architecture provides massive computation at scale. What if this computation could be moved to the edge, and if every Tesla had a Dojo CPU in it, could this compute power be accessed all at once when cars are not on the road? Essentially allowing owners to rent out the compute capabilities of their car, to a Tesla cloud or \"neural network\" of compute for others to use.This would be similar to the virtual power plant example we examined earlier. Hyperscalers such as AWS (AMZN), Microsoft (MSFT), and Google (GOOG) make a lot of margins and revenue out of the convenience they provide businesses by allowing them flexibility to spin up & spin down the CPU and storage when needed. What if Tesla could do this at the edge?If Tesla could pull something off like this and create a more efficient way to do compute at the edge vs. centralized clouds, this would take serious market share away from players moving forward like AWS, Microsoft Azure, and GCP. I believe the Dojo architecture could be a much bigger part of future product releases and revenue streams from Tesla.It just seems to me there are more possibilities & future synergies between Elon's companies and products like Tesla, Starlink, Neurolink, SpaceX, and The Boring Company. Even if I am way off base here, I feel the other revenue streams and innovations will yield well for Tesla.4. The Focus on Customer Experience and Brand AwarenessTesla has demonstrated its focus on customer experience and brand awareness flawlessly over the years and continues to improve. Think about the risk and contrarian act Elon took with not working with dealerships and middlemen in their business model. Instead, he chose a direct to consumer business model and very few show stores globally, compared to the amount dealerships that exist for competition to sell their cars. Elon was so focused on the customer experience of owning and driving a Tesla being superb that the customer would be the marketing for the company. The Go-to-Market strategy for Tesla is the product executing exactly to users' expectations and delivering such an experience that drivers want to tell everyone about it. That is a big bet to make that is opposite to every other competitor in the industry.Tesla is also unique in that 100% of its cars that are in the United States are made in the United States, where the average for all other competitors is 52%. That is amazing in my opinion that the company can have 100% made-in-America cars and still deliver14.6% operating margins last quarter, making it the fourth highest in the industry. This is another result from the vertical integration manufacturing that Tesla uses. An example would be its single-piece casting which reduces weight, simplifies the factory, increases ride quality, and reduces road noise. This single-piece rear casting in the Model Y replaces 70+ underbody parts! The manufacturing excellence and focus on the customer experience in driving a Tesla is unmatched.There is a reason Hertz signed a 100,000-vehicle deal with Tesla and another 50,000 for selling Tesla cars to Uber. The software platform and updates that Tesla delivers will not be matched by traditional competitors, in my opinion. Here are just a few of the customer experience features that Tesla delivers to its owners and most of these features were created from customer requests reaching out directly to Elon and Tesla on Twitter. The customers' Tesla car experience objectively gets better than when they first purchased it. Now that is a first in the industry!Tesla Dog Mode- which locks the doors of the car and keeps the AC on with a message on the dashboard screen saying, don't worry I am okay, my owner will return shortly, and shows the temperature of the car.Tesla Video Dash Cam Capture Mode- Can save footage of up to 10 minutes from when a user hits their honk button, to see things like a hit and run or accident etc.Tesla Sentry Mode- If someone tried to break into the Tesla, it records the video and this feature is triggered upon someone getting trying to break in or just getting too close to the car for elongated time.The Tesla Entertainment system- A fun use case for the Tesla owner who can watch their Netflix or Hulu streaming, or play videogames etc.Tesla Vent Mode- Users are always notified about the temperature inside the car and you can drop the windows to level out the temperature in the car. It now also automatically rolls up your windows when you forget to, when leaving the car unattended.Upgrades to the Software OS to activate Full-Self Driving Mode- in just a 2-minute download the customer is able to start using the FSD feature, if they pay the annual $15,000 subscription.A HEPA Air Filter in the Model Y, S, and X- Removes greater than 99.97% of dust, pollen, mold, bacteria, and any other airborne particles. (The video in this demonstration vs. a standard car HEPA filter is eye-opening.)The Tesla App- Allows a full breakdown of the charging history of the car and how much gas savings the customer has received. It also allows the car to melt snow and ice off the car remotely. The Tesla Solar Roof does this as well, which I am sure those in the northeast appreciate.Tesla Car Insurance- In certain states, which helps reduce the cost of insurance for users. I believe this will be a big revenue driver long term.Tesla Higher Safety Rating- Cars are statistically safer vehicles when using Autopilot. In the Q1 2021, Autopilot was approaching a 10x lower chance of an accident than an average vehicle.Tesla Supercharger Destination GPS- Drivers can enter their destination and their Tesla will automatically include Supercharging stops in their route.5. Financial Fortitude and OptimizationElon Musk is aligned with the success of his customers, shareholders, and employees. After all that stock selling that the media made a big deal about, Elon is still the number one shareholder at nearly 15%. I believe Elon and his leadership staff make nearly every business decision with long-term optimization and financial fortitude in mind.An example of this was the approach to single-piece casting and other efficiencies within the Gigafactory workflows. Once all four Gigafactories reach a capacity of 1.5 million units per year, with the average sales price for a vehicle at $53,000, and operating margins staying flat at 15.7% operating margins (which they won't), Tesla would net nearly $50 billion in operating profits annually. Show me another automobile maker that has the manufacturing optimizations and business model that would deliver those kinds of profits.It is interesting how the 33 analysts that cover Tesla stock today have an average price rating of $308 a share, which is essentially flat from where it is today. Tesla's analysts currently forecast the company to generate over $85 billion in revenue. They also have anticipated annual growth rates on earnings declining from its previous 5-year average of 80.7% to a mere 20%. This illustrates to me a major disconnect how some investors are measuring the company and what their growth expectations are for the future. I believe the operating margins and revenues only compound more with improved delivery rates, more factories being created, and the improvement in technology like the 4680 batteries.Tesla Financials from Simply Wall St.Tesla is the 6th largest market cap company in the world and yet it has a junk bond rating, even with the large amount of cash and low debt it has. Tesla reduced its debt to equity ratio over the last 5 years from 122.5% to a simple 8.4%. I believe as many other investors that Tesla will finally get re-rated as a blue chip stock credit rating which would open up a large number of institutional investors, that have not been able to participate in owning Tesla, due to credit restrictions on who they own. Currently there is only a 46.5% percent of ownership in total Tesla shares by institutions.Shareholder Percentages (Simply Wall St. )Tesla continues to attract the top talent and retain them which will only further drive innovation and new optimizations for the company. In 2021, the company received 3 million job applications and has created in the last 10 years over 100,000 direct new jobs. Not only does Tesla attract the top talent, but it builds a culture within that rewards them from a compensation perspective, mission perspective, and promotion from within. Over 70% of Tesla's leadership team is promoted from within the company, and just in 2021, the global headcount at Tesla increased over 40%.Tesla has reached a new trajectory point in its journey and is one of the few companies that are challenged with over-demand from its customers, not over-supply in inventory. Tesla has a strong balance sheet and business model with nearly $19 billion in cash and only $3.2 billion in debt and generating consistent free-cash flow. I believe these five things that I outlined that investors should not ignore will be what propel Tesla to thrive in the current market, and reach new heights in the long run. Let me know your thoughts and comments below.","news_type":1},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995809056,"gmtCreate":1661436780277,"gmtModify":1676536518321,"author":{"id":"3584267193889645","authorId":"3584267193889645","name":"Kristybella","avatar":"https://community-static.tradeup.com/news/06e7dec5c9cd290116570ca111789f85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584267193889645","authorIdStr":"3584267193889645"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Much affordable now. Is it a good time to buy and hold?","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Much affordable now. Is it a good time to buy and hold?","text":"$Tesla Motors(TSLA)$Much affordable now. Is it a good time to buy and hold?","images":[{"img":"https://community-static.tradeup.com/news/9226ea1f348da50f63eb56a9c5ffd9d2","width":"1284","height":"2325"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995809056","isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9995800834,"gmtCreate":1661436719930,"gmtModify":1676536518305,"author":{"id":"3584267193889645","authorId":"3584267193889645","name":"Kristybella","avatar":"https://community-static.tradeup.com/news/06e7dec5c9cd290116570ca111789f85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584267193889645","authorIdStr":"3584267193889645"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995800834","repostId":"2262018006","repostType":4,"isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996263150,"gmtCreate":1661176921471,"gmtModify":1676536467579,"author":{"id":"3584267193889645","authorId":"3584267193889645","name":"Kristybella","avatar":"https://community-static.tradeup.com/news/06e7dec5c9cd290116570ca111789f85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584267193889645","authorIdStr":"3584267193889645"},"themes":[],"htmlText":"[Speechless]&nbsp;","listText":"[Speechless]&nbsp;","text":"[Speechless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996263150","repostId":"1110580946","repostType":2,"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042481224,"gmtCreate":1656513701768,"gmtModify":1676535843308,"author":{"id":"3584267193889645","authorId":"3584267193889645","name":"Kristybella","avatar":"https://community-static.tradeup.com/news/06e7dec5c9cd290116570ca111789f85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584267193889645","authorIdStr":"3584267193889645"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AWAY\">$ETFMG Travel Tech ETF(AWAY)$</a>✈️🏩","listText":"<a href=\"https://ttm.financial/S/AWAY\">$ETFMG Travel Tech ETF(AWAY)$</a>✈️🏩","text":"$ETFMG Travel Tech ETF(AWAY)$✈️🏩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042481224","isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058434768,"gmtCreate":1654875557554,"gmtModify":1676535526944,"author":{"id":"3584267193889645","authorId":"3584267193889645","name":"Kristybella","avatar":"https://community-static.tradeup.com/news/06e7dec5c9cd290116570ca111789f85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584267193889645","authorIdStr":"3584267193889645"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>Is it a good time to buy it now?&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>Is it a good time to buy it now?&nbsp;","text":"$Apple(AAPL)$Is it a good time to buy it now?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058434768","isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158383534,"gmtCreate":1625129514028,"gmtModify":1703736720024,"author":{"id":"3584267193889645","authorId":"3584267193889645","name":"Kristybella","avatar":"https://community-static.tradeup.com/news/06e7dec5c9cd290116570ca111789f85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584267193889645","authorIdStr":"3584267193889645"},"themes":[],"htmlText":"Airbnb!&nbsp;","listText":"Airbnb!&nbsp;","text":"Airbnb!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/158383534","repostId":"2147817357","repostType":4,"repost":{"id":"2147817357","pubTimestamp":1625127904,"share":"https://ttm.financial/m/news/2147817357?lang=&edition=fundamental","pubTime":"2021-07-01 16:25","market":"us","language":"en","title":"2 Great Stocks You Can Buy on Sale","url":"https://stock-news.laohu8.com/highlight/detail?id=2147817357","media":"Motley Fool","summary":"The stock prices of Airbnb and Appian are down big from their 52-week highs, but both look like buys.","content":"<p>Part of being a long-term investor is learning how to weather volatility. Of course, no <a href=\"https://laohu8.com/S/AONE\">one</a> likes to see a stock in their portfolio suffer a price plummet, but those downturns can actually be buying opportunities if it's a company you believe in.</p>\n<p>For instance, the stock prices of <b>Airbnb</b> (NASDAQ:ABNB) and <b>Appian</b> (NASDAQ:APPN) are down 33% and 37%, respectively, from their 52-week highs. But both stocks still look like good long-term investments. Here's why these are two great stocks you can buy on sale.</p>\n<h2>1. Airbnb</h2>\n<p>Airbnb is disrupting travel and tourism, an industry that accounted for over 10% of global GDP in 2019. The company's platform connects potential guests and hosts, allowing travelers to browse rental properties and book stays in thousands of cities around the world.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/43b3d402eb52be309defa3ad792f13fd\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<p>Of course, traditional hotels already do that. So what makes Airbnb special? With a network of 4 million hosts, potential guests have access to a much wider range of unique and immersive accommodations. For instance, you could book a private cottage along the coast, a secluded cabin in the mountains, or a castle in the English countryside. You could even stay in a cave that's been converted into a cozy hideaway. Those types of experiences simply aren't possible with hotels.</p>\n<p>Last year, the travel industry was hit hard by the pandemic, and Airbnb's revenue dropped 30%. Even so, the company still fared better than rivals like <b>Marriott</b> and <b>Hilton</b>, which saw revenue plunge 50% and 54%, respectively. That underscores <a href=\"https://laohu8.com/S/AONE.U\">one</a> of Airbnb's key advantages: resilience.</p>\n<p>In fact, business appears to be rebounding already. Airbnb's revenue rose 5% to $887 million in the first quarter, and gross booking value surged 52% to $10.3 billion. Investors should look for those trends to accelerate as the pandemic fades.</p>\n<p>What's more, some fallout from the pandemic could actually create opportunities for Airbnb. For instance, remote work is already reshaping the travel industry, affording people the flexibility they didn't have in the office. In fact, CEO Brian Chesky recently noted: \"People can travel anytime, they are traveling to more places, and they are staying longer.\"</p>\n<p>To capitalize on those trends, Airbnb recently upgraded its platform. Guests can now search for stays with flexible dates and destinations, and new hosts&nbsp;can sign up more quickly. While these are small changes, both could bring new users to the platform, helping Airbnb capture more of its $3.4 trillion&nbsp;market opportunity.</p>\n<h2>2. Appian</h2>\n<p>Appian's low-code tools simplify software development, enabling clients to build enterprise-grade applications with a visual interface, using flowcharts instead of computer code. The Appian platform also integrates robotic process automation (RPA) and artificial intelligence (AI), allowing clients to automate tasks and complex workflows.</p>\n<p>For example, clients could use Appian's tools to extract data from a document (e.g. an invoice, application, or email), then automatically integrate that data into a custom application for further processing, eliminating the need for human involvement.</p>\n<p>Why does that matter? Custom software can play an important role in helping enterprises differentiate themselves, and Appian makes the development process more efficient. In fact, Appian believes its platform allows users to build applications 10 times faster and at half the cost&nbsp;of traditional solutions.</p>\n<p>That value proposition has been a key growth driver for Appian.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Metric</p></th>\n   <th><p>2017</p></th>\n   <th><p>Q1 2021 (TTM)</p></th>\n   <th><p>CAGR</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td width=\"156\"><p>Revenue</p></td>\n   <td width=\"156\"><p>$176.7 million</p></td>\n   <td width=\"156\"><p>$314.6 million</p></td>\n   <td width=\"156\"><p>19%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Appian SEC filings. TTM = trailing-12-months. CAGR = compound annual growth rate.</p>\n<p>Also noteworthy, Appian has achieved a cloud subscription renewal rate of 98%&nbsp;over the last three years, meaning it keeps the vast majority of its customers. Likewise, Appian outranked all rivals in the most recent <b>Gartner</b> Peer Insights report, indicating a greater degree of customer satisfaction. In both cases, Appian's good rapport with clients bodes well for the future.</p>\n<p>Going forward, management puts Appian's market opportunity at $37 billion, giving the company plenty of room to grow. And as more enterprises seek efficiency through low-code development and automation, Appian should benefit from increased demand. That's why investors should consider adding this stock to their portfolios.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Great Stocks You Can Buy on Sale</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Great Stocks You Can Buy on Sale\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 16:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/30/great-stocks-you-can-buy-on-sale-appian-airbnb/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Part of being a long-term investor is learning how to weather volatility. Of course, no one likes to see a stock in their portfolio suffer a price plummet, but those downturns can actually be buying ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/30/great-stocks-you-can-buy-on-sale-appian-airbnb/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎","APPN":"Appian Corp"},"source_url":"https://www.fool.com/investing/2021/06/30/great-stocks-you-can-buy-on-sale-appian-airbnb/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147817357","content_text":"Part of being a long-term investor is learning how to weather volatility. Of course, no one likes to see a stock in their portfolio suffer a price plummet, but those downturns can actually be buying opportunities if it's a company you believe in.\nFor instance, the stock prices of Airbnb (NASDAQ:ABNB) and Appian (NASDAQ:APPN) are down 33% and 37%, respectively, from their 52-week highs. But both stocks still look like good long-term investments. Here's why these are two great stocks you can buy on sale.\n1. Airbnb\nAirbnb is disrupting travel and tourism, an industry that accounted for over 10% of global GDP in 2019. The company's platform connects potential guests and hosts, allowing travelers to browse rental properties and book stays in thousands of cities around the world.\nImage source: Getty Images.\nOf course, traditional hotels already do that. So what makes Airbnb special? With a network of 4 million hosts, potential guests have access to a much wider range of unique and immersive accommodations. For instance, you could book a private cottage along the coast, a secluded cabin in the mountains, or a castle in the English countryside. You could even stay in a cave that's been converted into a cozy hideaway. Those types of experiences simply aren't possible with hotels.\nLast year, the travel industry was hit hard by the pandemic, and Airbnb's revenue dropped 30%. Even so, the company still fared better than rivals like Marriott and Hilton, which saw revenue plunge 50% and 54%, respectively. That underscores one of Airbnb's key advantages: resilience.\nIn fact, business appears to be rebounding already. Airbnb's revenue rose 5% to $887 million in the first quarter, and gross booking value surged 52% to $10.3 billion. Investors should look for those trends to accelerate as the pandemic fades.\nWhat's more, some fallout from the pandemic could actually create opportunities for Airbnb. For instance, remote work is already reshaping the travel industry, affording people the flexibility they didn't have in the office. In fact, CEO Brian Chesky recently noted: \"People can travel anytime, they are traveling to more places, and they are staying longer.\"\nTo capitalize on those trends, Airbnb recently upgraded its platform. Guests can now search for stays with flexible dates and destinations, and new hosts can sign up more quickly. While these are small changes, both could bring new users to the platform, helping Airbnb capture more of its $3.4 trillion market opportunity.\n2. Appian\nAppian's low-code tools simplify software development, enabling clients to build enterprise-grade applications with a visual interface, using flowcharts instead of computer code. The Appian platform also integrates robotic process automation (RPA) and artificial intelligence (AI), allowing clients to automate tasks and complex workflows.\nFor example, clients could use Appian's tools to extract data from a document (e.g. an invoice, application, or email), then automatically integrate that data into a custom application for further processing, eliminating the need for human involvement.\nWhy does that matter? Custom software can play an important role in helping enterprises differentiate themselves, and Appian makes the development process more efficient. In fact, Appian believes its platform allows users to build applications 10 times faster and at half the cost of traditional solutions.\nThat value proposition has been a key growth driver for Appian.\n\n\n\nMetric\n2017\nQ1 2021 (TTM)\nCAGR\n\n\n\n\nRevenue\n$176.7 million\n$314.6 million\n19%\n\n\n\nData source: Appian SEC filings. TTM = trailing-12-months. CAGR = compound annual growth rate.\nAlso noteworthy, Appian has achieved a cloud subscription renewal rate of 98% over the last three years, meaning it keeps the vast majority of its customers. Likewise, Appian outranked all rivals in the most recent Gartner Peer Insights report, indicating a greater degree of customer satisfaction. In both cases, Appian's good rapport with clients bodes well for the future.\nGoing forward, management puts Appian's market opportunity at $37 billion, giving the company plenty of room to grow. And as more enterprises seek efficiency through low-code development and automation, Appian should benefit from increased demand. That's why investors should consider adding this stock to their portfolios.","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158380596,"gmtCreate":1625129422015,"gmtModify":1703736718061,"author":{"id":"3584267193889645","authorId":"3584267193889645","name":"Kristybella","avatar":"https://community-static.tradeup.com/news/06e7dec5c9cd290116570ca111789f85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584267193889645","authorIdStr":"3584267193889645"},"themes":[],"htmlText":"Really?!&nbsp;","listText":"Really?!&nbsp;","text":"Really?!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/158380596","repostId":"1110936297","repostType":2,"repost":{"id":"1110936297","pubTimestamp":1625036047,"share":"https://ttm.financial/m/news/1110936297?lang=&edition=fundamental","pubTime":"2021-06-30 14:54","market":"us","language":"en","title":"Apple: Act Quickly Before The Run To $172","url":"https://stock-news.laohu8.com/highlight/detail?id=1110936297","media":"seekingalpha","summary":"Apple faces many external threats from regulators in the developed world.But I see these as largely priced in, although they remain a threat longer term.Apple is on the cusp of what should be a pre-earnings run and an imminent breakout of a bullish consolidation pattern.I have made it no secret that I’m a big fan of Apple. In fact, I wrote a very bullish piece about six weeks ago, detailing how I thought Apple was in the process of consolidating before a big breakout. In this article, I want to ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple faces many external threats from regulators in the developed world.</li>\n <li>But I see these as largely priced in, although they remain a threat longer term.</li>\n <li>Apple is on the cusp of what should be a pre-earnings run and an imminent breakout of a bullish consolidation pattern.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/219c4f41554f7e91be4c02cd87e3f8d6\" tg-width=\"1536\" tg-height=\"1024\"><span>fMing Yeung/Getty Images News</span></p>\n<p>I have made it no secret that I’m a big fan of&nbsp;<b>Apple</b>(AAPL). In fact, I wrote a very bullish piece about six weeks ago, detailing how I thought Apple was in the process of consolidating before a&nbsp;big breakout. In this article, I want to update readers on the progress of that, as well as addressing some concerns that could be potentially bearish. But the spoiler alert is that I’m still very much in the camp of Apple setting up a breakout, and I think the company’s typical pre-earnings move is likely the catalyst to see that happen.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37078c4ff01404a43176bb2e2555834d\" tg-width=\"640\" tg-height=\"615\"><span>Source: StockCharts</span></p>\n<p>To start, I’ve annotated the same ascending triangle formation I noted six weeks ago, because it is still very much in play. The stock is very near the top of the triangle today, so what happens when/if it gets to $136/$137 will determine if the breakout is imminent or if we need at least one more test of the rising trend line that forms the bottom of the triangle. Whether that occurs or not doesn’t change my outlook; only the timing of it.</p>\n<p>Ascending triangles measure upside targets on breakouts equal to the top and bottom of the widest part of the triangle. In this case, the top of the triangle is $137 and the bottom of the triangle, which was set in September of last year, was $102. That means that this triangle pattern has a measured price target – after the breakout – of $35 higher ($137 minus $102), and with the breakout point being $137 or so, that implies we canexpect Apple to hit $172, give or take. Now, that won’t happen immediately, of course, but that’s the kind of opportunity at hand here.</p>\n<p>What do you need to look for on a breakout? First, price action needs to decisively clear the breakout level of $137 and close above it. In addition, you want to see rising volume on the breakout – I’ve annotated declining volume in the triangle period, which is normal behavior – and you want to see rising momentum, we’ve got rising momentum today. So I’d expect a breakout to continue that, but these are the things you want to see on a breakout to ensure it has staying power.</p>\n<p>Finally, you’ll notice that I’ve added blue circles on the chart, and those represent the start of the ~4-week period prior to an earnings release. Apple has been<i>very</i>reliable in the past couple of years in terms of rallying into an earnings report, and I have no reason to think that will change. The gains are fairly large in most cases, with about half of them being in the double-digits, so this is a real catalyst for higher prices.</p>\n<p>The important thing to note is that we are about four weeks from the third quarter report, which typically takes place at the end of July. We are also at the top of the ascending triangle, which means that even a small pre-earnings run will likely result in a breakout, and that’s why I think the breakout is very near.</p>\n<p>To be clear, I’m reiterating my prior thesis that an ascending triangle breakout is coming; I just think we have a very clear catalyst now to make it sooner than later. I see the stock rallying into the earnings report, and if history is a guide, Apple will destroy expectations once again. In short, all is going to plan.</p>\n<p>The risk is that if Apple does break out of the triangle and earnings aren’t very good, the pattern could fail. That would negate my $172 price target, and we’d have to reassess. For now, the odds of that look low, and I’m still full steam ahead on the breakout coming pre-earnings.</p>\n<p><b>Why does Apple rally pre-earnings?</b></p>\n<p>To put it succinctly, Apple rallies pre-earnings because no matter how much analysts raise their targets going into the reports, Apple finds a way to beat them.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6233212bc10ea38f20e75d2ed0ab603e\" tg-width=\"640\" tg-height=\"284\"><span>Source:Seeking Alpha</span></p>\n<p>This is three years’ worth of data showing how Apple beats expectations, and by enormous margins in some cases. Apple is one of the largest and most-followed companies that has ever existed. So if any company should have an analyst community that knows how it will perform each quarter, it would be this one. However, its dominance in hardware and services revenue has proven too much for analysts over time to keep up with.</p>\n<p>Keep in mind a risk here is that if Apple does finally miss expectations, I have to imagine the stock will react extremely poorly. Thus, there is certainly risk in owning Apple through the earnings report, as with any other stock. But the company’s history of smashing expectations – particularly in the past year – means the odds of this are fairly low. Still, something to keep in mind from a risk perspective.</p>\n<p>In terms of a catalyst for rallying into the July report, Apple continues to see analysts scramble to keep up with its rising fortunes.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ebf56ca48e2364fd7314f9140bc3ab5c\" tg-width=\"640\" tg-height=\"286\"><span>Source:Seeking Alpha</span></p>\n<p>The sharp upward revisions that began last summer continue unabated, and Apple’s earnings trajectory remains very much intact. I detailed this in my last piece so I’m simply saying that nothing has changed on this front, and that’s a very good thing.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2bd9aaadd1cc3a29d7b8e787296ab4b\" tg-width=\"454\" tg-height=\"110\"><span>Source:Seeking Alpha</span></p>\n<p>I think you’ll struggle to find a company with a better earnings revision schedule, as the past three months have seen 36 EPS revisions, and<i>100%</i>of them were upward. That shows just how strong Apple’s earnings trajectory is, as analysts scramble to meet Apple’s outstanding performances. I love stocks with earnings revision charts like Apple’s because the bar is always rising, which means that the stock will follow suit.</p>\n<p><b>Not all is well</b></p>\n<p>Apple, to be fair, does face a huge amount of risks that are outside of its control. Many of them cropped up since my last report on Apple and so I want to balance my bullish position on the stock with some sobering reality to ensure readers are well-equipped to make an informed decision about whether or not Apple is right for their portfolio.</p>\n<p>First, the FTC made the headlines a few weeks ago by appointing&nbsp;Lina Khan, an outspoken and noted big tech critic, who feels certain companies have too much control over the behaviors of consumers. This is a noteworthy development because if the FTC wants to go after big tech, Apple is a very logical early target. I don’t see it impacting iPhone or other hardware sales but services revenue? Absolutely. This is a longer-term threat since antitrust rules take time to create, but Apple shareholders need to take this threat seriously.</p>\n<p>The&nbsp;White Houseis apparently on board with this line of thinking, and the&nbsp;House&nbsp;is actually considering legislation that would undertake to reign in the perceived control of big tech companies, including Apple's tendency to pre-install its own apps on Apple devices. Would that stop consumers from just going to the app store and downloading them? No, but it certainly isn't a<i>positive</i>&nbsp;catalyst.</p>\n<p>Apple is facing a similar threat in&nbsp;Germany&nbsp;and other places in the developed world, so it isn’t just a problem at home. Germany is assessing if Apple has “competition violations” to be addressed. So the issue is the same one being faced in the US, and the only two outcomes are neutral (nothing happens), or negative (antitrust action is taken).</p>\n<p>Apple is also still very much beholden to the never-ending trade war between&nbsp;China&nbsp;and the US, as the two countries constantly jockey for position with the highest stakes the world has ever seen in such a scuffle. Apple’s production process is potentially at risk, depending upon how ugly things get, adding some geopolitical risk to the stock's outlook. This goes both ways, and China employs a lot of people and generates a lot of cash from Apple’s production. So I’m not sure it is as one-sided as it seems, but the geopolitical risk is never a good thing, and Apple’s manufacturing needs set it up for such a risk.</p>\n<p><b>Final thoughts</b></p>\n<p>I’ve enumerated a variety of potential issues Apple is facing, and I’ll be clear and say none of these are good things. The best possible outcome is that nothing changes, and the worst is that all come to fruition and Apple faces manufacturing challenges, as well as antitrust actions. These are real threats, but I also think they're already priced in.</p>\n<p>The threat of antitrust legislation or a trade war with China isn’t new by any stretch of the imagination and is not dissimilar to the threats that other tech giants like Amazon (AMZN), Alphabet (GOOG), or Facebook (FB) face every day. This is par for the course if you’re a dominant tech company, and Apple certainly is. I don’t want to ignore these potential negative catalysts, but I don’t want to overreact, either.</p>\n<p>Keep in mind also that Apple continues to move higher over time despite this bad news, which is what winning stocks do. The fact that it is shrugging off these huge potential negative catalysts reinforces the bullish stance I already had on the stock.</p>\n<p>I detailed my bullishness on the company’s revenue generation, margins, buybacks, valuation, and more in the&nbsp;prior piece, and nothing has changed there. So I don’t want to waste your time going through it again. However, my fundamental stance on Apple hasn’t changed in the past six weeks, and if anything, continued upward revisions in EPS estimates have strengthened the bull case.</p>\n<p>The important thing is that shareholders must be aware of external threats, but also that we are seeing Apple get to the end of its very bullish consolidation pattern at the same time that it typically begins a pre-earnings run higher.</p>\n<p>The bottom line is that I think Apple’s breakout is imminent, and that the pattern measures to $172 or so. This won’t happen overnight, but if you were looking to buy Apple, act quickly.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Act Quickly Before The Run To $172</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Act Quickly Before The Run To $172\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 14:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4437069-apple-act-quickly-before-the-run-to-172><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple faces many external threats from regulators in the developed world.\nBut I see these as largely priced in, although they remain a threat longer term.\nApple is on the cusp of what should ...</p>\n\n<a href=\"https://seekingalpha.com/article/4437069-apple-act-quickly-before-the-run-to-172\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4437069-apple-act-quickly-before-the-run-to-172","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110936297","content_text":"Summary\n\nApple faces many external threats from regulators in the developed world.\nBut I see these as largely priced in, although they remain a threat longer term.\nApple is on the cusp of what should be a pre-earnings run and an imminent breakout of a bullish consolidation pattern.\n\nfMing Yeung/Getty Images News\nI have made it no secret that I’m a big fan of Apple(AAPL). In fact, I wrote a very bullish piece about six weeks ago, detailing how I thought Apple was in the process of consolidating before a big breakout. In this article, I want to update readers on the progress of that, as well as addressing some concerns that could be potentially bearish. But the spoiler alert is that I’m still very much in the camp of Apple setting up a breakout, and I think the company’s typical pre-earnings move is likely the catalyst to see that happen.\nSource: StockCharts\nTo start, I’ve annotated the same ascending triangle formation I noted six weeks ago, because it is still very much in play. The stock is very near the top of the triangle today, so what happens when/if it gets to $136/$137 will determine if the breakout is imminent or if we need at least one more test of the rising trend line that forms the bottom of the triangle. Whether that occurs or not doesn’t change my outlook; only the timing of it.\nAscending triangles measure upside targets on breakouts equal to the top and bottom of the widest part of the triangle. In this case, the top of the triangle is $137 and the bottom of the triangle, which was set in September of last year, was $102. That means that this triangle pattern has a measured price target – after the breakout – of $35 higher ($137 minus $102), and with the breakout point being $137 or so, that implies we canexpect Apple to hit $172, give or take. Now, that won’t happen immediately, of course, but that’s the kind of opportunity at hand here.\nWhat do you need to look for on a breakout? First, price action needs to decisively clear the breakout level of $137 and close above it. In addition, you want to see rising volume on the breakout – I’ve annotated declining volume in the triangle period, which is normal behavior – and you want to see rising momentum, we’ve got rising momentum today. So I’d expect a breakout to continue that, but these are the things you want to see on a breakout to ensure it has staying power.\nFinally, you’ll notice that I’ve added blue circles on the chart, and those represent the start of the ~4-week period prior to an earnings release. Apple has beenveryreliable in the past couple of years in terms of rallying into an earnings report, and I have no reason to think that will change. The gains are fairly large in most cases, with about half of them being in the double-digits, so this is a real catalyst for higher prices.\nThe important thing to note is that we are about four weeks from the third quarter report, which typically takes place at the end of July. We are also at the top of the ascending triangle, which means that even a small pre-earnings run will likely result in a breakout, and that’s why I think the breakout is very near.\nTo be clear, I’m reiterating my prior thesis that an ascending triangle breakout is coming; I just think we have a very clear catalyst now to make it sooner than later. I see the stock rallying into the earnings report, and if history is a guide, Apple will destroy expectations once again. In short, all is going to plan.\nThe risk is that if Apple does break out of the triangle and earnings aren’t very good, the pattern could fail. That would negate my $172 price target, and we’d have to reassess. For now, the odds of that look low, and I’m still full steam ahead on the breakout coming pre-earnings.\nWhy does Apple rally pre-earnings?\nTo put it succinctly, Apple rallies pre-earnings because no matter how much analysts raise their targets going into the reports, Apple finds a way to beat them.\nSource:Seeking Alpha\nThis is three years’ worth of data showing how Apple beats expectations, and by enormous margins in some cases. Apple is one of the largest and most-followed companies that has ever existed. So if any company should have an analyst community that knows how it will perform each quarter, it would be this one. However, its dominance in hardware and services revenue has proven too much for analysts over time to keep up with.\nKeep in mind a risk here is that if Apple does finally miss expectations, I have to imagine the stock will react extremely poorly. Thus, there is certainly risk in owning Apple through the earnings report, as with any other stock. But the company’s history of smashing expectations – particularly in the past year – means the odds of this are fairly low. Still, something to keep in mind from a risk perspective.\nIn terms of a catalyst for rallying into the July report, Apple continues to see analysts scramble to keep up with its rising fortunes.\nSource:Seeking Alpha\nThe sharp upward revisions that began last summer continue unabated, and Apple’s earnings trajectory remains very much intact. I detailed this in my last piece so I’m simply saying that nothing has changed on this front, and that’s a very good thing.\nSource:Seeking Alpha\nI think you’ll struggle to find a company with a better earnings revision schedule, as the past three months have seen 36 EPS revisions, and100%of them were upward. That shows just how strong Apple’s earnings trajectory is, as analysts scramble to meet Apple’s outstanding performances. I love stocks with earnings revision charts like Apple’s because the bar is always rising, which means that the stock will follow suit.\nNot all is well\nApple, to be fair, does face a huge amount of risks that are outside of its control. Many of them cropped up since my last report on Apple and so I want to balance my bullish position on the stock with some sobering reality to ensure readers are well-equipped to make an informed decision about whether or not Apple is right for their portfolio.\nFirst, the FTC made the headlines a few weeks ago by appointing Lina Khan, an outspoken and noted big tech critic, who feels certain companies have too much control over the behaviors of consumers. This is a noteworthy development because if the FTC wants to go after big tech, Apple is a very logical early target. I don’t see it impacting iPhone or other hardware sales but services revenue? Absolutely. This is a longer-term threat since antitrust rules take time to create, but Apple shareholders need to take this threat seriously.\nThe White Houseis apparently on board with this line of thinking, and the House is actually considering legislation that would undertake to reign in the perceived control of big tech companies, including Apple's tendency to pre-install its own apps on Apple devices. Would that stop consumers from just going to the app store and downloading them? No, but it certainly isn't apositive catalyst.\nApple is facing a similar threat in Germany and other places in the developed world, so it isn’t just a problem at home. Germany is assessing if Apple has “competition violations” to be addressed. So the issue is the same one being faced in the US, and the only two outcomes are neutral (nothing happens), or negative (antitrust action is taken).\nApple is also still very much beholden to the never-ending trade war between China and the US, as the two countries constantly jockey for position with the highest stakes the world has ever seen in such a scuffle. Apple’s production process is potentially at risk, depending upon how ugly things get, adding some geopolitical risk to the stock's outlook. This goes both ways, and China employs a lot of people and generates a lot of cash from Apple’s production. So I’m not sure it is as one-sided as it seems, but the geopolitical risk is never a good thing, and Apple’s manufacturing needs set it up for such a risk.\nFinal thoughts\nI’ve enumerated a variety of potential issues Apple is facing, and I’ll be clear and say none of these are good things. The best possible outcome is that nothing changes, and the worst is that all come to fruition and Apple faces manufacturing challenges, as well as antitrust actions. These are real threats, but I also think they're already priced in.\nThe threat of antitrust legislation or a trade war with China isn’t new by any stretch of the imagination and is not dissimilar to the threats that other tech giants like Amazon (AMZN), Alphabet (GOOG), or Facebook (FB) face every day. This is par for the course if you’re a dominant tech company, and Apple certainly is. I don’t want to ignore these potential negative catalysts, but I don’t want to overreact, either.\nKeep in mind also that Apple continues to move higher over time despite this bad news, which is what winning stocks do. The fact that it is shrugging off these huge potential negative catalysts reinforces the bullish stance I already had on the stock.\nI detailed my bullishness on the company’s revenue generation, margins, buybacks, valuation, and more in the prior piece, and nothing has changed there. So I don’t want to waste your time going through it again. However, my fundamental stance on Apple hasn’t changed in the past six weeks, and if anything, continued upward revisions in EPS estimates have strengthened the bull case.\nThe important thing is that shareholders must be aware of external threats, but also that we are seeing Apple get to the end of its very bullish consolidation pattern at the same time that it typically begins a pre-earnings run higher.\nThe bottom line is that I think Apple’s breakout is imminent, and that the pattern measures to $172 or so. This won’t happen overnight, but if you were looking to buy Apple, act quickly.","news_type":1},"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9995800834,"gmtCreate":1661436719930,"gmtModify":1676536518305,"author":{"id":"3584267193889645","authorId":"3584267193889645","name":"Kristybella","avatar":"https://community-static.tradeup.com/news/06e7dec5c9cd290116570ca111789f85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584267193889645","idStr":"3584267193889645"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995800834","repostId":"2262018006","repostType":4,"repost":{"id":"2262018006","pubTimestamp":1661419523,"share":"https://ttm.financial/m/news/2262018006?lang=&edition=fundamental","pubTime":"2022-08-25 17:25","market":"us","language":"en","title":"Is Tesla's Stock Split Good For Investors?","url":"https://stock-news.laohu8.com/highlight/detail?id=2262018006","media":"Seeking Alpha","summary":"This will be the second time that Tesla splits its stock. Tesla previously did a 5-for-1 stock split on Aug. 31, 2020. Shares have risen over 100% since then.Is Tesla's Stock Split Good For Investors?This is probably the most important question for most investors and also the most difficult to answer.There'ssome evidencethat companies that split their stock outperform in aggregate in the short term, perhaps in part because splitting allows some stocks to be included in indexes like the Dow and i","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>I answer some of the most common questions from investors about stock splits.</li><li>Stock splits don&#39;t matter nearly as much as fundamentals, but they&#39;re certainly not bad for investors.</li><li>I also recap Tesla&#39;s recent Q2 earnings report.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea05668b1422a0e51297e199e4d62ddc\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Ajax9/iStock Editorial via Getty Images</span></p><p><b>Thesis</b></p><p>After Q2 earnings, I updated my price target for Tesla (NASDAQ:TSLA) stock to $765 pre-split, which implies 14% downside from the current price. As I&#39;ve shared in past articles (1,2), the key assumption inmy model is that Tesla grows at a 25% CAGR over the next decade primarily due to growth in electric vehicle sales. While the upcoming Tesla stock split isn&#39;t material to my thesis, investors may have questions about how the split works, and I&#39;ll attempt to answer some of the common ones in this article.</p><p><b>Stock Split FAQs</b></p><p>I covered Tesla&#39;s stock split in my last article, but I&#39;ll recap a few of the key questions and answers about the split here. Those who read my previous article or are experienced with stock splits can skip to the next section.</p><p><b>How Do Stock Splits Impact Your Investment?</b></p><p>The total value of your investment isn&#39;t directly impacted by the stock split because a company&#39;s market cap is unchanged by stock splits. The decrease in price per share is offset by the increase in the number of shares you own.</p><p>For example, say Tesla is worth $900 before the split and you have one share. After the split, you&#39;ll have three shares, but each will be worth $300. Either way, you have $900. Of course, the value of Tesla stock may change as the market rises and falls from day to day, but that happens whether or not there&#39;s a split going on.</p><p>It&#39;s also worth noting that the price per share and price per options contract will be lower after the split, which will make non-fractional shares and options more accessible to small investors.</p><p><b>What Happens If You Buy Tesla Before The Split?</b></p><p>Buying Tesla stock before the split is not very different from buying it after the split or any other day. You&#39;d buy 3x fewer shares before the split as you would after the split in order to keep the total amount invested the same.</p><p><b>When Will Tesla Stock Split?</b></p><p>You will get two additional shares of Tesla stock for each share you already own on Wednesday, Aug. 24, after the market closes. Shares will trade at their post-split price starting on Thursday, Aug. 25.</p><p><b>How Many Times Has Tesla Stock Split?</b></p><p>This will be the second time that Tesla splits its stock. Tesla previously did a 5-for-1 stock split on Aug. 31, 2020. Shares have risen over 100% since then.</p><p><b>Is Tesla&#39;s Stock Split Good For Investors?</b></p><p>In other words, do stock splits impact performance? This is probably the most important question for most investors and also the most difficult to answer.</p><p>There&#39;s some evidence that companies that split their stock outperform in aggregate in the short term, perhaps in part because splitting allows some stocks to be included in indexes like the Dow and increases their accessibility to retail investors. However, looking at individual stocks, there are many cases where a stock declines around the time of its split. Thus, I wouldn&#39;t recommend betting on short-term price appreciation in a single stock because of its split.</p><p>However, splits certainly aren&#39;t bad news. They usually only happen after a stock has increased in value a lot, as Tesla stock has done over the past few years. Winners tend to keep winning, so betting on companies that already have done well can be a successful strategy.</p><p>Also, companies usually won&#39;t split their stock unless they believe that their share price will keep increasing. One reason is that there are minimum share price requirements to be listed on the NYSE and Nasdaq exchanges. That said, even at the post-split price of ~$300, Tesla is a long way from falling to the current $1 per share requirement.</p><p>Relative to more important considerations like earnings growth and valuation multiples, stock splits are essentially a neutral event for long-term investors. But in a vacuum, it&#39;s clear that stock splits are more positive than negative.</p><p><b>Q2 Earnings</b></p><p>Because the stock split doesn&#39;t impact Tesla&#39;s fundamentals, I won&#39;t adjust my target market cap for Tesla as a result of the split. However, I did update my price target for Tesla since my last article in June as a result of Tesla&#39;s Q2 earnings. I shared my updated $767 target with Tech Investing Edge members after Tesla reported.</p><p>I was disappointed by the earnings, mostly because I found slowing revenue growth more disappointing than a 27% EPS beat was impressive. After management constantly talked about Tesla&#39;s ability to maintain &gt;50% revenue growth over the coming quarters, growth fell to 42% in Q2. Considering that most Tesla models are heavily backordered, management correctly blamed the slowdown on production issues rather than a lack of demand. Even so, they admitted that 50% growth would be a more difficult target to attain going forward as they work to ramp up production.</p><p>I&#39;ve never believed Tesla&#39;s 50% growth target, and model them growing at a 25% CAGR over the coming decade. Nevertheless, I did expect them to stay above 50% for at least a few more quarters considering management&#39;s bullishness and my expectation for slower growth in the back half of the decade.</p><p>Despite the slowdown this quarter, I still think that my long-term 25% CAGR target is attainable, as even 42% growth is well above that level and management guided for a re-acceleration this quarter. Thus, despite being disappointed by the earnings, I raised my price target from $714 to $767 to account for Tesla&#39;s now-larger ttm revenue and EPS.</p><p><b>Conclusion</b></p><p>Stock splits tend to get a lot of media coverage, but for long-term investors they&#39;re not a big deal. Tesla has been able to split its stock multiple times because the company and Tesla stock have done very well, but that&#39;s not a guarantee of future performance.</p><p>If Tesla continues beating analysts&#39; expectations and growing quickly, then the company and its investors will likely continue to do well. However, production issues and competition could stop Tesla from reaching this goal, and the current valuation doesn&#39;t leave much room for error. Based on my own growth estimates and profitability model, I think that Tesla is slightly overvalued going into its stock split. Nevertheless, I view Tesla stock as a hold, since ~14% overvaluation isn&#39;t extreme.</p><p><i>This article was written by Kennan Mell. </i></p><p><i>This article is for reference only. You can take what is useful to you.</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>Is Tesla's Stock Split Good For Investors?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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 Tesla's Stock Split Good For Investors?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-25 17:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4536846-tesla-stock-split-good-for-investors><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryI answer some of the most common questions from investors about stock splits.Stock splits don't matter nearly as much as fundamentals, but they're certainly not bad for investors.I also recap ...</p>\n\n<a href=\"https://seekingalpha.com/article/4536846-tesla-stock-split-good-for-investors\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4536846-tesla-stock-split-good-for-investors","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2262018006","content_text":"SummaryI answer some of the most common questions from investors about stock splits.Stock splits don't matter nearly as much as fundamentals, but they're certainly not bad for investors.I also recap Tesla's recent Q2 earnings report.Ajax9/iStock Editorial via Getty ImagesThesisAfter Q2 earnings, I updated my price target for Tesla (NASDAQ:TSLA) stock to $765 pre-split, which implies 14% downside from the current price. As I've shared in past articles (1,2), the key assumption inmy model is that Tesla grows at a 25% CAGR over the next decade primarily due to growth in electric vehicle sales. While the upcoming Tesla stock split isn't material to my thesis, investors may have questions about how the split works, and I'll attempt to answer some of the common ones in this article.Stock Split FAQsI covered Tesla's stock split in my last article, but I'll recap a few of the key questions and answers about the split here. Those who read my previous article or are experienced with stock splits can skip to the next section.How Do Stock Splits Impact Your Investment?The total value of your investment isn't directly impacted by the stock split because a company's market cap is unchanged by stock splits. The decrease in price per share is offset by the increase in the number of shares you own.For example, say Tesla is worth $900 before the split and you have one share. After the split, you'll have three shares, but each will be worth $300. Either way, you have $900. Of course, the value of Tesla stock may change as the market rises and falls from day to day, but that happens whether or not there's a split going on.It's also worth noting that the price per share and price per options contract will be lower after the split, which will make non-fractional shares and options more accessible to small investors.What Happens If You Buy Tesla Before The Split?Buying Tesla stock before the split is not very different from buying it after the split or any other day. You'd buy 3x fewer shares before the split as you would after the split in order to keep the total amount invested the same.When Will Tesla Stock Split?You will get two additional shares of Tesla stock for each share you already own on Wednesday, Aug. 24, after the market closes. Shares will trade at their post-split price starting on Thursday, Aug. 25.How Many Times Has Tesla Stock Split?This will be the second time that Tesla splits its stock. Tesla previously did a 5-for-1 stock split on Aug. 31, 2020. Shares have risen over 100% since then.Is Tesla's Stock Split Good For Investors?In other words, do stock splits impact performance? This is probably the most important question for most investors and also the most difficult to answer.There's some evidence that companies that split their stock outperform in aggregate in the short term, perhaps in part because splitting allows some stocks to be included in indexes like the Dow and increases their accessibility to retail investors. However, looking at individual stocks, there are many cases where a stock declines around the time of its split. Thus, I wouldn't recommend betting on short-term price appreciation in a single stock because of its split.However, splits certainly aren't bad news. They usually only happen after a stock has increased in value a lot, as Tesla stock has done over the past few years. Winners tend to keep winning, so betting on companies that already have done well can be a successful strategy.Also, companies usually won't split their stock unless they believe that their share price will keep increasing. One reason is that there are minimum share price requirements to be listed on the NYSE and Nasdaq exchanges. That said, even at the post-split price of ~$300, Tesla is a long way from falling to the current $1 per share requirement.Relative to more important considerations like earnings growth and valuation multiples, stock splits are essentially a neutral event for long-term investors. But in a vacuum, it's clear that stock splits are more positive than negative.Q2 EarningsBecause the stock split doesn't impact Tesla's fundamentals, I won't adjust my target market cap for Tesla as a result of the split. However, I did update my price target for Tesla since my last article in June as a result of Tesla's Q2 earnings. I shared my updated $767 target with Tech Investing Edge members after Tesla reported.I was disappointed by the earnings, mostly because I found slowing revenue growth more disappointing than a 27% EPS beat was impressive. After management constantly talked about Tesla's ability to maintain >50% revenue growth over the coming quarters, growth fell to 42% in Q2. Considering that most Tesla models are heavily backordered, management correctly blamed the slowdown on production issues rather than a lack of demand. Even so, they admitted that 50% growth would be a more difficult target to attain going forward as they work to ramp up production.I've never believed Tesla's 50% growth target, and model them growing at a 25% CAGR over the coming decade. Nevertheless, I did expect them to stay above 50% for at least a few more quarters considering management's bullishness and my expectation for slower growth in the back half of the decade.Despite the slowdown this quarter, I still think that my long-term 25% CAGR target is attainable, as even 42% growth is well above that level and management guided for a re-acceleration this quarter. Thus, despite being disappointed by the earnings, I raised my price target from $714 to $767 to account for Tesla's now-larger ttm revenue and EPS.ConclusionStock splits tend to get a lot of media coverage, but for long-term investors they're not a big deal. Tesla has been able to split its stock multiple times because the company and Tesla stock have done very well, but that's not a guarantee of future performance.If Tesla continues beating analysts' expectations and growing quickly, then the company and its investors will likely continue to do well. However, production issues and competition could stop Tesla from reaching this goal, and the current valuation doesn't leave much room for error. Based on my own growth estimates and profitability model, I think that Tesla is slightly overvalued going into its stock split. Nevertheless, I view Tesla stock as a hold, since ~14% overvaluation isn't extreme.This article was written by Kennan Mell. This article is for reference only. You can take what is useful to you.","news_type":1},"isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158380596,"gmtCreate":1625129422015,"gmtModify":1703736718061,"author":{"id":"3584267193889645","authorId":"3584267193889645","name":"Kristybella","avatar":"https://community-static.tradeup.com/news/06e7dec5c9cd290116570ca111789f85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584267193889645","idStr":"3584267193889645"},"themes":[],"htmlText":"Really?!&nbsp;","listText":"Really?!&nbsp;","text":"Really?!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/158380596","repostId":"1110936297","repostType":2,"repost":{"id":"1110936297","pubTimestamp":1625036047,"share":"https://ttm.financial/m/news/1110936297?lang=&edition=fundamental","pubTime":"2021-06-30 14:54","market":"us","language":"en","title":"Apple: Act Quickly Before The Run To $172","url":"https://stock-news.laohu8.com/highlight/detail?id=1110936297","media":"seekingalpha","summary":"Apple faces many external threats from regulators in the developed world.But I see these as largely priced in, although they remain a threat longer term.Apple is on the cusp of what should be a pre-earnings run and an imminent breakout of a bullish consolidation pattern.I have made it no secret that I’m a big fan of Apple. In fact, I wrote a very bullish piece about six weeks ago, detailing how I thought Apple was in the process of consolidating before a big breakout. In this article, I want to ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple faces many external threats from regulators in the developed world.</li>\n <li>But I see these as largely priced in, although they remain a threat longer term.</li>\n <li>Apple is on the cusp of what should be a pre-earnings run and an imminent breakout of a bullish consolidation pattern.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/219c4f41554f7e91be4c02cd87e3f8d6\" tg-width=\"1536\" tg-height=\"1024\"><span>fMing Yeung/Getty Images News</span></p>\n<p>I have made it no secret that I’m a big fan of&nbsp;<b>Apple</b>(AAPL). In fact, I wrote a very bullish piece about six weeks ago, detailing how I thought Apple was in the process of consolidating before a&nbsp;big breakout. In this article, I want to update readers on the progress of that, as well as addressing some concerns that could be potentially bearish. But the spoiler alert is that I’m still very much in the camp of Apple setting up a breakout, and I think the company’s typical pre-earnings move is likely the catalyst to see that happen.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37078c4ff01404a43176bb2e2555834d\" tg-width=\"640\" tg-height=\"615\"><span>Source: StockCharts</span></p>\n<p>To start, I’ve annotated the same ascending triangle formation I noted six weeks ago, because it is still very much in play. The stock is very near the top of the triangle today, so what happens when/if it gets to $136/$137 will determine if the breakout is imminent or if we need at least one more test of the rising trend line that forms the bottom of the triangle. Whether that occurs or not doesn’t change my outlook; only the timing of it.</p>\n<p>Ascending triangles measure upside targets on breakouts equal to the top and bottom of the widest part of the triangle. In this case, the top of the triangle is $137 and the bottom of the triangle, which was set in September of last year, was $102. That means that this triangle pattern has a measured price target – after the breakout – of $35 higher ($137 minus $102), and with the breakout point being $137 or so, that implies we canexpect Apple to hit $172, give or take. Now, that won’t happen immediately, of course, but that’s the kind of opportunity at hand here.</p>\n<p>What do you need to look for on a breakout? First, price action needs to decisively clear the breakout level of $137 and close above it. In addition, you want to see rising volume on the breakout – I’ve annotated declining volume in the triangle period, which is normal behavior – and you want to see rising momentum, we’ve got rising momentum today. So I’d expect a breakout to continue that, but these are the things you want to see on a breakout to ensure it has staying power.</p>\n<p>Finally, you’ll notice that I’ve added blue circles on the chart, and those represent the start of the ~4-week period prior to an earnings release. Apple has been<i>very</i>reliable in the past couple of years in terms of rallying into an earnings report, and I have no reason to think that will change. The gains are fairly large in most cases, with about half of them being in the double-digits, so this is a real catalyst for higher prices.</p>\n<p>The important thing to note is that we are about four weeks from the third quarter report, which typically takes place at the end of July. We are also at the top of the ascending triangle, which means that even a small pre-earnings run will likely result in a breakout, and that’s why I think the breakout is very near.</p>\n<p>To be clear, I’m reiterating my prior thesis that an ascending triangle breakout is coming; I just think we have a very clear catalyst now to make it sooner than later. I see the stock rallying into the earnings report, and if history is a guide, Apple will destroy expectations once again. In short, all is going to plan.</p>\n<p>The risk is that if Apple does break out of the triangle and earnings aren’t very good, the pattern could fail. That would negate my $172 price target, and we’d have to reassess. For now, the odds of that look low, and I’m still full steam ahead on the breakout coming pre-earnings.</p>\n<p><b>Why does Apple rally pre-earnings?</b></p>\n<p>To put it succinctly, Apple rallies pre-earnings because no matter how much analysts raise their targets going into the reports, Apple finds a way to beat them.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6233212bc10ea38f20e75d2ed0ab603e\" tg-width=\"640\" tg-height=\"284\"><span>Source:Seeking Alpha</span></p>\n<p>This is three years’ worth of data showing how Apple beats expectations, and by enormous margins in some cases. Apple is one of the largest and most-followed companies that has ever existed. So if any company should have an analyst community that knows how it will perform each quarter, it would be this one. However, its dominance in hardware and services revenue has proven too much for analysts over time to keep up with.</p>\n<p>Keep in mind a risk here is that if Apple does finally miss expectations, I have to imagine the stock will react extremely poorly. Thus, there is certainly risk in owning Apple through the earnings report, as with any other stock. But the company’s history of smashing expectations – particularly in the past year – means the odds of this are fairly low. Still, something to keep in mind from a risk perspective.</p>\n<p>In terms of a catalyst for rallying into the July report, Apple continues to see analysts scramble to keep up with its rising fortunes.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ebf56ca48e2364fd7314f9140bc3ab5c\" tg-width=\"640\" tg-height=\"286\"><span>Source:Seeking Alpha</span></p>\n<p>The sharp upward revisions that began last summer continue unabated, and Apple’s earnings trajectory remains very much intact. I detailed this in my last piece so I’m simply saying that nothing has changed on this front, and that’s a very good thing.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2bd9aaadd1cc3a29d7b8e787296ab4b\" tg-width=\"454\" tg-height=\"110\"><span>Source:Seeking Alpha</span></p>\n<p>I think you’ll struggle to find a company with a better earnings revision schedule, as the past three months have seen 36 EPS revisions, and<i>100%</i>of them were upward. That shows just how strong Apple’s earnings trajectory is, as analysts scramble to meet Apple’s outstanding performances. I love stocks with earnings revision charts like Apple’s because the bar is always rising, which means that the stock will follow suit.</p>\n<p><b>Not all is well</b></p>\n<p>Apple, to be fair, does face a huge amount of risks that are outside of its control. Many of them cropped up since my last report on Apple and so I want to balance my bullish position on the stock with some sobering reality to ensure readers are well-equipped to make an informed decision about whether or not Apple is right for their portfolio.</p>\n<p>First, the FTC made the headlines a few weeks ago by appointing&nbsp;Lina Khan, an outspoken and noted big tech critic, who feels certain companies have too much control over the behaviors of consumers. This is a noteworthy development because if the FTC wants to go after big tech, Apple is a very logical early target. I don’t see it impacting iPhone or other hardware sales but services revenue? Absolutely. This is a longer-term threat since antitrust rules take time to create, but Apple shareholders need to take this threat seriously.</p>\n<p>The&nbsp;White Houseis apparently on board with this line of thinking, and the&nbsp;House&nbsp;is actually considering legislation that would undertake to reign in the perceived control of big tech companies, including Apple's tendency to pre-install its own apps on Apple devices. Would that stop consumers from just going to the app store and downloading them? No, but it certainly isn't a<i>positive</i>&nbsp;catalyst.</p>\n<p>Apple is facing a similar threat in&nbsp;Germany&nbsp;and other places in the developed world, so it isn’t just a problem at home. Germany is assessing if Apple has “competition violations” to be addressed. So the issue is the same one being faced in the US, and the only two outcomes are neutral (nothing happens), or negative (antitrust action is taken).</p>\n<p>Apple is also still very much beholden to the never-ending trade war between&nbsp;China&nbsp;and the US, as the two countries constantly jockey for position with the highest stakes the world has ever seen in such a scuffle. Apple’s production process is potentially at risk, depending upon how ugly things get, adding some geopolitical risk to the stock's outlook. This goes both ways, and China employs a lot of people and generates a lot of cash from Apple’s production. So I’m not sure it is as one-sided as it seems, but the geopolitical risk is never a good thing, and Apple’s manufacturing needs set it up for such a risk.</p>\n<p><b>Final thoughts</b></p>\n<p>I’ve enumerated a variety of potential issues Apple is facing, and I’ll be clear and say none of these are good things. The best possible outcome is that nothing changes, and the worst is that all come to fruition and Apple faces manufacturing challenges, as well as antitrust actions. These are real threats, but I also think they're already priced in.</p>\n<p>The threat of antitrust legislation or a trade war with China isn’t new by any stretch of the imagination and is not dissimilar to the threats that other tech giants like Amazon (AMZN), Alphabet (GOOG), or Facebook (FB) face every day. This is par for the course if you’re a dominant tech company, and Apple certainly is. I don’t want to ignore these potential negative catalysts, but I don’t want to overreact, either.</p>\n<p>Keep in mind also that Apple continues to move higher over time despite this bad news, which is what winning stocks do. The fact that it is shrugging off these huge potential negative catalysts reinforces the bullish stance I already had on the stock.</p>\n<p>I detailed my bullishness on the company’s revenue generation, margins, buybacks, valuation, and more in the&nbsp;prior piece, and nothing has changed there. So I don’t want to waste your time going through it again. However, my fundamental stance on Apple hasn’t changed in the past six weeks, and if anything, continued upward revisions in EPS estimates have strengthened the bull case.</p>\n<p>The important thing is that shareholders must be aware of external threats, but also that we are seeing Apple get to the end of its very bullish consolidation pattern at the same time that it typically begins a pre-earnings run higher.</p>\n<p>The bottom line is that I think Apple’s breakout is imminent, and that the pattern measures to $172 or so. This won’t happen overnight, but if you were looking to buy Apple, act quickly.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Act Quickly Before The Run To $172</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Act Quickly Before The Run To $172\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 14:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4437069-apple-act-quickly-before-the-run-to-172><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple faces many external threats from regulators in the developed world.\nBut I see these as largely priced in, although they remain a threat longer term.\nApple is on the cusp of what should ...</p>\n\n<a href=\"https://seekingalpha.com/article/4437069-apple-act-quickly-before-the-run-to-172\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4437069-apple-act-quickly-before-the-run-to-172","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110936297","content_text":"Summary\n\nApple faces many external threats from regulators in the developed world.\nBut I see these as largely priced in, although they remain a threat longer term.\nApple is on the cusp of what should be a pre-earnings run and an imminent breakout of a bullish consolidation pattern.\n\nfMing Yeung/Getty Images News\nI have made it no secret that I’m a big fan of Apple(AAPL). In fact, I wrote a very bullish piece about six weeks ago, detailing how I thought Apple was in the process of consolidating before a big breakout. In this article, I want to update readers on the progress of that, as well as addressing some concerns that could be potentially bearish. But the spoiler alert is that I’m still very much in the camp of Apple setting up a breakout, and I think the company’s typical pre-earnings move is likely the catalyst to see that happen.\nSource: StockCharts\nTo start, I’ve annotated the same ascending triangle formation I noted six weeks ago, because it is still very much in play. The stock is very near the top of the triangle today, so what happens when/if it gets to $136/$137 will determine if the breakout is imminent or if we need at least one more test of the rising trend line that forms the bottom of the triangle. Whether that occurs or not doesn’t change my outlook; only the timing of it.\nAscending triangles measure upside targets on breakouts equal to the top and bottom of the widest part of the triangle. In this case, the top of the triangle is $137 and the bottom of the triangle, which was set in September of last year, was $102. That means that this triangle pattern has a measured price target – after the breakout – of $35 higher ($137 minus $102), and with the breakout point being $137 or so, that implies we canexpect Apple to hit $172, give or take. Now, that won’t happen immediately, of course, but that’s the kind of opportunity at hand here.\nWhat do you need to look for on a breakout? First, price action needs to decisively clear the breakout level of $137 and close above it. In addition, you want to see rising volume on the breakout – I’ve annotated declining volume in the triangle period, which is normal behavior – and you want to see rising momentum, we’ve got rising momentum today. So I’d expect a breakout to continue that, but these are the things you want to see on a breakout to ensure it has staying power.\nFinally, you’ll notice that I’ve added blue circles on the chart, and those represent the start of the ~4-week period prior to an earnings release. Apple has beenveryreliable in the past couple of years in terms of rallying into an earnings report, and I have no reason to think that will change. The gains are fairly large in most cases, with about half of them being in the double-digits, so this is a real catalyst for higher prices.\nThe important thing to note is that we are about four weeks from the third quarter report, which typically takes place at the end of July. We are also at the top of the ascending triangle, which means that even a small pre-earnings run will likely result in a breakout, and that’s why I think the breakout is very near.\nTo be clear, I’m reiterating my prior thesis that an ascending triangle breakout is coming; I just think we have a very clear catalyst now to make it sooner than later. I see the stock rallying into the earnings report, and if history is a guide, Apple will destroy expectations once again. In short, all is going to plan.\nThe risk is that if Apple does break out of the triangle and earnings aren’t very good, the pattern could fail. That would negate my $172 price target, and we’d have to reassess. For now, the odds of that look low, and I’m still full steam ahead on the breakout coming pre-earnings.\nWhy does Apple rally pre-earnings?\nTo put it succinctly, Apple rallies pre-earnings because no matter how much analysts raise their targets going into the reports, Apple finds a way to beat them.\nSource:Seeking Alpha\nThis is three years’ worth of data showing how Apple beats expectations, and by enormous margins in some cases. Apple is one of the largest and most-followed companies that has ever existed. So if any company should have an analyst community that knows how it will perform each quarter, it would be this one. However, its dominance in hardware and services revenue has proven too much for analysts over time to keep up with.\nKeep in mind a risk here is that if Apple does finally miss expectations, I have to imagine the stock will react extremely poorly. Thus, there is certainly risk in owning Apple through the earnings report, as with any other stock. But the company’s history of smashing expectations – particularly in the past year – means the odds of this are fairly low. Still, something to keep in mind from a risk perspective.\nIn terms of a catalyst for rallying into the July report, Apple continues to see analysts scramble to keep up with its rising fortunes.\nSource:Seeking Alpha\nThe sharp upward revisions that began last summer continue unabated, and Apple’s earnings trajectory remains very much intact. I detailed this in my last piece so I’m simply saying that nothing has changed on this front, and that’s a very good thing.\nSource:Seeking Alpha\nI think you’ll struggle to find a company with a better earnings revision schedule, as the past three months have seen 36 EPS revisions, and100%of them were upward. That shows just how strong Apple’s earnings trajectory is, as analysts scramble to meet Apple’s outstanding performances. I love stocks with earnings revision charts like Apple’s because the bar is always rising, which means that the stock will follow suit.\nNot all is well\nApple, to be fair, does face a huge amount of risks that are outside of its control. Many of them cropped up since my last report on Apple and so I want to balance my bullish position on the stock with some sobering reality to ensure readers are well-equipped to make an informed decision about whether or not Apple is right for their portfolio.\nFirst, the FTC made the headlines a few weeks ago by appointing Lina Khan, an outspoken and noted big tech critic, who feels certain companies have too much control over the behaviors of consumers. This is a noteworthy development because if the FTC wants to go after big tech, Apple is a very logical early target. I don’t see it impacting iPhone or other hardware sales but services revenue? Absolutely. This is a longer-term threat since antitrust rules take time to create, but Apple shareholders need to take this threat seriously.\nThe White Houseis apparently on board with this line of thinking, and the House is actually considering legislation that would undertake to reign in the perceived control of big tech companies, including Apple's tendency to pre-install its own apps on Apple devices. Would that stop consumers from just going to the app store and downloading them? No, but it certainly isn't apositive catalyst.\nApple is facing a similar threat in Germany and other places in the developed world, so it isn’t just a problem at home. Germany is assessing if Apple has “competition violations” to be addressed. So the issue is the same one being faced in the US, and the only two outcomes are neutral (nothing happens), or negative (antitrust action is taken).\nApple is also still very much beholden to the never-ending trade war between China and the US, as the two countries constantly jockey for position with the highest stakes the world has ever seen in such a scuffle. Apple’s production process is potentially at risk, depending upon how ugly things get, adding some geopolitical risk to the stock's outlook. This goes both ways, and China employs a lot of people and generates a lot of cash from Apple’s production. So I’m not sure it is as one-sided as it seems, but the geopolitical risk is never a good thing, and Apple’s manufacturing needs set it up for such a risk.\nFinal thoughts\nI’ve enumerated a variety of potential issues Apple is facing, and I’ll be clear and say none of these are good things. The best possible outcome is that nothing changes, and the worst is that all come to fruition and Apple faces manufacturing challenges, as well as antitrust actions. These are real threats, but I also think they're already priced in.\nThe threat of antitrust legislation or a trade war with China isn’t new by any stretch of the imagination and is not dissimilar to the threats that other tech giants like Amazon (AMZN), Alphabet (GOOG), or Facebook (FB) face every day. This is par for the course if you’re a dominant tech company, and Apple certainly is. I don’t want to ignore these potential negative catalysts, but I don’t want to overreact, either.\nKeep in mind also that Apple continues to move higher over time despite this bad news, which is what winning stocks do. The fact that it is shrugging off these huge potential negative catalysts reinforces the bullish stance I already had on the stock.\nI detailed my bullishness on the company’s revenue generation, margins, buybacks, valuation, and more in the prior piece, and nothing has changed there. So I don’t want to waste your time going through it again. However, my fundamental stance on Apple hasn’t changed in the past six weeks, and if anything, continued upward revisions in EPS estimates have strengthened the bull case.\nThe important thing is that shareholders must be aware of external threats, but also that we are seeing Apple get to the end of its very bullish consolidation pattern at the same time that it typically begins a pre-earnings run higher.\nThe bottom line is that I think Apple’s breakout is imminent, and that the pattern measures to $172 or so. This won’t happen overnight, but if you were looking to buy Apple, act quickly.","news_type":1},"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919432288,"gmtCreate":1663839569845,"gmtModify":1676537347436,"author":{"id":"3584267193889645","authorId":"3584267193889645","name":"Kristybella","avatar":"https://community-static.tradeup.com/news/06e7dec5c9cd290116570ca111789f85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584267193889645","idStr":"3584267193889645"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919432288","repostId":"1188153731","repostType":2,"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058434768,"gmtCreate":1654875557554,"gmtModify":1676535526944,"author":{"id":"3584267193889645","authorId":"3584267193889645","name":"Kristybella","avatar":"https://community-static.tradeup.com/news/06e7dec5c9cd290116570ca111789f85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584267193889645","idStr":"3584267193889645"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>Is it a good time to buy it now?&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>Is it a good time to buy it now?&nbsp;","text":"$Apple(AAPL)$Is it a good time to buy it now?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058434768","isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996263150,"gmtCreate":1661176921471,"gmtModify":1676536467579,"author":{"id":"3584267193889645","authorId":"3584267193889645","name":"Kristybella","avatar":"https://community-static.tradeup.com/news/06e7dec5c9cd290116570ca111789f85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584267193889645","idStr":"3584267193889645"},"themes":[],"htmlText":"[Speechless]&nbsp;","listText":"[Speechless]&nbsp;","text":"[Speechless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996263150","repostId":"1110580946","repostType":2,"repost":{"id":"1110580946","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1661175493,"share":"https://ttm.financial/m/news/1110580946?lang=&edition=fundamental","pubTime":"2022-08-22 21:38","market":"us","language":"en","title":"Big Tech Stocks Dropped in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1110580946","media":"Tiger Newspress","summary":"Big tech stocks dropped in morning trading. Apple, Microsoft, Alphabet, Amazon, Meta Platforms, Netf","content":"<html><head></head><body><p>Big tech stocks dropped in morning trading. Apple, Microsoft, Alphabet, Amazon, Meta Platforms, Netflix, Tesla and Nvidia fell between 1% and 5%.</p><p><img src=\"https://static.tigerbbs.com/3ff7a5166c3025191e3cb9e237ca561d\" tg-width=\"422\" tg-height=\"480\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Big Tech Stocks Dropped in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBig Tech Stocks Dropped in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-22 21:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Big tech stocks dropped in morning trading. Apple, Microsoft, Alphabet, Amazon, Meta Platforms, Netflix, Tesla and Nvidia fell between 1% and 5%.</p><p><img src=\"https://static.tigerbbs.com/3ff7a5166c3025191e3cb9e237ca561d\" tg-width=\"422\" tg-height=\"480\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","GOOGL":"谷歌A","NVDA":"英伟达","MSFT":"微软","TSLA":"特斯拉","AMZN":"亚马逊","META":"Meta Platforms, Inc.","AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110580946","content_text":"Big tech stocks dropped in morning trading. Apple, Microsoft, Alphabet, Amazon, Meta Platforms, Netflix, Tesla and Nvidia fell between 1% and 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158383534,"gmtCreate":1625129514028,"gmtModify":1703736720024,"author":{"id":"3584267193889645","authorId":"3584267193889645","name":"Kristybella","avatar":"https://community-static.tradeup.com/news/06e7dec5c9cd290116570ca111789f85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584267193889645","idStr":"3584267193889645"},"themes":[],"htmlText":"Airbnb!&nbsp;","listText":"Airbnb!&nbsp;","text":"Airbnb!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/158383534","repostId":"2147817357","repostType":4,"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913152253,"gmtCreate":1663943177673,"gmtModify":1676537367881,"author":{"id":"3584267193889645","authorId":"3584267193889645","name":"Kristybella","avatar":"https://community-static.tradeup.com/news/06e7dec5c9cd290116570ca111789f85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584267193889645","idStr":"3584267193889645"},"themes":[],"htmlText":"[Sly]&nbsp;[Smile]&nbsp;[Grin]&nbsp;","listText":"[Sly]&nbsp;[Smile]&nbsp;[Grin]&nbsp;","text":"[Sly] [Smile] [Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913152253","repostId":"1119983853","repostType":2,"repost":{"id":"1119983853","pubTimestamp":1663898333,"share":"https://ttm.financial/m/news/1119983853?lang=&edition=fundamental","pubTime":"2022-09-23 09:58","market":"us","language":"en","title":"Tesla Stock Could Hit $400 Over the Next 12 Months, Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=1119983853","media":"TipRanks","summary":"2023 is already on the horizon and set to be a big year for Tesla (TSLA). There is the potential lau","content":"<div>\n<p>2023 is already on the horizon and set to be a big year for Tesla (TSLA). There is the potential launch of both the Cybertruck and Semi to look forward too, as the entry into new segments could ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-stock-could-hit-400-over-the-next-12-months-says-analyst\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Could Hit $400 Over the Next 12 Months, Says Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Could Hit $400 Over the Next 12 Months, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-23 09:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/tesla-stock-could-hit-400-over-the-next-12-months-says-analyst><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2023 is already on the horizon and set to be a big year for Tesla (TSLA). There is the potential launch of both the Cybertruck and Semi to look forward too, as the entry into new segments could ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-stock-could-hit-400-over-the-next-12-months-says-analyst\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.tipranks.com/news/article/tesla-stock-could-hit-400-over-the-next-12-months-says-analyst","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119983853","content_text":"2023 is already on the horizon and set to be a big year for Tesla (TSLA). There is the potential launch of both the Cybertruck and Semi to look forward too, as the entry into new segments could provide a real boon.However, it is the large “potential cost benefits” from two different sources which Deutsche Bank’s Emmanuel Rosner believes could have a big impact on gross margins.“Looking ahead to next year, we now forecast Tesla could lift gross margin by another 300bps YoY, thanks to positive mix shift towards lower COGS-production facilities and benefit from IRA’s battery production credits in the U.S,” Rosner explained.Starting from a base COGS (cost of goods sold) per vehicle of $36,000 in 2021 (prior to the impact from the increase in the price of raw materials and inflationary costs which via product price hikes), Rosner reckons that by expanding the “manufacturing footprint” to lower COGS “regions and facilities” – namely the new Berlin and Austin plants which are cheaper to operate than the Freemont facility – Tesla could generate an average cost reduction of $2,400/vehicle (or 6.5%). Additionally, US battery production credits in Fremont and Texas could save another ~$800/vehicle when averaged out on a worldwide basis.Put together, the potential cost reduction of $3,200/vehicle could amount to an improvement of 5.5% of the ASP (average selling price), although keeping a lid on expectations, Rosner “conservatively” only boosts 2023 gross margins by 200bps from 29.5% to 31.5%, suggesting a 300bps improvement from 2022 levels. That results in adjusted EPS rising from $6.60 to $7.15, some way above consensus at $5.82.What does this all mean for the stock? Rosner raised his 12-month price target on TSLA to $400 (from $375), while reiterating his Buy rating.On the other hand, the Street’s average target remains a more subdued $311.97, which suggests the shares have about about 8% upside from current levels. Looking at the consensus breakdown, based on 18 Buys, 6 Holds and 5 Sells, the analysts’ view is that this stock is a Moderate Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995809056,"gmtCreate":1661436780277,"gmtModify":1676536518321,"author":{"id":"3584267193889645","authorId":"3584267193889645","name":"Kristybella","avatar":"https://community-static.tradeup.com/news/06e7dec5c9cd290116570ca111789f85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584267193889645","idStr":"3584267193889645"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Much affordable now. Is it a good time to buy and hold?","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Much affordable now. Is it a good time to buy and hold?","text":"$Tesla Motors(TSLA)$Much affordable now. Is it a good time to buy and hold?","images":[{"img":"https://community-static.tradeup.com/news/9226ea1f348da50f63eb56a9c5ffd9d2","width":"1284","height":"2325"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995809056","isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9042481224,"gmtCreate":1656513701768,"gmtModify":1676535843308,"author":{"id":"3584267193889645","authorId":"3584267193889645","name":"Kristybella","avatar":"https://community-static.tradeup.com/news/06e7dec5c9cd290116570ca111789f85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584267193889645","idStr":"3584267193889645"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AWAY\">$ETFMG Travel Tech ETF(AWAY)$</a>✈️🏩","listText":"<a href=\"https://ttm.financial/S/AWAY\">$ETFMG Travel Tech ETF(AWAY)$</a>✈️🏩","text":"$ETFMG Travel Tech ETF(AWAY)$✈️🏩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042481224","isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}